Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
A For the 2023 calendar year, or tax year beginning 07-01-2023 , and ending 06-30-2024
BCheck if applicable:
CName of organization
SAINT ALPHONSUS DIVERSIFIED CARE INC
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1055 NORTH CURTIS ROAD
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOISE, ID83706
D Employer identification number

94-3028978
E Telephone number

G Gross receipts $ 18,270,421
F Name and address of principal officer:
DAVID MCFADYEN
1055 NORTH CURTIS ROAD
BOISE,ID83706
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
N/A
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number 0928
K Form of organization:  
L Year of formation: 1985
M State of legal domicile: ID
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: TO PROVIDE SUPPORT FOR SAINT ALPHONSUS REGIONAL MEDICAL CENTER
2 Check this box
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 3
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 0
5 Total number of individuals employed in calendar year 2023 (Part V, line 2a) ...... 5 0
6 Total number of volunteers (estimate if necessary) ............. 6 0
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 0 0
9 Program service revenue (Part VIII, line 2g) ......... 11,254,181 17,566,381
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 432,586 592,762
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 139,784 111,278
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 11,826,551 18,270,421
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 0 0
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 0 0
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) 0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,791,358 1,602,412
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,791,358 1,602,412
19 Revenue less expenses. Subtract line 18 from line 12....... 10,035,193 16,668,009
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 152,130,534 0
21 Total liabilities (Part X, line 26)............. 9,006,977 0
22 Net assets or fund balances. Subtract line 21 from line 20..... 143,123,557 0
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



Phone no.
May the IRS discuss this return with the preparer shown above? See Instructions. ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2023)
Form 990 (2023)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: WE, SAINT ALPHONSUS HEALTH SYSTEM AND TRINITY HEALTH, SERVE TOGETHER IN THE SPIRIT OF THE GOSPEL AS A COMPASSIONATE AND TRANSFORMING HEALING PRESENCE WITHIN OUR COMMUNITIES.SAINT ALPHONSUS DIVERSIFIED CARE IS A MEMBER OF SAINT ALPHONSUS HEALTH SYSTEM AND TRINITY HEALTH.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 1,581,804 including grants of $   ) (Revenue $ 17,566,381 )
SAINT ALPHONSUS DIVERSIFIED CARE (DIVERSIFIED CARE) IS LOCATED IN BOISE, IDAHO AND SUPPORTS THE SAINT ALPHONSUS REGIONAL MEDICAL CENTER, A RELATED TAX-EXEMPT HOSPITAL. DIVERSIFIED CARE WAS FORMED TO HOLD PARTNERSHIP INTERESTS IN, AND PROVIDE MANAGEMENT SERVICES TO, HEALTH CARE VENTURES SUBSTANTIALLY RELATED TO THE EXEMPT PURPOSE OF SAINT ALPHONSUS REGIONAL MEDICAL CENTER. DIVERSIFIED CARE ALSO MANAGES MEDICAL OFFICE BUILDINGS ADJACENT TO THE HOSPITAL. THE OFFICE BUILDINGS ALLOW PHYSICIANS TO PRACTICE MEDICINE CLOSE TO THE HOSPITAL SO THAT THEY ARE READILY AVAILABLE FOR INPATIENT AND OUTPATIENT SERVICES AT THE HOSPITAL.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expenses1,581,804
Form 990 (2023)
Form 990 (2023)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. ...
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D,
Part III..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D,
Part VI. ...................
11a
 
No
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X
11e
 
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII
......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....Click to see attachment
List of Attached Documents:
// Content
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see attachment
List of Attached Documents:
// Content
20b
Yes
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....
21
 
No
Form 990 (2023)
Form 990 (2023)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
List of Attached Documents:
// Content
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part IClick to see attachment
List of Attached Documents:
// Content
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................Click to see attachment
List of Attached Documents:
// Content
32
Yes
 
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
List of Attached Documents:
// Content
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
List of Attached Documents:
// Content
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
List of Attached Documents:
// Content
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
List of Attached Documents:
// Content
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
List of Attached Documents:
// Content
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
2
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2023)
Form 990 (2023)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
0
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
2b
 
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country:
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2023)
Form 990 (2023)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
3
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
0
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
 
No
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
 
No
b
Other officers or key employees of the organization ................
15b
 
No
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filed
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
STEPHANIE PLISCHKE6301 EMERALD   BOISE,ID83706 (208) 367-4504
Form 990 (2023)
Form 990 (2023)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations.

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

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

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) ODETTE BOLANO......................................................................
FRMR OFFCR;SAHS PRES;CEO WEST REGION
0.00
.................
55.00
          X 0 1,331,386 267,488
(2) DAVID MCFADYEN......................................................................
DIRECTOR; PRESIDENT; SARMC PRESIDENT
1.00
.................
54.00
X   X       0 618,240 130,248
(3) B LANNIE CHECKETTS......................................................................
DIRECTOR; TREASURER; SAHS CFO
1.00
.................
49.00
X   X       0 604,005 64,706
(4) STEPHANIE WESTERMEIER......................................................................
DIRECTOR; SECRETARY; SAHS MANG CNSL
1.00
.................
49.00
X   X       0 499,613 116,834


























Form 990 (2023)
Form 990 (2023)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;


























1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 0 3,053,244 579,276
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 0
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0
Form 990 (2023)
Form 990 (2023)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f  
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......  
 Program Service RevenueAmt Business Code
2a INVESTMENT INCOME-PARTNERSHIPS 621500 17,131,072 17,131,072    
b INTERCOMPANY RENTAL INCOME 531120 435,309 435,309    
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f ..... 17,566,381
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 326,019     326,019
4 Income from investment of tax-exempt bond proceeds        
5 Royalties...........        
(i) Real (ii) Personal
6a Gross rents 6a 111,278  
b Less: rental expenses 6b 0  
c Rental income or (loss) 6c 111,278  
d Net rental income or (loss)....... 111,278     111,278
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a 266,743  
b Less: cost or other basis and sales expenses 7b 0  
c Gain or (loss) 7c 266,743  
d Net gain or (loss)......... 266,743     266,743
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..        
 OtherRevenueMiscAmt
Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......  
12 Total revenue. See instructions..... 18,270,421 17,566,381 0 704,040
Form 990 (2023)
Form 990 (2023)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....    
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ...........        
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........        
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....        
9 Other employee benefits .......        
10 Payroll taxes ...........        
11 Fees for services (non-employees):        
a Management ......        
b Legal .........        
c Accounting ...........        
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 20,608   20,608  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)        
12 Advertising and promotion ....        
13 Office expenses ....... 2,587 2,587    
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 173,804 173,804    
17 Travel ............        
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings ....        
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 1,405,413 1,405,413    
23 Insurance ...        
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a
b
c
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 1,602,412 1,581,804 20,608 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).        
Form 990 (2023)
Form 990 (2023)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 8,629 1 0
2 Savings and temporary cash investments .........   2 0
3 Pledges and grants receivable, net ......   3 0
4 Accounts receivable, net .............   4 0
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6 0
7 Notes and loans receivable, net ...........   7 0
8 Inventories for sale or use ............   8 0
9 Prepaid expenses and deferred charges ......   9 0
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 0
b Less: accumulated depreciation 10b   38,911,766 10c 0
11 Investments—publicly traded securities . 8,962,069 11 0
12 Investments—other securities. See Part IV, line 11 ..... 6,956,349 12 0
13 Investments—program-related. See Part IV, line 11 ..   13 0
14 Intangible assets ...............   14 0
15 Other assets. See Part IV, line 11 ........... 97,291,721 15 0
16 Total assets. Add lines 1 through 15 (must equal line 33)... 152,130,534 16 0
Liabilities 17 Accounts payable and accrued expenses ..... 134,884 17  
18 Grants payable ...   18  
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 8,872,093 25 0
26 Total liabilities. Add lines 17 through 25.. 9,006,977 26 0
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 143,123,557 27 0
28 Net assets with donor restrictions ...........   28  
Organizations that do not follow FASB ASC 958, check here right arrow and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 143,123,557 32 0
33 Total liabilities and net assets/fund balances ........ 152,130,534 33 0
Form 990 (2023)
Form 990 (2023)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
18,270,421
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
1,602,412
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
16,668,009
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
143,123,557
5
Net unrealized gains (losses) on investments ...............
5
954,179
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-160,745,745
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
0
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2023)
Form 990 (2023)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
SAINT ALPHONSUS DIVERSIFIED CARE INC
 
Employer identification number

94-3028978
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).
2
A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)
3
A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).
4
A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

5
An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)
6
A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).
7
An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)
8
A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)
9
An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:
10
An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
11
12
An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.
a
Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.
b
Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.
c
Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.
d
Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.
e
Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.
f
Enter the number of supported organizations ............................... 1
g
Provide the following information about the supported organization(s).
(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) ST ALPHONSUS REGIONAL MEDCENTER
 
820200895 3   No 0 0
Total
1
0 0
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 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.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (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  
12
12
 
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
33 1/3% support test—2023. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .......................right arrow
b
33 1/3% support test—2022. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow
17a
10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 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.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (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 on 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.)..            
14
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2023. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow
b
33 1/3 % support tests—2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
No
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
Yes
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
No
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
No
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
No
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
No
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
No
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
No
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
No
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
No
c
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
No
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
No
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
No
b
A family member of a person described on 11a above?
11b
 
No
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
No
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
Yes
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
No
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
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 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  
7
Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
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.
 
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)
 
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.
 
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.
 
7 Excess distributions carryover to 2024. Add lines
3j and 4c.
 
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.....  
Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 


Return Reference Explanation
PART I LINE 12G (VI): SAINT ALPHONSUS DIVERSIFIED CARE PROVIDES BUILDING MANAGEMENT AND INVESTMENT SERVICES TO ITS SUPPORTED ORGANIZATION.
PART IV LINE 1: SAINT ALPHONSUS DIVERSIFIED CARE'S SUPPORTED ORGANIZATION IS NOT LISTED BY NAME IN THE GOVERNING DOCUMENTS, BUT IS DESIGNATED BY PURPOSE. THE PURPOSE OF SAINT ALPHONSUS DIVERSIFIED CARE AS STATED IN ITS GOVERNING DOCUMENTS IS TO MANAGE, ADMINISTER, SUPPORT AND PROVIDE SERVICES TO CHARITABLE, PRIVATE, OR GOVERNMENTAL HEALTH CARE PROVIDERS AND INSTITUTIONS, INCLUDING BUT NOT LIMITED TO: MEDICAL CENTERS, HOSPITALS, OUTPATIENT CLINICS, MEDICAL OFFICE BUILDINGS, AMBULATORY CARE AND SURGERY CENTERS, HEALTH AWARENESS FACILITIES, AND TO DIRECTLY OR INDIRECTLY OWN AND OPERATE SPECIALIZED INSTITUTES FOR THE PROVISION OF SPECIALIZED HEALTH CARE, DIAGNOSTIC AND THERAPEUTIC EQUIPMENT AND SERVICE PROVIDERS. SUCH ACTIVITIES MAY BE CONDUCTED DIRECTLY OR IN PARTICIPATION WITH OTHERS THROUGH PARTNERSHIPS, CORPORATIONS OR OTHER JOINT VENTURE ASSOCIATIONS WHICH MAY BE NON-PROFIT OR FOR-PROFIT. SAINT ALPHONSUS DIVERSIFIED CARE IS TO BE OPERATED IN ACCORDANCE WITH THE BASIC PRINCIPLES OF CATHOLIC IDENTITY, MISSION AND CORE VALUES AND POLICIES AS ESTABLISHED BY SAINT ALPHONSUS HEALTH SYSTEM. SUCH ACTIVITIES INCLUDE THE SUPPORT AND ASSISTANCE OF AFFILIATES TO ACCOMPLISH THE FOREGOING PURPOSES. THE SUPPORTED ORGANIZATION LISTED IN PART I, LINE 12 QUALIFIES AS A SEC. 509(A)(1) PUBLIC CHARITY, AND SHARES THE EXEMPT PURPOSES OF SAINT ALPHONSUS DIVERSIFIED CARE AND SAINT ALPHONSUS HEALTH SYSTEM.
PART IV LINE 2: SAINT ALPHONSUS DIVERSIFIED CARE SUPPORTS SAINT ALPHONSUS REGIONAL MEDICAL CENTER. SAINT ALPHONSUS REGIONAL MEDICAL CENTER DOES NOT HAVE AN IRS DETERMINATION OF STATUS UNDER SECTION 509(A)(1); IT HAS BEEN RECOGNIZED AS EXEMPT UNDER SECTION 501(C)(3) UNDER GROUP EXEMPTION NO. 0928 AND IS LISTED IN THE OFFICIAL CATHOLIC DIRECTORY AS A HOSPITAL. SAINT ALPHONSUS REGIONAL MEDICAL CENTER IS A PUBLIC CHARITY AS DESCRIBED IN SECTION 509(A)(1) BECAUSE IT IS A HOSPITAL AS DESCRIBED UNDER SECTION 170(B)(1)(A)(III).
Schedule A (Form 990) 2023


Additional Data


Software ID:  
Software Version:  
SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
Medium right arrow Complete if the organization answered "Yes" on Form 990, Part IV, question 20a.
Medium right arrow Attach to Form 990.
Medium right arrow Go to www.irs.gov/Form990EZ for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
SAINT ALPHONSUS DIVERSIFIED CARE INC
 
Employer identification number

94-3028978
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .
1a
Yes
 
b
If "Yes," was it a written policy? ......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
%
b
Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate
which of the following was the family income limit for eligibility for discounted care: . . . . . . . .
3b
Yes
 
%
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

4

Yes

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during
the tax year? . . . . . . . . . . . . . . . . . . . . . . .

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .
5b
 
No
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .
5c
 
 
6a
Did the organization prepare a community benefit report during the tax year? . . . . . . . . .
6a
 
No
b
If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .
6b
 
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) . . .
  4 65,027   65,027 0.670 %
b Medicaid (from Worksheet 3, column a) . . . . .   85 1,556,842 1,556,842    
c Costs of other means-tested government programs (from Worksheet 3, column b) . .            
d Total Financial Assistance and Means-Tested Government Programs . . . . .   89 1,621,869 1,556,842 65,027 0.670 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).            
f Health professions education (from Worksheet 5) . . .            
g Subsidized health services (from Worksheet 6) . . . .            
h Research (from Worksheet 7) .            
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .            
j Total. Other Benefits . .            
k Total. Add lines 7d and 7j .   89 1,621,869 1,556,842 65,027 0.670 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue
(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing            
2 Economic development            
3 Community support            
4 Environmental improvements            
5 Leadership development and
training for community members
           
6 Coalition building            
7 Community health improvement advocacy            
8 Workforce development            
9 Other            
10 Total            
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
227,228
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
0
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
5,218,794
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
4,397,463
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
821,331
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(a) Name of entity (b) Description of primary
activity of entity
(c) Organization's
profit % or stock
ownership %
(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership %
(e) Physicians'
profit % or stock
ownership %
11 INTERMOUNTAIN MEDICAL IMAGING LLC
 
IMAGING SERVICES 50.000 %   50.000 %
2
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest—see instructions)How many hospital facilities did the organization operate during the tax year?1Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)
Licensed Hospital General Medical and Surgical Children's Hospital Teaching Hospital Critical Access Hospital Research Facility ER-24Hours ER-Other Other (describe) Facility reporting group
1 ST ALPHONSUS REGIONAL REHAB HOSPITAL
711 N CURTIS RD
BOISE,ID83706
WWW.ENCOMPASSHEALTH.COM
74
X               INPATIENT REHABILITATION HOSPITAL  
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
SAINT ALPHONSUS REGIONAL REHABILITATION
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
1
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 22
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a Yes  
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b Yes  
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 22
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): PART V, SECTION C
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b    
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
SAINT ALPHONSUS REGIONAL REHABILITATION
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Was widely publicized within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
SEE PART V, PAGE 8
b
SEE PART V, PAGE 8
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
Page 6
Part VFacility Information (continued)

Billing and Collections
SAINT ALPHONSUS REGIONAL REHABILITATION
Name of hospital facility or letter of facility reporting group  
Yes No
17 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon nonpayment?.................................. 17 Yes  
18 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
f
19 Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
SAINT ALPHONSUS REGIONAL REHABILITATION
Name of hospital facility or letter of facility reporting group  
Yes No
22 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
23 During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ............................... 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
Page 8
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference Explanation
SAINT ALPHONSUS REGIONAL REHABILITATION HOSPITAL PART V, SECTION B, LINE 3J: N/APART V, SECTION B, LINE 3E:SAINT ALPHONSUS REGIONAL REHABILITATION HOSPITAL (SARRH) INCLUDED IN ITS COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) WRITTEN REPORT A PRIORITIZED LIST AND DESCRIPTION OF THE COMMUNITY'S SIGNIFICANT HEALTH NEEDS, WHICH WERE IDENTIFIED THROUGH THE MOST RECENTLY CONDUCTED CHNA. THE FOLLOWING COMMUNITY HEALTH NEEDS WERE DEEMED SIGNIFICANT AND WERE PRIORITIZED THROUGH THIS COMMUNITY-INVOLVED SELECTION PROCESS: 1. SAFE, AFFORDABLE HOUSING AND HOMELESSNESS2. BEHAVIORAL HEALTH, INCLUDING MENTAL HEALTH AND WELL-BEING AND SUBSTANCE MISUSE3. ACCESS TO AFFORDABLE HEALTH CARE, INCLUDING ORAL AND VISION HEALTH
SAINT ALPHONSUS REGIONAL REHABILITATION HOSPITAL PART V, SECTION B, LINE 5: THE CHNA WAS CONDUCTED FROM JULY THROUGH DECEMBER 2022 AND APPROVED BY THE SAINT ALPHONSUS HEALTH SYSTEM BOARD ON JUNE 5, 2023. COLLABORATIVE PARTNERS FOR THE ASSESSMENT INCLUDED: CENTRAL DISTRICT HEALTH, REGENCE BLUESHIELD OF IDAHO, SALTZER (INTERMOUNTAIN) HEALTH, SOUTHWEST DISTRICT HEALTH, ST. LUKE'S HEALTH SYSTEM, UNITED WAY OF TREASURE VALLEY, WEISER MEMORIAL HOSPITAL, AND WESTERN IDAHO COMMUNITY HEALTH COLLABORATIVE.CHNA PARTNERS USED A TARGETED APPROACH TO RECRUIT INTERVIEW AND FOCUS GROUP PARTICIPANTS. THIS APPROACH WAS USED TO ENSURE THAT TYPICALLY UNDERREPRESENTED GROUPS WERE INCLUDED IN DATA COLLECTION SUCH AS OLDER ADULTS, RURAL RESIDENTS, PEOPLE EXPERIENCING HOMELESSNESS, HISPANIC AND LATINX POPULATIONS, AND NEW AMERICAN AND RESETTLEMENT GROUPS. PROJECT PARTNERS CONDUCTED 62 INTERVIEWS AND 32 FOCUS GROUPS. ASSESSMENT AND RECRUITMENT OVERSIGHT OCCURRED THROUGH A COMMUNITY ASSESSMENT STEERING COMMITTEE, WHICH WAS COMPRISED OF REPRESENTATIVES FROM THE FOLLOWING ORGANIZATIONS: AREA AGENCY ON AGING, BLUE CROSS OF IDAHO FOUNDATION FOR HEALTH, BOISE STATE UNIVERSITY, CENTRAL DISTRICT HEALTH, COMMUNITY COUNCIL OF IDAHO, IDAHO ANTI-TRAFFICKING COALITION, IDAHO ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN, IDAHO FOODBANK, IDAHO HOUSING AND FINANCE ASSOCIATION, IDAHO POLICY INSTITUTE, IDAHO PRIMARY CARE ASSOCIATES, JESSE TREE, MICRON, SALTZER (INTERMOUNTAIN) HEALTH, SOUTHWEST DISTRICT HEALTH, ST. LUKE'S HEALTH SYSTEM, SAINT ALPHONSUS HEALTH SYSTEM, TERRY REILLY HEALTH SYSTEM, VALLEY REGIONAL TRANSIT, WESTERN IDAHO COMMUNITY ACTION PARTNERSHIP, AND WOMEN'S AND CHILDREN'S ALLIANCE.FOCUS GROUP HOSTS INCLUDED THESE ORGANIZATIONS SERVING IMPACTED POPULATIONS: ADAMS COUNTY HEALTH ACTION TEAM, BOISE SCHOOL DISTRICT, CALDWELL HEALTH COALITION, CANYON COUNTY FIRST RESPONDERS, CASCADE MEDICAL CENTER, CENTER FOR GLOBAL HEALTH AND HEALING, ELMORE COUNTY HEALTH COALITION, FIT AND FALL PROOF CALDWELL METHODIST CHURCH, FIT AND FALL PROOF EMMETT REC CENTER, FIT AND FALL PROOF MIDDLETON, FIT AND FALL PROOF NEW PLYMOUTH, FIT AND FALL PROOF PAYETTE SENIOR CENTER, GEM COMMUNITY HEALTH COALITION, GLENNS FERRY SENIOR CENTER, GOOD SAMARITAN HOME, MOBILE CRISIS UNIT REGION 4, OWYHEE HEALTH COALITION, PAYETTE COUNTY HEALTH ACTION TEAM, SAINT ALPHONSUS HEALTH SYSTEM, THE NEW PLYMOUTH KIWANIS CLUB, VALLEY COUNTY OPIOID RESPONSE PROJECT, AND WASHINGTON COUNTY HEALTH COALITION.COMMUNITY INTERVIEWS INCLUDED THE FOLLOWING ORGANIZATION PARTICIPANTS: ADA COUNTY PARAMEDICS, ADAMS COUNTY SHERIFF'S OFFICE, BOYS & GIRLS CLUBS ADA COUNTY, CANYON COUNTY GOVERNMENT, CATCH, BOISE STATE UNIVERSITY - CENTER FOR THE STUDY OF AGING, CITY OF CALDWELL, CITY OF NEW MEADOWS, CITY OF PAYETTE, COLLEGE OF SOUTHERN IDAHO, COMMUNITY COUNCIL OF IDAHO, ECONOMIC OPPORTUNITY-JANNUS, ELMORE COUNTY COMMISSIONERS, FAMILY CAREGIVER NAVIGATOR PROGRAM, IDAHO ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN, IDAHO BUSINESS FOR EDUCATION, IDAHO COMMISSION ON HISPANIC AFFAIRS, IDAHO DEPARTMENT OF HEALTH AND WELFARE, BEHAVIORAL HEALTH, IDAHO HOUSING AND FINANCE ASSOCIATION, IDAHO ORAL HEALTH ALLIANCE, IDAHO SUICIDE PREVENTION HOTLINE, INCLUSIVE IDAHO, JANNUS, JESSE TREE OF IDAHO, LIVING INDEPENDENCE NETWORK CORP., MEADOWS VALLEY FOODBANK, MOBILE CRISIS UNIT REGION 4, OWYHEE COUNTY GOVERNMENT, SPEEDY FOUNDATION, STATE INDEPENDENT LIVING CENTER, VALLEY REGIONAL TRANSIT, VALLIVUE ELEMENTARY SCHOOL, WASHINGTON COUNTY STATE GOVERNMENT, WESTERN IDAHO COMMUNITY ACTION PARTNERSHIP, AND WOMEN'S AND CHILDREN'S ALLIANCE.BETWEEN JULY AND DECEMBER 2022, PROJECT PARTNERS COLLECTED PRIMARY DATA REPRESENTING THE COMMUNITIES' PERSPECTIVES ON HEALTH AND SOCIAL DETERMINANTS OF HEALTH TOPICS THROUGH SURVEYS, FOCUS GROUPS, AND INTERVIEWS. EMPHASIS WAS PLACED ON COLLECTING FEEDBACK FROM UNDERSERVED AND UNDERREPRESENTED GROUPS ACROSS THE COMMUNITIES ASSESSED. SECONDARY DATA INDICATORS WERE COLLECTED BETWEEN JULY AND DECEMBER 2022 FROM EXISTING DATASETS SUCH AS THE U.S. CENSUS, BEHAVIORAL RISK FACTOR SURVEILLANCE SURVEY, DEPARTMENT OF LABOR, TRINITY HEALTH DATA HUB, AND OTHERS.
SAINT ALPHONSUS REGIONAL REHABILITATION HOSPITAL PART V, SECTION B, LINE 6A: THE CHNA WAS CONDUCTED IN PARTNERSHIP WITH SAINT ALPHONSUS REGIONAL MEDICAL CENTER AND SAINT ALPHONSUS MEDICAL CENTER-NAMPA, SALTZER (INTERMOUNTAIN) HEALTH, ST. LUKE'S REGIONAL MEDICAL CENTER, AND WEISER MEMORIAL HOSPITAL.
SAINT ALPHONSUS REGIONAL REHABILITATION HOSPITAL PART V, SECTION B, LINE 6B: THE CHNA WAS ALSO CONDUCTED IN PARTNERSHIP WITH CENTRAL DISTRICT HEALTH, SOUTHWEST DISTRICT HEALTH, UNITED WAY OF TREASURE VALLEY, AND WESTERN IDAHO COMMUNITY HEALTH COLLABORATIVE.
SAINT ALPHONSUS REGIONAL REHABILITATION HOSPITAL PART V, SECTION B, LINE 11: THE CHNA WAS CONDUCTED AND POSTED BY THE END OF FISCAL YEAR 2023. AN UPDATED IMPLEMENTATION STRATEGY WAS ADOPTED IN SEPTEMBER 2023 FOR FISCAL YEARS 2023-2025. THESE DOCUMENTS WILL GUIDE THE COMMUNITY BENEFIT WORK FOR THESE FISCAL YEARS. SAINT ALPHONSUS REGIONAL REHABILITATION HOSPITAL (SARRH) ADDRESSED ACCESS TO AFFORDABLE HEALTH CARE. IN FISCAL YEAR 2024 (FY24), SARRH FOCUSED ON IMPROVING ACCESS TO HEALTH CARE BY REMOVING BARRIERS AND PROVIDING SERVICES FOR THOSE WHO ARE POOR AND UNDERSERVED THROUGH PATIENT FINANCIAL ASSISTANCE.SARRH ACKNOWLEDGES THE WIDE RANGE OF PRIORITY HEALTH ISSUES THAT EMERGED FROM THE CHNA PROCESS AND DETERMINED THAT IT COULD EFFECTIVELY FOCUS ON ONLY THOSE HEALTH NEEDS WHICH IT DEEMED MOST PRESSING, UNDER-ADDRESSED, AND WITHIN ITS ABILITY TO INFLUENCE. FOR THAT REASON, SARRH DID NOT ACT ON THE FOLLOWING HEALTH NEEDS: SAFE, AFFORDABLE HOUSING AND HOMELESSNESS - THIS NEED WAS NOT ADDRESSED BECAUSE IT IS BEING ADDRESSED BY OTHER ORGANIZATIONS AND ENTITIES WITHIN THE COMMUNITY, INCLUDING OTHER HOSPITALS WITHIN THE SAINT ALPHONSUS HEALTH SYSTEM THAT ARE ADDRESSING NEEDS IN BOISE, NAMPA, AND ONTARIO. BEHAVIORAL HEALTH, INCLUDING MENTAL HEALTH AND WELL-BEING AND SUBSTANCE MISUSE - THIS NEED WAS NOT ADDRESSED BECAUSE IT IS BEING ADDRESSED BY OTHER ORGANIZATIONS AND ENTITIES WITHIN THE COMMUNITY. HOWEVER, SARRH DOES OFFER PSYCHIATRIC AND NEUROPSYCHIATRIC SERVICES TO PATIENTS AS OUTLINED IN THE IMPLEMENTATION STRATEGY AND MAKES ADDITIONAL REFERRALS TO COMMUNITY PARTNER ORGANIZATIONS FOR PATIENTS AS NEEDED.
SAINT ALPHONSUS REGIONAL REHABILITATION HOSPITAL PART V, SECTION B, LINE 13H: THE HOSPITAL RECOGNIZES THAT NOT ALL PATIENTS ARE ABLE TO PROVIDE COMPLETE FINANCIAL INFORMATION. THEREFORE, APPROVAL FOR FINANCIAL SUPPORT MAY BE DETERMINED BASED ON LIMITED AVAILABLE INFORMATION. WHEN SUCH APPROVAL IS GRANTED, IT IS CLASSIFIED AS "PRESUMPTIVE SUPPORT." EXAMPLES OF PRESUMPTIVE CASES INCLUDE: DECEASED PATIENTS WITH NO KNOWN ESTATE, HOMELESS PATIENTS, UNEMPLOYED PATIENTS, NON-COVERED MEDICALLY NECESSARY SERVICES PROVIDED TO PATIENTS QUALIFYING FOR PUBLIC ASSISTANCE PROGRAMS, PATIENT BANKRUPTCIES, AND MEMBERS OF RELIGIOUS ORGANIZATIONS WHO HAVE TAKEN A VOW OF POVERTY AND HAVE NO RESOURCES INDIVIDUALLY OR THROUGH THE RELIGIOUS ORDER.FOR THE PURPOSE OF HELPING FINANCIALLY DISADVANTAGED PATIENTS, A THIRD-PARTY MAY BE UTILIZED TO CONDUCT A REVIEW OF PATIENT INFORMATION TO ASSESS FINANCIAL NEED. THIS REVIEW UTILIZES A HEALTH CARE INDUSTRY-RECOGNIZED, PREDICTIVE MODEL THAT IS BASED ON PUBLIC RECORD DATABASES. THESE PUBLIC RECORDS ENABLE THE HOSPITAL TO ASSESS WHETHER THE PATIENT IS CHARACTERISTIC OF OTHER PATIENTS WHO HAVE HISTORICALLY QUALIFIED FOR FINANCIAL ASSISTANCE UNDER THE TRADITIONAL APPLICATION PROCESS. IN CASES WHERE THERE IS AN ABSENCE OF INFORMATION PROVIDED DIRECTLY BY THE PATIENT, AND AFTER EFFORTS TO CONFIRM COVERAGE AVAILABILITY ARE EXHAUSTED, THE PREDICTIVE MODEL PROVIDES A SYSTEMATIC METHOD TO GRANT PRESUMPTIVE ELIGIBILITY TO FINANCIALLY DISADVANTAGED PATIENTS.
PART V, SECTION B, LINE 7A: WWW.ENCOMPASSHEALTH.COM/LOCATIONS/BOISEREHAB
PART V, SECTION B, LINE 7B: WWW.SAINTALPHONSUS.ORG/ABOUT-US/COMMUNITY-BENEFIT/COMMUNITY-NEEDS-ASSESSMENT
PART V, SECTION B, LINE 9: AS PERMITTED IN THE FINAL SECTION 501(R) REGULATIONS, THE HOSPITAL'S IMPLEMENTATION STRATEGY WAS ADOPTED WITHIN 4 1/2 MONTHS AFTER THE FISCAL YEAR END THAT THE CHNA WAS COMPLETED AND MADE WIDELY AVAILABLE TO THE PUBLIC.
PART V, SECTION B, LINE 10A: WWW.SAINTALPHONSUS.ORG/ABOUT-US/COMMUNITY-BENEFIT/COMMUNITY-NEEDS-ASSESSMENT/IMPLEMENTATION-STRATEGY
PART V, LINE 16A, FAP WEBSITE: WWW.ENCOMPASSHEALTH.COM/LOCATIONS/BOISEREHAB/FINANCIAL-ASSISTANCE
PART V, LINE 16B, FAP APPLICATION WEBSITE: WWW.ENCOMPASSHEALTH.COM/LOCATIONS/BOISEREHAB/FINANCIAL-ASSISTANCE
PART V, LINE 16C, FAP PLAIN LANGUAGE SUMMARY WEBSITE: WWW.ENCOMPASSHEALTH.COM/LOCATIONS/BOISEREHAB/FINANCIAL-ASSISTANCE
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
Page 9
Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?5
Name and address Type of Facility (describe)
1 1 - INTERMOUNTAIN MEDICAL IMAGING
927 WEST MYRTLE ST
BOISE,ID83702
IMAGING SERVICES
2 2 - EAGLE HEALTH PLAZA
323 E RIVERSIDE DR
EAGLE,ID83616
IMAGING SERVICES
3 3 - INTERMOUNTAIN MEDICAL IMAGING - MAGIC VIEW
2929 E MAGIC VIEW DR
MERIDIAN,ID83642
IMAGING SERVICES
4 4 - CALDWELL CANCER CENTER
3123 MEDICAL DR
CALDWELL,ID83605
CANCER CARE CENTER
5 5 - TEN MILE SURGERY CENTER
875 S VANGUARD WAY
MERIDIAN,ID83642
SURGERY, IMAGING
6
7
8
9
10
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
Page 10
Part VI
Supplemental Information
Provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Form and Line Reference Explanation
PART I, LN 7 COL(F): THE PORTION OF SAINT ALPHONSUS REGIONAL REHABILITATION HOSPITAL'S BAD DEBT EXPENSE ATTRIBUTED TO SAINT ALPHONSUS DIVERSIFIED CARE IS $227,228. THIS HAS BEEN REMOVED FROM THE HOSPITAL'S EXPENSES PRIOR TO CALCULATING THE PERCENTAGE IN COLUMN (F).
PART III, LINE 2: METHODOLOGY USED FOR LINE 2 - AN ACCOUNT BALANCE WILL BE SUBMITTED FOR CONTRACTUAL ADJUSTMENT, WRITE-OFF, OR BAD DEBT/SMALL BALANCE WRITE-OFF WHEN ALL COLLECTION PROCEDURES AS OUTLINED IN THE HOSPITAL'S POLICY HAVE BEEN EXHAUSTED AND PROPER APPROVALS ARE OBTAINED.
PART III, LINE 3: THE HOSPITAL IS NOT REPORTING AN AMOUNT ON PART III, LINE 3 BECAUSE THE ORGANIZATION BELIEVES THAT NONE OR VERY LITTLE OF THEIR BAD DEBT EXPENSE RELATES TO PATIENTS WHO WOULD QUALIFY FOR FINANCIAL ASSISTANCE UNDER THE HOSPITAL'S POLICIES.
PART III, LINE 4: SAINT ALPHONSUS DIVERSIFIED CARE IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF TRINITY HEALTH. THE FOLLOWING IS THE TEXT OF THE PATIENT ACCOUNTS RECEIVABLE, ESTIMATED RECEIVABLES FROM AND PAYABLES TO THIRD-PARTY PAYERS FOOTNOTE FROM PAGE 14 OF THOSE STATEMENTS: "AN UNCONDITIONAL RIGHT TO PAYMENT, SUBJECT ONLY TO THE PASSAGE OF TIME IS TREATED AS A RECEIVABLE. PATIENT ACCOUNTS RECEIVABLE, INCLUDING BILLED ACCOUNTS AND UNBILLED ACCOUNTS FOR WHICH THERE IS AN UNCONDITIONAL RIGHT TO PAYMENT, AND ESTIMATED AMOUNTS DUE FROM THIRD-PARTY PAYERS FOR RETROACTIVE ADJUSTMENTS, ARE RECEIVABLES IF THE RIGHT TO CONSIDERATION IS UNCONDITIONAL AND ONLY THE PASSAGE OF TIME IS REQUIRED BEFORE PAYMENT OF THAT CONSIDERATION IS DUE. FOR PATIENT ACCOUNTS RECEIVABLE, THE ESTIMATED UNCOLLECTABLE AMOUNTS ARE GENERALLY CONSIDERED IMPLICIT PRICE CONCESSIONS THAT ARE A DIRECT REDUCTION TO PATIENT SERVICE REVENUE AND ACCOUNTS RECEIVABLE.THE CORPORATION HAS AGREEMENTS WITH THIRD-PARTY PAYERS THAT PROVIDE FOR PAYMENTS TO THE CORPORATION'S HEALTH MINISTRIES AT AMOUNTS DIFFERENT FROM ESTABLISHED RATES. ESTIMATED RETROACTIVE ADJUSTMENTS UNDER REIMBURSEMENT AGREEMENTS WITH THIRD-PARTY PAYERS AND OTHER CHANGES IN ESTIMATES ARE INCLUDED IN NET PATIENT SERVICE REVENUE AND ESTIMATED RECEIVABLES FROM AND PAYABLES TO THIRD-PARTY PAYERS. RETROACTIVE ADJUSTMENTS ARE ACCRUED ON AN ESTIMATED BASIS IN THE PERIOD THE RELATED SERVICES ARE RENDERED AND ADJUSTED IN FUTURE PERIODS, AS FINAL SETTLEMENTS ARE DETERMINED. ESTIMATED RECEIVABLES FROM THIRD-PARTY PAYERS ALSO INCLUDES AMOUNTS RECEIVABLE UNDER STATE MEDICAID PROVIDER TAX PROGRAMS."PART III, LINE 5:TOTAL MEDICARE REVENUE REPORTED IN PART III, LINE 5 HAS BEEN REDUCED BY THE TWO PERCENT SEQUESTRATION REDUCTION.
PART III, LINE 8: THE IRS COMMUNITY BENEFIT OBJECTIVES INCLUDE RELIEVING OR REDUCING THE BURDEN OF GOVERNMENT TO IMPROVE HEALTH. TREATING MEDICARE PATIENTS CREATES SHORTFALLS THAT MUST BE ABSORBED BY HOSPITALS, WHICH PROVIDE CARE REGARDLESS OF THIS SHORTFALL AND THEREBY RELIEVE THE FEDERAL GOVERNMENT OF THE BURDEN OF PAYING THE FULL COST FOR MEDICARE BENEFICIARIES. THEREFORE, THE HOSPITAL BELIEVES ANY MEDICARE SHORTFALL SHOULD BE CONSIDERED COMMUNITY BENEFIT. TRINITY HEALTH AND ITS HOSPITALS REPORT AS COMMUNITY IMPACT THE LOSS ON MEDICARE AND A HOST OF MANY OTHER EXPENSES DESIGNED TO SERVE PEOPLE EXPERIENCING POVERTY IN OUR COMMUNITIES. SEE SCHEDULE H, PART VI, LINE 5 FOR MORE INFORMATION. PART III, LINE 8: COSTING METHODOLOGY FOR LINE 6: MEDICARE COSTS WERE OBTAINED FROM THE FILED MEDICARE COST REPORT. THE COSTS ARE BASED ON MEDICARE ALLOWABLE COSTS AS REPORTED ON WORKSHEET D, LINE 49.
PART III, LINE 9B: THE HOSPITAL'S COLLECTION POLICY CONTAINS PROVISIONS ON THE COLLECTION PRACTICES TO BE FOLLOWED FOR PATIENTS WHO ARE KNOWN TO QUALIFY FOR FINANCIAL ASSISTANCE. CHARITY DISCOUNTS ARE APPLIED TO THE AMOUNTS THAT QUALIFY FOR FINANCIAL ASSISTANCE. THE HOSPITAL HAS IMPLEMENTED BILLING AND COLLECTION PRACTICES FOR PATIENT PAYMENT OBLIGATIONS THAT ARE FAIR, CONSISTENT AND COMPLIANT WITH STATE AND FEDERAL REGULATIONS.
PART VI, LINE 2: NEEDS ASSESSMENT - SAINT ALPHONSUS REGIONAL REHABILITATION HOSPITAL (SARRH) ASSESSES THE HEALTH STATUS OF ITS COMMUNITY IN PARTNERSHIP WITH COMMUNITY COALITIONS, AS PART OF THE NORMAL COURSE OF OPERATIONS, AND MAKES CONTINUOUS EFFORTS TO IMPROVE PATIENT CARE AND THE HEALTH OF THE OVERALL COMMUNITY. TO ASSESS THE HEALTH OF THE COMMUNITY, THE HOSPITAL MAY USE PATIENT DATA, PUBLIC HEALTH DATA, ANNUAL COUNTY HEALTH RANKINGS, MARKET STUDIES AND GEOGRAPHICAL MAPS SHOWING AREAS OF HIGH UTILIZATION FOR EMERGENCY SERVICES AND INPATIENT CARE, WHICH MAY INDICATE POPULATIONS OF INDIVIDUALS WHO DO NOT HAVE ACCESS TO PREVENTATIVE SERVICES OR ARE UNINSURED.
PART VI, LINE 3: PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE - SAINT ALPHONSUS REGIONAL REHABILITATION HOSPITAL COMMUNICATES EFFECTIVELY WITH PATIENTS REGARDING PATIENT PAYMENT OBLIGATIONS. FINANCIAL COUNSELING IS OFFERED TO PATIENTS ABOUT THEIR PAYMENT OBLIGATIONS AND HEALTH CARE BILLS. INFORMATION ON HOSPITAL-BASED FINANCIAL SUPPORT POLICIES, FEDERAL, STATE, AND LOCAL GOVERNMENT PROGRAMS, AND OTHER COMMUNITY-BASED CHARITABLE PROGRAMS THAT PROVIDE COVERAGE FOR SERVICES ARE MADE AVAILABLE TO PATIENTS DURING THE PRE-REGISTRATION AND REGISTRATION PROCESSES AND/OR THROUGH COMMUNICATIONS WITH PATIENTS SEEKING FINANCIAL ASSISTANCE. FINANCIAL COUNSELORS MAKE AFFIRMATIVE EFFORTS TO HELP PATIENTS APPLY FOR PUBLIC AND PRIVATE PROGRAMS FOR WHICH THEY MAY QUALIFY AND THAT MAY ASSIST THEM IN OBTAINING AND PAYING FOR HEALTH CARE SERVICES. EVERY EFFORT IS MADE TO DETERMINE A PATIENT'S ELIGIBILITY FOR FINANCIAL SUPPORT PRIOR TO OR AT THE TIME OF ADMISSION OR SERVICE. SARRH OFFERS FINANCIAL SUPPORT TO PATIENTS WITH LIMITED MEANS. NOTIFICATION ABOUT FINANCIAL ASSISTANCE AND GOVERNMENT PROGRAMS, INCLUDING CONTACT INFORMATION, IS AVAILABLE THROUGH PATIENT BROCHURES, MESSAGES ON PATIENT BILLS, POSTED NOTICES IN PUBLIC REGISTRATION AREAS INCLUDING EMERGENCY ROOMS, ADMITTING AND REGISTRATION DEPARTMENTS, AND OTHER PATIENT FINANCIAL SERVICES OFFICES. SUMMARIES OF HOSPITAL PROGRAMS ARE MADE AVAILABLE TO APPROPRIATE COMMUNITY HEALTH AND HUMAN SERVICES AGENCIES AND OTHER ORGANIZATIONS THAT ASSIST PEOPLE IN NEED. INFORMATION REGARDING FINANCIAL ASSISTANCE AND GOVERNMENT PROGRAMS IS ALSO AVAILABLE ON HOSPITAL WEBSITES. IN ADDITION TO ENGLISH, THIS INFORMATION IS ALSO AVAILABLE IN OTHER LANGUAGES AS REQUIRED BY INTERNAL REVENUE CODE SECTION 501(R), REFLECTING OTHER PRIMARY LANGUAGES SPOKEN BY THE POPULATION SERVICED BY OUR HOSPITAL.
PART VI, LINE 4: COMMUNITY INFORMATION - SARRH PROVIDES SERVICES PRIMARILY TO RESIDENTS OF ADA COUNTY (90%), BUT ALSO SERVES CANYON AND GEM COUNTIES. SARRH'S PRIMARY SERVICE AREA IS A MIX OF URBAN AND RURAL COMMUNITIES WITHIN THE TREASURE VALLEY, BORDERED BY MOUNTAINOUS TERRAIN AND DESERT. THE POPULATION OF THE HOSPITAL'S PRIMARY SERVICE AREA IS ESTIMATED TO BE ABOUT 519,000 PEOPLE.AREA HOSPITAL FACILITIES WITHIN SARRH'S PRIMARY SERVICE AREA INCLUDE SAINT ALPHONSUS REGIONAL MEDICAL CENTER, TREASURE VALLEY HOSPITAL, ST. LUKE'S BOISE, AND ST. LUKE'S MERIDIAN. IN ADDITION, ST. LUKE'S NAMPA AND WEST VALLEY MEDICAL CENTER ARE LOCATED IN CANYON COUNTY AND VALOR HEALTH IS LOCATED IN GEM COUNTY.WITH MEDIAN HOUSEHOLD INCOMES OF $75,115 IN ADA COUNTY, $60,716 IN CANYON COUNTY, AND $59,957 IN GEM COUNTY, AREA RESIDENTS ARE WITHIN RANGE OF THE STATE MEDIAN OF $63,377. THE POVERTY LEVEL STANDS AT 8.7% IN ADA COUNTY, 11% IN CANYON COUNTY, AND 12.4% IN GEM COUNTY, COMPARED TO A STATE AVERAGE OF 10.7% AND A NATIONAL AVERAGE OF 11.5%. SARRH IS LOCATED IN A REGION THAT HAS EXPERIENCED RAPID POPULATION GROWTH OVER THE PAST DECADE, WITH DRAMATIC GROWTH RATES IN ADA AND CANYON COUNTIES, THE TWO LARGEST COUNTIES IN THE SERVICE AREA. OTHER RELEVANT STATISTICS CHARACTERIZING THE HOSPITAL'S PRIMARY SERVICE AREA ARE INCLUDED BELOW (CENSUS.GOV).TOTAL ESTIMATED POPULATION (2022): ADA COUNTY - 518,907 (4.8% CHANGE APRIL 2020 TO JULY 2022)CANYON COUNTY - 251,065 (8.6% CHANGE APRIL 2020 TO JULY 2022)GEM COUNTY - 20,418 (6.8% CHANGE APRIL 2020 TO JULY 2022)PERCENT WHITE PERSONS NOT HISPANIC OR LATINX (2022):ADA COUNTY - 83.1%CANYON COUNTY - 69.4%GEM COUNTY - 86.2%PERCENT HISPANIC/LATINX ORIGIN (2022):ADA COUNTY - 9.5%CANYON COUNTY - 25.8%GEM COUNTY - 9.5%THREE OF THE FOUR REFUGEE RESETTLEMENT AGENCIES IN IDAHO ARE LOCATED IN BOISE, WITH THE MAJORITY OF THE REFUGEES BEING RESETTLED IN THE BOISE AREA. SOME REFUGEES ARE HIGHLY EDUCATED WHILE OTHERS HAVE NEVER HAD THE OPPORTUNITY TO ATTEND SCHOOL. SEVERAL AGENCIES ASSIST BOTH LOCALLY AND THROUGHOUT THE STATE.
PART VI, LINE 5: OTHER INFORMATION - SAINT ALPHONSUS REGIONAL REHABILITATION HOSPITAL IS A JOINT VENTURE BETWEEN ENCOMPASS HEALTH AND SAINT ALPHONSUS HEALTH SYSTEM (SAHS), WITH MAJORITY OWNERSHIP BY ENCOMPASS HEALTH. THE JOINT VENTURE PROVIDES A PORTION OF SURPLUS REVENUES TO SAHS WHICH IS USED TO REINVEST IN FACILITIES, TECHNOLOGY, AND MEDICAL SERVICES FOR THE COMMUNITY, COLLABORATE WITH COMMUNITY PARTNERS, AND INVEST IN NEEDED COMMUNITY PROGRAMS.IN FY24, TRINITY HEALTH ASSESSED THE TOTAL IMPACT ITS HOSPITALS HAVE ON COMMUNITY HEALTH. THIS ASSESSMENT INCLUDES TRADITIONAL COMMUNITY BENEFIT AS REPORTED IN PART I, COMMUNITY BUILDING AS REPORTED IN PART II, THE SHORTFALL ON MEDICARE SERVICES AS REPORTED IN PART III, AS WELL AS EXPENSES THAT ARE EXCLUDED FROM THE PART I COMMUNITY BENEFIT CALCULATION BECAUSE THEY ARE OFFSET BY EXTERNAL FUNDING. ALSO INCLUDED ARE ALL COMMUNITY HEALTH WORKERS, INCLUDING THOSE OPERATING IN OUR CLINICALLY INTEGRATED NETWORKS. OUR GOAL IN SHARING THE COMMUNITY IMPACT IS TO DEMONSTRATE HOW OUR CATHOLIC NOT-FOR-PROFIT HEALTH SYSTEM MAKES A DIFFERENCE IN THE COMMUNITIES WE SERVE - FOCUSING ON IMPACTING PEOPLE EXPERIENCING POVERTY - THROUGH FINANCIAL INVESTMENTS. SAINT ALPHONSUS HEALTH SYSTEM'S COMMUNITY IMPACT IN FY24 TOTALED $179.2 MILLION.
PART VI, LINE 6: SAINT ALPHONSUS DIVIERSIFIED CARE IS A MEMBER OF TRINITY HEALTH, ONE OF THE LARGEST CATHOLIC HEALTH CARE DELIVERY SYSTEMS IN THE COUNTRY. TRINITY HEALTH'S COMMUNITY HEALTH & WELL-BEING (CHWB) STRATEGY PROMOTES OPTIMAL HEALTH FOR PEOPLE EXPERIENCING POVERTY AND OTHER VULNERABILITIES IN THE COMMUNITIES WE SERVE - EMPHASIZING THE NECESSITY TO INTEGRATE SOCIAL AND CLINICAL CARE. WE DO THIS BY: 1. ADDRESSING PATIENT SOCIAL NEEDS, 2. INVESTING IN OUR COMMUNITIES, AND 3. STRENGTHENING THE IMPACT OF OUR COMMUNITY BENEFIT. TRINITY HEALTH CHWB TEAMS LEAD THE DEVELOPMENT AND IMPLEMENTATION OF TRIENNIAL COMMUNITY HEALTH NEEDS ASSESSMENTS AND IMPLEMENTATION STRATEGIES AND FOCUS INTENTIONALLY ON ENGAGING COMMUNITIES AND RESIDENTS EXPERIENCING POVERTY AND OTHER VULNERABILITIES. WE BELIEVE THAT COMMUNITY MEMBERS AND COMMUNITIES THAT ARE THE MOST IMPACTED BY RACISM AND OTHER FORMS OF DISCRIMINATION EXPERIENCE THE GREATEST DISPARITIES AND INEQUITIES IN HEALTH OUTCOMES AND SHOULD BE INCLUSIVELY ENGAGED IN ALL COMMUNITY HEALTH ASSESSMENT AND IMPROVEMENT EFFORTS. THROUGHOUT OUR WORK, WE AIM TO DISMANTLE OPPRESSIVE SYSTEMS AND BUILD COMMUNITY CAPACITY AND PARTNERSHIPS.TRINITY HEALTH AND ITS MEMBER HOSPITALS ARE COMMITTED TO THE DELIVERY OF PEOPLE-CENTERED CARE AND SERVING AS A COMPASSIONATE AND TRANSFORMING HEALING PRESENCE WITHIN THE COMMUNITIES WE SERVE. AS A NOT-FOR-PROFIT HEALTH SYSTEM, TRINITY HEALTH REINVESTS ITS PROFITS BACK INTO THE COMMUNITIES AND IS COMMITTED TO ADDRESSING THE UNIQUE NEEDS OF EACH COMMUNITY. IN FISCAL YEAR 2024 (FY24), TRINITY HEALTH CONTRIBUTED NEARLY $1.3 BILLION IN COMMUNITY BENEFIT SPENDING TO AID THOSE WHO ARE EXPERIENCING POVERTY AND OTHER VULNERABILITIES, AND TO IMPROVE THE HEALTH STATUS OF THE COMMUNITIES IN WHICH WE SERVE. TRINITY HEALTH FURTHERED ITS COMMITMENT THROUGH AN ADDITIONAL $900 MILLION IN PROGRAMS AND INITIATIVES THAT IMPACT OUR COMMUNITIES - YIELDING A TOTAL COMMUNITY IMPACT OF $2.2 BILLION IN FY24.TRINITY HEALTH'S COMMUNITY INVESTING PROGRAM FINISHED FY24 WITH MORE THAN $68 MILLION COMMITTED TO BUILDING VITAL COMMUNITY RESOURCES. THESE FUNDS, IN PARTNERSHIP WITH 31 PARTNERS, WERE PAIRED WITH OTHER RESOURCES TO GENERATE MORE THAN $931.5 MILLION IN INVESTMENTS, WITH APPROXIMATELY 80% ($749.3 MILLION) OF THESE FUNDS SUPPORTING HIGH PRIORITY ZIP CODES WITHIN TRINITY HEALTH'S SERVICE AREAS (DEFINED AS RACIALLY/ETHNICALLY-DIVERSE COMMUNITIES WITH HIGH LEVELS OF POVERTY). BETWEEN 2018 AND APRIL 2024, THESE INVESTMENTS HAVE BEEN INSTRUMENTAL IN CREATING MUCH-NEEDED COMMUNITY RESOURCES FOR THE PEOPLE THAT WE SERVE, NOTABLY:- CREATING AT LEAST 1,100 CHILDCARE; 7,000 KINDERGARTEN THROUGH HIGH SCHOOL EDUCATION; AND 1,500 EARLY CHILDHOOD EDUCATION SLOTS.- DEVELOPING AT LEAST 7.3 MILLION SQUARE FEET OF GENERAL REAL ESTATE.- PROVIDING 872 STUDENTS NEARLY $2.5 MILLION IN SCHOLARSHIPS TO PURSUE CAREERS IN THE HEALTH PROFESSIONS.- SUPPORTING 10,800 FULL- AND PART-TIME POSITIONS INVOLVED IN THE CREATION OF THESE PROJECTS.- CREATING 12,100 UNITS OF AFFORDABLE HOUSING OVER THE LAST FIVE YEARS (INCLUDING 360 SUPPORTIVE HOUSING BEDS).ACROSS THE TRINITY HEALTH SYSTEM, OVER 875,000 (ABOUT 80%) OF THE PATIENTS SEEN IN PRIMARY CARE SETTINGS WERE SCREENED FOR SOCIAL NEEDS. ABOUT 28% OF THOSE SCREENED IDENTIFIED AT LEAST ONE SOCIAL NEED. THE TOP THREE NEEDS IDENTIFIED INCLUDED FOOD ACCESS, FINANCIAL INSECURITY AND SOCIAL ISOLATION. TRINITY HEALTH'S ELECTRONIC HEALTH RECORD (EPIC) MADE IT POSSIBLE FOR TRINITY HEALTH TO STANDARDIZE SCREENING FOR SOCIAL NEEDS AND CONNECT PATIENTS TO COMMUNITY RESOURCES THROUGH THE COMMUNITY RESOURCE DIRECTORY (CRD), COMMUNITY HEALTH WORKERS (CHW'S) AND OTHER SOCIAL CARE PROFESSIONALS. THE CRD (FINDHELP) YIELDED OVER 88,600 SEARCHES, WITH NEARLY 7,000 REFERRALS MADE AND NEARLY 400 ORGANIZATIONS ENGAGED THROUGH OUTREACH, TRAININGS, ONE-ON-ONE ENGAGEMENTS, AND COLLABORATIVES. CHW'S ARE FRONTLINE HEALTH PROFESSIONALS WHO ARE TRUSTED MEMBERS OF AND/OR HAVE A DEEP UNDERSTANDING OF THE COMMUNITY SERVED. BY COMBINING THEIR LIVED EXPERIENCE AND CONNECTIONS TO THE COMMUNITY WITH EFFECTIVE TRAINING, CHW'S PROVIDE PATIENT-CENTERED AND CULTURALLY RESPONSIVE INTERVENTIONS. CHW'S FULFILL MANY SKILLS AND FUNCTIONS INCLUDING OUTREACH, CONDUCTING ASSESSMENTS LIKE A SOCIAL NEEDS SCREENING OR A HEALTH ASSESSMENT, RESOURCE CONNECTION, SYSTEM NAVIGATION, GOAL-SETTING AND PROBLEM-SOLVING THROUGH ONGOING EDUCATION, ADVOCACY, AND SUPPORT. IN PRACTICE, SOME EXAMPLES ARE A CHW HELPING A PATIENT CONNECT WITH THEIR PRIMARY CARE DOCTOR, ASSISTING WITH A MEDICAID INSURANCE APPLICATION OR UNDERSTANDING THEIR BASIC INSURANCE BENEFITS, OR EMPOWERING A PATIENT TO ASK CLARIFYING QUESTIONS ABOUT THEIR MEDICATIONS OR PLAN OF CARE AT THEIR NEXT DOCTOR'S APPOINTMENT. IN FY24, CHW'S SUCCESSFULLY ADDRESSED NEARLY 16,000 SOCIAL NEEDS. ONE SOCIAL NEED (SUCH AS ADDRESSING HOUSING OR FOOD NEEDS) CAN OFTEN TAKE MONTHS, OR EVEN A YEAR TO SUCCESSFULLY CLOSE, WHICH MEANS THE NEED HAS BEEN FULLY MET AND IS NO LONGER IDENTIFIED AS A NEED. TRINITY HEALTH RECEIVED A NEW CENTER FOR DISEASE CONTROL AND PREVENTION GRANT (5-YEAR, $12.5 MILLION AWARD) IN JUNE 2024. SINCE ITS LAUNCH, WE HAVE CREATED 21 NEW MULTI-SECTOR PARTNERSHIPS ACROSS 16 STATES TO ACCELERATE HEALTH EQUITY IN DIABETES PREVENTION. THIS PAST FISCAL YEAR, OUR HUB ENROLLED NEARLY 700 PARTICIPANTS INTO THE 12-MONTH, EVIDENCE-BASED LIFESTYLE CHANGE PROGRAM (60% REPRESENTING BLACK, LATINX AND/OR 65+ POPULATIONS), REACHED OUT TO NEARLY 20,350 PATIENTS AT RISK FOR TYPE 2 DIABETES, RECEIVED OVER 1,350 POINT OF CARE REFERRALS FROM PHYSICIANS, AND SCREENED NEARLY 1,500 POTENTIAL PARTICIPANTS FOR HEALTH-RELATED SOCIAL NEEDS - PROVIDING CHW INTERVENTIONS WHEN REQUESTED. FOR MORE INFORMATION ABOUT TRINITY HEALTH, VISIT WWW.TRINITY-HEALTH.ORG.
Schedule H (Form 990) 2023
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Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic Attach to Form 990.
medium right arrow graphic Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
SAINT ALPHONSUS DIVERSIFIED CARE INC
 
Employer identification number

94-3028978
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2023

Schedule J (Form 990) 2023
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1ODETTE BOLANO
FRMR OFFCR;SAHS PRES;CEO WEST REGION
(i)

(ii)
0
-------------
805,254
0
-------------
389,250
0
-------------
136,882
0
-------------
237,371
0
-------------
30,117
0
-------------
1,598,874
0
-------------
104,600
2DAVID MCFADYEN
DIRECTOR; PRESIDENT; SARMC PRESIDENT
(i)

(ii)
0
-------------
466,677
0
-------------
119,174
0
-------------
32,389
0
-------------
91,717
0
-------------
38,531
0
-------------
748,488
0
-------------
23,177
3B LANNIE CHECKETTS
DIRECTOR; TREASURER; SAHS CFO
(i)

(ii)
0
-------------
420,998
0
-------------
102,232
0
-------------
80,775
0
-------------
24,750
0
-------------
39,956
0
-------------
668,711
0
-------------
0
4STEPHANIE WESTERMEIER
DIRECTOR; SECRETARY; SAHS MANG CNSL
(i)

(ii)
0
-------------
354,826
0
-------------
90,222
0
-------------
54,565
0
-------------
82,831
0
-------------
34,003
0
-------------
616,447
0
-------------
42,625
Schedule J (Form 990) 2023

Schedule J (Form 990) 2023
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 3 SAINT ALPHONSUS DIVERSIFIED CARE IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. SAINT ALPHONSUS DIVERSIFIED CARE'S PRESIDENT IS PAID DIRECTLY BY THE SYSTEM'S PARENT ENTITY, TRINITY HEALTH CORPORATION. TRINITY HEALTH CORPORATION USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF SAINT ALPHONSUS DIVERSIFIED CARE'S PRESIDENT: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY, AND - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINE 4B THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2023. THE PLAN PROVIDES RETIREMENT BENEFITS TO CERTAIN TRINITY HEALTH EXECUTIVES SUBJECT TO MEETING SPECIFIED VESTING AND EMPLOYMENT DATE REQUIREMENTS. PARTICIPANTS' VESTED BENEFITS WERE PAID OUT IN 2023, AND THEIR NON-VESTED BENEFITS FOR 2023 WERE ACCRUED. THE FOLLOWING PAYOUTS FOR 2023 FOR THE PLAN ARE INCLUDED IN COLUMN B (III) OF SCHEDULE J, PART II: ODETTE BOLANO - $105,784 B. LANNIE CHECKETTS - $62,816 DAVID MCFADYEN - $23,440 STEPHANIE WESTERMEIER - $43,108 COLUMN F OF SCHEDULE J, PART II INCLUDES THE PORTION OF THESE AMOUNTS THAT WERE REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS. THE FOLLOWING ACCRUALS FOR 2023 ARE INCLUDED IN COLUMN C OF SCHEDULE J, PART II: ODETTE BOLANO - $222,521 DAVID MCFADYEN - $76,867 STEPHANIE WESTERMEIER - $58,081 THE FOLLOWING IS A PARTICIPANT IN A TRINITY HEALTH RESTORATION PLAN. THE RESTORATION PLAN PROVIDES RETIREMENT BENEFITS FOR CERTAIN TRINITY HEALTH SYSTEM OFFICE EXECUTIVES WITH EARNINGS ABOVE THE IRS PAY CAP FOR QUALIFIED PLANS ($330,000 FOR 2023). B. LANNIE CHECKETTS THERE WERE NO PAYOUTS FOR 2023 FOR THIS PARTICIPANT.
Schedule J (Form 990) 2023

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SCHEDULE N
(Form 990)

Department of the Treasury
Internal Revenue Service
Liquidation, Termination, Dissolution, or Significant Disposition of Assets
Right arrow Complete if the organization answered "Yes" on Form 990, Part IV, lines 31 or 32; or Form 990-EZ, line 36.
Right arrow Attach certified copies of any articles of dissolution, resolutions, or plans.
Right arrow Attach to Form 990 or 990-EZ.
Right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
SAINT ALPHONSUS DIVERSIFIED CARE INC
 
Employer identification number
94-3028978
Part I
Liquidation, Termination, or Dissolution. Complete this part if the organization answered "Yes" on Form 990, Part IV, line 31, or Form 990-EZ, line 36. Part I can be duplicated if additional space is needed.
1(a) Description of asset(s)
distributed or transaction
expenses paid
(b) Date of
distribution
(c) Fair market value of
asset(s) distributed or
amount of transaction
expenses
(d) Method of
determining FMV for
asset(s) distributed or
transaction expenses
(e) EIN of recipient (f) Name and address of recipient (g) IRC section
of recipient(s) (if
tax-exempt) or type
of entity
Yes
No
2
Did or will any officer, director, trustee, or key employee of the organization:
a
Become a director or trustee of a successor or transferee organization? ...........................
2a
 
 
b
Become an employee of, or independent contractor for, a successor or transferee organization? .....................
2b
 
 
c
Become a direct or indirect owner of a successor or transferee organization? .....................
2c
 
 
d
Receive, or become entitled to, compensation or other similar payments as a result of the organization's liquidation, termination, or dissolution? ........
2d
 
 
e
If the organization answered "Yes" to any of the questions on lines 2a through 2d, provide the name of the person involved and explain in Part III. Right arrow
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50087Z
Schedule N (Form 990) (2023)

Schedule N (Form 990) (2023)
Page 2
Part I
Liquidation, Termination, or Dissolution (continued)
Note. If the organization distributed all of its assets during the tax year, then Form 990, Part X, column (B), line 16 (Total assets), and line 26 (Total liabilities), should equal -0-.
Yes
No
3
Did the organization distribute its assets in accordance with its governing instrument(s)? If "No," describe in Part III .............
3
 
 
4a
Is the organization required to notify the attorney general or other appropriate state official of its intent to dissolve, liquidate, or terminate? ......
4a
 
 
b
If "Yes," did the organization provide such notice? .....................
4b
 
 
5
Did the organization discharge or pay all of its liabilities in accordance with state laws? .....................
5
 
 
6a
Did the organization have any tax-exempt bonds outstanding during the year? .....................
6a
 
 
b
If "Yes" on line 6a, did the organization discharge or defease all of its tax-exempt bond liabilities during the tax year in accordance with the Internal Revenue Code and state laws?
6b
 
 
c
If "Yes" on line 6b, describe in Part III how the organization defeased or otherwise settled these liabilities. If "No" on line 6b, explain in Part III.

Part II
Sale, Exchange, Disposition, or Other Transfer of More Than 25% of the Organization's Assets. Complete this part if the organization answered "Yes" on Form 990, Part IV, line 32, or Form 990-EZ, line 36. Part II can be duplicated if additional space is needed.
1(a) Description of asset(s)
distributed or transaction
expenses paid
(b) Date of
distribution
(c) Fair market value of
asset(s) distributed or
amount of transaction
expenses
(d) Method of
determining FMV for
asset(s) distributed or
transaction expenses
(e) EIN of recipient (f) Name and address of recipient (g) IRC section
of recipient(s) (if
tax-exempt) or type
of entity
ENTITY CONVERTED FROM CORPORATION TO LLC, ALL ASSETS MOVED TO PARENT 06-30-2024 156,705,745 BOOK VALUE 82-0200895 ST ALPHONSUS REGIONAL MED CTR
 
1055 NORTH CURTIS ROAD
BOISE,ID83706
501(C)(3)
Yes
No
2
Did or will any officer, director, trustee, or key employee of the organization:
a
Become a director or trustee of a successor or transferee organization? .........................
2a
 
 
b
Become an employee of, or independent contractor for, a successor or transferee organization? .....................
2b
 
 
c
Become a direct or indirect owner of a successor or transferee organization? .....................
2c
 
 
d
Receive, or become entitled to, compensation or other similar payments as a result of the organization's significant disposition of assets? ........
2d
 
 
e
If the organization answered "Yes" to any of the questions on lines 2a through 2d, provide the name of the person involved and explain in Part III. Right arrow
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50087Z
Schedule N (Form 990) (2023)

Schedule N (Form 990) (2023)
Page 3
Part III
Supplemental Information. Provide the information required by Part I, lines 2e and 6c, and Part II, line 2e. Also complete this part to provide any additional information.
Return Reference Explanation
PART II, LINE 2E: EXPLANATION OF INVOLVEMENT: EFFECTIVE JULY 1, 2024, SAINT ALPHONSUS DIVERSIFIED CARE, INC. (DIVERSIFIED CARE) CONVERTED FROM AN IDAHO NON-PROFIT CORPORATION TO A LIMITED LIABILITY COMPANY. ITS PARENT AND SOLE MEMBER IS SAINT ALPHONSUS REGIONAL MEDICAL CENTER, INC. (SARMC). AS ITS SOLE MEMBER, SARMC CONTROLS 100% OF DIVERSIFIED CARE BOTH BEFORE AND AFTER THE CONVERSION.DIVERSIFIED CARE IS FILING A FINAL FORM 990 FOR THE TAX YEAR ENDED JUNE 30, 2024. AS OF JULY 1, 2024, DIVERSIFIED CARE IS A SINGLE MEMBER LLC AND WILL BE INCLUDED IN THE FORM 990 FILED BY SARMC BEGINNING WITH THE TAX YEAR ENDING JUNE 30,2025.THE SAME INDIVIDUALS HELD THE OFFICER POSITIONS OF PRESIDENT, TREASURER AND SECRETARY FOR BOTH DIVERSIFIED CARE AND SARMC. THEREFORE, THE OFFICERS OF DIVERSIFIED CARE WILL CONTINUE TO SERVE AS OFFICERS OF SARMC.
Schedule N (Form 990) (2023)



Additional Data


Software ID:  
Software Version:  


SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
SAINT ALPHONSUS DIVERSIFIED CARE INC
 
Employer identification number

94-3028978
Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF SAINT ALPHONSUS DIVERSIFIED CARE IS SAINT ALPHONSUS REGIONAL MEDICAL CENTER. SEE LINE 7 FOR ADDITIONAL INFORMATION.
FORM 990, PART VI, SECTION A, LINE 7A SAINT ALPHONSUS REGIONAL MEDICAL CENTER IS THE SOLE MEMBER OF SAINT ALPHONSUS DIVERSIFIED CARE. SAINT ALPHONSUS REGIONAL MEDICAL CENTER HAS THE RIGHT TO APPOINT ALL PERSONS TO THE BOARD OF DIRECTORS OF SAINT ALPHONSUS DIVERSIFIED CARE.
FORM 990, PART VI, SECTION A, LINE 7B AS SOLE MEMBER, SAINT ALPHONSUS REGIONAL MEDICAL CENTER MUST APPROVE CERTAIN DECISIONS OF THE GOVERNING BODY, INCLUDING THE STRATEGIC PLAN, ANNUAL CAPITAL PLAN, AND ANNUAL OPERATING BUDGET. SAINT ALPHONSUS REGIONAL MEDICAL CENTER MUST ALSO APPROVE SIGNIFICANT CHANGES SUCH AS A MERGER, DISSOLUTION, SALE OF ASSETS IN EXCESS OF CERTAIN LIMITS, AND MODIFICATIONS TO GOVERNING DOCUMENTS.
FORM 990, PART VI, SECTION A, LINE 8B LINE 8B IS ANSWERED "NO" BECAUSE SAINT ALPHONSUS DIVERSIFIED CARE HAD NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, THE FORM 990 FOR SAINT ALPHONSUS DIVERSIFIED CARE IS REVIEWED BY SENIOR MANAGEMENT. IN ADDITION, CERTAIN KEY SECTIONS OF THE FORM ARE REVIEWED BY THE SAINT ALPHONSUS HEALTH SYSTEM PLANNING AND FINANCE COMMITTEE. EACH MEMBER OF THE BOARD RECEIVES A COPY OF THE RETURN IN ITS FINAL FORM BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12C SAINT ALPHONSUS DIVERSIFIED CARE HAS ADOPTED TRINITY HEALTH'S GOVERNANCE POLICY NO. 1, WHICH SETS FORTH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND PROCESSES. IT APPLIES TO ALL "INTERESTED PERSONS" OF SAINT ALPHONSUS DIVERSIFIED CARE, WHICH INCLUDES DIRECTORS, PRINCIPAL OFFICERS, AND KEY EMPLOYEES. INTERESTED PERSONS ARE EXPECTED TO DISCHARGE THEIR DUTIES IN A MANNER THE PERSON REASONABLY BELIEVES TO BE IN THE BEST INTERESTS OF SAINT ALPHONSUS DIVERSIFIED CARE AND TO AVOID SITUATIONS INVOLVING A CONFLICT OF INTEREST. ON AN ANNUAL BASIS, INTERESTED PERSONS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT AND TO AFFIRM THEIR RECEIPT OF THE CONFLICT OF INTEREST POLICY, COMPLIANCE WITH ITS REQUIREMENTS, AND AGREE TO NOTIFY THE ORGANIZATION OF CHANGES IMPACTING THEIR ANNUAL DISCLOSURE IN ACCORDANCE WITH THE POLICY. THE ANNUAL DISCLOSURES ARE PROVIDED TO THE INTEGRITY AND COMPLIANCE OFFICER, WHO COLLABORATES WITH INTERNAL LEGAL COUNSEL TO ASSESS THE CONFLICT AND IDENTIFY A CONFLICT MANAGEMENT PLAN WHEN NECESSARY. ADDITIONALLY, THE INTEGRITY AND COMPLIANCE OFFICER ALONG WITH LEGAL COUNSEL PREPARES A REPORT FOR THE BOARD CHAIR AND CEO. A SUMMARY OF POTENTIAL CONFLICTS IS REVIEWED WITH THE BOARD OF DIRECTORS OF SAINT ALPHONSUS DIVERSIFIED CARE ON A YEARLY BASIS. INTERESTED PERSONS ARE REQUIRED TO MAKE FULL DISCLOSURE TO SAINT ALPHONSUS DIVERSIFIED CARE OF ANY FINANCIAL OR BUSINESS INTERESTS THAT MIGHT RESULT IN OR HAVE THE APPEARANCE OF A CONFLICT OF INTEREST. THE BOARD OF DIRECTORS OF SAINT ALPHONSUS DIVERSIFIED CARE IS RESPONSIBLE FOR THE REVIEW OF TRANSACTIONS TO DETERMINE WHETHER AN ACTUAL CONFLICT OF INTEREST EXISTS. IN THE EVENT OF AN ACTUAL CONFLICT, THE BOARD WILL EITHER AVOID THE CONFLICT OR APPROPRIATELY SCRUTINIZE THE TRANSACTION TO ENSURE IT IS IN THE BEST INTERESTS OF SAINT ALPHONSUS DIVERSIFIED CARE. INTERESTED PERSONS ARE REQUIRED TO RECUSE THEMSELVES FROM DISCUSSION AND VOTING ON MATTERS INVOLVING A CONFLICT OF INTEREST. THE POLICY FURTHER ADDRESSES THE PROPER DOCUMENTATION OF THE PROCEEDINGS AND POTENTIAL DISCIPLINARY AND CORRECTIVE ACTION FOR VIOLATIONS OF THE POLICY. THE POLICY IS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART VI, SECTION B, LINE 15 QUESTIONS 15A AND 15B ARE ANSWERED "NO" BECAUSE THE COMPENSATION FOR THE PRESIDENT AND TREASURER OF SAINT ALPHONSUS DIVERSIFIED CARE IS ESTABLISHED AND PAID BY TRINITY HEALTH, A RELATED ORGANIZATION. IN ESTABLISHING THE COMPENSATION FOR THESE INDIVIDUALS, TRINITY HEALTH FOLLOWS A PROCESS AND POLICY THAT IS INTENDED TO MIRROR THE IRC SECTION 4958 GUIDELINES FOR OBTAINING A "REBUTTABLE PRESUMPTION OF REASONABLENESS" WITH REGARD TO COMPENSATION AND BENEFITS. AS PART OF THAT PROCESS, THE COMPENSATION AND BENEFITS OF THE PRESIDENT AND TREASURER OF SAINT ALPHONSUS DIVERSIFIED CARE ARE REVIEWED AT LEAST ANNUALLY BY THE TRINITY HEALTH BOARD OR THE TRINITY HEALTH HUMAN RESOURCES AND COMPENSATION COMMITTEE (HRCC) OF THE BOARD, AUTHORIZED TO ACT ON BEHALF OF THE BOARD WITH RESPECT TO CERTAIN COMPENSATION MATTERS. AS PART OF ITS REVIEW PROCESS, THE HRCC RETAINS AN INDEPENDENT FIRM EXPERIENCED IN COMPENSATION AND BENEFIT MATTERS FOR NOT-FOR-PROFIT HEALTH CARE ORGANIZATIONS TO ADVISE IT IN THE DETERMINATIONS IT MAKES ON THE REASONABLENESS OF PROPOSED COMPENSATION AND BENEFITS ARRANGEMENTS. FOR OTHER EXECUTIVES WHO ARE NOT PART OF THE REBUTTABLE PRESUMPTION PROCESS, TRINITY HEALTH USES A MARKET ANALYSIS TO DETERMINE THE APPROPRIATENESS OF THE EXECUTIVE'S COMPENSATION.
FORM 990, PART VI, SECTION C, LINE 19 SAINT ALPHONSUS DIVERSIFIED CARE IS A SUBSIDIARY ORGANIZATION IN THE TRINITY HEALTH SYSTEM. TRINITY HEALTH MAKES CERTAIN OF ITS KEY DOCUMENTS AVAILABLE TO THE PUBLIC ON ITS WEBSITE, WWW.TRINITY-HEALTH.ORG, IN THE "ABOUT US" SECTION. IN THIS SECTION, THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE PUBLICLY AVAILABLE. IN ADDITION, SAINT ALPHONSUS DIVERSIFIED CARE INCLUDES A COPY OF ITS MOST RECENTLY FILED SCHEDULE H ON TRINITY HEALTH'S WEBSITE. SAINT ALPHONSUS DIVERSIFIED CARE'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9: EQUITY TRANSFERS TO AFFILIATES -4,040,000. EQUITY TRANSFER TO PARENT, ENTITY CONVERSION FROM CORPORATION TO LLC -156,705,745.
FORM 990, PART XII, LINE 2: SAINT ALPHONSUS DIVERSIFIED CARE'S FINANCIAL STATEMENTS WERE INCLUDED IN THE FY24 CONSOLIDATED FINANCIAL STATEMENTS OF TRINITY HEALTH, WHICH WERE AUDITED BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2023


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
SAINT ALPHONSUS DIVERSIFIED CARE INC
 
Employer identification number

94-3028978
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity











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


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


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

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1)ADVANTAGE HEALTHSAINT MARY'S MEDICAL GROUP
200 JEFFERSON AVE SE

GRAND RAPIDS,MI49503
27-2491974
HEALTH CARE SERVICES MI 501(C)(3) LINE 10 TRINITY HEALTH-MICHIGAN
 
Yes
 
(2)ALLEGANY FRANCISCAN MINISTRIES INC
33920 US HIGHWAY 19 NORTH SUITE 269

PALM HARBOR,FL34684
58-1492325
GRANT MAKING FL 501(C)(3) LINE 12A, I TRINITY HEALTH CORPORATION
 
Yes
 
(3)ASYLUM HILL FAMILY MEDICINE CENTER INC
114 WOODLAND STREET

HARTFORD,CT06105
06-1450170
HEALTH CARE SERVICES CT 501(C)(3) LINE 3 TRINITY HEALTH OF NEW ENGLAND CORP INC
 
Yes
 
(4)BAUM HARMON MERCY HOSPITAL
801 5TH STREET

SIOUX CITY,IA51101
42-1500277
HEALTH CARE AND HOSPITAL SERVICES IA 501(C)(3) LINE 3 MERCY HEALTH SERVICES-IOWA CORP
 
Yes
 
(5)BAUM HARMON MERCY HOSPITAL AND CLINICS FOUNDATION
801 5TH STREET

SIOUX CITY,IA51101
26-2973307
FOUNDATION IA 501(C)(3) LINE 12A, I BAUM HARMON MERCY HOSPITAL
 
Yes
 
(6)BEECHWOOD INC
2212 BURDETT AVE

TROY,NY12180
14-1651563
TITLE HOLDING COMPANY NY 501(C)(2) N/A LTC (EDDY) INC
 
Yes
 
(7)BETHLEHEM HAVEN OF PITTSBURGH
905 WATSON STREET

PITTSBURGH,PA15219
25-1436685
HOMELESS SHELTER PA 501(C)(3) LINE 7 PITTSBURGH MERCY HEALTH SYSTEM INC
 
Yes
 
(8)BEVERWYCK INC
40 AUTUMN DRIVE

SLINGERLANDS,NY12159
14-1717028
SENIOR LIVING COMMUNITY NY 501(C)(3) LINE 10 LTC (EDDY) INC
 
Yes
 
(9)BRIGHTSIDE INC
114 WOODLAND STREET

HARTFORD,CT06105
04-2182395
HEALTH CARE SERVICES MA 501(C)(3) LINE 10 THE MERCY HOSPITAL INC
 
Yes
 
(10)CAPITAL REGION GERIATRIC CENTER INC
421 WEST COLUMBIA STREET

COHOES,NY12047
14-1701597
LONG TERM CARE NY 501(C)(3) LINE 10 LTC (EDDY) INC
 
Yes
 
(11)CATHERINE MCAULEY HEALTH SERVICES CORP
5315 ELLIOTT DR 102

YPSILANTI,MI48197
38-2507173
HEALTH CARE SERVICES MI 501(C)(3) LINE 3 TRINITY HEALTH-MICHIGAN
 
Yes
 
(12)CATHOLIC HEALTH INITIATIVES - IOWA CORP
1111 6TH AVENUE

DES MOINES,IA50314
42-0680448
HEALTH CARE AND HOSPITAL SERVICES IA 501(C)(3) LINE 3 MERCY HEALTH NETWORK INC
 
Yes
 
(13)CATHOLIC HEALTH MINISTRIES
20555 VICTOR PARKWAY

LIVONIA,MI48152
GOVERNANCE AND MANAGEMENT OF TRINITY HEALTH SYSTEM VT 501(C)(3) LINE 1 N/A
 
No
(14)CENTRAL COMMUNITY HOSPITAL
901 DAVIDSON ST NW

ELKADER,IA52043
42-0818642
HEALTH CARE AND HOSPITAL SERVICES IA 501(C)(3) LINE 3 MERCY COMMUNITY HOSPITAL GROUP LLC
 
Yes
 
(15)COVENANT FOUNDATION INC
3421 WEST NINTH STREET

WATERLOO,IA50702
42-1295784
FOUNDATION IA 501(C)(3) LINE 7 COVENANT MEDICAL CENTER INC
 
Yes
 
(16)COVENANT MEDICAL CENTER INC
3421 WEST NINTH STREET

WATERLOO,IA50702
42-1264647
HEALTH CARE AND HOSPITAL SERVICES IA 501(C)(3) LINE 3 WHEATON FRANCISCAN HEALTHCARE-IOWA INC
 
Yes
 
(17)DILEY RIDGE MEDICAL CENTER
3100 EASTON SQUARE PL STE 300

COLUMBUS,OH43219
34-2032340
HEALTH CARE AND HOSPITAL SERVICES OH 501(C)(3) LINE 3 MOUNT CARMEL HEALTH SYSTEM
 
Yes
 
(18)DUBUQUE MERCY HEALTH FOUNDATION
250 MERCY DRIVE

DUBUQUE,IA52001
26-2227941
FOUNDATION IA 501(C)(3) LINE 12A, I MERCY HEALTH SERVICES-IOWA CORP
 
Yes
 
(19)DYERSVILLE HEALTH FOUNDATION INC
1111 3RD STREET SW

DYERSVILLE,IA52040
20-5383271
FOUNDATION IA 501(C)(3) LINE 12A, I MERCY HEALTH SERVICES-IOWA CORP
 
Yes
 
(20)EDDY LICENSED HOME CARE AGENCY
433 RIVER ST SUITE 3000

TROY,NY12180
14-1818568
HOME HEALTH SERVICES NY 501(C)(3) LINE 3 LTC (EDDY) INC
 
Yes
 
(21)EMBRACING AGE INC
333 BUTTERNUT DRIVE

DEWITT,NY13214
46-1051881
PACE PROGRAM NY 501(C)(3) LINE 12B, II ST JOSEPH'S HEALTH INC
 
Yes
 
(22)EMPIRE HOME INFUSION SERVICE INC
10 BLACKSMITH DRIVE

MALTA,NY12020
14-1795732
HOME HEALTH SERVICES NY 501(C)(3) LINE 10 HOME AIDE SERVICE OF EASTERN NEW YORK INC
 
Yes
 
(23)FARREN CARE CENTER INC
PO BOX 9184

FARMINGTON HILLS,MI48333
04-2501711
LONG TERM CARE MA 501(C)(3) LINE 3 TRINITY CONTINUING CARE SERVICES
 
Yes
 
(24)FRANCISCAN ELDERCARE CORPORATION
PO BOX 2500

WILMINGTON,DE19805
22-3008680
LONG TERM CARE (INACTIVE) DE 501(C)(3) LINE 10 ST FRANCIS HOSPITAL INC
 
Yes
 
(25)GENESIS HEALTH SERVICES FOUNDATION
1227 E RUSHOLME STREET

DAVENPORT,IA52803
42-1421670
FOUNDATION IA 501(C)(3) LINE 7 GENESIS HEALTH SYSTEM
 
Yes
 
(26)GENESIS HEALTH SYSTEM
1227 E RUSHOLME STREET

DAVENPORT,IA52803
42-1418847
HEALTH CARE AND HOSPITAL SERVICES IA 501(C)(3) LINE 3 MERCY HEALTH NETWORK INC
 
Yes
 
(27)GENESIS HEALTH SYSTEM (IL)
801 ILLINI DRIVE

SILVIS,IL61282
36-3616314
HEALTH CARE AND HOSPITAL SERVICES IL 501(C)(3) LINE 3 MERCY HEALTH NETWORK INC
 
Yes
 
(28)GENESIS HEALTH SYSTEM WORKERS' COMPENSATION PLAN AND TRUST
1227 E RUSHOLME STREET

DAVENPORT,IA52803
39-1905171
EMPLOYEE BENEFIT TRUST IA 501(C)(3) LINE 12A, I GENESIS HEALTH SYSTEM
 
Yes
 
(29)GENESIS MEDICAL CENTER ALEDO
409 NW 9TH AVENUE

ALEDO,IL61231
45-4475683
HEALTH CARE AND HOSPITAL SERVICES IL 501(C)(3) LINE 3 GENESIS HEALTH SYSTEM (IL)
 
Yes
 
(30)GLACIER HILLS FOUNDATION
1200 EARHART RD

ANN ARBOR,MI48105
20-8072723
FOUNDATION MI 501(C)(3) LINE 12A, I GLACIER HILLS INC
 
Yes
 
(31)GLACIER HILLS INC
1200 EARHART RD

ANN ARBOR,MI48105
38-1891500
SENIOR LIVING COMMUNITY MI 501(C)(3) LINE 10 TRINITY CONTINUING CARE SERVICES
 
Yes
 
(32)GLEN EDDY INC
1 GLEN EDDY DRIVE

NISKAYUNA,NY12309
14-1794150
SENIOR LIVING COMMUNITY NY 501(C)(3) LINE 10 LTC (EDDY) INC
 
Yes
 
(33)GLOBAL HEALTH MINISTRY
20555 VICTOR PARKWAY

LIVONIA,MI48152
42-1253527
HEALTH CARE SERVICES MI 501(C)(3) LINE 12A, I TRINITY HEALTH CORPORATION
 
Yes
 
(34)GOOD SAMARITAN HOSPITAL INC
5401 LAKE OCONEE PARKWAY

GREENSBORO,GA30642
26-1720984
HEALTH CARE AND HOSPITAL SERVICES GA 501(C)(3) LINE 3 TRINITY HEALTH GEORGIA INC
 
Yes
 
(35)GOTTLIEB COMMUNITY HEALTH SERVICES CORPORATION
701 W NORTH AVE

MELROSE PARK,IL60160
36-3332852
HEALTH CARE AND HOSPITAL SERVICES IL 501(C)(3) LINE 3 LOYOLA UNIVERSITY HEALTH SYSTEM
 
Yes
 
(36)GOTTLIEB MEMORIAL FOUNDATION
701 WEST NORTH AVENUE

MELROSE PARK,IL60160
74-3260011
FOUNDATION IL 501(C)(3) LINE 12D, III-O N/A
 
No
(37)GOTTLIEB MEMORIAL HOSPITAL
701 W NORTH AVE

MELROSE PARK,IL60160
36-2379649
HEALTH CARE AND HOSPITAL SERVICES IL 501(C)(3) LINE 3 LOYOLA UNIVERSITY HEALTH SYSTEM
 
Yes
 
(38)HAWTHORNE RIDGE INC
30 COMMUNITY WAY

EAST GREENBUSH,NY12061
80-0102840
SENIOR LIVING COMMUNITY NY 501(C)(3) LINE 10 LTC (EDDY) INC
 
Yes
 
(39)HEARTWOOD LODGE TRINITY HEALTH
PO BOX 530009

LIVONIA,MI48152
38-2602971
HEALTH CARE SERVICES MI 501(C)(3) LINE 10 TRINITY CONTINUING CARE SERVICES
 
Yes
 
(40)HERITAGE HOUSE NURSING CENTER INC
2920 TIBBITS AVE

TROY,NY12180
14-1725101
LONG TERM CARE NY 501(C)(3) LINE 10 LTC (EDDY) INC
 
Yes
 
(41)HOLY CROSS CARENET INC
PO BOX 530009

LIVONIA,MI48152
52-1945054
LONG TERM CARE MD 501(C)(3) LINE 10 TRINITY CONTINUING CARE SERVICES
 
Yes
 
(42)HOLY CROSS HEALTH FOUNDATION INC
1500 FOREST GLEN ROAD

SILVER SPRING,MD20910
20-8428450
FOUNDATION MD 501(C)(3) LINE 7 HOLY CROSS HEALTH INC
 
Yes
 
(43)HOLY CROSS HEALTH INC
1500 FOREST GLEN ROAD

SILVER SPRING,MD20910
52-0738041
HEALTH CARE AND HOSPITAL SERVICES MD 501(C)(3) LINE 3 TRINITY HEALTH CORPORATION
 
Yes
 
(44)HOLY CROSS HOSPITAL INC
4725 NORTH FEDERAL HIGHWAY

FT LAUDERDALE,FL33308
59-0791028
HEALTH CARE AND HOSPITAL SERVICES FL 501(C)(3) LINE 3 TRINITY HEALTH CORPORATION
 
Yes
 
(45)HOLY CROSS OUTPATIENT SERVICES INC
4725 NORTH FEDERAL HIGHWAY

FT LAUDERDALE,FL33308
46-5421068
HEALTH CARE SERVICES FL 501(C)(3) LINE 10 HOLY CROSS HOSPITAL INC
 
Yes
 
(46)HOLY CROSS PRIMARY CARE INC
4725 NORTH FEDERAL HIGHWAY

FT LAUDERDALE,FL33308
81-2531495
HEALTH CARE SERVICES FL 501(C)(3) LINE 10 HOLY CROSS HOSPITAL INC
 
Yes
 
(47)HOLY CROSS SENIOR SERVICES INC
4725 NORTH FEDERAL HIGHWAY

FT LAUDERDALE,FL33308
83-2256461
HEALTH CARE SERVICES FL 501(C)(3) LINE 10 HOLY CROSS HOSPITAL INC
 
Yes
 
(48)HOME AIDE SERVICE OF EASTERN NEW YORK INC
433 RIVER ST SUITE 3000

TROY,NY12180
14-1514867
HOME HEALTH SERVICES NY 501(C)(3) LINE 10 LTC (EDDY) INC
 
Yes
 
(49)HOSPICE OF NORTH IOWA
232 SECOND STREET SE

MASON CITY,IA50401
42-1173708
HOSPICE SERVICES IA 501(C)(3) LINE 10 MERCY HEALTH SERVICES-IOWA CORP
 
Yes
 
(50)HOSPICE OF NORTH OTTAWA COMMUNITY INC
PO BOX 532020

LIVONIA,MI48153
38-2370192
HOSPICE SERVICES MI 501(C)(3) LINE 10 TRINITY HOME HEALTH SERVICES
 
Yes
 
(51)HOUSE OF MERCY
1111 6TH AVENUE

DES MOINES,IA50314
42-1323808
HEALTH CARE SERVICES IA 501(C)(3) LINE 7 CATHOLIC HEALTH INITIATIVES - IOWA CORP
 
Yes
 
(52)IHA HEALTH SERVICES CORPORATION
24 FRANK LLOYD WRIGHT DR LOBBY J

ANN ARBOR,MI48105
38-3316559
HEALTH CARE SERVICES MI 501(C)(3) LINE 10 TRINITY HEALTH-MICHIGAN
 
Yes
 
(53)JOHNSON MEMORIAL HOSPITAL INC
114 WOODLAND STREET

HARTFORD,CT06105
47-5676956
HEALTH CARE AND HOSPITAL SERVICES CT 501(C)(3) LINE 3 TRINITY HEALTH OF NEW ENGLAND CORP INC
 
Yes
 
(54)LANGHORNE MRI INC
1201 LANGHORNE-NEWTOWN ROAD

LANGHORNE,PA19047
23-2519529
HEALTH CARE SERVICES (INACTIVE) PA 501(C)(3) LINE 10 ST MARY MEDICAL CENTER
 
Yes
 
(55)LIFE AT LOURDES INC
2475 MCCLELLAN AVENUE

PENNSAUKEN,NJ08109
26-1854750
PACE PROGRAM NJ 501(C)(3) LINE 10 TRINITY HEALTH PACE
 
Yes
 
(56)LIFE AT ST FRANCIS HEALTHCARE INC
1072 JUSTISON STREET

WILMINGTON,DE19801
45-2569214
PACE PROGRAM DE 501(C)(3) LINE 10 TRINITY HEALTH PACE
 
Yes
 
(57)LIFE ST JOSEPH OF THE PINES INC
4900 RAEFORD ROAD

FAYETTEVILLE,NC28304
27-2159847
PACE PROGRAM NC 501(C)(3) LINE 10 TRINITY HEALTH PACE
 
Yes
 
(58)LIFE ST MARY
2500 NORTHGATE ROAD

TREVOSE,PA19053
26-2976184
PACE PROGRAM PA 501(C)(3) LINE 10 TRINITY HEALTH PACE
 
Yes
 
(59)LOYOLA MEDICINE TRANSPORT LLC
905 W NORTH AVE

MELROSE PARK,IL60160
47-4147171
TRANSPORTATION SERVICES IL 501(C)(3) LINE 10 LOYOLA UNIVERSITY MEDICAL CENTER
 
Yes
 
(60)LOYOLA UNIVERSITY HEALTH SYSTEM
2160 SOUTH FIRST AVENUE

MAYWOOD,IL60153
36-3342448
HEALTH CARE SYSTEM MANAGEMENT AND SUPPORT IL 501(C)(3) LINE 12C, III-FI TRINITY HEALTH CORPORATION
 
Yes
 
(61)LOYOLA UNIVERSITY MEDICAL CENTER
2160 SOUTH FIRST AVENUE

MAYWOOD,IL60153
36-4015560
HEALTH CARE AND HOSPITAL SERVICES IL 501(C)(3) LINE 3 LOYOLA UNIVERSITY HEALTH SYSTEM
 
Yes
 
(62)LTC (EDDY) INC
2212 BURDETT AVE

TROY,NY12180
22-2564710
MANAGEMENT SERVICES FOR LONG TERM CARE NY 501(C)(3) LINE 12B, II ST PETER'S HEALTH PARTNERS
 
Yes
 
(63)MAXIS HEALTH SYSTEM
20555 VICTOR PARKWAY

LIVONIA,MI48152
91-1940902
HEALTH CARE SYSTEM MANAGEMENT AND SUPPORT PA 501(C)(3) LINE 12A, I TRINITY HEALTH CORPORATION
 
Yes
 
(64)MCAULEY CENTER INC
275 STEELE ROAD

WEST HARTFORD,CT06117
06-1058086
SENIOR LIVING COMMUNITY CT 501(C)(3) LINE 10 MERCY COMMUNITY HEALTH INC
 
Yes
 
(65)MCAULEY MINISTRIES
3333 FIFTH AVENUE

PITTSBURGH,PA15213
94-3436142
GRANT MAKING PA 501(C)(3) LINE 12B, II PITTSBURGH MERCY HEALTH SYSTEM INC
 
Yes
 
(66)MEDIC EMS
1204 E HIGH STREET

DAVENPORT,IA52803
42-1186903
AMBULANCE TRANSFERS IA 501(C)(3) LINE 12C, III-FI N/A
 
No
(67)MERCY AUXILARY
814 13TH AVE N UNIT 6A

CLINTON,IA53732
42-1348035
VOLUNTEER SERVICE AUXILIARY IA 501(C)(3) LINE 12A, I N/A
 
No
(68)MERCY AUXILIARY OF CENTRAL IOWA
1111 6TH AVENUE

DES MOINES,IA50314
42-6076069
VOLUNTEER SERVICE AUXILIARY IA 501(C)(3) LINE 12A, I MERCY FOUNDATION OF DES MOINES IOWA
 
Yes
 
(69)MERCY CARE CENTER
3753 SOUTH COTTAGE GROVE AVE

CHICAGO,IL60653
85-3904921
HEALTH CARE AND HOSPITAL SERVICES IL 501(C)(3) LINE 3 TRINITY HEALTH CORPORATION
 
Yes
 
(70)MERCY CARE FOUNDATION INC
424 DECATUR STREET

ATLANTA,GA30312
58-1448522
FOUNDATION GA 501(C)(3) LINE 7 SAINT JOSEPH'S HEALTH SYSTEM INC
 
Yes
 
(71)MERCY CATHOLIC MEDICAL CENTER OF SOUTHEASTERN PENNSYLVANIA
3805 W CHESTER PIKE STE 100

NEWTOWN SQUARE,PA19073
23-1352191
HEALTH CARE AND HOSPITAL SERVICES PA 501(C)(3) LINE 3 TRINITY HEALTH OF THE MID-ATLANTIC REGION
 
Yes
 
(72)MERCY CLINICS INC
1111 6TH AVENUE

DES MOINES,IA50314
42-1193699
HEALTH CARE SERVICES IA 501(C)(3) LINE 10 CATHOLIC HEALTH INITIATIVES - IOWA CORP
 
Yes
 
(73)MERCY COLLEGE OF HEALTH SCIENCES
928 6TH AVENUE

DES MOINES,IA50309
42-1511682
COLLEGE OF HEALTH SCIENCE IA 501(C)(3) LINE 2 CATHOLIC HEALTH INITIATIVES - IOWA CORP
 
Yes
 
(74)MERCY COMMUNITY HEALTH INC
2021 ALBANY AVENUE

WEST HARTFORD,CT06117
06-1492707
HEALTH CARE SYSTEM MANAGEMENT AND SUPPORT CT 501(C)(3) LINE 12B, II TRINITY CONTINUING CARE SERVICES
 
Yes
 
(75)MERCY FAMILY SUPPORT
3805 WEST CHESTER PIKE SUITE 100

NEWTOWN SQUARE,PA19073
23-2325059
HOME HEALTH SERVICES PA 501(C)(3) LINE 10 MERCY HOME HEALTH SERVICES
 
Yes
 
(76)MERCY FOUNDATION OF DES MOINES IOWA
1111 6TH AVENUE

DES MOINES,IA50314
23-7358794
FOUNDATION IA 501(C)(3) LINE 7 CATHOLIC HEALTH INITIATIVES - IOWA CORP
 
Yes
 
(77)MERCY FOUNDATION INC
2160 SOUTH FIRST AVENUE

MAYWOOD,IL60153
36-3227350
FOUNDATION IL 501(C)(3) LINE 7 MERCY HEALTH SYSTEM OF CHICAGO
 
Yes
 
(78)MERCY GENERAL HEALTH PARTNERS AMICARE HOMECARE
PO BOX 532020

LIVONIA,MI48153
38-3321856
HOME HEALTH SERVICES MI 501(C)(3) LINE 10 TRINITY HOME HEALTH SERVICES
 
Yes
 
(79)MERCY HEALTH FOUNDATION OF SOUTHEASTERN PENNSYLVANIA
3805 WEST CHESTER PIKE SUITE 100

NEWTOWN SQUARE,PA19073
23-2829864
FOUNDATION PA 501(C)(3) LINE 12B, II TRINITY HEALTH OF THE MID-ATLANTIC REGION
 
Yes
 
(80)MERCY HEALTH NETWORK INC
411 LAUREL STREET SUITE 200

DES MOINES,IA50314
42-1478417
HEALTH CARE SYSTEM MANAGEMENT AND SUPPORT DE 501(C)(3) LINE 12B, II TRINITY HEALTH CORPORATION
 
Yes
 
(81)MERCY HEALTH PARTNERS
1500 E SHERMAN BLVD

MUSKEGON,MI49444
38-2589966
HEALTH CARE AND HOSPITAL SERVICES MI 501(C)(3) LINE 3 TRINITY HEALTH-MICHIGAN
 
Yes
 
(82)MERCY HEALTH PLAN
3805 WEST CHESTER PIKE SUITE 100

NEWTOWN SQUARE,PA19073
22-2483605
MEDICAID MANAGED CARE PLAN PA 501(C)(3) LINE 12B, II TRINITY HEALTH OF THE MID-ATLANTIC REGION
 
Yes
 
(83)MERCY HEALTH SERVICES - IOWA CORP
1000 4TH STREET SW

MASON CITY,IA50401
31-1373080
HEALTH CARE AND HOSPITAL SERVICES DE 501(C)(3) LINE 3 TRINITY HEALTH CORPORATION
 
Yes
 
(84)MERCY HEALTH SYSTEM OF CHICAGO
2160 SOUTH FIRST AVENUE

MAYWOOD,IL60153
36-3163327
HEALTH CARE SYSTEM MANAGEMENT AND SUPPORT IL 501(C)(3) LINE 12B, II TRINITY HEALTH CORPORATION
 
Yes
 
(85)MERCY HEALTHCARE FOUNDATION - CLINTON
1410 N 4TH ST

CLINTON,IA52732
42-1316126
FOUNDATION IA 501(C)(3) LINE 7 MERCY MEDICAL CENTER - CLINTON INC
 
Yes
 
(86)MERCY HOME HEALTH
PO BOX 532020

LIVONIA,MI48153
23-1352099
HOME HEALTH SERVICES PA 501(C)(3) LINE 10 TRINITY HOME HEALTH SERVICES
 
Yes
 
(87)MERCY HOME HEALTH SERVICES
3805 WEST CHESTER PIKE SUITE 100

NEWTOWN SQUARE,PA19073
23-2325058
MANAGEMENT SERVICES FOR HOME HEALTH PA 501(C)(3) LINE 12B, II TRINITY HEALTH OF THE MID-ATLANTIC REGION
 
Yes
 
(88)MERCY HOSPITAL AND MEDICAL CENTER
2160 SOUTH FIRST AVENUE

MAYWOOD,IL60153
36-2170152
HEALTH CARE AND HOSPITAL SERVICES IL 501(C)(3) LINE 3 MERCY HEALTH SYSTEM OF CHICAGO
 
Yes
 
(89)MERCY HOSPITAL CADILLAC FOUNDATION
318 RIVER RIDGE DR NW SUITE 100

WALKER,MI49544
20-3357131
FOUNDATION MI 501(C)(3) LINE 12A, I TRINITY HEALTH-MICHIGAN
 
Yes
 
(90)MERCY HOSPITAL OF FRANCISCAN SISTERS INC
201 8TH AVENUE SE

OELWEIN,IA50662
42-1178403
HEALTH CARE AND HOSPITAL SERVICES IA 501(C)(3) LINE 3 WHEATON FRANCISCAN HEALTHCARE-IOWA INC
 
Yes
 
(91)MERCY LIFE
1930 SOUTH BROAD STREET

PHILADELPHIA,PA19145
23-2840137
PACE PROGRAM PA 501(C)(3) LINE 10 TRINITY HEALTH PACE
 
Yes
 
(92)MERCY LIFE CENTER CORPORATION
1200 REEDSDALE STREET

PITTSBURGH,PA15233
25-1604115
COMMUNITY OUTREACH PA 501(C)(3) LINE 10 PITTSBURGH MERCY HEALTH SYSTEM INC
 
Yes
 
(93)MERCY LIFE OF ALABAMA
PO BOX 7957

MOBILE,AL36670
27-3163002
PACE PROGRAM AL 501(C)(3) LINE 10 TRINITY HEALTH PACE
 
Yes
 
(94)MERCY LIFE INC
200 HILLSIDE CIRCLE

WEST SPRINGFIELD,MA01089
45-3086711
PACE PROGRAM MA 501(C)(3) LINE 10 TRINITY HEALTH PACE
 
Yes
 
(95)MERCY MANAGEMENT OF SOUTHEASTERN PENNSYLVANIA
3805 WEST CHESTER PIKE SUITE 100

NEWTOWN SQUARE,PA19073
23-2627944
HEALTH CARE SERVICES PA 501(C)(3) LINE 3 MERCY PHYSICIAN NETWORK
 
Yes
 
(96)MERCY MEDICAL CENTER - CENTERVILLE
1 ST JOSEPHS DRIVE

CENTERVILLE,IA52544
42-0680308
HEALTH CARE AND HOSPITAL SERVICES IA 501(C)(3) LINE 3 CATHOLIC HEALTH INITIATIVES - IOWA CORP
 
Yes
 
(97)MERCY MEDICAL CENTER - CLINTON INC
1410 NORTH 4TH ST

CLINTON,IA52732
42-1336618
HEALTH CARE AND HOSPITAL SERVICES DE 501(C)(3) LINE 3 MERCY HEALTH SERVICES-IOWA CORP
 
Yes
 
(98)MERCY MEDICAL CENTER - NEWTON
204 N 4TH AVE E

NEWTON,IA50208
42-1470935
HEALTH CARE AND HOSPITAL SERVICES IA 501(C)(3) LINE 3 CATHOLIC HEALTH INITIATIVES - IOWA CORP
 
Yes
 
(99)MERCY MEDICAL CENTER - SIOUX CITY FOUNDATION
801 5TH STREET

SIOUX CITY,IA51101
14-1880022
FOUNDATION IA 501(C)(3) LINE 7 MERCY HEALTH SERVICES-IOWA CORP
 
Yes
 
(100)MERCY MEDICAL CENTER FOUNDATION - NORTH IOWA
1000 4TH STREET SW

MASON CITY,IA50401
42-1229151
FOUNDATION IA 501(C)(3) LINE 7 MERCY HEALTH SERVICES-IOWA CORP
 
Yes
 
(101)MERCY MEDICAL GROUP INC
114 WOODLAND STREET

HARTFORD,CT06105
45-4884805
HEALTH CARE SERVICES MA 501(C)(3) LINE 3 THE MERCY HOSPITAL INC
 
Yes
 
(102)MERCY SENIOR CARE INC
424 DECATUR STREET

ATLANTA,GA30312
58-1366508
COMMUNITY OUTREACH GA 501(C)(3) LINE 7 SAINT JOSEPH'S HEALTH SYSTEM INC
 
Yes
 
(103)MERCY SERVICES DOWNTOWN INC
424 DECATUR STREET

ATLANTA,GA30312
27-2046353
TITLE HOLDING COMPANY GA 501(C)(3) LINE 12B, II SAINT JOSEPH'S HEALTH SYSTEM INC
 
Yes
 
(104)MERCY SERVICES FOR AGING NONPROFIT HOUSING CORPORATION
PO BOX 530009

LIVONIA,MI48152
38-2719605
LONG TERM CARE MI 501(C)(3) LINE 10 TRINITY CONTINUING CARE SERVICES
 
Yes
 
(105)MERCY SPECIALIST PHYSICIANS INC
114 WOODLAND STREET

HARTFORD,CT06105
26-4033168
HEALTH CARE SERVICES MA 501(C)(3) LINE 3 THE MERCY HOSPITAL INC
 
Yes
 
(106)MERCY SUBURBAN HOSPITAL
3805 WEST CHESTER PIKE SUITE 100

NEWTOWN SQUARE,PA19073
23-1396763
HEALTH CARE AND HOSPITAL SERVICES PA 501(C)(3) LINE 3 TRINITY HEALTH OF THE MID-ATLANTIC REGION
 
Yes
 
(107)MOUNT CARMEL COLLEGE OF NURSING
3100 EASTON SQUARE PL STE 300

COLUMBUS,OH43219
31-1308555
COLLEGE OF NURSING OH 501(C)(3) LINE 2 MOUNT CARMEL HEALTH SYSTEM
 
Yes
 
(108)MOUNT CARMEL HEALTH INSURANCE COMPANY
3100 EASTON SQUARE PL STE 300

COLUMBUS,OH43219
25-1912781
HEALTH INSURANCE OH 501(C)(4) N/A MOUNT CARMEL HEALTH SYSTEM
 
Yes
 
(109)MOUNT CARMEL HEALTH PLAN OF CONNECTICUT INC
3100 EASTON SQUARE PL STE 300

COLUMBUS,OH43219
87-3948434
MEDICARE HMO CT 501(C)(4) N/A MOUNT CARMEL HEALTH PLAN INC
 
Yes
 
(110)MOUNT CARMEL HEALTH PLAN OF IDAHO INC
3100 EASTON SQUARE PL STE 300

COLUMBUS,OH43219
83-1422704
MEDICARE HMO ID 501(C)(4) N/A MOUNT CARMEL HEALTH PLAN INC
 
Yes
 
(111)MOUNT CARMEL HEALTH PLAN OF NEW YORK INC
3100 EASTON SQUARE PL STE 300

COLUMBUS,OH43219
83-3278543
MEDICARE HMO NY 501(C)(4) N/A MOUNT CARMEL HEALTH PLAN INC
 
Yes
 
(112)MOUNT CARMEL HEALTH PLAN INC
3100 EASTON SQUARE PL STE 300

COLUMBUS,OH43219
31-1471229
MEDICARE HMO OH 501(C)(4) N/A MOUNT CARMEL HEALTH SYSTEM
 
Yes
 
(113)MOUNT CARMEL HEALTH SYSTEM
3100 EASTON SQUARE PL STE 300

COLUMBUS,OH43219
31-1439334
HEALTH CARE AND HOSPITAL SERVICES OH 501(C)(3) LINE 3 TRINITY HEALTH CORPORATION
 
Yes
 
(114)MOUNT CARMEL HEALTH SYSTEM FOUNDATION
3100 EASTON SQUARE PL STE 300

COLUMBUS,OH43219
31-1113966
FOUNDATION OH 501(C)(3) LINE 12A, I MOUNT CARMEL HEALTH SYSTEM
 
Yes
 
(115)MOUNT SINAI HOSPITAL FOUNDATION INC
114 WOODLAND STREET

HARTFORD,CT06105
22-2584082
FOUNDATION CT 501(C)(3) LINE 12C, III-FI N/A
 
No
(116)MOUNT SINAI REHABILITATION HOSPITAL INC
114 WOODLAND STREET

HARTFORD,CT06105
06-1422973
HEALTH CARE AND HOSPITAL SERVICES CT 501(C)(3) LINE 3 TRINITY HEALTH OF NEW ENGLAND CORP INC
 
Yes
 
(117)MOUNT ST JOSEPH
20555 VICTOR PARKWAY

LIVONIA,MI48152
01-0274998
LONG TERM CARE ME 501(C)(3) LINE 3 MERCY COMMUNITY HEALTH INC
 
Yes
 
(118)MUSKEGON COMMUNITY HEALTH PROJECT
1675 LEAHY ST SUITE 210

MUSKEGON,MI49442
91-1932918
COMMUNITY OUTREACH MI 501(C)(3) LINE 7 MERCY HEALTH PARTNERS
 
Yes
 
(119)NAZARETH HOSPITAL
3805 WEST CHESTER PIKE SUITE 100

NEWTOWN SQUARE,PA19073
23-2794121
HEALTH CARE AND HOSPITAL SERVICES PA 501(C)(3) LINE 3 TRINITY HEALTH OF THE MID-ATLANTIC REGION
 
Yes
 
(120)NAZARETH PHYSICIAN SERVICES INC
3805 WEST CHESTER PIKE SUITE 100

NEWTOWN SQUARE,PA19073
20-3261266
HEALTH CARE SERVICES PA 501(C)(3) LINE 3 MERCY PHYSICIAN NETWORK
 
Yes
 
(121)NORTH OTTAWA HOSPITAL AUXILIARY INC
1309 SHELDON ROAD

GRAND HAVEN,MI49417
38-6088836
FUNDRAISING MI 501(C)(3) LINE 12D, III-O N/A
 
No
(122)NORTHEAST IOWA REAL ESTATE INVESTMENTS LTD
3421 WEST NINTH STREET

WATERLOO,IA50702
42-1207432
TITLE HOLDING COMPANY IA 501(C)(2) N/A WHEATON FRANCISCAN HEALTHCARE-IOWA INC
 
Yes
 
(123)OAKLAND MERCY HOSPITAL
PO BOX 203

SIOUX CITY,IA51102
20-8072234
HEALTH CARE AND HOSPITAL SERVICES NE 501(C)(3) LINE 3 MERCY HEALTH SERVICES-IOWA CORP
 
Yes
 
(124)OAKLAND MERCY HOSPITAL FOUNDATION
PO BOX 203

SIOUX CITY,IA51102
31-1678345
FOUNDATION NE 501(C)(3) LINE 12A, I OAKLAND MERCY HOSPITAL
 
Yes
 
(125)OSUMOUNT CARMEL HEALTH ALLIANCE
3100 EASTON SQUARE PL STE 300

COLUMBUS,OH43219
31-1654603
COOPERATIVE HEALTH CARE DELIVERY SYSTEM OH 501(C)(3) LINE 12A, I N/A
 
No
(126)OUR LADY OF MERCY LIFE CENTER
2 MERCYCARE LANE

GUILDERLAND,NY12084
14-1743506
LONG TERM CARE NY 501(C)(3) LINE 3 LTC (EDDY) INC
 
Yes
 
(127)PIONEER VALLEY CARDIOLOGY ASSOCIATES INC
114 WOODLAND STREET

HARTFORD,CT06105
45-4208896
HEALTH CARE SERVICES MA 501(C)(3) LINE 3 THE MERCY HOSPITAL INC
 
Yes
 
(128)PITTSBURGH MERCY HEALTH SYSTEM INC
3333 5TH AVENUE

PITTSBURGH,PA15213
25-1464211
HEALTH CARE SYSTEM MANAGEMENT AND SUPPORT PA 501(C)(3) LINE 12B, II TRINITY HEALTH CORPORATION
 
Yes
 
(129)PROBILITY THERAPY SERVICES
2058 S STATE STREET

ANN ARBOR,MI48104
20-2020239
HEALTH CARE SERVICES MI 501(C)(3) LINE 10 TRINITY HEALTH-MICHIGAN
 
Yes
 
(130)PROFESSIONAL MED TEAM
965 FORK STREET

MUSKEGON,MI49442
38-2638284
HEALTH CARE SERVICES MI 501(C)(3) LINE 10 MERCY HEALTH PARTNERS
 
Yes
 
(131)RIVERBEND MEDICAL GROUP INC
114 WOODLAND STREET

HARTFORD,CT06105
81-1807730
HEALTH CARE SERVICES MA 501(C)(3) LINE 3 THE MERCY HOSPITAL INC
 
Yes
 
(132)SJ MANAGEMENT COMPANY OF SYRACUSE INC
301 PROSPECT AVENUE

SYRACUSE,NY13203
27-1763712
HEALTH CARE SYSTEM MANAGEMENT AND SUPPORT NY 501(C)(3) LINE 12A, I ST JOSEPH'S HOSPITAL HEALTH CENTER
 
Yes
 
(133)SAINT AGNES MEDICAL CENTER
1303 EAST HERNDON AVE

FRESNO,CA93720
94-1437713
HEALTH CARE AND HOSPITAL SERVICES CA 501(C)(3) LINE 3 TRINITY HEALTH CORPORATION
 
Yes
 
(134)SAINT AGNES MEDICAL FOUNDATION
1303 EAST HERNDON AVE

FRESNO,CA93720
94-2839324
HEALTH CARE SERVICES CA 501(C)(3) LINE 12A, I SAINT AGNES MEDICAL CENTER
 
Yes
 
(135)SAINT ALPHONSUS DIVERSIFIED CARE INC
1055 NORTH CURTIS ROAD

BOISE,ID83706
94-3028978
HEALTH CARE SYSTEM SUPPORT ID 501(C)(3) LINE 12A, I SAINT ALPHONSUS REGIONAL MEDICAL CENTER INC
 
 
No
(136)SAINT ALPHONSUS FOUNDATION-BAKER CITY INC
3325 POCAHONTAS ROAD

BAKER CITY,OR97814
94-3164869
FOUNDATION OR 501(C)(3) LINE 7 SAINT ALPHONSUS MEDICAL CENTER -BAKER CITY INC
 
Yes
 
(137)SAINT ALPHONSUS FOUNDATION-ONTARIO INC
351 SW 9TH STREET

ONTARIO,OR97914
20-2683560
FOUNDATION OR 501(C)(3) LINE 7 SAINT ALPHONSUS MEDICAL CENTER -ONTARIO INC
 
Yes
 
(138)SAINT ALPHONSUS HEALTH SYSTEM INC
1055 NORTH CURTIS ROAD

BOISE,ID83706
27-1929502
HEALTH CARE SYSTEM MANAGEMENT AND SUPPORT ID 501(C)(3) LINE 12B, II TRINITY HEALTH CORPORATION
 
Yes
 
(139)SAINT ALPHONSUS MEDICAL CENTER ONTARIO VOLUNTEERS
351 SW 9TH STREET

ONTARIO,OR97914
94-3059469
VOLUNTEER SERVICE AUXILIARY OR 501(C)(3) LINE 10 SAINT ALPHONSUS MEDICAL CENTER -ONTARIO INC
 
Yes
 
(140)SAINT ALPHONSUS MEDICAL CENTER-BAKER CITY INC
3325 POCAHONTAS ROAD

BAKER CITY,OR97814
27-1790052
HEALTH CARE AND HOSPITAL SERVICES OR 501(C)(3) LINE 3 SAINT ALPHONSUS HEALTH SYSTEM INC
 
Yes
 
(141)SAINT ALPHONSUS MEDICAL CENTER-NAMPA HEALTH FOUNDATION INC
4300 E FLAMINGO AVENUE

NAMPA,ID83687
26-1737256
FOUNDATION ID 501(C)(3) LINE 7 SAINT ALPHONSUS MEDICAL CENTER -NAMPA INC
 
Yes
 
(142)SAINT ALPHONSUS MEDICAL CENTER-NAMPA INC
4300 E FLAMINGO AVENUE

NAMPA,ID83687
82-0200896
HEALTH CARE AND HOSPITAL SERVICES ID 501(C)(3) LINE 3 SAINT ALPHONSUS HEALTH SYSTEM INC
 
Yes
 
(143)SAINT ALPHONSUS MEDICAL CENTER-ONTARIO INC
351 SW 9TH STREET

ONTARIO,OR97914
27-1789847
HEALTH CARE AND HOSPITAL SERVICES OR 501(C)(3) LINE 3 SAINT ALPHONSUS HEALTH SYSTEM INC
 
Yes
 
(144)SAINT ALPHONSUS REGIONAL MEDICAL CENTER INC
1055 NORTH CURTIS ROAD

BOISE,ID83706
82-0200895
HEALTH CARE AND HOSPITAL SERVICES ID 501(C)(3) LINE 3 SAINT ALPHONSUS HEALTH SYSTEM INC
 
Yes
 
(145)SAINT FRANCIS EMERGENCY MEDICAL GROUP INC
114 WOODLAND STREET

HARTFORD,CT06105
45-1994612
HEALTH CARE SERVICES CT 501(C)(3) LINE 12B, II TRINITY HEALTH OF NEW ENGLAND PNO INC
 
Yes
 
(146)SAINT FRANCIS HOSPITAL AND MEDICAL CENTER
114 WOODLAND STREET

HARTFORD,CT06105
06-0646813
HEALTH CARE AND HOSPITAL SERVICES CT 501(C)(3) LINE 3 TRINITY HEALTH OF NEW ENGLAND CORP INC
 
Yes
 
(147)SAINT FRANCIS HOSPITAL AND MEDICAL CENTER FOUNDATION INC
114 WOODLAND STREET

HARTFORD,CT06105
06-1008255
FOUNDATION CT 501(C)(3) LINE 7 SAINT FRANCIS HOSPITAL AND MEDICAL CENTER
 
Yes
 
(148)SAINT JOSEPH PACE INC
20555 VICTOR PARKWAY

LIVONIA,MI48152
47-3129127
PACE PROGRAM IN 501(C)(3) LINE 10 TRINITY HEALTH PACE
 
Yes
 
(149)SAINT JOSEPH REGIONAL MEDICAL CENTER - PLYMOUTH CAMPUS INC
PO BOX 670

PLYMOUTH,IN46563
35-1142669
HEALTH CARE AND HOSPITAL SERVICES IN 501(C)(3) LINE 3 SAINT JOSEPH REGIONAL MEDICAL CENTER INC
 
Yes
 
(150)SAINT JOSEPH REGIONAL MEDICAL CENTER - SOUTH BEND CAMPUS INC
5215 HOLY CROSS PARKWAY

MISHAWAKA,IN46545
35-0868157
HEALTH CARE AND HOSPITAL SERVICES IN 501(C)(3) LINE 3 SAINT JOSEPH REGIONAL MEDICAL CENTER INC
 
Yes
 
(151)SAINT JOSEPH REGIONAL MEDICAL CENTER INC
5215 HOLY CROSS PARKWAY

MISHAWAKA,IN46545
35-1568821
HEALTH CARE SYSTEM MANAGEMENT AND SUPPORT IN 501(C)(3) LINE 12C, III-FI TRINITY HEALTH CORPORATION
 
Yes
 
(152)SAINT JOSEPH'S HEALTH SYSTEM INC
424 DECATUR STREET

ATLANTA,GA30312
58-1744848
HEALTH CARE SYSTEM MANAGEMENT AND SUPPORT GA 501(C)(3) LINE 12C, III-FI TRINITY HEALTH CORPORATION
 
Yes
 
(153)SAINT JOSEPH'S MERCY CARE SERVICES INC
424 DECATUR STREET

ATLANTA,GA30312
58-1752700
HEALTH CARE SERVICES GA 501(C)(3) LINE 10 SAINT JOSEPH'S HEALTH SYSTEM INC
 
Yes
 
(154)SAINT JOSEPH'S TOWER INC
PO BOX 530009

LIVONIA,MI48152
31-1040468
SENIOR LIVING COMMUNITY IN 501(C)(3) LINE 10 TRINITY CONTINUING CARE SERVICES-INDIANA INC
 
Yes
 
(155)SAINT MARY HOME INCORPORATED
2021 ALBANY AVENUE

WEST HARTFORD,CT06117
06-0646843
LONG TERM CARE CT 501(C)(3) LINE 3 MERCY COMMUNITY HEALTH INC
 
Yes
 
(156)SAINT MARY'S AMICARE HOME HEALTHCARE
PO BOX 532020

LIVONIA,MI48153
38-3320700
HOME HEALTH SERVICES MI 501(C)(3) LINE 10 TRINITY HOME HEALTH SERVICES
 
Yes
 
(157)SAINT MARY'S FOUNDATION
200 JEFFERSON ST SE

GRAND RAPIDS,MI49503
38-1779602
FOUNDATION MI 501(C)(3) LINE 7 TRINITY HEALTH-MICHIGAN
 
Yes
 
(158)SAINT MARY'S HOSPITAL FOUNDATION INC
114 WOODLAND STREET

HARTFORD,CT06105
22-2528400
FOUNDATION CT 501(C)(3) LINE 7 SAINT MARY'S HOSPITAL INC
 
Yes
 
(159)SAINT MARY'S HOSPITAL INC
114 WOODLAND STREET

HARTFORD,CT06105
06-0646844
HEALTH CARE AND HOSPITAL SERVICES CT 501(C)(3) LINE 3 TRINITY HEALTH OF NEW ENGLAND CORP INC
 
Yes
 
(160)SAMARITAN HOSPITAL
2215 BURDETT AVE

TROY,NY12180
14-1338544
HEALTH CARE AND HOSPITAL SERVICES NY 501(C)(3) LINE 3 ST PETER'S HEALTH PARTNERS
 
Yes
 
(161)SAMARITAN HOSPITAL AND THE EDDY FOUNDATION
310 SOUTH MANNING BLVD

ALBANY,NY12208
22-2743478
FOUNDATION NY 501(C)(3) LINE 7 ST PETER'S HEALTH PARTNERS
 
Yes
 
(162)SARTORI HEALTH CARE FOUNDATION INC
3421 WEST NINTH STREET

WATERLOO,IA50702
42-1240996
FOUNDATION IA 501(C)(3) LINE 7 SARTORI MEMORIAL HOSPITAL INC
 
Yes
 
(163)SARTORI MEMORIAL HOSPITAL INC
515 COLLEGE STREET

CEDAR FALLS,IA50613
42-0758901
HEALTH CARE AND HOSPITAL SERVICES IA 501(C)(3) LINE 3 WHEATON FRANCISCAN HEALTHCARE-IOWA INC
 
Yes
 
(164)SENIOR CARE CONNECTION INC
1938 CURRY ROAD

SCHENECTADY,NY12303
14-1708754
PACE PROGRAM NY 501(C)(3) LINE 10 LTC (EDDY) INC
 
Yes
 
(165)SETON HEALTH AT SCHUYLER RIDGE RESIDENTIAL HEALTHCARE
ONE ABELE BLVD

CLIFTON PARK,NY12065
14-1756230
LONG TERM CARE NY 501(C)(3) LINE 10 LTC (EDDY) INC
 
Yes
 
(166)SIOUXLAND PARAMEDICS INC
PO BOX 3349

SIOUX CITY,IA51102
42-1185707
MEDICAL TRANSPORTATION SERVICES IA 501(C)(3) LINE 12A, I N/A
 
No
(167)SJHSJOC HOLDINGS INC
424 DECATUR STREET

ATLANTA,GA30312
47-2299757
HEALTH CARE SYSTEM SUPPORT GA 501(C)(3) LINE 12B, II SAINT JOSEPH'S HEALTH SYSTEM INC
 
Yes
 
(168)ST FRANCIS HOSPITAL INC
PO BOX 2500

WILMINGTON,DE19805
51-0064326
HEALTH CARE AND HOSPITAL SERVICES DE 501(C)(3) LINE 3 TRINITY HEALTH OF THE MID-ATLANTIC REGION
 
Yes
 
(169)ST JAMES MERCY HEALTH SYSTEM INC
20555 VICTOR PARKWAY

LIVONIA,MI48152
22-3127184
HEALTH CARE SYSTEM MANAGEMENT AND SUPPORT (INACTIVE) NY 501(C)(3) LINE 12A, I TRINITY HEALTH CORPORATION
 
Yes
 
(170)ST JOSEPH MERCY CHELSEA INC
775 SOUTH MAIN ST

CHELSEA,MI48118
82-4757260
HEALTH CARE AND HOSPITAL SERVICES MI 501(C)(3) LINE 3 TRINITY HEALTH-MICHIGAN
 
Yes
 
(171)ST JOSEPH OF THE PINES INC
100 GOSSMAN DRIVE

SOUTHERN PINES,NC28387
56-0694200
LONG TERM CARE NC 501(C)(3) LINE 10 TRINITY CONTINUING CARE SERVICES
 
Yes
 
(172)ST JOSEPH'S COLLEGE OF NURSING AT ST JOSEPH'S HOSPITAL HEALTH CENTER
206 PROSPECT AVENUE

SYRACUSE,NY13203
20-2497520
COLLEGE OF NURSING NY 501(C)(3) LINE 2 ST JOSEPH'S HOSPITAL HEALTH CENTER
 
Yes
 
(173)ST JOSEPH'S HEALTH AT HOME INC
PO BOX 532020

LIVONIA,MI48152
87-1012253
HOME HEALTH SERVICES NY 501(C)(3) LINE 10 TRINITY HOME HEALTH SERVICES
 
Yes
 
(174)ST JOSEPH'S HEALTH CENTER PROPERTIES INC
301 PROSPECT AVENUE

SYRACUSE,NY13203
23-7219294
BUILDING MANAGEMENT SERVICES NY 501(C)(3) LINE 12B, II ST JOSEPH'S HEALTH INC
 
Yes
 
(175)ST JOSEPH'S HEALTH INC
301 PROSPECT AVENUE

SYRACUSE,NY13203
47-4754987
HEALTH CARE SYSTEM MANAGEMENT AND SUPPORT NY 501(C)(3) LINE 12B, II TRINITY HEALTH CORPORATION
 
Yes
 
(176)ST JOSEPH'S HOSPITAL HEALTH CENTER
301 PROSPECT AVENUE

SYRACUSE,NY13203
15-0532254
HEALTH CARE AND HOSPITAL SERVICES NY 501(C)(3) LINE 3 ST JOSEPH'S HEALTH INC
 
Yes
 
(177)ST JOSEPH'S HOSPITAL HEALTH CENTER FOUNDATION INC
301 PROSPECT AVENUE

SYRACUSE,NY13203
22-2149775
FOUNDATION NY 501(C)(3) LINE 12B, II ST JOSEPH'S HEALTH INC
 
Yes
 
(178)ST JOSEPH'S MEDICAL PC
301 PROSPECT AVENUE

SYRACUSE,NY13203
27-3899821
HEALTH CARE SERVICES NY 501(C)(3) LINE 12A, I ST JOSEPH'S HOSPITAL HEALTH CENTER
 
Yes
 
(179)ST JOSEPH'S PHYSICIAN HEALTH PC
315 SOUTH MANNING BLVD

ALBANY,NY12208
16-1516863
HEALTH CARE SERVICES NY 501(C)(3) LINE 12A, I ST PETER'S HEALTH PARTNERS
 
Yes
 
(180)ST MARY BUILDING AND DEVELOPMENT
1201 LANGHORNE-NEWTOWN ROAD

LANGHORNE,PA19047
46-1827502
TITLE HOLDING COMPANY PA 501(C)(2) N/A ST MARY MEDICAL CENTER
 
Yes
 
(181)ST MARY EMERGENCY MEDICAL SERVICES
1201 LANGHORNE-NEWTOWN ROAD

LANGHORNE,PA19047
46-5354512
HEALTH CARE SERVICES PA 501(C)(3) LINE 10 ST MARY MEDICAL CENTER
 
Yes
 
(182)ST MARY MEDICAL CENTER
1201 LANGHORNE-NEWTOWN ROAD

LANGHORNE,PA19047
23-1913910
HEALTH CARE AND HOSPITAL SERVICES PA 501(C)(3) LINE 3 TRINITY HEALTH OF THE MID-ATLANTIC REGION
 
Yes
 
(183)ST MARY'S FOUNDATION INC
1230 BAXTER STREET

ATHENS,GA30606
58-2544232
FOUNDATION GA 501(C)(3) LINE 12B, II TRINITY HEALTH GEORGIA INC
 
Yes
 
(184)ST MARY'S GOOD SAMARITAN FOUNDATION INC
1230 BAXTER STREET

ATHENS,GA30606
81-1660088
FOUNDATION GA 501(C)(3) LINE 12B, II TRINITY HEALTH GEORGIA INC
 
Yes
 
(185)ST MARY'S HIGHLAND HILLS INC
1230 BAXTER STREET

ATHENS,GA30606
02-0576648
SENIOR LIVING COMMUNITY GA 501(C)(3) LINE 3 TRINITY HEALTH GEORGIA INC
 
Yes
 
(186)ST MARY'S HOSPITAL INC
1230 BAXTER STREET

ATHENS,GA30606
58-0566223
HEALTH CARE AND HOSPITAL SERVICES GA 501(C)(3) LINE 3 TRINITY HEALTH GEORGIA INC
 
Yes
 
(187)ST MARY'S MEDICAL GROUP INC
1230 BAXTER STREET

ATHENS,GA30606
26-1858563
HEALTH CARE SERVICES GA 501(C)(3) LINE 3 TRINITY HEALTH GEORGIA INC
 
Yes
 
(188)ST MARY'S SACRED HEART HOSPITAL INC
367 CLEAR CREEK PARKWAY

LAVONIA,GA30553
47-3752176
HEALTH CARE AND HOSPITAL SERVICES GA 501(C)(3) LINE 3 TRINITY HEALTH GEORGIA INC
 
Yes
 
(189)ST PETER'S HEALTH PARTNERS
315 SOUTH MANNING BLVD

ALBANY,NY12208
45-3570715
HEALTH CARE SYSTEM MANAGEMENT AND SUPPORT NY 501(C)(3) LINE 12B, II TRINITY HEALTH CORPORATION
 
Yes
 
(190)ST PETER'S HEALTH PARTNERS MEDICAL ASSOCIATES PC
315 SOUTH MANNING BLVD

ALBANY,NY12208
46-1177336
HEALTH CARE SERVICES NY 501(C)(3) LINE 3 ST PETER'S HEALTH PARTNERS
 
Yes
 
(191)ST PETER'S HOSPITAL
315 SOUTH MANNING BLVD

ALBANY,NY12208
14-1348692
HEALTH CARE AND HOSPITAL SERVICES NY 501(C)(3) LINE 3 ST PETER'S HEALTH PARTNERS
 
Yes
 
(192)ST PETER'S HOSPITAL FOUNDATION INC
310 SOUTH MANNING BLVD

ALBANY,NY12208
22-2262982
FOUNDATION NY 501(C)(3) LINE 7 ST PETER'S HEALTH PARTNERS
 
Yes
 
(193)SUNNYVIEW HOSPITAL AND REHABILITATION CENTER
1270 BELMONT AVENUE

SCHENECTADY,NY12308
14-1338386
HEALTH CARE AND HOSPITAL SERVICES NY 501(C)(3) LINE 3 ST PETER'S HEALTH PARTNERS
 
Yes
 
(194)SUNNYVIEW HOSPITAL AND REHABILITATION CENTER FOUNDATION INC
1270 BELMONT AVE

SCHENECTADY,NY12308
22-2505127
FOUNDATION NY 501(C)(3) LINE 7 SUNNYVIEW HOSPITAL AND REHABILITATION CENTER
 
Yes
 
(195)THE AUXILIARY OF ST JOSEPH'S HOSPITAL HEALTH CENTER INC
301 PROSPECT AVENUE

SYRACUSE,NY13203
20-3018640
VOLUNTEER SERVICE AUXILIARY NY 501(C)(3) LINE 12C, III-FI ST JOSEPH'S HOSPITAL HLTH CTR FOUNDATION INC
 
Yes
 
(196)THE COMMUNITY HOSPICE FOUNDATION INC
445 NEW KARNER RD

ALBANY,NY12205
22-2692940
FOUNDATION NY 501(C)(3) LINE 7 THE COMMUNITY HOSPICE INC
 
Yes
 
(197)THE COMMUNITY HOSPICE INC
445 NEW KARNER RD

ALBANY,NY12205
14-1608921
HOSPICE SERVICES NY 501(C)(3) LINE 3 ST PETER'S HEALTH PARTNERS
 
Yes
 
(198)THE FOUNDATION OF SAINT JOSEPH REGIONAL MEDICAL CENTER INC
707 EAST CEDAR STREET STE 100

SOUTH BEND,IN46617
35-1654543
FOUNDATION IN 501(C)(3) LINE 7 SAINT JOSEPH REGIONAL MEDICAL CENTER INC
 
Yes
 
(199)THE JAMES A EDDY MEMORIAL GERIATRIC CENTER INC
2256 BURDETT AVE

TROY,NY12180
22-2570478
LONG TERM CARE NY 501(C)(3) LINE 10 LTC (EDDY) INC
 
Yes
 
(200)THE MARJORIE DOYLE ROCKWELL CENTER INC
421 WEST COLUMBIA ST

COHOES,NY12047
14-1793885
LONG TERM CARE NY 501(C)(3) LINE 10 LTC (EDDY) INC
 
Yes
 
(201)THE MERCY HOSPITAL INC
114 WOODLAND STREET

HARTFORD,CT06105
04-3398280
HEALTH CARE AND HOSPITAL SERVICES MA 501(C)(3) LINE 3 TRINITY HEALTH OF NEW ENGLAND CORP INC
 
Yes
 
(202)THE WOMEN'S AUXILIARY OF ST FRANCIS HOSPITAL & MEDICAL CENTER
114 WOODLAND STREET

HARTFORD,CT06105
06-0660403
VOLUNTEER SERVICE AUXILIARY CT 501(C)(3) LINE 12B, II N/A
 
No
(203)TRI-HOSPITAL EMERGENCY MEDICAL SERVICES
309 GRAND RIVER

PORT HURON,MI48060
38-2485700
HEALTH CARE SERVICES MI 501(C)(3) LINE 12A, I N/A
 
No
(204)TRINITY CONTINUING CARE SERVICES
PO BOX 530009

LIVONIA,MI48152
38-2559656
LONG TERM CARE MI 501(C)(3) LINE 10 TRINITY HEALTH CORPORATION
 
Yes
 
(205)TRINITY CONTINUING CARE SERVICES - INDIANA
PO BOX 530009

LIVONIA,MI48152
93-0907047
LONG TERM CARE IN 501(C)(3) LINE 10 TRINITY CONTINUING CARE SERVICES
 
Yes
 
(206)TRINITY CONTINUING CARE SERVICES - MASSACHUSETTS
PO BOX 530009

LIVONIA,MI48152
82-4005577
LONG TERM CARE MI 501(C)(3) LINE 10 TRINITY CONTINUING CARE SERVICES
 
Yes
 
(207)TRINITY HEALTH - MICHIGAN
20555 VICTOR PARKWAY

LIVONIA,MI48152
38-2113393
HEALTH CARE AND HOSPITAL SERVICES MI 501(C)(3) LINE 3 TRINITY HEALTH CORPORATION
 
Yes
 
(208)TRINITY HEALTH CORPORATION
20555 VICTOR PARKWAY

LIVONIA,MI48152
35-1443425
HEALTH CARE SYSTEM MANAGEMENT AND SUPPORT IN 501(C)(3) LINE 12B, II CATHOLIC HEALTH MINISTRIES
 
Yes
 
(209)TRINITY HEALTH GEORGIA INC
1230 BAXTER STREET

ATHENS,GA30606
88-0878641
HEALTH CARE SYSTEM MANAGEMENT AND SUPPORT GA 501(C)(3) LINE 12B, II TRINITY HEALTH CORPORATION
 
Yes
 
(210)TRINITY HEALTH GRAND HAVEN HOSPITAL (FKA NORTH OTTAWA COMMUNITY HOSPITAL)
1309 SHELDON ROAD

GRAND HAVEN,MI49417
38-3330803
HEALTH CARE AND HOSPITAL SERVICES MI 501(C)(3) LINE 3 MERCY HEALTH PARTNERS
 
Yes
 
(211)TRINITY HEALTH LIFE PENNSYLVANIA INC
20555 VICTOR PARKWAY

LIVONIA,MI48152
47-5244984
PACE PROGRAM PA 501(C)(3) LINE 10 TRINITY HEALTH PACE
 
Yes
 
(212)TRINITY HEALTH MID-ATLANTIC MEDICAL GROUP
1201 LANGHORNE-NEWTOWN ROAD

LANGHORNE,PA19047
23-2571699
HEALTH CARE SERVICES PA 501(C)(3) LINE 10 TRINITY HEALTH OF THE MID-ATLANTIC REGION
 
Yes
 
(213)TRINITY HEALTH OF NEW ENGLAND CORPORATION INC
114 WOODLAND STREET

HARTFORD,CT06105
06-1491191
HEALTH CARE SYSTEM MANAGEMENT AND SUPPORT CT 501(C)(3) LINE 12B, II TRINITY HEALTH CORPORATION
 
Yes
 
(214)TRINITY HEALTH OF NEW ENGLAND EMERGENCY MEDICAL SERVICES INC
114 WOODLAND STREET

HARTFORD,CT06105
83-3546613
HEALTH CARE SERVICES CT 501(C)(3) LINE 10 TRINITY HEALTH OF NEW ENGLAND CORP INC
 
Yes
 
(215)TRINITY HEALTH OF NEW ENGLAND PROVIDER NETWORK ORGANIZATION INC
114 WOODLAND STREET

HARTFORD,CT06105
06-1450168
HEALTH CARE SERVICES CT 501(C)(3) LINE 3 TRINITY HEALTH OF NEW ENGLAND CORP INC
 
Yes
 
(216)TRINITY HEALTH OF THE MID-ATLANTIC REGION
3805 WEST CHESTER PIKE SUITE 100

NEWTOWN SQUARE,PA19073
23-2212638
HEALTH CARE SYSTEM MANAGEMENT AND SUPPORT PA 501(C)(3) LINE 12B, II TRINITY HEALTH CORPORATION
 
Yes
 
(217)TRINITY HEALTH PACE
20555 VICTOR PARKWAY

LIVONIA,MI48152
47-3073124
PACE PROGRAM MI 501(C)(3) LINE 12B, II TRINITY HEALTH CORPORATION
 
Yes
 
(218)TRINITY HEALTH PACE ALEXANDRIA INC
3403 GOVERNMENT STREET

ALEXANDRIA,LA71302
92-3433625
PACE PROGRAM LA 501(C)(3) LINE 10 TRINITY HEALTH PACE
 
Yes
 
(219)TRINITY HEALTH PACE OF MONTGOMERY COUNTY INC
200 PERRY PARKWAY

GAITHERSBURG,MD20877
92-3450659
PACE PROGRAM MD 501(C)(3) LINE 10 TRINITY HEALTH PACE
 
Yes
 
(220)TRINITY HEALTH PACE OF PENSACOLA INC
5020 COMMERCE PARK CIRCLE

PENSACOLA,FL32505
92-2940854
PACE PROGRAM FL 501(C)(3) LINE 10 TRINITY HEALTH PACE
 
Yes
 
(221)TRINITY HEALTH PLAN OF MICHIGAN INC
3100 EASTON SQUARE PL STE 300

COLUMBUS,OH43219
84-3836552
MEDICARE HMO MI 501(C)(4) N/A MOUNT CARMEL HEALTH PLAN INC
 
Yes
 
(222)TRINITY HEALTH SPECIALTY HOSPITAL - GRAND HAVEN
1309 SHELDON ROAD

GRAND HAVEN,MI49417
93-3727867
HEALTH CARE AND HOSPITAL SERVICES MI 501(C)(3) LINE 3 MERCY HEALTH PARTNERS
 
Yes
 
(223)TRINITY HEALTH WELFARE BENEFIT TRUST
20555 VICTOR PARKWAY

LIVONIA,MI48152
20-8151733
RETIREE MEDICAL AND RETIREE LIFE INSURANCE MI 501(C)(9) N/A TRINITY HEALTH CORPORATION
 
Yes
 
(224)TRINITY HOME HEALTH SERVICES
PO BOX 532020

LIVONIA,MI48153
38-2621935
MANAGEMENT SERVICES FOR HOME HEALTH SYSTEM MI 501(C)(3) LINE 10 TRINITY HEALTH CORPORATION
 
Yes
 
(225)VILLA MARY IMMACULATE
301 HACKETT BLVD

ALBANY,NY12208
14-1438749
LONG TERM CARE NY 501(C)(3) LINE 3 ST PETER'S HOSPITAL
 
Yes
 
(226)WHEATON FRANCISCAN HEALTHCARE-IOWA INC
3421 WEST NINTH STREET

WATERLOO,IA50702
42-1177001
HEALTH CARE SYSTEM MANAGEMENT AND SUPPORT IA 501(C)(3) LINE 12B, II MERCY HEALTH NETWORK INC
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



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

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




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



(k)
Percentage
ownership


Yes No Yes No
(1) ADVENT REHABILITATION LLC

625 KENMOOR AVE SE SUITE 100
GRAND RAPIDS,MI49546
38-3306673
REHABILITATION THERAPY SERVICES MI N/A
        No   Yes    
(2) BH VENTURE ONE LP

905 WATSON STREET
PITTSBURGH,PA15219
38-4098074
REAL ESTATE PA N/A
        No   Yes    
(3) BIG RUN MEDICAL OFFICE BUILDING LIMITED PARTNERSHIP

6150 EAST BROAD STREET
COLUMBUS,OH48213
31-1608125
MEDICAL OFFICE BUILDING RENTAL OH N/A
        No   Yes    
(4) CENTER FOR DIGESTIVE CARE LLC

5300 ELLIOTT DRIVE
YPSILANTI,MI48197
03-0447062
PROVIDE GASTROINTESTINAL SERVICES MI N/A
        No     No  
(5) CLINTON IMAGING SERVICES LLC

1410 N 4TH STREET
CLINTON,IA52732
41-2044739
MRI DIAGNOSTIC SERVICES IA N/A
        No     No  
(6) CONVENIENT CARE LLC

10319 JEFFERSON HIGHWAY
BATON ROUGE,LA70809
72-1439481
URGENT CARE CENTER LA N/A
        No   Yes    
(7) DIAGNOSTIC IMAGING OF SOUTHBURY LLC

385 MAIN STREET SOUTH
SOUTHBURY,CT06488
06-1487582
IMAGING CENTER CT N/A
        No   Yes    
(8) EVERETT ROAD ASC LLC

30 CENTURY HILL DRIVE
LATHAM,NY12110
83-3542382
MEDICAL SERVICES NY N/A
        No   Yes    
(9) FOREST PARK IMAGING LLC

1000 4TH STREET SW
MASON CITY,IA50401
13-4365966
X-RAY AND MAMMOGRAPHY SERVICES IA N/A
        No   Yes    
(10) GENGASTRO LLC

2222 53RD AVENUE
BETTENDORF,IA52722
56-2315623
AMBULATORY SURGERY CENTER IA N/A
        No     No  
(11) GENRAD IMAGING ILLINOIS LLC

1970 E 53RD STREET
DAVENPORT,IA52807
47-3785124
DIAGNOSTIC IMAGING CENTER IL N/A
        No   Yes    
(12) GENRAD IMAGING LLC

1970 E 53RD STREET
DAVENPORT,IA52807
45-3571628
DIAGNOSTIC IMAGING CENTER IA N/A
        No   Yes    
(13) HAWARDEN REGIONAL HEALTH CLINICS LLC

1111 11TH ST
HAWARDEN,IA51023
20-1444339
MEDICAL CLINIC IA N/A
        No   Yes    
(14) HEALTHRISE BUSINESS INTELLIGENCE LLC

18000 W 9 MILE FL 10
SOUTHFIELD,MI48075
84-5053960
REVENUE CYCLE MANAGEMENT DE N/A
        No     No  
(15) HURON GASTRO ENDOSCOPY CENTER LLC

5300 ELLIOTT DRIVE
YPSILANTI,MI48197
85-3580801
MEDICAL SERVICES MI N/A
        No     No  
(16) INTERMOUNTAIN MEDICAL IMAGING LLC

877 WEST MAIN ST STE 603
BOISE,ID83702
82-0514422
IMAGING CENTER ID SAINT ALPHONSUS DIVERSIFIED CARE INC
 
RELATED 2,046,647 3,620,799   No   Yes   50.000 %
(17) LAKE CHARLES URGENT CARE LLC

10319 JEFFERSON HIGHWAY
BATON ROUGE,LA70809
27-2272979
URGENT CARE CENTER LA N/A
        No   Yes    
(18) LANGHORNE MOB PARTNERS LP

1201 LANGHORNE-NEWTOWN ROAD
LANGHORNE,PA19047
23-2622772
MEDICAL OFFICE BUILDING RENTAL PA N/A
        No   Yes    
(19) LCMC URGENT CARE LLC

10319 JEFFERSON HIGHWAY
BATON ROUGE,LA70809
30-0951534
URGENT CARE CENTER DE N/A
        No   Yes    
(20) LOYOLA AMBULATORY SURGERY CENTER AT OAKBROOK LP

1 WESTBROOK CORP CTR
WESTCHESTER,IL60154
36-4119522
SURGICAL SERVICES IL N/A
        No   Yes    
(21) MAGNETIC RESONANCE SERVICES PARTNERSHIP

1416 SIXTH STREET SW
MASON CITY,IA50401
42-1328388
MRI SERVICES IA N/A
        No   Yes    
(22) MASON CITY AMBULATORY SURGERY CENTER LLC

990 4TH STREET SW
MASON CITY,IA50401
20-1960348
SURGERY-SAME DAY IA N/A
        No   Yes    
(23) MCE MOB IV LIMITED PARTNERSHIP

3100 EASTON SQUARE PL SUITE 300
COLUMBUS,OH43219
42-1544707
MEDICAL OFFICE BUILDING RENTAL OH N/A
        No   Yes    
(24) MEDWORKS LLC

375 EAST CEDAR STREET
NEWINGTON,CT06111
06-1490483
REHABILITATION SERVICES CT N/A
        No     No  
(25) MERCY HEART CTR OP SERVICES LLC

1000 4TH STREET SW
MASON CITY,IA50401
13-4237594
CARDIOVASCULAR SERVICES IA N/A
        No     No  
(26) MERCY REHABILITATION HOSPITAL LLC

330 SEVEN SPRINGS WAY
BRENTWOOD,TN37027
81-4437201
HEALTH CARE SERVICES IA N/A
        No     No  
(27) MERCYMANOR PARTNERSHIP

PO BOX 10086
TOLEDO,OH43699
52-1931012
NURSING HOME PA N/A
        No   Yes    
(28) MERCYUSP HEALTH VENTURES LLC

14201 DALLAS PARKWAY
DALLAS,TX75254
47-1290300
OUTPATIENT SURGERY IA N/A
        No     No  
(29) MERCYONE - HFH HOME MEDICAL SHOP LLC

1000 4TH STREET SW
MASON CITY,IA50401
85-4007472
MEDICAL EQUIPMENT SALES IA N/A
        No     No  
(30) MERCYONE - KRHC HOME MEDICAL SHOP LLC

1515 S PHILLIPS STREET SUITE 1
ALGONA,IA50511
92-3276114
MEDICAL EQUIPMENT SALES IA N/A
        No     No  
(31) NAUGATUCK VALLEY MRI LLC

385 MAIN STREET SOUTH
SOUTHBURY,CT06488
06-1239526
IMAGING CENTER CT N/A
        No     No  
(32) NAZARETH MEDICAL OFFICE BUILDING ASSOCIATES LP

2601 HOLME AVE
PHILADELPHIA,PA19152
23-2388040
MEDICAL OFFICE BUILDING PA N/A
        No   Yes    
(33) NUCO HEALTH LLC

18000 W 9 MILE FLOOR 10
SOUTHFIELD,MI48075
46-0951661
REVENUE CYCLE MANAGEMENT DE N/A
        No     No  
(34) PHYSICIANS OUTPATIENT SURGERY CENTER LLC

1000 NE 56TH STREET
OAKLAND PARK,FL33334
35-2325646
AMBULATORY SURGERY CENTER FL N/A
        No   Yes    
(35) PREMIER HEALTH HOLDINGS LLC

10319 JEFFERSON HIGHWAY
BATON ROUGE,LA70809
47-2665226
URGENT CARE CENTERS DE N/A
        No     No  
(36) PRIMARY CARE PHYSICIAN CENTER LLC

2160 SOUTH FIRST AVENUE
MAYWOOD,IL60153
36-4038505
OFFICE BUILDING RENTAL IL N/A
        No   Yes    
(37) RAPIDES AFTER HOURS CLINIC LLC

10319 JEFFERSON HIGHWAY
BATON ROUGE,LA70809
45-1772383
URGENT CARE CENTER LA N/A
        No   Yes    
(38) SAINT AGNESDIGNITYUSP SURGERY CENTERS LLC

14201 DALLAS PARKWAY
DALLAS,TX75254
84-3522377
OUTPATIENT SURGERY CA N/A
        No     No  
(39) SAINT AGNESUSP SURGERY CENTERS LLC

14201 DALLAS PARKWAY
DALLAS,TX75254
36-4896811
MEDICAL SERVICES CA N/A
        No     No  
(40) SAINT ALPHONSUS CALDWELL CANCER CENTER LLC

3123 MEDICAL DR
CALDWELL,ID83605
82-0526861
HEALTH CARE SERVICES ID SAINT ALPHONSUS DIVERSIFIED CARE INC
 
RELATED 621,265 1,629,794   No   Yes   80.000 %
(41) SIXTY FOURTH STREET LLC

2373 64TH ST STE 2200
BYRON CENTER,MI49315
20-2443646
PROVIDE OUTPATIENT SURGICAL CARE MI N/A
        No     No  
(42) SJLS LLC

920 WINTER ST
WALTHAM,MA02451
20-1796650
HEALTH CARE SERVICES NY N/A
        No     No  
(43) SMMC MOB II LP

1201 LANGHORNE-NEWTOWN ROAD
LANGHORNE,PA19047
36-4559869
INVESTMENT AND OPERATION OF A MEDICAL BUILDING PA N/A
        No     No  
(44) ST ANN'S MEDICAL OFFICE BLDG II LIMITED PARTNERSHIP

3100 EASTON SQUARE PLACE SUITE 300
COLUMBUS,OH43219
31-1603660
MEDICAL OFFICE BUILDING RENTAL OH N/A
        No   Yes    
(45) ST JOSEPH'S IMAGING ASSOCIATES PLLC

104 UNION AVE SUITE 905
SYRACUSE,NY13203
16-1104293
HEALTH CARE SERVICES NY N/A
        No   Yes    
(46) ST MARY REHABILITATION HOSPITAL LLP

330 SEVEN SPRINGS WAY
BRENTWOOD,TN37027
27-3938747
HEALTH CARE SERVICES DE N/A
        No     No  
(47) ST PETER'S AMBULATORY SURGERY CENTER LLC

1375 WASHINGTON AVE 201
ALBANY,NY12206
46-0463892
OUTPATIENT SURGERY NY N/A
        No   Yes    
(48) TAYLOR STATION SURGICAL CENTER

3100 EASTON SQUARE PL SUITE 300
COLUMBUS,OH43219
31-1459910
OUTPATIENT SURGERY OH N/A
        No     No  
(49) TEN MILE SURGERY CENTER LLC

875 S VANGUARD WAY STE 120
MERIDIAN,ID83642
84-5119941
OUTPATIENT SURGERY ID SAINT ALPHONSUS DIVERSIFIED CARE INC
 
RELATED       No     No 99.970 %
(50) THE AMBULATORY SURGERY CENTER AT ST MARY LLC

1203 LANGHORNE-NEWTOWN ROAD
LANGHORNE,PA19047
27-2871206
OUTPATIENT SURGERY PA N/A
        No   Yes    
(51) THPH URGENT CARE LLC

20555 VICTOR PARKWAY
LIVONIA,MI48152
85-2464958
URGENT CARE CENTERS DE N/A
        No     No  
(52) WEST LAKES SURGERY CENTER LLC

12499 UNIVERSITY AVENUE SUITE 100
CLIVE,IA50325
20-5345295
OUTPATIENT SURGERY IA N/A
        No     No  
(53) WOODLAND IMAGING CENTER LLC

5301 E HURON RIVER DR
ANN ARBOR,MI48106
76-0820959
RADIOLOGY/ IMAGING MI N/A
        No     No  
(54) WOODLAND PARTNERS REAL ESTATE LLC

129 WOODLAND STREET
HARTFORD,CT06105
83-3371094
REAL ESTATE CT N/A
        No     No  
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) CATHERINE HORAN BUILDING CORPORATION

114 WOODLAND STREET
HARTFORD,CT06105
04-2938160
BUILDING MANAGEMENT MA N/A
C       Yes  
(2) CENTRAL VALLEY HEALTH PLAN INC

1303 E HERNDON AVE
FRESNO,CA93720
61-1846844
HEALTH INSURANCE CA N/A
C       Yes  
(3) DES MOINES MEDICAL CENTER INC

1111 6TH AVENUE
DES MOINES,IA50314
42-0837382
REAL ESTATE IA N/A
C       Yes  
(4) FHS SERVICES INC

333 BUTTERNUT DRIVE SUITE 100
DEWITT,NY13214
27-2995699
MEDICAL SERVICES NY N/A
C       Yes  
(5) FRANCISCAN ASSOCIATES INC

333 BUTTERNUT DRIVE SUITE 100
DEWITT,NY13214
20-2991688
MEDICAL SERVICES NY N/A
C       Yes  
(6) FRANCISCAN HEALTH SUPPORT INC

333 BUTTERNUT DRIVE SUITE 100
DEWITT,NY13214
16-1236354
MEDICAL SERVICES NY N/A
C       Yes  
(7) FRANCISCAN MANAGEMENT SERVICES INC

333 BUTTERNUT DRIVE SUITE 100
DEWITT,NY13214
16-1351193
MANAGEMENT SERVICES NY N/A
C       Yes  
(8) FRANKLIN MEDICAL GROUP PC

114 WOODLAND STREET
HARTFORD,CT06105
06-1470493
PHYSICIAN OFFICE CT N/A
C       Yes  
(9) GENESIS HEART INSTITUTE OWNER'S ASSOCIATION INC

1227 E RUSHOLME STREET
DAVENPORT,IA52803
86-3949369
PROPERTY MANAGEMENT IA N/A
C       Yes  
(10) GENVENTURES INC

1227 E RUSHOLME STREET
DAVENPORT,IA52803
42-1269171
SUPPORT SERVICES/PROPERTY MANAGEMENT IA N/A
C       Yes  
(11) HACKLEY HEALTH VENTURES INC

318 RIVER RIDGE DR NW SUITE 100
WALKER,MI49544
38-2589959
OTHER MEDICAL SERVICES MI N/A
C       Yes  
(12) HACKLEY PROFESSIONAL PHARMACY INC

318 RIVER RIDGE DR NW SUITE 100
WALKER,MI49544
38-2447870
PHARMACY MI N/A
C       Yes  
(13) HEALTH CARE MANAGEMENT ADMINISTRATORS INC

333 BUTTERNUT DRIVE SUITE 100
DEWITT,NY13214
16-1450960
HEALTH CARE MANAGEMENT NY N/A
C       Yes  
(14) HURON ARBOR CORPORATION

5301 EAST HURON RIVER DR
ANN ARBOR,MI48106
38-2475644
OFFICE RENTAL MI N/A
C       Yes  
(15) IHA AFFILIATION CORPORATION

24 FRANK LLOYD WRIGHT DR LOBBY J
ANN ARBOR,MI48106
38-3188895
MEDICAL MANAGEMENT MI N/A
C       Yes  
(16) LANGHORNE SERVICES II INC

1201 LANGHORNE-NEWTOWN ROAD
LANGHORNE,PA19047
26-3795549
GENERAL PARTNER OF LMOB PARTNERS, II PA N/A
C       Yes  
(17) LANGHORNE SERVICES INC

1201 LANGHORNE-NEWTOWN ROAD
LANGHORNE,PA19047
23-2625981
GENERAL PARTNER OF LMOB PARTNERS PA N/A
C       Yes  
(18) MACNEAL HEALTH PROVIDERS INC

2160 SOUTH FIRST AVENUE
MAYWOOD,IL60153
36-3361297
MEDICAL SERVICES IL N/A
C       Yes  
(19) MARYLAND CARE GROUP INC

1500 FOREST GLEN RD
SILVER SPRING,MD20910
52-1815313
HEALTH CARE HOLDING MD N/A
C       Yes  
(20) MAXIS HEALTH TRENTON INC

20555 VICTOR PKWY
LIVONIA,MI48152
88-4267557
PROPERTY HOLDINGS NJ N/A
C       Yes  
(21) MCMC EASTWICK INC

3805 WEST CHESTER PIKE SUITE 100
NEWTOWN SQUARE,PA19073
23-2184261
MEDICAL OFFICE BUILDINGS PA N/A
C       Yes  
(22) MEDNOW INC

4300 E FLAMINGO AVE
NAMPA,ID83687
82-0389927
MEDICAL SERVICES ID N/A
C       Yes  
(23) MERCY INPATIENT MEDICAL ASSOCIATES INC

114 WOODLAND STREET
HARTFORD,CT06105
04-3029929
MEDICAL SERVICES MA N/A
C       Yes  
(24) MERCY MEDICAL SERVICES

801 5TH STREET
SIOUX CITY,IA51101
42-1283849
PRIMARY CARE PHYSICIANS IA N/A
C       Yes  
(25) MISERICORDIA ASSURANCE COMPANY LTD

PO BOX 1051 GRAND CAYMAN
GRAND CAYMAN    
CJ
98-0457943
SELF-INSURANCE CJ N/A
C       Yes  
(26) MOB 1 OWNERS' ASSOCIATION

1227 E RUSHOLME STREET
DAVENPORT,IA52803
27-0865075
PROPERTY MANAGEMENT IA N/A
C       Yes  
(27) MOUNT CARMEL HEALTHPROVIDERS INC

3100 EASTON SQUARE PL STE 300
COLUMBUS,OH43219
31-1382442
MEDICAL SERVICES OH N/A
C       Yes  
(28) NURSING NETWORK INC

4725 NORTH FEDERAL HIGHWAY
FORT LAUDERDALE,FL33308
59-1145192
MEDICAL SERVICES FL N/A
C       Yes  
(29) SAINT ALPHONSUS HEALTH ALLIANCE INC

1055 NORTH CURTIS ROAD
BOISE,ID83706
82-0524649
ACCOUNTABLE CARE ORGANIZATION ID N/A
C       Yes  
(30) SAINT FRANCIS BEHAVIORAL HEALTH GROUP PC

114 WOODLAND STREET
HARTFORD,CT06105
06-1384686
MEDICAL SERVICES CT N/A
C       Yes  
(31) SAINT FRANCIS CARE MEDICAL GROUP PC

114 WOODLAND STREET
HARTFORD,CT06105
06-1432373
MEDICAL SERVICES CT N/A
C       Yes  
(32) SAINT JOSEPH'S MCAULEY PARK I LLC

424 DECATUR ST
ATLANTA,GA30312
88-0592157
PROPERTY MANAGEMENT GA N/A
C       Yes  
(33) SAMARITAN MEDICAL OFFICE BUILDING INC

2212 BURDETT AVENUE
TROY,NY12180
14-1607244
REAL ESTATE NY N/A
C       Yes  
(34) SCOVILL STREET MEDICAL BUILDING ASSOCIATION INC

114 WOODLAND STREET
HARTFORD,CT06105
06-1232868
PROPERTY MANAGEMENT CT N/A
C       Yes  
(35) SJM PROPERTIES INC

20555 VICTOR PARKWAY
LIVONIA,MI48152
16-1294991
PROPERTY HOLDINGS NY N/A
C       Yes  
(36) SJPE PRACTICE MANAGEMENT SERVICES INC

301 PROSPECT AVE
SYRACUSE,NY13203
45-4164964
MANAGEMENT SERVICES NY N/A
C       Yes  
(37) SJRMC HOLDINGS INC

5215 HOLY CROSS PARKWAY
MISHAWAKA,IN46545
47-4763735
PROPERTY HOLDINGS IN N/A
C       Yes  
(38) ST ELIZABETH HEALTH SUPPORT SERVICES INC

333 BUTTERNUT DRIVE SUITE 100
DEWITT,NY13214
16-1540486
MEDICAL SERVICES NY N/A
C       Yes  
(39) SYNANON INC

1309 SHELDON ROAD
GRAND HAVEN,MI49417
38-2715568
URGENT CARE MI N/A
C       Yes  
(40) SYSTEM COORDINATED SERVICES INC

114 WOODLAND STREET
HARTFORD,CT06105
04-2938161
LAB SERVICES MA N/A
C       Yes  
(41) THRE SERVICES LLC

20555 VICTOR PARKWAY
LIVONIA,MI48152
45-2603654
REAL ESTATE BROKERAGE SERVICES MI N/A
C       Yes  
(42) TRINITY ASSURANCE LTD

GOV SQ BLDG 4 34 LIME TREE BAY
GRAND CAYMAN    
CJ
98-0453602
SELF-INSURANCE CJ N/A
C       Yes  
(43) TRINITY HEALTH ACO INC

20555 VICTOR PARKWAY
LIVONIA,MI48152
47-3794666
ACCOUNTABLE CARE ORGANIZATION DE N/A
C       Yes  
(44) TRINITY HEALTH EMPLOYEE BENEFIT TRUST

20555 VICTOR PARKWAY
LIVONIA,MI48152
38-3410377
GRANTOR TRUST MI N/A
T       Yes  
(45) TRINITY SENIOR SERVICES MANAGEMENT INC

PO BOX 530009
LIVONIA,MI48152
37-1572595
SENIOR SERVICES PA N/A
C       Yes  
Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) INTERMOUNTAIN MEDICAL IMAGING LLC

C 1,731,824 PER TAX RETURN
(2) SAINT ALPHONSUS CALDWELL CANCER CENTER LLC

C 760,000 PER BOOKS
(3) SAINT ALPHONSUS REGIONAL MEDICAL CENTER - NAMPA

P 369,185 PER BOOKS
(4) SAINT ALPHONSUS REGIONAL MEDICAL CENTER INC

A 435,309 PER BOOKS
(5) TEN MILE SURGERY CENTER LLC

B 4,669,494 PER BOOKS

Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

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




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
Schedule R (Form 990) 2023

Additional Data


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