2023-11-14T09:18:20-06:00 2022-12-31 381357951 PLANTE & MORAN PLLC 250 SOUTH HIGH ST SUITE 100 COLUMBUS OH 43215 990 2022-01-01 271602445 ST VINCENT CHARITY DEVELOPMENT FOUNDATION STVI 2168616200 2351 EAST 22ND STREET CLEVELAND OH 44115 BRADLEY RAUH CHIEF ADMINISTRATIVE OFFICER 2168616200 2023-11-07 1 BRADLEY RAUH 999009999 0 AMY CIMINELLO P00796388 6148493000 2023-11-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ANTHONY COYNE 2351 EAST 22ND STREET CLEVELAND OH 44115 395985 0 0928 X WWW.STVINCENTCHARITY.COM/GIVING/ X 2010 OH THE ST. VINCENT CHARITY DEVELOPMENT FOUNDATION WILL HELP SUSTAIN FAITH-BASED CATHOLIC HEALTHCARE THROUGH THE MISSION OF ST. VINCENT CHARITY MEDICAL CENTER: IN THE SPIRIT OF THE SISTERS OF CHARITY OF ST. AUGUSTINE, THE ST. VINCENT CHARITY MEDICAL CENTER FAMILY IS DEDICATED TO THE HEALING MINISTRY OF JESUS. AS CAREGIVERS WE SERVE WITH A DEEP RESPECT FOR THE DIGNITY AND VALUE OF ALL PERSONS, WE ARE FOCUSED ON QUALITY CARE, DEDICATED TO THE POOR AND COMMITTED TO CONTINUING EDUCATION. 3 1 0 1 0 0 895034 395985 0 0 0 0 0 0 895034 395985 0 0 0 0 227735 193913 0 0 0 43281 33802 271016 227715 624018 168270 3560965 2755718 46794 26665 3514171 2729053 X THE ST. VINCENT CHARITY DEVELOPMENT FOUNDATION WILL STEWARD AND ENHANCE THE FAITH BASED CATHOLIC HEALTHCARE THROUGH THE MINISTRY OF ST. VINCENT CHARITY MEDICAL CENTER AND THE SISTERS OF CHARITY HEALTH SYSTEM. THE FOUNDATION OPERATES EXCLUSIVELY TO SUPPORT THE CHARITABLE, EDUCATIONAL, SCIENTIFIC, AND RELIGIOUS PURPOSES OF ST. VINCENT CHARITY MEDICAL CENTER. 0 0 227715 0 0 THE ST. VINCENT CHARITY DEVELOPMENT FOUNDATION SUPPORTS ST. VINCENT CHARITY MEDICAL CENTER (SVCMC) IN THE EXTENSION OF THE HEALING MISSION OF JESUS, FOLLOWING THE EXAMPLE AND DIRECTIVE OF THE SISTERS OF CHARITY OF ST. AUGUSTINE.SVCMC IS CLEVELAND'S FAITH-BASED HIGH-QUALITY HEALTHCARE PROVIDER. RECOGNIZED FOR EXCEPTIONAL PATIENT CARE AND A COMMITMENT TO COMPASSION, SVCMC AND ITS EMPLOYEES AND MEDICAL STAFF OFFER PRIMARY, EMERGENCY, SPECIALTY AND SURGICAL HEALTHCARE SERVICES. OUR CENTERS OF EXCELLENCE IN BARIATRIC SURGERY, SPINE AND ORTHOPEDIC CARE AND BEHAVIORAL HEALTH ARE AMONG THE BEST IN THE NATION. HIGH-QUALITY MEDICAL CARE FOR EVERY PATIENT, REGARDLESS OF HIS OR HER ABILITY TO PAY, IS THE OVERARCHING INSTITUTIONAL GOAL. EACH PATIENT IS CARED FOR WITH THE COMPASSION OF THE SISTERS OF CHARITY LEGACY-TREATING THE WHOLE PERSON-MIND,BODY AND SPIRIT. THE ST. VINCENT CHARITY DEVELOPMENT FOUNDATION (SVCDF) CULTIVATES COMMUNITY AND INDIVIDUAL RELATIONSHIPS TO GENERATE PHILANTHROPIC SUPPORT, ESTABLISHING A STRONG, INSPIRED DONOR BASE TO SUPPORT THE PURPOSE AND ACTIVITIES OF SVCMC.THE SVCDF CONTINUES CULTIVATION AND STEWARDSHIP OF CURRENT AND PROSPECTIVE DONORS:*EXECUTIVE MEETINGS AND TOURS OF SVCMC FOR CORPORATE LEADERS, COMMUNITY AND FAMILY FOUNDATION LEADERS, AND INDIVIDUALS TO SHARE HISTORY, OPERATIONS, GROWTH AND SUCCESSES OF SVCMC.*OPERATIONAL FUND APPEALS MAILED OUT THREE TIMES ANNUALLY TO CULTIVATE AND SOLICIT THE DONOR BASE.*GUARDIAN ANGEL PROGRAM - A PROGRAM DESIGNED FOR PATIENTS AND FAMILY MEMBERS TO MAKE GIFTS TO SVCMC IN HONOR OF A CAREGIVER WHO MADE A DIFFERENCE IN THEIR HOSPITAL EXPERIENCE.*EDUCATION ON THE CENTERS OF EXCELLENCE; PSYCHIATRIC EMERGENCY ROOM SERVICES (ONE OF TWO IN THE STATE, ONE OF SEVEN NATIONALLY TO BE OPEN AROUND THE CLOCK); SPINE AND ORTHOPEDIC AND BARIATRIC SURGERY.*CONSISTENT CARE AND TREATMENT OF THE UNDERSERVED, ESPECIALLY THOSE IN CLEVELAND'S CENTRAL NEIGHBORHOOD SURROUNDING SVCMC. 227715 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 1 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X THERESA WRABEL 2163637474 2351 EAST 22ND STREET CLEVELAND OH 44115 KARAM SR JUDITH ANN BOARD MEMBER 2.00 0.00 X 0 0 0 MURPHY JANICE BOARD MEMBER 2.00 48.00 X 0 597420 54210 ROGERS MELISSA BOARD MEMBER 2.00 48.00 X 0 460450 77910 COYNE ANTHONY BOARD CHAIR 2.00 0.00 X X 0 0 0 0 1057870 132120 0 1 1 0 0 395985 968 395985 395985 0 0 0 152002 152002 30283 30283 11628 11628 2500 2500 6750 6750 5969 5969 2740 2740 BANK FEES 10843 10843 DUES/SUBSCRIPTIONS 5000 5000 227715 227715 0 0 284586 73206 100909 72953 417 417 24197 17707 3150856 2591435 3560965 2755718 46794 26665 46794 26665 X 165455 99730 3348716 2629323 3514171 2729053 3560965 2755718 X 168270 -953388 X X 0 1 X 1 0 X X 1 ST VINCENT CHARITY MEDICAL CENTER 340714756 3 1 393967 0 1 393967 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART I, LINE 11 THE ORGANIZATION PROVIDES SUPPORT BY PERFORMING ANNUAL MAILINGS, SPECIAL EVENTS, AND OTHER FUND RAISING FUNCTIONS FOR THE BENEFIT OF ST. VINCENT CHARITY MEDICAL CENTER. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3150856 -539113 11661 8647 2591435 2936010 224824 9979 3150856 2577611 366645 6950 1295 2936010 2159797 50000 381466 5049 8603 2577611 2225951 67542 -125717 7979 2159797 1.00000 0 0 0 ENDOWMENT FUND 2591435 2591435 X PART V, LINE 4: TO PROVIDE GRANTS TO CURRENTLY ENROLLED STUDENTS WHO ARE PURSUING AN EDUCATION IN NURSING, REGARDLESS OF AGE, SEX, RACE, COLOR, RELIGION, ACADEMIC STATUS OR NEED. PART X, LINE 2: SVCMC AND ITS SUBSIDIARY ARE NONPROFIT, TAX-EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE"), AND, ACCORDINGLY, NO TAX PROVISION IS REFLECTED IN THE CONSOLIDATED FINANCIAL STATEMENTS. IPS IS CONSIDERED A DISREGARDED ENTITY, AND ITS OPERATIONS ARE INCLUDED IN THE TAX FILINGS OF SVCMC. WITH FEW EXCEPTIONS, THE SYSTEM IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE, AND LOCAL OR NON-U.S. INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2018. SVMG IS A FOR-PROFIT ENTITY. THE ENTITY IS A C CORPORATION THAT FILES A CONSOLIDATED FEDERAL TAX RETURN AND HAS NET OPERATING LOSSES OF APPROXIMATELY $11,497,016 AND $11,820,100 FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021, RESPECTIVELY. ANY POTENTIAL DEFERRED TAX ASSET ATTRIBUTABLE TO THE NET OPERATING LOSS CARRYFORWARDS HAS BEEN FULLY OFFSET BY A VALUATION ALLOWANCE, AS SVMG DOES NOT EXPECT TO REALIZE A BENEFIT FROM THE LOSSES. INCOME TAXES ON SVMG, IF ANY, ARE NOT SIGNIFICANT. BRAINARD ENTITIES ARE TREATED AS PARTNERSHIPS FOR INCOME TAX PURPOSES. INCOME AND LOSSES FOR BRAINARD ENTITIES ARE PASSED TO THEIR MEMBERS. 0 0 0 0 0 0 0 0 0 MURPHY JANICE BOARD MEMBER 0 590485 0 0 0 6935 0 51210 0 3000 0 651630 0 0 ROGERS MELISSA BOARD MEMBER 0 455930 0 0 0 4520 0 51210 0 26700 0 538360 0 0 PART I, LINE 3 THE EXECUTIVE COMPENSATION REVIEW IS CONDUCTED BY A RELATED ORGANIZATION, SISTERS OF CHARITY HEALTH SYSTEM. THE REVIEW INCLUDES A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE CORPORATE MEMBER: ST. VINCENT CHARITY MEDICAL CENTER. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S MEMBERS MAY ELECT MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN DECISIONS OF THE GOVERNING BODY, SUCH AS APPROVAL OF BUDGETS, CAPITAL EXPENDITURES, LIQUIDATION, MERGER OR DISSOLUTION OF ASSETS, AND THE MODIFICATION OF THE ARTICLES OF INCORPORATION AND CODE OF REGULATIONS, MUST BE APPROVED BY THE BOARD OF THE MEMBER ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE DATA AND INFORMATION FOR THE 990 IS PREPARED INTERNALLY, AND IT IS SUBMITTED TO THE TAX ADVISORS. THE TAX ADVISORS INPUT ALL DATA AND INFORMATION INTO THE TAX SOFTWARE TO GENERATE THE RETURN, AND THEY REVIEW THE RETURN. THEY REVIEW FOR COMPLETENESS AND COMMUNICATE ANY CONCERNS THAT THEY IDENTIFY WITHIN THE DOCUMENTS AND WORKSHEETS OF THE TAX RETURN. A DRAFT COPY IS PROVIDED TO THE ACCOUNTING STAFF FOR REVIEW. THE TAX ADVISORS AND THE ACCOUNTING STAFF ADDRESS ALL THE CONCERNS FROM THE REVIEW PROCESS. THE RETURN IS THEN SUBMITTED TO THE BOARD FOR REVIEW ONCE CONCERNS ARE ADDRESSED. FORM 990, PART VI, SECTION B, LINE 12C ST. VINCENT CHARITY DEVELOPMENT FOUNDATION (THE FOUNDATION) INITIATED OPERATIONS IN 2010. AS AN ORGANIZATION ESTABLISHED EXCLUSIVELY FOR THE SUPPORT AND BENEFIT OF ST. VINCENT CHARITY MEDICAL CENTER, THE FOUNDATION ADHERES TO THE ADMINISTRATIVE POLICIES OF ST. VINCENT CHARITY MEDICAL CENTER, INCLUDING, BUT NOT LIMITED TO: CORPORATE COMPLIANCE POLICIES; DISCLOSURE OF CONFLICTS OF INTEREST; DOCUMENT RETENTION AND DESTRUCTION; HUMAN RESOURCES; AS WELL AS FINANCIAL MANAGEMENT AND REPORTING. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION ADHERES TO THE ADMINISTRATIVE POLICIES AND PROCEDURES OF ST. VINCENT CHARITY MEDICAL CENTER AND FOLLOWS THEIR ANNUAL COMPENSATION REVIEW BY AN EXTERNAL SOURCE WHICH IS THEN REVIEWED BY THE BOARD FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 AND FORM 1023 ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT ST. VINCENT CHARITY MEDICAL CENTER. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, THE FINANCIAL STATEMENTS, AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT ST. VINCENT CHARITY MEDICAL CENTER AND FINANCIAL SERVICE CENTER LOCATIONS. FORM 990, PART XI, LINE 9: ASSET TRANSFER TO SVCMC (NET) -393,967. MARKET INCREASE OF ENDOWMENT PROCEEDS NET OF ADMINISTRATIVE FEES -559,421. FORM 990, PART XII, LINE 2C ST. VINCENT CHARITY DEVELOPMENT FOUNDATION'S FINANCIAL STATEMENTS ARE CONSOLIDATED WITH ST. VINCENT CHARITY MEDICAL CENTER. ST. VINCENT CHARITY MEDICAL CENTER HAS AN AUDIT COMMITTEE THAT HAS BEEN CHARGED WITH OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTING FIRM. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART VII THERE ARE INDIVIDUALS THAT ARE BEING PAID BY THE RELATED ORGANIZATION (SISTERS OF CHARITY HEALTH SYSTEM, SCHS) THAT WORK BOTH AT THE ORGANIZATION AND AT THE RELATED ORGANIZATION OR ITS AFFILIATES. SISTERS OF CHARITY HEALTH SYSTEM 2475 EAST 22ND STREET CLEVELAND OH 44115 341379356 CHARITABLE ORGANIZATION OH 501(C)(3) 12A SISTERS OF CHARITY OF ST AUGUSTINEROMAN CATHOLIC CHURCH 0 SISTERS OF CHARITY OF ST AUGUSTINEROMAN CATHOLIC CHURCH 5232 BROADVIEW ROAD CLEVELAND OH 44286 340714763 RELIGIOUS ORDER OF WOMEN OH 501(C)(3) 1 N/A 0 SCPH LEGACY CORPORATION 2475 EAST 22ND STREET CLEVELAND OH 44115 570314409 CHARITABLE ORGANIZATION SC 501(C)(3) 12A SCHS 0 REGINA HEALTH CENTER 5232 BROADVIEW ROAD RICHFIELD OH 44286 341722394 RETIREMENT COMMUNITY OH 501(C)(3) 10 SCHS 0 ST VINCENT CHARITY MEDICAL CENTER 2351 EAST 22ND STREET CLEVELAND OH 44115 340714756 HOSPITAL OH 501(C)(3) 3 SCHS 0 ST JOHN HOSPITAL 2475 EAST 22ND STREET CLEVELAND OH 44115 340714504 CHARITABLE ORGANIZATION OH 501(C)(3) 12A SCHS 0 HEALTHY LEARNERS 2749 LAUREL STREET COLUMBIA SC 29204 571127197 CHARITABLE ORGANIZATION SC 501(C)(3) 10 SCHS 0 JOSEPH'S HOME 2412 COMMUNITY COLLEGE AVE CLEVELAND OH 44115 340901676 CHARITABLE ORGANIZATION OH 501(C)(3) 10 SCHS 0 SISTERS OF CHARITY FOUNDATION OF CLEVELAND 2475 EAST 22ND STREET 4TH FLOOR CLEVELAND OH 44115 341832698 CHARITABLE FOUNDATION OH 501(C)(3) 12A SCHS 0 SISTERS OF CHARITY FOUNDATION OF CANTON 400 MARKET AVE N STE 300 CANTON OH 44702 341832697 CHARITABLE FOUNDATION OH 501(C)(3) 12A SCHS 0 SOUTH CAROLINA CENTER FOR FATHERS & FAMILIES 2711 MIDDEBURG DRIVE COLUMBIA SC 29204 364506347 CHARITABLE ORGANIZATION SC 501(C)(3) 7 SISTERS OF CHARITY FOUNDATION OF SC 0 EARLY CHILDHOOD RESOURCE CENTER 1718 CLEVELAND AVE NW CANTON OH 44703 340714462 CHARITABLE ORGANIZATION OH 501(C)(3) 7 SRS OF CHARITY FOUNDATION OF CANTON 0 SISTERS OF CHARITY FOUNDATION OF SC 2711 MIDDEBURG DRIVE COLUMBIA SC 29204 570708391 CHARITABLE FOUNDATION SC 501(C)(3) 12A SCHS 0 LIGHT OF HEARTS 283 UNION ST BEDFORD OH 44146 341619270 ASSISTED LIVING FACILITY OH 501(C)(3) 10 SCHS 0 BRAINARD OPERATING LLC 201 SEABOARD LANE SUITE 125 FRANKLIN TN 37067 831687255 MEDICAL SERVICES TN N/A 0 0 ST VINCENT MEDICAL GROUP 2475 EAST 22ND STREET CLEVELAND OH 44115 341634990 MEDICAL SERVICES OH N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 1