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
OCONEE PHYSICIAN PRACTICES
Employer identification number
20-8715655
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)
OCONEE MEDICAL CENTER
570357963
3
Yes
Yes
Yes
0
Total
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 (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
OCONEE PHYSICIAN PRACTICES
Employer identification number
20-8715655
Identifier
Return Reference
Explanation
CLASSES OF MEMBERS OR STOCKHOLDERS
FORM 990, PAGE 6, PART VI, LINE 6
OCONEE MEDICAL CENTER, A NONPROFIT CORPORATION THAT OPERATES A HEALTH SYSTEM, ACTS AS THE PARENT ORGANIZATION OF THE CORPORATION BY VIRTUE OF ITS POSITION AS SOLE CORPORATE MEMBER, AND IS THE DESIGNEE FOR DISPOSITION OF ASSETS FROM THE CORPORATION UPON DISSOLUTION. AS THE SOLE MEMBER, OCONEE MEDICAL CENTER HOLDS CERTAIN RESERVED POWERS DELINEATED IN THE CORPORATION'S BYLAWS AS DESCRIBED IN RESPONSE TO PART IV, LINE 7B BELOW.
ELECTION OF MEMBERS AND THEIR RIGHTS
FORM 990, PAGE 6, PART VI, LINE 7A
AS THE SOLE MEMBER, OCONEE MEDICAL CENTER THROUGH ITS BOARD OF DIRECTORS' EXECUTIVE COMMITTEE HOLDS THE SOLE AUTHORITY TO APPOINT TWO OF THE CORPORATION'S DIRECTORS. THREE ADDITIONAL DIRECTORS SERVE EX OFFICIO THROUGH THEIR POSITIONS AS OFFICERS AND EMPLOYEES OF OCONEE MEDICAL CENTER.
DECISIONS SUBJECT TO APPROVAL OF MEMBERS
FORM 990, PAGE 6, PART VI, LINE 7B
PURSUANT TO THE CORPORATION'S BYLAWS, OCONEE MEDICAL CENTER RETAINS THE SOLE AUTHORITY TO OVERSEE THE HEALTHCARE SERVICES OFFERED BY THE CORPORATION; REQUIRE THE DISTRIBUTION OF INCOME, ASSETS OR PROPERTY FROM, OR MAKE CONTRIBUTIONS TO THE CORPORATION TO ACHIEVE THE MUTUAL OBJECTIVES OF THE CORPORATION AND OCONEE MEDICAL CENTER; RATIFY OR MAKE MATERIAL CHANGES TO BUDGETS; AUTHORIZE CERTAIN TRANSACTIONS IN EXCESS OF 50,000; AND DIRECT CHANGES TO THE CORPORATION'S NAME, LEGAL STRUCTURE, MANAGEMENT AND BYLAWS.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990
FORM 990, PAGE 6, PART VI, LINE 11B
THE CORPORATION'S SECRETARY/TREASURER REVIEWED THE PREPARATION OF THE FORM 990 AND SUPPORTING DOCUMENTATION. THE FINAL FORM 990 AND ALL SCHEDULES AND DISCLOSURES WERE FORWARDED BY ELECTRONIC MAIL TO ALL MEMBERS OF THE CORPORATION'S BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENT PRIOR TO FILING.
ENFORCEMENT OF CONFLICTS POLICY
FORM 990, PAGE 6, PART VI, LINE 12C
THE CONFLICT OF INTEREST POLICY APPLIES TO ANY DIRECTOR, OFFICER OR MEMBER OF SENIOR MANAGEMENT OF THE CORPORATION AND REQUIRES DISCLOSURE OF ANY DIRECTOR OR INDIRECT FINANCIAL INTEREST (DEFINED BROADLY IN THE POLICY) IN A TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OR DISCOVERY OF A POTENTIAL CONFLICT, THE BOARD MAKES A DETERMINATION OF WHETHER A CONFLICT EXISTS WITHOUT PARTICIPATION OF THE INTERESTED PARTY. THE INTERESTED PERSON MAY MAKE A PRESENTATION TO THE BOARD OR COMMITTEE, BUT WOULD BE REQUIRED TO RECUSE HIMSELF/HERSELF FROM A DISCUSSION OF ANY VOTE ON THE TRANSACTION OR ARRANGEMENT.
COMPENSATION PROCESS FOR TOP OFFICIAL
FORM 990, PAGE 6, PART VI, LINE 15A
THE CEO/PRESIDENT OF THE ORGANIZATION IS COMPENSATED BY OMC, A RELATED ORGANIZATION. THE OMC BOARD OF DIRECTORS SETS AND ANNUALLY REVIEWS THE COMPENSATION OF THE CEO BASED UPON EDUCATION, TRAINING, EXPERIENCE AND ACHIEVEMENT OF ANNUAL JOB PERFORMANCE OBJECTIVES SET BY THE BOARD OF DIRECTORS. COMPENSATION IS DETERMINED BASED UPON OBJECTIVE COMPENSATION BENCHMARK DATA FOR EXECUTIVES OF LIKE ORGANIZATIONS OBTAINED BY THE CORPORATION FROM THE SOUTH CAROLINA HOSPITAL ASSOCIATION. THE BOARD OF DIRECTORS SETS AND ANNUALLY REVIEWS THE COMPENSATION OF THE EXECUTIVE DIRECTOR BASED UPON EDUCATION, TRAINING, EXPERIENCE AND ACHIEVEMENT OF ANNUAL JOB PERFORMANCE OBJECTIVES SET BY THE BOARD OF DIRECTORS. COMPENSATION IS DETERMINED BASED UPON OBJECTIVE COMPENSATION BENCHMARK DATA FOR ADMINISTRATORS OF LIKE ORGANIZATIONS OBTAINED BY THE CORPORATION FROM THE SOUTH CAROLINA HOSPITAL ASSOCIATION.
COMPENSATION PROCESS FOR OFFICERS
FORM 990, PAGE 6, PART VI, LINE 15B
THE CFO OF THE ORGANIZATION IS COMPENSATED BY OMC, A RELATED ORGANIZATION. THE OMC BOARD OF DIRECTORS SETS AND ANNUALLY REVIEWS THE COMPENSATION OF THE OTHER OFFICERS AND KEY EMPLOYEES BASED UPON EDUCATION, TRAINING, EXPERIENCE AND ACHIEVEMENT OF ANNUAL JOB PERFORMANCE OBJECTIVES SET BY THE BOARD OF DIRECTORS. COMPENSATION IS DETERMINED BASED UPON OBJECTIVE COMPENSATION BENCHMARK DATA FOR EXECUTIVES OR KEY EMPLOYEES OF LIKE ORGANIZATIONS OBTAINED BY THE CORPORATION FROM THE SOUTH CAROLINA HOSPITAL ASSOCIATION.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION
FORM 990, PAGE 6, PART VI, LINE 19
THE CORPORATION'S ARTICLES OF INCORPORATION ARE AVAILABLE FROM THE SOUTH CAROLINA SECRETARY OF STATE. OTHER GOVERNING DOCUMENTS INCLUDING THE BYLAWS AND OPERATING POLICIES SUCH AS THE CONFLICT OF INTEREST POLICY ARE, BY STATE LAW, NOT SUBJECT TO GENERAL PUBLIC DISCLOSURE. THIS FORM 990 CONSTITUTES THE CORPORATION'S PUBLIC DISCLOSURE OF ITS FINANCIAL STATEMENTS. OCONEE PHYSICIAN PRACTICES DOES NOT MAKE ITS CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC.
RELATED ORGANIZATIONS
FORM 990, PAGE 7, PART VII
AVERAGE WEEKLY HOURS DEVOTED TO RELATED ORGANIZATIONS JEANNE WARD 40 HOURS KEVIN HERBERT 40 HOURS GREG SCARBROUGH 40 HOURS ROBERT TOGGWEILER 2 HOURS THELMA MILLER 2 HOURS
OTHER CHANGES IN NET ASSETS EXPLANATION
FORM 990, PART XI, LINE 5
DECREASES IN NET ASSETS PRIOR YEAR DIFFERENCE (2,161)
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.