Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2010
Open to Public Inspection
A For the calendar year, or tax year beginning 01-01-2010 and ending 12-31-2010
BCheck if applicable:
CName of organization
Alexian Brothers Health System
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
3040 West Salt Creek Lane
 
Room/suite
City or town, state or country, and ZIP + 4
Arlington Heights, IL600050000
D Employer identification number

36-3260495
E Telephone number

G Gross receipts $ 45,102,137
F Name and address of principal officer:
Br Thomas Keusenkothen
3040 West Salt Creek Lane
Arlington Heights,IL600050000
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.alexianbrothershealth.org
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet0928
K Form of organization:
 
L Year of formation: 1983
M State of legal domicile: IL
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: ABHS carries out the healing mission of the Catholic Church. (See Schedule O)Alexian Brothers Health System ("ABHS") carries out the healing mission of the Catholic Church through the Alexian Brothers ministries by identifying and developing effective responses to the health and housing needs of those we are called to serve.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) .... 3 12
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 12
5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) ... 5 575
6 Total number of volunteers (estimate if necessary) .... 6 12
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 62,094
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b 22,504
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 1,848,785 5,238,173
9 Program service revenue (Part VIII, line 2g) ......... 27,364,697 28,573,798
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 10,220,739 9,536,179
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 217,566 287,667
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 39,651,787 43,635,817
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 0 0
14 Benefits paid to or for members (Part IX, column (A), line 4) .... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 22,981,153 24,006,343
16a Professional fundraising fees (Part IX, column (A), line 11e).... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet2,140,762    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 21,375,407 19,293,464
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 44,356,560 43,299,807
19 Revenue less expenses. Subtract line 18 from line 12...... -4,704,773 336,010
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 351,680,413 449,506,571
21 Total liabilities (Part X, line 26)............ 485,221,895 542,956,252
22 Net assets or fund balances. Subtract line 21 from line 20 ..... -133,541,482 -93,449,681
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid Preparer's Use Only Preparer's
signatureBig Right Arrow 		Date
right pointing bullet image Preparer’s taxpayer identification number
(see instructions)
Firm’s name (or yours
if self-employed),
address, and ZIP + 4Big Right Arrow




 		EIN right pointing bullet image
Phone no. right pointing bullet image
May the IRS discuss this return with the preparer shown above? (see instructions) .........
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2010)
Form 990 (2010)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III . . . . . . . . . .
1
Briefly describe the organization’s mission: Alexian Brothers Health System ("ABHS") carries out the healing mission of the Catholic Church through the Alexian Brothers ministries by identifying and developing effective responses to the health and housing needs of those we are called to serve.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the exempt purpose achievements for each of the organization’s three largest program services by expenses.
Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 40,778,554 including grants of $   ) (Revenue $ 28,573,798 )
ABHS supports the provision of healthcare services at the corporations to which it is a member by the provision of centralized administrative support, including services such as Accounting, Human Resources and Compliance. For more than seven centuries, the Alexian Brothers have cared for the sick, the aged, the poor and dying. The basic Judeo-Christian beliefs that inspired the founders of this worldwide Catholic religious congregation sustain its ministry today: to promote the physical, mental, spiritual, and social well-being of individuals of all creeds, races, nationalities and socioeconomic levels served through this health care ministry. (See Schedule O)Strengthened by community, prayer, commitment to the poor and the legacy of its founders, and in partnership with others, the Alexian Brothers witness the healing Christ by a holistic approach to promoting health and caring for the sick, dying, aged and unwanted of all socioeconomic levels, outside as well as within ABHS.ABHS carries out its exempt purposes by coordinating and managing the activities of the regional corporations for which it is the national member. Through these regional corporations, ABHS provides healthcare and other services to communities in suburban Chicago, IL, St. Louis, MO, Milwaukee, WI, and Signal Mountain, TN. As a charitable organization, it is recognized that not all individuals possess the ability to purchase essential medical services. ABHS' mission is to serve the community with respect to providing healthcare services and education, and housing needs. Therefore, in keeping with ABHS' commitment to serve all members of its community:-Free care and/or subsidized care-Care to persons covered by government programs at or below cost, and -Health activities and programs to support the community are considered and provided when appropriate. These activities include wellness programs, community education programs, special programs for the elderly, handicapped, medically underserved, and a variety of broad community support activities. Consistent with its mission, ABHS, through its ministries, provides medical care to all patients regardless of their ability to pay. In addition, the ministries provide services intended to benefit the poor and underserved, including those persons who cannot afford health insurance because of inadequate resources and/or are uninsured or underinsured, and to enhance the health status of the communities in which they operate. As a religious organization, each of the ABHS facilities operates a chapel and pastoral care department, and assists in the promotion of ABHS' Catholic identity and religious sponsorship while addressing the spiritual needs of patients and their families in a holistic manner. Charity Care and Community Service: The amounts and types of charity care and other community services provided in the entire Alexian Brothers Health System are as follows: Charity Care at Cost: $16,000,775 Language Assistant Services: $398,760 Excess of Government Sponsored Health Care Cost Over Reimbursement-Medicaid: $23,111,389 Donations: $188,677 Education: $2,080,725 Government Sponsored Services: $25,512 Subsidized Health Services: $4,390,443 Other Community Benefits: $2,271,155 Total Charity Care and Community Benefits: $48,467,436 Excess of Government Sponsored Health Care Cost Over Reimburstment - Medicare: $53,562,576Bad Debt Expense at Cost: $8,766,221Information has been included for all exempt entities in ABHS. The information for the hospitals included has been calculated on a basis consistent with the requirements for the Illinois Attorney General Community Benefit report.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services. (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet$ 40,778,554
Form 990 (2010)
Form 990 (2010)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part II.........................
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete
Schedule D, Part IClick to see attachment.......................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in term, permanent,or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If “Yes,” complete Schedule F, Part I.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II..
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III..
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II..........
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
Form 990 (2010)
Form 990 (2010)
Page 4
Part IV
Checklist of Required Schedules (continued)
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
Did the organization attach its audited financial statement to this return? Note: All Form 990 filers that operate one or more hospitals must attach audited financial statements. .....
20b
 
 
21
Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II..
21
 
No
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III.....
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................ Click to see list of attachments
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
No
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I...... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................ Click to see attachment
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II........................... Click to see attachment
26
Yes
 
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If “Yes,” complete Schedule L, Part III............... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV................... Click to see attachment
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV.. Click to see attachment
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35
Is any related organization a controlled entity within the meaning of section 512(b)(13)? .....
35
Yes
 
a
Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment
36
Yes
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2010)
Form 990 (2010)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V . . . . . . . . . .
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
334
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
575
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2010)
Form 990 (2010)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI . . . . . . . . . .
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year ..............
1a
12
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
12
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? ..
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Does the organization have members or stockholders? ................
6
Yes
 
7a
Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? .........................
7a
Yes
 
b
Are any decisions of the governing body subject to approval by members, stockholders, or other persons? ..
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Does the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? ....
10b
 
 
11a
Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?
11a
 
No
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Does the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ...........................
12b
Yes
 
c
Does the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this is done ....................
12c
Yes
 
13
Does the organization have a written whistleblower policy? ...............
13
Yes
 
14
Does the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line a or b, describe the process in Schedule O. (See instructions.)
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
IL
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you make these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
Jeannie Justie
3040 West Salt Creek Lane
Arlington Hts,IL600051020
(847) 385-7160
Form 990 (2010)
Form 990 (2010)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII . . . . . . . . . .
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) Jerry Capizzi
Director
 1.00 X           0 0 0
(2) Br James Classon CFA
Chairperson
 1.00 X   X       0 0 0
(3) Br Richard Lowe CFA
Director
 1.00 X           0 0 0
(4) Br John Howard CFA
Director
 1.00 X           0 0 0
(5) Br Thomas Keusenkothen CFA
President/CEO/Vice Chair
 40.00 X   X       0 0 0
(6) Kenneth McHugh
Director
 1.00 X           0 0 0
(7) Bruce Wolfe
Director
 1.00 X           0 0 0
(8) Br Theodore Loucks CFA
Director
 1.00 X           0 0 0
(9) Br Lawrence Krueger CFA
Secretary
 1.00 X   X       0 0 0
(10) Karen S Wells
Director
 1.00 X           0 0 0
(11) Richard Fischer
Director
 1.00 X           0 0 0
(12) Kaveh Safavi MD
Director
 1.00 X           0 0 0
(13) Sr Renee Rose DC
Chairperson
 1.00     X       0 0 0
(14) Mark Frey
Executive Vice President
 10.00     X       794,003 0 188,333
(15) Anthony Cutiletta
Vice President
 20.00     X       177,085 0 11,341
(16) Tracy Rogers
Vice President
 40.00     X       476,765 0 64,395
(17) James Sances
Vice President/Treasurer
 40.00     X       622,253 0 134,046
Form 990 (2010)
Form 990 (2010)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) Virginia Golembiewski
Assistant Secretary
 40.00     X       67,752 0 15,425
(19) Jim Lewandowski
Vice President
 40.00       X     358,777 0 63,763
(20) Mary Ann Magnifico
VP Construction
 40.00         X   298,743 0 66,910
(21) Peg Wendell
Vice President
 40.00         X   252,697 0 35,791
(22) Melanie Furlan
Vice President
 40.00         X   298,352 0 51,547
(23) Jean Justie
Vice President
 40.00         X   225,423 0 48,087
(24) Gary Breuer
Vice President
 40.00         X   226,455 0 47,213
(25) Dean Grant
Former Officer
 0.00           X 404,813 0 57,146










1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 4,203,118 0 783,997
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet84
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
Jones Lang LaSalle Americas Inc
PO Box 95661
Chicago,IL606947170 		Property Managers 968,496
Lockton Companies
PO Box 802707
Kansas City,MO641802707 		Brokerage Services 935,559
TBWA Worldwide Inc
488 Madison Ave
New York,NY10022 		Advertising Agency 928,096
Ungaretti & Harris
3500 Three First National Plaza
Chicago,IL606024283 		Attorneys 921,983
Efficiency Media
4304 N Avers
Chicago,IL60618 		Media Planning Buying Service 870,704
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization MediumBullet138
Form 990 (2010)
Form 990 (2010)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, gifts, grants and other similar amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c 532,569
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		4,705,604
g Noncash contributions included in lines 1a-1f:$  
h Total. Add lines 1a-1f.......MediumBullet 5,238,173
Program Service Revenue Business Code
2a Management Fees 900,099 18,947,590 18,947,590    
b Leased Empl. Benefits 900,099 6,019,445 6,019,445    
c I/C affiliate rent 900,099 3,104,039 3,104,039    
d I/C Chargebacks 900,099 502,323 502,323    
e Misc. Income 900,099 401 401    
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 28,573,798
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 9,536,179     9,536,179
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties............MediumBullet        
(i) Real (ii) Personal
6a Gross Rents 1,289,863  
b Less: rental expenses 951,127  
c Rental income or (loss) 338,736  
d Net rental income or (loss).......MediumBullet 338,736     338,736
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory    
b Less: cost or other basis and sales expenses    
c Gain or (loss)    
d Net gain or (loss)..........MediumBullet        
8a Gross income from fundraising events (not including
$ 532,569
of contributions reported on line 1c). See Part IV, line 18 ...
a 402,030
b Less: direct expenses ...b 515,193
c Net income or (loss) from fundraising events..MediumBullet -113,163   -113,163
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a UBI - Premier 900,099 62,094   62,094  
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet 62,094
12 Total revenue. See Instructions....MediumBullet 43,635,817 28,573,798 62,094 9,761,752
Form 990 (2010)
Form 990 (2010)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21    
2 Grants and other assistance to individuals in the U.S. See Part IV, line 22    
3 Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 2,973,937 2,973,937    
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 13,547,055 12,519,504   1,027,551
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .... 2,061,646 2,061,646    
9 Other employee benefits ....... 4,727,462 4,378,226   349,236
10 Payroll taxes ........... 696,243 630,892   65,351
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 231,860   223,489 8,371
c Accounting ........... 148,900   148,900  
d Lobbying ...........        
e Professional fundraising. See Part IV, line 17..    
f Investment management fees ......        
g Other .......... 2,036,178 1,559,425   476,753
12 Advertising and promotion .... 52,996 10,503   42,493
13 Office expenses ....... 800,255 729,582   70,673
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 2,906,586 2,857,088   49,498
17 Travel ............ 137,874 96,149 8,102 33,623
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 26,306 26,306    
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 10,087,332 10,087,332    
23 Insurance .............. 118,762 118,762    
24 Other expenses. Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)
a Loss on bond financing 1,750,018 1,750,018    
b Deferred Bond Costs 778,100 778,100    
c Food Expense 104,793 97,454   7,339
d Public/Comm. Relations 179 179    
e Medical Supplies Exp. 115 115    
f All other expenses 113,210 103,336   9,874
25 Total functional expenses. Add lines 1 through 24f 43,299,807 40,778,554 380,491 2,140,762
26 Joint costs. Check here MediumBullet if following
SOP 98-2 (ASC 958-720). Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation 		       
Form 990 (2010)
Form 990 (2010)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 260,346 1 381,522
2 Savings and temporary cash investments .......   2  
3 Pledges and grants receivable, net ......... 7,263,901 3 8,109,456
4 Accounts receivable, net .........   4  
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L .......... 1,021,220 5 1,000,206
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L ..........   6  
7 Notes and loans receivable, net ............. 1,978 7 152
8 Inventories for sale or use .............. 396,690 8 3,045,076
9 Prepaid expenses and deferred charges ............ 3,040,803 9 4,458,032
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 87,610,926
b Less: accumulated depreciation. ..... 10b 48,780,528 35,830,515 10c 38,830,398
11 Investments—publicly traded securities ..........   11  
12 Investments—other securities. See Part IV, line 11 ...... 192,907,751 12 288,424,254
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets .........   14  
15 Other assets. See Part IV, line 11 ........... 110,957,209 15 105,257,475
16 Total assets. Add lines 1 through 15 (must equal line 34)... 351,680,413 16 449,506,571
Liabilities 17 Accounts payable and accrued expenses . 21,575,182 17 27,622,129
18 Grants payable .......... 22,800 18  
19 Deferred revenue .......... 12,271 19 26,628
20 Tax-exempt bond liabilities .......... 405,847,000 20 459,945,921
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties .. 3,260,230 23 2,971,030
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities. Complete Part X of Schedule D..... 54,504,412 25 52,390,544
26 Total liabilities. Add lines 17 through 25..... 485,221,895 26 542,956,252
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... -133,541,482 27 -93,449,681
28 Temporarily restricted net assets .....   28  
29 Permanently restricted net assets .....   29  
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... -133,541,482 33 -93,449,681
34 Total liabilities and net assets/fund balances ..... 351,680,413 34 449,506,571
Form 990 (2010)
Form 990 (2010)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI . . . . . . . . . .
1
Total revenue (must equal Part VIII, column (A), line 12) . . .
1
43,635,817
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
43,299,807
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
336,010
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
-133,541,482
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
39,755,791
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) . . . . . .
6
-93,449,681
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII . . . . . . . . . .
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?..
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O............................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
 
No
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
 
 
Form 990 (2010)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
Alexian Brothers Health System
 
Employer identification number

36-3260495
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
No
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
No
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
No
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
(1) ABHS Inc Investment Trust
  		363801585 11 III-FI Yes   Yes   Yes   0
(2) Alexian Brothers of San Jose Inc
  		941530037 3 Yes   Yes   Yes   0
(3) Alexian Brothers Services Inc
  		431295333 9 Yes   Yes   Yes   0
(4) Alexian Village of Milwaukee Inc
  		391351584 9 Yes   Yes   Yes   0
(5) Alexian Brothers Community Services
  		364344423 9 Yes   Yes   Yes   0
(6) Alexian Brothers Senior Neighbors
  		620646376 7 Yes   Yes   Yes   0
(7) Alexian Village of Tennessee
  		621136742 9 Yes   Yes   Yes   0
(8) Alexian Brothers Senior Ministries
  		364484290 11 III-FI Yes   Yes   Yes   0
(9) Alexian Elderly Services Inc
  		392039667 9 Yes   Yes   Yes   0
(10) Alexian Brothers Lansdowne Village
  		431470362 9 Yes   Yes   Yes   0
(11) Alexian Brothers Sherbrooke Village
  		431592502 9 Yes   Yes   Yes   0
(12) Alexian Brothers Hospital Network
  		363276552 11 III-FI Yes   Yes   Yes   0
(13) Alexian Brothers Medical Center
  		362596381 3 Yes   Yes   Yes   0
(14) Alexian Brothers Center for Mental Health
  		363045007 7 Yes   Yes   Yes   0
(15) Alexian Brothers Behavioral Health Hospital
  		364251848 3 Yes   Yes   Yes   0
(16) St Alexius Medical Center
  		364251846 3 Yes   Yes   Yes   0
(17) Alexian Brothers Ambulatory Group
  		364336931 3 Yes   Yes   Yes   0
(18) Alexian Brothers of St Louis Inc
  		430653236 3 Yes   Yes   Yes   0
Total                 0

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3..            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..            
6 Public Support. Subtract line 5 from line 4.            
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..            
11 Total support (Add lines 7 through 10).            
12
12
 
13
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
Schedule A, Part IV, Supplemental Information: ABHS supports the provision of healthcare services at the corporations to which it is a member by the provision of centralized administrative support, including services such as Mission Integration, Accounting, Accounts Payable, Treasury (including Cash, Investment and Debt Management), Insurance, Payroll, Human Resources, Compliance, Legal, Education, Wellness, and Patient Safety and Quality. All costs of ABHS are charged to the members through a management fee. Transactions with each member are delineated on Schedule R.
 
 
 
Schedule A (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2010
Name of organization
Alexian Brothers Health System
 
Employer identification number

36-3260495
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule—
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part I
Name of organization
Alexian Brothers Health System
  		Employer identification number

36-3260495
Part I
Contributors (see Instructions)
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part II
Name of organization
Alexian Brothers Health System
  		Employer identification number

36-3260495
Part II
Noncash Property (see Instructions)
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part III
Name of organization
Alexian Brothers Health System
  		Employer identification number

36-3260495
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11, or 12.
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
Alexian Brothers Health System
 
Employer identification number

36-3260495
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit. ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a–2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06 ........ 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the taxable year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 3,466,340 3,594,762  
b Contributions ........ 5,275 2,651 3,594,762
c Investment earnings or losses ... 135,915 73,613  
d Grants or scholarships ..... 197,715 204,686  
e Other expenditures for facilities
and programs ........ 		     
f Administrative expenses ....      
g End of year balance ...... 3,409,815 3,466,340 3,594,762
2
Provide the estimated percentage of the year end balance held as:
a
Board designated or quasi-endowment: SchDMd Bullet0 %
b
Permanent endowment: SchDMd Bullet27.000 %
c
Term endowment: SchDMd Bullet73.000 %
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
Yes
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Investments—Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of investment (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................      
b Buildings ................   8,717,768 4,200,767 4,517,001
c Leasehold improvements ............   14,189,292 10,237,236 3,952,056
d Equipment ................   44,214,416 34,231,424 9,982,992
e Other .................   20,489,450 111,101 20,378,349
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet 38,830,398
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A) Beneficial interest in Alexian Brothers Health System, Inc. Investment Trust 		288,424,254 F








Total. (Column (b) should equal Form 990, Part X, col.(B) line 12.)Small Bullet 288,424,254
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) Land held for future use 2,312,459
(2) Due from affiliates 11,621,904
(3) Due from A. Manseau trust 40,719
(4) Deferred finance costs 10,212,655
(5) Goodwill 74,051,961
(6) Other 7,017,777



Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 105,257,475
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Amount
Federal Income Taxes  
Supplemental Employee Retirement Plan Liab. 935,893
Unclaimed property 2,467
Execu-flex cap accumulation 1,348,646
Restricted pledges 8,109,456
Negative cash 12,555,171
Health/dental liability 4,063,672
Reserve for outstanding insurance losses 7,049
Long term pension liability 15,128,751
Temporarily restricted 1,754,660
Due to affiliates - Foundation 4,916,276
SWAP LT liability 3,568,503
Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet 52,390,544
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1  
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2  
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3  
4 Net unrealized gains (losses) on investments .......................... 4  
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV) ................................. 8  
9 Total adjustments (net). Add lines 4 - 8 ............................. 9  
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10  
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIV): ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total Revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) ...... 5  
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIV): ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part I, line 18.) ...... 5  
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
Description of Intended Use of Endowment Funds: Part V, Line 4: The endowment funds are used to support charitable efforts within the Alexian Brothers Health System. Part V, Line 1a: The FY 2010 balance represents all endowments, including time restricted, temporarily restricted and permanently restricted assets. In prior years, only permanently restricted assets were included.
Description of Uncertain Tax Positions Under FIN 48: Part X: ABHS does not file a separate audit report, but is part of the Alexian Brothers Health System consolidated audit report. The text of the FIN48 (ASC740) footnote in this audit report is as follows: On January 1, 2008 the Corporations adopted Interpretation No. 48, Accounting for Uncertainty in Income Taxes, included in FASB ASC Subtopic 740-10, Income Taxes - Overall. ASC Subtopic 740 addresses the determination of how tax benefits claimed or expected to be claimed on a tax return should be recorded in the consolidated financial statements. Under ASC Subtopic 740-10, the Corporations must recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by the taxing authorities, based on the technical merits of the position. The tax benefits recognized in the consolidated financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. ASC Subtopic 740-10 also provides guidance on derecognition, classification, interest and penalties on income taxes, and accounting in interim periods and requires increased disclosures. As of December 31, 2010 and 2009, the Corporations do not have a liability for unrecognized tax benefits.
Schedule D (Form 990) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE G
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19,
or if the organization entered more than $15,000 on Form 990-EZ, line 6a.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
Alexian Brothers Health System
 
Employer identification number

36-3260495
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization. Form 990-EZ filers are not required to complete this table.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
Total .................right arrow      
3
List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2010
Schedule G (Form 990 or 990-EZ) 2010
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 on Form 990-EZ, line 6a. List events with gross receipts greater than $5,000.
(a) Event #1

Ball de Fleur
(event type) 		(b) Event #2

Golf Classic
(event type) 		(c) Other Events

5
(total number) 		(d) Total Events
(Add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 521,007 167,000 246,592 934,599
2 Less: Charitable
contributions . . . 		285,253 143,800 103,516 532,569
3 Gross income (line 1
minus line 2) . . . 		235,754 23,200 143,076 402,030
VerticalDirectExpenses 4 Cash prizes . . .     3,325 3,325
5 Non-cash prizes . . 9,348 400 15,361 25,109
6 Rent/facility costs . . 56,737 44,560 15,500 116,797
7 Food and beverages . . 87,486 15,673 61,421 164,580
8 Entertainment . . . 9,800   41,745 51,545
9 Other direct expenses . 75,743 1,395 76,698 153,836
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 515,192
11 Net income summary. Combine lines 3 and 10 in column (d)............ right arrow -113,162
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (Add col. (a) through col. (c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
 
 
 
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," Explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," Explain:
 
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ...........................
Schedule G (Form 990 or 990-EZ) 2010
Schedule G (Form 990 or 990-EZ) 2010
Page 3
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
 
b
An outside facility ........................
13b
 
14
Provide the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Complete this part to provide additional information for responses to quuestion on Schedule G (see instructions.)
Identifier ReturnReference Explanation
Schedule G (Form 990 or 990-EZ) 2010
Additional Data


Software ID:  
Software Version:  
Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
Alexian Brothers Health System
 
Employer identification number

36-3260495
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement orprovision of all the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
 
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regs. section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use Schedule J-1 if additional space needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported in prior
Form 990 or
Form 990-EZ
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) Mark Frey (i)
(ii)		 565,468
0 		165,000
0 		63,535
0 		143,387
0 		44,946
0 		982,336
0 		33,766
0
(2) Anthony Cutiletta (i)
(ii)		 149,030
0 		28,055
0 		0
0 		6,051
0 		5,290
0 		188,426
0 		0
0
(3) Tracy Rogers (i)
(ii)		 356,803
0 		102,211
0 		17,751
0 		29,867
0 		34,528
0 		541,160
0 		17,751
0
(4) James Sances (i)
(ii)		 462,621
0 		132,244
0 		27,388
0 		111,754
0 		22,292
0 		756,299
0 		27,388
0
(5) Jim Lewandowski (i)
(ii)		 272,185
0 		50,985
0 		35,607
0 		32,953
0 		30,810
0 		422,540
0 		12,292
0
(6) Mary Ann Magnifico (i)
(ii)		 230,557
0 		44,000
0 		24,186
0 		48,232
0 		18,678
0 		365,653
0 		19,817
0
(7) Peg Wendell (i)
(ii)		 220,585
0 		29,016
0 		3,096
0 		16,835
0 		18,956
0 		288,488
0 		0
0
(8) Melanie Furlan (i)
(ii)		 232,859
0 		55,434
0 		10,059
0 		20,992
0 		30,555
0 		349,899
0 		10,059
0
(9) Jean Justie (i)
(ii)		 185,189
0 		36,600
0 		3,634
0 		23,192
0 		24,895
0 		273,510
0 		0
0
(10) Gary Breuer (i)
(ii)		 187,252
0 		36,999
0 		2,204
0 		19,818
0 		27,395
0 		273,668
0 		0
0
(11) Dean Grant (i)
(ii)		 0
0 		0
0 		404,813
0 		34,300
0 		22,846
0 		461,959
0 		17,323
0





Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
Supplemental Information Part III Part I, Line 4a: The following individual listed in Schedule J was paid the referenced amount of severance in 2010: Dean Grant - $389,358 Part I, Line 4b: Alexian Brothers Health System offers a Supplemental Employee Retirement Plan to all employees who participate in the executive benefits program and whose compensation exceeds the IRS allowable limit for a qualified pension plan. The amount accrued in 2010 was included in income in Schedule J for the following individuals: Mark Frey - $68,038; James Sances - $48,808; Tracy Rogers - $3,363; Jim Lewandowski - $4,547; Mary Ann Magnifico - $3,663; Peg Wendell - $260; Melanie Furlan - $603
Schedule J (Form 990) 2010

Additional Data


Software ID:  
Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Schedule O (Form 990).
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
Alexian Brothers Health System
 
Employer identification number
36-3260495
Part I
Bond Issues
(a) Issuer Name (b) Issuer EIN (c) CUSIP # (d) Date Issued (e) Issue Price (f) Description of Purpose (g) Defeased (h) On
Behalf of
Issuer 		(i) Pool
financing
Yes No Yes No Yes No
A Illinois Finance Authority
  		86-1091967 45189FAY0 04-28-2004 80,000,000 Construct and Equip Facilities   X   X   X
B Illinois Finance Authority
  		86-1091967 45200BQD3 08-11-2005 255,795,000 Partial refund 1999 Series (1/15/99)   X   X   X
C Illinois Finance Authority
  		86-1091967 45200FFH7 04-23-2008 44,028,000 Construct a Facility   X   X   X
D Illinois Finance Authority
  		86-1091967 NoneAvail 07-23-2009 13,607,000 Refund 1985 Series D (11/1/85)   X   X   X
Illinois Finance Authority
  		86-1091967 45200FY94 04-21-2010 134,586,814 Partial refunding and contruction (8/11/05)   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired. . . . . 85,770,000 85,770,000   1,478,000
2 Amount of bonds defeased . . . .        
3 Total proceeds of issue . . . . 82,801,580 255,795,000 44,028,000 13,607,000
4 Gross proceeds in reserve funds . . 12,277,168      
5 Capitalized interest from proceeds.        
6 Proceeds in refunding escrow. . . . .        
7 Issuance costs from proceeds . . . 866,162 1,612,171 788,514  
8 Credit enhancement from proceeds. 191,498 7,020,188    
9 Working capital expenditures from proceeds . . 3,147,167      
10 Capital expenditures from proceeds . . 78,596,753   43,239,486  
11 Other spent proceeds . . 247,162,641 247,162,641   13,607,000
12 Other unspent proceeds. . . 25,444,615      
13 Year of substantial completion . . . 2007 2009
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue?   X   X X X    
15 Were the bonds issued as part of an advance refunding issue?   X X     X   X
16 Has the final allocation of proceeds been made? . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . X     X   X   X
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2010
Schedule K (Form 990) 2010
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use? X     X X     X
b Are there any research agreements that may result in private business use of bond-financed property? . . X     X X     X
c Does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts or research agreements relating to the financed property? . X       X      
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . . . . . . . . . . . . SchKMediumBullet 0 % 0 % 0 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . SchKMediumBullet 0 % 0 % 0 % 0 %
6 Total of lines 4 and 5 . . .. . . . . . 0 % 0 % 0 % 0 %
7 Has the organization adopted management practices and procedures to ensure the post-issuance compliance of its tax-exempt bond liabilities? X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has a Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate, been filed with respect to the bond issue? . . .   X   X   X   X
2 Is the bond issue a variable rate issue? X   X     X X  
3a Has the organization or the governmental issuer entered into a hedge with respect to the bond issue?   X X     X   X
b Name of provider . BOA Merrill Lynch
  		BOA Merrill Lynch
  		 
  		 
 
c Term of hedge . .        
d Was the hedge superintegrated? .   X   X        
e Was a hedge terminated? .   X   X        
4a Were gross proceeds invested in a GIC? .   X   X   X   X
b Name of provider .  
  		 
  		 
  		 
 
c Term of GIC . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? .                
5 Were any gross proceeds invested beyond an available temporary period? .   X   X   X   X
6 Did the bond issue qualify for an exception to rebate? . . .   X   X   X X  
Schedule K (Form 990) 2010

Schedule K (Form 990) 2010
Page 3
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
Part I, Column (g), Line (B) (2005 Bonds):   Proceeds of Series 2010 were used to retire $70,420,000 of the Series 2005 bonds outstanding on the issue date of the 2010 bonds.
Part II, Line 3, Column (A) Second Page (2010 Issue):   At issuance, the Series 2010 Bonds sold for a premium of $1,186,814, and a principal amount of $133,400,000.
Part II, Line 4   Only amounts constituting debt service reserve funds are included on Line 4. In addition, ABHS has the following amounts at December 31, 2010 in debt service funds: $23,123 for Series 2004, $5,319,469 for Series 2005, $618,760 for Series 2008, and $7,642,114 for Series 2010.
Part II, Line 4, Column (C):   At issuance, the Series 2008 Bonds original proceeds included a $4,500,000 reserve. The reserve was subsequently replaced by a $4,500,000 letter of credit, and the proceeds expended on the project.
Part III, Columns (B) and (D):   Part III is not required for the 2005 and 2009 bonds, columns B and D, as they refunded pre-2003 issues. However, due to software limitation, this section was required to be completed.
Part IV, Line 3c, Column (B):   The following three swaps were entered into by ABHS, the counterparty being BOA Merrill Lynch: A) $87,425,000, receiving variable rate, paying fixed rate, scheduled termination date 1/1/2028 (actual term 2.8 years). B) $87,425,000, receiving variable rate, paying fixed rate, scheduled termination date 1/1/2028 (actual term 2.8 years). C) $80,945,000, receiving variable rate, paying fixed rate, scheduled termination date 1/1/2018 (scheduled term 12.4 years).
Part IV, Line 3e, Column (B):   Swaps A and B were terminated on May 28, 2008. Swap C remains open.
Part I, Column (e) and Part II, Line 3:   Differences between the issue price shown on Part I, column (e) and total proceeds shown on Part II, line 3 are due to investment earnings.
Part IV, Line 2, Column (b)   Series 2005 A and Series 2005 B were converted to fixed rate on April 14, 2008. Series 2005 E was refunded on April 24, 2010.
Schedule K (Form 990) 2010

Additional Data


Software ID:  
Software Version:  

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Schedule O (Form 990).
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
Alexian Brothers Health System
 
Employer identification number
36-3260495
Part I
Bond Issues
(a) Issuer Name (b) Issuer EIN (c) CUSIP # (d) Date Issued (e) Issue Price (f) Description of Purpose (g) Defeased (h) On
Behalf of
Issuer 		(i) Pool
financing
Yes No Yes No Yes No
A Illinois Finance Authority
  		86-1091967 45189FAY0 04-28-2004 80,000,000 Construct and Equip Facilities   X   X   X
B Illinois Finance Authority
  		86-1091967 45200BQD3 08-11-2005 255,795,000 Partial refund 1999 Series (1/15/99)   X   X   X
C Illinois Finance Authority
  		86-1091967 45200FFH7 04-23-2008 44,028,000 Construct a Facility   X   X   X
D Illinois Finance Authority
  		86-1091967 NoneAvail 07-23-2009 13,607,000 Refund 1985 Series D (11/1/85)   X   X   X
Illinois Finance Authority
  		86-1091967 45200FY94 04-21-2010 134,586,814 Partial refunding and contruction (8/11/05)   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired. . . . . 85,770,000 85,770,000   1,478,000
2 Amount of bonds defeased . . . .        
3 Total proceeds of issue . . . . 82,801,580 255,795,000 44,028,000 13,607,000
4 Gross proceeds in reserve funds . . 12,277,168      
5 Capitalized interest from proceeds.        
6 Proceeds in refunding escrow. . . . .        
7 Issuance costs from proceeds . . . 866,162 1,612,171 788,514  
8 Credit enhancement from proceeds. 191,498 7,020,188    
9 Working capital expenditures from proceeds . . 3,147,167      
10 Capital expenditures from proceeds . . 78,596,753   43,239,486  
11 Other spent proceeds . . 247,162,641 247,162,641   13,607,000
12 Other unspent proceeds. . . 25,444,615      
13 Year of substantial completion . . . 2007 2009
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue?   X   X X X    
15 Were the bonds issued as part of an advance refunding issue?   X X     X   X
16 Has the final allocation of proceeds been made? . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . X     X   X   X
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2010
Schedule K (Form 990) 2010
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use? X     X X     X
b Are there any research agreements that may result in private business use of bond-financed property? . . X     X X     X
c Does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts or research agreements relating to the financed property? . X       X      
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . . . . . . . . . . . . SchKMediumBullet 0 % 0 % 0 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . SchKMediumBullet 0 % 0 % 0 % 0 %
6 Total of lines 4 and 5 . . .. . . . . . 0 % 0 % 0 % 0 %
7 Has the organization adopted management practices and procedures to ensure the post-issuance compliance of its tax-exempt bond liabilities? X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has a Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate, been filed with respect to the bond issue? . . .   X   X   X   X
2 Is the bond issue a variable rate issue? X   X     X X  
3a Has the organization or the governmental issuer entered into a hedge with respect to the bond issue?   X X     X   X
b Name of provider . BOA Merrill Lynch
  		BOA Merrill Lynch
  		 
  		 
 
c Term of hedge . .        
d Was the hedge superintegrated? .   X   X        
e Was a hedge terminated? .   X   X        
4a Were gross proceeds invested in a GIC? .   X   X   X   X
b Name of provider .  
  		 
  		 
  		 
 
c Term of GIC . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? .                
5 Were any gross proceeds invested beyond an available temporary period? .   X   X   X   X
6 Did the bond issue qualify for an exception to rebate? . . .   X   X   X X  
Schedule K (Form 990) 2010

Schedule K (Form 990) 2010
Page 3
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
Part I, Column (g), Line (B) (2005 Bonds):   Proceeds of Series 2010 were used to retire $70,420,000 of the Series 2005 bonds outstanding on the issue date of the 2010 bonds.
Part II, Line 3, Column (A) Second Page (2010 Issue):   At issuance, the Series 2010 Bonds sold for a premium of $1,186,814, and a principal amount of $133,400,000.
Part II, Line 4   Only amounts constituting debt service reserve funds are included on Line 4. In addition, ABHS has the following amounts at December 31, 2010 in debt service funds: $23,123 for Series 2004, $5,319,469 for Series 2005, $618,760 for Series 2008, and $7,642,114 for Series 2010.
Part II, Line 4, Column (C):   At issuance, the Series 2008 Bonds original proceeds included a $4,500,000 reserve. The reserve was subsequently replaced by a $4,500,000 letter of credit, and the proceeds expended on the project.
Part III, Columns (B) and (D):   Part III is not required for the 2005 and 2009 bonds, columns B and D, as they refunded pre-2003 issues. However, due to software limitation, this section was required to be completed.
Part IV, Line 3c, Column (B):   The following three swaps were entered into by ABHS, the counterparty being BOA Merrill Lynch: A) $87,425,000, receiving variable rate, paying fixed rate, scheduled termination date 1/1/2028 (actual term 2.8 years). B) $87,425,000, receiving variable rate, paying fixed rate, scheduled termination date 1/1/2028 (actual term 2.8 years). C) $80,945,000, receiving variable rate, paying fixed rate, scheduled termination date 1/1/2018 (scheduled term 12.4 years).
Part IV, Line 3e, Column (B):   Swaps A and B were terminated on May 28, 2008. Swap C remains open.
Part I, Column (e) and Part II, Line 3:   Differences between the issue price shown on Part I, column (e) and total proceeds shown on Part II, line 3 are due to investment earnings.
Part IV, Line 2, Column (b)   Series 2005 A and Series 2005 B were converted to fixed rate on April 14, 2008. Series 2005 E was refunded on April 24, 2010.
Schedule K (Form 990) 2010

Additional Data


Software ID:  
Software Version:  

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V lines 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBulletSee separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
Alexian Brothers Health System
 
Employer identification number

36-3260495
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501 (c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Description of transaction (c) Corrected?
Yes No





2
Enter the amount of tax imposed on the organization managers or disqualified persons during the year under section 4958. ......................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 26, or Form 990-EZ, Part V, line 38a.
(a) Name of interested person and purpose (b) Loan to or from the organization? (c)Original principal amount (d)Balance due (e) In default? (f) Approved by board or committee? (g)Written agreement?
To From Yes No Yes No Yes No
(1) Jean Justie
 
Split dollar life insurance 		  X 48,432 48,432   No Yes   Yes  
(2) Mark Frey
 
Split dollar life insurance 		  X 214,723 214,723   No Yes   Yes  
(3) Dean Grant
 
Split dollar life insurance 		  X 367,184 367,184   No Yes   Yes  
(4) Jim Lewandowski
 
Split dollar life insurance 		  X 74,021 74,021   No Yes   Yes  
(5) Gary Breuer
 
Split dollar life insurance 		  X 47,540 47,540   No Yes   Yes  
(6) Tracy Rogers
 
Split dollar life insurance 		  X 57,306 57,306   No Yes   Yes  
(7) James Sances
 
Split dollar life insurance 		  X 45,192 45,192   No Yes   Yes  
(8) MA Magnifico
 
Split dollar life insurance 		  X 99,883 99,883   No Yes   Yes  
(9) Peg Wendell
 
Split dollar life insurance 		  X 9,099 9,099   No Yes   Yes  
(10) Melanie Furlan
 
Split dollar life insurance 		  X 36,826 36,826   No Yes   Yes  
Total ...............Small Bullet $ 1,000,206
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b)Relationship between interested person and the organization (c)Amount of grant or type of assistance
For Privacy Act and Paperwork Reduction Act Notice, see the
Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2010
Schedule L (Form 990 or 990-EZ) 2010
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
Alexian Brothers Health System
 
Employer identification number

36-3260495
Identifier Return Reference Explanation
Form 990, Part VI, Section A, line 6   There is one class of member, Alexian Brothers of America, Inc. (the "Institute Member").
Form 990, Part VI, Section A, line 7a   Alexian Brothers of America, Inc. has the authority to appoint and remove Directors and Executive Officers of Alexian Brothers Health System.
Form 990, Part VI, Section A, line 7b   Alexian Brothers of America, Inc. has all powers which can be vested in members of a corporation under Statute, including, without limitation, the powers set forth below and elsewhere in the Bylaws: - Appointment and removal of members of the Board and Executive Officers; - Adoption, amendment and repeal of fundamental statements of mission, philosophy, values and charity policy of ABHS and its subsidiaries; - Adoption, amendment or repeal of Bylaws and approval of plans of merger, consolidation, dissolution or sale of substantially all assets and amendment of the Articles of Incorporation of ABHS; and - Approval of the adoption or material amendment of a strategic plan and an annual Capital and Operating Budget of ABHS; - Other certain reserved powers which Alexian Brothers of America, Inc. may designate. Alexian Brothers of America, Inc. may require any actions by the Board of Governors, Officers or other agencies of ABHS which may deem appropriate in furtherance of its determinations with respect to the foregoing categories of matters.
Form 990, Part VI, Section B, line 11   ABHS is a Catholic health system. ABHS is the National Member and ultimate parent for each entity within the System. ABHS's Form 990 goes through an intensive review process at the System's Corporate level prior to being filed with the IRS. The entire Form 990 is reviewed by ABHS's financial officer and the CEO. The Form 990 is also reviewed at the System Corporate level by the Chief Accounting Officer for ABHS. The Vice President and General Counsel for the System review all sections of the Form 990 with the exception of the compensation section. The Vice President of Human Resources for ABHS reviews all compensation disclosures for each entity in ABHS. These reviews were conducted before the Form 990 was signed and filed with the IRS. In addition, there is also a Compensation Committee that reports to the ABHS Board of Governors. This Committee reviews the Compensation disclosures for all entities in the System. The ABHS Board of Governors has ultimate oversight of the activities of all entities within the System. The Audit Committee of the ABHS Board of Governors has responsibility for and oversight of the Tax Compliance process. The Audit Committee provides oversight for the Form 990 process for the entire System and reviews detailed Forms 990 for the System on a rotating basis. It then reports back to the ABHS Board of Governors on the results of these activities. The Forms 990 not reviewed by the Audit Committee are available to the Audit Committee members upon request. The Audit Committee did review the 2010 Form 990 for ABHS.
  Form 990, Part VI, Section B, line 12c ABHS collects annual attestations from board members, officers, directors and key employees. The attestations are reviewed by the System's Vice President of Compliance and Internal Audit and any conflicts are shared with the ABHS Chief Executive Officer. The Audit Committee of the ABHS Board of Governors monitors and receives reports on the completion of this process.
  Form 990, Part VI, Section B, line 15 ABHS follows the requirements set forth in the IRS rebuttable presumption of reasonableness in determining compensation of the CEO and other officers and executives of the Corporation. This function is performed by the Compensation Committee of the Board of Governors of ABHS, which is composed of independent board members. The process includes review of comparability data, retention of an outside compensation consultant, and contemporaneous substantiation of the deliberation and decision through detailed minutes of the Compensation Committee.
  Form 990, Part VI, Section C, line 19 Alexian Brothers Health System's financial statements are available through the office of the Illinois Attorney General. Conflicts of Interest and Alexian Brothers Health System's governing documents are not made available to the public.
  Form 990, Part VII: Average hours devoted to related organizations when related compensation is reported: Officers for ABHS provide services to ABHS and its subsidiaries. With the exception of Mark Frey, who works 10 hours per week for ABHS and 30 hours per week for Alexian Brothers Hospital Network ("ABHN"), hours worked are not tracked on an entity by entity basis. Therefore all other officers, directors, trustees and key employees hours reported on Form 990, Part VII, Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employess, and Independent Contractors,represent aggregate hours worked per week for all related entities.
  Form 990, Part VII, Column E (Reasonable Efforts): Payroll records are kept that identify which officers/key employees are paid by a related entity. These documents also show the organization being charged for the officer's/key employee's services.
  Form 990, Part VIII, Line 3: The amount reflected as dividends and interest reflects ABHS's share of interest, dividends and realized gains/losses from ABHS's beneficial share in the Alexian Brothers Health System, Inc. Investment Trust (ABHSIT). ABHSIT is a related entity whose purpose is to pool the investments of the not-for-profit entities in ABHS and acts as an internal mutual fund investment. Details of gains and losses are shown on the Form 990 of ABHSIT.
Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Transfers to/from affiliates 25,542,001. Recognition of minimum pension liability 3,916,452. Transfer of depreciation from related entity 9,302,377. Unrealized gain 6,182,066. Foundation contributions -5,238,173. Prior period adjustments 51,068. Total to Form 990, Part XI, Line 5: 39,755,791.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
Alexian Brothers Health System
 
Employer identification number

36-3260495
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income
(e)
End-of-year assets


 		(f)
Direct controlling
entity

















Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled organization
Yes No
(1) Alexian Brothers of America Inc

3040 W Salt Creek Lane

Arlington Heights,IL600051069
36-2606768 		Religious order of Roman Catholic men TX Section 501(c)(3) 1 N/A
 
No
(2) Brothers of St Alexius Health and Welfare Fund Inc

3040 W Salt Creek Lane

Arlington Heights,IL600051069
36-2976617 		Provides for health & welfare payments for religious sponsor TX Section 501(c)(3) 1 Alexian Brothers of America Inc
 
Yes
 
(3) Alexian Brothers Bonaventure House

825 Wellington Ave

Chicago,IL606570000
36-3527899 		Housing and supportive care services for persons with HIV/AIDS IL Section 501(c)(3) 9 Alexian Brothers of America Inc
 
Yes
 
(4) Alexian Brothers Health System Inc Investment Trust

3040 W Salt Creek Lane

Arlington Heights,IL600051069
36-3801585 		Manages pooled investments of related not-for-profit entities IL Section 501(c)(3) 11, III-FI Alexian Brothers Health System
 
Yes
 
(5) Alexian Brothers of America Investment Trust

3040 W Salt Creek Lane

Arlington Heights,IL600051069
36-4390471 		Manages pooled investments of related not-for-profit entities IL Section 501(c)(3) 11, III-FI Alexian Brothers of America Inc
 
Yes
 
(6) The Alexian Brothers Hospital School of Nurses

3040 W Salt Creek Lane

Arlington Heights,IL600051069
 Inactive Corporation IL Section 501(c)(3) 9 Alexian Brothers of America Inc
 
Yes
 
(7) Alexian Brothers of Chicago

3040 W Salt Creek Lane

Arlington Heights,IL600051069
 Inactive Corporation IL Section 501(c)(3) 9 Alexian Brothers of America Inc
 
Yes
 
(8) Alexian Brothers of San Jose Inc

3040 W Salt Creek Lane

Arlington Heights,IL600051069
94-1530037 		Acute care hospital (sold in 1998) TX Section 501(c)(3) 3 Alexian Brothers Health System
 
Yes
 
(9) Alexian Brothers Services Inc

3040 W Salt Creek Lane

Arlington Heights,IL600051069
43-1295333 		HUD housing MO Section 501(c)(3) 9 Alexian Brothers Health System
 
Yes
 
(10) Alexian Village of Milwaukee Inc

9301 N 76th Street

Milwaukee,WI532230000
39-1351584 		Continuing care retirement community WI Section 501(c)(3) 9 Alexian Brothers Health System
 
Yes
 
(11) Alexian Brothers Community Services

425 Cumberland Street Suite 110

Chattanooga,TN374040000
36-4344423 		Provides comprehensive & coordinated community based services IL Section 501(c)(3) 9 Alexian Brothers Health System
 
Yes
 
(12) Alexian Brothers Senior Neighbors

250 East 10th Street

Chattanooga,TN374020000
62-0646376 		Supports the provision of community services for senior citizens TN Section 501(c)(3) 7 Alexian Brothers Health System
 
Yes
 
(13) Alexian Village of Tennessee

437 Alexian Way

Signal Mountain,TN373770000
62-1136742 		Continuing care retirement community TN Section 501(c)(3) 9 Alexian Brothers Health System
 
Yes
 
(14) Alexian Brothers Senior Ministries

3040 W Salt Creek Lane

Arlington Heights,IL600051069
36-4484290 		Supports the provision of healthcare services for related corporations IL Section 501(c)(3) 11, III-FI Alexian Brothers Health System
 
Yes
 
(15) Alexian Elderly Services Inc

3040 W Salt Creek Lane

Arlington Heights,IL600051069
39-2039667 		Community outreach WI Section 501(c)(3) 9 Alexian Brothers Health System
 
Yes
 
(16) Alexian Brothers Lansdowne Village

4624 Lansdowne

St Louis,MO631160000
43-1470362 		Skilled nursing facility MO Section 501(c)(3) 9 Alexian Brothers Health System
 
Yes
 
(17) Alexian Brothers Sherbrooke Village

4005 Ripa Avenue

St Louis,MO631250000
43-1592502 		Skilled nursing facility MO Section 501(c)(3) 9 Alexian Brothers Health System
 
Yes
 
(18) Alexian Brothers of St Louis Inc

3040 W Salt Creek Lane

Arlington Heights,IL600051069
43-0653236 		Acute care hospital (sponsorship transferred in 1997) MO Section 501(c)(3) 3 Alexian Brothers Health System
 
Yes
 
(19) Alexian Brothers Medical Center

800 Biesterfield Road

Elk Grove Village,IL60007
36-2596381 		Acute care hospital TX Section 501(c)(3) 3 Alexian Brothers Health System
 
Yes
 
(20) Savelli Properties Inc

3040 W Salt Creek Lane

Arlington Heights,IL600051069
36-3308965 		Owns or leases properties where healthcare services are delivered IL Section 501(c)(2) N/A Alexian Brothers Health System
 
Yes
 
(21) Alexian Brothers Center for Mental Health

3350 W Salt Creek Lane

Arlington Heights,IL600051069
36-3045007 		Outpatient community mental health services IL Section 501(c)(3) 7 Alexian Brothers Health System
 
Yes
 
(22) Alexian Brothers Behavioral Health Hospital

1650 Moon Lake Blvd

Hoffman Estates,IL601940000
36-4251848 		Behavioral health hospital IL Section 501(c)(3) 3 Alexian Brothers Health System
 
Yes
 
(23) St Alexius Medical Center

1555 Barrington Road

Hoffman Estates,IL601940000
36-4251846 		Acute care hospital IL Section 501(c)(3) 3 Alexian Brothers Health System
 
Yes
 
(24) Alexian Brothers Ambulatory Group

3040 W Salt Creek Lane

Arlington Heights,IL600051069
36-4336931 		Physician Services IL Section 501(c)(3) 3 Alexian Brothers Health System
 
Yes
 
(25) Chicago Catholic Healthcare System Inc

3040 W Salt Creek Lane

Arlington Heights,IL600051069
36-3693486 		Inactive Corporation IL Section 501(c)(3) 9 Alexian Brothers Hospital Network
 
Yes
 
(26) Alexian Brothers Hospital Network

3040 W Salt Creek Lane

Arlington Heights,IL600051069
36-3276552 		Supports the provision of healthcare services for related corporations IL Section 501(c)(3) 11, III-FI Alexian Brothers Health System
 
Yes
 
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) Alexian Rehabilitation Services LLC

935 Beisner Road
Elk Grove Village,IL600070000
30-0221481 		Rehabilitation hospital IL N/A
 N/A       No     No  
(2) Illinois NeuroMeg Center LLC

3040 W Salt Creek Lane
Arlington Heights,IL600051069
87-0783164 		Provision of NeuroMeg services IL N/A
 N/A       No     No  
(3) Elk Grove MOB Limited Partnership

3040 W Salt Creek Lane
Arlington Heights,IL600051069
36-3853289 		Medical office building IL N/A
 N/A       No     No  
(4) Workplace Solutions LLC

1100 E Woodfield Road
Schaumburg,IL60173
36-4095007 		Provision of EAP services IL N/A
 N/A       No     No  
(5) Bonaventure Medical Fnd LLC

3040 W Salt Creek Lane
Arlington Heights,IL60005
36-3978153 		Manages managed care contracts DE Alexian Brothers Health System
  		Related   -6,798,458   No   Yes    
(6) Neurosciences Equipment LLC

3040 W Salt Creek Lane
Arlington Heights,IL600051069
86-1115516 		Ownership of Gamma Knife IL N/A
 N/A       No     No  
(7) Alexian Cardio Institute Equipment LLC

3040 W Salt Creek Lane
Arlington Heights,IL60005
30-0307978 		Lease and sub-lease of 64-slice CT equipment IL N/A
 N/A       No     No  
(8) St Alexius Center for Sleep Health LLC

665 W North Avenue
Lombard,IL601480000
20-5876371 		Operation of sleep labs IL N/A
 N/A       No     No  
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of related organization



 		(b)
Primary activity



 		(c)
Legal domicile
(state or
foreign
country)
 		(d)
Direct controlling
entity


 		(e)
Type of entity
(C corp, S corp,
or trust)

 		(f)
Share of total income



 		(g)
Share of
end-of-year
assets

 		(h)
Percentage
ownership
(1) Thelen Corporation
3040 W Salt Creek Lane
Arlington Heights,IL60005
36-3266316 		Owns/leases property; joint venture partner IL N/A
 C      
(2) Edessa Insurance Company Ltd
3040 W Salt Creek Lane
Arlington Heights,IL60005
 Captive insurer located in Bermuda BD N/A
 C      
(3) Alexian Village of Elk Grove
3040 W Salt Creek Lane
Arlington Heights,IL60005
35-2211303 		Tax credit financed housing IL Alexian Brothers Health System
  		C -2 615,958 100.000 %
(4) Alexian Brothers Health Providers Association Inc
3040 W Salt Creek Lane
Arlington Heights,IL60005
36-3853286 		Messenger model IPA IL Alexian Brothers Health System
  		C -21,000 836,927 100.000 %
(5) Alexian Brothers Corpus Christi Housing Project LLC
3040 W Salt Creek Lane
Arlington Heights,IL60005
94-3465394 		Tax credit financed housing IL N/A
 C      




Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
Yes
 
b Gift, grant, or capital contribution to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
Yes
 
j Lease of facilities, equipment, or other assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
Yes
 
k Performance of services or membership or fundraising solicitations for other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations by other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Sharing of facilities, equipment, mailing lists, or other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of paid employees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Reimbursement paid to other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid by other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Other transfer of cash or property to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type(a-r) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) Alexian Brothers Hospital Network

 A 66,415 Fair Market Value
(2) Alexian Brothers Medical Center

 A 64,695 Fair Market Value
(3) Alexian Brothers Behavioral Health Hospital

 A 566,770 Fair Market Value
(4) Alexian Brothers of America

 I 3,104,040 Fair Market Value
(5) Alexian Brothers Medical Center

 J 245,652 Fair Market Value
(6) St Alexius Medical Center

 J 348,948 Fair Market Value
(7) Alexian Brothers Behavioral Health Hospital

 J 82,812 Fair Market Value
(8) Alexian Brothers Hospital Network

 J 2,243,376 Fair Market Value
(9) Alexian Brothers Ambulatory Group

 J 136,836 Fair Market Value
(10) St Alexius Medical Center

 Q 3,854,132 Fair Market Value
(11) Alexian Brothers Ambulatory Group

 Q 9,388,000 Fair Market Value
(12) Alexian Brothers Medical Center

 P 18,734,154 Fair Market Value
(13) St Alexius Medical Center

 P 11,676,200 Fair Market Value
(14) Alexian Brothers Behavioral Health Hospital

 P 2,676,577 Fair Market Value
(15) Alexian Brothers Center for Mental Health

 P 61,812 Fair Market Value
(16) Alexian Brothers Ambulatory Group

 P 1,383,132 Fair Market Value
(17) Alexian Village of Tennessee

 P 627,540 Fair Market Value
(18) Alexian Village of Milwaukee Inc

 P 735,758 Fair Market Value
(19) Alexian Brothers Lansdowne Village

 P 466,353 Fair Market Value
(20) Alexian Brothers Sherbrooke Village

 P 445,414 Fair Market Value
(21) Alexian Brothers Community Services

 P 1,168,423 Fair Market Value
(22) Alexian Brothers Medical Center

 R 26,695,531 Fair Market Value
(23) St Alexius Medical Center

 R 21,894,960 Fair Market Value
(24) Alexian Brothers Behavioral Health Hospital

 R 1,463,755 Fair Market Value
(25) Alexian Brothers Health System Inc Investment Trust

 P 711,352 Fair Market Value
(26) Alexian Brothers of San Jose Inc

 O 557,867 Fair Market Value
(27) Alexian Brothers of St Louis Inc

 O 74,635 Fair Market Value
(28) Alexian Brothers Hospital Network

 P 48,199,592 Fair Market Value
(29) Alexian Brothers Medical Center

 O 78,249,183 Fair Market Value
(30) Alexian Rehabilitation Services LLC

 P 3,027,220 Fair Market Value
(31) St Alexius Medical Center

 O 56,345,763 Fair Market Value
(32) St Alexius Medical Center (SAMC Doctor's Office Building)

 P 469,230 Fair Market Value
(33) Alexian Brothers Behavioral Health Hospital

 O 8,190,578 Fair Market Value
(34) Bonaventure Medical Foundation LLC

 O 51,946 Fair Market Value
(35) Thelen Corporation

 O 324,759 Fair Market Value
(36) Savelli Properties Inc

 O 343,623 Fair Market Value
(37) Alexian Brothers Center for Mental Health

 P 100,032 Fair Market Value
(38) Alexian Brothers Ambulatory Group

 P 6,268,789 Fair Market Value
(39) Elk Grove MOB Limited Partnership

 P 123,161 Fair Market Value
(40) Illinois NeuroMeg Center LLC

 P 76,747 Fair Market Value
(41) Alexian Brothers Bonaventure House

 P 141,488 Fair Market Value
(42) Alexian Village of Tennessee

 O 527,732 Fair Market Value
(43) Alexian Village of Milwaukee Inc

 O 760,238 Fair Market Value
(44) Alexian Brothers Lansdowne Village

 O 475,771 Fair Market Value
(45) Alexian Brothers Sherbrooke Village

 O 488,726 Fair Market Value
(46) Alexian Brothers Community Services

 O 1,131,060 Fair Market Value
(47) Alexian Brothers Bettendorf Place LLC

 O 144,694 Fair Market Value
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Are all
partners
section
501(c)(3)
organizations? 		(e)
Share of
end-of-year
assets 		(f)
Disproprtionate allocations? 		(g)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065) 		(h)
General or
managing
partner?
Yes No Yes No Yes No






























Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
Additional Data


Software ID:  
Software Version: