STRATEGY STUDIO / PUBLIC DATA EXPLORER

OAKLAND MERCY HOSPITAL: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
OAKLAND MERCY HOSPITAL (EIN 20-8072234)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-05-09
IRS object ID
201111299349300606
Schema version
2009v1.7
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

FieldValueIRS element (for citing)
Timestamp2011-05-09T14:59:06-05:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate
Return Type990ReturnType
Tax Period Begin Date2009-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN208072234EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1OAKLAND MERCY HOSPITALBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlOAKLNameControl
Phone4026855601Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1601 EAST 2ND STREETAddressLine1
CityOAKLANDCity
StateNEState
ZIP Code68045ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameGARY GUETZKOName
TitleCEOTitle
Phone4026855601Phone
Date Signed2011-05-09DateSigned
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonTIMOTHY FISCHERNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1601 EAST 2ND STREETAddressLine1
CityOAKLANDCity
StateNEState
ZIP Code68045ZIPCode
FieldValueIRS element (for citing)
Gross Receipts6025845GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteWWW.OAKLANDHOSPITAL.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation2006YearFormation
State Legal DomicileNEStateLegalDomicile
Activity Or Mission DescriptionHOSPITAL HEALTH CARE SERVICESActivityOrMissionDescription
Nbr Voting Members Governing Body11NbrVotingMembersGoverningBody
Nbr Independent Voting Members5NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers9TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year23532ContributionsGrantsPriorYear
Contributions Grants Current Year30793ContributionsGrantsCurrentYear
Program Service Revenue Prior Year6310314ProgramServiceRevenuePriorYear
Program Service Revenue CY5952723ProgramServiceRevenueCY
Investment Income Prior Year256InvestmentIncomePriorYear
Investment Income Current Year929InvestmentIncomeCurrentYear
Other Revenue Prior Year39869OtherRevenuePriorYear
Other Revenue Current Year39436OtherRevenueCurrentYear
Total Revenue Prior Year6373971TotalRevenuePriorYear
Total Revenue Current Year6023881TotalRevenueCurrentYear
Grants And Similar Amnts CY10717GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year5560022OtherExpensePriorYear
Other Expenses Current Year5503632OtherExpensesCurrentYear
Total Expenses Prior Year5560022TotalExpensesPriorYear
Total Expenses Current Year5514349TotalExpensesCurrentYear
Revenues Less Expenses Prior Year813949RevenuesLessExpensesPriorYear
Revenues Less Expenses CY509532RevenuesLessExpensesCY
Total Assets BOY2764967TotalAssetsBOY
Total Assets EOY3597263TotalAssetsEOY
Total Liabilities BOY1180707TotalLiabilitiesBOY
Total Liabilities EOY1038673TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY1584260NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY2558590NetAssetsOrFundBalancesEOY
Mission DescriptionHOSPITAL HEALTH CARE SERVICES - SEE SCHEDULE H FOR MORE INFORMATIONMissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense4972434Expense
Grants10717Grants
Revenue5974227Revenue
DescriptionOAKLAND MERCY HOSPITAL (THE HOSPITAL) BECAME PART OF THE TRINITY HEALTH SYSTEM ON DECEMBER 21, 2006 TO PROVIDE QUALITY HEALTH CARE TO THE RESIDENTS OF THE BURT COUNTY AREA AND SURROUNDING COMMUNITIES.THE HOSPITAL HAS 23 ACUTE CARE BEDS AND ALSO OPERATES four AFFILIATED MEDICAL CLINICS IN OAKLAND, LYONS, hooper, AND TEKAMAH, NEBRASKA.Description

Activity2 Activity2

FieldValueIRS element (for citing)
DescriptionTHE MISSION STATEMENT FOR THE HOSPITAL IS AS FOLLOWS:WE SERVE TOGETHER IN TRINITY HEALTHIN THE SPIRIT OF THE GOSPELTO HEAL BODY, MIND AND SPIRITTO IMPROVE THE HEALTH OF OUR COMMUNITIESAND TO STEWARD THE RESOURCES ENTRUSTED TO US.Description
FieldValueIRS element (for citing)
Total Program Service Expense4972434TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities1LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Balance Sheet Amounts Reported1BalanceSheetAmountsReported
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital1Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109667NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Nbr Voting Governing Body Members11NbrVotingGoverningBodyMembers
Number Independent Voting Members5NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties1DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval1DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1TIMOTHY FISCHERBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number4026855601TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1601 EAST 2ND STREETAddressLine1
CityOAKLANDCity
StateNEState
ZIP Code68045ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (15 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationHighest Compensated EmployeeHighestCompensatedEmployeeFormerFormer
RANDALL D JOHNSON
CHAIR1.00XX000
DR KELLY F LECHTENBERG
VICE CHAIR1.00XX000
CLINTON G CARR
ASST. SEC/TREAS.1.00XX000
STEVEN J EAVENSON TATUM LLC
SEC/TREAS.; MMC-SC INTERIM CFO1.00XX02835000
TIMOTHY FISCHER
DIR & CEO/ADMINISTRATOR50.00XX010440219861
JON K HEIDEMAN
DIRECTOR1.00X000
JAMES E GROTH
DIRECTOR1.00X000
DR TRACIE MARTIN
DirectOR; OAKLAND CLINIC PHYSICIAN50.00X017745517734
MARILYN KAPTAIN-DAHLEN
DIRECTOR; MMC-SC COO1.00X030042378301
ROBERT PEEBLES
DIRECTOR; MMC-SC CEO1.00X024965812176
BRIAN MONSMA
DIRECTOR; MMC-SC VP REG.1.00X018307429889
PETER THIELE
OAKLAND CLINIC PHYSICIAN50.00011429916879X
PAUL DOUGHERTY
FORMER DIRECTOR0.000397965381341X
GARY GUETZKO
FORMER DIRECTOR & OFFICER0.00024917948200X
MELVIN GOIN
FORMER DIRECTOR & OFFICER0.00021453133685X
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs2274486TotalReportableCompFrmRltdOrgs
Total Other Compensation638066TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed1FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources1CompensationFromOtherSources

Contractor Compensation ContractorCompensation (3 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
REHABVISIONS
11623 ARBOR STOMAHANE68144REHABILITATION SERVICES139495
AUREUS NURSING LLC
PO BOX 3037OMAHANE68103MEDICAL STAFFING128596
SHARED IMAGING LLC
PO BOX 88544MILWAUKEEWI53288RADIOLOGY SERVICES101775
FieldValueIRS element (for citing)
Number Of Contractors GT100 K3NumberOfContractorsGT100K
All Other Contributions30793AllOtherContributions
Total Contributions30793TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionNET PATIENT SVC REVDescription
Business Code900099BusinessCode
Total Revenue Column5952723TotalRevenueColumn
Related Or Exempt Function Income5952723RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue5952723TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column929TotalRevenueColumn
Exclusion$929ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real4620Real
Personal836Personal

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real1663Real
Personal301Personal

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real2957Real
Personal535Personal

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column3492TotalRevenueColumn
Exclusion$3,492ExclusionAmount

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeExclusionExclusionAmount
OTHER REVENUE9000992150421504
CAFETERIA REVENUE90009914440$14,440
FieldValueIRS element (for citing)
Total Other Revenue35944TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column6023881TotalRevenueColumn
Related Or Exempt Function Income5974227RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$18,861ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total10717Total
Program Services10717ProgramServices

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total60084Total
Program Services60084ProgramServices

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total17544Total
Management And General17544ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total363887Total
Program Services349787ProgramServices
Management And General14100ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total25795Total
Program Services8830ProgramServices
Management And General16965ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total869273Total
Program Services817514ProgramServices
Management And General51759ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total142321Total
Program Services142321ProgramServices

Travel Travel

FieldValueIRS element (for citing)
Total20914Total
Program Services15340ProgramServices
Management And General5574ManagementAndGeneral

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total12801Total
Program Services10873ProgramServices
Management And General1928ManagementAndGeneral

Interest Interest

FieldValueIRS element (for citing)
Total489Total
Program Services489ProgramServices

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total164740Total
Program Services156832ProgramServices
Management And General7908ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total13558Total
Program Services13558ProgramServices

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
LBR COSTS PD BY PARENT35875693202549385020
EQUIPMENT MAINTENANCE971917120825983
CONTRACT LABOR6366063660
SubscriptionS & Dues20709114759234
I/C PURCHASED SERVICES788160811800

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total35216Total
Program Services31116ProgramServices
Management And General4100ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total5514349Total
Program Services4972434ProgramServices
Management And General541915ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
EOY156430EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY100350BOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY1142777BOY
EOY1727052EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY176360BOY
EOY183774EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY41997BOY
EOY40272EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis1490159LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec562041LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY918689BOY
EOY928118EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY314236BOY
EOY411538EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY70558BOY
EOY150079EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY2764967BOY
EOY3597263EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY1027926BOY
EOY883099EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY152781BOY
EOY155574EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY1180707BOY
EOY1038673EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY1483910BOY
EOY2558590EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY100350BOY
EOY0EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1584260BOY
EOY2558590EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2764967BOY
EOY3597263EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Hospital170b1 AiiiXHospital170b1Aiii

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0Volunteers
Paid Staff Or Management0PaidStaffOrManagement
Media Advertisements0MediaAdvertisements
Mailings Members0MailingsMembers
Publications Or Broadcast0PublicationsOrBroadcast
Grants Other Organizations1GrantsOtherOrganizations
Grants Other Organizations$1,116GrantsOtherOrganizationsAmount
Direct Contact Legislators0DirectContactLegislators
Rallies Demonstrations0RalliesDemonstrations
Other Activities0OtherActivities
Total Lobbying Expenditures IIB1116TotalLobbyingExpendituresIIB
Not Described In501c30NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierPart II-B, Line 1i:Identifier
Return ReferenceExplanation of Other Lobbying Activities:ReturnReference
ExplanationOAKLAND MERCY HOSPITAL HAS MADE GRANTS TO OTHER ORGANIZATIONS FOR LOBBYING PURPOSES IN THE FORM OF MEMBERSHIP DUES PAID TO REGIONAL AND NATIONAL HEALTH CARE ORGANIZATIONS. THESE ORGANIZATIONS HAVE PROVIDED THE HOSPITAL WITH AN ESTIMATED PERCENTAGE OF DUES PAYMENTS THAT ARE USED FOR LOBBYING ACTIVITIES.Explanation

Schedule D IRS990ScheduleD

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis50000OtherCostOrOtherBasis
Book Value50000BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis789029OtherCostOrOtherBasis
Depreciation278263Depreciation
Book Value510766BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis434917OtherCostOrOtherBasis
Depreciation228452Depreciation
Book Value206465BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis216213OtherCostOrOtherBasis
Depreciation55326Depreciation
Book Value160887BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings928118TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
ASSET RETIREMENT OBLIGATION (FIN 47)$148,979
oTHER LIABILITIES$6,595
FieldValueIRS element (for citing)
Total Of Amounts155574TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
IdentifierPart X:Identifier
Return ReferenceDescription of Uncertain Tax Positions Under FIN 48:ReturnReference
ExplanationOAKLAND MERCY HOSPITAL is included in the consolidated financial statements of Trinity Health. Trinity Health's financial statements for the year ended June 30, 2010 did not include a FIN 48 footnote.Explanation

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Charity Care Policy1CharityCarePolicy
Written Policy1WrittenPolicy
Policy Applied To All HospitalsXPolicyAppliedToAllHospitals
FPG Reference Free Care1FPGReferenceFreeCare
Pcent150XPcent150
FPG Reference Discounted Care1FPGReferenceDiscountedCare
Pcent400XPcent400
Free Disc Care Medically Indigent1FreeDiscCareMedicallyIndigent
Amounts Budgeted For Charity Care1AmountsBudgetedForCharityCare
Expenses Exceeded Budget0ExpensesExceededBudget
Annual Community Benefit Report1AnnualCommunityBenefitReport
Report Publically Available1ReportPublicallyAvailable

Charity Care At Cost CharityCareAtCost

FieldValueIRS element (for citing)
Number Of Activities Or Programs1NumberOfActivitiesOrPrograms
Persons Served23PersonsServed
Total Community Benefit Expense1302TotalCommunityBenefitExpense
Net Community Benefit Expense1302NetCommunityBenefitExpense
Percent Of Total Expense0.00020PercentOfTotalExpense

Unreimbursed Medicaid UnreimbursedMedicaid

FieldValueIRS element (for citing)
Number Of Activities Or Programs1NumberOfActivitiesOrPrograms
Persons Served140PersonsServed
Total Community Benefit Expense314507TotalCommunityBenefitExpense
Direct Offsetting Revenue313046DirectOffsettingRevenue
Net Community Benefit Expense1461NetCommunityBenefitExpense
Percent Of Total Expense0.00030PercentOfTotalExpense

Total Charity Care TotalCharityCare

FieldValueIRS element (for citing)
Number Of Activities Or Programs2NumberOfActivitiesOrPrograms
Persons Served163PersonsServed
Total Community Benefit Expense315809TotalCommunityBenefitExpense
Direct Offsetting Revenue313046DirectOffsettingRevenue
Net Community Benefit Expense2763NetCommunityBenefitExpense
Percent Of Total Expense0.00050PercentOfTotalExpense

Community Health Services CommunityHealthServices

FieldValueIRS element (for citing)
Number Of Activities Or Programs1NumberOfActivitiesOrPrograms
Persons Served200PersonsServed
Total Community Benefit Expense1440TotalCommunityBenefitExpense
Net Community Benefit Expense1440NetCommunityBenefitExpense
Percent Of Total Expense0.00030PercentOfTotalExpense

Health Professions Education HealthProfessionsEducation

FieldValueIRS element (for citing)
Number Of Activities Or Programs1NumberOfActivitiesOrPrograms
Persons Served1PersonsServed
Total Community Benefit Expense5000TotalCommunityBenefitExpense
Net Community Benefit Expense5000NetCommunityBenefitExpense
Percent Of Total Expense0.00090PercentOfTotalExpense

Subsidized Health Services SubsidizedHealthServices

FieldValueIRS element (for citing)
Number Of Activities Or Programs1NumberOfActivitiesOrPrograms
Persons Served6PersonsServed
Total Community Benefit Expense7193TotalCommunityBenefitExpense
Net Community Benefit Expense7193NetCommunityBenefitExpense
Percent Of Total Expense0.00130PercentOfTotalExpense

Total Other Benefits TotalOtherBenefits

FieldValueIRS element (for citing)
Number Of Activities Or Programs3NumberOfActivitiesOrPrograms
Persons Served207PersonsServed
Total Community Benefit Expense13633TotalCommunityBenefitExpense
Net Community Benefit Expense13633NetCommunityBenefitExpense
Percent Of Total Expense0.00250PercentOfTotalExpense

Total Community Benefits TotalCommunityBenefits

FieldValueIRS element (for citing)
Number Of Activities Or Programs5NumberOfActivitiesOrPrograms
Persons Served370PersonsServed
Total Community Benefit Expense329442TotalCommunityBenefitExpense
Direct Offsetting Revenue313046DirectOffsettingRevenue
Net Community Benefit Expense16396NetCommunityBenefitExpense
Percent Of Total Expense0.00300PercentOfTotalExpense
FieldValueIRS element (for citing)
Bad Debt Expense Reported0BadDebtExpenseReported
Bad Debt Expense$0BadDebtExpenseAmount
Amount Attributable To0AmountAttributableTo
Amount Reimbursed By Medicare3680369AmountReimbursedByMedicare
Cost Of Care Reimbursed By Medicare3381098CostOfCareReimbursedByMedicare
Medicare Surplus Or Shortfall299271MedicareSurplusOrShortfall

Costing Methodology Used CostingMethodologyUsed

FieldValueIRS element (for citing)
Cost To Charge RatioXCostToChargeRatio
FieldValueIRS element (for citing)
Written Debt Collection Policy1WrittenDebtCollectionPolicy
Provision For Charity Care1ProvisionForCharityCare

Form990 Schedule H Part V Form990ScheduleHPartV (5 entries)

Address Line1Address/AddressLine1CityAddress/CityStateAddress/StateZIP CodeAddress/ZIPCodeLicensed HospitalLicensedHospitalGeneral Medical And SurgicalGeneralMedicalAndSurgicalCritical Access HospitalCriticalAccessHospitalEr24 HoursEr24HoursOtherOther
OAKLAND MERCY HOSPITAL
601 EAST 2ND STREETOAKLANDNE68045XXXXSKILLED NURSING CARE
OAKLAND MERCY MEDICAL CLINIC
211 N ENGDAHLOAKLANDNE68045OUTPATIENT CLINIC
LYONS MERCY MEDICAL CLINIC
200 MAIN STREETLYONSNE68038OUTPATIENT CLINIC
TEKAMAH MERCY MEDICAL CLINIC
1121 S 13TH STREETTEKAMAHNE68061OUTPATIENT CLINIC
HOOPER MERCY MEDICAL CLINIC
600 E FULTON AVEHOOPERNE68031OUTPATIENT CLINIC

Form990 Schedule H Part VI Form990ScheduleHPartVI

FieldValueIRS element (for citing)
Annual Community Benefit ExplnPart I, Line 6a: OAKLAND MERCY HOSPITAL reports its community benefit information as part of the consolidated community benefit information reported by Trinity Health in its annual report, available at www.trinity-health.org.IN ADDITION, OAKLAND MERCY HOSPITAL WILL BE INCLUDING A COPY OF ITS MOST RECENTLY FILED SCHEDULE H ON TRINITY HEALTH'S WEBSITE AS WELL AS MERCY MEDICAL CENTER - SIOUX CITY'S WEBSITE (WWW.MERCYSIOUXCITY.COM)AnnualCommunityBenefitExpln
Costing Method UsedPart I, Line 7: The best available data was used to calculate the cost amounts reported in item 7. For certain categories, primarily total charity care and means-tested government programs, specific cost-to-charge ratios were calculated and applied to those categories. The cost-to-charge ratio was derived from worksheet 2, ratio of patient care cost-to-charges. In other categories, the best available data was derived from the Hospital's cost accounting system.CostingMethodUsed
Bad Debt FootnotePart III, Line 4: OAKLAND MERCY HOSPITAL is included in the consolidated financial statements of Trinity Health. The following is the text of the allowance for doubtful accounts footnote from those statements: "Substantially all of the corporation's receivables are related to providing healthcare services to patients. Accounts receivable are reduced by an allowance for amounts that could become uncollectible in the future. The corporation's estimate for its allowance for doubtful accounts is based upon management's assessment of historical and expected net collections by payor."BadDebtFootnote
Shortfall As Community BenefitPart III, Line 8: Similar to CHA recommendations, which state that serving Medicare patients is not a differentiating feature of tax-exempt healthcare organizations and that the existing community benefit framework allows community benefit programs that serve the Medicare population to be counted in other community benefit categories, OAKLAND MERCY HOSPITAL does not believe any Medicare shortfall should be treated as community benefit.Part III, Line 8: Costing methodology for line 6 - Medicare costs were obtained from the filed Medicare cost report. The costs are based on Medicare allowable costs as reported on worksheet B, column 27, which exclude direct medical education costs. Inpatient Medicare costs are calculated based on a combination of allowable cost per day times Medicare days for routine services and cost to charge ratio times Medicare charges for ancillary services. Outpatient Medicare costs are calculated based on cost to charge ratio times Medicare charges by ancillary department.ShortfallAsCommunityBenefit
Debt Collection PolicyPart III, Line 9b: OAKLAND MERCY HOSPITAL's collection policy contains the criteria for financial assistance, and contains the following verbiage for arrangements with outside collection agencies: The agreement must define the standards and scope of practices to be used by outside collection agents acting on behalf of the Ministry Organization, all of which must be in compliance with this policy.DebtCollectionPolicy
Needs AssessmentPart VI, Line 2: NEEDS ASSESSMENT - OAKLAND MERCY HOSPITAL ASSESSES THE HEALTH NEEDS OF THE COMMUNITY THROUGH COMMUNITY NEEDS ASSESSMENTS EVERY THREE YEARS. A COMMUNITY NEEDS ASSESSMENT IS A POINT-IN-TIME EFFORT TO MEASURE THE HEALTH AND WELL BEING OF THE COMMUNITY. IT SERVES AS THE BASIS FOR OAKLAND MERCY HOSPITAL'S STRATEGIC AND SUBSEQUENT ACTION PLANNING TO DEVELOP HEALTH POLICY, ALLOCATE RESOURCES, IMPROVE OR EXPAND EXISTING SERVICES, IMPLEMENT NEW PROGRAMS AND COLLABORATE WITH OTHER COMMUNITY HEALTHCARE PROVIDERS. A COMMUNITY NEEDS ASSESSMENT ALSO SERVES AS A BENCHMARK FOR FUTURE ASSESSMENT OF RELATIVE PROGRESS TOWARD ESTABLISHED COMMUNITY HEALTH OBJECTIVES.THE OAKLAND MERCY HOSPITAL COMMUNITY NEEDS ASSESSMENT PROVIDES THE OPPORTUNITY TO:- GAIN INSIGHTS INTO THE NEEDS AND ASSETS OF THE COMMUNITIES SERVED- IDENTIFY AND ADDRESS THE NEEDS OF VULNERABLE POPULATIONS WITHIN THE COMMUNITY- ENHANCE HOSPITAL/COMMUNITY RELATIONSHIPS AND THE OPPORTUNITY FOR COLLABORATIVE COMMUNITY ACTION, INCLUDING INVOLVEMENT WITH COALITIONS, PARTNERSHIPS, BOARDS, COMMITTEES, COMMISSIONS, ADVISORY GROUPS AND PANELS- PROVIDE THE INFORMATION REQUIRED FOR COMMUNITY OUTREACH PLANNINGTHE OAKLAND MERCY HOSPITAL COMMUNITY NEEDS ASSESSMENT PROCESS INVOLVES THE GATHERING OF TWO TYPES OF DATA: QUANTITATIVE (DEMOGRAPHICS, HEALTH INDICATORS, ETC.) AND QUALITATIVE (PUBLIC SURVEYS, FORUMS, FOCUS GROUPS). THE DATA HELPS SUPPORT SHORT-TERM AND LONG-TERM DECISIONS ABOUT ALLOCATION OF COMMUNITY HUMAN AND CAPITAL RESOURCES.THE OAKLAND MERCY HOSPITAL COMMUNITY NEEDS ASSESSMENT IS CURRENT AS OF AUGUST 2009. THE COMMUNITY NEEDS ASSESSMENT WAS COMPLETED IN COLLABORATION WITH MERCY MEDICAL CENTER-SIOUX CITY; ELKHORN LOGAN VALLEY HEALTH DEPARTMENT AND LOCAL COMMUNITY ORGANIZATIONS.NeedsAssessment
Patient Education AssistancePart VI, Line 3: PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE - OAKLAND MERCY HOSPITAL IS COMMITTED TO:- PROVIDING ACCESS TO QUALITY HEALTHCARE SERVICES WITH COMPASSION, DIGNITY AND RESPECT FOR THOSE WE SERVE, PARTICULARLY THE POOR AND THE UNDERSERVED IN OUR COMMUNITIES;- CARING FOR ALL PERSONS, REGARDLESS OF THEIR ABILITY TO PAY FOR SERVICES;- ASSISTING PATIENTS WHO CANNOT PAY FOR PART OR ALL OF THE CARE THEY RECEIVE; AND- BALANCING NEEDED FINANCIAL ASSISTANCE FOR SOME PATIENTS WITH BROADER FISCAL RESPONSIBILITIES IN ORDER TO SUSTAIN VIABILITY AND PROVIDE THE QUALITY AND QUANTITY OF SERVICES FOR ALL WHO MAY NEED CARE IN A COMMUNITY.IN ACCORDANCE WITH AHA RECOMMENDATIONS, OAKLAND MERCY HOSPITAL HAS ADOPTED THE FOLLOWING GUIDING PRINCIPLES WHEN HANDLING THE BILLING, COLLECTION AND FINANCIAL SUPPORT FUNCTIONS FOR OUR PATIENTS:- PROVIDE EFFECTIVE COMMUNICATIONS WITH PATIENTS REGARDING HOSPITAL BILLS- MAKE AFFIRMATIVE EFFORTS TO HELP PATIENTS APPLY FOR PUBLIC AND PRIVATE FINANCIAL SUPPORT PROGRAMS- OFFER FINANCIAL SUPPORT TO PATIENTS WITH LIMITED MEANS- IMPLEMENT POLICIES FOR ASSISTING LOW-INCOME PATIENTS IN A CONSISTENT MANNER- IMPLEMENT FAIR AND CONSISTENT BILLING AND COLLECTION PRACTICES FOR ALL PATIENTS WITH PATIENT PAYMENT OBLIGATIONSOAKLAND MERCY HOSPITAL COMMUNICATES EFFECTIVELY WITH PATIENTS REGARDING PATIENT PAYMENT OBLIGATIONS. FINANCIAL COUNSELING IS PROVIDED TO PATIENTS ABOUT THEIR PAYMENT OBLIGATIONS AND HOSPITAL BILLS. INFORMATION ON HOSPITAL-BASED FINANCIAL SUPPORT POLICIES AND EXTERNAL PROGRAMS THAT PROVIDE COVERAGE FOR SERVICES ARE MADE AVAILABLE TO PATIENTS DURING THE PRE-REGISTRATION AND REGISTRATION PROCESSES AND/OR THROUGH COMMUNICATIONS WITH PATIENTS SEEKING FINANCIAL ASSISTANCE. PATIENTS ARE NOTIFIED AT THE TIME OF ADMISSION OF OAKLAND MERCY HOSPITAL'S CHARITY CARE POLICY. IN ADDITION, INFORMATION IS MAILED TO PATIENTS WHO ARE IDENTIFIED THROUGH THE BILLING PROCESS AS NOT HAVING INSURANCE.OAKLAND MERCY HOSPITAL OFFERS FINANCIAL SUPPORT TO PATIENTS WITH LIMITED MEANS. THIS SUPPORT IS AVAILABLE TO UNINSURED AND UNDERINSURED PATIENTS WHO DO NOT QUALIFY FOR PUBLIC PROGRAMS OR OTHER ASSISTANCE. NOTIFICATION ABOUT FINANCIAL ASSISTANCE, INCLUDING CONTACT INFORMATION, IS AVAILABLE THROUGH MESSAGES INCLUDED ON THE PATIENT BILLS, POSTING NOTICES IN PUBLIC REGISTRATION AREAS, AND INFORMATION MAILED TO PATIENTS WHO ARE IDENTIFIED THROUGH THE BILLING PROCESS AS NOT HAVING INSURANCE. SUMMARIES OF HOSPITAL PROGRAMS ARE MADE AVAILABLE TO THE STATE OF NEBRASKA. INFORMATION REGARDING FINANCIAL ASSISTANCE PROGRAMS IS ALSO AVAILABLE ON THE HOSPITAL WEBSITE AND IN THE ADMISSION PACKAGE.OAKLAND MERCY HOSPITAL HAS ESTABLISHED A WRITTEN POLICY FOR THE BILLING, COLLECTION AND SUPPORT FOR PATIENTS WITH PAYMENT OBLIGATIONS. OAKLAND MERCY HOSPITAL MAKES EVERY EFFORT TO ADHERE TO THE POLICY AND IS COMMITTED TO IMPLEMENTING AND APPLYING THE POLICY FOR ASSISTING PATIENTS WITH LIMITED MEANS IN A PROFESSIONAL, CONSISTENT MANNER. OAKLAND MERCY HOSPITAL EDUCATES STAFF MEMBERS WHO WORK CLOSELY WITH PATIENTS (INCLUDING THOSE WORKING IN PATIENT REGISTRATION AND ADMITTING, FINANCIAL ASSISTANCE, CUSTOMER SERVICE, BILLING AND COLLECTIONS) ABOUT THESE POLICIES WITH AN EMPHASIS ON TREATING ALL PATIENTS WITH DIGNITY AND RESPECT REGARDLESS OF THEIR INSURANCE STATUS OR THEIR ABILITY TO PAY FOR SERVICES.PatientEducationAssistance
Community InformationPart VI, Line 4: COMMUNITY INFORMATION - THE Oakland Mercy Hospital primary service area is Burt and the surrounding counties in Northeast Nebraska. The primary hospital is located in Oakland, NE and operates 4 rural health clinics in Oakland, Lyons, Tekamah and Hooper. Oakland Mercy Hospital is an owned facility of Mercy Medical Center - Sioux City and part of the Mercy Siouxland regional network, which also manages the Pender Community Hospital in Thurston County. Oakland Mercy Hospital's service area is considered rural. The median income for a household in the county was $33,954, and the median income for a family was $40,515. Males had a median income of $28,750 versus $20,663 for females. The per capita income for the county was $16,654. About 6.60% of families and 8.90% of the population were below the poverty line, including 11.80% of those under age 18 and 8.30% of those age 65 or over.CommunityInformation
Community Building ActivitiesPart VI, Line 5: COMMUNITY BUILDING ACTIVITIES- N/ACommunityBuildingActivities
Other InformationPart VI, Line 6: OTHER INFORMATION - OAKLAND MERCY HOSPITAL PROVIDES COMPREHENSIVE MEDICAL CARE FOR THE BURT COUNTY AREA, INCLUDING EMERGENCY AND GENERAL HEALTH SERVICES. OAKLAND MERCY ALSO OFFERS A VARIETY OF SPECIALTY CLINICS AT LEAST ONCE PER MONTH, PROVIDING SPECIALTY CARE FOR ONCOLOGY, ORTHOPEDICS, PODIATRY, UROLOGY, SURGERY, GASTROINTESTINAL, AND OB/GYN.THE HOSPITAL SEES THE IMPORTANCE IN WORKING COLLABORATIVELY TO ASSURE THAT THE NEEDS OF THE BURT COUNTY COMMUNITY ARE MET. THE HOSPITAL BOARD OF 11 MEMBERS INCLUDES FIVE INDIVIDUALS FROM EACH OF THE PRIMARY COMMUNITIES IN OUR SERVICE AREA, OAKLAND AND LYONS, AND SIX APPOINTED MEMBERS.OUR OPEN MEDICAL STAFF PROVIDES SEVERAL DIFFERENT STYLES OF CARE, FROM INTERNISTS TO FAMILY PRACTICE PHYSICIANS AND A WIDE ARRAY OF SPECIALTY PHYSICIANS.OtherInformation
Affiliated Health Care SystemPart VI, Line 7: OAKLAND MERCY HOSPITAL is a member organization of Trinity Health, the fourth-largest Catholic health care system in the country. Based in Novi, Michigan, Trinity Health annually requires that all member organizations develop, and are held accountable for achieving, community benefit goals that include developing needed services or expanding access to services for low-income individuals. As a not-for-profit health system, Trinity Health reinvests its profits back into the community through programs to serve the poor and uninsured, manage chronic conditions like diabetes, health education and promotion initiatives, and outreach for the elderly. In fiscal year 2010, this included nearly $456 million in such community benefits. Therefore, Trinity Health takes a systems approach in its community benefit planning and implementation, and is consequently able to ensure that its member hospitals and other entities/affiliates are helping promote and address the health needs of their respective communities.For more information about Trinity Health, visit www.trinity-health.org.AffiliatedHealthCareSystem

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained
No Grant More Than5000XNoGrantMoreThan5000

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierProcedure for Monitoring Grants in the U.S.:Identifier
Return ReferencePart I, Line 2:ReturnReference
ExplanationSchedule I, Part I, Line 2: DONATIONS MADE BY OAKLAND MERCY HOSPITAL TO CHARITABLE ORGANIZATIONS ARE MADE IN FURTHERANCE OF THE RECIPIENT ORGANIZATION'S EXEMPT PURPOSE AND ARE CONSIDERED UNRESTRICTED WITH REGARD TO THE USE OF THE FUNDS.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment1SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
STEVEN J EAVENSON (TATUM LLC)
028350000000000028350000
DR TRACIE MARTIN
01773580009705065012669019518900
MARILYN KAPTAIN-DAHLEN
0231316049875019232061235017066037872408429
ROBERT PEEBLES
02194230003023501217600026183400
BRIAN MONSMA
01441450324960643308321021568021296300
PAUL DOUGHERTY
01290800002688850365749015592077930600
GARY GUETZKO
0198532040516010131026366021834029737900
MELVIN GOIN
0000021453102318101050402482160215481

Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
Part I, Line 4aTHE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS IN CALENDAR 2009. THIS AMOUNT IS INCLUDED IN COLUMN B(iii): MELVIN GOIN - $212,503 PAUL DOUGHERTY - $208,844 IN ADDITION, COLUMN C OF SCHEDULE J, PART II INCLUDES $23,181 OF SEVERANCE FOR MELVIN GOIN WHICH WAS UNPAID AS OF 12/31/09. THE $23,181 WAS PAID AND INCLUDED IN MELVIN GOIN'S TAXABLE INCOME IN 2010. IN ADDITION, COLUMN C OF SCHEDULE J, PART II INCLUDES $363,019 OF SEVERANCE FOR PAUL DOUGHERTY WHICH WAS UNPAID AS OF 12/31/09. OF THE $363,019 TOTAL, $344,361 WAS PAID AND INCLUDED IN PAUL DOUGHERTY'S TAXABLE INCOME IN 2010, AND $18,658 WAS PAID AND INCLUDED IN HIS TAXABLE INCOME IN 2011.
Part I, Line 5
Part IIIPART II: STEVEN EAVENSON - THE AMOUNT LISTED IN COLUMN B(I) OF SCHEDULE J, PART II REPRESENTS THE AMOUNT PAID BY MERCY HEALTH SERVICES - IOWA, CORP. (MHS-IA) IN CALENDAR 2009 TO TATUM, LLC FOR MR. EAVENSON'S SERVICES AS INTERIM CFO FOR MERCY MEDICAL CENTER - SIOUX CITY, A DIVISION OF MHS-IA. MHS-IA DOES NOT KNOW HOW MUCH MR. EAVENSON RECEIVED AS WAGES FROM TATUM, LLC IN CALENDAR 2009.Supplemental Information

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (10 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
Form 990, Part VI, Section A, line 3STEVEN EAVENSON, BOARD DIRECTOR AND OFFICER (SECRETARY/TREASURER), SERVES AS INTERIM CHIEF FINANCIAL OFFICER FOR MERCY MEDICAL CENTER-SIOUX CITY (A DIVISION OF MERCY HEALTH SERVICES - IOWA, CORP. (MHS-IA), THE SOLE MEMBER OF OAKLAND MERCY HOSPITAL). MR. EAVENSON IS A KEY EMPLOYEE OF TATUM, LLC. COMPENSATION FOR HIS SERVICES WAS PAID BY MERCY MEDICAL CENTER - SIOUX CITY TO TATUM, LLC. SEE SCHEDULE J, PART III FOR ADDITIONAL INFORMATION.
Form 990, Part VI, Section A, line 6THE SOLE MEMBER OF OAKLAND MERCY HOSPITAL IS MERCY HEALTH SERVICES-IOWA, CORP. SEE LINE 7 FOR ADDITIONAL INFORMATION.
Form 990, Part VI, Section A, line 7aMERCY HEALTH SERVICES-IOWA, CORP. HAS THE RIGHT TO APPOINT ALL PERSONS TO THE BOARD OF DIRECTORS OF OAKLAND MERCY HOSPITAL.
Form 990, Part VI, Section A, line 7bAS SOLE MEMBER, MERCY HEALTH SERVICES-IOWA, CORP. MUST APPROVE CERTAIN DECISIONS OF THE GOVERNING BODY, INCLUDING THE STRATEGIC PLAN, ANNUAL CAPITAL PLAN, AND ANNUAL OPERATING BUDGET. MERCY HEALTH SERVICES-IOWA, CORP. MUST ALSO APPROVE SIGNIFICANT CHANGES SUCH AS A MERGER, DISSOLUTION, SALE OF ASSETS IN EXCESS OF CERTAIN LIMITS, A MATERIAL CHANGE IN MISSION, AND MODIFICATIONS TO GOVERNING DOCUMENTS.
Form 990, Part VI, Section B, line 11PRIOR TO FILING, THE FORM 990 FOR OAKLAND MERCY HOSPITAL IS REVIEWED BY SENIOR MANAGEMENT. IN ADDITION, CERTAIN KEY SECTIONS OF THE FORM ARE REVIEWED BY THE BOARD OF DIRECTORS. THE BOARD RECEIVES A COPY OF THE RETURN IN ITS FINAL FORM BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE.
Form 990, Part VI, Section B, line 12cOAKLAND MERCY HOSPITAL HAS ADOPTED A CONFLICT OF INTEREST POLICY WHICH CONTAINS THE ELEMENTS IN THE MODEL CONFLICT OF INTEREST POLICY ISSUED BY THE IRS. IT APPLIES TO ALL "INTERESTED PERSONS" OF OAKLAND MERCY HOSPITAL, WHICH INCLUDES directors, PRINCIPAL OFFICERS AND EXECUTIVES, AND MEMBERS OF COMMITTEES WITH BOARD DESIGNATED POWERS. INTERESTED PERSONS ARE REQUIRED TO ACT AT ALL TIMES IN A MANNER CONSISTENT WITH OAKLAND MERCY HOSPITAL'S CHARITABLE PURPOSE AND SERVICE TO THE COMMUNITY AND TO AVOID CONFLICTS OF INTEREST. INTERESTED PERSONS ARE REQUIRED TO MAKE FULL DISCLOSURE TO OAKLAND MERCY HOSPITAL OF ANY FINANCIAL OR BUSINESS INTERESTS THAT MIGHT RESULT IN OR HAVE THE APPEARANCE OF A CONFLICT OF INTEREST. INTERESTED PERSONS ARE REQUIRED TO RECUSE THEMSELVES FROM DISCUSSION AND VOTING ON MATTERS INVOLVING A CONFLICT OF INTEREST. THE BOARD OF directors OF OAKLAND MERCY HOSPITAL IS RESPONSIBLE FOR THE REVIEW AND APPROVAL OF TRANSACTIONS WITH INTERESTED PERSONS, INCLUDING DETERMINING THAT SUCH TRANSACTIONS ARE FAIR AND REASONABLE TO OAKLAND MERCY HOSPITAL. ON AN ANNUAL BASIS, INTERESTED PERSONS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT AND TO AFFIRM THEIR RECEIPT OF THE CONFLICT OF INTEREST POLICY, COMPLIANCE WITH ITS REQUIREMENTS, AND AGREE TO NOTIFY THE ORGANIZATION OF CHANGES IMPACTING THEIR ANNUAL DISCLOSURE IN ACCORDANCE WITH THE POLICY. THE ANNUAL DISCLOSURES ARE REVIEWED WITH THE BOARD OF directors OF OAKLAND MERCY HOSPITAL ON AN ANNUAL BASIS.
Form 990, Part VI, Section B, line 15TRINITY HEALTH FOLLOWS A PROCESS AND POLICY THAT IS INTENDED TO MIRROR THE IRC SECTION 4958 GUIDELINES FOR OBTAINING A "REBUTTABLE PRESUMPTION OF REASONABLENESS" WITH REGARD TO COMPENSATION AND BENEFITS. AS PART OF THAT PROCESS, THE COMPENSATION AND BENEFITS OF CERTAIN OFFICERS AND DIRECTORS OF OAKLAND MERCY HOSPITAL ARE REVIEWED AT LEAST ANNUALLY BY THE TRINITY HEALTH BOARD OR THE TRINITY HEALTH HUMAN RESOURCES AND COMPENSATION COMMITTEE (HRCC) OF THE BOARD, AUTHORIZED TO ACT ON BEHALF OF THE BOARD WITH RESPECT TO CERTAIN COMPENSATION MATTERS. AS PART OF ITS REVIEW PROCESS, THE HRCC RETAINS AN INDEPENDENT FIRM EXPERIENCED IN COMPENSATION AND BENEFIT MATTERS FOR NOT-FOR-PROFIT HEALTHCARE ORGANIZATIONS TO ADVISE IT IN THE DETERMINATIONS IT MAKES ON THE REASONABLENESS OF PROPOSED COMPENSATION AND BENEFITS ARRANGEMENTS.
Form 990, Part VI, Section C, line 19OAKLAND MERCY HOSPITAL IS A SUBSIDIARY ORGANIZATION IN THE TRINITY HEALTH SYSTEM. TRINITY HEALTH MAKES CERTAIN OF ITS KEY DOCUMENTS AVAILABLE TO THE PUBLIC ON ITS WEBSITE, WWW.TRINITY-HEALTH.ORG, IN THE "ABOUT US" SECTION. IN THIS SECTION, THE ANNUAL REPORT (WHICH INCLUDES COMMUNITY BENEFIT MINISTRY INFORMATION) AND CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE PUBLICLY AVAILABLE. IN ADDITION, OAKLAND MERCY HOSPITAL WILL BE INCLUDING A COPY OF ITS MOST RECENTLY FILED SCHEDULE H ON TRINITY HEALTH'S WEBSITE AS WELL AS MERCY MEDICAL CENTER - SIOUX CITY'S WEBSITE (WWW.MERCYSIOUXCITY.COM)
CORE FORM, PART VII, SECTION A, LINE 1, COLUMN B:THE HOURS LISTED IN COLUMN B OF PART VII, SECTION A, LINE 1 REFLECT ONLY THE INDIVIDUALS' AVERAGE WEEKLY HOURS SPENT DIRECTLY ON THE ACTIVITIES OF THE REPORTING ORGANIZATION. IN ADDITION, THESE ARE THE AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS: STEVEN J. EAVENSON - 49 HOURS GARY GUETZKO - 50 HOURS MARILYN KAPTAIN-DAHLEN - 49 HOURS BRIAN MONSMA - 49 HOURS ROBERT PEEBLES - 49 HOURSESTIMATE OF THE AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS:
CORE FORM, PART XI, LINE 2:OAKLAND MERCY HOSPITAL'S FINANCIAL STATEMENTS WERE INCLUDED IN THE FY10 CONSOLIDATED FINANCIAL STATEMENTS OF TRINITY HEALTH, WHICH WERE AUDITED BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM.

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI (7 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateTotal IncomeTotalIncomeEOY AssetsEOYAssetsBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
CLR Investments LLC
120 W HARRIS STCADILLACMI49601320008631Real estate rental & developmentMI19827175469Trinity Health-Michigan
Saint Agnes Home Health and Hospice LLC
17410 COLLEGE PARKWAY STE 150LIVONIAMI48152382621935Provide home health servicesCA93676041116725Trinity Home Health Services Inc
Saint Mary's Pharmacy LLC
200 JEFFERSON AVE SEGRAND RAPIDSMI49503383404443PharmacyMI00Trinity Health-Michigan
Mount Carmel HealthProviders Two LLC
6150 E BROAD STREETCOLUMBUSOH43213201983271MEDICAL SERVICESOH00MOUNT CARMEL HEALTH PROVIDERS INC
PATHWAY HOSPICE LLC
1050 SW 3RD AVE SUITE 1600ONTARIOOR97914931310235HOSPICE CAREOR12735031512716SAINT ALPHONSUS MEDICAL CENTER-ONTARIO
TRINITY HEALTH-WARDE LAB LLC
34605 W TWELVE MILE ROADFARMINGTON HILLSMI48331272681908REAL ESTATE RENTALDE00TRINITY HEALTH - MICHIGAN
MOUNT CARMEL HEALTH PROVIDERS III LLC
10 West Broad St Ste 2100COLUMBUSOH43215204145781MEDICAL SERVICESOH17410596043MOUNT CARMEL HEALTH PROVIDERS INC

Form990 Schedule R Part II Form990ScheduleRPartII (90 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Direct Controlling Entity NADirectControllingEntityNA
AMICARE HOSPICE SERVICES INC
27870 CABOT DRIVENOVIMI483772920382949053PROVIDE HOSPICE SERVICESMI501(C)(3)11, TYPE ITRINITY HOME HEALTH SERVICES INC
AUXILIARY OF HOLY ROSARY HOSPITAL
351 SW 9TH STREETONTARIOOR97914943059469SUPPORTS SERVICES OF RELATED HOSPITALOR501(C)(3)9SAINT ALPHONSUS MEDICAL CENTER-ONTARIO
BATTLE CREEK HEALTH SYSTEM
300 NORTH AVENUEBATTLE CREEKMI49016382776791HEALTHCARE SERVICESMI501(C)(3)3TRINITY HEALTH - MICHIGAN
BATTLE CREEK HEALTH SYSTEM AUXILIARY
300 NORTH AVENUEBATTLE CREEKMI49016383355520SUPPORT OF TAX EXEMPT HEALTH ORGANIZATIONMI501(C)(3)11, TYPE IBATTLE CREEK HEALTH SYSTEM
BAUM HARMON MERCY HOSPITAL
255 NORTH WELCH AVENUEPRIMGHARIA51245421500277Acute/Ambulatory healthcare servicesIA501(C)(3)3Mercy Health Services-Iowa Corp
BAUM HARMON MERCY HOSPITAL & CLINICS FOUNDATION
255 NORTH WELCH AVENUEPRIMGHARIA51245262973307Support the services of related hospitalIA501(C)(3)11, TYPE IBaum Harmon Mercy Hospital
CAPITAL PARK FAMILY HEALTH CENTER INC
6150 EAST BROAD STREETCOLUMBUSOH43213311387838Operation of a federally qualified health center (formerly)OH501(C)(3)3Mount Carmel Health System
CATHERINE MCAULEY HEALTH SERVICES CORP
PO BOX 995ANN ARBORMI48106382507173Further Trinity Health activities, organize and develop medical servicesMI501(C)(3)11, TYPE IITrinity Health-Michigan
Cranbrook Hospice Care
281 ENTERPRISE COURTBLOOMFIELD HILLSMI48302383320699Provide hospice health servicesMI501(C)(3)11, TYPE ITrinity Home Health Services Inc
Diley Ridge Medical Center
6150 EAST BROAD STREETCOLUMBUSOH43213342032340Hospital campus in Fairfield County OhioOH501(C)(3)3Mount Carmel Health System
Dubuque Mercy Health Foundation Inc
250 MERCY DRIVEDUBUQUEIA52001262227941Support the services of related hospitalIA501(C)(3)11, TYPE IMercy Health Services-Iowa Corp
Dyersville Health Foundation Inc
1111 3RD STREET SWDYERSVILLEIA52040205383271Support the services of related hospitalIA501(C)(3)11, TYPE IMercy Health Services-Iowa Corp
Hackley Hospital
1700 CLINTON ST PO BOX 3302MUSKEGONMI494433302381358196HEALTHCARE SERVICESMI501(C)(3)3Mercy Health Partners
Hackley Hospital Self Insurance Professional Liability Trust
PO BOX 3302MUSKEGONMI494433302382299878Self insurance for general and malpractice liabilityMI501(C)(3)11, TYPE III-FIMercy Health Partners
Hackley Life Counseling
1352 TERRACE STMUSKEGONMI494423545381386362Counseling, education, and supportMI501(C)(3)9Mercy Health Partners
Hackley Visiting Nurse Services and Hospice Inc
888 TERRACE STMUSKEGONMI49440381359598Provide home health care servicesMI501(C)(3)7Mercy Health Partners
Holy Cross Carenet Inc
PO BOX 9184FARMINGTON HILLSMI48333521945054Long-term care and rehabilitation for the elderlyMD501(C)(3)9Trinity Continuing Care Services
Holy Cross Hospital Foundation Inc
11801 TECH ROADSILVER SPRINGMD20904208428450Charitable fundraisingMD501(C)(3)11, TYPE IHoly Cross Hospital of Silver Spring Inc
Holy Cross Hospital of Silver Spring Inc
1500 FOREST GLEN RDSILVER SPRINGMD209101484520738041HEALTHCARE SERVICESMD501(C)(3)3Trinity Health Corporation
Holy Cross Medical Center
27870 CABOT DRIVENOVIMI483772920951985442HEALTHCARE SERVICES (FORMERLY)CA501(C)(3)3Trinity Health Corporation
HOLY ROSARY MEDICAL CENTER FOUNDATION
351 SW 9TH STREETONTARIOOR97914202683560SUPPORT THE SERVICES OF RELATED HOSPITALOR501(C)(3)11, TYPE ISAINT ALPHONSUS MEDICAL CENTER-ONTARIO
Hospice of North Iowa
232 SECOND STREET SEMASON CITYIA504016208421173708Hospice health care servicesIA501(C)(3)7Mercy Health Services-Iowa Corp
Hospice of Washtenaw II
806 AIRPORT BLVDANN ARBORMI48108383320707Hospice health care servicesMI501(C)(3)11, TYPE ITrinity Health-Michigan
HPCN
1675 LEAHY STREETMUSKEGONMI49442300207909HEALTHCARE SERVICESMI501(C)(3)11, TYPE IIMercy Health Partners
Lakeshore Community Hospital Inc
72 S STATE STREETSHELBYMI494551228382549295Acute healthcare servicesMI501(C)(3)3Mercy Health Partners
Lifespan Inc
166 EAST GOODALE AVEBATTLE CREEKMI490372728383298476Provide hospice health servicesMI501(C)(3)9Battle Creek Health System
Marian Home Healthcare
801 5TH STREETSIOUX CITYIA51101383320705Provide home health care servicesIA501(C)(3)11, TYPE IMercy Health Services-Iowa Corp
McAuley Clinic Corporation
PO BOX 992ANN ARBORMI48106382561013HEALTHCARE SERVICES (FORMERLY)MI501(C)(3)3Catherine McAuley Health Services Corp
Mercy Amicare Home Healthcare Oakland
281 ENTERPRISE COURTBLOOMFIELD HILLSMI483020312383320698Provide home health care servicesMI501(C)(3)11, TYPE ITrinity Home Health Services Inc
Mercy Amicare Home Healthcare Port Huron
2540 16TH STREETPORT HURONMI48060383320701Provide home health care servicesMI501(C)(3)11, TYPE ITrinity Home Health Services Inc
Mercy Community Physicians
363 FREMONT STBATTLE CREEKMI49017264252468HEALTHCARE SERVICESMI501(C)(3)3Battle Creek Health System
Mercy General Health Partners Amicare Homecare
684 HARVEY STREETMUSKEGONMI49442383321856Provide home health care servicesMI501(C)(3)11, TYPE ITrinity Home Health Services Inc
Mercy Health Partners
1415 LEAHY STREETMUSKEGONMI49442382589966Healthcare system supportMI501(C)(3)11, TYPE ITrinity Health-Michigan
Mercy Health Services - Iowa Corp
1000 4TH STREET SWMASON CITYIA50401311373080HEALTHCARE SERVICESDE501(C)(3)3Trinity Health-Michigan
Mercy Healthcare Foundation
1410 N 4TH STCLINTONIA52732421316126Fundraising and financial assistance for hospital charitable servicesIA501(C)(3)11, TYPE IMercy Medical Center-Clinton
Mercy Hosp & Health Services of DetroitMarshall Park Health Services Inc
27870 CABOT DRIVENOVIMI483772920381562325Supports malpractice contingencies of closed hospitalMI501(C)(3)11, TYPE ITrinity Health-Michigan
Mercy Hospital Cadillac Foundation
400 HOBARTCADILLACMI496012331203357131Support the services of related hospitalMI501(C)(3)11, TYPE ITrinity Health-Michigan
Mercy Hospital Gift Shop
2601 ELECTRIC AVEPORT HURONMI48060381630480Volunteer Service AuxiliaryMI501(C)(3)11, TYPE ITrinity Health-Michigan
Mercy Medical Center - Clinton Inc
1410 NORTH 4TH STCLINTONIA527322940421336618To provide quality health careDE501(C)(3)3Mercy Health Services-Iowa Corp
Mercy Medical Center - Sioux City Foundation
801 5TH STREETSIOUX CITYIA51102141880022Support the services of related hospitalIA501(C)(3)7Mercy Health Services-Iowa Corp
Mercy Medical Center Foundation - North Iowa
1000 4TH STREET SWMASON CITYIA504012800421229151Support the services of related hospitalIA501(C)(3)11, TYPE III-FIMercy Health Services-Iowa Corp
MERCY MEDICAL CENTER FOUNDATION INC
1512 12TH AVENUE ROADNAMPAID83686261737256SUPPORT THE SERVICES OF RELATED HOSPITALID501(C)(3)7SAINT ALPHONSUS MEDICAL CENTER-NAMPA
Mercy North Homecare and Hospice
7985 MACKINAW TRAILCADILLACMI49601383313897Home health and hospice servicesMI501(C)(3)11, TYPE ITrinity Home Health Services Inc
Mercy Pavilion of Battle Creek
300 NORTH AVENUEBATTLE CREEKMI49016382783350Provides long-term care for the elderlyMI501(C)(3)9Battle Creek Health System
MERCY PHYSICIAN GROUP INC
1512 12TH AVENUE ROADNAMPAID83686208192593TO PROVIDE QUALITY HEALTH CAREID501(C)(3)9SAINT ALPHONSUS MEDICAL CENTER-NAMPA
Mercy Services for Aging Non-profit Housing Corporation
PO BOX 9184FARMINGTON HILLSMI483339184382719605Provides long-term care for the elderlyMI501(C)(3)11, TYPE IITrinity Continuing Care Services Inc
Midwest Medflight
1300 VICTORS WAYANN ARBORMI48108382684671Aeromedical transportMI501(C)(3)9Trinity Health-Michigan
Mount Carmel Care Continuum Services Corp
793 WEST STATE STREETCOLUMBUSOH43222311126211Cooperative hospital service organizationOH501(C)(3)3Mount Carmel Health System
Mount Carmel College of Nursing
6150 EAST BROAD STREETCOLUMBUSOH43213311308555College of nursingOH501(C)(3)2Mount Carmel Health
Mount Carmel Health
6150 EAST BROAD STREETCOLUMBUSOH43213314379602HEALTHCARE SERVICESOH501(C)(3)3Mount Carmel Health System
Mount Carmel Health Insurance Company
6150 EAST BROAD STREETCOLUMBUSOH43213251912781Health InsuranceOH501(C)(4)N/AMount Carmel Health System
Mount Carmel Health Plan Inc
6150 EAST BROAD STREETCOLUMBUSOH43213311471229Medicare HMO for seniorsOH501(C)(4)N/AMount Carmel Health System
Mount Carmel Health System
6150 EAST BROAD STREETCOLUMBUSOH43213311439334Healthcare system management and supportOH501(C)(3)11, TYPE ITrinity Health Corporation
MOUNT CARMEL HEALTH SYSTEM FOUNDATION
6150 EAST BROAD STREETCOLUMBUSOH43213311113966SUPPORT THE SERVICES OF RELATED HOSPITALOH501(C)(3)11, TYPE IMOUNT CARMEL HEALTH SYSTEM
Mount Carmel Home Care LLC
1144 DUBLIN ROAD SUITE BCOLUMBUSOH43215262729300Provide home health care servicesOH501(C)(3)9Trinity Home Health Services Inc
Mount Carmel New Albany Surgical Hospital
7333 SMITHS MILL RDNEW ALBANYOH43054870790288HEALTHCARE SERVICESOH501(C)(3)3Mount Carmel Health System
MRI Mobile Services of West Michigan
1820 - 44TH STREETKENTWOODMI49508383073745OPERATE MAGNETIC IMAGING RESONANCE (FORMERLY)MI501(C)(3)9Trinity Health-Michigan
MUSKEGON COMMUNITY HEALTH PROJECT
565 W WESTERN AVENUEMUSKEGONMI49440911932918FACILITATE AND COORDINATE HEALTHCARE AND RELATED SERVICESMI501(C)(3)7MERCY HEALTH PARTNERS
Oakland Mercy Hospital
601 EAST 2ND STREETOAKLANDNE68045208072234HEALTHCARE SERVICESNE501(C)(3)3Mercy Health Services-Iowa Corp
Port Huron Mercy Family Care Inc
2601 ELECTRIC AVEPORT HURONMI48060201855647HEALTHCARE SERVICESMI501(C)(3)11, TYPE ITrinity Health-Michigan
Professional Med Team
965 FORK STREETMUSKEGONMI494423257382638284Medical care, transportation and educationMI501(C)(3)9Trinity Health-Michigan
Professional Office Corporation
1303 EAST HERNDON AVEFRESNOCA93720942839324HEALTHCARE SERVICESCA501(C)(3)11, TYPE ISaint Agnes Medical Center
Saint Agnes Medical Center
1303 EAST HERNDON AVEFRESNOCA93720941437713HEALTHCARE SERVICESCA501(C)(3)3Trinity Health Corporation
Saint Alphonsus Building Company Inc
1055 NORTH CURTIS RDBOISEID83706820401011Supports services of related hospitalID501(C)(3)11, TYPE ISaint Alphonsus Regional Medical Center Inc
Saint Alphonsus Diversified Care Inc
1055 NORTH CURTIS RDBOISEID83706943028978Supports services of related hospitalID501(C)(3)11, TYPE ISaint Alphonsus Regional Medical Center Inc
SAINT ALPHONSUS HEALTH SYSTEM INC
1055 N CURTIS ROADBOISEID83706271929502HEALTHCARE SYSTEM MANAGEMENT AND SUPPORTID501(C)(3)11, TYPE ITRINITY HEALTH CORPORATION
SAINT ALPHONSUS MEDICAL CENTER-BAKER CITY
3325 POCAHONTAS ROADBAKER CITYOR97814271790052TO PROVIDE QUALITY HEALTH CAREOR501(C)(3)3SAINT ALPHONSUS HEALTH SYSTEM INC
SAINT ALPHONSUS MEDICAL CENTER-NAMPA
1512 12TH AVENUE ROADNAMPAID83686820200896TO PROVIDE QUALITY HEALTH CAREID501(C)(3)3SAINT ALPHONSUS HEALTH SYSTEM INC
SAINT ALPHONSUS MEDICAL CENTER-ONTARIO
351 SW 9TH STREETONTARIOOR97914271789847TO PROVIDE QUALITY HEALTH CAREOR501(C)(3)3SAINT ALPHONSUS HEALTH SYSTEM INC
Saint Joseph Regional Medical Center - Plymouth Campus Inc
1915 LAKE AVENUE PO BOX 670PLYMOUTHIN46563351142669Healthcare servicesIN501(C)(3)3Saint Joseph Regional Medical Center Inc
Saint Joseph Regional Medical Center - South Bend Campus Inc
PO BOX 1935SOUTH BENDIN466341935350868157Healthcare servicesIN501(C)(3)3Saint Joseph Regional Medical Center Inc
Saint Joseph Regional Medical Center Inc
801 EAST LASALLE AVESOUTH BENDIN46617351568821Healthcare system management and supportIN501(C)(3)11, TYPE ITrinity Health Corporation
Saint Joseph's Auxiliary of Marshall County
1915 LAKE AVENUEPLYMOUTHIN46563356043563Hospital Service AuxiliaryIN501(C)(3)11, TYPE IISaint Joseph Regional Medical Center - Plymouth Campus Inc
Saint Joseph's Tower Inc
PO BOX 9184FARMINGTON HILLSMI483339184311040468Provides housing for low income elderly individualsIN501(C)(3)9Trinity Continuing Care Services-Indiana
Saint Mary's Amicare Home Healthcare
1430 MONROE NWGRAND RAPIDSMI48905383320700Provide home health care servicesMI501(C)(3)11, TYPE ITrinity Home Health Services Inc
Saint Mary's Doran Foundation CO Saint Mary's Health Care
200 JEFFERSON ST SEGRAND RAPIDSMI49503381779602Supports services of related hospitalMI501(C)(3)7Trinity Health-Michigan
St Alphonsus Regional Medical Center
1055 NORTH CURTIS RDBOISEID83706820200895Healthcare servicesID501(C)(3)3Trinity Health Corporation
St John's Health System
27870 CABOT DRIVENOVIMI483772920350877584HEALTHCARE SERVICES (FORMERLY)IN501(C)(3)3Trinity Health Corporation
St Joseph Mercy Oakland Foundation
44405 WOODWARD AVEPONTIACMI48341352356789Supports services of related hospitalMI501(C)(3)11, TYPE ITrinity Health-Michigan
St Ann's Hospital
500 SOUTH CLEVELAND AVEWESTERVILLEOH43081314412701HEALTHCARE SERVICESOH501(C)(3)3Mount Carmel Health System
ST ELIZABETH HEALTH CARE FOUNDATION
3325 POCAHONTAS ROADBAKER CITYOR97814943164869SUPPORT THE SERVICES OF RELATED HOSPITALOR501(C)(3)7SAINT ALPHONSUS MEDICAL CENTER-ONTARIO
St Joseph's Medical Center Auxiliary
801 E LASALLE AVE PO BOX 1935SOUTH BENDIN466341935356033285Hospital Service AuxiliaryIN501(C)(4)N/ASaint Joseph Regional Medical Center - South Bend Campus Inc
The Foundation of Saint Joseph Regional Medical Center
4215 EDISON LAKES PARKWAYMISHAWAKAIN46545351654543Supports services of related hospitalIN501(C)(3)11, TYPE ISaint Joseph Regional Medical Center Inc
Trinity Continuing Care Services
PO BOX 9184FARMINGTON HILLSMI483339184382559656Management services for Long term care and senior living facilitiesMI501(C)(3)11, TYPE ITrinity Health Corporation
Trinity Continuing Care Services - Indiana Inc
PO BOX 9184FARMINGTON HILLSMI483339184930907047Provides long-term care and residential housingIN501(C)(3)9Trinity Continuing Care Services
Trinity Health - Michigan
27870 CABOT DRIVENOVIMI483772920382113393HEALTHCARE SERVICESMI501(C)(3)3Trinity Health Corporation
Trinity Health Corporation
27870 CABOT DRIVENOVIMI483772920351443425Healthcare system management and supportIN501(C)(3)11, TYPE IN/A
Trinity Health International
27870 CABOT DRIVENOVIMI483772920421253527Healthcare training and support servicesMI501(C)(3)11, TYPE ITrinity Health Corporation
Trinity Health Welfare Benefit Trust
27870 CABOT DRIVENOVIMI483772920208151733Retiree medical and retiree life insurance coverageMI501(C)(9)N/ATrinity Health Corporation
Trinity Home Health Services Inc
17410 COLLEGE PARKWAYLIVONIAMI48152382621935Home health care system management servicesMI501(C)(3)11, TYPE ITrinity Health Corporation

Form990 Schedule R Part III Form990ScheduleRPartIII (31 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateDirect Controlling Entity NADirectControllingEntityNAPredominant Income TypePredominantIncomeTypeDisproportionate AllocationsDisproportionateAllocationsGeneral Or Managing PartnerGeneralOrManagingPartner
ADVANCED IMAGING SERVICES OF BATTLE CREEK
5352 BECKLEY ROAD STE ABATTLE CREEKMI49015204594297RADIOLOGY/IMAGINGMIN/AN/A00
ADVENT REHABILITATION LLC
560 FIFTH ST NW STE 404GRAND RAPIDSMI49504383306673REHABILITATION THERAPY SERVICESMIN/AN/A00
BIG RUN MEDICAL OFFICE BUILDING LIMITED PARTNERSHIP
793 W STATE STREETCOLUMBUSOH43222311608125MEDICAL OFFICE BUILDING RENTALOHN/AN/A00
BSV MEDICAL OFFICE BUILDING II LLC
855 M STREET TENTH FLOORFRESNOCA93721202673839MEDICAL OFFICE BUILDING RENTALCAN/AN/A00
CCH LABORATORY
775 SOUTH MAIN STREETCHELSEAMI48118382910400LABORATORYMIN/AN/A00
CENTRAL OHIO SLEEP MEDICINE LTD
5955 EAST BROAD STCOLUMBUSOH43213311701029SLEEP MEDICINE SERVICESOHN/AN/A00
CLINTON IMAGING SERVICES LLC
1410 NORTH 4TH STCLINTONIA52732412044739MRI DIAGNOSTIC SERVICESIAN/AN/A00
FOREST PARK IMAGING LLC
1000 4TH STREET SWMASON CITYIA50401134365966X-RAY AND MAMMOGRAPHY SERVICESIAN/AN/A00
FRANCES WARDE MEDICAL LABORATORY
300 WEST TEXTILE ROADANN ARBORMI48104382648446LABORATORYMIN/AN/A00
FRESNO IMAGING CENTER
1303 E HERNDON AVEFRESNOCA93720770363563DIAGNOSTIC IMAGINGCAN/AN/A00
HAWARDEN COMMUNITY CLINIC LLC
1122 AVENUE LHAWARDENIA51023201444339MEDICAL CLINICIAN/AN/A00
IDAHO GYNONCOLOGY SERVICES LLC
1055 N CURTIS RDBOISEID83706202975807PROVIDE GYN ONCOLOGY SERVICESIDN/AN/A00
MAGNETIC RESONANCE SERVICES PARTNERSHIP
1416 SIXTH STREET SWMASON CITYIA50401421328388MRI SERVICESIAN/AN/A00
MASON CITY AMBULATORY SURGERY CENTER LLC
990 4TH STREET SWMASON CITYIA50401201960348SURGERY-SAME DAYIAN/AN/A00
MCE MOB IV LIMITED PARTNERSHIP
793 W STATE STREETCOLUMBUSOH43222421544707MEDICAL OFFICE BUILDING RENTALOHN/AN/A00
MCMC POB III LIMITED PARTNERSHIP
793 W STATE STREETCOLUMBUSOH43222311392994MEDICAL OFFICE BUILDING RENTALOHN/AN/A00
MEDILUCENT MOB I
793 W STATE STREETCOLUMBUSOH43222204911370MEDICAL OFFICE BUILDING RENTALOHN/AN/A00
MERCY HEART CTR OP SERVICES LLC
1000 4TH STREET SWMASON CITYIA50401134237594CARDIOVASCULAR SERVICESIAN/AN/A00
MERCY OUTPATIENT SURGERY CENTER LLC
1512 12TH AVENUE ROADNAMPAID83686841380439OUTPATIENT SURGERYIDN/AN/A00
MICHIANA HEALTH INFORMATION NETWORK LLC
215 WEST MADISON STREETSOUTH BENDIN46601352050128COMMUNITY BASED CLINICAL INFORMATION SYSTEM AND DATA DEPOSITORYINN/AN/A00
MOUNT CARMEL EAST POB III LIMITED PARTNERSHIP
793 W STATE STREETCOLUMBUSOH43222311369473MEDICAL OFFICE BUILDING RENTALOHN/AN/A00
NEWCO AMBULATORY SURGERY CTR LLP
4190 24TH AVENUEFORT GRATIOTMI48059300136708OUTPATIENT SURGERY CENTERMIN/AN/A00
PLAZA SURGICAL CENTER
PO BOX 27230FRESNOCA93729371463357AMBULATORY SURGERYCAN/AN/A00
RIVERVIEW MEDICAL OFFICE BUILDING LIMITED PARTNERSHIP
793 W STATE STREETCOLUMBUSOH43222311531135MEDICAL OFFICE BUILDING RENTALOHN/AN/A00
SARMED OUTPATIENT PHARMACY LLC
999 N CURTIS RD STE 102BOISEID83706510483218PHARMACYIDN/AN/A00
SIXTY FOURTH STREET LLC
2373 64TH ST STE 2200BYRON CENTERMI49315202443646PROVIDE OUTPATIENT SURGICAL CAREMIN/AN/A00
ST ALPHONSUS CALDWELL CANCER CTR LLC
3123 MEDICAL DRCALDWELLID83605820526861RADIATION ONCOLOGYIDN/AN/A00
ST ANN'S MEDICAL OFFICE BLDG II LIMITED PARTNERSHIP
793 W STATE STREETCOLUMBUSOH43222311603660MEDICAL OFFICE BUILDING RENTALOHN/AN/A00
TAMARACK MEDICAL CLINIC LLC
610 VILLAGE DRIVEDONNELLYID83615201637921OUTPATIENT MEDICAL SERVICESIDN/AN/A00
WESTAR MEDICAL OFFICE BUILDING LIMITED PARTNERSHIP
793 W STATE STREETCOLUMBUSOH43222311784409MEDICAL OFFICE BUILDING RENTALOHN/AN/A00
WOODLAND IMAGING CENTER LLC
5301 E HURON RIVER DRANN ARBORMI48106760820959RADIOLOGY/IMAGINGMIN/AN/A00

Form990 Schedule R Part IV Form990ScheduleRPartIV (32 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateDirect Controlling Entity NADirectControllingEntityNAType Of EntityTypeOfEntityAddress Line1AddressForeign/AddressLine1CityAddressForeign/CityCountryAddressForeign/CountryLegal Domicile Foreign CountryLegalDomicileForeignCountry
COMMUNITY HEALTH VENTURES INC
565 W WESTERN AVEMUSKEGONMI49440383522260SOFTWARE MARKETINGMIN/AC
GENERAL HEALTHCORP VENTURES INC
1820-44TH STREETKENTWOODMI49508382533165MEDICAL SERVICESMIN/AC
HACKLEY HEALTH MANAGEMENT CENTER
1415 LEAHY STMUSKEGONMI49442382961814WEIGHT MANAGEMENTMIN/AC
HACKLEY HEALTH VENTURES INC
1415 LEAHY STMUSKEGONMI49442382589959OTHER MEDICAL SERVICESMIN/AC
HACKLEY HEALTHCARE EQUIPMENT
1415 LEAHY STMUSKEGONMI49442382578569HOME MEDICAL EQUIPMENTMIN/AC
HACKLEY ORTHOTICS & PROSTHETICS
1415 LEAHY STMUSKEGONMI49442382999815HEALTHCARE SERVICESMIN/AC
HACKLEY PROFESSIONAL CENTER
1415 LEAHY STMUSKEGONMI49442383024797REAL ESTATE RENTALMIN/AC
HACKLEY PROFESSIONAL PHARMACY
1415 LEAHY STMUSKEGONMI49442382447870PHARMACYMIN/AC
HEF INC
1415 LEAHY STMUSKEGONMI49442383086401OFFICE STAFFINGMIN/AC
HOLY CROSS PRIVATE HOME SERVICES CORP
11801 TECH ROADSILVER SPRINGMD20904521986562HOME CARE SERVICESMDN/AC
HURON ARBOR CORPORATION
5301 EAST HURON RIVER DR PO BOX 992ANN ARBORMI48106382475644PROVIDES OFFICE RENTAL SPACEMIN/AC
MARYLAND CARE GROUP INC
11801 TECH ROADSILVER SPRINGMD20904521815313HEALTHCARE HOLDINGMDN/AC
MEDNOW INC
1512 12TH AVENUE ROADNAMPAID83686820389927OUTPATIENT PHARMACYIDN/AC
MERCY MEDICAL SERVICES
801 5TH STREETSIOUX CITYIA51101421283849PRIMARY CARE PHYSICIANSIAN/AC
MICHIGAN PHYSICIAN SERVICES
44405 WOODWARD AVENUE H-5PONTIACMI48341383293125PHYSICIAN SERVICESMIN/AC
MICHIGAN ATHLETIC CLUB
2500 BURTONGRAND RAPIDSMI49546382647304ATHLETIC CLUBMIN/AC
MOUNT CARMEL BEHAVIORAL HEALTHCARE SERVICES INC
6150 EAST BROAD STREETCOLUMBUSOH43213310971510BEHAVIORAL HEALTHCARE SERVICESOHN/AC
MOUNT CARMEL HEALTH HORIZONS CORP
6150 EAST BROAD STREETCOLUMBUSOH43213311177652MEDICAL SERVICES/RENTOHN/AC
MOUNT CARMEL HEALTH PROVIDERS INC
6150 EAST BROAD STREETCOLUMBUSOH43213311382442MEDICAL SERVICESOHN/AC
NORTH IOWA MERCY MEDICAL SERVICES INC
1000 4TH ST SWMASON CITYIA50401421382308MEDICAL SERVICESIAN/AC
PRIMARY CARE NETWORK OF OHIO INC
6150 EAST BROAD STREETCOLUMBUSOH43213311422486HEALTH MANAGEMENT SERVICESOHN/AC
PRIORITY PLUS OF CALIFORNIA
PO BOX 27230FRESNOCA93729770395267FORMERLY HEALTH MANAGEMENT NOW DISCONTINUED SUBSTANTIALLY ALL OPERATIONSCAN/AC
SAINT ALPHONSUS PHYSICIAN SERVICES INC
1055 NORTH CURTIS ROADBOISEID83706820477852PHYSICIAN CLINICSIDN/AC
SAINT ALPHONSUS PHYSICIANS PA
1055 NORTH CURTIS ROADBOISEID837061370331078261PHYSICIANSIDN/AC
SAINT MARY'S HEALTH MANAGEMENT COMPANY
1640 EAST PARIS SEGRAND RAPIDSMI49546383450733ATHLETIC CLUBMIN/AC
SURGERY CENTER FINANCING CORPORATION
6150 EAST BROAD STREETCOLUMBUSOH43213311531102FINANCE, INSURANCE AND REAL ESTATEOHN/AC
TRINITY HEALTH EMPLOYEE BENEFIT TRUST
27870 CABOT DRIVENOVIMI483772920383410377GRANTOR TRUSTMIN/AT
TRINITY HEALTH SELF-INSURANCE PLAN
27870 CABOT DRIVENOVIMI483772920386742154GRANTOR TRUSTMIN/AT
TRINITY HEALTH SELF-INSURED WORKERS' COMPENSATION FUND
27870 CABOT DRIVENOVIMI483772920386742157GRANTOR TRUSTMIN/AT
VENZKE INSURANCE COMPANY LTD
980453602PROVISION OF INSURANCE COVERAGEN/ACPO BOX 1051 GRAND CAYMANGRAND CAYMANCJCJ
WESTSHORE HEALTH NETWORK
1820 44TH STREETKENTWOODMI49508383280200PHYSICIAN HOSPITAL ORGANIZATIONMIN/AC
WORKPLACE HEALTH OF GRAND HAVEN
1415 LEAHY STMUSKEGONMI49442383112035OCCUPATIONAL HEALTHMIN/AC
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org1GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org1GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs1RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs1PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

FieldValueIRS element (for citing)
Business Name Line1MERCY MEDICAL SERVICESBusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypeCTransactionType
Amount Involved489030AmountInvolved