ST JOSEPH FOUNDATION OF BRYAN TEXAS: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ST JOSEPH FOUNDATION OF BRYAN TEXAS (EIN 74-2351158)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-09
- IRS object ID
- 201103139349302660
- Schema version
- 2010v3.4
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-09T14:50:29-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | 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 | 111 MONUMENT CIRCLE SUITE 2600 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742351158 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST JOSEPH FOUNDATION OF BRYAN TEXAS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STJO | NameControl |
| Phone | 9797762553 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 FRANCISCAN DRIVE | AddressLine1 |
| City | BRYAN | City |
| State | TX | State |
| ZIP Code | 77802 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LISA MCNAIR | Name |
| Title | SR VP/CFO | Title |
| Date Signed | 2011-11-08 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3176817000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ANTHONY PFITZER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 FRANCISCAN DRIVE | AddressLine1 |
| City | BRYAN | City |
| State | TX | State |
| ZIP Code | 77802 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1085040 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.FOUNDATION.ST-JOSEPH.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1984 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | The St. Joseph Foundation of Bryan, Texas, provides support for the operation of the Health Care Affiliates of St. Joseph Services Corporation through contributions and pledges from the community. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1865109 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 820589 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 6978 | InvestmentIncomePriorYear |
| Investment Income Current Year | 35377 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -30359 | OtherRevenuePriorYear |
| Other Revenue Current Year | -47491 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1841728 | TotalRevenuePriorYear |
| Total Revenue Current Year | 808475 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1134439 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 465098 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 405450 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 544134 | 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 | 418335 | OtherExpensePriorYear |
| Other Expenses Current Year | 297094 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1958224 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1306326 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -116496 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -497851 | RevenuesLessExpensesCY |
| Total Assets BOY | 2028740 | TotalAssetsBOY |
| Total Assets EOY | 2384753 | TotalAssetsEOY |
| Total Liabilities BOY | 21156 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 21350 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2007584 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2363403 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE ST JOSEPH FOUNDATION OF BRYAN, TEXAS PROVIDES SUPPORT FOR THE OPERATION OF THE HEALTH CARE AFFILIATES OF ST. JOSEPH SERVICES CORPORATION THROUGH CONTRIBUTIONS AND PLEDGES FROM THE COMMUNITY. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 522842 | Expense |
| Grants | 465098 | Grants |
| Description | SJF RAISES MONEY FOR TAX-EXEMPT SUBSIDIARIES OF ST JOSEPH SERVICES CORPORATION TO ASSIST WITH PURCHASES OF NEW MEDICAL TECHNOLOGY, CANCER RESEARCH, AND SCHOLARSHIPS TOWARD DEGREES IN THE MEDICAL FIELD. DURING 2010 SJF RECEIVED $47,631 OF IN-KIND DONATIONS IN SUPPORT OF ITS PROGRAMS WHICH ARE NOT INCLUDED IN THE EXPENSE AMOUNT OF $522,842. THESE DONATIONS CONSISTED OF PROFESSIONAL MEDIA SERVICES AND PRODUCTION AND MEDIA EXPENSES. | Description |
| Total Program Service Expense | 522842 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | 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 | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | 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 | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | 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 | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 12 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| 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 | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| 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 | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | 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 |
| 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 | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | TX | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LISA MCNAIR CFO | NamePerson |
| Telephone Number | 9797762553 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 FRANCISCAN DRIVE | AddressLine1 |
| City | BRYAN | City |
| State | TX | State |
| ZIP Code | 77802 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| GEORGE NELSON | |||||||
| CHAIR, SJHS | 1.0 | X | X | 0 | 0 | 0 | |
| DREW MATTHEWS | |||||||
| CHAIRPERSON | 1.0 | X | 0 | 0 | 0 | ||
| GRANT HOLT | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| MARK SCARMARDO | |||||||
| VICE CHAIR | 1.0 | X | 0 | 0 | 0 | ||
| SUE LEE | |||||||
| DIRECTOR-AT-LARGE | 1.0 | X | 0 | 0 | 0 | ||
| JULIA GARDNER | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| M L RED CASHION | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| NICOLE DESTEFANO | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| CLAY GERNGROSS | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| JAMES HASSELL | |||||||
| SECRETARY | 1.0 | X | 0 | 0 | 0 | ||
| KAY HENSARLING | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| SR JOAN JURSKI OSF | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| HONEY KUTACH | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| MONSIGNOR JOHN MCCAFFREY | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| ANTHONY PFITZER | |||||||
| EX-OFFICIO DIRECTOR | 1.0 | X | X | 0 | 508552 | 32894 | |
| KAY RICE | |||||||
| DIRECTOR TO 2/2010 | 1.0 | X | 0 | 0 | 0 | ||
| DAVID WARD | |||||||
| DIRECTOR TO 2/2010 | 1.0 | X | 0 | 0 | 0 | ||
| CAROLINE MCDONALD | |||||||
| DIRECTOR TO 2/2010 | 1.0 | X | X | 0 | 0 | 0 | |
| REBA C RAGSDALE | |||||||
| Immediate Past Chair To 2/2010 | 1.0 | X | X | 0 | 0 | 0 | |
| JASON P BIENSKI | |||||||
| Director To 2/2010 | 1.0 | X | 0 | 0 | 0 | ||
| ANNETTE M STEPHNEY | |||||||
| DIRECTOR TO 2/2010 | 1.0 | X | 0 | 0 | 0 | ||
| NICOLE CATALINA | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| THOMAS POOL | |||||||
| EXEC VICE PRESIDENT-FOUNDATION | 40.0 | X | 0 | 131467 | 20695 | ||
| LISA MCNAIR | |||||||
| TREASURER | 1.0 | X | 0 | 275277 | 28882 | ||
| GRETCHEN KUNZ | |||||||
| SENIOR DEVELOPMENT OFFICER | 36.0 | 0 | 89122 | 10889 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1004418 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 93360 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | NONE | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Of Contractor | AddressOfContractor |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 243409 | FundraisingEvents |
| Related Organizations | 76668 | RelatedOrganizations |
| All Other Contributions | 500512 | AllOtherContributions |
| Total Contributions | 820589 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 28055 | TotalRevenueColumn |
| Exclusion | $28,055 | 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) |
|---|---|---|
| Securities | 195196 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 187874 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7322 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7322 | TotalRevenueColumn |
| Exclusion | $7,322 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 41200 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 243409 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 88691 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -47491 | TotalRevenueColumn |
| Exclusion | -$47,491 | ExclusionAmount |
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 | 808475 | TotalRevenueColumn |
| Exclusion | -$12,114 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 465098 | Total |
| Program Services | 465098 | ProgramServices |
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 | 0 | Total |
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 | 453310 | Total |
| Management And General | 453310 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90824 | Total |
| Management And General | 90824 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
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 | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28705 | Total |
| Management And General | 28705 | 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 | 30258 | Total |
| Management And General | 30258 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 109029 | Total |
| Management And General | 109029 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 137 | Total |
| Management And General | 137 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7200 | Total |
| Management And General | 7200 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13040 | Total |
| Management And General | 13040 | 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 | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2825 | Total |
| Program Services | 2825 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 970 | Total |
| Program Services | 970 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Bad debt expense | 9265 | 9265 | |
| EXPENSES REIMB TO AFFILIATE | 44684 | 44684 | |
| Dues & Subscriptions | 21394 | 21394 | |
| Assessment fee | 14959 | 14959 | |
| Leased employees | 14628 | 14628 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1306326 | Total |
| Program Services | 522842 | ProgramServices |
| Management And General | 783484 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 424074 | BOY |
| EOY | 340402 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 774150 | BOY |
| EOY | 922331 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Accounts Receivable | AccountsReceivable |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11019 | BOY |
| EOY | 10495 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 84692 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 65267 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22251 | BOY |
| EOY | 19425 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 501666 | BOY |
| EOY | 559785 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17156 | BOY |
| EOY | 842 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 278424 | BOY |
| EOY | 531473 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2028740 | BOY |
| EOY | 2384753 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21156 | BOY |
| EOY | 21350 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21156 | BOY |
| EOY | 21350 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 170377 | BOY |
| EOY | 345186 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1837207 | BOY |
| EOY | 2018217 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2007584 | BOY |
| EOY | 2363403 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2028740 | BOY |
| EOY | 2384753 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -497851 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 853670 | ReconcilationOtherChanges |
| 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) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (7 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|
| ST JOSEPH REGIONAL HEALTH CENTER | ||||
| 741282696 | 03 | true | true | $392,535 |
| MADISON ST JOSEPH HEALTH CENTER | ||||
| 742761145 | 03 | true | true | $2,493 |
| BURLESON ST JOSEPH HEALTH CENTER | ||||
| 742759890 | 03 | true | true | $0 |
| BURLESON ST JOSEPH MANOR | ||||
| 742913931 | 09 | true | true | $0 |
| ST JOSEPH MANOR | ||||
| 742847594 | 09 | true | true | $0 |
| ST JOSEPH SERVICES CORPORATION | ||||
| 742455161 | 03 | true | true | $0 |
| ST JOSEPH PHYSICIAN ASSOCIATES | ||||
| 203159302 | 03 | true | true | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 7 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 395027 | SumOfAmounts |
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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 493619 | BeginningOfYearBalance |
| End Of Year Balance | 493619 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 476327 | BeginningOfYearBalance |
| Contributions | 17292 | Contributions |
| End Of Year Balance | 493619 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 Years | CurrentYearMinus2Years | |
| Board Designated EOY Balance | 0.43674 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.56326 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Land | Land | |
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 84692 | OtherCostOrOtherBasis |
| Depreciation | 65267 | Depreciation |
| Book Value | 19416 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 19416 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| INTEREST RECEIVABLE | 1335 |
| TREE OF LIFE - CANCER FUND | 34859 |
| DUE FROM RELATED PARTIES | 495279 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 531473 | TotalBookValueOtherAssets |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ENDOWMENT FUNDS | SCHEDULE D, PART V | The intent of the Foundation is to preserve the historic dollar value of original board-designated endowments. The Foundation classified the historic value of board-designated endowments to be held in perpetuity. The remaining accumulated earnings of the board-designated endowment funds are classified as restricted. |
| LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER ASC740-10 | SCHEDULE D, PART X, 2 | THERE ARE NO MATERIAL UNRECORDED TAX LIABILITIES AS OF DECEMBER 31, 2010 OR 2009. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SURVIVE&THRIVE | NameOfEvent1 |
| Gross Receipts Event1 | 113833 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 94333 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 19500 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 5235 | NonCashPrizesEvent1 |
| Food And Beverage Event1 | 15375 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 3972 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 5751 | OtherDirectExpensesEvent1 |
| Name Of Event2 | BRAZOS VALLEY O | NameOfEvent2 |
| Gross Receipts Event2 | 58014 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 45414 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 12600 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 2790 | NonCashPrizesEvent2 |
| Food And Beverage Event2 | 10350 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 8447 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 3 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 112762 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 103662 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 9100 | GrossRevenueOtherEvents |
| Non Cash Prizes Other Events | 1000 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 500 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 11769 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 3150 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 20352 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 284609 | GrossReceiptsTotal |
| Charitable Contributions Total | 243409 | CharitableContributionsTotal |
| Gross Revenue Total Events | 41200 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 9025 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 500 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 37494 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 7122 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 34550 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 88691 | DirectExpenseSummaryEvents |
| Net Income Summary | -47491 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 3207 BRIARCREST DR | BRYAN | TX | 77802 | 741185665 | 501(c)(3) | 23133 | HALF OF PROCEEDS FROM S&T EVENT |
| ANNENBERG PRESIDENTIAL CONFERENCE | |||||||
| 4347 TAMU | COLLEGE STATION | TX | 77843 | 746000531 | 501(c)(3) | 9966 | NEUROLOGICAL SYMPOSIUM-FREE EDUCATION |
| BLINN COLLEGE | |||||||
| 902 COLLEGE AVE | BRENHAM | TX | 77833 | 746000400 | 501(C)(3) | 20278 | SCHOLARSHIPS FOR STUDENTS |
| S&W HEALTHCARE FOUNDATION | |||||||
| 2401 SOUTH 31ST STREET | TEMPLE | TX | 76508 | 273513154 | 501(c)(3) | 11554 | HALF OF PROCEEDS FROM BVO 2010 EVENT |
| DINING SERVICES TEXAS A&M UNIVERSITY | |||||||
| 1238 TAMU | COLLEGE STATION | TX | 77843 | 746000531 | 501(C)(3) | 5984 | NEUROLOGICAL SYMPOSIUM-FREE EDUCATION |
| ST JOSEPH REGIONAL HEALTH CENTER | |||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 741282696 | 501(C)(3) | 385385 | ASSETS, RENOVATIONS |
| THE MATTHEWS GROUP INC | |||||||
| 400 LAKE ST | BRYAN | TX | 77801 | 742859970 | 501(c)(3) | 8798 | NEUROLOGICAL SYMPOSIUM - FREE EDUCATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 7 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Form 990, Schedule I | Identifier |
| Return Reference | Description of Organization's Procedures for Monitoring the Use of Grants | ReturnReference |
| Explanation | ANNUALLY, SJF GIVES GRANTS FOR SCHOLARSHIPS TO TEAM MEMBERS OF SJHS AND INDIVIDUALS OF THE BRAZOS VALLEY AREA. A FORMAL APPLICATION IS REQUESTED ALONG WITH SUPPORTIVE DOCUMENTATION AND THIS IS REVIEWED AT LEAST ANNUALLY BY THE SCHOLARSHIP COMMITTEE OF SJF. RECOMMENDATIONS FOR SCHOLARSHIPS ARE THEN MADE BY THE SCHOLARSHIP COMMITTEE TO THE BOARD OF DIRECTORS OF SJF FOR APPROVAL. WHEN APPROVED AND TUITION FEE IS RECEIVED BY SJF, PAYMENT IS MADE DIRECTLY TO THE UNIVERSITY. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | 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 | false | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANTHONY PFITZER | |||||||||||||
| 0 | 461925 | 0 | 12492 | 0 | 34135 | 0 | 21573 | 0 | 11321 | 0 | 541446 | 0 | 0 |
| THOMAS POOL | |||||||||||||
| 0 | 127717 | 0 | 3750 | 0 | 0 | 0 | 9374 | 0 | 11321 | 0 | 152162 | 0 | 0 |
| LISA MCNAIR | |||||||||||||
| 0 | 267282 | 0 | 7995 | 0 | 0 | 0 | 19823 | 0 | 9059 | 0 | 304159 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Supplemental Compensation Information | Identifier |
| Explanation | ANY COMPENSATED OFFICERS LISTED ARE EMPLOYEES OF ST. JOSEPH REGIONAL HEALTH CENTER (SJRHC) AND ALL COMPENSATION INFORMATION IS REPORTED UNDER EIN: 74-1282696. ST. JOSEPH FOUNDATION (SJF) RELIES ON SJRHC WHICH USES (A) COMPENSATION COMMITTEE, (B) WRITTEN EMPLOYMENT CONTRACT, (C) INDEPENDENT COMPENSATION CONSULTANT, (D) COMPENSATION SURVEY OR STUDY, AND (E) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH THE COMPENSATION OF TOP MANAGEMENT OFFICIALS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Classes of Members or Stockholders | Form 990, Part VI, 6 | BYLAWS, SECTION 1. MEMBERSHIP THE MEMBERSHIP OF THE FOUNDATION SHALL CONSIST OF ONE (1) CLASS AND THE ONLY MEMBER OF THE FOUNDATION SHALL BE ST. JOSEPH SERVICES CORPORATION, D/B/A ST. JOSEPH HEALTH SYSTEM, A TEXAS NONPROFIT CORPORATION (HEREINAFTER REFERRED TO AS "ST. JOSEPH HEALTH SYSTEM" OR "SJHS" OR THE "MEMBER"). |
| Members/stockholders who may elect one or more members of governing body | Form 990, Part VI, 7A & 7B | BYLAWS, SECTION 2. RESERVED POWER EXERCISABLE BY MEMBER ALONE IN ADDITION TO, AND NOT IN LIMITATION OF, THE POWERS RESERVED TO MEMBERS OF NONPROFIT CORPORATIONS BY LAW AND PURSUANT TO THE ARTICLES OF INCORPORATION AND OTHER PROVISIONS OF THESE BYLAWS, ACTION BY ST. JOSEPH HEALTH SYSTEM IN ITS CAPACITY AS SOLE MEMBER OF THE CORPORATION AND SUBJECT TO APPROVAL BY THE MEMBER OF SJHS, FRANCISCAN SERVICES CORPORATION ("FSC') WHEN REQUIRED BY THE ARTICLES OF INCORPORATION OR BYLAWS OF SJHS SHALL BE REQUIRED AND SHALL BE SUFFICIENT: A) TO ADOPT OR CHANGE THE PHILOSOPHY, OBJECTIVES, PURPOSES, OR ETHICAL OR RELIGIOUS STANDARDS OF THE FOUNDATION AND OF ORGANIZATIONS CONTROLLED BY THE FOUNDATION; B) TO APPOINT THE DIRECTORS OF THE FOUNDATION AND TO REMOVE THEM AT WILL, WITH OR WITHOUT CAUSE, AS PROVIDED IN ARTICLE IV, SECTION 2 AND 4 OF THESE BYLAWS; C) TO APPOINT AND REMOVE THE EXECUTIVE DIRECTOR AS PROVIDED IN ARTICLE VI, SECTION 6 OF THESE BYLAWS; D) TO AMEND OR REPEAL THE ARTICLES OF INCORPORATION; E) TO AMEND OR REPEAL THE BYLAWS OF THE FOUNDATION AS PROVIDED IN ARTICLE XIII OF THESE BYLAWS; F) TO DISSOLVE OR TERMINATE THE EXISTENCE OF THE FOUNDATION AND TO DETERMINE THE DISTRIBUTION OF ASSETS UPON SUCH DISSOLUTION OR TERMINATION IN ACCORDANCE WITH THE ARTICLES OF INCORPORATION; AND G) TO TAKE ANY ACTION NECESSARY TO CONFORM THE PURPOSES AND ACTIVITIES OF THE FOUNDATION WITH THE TRADITIONS, TEACHINGS AND CANON LAW OF THE ROMAN CATHOLIC CHURCH AS MAY BE IN EFFECT FROM TIME TO TIME. |
| Describe the Process used by Management &/or Governing Body to Review 990 | Form 990, Part VI, Question 11 | 2010 FORM 990 AND ACCOMPANYING SCHEDULES WERE MADE AVAILABLE TO ALL TRUSTEES EITHER ELECTRONICALLY OR BY HARD COPY, DEPENDING UPON THE TRUSTEE'S PREFERENCE, BEFORE THE COMPANY FINALIZED AND SENT THE DOCUMENTS TO IRS. THIS DRAFT WAS ALSO AVAILABLE AT THE ADMINISTRATIVE OFFICES OF THE REPORTING ENTITY FOR TRUSTEE'S REVIEW BEFORE THE FINAL 2010 FORM 990 AND ACCOMPANYING SCHEDULES WERE FINALIZED AND SENT TO IRS. THE REVIEW WAS UNDER THE DIRECTION OF THE CFO AND/OR TAX RETURN PREPARERS, ERNST & YOUNG, IF REQUESTED BY TRUSTEE. |
| Description of Process to Monitor Transactions for Conflicts of Interest | Form 990, Part VI, Question 12c | IN ACCORDANCE WITH ST. JOSEPH HEALTH SYSTEM POLICY NO.38, "CONFLICT OF INTEREST," SECTION 6: DISCLOSURE STATEMENT: "..A CONFLICT OF INTEREST STATEMENT SHALL BE EXECUTED BY ALL DESIGNATED PERSONS, WHICH WILL BE RETAINED BY THE CORPORATION IN ITS ADMINISTRATIVE OFFICE, THIS STATEMENT SHALL BE RENEWED AT LEAST ANNUALLY AT THE REQUEST OF THE CORPORATION AND AT ANY TIME THAT A CONFLICT OF INTEREST MAY ARISE." TO HELP ENSURE THAT DISCLOSURE STATEMENTS ARE COMPLETED ANNUALLY ALL BOARD OF TRUSTEE MEMBERS, THE CEO'S OFFICE SUMMARIZES ALL CONFLICTS OF INTEREST DISCLOSED BY EACH ENTITY'S TRUSTEES. IN 2010, THE SUMMARY WAS PRESENTED AS AN AGENDA ITEM AT EACH ENTITY'S BOARD OF TRUSTEES MEETING HELD IN APRIL 2010. THE REVIEW IS PERFORMED BY THE OFFICE OF THE CEO WHERE DISCLOSURE STATEMENTS ARE ALSO FILED FOR TRUSTEES. OTHER DESIGNATED PERSONS' DISCLOSURE STATEMENTS ARE FILED IN INDIVIDUAL PERSONNEL FILES IF EMPLOYED BY SJRHC. WHISTLEBLOWER POLICY AND DOCUMENT RETENTION AND DESTRUCTION POLICY FORM 990, PART VI, LINES 13 AND 14 The organization follows the policies of the St. Joseph Health System to which it is an affiliate. The policy in that includes the whistleblower policy and the document retention and destruction policy are documented and are approved by the President and CEO of the System. The bylaws of St. Joseph Health System state: "...The President/CEO shall have all authority and responsibility necessary to operate the Corporation in all its activities and departments, subject only to such policies as may be issued by the board. The President/CEO shall act as a duly authorized representative of the Board and of the Corporation in all matters in which the Board has not formally designated some other person to act..." Therefore, the President/CEO by the authority granted to him in the above paragraph approves the policies. During the last 2011 St. Joseph Health System board meeting the two policies will be approved by the Board. |
| Avail of Gov Docs, Conflict of Interest Policy, & Fin Stmts to Gen Public | Form 990, Part VI, Question 19 | NOT MADE AVAILABLE TO PUBLIC. |
| OTHER CHANGES IN NET ASSETS | FORM 990, PART XI, LINE 5 | EQUITY TRANSFER $800,000 UNREALIZED LOSS ON INVESTMENTS 6,039 DONATED SERVICES 47,631 ------- $853,670 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:ANTHONY PFITZER TITLE:EX-OFFICIO DIRECTOR HOURS:40 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:LISA MCNAIR TITLE:TREASURER HOURS:40 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (27 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 |
|---|---|---|---|---|---|---|---|---|---|
| ST JOSEPH SERVICES CORPORATION | |||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 742455161 | GOVERNANCE | TX | 501(c)(3) | 11-TYPE I | FSC |
| ST JOSEPH REGIONAL HEALTH CENTER | |||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 741282696 | HEALTH CARE | TX | 501(c)(3) | 3 | SJSC |
| BURLESON ST JOSEPH HEALTH CENTER | |||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 742759890 | HEALTH CARE | TX | 501(c)(3) | 3 | SJSC |
| MADISON ST JOSEPH HEALTH CENTER | |||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 742761145 | HEALTH CARE | TX | 501(c)(3) | 3 | SJSC |
| ST JOSEPH MANOR | |||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 742847594 | NURSING CARE | TX | 501(c)(3) | 9 | SJSC |
| BURLESON ST JOSEPH MANOR | |||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 742913931 | NURSING CARE | TX | 501(c)(3) | 9 | SJSC |
| ST JOSEPH PHYSICIAN ASSOCIATES | |||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 203159302 | PHY PRACTICE | TX | 501(c)(3) | 3 | SJSC |
| FRANCISCAN SERVICES CORP | |||||||||
| 6832 CONVENT BLVD | SYLVANIA | OH | 43560 | 341412964 | CHURCH ORG | OH | 501(c)(3) | 1 | NA |
| FRANCISCAN CARE CENTER SYLVANIA | |||||||||
| 4111 HOLLAND SYLVANIA RD | TOLEDO | OH | 43623 | 341931806 | LT CARE FCLT | OH | 501(c)(3) | 9 | FLC |
| FRANCISCAN LIVING COMMUNITIES | |||||||||
| 6832 CONVENT BLVD | SYLVANIA | OH | 43560 | 341892096 | MGT SUPPORT | OH | 501(c)(3) | 11-TYPE I | FSC |
| FRANCISCAN PROPERTIES INC | |||||||||
| 6832 CONVENT BLVD | SYLVANIA | OH | 43560 | 341412966 | SR HOUSING | OH | 501(c)(3) | 9 | FLC |
| MADONNA MANOR | |||||||||
| 2344 AMSTERDAM RD | VILLA HILLS | KY | 41017 | 610654635 | LT CARE FCLT | KY | 501(c)(3) | 9 | FLC |
| PROVIDENCE CARE CENTER | |||||||||
| 2025 HAYES AVE | SANDUSKY | OH | 44870 | 341658625 | LT CARE FCLT | OH | 501(c)(3) | 9 | FLC |
| PROVIDENCE RESIDENTIAL COMM CORP | |||||||||
| 5055 PROVIDENCE DR | SANDUSKY | OH | 44870 | 341896807 | INDEPNDT LIV | OH | 501(c)(3) | 9 | PCC |
| THE COMMONS OF PROVIDENCE | |||||||||
| 5000 PROVIDENCE DR | SANDUSKY | OH | 44870 | 341826097 | ASSISTED LIV | OH | 501(c)(3) | 9 | PCC |
| ROSARY CARE CENTER | |||||||||
| 6832 CONVENT BLVD | SYLVANIA | OH | 43560 | 341931795 | LT CARE FCLT | OH | 501(c)(3) | 9 | FLC |
| ST LEONARD | |||||||||
| 8100 CLYO RD | CENTERVILLE | OH | 45458 | 341940863 | LT CARE FCLT | OH | 501(c)(3) | 9 | FLC |
| ST LEONARD FOUNDATION | |||||||||
| 8100 CLYO RD | CENTERVILLE | OH | 45458 | 320102715 | FUND RAISING | OH | 501(c)(3) | 7 | FLC |
| FRANCISCAN SHELTERS DBA BETHANY HOUSE | |||||||||
| 6832 CONVENT BLVD | SYLVANIA | OH | 43560 | 341612437 | D.V SHELTER | OH | 501(c)(3) | 1 | FSC |
| SOPHIA CENTER | |||||||||
| 6832 CONVENT BLVD | SYLVANIA | OH | 43560 | 341761656 | MENTAL HLTH | OH | 501(c)(3) | 9 | FSC |
| TRINITY HEALTH SERVICES CORPORATION | |||||||||
| 700 MEDICAL PARKWAY | BRENHAM | TX | 77833 | 742605157 | HOLDING COMP | TX | 501(c)(3) | 11-TYPE I | THS |
| TRINITY COMMUNITY MEDICAL CENTER | |||||||||
| 700 MEDICAL PARKWAY | BRENHAM | TX | 77833 | 742519752 | HOSPITAL | TX | 501(c)(3) | 3 | THSC |
| TRINITY CARE CENTER | |||||||||
| 700 MEDICAL PARKWAY | BRENHAM | TX | 77833 | 742663229 | LT CARE FCLT | TX | 501(c)(3) | 9 | THSC |
| TRINITY HEALTH SERVICES FOUNDATION | |||||||||
| 700 MEDICAL PARKWAY | BRENHAM | TX | 77833 | 742460815 | FUND RAISING | TX | 501(c)(3) | 7 | THSC |
| SISTERS OF ST FRANCIS | |||||||||
| 6832 CONVENT BLVD | SYLVANIA | OH | 43560 | 344450609 | RELIGIOUS | OH | 501(c)(3) | RELIGIOUS | NA |
| FRANCISCAN SERVICES CORP SELF INSURANCE | |||||||||
| 6832 CONVENT BLVD | SYLVANIA | OH | 43560 | 346895492 | SELF INSUR | OH | 501(c)(3) | 11-TYPE II | FSC |
| ST CLARE COMMONS | |||||||||
| 6832 CONVENT BLVD | SYLVANIA | OH | 43560 | 270163752 | LT CARE FCLT | OH | 501(c)(3) | 9 | FLC |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST LEONARD CENTER LIM | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 88 E BROAD ST | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43215 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311481761 | EIN |
| Primary Activity | LOW INCOME RENTAL | PrimaryActivity |
| Legal Domicile State | OH | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | INVESTMENT | PredominantIncomeType |
| Disproportionate Allocations | false | DisproportionateAllocations |
| General Or Managing Partner | true | GeneralOrManagingPartner |
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 |
|---|---|---|---|---|---|---|---|---|
| TAU ENTERPRISES INC | ||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 742544009 | OFFICE RENTAL | TX | NA | CORPORATION |
| ALLIANCE HEALTH PROVIDERS | ||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 742466914 | COORD INSURANCE | TX | NA | CORPORATION |
| ST JOSEPH PHYSICIAN NETWORK | ||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 742764039 | PHYS HOSP ORG | TX | NA | CORPORATION |
| ST LEONARD CENTER 1 INC | ||||||||
| 8100 CLYO RD | CENTERVILLE | OH | 45458 | 311481764 | LOW INCOME RENTAL | OH | NA | CORPORATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | 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 | true | 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 | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| ST JOSEPH REGIONAL HEALTH CENTER | |
| R | 800000 |
| ST JOSEPH REGIONAL HEALTH CENTER | |
| B | 385385 |
| ST JOSEPH REGIONAL HEALTH CENTER | |
| P | 480737 |