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
Ascension Health
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
PO Box 45998
 
Room/suite
City or town, state or country, and ZIP + 4
St Louis, MO631455998
D Employer identification number

31-1662309
E Telephone number

G Gross receipts $ 526,915,751
F Name and address of principal officer:
Anthony Tersigni
PO Box 45998
St Louis,MO631455998
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.ascensionhealth.org
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet0928
K Form of organization:
 
L Year of formation: 1999
M State of legal domicile: MO
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: Nation's largest Catholic and nonprofit health system, serving the poor and vulnerable.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) .... 3 14
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) ... 5 849
6 Total number of volunteers (estimate if necessary) .... 6 39
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 37,287,693
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b -2,776,756
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 846,361 1,864,727
9 Program service revenue (Part VIII, line 2g) ......... 385,825,697 444,410,787
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 28,242,965 49,665,803
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 2,157,683 30,939,182
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 417,072,706 526,880,499
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 1,150,995 1,954,388
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) 110,355,218 132,159,632
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).... 288,049,665 343,201,214
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 399,555,878 477,315,234
19 Revenue less expenses. Subtract line 18 from line 12...... 17,516,828 49,565,265
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 4,847,886,931 5,218,608,933
21 Total liabilities (Part X, line 26)............ 4,623,491,205 4,552,084,891
22 Net assets or fund balances. Subtract line 21 from line 20 ..... 224,395,726 666,524,042
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
signature
Big 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 + 4
Big 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: Ascension Health is a mission-focused organization guided by its religious sponsors in transforming health care by providing the highest quality care to all, with special attention to those who are poor and vulnerable. Through the services it provides, Ascension Health's System Office supports the efforts of its nonprofit, tax exempt hospitals and health facilities providing care to individuals and communities.
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 $ 446,855,705 including grants of $ 1,544,388 ) (Revenue $ 410,694,939 )
Ascension Health is a mission-focused organization guided by its religious sponsors in transforming health care by providing the highest quality care to all, with special attention to those who are poor and vulnerable. Through the services described below, Ascension Health's System Office supports the efforts of its hospitals and health facilities providing care to individuals and communities.See Schedule O for Complete Description of Program Service Accomplishments.
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$ 446,855,705
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? ........
2
 
No
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 II
Click 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 I
Click 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 IV
Click 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
 
No
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
Yes
 
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
Yes
 
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.....
20a
 
No
b
Did the organization attach its audited financial statement to this return? Note: All Form 990 filers that operate one or more hospitals must attach audited financial statements. .....
20b
 
 
21
Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................ Click to see list of attachments
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?
......................
24c
Yes
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I...... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................ Click to see attachment
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II
........................... Click to see attachment
26
 
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
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV.. Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I
...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
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
Yes
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2010)
Form 990 (2010)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V . . . . . . . . . .
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
249
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
849
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
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletCJ
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
14
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
Yes
 
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
Yes
 
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
Yes
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
MO , IN
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
Rob Binek
PO Box 45998
St Louis,MO631455998
(314) 733-8252
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) Sr Kathleen Kelly CSJ
Trustee/Chairman
1.00 X           0 0 0
(2) Andre L Delbecq DBA
Trustee/Secretary
1.00 X           0 0 0
(3) Agnieszka Winkler
Trustee/Treasurer
1.00 X   X       0 0 0
(4) Sr Jean deBlois PhD CSJ
Trustee
1.00 X           0 0 0
(5) William Finlayson
Trustee
1.00 X           0 0 0
(6) Rev Dennis Holtschneider CM
Trustee
1.00 X           0 0 0
(7) Sr Ellen Kron DC
Trustee
1.00 X           0 0 0
(8) Sr M Martin McEntee CSJ
Trustee
1.00 X           0 0 0
(9) Sr Kathleen Natwin DC
Trustee
1.00 X           0 0 0
(10) Sr Jean Rhoads DC
Trustee
1.00 X           0 0 0
(11) Ciro V Sumaya MD MPHTM
Trustee
1.00 X           0 0 0
(12) Herbert J Vallier
Trustee
1.00 X           0 0 0
(13) Bruce C Vladeck PhD
Trustee
1.00 X           0 0 0
(14) Sr Mary Joan Walsh CSJ
Trustee
1.00 X           0 0 0
(15) Anthony R Tersigni EdD FACHE
Chief Executive Officer
50.00 X   X       3,519,201 0 85,698
(16) Robert J Henkel
Chief Operating Officer
50.00     X       2,010,505 0 64,747
(17) Anthony J Speranzo
Chief Financial Officer
50.00     X       1,994,027 0 51,774
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) John D Doyle
Senior Vice President
50.00       X     1,598,036 0 65,506
(19) Mark D Barner
Chief Technology Officer
50.00         X   969,543 0 22,436
(20) Joseph R Impicciche
Senior Vice President
50.00         X   1,196,954 0 43,456
(21) Susan Nestor Levy
Senior Vice President
50.00         X   1,168,691 0 44,482
(22) Challis M Lowe
Senior Vice President
50.00         X   1,022,878 0 35,537
(23) David B Pryor
Chief Medical Officer
50.00         X   1,337,965 0 57,439
(24) Sally E Jeffcoat End 1109
Former COO-Healthcare Ops
0.00           X 789,161 0 4,611
(25) Andrew W Allen End 8108
Former SVP
0.00           X 172,683 0 160
(26) Sherry Browne End 123108
Former SVP
0.00           X 338,985 0 480








1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 16,118,629 0 476,326
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet221
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
Accenture LLP
PO Box 70629
Chicago,IL606736029
ERP and EHR Implementation & Consulting 87,009,715
Oracle America Inc
500 Oracle Parkway
Redwood City,CA94068
Software Apps/Hosting/Maint/Training 23,054,046
Oracle Financing
PO Box 371992
Pittsburg,PA152507992
Software Licensing and Support 12,950,000
Ernst & Young
96760 Collections Center Drive
Chicago,IL60693
Audit/Consulting Services 6,403,996
Broadlane Inc
PO Box 974987
Dallas,TX753974987
GPO Fees 6,320,833
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 MediumBullet133
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  
e Government grants (contributions)1e 1,864,727
f All other contributions, gifts, grants, and
similar amounts not included above
1f
 
g Noncash contributions included in lines 1a-1f:$  
h Total. Add lines 1a-1f.......MediumBullet 1,864,727
 Program Service Revenue Business Code
2a Service Fees 541,610 251,465,131 215,020,121 36,445,010  
b CDMS Fees - Interest 541,610 155,212,046 155,212,046    
c Administration Fees 541,610 31,706,989 31,535,987 171,002  
d ORG Consulting 900,099 4,170,301 4,082,981 87,320  
e
f All other program service revenue . 1,856,320 1,856,320    
g Total. Add lines 2a–2f........MediumBullet 444,410,787
 Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 49,675,055     49,675,055
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties............MediumBullet        
(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 26,000  
b Less: cost or other basis and sales expenses 35,252  
c Gain or (loss) -9,252  
d Net gain or (loss)..........MediumBullet -9,252     -9,252
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a Gain on CDMS Activity 541,610 26,217,897     26,217,897
b Investment in CHAN 541,610 1,241,070 656,709 584,361  
c WBT Admin Fees 541,610 622,173 622,173    
d All other revenue .... 2,858,042 1,708,602   1,149,440
e Total. Add lines 11a–11d ......MediumBullet 30,939,182
12 Total revenue. See Instructions....MediumBullet 526,880,499 410,694,939 37,287,693 77,033,140
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 1,921,488 1,921,488
2 Grants and other assistance to individuals in the U.S. See Part IV, line 22    
3 Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16 32,900 32,900
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 9,389,496 5,526,519 3,862,977  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 104,183,205 98,664,322 5,518,883  
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .... 5,176,455 4,745,179 431,276  
9 Other employee benefits ....... 7,863,186 6,663,415 1,199,771  
10 Payroll taxes ........... 5,547,290 5,048,916 498,374  
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 11,260,459 2,161,727 9,098,732  
c Accounting ........... 964,904 93,334 871,570  
d Lobbying ........... 640,000 640,000    
e Professional fundraising. See Part IV, line 17..    
f Investment management fees ......        
g Other .......... 33,276,684 28,590,730 4,685,954  
12 Advertising and promotion ....        
13 Office expenses ....... 2,342,963 1,495,606 847,357  
14 Information technology ...... 1,988,048 985,857 1,002,191  
15 Royalties ..        
16 Occupancy ........... 2,789,578 2,270,590 518,988  
17 Travel ............ 5,985,559 5,613,675 371,884  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 4,020,212 3,802,693 217,519  
20 Interest ........... 124,815,289 124,520,160 295,129  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 3,567,221 2,689,284 877,937  
23 Insurance .............. 764,128 719,150 44,978  
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 Service Fee Expense 95,979,849 95,979,849 0 0
b Non-Recurring Expenses 44,526,733 44,526,733 0 0
c CDMS Expense 5,820,484 5,820,484 0 0
d Projects Expense 2,952,700 2,889,435 63,265 0
e
f All other expenses 1,506,403 1,453,659 52,744  
25 Total functional expenses. Add lines 1 through 24f 477,315,234 446,855,705 30,459,529 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 ..........   1  
2 Savings and temporary cash investments ....... 253,828,285 2 242,603,032
3 Pledges and grants receivable, net .........   3  
4 Accounts receivable, net ......... 28,076,167 4 42,106,629
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 ............. 4,044,849,804 7 4,008,926,308
8 Inventories for sale or use .............. 1,949,939 8 2,226,793
9 Prepaid expenses and deferred charges ............ 5,592,872 9 9,221,863
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 36,034,969
b Less: accumulated depreciation. ..... 10b 16,627,004 59,095,200 10c 19,407,965
11 Investments—publicly traded securities ..........   11  
12 Investments—other securities. See Part IV, line 11 ......   12  
13 Investments—program-related. See Part IV, line 11 .. 5,996,106 13 5,793,972
14 Intangible assets .........   14 162,838,427
15 Other assets. See Part IV, line 11 ........... 448,498,558 15 725,483,944
16 Total assets. Add lines 1 through 15 (must equal line 34)... 4,847,886,931 16 5,218,608,933
Liabilities 17 Accounts payable and accrued expenses . 134,245,065 17 158,539,375
18 Grants payable ..........   18  
19 Deferred revenue .......... 3,260,913 19 2,613,829
20 Tax-exempt bond liabilities .......... 4,119,090,000 20 4,089,420,000
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities. Complete Part X of Schedule D..... 366,895,227 25 301,511,687
26 Total liabilities. Add lines 17 through 25..... 4,623,491,205 26 4,552,084,891
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 ..... 224,395,726 27 666,524,042
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 ..... 224,395,726 33 666,524,042
34 Total liabilities and net assets/fund balances ..... 4,847,886,931 34 5,218,608,933
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
526,880,499
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
477,315,234
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
49,565,265
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
224,395,726
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
392,563,051
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
666,524,042
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
Ascension Health
 
Employer identification number

31-1662309
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
No
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
No
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
No
h
(i)
Name of supported organization
(ii)
EIN
(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv)
Is the organization in col. (i) listed in your governing document?
(v)
Did you notify the organization in col. (i) of your support?
(vi)
Is the organization in col. (i) organized in the U.S.?
(vii)
Amount of support?
Yes No Yes No Yes No
(1) See Part IV
 
311662309 See Part IV Yes           476,915,234
Total                 476,915,234

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3..            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..            
6 Public Support. Subtract line 5 from line 4.            
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..            
11 Total support (Add lines 7 through 10).            
12
12
 
13
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
Schedule A, Part IV, Supplemental Information: Part I, Line 11 h (i) - Supported Organization: Northeast, Southeast, East Central and West Central Provinces of the Daughters of Charity of St. Vincent de Paul, the Congregation of St. Joseph, and the Congregation of St. Joseph Carondelet and their affiliated organizations provided that such organizations are described under Section 501(c)(3) of the Code and are classified as public charities under Sections 509(a)(1) and 509(a)(2) of the Code.
 
 
 
Schedule A (Form 990 or 990-EZ) 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
Ascension Health
 
Employer identification number

31-1662309
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

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

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

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

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










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

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

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


Schedule C (Form 990 or 990-EZ) 2010
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
 
No
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
 
No
 
e
Publications, or published or broadcast statements? .......................
 
No
 
f
Grants to other organizations for lobbying purposes? .......................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? If "Yes," describe in Part IV ..........................
Yes
 
640,000
j
Total. lines 1c through 1i ...................................
640,000
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carryover lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) if BOTH Part III-A, lines 1 and 2 are answered “No” OR if Part III-A, line 3 is answered “Yes”.
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) non-deductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ...........................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; and Part ll-B, line 1i.
Also, complete this part for any additional information.
Identifier Return Reference Explanation
Explanation of Other Lobbying Activities: Part II-B, Line 1i: Lobbying activities included mailings and direct contact with Legislators and/or staff members of the United States Senate, House of Representatives, Department of Health and Human Services, Executive Office of the President, Centers for Medicare and Medicaid Services, Department of Labor, and Department of Commerce. Lobbying issues were related to carrying our programs to service the uninsured. Total expenditures were approximately $640,000 and included salaries for two employees in Ascension Health's advocacy department, office expenses, travel, occupancy, IT expense, professional services and membership dues. Ascension Health does not participate in or intervene in (including the publishing or distributing of statements), any political campaign on behalf of (or in opposition to) any candidate for public office.
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
Ascension Health
 
Employer identification number

31-1662309
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 .................   1,100,000 1,100,000
b Buildings ................   7,394,030 5,472,921 1,921,109
c Leasehold improvements ............   8,685,908 1,332,943 7,352,965
d Equipment ................   18,850,538 9,821,140 9,029,398
e Other .................   4,493   4,493
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet 19,407,965
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) Health System Depository Account 636,273,494
(2) Interest Rate Swap Assets 64,426,161
(3) HSD Other Non-Restricted Long Term 9,307,450
(4) Retirement Assets 8,305,289
(5) Other Investments 3,668,536
(6) Other Restricted Assets Non HSD 2,842,271
(7) Other Miscellaneous Long-Term Assets 660,743


Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 725,483,944
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Amount
Federal Income Taxes  
Other Liabilities 198,675,030
Premiums/Discounts 67,497,240
Pension Plans Administered by AH 21,089,159
Central Debt Management Services 12,597,786
Retirement Liabilities 1,239,093
Self-Insurance Liability 413,379



Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet 301,511,687
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
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
Ascension Health
 
Employer identification number

31-1662309
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
Middle East and North Africa 0 0 Grants to religious recipients in the region in support of the mission, vision, & values of AH   12,900
Sub-Saharan Africa 0 0 Grants to religious recipients in the region in support of the mission, vision, & values of AH   10,000
South America 0 0 Grants to religious recipients in the region in support of the mission, vision, & values of AH   10,000
Central America & the Caribbean 0 1 Program Services Expenditures of offshore captive insurance company 687,844
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 0 1 720,744
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 1 720,744
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)
Middle East and North Africa Purchase equipment for laundry and hygiene programs to reduce disease 7,900 Electronic Fund/Wire      
Sub-Saharan Africa Provide education including value of peace and respect for women 10,000 Electronic Fund/Wire      
South America Purchase equipment to redirect gray water to reduce insect population 10,000 Electronic Fund/Wire      
             
             
             
             
             
             
             
             
             
             
             
             
             
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
3
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
Procedure for Monitoring Grants Outside the U.S.:   Schedule F, Part I, Line 2: Applications are sent to Ascension Health's sponsoring organizations. They are compiled at System Office and sent to Committee who reads and scores them on a set of criteria that are delineated in the application. The Committee discusses the religious and general merits of each application in relation to the mission of Ascension Health, and makes the final decisions of grants to be awarded. Grants are made to religious organizations whose work supports the mission, vision, and values of Ascension Health.
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
Schedule F (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
Ascension Health
 
Employer identification number
31-1662309
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) Medical Respite Center - Circle The City220 South 12th Avenue
Phoenix,AZ85007
26-2420730 501(c)(3) 50,000       General Support
(2) Macomb Co Warming Center Inc24450 Gratiot Avenue
Eastpoint,MI48021
04-3594283 501(c)(3) 43,500       The center provides a warm safe place for the homeless to spend the night and receive nourishing evening and morning meals. The center also provides free emergency dental and medical services and peer support groups.
(3) Middle Tennessee Medical Center Mobile Health Unit Collaborative1700 Medical Center Parkway
Murfreesboro,TN37129
62-0475842 501(c)(3) 50,000       General Support
(4) Our Lady of the Valley Catholic Center2429 Augusta Rd
Gloverville,SC29828
53-0196617 501(c)(3) 44,000       General Support
(5) Proyecto Juan DiegoPO Box 8093
Harlingen,TX78526
81-0606967 501(c)(3) 50,000       This creative prevention program will extend aerobics and family education programs to further engage more individuals in physical exercise and consuming healthier foods. It will assist in preventing diabetes and obesity which is at an extremely high percentage in the Hispanic community. The program will offer a comprehensive and engaging approach including a community garden with a Master Gardener who will help participants grow food for use and sale, and will include cooking classes. Multiple other appealing activities will promote well-being. They are partnering with the University Medical School in Galveston, and multiple other agencies and educational institutions. They have established specific outcomes measures.
(6) The Gathering Place1535 High Street
Denver,CO80218
84-1021059 501(c)(3) 20,000       This program will provide access to quality healthcare for women and children experiencing homelessness and poverty.
(7) Holy Family Child Care & Development Center161 Edgington Lane
Wheeling,WV26003
55-0753678 501(c)(3) 42,500       Complete Holy Family Kitchen Project
(8) Daughter of Charity Services of San Antonio7607 Somerset Rd
San Antonio,TX78211
74-6106876 501(c)(3) 20,000       General Support
(9) Daughters of Charity Services of Arkansas161 South Main Street
Gould,AR71639
62-1712703 501(c)(3) 20,000       General Support
(10) Marian Middle School4130 Wyoming Street
St Louis,MO63116
43-1873629 501(c)(3) 15,000       Provide Scholarships
(11) Aquinas Institute of America23 Spring Avenue
St Louis,MO63108
43-1233793 501(c)(3) 6,900       Provide Scholarships
(12) Society of St Vincent de Paul Inc58 Progress Parkway
St Louis,MO63043
13-5562362 501(c)(3) 20,000       Corporate Sponsor of Dual National and Friends of the Poor Walk
(13) St Vincent Foundation8402 Harcourt Road Suite 210
Indianaopolis,IN46240
35-6088862 501(c)(3) 9,000       Benefit the Peyton Manning Children's Hospital at St. Vincent.
(14) The Catholic University of AmericaOffice of the President
Washington,DC20064
53-0196583 501(c)(3) 19,600       General Support
(15) Archbishops Gala for the Today and Tommorow ED Foundation20 Archbishop May Drive
St Louis,MO63319
43-1633656 501(c)(3) 10,000       Support the Today and Tommorrow Foundation
(16) Mercy Foundation for Health InnovationPO Box 505103
St Louis,MO63150
43-1423050 501(c)(3) 25,000       General Support
(17) Providence Health Foundation1150 Varnum Street NE
Washington,DC20017
52-1275583 501(c)(3) 9,000       Sponsor of Gala in honor of Thedore Mcarrick
(18) St Vincent's Birmingham810 St Vincent Drive
Birmingham,AL35205
63-0288864 501(c)(3) 100,000       General Support
(19) Concern AmericaPO Box 1790
Santa Ana,CA92702
23-7273488 501(c)(3) 10,000       This project goal is to build local capacity to impede the further spread of HIV and AIDS in communities in the Niassa Province of Mozambique through in-depth HIV and AIDS prevention training.
(20) Daughters of Charity Foundation of St Louis231 S Berniston Ave Ste 735
Saint Louis,MO63105
43-1736970 501(c)(3) 669,432       General Support
(21) Sisters of St Joseph Health Service CorpPO Box 45998
Saint Louis,MO63145
38-2479319 501(c)(3) 200,844       General Support
(22) Seton InstitutePO Box 140182
Saint Louis,MO63114
65-1205990 501(c)(3) 400,000       General Support
2
Enter total number of section 501(c)(3) and government organizations ......................... Bullet Image
22
3
Enter total number of other organizations ................................ . Bullet Image
 
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2010

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













Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: Applications are sent to Ascension Health's sponsoring organizations. They are compiled at System Office and sent to Committee who reads and scores them on a set of criteria that are delineated in the application. The Committee discusses the religious and general merits of each application in relation to the mission of Ascension Health and makes the final decisions of grants to be awarded.
Schedule I (Form 990) 2010


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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
Ascension Health
 
Employer identification number

31-1662309
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement orprovision of all the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regs. section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2010

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

Note. The sum of columns (B)(i)-(iii) must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation
reported in prior
Form 990 or
Form 990-EZ
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) Anthony R Tersigni EdD FACHE (i)
(ii)
1,536,022
0
1,384,066
0
599,113
0
56,057
0
29,641
0
3,604,899
0
138,928
0
(2) Robert J Henkel (i)
(ii)
992,892
0
899,414
0
118,199
0
39,060
0
25,687
0
2,075,252
0
77,939
0
(3) Anthony J Speranzo (i)
(ii)
918,610
0
827,232
0
248,185
0
26,623
0
25,151
0
2,045,801
0
0
0
(4) John D Doyle (i)
(ii)
725,173
0
677,605
0
195,258
0
36,421
0
29,085
0
1,663,542
0
61,591
0
(5) Mark D Barner (i)
(ii)
455,938
0
431,724
0
81,881
0
12,250
0
10,186
0
991,979
0
0
0
(6) Joseph R Impicciche (i)
(ii)
578,528
0
516,786
0
101,640
0
18,866
0
24,590
0
1,240,410
0
0
0
(7) Susan Nestor Levy (i)
(ii)
557,335
0
549,960
0
61,396
0
27,125
0
17,357
0
1,213,173
0
0
0
(8) Challis M Lowe (i)
(ii)
523,436
0
338,209
0
161,233
0
11,025
0
24,512
0
1,058,415
0
0
0
(9) David B Pryor (i)
(ii)
634,119
0
592,032
0
111,814
0
25,775
0
31,664
0
1,395,404
0
0
0
(10) Sally E Jeffcoat End 1109 (i)
(ii)
0
0
0
0
789,161
0
0
0
4,611
0
793,772
0
0
0
(11) Andrew W Allen End 8108 (i)
(ii)
0
0
0
0
172,683
0
0
0
160
0
172,843
0
0
0
(12) Sherry Browne End 123108 (i)
(ii)
0
0
0
0
338,985
0
0
0
480
0
339,465
0
0
0




Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
  Part I, Line 1a With respect to the boxes checked on Part I, Question 1a, Ascension Health has various policies in place with respect to travel, commuting and other benefits provided to its executives. Certain benefits listed and checked under this question are considered taxable compensation. In these circumstances, the value of the benefit is included in that given executive's compensation. Certain other benefits listed and checked on this question are considered strictly business expenses and therefore no amount of the benefit is taxable and no amount is included in the executive's compensation.
  Part I, Lines 4a-b Severance Payments: Sally Jeffcoat (End 1/1/09) - $784,258 Andrew Allen (End 8/1/08) - $171,723 Sherry Browne (End 12/31/08) - $337,719 Part I, Line 4a-b: Executives participate in a program that provides for supplemental retirement benefits. The payment of benefits under the program, if any, is entirely dependent upon the facts and circumstances under which the executive terminates employment with the organization. Benefits under the program are unfunded and non-vested. Due to the substantial risk of forfeiture provision, there is no guarantee that these executives will ever receive any benefit under the program. Any amount ultimately paid under the program to the executive is reported as compensation on Form 990, Schedule J, Part II, Column B in the year paid. Amounts Paid: Anthony Tersigni - $138,928 Robert Henkel - $77,939 John Doyle - $61,591
Schedule J (Form 990) 2010

Additional Data


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Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Schedule O (Form 990).
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.

OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
Ascension Health
 
Employer identification number
31-1662309
Part I
Bond Issues
(a) Issuer Name (b) Issuer EIN (c) CUSIP # (d) Date Issued (e) Issue Price (f) Description of Purpose (g) Defeased (h) On
Behalf of
Issuer
(i) Pool
financing
Yes No Yes No Yes No
A Escambia County Health Fac Auth
 
52-1378815 296117AX2 03-13-2003 207,543,149 See Part V   X   X   X
B Health and Ed Fac Auth of MO
 
43-1178966 60635HWY1 03-13-2003 295,375,000 See Part V X     X   X
C IN Health Fac Fin Auth
 
35-1611409 454798ND7 03-13-2003 498,475,000 See Part V X     X   X
D AL Spl Care Fac Fin Auth of Birmingham
 
63-0847033 091081DF3 02-03-2005 13,712,418 See Part V   X   X   X
IN Health Fac Fin Auth
 
35-1611409 454798PS2 02-03-2005 480,236,983 See Part V X     X   X
MI State Hospital Fin Auth
 
38-2889417 59465E7P2 02-03-2005 161,264,563 See Part V X     X   X
WI Health and Ed Fac Auth
 
39-1337855 97710VT65 11-16-2006 125,000,611 See Part V   X   X   X
IN Health and Ed Fac Fin Auth
 
35-1611409 454795BZ7 11-16-2006 397,759,540 See Part V   X   X   X
AL Spl Care Fac Fin Auth of Birmingham
 
63-0847033 010399BY8 11-16-2006 99,762,733 See Part V X     X   X
AL Spl Care Fac Fin Auth of Mobile
 
63-0878048 01039VAD6 11-16-2006 105,449,341 See Part V   X   X   X
Hlth&Ed Bd of NashvilleDavidson Cnty
 
62-6139016 592041QZ3 03-30-2009 81,500,000 See Part V   X   X   X
AL Spl Care Fac Fin Auth of Birmingham
 
63-0847033 010399CK7 05-28-2009 35,000,000 See Part V   X   X   X
IN Health Fac Fin Auth
 
35-1611409 454795BS3 11-16-2006 179,400,000 See Part V X     X   X
IN Fin Auth
 
35-1611409 454795ET8 05-28-2009 118,690,000 See Part V   X   X   X
Tarrant Cnty Cultural Ed Fac Fin Corp
 
04-3833551 87638TEB5 03-25-2010 64,632,770 See Part V X     X   X
CT Health and Ed Fac Auth
 
06-0806186 20774UY58 03-25-2010 94,900,868 See Part V   X   X   X
MI State Hospital Fin Auth
 
38-2889417 59465HNC6 03-25-2010 872,106,861 See Part V   X   X   X
WI Health and Ed Fac Auth
 
39-1337855 97710BSU7 03-25-2010 168,792,011 See Part V   X   X   X
Health & Ed Fac Bd of Rutherford Cnty TN
 
62-1342304 78324PAB5 03-25-2010 146,828,804 See Part V   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired. . . . . 66,450,000 10,875,000 228,945,000 285,000
2 Amount of bonds defeased . . . . 19,920,000 14,045,000    
3 Total proceeds of issue . . . . 212,236,716 302,747,889 509,527,682 13,728,432
4 Gross proceeds in reserve funds . . 1 1    
5 Capitalized interest from proceeds.        
6 Proceeds in refunding escrow. . . . .        
7 Issuance costs from proceeds . . .        
8 Credit enhancement from proceeds. 1,565,056 1,565,056 7,381,512  
9 Working capital expenditures from proceeds . .        
10 Capital expenditures from proceeds . . 30,195,905 41,386,146 74,231,795 13,728,432
11 Other spent proceeds . . 182,040,811 259,796,687 427,914,375 397,759,540
12 Other unspent proceeds. . .        
13 Year of substantial completion . . . 2003 2003 2003 2005
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue?   X X   X   X  
15 Were the bonds issued as part of an advance refunding issue? X   X   X     X
16 Has the final allocation of proceeds been made? . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . X   X   X   X  
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2010
Schedule K (Form 990) 2010
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use? X   X   X   X  
b Are there any research agreements that may result in private business use of bond-financed property? . . X   X   X   X  
c Does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts or research agreements relating to the financed property? . X   X   X   X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . . . . . . . . . . . . SchKMediumBullet 1.820 % 1.820 % 1.820 % 1.110 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . SchKMediumBullet 0.050 % 0.050 % 0 % 0.050 %
6 Total of lines 4 and 5 . . .. . . . . . 1.820 % 1.820 % 1.820 % 1.160 %
7 Has the organization adopted management practices and procedures to ensure the post-issuance compliance of its tax-exempt bond liabilities? X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has a Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate, been filed with respect to the bond issue? . . .   X   X   X   X
2 Is the bond issue a variable rate issue? X   X   X   X  
3a Has the organization or the governmental issuer entered into a hedge with respect to the bond issue?   X X   X     X
b Name of provider . See Part V
 
See Part V
 
See Part V
 
 
 
c Term of hedge . .        
d Was the hedge superintegrated? .   X   X   X    
e Was a hedge terminated? .   X   X   X    
4a Were gross proceeds invested in a GIC? .   X   X   X   X
b Name of provider . AIG
 
Morgan Stanley
 
AIG
 
See Part V
 
c Term of GIC . . 0.900000000000 0.200000000000 0.900000000000  
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . X   X   X   X  
5 Were any gross proceeds invested beyond an available temporary period? .   X   X   X   X
6 Did the bond issue qualify for an exception to rebate? . . . X   X   X   X  
Schedule K (Form 990) 2010

Schedule K (Form 990) 2010
Page 3
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
Schedule K, Part I, Column F Description of Purpose Issuer: Escambia County Health Facilities Authority CUSIP No.: 296117AX2 Description of Purpose: 2003A - To finance and refinance certain improvements, additions, equipping and renovation of the Hospital, and to refund certain bonds issued November 1, 1999 Issuer: Health and Educational Facilities Authority of the State of Missouri CUSIP No.: 60635HWY1 Description of Purpose: 2003C - To finance and refinance certain improvements, additions, equipping and renovation of hospital facilities, to refund bonds issued November 1, 1999 and commercial paper issued December 5, 2002 and to pay the premium on policies of bond insurance Issuer: Indiana Health Facility Financing Authority Cusip No.: 454798ND7 Description of Purpose: 2003E/2008E - To finance and refinance certain improvements, additions, equipping and renovation of hospital facilities, to refund bonds issued November 1, 1999 and to pay the premium on policies of bond insurance Issuer: Alabama Special Care Facilities Financing Authority of Birmingham CUSIP No.: 091081DF3 Description of Purpose: 2005A-1 and A-2 - To provide funds to finance certain improvements, additions, equipping and renovation of certain health care facilities Issuer: Indiana Health Facility Financing Authority CUSIP No.: 454798PS2 Description of Purpose: 2005A - To provide funds to refund commercial paper issued September 30, 2004 and December 16, 2004 which financed certain improvements, additions, equipping and renovation of health care facilities and to finance certain improvements, additions, equipping and renovation of health care facilities Issuer: Michigan State Hospital Finance Authority CUSIP No.: 59465E7P2 Description of Purpose: 2005 - To provide funds to refund commercial paper issued September 30, 2004 and December 16, 2004 which financed certain improvements, additions, equipping and renovation of health care facilities and to finance certain improvements, additions, equipping and renovation of health care facilities Issuer: Wisconsin Health and Educational Facilities Authority CUSIP No.: 97710VT65 Description of Purpose: 2006A - To provide funds to finance certain improvements, additions, equipping and renovation of certain health care facilities Issuer: Indiana Health And Educational Facility Financing Authority CUSIP No.: 454795BZ7 Date Issued: 11/16/2006 & 12/01/2006 Description of Purpose: 2006B-3, B-4, B-5 and B-6 - To currently refund certain prior bonds issued November 1, 1999, December 4, 2001 and December 31, 2001 Issuer: Alabama Special Care Facilities Financing Authority of Birmingham CUSIP No.: 010399BY8 Description of Purpose: 2006C-2 - To currently refund certain prior bonds issued November 1, 1999 Issuer: Alabama Special Care Facilities Financing Authority of the City of Mobile CUSIP No.: 01039VAD6 Description of Purpose: 2006D - To currently refund certain prior bonds issued November 1, 1999 Issuer: Health and Educational Board of Metropolitan Government of Nashville and Davidson County, TN CUSIP No.: 592041QZ3 Description of Purpose: 2001B-1 - Transaction represents an amendment of terms (i.e., reissuance) of certain prior bonds issued December 31, 2001, which bonds provided funds to finance or refinance the costs of acquiring, constructing, equipping and renovating certain health care facilities Issuer: Alabama Special Care Facilities Financing Authority of Birmingham CUSIP No.: 010399CK7 Description of Purpose: 2006C-1 - Transaction represents an amendment of terms (i.e., reissuance) of certain prior bonds issued November 16, 2006, which bonds provided funds to finance certain improvements, additions, equipping and renovation of health care facilities Issuer: Indiana Health And Educational Facility Financing Authority CUSIP No.: 454795BS3 Description of Purpose: 2006B-1, B-2, B-7 and B-8 - To provide reimbursement for previous expenditures related to additions, equipping and renovation of certain health care facilities Issuer: Indiana Finance Authority CUSIP No.: 454795ET8 Description of Purpose: 2006B-1, B-7 and B-8 - Transaction represents an amendment of terms (i.e., reissuance) of certain prior bonds issued November 16, 2006, which bond provided reimbursement for previous expenditures related to additions, equipping and renovation of certain health care facilities Issuer: Tarrant County Cultural Education Facilities Finance Corporation CUSIP No.: 87638TEB5 Description of Purpose: 2010D - To finance the costs of acquiring, constructing, improving and equipping facilities of Senior Credit Group Members Issuer: State of Connecticut Health and Educational Facilities Authority CUSIP No.: 20774UY58 Description of Purpose: 2010A - To provide funds to refund commercial paper issued January 21, 2010 and finance the costs of acquiring, constructing, improving and equipping facilities of Senior Credit Group Members Issuer: Michigan State Hospital Finance Authority CUSIP No.: 59465HNC6 Description of Purpose: 2010B/2010F - To finance the costs of acquiring, constructing, improving and equipping facilities of Senior Credit Group Members, and to refinance the indebtedness of the Senior Credit Group through the current refunding of the Refunded Bonds issued April 8, 2008; April 15, 2008; April 22, 2008; May 6, 2008 and commercial paper issued 1/21/2010 Issuer: Wisconsin Health and Educational Facilities Authority CUSIP No.: 97710BSU7 Description of Purpose: 2010E - To finance the costs of acquiring, constructing, improving and equipping facilities of Senior Credit Group Members Issuer: The Health and Educational Facilities Board of Rutherford County, Tennessee CUSIP No.: 78324PAB5 Description of Purpose: 2010C - To finance the costs of acquiring, constructing, improving and equipping facilities of Senior Credit Group Members
Schedule K, Part I Bond Issues 1. A portion of the Missouri Series 2003C issuance was exchanged for 2008C bonds; the transaction did not represent a tax reissuance. The amount we are showing as outstanding includes both the Missouri Series 2003C and 2008C bonds. All of these are characterized collectively on the schedule. 2. A portion of the Indiana Series 2003E issuance was exchanged for 2008E bonds; the transaction did not represent a tax reissuance. The amount we are showing as outstanding includes both the Indiana Series 2003E and 2008E bonds. All of these bonds are characterized collectively on the schedule. 3. A portion of the Indiana 2005A issuance was cash defeased; several escrows are outstanding as of last day of tax year. 4. CUSIP number for Michigan Series 2005 as originally reported on Form 8038 was incorrect (reported as "59455E7P2"). 5. Tennessee Series 2001B-1 was reissued for tax purposes as of 3/30/09 in connection with an interest rate conversion on the bonds. 6. Indiana Series 2006B-1, B-7 and B-8 were reissued for tax purposes as of 5/28/09 in connection with an interest rate conversion on the bonds. Indiana Series 2006B-2 remains outstanding as originally issued. 7. The Indiana Health and Educational Facility Financing Authority was merged into the Indiana Finance Authority on 7/1/07. 8. CUSIP number for Michigan Series 2010B and 2010F as originally reported on Form 8038 was incorrect (no CUSIP was reported). 9. The Escambia 2003A, Missouri 2003C and Indiana 2003E/2008E Bonds, along with other, now-retired bonds from Michigan and Idaho issuers, are all part of a single issue for certain federal tax purposes. Within that issue, an election has been made to treat the Michigan bonds as a separate issue for purposes of IRC section 141. Ascension Health and the issuers reserve the right to make any further multipurpose allocations permitted under the Treasury Regulations. 10. The Alabama 2005A, Indiana 2005A and Michigan 2005 Bonds are all part of a single issue for certain federal tax purposes although Ascension Health and the issuers reserve the right to make any multipurpose allocations permitted under the Treasury Regulations. 11. The Wisconsin 2006A, Indiana 2006B (all sub-series), Alabama (Birmingham) 2006C-1 and C-2 and Alabama (Mobile) 2006D Bonds are all part of a single issue for certain federal tax purposes. Within that issue, an election has been made under the Treasury Regulations to treat the Wisconsin 2006A, Indiana 2006B-3, B-4, B-5 and B-6, Alabama (Birmingham) 2006C-2 and the Alabama (Mobile) 2006D Bonds, together, as a single issue for IRC section 141 purposes. Also, an election has been made under the Treasury Regulations to treat the Indiana 2006B-1, B-2, B-7 and B-8, and the Alabama (Birmingham) 2006C-1, together, as a single issue for IRC section 141 purposes. Ascension Health and the issuers reserve the right to make any further multipurpose allocations permitted under the Treasury Regulations. 12. The Connecticut 2010A, Michigan 2010B/2010F, Tennessee 2010C, Tarrant County 2010D and Wisconsin 2010E bonds are a single issue for certain federal tax purposes. Within that issue, elections have been made to treat each of the foregoing as separate issues for purposes of IRC section 141. Ascension Health and the issuers reserve the right to make any further multipurpose allocations permitted under the Treasury Regulations. 13. Ascension Health believes, and has prepared Schedule K in a manner consistent with such belief, that the Part III exclusion provided in the instructions for bonds that refund a pre-2003 bond issue applies to certain of the bonds reflected herein, though allocations under Regulations section 1.141-13(d) may not have yet been elected; this submission does not constitute an allocation election under Regulations section 1.141-13(d) for any issue or portion of an issue.
Schedule K, Part II Proceeds 1. Nonrefunding proceeds of the issue amount for the Indiana 2003 as originally reported on Form 8038 was incorrect (reported as "58,013,974"). 2. For purposes of Schedule K, Part II, Ascension Health is assuming that there is no "year of substantial completion" with respect to refunding bonds. 3. Differences between the issue price (Part I) and total proceeds (Part II, Line 3) are due to investment earnings.
Schedule K, Part IV Arbitrage 1. Line 21(e) of the Form 8038 was incorrectly marked "4.8472%" for the Tarrant County Series 2010D bond issue; the bonds actually constitute a variable yield issue for arbitrage purposes. 2. Line 40 of the Form 8038 was incorrectly not checked for the Missouri Series 2003C and the Indiana Series 2003E/2008E bond issues. 3. The hedge providers for the Missouri Series 2003C bond issue are Citibank and Morgan Stanley. The Citibank hedges have original terms of 6.7 and 23.7 years. The Morgan Stanley hedges have original terms of 6.7 and 23.6 years. 4. The hedge providers for the Indiana Series 2003E/2008E bond issue are Citibank and Morgan Stanley. The Citibank hedges have original terms of 6.7 and 33.7 years. the Morgan Stanley hedges have original terms of 23.6, 33.6 and 33.7 years. 5. GIC for Indiana Series 2006B-3, B-4, B-5 and B-6 was held at Citigroup and Morgan Stanley with a term of 0.3 and 0.2 years respectively.
Schedule K (Form 990) 2010

Additional Data


Software ID:  
Software Version:  

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Schedule O (Form 990).
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.

OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
Ascension Health
 
Employer identification number
31-1662309
Part I
Bond Issues
(a) Issuer Name (b) Issuer EIN (c) CUSIP # (d) Date Issued (e) Issue Price (f) Description of Purpose (g) Defeased (h) On
Behalf of
Issuer
(i) Pool
financing
Yes No Yes No Yes No
A Escambia County Health Fac Auth
 
52-1378815 296117AX2 03-13-2003 207,543,149 See Part V   X   X   X
B Health and Ed Fac Auth of MO
 
43-1178966 60635HWY1 03-13-2003 295,375,000 See Part V X     X   X
C IN Health Fac Fin Auth
 
35-1611409 454798ND7 03-13-2003 498,475,000 See Part V X     X   X
D AL Spl Care Fac Fin Auth of Birmingham
 
63-0847033 091081DF3 02-03-2005 13,712,418 See Part V   X   X   X
IN Health Fac Fin Auth
 
35-1611409 454798PS2 02-03-2005 480,236,983 See Part V X     X   X
MI State Hospital Fin Auth
 
38-2889417 59465E7P2 02-03-2005 161,264,563 See Part V X     X   X
WI Health and Ed Fac Auth
 
39-1337855 97710VT65 11-16-2006 125,000,611 See Part V   X   X   X
IN Health and Ed Fac Fin Auth
 
35-1611409 454795BZ7 11-16-2006 397,759,540 See Part V   X   X   X
AL Spl Care Fac Fin Auth of Birmingham
 
63-0847033 010399BY8 11-16-2006 99,762,733 See Part V X     X   X
AL Spl Care Fac Fin Auth of Mobile
 
63-0878048 01039VAD6 11-16-2006 105,449,341 See Part V   X   X   X
Hlth&Ed Bd of NashvilleDavidson Cnty
 
62-6139016 592041QZ3 03-30-2009 81,500,000 See Part V   X   X   X
AL Spl Care Fac Fin Auth of Birmingham
 
63-0847033 010399CK7 05-28-2009 35,000,000 See Part V   X   X   X
IN Health Fac Fin Auth
 
35-1611409 454795BS3 11-16-2006 179,400,000 See Part V X     X   X
IN Fin Auth
 
35-1611409 454795ET8 05-28-2009 118,690,000 See Part V   X   X   X
Tarrant Cnty Cultural Ed Fac Fin Corp
 
04-3833551 87638TEB5 03-25-2010 64,632,770 See Part V X     X   X
CT Health and Ed Fac Auth
 
06-0806186 20774UY58 03-25-2010 94,900,868 See Part V   X   X   X
MI State Hospital Fin Auth
 
38-2889417 59465HNC6 03-25-2010 872,106,861 See Part V   X   X   X
WI Health and Ed Fac Auth
 
39-1337855 97710BSU7 03-25-2010 168,792,011 See Part V   X   X   X
Health & Ed Fac Bd of Rutherford Cnty TN
 
62-1342304 78324PAB5 03-25-2010 146,828,804 See Part V   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired. . . . . 66,450,000 10,875,000 228,945,000 285,000
2 Amount of bonds defeased . . . . 19,920,000 14,045,000    
3 Total proceeds of issue . . . . 212,236,716 302,747,889 509,527,682 13,728,432
4 Gross proceeds in reserve funds . . 1 1    
5 Capitalized interest from proceeds.        
6 Proceeds in refunding escrow. . . . .        
7 Issuance costs from proceeds . . .        
8 Credit enhancement from proceeds. 1,565,056 1,565,056 7,381,512  
9 Working capital expenditures from proceeds . .        
10 Capital expenditures from proceeds . . 30,195,905 41,386,146 74,231,795 13,728,432
11 Other spent proceeds . . 182,040,811 259,796,687 427,914,375 397,759,540
12 Other unspent proceeds. . .        
13 Year of substantial completion . . . 2003 2003 2003 2005
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue?   X X   X   X  
15 Were the bonds issued as part of an advance refunding issue? X   X   X     X
16 Has the final allocation of proceeds been made? . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . X   X   X   X  
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2010
Schedule K (Form 990) 2010
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use? X   X   X   X  
b Are there any research agreements that may result in private business use of bond-financed property? . . X   X   X   X  
c Does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts or research agreements relating to the financed property? . X   X   X   X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . . . . . . . . . . . . SchKMediumBullet 1.820 % 1.820 % 1.820 % 1.110 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . SchKMediumBullet 0.050 % 0.050 % 0 % 0.050 %
6 Total of lines 4 and 5 . . .. . . . . . 1.820 % 1.820 % 1.820 % 1.160 %
7 Has the organization adopted management practices and procedures to ensure the post-issuance compliance of its tax-exempt bond liabilities? X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has a Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate, been filed with respect to the bond issue? . . .   X   X   X   X
2 Is the bond issue a variable rate issue? X   X   X   X  
3a Has the organization or the governmental issuer entered into a hedge with respect to the bond issue?   X X   X     X
b Name of provider . See Part V
 
See Part V
 
See Part V
 
 
 
c Term of hedge . .        
d Was the hedge superintegrated? .   X   X   X    
e Was a hedge terminated? .   X   X   X    
4a Were gross proceeds invested in a GIC? .   X   X   X   X
b Name of provider . AIG
 
Morgan Stanley
 
AIG
 
See Part V
 
c Term of GIC . . 0.900000000000 0.200000000000 0.900000000000  
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . X   X   X   X  
5 Were any gross proceeds invested beyond an available temporary period? .   X   X   X   X
6 Did the bond issue qualify for an exception to rebate? . . . X   X   X   X  
Schedule K (Form 990) 2010

Schedule K (Form 990) 2010
Page 3
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
Schedule K, Part I, Column F Description of Purpose Issuer: Escambia County Health Facilities Authority CUSIP No.: 296117AX2 Description of Purpose: 2003A - To finance and refinance certain improvements, additions, equipping and renovation of the Hospital, and to refund certain bonds issued November 1, 1999 Issuer: Health and Educational Facilities Authority of the State of Missouri CUSIP No.: 60635HWY1 Description of Purpose: 2003C - To finance and refinance certain improvements, additions, equipping and renovation of hospital facilities, to refund bonds issued November 1, 1999 and commercial paper issued December 5, 2002 and to pay the premium on policies of bond insurance Issuer: Indiana Health Facility Financing Authority Cusip No.: 454798ND7 Description of Purpose: 2003E/2008E - To finance and refinance certain improvements, additions, equipping and renovation of hospital facilities, to refund bonds issued November 1, 1999 and to pay the premium on policies of bond insurance Issuer: Alabama Special Care Facilities Financing Authority of Birmingham CUSIP No.: 091081DF3 Description of Purpose: 2005A-1 and A-2 - To provide funds to finance certain improvements, additions, equipping and renovation of certain health care facilities Issuer: Indiana Health Facility Financing Authority CUSIP No.: 454798PS2 Description of Purpose: 2005A - To provide funds to refund commercial paper issued September 30, 2004 and December 16, 2004 which financed certain improvements, additions, equipping and renovation of health care facilities and to finance certain improvements, additions, equipping and renovation of health care facilities Issuer: Michigan State Hospital Finance Authority CUSIP No.: 59465E7P2 Description of Purpose: 2005 - To provide funds to refund commercial paper issued September 30, 2004 and December 16, 2004 which financed certain improvements, additions, equipping and renovation of health care facilities and to finance certain improvements, additions, equipping and renovation of health care facilities Issuer: Wisconsin Health and Educational Facilities Authority CUSIP No.: 97710VT65 Description of Purpose: 2006A - To provide funds to finance certain improvements, additions, equipping and renovation of certain health care facilities Issuer: Indiana Health And Educational Facility Financing Authority CUSIP No.: 454795BZ7 Date Issued: 11/16/2006 & 12/01/2006 Description of Purpose: 2006B-3, B-4, B-5 and B-6 - To currently refund certain prior bonds issued November 1, 1999, December 4, 2001 and December 31, 2001 Issuer: Alabama Special Care Facilities Financing Authority of Birmingham CUSIP No.: 010399BY8 Description of Purpose: 2006C-2 - To currently refund certain prior bonds issued November 1, 1999 Issuer: Alabama Special Care Facilities Financing Authority of the City of Mobile CUSIP No.: 01039VAD6 Description of Purpose: 2006D - To currently refund certain prior bonds issued November 1, 1999 Issuer: Health and Educational Board of Metropolitan Government of Nashville and Davidson County, TN CUSIP No.: 592041QZ3 Description of Purpose: 2001B-1 - Transaction represents an amendment of terms (i.e., reissuance) of certain prior bonds issued December 31, 2001, which bonds provided funds to finance or refinance the costs of acquiring, constructing, equipping and renovating certain health care facilities Issuer: Alabama Special Care Facilities Financing Authority of Birmingham CUSIP No.: 010399CK7 Description of Purpose: 2006C-1 - Transaction represents an amendment of terms (i.e., reissuance) of certain prior bonds issued November 16, 2006, which bonds provided funds to finance certain improvements, additions, equipping and renovation of health care facilities Issuer: Indiana Health And Educational Facility Financing Authority CUSIP No.: 454795BS3 Description of Purpose: 2006B-1, B-2, B-7 and B-8 - To provide reimbursement for previous expenditures related to additions, equipping and renovation of certain health care facilities Issuer: Indiana Finance Authority CUSIP No.: 454795ET8 Description of Purpose: 2006B-1, B-7 and B-8 - Transaction represents an amendment of terms (i.e., reissuance) of certain prior bonds issued November 16, 2006, which bond provided reimbursement for previous expenditures related to additions, equipping and renovation of certain health care facilities Issuer: Tarrant County Cultural Education Facilities Finance Corporation CUSIP No.: 87638TEB5 Description of Purpose: 2010D - To finance the costs of acquiring, constructing, improving and equipping facilities of Senior Credit Group Members Issuer: State of Connecticut Health and Educational Facilities Authority CUSIP No.: 20774UY58 Description of Purpose: 2010A - To provide funds to refund commercial paper issued January 21, 2010 and finance the costs of acquiring, constructing, improving and equipping facilities of Senior Credit Group Members Issuer: Michigan State Hospital Finance Authority CUSIP No.: 59465HNC6 Description of Purpose: 2010B/2010F - To finance the costs of acquiring, constructing, improving and equipping facilities of Senior Credit Group Members, and to refinance the indebtedness of the Senior Credit Group through the current refunding of the Refunded Bonds issued April 8, 2008; April 15, 2008; April 22, 2008; May 6, 2008 and commercial paper issued 1/21/2010 Issuer: Wisconsin Health and Educational Facilities Authority CUSIP No.: 97710BSU7 Description of Purpose: 2010E - To finance the costs of acquiring, constructing, improving and equipping facilities of Senior Credit Group Members Issuer: The Health and Educational Facilities Board of Rutherford County, Tennessee CUSIP No.: 78324PAB5 Description of Purpose: 2010C - To finance the costs of acquiring, constructing, improving and equipping facilities of Senior Credit Group Members
Schedule K, Part I Bond Issues 1. A portion of the Missouri Series 2003C issuance was exchanged for 2008C bonds; the transaction did not represent a tax reissuance. The amount we are showing as outstanding includes both the Missouri Series 2003C and 2008C bonds. All of these are characterized collectively on the schedule. 2. A portion of the Indiana Series 2003E issuance was exchanged for 2008E bonds; the transaction did not represent a tax reissuance. The amount we are showing as outstanding includes both the Indiana Series 2003E and 2008E bonds. All of these bonds are characterized collectively on the schedule. 3. A portion of the Indiana 2005A issuance was cash defeased; several escrows are outstanding as of last day of tax year. 4. CUSIP number for Michigan Series 2005 as originally reported on Form 8038 was incorrect (reported as "59455E7P2"). 5. Tennessee Series 2001B-1 was reissued for tax purposes as of 3/30/09 in connection with an interest rate conversion on the bonds. 6. Indiana Series 2006B-1, B-7 and B-8 were reissued for tax purposes as of 5/28/09 in connection with an interest rate conversion on the bonds. Indiana Series 2006B-2 remains outstanding as originally issued. 7. The Indiana Health and Educational Facility Financing Authority was merged into the Indiana Finance Authority on 7/1/07. 8. CUSIP number for Michigan Series 2010B and 2010F as originally reported on Form 8038 was incorrect (no CUSIP was reported). 9. The Escambia 2003A, Missouri 2003C and Indiana 2003E/2008E Bonds, along with other, now-retired bonds from Michigan and Idaho issuers, are all part of a single issue for certain federal tax purposes. Within that issue, an election has been made to treat the Michigan bonds as a separate issue for purposes of IRC section 141. Ascension Health and the issuers reserve the right to make any further multipurpose allocations permitted under the Treasury Regulations. 10. The Alabama 2005A, Indiana 2005A and Michigan 2005 Bonds are all part of a single issue for certain federal tax purposes although Ascension Health and the issuers reserve the right to make any multipurpose allocations permitted under the Treasury Regulations. 11. The Wisconsin 2006A, Indiana 2006B (all sub-series), Alabama (Birmingham) 2006C-1 and C-2 and Alabama (Mobile) 2006D Bonds are all part of a single issue for certain federal tax purposes. Within that issue, an election has been made under the Treasury Regulations to treat the Wisconsin 2006A, Indiana 2006B-3, B-4, B-5 and B-6, Alabama (Birmingham) 2006C-2 and the Alabama (Mobile) 2006D Bonds, together, as a single issue for IRC section 141 purposes. Also, an election has been made under the Treasury Regulations to treat the Indiana 2006B-1, B-2, B-7 and B-8, and the Alabama (Birmingham) 2006C-1, together, as a single issue for IRC section 141 purposes. Ascension Health and the issuers reserve the right to make any further multipurpose allocations permitted under the Treasury Regulations. 12. The Connecticut 2010A, Michigan 2010B/2010F, Tennessee 2010C, Tarrant County 2010D and Wisconsin 2010E bonds are a single issue for certain federal tax purposes. Within that issue, elections have been made to treat each of the foregoing as separate issues for purposes of IRC section 141. Ascension Health and the issuers reserve the right to make any further multipurpose allocations permitted under the Treasury Regulations. 13. Ascension Health believes, and has prepared Schedule K in a manner consistent with such belief, that the Part III exclusion provided in the instructions for bonds that refund a pre-2003 bond issue applies to certain of the bonds reflected herein, though allocations under Regulations section 1.141-13(d) may not have yet been elected; this submission does not constitute an allocation election under Regulations section 1.141-13(d) for any issue or portion of an issue.
Schedule K, Part II Proceeds 1. Nonrefunding proceeds of the issue amount for the Indiana 2003 as originally reported on Form 8038 was incorrect (reported as "58,013,974"). 2. For purposes of Schedule K, Part II, Ascension Health is assuming that there is no "year of substantial completion" with respect to refunding bonds. 3. Differences between the issue price (Part I) and total proceeds (Part II, Line 3) are due to investment earnings.
Schedule K, Part IV Arbitrage 1. Line 21(e) of the Form 8038 was incorrectly marked "4.8472%" for the Tarrant County Series 2010D bond issue; the bonds actually constitute a variable yield issue for arbitrage purposes. 2. Line 40 of the Form 8038 was incorrectly not checked for the Missouri Series 2003C and the Indiana Series 2003E/2008E bond issues. 3. The hedge providers for the Missouri Series 2003C bond issue are Citibank and Morgan Stanley. The Citibank hedges have original terms of 6.7 and 23.7 years. The Morgan Stanley hedges have original terms of 6.7 and 23.6 years. 4. The hedge providers for the Indiana Series 2003E/2008E bond issue are Citibank and Morgan Stanley. The Citibank hedges have original terms of 6.7 and 33.7 years. the Morgan Stanley hedges have original terms of 23.6, 33.6 and 33.7 years. 5. GIC for Indiana Series 2006B-3, B-4, B-5 and B-6 was held at Citigroup and Morgan Stanley with a term of 0.3 and 0.2 years respectively.
Schedule K (Form 990) 2010

Additional Data


Software ID:  
Software Version:  

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Schedule O (Form 990).
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.

OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
Ascension Health
 
Employer identification number
31-1662309
Part I
Bond Issues
(a) Issuer Name (b) Issuer EIN (c) CUSIP # (d) Date Issued (e) Issue Price (f) Description of Purpose (g) Defeased (h) On
Behalf of
Issuer
(i) Pool
financing
Yes No Yes No Yes No
A Escambia County Health Fac Auth
 
52-1378815 296117AX2 03-13-2003 207,543,149 See Part V   X   X   X
B Health and Ed Fac Auth of MO
 
43-1178966 60635HWY1 03-13-2003 295,375,000 See Part V X     X   X
C IN Health Fac Fin Auth
 
35-1611409 454798ND7 03-13-2003 498,475,000 See Part V X     X   X
D AL Spl Care Fac Fin Auth of Birmingham
 
63-0847033 091081DF3 02-03-2005 13,712,418 See Part V   X   X   X
IN Health Fac Fin Auth
 
35-1611409 454798PS2 02-03-2005 480,236,983 See Part V X     X   X
MI State Hospital Fin Auth
 
38-2889417 59465E7P2 02-03-2005 161,264,563 See Part V X     X   X
WI Health and Ed Fac Auth
 
39-1337855 97710VT65 11-16-2006 125,000,611 See Part V   X   X   X
IN Health and Ed Fac Fin Auth
 
35-1611409 454795BZ7 11-16-2006 397,759,540 See Part V   X   X   X
AL Spl Care Fac Fin Auth of Birmingham
 
63-0847033 010399BY8 11-16-2006 99,762,733 See Part V X     X   X
AL Spl Care Fac Fin Auth of Mobile
 
63-0878048 01039VAD6 11-16-2006 105,449,341 See Part V   X   X   X
Hlth&Ed Bd of NashvilleDavidson Cnty
 
62-6139016 592041QZ3 03-30-2009 81,500,000 See Part V   X   X   X
AL Spl Care Fac Fin Auth of Birmingham
 
63-0847033 010399CK7 05-28-2009 35,000,000 See Part V   X   X   X
IN Health Fac Fin Auth
 
35-1611409 454795BS3 11-16-2006 179,400,000 See Part V X     X   X
IN Fin Auth
 
35-1611409 454795ET8 05-28-2009 118,690,000 See Part V   X   X   X
Tarrant Cnty Cultural Ed Fac Fin Corp
 
04-3833551 87638TEB5 03-25-2010 64,632,770 See Part V X     X   X
CT Health and Ed Fac Auth
 
06-0806186 20774UY58 03-25-2010 94,900,868 See Part V   X   X   X
MI State Hospital Fin Auth
 
38-2889417 59465HNC6 03-25-2010 872,106,861 See Part V   X   X   X
WI Health and Ed Fac Auth
 
39-1337855 97710BSU7 03-25-2010 168,792,011 See Part V   X   X   X
Health & Ed Fac Bd of Rutherford Cnty TN
 
62-1342304 78324PAB5 03-25-2010 146,828,804 See Part V   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired. . . . . 66,450,000 10,875,000 228,945,000 285,000
2 Amount of bonds defeased . . . . 19,920,000 14,045,000    
3 Total proceeds of issue . . . . 212,236,716 302,747,889 509,527,682 13,728,432
4 Gross proceeds in reserve funds . . 1 1    
5 Capitalized interest from proceeds.        
6 Proceeds in refunding escrow. . . . .        
7 Issuance costs from proceeds . . .        
8 Credit enhancement from proceeds. 1,565,056 1,565,056 7,381,512  
9 Working capital expenditures from proceeds . .        
10 Capital expenditures from proceeds . . 30,195,905 41,386,146 74,231,795 13,728,432
11 Other spent proceeds . . 182,040,811 259,796,687 427,914,375 397,759,540
12 Other unspent proceeds. . .        
13 Year of substantial completion . . . 2003 2003 2003 2005
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue?   X X   X   X  
15 Were the bonds issued as part of an advance refunding issue? X   X   X     X
16 Has the final allocation of proceeds been made? . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . X   X   X   X  
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2010
Schedule K (Form 990) 2010
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use? X   X   X   X  
b Are there any research agreements that may result in private business use of bond-financed property? . . X   X   X   X  
c Does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts or research agreements relating to the financed property? . X   X   X   X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . . . . . . . . . . . . SchKMediumBullet 1.820 % 1.820 % 1.820 % 1.110 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . SchKMediumBullet 0.050 % 0.050 % 0 % 0.050 %
6 Total of lines 4 and 5 . . .. . . . . . 1.820 % 1.820 % 1.820 % 1.160 %
7 Has the organization adopted management practices and procedures to ensure the post-issuance compliance of its tax-exempt bond liabilities? X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has a Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate, been filed with respect to the bond issue? . . .   X   X   X   X
2 Is the bond issue a variable rate issue? X   X   X   X  
3a Has the organization or the governmental issuer entered into a hedge with respect to the bond issue?   X X   X     X
b Name of provider . See Part V
 
See Part V
 
See Part V
 
 
 
c Term of hedge . .        
d Was the hedge superintegrated? .   X   X   X    
e Was a hedge terminated? .   X   X   X    
4a Were gross proceeds invested in a GIC? .   X   X   X   X
b Name of provider . AIG
 
Morgan Stanley
 
AIG
 
See Part V
 
c Term of GIC . . 0.900000000000 0.200000000000 0.900000000000  
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . X   X   X   X  
5 Were any gross proceeds invested beyond an available temporary period? .   X   X   X   X
6 Did the bond issue qualify for an exception to rebate? . . . X   X   X   X  
Schedule K (Form 990) 2010

Schedule K (Form 990) 2010
Page 3
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
Schedule K, Part I, Column F Description of Purpose Issuer: Escambia County Health Facilities Authority CUSIP No.: 296117AX2 Description of Purpose: 2003A - To finance and refinance certain improvements, additions, equipping and renovation of the Hospital, and to refund certain bonds issued November 1, 1999 Issuer: Health and Educational Facilities Authority of the State of Missouri CUSIP No.: 60635HWY1 Description of Purpose: 2003C - To finance and refinance certain improvements, additions, equipping and renovation of hospital facilities, to refund bonds issued November 1, 1999 and commercial paper issued December 5, 2002 and to pay the premium on policies of bond insurance Issuer: Indiana Health Facility Financing Authority Cusip No.: 454798ND7 Description of Purpose: 2003E/2008E - To finance and refinance certain improvements, additions, equipping and renovation of hospital facilities, to refund bonds issued November 1, 1999 and to pay the premium on policies of bond insurance Issuer: Alabama Special Care Facilities Financing Authority of Birmingham CUSIP No.: 091081DF3 Description of Purpose: 2005A-1 and A-2 - To provide funds to finance certain improvements, additions, equipping and renovation of certain health care facilities Issuer: Indiana Health Facility Financing Authority CUSIP No.: 454798PS2 Description of Purpose: 2005A - To provide funds to refund commercial paper issued September 30, 2004 and December 16, 2004 which financed certain improvements, additions, equipping and renovation of health care facilities and to finance certain improvements, additions, equipping and renovation of health care facilities Issuer: Michigan State Hospital Finance Authority CUSIP No.: 59465E7P2 Description of Purpose: 2005 - To provide funds to refund commercial paper issued September 30, 2004 and December 16, 2004 which financed certain improvements, additions, equipping and renovation of health care facilities and to finance certain improvements, additions, equipping and renovation of health care facilities Issuer: Wisconsin Health and Educational Facilities Authority CUSIP No.: 97710VT65 Description of Purpose: 2006A - To provide funds to finance certain improvements, additions, equipping and renovation of certain health care facilities Issuer: Indiana Health And Educational Facility Financing Authority CUSIP No.: 454795BZ7 Date Issued: 11/16/2006 & 12/01/2006 Description of Purpose: 2006B-3, B-4, B-5 and B-6 - To currently refund certain prior bonds issued November 1, 1999, December 4, 2001 and December 31, 2001 Issuer: Alabama Special Care Facilities Financing Authority of Birmingham CUSIP No.: 010399BY8 Description of Purpose: 2006C-2 - To currently refund certain prior bonds issued November 1, 1999 Issuer: Alabama Special Care Facilities Financing Authority of the City of Mobile CUSIP No.: 01039VAD6 Description of Purpose: 2006D - To currently refund certain prior bonds issued November 1, 1999 Issuer: Health and Educational Board of Metropolitan Government of Nashville and Davidson County, TN CUSIP No.: 592041QZ3 Description of Purpose: 2001B-1 - Transaction represents an amendment of terms (i.e., reissuance) of certain prior bonds issued December 31, 2001, which bonds provided funds to finance or refinance the costs of acquiring, constructing, equipping and renovating certain health care facilities Issuer: Alabama Special Care Facilities Financing Authority of Birmingham CUSIP No.: 010399CK7 Description of Purpose: 2006C-1 - Transaction represents an amendment of terms (i.e., reissuance) of certain prior bonds issued November 16, 2006, which bonds provided funds to finance certain improvements, additions, equipping and renovation of health care facilities Issuer: Indiana Health And Educational Facility Financing Authority CUSIP No.: 454795BS3 Description of Purpose: 2006B-1, B-2, B-7 and B-8 - To provide reimbursement for previous expenditures related to additions, equipping and renovation of certain health care facilities Issuer: Indiana Finance Authority CUSIP No.: 454795ET8 Description of Purpose: 2006B-1, B-7 and B-8 - Transaction represents an amendment of terms (i.e., reissuance) of certain prior bonds issued November 16, 2006, which bond provided reimbursement for previous expenditures related to additions, equipping and renovation of certain health care facilities Issuer: Tarrant County Cultural Education Facilities Finance Corporation CUSIP No.: 87638TEB5 Description of Purpose: 2010D - To finance the costs of acquiring, constructing, improving and equipping facilities of Senior Credit Group Members Issuer: State of Connecticut Health and Educational Facilities Authority CUSIP No.: 20774UY58 Description of Purpose: 2010A - To provide funds to refund commercial paper issued January 21, 2010 and finance the costs of acquiring, constructing, improving and equipping facilities of Senior Credit Group Members Issuer: Michigan State Hospital Finance Authority CUSIP No.: 59465HNC6 Description of Purpose: 2010B/2010F - To finance the costs of acquiring, constructing, improving and equipping facilities of Senior Credit Group Members, and to refinance the indebtedness of the Senior Credit Group through the current refunding of the Refunded Bonds issued April 8, 2008; April 15, 2008; April 22, 2008; May 6, 2008 and commercial paper issued 1/21/2010 Issuer: Wisconsin Health and Educational Facilities Authority CUSIP No.: 97710BSU7 Description of Purpose: 2010E - To finance the costs of acquiring, constructing, improving and equipping facilities of Senior Credit Group Members Issuer: The Health and Educational Facilities Board of Rutherford County, Tennessee CUSIP No.: 78324PAB5 Description of Purpose: 2010C - To finance the costs of acquiring, constructing, improving and equipping facilities of Senior Credit Group Members
Schedule K, Part I Bond Issues 1. A portion of the Missouri Series 2003C issuance was exchanged for 2008C bonds; the transaction did not represent a tax reissuance. The amount we are showing as outstanding includes both the Missouri Series 2003C and 2008C bonds. All of these are characterized collectively on the schedule. 2. A portion of the Indiana Series 2003E issuance was exchanged for 2008E bonds; the transaction did not represent a tax reissuance. The amount we are showing as outstanding includes both the Indiana Series 2003E and 2008E bonds. All of these bonds are characterized collectively on the schedule. 3. A portion of the Indiana 2005A issuance was cash defeased; several escrows are outstanding as of last day of tax year. 4. CUSIP number for Michigan Series 2005 as originally reported on Form 8038 was incorrect (reported as "59455E7P2"). 5. Tennessee Series 2001B-1 was reissued for tax purposes as of 3/30/09 in connection with an interest rate conversion on the bonds. 6. Indiana Series 2006B-1, B-7 and B-8 were reissued for tax purposes as of 5/28/09 in connection with an interest rate conversion on the bonds. Indiana Series 2006B-2 remains outstanding as originally issued. 7. The Indiana Health and Educational Facility Financing Authority was merged into the Indiana Finance Authority on 7/1/07. 8. CUSIP number for Michigan Series 2010B and 2010F as originally reported on Form 8038 was incorrect (no CUSIP was reported). 9. The Escambia 2003A, Missouri 2003C and Indiana 2003E/2008E Bonds, along with other, now-retired bonds from Michigan and Idaho issuers, are all part of a single issue for certain federal tax purposes. Within that issue, an election has been made to treat the Michigan bonds as a separate issue for purposes of IRC section 141. Ascension Health and the issuers reserve the right to make any further multipurpose allocations permitted under the Treasury Regulations. 10. The Alabama 2005A, Indiana 2005A and Michigan 2005 Bonds are all part of a single issue for certain federal tax purposes although Ascension Health and the issuers reserve the right to make any multipurpose allocations permitted under the Treasury Regulations. 11. The Wisconsin 2006A, Indiana 2006B (all sub-series), Alabama (Birmingham) 2006C-1 and C-2 and Alabama (Mobile) 2006D Bonds are all part of a single issue for certain federal tax purposes. Within that issue, an election has been made under the Treasury Regulations to treat the Wisconsin 2006A, Indiana 2006B-3, B-4, B-5 and B-6, Alabama (Birmingham) 2006C-2 and the Alabama (Mobile) 2006D Bonds, together, as a single issue for IRC section 141 purposes. Also, an election has been made under the Treasury Regulations to treat the Indiana 2006B-1, B-2, B-7 and B-8, and the Alabama (Birmingham) 2006C-1, together, as a single issue for IRC section 141 purposes. Ascension Health and the issuers reserve the right to make any further multipurpose allocations permitted under the Treasury Regulations. 12. The Connecticut 2010A, Michigan 2010B/2010F, Tennessee 2010C, Tarrant County 2010D and Wisconsin 2010E bonds are a single issue for certain federal tax purposes. Within that issue, elections have been made to treat each of the foregoing as separate issues for purposes of IRC section 141. Ascension Health and the issuers reserve the right to make any further multipurpose allocations permitted under the Treasury Regulations. 13. Ascension Health believes, and has prepared Schedule K in a manner consistent with such belief, that the Part III exclusion provided in the instructions for bonds that refund a pre-2003 bond issue applies to certain of the bonds reflected herein, though allocations under Regulations section 1.141-13(d) may not have yet been elected; this submission does not constitute an allocation election under Regulations section 1.141-13(d) for any issue or portion of an issue.
Schedule K, Part II Proceeds 1. Nonrefunding proceeds of the issue amount for the Indiana 2003 as originally reported on Form 8038 was incorrect (reported as "58,013,974"). 2. For purposes of Schedule K, Part II, Ascension Health is assuming that there is no "year of substantial completion" with respect to refunding bonds. 3. Differences between the issue price (Part I) and total proceeds (Part II, Line 3) are due to investment earnings.
Schedule K, Part IV Arbitrage 1. Line 21(e) of the Form 8038 was incorrectly marked "4.8472%" for the Tarrant County Series 2010D bond issue; the bonds actually constitute a variable yield issue for arbitrage purposes. 2. Line 40 of the Form 8038 was incorrectly not checked for the Missouri Series 2003C and the Indiana Series 2003E/2008E bond issues. 3. The hedge providers for the Missouri Series 2003C bond issue are Citibank and Morgan Stanley. The Citibank hedges have original terms of 6.7 and 23.7 years. The Morgan Stanley hedges have original terms of 6.7 and 23.6 years. 4. The hedge providers for the Indiana Series 2003E/2008E bond issue are Citibank and Morgan Stanley. The Citibank hedges have original terms of 6.7 and 33.7 years. the Morgan Stanley hedges have original terms of 23.6, 33.6 and 33.7 years. 5. GIC for Indiana Series 2006B-3, B-4, B-5 and B-6 was held at Citigroup and Morgan Stanley with a term of 0.3 and 0.2 years respectively.
Schedule K (Form 990) 2010

Additional Data


Software ID:  
Software Version:  

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Schedule O (Form 990).
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.

OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
Ascension Health
 
Employer identification number
31-1662309
Part I
Bond Issues
(a) Issuer Name (b) Issuer EIN (c) CUSIP # (d) Date Issued (e) Issue Price (f) Description of Purpose (g) Defeased (h) On
Behalf of
Issuer
(i) Pool
financing
Yes No Yes No Yes No
A Escambia County Health Fac Auth
 
52-1378815 296117AX2 03-13-2003 207,543,149 See Part V   X   X   X
B Health and Ed Fac Auth of MO
 
43-1178966 60635HWY1 03-13-2003 295,375,000 See Part V X     X   X
C IN Health Fac Fin Auth
 
35-1611409 454798ND7 03-13-2003 498,475,000 See Part V X     X   X
D AL Spl Care Fac Fin Auth of Birmingham
 
63-0847033 091081DF3 02-03-2005 13,712,418 See Part V   X   X   X
IN Health Fac Fin Auth
 
35-1611409 454798PS2 02-03-2005 480,236,983 See Part V X     X   X
MI State Hospital Fin Auth
 
38-2889417 59465E7P2 02-03-2005 161,264,563 See Part V X     X   X
WI Health and Ed Fac Auth
 
39-1337855 97710VT65 11-16-2006 125,000,611 See Part V   X   X   X
IN Health and Ed Fac Fin Auth
 
35-1611409 454795BZ7 11-16-2006 397,759,540 See Part V   X   X   X
AL Spl Care Fac Fin Auth of Birmingham
 
63-0847033 010399BY8 11-16-2006 99,762,733 See Part V X     X   X
AL Spl Care Fac Fin Auth of Mobile
 
63-0878048 01039VAD6 11-16-2006 105,449,341 See Part V   X   X   X
Hlth&Ed Bd of NashvilleDavidson Cnty
 
62-6139016 592041QZ3 03-30-2009 81,500,000 See Part V   X   X   X
AL Spl Care Fac Fin Auth of Birmingham
 
63-0847033 010399CK7 05-28-2009 35,000,000 See Part V   X   X   X
IN Health Fac Fin Auth
 
35-1611409 454795BS3 11-16-2006 179,400,000 See Part V X     X   X
IN Fin Auth
 
35-1611409 454795ET8 05-28-2009 118,690,000 See Part V   X   X   X
Tarrant Cnty Cultural Ed Fac Fin Corp
 
04-3833551 87638TEB5 03-25-2010 64,632,770 See Part V X     X   X
CT Health and Ed Fac Auth
 
06-0806186 20774UY58 03-25-2010 94,900,868 See Part V   X   X   X
MI State Hospital Fin Auth
 
38-2889417 59465HNC6 03-25-2010 872,106,861 See Part V   X   X   X
WI Health and Ed Fac Auth
 
39-1337855 97710BSU7 03-25-2010 168,792,011 See Part V   X   X   X
Health & Ed Fac Bd of Rutherford Cnty TN
 
62-1342304 78324PAB5 03-25-2010 146,828,804 See Part V   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired. . . . . 66,450,000 10,875,000 228,945,000 285,000
2 Amount of bonds defeased . . . . 19,920,000 14,045,000    
3 Total proceeds of issue . . . . 212,236,716 302,747,889 509,527,682 13,728,432
4 Gross proceeds in reserve funds . . 1 1    
5 Capitalized interest from proceeds.        
6 Proceeds in refunding escrow. . . . .        
7 Issuance costs from proceeds . . .        
8 Credit enhancement from proceeds. 1,565,056 1,565,056 7,381,512  
9 Working capital expenditures from proceeds . .        
10 Capital expenditures from proceeds . . 30,195,905 41,386,146 74,231,795 13,728,432
11 Other spent proceeds . . 182,040,811 259,796,687 427,914,375 397,759,540
12 Other unspent proceeds. . .        
13 Year of substantial completion . . . 2003 2003 2003 2005
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue?   X X   X   X  
15 Were the bonds issued as part of an advance refunding issue? X   X   X     X
16 Has the final allocation of proceeds been made? . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . X   X   X   X  
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2010
Schedule K (Form 990) 2010
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use? X   X   X   X  
b Are there any research agreements that may result in private business use of bond-financed property? . . X   X   X   X  
c Does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts or research agreements relating to the financed property? . X   X   X   X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . . . . . . . . . . . . SchKMediumBullet 1.820 % 1.820 % 1.820 % 1.110 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . SchKMediumBullet 0.050 % 0.050 % 0 % 0.050 %
6 Total of lines 4 and 5 . . .. . . . . . 1.820 % 1.820 % 1.820 % 1.160 %
7 Has the organization adopted management practices and procedures to ensure the post-issuance compliance of its tax-exempt bond liabilities? X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has a Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate, been filed with respect to the bond issue? . . .   X   X   X   X
2 Is the bond issue a variable rate issue? X   X   X   X  
3a Has the organization or the governmental issuer entered into a hedge with respect to the bond issue?   X X   X     X
b Name of provider . See Part V
 
See Part V
 
See Part V
 
 
 
c Term of hedge . .        
d Was the hedge superintegrated? .   X   X   X    
e Was a hedge terminated? .   X   X   X    
4a Were gross proceeds invested in a GIC? .   X   X   X   X
b Name of provider . AIG
 
Morgan Stanley
 
AIG
 
See Part V
 
c Term of GIC . . 0.900000000000 0.200000000000 0.900000000000  
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . X   X   X   X  
5 Were any gross proceeds invested beyond an available temporary period? .   X   X   X   X
6 Did the bond issue qualify for an exception to rebate? . . . X   X   X   X  
Schedule K (Form 990) 2010

Schedule K (Form 990) 2010
Page 3
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
Schedule K, Part I, Column F Description of Purpose Issuer: Escambia County Health Facilities Authority CUSIP No.: 296117AX2 Description of Purpose: 2003A - To finance and refinance certain improvements, additions, equipping and renovation of the Hospital, and to refund certain bonds issued November 1, 1999 Issuer: Health and Educational Facilities Authority of the State of Missouri CUSIP No.: 60635HWY1 Description of Purpose: 2003C - To finance and refinance certain improvements, additions, equipping and renovation of hospital facilities, to refund bonds issued November 1, 1999 and commercial paper issued December 5, 2002 and to pay the premium on policies of bond insurance Issuer: Indiana Health Facility Financing Authority Cusip No.: 454798ND7 Description of Purpose: 2003E/2008E - To finance and refinance certain improvements, additions, equipping and renovation of hospital facilities, to refund bonds issued November 1, 1999 and to pay the premium on policies of bond insurance Issuer: Alabama Special Care Facilities Financing Authority of Birmingham CUSIP No.: 091081DF3 Description of Purpose: 2005A-1 and A-2 - To provide funds to finance certain improvements, additions, equipping and renovation of certain health care facilities Issuer: Indiana Health Facility Financing Authority CUSIP No.: 454798PS2 Description of Purpose: 2005A - To provide funds to refund commercial paper issued September 30, 2004 and December 16, 2004 which financed certain improvements, additions, equipping and renovation of health care facilities and to finance certain improvements, additions, equipping and renovation of health care facilities Issuer: Michigan State Hospital Finance Authority CUSIP No.: 59465E7P2 Description of Purpose: 2005 - To provide funds to refund commercial paper issued September 30, 2004 and December 16, 2004 which financed certain improvements, additions, equipping and renovation of health care facilities and to finance certain improvements, additions, equipping and renovation of health care facilities Issuer: Wisconsin Health and Educational Facilities Authority CUSIP No.: 97710VT65 Description of Purpose: 2006A - To provide funds to finance certain improvements, additions, equipping and renovation of certain health care facilities Issuer: Indiana Health And Educational Facility Financing Authority CUSIP No.: 454795BZ7 Date Issued: 11/16/2006 & 12/01/2006 Description of Purpose: 2006B-3, B-4, B-5 and B-6 - To currently refund certain prior bonds issued November 1, 1999, December 4, 2001 and December 31, 2001 Issuer: Alabama Special Care Facilities Financing Authority of Birmingham CUSIP No.: 010399BY8 Description of Purpose: 2006C-2 - To currently refund certain prior bonds issued November 1, 1999 Issuer: Alabama Special Care Facilities Financing Authority of the City of Mobile CUSIP No.: 01039VAD6 Description of Purpose: 2006D - To currently refund certain prior bonds issued November 1, 1999 Issuer: Health and Educational Board of Metropolitan Government of Nashville and Davidson County, TN CUSIP No.: 592041QZ3 Description of Purpose: 2001B-1 - Transaction represents an amendment of terms (i.e., reissuance) of certain prior bonds issued December 31, 2001, which bonds provided funds to finance or refinance the costs of acquiring, constructing, equipping and renovating certain health care facilities Issuer: Alabama Special Care Facilities Financing Authority of Birmingham CUSIP No.: 010399CK7 Description of Purpose: 2006C-1 - Transaction represents an amendment of terms (i.e., reissuance) of certain prior bonds issued November 16, 2006, which bonds provided funds to finance certain improvements, additions, equipping and renovation of health care facilities Issuer: Indiana Health And Educational Facility Financing Authority CUSIP No.: 454795BS3 Description of Purpose: 2006B-1, B-2, B-7 and B-8 - To provide reimbursement for previous expenditures related to additions, equipping and renovation of certain health care facilities Issuer: Indiana Finance Authority CUSIP No.: 454795ET8 Description of Purpose: 2006B-1, B-7 and B-8 - Transaction represents an amendment of terms (i.e., reissuance) of certain prior bonds issued November 16, 2006, which bond provided reimbursement for previous expenditures related to additions, equipping and renovation of certain health care facilities Issuer: Tarrant County Cultural Education Facilities Finance Corporation CUSIP No.: 87638TEB5 Description of Purpose: 2010D - To finance the costs of acquiring, constructing, improving and equipping facilities of Senior Credit Group Members Issuer: State of Connecticut Health and Educational Facilities Authority CUSIP No.: 20774UY58 Description of Purpose: 2010A - To provide funds to refund commercial paper issued January 21, 2010 and finance the costs of acquiring, constructing, improving and equipping facilities of Senior Credit Group Members Issuer: Michigan State Hospital Finance Authority CUSIP No.: 59465HNC6 Description of Purpose: 2010B/2010F - To finance the costs of acquiring, constructing, improving and equipping facilities of Senior Credit Group Members, and to refinance the indebtedness of the Senior Credit Group through the current refunding of the Refunded Bonds issued April 8, 2008; April 15, 2008; April 22, 2008; May 6, 2008 and commercial paper issued 1/21/2010 Issuer: Wisconsin Health and Educational Facilities Authority CUSIP No.: 97710BSU7 Description of Purpose: 2010E - To finance the costs of acquiring, constructing, improving and equipping facilities of Senior Credit Group Members Issuer: The Health and Educational Facilities Board of Rutherford County, Tennessee CUSIP No.: 78324PAB5 Description of Purpose: 2010C - To finance the costs of acquiring, constructing, improving and equipping facilities of Senior Credit Group Members
Schedule K, Part I Bond Issues 1. A portion of the Missouri Series 2003C issuance was exchanged for 2008C bonds; the transaction did not represent a tax reissuance. The amount we are showing as outstanding includes both the Missouri Series 2003C and 2008C bonds. All of these are characterized collectively on the schedule. 2. A portion of the Indiana Series 2003E issuance was exchanged for 2008E bonds; the transaction did not represent a tax reissuance. The amount we are showing as outstanding includes both the Indiana Series 2003E and 2008E bonds. All of these bonds are characterized collectively on the schedule. 3. A portion of the Indiana 2005A issuance was cash defeased; several escrows are outstanding as of last day of tax year. 4. CUSIP number for Michigan Series 2005 as originally reported on Form 8038 was incorrect (reported as "59455E7P2"). 5. Tennessee Series 2001B-1 was reissued for tax purposes as of 3/30/09 in connection with an interest rate conversion on the bonds. 6. Indiana Series 2006B-1, B-7 and B-8 were reissued for tax purposes as of 5/28/09 in connection with an interest rate conversion on the bonds. Indiana Series 2006B-2 remains outstanding as originally issued. 7. The Indiana Health and Educational Facility Financing Authority was merged into the Indiana Finance Authority on 7/1/07. 8. CUSIP number for Michigan Series 2010B and 2010F as originally reported on Form 8038 was incorrect (no CUSIP was reported). 9. The Escambia 2003A, Missouri 2003C and Indiana 2003E/2008E Bonds, along with other, now-retired bonds from Michigan and Idaho issuers, are all part of a single issue for certain federal tax purposes. Within that issue, an election has been made to treat the Michigan bonds as a separate issue for purposes of IRC section 141. Ascension Health and the issuers reserve the right to make any further multipurpose allocations permitted under the Treasury Regulations. 10. The Alabama 2005A, Indiana 2005A and Michigan 2005 Bonds are all part of a single issue for certain federal tax purposes although Ascension Health and the issuers reserve the right to make any multipurpose allocations permitted under the Treasury Regulations. 11. The Wisconsin 2006A, Indiana 2006B (all sub-series), Alabama (Birmingham) 2006C-1 and C-2 and Alabama (Mobile) 2006D Bonds are all part of a single issue for certain federal tax purposes. Within that issue, an election has been made under the Treasury Regulations to treat the Wisconsin 2006A, Indiana 2006B-3, B-4, B-5 and B-6, Alabama (Birmingham) 2006C-2 and the Alabama (Mobile) 2006D Bonds, together, as a single issue for IRC section 141 purposes. Also, an election has been made under the Treasury Regulations to treat the Indiana 2006B-1, B-2, B-7 and B-8, and the Alabama (Birmingham) 2006C-1, together, as a single issue for IRC section 141 purposes. Ascension Health and the issuers reserve the right to make any further multipurpose allocations permitted under the Treasury Regulations. 12. The Connecticut 2010A, Michigan 2010B/2010F, Tennessee 2010C, Tarrant County 2010D and Wisconsin 2010E bonds are a single issue for certain federal tax purposes. Within that issue, elections have been made to treat each of the foregoing as separate issues for purposes of IRC section 141. Ascension Health and the issuers reserve the right to make any further multipurpose allocations permitted under the Treasury Regulations. 13. Ascension Health believes, and has prepared Schedule K in a manner consistent with such belief, that the Part III exclusion provided in the instructions for bonds that refund a pre-2003 bond issue applies to certain of the bonds reflected herein, though allocations under Regulations section 1.141-13(d) may not have yet been elected; this submission does not constitute an allocation election under Regulations section 1.141-13(d) for any issue or portion of an issue.
Schedule K, Part II Proceeds 1. Nonrefunding proceeds of the issue amount for the Indiana 2003 as originally reported on Form 8038 was incorrect (reported as "58,013,974"). 2. For purposes of Schedule K, Part II, Ascension Health is assuming that there is no "year of substantial completion" with respect to refunding bonds. 3. Differences between the issue price (Part I) and total proceeds (Part II, Line 3) are due to investment earnings.
Schedule K, Part IV Arbitrage 1. Line 21(e) of the Form 8038 was incorrectly marked "4.8472%" for the Tarrant County Series 2010D bond issue; the bonds actually constitute a variable yield issue for arbitrage purposes. 2. Line 40 of the Form 8038 was incorrectly not checked for the Missouri Series 2003C and the Indiana Series 2003E/2008E bond issues. 3. The hedge providers for the Missouri Series 2003C bond issue are Citibank and Morgan Stanley. The Citibank hedges have original terms of 6.7 and 23.7 years. The Morgan Stanley hedges have original terms of 6.7 and 23.6 years. 4. The hedge providers for the Indiana Series 2003E/2008E bond issue are Citibank and Morgan Stanley. The Citibank hedges have original terms of 6.7 and 33.7 years. the Morgan Stanley hedges have original terms of 23.6, 33.6 and 33.7 years. 5. GIC for Indiana Series 2006B-3, B-4, B-5 and B-6 was held at Citigroup and Morgan Stanley with a term of 0.3 and 0.2 years respectively.
Schedule K (Form 990) 2010

Additional Data


Software ID:  
Software Version:  

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Schedule O (Form 990).
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.

OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
Ascension Health
 
Employer identification number
31-1662309
Part I
Bond Issues
(a) Issuer Name (b) Issuer EIN (c) CUSIP # (d) Date Issued (e) Issue Price (f) Description of Purpose (g) Defeased (h) On
Behalf of
Issuer
(i) Pool
financing
Yes No Yes No Yes No
A Escambia County Health Fac Auth
 
52-1378815 296117AX2 03-13-2003 207,543,149 See Part V   X   X   X
B Health and Ed Fac Auth of MO
 
43-1178966 60635HWY1 03-13-2003 295,375,000 See Part V X     X   X
C IN Health Fac Fin Auth
 
35-1611409 454798ND7 03-13-2003 498,475,000 See Part V X     X   X
D AL Spl Care Fac Fin Auth of Birmingham
 
63-0847033 091081DF3 02-03-2005 13,712,418 See Part V   X   X   X
IN Health Fac Fin Auth
 
35-1611409 454798PS2 02-03-2005 480,236,983 See Part V X     X   X
MI State Hospital Fin Auth
 
38-2889417 59465E7P2 02-03-2005 161,264,563 See Part V X     X   X
WI Health and Ed Fac Auth
 
39-1337855 97710VT65 11-16-2006 125,000,611 See Part V   X   X   X
IN Health and Ed Fac Fin Auth
 
35-1611409 454795BZ7 11-16-2006 397,759,540 See Part V   X   X   X
AL Spl Care Fac Fin Auth of Birmingham
 
63-0847033 010399BY8 11-16-2006 99,762,733 See Part V X     X   X
AL Spl Care Fac Fin Auth of Mobile
 
63-0878048 01039VAD6 11-16-2006 105,449,341 See Part V   X   X   X
Hlth&Ed Bd of NashvilleDavidson Cnty
 
62-6139016 592041QZ3 03-30-2009 81,500,000 See Part V   X   X   X
AL Spl Care Fac Fin Auth of Birmingham
 
63-0847033 010399CK7 05-28-2009 35,000,000 See Part V   X   X   X
IN Health Fac Fin Auth
 
35-1611409 454795BS3 11-16-2006 179,400,000 See Part V X     X   X
IN Fin Auth
 
35-1611409 454795ET8 05-28-2009 118,690,000 See Part V   X   X   X
Tarrant Cnty Cultural Ed Fac Fin Corp
 
04-3833551 87638TEB5 03-25-2010 64,632,770 See Part V X     X   X
CT Health and Ed Fac Auth
 
06-0806186 20774UY58 03-25-2010 94,900,868 See Part V   X   X   X
MI State Hospital Fin Auth
 
38-2889417 59465HNC6 03-25-2010 872,106,861 See Part V   X   X   X
WI Health and Ed Fac Auth
 
39-1337855 97710BSU7 03-25-2010 168,792,011 See Part V   X   X   X
Health & Ed Fac Bd of Rutherford Cnty TN
 
62-1342304 78324PAB5 03-25-2010 146,828,804 See Part V   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired. . . . . 66,450,000 10,875,000 228,945,000 285,000
2 Amount of bonds defeased . . . . 19,920,000 14,045,000    
3 Total proceeds of issue . . . . 212,236,716 302,747,889 509,527,682 13,728,432
4 Gross proceeds in reserve funds . . 1 1    
5 Capitalized interest from proceeds.        
6 Proceeds in refunding escrow. . . . .        
7 Issuance costs from proceeds . . .        
8 Credit enhancement from proceeds. 1,565,056 1,565,056 7,381,512  
9 Working capital expenditures from proceeds . .        
10 Capital expenditures from proceeds . . 30,195,905 41,386,146 74,231,795 13,728,432
11 Other spent proceeds . . 182,040,811 259,796,687 427,914,375 397,759,540
12 Other unspent proceeds. . .        
13 Year of substantial completion . . . 2003 2003 2003 2005
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue?   X X   X   X  
15 Were the bonds issued as part of an advance refunding issue? X   X   X     X
16 Has the final allocation of proceeds been made? . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . X   X   X   X  
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2010
Schedule K (Form 990) 2010
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use? X   X   X   X  
b Are there any research agreements that may result in private business use of bond-financed property? . . X   X   X   X  
c Does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts or research agreements relating to the financed property? . X   X   X   X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . . . . . . . . . . . . SchKMediumBullet 1.820 % 1.820 % 1.820 % 1.110 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . SchKMediumBullet 0.050 % 0.050 % 0 % 0.050 %
6 Total of lines 4 and 5 . . .. . . . . . 1.820 % 1.820 % 1.820 % 1.160 %
7 Has the organization adopted management practices and procedures to ensure the post-issuance compliance of its tax-exempt bond liabilities? X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has a Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate, been filed with respect to the bond issue? . . .   X   X   X   X
2 Is the bond issue a variable rate issue? X   X   X   X  
3a Has the organization or the governmental issuer entered into a hedge with respect to the bond issue?   X X   X     X
b Name of provider . See Part V
 
See Part V
 
See Part V
 
 
 
c Term of hedge . .        
d Was the hedge superintegrated? .   X   X   X    
e Was a hedge terminated? .   X   X   X    
4a Were gross proceeds invested in a GIC? .   X   X   X   X
b Name of provider . AIG
 
Morgan Stanley
 
AIG
 
See Part V
 
c Term of GIC . . 0.900000000000 0.200000000000 0.900000000000  
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . X   X   X   X  
5 Were any gross proceeds invested beyond an available temporary period? .   X   X   X   X
6 Did the bond issue qualify for an exception to rebate? . . . X   X   X   X  
Schedule K (Form 990) 2010

Schedule K (Form 990) 2010
Page 3
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
Schedule K, Part I, Column F Description of Purpose Issuer: Escambia County Health Facilities Authority CUSIP No.: 296117AX2 Description of Purpose: 2003A - To finance and refinance certain improvements, additions, equipping and renovation of the Hospital, and to refund certain bonds issued November 1, 1999 Issuer: Health and Educational Facilities Authority of the State of Missouri CUSIP No.: 60635HWY1 Description of Purpose: 2003C - To finance and refinance certain improvements, additions, equipping and renovation of hospital facilities, to refund bonds issued November 1, 1999 and commercial paper issued December 5, 2002 and to pay the premium on policies of bond insurance Issuer: Indiana Health Facility Financing Authority Cusip No.: 454798ND7 Description of Purpose: 2003E/2008E - To finance and refinance certain improvements, additions, equipping and renovation of hospital facilities, to refund bonds issued November 1, 1999 and to pay the premium on policies of bond insurance Issuer: Alabama Special Care Facilities Financing Authority of Birmingham CUSIP No.: 091081DF3 Description of Purpose: 2005A-1 and A-2 - To provide funds to finance certain improvements, additions, equipping and renovation of certain health care facilities Issuer: Indiana Health Facility Financing Authority CUSIP No.: 454798PS2 Description of Purpose: 2005A - To provide funds to refund commercial paper issued September 30, 2004 and December 16, 2004 which financed certain improvements, additions, equipping and renovation of health care facilities and to finance certain improvements, additions, equipping and renovation of health care facilities Issuer: Michigan State Hospital Finance Authority CUSIP No.: 59465E7P2 Description of Purpose: 2005 - To provide funds to refund commercial paper issued September 30, 2004 and December 16, 2004 which financed certain improvements, additions, equipping and renovation of health care facilities and to finance certain improvements, additions, equipping and renovation of health care facilities Issuer: Wisconsin Health and Educational Facilities Authority CUSIP No.: 97710VT65 Description of Purpose: 2006A - To provide funds to finance certain improvements, additions, equipping and renovation of certain health care facilities Issuer: Indiana Health And Educational Facility Financing Authority CUSIP No.: 454795BZ7 Date Issued: 11/16/2006 & 12/01/2006 Description of Purpose: 2006B-3, B-4, B-5 and B-6 - To currently refund certain prior bonds issued November 1, 1999, December 4, 2001 and December 31, 2001 Issuer: Alabama Special Care Facilities Financing Authority of Birmingham CUSIP No.: 010399BY8 Description of Purpose: 2006C-2 - To currently refund certain prior bonds issued November 1, 1999 Issuer: Alabama Special Care Facilities Financing Authority of the City of Mobile CUSIP No.: 01039VAD6 Description of Purpose: 2006D - To currently refund certain prior bonds issued November 1, 1999 Issuer: Health and Educational Board of Metropolitan Government of Nashville and Davidson County, TN CUSIP No.: 592041QZ3 Description of Purpose: 2001B-1 - Transaction represents an amendment of terms (i.e., reissuance) of certain prior bonds issued December 31, 2001, which bonds provided funds to finance or refinance the costs of acquiring, constructing, equipping and renovating certain health care facilities Issuer: Alabama Special Care Facilities Financing Authority of Birmingham CUSIP No.: 010399CK7 Description of Purpose: 2006C-1 - Transaction represents an amendment of terms (i.e., reissuance) of certain prior bonds issued November 16, 2006, which bonds provided funds to finance certain improvements, additions, equipping and renovation of health care facilities Issuer: Indiana Health And Educational Facility Financing Authority CUSIP No.: 454795BS3 Description of Purpose: 2006B-1, B-2, B-7 and B-8 - To provide reimbursement for previous expenditures related to additions, equipping and renovation of certain health care facilities Issuer: Indiana Finance Authority CUSIP No.: 454795ET8 Description of Purpose: 2006B-1, B-7 and B-8 - Transaction represents an amendment of terms (i.e., reissuance) of certain prior bonds issued November 16, 2006, which bond provided reimbursement for previous expenditures related to additions, equipping and renovation of certain health care facilities Issuer: Tarrant County Cultural Education Facilities Finance Corporation CUSIP No.: 87638TEB5 Description of Purpose: 2010D - To finance the costs of acquiring, constructing, improving and equipping facilities of Senior Credit Group Members Issuer: State of Connecticut Health and Educational Facilities Authority CUSIP No.: 20774UY58 Description of Purpose: 2010A - To provide funds to refund commercial paper issued January 21, 2010 and finance the costs of acquiring, constructing, improving and equipping facilities of Senior Credit Group Members Issuer: Michigan State Hospital Finance Authority CUSIP No.: 59465HNC6 Description of Purpose: 2010B/2010F - To finance the costs of acquiring, constructing, improving and equipping facilities of Senior Credit Group Members, and to refinance the indebtedness of the Senior Credit Group through the current refunding of the Refunded Bonds issued April 8, 2008; April 15, 2008; April 22, 2008; May 6, 2008 and commercial paper issued 1/21/2010 Issuer: Wisconsin Health and Educational Facilities Authority CUSIP No.: 97710BSU7 Description of Purpose: 2010E - To finance the costs of acquiring, constructing, improving and equipping facilities of Senior Credit Group Members Issuer: The Health and Educational Facilities Board of Rutherford County, Tennessee CUSIP No.: 78324PAB5 Description of Purpose: 2010C - To finance the costs of acquiring, constructing, improving and equipping facilities of Senior Credit Group Members
Schedule K, Part I Bond Issues 1. A portion of the Missouri Series 2003C issuance was exchanged for 2008C bonds; the transaction did not represent a tax reissuance. The amount we are showing as outstanding includes both the Missouri Series 2003C and 2008C bonds. All of these are characterized collectively on the schedule. 2. A portion of the Indiana Series 2003E issuance was exchanged for 2008E bonds; the transaction did not represent a tax reissuance. The amount we are showing as outstanding includes both the Indiana Series 2003E and 2008E bonds. All of these bonds are characterized collectively on the schedule. 3. A portion of the Indiana 2005A issuance was cash defeased; several escrows are outstanding as of last day of tax year. 4. CUSIP number for Michigan Series 2005 as originally reported on Form 8038 was incorrect (reported as "59455E7P2"). 5. Tennessee Series 2001B-1 was reissued for tax purposes as of 3/30/09 in connection with an interest rate conversion on the bonds. 6. Indiana Series 2006B-1, B-7 and B-8 were reissued for tax purposes as of 5/28/09 in connection with an interest rate conversion on the bonds. Indiana Series 2006B-2 remains outstanding as originally issued. 7. The Indiana Health and Educational Facility Financing Authority was merged into the Indiana Finance Authority on 7/1/07. 8. CUSIP number for Michigan Series 2010B and 2010F as originally reported on Form 8038 was incorrect (no CUSIP was reported). 9. The Escambia 2003A, Missouri 2003C and Indiana 2003E/2008E Bonds, along with other, now-retired bonds from Michigan and Idaho issuers, are all part of a single issue for certain federal tax purposes. Within that issue, an election has been made to treat the Michigan bonds as a separate issue for purposes of IRC section 141. Ascension Health and the issuers reserve the right to make any further multipurpose allocations permitted under the Treasury Regulations. 10. The Alabama 2005A, Indiana 2005A and Michigan 2005 Bonds are all part of a single issue for certain federal tax purposes although Ascension Health and the issuers reserve the right to make any multipurpose allocations permitted under the Treasury Regulations. 11. The Wisconsin 2006A, Indiana 2006B (all sub-series), Alabama (Birmingham) 2006C-1 and C-2 and Alabama (Mobile) 2006D Bonds are all part of a single issue for certain federal tax purposes. Within that issue, an election has been made under the Treasury Regulations to treat the Wisconsin 2006A, Indiana 2006B-3, B-4, B-5 and B-6, Alabama (Birmingham) 2006C-2 and the Alabama (Mobile) 2006D Bonds, together, as a single issue for IRC section 141 purposes. Also, an election has been made under the Treasury Regulations to treat the Indiana 2006B-1, B-2, B-7 and B-8, and the Alabama (Birmingham) 2006C-1, together, as a single issue for IRC section 141 purposes. Ascension Health and the issuers reserve the right to make any further multipurpose allocations permitted under the Treasury Regulations. 12. The Connecticut 2010A, Michigan 2010B/2010F, Tennessee 2010C, Tarrant County 2010D and Wisconsin 2010E bonds are a single issue for certain federal tax purposes. Within that issue, elections have been made to treat each of the foregoing as separate issues for purposes of IRC section 141. Ascension Health and the issuers reserve the right to make any further multipurpose allocations permitted under the Treasury Regulations. 13. Ascension Health believes, and has prepared Schedule K in a manner consistent with such belief, that the Part III exclusion provided in the instructions for bonds that refund a pre-2003 bond issue applies to certain of the bonds reflected herein, though allocations under Regulations section 1.141-13(d) may not have yet been elected; this submission does not constitute an allocation election under Regulations section 1.141-13(d) for any issue or portion of an issue.
Schedule K, Part II Proceeds 1. Nonrefunding proceeds of the issue amount for the Indiana 2003 as originally reported on Form 8038 was incorrect (reported as "58,013,974"). 2. For purposes of Schedule K, Part II, Ascension Health is assuming that there is no "year of substantial completion" with respect to refunding bonds. 3. Differences between the issue price (Part I) and total proceeds (Part II, Line 3) are due to investment earnings.
Schedule K, Part IV Arbitrage 1. Line 21(e) of the Form 8038 was incorrectly marked "4.8472%" for the Tarrant County Series 2010D bond issue; the bonds actually constitute a variable yield issue for arbitrage purposes. 2. Line 40 of the Form 8038 was incorrectly not checked for the Missouri Series 2003C and the Indiana Series 2003E/2008E bond issues. 3. The hedge providers for the Missouri Series 2003C bond issue are Citibank and Morgan Stanley. The Citibank hedges have original terms of 6.7 and 23.7 years. The Morgan Stanley hedges have original terms of 6.7 and 23.6 years. 4. The hedge providers for the Indiana Series 2003E/2008E bond issue are Citibank and Morgan Stanley. The Citibank hedges have original terms of 6.7 and 33.7 years. the Morgan Stanley hedges have original terms of 23.6, 33.6 and 33.7 years. 5. GIC for Indiana Series 2006B-3, B-4, B-5 and B-6 was held at Citigroup and Morgan Stanley with a term of 0.3 and 0.2 years respectively.
Schedule K (Form 990) 2010

Additional Data


Software ID:  
Software Version:  

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

31-1662309
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) Catholic Healthcare Audit Network
 
An Officer of AH is a Board Member 2,822,228 Payment for Audit 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


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
Ascension Health
 
Employer identification number

31-1662309
Identifier Return Reference Explanation
Description of Program Service Accomplishments: Form 990, Part III, Line 4a: Ascension Health, the largest Catholic and largest nonprofit health system in the United States, is a leader within the nation's Catholic health ministry. To ensure faithfulness and fidelity to the heritage and history of its religious sponsors, the organization examines all key decisions and strategies through the lens of its Mission: "Rooted in the loving ministry of Jesus as healer, we commit ourselves to serving all persons with special attention to those who are poor and vulnerable. Our Catholic health ministry is dedicated to spiritually centered, holistic care, which sustains and improves the health of individuals and communities. We are advocates for a compassionate and just society through our actions and our words." Ascension Health is focused on transforming healthcare by providing the highest quality care to all, with special attention to those who are poor and vulnerable. In Fiscal Year 2011 (7/1/10-6/30/11) Ascension Health provided $1.2 billion care of the poor and community benefit in the communities it serves. Since its founding in 1999, the organization has provided a total of more than $8.6 billion in care of persons who are poor and community benefit. Its Health Ministries see more than 500,000 unique uninsured individuals annually, which equates to one unique uninsured person every 34 seconds of every day. Those Health Ministries provide acute care services, long-term care, community health services, psychiatric, rehabilitation and residential care, continuing the legacy of Ascension Health's sponsoring religious congregations through the work of more than 113,000 associates serving in more than 500 locations in 20 states and the District of Columbia. Ascension Health's Vision calls for ensuring service that is committed to health and well-being of the communities it serves and that responds to the needs of individuals throughout the life cycle. The System's distributed leadership operating model ensures that decisions in support of that Vision are made at the appropriate level of the organization, giving its local Health Ministries great autonomy in determining how to best serve their communities. This includes deciding what services to provide, where to locate facilities, the credentialing of qualified professionals, and the staffing required to provide needed services. The Health Ministries are based in their local communities and are incorporated separately, with their own Boards of Trustees made up of local citizens who are best able to help guide them in determining the needs of the community and the best way to operate their facilities. At the same time, each Health Ministry has a role as a member of the larger System. Leaders at the System Office support the efforts of the Health Ministries and focus on strategic and thought leadership for the System as a whole. To support a consistent focus on Ascension Health's Mission, a dedicated team called Mission Integration provides strategic leadership in the integration of the Mission, Vision and Values throughout all sponsored organizations and partnerships of Ascension Health in support of System strategy and the Strategic Direction. This includes collaboration with local Health Ministry Mission Vice Presidents by offering System support and resources designed to foster a spiritually vital and effective workplace for the leadership, associates, physicians, board members and volunteers throughout the System. Mission integration involves conceptualizing, developing, promoting and implementing a full continuum of leadership and development activities in the following areas: Catholic Identity and Sponsorship; Ethics (Business, Clinical and Social); Spirituality and Ministry; Care of the Poor and Community Benefit; Leadership Formation; Heritage; and Legacy. The Ethics Department provides ethical and theological reflection, analysis, research, consultation and education for assisting trustees, senior leaders, managers, clinicians and ethics committees in fulfilling their responsibilities for ethical decision making and discernment, and for the ethical integrity and Catholic identity of Ascension Health and its Health Ministries. Services include ethics leadership and support to Health Ministries; policy development and review; ethical analysis and review of management and service contracts, merger agreements, and other forms of partnerships to ensure consistency with the U.S. Conference of Catholic Bishops' Ethical and Religious Directives for Catholic Health Care Services, and Catholic teaching; clinical and organizational ethics consultation; continuing development of ethics education programs; and resources for general use. In Fiscal Year 2009 Ethics provided approximately 40 Health Ministry consultations a month, and a total of 40 educational sessions reaching several hundred individuals. Leadership Formation prepares leaders for stewardship of the Mission into the future, through a process of theological reflection, spiritual development and an application of leadership skills. The process offers a two-year program of formation directed toward the preparation of current and future executives. This program provides its participants with the language and skills to articulate Ascension Health's heritage, beliefs and purpose as a healing ministry and to apply these principles in organizational leadership. The program is implemented in conjunction with the leadership-style assessment tools of the organization's Leadership Continuity Planning process and in partnership with the Aquinas Institute of Theology. In FY10 this program served 50 executives in an intensive program and more than 650 in an ongoing program. Also in FY10. formation programs were extended to managers (75 per year) and to our Health Ministry Boards. This focus on Mission Integration helps ensure that strategic decisions are consistent with Ascension Health's Mission, Vision and Values and supports the organization's overarching strategy, which is articulated through its Strategic Direction. Ascension Health's Strategic Direction incorporates an outward promise to those it serves to deliver Healthcare That Works, Healthcare That Is Safe and Healthcare That Leaves No One Behind, for Life, by the year 2020. In support of Healthcare That Works, Ascension Health strives to achieve absolute satisfaction among those it serves and those who serve. It works to create a consistent, exceptional Ascension Health Experience by seeking to build lifetime relationships with individuals, helping them navigate healthcare options and resources to optimize their health and well-being. The Ascension Health Experience Team has responsibility for the Healthcare That Works portion of the Strategic Direction. The team has been focused on supporting the Health Ministries in their efforts to improve the experience of hospital inpatients, helping Health Ministry associates be more intentional about delivering the kinds of experiences patients desire. Success is measured by a metric called the patient Net Promoter Score (pNPS), which is calculated by asking patients how likely they would be to refer family and friends to their hospital. In its first three years this work resulted in an increase in the overall System pNPS of more than 15 percent. Efforts to explore and improve the experience of those served in physician offices and outpatient settings are under way. To provide Healthcare That Is Safe, Ascension Health collaborates with physicians, other caregivers and values-compatible partners with the goal of ensuring that those it serves have access to safe, clinically excellent care throughout their lives and across the continuum of care, including the outpatient/ambulatory setting, the management of chronic disease, and a focus on community health and well-being. The Clinical Excellence team provides System-level strategic leadership and resources to assist the Health Ministries in a number of quality performance improvement areas for the full continuum of care. In July 2008 Ascension Health met its goal of "excellent clinical care with no preventable injuries or deaths" by dramatically reducing the mortality figure for those not admitted to the hospital for end-of-life care. In pursuit of Healthcare That Is Safe, best practices and clinical improvements are shared across the System. Thanks to the work of Clinical Excellence and leaders and associates in the Health Ministries, improvements in eight patient safety areas of focus called Priorities for Action has been substantially better than national averages. Ascension Health is advancing the next phase of patient safety work to become a High Reliability Organization, through its Healing without Harm by 2014 initiative.
    The objective of Healthcare That Leaves No One Behind is 100% access and 100% coverage. Through national advocacy, new models of care and transformed access leaders, Ascension Health collaborates with others with the goal of ensuring that all persons, particularly those who are uninsured or underinsured, receive healthcare services that create and support the best journey to improved health outcomes for each individual and are funded in an adequate and sustainable fashion. At a national level, Ascension Health continues to advocate for legislation that supports access and coverage for all by 2020. The Advocacy team provides leadership in this area, developing and implementing Ascension Health's advocacy agenda, providing leadership in the development of public-private partnerships that improve access to healthcare delivery services, and coordinating Ascension Health's advocacy efforts with the American Hospital Association and the Catholic Health Association of the United States. In addition, Ascension Health has determined that to realize its Vision through its Strategic Direction by 2020 it is necessary for the organization to both perform and transform. The System's organizational approach provides clear focus and dedicated resources to optimize operations within the five-year timeframe of its Integrated Strategic, Operational and Financial Plan through the Healthcare Operations group. It also dedicates discrete resources to a separate group, Transformational Development, with a longer-term focus to identify, investigate and test innovative solutions to help achieve the Strategic Direction. Through this organizational approach, Ascension Health seeks to ensure that it is best positioned to lead the transformation of healthcare. Transformational Development works to accelerate the achievement of Ascension Health's Strategic Direction by focusing its energy on "what's next" in the evolution of healthcare, beyond the five-year timeframe of the Ascension Health Integrated Strategic, Operational and Financial Plan. Transformational Development seeks to design and test new platforms for meeting the health-related needs of those served, in part by pursuing non-traditional approaches to the traditional challenges facing healthcare. Ascension Health carries on the tradition of a ministry that is 400 years old. It is a steward of the gifts entrusted to it to strengthen the ministry's ability to serve those who are poor and vulnerable. The organization has worked hard to manage its large and complex organization in a way that ensures the continued ability to carry out its Mission.
Form 990, Part VI, Section A, line 2   Many of the persons listed in Part VII, Section A have a "business relationship" with each other by virtue of employment for Ascension Health related entities.
Form 990, Part VI, Section A, line 6   Ascension Health is sponsored by six organizations: Four Provinces of the Daughters of Charity, the Congregation of St. Joseph, and the Congregation of St. Joseph of Carondelet. Each of these six organizations is a member in Ascension Health.
Form 990, Part VI, Section A, line 7a   The members of Ascension Health have the ability to elect members to the governing body of Ascension Health.
Form 990, Part VI, Section A, line 7b   All decisions that have a material impact to Ascension Health financial information or corporation as a whole are subject to approval by the six members.
Form 990, Part VI, Section B, line 11   Management, including certain officers, works diligently to complete the Form 990 and attached schedules in a thorough manner. Prior to filing the return, all Board Members are provided the Form 990 and management team members are available to answer any Board Members' questions.
  Form 990, Part VI, Section B, line 12c The organization regularly and consistently monitors and enforces compliance with the conflict of interest policy in that any director, principal officer, or member of a committee with governing board delegated powers, who has a direct or indirect financial interest, must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors and members of the committees with governing board delegated powers considering the proposed transaction or arrangement. The remaining individuals on the governing board or committee will decide if conflicts of interest exist. Each director, principal officer and member of a committee with governing board delegated powers annually signs a statement which affirms such person has received a copy of the conflict of interest policy, has read and understands the policy, has agreed to comply with the policy, and understands that the organization is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish its tax-exempt purpose. In addition, the General Counsel reviews all Conflict of Interest disclosures and makes an annual report to the Board on such disclosures.
  Form 990, Part VI, Section B, line 15 In determining compensation of the organization's CEO, the process included a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision. The Compensation Committee of the Board engaged an independent compensation consultant to advise the Committee with respect to the compensation of the CEO. Then the Compensation Committee reviewed and approved the compensation. In the review of the compensation, the CEO was compared to individuals in other comparable organizations that hold the same title. During the review and approval of the compensation, documentation of the decision was recorded in the minutes. The individual was not present when his compensation was decided. In determining compensation of other officers or key employees of the organization, the process included a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision. The Compensation Committee of the Board engaged an independent compensation consultant to advise the Committee with respect to the executive team members. Then the Compensation Committee reviewed and approved the compensation. In the review of the compensation, the other officers or key employees of the organization were compared to individuals in other comparable organizations that hold the same title. During the review and approval of the compensation, documentation of the decision was recorded in the minutes. Ascension Health performed all of the above procedures to obtain the rebuttable presumption respecting compensation arrangements (per IRC Section 4958).
  Form 990, Part VI, Section C, line 19 The organization will provide any documents open to public inspection upon request.
Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized gains on investments: 37,708,318. Net Asset Transfers From Health Ministries 262,397,570. Net Asset Transfer from Trusts/Other 89,734,373. Additional Pension Liability 26,374,739. Transfer out to AHIS -27,000,000. Unrealized Losses on Interest Rate Swaps -303,211. Other Changes - Discontinued Operations 3,651,262. Total to Form 990, Part XI, Line 5: 392,563,051.
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
Ascension Health
 
Employer identification number

31-1662309
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) Ascension Health Ventures II LLC
11775 Borman Drive
St Louis,MO62146
26-0624407
Healthcare MO 0 0 Ascension Health
 
(2) TriMedx LLC
5451 Lakeview Parkway S Drive
Indianapolis,IN46268
35-2081152
Healthcare IN 25,373,498 54,795,214 Ascension Health
 
(3) TriMedx International LLC
6325 Digital Way Ste 490
Indianapolis,IN46278
45-4993750
Healthcare IN 0 0 AH Holdings LLC
 
(4) Axess Ultrasound LLC
8148 Woodland Drive
Indianapolis,IN46278
26-2953976
Healthcare IN 2,298,481 5,947,863 Ascension Health
 
(5) Ascension Health Ventures LLC
4600 Edmundson Road
St Louis,MO63134
31-1793943
Healthcare MO 0 0 Ascension Health
 
(6) AH Holdings LLC
4600 Edmundson Road
St Louis,MO63134
27-0464821
Healthcare MO 0 0 Ascension Health
 
(7) eProtex LLC
6325 Digital Way
Indianapolis,IN46278
27-0148607
Healthcare IN 0 0 Ascension Health
 
(8) Ascension Health Resource Management and Supply Change Management Group LLC
4600 Edmundson Road
St Louis,MO63134
27-3859055
Healthcare MO 5,143,850 9,051,515 Ascension Health
 
(9) AH Orion LLC
4600 Edmundson Road
St Louis,MO63134
32-0292619
Healthcare MO 0 0 AH Holdings LLC
 
(10) Ascension Health Leadership Academy LLC
4600 Edmundson Road
St Louis,MO63134
Healthcare MO 0 0 Ascension Health
 
(11) Ascension Health Ministry Service Center LLC
4040 Vincennes Circle
Indianapolis,IN46267
27-3138686
Healthcare MO 0 0 Ascension Health
 
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) Ascension Health Information Services

PO Box 45998

St Louis,MO631455998
65-1257719
Supporting Organization MO Section 501(C)(3) Schedule A, Line 11a Ascension Health
 
 
No
(2) Ascension Health Professional And General Liability Self Insurance Trust

4600 Edmundson Rd

St Louis,MO63134
36-7046706
Supporting Organization MO Section 501(C)(3) Schedule A, Line 11a Ascension Health
 
 
No
(3) Ascension Health Welfare Benefits Trust

PO Box 46944

St Louis,MO63146
43-1601369
Trust MO Section 501(C)(3) N/A Ascension Health
 
 
No
(4) Catholic Healthcare Investment Management Company

PO Box 45998

St Louis,MO631455998
27-3174701
Supporting Organization MO Section 501(C)(3) Schedule A, Line 11a Ascension Health
 
 
No
(5) Seton Institute

4600 Edmundson Rd

St Louis,MO63134
65-1205990
Healthcare MO Section 501(C)(3) Schedule A, Line 7 Ascension Health
 
 
No
(6) Daughters of Charity Foundation of St Louis

231 South Bemiston Suite 735

St Louis,MO63105
43-1736970
Supporting Organization MO Section 501(C)(3) Schedule A, Line 11a Ascension Health
 
 
No
(7) St Vincent's Health System

810 St Vincents Drive

Birmingham,AL35205
63-0931008
Health System Parent AL Section 501(C)(3) Schedule A, Line 11c Ascension Health
 
 
No
(8) American Sports Medicine Institute

2660 10th Avenue South No 505

Birmingham,AL35205
63-0952490
Sports Medicine AL Section 501(C)(3) Schedule A, Line 7 St Vincent's Health System
 
Yes
 
(9) Seton Property Corporation Of North Alabama

810 St Vincents Drive

Birmingham,AL35205
23-7326976
Real Estate AL Section 501(C)(2) N/A St Vincent's Health System
 
Yes
 
(10) St Vincent's Birmingham

810 St Vincents Drive

Birmingham,AL35205
63-0288864
Hospital AL Section 501(C)(3) Schedule A, Line 3 St Vincent's Health System
 
Yes
 
(11) St Vincent's Blount

150 Gilbreath Drive

Oneonta,AL35121
63-0909073
Hospital AL Section 501(C)(3) Schedule A, Line 3 St Vincent's Health System
 
Yes
 
(12) St Vincent's East

50 Medical Park East Drive

Birmingham,AL35235
63-0578923
Hospital AL Section 501(C)(3) Schedule A, Line 3 St Vincent's Health System
 
Yes
 
(13) Eastern Health Foundation

50 Medical Park East Drive

Birmingham,AL35235
63-0909071
Fundraising AL Section 501(C)(3) Schedule A, Line 7 St Vincent's Health System
 
Yes
 
(14) St Vincent's Foundation Of Alabama Inc

810 St Vincents Drive

Birmingham,AL35205
63-0868068
Fundraising AL Section 501(C)(3) Schedule A, Line 7 St Vincent's Health System
 
Yes
 
(15) Universal Health Services

810 St Vincents Drive

Birmingham,AL35205
63-0932323
Physician Group AL Section 501(C)(3) Schedule A, Line 3 St Vincent's Health System
 
Yes
 
(16) Providence Hospital

6801 Airport Blvd

Mobile,AL36608
63-0288861
Hospital AL Section 501(C)(3) Schedule A, Line 3 Ascension Health
 
Yes
 
(17) Seton Health Corporation Of South Alabama

6801 Airport Blvd

Mobile,AL36608
63-0934712
Supporting Organization AL Section 501(C)(3) Schedule A, Line 11c Ascension Health
 
Yes
 
(18) Providence Building Corporation

6801 Airport Blvd

Mobile,AL36608
63-0914564
Supporting Organization AL Section 501(C)(2) N/A Seton Health Corporation Of South AL
 
Yes
 
(19) Providence Foundation

6801 Airport Blvd

Mobile,AL36608
63-0915493
Supporting Organization AL Section 501(C)(3) Schedule A, Line 11c Seton Health Corporation Of South AL
 
Yes
 
(20) Providence Healthcare Services

6801 Airport Blvd

Mobile,AL36608
63-0937705
Supporting Organization AL Section 501(C)(3) Schedule A, Line 11c Seton Health Corporation Of South AL
 
Yes
 
(21) Seton Medical Management

6801 Airport Blvd

Mobile,AL36608
63-0937704
Supporting Organization AL Section 501(C)(3) Schedule A, Line 11b Seton Health Corporation Of South AL
 
Yes
 
(22) Daughters Of Charity Services Of Arkansas

PO Box

Dumas,AR71639
62-1712703
Healthcare AR Section 501(C)(3) Schedule A, Line 9 Ascension Health
 
Yes
 
(23) Carondelet Health Network

2202 N Forbes Blvd

Tucson,AZ85745
86-0455920
Hospital AZ Section 501(C)(3) Schedule A, Line 3 Ascension Health
 
Yes
 
(24) Holy Cross Hospital Inc

2202 N Forbes Blvd

Tucson,AZ85745
86-0575938
Hospital AZ Section 501(C)(3) Schedule A, Line 3 Carondelet Health Network
 
Yes
 
(25) Southwest Catholic Health Network (dba Mercy Care Plan)

2202 N Forbes Blvd

Tucson,AZ85745
86-0527381
Health Care AZ Section 501(C)(3) Schedule A, Line 11a Carondelet Health Network
 
Yes
 
(26) Carondelet Heart and Vascular Institute

4888 N Stone Ave

Tucson,AZ85704
56-1943271
Hospital AZ Section 501(C)(3) Schedule A, Line 3 Carondelet Health Network
 
Yes
 
(27) Chalon Living Inc

8553 E San Alberto Dr

Scottsdale,AZ85258
86-0805615
Elderly/Disabled Housing AZ Section 501(C)(3) Schedule A, Line 7 Holy Cross Hospital
 
Yes
 
(28) Carondelet Foundation Inc

2202 N Forbes Blvd

Tucson,AZ85745
86-0749574
Fundraising AZ Section 501(C)(3) Schedule A, Line 11a Carondelet Health Network
 
Yes
 
(29) St Vincent's Health Services Corporation

2800 Main Street

Bridgeport,CT06606
22-2558134
System Parent CT Section 501(C)(3) Schedule A, Line 11a Ascension Health
 
 
No
(30) St Vincent's Medical Center

2800 Main Street

Bridgeport,CT06606
06-0646886
Hospital CT Section 501(C)(3) Schedule A, Line 3 St Vincent's Health Services Corporation
 
Yes
 
(31) St Vincent's Medical Center Foundation Inc

2800 Main Street

Bridgeport,CT06606
22-2558132
Fundraising CT Section 501(C)(3) Schedule A, Line 7 St Vincent's Health Services Corporation
 
Yes
 
(32) St Vincent's Multispecialty Group Inc

2800 Main Street

Bridgeport,CT06606
80-0458769
Physician Practices CT Section 501(c)(3) Schedule A, Line 11a St Vincent's Medical Center
 
Yes
 
(33) Hall-Brooke Behavioral Health Services Inc

47 Long Lots Road

Westport,CT06880
06-0813283
Behavioral Health Services CT Section 501(C)(3) Schedule A, Line 9 St Vincent's Health Services Corporation
 
Yes
 
(34) St Vincent's Development Inc

95 Merritt Boulevard

Trumbull,CT06611
22-2554128
Real Estate Holdings CT Section 501(C)(3) N/A St Vincent's Health Services Corporation
 
Yes
 
(35) St Vincent's College

2800 Main Street

Bridgeport,CT06606
06-1331677
College Of Nursing CT Section 501(C)(3) Schedule A, Line 2 St Vincent's Health Services Corporation
 
Yes
 
(36) St Vincent's Special Needs Center Inc

95 Merritt Boulevard

Trumbull,CT06611
06-0702617
Programs For Handicapped Individuals CT Section 501(C)(3) Schedule A, Line 9 St Vincent's Health Services Corporation
 
Yes
 
(37) Providence Hospital

1150 Varnum Street NE

Washington,DC20017
53-0196636
Hospital DC Section 501(C)(3) Schedule A, Line 3 Ascension Health
 
Yes
 
(38) Providence Health Services Inc

1150 Varnum Street NE

Washington,DC20017
52-1275587
Physician Practices DC Section 501(C)(3) Schedule A, Line 11a Providence Hospital
 
Yes
 
(39) Providence Health Foundation Inc

1150 Varnum Street NE

Washington,DC20017
52-1275583
Fundraising DC Section 501(C)(3) Schedule A, Line 11a Providence Hospital
 
Yes
 
(40) St Vincent's Medical Center Inc

1 Shircliff Way

Jacksonville,FL32204
59-0624449
Hospital FL Section 501(C)(3) Schedule A, Line 3 St Vincent's Health System Inc
 
Yes
 
(41) St Luke's-St Vincent's Healthcare

2565 Park Street

Jacksonville,FL32204
26-0479484
Hospital FL Section 501(C)(3) Schedule A, Line 4 St Vincent's Health System Inc
 
Yes
 
(42) St Vincent's Ambulatory Care Inc

2565 Park Street

Jacksonville,FL32204
59-2292041
Hospital FL Section 501(C)(3) Schedule A, Line 3 St Vincent's Health System Inc
 
Yes
 
(43) St Vincent's Foundation Inc

1 Shircliff Way

Jacksonville,FL32204
59-2219923
Fundraising FL Section 501(C)(3) Schedule A, Line 7 St Vincent's Health System Inc
 
Yes
 
(44) St Catherine's Laboure Manor

2565 Park Street

Jacksonville,FL32204
59-1878316
Nursing Home FL Section 501(C)(3) Schedule A, Line 3 St Vincent's Health System Inc
 
Yes
 
(45) St Vincent's Health System Inc

2565 Park Street

Jacksonville,FL32204
59-3650609
Health System Parent FL Section 501(C)(3) Schedule A, Line 11b St Vincent's Health System Inc
 
Yes
 
(46) Sacred Heart Health System Inc

5151 N 9th Ave

Pensacola,FL32504
59-0634434
Hospital FL Section 501(C)(3) Schedule A, Line 3 Ascension Health
 
Yes
 
(47) Haven Of Our Lady Of Peace

1900 Summit Blvd

Pensacola,FL32503
59-3620346
Nursing Home FL Section 501(C)(3) Schedule A, Line 9 Sacred Heart Health System
 
Yes
 
(48) Sacred Heart Foundation

5151 N 9th Ave

Pensacola,FL32504
59-2436597
Fundraising FL Section 501(C)(3) Schedule A, Line 7 Sacred Heart Health System
 
Yes
 
(49) Sacred Heart Health Ventures

5151 N 9th Ave

Pensacola,FL32504
57-1183283
Investment FL Section 501(C)(3) Schedule A, Line 11a Sacred Heart Health System
 
Yes
 
(50) St Joseph Hospital Augusta

4600 Edmundson Rd

St Louis,MO63134
58-0614997
Medical Service GA Section 501(C)(3) Schedule A, Line 3 Ascension Health
 
Yes
 
(51) St Joseph Foundation Inc

4600 Edmundson Rd

St Louis,MO63134
58-1775301
Fundraising GA Section 501(C)(3) Schedule A, Line 7 St Joseph Hospital
 
Yes
 
(52) St Joseph Regional Medical Center

PO Box 416 415 Sixth Street

Lewiston,ID83501
82-0204264
Hospital ID Section 501(C)(3) Schedule A, Line 3 Ascension Health
 
Yes
 
(53) St Mary's At Home Inc

3700 Washington Avenue

Evansville,IN47750
35-1899560
DME/Home Care IN Section 501(C)(3) Schedule A, Line 11a Seton Health Corporation Of Southern Indiana Inc
 
Yes
 
(54) St Mary's Building Corporation

3700 Washington Avenue

Evansville,IN47750
23-7248362
Real Estate IN Section 501(C)(2) N/A Seton Health Corporation Of Southern Indiana Inc
 
Yes
 
(55) St Mary's Warrick EMS Inc

3700 Washington Avenue

Evansville,IN47750
20-5342518
EMS IN Section 501(C)(4) N/A St Mary's Health System Of America Inc
 
Yes
 
(56) Medical Management Inc

3700 Washington Avenue

Evansville,IN47750
35-1831570
Dormant IN Section 501(C)(3) Schedule A, Line 3 St Mary's Health System Of America Inc
 
Yes
 
(57) St Mary's Health System Of America Inc

3700 Washington Avenue

Evansville,IN47750
35-2057801
Health Ministry Parent IN Section 501(C)(3) Schedule A, Line 11c Ascension Health
 
 
No
(58) Seton Health Corporation Of Southern Indiana Inc

3700 Washington Avenue

Evansville,IN47750
35-1679526
Investment IN Section 501(C)(3) Schedule A, Line 3 St Mary's Health System Of America Inc
 
Yes
 
(59) St Mary's Home Health Care Services Inc

3700 Washington Avenue

Evansville,IN47750
35-1899562
Dormant IN Section 501(C)(3) Schedule A, Line 11a Seton Health Corporation Of Southern Indiana Inc
 
Yes
 
(60) St Mary's Medical Center Foundation Inc

3700 Washington Avenue

Evansville,IN47750
23-7045370
Fundraising IN Section 501(C)(3) Schedule A, Line 11a St Mary's Medical Center Of Evansville Inc
 
Yes
 
(61) St Mary's Medical Center Of Evansville Inc

3700 Washington Avenue

Evansville,IN47750
35-0869065
Hospital IN Section 501(C)(3) Schedule A, Line 3 St Mary's Health System Of America Inc
 
Yes
 
(62) St Mary's Ohio Valley HeartCare LLC

901 St Marys Drive

Evansville,IN47714
27-3474697
Cardiologist Services IN Section 501(c)(3) Schedule A, Line 11a St Mary's Medical Center Of Evansville Inc
 
Yes
 
(63) St Mary's Warrick Hospital Foundation Inc

1116 Millis Avenue

Boonville,IN47601
35-1961890
Fundraising IN Section 501(C)(3) Schedule A, Line 11a St Mary's Warrick Hospital Inc
 
Yes
 
(64) St Mary's Warrick Hospital Inc

1116 Millis Avenue

Boonville,IN47601
35-1343019
Hospital IN Section 501(C)(3) Schedule A, Line 3 St Mary's Health System Of America Inc
 
Yes
 
(65) Central Indiana Health System Cardiac Services Inc

2001 W 86th Street

Indianapolis,IN46260
35-1869951
Freestanding Outpatient Center IN Section 501(C)(3) Schedule A, Line 11c St Vincent Hospital & Health Care Center Inc
 
Yes
 
(66) Jubilee Partnerships Inc

2301 N Park Avenue

Indianapolis,IN46205
35-2060765
Outreach Activities IN Section 501(C)(3) Schedule A, Line 1 St Joseph Hospital & Health Center Inc
 
Yes
 
(67) Rehabilitation Hospital Of Indiana Inc

4141 Shore Drive

Indianapolis,IN46254
35-1786005
Rehabilitation Hospital IN Section 501(C)(3) Schedule A, Line 3 St Vincent Health Inc
 
Yes
 
(68) StVincent Medical Group Inc

8425 Harcourt Road

Indianapolis,IN46260
27-2039417
Physician professional services IN Section 501(C)(3) Schedule A, Line 3 StVincent Health Inc
 
Yes
 
(69) St Johns Foundation Inc

2015 Jackson Street

Anderson,IN46016
35-2053693
Supporting Organization IN Section 501(C)(3) Schedule A, Line 11a St Vincent Madison County Health System Inc
 
Yes
 
(70) St Joseph Hospital & Health Center Inc

1907 W Sycamore Street

Kokomo,IN46901
35-0992717
Hospital IN Section 501(C)(3) Schedule A, Line 3 St Vincent Health Inc
 
Yes
 
(71) St Joseph Foundation Of Kokomo Indiana Inc

1907 W Sycamore Street

Kokomo,IN46901
23-7313206
Supporting Organization IN Section 501(C)(3) Schedule A, Line 11a St Joseph Hospital & Health Center Inc
 
Yes
 
(72) St Vincent Carmel Hospital Inc

13500 N Meridian Street

Carmel,IN46032
74-3107055
Hospital IN Section 501(C)(3) Schedule A, Line 3 St Vincent Health Inc
 
Yes
 
(73) St Vincent Clay Hospital Inc

1206 E National Avenue

Brazil,IN47834
35-2112529
Critical Access Hospital IN Section 501(C)(3) Schedule A, Line 3 St Vincent Health Inc
 
Yes
 
(74) St Vincent Dunn Hospital Inc

1600 23rd Street

Bedford,IN47421
27-2192831
Critical access hospital IN Section 501(C)(3) Schedule A, Line 3 St Vincent Health Inc
 
Yes
 
(75) St Vincent Frankfort Hospital Inc

1300 S Jackson

Frankfort,IN46041
35-2099320
Critical Access Hospital IN Section 501(C)(3) Schedule A, Line 3 St Vincent Health Inc
 
Yes
 
(76) St Vincent Frankfort Hospital Foundation Inc

1300 S Jackson

Frankfort,IN46041
35-1531734
Supporting Organization IN Section 501(C)(3) Schedule A, Line 11a St Vincent Frankfort Hospital Inc
 
Yes
 
(77) St Vincent Health Inc

8425 Harcourt Road

Indianapolis,IN46260
35-2052591
Parent Company IN Section 501(C)(3) Schedule A, Line 11c Ascension Health
 
 
No
(78) St Vincent Hospital And Health Care Center Inc

2001 W 86th Street

Indianapolis,IN46260
35-0869066
Hospital IN Section 501(C)(3) Schedule A, Line 3 St Vincent Health Inc
 
Yes
 
(79) St Vincent Hospital Foundation Inc

10330 N Meridian Street Ste 430n

Indianapolis,IN46290
35-6088862
Supporting Organization IN Section 501(C)(3) Schedule A, Line 11a St Vincent Hospital & Health Care Center Inc
 
Yes
 
(80) St Vincent Jennings Hospital Inc

301 Henry Street

North Vernon,IN47265
35-1841606
Critical Access Hospital IN Section 501(C)(3) Schedule A, Line 3 St Vincent Health Inc
 
Yes
 
(81) St Vincent Madison County Health System Inc

1331 South A Street

Elwood,IN46036
35-0876389
Hospital IN Section 501(C)(3) Schedule A, Line 3 St Vincent Health Inc
 
Yes
 
(82) St Vincent Mercy Hospital Foundation Inc

1331 South A Street

Elwood,IN46036
31-1066871
Supporting Organization IN Section 501(C)(3) Schedule A, Line 11a St Vincent Madison County Health System Inc
 
Yes
 
(83) St Vincent New Hope Inc

8450 N Payne Road

Indianapolis,IN46260
35-1733591
Intermediate Care Facility IN Section 501(C)(3) Schedule A, Line 9 St Vincent Health Inc
 
Yes
 
(84) St Vincent Pediatric Rehab Center Inc

1707 W 86th Street

Indianapolis,IN46260
35-2048898
Specialty Hospital IN Section 501(C)(3) Schedule A, Line 3 St Joseph Hospital & Health Center Inc
 
Yes
 
(85) St Vincent Randolph Hospital Inc

473 Greenville Avenue

Winchester,IN47394
35-2103153
Supporting Organization IN Section 501(C)(3) Schedule A, Line 3 St Vincent Health Inc
 
Yes
 
(86) St Vincent Randolph Hospital Foundation Inc

473 Greenville Avenue

Winchester,IN47394
35-2133006
Supporting Organization IN Section 501(C)(3) Schedule A, Line 11a St Vincent Randolph Hospital Inc
 
Yes
 
(87) St Vincent Salem Hospital Inc

911 N Shelby Street

Salem,IN47167
27-0847538
Critical Access Hospital IN Section 501(C)(3) Schedule A, Line 3 St Vincent Health Inc
 
Yes
 
(88) St Vincent Seton Specialty Hospital Inc

8050 Township Line Road

Indianapolis,IN46260
35-1712001
Long Term Care Hospital IN Section 501(C)(3) Schedule A, Line 3 St Vincent Health Inc
 
Yes
 
(89) St Vincent Williamsport Hospital Inc

412 N Monroe Street

Williamsport,IN47993
35-0784551
Critical Access Hospital IN Section 501(C)(3) Schedule A, Line 3 St Vincent Health Inc
 
Yes
 
(90) St Vincent Williamsport Hospital Foundation Inc

412 N Monroe Street

Williamsport,IN47993
74-3130159
Fundraising IN Section 501(C)(3) Schedule A, Line 11a St Vincent Williamsport Hospital Inc
 
Yes
 
(91) SVSM Inc

2001 W 86th Street

Indianapolis,IN46260
81-0607827
Holding Company IN Section 501(C)(3) Schedule A, Line 11a St Vincent Health Inc
 
Yes
 
(92) Daughters Of Charity Services Of New Orleans

4162 Canal Street

New Orleans,LA70119
72-1332678
Hospital LA Section 501(C)(3) Schedule A, Line 3 Ascension Health
 
Yes
 
(93) Daughters of Charity of New Orleans Foundation

4164 Canal Street

New Orleans,LA70119
72-1658000
Provide Support to the Daughters of Charity Services of New Orleans LA Section 501(c)(3) Schedule A, Line 9 Daughters of Charity of New Orleans
 
Yes
 
(94) St Catherine Nursing Center

331 South Seton Avenue

Emmitsburg,MD21727
52-1835288
Fundraising MD Section 501(C)(3) Schedule A, Line 9 Ascension Health
 
Yes
 
(95) St Agnes Healthcare Inc

900 Caton Avenue

Baltimore,MD21229
52-0591657
Hospital MD Section 501(C)(3) Schedule A, Line 3 Ascension Health
 
Yes
 
(96) Caton Health Corporation

900 Caton Avenue

Baltimore,MD21229
03-0384382
Provide Health Related Programs To The Community MD Section 501(C)(4) N/A St Agnes Healthcare Inc
 
Yes
 
(97) Caton Health Corporation-Pac

900 Caton Avenue

Baltimore,MD21229
90-0108494
Provide Government Support For Hospital Activities & Programs MD Section 527 N/A St Agnes Healthcare Inc
 
Yes
 
(98) St Agnes Foundation

900 Caton Avenue

Baltimore,MD21229
52-1415083
Fundraising MD Section 501(C)(3) Schedule A, Line 11a St Agnes Healthcare Inc
 
Yes
 
(99) Seton Medical Group

900 Caton Avenue

Baltimore,MD21229
39-2064992
Healthcare MD Form 1023 Pending Ir Schedule A, Line 3 St Agnes Healthcare Inc
 
Yes
 
(100) St Agnes Auxiliary

900 Caton Avenue

Baltimore,MD21229
52-0643673
Fundraising MD Section 501(C)(3) Schedule A, Line 9 St Agnes Healthcare Inc
 
Yes
 
(101) Genesys Health System

One Genesys Parkway

Grand Blanc,MI484398065
38-3339703
Health System Parent MI Section 501(C)(3) Schedule A, Line 11c Ascension Health
 
 
No
(102) Genesys Ambulatory Health Services

5445 Ali Drive Dept 200

Grand Blanc,MI48439
38-2371754
Occur Hlthstaffing/Prop Mgmnt MI Section 501(C)(3) Schedule A, Line 11b Genesys Health System
 
Yes
 
(103) Genesys Convalescent Center

One Genesys Parkway

Grand Blanc,MI484398065
38-2317364
Convalescent Center MI Section 501(C)(3) Schedule A, Line 3 Genesys Health System
 
Yes
 
(104) Genesys Health Foundation

One Genesys Parkway

Grand Blanc,MI484398065
38-3591148
Fundraising MI Section 501(C)(3) Schedule A, Line 11a Genesys Health System
 
Yes
 
(105) Genesys Home Health & Hospice

5445 Ali Drive Dept 200

Grand Blanc,MI48439
38-2177968
Home Health/Hospice MI Section 501(C)(3) Schedule A, Line 11a Genesys Ambulatory Health Services
 
Yes
 
(106) Genesys Regional Medical Center

One Genesys Parkway

Grand Blanc,MI484398065
38-2377821
Hospital MI Section 501(C)(3) Schedule A, Line 3 Genesys Health System
 
Yes
 
(107) Genesys Volunteers

One Genesys Parkway

Grand Blanc,MI484398065
38-1472646
Germ Support MI Section 501(C)(3) Schedule A, Line 11d Genesys Health System
 
Yes
 
(108) Health Source Group

5445 Ali Drive Dept 200

Grand Blanc,MI48439
38-2427678
Program Related Investments MI Section 501(C)(3) Schedule A, Line 11b Genesys Health System
 
Yes
 
(109) Center For Gerontology

3919 Beecher Road

Flint,MI485323699
38-2514708
Adult Day Care MI Section 501(C)(3) Schedule A, Line 11b Genesys Health System
 
Yes
 
(110) St John Health

28000 Dequindre

Warren,MI48092
38-2244034
Health Care MI Section 501(C)(3) Schedule A, Line 3 Ascension Health
 
Yes
 
(111) St John Senior Community Center

18300 E Warren

Detroit,MI48224
38-2631907
Health Care MI Section 501(C)(3) Schedule A, Line 9 St John Health
 
Yes
 
(112) St John Hospital & Medical Center

28000 Dequindre

Warren,MI48092
38-1359063
Hospital MI Section 501(C)(3) Schedule A, Line 3 St John Health
 
Yes
 
(113) St John Macomb-Oakland Hospital

28000 Dequindre

Warren,MI48092
38-3322109
Hospital MI Section 501(C)(3) Schedule A, Line 3 St John Health
 
Yes
 
(114) Fr Murray Nursing Center

8444 Engleman

Center Line,MI48015
38-2601348
Health Care MI Section 501(C)(3) Schedule A, Line 9 St John Health
 
Yes
 
(115) St John River District Hospital

4100 River Road

East China,MI480542909
38-3160564
Hospital MI Section 501(C)(3) Schedule A, Line 3 St John Health
 
Yes
 
(116) Medical Resources Group

43800 Garfield Road Suite 201

Clinton Township,MI48038
38-3494637
Health Care MI Section 501(C)(3) Schedule A, Line 9 St John Health
 
Yes
 
(117) St John Health System Comm Inv Corp

22101 Moross

Detroit,MI48236
38-2262856
Health Care MI Section 501(C)(3) Schedule A, Line 3 St John Health
 
Yes
 
(118) Eastwood Community Clinics

28000 Dequindre

Warren,MI48092
38-1958763
Health Care MI Section 501(C)(3) Schedule A, Line 9 St John Health
 
Yes
 
(119) St John Home Care Services

37650 Garfield Road

Clinton Township,MI480362055
38-3408684
Health Care MI Section 501(C)(3) Schedule A, Line 7 St John Health
 
Yes
 
(120) Macomb Hospital Center Auxiliary

11800 E Twelve Mile

Warren,MI48093
38-6091287
Fundraising MI Section 501(C)(3) Schedule A, Line 11c St John Macomb - Oakland Hospital Corp
 
Yes
 
(121) Macomb Hospital Foundation

1471 E Twelve Mile

Madison Heights,MI43800
20-2962353
Fundraising MI Section 501(C)(3) Schedule A, Line 7 St John Health
 
Yes
 
(122) Our Lady of Providence League

28000 Dequindre

Warren,MI48092
38-6108200
Fundraising MI Section 501(C)(3) Schedule A, Line 11c Providence Hospital
 
Yes
 
(123) Fontbonne Auxiliary of St John Hospital

28000 Dequindre

Warren,MI48092
38-6082173
Fundraising MI Section 501(C)(3) Schedule A, Line 11c St John Health
 
Yes
 
(124) St John Hospital Guild

28000 Dequindre

Warren,MI48092
38-6091110
Fundraising MI Section 501(C)(3) Schedule A, Line 7 St John Hospital and Medical Center
 
Yes
 
(125) Providence Hospital

16001 West Nine Mile

Southfield,MI48307
38-1358212
Hospital MI Section 501(C)(3) Schedule A, Line 3 St John Health
 
Yes
 
(126) Providence Health Foundation

1471 E Twelve Mile

Madison Heights,MI48071
38-3526629
Fundraising MI Section 501(C)(3) Schedule A, Line 11 St John Health
 
Yes
 
(127) Seton Health Corp Of SE MI

16001 West Nine Mile

Southfield,MI48037
38-2820107
Health Care MI Section 501(C)(3) Schedule A, Line 11 St John Health
 
Yes
 
(128) St John Hospital Foundation

1471 E Twelve Mile

Madison Heights,MI48071
20-2961579
Fundraising MI Section 501(C)(3) Schedule A, Line 7 St John Health
 
Yes
 
(129) Brighton Hospital

12851 Grand River

Brighton,MI48116
38-1576680
Hospital MI Section 501(C)(3) Schedule A, Line 3 St John Health
 
Yes
 
(130) Brighton National Addiction Foundation

12851 Grand River

Brighton,MI48116
26-0694680
Fundraising MI Section 501(C)(3) Schedule A, Line 7 Brighton Hospital
 
Yes
 
(131) Borgess Health Alliance Inc

1521 Gull Road

Kalamazoo,MI49048
38-2335286
Health System Parent MI Section 501(C)(3) Schedule A, Line 11c Ascension Health
 
 
No
(132) Borgess Medical Center

1521 Gull Road

Kalamazoo,MI49048
38-1360526
Healthcare Services MI Section 501(C)(3) Schedule A, Line 3 Borgess Health Alliance Inc
 
Yes
 
(133) Borgess Ambulatory Care Corporation

1521 Gull Road

Kalamazoo,MI49048
38-2468823
Holding Company MI Section 501(C)(3) Schedule A, Line 3 Borgess Health Alliance Inc
 
Yes
 
(134) Borgess Foundation

1521 Gull Road

Kalamazoo,MI49048
23-7222558
Fundraising MI Section 501(C)(3) Schedule A, Line 11c Borgess Health Alliance Inc
 
Yes
 
(135) Borgess Nursing Home

537 Chicago Avenue

Kalamazoo,MI49048
38-2555589
Residential Care MI Section 501(C)(3) Schedule A, Line 3 Borgess Health Alliance Inc
 
Yes
 
(136) Lee Memorial Hospital Corporation

420 W High Street

Dowagiac,MI49047
38-1490190
Healthcare Services MI Section 501(C)(3) Schedule A, Line 3 Borgess Health Alliance Inc
 
Yes
 
(137) Lee Memorial Foundation

420 W High Street

Dowagiac,MI49047
38-2860459
Fundraising MI Section 501(C)(3) Schedule A, Line 11c Borgess Health Alliance Inc
 
Yes
 
(138) Promed Healthcare

1521 Gull Road

Kalamazoo,MI49048
38-3193801
Healthcare Services MI Section 501(C)(3) Schedule A, Line 9 Borgess Health Alliance Inc
 
Yes
 
(139) Visiting Nurse & Hospice Services Of SW MI

348 North Burdick

Kalamazoo,MI49007
38-1359216
Home Nursing And Rehabilitation Services MI Section 501(C)(3) Schedule A, Line 9 Borgess Health Alliance Inc
 
Yes
 
(140) Visiting Nurses Home Care dba Borgess VNA Home Care

348 North Burdick

Kalamazoo,MI49007
38-2717691
Home Healthcare Services MI Section 501(C)(3) Schedule A, Line 9 Borgess Health Alliance Inc
 
Yes
 
(141) Emergency Medical Services of Saginaw Inc

800 S Washington

Saginaw,MI48601
38-2497240
Medical Transport MI Section 501(C)(3) Schedule A, Line 9 Seton Health Corporation Of East Central Michigan
 
Yes
 
(142) St Mary's Health

800 S Washington

Saginaw,MI48601
38-3477071
Local Health System Parent MI Section 501(C)(3) Schedule A, Line 11 Ascension Health
 
 
No
(143) St Mary's Of Michigan Medical Center

800 S Washington

Saginaw,MI48601
38-0997730
Hospital MI Section 501(C)(3) Schedule A, Line 3 St Mary's Health
 
Yes
 
(144) Seton Health Corporation of East Central Michigan

800 S Washington

Saginaw,MI48601
38-2698629
Supporting Organization MI Section 501(C)(3) Schedule A, Line 11 St Mary's Health
 
Yes
 
(145) St Mary's Hospital Foundation

800 S Washington

Saginaw,MI48601
38-2246366
Fundraising MI Section 501(C)(3) Schedule A, Line 11c Seton Health Corporation Of East Central Michigan
 
Yes
 
(146) Field Neurosciences Institute

800 S Washington

Saginaw,MI48601
38-2790703
Medical Research Organization MI Section 501(C)(3) Schedule A, Line 9 Seton Health Corporation Of East Central Michigan
 
Yes
 
(147) Field Neurosciences Institute Foundation

800 S Washington

Saginaw,MI48601
38-3638165
Fundraising MI Section 501(C)(3) Schedule A, Line 11 Seton Health Corporation Of East Central Michigan
 
Yes
 
(148) Standish Community Hospital

805 Cedar Street

Standish,MI48658
38-1671120
Hospital MI Section 501(C)(3) Schedule A, Line 3 St Mary's Health
 
Yes
 
(149) St Joseph Health System

200 Hemlock Road

Tawas City,MI48763
38-1443395
Hospital MI Section 501(C)(3) Schedule A, Line 3 Ascension Health
 
Yes
 
(150) St Joseph Health System Foundation

201 Hemlock Road

Tawas City,MI48763
01-0790428
Fundraising MI Section 501(C)(3) Schedule A, Line 11a St Joseph Health System
 
Yes
 
(151) SJHS Volunteers

200 Hemlock Rd

Tawas City,MI48763
38-1443395
Volunteers MI Section 501(c)(3) Schedule A, Line 11a N/A
Yes
 
(152) Carondelet Health Corp & Affiliates Employee Health & Dental Care

1000 Carondelet Drive

Kansas City,MO641144673
43-1116849
Veba MO Section 501(C)(9) N/A Carondelet Health
 
Yes
 
(153) Carondelet Home Care Services

11050 Roe Suite 120

Overland Park,KS66211
43-1379352
Home Health Care Services MO Section 501(C)(3) Schedule A, Line 3 Carondelet Health
 
Yes
 
(154) Carondelet Long-Term Care Facilities Inc

1000 Carondelet Drive

Kansas City,MO641144673
74-2505427
Long Term Care MO Section 501(C)(3) Schedule A, Line 9 Carondelet Health
 
Yes
 
(155) St Joseph Medical Center

1000 Carondelet Drive

Kansas City,MO641144673
44-0546292
Health Care MO Section 501(C)(3) Schedule A, Line 3 Carondelet Health
 
Yes
 
(156) St Joseph Medical Center Foundation

1000 Carondelet Drive

Kansas City,MO641144673
43-1388461
Fundraising MO Section 501(C)(3) Schedule A, Line 11c Carondelet Health
 
Yes
 
(157) St Mary's Medical Center

201 West RD Mize Rd

Blue Springs,MO64014
43-1284526
Health Care MO Section 501(C)(3) Schedule A, Line 3 Carondelet Health
 
Yes
 
(158) St Mary's Medical Center Foundation

1000 Carondelet Drive

Kansas City,MO641144673
43-1918107
Fundraising MO Section 501(C)(3) Schedule A, Line 11c Carondelet Health
 
Yes
 
(159) Carondelet Health

1000 Carondelet Drive

Kansas City,MO641144673
43-1276738
System Parent MO Section 501(C)(3) Schedule A, Line 11c Ascension Health
 
 
No
(160) Seton Center Inc

2816 East 23rd Street

Kansas City,MO64127
43-0926003
Fundraising MO Section 501(c)(3) Schedule A, Line 7 Ascension Health
 
Yes
 
(161) Seton Health System Inc

1300 Massachusetts Ave

Troy,NY12180
14-1776186
Hospital NY Section 501(C)(3) Schedule A, Line 3 Ascension Health
 
Yes
 
(162) Seton Auxiliary Inc

1300 Massachusetts Ave

Troy,NY12180
14-1505031
Supporting Organization NY Section 501(C)(3) Schedule A, Line 9 Seton Health System Inc
 
Yes
 
(163) Seton Health At Schuyler Ridge Residential Healthcare

1 Abele Blvd

Clifton Park,NY12065
14-1756230
Skilled Nursing Facility NY Section 501(C)(3) Schedule A, Line 9 Seton Health System Inc
 
Yes
 
(164) Seton Health Foundation Inc

1300 Massachusetts Ave

Troy,NY12180
22-2345416
Supporting Organization NY Section 501(C)(3) Schedule A, Line 11a Seton Health System Inc
 
Yes
 
(165) Seton Licensed Home Care Inc

1300 Massachusetts Ave

Troy,NY12180
14-1809134
Licensed Home Health Agency NY Section 501(C)(3) Schedule A, Line 3 Seton Health System Inc
 
Yes
 
(166) St Mary's Woodland Village Inc

1300 Massachusetts Ave

Troy,NY12180
14-1675183
Discontinued Operations NY Section 501(C)(3) Schedule A, Line 9 Seton Health System Inc
 
Yes
 
(167) Vincentian Health Services Inc

1300 Massachusetts Ave

Troy,NY12180
14-1685163
Discontinued Operations NY Section 501(C)(3) Schedule A, Line 11a Seton Health System Inc
 
Yes
 
(168) Our Lady Of Lourdes Memorial Hospital Inc

169 Riverside Drive

Binghamton,NY13905
15-0532221
Hospital NY Section 501(C)(3) Schedule A, Line 3 Ascension Health
 
Yes
 
(169) Lourdes Realty Corporation

169 Riverside Drive

Binghamton,NY13905
22-2873637
Rental Of Health Care Facilities NY Section 501(C)(2) N/A Our Lady Of Lourdes Memorial Hospital Inc
 
Yes
 
(170) Medical Services Enhancement Inc

Guy Park Avenue

Amsterdam,NY12010
14-1776546
Rental Of Medical And Professional Office Space NY Section 501(C)(25) N/A St Mary's Hospital At Amsterdam
 
Yes
 
(171) St Mary's Healthcare

427 Guy Park Avenue

Amsterdam,NY12010
14-1347719
Hospital NY Section 501(c)(3) Schedule A, Line 3 Ascension Health
 
Yes
 
(172) The Foundation Of St Mary's Hospital At Amsterdam

427 Guy Park Avenue

Amsterdam,NY12010
13-3254655
Supporting Organization NY Section 501(C)(3) Schedule A, Line 11c N/A
Yes
 
(173) Mount St Mary's Hospital Of Niagara Falls

5310 Military Rd

Lewiston,NY140921997
16-1523353
Hospital NY Section 501(C)(3) Schedule A, Line 3 Ascension Health
 
Yes
 
(174) Our Lady Of Peace Inc

5285 Lewiston Rd

Lewiston,NY140921997
16-1608735
Nursing Home NY Section 501(C)(3) Schedule A, Line 3 Mount St Mary's Hospital
 
Yes
 
(175) Mount St Mary's Hospital Child Care Center

5310 Military Rd

Lewiston,NY140921997
16-1523352
Child Care Center NY Section 501(C)(3) Schedule A, Line 9 Mount St Mary's Hospital
 
Yes
 
(176) Mount St Mary's Hospital Foundation

5300 Military Rd

Lewiston,NY140921997
16-1360884
Fundraising NY Section 501(C)(3) Schedule A, Line 11a Mount St Mary's Hospital
 
Yes
 
(177) St Joseph Regional Medical Center Foundation Inc

415 Sixth Street

Lewiston,ID83501
51-0168321
Fundraising ID Section 501(c)(3) Schedule A, Line 11a St Joseph Regional Medical Center
 
Yes
 
(178) Saint Thomas Health

4220 Harding Road

Nashville,TN37205
58-1716804
Health System Parent TN Section 501(C)(3) Schedule A, Line 11c Ascension Health
 
 
No
(179) Baptist Health Care Affiliates Inc

2000 Church Street

Nashville,TN37236
58-1509251
Community Health Promotion TN Section 501(C)(3) Schedule A, Line 11a Seton Corporation
 
Yes
 
(180) Baptist Healthcare Group

2000 Church Street

Nashville,TN37236
62-1529858
Healthcare Provider TN Section 501(C)(3) Schedule A, Line 3 Seton Corporation
 
Yes
 
(181) Baptist Saint Thomas Home Care

2000 Church Street

Nashville,TN37236
51-0172298
Home Health Care TN Section 501(C)(3) Schedule A, Line 9 Seton Corporation
 
Yes
 
(182) Baptist Hospital Foundation of Nashville Inc

2000 Church Street

Nashville,TN37236
58-1861378
Inactive TN Section 501(c)(3) Schedule A, Line 11a Seton Corporation
 
Yes
 
(183) Hickman Community Health Care Services Inc

135 East Swann

Centerville,TN37033
58-1737573
Hospital TN Section 501(C)(3) Schedule A, Line 3 Baptist Health Care Affiliates Inc
 
Yes
 
(184) Hickman Community Home Care Inc

135 East Swan St

Centerville,TN37033
62-1836937
Home Health Care TN Section 501(C)(3) Schedule A, Line 9 Hickman Community Health Care Services Inc
 
Yes
 
(185) Middle Tennessee Medical Center Development Foundation

400 N Highland Avenue

Murfreesboro,TN37219
62-1167917
Fundraising TN Section 501(C)(3) Schedule A, Line 11a Middle Tennessee Medical Center Inc
 
Yes
 
(186) Middle Tennessee Medical Center Inc

400 N Highland Avenue

Murfreesboro,TN37219
62-0475842
Hospital TN Section 501(C)(3) Schedule A, Line 3 St Thomas Health Services
 
Yes
 
(187) Saint Thomas Health Services Fund fka St Thomas Foundation

4220 Harding Road

Nashville,TN37205
58-1663055
Fundraising TN Section 501(C)(3) Schedule A, Line 7 Saint Thomas Network
 
Yes
 
(188) Saint Thomas Network

4220 Harding Road

Nashville,TN37205
62-1284994
Health Investment Entity TN Section 501(C)(3) Schedule A, Line 9 St Thomas Health Services
 
Yes
 
(189) Seton Corporation

4220 Harding Road

Nashville,TN37205
62-1869474
Acute Care Hospital TN Section 501(C)(3) Schedule A, Line 3 St Thomas Health Services
 
Yes
 
(190) St Thomas Hospital

4220 Harding Road

Nashville,TN37205
62-0347580
Hospital TN Section 501(C)(3) Schedule A, Line 3 St Thomas Health Services
 
Yes
 
(191) Seton Healthcare

1345 Philomena Street

Austin,TX78723
74-1109643
Hospital TX Section 501(C)(3) Schedule A, Line 3 Ascension Health
 
Yes
 
(192) Twenty-Six Doors

1345 Philomena Street

Austin,TX78723
74-2855201
To Hold Title To Real Property TX Section 501(C)(25) N/A Seton Fund
 
Yes
 
(193) Austin Children's Chest Associates II

1345 Philomena Street

Austin,TX78723
26-0163261
Healthcare TX Section 501(C)(3) Schedule A, Line 3 Seton Healthcare
 
Yes
 
(194) Blue Ladies Minerals Inc

1345 Philomena Street

Austin,TX78723
74-2971975
Real Estate TX Section 501(C)(3) Schedule A, Line 11c Seton Healthcare
 
Yes
 
(195) CMC Foundation Of Central Texas

1345 Philomena Street

Austin,TX78723
20-0468031
Fundraising TX Section 501(C)(3) Schedule A, Line 11a Seton Healthcare
 
Yes
 
(196) Fickett Health Legacy

1345 Philomena Street

Austin,TX78723
27-2843709
To Hold Title To Real Property TX Section 501(C)(25) N/A Twenty-Six Doors Inc
 
Yes
 
(197) Institute Of Reconstructive Plastic Surgery Of Central Texas

1345 Philomena Street

Austin,TX78723
26-2908163
Healthcare TX Section 501(C)(3) Schedule A, Line 3 Seton Healthcare
 
Yes
 
(198) Pediatric Critical Care Associates

1345 Philomena Street

Austin,TX78723
42-1670843
Healthcare TX Section 501(C)(3) Schedule A, Line 3 Seton Healthcare
 
Yes
 
(199) Pediatric Surgical Subspecialists

1345 Philomena Street

Austin,TX78723
20-8957311
Healthcare TX Section 501(C)(3) Schedule A, Line 3 Seton Healthcare
 
Yes
 
(200) Seton Family of Pediatric Surgeons

1345 Philomena Street

Austin,TX78723
27-1311790
Healthcare TX Section 501(C)(3) Schedule A, Line 3 Seton Healthcare
 
Yes
 
(201) Seton Family of Pediatricians

1345 Philomena Street

Austin,TX78723
27-1311909
Healthcare TX Section 501(C)(3) Schedule A, Line 3 Seton Healthcare
 
Yes
 
(202) Seton Fund Of The Daughters Of Charity Of St Vincent de Paul Inc

1345 Philomena Street

Austin,TX78723
74-2212968
Fundraising TX Section 501(C)(3) Schedule A, Line 11a Seton Healthcare
 
Yes
 
(203) Seton Hays Foundation

1345 Philomena Street

Austin,TX78723
26-2842608
Fundraising TX Section 501(C)(3) Schedule A, Line 11a Seton Healthcare
 
Yes
 
(204) Seton Medical Group

1345 Philomena Street

Austin,TX78723
74-2861106
Healthcare TX Section 501(C)(3) Schedule A, Line 3 Seton Healthcare
 
Yes
 
(205) Seton Williamson Foundation

1345 Philomena Street

Austin,TX78723
20-5330986
Fundraising TX Section 501(C)(3) Schedule A, Line 11a Seton Healthcare
 
Yes
 
(206) Specially For Children

1345 Philomena Street

Austin,TX78723
74-2800601
Healthcare TX Section 501(C)(3) Schedule A, Line 3 Seton Healthcare
 
Yes
 
(207) SetonUT Southwestern University Physicians Group

1345 Philomena Street

Austin,TX78723
74-2869762
Healthcare TX Section 501(C)(3) Schedule A, Line 3 Seton Healthcare
 
Yes
 
(208) The Seton Cove Inc

1345 Philomena Street

Austin,TX78723
74-2727509
Spirituality Center TX Section 501(C)(3) Schedule A, Line 11a Seton Healthcare
 
Yes
 
(209) Tri-County Clinical

1345 Philomena Street

Austin,TX78723
26-4562712
Healthcare TX Section 501(C)(3) Schedule A, Line 3 Seton Healthcare
 
Yes
 
(210) Adult Inpatient Medical Services

1345 Philomena Street

Austin,TX78723
45-2498998
Healthcare TX Section 501(C)(3) Schedule A, Line 3 Seton Healthcare
 
Yes
 
(211) Seton ENT

1345 Philomena Street

Austin,TX78723
27-3220659
Healthcare TX Section 501(C)(3) Schedule A, Line 3 Seton Healthcare
 
Yes
 
(212) Childrens Bone Joint & Spine Center

1345 Philomena Street

Austin,TX78723
45-2499113
Healthcare TX Section 501(C)(3) Schedule A, Line 3 Seton Healthcare
 
Yes
 
(213) Healthcare Collaborative

1345 Philomena Street

Austin,TX78723
27-3220767
Healthcare TX Section 501(C)(3) Schedule A, Line 3 Seton Healthcare
 
Yes
 
(214) Tri-County Practice Associates

1345 Philomena Street

Austin,TX78723
26-4562522
Healthcare TX Section 501(C)(3) Schedule A, Line 3 Seton Healthcare
 
Yes
 
(215) Daughters Of Charity Services Of San Antonio

7607 Somerset Road

San Antonio,TX78211
74-6106876
Healthcare TX Section 501(C)(3) Schedule A, Line 11a Ascension Health
 
Yes
 
(216) Providence Health Services Of Waco

6901 Medical Pkwy

Waco,TX76713
74-1109636
Healthcare Services TX Section 501(C)(3) Schedule A, Line 3 Ascension Health
 
Yes
 
(217) Providence Foundation Inc

6901 Medical Pkwy

Waco,TX76713
74-2683112
Supporting Organization TX Section 501(C)(3) Schedule A, Line 11a Providence Healthcare Network
 
Yes
 
(218) Providence Health Alliance

6901 Medical Pkwy

Waco,TX76713
74-2692670
Outpatient Clinics TX Section 501(C)(3) Schedule A, Line 3 Providence Healthcare Network
 
Yes
 
(219) Our Lady Of Lourdes Hospital At Pasco

520 North 4th Avenue

Pasco,WA99301
91-0349750
Hospital WA Section 501(C)(3) Schedule A, Line 3 Ascension Health
 
Yes
 
(220) Lourdes Foundation

520 North 4th Avenue

Pasco,WA99301
91-1528577
Fundraising WA Section 501(C)(3) Schedule A, Line 11a Our Lady Of Lourdes Hospital At Pasco
 
Yes
 
(221) Columbia St Mary's Inc

4425 North Port Washington Road

Milwaukee,WI53212
39-1834639
Health System WI Section 501(C)(3) Schedule A, Line 11 Ascension Health
 
 
No
(222) Columbia College Of Nursing

4425 North Port Washington Road

Milwaukee,WI53212
39-1596986
College Of Nursing WI Section 501(C)(3) Schedule A, Line 2 Columbia St Mary's Hospital Milwaukee Inc
 
Yes
 
(223) Sacred Heart Rehabilitation Institute

4425 North Port Washington Road

Milwaukee,WI53212
39-0902199
Rehab Facility WI Section 501(C)(3) Schedule A, Line 3 Columbia St Mary's Hospital Milwaukee Inc
 
Yes
 
(224) Seton Children's School

4425 North Port Washington Road

Milwaukee,WI53212
39-1391245
School WI Section 501(C)(3) Schedule A, Line 9 Columbia St Mary's Hospital Milwaukee Inc
 
Yes
 
(225) Columbia St Mary's Hospital Milwaukee

4425 North Port Washington Road

Milwaukee,WI53212
39-0806315
Hospital WI Section 501(C)(3) Schedule A, Line 3 Columbia St Mary's Inc
 
Yes
 
(226) St Mary's Hospital Ozaukee

4425 North Port Washington Road

Milwaukee,WI53212
39-0807063
Hospital WI Section 501(C)(3) Schedule A, Line 3 Columbia St Mary's Inc
 
Yes
 
(227) Horizon Home Care & Hospice Inc

8949 N Deerbrook Trl

Milwaukee,WI53223
39-1171298
Home Care/Hospice WI Section 501(C)(3) Schedule A, Line 3 Columbia St Mary's Inc
 
Yes
 
(228) Columbia Health System

4425 North Port Washington Road

Milwaukee,WI53212
39-1494977
Health System WI Section 501(C)(3) Schedule A, Line 11 N/A
Yes
 
(229) Eastwood Community Clinics

28000 Dequindre

Warren,MI48092
38-1958763
Health Care MI Section 501(C)(3) Schedule A, Line 9 St John Health
 
Yes
 
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



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

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




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



(k)
Percentage
ownership


Yes No Yes No
(1) St Vincent Outpatient Surgery Services Loc

810 St Vincents Drive
Birmingham,AL35205
20-0708162
Outpatient Surgery AL N/A
                 
(2) St Vincent's Sleep Disorder Center LLC

810 St Vincents Drive
Birmingham,AL35202
63-1282288
Healthcare AL N/A
                 
(3) Providence Medical Building

1140 Varnum St NE
Washington,DC20017
52-1129539
Rental Property DC N/A
                 
(4) Park Avenue Heart And Vascular Center LLC

2562 Park Street
Jacksonville,FL32204
20-3071260
Cardiovascular Services FL N/A
                 
(5) Interventional Rehabilitation Center LLC

1549 Airport Blvd Ste 420
Pensacola,FL32503
59-3673361
Medical Services FL N/A
                 
(6) Pet LLC

5149 North 9th Ave Suite 124
Pensacola,FL32504
59-3788701
Medical Services FL N/A
                 
(7) Emerald Coast Radiation Oncology Center LLC

7720 Us Highway 98 W
Miramar Beach,FL32550
68-0507481
Medical Services FL N/A
                 
(8) Endoscopy Group LLC

4810 North Davis Hwy
Pensacola,FL32503
59-3519881
Medical Services FL N/A
                 
(9) Gulf Region Radiation Oncology MSO LLC

5147 N 9th Ave
Pensacola,FL32504
26-0623827
Medical Services FL N/A
                 
(10) Ambulatory Care Center LLC

1125 Professional Blvd
Evansville,IN47714
35-2006018
Outpatient Surgery IN N/A
                 
(11) St Mary's Acute Dialysis Services LLC

3700 Washington Ave
Evansville,IN47750
27-1346179
Management IN N/A
                 
(12) Seton Health Services LLC

3700 Washington Ave
Evansville,IN47750
27-0451316
Equipment Rental IN N/A
                 
(13) St Mary's Freestanding Cath Lab LLC

3700 Washington Ave
Evansville,IN47750
32-0086252
Management IN N/A
                 
(14) St Mary's Peripheral Vascular Services Management Company LLC

3700 Washington Ave
Evansville,IN47750
20-5062635
Management IN N/A
                 
(15) Breast MRI Leasing Company LLC

10330 N Meridian St Ste 430n
Indianapolis,IN46290
42-6662493
Sale And Rental Services IN N/A
                 
(16) Care Group Cardiovascular Management LLC

8333 Naab Road Ste 200
Indianapolis,IN46960
22-3937477
Management Of Cardiovascular Service Lines IN N/A
                 
(17) Carmel Ambulatory Surgery Center LLC

13421 Old Meridian St Ste 150
Carmel,IN46032
32-0014795
Ambulatory Surgery Center IN N/A
                 
(18) Chartwell Midwest Indiana LLC

8040 Castleway Drive
Indianapolis,IN46250
35-1985233
Home Care Iv/Infusion Services IN N/A
                 
(19) Cooperative Managed Care Services LLC

6602 E 75th Street Suite 300
Indianapolis,IN46250
35-1999227
Case Management IN N/A
                 
(20) Endoscopy Center LLC

13421 Old Meridian St Ste 150
Carmel,IN46032
32-0029881
Endoscopy Center IN N/A
                 
(21) Fishers Ambulatory Surgery Center LLC

136914 E State Road 238
Fishers,IN46037
26-2001288
Ambulatory Surgery Center IN N/A
                 
(22) Hancock Physician Network LLC

801 N State Street
Greenfield,IN46140
35-2051598
Primary Care Physician Practices IN N/A
                 
(23) HRH SVH Real Estate Development Co LLC

10330 N Meridian St Ste 430N
Indianapolis,IN46290
27-2933470
Real estate holding IN N/A
                 
(24) Lafayette Heart Program Holding LLC

11515 W Dragoon Trail
Mishawaka,IN46544
38-3750811
Cardiac Care Services IN N/A
                 
(25) Meridian Heights Associates LLC

6100 W 96th Street Ste 250
Indianapolis,IN46278
26-4020296
Real Estate Holding IN N/A
                 
(26) Neuro Oncology Equipment LLC

10330 N Meridian St Ste 430n
Indianapolis,IN46290
74-3103803
Sale And Rental Services IN N/A
                 
(27) Northside Cardiac Cath Lab Partnership

2001 W 86th Street
Indianapolis,IN46260
35-1854388
Outpatient Cath Lab IN N/A
                 
(28) Saint John's Ambulatory Surgery Center LLC

2015 Jackson Street
Anderson,IN46016
01-0822977
Surgery Center IN N/A
                 
(29) St Vincent Heart Center Of Indiana LLC

10580 N Meridian Street
Indianapolis,IN46290
36-4492612
Heart Hospital IN N/A
                 
(30) St Vincent Northwest Radiology LLC

5756 W 71st Street
Indianapolis,IN46278
35-2047427
Mir Facilities IN N/A
                 
(31) The Care Labs LLC

2001 W 86th Street
Indianapolis,IN46260
35-1854352
Outpatient Vascular Lab IN N/A
                 
(32) South Kansas City Surgical Center LLC

10730 Nall Ste 100
Overland Park,KS66211
Health Care KS N/A
                 
(33) Advent Partners LP

28000 Dequindre
Warren,MI48092
38-3494197
Investment MI N/A
                 
(34) Open MRI Of Michigan LLC

28000 Dequindre
Warren,MI48092
38-3544539
Diagnostic Services MI N/A
                 
(35) Towne Centre Surgery Center LLC

4599 Towne Centre
Saginaw,MI48604
20-4943843
Outpatient Surgery MI N/A
                 
(36) St Joseph Medical Office Building

4600 Edmundson Rd
St Louis,MO631343806
58-1897718
Medical Service MO N/A
                 
(37) Lourdes Health Support LLC

7246 Janus Park Drive
Liverpool,NY13088
16-1611707
Medical Equipment Provider NY N/A
                 
(38) Baptist Women's Health Center LLC dba The Center For Spinal Surgery

2011 Murphy Avenue
Nashville,TN37203
62-1772195
Owns And Operates Specialty Hospital TN N/A
                 
(39) Middle Tennessee Ambulatory Surgery Center LP

500 N Highland Ave
Murfreesboro,TN37130
Operates Outpatient Surgery Center TN N/A
                 
(40) Middle Tennessee Imaging LLC

400 N Highland Avenue
Murfreesboro,TN37219
01-0570490
Diagnostic Imaging Center TN N/A
                 
(41) Murfreesboro Diagnostic Imaging LLC

400 N Highland Avenue
Murfreesboro,TN37219
20-0291952
Diagnostic Imaging Center TN N/A
                 
(42) Nashville Diagnostic Imaging LLC

30 Burton Hills Blvd Ste 165
Nashville,TN37215
Inactive TN N/A
                 
(43) STHS Sleep Center LLC

618 Church Street Suite 520
Nashville,TN37219
20-3664894
Operates A Sleep Center TN N/A
                 
(44) Orthopedic Hospital of Wisconsin LLC

575 Riverwoods Pkwy
Glendale,WI53212
39-2015655
Health Care WI N/A
                 
(45) Baptist Healthcare LP

2000 Church Street
Nashville,TN37236
62-1624007
Health Care TN N/A
                 
(46) St Thomas Outpatient Neurosurgical Center LLC

2410 Patterson Street Ste 500
Nashville,TN37203
62-1802891
Health Care TN N/A
                 
(47) Saint Thomas Research Institute LLC Cardiology Series

102 Woodmont Blvd
Nashville,TN37205
26-4591782
Health Care TN N/A
                 
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) Eastside Ventures
810 St Vincents Drive
Birmingham,AL35205
63-0846221
Misc Healthcare Services AL N/A
C      
(2) Vincentian Ventures of North Alabama Inc
810 St Vincents Drive
Birmingham,AL35205
63-0965456
Misc Healthcare Services AL N/A
C      
(3) Ascension Ventures Corporation
810 St Vincents Drive
Birmingham,AL35205
63-1217059
Misc Healthcare Services AL N/A
C      
(4) Providence Park
Po Box 850429
Mobile,AL36685
63-0886846
Real Estate AL N/A
C      
(5) Anesthesia Solutions Of Mobile Inc
6701 Airport Blvd Suite D-430b
Mobile,AL36608
82-0547505
Anesthesia Services AL N/A
C      
(6) Gulf Coast Regional Preferred
Po Box 3201
Mobile,AL36652
63-0931788
Professional Assoc AL N/A
C      
(7) Carondelet Medical Group Inc
2202 N Forbes Blvd
Tucson,AZ85745
86-0836126
Physician Group AZ N/A
C      
(8) Carondelet Specialist Group
2202 N Forbes Blvd
Tucson,AZ85745
28-1558773
Physician Group AZ N/A
C      
(9) Vincentures Inc
95 Merritt Boulevard
Trumbull,CT06611
06-1211417
Inactive CT N/A
C      
(10) Pequot Medical Associates
115 Technology Drive
Trumbull,CT06611
06-1498813
Inactive CT N/A
C      
(11) Mission Resources Inc
1150 Varnum St NE
Washington,DC20017
52-1347248
Holding Company DC N/A
C      
(12) Resource Pharmacies Inc
1150 Varnum St NE
Washington,DC20017
52-1410076
Retail Pharmacy DC N/A
C      
(13) Consolidated Pharmacy Services Inc
2565 Park Street
Jacksonville,FL32204
59-3398033
Retail Pharmacy & Patient Transport FL N/A
C      
(14) First Coast Primary Care
2565 Park Street
Jacksonville,FL32204
20-5746243
Primary Care FL N/A
C      
(15) Family Medicine Condominium Association Inc
1 Shircliff Way
Jacksonville,FL32204
Condominium Association FL N/A
C      
(16) St Vincent's Physician Enterprise Inc
2565 Park Street
Jacksonville,FL32204
27-1927603
Primary Care FL N/A
C      
(17) Gulf Coast Diversified Inc
5154 N 9th Ave
Pensacola,FL32507
59-2432798
Investment FL N/A
C      
(18) Travel Services Corporation
4600 Edmundson Rd
St Louis,MO631343806
26-3764978
Travel Services MO N/A
C      
(19) St Joseph Ventures Inc
4600 Edmundson Rd
St Louis,MO631343806
58-1772748
Medical Service GA N/A
C      
(20) St Joseph Health Services
4600 Edmundson Rd
St Louis,MO631343806
58-1772748
Medical Service GA N/A
C      
(21) St Mary's Medical Group Inc
3700 Washington Ave
Evansville,IN47750
35-2076827
Investment IN N/A
C      
(22) Ohio Valley Heart Care Inc
901 St Marys Drive Suite 300
Evansville,IN47714
35-1487233
Cardiology Group IN N/A
C      
(23) Carondelet Management Company Inc
11050 Roe Suite 110
Overland Park,KS66211
43-1352545
Health Management KS N/A
C      
(24) Affiliated Health Svcs Inc
28000 Dequindre
Warren,MI48092
38-2292922
Medical Services MI N/A
C      
(25) Advent Inc
28000 Dequindre
Warren,MI48092
38-2971743
Medical Services MI N/A
C      
(26) Beecher Ballenger Services
One Genesys Parkway
Grand Blanc,MI484398065
38-2497922
Holding Company MI N/A
C      
(27) Genesys Health Enterprises
3909 Beecher Rd
Flint,MI48532
38-2536250
Medical Equipment MI N/A
C      
(28) Genesys Practice Partners
3943 Beecher Rd
Flint,MI48532
03-0516871
Employed Physician Practice MI N/A
C      
(29) Textile Systems Inc
817 Walbridge
Kalamazoo,MI49007
38-2705047
Laundry Services MI N/A
C      
(30) St Joseph Health Enterprises
200 Hemlock Road
Tawas City,MI48763
38-2682747
Other Medic MI N/A
C      
(31) Health Partners Of NE MI
200 Hemlock Road
Tawas City,MI48763
38-3378622
Other Medic MI N/A
C      
(32) Indian Creek Center Inc
1000 Carondelet Drive
Kansas City,MO641144673
48-0956627
Management MO N/A
C      
(33) Carondelet Pharmacy
1000 Carondelet Drive
Kansas City,MO641144673
43-1699329
Pharmacy MO N/A
C      
(34) Carondelet Primary Care Network Inc
1000 Carondelet Drive
Kansas City,MO641144673
43-1596702
Health Care MO N/A
C      
(35) Saint Joseph Ambulatory Surgical Center LLC
1000 Carondelet Drive
Kansas City,MO641144673
25-1905706
Health Care MO N/A
C      
(36) Carondelet Occupational Health Wellness & Educational Serv Inc
1000 Carondelet Drive
Kansas City,MO641144673
86-1144194
Health Care MO N/A
C      
(37) Carondelet Physician Services
1000 Carondelet Drive
Kansas City,MO641144673
56-2661163
Health Care MO N/A
C      
(38) Carondelet Medical Enterprises
1000 Carondelet Drive
Kansas City,MO641144673
56-2661165
Office Admin. Services MO N/A
C      
(39) Carondelet Cardiology Services
1000 Carondelet Drive
Kansas City,MO641144673
27-1322670
Health Care MO N/A
C      
(40) Corbett Corporation
169 Riverside Drive
Binghamton,NY13905
16-1268267
Property Management NY N/A
C      
(41) Mid-State Properties Inc
2000 Church Street
Nashville,TN37236
62-1232018
Pharmacy TN N/A
C      
(42) Sova Inc
102 Woodmont Blvd Suite 700
Nashville,TN37205
26-1319638
Health Services TN N/A
C      
(43) Vincentian Ventures Inc
4220 Harding Road
Nashville,TN37205
62-1331896
Health Services TN N/A
C      
(44) Comp Plus Inc
2000 Church Street
Nashville,TN37236
62-1626010
Healthcare TN N/A
C      
(45) Manaco Management Services Inc
400 North Highland Avenue
Murfreesboro,TN37130
62-1718479
Health Services TN N/A
C      
(46) St Thomas Medical Clinic
4220 Harding Road
Nashville,TN37205
62-1583605
Health Services TN N/A
C      
(47) Baptist Health Care Ventures Inc
2000 Church Street
Nashville,TN37236
62-0469214
Holding Company TN N/A
C      
(48) Middle Tennessee Network Inc
2000 Church Street
Nashville,TN37236
62-1570989
Health Services TN N/A
C      
(49) Health Net Reserve Inc
44 Vantage Way Suite 300
Nashville,TN37202
62-1540604
Health Management TN N/A
C      
(50) Advantage Healthco Inc
1345 Philomena Street
Austin,TX78723
74-2698151
Health Services TX N/A
C      
(51) Advantage Management Services Organization
1345 Philomena Street
Austin,TX78723
74-2677756
Health Services TX N/A
C      
(52) Seton Health Plan Inc
1345 Philomena Street
Austin,TX78723
74-2725348
HMO TX N/A
C      
(53) Seton MSO Inc
1345 Philomena Street
Austin,TX78723
74-2870455
Health Services TX N/A
C      
(54) Seton Physician Hospital Network
1345 Philomena Street
Austin,TX78723
74-2643825
Health Services TX N/A
C      
(55) The Topfer Building Condominium Association
1345 Philomena Street
Austin,TX78723
74-3007869
Commercial Building TX N/A
C      
(56) CSM Strategic Alliance
4425 North Port Washington Rd
Glendale,WI53212
39-1871856
Healthcare WI N/A
C      
(57) Madison Medical Affiliates
4425 North Port Washington Rd
Glendale,WI53212
39-1855720
Healthcare WI N/A
C      
(58) Prospect Medical Commons
4425 North Port Washington Rd
Glendale,WI53212
20-8042108
Condominium Association WI N/A
C      
(59) Sleep Services of Wisconsin
111 E Kilbourn Ave Ste 1300
Milwaukee,WI53202
27-3148310
Sleep Services WI N/A
C      
(60) St Agnes Health Ventures Inc
900 Caton Avenue
Baltimore,MD21229
52-1733632
Holding Company MD N/A
C      
(61) St Vincent's PPO Inc
810 St Vincents Drive
Birmingham,AL35205
63-0918600
Healthcare AL N/A
C      
(62) St John Health Partners
28000 Dequindre
Warren,MI48092
38-3333157
Healthcare MI N/A
C      
(63) Baptist Centracare East Inc
2000 Church Street
Nashville,TN37236
62-1449151
Healthcare TN N/A
C      
(64) Occupational Health Clinic LLC
810 St Vincents Drive
Birmingham,AL35205
63-1129096
Healthcare AL N/A
C      
(65) The Denise Lovegrove Charitable Remainder Unitrust
2800 Main Street
Bridgeport,CT06606
06-6395604
Trust CT N/A
T      
(66) Ascension Health Master Pension Trust
11775 Borman Drive Ste 200
St Louis,MO63146
36-6891022
Trust MO Ascension Health
 
T -1,545,738   100.000 %
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
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
Yes
 
e Loans or loan guarantees by other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
Yes
 
f Sale of assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
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) Catholic Healthcare Investment Management Company

M 51,146 Actual Rent Expense
(2) Catholic Healthcare Investment Management Company

N 1,928,400 Total Salaries & Benefits
(3) Catholic Healthcare Investment Management Company

P 132,545 Total Other Expense
(4) Ascension Health Welfare Benefits Trust

P 1,684,070 Reimbursements for Expenses
(5) Ascension Health Professional and General Liability Self Insurance Trust

P 3,979,152 Actual Cost
(6) Ascension Health Professional and General Liability Self Insurance Trust

R 71,493,000 Market Value
(7) Ascension Health Information Services

P 10,372,167 Actual Amount Transferred
(8) Ascension Health Information Services

N 4,171,637 Actual Amount Transferred
(9) Ascension Health Information Services

K 114,411 Actual Amount Transferred
(10) Ascension Health Information Services

O 14,549,934 Actual Amount Transferred
(11) Ascension Health Information Services

L 7,586,299 Actual Amount Transferred
(12) Ascension Health Information Services

Q 27,000,000 Actual Amount Transferred
(13) Ascension Health Information Services

Q 14,934,047 Actual Amount Transferred
(14) Saint Thomas Health

R 18,505,077 Actual Amount Paid
(15) Saint Thomas Health

Q 3,065,477 Actual Amount Paid
(16) St John Health

N 495,357 Actual Amount Transferred
(17) Seton Healthcare

B 68,421 Actual Amount Transferred
(18) St Vincent's Foundation of Alabama Inc

B 100,000 Journal Entry Transaction
(19) St Vincent's Health System

P 46,724,525 Journal Entry Transaction
(20) St Vincent's Medical Center

P 2,562,946 Actual Amount Paid
(21) Carondelet Health Network

R 7,298,798 Actual Amounts Transferred
(22) Holy Cross Hospital

R 55,745 Actual Amount Transferred
(23) Genesys Ambulatory Health Services

R 235,181 Cost
(24) Genesys Convalescent Center

R 261,065 Cost
(25) Genesys Home Health & Hospice

R 367,480 Cost
(26) Genesys Regional Medical Center

P 21,803,954 Cash Transferred/Paid
(27) Genesys Regional Medical Center

R 22,943,729 Cash Transferred/Paid
(28) Our Lady of Lourdes Hospital at Pasco

P 6,626,995 Fair Market Value
(29) Our Lady of Lourdes Hospital at Pasco

R 1,605,483 Fair Market Value
(30) Our Lady of Lourdes Hospital at Pasco

Q 176,288 Fair Market Value
(31) Our Lady of Lourdes Memorial Hospital Inc

R 4,174,909 Total Amount Paid
(32) Mount St Mary's Hospital of Niagara Falls

R 2,396,965 Cost
(33) Our Lady of Peace Inc

D 1,815,019 Loan Agreement
(34) Our Lady of Peace Inc

R 214,003 Cost
(35) St Mary's Healthcare

R 2,852,048 Fair Market Value
(36) St Mary's Healthcare

E 72,661 Fair Market Value
(37) St Mary's Healthcare

P 8,680,743 Fair Market Value
(38) Providence Hospital

R 4,002,450 Fair Value
(39) St Joseph Health Enterprises

J 167,611 Cash
(40) St Joseph Health System Inc

O 2,665,954 Cash
(41) St Joseph Health Enterprises

P 532,465 Cash
(42) St Joseph Health System Foundation

C 227,840 Cash
(43) St Catherine's Nursing Center

R 943,292 Fair Value
(44) St Joseph Regional Medical Center Inc

R 3,115,333 Cost
(45) Borgess Medical Center

R 5,897,352 Fair Value
(46) St Joseph Hospital & Medical Center Inc

C 4,000,000 Fair Market Value
(47) St Joseph Hospital & Medical Center Inc

P 208,083 Fair Market Value
(48) St Mary's Michigan Medical Center

R 8,850,644 Fair Market Value
(49) Standish Community Hospital

P 1,791,822 Actual amount paid
(50) Providence Health Services of Waco

P 6,517,096 Cost
(51) Seton Center Inc

E 33,475 Fair Market Value
(52) Seton Center Inc

P 15,895 Fair Market Value
(53) Columbia St Mary's Hospital Milwaukee

D 112,258,465 Fair Market Value
(54) Columbia St Mary's Inc

D 164,503,054 Fair Market Value
(55) Columbia St Mary's Inc

R 11,969,480 Fair Market Value
(56) Columbia St Mary's Inc

R 1,669,996 Fair Market Value
(57) Columbia St Mary's Hospital Ozaukee Inc

D 49,304,970 Fair Market Value
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Are all
partners
section
501(c)(3)
organizations?
(e)
Share of
end-of-year
assets
(f)
Disproprtionate allocations?
(g)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065)
(h)
General or
managing
partner?
Yes No Yes No Yes No






























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


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