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 07-01-2010 and ending 06-30-2011
BCheck if applicable:
CName of organization
COVENANT HEALTH SYSTEM
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
3615 19TH STREET
 
Room/suite
City or town, state or country, and ZIP + 4
LUBBOCK, TX794101203
D Employer identification number

75-2765566
E Telephone number

G Gross receipts $ 546,892,016
F Name and address of principal officer:
JOHN GRIGSON
3615 19TH STREET
LUBBOCK,TX794101203
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.COVENANTHEALTH.ORG
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1998
M State of legal domicile: TX
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: SEE SCHEDULE O
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) .... 3 19
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 13
5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) ... 5 4,415
6 Total number of volunteers (estimate if necessary) .... 6 215
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 4,789,143
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b -228,125
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 2,190,068 6,338,336
9 Program service revenue (Part VIII, line 2g) ......... 575,994,529 534,157,611
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 8,397,887 6,396,069
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 586,582,484 546,892,016
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 2,736,200 3,951,530
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) 206,290,427 203,718,129
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).... 345,986,732 311,898,143
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 555,013,359 519,567,802
19 Revenue less expenses. Subtract line 18 from line 12...... 31,569,125 27,324,214
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 579,848,539 578,229,478
21 Total liabilities (Part X, line 26)............ 238,741,447 201,667,947
22 Net assets or fund balances. Subtract line 21 from line 20 ..... 341,107,092 376,561,531
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: SEE SCHEDULE O
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 $ 488,059,171 including grants of $ 3,951,530 ) (Revenue $ 529,368,468 )
SEE SCHEDULE O
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services. (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet$ 488,059,171
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......... Click to see attachment
14b
Yes
 
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.. Click to see attachment
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.. Click to see attachment
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..... Click to see attachment
20a
Yes
 
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. ..... Click to see list of attachments
20b
Yes
 
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................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
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
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I...... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................ Click to see attachment
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II........................... Click to see attachment
26
 
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............... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV................... Click to see attachment
28b
Yes
 
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV.. Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule MClick to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............ Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I........................... Click to see attachment
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
Yes
 
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
362
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
4,415
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
19
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
13
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
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? ..
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Does the organization have members or stockholders? ................
6
Yes
 
7a
Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? .........................
7a
Yes
 
b
Are any decisions of the governing body subject to approval by members, stockholders, or other persons? ..
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Does the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? ....
10b
 
 
11a
Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?
11a
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
Yes
 
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
 
No
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
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
SHARON CLARK
3615 19TH STREET
LUBBOCK,TX794101203
(806) 725-5234
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 C ANDERSON
BOARD MEMBER/COMMITTEE CHAIR
 3.0 X           0 0 0
(2) SUZANNE BLAKE
BOARD MEMBER
 2.0 X           0 0 0
(3) TODD BRODBECK DO
BOARD MEMBER
 2.0 X           0 0 0
(4) JOE DEE BROOKS
BOARD MEMBER
 2.0 X           0 0 0
(5) MONSIGNOR DAVID CRUZ
BOARD MEMBER/COMMITTEE CHAIR
 3.0 X           0 0 0
(6) MICHAEL DANCHAK MD
BOARD MEMBER
 2.0 X           18,219 0 0
(7) BRENT HOFFMAN
BOARD MEMBER
 2.0 X           0 0 0
(8) VAN MAY
BOARD MEMBER/VICE CHAIR
 3.0 X   X       0 0 0
(9) JUAN SANCHEZ MUNOZ PHD
BOARD MEMBER
 2.0 X           0 0 0
(10) RICHARD PARKS
BOARD MEMBER/PRESIDENT/CEO
 35.0 X   X       0 576,684 8,649
(11) DAN POPE
BOARD MEMBER/CHAIR
 5.0 X   X       0 0 0
(12) JANIE RAMIREZ
BOARD MEMBER/COMMITTEE CHAIR
 3.0 X           0 0 0
(13) MICHAEL ROBERTSON MD
BOARD MEMBER/COMMITTEE CHAIR
 3.0 X           34,500 0 0
(14) SISTER SUZANNE SASSUS CSJ
BOARD MEMBER
 2.0 X           0 0 0
(15) SISTER MARY THERESE SWEENEY CSJ
BOARD MEMBER/COMMITTEE CHAIR
 3.0 X           0 0 0
(16) TEB THAMES MD
BOARD MEMBER
 2.0 X           0 0 0
(17) JOHN ZWIACHER
BOARD MEMBER/SECRETARY
 3.0 X   X       0 0 0
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) NAIDU CHEKURU MD UNTIL 123110
BOARD MEMBER
 2.0 X           34,000 0 0
(19) MARK JOHNSON MD UNTIL 123110
BOARD MEMBER
 2.0 X           79,000 0 0
(20) JOE RANDOLPH UNTIL 63011
BOARD MEMBER
 2.0 X           0 1,290,925 50,729
(21) DAVID SEIM UNTIL 123110
BOARD MEMBER
 2.0 X           0 0 0
(22) JAMES HARRELL MD UNTIL 123110
BOARD MEMBER
 2.0 X           0 608,208 19,655
(23) SAM HAWTHORNE
BOARD MEMBER
 2.0 X           0 0 0
(24) JOHN GRIGSON
SVP-CFO
 26.0     X       566,076 0 26,856
(25) TROY THIBODEAUX
COO
 30.0     X       0 0 0
(26) SUSAN NEVES
VP ADMIN - CMC
 50.0       X     508,691 0 24,418
(27) STEVEN MCCAMY
PRESIDENT-COVENANT MEDICAL GRP
 5.0       X     505,700 0 29,893
(28) ROXIE TAYLOR
VP ADMIN LAKESIDE & JACC
 28.0       X     452,288 0 24,596
(29) SHARYN IVORY
VP ADMIN POST - ACUTE SVCS
 50.0       X     426,698 0 34,082
(30) KAREN BAGGERLY
VP - NURSING
 50.0       X     406,205 0 31,876
(31) STEVEN BECK
VP - REGIONAL SERVICES
 20.0       X     267,436 0 25,581
(32) SCOTT ROBINS MD
CHIEF MED OFFICER
 38.0         X   669,240 0 24,680
(33) SHARON CLARK
VP FINANCE
 50.0         X   414,351 0 30,101
(34) SHARON PRATHER
PRESIDENT-COVENANT FOUNDATION
 20.0         X   408,459 0 34,059
(35) RODNEY CATES
VP HUMAN RESOURCES
 48.0         X   354,162 0 30,083
(36) FELICIA GORDON
VP PERFORMANCE IMPROVEMENT
 50.0         X   292,349 0 34,177
(37) MELINDA CLARK
PRESIDENT/CEO (thru 10/1/09)
 0.0           X 0 367,265 0
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 5,437,374 2,843,082 429,435
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet182
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
ARAMARK
25271 NETWORK PLACE
CHICAGO,IL606731252 		FOOD SERVICES 7,309,834
NORTHSTAR ANESTHESIA PA
2000 E LAMAR BLVD SUITE 400
ARLINGTON,TX76006 		ANESTHESIA SERVICES 4,452,809
ANTHONY MECHANICAL INC
PO BOX 3886
LUBBOCK,TX79452 		CONSTRUCTION 3,976,343
NURSEFINDERS
PO BOX 910738
DALLAS,TX783910738 		STAFFING 3,628,439
GE MEDICAL SYSTEMS
PO BOX 843553
DALLAS,TX752843553 		BIOMED SERVICES 2,887,280
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization MediumBullet194
Form 990 (2010)
Form 990 (2010)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, gifts, grants and other similar amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d 4,216,362
e Government grants (contributions)1e 2,121,974
f All other contributions, gifts, grants, and
similar amounts not included above1f 		 
g Noncash contributions included in lines 1a-1f:$ 1,461,557
h Total. Add lines 1a-1f.......MediumBullet 6,338,336
Program Service Revenue Business Code
2a PATIENT REVENUE 622,110 505,362,298 505,362,298    
b OUTREACH LAB SERVICES 621,511 3,986,784   3,986,784  
c BILLING/MANAGEMENT FEES 541,611 3,430,101 2,627,742 802,359  
d CAFETERIA 722,310 2,904,300 2,904,300    
e MEDICAL OFFICE BUILDING 531,120 2,370,328 2,370,328    
f All other program service revenue . 16,103,800 16,103,800    
g Total. Add lines 2a–2f........MediumBullet 534,157,611
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 6,396,069     6,396,069
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties............MediumBullet 0      
(i) Real (ii) Personal
6a Gross Rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory    
b Less: cost or other basis and sales expenses    
c Gain or (loss)    
d Net gain or (loss)..........MediumBullet 0      
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 0    
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 0      
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 0      
Miscellaneous Revenue Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet 0
12 Total revenue. See Instructions....MediumBullet 546,892,016 529,368,468 4,789,143 6,396,069
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 3,951,530 3,951,530
2 Grants and other assistance to individuals in the U.S. See Part IV, line 22 0  
3 Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 5,590,986 0 5,590,986 0
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 94,857 0 94,857 0
7 Other salaries and wages 138,644,995 128,517,313 10,127,682 0
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .... 14,635,812 14,635,812 0 0
9 Other employee benefits ....... 33,372,405 32,079,546 1,292,859 0
10 Payroll taxes ........... 11,379,074 10,548,740 830,334 0
11 Fees for services (non-employees):        
a Management ...... 957,962 957,962 0 0
b Legal ......... 326,510 0 326,510 0
c Accounting ........... 358,644 0 358,644 0
d Lobbying ........... 20,381 20,381 0 0
e Professional fundraising. See Part IV, line 17.. 0  
f Investment management fees ...... 0      
g Other .......... 105,161,458 100,075,654 5,085,804 0
12 Advertising and promotion .... 3,776,594 104,106 3,672,488 0
13 Office expenses ....... 128,075,856 126,440,350 1,635,506 0
14 Information technology ...... 4,320,018 3,395,203 924,815 0
15 Royalties .. 0      
16 Occupancy ........... 9,911,550 9,830,489 81,061 0
17 Travel ............ 743,215 238,028 505,187 0
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 131,815 60,797 71,018 0
20 Interest ........... 10,998,173 10,998,173 0 0
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 38,504,099 38,504,099 0 0
23 Insurance .............. 5,138,382 4,747,923 390,459 0
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 ALL OTHER EXPENSES 3,473,486 2,953,065 520,421 0
b
c
d
e
f All other expenses        
25 Total functional expenses. Add lines 1 through 24f 519,567,802 488,059,171 31,508,631 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 .......... 18,927,189 1 31,828,389
2 Savings and temporary cash investments ....... 27,086,884 2 50,390,345
3 Pledges and grants receivable, net .........   3  
4 Accounts receivable, net ......... 67,367,917 4 67,348,577
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 .............. 10,289,175 8 11,235,562
9 Prepaid expenses and deferred charges ............ 3,322,171 9 2,133,907
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 730,582,380
b Less: accumulated depreciation. ..... 10b 481,269,159 277,230,995 10c 249,313,221
11 Investments—publicly traded securities .......... 83,314,379 11 104,471,726
12 Investments—other securities. See Part IV, line 11 ...... 12,003,105 12 11,241,183
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ......... 83,829 14 0
15 Other assets. See Part IV, line 11 ........... 80,222,895 15 50,266,568
16 Total assets. Add lines 1 through 15 (must equal line 34)... 579,848,539 16 578,229,478
Liabilities 17 Accounts payable and accrued expenses . 46,972,360 17 37,339,385
18 Grants payable ..........   18  
19 Deferred revenue ..........   19  
20 Tax-exempt bond liabilities ..........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties .. 3,095,771 23 2,907,934
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities. Complete Part X of Schedule D..... 188,673,316 25 161,420,628
26 Total liabilities. Add lines 17 through 25..... 238,741,447 26 201,667,947
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 ..... 341,107,092 27 376,561,531
28 Temporarily restricted net assets .....   28  
29 Permanently restricted net assets .....   29  
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 341,107,092 33 376,561,531
34 Total liabilities and net assets/fund balances ..... 579,848,539 34 578,229,478
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
546,892,016
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
519,567,802
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
27,324,214
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
341,107,092
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
8,130,225
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
376,561,531
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
Yes
 
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
Yes
 
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
COVENANT HEALTH SYSTEM
 
Employer identification number

75-2765566
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
COVENANT HEALTH SYSTEM
 
Employer identification number

75-2765566
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
COVENANT HEALTH SYSTEM
  		Employer identification number

75-2765566
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
COVENANT HEALTH SYSTEM
  		Employer identification number

75-2765566
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
COVENANT HEALTH SYSTEM
  		Employer identification number

75-2765566
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
COVENANT HEALTH SYSTEM
 
Employer identification number

75-2765566
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? ........
 
No
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? If "Yes," describe in Part IV ..........................
Yes
 
20,381
j
Total. lines 1c through 1i ...................................
20,381
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? .......
 
No
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
PORTION OF DUES PAID TO HOSPITAL ASSOCIATIONS FOR LOBBYING ACTIVITIES SCHEDULE C, PART II-B, LINE 1I DURING THE PAST YEAR, THE ST. JOSEPH HEALTH SYSTEM HAS CONDUCTED AN ADVOCACY EFFORT WHICH INCLUDED SOME LOBBYING ACTIVITY. THESE INCLUDED MEETING WITH LOCAL, STATE, AND FEDERAL LEGISLATORS, THEIR STAFF AND OTHER GOVERNMENTAL OFFICIALS; AND COMMUNICATIONS TO LEGISLATORS ADVOCATING POSITIONS ON LEGISLATION.
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
COVENANT HEALTH SYSTEM
 
Employer identification number

75-2765566
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 .................   18,349,427 18,349,427
b Buildings ................   386,848,510 248,386,488 138,462,022
c Leasehold improvements ............   20,246,067 13,625,503 6,620,564
d Equipment ................   299,577,885 219,257,168 80,320,717
e Other .................   5,560,491   5,560,491
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet 249,313,221
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) BOARD DESIGNATED ASSETS 372,309
(2) ASSETS HELD IN TRUSTS 11,792,902
(3) LONG TERM DUE FROM AFFILIATES 31,931,243
(4) OTHER RECEIVABLES 197,275
(5) DUE FROM THIRD PARTY 4,000,000
(6) DEFERRED FINANCING COSTS-NET 1,972,839



Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 50,266,568
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Amount
Federal Income Taxes 0
PAYABLE TO THIRD-PARTY PAYORS 8,849,709
CURRENT MATURITIES OF LT DEBT 12,276,470
LT TERM NOTES 123,083,594
OTHER LIABILITIES 17,210,855





Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet 161,420,628
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
ASC 740 (FIN48) FOOTNOTE FORM 990, SCHEDULE D, PART X, LINE 2 ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES, CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. ASC 740 ALSO PROVIDES GUIDANCE ON DERECOGNITION, MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE, AND TRANSITION. THE GUIDANCE IS APPLICABLE TO PASS-THROUGH ENTITIES AND TAX-EXEMPT ORGANIZATIONS. NO SIGNIFICANT TAX LIABILITY FOR TAX BENEFITS, INTEREST OR PENALTIES WAS ACCRUED AT JUNE 30, 2011 OR 2010.
Schedule D (Form 990) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE F
(Form 990)

Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,
Part IV, line 14b, 15, or 16.
Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
COVENANT HEALTH SYSTEM
 
Employer identification number

75-2765566
Part I
General Information on Activities Outside the United States. Complete if the organization answered
“Yes” to Form 990, Part IV, line 14b.
1
For grantmakers. 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
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of grant funds outside the
United States.
3
Activites per Region. (Use Part V if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees or agents in region or independent contractors (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total
expenditures for region/investments
in region
Central America and the Caribbean 0 0 Program Services CAPTIVE INSURANCE 3,186,376
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 0 0 3,186,376
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b) 0 0 3,186,376
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990,
Part IV, line 15, for any recipient who received more than $5,000. Check this box if no one recipient received more than $5,000 ........ MediumBullet
Use Part V if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount of
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2
Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .....MediumBullet
 
3
Enter total number of other organizations or entities ........................MediumBullet
 
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Use Part V if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926 (see instructions for Form 926).................
2 Did the organization have an interest in a foreign trust during the tax year? If " Yes," the organization may be required to file Form 3520 and/or Form 3520-A. (see instructions for Forms 3520 and 3520-A)..........
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with respect to Certain Foreign Corporations. (see instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If "Yes," the organization may be required to file Form 8621, Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see instructions for Form 8621)
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with respect to Certain Foreign Partnerships. (see instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see instructions for Form 5713)................................................
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 5
Part V
Supplemental Information
Complete this part to provide the information (see instructions) required in Part I, line 2, and any additional information.
Identifier ReturnReference Explanation
ACCOUNTING METHOD SCHEDULE F, PART I, LINE 3, COLUMN F THE ACCRUAL METHOD OF ACCOUNTING WAS USED TO DETERMINE THE AMOUNT IN COLUMN F.
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
Schedule F (Form 990) 2010
Additional Data


Software ID:  
Software Version:  



SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, question 20.
MediumBullet Attach to Form 990. MediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
COVENANT HEALTH SYSTEM
 
Employer identification number

75-2765566
Part I
Charity Care and Certain Other Community Benefits at Cost
Yes
No
1a
Does the organization have a charity care policy? If "No," skip to question 6a...........
1a
Yes
 
b
If "Yes," is it a written policy? .......................
1b
Yes
 
2
If the organization has multiple hospitals, indicate which of the following best describes application of the charity care policy to the various hospitals.
3
Answer the following based on the charity care eligibility criteria that applies to the largest number of the organization's patients.
a
Does the organization use Federal Poverty Guidelines (FPG) to determine eligibility for providing free care to low
income individuals? If "Yes," indicate which of the following is the FPG family income limit for eligibility for free care:
3a
Yes
 
b
Does the organization use FPG to determine eligibility for providing discounted care to low income individuals? If
"Yes," indicate which of the following is the family income limit for eligibility for discounted care: .....
3b
Yes
 
c
If the organization does not use FPG to determine eligibility, describe in Part VI the income based criteria for determining eligibility for free or discounted care. Include in the description whether the organization uses an asset test or other threshold, regardless of income, to determine eligibility for free or discounted care.
4
Does the organization's policy provide free or discounted care to the "medically indigent"? ......
4
Yes
 
5a
Does the organization budget amounts for free or discounted care provided under its charity care policy? ...
5a
Yes
 
b
If "Yes," did the organization's charity care expenses exceed the budgeted amount?.........
5b
Yes
 
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discounted
care to a patient who was eligibile for free or discounted care?...............
5c
 
No
6a
Does the organization prepare an annual community benefit report?.............
6a
Yes
 
6b
If "Yes," does the organization make it available to the public? ..............
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Charity Care and Certain Other Community Benefits at Cost
Charity Care and
Means-Tested Government Programs		 (a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Charity care at cost (from
Worksheets 1 and 2) .. 		    24,458,361   24,458,361 4.580 %
b Unreimbursed Medicaid (from
Worksheet 3, column a) . 		    45,024,623 43,580,549 1,444,074 0.270 %
c Unreimbursed costs—other means-tested government programs (from Worksheet 3, column b) ....            
dTotal Charity Care and
Means-Tested Government Programs ..... 		    69,482,984 43,580,549 25,902,435 4.850 %
Other Benefits
e Community health improvement
services and community
benefit operations (from
(Worksheet 4) .... 		    4,420,696 413,442 4,007,254 0.750 %
f Health professions education
(from Worksheet 5) .. 		    16,640,227   16,640,227 3.110 %
g Subsidized health services
(from Worksheet 6) .. 		           
h Research (from Worksheet 7)     216,345   216,345 0.040 %
i Cash and in-kind contributions
to community groups
(from Worksheet 8) .. 		    1,433,204   1,433,204 0.270 %
jTotal Other Benefits ...     22,710,472 413,442 22,297,030 4.170 %
kTotal. Add lines 7d and 7j. ..     92,193,456 43,993,991 48,199,465 9.020 %
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 2
Part II
Community Building Activities Complete this table if the organization conducted any community building activities.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue 		(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing            
2 Economic development            
3 Community support     42,488   42,488 0.010 %
4 Environmental improvements            
5 Leadership development and training for community members            
6 Coalition building     82,965   82,965 0.020 %
7 Community health improvement advocacy            
8 Workforce development            
9 Other            
10 Total     125,453   125,453 0.030 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Does the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense (at cost).....
2
8,608,497
3
Enter the estimated amount of the organization's bad debt expense (at cost) attributable to patients eligible under the organization's charity care policy ..
3
0
4
Provide in Part VI the text of the footnote to the organization's financial statements that describes bad debt expense. In addition, describe the costing methodology used in determining the amounts reported on lines 2 and 3, and rationale for including a portion of bad debt amounts as community benefit.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
140,556,094
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
494,337,743
7
Subtract line 6 from line 5. This is the surplus or (shortfall)........
7
-353,781,649
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.
Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.
Check the box that describes the method used:
Section C. Collection Practices
9a
Does the organization have a written debt collection policy? ...............
9a
Yes
 
b
If "Yes," does the organization's collection policy contain provisions on the collection practices to be followed for patients who are known to qualify for charity care or financial assistance? Describe in Part VI......
9b
Yes
 
Part IV
Management Companies and Joint Ventures
(a) Name of entity (b) Description of primary
activity of entity 		(c) Organization's
profit % or stock
ownership % 		(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership% 		(e) Physicians'
profit % or stock
ownership %
1COVENANT L-T CARE LP
  		LONG-TERM CARE 67.000 % 0 % 33.000 %
2LUBBOCK SURG CTR LTD
  		HEALTHCARE 59.000 % 0 % 41.000 %
3METHODIST DIAGNOSTIC
  		HEALTHCARE 60.000 % 0 % 40.000 %
4LUBBOCK GAMMA LP
  		HEALTHCARE 40.000 % 0 % 60.000 %
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 3
Part VFacility Information
Section A. Hospital Facilities
(list in order of size, measured by total revenue per facility, from largest to smallest)
How many hospital facilities did the organization operate during the tax year?2
Name and address 		Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital Research Facility ER-24Hours ER-Other Other (Describe)
1 COVENANT MEDICAL CENTER
3615 19TH STREET
LUBBOCK,TX794101203 		X X         X    
2 COVENANT MED CENTER-LAKESIDE CAMPUS
4000 24TH STREET
LUBBOCK,TX79410 		X X X       X    
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Name of Hospital Facility:COVENANT MEDICAL CENTER
Line Number of Hospital Facility (from Schedule H, Part V, Section A):1

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2010)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet those needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess all of the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Development of a community benefit plan for the facility
d Participation in community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the CHNA
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed together with the reasons why it has not addressed such needs. 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explains eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8    
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care to low incomeindividuals?.. 9    
If “Yes,” indicate the FPG family income limit for eligibility for free care:   %
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 5
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care to low income individuals?......... 10    
If “Yes,” indicate the FPG family income limit for eligibility for discounted care:   %
11 Explained the basis for calculating amounts charged to patients?................. 11    
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12    
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13    
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted at all times on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy that explained actions the hospital facility may take upon non-payment?........ 14    
15 Check all of the following collection actions against a patient that were permitted under the hospital facility's policies at any time during the tax year:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments or arrests
e Other (describe in Part VI)
16 Did the hospital facility engage in or authorize a third party to engage in any of the following collection actions during the tax year?................................... 16    
If “Yes,” check all collection actions in which the hospital facility or a third party engaged (check all that apply):
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other (describe in Part VI)
17 Indicate which actions the hospital facility took before initiating any of the collection actions checked in question 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether a patient who applied for financial assistance under the financial assistance policy qualified for financial assistance
e Other (describe in Part VI)
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 6
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18    
If “No,” indicate the reasons why (check all that apply):
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility did not have a policy relating to emergency medical care
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Charges for Medical Care
19 Indicate how the hospital facility determined the amounts generally billed to individuals who had insurance covering emergency or other medically necessary care (check all that apply):
a The hospital facility used the lowest negotiated commercial insurance rate for those services at the hospital facility
b The hospital facility used the average of the three lowest negotiated commercial insurance rates for those services at the hospital facility
c The hospital facility used the Medicare rate for those services
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20    
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its patients an amount equal to the gross charge for services provided to that patient?................................... 21    
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Name of Hospital Facility:COVENANT MED CENTER-LAKESIDE CAMPUS
Line Number of Hospital Facility (from Schedule H, Part V, Section A):2

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2010)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet those needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess all of the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Development of a community benefit plan for the facility
d Participation in community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the CHNA
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed together with the reasons why it has not addressed such needs. 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explains eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8    
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care to low incomeindividuals?.. 9    
If “Yes,” indicate the FPG family income limit for eligibility for free care:   %
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 5
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care to low income individuals?......... 10    
If “Yes,” indicate the FPG family income limit for eligibility for discounted care:   %
11 Explained the basis for calculating amounts charged to patients?................. 11    
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12    
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13    
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted at all times on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy that explained actions the hospital facility may take upon non-payment?........ 14    
15 Check all of the following collection actions against a patient that were permitted under the hospital facility's policies at any time during the tax year:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments or arrests
e Other (describe in Part VI)
16 Did the hospital facility engage in or authorize a third party to engage in any of the following collection actions during the tax year?................................... 16    
If “Yes,” check all collection actions in which the hospital facility or a third party engaged (check all that apply):
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other (describe in Part VI)
17 Indicate which actions the hospital facility took before initiating any of the collection actions checked in question 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether a patient who applied for financial assistance under the financial assistance policy qualified for financial assistance
e Other (describe in Part VI)
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 6
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18    
If “No,” indicate the reasons why (check all that apply):
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility did not have a policy relating to emergency medical care
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Charges for Medical Care
19 Indicate how the hospital facility determined the amounts generally billed to individuals who had insurance covering emergency or other medically necessary care (check all that apply):
a The hospital facility used the lowest negotiated commercial insurance rate for those services at the hospital facility
b The hospital facility used the average of the three lowest negotiated commercial insurance rates for those services at the hospital facility
c The hospital facility used the Medicare rate for those services
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20    
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its patients an amount equal to the gross charge for services provided to that patient?................................... 21    
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 7
Part VFacility Information (continued)

Section C. Other Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, measured by total revenue per facility, from largest to smallest)
How many non-hospital facilities did the organization operate during the tax year?10
Name and address Type of Facility (Describe)
1 JOE ARRINGTON CANCER RSCH & TRTMT CENTER
4101 22ND PLACE
LUBBOCK,TX79410 		GENERAL MEDICAL & SURGICAL
2 JOE ARRINGTON CANCER RSCH & TRTMT CENTER
4101 22ND PLACE
LUBBOCK,TX79410 		GENERAL MEDICAL & SURGICAL
3 JOE ARRINGTON CANCER RSCH & TRTMT CENTER
4101 22ND PLACE
LUBBOCK,TX79410 		GENERAL MEDICAL & SURGICAL
4 JOE ARRINGTON CANCER RSCH & TRTMT CENTER
4101 22ND PLACE
LUBBOCK,TX79410 		GENERAL MEDICAL & SURGICAL
5 JOE ARRINGTON CANCER RSCH & TRTMT CENTER
4101 22ND PLACE
LUBBOCK,TX79410 		GENERAL MEDICAL & SURGICAL
6 JOE ARRINGTON CANCER RSCH & TRTMT CENTER
4101 22ND PLACE
LUBBOCK,TX79410 		GENERAL MEDICAL & SURGICAL
7 JOE ARRINGTON CANCER RSCH & TRTMT CENTER
4101 22ND PLACE
LUBBOCK,TX79410 		GENERAL MEDICAL & SURGICAL
8 JOE ARRINGTON CANCER RSCH & TRTMT CENTER
4101 22ND PLACE
LUBBOCK,TX79410 		GENERAL MEDICAL & SURGICAL
9 JOE ARRINGTON CANCER RSCH & TRTMT CENTER
4101 22ND PLACE
LUBBOCK,TX79410 		GENERAL MEDICAL & SURGICAL
10 JOE ARRINGTON CANCER RSCH & TRTMT CENTER
4101 22ND PLACE
LUBBOCK,TX79410 		GENERAL MEDICAL & SURGICAL
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 8
Part VI
Supplemental Information
Complete this part to provide the following information.
1 Required descriptions. Provide the description required for Part I, lines 3c, 6a, and 7; Part II; Part III, lines 4, 8, and 9b; and Part V, Section B, lines 1j, 2, 4c, 6i, 7, 11i, 13i, 17l, 18l, 19e, 21d, 25, and 26.
2 Community health needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any community health needs assessments reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Identifier ReturnReference Explanation
PART 1, LINE 6A:   COVENANT HEALTH SYSTEM PREPARES AN ANNUAL COMMUNITY BENEFIT REPORT.
PART I, LINE 7:   THE MEDICARE COST REPORT WAS USED TO DETERMINE COMMUNITY BENEFIT SERVICES ALONG WITH ADDITIONAL INFORMATION PROVIDED BY THE COMMUNITY BENEFITS DEPARTMENT. WORKSHEET 2 FROM THE IRS INSTRUCTIONS WAS USED TO HELP DETERMINE THE COST-TO-CHARGE RATIO FOR COMMUNITY BENEFIT DETERMINATION.
PART III, LINE 4:   THE ORGANIZATION RECEIVES PAYMENT FOR SERVICES RENDERED TO PATIENTS FROM FEDERAL AND STATE GOVERNMENTS UNDER THE MEDICARE AND MEDICAID PROGRAMS, PRIVATELY SPONSORED MANAGED CARE PROGRAMS FOR WHICH PAYMENT IS MADE BASED ON TERMS DEFINED UNDER FORMAL CONTRACTS, AND OTHER PAYORS. THE ORGANIZATION BELIEVES THERE ARE NO SIGNIFICANT RISKS ASSOCIATED WITH RECEIVABLES FROM GOVERNMENT PROGRAMS. RECEIVABLES FROM CONTRACTED AND OTHERS ARE FROM VARIOUS PAYORS WHO ARE SUBJECT TO DIFFERING ECONOMIC CONDITIONS, AND DO NOT REPRESENT ANY CONCENTRATED RISKS TO THE ORGANIZATION. THE ORGANIZATION ANALYZES ITS HISTORICAL EXPERIENCE AND IDENTIFIES TRENDS FOR EACH OF ITS MAJOR PAYOR SOURCES OF REVENUE TO ESTIMATE THE APPROPRIATE ALLOWANCE FOR DOUBTFUL ACCOUNTS. THE AMOUNTS REPORTED IN THE TABLE WERE CALCULATED USING A COST-TO-CHARGE RATIO.
PART III, LINE 8:   AS A CATHOLIC HEALTH CARE MINISTRY, THE ORGANIZATION FOLLOWS THE CATHOLIC HEALTH ASSOCIATION'S COMMUNITY BENEFIT REPORTING GUIDELINES AND THEREFORE DOES NOT REPORT MEDICARE AS A COMMUNITY BENEFIT. MEDICARE COSTS ARE DETERMINED USING THE MEDICARE COST REPORT SUBMITTED FOR THE FISCAL YEAR USING CMS STANDARD COSTING METHODS. THIS METHOD INCLUDES SPECIFIC STEP-DOWN ALLOCATION PROCESSES WHICH ARE APPLIED TO CALCULATE ALLOWABLE MEDICARE COSTS.
PART III, LINE 9B:   COVENANT HEALTH SYSTEM PATIENT ACCOUNTS ARE NOT FORWARDED TO COLLECTION STATUS WHEN THE PATIENT MAKES A GOOD FAITH EFFORT TO RESOLVE OUTSTANDING ACCOUNT BALANCES. SUCH EFFORTS INCLUDE APPLYING FOR FINANCIAL ASSISTANCE, NEGOTIATING A PAYMENT PLAN, OR APPLYING FOR MEDICAID COVERAGE. PRIOR TO ADVANCING ANY ACCOUNT FOR EXTERNAL COLLECTION, THE ORGANIZATION PERFORMS AN EVALUATION TO IDENTIFY IF THE ACCOUNT QUALIFIES FOR CHARITY CARE. ACCOUNTS FOR PATIENTS WHO QUALIFY FOR CHARITY CARE ARE WRITTEN OFF AND COLLECTION EFFORTS ARE NOT PURSUED.
NEEDS ASSESSMENT:   A NEEDS ASSESSMENT IS COMPILED EVERY THREE YEARS WHICH DETAILS OVERARCHING HEALTHCARE CONCERNS FOR TEXAS IN GENERAL AS WELL AS MANY DETAILS AFFECTING THE LUBBOCK COMMUNITY BENEFIT SERVICE AREA IN PARTICULAR. SOME OF THE OTHER SOURCES USED FOR COVENANT'S NEEDS ASSESSMENT INCLUDE: ST. JOSEPH HEALTH SYSTEM'S PRC DATA ASSESSMENT, THE UNITED WAY COMMUNITY STATUS REPORT, AND THE TEXAS DEPARTMENT OF STATE HEALTH SERVICES DATA. THE PROCESS USED FOR THE PRIORITIZATION OF THE PROGRAMS WAS DETERMINED BY GENERAL CONSENSUS. ALL ASSESSMENTS USED FOR THIS PLAN, PRIMARY AND SECONDARY DATA THAT WAS ANALYZED, INDIVIDUAL MEETINGS WITH GROUPS OF STAKEHOLDERS, AND MEMBERS OF THE COMMUNITY BENEFIT COMMITTEE ALL CONFIRMED THE PROGRAMS WHICH ARE PRIORITIZED FOR THIS PLAN. THE COMMUNITY BENEFIT COMMITTEE, WHICH IS COMPOSED OF FIVE COVENANT BOARD MEMBERS AND FIVE COMMUNITY MEMBERS, BRINGS A HISTORY OF WORK WITHIN THE COMMUNITIES WE SERVE. THE FIVE BOARD MEMBERS HAVE A BROAD OVERVIEW OF THE CORE AND SECONDARY SERVICE AREAS; THE COMMUNITY MEMBERS UNDERSTAND THE DEMOGRAPHICS AND SPECIFIC NEEDS, PARTICULARLY IN THE LUBBOCK AREA. BY HEAVILY RELYING ON THE EXPERTISE OF THESE TEN MEMBERS, PRIORITIZATION OF THE PROGRAM WAS FINALIZED.
PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE:   THE ORGANIZATION POSTS NOTICES INFORMING THE PUBLIC OF THE FINANCIAL ASSISTANCE PROGRAM. NOTICES ARE POSTED IN HIGH VOLUME INPATIENT AND OUTPATIENT SERVICE AREAS. NOTICES ARE ALSO POSTED AT LOCATIONS WHERE A PATIENT MAY PAY THEIR BILL. NOTICES INCLUDE CONTACT INFORMATION ON HOW A PATIENT CAN OBTAIN MORE INFORMATION ON FINANCIAL ASSISTANCE AS WELL AS WHERE TO APPLY FOR ASSISTANCE. THESE NOTICES ARE POSTED IN ENGLISH AND SPANISH AND ANY OTHER LANGUAGES THAT ARE REPRESENTATIVE OF 5% OR GREATER OF PATIENTS IN THE HOSPITAL'S SERVICE AREA. ALL PATIENTS WHO DEMONSTRATE LACK OF FINANCIAL COVERAGE BY THIRD PARTY INSURERS ARE OFFERED AN OPPORTUNITY TO COMPLETE THE FINANCIAL ASSISTANCE APPLICATION AND ARE OFFERED INFORMATION, ASSISTANCE, AND REFERRAL AS APPROPRIATE TO GOVERNMENT SPONSORED PROGRAMS FOR WHICH THEY MAY BE ELIGIBLE.
COMMUNITY INFORMATION:   COVENANT IS THE ONLY SJHS MINISTRY PROVIDING SERVICES TO COMMUNITIES IN TWO STATES. COVENANT PROVIDES SERVICES IN NEW MEXICO AND DRAWS PATIENTS FROM NEW MEXICO COMMUNITIES INTO LUBBOCK. THE CIRCUMSTANCES OF THESE COMMUNITY MEMBERS PROFOUNDLY IMPACT THE ORGANIZATION AND THE SERVICES IT PROVIDES. COVENANT HEALTH SYSTEM'S COMMUNITY BENEFIT PRIORITIES ADDRESS DUHN POPULATIONS WITHIN BOTH CORE SERVICE AREAS AND SECONDARY SERVICE AREAS FOR COMMUNITY RESIDENTS WHO ARE FACED WITH MULTIPLE HEALTH PROBLEMS AND HAVE LIMITED ACCESS TO TIMELY, HIGH-QUALITY HEALTH CARE. CORE SERVICE AREAS INCLUDE THE TEXAS COUNTIES OF LUBBOCK, BAILEY, LAMB, HALE, FLOYD, MOTLEY, COCHRAN, HOCKLEY, CROSBY, DICKENS, YOAKUM, TERRY, LYNN, GARZA, KENT, GAINES, DAWSON, BORDEN, SCURRY, AND EDDY COUNTY IN NEW MEXICO. ESPECIALLY WITHIN LUBBOCK, FOUR NEIGHBORHOODS, ARNETT-BENSON, HARWELL, PARKWAY-CHERRY POINT AND DUNBAR-MANHATTAN HEIGHTS, ARE DESIGNATED AS MEDICALLY UNDERSERVED AREAS (MUA'S). SECONDARY SERVICE AREAS INCLUDE PARMER, CASTRO, AND KING COUNTIES IN TEXAS.
PROMOTION OF COMMUNITY HEALTH:   THE GOVERNING BODY IS COMPRISED OF A MAJORITY OF PERSONS WHO RESIDE IN THE HOSPITAL'S PRIMARY SERVICE AREA AND WHO ARE NOT EMPLOYEES, CONTRACTORS, OR FAMILY MEMBERS. THE SUB-COMMITTEE OF THE BOARD OF TRUSTEES, KNOWN AS THE COMMUNITY BENEFIT COMMITTEE, OVERSEES THE DEVELOPMENT AND IMPLEMENTATION OF THE COMMUNITY HEALTH NEEDS ASSESSMENT AND COMMUNITY BENEFIT PLAN EVERY THREE YEARS, AS WELL AS AN ANNUAL COMMUNITY BENEFIT REPORT. THE COMMITTEE ALSO PROVIDES GENERAL DIRECTION TO COVENANT HEALTH SYSTEM REGARDING: 1) BUDGETING DECISIONS, 2) COMMUNITY BENEFIT PROGRAM CONTENT, 3) COMMUNITY BENEFIT PROGRAM DESIGN, 4) TARGET GEOGRAPHIC/POPULATION, 5) PROGRAM CONTINUATION OR DISCONTINUATION, 6) FUND DEVELOPMENT SUPPORT, AND 7) COMMUNITY-WIDE ENGAGEMENT. MEDICAL STAFF PRIVILEGES ARE EXTENDED TO ALL QUALIFIED PHYSICIANS IN THE COMMUNITY. GIVING BACK TO THE COMMUNITY IS INTEGRATED INTO EVERY ASPECT OF OUR ORGANIZATION. AS A MEMBER OF THE FAITH-BASED HEALTH MINISTRY OF ST. JOSEPH HEALTH SYSTEM, WE PROVIDE FREE AND DISCOUNTED CARE VIA OUR FINANCIAL ASSISTANCE PROGRAM AND HAVE A FUNDING STREAM TO ADDRESS THE NEEDS OF THE ECONOMICALLY POOR AND VULNERABLE IN THE COMMUNITIES WE SERVE. OUR MISSION IS TO PROVIDE QUALITY CARE TO ALL OUR PATIENTS, REGARDLESS OF ABILITY TO PAY. WE BELIEVE THAT NO ONE SHOULD DELAY SEEKING NEEDED MEDICAL CARE BECAUSE THEY LACK HEALTH INSURANCE. THAT IS WHY COVENANT HEALTH SYSTEM, AS A MINISTRY OF ST. JOSEPH HEALTH SYSTEM, HAS A PATIENT FINANCIAL ASSISTANCE PROGRAM THAT PROVIDES FREE OR DISCOUNTED SERVICES TO ELIGIBLE PATIENTS. ON AN ANNUAL BASIS, TEN PERCENT OF OUR NET INCOME IS DEVOTED TO FUND COMMUNITY PROGRAMS FOR THE ECONOMICALLY POOR (CARE FOR THE POOR FUNDS). SPECIFICALLY, FUNDS ARE USED FOR OUTREACH PROGRAMS, DEFINED AS THOSE SERVICES THAT ADDRESS A SPECIFIC UNMET HEALTH NEED AND ARE SEPARATE FROM TRADITIONAL ACUTE CARE SERVICES. IN ADDITION TO DEVOTING A PERCENTAGE OF OUR NET INCOME TO COMMUNITY PROGRAMS FOR THE ECONOMICALLY POOR VIA CARE FOR THE POOR FUNDS, WE STRIVE TO ANNUALLY BUDGET A PORTION OF OUR TOTAL OPERATING EXPENSES FOR HEALTHY COMMUNITIES AND COMMUNITY HEALTH EFFORTS. DURING THE PAST YEAR, COVENANT HEALTH SYSTEM DEDICATED $1,788,177 IN CARE FOR THE POOR FUNDS AND $1,934,990 TO HEALTHY COMMUNITIES AND COMMUNITY HEALTH INITIATIVES. THIS FUNDING CONTRIBUTED TO THE FOLLOWING COVENANT HEALTH SYSTEM PROGRAMS: HEALTH & NUTRITION EDUCATION, MENTAL HEALTH COUNSELING, ADULT DENTAL, CHILDREN'S DENTAL, COMMUNITY HEALTH SCREENINGS AND COVENANT BODY MIND INITIATIVE.
AFFILIATED HEALTH CARE SYSTEM:   COVENANT HEALTH SYSTEM IS A HEALING MINISTRY OF ST. JOSEPH HEALTH SYSTEM, AN INTEGRATED HEALTHCARE DELIVERY SYSTEM SPONSORED BY THE ST. JOSEPH HEALTH MINISTRY. ST. JOSEPH HEALTH SYSTEM IS ORGANIZED INTO THREE REGIONS: NORTHERN CALIFORNIA, SOUTHERN CALIFORNIA, AND WEST TEXAS/EASTERN NEW MEXICO. THE SYSTEM INCLUDES 14 ACUTE CARE HOSPITALS, HOME HEALTH AGENCIES, HOSPICE CARE, OUTPATIENT SERVICES, COMMUNITY CLINICS, AND PHYSICIAN ORGANIZATIONS. EACH ASSOCIATED MINISTRY WORKS TO LIVE OUT ITS MISSION OF IMPROVING THE HEALTH AND QUALITY OF LIFE OF THE COMMUNITIES IT SERVES. IN 1986, ST. JOSEPH HEALTH SYSTEM CREATED A PLAN AND BEGAN AN EFFORT TO FURTHER ITS COMMITMENT TO NEIGHBORS IN NEED. WITH A VISION OF REACHING BEYOND THE WALLS OF ITS HEALTHCARE FACILITIES AND TRANSCENDING TRADITIONAL EFFORTS OF PROVIDING FREE CARE FOR THOSE IN NEED OF ACUTE SERVICES, ST. JOSEPH HEALTH SYSTEM CREATED THE ST. JOSEPH HEALTH SYSTEM FOUNDATION TO IMPROVE THE HEALTH OF LOW-INCOME INDIVIDUALS RESIDING IN LOCAL COMMUNITIES. OUR FOUNDATIONAL DOCUMENT, A VISION OF VALUES, FORMALIZES A PROCESS THROUGH WHICH THE HOSPITAL MINISTRIES RETURN TEN PERCENT OF THEIR NET INCOME TO THE ST. JOSEPH HEALTH SYSTEM FOUNDATION TO SUPPORT OUTREACH EFFORTS FOR THE MATERIALLY POOR. THE FOUNDATION FUNDS PROGRAMS THAT EXEMPLIFY THE FOUR CORE VALUES OF ST. JOSEPH HEALTH SYSTEM: SERVICE, EXCELLENCE, DIGNITY, AND JUSTICE.
STATE FILING OF COMMUNITY BENEFIT REPORT:   TEXAS MINISTRIES REPORT TO STATE OF TEXAS DEPARTMENT OF STATE HEALTH SERVICES IN ACCORDANCE WITH THE TEXAS HEALTH AND SAFETY CODE - SECTION 311.045.
Schedule H (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
COVENANT HEALTH SYSTEM
 
Employer identification number
75-2765566
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) DIOCESE OF LUBBOCKPO BOX 98700
LUBBOCK,TX79416 		75-2773524 501(C)(3) 50,000        
(2) FIRST UNITED METHODIST CHURCH1411 BROADWAY
LUBBOCK,TX79401 		501(C)(3) 30,000       GRANT FOR FUMC TV WORSHIP SERVICE
(3) TEXAS TECH UNIVERSITYBOX 41105
LUBBOCK,TX79409 		75-2668014 GOVERNMENT 125,000       HEALTH COMMUNITY & CHILDHOOD OBESITY PROGRAM
(4) AMERICAN CANCER SOCIETY LUBBOCK3513 10TH ST
LUBBOCK,TX79415 		23-7040934 501(C)(3) 5,500       RELAY FOR LIFE & CHILD PARTY
(5) SUSAN KOMAN FOUNDATION7412 UNIVERSITY AVE
LUBBOCK,TX79423 		75-1835298 501(C)(3) 25,000       RACE FOR THE CURE
(6) ST JOSEPH HEALTH SYSTEM FOUNDATION500 S MAIN ST
ORANGE,CA92868 		33-0143024 501(C)(3) 3,555,500       CARE FOR THE POOR












2
Enter total number of section 501(c)(3) and government organizations ......................... Bullet Image
6
3
Enter total number of other organizations ................................ . Bullet Image
0
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
DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS SCHEDULE I, PART I, LINE 2 DONATIONS MADE TO OTHER ORGANIZATIONS ARE APPROVED BY MANAGEMENT TO ENSURE THEY SUPPORT THE MISSION OF COVENANT HEALTH SYSTEM. NO ADDITIONAL MONITORING IS DONE.
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
COVENANT HEALTH SYSTEM
 
Employer identification number

75-2765566
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
 
No
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
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
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) RICHARD PARKS (i)
(ii)		 0
378,190 		0
97,587 		0
100,907 		0
0 		0
8,649 		0
585,333 		0
0
(2) JOHN GRIGSON (i)
(ii)		 346,128
0 		115,291
0 		104,657
0 		9,766
0 		17,090
0 		592,932
0 		0
0
(3) SCOTT ROBINS MD (i)
(ii)		 384,349
0 		126,822
0 		158,069
0 		19,575
0 		5,105
0 		693,920
0 		0
0
(4) SUSAN NEVES (i)
(ii)		 250,852
0 		82,300
0 		175,539
0 		19,342
0 		5,076
0 		533,109
0 		71,089
0
(5) STEVEN MCCAMY (i)
(ii)		 306,806
0 		103,807
0 		95,087
0 		9,772
0 		20,121
0 		535,593
0 		0
0
(6) ROXIE TAYLOR (i)
(ii)		 250,890
0 		82,300
0 		119,098
0 		19,557
0 		5,039
0 		476,884
0 		0
0
(7) SHARYN IVORY (i)
(ii)		 205,849
0 		68,084
0 		152,765
0 		26,929
0 		7,153
0 		460,780
0 		91,061
0
(8) SHARON CLARK (i)
(ii)		 254,513
0 		88,940
0 		70,898
0 		9,696
0 		20,405
0 		444,452
0 		0
0
(9) SHARON PRATHER (i)
(ii)		 219,104
0 		82,390
0 		106,965
0 		24,226
0 		9,833
0 		442,518
0 		12,623
0
(10) KAREN BAGGERLY (i)
(ii)		 233,563
0 		76,655
0 		95,987
0 		26,774
0 		5,102
0 		438,081
0 		0
0
(11) RODNEY CATES (i)
(ii)		 207,237
0 		70,050
0 		76,875
0 		16,805
0 		13,278
0 		384,245
0 		0
0
(12) FELICIA GORDON (i)
(ii)		 175,203
0 		58,560
0 		58,586
0 		24,500
0 		9,677
0 		326,526
0 		0
0
(13) MELINDA CLARK (i)
(ii)		 0
0 		0
0 		0
367,265 		0
0 		0
0 		0
367,265 		0
0
(14) JOE RANDOLPH UNTIL 63011 (i)
(ii)		 0
710,258 		0
241,550 		0
339,117 		0
22,031 		0
28,698 		0
1,341,654 		0
0
(15) JAMES HARRELL MD UNTIL 123110 (i)
(ii)		 0
597,082 		0
2,709 		0
8,417 		0
8,000 		0
11,655 		0
627,863 		0
0
(16) STEVEN BECK (i)
(ii)		 150,530
0 		50,400
0 		66,506
0 		15,834
0 		9,747
0 		293,017
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
SUPPLEMENTAL COMPENSATION INFORMATION SCHEDULE J, PART I, LINE 1A ST. JOSEPH HEALTH SYSTEM ALLOWS FOR COMPANION TRAVEL TO CERTAIN PRE-APPROVED, MINISTRY SPONSORED EVENTS. COMPANION TRAVEL IS TREATED AS TAXABLE COMPENSATION IN MOST CASES. IN THE CASE THAT COMPANION TRAVEL IS NOT TAXABLE COMPENSATION, THE INDIVIDUAL IS PROVIDING A SERVICE TO THE HEALTH SYSTEM AS A REPRESENTATIVE WITH KNOWLEDGE OF THE COMMUNITIES AND MINISTRIES WE SERVE. MEMBERS OF THE BOARD AND EXECUTIVE MANAGEMENT TEAM ARE SELECTED TO PARTICIPATE IN AN ANNUAL PILGRIMAGE TO LE PUY, FRANCE, WHERE THE SISTER'S FIRST CONGREGATION WAS FORMED. THE PURPOSE OF THE PILGRIMAGE IS FOR THE ORGANIZATION'S LEADER TO DEVELOP A DEEPER UNDERSTANDING OF THE ROOTS AND HERITAGE OF THE ORGANIZATION IN ORDER TO CARRY OUT THE MISSION. COMPANION TRAVEL IS CONSIDERED TO BE AN ESSENTIAL PART OF THIS EXPERIENCE AND THE COMPANION ACTS AS A REPRESENTATIVE WITH KNOWLEDGE OF THE COMMUNITIES AND MINISTRIES WE SERVE. THE FOLLOWING INDIVIDUAL RECEIVED A BENEFIT FOR COMPANION TRAVEL THAT WAS INTENDED TO BE COMPENSATION. THE BENEFITS WERE PAID BY COVENANT HEALTH SYSTEM'S TAX-EXEMPT PARENT, ST. JOSEPH HEALTH SYSTEM. STEVEN MCCAMY - $7,014 COMPANION ATTENDANCE IS ALSO AN ESSENTIAL PART OF THE TRUSTEE CONFERENCE. THE FOLLOWING TRUSTEES RECEIVED A BENEFIT FOR COMPANION TRAVEL THAT WAS INTENDED TO BE COMPENSATION. MARK JOHNSON - $375 JAMES HARRELL - $292 BRENT HOFFMAN - $375 JANIE RAMIREZ - $375 MICHAEL ROBERTSON - $342 DAVID SEIM - $428 JOHN ZWIACHER - $358 SHARON PRATHER - $375 EXECUTIVES RECEIVE A PERCENTAGE OF BASE COMPENSATION FOR DISCRETIONARY SPENDING. THESE AMOUNTS ARE INCLUDED IN OTHER REPORTABLE COMPENSATION.
DESCRIPTION OF CEO PAID BY EXEMPT PARENT SCHEDULE J, PART I, LINE 3 THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER IS PAID BY ITS TAX-EXEMPT PARENT, ST. JOSEPH HEALTH SYSTEM, AND IS DISCLOSED AS A PERSON PAID BY A RELATED ORGANIZATION. SEE SCHEDULE O, PART VI, LINE 15A AND 15B FOR THE PROCESS THAT IS COMPLETED BY THE ST. JOSEPH HEALTH SYSTEM.
SEVERANCE PAYMENTS SCHEDULE J, PART I, LINE 4A MELINDA CLARK RECEIVED $367,265 FOR SEVERANCE PAID THROUGH ST. JOSEPH HEALTH SYSTEM.
DESCRIPTION OF SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN SCHEDULE J, PART I, LINE 4B EXECUTIVES COULD PARTICIPATE IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN UNDER INTERNAL REVENUE CODE 457(F). THE PLAN WAS FROZEN EFFECTIVE DECEMBER 31, 2007 AFTER WHICH TIME NO FURTHER CONTRIBUTIONS WERE PERMITTED TO THE PLAN. THIS PLAN WILL CEASE TO EXIST ONCE ALL BENEFITS HAVE BEEN DISTRIBUTED IN ACCORDANCE WITH PROVISIONS OF THE PLAN. DISTRIBUTIONS FOR THE YEAR WERE AS FOLLOWS: SUSAN NEVES - $71,089 SHARYN IVORY - $91,061 SHARON PRATHER - $12,623
DESCRIPTION OF NON-FIXED PAYMENTS SCHEDULE J, PART I, LINE 7 A PORTION OF THE EXECUTIVE'S SALARY IS PLACED "AT-RISK" AND IS NOT AWARDED UNLESS SPECIFIC STRATEGIC OBJECTIVE TARGETS ARE MET OR EXCEEDED. THE AT-RISK EXECUTIVE PLAN IS DESIGNED TO MOTIVATE AND REWARD EXECUTIVES FOR TEAM PERFORMANCE THAT SUPPORTS THE STRATEGIC GOALS AND SUCCESSFUL PERFORMANCE OF ST. JOSEPH HEALTH SYSTEM. AT-RISK PAY IS AWARDED TO ASSISTANT VICE PRESIDENTS, VICE PRESIDENTS, SENIOR VICE PRESIDENTS, EXECUTIVE VICE PRESIDENTS, AND THE CHIEF EXECUTIVE OFFICER BASED ON ACHIEVING OR SURPASSING SPECIFIC GOALS THAT ARE PREDETERMINED BY THE BOARD OF TRUSTEES PRIOR TO THE BEGINNING OF THE FISCAL YEAR. THE GOALS INCLUDE OUR STRATEGIC OBJECTIVES OF PERFECT CARE, SACRED ENCOUNTERS, AND HEALTHIEST COMMUNITIES AS WELL AS FISCAL STEWARDSHIP. EACH OF THESE FACTORS IS TAKEN INTO CONSIDERATION WHEN DETERMINING THE PERCENTAGE OF AT-RISK PAY.
SUPPLEMENTAL INFORMATION REGARDING BOARD MEMBERS' COMPENSATION   MARK JOHNSON, M.D. AND MICHAEL ROBERTSON, M.D. RECEIVED COMPENSATION FOR MEDICAL SERVICES PROVIDED, NOT FOR BOARD MEMBER SERVICES.
Schedule J (Form 990) 2010

Additional Data


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

75-2765566
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501 (c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Description of transaction (c) Corrected?
Yes No





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

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 26, or Form 990-EZ, Part V, line 38a.
(a) Name of interested person and purpose (b) Loan to or from the organization? (c)Original principal amount (d)Balance due (e) In default? (f) Approved by board or committee? (g)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b)Relationship between interested person and the organization (c)Amount of grant or type of assistance
For Privacy Act and Paperwork Reduction Act Notice, see the
Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2010
Schedule L (Form 990 or 990-EZ) 2010
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) BENCHMARK SOLUTIONS DAN POPE / BOARD MEMBER 100,259 GRAPHIC & SERVICES CHARGES   No
(2) MEMPHIS PLACE MALL LTD MICHAEL ROBERTSON/BD MMBR 116,007 LEASE OF BUILDING   No
(3) MARTY HARRELL SPOUSE OF BOARD MEMBER 94,857 EMPLOYEE OF CHS   No
(4) PULMONARY ASSOCIATES CHEKERU/JOHNSON/PARTNERS 589,894 MEDICAL SERVICES   No
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2010

Additional Data


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SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
NonCash Contributions
Right pointing arrow large imageComplete if the organization answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
COVENANT HEALTH SYSTEM
 
Employer identification number

75-2765566
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of Contributions or items contributed 		(c)
Contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded .        
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( MEDICAL EQUIPMENT ) X 1 1,461,557 COST/SELLING PRICE
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
0
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell non-cash
contributions? ............................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report revenues in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) 2010
Schedule M (Form 990) 2010
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33. Also complete this part for any additional information.
Identifier Return Reference Explanation
Schedule M (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
COVENANT HEALTH SYSTEM
 
Employer identification number

75-2765566
Identifier Return Reference Explanation
ORGANIZATION'S MISSION FORM 990, PART I, LINE 1 & PART III, LINE 1 AS A MEMBER OF THE ST. JOSEPH HEALTH SYSTEM, COVENANT HEALTH SYSTEM IS COMMITTED TO EXTENDING THE HEALING MINISTRY OF JESUS IN THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE BY CONTINUALLY IMPROVING THE HEALTH AND QUALITY OF LIFE OF PEOPLE IN THE COMMUNITIES WE SERVE. OUR MISSION IS REALIZED THROUGH THE DELIVERY OF QUALITY IN-PATIENT AND OUT-PATIENT SERVICES AND FOCUSED COMMUNITY INITIATIVES AND PROGRAMS THAT ARE DEDICATED TO IMPROVING THE LIVES OF ALL WE SERVE.
PROGRAM SERVICE ACCOMPLISHMENTS FORM 990, PART III, LINE 4 THREE MISSION OUTCOMES COVENANT HEALTH SYSTEM IS COMMITTED TO THREE SYSTEMWIDE MISSION OUTCOMES: EVERY INTERACTION WILL BE EXPERIENCED AS A SACRED ENCOUNTER. THE GOAL OF SACRED ENCOUNTER HAS A DIRECT CONNECTION TO THE OVERALL MISSION. OUR VALUE OF DIGNITY CALLS FOR US TO RESPECT EACH PERSON AS AN INHERENTLY VALUABLE MEMBER OF THE HUMAN COMMUNITY AND AS A UNIQUE EXPRESSION OF LIFE. WE STRIVE TO DO THIS BY KEEPING AT THE FOREFRONT OF OUR MINDS THE UNDERSTANDING OF THE IMPACT WE CAN HAVE ON ONE ANOTHER WITH EVERY ACTION WE TAKE. TODAY A YOUNG MAN CAME IN FOR A DENTAL APPOINTMENT. HE WAS ALMOST AN HOUR EARLY FOR HIS APPOINTMENT, WHICH WAS AT 1:00. WHEN HE GOT TO THE OFFICES EVERYONE WAS OUT TO LUNCH EXCEPT ANITA AND ME. WE GOT OUT THE MEDICAL HISTORY AND CONSENT FORMS FOR HIM TO BEGIN WORKING ON BECAUSE HE WAS A NEW PATIENT. I GOT HIM SET UP AT OUR CONFERENCE TABLE SO HE COULD FILL OUT THE FORMS. ANITA CAME OVER TO SEE IF HE HAD ANY QUESTIONS ABOUT THE FORMS. AS ANITA AND I STARTED TO GO BACK TO OUR DESKS, HE STOPPED US AND SHARED HOW EXTREMELY GRATEFUL HE WAS THAT MONA WORKED HIM INTO THE SCHEDULE TODAY AND THAT WE OFFER THIS SERVICE TO "PEOPLE LIKE HIM." HE EXPLAINED THAT HE IS A RECOVERING HEROIN ADDICT AND THAT GOD HAS BEEN WORKING IN HIS LIFE TO HELP HIM MOVE THROUGH ALL THE MISTAKES AND BAD DECISIONS HE MADE OVER THE YEARS. HE IS NOW ON MEDICATIONS FOR MENTAL HEALTH ISSUES AND HAS BEEN TOTALLY CLEAN FOR QUITE SOME TIME. HE SPOKE OF SUPPORT FROM HIS CHURCH, HIS MOTHER, HIS CASEWORKER AND HIS DOCTORS. HE ALSO SHARED THAT HE TAKES FULL RESPONSIBILITY FOR HIS PAST ACTIONS AND TRIES TO BE COMPLETELY HONEST WITH PEOPLE ABOUT HIS HISTORY. HE SHARED THAT HIS TEETH SUFFERED FROM THE DRUG ABUSE AND AS HE IS WORKING TO BEGIN A NEW LIFE HE NEEDS TO HAVE HIS TEETH TAKEN CARE OF. HE KNOWS HE WILL LIKELY NEED PARTIALS AND WAS EXCITED THAT WE OFFER THAT SERVICE TOO. HE TOLD US THAT JUST FIVE DAYS AGO HE WENT TO CHURCH TO HAVE HIS TEETH PRAYED OVER; AS HE WAS WALKING HOME FROM CHURCH HIS CELL PHONE RANG. IT WAS HIS CASEWORKER CALLING TO TELL HIM ABOUT COVENANT'S DENTAL OUTREACH. HE CALLED MONA AND WAS ABLE TO GET WORKED IN TO BE SEEN BY DR. LOVETT TODAY. JUST FIVE DAYS AFTER HIS TEETH WERE PRAYED OVER! HE SPOKE VERY OPENLY ABOUT MISTAKES HE HAD MADE BUT WAS REASSURED THAT GOD FORGIVES HIM AND IS WORKING IN HIS LIFE. THE SINCERE GRATITUDE THAT THIS YOUNG MAN FELT AND EXPRESSED WAS WRITTEN ALL OVER HIS FACE AND I COULD SEE DEEP EMOTION AS HE FOUGHT BACK TEARS. HE TRULY TOUCHED MY HEART. SO SMILE. ALL PATIENTS WILL RECEIVE PERFECT CARE. IT IS OUR ATTENTION TO DETAIL AND THE SMALLEST IMPERFECTIONS OF EACH PATIENT'S EXPERIENCE THAT DRIVES A DEEPER UNDERSTANDING AND ULTIMATELY A SUSTAINABLE APPROACH TO THE ACHIEVEMENT OF PERFECT CARE. THE ADULT DENTAL PROGRAM HAD 1,596 PATIENT ENCOUNTERS AND SERVED 1,452 PATIENTS. AT EACH PATIENT ENCOUNTER, THERE IS THE OPPORTUNITY FOR EDUCATION AND INTERACTION WITH THE PATIENT BY BOTH THE DENTIST AND THE DENTAL ASSISTANT. ADDITIONAL EFFORTS TO KEEP EMERGENCY DEPARTMENT DENTAL REFERENCES OUT OF THE EMERGENCY DEPARTMENT ARE ALSO GRADUALLY IMPROVING. ONE NEW PROCESS THAT WAS IMPLEMENTED THIS YEAR WAS THE FAMILY DENTAL EMERGENCY CLINIC. THE EMERGENCY DENTAL CLINIC ALLOWS US TO TREAT UNDERPRIVILEGED ADULTS WHO ARE EXPERIENCING DENTAL PAIN OR INFECTION MORE QUICKLY. THE PROGRAM BEGAN IN MARCH OF 2010 AND WE WERE ABLE TO TREAT 100% OF THE FINANCIALLY QUALIFIED DENTAL EMERGENCIES REFERRALS MADE TO OUR CLINIC. THIS HELPS TO PREVENT MULTIPLE EMERGENCY ROOM VISITS FOR OUR PATIENTS. THE COMMUNITIES WE SERVE WILL BE AMONG THE HEALTHIEST IN OUR NATION. WE SEEK TO DEVELOP COMMUNITY HEALTH INITIATIVES THAT IMPACT LONG-TERM HEALTH ACROSS THE ENTIRE COMMUNITY. TEXAS TECH UNIVERSITY (TTU) CENTER FOR PREVENTION AND RESILIENCY (CPR) FOCUSED ON PROGRAM DELIVERY AND COMMUNITY ENHANCEMENT ACTIVITIES AT THE TALKINGTON SCHOOL FOR YOUNG WOMEN LEADERS AND OL SLATON MIDDLE SCHOOL, BOTH IN THE LUBBOCK INDEPENDENT SCHOOL DISTRICT, AND CHRIST THE KING CATHEDRAL SCHOOL. THE COVENANT BMI AGAIN SPONSORED THE FIT4FUN KID'S TRIATHLON, PARTNERING WITH TEXAS TECH UNIVERSITY, AS A COMMUNITY OUTREACH ACTIVITY. THERE WERE 140 PARTICIPANTS AGES 7-14. FOLLOWING THE TRIATHLON, CBMI SPONSORED THE TEXAS TECH LEISURE POOL FOR THE ATHLETES AND THEIR FAMILIES TO ENJOY TIME TOGETHER; THIS INVOLVED APPROXIMATELY 250 PEOPLE. WE ALSO PARTICIPATED IN THE JUNIOR LEAGUE SPONSORED HEALTHY KIDS CAMP IN JUNE. WE PRESENTED LESSONS AND ACTIVITIES FOR 30 GIRLS. OUR ENHANCEMENTS CONTINUE TO BE: 6TH GRADE: THE INNER BEAUTY PAGEANT, FOCUSING ON THE PERSON THE STUDENT IS ON THE INSIDE, AND BE YOUR OWN TOP CHEF, TEACHING ABOUT HEALTHY SNACKS AND ACTUALLY MAKING A HEALTHY SNACK; 7TH GRADE: WEFIT, AT THE TEXAS TECH REC CENTER, AND NEW IN 2011 IS ROOTS TO RISE. THIS ENHANCEMENT RELATES TO OUR IDENTITY AND BELONGING LESSONS, HELPING THE STUDENTS REALIZE THAT THERE ARE PEOPLE WHO THEY CAN IDENTIFY WITH AND GROUPS THEY BELONG TO THAT THEY MIGHT NOT HAVE BEEN AWARE OF; AND 8TH GRADE: LIVESAFE, WHICH TEACHES FIRST AID FOR CHOKING AND SELF DEFENSE, AND EXPRESS YOURSELF, AN ENHANCEMENT THAT ENCOURAGES STUDENTS TO EXPRESS THEMSELVES THROUGH WRITING AND ART. INITIATIVE OR PROGRAM NAME: NURSING AND RADIOLOGY STUDENTS KEY COMMUNITY PARTNERS: TEXAS TECH HEALTH SCIENCES CENTER (TTUHSC), SOUTH PLAINS COLLEGE, LUBBOCK CHRISTIAN UNIVERSITY TARGET POPULATION: PATIENTS IN THE HOSPITAL GOAL: TO ALLOW NURSING, RADIOLOGY, AND SURGICAL TECHNICIAN STUDENTS FROM COVENANT, SOUTH PLAINS COLLEGE, TTUHSC AND LUBBOCK CHRISTIAN UNIVERSITY TO FULFILL THEIR CLINICAL ROTATION HOURS UNDER THE SUPERVISION OF CHS NURSES, RADIOLOGY TECHNICIANS, AND SURGICAL TECHNICIANS. HOW WILL WE MEASURE SUCCESS? NURSING AND RADIOLOGY STUDENTS WITH HANDS ON EXPERIENCE; AND THE KNOWLEDGE TO CREATE COMPETENT REGISTERED NURSES, RADIOLOGY TECHS AND SURGICAL TECHS. FY 11 ACCOMPLISHMENTS: THIS PROGRAM REPORTED $1,833,059 A DECREASE OF 35.9% FROM FY 2010. INITIATIVE OR PROGRAM NAME: ALLIED HEALTH STUDENTS TARGET POPULATION: PATIENTS IN THE HOSPITAL GOAL: TO ALLOW HEALTH STUDENTS IN THE FIELDS OF FOOD AND NUTRITION, OCCUPATIONAL THERAPY AND PHYSICAL THERAPY TO FULFILL THEIR CLINICAL ROTATION HOURS UNDER THE SUPERVISION OF CHS ALLIED HEALTH PROFESSIONALS. HOW WILL WE MEASURE SUCCESS? INCREASED NUMBER OF HEALTHCARE PROFESSIONALS IN THE SOUTH PLAINS AREA; ALLIED HEALTH STUDENTS WITH HANDS-ON EXPERIENCE AND KNOWLEDGE TO CREATE COMPETENT HEALTHCARE PROFESSIONALS. FY 11 ACCOMPLISHMENTS: THIS PROGRAM REPORTED $351,573 A DECREASE OF 19.7% FROM FY 2010. INITIATIVE OR PROGRAM NAME: KECC COMMUNITY RESOURCE CENTER TARGET POPULATION: ANY COMMUNITY MEMBERS OR HEALTHCARE PROFESSIONALS WHO RECEIVE HEALTH-RELATED EDUCATION. GOAL: TO PROVIDE THE COMMUNITY AND SURROUNDING AREAS ACCESS TO HEALTH-RELATED EDUCATION RESOURCES AND TRAINING TO PROMOTE RECOVERY AND GOOD HEALTH. HOW WILL WE MEASURE SUCCESS?: BY BECOMING THE FIRST PLACE THAT THE COMMUNITY OF LUBBOCK AND SURROUNDING AREA TURNS TO FOR UP-TO-DATE INFORMATION ON HEALTH EDUCATION TO IMPROVE THE LIVES OF PATIENTS, THEIR FAMILIES, AND THE COMMUNITY. FY 11 ACCOMPLISHMENTS: THIS PROGRAM REPORTED $1,208,975 AND REMAINED THE SAME FROM FY 2010. NAME OF INITIATIVE OR PROGRAM: HEALTH AND NUTRITION EDUCATION THE DIABETES MANAGEMENT EDUCATION CLASS IS A GROWING HEALTH EDUCATION PROGRAM. THE FREE CLASS IS COORDINATED AND TAUGHT BY OUR STAFF NUTRITIONIST, AND IS OFFERED FOR THOSE IN THE COMMUNITY WHO HAVE BEEN RECENTLY DIAGNOSED WITH DIABETES. THE COURSE CONTENT INCLUDES OVERALL TOPICS AND VIDEOS ON DIABETES, NUTRITION, DIET, EXERCISE, AND PREVENTION, WITH SPECIALIZED TOPICS ON HYPOGLYCEMIA AND HYPERGLYCEMIA, MEAL PLANNING, ALCOHOL, DEPRESSION, FOOD LABELS, CARBOHYDRATES, DINING OUT, AND SICK-DAY MANAGEMENT. PARTICIPANTS COME TO FOUR SESSIONS OVER A 4-WEEK PERIOD AND RECEIVE A FREE GLUCOMETER AFTER ATTENDING THREE CLASSES IN ORDER TO HELP THEM KEEP TRACK OF THEIR BLOOD SUGAR. IN FY2011, THE HEALTH EDUCATION PROGRAM HAD 294 INDIVIDUAL PATIENT ENCOUNTERS, 396 ENCOUNTERS IN THE SCHOOL SETTING, AND HAD 96 PATIENTS COMPLETE THE FULL DIABETES EDUCATION PROGRAM. THROUGH THE DIABETES MANAGEMENT EDUCATION CLASS, PATIENTS GET SHOWN THE IMPORTANCE OF DIET AND NUTRITION AS A COMPONENT OF THEIR OWN AND THEIR FAMILY'S DIABETIC HEALTH.
THE HEALTH EDUCATION PROGRAM STAFF DISTRIBUTED FLIERS AND POSTERS TO LOCAL   AGENCIES TO MARKET THE FREE DIABETES MANAGEMENT EDUCATION PROGRAM. IN ADDITION TO MAINTAINING RELATIONSHIPS WITH EXISTING REFERRAL SOURCES, HEALTH EDUCATION PROGRAM STAFF MADE 12 NEW CONTACTS WITH POTENTIAL REFERRAL SOURCES, MAKING INTRODUCTIONS, PROVIDING INFORMATION ABOUT HEP PROGRAMS AND DISTRIBUTING EDUCATIONAL AND INFORMATIVE MATERIALS TO EACH. THANK YOU NOTES WERE ALSO SENT TO 16 REFERRAL SOURCES. THROUGH HEP'S DIABETES EDUCATION CLASSES, PATIENTS REPORTED A TOTAL 14 REFERRAL SOURCES REFERRED TO OUR PROGRAM. PRESENT EDUCATIONAL INFORMATION ON BASIC NUTRITION, EXERCISE AND DIABETES PREVENTION TO THE STUDENTS OF THE ADULT EDUCATION PROGRAM AT THE LUBBOCK INDEPENDENT SCHOOL DISTRICT'S DOROTHY LOMAX CENTER: THREE EDUCATIONAL PRESENTATIONS ON BASIC NUTRITION, EXERCISE AND DIABETES PREVENTION WERE PROVIDED TO A TOTAL OF 68 STUDENTS OF THE ADULT EDUCATION PROGRAM AT LUBBOCK INDEPENDENT SCHOOL DISTRICT'S DOROTHY LOMAX CENTER. A PRE- AND POST-TEST WERE ADMINISTERED TO THE STUDENTS TO MEASURE THEIR KNOWLEDGE OF BASIC NUTRITION, EXERCISE, AND DIABETES PREVENTION. SCORES RESULTED IN AN AVERAGE PRE-TEST SCORE OF 85% AND AN AVERAGE POST-TEST SCORE OF 94%. INITIATIVE OR PROGRAM NAME: COUNSELING CENTER FACILITATE PSYCHO EDUCATION ON THE EMOTIONAL ASPECTS OF DIABETES: THE LEVEL OF INVOLVEMENT BY COVENANT COUNSELING CENTER (CCC) STAFF AND TOPICS PRESENTED IN THE HEALTH EDUCATION PROGRAM (HEP) WERE MAINTAINED. THE DECREASE IN NUMBER OF ATTENDEES IS DUE TO HAVING ONLY ONE PROFESSIONAL STAFF MEMBER IN OUR HEP. THREE FEWER DIABETES EDUCATION SERIES OF HEALTH EDUCATION CLASSES WERE OFFERED DUE TO HER BEING OUT ON MEDICAL LEAVE. PSYCHO EDUCATION WAS PRESENTED BY CCC STAFF TO THE 97 PARTICIPANTS OF THE HEP DIABETES EDUCATION CLASSES IN COORDINATION WITH THE HEP REGISTERED/LICENSED DIETITIAN. EACH CLASS SESSION INCLUDED PRESENTATIONS AND DISCUSSIONS REGARDING THE EMOTIONAL ASPECTS OF DIABETES INCLUDING "THE CONNECTION BETWEEN DIABETES AND DEPRESSION," SYMPTOMS OF DEPRESSION AND SYMPTOM MANAGEMENT, "HOW STRESS AFFECTS BLOOD SUGAR LEVELS," STRESS MANAGEMENT, COGNITIVE SKILLS SUCH AS REFRAMING AND INTERVENTION IN NEGATIVE THINKING, AND APPROPRIATE SELF-CARE. IN THE CLOSING SESSION OF EACH FOUR-WEEK EDUCATION SERIES, ATTENDEES WERE ASKED TO COMPLETE AN OPINION SURVEY SOLICITING HIS OR HER OPINION REGARDING THE INFORMATION PRESENTED INCLUDING "YES" OR "NO" ANSWERS REGARDING WHETHER OR NOT THE ATTENDEE LEARNED NEW INFORMATION ABOUT THE EMOTIONAL ASPECTS OF DIABETES, THE IMPORTANCE OF KNOWING ABOUT THE CONNECTION BETWEEN DIABETES AND DEPRESSION, EASE OF UNDERSTANDING THE INFORMATION PRESENTED, INCREASE IN THE PATIENT'S KNOWLEDGE ABOUT AND RECOGNITION OF SYMPTOMS OF DEPRESSION AND BEING ABLE TO RECOGNIZE THOSE SYMPTOMS IN HIS/HERSELF AND ANY LIKELIHOOD OF ASKING FOR HELP WITH ANY OF THE SYMPTOMS IF RECOGNIZED. NINETY-NINE PERCENT (99%) OF THE SURVEY QUESTIONS WERE ANSWERED FAVORABLY ("YES"), INDICATING A VERY POSITIVE OUTCOME. ATTENDEES WERE INFORMED OF THE SERVICES AVAILABLE AT THE CCC AND THE EASE OF ACCESS TO THOSE SERVICES FOR PERSONS WITH FEW FINANCIAL RESOURCES. CANCER COUNSELING SERVICES PROVIDED IN THE COMMUNITY: INDIVIDUAL, COUPLES, AND FAMILY COUNSELING SESSIONS WERE ALSO PROVIDED TO PATIENTS AND THEIR FAMILIES OF COVENANT HEALTH SYSTEM'S JOE ARRINGTON CANCER CENTER (JACC) IN THE CANCER CENTER SETTING TO ELIMINATE THE NECESSITY FOR THOSE PATIENTS TO TRAVEL TO AN ADDITIONAL OFF-SITE APPOINTMENT. THERE WERE 39 CLIENTS ASSISTED THROUGH THIS UNIQUE SERVICE. CLIENTS ATTENDING THESE CONFIDENTIAL COUNSELING SESSIONS WERE SERVED BY A LICENSED PROFESSIONAL COUNSELOR (LPC) AFTER BEING REFERRED BY PHYSICIANS, NURSES, SOCIAL WORKERS, CHAPLAINS, OR OTHER EMPLOYEES OF JACC. INITIATIVE OR PROGRAM NAME: COMMUNITY OUTREACH CHILDREN'S DENTAL CLINICS DENTAL ENCOUNTERS WERE CONTINUED THROUGHOUT FY 11 IN BOTH THE LUBBOCK, TEXAS AREA AND THE ARTESIA, NEW MEXICO AREA. AT EACH VISIT, THE DENTAL STAFF DISCUSSES THE PROCEDURES PERFORMED DURING THE VISIT WITH THE PATIENT AND THE PARENTS/GUARDIANS, OFTEN REVIEWING WITH THEM PROGRESS COMPLETED WITHIN THE DENTAL PLAN. EACH VISIT INCLUDES REMINDERS ABOUT THE IMPORTANCE OF GOOD ORAL HYGIENE BETWEEN VISITS. IN FY 11, THERE WERE 78 NEW PATIENTS AND 1,077 PATIENT ENCOUNTERS AT THE TEXAS CLINIC, AND 210 NEW PATIENTS AND 2,004 PATIENT ENCOUNTERS AT THE NEW MEXICO CLINIC. THE TOTAL NUMBER OF NEW PATIENTS AT BOTH CHILDREN'S DENTAL CLINICS WAS 288 AND TOTAL PATIENT ENCOUNTERS WERE 3,081 FOR FY 11. THE PARENTS/GUARDIANS OF EACH NEW PATIENT MEET WITH THE DENTIST AND DISCUSS A COMPREHENSIVE DENTAL PLAN FOR THE CHILD'S DENTAL HEALTH. WE PLAN TO CONTINUE EFFORTS TO PROVIDE AND EXPLAIN COMPREHENSIVE DENTAL PLANS TO EACH NEW PATIENT AND PATIENT FAMILY/GUARDIAN. THE TEXAS CLINIC CONTINUES TO CULTIVATE A RELATIONSHIP WITH THE COMBEST CENTER, BUCKNER'S CHILDREN'S HOME, AND LUBBOCK CHILDREN'S HOME. WE HAVE WORKED TO ESTABLISH COLLABORATIONS WITH SEVERAL COMMUNITY HEALTH PROVIDERS THIS YEAR AND HAVE ALSO STRENGTHENED OUR RELATIONSHIP WITH COVENANT MEDICAL GROUP AND THE COVENANT ADULT EMERGENCY DEPARTMENT. IN ADDITION TO COMMUNITY PROVIDERS AND COVENANT PROVIDERS, THE MEDICAID PROVIDER WEBSITE ALSO SERVES AS A REFERRAL SOURCE FOR OUR CLINIC. IN ORDER TO REACH PATIENTS AND TO PROVIDE CONTINUITY OF CARE FOR OUR CURRENT PATIENTS WE STARTED THE APPLICATION PROCESS TO BECOME A CHILDREN'S HEALTH INSURANCE PROGRAM (CHIP) PROVIDER. WE BEGAN THE FRAMEWORK TO MOVE TOWARD A FAMILY DENTISTRY MODEL BY CREATING AN EMERGENCY DENTAL CLINIC FOR BOTH CHILDREN AND ADULTS. INITIATIVE OR PROGRAM NAME: ADULT DENTAL IN FY 11, THE ADULT DENTAL PROGRAM HAD 1,596 PATIENT ENCOUNTERS AND SERVED 1,452 PATIENTS. THE ADULT DENTAL STAFF IS CONSCIOUS OF THE NEED TO ESTABLISH RELATIONSHIPS WITH THE PATIENTS WHO ARE SERVED BY OUR PROGRAM. EACH DENTAL PATIENT PARTICIPATING IN THE ADULT DENTAL PROGRAM HAS AN INDIVIDUALIZED TREATMENT PLAN THAT IS DISCUSSED WITH THE PATIENT AND REFERRED TO AT EACH APPOINTMENT AS PROGRESS IS MADE TOWARDS COMPLETION OF THE PLAN. THE PLAN REQUIRES NUMEROUS APPOINTMENTS (ENCOUNTERS) WITH THE DENTIST. AFTER EACH ENCOUNTER THE PATIENTS ARE GIVEN A PATIENT SATISFACTION SURVEY. THE COMMENTS RECEIVED ON THE SURVEYS ARE READ BY THE DENTAL MANAGER IN ORDER TO MONITOR THESE RELATIONSHIPS AND ADDRESS ANY SATISFACTION ISSUES THAT ARISE. IN FY 11, THERE WAS HIGH SATISFACTION ON ALL METRICS. SOME OF THE WRITTEN COMMENTS SUBMITTED INCLUDE: "THE MOBILE UNIT TEAM IS EXTREMELY ENJOYABLE TO RECEIVE SERVICES FROM. THEY MAKE AN UNPLEASANT PROCEDURE ENJOYABLE WITH THEIR PROFESSIONALISM, ACCURACY, AND OVERALL DEDICATION. I AM GRATEFUL FOR THE TREATMENT RECEIVED, AND HUMANITY," AND "WONDERFUL CARE! NICE STAFF! A REAL BLESSING TO ME! THANKS!" AT EACH PATIENT ENCOUNTER, THERE IS THE OPPORTUNITY FOR EDUCATION AND INTERACTION WITH THE PATIENT BY BOTH THE DENTIST AND THE DENTAL ASSISTANT. THERE WERE A TOTAL OF 1,596 PATIENT ENCOUNTERS SERVING 1,452 PATIENTS IN FY 11. THIS IS A 15% DECREASE IN THE NUMBER OF PATIENT ENCOUNTERS AND A 16% DECREASE IN PERSONS SERVED FROM FY 10. HOWEVER, THE ADULT DENTAL PATIENT WAITING LIST HAS DROPPED FROM AROUND 300 IN FY10 TO AROUND 90 CURRENTLY. THIS IS AN ENORMOUS ACCOMPLISHMENT FOR THE PROGRAM. PART OF THIS SUCCESS CAN BE ATTRIBUTED TO DR. PARKER'S TREATMENT OF ADULT PATIENTS IN ADDITION TO HIS CHILD CLIENTS. ONE SITE WAS CONSOLIDATED THIS YEAR IN ORDER TO BETTER SERVE PATIENTS AND CONSERVE OUR RESOURCES. BAILEY COUNTY PATIENTS NOW ARE TREATED AT LAMB COUNTY LEAVING FIVE SITES: CROSBY, DAWSON, GAINES, LAMB AND LYNN COUNTIES. THIS REDUCED TRAVEL TIME AND EXPENSES FOR THE TWO MOBILE DENTISTRY UNITS. THE DENTISTS NOW HAVE MORE TIME FOR PATIENT ENCOUNTERS. IN ADDITION, BOTH DOCTORS CONTINUE TO ALTERNATE THEIR TIME IN LUBBOCK TO ENSURE THAT LUBBOCK PATIENTS ARE SEEN TWO WEEKS OUT OF EVERY MONTH. WE CONTINUE TO BUILD ON RELATIONSHIPS WITH PATIENTS AND WITH KEY RESIDENTS IN THE TOWNS WHERE OUR SERVICE IS PROVIDED. ADDITIONAL EFFORTS TO KEEP EMERGENCY DEPARTMENT DENTAL REFERENCES OUT OF THE EMERGENCY DEPARTMENT ARE ALSO GRADUALLY IMPROVING. ONE NEW PROCESS THAT WAS IMPLEMENTED THIS YEAR WAS THE FAMILY DENTAL EMERGENCY CLINIC. THE EMERGENCY DENTAL CLINIC ALLOWS US TO TREAT UNDERPRIVILEGED ADULTS WHO ARE EXPERIENCING DENTAL PAIN OR INFECTION MORE QUICKLY. THE PROGRAM BEGAN IN MARCH OF 2010 AND WE WERE ABLE TO TREAT 100% OF THE FINANCIALLY QUALIFIED DENTAL EMERGENCIES REFERRALS MADE TO OUR CLINIC. THIS HELPS TO PREVENT MULTIPLE EMERGENCY ROOM VISITS FOR OUR PATIENTS.
INITIATIVE OR PROGRAM NAME: CCHSI COMMUNITY HEALTH SCREENINGS   IN FISCAL YEAR 2011, COVENANT REDUCED HEALTH RISKS FOR VULNERABLE POPULATIONS THROUGH TWO COMMUNITY HEALTH SCREENINGS. MORE THAN 500 ADULTS RECEIVED PREVENTATIVE SERVICES SUCH AS BLOOD PRESSURE TESTS, HEARING TESTS, DEPRESSION SCREENINGS, SKIN CANCER SCREENINGS, HEIGHT/WEIGHT AND BMI CHECKS, GLUCOSE FINGER STICKS, AND MORE. ADDITIONALLY, 219 WOMEN RECEIVED PAP SMEARS, HPV TESTING AND CLINICAL BREAST EXAMS WHILE 111 MEN HAD DIGITAL RECTAL EXAMS, PSAS, AND TESTICULAR EXAMS. ALL PARTICIPANTS RECEIVED HEALTH EDUCATION MATERIALS AND GUIDANCE ON KEEPING PERSONAL MEDICAL RECORDS. COVENANT ALSO WORKED WITH THE COMMUNITY PARTNERS TO PROVIDE FREE HEARING TESTS AND DENTAL SCREENINGS. APPROXIMATELY 268 PEOPLE RECEIVED FINGER-STICK TESTING TO MONITOR THEIR GLUCOSE LEVEL, FOLLOWED BY HEALTH EDUCATION REGARDING HEALTHY FOOD ALTERNATIVES. CARDIOLOGY AND CANCER EARLY DETECTION BROCHURES, GUIDANCE ON KEEPING PERSONAL MEDICAL RECORDS, AND STD VOUCHERS PROVIDED BY THE CITY OF LUBBOCK WERE ALSO AVAILABLE TO THOSE IN ATTENDANCE. A DENTAL SCREENING WAS AVAILABLE AT THE APRIL SCREENING, WHERE TWO DENTISTS WITH ASSISTANTS ADMINISTERED 50 DENTAL/ORAL HEALTH SCREENING AND EDUCATION SESSIONS. COVENANT'S CERTIFIED INTERPRETERS, COVENANT LIFESTYLE CENTER, COVENANT MEDICAL GROUP, JOE ARRINGTON CANCER CENTER, COVENANT SURGICENTER AND COVENANT KECC COMMUNITY RESOURCE CENTER ALL PARTICIPATED AND HAD AN ACTIVE, EDUCATIVE ROLE AT THESE HEALTH SCREENING EVENTS. INITIATIVE OR PROGRAM NAME: COVENANT BODY MIND INITIATIVE TEXAS TECH UNIVERSITY (TTU) CENTER FOR PREVENTION AND RESILIENCY (CPR) FOCUSED ON PROGRAM DELIVERY AND COMMUNITY ENHANCEMENT ACTIVITIES AT THE TALKINGTON SCHOOL FOR YOUNG WOMEN LEADERS AND OL SLATON MIDDLE SCHOOL, BOTH IN THE LUBBOCK INDEPENDENT SCHOOL DISTRICT, AND CHRIST THE KING CATHEDRAL SCHOOL. IN ACCORDANCE WITH OUR STATEWIDE INITIATIVE, THE FORT WORTH YOUNG WOMEN'S LEADERSHIP ACADEMY IS ALSO RECEIVING THE COVENANT BODYMIND INITIATIVE (BMI) CURRICULUM. THE IRMA RANGEL MIDDLE SCHOOL IN THE DALLAS INDEPENDENT SCHOOL DISTRICT CONTINUED TO BE THE CONTROL SCHOOL FOR THE 2010-2011 SCHOOL YEAR. THEY WILL BEGIN RECEIVING THE CURRICULUM IN THE FALL OF 2011, AS WILL THE HOUSTON YOUNG WOMEN'S COLLEGE PREPARATORY ACADEMY. THE COVENANT BMI AGAIN SPONSORED THE FIT4FUN KID'S TRIATHLON, PARTNERING WITH TEXAS TECH UNIVERSITY, AS A COMMUNITY OUTREACH ACTIVITY. THERE WERE 140 PARTICIPANTS AGES 7-14. FOLLOWING THE TRIATHLON, CBMI SPONSORED THE TEXAS TECH LEISURE POOL FOR THE ATHLETES AND THEIR FAMILIES TO ENJOY TIME TOGETHER, THIS INVOLVED APPROXIMATELY 250 PEOPLE. WE ALSO PARTICIPATED IN THE JUNIOR LEAGUE SPONSORED HEALTHY KIDS CAMP IN JUNE. WE PRESENTED LESSONS AND ACTIVITIES FOR 30 GIRLS. OUR ENHANCEMENTS CONTINUE TO BE: 6TH GRADE: THE INNER BEAUTY PAGEANT, FOCUSING ON THE PERSON THE STUDENT IS ON THE INSIDE, AND BE YOUR OWN TOP CHEF, TEACHING ABOUT HEALTHY SNACKS AND ACTUALLY MAKING A HEALTHY SNACK; 7TH GRADE: WEFIT, AT THE TEXAS TECH REC CENTER, AND NEW IN 2011 IS ROOTS TO RISE. THIS ENHANCEMENT RELATES TO OUR IDENTITY AND BELONGING LESSONS, HELPING THE STUDENTS REALIZE THAT THERE ARE PEOPLE WHO THEY CAN IDENTIFY WITH AND GROUPS THEY BELONG TO THAT THEY MIGHT NOT HAVE BEEN AWARE OF; AND 8TH GRADE: LIVESAFE, WHICH TEACHES FIRST AID FOR CHOKING AND SELF DEFENSE, AND EXPRESS YOURSELF, AN ENHANCEMENT THAT ENCOURAGES STUDENTS TO EXPRESS THEMSELVES THROUGH WRITING AND ART. WE CONTINUE TO TRY AND INVOLVE THE PARENTS IN OUR PROGRAM. WE SEND OUT A QUARTERLY NEWSLETTER. DONNA CLARK LOVE, A WELL KNOWN AUTHOR AND PRESENTER ON THE TOPIC OF BULLYING, CAME TO LUBBOCK IN JANUARY 2011 AS A JOINT SPONSORSHIP BETWEEN THE COVENANT BMI AND THE FOUNDATION FOR THE EXCELLENCE OF YOUNG WOMEN. THERE WERE 175 COMMUNITY MEMBERS IN ATTENDANCE. OF THOSE 175, ONE THIRD OF THEM WERE PARENTS OF STUDENTS RECEIVING OUR CURRICULUM. THE FIT4FUN FAMILY TIME AT THE LEISURE POOL BROUGHT OUT APPROXIMATELY 250 PEOPLE. ALL OF THE TRIATHLON PARTICIPANTS WERE REQUIRED TO HAVE A PARENT OR GUARDIAN WITH THEM AT THE POOL. OVERALL IMPROVEMENT IN HEALTH AND WELLNESS OF PROJECT PARTICIPANTS WITHIN FIVE YEARS: MEASUREMENT OF PARTICIPANT LEVELS OF DEPRESSION AND SELF-ESTEEM IS BEING TRACKED ANNUALLY BY UTILIZING BECK YOUTH DEPRESSION INVENTORY AND ROSENBERG SELF-ESTEEM INVENTORY. SELF-REPORTS OF PARTICIPANT'S OVERALL ACTIVITY, FITNESS LEVEL, AND NUTRITION IS BEING TRACKED ANNUALLY AND MEASURED BY INSTRUMENTS SUCH AS NUTRITIONIST PRO AND FITNESSGRAM/ACTIVITYGRAM. AND, QUALITATIVE DATA INCLUDING STORIES FROM TEACHERS AND STUDENTS USING AND RECEIVING THE CURRICULUM IS ALSO BEING GATHERED. REDUCTION IN THE PREVALENCE OF CHILDHOOD OBESITY AND WEIGHT-RELATED PROBLEMS IN THE LUBBOCK AREA WITHIN FIVE YEARS: REDUCTION RATES WERE TRACKED ANNUALLY USING BMI ON ALL STUDENTS RECEIVING OUR CURRICULUM. DATA FROM SCHOOL YEAR 2010-2011 HAS BEEN COLLECTED AND ENTERED, BUT RUNNING OF DATA AND ANALYSIS IS STILL IN PROGRESS. RESULTS SHOW US THAT ALMOST HALF OF OUR KIDS REMAINED HEALTHY AND DID NOT GAIN AN UNHEALTHY AMOUNT IF THEY GAINED WEIGHT. ALSO, ALMOST 20% OF THE KIDS IMPROVED THEIR HEALTH AFTER STARTING OUT OVERWEIGHT OR OBESE. THEREFORE, ALMOST 70% OF OUR KIDS IMPROVED OR REMAINED HEALTHY. OF THE 382 STUDENTS WHO PARTICIPATED IN THE BMI PROGRAM OVER THE 2010-2011 ACADEMIC YEAR, 186 STUDENTS (48.69%) REMAINED IN THE HEALTHY RANGE OF LESS THAN THE 85TH PERCENTILE. OF THE 382 STUDENTS WHO PARTICIPATED IN THE BMI PROGRAM OVER THE 2010-2011 ACADEMIC YEAR, 75 STUDENTS (19.63%) WHOSE BMI PERCENTILES WERE EQUAL TO OR GREATER THAN THE 85TH PERCENTILE DECREASED THEIR BMI PERCENTILE TO A DIFFERENT PERCENTILE. THE CBMI EXPANDED OUR CURRICULUM THIS YEAR AND DEVELOPED A COURSE TITLED COMPREHENSIVE WELLNESS. WE APPLIED TO THE TEXAS EDUCATION AGENCY FOR APPROVAL AS AN INNOVATIVE COURSE. WE RECEIVED APPROVAL AT THE END OF FEBRUARY 2011. THIS MEANS THAT OUR COURSE MAY BE OFFERED AS A 9TH GRADE SEMESTER ELECTIVE AND THE STUDENTS WILL RECEIVE CREDIT FOR TAKING COMPREHENSIVE WELLNESS. IT IS THE FIRST COMPREHENSIVE WELLNESS CURRICULUM IN THE STATE OF TEXAS. WE ALSO HAD THE OPPORTUNITY TO PRESENT AT THE NATIONAL WELLNESS CONFERENCE IN JULY 2011. AS A RESULT, INQUIRIES HAVE BEEN MADE FROM PROGRAMS IN THE US AND EVEN OUTSIDE THE US ABOUT OUR CURRICULUM AND WELLNESS PHILOSOPHY. FOR MORE INFORMATION ABOUT COVENANT HEALTH SYSTEM PLEASE VISIT WWW.COVENANTHEALTH.ORG FOR MORE INFORMATION ABOUT ST. JOSEPH HEALTH SYSTEM, PLEASE VISIT WWW.STJOE.ORG.
BUSINESS AND FAMILY RELATIONSHIPS FORM 990, PART VI, LINE 2 NAIDU CHEKURU AND MARK JOHNSON HAVE A BUSINESS RELATIONSHIP.
DESCRIPTION OF CLASSES OF MEMBERS OR STOCKHOLDERS FORM 990, PART VI, LINE 6 ST. JOSEPH HEALTH SYSTEM AND LUBBOCK METHODIST HOSPITAL SYSTEM ARE THE CORPORATE MEMBERS OF COVENANT HEALTH SYSTEM.
DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS FORM 990, PART VI, LINE 7A COVENANT HEALTH SYSTEM HAS A TIERED GOVERNANCE IN WHICH THE CORPORATE MEMBERS RESERVE THE RIGHT TO APPOINT TRUSTEES TO THE COVENANT HEALTH SYSTEM BOARD. ALL TRUSTEE APPOINTMENTS THAT COME FROM THE COVENANT HEALTH SYSTEM BOARD AS NOMINATIONS MUST BE APPROVED BY THE ST. JOSEPH HEALTH SYSTEM, AS THE CORPORATE MEMBER, AND THE ST. JOSEPH HEALTH MINISTRY, AS THE ORGANIZATIONAL SPONSOR. THE ST. JOSEPH HEALTH SYSTEM MEMBER APPROVES 50% OF THE BOARD NOMINATIONS, PLUS THE VOTING CEO. THE LUBBOCK METHODIST HEALTH SYSTEM MEMBER APPROVES THE OTHER 50% OF BOARD NOMINATIONS.
DECISIONS REQUIRING APPROVAL FORM 990, PART VI, LINE 7B THE RESERVED RIGHTS IN OUR TIERED GOVERNANCE STRUCTURE CONTEMPLATE APPROVAL BY THE ST. JOSEPH HEALTH SYSTEM MEMBER OF FINANCING, BUDGETS, UNBUDGETED EXPENDITURES OF DEFINED AMOUNTS, STRATEGIC PLAN, APPOINTMENT OF AUDITORS, CREATION OR INVESTMENT IN A LEGALLY RECOGNIZED ENTITY, JOINT VENTURES, PURPOSES, SALE OR DISPOSITION OF REAL PROPERTY, MERGER OR SALE OF SUBSTANTIALLY ALL ASSETS, APPOINTMENT AND REMOVAL OF TRUSTEES, ADOPTION OR AMENDMENT OF ARTICLES OR BYLAWS.
PROCESS USED BY MANAGEMENT AND/OR GOVERNING BODY TO REVIEW 990 FORM 990, PART VI, LINE 11B THE FORM 990 IS PREPARED BY THE FINANCE DEPARTMENT BASED ON INFORMATION RECEIVED FROM VARIOUS DEPARTMENTS OF THE ORGANIZATION AS APPLICABLE. THE FORM 990 IS THEN REVIEWED BY AN OFFICER OF THE ORGANIZATION. A COPY OF THE FORM 990 FILING IS DISTRIBUTED TO ALL VOTING MEMBERS OF THE BOARD FOR THE APRIL 2012 MEETING. DURING THE FINANCE COMMITTEE MEETING, MANAGEMENT PRESENTS AND DISCUSSES CERTAIN DISCLOSURES AND INFORMATION INCLUDED IN THE FORM 990. THE FINANCE COMMITTEE CHAIR THEN PROVIDES A SUMMARY AT THE FULL BOARD MEETING.
DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST FORM 990, PART VI, LINE 12C OFFICERS, TRUSTEES, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY ON THE CONFLICT OF INTEREST DISCLOSURE FORM THE EXISTENCE AND NATURE OF ANY ACTUAL, APPARENT, OR POTENTIAL CONFLICTS OF INTEREST HE/SHE MAY HAVE. ADDITIONALLY, DISCLOSURES SHALL BE MADE PROMPTLY ANY TIME AN ACTUAL, APPARENT, OR POTENTIAL CONFLICT OF INTEREST ARISES AND BEFORE THE CONSUMMATION OF ANY CONTRACT, TRANSACTION, OR ARRANGEMENT THAT IS THE SUBJECT OF THE POTENTIAL CONFLICT OF INTEREST. WHEN A CONFLICT OF INTEREST IS IDENTIFIED, SUCH CONFLICT IS DISCLOSED TO THE CONFLICTS & COMPENSATION COMMITTEE. IF THE CONFLICT INVOLVES A MEMBER OF THAT COMMITTEE, THE REMAINING COMMITTEE MEMBERS REVIEW THE MATTER AND DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. THE OFFICER, TRUSTEE, OR KEY EMPLOYEE MAY NOT BE PRESENT DURING ANY MEETING IN WHICH THE COMMITTEE CONDUCTS ITS EVALUATION, EXCEPT TO ANSWER QUESTIONS AS MAY BE NECESSARY. ONCE ALL NECESSARY INFORMATION HAS BEEN OBTAINED, THE COMMITTEE CONDUCTS ITS EVALUATION AND FORWARDS ITS FINDINGS AND RECOMMENDATIONS TO THE SJHS CHIEF COMPLIANCE OFFICER. IF THE COMMITTEE DETERMINES AN UNRESOLVED CONFLICT OF INTEREST EXISTS, THE COMMITTEE WILL EVALUATE AND RECOMMEND CONFLICT MITIGATION STRATEGIES. THE SJHS CHIEF COMPLIANCE OFFICER, IN CONSULTATION WITH SJHS GENERAL COUNSEL, WILL REVIEW THE COMMITTEE FINDINGS, RECOMMENDATIONS, AND MITIGATION STRATEGIES, AND PRESENT RECOMMENDATIONS TO THE BOARD FOR DISCUSSION AND VOTE.
PROCESS USED TO DETERMINE COMPENSATION FORM 990, PART VI, LINES 15A AND 15B THE EXECUTIVE COMPENSATION PROCESS AT ST. JOSEPH HEALTH SYSTEM IS ADMINISTERED BY A COMMITTEE OF INDEPENDENT TRUSTEES. THEY FOLLOW A BOARD-APPROVED CHARTER AND OVERALL EXECUTIVE COMPENSATION PHILOSOPHY. THE CHARTER EMPOWERS THE SJHS BOARD WORKLIFE COMMITTEE TO ADMINISTER THE EXECUTIVE COMPENSATION PROGRAM AND PROCESS ON BEHALF OF THE FULL BOARD OF TRUSTEES OF SJHS. OVERALL, THE PHILOSOPHY IS INTENDED TO REWARD A BROAD SPECTRUM OF HIGH ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE EXPECTATIONS, AS WELL AS THE RETENTION OF KEY MANAGEMENT TALENT. THE SJHS EXECUTIVE COMPENSATION PHILOSOPHY DEFINES THE MARKET FOR ADMINISTERING COMPENSATION AS A COMPARABLE SET OF NOT-FOR-PROFIT HEALTH CARE DELIVERY SYSTEMS. SJHS PROVIDES COMPENSATION TO ITS SENIOR EXECUTIVES IN THE FORM OF BASE SALARY, AN ANNUAL INCENTIVE PROGRAM, AND BENEFITS. TO FULFILL THEIR RESPONSIBILITY, THE COMMITTEE REGULARLY REVIEWS INFORMATION FROM MULTIPLE SOURCES OF MARKET DATA. THEY USE THIS INFORMATION TO SUPPORT THEIR DECISIONS REGARDING ONGOING EFFECTIVENESS AND ADMINISTRATION OF THE PROGRAM. THE WORKLIFE COMMITTEE IS COMPRISED OF SEVERAL INDEPENDENT MEMBERS OF THE BOARD. THEY MEET AT LEAST 3 TIMES A YEAR. DECISIONS ARE DOCUMENTED IN DETAILED MINUTES AND APPROVED IN MEETINGS. THE COMMITTEE IS EMPOWERED TO ENGAGE OUTSIDE COUNSEL AND CONSULTING SUPPORT AS NEEDED. THE WORKLIFE COMMITTEE PERFORMED ITS LAST COMPENSATION REVIEW FOR ASSISTANT VICE PRESIDENTS, VICE PRESIDENTS, EXECUTIVE VICE PRESIDENTS, AND THE CHIEF EXECUTIVE OFFICER IN SEPTEMBER 2011.
AVAILABILITY OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO THE GENERAL PUBLIC FORM 990, PART VI, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE SJHS COMMUNITY BENEFIT REPORTS, FINANCIAL REPORTS, AND PHILANTHROPY REPORTS ARE ALSO AVAILABLE ON THE SJHS INTERNET SITE.
HOURS DEVOTED TO RELATED ORGANIZATIONS FORM 990, PART VII BRENT HOFFMAN SERVES ON THE BOARD OF DIRECTORS OF COVENANT HEALTH SYSTEM (CHS) AND COVENANT CHILDREN'S HOSPITAL (CCH). HE DEVOTES 2 HOURS PER WEEK TO CHS AND 2 HOURS PER WEEK TO CCH. DAN POPE SERVES ON THE BOARD OF DIRECTORS OF COVENANT HEALTH SYSTEM (CHS) AND COVENANT CHILDREN'S HOSPITAL (CCH). HE DEVOTES 5 HOURS PER WEEK TO CHS AND 5 HOURS PER WEEK TO CCH. DAVID SEIM SERVES ON THE BOARD OF DIRECTORS OF COVENANT HEALTH SYSTEM (CHS) AND COVENANT CHILDREN'S HOSPITAL (CCH). HE DEVOTES 2 HOURS PER WEEK TO CHS AND 2 HOURS PER WEEK TO CCH. JAMES E. HARRELL, M.D. SERVES ON THE BOARD OF DIRECTORS OF COVENANT HEALTH SYSTEM (CHS) AND COVENANT CHILDREN'S HOSPITAL (CCH). HE IS ALSO AN EMPLOYEE OF COVENANT MEDICAL GROUP (CMG), A RELATED TAX-EXEMPT ORGANIZATION. HE DEVOTES 2 HOURS PER WEEK TO CHS, 2 HOURS PER WEEK TO CCH AND 46 HOURS PER WEEK TO CMG. JANIE RAMIREZ SERVES ON THE BOARD OF DIRECTORS OF COVENANT HEALTH SYSTEM (CHS) AND COVENANT CHILDREN'S HOSPITAL (CCH). SHE DEVOTES 3 HOURS PER WEEK TO CHS AND 3 HOURS PER WEEK TO CCH. JOE DEE BROOKS SERVES ON THE BOARD OF DIRECTORS OF COVENANT HEALTH SYSTEM (CHS), COVENANT CHILDREN'S HOSPITAL (CCH) AND COVENANT HOSPITAL LEVELLAND (CHL). HE DEVOTES 2 HOURS PER WEEK TO CHS, 2 HOURS PER WEEK TO CCH, AND 5 HOURS PER WEEK TO CHL. JOE RANDOLPH SERVES ON THE BOARD OF DIRECTORS OF COVENANT HEALTH SYSTEM (CHS) AND COVENANT CHILDREN'S HOSPITAL (CCH). HE IS ALSO AN EMPLOYEE OF ST. JOSEPH HEALTH SYSTEM (SJHS), A RELATED TAX-EXEMPT ORGANIZATION. HE DEVOTES 2 HOURS PER WEEK TO CHS, 2 HOURS PER WEEK TO CCH AND 46 HOURS PER WEEK TO SJHS. JOHN C. ANDERSON SERVES ON THE BOARD OF DIRECTORS OF COVENANT HEALTH SYSTEM (CHS) AND COVENANT CHILDREN'S HOSPITAL (CCH). HE DEVOTES 3 HOURS PER WEEK TO CHS AND 3 HOURS PER WEEK TO CCH. JOHN GRIGSON IS THE SVP/CFO FOR COVENANT HEALTH SYSTEM (CHS), COVENANT CHILDREN'S HOSPITAL (CCH) AND IS THE CEO OF COVENANT HEALTH PARTNERS (CHP). HE DEVOTES 26 HOURS PER WEEK TO CHS, 12 HOURS PER WEEK TO CCH, AND 12 HOURS PER WEEK TO CHP. JOHN ZWIACHER SERVES ON THE BOARD OF DIRECTORS OF COVENANT HEALTH SYSTEM (CHS) AND COVENANT CHILDREN'S HOSPITAL (CCH). HE DEVOTES 3 HOURS PER WEEK TO CHS AND 3 HOURS PER WEEK TO CCH. JUAN SANCHEZ MUNOZ, PHD SERVES ON THE BOARD OF DIRECTORS OF COVENANT HEALTH SYSTEM (CHS) AND COVENANT CHILDREN'S HOSPITAL (CCH). HE DEVOTES 2 HOURS PER WEEK TO CHS AND 2 HOURS PER WEEK TO CCH. MARK JOHNSON, M.D. SERVES ON THE BOARD OF DIRECTORS OF COVENANT HEALTH SYSTEM (CHS) AND COVENANT CHILDREN'S HOSPITAL (CCH). HE IS ALSO AN EMPLOYEE OF COVENANT MEDICAL GROUP (CMG), A RELATED TAX-EXEMPT ORGANIZATION. HE DEVOTES 2 HOURS PER WEEK TO CHS, 2 HOURS PER WEEK TO CCH AND 46 HOURS PER WEEK TO CMG. MICHAEL DANCHAK, M.D. SERVES ON THE BOARD OF DIRECTORS OF COVENANT HEALTH SYSTEM (CHS) AND COVENANT CHILDREN'S HOSPITAL (CCH). HE DEVOTES 2 HOURS PER WEEK TO CHS AND 2 HOURS PER WEEK TO CCH. MICHAEL ROBERTSON, M.D. SERVES ON THE BOARD OF DIRECTORS OF COVENANT HEALTH SYSTEM (CHS), COVENANT CHILDREN'S HOSPITAL (CCH) AND COVENANT HEALTH PARTNERS (CHP). HE DEVOTES 3 HOURS PER WEEK TO CHS, 3 HOURS PER WEEK TO CCH, AND 2 HOURS PER WEEK TO CHP. MONSIGNOR DAVID CRUZ SERVES ON THE BOARD OF DIRECTORS OF COVENANT HEALTH SYSTEM (CHS) AND COVENANT CHILDREN'S HOSPITAL (CCH). HE DEVOTES 3 HOURS PER WEEK TO CHS AND 3 HOURS PER WEEK TO CCH. NAIDU CHEKURU, M.D. SERVES ON THE BOARD OF DIRECTORS OF COVENANT HEALTH SYSTEM (CHS) AND COVENANT CHILDREN'S HOSPITAL (CCH). HE IS ALSO AN EMPLOYEE OF COVENANT MEDICAL GROUP (CMG), A RELATED TAX-EXEMPT ORGANIZATION. HE DEVOTES 2 HOURS PER WEEK TO CHS, 2 HOURS PER WEEK TO CCH AND 46 HOURS PER WEEK TO CMG. RICHARD PARKS, PRESIDENT AND CEO OF COVENANT HEALTH SYSTEM (CHS) AND COVENANT CHILDREN'S HOSPITAL (CCH) ALSO SERVES ON THE BOARD OF DIRECTORS OF COVENANT HEALTH SYSTEM FOUNDATION (CHSF). HE DEVOTES 35 HOURS PER WEEK TO CHS, 20 HOURS PER WEEK TO CCH AND 2 HOURS PER WEEK TO CHSF. RODNEY CATES IS THE VP OF HUMAN RESOURCES OF COVENANT HEALTH SYSTEM (CHS) AND ALSO SERVES ON THE BOARD OF DIRECTORS OF HOSPICE OF LUBBOCK (HOL). HE DEVOTES 48 HOURS PER WEEK TO CHS, 2 HOURS PER WEEK TO HOL. ROXIE TAYLOR IS THE VP OF ADMIN LAKESIDE & JACC OF COVENANT HEALTH SYSTEM (CHS) AND COVENANT CHILDREN'S HOSPITAL (CCH) AND ALSO SERVES ON THE BOARD OF DIRECTORS OF HOSPICE OF LUBBOCK (HOL). SHE DEVOTES 28 HOURS PER WEEK TO CHS, 20 HOURS PER WEEK TO CCH AND 2 HOURS PER WEEK TO HOL. SAM HAWTHORNE SERVES ON THE BOARD OF DIRECTORS OF COVENANT HEALTH SYSTEM (CHS), COVENANT CHILDREN'S HOSPITAL (CCH) AND COVENANT HEALTH SYSTEM FOUNDATION (CHSF). HE DEVOTES 2 HOURS PER WEEK TO CHS, 2 HOURS PER WEEK TO CCH, AND 2 HOURS PER WEEK TO CHSF. SCOTT ROBINS IS THE CHIEF MEDICAL OFFICER OF COVENANT HEALTH SYSTEM (CHS) AND COVENANT HEALTH PARTNERS (CHP). HE DEVOTES 38 HOURS PER WEEK TO CHS AND 12 HOURS PER WEEK TO CHP. SHARON PRATHER IS THE PRESIDENT OF CONVEANT HEALTH SYSTEM FOUNDATION (CHSF) AND AS SUCH DEVOTES 20 HOURS PER WEEK TO COVENANT HEALTH SYSTEM (CHS) AND 30 HOURS PER WEEK TO CHSF. SISTER MARY THERESE SWEENEY, CSJ SERVES ON THE BOARD OF DIRECTORS OF COVENANT HEALTH SYSTEM (CHS) AND COVENANT CHILDREN'S HOSPITAL (CCH). SHE DEVOTES 3 HOURS PER WEEK TO CHS AND 3 HOURS PER WEEK TO CCH. SISTER SUZANNE SASSUS, CSJ SERVES ON THE BOARD OF DIRECTORS OF COVENANT HEALTH SYSTEM (CHS) AND COVENANT CHILDREN'S HOSPITAL (CCH). SHE DEVOTES 2 HOURS PER WEEK TO CHS AND 2 HOURS PER WEEK TO CCH. STEVEN BECK IS THE VP OF REGIONAL SERVICES OF COVENANT HEALTH SYSTEM (CHS), COVENANT HOSPITAL PLAINVIEW (CHPL), AND COVENANT HOSPITAL LEVELLAND (CHL). HE DEVOTES 20 HOURS PER WEEK TO CHS, 15 HOURS PER WEEK TO CHPL AND 15 HOURS PER WEEK TO CHL. STEVEN MCCAMY IS THE PRESIDENT AND CEO OF COVENANT MEDICAL GROUP (CMG) AND AS SUCH HE DEVOTES 5 HOURS PER WEEK TO COVENANT HEALTH SYSTEM AND 45 HOURS PER WEEK TO CMG. SUZANNE BLAKE SERVES ON THE BOARD OF DIRECTORS OF COVENANT HEALTH SYSTEM (CHS) AND COVENANT CHILDREN'S HOSPITAL (CCH). SHE DEVOTES 2 HOURS PER WEEK TO CHS AND 2 HOURS PER WEEK TO CCH. TEB THAMES, M.D. SERVES ON THE BOARD OF DIRECTORS OF COVENANT HEALTH SYSTEM (CHS) AND COVENANT CHILDREN'S HOSPITAL (CCH). HE DEVOTES 2 HOURS PER WEEK TO CHS AND 2 HOURS PER WEEK TO CCH. TODD BRODBECK, D.O. SERVES ON THE BOARD OF DIRECTORS OF COVENANT HEALTH SYSTEM (CHS) AND COVENANT CHILDREN'S HOSPITAL (CCH). HE DEVOTES 2 HOURS PER WEEK TO CHS AND 2 HOURS PER WEEK TO CCH. TROY THIBODEAUX IS THE COO OF COVENANT HEALTH SYSTEM (CHS) AND COVENANT CHILDREN'S HOSPITAL (CCH). HE DEVOTES 30 HOURS PER WEEK TO CHS AND 20 HOURS PER WEEK TO CCH. VAN MAY SERVES ON THE BOARD OF DIRECTORS OF COVENANT HEALTH SYSTEM (CHS) AND COVENANT CHILDREN'S HOSPITAL (CCH). HE DEVOTES 3 HOURS PER WEEK TO CHS AND 3 HOURS PER WEEK TO CCH.
OTHER CHANGES IN NET ASSETS FORM 990, PART XI, LINE 5 NONOPERATING GAINS (LOSSES) $8,766,397 PRIOR YEAR TRUE UP OF FUND BALANCE ALLOCATION 24,690 EQUITY TRANSFERS - RELATED ORGANIZATIONS (660,862) ---------- $8,130,225 ==========
OVERSIGHT OR SELECTION PROCESS FORM 990, PART XII, LINE 2C THE ST. JOSEPH HEALTH SYSTEM BOARD APPROVES THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT.
SECTION 409A RELIEF UNDER SECTION V.D. OF IRS NOTICE 2008-113 OPERATIONAL DEFECTS (A) NAME AND SOCIAL SECURITY NUMBERS OF AFFECTED PARTICIPANTS: NOT APPLICABLE. (B) THE SECTION 409A FAILURE OCCURRED WITH RESPECT TO THE ST. JOSEPH HEALTH SYSTEM 457(F) PLAN ("PLAN"). (C) OPERATIONAL DEFECT (1): IN FEBRUARY 2010 IT WAS DISCOVERED THAT THE PLAN FAILED TO COMPLY WITH SECTION 409A BECAUSE IT PROVIDED FOR IMPERMISSIBLE ALTERNATIVE PAYMENT SCHEDULES FOR VOLUNTARY AND INVOLUNTARY SEPARATIONS FROM SERVICE AND DID NOT SPECIFY THAT PAYMENT WILL BE MADE ON THE 60TH DAY FOLLOWING VOLUNTARY SEPARATION FROM SERVICE PROVIDED THE PARTICIPANT RETURNS BY THIS DEADLINE A SIGNED NON-COMPETE AGREEMENT. IN ACCORDANCE WITH SECTIONS VI.B, VII.C AND XI.A OF NOTICE 2010-6, THE PLAN WAS AMENDED EFFECTIVE AS OF JANUARY 1, 2009 TO APPLY THE TIMING RULE APPLICABLE TO INVOLUNTARY TERMINATIONS TO VOLUNTARY TERMINATIONS AND TO PROVIDE THAT PAYMENT WILL BE MADE ON THE 60TH DAY FOLLOWING VOLUNTARY SEPARATION FROM SERVICE PROVIDED THE PARTICIPANT RETURNS BY THIS DEADLINE A SIGNED NON-COMPETE AGREEMENT. THIS AMENDMENT WAS SIGNED BY THE EMPLOYER ON OCTOBER 6, 2010. THEREFORE, THE DATE ON WHICH THE FAILURE OCCURRED WAS THE 60TH DAY FOLLOWING THE SEPARATION FROM SERVICE DATE FOR PARTICIPANTS WHO VOLUNTARILY TERMINATED ON OR AFTER JANUARY 1, 2009 AND ON OR BEFORE DECEMBER 31, 2009. THE PLAN COVERS ELIGIBLE EMPLOYEES OF PARTICIPATING EMPLOYERS. COVENANT HEALTH SYSTEM PARTICIPATES IN THE PLAN AND HAD ONE EMPLOYEE WHO VOLUNTARILY TERMINATED IN 2009. (BECAUSE THE FORM 990 IS OPEN TO PUBLIC INSPECTION AND THE THREAT OF IDENTITY THEFT, SSNS WILL BE PROVIDED UPON REQUEST) NAME/SOCIAL SECURITY NUMBER: JAMES WURTS DATE OF WHEN THE FAILURE OCCURRED: 07/02/2009 12/31/2009 ACCOUNT BALANCE: $109,322 PAYMENT DATE: 12/17/2010 GROSS AMOUNT DISTRIBUTED*: $109,322 *DISTRIBUTIONS DID NOT INCLUDE ANY INTEREST EARNED AFTER DECEMBER 31, 2009 FOR PARTICIPANTS WHO TERMINATED IN 2009. OPERATIONAL DEFECT (2): IN 2010 IT WAS DISCOVERED THAT 3 PARTICIPANTS, EMPLOYED BY OTHER PARTICIPATING EMPLOYERS, WERE NOT TIMELY PAID THEIR PLAN ACCOUNTS FOLLOWING INVOLUNTARY TERMINATIONS IN 2009, AS REQUIRED BY THE PLAN. USUALLY, SUCH DISTRIBUTIONS ARE MADE WITHIN 30 DAYS FOLLOWING THE INVOLUNTARY TERMINATION DATE. THEREFORE, THE DATE ON WHICH THE FAILURE OCCURRED WAS THE 30TH DAY FOLLOWING THE INVOLUNTARY TERMINATION DATE. THE PLAN'S ADMINISTRATIVE PROCEDURES HAVE BEEN REVIEWED TO ASSURE THAT IN THE FUTURE PLAN BENEFITS ARE PAID PROMPTLY AFTER ALL INVOLUNTARY TERMINATIONS. COVENANT HEALTH SYSTEM DID NOT HAVE ANY EMPLOYEES WHO WERE INVOLUNTARILY TERMINATED AND NOT TIMELY PAID THEIR PLAN BENEFIT. (D) THE PLAN QUALIFIED FOR RELIEF UNDER SECTIONS VI.B, VII.C AND XI.A OF IRS NOTICE 2010-6 AND ON OCTOBER 6, 2010, A PLAN AMENDMENT WAS SIGNED. THE AMENDMENT PROVIDES THAT EFFECTIVE AS OF JANUARY 1, 2009, ALL BENEFITS WILL BE PAID IMMEDIATELY UPON AN INVOLUNTARY SEPARATION FROM SERVICE (CURRENTLY THE STATUS QUO) AND ON THE 60TH DAY FOLLOWING VOLUNTARY SEPARATION FROM SERVICE PROVIDED THE PARTICIPANT RETURNS BY THIS DEADLINE A SIGNED NON COMPETE AGREEMENT. ANY PARTICIPANT WHO VOLUNTARILY SEPARATED FROM SERVICE ON OR AFTER JANUARY 1, 2009 AND ON OR BEFORE DECEMBER 31, 2009 WAS PAID HIS CURRENT PLAN ACCOUNT BALANCE AFTER THE DATE THE AMENDMENT WAS SIGNED, BUT REDUCED FOR ANY INTEREST EARNED IN 2010 (IF ANY). AS ALLOWED BY NOTICE 2010-80, THE EMPLOYER SIGNED AN AMENDMENT ON DECEMBER 20, 2010 TO PROVIDE THAT PAYMENT WILL NO LONGER BE REQUIRED ON THE 60TH DAY FOLLOWING INVOLUNTARY SEPARATION FROM SERVICE, BUT WITHIN 60 DAYS FOLLOWING SEPARATION FROM SERVICE. HOWEVER, IF THE 60TH DAY FALLS IN THE SECOND TAX YEAR, PAYMENT WILL BE MADE IN THE SECOND TAX YEAR. THE PLAN'S ADMINISTRATIVE PROCEDURES HAVE BEEN CHANGED TO PAY PLAN ACCOUNTS IMMEDIATELY FOLLOWING A PARTICIPANT'S INVOLUNTARY SEPARATION FROM SERVICE (CURRENTLY THE STATUS QUO) AND WITHIN 60 DAYS FOLLOWING A VOLUNTARY SEPARATION FROM SERVICE PROVIDED THE PARTICIPANT RETURNS BY THIS DEADLINE A SIGNED NON-COMPETE AGREEMENT AND SUBJECT TO THE REQUIREMENT THAT IF THE 60TH DAY FALLS IN THE SECOND TAX YEAR THEN PAYMENT WILL BE MADE IN THE SECOND TAX YEAR. (E) THESE OPERATIONAL FAILURES ARE ELIGIBLE FOR THE CORRECTION UNDER THE TERMS OF IRS NOTICE 2008-113 AND THE EMPLOYER HAS TAKEN ALL ACTIONS REQUIRED, AND OTHERWISE MET ALL REQUIREMENTS, FOR SUCH CORRECTION.
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
COVENANT HEALTH SYSTEM
 
Employer identification number

75-2765566
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







(1) CHS HOLDING GP LLC
4000 24TH STREET
LUBBOCK,TX79410
20-5477307 		HEALTHCARE TX 0 0 NA
 
(2) COVENANT LTC-GP LLC
4000 24TH STREET
LUBBOCK,TX79410
20-5477333 		HEALTHCARE TX 0 0 NA
 
(3) CHS HOLDING LP
4000 24TH ST LUBBOCK
LUBBOCK,TX79410
20-5477251 		HEALTHCARE TX 0 0 NA
 






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) CAMINO HEALTH CENTER

30300 CAMINO CAPISTRANO

SAN JUAN CAPISTRANO,CA92675
33-0574214 		HEALTHCARE CA 501(C)(3) 7 MHRMC
 
 
 
(2) COVENANT HEALTH PARTNERS

3615 19TH STREET

LUBBOCK,TX79410
61-1573313 		HEALTHCARE TX 501(C)(3) 11, I CHS
 
 
 
(3) COVENANT HEALTH SYSTEM FOUNDATION

4000 24TH STREET

LUBBOCK,TX79410
75-2897026 		HEALTHCARE TX 501(C)(3) 7 CHS
 
 
 
(4) COVENANT MEDICAL GROUP

3420 22ND PLACE

LUBBOCK,TX79410
75-2743883 		HEALTHCARE TX 501(C)(3) 3 CHS
 
 
 
(5) HOME CARE PARTNERS

1165 MONTGOMERY DR

SANTA ROSA,CA95405
68-0318656 		INACTIVE CA 501(C)(3) 3 SRMH
 
 
 
(6) HOSPICE OF LUBBOCK

1102 SLIDE ROAD

LUBBOCK,TX79414
75-2133781 		HEALTHCARE TX 501(C)(3) 7 CHS
 
 
 
(7) LUBBOCK METHODIST HOSPITAL FOUNDATION

3615 19TH STREET

LUBBOCK,TX79410
75-2220963 		HEALTHCARE TX 501(C)(3) 7 CHS
 
 
 
(8) METHODIST CHILDREN'S HOSPITAL

3610 21ST STREET

LUBBOCK,TX79410
75-2428911 		HEALTHCARE TX 501(C)(3) 3 CHS
 
 
 
(9) METHODIST HOSPITAL LEVELLAND

1900 COLLEGE AVENUE

LEVELLAND,TX79336
75-2246348 		HEALTHCARE TX 501(C)(3) 3 CHS
 
 
 
(10) METHODIST HOSPITAL PLAINVIEW

2601 DIMMITT ROAD

PLAINVIEW,TX79072
75-2426010 		HEALTHCARE TX 501(C)(3) 3 CHS
 
 
 
(11) MISSION HOSPITAL REG MED CTR FDN

27700 MEDICAL CENTER ROAD

MISSION VIEJO,CA92691
33-0406118 		HEALTHCARE CA 501(C)(3) 7 MHRMC
 
 
 
(12) MISSION HOSPITAL REGIONAL MEDICAL CENTER

27700 MEDICAL CENTER ROAD

MISSION VIEJO,CA92691
95-1643360 		HEALTHCARE CA 501(C)(3) 3 SJHS
 
 
 
(13) QUEEN OF THE VALLEY MEDICAL CENTER

1000 TRANCAS STREET

NAPA,CA94558
94-1243669 		HEALTHCARE CA 501(C)(3) 3 SJHS
 
 
 
(14) REDWOOD MEMORIAL FOUNDATION

3300 RENNER DRIVE

FORTUNA,CA95540
94-2779313 		FOUNDATION CA 501(C)(3) 7 RMH
 
 
 
(15) REDWOOD MEMORIAL HOSPITAL

3300 RENNER DRIVE

FORTUNA,CA95540
94-1384665 		HEALTHCARE CA 501(C)(3) 3 SJHS
 
 
 
(16) SANTA ROSA MEMORIAL HOSPITAL

1165 MONTGOMERY DRIVE

SANTA ROSA,CA95405
94-1231005 		HEALTHCARE CA 501(C)(3) 3 SJHS
 
 
 
(17) SISTERS OF ST JOSEPH OF ORANGE

480 S BATAVIA

ORANGE,CA92868
95-1643383 		RELIGIOUS ORG CA 501(C)(3) 1 NA
 
 
 
(18) SRM ALLIANCE HOSPITAL SERVICES

400 NORTH MCDOWELL BLVD

PETALUMA,CA94954
68-0395200 		HEALTHCARE CA 501(C)(3) 3 SRMH
 
 
 
(19) ST JOSEPH HEALTH FDN OF N CALIFORNIA

PO BOX 552

SANTA ROSA,CA95405
68-0338070 		INACTIVE CA 501(C)(3) 11, I SRMH
 
 
 
(20) ST JOSEPH HEALTH MINISTRY

500 S MAIN STREET SUITE 400

ORANGE,CA92868
27-1666576 		RELIGIOUS ORG CA 501(C)(3) 1 SSJO
 
 
 
(21) ST JOSEPH HEALTH SYSTEM

500 S MAIN STREET SUITE 700

ORANGE,CA92868
95-3589356 		HEALTHCARE CA 501(C)(3) 11, I SJHM
 
 
 
(22) ST JOSEPH HEALTH SYSTEM FOUNDATION

500 S MAIN STREET SUITE 1000

ORANGE,CA92868
33-0143024 		HEALTHCARE CA 501(C)(3) 7 SJHS
 
 
 
(23) ST JOSEPH HOME CARE NETWORK

170 PROFESSIONAL CENTER DR B

ROHNERT PARK,CA94928
68-0331084 		HEALTHCARE CA 501(C)(3) 9 SJHS
 
 
 
(24) ST JOSEPH HOSPITAL OF EUREKA

2700 DOLBEER STREET

EUREKA,CA95501
94-1156596 		HEALTHCARE CA 501(C)(3) 3 SJHS
 
 
 
(25) ST JOSEPH HOSPITAL OF ORANGE

1100 WEST STEWART DRIVE

ORANGE,CA92868
95-1643359 		HEALTHCARE CA 501(C)(3) 3 SJHS
 
 
 
(26) ST JUDE HOSPITAL YORBA LINDA

279 E IMPERIAL HWY 750

FULLERTON,CA92635
33-0185031 		HEALTHCARE CA 501(C)(3) 3 SJHS
 
 
 
(27) ST JUDE HOSPITAL INC

101 EAST VALENCIA MESA DRIVE

FULLERTON,CA92835
95-1643325 		HEALTHCARE CA 501(C)(3) 3 SJHS
 
 
 
(28) ST JUDE MEMORIAL FOUNDATION

1440 N HARBOR BLVD 200

FULLERTON,CA92835
95-3607229 		HEALTHCARE CA 501(C)(3) 11, I SJMC
 
 
 
(29) ST MARY MEDICAL CENTER

18300 HIGHWAY 18

APPLE VALLEY,CA92307
95-1914489 		HEALTHCARE CA 501(C)(3) 3 SJHS
 
 
 
(30) ST MARY OF THE PLAINS HOSPITAL FDN

4000 24TH STREET

LUBBOCK,TX79410
75-1653181 		HEALTHCARE TX 501(C)(3) 7 CHS
 
 
 
(31) TALLER SAN JOSE

801 NORTH BROADWAY

SANTA ANA,CA92701
59-3816355 		WORKFORCE DEV CA 501(C)(3) 2 SSJO
 
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



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

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




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



 		(k)
Percentage
ownership
Yes No Yes No
(1) ST JOSEPH HLTH SYS HOME HLTH

 
 
HOME HEALTH CA NA
  		N/A 0 0   No 0   No 0 %
(2) ST JOSEPH HLTH SYS HOME CARE

 
 
HOME HEALTH CA NA
  		N/A 0 0   No 0   No 0 %
(3) METHODIST DIAGNOSTIC IMAGING

 
 
HEALTHCARE SVCS TX NA
  		N/A 0 0   No 0   No 0 %
(4) SHA LLC

 
 
HEALTHCARE SVCS TX NA
  		N/A 0 0   No 0   No 0 %
(5) LUBBOCK SURGERY CENTER LTD

 
 
HEALTHCARE SVCS TX NA
  		N/A 0 0   No 0   No 0 %
(6) COVENANT LONG-TERM CARE LP

 
 
HEALTHCARE SVCS TX NA
  		N/A 0 0   No 0   No 0 %
(7) HERITAGE INVESTMENT GROUP

 
 
INVESTMENT CA NA
  		N/A 0 0   No 0   No 0 %
(8) MISSION AMBULATORY SURGICENTER

 
 
HEALTHCARE SVCS CA NA
  		N/A 0 0   No 0   No 0 %
(9) COMPREHENSIVE IMAGING PARTNERS

 
 
HEALTHCARE SVCS CA NA
  		N/A 0 0   No 0   No 0 %
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) ST JOSEPH PROF SRVS ENTERPRISES INC
500 S MAIN STREET SUITE 700
ORANGE,CA92868
33-0155323 		HEALTHCARE SVCS CA NA
  		C-CORP 0 0 0 %
(2) AMERICAN UNITY GROUP LTD
58 PAR-LA-VILLE ROAD
HAMILTON,HM HX  
BD
CAPTIVE INSURANCE BD NA
  		C-CORP 0 0 0 %
(3) ALLIANCE PHYSICIAN SERVICES
 
 
INACTIVE CA NA
  		C-CORP 0 0 0 %
(4) MISSION VIEJO MEDICAL VENTURES
27800 MEDICAL CENTER RD 354
MISSION VIEJO,CA92691
33-0212905 		HEALTHCARE SVCS CA NA
  		C-CORP 0 0 0 %
(5) MISSION MEDICAL CENTER ASSOCIATION
27800 MEDICAL CENTER RD 354
MISSION VIEJO,CA92691
33-0201044 		HEALTHCARE SVCS CA NA
  		C-CORP 0 0 0 %
(6) ST JOSEPH YORBA PARK
 
 
INACTIVE CA NA
  		C-CORP 0 0 0 %
(7) LUBBOCK METHODIST HOSPITAL SVCS
PO BOX 1201
LUBBOCK,TX79410
75-2118585 		HEALTHCARE SVCS TX NA
  		C-CORP 0 0 0 %
(8) LUBBOCK METHODIST HOSP PRACTICE MGMT
2107 OXFORD STREET SUITE 300
LUBBOCK,TX79410
75-2578995 		INACTIVE TX NA
  		C-CORP 0 0 0 %
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
Yes
 
c Gift, grant, or capital contribution from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
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
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type(a-r) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) ST JOSEPH HEALTH SYSTEM FOUNDATION

 B 3,555,500  
(2) ST JOSEPH HEALTH SYSTEM FOUNDATION

 C 1,928,339  
(3) COVENANT HEALTH SYSTEM FOUNDATION

 C 1,461,557  
(4) COVENANT HEALTH SYSTEM FOUNDATION

 C 826,466  
(5) COVENANT HOSPITAL LEVELLAND

 R 8,149,889  
(6) COVENANT HOSPITAL LEVELLAND

 N 755,653  
(7) COVENANT HOSPITAL LEVELLAND

 Q 8,578,754  
(8) COVENANT HOSPITAL PLAINVIEW

 R 8,692,111  
(9) COVENANT HOSPITAL PLAINVIEW

 N 86,384  
(10) COVENANT HOSPITAL PLAINVIEW

 Q 7,448,368  
(11) COVENANT HEALTH PARTNERS

 R 2,419,740  
(12) COVENANT HEALTH PARTNERS

 L 1,861,683  
(13) COVENANT HEALTH PARTNERS

 Q 168,896  
(14) COVENANT HEALTH PARTNERS

 O 278,759  
(15) COVENANT CHILDREN'S HOSPITAL

 R 50,663,854  
(16) COVENANT CHILDREN'S HOSPITAL

 N 1,307,603  
(17) COVENANT CHILDREN'S HOSPITAL

 Q 74,324,347  
(18) HOSPICE OF LUBBOCK

 R 797,634  
(19) HOSPICE OF LUBBOCK

 J 51,000  
(20) HOSPICE OF LUBBOCK

 N 105,587  
(21) HOSPICE OF LUBBOCK

 Q 894,036  
(22) CAMINO HEALTH CENTER

   0  
(23) COVENANT MEDICAL GROUP

   0  
(24) HOME CARE PARTNERS

   0  
(25) LUBBOCK METHODIST HOSPITAL FOUNDATION

   0  
(26) MISSION HOSPITAL REG MED CTR FDN

   0  
(27) MISSION HOSPITAL REGIONAL MEDICAL CENTER

   0  
(28) QUEEN OF THE VALLEY MEDICAL CENTER

   0  
(29) REDWOOD MEMORIAL FOUNDATION

   0  
(30) REDWOOD MEMORIAL HOSPITAL

   0  
(31) SANTA ROSA MEMORIAL HOSPITAL

   0  
(32) SRM ALLIANCE HOSPITAL SERVICES

   0  
(33) ST JOSEPH HEALTH FDN OF N CALIFORNIA

   0  
(34) ST JOSEPH HOME CARE NETWORK

   0  
(35) ST JOSEPH HOSPITAL OF EUREKA

   0  
(36) ST JOSEPH HOSPITAL OF ORANGE

   0  
(37) ST JUDE HOSPITAL YORBA LINDA

   0  
(38) ST JUDE HOSPITAL INC

   0  
(39) ST JUDE MEMORIAL FOUNDATION

   0  
(40) ST MARY MEDICAL CENTER

   0  
(41) ST MARY OF THE PLAINS HOSPITAL FDN

   0  
(42) ST JOSEPH HEALTH SYSTEM HOME HEALTH AGENCY

   0  
(43) ST JOSEPH HEALTH SYSTEM HOME CARE SERVICES

   0  
(44) METHODIST DIAGNOSTIC IMAGING

   0  
(45) SHA LLC

   0  
(46) LUBBOCK SURGERY CENTER LTD

   0  
(47) COVENANT LONG-TERM CARE LP

   0  
(48) HERITAGE INVESTMENT GROUP

   0  
(49) MISSION AMBULATORY SURGICENTER

   0  
(50) COMPREHENSIVE IMAGING PARTNERS

   0  
(51) ST JOSEPH PROF SVCS ENTERPRISES INC

   0  
(52) ALLIANCE PHYSICIAN SERVICES

   0  
(53) MISSION VIEJO MEDICAL VENTURES

   0  
(54) MISSION MEDICAL CENTER ASSOCIATES

   0  
(55) ST JOSEPH YORBA PARK

   0  
(56) LUBBOCK METHODIST HOSPITAL SERVICES

   0  
(57) LUBBOCK METHODIST HOSPITAL PRACTICE MGMT

   0  
(58) CHS HOLDING LP

   0  
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
NAME, ADDRESS, AND EIN OF RELATED ORGANIZATION SCHEDULE R, PART III, COLUMN A ST. JOSEPH HEALTH SYSTEM HOME HEALTH AGENCY EIN: 33-0282945 ADDRESS: 1845 W. ORANGEWOOD AVENUE, STE. 200 ORANGE, CA 92868-2012 CHS HOLDING, LP EIN: 20-5477251 ADDRESS: 4000 24TH STREET LUBBOCK, TX 79410 ST. JOSEPH HEALTH SYSTEM HOME CARE SERVICES EIN: 33-0307672 ADDRESS: 1845 W. ORANGEWOOD AVENUE, STE. 100 ORANGE, CA 92868-2012 METHODIST DIAGNOSTIC IMAGING EIN: 75-2343261 ADDRESS: 4005 24TH STREET LUBBOCK, TX 79410 SHA, LLC EIN: 75-2569094 ADDRESS: 12940 NORTH HIGHWAY 183 AUSTIN, TX 78750 LUBBOCK SURGERY CENTER, LTD. EIN: 75-2177401 ADDRESS: 4000 24TH STREET LUBBOCK, TX 79410 COVENANT LONG-TERM CARE, LP EIN: 20-5033419 ADDRESS: 4000 24TH STREET LUBBOCK, TX 79410 HERITAGE INVESTMENT GROUP I, LLC EIN: 27-1000061 ADDRESS: 500 S. MAIN STREET STE. 1000 ORANGE, CA 92868 MISSION AMBULATORY SURGICENTER, LTD EIN: 33-0355575 ADDRESS: 27800 MEDICAL CENTER ROAD, STE. 362 MISSION VIEJO, CA 92691 COMPREHENSIVE IMAGING PARTNERS OF ORANGE COUNTY, LLC EIN: 26-4591502 ADDRESS: ONE CITY BOULEVARD WEST, SUITE 1100 ORANGE, CA 92868
Additional Data


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