Form990
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 01-01-2013 , 2013, and ending 12-31-2013
BCheck if applicable:
CName of organization
THE ST ANTHONY HOSPITAL FOUNDATION INC
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
10101 Woodfield Ln
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
St Louis, MO63132
D Employer identification number

73-6104300
E Telephone number

G Gross receipts $ 3,033,912
F Name and address of principal officer:
SHERRY RICE RHODES
826 NW 11th St
Oklahoma City,OK73106
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.GIVETOSAINTS.COM
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet0928
K Form of organization:
 
L Year of formation: 1963
M State of legal domicile: OK
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: TO SUPPORT PATIENTS IN SSM HEALTH CARE OF OKLAHOMA HOSPITALS, HEALTHPLEXES AND CLINICS.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 29
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 29
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 0
6 Total number of volunteers (estimate if necessary) ............. 6 75
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 1,995,137 1,263,432
9 Program service revenue (Part VIII, line 2g) .........   0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 1,292,462 1,686,702
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)   0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 3,287,599 2,950,134
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 1,234,116 1,442,834
14 Benefits paid to or for members (Part IX, column (A), line 4).....   0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 472,159 493,945
16a Professional fundraising fees (Part IX, column (A), line 11e).....   0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet581,698    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 243,096 214,955
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,949,371 2,151,734
19 Revenue less expenses. Subtract line 18 from line 12....... 1,338,228 798,400
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 25,111,957 27,730,605
21 Total liabilities (Part X, line 26)............. 676,270 633,279
22 Net assets or fund balances. Subtract line 21 from line 20..... 24,435,687 27,097,326
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: THROUGH OUR EXCEPTIONAL HEALTH CARE SERVICES, WE REVEAL THE HEALING PRESENCE OF GOD.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 1,442,834 including grants of $ 1,442,834 ) (Revenue $   )
PLEASE SEE SCHEDULE O FOR A COMPLETE DESCRIPTION OF PROGRAM SERVICE ACCOMPLISHMENTS.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet1,442,834
Form 990 (2013)
Form 990 (2013)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part III............................
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III ....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions)....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II... Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I........
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part II....................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2...
35b
 
No
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
10
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
0
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
 
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2013)
Form 990 (2013)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
29
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
29
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
 
No
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
 
No
b
Other officers or key employees of the organization ................
15b
 
No
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
OK
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletLeah HodgesPO Box 205Oklahoma CityOK73101 (405) 272-7499
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) JERRY BENDORF........................................................................
Director & Chairperson
 1.00
.......................0 		X   X       0 0 0
(2) MICHAEL MILLIGAN........................................................................
Director & Vice Chair
 1.00
.......................0 		X   X       0 0 0
(3) VINCENT ORZA........................................................................
Dir, Treas, & Sec
 1.00
.......................0 		X   X       0 0 0
(4) AVIS SCARAMUCCI........................................................................
Director
 1.00
.......................0 		X           0 0 0
(5) BARB BROU........................................................................
Director
 1.00
.......................0 		X           0 0 0
(6) BECKY ROTEN........................................................................
Director
 1.00
.......................0 		X           0 0 0
(7) BEVERLY FUNKE........................................................................
Director
 1.00
.......................0 		X           0 0 0
(8) DAVID SCHNEIDER........................................................................
Director
 1.00
.......................0 		X           0 0 0
(9) DEBBIE LUCAS........................................................................
Director
 1.00
.......................0 		X           0 0 0
(10) DUKE LIGON........................................................................
Director
 1.00
.......................0 		X           0 0 0
(11) ERIC JOINER........................................................................
Director
 1.00
.......................0 		X           0 0 0
(12) JAMES PICKEL........................................................................
Director
 1.00
.......................0 		X           0 0 0
(13) JAMIE FARHA........................................................................
Director
 1.00
.......................0 		X           0 0 0
(14) JENEE LISTER........................................................................
Director
 1.00
.......................1.00 		X           0 0 0
(15) JOHN H KENNEDY JR........................................................................
Director
 1.00
.......................0 		X           0 0 0
(16) LAUREN HUMPHREY-PATERNOSTRO........................................................................
Director
 1.00
.......................0 		X           0 0 0
(17) LINDA STEWART........................................................................
Director
 1.00
.......................0 		X           0 0 0
Form 990 (2013)
Form 990 (2013)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) LISA VAUGHN........................................................................
Director
 1.00
.......................0 		X           0 0 0
(19) LORI TYLER........................................................................
Director
 1.00
.......................0 		X           0 0 0
(20) MELINDA COX........................................................................
Director
 1.00
.......................0 		X           0 0 0
(21) MYRLA PIERSON........................................................................
Director
 1.00
.......................0 		X           0 0 0
(22) NEIL MCCALEB........................................................................
Director
 1.00
.......................0 		X           0 0 0
(23) PAUL DUDMAN........................................................................
Director
 1.00
.......................0 		X           0 0 0
(24) SEAN TRAUSCHKE........................................................................
Director
 1.00
.......................0 		X           0 0 0
(25) SHEILA HEIM........................................................................
Director
 1.00
.......................0 		X           0 0 0
(26) SHERRY BEASLEY........................................................................
Director
 1.00
.......................0 		X           0 0 0
(27) STEPHANIE SINGER........................................................................
Director
 1.00
.......................0 		X           0 0 0
(28) SUSIE FULLER........................................................................
Director
 1.00
.......................0 		X           0 0 0
(29) JUNE PICKETT........................................................................
Assistant Secretary
 1.00
.......................40.00 		    X       0 256,054 -96,872
(30) SHASTA MANUEL........................................................................
Sytem VP, Finance - OK
 1.00
.......................40.00 		    X       0 351,209 48,179
(31) SHERYL RICE RHODES........................................................................
Vice President Development
 40.00
.......................1.00 		    X       0 205,423 15,216
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 0 812,686 -33,477
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet  
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet0
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c 556,010
d Related organizations...1d 38,450
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		668,972
g Noncash contributions included in lines
1a-1f:$ 		147,774
h Total. Add lines 1a-1f.......MediumBullet 1,263,432
Program Service RevenueAmt Business Code
2a     0      
b     0      
c     0      
d     0      
e     0      
f All other program service revenue . 0 0 0 0
g Total. Add lines 2a–2f........MediumBullet 0
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 537,584     537,584
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties...........MediumBullet 0      
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss) 0 0
d Net rental income or (loss).......MediumBullet 0      
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 1,149,118  
b Less: cost or other basis and sales expenses    
c Gain or (loss) 1,149,118 0
d Net gain or (loss)..........MediumBullet 1,149,118     1,149,118
8a Gross income from fundraising events (not including
$ 556,010
of contributions reported on line 1c). See Part IV, line 18 ..
a 83,778
b Less: direct expenses ...b 83,778
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0      
Miscellaneous Revenue Business Code
11a     0      
b     0      
c     0      
d All other revenue .... 0 0 0 0
e Total. Add lines 11a–11d ...... MediumBullet 0
12 Total revenue. See Instructions......MediumBullet 2,950,134 0 0 1,686,702
Form 990 (2013)
Form 990 (2013)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 1,313,769 1,313,769
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 129,065 129,065
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 218,446   21,845 196,601
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 246,237   24,623 221,614
7 Other salaries and wages 0      
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 0      
9 Other employee benefits ....... 0      
10 Payroll taxes ........... 29,262   3,219 26,043
11 Fees for services (non-employees):        
a Management ...... 24,000   24,000  
b Legal ......... 0      
c Accounting ........... -19,232   -19,232  
d Lobbying ........... 0      
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 58,049   58,049  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 17,684 0 0 17,684
12 Advertising and promotion .... 0      
13 Office expenses ....... 27,440     27,440
14 Information technology ...... 0      
15 Royalties .. 0      
16 Occupancy ........... 6,441   644 5,797
17 Travel ............ 3,858   3,858  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 6,179   6,179  
20 Interest ........... 0      
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 179   20 159
23 Insurance .............. 1,393   139 1,254
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a FUNDRAISING EXPENSES 60,266     60,266
b DONOR CULTIVATION 24,840     24,840
c MISCELLANEOUS EXPENSES 3,858   3,858  
d
e All other expenses 0 0 0 0
25 Total functional expenses. Add lines 1 through 24e 2,151,734 1,442,834 127,202 581,698
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720). 0      
Form 990 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 32,365 1 24,255
2 Savings and temporary cash investments .........   2  
3 Pledges and grants receivable, net ........... 1,019,624 3 808,546
4 Accounts receivable, net .............   4  
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6 0
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use .............. 600 8 17,793
9 Prepaid expenses and deferred charges ..........   9  
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 359,435
b Less: accumulated depreciation ..... 10b 232,930 126,684 10c 126,505
11 Investments—publicly traded securities ..........   11  
12 Investments—other securities. See Part IV, line 11 ..... 23,667,557 12 26,475,456
13 Investments—program-related. See Part IV, line 11 .....   13 0
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 265,127 15 278,050
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 25,111,957 16 27,730,605
Liabilities 17 Accounts payable and accrued expenses ......... 334,178 17 351,507
18 Grants payable .................   18  
19 Deferred revenue ................   19  
20 Tax-exempt bond liabilities .............   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22 0
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 342,092 25 281,772
26 Total liabilities. Add lines 17 through 25......... 676,270 26 633,279
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 12,850,464 27 14,403,741
28 Temporarily restricted net assets ........... 11,509,650 28 12,618,012
29 Permanently restricted net assets ........... 75,573 29 75,573
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 24,435,687 33 27,097,326
34 Total liabilities and net assets/fund balances ........ 25,111,957 34 27,730,605
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
2,950,134
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
2,151,734
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
798,400
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
24,435,687
5
Net unrealized gains (losses) on investments ...............
5
1,846,982
6
Donated services and use of facilities .................
6
25,000
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-8,743
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
27,097,326
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2013)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID: 13000248
Software Version: 2013v3.1
SCHEDULE A
(Form 990 or 990EZ)

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.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
THE ST ANTHONY HOSPITAL FOUNDATION INC
 
Employer identification number

73-6104300
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
f
g
(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 supported organization? ................
11g(i)
 
 
(ii) A family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
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 monetary support
Yes No Yes No Yes No
Total  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 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) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 795,181 1,312,533 1,194,800 1,974,887 1,263,432 6,540,833
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......           0
3 The value of services or facilities furnished by a governmental unit to the organization without charge..           0
4 Total. Add lines 1 through 3 795,181 1,312,533 1,194,800 1,974,887 1,263,432 6,540,833
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).. 715,553
6 Public support. Subtract line 5 from line 4. 5,825,280
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
7 Amounts from line 4.. 795,181 1,312,533 1,194,800 1,974,887 1,263,432 6,540,833
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 792,035 744,035 663,512 656,142 537,584 3,393,308
9 Net income from unrelated business activities, whether or not the business is regularly carried on..           0
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..           0
11 Total support (Add lines 7 through 10). 9,934,141
12
12
673,975
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.................................................right arrow
Section C. Computation of Public Support Percentage
14
14
58.640 %
15
15
55.620 %
16a
b
17a
b
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 ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 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) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (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) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (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
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and 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) 2013

Additional Data


Software ID: 13000248
Software Version: 2013v3.1
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Name of the organization
THE ST ANTHONY HOSPITAL FOUNDATION INC
 
Employer identification number

73-6104300
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 2
Name of organization
THE ST ANTHONY HOSPITAL FOUNDATION INC
  		Employer identification number

73-6104300
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

   
RESTRICTED
RESTRICTED
RESTRICTED, RESTRICTEDRESTRICTED

$RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 3
Name of organization
THE ST ANTHONY HOSPITAL FOUNDATION INC
  		Employer identification number

73-6104300
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 4
Name of organization
THE ST ANTHONY HOSPITAL FOUNDATION INC
  		Employer identification number

73-6104300
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Additional Data


Software ID: 13000248
Software Version: 2013v3.1
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
THE ST ANTHONY HOSPITAL FOUNDATION INC
 
Employer identification number

73-6104300
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 75,573 75,573 75,573 75,573 75,573
b Contributions ........          
c Net investment earnings, gains, and losses 2 3,331 7,000 14,500 13,499
d Grants or scholarships ..... 2 3,331 7,000 14,500  
e Other expenditures for facilities
and programs ........ 		        13,168
f Administrative expenses ....         331
g End of year balance ...... 75,573 75,573 75,573 75,573 75,573
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet100.000 %
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
Yes
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   124,100 124,100
b Buildings ................       0
c Leasehold improvements ............   63,515 63,515 0
d Equipment ................   171,820 169,415 2,405
e Other .................       0
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 126,505
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives 0  
(2)Closely-held equity interests 0  
(3)Other
(A) SSM COMPREHENSIVE INVESTMENT PROGRAM 		26,475,456 F








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 26,475,456
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes 0
GIFT ANNUITY LIABILITY 281,772








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 281,772
2. Liability for uncertain tax positions In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 4,813,373
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 1,846,982
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 16,257
e Add lines 2a through 2d ..................... 2e 1,863,239
3 Subtract line 2e from line 1..................... 3 2,950,134
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b 0
c Add lines 4a and 4b....................... 4c 0
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 2,950,134
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 2,151,734
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d 0
e Add lines 2a through 2d...................... 2e 0
3 Subtract line 2e from line 1..................... 3 2,151,734
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b 0
c Add lines 4a and 4b....................... 4c 0
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 2,151,734
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Schedule D, Part V, Line 4, Intended uses of endowment funds THE FOUNDATION'S PERMANENT ENDOWMENT FUNDS ARE HELD FOR THE PURPOSE OF PROVIDING SCHOLARSHIPS TO NURSING STUDENTS.
Schedule D, Part X, Line 2, FIN 48 (ASC 740) footnote ST ANTHONY HOSPITAL FOUNDATION'S FINANCIAL INFORMATION IS INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF A RELATED ORGANIZATION, SSM HEALTH CARE (SSMHC). SSMHC EVALUATES ITS UNCERTAIN TAX POSITIONS ON AN ANNUAL BASIS. A TAX BENEFIT FROM AN UNCERTAIN TAX POSITION MAY BE RECOGNIZED WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTIONS OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS. THERE HAVE BEEN NO UNCERTAIN TAX POSITIONS RECORDED IN 2013 OR 2012.
Schedule D, Part XI, Line 2d, Other revenues in audited financial statements not in form 990 ACTUARIAL GAIN ON GIFT ANNUITIES - 11507; LOSS ON UNCOLLECTIBLE PLEDGES - -20250; DONATED SERVICES - 25000;
Schedule D (Form 990) 2013

Additional Data


Software ID: 13000248
Software Version: 2013v3.1




SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ. right arrowSee separate instructions.
right arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
THE ST ANTHONY HOSPITAL FOUNDATION INC
 
Employer identification number

73-6104300
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
             
             
             
             
             
             
             
             
             
             
Total .................right arrow      
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2013
Schedule G (Form 990 or 990-EZ) 2013
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
(a) Event #1

SAINTS BALL
(event type) 		(b) Event #2

 
(event type) 		(c) Other events

 
(total number) 		(d) Total events
(add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 639,788     639,788
2 Less: Contributions . . 556,010     556,010
3 Gross income (line 1
minus line 2) . . . 		83,778 0 0 83,778
VerticalDirectExpenses 4 Cash prizes . . .       0
5 Noncash prizes . . 2,082     2,082
6 Rent/facility costs . . 4,850     4,850
7 Food and beverages . 50,298     50,298
8 Entertainment . . . 3,350     3,350
9 Other direct expenses . 23,198     23,198
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 83,778
11 Net income summary. Subtract line 10 from line 3, column (d)........... right arrow 0
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
%
%
%
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Subtract line 7 from line 1, column (d) ......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2013
Schedule G (Form 990 or 990-EZ) 2013
Page 3
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ..........................
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
%
b
An outside facility ........................
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2013
Additional Data


Software ID: 13000248
Software Version: 2013v3.1
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
THE ST ANTHONY HOSPITAL FOUNDATION INC
 
Employer identification number
73-6104300
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) SSM HEALTH CARE OF OKLAHOMA INC
10101 WOODFIELD LANE
ST LOUIS,MO63132 		73-0657693 501(C)(3) 1,312,769       HOSPITAL OPERATIONS AND CAPITAL IMPROVEMENTS






















2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
1
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2013

Schedule I (Form 990) 2013
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance
(1) FREE PRESCRIPTION MEDICATIONS TO THE NEEDY 1003 111,193      
(2) SCHOLARSHIPS 12 17,872      










Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
Schedule I, Part I, Line 2, Procedures for monitoring use of grant funds THE FOUNDATION'S GRANTS TO ORGANIZATIONS WERE PRIMARILY MADE TO A RELATED ORGANIZATION THAT IS TAX EXEMPT UNDER SECTION 501(C)(3). THIS ORGANIZATION HAS DEVELOPED INTERNAL CONTROL PROCEDURES FOR THE USE OF GRANT FUNDS. APPROVED GRANT APPLICATIONS FOR GRANTS TO INDIVIDUALS ARE FORWARDED TO THE FOUNDATION AND THE FOUNDATION PAYS THE REQUESTED EXPENDITURE. TO MONITOR THE USE OF ALL GRANTS, THE FOUNDATION PRESIDENT REVIEWS ALL REQUESTS FOR GRANTS FROM ALL DESIGNATED FUNDS INCLUDING THE TREE OF LIFE FUND AND THE SISTER'S FUND TO ENSURE REQUESTS MEET THE CRITERIA ESTABLISHED FOR THESE FUNDS. PAYMENTS FROM THE SISTER'S FUND FOR PHARMACEUTICALS ARE MADE DIRECTLY TO THE PHARMACY AFTER THE PHARMACEUTICALS HAVE BEEN PROVIDED AND NOT TO THE INDIVIDUAL RECEIVING ASSISTANCE.
Schedule I (Form 990) 2013


Additional Data


Software ID: 13000248
Software Version: 2013v3.1


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
THE ST ANTHONY HOSPITAL FOUNDATION INC
 
Employer identification number

73-6104300
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)JUNE PICKETTASSISTANT SECRETARY (i)
(ii)		 0
226,100 		0
0 		0
29,954 		0
-119,886 		0
23,014 		0
159,182 		0
8,680
(2)SHERYL RICE RHODESVICE PRESIDENT DEVELOPMENT (i)
(ii)		 0
169,258 		0
0 		0
36,165 		0
7,841 		0
7,375 		0
220,639 		0
6,600
(3)SHASTA MANUELSYTEM VP, FINANCE - OK (i)
(ii)		 0
327,491 		0
0 		0
23,718 		0
20,189 		0
27,990 		0
399,388 		0
11,440
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
Schedule J, Part I, Line 3, Arrangement used to establish the top management official's compensation THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL, PRESIDENT, IS COMPENSATED BY A RELATED ORGANIZATION THAT UTILIZED THE FOLLOWING TO DETERMINE COMPENSATION, (1) INDEPENDENT COMPENSATION CONSULTANT; (2) COMPENSATION SURVEY OR STUDY; (3) APPROVAL BY THE SSM HEALTH CARE PRESIDENT.
SCHEDULE J, PART I, LINE 4A, SEVERANCE PLAN SSMHC HAS ADOPTED A SEVERANCE POLICY TO PROVIDE A FINANCIAL TRANSITION IN THE EVENT OF INVOLUNTARY TERMINATION WITHOUT CAUSE FOR EXECUTIVE LEVEL POSITIONS. THE AMOUNT OF THE COMPENSATION IS BASED ON THE POSITION HELD AND LENGTH OF SERVICE WITH SSMHC.
Schedule J, Part I, Line 4b, Supplemental nonqualified retirement plan PENSION RESTORATION PLAN: SSM HEALTH CARE ("SSMHC") PROVIDES THIS SUPPLEMENTAL DEFINED BENEFIT NONQUALIFIED RETIREMENT PLAN TO ANY EMPLOYEE WHO IS A PARTICIPANT IN THE SSMHC QUALIFIED DEFINED BENEFIT PLAN WHO EARNS OVER THE INTERNAL REVENUE SERVICE COMPENSATION LIMIT. THE PLAN "RESTORES" THE BENEFITS TO THESE EMPLOYEES THAT WOULD HAVE BEEN PROVIDED UNDER SSMHC'S QUALIFIED PLAN IF THE REGULATIONS DID NOT IMPOSE COMPENSATION LIMITS. AN INDIVIDUAL CAN TAKE A DISTRIBUTION FROM THE PLAN AT (1) AGE 65 OR OLDER IF THE INDIVIDUAL IS STILL EMPLOYED BY SSMHC OR (2) AGE 55 OR OLDER IF THE INDIVIDUAL IS NO LONGER EMPLOYED BY SSMHC. NO REPORTABLE INDIVIDUALS LISTED ON PART VII OF FORM 990 RECEIVED DISTRIBUTIONS FROM THE PLAN IN 2013. CAPITAL ACCUMULATION PLAN: SSMHC PROVIDES THIS SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN TO EXECUTIVE LEVEL EMPLOYEES. THE ORGANIZATION CONTRIBUTED A PERCENTAGE OF THE EMPLOYEE'S BASE SALARY INTO THEIR CHOICE OF A SELECT LIST OF INVESTMENTS. THE DEPOSITS AND EARNINGS OF THE PLAN ARE OWNED BY SSMHC AND ARE TAX-DEFERRED UNTIL A DISTRIBUTION IS MADE TO THE EMPLOYEE. IN ADDITION, THE PLAN HAS SPECIAL SAFEGUARDS IN PLACE TO PROTECT THE FUNDS FROM CONTINGENCIES, OTHER THAN INSOLVENCY. FOR CONTRIBUTIONS MADE TO THE PLAN IN 2008 OR AFTER, THE DISTRIBUTION WILL OCCUR AFTER THE COMPLETION OF TWO PLAN YEARS FOR ALL EXECUTIVES THAT ARE STILL ACTIVELY EMPLOYED ON THE DISTRIBUTION DATE. ANY ACTIVE PARTICIPANT 65 YEARS OR OLDER WILL RECEIVE THE CONTRIBUTION IN THE CURRENT YEAR. THE FOLLOWING INDIVIDUALS LISTED ON PART VII OF THE FORM 990 RECEIVED DISTRIBUTIONS FROM THIS PLAN IN 2013. ALL DISTRIBUTIONS RECEIVED FROM THE PLAN IN THE CURRENT YEAR WERE INCLUDED IN THE INDIVIDUAL'S TAXABLE COMPENSATION. JUNE PICKETT $19,086 SHASTA MANUEL $11,451 SHERYL RHODES $6,607
Schedule J (Form 990) 2013

Additional Data


Software ID: 13000248
Software Version: 2013v3.1
SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageInformation about Schedule M (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
THE ST ANTHONY HOSPITAL FOUNDATION INC
 
Employer identification number

73-6104300
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art .... X 16 8,865 MARKET VALUE
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		X 1,995 MARKET VALUE
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 2 17,500 MARKET VALUE
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( BEVERAGES ) X 6 8,657 MARKET VALUE
26 Other Right pointing arrow large image ( ENTERTAINMENT EVENTS ) X 32 52,637 MARKET VALUE
27 Other Right pointing arrow large image ( GIFT CARD ) X 18 8,925 MARKET VALUE
28 Other Right pointing arrow large image ( HOUSEHOLD DECORATIONS ) X 51 23,758 MARKET VALUE
Other Right pointing arrow large image ( JEWELRY ) X 8 10,236 MARKET VALUE
Other Right pointing arrow large image ( AUTOGRAPHED BASEBALLS ) X 3 975 MARKET VALUE
Other Right pointing arrow large image ( AQUARIUM SUPPLIES ) X 1 11,162 MARKET VALUE
Other Right pointing arrow large image ( MISCELLANEOUS AUCTION ITEMS ) X 3 3,064 MARKET VALUE
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
0
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that
it must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
Yes
 
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2013)
Schedule M (Form 990) (2013)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b,
32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Schedule M, Part I, Explanations of reporting method for number of contributions OTHER: THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS
Schedule M, Part I, Line 32b, Third parties used to solicit, process, or sell noncash contributions STOCK DONATIONS ARE SOLD BY A BANK/INVESTMENT COMPANY USED BY THE SSM COMPREHENSIVE INVESTMENT PROGRAM.
Schedule M, part I, column (b), Line other, Number of contributions or items contributed. OTHER=BEVERAGES : THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS
Schedule M, part I, column (b), Line other, Number of contributions or items contributed. OTHER=ENTERTAINMENT EVENTS :
Schedule M, part I, column (b), Line other, Number of contributions or items contributed. OTHER=GIFT CARD :
Schedule M (Form 990) (2013)
Additional Data


Software ID: 13000248
Software Version: 2013v3.1
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.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
THE ST ANTHONY HOSPITAL FOUNDATION INC
 
Employer identification number

73-6104300
Return Reference Explanation
FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS FOUNDED IN 1898 BY TWO CATHOLIC SISTERS OF ST. ANTHONY FRANCIS, ST. ANTHONY HOSPITAL IS A FAITH-BASED, FULL-CARE 601-BED REGIONAL REFERRAL MEDICAL CENTER LOCATED IN OKLAHOMA CITY. THE FIRST HOSPITAL IN OKLAHOMA TERRITORY, ST. ANTHONY REMAINS TRUE TODAY TO ITS FOUNDERS' MISSION OF PROVIDING COMPASSIONATE, EXCEPTIONAL HEALTHCARE TO OKLAHOMANS, INCLUDING THE POOR, VULNERABLE AND OFTEN-FORGOTTEN. ST. ANTHONY IS STRENGTHENING HEALTHCARE IN RURAL OKLAHOMA THROUGH ITS SAINTS 1ST PARTNERSHIPS WITH 19 HOSPITALS LOCATED IN WESTERN OKLAHOMA AND THROUGH ITS TELEMEDICINE PROGRAMS. ST. ANTHONY HOSPITAL IS PART OF SSM HEALTH CARE OF OKLAHOMA COMPRISED OF ST. ANTHONY HOSPITAL, BONE AND JOINT HOSPITAL AT ST. ANTHONY, ST. ANTHONY SHAWNEE HOSPITAL, ST. ANTHONY NORTH, ST. ANTHONY SOUTH, ST. ANTHONY EAST HEALTHPLEX AND ST. ANTHONY SOUTH HEALTHPLEX, NUMEROUS CLINICS AND PARTNERSHIPS WITH 19 SAINTS 1ST HOSPITALS LOCATED IN RURAL OKLAHOMA. ST ANTHONY IS PART OF THE INTEGRATED HEALTH CARE SYSTEM SPONSORED BY SSM HEALTH CARE (SSMHC). AS OF NOVEMBER 15, 2013, WITH VATICAN APPROVAL, THE FRANCISCAN SISTERS OF MARY TRANSITIONED SPONSORSHIP OF SSMHC TO SSM HEALTH MINISTRIES. SSM HEALTH MINISTRIES IS AN INDEPENDENT 6-MEMBER BODY COMPRISED OF THREE FRANCISCAN SISTERS OF MARY AND THREE LAY PEOPLE WHO COLLECTIVELY HOLD CERTAIN RESERVED POWERS OVER SSMHC. HEADQUARTERED IN ST LOUIS, MISSOURI, SSMHC OPERATES 18 ACUTE CARE HOSPITALS, ONE CHILDREN'S HOSPITAL, TWO LONG-TERM CARE FACILITIES, AN EXTENSIVE NETWORK OF PHYSICIAN PRACTICE OPERATIONS, AND OTHER HEALTH CARE BUSINESSES LOCATED PRIMARILY IN MISSOURI, OKLAHOMA, WISCONSIN, AND ILLINOIS. THE HEALTH SYSTEM EMPLOYS APPROXIMATELY 30,000 PEOPLE AND IS AFFILIATED WITH MORE THAN 8,000 PHYSICIANS. IN THE TRADITION OF ITS FOUNDING SISTERS, SSMHC STRIVES TO FULFILL ITS MISSION BY PROVIDING EXCEPTIONAL HEALTH CARE TO EVERYONE WHO COMES TO ITS HOSPITALS, REGARDLESS OF THEIR ABILITY TO PAY. ST. ANTHONY FOUNDATION, ESTABLISHED IN 1963, IS A SEPARATE 501 (C) (3) NONPROFIT ORGANIZATION, DIRECTED BY DEDICATED VOLUNTEER BOARD OF DIRECTORS. IT CONTINUES THE MISSION OF THE SISTERS BY SEEKING PHILANTHROPIC DONATIONS FROM GRATEFUL PATIENTS AND THEIR FAMILIES, PHYSICIANS, SAINTS EMPLOYEES, BUSINESSES, CORPORATIONS, PRIVATE FOUNDATIONS, COMMUNITY ORGANIZATIONS AND COMMUNITY MEMBERS TO BENEFIT PATIENT CARE AT SSM OF OKLAHOMA ENTITIES. AS A NONPROFIT, FAITH-BASED HOSPITAL, DONATIONS HELP GIVE PATIENTS THE VERY BEST CARE BY FUNDING NEW EQUIPMENT AND TECHNOLOGY, IMPROVING PATIENT CARE AREAS, TRAINING OUR HEALTH CARE PROFESSIONALS AND ENSURING ALL OF OUR PATIENTS RECEIVE EXCEPTIONAL COMPASSIONATE HEALTH CARE. OUR GIVING PRIORITIES ARE ALIGNED WITH THE STRATEGIC GOALS OF ST. ANTHONY HOSPITAL, ENSURING THAT MONIES DONATED TO ST. ANTHONY FOUNDATION ARE USED TO SUPPORT CRITICAL MEDICAL SERVICES. OUR CURRENT GIVING PRIORITIES ARE: AREA OF GREATEST NEED - FUNDS PROVIDE ST. ANTHONY THE FLEXIBILITY TO SUPPORT PROGRAMS AND SERVICES MOST NEEDED. CAMPUS DEVELOPMENT - DONATIONS HELP FUND NEW CONSTRUCTION AND IMPROVEMENTS FOR PATIENT CARE INCLUDING THE NEW SAINTS PAVILION THAT WILL HOUSE AN EMERGENCY DEPARTMENT, ADDITIONAL TRAUMA ROOMS, CRITICAL CARE UNITS AND PATIENT ROOMS TO CARE FOR OUR GROWING NUMBER OF CRITICALLY ILL PATIENTS. CANCER CARE: DONATIONS ENABLE ST. ANTHONY TO CONTINUE ITS LEADERSHIP IN CANCER CARE THROUGH THE FRANK C. LOVE CANCER INSTITUTE. THE TREE OF LIFE FUND PROVIDES COMFORTS, MEDICATIONS AND OTHER ASSISTANCE TO CANCER PATIENTS. EQUIPMENT AND TECHNOLOGY: FUNDS HELP PURCHASE CRITICALLY NEEDED EQUIPMENT AND NEW TECHNOLOGY TO CONTINUE TO PROVIDE THE HIGHEST QUALITY CARE AND ENHANCE CLINICAL OUTCOMES FOR OUR PATIENTS. CARDIAC CARE: DONATIONS ENABLE ST. ANTHONY'S HEART AND VASCULAR INSTITUTE TO CONTINUE ITS LEADERSHIP IN CARDIAC AND VASCULAR CARE, INCLUDING THE ACQUISITION OF ADVANCED TECHNOLOGY AND PATIENT SERVICES. ORTHOPEDICS: CONTRIBUTIONS ENABLE BONE AND JOINT HOSPITAL AT ST. ANTHONY TO CONTINUE ITS LEADERSHIP IN THE DIAGNOSIS AND TREATMENT OF ALL TYPES OF ARTHRITIC, ORTHOPEDIC AND SPINAL BONE CONDITIONS, INCLUDING STATE-OF-THE-ART IMAGING SERVICES AND MINIMALLY INVASIVE KNEE AND HIP REPLACEMENT SURGERY. DONATIONS SUPPORT CAMPUS AND HOSPITAL IMPROVEMENTS, ADD NEW TECHNOLOGY AND EQUIPMENT, SUPPORT PATIENT CARE AREAS, PROVIDE CONTINUING EDUCATION OPPORTUNITIES TO MEDICAL STAFF AND PROVIDE PATIENT ASSISTANCE SUCH AS THE SISTERS FUND THAT PROVIDES PRESCRIPTION MEDICATIONS TO THE NEEDY. RECENT ACCOMPLISHMENTS MADE POSSIBLE WITH DONATIONS TO THE FOUNDATION INCLUDE BUT ARE NOT LIMITED TO: * HELPING PURCHASE SURGICAL EQUIPMENT, NEW WHEELCHAIRS AND OTHER EQUIPMENT TO BENEFIT PATIENT CARE. * BUYING FURNITURE AND FURNISHINGS FOR OUR BEHAVIORAL MEDICINE CENTER TO PROVIDE A MORE WELCOMING AND HEALING ENVIRONMENT FOR OUR CHILDREN & ADOLESCENT PATIENTS. * PROVIDING EQUIPMENT FOR JOYFUL BEGINNINGS TO CARE FOR MEDICALLY FRAGILE BABIES. * TRAINING AND CONTINUING EDUCATION FOR MEDICAL RESIDENTS, PHYSICIANS AND NURSES TO HELP OUR MEDICAL STAFF MEET EXTRAORDINARY MEDICAL CHALLENGES WITH EASE. * EXPANDING, AND IMPROVING HOSPITAL CAMPUS AND FACILITIES TO CREATE PREMIER HEALTH FACILITIES THAT ENHANCE HEALING AND PROMOTE WELL-BEING FOR PATIENTS, STAFF AND VISITORS. * PROVIDING MORE THAN $111,000 IN PRESCRIPTION MEDICATIONS TO NEEDY PATIENTS. * SUPPORTING ORTHOPEDIC RESEARCH THROUGH THE BONE & JOINT HOSPITAL FUND. * PROVIDING MORE THAN $100,000 IN EMPLOYEE EMERGENCY FUNDS TO SSM HEALTH CARE OF OKLAHOMA FOR THE BENEFIT OF EMPLOYEES AFFECTED BY OKLAHOMA TORNADOS AND OTHER DISASTERS. * ASSISTING OUT-OF-TOWN PATIENT FAMILIES WITH HOUSING WHILE THEIR LOVED ONES WERE IN THE HOSPITAL THROUGH THE GUEST SERVICES FUND, CREATED IN MEMORY OF SISTER CLARA HEITMAN. LIMITED FUNDS ARE PROVIDED TO OTHER NONPROFIT COMMUNITY ORGANIZATIONS THROUGH EVENT SPONSORSHIPS. EACH FUNDING REQUEST IS REVIEWED TO DETERMINE BENEFIT TO THE COMMUNITY, CONNECTION TO HOSPITAL GOALS OR LEADERSHIP. CONTRIBUTIONS IN 2013 TO COMMUNITY NONPROFIT ORGANIZATIONS INCLUDED: $500 FOR SPONSORSHIP TO THE FOUNDATION FOR OKLAHOMA CITY PUBLIC SCHOOLS AND TO THE GIRL SCOUTS.
Form 990, Part VI, Sec A, Line 6, Classes of members or stockholders THE SOLE CORPORATE MEMBER OF THE FOUNDATION IS SSM HEALTH CARE OF OKLAHOMA. SSM HEALTH CARE OF OKLAHOMA IS A NONPROFIT 501(C)(3) ORGANIZATION. BOTH THE FOUNDATION AND SSM HEALTH CARE OF OKLAHOMA ARE PART OF THE INTEGRATED HEALTH CARE SYSTEM KNOWN AS SSM HEALTH CARE, WHICH OPERATES IN FOUR STATES AND OWNS, MANAGES AND IS AFFILIATED WITH 18 HOSPITALS AND 2 NURSING HOMES.
Form 990, Part VI, Sec A, Line 7a, Members or stockholders electing members of governing body THE MEMBER HAS THE POWER TO APPOINT SUCCESSOR, ADDITIONAL OR REPLACEMENT MEMBERS, PROVIDED THAT ANY SUCCESSOR, ADDITIONAL OR REPLACEMENT MEMBER SHALL BE A TAX-EXEMPT ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, AND ELECT AND REMOVE DIRECTORS WITH OR WITHOUT CAUSE.
Form 990, Part VI, Sec A, Line 7b, Decisions requiring approval by members or stockholders THE MEMBER RESERVES THE POWER TO ESTABLISH CENTRALIZED EMPLOYEE BENEFIT, INSURANCE, CORPORATE RESPONSIBILITY, PERFORMANCE ASSESSMENT AND IMPROVEMENT AND OTHER OPERATIONAL AND SUPPORT PROGRAMS; TO REQUIRE THE PARTICIPATION OF THE FOUNDATION IN SUCH PROGRAMS; AND TO AUTHORIZE THE OPENING AND CLOSING OF BANK ACCOUNTS AND INVESTMENT ACCOUNTS IN THE NAME OF THE FOUNDATION IN CONNECTION WITH SUCH PROGRAMS.
Form 990, Part VI, Sec B, Line 11b, Review of form 990 by governing body ACCOUNTING/FINANCE PERSONNEL AT EACH SSMHC (SSM HEALTH CARE SYSTEM) ENTITY, IN CONJUNCTION WITH CORPORATE FINANCE PERSONNEL, PREPARE A CHECKLIST CONTAINING INFORMATION AND SUPPORTING SCHEDULES THAT ARE USED TO PREPARE THE FORM 990. THIS INFORMATION IS THEN REVIEWED BY A SUPERVISOR/MANAGER AND SENT TO THE CORPORATE OFFICE FOR FINAL REVIEW AND COORDINATION OF THE SYSTEM LEVEL FORM 990 INFORMATION. SSMHC PERSONNEL PREPARE THE FORM 990 AND SUBMIT THE COMPLETED FORM 990 TO AN OUTSIDE TAX CONSULTING FIRM WHO REVIEWS THE FORM 990 AND SIGNS AS PAID PREPARER. THE FOUNDATION EXECUTIVE DIRECTOR MAKES THE FORM 990 AVAILABLE TO THE BOARD OF DIRECTORS AT THE NEXT REGULARLY SCHEDULED BOARD MEETING.
Form 990, Part VI, Sec B, Line 12c, Conflict of interest policy BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY. THE PRESIDENT AND SECRETARY TO THE BOARD OVERSEE COMPLIANCE WITH THIS REQUIREMENT. ALL BOARD MEMBERS WITH AN IDENTIFIED CONFLICT OF INTEREST ABSTAIN FROM BOARD DISCUSSIONS AND VOTES WHEN APPLICABLE. EMPLOYEES WITH PURCHASING AUTHORITY AND/OR ABILITY TO INFLUENCE PURCHASING DECISIONS ARE ASSIGNED THE CONFLICT OF INTEREST DISCLOSURE COURSE (COI) WHICH MUST BE COMPLETED ON LINE. PERIODICALLY THROUGH THE YEAR, THE ENTITY'S CORPORATE RESPONSIBILITY CONTACT PERSON (WITH THE HELP OF THE ENTITY'S LEARNING MANAGEMENT SYSTEM COORDINATOR) SENDS DEPARTMENT MANAGERS A LIST OF EMPLOYEES WHO HAVE NOT YET COMPLETED THEIR COI SO THEY CAN REMIND THE EMPLOYEES AND ENSURE THE EMPLOYEES HAVE TIME IN THEIR SCHEDULE TO COMPLETE THE REQUIRED COURSE. RESOLUTION OF ANY CONFLICTS THAT ARE DISCLOSED MUST BE DOCUMENTED AND KEPT ON FILE AT THE ENTITY. SUPERVISORS VERIFY REQUIRED COURSE COMPLETION PRIOR TO YEAR END.
Form 990, Part VI, Sec C, Line 19, Required documents available to the public THE YEAR-END AUDITED CONSOLIDATED FINANCIAL STATEMENTS AND UNAUDITED QUARTERLY CONSOLIDATED FINANCIAL STATEMENTS FOR THE SSM HEALTH CARE SYSTEM ARE MADE AVAILABLE TO THE PUBLIC ON SSM HEALTH CARE'S WEBSITE. THE ORGANIZATION'S ARTICLES OF INCORPORATION ARE AVAILABLE ON THE OKLAHOMA SECRETARY OF STATE'S WEBSITE. COPIES OF THE FORM 990 AND THE ORGANIZATION'S CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST.
Form 990 , Part XI, Line 9, Other changes in net assets or fund balances ACTUARIAL GAIN ON GIFT ANNUITY LIABILITY - 11507; LOSS ON UNCOLLECTIBLE PLEDGES - -20250;
Schedule M, part I, column (b), Line other, Number of contributions or items contributed. OTHER=HOUSEHOLD DECORATIONS :
Schedule M, part I, column (b), Line other, Number of contributions or items contributed. OTHER=JEWELRY :
Schedule M, part I, column (b), Line other, Number of contributions or items contributed. OTHER=AUTOGRAPHED BASEBALLS :
Schedule M, part I, column (b), Line other, Number of contributions or items contributed. OTHER=AQUARIUM SUPPLIES :
Schedule M, part I, column (b), Line other, Number of contributions or items contributed. OTHER=MISCELLANEOUS AUCTION ITEMS :
Schedule M, part I, column (b), Line other, Number of contributions or items contributed. OTHER=BEVERAGES : THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS
Schedule M, part I, column (b), Line other, Number of contributions or items contributed. OTHER=ENTERTAINMENT EVENTS :
Schedule M, part I, column (b), Line other, Number of contributions or items contributed. OTHER=GIFT CARD :
Schedule M, part I, column (b), Line other, Number of contributions or items contributed. OTHER=HOUSEHOLD DECORATIONS :
Schedule M, part I, column (b), Line other, Number of contributions or items contributed. OTHER=JEWELRY :
Schedule M, part I, column (b), Line other, Number of contributions or items contributed. OTHER=AUTOGRAPHED BASEBALLS :
Schedule M, part I, column (b), Line other, Number of contributions or items contributed. OTHER=AQUARIUM SUPPLIES :
Schedule M, part I, column (b), Line other, Number of contributions or items contributed. OTHER=MISCELLANEOUS AUCTION ITEMS :
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

Additional Data


Software ID: 13000248
Software Version: 2013v3.1
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.
MediumBullet Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
THE ST ANTHONY HOSPITAL FOUNDATION INC
 
Employer identification number

73-6104300
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1) SSM HEALTH CARE CORPORATION

10101 WOODFIELD LANE

ST LOUIS,MO63132
46-6029223 		HEALTH CARE MO 501(C)(3) 11 - Type I FRANCISCAN SISTERS OF MARY
 
 
No
(2) SSMHC LIABILITY TRUST I

10101 WOODFIELD LANE

ST LOUIS,MO63132
43-6331003 		INSURANCE MO 501(C)(3) 11 - Type I SSM HEALTH CARE CORPORATION
 
 
No
(3) SSM CONSOLIDATED HEALTH SERVICES

10101 WOODFIELD LANE

ST LOUIS,MO63132
43-1473657 		HEALTH CARE MO 501(C)(3) 11 - Type I SSM HEALTH CARE CORPORATION
 
 
No
(4) SSM POLICY INSTITUTE

10101 WOODFIELD LANE

ST LOUIS,MO63132
43-1788151 		HEALTH CARE MO 501(C)(4) N/A SSM HEALTH CARE CORPORATION
 
 
No
(5) SSM PORTFOLIO MANAGEMENT CO

10101 WOODFIELD LANE

ST LOUIS,MO63132
43-1825256 		MANAGEMENT MO 501(C)(3) 11 - Type I SSM HEALTH CARE CORPORATION
 
 
No
(6) SSM CARDINAL GLENNON CHILDREN'S HOSPITAL

10101 WOODFIELD LANE

ST LOUIS,MO63132
43-0738490 		HEALTH CARE MO 501(C)(3) 3 SSM HEALTH CARE ST LOUIS
 
 
No
(7) CARDINAL GLENNON CHILDREN'S FOUNDATION

10101 WOODFIELD LANE

ST LOUIS,MO63132
43-1754347 		FUNDRAISING MO 501(C)(3) 7 SSM CARDINAL GLENNON HOSPITAL
 
 
No
(8) SSM DEPAUL HEALTH CENTER FOUNDATION

10101 WOODFIELD LANE

ST LOUIS,MO63132
43-1776109 		FUNDRAISING MO 501(C)(3) 7 SSM HEALTH CARE ST LOUIS
 
 
No
(9) SSM ST JOSEPH FOUNDATION

10101 WOODFIELD LANE

ST LOUIS,MO63132
43-1591556 		FUNDRAISING MO 501(C)(3) 7 SSM HEALTH CARE ST LOUIS
 
 
No
(10) SSM ST CLARE HEALTH CENTER FOUNDATION

10101 WOODFIELD LANE

ST LOUIS,MO63132
43-1273310 		FUNDRAISING MO 501(C)(3) 7 SSM HEALTH CARE ST LOUIS
 
 
No
(11) SSM ST MARYS HEALTH CENTER FOUNDATION

10101 WOODFIELD LANE

ST LOUIS,MO63132
43-1552945 		FUNDRAISING MO 501(C)(3) 7 SSM HEALTH CARE ST LOUIS
 
 
No
(12) SSM HEALTH CARE OF OKLAHOMA INC

10101 WOODFIELD LANE

ST LOUIS,MO63132
73-0657693 		HEALTH CARE OK 501(C)(3) 3 SSM HEALTH CARE CORPORATION
 
 
No
(13) ST ANTHONY HOSPITAL FOUNDATION INC

10101 WOODFIELD LANE

ST LOUIS,MO63132
73-6104300 		FUNDRAISING OK 501(C)(3) 7 SSM HEALTH CARE OF OKLAHOMA
 
 
No
(14) SSM HEALTH CARE OF WISCONSIN INC

10101 WOODFIELD LANE

ST LOUIS,MO63132
43-0688874 		HEALTH CARE WI 501(C)(3) 3 SSM HEALTH CARE CORPORATION
 
 
No
(15) DELLS MEDICAL BUILDING INC

10101 WOODFIELD LANE

ST LOUIS,MO63132
39-1613292 		MOB WI 501(C)(2) N/A SSM HEALTH CARE OF WISCONSIN
 
 
No
(16) ST MARYS FOUNDATION INC

10101 WOODFIELD LANE

ST LOUIS,MO63132
43-1940686 		FUNDRAISING WI 501(C)(3) 7 SSM HEALTH CARE OF WISCONSIN
 
 
No
(17) ST CLARE HEALTH CARE FOUNDATION INC

10101 WOODFIELD LANE

ST LOUIS,MO63132
43-1940683 		FUNDRAISING WI 501(C)(3) 7 SSM HEALTH CARE OF WISCONSIN
 
 
No
(18) HOME HEALTH UNITED INC

2802 WALTON COMMONS LANE

MADISON,WI53718
39-1539827 		HEALTH CARE WI 501(C)(3) 9 SSM HEALTH CARE OF WISCONSIN
 
 
No
(19) HOME CARE UNITED INC

2802 WALTON COMMONS LANE

MADISON,WI53718
39-1776340 		HEALTH CARE WI 501(C)(3) 9 SSM HEALTH CARE OF WISCONSIN
 
 
No
(20) HHU XTRA CARE INC

2802 WALTON COMMONS LANE

MADISON,WI53718
39-1705111 		HEALTH CARE WI 501(C)(3) 9 SSM HEALTH CARE OF WISCONSIN
 
 
No
(21) HOME HEALTH UNITED - VNS FOUNDATION INC

2802 WALTON COMMONS LANE

MADISON,WI53718
39-1839309 		FUNDRAISING WI 501(C)(3) 11 - Type II NA
 
 
No
(22) SSM REGIONAL HEALTH SERVICES

10101 WOODFIELD LANE

ST LOUIS,MO63132
44-0579850 		HEALTH CARE MO 501(C)(3) 3 SSM HEALTH CARE CORPORATION
 
 
No
(23) ST FRANCIS HOSPITAL FOUNDATION

10101 WOODFIELD LANE

ST LOUIS,MO63132
43-1099253 		FUNDRAISING MO 501(C)(3) 7 SSM REGIONAL HEALTH SERVICES
 
 
No
(24) ST MARYS HEALTH CENTER JEFFERSON CITY MISSOURI FOUNDATION

10101 WOODFIELD LANE

ST LOUIS,MO63132
43-1575307 		FUNDRAISING MO 501(C)(3) 11 - Type II SSM REGIONAL HEALTH SERVICES
 
 
No
(25) GOOD SAMARITAN REGIONAL HEALTH CENTER

10101 WOODFIELD LANE

ST LOUIS,MO63132
43-0653587 		HEALTH CARE IL 501(C)(3) 3 SSM REGIONAL HEALTH SERVICES
 
 
No
(26) ST MARYS HOSPITAL CENTRALIA ILLINOIS

10101 WOODFIELD LANE

ST LOUIS,MO63132
37-0662580 		HEALTH CARE IL 501(C)(3) 3 SSM REGIONAL HEALTH SERVICES
 
 
No
(27) ST MARYS - GOOD SAMARITAN INC

10101 WOODFIELD LANE

ST LOUIS,MO63132
36-4170833 		HEALTH CARE IL 501(C)(3) 11 - Type I SSM REGIONAL HEALTH SERVICES
 
 
No
(28) GOOD SAMARITAN REGIONAL HEALTH CENTER FOUNDATION

10101 WOODFIELD LANE

ST LOUIS,MO63132
26-2884795 		FUNDRAISING IL 501(C)(3) 7 ST MARY'S - GOOD SAMARITAN
 
 
No
(29) ST MARYS HOSPITAL FOUNDATION

10101 WOODFIELD LANE

ST LOUIS,MO63132
36-4636691 		FUNDRAISING IL 501(C)(3) 7 ST MARY'S - GOOD SAMARITAN
 
 
No
(30) ST MARYS HOSPTIAL AUXILIARY

400 N PLEASANT

CENTRALIA,IL62801
23-7126345 		FUNDRAISING IL 501(C)(3) 9 ST MARY'S HOSPITAL FOUNDATION
 
 
No
(31) SSM HEALTH BUSINESSES

10101 WOODFIELD LANE

ST LOUIS,MO63132
43-1333488 		HEALTH CARE MO 501(C)(3) 9 SSM HEALTH CARE CORPORATION
 
 
No
(32) SSM HEALTH CARE ST LOUIS

10101 WOODFIELD LANE

ST LOUIS,MO63132
43-1343281 		HEALTH CARE MO 501(C)(3) 3 SSM HEALTH CARE CORPORATION
 
 
No
(33) CENTRALIA MEDICAL SERVICES BLDG ASSOC

10101 WOODFIELD LANE

ST LOUIS,MO63132
23-7408025 		MOB IL 501(C)(3) 11 - Type II SSM REGIONAL HEALTH SERVICES
 
 
No
(34) ST MARYS JANESVILLE FOUNDATION INC

2901 LANDMARK PL STE 300

MADISON,WI53713
27-3439133 		FUNDRAISING WI 501(C)(3) 7 SSM HEALTH CARE OF WISCONSIN
 
 
No
(35) FRANCISCAN SISTERS OF MARY

3221 MCKELVEY ROAD SUITE 107

ST LOUIS,MO63044
43-1012492 		RELIGIOUS ORGANIZATION MO 501(C)(3) 1 NA
 
 
No
(36) LEE DEWEY CORPORATION

10101 WOODFIELD LANE

ST LOUIS,MO63132
73-1279603 		MOB OK 501(C)(3) 11 - Type I SSM HEALTH CARE OF OKLAHOMA
 
 
No
(37) SSM HOSPICE AND HOME CARE FOUNDATION

10101 WOODFIELD LANE

ST LOUIS,MO63132
30-0012246 		FUNDRAISING MO 501(C)(3) 7 SSM HEALTH BUSINESSES
 
 
No
(38) ST MARYS HOSPITAL AUXILIARY

100 ST MARYS MEDICAL PLAZA

JEFFERSON CITY,MO65101
43-6049878 		FUNDRAISING MO 501(C)(3) 11 - Type II NA
 
 
No
(39) GOOD SAMARITAN HOSPITAL AUXILIARY

605 NORTH 12TH STREET

MT VERNON,IL62864
23-7049599 		FUNDRAISING IL 501(C)(3) 11 - Type III - FI NA
 
 
No
(40) ST ANTHONY SHAWNEE HOSPITAL INC

1000 N LEE AVE

OKLAHOMA CITY,OK73102
45-5055149 		HEALTH CARE OK 501(C)(3) 3 SSM HEALTH CARE OF OKLAHOMA
 
 
No
(41) SSM AUDRAIN HEALTH CARE INC

10101 WOODFIELD LANE

ST LOUIS,MO63132
43-1550298 		HEALTH CARE MO 501(C)(3) 3 SSM REGIONAL HEALTH SERVICES
 
 
No
(42) AUDRAIN MEDICAL CENTER FOUNDATION INC

620 E MONROE STREET

MEXICO,MO65265
43-1265060 		FUNDRAISING MO 501(C)(3) 11 - Type II SSM AUDRAIN HEALTH CARE INC
 
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) SSM ST JOSEPH ENDOSCOPY CENTER LLC

10101 WOODFIELD LANE
ST LOUIS,MO63132
27-0046559 		SURGERY SERVICES MO NA
  		N/A                
(2) ST CLARE IMAGING SERVICES

707 14TH STREET SUITE A
BARABOO,WI53913
20-0122365 		DIAG SERVICES WI NA
  		N/A                
(3) MT VERNON RADIATION THERAPY CENTER LLC

10101 WOODFIELD LANE
ST LOUIS,MO63132
20-1382620 		RADIATION THERAPY IL NA
  		N/A                
(4) SLEEP & NEUROLOGY CENTER OF S ILLINOIS LLC

10101 WOODFIELD LANE
ST LOUIS,MO63132
20-8468195 		DIAG SERVICES IL NA
  		N/A                
(5) SMHC SURGICAL CO-MGMT COMPANY LLC

100 ST MARYS MEDICAL PLAZA
JEFFERSON CITY,MO65101
20-8929305 		MANAGEMENT MO NA
  		N/A                
(6) SMHC CARDIOVASCULAR CO-MGMT COMPANY LLC

100 ST MARYS MEDICAL PLAZA
JEFFERSON CITY,MO65101
20-8929381 		MANAGEMENT MO NA
  		N/A                
(7) SMHC MUSCULOSKELETAL CO-MGMT COMPANY LLC

100 ST MARYS MEDICAL PLAZA
JEFFERSON CITY,MO65101
20-8929237 		MANAGEMENT MO NA
  		N/A                
(8) CHOWSMGSI OFFICE BUILDING LLC

10101 WOODFIELD LANE
ST LOUIS,MO63132
37-1383861 		MOB IL NA
  		N/A                
(9) CENTER FOR COMPREHENSIVE CANCER CARE LLC

10101 WOODFIELD LANE
ST LOUIS,MO63132
20-1382727 		MOB IL NA
  		N/A                
(10) SHAWNEE REAL ESTATE HOLDINGS LLC

1000 N LEE AVE
OKLAHOMA CITY,OK73102
45-5458304 		MOB OK NA
  		N/A                
(11) SSM RX EXPRESS LLC

10101 WOODFIELD LANE
ST LOUIS,MO63132
26-4031708 		PHARMACY MO NA
  		N/A                
(12) DEAN CLINIC & ST MARYS HOSPITAL ACCOUNTABLE CARE ORGANIZATION LLC

1808 WEST BELTLINE HIGHWAY
MADISON,WI53713
45-2995500 		ACCOUNTABLE CARE ORGANIZATION WI NA
  		N/A                
(13) WISCONSIN INTEGRATED INFORMATION TECHNOLOGY AND TELEMEDICINE SYSTEMS LLC

1808 WEST BELTLINE HIGHWAY
MADISON,WI53713
39-2016715 		INFORMATION TECHNOLOGY SERVICES WI NA
  		N/A                
(14) DEAN HEALTH HOLDINGS LLC

1277 DEMING WAY
MADISON,WI53717
26-1594709 		SUPPORT SERVICES WI NA
  		N/A                
(15) WINGRA BUILDING GROUP

1808 WEST BELTLINE HIGHWAY
MADISON,WI53713
39-0237060 		MOB WI NA
  		N/A                
(16) JANESVILLE RIVERVIEW CLINIC BUILDING PARTNERSHIP

1808 WEST BELTLINE HIGHWAY
MADISON,WI53713
39-6220698 		MOB WI NA
  		N/A                
(17) NAVITUS HEALTH SOLUTIONS LLC

1808 WEST BELTLINE HIGHWAY
MADISON,WI53713
04-3608530 		PHARMACY BENEFITS WI NA
  		N/A                
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) SSM MANAGED CARE ORGANIZATION LLC

10101 WOODFIELD LANE
ST LOUIS,MO63132
43-1708511 		HEALTH PROMOTION MO NA
  		C CORPORATION          
(2) FPP INC

10101 WOODFIELD LANE
ST LOUIS,MO63132
43-1465174 		HEALTH CARE MO NA
  		C CORPORATION          
(3) DIVERSIFIED HEALTH SERVICES CORP

10101 WOODFIELD LANE
ST LOUIS,MO63132
43-1369305 		MEDICAL EQUIPMENT MO NA
  		C CORPORATION          
(4) SSM CARDIO AND THORACIC SERVICES INC

10101 WOODFIELD LANE
ST LOUIS,MO63132
26-0286559 		HEALTH CARE MO NA
  		C CORPORATION          
(5) SSM PROPERTIES INC

10101 WOODFIELD LANE
ST LOUIS,MO63132
43-1462486 		PROPERTY SERVICES MO NA
  		C CORPORATION          
(6) SSM DEPAUL MEDICAL GROUP INC

10101 WOODFIELD LANE
ST LOUIS,MO63132
43-1715106 		HEALTH CARE MO NA
  		C CORPORATION          
(7) SSM ST CHARLES CLINIC MED GROUP INC

10101 WOODFIELD LANE
ST LOUIS,MO63132
43-0626408 		PHYSICIAN OFFICES MO NA
  		C CORPORATION          
(8) HEALTH FIRST PHYS MANAGEMENT

10101 WOODFIELD LANE
ST LOUIS,MO63132
73-1534336 		MEDICAL SERVICES OK NA
  		C CORPORATION          
(9) SSMHCS LIABILITY TRUST II

10101 WOODFIELD LANE
ST LOUIS,MO63132
81-6128118 		INSURANCE MO NA
  		C CORPORATION          
(10) SSM NEUROSCIENCES INC

10101 WOODFIELD LANE
ST LOUIS,MO63132
26-3413981 		HEALTH CARE MO NA
  		C CORPORATION          
(11) SSM MEDICAL GROUP INC

10101 WOODFIELD LANE
ST LOUIS,MO63132
43-1664107 		PHYSICIAN OFFICES MO NA
  		C CORPORATION          
(12) SSMHC INSURANCE COMPANY

10101 WOODFIELD LANE
ST LOUIS,MO63132
03-0310431 		INSURANCE CA NA
  		C CORPORATION          
(13) SSM ORTHOPEDIC INC

10101 WOODFIELD LANE
ST LOUIS,MO63132
27-1557033 		HEALTH CARE MO NA
  		C CORPORATION          
(14) SSM CANCER CARE INC

10101 WOODFIELD LANE
ST LOUIS,MO63132
25-1557324 		HEALTH CARE MO NA
  		C CORPORATION          
(15) PHYSICIANS SERVICES CORP OF SOUTHERN ILLINOIS

10101 WOODFIELD LANE
ST LOUIS,MO63132
36-4161526 		HEALTH CARE IL NA
  		C CORPORATION          
(16) DEAN HEALTH SYSTEMS INC

1808 WEST BELTLINE HIGHWAY
MADISON,WI53713
39-1128616 		PHYSICIAN OFFICES WI NA
  		C CORPORATION          
(17) DEAN HEALTH INSURANCE INC

PO BOX 56099
MADISON,WI53705
39-1830837 		INSURANCE WI NA
  		C CORPORATION          
(18) DEAN HEALTH PLAN INC

PO BOX 56099
MADISON,WI53705
39-1535024 		INSURANCE WI NA
  		C CORPORATION          
(19) ST MARYS DEAN VENTURES INC

1808 WEST BELTLINE HIGHWAY
MADISON,WI53713
39-1628491 		PHYSICIAN OFFICES WI NA
  		C CORPORATION          
(20) DEAN RETAIL SERVICES INC

1808 WEST BELTLINE HIGHWAY
MADISON,WI53713
39-1717636 		PROPERTY SERVICES WI NA
  		C CORPORATION          
(21) TEN TWENTY FIVE REGENT STREET

1808 WEST BELTLINE HIGHWAY
MADISON,WI53713
39-1089309 		MOB WI NA
  		C CORPORATION          
(22) DEAN SOLUTIONS INC

1808 WEST BELTLINE HIGHWAY
MADISON,WI53713
39-1876092 		MANAGEMENT WI NA
  		C CORPORATION          
(23) DEANCARE INSURANCE AGENCY INC

PO BOX 56099
MADISON,WI53705
39-1637828 		INSURANCE WI NA
  		C CORPORATION          
(24) NAVITUS HOLDINGS LLC

1808 WEST BELTLINE HIGHWAY
MADISON,WI53713
80-0968174 		PHARMACY BENEFITS WI NA
  		C CORPORATION          
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved





Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V?UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2013
Additional Data


Software ID: 13000248
Software Version: 2013v3.1