Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| (A)
CATHOLIC HEALTH CARE FEDERATION |
999999999 | 1 | Yes | 0 | 0 | |
| Total 1 | 0 | 0 | ||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) .... | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10. | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (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.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (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 VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2015 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2015 |
(iii) Distributable Amount for 2015 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2015 from Section C, line 6 |
||||
|
2
Underdistributions, if any, for years prior to 2015 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2015: | ||||
| a | ||||
| b | ||||
| c | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2015 distributable amount | ||||
|
i
Carryover from 2010 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2015 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2015 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2015, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
||||
|
6
Remaining underdistributions for 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2016. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a | ||||
| b | ||||
| c Excess from 2013....... | ||||
| d From 2014....... | ||||
| e From 2015....... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| Schedule A, Part III, Line 19a Supported Orgs Listed By Name | Catholic Health Initiative's articles of incorporation specifically designate Catholic Health Care Federation as its publicly supported organization and designate, by purpose, such other charitable organizations, the purposes of which are to embody the mission of the healing ministry of Jesus in the Church through ownership, management, or governance of health ministries, or the offering of or supporting of charitable and religious programs or services consistent with such purposes, in keeping with the gospel imperative. |
| Schedule A, Part III, Line 19b Supported Org. Without IRS Status 509(a)1 or (2) | Catholic Health Initiatives is organized and operated, within the meaning of Section 509(a)(3)(A) of the Internal Revenue Code of 1986, as now in effect or as subsequently amended ("IRC"), exclusively for the benefit of, to perform the functions of, and/or to carry out the religious, charitable, scientific, and educational purposes within the meaning of Section 509(c)(3) of the IRC, of Catholic Health Care Federation ("CHCF"), a public juridic person within the meaning of the Code of Canon Law for the Roman Catholic Church ("Canon Law"), including by supporting such other charitable organizations, the purposes of which are to embody the mission of the healing ministry of Jesus in the Church through ownership, management, or governance of health ministries, or the offering of or supporting of charitable and religious programs or services consistent with such purposes, in keeping with the gospel imperative. Because CHCF is part of the Roman Catholic Church, is not required to apply for recognition of exempt status pursuant to IRC Section 508(c). By virtue of its decree of canonical erection by the Congregation for Institutes of Consecrated Life and Societies of Apostolic Life, CHCF is a public juridic person of pontifical right, subject to the direct oversight and jurisdiction of the Apostolic See in the Vatican. As a public juridic person in the Church, CHCF is the juridical equivalent of a diocese or parish or religious order in the Catholic Church. As a public juridic person, CHCF is not merely affiliated with the Catholic Church; it is the Catholic Church, an official part of the Church itself, with a munus or duty assigned to it by the Church, and able to act publicly in the name of the Church. The Congregation for Institutes of Consecrated Life and Societies of Apostolic Life by decree dated June 8, 1991, conferred public juridic personality in the Church on CHCF, stating that CHCF was "to be governed in accordance with Canon Law and its own approved Statutes." |
| Software ID: | 15000238 |
| Software Version: | 2015v3.0 |
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| Form 990, Part III, Line 1 ORGANIZATION'S MISSION | THE MISSION OF THE CORPORATION IS TO NURTURE THE HEALING MINISTRY OF THE CHURCH, SUPPORTED BY EDUCATION AND RESEARCH. FIDELITY TO THE GOSPEL URGES THE CORPORATION TO EMPHASIZE HUMAN DIGNITY AND SOCIAL JUSTICE AS IT CREATES HEALTHIER COMMUNITIES. THE CORPORATION, SPONSORED BY A LAY-RELIGIOUS PARTNERSHIP, CALLS OTHER CATHOLIC SPONSORS AND SYSTEMS TO UNITE TO ENSURE THE FUTURE OF CATHOLIC HEALTH CARE. TO FULFILL THIS MISSION, THE CORPORATION, AS A VALUES-BASED ORGANIZATION, WILL ASSURE THE INTEGRITY OF THE MINISTRY IN BOTH CURRENT AND DEVELOPING ORGANIZATIONS AND ACTIVITIES; RESEARCH AND DEVELOP NEW MINISTRIES THAT INTEGRATE HEALTH, EDUCATION, PASTORAL, AND SOCIAL SERVICES; PROMOTE LEADERSHIP DEVELOPMENT AND FORMATION FOR MINISTRY THROUGHOUT THE ENTIRE ORGANIZATION; ADVOCATE FOR SYSTEMIC CHANGES WITH SPECIFIC CONCERN FOR PERSONS WHO ARE POOR, ALIENATED, AND UNDERSERVED; AND STEWARD RESOURCES BY GENERAL OVERSIGHT OF THE ENTIRE ORGANIZATION. |
| Form 990, Part III, Line 4 STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS CONTINUATION | THE FOLLOWING EXAMPLES OF COMMUNITY BENEFIT ACTIVITIES IN FISCAL YEAR 2016 REPRESENT ONLY A SMALL FRACTION OF THOSE TAKING PLACE ON A DAILY BASIS AT THESE FACILITIES AND THROUGHOUT THE CATHOLIC HEALTH INITIATIVES HEALTH CARE SYSTEM. CHI Health Creighton University Medical Center - Bergan Mercy, Omaha, Nebraska; other CHI Health facilities cross Nebraska CHI Health has a history of centralized community benefit and hospital specific community benefit investments to address community health needs of the particular service area. Community Outreach Programs - Healthy Families-this program is a free, 8-week health and nutrition program for families with a child between the ages of 4-18 who has been identified in the top 85th percentile of body mass index. This program invites the whole families to participate in learning about physical activity, eating healthy, and setting realistic goals as a family. - Childcare-provided the Nutrition & Physical Activity Self-Assessment in Child Care (NAP SACC) Learning Collaborative for child care programs in Douglas, Sarpy and Cass Counties in Nebraska. Ten child care programs sent a total of 30 providers through a series of five workshops to learn about best practices for teaching healthy eating and physical activity habits to young children. - Breastfeeding-provided funding and planning support to host a 5 day training in York, NE for clinic and community healthcare workers to obtain their Certified Lactation Counselor (CLC) designation. CHI Health also provided funds towards the planning of a continuing education event (Beyond Best Practices: Creating a Supportive Environment for Breastfeeding Parents) for clinic and hospital professionals (nurses, medical assistants, dieticians, health coaches/navigators and providers) in addition to support for an online course called Breastfeeding the NICU Infant for hospital-based NICU nursing staff. Eighty professionals were enrolled in February of 2016. - Heart & Sole Walking Program-supported the program by purchasing two blood pressure cuffs and provided subsidized pricing for Heart Healthy Cooking classes allowing easier access for community members to attend. - Siena Francis Homeless Shelter-hospital provides staff and supplies for stroke education and screening at local homeless shelter. In FY16, over 1,250 shelter guests were screened and provided education. - Subsidized low income individuals' outpatient dialysis treatments in the community to give them the care that they require - Provided counseling, free of charge, to discharged Lasting Hope Recovery Center patients who needed to be seen within 7 days of discharge but couldn't get appointments. - Provided counseling and assistance in enrolling individuals in means tested insurance programs to improve access to care. CHI St. Joseph's Children's, Albuquerque, New Mexico CHI St. Joseph's Children (SJC) is a non-profit organization that works to ensure children reach kindergarten with the health and family capacity necessary to support learning. SJC achieves this goal through three primary programs: Home Visiting, Enhanced Referral Services, and Advocacy. During fiscal year FY 2016 SJC provided benefits to the economically disadvantaged in the amount of $3,669,694 and to the broader community in the amount of $881,329. Those dollars represented 46,360 contacts with residents of the State of New Mexico. Community Outreach Programs Home Visiting This program is the flagship program of SJC providing home visits by trained professionals to expectant moms and families with first born children. SJC utilizes an outcomes-based model (First Born) that has proven results in improving child and family outcomes. The benefits of early intervention and health promotion in maternal and child health are well-documented and have a lifetime affect. The net benefit provided to the community by this program during fiscal year 2016 was $3,253,386 and included 14,227 contacts. Enhanced Referral This program operates in conjunction with the Home Visiting program (see above). The Enhanced Referral program provides services to address housing, legal aid, transportation, medical care, access to food, child care, employment, dental care, school re-entry and special needs services. Addressing these underlying social-environmental factors has been shown to impact physical health, emotional/social development, family capacity and functioning. In fiscal year 2016 the enhanced referral program provided a net benefit of $332,316 to the community and resulted in 5,764 community contacts. Rubin Eye Fund SJC provided funding to the New Mexico Lions Eye Foundation, an entity affiliated with Lions Club International, a volunteer organization, to fund several different programs centered on all aspects of eye care including annual screening for children three to five years old and the provision of used eye-wear to needy individuals. The net benefit provided to the community for the fiscal year was approximately $17,760 not including the use of restricted funds of $80,000 and included 17,653 contacts. Miscellaneous Programs This category covers events sponsored by SJC throughout the year including the SJC Celebration of Babies Event. The net benefit provided to the community by these programs was $66,232 and yielded 1,073 community contacts. CHI LakeWood Health, Baudette, Minnesota LakeWood Health Center provides traditional charity care, an internal program for the medically needy that assists patients, residents or clients financially by forgiving or reducing their medical debt at CHI LakeWood Health. The billing/insurance office or the social worker identifies those individuals or families without insurance coverage or those that are underinsured and provide application assistance for this program. Total expense for this program is $49,684 with 66 persons served. Unpaid cost of Medicaid is $1,239,641 with 1,736 persons served for fiscal year ending June 30, 2016. Community Outreach for the Broader Community * LakeWood Health sponsors and provides support for development and maintaining an Alzheimer's support group in Lake of the Woods County and surrounding area. A need was identified during the 2009 community assessment and through LakeWood Care Center Family Council members. Volunteers have come forward to lead the support group and monthly meetings have been established. The meetings are held at LakeWood and refreshments are provided by LakeWood dietary department. An Alzheimer's Association Support Group is a safe place to learn, offer and receive helpful tips, and meet others coping with Alzheimer's disease or another dementia. The atmosphere of an Alzheimer's Association Support Group is one of sharing and caring friendship. The environment is a confidential and non-judgmental place to share ideas, frustrations, anger and joy. Members receive positive reinforcement. LakeWood Health collaborated with Lake of the Woods County Social Services to sponsor a community grief support class/group. LakeWood provided space, materials, and refreshments for the sessions. The county provided the trained facilitator for the six to eight week sessions. Plan to repeat the grief support class/group 1 - 2 times per year. * LakeWood partnered with the Lake of the Woods School to screen all fall, winter and spring sports athletes. The program also extended to the community's youth hockey program. The screening involves a 10-minute baseline test on each athlete looking for any physical or cognitive signs of previous concussion. The athlete's normal physical and cognitive abilities are documented, shared with the coach and kept with the student's medical record. Minnesota State High School League adopted new rules (2011) about what steps should be taken before an athlete with a head injury can return to play or practice and this program is assisting the athletic programs to maintain compliance and safety for young athletes. * CHI LakeWood Health in conjunction with the clinic developed the Diabetes Resource Center to bring awareness of the chronic disease to the public and provide education for people with diabetes to help them understand and manage their disease. The program is offered in class sessions and encourages self-management and long-term health maintenance. CHI LakeWood Health provides a dietitian consult as needed for the program. The Diabetes Resource Center Staff is available to meet with individuals to assist them with managing their diabetes. The Diabetic Resource Center is staffed out of the Cardio-Pulmonary Rehab Department. |
| Form 990, Part III, Line 4 STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS | TO FULFILL ITS MISSION, CATHOLIC HEALTH INITIATIVES (CHI), AS A VALUES-DRIVEN ORGANIZATION, ASSURES THE INTEGRITY OF THE MINISTRY BY FOSTERING RESEARCH AND DEVELOPMENT OF NEW MINISTRIES THAT INTEGRATE HEALTH, EDUCATION, PASTORAL AND SOCIAL SERVICES; PROMOTING LEADERSHIP DEVELOPMENT AND FORMATION FOR THE MINISTRY THROUGHOUT THE ORGANIZATION; ADVOCATING FOR SYSTEMIC CHANGES WITH SPECIFIC CONCERN FOR PERSONS WHO ARE POOR, ALIENATED AND UNDERSERVED; AND STEWARDING RESOURCES BY PROVIDING COORDINATED MANAGEMENT AND STRATEGIC PLANNING SERVICES ALONG WITH CENTRALIZED SHARED SERVICES (PAYROLL, H/R, A/P AND PURCHASING) FOR THE CHI NATIONAL HEALTHCARE MINISTRY. CATHOLIC HEALTH INITIATIVES (CHI) IS A NATIONAL NONPROFIT HEALTH ORGANIZATION HEADQUARTERED IN DENVER. CHI'S EXEMPT PURPOSE IS TO OPERATE EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND/OR TO CARRY OUT THE RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE CODE, OF CATHOLIC HEALTH CARE FEDERATION, A PUBLIC JURIDIC PERSON WITHIN THE MEANING OF THE CODE OF CANON LAW FOR THE ROMAN CATHOLIC CHURCH, INCLUDING BY SUPPORTING SUCH OTHER CHARITABLE ORGANIZATIONS, THE PURPOSES OF WHICH ARE TO EMBODY THE MISSION OF THE HEALING MINISTRY OF JESUS IN THE CHURCH THROUGH OWNERSHIP, MANAGEMENT, OR GOVERNANCE OF HEALTH MINISTRIES, OR THE SUPPORTING OF CHARITABLE AND RELIGIOUS PROGRAMS OR SERVICES CONSISTENT WITH SUCH PURPOSES, IN KEEPING WITH THE GOSPEL IMPERATIVE. chi SERVES AS AN INTEGRAL PART OF ITS NATIONAL SYSTEM OF HOSPITALS AND OTHER CHARITABLE ENTITIES, WHICH ARE DESCRIBED AS MARKET-BASED ORGANIZATIONS, OR MBOS. AN MBO IS A DIRECT PROVIDER OF CARE OR SERVICES WITHINTO FURTHER ITS EXEMPT PURPOSE, CHI PROVIDES STRATEGIC PLANNING AND MANAGEMENT SERVICES AS WELL AS CENTRALIZED "SHARED SERVICES" FOR THE MBOS. THE PROVISION OF CENTRALIZED MANAGEMENT AND SHARED SERVICES - INCLUDING AREAS SUCH AS ACCOUNTING, HUMAN RESOURCES, PAYROLL AND SUPPLY CHAIN - PROVIDES ECONOMIES OF SCALE AND PURCHASING POWER TO THE MBOS. COST SAVINGS ASSOCIATED WITH CENTRALIZED SERVICES FOR THE FISCAL YEAR ENDED JUNE 30, 2016, INCLUDE APPROXIMATELY $71 MILLION FOR INSURANCE COSTS. COST SAVINGS ASSOCIATED WITH CENTRALIZED SERVICES FOR THE FISCAL YEAR ENDED JUNE 30, 2015, INCLUDED MORE THAN $267 MILLION IN SUPPLY CHAIN EXPENSE. THE COST SAVINGS ACHIEVED THROUGH CHI'S CENTRALIZATION ENABLE MBOS TO DEDICATE ADDITIONAL RESOURCES TO DELIVERY OF HIGH-QUALITY HEALTH CARE AND COMMUNITY OUTREACH SERVICES TO THE MOST VULNERABLE MEMBERS OF OUR SOCIETY. A DEFINED MARKET AREA THAT MAY BE AN INTEGRATED HEALTH SYSTEM AND/OR A STAND-ALONE HOSPITAL OR OTHER FACILITY OR SERVICE PROVIDER. THE CHI MISSION AND MINISTRY FUND PROVIDED $10.9 MILLION IN GRANTS TO BUILD HEALTHY COMMUNITIES IN THE UNITED STATES AND INTERNATIONALLY. THE MISSION AND MINISTRY FUND ALSO ALLOCATED $17 MILLION IN GRANTS TO REDUCE VIOLENCE IN THE COMMUNITIES CHI SERVES. DURING THE PAST 20 YEARS 483 GRANTS HAVE BEEN AWARDED FOR MORE THAN $74 MILLION. Reporting Across the System: THE FAITH-BASED SYSTEM OPERATES IN 17 STATES AND COMPRISES 104 HOSPITALS, including four academic health centers and major teaching hospitals as well as 30 critical access facilities; community health-services organizations; accredited nursing colleges; home-health agencies; living communities; and other facilities and services that span the inpatient and outpatient continuum of care. In fiscal year 2016, CHI provided more than $1.1 billion in financial assistance and community benefit - a 13% increase over the previous year -- for programs and services for the poor, free clinics, education and research. Financial assistance and community benefit totaled more than $2 billion with the inclusion of the unpaid costs of Medicare. The health system, which generated operating revenues of $15.9 billion in fiscal year 2016, has total assets of approximately $22.7 billion. CHI HEALTHCARE FACILITIES PROVIDED 10.4 MILLION PHYSICIAN AND PRACTICE CLINICIAN VISITS, 525,234 ACUTE CARE ADMISSIONS, 2.1 MILLION OUTPATIENT EMERGENCY VISITS, 5.9 MILLION NON-EMERGENCY VISITS AND 1.1 million HOME VISITS. IN ORDER TO SERVE THE CONTINUALLY CHANGING HEALTHCARE NEEDS OF THE COMMUNITIES CHI SERVES CHI IMPLEMENTED Clinically Integrated Networks. A clinically integrated network is a model of health care delivery designed to provide better health results and lower costs through improved efficiency. CHI participates in 12 clinically integrated networks across the country, and that number will continue to grow. CHI DIRECTLY INVESTS IN THE COMMUNITIES IT SERVES THROUGH CHI'S DIRECT COMMUNITY INVESTMENT PROGRAM WHICH HAS PROVIDED $58.3 MILLION IN LOW INTEREST LOANS TO ORGANIZATIONS THAT GIVE DISADVANTAGED POPULATIONS ACCESS TO JOBS, HOUSING, EDUCATION AND HEALTH CARE. |
| Form 990, Part VI, Line 16b ADOPTION OF WRITTEN POLICY OR PROCEDURE REGARDING JOINT VENTURES | CATHOLIC HEALTH INITIATIVES (CHI) HAS NOT FORMALLY ADOPTED A WRITTEN POLICY OR WRITTEN PROCEDURE REGARDING JOINT VENTURES. HOWEVER CHI'S SYSTEM-WIDE JOINT VENTURE MODEL OPERATING AGREEMENT INCORPORATES CONTROLS OVER THE VENTURE SUFFICIENT TO ENSURE THAT (1) THE EXEMPT ORGANIZATION AT ALL TIMES RETAINS CONTROL OVER THE VENTURE SUFFICIENT TO ENSURE THAT THE PARTNERSHIP FURTHERS THE EXEMPT PURPOSE OF THE ORGANIZATION; (2) IN ANY PARTNERSHIP IN WHICH THE EXEMPT ORGANIZATION IS A PARTNER, ACHIEVEMENT OF EXEMPT PURPOSES IS PRIORITIZED OVER MAXIMIZATION OF PROFITS FOR THE PARTNERS; (3) THE PARTNERSHIP DOES NOT ENGAGE IN ANY ACTIVITIES THAT WOULD JEOPARDIZE THE EXEMPT ORGANIZATION'S EXEMPTION; (4) RETURNS OF CAPITAL, ALLOCATIONS, AND DISTRIBUTIONS MUST BE MADE IN PROPORTION TO THE PARTNERS' RESPECTIVE OWNERSHIP INTERESTS; AND (5) ALL CONTRACTS ENTERED INTO BY THE PARTNERSHIP WITH THE EXEMPT ORGANIZATION MUST BE AT ARM'S-LENGTH, WITH PRICES SET AT FAIR MARKET VALUE. ANY JOINT VENTURE AGREEMENTS THAT DO NOT CONFORM TO THE MODEL AGREEMENT ARE GENERALLY REVIEWED BY COUNSEL. |
| Form 990, Part VI, Line 1a Delegate broad authority to a committee | Catholic Health Initiatives' BOARD OF STEWARDSHIP TRUSTEES DOES HAVE AN EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE IS COMPRISED OF THE CHAIRPERSON, THE CHAIRPERSON-ELECT, vice-chairPERSON, AND UP TO THREE ADDITIONAL TRUSTEES APPOINTED BY THE BOARD OF STEWARDSHIP TRUSTEES. EXCEPT AS OTHERWISE PROVIDED BY LAW, THE EXECUTIVE COMMITTEE HAS AND MAY EXERCISE SUCH POWERS AS MAY BE DELEGATED TO IT BY THE BOARD OF STEWARDSHIP TRUSTEES. ADDITIONALLY, THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXCERCISE SUCH POWERS TO TRANSACT ROUTINE BUSINESS OF THE CORPORATION IN THE INTERIM PERIOD BETWEEN REGULARLY SCHEDULED MEETINGS OF THE BOARD OF STEWARDSHIP TRUSTEES, PROVIDED THAT SUCH ACTIONS TAKEN SHALL BE CONSISTENT WITH AND NOT CONFLICT WITH ANY ACTIONS OR POLICIES OF THE BOARD OF STEWARDSHIP TRUSTEES, THE BYLAWS, OR APPLICABLE LAW. THE EXECUTIVE COMMITTEE SHALL KEEP REGULAR MINUTES OF ITS PROCEEDINGS AND REPORT THE SAME TO THE BOARD OF STEWARDSHIP TRUSTEES AT THE NEXT REGULAR OR ANNUAL MEETING OF THE BOARD OF STEWARDSHIP TRUSTEES. |
| Form 990, Part VI, Line 4 Significant changes to organizational documents | Catholic Health Initiatives has amended its bylaws to incorporate certain governance changes. These changes include: Reducing the number of meetings that the Participating Congregations are to have with the CHI Board of Stewardship Trustees (BOST) and incorporating the CHI Governance Matrix into the list of corporate member duties within the BOST's authority; Allowing the nomination, election, and appointment of BOST Trustees and the election of the BOST Chairperson, Vice-Chairperson, Secretary, and Treasurer to take place before the annual meeting of the BOST and clarifying the elected officers' length of service; adding standing committees of the BOST and Clarifying certain duties with respect to the purpose, responsibilities, composition, and meeting schedule for each of the standing committees of the BOST; Removing a reference to the BOST in identifying who is to assign the duties of the CHI President(s). |
| Form 990, Part VI, Line 6 Classes of members or stockholders | FORM 990 INSTRUCTIONS DEFINE A "MEMBER" AS ANY PERSON WHO, PURSUANT TO A PROVISION OF THE ORGANIZATION'S GOVERNING DOCUMENTS OR APPLICABLE STATE LAW, HAS THE RIGHT TO... "APPROVE SIGNIFICANT DECISIONS OF THE GOVERNING BODY" OR TO... "RECEIVE A SHARE OF THE ORGANIZATION'S PROFITS OR EXCESS DUES OR A SHARE OF THE ORGANIZATION'S NET ASSETS UPON THE ORGANIZATION'S DISSOLUTION". THE CORPORATION WAS FOUNDED BY RELIGIOUS INSTITUTES OF THE ROMAN CATHOLIC CHURCH. THOSE RELIGIOUS INSTITUTES OF THE ROMAN CATHOLIC CHURCH THAT AGREE TO ACCEPT THE MISSION AND VISION OF THE ORGANIZATION AND MEET CERTAIN OTHER REQUIREMENTS ESTABLISHED BY THE BOARD OF STEWARDSHIP TRUSTEES, AND WHO ARE APPROVED BY A 2/3 VOTE OF THE BOARD OF STEWARDSHIP TRUSTEES, HAVE "PARTICIPATING CONGREGATION" RIGHTS AND DUTIES UNDER THE BYLAWS OF THE ORGANIZATION. PARTICIPATING CONGREGATIONS HAVE THE RIGHT TO APPROVE SUBSTANTIAL CHANGES TO THE MISSION AND PHILOSOPHICAL DIRECTION OF THE ORGANIZATION, APPROVE AMENDMENTS TO THE ARTICLES AND BYLAWS AFFECTING ANY PROVISION GOVERNING THE QUALIFICATIONS, RIGHTS OR RESPONSIBILITIES OF THE PARTICIPATING CONGREGATIONS, SELECT AND REMOVE A PERSON WHO REPRESENTS THAT PARTICIPATING CONGREGATION IN EXERCISING ITS RIGHTS AND DUTIES, PARTICIPATE IN THE DISTRIBUTION OF ASSETS UPON THE DISSOLUTION OF THE ORGANIZATION, PARTICIPATE IN ORGANIZATIONAL ADVOCACY EFFORTS, ENCOURAGE MEMBERS OF THE PARTICIPATING CONGREGATIONS TO PARTICIPATE IN THE MINISTRIES SPONSORED BY THE ORGANIZATION, AND PARTICIPATE THROUGH THEIR REPRESENTATIVES IN MEETINGS HELD AT LEAST ONCE A YEAR WITH THE BOARD OF STEWARDSHIP TRUSTEES. (SECTION 3.1.1 OF THE BYLAWS OF CATHOLIC HEALTH INITIATIVES.) |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | FORM 990 INSTRUCTIONS INDICATE THAT AN ORGANIZATION MUST ANSWER "YES" IF AT ANY TIME DURING THE ORGANIZATION'S TAX YEAR, THERE WERE ONE OR MORE PERSONS WHO HAD THE RIGHT TO APPROVE OR RATIFY DECISIONS OF THE ORGANIZATION'S GOVERNING BODY SUCH AS APPROVAL OF THE GOVERNING BODY'S DECISION TO DISSOLVE THE ORGANIZATION. THE CORPORATION WAS FOUNDED BY RELIGIOUS INSTITUTES OF THE ROMAN CATHOLIC CHURCH. THOSE RELIGIOUS INSTITUTES OF THE ROMAN CATHOLIC CHURCH THAT AGREE TO ACCEPT THE MISSION AND VISION OF THE ORGANIZATION AND MEET CERTAIN OTHER REQUIREMENTS ESTABLISHED BY THE BOARD OF STEWARDSHIP TRUSTEES, AND WHO ARE APPROVED BY A 2/3 VOTE OF THE BOARD OF STEWARDSHIP TRUSTEES HAVE PARTICIPATING CONGREGATION RIGHTS AND DUTIES UNDER THE BYLAWS OF THE ORGANIZATION. PARTICIPATING CONGREGATIONS HAVE THE RIGHT TO APPROVE SUBSTANTIAL CHANGES TO THE MISSION AND PHILOSOPHICAL DIRECTION OF THE ORGANIZATION, APPROVE AMENDMENTS TO THE ARTICLES AND BYLAWS AFFECTING ANY PROVISION GOVERNING THE QUALIFICATIONS, RIGHTS OR RESPONSIBILITIES OF THE PARTICIPATING CONGREGATIONS, SELECT AND REMOVE A PERSON WHO REPRESENTS THAT PARTICIPATING CONGREGATION IN EXERCISING ITS RIGHTS AND DUTIES, PARTICIPATE IN THE DISTRIBUTION OF ASSETS UPON THE DISSOLUTION OF THE ORGANIZATION, PARTICIPATE IN ORGANIZATIONAL ADVOCACY EFFORTS, ENCOURAGE MEMBERS OF THE PARTICIPATING CONGREGATIONS TO PARTICIPATE IN THE MINISTRIES SPONSORED BY THE ORGANIZATION, PARTICIPATE THROUGH THEIR REPRESENTATIVES IN MEETINGS HELD AT LEAST ONCE A YEAR WITH THE BOARD OF STEWARDSHIP TRUSTEES. (SECTION 3.1.1 OF THE BYLAWS OF CATHOLIC HEALTH INITIATIVES). |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE CATHOLIC HEALTH INITIATIVES (CHI) VICE PRESIDENT, LEGAL - TRANSACTIONS AND TAX CONDUCTS A REVIEW OF THE FORM 990 IN A MEETING WITH THE CHI TAX DIRECTOR. AFTER INCORPORATION OF ANY CHANGES RESULTING FROM THIS REVIEW, THE FORM 990 IS PROVIDED TO THE CHI BOARD OF STEWARDSHIP TRUSTEES A WEEK IN ADVANCE OF THE BOARD MEETING AS PART OF THE BOARD PACKET. After the Form 990 is filed with the Internal Revenue Service the VICE PRESIDENT, LEGAL - TRANSACTIONS AND TAX formally presents the Form 990 at a board meeting. UPON CHIEF FINANCIAL OFFICER APPROVAL AND SIGNATURE, THE VICE PRESIDENT, LEGAL - TRANSACTIONS AND TAX FILES THE FINAL FORM 990 AS PROVIDED TO THE BOARD, MAKING ANY NON-SUBSTANTIVE CHANGES NECESSARY IN ORDER TO EFFECT E-FILING. ANY SUCH CHANGES ARE NOT RE-SUBMITTED TO THE BOARD. |
| Form 990, Part VI, Line 12c Conflict of interest policy | Catholic Health Initiatives ("CHI") has a Conflicts of Interest ("COI") policy in place to maintain the integrity of all of its activities. The policy applies to CHI Board of Stewardship Trustees and members of its committees; all board and board committee members of CHI Entities; all CHI employees; all CHI physicians (both employed and non-employed) and all physician administrators and leaders; advanced practice clinicians (both employed and non-employed); and all CHI research personnel (both employed and non-employed). Disclosure, review and management of perceived, potential or actual conflicts of interest are accomplished through a defined COI disclosure process. Each person has a general ongoing obligation to promptly and fully report to his/her direct manager, supervisor, medical staff office, board or board committee chair any situation or circumstance that may create a conflict of interest. The person must report the actual or potential conflict as soon as she/he becomes aware of it. In any situation where the person may be in doubt, a full disclosure should be made to permit an impartial and objective determination. In addition to the general ongoing obligation, there are initial disclosure obligations. The board, board committee members, and new employees are required to make disclosures at the time of their initial hiring/appointment. All non-employed, credentialed or contracted physicians are required to make disclosures at the time of their credentialing and during any subsequent reappointment or recredentialing. All researchers are required to make disclosures upon consideration of affiliation with a research sponsor. In addition to the general ongoing and initial disclosure obligations, there is an annual disclosure obligation. All corporate officers, board and board committee members, employees at the level of manager and above, researchers, supply chain employees, employed physicians, physician administrators and leaders, and employed advanced practice clinicians must complete a new conflict of interest disclosure annually. Disclosures of perceived, potential or actual conflicts involving financial interests are forwarded to the Conflicts of Interest Review Committee ("C-CIRC") or Legal Services Group for review depending on the position of the person involved. The C-CIRC reviews COI questionnaires containing disclosures of perceived or possible conflicts for employees at a level of manager or above, supply chain employees, researchers and physicians, physician administrators and leaders, and advanced practice clinicians (both employed and non-employed). In the determination of a conflict, a COI management plan will be developed for that person. With respect to those audiences for which the C-CIRC has review responsibility, the C-CIRC will facilitate development of any such conflict of interest management plan in collaboration with local CRP staff. A designated CHI Entity staff will be responsible for monitoring the COI management plan and for documenting monitoring activities. At its sole discretion, a CHI Entity may reject a Person's request to enter into the relationship in question, or require the relationship be sufficiently altered to avoid a potential COI. If the C-CIRC determines that there is a potential or actual conflict of interest that does not currently have appropriate controls to address the conflict of interest, it may recommend that the disclosing person be allowed to participate in the activity or transaction subject to restrictions as outlined in the COI management plan. If a Person does not agree with a determination made by the C-CIRC, its interpretation of the Policy or Addenda, or seeks an exemption or exception, the following steps should be followed. The Employee disputing the review decision, interpretation of the Policy, or seeking exemption or exception must present the matter to the Employee's immediate direct manager or supervisor for review and determination. If the Employee and the manager do not agree with the review decision, interpretation of the Policy, or seek exemption or exception, the manager shall consult with the manager's Vice President (or higher if the manager is a Vice President) to reach a determination. If the matter remains unresolved, it shall be referred to the CHI Vice President of Human Resources and the CHI Corporate Responsibility Officer. If they are unable to reach agreement, the matter shall be referred to the CHI General Counsel, whose decision shall be final. Reviews and determinations involving board and board committee members and corporate officers will be the responsibility of the board, board executive committee, or board chair, with guidance from the Legal Services Group (LSG). Annual COI disclosures of all trustee and corporate officers will be reviewed by the CHI Senior Vice President, Legal Services, and General Counsel or his or her designee who will report potential conflicts to the applicable Board Chair. The Board Chair or designee shall make such further investigation of any conflict of interest disclosures as he or she may deem appropriate. If the conflict involves the Board Chair, the Vice Chair will assume the Chair's role. Based on review and evaluation of the relevant facts and circumstances, the Board Chair will make an initial determination as to whether a conflict of interest exists and whether, pursuant to the COI Policy, review and approval or other action by the Board is required. A written record of the Board Chair's determination, including relevant facts and circumstances, will be made. The Board Chair shall then make an appropriate report to the Executive Committee of the Board concerning such review, evaluation and determination. If a difference of opinion exists between the Board Chair and another Trustee as to whether the facts and circumstances of a given situation constitute a conflict of interest or whether Board review and approval or other action is required within the COI Policy, the matter shall be submitted to the Board's Executive Committee, which shall make a final determination as to the matter presented. Such determination, including relevant facts and circumstances, will be reflected in the Executive Committee minutes and will be reported to the Board. When any conflict of interest is considered by the board, the trustee or corporate officer, as appropriate, must disclose all of the material facts to the Board. The trustee shall not vote and the trustee or corporate officer shall not use his or her personal influence on the matter. The trustee or corporate officer shall be excused from the meeting during discussion and vote on the conflict of interest. In reviewing such transactions between CHI or CHI Entities and vendors or other contractors who are, or are affiliated with, Trustees or Corporate Officers, the Board will act as it would in reviewing transactions with unrelated third parties. The transaction is not be approved unless the Board determines that the transaction is fair to CHI or the CHI Entity. The Board must approve the transaction by a majority of the Trustees on the Board, without counting the vote of any individual who has an interest in the transaction. All determinations of conflicts of interest are reported as required by law, regulations, and CHI policy. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | Catholic Health Initiatives (CHI) has a defined compensation philosophy. Both the executive and non-executive compensation structures and ranges are reviewed annually in comparison to market data. CHI uses The Korn Ferry Hay Group as the independent third party to assess executive compensation programs and to ensure the reasonableness of actual salaries and total compensation packages. Compensation of the senior most executives is reviewed annually. The Korn Ferry Hay Group reviews both cash and total compensation for overall reasonableness, for adherence to CHI's compensation philosophy, and for comparability to the not-for-profit healthcare market. This independent review is delivered by the Korn Ferry Hay Group to the HR committee of the CHI Board of Stewardship Trustees annually at their September meeting and minutes are shared with the full board. The last review was September 13, 2016. In addition, Korn Ferry Hay Group completed a comprehensive review of all positions at the level of vice president and above in the fall of 2014 to determine and validate appropriate compensation levels. These levels have been reviewed annually since and revised based on market data, where applicable. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | SEE NARRATIVE FOR FORM 990, PART VI, SECTION B, LINE 15A. |
| Form 990, Part VI, Line 19 Required documents available to the public | CATHOLIC HEALTH INITIATIVES' ARTICLES OF INCORPORATION ARE AVAILABLE ON THE COLORADO SECRETARY OF STATE WEBSITE. CATHOLIC HEALTH INITIATIVES' CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE CHI WEBSITE AT WWW.CATHOLICHEALTHINIT.ORG AND AT WWW.DACBOND.COM. CATHOLIC HEALTH INITIATIVES' BYLAWS AND CONFLICT OF INTEREST POLICY ARE NOT PUBLICLY AVAILABLE. |
| Form 990, Part VII, Section A EXPLANATION OF REASONABLE EFFORTS TO OBTAIN RELATED ORGANIZATION COMP | AN ORGANIZATION IS NOT REQUIRED TO REPORT COMPENSATION FROM A RELATED ORGANIZATION TO A PERSON LISTED ON FORM 990, PART VII, SECTION A IF THE ORGANIZATION IS UNABLE TO SECURE THE INFORMATION ON COMPENSATION PAID BY A RELATED ORGANIZATION AFTER MAKING A REASONABLE EFFORT TO OBTAIN IT. IN THAT CASE, THE ORGANIZATION SHALL REPORT THE EFFORTS UNDERTAKEN ON SCHEDULE O. CATHOLIC HEALTH INITIATIVES (CHI) BELIEVES THAT IT HAS FULLY DISCLOSED ALL COMPENSATION PAID BY RELATED ORGANIZATIONS TO THE INDIVIDUALS LISTED ON SCHEDULE J. HOWEVER, IN THE EVENT THAT ANY RELATED PARTY COMPENSATION HAS BEEN INADVERTENTLY EXCLUDED, CHI OFFERS THE FOLLOWING INFORMATION CONCERNING REASONABLE EFFORTS: CHI PERFORMED A COMPREHENSIVE REVIEW OF THE COMPENSATION PAID BY EACH ORGANIZATION WITHIN THE CHI FAMILY AS FOLLOWS: EACH CHI LEGAL ENTITY PROVIDED A LIST OF ITS OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES AND ESTIMATED TOP TEN HIGHEST PAID EMPLOYEES. THIS INFORMATION WAS PROVIDED TO VARIOUS DEPARTMENTS INCLUDING, CHI'S CENTRALIZED ACCOUNTS PAYABLE SERVICE CENTER, CENTRALIZED PAYROLL CENTER AND BENEFITS COORDINATOR. EACH DEPARTMENT PROVIDED A REPORT REFLECTING THE AMOUNT PAID TO EACH REPORTABLE INDIVIDUAL BY PAYOR-ENTITY. EACH REPORTABLE INDIVIDUAL RECEIVED A REPORT REFLECTING THEIR COMPENSATION AS IT WILL BE REPORTED ON THE FORM 990 (INCLUDING COMPENSATION PAID BY RELATED ORGANIZATIONS) AND WERE ASKED TO VERIFY THE ACCURACY OF THE INFORMATION. |
| Form 990, Part VIII, Line 2f Other Program Service Revenue | Other Program Service Revenue - Total Revenue: 44146, Related or Exempt Function Revenue: 44146, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part VIII, Line 11d Other Miscellaneous Revenue | Other Miscellaneous Revenue - Total Revenue: 1164109, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 1164109; |
| Form 990, Part IX, Line 11g Other Fees | Purchased Svcs - Collection Fees - Total Expense: 319291, Program Service Expense: , Management and General Expenses: 319291, Fundraising Expenses: ; Purchased Svcs - Other - Total Expense: XXX-XX-XXXX, Program Service Expense: 2470893, Management and General Expenses: XXX-XX-XXXX, Fundraising Expenses: ; Purchased Svcs - Rev Cycle - Total Expense: XXX-XX-XXXX, Program Service Expense: , Management and General Expenses: XXX-XX-XXXX, Fundraising Expenses: ; Consulting - Clinical - Total Expense: 129889, Program Service Expense: , Management and General Expenses: 129889, Fundraising Expenses: ; Consulting - Administrative - Total Expense: 7465352, Program Service Expense: 169273, Management and General Expenses: 7296079, Fundraising Expenses: ; Consulting - Strategic Planning - Total Expense: 155786, Program Service Expense: , Management and General Expenses: 155786, Fundraising Expenses: ; Consulting - Other - Total Expense: 18388297, Program Service Expense: 1485336, Management and General Expenses: 16902961, Fundraising Expenses: ; Contract Labor - AIMS - Total Expense: 2860, Program Service Expense: 2860, Management and General Expenses: , Fundraising Expenses: ; Contract Labor - Other - Total Expense: 26922261, Program Service Expense: 19652, Management and General Expenses: 26902609, Fundraising Expenses: ; Purchased Svcs-IT Managed Services - Total Expense: 86116481, Program Service Expense: , Management and General Expenses: 86116481, Fundraising Expenses: ; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Capital Resource Pool Contributions - 52291854; Equity Transfers to/from affiliates - -XXX-XX-XXXX; Pension Adjustment - -XXX-XX-XXXX; Returned Grants - 37495; CHIPS NCI - 1857000; |
| FORM 990, PART III, LINE 4 STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS CONTINUATION | St. Francis Medical Center, Breckenridge, Minnesota St. Francis Medical Center continues to live the legacy of giving back to the community we serve, as begun by the sisters who founded us over 117 years ago. In fiscal year 2016, St. Francis donated over $1,516,000 in total community benefit. In conjunction with her sister corporations, St. Francis Home, AppleTree Court, and the Healthcare and Wellness Foundation, that total is in excess of $1,551,500, which provides a significant impact to the communities we serve. Community Outreach For the Poor Prescription Drug Program - St. Francis Medical Center provides prescription medications to persons who have no means to procure those medications. Provision of these medications helps the recipients to recover more quickly from their illnesses, better manage chronic conditions, and avoid costly hospitalizations and interventions. In fiscal year 2016, prescription drugs (valued at $2,330) were provided to 26 low-income, elderly, and/or uninsured individuals. St. Francis subsidizes the cost of Anesthesia services in order to provide 24-hr on call coverage in our area. Approximately 1,043 people were benefited at a cost of $188,101 throughout the fiscal year. St. Francis partnered with the local Rotary Club to provide blood tests as a screen for those in the community who would not have preventative services covered by their insurance. A nominal fee was paid by each participant to cover the costs of the reagents. However, staff time, advertising, postage, etc. was not covered by the fee. Over 200 people participated in the screenings held in the Spring and the Fall. As St. Francis receives new and updated equipment and supplies, we then donate the replaced items for use in other health care settings. Recipients include HERO's, based in Fargo, ND, which is a medical redistribution company, that provides low-income individuals and medical mission trips with supplies and equipment. In addition, some items were donated to local colleges to assist with their health career training programs. Equipment and supplies valued at over $19,000 were donated during fiscal year 2016. CHI ST. JOSEPH CHILDREN'S HEALTH, Lancaster, Pennsylvania CHI St. Joseph Children's Health provides dental and behavioral health services to economically disadvantaged children, those who are Medicaid, and those who are not covered by insurance. COMMUNITY INITIATIVES SJCH ACTS AS AN ADVOCATE ON BEHALF OF ECONOMICALLY DISADVANTAGED CHILDREN OF LANCASTER COUNTY. IT WORKS WITH LOCAL, STATE, AND NATIONAL OFFICIALS AS WELL AS OTHER COMMUNITY ORGANIZATIONS TO PURSUE INITIATIVES THAT WILL INCREASE ACCESS TO HEALTH CARE WITHIN THE COUNTY. AS PART OF THIS EFFORT SJHM PROVIDED SUPPORT THROUGH A COMMUNITY-DRIVEN GRANT PROGRAM TO ORGANIZATIONS WORKING TO ENHANCE CHILDREN'S HEALTH AND WELL-BEING IN THE LANCASTER COMMUNITY. SJCH PROVIDES CLASSROOM AND COMMUNITY CHILDREN'S HEALTH EDUCATION. WHILE THE PROGRAM IS EXPANDING TO INCLUDE OTHER HEALTH NEEDS, FY2016 EFFORTS FOCUSED UPON ORAL HEALTH EDUCATION AND PROGRAMMING. PROGRAMMING WAS PROVIDED TO CHILDREN FROM PRE-SCHOOL THROUGH GRADE 6.THE INSTRUCTIONS FOR THE COURSE EMPHASIZED PREVENTIVE ORAL HEALTH AT AN AGE LEVEL THAT WAS APPROPRIATE TO THE AUDIENCE. STUDENTS LEARNED THROUGH GROUP DISCUSSIONS AS WELL AS THROUGH PARTICIPATION AT FOUR ACTIVITY STATIONS. IN TOTAL, OVER 10,000 CHILDREN WERE TAUGHT THROUGH THE CLASSROOM AND COMMUNITY EDUCATION SESSIONS. Flaget Memorial Hospital, Bardstown, Kentucky Community Outreach for the Poor Enrollment Assistance - Medical Eligibility Counselors Flaget Memorial Hospital employs medical eligibility counselors to assist individuals who need help enrolling in Kentucky's state-wide expansion programs. They assist patients/community members in navigating and applying for public medical programs. This year, 1,167 individuals were assisted by staff at an expense of $109,407. Nelson County Community Clinic The Nelson County Community Clinic is a vital safety net for Nelson County residents who are employed, but have no health insurance. Income-eligible residents have access to an array of free services, including medical care, basic dental care, lab tests, eye exams and free medications. Many volunteers who serve at the clinic are Flaget Memorial employees. The clinic was started in 2006 with a $278,000 grant from Catholic Health Initiative's Mission and Ministry Fund. Flaget Memorial donated $12,500 to the Nelson County Community Clinic in FY 2016. Prescription Assistance Program Flaget Memorial partners with the Nelson County Community Clinic to help people who otherwise could not afford to pay for their prescription medications. By utilizing the assistance options through pharmaceutical companies, the program is able to ensure patients get the medications they need at no cost. This enables the patients to better manage their health and avoid unnecessary visits to the emergency department. Flaget Memorial donates $2,500 each year to assist in covering overhead costs. Donation of Equipment/Supplies Flaget Memorial Hospital partners with Louisville based Supplies Over Seas (SOS), which offers an environmentally-friendly and cost-effective way of dealing with surplus medical products while simultaneously helping people in desperate need. SOS relies on these product donations to supply their qualified recipient institutions in the economically developing world as well as local clinics and individuals traveling on mission trips out of the country. This year Flaget Memorial Hospital donated $71,417 of materials and equipment. Food Drive Flaget Memorial Hospital has an annual department food drive competition with all food items going to St. Vincent DePaul Food Pantry. Christmas Adopt-a-Family Each year hospital departments adopt families from the local "community action" to help provide gifts to families in need. Through addressing these basic human needs, Flaget Memorial Hospital provided services totaling $3,761,573 to support poor and indigent patients. CHI St. Joseph's Health, Park Rapids, Minnesota Community Outreach for the Poor Community Dental Clinic Our Community Dental Clinic provides dental care to the publicly funded populations throughout north central Minnesota. This past year, they provided 6,090 dental visits. The "Give Kids a Smile" day provided hygiene and exams to 92 children, and the clinic also provided dental education and dental screenings to an additional 78 children. Healthy Families-Healthy Homes The Healthy Families-Healthy Homes was developed to address the needs of at-risk mothers and children living in our county. The program includes prenatal education, parenting education and support. CHI St. Joseph's Health provides the oversight of the grants and the additional funding for this program. Temporary Assistance for Needy Families (TANF) This non-medical home visiting program is partially funded by grant dollars. CHI St. Joseph's Health has worked to expand the number of families served through the TANF program which focuses on family violence prevention and child abuse prevention. Weekly home visits are made to at-risk families by a trained family home visitor to provide parenting education. Families are visited until the child reaches three years of age. Immunization Clinics Vaccinations are one of the most effective ways to prevent disease and also one of the most cost efficient medical interventions available. We offer low cost or free vaccinations to eligible children from birth to age 19 through our participating schools. Annual flu shot clinics are provided to area businesses. Minnesota Care Outreach CHI St. Joseph's Health provides outreach to uninsured individuals in our service area. We assist them in the enrollment to Minnesota Care or makes referrals for other insurance services. CHI St. Joseph's Health has been certified as an MNCAA agent (Minnesota Community Application Agent) since 2010 to help assist eligible patients with their Medical Assistance applications. Transportation CHI St. Joseph's Health will pay the cost of transportation home from the emergency department or the hospital to individuals that have no options for a ride home. Free Mammography Services CHI St. Joseph's Health provides mammograms at no cost to eligible women enrolled in the Sage Program through the Minnesota Department of Health. Violence Prevention CHI St. Joseph's Health implemented programs for violence prevention. This programming has centered on mentoring, the promotion of fatherhood and on family resources in the community. |
| FORM 990, PART III, LINE 4 STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS CONTINUATION | Mercy Medical Center-Centerville, Centerville, Iowa Community Outreach for the Poor Senior Transportation The hospital sponsors a community bus 4 days per week which provides free transportation to medical appointments or general errands for the elderly and others with low income who are unable to drive or have no one to transport them. Medical Eligibility & Counseling Services Provide dedicated person to assist uninsured and underinsured patient's with links to health care services and government programs. Operation Santa Hotline Provide and maintain a hotline for Operation Santa, a non-profit community group who gives food and presents to local families living in poverty. |
| Software ID: | 15000238 |
| Software Version: | 2015v3.0 |