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 10-01-2010 and ending 09-30-2011
BCheck if applicable:
CName of organization
Palmetto Health
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
293 Greystone Boulevard 2nd Floor
 
Room/suite
City or town, state or country, and ZIP + 4
Columbia, SC29210
D Employer identification number

58-2296052
E Telephone number

G Gross receipts $ 1,290,395,904
F Name and address of principal officer:
Charles D Beaman JR
293 Greystone Boulevard
Columbia,SC29210
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.PALMETTOHEALTH.ORG
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1996
M State of legal domicile: SC
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: Palmetto Health is central South Carolina's largest and most comprehensive not-for-profit health system and is committed to improving the health of individuals and communities we serve.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) .... 3 15
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 10
5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) ... 5 11,144
6 Total number of volunteers (estimate if necessary) .... 6 353
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 10,353,307
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b 310,399
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 11,683,437 10,927,009
9 Program service revenue (Part VIII, line 2g) ......... 1,252,101,150 1,243,073,112
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 30,552,420 30,172,614
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) -1,433,366 -1,053,779
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 1,292,903,641 1,283,118,956
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 9,156,285 4,768,180
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) 566,818,899 560,671,418
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).... 652,420,385 672,828,173
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,228,395,569 1,238,267,771
19 Revenue less expenses. Subtract line 18 from line 12...... 64,508,072 44,851,185
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 1,442,111,218 1,475,374,000
21 Total liabilities (Part X, line 26)............ 772,882,196 811,232,855
22 Net assets or fund balances. Subtract line 21 from line 20 ..... 669,229,022 664,141,145
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid Preparer's Use Only Preparer's
signatureBig Right Arrow 		Date
right pointing bullet image Preparer’s taxpayer identification number
(see instructions)
Firm’s name (or yours
if self-employed),
address, and ZIP + 4Big Right Arrow




 		EIN right pointing bullet image
Phone no. right pointing bullet image
May the IRS discuss this return with the preparer shown above? (see instructions) .........
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2010)
Form 990 (2010)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III . . . . . . . . . .
1
Briefly describe the organization’s mission: PALMETTO HEALTH IS COMMITTED TO IMPROVING THE PHYSICAL, EMOTIONAL AND SPIRITUAL HEALTH OF ALL INDIVIDUALS AND COMMUNITIES WE SERVE; TO PROVIDING CARE WITH EXCELLENCE AND COMPASSION; AND, TO WORKING WITH OTHERS WHO SHARE OUR FUNDAMENTAL COMMITMENT TO IMPROVING THE HUMAN CONDITION.
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 $ 1,112,970,742 including grants of $ 4,768,180 ) (Revenue $ 1,243,073,112 )
Palmetto Health is central South Carolina's largest and most comprehensive not-for-profit health system, committed to being remembered by each patient as providing the care and compassion we want for our families and ourselves. Palmetto Health is a South Carolina nonprofit public benefit corporation recognized as an IRC section 501(c)(3) charity. The Joint Commission-accredited organization's more than 8,500 team members serve our community in four Columbia-based hospitals - Palmetto Health Richland, Palmetto Health Baptist, Palmetto Health Children's Hospital and Palmetto Health Heart Hospital. They also serve in Palmetto Health's employed physician practice network, and alongside more than 1,000 physicians on its medical staffs. Being the largest private employer in the Midlands region and the third largest in South Carolina means Palmetto Health is an important economic development driver for our region, but the organization is proud of being recognized for having the best employees. For the last four years, Modern Healthcare has named Palmetto Health one of the Top 100 Places to Work in Healthcare. The SC Chamber of Commerce has named Palmetto Health one of the top 20 places to work in SC, three years in a row. In 2011, Palmetto Health received the South Carolina Chamber of Commerce's Excellence in Diversity Workplace award in the large employer category. And for the past five years, Palmetto Health has been named one of the top places in the country to work in Information Technology by ComputerWorld magazine. In keeping with Palmetto Health's vision - to be remembered by each patient as providing the care and compassion we want for our families and ourselves - our team members and physicians put our patients and their families at the center of all we do. Palmetto Health provides health care for nearly 70 percent of the residents of Richland County and almost 55 percent of the health care for the combined Richland/Lexington County area. Patients are rendered services without distinction due to race, religion, color, national origin, ancestry, sex, gender, age, veteran's status or disability. Each year, our hospitals treat nearly a half million patients, welcome more than 5,700 babies into the world, admit more than 3,000 cancer patients, treat more than 90,000 pediatric patients, accommodate more than 125,000 emergency department visits, and make more than 32,000 home care visits. The system is closely aligned with the University Of South Carolina School Of Medicine, with Palmetto Health Richland serving as its primary teaching hospital. At Palmetto Health, we proudly offer services available nowhere else in the region. Among these are the largest private behavioral health services offering, a Level I trauma center, two Level III neonatal intensive care units providing the highest level of care for premature infants, a pediatric intensive care unit, a children's emergency room, robotic assisted surgery, and a gamma knife. Many of our programs and services have been uniquely accredited for excellence, such as the state's first accredited chest pain center and accredited breast center by the American College of Surgeons' National Accreditation Program. The Joint Commission has accredited Palmetto Health's Heart Failure program and its Primary Stroke Center. And Blue Cross has designated centers at Palmetto Health for cardiac care, and hip and knee replacement, for their Blue Distinction designation. Palmetto Health provides the local community with more low or no-cost services than any other health provider. We do this under local ownership, local management and local accountability. Our goal is to provide the best for our community, in the best equipped facilities in the state, while working with others to achieve our mission. Palmetto Health has pledged 10 percent of its annual bottom line for 35 years to fund community health care initiatives in cancer education and prevention, maternal and child health services, and many others. In the last 14 years, Palmetto Health has spent nearly $34 million in this special effort alone. This tithe is a contribution over and above the care provided in our hospitals for services to patients in need. During 2011, Palmetto Health provided to the communities we served $95 million in community benefit programs. More than $35 million of the $95 million was associated with uncompensated care. Because of its initiative to reduce health disparities within the community through increased healthcare access and education, Palmetto Health was declared one of three finalists for the 2011 Foster G. McGaw Award. The prestigious award recognizes innovative hospital programs that significantly improve the health and well-being of their community. Palmetto Health is proud to have focused on quality and patient safety improvement initiatives and set about creating the structure, culture and accountability to achieve it. These efforts have allowed our hospitals to achieve significant progress in decreasing mortality and increasing the performance in appropriate care measures for nationally benchmarked standards of care for six high-volume procedures. This ambitious and concerted quality goal of eliminating all preventable errors and deaths continues to be a focus for all at Palmetto Health, while attention has increased on reducing "harm events" such as infections and falls, and on reducing unnecessary readmissions. In addition to the healthcare outreach efforts in which Palmetto Health engages, the system accepts a key role in community support through investment by its employees in the United Way and our own Palmetto Health Foundation. Additionally, the organization and its employees participate and invest in community agencies such as the American Heart Association, the March of Dimes, the American Cancer Society, and myriad other health and human services organizations. With key leaders volunteering for significant roles in organizations like the Chambers of Commerce, City Center Partnership, Central Carolina Economic Development Alliance and a host of others, Palmetto Health is making its presence known and essential in the community.
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$ 1,112,970,742
Form 990 (2010)
Form 990 (2010)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part IIClick to see attachment.........................
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete
Schedule D, Part IClick to see attachment.......................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in term, permanent,or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
 
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
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If “Yes,” complete Schedule F, Part I......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II.. Click to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III.. Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II..........
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
Form 990 (2010)
Form 990 (2010)
Page 4
Part IV
Checklist of Required Schedules (continued)
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H..... Click to see attachment
20a
Yes
 
b
Did the organization attach its audited financial statement to this return? Note: All Form 990 filers that operate one or more hospitals must attach audited financial statements. ..... Click to see list of attachments
20b
Yes
 
21
Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
Yes
 
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................ Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
No
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I...... 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
Yes
 
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV................... Click to see attachment
28b
Yes
 
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV.. Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule MClick to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............ Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I........................... Click to see attachment
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35
Is any related organization a controlled entity within the meaning of section 512(b)(13)? .....
35
Yes
 
a
Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2010)
Form 990 (2010)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V . . . . . . . . . .
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
817
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
11,144
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2010)
Form 990 (2010)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI . . . . . . . . . .
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year ..............
1a
15
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
10
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? ..
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Does the organization have members or stockholders? ................
6
Yes
 
7a
Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? .........................
7a
Yes
 
b
Are any decisions of the governing body subject to approval by members, stockholders, or other persons? ..
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Does the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? ....
10b
 
 
11a
Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?
11a
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
SC
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you make these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
BENJAMIN M CUNNINGHAM JR
293 GREYSTONE BLVD
Columbia,SC29210
(803) 296-2135
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) Jerome D Odom PhD
Chairman
 5.0 X   X       22,370 0 0
(2) William L Freeman III
Vice Chairman
 5.0 X   X       15,379 0 0
(3) Traci Young Cooper EdD
Secretary
 3.0 X   X       15,379 0 0
(4) Sara B Fisher
Treasurer
 3.0 X   X       15,379 0 0
(5) James H Herlong MD
Trustee
 3.0 X           15,539 0 0
(6) James E Wheeler
Trustee
 3.0 X           15,379 0 0
(7) Charles T Gatch
Trustee
 3.0 X           15,379 0 0
(8) N John Stewart Jr MD
Trustee
 3.0 X           15,379 0 0
(9) James A Bennett
Trustee
 3.0 X           15,379 0 0
(10) Arthur M Bjontegard Jr
Trustee
 3.0 X           15,379 0 0
(11) William L Cogdill Jr
Trustee
 3.0 X           18,874 0 0
(12) Rosalyn W Frierson
Trustee
 3.0 X           15,379 0 0
(13) Candy Y Waites
Trustee
 3.0 X           15,379 0 0
(14) Rep Lester P Branham Jr
Trustee
 3.0 X           15,379 0 0
(15) James C Reynolds MD
Trustee
 3.0 X           15,379 0 0
(16) Robert H Bunch MD
Trustee/Physician
 50.0 X           426,112 0 16,965
(17) Charles D Beaman Jr
Chief Executive Officer
 50.0     X       949,637 0 403,808
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 J Singerling
President
 50.0     X       469,418 0 319,899
(19) Paul K Duane
Exec. V.P. & CFO
 50.0     X       519,402 0 119,052
(20) Michelle E Edwards
Chief Information Officer
 50.0       X     268,802 0 49,796
(21) James I Raymond MD
Chief Medical Officer
 50.0       X     1,706,683 0 30,550
(22) James M Bridges
Executive Vice President
 50.0       X     388,763 0 76,110
(23) Howard P West
Senior Vice President
 50.0       X     360,722 0 140,192
(24) Willis Gregory III
Senior Vice President
 50.0       X     324,117 0 92,590
(25) Vince Ford
Senior Vice President
 50.0       X     212,441 0 50,364
(26) Ellis M Knight MD
Sr. V.P of Ambulatory Srvs
 50.0       X     400,014 0 48,488
(27) Edward S Hickson
Executive Vice President
 50.0       X     212,927 0 21,123
(28) Benjamin M Cunningham Jr
Vice President
 50.0       X     208,350 0 23,650
(29) Jeffrey T Ehreth MD
Physician
 50.0         X   1,362,271 0 22,344
(30) Harris H Parker MD
Physician
 50.0         X   1,113,395 0 25,784
(31) James B Tribble MD
Physician
 50.0         X   885,001 0 14,473
(32) Roland R Craft MD
Physician
 50.0         X   813,215 0 12,904
(33) Dalton S Prickett MD
Physician
 50.0         X   765,075 0 17,339
(34) James E Lathren
Pres. Leadership Institute PH
 50.0           X 161,972 0 21,349
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 11,789,648 0 1,506,780
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet380
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
Carolina Care
3 Richland Medical Park Suite 350
COLUMBIA,SC29203 		ER Physicians 15,427,651
MRI Inc of the Carolinas
1519 Marion Street
COLUMBIA,SC29201 		Physicians 6,114,991
Frensenius Medical DBA Columbia
Dialysis Unit PO Box 281471
ATLANTA,GA303841471 		Dialysis Services 2,824,645
Professional Pathology Services PC
PO Box 865
COLUMBIA,SC29202 		Physicians 3,556,690
Carolina Urocorp
Taylor at Marion
COLUMBIA,SC29220 		Physicians 1,626,398
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization MediumBullet89
Form 990 (2010)
Form 990 (2010)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, gifts, grants and other similar amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d 3,947,135
e Government grants (contributions)1e 5,695,423
f All other contributions, gifts, grants, and
similar amounts not included above1f 		1,284,451
g Noncash contributions included in lines 1a-1f:$ 234,854
h Total. Add lines 1a-1f.......MediumBullet 10,927,009
Program Service Revenue Business Code
2a NET PATIENT REVENUE 621,300 1,169,728,456 1,169,728,456    
b BAPTIST EASLEY FEE 561,000 21,191,849 21,191,849    
c PALMETTO SENIOR CARE 623,000 18,786,500 18,786,500    
d REFERENCE LABORATORY 621,500 9,186,413   9,186,413  
e PHARMACY 446,110 7,936,307     7,936,307
f All other program service revenue . 16,243,587 9,565,439 1,166,894 5,511,254
g Total. Add lines 2a–2f........MediumBullet 1,243,073,112
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 14,126,612     14,126,612
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties............MediumBullet 0      
(i) Real (ii) Personal
6a Gross Rents 6,223,169  
b Less: rental expenses 7,276,948  
c Rental income or (loss) -1,053,779  
d Net rental income or (loss).......MediumBullet -1,053,779     -1,053,779
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 15,906,000 140,002
b Less: cost or other basis and sales expenses    
c Gain or (loss) 15,906,000 140,002
d Net gain or (loss)..........MediumBullet 16,046,002     16,046,002
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0      
Miscellaneous Revenue Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet 0
12 Total revenue. See Instructions....MediumBullet 1,283,118,956 1,219,272,244 10,353,307 42,566,396
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 4,682,180 4,682,180
2 Grants and other assistance to individuals in the U.S. See Part IV, line 22 86,000 86,000
3 Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 5,750,650 460,052 5,290,598 0
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages 461,571,283 419,501,108 42,070,175  
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .... 0      
9 Other employee benefits ....... 59,745,251 59,744,126 1,125  
10 Payroll taxes ........... 33,604,234 33,604,234    
11 Fees for services (non-employees):        
a Management ...... 3,329,093 1,599,715 1,729,378  
b Legal ......... 1,752,813 978,906 773,907  
c Accounting ........... 463,249 25,700 437,549  
d Lobbying ........... 0      
e Professional fundraising. See Part IV, line 17.. 0  
f Investment management fees ...... 0      
g Other .......... 110,714,456 99,549,659 11,164,797  
12 Advertising and promotion .... 2,581,171 247,935 2,333,236  
13 Office expenses ....... 4,478,085 4,413,278 64,807  
14 Information technology ...... 15,360,291 446,462 14,913,829  
15 Royalties .. 0      
16 Occupancy ........... 38,099,553 28,509,864 9,589,689  
17 Travel ............ 2,491,579 2,011,227 480,352  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 0      
20 Interest ........... 30,089,932 3,240,480 26,849,452  
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 54,021,025 53,180,262 840,763  
23 Insurance .............. 7,864,885 7,864,885    
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 PROVISION FOR UNCOLLECTIBLE AC 201,303,602 201,303,602    
b MEDICAL SUPPLIES 176,248,260 175,567,021 681,239  
c REPAIRS AND MAINTENANCE 5,218,639 5,177,089 41,550  
d UNRELATED BUSINESS INCOME TAX 227,648 227,648    
e EMPLOYEE EDUCATION 1,601,641 744,975 856,666  
f All other expenses 16,982,251 9,804,334 7,177,917  
25 Total functional expenses. Add lines 1 through 24f 1,238,267,771 1,112,970,742 125,297,029 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 .......... 40,550,520 1 35,094,478
2 Savings and temporary cash investments ....... 40,237,284 2 27,054,629
3 Pledges and grants receivable, net ......... 504,437 3 581,106
4 Accounts receivable, net ......... 200,008,543 4 197,867,481
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 ............. 3,940,245 7 3,873,825
8 Inventories for sale or use .............. 16,568,345 8 17,021,306
9 Prepaid expenses and deferred charges ............ 8,868,817 9 10,214,360
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,289,232,641
b Less: accumulated depreciation. ..... 10b 839,161,706 446,621,000 10c 450,070,935
11 Investments—publicly traded securities .......... 627,527,374 11 678,019,756
12 Investments—other securities. See Part IV, line 11 ......   12  
13 Investments—program-related. See Part IV, line 11 .. 29,319,408 13 29,484,259
14 Intangible assets .........   14  
15 Other assets. See Part IV, line 11 ........... 27,965,245 15 26,091,865
16 Total assets. Add lines 1 through 15 (must equal line 34)... 1,442,111,218 16 1,475,374,000
Liabilities 17 Accounts payable and accrued expenses . 110,603,395 17 142,231,600
18 Grants payable .......... 5,000,000 18 2,500,000
19 Deferred revenue .......... 713,259 19 1,421,415
20 Tax-exempt bond liabilities .......... 562,659,737 20 554,047,069
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 .. 1,359,490 23 1,035,172
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities. Complete Part X of Schedule D..... 92,546,315 25 109,997,599
26 Total liabilities. Add lines 17 through 25..... 772,882,196 26 811,232,855
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 ..... 641,970,191 27 636,171,000
28 Temporarily restricted net assets ..... 20,622,595 28 21,280,105
29 Permanently restricted net assets ..... 6,636,236 29 6,690,040
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 ..... 669,229,022 33 664,141,145
34 Total liabilities and net assets/fund balances ..... 1,442,111,218 34 1,475,374,000
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
1,283,118,956
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
1,238,267,771
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
44,851,185
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
669,229,022
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
-49,939,062
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
664,141,145
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
Palmetto Health
 
Employer identification number

58-2296052
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

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

Additional Data


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

58-2296052
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




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

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

58-2296052
Part I
Contributors (see Instructions)
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




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

     
 
   

$  




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

     
 
   

$  




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

     
 
   

$  




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

     
 
   

$  




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

     
 
   

$  




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

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

58-2296052
Part II
Noncash Property (see Instructions)
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

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

58-2296052
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

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

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

58-2296052
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

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

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

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

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










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

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

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


Schedule C (Form 990 or 990-EZ) 2010
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
 
No
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
 
No
 
e
Publications, or published or broadcast statements? .......................
 
No
 
f
Grants to other organizations for lobbying purposes? .......................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
 
No
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? If "Yes," describe in Part IV ..........................
Yes
 
249,058
j
Total. lines 1c through 1i ...................................
249,058
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
Other Activities Schedule C, Part II-B, Line 1i Palmetto Health pays annual membership dues as part of its membership with the SC Hospital Association and 6.7% ($23,282) of these dues are used for lobbying activities. Palmetto Health also pays annual membership dues to the American Hospital Association and 24.6% ($29,519) of these dues are used for lobbying activities. The remaining $196,257 are fees paid to Darrell M. Campbell and McNair Law Firm, independent consultants that provide lobbying services.
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
Palmetto Health
 
Employer identification number

58-2296052
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit. ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a–2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06 ........ 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the taxable year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 3,908,288 3,436,758 2,933,753
b Contributions ........ 5,305,006 2,875,614 6,515,193
c Investment earnings or losses ...      
d Grants or scholarships .....      
e Other expenditures for facilities
and programs ........ 		4,007,338 2,404,084 6,012,188
f Administrative expenses ....      
g End of year balance ...... 5,205,956 3,908,288 3,436,758
2
Provide the estimated percentage of the year end balance held as:
a
Board designated or quasi-endowment: SchDMd Bullet2.710 %
b
Permanent endowment: SchDMd Bullet16.400 %
c
Term endowment: SchDMd Bullet80.890 %
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
Yes
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Investments—Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of investment (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   33,080,051 33,080,051
b Buildings ................   514,987,626 272,293,302 242,694,324
c Leasehold improvements ............   6,426,134 4,075,357 2,350,777
d Equipment ................   713,662,327 559,346,041 154,316,286
e Other .................   21,076,503 3,447,006 17,629,497
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet 450,070,935
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








Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Amount
Federal Income Taxes 0
DERIVATIVE CHANGE IN VALUE 48,943,134
CAPITAL LEASE OBLIGATIONS 21,688,155
POST RETIREMENT RESERVE 13,563,910
DEFERRED COMPENSATION 8,773,939
SELF INSURANCE RESERVE 5,731,723
COMMUNITY OUTREACH PROGRAM 10,183,406
ASSET RETIREMENT RESERVE 1,082,246
ARBITRAGE RESERVE 31,086

Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet 109,997,599
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
Intended Uses of Endowment Funds Schedule D, Part V, Line 4 Palmetto Health's endowment funds benefit a variety of programs for the well being of its patients which is consistent with the wishes and designations of donors.
Liability for Uncertain Tax Position (ASC 740) Schedule D, Part X, Line 2 Palmetto Health continues to evaluate tax positions related to ASC 740, "Income Taxes," which prescribes financial statement recognition threshold and measurement attributes for tax positions taken or expected to be taken in tax returns.
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
Palmetto Health
 
Employer identification number

58-2296052
Part I
General Information on Activities Outside the United States. Complete if the organization answered
“Yes” to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of the grants or
assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award
the grants or assistance? ...................................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of grant funds outside the
United States.
3
Activites per Region. (Use Part V if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees or agents in region or independent contractors (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total
expenditures for region/investments
in region
Central America and the Caribbean     Investments   56,088,000
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .....     56,088,000
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b)     56,088,000
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990,
Part IV, line 15, for any recipient who received more than $5,000. Check this box if no one recipient received more than $5,000 ........ MediumBullet
Use Part V if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount of
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2
Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .....MediumBullet
 
3
Enter total number of other organizations or entities ........................MediumBullet
 
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Use Part V if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926 (see instructions for Form 926).................
2 Did the organization have an interest in a foreign trust during the tax year? If " Yes," the organization may be required to file Form 3520 and/or Form 3520-A. (see instructions for Forms 3520 and 3520-A)..........
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with respect to Certain Foreign Corporations. (see instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If "Yes," the organization may be required to file Form 8621, Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see instructions for Form 8621)
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with respect to Certain Foreign Partnerships. (see instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see instructions for Form 5713)................................................
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 5
Part V
Supplemental Information
Complete this part to provide the information (see instructions) required in Part I, line 2, and any additional information.
Identifier ReturnReference Explanation
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
Schedule F (Form 990) 2010
Additional Data


Software ID:  
Software Version:  



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

58-2296052
Part I
Charity Care and Certain Other Community Benefits at Cost
Yes
No
1a
Does the organization have a charity care policy? If "No," skip to question 6a...........
1a
Yes
 
b
If "Yes," is it a written policy? .......................
1b
Yes
 
2
If the organization has multiple hospitals, indicate which of the following best describes application of the charity care policy to the various hospitals.
3
Answer the following based on the charity care eligibility criteria that applies to the largest number of the organization's patients.
a
Does the organization use Federal Poverty Guidelines (FPG) to determine eligibility for providing free care to low
income individuals? If "Yes," indicate which of the following is the FPG family income limit for eligibility for free care:
3a
Yes
 
b
Does the organization use FPG to determine eligibility for providing discounted care to low income individuals? If
"Yes," indicate which of the following is the family income limit for eligibility for discounted care: .....
3b
Yes
 
c
If the organization does not use FPG to determine eligibility, describe in Part VI the income based criteria for determining eligibility for free or discounted care. Include in the description whether the organization uses an asset test or other threshold, regardless of income, to determine eligibility for free or discounted care.
4
Does the organization's policy provide free or discounted care to the "medically indigent"? ......
4
Yes
 
5a
Does the organization budget amounts for free or discounted care provided under its charity care policy? ...
5a
Yes
 
b
If "Yes," did the organization's charity care expenses exceed the budgeted amount?.........
5b
Yes
 
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discounted
care to a patient who was eligibile for free or discounted care?...............
5c
 
No
6a
Does the organization prepare an annual community benefit report?.............
6a
Yes
 
6b
If "Yes," does the organization make it available to the public? ..............
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Charity Care and Certain Other Community Benefits at Cost
Charity Care and
Means-Tested Government Programs		 (a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Charity care at cost (from
Worksheets 1 and 2) .. 		    69,086,906 42,425,040 26,661,866 2.570 %
b Unreimbursed Medicaid (from
Worksheet 3, column a) . 		    93,202,574 84,154,480 9,048,094 0.870 %
c Unreimbursed costs—other means-tested government programs (from Worksheet 3, column b) ....     0 0 0 0 %
dTotal Charity Care and
Means-Tested Government Programs ..... 		    162,289,480 126,579,520 35,709,960 3.440 %
Other Benefits
e Community health improvement
services and community
benefit operations (from
(Worksheet 4) .... 		    12,519,318 33,131 12,486,187 1.200 %
f Health professions education
(from Worksheet 5) .. 		    40,033,451 4,040,395 35,993,056 3.470 %
g Subsidized health services
(from Worksheet 6) .. 		    99,427,297 90,470,987 8,956,310 0.860 %
h Research (from Worksheet 7)     979,464 0 979,464 0.090 %
i Cash and in-kind contributions
to community groups
(from Worksheet 8) .. 		    397,195 0 397,195 0.040 %
jTotal Other Benefits ...     153,356,725 94,544,513 58,812,212 5.660 %
kTotal. Add lines 7d and 7j. ..     315,646,205 221,124,033 94,522,172 9.100 %
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 2
Part II
Community Building Activities Complete this table if the organization conducted any community building activities.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue 		(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing            
2 Economic development            
3 Community support            
4 Environmental improvements            
5 Leadership development and training for community members            
6 Coalition building            
7 Community health improvement advocacy            
8 Workforce development     14,785   14,785  
9 Other            
10 Total     14,785   14,785  
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Does the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................
1
 
No
2
Enter the amount of the organization's bad debt expense (at cost).....
2
50,574,688
3
Enter the estimated amount of the organization's bad debt expense (at cost) attributable to patients eligible under the organization's charity care policy ..
3
2,516,499
4
Provide in Part VI the text of the footnote to the organization's financial statements that describes bad debt expense. In addition, describe the costing methodology used in determining the amounts reported on lines 2 and 3, and rationale for including a portion of bad debt amounts as community benefit.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
194,491,763
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
248,373,199
7
Subtract line 6 from line 5. This is the surplus or (shortfall)........
7
-53,881,436
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.
Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.
Check the box that describes the method used:
Section C. Collection Practices
9a
Does the organization have a written debt collection policy? ...............
9a
Yes
 
b
If "Yes," does the organization's collection policy contain provisions on the collection practices to be followed for patients who are known to qualify for charity care or financial assistance? Describe in Part VI......
9b
Yes
 
Part IV
Management Companies and Joint Ventures
(a) Name of entity (b) Description of primary
activity of entity 		(c) Organization's
profit % or stock
ownership % 		(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership% 		(e) Physicians'
profit % or stock
ownership %
1Parkridge Surgery
  		Outpatient Surgery 67.540 %   32.460 %
2Radiation Oncology
  		Outpatient Oncology Services 51.000 %   49.000 %
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 3
Part VFacility Information
Section A. Hospital Facilities
(list in order of size, measured by total revenue per facility, from largest to smallest)
How many hospital facilities did the organization operate during the tax year?2
Name and address 		Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital Research Facility ER-24Hours ER-Other Other (Describe)
1 Palmetto Health Richland
5 Medical Park
Columbia,SC29203 		X X X X   X X   Heart, Children's Hospital
2 Palmetto Health Baptist
Marion Street
Columbia,SC29220 		X X   X     X    
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

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

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

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

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

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Name of Hospital Facility:Palmetto Health Baptist
Line Number of Hospital Facility (from Schedule H, Part V, Section A):2

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

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

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

Section C. Other Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, measured by total revenue per facility, from largest to smallest)
How many non-hospital facilities did the organization operate during the tax year?50
Name and address Type of Facility (Describe)
1 Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210 		Outpatient Oncology Services
2 Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210 		Outpatient Oncology Services
3 Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210 		Outpatient Oncology Services
4 Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210 		Outpatient Oncology Services
5 Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210 		Outpatient Oncology Services
6 Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210 		Outpatient Oncology Services
7 Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210 		Outpatient Oncology Services
8 Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210 		Outpatient Oncology Services
9 Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210 		Outpatient Oncology Services
10 Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210 		Outpatient Oncology Services
11 Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210 		Outpatient Oncology Services
12 Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210 		Outpatient Oncology Services
13 Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210 		Outpatient Oncology Services
14 Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210 		Outpatient Oncology Services
15 Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210 		Outpatient Oncology Services
16 Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210 		Outpatient Oncology Services
17 Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210 		Outpatient Oncology Services
18 Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210 		Outpatient Oncology Services
19 Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210 		Outpatient Oncology Services
20 Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210 		Outpatient Oncology Services
21 Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210 		Outpatient Oncology Services
22 Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210 		Outpatient Oncology Services
23 Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210 		Outpatient Oncology Services
24 Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210 		Outpatient Oncology Services
25 Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210 		Outpatient Oncology Services
26 Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210 		Outpatient Oncology Services
27 Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210 		Outpatient Oncology Services
28 Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210 		Outpatient Oncology Services
29 Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210 		Outpatient Oncology Services
30 Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210 		Outpatient Oncology Services
31 Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210 		Outpatient Oncology Services
32 Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210 		Outpatient Oncology Services
33 Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210 		Outpatient Oncology Services
34 Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210 		Outpatient Oncology Services
35 Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210 		Outpatient Oncology Services
36 Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210 		Outpatient Oncology Services
37 Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210 		Outpatient Oncology Services
38 Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210 		Outpatient Oncology Services
39 Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210 		Outpatient Oncology Services
40 Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210 		Outpatient Oncology Services
41 Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210 		Outpatient Oncology Services
42 Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210 		Outpatient Oncology Services
43 Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210 		Outpatient Oncology Services
44 Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210 		Outpatient Oncology Services
45 Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210 		Outpatient Oncology Services
46 Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210 		Outpatient Oncology Services
47 Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210 		Outpatient Oncology Services
48 Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210 		Outpatient Oncology Services
49 Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210 		Outpatient Oncology Services
50 Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210 		Outpatient Oncology Services
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 8
Part VI
Supplemental Information
Complete this part to provide the following information.
1 Required descriptions. Provide the description required for Part I, lines 3c, 6a, and 7; Part II; Part III, lines 4, 8, and 9b; and Part V, Section B, lines 1j, 2, 4c, 6i, 7, 11i, 13i, 17l, 18l, 19e, 21d, 25, and 26.
2 Community health needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any community health needs assessments reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Identifier ReturnReference Explanation
Part I, line 7, column f   Consistent with Schedule H Instructions, for purposes of calculating total expense, bad debt expense of $201,303,602 reported in 990 Part IX, has been properly excluded when computing percentages for Column F.
Costing Methodology Schedule H, Part I, Line 7 Costing methodology for inpatient and outpatient services were derived using a combination of IRS provided worksheets and Palmetto Health's Medicare Cost report. However, actual data from Palmetto Health's audited financial statements were used in the costing methodology for subsidized health services.
Accounts Receivable and Bad-debt Expense Methodology Schedule H, Part III, Line 4 Palmetto Health's audited financial statements do not contain a specific footnote describing policies around accounts receivable and bad debt expense. Palmetto Health's net accounts receivable on the audited financial statements represents the company's best estimate at that point in time of receivables that will eventually be realized. Methodology for calculating such estimate for Self Pay and Third Party accounts generally is derived using historical collection percentages for accounts based on the age of the account. All discounts are applied to the patient accounts when accounting for bad debt. This includes third party payor discounts, as well as discounts for those who qualify for financial assistance. Uninsured and under-insured patients are interviewed during the pre-registration and registration processes. The patient is referred to a financial counselor if it is determined there is a potential need. Patients who apply for charity care but never complete the process or do not provide required documentation are notated in the system with a charity care qualifier. Such accounts are reviewed after service has been provided and are written off as bad debt if they were not previously adjusted off as charity care.
Medicare Shortfall and Costing Methodology for Medicare Schedule H, Part III, Line 8 The amount within Line 7 of Part III represents the shortfall after comparing the net revenue and cost of patients classified as Medicare who were not included within the Subsidized Health Service component of Line 7G of Part I. The $53 million shortfall consists of the Medicare patients who incurred a loss but were not included within the Subsidized Health Service community benefit figure. The costs reported within Line 6, Part III were formulated using a hospital wide cost to charge ratio.
Debt-Collection Practices for Financial Assistance Patients Schedule H, Part III, Line 9B On the front end of the debt collection process, pre-registration staff, as well as financial counselors, are proactive in explaining financial and agency assistance. Palmetto Health utilizes Department of Health and Human Services on-site workers, in addition to financial counselors, who meet with the patients or family to determine their eligibility for assistance. Palmetto Health also provides helpful information on financial assistance in the patients' handbook and as part of the billing process in both English and Spanish. There are signs posted around the campuses and information on the website for related programs available at Palmetto Health. Post discharge, a designated unit, pursues financial assistance or agency assistance for the patient, including possible discounts or payment plans. Third parties are employed to work the more difficult and time consuming supplemental security income cases. In addition, patients who do not respond to internal collection efforts are referred to third party collection agencies who review the patients' status for financial assistance.
Community Health Care Needs Assessment Schedule H, Part VI, Line 2 Palmetto Health has contributed more than $34 million dollars towards community health outreach initiatives over the past fourteen years. These community outreach programs benefit the community by offering services in areas of need and by supporting existing successful community health outreach initiatives. In order to assess the needs of the communities and determine what Palmetto Health's community priorities are, Palmetto Health studies disease specific research and statistics for national, state and county data. Palmetto Health also uses inpatient and emergency department trends data and focus group data to help determine what community priorities will be. In addition, Palmetto Health utilizes Healthy People 2020 (formerly known as Healthy People 2010) objectives to help drive the community needs program design.
Patient Education of Eligibility Schedule H, Part VI, Line 3 Palmetto Health strives to improve the well being of the communities it serves. Quality services are made available to all members of the community regardless of an ability to pay. Palmetto Health will work with uninsured or under insured patients to seek financial assistance or charity care. Patients are educated about their eligibility for assistance under federal, state or local government programs or under Palmetto Health's charity care policy during the registration process. During pre-registration and registration, patients are interviewed by a financial counselor to determine whether the patient has a need for financial assistance or charity care. The financial counselor reviews the financial status of the patient to determine which program(s) the patient may be eligible to participate. If it is deemed that a patient may be eligible for financial assistance, Department of Health and Human Services workers are available to assist patients and their families with completing applications. In order to make patients aware of financial assistance or charity care, Palmetto Health's Patient Bill of Rights is posted throughout its facilities with information and contact phone numbers. It is also posted in patient brochures. Patient statements contain an abbreviated version of the Patient Bill of Rights. Palmetto Health's website, www.palmettohealth.org, states Palmetto Health will work with uninsured or under insured patients to seek financial assistance or charity care. Post Discharge, patients expressing issues with being unable to pay their bill will be directed to financial counselors to assist in educating the patients about the financial assistance policy.
Community Information Schedule H, Part VI, Line 4a The primary service area for Palmetto Health consists of Richland and Lexington Counties. There are approximately 646,895 residents who live within the primary service area. The median household income of the constituents in Richland and Lexington Counties is $50,063. The unemployment rate for Richland County is 7.8% and Lexington County is 6.6%. The secondary service area for Palmetto Health consists of Calhoun, Fairfield, Kershaw, Lee, Newberry, Orangeburg, Saluda and Sumter Counties. There are approximately 377,388 residents who live in these secondary service areas. The median household income for Calhoun county is $36,790, Fairfield County is $32,022, Kershaw County is $44,064, Lee County is $23,378, Newberry County is $41,815, Orangeburg County is $32,849, Saluda County is $40,508 and Sumter County is $39,137. The unemployment rate for the secondary market in Calhoun County is 9.8%, Fairfield County is 11.9%, Kershaw County is 7.5%, Lee County is 11.6%, Newberry County is 8.1%, Orangeburg County is 12.1%, Saluda County is 7.5% and Sumter County is 9.9%.
Community Building Activities Schedule H, Part VI, Line 4b Palmetto Health's workforce development aids in the professional development of health care professionals. Over 1,040 individuals participated in monthly job shadowing programs through Midlands Technical College, the University of South Carolina, as well as area High School students during fiscal year 2011. Around 9,200 contacts were made at various career fairs and community speaking engagements.
Promoting the Health of the Community Schedule H, Part VI, Line 5 Palmetto Health is central South Carolina's largest and most comprehensive not-for-profit health system. In our progressive environment, the latest technology and treatment protocols go hand-in-hand with quality patient care. Palmetto Health is a South Carolina nonprofit public benefit corporation recognized as an IRC section 501(c)(3) charity, which consists of the outstanding hospitals - Palmetto Health Richland and Palmetto Health Baptist, Children's Hospital and Palmetto Health Heart Hospital in Columbia. Palmetto Health also jointly owns Baptist Easley Hospital in Easley, SC. The 1,247-bed system is a JCAHO-accredited institution and has more than 8,500 employees and 1,300 physicians. Palmetto Health furthers its exempt purposes by adopting a charity care policy that provides free care to individuals who are at or below the 200% of Federal Poverty Guidelines. Palmetto Health also provides care to Medicare, Medicaid and other government payor programs. Palmetto Health also operates 24-hour emergency rooms and offers services to all patients regardless of their ability to pay. An open medical staff is maintained in order to have proper staffing coverage and allow for more efficient care and delivery of services in our hospital facilities. Palmetto Health community health outreach programs benefit the community by offering services in areas of need and by supporting existing successful community health outreach initiatives. Palmetto Health provides cash and in-kind contributions to nonprofit community healthcare organizations in the community in order to further promote the health, wellness and welfare of the communities served. Palmetto Health also sponsors continuing medical education classes, health education workshops, preventative health screenings and health fairs in the community. Some Community Health Initiatives include: Cancer Education and Prevention, Real Men Prostate Health Campaign, Free Yourself From Smoking, Trumpeter - Tobacco prevention campaign and contest, Diabetes Initiative, Palmetto Healthy Start - For new parents and expecting moms and dads, Teen Talk! It's time to make good choices, Richland Care. Additional Community Service Programs: Dental Health Initiative: In partnership with the United Way of the Midlands, SC Department of Health and Environmental Control, and Family Service Center, Palmetto Health provides dental services to underinsured and Medicaid-eligible and -ineligible children and adults at the FSC Dental Clinic. These patients often have difficulty in finding a dentist who will accept new Medicaid patients. Nationally, the adult program was one of the first of its kind to be offered. Palmetto Health also partners with the Columbia Oral Health Clinic to provide dental services to HIV/AIDS patients who otherwise could not afford dental care. As the only program of its kind in South Carolina, it provides high-risk patients with a source for dental care. Family Connection-Project Breathe Easy: Project Breathe Easy is an asthma education program developed by Family Connection. Palmetto Health provides funds to enhance services to asthmatic children and their families through the provision of asthma education, transportation and medical assistance to patients. Program participants have shown a reduction in missed days from school and work, fewer emergency room visits, and a reduction in the number of preventable asthma emergencies. Health Administration Scholarship: Since the Fall 1998 semester, Palmetto Health has provided scholarship funds for qualified minority students enrolled in the master's degree program in Health Administration at the University of South Carolina School of Public Health. The scholarships give students an opportunity to earn a degree in a field that lacks minority participation. The program has received a special commendation from the Accrediting Commission on Education for Health Services Administration, one of only two commendations awarded nationwide. Parish Nurse Program: Palmetto Health, in collaboration with the Columbia Housing Authority, initiated a Parish Nurse Medical Program for elderly and indigent residents of Columbia Housing Authority. Residents of these facilities were anticipated to have a diagnosis of high blood pressure, diabetes, cancer, obesity and other medical problems. These residents, who often receive little or no medical care, benefit from the Parish Nurse services.
Community Benefit Report State Filings Schedule H, Part VI, Line 7 South Carolina
Schedule H (Form 990) 2010
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
Palmetto Health
 
Employer identification number
58-2296052
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) American Heart Association190 Knox Abbott Drive
Cayce,SC28202 		13-5613797 501 c (3) 15,000       Sponsorship
(2) American Red Cross2751 Bull Street
Columbia,SC29201 		53-0196605 501 c (3) 10,400       Sponsorship
(3) Capital Senior Center1650 Park Circle
Columbia,SC29201 		57-0773691   25,000       Sponsorship
(4) Central SC Alliance1201 Main Street
Columbia,SC29201 		57-1003750 501 c (3) 10,000       General Purpose
(5) Columbia Blowfish HWS Baseball301 S Assembly St
Columbia,SC29201 		20-2706317   15,000       Sponsorship
(6) Columbia College Leadership Initiative1301 Columbia College Dr
Columbia,SC29203 		57-0324915 501 c (3) 37,500       General Purpose
(7) Columbia Oral Health Clinic3425 1/2 N Main St
Columbia,SC29203 		57-1073100 501 c (3) 110,000       Indigent Healthcare
(8) Columbia Urban League1400 Barnwell St
Columbia,SC29201 		57-0482767 501 c (3) 15,150       Sponsorship
(9) Eau Claire Cooperative Health1228 Harden St
1 Greystone Building Ste 206
Columbia,SC29204 		57-0965445 501 c (3) 104,517       Indigent Healthcare
(10) Edventure Children's Museum211 Gervais St
Columbia,SC29201 		57-1013857 501 c (3) 6,706       Sponsorship
(11) Family Service Center2712 Middleburg Drive
PO Box 4246
Columbia,SC29204 		57-0630921 501 c (3) 186,448       Indigent Healthcare
(12) Free Medical Clinic - Cola1875 Harden St
Columbia,SC29204 		57-0779279 501 c (3) 55,000       Indigent Healthcare
(13) Greater Chapin Chamber of Commerce302 Columbia Ave
Chapin,SC29036 		57-0936258 501 c (3) 7,475       Sponsorship
(14) Greater Columbia Chamber of Commerce930 Richland St
Columbia,SC29201 		20-8781550 501 c (3) 39,580       Sponsorship
(15) Greater Irmo Chamber of Commerce1248 Lake Murray Blvd
Irmo,SC29063 		57-0669817 501 c (3) 12,400       Sponsorship
(16) HealthTeacher Inc209 10th Ave Suite 350
Nashville,TN37203 		20-3456491 501 c (3) 35,000       Sponsorship
(17) James R Clark Mem Sickle Cell Foundation1420 Gregg St
Columbia,SC29201 		57-0858930 501 c (3) 24,598       Indigent Healthcare
(18) March of Dimes240 Stoneridge Dr
Columbia,SC29210 		13-1846366 501 c (3) 15,500       Sponsorship
(19) Mental Illness Recovery Center3809 Rosewood Dr
Columbia,SC29240 		57-0984185 501 c (3) 60,000       Homeless Housing
(20) Midlands Educational and Business AllianceMTC 316 S Beltline Blvd
Columbia,SC29205 		20-0350584 501 c (3) 25,750       Sponsorship
(21) Midlands Housing Alliance1901 Main St
Columbia,SC29201 		20-3524141 501 c (3) 200,000       Homeless Housing
(22) National Kidney Foundation508 Hampton St Suite 200
Columbia,SC29201 		13-1673104 501 c (3) 7,000       Sponsorship
(23) Navigating from Good to Great Foundation930 Richland St
Columbia,SC29201 		20-8781550 501 c (3) 15,000       General Purpose
(24) Palmetto Aids Life Support Services2638 Two Notch Road
Columbia,SC29204 		57-0841427   75,000       Indigent Healthcare
(25) Palmetto Conservation Foundation1314 Lincoln St
Columbia,SC29201 		57-0907043 501 c (3) 45,000       Sponsorship
(26) Richland County School Dist 11616 Richland St
Columbia,SC29201 		57-6000243 Government 6,005       Sponsorship
(27) SC Campaign to Prevent Teen Pregnancy1331 Elmwood Ave
Columbia,SC29201 		57-0897120 501 c (3) 50,000       Teen Pregnancy Prevention
(28) SC Chamber of Commerce1301 Gervais St
Columbia,SC29201 		57-0219655 501 c(3) 9,500       Sponsorship
(29) SC HIV Aids Council1115 Calhoun St
Columbia,SC29201 		57-0994526 501 c (3) 21,764       HIV Testing & Prevention
(30) SC Research Foundation730 Devine St
Columbia,SC29208 		57-0967350 501 c (3) 25,000       Child Health
(31) Sexual Trauma Services3700 Forest Dr
Columbia,SC29204 		57-0763120 501 c (3) 37,320       Crisis Intervention
(32) Town Theater1012 Sumter St
Columbia,SC29201 		57-6000280 501 c (3) 7,000       Sponsorship
(33) United Way of the Midlands1800 Main St
Columbia,SC29201 		57-0314396 501 c (3) 13,250       General Purpose
(34) USC Educational Foundation1600 Hampton St
Columbia,SC29208 		57-6017985 501 c (3) 20,000       Scholarship
2
Enter total number of section 501(c)(3) and government organizations ......................... Bullet Image
31
3
Enter total number of other organizations ................................ . Bullet Image
3
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
(1) Helen Golding Lynch 6 6,000     Tuition
(2) Elizabeth H. McCullough High Potential Employee 10 80,000     Tuition/Book











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 Use of Grant Funds Inside U.S. Schedule I, Part I, Line 2 Palmetto Health provides funding to a number of non-profit organizations to expand services in our community. All funded organizations enter into a funding agreement with Palmetto Health that details the scope of services to be provided. Organizations must submit monthly reports that detail the scope and type of services provided to patients/clients each month. Organizations receive payment if these reports are received in a timely manner and if all conditions of the agreement with Palmetto Health are met. In addition, according to the agreement Palmetto Health reserves the right to perform a financial audit regarding the use of funding dollars provided to the organization. Palmetto Health will alert the organization of the audit 10 business days before such audit occurs.
Schedule I (Form 990) 2010


Additional Data


Software ID:  
Software Version:  


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

58-2296052
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement orprovision of all the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
 
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
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) Charles D Beaman Jr (i)
(ii)		 731,408
0 		204,184
0 		14,045
0 		384,533
0 		19,275
0 		1,353,445
0 		0
0
(2) John J Singerling (i)
(ii)		 392,049
0 		65,756
0 		11,613
0 		303,782
0 		16,117
0 		789,317
0 		0
0
(3) Paul K Duane (i)
(ii)		 408,803
0 		92,335
0 		18,264
0 		90,363
0 		28,689
0 		638,454
0 		0
0
(4) Michelle E Edwards (i)
(ii)		 237,734
0 		30,515
0 		553
0 		37,408
0 		12,388
0 		318,598
0 		0
0
(5) James I Raymond MD (i)
(ii)		 490,563
0 		87,498
0 		1,128,622
0 		7,097
0 		23,453
0 		1,737,233
0 		244,500
0
(6) James M Bridges (i)
(ii)		 328,825
0 		58,481
0 		1,457
0 		68,478
0 		7,632
0 		464,873
0 		0
0
(7) Howard P West (i)
(ii)		 290,408
0 		66,100
0 		4,214
0 		112,346
0 		27,846
0 		500,914
0 		0
0
(8) Willis Gregory III (i)
(ii)		 265,885
0 		54,731
0 		3,501
0 		79,364
0 		13,226
0 		416,707
0 		0
0
(9) Vince Ford (i)
(ii)		 174,263
0 		37,361
0 		817
0 		37,260
0 		13,104
0 		262,805
0 		0
0
(10) Ellis M Knight MD (i)
(ii)		 344,481
0 		52,829
0 		2,704
0 		37,064
0 		11,424
0 		448,502
0 		0
0
(11) Edward S Hickson (i)
(ii)		 192,046
0 		20,583
0 		298
0 		6,948
0 		14,175
0 		234,050
0 		0
0
(12) Benjamin M Cunningham Jr (i)
(ii)		 181,869
0 		26,107
0 		374
0 		7,863
0 		15,787
0 		232,000
0 		0
0
(13) Jeffrey T Ehreth MD (i)
(ii)		 595,949
0 		764,293
0 		2,029
0 		9,098
0 		13,246
0 		1,384,615
0 		0
0
(14) Harris H Parker MD (i)
(ii)		 596,076
0 		516,264
0 		1,055
0 		1,268
0 		24,516
0 		1,139,179
0 		0
0
(15) James B Tribble MD (i)
(ii)		 762,273
0 		120,033
0 		2,695
0 		3,378
0 		11,095
0 		899,474
0 		0
0
(16) Roland R Craft MD (i)
(ii)		 580,470
0 		231,911
0 		834
0 		1,903
0 		11,001
0 		826,119
0 		0
0
(17) James E Lathren (i)
(ii)		 159,827
0 		1,250
0 		895
0 		6,964
0 		14,385
0 		183,321
0 		0
0
(18) Robert H Bunch MD (i)
(ii)		 373,157
0 		47,696
0 		5,259
0 		6,237
0 		10,728
0 		443,077
0 		0
0
(19) Dalton S Prickett MD (i)
(ii)		 713,912
0 		48,468
0 		2,695
0 		2,537
0 		14,802
0 		782,414
0 		0
0
Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
Supplemental Nonqualified Retirement Plan Schedule J, Part I, Line 4B The following individuals participated in a supplemental nonqualified retirement plan: Name: Accrual Amounts: Charles D. Beaman, Jr $379,600, Paul K. Duane $88,600, John J. Singerling $295,100, Ellis M. Knight, MD $30,500, Howard P. West $104,100, James Bridges $59,100, Willis Gregory, III $69,700, Vince Ford $29,700, Michelle E. Edwards $27,700, Palmetto Health provides a supplemental retirement benefit to senior executives that is contingent on them remaining at Palmetto Health until retirement. The accrual amounts above reflect the change in the actuarial value during the year and are impacted by various factors, including the age of the participant and changes in interest rates. During the calendar year reported within this year, Dr. James I. Raymond reached retirement age and his accrued benefit was paid out and $1,117,954 is included in his reported wages reflected in this form 990.
Schedule J (Form 990) 2010

Additional Data


Software ID:  
Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Schedule O (Form 990).
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
Palmetto Health
 
Employer identification number
58-2296052
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 South Carolina Jobs-Economic Development Authority
  		57-0960018 83703EHD0 08-28-2003 188,070,805 Refund 3-30-2000 Bonds   X   X   X
B South Carolina Jobs-Economic Development Authority
  		57-0960018 83703EHT5 08-28-2003 260,110,624 See Part V X     X   X
C South Carolina Jobs-Economic Development Authority
  		57-0960018 83703EJC0 12-15-2005 257,150,000 Refund of 8-28-2003 Bonds   X   X   X
D South Carolina Jobs-Economic Development Authority
  		57-0960018 83703FAX0 03-15-2007 120,000,000 Construct and Equip Health Facilit   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired. . . . . 111,005,000 48,670,000 55,825,000 50,890,000
2 Amount of bonds defeased . . . . 203,530,000 203,530,000    
3 Total proceeds of issue . . . . 188,070,805 260,110,624 257,150,000 120,000,000
4 Gross proceeds in reserve funds . . 5,428,157 4,141,861 17,314,460  
5 Capitalized interest from proceeds. 12,725,140 12,725,140   8,942,835
6 Proceeds in refunding escrow. . . . . 179,793,196 86,117,168 242,169,011  
7 Issuance costs from proceeds . . . 2,048,312 3,083,904 2,536,419 1,208,861
8 Credit enhancement from proceeds. 801,140   12,444,570  
9 Working capital expenditures from proceeds . .        
10 Capital expenditures from proceeds . . 154,042,551 154,042,551   102,339,126
11 Other spent proceeds . .        
12 Other unspent proceeds. . . 13,274,194     13,274,194
13 Year of substantial completion . . . 2006 2006 2009
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue?   X X   X   X  
15 Were the bonds issued as part of an advance refunding issue? X     X X     X
16 Has the final allocation of proceeds been made? . . X   X   X     X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . X   X   X   X  
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2010
Schedule K (Form 990) 2010
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use? X   X   X   X  
b Are there any research agreements that may result in private business use of bond-financed property? . . X   X   X   X  
c Does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts or research agreements relating to the financed property? . X   X   X   X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . . . . . . . . . . . . SchKMediumBullet 0 % 0 % 0 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . SchKMediumBullet 0 % 0.200 % 0.150 % 0.270 %
6 Total of lines 4 and 5 . . .. . . . . . 0 % 0.200 % 0.150 % 0.270 %
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 . Merrill Lynch
  		 
  		Merrill Lynch
  		 
 
c Term of hedge . . 7.8   7.8 32.5
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 .  
  		 
  		 
  		 
 
c Term of GIC . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? .                
5 Were any gross proceeds invested beyond an available temporary period? .   X X     X X  
6 Did the bond issue qualify for an exception to rebate? . . .   X   X   X   X
Schedule K (Form 990) 2010

Schedule K (Form 990) 2010
Page 3
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
See Schedule K Attachment   Three additional bonds and explanations for Part V are included as attachments to this return.
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
Palmetto Health
 
Employer identification number

58-2296052
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) KSF Consulting LLC See Part V 104,167 Independent Contractor   No
(2) Hospital Receivable Services See Part V 1,033,746 Collection Services   No
(3) Toni Odom See Part V 18,984 Employee   No
(4) Radiation Oncology See Part V 726,536 Rent: Facility/ Equipment   No
(5) Carolina Urocorp See Part V 1,545,297 Performance of Services   No
(6) Carolina Care See Part V 14,231,752 Performance of Services   No
(7) Parkridge Surgery Center See Part V 394,369 Rent/Loan   No
(8) Hospital Services Inc See Part V 2,696,094 Laundry Services   No
(9) Columbia Urological Associates See Part V 559,281 Performance of 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
Part V - Business Transactions with Interested Parties   (1)(b) KSF Consulting, LLC is an entity owned 100% by Kester S. Freeman, former officer of Palmetto Health. (2)(b) The following individual is a director of Hospital Receivable Services, Inc., a for-profit corporation: Charles D. Beaman, Jr. an officer of Palmetto Health. This individual sits on the board of this entity as a representative of Palmetto Health, but does not hold any ownership interest. (3)(b) Toni Odom is a family member of Dr. Jerome Odom, a board member of Palmetto Health. (4)(b) The following individuals are directors of Radiation Oncology, a for-profit partnership owned in part by Palmetto Health: Benjamin M. Cunningham Jr, Stan Hickson, and James M. Bridges, key employees of Palmetto Health. These individuals sit on the board of this entity as representatives of Palmetto Health, but do not hold any ownership interest. (5)(b) Carolina UroCorp is an entity more than 5% owned by Dr. James Herlong, a Board member of Palmetto Health. (6)(b) Carolina Care is an entity in which a board member of Palmetto Health, Dr. N. John Stewart, MD, is an Officer. (7)(b) The following individuals are directors of Parkridge Surgery Center, a for-profit partnership owned in part by Palmetto Health: Paul Duane, Officer of Palmetto Health and Marty Bridges, Key Employee of Palmetto Health, and Arthur M. "Art" Bjontegard, Jr., Board Member of Palmetto Health. These individuals sit on the board of this entity as representatives of Palmetto Health, but do not hold any ownership interest. (8)(b) The following individual is a director of Hospital Services, Inc., a for-profit corporation owned in part by Palmetto Health: James A. Bennett, a board member of Palmetto Health. This individual sits on the board of this entity as a representative of Palmetto Health, but does not hold any ownership interest. (9)(b) Columbia Urological Associates is an entity more than 5% owned by Dr. James Herlong, a Board member of Palmetto Health.
Schedule L (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE M
(Form 990)

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

58-2296052
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of Contributions or items contributed 		(c)
Contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded .        
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies . X 1 234,854 Wholesale value
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
 
No
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell non-cash
contributions? ............................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report revenues in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) 2010
Schedule M (Form 990) 2010
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33. Also complete this part for any additional information.
Identifier Return Reference Explanation
Gift Acceptance Policy Schedule M, Part I, Line 31 The non-cash contribution was donated by the Palmetto Health Foundation, a related supporting organization. Palmetto Health typically does not accept non-cash donations from sources other than the Palmetto Health Foundation and therefore does not have a formal gift acceptance policy.
Schedule M (Form 990) 2010
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

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

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

58-2296052
Identifier Return Reference Explanation
Members or Stockholders Form 990, Part VI, Line 6 Palmetto Health has two members: Richland Memorial Hospital (Class R Member) and Baptist Healthcare System of SC, Inc. (Class B member).
Members or Stockholders Who May Elect Form 990, Part VI, Line 7a The Class R member and the Class B member nominate and elect six directors each to the Palmetto Health Board of Directors. Those twelve directors nominate and elect an additional three members for a total of 15 voting directors.
Decisions Subject to Approval Form 990, Part VI, Line 7b The Class R and Class B member have "reserved powers." These powers include (quoted directly from Palmetto Health Bylaws): "(i) any change in the Board that would result in those directors selected by the Class R and Class B Members comprising, on a combined basis, less than a majority of the total number of directors; (ii) any change that would result in the Class R Member having the right to elect a different number of directors than the Class B Member; (iii) any change in a Member's rights regarding the election or removal of directors; (iv) approval of any amendment to, or repeal of, the Articles of Incorporation of the Corporation (the "Articles"); (v) approval of any merger, consolidation, sale, or lease of all or substantially all of the assets of the Corporation; (vi) approval of the dissolution of the Corporation; (vii) approval of the addition of a Member; (viii) any change in provisions of the Members' Pre-incorporation and Joint Operating Agreement (the "Joint Operating Agreement") or these Bylaws that require that if the Chair is elected from among the Richland Directors, the Vice Chair must be elected from among the Baptist Directors and vice versa; (ix) any change in provisions of the Joint Operating Agreement or these Bylaws regarding the duties or composition requirements of the Executive Management Committee of the Board; (x) any of the Board actions described in Section 3.14.2.7, below, regarding Palmetto Health Baptist Easley; (xi) any change in the Mission Statement; (xii) approval of the strategic plan of the Corporation or any material modification thereto; and (xiii) any amendment or repeal of these Bylaws that would affect any authority or privilege of a Member as described above." Further explanation for item (x): approval of a merger, consolidation, sale, or lease of all or substantially all of the assets of Palmetto Health Baptist Easley ("PHBE"), approval of the conversion of PHBE to primarily an outpatient facility, or approval of the discontinuation of operation of PHBE.
Form 990 Review Process Form 990, Part VI, Line 11b Palmetto Health's Form 990 was reviewed in detail by the Accounting Manager and Vice President of Finance. The form was discussed and reviewed in detail by Grant Thornton (outside tax advisors). The CFO then conducted a higher level review of the form with the Vice President of Finance. The 990 was provided to Palmetto Health's board of directors and each member was allowed ample time for review and to make inquiries before filing with the IRS.
Conflict of Interest Policy Monitoring & Enforcement Form 990, Part VI, Line 12c Each member of the Board of Directors shall complete an annual acknowledgement statement that each of them (a) has received a copy of the Rules of Conduct (conflicts of interest policy), (b) has read and understands the policy, (c) agrees to comply with the policy, (d) understands that the policy applies to all committees, and (e) understands that the organization is a charitable organization and must continuously engage primarily in activities which accomplish one or more of its tax-exempt purposes. These acknowledgement statements are returned to the Audit and Compliance Committee for review and follow-up as appropriate. The Chair of the Audit and Compliance Committee reports to the full Board that the above-referenced process has been completed. Upon hire, each employee is educated on Palmetto Health's Potential Conflicts of Interest policy and is asked to document any relationships that may create a potential conflict of interest on a form that is reviewed by Corporate Compliance and retained in the employee's Human Resources file. Annually, the policy is reviewed via computer-based training that is mandatory for all employees. Situations that are believed to be actual conflicts are addressed by Corporate Compliance, department management and senior leadership as necessary.
Process for Determining Compensation Form 990, Part VI, Line 15a and 15b Palmetto Health's Executive Compensation Committee (the "Committee"), composed of members of the board of directors who are disinterested in and independent from the persons compensated, oversees Palmetto Health's executive compensation and benefits programs. The Committee annually receives a report from its independent executive compensation consultant on the executive compensation program, including third-party comparability data for functionally-similar positions at similarly-situated organizations (the "Compensation Review"). Last completed in the fall of 2011, the Compensation Review includes market analyses for base salaries, total cash compensation and benefits and aggregate total compensation values for the Chief Executive Officer, President, Executive Vice Presidents, Senior Vice Presidents and System Vice Presidents. In support of the qualification for the rebuttable presumption of reasonableness, the Committee reviews and approves the CEO's compensation as well as the CEO's recommendations for compensation paid to the President, Executive Vice President, Senior Vice President and System Vice President positions, based on the board-approved compensation philosophy and the Compensation Review, and the decision is documented in meeting minutes. In addition, the Committee reviews the information in the Compensation Review relating to aggregate total compensation paid to the President, Executive Vice President, Senior Vice President and System Vice President positions.
How Documents are Made Available to the Public Form 990, Part VI, Line 19 The organization's audited financial statements are published annually and quarterly financial information is available to the public at www.dacbond.com.
Other Changes in Net Assets Form 990, Part XI, Line 5 Unrealized changes in investments (46,541,055) Unrealized changes in liabilities (4,130,392) Assets released from restrictions 1,413,340 Change in COPA accrual (482,196) Unrealized increases (decreases) in affiliated foundations (702,000) Reconciliation due to consolidation 503,241 Total Other Changes in Fund Balance (49,939,062)
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
Palmetto Health
 
Employer identification number

58-2296052
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) PALMETTO HEALTH QUAL COLLABORATIVE LLC
1301 TAYLOR STREET SUITE 9A
COLUMBIA,SC29201
27-3029587 		ACO SC 0 0 NA
 










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


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

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

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled organization
Yes No
(1) Palmetto Health Foundation

1600 Marion Street

Columbia,SC29202
57-0725699 		Supports Hosp SC 501(c)(3) 11c-III-FI NA
 
 
 
(2) Palmetto Richland Memorial Auxilliary

5 Richland Medical Park Drive

Columbia,SC29203
57-0645678 		Supports Hosp SC 501(c)(3) 11a-I NA
 
 
 
(3) RICHLAND MEM HOSP RESEARCH & EDUCATION

293 Greystone Blvd 2nd Floor

Columbia,SC29210
23-7010028 		Supports Hosp SC 501(C)(3) 11c-III-FI NA
 
 
 








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) Parkridge Surgery Center LLC

COLUMBIA SC 37-1470219
Columbia,SC29212
37-1470219 		HealthCare SC NA
  		Related 33,585 1,684,056   No 0 Yes   67.547 %
(2) Radiation Oncology

7 RICHLAND MEDICAL
Columbia,SC29203
36-4542465 		HealthCare SC NA
  		Related 1,283,813 2,602,461   No     No 51.000 %
(3) Carolina Home Therapeutics

LAKE FOREST CA 57-0880120
Lake Forest,CA92630
57-0880120 		HealthCare CA HealthSource
  		Related 0 0   No   Yes   0 %
(4) Easley MRI

PO Box 2987
Greenville,SC29602
57-1131117 		HealthCare SC NA
  		Related 241,086 139,945   No   Yes   50.000 %






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) Healthsource Inc
293 Greystone Blvd
Columbia,SC29210
57-0938686 		HealthCare SC NA
  		C Corp 402,138 2,259,031 100.000 %
(2) Physician Practice Servics Inc
293 Greystone Blvd
Columbia,SC29210
57-1013538 		HealthCare SC HealthSource
  		C Corp      
(3) Home Care Resources Inc
293 Greystone Blvd
Columbia,SC29210
57-0938656 		HealthCare SC HealthSource
  		C Corp      
(4) Premier Practice Management Carolinas
293 Greystone Blvd
Columbia,SC29210
36-4366595 		HealthCare SC NA
  		S Corp -46,911 772,599 100.000 %
(5) Baptist Medical Facilities Inc
293 Greystone Blvd
Columbia,SC29210
57-0818162 		HealthCare SC NA
  		C Corp 0 0 100.000 %




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
Yes
 
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
 
No
f Sale of assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
Yes
 
j Lease of facilities, equipment, or other assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
Yes
 
k Performance of services or membership or fundraising solicitations for other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations by other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Sharing of facilities, equipment, mailing lists, or other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of paid employees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Reimbursement paid to other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid by other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Other transfer of cash or property to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type(a-r) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) Parkridge Surgery Center LLC

 a 394,369  
(2) Parkridge Surgery Center LLC

 d 732,622  
(3) Radiation Oncology LLC

 a 434,873  
(4) Radiation Oncology LLC

 i 291,663  
(5)
(6)
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Are all
partners
section
501(c)(3)
organizations? 		(e)
Share of
end-of-year
assets 		(f)
Disproprtionate allocations? 		(g)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065) 		(h)
General or
managing
partner?
Yes No Yes No Yes No






























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


Software ID:  
Software Version: