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 | |||||
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Total |
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Calendar year
(or fiscal year beginning in)
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(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (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) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (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) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 559,716 | 22,718,346 | 1,851,701 | 1,303,371 | 700,981 | 27,134,115 |
| 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 | 134,967,240 | 125,530,765 | 131,586,738 | 90,970,714 | 9,616,455 | 492,671,912 |
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | 0 | 0 | 0 | 0 | 0 | 0 |
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | 0 | 0 | 0 | 0 | 0 | 0 |
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | 0 | 0 | 0 | 0 | 0 | 0 |
| 6 | Total. Add lines 1 through 5 | 135,526,956 | 148,249,111 | 133,438,439 | 92,274,085 | 10,317,436 | 519,806,027 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | 0 | 0 | 0 | 0 | 0 | 0 |
| 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. | 0 | 0 | 0 | 0 | 0 | 0 |
| c | Add lines 7a and 7b.. | 0 | 0 | 0 | 0 | 0 | 0 |
| 8 | Public support. (Subtract line 7c from line 6.) | 519,806,027 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 135,526,956 | 148,249,111 | 133,438,439 | 92,274,085 | 10,317,436 | 519,806,027 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 76,653 | 51,424 | 28,557 | 45,795 | 109,733 | 312,162 |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | 368,467 | 351,851 | 296,640 | 348,276 | 63,316 | 1,428,550 |
| c | Add lines 10a and 10b. | 445,120 | 403,275 | 325,197 | 394,071 | 173,049 | 1,740,712 |
| 11 | Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. | 0 | 0 | 0 | 0 | 0 | 0 |
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | 3,668,571 | 2,960,192 | 2,826,585 | 3,510,658 | 1,026,969 | 13,992,975 |
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | 139,640,647 | 151,612,578 | 136,590,221 | 96,178,814 | 11,517,454 | 535,539,714 |
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 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) |
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| 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): |
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| 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 0.015 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 0.035 | 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 | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2023 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2023 |
(iii) Distributable Amount for 2023 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2023 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2023: | ||||
| a From 2018....... | ||||
| b From 2019....... | ||||
| c From 2020....... | ||||
| d From 2021....... | ||||
| e From 2022....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2023 distributable amount | ||||
|
i
Carryover from 2018 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2023 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2023 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2023, 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 2023. 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 2024. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2019..... | ||||
| b Excess from 2020..... | ||||
| c Excess from 2021..... | ||||
| d Excess from 2022..... | ||||
| e Excess from 2023..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
|---|---|
| Schedule A, Part III, Line 12 | Income relates to Physician billing and Cafeteria Revenue |
| Software ID: | 23018249 |
| Software Version: | v1.00 |
| Return Reference | Explanation |
|---|---|
| Form 990, Part III, Line 1 | DESCRIPTION OF ORGANIZATION MISSION: OUR MISSION: IN THE SPIRIT OF THE SISTERS OF CHARITY OF ST. AUGUSTINE, THE ST VINCENT CHARITY MEDICAL CENTER FAMILY IS DEDICATED TO THE HEALING MISSION OF JESUS. AS CAREGIVERS, WE SERVE WITH A DEEP RESPECT FOR THE DIGNITY AND VALUE OF ALL PERSONS; WE ARE FOCUSED ON QUALITY CARE; DEDICATED TO THE POOR; AND COMMITTED TO CONTINUING EDUCATION. OUR VISION: ST VINCENT CHARITY MEDICAL CENTER, WITH THE COMMITMENT OF ITS CAREGIVERS AND PHYSICIANS, WILL BE A LEADING MODEL FOR HEALTHCARE DELIVERY IN NORTHEAST OHIO BASED ON ITS FAITH BASED MISSION, DEDICATION TO EDUCATION, COMMITMENT TO THE COMMUNITIES IT SERVES, EXCELLENCE IN THE PATIENT EXPERIENCE IT PROVIDES, AND PARTNERSHIPS WITH PHYSICIANS AND OTHER CONSTITUENCIES. OUR VALUES: RESPECT: WE SERVE IN AN ATMOSPHERE OF MUTUAL RESPECT AND FAIRNESS, TREATING EACH PERSON WITH REVERENCE AND DIGNITY THAT RECOGNIZES EACH INDIVIDUAL'S CONTRIBUTION. INTEGRITY: WE ARE HONEST AND ETHICAL IN ALL OUR DEALINGS. QUALITY: WE ARE COMMITTED TO CONTINUOUS IMPROVEMENT OF OUR SERVICES TO BETTER EACH LIFE AS IF IT OUR OWN. TEAM WORK: WE CELEBRATE THE OPPORTUNITY TO COME TOGETHER AS CAREGIVERS IN AN INCLUSIVE WORKPLACE WHERE DIVERSITY AND OPEN COMMUNICATIONS ARE VALUED. ACCOUNTABILITY: WE ARE COMMITTED TO TAKE FULL RESPONSIBILITY FOR OUR ACTIONS AND DECISIONS IN LIVING THE MISSION. DIVERSITY VISION: ST VINCENT CHARITY MEDICAL CENTER IS COMMITTED TO CREATING, ADVOCATING FOR AND MAINTAINING AN INCLUSIVE ENVIRONMENT THAT SUPPORTS, RESPECTS, AND VALUES THE UNIQUENESS OF EACH INDIVIDUAL. AS CAREGIVERS, WE CONTRIBUTE OUR UNIQUE TALENTS, EXPERIENCES AND PERSPECTIVES TO ENRICH THE QUALTIY AND DELIVERY OF CARE TO OUR PATIENTS. |
| Form 990, Part III, Line 3 | THE FACILITY CLOSED THE AMBULATORY CLINIC IN 2023. THE SYSTEM'S SERVICE OFFERINGS ARE LIMITED TO TWO PRIMARY CARE PHYSICIANS, URGENT CARE, OCCUPATIONAL HEALTH, OUTPATIENT MENTAL HEALTH AND ADDICTION MEDICINE SERVICES AND AN OUTPATIENT PHARMACY. |
| Form 990, Part III, Line 4a | DESCRIPTION OF PROGRAM SERVICES: St Vincent Charity Medical Center is Cleveland's faith-based, high quality healthcare provider. Or caregivers are devoted to treating every patient with clinical excellence and compassionate care. Our three main program services are 1) Healthcare Services, which includes Behavioral Health/SUD, Psychiatric Emergency Room, and Primary Care services; 2) Community Services, and 3) Outpatient Pharmacy. The Outpatient Mental Health Clinic was created in 2021 to meet the growing need for mental health outpatient services. The Outpatient Mental Health Clinic continued throughout 2023. The care team includes Psychiatry, psychology, social work, counseling, care coordination and medication management. The clinic focuses on caring for the physical, mental, emotional and spiritual health of the patient. The facility continued to operate a Psychiatric Emergency Room to assist in treating and finding additional mental health assistance for these clients. Late 2022, the Joint Commission surveyed the Psychiatric Emergency Department and the Outpatient Rosary Hall due to the transformation of our facility to an Outpatient model. These services continue under the accreditation the Joint Commission awarded. St Vincent Charity caregivers including physicians, nursing, pharmacy, legal, external affairs and government affairs, continues to participate in the Northeast Ohio Hospital Consortium. ( A Community Health Center and physician-led collaborative of healthcare organizations working together to significantly reduce the impact of the opioid epidemic in the region by sharing and implementing evidence-based practices; promoting policy changes; and increasing prevention efforts.) St Vincent is involved in the community. The Central Neighborhood struggled with COVID challenges and the lack of a grocery store. In response, St Vincent continued its monthly food distribution, in partnership with the Greater Cleveland Food Bank. It is important for us to address the need for healthy food since 80% of the factors that influence health happen outside the walls of a health center. The distribution provides fresh fruits and vegetables, shelf stable products, clothes, community resources, boxed lunches and health screenings. In 2023, 1317 individuals were served. Thirty-seven percent of the households served in 2023 received food assistance for the first time at our pantry. It is important to make these services available since 9 in 10 Central Neighborhood residents are eligible to receive food bank benefits. The Mission Kitchen was established in February 2021 for the people of Central Neighborhood, especially those living in the Olde Cedar Estate Housing. Olde Cedar Estate Housing is the poorest section of housing in Cleveland and the oldest in the United States. The dream of taking food to the people in the neighborhood came from our director of food services when COVID limited the access to the cafeteria to patients and staff. St Vincent could no longer allow our neighbors to come in and buy a very reasonably priced breakfast. We started delivering oven ready meals to the residents of Olde Cedar Estate Housing once a month along with delivering meals to the Friendly Inn. We served clients at the Friendly Inn until the program closed due to change in ownership. The Friendly Inn is a social service center that serves residents in the Central neighborhoods. St Vincent opened the cafeteria to the neighborhood for a free hot meal once a month. The Cafeteria served about 100 plus people for the monthly meals. St Vincent Charity has a food pantry and a Jesus Room (Clothing and shoes) for the caregivers and patients in need. The clothing is available at the Refresh Pantry and days of the Mission Kitchen events. The Central Neighborhood of Cleveland continues to have the lowest median income in Cuyahoga County. Less than half of the 4,722 households in Central had access to the internet in early 2022. St Vincent remains committed to digital-C's effort to improve internet capacity and access for the residents of the Central Neighborhood and other under-connected and un-connected communities. Digital-C is a Cleveland not-for-profit program that connects the underserved community to the internet. Since 2017, St Vincent has hosted a digital-C internet Transmitter on the roof, which expands the internet coverage area. Digital-C began rolling out technologies and hardware to bring internet access to 500 additional homes in the Central Neighborhood due in part to Cuyahoga County's 2022 Central surge initiative. As further evidence of St Vincent's support of increased access in the community, we continued to enhance public awareness of PC's for People. (A not-for-profit organization whose mission is to provide refurbished PCs, training, and support to households that cannot afford that type of equipment and support services.) St Vincent had a medical-legal partnership with the Legal Aid Society of Cleveland assisting with clients of the Behavioral Health and Addiction service lines. In addition, they assisted with clients in all of St Vincent's service lines and along with the clients of Joseph Home. The Legal Aid Society has withdrawn and is no longer on location since there are not enough patients with needs, due to our facility downsizing. The Legal Aid Society continues to answer phone calls and is available for service by phone. They stated they would expand services at our facility if the need arises. St Vincent received grant funding from Cigna Health to host an outdoor Halloween Health fair for the Central Community. The event included blood pressure screenings, flu shots, distribution of household goods and food as well as Trick-or-Treat goodies. Lunch was provided to all in attendance. Each women received a bag of personal items. More than 200 individuals were served. St Vincent continued the No Tears for Christmas Program. Caregivers purchased and wrapped gifts for neighborhood children. The gifts were delivered to the Bingham Preschool and William Patrick Day Preschool. More than 90 children received Christmas gifts through the program. St Vincent also has an outpatient pharmacy. This department provides access to the neighborhood for their prescription needs. This department makes a positive difference due to the transportation limitations of citizens in the Central Neighborhood. |
| Form 990, Part VI, Section A, Line 6 | THE ORGANIZATION HAS ONE CORPORATE MEMBER : SISTERS OF CHARITY OF ST. AUGUSTINE HEALTH SYSTEM, INC. |
| Form 990, Part VI, Section A, Line 7a | THE ORGANIZATION'S MEMBER MAY ELECT MEMBERS OF THE GOVERNING BODY. |
| Form 990, Part VI, Section A, Line 7b | CERTAIN DECISIONS OF THE GOVERNING BODY, SUCH AS APPROVAL OF BUDGETS, CAPITAL EXPENDITURES AND ACQUISITIONS OF LAND, MUST BE APPROVED BY THE BOARD OF THE MEMBER ORGANIZAITON. |
| Form 990, Part VI, Section B, Line 11b | THE DATA AND INFORMATION FOR THE 990 IS PREPARED INTERNALLY. A DRAFT COPY IS PROVIDED TO THE ACCOUNTING STAFF FOR REVIEW. THE ACCOUNTING STAFF WILL ADDRESS ALL THE CONCERNS FROM THE REVIEW PROCESS. THE RETURN IS THEN SUBMITTED TO THE BOARD FOR REVIEW ONCE CONCERNS ARE ADDRESSED. |
| Form 990, Part VI, Section B, Line 12c | THE ORGANIZATION HAS IN PLACE A CONFLICT OF INTEREST POLICY AS WELL AS A NON-RETALIATION POLICY (WHISTLE-BLOWER). THE CONFLICT OF INTEREST FORMS ARE SENT OUT ANNUALLY TO ADMINISTRATION AND OTHER LEADERSHIP EMPLOYEES AS WELL AS BOARD MEMBERS. THE FORMS ARE RETURNED TO ADMINISTRATION. ONCE RETURNED, THEY ARE REVIEWED BY THE COMPLIANCE OFFICER AND CEO TO DETERMINE IF ANYTHING WOULD BE DEEMED A POTENTIAL CONFLICT OF INTEREST. IF THERE IS A CONFLICT, THE CEO, COMPLIANCE OFFICER AND EMPLOYEE/INDIVIDUAL MEET TO DISCUSS. THE RESULTS OF THOSE MEETINGS ARE AN AGENDA ITEM AT THE ORGANIZATIONS COMPLIANCE COMMITTEE MEETING AND IT IS FURTHER DISCUSSED THERE. ONCE A DECISION IS MADE REGARDING THE CONFLICT, FOLLOW-UP IS MADE BY THE COMPLIANCE OFFICER/CEO WITH THE EMPLOYEE, IF APPROPRIATE. THE ORGANIZATION ALSO DISCUSSES THE RESULTS OF THE CONFLICT OF INTEREST AT THE AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD. |
| Form 990, Part VI, Section B, Line 15 | THE REVIEW AND APPROVAL OF EXECUTIVE COMPENSATION IS THE RESPONSIBILITY OF THE BOARD. THIS THEN IS SUBJECT TO REVIEW BY THE MEMBER SISTERS OF CHARITY HEALTH SYSTEM. THE BOARD USES REPORTS FROM INDEPENDENT COMPENSATION CONSULTANTS, COMPENSATION SURVEYORS OR STUDIES TO ASSIST IN THE REVIEW. IN MOST CASES, THESE REPORTS ARE OBTAINED FROM THE SAME SOURCES USED BY THE MEMBER. INFORMATION PROVIDED TO THE COMMITTEE INCLUDES SALARY, BONUS, INCENTIVE COMPENSATION, DEFERRED COMPENSATION AND OTHER BENEFITS. |
| Form 990, Part VI, Section C, Line 18 | FORMS 990, 990-T AND 1023 ARE AVAILABLE TO THE PUBLIC UPON REQUEST TO ST VINCENT CHARITY MEDICAL CENTER. |
| Form 990, Part VI, Section C, Line 19 | GOVERNING DOCUMENTS, THE FINANCIAL STATEMENTS, AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST TO ST VINCENT CHARITY MEDICAL CENTER. |
| Form 990, Part XI, Line 9 | Equity Transfers $19,612,337 plus Change in Perp. Trust $648,080 plus Other $30,114.50 |
| Form 990, Part XII, Line 2c | THE ORGANIZATION HAS AN AUDIT AND COMPLIANCE COMMITTEE THAT HAS BEEN CHARGED WITH OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTING FIRM. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
| Software ID: | 23018249 |
| Software Version: | v1.00 |