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Nonprofiteer
← ALLEGANY FRANCISCAN MINISTRIES INC

Form 990 for tax year 2023

Filed by ALLEGANY FRANCISCAN MINISTRIES INC.

Totals

Total revenue
$4,822,801
Total expenses
$11,563,453
Contributions and grants received
$0
Grants paid
$9,581,488
Program service revenue
$0
Investment income
$4,822,801
Other revenue
$0
Total assets, end of year
$114,828,849
Total liabilities, end of year
$2,544,678
Net assets or fund balances, end of year
$112,284,171
Program services expenses (Part IX)
$10,459,835
Management and general expenses
$1,103,618
Fundraising expenses
$0
Program service expenses (Part III)
$10,459,835

Program services were 90.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $2,449,249 · excluded $2,449,249

  • 7a · Gross sales of assets other than inventory

    securities $2,384,917

  • 7b · Less cost or other basis and sales expenses

    securities $0 · other assets $11,365

  • 7c · Gain or loss

    securities $2,384,917 · other assets -$11,365

  • 7d · Net gain or loss

    total $2,373,552 · excluded $2,373,552

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $9,581,488 · program services $9,581,488

  • 5 · Compensation of officers, directors and key employees

    total $261,058 · program services $130,529 · management and general $130,529

  • 7 · Other salaries and wages

    total $612,579 · program services $612,579

  • 9 · Other employee benefits

    total $118,546 · program services $118,546

  • 11b · Fees: legal

    total $3,717 · management and general $3,717

  • 11c · Fees: accounting

    total $42,463 · management and general $42,463

  • 11f · Fees: investment management

    total $324,107 · management and general $324,107

  • 11g · Fees: other

    total $242,355 · management and general $242,355

  • 12 · Advertising and promotion

    total $161 · management and general $161

  • 13 · Office expenses

    total $14,049 · management and general $14,049

  • 14 · Information technology

    total $73,573 · management and general $73,573

  • 16 · Occupancy

    total $57,167 · management and general $57,167

  • 17 · Travel

    total $143,269 · management and general $143,269

  • 19 · Conferences, conventions and meetings

    total $26,000 · management and general $26,000

  • 22 · Depreciation, depletion and amortization

    total $7,596 · program services $7,596

  • 23 · Insurance

    total $9,097 · program services $9,097

  • 24a · Other expenses: SUBSCRIPTIONS & DUES

    total $38,678 · management and general $38,678

  • 24b · Other expenses: FOOD SUPPLIES

    total $7,472 · management and general $7,472

  • 24e · All other expenses

    total $78 · management and general $78

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $10 · end of year $10

  • 9 · Prepaid expenses and deferred charges

    beginning of year $13,604 · end of year $8,986

  • 10a · Land, buildings and equipment: cost or other basis

    $76,857

  • 10b · Land, buildings and equipment: accumulated depreciation

    $56,399

  • 10c · Land, buildings and equipment, net

    beginning of year $33,525 · end of year $20,458

  • 11 · Investments: publicly traded securities

    beginning of year $63,831,603 · end of year $80,355,436

  • 12 · Investments: other securities

    beginning of year $49,546,022 · end of year $34,438,044

  • 15 · Other assets

    beginning of year $19,315 · end of year $5,915

  • 18 · Grants payable

    beginning of year $2,524,737 · end of year $2,451,029

  • 25 · Other liabilities

    beginning of year $87,021 · end of year $93,649

  • 27 · Net assets without donor restrictions

    beginning of year $110,832,321 · end of year $112,284,171

Mission and programs · 2023

Mission

WE, ALLEGANY FRANCISCAN MINISTRIES AND TRINITY HEALTH, SERVE TOGETHER IN THE SPIRIT OF THE GOSPEL AS A COMPASSIONATE AND TRANSFORMING HEALING PRESENCE WITHIN OUR COMMUNITIES.ALLEGANY FRANCISCAN MINISTRIES IS A MEMBER OF TRINITY HEALTH.

Activities or mission (Part I)

TO ADVANCE, PROMOTE, AND SUPPORT THE HEALTH CARE MINISTRIES AND CATHOLIC HEALTH CARE MISSION OF THE FRANCISCAN SISTERS OF ALLEGANY

  • ALLEGANY FRANCISCAN MINISTRIES IS A NON-PROFIT CATHOLIC ORGANIZATION ROOTED IN THE TRADITION AND VISION OF THE FRANCISCAN SISTERS OF ALLEGANY. WE PROVIDE GRANTS AND WORK WITH COMMUNITY PARTNERS IN THREE REGIONS OF FLORIDA FORMERLY SERVED BY THE SISTERS' HOSPITALS: MIAMI-DADE COUNTY, PALM BEACH, MARTIN AND ST.LUCIE COUNTIES, AND THE TAMPA BAY AREA OF HILLSBOROUGH AND PINELLAS COUNTIES. SINCE AWARDING ITS FIRST GRANT IN 1998, ALLEGANY FRANCISCAN MINISTRIES HAS INVESTED OVER $124 MILLION AND OVER 5300 GRANTS SERVING THOSE MOST IN NEED IN THESE COMMUNITIES. ALLEGANY FRANCISCAN MINISTRIES INVESTS DIRECTLY IN COMMUNITIES AND WORKS COLLABORATIVELY WITH COMMUNITY PARTNERS TO CREATE HEALTHIER, SAFER, AND MORE PROSPEROUS PLACES IN WHICH OUR MOST VULNERABLE RESIDENTS CAN LIVE, LEARN, WORK AND PLAY.PLEASE SEE SCHEDULE I AND VISIT OUR WEBSITE FOR ADDITIONAL INFORMATION AND TO LEARN ABOUT MAJOR GRANTS AWARDED IN 2023-2024 BY REGION: HTTP://WWW.AFMFL.ORG

    Expenses $10,459,835 · Grants $9,581,488

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Eileen Coogan

    DIRECTOR; TREASURER; PRESIDENT & CEO

    Total calculated
    $261,058
    From this org
    $0
    From related orgs
    $220,268
    Other
    $40,790
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $215,645 related
    Bonus
    $0
    Other
    $0 + $4,623 related
    Deferred
    $0 + $13,392 related
    Nontaxable benefits
    $0 + $27,398 related
    Filer's total
    $0 + $261,058 related

  • Katrina Wright

    DIRECTOR; CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Deborah Coakley

    DIRECTOR; VICE CHAIR AS OF 1/24

    Total calculated
    $0
    Hours/week
    1

  • Russell Correa

    DIRECTOR & VICE CHAIR THROUGH 12/23

    Total calculated
    $0
    Hours/week
    1

  • Cindy Matthews Osf

    DIRECTOR; SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Vivianne Bohorques

    DIRECTOR THROUGH 12/23

    Total calculated
    $0
    Hours/week
    1

  • Marcus Brooks

    DIRECTOR AS OF 1/24

    Total calculated
    $0
    Hours/week
    1

  • Nancy Chiarello Osf

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mary Ann Cruz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dawn Geisert

    DIR; TRINITY CHF COMPLIANCE OFFICER

    Total calculated
    $729,140
    From this org
    $0
    From related orgs
    $690,386
    Other
    $38,754
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $465,012 related
    Bonus
    $0 + $209,700 related
    Other
    $0 + $15,674 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $23,904 related
    Filer's total
    $0 + $729,140 related

  • Odette Haddad

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Arlease Hall

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gary Hartfield

    DIRECTOR AS OF 1/24

    Total calculated
    $0
    Hours/week
    1

  • Emery Ivery

    DIRECTOR THROUGH 12/23

    Total calculated
    $0
    Hours/week
    1

  • Margaret Magee

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Santos Morales

    DIRECTOR AS OF 1/24

    Total calculated
    $0
    Hours/week
    1

  • Burnadette Norris-Weeks

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • James Russell Spoor

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Faith Pullen

    VICE PRESIDENT OF OPERATIONS

    Total calculated
    $118,830
    From this org
    $0
    From related orgs
    $114,204
    Other
    $4,626
    Hours/week
    45

  • Daniel Gibson

    REGIONAL VICE PRESIDENT

    Total calculated
    $129,136
    From this org
    $0
    From related orgs
    $118,317
    Other
    $10,819
    Hours/week
    45

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
ALLEGANY FRANCISCAN MINISTRIES IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. ALLEGANY FRANCISCAN MINISTRIES' CEO IS PAID DIRECTLY BY THE SYSTEM'S PARENT ENTITY, TRINITY HEALTH CORPORATION. TRINITY HEALTH CORPORATION USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF ALLEGANY FRANCISCAN MINISTRIES' CEO: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY, AND - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINE 4B
THE FOLLOWING IS A PARTICIPANT IN A TRINITY HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2023. THE PLAN PROVIDES RETIREMENT BENEFITS TO CERTAIN TRINITY HEALTH EXECUTIVES SUBJECT TO MEETING SPECIFIED VESTING AND EMPLOYMENT DATE REQUIREMENTS. PARTICIPANTS' VESTED BENEFITS WERE PAID OUT IN 2023, AND THEIR NON-VESTED BENEFITS FOR 2023 WERE ACCRUED. THE FOLLOWING PAYOUT FOR 2023 FOR THE PLAN IS INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: DAWN GEISERT - $0 THE FOLLOWING ACCRUAL FOR 2023 IS INCLUDED IN COLUMN C OF SCHEDULE J, PART II: DAWN GEISERT - $124,197

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • ADVENT REHABILITATION LLC

    REHABILITATION THERAPY SERVICES · MI · general or managing partner

  • BH VENTURE ONE LP

    REAL ESTATE · PA · general or managing partner

  • BIG RUN MEDICAL OFFICE BUILDING LIMITED PARTNERSHIP

    MEDICAL OFFICE BUILDING RENTAL · OH · general or managing partner

  • CENTER FOR DIGESTIVE CARE LLC

    PROVIDE GASTROINTESTINAL SERVICES · MI

  • CENTRAL NEW JERSEY HEART SERVICES LLC

    CARDIAC PROGRAM · NJ

  • CLINTON IMAGING SERVICES LLC

    MRI DIAGNOSTIC SERVICES · IA

  • CONVENIENT CARE LLC

    URGENT CARE CENTER · LA · general or managing partner

  • DIAGNOSTIC IMAGING OF SOUTHBURY LLC

    IMAGING CENTER · CT · general or managing partner

  • EVERETT ROAD ASC LLC

    MEDICAL SERVICES · NY · general or managing partner

  • FOREST PARK IMAGING LLC

    X-RAY AND MAMMOGRAPHY SERVICES · IA · general or managing partner

  • FRANCES WARDE MEDICAL LABORATORY

    LABORATORY · MI · general or managing partner

  • GATEWAY HEALTH PLAN LP

    MEDICAID & MEDICARE/ SPECIAL NEEDS MANAGED CARE ORGANIZATION · PA · general or managing partner

  • HAWARDEN REGIONAL HEALTH CLINICS LLC

    MEDICAL CLINIC · IA · general or managing partner

  • INTERMOUNTAIN MEDICAL IMAGING LLC

    IMAGING CENTER · ID · general or managing partner

  • LAKE CHARLES URGENT CARE LLC

    URGENT CARE CENTER · LA · general or managing partner

  • LCMC URGENT CARE LLC

    URGENT CARE CENTER · DE · general or managing partner

  • LOURDES AFTER HOURS LLC

    URGENT CARE CENTER · LA · general or managing partner

  • LOYOLA AMBULATORY SURGERY CENTER AT OAKBROOK LP

    SURGICAL SERVICES · IL · general or managing partner

  • MAGNETIC RESONANCE SERVICES PARTNERSHIP

    MRI SERVICES · IA · general or managing partner

  • MASON CITY AMBULATORY SURGERY CENTER LLC

    SURGERY-SAME DAY · IA · general or managing partner

  • MCE MOB IV LIMITED PARTNERSHIP

    MEDICAL OFFICE BUILDING RENTAL · OH · general or managing partner

  • MEDILUCENT MOB I

    MEDICAL OFFICE BUILDING RENTAL · OH · general or managing partner

  • MERCYONE - HANSEN FAMILY HOSPITAL HOME MEDICAL SHOP LLC

    MEDICAL EQUIPMENT SALES · IA · general or managing partner

  • MEDWORKS LLC

    REHABILITATION SERVICES · CT

  • MERCY HEART CTR OP SERVICES LLC

    CARDIOVASCULAR SERVICES · IA

  • MERCYMANOR PARTNERSHIP

    NURSING HOME · PA · general or managing partner

  • MERCYUSP HEALTH VENTURES LLC

    OUTPATIENT SURGERY · IA

  • MOUNT CARMEL EAST POB III LIMITED PARTNERSHIP

    MEDICAL OFFICE BUILDING RENTAL · OH · general or managing partner

  • NAUGATUCK VALLEY MRI LLC

    IMAGING CENTER · CT

  • NAZARETH MEDICAL OFFICE BUILDING ASSOCIATES LP

    MEDICAL OFFICE BUILDING · PA · general or managing partner

  • OSWEGO HEALTH HOME CARE LLC

    HOME HEALTH CARE · NY · general or managing partner

  • PHYSICIANS OUTPATIENT SURGERY CENTER LLC

    AMBULATORY SURGERY CENTER · FL · general or managing partner

  • PREMIER HEALTH HOLDINGS LLC

    URGENT CARE CENTERS · DE · general or managing partner

  • PRIMARY CARE PHYSICIAN CENTER LLC

    OFFICE BUILDING RENTAL · IL · general or managing partner

  • RADISSON SJH PROPERTIES LLC

    MEDICAL OFFICE BUILDING · NY · general or managing partner

  • RAPIDES AFTER HOURS CLINIC LLC

    URGENT CARE CENTER · LA · general or managing partner

  • SAINT AGNESDIGNITYUSP SURGERY CENTERS LLC

    OUTPATIENT SURGERY · CA

  • SAINT AGNESUSP SURGERY CENTERS LLC

    MEDICAL SERVICES · CA

  • SIXTY FOURTH STREET LLC

    PROVIDE OUTPATIENT SURGICAL CARE · MI

  • SJLS LLC

    DIALYSIS SERVICES · NY

  • SMMC MOB II LP

    INVESTMENT AND OPERATION OF A MEDICAL BUILDING · PA

  • ST AGNES LONG-TERM INTENSIVE CARE LLP

    LONG TERM INTENSIVE CARE · PA · general or managing partner

  • ST ALPHONSUS CALDWELL CANCER CTR LLC

    HEALTH CARE SERVICES · ID · general or managing partner

  • ST ANN'S MEDICAL OFFICE BLDG II LIMITED PARTNERSHIP

    MEDICAL OFFICE BUILDING RENTAL · OH · general or managing partner

  • ST JOSEPH'S IMAGING ASSOCIATES PLLC

    RADIOLOGY SERVICES · NY · general or managing partner

  • ST MARY REHABILITATION HOSPITAL LLP

    HEALTH CARE SERVICES · DE

  • ST PETER'S AMBULATORY SURGERY CENTER LLC

    OUTPATIENT SURGERY · NY · general or managing partner

  • THE AMBULATORY SURGERY CENTER AT ST MARY LLC

    OUTPATIENT SURGERY · PA · general or managing partner

  • THPH URGENT CARE LLC

    URGENT CARE CENTERS · DE

  • WOODLAND IMAGING CENTER LLC

    RADIOLOGY/ IMAGING · MI

  • WOODLAND PARTNERS REAL ESTATE LLC

    REAL ESTATE · CT

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CATHERINE HORAN BUILDING CORPORATION

    C · BUILDING MANAGEMENT · MA · controlled entity

  • CENTRAL VALLEY HEALTH PLAN INC

    C · HEALTH INSURANCE · CA · controlled entity

  • FHS SERVICES INC

    C · MEDICAL SERVICES · NY · controlled entity

  • FRANCISCAN ASSOCIATES INC

    C · MEDICAL SERVICES · NY · controlled entity

  • FRANCISCAN HEALTH SUPPORT INC

    C · MEDICAL SERVICES · NY · controlled entity

  • FRANCISCAN MANAGEMENT SERVICES INC

    C · MANAGEMENT SERVICES · NY · controlled entity

  • FRANKLIN MEDICAL GROUP PC

    C · PHYSICIAN OFFICE · CT · controlled entity

  • HACKLEY HEALTH VENTURES INC

    C · OTHER MEDICAL SERVICES · MI · controlled entity

  • HACKLEY PROFESSIONAL PHARMACY INC

    C · PHARMACY · MI · controlled entity

  • HEALTH CARE MANAGEMENT ADMINISTRATORS INC

    C · HEALTH CARE MANAGEMENT · NY · controlled entity

  • HURON ARBOR CORPORATION

    C · PROVIDES OFFICE RENTAL SPACE · MI · controlled entity

  • IHA AFFILIATION CORPORATION

    C · MEDICAL MANAGEMENT · MI · controlled entity

  • LABORATORY ASSOCIATES OF MICHIGAN INC

    C · LAB SERVICES · MI · controlled entity

  • LANGHORNE SERVICES II INC

    C · GENERAL PARTNER OF LMOB PARTNERS, II · PA · controlled entity

  • LANGHORNE SERVICES INC

    C · GENERAL PARTNER OF LMOB PARTNERS · PA · controlled entity

  • MACNEAL HEALTH PROVIDERS INC

    C · MEDICAL SERVICES · IL · controlled entity

  • MARYLAND CARE GROUP INC

    C · HEALTH CARE HOLDING · MD · controlled entity

  • MCMC EASTWICK INC

    C · MEDICAL OFFICE BUILDINGS · PA · controlled entity

  • MEDNOW INC

    C · MEDICAL SERVICES · ID · controlled entity

  • MERCY INPATIENT MEDICAL ASSOCIATES INC

    C · MEDICAL SERVICES · MA · controlled entity

  • MERCY MEDICAL SERVICES

    C · PRIMARY CARE PHYSICIANS · IA · controlled entity

  • MOUNT CARMEL HEALTHPROVIDERS INC

    C · MEDICAL SERVICES · OH · controlled entity

  • NURSING NETWORK INC

    C · MEDICAL SERVICES · FL · controlled entity

  • SAINT ALPHONSUS HEALTH ALLIANCE INC

    C · ACCOUNTABLE CARE ORGANIZATION · ID · controlled entity

  • SAINT ALPHONSUS PHYSICIANS PA

    C · HEALTH CARE SERVICES (INACTIVE) · ID · controlled entity

  • SAINT FRANCIS BEHAVIORAL HEALTH GROUP PC

    C · MEDICAL SERVICES · CT · controlled entity

  • SAINT FRANCIS CARE MEDICAL GROUP PC

    C · MEDICAL SERVICES · CT · controlled entity

  • SAMARITAN MEDICAL OFFICE BUILDING INC

    C · REAL ESTATE · NY · controlled entity

  • SCOVILL STREET MEDICAL BUILDING ASSOCIATION INC

    C · PROPERTY MANAGEMENT · CT · controlled entity

  • SJM PROPERTIES INC

    C · PROPERTY HOLDINGS · NY · controlled entity

  • SJPE PRACTICE MANAGEMENT SERVICES INC

    C · MANAGEMENT SERVICES · NY · controlled entity

  • SJRMC HOLDINGS INC

    C · PROPERTY HOLDINGS · IN · controlled entity

  • ST ELIZABETH HEALTH SUPPORT SERVICES INC

    C · MEDICAL SERVICES · NY · controlled entity

  • SYSTEM COORDINATED SERVICES INC

    C · LAB SERVICES · MA · controlled entity

  • THRE SERVICES LLC

    C · REAL ESTATE BROKERAGE SERVICES · MI · controlled entity

  • TRINITY ASSURANCE LTD

    C · SELF-INSURANCE · CJ · controlled entity

  • TRINITY HEALTH ACO INC

    C · ACCOUNTABLE CARE ORGANIZATION · DE · controlled entity

  • TRINITY HEALTH EMPLOYEE BENEFIT TRUST

    T · GRANTOR TRUST · MI · controlled entity

  • TRINITY SENIOR SERVICES MANAGEMENT INC

    C · SENIOR SERVICES · PA · controlled entity

  • WORKPLACE HEALTH OF GRAND HAVEN INC

    C · OCCUPATIONAL HEALTH · MI · controlled entity

Provenance

Return type
form_990
Tax year
2023
Filed
6 May 2025
IRS schema version
2023v6.0
Source object
202521269349302247

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