2025-11-17T14:37:07-06:00 2024-12-31 PwC US Tax LLP 2001 MARKET ST SUITE 1800 PHILADELPHIA PA 19103 990 2024-01-01 340714485 ST ALEXIS HOSPITAL ASSOCIATION c/o FRANCISCAN ALLIANCE INC % PAUL PLOMIN STAL 5742563935 PO BOX 1290 MISHAWAKA IN 465461290 SR LETHIA MARIE LEVEILLE SECRETARY, DIRECTOR 5743476418 2025-11-17 true true ERIC M MCNEIL P00460263 2673303000 2025-11-14 2024 2025-03-06 01:10:19Z SR LETHIA MARIE LEVEILLE PO BOX 1290 MISHAWAKA IN 465461290 314061 false X N/A X 1895 OH TO PROVIDE SUPPORT TO ALEXIA MANOR HOUSING CORPORATION THAT PROVIDES ELDERLY AND DISABLED PERSONS WITH HOUSING FACILITIES AND SERVICES DESIGNED TO MEET THEIR NEEDS. 4 3 0 0 0 0 126091 314061 0 0 0 0 0 0 126091 314061 0 0 0 0 0 0 0 0 0 24001 41958 24001 41958 102090 272103 3119540 3514039 2752335 2796293 367205 717746 X TO PROVIDE SUPPORT TO ALEXIA MANOR HOUSING CORPORATION THAT PROVIDES ELDERLY AND DISABLED PERSONS WITH HOUSING FACILITIES AND SERVICES DESIGNED TO MEET THEIR NEEDS. false false 41958 0 0 THE PURPOSE OF ST. ALEXIS HOSPITAL ASSOCIATION, FROM THE DATE OF ITS INCORPORATION IN 1895, WAS TO ESTABLISH, MAINTAIN AND CONDUCT A HOSPITAL AND LONG TERM CARE FACILITY IN THE CITY OF CLEVELAND, OHIO, TO PROVIDE SPIRITUAL AND MEDICAL COUNSEL AND AID FOR THE CARE OF SICK AND INJURED PERSONS REGARDLESS OF RACE, COLOR, CREED OR OTHER CONDITION OR CIRCUMSTANCE, TO ENGAGE IN EDUCATION RELATING TO THESE SERVICES, AND TO PROVIDE AND MAINTAIN FACILITIES FOR SUCH PURPOSES. IN 1995, THE HOSPITAL BUSINESS WAS SOLD TO AN UNRELATED EXEMPT ORGANIZATION. HOWEVER, ST. ALEXIS HOSPITAL ASSOCIATION STILL ACTS AS A MEMBER OF ALEXIA MANOR HOUSING CORPORATION WHOSE PURPOSE IS TO PROVIDE ELDERLY OR DISABLED PERSONS WITH HOUSING FACILITIES AND SERVICES SPECIALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS, AND TO PROMOTE THEIR HEALTH, SECURITY, HAPPINESS, AND USEFULNESS IN LONGER LIVING. THE ST. ALEXIS HOSPITAL ASSOCIATION BALANCE SHEET CONSISTS PRIMARILY OF CASH AND INVESTMENTS, IN WHICH THE INVESTMENT INCOME IS USED TO FUND VARIOUS EXPENDITURES OF ALEXIA MANOR HOUSING CORPORATION WHICH ARE NOT COVERED BY MEDICARE, MEDICAID, OR HUD, AS WELL AS COMMUNITY NEEDS IN THE GREATER CLEVELAND AREA. THE EXPENDITURES PROVIDED TO ALEXIA MANOR HOUSING CORPORATION INCLUDE AN ACTIVITIES DIRECTOR. 41958 true true false false false false false false false true false false false false true false false true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false false false X 4 3 false false false false true true true true true false false true true true true true true false false false X X PAUL PLOMIN 5742546271 1515 DRAGOON TRAIL MISHAWAKA IN 46544 KEVIN D LEAHY TRUSTEE 5.0 55.0 X 0 2927664 108891 SISTER JANE MARIE KLEIN CHAIRPERSON, DIRECTOR 5.0 55.0 X X 0 0 0 LAWRENCE O LEAMAN PRESIDENT, DIRECTOR 5.0 0.0 X X 0 0 0 SISTER LETHIA MARIE LEVEILLE SECRETARY, DIRECTOR 5.0 55.0 X X 0 0 0 0 2927664 108891 0 false true false 0 314061 314061 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 314061 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALEXIA MANOR HOUSING CORP 41958 41958 0 0 41958 41958 0 0 0 0 989193 1202466 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2130347 2311573 0 0 0 0 0 0 0 0 3119540 3514039 48000 15000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2704335 2781293 2752335 2796293 X -1511962 -1371422 1879167 2089169 367205 717746 3119540 3514039 X 272103 78110 328 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2000037 314061 104060 2210038 1981380 126091 107434 2000037 2533149 -472622 79147 1981380 2350824 382648 200324 2533148 2162593 294309 106078 2350824 1.00000 true false 0 DUE TO CORPORATE 2781293 2781293 392171 78110 78110 314061 314061 41958 41958 41958 SCHEDULE D, PART V, LINE 4 Rhodes Trust The Trust will make distributions to The St. Alexis Hospital Association as the successor to St. Alexis Hospital, the entity identified in the Will, in the ordinary course in accordance with the terms of the Trust and the Ohio Institutional Trust Funds Act. The income distributions shall be used by The St. Alexis Hospital Association solely for the charitable provision or funding of health care services, or healthcare related activities, including, but not limited to: medical diagnosis, care, treatment and related psychological, social and spiritual support services; rehabilitation; hospice and/or in-home care; preventative health services, such as immunizations, and health wellness programs; healthcare related education and counseling including, without limitation, preventive programs such as those directed toward reproductive health, prenatal care, and substance abuse and chemical dependency; medical equipment, supplies, medications, eye and hearing assists, and prosthetics; medical or healthcare related research and education; and the training of patients, healthcare providers and personnel. Calvary Morris Trust The income distributions from the St. Alexis share shall be used by St. Alexis solely for the charitable provision or funding of healthcare services, or healthcare related activities, within the geographical area of Cuyahoga County, including, but not limited to: medical diagnosis, care, treatment and related psychological, social and spiritual support services; rehabilitation; hospice and/or in-home care; preventative health services, such as immunizations, and health wellness programs; healthcare related education and counseling including, without limitation, preventive programs such as those directed toward reproductive health, prenatal care, and substance abuse and chemical dependency; medical equipment, supplies, medications, eye and hearing assists, and prosthetics; medical or healthcare related research and education; and the training of patients, healthcare providers and personnel. false false false false false false false false false KEVIN D LEAHY TRUSTEE 0 2842860 0 0 0 84804 0 91614 0 17277 0 3036555 0 0 SCHEDULE J, PART I, LINE 3 ST. ALEXIS HOSPITAL ASSOCIATION DOES NOT COMPENSATE ITS PRESIDENT. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S SOLE MEMBER IS FRANCISCAN ALLIANCE, INC. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER, FRANCISCAN ALLIANCE, INC., ELECTS ALL DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE SOLE MEMBER, FRANCISCAN ALLIANCE, INC., HAS THE SOLE VOTE ON SIGNIFICANT MATTERS PRESENTED TO IT BY THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE INFORMATION TO PREPARE THE FORM 990 OF ST. ALEXIS HOSPITAL ASSOCIATION ("ST. ALEXIS") IS GATHERED BY FINANCE STAFF AND PROVIDED TO ITS ACCOUNTING FIRM WHO PREPARES THE RETURN. SENIOR MANAGEMENT THEN REVIEWS THE RETURN PRIOR TO FILING. THE FORM 990 IS ALSO MADE AVAILABLE TO ST. ALEXIS' BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CORPORATION AND/OR ITS AFFILIATE REQUIRES ANNUAL CONFLICT OF INTEREST STATEMENTS FROM EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBERS OF COMMITTEES WITH BOARD DESIGNATED POWERS WHICH AFFIRMS THAT THEY HAVE RECEIVED, READ AND UNDERSTAND THE CONFLICT OF INTEREST POLICY AND HAVE AGREED TO COMPLY WITH THE POLICY. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST A DIRECTOR, PRINCIPAL OFFICER OR MEMBER OF A COMMITTEE WITH BOARD DESIGNATED POWERS MUST DISCLOSE THE EXISTENCE AND NATURE OF THE FINANCIAL INTEREST TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENTS. AFTER DISCLOSURE OF THE FINANCIAL INTEREST, THE DIRECTOR, PRINCIPAL OFFICER OR COMMITTEE MEMBER SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE FINANCIAL INTEREST IS DISCUSSED AND VOTE TAKEN. IN ADDITION, ONGOING REVIEWS AND ASSESSMENTS ARE MADE TO MAKE CERTAIN THAT THE CORPORATION OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES. IN CONDUCTING THE ONGOING REVIEWS AND ASSESSMENTS THE CORPORATION USES INTERNAL AND EXTERNAL ADVISORS. FORM 990, PART VI, SECTION B, LINE 15 ST. ALEXIS HOSPITAL ASSOCIATION DOES NOT COMPENSATE ANY OF ITS OFFICERS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 NET ASSETS RELEASED FROM RESTRICTION FOR OPERATIONS 104,388 CHANGE IN ASSETS WITH DONOR RESTRICTIONS (104,060) __________ TOTAL 328 FRANCISCAN ALLIANCE INC 1515 DRAGOON TRAIL MISHAWAKA IN 46544 351330472 HEALTH SRVCS IN 501(C)(3) 3 NA false HILLS INSURANCE COMPANY INC 1515 DRAGOON TRAIL MISHAWAKA IN 46544 030372512 CAPTIVE INS VT 501(C)(3) 12-TYPE 1 FRANCISCAN false SISTERS OF ST FRANCIS OF PERPETUAL ADOR PO BOX 766 MISHAWAKA IN 46546 351328145 RELIGIOUS IN 501(C)(3) 1 NA false FRANCISCAN HEALTH FOUNDATION INC 1515 DRAGOON TRAIL MISHAWAKA IN 46544 351955283 FUNDRAISING IN 501(C)(3) 7 FRANCISCAN false FRANCISCAN VNS HOME CARE INC 4701 N KEYSTONE AVE S418 INDIANAPOLIS IN 46205 350868199 HOME HEALTH IN 501(C)(3) 10 FRANCISCAN false FRANCISCAN HEALTH RENSSELAER INC 1104 E GRACE ST RENSSELAER IN 47978 473825106 HEALTH SRVCS IN 501(C)(3) 3 FRANCISCAN false FRANCISCAN ACO INC 700 E SOUTHPORT ROAD INDIANAPOLIS IN 46107 361904455 HEALTHCARE IN 501(C)(3) 12-TYPE 1 FRANCISCAN false FRANCISCAN SURGERY CENTER LLC 421 N EMERSON AVE BEECH GROVE IN 46107 352128334 MEDICAL SERVICES IN NA N/A FRANCISCAN ORTHOPEDIC SURGERY CENTER 10777 ILLINOIS ST STE H3000 H400 CARMEL IN 46032 845101253 MEDICAL SERVICES IN NA N/A ST FRANCIS RADIATION THERAPY LLC 421 N EMERSON AVE GREENWOOD IN 46143 770663631 MEDICAL SERVICES IN NA N/A MAJOR HOSP CARDIAC DIAGNOSTICS LLC 2451 INTELLIPLEX DR SHELBYVILLE IN 46176 208715441 MEDICAL SERVICES IN NA N/A ST FRANCIS IMAGING CENTER LLC 421 N EMERSON AVE BEECH GROVE IN 46107 204607426 IMAGING SERVICES IN NA N/A TONN AND BLANK CONST LLC 1623 GREENWOOD AVE MICHIGAN CITY IN 46360 263919039 CONSTRUCTION IN NA N/A ST FRANCIS MOORESVILLE SURGERY CENTER 1215 HADLEY ROAD SUITE 100 MOORESVILLE IN 46158 202256900 MEDICAL SERVICES IN NA N/A MOORESVILLE ENDOSCOPY CENTER LLC 1215 HADLEY ROAD SUITE 101 MOORESVILLE IN 46158 412116930 MEDICAL SERVICES IN NA N/A ROCCWELL LLC 1345 UNITY PLACE SUITE 345 LAFAYETTE IN 47905 870782727 MEDICAL SERVICES IN NA N/A UNITY SURGICAL CENTER LLC 1345 UNITY PLACE SUITE 345 LAFAYETTE IN 47905 352099067 MEDICAL SERVICES IN NA N/A FRANCISCAN UNITY REAL ESTATE HOLDINGS 1345 UNITY PLACE SUITE 345 LAFAYETTE IN 47905 331733357 REAL ESTATE IN NA N/A FRANCISCAN HOLDING CORPORATION 1515 DRAGOON TRAIL MISHAWAKA IN 46544 363593505 HOLDING CO. IN NA C CORP SAGAMORE SURGICAL SERVICES INC 2320 CONCORD ROAD SUITE B LAFAYETTE IN 479092708 351850819 MEDICAL SERVI IN NA S CORP false false false false false false false false false false false false false false false false false false false