2026-05-15T12:48:39+00:00 2025-06-30 346565596 ERNST & YOUNG US LLP 401 CONGRESS AVENUE Austin TX 78701 990 2024-07-01 756583874 SAINT FRANCIS HEALTH SYSTEM GENERAL PROFESSIONAL LIABILITY TRUST SAIN 9182936861 2200 S UTICA PL 550 Tulsa OK 74114 PAULA R HAMEL FIRST VP, MIDFIRST 2026-05-15 true JOYCE HELLUMS P00235386 5124789881 2026-05-11 2024 2025-03-06 01:10:19Z PAULA R HAMEL 2200 S UTICA PL SUITE 550 TULSA OK 74114 57480283 false X N/A X 2000 OK TO PROVIDE COST EFFECTIVE METHODS FOR PROTECTING AGAINST LEGAL RISKS AND LIABILITY WHICH ARISE FROM HEALTH CARE SERVICES PROVIDED BY SFHS AND ITS EMPLOYEE PROFESSIONALS. 1 0 0 0 0 25500000 49000000 0 0 1180093 829648 0 0 26680093 49829648 0 0 0 0 7849 16302 0 0 0 10277385 31046261 10285234 31062563 16394859 18767085 45190987 67263079 0 0 45190987 67263079 SAINT FRANCIS HEALTH SYSTEM GENERAL PROFESSIONAL LIABILITY TRUST OPERATES TO PROVIDE A POOLED FUND FROM CONTRIBUTIONS OF SAINT FRANCIS HEALTH SYSTEM, INC. (SFHS) WHICH RESULTS IN A COST EFFECTIVE METHOD OF CONTROLLING, REDUCING AND PROTECTING RISKS OF LEGAL LIABILITY WHICH ARISE FROM PROVIDING CARE TO THE SICK AND INJURED. false false 31049582 0 0 SAINT FRANCIS HEALTH SYSTEM GENERAL PROFESSIONAL LIABILITY TRUST'S PURPOSE IS TO SATISFY GENERAL AND/OR PROFESSIONAL LIABILITY LOSSES AND RELATED EXPENSES INCURRED BY SAINT FRANCIS HOSPITAL, INC., SAINT FRANCIS HEALTH SYSTEM, INC. AND ITS RELATED ORGANIZATIONS EXEMPTED UNDER SEC 501(C)(3). 31049582 true true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true true false false false true 0 0 0 false false false false false false false false false false false false X 1 0 false true false false true true false true true false false false true true true true true true false false false false OK X Paula R Hamel 9182936861 2200 S Utica Pl Suite 550 Tulsa OK 74114 MIDFIRST BANK TRUSTEE 1.0 0.0 X 16302 0 0 16302 0 0 0 false false false BREWSTER & DEANGELIS PLLC 2617 EAST 21ST STREET TULSA OK 74114 LEGAL SERVICES 6950000 MAPLES NIX & DIESSELHORST PLLC 15401 N MAY AVE EDMOND OK 73013 LEGAL SERVICES 4875000 HALL ESTILL HARDWICK GABLE GOLDEN & NELSON 521 EAST 2ND STREET SUITE 1200 TULSA OK 74120 LEGAL SERVICES 1822317 BRADLEY & LOGGIN PLLC 1800 S BALTIMORE AVE SUITE 420 TULSA OK 74119 LEGAL SERVICES 1750000 KEN RAY UNDERWOOD 601 S BOULDER AVE SUITE 802 TULSA OK 74119 LEGAL SERVICES 1575000 16 49000000 49000000 0 0 0 0 0 1561230 1561230 0 0 6919052 7650635 -731583 0 -731582 -731582 0 0 0 0 0 49829648 0 0 829648 16302 6521 9781 0 1679590 1679590 3200 3200 0 0 0 0 INDEMNITY PAYMENTS 28160223 28160223 CLAIMS EXPENSES 1203248 1203248 0 0 0 0 31062563 31049582 12981 0 10693406 37933208 0 0 0 0 0 0 0 0 34497581 29329871 0 0 0 0 45190987 67263079 0 0 0 0 0 0 X 45190987 67263079 45190987 67263079 45190987 67263079 18767085 3305007 0 X false false false X X X 1 SAINT FRANCIS HOSPITAL INC 730700090 3 true 28160224 0 1 28160224 0 true false false false false false false false false false false false false false false true true true X true true Schedule A, Part IV, Section A, Line 1 organization's supported organizations listed in governing do SAINT FRANCIS HEALTH SYSTEM GENERAL PROFESSIONAL LIABILITY TRUST'S PURPOSE IS TO SATISFY LIABILITY CLAIMS OF SAINT FRANCIS HOSPITAL, INC., SAINT FRANCIS HEALTH SYSTEM, AND ITS RELATED ORGANIZATIONS. SINCE THE TRUST'S INCEPTION, THERE HAS BEEN A CLOSE WORKING RELATIONSHIP BETWEEN SAINT FRANCIS HOSPITAL, INC. SAINT FRANCIS HEALTH SYSTEM AND RELATED ORGANIZATIONS. THE ACCOUNTING RECORDS ARE MAINTAINED IN A DEDICATED TRUST ACCOUNTING SYSTEM. REPORTS ARE REGULARLY OBTAINED FROM THIS SYSTEM. THE TRUST ADMINISTRATORS FOLLOW THE RULES AND REGULATIONS GOVERNING THE CONTINUITY AND MAINTENANCE OF EXEMPT STATUS WHILE ALSO CARRYING OUT THE INDIVIDUAL TRUSTOR INTENT. DUTIES INCLUDE ANNUAL TRUST REVIEW, ISSUING REPORTS, IDENTIFYING CHARITABLE RECIPIENTS, AND MAKING THE DISTRIBUTIONS TO PAY THE LIABILITIES OF SAINT FRANCIS HOSPITAL, INC., SAINT FRANCIS HEALTH SYSTEM AND ITS RELATED ORGANIZATIONS. SUBSTANTIALLY ALL OF THE ACTIVITIES OF THE TRUST DIRECTLY FURTHER THE EXEMPT PURPOSES OF SAINT FRANCIS HOSPITAL, SAINT FRANCIS HEALTH SYSTEM, AND ITS RELATED ORGANIZATIONS. Schedule A, Part IV, Section D, Line 2 Officer/Director overlap of SFHS and SFH SAINT FRANCIS HEALTH SYSTEM GENERAL PROFESSIONAL LIABILITY TRUST'S PURPOSE IS TO SATISFY LIABILITY CLAIMS OF SAINT FRANCIS HOSPITAL, INC., SAINT FRANCIS HEALTH SYSTEM, AND ITS RELATED ORGANIZATIONS. SINCE THE TRUST'S INCEPTION, THERE HAS BEEN A CLOSE WORKING RELATIONSHIP BETWEEN SAINT FRANCIS HOSPITAL, INC. SAINT FRANCIS HEALTH SYSTEM AND RELATED ORGANIZATIONS. THE ACCOUNTING RECORDS ARE MAINTAINED IN A DEDICATED TRUST ACCOUNTING SYSTEM. REPORTS ARE REGULARLY OBTAINED FROM THIS SYSTEM. THE TRUST ADMINISTRATORS FOLLOW THE RULES AND REGULATIONS GOVERNING THE CONTINUITY AND MAINTENANCE OF EXEMPT STATUS WHILE ALSO CARRYING OUT THE INDIVIDUAL TRUSTOR INTENT. DUTIES INCLUDE ANNUAL TRUST REVIEW, ISSUING REPORTS, IDENTIFYING CHARITABLE RECIPIENTS, AND MAKING THE DISTRIBUTIONS TO PAY THE LIABILITIES OF SAINT FRANCIS HOSPITAL, INC., SAINT FRANCIS HEALTH SYSTEM AND ITS RELATED ORGANIZATIONS. SUBSTANTIALLY ALL OF THE ACTIVITIES OF THE TRUST DIRECTLY FURTHER THE EXEMPT PURPOSES OF SAINT FRANCIS HOSPITAL, SAINT FRANCIS HEALTH SYSTEM, AND ITS RELATED ORGANIZATIONS. Schedule A, Part IV, Section D, Line 3 Supp. Org. Have Significant Voice In Investment Policies SAINT FRANCIS HEALTH SYSTEM GENERAL PROFESSIONAL LIABILITY TRUST'S PURPOSE IS TO SATISFY LIABILITY CLAIMS OF SAINT FRANCIS HOSPITAL, INC., SAINT FRANCIS HEALTH SYSTEM, AND ITS RELATED ORGANIZATIONS. SINCE the TRUST'S INCEPTION, THERE HAS BEEN A CLOSE WORKING RELATIONSHIP BETWEEN SAINT FRANCIS HOSPITAL, INC., SAINT FRANCIS HEALTH SYSTEM AND RELATED ORGANIZATIONS. THE ACCOUNTING RECORDS ARE MAINTAINED IN A DEDICATED TRUST ACCOUNTING SYSTEM. REPORTS ARE REGULARLY OBTAINED FROM THIS SYSTEM. THE TRUST ADMINISTRATORS FOLLOW THE RULES AND REGULATIONS GOVERNING THE CONTINUITY AND MAINTENANCE OF EXEMPT STATUS WHILE ALSO CARRYING OUT THE INDIVIDUAL TRUSTOR INTENT. DUTIES INCLUDE ANNUAL TRUST REVIEW, ISSUING REPORTS, IDENTIFYING CHARITABLE RECIPIENTS, AND MAKING THE DISTRIBUTIONS TO PAY THE LIABILITIES OF SAINT FRANCIS HOSPITAL, INC., SAINT FRANCIS HEALTH SYSTEM AND ITS RELATED ORGANIZATIONS. SUBSTANTIALLY ALL OF THE ACTIVITIES OF THE TRUST DIRECTLY FURTHER THE EXEMPT PURPOSES OF SAINT FRANCIS HOSPITAL, INC., SAINT FRANCIS HEALTH SYSTEM, AND ITS RELATED ORGANIZATIONS Schedule A, Part IV, Section E, Line 2a Org. Activities Directly Further The Exempt Purposes SAINT FRANCIS HEALTH SYSTEM GENERAL PROFESSIONAL LIABILITY TRUST'S PURPOSE IS TO SATISFY LIABILITY CLAIMS OF SAINT FRANCIS HOSPITAL, INC., SAINT FRANCIS HEALTH SYSTEM, AND ITS RELATED ORGANIZATIONS. SINCE THE TRUST'S INCEPTION, THERE HAS BEEN A CLOSE WORKING RELATIONSHIP BETWEEN SAINT FRANCIS HOSPITAL, INC. SAINT FRANCIS HEALTH SYSTEM AND RELATED ORGANIZATIONS. THE ACCOUNTING RECORDS ARE MAINTAINED IN A DEDICATED TRUST ACCOUNTING SYSTEM. REPORTS ARE REGULARLY OBTAINED FROM THIS SYSTEM. THE TRUST ADMINISTRATORS FOLLOW THE RULES AND REGULATIONS GOVERNING THE CONTINUITY AND MAINTENANCE OF EXEMPT STATUS WHILE ALSO CARRYING OUT THE INDIVIDUAL TRUSTOR INTENT. DUTIES INCLUDE ANNUAL TRUST REVIEW, ISSUING REPORTS, IDENTIFYING CHARITABLE RECIPIENTS, AND MAKING THE DISTRIBUTIONS TO PAY THE LIABILITIES OF SAINT FRANCIS HOSPITAL, INC., SAINT FRANCIS HEALTH SYSTEM AND ITS RELATED ORGANIZATIONS. Substantially all of the activities of the trust directly further the exempt purposes of Saint Francis Hospital, Saint Francis Health System, and its RELATED organizations. Schedule A, Part IV, Section E, Line 2b Activities That One Or More Supp. Org. Engaged In SAINT FRANCIS HEALTH SYSTEM GENERAL PROFESSIONAL LIABILITY TRUST'S PURPOSE IS TO SATISFY LIABILITY CLAIMS OF SAINT FRANCIS HOSPITAL, INC., SAINT FRANCIS HEALTH SYSTEM, AND ITS RELATED ORGANIZATIONS. SAINT FRANCIS HOSPITAL, INC., SAINT FRANCIS HEALTH SYSTEM, AND RELATED ORGANIZATIONS WOULD HAVE ENGAGED IN THESE ACTIVITIES BUT FOR SAINT FRANCIS HEALTH SYSTEM GENERAL PROFESSIONAL LIABILITY TRUST'S INVOLVEMENT. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED Form 990, Part VI, Line 3 Delegation of management duties THE ORGANIZATION, BY ITS AMENDED AND RESTATED GENERAL/PROFESSIONAL LIABILITY LOSS FUND TRUST AGREEMENT, DELEGATES SOLE CUSTODY OF ALL PROPERTY COMPRISING THE ASSETS OF THE GENERAL/PROFESSIONAL LIABILITY LOSS FUND TO MIDFIRST BANK, THE TRUSTEE, AND AUTHORITY IN RESPECT TO ALL PROPERTY EMBRACED WITHIN THE FUND AS OUTLINED IN THE TRUST AGREEMENT. Form 990, Part VI, Line 6 Classes of members or stockholders SAINT FRANCIS HEALTH SYSTEM, INC. IS THE SOLE MEMBER OF SAINT FRANCIS HEALTH SYSTEM GENERAL PROFESSIONAL LIABILITY TRUST. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body SAINT FRANCIS HEALTH SYSTEM, INC., THE SOLE MEMBER OF SAINT FRANCIS HEALTH SYSTEM GENERAL PROFESSIONAL LIABILITY TRUST, APPOINTS THE GOVERNING BODY. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FINANCE COMMITTEE, A SUB-COMMITTEE OF THE BOARD OF DIRECTORS OF SAINT FRANCIS HEALTH SYSTEM, INC. HAS ACCESS TO THE PASSWORD PROTECTED FORM 990 ONLINE PRIOR TO FILING WITH THE IRS. MIDFIRST BANK, THE TRUSTEE, ALSO REVIEWS ALL UNDERLYING MONETARY AND FACTUAL INFORMATION PRIOR TO FILING WITH THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy A REQUEST FOR INFORMATION ON POTENTIAL CONFLICTS IS SOLICITED ANNUALLY FROM DIRECTORS, TRUSTEES AND ALL EMPLOYEES THAT ARE MANAGER LEVEL AND ABOVE TO MONITOR PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND DEALING WITH POTENTIAL OR ACTUAL CONFLICTS. THE DIRECTOR, TRUSTEES AND OFFICER/DIRECTOR WITH POTENTIAL CONFLICTS RECUSE THEMSELVES FROM EVENTS THAT WOULD RESULT IN A CONFLICT. CONFLICTS ARE REGULARLY DISCLOSED AND ADDRESSED. Form 990, Part VI, Line 19 Required documents available to the public THESE REQUESTS ARE DETERMINED ON A CASE-BY-CASE BASIS. Form 990, Part VII, Section A, Line 1a Officer & DIRECTOR HOURS THE HOURS PER WEEK REPORTED ON FORM 990, PART VII FOR THE TRUSTEE ARE THE HOURS SPENT ON THE FILING ENTITY ONLY. Form 990, Part IX, Line 24 CLAIMS EXPENSES THE SELF-INSURANCE BENEFIT TRUST PURPOSE IS TO SATISFY LIABILITY CLAIMS OF THE SAINT FRANCIS HOSPITAL, INC. AND RELATED ORGANIZATIONS. THE ACCOUNTING RECORDS ARE MAINTAINED IN A DEDICATED TRUST ACCOUNTING SYSTEM. REPORTS ARE REGULARLY OBTAINED FROM THIS SYSTEM. THE TRUST ADMINISTRATORS FOLLOW THE RULES AND REGULATIONS GOVERNING THE CONTINUITY AND MAINTENANCE OF EXEMPT STATUS WHILE ALSO CARRYING OUT THE INDIVIDUAL TRUSTOR INTENT. DUTIES INCLUDE ANNUAL TRUST REVIEW, ISSUING REPORTS, IDENTIFYING CHARITABLE RECIPIENTS, AND MAKING THE DISTRIBUTIONS TO PAY THE LIABILITIES OF THE SAINT FRANCIS HOSPITAL, INC. AND RELATED ORGANIZATIONS. SAINT FRANCIS HEALTH SYSTEM INC 6600 S YALE STE 400 TULSA OK 74136 731501972 HEALTH SVCS OK 501(c)(3) Type II NA false SAINT FRANCIS HOSPITAL INC 6600 S YALE STE 400 TULSA OK 74136 730700090 HEALTH SVCS OK 501(c)(3) 3 SFHS true SAINT FRANCIS HOSPITAL SOUTH LLC 6600 S YALE STE 400 TULSA OK 74136 010603214 HEALTH SVCS OK 501(c)(3) 3 SFHS true SAINT FRANCIS HOSPITAL VINITAINC 6600 S YALE STE 400 TULSA OK 74136 813747248 HEALTH SVCS OK 501(c)(3) 3 SFHS true LAUREATE PSYCHIATRIC CLINIC & HOSP INC 6600 S YALE STE 400 TULSA OK 74136 731308273 HEALTH SVCS OK 501(c)(3) 3 SFHS true THE CHILDREN'S HOSP FDN AT SAINT FRANCIS 6600 S YALE STE 400 TULSA OK 74136 202843418 HEALTH SVCS OK 501(c)(3) Type I SFHS true WARREN CLINIC INC 6600 S YALE STE 400 TULSA OK 74136 731310891 HEALTH SVCS OK 501(c)(3) 3 SFHS true SAINT FRANCIS HOSPITAL MUSKOGEE INC 6600 S YALE STE 400 TULSA OK 74136 814322087 HEALTH SVCS OK 501(c)(3) 3 SFHS true Xavier Venture Properties LLC 6161 S YALE AVE TULSA OK 74136 995088497 HOLDING CO OK 501(c)(2) SFH true SAINT FRANCIS CONNECT LLC 6161 S YALE AVE TULSA OK 74136 995100432 HEALTH SVCS OK 501(c)(3) Type I SFH true ALL SAINTS HOME MEDICAL LLC 6600 S YALE AVE STE 400 TULSA OK 741363319 731558644 DURABLE MEDICAL EQUIPMENT OK 501(c)(3) Type I SFH true IMAGING PARTNERS OF TULSA INC 8610 EXPLORER DR STE 300 COLORADO SPRINGS CO 80920 922540165 HEALTH SVCS CO NA N/A TULSA REHABILITATION HOSPITAL LLC 450 CENTURY PARKWAY STE 220 ALLEN TX 75013 863131904 HEALTH SVCS TX NA N/A SAINT FRANCIS PAYROLL SERVICES LLC 6600 S YALE AVE STE 400 TULSA OK 74136 450470422 COMMON PAY AGENT OK NA C Corporation true XAVIER INSURANCE COMPANY INC 76 ST PAUL ST STE 500 BURLINGTON VT 05401 030333599 CAPTIVE INSURANCE VT NA C Corporation true SAINT FRANCIS PHARMACY SERVICES INC 6600 S YALE AVE STE 400 TULSA OK 741363319 813127970 PHARMACY OK NA S Corporation false RELATED HEALTH SERVICES INC 6600 S YALE AVE STE 400 TULSA OK 741363319 731288715 HEALTH SVCS OK NA S Corporation false false false true false false false false false false false false false false false false false false false false Saint Francis Health System Inc C 49000000 TRANS REVIEW