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
CAREALLIANCE HEALTH SERVICES
 
Doing Business As
ROPER ST FRANCIS HEALTHCARE
 
Number and street (or P.O. box if mail is not delivered to street address)
315 CALHOUN STREET NO 107
 
Room/suite
City or town, state or country, and ZIP + 4
CHARLESTON, SC29401
D Employer identification number

57-0831165
E Telephone number

G Gross receipts $ 86,445,611
F Name and address of principal officer:
DAVID L DUNLAP
315 CALHOUN STREET NO 107
CHARLESTON,SC29401
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.ROPERSAINTFRANCIS.COM
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 MediumBullet  
K Form of organization:
 
L Year of formation: 1998
M State of legal domicile: SC
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: MANAGEMENT AND OVERSIGHT OF RELATED NONPROFIT HOSPITAL AND HEALTHCARE SUBSIDIARIES
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) .... 3 13
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 7
5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) ... 5 667
6 Total number of volunteers (estimate if necessary) .... 6 129
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 103,033
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b 11,508
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 4,364,739 8,552,512
9 Program service revenue (Part VIII, line 2g) ......... 53,763,719 70,630,315
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 2,386,762 6,117,290
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 806,293 921,805
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 61,321,513 86,221,922
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 534,934 552,326
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) 31,271,916 38,995,116
16a Professional fundraising fees (Part IX, column (A), line 11e).... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 59,079,041 61,051,552
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 90,885,891 100,598,994
19 Revenue less expenses. Subtract line 18 from line 12...... -29,564,378 -14,377,072
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 342,689,101 276,329,101
21 Total liabilities (Part X, line 26)............ 712,527,060 673,040,153
22 Net assets or fund balances. Subtract line 21 from line 20 ..... -369,837,959 -396,711,052
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: HEALING ALL PEOPLE WITH COMPASSION, FAITH, AND EXCELLENCE.
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 $ 59,568,271 including grants of $ 552,326 ) (Revenue $ 70,630,315 )
DURING 2010, ROPER ST. FRANCIS HEALTHCARE GAVE BACK APPROXIMATELY $47.3 MILLION IN COMMUNITY BENEFIT. THIS BENEFIT COMES IN MANY FORMS, INCLUDING CHARITY CARE, SPONSORSHIPS AND NUMEROUS COMMUNITY OUTREACH PROGRAMS. HIGHLIGHTS OF ROPER ST. FRANCIS HEALTHCARE'S EXTRAORDINARY YEAR INCLUDE: GIVING $ 479,905 IN SPONSORSHIP DOLLARS TO LOCAL ORGANIZATIONS WHO SUPPORT THE OVERALL HEATH OF OUR COMMUNITY; 16,652 MEALS CREATED BY ROPER ST. FRANCIS KITCHENS AND DISTRIBUTED TO OUR COMMUNITY THROUGH MEALS ON WHEELS; 110 LAB TESTS FOR THE HOMELESS WHO STAY AT THE CRISIS MINISTRIES CLINIC; 14,198 MEALS PROVIDED BY THE LOWCOUNTRY FOOD BANK FROM ROPER ST. FRANCIS FOOD DRIVES AND FINANCIAL SUPPORT; 469 HIV-POSITIVE RESIDENTS BROUGHT INTO CARE THROUGH FEDERAL AND FOUNDATION GRANTS TO THE ROPER ST. FRANCIS FOUNDATION; AND AN 80 PERCENT REDUCTION IN WATER-BORNE ILLNESSES IN CHILDREN SINCE THE EMPLOYEE-FUNDED WATER TREATMENT SYSTEM SENT TO KENYA WAS PUT IN PLACE. IN ADDITION TO THOSE INITIATIVES, ROPER ST. FRANCIS HEALTHCARE CONTRIBUTED $506,497 TO THE LOCAL TRIDENT UNITED WAY ORGANIZATION, THUS SHATTERING THE RECORD AMOUNT GIVEN TO THE TRIDENT UNITED WAY BY EMPLOYEES FROM A LOWCOUNTRY COMPANY.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
PLEASE SEE THE DETAILED EXPLANATION OF PROGRAM SERVICE ACCOMPLISHMENTS ON SCHEDULE O. PLEASE VISIT OUR WEBSITE FOR A DETAILED COMMUNITY BENEFIT REPORT AT: HTTP://WWW.ROPERSAINTFRANCIS.COM/ABOUT_US/MISSION_AND_COMMUNITY_ACTIVITIES/ANNUALREPORT.ASPX.
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$ 59,568,271
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 IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part IIClick to see attachment.........................
4
Yes
 
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
 
No
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
 
No
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
 
No
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.. Click to see attachment
21
Yes
 
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..... Click to see attachment
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 attachment
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......
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................
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...........................
26
 
No
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...............
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 .........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV...................
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..
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
 
No
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
881
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
667
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
 
 
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
13
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
7
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
Yes
 
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
Yes
 
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
SC
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
THE FINANCE DEPARTMENT
315 CALHOUN STREET 107
CHARLESTON,SC29401
(843) 789-1704
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) JOHN M JORDAN
CHAIR
 1.00 X   X       0 289,925 51,575
(2) W BLOUNT ELLISON
VICE CHAIR
 1.00 X   X       0 0 0
(3) SIS PATRICIA A ECK CBS
BOARD MEMBER (UNTIL JUNE 2010)
 1.00 X           0 0 0
(4) RICHARD STATUTO
BOARD MEMBER
 1.00 X           0 0 0
(5) MICHAEL C TARWATER
BOARD MEMBER
 1.00 X           0 0 0
(6) G FREDERICK WORSHAM MD
BOARD MEMBER
 1.00 X           0 0 0
(7) PERRY KEITH WARING
BOARD MEMBER
 1.00 X           0 0 0
(8) BRANTLEY D THOMAS PHD
BOARD MEMBER
 1.00 X           0 0 0
(9) SISTER ANNE LUTZ
BOARD MEMBER
 1.00 X           0 0 0
(10) DAVID M ELLISON MD
BOARD MEMBER (SEE SCH O)
 1.00 X           0 23,813 0
(11) KATHERINE DUFFY PHD
BOARD MEMBER
 1.00 X           0 0 0
(12) JULIUS R IVESTER MD
BOARD MEMBER
 1.00 X           0 0 0
(13) ALISON E DILLON MD
BOARD MEMBER (SEE SCH O)
 1.00 X           0 12,000 0
(14) ANGRESS WALKER
BOARD MEMBER
 1.00 X           0 0 0
(15) DAVID DUNLAP
PRESIDENT & CEO OF CAHS
 50.00     X       1,439,245 0 319,287
(16) MATTHEW J SEVERANCE
SVP OPS. / SECRETARY
 1.00     X       0 627,104 213,613
(17) BRET JOHNSON
CFO & SVP / TREASURER
 50.00     X       563,160 0 200,812
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) STEVEN D SHAPIRO
CMO & VP MED AFFIARS
 50.00     X       526,921 0 142,758
(19) ALLEN CARROLL
SVP OF OPERATIONS
 1.00     X       0 525,356 178,850
(20) JOHN SULLIVAN
VP OPERATIONS
 50.00     X       0 398,274 143,132
(21) DOUGLAS W BOWLING
CSO & VP
 50.00     X       443,797 0 136,438
(22) MICHAEL TAYLOR
CIO & VP
 50.00     X       372,551 0 100,965
(23) H DOUGLAS HARRISON
VP HUMAN RESOURCES
 50.00     X       398,399 0 97,367
(24) GREGORY T EDWARDS
VP & GENERAL COUNSEL
 50.00     X       333,952 0 113,262
(25) ELLEN BROWN
VP MGD CARE & BUS RELATION
 50.00     X       284,893 0 94,411
(26) LISA IRVIN
VP NURSING/SR NURSE EXECUT
 1.00     X       0 279,465 83,939
(27) FATHER TERENCE K FLEMING
VP MISSION
 50.00     X       258,280 0 74,997
(28) PENNIE L PERALTA
VP NURSING/SR NURSE EXECUT
 1.00     X       0 236,699 75,265
(29) DIANA TOPJIAN
VP NURSING/SR NURSE EXEC MPH
 1.00     X       0 88,026 15,037
(30) TATE BOMBARD
DIR OF LEGAL SERVICES
 50.00     X       115,712 0 5,415
(31) PETER DINICOLA
DIR OF PLANT ENGINEERING
 50.00         X   206,746 0 15,525
(32) CHRISTOPHER GLENN
DIR OF FINANCE
 50.00         X   171,634 0 32,299
(33) FRANCIS WYCKOFF JR
DIR OF PHARMACY
 12.20         X   48,647 150,720 38,175
(34) BOBBIE JO MANER
DIR PFS ADMINISTRATION
 50.00         X   168,175 0 17,104
(35) RONALD ROY
DIR OF SUPPORT SERVICES
 1.00         X   0 171,403 27,185
(36) STEPHANIE TUCKER
DIR OF PROP. MGMT (FORMER KEY EMPLOYEE)
 50.00           X 157,638 0 42,685
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 5,489,750 2,802,785 2,220,096
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet44
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
Yes
 
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
MCKESSON INFORMATION SOLUTIONS
PO BOX 98347
CHICAGO,IL60693 		MAINTENANCE & INFO TECH SERVICES 26,327,452
CAROLINAS HEALTHCARE SYSTEMS
PO BOX 32861
CHARLOTTE,NC28232 		MANAGEMENT COMPANY 7,063,584
ECLINICAL WORKS LLC
PO BOX 847950
BOSTON,MA02284 		INFO TECH SERVICES 2,725,000
CREDIT ADJUSTMENT BUREAU
PO BOX 62889
NORTH CHARLESTON,SC29419 		COLLECTION SERVICES 2,425,483
WELLS FARGO INSURANCE SERVICES
PO BOX 601321
CHARLOTTE,NC28260 		PROPERTY INSURANCE 2,067,320
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization MediumBullet54
Form 990 (2010)
Form 990 (2010)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, gifts, grants and other similar amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d 8,518,280
e Government grants (contributions)1e 20,000
f All other contributions, gifts, grants, and
similar amounts not included above1f 		14,232
g Noncash contributions included in lines 1a-1f:$ 1,880
h Total. Add lines 1a-1f.......MediumBullet 8,552,512
Program Service Revenue Business Code
2a NETWORK FEES 900,099 70,176,626 70,176,626    
b MEDSHARE REVENUE 621,110 247,692 247,692    
c SENIOR CENTER REVENUE 531,390 205,997 205,997    
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 70,630,315
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 2,360,279     2,360,279
4 Income from investment of tax-exempt bond proceeds..MediumBullet 596,343     596,343
5 Royalties............MediumBullet        
(i) Real (ii) Personal
6a Gross Rents 391,334  
b Less: rental expenses 223,689  
c Rental income or (loss) 167,645  
d Net rental income or (loss).......MediumBullet 167,645   5,268 162,377
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 3,160,668  
b Less: cost or other basis and sales expenses    
c Gain or (loss) 3,160,668  
d Net gain or (loss)..........MediumBullet 3,160,668     3,160,668
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
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 DAYCARE REVENUES 624,410 570,360     570,360
b OTHER INCOME 900,099 183,800   97,765 86,035
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet 754,160
12 Total revenue. See Instructions....MediumBullet 86,221,922 70,630,315 103,033 6,936,062
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 21 552,326 552,326
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 .... 4,736,910   4,736,910  
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 21,726,717 6,105,305 15,621,412  
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .... 8,719,306 6,358,511 2,360,795  
9 Other employee benefits .......        
10 Payroll taxes ........... 3,812,183 879,492 2,932,691  
11 Fees for services (non-employees):        
a Management ...... 7,188,354 7,188,354    
b Legal ......... 1,472,341   1,472,341  
c Accounting ........... 316,983   316,983  
d Lobbying ........... 44,666   44,666  
e Professional fundraising. See Part IV, line 17..    
f Investment management fees ...... 685,477   685,477  
g Other .......... 8,879,876 4,961,773 3,918,103  
12 Advertising and promotion .... 3,562,402 2,849,922 712,480  
13 Office expenses ....... 12,752,435 9,312,152 3,440,283  
14 Information technology ...... 99,412   99,412  
15 Royalties ..        
16 Occupancy ........... 1,182,719 946,175 236,544  
17 Travel ............ 152,765   152,765  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 394,222   394,222  
20 Interest ........... 12,641,280 12,641,280    
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 8,451,976 5,945,446 2,506,530  
23 Insurance .............. 1,844,781 1,475,825 368,956  
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 OTHER EXPENSES 1,286,036 257,207 1,028,829  
b MEDICAL SUPPLIES 94,503 94,503    
c UBI TAX 1,324   1,324  
d
e
f All other expenses        
25 Total functional expenses. Add lines 1 through 24f 100,598,994 59,568,271 41,030,723 0
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 .......... 25,477,575 1 29,432,647
2 Savings and temporary cash investments .......   2 3,092,950
3 Pledges and grants receivable, net .........   3  
4 Accounts receivable, net ......... 598,012 4  
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..........   5  
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 .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges ............ 2,562,141 9 2,673,784
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 116,276,325
b Less: accumulated depreciation. ..... 10b 62,774,079 39,771,692 10c 53,502,246
11 Investments—publicly traded securities .......... 155,299,720 11 171,155,392
12 Investments—other securities. See Part IV, line 11 ...... 75,743,751 12 644,252
13 Investments—program-related. See Part IV, line 11 .. 31,508,772 13  
14 Intangible assets ......... 10,322,490 14  
15 Other assets. See Part IV, line 11 ........... 1,404,948 15 15,827,830
16 Total assets. Add lines 1 through 15 (must equal line 34)... 342,689,101 16 276,329,101
Liabilities 17 Accounts payable and accrued expenses . 113,621,596 17 125,838,829
18 Grants payable ..........   18  
19 Deferred revenue .......... 1,800 19 900
20 Tax-exempt bond liabilities .......... 377,113,659 20 352,505,907
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 ..   23  
24 Unsecured notes and loans payable to unrelated third parties .... 6,380,865 24 8,295,959
25 Other liabilities. Complete Part X of Schedule D..... 215,409,140 25 186,398,558
26 Total liabilities. Add lines 17 through 25..... 712,527,060 26 673,040,153
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 ..... -370,337,959 27 -397,211,052
28 Temporarily restricted net assets .....   28  
29 Permanently restricted net assets ..... 500,000 29 500,000
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 ..... -369,837,959 33 -396,711,052
34 Total liabilities and net assets/fund balances ..... 342,689,101 34 276,329,101
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
86,221,922
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
100,598,994
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
-14,377,072
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
-369,837,959
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
-12,496,021
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
-396,711,052
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
CAREALLIANCE HEALTH SERVICES
 
Employer identification number

57-0831165
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)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
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
Total                  

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 (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
CAREALLIANCE HEALTH SERVICES
 
Employer identification number

57-0831165
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
CAREALLIANCE HEALTH SERVICES
  		Employer identification number

57-0831165
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
CAREALLIANCE HEALTH SERVICES
  		Employer identification number

57-0831165
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
CAREALLIANCE HEALTH SERVICES
  		Employer identification number

57-0831165
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 C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.
SchCMd Bullet Attach to Form 990 or Form 990-EZ. SchCMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
If the organization answered “Yes,” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered “Yes,” to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered “Yes,” to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35a (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
CAREALLIANCE HEALTH SERVICES
 
Employer identification number

57-0831165
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization's direct and indirect political campaign activities on behalf of or in opposition to candidates for public office in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c) except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt funtion activities ....................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Privacy Act and Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2010

Schedule C (Form 990 or 990-EZ) 2010
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check
B Check
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
Organization's
Totals 		(b) Affiliated Group
Totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
  If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:    
  Not over $500,00020% of the amount on line 1e.    
  Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.    
  Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.    
  Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.    
  Over $17,000,000$1,000,000.    
       
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
  Calendar year (or fiscal year
beginning in) 		(a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) Total
             
2a Lobbying non-taxable amount          
             
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		         
             
c Total lobbying expenditures          
             
d Grassroots non-taxable amount          
             
e Grassroots ceiling amount
(150% of line 2d, column (e))		          
             
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2010


Schedule C (Form 990 or 990-EZ) 2010
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
 
No
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
 
No
 
e
Publications, or published or broadcast statements? .......................
 
No
 
f
Grants to other organizations for lobbying purposes? .......................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
27,521
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? If "Yes," describe in Part IV ..........................
Yes
 
17,145
j
Total. lines 1c through 1i ...................................
44,666
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carryover lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) if BOTH Part III-A, lines 1 and 2 are answered “No” OR if Part III-A, line 3 is answered “Yes”.
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) non-deductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ...........................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; and Part ll-B, line 1i.
Also, complete this part for any additional information.
Identifier Return Reference Explanation
EXPLANATION OF OTHER LOBBYING ACTIVITIES: PART II-B, LINE 1I: THE TOTAL EXPENSES DIRECTED FOR LOBBYING OF THE SC GENERAL ASSEMBLY ON ANY AND ALL LEGISLATIVE, REGULATORY, OR GUBERNATORIAL ACTION AS IT RELATES TO HEALTHCARE FOR 2010 WAS $27,521. THE ORGANIZATION IS A MEMBER OF THE SOUTH CAROLINA HOSPITAL ASSOCIATION (SCHA). THE SCHA ENGAGES IN LOBBYING EFFORTS ON BEHALF OF ITS MEMBERSHIP BODY, AND EACH YEAR A PORTION OF THE DUES PAID TO THE SCHA ARE ALLOCATED TOWARDS THOSE EFFORTS. FOR 2010, THE AMOUNT OF MEMBERSHIP DUES ALLOCATED TO LOBBYING WAS $ 15,645. THE ORGANIZATION ALSO PAID $ 1,500 TO SPONSOR THE HOSPITAL POLITICAL ACTION COMMITTEE GOLF TOURNAMENT.
Schedule C (Form 990 or 990EZ) 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
CAREALLIANCE HEALTH SERVICES
 
Employer identification number

57-0831165
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 ....      
b Contributions ........      
c Investment earnings or losses ...      
d Grants or scholarships .....      
e Other expenditures for facilities
and programs ........ 		     
f Administrative expenses ....      
g End of year balance ......      
2
Provide the estimated percentage of the year end balance held as:
a
Board designated or quasi-endowment: SchDMd Bullet  
b
Permanent endowment: SchDMd Bullet  
c
Term endowment: SchDMd Bullet  
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)
 
 
(ii) related organizations ........................
3a(ii)
 
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
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 .................   4,031,955 4,031,955
b Buildings ................   5,681,453 3,521,431 2,160,022
c Leasehold improvements ............   4,619,098 2,885,195 1,733,903
d Equipment ................   97,393,815 56,367,453 41,026,362
e Other .................   4,550,004   4,550,004
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet 53,502,246
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    
Other








Total. (Column (b) should equal Form 990, Part X, col.(B) line 12.)Small Bullet  
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) DEFERRED COMPENSATION ASSET 1,765,890
(2) OTHER RECEIVABLES 2,757,204
(3) NET BOND ISSUANCE COSTS 9,914,474
(4) OTHER ASSETS 1,390,262





Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 15,827,830
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Amount
Federal Income Taxes  
NET DUE TO AFFILIATES 172,218,079
INTEREST RATE SWAP LIABILITY 13,738,948
OTHER LIABILITIES 441,531






Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet 186,398,558
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 UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: CAREALLIANCE, ROPER HOSPITAL, ST.FRANCIS, MOUNT PLEASANT, THE FOUNDATION, AND PHYSICIAN PARTNERS ARE NOT-FOR-PROFIT ORGANIZATIONS AS DESCRIBED IN SECTION 501C3 OF THE INTERNAL REVENUE CODE AND ARE GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES. THE SURGERY CENTER AND NEUROSCIENCES MRI ARE LIMITED LIABILITY COMPANIES. UNDER CURRENT LAWS, INCOME OR LOSS OF LIMITED LIABILITY COMPANIES IS INCLUDED IN THE INCOME TAX RETURNS OF THE MEMBERS. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS MADE IN THE CONSOLIDATED FINANCIAL STATEMENTS. ALTHOUGH CAREALLIANCE IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES, IT EVALUATES WHETHER THERE ARE ANY UNCERTAIN TAX POSITIONS THAT FAIL TO MEET THE MORE-LIKELY-THAN-NOT THRESHOLD FOR RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS. UNCERTAIN TAX POSITIONS MAY INCLUDE THE CHARACTERISTICS OF INCOME, SUCH AS A CHARACTERIZATION OF INCOME AS PASSIVE, A DECISION TO EXCLUDE REPORTING TAXABLE INCOME IN A TAX RETURN, OR A DECISION TO CLASSIFY A TRANSACTION, ENTITY, OR OTHER POSITION IN A TAX RETURN AS TAX EXEMPT. THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION IS RECOGNIZED WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTIONS OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON TECHNICAL MERITS. CAREALLIANCE HAD NO UNRECOGNIZED TAX POSITIONS AS OF DECEMBER 31, 2010 AND 2009, AND DOES NOT EXPECT THAT UNRECOGNIZED TAX BENEFITS WILL MATERIALLY INCREASE WITHIN THE NEXT TWELVE MONTHS. TAX YEARS FROM 2007 THROUGH 2009 ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE TAXING AUTHORITIES, RESPECTIVELY. THERE ARE NO INCOME TAX EXAMINATIONS CURRENTLY IN PROCESS. INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, WOULD BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS AS INCOME TAX EXPENSE.
Schedule D (Form 990) 2010

Additional Data


Software ID:  
Software Version:  




Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
CAREALLIANCE HEALTH SERVICES
 
Employer identification number
57-0831165
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) AMERICAN CANCER SOCIETY5900 CORE ROAD SUITE 504
N CHARLESTON,SC29406 		58-0659875 501(C)(3) 25,000       SPONSORSHIP FOR RELAY FOR LIFE IN CHARLESTON & MONCKS CORNER
(2) AMERICAN HEART ASSOCIATION409 KING STREET
CHARLESTON,SC29403 		13-5613797 501(C)(3) 35,000       SPONSORSHIP DONATION FOR THE AMERICAN HEART ASSOCIATION'S FUND RAISING EVENTS
(3) BARRIER ISLAND FREE MEDICAL CLINIC3226 MAYBANK HIGHWAY SUITE A
JOHNS ISLAND,SC29455 		20-5628911 501(C)(3) 6,000       SPONSORSHIP DONATION TOWARDS FUNDRAISING EVENTS
(4) BLACK EXPO USA1806 WASHINGTON STREET
COLUMBIA,SC29201 		26-2031919 501(C)(4) 15,000       DONATION TO THE 2010 CHARLESTON BLACK EXPO
(5) CHARLESTON METRO CHAMBER OF COMMERCEPO BOX 975
CHARLESTON,SC29402 		57-0138852 501(C)(6) 16,250       VARIOUS LOCAL BUSINESS DEVELOPMENT INITIATIVES
(6) CHARLESTON REGIONAL DEVELOPMENT ALLIANCE5300 INTERNATIONAL BLVD STE 103-A
CHARLESTON,SC29418 		57-1015804 501(C)(6) 25,000       DUES TO REGIONAL DEVELOPMENT ALLIANCE
(7) CITY OF CHARLESTON OFFICE OF CULTURAL AFFAIRS180 MEETING STREET SUITE 200
CHARLESTON,SC29401 		57-6000226 501(C)(3) 8,000       DONATION TO 2010 PICCOLO SPOLETO FESTIVAL & MOJA FESTIVAL
(8) COLLEGE OF CHARLESTON66 GEORGE STREET
CHARLESTON,SC29424 		57-0640443 501(C)(3) 10,500       SPONSORSHIP DONATION
(9) CRISIS MINISTRIESP O BOX 20038
CHARLESTON,SC294130038 		57-0789483 501(C)(3) 38,494       DONATION TOWARDS THE TOTAL SALARY & BENEFITS FOR A FAMILY NURSE PRACTITIONER
(10) DRAGON BOAT CHARLESTON1643 SAVANNAH HWY 261
CHARLESTON,SC29407 		32-0253953 501(C)(3) 15,000       SPONSOR 2010 DRAGON BOAT FESTIVAL BENEFITTING LOCAL CANCER PROGRAMS
(11) EAST COOPER COMMUNITY OUTREACH1145 SIX MILE ROAD
MT PLEASANT,SC29466 		57-0939280 501(C)(3) 19,000       SPONSORSHIP OF 2010 PRESCRIPTION ASSISTANCE PROGRAM & ANNUAL FUNDRAISER
(12) EDUCATION FOUNDATIONPO BOX 975
CHARLESTON,SC29402 		57-0737326 501(C)(3) 15,000       SUPPORT OF THE EDUCATION FOUNDATION
(13) FAMILY CIRCLE CUP LLC161 SEVEN FARMS DRIVE
DANIEL ISLAND,SC29492 		42-0410230 501(C)(7) 25,795       SPONSORSHIP OF FAMILY CIRCLE CUP TENNIS TOURNAMENT
(14) FRANKLIN C FETTER FAMILY HEALTH CTR INC51 NASSAU ST
CHARLESTON,SC29403 		57-0604703 501(C)(3) 15,000       SPONSORSHIP TOWARDS SALARY OF AN INTERPRETER
(15) LEUKEMIA AND LYMPHOMA SOCIETY300 W COLEMAN BLVD STE 206
MT PLEASANT,SC29464 		13-5644916 501(C)(3) 6,000       SPONSORSHIP DONATION OF THE LIGHT THE NIGHT EVENT & TEAM IN TRAINING EVENTS
(16) MARCH OF DIMES1064 GARDNER RD STE 314
GREENVILLE,SC29407 		13-1846366 501(C)(3) 11,000       SPONSORSHIP DONATION
(17) RILEY INSTITUTE3300 POINSETT HWY
GREENVILLE,SC29613 		57-0314395 501(C)(3) 9,000       SPONSORSHIP DONATION TOWARDS DIVERSITY LEADERS INITIATIVE
(18) SUSAN G KOMEN RACE FOR THE CURE9300 MEDICAL PLAZA DR STE F N
CHARLESTON,SC29406 		75-2844655 501(C)(3) 10,000       SPONSORSHIP DONATION TOWARDS THE 2010 KOMEN LOWCOUNTRY RACE FOR THE CURE
(19) TRIDENT UNITED WAYP O BOX 63305
N CHARLESTON,SC29419 		57-0314378 501(C)(3) 26,000       BENEFACTOR PLEDGE AND SPONSORSHIP
(20) WATER MISSIONS INTERNATIONAL2049 SAVANNAH HWY
CHARLESTON,SC29407 		57-1116978 501(C)(3) 20,930       SUPPORT FOR HAITI AND GENERAL NEEDS
(21) WELVISTA INC2700 MIDDLEBURG DR
COLUMBIA,SC29204 		56-2034627 501(C)(3) 50,000       SPONSORSHIP DONATION OF PATIENT ADVOCACY PROGRAM
2
Enter total number of section 501(c)(3) and government organizations ......................... Bullet Image
17
3
Enter total number of other organizations ................................ . Bullet Image
4
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2010

Schedule I (Form 990) 2010
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance













Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE SPONSORSHIP COMMITTEE FOR ROPER ST. FRANCIS HEALTHCARE MEETS MONTHLY TO DISCUSS CHARITABLE GIVING IN THE COMMUNITY AND THE ORGANIZATION'S PLANS TO SPONSOR WORTHY COMMUNITY ACTIVITIES THAT PROMOTE HEALTHCARE. THE COMMITTEE IS COMPRISED OF THE CEO OF THE SYSTEM, THE HOSPITAL AND PHYSICIANS NETWORK CEOS, THE VP OF MISSION, AND THE DIRECTOR OF THE FOUNDATION. THE COMMITTEE'S GOALS ARE AS FOLLOWS: TO SUPPORT THE COMMUNITY THROUGH CHARITABLE GIVING AND SPONSORSHIPS THAT ARE CONSISTENT WITH OUR ORGANIZATION'S MISSION AND VALUES, TO ENHANCE THE HEALTH OF THOSE WHOM WE SERVE, TO MEET COMMUNITY NEEDS AND EXERCISE CARE OF THE RESOURCES ENTRUSTED TO ROPER ST. FRANCIS HEALTHCARE, AND TO FOCUS CHARITABLE GIVING AND SPONSORSHIPS ON THE MAJOR PUBLIC HEALTH NEEDS OF THE COMMUNITY.
Schedule I (Form 990) 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
CAREALLIANCE HEALTH SERVICES
 
Employer identification number

57-0831165
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
Yes
 
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
Yes
 
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
 
No
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
Yes
 
b
Any related organization? .........................
6b
Yes
 
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
Yes
 
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) JOHN M JORDAN (i)
(ii)		 0
254,925 		0
35,000 		0
0 		12,564
22,000 		17,011
0 		29,575
311,925 		0
0
(2) DAVID DUNLAP (i)
(ii)		 474,480
0 		357,193
0 		607,572
0 		291,001
0 		28,286
0 		1,758,532
0 		468,825
0
(3) MATTHEW J SEVERANCE (i)
(ii)		 0
376,867 		0
248,672 		0
1,565 		0
184,639 		0
28,974 		0
840,717 		0
0
(4) BRET JOHNSON (i)
(ii)		 271,352
0 		181,925
0 		109,883
0 		167,390
0 		33,422
0 		763,972
0 		65,987
0
(5) STEVEN D SHAPIRO (i)
(ii)		 335,914
0 		189,233
0 		1,774
0 		133,607
0 		9,151
0 		669,679
0 		0
0
(6) ALLEN CARROLL (i)
(ii)		 0
313,887 		0
210,964 		0
505 		0
156,185 		0
22,665 		0
704,206 		0
0
(7) JOHN SULLIVAN (i)
(ii)		 0
221,513 		0
147,737 		0
29,024 		0
122,170 		0
20,962 		0
541,406 		0
0
(8) DOUGLAS W BOWLING (i)
(ii)		 287,909
0 		155,073
0 		815
0 		119,220
0 		17,218
0 		580,235
0 		0
0
(9) MICHAEL TAYLOR (i)
(ii)		 237,177
0 		121,008
0 		14,366
0 		86,356
0 		14,609
0 		473,516
0 		0
0
(10) H DOUGLAS HARRISON (i)
(ii)		 225,524
0 		130,506
0 		42,369
0 		86,586
0 		10,781
0 		495,766
0 		36,246
0
(11) GREGORY T EDWARDS (i)
(ii)		 253,678
0 		79,591
0 		683
0 		89,837
0 		23,425
0 		447,214
0 		0
0
(12) ELLEN BROWN (i)
(ii)		 180,746
0 		98,512
0 		5,635
0 		70,119
0 		24,292
0 		379,304
0 		0
0
(13) LISA IRVIN (i)
(ii)		 0
182,524 		0
91,804 		0
5,137 		0
75,527 		0
8,412 		0
363,404 		0
0
(14) FATHER TERENCE K FLEMING (i)
(ii)		 163,353
0 		77,130
0 		17,797
0 		68,580
0 		6,417
0 		333,277
0 		10,290
0
(15) PENNIE L PERALTA (i)
(ii)		 0
153,036 		0
83,028 		0
635 		0
55,770 		0
19,495 		0
311,964 		0
0
(16) PETER DINICOLA (i)
(ii)		 176,189
0 		29,922
0 		635
0 		10,464
0 		5,061
0 		222,271
0 		0
0
(17) CHRISTOPHER GLENN (i)
(ii)		 146,980
0 		23,983
0 		671
0 		8,643
0 		23,656
0 		203,933
0 		0
0
(18) FRANCIS WYCKOFF JR (i)
(ii)		 41,043
127,167 		7,019
21,749 		585
1,804 		6,997
21,563 		2,356
7,259 		58,000
179,542 		0
0
(19) BOBBIE JO MANER (i)
(ii)		 137,132
0 		23,251
0 		7,792
0 		9,737
0 		7,367
0 		185,279
0 		0
0
(20) RONALD ROY (i)
(ii)		 0
141,066 		0
20,472 		0
9,865 		0
10,343 		0
16,842 		0
198,588 		0
0
(21) STEPHANIE TUCKER (i)
(ii)		 131,564
0 		23,251
0 		2,823
0 		25,879
0 		16,806
0 		200,323
0 		0
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
  PART I, LINE 1A THE ORGANIZATION PROVIDED REIMBURSEMENT FOR TAX PREPARATION SERVICES TO THE FOLLOWING INDIVIDUALS: STEVEN D. SHAPIRO H. DOUGLAS HARRISON ELLEN BROWN THE ORGANIZATION PROVIDED TAX GROSS-UP PAYMENTS FOR EMPLOYEE PERSONAL USE OF CELL PHONES FOR THE FOLLOWING: DOUGLAS BOWLING ELLEN BROWN PETER DINICOLA GREGORY EDWARDS FATHER TERENCE FLEMING CHRISTOPHER GLENN H. DOUGLAS HARRISON STEVEN SHAPIRO MICHAEL TAYLOR STEPHANIE TUCKER FRANCIS WYCKOFF
  PART I, LINE 4B THE FOLLOWING PARTICIPANTS RECEIVED COMPENSATION THROUGH A 457(F) PLAN: TERENCE FLEMING - 10,290 ELLEN BROWN - 11,400 DOUGLAS BOWLING - 19,710 H. DOUGLAS HARRISON - 50,046 MATTHEW SEVERANCE - 29,237 (FROM A RELATED ORGANIZATION) LISA IRVIN - 11,100 (FROM A RELATED ORGANIZATION) ALLEN CARROLL - 22,285 (FROM A RELATED ORGANIZATION) GREGORY EDWARDS - 16,362 PENNIE PERALTA - 9,600 (FROM A RELATED ORGANIZATION) STEVEN SHAPIRO - 24,087 MICHAEL TAYLOR - 14,400
  PART I, LINE 6 GOALS ARE DEVELOPED EACH YEAR TO SUPPORT THE ORGANIZATION'S STRATEGIC INITIATIVES FOR PEOPLE, QUALITY, FINANCIAL, GROWTH AND SERVICE. THE AD HOC COMPENSATION COMMITTEE APPROVES THE SYSTEM GOALS ANNUALLY AND REPORTS TO THE FULL BOARD OF DIRECTORS. PROGRESS ON EACH METRIC IS REPORTED TO THE BOARD EACH MONTH ON THE CORPORATE SCORECARD. AT YEAR END, THE AD HOC COMPENSATION COMMITTEE APPROVES THE FINAL SCORECARD NUMBER AND REPORTS RESULTS TO THE FULL BOARD. ANNUAL INCENTIVES FOR THE EXECUTIVES ARE BASED ON 60% ON THE CORPORATE SCORECARD AND 40% ON INDIVIDUAL PERFORMANCE. EXECUTIVES MAINTAIN AN INDIVIDUAL SCORECARD ON THE LEADER EVALUATION MANAGER AND DISCUSS RESULTS MONTHLY WITH THE PRESIDENT/CEO. THE PRESIDENT/CEO APPROVES THE INDIVIDUAL EXECUTIVE SCORECARD. SYSTEM VICE PRESIDENTS AND THE SYSTEM CEO ARE ELIGIBLE TO PARTICIPATE IN A LONG TERM INCENTIVE PLAN (LTIP). AN LTIP PLAN TYPICALLY TAKES PLACE OVER A THREE YEAR PERIOD AND DOES NOT VEST UNTIL THE END OF THE THIRD YEAR. TO RECEIVE PAYMENT, EXECUTIVES MUST STILL BE EMPLOYED BY THE SYSTEM AT THE END OF THE PLAN PERIOD. EACH LTIP PLAN HAS A FINANCIAL AND CLINICAL OBJECTIVE THAT IS ALIGNED WITH THE ORGANIZATIONS STRATEGIC GOALS. THRESHOLD, TARGET, AND MAXIMUM PERFORMANCE RANGES ARE ESTABLISHED FOR THESE OBJECTIVES AND ARE MEASURED BASED ON PERFORMANCE AGAINST SIMILAR ORGANIZATIONS OR COMPARED TO AN INTERNAL METRIC SUCH AS AN IMPROVEMENT OVER PRIOR PERFORMANCE. THESE TARGETS AND OBJECTIVES ARE APPROVED BY THE AD HOC COMPENSATION COMMITTEE. THE INCENTIVE IS EARNED BASED ON THE SATISFACTION OF THE THRESHOLD, TARGET, OR MAXIMUM PERFORMANCE RANGES. THE AD HOC COMPENSATION COMMITTEE ALSO APPROVES THE FINAL LTIP PERFORMANCE SCORE AND THE AMOUNT PAID TO EXECUTIVES UNDER THE PLAN. RESULTS ARE REPORTED TO THE FULL BOARD ANNUALLY.
  PART I, LINE 7 SEE THE RESPONSE TO LINE 6 ABOVE.
SUPPLEMENTAL INFORMATION PART III PART II, LINE 1: COMPENSATION FROM UNRELATED ORGANIZATIONS CAROLINAS HEALTHCARE SYSTEM PROVIDES THE COMPENSATION OF DAVID L. DUNLAP, CEO, CAREALLIANCE HEALTH SERVICES; BRET D. JOHNSON, CFO, CAREALLIANCE HEALTH SERVICES; AND JOHN SULLIVAN, CEO, ROPER ST. FRANCIS MT. PLEASANT HOSPITAL. MR. DUNLAP AND MR. JOHNSON ARE EMPLOYEES OF CAROLINAS HEALTHCARE SYSTEM AND THEIR COMPENSATION IS PAID BY CAREALLIANCE HEALTHCARE SERVICES THROUGH A MANAGEMENT FEE TO CAROLINAS HEALTHCARE SYSTEM. MR. SULLIVAN IS ALSO AN EMPLOYEE OF CAROLINAS HEALTHCARE SYSTEM, AND HIS COMPENSATION IS PAID BY ROPER ST. FRANCIS MT. PLEASANT HOSPITAL, A RELATED ORGANIZATION, THROUGH A MANAGEMENT FEE TO CAROLINAS HEALTHCARE SYSTEM. OF THE FULL BONUS AMOUNT RECEIVED BY JOHN SULLIVAN ($147,737), $71,456 RELATES TO SERVICES PROVIDED UNDER CAROLINAS HEALTHCARE SYSTEM PRIOR TO HIS SERVICE WITH ROPER ST. FRANCIS MT. PLEASANT HOSPITAL. ADDITIONAL INFORMATION: CAREALLIANCE HEALTH SERVICES HAS BOARD REPRESENTATIONS FROM THE 3 FOUNDING ORGANIZATIONS: THE MEDICAL SOCIETY OF SC (6 BOARD MEMBERS), BON-SECOURS HEALTH SYSTEM, INC. (6 BOARD MEMBERS), AND CAROLINAS HEALTHCARE SYSTEM (1 BOARD MEMBER). NONE OF THE 13 APPOINTED BOARD MEMBERS RECEIVE COMPENSATION FOR THEIR MEMBERSHIP. ADDITIONALLY, 4 OF THE 6 BOARD MEMBERS APPOINTED BY THE MEDICAL SOCIETY OF SOUTH CAROLINA ALSO SERVE ON THE BOARD OF THE MEDICAL SOCIETY. NONE RECEIVE COMPENSATION FOR THEIR SERVICES AS A BOARD MEMBER. IT IS THE FOUNDING MEMBERS' INTENT THAT THE MEMBERS OF THE BOARD OF DIRECTORS ARE APPOINTED TO SUCH POSITIONS BECAUSE THEY HAVE A WILLINGNESS TO SERVE THE NEEDS OF THE SYSTEM AS A WHOLE AND NOT THE NEEDS OF ANY INDIVIDUAL FOUNDING MEMBER.
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
CAREALLIANCE HEALTH SERVICES
 
Employer identification number
57-0831165
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 CHARLESTON COUNTY SOUTH CAROLINA
  		57-6001289 160900JK3 07-13-2004 100,661,242 PATIENT CARE TOWER/PARKING GARAGE   X   X   X
B SOUTH CAROLINA JOBS - ECONOMIC DEVELOPMENT AUTHORITY
  		57-0960018 83703FBD3 11-01-2007 130,000,000 BUILDINGS, EQUIPMENT & IMPROVEMENTS   X   X   X
C SOUTH CAROLINA JOBS - ECONOMIC DEVELOPMENT AUTHORITY
  		57-0960018 NONEAVAIL 09-15-2009 12,500,000 ACQUISITION OF MEDICAL EQUIPMENT   X   X   X
D SOUTH CAROLINA JOBS - ECONOMIC DEVELOPMENT AUTHORITY
  		57-0960018 NONEAVAIL 08-10-2010 30,000,000 REFINANCED PORTION OF SERIES 1999 B BONDS   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired. . . . . 20,830,000 13,830,000 1,562,505  
2 Amount of bonds defeased . . . .        
3 Total proceeds of issue . . . . 100,661,242 130,000,000 12,500,000 30,000,000
4 Gross proceeds in reserve funds . . 8,092,139      
5 Capitalized interest from proceeds. 2,180,490 10,373,197    
6 Proceeds in refunding escrow. . . . .        
7 Issuance costs from proceeds . . . 1,224,756 1,330,300 160,470 105,000
8 Credit enhancement from proceeds. 3,510,342 2,537,558    
9 Working capital expenditures from proceeds . .        
10 Capital expenditures from proceeds . . 85,653,515 115,758,945 12,339,530  
11 Other spent proceeds . . 29,895,000     29,895,000
12 Other unspent proceeds. . .        
13 Year of substantial completion . . . 2006 2010 2009 2010
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   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 0.430 % 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 . . .. . . . . . 0.430 % 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 . GOLDMAN SACHS
WELLS FARGO 		GOLDMAN SACHS &
WELLS FARGO 		 
  		 
 
c Term of hedge . . 29.100000000000 29.400000000000   11.000000000000
d Was the hedge superintegrated? .   X   X       X
e Was a hedge terminated? .   X   X       X
4a Were gross proceeds invested in a GIC? . X   X     X   X
b Name of provider . MORGAN STANLEY
  		CITIGROUP
  		 
  		 
 
c Term of GIC . . 2.000000000000 2.200000000000    
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . X   X          
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
Schedule K (Form 990) 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
CAREALLIANCE HEALTH SERVICES
 
Employer identification number

57-0831165
Identifier Return Reference Explanation
PROGRAM SERVICE STATEMENT FORM 990, PART III, LINE 4A AT ROPER ST. FRANCIS HEALTHCARE EVERY NUMBER IS A HUMAN STORY COST OF CHARITY CARE: $33,516,340 COMMUNITY OUTREACH PROGRAMS: $8,539,229 UNREIMBURSED COST OF MEDICAID: $4,777,286 SPONSORSHIPS: $479,905 THE TOTAL AMOUNT OF COMMUNITY BENEFIT WE GAVE BACK INCLUDING CHARITY CARE, UNREIMBURSED COST OF MEDICAID, SPONSORSHIPS AND COMMUNITY OUTREACH PROGRAMS: $47,312,760 PATIENTS WHO RECEIVED FINANCIAL ASSISTANCE FOR THEIR HEALTHCARE: 40,200 SPONSORSHIP DOLLARS GIVEN TO LOCAL ORGANIZATIONS WHO SUPPORT THE OVERALL HEALTH OF OUR NEIGHBORS: $479,905 DONATED TO THE TRIDENT UNITED WAY BY ROPER ST. FRANCIS EMPLOYEES SHATTERING THE RECORD AMOUNT GIVEN BY EMPLOYEES FROM A LOWCOUNTRY COMPANY: $506,497.84 HOURS OF ROPER ST. FRANCIS EMPLOYEE TIME DEVOTED TO SUPPORTING OUTSIDE COMMUNITY HEALTH INITIATIVES: 78,312 FREE COMMUNITY HEALTHFAIRS OFFERING VITAL HEALTH SCREENINGS AND INFORMATION: 36 EVENTS THAT ROPER ST. FRANCIS ATTENDED AND PROVIDED PREVENTIVE SCREENINGS AND SUPPORT: 80+ MEALS PROVIDED BY THE LOWCOUNTRY FOOD BANK FROM ROPER ST. FRANCIS FOOD DRIVES AND FINANCIAL SUPPORT: 14,198 HEALTHY BABIES BROUGHT INTO THE WORLD THANKS TO THE GREAT PRENATAL CARE THEIR MOMS RECEIVED AT THE ROPER ST. FRANCIS SUPPORTED OUR LADY OF MERCY COMMUNITY OUTREACH CENTER: 69 RAISED BY ROPER ST. FRANCIS EMPLOYEES FOR THE AMERICAN HEART ASSOCIATION: $56,400 VOLUNTEERS SERVED 88,000 HOURS IN 2010 EQUALING THE WORK OF 42 FULL TIME EMPLOYEES: 860 MEALS CREATED IN ROPER ST. FRANCIS KITCHENS AND DISTRIBUTED TO OUR COMMUNITY THROUGH MEALS ON WHEELS: 16,652 PEOPLE WHO RECEIVED THEIR PRESCRIPTION DRUGS FROM EAST COOPER COMMUNITY OUTREACH: 523 PATIENT VISITS TO THE BARRIER ISLAND FREE CLINIC: 4,497 REDUCTION IN WATER BORNE ILLNESSES IN CHILDREN SINCE THE EMPLOYEE FUNDED WATER TREATMENT SYSTEM WE SENT TO KENYA WAS PUT IN PLACE: 80% PEOPLE ASSISTED WITH NAVIGATING THEIR HEALTHCARE OPTIONS BY OUR MEDICAID NAVIGATOR PROGRAM: 872 LAB TESTS FOR THE HOMELESS WHO STAY AT THE CRISIS MINISTRIES CLINIC: 110 GRANTS RECEIVED BY THE ROPER ST. FRANCIS FOUNDATION TO BENEFIT THE COMMUNITY: $2,830,108 HIV-POSITIVE RESIDENTS BROUGHT INTO CARE THROUGH FEDERAL AND FOUNDATION GRANTS TO THE ROPER ST. FRANCIS FOUNDATION: 469 COMMUNITY PARTNERS BROUGHT TOGETHER TO PROVIDE ACCESS TO QUALITY HEALTHCARE FOR THE TRI-COUNTYS 149,000 UNINSURED THROUGH A GRANT TO THE ROPER ST. FRANCIS FOUNDATION FROM THE DUKE ENDOWMENT: 25 IN COMMUNITY SUPPORT FROM INDIVIDUALS, BUSINESSES AND CORPORATIONS TO THE ROPER ST. FRANCIS FOUNDATION: $3,060,411 HARD-WORKING, SUPPORTIVE MEMBERS MADE UP OUR 2010 BOARD OF DIRECTORS: 13 JOHN JORDAN, CHAIRPERSON BLOUNT ELLISON, MD, VICE CHAIRPERSON ALISON DILLON, MD KATHERINE DUFFY, PHD DAVID ELLISON, MD JULIUS IVESTER, JR, MD SISTER ANNE LUTZ RICHARD STATUTO MICHAEL TARWATER BRANTLEY THOMAS, PHD ANGRESS WALKER PERRY WARING FREDERICK WORSHAM, MD DEAR FRIENDS, WHEN YOU READ THAT ROPER ST. FRANCIS GAVE OVER $47 MILLION* IN COMMUNITY BENEFIT IN 2010, IT CAN BE HARD TO UNDERSTAND WHAT THAT REALLY MEANS. IN OUR CASE, EACH DOLLAR WE GIVE BACK OR EACH VOLUNTEER HOUR THAT IS SPENT DIRECTLY IMPACTS A LIFE. IN THIS YEARS REPORT TO THE COMMUNITY WE HAVE BROKEN DOWN SOME OF THESE BIG NUMBERS TO REVEAL THEIR IMPORTANCE TO THE PEOPLE WE SERVE. WARM REGARDS, DAVID L. DUNLAP, FACHE PRESIDENT AND CHIEF EXECUTIVE OFFICER * ROPER ST. FRANCIS USES THE VOLUNTARY HOSPITAL ASSOCIATION /CATHOLIC HEALTH ASSOCIATIONS STANDARDIZED COMMUNITY BENEFIT VALUATION METHODOLOGY.
FORM 990, PART VI, SECTION A, LINE 3   CAROLINAS HEALTHCARE SYSTEM (CHS), AN UNRELATED ORGANIZATION, PROVIDES THE COMPENSATION OF MR. DAVID L. DUNLAP, CEO, CAREALLIANCE HEALTH SERVICES; MR. BRET D. JOHNSON, CFO, CAREALLIANCE HEALTH SERVICES; AND MR. JOHN SULLIVAN, CEO, ROPER ST. FRANCIS MT. PLEASANT HOSPITAL. MR. DUNLAP AND MR. JOHNSON ARE EMPLOYEES OF CHS AND THEIR COMPENSATION IS PAID BY CAREALLIANCE HEALTH SERVICES THROUGH A MANAGEMENT FEE TO CHS. MR. SULLIVAN IS ALSO AN EMPLOYEE OF CHS, AND HIS COMPENSATION IS PAID THROUGH A MANAGEMENT FEE BY ROPER ST. FRANCIS MT. PLEASANT HOSPITAL.
FORM 990, PART VI, SECTION A, LINE 6   THE ORGANIZATION IS GOVERNED BY A THIRTEEN MEMBER BOARD OF DIRECTORS APPOINTED BY THE FOUNDING MEMBERS. SUBJECT TO CERTAIN NOMINATING AND GOVERNANCE COMMITTEE APPROVALS, SIX DIRECTORS ARE APPOINTED BY THE MEDICAL SOCIETY OF SOUTH CAROLINA (MSSC), BON SECOURS HEALTH SYSTEMS, INC. (BSHSI) AND ONE DIRECTOR IS APPOINTED BY CAROLINAS HEALTHCARE SYSTEMS (CHS). IT IS THE FOUNDING MEMBERS' INTENT THAT THE MEMBERS OF THE ORGANIZATION'S BOARD OF DIRECTORS ARE APPOINTED TO SUCH POSITIONS BECAUSE THEY HAVE A WILLINGNESS TO SERVE THE NEEDS OF THE SYSTEM AS A WHOLE AND NOT THE NEEDS OF ANY INDIVIDUAL FOUNDING MEMBER.
FORM 990, PART VI, SECTION A, LINE 7A   SEE ANSWER TO PART VI, SECTION A, LINE 6 ABOVE. THE BYLAWS OF THE ORGANIZATION SPECIFY CERTAIN QUALIFICATIONS OF THE THIRTEEN MEMBER BOARD OF DIRECTORS. AT LEAST NINE DIRECTORS MUST HAVE THEIR PRIMARY RESIDENCE IN A COMMUNITY SERVED BY THE SYSTEM. FIVE DIRECTORS MUST BE PHYSICIANS ACTIVELY ENGAGED IN THE FULL TIME PRACTICE OF MEDICINE. FIVE OF THE DIRECTORS ARE APPOINTED TO THE BOARD OF DIRECTORS BY VIRTUE OF POSITIONS HELD WITHIN MSSC, BSHSI AND CHS (EX-OFFICIO DIRECTORS). EACH OF THE FIVE EX-OFFICIO DIRECTORS SERVES AS A DIRECTOR OF THE ORGANIZATION FOR SO LONG AS SUCH PERSON HOLDS HIS OR HER RESPECTIVE ELECTED OR APPOINTED OFFICE IN HIS OR HER RESPECTIVE FOUNDING MEMBER ORGANIZATION. DIRECTORS SERVE THREE-YEAR TERMS AND ARE LIMITED TO THREE CONSECUTIVE TERMS. AFTER AN ABSENCE OF AT LEAST ONE YEAR, DIRECTORS ARE AGAIN ELIGIBLE FOR APPOINTMENT TO THE BOARD OF DIRECTORS FOR TWO CONSECUTIVE COMPLETE TERMS.
FORM 990, PART VI, SECTION A, LINE 7B   THE FOLLOWING ACTIONS SHALL REQUIRE THE UNANIMOUS AFFIRMATIVE APPROVAL OF ALL OF THE FOUNDING MEMBERS: (A) TO AMEND THE ARTICLES OF INCORPORATION OR BY-LAWS, INCLUDING WITHOUT LIMITATION, ANY CHANGE IN THE CORPORATION'S PURPOSES; PROVIDED, HOWEVER, THAT, SUBJECT TO THE PROCEDURES AND VOTING REQUIREMENTS WITH RESPECT TO THE ADMISSION OF NON-FOUNDING MEMBERS, SCHEDULE 3.1 MAY BE AMENDED WITH THE APPROVAL OF TWO (2) OF THE FOUNDING MEMBERS TO REFLECT THE ADMISSION OF A NON-FOUNDING MEMBER; (B) TO DISSOLVE OR LIQUIDATE THE CORPORATION AND TO DETERMINE THE DISTRIBUTION OF ASSETS UPON DISSOLUTION; (C) TO MERGE OR CONSOLIDATE THE CORPORATION OR TO SELL, CONVEY, TRANSFER, LEASE, OR OTHERWISE DISPOSE OF ALL OR SUBSTANTIALLY ALL OF ITS ASSETS; (D) TO APPOINT THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OF THE CORPORATION IN A MANNER OTHER THAN THAT ESTABLISHED WITHIN THE BY-LAWS; (E) TO ALTER OR AMEND THE CORPORATION'S ETHICAL PERFORMANCE STANDARDS (DEFINED BELOW); OR (F) TO ENTER INTO ANY MATERIAL AGREEMENT WHEREBY A THIRD PARTY WILL: (I) BECOME AN EQUITY OWNER IN ANY JOINT VENTURE WITH THE CORPORATION OR ANY SYSTEM PARTICIPANT AND WILL NOT BE LEGALLY OBLIGATED TO SUPPORT THE CORPORATION'S ETHICAL PERFORMANCE STANDARDS; OR (II) MANAGE A SUBSTANTIAL PART OF THE FACILITIES, ASSETS, OR OPERATIONS OF THE SYSTEM AND WILL NOT BE LEGALLY OBLIGATED TO COMPLY WITH AND SUPPORT THE CORPORATION'S ETHICAL PERFORMANCE STANDARDS.
FORM 990, PART VI, SECTION B, LINE 11   THE 2010 FORM 990 WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM WITH ASSISTANCE AND OVERSIGHT BY MANAGEMENT. REVIEWS WERE THEN CONDUCTED BY THE ASSISTANT CONTROLLER, DIRECTOR OF FINANCE, AND CHIEF FINANCIAL OFFICER BEFORE PRESENTATION AND REVIEW WITH THE ORGANIZATION'S GOVERNING BODY. HIGHLIGHTS OF THE 2010 FORM 990 WERE PRESENTED TO THE ORGANIZATION'S BOARD OF DIRECTORS ON OCTOBER 15, 2011. IN ADDITION TO THE ORGANIZATION'S EXECUTIVE MANAGEMENT, REPRESENTATIVES OF DIXON HUGHES GOODMAN PARTICIPATED IN THIS REVIEW WITH BOARD MEMBERS. THE OCTOBER 15 BOARD MEETING WAS HELD PRIOR TO THE FILING OF THE FORM 990 WITH THE INTERNAL REVENUE SERVICE. A FINAL VERSION OF THE FORM 990 WAS SENT TO ALL MEMBERS OF THE GOVERNING BODY PRIOR TO FILING.
  FORM 990, PART VI, SECTION B, LINE 12C THE DIRECTORS SHALL COMPLETE AND RETURN TO THE SECRETARY AN ANNUAL STATEMENT THAT EACH OF THEM: (A) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY; (B) HAS READ AND UNDERSTANDS THE POLICY; (C) AGREES TO COMPLY WITH THIS POLICY; (D) UNDERSTANDS THAT THE POLICY APPLIES TO ALL COMMITTEES; AND (E) UNDERSTANDS THAT THE ORGANIZATION IS A CHARITABLE ORGANIZATION AND MUST CONTINUOUSLY ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES.
  FORM 990, PART VI, SECTION B, LINE 15 AN INDEPENDENT COMPANY, TOWERS PERRIN, PROVIDES RESEARCH, ADVICE AND GUIDANCE TO THE COMPENSATION COMMITTEE AND SENIOR LEADERSHIP TO ENSURE THE ORGANIZATION'S COMPENSATION PROGRAMS FOR EXECUTIVES COVERED BY THE "INTERMEDIATE SANCTIONS LEGISLATION" (IRC SECTION 4958) ARE ALIGNED WITH ITS STATED PHILOSOPHY: BASE SALARIES ARE TARGETED AT THE 50TH PERCENTILE OF THE ESTABLISHED COMPARATOR MARKET; TOTAL CASH COMPENSATION (BASE SALARY PLUS ANNUAL INCENTIVE PAYMENTS) ARE TARGETED AT THE 75TH PERCENTILE OF THE ESTABLISHED COMPARATOR MARKET; TOTAL DIRECT COMPENSATION (TOTAL CASH COMPENSATION PLUS LONG TERM INCENTIVE PAYMENTS) WILL NOT EXCEED THE 90TH PERCENTILE OF THE ESTABLISHED COMPARATOR MARKET; BENEFITS ARE TARGETED AT MARKET MEDIAN; AND IN AGGREGATE, BASE SALARY, TOTAL CASH COMPENSATION, TOTAL DIRECT COMPENSATION AND BENEFITS COMPRISE TOTAL COMPENSATION FOR EXECUTIVES. THE COMPENSATION COMMITTEE ENSURES THAT EXECUTIVE TOTAL COMPENSATION IS REFLECTIVE OF THE ORGANIZATION'S STATED COMPENSATION PHILOSOPHY. THE COMMITTEE, IN THIS PROCESS, AUTHORIZES AND SUPPORTS AN ANNUAL THREE STEP PROCESS UTILIZING TOWERS PERRIN'S RESOURCES: 1) SALARY LEVELS, ANNUAL BONUS TARGETS/PAYMENTS AND LONG TERM INCENTIVE GRANTS ARE COMPARED RIGOROUSLY EACH YEAR WITH MARKET DATA BASED ON COMPARABLE POSITIONS AND ORGANIZATIONS. A. COMPARABLE ORGANIZATIONS ARE TYPICALLY NOT-FOR-PROFIT HEALTHCARE SYSTEMS WITH SIMILAR OPERATING REVENUES. PRIVATE SECTOR EMPLOYER DATA, WHEN AVAILABLE, ARE ALSO INCLUDED IN THE ANALYSIS FOR "TRANSFERABLE SKILLS POSITIONS". B. HISTORICALLY, PERFORMANCE INCENTIVE PAYOUTS GENERALLY TRACK WITH A NORMAL BONUS PAYOUT DISTRIBUTION. INCENTIVE GOALS ARE PRIMARILY BASED ON FORMALLY DEFINED QUANTITATIVE GOALS. 2) ALL RECOMMENDED PAY DECISIONS ARE TESTED AGAINST THESE DATA AND THE ORGANIZATION'S STATED COMPENSATION PHILOSOPHY. 3) A FORMAL OPINION LETTER IS PREPARED BY TOWERS PERRIN, REPRESENTING THAT SENIOR EXECUTIVES ARE COMPENSATED WITHIN THE REASONABLENESS STANDARDS MANDATED BY THE IRS. A SIMILAR PROCESS IS PERFORMED BY WATSON WYATT (COMPENSATION CONSULTING FIRM) FOR THE CEO AND CFO POSITIONS. THIS LETTER PROVIDES A "SAFE HARBOR" FOR THE ORGANIZATION'S "DIRECTORS" RELATIVE TO THE REASONABLENESS OF TOTAL EXECUTIVE COMPENSATION CONSISTENT WITH IRC SECTION 4958.
  FORM 990, PART VI, SECTION C, LINE 18 PHOTOCOPIES OF THE FORM 990 ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S ADMINISTRATIVE OFFICE. IN ADDITION, RECENT FILING OF THE FORM 990 ARE AVAILABLE ONLINE AT WWW.GUIDESTAR.ORG.
  FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS ARE PUBLISHED ANNUALLY AND ARE AVAILABLE TO THE PUBLIC AT WWW.DACBOND.COM.
COMPENSATION OF BOARD MEMBERS: FORM 990, PART VII, LINE 1 THE FOLLOWING BOARD MEMBERS WERE COMPENSATED FOR SERVICES PERFORMED FOR THE ORGANIZATION (OR A RELATED ORGANIZATION) NOT IN THE CAPACITY OF THEIR POSITIONS ON THE BOARD. NO BOARD MEMBER IS COMPENSATED FOR HIS SERVICES AS A BOARD MEMBER. JOHN M. JORDAN WAS COMPENSATED BY THE MEDICAL SOCIETY OF SOUTH CAROLINA FOR SERVICES AS CHIEF EXECUTIVE OFFICER. DAVID M. ELLISON WAS COMPENSATED FOR MEDICAL SERVICES RENDERED TO A RELATED ORGANIZATION. ALISON E. DILLON WAS COMPENSATED FOR MEDICAL SERVICES RENDERED TO A RELATED ORGANIZATION.
CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 14,302,438. CHANGE IN FMV OF INTEREST RATE SWAPS -4,347,795. LOSS ON EXTINGUISHMENT OF DEBT 2,275,976. ACCRUED DISTRIBUTIONS TO FOUNDERS -12,074,568. FUNDS RELEASED FOR CAPITAL 20,777. ADJUSTMENT TO FOUNDATION CONTRIBUTIONS -8,128,113. OTHER NON-OPERATING GAINS -304,026. INTERCOMPANY ACCOUNT ELIMINATION -4,240,710. TOTAL TO FORM 990, PART XI, LINE 5: -12,496,021.
  FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
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
CAREALLIANCE HEALTH SERVICES
 
Employer identification number

57-0831165
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) ROPER HOSPITAL INC

315 CALHOUN STREET 107

CHARLESTON,SC29401
57-0828733 		HEALTHCARE SC 501(C)(3) LINE 3 N/A
 
No
(2) BON SECOURS ST FRANCIS XAVIER HOSPITAL

315 CALHOUN STREET 107

CHARLESTON,SC29401
57-1067254 		HEALTHCARE SC 501(C)(3) LINE 3 N/A
 
No
(3) ROPER ST FRANCIS MT PLEASANT HOSPITAL

315 CALHOUN STREET 107

CHARLESTON,SC29401
57-0360499 		HEALTHCARE SC 501(C)(3) LINE 3 N/A
 
No
(4) ROPER ST FRANCIS HOSPITAL - BERKELEY

315 CALHOUN STREET 107

CHARLESTON,SC29401
26-3710229 		HEALTHCARE (FUTURE) SC 501(C)(3) LINE 3 N/A
 
No
(5) ROPER ST FRANCIS PHYSICIANS NETWORK

125 DOUGHTY STREET 760

CHARLESTON,SC29403
26-2946628 		HEALTHCARE SC 501(C)(3) LINE 3 N/A
 
No
(6) ROPER ST FRANCIS FOUNDATION

315 CALHOUN STREET 107

CHARLESTON,SC29401
57-1068509 		SUPPORTING ORG SC 501(C)(3) LINE 11A, I N/A
 
No
(7) THE MEDICAL SOCIETY OF SOUTH CAROLINA

69-B BARRE STREET

CHARLESTON,SC29401
57-0288358 		SUPPORTING ORG/FOUNDING MEMBER SC 501(C)(3) LINE 11C, III-FI N/A
 
No
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












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) CAREALLIANCE MEDICAL SERVICES ORGANIZATION
225 DOUGHTY STREET
CHARLESTON,SC29403
57-1012837 		INACTIVE SC N/A
 C     100.000 %












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
 
No
b Gift, grant, or capital contribution to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
Yes
 
e Loans or loan guarantees by other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
Yes
 
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
Yes
 
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
Yes
 
l Performance of services or membership or fundraising solicitations by other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Sharing of facilities, equipment, mailing lists, or other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of paid employees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
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
 
No
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) ROPER ST FRANCIS FOUNDATION

 C 403,610  
(2) ROPER HOSPITAL INC

 P 23,280,513  
(3) BON SECOURS ST FRANCIS HOSPITAL INC

 P 9,455,658  
(4) ROPER ST FRANCIS MT PLEASANT HOSPITAL

 P 358,038  
(5) ROPER ST FRANCIS PHYSICIANS NETWORK

 P 2,758,984  
(6) ROPER ST FRANCIS FOUNDATION

 P 9,661  
(7) BON SECOURS ST FRANCIS HOSPITAL INC

 N 7,813,223  
(8) ROPER ST FRANCIS PHYSICIANS NETWORK

 N 2,279,753  
(9) ROPER ST FRANCIS MT PLEASANT HOSPITAL

 N 295,847  
(10) ROPER HOSPITAL INC

 N 19,236,720  
(11) ROPER ST FRANCIS FOUNDATION

 N 7,982  
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: