2024-04-30T16:57:20-04:00 2023-06-30 580914992 DRAFFIN & TUCKER LLP PO BOX 71309 ALBANY GA 317081309 990 2022-07-01 581553254 CANDLER FOUNDATION INC CAND 9128196162 5353 REYNOLDS STREET SAVANNAH GA 314056015 PAUL P HINCHEY CEO 9126926162 2024-04-18 true PAUL HINCHEY 999009999 false WILLIAM EDWARD PHILLIPS P00451499 2298837878 2024-04-23 2022 2023-04-26 12:10:37Z PAUL P HINCHEY 5353 REYNOLDS STREET SAVANNAH GA 314056015 4226495 false X WWW.SJCHS.ORG X 1983 GA CANDLER FOUNDATION, INC. OPERATES EXCLUSIVELY FOR THE BENEFIT AND SUPPORT OF CANDLER HOSPITAL, INC. AND THE OTHER TAX-EXEMPT ENTITIES OF ST. JOSEPH'S/CANDLER HEALTH SYSTEM, INC. PURSUANT TO IRS SEC. 501(C)(3). 10 9 2 0 1357272 1330751 0 794527 255704 148029 144994 2299828 1731449 936891 1370482 0 275220 300775 0 6103 114578 100483 1326689 1771740 973139 -40291 10938119 11665672 8519 154813 10929600 11510859 X CANDLER FOUNDATION, INC. OPERATES EXCLUSIVELY FOR THE BENEFIT AND SUPPORT OF CANDLER HOSPITAL, INC. AND THE OTHER TAX-EXEMPT ENTITIES OF ST. JOSEPH'S/CANDLER HEALTH SYSTEM, INC. PURSUANT TO IRS SEC. 501(C)(3). false false 1698867 1370482 CANDLER FOUNDATION, INC. PRIMARILY SUPPORTS CANDLER HOSPITAL, INC., A 307- BED, ACUTE CARE HOSPITAL IN SAVANNAH, GEORGIA, WHICH SERVICES A METROPOLITAN POPULATION BASE OF APPROXIMATELY 379,000 AND THE SURROUNDING COUNTIES. FOR THE FISCAL YEAR 2023, CANDLER FOUNDATION RAISED FUNDS TOTALING 1,582,290 AND PROVIDED GRANTS OF 1,226,491 TO FURTHER THE TAX- EXEMPT PURPOSE OF CANDLER HOSPITAL AND 73,148 TO THE RELATED TAX-EXEMPT ENTITIES OF ST. JOSEPH'S/CANDLER HEALTH SYSTEM, INC. CANDLER HOSPITAL FURTHERS ITS EXEMPT PURPOSE BY PROMOTING HEALTH IN THE COMMUNITY BY PROVIDING MEDICAL EDUCATION TO PATIENTS IN THE COMMUNITY, CONDUCTING RESEARCH, AND IMPLEMENTING TECHNOLOGY THAT NOT ONLY PROVIDES THE LATEST IN TREATMENT, BUT ALLOWS PATIENTS TO RECEIVE HIGH QUALITY OF CARE IN THEIR OWN COMMUNITY AND ALLOWS THE HOSPITAL TO CONTINUALLY IMPROVE PATIENT SAFETY BY IMPLEMENTING TECHNOLOGY THAT PREVENTS MEDICATION ERRORS, ETC. 1698867 true true false false false false false false false true true false false false true true true false false false false false false false true false false true true true false false false false false false false false false false false false false true false false false true 0 0 2 true false false false false false true true false false false false false false X 10 9 false false false false true false true true true false false true true true true true true false false false GA X X ALLEN R BUTCHER 9128196162 5353 REYNOLDS STREET SAVANNAH GA 314056015 X PAUL P HINCHEY CEO 1.00 44.00 X 0 1097158 28189 FRANCES V RACKETT EXECUTIVE DI 20.00 20.00 X 91532 91532 14800 DIANA BARROW TRUSTEE 1.00 X 0 0 0 KATHIE HARLANDER TRUSTEE 1.00 5.00 X 0 0 0 MICHAEL CURRAN JR TREASURER 1.00 4.00 X X 0 0 0 ROBERT E JONES MD TRUSTEE 1.00 1.00 X 0 0 0 ELIZABETH L MACFAYDEN TRUSTEE 1.00 X 0 0 0 ELAINE MARTIN TRUSTEE 1.00 5.00 X 0 0 0 JEFFREY MINGLEDORFF TRUSTEE 1.00 X 0 0 0 L BUD MINGLEDORFF TRUSTEE 1.00 X 0 0 0 CINDY MURPHY CHAIRMAN 1.00 1.00 X X 0 0 0 MICHAEL W STEPHENS VICE CHAIRMA 1.00 5.00 X X 0 0 0 91532 1188690 42989 false true false 68900 138881 12500 1110470 1330751 310830 310830 2333374 2388500 -55126 -55126 -55126 251540 68900 106546 144994 144994 1731449 400698 1357947 1357947 12535 12535 165702 98932 66770 99386 99386 5241 5241 12365 12365 18081 18081 71454 71454 3141 3141 14771 14771 13011 13011 2274 2274 OTHER FUNDRAISING COSTS 6103 6103 DUES & SUBSCRIPTIONS 2072 2072 OTHER EXPENSES 421 421 BAD DEBT RECOVERY -12764 -12764 1771740 1698867 66770 6103 16623 567494 222724 121474 1152 1050 53836 53836 10136818 10962003 560802 13651 10938119 11665672 8519 11819 142994 8519 154813 X 2227132 2748370 8702468 8762489 10929600 11510859 10938119 11665672 X -40291 621550 X false true X true false X X 1 CANDLER HOSPITAL INC 580593388 3 true 1226491 0 1 1226491 0 true false false false false false false false false false false false false false false false PART IV, SECTION C, LINE 1 THE PARENT AND SOLE MEMBER OF THE FOUNDATION, INC. IS ST. JOSEPH'S/CANDLER HEALTH SYSTEM, INC. (SYSTEM) (FEI 58-2288758), A 501(C)(3) ORGANIZATION, WHICH SERVES AS THE PARENT ORGANIZATION OF A MULTI-ENTITY HEALTHCARE SYSTEM. UNDER THE JULY 2011 JOINT OPERATING AGREEMENT (JOA) (WHICH SERVES AS THE ORGANIZATION'S BYLAWS) ALL POWERS OF THE FOUNDATION ARE TO BE EXERCISED BY ITS BOARD OF TRUSTEES, PROVIDED THAT THE FOUNDATION BOARD OBTAINS THE WRITTEN APPROVAL OF THE MEMBER BEFORE CERTAIN ACTIONS OF THE BOARD BECOME FINAL AND CONCLUSIVE. THESE ACTIONS INCLUDE AMENDING THE JOA, AMENDING THE ARTICLES OF INCORPORATION, APPOINTING A TRUSTEE (OTHER THAN EX-OFFICIO TRUSTEES AND DESIGNATED TRUSTEES), APPROVAL OF THE FOUNDATION'S ANNUAL BUDGET AND APPROVAL OF ANY TRANSFER OR DISTRIBUTION TO ANY ORGANIZATION OTHER THAN CANDLER HOSPITAL (HOSPITAL), AMONG OTHER ACTIONS. THUS, AS THE SOLE MEMBER, SYSTEM HAS SUBSTANTIAL CONTROL OVER THE MANAGEMENT OF THE FOUNDATION. THE FOUNDATION BOARD SHALL BE COMPRISED OF 11 TRUSTEES. THE CEO OF SYSTEM IS AN EX-OFFICIO MEMBER. OTHER EX-OFFICIO MEMBERS OF THE BOARD INCLUDE THE CHAIRMAN AND VICE CHAIRMAN OF THE SYSTEM BOARD. THE SUPERINTENDENT OF THE SOUTH GEORGIA CONFERENCE OF THE UNITED METHODIST CHURCH IS AN EX-OFFICIO MEMBER. OF THE REMAINING 7 MEMBERS OF THE BOARD, 6 ARE SELF-APPOINTED BY THE TRUSTEES OF THE FOUNDATION (SUBJECT TO THE WRITTEN APPROVAL OF SYSTEM). THE SEVENTH TRUSTEE IS DESIGNATED OR APPOINTED BY THE BOARD OF DIRECTRESSES OF TELFAIR COUNTY. THUS AT LEAST 2 MEMBERS OF THE SYSTEM BOARD OVERLAP WITH THE BOARD OF THE FOUNDATION, 6 ARE APPOINTED SUBJECT TO THE WRITTEN APPROVAL OF THE SYSTEM BOARD AND 1 BOARD MEMBER OF THE FOUNDATION SERVES AS THE CEO OF SYSTEM. IN ADDITION, SYSTEM'S MANAGEMENT IS SHARED WITH BOTH THE FOUNDATION AND CH. THUS, THE CONTROL AND MANAGEMENT OF BOTH THE SUPPORTING AND SUPPORTED ORGANIZATIONS IS VESTED IN THE PARENT ORGANIZATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8702468 1417729 119057 1476765 8762489 8520265 1273611 -167084 924324 8702468 7991964 1052865 247249 771813 8520265 8028205 1260766 60150 1357157 7991964 8061502 1416770 65307 1515374 8028205 0.10670 0.89330 false false 53836 53836 INTERCOMPANY PAYABLE 142994 142994 X 2459545 621550 106546 728096 1731449 1731449 1878286 106546 106546 1771740 1771740 SCHEDULE D, PAGE 2, PART V, LINE 4 ENDOWMENTS INCLUDE FUNDS RESERVED FOR BUILDING AND DEVELOPMENT, EDUCATION AND SCHOLARSHIPS, DIABETES FUNDS AND OTHER HEALTHCARE RELATED PURPOSES. SCHEDULE D, PAGE 3, PART X THE FOUNDATION IS A TAX-EXEMPT CORPORATION AS DESCRIBED IN SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE (CODE). THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE CODE AND HAS BEEN CLASSIFIED AS A PUBLICLY SUPPORTED CHARITABLE ORGANIZATION UNDER SECTION 509(A)(1) OF THE CODE. CONTRIBUTIONS TO THE FOUNDATION ARE DEDUCTIBLE FOR INCOME TAX PURPOSES TO THE MAXIMUM EXTENT ALLOWED UNDER THE CODE. THE FOUNDATION APPLIES ACCOUNTING POLICIES THAT PRESCRIBE WHEN TO RECOGNIZE AND HOW TO MEASURE THE FINANCIAL STATEMENT EFFECTS OF INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON ITS INCOME TAX RETURNS. THESE RULES REQUIRE MANAGEMENT TO EVALUATE THE LIKELIHOOD THAT, UPON EXAMINATION BY THE RELEVANT TAXING JURISDICTIONS, THOSE INCOME TAX POSITIONS WOULD BE SUSTAINED. BASED ON THAT EVALUATION, THE FOUNDATION ONLY RECOGNIZES THE MAXIMUM BENEFIT OF EACH INCOME TAX POSITION THAT IS MORE THAN 50% LIKELY OF BEING SUSTAINED. TO THE EXTENT THAT ALL OR A PORTION OF THE BENEFITS OF AN INCOME TAX POSITION ARE NOT RECOGNIZED, A LIABILITY WOULD BE RECOGNIZED FOR THE UNRECOGNIZED BENEFITS, ALONG WITH ANY INTEREST AND PENALTIES THAT WOULD RESULT FROM DISALLOWANCE OF THE POSITION. SHOULD ANY SUCH PENALTIES AND INTEREST BE INCURRED, THEY WOULD BE RECOGNIZED AS OPERATING EXPENSES. BASED ON THE RESULTS OF MANAGEMENT'S EVALUATION, NO LIABILITY IS RECOGNIZED IN THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION FOR UNRECOGNIZED INCOME TAX POSITIONS. FURTHER, NO INTEREST OR PENALTIES HAVE BEEN ACCRUED OR CHARGED TO EXPENSE AS OF JUNE 30, 2023 AND 2022 OR FOR THE YEARS THEN ENDED. THE FOUNDATION'S TAX RETURNS ARE SUBJECT TO POSSIBLE EXAMINATION BY THE TAXING AUTHORITIES. FOR FEDERAL INCOME TAX PURPOSES, THE TAX RETURNS ESSENTIALLY REMAIN OPEN FOR POSSIBLE EXAMINATION FOR A PERIOD OF THREE YEARS AFTER THE RESPECTIVE FILING DEADLINES OF THOSE RETURNS. SCHEDULE D, PAGE 4, PART XI, LINE 2D FUNDRAISING EXPENSES NETTED WITH FUNDRAISING INCOME 106,546 SCHEDULE D, PAGE 4, PART XII, LINE 2D FUNDRAISING EXPENSES NETTED WITH FUNDRAISING INCOME 106,546 SKEET SHOOT 320440 68900 251540 7403 8677 66612 3791 2400 17663 320440 68900 251540 7403 8677 66612 3791 2400 17663 106546 144994 GA true CANDLER HOSPITAL INC 5353 REYNOLDS STREET SAVANNAH GA 314056015 580593388 501C3 1226491 VAR. CHARITY PURPOSE SAVANNAH CHATHAM IMAGING 1 JOHNSTON STREET SUITE 11 SAVANNAH GA 314055533 205174181 58308 CHARITY MAMMOGRAMS ST JOSEPH'S HOSPITAL 11705 MERCY BLVD SAVANNAH GA 314191711 580568702 501C3 73148 VAR. CHARITY PURPOSE 2 1 MAMMOGRAPHY INDIGENT 21 10281 TRANSFORMATION STATION 2 254 NURSING EDUCATION 1 2000 SCHEDULE I, PAGE 1, PART I, LINE 2 CANDLER FOUNDATION, INC. DETERMINES THE QUALIFICATIONS FOR GRANT DISBURSEMENT BY IDENTIFYING PRIORITIES AND OPPORTUNITIES FOR FUNDING PROJECTS THAT FULFILL THE MISSION AND STRATEGIC PLAN OF THE FOUNDATION. THE FOUNDATION ALSO ASSISTS WITH THE PREPARATION OF QUALIFYING GRANT PROJECTS AND PROPOSALS. false false false false false false false false false PAUL P HINCHEY CEO 1078551 18607 9150 19039 1125347 FRANCES V RACKETT EXECUTIVE DIRECTOR 91532 91532 1660 1660 5740 5740 98932 98932 SCHEDULE J, PART III PART I, LINE 4(B) - SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) THE SYSTEM MAINTAINS AN UNFUNDED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP), WHICH PROVIDES RETIREMENT BENEFITS TO CERTAIN OFFICERS AND SELECT EMPLOYEES. THIS PLAN IS NON-QUALIFIED AND DOES NOT HAVE A MINIMUM FUNDING REQUIREMENT. PART II, BONUS AWARD BONUS COMPENSATION IS AWARDED BASED ON REACHING MULTIPLE ORGANIZATIONAL AND INDIVIDUAL GOALS, ALL OF WHICH ARE EXPRESSLY CONTINGENT UPON ACHIEVING A TARGETED OPERATING BUDGET. THE CEO MAKES A BONUS RECOMMENDATION TO THE BOARD'S COMPENSATION COMMITTEE WHILE THE COMMITTEE MAKES A BONUS RECOMMENDATION TO THE BOARD FOR THE CEO. ALL BONUSES ARE CAPPED AT A MAXIMUM PERCENTAGE OF THEIR SALARY. FORM 990, PAGE 2, PART III, LINE 4A CANDLER FOUNDATION, INC. PRIMARILY SUPPORTS CANDLER HOSPITAL, INC., A 307- BED, ACUTE CARE HOSPITAL IN SAVANNAH, GEORGIA, WHICH SERVICES A METROPOLITAN POPULATION BASE OF APPROXIMATELY 379,000 AND THE SURROUNDING COUNTIES. FOR THE FISCAL YEAR 2023, CANDLER FOUNDATION RAISED FUNDS TOTALING 1,582,290 AND PROVIDED GRANTS OF 1,226,491 TO FURTHER THE TAX- EXEMPT PURPOSE OF CANDLER HOSPITAL AND 73,148 TO THE RELATED TAX-EXEMPT ENTITIES OF ST. JOSEPH'S/CANDLER HEALTH SYSTEM, INC. CANDLER HOSPITAL FURTHERS ITS EXEMPT PURPOSE BY PROMOTING HEALTH IN THE COMMUNITY BY PROVIDING MEDICAL EDUCATION TO PATIENTS IN THE COMMUNITY, CONDUCTING RESEARCH, AND IMPLEMENTING TECHNOLOGY THAT NOT ONLY PROVIDES THE LATEST IN TREATMENT, BUT ALLOWS PATIENTS TO RECEIVE HIGH QUALITY OF CARE IN THEIR OWN COMMUNITY AND ALLOWS THE HOSPITAL TO CONTINUALLY IMPROVE PATIENT SAFETY BY IMPLEMENTING TECHNOLOGY THAT PREVENTS MEDICATION ERRORS, ETC. FORM 990, PAGE 6, PART VI, LINE 6 ST. JOSEPH'S/CANDLER HEALTH SYSTEM, INC. (SYSTEM) IS THE SOLE MEMBER OF THE FOUNDATION. FORM 990, PAGE 6, PART VI, LINE 7B THE FOUNDATION MUST OBTAIN WRITTEN APPROVAL FROM THE SYSTEM FOR CERTAIN MATTERS SUCH AS THE AMENDMENT OF THE JOINT OPERATING AGREEMENT OR ARTICLES OF INCORPORATION, APPOINTMENT OF A TRUSTEE, APPROVAL OF AN ANNUAL BUDGET, AND OTHER MATTERS SIGNIFICANT TO THE FOUNDATION'S STRUCTURE OR BUSINESS ACTIVITIES. FORM 990, PAGE 6, PART VI, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE FINANCE COMMITTEE OF CANDLER HOSPITAL'S, THE SUPPORTED ORGANIZATION, 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 BOARD CHAIR AND EXECUTIVE DIRECTOR/VP AND ARE REVIEWED BY ST. JOSEPH'S/CANDLER HEALTH SYSTEM'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 19 CERTAIN ORGANIZATIONAL POLICIES, INCLUDING THE CONFLICT OF INTEREST POLICY, ARE LOCATED ON ST. JOSEPH'S/CANDLER'S 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 XI, LINE 9 FUNDRAISING EXPENSES NETTED WITH FUNDRAISING INCOME 106,546 FUNDRAISING EXPENSES NETTED WITH FUNDRAISING INCOME -106,546 ST JOSEPH'SCANDLER HEALTH SYSTEM 5353 REYNOLDS STREET SAVANNAH GA 314056015 582288758 MGMNT GA 501C3 12C NA false CANDLER HOSPITAL INC 5353 REYNOLDS STREET SAVANNAH GA 314056015 580593388 ACUTE CARE GA 501C3 3 SYSTEM ST JOSEPH'S/CANDLER HEALTH SYSTEM false SAINT JOSEPH'S HOSPITAL INC 11705 MERCY BLVD SAVANNAH GA 314191711 580568702 ACUTE CARE GA 501C3 3 SYSTEM ST JOSEPH'S/CANDLER HEALTH SYSTEM false ST JOSEPH'S FOUNDATION OF SAVANNAH 5353 REYNOLDS STREET SAVANNAH GA 314056015 581905195 FOUNDATION GA 501C3 12B SYSTEM ST JOSEPH'S/CANDLER HEALTH SYSTEM false SJC HOME HEALTH SERVICES INC 5353 REYNOLDS STREET SAVANNAH GA 314056015 581329042 HOME HLTH GA 501C3 10 SYSTEM ST JOSEPH'S/CANDLER HEALTH SYSTEM false GEORGIA INFIRMARY INC 5353 REYNOLDS STREET SAVANNAH GA 314056015 580668614 CLINIC GA 501C3 10 SYSTEM ST JOSEPH'S/CANDLER HEALTH SYSTEM false SJC MEDICAL GROUP INC 5353 REYNOLDS STREET SAVANNAH GA 314056015 582011805 PHYSICIANS GA N/A false SJC VENTURES INC 5353 REYNOLDS STREET SAVANNAH GA 314056015 582650129 HEALTHCARE GA N/A false SJC PROPERTIES INC 5353 REYNOLDS STREET SAVANNAH GA 314056015 581583360 PROPERTY GA N/A false SJC HEALTH SERVICES INC 5353 REYNOLDS STREET SAVANNAH GA 314056015 581701535 HEALTHCARE GA N/A false false true true false true false false false false false false true false true true false false false false SCHEDULE R A JOINT OPERATING AGREEMENT WAS ENTERED INTO ON AUGUST 27, 2003 AND AMENDED ON JULY 1, 2011 BETWEEN ST. JOSEPH'S FOUNDATION OF SAVANNAH, INC. AND CANDLER FOUNDATION, INC. EACH FOUNDATION SHALL MAINTAIN ITS RESPECTIVE FUNDRAISING ACTIVITIES AND HOLD ITS FUNDS SEPARATELY. THE BOARD OF DIRECTORS WILL MEET JOINTLY, BUT WILL CONTINUE TO MAINTAIN THEIR SEPARATE CORPORATE IDENTITIES.