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

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2010
Open to Public Inspection
A For the calendar year, or tax year beginning 07-01-2010 and ending 06-30-2011
BCheck if applicable:
CName of organization
SAINT JOSEPH HEALTH SYSTEM INC
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
424 Lewis Hargett Circle
 
Room/suite
City or town, state or country, and ZIP + 4
Lexington, KY40503
D Employer identification number

61-1334601
E Telephone number

G Gross receipts $ 777,620,731
F Name and address of principal officer:
BRUCE KLOCKARS
One Saint Joseph Drive
Lexington,KY40504
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.SJHLEX.ORG
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet0928
K Form of organization:
 
L Year of formation: 1998
M State of legal domicile: KY
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: SAINT JOSEPH HEALTH SYSTEM, INC. IS A FAITH-BASED ORGANIZATION UNITED IN OUR UNWAVERING COMMITMENT TO PERSON-CENTERED CARE. FOCUSED ON QUALITY AND COLLABORATION WITH OUR COMMUNITY, WE STRIVE TO MEET OUR COMMUNITIES' HEALTH RELATED NEEDS.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) .... 3 16
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 14
5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) ... 5 6,043
6 Total number of volunteers (estimate if necessary) .... 6 810
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 890,816
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b 0
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 1,132,125 1,049,729
9 Program service revenue (Part VIII, line 2g) ......... 699,193,371 727,014,725
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 5,198,932 6,861,722
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 25,838,225 42,685,205
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 731,362,653 777,611,381
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 365,553 322,774
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) 271,326,599 300,200,219
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).... 427,557,228 465,994,178
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 699,249,380 766,517,171
19 Revenue less expenses. Subtract line 18 from line 12...... 32,113,273 11,094,210
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 713,530,972 773,959,162
21 Total liabilities (Part X, line 26)............ 337,318,794 380,892,174
22 Net assets or fund balances. Subtract line 21 from line 20 ..... 376,212,178 393,066,988
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid Preparer's Use Only Preparer's
signature
Big Right Arrow
Date
right pointing bullet image Preparer’s taxpayer identification number
(see instructions)
Firm’s name (or yours
if self-employed),
address, and ZIP + 4
Big Right Arrow




EIN right pointing bullet image
Phone no. right pointing bullet image
May the IRS discuss this return with the preparer shown above? (see instructions) .........
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2010)
Form 990 (2010)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III . . . . . . . . . .
1
Briefly describe the organization’s mission: THE ORGANIZATION'S MISSION IS TO NURTURE THE HEALING MINISTRY OF THE CHURCH BY BRINGING IT NEW LIFE, ENERGY AND VIABILITY IN THE 21ST CENTURY. FIDELITY TO THE GOSPEL URGES US TO EMPHASIZE HUMAN DIGNITY AND SOCIAL JUSTICE AS WE MOVE TOWARD THE CREATION OF HEALTHIER COMMUNITIES.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the exempt purpose achievements for each of the organization’s three largest program services by expenses.
Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 601,041,829 including grants of $ 322,774 ) (Revenue $ 726,921,647 )
SEE SCHEDULE H.
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$ 601,041,829
Form 990 (2010)
Form 990 (2010)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part II
Click to see attachment.........................
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete
Schedule D, Part I
.......................
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 II
...
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 ....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IV
...................
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 V
10
 
No
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.
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.
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
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If “Yes,” complete Schedule F, Part I.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II..
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III..
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II..........
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
Form 990 (2010)
Form 990 (2010)
Page 4
Part IV
Checklist of Required Schedules (continued)
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H..... 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 attachment
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.....
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?
......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I......
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II
...........................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If “Yes,” complete Schedule L, Part III...............
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV .........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV
................... 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..
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I
...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
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...........
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 VI
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
0
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
 
 
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
6,043
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
16
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
14
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
Yes
 
b
If “Yes,” does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? ....
10b
Yes
 
11a
Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?
11a
 
No
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Does the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ...........................
12b
Yes
 
c
Does the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this is done ....................
12c
Yes
 
13
Does the organization have a written whistleblower policy? ...............
13
Yes
 
14
Does the organization have a written document retention and destruction policy? .........
14
 
No
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line a or b, describe the process in Schedule O. (See instructions.)
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If “Yes,” has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
No
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
KY
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
Melinda Evans
One Saint Joseph Drive
Lexington,KY40504
(859) 313-1694
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) RALPH ALVARADO
MEDICAL STAFF REPRESENTATIVE
10 X           0 0 0
(2) MIKE ADES
BOARD OF DIRECTORS
2 X           0 0 0
(3) JEFF AMBURGEY
BOARD OF DIRECTORS
2 X           0 0 0
(4) JEFF BROTHER
BOARD OF DIRECTORS
2 X           0 0 0
(5) DAVID BROWN
BOARD OF DIRECTORS
2 X           0 0 0
(6) MIKE FIECHTER
CHAIR
3 X   X       0 0 0
(7) ROBERT GRANACHER
BOARD OF DIRECTORS
2 X           0 0 0
(8) LYNN HEPER
BOARD OF DIRECTORS
2 X           0 0 0
(9) BOB HEWETT
VICE CHAIR
3 X   X       0 0 0
(10) MILLER HOFFMAN
BOARD OF DIRECTORS
2 X           0 0 0
(11) MAUREEN MAXFIELD
BOARD OF DIRECTORS
2 X           0 0 0
(12) PAT RUTHERFORD
BOARD OF DIRECTORS
2 X           0 0 0
(13) MICHAEL STAHL
BOARD OF DIRECTORS
2 X           0 0 0
(14) LIZ WENDELN
SECRETARY
3 X   X       0 0 0
(15) GARY ERMERS
CHIEF FINANCIAL OFFICER
60     X       506,498 0 80,361
(16) FRANK DELZER
TREASURER
3 X   X       0 0 0
(17) EUGENE WOODS
CHIEF EXECUTIVE OFFICER
60 X   X       0 706,094 41,040
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) MICHAEL ROWAN
CHI COO
2 X           0 1,341,312 185,967
(19) BRUCE KLOCKARS
INTERIM CHIEF EXECUTIVE OFFICER
60 X   X       0 455,880 41,662
(20) ROBERT BROCK
VP FINANCE & BUSINESS DEVELOPMENT
60       X     256,458 0 29,613
(21) EDWARD CARTHEW
CHIEF HUMAN RESOURCES OFFICER
60       X     344,041 0 53,085
(22) VIRGINIA DEMPSEY
PRESIDENT-LONDON
60       X     411,294 0 60,053
(23) MELINDA EVANS
VP FINANCE/SJHS CAO
60       X     241,506 0 23,978
(24) GREG GERARD
PRESIDENT-BEREA & INTERIM PRESIDENT SJMS
60       X     250,222 0 45,984
(25) ERIC GILLIAM
ADMINISTRATOR
60       X     195,549 0 35,301
(26) PEGGY GREEN
COO/CNO-LONDON
60       X     226,698 0 25,355
(27) KEN HAYNES
PRESIDENT-SJH
60       X     543,071 0 80,419
(28) CARMEL JONES
COO/VP FINANCE
60       X     22,410 178,445 36,587
(29) CHRISTINE MAYS
COO/CNE
60       X     301,636 0 46,006
(30) MARK STREETY
CHIEF INNOVATION OFFICER
60       X     382,171 0 67,400
(31) KATHY STUMBO
PRESIDENT-MARTIN
60       X     234,201 0 60,601
(32) DANIEL VARGA
CHIEF MEDICAL OFFICER
60       X     557,731 0 76,439
(33) CARLA WALTER
CORP RESP & PRIVACY OFFICER
60       X     165,262 0 29,425
(34) SATHYENDRA MYSORE
ANESTHESIOLOGIST
60         X   583,222 0 43,582
(35) JEFFREY MILAM
ANESTHESIOLOGIST
60         X   524,880 0 35,930
(36) SHAILESH BHOPATKAR
ANESTHESIOLOGIST
60         X   470,119 0 42,836
(37) AMJAD ALI
HOSPITALIST PHYSICIAN
60         X   385,084 0 43,086
(38) JAMES SHOPTAW
CARDIOVASCULAR SURGEON
60         X   366,741 0 38,732
(39) PATRICK ROMANO
FORMER PRESIDENT-SJMS
0           X 122,618 0 17,577
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 7,091,412 2,681,731 1,241,019
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet155
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
BRASFIELD & GORRIE
PO BOX 11407
BIRMINGHAM,AL352460351
GENERAL CONTRACTOR 16,727,901
ANESTHESIA ASSOCIATES
PO BOX 23261
LEXINGTON,KY405023400
ANESTHESIA SERVICES 3,451,634
EAGLE HOSPITAL PHYSICIANS
5901C PEACHTREE DUNWOODY RD STE 350
ATLANTA,GA30328
HOSPITALISTS 2,476,143
LOGAN'S HEALTHCARE INC
PO BOX 643958
CINCINNATI,OH452643958
LAUNDRY & LINEN SERVICES 2,431,533
DOCUMENTATION SERVICES GROUP
10161 CENTURION PKWY SUITE 170
JACKSONVILLE,FL32256
MED TRANSCRIPTION 2,164,334
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization MediumBullet58
Form 990 (2010)
Form 990 (2010)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, gifts, grants and other similar amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d 957,823
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above
1f
91,906
g Noncash contributions included in lines 1a-1f:$  
h Total. Add lines 1a-1f.......MediumBullet 1,049,729
 Program Service Revenue Business Code
2a PATIENT SERVICES 900,099 719,517,821 719,424,743 93,078  
b RENTAL INCOME 532,000 3,999,925 3,842,655 157,270  
c EQUITY CHANGES OF UNCONSOLIDATED ORGS 900,099 2,155,217 2,213,793 -58,576  
d MEDICAL SERVICES 900,099 1,199,808 1,199,808    
e REIMBURSEMENT OF EXPENSES 900,099 111,859 111,859    
f All other program service revenue . 30,095 30,095 0 0
g Total. Add lines 2a–2f........MediumBullet 727,014,725
 Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 2,203,335   7,259 2,196,076
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties............MediumBullet 0      
(i) Real (ii) Personal
6a Gross Rents    
b Less: rental expenses    
c Rental income or (loss) 0 0
d Net rental income or (loss).......MediumBullet 0      
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 4,662,237 5,500
b Less: cost or other basis and sales expenses   9,350
c Gain or (loss) 4,662,237 -3,850
d Net gain or (loss)..........MediumBullet 4,658,387     4,658,387
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 INTERCOMPANY TRANSACTIONS 900,099 35,844,389     35,844,389
b CAFETERIA 722,100 3,352,194   331,358 3,020,836
c LABORATORY SERVICES 621,500 1,483,418   30,066 1,453,352
d All other revenue .... 2,005,204 0 330,361 1,674,843
e Total. Add lines 11a–11d ......MediumBullet 42,685,205
12 Total revenue. See Instructions....MediumBullet 777,611,381 726,822,953 890,816 48,847,883
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 21 322,774 322,774
2 Grants and other assistance to individuals in the U.S. See Part IV, line 22 0  
3 Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 5,156,170   5,156,170  
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 230,396,082 146,042,396 84,353,686  
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .... 12,908,645 9,810,570 3,098,075  
9 Other employee benefits ....... 34,760,988 26,070,741 8,690,247  
10 Payroll taxes ........... 16,978,334 12,733,758 4,244,576  
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 55,515   55,515  
c Accounting ........... 90,320   90,320  
d Lobbying ........... 0      
e Professional fundraising. See Part IV, line 17.. 0  
f Investment management fees ...... 0      
g Other .......... 98,143,877 88,316,989 9,826,888  
12 Advertising and promotion .... 0      
13 Office expenses ....... 165,145,041 153,584,888 11,560,153  
14 Information technology ...... 0      
15 Royalties .. 0      
16 Occupancy ........... 12,912,718 10,975,810 1,936,908  
17 Travel ............ 1,000,363 560,203 440,160  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 101,093 24,262 76,831  
20 Interest ........... 11,125,852 11,125,852    
21 Payments to affiliates ....... 14,376,969   14,376,969  
22 Depreciation, depletion, and amortization ..... 39,092,051 17,591,423 21,500,628  
23 Insurance .............. 6,821,572 6,753,356 68,216  
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 UNRELATED BUSINESS TAXES 16,266 16,266    
b BAD DEBTS 65,411,113 65,411,113    
c INTERCOMPANY ALLOCATIONS 26,197,194 26,197,194    
d KENTUCKY STATE PROVIDER TAX 11,484,158 11,484,158    
e REPAIRS & MAINTENANCE 4,460,049 4,460,049    
f All other expenses 9,560,027 9,560,027 0 0
25 Total functional expenses. Add lines 1 through 24f 766,517,171 601,041,829 165,475,342 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
0      
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 .......... 879,326 1 113,782
2 Savings and temporary cash investments ....... 47,181,397 2 48,531,721
3 Pledges and grants receivable, net .........   3  
4 Accounts receivable, net ......... 121,011,667 4 124,269,730
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 ............. 321,319 7 245,032
8 Inventories for sale or use .............. 9,820,894 8 10,136,054
9 Prepaid expenses and deferred charges ............ 1,561,307 9 1,852,583
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 786,126,085
b Less: accumulated depreciation. ..... 10b 321,804,851 424,342,806 10c 464,321,234
11 Investments—publicly traded securities .......... 3,581,550 11 2,153,128
12 Investments—other securities. See Part IV, line 11 ...... 96,925,055 12 111,475,893
13 Investments—program-related. See Part IV, line 11 .. 0 13 0
14 Intangible assets ......... 6,390,840 14 7,607,585
15 Other assets. See Part IV, line 11 ........... 1,514,811 15 3,252,420
16 Total assets. Add lines 1 through 15 (must equal line 34)... 713,530,972 16 773,959,162
Liabilities 17 Accounts payable and accrued expenses . 91,784,132 17 94,926,938
18 Grants payable ..........   18  
19 Deferred revenue .......... 1,683,177 19 2,208,951
20 Tax-exempt bond liabilities ..........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties .. 16,943 23 0
24 Unsecured notes and loans payable to unrelated third parties .... 0 24 0
25 Other liabilities. Complete Part X of Schedule D..... 243,834,542 25 283,756,285
26 Total liabilities. Add lines 17 through 25..... 337,318,794 26 380,892,174
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 ..... 375,355,542 27 392,975,365
28 Temporarily restricted net assets ..... 856,636 28 91,623
29 Permanently restricted net assets .....   29  
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 376,212,178 33 393,066,988
34 Total liabilities and net assets/fund balances ..... 713,530,972 34 773,959,162
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
777,611,381
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
766,517,171
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
11,094,210
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
376,212,178
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
5,760,600
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
393,066,988
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII . . . . . . . . . .
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?..
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
...........................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
 
No
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
 
 
Form 990 (2010)
Additional Data


Software ID: 10000128
Software Version: v2010.1.0
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
SAINT JOSEPH HEALTH SYSTEM INC
 
Employer identification number

61-1334601
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: 10000128
Software Version: v2010.1.0
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
SAINT JOSEPH HEALTH SYSTEM INC
 
Employer identification number

61-1334601
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
SAINT JOSEPH HEALTH SYSTEM INC
 
Employer identification number

61-1334601
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
SAINT JOSEPH HEALTH SYSTEM INC
 
Employer identification number

61-1334601
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
SAINT JOSEPH HEALTH SYSTEM INC
 
Employer identification number

61-1334601
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: 10000128
Software Version: v2010.1.0
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
SAINT JOSEPH HEALTH SYSTEM INC
 
Employer identification number

61-1334601
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)? ....
Yes
 
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? .......................
Yes
 
8,247
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
40,000
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? If "Yes," describe in Part IV ..........................
 
No
 
j
Total. lines 1c through 1i ...................................
48,247
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carryover lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) if BOTH Part III-A, lines 1 and 2 are answered “No” OR if Part III-A, line 3 is answered “Yes”.
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) non-deductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ...........................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; and Part ll-B, line 1i.
Also, complete this part for any additional information.
Identifier Return Reference Explanation
EXPLANATION OF LOBBYING ACTIVITIES SCHEDULE C, PART II-B LINE 1B AND 1G: SAINT JOSEPH HEALTH SYSTEM (SJHS) HAS CONTRACTED WITH GENE HUFF FOR SERVICES INCLUDING LOBBYING ACTIVITIES ON BEHALF OF SJHS IN CONNECTION WITH KENTUCKY LEGISLATION THAT IS OF INTEREST TO THE HOSPITALS. HE ALSO MONITORS STATE LEGISLATIVE DEVELOPMENTS AND REPORTS TO SJHS ANY DEVELOPMENTS OR POTENTIAL DEVELOPMENTS THAT HE BECOMES AWARE OF THAT COULD AFFECT SJHS. IN ADDITION, OUTSIDE LEGAL COUNSEL PERFORMED LOBBYING ACTIVITIES ON BEHALF OF SJHS. LINE 1F: DUES WERE PAID TO AMERICAN HOSPITAL ASSOCIATION (AHA) AND CATHOLIC HOSPITAL ASSOCIATION (CHA) AND A PORTION OF THOSE DUES WERE USED FOR LOBBYING. THE AMOUNTS THAT ARE ALLOCATED TO LOBBYING ARE: AHA - $2,058 AND CHA - $6,189.
Schedule C (Form 990 or 990EZ) 2010

Additional Data


Software ID: 10000128
Software Version: v2010.1.0

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
SAINT JOSEPH HEALTH SYSTEM INC
 
Employer identification number

61-1334601
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit. ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a–2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06 ........ 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the taxable year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2010

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

Yes
No
(i) unrelated organizations ........................
3a(i)
 
 
(ii) related organizations ........................
3a(ii)
 
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Investments—Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of investment (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   17,135,233 17,135,233
b Buildings ................   455,056,660 162,936,332 292,120,328
c Leasehold improvements ............   4,971,705 3,771,598 1,200,107
d Equipment ................   239,004,174 153,184,346 85,819,828
e Other .................   69,958,313 1,912,575 68,045,738
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet 464,321,234
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 0  
(2)Closely-held equity interests 0  
(3)Other
(A) CHI OIP - FIXED INCOME
53,001,073 F

(B) CHI OIP - EQUITY SECURITIES
58,474,820 F







Total. (Column (b) should equal Form 990, Part X, col.(B) line 12.)Small Bullet 111,475,893
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
INTERCOMPANY PAYABLE - CHI DEBT PROGRAM 283,273,466
ENVIRONMENTAL REMEDIATION 260,739
PROFESSIONAL STAFF FUND 167,041
SPECIAL PROGRAMS PAYABLE 51,949
CHECK CLEARING 3,090




Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet 283,756,285
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) .................... 1 777,611,381
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2 766,506,183
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3 11,105,198
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 0
9 Total adjustments (net). Add lines 4 - 8 ............................. 9 0
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10 11,105,198
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 0
e Add lines 2a through 2d ..................... 2e 0
3 Subtract line 2e from line 1..................... 3 0
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 0
c Add lines 4a and 4b....................... 4c 0
5 Total Revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) ...... 5 0
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 0
e Add lines 2a through 2d...................... 2e 0
3 Subtract line 2e from line 1..................... 3 0
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 0
c Add lines 4a and 4b....................... 4c 0
5 Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part I, line 18.) ...... 5 0
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
FIN 48 (ASC 740) footnote Schedule D, Part X, Line 2 SAINT JOSEPH HEALTH SYSTEM'S FINANCIAL INFORMATION IS INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF CATHOLIC HEALTH INITIATIVES (CHI), A RELATED ORGANIZATION. CHI'S FIN 48 (ASC 740) FOOTNOTE FOR THE YEAR ENDED JUNE 30, 2011 READS AS FOLLOWS: "CHI IS A TAX-EXEMPT COLORADO CORPORATION AND HAS BEEN GRANTED AN EXEMPTION FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. CHI OWNS CERTAIN TAXABLE SUBSIDIARIES AND ENGAGES IN CERTAIN ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSE AND THEREFORE SUBJECT TO INCOME TAX. AS OF JUNE 30, 2011, CHI HAS CURRENT NET DEFERRED TAX ASSETS OF $2.1 MILLION AND A NONCURRENT NET DEFERRED TAX LIABILITY OF $5.4 MILLION RELATED TO THESE TAXABLE ACTIVITIES. MANAGEMENT REVIEWS ITS TAX POSITIONS ANNUALLY AND HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS."
Schedule D (Form 990) 2010

Additional Data


Software ID: 10000128
Software Version: v2010.1.0




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
SAINT JOSEPH HEALTH SYSTEM INC
 
Employer identification number

61-1334601
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
 
No
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
 
No
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) ..
  71,626 43,078,694 0 43,078,694 6.140 %
b Unreimbursed Medicaid (from
Worksheet 3, column a) .
    71,807,997 52,468,056 19,339,941 2.760 %
c Unreimbursed costs—other means-tested government programs (from Worksheet 3, column b) ....     11,448,607 0 11,448,607 1.630 %
dTotal Charity Care and
Means-Tested Government Programs .....
0 71,626 126,335,298 52,468,056 73,867,242 10.530 %
Other Benefits
e Community health improvement
services and community
benefit operations (from
(Worksheet 4) ....
40 19,391 702,124 22,239 679,885 0.100 %
f Health professions education
(from Worksheet 5) ..
11 222 797,975 5,588 792,387 0.110 %
g Subsidized health services
(from Worksheet 6) ..
2 11 377,461 176,830 200,631 0.030 %
h Research (from Worksheet 7)     0   0 0 %
i Cash and in-kind contributions
to community groups
(from Worksheet 8) ..
26 7,666 374,058 0 374,058 0.050 %
jTotal Other Benefits ... 79 27,290 2,251,618 204,657 2,046,961 0.290 %
kTotal. Add lines 7d and 7j. .. 79 98,916 128,586,916 52,672,713 75,914,203 10.820 %
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 1 30 210   210 0 %
2 Economic development         0 0 %
3 Community support 1   300   300 0 %
4 Environmental improvements         0 0 %
5 Leadership development and training for community members 1 16 1,000   1,000 0 %
6 Coalition building 1 991 7,803   7,803 0 %
7 Community health improvement advocacy 3 500 2,596   2,596 0 %
8 Workforce development         0 0 %
9 Other 3 31 76,775 210 76,565 0.010 %
10 Total 10 1,568 88,684 210 88,474 0.010 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Does the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense (at cost).....
2
28,888,873
3
Enter the estimated amount of the organization's bad debt expense (at cost) attributable to patients eligible under the organization's charity care policy ..
3
0
4
Provide in Part VI the text of the footnote to the organization's financial statements that describes bad debt expense. In addition, describe the costing methodology used in determining the amounts reported on lines 2 and 3, and rationale for including a portion of bad debt amounts as community benefit.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
205,168,773
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
264,892,943
7
Subtract line 6 from line 5. This is the surplus or (shortfall)........
7
-59,724,170
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 %
1
2
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?7
Name and address
Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital Research Facility ER-24Hours ER-Other Other (Describe)
1 SAINT JOSEPH HOSPITAL
ONE SAINT JOSEPH DRIVE
LEXINGTON,KY40504
X X         X    
2 SAINT JOSEPH EAST
150 NORTH EAGLE CREEK DRIVE
LEXINGTON,KY40509
X X         X    
3 SAINT JOSEPH JESSAMINE
1250 KEENE ROAD
NICHOLASVILLE,KY40356
            X   AMBULATORY CARE CENTER
4 SAINT JOSEPH - MOUNT STERLING
225 FALCON DRIVE
MOUNT STERLING,KY40353
X X         X    
5 SAINT JOSEPH - BEREA
305 ESTILL STREET
BEREA,KY40403
X X     X   X    
6 SAINT JOSEPH - LONDON
1001 ST JOSEPH LANE
LONDON,KY40741
X X         X    
7 SAINT JOSEPH - MARTIN
11203 MAIN STREET
MARTIN,KY41649
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:  
Line Number of Hospital Facility (from Schedule H, Part V, Section A):  

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?  
Name and address Type of Facility (Describe)
1
2
3
4
5
6
7
8
9
10
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
Eligibility criteria for free or discounted care Schedule H, Part I, Line 3c WHEN CATHOLIC HEALTH INITIATIVES (THE ULTIMATE PARENT ORGANIZATION TO SAINT JOSEPH HEALTH SYSTEM, INC.) ESTABLISHED ITS FINANCIAL ASSISTANCE POLICY, IT WAS DETERMINED THAT ESTABLISHING A HOUSEHOLD INCOME SCALE BASED ON THE HUD VERY LOW INCOME GUIDELINES MORE ACCURATELY REFLECTS THE SOCIOECONOMIC DISPERSIONS AMONG THE 69 URBAN AND RURAL COMMUNITIES IN 19 STATES SERVED BY CHI HOSPITALS AND HEALTH CARE FACILITIES. SAINT JOSEPH HEALTH SYSTEM, INC. BASES ITS FINANCIAL ASSISTANCE ELIGIBILITY ON HUD'S 130% OF VERY LOW INCOME GUIDELINES BASED ON GEOGRAPHY, AND AFFORDS THE UNINSURED AND UNDERINSURED THE ABILITY TO OBTAIN FINANCIAL ASSISTANCE WRITE-OFFS, BASED ON A SLIDING SCALE, RANGING FROM 25%-100% OF CHARGES. AN INDIVIDUAL'S INCOME UNDER THE HUD GUIDELINES IS A SIGNIFICANT FACTOR IN DETERMINING ELIGIBILITY FOR FINANCIAL ASSISTANCE. HOWEVER, IN DETERMINING WHETHER TO EXTEND DISCOUNTED OR FREE CARE TO A PATIENT, THE PATIENT'S ASSETS MAY ALSO BE TAKEN INTO CONSIDERATION. FOR EXAMPLE, A PATIENT SUFFERING A CATASTROPHIC ILLNESS MAY HAVE A REASONABLE LEVEL OF INCOME, BUT A LOW LEVEL OF LIQUID ASSETS SUCH THAT THE PAYMENT OF MEDICAL BILLS WOULD BE SERIOUSLY DETRIMENTAL TO THE PATIENT'S BASIC FINANCIAL (AND ULTIMATELY PHYSICAL) WELL-BEING AND SURVIVAL. SUCH A PATIENT MAY BE EXTENDED DISCOUNTED OR FREE CARE BASED UPON THE FACTS AND CIRCUMSTANCES.
Bad Debt Expense excluded from financial assistance calculation Schedule H, Part I, Line 7, column(f) 65,411,113
Costing Methodology used to calculate financial assistance Schedule H, Part I, Line 7 A COST ACCOUNTING SYSTEM WAS NOT USED TO COMPUTE AMOUNTS IN THE TABLE; RATHER COSTS IN THE TABLE WERE COMPUTED USING WORKSHEET 2 TO COMPUTE THE COST-TO-CHARGE RATIO. THE COST-TO-CHARGE RATIO COVERS ALL PATIENT SEGMENTS. WORKSHEET 2 WAS UTILIZED TO COMPUTE THE COST-TO-CHARGE RATIO FOR THE YEAR ENDED 6/30/11 USING THE FOLLOWING FORMULA: OPERATING EXPENSE (LESS NON-PATIENT CARE ACTIVITIES, MEDICARE PROVIDER TAXES, COMMUNITY BENEFIT EXPENSE AND COMMUNITY BUILDING EXPENSE) DIVIDED BY GROSS PATIENT REVENUE (LESS GROSS CHARGES FOR COMMUNITY BENEFIT PROGRAMS).
Bad debt expense - financial statement footnote Schedule H, Part III, Line 4 THE COSTING METHODOLOGY FOR AMOUNTS REPORTED ON LINE 2 IS DETERMINED USING THE ORGANIZATION'S COST/CHARGE RATIO OF 42.73%. WHEN DISCOUNTS ARE EXTENDED TO SELF-PAY PATIENTS, THESE PATIENT ACCOUNT DISCOUNTS ARE RECORDED AS A REDUCTION IN REVENUE, NOT AS BAD DEBT EXPENSE. SAINT JOSEPH HEALTH SYSTEM, INC. DOES NOT BELIEVE THAT ANY PORTION OF BAD DEBT EXPENSE COULD REASONABLY BE ATTRIBUTED TO PATIENTS WHO QUALIFY FOR FINANCIAL ASSISTANCE SINCE AMOUNTS DUE FROM THOSE INDIVIDUALS' ACCOUNTS WILL BE RECLASSIFIED FROM BAD DEBT EXPENSE TO CHARITY CARE WITHIN 30 DAYS FOLLOWING THE DATE THAT THE PATIENT IS DETERMINED TO QUALIFY FOR CHARITY CARE. SAINT JOSEPH HEALTH SYSTEM, INC. DOES NOT ISSUE SEPARATE COMPANY AUDITED FINANCIAL STATEMENTS. HOWEVER, THE ORGANIZATION IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF CATHOLIC HEALTH INITIATIVES. THE CONSOLIDATED FOOTNOTE READS AS FOLLOWS: "THE PROVISION FOR BAD DEBTS IS BASED UPON MANAGEMENT'S ASSESSMENT OF HISTORICAL AND EXPECTED NET COLLECTIONS CONSIDERING HISTORICAL BUSINESS AND ECONOMIC CONDITIONS, TRENDS IN HEALTH CARE COVERAGE, AND OTHER COLLECTION INDICATORS. MANAGEMENT ROUTINELY ASSESSES THE ADEQUACY OF THE ALLOWANCES FOR UNCOLLECTIBLE ACCOUNTS BASED UPON HISTORICAL WRITE-OFF EXPERIENCE BY PAYOR CATEGORY. THE RESULTS OF THESE REVIEWS ARE USED TO MODIFY, AS NECESSARY, THE PROVISION FOR BAD DEBTS AND TO ESTABLISH APPROPRIATE ALLOWANCES FOR UNCOLLECTIBLE NET PATIENT ACCOUNTS RECEIVABLE. AFTER SATISFACTION OF AMOUNTS DUE FROM INSURANCE, CHI FOLLOWS ESTABLISHED GUIDELINES FOR PLACING CERTAIN PATIENT BALANCES WITH COLLECTION AGENCIES, SUBJECT TO THE TERMS OF CERTAIN RESTRICTIONS ON COLLECTION EFFORTS AS DETERMINED BY EACH FACILITY."
Community benefit & methodology for determining medicare costs Schedule H, Part III, Line 8 USING ESSENTIALLY THE SAME MEDICARE COST REPORT PRINCIPLES AS TO THE ALLOCATION OF GENERAL SERVICES COSTS AND "APPORTIONMENT" METHODS, THE "CHI WORKBOOK" CALCULATES A PAYERS' GROSS ALLOWABLE COSTS BY SERVICE (SO AS TO FACILITATE A CORRESPONDING COMPARISON BETWEEN GROSS ALLOWABLE COSTS AND ULTIMATE PAYMENTS RECEIVED). THE TERM "GROSS ALLOWABLE COSTS" MEANS COSTS BEFORE ANY DEDUCTIBLES OR CO-INSURANCE ARE SUBTRACTED. SAINT JOSEPH HEALTH SYSTEM, INC.'S ULTIMATE REIMBURSEMENT WILL BE REDUCED BY ANY APPLICABLE COPAYMENT/ DEDUCTIBLE, WITH THE EXCEPTION OF SAINT JOSEPH BEREA AND SAINT JOSEPH MARTIN, WHICH ARE CRITICAL ACCESS HOSPITALS. WHERE MEDICARE IS THE SECONDARY INSURER, AMOUNTS DUE FROM THE INSURED'S PRIMARY PAYER WERE NOT SUBTRACTED FROM MEDICARE ALLOWABLE COSTS BECAUSE THE AMOUNTS ARE TYPICALLY IMMATERIAL. BOTH SAINT JOSEPH BEREA AND SAINT JOSEPH MARTIN ARE DESIGNATED AS A CRITICAL ACCESS HOSPITAL ("CAH"). CAHS ARE RURAL COMMUNITY HOSPITALS THAT ARE CERTIFIED TO RECEIVE COST-BASED REIMBURSEMENT FROM MEDICARE. THE REIMBURSEMENT THAT CAHS RECEIVE IS INTENDED TO IMPROVE THEIR FINANCIAL PERFORMANCE AND THEREBY REDUCE HOSPITAL CLOSURES. CAHS ARE CERTIFIED UNDER A DIFFERENT SET OF MEDICARE CONDITIONS OF PARTICIPATION (COP). SHORTFALLS ARE CREATED WHEN A FACILITY RECEIVES PAYMENTS THAT ARE LESS THAN THE COSTS OF CARING FOR PROGRAM BENEFICIARIES. BECAUSE SHORTFALLS ARE BASED ON COSTS, NOT CHARGES, SAINT JOSEPH BEREA AND SAINT JOSEPH MARTIN, DUE TO THEIR DESIGNATION AS A CAH, RECEIVED COST-BASED REIMBURSEMENT FOR MEDICARE PURPOSES, SAINT JOSEPH BEREA AND SAINT JOSEPH MARTIN WILL NOT EXPERIENCE MEDICARE RELATED SHORTFALLS. SAINT JOSEPH HEALTH SYSTEM, INC. BELIEVES THAT EXCLUDING MEDICARE LOSSES FROM COMMUNITY BENEFIT MAKES THE OVERALL COMMUNITY BENEFIT REPORT MORE CREDIBLE FOR THESE REASONS: UNLIKE SUBSIDIZED AREAS SUCH AS BURN UNITS OR BEHAVIORAL-HEALTH SERVICES, MEDICARE IS NOT A DIFFERENTIATING FEATURE OF TAX-EXEMPT HEALTH CARE ORGANIZATIONS. IN FACT, FOR-PROFIT HOSPITALS FOCUS ON ATTRACTING PATIENTS WITH MEDICARE COVERAGE, ESPECIALLY IN THE CASE OF WELL-PAID SERVICES THAT INCLUDE CARDIOLOGY AND ORTHOPEDICS. SIGNIFICANT EFFORT AND RESOURCES ARE DEVOTED TO ENSURING THAT HOSPITALS ARE REIMBURSED APPROPRIATELY BY THE MEDICARE PROGRAM. THE MEDICARE PAYMENT ADVISORY COMMISSION (MEDPAC), AN INDEPENDENT CONGRESSIONAL AGENCY, CAREFULLY STUDIES MEDICARE PAYMENT AND THE ACCESS TO CARE THAT MEDICARE BENEFICIARIES RECEIVE. THE COMMISSION RECOMMENDS PAYMENT ADJUSTMENTS TO CONGRESS ACCORDINGLY. THOUGH MEDICARE LOSSES ARE NOT INCLUDED BY CATHOLIC HOSPITALS AS COMMUNITY BENEFIT, THE CATHOLIC HEALTH ASSOCIATION GUIDELINES ALLOW HOSPITALS TO COUNT AS COMMUNITY BENEFIT SOME PROGRAMS THAT SPECIFICALLY SERVE THE MEDICARE POPULATION. FOR INSTANCE, IF HOSPITALS OPERATE PROGRAMS FOR PATIENTS WITH MEDICARE BENEFITS THAT RESPOND TO IDENTIFIED COMMUNITY NEEDS, GENERATE LOSSES FOR THE HOSPITAL, AND MEET OTHER CRITERIA, THESE PROGRAMS CAN BE INCLUDED IN THE CHA FRAMEWORK IN CATEGORY C AS "SUBSIDIZED HEALTH SERVICES." MEDICARE LOSSES ARE DIFFERENT FROM MEDICAID LOSSES, WHICH ARE COUNTED IN THE CHA COMMUNITY BENEFIT FRAMEWORK, BECAUSE MEDICAID REIMBURSEMENTS GENERALLY DO NOT RECEIVE THE LEVEL OF ATTENTION PAID TO MEDICARE REIMBURSEMENT. MEDICAID PAYMENT IS LARGELY DRIVEN BY WHAT STATES CAN AFFORD TO PAY, AND IS TYPICALLY SUBSTANTIALLY LESS THAN WHAT MEDICARE PAYS.
Collection practices for patients eligible for financial assistance Schedule H, Part III, Line 9b SAINT JOSEPH HEALTH SYSTEM, INC.'S (SJHS) DEBT COLLECTION POLICY PROVIDES THAT SJHS WILL PERFORM A REASONABLE REVIEW OF EACH INPATIENT ACCOUNT PRIOR TO TURNING AN ACCOUNT OVER TO A THIRD-PARTY COLLECTION AGENT AND PRIOR TO INSTITUTING ANY LEGAL ACTION FOR NON-PAYMENT, TO ASSURE THAT THE PATIENT AND PATIENT GUARANTOR ARE NOT ELIGIBLE FOR ANY ASSISTANCE PROGRAM (E.G. MEDICAID) AND DO NOT QUALIFY FOR COVERAGE THROUGH SJHS' COMMUNITY ASSISTANCE POLICY. AFTER HAVING BEEN TURNED OVER TO A THIRD-PARTY COLLECTION AGENT, ANY PATIENT ACCOUNT THAT IS SUBSEQUENTLY DETERMINED TO MEET THE SJHS' COMMUNITY ASSISTANCE POLICY IS REQUIRED TO BE RETURNED IMMEDIATELY BY THE THIRD-PARTY COLLECTION AGENT TO SJHS FOR APPROPRIATE FOLLOW-UP. SAINT JOSEPH HEALTH SYSTEM, INC. REQUIRES ITS THIRD-PARTY COLLECTION AGENTS TO INCLUDE A MESSAGE ON ALL STATEMENTS INDICATING THAT IF A PATIENT OR PATIENT GUARANTOR MEETS CERTAIN STIPULATED INCOME REQUIREMENTS, THE PATIENT OR PATIENT GUARANTOR MAY BE ELIGIBLE FOR FINANCIAL ASSISTANCE. ALL OF CATHOLIC HEALTH INITIATIVES' HOSPITALS' CONTRACTS WITH THIRD PARTY COLLECTION AGENCIES INCLUDE THE FOLLOWING STANDARDS: * NEITHER CHI HOSPITALS NOR THEIR COLLECTION AGENCIES WILL REQUEST BENCH OR ARREST WARRANTS AS A RESULT OF NON-PAYMENT; * NEITHER CHI HOSPITALS NOR THEIR COLLECTION AGENCIES WILL SEEK LIENS THAT WOULD REQUIRE THE SALE OR FORECLOSURE OF A PRIMARY RESIDENCE; AND * NO CATHOLIC HEALTH INITIATIVES' COLLECTION AGENCY MAY SEEK COURT ACTION WITHOUT HOSPITAL APPROVAL. FINALLY, COLLECTION AGENCIES ARE TRAINED ON THE CATHOLIC HEALTH INITIATIVES MISSION, CORE VALUES AND STANDARD OF CONDUCT TO MAKE SURE ALL PATIENTS ARE TREATED WITH DIGNITY AND RESPECT.
Patient education of eligibility for assistance. Schedule H, Part VI, Line 3 SAINT JOSEPH HEALTH SYSTEM, INC. (SJHS) INCLUDES INFORMATION CONCERNING ITS FINANCIAL ASSISTANCE POLICY ON ITS WEBSITE. IN ADDITION, SJHS PROMINENTLY DISPLAYS ITS FINANCIAL ASSISTANCE POLICY IN BOTH ENGLISH AND SPANISH IN OBVIOUS LOCATIONS THROUGHOUT THE HOSPITALS, INCLUDING THE EMERGENCY ROOMS AND OTHER PATIENT INTAKE AREAS, AS WELL AS IN SJHS' OUTPATIENT FACILITIES. IN ADDITION, SJHS REGISTRATION CLERKS ARE TRAINED TO PROVIDE CONSULTATION TO THOSE WHO HAVE NO INSURANCE OR POTENTIALLY INADEQUATE INSURANCE CONCERNING THEIR FINANCIAL OPTIONS INCLUDING APPLICATION FOR MEDICAID AND FOR FINANCIAL ASSISTANCE UNDER SJHS' FINANCIAL ASSISTANCE POLICY. UPON REGISTRATION (AND ONCE ALL EMTALA REQUIREMENTS ARE MET), PATIENTS WHO ARE IDENTIFIED AS UNINSURED (AND NOT COVERED BY MEDICARE OR MEDICAID) ARE PROVIDED WITH A PACKET OF INFORMATION THAT ADDRESSES THE FINANCIAL ASSISTANCE POLICY AND PROCEDURES INCLUDING AN APPLICATION FOR ASSISTANCE. SJHS' REGISTRATION CLERKS READ THE ORGANIZATION'S MEDICAL ASSISTANCE POLICY TO THOSE WHO APPEAR TO BE INCAPABLE OF READING, AND PROVIDE TRANSLATORS FOR NON ENGLISH-SPEAKING INDIVIDUALS. SJHS' STAFF WILL ALSO ASSIST THE PATIENT/GUARANTOR WITH APPLYING FOR OTHER AVAILABLE COVERAGE (SUCH AS MEDICAID), IF NECESSARY. COUNSELORS ASSIST MEDICARE ELIGIBLE PATIENTS IN ENROLLMENT BY PROVIDING REFERRALS TO THE APPROPRIATE GOVERNMENT AGENCIES.
Affiliated health care system Schedule H, Part VI, Line 6 SAINT JOSEPH HEALTH SYSTEM, INC. ALONG WITH ITS AFFILIATED OUTPATIENT FACILITIES ARE PART OF CATHOLIC HEALTH INITIATIVES. CATHOLIC HEALTH INITIATIVES (CHI) IS A NATIONAL FAITH-BASED NONPROFIT HEALTH CARE ORGANIZATION WITH HEADQUARTERS IN ENGLEWOOD, COLORADO. CHI'S EXEMPT PURPOSE IS TO SERVE AS AN INTEGRAL PART OF ITS NATIONAL SYSTEM OF HOSPITALS AND OTHER CHARITABLE ENTITIES, WHICH ARE DESCRIBED AS MARKET-BASED ORGANIZATIONS, OR MBOS. AN MBO IS A DIRECT PROVIDER OF CARE OR SERVICES WITHIN A DEFINED MARKET AREA THAT MAY BE AN INTEGRATED HEALTH SYSTEM AND/OR A STAND-ALONE HOSPITAL OR OTHER FACILITY OR SERVICE PROVIDER. CHI SERVES AS THE PARENT CORPORATION OF ITS MBOS WHICH ARE COMPRISED OF 73 HOSPITALS; 40 LONG-TERM CARE, ASSISTED- AND RESIDENTIAL-LIVING FACILITIES; TWO COMMUNITY HEALTH-SERVICES ORGANIZATIONS; TWO ACCREDITED NURSING COLLEGES; AND HOME HEALTH AGENCIES. TOGETHER, THESE FACILITIES PROVIDED $612 MILLION IN CHARITY CARE AND COMMUNITY BENEFIT IN THE 2011 FISCAL YEAR, INCLUDING SERVICES FOR THE POOR, FREE CLINICS, EDUCATION AND RESEARCH. CHI PROVIDES STRATEGIC PLANNING AND MANAGEMENT SERVICES AS WELL AS CENTRALIZED "SHARED SERVICES" FOR THE MBOS. THE PROVISION OF CENTRALIZED MANAGEMENT AND SHARED SERVICES - INCLUDING AREAS SUCH AS ACCOUNTING, HUMAN RESOURCES, PAYROLL AND SUPPLY CHAIN -- PROVIDES ECONOMIES OF SCALE AND PURCHASING POWER TO THE MBOS. THE COST SAVINGS ACHIEVED THROUGH CHI'S CENTRALIZATION ENABLE MBOS TO DEDICATE ADDITIONAL RESOURCES TO HIGH-QUALITY HEALTH CARE AND COMMUNITY OUTREACH SERVICES TO THE MOST VULNERABLE MEMBERS OF OUR SOCIETY. SAINT JOSEPH HEALTH SYSTEM, INC. OPERATES WITH ITS WHOLLY OWNED AFFILIATES AND COMMUNITY PARTNERS, ALONG WITH ITS FUNDRAISING ARM, THE SJHS' FOUNDATIONS, TO SERVE THE HEALTH CARE NEEDS OF THE KENTUCKY COMMUNITIES WE SERVE.
State filing of community benefit report Schedule H, Part VI, Line 7 KY
NEEDS ASSESSMENT AND COMMUNITY INFORMATION SCHEDULE H, PART VI, LINES 1,2,4 AND 5 SAINT JOSEPH HEALTH SYSTEM (SJHS) INCLUDES SAINT JOSEPH LEXINGTON, WHICH INCLUDES SAINT JOSEPH HOSPITAL, SAINT JOSEPH EAST, AND SAINT JOSEPH JESSAMINE RJ CORMAN AMBULATORY CARE CENTER, SAINT JOSEPH LONDON, SAINT JOSEPH BEREA, SAINT JOSEPH MARTIN, SAINT JOSEPH MOUNT STERLING, AND FLAGET MEMORIAL HOSPITAL. FOR TAX REPORTING PURPOSES, FLAGET MEMORIAL HOSPITAL IS NOT INCLUDED WITH SAINT JOSEPH HEALTH SYSTEM BECAUSE FLAGET MEMORIAL HOSPITAL WAS ORGANIZED AS A SEPARATE LEGAL ENTITY UNDER KENTUCKY LAW. THE SYSTEM, EXCLUDING FLAGET, HAS 827 LICENSED BEDS, 5,622 EMPLOYEES AND APPROXIMATELY 1,300 PHYSICIANS ON ITS MEDICAL STAFFS, INCLUDING MORE THAN 100 EMPLOYED PHYSICIANS. MOST OF THE FACILITIES HAVE FOUNDATIONS THAT ARE SEPARATE LEGAL ENTITIES. BY COMBINING THE TECHNOLOGY, SERVICES, EXPERTISE AND CARING OF EIGHT OF THE BEST HEALTH CARE FACILITIES IN THE REGION, EVERYONE IN EVERY COMMUNITY WE SERVE BENEFITS. TOGETHER AS SJHS, WE PROVIDE MORE STATE-OF-THE-ART CARE REACHING OUT TO MORE COMMUNITIES, MORE SPECIALISTS ABLE TO SERVE MORE PATIENTS, WITH THE LATEST TECHNOLOGY. SJHS' COMMITMENT TO COMMUNITY OUTREACH IS DEEPLY ROOTED IN THE WORK OF THE FOUNDING CONGREGATIONS OF RELIGIOUS WOMEN - THE SISTERS OF CHARITY OF NAZARETH, CONGREGATION OF DIVINE PROVIDENCE, AND THE SISTERS OF CHARITY OF CINCINNATI. THE HEART AND SOUL OF THESE PIONEER WOMEN IN HEALTH CARE WAS THEIR COMMITMENT TO COMMUNITY OUTREACH TO THE POOR AND UNDERSERVED. THIS TRADITION IS CARRIED ON TODAY IN EACH OF THE FACILITIES COMPRISING SJHS. MISSION THE MISSION OF SAINT JOSEPH HEALTH SYSTEM AND CATHOLIC HEALTH INITIATIVES IS TO NURTURE THE HEALING MINISTRY OF THE CHURCH BY BRINGING IT NEW LIFE, ENERGY AND VIABILITY IN THE 21ST CENTURY. FIDELITY TO THE GOSPEL URGES US TO EMPHASIZE HUMAN DIGNITY AND SOCIAL JUSTICE AS WE MOVE TOWARD THE CREATION OF HEALTHIER COMMUNITIES. VISION OUR VISION IS TO LIVE UP TO OUR NAME AS ONE CHI: *CATHOLIC: LIVING OUR MISSION AND CORE VALUES *HEALTH: IMPROVING THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE *INITIATIVES: PIONEERING MODELS AND SYSTEMS OF CARE TO ENHANCE CARE DELIVERY TAX-EXEMPT PURPOSE THROUGHOUT SAINT JOSEPH HEALTH SYSTEM (SJHS), THE EMERGENCY DEPARTMENTS FREQUENTLY SERVE AS THE PRIMARY SOURCE OF CARE FOR MANY OF THE UNINSURED AND UNDERINSURED OF THEIR RESPECTIVE COMMUNITIES. THIS YEAR 209,404 OUTPATIENT VISITS WERE MADE TO THE EMERGENCY ROOMS THROUGHOUT THE SYSTEM. A HOSPITAL BOARD COMPRISED OF BUSINESS, PHYSICIAN, AND RELIGIOUS LEADERS ADVISES AND DIRECTS THE CEO ON ISSUES IMPACTING THE SYSTEM, AS WELL AS, STRATEGIC PLANNING AND COMMUNITY HEALTH NEEDS. ALL HOSPITALS PARTICIPATE IN MEDICARE, MEDICAID, CHAMPUS, TRICARE AND/OR OTHER GOVERNMENT-SPONSORED HEALTH CARE PROGRAMS. COMMUNITY BENEFIT APPROACH OUR MISSION TO CREATE HEALTHY COMMUNITIES CONTINUALLY CHALLENGES US TO EXPLORE WITH REPRESENTATIVES OF BUSINESS, SOCIAL AGENCIES AND RELIGIOUS ORGANIZATIONS OPPORTUNITIES FOR ADDRESSING THE CHANGING NEEDS OF OUR COMMUNITIES. WE SEEK NEW WAYS TO EXTEND OUR HEALING MINISTRY THROUGH PROJECTS FOCUSED ON IMPROVING THE HEALTH AND QUALITY OF LIFE OF THOSE WE SERVE, ESPECIALLY THE POOR, THE UNDERINSURED AND UNINSURED. THROUGH THE ESTABLISHMENT OF A HEALTHY COMMUNITIES COUNCIL, SJHS IS WORKING WITH REPRESENTATIVES FROM EACH COMMUNITY WE SERVE TO IDENTIFY EXISTING PROGRAMS, EXPLORE COMMUNITY NEEDS THROUGHOUT THE SYSTEM AND DEVELOP PROJECTS. THE LOCATIONS AND DEMOGRAPHICS OF EACH COMMUNITY SERVED, BY FACILITY ARE ADDRESSED BELOW. PARTNERSHIPS ARE KEY TO THE SUCCESS OF ANY ENDEAVOR. PLANS OFTEN INCLUDE COLLABORATIVE EFFORTS WITH COUNTY HEALTH DEPARTMENTS, COMMUNITY AGENCIES, SCHOOL SYSTEMS, MENTAL HEALTH AGENCIES, AND COMMUNITY HEALTH CLINICS. SJHS FOLLOWS THE CATHOLIC HEALTH INITIATIVES STANDARDS AND GUIDELINES FOR THE PROVISION OF FINANCIAL ASSISTANCE. OUR INCOME GUIDELINES ARE BASED ON 130% OF THE HUD VERY LOW INCOME LEVELS. WE COMMUNICATE THIS CHARITY PROGRAM TO ALL PATIENTS THROUGH SIGNAGE, INFORMATION IN THE PATIENT HANDBOOK, AND ORAL COMMUNICATION. ANY PATIENT PRESENTING TO A FACILITY WITHOUT INSURANCE IS APPRISED OF THE AVAILABLE ASSISTANCE PROGRAMS INCLUDING CHARITY, MEDICAID, AND THE KENTUCKY HOSPITAL CARE PROGRAM. FINANCIAL COUNSELORS ARE AVAILABLE TO MEET WITH PATIENTS AND DISCUSS FINANCIAL ASSISTANCE OPTIONS. STAFF COUNSELORS ARE AT ALL FACILITIES IN THE REGISTRATION DEPARTMENT, IN THE EMERGENCY DEPARTMENT, AND AT ANY OFFSITE ANCILLARY LOCATION. FINANCIAL COUNSELORS ARE ALSO AVAILABLE BY PHONE AND DO A GREAT DEAL OF FOLLOW-UP WORK BY CONTACTING PATIENTS SOON TO BE TURNED OVER TO A COLLECTION AGENCY AS A LAST EFFORT TO COMMUNICATE AVAILABLE FINANCIAL ASSISTANCE ALTERNATIVES.
NEEDS ASSESSMENT AND COMMUNITY INFORMATION SCHEDULE H, PART VI, LINES 1,2,4 AND 5 (CONTINUED) SAINT JOSEPH LEXINGTON SAINT JOSEPH HOSPITAL (SJH) AND SAINT JOSEPH EAST (SJE) ARE LOCATED IN FAYETTE COUNTY AND SAINT JOSEPH JESSAMINE RJ CORMAN AMBULATORY CARE CENTER (SJJ) IS LOCATED IN JESSAMINE COUNTY. AS OF THE 2010 CENSUS, FAYETTE COUNTY HAS A POPULATION OF 295,803 AND JESSAMINE COUNTY'S POPULATION IS 48,586. FAYETTE'S MEDIAN HOUSEHOLD INCOME, AS OF 2009, IS $46,386 WITH 17.4% OF THE POPULATION LIVING IN POVERTY. JESSAMINE COUNTY'S MEDIAN INCOME, AS OF 2009, IS $46,940 WITH 14.1% OF THE POPULATION LIVING IN POVERTY. THERE ARE TWO OTHER HOSPITALS IN FAYETTE COUNTY, CENTRAL BAPTIST HOSPITAL AND THE UNIVERSITY OF KENTUCKY. SAINT JOSEPH HOSPITAL WAS LEXINGTON'S FIRST HOSPITAL AND WAS FOUNDED IN 1877. SJH IS A 453-BED FACILITY, WITH A FULL RANGE OF SERVICES, INCLUDING THE NATIONALLY AWARD-WINNING HEART INSTITUTE AND LEADING-EDGE DA VINCI ROBOTIC SURGERY. ALSO KNOWN AS LEXINGTON'S "HEART HOSPITAL," SJH HAS PIONEERED MANY FIRSTS IN THE HEALTH CARE COMMUNITY. SAINT JOSEPH EAST, A COMMUNITY HOSPITAL WITH 152 BEDS, COMPLEMENTS SJH'S 134-YEAR HEALTH CARE MISSION THROUGH MULTIPLE SERVICES AND SPECIALTIES. AT SJE, MATERNAL AND CHILDCARE, CARDIOLOGY SERVICES, AMBULATORY SURGERY AND 24-HOUR EMERGENCY CARE ARE SUPPORTED THROUGH TRADITIONAL INPATIENT AND OUTPATIENT PROGRAMS. ADDITIONAL SPECIALTY SERVICES INCLUDE THE HEART INSTITUTE, BREAST CENTER, SLEEP WELLNESS CENTER AND THE CENTER FOR WEIGHT LOSS SURGERY. SAINT JOSEPH JESSAMINE RJ CORMAN AMBULATORY CARE CENTER OPENED ON JANUARY 2, 2009. IT IS JESSAMINE COUNTY'S FIRST AND ONLY FULL SERVICE, 24/7 EMERGENCY DEPARTMENT. IT ALSO PROVIDES DIAGNOSTIC IMAGING, LABORATORY SERVICES AND OFFICES FOR DOCTORS AND STAFF. SJH, SJE AND SJJ WORK WITH COMMUNITY PARTNERSHIPS IN AN EFFORT TO IMPROVE THE HEALTH STATUS OF ITS COMMUNITIES. THEY SUPPORT THE PARTICIPATION OF EMPLOYEES ON SEVERAL FOUNDATION AND COMMUNITY BOARDS. THEY SUPPORT, THROUGH MONETARY DONATIONS AND EMPLOYEE EDUCATORS, THE CONTINUING EDUCATION AND SUPPORT OF SEVERAL FOUNDATIONS WORKING FOR A HEALTHIER COMMUNITY (E.G., AMERICAN CANCER SOCIETY, RONALD MCDONALD HOUSE, YMCA BLACK ACHIEVERS, CAMP HORSIN' AROUND, AMERICAN HEART ASSOCIATION, AMERICAN DIABETES ASSOCIATION AND HABITAT FOR HUMANITY). SJH, SJE AND SJJ ALSO PARTICIPATE IN THE EDUCATION OF HEALTHY LIVING THROUGH OFFERING HAND HYGIENE, SLEEP WELLNESS, BARIATRIC AND DIABETES EDUCATION AT SCHOOLS AND BUSINESSES THROUGHOUT CENTRAL KENTUCKY. SJH AND SJE ALSO PARTICIPATE IN COLLABORATIONS WITH THE LOCAL GOVERNMENT, THE LEXINGTON-FAYETTE COUNTY HEALTH DEPARTMENT, AND OTHER HEALTH CARE FACILITIES TO EVALUATE AND IMPROVE COMMUNITY HEALTH. COMMUNITY OUTREACH FOR THE POOR SURGERY ON SUNDAY ANDY MOORE, MD, STARTED THE SURGERY ON SUNDAY (SOS) PROGRAM IN 2005 THANKS IN PART TO A $145,000 GRANT FROM CATHOLIC HEALTH INITIATIVES AND IN-KIND DONATIONS AMOUNTING TO $567,000. SINCE THE START, 2,000 OUTPATIENT SURGERIES HAVE BEEN PERFORMED. SOS NOW HAS 250 VOLUNTEER SURGEONS AND 450 OTHER MEDICAL AND NON-MEDICAL VOLUNTEERS. SJH NURSES PROVIDE A LARGE PORTION OF THE CARE. THE SURGERIES ARE PERFORMED IN DONATED SPACE WITHIN THE LEXINGTON SURGERY CENTER ON THE THIRD SUNDAY OF EVERY MONTH. PATIENTS ARE THE WORKING POOR WHO HAVE NO HEALTH INSURANCE. FOR INCOME-ELIGIBLE PATIENTS, ALL SERVICES AND SUPPLIES, FROM THE PRE-OPERATIVE VISIT WITH A VOLUNTEER SURGEON, TO THE IMAGING STUDIES, TO THE MEDICATIONS NEEDED BEFORE AND AFTER SURGERY, TO PHYSICAL THERAPY, TO THE POST-OPERATIVE APPOINTMENT, ARE FREE. IN RESPONSE TO THE GREAT NEED AND LONG WAITING LIST, SJH OFFERED ITS SURGICAL SPACE AND SUPPLIES TO ADD ANOTHER SUNDAY TO THE SOS ROTATION ONCE A QUARTER. SAINT JOSEPH CONTINUING CARE CLINIC SJH OPERATES A FREE HEALTH CLINIC FOR RESIDENTS OF CENTRAL KENTUCKY (PRIMARILY OF FAYETTE COUNTY) WHO ARE LOW-INCOME AND DO NOT QUALIFY FOR MEDICAID SERVICES. THE CLINIC PROVIDES PRIMARY HEALTH CARE SERVICES INCLUDING PHARMACEUTICALS. IN FISCAL YEAR 2011, THE CLINIC SERVED 1,885 PATIENTS DURING 2,825 VISITS AND PROVIDED $3,711,674 IN THE MARKET VALUE OF FREE MEDICATIONS. THE CLINIC ALSO BEGAN A REDESIGN PROCESS TO IDENTIFY WAYS TO BETTER SERVE PEOPLE WHO LEAVE THE HOSPITAL WITHOUT FOLLOW-UP CARE TO IMPROVE APPROPRIATE UTILIZATION OF SERVICES AND REDUCE READMISSIONS. PHARMAID PROGRAM AND PRESCRIPTION ASSISTANCE SJH, SJE AND SJJ STRIVE TO ENSURE PATIENTS HAVE THE PRESCRIPTIONS NEEDED TO FURTHER THEIR HEALING PROCESS WHEN THEY LEAVE THE FACILITY. A SOCIAL WORKER ASSISTS LOW-INCOME PATIENTS IN FINDING RESOURCES TO PROVIDE THEIR PRESCRIPTION MEDICATION AT LOW OR NO COST. IF THE MEDICATION IS NOT AVAILABLE THROUGH ONE OF THESE PROGRAMS, OR IF THE PATIENT DOES NOT QUALIFY, THE PASTORAL CARE TEAM UTILIZES A FUND TO HELP PATIENTS OBTAIN A THREE-DAY SUPPLY OF SELECTED MEDICATIONS AND A SEVEN-DAY SUPPLY OF MANY ANTIBIOTICS. BABY HEALTH SERVICE SJH PROVIDES SPACE AND UTILITIES TO BABY HEALTH SERVICE. BABY HEALTH SERVICE IS THE OLDEST CHILDREN'S HEALTH CLINIC IN THE COMMONWEALTH. BABY HEALTH SERVICE IS ABOUT HEALTHY FAMILIES AND A HEALTHIER COMMUNITY. ITS NAME MAY BE MISLEADING, AS ITS PATIENTS ARE CHILDREN AGE BIRTH TO 17 YEARS IN FAMILIES WITHOUT ANY FORM OF HEALTH INSURANCE AND WHOSE FAMILIES DO NOT QUALIFY FOR MEDICAID. ALL SERVICES ARE FREE FOR CHILDREN. WELL CHILD VISITS, SICK VISITS, MEDICATIONS, LAB TESTS AND IMMUNIZATIONS ARE PAID BY BABY HEALTH SERVICE. THE DOLLAR VALUE OF THE VOLUNTEER MEDICAL SERVICES AVERAGES NEARLY $300,000 ANNUALLY. STARTED IN 1914, THE NON-PROFIT HAS MORE THAN 90 YEARS OF SERVICE TO LEXINGTON'S CHILDREN AND FAMILIES. THE CLINIC IS OPEN MONDAY-FRIDAY FROM 7:30 A.M. UNTIL NOON. COMMUNITY OUTREACH FOR THE BROADER COMMUNITY APPALACHIAN OUTREACH PROGRAM APPALACHIAN OUTREACH PROGRAM IS A COMMUNITY-BASED PROGRAM THAT PROVIDES HOME VISITS FOR PATIENTS DISCHARGED FROM SJH, SJE, SJB, SJMS AND SJL. THE SERVICES PROVIDED INCLUDE SPIRITUAL CARE, SOCIAL WORK, CLINICAL NUTRITION, AND DIETITIAN CONSULTATION/EDUCATION FOR THE PATIENT AND CAREGIVER/IMMEDIATE FAMILY. THE PROGRAM MADE 18,220 CONTACTS WITH PEOPLE IN FISCAL YEAR 2011 AS IT CELEBRATED ITS 25TH ANNIVERSARY. EASTERN KENTUCKY MOBILE CLINIC THE EASTERN KENTUCKY MOBILE HEALTH SERVICE PROVIDES PRIMARY MEDICAL/HEALTH SERVICES IN MORGAN, WOLFE AND LAWRENCE COUNTIES. THESE SITES ARE IN HIGH-RISK, VERY REMOTE RURAL AREAS OF EASTERN KENTUCKY. THE MOBILE HEALTH SERVICE UTILIZES A FORTY-FOOT LONG, EIGHT-FOOT WIDE AND TWELVE-FOOT TALL COACH TO DELIVER THE SERVICES. THE SERVICES PROVIDED INCLUDE HEALTH PROMOTION, PREVENTION, MONITORING OF ILLNESS AND REFERRALS. PRACTITIONERS ACCOMPLISH THIS THROUGH A PRIMARY CARE MODEL WHICH INCLUDES ASSESSMENTS, COUNSELING, EDUCATION, AND SCREENING. THE EASTERN KENTUCKY MOBILE HEALTH SERVICE IS IN AN EVOLUTIONARY PROCESS WITH THE ESTABLISHMENT OF PRIMARY CARE CLINICS, WITHIN OUR SIXTY COUNTY SERVICE AREA, PROVIDING TELEHEALTH CONNECTIVITY TO PRIMARY CARE AND SPECIALTY PHYSICIANS IN THE SAINT JOSEPH HEALTH SYSTEM NETWORK. PERINATAL EDUCATION SJE HAS A WELL ESTABLISHED COMMUNITY EDUCATION PROGRAM ON BREASTFEEDING, CHILDBIRTH PREPARATION, AND TEEN PARENT CARE FOR NEWBORNS. SJE ALSO HOSTS A MATERNITY FAIR ANNUALLY THAT PROVIDES EDUCATION TO HUNDREDS OF ATTENDEES.
NEEDS ASSESSMENT AND COMMUNITY INFORMATION SCHEDULE H, PART VI, LINES 1,2,4 AND 5 (CONTINUED) EDUCATION OF MEDICAL/PARAMEDICAL PROFESSIONALS SJH, SJE AND SJJ SERVE AS CLINICAL EDUCATION SITES FOR MEDICAL PROFESSIONALS OFFERING CLASSES AND RESIDENCY PROGRAMS. HEALTH PROFESSIONALS INCLUDE MEDICAL STUDENTS, FAMILY PRACTICE RESIDENTS, PHARM D STUDENTS, PHYSICAL THERAPY STUDENTS, RESPIRATORY THERAPY STUDENTS, RADIOLOGY STUDENTS, NURSING STUDENTS, SOCIAL WORK STUDENTS, SURGICAL TECHNICIANS, AND STUDENTS EARNING MASTER'S DEGREES IN PUBLIC HEALTH. SAINT JOSEPH LONDON SAINT JOSEPH LONDON IS LOCATED IN LAUREL COUNTY IN THE CITY OF LONDON. SAINT JOSEPH LONDON (SJL) OPENED A NEW FACILITY ON AUGUST 19, 2010 THAT INCREASED ITS CAPACITY TO 120 BEDS. SJL PROVIDES A FULL RANGE OF MEDICAL, EMERGENCY, SURGICAL AND OBSTETRICAL SERVICES. THE NEW FACILITY FEATURES THE LATEST TECHNOLOGY INCLUDING EXPANDED AWARD-WINNING CARDIOVASCULAR SERVICES, LABOR AND DELIVERY ROOMS AND COMPREHENSIVE OUTPATIENT DIAGNOSTIC SERVICES. OTHER SERVICES PROVIDED IN THE COMMUNITY INCLUDE RESPIRATORY AND CARDIOVASCULAR CARE, PEDIATRICS, ORTHOPEDICS, NEUROLOGY, ENDOCRINOLOGY, AND SLEEP WELLNESS. THE HOSPITAL HAS HAD A LONG COMMITMENT TO PROVIDING A HEALING MINISTRY TO THE PEOPLE OF THE AREA. AS OF THE 2010 CENSUS DATA, LAUREL COUNTY HAS A POPULATION OF 58,849. THE CITY OF LONDON HAS A MEDIAN HOUSEHOLD INCOME OF $31,418. THE PERCENTAGE OF RESIDENTS IN LONDON WITH INCOMES BELOW THE FEDERAL POVERTY GUIDELINES IS 19.8%. THE HOSPITAL'S PRIMARY SERVICE AREA COVERS LAUREL, JACKSON, CLAY, AND WHITLEY COUNTIES. THESE COUNTIES HAVE A HIGH PERCENTAGE OF INDIVIDUALS LIVING BELOW THE POVERTY LEVEL. COMMUNITY OUTREACH FOR THE POOR PHARMACEUTICAL ASSISTANCE PROGRAM THE PHARMACEUTICAL ASSISTANCE PROGRAM WAS ESTABLISHED TO HELP UNINSURED AND UNDERINSURED INDIVIDUALS WITH THEIR MEDICATION NEEDS. SERVING LAUREL, WHITLEY, CLAY, AND KNOX COUNTIES, THE PROGRAM ADDRESSES MEDICATION NEEDS SPECIFIC TO CARDIAC, DIABETES, HYPERTENSION, CHOLESTEROL AND COPD. THROUGH THE PROGRAM 672 PEOPLE WERE ASSISTED WITH MORE THAN 1,132 FREE PRESCRIPTION MEDICATIONS PROVIDED BY PHARMACEUTICAL COMPANIES AT A MARKET VALUE OF $519,300. PART-TIME STAFF MEMBERS ASSIST INDIVIDUALS IN THE APPLICATION PROCESS AND WITH FOLLOW-UP NEEDS. SUMMER FEEDING PROGRAM ORGANIZED AND FEDERALLY FUNDED THROUGH UNITED WAY OF LAUREL CO., SJL JOINED WITH OTHER AGENCIES AND COMPANIES TO PROVIDE DAILY LUNCHES (MONDAY-FRIDAY) TO CHILDREN IN THE AREA. THE SUMMER FEEDING PROGRAM IS DESIGNED TO DELIVER LUNCH TO CHILDREN IN UNDERSERVED AREAS. LUNCHES ARE PROVIDED AT MORE THAN 50 DESIGNATED LOCATIONS WITH AGENCIES/COMPANIES ASSIGNED TO A SPECIFIC LOCATION. THIS YEAR 80 EMPLOYEES VOLUNTEERED TO SERVE MORE THAN 1,000 LUNCHES IN THE EIGHT WEEKS OF THE PROGRAM. SEED LUNCHEONS OVER THE PAST FOUR YEARS, SJL HAS PROVIDED HEALTH EDUCATION AT THE LOCAL CATHOLIC CHURCH TO SENIOR ADULTS LIVING ON FIXED INCOMES. THESE MONTHLY PROGRAMS OFFER AN OPPORTUNITY FOR SENIORS TO SOCIALIZE, HAVE LUNCH, AND HEAR ABOUT SPECIFIC HEALTH ISSUES. IT IS ALSO A TIME FOR THEM TO ASK QUESTIONS REGARDING HEALTH ISSUES AND HAVE MONTHLY HEALTH CHECKS TO ASSIST IN MONITORING THEIR WELLNESS. ON AVERAGE, BETWEEN 30 AND 35 ATTEND. FLU CLINICS THROUGH SJL'S HEALTHY COMMUNITY PROGRAM, 520 INDIVIDUALS WERE PROVIDED FREE FLU VACCINATIONS FROM JANUARY THROUGH MARCH 2011. CLINICS WERE SET UP TO MEET THE NEEDS OF THE UNINSURED/UNDERINSURED AT: KENTUCKY HOME PLACE, COMMUNITY CARE CORPORATION, OLD PERSONS ACTIVITY CENTER (OPAC), HOMELESS SHELTER, AND AT THE MONTHLY SEED LUNCHES. DONATIONS OF SUPPLIES & EQUIPMENT THE CLOSING OF THE FORMER HOSPITAL AFFORDED SJL AN OPPORTUNITY TO WORK WITH SUPPLIES OVER SEAS (SOS), A DOMESTIC ORGANIZATION DEDICATED TO RECYCLING EQUIPMENT AND SUPPLIES TO HOSPITALS AND CLINICS IN THE STATES AND FOREIGN COUNTRIES. APPROXIMATELY $59,000 IN EQUIPMENT WAS DISTRIBUTED THROUGH THE SOS AGENCY. IN LATE SPRING OF 2011, MORE THAN $400 IN MEDICAL SUPPLIES WERE DONATED TO THE HOSPITALS MINISTERING TO TORNADO VICTIMS IN ALABAMA. MEDICATION/DURABLE MEDICAL EQUIPMENT (DME) AND TRANSPORTATION IN THE PAST YEAR, SJL HAS ASSISTED PATIENTS ON LIMITED INCOMES WITH MEDICATIONS, TRANSPORTATION, AND DME NEEDS AT THEIR DISCHARGE. OFTEN MEDICATION ASSISTANCE IS GIVEN TO PATIENTS UNTIL THEY CAN RECEIVE HELP THROUGH THE PHARMACY ASSISTANCE PROGRAM AND/OR ARE ELIGIBLE FOR MEDICAID. SELF-PAY PATIENTS WHO HAVE MAJOR INFECTIONS AND REQUIRE AN ANTIBIOTIC ON DISCHARGE ARE ALSO ELIGIBLE FOR ASSISTANCE. TRANSPORTATION ASSISTANCE IS PROVIDED IN CASES WHERE PATIENTS HAVE NO MONEY OR MEDICAL CARD TO ASSIST WITH TRANSIT BUSES OR TAXIS. THROUGH THE SOCIAL SERVICES DEPARTMENT, MORE THAN $49,000 WAS DISPENSED TO MEET THESE NEEDS. COMMUNITY OUTREACH FOR THE BROADER COMMUNITY MATERNITY FAIR THE MATERNITY FAIR IS ORGANIZED BY THE SOUTHEASTERN KENTUCKY AREA HEALTH EDUCATION CENTER (AHEC) AND ASSISTED BY SJL AND THE LAUREL COUNTY HEALTH DEPARTMENT. THE ONE-DAY EVENT HAD 181 MOTHERS AND 172 GUESTS IN ATTENDANCE FROM LAUREL, CLAY, KNOX AND WHITLEY COUNTIES. THE PROGRAM IS DESIGNED TO ASSIST YOUNG MOTHERS IN THE CARE OF THEIR NEWBORNS, INFANTS AND TODDLERS. PARTICIPATING MOMS RANGED BETWEEN THE AGES OF 15 TO 44 YEARS. THEY WERE REQUIRED TO ATTEND EDUCATIONAL BREAK-OUT SESSIONS ON RELEVANT TOPICS, SUCH AS LABOR ANESTHESIA-EPIDURALS, BREASTFEEDING & NUTRITION, PREGNANCY AND EARLY CHILDHOOD DEVELOPMENT, TO BE ELIGIBLE FOR PRIZES AND GIFTS. FIFTY-FOUR VENDORS OFFERED EDUCATIONAL MATERIALS AND INFORMATION ON A HOST OF ITEMS AND SERVICES AVAILABLE WITHIN THE COMMUNITY. CHF OUTREACH PROGRAM THROUGH SJL'S CONGESTIVE HEART FAILURE (CHF) OUTREACH PROGRAM, A FULL-TIME NURSE EDUCATES AND ASSISTS CHF PATIENTS IN MONITORING AND CONTROLLING THEIR CHRONIC DISEASE PROCESS. THIS PAST YEAR MORE THAN 175 PATIENTS WERE FOLLOWED THROUGH THE PROGRAM. IN ADDITION TO EDUCATION OF PATIENTS, THE NURSE HAS PROVIDED IN-SERVICE EDUCATION ON CARING FOR CHF PATIENTS TO THE STAFF OF HOME HEALTH AGENCIES AND NURSING HOMES. EDUCATION PROJECTS AND PROGRAMS THROUGHOUT THE YEAR SJL STAFF MEMBERS HAVE COLLABORATED WITH OTHER AGENCIES AND ORGANIZATIONS IN PROVIDING THE FOLLOWING EDUCATIONAL OPPORTUNITIES TO THE COMMUNITY: CARDIAC SYMPOSIUM, DIABETIC SYMPOSIUM, CANCER SURVIVORS DINNER AND PULMONARY SYMPOSIUM. EDUCATION OF MEDICAL/PARAMEDICAL PROFESSIONALS SJL SERVED AS A CLINICAL EDUCATION SITE FOR MORE THAN 100 STUDENTS IN THE FOLLOWING AREAS OF STUDY: NURSING, PUBLIC HEALTH, RADIOLOGY, LABORATORY, PHARMACY, RESPIRATORY THERAPY, PARAMEDICS AND CARDIAC CATH TECHNICIANS.
NEEDS ASSESSMENT AND COMMUNITY INFORMATION SCHEDULE H, PART VI, LINES 1,2,4 AND 5 (CONTINUED) SAINT JOSEPH BEREA SAINT JOSEPH BEREA (SJB) IS LOCATED IN MADISON COUNTY IN THE CITY OF BEREA. SAINT JOSEPH BEREA, ESTABLISHED ON THE GROUNDS OF BEREA COLLEGE IN 1898, IS A 25-BED CRITICAL CARE ACCESS HOSPITAL, SERVING THE RESIDENTS OF MADISON, JACKSON, ROCKCASTLE, ESTILL AND GARRARD COUNTIES. MADISON COUNTY HAS A POPULATION OF 82,916 AS OF THE 2010 CENSUS. IT IS A MOSTLY CAUCASIAN COMMUNITY WITH APPROXIMATELY 4.4% AFRICAN-AMERICAN AND 2.2% HISPANIC. BEREA IS CONSIDERED A RURAL, MOUNTAIN AREA, SERVING PEOPLE FROM MANY DIFFERENT ECONOMICAL AND EDUCATIONAL BACKGROUNDS, INCLUDING A VIBRANT ARTS AND CRAFTS CULTURE, COLLEGE CULTURE, RURAL TOWN CULTURE, FARMERS AND THOSE FROM VERY RURAL MOUNTAIN AREAS. AS OF THE 2009 STATE REPORT, APPROXIMATELY 19.2% OF THE RESIDENTS OF MADISON COUNTY LIVE IN POVERTY. THE HOSPITAL INCLUDES A FULLY-STAFFED 24-HOUR EMERGENCY DEPARTMENT, FAMILY MEDICINE, BEREA SPECIALTY CLINIC, DIABETES AND NUTRITION CENTER, HEART INSTITUTE, REHABILITATION SERVICES, SLEEP WELLNESS CENTER, AND SURGICAL SERVICES. ADDITIONAL SERVICES INCLUDE: SENIOR RENEWAL CENTER, WOUND CENTER AND PAIN CENTER. COMMUNITY OUTREACH FOR THE POOR A DAY OF HOPE SJB PARTICIPATES IN A COMMUNITY-WIDE PROGRAM DESIGNED TO PROVIDE RESOURCES FOR PARENTS TO IMPROVE CHILDREN'S HEALTH AND NUTRITION. ORGANIZERS PROVIDE A FREE MEAL, GROCERIES, HAIR CUTS, COMMUNITY SERVICES AND OTHER RESOURCES. SJB FINANCIAL COUNSELORS PROVIDE INFORMATION AND EDUCATION REGARDING HEALTH CARE AND OTHER PROGRAMS AVAILABLE TO LOW-INCOME FAMILIES. THIS YEAR, EMPLOYEES DONATED MITTENS AND HATS FOR THE CHILDREN AND MORE THAN 500 CHILDREN WERE SERVED. BEREA HEALTH MINISTRIES PARTNERSHIP SJB'S PARTNERSHIP WITH BEREA HEALTH MINISTRIES (BHM), A FAITH-BASED MEDICAL CLINIC, WAS FORMED IN THE SPRING OF 2010. SJB PROVIDES IN-KIND SUPPORT THAT INCLUDES OFFICE AND CLINICAL SPACE, MAINTENANCE, CLEANING, INFORMATION TECHNOLOGY AND OTHER SUPPORT AS NEEDED; IN TURN THE CLINIC PROVIDES PRIMARY CARE, EDUCATION AND SUPPORT FOR ALL PEOPLE, BUT PRIMARILY THE POOR, UNINSURED AND UNDERINSURED. SJB'S IN-KIND SUPPORT WAS $38,973. THE MINISTRY HAS BEEN ABLE TO EXTEND HOURS TO PROVIDE MORE OPTIONS TO PATIENTS THROUGH A MISSION AND MINISTRY GRANT PROVIDED BY CATHOLIC HEALTH INITIATIVES. THE GRANT IS IN ITS SECOND YEAR AND HAS HELPED BHM TO SEE AN ADDITIONAL 1,100+ PATIENTS IN FISCAL YEAR 2011. HENRIETTA CHILD FUND SJB PROVIDED FUNDING FOR ORTHOPEDIC, EMERGENCY SURGERY, ORTHOTICS AND/OR GYNECOLOGICAL CARE IN THE AMOUNT OF $27,962 FOR 29 BEREA RESIDENTS WHO WERE UNINSURED, INDIGENT PATIENTS AND MET THE POVERTY GUIDELINES. THE INDIGENT CARE PROGRAM SJB PROVIDED FREE MEDICATIONS AND/OR CHEMOTHERAPY TREATMENTS FOR 21 UNINSURED PATIENTS. THIS EFFORT WAS MADE POSSIBLE THROUGH COLLABORATIVE EFFORTS WITH VARIOUS PHARMACEUTICAL COMPANIES. LIGHTS FOR LIFE EMERGENCY MEDICAL SERVICES FUND SJB PROVIDED MORE THAN 200 PRESCRIPTIONS AT A SAVINGS OF $19,180 TO LOW-INCOME, UNINSURED PATIENTS. THIS FUND IS SUPPORTED BY EMPLOYEES AND COMMUNITY MEMBERS WITH THE PURPOSE OF HELPING THE UNINSURED AND UNDERINSURED PATIENTS. PATIENT AND FAMILY ASSISTANCE FUND SJB PROVIDED CLOSE TO $10,000 TO PATIENTS AND FAMILIES FOR ACCOMMODATIONS, MEALS, TRANSPORTATION, ETC., AS NEEDED. MANY EMPLOYEE HOURS WENT INTO PROVIDING THESE SERVICES. FUNDS WERE RAISED BY THE SJB FOUNDATION THROUGH EMPLOYEE AND COMMUNITY CONTRIBUTIONS. COMMUNITY OUTREACH FOR THE BROADER COMMUNITY DONATIONS SJB GAVE $9,425 IN DONATIONS TO SUPPORT LOCAL FUNDRAISING EFFORTS, DISASTER RESPONSE, CHARITIES AND COMMUNITY EVENTS AND ORGANIZATIONS. ST. MARK'S CATHOLIC SCHOOL SJB EDUCATOR AND DEPARTMENTS PROVIDE MONTHLY PRESENTATIONS ON VARIOUS DISEASE AND HEALTH-RELATED EDUCATIONAL PROGRAMS FOR AWARENESS AND DISEASE PREVENTION. STUDENT VOLUNTEER PROGRAM THROUGH THE SUMMER JUNIOR VOLUNTEER PROGRAM, SJB PROVIDED TRAINING AND SUPERVISION FOR STUDENTS WHO ARE INTERESTED IN PURSUING HEALTH CARE CAREERS. NEW OPPORTUNITY SCHOOL FOR WOMEN THIS PROGRAM WAS DEVELOPED TO HELP LOW-INCOME WOMEN HAVE A SECOND CHANCE TO GAIN NEW SKILLS. IN 2011, SJB PROVIDED FREE PHYSICALS, BLOOD TESTS AND MAMMOGRAMS FOR 19 PARTICIPANTS. LIFELINE SJB ASSISTED 41 ELDERLY CITIZENS TO SUBSCRIBE TO THE LIFELINE PROGRAM. LIFELINE IS SPONSORED BY THE PUBLIC SERVICE COMMISSION OF KENTUCKY AND PROVIDES EMERGENCY PERSONAL RESPONSE FOR THE ELDERLY.
NEEDS ASSESSMENT AND COMMUNITY INFORMATION SCHEDULE H, PART VI, LINES 1,2,4 AND 5 (CONTINUED) SAINT JOSEPH MARTIN SAINT JOSEPH MARTIN (SJM), ESTABLISHED IN 1947, IS LOCATED IN THE BEAUTIFUL APPALACHIAN MOUNTAINS IN FLOYD COUNTY. THE 25-BED CRITICAL ACCESS FACILITY PROVIDES PATIENTS WITH HOLISTIC, PERSONALIZED CARE. IN ADDITION TO THE HOSPITAL, SJM OPERATES FOUR RURAL HEALTH CLINICS LOCATED IN WHEELWRIGHT, BETSY, LAYNE, AND MARTIN. ACCORDING TO THE 2010 CENSUS, FLOYD COUNTY'S POPULATION IS 39,451. FLOYD COUNTY'S MEDIAN HOUSEHOLD INCOME WAS $25,725 IN 2010. THE PERCENTAGE OF RESIDENTS IN FLOYD COUNTY WITH INCOMES BELOW THE FEDERAL POVERTY GUIDELINES IS 30.3%. COMMUNITY OUTREACH FOR THE POOR IN FISCAL YEAR 2011, SJM'S CHARITY CARE WAS 11.6 MILLION DOLLARS OR 56.2 PERCENT OF ITS NET PATIENT SERVICE REVENUE. SOCIAL SERVICES PROGRAMS THROUGH SJM'S SOCIAL SERVICES PROGRAMS, 596 PEOPLE WERE ASSISTED WITH TRANSPORTATION, MEDICATION, SUPPLIES AND OTHER BASIC NEEDS TOTALING NEAR $16,000. PATIENT FINANCIAL COUNSELORS SJM FINANCIAL COUNSELORS MADE 7,750 PATIENT CONTACTS TO ASSIST INDIVIDUALS WITH MEDICAL BILLS AND TO SEEK ASSISTANCE WITH PROGRAMS SUCH AS KENTUCKY HOSPITAL CARE PROGRAM (KHCP). CHRISTMAS BASKET PROGRAM SJM ASSISTED THE EFFORTS OF EMPLOYEES WHO DONATED 1,374 ITEMS FOR 63 FAMILIES THROUGH THE CHRISTMAS BASKET PROGRAM. THE PROGRAM IS ORGANIZED THROUGH SOCIAL SERVICES IN COLLABORATION WITH MARTIN FIRST BAPTIST CHURCH. COMMUNITY OUTREACH FOR THE BROADER COMMUNITY DENTAL/ORAL HEALTH CARE INITIATIVE THE DENTAL/ORAL HEALTH CARE INITIATIVE WAS FORMED AS A RESULT OF FOUR FOCUS GROUPS: CONSUMERS, HEALTH CARE PROVIDERS, BUSINESS AND INDUSTRY LEADERS, AND RELIGIOUS LEADERS WHO MET IN 2005 TO ADDRESS THE IMPORTANT ISSUE OF IMPROVING HEALTH CARE ACCESS IN OUR COMMUNITY. THE DENTAL/ORAL HEALTH CARE INITIATIVE COMPLETED ITS FIFTH YEAR SCREENING STUDENTS OF FLOYD COUNTY. THIS YEAR, GRADES 6-8 WERE ADDED AND 1,530 STUDENTS WERE SCREENED. THE DENTAL/ORAL HEALTH INITIATIVE IS A COLLABORATIVE EFFORT OF BIG SANDY HEALTH CARE, FLOYD COUNTY HEALTH DEPARTMENT, FLOYD COUNTY SCHOOLS AND SJM. FLOYD COUNTY COMMUNITIES AGAINST DRUG ADDICTION (CADA) HEALTHY FLOYD COUNTY 2010 DRUG ACTION TEAM COMBINED FORCES WITH CADA BECAUSE THE ULTIMATE GOAL OF EACH IS TO DECREASE DRUG USE IN FLOYD COUNTY. THE DRUG ACTION TEAM IS ONE OF THE THREE ORIGINAL HEALTHY FLOYD COUNTY 2010 ACTION TEAMS - DRUG, ECONOMY/EMPLOYMENT AND EDUCATION. IN JUNE, CADA HOSTED THE "DRUG ABUSE KILLS - RIDE FOR LIFE" EVENT, A POKER RUN. TWENTY-TWO RIDERS ENJOYED THE RIDE THROUGH SEVERAL NEIGHBORING COUNTIES AND CLOSE TO $5,000 WAS RAISED FOR EDUCATION AND DRUG REHABILITATION TREATMENT VOUCHERS. SJM PARTICIPATED WITH OPERATION UNITE (UNLAWFUL NARCOTICS INVESTIGATION TREATMENT AND EDUCATION), A FEDERAL PROGRAM INITIATED BY REP. HAL ROGERS TO ASSIST IN DEALING WITH THE LOCAL DRUG EPIDEMIC, FOR THE "SHOOT HOOPS - NOT DRUGS" EVENT. RELAY FOR LIFE SJM SUPPORTED THE EFFORTS OF EMPLOYEES' FUNDRAISING EVENTS THAT RAISED CLOSE TO $16,000 FOR AMERICAN CANCER SOCIETY'S RELAY FOR LIFE; THIS SURPASSED THEIR GOAL OF $10,000 AND EXCEEDED THE PREVIOUS YEAR'S EFFORTS BY $4,000. SENIOR HEALTH FEST SJM HOSTED ITS ANNUAL SENIOR HEALTH FEST IN OCTOBER SERVING MORE THAN 90 SENIORS. FREE FLU SHOTS AND BLOOD PRESSURE SCREENINGS WERE PROVIDED. THE SENIORS WERE TREATED TO LUNCH AND ENTERTAINED BY THE SWINGING SENSATIONS. SCHOOL PROGRAMS SJM'S COMMUNITY HEALTH OUTREACH DEPARTMENT COLLABORATES WITH ALL AREA SCHOOLS AND MANY COMMUNITY ORGANIZATIONS TO PROVIDE PREVENTION PROGRAMS. THE FOLLOWING PROGRAMS WERE PRESENTED TO MORE THAN 4,000 STUDENTS: LET'S TALK ABOUT DRUGS (PRIMARY); TOBACCO PREVENTION (PRIMARY, MIDDLE AND HIGH SCHOOLS); NUTRITION (PRIMARY AND MIDDLE SCHOOLS); HEART HEALTH/CPR INFORMATION (MIDDLE AND HIGH SCHOOLS); CPR HEARTSAVER (MIDDLE AND HIGH SCHOOLS); STUDENT SELF-BREAST EXAM (HIGH SCHOOLS). SJM CONTINUES TO BE DEDICATED TO RESPECT - AN ABSTINENCE-BASED PROGRAM FOR 6TH AND 7TH GRADE FEMALES, WHICH BEGAN IN 1994. REAL CARE DOLLS ARE AN INTEGRAL PART OF THE PROGRAM. THE PROGRAM WAS CONDUCTED IN SIX OF THE SEVEN MIDDLE SCHOOLS IN FLOYD COUNTY SERVING MORE THAN 100 STUDENTS. A PARENT SAID THE FOLLOWING ABOUT THE PROGRAM: "I THINK IT SHOULD BE THAT THEY HAVE TO DO THIS, NOT OPTIONAL. IT WAS A GREAT TRAINING EXPERIENCE FOR (MY DAUGHTER). THANK YOU FOR HAVING THIS PROGRAM." DONATIONS SJM DONATED MORE THAN $2,000 TO SUPPORT LOCAL EFFORTS THAT ALIGNED WITH COMMUNITY NEEDS AND ITS MISSION.
NEEDS ASSESSMENT AND COMMUNITY INFORMATION SCHEDULE H, PART VI, LINES 1,2,4 AND 5 (CONTINUED) SAINT JOSEPH MOUNT STERLING SAINT JOSEPH MOUNT STERLING (SJMS) IS LOCATED IN MONTGOMERY COUNTY IN THE CITY OF MOUNT STERLING. SJMS, FOUNDED IN 1918, IS COMMITTED TO SERVING THE PEOPLE OF THE MOUNT STERLING AREA, INCLUDING MONTGOMERY, BATH, MENIFEE, AND POWELL COUNTIES. A REPLACEMENT HOSPITAL WAS BUILT AND SJMS MOVED TO ITS NEW FACILITY ON JUNE 16, 2011. LOCATED ON A 30-ACRE CAMPUS, THE NEW 114,000-SQUARE-FOOT FACILITY FEATURES 40 ALL-PRIVATE ROOMS, THE LATEST TECHNOLOGY INCLUDING MRI SERVICES AND DIGITAL MAMMOGRAPHY, AN INFUSION CENTER, AND ORIGINAL ARTWORK FROM KENTUCKY ARTISTS. THE TWO-STORY FACILITY WILL ALLOW FOR THE EXPANSION OF SEVERAL SERVICE LINES, SUCH AS CARDIOLOGY, IMAGING, OB-GYN AND SAME-DAY SURGERY. THE HOSPITAL WILL REACH MORE COMMUNITY MEMBERS FROM THE LOCAL AND SURROUNDING AREAS WITH ITS MODERN HOSPITAL, AND CONTINUE ITS IMPRESSIVE RECORD OF DELIVERING QUALITY HEALTH CARE. AS OF THE 2010 CENSUS DATA, MONTGOMERY COUNTY HAS A POPULATION OF 26,499 AND A MEDIAN HOUSEHOLD INCOME OF $32,964. THE PERCENTAGE OF RESIDENTS IN MONTGOMERY COUNTY WITH INCOMES BELOW THE FEDERAL POVERTY GUIDELINES IS 21.1%. COMMUNITY OUTREACH FOR THE POOR THE BETTER BREATHER'S CLUB THE BETTER BREATHER'S CLUB IS A FREE SOCIAL/EDUCATIONAL SUPPORT GROUP FOR PATIENTS, THEIR FAMILIES AND/OR FRIENDS WITH CHRONIC LUNG DISEASE SUCH AS COPD. THE BETTER BREATHER'S CLUB HELPS PEOPLE BETTER UNDERSTAND AND DEAL WITH THEIR LUNG DISEASE AND GIVES THEM THE OPPORTUNITY TO DISCUSS THEIR CONCERNS WITH OTHER PEOPLE WITH THE SAME ISSUES. AT EACH MEETING, THERE IS AN AVERAGE OF TEN PARTICIPANTS AND EDUCATIONAL TOPICS ARE DISCUSSED, SUCH AS RESPIRATORY MEDICATIONS, THE DISEASE PROCESS AND ILLNESS PREVENTION, AS WELL AS OTHER TOPICS THAT MAY BE REQUESTED BY THE PATIENTS. THE HEALTHY HEARTS CLUB THE HEALTHY HEARTS CLUB IS A FREE EDUCATIONAL SUPPORT GROUP FOR PATIENTS WITH HEART DISEASE AND THEIR FAMILIES/FRIENDS. HEALTHY HEARTS CLUB OFFERS SUPPORT FOR PEOPLE WHO HAVE BEEN DIAGNOSED WITH HEART PROBLEMS OR PEOPLE WHO ARE TRYING TO PREVENT HEART DISEASE. AN EDUCATIONAL TOPIC IS OFFERED EACH MONTH THAT INFORMS THESE PATIENTS OF NEW TREATMENTS, EXERCISE AND PREVENTION STRATEGIES. THERE IS AN AVERAGE OF TEN PARTICIPANTS EACH MONTH. SMOKING CESSATION CLASSES SMOKING CESSATION CLASSES ARE OFFERED BY THE CARDIOPULMONARY REHABILITATION STAFF. THE COOPER CLAYTON METHOD FOR SMOKING CESSATION IS OFFERED TO EMPLOYEES AS WELL AS THE COMMUNITY AT LARGE FREE OF CHARGE. THE MONTGOMERY COUNTY HEALTH DEPARTMENT PARTNERS WITH SJMS IN PROVIDING THE FIRST TWO WEEKS OF NICOTINE REPLACEMENT FOR FREE TO HELP WITH THE INITIAL COST FOR PEOPLE WHO WISH TO QUIT SMOKING. THERE IS AN AVERAGE OF TEN PARTICIPANTS EACH MONTH. WALK TO REMEMBER THE "WALK TO REMEMBER" EVENT WAS HELD IN OCTOBER 2010 AT EASY WALKER PARK AND ABOUT 75 PEOPLE PARTICIPATED. THE EVENT SUPPORTS THOSE IN THE COMMUNITY WHO HAVE SUFFERED THE LOSS OF A CHILD. THE WOMEN'S CARE DEPARTMENT WAS THE PRIMARY SPONSOR AND RESPIRATORY, SAME DAY SURGERY, PURCHASING, HUMAN RESOURCES AND RISK MANAGEMENT WERE INTEGRAL MEMBERS OF THE EVENT'S SUCCESS. COMMUNITY OUTREACH FOR THE BROADER COMMUNITY EDUCATION OF MEDICAL/PARAMEDICAL PROFESSIONALS SJMS PARTICIPATED AS A TRAINING SITE FOR SULLIVAN UNIVERSITY PHARMACY TECHNICIAN PROGRAM, APPALACHIAN COLLEGE OF PHARMACY AND UNIVERSITY OF KENTUCKY. THIS FISCAL YEAR, NINE STUDENTS PARTICIPATED LOGGING 1,300 HOURS. THE PHARMACY TECHNICIAN EXTERNSHIP REPRESENTS A HANDS-ON OPPORTUNITY TO EXPERIENCE THE PHARMACY OPERATIONS. THE PHARMACY TECHNICIAN EXTERNSHIP IS A 200-HOUR EXPERIENTIAL ENCOUNTER CONSISTING OF 100 HOURS OF COMMUNITY PHARMACY EXPERIENCE AND 100 HOURS OF HOSPITAL PHARMACY EXPERIENCE. STUDENTS ARE SCHEDULED BASED ON THE AVAILABILITY OF THE PRACTICE SITE AND THE STUDENTS' SCHEDULES FOR EACH OF THE TWO EXPERIENCES. UPON COMPLETION OF THE EXTERNSHIP, STUDENTS ARE REQUIRED TO RECAP THEIR EXPERIENCE VIA A WRITTEN REFLECTION AND SUBSEQUENT PRESENTATION OF THEIR REFLECTIONS ON THEIR EXPERIENCE ACTIVITIES. THE PURPOSE OF THE PHARMACY TECHNICIAN EXTERNSHIP IS TO BRIDGE THE INFORMATION LEARNED IN THE CLASSROOM TO REAL-LIFE EXPERIENCES IN A PHARMACY WORKPLACE. TO SUCCESSFULLY MATRICULATE BEYOND THIS PROGRAM, THE STUDENT MUST MASTER ALL PRIMARY LEARNING OBJECTIVES AND ANY ADDITIONAL LEARNING OBJECTIVES AS DIRECTED BY THE DIRECTOR OF THE PHARMACY TECHNICIAN PROGRAM.
Schedule H (Form 990) 2010
Additional Data


Software ID: 10000128
Software Version: v2010.1.0
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
SAINT JOSEPH HEALTH SYSTEM INC
 
Employer identification number
61-1334601
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) LEXINGTON-FAYETTE URBAN COUNTY200 EAST MAIN STREET
LEXINGTON,KY40507
61-0858140 GENERAL SERVICES 125,000       WORLD EQUESTRIAN GAMES
(2) KENTUCKY BLOOD CENTER INC3121 BEAUMONT CENTRE CIRCLE
LEXINGTON,KY40513
31-6058138 501(C)(3) 30,000       CAPITAL CAMPAIGN
(3) SOS INTERNATIONAL INC1500 ARLINGTON AVENUE
LOUISVILLE,KY40206
27-2624272 501(C)(3) 20,000 264,557 FMV MEDICAL SUPPLIES PROGRAM SUPPORT
(4) AMERICAN HEART ASSOCIATION INC7272 GREENVILLE AVENUE
DALLAS,TX75231
13-5613797 501(C)(3) 52,171       GO RED SPONSORSHIP
(5) JESSAMINE COUNTY CHAMBER OF COMMERCE508 N MAIN STREET
NICHOLASVILLE,KY40356
61-0515658 501(C)(6) 5,650       SPONSORSHIP EVENTS
(6) LEXINGTON CLINIC FOUNDATION INC1221 S BROADWAY
LEXINGTON,KY40504
61-6037046 501(C)(3) 20,000       PROGRAM SUPPORT
(7) UNITED METHODIST RETIREMENT COMMUNITY INC1125 LEXINGTON ROAD
WILMORE,KY40390
61-1164550 501(C)(3) 5,250       HOMES FOR THE ELDERLY
(8) MARCH OF DIMES FOUNDATION1275 MAMARONEK AVENUE
WHITE PLAINS,NY10605
13-1846366 501(C)(3) 15,500       PROGRAM SUPPORT
(9) SAINT JOSEPH LONDON FOUNDATION1001 SAINT JOSEPH LANE
LONDON,KY40741
26-0438748 501(C)(3)   10,988 BOOK DONATED BUS FOR SALE PROGRAM SUPPORT






2
Enter total number of section 501(c)(3) and government organizations ......................... Bullet Image
8
3
Enter total number of other organizations ................................ . Bullet Image
1
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2010

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













Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
Procedures for monitoring use of grant funds Schedule I, Part I, Line 2 GRANTS AND REQUESTS FOR CONTRIBUTIONS ARE ADMINISTERED BY THE CEO AND VP OF MISSION INTEGRATION. ALL GRANT EXPENDITURES REQUIRE THE SAME APPROVAL AS NON-GRANT EXPENDITURES THROUGH THE ACCOUNTS PAYABLE MATRIX.
Schedule I (Form 990) 2010


Additional Data


Software ID: 10000128
Software Version: v2010.1.0


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
SAINT JOSEPH HEALTH SYSTEM INC
 
Employer identification number

61-1334601
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement orprovision of all the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
 
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regs. section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2010

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

Note. The sum of columns (B)(i)-(iii) must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation
reported in prior
Form 990 or
Form 990-EZ
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) GARY ERMERS (i)
(ii)
360,091
0
125,506
0
20,901
0
57,929
0
22,432
0
586,859
0
0
0
(2) EUGENE WOODS (i)
(ii)
0
517,825
0
165,369
0
22,900
0
20,228
0
20,812
0
747,134
0
0
(3) MICHAEL ROWAN (i)
(ii)
0
912,104
0
405,340
0
23,868
0
166,637
0
19,330
0
1,527,279
0
0
(4) BRUCE KLOCKARS (i)
(ii)
0
313,799
0
89,607
0
52,474
0
27,578
218
13,866
218
497,324
0
0
(5) ROBERT BROCK (i)
(ii)
202,896
0
52,651
0
911
0
22,678
0
6,935
0
286,071
0
0
0
(6) EDWARD CARTHEW (i)
(ii)
241,490
0
81,349
0
21,202
0
41,488
0
11,597
0
397,126
0
0
0
(7) VIRGINIA DEMPSEY (i)
(ii)
284,524
0
101,170
0
25,600
0
47,922
0
12,131
0
471,347
0
0
0
(8) MELINDA EVANS (i)
(ii)
210,219
0
30,967
0
320
0
16,644
0
7,334
0
265,484
0
0
0
(9) GREG GERARD (i)
(ii)
166,670
0
64,086
0
19,466
0
32,722
0
13,262
0
296,206
0
0
0
(10) ERIC GILLIAM (i)
(ii)
171,750
0
23,556
0
243
0
19,405
0
15,896
0
230,850
0
0
0
(11) PEGGY GREEN (i)
(ii)
179,013
0
46,670
0
1,015
0
17,939
0
7,416
0
252,053
0
0
0
(12) KEN HAYNES (i)
(ii)
401,469
0
119,237
0
22,365
0
59,015
0
21,404
0
623,490
0
0
0
(13) CARMEL JONES (i)
(ii)
22,394
142,833
0
32,231
16
3,381
0
18,056
16,928
1,603
39,338
198,104
0
0
(14) CHRISTINE MAYS (i)
(ii)
263,669
0
36,809
0
1,158
0
32,478
0
13,528
0
347,642
0
0
0
(15) MARK STREETY (i)
(ii)
269,022
0
92,700
0
20,449
0
56,372
0
11,028
0
449,571
0
0
0
(16) KATHY STUMBO (i)
(ii)
167,379
0
47,176
0
19,646
0
39,600
0
21,001
0
294,802
0
0
0
(17) DANIEL VARGA (i)
(ii)
414,182
0
122,592
0
20,957
0
56,941
0
19,498
0
634,170
0
0
0
(18) CARLA WALTER (i)
(ii)
142,372
0
22,751
0
139
0
16,285
0
13,140
0
194,687
0
0
0
(19) SATHYENDRA MYSORE (i)
(ii)
582,382
0
0
0
840
0
22,678
0
20,904
0
626,804
0
0
0
(20) JEFFREY MILAM (i)
(ii)
522,948
0
0
0
1,932
0
20,228
0
15,702
0
560,810
0
0
0
(21) SHAILESH BHOPATKAR (i)
(ii)
469,279
0
0
0
840
0
20,228
0
22,608
0
512,955
0
0
0
(22) AMJAD ALI (i)
(ii)
298,231
0
86,497
0
356
0
22,678
0
20,408
0
428,170
0
0
0
(23) JAMES SHOPTAW (i)
(ii)
346,393
0
0
0
20,348
0
20,228
0
18,504
0
405,473
0
0
0
(24) PATRICK ROMANO (i)
(ii)
119,460
0
0
0
3,158
0
17,577
0
0
0
140,195
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
Severance or change-of-control payment Schedule J, Part I, Line 4a SAINT JOSEPH HEALTH SYSTEM'S SEVERANCE MAY BE OFFERED TO REGULAR FULL-TIME OR PART-TIME EMPLOYEES BASED ON YEARS OF SERVICE AND SCHEDULED HOURS. TO BE ELIGIBLE FOR SEVERANCE, AN EMPLOYEE MUST STAY WITH THE ORGANIZATION THROUGH THE END OF THE ANNOUNCED SEPARATION DATE AND NOT ACCEPT ANOTHER REGULAR FULL-TIME OR PART-TIME POSITION WITHIN THE ORGANIZATION. AN EMPLOYEE WILL NOT BE ELIGIBLE FOR SEVERANCE IF HE OR SHE SEPARATES FROM THE ORGANIZATION DUE TO PERFORMANCE ISSUES PRIOR TO THE JOB ELIMINATION DATE. MANAGEMENT HAS THE RIGHT TO CHANGE SEVERANCE PAY AMOUNTS AT ANY TIME AS BUSINESS NEEDS CHANGE. THE SEVERANCE PERIOD WILL IMMEDIATELY FOLLOW TERMINATION OF EMPLOYMENT. EMPLOYEES MUST SIGN A VALID AND COMPLETE WAIVER OF ALL CLAIMS PRIOR TO COMMENCEMENT OF SEVERANCE PAY. THE FOLLOWING REPORTABLE INDIVIDUALS RECEIVED SEVERANCE PAYMENTS FROM SAINT JOSEPH HEALTH SYSTEM DURING THE 2009 CALENDAR YEAR, AND THESE SEVERANCE PAYMENTS WERE INCLUDED IN THE INDIVIDUAL'S W-2 INCOME AND REPORTABLE COMPENSATION ON SCHEDULE J: PATRICK ROMANO $33,319. IN ADDITION, POST-TERMINATION PAYMENTS ARE ADDRESSED IN EXECUTIVE EMPLOYMENT AGREEMENTS FOR CATHOLIC HEALTH INITIATIVES ("CHI") AND RELATED ORGANIZATIONS' EMPLOYEES AT THE LEVEL OF VICE PRESIDENT AND ABOVE, INCLUDING THE MBO CEOS. THESE EMPLOYMENT AGREEMENTS REQUIRE THAT IN ORDER FOR THE EXECUTIVE TO RECEIVE POST-TERMINATION PAYMENTS, THESE INDIVIDUALS MUST EXECUTE A GENERAL RELEASE AND SETTLEMENT AGREEMENT. POST-TERMINATION PAYMENT ARRANGEMENTS ARE PERIODICALLY REVIEWED FOR OVERALL REASONABLENESS IN LIGHT OF THE EXECUTIVE'S OVERALL COMPENSATION PACKAGE.
Supplemental nonqualified retirement plan Schedule J, Part I, Line 4b DURING THE 2010 CALENDAR YEAR CATHOLIC HEALTH INITIATIVES ("CHI"), A RELATED ORGANIZATION, MAINTAINED A SUPPLEMENTAL NON-QUALIFIED DEFERRED COMPENSATION PLAN FOR MBO CEOS AND OTHER CHI EMPLOYEES AT THE LEVEL OF SENIOR VICE PRESIDENT AND ABOVE. THE FOLLOWING REPORTABLE INDIVIDUALS WERE ELIGIBLE TO PARTICIPATE IN THAT PLAN: GARY ERMERS, MICHAEL ROWAN, BRUCE KLOCKARS, EDWARD CARTHEW, VIRGINIA DEMPSEY, GREG GERARD, KEN HAYNES, MARK STREETY, KATHY STUMBO, AND DANIEL VARGA. DURING 2010 THE FOLLOWING CONTRIBUTIONS WERE MADE BY CHI TO THE DEFERRED COMPENSATION PLAN: GARY ERMERS $32,801, MICHAEL ROWAN $143,959, EDWARD CARTHEW $21,260, VIRGINIA DEMPSEY $25,244, GREG GERARD $14,939, KEN HAYNES $36,337, MARK STREETY $23,894, KATHY STUMBO $14,552, AND DANIEL VARGA $36,713. DUE TO THE "SUPER" VESTING RULES UNDER THE CHI DEFERRED COMPENSATION PLAN, PARTICIPANTS WHO HAVE MET CERTAIN REQUIREMENTS SUCH AS TERMINATION, AGE, OR YEARS OF SERVICE ARE ELIGIBLE TO RECEIVE THEIR 2010 CONTRIBUTIONS IN CASH. THESE CASH PAYOUTS ARE INCLUDED IN THE PARTICIPANT'S REPORTABLE COMPENSATION IN COLUMN (III) OTHER REPORTABLE COMPENSATION ON SCHEDULE J PART II. DURING 2010, THE FOLLOWING CONTRIBUTIONS THAT WOULD HAVE BEEN MADE BY CHI TO THE DEFERRED COMPENSATION PLAN WERE PAID IN CASH: BRUCE KLOCKARS $26,365.
Non-fixed payments Schedule J, Part I, Line 7 SJHS HAS AN INCENTIVE PLAN FOR EMPLOYED PHYSICIANS. THE PLAN IS BASED ON A COMBINATION OF PHYSICIAN PRODUCTIVITY, QUALITY, AND PATIENT SATISFACTION GOALS.
METHODS USED TO ESTABLISH CEO COMPENSATION SCHEDULE J, PART I, LINE 3A COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL WAS ESTABLISHED AND PAID BY CATHOLIC HEALTH INITIATIVES (CHI), A RELATED ORGANIZATION. CHI USED THE FOLLOWING TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION: (1) COMPENSATION COMMITTEE; (2) INDEPENDENT COMPENSATION CONSULTANT; (3) WRITTEN EMPLOYMENT CONTRACTS; (4) COMPENSATION SURVEY OR STUDY; (5) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
Schedule J (Form 990) 2010

Additional Data


Software ID: 10000128
Software Version: v2010.1.0
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
SAINT JOSEPH HEALTH SYSTEM INC
 
Employer identification number

61-1334601
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) KRYSTAL WOODS
 
NIECE OF CEO 44,018 COMPENSATION OF EARNED WAGES   No
(2) SCOTT MAYS
 
SON OF KEY EMPLOYEE 28,005 COMPENSATION OF EARNED WAGES   No
(3) SHARON KINDER
 
DAUGHTER OF KEY EMPLOYEE 11,435 COMPENSATION OF EARNED WAGES   No
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2010

Additional Data


Software ID: 10000128
Software Version: v2010.1.0




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
SAINT JOSEPH HEALTH SYSTEM INC
 
Employer identification number

61-1334601
Identifier Return Reference Explanation
New program services Form 990, Part III, Line 2 DURING FY 2011, SAINT JOSEPH HEALTH SYSTEM, INC. HAD THE FOLLOWING PROGRAM SERVICES ADDED: * SAINT JOSEPH (LONDON, KY) - PREMIER ORTHOPEDIC AND SPORTS MEDICINE * SAINT JOSEPH (MARTIN, KY) - ANTICOAGULATION CLINIC.
Classes of members or stockholders Form 990, Part VI, Section A, Line 6 ACCORDING TO THE BYLAWS OF SAINT JOSEPH HEALTH SYSTEM, THE ENTITY'S SOLE MEMBER IS CATHOLIC HEALTH INITIATIVES, A COLORADO NONPROFIT CORPORATION.
Members or stockholders electing members of governing body Form 990, Part VI, Section A, Line 7a ACCORDING TO SECTION 6.5 OF THE ORGANIZATION'S BYLAWS, DIRECTORS OF THE CORPORATION SHALL BE APPOINTED BY THE CORPORATE MEMBER NO LATER THAN JUNE 30 OF EACH YEAR. PRIOR TO EACH ANNUAL MEETING OF THE CORPORATE MEMBER, OR SUCH OTHER MEETING CALLED FOR THE PURPOSE OF APPOINTING DIRECTORS OF THE CORPORATION, THE NOMINATING COMMITTEE SHALL SELECT AND SUBMIT TO THE BOARD OF DIRECTORS A SLATE OF NOMINEES QUALIFIED TO SERVE ON THE BOARD OF DIRECTORS OF THE CORPORATION. THE BOARD OF DIRECTORS SHALL REVIEW THE NAMES AND QUALIFICATIONS OF EACH INDIVIDUAL ON THE RECOMMENDED SLATE AND SHALL VOTE TO ACCEPT OR REFUSE EACH NOMINEE. THE NAMES AND QUALIFICATIONS OF EACH INDIVIDUAL ACCEPTED BY THE BOARD OF DIRECTORS SHALL THEN BE SUBMITTED TO THE CORPORATE MEMBER, WHO SHALL THEN APPOINT OR REFUSE EACH NOMINEE IN ACCORDANCE WITH CORPORATE MEMBER'S BYLAWS AND WITH THE ENDORSEMENT OF THE SENIOR VICE PRESIDENT OF OPERATIONS. NOTWITHSTANDING ANYTHING IN THESE BYLAWS TO THE CONTRARY, THE CORPORATE MEMBER MAY UNILATERALLY APPOINT ONE OR MORE INDIVIDUALS TO THE BOARD OF DIRECTORS SHOULD THE BOARD FAIL TO FURNISH THE CORPORATE MEMBER WITH A LIST OF INDIVIDUALS QUALIFIED TO SERVE ON THE BOARD OF DIRECTORS OF THE CORPORATION IN ACCORDANCE WITH THIS SECTION.
Decisions requiring approval by members or stockholders Form 990, Part VI, Section A, Line 7b SAINT JOSEPH HEALTH SYSTEM'S (SJHS) CORPORATE MEMBER IS CATHOLIC HEALTH INITIATIVES ("CHI"). PURSUANT TO SECTION 5.4 OF SJHS' BYLAWS, THE CORPORATE MEMBER SHALL HAVE THE SPECIFIC RIGHTS SET FORTH IN THE GOVERNANCE MATRIX. PURSUANT TO THE GOVERNANCE MATRIX, THE FOLLOWING RIGHTS ARE RESERVED TO THE CHI BOARD DIRECTLY OR THROUGH POWERS DELEGATED TO THE CHI CHIEF EXECUTIVE OFFICER: - SUBSTANTIAL CHANGE IN THE MISSION OR PHILOSOPHY OF SJHS - AMENDMENT OF THE CORPORATE DOCUMENTS OF SJHS - APPROVE MEMBERS OF THE SJHS BOARD - REMOVAL OF A MEMBER OF THE GOVERNING BODY OF SJHS - APPROVAL OF ISSUANCE OF DEBT BY SJHS - APPROVAL OF PARTICIPATION OF SJHS IN A JOINT VENTURE - APPROVAL OF FORMATION OF A NEW CORPORATION BY SJHS - APPROVAL OF A MERGER INVOLVING SJHS - APPROVAL OF THE SALE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF SJHS - TO REQUIRE THE TRANSFER OF ASSETS BY SJHS TO CHI TO ACCOMPLISH CHI'S GOALS AND OBJECTIVES, AND TO SATISFY CHI DEBTS. - ADOPTION OF LONG RANGE AND STRATEGIC PLANS FOR SJHS IN ADDITION, PURSUANT TO SECTION 5.5.2 OF THE ORGANIZATION'S BYLAWS, CHI MAY, IN EXERCISE OF ITS APPROVAL POWERS, GRANT OR WITHHOLD APPROVAL IN WHOLE OR IN PART, OR MAY, IN ITS COMPLETE DISCRETION, AFTER CONSULTATION WITH THE BOARD AND THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OF THE ORGANIZATION, RECOMMEND SUCH OTHER OR DIFFERENT ACTIONS AS IT DEEMS APPROPRIATE.
Review of form 990 by governing body Form 990, Part VI, Section B, Line 11a THE FORM 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER. SUBSEQUENT TO THE CFO REVIEW, THE TAX DEPARTMENT FILES THE RETURN WITH THE APPROPRIATE FEDERAL AND STATE AGENCIES, MAKING ANY NON-SUBSTANTIVE CHANGES NECESSARY TO EFFECT E-FILING.
Conflict of interest policy Form 990, Part VI, Section B, Line 12c EACH DIRECTOR MUST PROMPTLY AND FULLY REPORT TO THE BOARD CHAIR SITUATIONS THAT MAY CREATE A CONFLICT OF INTEREST WHEN HE OR SHE BECOMES AWARE OF SUCH SITUATIONS. IN THE CASE OF AN OFFICER, DISCLOSURE MUST BE MADE TO THE CORPORATION'S CEO WHO WILL REPORT SUCH DISCLOSURE TO THE BOARD CHAIR. IN ANY SITUATION WHEN A DIRECTOR OR OFFICER IS IN DOUBT, FULL DISCLOSURE SHOULD BE MADE SO AS TO PERMIT AN IMPARTIAL AND OBJECTIVE DETERMINATION. A WRITTEN RECORD OF THE DISCLOSURE WILL BE MADE. IN ADDITION TO THE ONGOING DISCLOSURE OBLIGATION, THE CORPORATION'S CHIEF EXECUTIVE OFFICER SHALL ANNUALLY SEND TO ALL DIRECTORS AND OFFICERS A COPY OF THIS POLICY AND THE CONFLICT OF INTEREST DISCLOSURE STATEMENT. THE DIRECTORS AND OFFICERS MUST PROMPTLY COMPLETE, SIGN, AND RETURN THE STATEMENT TO THE CORPORATION'S CHIEF EXECUTIVE OFFICER. THE COMPLETED STATEMENTS WILL BE REVIEWED BY THE CHIEF EXECUTIVE OFFICER AND THE BOARD CHAIR. THE BOARD CHAIR OR DESIGNEE SHALL MAKE SUCH FURTHER INVESTIGATION OF ANY CONFLICT OF INTEREST DISCLOSURES AS HE OR SHE MAY DEEM APPROPRIATE. IF THE CONFLICT INVOLVES THE BOARD CHAIR, THE VICE CHAIR WILL ASSUME THE CHAIR'S ROLE OUTLINED IN THIS POLICY. BASED ON REVIEW AND EVALUATION OF THE RELEVANT FACTS AND CIRCUMSTANCES, THE BOARD CHAIR WILL MAKE AN INITIAL DETERMINATION AS TO WHETHER A CONFLICT OF INTEREST EXISTS AND WHETHER, PURSUANT TO THE POLICY, REVIEW AND APPROVAL OR OTHER ACTION BY THE BOARD OF DIRECTORS IS REQUIRED. A WRITTEN RECORD OF THE BOARD CHAIR'S DETERMINATION, INCLUDING RELEVANT FACTS AND CIRCUMSTANCES, WILL BE MADE. THE BOARD CHAIR SHALL THEN MAKE AN APPROPRIATE REPORT TO THE EXECUTIVE COMMITTEE OF THE BOARD CONCERNING SUCH REVIEW, EVALUATION AND DETERMINATION. IF A DIFFERENCE OF OPINION EXISTS BETWEEN THE BOARD CHAIR AND ANOTHER DIRECTOR AS TO WHETHER THE FACTS AND CIRCUMSTANCES OF A GIVEN SITUATION CONSTITUTE A CONFLICT OF INTEREST OR WHETHER THE BOARD OF DIRECTORS REVIEW AND APPROVAL OF OTHER ACTION IS REQUIRED WITHIN THIS POLICY, THE MATTER SHALL BE SUBMITTED TO THE BOARD'S EXECUTIVE COMMITTEE, WHICH SHALL THEN MAKE A FINAL DETERMINATION AS TO THE MATTER PRESENTED. SUCH DETERMINATION, INCLUDING RELEVANT FACTS AND CIRCUMSTANCES, WILL BE REFLECTED IN THE COMMITTEE MINUTES AND WILL BE REPORTED TO THE BOARD OF DIRECTORS. FOR EMPLOYEES, CONFLICT DISCLOSURE STATEMENTS ARE REVIEWED BY HUMAN RESOURCES AND THE PRESIDENT IF THERE ARE ANY POTENTIAL CONFLICTS.
Process used to establish compensation of top management official Form 990, Part VI, Section B, Line 15a THE ORGANIZATION'S CEO'S COMPENSATION IS PAID BY CHI. CHI HAS A DEFINED COMPENSATION PHILOSOPHY. BOTH THE EXECUTIVE AND NON-EXECUTIVE COMPENSATION STRUCTURES AND RANGES ARE REVIEWED ANNUALLY IN COMPARISON TO MARKET DATA. CHI USES THE HAY GROUP AS THE INDEPENDENT THIRD PARTY TO ASSESS EXECUTIVE COMPENSATION PROGRAMS AND TO ENSURE THE REASONABLENESS OF ACTUAL SALARIES AND TOTAL COMPENSATION PACKAGES. COMPENSATION OF THE SENIOR MOST EXECUTIVES IS REVIEWED ANNUALLY. THE HAY GROUP REVIEWS BOTH CASH AND TOTAL COMPENSATION FOR OVERALL REASONABLENESS, FOR ADHERENCE TO CHI'S COMPENSATION PHILOSOPHY, AND FOR COMPARABILITY TO THE NOT-FOR-PROFIT HEALTHCARE MARKET. THIS INDEPENDENT REVIEW IS DELIVERED BY HAY GROUP TO THE HR COMMITTEE OF THE CHI BOARD OF STEWARDSHIP TRUSTEES ANNUALLY AT THEIR SEPTEMBER MEETING AND MINUTES ARE SHARED WITH THE FULL BOARD AT THE DECEMBER MEETING. THE LAST REVIEW WAS SEPTEMBER 2011. IN ADDITION, IN DECEMBER 2009, HAY GROUP COMPLETED A COMPREHENSIVE REVIEW OF ALL POSITIONS AT THE LEVEL OF VICE PRESIDENT AND ABOVE TO DETERMINE AND VALIDATE APPROPRIATE COMPENSATION LEVELS.
Process used to establish compensation of other officers/key employees Form 990, Part VI, Section B, Line 15b SAINT JOSEPH HEALTH SYSTEM'S EXECUTIVE LEADERSHIP COMPENSATION IS REVIEWED BY THE EXECUTIVE COMMITTEE TO THE BOARD. AN OUTSIDE CONSULTANT PROVIDED COMPARATIVE DATA BASED ON BASE COMPENSATION, TOTAL COMPENSATION, AND EXECUTIVE BENEFITS. PHYSICIAN COMPENSATION IS REVIEWED AND APPROVED BY PLC, MANAGEMENT PTRC, BOARD PTRC, AND ULTIMATELY THE FULL BOARD.
Public Disclosure Form 990, Part VI, Section C, Line 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE INCLUDED IN CATHOLIC HEALTH INITIATIVES' CONSOLIDATED AUDITED FINACIAL STATEMENTS THAT ARE AVAILABLE AT WWW.CATHOLICHEALTHINIT.ORG OR AT WWW.DACBOND.ORG. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST FROM THE ADMINISTRATION DEPARTMENT.
EXECUTIVE COMMITTEE COMPOSITION & AUTHORITY FORM 990, PART VI, LINE 1A PURSUANT TO SECTION 8.6 OF THE BYLAWS OF SAINT JOSEPH HEALTH SYSTEM INC., THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIRPERSON OF THE BOARD, THE VICE CHAIRPERSON OF THE BOARD, THE PRESIDENT AND CHIEF EXECUTIVE OFFICER, EACH OF WHOM SHALL SERVE AS AN EX OFFICIO VOTING MEMBER OF THE EXECUTIVE COMMITTEE, AND UP TO TWO OTHER DIRECTORS OF THE CORPORATION, AND SHALL INCLUDE, TO THE EXTENT POSSIBLE, AT LEAST ONE MEMBER OF A SPONSORING CONGREGATION OR OTHER RELIGIOUS INSTITUTE OF THE ROMAN CATHOLIC CHURCH. EACH INDIVIDUAL APPOINTED TO THE EXECUTIVE COMMITTEE SHALL SERVE FOR A TERM OF ONE YEAR OR UNTIL HIS OR HER SUCCESSOR IS DULY APPOINTED BY THE BOARD OF DIRECTORS. ANY VACANCY OF AN APPOINTED EXECUTIVE COMMITTEE MEMBERSHIP MAY BE FILLED FOR THE UNEXPIRED PORTION OF THE TERM IN THE MANNER THAT THE ORIGINAL COMMITTEE MEMBER WAS APPOINTED. EXCEPT AS PROVIDED BY LAW, THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE SUCH POWERS AS MAY BE DELEGATED TO IT BY THE BOARD OF DIRECTORS. ADDITIONALLY, THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE SUCH POWERS TO TRANSACT ROUTINE BUSINESS OF THE CORPORATION IN THE INTERIM PERIOD BETWEEN REGULARLY SCHEDULED MEETINGS OF THE BOARD OF DIRECTORS PROVIDED THAT SUCH ACTIONS TAKEN SHALL BE CONSISTENT WITH AND NOT CONFLICT WITH ANY ACTIONS OR POLICIES OF THE BOARD OF DIRECTORS OR CORPORATE MEMBER WITH THESE BYLAWS AND APPLICABLE LAW. ALL ACTIONS TAKEN BY THE EXECUTIVE COMMITTEE SHALL BE PROMPTLY REPORTED TO THE BOARD OF DIRECTORS AT THE NEXT REGULAR OR ANNUAL MEETING OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL MEET AT SUCH TIMES AS SHALL BE DETERMINED BY THE CHAIRPERSON. THE EXECUTIVE COMMITTEE SHALL KEEP REGULAR MINUTES OF ITS PROCEEDINGS AND REPORT THE SAME TO THE BOARD OF DIRECTORS AT EACH REGULAR MEETING OF THE BOARD.
FORMAL POLICIES CONCERNING PARTICIPATION IN JOINT VENTURES FORM 990, PART VI, Q. 16B SAINT JOSEPH HEALTH SYSTEM, INC. HAS NOT FORMALLY ADOPTED A WRITTEN POLICY OR WRITTEN PROCEDURE REGARDING JOINT VENTURES. HOWEVER CHI'S SYSTEM-WIDE JOINT VENTURE MODEL OPERATING AGREEMENT INCORPORATES CONTROLS OVER THE VENTURE SUFFICIENT TO ENSURE THAT (1) THE EXEMPT ORGANIZATION AT ALL TIMES RETAINS CONTROL OVER THE VENTURE SUFFICIENT TO ENSURE THAT THE PARTNERSHIP FURTHERS THE EXEMPT PURPOSE OF THE ORGANIZATION; (2) IN ANY PARTNERSHIP IN WHICH THE EXEMPT ORGANIZATION IS A PARTNER, ACHIEVEMENT OF EXEMPT PURPOSES IS PRIORITIZED OVER MAXIMIZATION OF PROFITS FOR THE PARTNERS; (3) THE PARTNERSHIP DOES NOT ENGAGE IN ANY ACTIVITIES THAT WOULD JEOPARDIZE THE EXEMPT ORGANIZATION'S EXEMPTION; (4) RETURNS OF CAPITAL, ALLOCATIONS, AND DISTRIBUTIONS MUST BE MADE IN PROPORTION TO THE PARTNERS' RESPECTIVE OWNERSHIP INTERESTS; AND (5) ALL CONTRACTS ENTERED INTO BY THE PARTNERSHIP WITH THE EXEMPT ORGANIZATION MUST BE AT ARM'S-LENGTH, WITH PRICES SET AT FAIR MARKET VALUE. ANY JOINT VENTURE AGREEMENTS THAT DO NOT CONFORM TO THE MODEL AGREEMENT ARE GENERALLY REVIEWED BY COUNSEL.
ESTIMATE OF HOURS DEVOTED TO RELATED ORGANIZATIONS FORM 990, PART VII COMPENSATION REPORTED ON FORM 990, PART VII WAS PAID TO THESE INDIVIDUALS BY RELATED ORGANIZATIONS IN EXCHANGE FOR THE FULFILLMENT OF THEIR DUTIES AS FULL-TIME, 60 HOUR-PER-WEEK EMPLOYEES.
Other changes in net assets or fund balances Form 990, Part XI, Line 5 NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS - 10164052; PRIOR PERIOD ADJUSTMENTS - 29638; CAPITAL RESOURCE POOL CONTRIBUTION - -5271534; EQUITY TRANSFER TO SJMSF - -1981976; CHI CONNECT DEPRECIATION - 1416078; INVESTMENT IN UNCONSOLIDATED ORGS - 1334020; DISTRIBUTIONS FROM LSC & BRI - 70322;
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: 10000128
Software Version: v2010.1.0
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
SAINT JOSEPH HEALTH SYSTEM INC
 
Employer identification number

61-1334601
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) IMAGING CENTER OF MOUNT STERLING LLC
ONE SAINT JOSEPH DRIVE
LEXINGTON,KY40504
61-1334601
MEDICAL IMAGING KY 0 0 SJHS
 
(2) ONCOLOGY SERVICES OF CENTRAL KENTUCKY
ONE SAINT JOSEPH DRIVE
LEXINGTON,KY40504
27-0900852
ONCOLOGY KY 0 0 SJHS
 
(3) JESSAMINE HEALTH SERVICES LLC DBA SAINT JOSEPH HEART INSTITUTE
424 LEWIS HARGETT CIRCLE SUITE 160
LEXINGTON,KY40503
61-1334601
HEALTHCARE KY 0 0 SJHS
 






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) ALEGENT HEALTH - BERGAN MERCY HEALTH SYS

7500 MERCY ROAD

OMAHA,NE68124
47-0484764
HEALTHCARE NE 501(C)(3) 3 CHI
 
Yes
 
(2) ALEGENT HEALTH - MERCY HOSPITAL CORNING

PO BOX 368

CORNING,IA50841
42-0782518
HEALTHCARE IA 501(C)(3) 3 AHBMHS
 
Yes
 
(3) ALVERNA APARTMENTS

300 SE 8TH AVENUE

LITTLE FALLS,MN56345
41-1351177
LTERM CARE MN 501(C)(3) 9 CHI
 
Yes
 
(4) APPLETREE COURT

601 OAK STREET

BRECKENRIDGE,MN56520
41-1850500
SENIOR HOMES MN 501(C)(3) 9 SFH
 
Yes
 
(5) BISHOP DRUMM RETIREMENT CENTER

1111 6TH AVENUE

DES MOINES,IA50314
42-0725196
LTERM CARE IA 501(C)(3) 9 CHI-IA CORP
 
Yes
 
(6) BORNEMANN HEALTHCARE CORPORATION

2500 BERNVILLE RD PO BOX 316

READING,PA19603
23-2187242
HEALTHCARE PA 501(C)(3) 11 - Type I CHI
 
Yes
 
(7) CARRINGTON HEALTH CENTER

800 NORTH 4TH STREET

CARRINGTON,ND58421
45-0227311
HEALTHCARE ND 501(C)(3) 3 CHI
 
Yes
 
(8) CATHOLIC HEALTH CARE FEDERATION

198 INVERNESS DRIVE WEST

ENGLEWOOD,CO80112
20-8473567
JURIDIC PERSON CO 501(C)(3) 11 - Type I CHI
 
Yes
 
(9) CATHOLIC HEALTH INITIATIVES

198 INVERNESS DRIVE WEST

ENGLEWOOD,CO80112
47-0617373
HEALTHCARE CO 501(C)(3) 9 CHI
 
Yes
 
(10) CATHOLIC HEALTH INITIATIVES COLORADO FOUNDATION

961 EAST COLORADO AVENUE

COLORADO SPRINGS,CO80903
84-0902211
FUNDRAISING CO 501(C)(3) 7 CHI COLORADO
 
Yes
 
(11) CENTENNIAL MEDICAL GROUP INC

2700 STEWART PARKWAY

ROSEBURG,OR97470
90-0433062
PHYSICIANS OR 501(C)(3) 9 MMC
 
Yes
 
(12) CHI COLORADO

188 INVERNESS DRIVE WEST

ENGLEWOOD,CO80112
84-0405257
HEALTHCARE CO 501(C)(3) 3 CHI
 
Yes
 
(13) CHI HEALTH CONNECT AT HOME - FARGO

4816 AMBER VALLEY PARKWAY

FARGO,ND58104
27-1966847
HEALTHCARE ND 501(C)(3) 3 CHI
 
Yes
 
(14) CHI INSTITUTE FOR RESEARCH AND INNOVATION

198 INVERNESS DRIVE WEST

ENGLEWOOD,CO80112
27-1050565
HEALTHCARE CO 501(C)(3) 11 - Type I CHI
 
Yes
 
(15) CHI KENTUCKY INC

3900 OLYMPIC BLVD SUITE 400

ERLANGER,KY41018
20-2741651
HEALTHCARE KY 501(C)(3) 11 - Type I CHI
 
Yes
 
(16) CHI NATIONAL FOUNDATION

198 INVERNESS DRIVE WEST

ENGLEWOOD,CO80112
27-0930004
FUNDRAISING CO 501(C)(3) 11 - Type I CHI
 
Yes
 
(17) CHI NATIONAL HOME CARE

198 INVERNESS DRIVE WEST

ENGLEWOOD,CO80112
45-1261716
HEALTHCARE CO 501(C)(3) 11 - Type I CHI
 
Yes
 
(18) CHI NATIONAL SERVICES

198 INVERNESS DRIVE WEST

ENGLEWOOD,CO80112
45-2532084
HEALTHCARE CO 501(C)(3) 9 CHI
 
Yes
 
(19) CHI NEBRASKA

555 SOUTH 70TH STREET

LINCOLN,NE68510
36-3233121
HEALTHCARE NE 501(C)(3) 11 - Type I CHI
 
Yes
 
(20) CHI-IOWA CORP

1111 6TH AVENUE

DES MOINES,IA50314
42-0680448
HEALTHCARE IA 501(C)(3) 3 MHN
 
Yes
 
(21) CONTINUING CARE HOSPITAL

150 NORTH EAGLE CREEK DRIVE

LEXINGTON,KY40509
61-1400619
LTACH KY 501(C)(3) 3 SJHS
 
Yes
 
(22) ENUMCLAW REGIONAL HOSPITAL ASSOCIATION

1450 BATTERSBY AVENUE

ENUMCLAW,WA98022
91-0715805
HEALTHCARE WA 501(C)(3) 3 FHS
 
Yes
 
(23) FLAGET HEALTHCARE DBA FLAGET MEMORIAL HOSPITAL

4305 NEW SHEPHERDSVILLE ROAD

BARDSTOWN,KY40004
61-1345363
HEALTHCARE KY 501(C)(3) 3 CHI
 
Yes
 
(24) FLAGET MEMORIAL HOSPITAL FOUNDATION INC

4305 NEW SHEPHERDSVILLE ROAD

BARDSTOWN,KY40004
56-2351341
FUNDRAISING KY 501(C)(3) 11 - Type I FH
 
Yes
 
(25) FRANCISCAN FOUNDATION

1717 SOUTH J STREET

TACOMA,WA98405
91-1145592
FUNDRAISING WA 501(C)(3) 9 FHS
 
Yes
 
(26) FRANCISCAN HEALTH SYSTEM FKA FRANCISCAN HEALTH SYSTEM WEST

1717 SOUTH J STREET

TACOMA,WA98405
91-0564491
HEALTHCARE WA 501(C)(3) 3 CHI
 
Yes
 
(27) FRANCISCAN MEDICAL GROUP

1708 SOUTH YAKIMA AVENUE

TACOMA,WA98405
91-1939739
HEALTHCARE WA 501(C)(3) 9 FHS
 
Yes
 
(28) FRANCISCAN VILLA OF SOUTH MILWAUKEE INC

3601 SOUTH CHICAGO AVENUE

SOUTH MILWAUKEE,WI53172
39-1093829
HEALTHCARE WI 501(C)(3) 9 CHI
 
Yes
 
(29) GETTYSBURG MEDICAL CENTER

606 EAST GARFIELD AVENUE

GETTYSBURG,SD57442
46-0234354
HEALTHCARE SD 501(C)(3) 3 SMHC
 
Yes
 
(30) GLOBAL HEALTH INITIATIVES

198 INVERNESS DRIVE WEST

ENGLEWOOD,CO80112
20-1536108
MINISTRIES CO 501(C)(3) 11 - Type I CHI
 
Yes
 
(31) GOOD SAMARITAN COLLEGE OF NURSING & HEALTH SCIENCE

375 DIXMYTH AVE

CINCINNATI,OH45220
31-1778403
EDUCATION KY 501(C)(3) 2 GHS
 
Yes
 
(32) GOOD SAMARITAN FOUNDATION OF CINCINNATI INC

619 OAK STREET ACCOUNTING-3 W

CINCINNATI,OH45206
31-1206047
FUNDRAISING OH 501(C)(3) 11 - Type I GSH
 
Yes
 
(33) GOOD SAMARITAN HOSPITAL

PO BOX 1990

KEARNEY,NE68848
47-0379755
HEALTHCARE NE 501(C)(3) 3 CHI NEBRASKA
 
Yes
 
(34) GOOD SAMARITAN HOSPITAL FOUNDATION

PO BOX 1810

KEARNEY,NE68848
47-0659443
FUNDRAISING NE 501(C)(3) 7 GSH
 
Yes
 
(35) HEALTH SET

4200 WEST CONEJOS PLACE 436

DENVER,CO80204
84-1102943
LOW INC.CARE CO 501(C)(3) 7 CHI COLORADO
 
Yes
 
(36) HEALTHCARE AND WELLNESS FOUNDATION

2400 ST FRANCIS DRIVE

BRECKENRIDGE,MN56520
76-0761782
FUNDRAISING MN 501(C)(3) 11 - Type I SFMC
 
Yes
 
(37) HOSPITAL ASSOCIATION FOR ST JOSEPH HOSPITAL

7601 OSLER DRIVE

TOWSON,MD21204
52-6050777
HEALTHCARE MD 501(C)(3) 9 SJMC
 
Yes
 
(38) HOUSE OF MERCY

1111 6TH AVENUE

DES MOINES,IA50314
42-1323808
SHELTER IA 501(C)(3) 7 CHI-IA CORP
 
Yes
 
(39) LAKEWOOD HEALTH CENTER

600 MAIN AVENUE SOUTH

BAUDETTE,MN56623
41-0758434
LTERM CARE MN 501(C)(3) 3 CHI
 
Yes
 
(40) LINUS OAKES INC

2700 STEWART PARKWAY

ROSEBURG,OR97470
93-0821381
SENIOR LIVING OR 501(C)(3) 9 MMC
 
Yes
 
(41) LISBON AREA HEALTH SERVICES

905 MAIN STREET

LISBON,ND58054
82-0558836
HEALTHCARE ND 501(C)(3) 3 CHI
 
Yes
 
(42) MEMORIAL HEALTH CARE SYSTEM FOUNDATION

2525 DE SALES AVENUE

CHATTANOOGA,TN37404
62-1839548
FUNDRAISING TN 501(C)(3) 7 MHCS
 
Yes
 
(43) MEMORIAL HEALTH CARE SYSTEM INC

2525 DE SALES AVENUE

CHATTANOOGA,TN37404
62-0532345
HEALTHCARE TN 501(C)(3) 3 CHI
 
Yes
 
(44) MEMORIAL HEALTH PARTNERS FOUNDATION INC

6028 SHALLOWFORD ROAD

CHATTANOOGA,TN37421
03-0417049
HEALTHCARE TN 501(C)(3) 9 MHCS
 
Yes
 
(45) MERCY AUXILIARY OF CENTRAL IOWA

1111 6TH AVENUE

DES MOINES,IA50314
42-6076069
AUXILIARY IA 501(C)(3) 11 - Type I CHI-IA CORP
 
Yes
 
(46) MERCY CLINICS INC

1111 6TH AVENUE

DES MOINES,IA50314
42-1193699
PHYSICIAN IA 501(C)(3) 9 CHI-IA CORP
 
Yes
 
(47) MERCY COLLEGE OF HEALTH SCIENCES

1111 6TH AVENUE

DES MOINES,IA50314
42-1511682
EDUCATION IA 501(C)(3) 2 CHI-IA CORP
 
Yes
 
(48) MERCY FOUNDATION OF DES MOINES IA

1111 6TH AVENUE

DES MOINES,IA50314
23-7358794
FUNDRAISING IA 501(C)(3) 7 CHI-IA CORP
 
Yes
 
(49) MERCY FOUNDATION INC

2700 STEWART PARKWAY

ROSEBURG,OR97470
93-6088946
FUNDRAISING OR 501(C)(3) 7 MMC
 
Yes
 
(50) MERCY HEALTH CARE FOUNDATION

PO BOX 368

CORNING,IA50841
42-1461064
FUNDRAISING NE 501(C)(3) 11 - Type I AHMH
 
Yes
 
(51) MERCY HOSPITAL FOUNDATION COUNCIL BLUFFS

800 MERCY DRIVE

COUNCIL BLUFFS,IA51503
42-1178204
FUNDRAISING IA 501(C)(3) 11 - Type I AHBMHS
 
Yes
 
(52) MERCY HOSPITAL OF DEVILS LAKE

1031 EAST SEVENTH STREET

DEVILS LAKE,ND58301
45-0227012
HEALTHCARE ND 501(C)(3) 3 CHI
 
Yes
 
(53) MERCY HOSPITAL OF VALLEY CITY

570 CHAUTAUQUA BOULEVARD

VALLEY CITY,ND58072
45-0226553
HEALTHCARE ND 501(C)(3) 3 CHI
 
Yes
 
(54) MERCY LIFECARE SYSTEMS

2727 MCCLELLAND BLVD

JOPLIN,MO64804
43-1305163
PROPERTY MGMT MO 501(C)(3) 11 - Type I SJRMC
 
Yes
 
(55) MERCY MEDICAL CENTER

1301 15TH AVENUE WEST

WILLISTON,ND58801
45-0231183
HEALTHCARE ND 501(C)(3) 3 CHI
 
Yes
 
(56) MERCY MEDICAL CENTER

2700 STEWART PARKWAY

ROSEBURG,OR97470
93-0386868
HEALTHCARE OR 501(C)(3) 3 CHI
 
Yes
 
(57) MERCY MEDICAL CENTER - CENTERVILLE

1 ST JOSEPHS DRIVE

CENTERVILLE,IA52544
42-0680308
HEALTHCARE IA 501(C)(3) 3 CHI-IA CORP
 
Yes
 
(58) MERCY MEDICAL FOUNDATION

1301 15TH AVENUE WEST

WILLISTON,ND58801
45-0381803
FUNDRAISING ND 501(C)(3) 11 - Type I MMC
 
Yes
 
(59) MERCY PROFESSIONAL PRACTICE ASSOCIATES INC

1111 6TH AVENUE

DES MOINES,IA50314
42-1470935
PHYSICIAN IA 501(C)(3) 9 CHI-IA CORP
 
Yes
 
(60) MERCY REGIONAL MEDICAL CENTER OF DURANGO

1010 THREE SPRINGS BLVD

DURANGO,CO81301
84-0405515
HEALTHCARE CO 501(C)(3) 3 CHI
 
Yes
 
(61) MNMCH INC

220 NORTH PENNSYLVANIA

COLUMBUS,KS66725
48-1216238
HEALTHCARE KS 501(C)(3) 3 SJRMC
 
Yes
 
(62) MT ST JOSEPH INC

3060 SE STARK STREET

PORTLAND,OR97214
93-0386870
NURSING CARE OR 501(C)(3) 9 CHI
 
Yes
 
(63) OAKES COMMUNITY HOSPITAL

314 SOUTH 8TH STREET

OAKES,ND58474
45-0231675
HEALTHCARE ND 501(C)(3) 3 CHI
 
Yes
 
(64) OAKES COMMUNITY HOSPITAL FOUNDATION

314 SOUTH 8TH STREET

OAKES,ND58474
71-0966606
FUNDRAISING ND 501(C)(3) 11 - Type I OCH
 
Yes
 
(65) PUEBLO STEPUP

1925 EAST ORMAN AVE SUITE G52

PUEBLO,CO81004
84-1234295
COMMUNITY CO 501(C)(3) 7 CHI
 
Yes
 
(66) SET OF COLORADO SPRINGS INC

825 E PIKES PEAK AVENUE BLDG 29

COLORADO SPRINGS,CO80903
84-1183335
LTERM CARE CO 501(C)(3) 7 CHI COLORADO
 
Yes
 
(67) SAINT CLARE'S COMMUNITY CARE

66 FORD ROAD

DENVILLE,NJ07834
22-2876836
HEALTHCARE NJ 501(C)(3) 11 - Type II SCHS
 
Yes
 
(68) SAINT CLARE''S FOUNDATION INC

66 FORD ROAD

DENVILLE,NJ07834
22-2502997
FUNDRAISING NJ 501(C)(3) 7 SCHS
 
Yes
 
(69) SAINT CLARE''S HEALTH SERVICES INC

25 POCONO ROAD

DENVILLE,NJ07834
22-3639733
MANAGEMENT NJ 501(C)(3) 7 CHI
 
Yes
 
(70) SAINT CLARE'S HOSPITAL

66 FORD ROAD

DENVILLE,NJ07834
22-3319886
HEALTHCARE NJ 501(C)(3) 3 CHI
 
Yes
 
(71) SAINT ELIZABETH FOUNDATION

555 SOUTH 70TH STREET

LINCOLN,NE68510
47-0625523
FUNDRAISING NE 501(C)(3) 7 SERMC
 
Yes
 
(72) SAINT ELIZABETH HEALTH SERVICES

555 SOUTH 70TH STREET

LINCOLN,NE68510
36-3233120
HEALTHCARE NE 501(C)(3) 3 SERMC
 
Yes
 
(73) SAINT ELIZABETH REGIONAL MEDICAL CENTER

555 SOUTH 70TH STREET

LINCOLN,NE68510
47-0379836
HEALTHCARE NE 501(C)(3) 3 CHI NEBRASKA
 
Yes
 
(74) SAINT FRANCIS MEDICAL CENTER

PO BOX 9804

GRAND ISLAND,NE68802
47-0376601
HEALTHCARE NE 501(C)(3) 3 CHI NEBRASKA
 
Yes
 
(75) SAINT FRANCIS MEDICAL CENTER FOUNDATION

PO BOX 9804

GRAND ISLAND,NE68802
47-0630267
FUNDRAISING NE 501(C)(3) 7 SFMC
 
Yes
 
(76) SAINT JOSEPH BEREA HOSPITAL FOUNDATION INC

305 ESTILL STREET

BEREA,KY40403
26-0152877
FUNDRAISING KY 501(C)(3) 7 SJHS
 
Yes
 
(77) SAINT JOSEPH HEALTH SYSTEM INC

150 N EAGLE CREEK DR

LEXINGTON,KY40509
61-1334601
HEALTHCARE KY 501(C)(3) 3 CHI
 
Yes
 
(78) SAINT JOSEPH LONDON FOUNDATION INC

310 EAST NINTH STREET

LONDON,KY40741
26-0438748
FUNDRAISING KY 501(C)(3) 11 - Type I SJHS
 
Yes
 
(79) SAINT JOSEPH MEDICAL FOUNDATION INC

ONE ST JOSEPH DRIVE

LEXINGTON,KY40504
31-1539059
PHY PRACTICES KY 501(C)(3) 3 SJHS
 
Yes
 
(80) SAINT JOSEPH MOUNT STERLING FOUNDATION INC

50 STERLING AVENUE

MOUNT STERLING,KY40353
27-2884584
FUNDRAISING KY 501(C)(3) 7 SJHS
 
Yes
 
(81) SAINT JOSEPH'S HOSPITAL FOUNDATION

30 WEST 7TH STREET

DICKINSON,ND58601
36-3418207
FUNDRAISING ND 501(C)(3) 11 - Type I SJHHC
 
Yes
 
(82) SAMARITAN BEHAVIORAL HEALTH

601 S EDWIN C MOSES BLVD

DAYTON,OH45408
02-0633634
HEALTHCARE OH 501(C)(3) 3 SHP
 
Yes
 
(83) SAMARITAN HEALTH FOUNDATION

2222 PHILADELPHIA DRIVE

DAYTON,OH45406
23-7296923
FUNDRAISING OH 501(C)(3) 7 SHP
 
Yes
 
(84) SAMARITAN HEALTH PARTNERS

2222 PHILADELPHIA DRIVE

DAYTON,OH45406
31-1107411
HEALTHCARE OH 501(C)(3) 11 - Type I CHI
 
Yes
 
(85) ST JOSEPH HEALTH MINISTRIES

1929 LINCOLN HWY E STE 150

LANCASTER,PA17602
23-2342997
HEALTH PA 501(C)(3) 11 - Type I CHI
 
Yes
 
(86) ST JOSEPH HEALTH MINISTRIES FOUNDATION

1929 LINCOLN HWY E STE 150

LANCASTER,PA17602
23-2605579
FUNDRAISING PA 501(C)(3) 11 - Type I SJHM
 
Yes
 
(87) ST ANTHONY HOSPITAL

1601 SE COURT AVENUE

PENDLETON,OR97801
93-0391614
HEALTHCARE OR 501(C)(3) 3 CHI
 
Yes
 
(88) ST ANTHONY HOSPITAL FOUNDATION

1601 SE COURT AVENUE

PENDLETON,OR97801
93-0992727
FUNDRAISING OR 501(C)(3) 11 - Type I SA HOSPITAL
 
Yes
 
(89) ST ANTHONY'S HOSPITAL ASSOCIATION

4 HOSPITAL DRIVE

MORRILTON,AR72110
71-0245507
HEALTHCARE AR 501(C)(3) 3 SVIMC
 
Yes
 
(90) ST CATHERINE HOSPITAL

401 EAST SPRUCE STREET

GARDEN CITY,KS67846
48-0543721
HEALTHCARE KS 501(C)(3) 3 CHI
 
Yes
 
(91) ST CATHERINE HOSPITAL DEVELOPMENT FOUNDATION

401 EAST SPRUCE STREET

GARDEN CITY,KS67846
20-0598702
FUNDRAISING KS 501(C)(3) 11 - Type I SCH
 
Yes
 
(92) ST DOMINIC AT ONTARIO

351 SW 9TH STREET

ONTARIO,OR97914
93-0433692
HEALTHCARE OR 501(C)(3) 3 CHI
 
Yes
 
(93) ST FRANCIS HOME

2400 ST FRANCIS DRIVE

BRECKENRIDGE,MN56520
41-0729978
LTERM CARE MN 501(C)(3) 9 CHI
 
Yes
 
(94) ST FRANCIS LIFE CARE CORPORATION

19 POCONO ROAD

DENVILLE,NJ07834
22-2536017
ELDERLY CARE NJ 501(C)(3) 9 SCHS
 
Yes
 
(95) ST FRANCIS MEDICAL CENTER

2400 ST FRANCIS DRIVE

BRECKENRIDGE,MN56520
41-0695598
HEALTHCARE MN 501(C)(3) 3 CHI
 
Yes
 
(96) ST FRANCIS OF BAKER CITY

3325 POCAHONTAS ROAD

BAKER CITY,OR97814
93-0412495
HEALTHCARE OR 501(C)(3) 3 CHI
 
Yes
 
(97) ST JOHN'S MEDICAL GROUP

2727 MCCLELLAND BLVD

JOPLIN,MO64804
43-1882377
PHYS PRACTICE MO 501(C)(3) 9 SJRMC
 
Yes
 
(98) ST JOHN'S MERCY REGIONAL FOUNDATION

2727 MCCLELLAND BLVD

JOPLIN,MO64804
43-1308084
FUNDRAISING MO 501(C)(3) 7 SJRMC
 
Yes
 
(99) ST JOHN'S REGIONAL MEDICAL CENTER

2727 MCCLELLAND BLVD

JOPLIN,MO64804
44-0545809
HEALTHCARE MO 501(C)(3) 3 CHI
 
Yes
 
(100) ST JOSEPH COMMUNITY HEALTH SERVICES

300 CENTRAL AVE SW SUITE 3000W

ALBUQUERQUE,NM87102
71-0897107
COMMUNITY NM 501(C)(3) 11 - Type I CHI
 
Yes
 
(101) ST JOSEPH HEALTH SERVICES INC

1929 LINCOLN HWY E STE 150

LANCASTER,PA17602
20-1425375
DENTAL CARE PA 501(C)(3) 11 - Type I SJHM
 
Yes
 
(102) ST JOSEPH HOSPITAL FOUNDATION INC

ONE ST JOSEPH DRIVE

LEXINGTON,KY40504
61-1159649
FUNDRAISING KY 501(C)(3) 11 - Type I SJHS
 
Yes
 
(103) ST JOSEPH MEDICAL CENTER FOUNDATION

2500 BERNVILLE ROAD PO BOX 316

READING,PA19603
23-2649362
FUNDRAISING PA 501(C)(3) 11 - Type I SJRHN
 
Yes
 
(104) ST JOSEPH MEDICAL CENTER FOUNDATION INC

7601 OSLER DRIVE

TOWSON,MD21204
52-1681044
FUNDRAISING MD 501(C)(3) 7 SJMC
 
Yes
 
(105) ST JOSEPH MEDICAL CENTER INC

7601 OSLER DRIVE

TOWSON,MD21204
52-0591461
HEALTHCARE MD 501(C)(3) 3 CHI
 
Yes
 
(106) ST JOSEPH MEDICAL GROUP

2500 BERNVILLE ROAD PO BOX 316

READING,PA19603
20-8544021
HEALTHCARE PA 501(C)(3) 9 BHC
 
Yes
 
(107) ST JOSEPH PHYSICIAN ENTERPRISES

7601 OSLER DRIVE

TOWSON,MD21204
52-1311775
PHYSICIANS MD 501(C)(3) 11 - Type I CHI
 
Yes
 
(108) ST JOSEPH REGIONAL HEALTH NETWORK

2500 BERNVILLE ROAD PO BOX 316

READING,PA19603
23-1352211
HEALTHCARE PA 501(C)(3) 3 CHI
 
Yes
 
(109) ST JOSEPH'S AREA HEALTH SERVICES

600 PLEASANT AVENUE

PARK RAPIDS,MN56470
41-0695603
HEALTHCARE MN 501(C)(3) 3 CHI
 
Yes
 
(110) ST JOSEPH'S HOSPITAL AND HEALTH CENTER

30 WEST 7TH STREET

DICKINSON,ND58601
45-0226429
HEALTHCARE ND 501(C)(3) 3 CHI
 
Yes
 
(111) ST MARY'S HEALTHCARE CENTER

801 EAST SIOUX AVENUE

PIERRE,SD57501
46-0230199
HEALTHCARE SD 501(C)(3) 3 CHI
 
Yes
 
(112) ST MARY'S HOSPITAL

1314 3RD AVENUE

NEBRASKA CITY,NE68410
47-0443636
HEALTHCARE NE 501(C)(3) 3 CHI NEBRASKA
 
Yes
 
(113) ST MARY'S HOSPITAL FOUNDATION

1314 3RD AVENUE

NEBRASKA CITY,NE68410
47-0707604
FUNDRAISING NE 501(C)(3) 7 SMH
 
Yes
 
(114) ST ROSE AMBULATORY AND SURGERY CENTER FKA CENTRAL KANSAS MEDICAL CENTER

3515 BROADWAY

GREAT BEND,KS67530
48-0543724
SURGERY CNTR KS 501(C)(3) 3 CHI
 
Yes
 
(115) ST VINCENT FOUNDATION

TWO ST VINCENT CIRCLE

LITTLE ROCK,AR72205
51-0169537
FUNDRAISING AR 501(C)(3) 11 - Type I SVIMC
 
Yes
 
(116) ST VINCENT INFIRMARY MEDICAL CENTER

2 ST VINCENT CIRCLE

LITTLE ROCK,AR72205
71-0236917
HEALTHCARE AR 501(C)(3) 3 CHI
 
Yes
 
(117) ST VINCENT MEDICAL GROUP

2 ST VINCENT CIRCLE

LITTLE ROCK,AR72205
71-0830696
HEALTHCARE AR 501(C)(3) 9 SVIMC
 
Yes
 
(118) THE COMMUNITY LIMITED CARE DIALYSIS CENTER

619 OAK STREET ACCOUNTING-3 W

CINCINNATI,OH45206
23-7419853
DIALYSIS OH 501(C)(2) N/A GSH
 
Yes
 
(119) THE GOOD SAMARITAN HOSPITAL OF CINCINNATI OH

619 OAK STREET ACCOUNTING-3 W

CINCINNATI,OH45206
31-0537486
HEALTHCARE OH 501(C)(3) 3 TRI-HEALTH
 
Yes
 
(120) THE MERCY HOSPITAL OF DEVILS LAKE FDN

1031 EAST SEVENTH STREET

DEVILS LAKE,ND58301
35-2367360
FUNDRAISING ND 501(C)(3) 11 - Type I MHDL
 
Yes
 
(121) THE PHYSICIAN NETWORK

8055 O STREET SUITE 300

LINCOLN,NE68510
47-0780857
PHYS PRACTICE NE 501(C)(3) 11 - Type I CHI NEBRASKA
 
Yes
 
(122) TOTAL HEALTHCARE

PO BOX 7021

COLORADO SPRINGS,CO80933
84-0927232
HEALTHCARE CO 501(C)(3) 3 CHI COLORADO
 
Yes
 
(123) UNITY FAMILY HEALTHCARE

815 2ND STREET SE

LITTLE FALLS,MN56345
41-0721642
HEALTHCARE MN 501(C)(3) 3 CHI
 
Yes
 
(124) VILLA NAZARETH INC

801 PAGE DRIVE

FARGO,ND58103
45-0226714
LT CARE ND 501(C)(3) 9 CHI
 
Yes
 
(125) VISITING NURSE ASSOCIATION OF SAINT CLARE'S

191 WOODPORT ROAD

SPARTA,NJ07871
22-1768334
HOME HEALTH NJ 501(C)(3) 9 SCHS
 
Yes
 
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



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

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




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



(k)
Percentage
ownership


Yes No Yes No
(1) AUDUBON LAND COMPANY LLC

5390 N ACADEMY BLVD SUITE 300
COLORADO SPRINGS,CO80918
84-1513085
REAL ESTATE CO THC
 
RELATED -157,673 14,390,550   No 0   No 50.1 %
(2) AVANTAS LLC

1207 SOUTH 13 STREET
OMAHA,NE68108
39-2045003
HEALTHCARE NE AHMH
 
UNRELATED       No     No 95 %
(3) BERYWOOD OFFICE PROPERTIES LLC

400 BERYWOOD TRAIL
CLEVELAND,TN37312
62-1875199
PHYS OFFICE TN MHCS
 
RELATED       No   Yes   63 %
(4) BLUEGRASS REGIONAL IMAGING CENTER

1218 SOUTH BROADWAY SUITE 310
LEXINGTON,KY40504
61-1386736
DIAGNOSTIC KY SJ HOSPITAL LEX
 
RELATED       No     No 65 %
(5) CENTRAL NEBRASKA HOME CARE SERVICES

PO BOX 1146-4510 SECOND AVENUE
KEARNEY,NE68848
47-0692112
HEALTHCARE SRVC NE HSE INC
 
RELATED -99,941 1,021,498   No -48,712 Yes   100 %
(6) CENTRAL NEBRASKA REHAB SERVICE

3004 W FAIDLEY AVE
GRAND ISLAND,NE68802
81-0653461
PHYSICAL THERAPY NE CHI
 
RELATED 1,857,991 2,262,775   No 0   No 51 %
(7) CHI OPERATING INVESTMENT PROGRAM LP

198 INVERNESS DRIVE WEST
ENGLEWOOD,CO80112
47-0727942
INVESTMENTS CO CHI
 
UNRELATED 139,679,805 2,069,974,790   No 371,292 Yes   100 %
(8) HEALTHCARE SUPPORT SERVICES

PO BOX 9804
GRAND ISLAND,NE68802
72-1546196
LAUNDRY NE CHI
 
RELATED 196,124 3,913,481   No -58,436   No 100 %
(9) NORTH RIVER SURGERY CENTER LLC

2209 WILDWOOD AVENUE
SHERWOOD,AR72120
71-0799771
AMBUL SURG CTR AR SVIMC
 
RELATED 198,313 1,758,688   No 0   No 57.45 %
(10) ORTHOCOLORADO LLC

11650 WEST 2ND PLACE
LAKEWOOD,CO80255
37-1577105
ORTHO HOSPITAL CO THC
 
RELATED -3,249,314 10,905,384   No 0   No 60 %
(11) PENINSULA RADIATION ONCOLOGY

314 MARTIN LUTHER KING JR WAY 11
TACOMA,WA98405
87-0808610
HEALTHCARE SRVC WA FHS
 
RELATED 131,195 3,052,504   No 0   No 60 %
(12) PENRAD IMAGING

1139 KELLY JOHNSON BLVD
COLORADO SPRINGS,CO80920
84-1072619
MEDICAL IMAGING CO THC
 
RELATED 1,857,228 5,457,224   No 0   No 70 %
(13) RUXTON SURGICENTER LLC

8322 BELLONA AVENUE SUITE 201
BALTIMORE,MD21204
52-2095835
SURGERY CENTER MD SJMC
 
RELATED       No   Yes   51 %
(14) SAINT JOSEPH - SCA HOLDINGS LLC

424 LEWIS HARGETT CIRCLE STE 160
LEXINGTON,KY40503
45-3801157
OP SURGERY DE SJHS
 
RELATED 0 0   No 0   No 51 %
(15) ST ANOTHONY REGIONAL MTN CANCER CENTER

4231 W 16TH AVENUE
DENVER,CO80112
37-1568013
CANCER CENTER CO THC
 
RELATED -290,552 0   No 0   No 51 %
(16) ST FRANCIS LAND COMPANY

5390 N ACADEMY BLVD SUITE 300
COLORADO SPRINGS,CO80918
26-3134100
REAL ESTATE CO THC
 
RELATED -180,979 14,886,022   No 0   No 51 %
(17) ST FRANCIS MEDICAL CENTER ASSOCIATES

1717 SOUTH J STREET
TACOMA,WA98405
91-1352698
MED. OFFICE WA FHS
 
RELATED 116,948 1,652,280   No 0   No 54 %
(18) ST JOSEPH-PAML LLC

424 LEWIS HARGETT CIRCLE STE 160
LEXINGTON,KY40503
45-2116736
MGMT SERVICES KY SJHS
 
RELATED 0 0   No 0 Yes   62.5 %
(19) SUPERIOR MEDICAL IMAGING LLC

5000 NORTH 26TH STREET
LINCOLN,NE68521
26-2884555
OP DIAGNOSTICS NE SERMC
 
RELATED       No     No 51 %
(20) SURGERY CENTER OF LEXINGTON LLC

1451 HARRODSBURG ROAD
LEXINGTON,KY40504
62-1179539
SURGERY CENTER DE SJHS
 
RELATED 808,840 4,236,901   No 0   No 51 %
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) ALTERNATIVE INSURANCE MANAGEMENT SERVICES
3900 OLYMPIC BOULEVARD SUITE 400
ERLANGER,KY41018
84-1112049
MANAGEMENT SERVICES CO CHI
 
C CORPORATION 0 3,267,441 100 %
(2) AMERICAN NURSING CARE
1700 EDISON DRIVE
MILFORD,OH45150
31-1085414
HOME HEALTH OH CHS
 
C CORPORATION 1,778,617 44,470,358 100 %
(3) AMERIMED INC
1700 EDISON DRIVE
MILFORD,OH45150
31-1158699
HOME HEALTH OH ANC
 
C CORPORATION 2,395,230 11,869,657 100 %
(4) CADUCEUS MEDICAL ASSOCIATES INC
6028 SHALLOWFORD ROAD SUITE D
CHATTANOOGA,TN37422
62-1570736
HEALTHCARE TN MHCS
 
C CORPORATION 0 1,008 100 %
(5) CAPTIVE MANAGEMENT INITIATIVES
PO BOX 10073 APO
GEORGETOWN,GEORGETOWN, GRAND CAYMANKY1-1001
CJ
98-0663022
CAPTIVE MANAGEMENT CJ CHI
 
C CORPORATION 0 0 100 %
(6) CENTER FOR TRANSLATIONAL RESEARCH
198 INVERNESS DRIVE WEST
ENGLEWOOD,CO80112
27-2269511
HEALTHCARE CO CHI
 
C CORPORATION -2,247,962 1,668,589 100 %
(7) CENTRAL KANSAS HEALTH SERVICES ASSOCIATION
3515 BROADWAY
GREAT BEND,KS67530
48-1042853
MEDICAL EQUIPMENT KS CKMC
 
C CORPORATION 0 0 100 %
(8) CGH REALTY COMPANY INC
215 N 12TH ST
READING,PA19603
23-2326801
REAL ESTATE PA SJHM
 
C CORPORATION 1,007 42,415 100 %
(9) COMCARE SERVICES
4231 W 16TH AVENUE
DENVER,CO80204
84-0904813
INACTIVE CO CHIC
 
C CORPORATION 0 0 100 %
(10) CONSOLIDATED HEALTH SERVICES
1700 EDISON DRIVE
MILFORD,OH45150
31-1378212
HOME HEALTH OH CHI
 
C CORPORATION 0 11,595,125 100 %
(11) DAVID DEYLE CHARITABLE REMAINDER UNITRUST
PO BOX 1810
KEARNEY,NE68848
47-6192395
INVESTMENTS NE GSHF
 
TRUST 4,880 166,425 100 %
(12) DES MOINES MEDICAL CENTER INC
1111 6TH AVENUE
DES MOINES,IA50314
42-0837382
REAL ESTATE IA CHI-IA CORP
 
C CORPORATION 0 1,253,452 92.98 %
(13) FIRST INITIATIVES INSURANCE LTD
PO BOX 10073 APO
GEORGETOWN,GEORGETOWN, GRAND CAYMANKY1-1001
CJ
98-0203038
INSURANCE CJ CHI
 
C CORPORATION 0 0 100 %
(14) FRANCISCAN SERVICES INC
198 INVERNESS DRIVE WEST
ENGLEWOOD,CO80112
23-2487967
HEALTHCARE CO CHI
 
C CORPORATION -507,578 11,914,284 100 %
(15) GOOD SAMARITAN OUTREACH SERVICES
PO BOX 1990
KEARNEY,NE68848
47-0659440
MEDICAL CLINIC NE CHI NEBRASKA
 
C CORPORATION -2,921,063 355,110 100 %
(16) HAROLD W RASE 1995 CHARITABLE UNITRUST
30 WEST 7TH STREET
DICKINSON,ND58601
45-6090420
INVESTMENTS ND SJHHC
 
TRUST 1,240 21,553 100 %
(17) HAROLD W RASE 1996 CHARITABLE UNITRUST
30 WEST 7TH STREET
DICKINSON,ND58601
20-6037112
INVESTMENTS ND SJHHC
 
TRUST 900 15,495 100 %
(18) HAROLD W RASE 1997 CHARITABLE UNITRUST
30 WEST 7TH STREET
DICKINSON,ND58601
20-6037104
INVESTMENTS ND SJHHC
 
TRUST 1,025 20,261 100 %
(19) HAROLD W RASE 1999 CHARITABLE UNITRUST
30 WEST 7TH STREET
DICKINSON,ND58601
20-6037099
INVESTMENTS ND SJHHC
 
TRUST 1,313 25,027 100 %
(20) HEALTH SYSTEMS ENTERPRISES INC
PO BOX 1990
KEARNEY,NE68848
47-0664558
MANAGEMENT NE GSH
 
C CORPORATION 25,289 1,443,049 100 %
(21) HEALTHCARE MGMT SERVICES ORG INC
1149 MARKET ST
TACOMA,WA98402
91-1865474
HEALTH ORG. WA FHS
 
C CORPORATION 0 0 100 %
(22) JAMES & HENRIETTA NISTLER UNITRUST
30 WEST 7TH STREET
DICKINSON,ND58601
20-6021899
INVESTMENTS ND SJHHC
 
TRUST -16,708 41,455 100 %
(23) JEANNE DEYLE CHARITABLE REMAINDER UNITRUST
PO BOX 1810
KEARNEY,NE68848
47-6192398
INVESTMENTS NE GSHF
 
TRUST 4,880 166,320 100 %
(24) JOSEPH A SCHUSTER ANNUITY TRUST #1
400 UNIVERSITY AVENUE
DES MOINES,IA50314
42-1195122
INVESTMENTS IA MFDM
 
TRUST 18,924 441,488 100 %
(25) LODESCA MILLER CHARITABLE REMAINDER UNITRUST
PO BOX 1810
KEARNEY,NE68848
47-6186933
INVESTMENTS NE GSHF
 
TRUST 3,387 86,367 100 %
(26) MEDQUEST
1301 15TH AVENUE WEST
WILLISTON,ND58801
45-0392137
SALE OF DME ND MH OF WILLISTON
 
C CORPORATION 9,852 962,554 100 %
(27) MERCY HEALTH SERVICES CORPORATION
2727 MCCLELLAND BLVD
JOPLIN,MO64804
43-1457881
DME MO ST JOHN'S RMC
 
C CORPORATION -1,533,371 1,369,083 100 %
(28) MERCY PARK APARTMENTS LTD
1111 6TH AVENUE
DES MOINES,IA50314
42-1202422
HOUSING IA CHI-IA CORP
 
C CORPORATION 264,489 1,796,053 100 %
(29) MERCY SERVICES CORP
2700 STEWART PARKWAY
ROSEBURG,OR97470
93-0824308
RETAIL SALES OR MMC
 
C CORPORATION -690,267 954,798 100 %
(30) MOUNTAIN MANAGEMENT SERVICES INC
6028D SHALLOWFORD ROAD
CHATTANOOGA,TN37422
62-1570739
MGMT SVC ORG TN MHCS
 
C CORPORATION -386,020 4,667,998 100 %
(31) NAZARETH ASSURANCE COMPANY
76 ST PAUL STREET SUITE 500
BURLINGTON,VT05401
03-0304831
INSURANCE VT CHI
 
C CORPORATION -379 123,535 100 %
(32) PATIENT TRANSPORT SERVICES INC
1700 EDISON DRIVE
MILFORD,OH45150
31-1100798
HOME HEALTH OH ANC
 
C CORPORATION 662,425 5,325,941 100 %
(33) PHYSICIAN HEALTH SYSTEM NETWORK
1149 MARKET ST
TACOMA,WA98402
91-1746721
HEALTH ORG. WA FHS
 
C CORPORATION 0 0 100 %
(34) RAY & SHIRLEY DAVID 1999 UNITRUST
30 WEST 7TH STREET
DICKINSON,ND58601
20-6037077
INVESTMENTS ND SJHHC
 
TRUST 1,250 24,194 100 %
(35) ROBERT & WANDA CHARITABLE REMAINDER UNITRUST
PO BOX 1810
KEARNEY,NE68848
26-6191916
INVESTMENTS NE GSHF
 
TRUST 13,030 537,775 100 %
(36) SAINT CLARE''S PRIMARY CARE INC
66 FORD ROAD
DENVILLE,NJ07834
22-2441202
BILLING SERVICES NJ SCCC
 
C CORPORATION -342,970 2,177,166 100 %
(37) SAMARITAN FAMILY CARE INC
40 W FOURTH ST 1700
DAYTON,OH45402
31-1299450
HEALTHCARE OH SHP
 
C CORPORATION     100 %
(38) SJH SERVICES CORPORATION
198 INVERNESS DRIVE WEST
ENGLEWOOD,CO80112
23-2307408
HEALTHCARE CO FSI
 
C CORPORATION -518,360 3,180,100 100 %
(39) SJL PHYSICIAN MANAGEMENT SERVICES INC
424 LEWIS HARGETT CR 160
LEXINGTON,KY40503
27-0164198
MANAGEMENT KY SJHS
 
C CORPORATION 0 0 100 %
(40) ST ANTHONY DEVELOPMENT COMPANY
1415 SOUTHGATE
PENDLETON,OR97801
93-1216943
ATHLETIC CLUB OR ST ANTHONY H
 
C CORPORATION 53,891 3,007,554 100 %
(41) ST VINCENT COMMUNITY HEALTH SERVICES INC
TWO ST VINCENT CIRCLE
LITTLE ROCK,AR72205
71-0710785
HEALTHCARE AR SVIMC
 
C CORPORATION 2,309,129 14,049,375 100 %
(42) ST JOSEPH DEVELOPMENT COMPANY
1717 SOUTH J STREET
TACOMA,WA98405
91-1480569
RENTAL WA FSI
 
C CORPORATION -36,395 12,168,022 100 %
(43) ST JOSEPH OFFICE PARK ASSOCIATION
1401 HARRODSBURG ROAD BLDG B70
LEXINGTON,KY40504
61-1079899
MANAGEMENT KY SJHS
 
C CORPORATION 16,644 882,139 85 %
(44) TOM DEYLE CHARITABLE REMAINDER UNITRUST
PO BOX 1810
KEARNEY,NE68848
47-6192393
INVESTMENTS NE GSHF
 
TRUST 4,884 166,321 100 %
(45) TOWSON MANAGEMENT INC
7601 OSLER DRIVE
TOWSON,MD21204
52-1710750
MANAGEMENT SERVICES MD FSI
 
C CORPORATION -469,016 498,393 100 %
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
Yes
 
j Lease of facilities, equipment, or other assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Performance of services or membership or fundraising solicitations for other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations by other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Sharing of facilities, equipment, mailing lists, or other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1m
 
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
Yes
 
r Other transfer of cash or property from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization
(b)
Transaction
type(a-r)
(c)
Amount involved
(d)
Method of determining amount involved
(1) BLUEGRASS REGIONAL IMAGING CENTER LLC

I 105,882 FMV
(2) CONTINUING CARE HOSPITAL

I 781,081 FMV
(3) CONTINUING CARE HOSPITAL

K 6,010,046 FMV
(4) SAINT JOSEPH HOSPITAL FOUNDATION INC

L 577,655 FMV
(5) CONTINUING CARE HOSPITAL

P 7,092,679 FMV
(6) SAINT JOSEPH HOSPITAL FOUNDATION INC

P 170,710 FMV
(7) SAINT JOSEPH MEDICAL FOUNDATION INC

P 887,465 FMV
(8) SAINT JOSEPH BEREA HOSPITAL FOUNDATION INC

P 103,384 FMV
(9) SAINT JOSEPH HOSPITAL FOUNDATION INC

Q 185,102 FMV
(10) BLUEGRASS REGIONAL IMAGING CENTER LLC

R 190,993 FMV
(11) SAINT JOSEPH HOSPITAL FOUNDATION INC

C 243,416 FMV
(12) SAINT JOSEPH MOUNT STERLING FOUNDATION INC

C 211,915 FMV
(13) SAINT JOSEPH BEREA HOSPITAL FOUNDATION INC

C 87,142 FMV
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Are all
partners
section
501(c)(3)
organizations?
(e)
Share of
end-of-year
assets
(f)
Disproprtionate allocations?
(g)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065)
(h)
General or
managing
partner?
Yes No Yes No Yes No






























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


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