Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
ST VINCENT CHARITY DEVELOPMENT FOUNDATION
Employer identification number
27-1602445
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization?
................
11g(i)
No
(ii)
a family member of a person described in (i) above?
......................
11g(ii)
No
(iii)
a 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
No
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of support?
Yes
No
Yes
No
Yes
No
(1)
ST VINCENT CHARITY MEDICAL CENTER
340714756
501(C)(3)
Yes
Yes
Yes
0
Total
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
4
Total. Add lines 1 through 3..
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6
Public Support. Subtract line 5 from line 4.
Section B. Total Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
7
Amounts from line 4..
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..
11
Total support (Add lines 7 through 10).
12
Gross receipts from related activities, etc. (See instructions.)
..................
12
13
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here..........................................
Section C. Computation of Public Support Percentage
14
Public Support Percentage for 2010 (line 6 column (f) divided by line 11 column (f))
.........
14
15
Public Support Percentage for 2009 Schedule A, Part II, line 14
...............
15
16a
33 1/3% support test—2010.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
......................
b
33 1/3% support test—2009.
If the organization did not check the box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2010.
If the organization did not check a box on line 13, 16a, or 16b and line 14
is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported
organization
..................................................
b
10%-facts-and-circumstances test—2009.
If the organization did not check a box on line 13, 16a, 16b, or 17a and line
15 is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported organization
..............................................
18
Private Foundation
If the organization did not check a box on line 13, 16a, 16b, 17a or 17b, check this box and see
instructions
...................................................
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c
Add lines 7a and 7b..
8
Public Support (Subtract line 7c from line 6.)
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
9
Amounts from line 6...
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
13
Total support (Add lines 9, 10c, 11 and 12.).
14
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public Support Percentage for 2010 (line 8 column (f) divided by line 13 column (f))
.........
15
16
Public support percentage from 2009 Schedule A, Part III, line 15
...............
16
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2010 (line 10c column (f) divided by line 13 column (f))
......
17
18
Investment income percentage from 2009 Schedule A, Part III, line 17
.............
18
19a
33 1/3% support tests—2010.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3% and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
..........
b
33 1/3% support tests—2009.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
....
20
Private Foundation
If the organization did not check a box on line 14, 19a or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information.
Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: PART I, LINE 11: THE ORGANIZATION PROVIDES SUPPORT BY PERFORMING ANNUAL MAILINGS, SPECIAL EVENTS, AND OTHER FUNDRAISING FUNCTIONS FOR THE BENEFIT OF ST. VINCENT CHARITY MEDICAL CENTER.
Schedule A (Form 990 or 990-EZ) 2010
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
ST VINCENT CHARITY DEVELOPMENT FOUNDATION
Employer identification number
27-1602445
Identifier
Return Reference
Explanation
FORM 990, PART VI, SECTION A, LINE 6
THE ORGANIZATION HAS ONE CORPORATE MEMBER: ST. VINCENT CHARITY MEDICAL CENTER
FORM 990, PART VI, SECTION A, LINE 7A
THE ORGANIZATION'S MEMBER MAY ELECT MEMBERS OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION A, LINE 7B
CERTAIN DECISIONS OF THE GOVERNING BODY, SUCH AS APPROVAL OF BUDGETS, CAPITAL EXPENDITURES, LIQUIDATION, MERGER OR DISSOLUTION OF ASSETS, AND THE MODIFICATION OF THE ARTICLES OF INCORPORATION AND CODE OF REGULATIONS, MUST BE APPROVED BY THE BOARD OF THE MEMBER ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 8A
DUE TO THE START-UP NATURE OF THE FOUNDATION, FORMAL BOARD OF TRUSTEE MEETINGS DID NOT OCCUR IN 2010.
FORM 990, PART VI, SECTION A, LINE 8B
DUE TO THE START-UP NATURE OF THE FOUNDATION, FORMAL BOARD OF TRUSTEE MEETINGS DID NOT OCCUR IN 2010.
FORM 990, PART VI, SECTION B, LINE 11
AFTER FORM 990 IS REVIEWED INTERNALLY, IT IS SUBMITTED FOR REVIEW TO OUR TAX AUDITOR. THEY REVIEW FOR COMPLETENESS AND COMMUNICATE ANY CONCERNS THAT THEY IDENTIFY WITHIN THE DOCUMENTS AND WORKSHEETS OF THE TAX RETURN. ITEMS IDENTIFIED ARE REVIEWED BY STAFF AND ANY NEEDED CORRECTIONS ARE MADE. THE RETURN IS THEN PROVIDED TO THE CFO FOR REVIEW AND APPROVAL. IT IS THEN SUBMITTED TO THE AUDIT COMMITTEE OF THE BOARD FOR REVIEW.
FORM 990, PART VI, SECTION B, LINE 12C
ST. VINCENT CHARITY DEVELOPMENT FOUNDATION (THE FOUNDATION) INITIATED OPERATIONS IN 2010. AS AN ORGANIZATION ESTABLISHED EXCLUSIVELY FOR THE SUPPORT AND BENEFIT OF ST. VINCENT CHARITY MEDICAL CENTER, THE FOUNDATION ADHERES TO THE ADMINISTRATIVE POLICIES OF ST. VINCENT CHARITY MEDICAL CENTER, INCLUDING, BUT NOT LIMITED TO: CORPORATE COMPLIANCE POLICIES; DISCLOSURE OF CONFLICTS OF INTEREST; DOCUMENT RETENTION AND DESTRUCTION; HUMAN RESOURCES; AS WELL AS FINANCIAL MANAGEMENT AND REPORTING. DUE TO THE START-UP NATURE OF THE FOUNDATION, FORMAL BOARD OF TRUSTEE MEETINGS DID NOT OCCUR IN 2010.
FORM 990, PART VI, SECTION B, LINE 15: THE FOUNDATION ADHERES TO THE ADMINISTRATIVE POLICIES AND PROCEDURES OF ST. VINCENT CHARITY MEDICAL CENTER AND FOLLOWS THEIR ANNUAL COMPENSATION REVIEW BY AN EXTERNAL SOURCE WHICH IS THEN REVIEWED BY THE BOARD FOR APPROVAL.
FORM 990, PART VI, SECTION C, LINE 18
FORM 990 AND FORM 1023 ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT ST. VINCENT CHARITY MEDICAL CENTER AND FINANCIAL SERVICE CENTER LOCATIONS.
FORM 990, PART VI, SECTION C, LINE 19
GOVERNING DOCUMENTS, THE FINANCIAL STATEMENTS, AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT ST. VINCENT CHARITY MEDICAL CENTER AND FINANCIAL SERVICE CENTER LOCATIONS.
FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT HAS BEEN CHARGED WITH OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTING FIRM. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
FORM 990, PART VII: THERE ARE OFFICERS THAT ARE BEING PAID BY THE RELATED ORGANIZATION (SISTERS OF CHARITY HEALTH SYSTEM, SCHS) THAT WORK BOTH AT THE ORGANIZATION AND AT THE RELATED ORGANIZATION (SCHS) OR ITS AFFILIATES. THE AVERAGE HOURS WORKED PER WEEK BY THOSE INDIVIDUALS ARE LISTED BELOW: JOANNE CLARK 38 HOURS FOR ORGANIZATION AND 0 FOR RELATED (SCHS) SUSANNA KREY LESS THAN 2 HOURS FOR ORGANIZATION AND 38 FOR RELATED (SCHS) PATRICK MCMAHON LESS THAN 2 HOURS FOR ORGANIZATION AND 32 FOR RELATED (SCHS), 2 FOR RELATED (MERCY MEDICAL CENTER), AND 4 FOR RELATED (ST. VINCENT CHARITY MEDICAL CENTER)
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.