Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
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Total |
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Calendar year
(or fiscal year beginning in)
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(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf .... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in)
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(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
Calendar year (or fiscal
year beginning in) ![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year
(or fiscal year beginning in)
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(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.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2023 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2023 |
(iii) Distributable Amount for 2023 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2023 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2023: | ||||
| a From 2018....... | ||||
| b From 2019....... | ||||
| c From 2020....... | ||||
| d From 2021....... | ||||
| e From 2022....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2023 distributable amount | ||||
|
i
Carryover from 2018 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2023 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2023 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2023, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2023. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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7 Excess distributions carryover to 2024. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2019..... | ||||
| b Excess from 2020..... | ||||
| c Excess from 2021..... | ||||
| d Excess from 2022..... | ||||
| e Excess from 2023..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
| Return Reference | Explanation |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | ROOTED IN GOD'S LOVE, WE TREAT ILLNESS AND PROMOTE WELLNESS FOR ALL PEOPLE. SAINT JOSEPH'S HOSPITAL, INC. PROVIDES COMPRENSIVE HEALTHCARE SERVICES TO THE SURROUNDING COUNTIES THROUGH THE OPERATION OF A 256-BED ACUTE CARE HOSPITAL IN SAVANNAH, GEORGIA. |
| FORM 990, PAGE 1, PART I, LINE 6 | VOLUNTEERS SIGN IN EACH TIME THEY VOLUNTEER AND THESE HOURS ARE TOTALED. SERVICES PROVIDED BY VOLUNTEERS: -INFORMATION DESKS: GREET & PROVIDE INFORMATION TO VISITORS AND GIVE PATIENT ROOM INFORMATION. -COURTESY CAR: PROVIDE RIDES TO AND FROM HOSPITAL BUILDINGS TO VISITORS' CARS. -PATIENT FAMILY ROOMS: CONTACT PERSONS IN WAITING ROOMS. -DELIVER PATIENT MAIL AND FLOWERS. -OPERATE GIFT SHOPS. -PATIENT VISITATION: PATIENTS ARE VISITED AND GIVEN A WELCOME PACKET WITH PAPER, PENCIL, AND INFORMATION SHEET COVERING HOSPITAL SERVICES. -SECURITY: MONITOR HOSPITAL CAMERAS AND TAKE CALLS FOR SECURITY (RELAYS TO HOSPITAL STAFF). -PATIENT FLOORS: ASSIST STAFF WITH NON-CLINICAL CHORES. -OFFICE VOLUNTEER: ASSIST VOLUNTEER OFFICE STAFF AS NEEDED. |
| FORM 990, PAGE 2, PART III, LINE 4A | SAINT JOSEPH'S HOSPITAL, INC. IS AN ACUTE CARE HOSPITAL LOCATED IN SAVANNAH, GEORGIA. IN FURTHERANCE OF ITS TAX-EXEMPT PURPOSE, SAINT JOSEPH'S HOSPITAL, INC.: 1) MAINTAINS AND OPERATES PERMANENT FACILITIES THAT PROVIDE BOTH INPATIENT AND OUTPATIENT SERVICES FOR PROVIDING DIAGNOSES AND TREATMENT OF PATIENTS SUFFERING FROM ILLNESS OR INJURY; 2) PROMOTES AND PROVIDES HEALTH EDUCATION PROGRAMS, SUPPORT GROUPS, AND VARIOUS COMMUNITY SERVICES FOR ALL PEOPLE OF SAVANNAH AND THE SURROUNDING COUNTIES; 3) ENCOURAGES AND PARTICIPATES IN HEALTH SCIENCES RESEARCH FOR TREATMENT OF ILLNESS AND PROMOTION OF HEALTH; 4) PRESERVES AND INCORPORATES THE CATHOLIC CHRISTIAN PHILOSOPHY OF THE HOSPITAL IN ALL ITS ACTIVITIES AND CONTRACTS. DURING THE FISCAL YEAR ENDED JUNE 30, 2024, THE HOSPITAL SERVED THE FOLLOWING: 52,463 ACUTE CARE PATIENT DAYS AND 9,231 DISCHARGES; 5,506 REHAB DAYS WITH 391 DISCHARGES; AND HOME HEALTH AGENCY VISITS TOTALED 57,916. EMERGENCY ROOM VISITS TOTALED 45,296. THE HOSPITAL ALSO PROVIDED SERVICES FOR 132,150 OUTPATIENT VISITS. |
| FORM 990, PAGE 6, PART VI, LINE 6 | ST. JOSEPH'S/CANDLER HEALTH SYSTEM, INC. (SYSTEM) IS THE SOLE MEMBER OF THE FILING ORGANIZATION. |
| FORM 990, PAGE 6, PART VI, LINE 7A | THE SISTERS OF MERCY, BALTIMORE REGIONAL COMMUNITY (SMB) IS THE SOLE MEMBER OF THE SYSTEM. BOTH SJH AND SYSTEM SHARE A COMMON MANAGEMENT TEAM. SMB HAS CERTAIN LIMITED RIGHTS SUCH AS APPOINTMENT OF THREE TRUSTEES TO THE SYSTEM BOARD. THE SYSTEM HAS THE AUTHORITY TO APPOINT 13 OF THE 17 VOTING TRUSTEE POSITIONS AND THE SYSTEM CEO IS AN EX-OFFICIO TRUSTEE. AS THE SOLE MEMBER, SYSTEM ALSO CONTROLS SJH. PURSUANT TO SECTION 3.2 OF THE AMENDED AND RESTATED JOINT OPERATING AGREEMENT ENTERED INTO ON APRIL 1, 2003, 4 OF ITS 5 TRUSTEES ARE RECOMMENDED BY THE CEO OF SYSTEM FROM AMONG THE MEMBER'S MANAGEMENT PERSONNEL AND THEY ARE APPROVED BY THE MEMBER'S BOARD. THE 5TH MEMBER OF THE HOSPITAL BOARD IS THE PRESIDENT OF THE HOSPITAL'S MEDICAL AND DENTAL STAFF. |
| FORM 990, PAGE 6, PART VI, LINE 7B | SYSTEM HAS CERTAIN LIMITED RIGHTS SUCH AS THE RECOMMENDATION OF 4 OF SJH'S 5 TRUSTEES BY THE CEO OF SYSTEM FROM AMONG THE MEMBER'S MANAGEMENT PERSONNEL WHICH ARE THEN SUBJECT TO APPROVAL BY THE SYSTEM'S BOARD. ADDITIONALLY, SYSTEM HAS SPECIFIC RESERVED POWERS WHICH REQUIRE THAT CERTAIN ACTIONS TAKEN BY THE SJH BOARD ARE EFFECTIVE ONLY IF FIRST APPROVED BY SYSTEM. THESE ACTIONS INCLUDE: 1. DEVELOPMENT OF THE ROLE, MISSION, GOALS AND STRATEGIC AND OPERATIONAL PLAN(S) OF SAINT JOSEPH'S HOSPITAL. 2. ESTABLISHMENT OF AN ORGANIZATION-WIDE POLICY. 3. RESPONSIBILITY FOR THE ORGANIZATION-WIDE QUALITY OF CARE AND QUALITY OF WORK LIFE. 4. DEVELOPMENT AND APPROVAL OF THE BUDGETS. 5. APPROVAL OF THE SALE, LEASE, TRANSFER, ENCUMBRANCE, ALIENATION, OR DISPOSITION OF PROPERTY OR ASSETS OF SJH, SUBJECT TO THE SMB RESERVED POWERS. 6. APPROVAL OF ANY DISSOLUTION, MERGER, CONSOLIDATION OR SALE OF SJH, SUBJECT TO THE SMB RESERVED POWERS. 7. RATIFICATION OF THE APPOINTMENT BY THE SYSTEM CEO OF THE MEMBERS OF THE BOARD OF TRUSTEES AND THE BOARD OF DIRECTORS OF SJH AND TO DETERMINE, WHEN APPROPRIATE WITH RESPECT TO SJH, THE NUMBER OF TRUSTEES OR DIRECTORS, QUORUM AND VOTING REQUIREMENTS, TERMS, COMMITTEES, OFFICERS, AND ANY OTHER CUSTOMARY AND APPROPRIATE BYLAW PROVISIONS FOR SJH; AND 8. DELEGATION OF SUCH RESPONSIBILITIES AND OTHER ACTIVITIES TO SJH AS NECESSARY, INCLUDING THE DELEGATION TO SJH OF RESPONSIBILITIES RELATED TO CREDENTIALING OF MEDICAL STAFF; LICENSURE; JCAHO CERTIFICATION; MAINTAINING THE ROMAN CATHOLIC IDENTITY AND PRESENCE OF SJH PURSUANT TO THE SMB RESERVED POWERS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | A COPY OF THE FORM 990 IS PROVIDED TO THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES AND MADE AVAILABLE TO THE FULL BOARD FOR REVIEW PRIOR TO FILING. THE ORGANIZATION'S MANAGEMENT TEAM PERFORMS A COMPLETE DETAILED REVIEW OF ALL FINANCIAL AND DISCLOSURE DATA PRIOR TO FILING THE RETURN WITH THE IRS. |
| FORM 990, PAGE 6, PART VI, LINE 12C | AT LEAST ANNUALLY, AND AS DEEMED NECESSARY, THE CONFLICTS OF INTEREST POLICY IS REVIEWED TO DETERMINE IF ANY CHANGES OR ENHANCEMENTS ARE NEEDED. THE ANNUAL DISCLOSURES ARE PROVIDED TO THE PRESIDENT'S ASSISTANT AND ARE REVIEWED BY THE ORGANIZATION'S CORPORATE COMPLIANCE OFFICER. IF ANY CONFLICTING INTEREST IS IDENTIFIED, THE BOARD CHAIRMAN WILL DISCUSS WITH THE BOARD TO DETERMINE FURTHER ACTIONS NEEDED. THE BOARD CHAIRMAN MAY ASK THE INTERESTED PERSON TO LEAVE THE MEETING DURING DISCUSSION OF THE MATTER THAT GIVES RISE TO THE POTENTIAL CONFLICT. IF ASKED, THE INTERESTED PERSON SHALL LEAVE THE MEETING, BUT MAY MAKE A STATEMENT OR ANSWER ANY QUESTIONS ON THE MATTER BEFORE LEAVING. THE INTERESTED PERSON WILL NOT VOTE ON THE MATTER THAT GIVES RISE TO THE POTENTIAL CONFLICT AND THE BOARD OR BOARD COMMITTEE MUST APPROVE THE TRANSACTION OR ARRANGEMENT BY MAJORITY VOTE OF THE BOARD MEMBERS PRESENT AT A MEETING THAT HAS A QUORUM, NOT INCLUDING THE VOTE OF THE INTERESTED PERSON. |
| FORM 990, PAGE 6, PART VI, LINE 15A | AN INDEPENDENT CONSULTING FIRM ANNUALLY EVALUATES THE COMPENSATION OF THE CEO USING COMPARABILITY DATA OBTAINED THROUGH COMPENSATION SURVEYS/STUDIES. THEIR RECOMMENDATIONS ARE CONSIDERED BY A COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT VOTING MEMBERS OF THE BOARD AND THE FINAL COMPENSATION PACKAGE REQUIRES FULL APPROVAL BY THE BOARD. THE ACTIONS, MOTIONS, CONSIDERATIONS, MEMBERS PRESENT AND DISSENTING OPINIONS ARE RECORDED IN THE BOARD MINUTES. |
| FORM 990, PAGE 6, PART VI, LINE 15B | AN INDEPENDENT CONSULTING FIRM ANNUALLY EVALUATES THE COMPENSATION OF THE CFO AND OTHER OFFICERS USING COMPARABILITY DATA OBTAINED THROUGH COMPENSATION SURVEYS/STUDIES. THEIR RECOMMENDATIONS ARE CONSIDERED BY A COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT VOTING MEMBERS OF THE BOARD AND THE FINAL COMPENSATION PACKAGE REQUIRES FULL APPROVAL BY THE BOARD. THE ACTIONS, MOTIONS, CONSIDERATIONS, MEMBERS PRESENT AND DISSENTING OPINIONS ARE RECORDED IN THE BOARD MINUTES. |
| FORM 990, PAGE 6, PART VI, LINE 19 | CERTAIN ORGANIZATION POLICIES, INCLUDING THE CONFLICT OF INTEREST POLICY, ARE LOCATED ON THE ST. JOSEPH'S/CANDLER WEBSITE. COMBINED FINANCIAL STATEMENTS ARE AVAILABLE THROUGH THE ANNUAL BOND DISCLOSURE REPORT POSTED TO A PUBLIC WEBSITE. GOVERNING DOCUMENTS ARE CURRENTLY NOT PUBLICLY AVAILABLE. |
| FORM 990, PART VII | CONSOLIDATED MANAGEMENT AND GENERAL SERVICES - THE FILING ORGANIZATION IS A MEMBER OF A COMPREHENSIVE INTEGRATED HEALTHCARE NETWORK, I.E., ST. JOSEPH'S/CANDLER HEALTH SYSTEM, INC. (SYSTEM). ESSENTIAL MANAGEMENT AND GENERAL SERVICES ARE PROVIDED BY THE SYSTEM TO THE RELATED ORGANIZATIONS. THE COSTS OF SUCH SERVICES REMAIN ON THE BOOKS OF SYSTEM. |
| FORM 990, PART IX, LINE 11G | CONTRACT LABOR 2,653,314 320,058 0 PROFESSIONAL FEES 18,184,365 9,436,941 0 PURCHASED SERVICES 11,509,631 6,590,139 0 OR PERFUSIONIST FEES 989,097 0 0 CONSULTING FEES 50,330 0 0 OTHER FEES 258,111 0 0 TOTAL 33,644,848 16,347,138 0 |
| FORM 990, PART XI, LINE 9 | INCREASE IN BENEFICIAL INTEREST IN FOUNDATION 211,015 EQUITY TRANSFERS OUT -4,344,455 PERIODIC PENSION COSTS -5,852 TOTAL -4,139,292 |
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