2011-08-11T09:00:35-05:00 2010-09-30 CROWE HORWATH LLP 70 West Madison Street Suite 700 Chicago IL 606024903 990 2009-10-01 363181170 INGALLS HEALTH SYSTEM INGA 7083332300 ONE INGALLS DRIVE HARVEY IL 60426 ANDREW STEFO 2011-08-11 true 3128997000 2009 2016-02-24 21:20:13Z KURT E JOHNSON ONE INGALLS DRIVE HARVEY IL 60426 14307811 false X WWW.INGALLS.ORG X 1981 IL INGALLS HEALTH SYSTEM (IHS) SUPPORTS THE HEALTH AND HUMAN SERVICES OF THE INGALLS MEMORIAL HOSPITAL (IMH), A RELATED TAX-EXEMPT ORGANIZATION, THROUGH THE PROVISION OF MANAGEMENT SERVICES. 17 16 0 16 -14285 0 0 0 11716336 14143294 -427858 135669 -14516 -14285 11273962 14264678 0 3491101 0 0 0 0 0 0 0 12732651 12923561 12732651 16414662 -1458689 -2149984 44299783 42389642 19434762 19370028 24865021 23019614 INGALLS HEALTH SYSTEM (IHS) SUPPORTS THE HEALTH AND HUMAN SERVICES OF THE INGALLS MEMORIAL HOSPITAL (IMH), A RELATED TAX-EXEMPT ORGANIZATION, THROUGH THE PROVISION OF MANAGEMENT SERVICES. false false 13161915 3491101 14143294 INGALLS HEALTH SYSTEM (IHS) INCREASES EFFICIENCY IN ADMINISTERING PROGRAMS BY SPONSORING PRODUCTIVITY AND COST SAVINGS INITIATIVES FOR RELATED AND AFFILIATED 501(C)(3) ORGANIZATIONS. IHS OPERATES TWO PROFESSIONAL OFFICE BUILDINGS TO PROVIDE ACCESS TO HEALTHCARE SERVICES FOR COMMUNITY MEMBERS. 13161915 true false false false false false false false false true false true false false false false false false false false false true false true false false false false false false false false false false false false false true true true false true 56 0 true 0 true true true CJ false false false false false false false 17 16 false false false false false false false true true false false false true true true true true false X JORI BRINK 7083332300 ONE INGALLS DRIVE HARVEY IL 60426 X ROBERT G VELO 1 X X 0 0 0 RICHARD M KING 1 X X 0 0 0 KURT E JOHNSON 1 X X 0 878027 25716 EUGENE M FEINGOLD 1 X X 0 0 0 ROBERT H TOPEL 1 X 0 0 0 NATHANIEL K SUTTON 1 X 0 0 0 MICHAEL F ROY 1 X 0 0 0 KEVIN PURCELL 1 X 0 0 0 DAVID H ORTH MD 1 X 0 0 0 MARK KOZLOFF MD 1 X 0 0 0 NEAL E KITCHELL 1 X 0 0 0 MICHAEL P KAMRADT 1 X 0 0 0 HENRY K JOHNSON 1 X 0 0 0 DENNIS J IRVIN 1 X 0 0 0 ROBERT L HARRIS 1 X 0 0 0 SAMUEL J CUTRARA JR CPA 1 X 0 0 0 LYNDELL S BECKHAM 1 X 0 0 0 ANDREW STEFO 1 X 0 0 0 DIANE JACOBY 1 X 0 349855 25387 VINCENT E PRYOR 1 X 0 441939 27668 0 1669821 78771 0 false true false THE INGALLS MEMORIAL HOSPITAL ONE INGALLS DRIVE HARVEY IL 60426 MANAGEMENT SERVICE 5514328 KPMG LLP PO BOX 120001 DEPT 0970 DALLAS TX 75312 ACCOUNTING SERVICES 243725 WESTERN ASSET MANAGEMENT CO PO BOX 894139 LOS ANGELES CA 90189 INVESTMENT MGMT 122053 3 0 0 0 0 0 0 0 0 INTER-AFFILIATE INSURANCE 6533689 6533689 0 0 INTER-AFFILIATE MANAGEMENT FEE 6119580 6119580 0 0 RENTAL INCOME 1490025 1490025 0 0 0 0 0 0 0 0 0 0 0 0 0 0 14143294 95785 0 0 95785 0 0 0 0 0 0 0 0 28848 0 43133 0 -14285 0 -14285 0 -14285 0 39884 0 0 0 39884 0 39884 0 0 39884 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 14264678 14143294 -14285 135669 3491101 3491101 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 99999 0 99999 0 46548 0 46548 0 0 0 0 0 0 0 6744 6744 0 0 559437 125659 433778 0 31714 31714 0 0 106419 21557 84862 0 0 0 0 0 0 0 0 0 955556 688000 267556 0 230070 0 230070 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 663701 0 663701 0 4575793 4536793 39000 0 SALARY REIMBURSEMENT 5514328 4210347 1303981 0 PROVISION FOR BAD DEBT 50000 50000 0 0 DIETARY SUPPLY 26019 0 26019 0 MISCELLANEOUS 57233 0 57233 0 0 0 0 0 0 0 0 0 16414662 13161915 3252747 0 0 0 0 0 12758 0 490276 0 0 0 102970 171332 0 0 0 0 0 0 0 0 187948 72937 19902039 12312442 7351566 7589597 0 0 16401349 19091597 0 0 0 0 19752916 15464179 44299783 42389642 1157284 3122468 0 0 0 0 0 0 0 0 0 0 0 0 0 0 18277478 16247560 19434762 19370028 X 24865021 23019614 0 0 0 0 0 0 0 0 0 0 24865021 23019614 44299783 42389642 X false true true X false X X X false false false THE INGALLS MEMORIAL HOSPITAL 362170866 3 true true true 0 1 0 0 0 0 0 7373991 3254706 4119285 0 927270 596047 331223 0 11600778 8461689 3139089 0 0 0 0 7589597 0 18005642 C POOLED LONG TERM INVESTMENTS 1085955 F 19091597 SELF INSURANCE FUND 14977573 DEFERRED COMPENSATION 486606 15464179 0 SELF INSURANCE LIABILITY 13200863 WORKER'S COMPENSATION LIABILITY 2560091 DEFERRED COMPENSATION LIABILITY 486606 16247560 FIN 48 footnote Schedule D, Part X, Line 2 THE SYSTEM HAS ADOPTED ASC SUBTOPIC 740-10, INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF HOW TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. UNDER ASC SUBTOPIC 740-10, THE SYSTEM MUST RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN FIFTY PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. ASC SUBTOPIC 740-10 ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST, AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS, AND REQUIRES INCREASED DISCLOSURE. AS OF SEPTEMBER 30, 2010 AND 2009, THE SYSTEM DOES NOT HAVE A LIABILITY FOR UNRECOGNIZED TAX BENEFITS. true INGALLS HEALTH VENTURES ONE INGALLS DRIVE HARVEY IL 60426 363239703 501(C)(3) 3491101 0 N/A N/A OPERATING SUPPORT 1 0 Procedures for monitoring use of grant funds Schedule I, Part I, Line 2 THE ORGANIZATION ONLY MAKES GRANTS TO ITS RELATED TAX-EXEMPT AFFILIATES. ALL ORGANIZATIONS WITHIN THE INGALLS HEALTH SYSTEM ARE CONTROLLED EITHER DIRECTLY BY THE INGALLS HEALTH SYSTEM OR THE INGALLS MEMORIAL HOSPITAL; AS SUCH, THE USE OF SUPPORT PROVIDED TO RELATED ORGANIZATIONS IS RESTRICTED FOR ITS INTENDED PURPOSE. X X X X false false false false false false false DIANE JACOBY 0 254831 0 0 0 95024 0 9834 0 15553 0 375242 0 0 VINCENT E PRYOR 0 346701 0 0 0 95238 0 10163 0 17505 0 469607 0 0 KURT E JOHNSON 0 529969 0 0 0 348058 0 10163 0 15553 0 903743 0 0 Review of form 990 by governing body Form 990, Part VI, Section B, Line 11A THE FULL FORM 990, INCLUDING SUPPLEMENTAL SCHEDULES, WAS PRESENTED BY THE CHIEF FINANCIAL OFFICER TO THE EXECUTIVE COMMITTEE AT A COMMITTEE MEETING. THE FULL BOARD HAS GRANTED TO THE EXECUTIVE COMMITTEE AUTHORITY TO APPROVE THE FORM 990. THE FULL BOARD WILL RECEIVE A REPORT FROM THE EXECUTIVE COMMITTEE, DESCRIBING THE EXECUTIVE COMMITTEE'S REVIEW PERFORMED. THE FORM 990 WILL BE AVAILABLE AT THE ORGANIZATION'S BOARD MEETING FOR EACH MEMBER'S REVIEW. Conflict of interest policy Form 990, Part VI, Section B, Line 12c ALL OFFICERS, DIRECTORS, BOARD MEMBERS, AND KEY EMPLOYEES MUST AVOID SITUATIONS IN WHICH THEIR PERSONAL INTERESTS MAY CONFLICT, OR APPEAR TO CONFLICT, WITH THE INTEREST OF INGALLS; AND INGALLS REVIEWS ITS OWN RELATIONSHIPS WITH OTHER CARE PROVIDERS, EDUCATIONAL INSTITUTIONS, AND PAYERS TO DETERMINE IF POTENTIAL CONFLICTS EXIST. EMPLOYEES SHALL HAVE THE CONTINUING AFFIRMATIVE DUTY TO REPORT TO THE PRESIDENT AND CHIEF EXECUTIVE OFFICER (CEO) OF INGALLS ANY PERSONAL OWNERSHIP INTEREST OR OTHER RELATIONSHIP THAT MIGHT AFFECT THEIR ABILITY TO EXERCISE IMPARTIAL, ETHICAL BUSINESS JUDGMENTS IN THE AREA OF THEIR RESPONSIBILITIES. PER THE ENTITY'S CONFLICT OF INTEREST POLICY, EMPLOYEES AT MANAGEMENT LEVEL WILL BE REQUIRED TO COMPLETE A "CERTIFICATION AND DISCLOSURE" FORM, ON A SCHEDULE DETERMINED BY THE CORPORATE COMPLIANCE OFFICER. COMPLETION OF THIS FORM IS A JOB REQUIREMENT FOR ALL MANAGERIAL EMPLOYEES, AND MAY BE REQUIRED OF NON-MANAGEMENT EMPLOYEES AS DETERMINED BY THE PRESIDENT AND CHIEF EXECUTIVE OFFICER AND THE CORPORATE COMPLIANCE OFFICER. EMPLOYEES ALSO HAVE A DUTY TO REPORT CONFLICTS OR POTENTIAL CONFLICTS OF INTEREST OF WHICH THEY MAY BE AWARE INVOLVING OTHER EMPLOYEES. EACH SITUATION REPORTED SHALL BE REVIEWED BY THE PRESIDENT AND CEO, AND INGALLS CORPORATE COMPLIANCE OFFICER, AND A DETERMINATION SHALL BE MADE AS TO WHETHER A CONFLICT OF INTEREST EXISTS OR MAY ARISE FROM SUCH A SITUATION. THE DECISION OF THE PRESIDENT AND CEO AND CORPORATE COMPLIANCE OFFICER REGARDING WHETHER A CONFLICT EXISTS SHALL BE FINAL. THE EMPLOYEE HANDBOOK MENTIONS THE ENTITY'S CONFLICT OF INTEREST POLICY. EACH EMPLOYEE IS REQUIRED TO SIGN AN ACKNOWLEDGMENT OF THE HANDBOOK UPON EMPLOYMENT. Public Disclosure Form 990, Part VI, Section C, Line 19 FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICIES ARE NOT REQUIRED DISCLOSURES PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 6104. THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME. COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, ETC. FORM 990, PART VII, SECTION A, LINE 1(A), COLUMN (B) KURT E. JOHNSON, PRESIDENT AND CEO, VINCENT F. PRYOR, VP - FINANCE AND CFO PART YEAR, ANDREW STEFO, VP - FINANCE AND CFO PART YEAR AND DIANE JACOBY, GENERAL COUNSEL DEVOTE TIME TO THE FOLLOWING RELATED TAX-EXEMPT ORGANIZATIONS: *THE INGALLS MEMORIAL HOSPITAL (IMH) *INGALLS HEALTH SYSTEM (IHS) *INGALLS DEVELOPMENT FOUNDATION (IDF) *INGALLS HOME CARE (IHC) *IHS EMPLOYEE BENEFIT TRUST (EBT) *INGALLS HEALTH VENTURES (IHV) EXPENSES FOR INGALLS HEALTH SYSTEM FORM 990, PART VII, SECTION B, LINE 1 AND PART IX, LINE 11 EXPENSES OF INGALLS HEALTH SYSTEM (IHS) AND RELATED ENTITIES (SEE SCHEDULE R) ARE PAID BY IHS. IHS IS RESPONSIBLE FOR ISSUING THE 1099'S TO INDEPENDENT CONTRACTORS, AND SUBSEQUENTLY ALLOCATES A PERCENTAGE OF THE EXPENSE AND RECEIVES REIMBURSEMENT FROM THE RELATED ENTITIES. GROSS AMOUNT OF SALES OF SECURITIES FORM 990, PART VIII, LINE 7A, COLUMN (I) THE ORGANIZATION'S INVESTMENTS ARE HELD IN A POOLED INVESTMENT ACCOUNT MANAGED BY NORTHERN TRUST. REALIZED GAINS AND LOSSES ARE POOLED AND ALLOCATED TO THE PARTICIPANTS. THE INGALLS MEMORIAL HOSPITAL RECEIVES MONTHLY INFORMATION ON THE FUNDS FROM NORTHERN TRUST AND DETERMINES THE TOTAL GAIN OR LOSS AMOUNTS. HOWEVER DETAIL IS NOT PROVIDED. PROCESS USED TO ESTABLISH COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES PART VI, SECTION B, LINES 15A AND 15B THE INGALLS MEMORIAL HOSPITAL (IMH), A RELATED TAX-EXEMPT ORGANIZATION, IS RESPONSIBLE FOR DETERMINING AND ADMINISTERING COMPENSATION FOR ALL OFFICERS AND KEY EMPLOYEES OF EACH RESPECTIVE ENTITY WITHIN THE INGALLS HEALTH SYSTEM CORPORATE STRUCTURE. BELOW IS THE PROCESS USED TO ESTABLISH COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL, OTHER OFFICERS AND KEY EMPLOYEES. TOP MANAGEMENT OFFICIAL: IN SETTING THE TOP MANAGEMENT OFFICIAL'S COMPENSATION, THE EXECUTIVE COMMITTEE RELIES ON RECENT COMPARABILITY STUDIES THAT PROVIDE COMPENSATION DATA FOR SIMILARLY QUALIFIED PERSONS IN COMPARABLE ORGANIZATIONS TO SUPPORT ITS DECISION-MAKING PROCESS. THE EXECUTIVE COMMITTEE REVIEWS AND APPROVES THE TOP MANAGEMENT OFFICIAL'S COMPENSATION ARRANGEMENT. THE COMMITTEE ADEQUATELY DOCUMENTS ITS COMPENSATION DETERMINATIONS AND DELIBERATIONS REGARDING COMPENSATION IN THE MEETING MINUTES. THE PROCESSING FOR DETERMINING AND REVIEWING COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL WAS LAST UNDERTAKEN IN THE PRIOR YEAR. OTHER OFFICERS AND KEY EMPLOYEES: AN OUTSIDE COMPENSATION CONSULTANT IS USED TO RENDER A REASONABLE OPINION AS TO WHAT PERCENTAGE OF INCREASE A VICE PRESIDENT SHOULD RECEIVE BY PERFORMING A MARKET COMPARISON FOR ALL VICE PRESIDENTS. THE PROCESS TO DETERMINE AN INCREASE IN COMPENSATION FOR VICE PRESIDENTS WAS PERFORMED IN THE PRIOR YEAR FOR THE CURRENT YEAR'S COMPENSATION. SALARY INCREASES ARE APPROVED ANNUALLY BY THE PRESIDENT AND EXECUTIVE COMMITTEE ONCE RECEIVED BY THE OUTSIDE CONSULTANT. DIRECTORS AND MANAGERS RECEIVE AN INCREASE IN COMPENSATION BASED ON WHETHER OR NOT PERFORMANCE GOALS HAVE BEEN REACHED. BEFORE A FISCAL YEAR STARTS PERFORMANCE GOALS ARE PUT TOGETHER BY THE DIRECTOR OR MANAGER AND SUBMITTED TO THE VICE PRESIDENT FOR APPROVAL. APPROVED GOALS ARE THEN REVIEWED BY ALL OTHER EXECUTIVES. ONCE APPROVED BY ALL, THESE ARE THE GOALS FOR THE YEAR. AFTER THE YEAR IS OVER THE PERFORMANCE GOALS ARE REVIEWED BY THE VP AND DIRECTOR OR MANAGER. MARKET ADJUSTMENTS ARE SET BY THE IMMEDIATE VP AND SENT TO ALL EXECUTIVES FOR THEIR APPROVAL. THE INGALLS MEMORIAL HOSPITAL ONE INGALLS DRIVE HARVEY IL 60426 362170866 HOSPITAL IL 501(C)(3) 3 NA INGALLS HOME CARE ONE INGALLS DRIVE HARVEY IL 60426 363367939 HEALTHCARE IL 501(C)(3) 9 IMH INGALLS DEVELOPMENT FOUNDATION ONE INGALLS DRIVE HARVEY IL 60426 363189150 SUPPORT IL 501(C)(3) 7 NA INGALLS HEALTH VENTURES ONE INGALLS DRIVE HARVEY IL 60426 363239703 AMBULATORY IL 501(C)(3) 3 NA IHS EMPLOYEE BENEFIT TRUST ONE INGALLS DRIVE HARVEY IL 60426 363581617 BENEFITS IL 501(C)(9) N/A IMH PRIMARY HEALTHCARE ASSOCIATES SC 71 W 156TH STREET HARVEY IL 60426 364132865 HEALTHCARE IL 501(C)(3) 9 NA INGALLS SAME DAY SURGERY CENTER LTD 6701 W 159TH STREET TINLEY PARK IL 60477 363368549 SURGERY CENTER IL IHV RELATED 142660 3253934 false 0 false INGALLS PROVIDER GROUP ONE INGALLS DRIVE HARVEY IL 60426 363485578 INSURANCE SERVICE IL IMH C CORPORATION 0 0 0 MEDCENTRIX INC ONE INGALLS DRIVE HARVEY IL 60426 363374228 BILLING & MGMT IL NA C CORPORATION 4966781 4469930 1 INGALLS CASUALTY INSURANCE LTD ONE INGALLS DRIVE HARVEY IL 60426 980485714 LIAB INSURANCE CJ NA C CORPORATION 195938 5778968 1 INGALLS HEALTH COUNCIL ONE INGALLS DRIVE HARVEY IL 60426 273226539 PURCHASING GROUP IL NA C CORPORATION 0 0 1 true true false false false false false false false false false false true true true true true false MEDCENTRIX INC A 28848 INGALLS HEALTH VENTURES B 2033570 PRIMARY HEALTHCARE ASSOCIATES SC B 1457531 ALL RELATED INGALLS ENTITIES (SEE SCHEDULE R) N 186729 ALL RELATED INGALLS ENTITIES (SEE SCHEDULE R) P 17703998 INGALLS SAME DAY SURGERY CENTER LTD Q 569987 INGALLS HEALTH SYSTEM EMPLOYEE BENEFIT TRUST Q 3916812