Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 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) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 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) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (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) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (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) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (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 2019 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-2019 |
(iii) Distributable Amount for 2019 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2019 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2019: | ||||
| a From 2014....... | ||||
| b From 2015....... | ||||
| c From 2016....... | ||||
| d From 2017....... | ||||
| e From 2018....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2019 distributable amount | ||||
|
i
Carryover from 2014 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2019 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2019 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2020. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2015..... | ||||
| b Excess from 2016..... | ||||
| c Excess from 2017..... | ||||
| d Excess from 2018..... | ||||
| e Excess from 2019..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| Schedule A, Part IV, Section A, Line 1 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 IV, Section A, Line 2 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, it 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. |
| Schedule A, Part IV, Section B, Line 2 Benefit Of Supp. Org. Other Than The One Operating The Org. | The organization operates exclusively to support or benefit its publicly supported organization by supporting organizations, other than a private foundation, which are described in section 501(c)(3) and are operated, supervised, or controlled directly by or in connection with such publicly supported organizations, or which is described in section 511(a)(2)(B). No part of the organization's activities is in furtherance of a purpose other than supporting or benefiting one or more specified publicly supported organizations. |
| Software ID: | 17005876 |
| Software Version: | 2017v2.2 |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| 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 2018 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. ST. FRANCIS MEDICAL CENTER, Breckenridge, Minnesota: Community outreach for the low income included A 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 2018, prescription drugs (valued at $2,300) were provided to 15 low-income, elderly, and/or uninsured individuals. Community Outreach for the Broader Community included Subsidized Health Services - St. Francis is the sole provider for several needed health services in our community. Milnor Clinic is a rural health clinic located in Southeast North Dakota, 40 miles west of Breckenridge. Clinic services are provided to a medically underserved community through a Nurse Practitioner. Approximately 465 patient visits were conducted during fiscal year 2018 at a net cost of $194,869. The Hope Unit provides outpatient psychiatric, psychological, and substance use disorder treatment services to help address the behavioral health needs of the community. Wilkin County has been designated as a mental health provider shortage area, and the Hope Unit staffs the only psychiatrist in the community. Despite these unmet mental health needs, the Hope Unit conducted 3,612 patient encounters during fiscal year 2018 at a net cost of $104,974. St. Francis has also contracted to provide e-psychiatry services in the acute care area for emergency consults. Total Financial Assistance Provided for the Year ended June 30, 2018: $296,443 Total Medicaid Provided for the Year ended June 30, 2018: $919,691 CHI St. Joseph's Children, Albuquerque, New Mexico: Community outreach for the low income included: 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 outcomes-based models (First Born, Partners for a Healthy Baby) that have 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 Effect. The net benefit provided to the community by this program during fiscal year 2018 was $3,068,672 and included 10,206 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 2018 the enhanced referral program provided a net benefit of $399,106 to the community and resulted in 6,847 community 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 $28,549 and yielded 900 community contacts. CHI Lakewood Health, Baudette, Minnesota: Community Outreach for the Broader Community included THE FOLLOWING: Lakewood Health sponsors and provides support for development and maintaining an Alzheimer's support group in Lake of the Woods County and surrounding area. 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 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. 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. The Diabetes Resource Center offered "PreventT2!--Individuals and Communities Acting Now to Prevent Diabetes" a 16 week program (classes started November 2009 and continue) offered to those who meet screening criteria. The "PreventT2!" program has been adapted from the Diabetes Prevention Program (DPP). The DPP is an evidenced-based lifestyle change program focused on diet and exercise. The original DPP showed a 60% reduction in risk for diabetes when participants made lifestyle changes related to food choices and exercise. Total Financial Assistance Provided for the Year ended June 30, 2018: $50,877 Total Medicaid SHORTFALLS Provided for the Year ended June 30, 2018: $1,176,194 House of Mercy, Des Moines, Iowa: One example of Mercy's commitment to unmet needs exists in the House of Mercy. Initially developed to provide safe and supportive housing for vulnerable women and their children, the House of Mercy is now one of Iowa's largest providers of transitional housing and clinical services for parenting women with addiction. The House of Mercy is dedicated to assisting pregnant, parenting/non-parenting, and adolescent/adult women in developing personal responsibility and independence through counseling, education, and medical care in collaboration with other caring individuals. It is home to 11 vital human service and health care related programs and, on average, houses nearly 170 women and children in the residential treatment program. During their stay, women gain the skills they need to live independently, deal with addiction, overcome the effects of trauma and effectively parent their children. Mercy Medical Center-Centerville: Community Outreach for the Poor included: Senior Transportation. The hospital sponsors a community bus 5 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. Other programs included: Medical Eligibility & Counseling Services: Provide dedicated person to assist uninsured and underinsured patient's with links to health care services and government programs. Community Outreach for the Broader Community: Alzheimer's Support Group: Mercy holds a monthly Alzheimer's support group to meet the growing needs of the elderly facing Alzheimer's and those who are providing care to them in the home. The group has both a morning and evening session for the convenience of caregivers. The hospital provided facilities once a week throughout the year to narcotics anonymous, allowing the group a safe and confidential environment to assist and support recovery OF ITS MEMBERS. Mercy was a lead sponsor and participant in the Appanoose County Healthy Kids Fair. The kids fair targeted youth and families promoting good health habits, hygiene, nutrition and exercise for kids. Mercy provided free athletic coverage at community school-sponsored athletic events - football and baseball. Includes screening, evaluating and treating injuries. Total Financial Assistance Provided for the Year ended June 30, 2018: $269,762 |
| 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 WITHIN A DEFINED MARKET AREA. TO 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. THE COST SAVINGS ACHIEVED THROUGH CHI'S CENTRALIZATION ENABLES MBOS TO DEDICATE ADDITIONAL RESOURCES TO DELIVERY OF HIGH-QUALITY HEALTH CARE AND COMMUNITY OUTREACH SERVICES TO THE MOST VULNERABLE MEMBERS OF OUR SOCIETY. THE CHI MISSION AND MINISTRY FUND PROVIDED $5.2 MILLION IN GRANTS (PLUS $4.1 MILLION TO SUPPORT THE RECIPIENTS OF MULTI-YEAR FUNDING) DURING FISCAL YEAR 2018 TO BUILD HEALTHY COMMUNITIES IN THE UNITED STATES AND INTERNATIONALLY. DURING THE PAST 22 YEARS 525 GRANTS HAVE BEEN AWARDED FOR MORE THAN $84 MILLION. SINCE 2009 THE MISSION AND MINISTRY FUND ALLOCATED $22.4 MILLION ($2.9 MILLION IN FISCAL YEAR 2018) IN GRANTS TO REDUCE VIOLENCE IN THE COMMUNITIES CHI SERVES. CHI DIRECTLY INVESTS IN THE COMMUNITIES IT SERVES THROUGH CHI'S DIRECT COMMUNITY INVESTMENT PROGRAM WHICH HAS PROVIDED $54.2 MILLION IN LOW INTEREST LOANS TO ORGANIZATIONS THAT GIVE DISADVANTAGED POPULATIONS ACCESS TO JOBS, HOUSING, EDUCATION AND HEALTH CARE. REPORTING ACROSS THE SYSTEM: THE CHI FAITH-BASED SYSTEM OPERATES IN 18 STATES AND COMPRISES 100 HOSPITALS, INCLUDING TWO ACADEMIC HEALTH CENTERS, MAJOR TEACHING HOSPITALS AS WELL AS 29 CRITICAL-ACCESS FACILITIES; COMMUNITY HEALTH-SERVICES ORGANIZATIONS; ACCREDITED NURSING COLLEGES; HOME-HEALTH AGENCIES; SENIOR LIVING COMMUNITIES; AND OTHER FACILITIES AND SERVICES THAT SPAN THE INPATIENT AND OUTPATIENT CONTINUUM OF CARE. IN FISCAL YEAR 2018, CHI PROVIDED MORE THAN $1.1 BILLION IN FINANCIAL ASSISTANCE AND COMMUNITY BENEFIT FOR PROGRAMS AND SERVICES FOR THE POOR, FREE CLINICS, EDUCATION AND RESEARCH. FINANCIAL ASSISTANCE AND COMMUNITY BENEFIT TOTALED MORE THAN $2.0 BILLION WITH THE INCLUSION OF THE UNPAID COSTS OF MEDICARE. THE HEALTH SYSTEM, WHICH GENERATED OPERATING REVENUES OF $14.98 BILLION IN FISCAL YEAR 2018, HAS TOTAL ASSETS OF APPROXIMATELY $20.6 BILLION. CHI HEALTHCARE FACILITIES PROVIDED 10.9 MILLION PHYSICIAN AND PRACTICE CLINICIAN VISITS, 464,717 ACUTE CARE ADMISSIONS, 2.1 MILLION OUTPATIENT EMERGENCY VISITS, 5.4 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. |
| 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; AND (4) RETURNS OF CAPITAL, ALLOCATIONS, AND DISTRIBUTIONS MUST BE MADE IN PROPORTION TO THE PARTNERS' RESPECTIVE OWNERSHIP INTERESTS. ANY JOINT VENTURE AGREEMENTS THAT DO NOT CONFORM TO THE MODEL AGREEMENT ARE GENERALLY REVIEWED BY COUNSEL. |
| Form 990, Part VI, Line 12c Conflict of Interest Policy | c. Board Evaluation of Non-Transactional Conflicts i. The Board carefully reviews and scrutinizes any non-transactional conflict of interest (e.g., disclosure of nonpublic information, competition with CHI or a CHI Entity, failure to disclose a corporate opportunity, excessive gifts or entertainment, etc.). ii. In such circumstances, by a majority vote of the disinterested Trustees, the Board takes whatever action is deemed appropriate with respect to the Trustee or Corporate Officer under the circumstances (including possible disciplinary or corrective action) to best protect the interests of CHI or the CHI Entity. The Board is encouraged to consult with the General Counsel of CHI or his or her designee when considering disciplinary or corrective action. iii. The conflicted Trustee or Corporate Officer is not permitted to use his or her personal influence with respect to the conflict matter. However, if requested, such Trustee or Corporate Officer is not prevented from briefly stating his or her position in the matter, nor from answering pertinent questions from Trustees, as his or her knowledge may be relevant. The Trustee or Corporate Officer is excused from the meeting during discussion and vote on the conflict of interest. d. Record of Proceedings: With respect to Board member and Officer conflicts of interest, minutes of the Board are expected to reflect the identity of the individual making the disclosure, the nature of the disclosure, discussion regarding any proposed transaction, the decision made by the Board, and that the interested Trustee or Corporate Officer was excused during the discussion, and that the interested Trustee abstained from voting. D. Conflicts Reporting: All conflicts of interest are reported by CHI as required by law, regulations, and CHI policy. |
| 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 BOARD 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 HAS AND MAY EXERCISE ITS 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 ARE CONSISTENT WITH AND NOT CONFLICT WITH ANY ACTIONS OR POLICIES OF THE BOARD OF STEWARDSHIP TRUSTEES, THE BYLAWS, OR APPLICABLE LAW. THE EXECUTIVE COMMITTEE KEEPS REGULAR MINUTES OF ITS PROCEEDINGS AND REPORTS THE SAME TO THE BOARD OF STEWARDSHIP TRUSTEES ITS NEXT REGULAR OR ANNUAL MEETING. |
| 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 FORM 990 IS REVIEWED BY THE (CHI) VICE PRESIDENT, LEGAL - TRANSACTIONS AND TAX, AND RELEVANT SECTIONS OF THE RETURN ARE ALSO REVIEWED BY VARIOUS INDIVIDUALS INCLUDING THE CHI NATIONAL Vice President Human Resources, AND CHI National Director Executive Compensation. AFTER INCORPORATING ANY CHANGES RESULTING FROM THESE REVIEWS, THE FORM 990 IS PROVIDED TO THE CHI BOARD OF STEWARDSHIP TRUSTEES THROUGH THE ELECTRONIC BOARD PACKET PRIOR TO FILING THE RETURN. UPON RECIPT OF APPROVAL AND SIGNATURE FROM THE SENIOR EXECUTIVE VICE PRESIDENT CORPORATE AFFAIRS AND CHIEF LEGAL OFFICER, 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 (the "Policy") in place to maintain the integrity of its activities. The Policy applies to the following Persons: members of the CHI Board of Stewardship Trustees and its committees; members of any CHI direct affiliate or subsidiary (each a CHI Entity) board and their committees; employees of CHI Entities, and all CHI Researchers (as defined in the policy). Disclosure, review and management of perceived, potential or actual conflicts of interest are accomplished through a defined COI disclosure review process. A. Disclosure Obligations: 1. Ongoing: Each Person is required to promptly and fully disclose 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 disclose the actual or potential conflict as soon as she/he becomes aware of it. In any situation in which the person is in doubt it is expected that full disclosure be made to permit an impartial and objective determination as to the existence of a conflict. 2. Periodic Written - In addition to the ongoing disclosure obligation, periodic written conflict of interest disclosure Forms must be completed as follows: A) Initially: 1) Upon Hiring (Employees), 2) Appointment (Board / Committee members), 3) Upon consideration of affiliation with research sponsor (Researchers) B) Annually: 1) Board / committee members 2) Employees at the level vice president or above 3) Researchers 4) Supply Chain Employees at the level of vice president and above and those employees involved in contracting regardless of employment level 5) Other employees as determined by CHI leadership. 3. Failure to Disclose - An individual who fails to disclose a perceived, potential, or actual conflict of interest, or all material facts surrounding an actual or potential conflict or fails to abide by the final decision regarding the conflict may be subject to disciplinary or corrective actions such as termination of employment, removal from a board or committee, loss or restriction of clinical privileges, or restrictions on research activities in accordance with applicable laws, regulations, rules, contracts, and bylaws, etc. B. Conflicts Review: 1. No disclosed Conflicts - In the absence of perceived, potential or actual conflicts of interest, no follow-up conflicts review is required or performed. 2. Disclosure of perceived, potential or actual conflicts - a. Are initially reviewed by national or regional legal or corporate responsibility team members (depending upon the role of the individual disclosing the actual or potential conflict) to determine whether an actual or potential for a conflict may exist. b. If it is determined that a potential or actual conflict may exist, i. In the case of Board or Committee Members or Officers, issues are elevated to the Executive Committee of the Board or Board Chair. ii. In the case of other Persons, conflicts issues are elevated to the Conflicts of Interest Review Committee ("C-CIRC"). C. Conflicts Determination and Management: 1. Matters elevated to C-CIRC - a. The C-CIRC determines whether a disclosed or otherwise identified interest is a conflict of interest. If the C-CIRC determines that a COI exists, and adequate controls are not in place to mitigate the conflict, the C-CIRC facilitates development of a COI management plan designed to mitigate the conflict. Designated CHI Entity staff are responsible for monitoring the COI management plan and for documenting monitoring activities. Notwithstanding the foregoing, 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 conflict of interest. b. Appeal - If a Person does not agree with a determination made by the C-CIRC, its interpretation of the COI Policy, still seeks an exemption or exception, or seeks further clarification of the C-CIRC's decision, the individual may appeal the decision through his or her manager for reconsideration by the C-CIRC, and the C-CIRC will review and issue a final determination based upon any new or additional information presented. 2. Matters elevated to the Executive Committee or Board Chair - a. Determination of existence of Conflict - i. The Board Chair or his or her designee performs any 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 assumes the Chair's role outlined in the COI Policy. Based on review and evaluation of the relevant facts and circumstances, the Board Chair makes 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, is made. The Board Chair then makes an appropriate report to the Executive Committee of the Board concerning the COI 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 under the COI Policy, the matter is submitted to the Board's Executive Committee, which makes a final determination as to the matter presented. That determination, including relevant facts and circumstances, is reflected in the Executive Committee minutes and is reported to the Board. b. Board Evaluation of Transactions involving an Officer / Board Member Conflict of Interest - i. The Board carefully scrutinizes and must in good faith approve or disapprove any transaction in which CHI or a CHI Entity is a party and in which the Trustee or a Corporate Officer either: 1. Has a material financial interest; or 2. Is a Trustee or Corporate Officer of the other party (other than a CHI-affiliated organization). ii. The Board must approve the transaction by a majority of the Trustees on the Board, (not counting any interested trustee). 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 acts no more or less favorably than it would in reviewing transactions with unrelated third parties. The transaction is not approved unless the Board determines that the transaction is fair to CHI or the CHI Entity. iii. A conflicted Trustee or Corporate Officer is not permitted to use his or her personal influence with respect to the approval or disapproval of the conflicted transaction. However, if requested, such Trustee or Corporate Officer is not prevented from briefly stating his or her position in the matter, nor from answering pertinent questions from Trustees, as his or her knowledge may be relevant. The Trustee or Corporate Officer is excused from the meeting during discussion and vote on the conflict of interest. |
| 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 11, 2017. 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.CATHOLICHEALTHINITIATIVES.ORG. 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 that individual's 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 11d Other Miscellaneous Revenue | Other Miscellaneous Revenue - Total Revenue: 737728, Related or Exempt Function Revenue: , Unrelated Business Revenue: 78978, Revenue Excluded from Tax Under Sections 512, 513, or 514: 658750; |
| Form 990, Part IX, Line 11g Other Fees | Purchased Services - Total Expense: XXX-XX-XXXX, Program Service Expense: 76723070, Management and General Expenses: XXX-XX-XXXX, Fundraising Expenses: ; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Capital Resource Pool Contributions - 87418594; Equity Transfers to/from affiliates - -XXX-XX-XXXX; Pension Adjustment - 95815740; Returned Grants - 2025604; Dissolution of CHI PSO, LLC - 39406; |
| FORM 990, PART III, LINE 4 STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS CONTINUATION | CHI St. Alexius Health Devil's Lake Hospital, Devils Lake, North Dakota: Community Outreach for the Poor included: medical eligibility and counseling services to provide dedicated person to assist uninsured and underinsured patient's with links to health care services and government programs. Other programs included a variety of education programs FOR the community at large for reduced or no charge to the recipient. Programs include: prepared childbirth, grief issues, unsafe lifestyle choices, advance directives, women's health, suicide prevention, strength training, and participation in many community health fairs. Cardiac recovery for the post cardiac patient is a goal of Mercy Hospital's cardiac exercise program maintained by the Cardiac Rehab Department. All cardiac patients under the care of Mercy Hospital's medical staff are eligible for our exercise program for a nominal monthly fee. Other patients with specific disease states are also eligible for this service and routinely participate. The incidence of pediatric admissions, particularly for newborns, has been reduced by the home breast feeding instruction program originally funded by the Sisters of Mercy of Omaha. The "Baby and I" program provides in-house instruction to mothers on the benefits of and proper techniques for breast-feeding. Follow up visits at home with the mother are conducted to provide assurance and continuity of care to the mother and infant. A support group also meets weekly to provide further support and enhance the benefits of breast-feeding. Total Financial Assistance Provided for the Year ended June 30, 2018: $497,994 CHI Franciscan Health St Elizabeth Hospital, Enumclaw, Washington: CHI Franciscan opens our facilities and hosts numerous groups and classes with donated space and classes open to all in our communities. CHI Franciscan sponsors support groups around grief, heart failure, stroke, cancer, substance use recovery, and more. CHI Franciscan provides significant financial contributions to non-profit organizations in our community that promote the health and well-being of our communities. This includes major participation and sponsorship in the American Heart Association, Bras for a Cause at St Elizabeth Hospital, Relay for Life and more. All CHI Franciscan facilities participate in and contribute to our local United Way affiliates to achieve their goal of supporting residents. Total Financial Assistance Provided for the Year ended June 30, 2018: $476,883 CHI St. Gabriel's Health, Little Falls, Minnesota: Community Outreach for the Poor included: Translation Services - One area that has shown continued growth as the community has become more diverse, has seen the increased need for translation services. In 2010, the amount spent for providing translation services was approximately $8,500, which has increased to approximately $28,387 in 2013 (an increase of over 300%) and was $30,629 (nearly 400% since 2010) in FY 2014 and slightly decreased to $24,473 in FY2015. In FY2017, the amount was $35,265. In FY2018, the amount was $29,389. Other programs included: Community Financial Application Assistance - UNITY FAMILY HEALTHCARE financial assistance counselors assist individuals in filling out the paperwork to acquire financial assistance in paying for their medical bills. In 2018 the total number of individuals who received this assistance was 870 and the dollar value of this assistance was $81,563. The amount of assistance has been increasing due to a number of factors influencing their ability to pay their medical bills. Total Financial Assistance Provided for the Year ended June 30, 2018: $733,086 Total Medicaid Provided for the Year ended June 30, 2018: $489,266 CHI St. Vincent Morrilton, Morrilton, Arkansas: Community outreach for the poor included: Vincent Morrilton provides free medications to patients in need at discharge. St. Vincent Morrilton also donated food packets and meals for those who could not afford TO PURCHASE FOOD. St. Vincent Morrilton regularly participates in community outreach health fair for local business in the area. The senior center also holds a health fair for members of the community. St. Vincent Morrilton provided blood glucose checks and various information regarding services at the hospital. Typically, this event reaches about 200 people each year. St. Vincent Morrilton offers a program that provides assistance with legal issues that impact health, in partnership with AR Legal Aid. In fiscal year 2018 this program served 99 persons form the greater Morrilton area. In addition, St. Vincent Morrilton also offers financial counseling and services. Total Financial Assistance Provided for the Year ended June 30, 2018: $1,124,509 Total Medicaid Provided for the Year ended June 30, 2018: $4,265,982 |
| FORM 990, PART III, LINE 4 STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS CONTINUATION | CHI St. Joseph's Health, Park Rapids, Minnesota: Community Outreach for the Poor included: Our Community Dental Clinic provides dental care to the publicly funded populations throughout north central Minnesota. This past year, they provided 6,091 dental visits. The "Give Kids a Smile" day provided oral screening, fluoride varnish, and dental education to 65 children. Other programs included: * Our Family Home Visiting Program (ebhv) addresses the needs of at-risk mothers, children, and families living in our county. The program includes prenatal education, parenting education and support. The Temporary Assistance for Needy Families and Evidence Based Home Visiting Grants provide support for this programming, and CHI St. Joseph's Health provides the oversight of the grants and the additional funding for this program. CHI St. Joseph's Health has worked to expand the number of families served through the TANF and EBHV program which focuses on parenting, family violence prevention and child abuse prevention, using an evidence-based curriculum. 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. * Annual flu shot clinics are provided to area businesses, and we provide free flu immunizations to qualifying children at area schools. Through Child and Teen Checkup outreach, we provide referrals for families in need of low or no-cost childhood immunizations. * CHI St. Joseph's Health provides outreach to uninsured individuals in our service area. We assist them in the enrollment to Minnesota Care or make 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. * 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. * CHI St. Joseph's Health provides mammograms at no cost to eligible women enrolled in the Sage Program through the Minnesota Department of Health. Total Financial Assistance Provided for the Year ended June 30, 2018: $293,178 Total Medicaid Provided for the Year ended June 30, 2018: $223,433 CHI St. Anthony Hospital, Pendleton, Oregon: Community Outreach for the Poor included: * Care Rides: SAH collaborates with the City of Pendleton by paying for one quarter of the cost of transportation for low-income patients in the community. This is to help ensure that this population has easy access to health care. Without it over three thousand rides would not have been provided, and many may have hesitated to address their needs in a timely manner, increasing the cost of care for all. * Salvation Army Meals: SAH partners with the Salvation Army and other faith community members to provide meals for the poor at the Salvation Army facility. Approximately 23 thousand meals are served at this site annually. Although the economy continues to improve, and the number of meals needed have slowly dissipated over the years the need is still great. For many households the noon sALVATION aRMY meal that is provided is the only real substance that they get throughout the day. * Pioneer Relief Nursery (prn). SAH provides supplies, utilities and free space for Pioneer Relief Nursery. The nursery provides respite childcare and training to parents who have challenges with childcare (which is a chronic unmet need). Its goal is to prevent child abuse and neglect in Umatilla County through intensive family support. They address the cycle of child abuse and neglect by providing therapeutic early childhood classrooms, parenting education, planned respite and comprehensive family support. PRN utilizes research-based strategies to help families build skills to cope with the stresses of raising children in families with risk factors such as poverty, substance abuse, domestic violence and isolation. Community Outreach for the Broader Community included: * Hospice Care: St. Anthony Hospice, as a part of its care of the terminally ill and their families, provides training and support of hospice volunteers. It also provides bereavement follow up and grief support groups for those grieving the loss of a loved one. * Flu Shot Clinic: SAH provides flu shots free to the public each fall. This service helps prevent possible flu epidemics, which could lead to compromised health problems and or death. * Childbirth Class Series: SAH provideS five-week series, offered six times a year. These classes cover all kinds of issues surrounding childbirth including breathing techniques, pain management, vaginal birth, and cesarean birth. They can help prepare parents for many aspects of childbirth: for the changes that pregnancy brings, for labor and delivery, and for parenting once your baby is born. These are the only classes of this kind offered in the area. Participants often come from outside the immediate area to take the classes. Total Financial Assistance Provided for the Year ended June 30, 2018: $752,765 |
| Software ID: | 17005876 |
| Software Version: | 2017v2.2 |