Civic Intelligence

Saint Joseph Hospital Service League

990 • Fiscal year 2013 • EIN 36-3518450

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 01, 2014

601 North 30th Street68131

(402) 449-4998

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

61st percentile

0.01x

Higher debt load relative to assets than 61% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

67th percentile

0.02x

Higher debt load relative to revenue than 67% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

81st percentile

25%

Higher net margin than 81% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

73rd percentile

21%

Faster asset growth than 73% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$397,488

Up $69,055 (+21%) from 2012

Net Assets

Up

$393,993

Up $73,805 (+23%) from 2012

Liabilities

Down

$3,495

Down $4,750 (-58%) from 2012

Revenue

$220,984

No earlier filing loaded for comparison.

Expenses

Down

$165,565

Down $67,863 (-29%) from 2012

Net Income

$55,419

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2010: $343,106Liabilities 2010: $14,912Net Assets 2010: $328,1942010Assets 2011: $306,049Liabilities 2011: $20,356Net Assets 2011: $285,6932011Assets 2012: $328,433Liabilities 2012: $8,245Net Assets 2012: $320,1882012Assets 2013: $397,488Liabilities 2013: $3,495Net Assets 2013: $393,9932013Assets 2014: $455,835Liabilities 2014: $3,619Net Assets 2014: $452,2162014Assets 2015: $450,429Liabilities 2015: $3,244Net Assets 2015: $447,1852015Assets 2016: $152,291Liabilities 2016: $3,259Net Assets 2016: $149,0322016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2013

Assets$397,488
Liabilities$3,495
Net Assets$393,993

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200K-$400KExpenses 2010: $269,8582010Expenses 2011: $284,8792011Expenses 2012: $233,4282012Revenue 2013: $220,984Expenses 2013: $165,565Net Income 2013: $55,4192013Revenue 2014: $220,074Expenses 2014: $147,890Net Income 2014: $72,1842014Revenue 2015: $181,346Expenses 2015: $174,059Net Income 2015: $7,2872015Revenue 2016: $190,074Expenses 2016: $488,227Net Income 2016: -$298,1532016Revenue 2017: $97,244Expenses 2017: $246,276Net Income 2017: -$149,0322017

Highlighted filing

2013

Revenue$220,984
Expenses$165,565
Net Income$55,419
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 1, 2014
Return Version
2013v3.1
Gross Receipts
$220,984
Mission and Program Overview

Mission

To promote patient relations and improve the physical comfort and well-being of st. Joseph's patients, thereby contributing to the patients' health care and wellness.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$259,976$283,336▲ $23,360
Cash and Non-Interest-Bearing Accounts$25,991$62,128▲ $36,137
Inventories for Sale or Use$40,685$50,593▲ $9,908
Accounts Receivable$1,781$1,431▼ $350
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$328,433$397,488▲ $69,055
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$7,119$2,144▼ $4,975
Other Liabilities$1,126$1,351▲ $225
Total Liabilities$8,245$3,495▼ $4,750
Net Assets / Fund Balance
Unrestricted Net Assets$320,188$393,993▲ $73,805
Total Net Assets Fund Balance$320,188$393,993▲ $73,805
Total Liabilities and Net Assets / Fund Balance$328,433$397,488▲ $69,055

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements-$55,797$55,797
Equipment-$18,384$18,384
Compensation and Service Providers

Board Members and Trustees

NameTitle
Joan AllenPresident
Dede JohnsonVice President
Judy TylerSecretary
Lori HauckTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$203,376
Investment Income
$17,608
Other Revenue
$0
Change in Net Assets
$55,419
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$134,301
Grants and Similar Amounts Paid$31,264
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$31,264--$31,264
Fees for Services Accounting$5,061$895-$5,956
All Other Expenses$5,718--$5,718
Travel$4,703--$4,703
Other Expenses$3,033--$3,033
Total Functional Expenses$164,670$895$0$165,565
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Sales Tax Payable$1,351
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

No review was or will be conducted

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public

Filing and Contact Details

Filer

EIN
36-3518450

Signing Officer

Name
Lori Hauck
Title
Treasurer
Signed
2014-07-01
Discuss with paid preparer
Yes

Organization Details

Formed
1987
Legal Domicile
Ne
Voting Board Members
4
Independent Board Members
0
Employees
0

Preparer

Preparer
Marc A Lowe
Phone
4025021800
Supplemental Narrative

Additional Explanations

Client Note 1

Client Note 1 - FORM 990PAGE 2, PART III - STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTSA. FUNDS DISBURSAL PROGRAM: THE SERVICE LEAGUE ACCEPTS AND ENCOURAGES APPLICATIONS ANNUALLY FOR MONIES TO BE USED TO MINISTER TO THE NEEDS OF THE PATIENTS IN AN EFFORT TO ENHANCE THE CARE PROVIDED TO THE COMMUNITIES SERVED.B. GIFT SHOP: THE SERVICE LEAGUE OPERATES A GIFT SHOP IN ST. JOSEPH HOSPITAL, WHICH IS STAFFED PRIMARILY WITH VOLUNTEERS. THE GIFT SHOP HELPS THE SERVICE LEAGUE PROMOTE PATIENT RELATIONS AND IMPROVE THE PHYSICAL COMFORT AND MENTAL WELL BEING OF ITS PATIENTS THEREBY CONTRIBUTING TO THE PATIENT'S HEALTH CARE AND WELLNESS.C. SCHOLARSHIPS: MONIES PROVIDED TO QUALIFIED INDIVIDUALS FOR EDUCATION AND TRAINING IN THE HEALTH SCIENCES FIELD.

Client Note 2

Client Note 2 - FORM 990SCHEDULE IPAGE 2, PART III - STATEMENT ABOUT ACTIVITIESLINE 3 - SCHOLARSHIP CRITERIA1. SCHOLARSHIPS AWARDED FOR EDUCATION AND TRAINING IN THE HEALTH SCIENCES FIELD.2. STUDENTS MAY NOT TRANSFER TO ANOTHER AREA OF ENDEAVOR AND STILL BE ELIGIBLE FOR THE SCHOLARSHIP.3. APPLICANT MUST BE A ST. JOSEPH HOSPITAL EMPLOYEE.4. APPLICANT MUST BE A HIGH SCHOOL GRADUATE OR HAVE HIS OR HER GED.5. SCHOLARSHIP TO BE USED FOR SCHOOLS IN THE GENERAL METROPOLITAN OMAHA/COUNCIL BLUFFS AREA AND GREATER NEBRASKA SCHOOLS.6. SCHOLARSHIPS TO BE AWARDED YEARLY.7. APPLICANT MUST RECEIVE A LETTER GRADE OF C OR BETTER WHERE A LETTER GRADE IS GIVEN.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Client Note 1 - FORM 990PAGE 2, PART III - STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTSA. FUNDS DISBURSAL PROGRAM: THE SERVICE LEAGUE ACCEPTS AND ENCOURAGES APPLICATIONS ANNUALLY FOR MONIES TO BE USED TO MINISTER TO THE NEEDS OF THE PATIENTS IN AN EFFORT TO ENHANCE THE CARE PROVIDED TO THE COMMUNITIES SERVED.B. GIFT SHOP: THE SERVICE LEAGUE OPERATES A GIFT SHOP IN ST. JOSEPH HOSPITAL, WHICH IS STAFFED PRIMARILY WITH VOLUNTEERS. THE GIFT SHOP HELPS THE SERVICE LEAGUE PROMOTE PATIENT RELATIONS AND IMPROVE THE PHYSICAL COMFORT AND MENTAL WELL BEING OF ITS PATIENTS THEREBY CONTRIBUTING TO THE PATIENT'S HEALTH CARE AND WELLNESS.C. SCHOLARSHIPS: MONIES PROVIDED TO QUALIFIED INDIVIDUALS FOR EDUCATION AND TRAINING IN THE HEALTH SCIENCES FIELD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Client Note 2 - FORM 990SCHEDULE IPAGE 2, PART III - STATEMENT ABOUT ACTIVITIESLINE 3 - SCHOLARSHIP CRITERIA1. SCHOLARSHIPS AWARDED FOR EDUCATION AND TRAINING IN THE HEALTH SCIENCES FIELD.2. STUDENTS MAY NOT TRANSFER TO ANOTHER AREA OF ENDEAVOR AND STILL BE ELIGIBLE FOR THE SCHOLARSHIP.3. APPLICANT MUST BE A ST. JOSEPH HOSPITAL EMPLOYEE.4. APPLICANT MUST BE A HIGH SCHOOL GRADUATE OR HAVE HIS OR HER GED.5. SCHOLARSHIP TO BE USED FOR SCHOOLS IN THE GENERAL METROPOLITAN OMAHA/COUNCIL BLUFFS AREA AND GREATER NEBRASKA SCHOOLS.6. SCHOLARSHIPS TO BE AWARDED YEARLY.7. APPLICANT MUST RECEIVE A LETTER GRADE OF C OR BETTER WHERE A LETTER GRADE IS GIVEN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Client Note 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Client Note 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LORI HAUCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-01
ReturnHeader/Filer/BusinessName/BusinessNameLine10SAINT JOSEPH HOSPITAL SERVICE LEAGUE
ReturnHeader/Filer/BusinessNameControlTxt0SAIN
ReturnHeader/Filer/EIN0363518450
ReturnHeader/Filer/USAddress/AddressLine10601 NORTH 30TH STREET
ReturnHeader/Filer/USAddress/City0OMAHA
ReturnHeader/Filer/USAddress/State0NE
ReturnHeader/Filer/USAddress/ZIPCode068131
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Jones & Lowe PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1011422 Miracle Hills Drive Suite 403
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Omaha
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode068154
ReturnHeader/PreparerPersonGrp/PhoneNum04025021800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Marc A Lowe
ReturnHeader/ReturnTs02014-07-01T14:39:54-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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