KENTUCKYONE HEALTH MEDICAL GROUP INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- KENTUCKYONE HEALTH MEDICAL GROUP INC (EIN 61-1352729)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-13
- IRS object ID
- 201243189349303694
- 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 | 2012-11-13T17:22:48-06:00 | 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 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 W Main St Ste 1700 PO Box 1178 | AddressLine1 |
| City | Louisville | City |
| State | KY | State |
| ZIP Code | 402011178 | 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 | 611352729 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jewish Physician Group Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % RONALD FARR | InCareOfName |
| Name Control | JEWI | NameControl |
| Phone | 5025403888 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 539 S 4TH STREET | AddressLine1 |
| City | LOUISVILLE | City |
| State | KY | State |
| ZIP Code | 40202 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RONALD J FARR | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Date Signed | 2012-11-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Kim Scifres | Name |
| Phone | 5025810435 | 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 | Ronald Farr | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Abraham Flexner Way | AddressLine1 |
| City | Louisville | City |
| State | KY | State |
| ZIP Code | 40202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 109623456 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1999 | YearFormation |
| State Legal Domicile | KY | StateLegalDomicile |
| Activity Or Mission Description | JEWISH PHYSICIAN GROUP ("JPG") IS THE Physician component of an integrated healthcare delivery system. JPG provides medical care through physician services at clinic locations in Louisville, Kentucky | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1165 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 66690 | TotalGrossUBI |
| Contributions Grants Prior Year | 120819 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 19595 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 96843375 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 109577511 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 8615 | InvestmentIncomePriorYear |
| Investment Income Current Year | 85 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 136228 | OtherRevenuePriorYear |
| Other Revenue Current Year | 26265 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 97109037 | TotalRevenuePriorYear |
| Total Revenue Current Year | 109623456 | 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 | 93617982 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 96869912 | 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 | 36926802 | OtherExpensePriorYear |
| Other Expenses Current Year | 44443054 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 130544784 | TotalExpensesPriorYear |
| Total Expenses Current Year | 141312966 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -33435747 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -31689510 | RevenuesLessExpensesCY |
| Total Assets BOY | 14527544 | TotalAssetsBOY |
| Total Assets EOY | 18640810 | TotalAssetsEOY |
| Total Liabilities BOY | 122592108 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 158394884 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -108064564 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -139754074 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | JEWISH PHYSICIAN GROUP ("JPG") IS THE PHYSICIAN COMPONENT OF AN INTEGRATED HEALTHCARE DELIVERY SYSTEM. JPG PROVIDES MEDICAL CARE THROUGH PHYSICIAN SERVICES AT CLINIC LOCATIONS IN LOUISVILLE, KENTUCKY AND SURROUNDING AREAS. JPG ATTENDED TO OVER 736,0000 OFFICE VISITS DURING 2011. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 111133166 | Expense |
| Revenue | 109521051 | Revenue |
| Description | THE PRIMARY EXEMPT PURPOSE OF Jewish PHYSICIAN GROUP, Inc. ("JPG") IS TO PROVIDE QUALITY MEDICAL CARE THROUGH PHYSICIAN SERVICES AT CLINIC LOCATIONS IN THE LOUISVILLE, KENTUCKY AREA REGARDLESS OF ABILITY TO PAY. Jewish Physician Group, Inc. ("JPG") is the physician component of an integrated health delivery system in Louisville, Kentucky. JPG's sole corporate member is Jewish Hospital and St. Mary's HealthCare, Inc., JHSMH, a Kentucky nonprofit corporation that is exempt from federal income tax as an organization described under 501(c)(3) of the Internal Revenue Code classified as a hospital. JPG provides convenient, quality care and preventive health services. During 2011, JPG attended to over 736,000 office visits throughout Louisville and the surrounding areas. Some of the JPG offices are located in economically depressed areas allowing the practice to service a population unable to meet its financial obligation for payment of services and to make quality healthcare accessible in these areas. JPG provides a broad range of medical services at its clinics including practice areas as follows: *Cardiology *Neurology *Orthopaedics *Internal Medicine JPG provides medical services on a nondiscriminatory basis to all persons in the community able to pay the cost thereof either directly or through third-party reimbursement as well as to those enrolled in the Medicare and Medicaid programs. Additionally, JPG provides health care services to all individuals regardless of their ability to pay in accordance with JPG's charity care policy. Charges written off for Charity Care provided during 2011 totaled $659,220. During 2011, the following activities were provided by JPG in support of JHSMH's charitable mission: 1. JPG provides health fairs, health screenings and health education. 2. Jewish Hospital Diabetes Center (JHDC) opened in November 2007 to provide diabetes care for uninsured or underinsured individuals, primarily African Americans, living in the West End of Louisville, Kentucky. This population has a disproportionately high mortality rate from the disease and an increased prevalence of risk factors. The JHDC program includes the following components: Multidisciplinary diagnosis and treatment of diabetics Patient education and support for self-management of diabetes Education and training for health professionals about prevention, diagnosis, treatment and follow-up Free screenings and outreach activities at public and community events Community education for high-risk non-diabetics about risk factors for diabetes | Description |
| Total Program Service Expense | 111133166 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| 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 | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | 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 | false | 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 | 150 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1165 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| 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 | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | 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 | false | 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 |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | RONALD FARR | NamePerson |
| Telephone Number | 5025403888 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 ABRAHAM FLEXNER WAY | AddressLine1 |
| City | LOUISVILLE | City |
| State | KY | State |
| ZIP Code | 40202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| JAMES FITZPATRICK MD | |||||||||
| DIRECTOR/CEO | 55.0 | X | X | 250970 | 0 | 14993 | |||
| Jeffery Graves MD | |||||||||
| Director | 55.0 | X | 413728 | 0 | 25647 | ||||
| Steve Self | |||||||||
| CHAIRMAN | 55.0 | X | X | 559207 | 0 | 29012 | |||
| Steve Raible | |||||||||
| DIRECTOR | 55.0 | X | 488150 | 0 | 22559 | ||||
| CATHLEEN MORRIS MD | |||||||||
| VICE CHAIR | 55.0 | X | X | 169932 | 0 | 21879 | |||
| MATTHEW OFFUTT | |||||||||
| DIRECTOR | 55.0 | X | 275404 | 0 | 25490 | ||||
| JAMES KETTERHAGEN | |||||||||
| DIRECTOR | 15.0 | X | X | 0 | 378946 | 123187 | |||
| JAMES PAROBEK | |||||||||
| PRESIDENT | 15.0 | X | X | 0 | 143798 | 85384 | |||
| VALERIE BRIONES-PRYOR | |||||||||
| SECRETARY | 55.0 | X | X | 252022 | 0 | 21470 | |||
| KATHLEEN WOOD | |||||||||
| Vice President - JHSMH | 55.0 | 157150 | 0 | 21870 | X | ||||
| Frank Bonnarens | |||||||||
| Physician | 55.0 | 795118 | 0 | 148132 | X | ||||
| Arthur Malkani | |||||||||
| Physician | 55.0 | 1095162 | 0 | 26609 | X | ||||
| Thomas Becherer | |||||||||
| Physician | 55.0 | 952911 | 0 | 29718 | X | ||||
| Edward Tillett | |||||||||
| Physician | 55.0 | 793554 | 0 | 19302 | X | ||||
| LARRY LESLIE | |||||||||
| PHYSICIAN | 55.0 | 844968 | 0 | 25847 | X | ||||
| ERICA WILLIAMS MD | |||||||||
| FORMER SECRETARY | 55.0 | 191862 | 0 | 22431 | X | ||||
| DEBBIE MOLNAR | |||||||||
| FORMER President | 0.0 | 0 | 364690 | 50758 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 7240138 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 887434 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 714288 | TotalOtherCompensation |
| Number Individuals GT100 K | 212 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MD IT | |||||
| PO BOX 844797 | DALLAS | TX | 75284 | TRANSCRIPTION | 200611 |
| COGENT HEALTHCARE INC | |||||
| 2600 MICHELSON DR SUITE 1400 | IRVINE | CA | 92612 | MANAGEMENT FEES | 680314 |
| GE HEALTHCARE | |||||
| PO BOX 740801 | ATLANTA | GA | 30374 | CONTRACT SERVICES | 462126 |
| PARADIGM MANAGEMENT | |||||
| 1690 RING RD SUITE 200 | ELIZABETHTOWN | KY | 42701 | CONSULTING | 241133 |
| EBS MASTER LLC | |||||
| 3055 LEBANON RD | NASHVILLE | TN | 37214 | CONTRACT SERVICES | 207409 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 8 | NumberOfContractorsGT100K |
| All Other Contributions | 19595 | AllOtherContributions |
| Total Contributions | 19595 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| PATIENT SERVICE REVENUE | 621110 | 96944209 | 96944209 | |
| PHYSICIAN FEES | 621990 | 11386800 | 11386800 | |
| MISCELLANEOUS | 621990 | 1246502 | 1190042 | 56460 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 109577511 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
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 Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 16035 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 16035 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16035 | TotalRevenueColumn |
| Exclusion | $16,035 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 85 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 85 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 85 | TotalRevenueColumn |
| Exclusion | $85 | 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 |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PHYSICIAN BILLING | Description |
| Business Code | 561000 | BusinessCode |
| Total Revenue Column | 10230 | TotalRevenueColumn |
| Unrelated Business Revenue | 10230 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 10230 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 109623456 | TotalRevenueColumn |
| Related Or Exempt Function Income | 109521051 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 66690 | UnrelatedBusinessRevenue |
| Exclusion | $16,120 | 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 | 2749482 | Total |
| Program Services | 2749482 | ProgramServices |
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 | 80889103 | Total |
| Program Services | 75121508 | ProgramServices |
| Management And General | 5767595 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5168529 | Total |
| Program Services | 4812115 | ProgramServices |
| Management And General | 356414 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4046375 | Total |
| Program Services | 3767343 | ProgramServices |
| Management And General | 279032 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4016423 | Total |
| Program Services | 3739456 | ProgramServices |
| Management And General | 276967 | 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 | 99032 | Total |
| Management And General | 99032 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
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 | 9222549 | Total |
| Management And General | 9222549 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46025 | Total |
| Program Services | 38792 | ProgramServices |
| Management And General | 7233 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1421972 | Total |
| Program Services | 1203733 | ProgramServices |
| Management And General | 218239 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5617142 | Total |
| Program Services | 5340929 | ProgramServices |
| Management And General | 276213 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 127480 | Total |
| Program Services | 93034 | ProgramServices |
| Management And General | 34446 | 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 | 21595 | Total |
| Program Services | 8270 | ProgramServices |
| Management And General | 13325 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1093511 | Total |
| Program Services | 970745 | ProgramServices |
| Management And General | 122766 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2992935 | Total |
| Program Services | 1852099 | ProgramServices |
| Management And General | 1140836 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| BAD DEBT EXPENSE | 5243210 | 5245585 | -2375 | |
| MEDICAL SUPPLIES | 3926927 | 3926927 | ||
| CORPORATE FEE | 12367528 | 12367528 | ||
| OTHER EXPENSE | 2263148 | 2263148 | 0 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 141312966 | Total |
| Program Services | 111133166 | ProgramServices |
| Management And General | 30179800 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3212 | BOY |
| EOY | 4312 | 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 | 7731321 | BOY |
| EOY | 10968997 | 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 | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 971672 | BOY |
| EOY | 741266 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 10551874 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4571199 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4967703 | BOY |
| EOY | 5980675 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | 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 | 853636 | BOY |
| EOY | 945560 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14527544 | BOY |
| EOY | 18640810 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10289484 | BOY |
| EOY | 12433092 | 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 | 0 | BOY |
| EOY | 0 | 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 | 147376 | BOY |
| EOY | 126337 | 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 | 112155248 | BOY |
| EOY | 145835455 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 122592108 | BOY |
| EOY | 158394884 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -108064564 | BOY |
| EOY | -139754074 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | 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 | -108064564 | BOY |
| EOY | -139754074 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14527544 | BOY |
| EOY | 18640810 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -31689510 | ReconcilationRevenueExpenses |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | 99601 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 283905 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 158891 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 120819 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19595 | CurrentTaxYear |
| Total | 682811 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 39574825 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 72384966 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 89335569 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 96909350 | CurrentTaxYearMinus1Year |
| Current Tax Year | 109587741 | CurrentTaxYear |
| Total | 407792451 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 39674426 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 72668871 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 89494460 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 97030169 | CurrentTaxYearMinus1Year |
| Current Tax Year | 109607336 | CurrentTaxYear |
| Total | 408475262 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 408475262 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1500 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 21107 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 45505 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 70253 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16035 | CurrentTaxYear |
| Total | 154400 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1500 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 21107 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 45505 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 70253 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16035 | CurrentTaxYear |
| Total | 154400 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 39675926 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 72689978 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 89539965 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 97100422 | CurrentTaxYearMinus1Year |
| Current Tax Year | 109623371 | CurrentTaxYear |
| Total | 408629662 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99962 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99957 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00038 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00043 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
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 |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | LOBBYING DUES | Identifier |
| Return Reference | Schedule C, Part II-B Line i | ReturnReference |
| Explanation | Membership dues for Professional Medical Associations are paid for by Jewish Physician Group (JPG). A portion of these dues is for lobbying expenditures. JPG does not currently have a process to track this percentage, however, we estimate the amount to be minimal. | 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 | |
| Buildings | Buildings |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2757903 | OtherCostOrOtherBasis |
| Depreciation | 1024044 | Depreciation |
| Book Value | 1733860 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7793971 | OtherCostOrOtherBasis |
| Depreciation | 3547156 | Depreciation |
| Book Value | 4246815 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 5980675 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| NON-PATIENT RECEIVABLES | 10722 |
| EXECUTIVE BENEFITS | 934838 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 945560 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| SELF INSURANCE RESERVE | $4,167,915 |
| DUE TO JHSMH | $140,732,702 |
| ACCRUED PENSION EXPENSE | $934,838 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 145835455 | TotalOfAmounts |
| Total Revenue | 109623456 | TotalRevenue |
| Total Expenses | 141312966 | TotalExpenses |
| Excess Or Deficit For Year | -31689510 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | -31689510 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 109623456 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 109623456 | RevenueSubtotal |
| Total Revenue Per Form990 | 109623456 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 141312966 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 141312966 | ExpensesSubtotal |
| Total Expenses Per Form990 | 141312966 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | INCOME TAXES | Identifier |
| Return Reference | SCH D, PART X, LINE 2 | ReturnReference |
| Explanation | -------------------- MOST OF THE INCOME RECEIVED BY JHSMH AND CERTAIN AFFILIATES IS EXEMPT FROM TAXATION UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE. SOME OF ITS SUBSIDIARIES ARE TAXABLE ENTITIES, AND SOME OF THE INCOME RECEIVED BY OTHERWISE EXEMPT ENTITIES IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. JHSMH FILES FEDERAL INCOME TAX RETURNS AS WELL AS INCOME TAX RETURNS IN KENTUCKY AND INDIANA. ASC 740, INCOME TAXES, CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN A COMPANY'S FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. ASC 740 ALSO PROVIDES GUIDANCE ON DESCRIPTION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE, AND TRANSITION. NO AMOUNT HAS BEEN RECORDED RELATED TO ASC 740 AT EITHER DECEMBER 31, 2011 OR 2010. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | 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 | true | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | true | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (17 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KATHLEEN WOOD | |||||||||||||
| 155672 | 0 | 0 | 0 | 1478 | 0 | 9385 | 0 | 12485 | 0 | 179020 | 0 | 0 | 0 |
| JAMES FITZPATRICK MD | |||||||||||||
| 233635 | 0 | 7518 | 0 | 9817 | 0 | 7235 | 0 | 7758 | 0 | 265963 | 0 | 0 | 0 |
| ERICA WILLIAMS MD | |||||||||||||
| 163198 | 0 | 22486 | 0 | 6178 | 0 | 11484 | 0 | 10947 | 0 | 214293 | 0 | 0 | 0 |
| DEBBIE MOLNAR | |||||||||||||
| 0 | 354782 | 0 | 0 | 0 | 9908 | 0 | 39792 | 0 | 10966 | 0 | 415448 | 0 | 0 |
| Frank Bonnarens | |||||||||||||
| 793212 | 0 | 0 | 0 | 1906 | 0 | 134652 | 0 | 13480 | 0 | 943250 | 0 | 0 | 0 |
| Arthur Malkani | |||||||||||||
| 948728 | 0 | 144528 | 0 | 1906 | 0 | 14700 | 0 | 11909 | 0 | 1121771 | 0 | 0 | 0 |
| Thomas Becherer | |||||||||||||
| 878604 | 0 | 73078 | 0 | 1229 | 0 | 14700 | 0 | 15018 | 0 | 982629 | 0 | 0 | 0 |
| Edward Tillett | |||||||||||||
| 714834 | 0 | 75158 | 0 | 3562 | 0 | 14700 | 0 | 4602 | 0 | 812856 | 0 | 0 | 0 |
| Jeffery Graves MD | |||||||||||||
| 402985 | 0 | 0 | 0 | 10743 | 0 | 14700 | 0 | 10948 | 0 | 439376 | 0 | 0 | 0 |
| Steve Self | |||||||||||||
| 486431 | 0 | 70870 | 0 | 1906 | 0 | 14700 | 0 | 14312 | 0 | 588219 | 0 | 0 | 0 |
| Steve Raible | |||||||||||||
| 482682 | 0 | 0 | 0 | 5468 | 0 | 14700 | 0 | 7859 | 0 | 510709 | 0 | 0 | 0 |
| CATHLEEN MORRIS MD | |||||||||||||
| 161402 | 0 | 7343 | 0 | 1187 | 0 | 10182 | 0 | 11697 | 0 | 191811 | 0 | 0 | 0 |
| LARRY LESLIE | |||||||||||||
| 649629 | 0 | 194510 | 0 | 829 | 0 | 14700 | 0 | 11147 | 0 | 870815 | 0 | 0 | 0 |
| MATTHEW OFFUTT | |||||||||||||
| 221762 | 0 | 52907 | 0 | 735 | 0 | 14543 | 0 | 10947 | 0 | 300894 | 0 | 0 | 0 |
| JAMES KETTERHAGEN | |||||||||||||
| 0 | 376229 | 0 | 0 | 0 | 2717 | 0 | 85783 | 0 | 37404 | 0 | 502133 | 0 | 0 |
| JAMES PAROBEK | |||||||||||||
| 0 | 140434 | 0 | 0 | 0 | 3364 | 0 | 81611 | 0 | 3773 | 0 | 229182 | 0 | 0 |
| VALERIE BRIONES-PRYOR | |||||||||||||
| 237759 | 0 | 10000 | 0 | 4263 | 0 | 13611 | 0 | 7859 | 0 | 273492 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| NONQUALIFIED RETIREMENT PLAN | SCH J, PART I, LINE 4B | ------------------------- Increase in Actuarial Value of Nonqualified Retirement Plan: Debbie Molnar $20,192 Frank Bonnarens $119,952 James Parobek $77,861 James Ketterhagen $71,083 NOTE: These amounts represent the accrued benefit amount and are subject to risk of forfeiture. |
| MANAGEMENT INCENTIVE PROGRAM | SCH J, PART I, LINES 6A & 6B | ------------------------- Katie Wood, James Ketterhagen, and Jim Parobek participated in a management incentive program provided by Jewish Hospital & St. Mary's Healthcare, Inc., a related 501(c)(3) corporation who is the sole member of Jewish Physician Group, Inc. Jewish Hospital & St. Mary's HealthCare, Inc. has management incentive plans for Corporate Officers, Senior Vice Presidents, Vice-Presidents and Directors. Annual payouts related to these incentive plans have two components: 1. 50% of the annual payout is based on net operating income targets. If these targets are not met, payouts are not made. 2. 50% of the annual payout is based on 3-5 strategic goals set by the individual and their leaders. These stretch goals are strategic in nature and are different than performance goals set by the individual. They are intended to drive the organization forward and usually involve large projects, process-improvements or system-wide initiatives. This component of the Management Incentive Plan is paid if goals are obtained. |
| NON-FIXED PAYMENTS | SCH J, PART I, LINE 7 | ------------------------- Arthur Malkani, Thomas Becherer, Larry Leslie, Edward Tillett, Matthew Offutt, Steve Self, Cathleen Morris, James Fitzpatrick, and Erica Williams were paid productivity bonuses during 2011. See Schedule O disclosure regarding the process for determining compensation. |
| BOARD MEMBER COMPENSATION REPORTED ON SCHEDULE J | Form 990, Schedule J, Part II | ------------------------- Compensation being reported for board members is related to the individual's position as a physician or employee of Jewish Physician Group or Jewish Hospital & St. Mary's Healthcare, Inc. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| MEMBERS OF THE ORGANIZATION | FORM 990, PART VI, SECTION A, LINE 6 | ------------------------- Jewish Physician Group, Inc. is a Kentucky Nonstock Corporation whose sole corporate member is Jewish Hosptial & St. Mary's HealthCare, Inc.- a related non-profit corporation. |
| ELECTION OF MEMBERS OF THE GOVERNING BODY | FORM 990, PART VI, SECTION A, LINE 7A | ------------------------- The amended and restated by-laws of the corporation state there shall be nine members of the Board of Directors. Two of those members shall be the Chief Medical Officer and the Chief Operating Officer of Jewish Hospital & St. Mary's HealthCare, Inc., JPG's sole Corporate Member. Additionally, the President and Chief Executive Officer of JPG, the Chairperson of the Board, and the Vice Chairperson of the Board are appointed by the Chief Executive Officer of JHSMH. |
| APPROVAL OF DECISIONS OF THE GOVERNING BODY | FORM 990, PART VI, SECTION A, LINE 7B | ------------------------- The following matters, if previously approved by the Board or any Committee of the Board, shall also require the prior approval of the Corporate Member to be effective: Approval of the annual operating and capital budgets of JPG; Approval of any financial expenditure which deviate from any line item of JPG's annual operating or capital budgets by more than $500,000; Approval of the sale, lease, mortgage, or other transfer or encumbrance of the real property of JPG; Approval of any sale, lease, mortgage or other transfer or encumbrance of the personal property and assets of JPG if the sum of any such transfers in any year exceeds $500,000; Approval of the merger, acquisition, consolidation, liquidation or dissolution of JPG; Approval of the adoption, approval and amendment of salaries and other compensation (including the award of any incentive compensation) and benefits and the other terms of employment (including compensation plans, formulas and philosophy) or engagement of the officers and employees, including physician employees of JPG, and physicians who are independent contractors for JPG; Approval of any borrowing or lending of money or the creation of indebtedness through the guaranty of another's debt or similar action; Approval of any giving, seeking or receiving and oversight of administration or use of grants and other contributions and gifts; Approval of the commencement or settlement of claims or litigation in excess of a threshold amount; Approval of the appointment and removal of directors of the board of JPG; Approval of the creation, ownership or acquisition of, or affiliation with, any other organization; Approval of the alteration, amendment or repeal of the Bylaws of JPG; Approval of the alteration, amendment or repeal of the Articles of Incorporation of JPG; Approval of the adoption or modification of any strategic plan, business plan, or mission plan of JPG; Approval of any material changes in the scope of services offered by JPG, including the range of physician specialties employed by or contracted by JPG; Approval of the addition of any new corporate members; and Approval of the adoption, modification or repeal of policies of JPG pertaining to charity care and nondiscrimination against Medicare and Medicaid patients. In addition to the rights reserved to the Corporate Member pursuant to these Bylaws, the Corporate Member is granted authority to unilaterally take any action on behalf of, or with respect to, the Corporation which is not inconsistent with Kentucky law and which is required to maintain the federal and state tax exemptions of the Corporation and the Corporate Member, to not result in the Corporation having more than an insubstantial amount of unrelated business activities, and to result in the Corporation acting in furtherance of its and the Corporate Member's tax exempt purposes. In all cases, these determinations shall be made by the Corporate Member in its discretion reasonably exercised based on the advice of legal counsel or upon any reasonable ground, including, without limitation, a request or direction of any legislative, administrative, regulatory or judicial agency having authority with respect to the subject matter under consideration." |
| REVIEW OF FORM 990 | FORM 990, PART VI, SECTION B, LINE 11 | ------------------------- JPG's Form 990 was prepared by an outside accounting firm and reviewed by the Vice President of Finance and Chief Financial Officer. Due to time constraints, JPG's form 990 was not able to be distributed to JHSMH's board prior to filing. However, a copy of the final return will be provided to JHMSH board members and any questions will be addressed. The Form 990 is presented to the JHSMH board members as JHSMH has significant control over TPG through the reserved powers outlined on Part VI, question 6 and 7b. |
| PROCESS FOR DETERMINING COMPENSATION | FORM 990, PART VI, SECTION B, LINE 15A & 15B | ------------------------- James Parobek is the President of Jewish Physician Group, Inc. ("JPG") Katie Wood is Vice President of JPG. James and Katie are both employed by Jewish Hospital & St. Mary's Healthcare. Their compensation is reviewed and approved by Jewish Hospital & St. Mary's HealthCare, Inc. The following review and approval process is used by Jewish Hospital & St. Mary's HealthCare, Inc. (JHSMH). The Management Review Committee consists of approximately 9 members of JHSMH's Board, and is responsible for review and approval of top management compensation. During 2011, the Committee consisted of independent directors. The full committee addressed the overall compensation philosophy and how the organization's goals can be furthered by the structure of compensation. The independent Management Review Committee and all independent members of the full Board approved maximum compensation levels for all Disqualified Persons. Non-independent directors did not participate in the discussion or vote on compensation levels for individuals. The Management Review Committee retained an outside compensation consultant from a national firm to advise it regarding reasonable compensation levels, and relied on the consultant's opinion that compensation levels are reasonable. The Committee receives a market review on each Disqualified Person from the compensation consultant. The Management Review Committee approved the peer group of similar entitles used to measure comparable compensation levels. The Management Review Committee follows the process necessary to obtain the rebuttable presumption that compensation levels are reasonable, including contemporaneous documentation of decisions. Physician Compensation --------------------- Physician Compensation is overseen by the Physician Transaction Committee of the Jewish Hospital & St. Mary's Healthcare ("JHSMH") Board. The Physician Transaction Committee has been established as a subcommittee of the JHSMH Finance Committee and is comprised of board members from JHSMH, JPG's sole corporate member. All members of the Physician Transaction Committee are independent. The Physician Transaction Committee is responsible for ensuring transactions between JPG and physicians, which includes compensation, are conducted at arms length and fair market value. Each physician employee of JPG who provides medical services does so pursuant to a Physician Employment Agreement. Physician compensation levels under the Employment Agreement are based on national industry standards (Medical Group Management Association). In addition, certain bonuses paid to JPG physicians take into account the productivity of each individual physician. Physicians are not penalized for providing charity care. Thus, the compensation arrangement does not have the potential for reducing the charitable services JPG provides. Physician Compensation is reviewed annually by an independent compensation consultant for reasonableness. Outcomes from this review are presented to the Physician Transaction Committee for approval. The Physician Transaction Committee retained an outside compensation consultant to advise it regarding reasonable compensation levels, and relied on the consultant's opinion that compensation levels are reasonable. The Committee receives a market review on each Physician from the compensation consultant. The Physician Transaction Committee follows the process necessary to obtain the rebuttable presumption that compensation levels are reasonable, including contemporaneous documentation of decisions. |
| MAKING DOCUMENTS AVAILABLE TO THE PUBLIC | FORM 990, PART VI, SECTION B, LINE 19 | ------------------------- Jewish Physician Group, Inc. f/k/a The Physician Group at Jewish Hospital & St. Mary's HealthCare, Inc. ("JPG") does not make its governing documents, conflict of interest policy or financial statements available to the general public. |
| MONITORING THE CONFLICT OF INTEREST POLICY | FORM 990, PART VI, SECTION B, LINE 12C | ------------------------- Annual Statements ------------------- Each trustee, director, officer and member of a committee with board delegated powers of JPG, shall annually sign a statement, which affirms that such person: Has received a copy of JPG's conflicts of interest policy, Has read and understands this policy, Has agreed to comply with this policy, and Understands that JPG is a charitable organization and that in order to maintain its federal tax exemption it must engage primarily in activities that accomplish one or more of its tax-exempt purpose. Annual Questionnaire -------------------- Each trustee, director, officer and member of a committee with board delegated powers of JPG, and key employee of JPG, shall annually complete a Conflicts of Interest Questionnaire. Completion of the annual questionnaire is coordinated by JHSMH's General Counsel and JHSMH's Corporate Compliance Officer. Periodic Reviews -------------------- To ensure that each of the JPG operates in a manner consistent with its charitable purposes and that it does not engage in activities that could jeopardize its status as an organization exempt from federal income tax, periodic reviews shall be conducted. The periodic reviews shall, at a minimum, include the following subjects: Whether compensation arrangements and benefits are reasonable and are the result of arm's-length bargaining. Whether acquisitions of physician practices and other provider services result in inurement or impermissible private benefit. Whether partnership and joint venture arrangements and arrangements with management service organizations and physician hospital organizations conform to written policies, are properly recorded, reflect reasonable payments for goods and services, further such JPG's charitable purposes and do not result in inurement or impermissible private benefit. Whether agreements to provide health care and agreements with other health care providers, employees, and third party payors further JPG's charitable purposes and does not result in inurement or impermissible private benefit. In conducting such periodic reviews, JPG may, but need not, use outside advisors. If outside experts are used, their use shall not relieve the governing board of its responsibility for ensuring that periodic reviews are conducted. |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:JAMES KETTERHAGEN TITLE:DIRECTOR HOURS:40 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:JAMES PAROBEK TITLE:PRESIDENT HOURS:40 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:DEBBIE MOLNAR TITLE:FORMER President HOURS:55 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Jewish Hospital HealthCare ServicesInc | ||||||||||
| 200 Abraham Flexner Way | Louisville | KY | 40202 | 203805455 | Parent | KY | 501(c)(3) | 11, Type 2 | NA | false |
| Jewish Hospital & St Mary's Healthcare | ||||||||||
| 539 S Fourth Street | Louisville | KY | 40202 | 611029768 | Medical Svcs | KY | 501(c)(3) | 3 | NA | false |
| JH Properties Inc | ||||||||||
| 200 Abraham Flexner Way | Louisville | KY | 40202 | 611029769 | prop. rental | KY | 501(c)(3) | 9 | NA | false |
Form990 Schedule R Part III Form990ScheduleRPartIII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | Code VCodeVAmount | General Or Managing PartnerGeneralOrManagingPartner | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SCA PREMIER SURG CTR OF LOUISVILLE LLC | ||||||||||||||
| 200 Abraham Flexner Way | LOUISVILLE | KY | 40202 | 721386840 | MGT SERVICES | KY | JHSMH INC | RELATED | 0 | 0 | false | $0 | false | 0.00000 |
| Surgery Center of Louisville LLC | ||||||||||||||
| 200 Abraham Flexner Way | Louisville | KY | 40202 | 621179537 | MGT Services | KY | JHSMH Inc | Related | 0 | 0 | false | $0 | false | 0.00000 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JHP MANAGEMENT INC | |||||||||||
| 200 ABRAHAM FLEXNER WAY | LOUISVILLE | KY | 40202 | 204498858 | MANAGEMENT SERV | KY | JHHS INC | C CORP | 0 | 0 | 0.00000 |
| BC HOLDINGS INC | |||||||||||
| 1850 BLUEGRASS AVENUE | LOUISVILLE | KY | 40215 | 311542851 | INACTIVE | KY | NA | C CORP | 0 | 0 | 0.00000 |
| Medgroup Services Inc | |||||||||||
| 200 Abraham Flexner Way | Louisville | KY | 40202 | 611338294 | Inactive | KY | JHP Management | C-Corp | 0 | 0 | 0.00000 |
| 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 | true | 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 | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jewish Hospital & St Mary's Healthcare Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | o | TransactionType |
| Amount Involved | 12367528 | AmountInvolved |
| Method Of Amt Determination | FMV | MethodOfAmtDetermination |