John Knox Village of Tampa Bay Inc: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- John Knox Village of Tampa Bay Inc (EIN 58-1377711)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201233199349305963
- Schema version
- 2011v1.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-14T15:31:14-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 IVAN ALLEN JR BLVD SUITE 1000 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30308 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581377711 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John Knox Village of Tampa Bay Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % ELLEN KOBERLEIN | InCareOfName |
| Name Control | JOHN | NameControl |
| Phone | 8136322398 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4100 East Fletcher Avenue | AddressLine1 |
| City | Tampa | City |
| State | FL | State |
| ZIP Code | 33613 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CATHY YODER | Name |
| Title | CFO | Title |
| Date Signed | 2012-11-08 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4048748300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Cathy Yoder | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4100 East Fletcher Ave | AddressLine1 |
| City | Tampa | City |
| State | FL | State |
| ZIP Code | 33613 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 31667329 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1979 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | John Knox Village will improve the health of all we serve through community-owned health care services that set the standard for high-quality, compassionate care. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 2 | NbrIndependentVotingMembers |
| Total Nbr Employees | 625 | TotalNbrEmployees |
| Total Nbr Volunteers | 200 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 1240 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 785 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 30656436 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 30934466 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 655781 | InvestmentIncomePriorYear |
| Investment Income Current Year | 732078 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -420427 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 30893030 | TotalRevenuePriorYear |
| Total Revenue Current Year | 31667329 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 16295805 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 16285031 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 14693804 | OtherExpensePriorYear |
| Other Expenses Current Year | 14821415 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 30989609 | TotalExpensesPriorYear |
| Total Expenses Current Year | 31106446 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -96579 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 560883 | RevenuesLessExpensesCY |
| Total Assets BOY | 38496858 | TotalAssetsBOY |
| Total Assets EOY | 37242489 | TotalAssetsEOY |
| Total Liabilities BOY | 34663759 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 32841649 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3833099 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4400840 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | John Knox Village will improve the health of all we serve through community-owned health care services that set the standard for high-quality, compassionate care. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 29158032 | Expense |
| Grants | 0 | Grants |
| Revenue | 30934466 | Revenue |
| Description | Refer to Schedule O for description of program services. | Description |
| Total Program Service Expense | 29158032 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 72 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 625 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 2 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ELLEN KOBERLEIN | NamePerson |
| Telephone Number | 8136322428 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4100 East Fletcher Ave | AddressLine1 |
| City | Tampa | City |
| State | FL | State |
| ZIP Code | 33613 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (7 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| MARY ARGHITTU | ||||||
| DIRECTOR AND PRESIDENT | 1.0 | X | X | 0 | 0 | 0 |
| GEORGE WALLACE | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| PATRICIA DONNELLY | ||||||
| DIRECTOR AND SECRETARY/TRSR | 1.0 | X | X | 0 | 371985 | 47123 |
| ISAAC MALLAH | ||||||
| DIRECTOR | 1.0 | X | 0 | 1408306 | 30022 | |
| CATHY YODER | ||||||
| DIRECTOR AND CFO-SJB | 1.0 | X | X | 0 | 357466 | 40358 |
| LISA LYONS | ||||||
| DIRECTOR AND EXECUTIVE DIRCTR | 45.0 | X | X | 127690 | 0 | 16379 |
| GARY WEST | ||||||
| Executive Director | 45.0 | X | 72415 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 200105 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2137757 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 133882 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| QUALITY CARE REHAB INC | |||||
| 8477 S SUNCOAST BLVD | HOMOSASSA | FL | 34446 | REHABILIATION SVS | 2135088 |
| FMR MGMT SVCS | |||||
| PO BOX 13712 | TAMPA | FL | 336813712 | laundry services | 295588 |
| MCKESSON MEDICAL SURGICAL | |||||
| PO BOX 933027 | ATLANTA | GA | 311933027 | software maintenance | 278373 |
| FL COAST TO COAST CONSTRUCTION | |||||
| 2216 SPYGLASS HILL CIR | VALRICO | FL | 33596 | REPAIRS/RENOVATION | 185850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| All Other Contributions | 785 | AllOtherContributions |
| Total Contributions | 785 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEDICARE/MEDICAID PAYMENTS | 623110 | 11573556 | 11573556 |
| APARTMENT SERVICE FEES | 623110 | 11247137 | 11247137 |
| SKILLED NURSING | 623110 | 6200481 | 6200481 |
| ENTRANCE FEES | 621399 | 1498562 | 1498562 |
| FOOD SERVICES | 722210 | 240039 | 240039 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 174691 | TotalRevenueColumn |
| Related Or Exempt Function Income | 174691 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 30934466 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 731878 | TotalRevenueColumn |
| Exclusion | $731,878 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 200 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 200 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 200 | TotalRevenueColumn |
| Exclusion | $200 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 31667329 | TotalRevenueColumn |
| Related Or Exempt Function Income | 30934466 | RelatedOrExemptFunctionIncome |
| Exclusion | $732,078 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 216484 | Total |
| Management And General | 216484 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12537066 | Total |
| Program Services | 12537066 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 330864 | Total |
| Program Services | 330864 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2284008 | Total |
| Program Services | 2284008 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 916609 | Total |
| Program Services | 906281 | ProgramServices |
| Management And General | 10328 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80796 | Total |
| Management And General | 80796 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1818 | Total |
| Management And General | 1818 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3150287 | Total |
| Program Services | 3145752 | ProgramServices |
| Management And General | 4535 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 153986 | Total |
| Program Services | 153986 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1296324 | Total |
| Program Services | 380660 | ProgramServices |
| Management And General | 915664 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41342 | Total |
| Program Services | 41099 | ProgramServices |
| Management And General | 243 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1445419 | Total |
| Program Services | 1445419 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51578 | Total |
| Program Services | 1968 | ProgramServices |
| Management And General | 49610 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 822238 | Total |
| Program Services | 822238 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2778063 | Total |
| Program Services | 2776940 | ProgramServices |
| Management And General | 1123 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 429690 | Total |
| Management And General | 429690 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| DIETARY | 2134377 | 2134377 | |
| MEDICAL SUPPLIES | 1339985 | 1339947 | 38 |
| MISCELLANEOUS | 461193 | 445960 | 15233 |
| BAD DEBT EXPENSE | 411467 | 411467 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 222852 | Total |
| Management And General | 222852 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31106446 | Total |
| Program Services | 29158032 | ProgramServices |
| Management And General | 1948414 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3053 | BOY |
| EOY | 659614 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2070521 | BOY |
| EOY | 1548941 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 788 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 130916 | BOY |
| EOY | 123556 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33952 | BOY |
| EOY | 65682 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 69516759 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 43595607 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27332215 | BOY |
| EOY | 25921152 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8706354 | BOY |
| EOY | 8810583 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 219059 | BOY |
| EOY | 112961 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38496858 | BOY |
| EOY | 37242489 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1306915 | BOY |
| EOY | 1710578 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8681644 | BOY |
| EOY | 9551819 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24675200 | BOY |
| EOY | 21579252 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34663759 | BOY |
| EOY | 32841649 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2787812 | BOY |
| EOY | 3385739 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1045287 | BOY |
| EOY | 1015101 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3833099 | BOY |
| EOY | 4400840 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38496858 | BOY |
| EOY | 37242489 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 560883 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 6858 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2607 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 70575 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7477 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1240 | CurrentTaxYearMinus1Year |
| Current Tax Year | 785 | CurrentTaxYear |
| Total | 82684 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 24197312 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 25458069 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 27937489 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 30236009 | CurrentTaxYearMinus1Year |
| Current Tax Year | 30934466 | CurrentTaxYear |
| Total | 138763345 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 24199919 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 25528644 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 27944966 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 30237249 | CurrentTaxYearMinus1Year |
| Current Tax Year | 30935251 | CurrentTaxYear |
| Total | 138846029 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 138846029 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 927835 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 418282 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 836779 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 794926 | CurrentTaxYearMinus1Year |
| Current Tax Year | 731878 | CurrentTaxYear |
| Total | 3709700 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 927835 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 418282 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 836779 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 794926 | CurrentTaxYearMinus1Year |
| Current Tax Year | 731878 | CurrentTaxYear |
| Total | 3709700 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 25127754 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 25946926 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 28781745 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 31032175 | CurrentTaxYearMinus1Year |
| Current Tax Year | 31667129 | CurrentTaxYear |
| Total | 142555729 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.97398 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.97053 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02602 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02947 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | false | DirectContactLegislators |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Other Activities | $29 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 29 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part II-B, Line 1i | Identifier |
| Explanation | Dues were paid to the Home Care Association of Florida; the association uses a portion of the dues to conduct lobbying activities. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Current Year Minus3 Years | CurrentYearMinus3Years |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3100000 | OtherCostOrOtherBasis |
| Book Value | 3100000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 55271153 | OtherCostOrOtherBasis |
| Depreciation | 34010407 | Depreciation |
| Book Value | 21260746 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10640162 | OtherCostOrOtherBasis |
| Depreciation | 9585200 | Depreciation |
| Book Value | 1054962 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 505444 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 505444 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 25921152 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO AFFILIATES | $20,361,962 |
| ENTRANCE FEE DEPOSITS | $626,193 |
| DEPOSITS | $591,097 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 21579252 | TotalOfAmounts |
| Total Revenue | 31667329 | TotalRevenue |
| Total Expenses | 31106446 | TotalExpenses |
| Excess Or Deficit For Year | 560883 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 37107 | NetUnrealizedGLOnInvestments |
| Other | -$30,249 | OtherAmount |
| Total Adjustments | 6858 | TotalAdjustments |
| Excess Or Deficit Per FS | 567741 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 31667297 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 31667297 | RevenueSubtotal |
| Other Revenues Not Included | 32 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 32 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 31667329 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 31106414 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 31106414 | ExpensesSubtotal |
| Other Expenses Not Included | 32 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 32 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 31106446 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule D Supplemental Information | Identifier |
| Explanation | Schedule D, Part XI, Line 8 Capital distribution ($30,186) Other changes in net assets ($63) Total ($30,249) Schedule D, Part XII, Line 4b Revenues netted against expenses $32 Schedule D, Part XIII, Line 4b Revenues netted against expenses $32 | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PATRICIA DONNELLY | |||||||||||||
| 0 | 261133 | 0 | 79092 | 0 | 31760 | 0 | 39245 | 0 | 7878 | 0 | 419108 | 0 | 0 |
| ISAAC MALLAH | |||||||||||||
| 0 | 758264 | 0 | 318624 | 0 | 331418 | 0 | 21610 | 0 | 8412 | 0 | 1438328 | 0 | 130088 |
| CATHY YODER | |||||||||||||
| 0 | 246914 | 0 | 74806 | 0 | 35746 | 0 | 36455 | 0 | 3903 | 0 | 397824 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Supplemental Compensation Information | Schedule J, Part I, Line 3 | The filing organization does not use any of the options listed in Schedule J, Part I, Line 3 to establish the compensation of the CEO/Executive Director. However, the related organization, BayCare Health System Inc, uses Compensation committee, Independent compensation consultant, Written employment contract, Compensation survey or study and Approval by the board or compensation committee as a means to establish the CEO's compensation of the filing organization. |
| Supplemental Compensation Information | Schedule J, Part I, Line 4a | Gary West - received a severance payment of $42,752 during 2011. Supplemental Compensation Information Schedule J, Part I, Line 4b Patricia Donnelly - Participated in a supplemental nonqualified deferred compensation plan. She had $20,243 in benefits vest in 2011. This amount is included in Part II (B)(iii) other compensation. She had $28,288 of nonvested benefits accrue during 2011. This amount is included in Part II Column C. The plan made cash distribution of $7,379 in 2011. Isaac Mallah - Participated in a supplemental nonqualified deferred compensation plan. He became 100% vested in his benefits in 2011. He had $275,389 in benefits vest in 2011. This amount is included in Part II (B)(iii) other compensation. The plan made cash distribution of $100,379 in 2011. Cathy Yoder - Participated in a supplemental nonqualified deferred compensation plan. She had $25,841 in benefits vest in 2011. This amount is included in Part II (B)(iii) other compensation. She had $24,417 of nonvested benefits accrue during 2011. This amount is included in Part II Column C. The plan made cash distribution of $9,419 in 2011. |
| Supplemental Compensation Information | Schedule J, Part I, Line 7 | 80 percent of the incentive compensation for which an individual is eligible would be considered fixed based on the instructions. 20 percent would be considered non-fixed and is based on the discretion of the employee's immediate supervisor. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part III and Part VI | Part III-Program Services We serve the elderly population through a continuum of care including independent living with home health assistance, assisted living and skilled nursing care. This includes a secured level of care of Alzheimer's patients in the assisted and skilled levels. All services and amenities to improve the quality of daily living are provided. These services include health care, housing, home health, dietary, security, maintenance, social services, activities and related services to over 540 residents/patients. Medicaid patients are served in our skilled care facility and assisted living through the diversion plan as well as assistance from veteran's aid and attendance program. We educate the community regarding senior living services as well as current elder population programs. Part VI, Line 2 - Description of Family and Business Relationships Cathy Yoder and Isaac Mallah are both Board members of the Organization, as well as Board members of a taxable entity, which is an affiliate of the filing Organization. Part VI, Line 6 - Description of Classes of Members or Stockholders The sole member of John Knox Village, Inc. is St. Joseph's Health Care Center, Inc. Part VI, Line 7a - Description of Classes of Persons and the Nature of Their Rights Designation and Election of Directors: (a) The President of the Corporation shall serve as a permanent Director. (b) All Directors shall be elected by the Member. Part VI, Line 7b - Descr Classes of Persons, Decisions Requiring Appr & Type of Voting Rights The taxpayer is a Participant, as defined in the Second Restated Joint Operating Agreement dated as of May 23, 2006, as amended (the "JOA"). Under the JOA, BayCare health System, Inc. is responsible for the operations of the Participants. The JOA Participants include the taxpayer and other hospitals and non-hospital organizations. Notice of the JOA was previously provided to the Internal Revenue Service by letter dated July 1, 1997. The Member shall reserve to itself in its capacity as the Corporate Member of the Corporation the following two categories of actions: Class I Member Reserved Rights and Class II Member Reserved Rights. A. Class I Member Reserved Rights. 1. Addition, deletion or reconfiguration of services of the Corporation. 2. Establishment of overall capital and operating budgets and strategic plans applicable to the Corporation, including the use of the funds of the Corporation. 3. Exclusive authority to enter into managed care contracts on behalf of the Corporation. 4. Approval of contracts on behalf of the Corporation (but the Class I Member may establish policies from time to time providing that only specific types of contracts or contracts involving obligations in excess of specified levels need to be approved by the Class I Member). 5. Authority to establish fees and charges on behalf of the Corporation. 6. Determination of whether the Corporation should join any networks or alternative or integrated delivery systems. 7. Establishment of employment and other policies applicable to all personnel employed by the Corporation. 8. Approval of the philosophy, mission statement and purposes of the Corporation. 9. Approval of changes in the Articles of Incorporation or in the Bylaws of the Corporation. 10. Approval of the merger, consolidation, dissolution, sale or other transfer of substantially all assets of the Corporation, or other change in corporate form, causing a fundamental reorganization of the Corporation. 11. Approval of the incurrence of indebtedness by the Corporation above certain limits established by the Class I Member. 12. Approval of the establishment of additional affiliates or subsidiaries of the Corporation. 13. Adoption of strategic plans or major changes in programs or services of the Corporation. 14. Approval of the purchase, sale, transfer, or other encumbrance of assets of the Corporation above specified levels established by the Class I Member. B. Class II Member Reserved Rights. 1. Approval of the philosophy, mission statement and purposes of the Corporation. 2. Approval of the merger, consolidation, dissolution, sale or other transfer of substantially all assets of the Corporation, or other change in corporate form, causing a fundamental reorganization of the Corporation. 3. Approval of any sale, long term lease, mortgage, encumbrance or disposition of property of the Corporation constituting an 'alienation' under principles of canon law. 4. Approval of matters relating to the implementation of and compliance with the Ethical and Religious Directives. 5. Approval of substantive changes in the Articles of Incorporation of the Corporation and these Bylaws (provided that prior notice of any change in the Articles of Incorporation of the Corporation or these Bylaws shall be provided to CHE and, if such change, as a result of CHE being a Catholic entity, must be approved by CHE, such change, regardless of whether it is substantive as a matter of civil law, shall be subject to the approval of CHE). 6. With regard to any assets of the Corporation no longer required in the operations of the Corporation, approval of any sale or other disposition of any assets not in the ordinary course which have a value in excess of $3 million, and with regard to all other assets of the Corporation used in the operations of the Corporation, approval of any sale or other disposition of such assets not in the ordinary course (but the foregoing is not intended to limit any transfer of the location of the assets from the Corporation to another entity in connection with a duly authorized reconfiguration of services). 7. The determination of the distribution of assets upon dissolution or liquidation of the Corporation. Part VI, Line 11b - Describe the Process used by Management &/or Governing Body to Review 990 The Form 990 is prepared by the organization and reviewed by the CFO, as well as the organization's paid preparer. A final copy of the Form 990 was reviewed by a subcommittee of the Board of Directors. Prior to filing with the IRS, a final copy of the Form 990 will be made available to the entire Board. |
| Part VI and Part VII | Part VI, Line 12c - Description of Process to Monitor Transactions for Conflicts of Interest John Knox Village, Inc. has two separate conflict of interest procedures; one that relates to Board members and another that relates to non-board member employees. Both groups are required on an annual basis to complete, sign and file an annual disclosure statement detailing existing or potential conflicts of interests. For Board members, the review of conflicts or potential conflicts occurs at the Board or committee level. After disclosure of the Board Member's or Committee Member's actual or potential conflict, the following procedures for addressing the conflict of interest will be adhered to by each Board and all Committees with Board delegated powers, without exception: 1. The interested Director or Committee member shall leave the Board or Committee meeting while the conflict of interest issue is discussed. 2. The remaining Board or Committee Members shall decide if a conflict of interest exists. 3. If a conflict of interest is deemed to exist: a. The Chairperson of the Board or Committee shall, if appropriate, appoint a disinterested individual or committee to investigate the proposed transaction or arrangement. b. The Board or Committee shall determine whether the BayCare entity can obtain a more advantageous transaction or arrangement with reasonable efforts from an individual or entity that would not give rise to a conflict of interest. c. If a more advantageous transaction or arrangement is not reasonably available, the Board or Committee shall determine whether the transaction or arrangement is in the BayCare entity's best interest, and whether the transaction is fair and reasonable to BayCare. An interested Director or Committee Member shall not vote, participate in, influence or attempt to influence any determination or proceedings. The Director or Committee Member may, however, respond to questions posed by the Board or Committee regarding the contract or transaction. Any such contract or transaction must be authorized by a vote of at least two-thirds (2/3) of the Directors or Committee Members entitled to vote at a meeting at which a quorum was present. Any interested Director or Committee Member may not be counted in determining the existence of a quorum. For employees, the review of conflicts of interest or potential conflicts goes to the Conflict of Interest Determination Committee. This committee consists of BayCare Chief Compliance Officer, the Corporate Responsibility Officers, and the BayCare Vice President of Team Resources. This committee shall determine if an actual conflict exists and any action required to address the conflict of interest situation. Part VI, Lines 15a & 15b - Process used for Compensation Review and Approval The filing organization does not directly compensate some of its top management employees; rather compensation is paid by a related organization that also follows the compensation policy of the Compensation Committee. The independent Compensation Committee is appointed by the Board of Directors. The Compensation Committee's purpose is to provide oversight for the organization's executive compensation program, review and approve compensation and benefits for all "disqualified persons" subject to the Intermediate Sanctions regulations issued under Section 4958 of the Internal Revenue Code (including the Chief Executive Officer, Chief Administrative Officer & CFO, other system and entity executives, and other disqualified persons as defined in the Intermediate Sanctions regulations (i.e., voting members of the governing body, family members, former officers)), and establish the compensation philosophy for all other executives. This committee engages nationally recognized compensation consultants to assist them in review of executive compensation. The compensation consultants provide a review of each vice president and above in the system to determine if that employee's compensation is reasonable when compared against market standards. The data reviewed comes from compensation studies that include comparable compensation for similarly qualified persons in functionally comparable positions at similarly situated organizations. The organization keeps contemporaneous minutes of the compensation committees meetings and decisions. External consultants review compensation every other year the last review occurring in 2011, but the compensation committee regularly monitors compensation and all other procedures are followed annually. Part VI, Line 19 - How and If the Governing Documents, Conflict of Interest Policy and Financial Statements are Made Available to the Public John Knox Village, Inc. does not make its governing documents, conflict of interest policy or financial statements available to the public. Part VII, Section A, Column B - Estimated hours worked by officers, directors, trustees, key employees, and highest compensated employees at related entities: Cathy Yoder - Franciscan Properties, Inc. - 1 Cathy Yoder - San Damiano Enterprises, Inc. - 1 Cathy Yoder - South Florida Baptist Hospital, Inc. - 1 Cathy Yoder - St. Joseph's Ancillary Services, Inc. - 1 Cathy Yoder - St. Joseph's Community Care, Inc. - 1 Cathy Yoder - St. Joseph's Health Care Center, Inc. - 45 Cathy Yoder - St. Joseph's Hospital, Inc. - 1 Isaac Mallah - Franciscan Properties, Inc. - 1 Isaac Mallah - San Damiano Enterprises, Inc. - 1 Isaac Mallah - South Florida Baptist Hospital, Inc. - 1 Isaac Mallah - St. Joseph's Ancillary Services, Inc. - 1 Isaac Mallah - St. Joseph's Community Care, Inc. - 1 Isaac Mallah - St. Joseph's Health Care Center, Inc. - 45 Isaac Mallah - St. Joseph's Hospital Foundation, Inc. - 1 Isaac Mallah - St. Joseph's Hospital, Inc. - 1 Mary Arghittu - BayCare Health System, Inc. - 1 Mary Arghittu - South Florida Baptist Hospital, Inc. - 1 Mary Arghittu - St. Joseph's Health Care Center, Inc. - 1 Mary Arghittu - St. Joseph's Hospital, Inc. - 1 Patricia Donnelly - St. Joseph's Ancillary Services, Inc. - 1 Patricia Donnelly - St. Joseph's Health Care Center, Inc. - 45 Patricia Donnelly - St. Joseph's Hospital, Inc. - 1 |
| Part XI Line 5 | Unrealized gain on investments $37,107 Capital distribution ($30,186) Other changes in net assets ($63) Total $6,858 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (10 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| BayCare Health System Inc | ||||||||||
| 16255 Bay Vista Drive | Clearwater | FL | 33760 | 592796965 | Support srvcs | FL | 501(c)(3) | 11A | NA | false |
| St Joseph's Health Care Center Inc | ||||||||||
| 3001 W Dr Martin Luther King Jr B | Tampa | FL | 33607 | 592593686 | Support srvcs | FL | 501(c)(3) | 11B | NA | false |
| St Joseph's Ancillary Services Inc | ||||||||||
| 3001 W Dr Martin Luther King Jr Bl | Tampa | FL | 33607 | 592795925 | Health promo | FL | 501(c)(3) | 11B | SJHCC | true |
| Franciscan Properties Inc | ||||||||||
| 3001 W Dr Martin Luther King Jr Bl | Tampa | FL | 33607 | 592822519 | Supports SJH | FL | 501(c)(3) | 11B | SJHCC | true |
| San Damiano Enterprises Inc | ||||||||||
| 3001 W Dr Martin Luther King Jr Bl | Tampa | FL | 33607 | 592822514 | Health invest | FL | 501(c)(3) | 11B | SJHCC | true |
| St Joseph's Community Care Inc | ||||||||||
| 3001 W Dr Martin Luther King Jr | Tampa | FL | 33607 | 593152608 | Medical asst | FL | 501(c)(3) | 11B | SJHCC | true |
| St Joseph's Enterprises Inc | ||||||||||
| 3001 W Dr Martin Luther King Jr Bl | Tampa | FL | 33607 | 592822516 | Health invest | FL | 501(c)(3) | 11B | SJHCC | true |
| St Joseph's Hospital of Tampa Found Inc | ||||||||||
| 3001 W Dr Martin Luther King Jr Bl | Tampa | FL | 33607 | 591100828 | Fundraising | FL | 501(c)(3) | 11C | SJHCC | true |
| St Joseph's Hospital Inc | ||||||||||
| 3001 W Dr Martin Luther King Jr Bl | Tampa | FL | 33607 | 590774199 | Health srvcs | FL | 501(c)(3) | 3 | NA | false |
| SOUTH FLORIDA BAPTIST HOSPITAL | ||||||||||
| 301 NORTH ALEXANDER STREET | PLANT CITY | FL | 33563 | 590594631 | MEDICAL SRVCS | FL | 501(c)(3) | 3 | NA | false |
Form990 Schedule R Part IV Form990ScheduleRPartIV (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|---|
| Healthpoint Management Services Inc | ||||||||
| 4902 Eisenhower Blvd Suite 300 | Tampa | FL | 33634 | 650645457 | Billing/Mgmt | FL | na | C corp |
| Healthpoint Medical Group Inc | ||||||||
| 4902 Eisenhower Blvd Suite 300 | Tampa | FL | 33634 | 593244268 | Physician Group | FL | na | C corp |
| St Joseph's Physicians-Healthcenter Org | ||||||||
| 3001 W Dr Martin Luther King Jr Blv | Tampa | FL | 33607 | 592820509 | Holding company | FL | na | C corp |
| St Joseph's Preferred Inc | ||||||||
| 3001 W Dr Martin Luther King Jr Blv | Tampa | FL | 33607 | 593055643 | Provider network | FL | na | C corp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |