Liabilities / Assets
12th percentile
Tied with the lowest-debt nonprofits in its peer group.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
Score unavailable
Net margin requires both revenue and expenses on this filing.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
7th percentile
Faster asset growth than 7% of similar nonprofits.
Revenue Growth
Score unavailable
No valid filing value is available for this score.
Balance Sheet
Assets
Down$996,194
Down $228,724 (-19%) from 2011
Net Assets
Down$996,194
Down $228,724 (-19%) from 2011
Liabilities
Flat$0
Flat from 2011
Revenue And Expenses
Revenue
-
No earlier filing loaded for comparison.
Expenses
Down$808,363
Down $25,001 (-3.0%) from 2011
Net Income
-
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2011 to Jun 30, 2012
- Signed
- May 15, 2013
- Return Version
- 2011v1.5
- Gross Receipts
- $2,991,646
Mission and Program Overview
Mission
Our mission and that of our affiliates is to improve the health and wellbeing of the community and its individual members in the greater cedar valley region, defined as the geographic area within 30 miles from the center of waterloo, iowa.
Filing and Contact Details
Filer
- EIN
- 42-1232935
Raw XML AppendixShowing 400 of 532 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
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| IRS990/ActivityOrMissionDescription | 0 | SCHOITZ HEALTH RESOURCES, INC. IS DEVOTED TO IMPROVING AND PROTECTING THE HEALTH AND WELFARE OF ALL PERSONS AND PROVIDING ACCESS TO COMMUNITY RESOURCES AIMED AT PROMOTING LIFE AND HEALTH. |
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| IRS990/Description | 0 | WHEATON FRANCISCAN HEALTHCARE IN IOWA Covenant Medical Center in Waterloo, Iowa was founded in 1986 when Wheaton Franciscan Services, Inc. consolidated St. Francis Hospital (founded in 1912) and Schoitz Medical Center (founded in 1904). Covenant Medical Center was located in two operating locations until 1991 when all acute care services were combined at one site. The other site was transformed into an assisted living center and adult services center. In 1993, Franciscan Ministries, Inc. and Covenant Medical Center transformed the former Schoitz Hospital building into Ridgeway Place, which provides housing for independent elderly residents. In 1995, Wheaton Franciscan Services, Inc.'s Iowa region (WFSI-Iowa) was renamed Covenant Health Systems, Inc. This included members Covenant Medical Center in Waterloo, Covenant Foundation in Waterloo, Mercy Hospital in Oelwein, Northeast Iowa Real Estate, and Schoitz Health Resources. Sartori Memorial Hospital became a part of Covenant Health System, Inc. in 1996 when Covenant Health System entered into a long-term lease agreement with the City of Cedar Falls. In 2003, Covenant Health System in Waterloo, Iowa announced plans for construction of a $33 million, 130,000-square-foot building expansion and renovation on the Covenant Medical Center campus in Waterloo. With this project, Covenant became the first in the area to offer a central location for comprehensive women's health services. Upon completion in 2005, the expansion included a new women's diagnostic center; labor, delivery, and postpartum (LDRP) rooms. The project also included an expanded pediatrics unit, a neonatal intensive care unit, and a reconstruction of the ambulatory, surgery, and outpatient clinic areas. In 2006, Covenant Health System was renamed Wheaton Franciscan Healthcare- Iowa, to reflect its continued commitment to an integrated health care delivery system for residents of Northeast Iowa. Members now include: Covenant Medical Center in Waterloo, Covenant Foundation in Waterloo, Mercy Hospital in Oelwein, Sartori Memorial Hospital and Sartori Health Care Foundation in Cedar Falls, Covenant Clinic, Arrowhead Medical Center, Covenant Cancer Treatment Center, Northeast Iowa Real Estate, and Schoitz Health Resources. Since the opening of the Covenant Medical Center Cath Lab in September 2006, Wheaton Franciscan Healthcare-Iowa has strengthened heart-related services. In FY09 an Electrophysiology Lab was opened and the area's only 64 slice CT scanner installed. Wheaton Franciscan Healthcare-Iowa also invested in digital mammography. This past year, Wheaton Franciscan Healthcare-Iowa continued to deliver on the promise to expand access to primary care and specialty providers in the Cedar Valley. In all, 16 new providers joined Covenant Clinic - including family practitioners, hospitalists, a pediatrician, psychologist and cardiologist. WHEATON FRANCISCAN HEALTHCARE IN IOWA LIST OF ENTITIES Hospitals Covenant Medical Center, Inc. Mercy Hospital of Franciscan Sisters, Inc. Sartori Memorial Hospital, Inc. Covenant Clinics More than 145 primary and specialty care physicians, physician assistants, nurse practitioners and health care professionals at 23 locations across Northeast Iowa. Regional Service Lines Covenant Cardiology Covenant Cancer Treatment Center Iowa Spine and Brain Institute Occupational Medicine and Wellness Orthopedic Services Midwest Institute of Advanced Laparoscopic Surgery Maternal Child Health Rehabilitation Services Emergency Services Home Health Partners Philanthropic Foundations Covenant Foundation, Inc. Sartori Health Care Foundation, Inc. Retail Pharmacy/Durable Medical Equipment Covenant Regional Services, Inc. Other N.E. Iowa Real Estate Investments, Ltd. WHEATON FRANCISCAN HEALTHCARE COMMUNITY IMPACT IN IOWA / 2012 Charity Care: $4,673,883. Charity Care is defined as free or discounted health services provided to those who cannot afford to pay and who meet all criteria for financial assistance. |
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| IRS990/MissionDescription | 0 | AS A MEMBER OF WHEATON FRANCISCAN HEALTHCARE, OUR AFFILIATES STRIVE TO LIVE OUT THE HEALING MINISTRY OF THE JUDEO-CHRISTIAN TRADITION WHILE PROVIDING EXCEPTIONAL AND COMPASSIONATE HEALTHCARE SERVICES THAT PROMOTE THE DIGNITY AND WELL BEING OF THE PATIENTS AND COMMUNITIES WE SERVE. OUR VISION IS TO BE RECOGNIZED FOR SUPERIOR HEALTHCARE SERVICE, CLINICAL EXCELLENCE, AS THE HEALTHCARE EMPLOYER OF CHOICE, AND THE PREFERRED PARTNER OF PHYSICIANS. |
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| IRS990ScheduleC/Form990ScheduleCPartIV/Explanation | 0 | Schoitz Health Resources, Inc. and its subsidiary Schoitz Medical Center, Inc. are related to certain Wheaton Franciscan Healthcare organizations through 50% or greater common board memberships. Certain entities within this group of related organizations engage in limited lobbying activities that benefit each organization collectively. Wheaton Franciscan Healthcare employs one full time Vice President of Strategic Planning and Government Relations whose duties include a portion of lobbying activities. These lobbying activities approximate 20% of total annual salary. A benefits factor of 25% is added, and the total is allocated amongst the organizations receiving the benefit of these services. The lobbying activities include such things as preservation of Medicare and Medicaid funding; monitoring federal legislation that may impact the organization; participating in and coordinating visits with elected officials; coordinating advocacy activities in conjunction with relevant trade associations; and providing awareness on specific state related legislative issues when the need arises (e.g.: state hospital assessment legislation in Wisconsin). The portion of direct expenses related to annual employee business travel to Washington DC or other locations, in order to lobby for issues important to healthcare providers and patients, have been included if applicable. Finally, any trade association dues containing a percentage portion allocable to lobbying activities, has been added or estimated, as appropriate. Lobbying expenses incurred by each organization directly, are reflected on their respective IRS Form 990, and can be identified as follows: Wheaton Franciscan Healthcare - Iowa, Inc. #42-1177001 $4,243 Covenant Medical Center, Inc. #42-1264647 $24,944 Mercy Hospital, Inc. #42-1178403 $2,008 TOTAL LOBBYING EXPENSES: $31,195 |
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| IRS990ScheduleC/TotalLobbyingExpendituresIIB | 0 | 0 |
| IRS990ScheduleC/Volunteers | 0 | false |
| IRS990ScheduleI/Form990ScheduleIPartIV/Explanation | 0 | The organization maintains files and records to manage the decision-making and award process for organizations that it provides community sponsorship dollars to. The organization sponsors other organizations that have missions that align with the mission, vision and values of Wheaton Franciscan Healthcare. The organization also looks for certain other criteria when deciding which organizations will receive contributions, including but not limited to supporting healthcare related activities within Iowa, supporting programming that works to further diversity and cultural competency, and aligning with other WFH business relationships or service lines. |
| IRS990ScheduleI/Form990ScheduleIPartIV/Identifier | 0 | Schedule I Disclosures |
| IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference | 0 | Schedule I Part 1 Line 2 |
| IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1 | 0 | 3421 West 9th St |
| IRS990ScheduleI/RecipientTable/AddressUS/City | 0 | Waterloo |
| IRS990ScheduleI/RecipientTable/AddressUS/State | 0 | IA |
| IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode | 0 | 507025499 |
| IRS990ScheduleI/RecipientTable/AmountOfCashGrant | 0 | 804000 |
| IRS990ScheduleI/RecipientTable/EINOfRecipient | 0 | 421295784 |
| IRS990ScheduleI/RecipientTable/IRCSection | 0 | 501(c)(3) |
| IRS990ScheduleI/RecipientTable/MethodOfValuation | 0 | Book |
| IRS990ScheduleI/RecipientTable/PurposeOfGrant | 0 | Provide support services performed by the related organization. |
| IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine1 | 0 | Covenant Foundation Inc |
| IRS990ScheduleI/RecordsMaintained | 0 | true |
| IRS990ScheduleI/TotalNbrOf501C3AndGovtGrants | 0 | 1 |
| IRS990ScheduleI/TotalNbrOfOtherOrganizations | 0 | 0 |
| IRS990ScheduleJ/AnyNonFixedPayments | 0 | false |
| IRS990ScheduleJ/CompBasedNetEarningsFilingOrg | 0 | false |
| IRS990ScheduleJ/CompBasedNetEarningsRelateOrgs | 0 | false |
| IRS990ScheduleJ/CompBasedOnRevenueOfFilingOrg | 0 | false |
| IRS990ScheduleJ/CompBasedOnRevenueRelatedOrgs | 0 | false |
| IRS990ScheduleJ/EquityBasedCompArrangement | 0 | false |
| IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg | 1 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation | 0 | Schedule J Part II Jack Dusenbery and Michele Panicucci, officers of the organization, are employed by Wheaton Franciscan Services, Inc., an unrelated organization. It is estimated that 1% of their compensation from this unrelated organization is attributable to services provided to Schoitz Health Resources, Inc., and is estimated as follows: Jack Dusenbery Michele Panicucci Base compensation: 3,816 2,476 Bonus & incentive: 2,066 1,294 Other reportable: 107 654 Retirement and other deferred: 466 491 Nontaxable benefits: 275 231 Total: 6,730 5,146 Deferred comp on prior 990: 0 540 |
| IRS990ScheduleJ/Form990ScheduleJPartIII/Identifier | 0 | Schedule J Disclosure |
| IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference | 0 | Various - See the following references |
| IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson | 0 | Jack Dusenbery |
| IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson | 1 | Michele Panicucci |
| IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg | 1 | 0 |
| IRS990ScheduleJ/InitialContractException | 0 | false |
| IRS990/ScheduleJRequired | 0 | true |
| IRS990ScheduleJ/SeverancePayment | 0 | false |
| IRS990ScheduleJ/SupplementalNonqualRetirePlan | 0 | false |
| IRS990ScheduleO/GeneralExplanation/Explanation | 0 | IRS Form 990 Part VI Section B Line 10 Schoitz Health Resources, Inc. is related to other organizations through common board membership. Those related organizations are part of a controlled group of health care and housing providers, controlled under a common parent organization Wheaton Franciscan Services, Inc. Some of these organizations are exempt through the Catholic Group Ruling and other organizations have a stand-alone exemption (IRS determination) letter. As such, these related affiliates have certain policies and procedures that were adopted at the parent level, but are applicable to the entire controlled group of organizations. All policy and procedure matters are handled in a manner to ensure that all activities are consistent with the organization's overall exempt purposes. Please see Schedule R for a full listing of all related affiliate organizations. IRS Form 990 Part VI Section B Line 11 Schoitz Health Resources, Inc. and affiliates use a multiple-level review process on all Federal and State information and tax returns to ensure accurate and timely filing for all organizations. Under the direction of the Tax Manager, the Accounting Department prepares Forms 990, 990-T, and associated state filings. When complete, the return is first reviewed by the Controller, who focuses on the income statement and balance sheet items, and all schedules where transactions of this type might be reported. If discrepancies are found, the item will be corrected prior to the next step in the review process. Once cleared through Accounting, the return is provided to the Tax Department, where the Tax Manager and Vice President of Treasury and Risk Management focus their review on consistency of reporting between all returns, accuracy of tax related information, and explanation and understanding of any outliers. Again, any problems or questions are investigated and corrected. Depending on the level of complexity of the year in question, as well as the individual issues specific to that filing, certain returns may be selected for outside review by a public accounting firm. This decision will vary from year to year based on many factors, and sometimes outside review is not utilized at all. Also, certain schedules, such as Schedule K, Schedule H, and Schedule J, may be selected for review by outside bond counsel, a community benefit associate, and/or the compensation committee respectfully and as needed. This decision will vary from year to year, again based on many factors. The Accounting Department, upon completion of all levels of review, will schedule an appointment with the Senior Vice President and CFO, who will perform a review prior to signing the return. Once signed, the return is cleared to provide to members of the Board of Directors via an online portal. The board will then have an opportunity to provide input or ask questions prior to the return being filed with the IRS. IRS Form 990 Part VI Section B Line 12 As part of an annual process, conflict of interest questions are sent out to all Officers, Directors, and other individuals in key positions using software designed to capture this information. The responses are analyzed in order to determine information on potential conflicts, as well as information on business and family relationships for purposes of answering certain questions on IRS Form 990. Responses to these questions are reviewed by the Vice President of Compliance and the Manager of Tax Compliance, and follow up action, if any, are documented within the software. After an approximate 3 and again at 6 weeks, names of all non responders are compiled, and these individuals receive either an email or letter reminding them to complete the information. Responses to questions continue to be reviewed and documented throughout this time period. Approximately 1 month prior to the filing deadline of IRS Form 990, responses to date are compiled. Any response requiring disclosure is entered into the information return. The |
| IRS990ScheduleO/GeneralExplanation/Identifier | 0 | Schedule O Disclosures |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 0 | Various - See the following references |
| IRS990/ScheduleORequired | 0 | true |
| IRS990ScheduleR/ExchangeOfAssets | 0 | false |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1 | 0 | 3421 WEST NINTH STREET |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1 | 1 | 3421 WEST NINTH STREET |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1 | 2 | 3421 WEST NINTH STREET |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1 | 3 | 3421 WEST NINTH STREET |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1 | 4 | 3421 WEST NINTH STREET |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City | 0 | WATERLOO |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City | 1 | WATERLOO |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City | 2 | WATERLOO |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City | 3 | WATERLOO |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City | 4 | WATERLOO |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State | 0 | IA |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State | 1 | IA |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State | 2 | IA |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State | 3 | IA |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State | 4 | IA |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode | 0 | 50702 |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode | 1 | 50702 |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode | 2 | 50702 |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode | 3 | 50702 |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode | 4 | 50702 |
| IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg | 0 | false |
| IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg | 1 | false |
| IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg | 2 | false |
| IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg | 3 | true |
| IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg | 4 | false |
| IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine1 | 0 | WFSI |
| IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine1 | 1 | WFH-IOWA INC |
| IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine1 | 2 | WFH-IOWA INC |
| IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine1 | 3 | SCHOITZ HR |
| IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine1 | 4 | WFH-IOWA |
| IRS990ScheduleR/Form990ScheduleRPartII/EIN | 0 | 421177001 |
| IRS990ScheduleR/Form990ScheduleRPartII/EIN | 1 | 421264647 |
| IRS990ScheduleR/Form990ScheduleRPartII/EIN | 2 | 421207432 |
| IRS990ScheduleR/Form990ScheduleRPartII/EIN | 3 | 420718472 |
| IRS990ScheduleR/Form990ScheduleRPartII/EIN | 4 | 421178403 |
| IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState | 0 | IA |
| IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState | 1 | IA |
| IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState | 2 | IA |
| IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState | 3 | IA |
| IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState | 4 | IA |
| IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine1 | 0 | WFH - IOWA INC |
| IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine1 | 1 | COVENANT MEDICAL CENTER INC |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
- Assets
- $996,194
- Liabilities
- $0
- Net assets
- $996,194
- Revenue
- -
- Expenses
- $808,363
- Net income
- -