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
2011
Open to Public Inspection
A For the calendar year, or tax year beginning 10-01-2011 and ending 09-30-2012
BCheck if applicable:
CName of organization
SCOTTSDALE HEALTHCARE HOSPITALS
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
7400 EAST OSBORN ROAD
 
Room/suite
City or town, state or country, and ZIP + 4
SCOTTSDALE, AZ85251
D Employer identification number

86-0181654
E Telephone number

G Gross receipts $ 908,171,823
F Name and address of principal officer:
THOMAS J SADVARY
7400 EAST OSBORN ROAD
SCOTTSDALE,AZ85251
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.SHC.ORG
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1964
M State of legal domicile: AZ
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: SCOTTSDALE HEALTHCARE HOSPITALS' NON-PROFIT COMMUNITY-BASED MISSION IS TO PROVIDE THE HIGHEST QUALITY AND MOST COMPASSIONATE CARE FOR ALL INDIVIDUALS.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a)..... 3 17
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 11
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ... 5 0
6 Total number of volunteers (estimate if necessary) .... 6 1,255
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 0
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) ......... 2,390,812 6,095,385
9 Program service revenue (Part VIII, line 2g) ......... 876,407,308 834,894,430
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... -696,177 217,303
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 59,499,078 66,371,171
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 937,601,021 907,578,289
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 348,986 141,033
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) 386,389,319 393,496,863
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).... 525,471,843 485,647,592
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 912,210,148 879,285,488
19 Revenue less expenses. Subtract line 18 from line 12....... 25,390,873 28,292,801
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 473,100,228 495,596,515
21 Total liabilities (Part X, line 26)............. 62,171,133 53,984,247
22 Net assets or fund balances. Subtract line 21 from line 20..... 410,929,095 441,612,268
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 use only
Print/type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name Right pointing arrowhead image

Firm's EIN Right pointing arrowhead image
Firm's address Right pointing arrowhead image



Phone no.
May the IRS discuss this return with the preparer shown above? See instructions .........bullet
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2011)
Form 990 (2011)
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: SCOTTSDALE HEALTHCARE'S NON-PROFIT COMMUNITY-BASED MISSION IS TO PROVIDE THE HIGHEST QUALITY AND MOST COMPASSIONATE CARE FOR ALL INDIVIDUALS
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 organization’s program service accomplishments for each of its three largest program services, as measured 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 $ 667,478,975 including grants of $ 141,033 ) (Revenue $ 834,894,430 )
SEE SCHEDULE O
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet$ 667,478,975
Form 990 (2011)
Form 990 (2011)
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.........................
4
 
No
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
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part IClick to see attachment....................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
 
No
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States or aggregate foreign investments valued at $100,000 or more? 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
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H..... Click to see attachment
20a
Yes
 
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statement to this return? Note. All Form 990 filers that operated one or more hospitals must attach audited financial statements. Click to see list of attachments
20b
Yes
 
Form 990 (2011)
Form 990 (2011)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I...... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................ Click to see attachment
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II......................... Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV................... Click to see attachment
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV.. Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, 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
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment
36
Yes
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2011)
Form 990 (2011)
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
11
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
0
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
 
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
 
 
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 (2011)
Form 990 (2011)
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
If the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
1a
17
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
11
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
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? .................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ............
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
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? ....
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done ....................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes," to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
AZ
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 made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
TODD LAPORTE
8125 N HAYDEN RD
SCOTTSDALE,AZ85258
(480) 882-6186
Form 990 (2011)
Form 990 (2011)
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 (do not check more than one box, unless person is both an officer and a director/trustee) 		(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) DREW BROWN
DIRECTOR
 1.0 X           0 0 0
(2) RICHARD FOX
DIRECTOR
 1.0 X           0 0 0
(3) KARRIE FRANCOIS
DIRECTOR
 1.0 X           0 0 0
(4) BRAD GAZAWAY
DIRECTOR/VICE CHAIRMAN
 1.0 X   X       0 0 0
(5) RUFUS GLASPER
DIRECTOR/TREASURER
 1.0 X   X       0 0 0
(6) JOHN B GROTTING
DIRECTOR/SECRETARY
 1.0 X   X       0 0 0
(7) RONALD KORN
DIRECTOR (THRU 5/1/12)
 1.0 X           0 0 0
(8) JOHN D MUSIL
DIRECTOR
 1.0 X           0 0 0
(9) BRAD OSWOOD
DIRECTOR/PRES OSBORN MED STAFF
 1.0 X           0 85,789 0
(10) KATHLEEN PLAYER
DIRECTOR
 1.0 X           0 0 0
(11) MARILYN QUAYLE
DIRECTOR
 1.0 X           0 0 0
(12) THOMAS J SADVARY
DIRECTOR/PRESIDENT & CEO
 1.0 X           0 5,785,542 267,334
(13) PAUL W SIECKMANN
DIRECTOR/PRES SHEA MED STAFF
 1.0 X           0 41,025 0
(14) RICHARD SILVERMAN
DIRECTOR
 1.0 X           0 0 0
(15) DENNIS STIZZA
DIRECTOR/PRES TP MED STAFF
 1.0 X           0 60,000 0
(16) MIKE WELBORN
DIRECTOR/IMMEDIATE PAST CHAIR
 1.0 X           0 0 0
(17) STEVEN M WHEELER
DIRECTOR/CHAIRMAN
 1.0 X   X       0 0 0
Form 990 (2011)
Form 990 (2011)
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 (do not check more than one box, unless person is both an officer and a director/trustee) 		(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) F KEITH WITHYCOMBE
DIRECTOR
 1.0 X           534 0 0
(19) GARY E BAKER
SR VICE PRESIDENT
 24.0     X       0 391,649 134,796
(20) DAVID A BARBER
VICE PRESIDENT
 0.0     X       0 310,261 78,815
(21) JAMES F BURKE
SR VICE PRESIDENT
 0.0     X       0 425,223 197,304
(22) JAMES R CRAMER
VICE PRESIDENT
 0.0     X       0 311,871 129,090
(23) MICHAEL R FOLEY
VICE PRESIDENT
 0.0     X       0 439,808 114,257
(24) ALAN B KELLY
SR VICE PRESIDENT
 0.0     X       0 933,956 101,429
(25) TODD A LAPORTE
SR VICE PRESIDENT
 0.0     X       0 465,241 165,674
(26) WENDY H LYONS
VICE PRESIDENT
 0.0     X       0 1,982,571 145,486
(27) CAROL H MCCUNE
SR VICE PRESIDENT
 0.0     X       0 2,275,349 120,087
(28) VIKKI L NOYES
VICE PRESIDENT
 32.0     X       0 252,843 66,060
(29) KIMBERLY A POST
VICE PRESIDENT
 32.0     X       0 280,659 95,112
(30) PEGGY J REILEY
SR VICE PRESIDENT
 24.0     X       0 853,378 49,441
(31) RICHARD C SILVER
VICE PRESIDENT
 20.0     X       0 326,841 17,292
(32) MARK A SLATER
VICE PRESIDENT
 40.0     X       0 279,194 86,536
(33) BRIAN D STEINES
VICE PRESIDENT
 0.0     X       0 267,075 58,155
(34) DEAN C THOMAS
VICE PRESIDENT
 40.0     X       0 280,013 77,995
(35) LOIS E UNIAT
VICE PRESIDENT
 20.0     X       0 266,294 11,741
(36) KATHI L ZARUBI
VICE PRESIDENT
 40.0     X       0 258,586 14,071
(37) JACK J APPLEFELD
MEDICAL DIRECTOR
 40.0       X     0 216,797 13,398
(38) ROBIN BLACKSTONE
MEDICAL DIRECTOR
 40.0       X     0 568,641 16,182
(39) MARTIN E CATERO
MEDICAL DIRECTOR
 40.0       X     0 193,311 10,259
(40) ROBERT J CREAGER
DIR-AMB INFORMATICS
 40.0       X     0 317,054 14,558
(41) BARRY M FREEMAN
MEDICAL DIRECTOR
 40.0       X     0 315,751 17,651
(42) MICHAEL J GLEASON
DIR-INFORMATION SERVICES
 40.0       X     0 202,557 2,372
(43) JAMES J KENNEDY
MEDICAL DIRECTOR
 40.0       X     0 176,196 0
(44) KEVIN J KLASSEN
MEDICAL DIRECTOR
 40.0       X     0 454,709 16,726
(45) MARY L KOPP
ASSOCIATE VICE PRESIDENT
 40.0       X     0 222,263 12,394
(46) GAVIN N LEVINTHAL
MEDICAL DIRECTOR
 40.0       X     0 490,894 19,555
(47) ALJINDER MANGAT
MEDICAL DIRECTOR
 40.0       X     0 296,122 12,489
(48) FRANK L MITCHELL
MEDICAL DIRECTOR
 40.0       X     0 639,291 14,911
(49) JOHN A POPE
PHYSICIAN DIRECTOR
 40.0       X     0 248,708 13,214
(50) RAMESH K RAMANATHAN
MEDICAL DIRECTOR
 40.0       X     0 492,106 15,443
(51) DAVID G RIZIK
MEDICAL DIRECTOR
 40.0       X     0 955,850 16,026
(52) IRVING M ROLLINGHER
CHIEF MED INFO OFFICER
 40.0       X     0 309,516 14,793
(53) PATRICIA C TREHARNE
MEDICAL DIRECTOR
 40.0       X     0 212,419 8,641
(54) DANIEL D VON HOFF
CHIEF SCIENTIFIC OFFICER
 40.0       X     0 350,757 0
(55) JANE ASHTON WAGNER
CLIN DIR-PERIOP SVCS
 40.0       X     0 191,675 12,416
(56) MICHAEL J DEMEURE
PHYSICIAN
 40.0         X   0 471,553 17,198
(57) CHARLES K HU
ASSOC MED DIR-TRAUMA
 40.0         X   0 403,122 14,403
(58) JAY R MELLEN
PHYSICIAN
 40.0         X   0 519,116 13,634
(59) LEON A RIGBERG
PHYSICIAN
 40.0         X   0 482,112 16,014
(60) JEFFREY VAN LIER RIBBINK
PHYSICIAN
 40.0         X   0 638,701 20,278
(61) JEAN KNOEDLER
FORMER VP (THRU 6/2011)
 0.0           X 0 554,161 12,666
(62) ROBERT L LEVITIN
PHYSICIAN
 0.0           X 0 244,377 11,291
(63) SUSAN LIVENGOOD
FORMER ASSC VP (THRU 11/2011)
 0.0           X 0 214,743 12,752
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 534 26,955,670 2,279,939
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet356
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. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
ARAMARK HEALTHCARE MANAGEMENT SERVI
24863 NETWORK PLACE
CHICAGO,IL606731248 		HEALTHCARE MGMT SVCS 6,551,374
3M COMPANY
PO 844127
DALLAS,TX75284 		SOFTWARE MAINENANCE 4,485,228
ANGELICA TEXTILE SERVICE
DEPT 6777
LOS ANGELES,CA90084 		LINEN SERVICE 3,626,215
OBSTETRIX MEDICAL GROUP OF PHOENIX
PO BOX 291034
ATLANTA,GA30384 		PHYSICIANS 2,541,626
BARROW NEUROSURGICAL ASSOCIATES LTD
7449 E OSBORN ROAD SUITE 7
SCOTTSDALE,AZ85251 		PHYSICIANS 2,431,990
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet194
Form 990 (2011)
Form 990 (2011)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d 6,095,385
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		 
g Noncash contributions included in lines 1a-1f:$  
h Total. Add lines 1a-1f.......MediumBullet 6,095,385
Program Service Revenue Business Code
2a NET PATIENT REVENUE 622,110 531,895,598 531,895,598    
b MEDICARE/MEDICAID PAYMENTS 900,099 282,739,621 282,739,621    
c OTHER OP AND COMMUNITY SVC REVENUE 900,099 20,259,211 20,259,211    
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 834,894,430
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 0      
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties............MediumBullet 0      
(i) Real (ii) Personal
6a Gross rents 137,242  
b Less: rental expenses    
c Rental income or (loss) 137,242  
d Net rental income or (loss).......MediumBullet 137,242     137,242
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory   217,303
b Less: cost or other basis and sales expenses    
c Gain or (loss)   217,303
d Net gain or (loss)..........MediumBullet 217,303     217,303
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 1,033,639
b Less: cost of goods sold ..b 593,534
c Net income or (loss) from sales of inventory..MediumBullet 440,105 440,105    
Miscellaneous Revenue Business Code
11a INTERCO ALLOCATION 900,099 65,793,824     65,793,824
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet 65,793,824
12 Total revenue. See Instructions....MediumBullet 907,578,289 835,334,535 0 66,148,369
Form 990 (2011)
Form 990 (2011)
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).
Check if Schedule O contains a response to any question in this Part IX. .........
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 United States. See Part IV, line 21 141,033 141,033
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 0  
3 Grants and other assistance to governments, organizations, and individuals outside the United States. 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 .... 12,471,802 0 12,471,802  
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 319,112,497 245,716,623 73,395,874  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 8,558,613 6,590,132 1,968,481  
9 Other employee benefits ....... 30,306,735 23,336,186 6,970,549  
10 Payroll taxes ........... 23,047,216 17,746,356 5,300,860  
11 Fees for services (non-employees):        
a Management ...... 120,507,696 92,790,926 27,716,770  
b Legal ......... 300,979 231,754 69,225  
c Accounting ........... 0      
d Lobbying ........... 0      
e Professional fundraising. See Part IV, line 17.. 0  
f Investment management fees ...... 0      
g Other .......... 47,801,212 36,806,933 10,994,279  
12 Advertising and promotion .... 29,135 22,434 6,701  
13 Office expenses ....... 12,374,304 9,528,214 2,846,090  
14 Information technology ...... 11,070,621 8,524,378 2,546,243  
15 Royalties .. 0      
16 Occupancy ........... 15,229,416 11,726,650 3,502,766  
17 Travel ............ 840,888 647,484 193,404  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 0      
20 Interest ........... 13,345,312 10,275,890 3,069,422  
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 45,625,695 35,131,785 10,493,910  
23 Insurance .............. 6,258,081 4,818,722 1,439,359  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24f. If line 24f amount exceeds 10% of line 25, column (A) amount, list line 24f expenses on Schedule O.)
a MEDICAL SUPPLIES 184,354,893 141,953,268 42,401,625  
b EQUIPMENT RENTAL/REPAIR/MAINT 24,145,808 18,592,272 5,553,536  
c EDUCATION 636,009 489,727 146,282  
d DUES & SUBSCRIPTIONS 906,644 698,116 208,528  
e
f All other expenses 2,220,899 1,710,092 510,807  
25 Total functional expenses. Add lines 1 through 24f 879,285,488 667,478,975 211,806,513 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2011)
Form 990 (2011)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 10,107 1 9,273
2 Savings and temporary cash investments ....... 35,120,616 2 3,941,491
3 Pledges and grants receivable, net ......... 0 3 0
4 Accounts receivable, net ......... 87,186,452 4 109,182,423
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L .......... 0 5 0
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 .......... 0 6 0
7 Notes and loans receivable, net ............. 0 7 0
8 Inventories for sale or use .............. 27,212,031 8 30,457,074
9 Prepaid expenses and deferred charges ............ 4,322,188 9 4,301,460
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 786,425,007
b Less: accumulated depreciation. ..... 10b 486,123,824 295,599,594 10c 300,301,183
11 Investments—publicly traded securities .......... 0 11 0
12 Investments—other securities. See Part IV, line 11 ...... 2,140,444 12 1,330,813
13 Investments—program-related. See Part IV, line 11 .. 0 13 0
14 Intangible assets ......... 0 14 0
15 Other assets. See Part IV, line 11 ........... 21,508,796 15 46,072,798
16 Total assets. Add lines 1 through 15 (must equal line 34)... 473,100,228 16 495,596,515
Liabilities 17 Accounts payable and accrued expenses . 60,110,653 17 52,675,734
18 Grants payable .......... 0 18 0
19 Deferred revenue .......... 0 19 0
20 Tax-exempt bond liabilities .......... 0 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .... 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D..... 2,060,480 25 1,308,513
26 Total liabilities. Add lines 17 through 25..... 62,171,133 26 53,984,247
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 ..... 410,929,095 27 441,612,268
28 Temporarily restricted net assets ..... 0 28 0
29 Permanently restricted net assets ..... 0 29 0
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 ..... 410,929,095 33 441,612,268
34 Total liabilities and net assets/fund balances ..... 473,100,228 34 495,596,515
Form 990 (2011)
Form 990 (2011)
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
907,578,289
2
Total expenses (must equal Part IX, column (A), line 25) ....
2
879,285,488
3
Revenue less expenses. Subtract line 2 from line 1 ...
3
28,292,801
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
410,929,095
5
Other changes in net assets or fund balances (explain in Schedule O) ...
5
2,390,372
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
441,612,268
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 (2011)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
SCOTTSDALE HEALTHCARE HOSPITALS
 
Employer identification number

86-0181654
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) 2011
Schedule A (Form 990 or 990-EZ) 2011
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) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (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) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (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) 2011
Schedule A (Form 990 or 990-EZ) 2011
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) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (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) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (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) 2011
Schedule A (Form 990 or 990-EZ) 2011
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) 2011

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2011
Name of organization
SCOTTSDALE HEALTHCARE HOSPITALS
 
Employer identification number

86-0181654
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 on line H of its
Form 990-EZ or on Part I, 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) (2011)

Page 2
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
SCOTTSDALE HEALTHCARE HOSPITALS
  		Employer identification number

86-0181654
Part I
Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total 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)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




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

     
 
   

$  




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

     
 
   

$  




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

     
 
   

$  




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

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 3
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
SCOTTSDALE HEALTHCARE HOSPITALS
  		Employer identification number

86-0181654
Part II
Noncash Property (see Instructions). Use duplicate copies of Part II if additional space is needed.
     
(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) (2011)

Page 4
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
SCOTTSDALE HEALTHCARE HOSPITALS
  		Employer identification number

86-0181654
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total 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 $  
Use duplicate copies of Part III if additional space is needed
(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) (2011)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
SCOTTSDALE HEALTHCARE HOSPITALS
 
Employer identification number

86-0181654
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 can 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 through 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, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax 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 (ASC 958), 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 (ASC 958), 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 (ASC 958), 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) 2011

Schedule D (Form 990) 2011
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 Net investment earnings, gains, and 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 (line 1g) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
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
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   20,393,055 20,393,055
b Buildings ................   356,317,326 198,843,688 157,473,638
c Leasehold improvements ............   3,647,545 2,760,401 887,144
d Equipment ................   308,652,053 232,992,211 75,659,842
e Other .................   97,415,029 51,527,524 45,887,504
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 300,301,183
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) INTERCOMPANY RECEIVABLES 46,071,087
(2) RESTRICTED FUNDS CLEARING 1,711







Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 46,072,798
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Book value
Federal Income Taxes 0
DUE FROM MEDICARE 1,164,065
DEFERRED OTHER 144,448







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 1,308,513
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) 2011

Schedule D (Form 990) 2011
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1  
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2  
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3  
4 Net unrealized gains (losses) on investments .......................... 4  
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV.) ................................. 8  
9 Total adjustments (net). Add lines 4 through 8 ......................... 9  
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10  
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIV.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total Revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV.) ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIV.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
UNCERTAIN TAX POSITIONS SCHEDULE D, PART X, LINE 2 NO UNCERTAIN TAX POSITIONS HAVE BEEN IDENTIFIED AS OF SEPTEMBER 30, 2012.
Schedule D (Form 990) 2011

Additional Data


Software ID:  
Software Version:  




SCHEDULE H (Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, question 20.
MediumBullet Attach to Form 990. MediumBullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
SCOTTSDALE HEALTHCARE HOSPITALS
 
Employer identification number

86-0181654
Part I
Charity Care and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a....
1a
Yes
 
b
If "Yes," was it a written policy? .......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) to determine eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
b
Did the organization use FPG to determine eligibility for providing discounted care? If "Yes," indicate which of the
following was the family income limit for eligibility for discounted care: ............
3b
Yes
 
c
If the organization did 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 used an asset test or other threshold, regardless of income, to determine eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? ..............

4

 

No
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during the tax year? ............................

5a

 

No
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount?......
5b
 
 
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care?...............
5c
 
 
6a
Did the organization prepare a community benefit report during the tax year?...........
6a
Yes
 
b
If "Yes," did 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
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance
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 Financial Assistance at cost
(from Worksheet 1) .. 		    17,582,724 0 17,582,724 2.000 %
b Medicaid (from Worksheet 3, column a) .....     57,782,105 37,546,646 20,235,459 2.300 %
c Costs of other means-tested government programs (from Worksheet 3, column b) .            
dTotal Financial Assistance and
Means-Tested Government Programs ..... 		    75,364,829 37,546,646 37,818,183 4.300 %
Other Benefits
e Community health improvement
services and community
benefit operations (from
(Worksheet 4) .... 		79 80,574 6,947,124 2,097,088 4,850,036 0.550 %
f Health professions education
(from Worksheet 5) .. 		19 169 6,509,041 0 6,509,041 0.740 %
g Subsidized health services
(from Worksheet 6) .. 		7 3,095 84,064 749,892 -665,828 0.080 %
h Research (from Worksheet 7) 7 253 140,465 0 140,465 0.020 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) .... 7 3,904 796,365 0 796,365 0.090 %
jTotal Other Benefits ... 119 87,995 14,477,059 2,846,980 11,630,079 1.320 %
kTotal. Add lines 7d and 7j. .. 119 87,995 89,841,888 40,393,626 49,448,262 5.620 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue 		(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing            
2 Economic development            
3 Community support 3 28,801 161,752 75 161,677 0.020 %
4 Environmental improvements 1 0 88,000 0 88,000 0.010 %
5 Leadership development and training for community members            
6 Coalition building 6 5,258 2,142,651 0 2,142,651 0.240 %
7 Community health improvement advocacy 1 0 478,380 0 478,380 0.050 %
8 Workforce development 8 5,596 517,569 0 517,569 0.060 %
9 Other            
10 Total 19 39,655 3,388,352 75 3,388,277 0.380 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................
1
 
No
2
Enter the amount of the organization's bad debt expense........
2
19,144,959
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy .....
3
657,521
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
160,247,492
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
202,478,212
7
Subtract line 6 from line 5. This is the surplus or (shortfall)........
7
-42,230,720
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
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI.......................

9b

Yes

 
Part IV
Management Companies and Joint Ventures
(see instructions)
(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) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest)
How many hospital facilities did the organization operate during the tax year?4
Name and address 		Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital Research Facility ER-24Hours ER-Other Other (Describe)
1 SCOTTSDALE HEALTHCARE-OSBORN MEDICAL CTR
7400 E OSBORN ROAD
SCOTTSDALE,AZ85251 		X X   X     X    
2 SCOTTSDALE HEALTHCARE-SHEA MEDICAL CTR
9003 E SHEA BOULEVARD
SCOTTSDALE,AZ85260 		X X   X   X X    
3 SCOTTSDALE HEALTHCARE-THOMPSON PEAK HOSL
7400 E THOMPSON PEAK PARKWAY
SCOTTSDALE,AZ85255 		X X         X    
4 GREENBAUM SURGICAL SPECIALTY HOSPITAL
3535 N SCOTTSDALE ROAD
SCOTTSDALE,AZ85251 		X X              
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
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)
SCOTTSDALE HEALTHCARE-OSBORN MEDICAL CTR
Name of Hospital Facility:  
Line Number of Hospital Facility (from Schedule H, Part V, Section A):1

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2011)
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 the community health 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 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 Participation in the development of a community-wide community benefit plan
d Participation in the execution of a 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 Needs Assessment
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 and 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 Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8 Yes  
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 9 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 200.%
If "No," explain in Part VI the criteria the hospital facility used.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care?................. 10 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 400.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Explained the basis for calculating amounts charged to patients?................. 11 Yes  
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 Yes  
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted 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 (FAP) that explained actions the hospital facility may take upon non-payment?....... 14 Yes  
15 Check all of the following collection actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
16 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP?.......... 16 Yes  
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
17 Indicate which efforts the hospital facility made before initiating any of the actions checked in line 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 patients were eligible for financial assistance under the hospital facility’s financial assistance policy
e Other (describe in Part VI)
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
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 Yes  
If “No,” indicate why:
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility’s policy was not in writing
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)
Individuals Eligible for Financial Assistance
19 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a The hospital facility used its lowest negotiated commercial insurance rate when calculating the maximum amounts that can be charged
b The hospital facility used the average of it's three lowest negotiated commercial insurance rates when calculating the maximum amounts that can be charged
c The hospital facility used the Medicare rates when calculating the maximum amounts that can be charged
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   No
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its FAP-eligible patients an amount equal to the gross charge for any services provided to that patient?............................... 21   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
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)
SCOTTSDALE HEALTHCARE-SHEA MEDICAL CTR
Name of Hospital Facility:  
Line Number of Hospital Facility (from Schedule H, Part V, Section A):2

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2011)
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 the community health 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 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 Participation in the development of a community-wide community benefit plan
d Participation in the execution of a 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 Needs Assessment
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 and 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 Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8 Yes  
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 9 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 200.%
If "No," explain in Part VI the criteria the hospital facility used.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care?................. 10 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 400.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Explained the basis for calculating amounts charged to patients?................. 11 Yes  
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 Yes  
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted 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 (FAP) that explained actions the hospital facility may take upon non-payment?....... 14 Yes  
15 Check all of the following collection actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
16 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP?.......... 16 Yes  
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
17 Indicate which efforts the hospital facility made before initiating any of the actions checked in line 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 patients were eligible for financial assistance under the hospital facility’s financial assistance policy
e Other (describe in Part VI)
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
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 Yes  
If “No,” indicate why:
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility’s policy was not in writing
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)
Individuals Eligible for Financial Assistance
19 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a The hospital facility used its lowest negotiated commercial insurance rate when calculating the maximum amounts that can be charged
b The hospital facility used the average of it's three lowest negotiated commercial insurance rates when calculating the maximum amounts that can be charged
c The hospital facility used the Medicare rates when calculating the maximum amounts that can be charged
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   No
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its FAP-eligible patients an amount equal to the gross charge for any services provided to that patient?............................... 21   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
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)
SCOTTSDALE HEALTHCARE-THOMPSON PEAK HOSL
Name of Hospital Facility:  
Line Number of Hospital Facility (from Schedule H, Part V, Section A):3

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2011)
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 the community health 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 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 Participation in the development of a community-wide community benefit plan
d Participation in the execution of a 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 Needs Assessment
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 and 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 Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8 Yes  
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 9 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 200.%
If "No," explain in Part VI the criteria the hospital facility used.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care?................. 10 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 400.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Explained the basis for calculating amounts charged to patients?................. 11 Yes  
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 Yes  
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted 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 (FAP) that explained actions the hospital facility may take upon non-payment?....... 14 Yes  
15 Check all of the following collection actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
16 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP?.......... 16 Yes  
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
17 Indicate which efforts the hospital facility made before initiating any of the actions checked in line 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 patients were eligible for financial assistance under the hospital facility’s financial assistance policy
e Other (describe in Part VI)
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
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 Yes  
If “No,” indicate why:
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility’s policy was not in writing
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)
Individuals Eligible for Financial Assistance
19 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a The hospital facility used its lowest negotiated commercial insurance rate when calculating the maximum amounts that can be charged
b The hospital facility used the average of it's three lowest negotiated commercial insurance rates when calculating the maximum amounts that can be charged
c The hospital facility used the Medicare rates when calculating the maximum amounts that can be charged
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   No
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its FAP-eligible patients an amount equal to the gross charge for any services provided to that patient?............................... 21   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
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)
GREENBAUM SURGICAL SPECIALTY HOSPITAL
Name of Hospital Facility:  
Line Number of Hospital Facility (from Schedule H, Part V, Section A):4

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2011)
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 the community health 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 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 Participation in the development of a community-wide community benefit plan
d Participation in the execution of a 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 Needs Assessment
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 and 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 Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8 Yes  
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 9 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 200.%
If "No," explain in Part VI the criteria the hospital facility used.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care?................. 10 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 400.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Explained the basis for calculating amounts charged to patients?................. 11 Yes  
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 Yes  
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted 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 (FAP) that explained actions the hospital facility may take upon non-payment?....... 14 Yes  
15 Check all of the following collection actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
16 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP?.......... 16    
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
17 Indicate which efforts the hospital facility made before initiating any of the actions checked in line 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 patients were eligible for financial assistance under the hospital facility’s financial assistance policy
e Other (describe in Part VI)
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
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 Yes  
If “No,” indicate why:
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility’s policy was not in writing
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)
Individuals Eligible for Financial Assistance
19 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a The hospital facility used its lowest negotiated commercial insurance rate when calculating the maximum amounts that can be charged
b The hospital facility used the average of it's three lowest negotiated commercial insurance rates when calculating the maximum amounts that can be charged
c The hospital facility used the Medicare rates when calculating the maximum amounts that can be charged
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   No
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its FAP-eligible patients an amount equal to the gross charge for any services provided to that patient?............................... 21   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Section C. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care 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) 2011
Schedule H (Form 990) 2011
Page
Part VI
Supplemental Information
Complete this part to provide the following information.
1 Required descriptions. Provide the descriptions 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, 3, 4, 5c, 6i, 7, 9, 10, 11h, 13g, 15e, 16e, 17e, 18d, 19d, 20, and 21.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any 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
SCHEDULE H, PART I, LINE 6A COMMUNITY HEALTH SERVICES SCOTTSDALE HEALTHCARE MAKES ITS COMMUNITY BENEFIT REPORT AVAILABLE TO THE PUBLIC AT WWW.SHC.ORG. SCOTTSDALE HEALTHCARE OFFERS OUTREACH PROGRAMS THAT BENEFIT THOUSANDS THROUGHOUT OUR COMMUNITY. FUNDED SOLELY BY GRANTS AND DONATIONS, OUR COMMUNITY HEALTH SERVICES PROGRAMS INCLUDE: HEALTH SCREENINGS - FREE HEALTH SCREENINGS IDENTIFY INDIVIDUALS AT RISK FOR TYPE 2 DIABETES, CARDIOVASCULAR DISEASE, SKIN CANCER AND STROKE. HEALTHCARE COUNSELING IS PERFORMED AND REFERRALS ARE MADE AS NEEDED. COORDINATED SCHOOL HEALTH - OUR HEALTH EDUCATORS VISIT CLASSROOMS, HELPING TO PREVENT TOBACCO USE, IMPROVE NUTRITION AND INCREASE PHYSICAL ACTIVITY. THE GRAND CANYON TREKKER LUNCHTIME WALKING PROGRAM IS A SIGNATURE INITIATIVE IMPLEMENTED IN NEARLY 60 ELEMENTARY SCHOOLS SINCE ITS INCEPTION IN 2003. OLDER ADULTS - ENCOURAGING INDEPENDENCE AND HEALTHY LIVING, OUR PROGRAMS FEATURE PHYSICAL ACTIVITY CLASSES, HEALTH SCREENINGS, EDUCATIONAL LECTURES, FALL PREVENTION AND CHRONIC DISEASE SELF-MANAGEMENT PROGRAMMING. OFTEN, COLLABORATION WITH COMMUNITY PARTNERS SUCH AS THE CITY OF SCOTTSDALE AND SCOTTSDALE FIRE DEPARTMENT IS INVOLVED. EARLY CHILDHOOD - PROGRAMS ARE DESIGNED TO EDUCATE CHILDREN IN THE AREAS OF HEALTH AND WELLNESS - NUTRITION EDUCATION, BENEFITS OF PHYSICAL ACTIVITY AND THE PREVENTION OF TYPE II DIABETES, OBESITY AND OTHER CHRONIC DISEASES NOW AFFECTING CHILDREN WITHIN OUR COMMUNITIES. ACTIVITIES AND LESSONS ARE ALIGNED WITH THE ARIZONA STATE STANDARDS AND NATIONAL CORE STANDARDS. TOBACCO CESSATION - FREE EIGHT-WEEK PROGRAMS OFFER GROUP SUPPORT AS TOBACCO TREATMENT SPECIALISTS HELP PARTICIPANTS CREATE AND IMPLEMENT AN INDIVIDUALIZED PLAN FOR TOBACCO CESSATION. PARTICIPANTS RECEIVE SUPPORTIVE TOOLS AND RESOURCES. A SUPPORT GROUP TO ATTAIN AND MAINTAIN A TOBACCO FREE LIFESTYLE MEETS MONTHLY. COMMUNITY SERVICES SCOTTSDALE HEALTHCARE'S FIT CITY SCOTTSDALE SCOTTSDALE HEALTHCARE IS WORKING TO IMPROVE OUR COMMUNITY'S HEALTH AND WELL-BEING THROUGH FIT CITY SCOTTSDALE, WHICH OFFERS A WIDE RANGE OF EVENTS AND ACTIVITIES. A FREE FAMILY-FRIENDLY EVENT IN 2012 FEATURED VENDORS, A 1K FAMILY WALK, 5KRUN, FITNESS CHALLENGES, KID'S ACTIVITIES AND MORE. APPROXIMATELY 6,000 PEOPLE ATTENDED. FIT CITY SCOTTSDALE ALSO OFFERS FITCITYSCOTTSDALE.ORG, A WEBSITE WITH HELPFUL INFORMATION, AND A MEMBERSHIP PROGRAM INCLUDING PARTICIPATION IN ONE HEALTH SCREENING ANNUALLY, RESTAURANT PROMOTIONS, A NEWSLETTER, WORKSHOPS, CERTAIN DISCOUNTS AND MORE. FORENSIC NURSE EXAMINERS SCOTTSDALE HEALTHCARE'S FORENSIC NURSE EXAMINERS (FNES) NOW TREAT PATIENTS INVOLVED IN DOMESTIC VIOLENCE STRANGULATION, A STRONG PREDICTOR OF FUTURE VIOLENCE. WHILE PROVIDING WORLD-CLASS CARE TO VICTIMS, THE FNES ALSO PROVIDE MEDICAL-FORENSIC EXAMS THAT ASSIST DETECTIVES AND PROSECUTORS IN STRANGULATION CASES. THIS IS IMPORTANT BECAUSE MEDICAL CORROBORATION IS INSTRUMENTAL FOR FELONY PENALTIES RELATED TO DOMESTIC VIOLENCE STRANGULATION. THE FNES NOW USE HIGH-TECH CAMERAS TO PROVIDE DOCUMENTATION OF INJURIES. THE CAMERAS, REPORTS CREATED BY FNES AND THE EVIDENCE THEY COLLECT ENABLE MORE FELONY CASES TO BE FILED AND CONVICTIONS OBTAINED. LIBRARY SERVICES LIBRARY SERVICES PROVIDES PATIENTS, FAMILIES AND THE PUBLIC WITH INDIVIDUALIZED RESEARCH. PROFESSIONAL LIBRARY STAFF QUICKLY DELIVER THE LATEST INFORMATION ON WELLNESS AND MEDICAL ISSUES AT NO CHARGE. WEEKLY "ASK THE HEALTHCARE EXPERT" PROGRAMS PROVIDE AN OPPORTUNITY TO SPEAK WITH HEALTHCARE PROFESSIONALS AND RECEIVE CURRENT INFORMATION. NOAH (NEIGHBORHOOD OUTREACH ACCESS TO HEALTH) DURING 2012, NOAH RECEIVED FEDERALLY QUALIFIED HEALTH CENTER LOOK ALIKE (FQHC LA) STATUS, A FEDERAL DESIGNATION THAT ALLOCATES RESOURCES TO PROVIDE CARE TO THOSE WHO NEED IT MOST. IN FISCAL YEAR 2012, NOAH PROVIDED MORE THAN 30,000 PATIENT VISITS INCLUDING: -24,134 MEDICAL VISITS -5,069 DENTAL VISITS -2,033 BEHAVIORAL HEALTH VISITS NOAH SERVES AS THE HEALTHCARE HOME FOR MORE THAN 10,000 COMMUNITY RESIDENTS. NOAH FOCUSES ON PREVENTION AND PROMOTING HEALTH THROUGH A PATIENT-CENTERED MEDICAL HOME MODEL OFFERING COMPREHENSIVE SERVICES INCLUDING: -WELL-CARE VISITS -IMMUNIZATIONS -PRENATAL CARE -DENTAL CARE -MEDICAL MANAGEMENT OF DISEASES WITH A BEHAVIORAL HEALTH COMPONENT FOR THE COMMUNITY -HEALTH EDUCATION -ELIGIBILITY ASSISTANCE NOAH'S THREE LOCATIONS SERVE DIVERSE NEIGHBORHOODS IN SCOTTSDALE AND NORTHEAST PHOENIX. ADDITIONALLY, THE NOAH MOBILE HEALTH UNIT VISITS LOCAL GROUPS, RESIDENTIAL GROUP HOMES FOR THE ELDERLY, BUSINESSES AND SCHOOLS TO PROVIDE HEALTH PROGRAMS. NOAH ALSO SERVES AS A TRAINING SITE FOR SCOTTSDALE HEALTHCARE'S FAMILY MEDICINE RESIDENCY PROGRAM AND PROVIDES EDUCATIONAL TRAINING OPPORTUNITIES TO NURSE PRACTITIONER, DENTAL, MEDICAL, AND BEHAVIORAL HEALTH STUDENTS. NOAH SERVES THOSE IN NEED WHILE ALSO EASING THE BURDEN OF NON-URGENT CARE SERVICES IN HOSPITAL EMERGENCY ROOMS. NOAH CENTERS ACCEPT ALL INSURANCES, INCLUDING AHCCCS, AND OFFER A SLIDING-SCALE FEE FOR THE UNINSURED FOR ALL SERVICES. CANCER OUTREACH THE VIRGINIA G. PIPER CANCER CENTER AT SCOTTSDALE HEALTHCARE IS RECOGNIZED BY THE COMMISSION ON CANCER OF THE AMERICAN COLLEGE OF SURGEONS FOR ITS FREE COMMUNITY OUTREACH PROGRAMS. THESE INCLUDE: -RISK AND PREVENTIVE EDUCATIONAL PROGRAMS FOR CANCER -NUTRITIONAL EDUCATION FOR CANCER PATIENTS AND FOR CAREGIVERS -SCREENING AND PROSTATE SCREENING EVENTS IN PARTNERSHIP WITH LOCAL COMMUNITY PHYSICIANS IN 2012, MORE THAN 3,956 INDIVIDUALS PARTICIPATED IN THE CREATIVE ARTS-BODY, MIND AND SPIRIT PROGRAM. MORE THAN 175 PROGRAMS WERE PROVIDED INCLUDING RISK, PREVENTION AND EDUCATION, CANCER SUPPORT GROUPS, AS WELL AS COMPLEMENTARY AND NUTRITIONAL PROGRAMS. THE VIRGINIA G. PIPER CANCER ALSO OFFERS CANCER CARE COORDINATORS, EXPERIENCED ADVANCED PRACTICE NURSES WITH EXPERTISE IN ONCOLOGY, WHO HELP PATIENTS AND FAMILIES, AT NO CHARGE AND WHETHER DIAGNOSED AT SCOTTSDALE HEALTHCARE OR NOT. IN 2012, CANCER CARE COORDINATORS PROVIDED NEW PATIENT RESOURCES, ONGOING SUPPORT, ACCURATE INFORMATION AND REFERRALS TO MORE THAN 200 PATIENTS EACH WEEK. THE VIRGINIA G. PIPER CANCER CENTER OFFERS AN IN-DEPTH CANCER SURVIVORSHIP PROGRAM, WORKS WITH NUMEROUS NATIONAL ORGANIZATIONS TO FURTHER THEIR MISSIONS, AND PROVIDES SPACE FREE OF CHARGE TO CANCER SUPPORT GROUPS. THE CENTER'S GIFT OF LIFE LODGING PROGRAM PROVIDED MORE THAN 80 OVERNIGHT HOTEL ACCOMMODATIONS FOR CANCER PATIENTS WHO MUST TRAVEL TO RECEIVE DAILY TREATMENT.
MILITARY PARTNERSHIP   SCOTTSDALE HEALTHCARE'S MILITARY PARTNERSHIP ENABLES MEDICAL PERSONNEL FROM ALL BRANCHES OF THE ARMED FORCES TO GAIN THE SKILLS AND EXPERIENCE NEEDED TO PERFORM SUCCESSFULLY UNDER DEPLOYED CONDITIONS. SINCE ITS BEGINNING IN 2004, THE MILITARY PARTNERSHIP HAS PROVIDED TRAINING TO MORE THAN 2,250 PARTICIPANTS. TRAINING OUR TROOPS LOCALLY SO THEY CAN OPERATE GLOBALLY, MILITARY PARTNERSHIP TRAINING INCLUDES: -HANDS-ON LEARNING THROUGH HIGH-TECH HUMAN PATIENT SIMULATORS -EXPERT LECTURES -CLINICAL ROTATIONS AT SCOTTSDALE HEALTHCARE, THE MARICOPA INTEGRATED HOSPITAL SYSTEM AND LUKE AIR FORCE BASE IN ADDITION TO THE GOAL OF BRINGING MORE OF AMERICAN'S SOLDIERS HOME, THE MILITARY PARTNERSHIP: -ENSURES THAT MEDICAL PROFESSIONALS ARE READY AND ABLE TO ASSIST AT DISASTER SITES AND HUMANITARIAN MISSIONS AROUND THE WORLD -BUILDS RELATIONSHIPS BETWEEN SCOTTSDALE HEALTHCARE AND MILITARY BRANCHES THAT CAN BE BENEFICIAL IN POTENTIAL LOCAL EMERGENCY RESPONSE SITUATIONS -PROVIDES TRAINING TO LOCAL PARAMEDICS AND FIREFIGHTERS, AS WELL AS SCOTTSDALE HEALTHCARE STAFF, ENSURING WORLD-CLASS CARE FOR OUR COMMUNITY IN FISCAL YEAR 2012, THE MILITARY PARTNERSHIP PARTICIPATED IN ANGEL THUNDER, A U.S. AIR FORCE SEARCH-AND-RESCUE AND MEDICAL EVACUATION EXERCISE. BLACKHAWK AIR EVAC HELICOPTERS FLEW SIMULATED VICTIMS TO SCOTTSDALE HEALTHCARE, WHERE THEY WERE QUICKLY TRIAGED AS TRAUMA PATIENTS BY SCOTTSDALE HEALTHCARE STAFF. SUCH DISASTER DRILLS HELP SCOTTSDALE HEALTHCARE MAINTAIN READINESS FOR PROVIDING MEDICAL CARE DURING A CRISIS OR MASS CASUALTY EVENT. HEALTH CAREER EDUCATION PROFESSIONAL NURSING EDUCATION LIFE SUPPORT CERTIFICATION AND OTHER CLASSES OPEN TO OUR COMMUNITY WERE COORDINATED IN 2012. WORKSHOPS HELPED NURSES PREPARE FOR CERTIFICATION EXAMS IN SPECIALTY AREAS AND A RESEARCH FESTIVAL INVOLVED OTHER COMMUNITY HOSPITALS. A NEW GRADUATE NURSING SCHOLAR FELLOWSHIP WAS IMPLEMENTED IN 2012. THE PROGRAM WAS AVAILABLE TO NEW GRADUATE NURSES WHO RECENTLY COMPLETED A BACHELOR'S IN NURSING. THE NEW GRADUATE NURSING SCHOLAR FELLOWSHIP ORIENTATION PROGRAM IS A COMPREHENSIVE, INTERACTIVE PROGRAM DESIGNED TO HELP NEW NURSING PROFESSIONALS DEVELOP THE SKILLS REQUIRED TO DELIVER AND MAINTAIN HIGH-QUALITY PATIENT CARE. SCOTTSDALE HEALTHCARE INVESTMENT IN NURSING EXCELLENCE (SHINE) THIS PROGRAM ENHANCES PROFESSIONAL GROWTH AND DEVELOPMENT. SHINE NURSES SUPPORT COMMUNITY VACCINATIONS, SCREENINGS AND OTHER COMMUNITY ACTIVITIES. IN FISCAL YEAR 2012, 291 NURSES EARNED MORE THAN $92,250 IN CERTIFICATES THAT CAN BE APPLIED TOWARD EDUCATIONAL ACTIVITIES. WORKFORCE DEVELOPMENT SCOTTSDALE HEALTHCARE UNIVERSITY IS A COMMUNITY RESOURCE FOR HEALTHCARE CAREER INFORMATION. SCOTTSDALE HEALTHCARE HAS A NETWORK OF EIGHT COLLEGIATE PARTNERS PROVIDING VARIOUS ONSITE DEGREE PROGRAMS. IN 2012: -282 NURSES WERE PURSUING A BACHELOR'S IN NURSING, 95 WERE PURSUING A MASTER'S IN NURSING, 94 WERE PURSUING A NURSE PRACTITIONER DEGREE PROGRAM AND 29 WERE IN DOCTORAL PROGRAMS -107 STUDENTS EMPLOYED AT SCOTTSDALE HEALTHCARE WERE ATTENDING PRE-LICENSURE NURSING PROGRAMS -$3,551,756 IN TUITION ASSISTANCE BENEFITS WERE PROVIDED TO MORE THAN 1,103 STAFF MEMBERS GRADUATE MEDICAL EDUCATION MORE THAN 225 FAMILY PHYSICIANS HAVE GRADUATED FROM OUR FAMILY MEDICINE RESIDENCY PROGRAM. MANY PRACTICE IN ARIZONA, MEETING A VITAL NEED FOR PRIMARY CARE PHYSICIANS. OUR PHARMACY RESIDENCY PROGRAM PROVIDES VALUABLE LEARNING TO LICENSED PHARMACISTS INTERESTED IN BECOMING QUALIFIED HOSPITAL PHARMACISTS OR CLINICAL PHARMACY SPECIALISTS. ADDITIONALLY, MORE THAN 600 STUDENTS IN MEDICAL SCHOOL OR OTHER HEALTHCARE EDUCATION PROGRAMS LEARNED DURING CLINICAL ROTATIONS PROVIDED DURING THE 2011-2012 ACADEMIC YEAR. ENVIRONMENTAL HEALTH SCOTTSDALE HEALTHCARE IS COMMITTED TO THE HEALTH OF OUR PLANET. OUR SUSTAINABILITY ACHIEVEMENTS INCLUDE: -CONFIDENTIAL DOCUMENTS ARE SHREDDED ON-SITE. DURING FISCAL YEAR 2012, 290 TONS OF PAPER WERE SHREDDED, BUNDLED AND SOLD TO AN OUTSIDE FIRM FOR RECYCLING. -RECYCLING OF PAPER, PLASTIC, CARDBOARD, METAL, MEDICAL SHARPS AND COMPUTER PARTS HAS INCREASED AND IS NOW SYSTEMWIDE. -IN FISCAL YEAR 2012, SCOTTSDALE HEALTHCARE KEPT NEARLY 10,000 POUNDS OF WASTE OUT OF LANDFILLS BY REMANUFACTURING CERTAIN MEDICAL DEVICES. -PRINTING IN FISCAL YEAR 2012 DROPPED 8.6 PERCENT FROM THE YEAR PRIOR, SAVING MORE THAN 3 MILLION PIECES OF PAPER. -LED LIGHTS ARE BEING INCORPORATED INTO OUR FACILITY. THESE LIGHTS LAST LONGER AND USE 20 PERCENT OF THE ENERGY OF STANDARD LIGHTS. FINANCIAL ACCOUNTABILITY SCOTTSDALE HEALTHCARE PROVIDED $112.8 MILLION IN COMMUNITY BENEFIT IN FISCAL YEAR 2012. CHARITY CARE REPRESENTS THE COST OF SERVICES PROVIDED TO PATIENTS WHO QUALIFY UNDER SCOTTSDALE HEALTHCARE'S CHARITY CARE POLICY. COMMUNITY OUTREACH PROGRAMS INCLUDES THE COST TO PROVIDE HEALTH EDUCATION, SCREENINGS, COMMUNITY HEALTH ASSESSMENT SURVEYS, MOBILE SERVICES AND OTHER PROGRAMS. UNPAID POST OF PUBLIC PROGRAMS INCLUDES THE UNPAID COST OF SERVICES TO PUBLIC PROGRAM ENROLLEES, MEDICARE AND AHCCCS (ARIZONA'S VERSION OF MEDICAID). CHARITY CARE AND NOAH CHARITY CARE(UNPAID COSTS OF AHCCCS, MEDICARE AND CHARITY CARE COMBINED - $93,500,000. NEIGHBORHOOD OUTREACH ACCESS TO HEALTH (NOAH) - TOTAL OPERATING BUDGET $2,244,893. COMMUNITY HEALTH SERVICES COMMUNITY HEALTH PROGRAMS - $1,354,536. DONATIONS TO COMMUNITY NON-PROFIT HEALTH-RELATED ORGANIZATIONS - $139,895. SCOTTSDALE HEALTHCARE FOUNDATION COST OF PHILANTHROPY - $4,395,606. HEALTH CAREER EDUCATION AND VOLUNTEERISM SCOTTSDALE HEALTHCARE INVESTMENT IN NURSING EXCELLENCE - (SHINE) - $92,250. WORKFORCE DEVELOPMENT - $3,551,756. NEW GRADUATE NURSING SCHOLAR FELLOWSHIP FOR 20 NEW BACHELOR'S IN NURSING GRADUATES - $44,299. MILITARY PARTNERSHIP RSSTP, USAF NURSE TRANSITION PROGRAM, SUSTAINMENT OF TRAUMA AND READINESS SKILLS PROGRAM (STARS-P) - $1,846,727.
SCHEDULE H, PART I, LINE 7   THE WORKSHEETS FROM THE FORM 990 SCHEDULE INSTRUCTIONS WERE USED TO COMPLETE THE TABLE.
SCHEDULE H, PART II   THE COMMUNITY BUILDING ACTIVITIES THAT SHH HAS IMPLEMENTED ARE DERIVED DIRECTLY FROM THE PAST COMMUNITY NEEDS ASSESSMENTS. SUCH NEEDS AS WEIGHT MANAGEMENT AND OBESITY IN ADULTS AND CHILDREN, EFFECT OF DIABETES AND PRE DIABETES AND CANCER DETECTION AND EARLY PREVENTION ARE AMONG THE KEY FINDINGS OF THAT ASSESSMENT. THROUGH PROGRAMS SUCH AS GRAND CANYON TREKKERS, ADDRESSING FITNESS AND EXERCISE IN OUR SCHOOLS, THE EARLY MORNING YOGA CLASSES IN OUR ELEMENTARY SCHOOLS AND THE AOMEN ZONE PROGRAM FOR ELEMENTARY AGE KIDS IN TITLE ONE SCHOOLS, PROMOTION OF POSITIVE SELF ESTEEM, TRAINING IN FITNESS AND EXERCISE AND RE-ENFORCEMENT OF POSITIVE EATING HABITS WHICH COMBAT WEIGHT GAIN THAT LEADS TO OBESITY ARE ACTIVELY DISCUSSED. BY ADDRESSING THE OBESITY ISSUE IN THE COMMUNITY, ITS SECONDARY EFFECTS SUCH AS DIABETES AND PRE DIABETES ARE DIAGNOSED AND TREATED IN THEIR EARLY STAGES. THROUGH THE DIABETES PROGRAMMING IN THE NOAH CLINICS, TEACHING IS PROVIDED ON ONE TO ONE AND GROUP SESSIONS RELATED TO THE EFFECTS OF THE DISEASE CO-MORBIDITIES, THE PREVENTION OF CO-MORBIDITIES, THE IMPORTANCE OF MEDICATION AND DIETARY REGIME COMPLIANCE AND THE EMPOWERMENT OF THE INDIVIDUAL IN TAKING RESPONSIBILITY FOR THEIR HEALTH ARE TAUGHT. CANCER SCREENING OF ALL VARIETIES, SKIN, PROSTATE, LUNG, BREAST AND COLON ARE OFFERED TO GIVE THE COMMUNITY ACCESS TO INFORMATION ON PREVENTION AND EARLY DETECTION OF DISEASE. THIS ENABLES TREATMENT IN THE EARLY STAGES OF DISEASE WITH BETTER OUTCOMES AND LESS INVASIVE THERAPIES. OUR ENTIRE COMMUNITY BUILDING PROGRAM IS BUILT ON EVIDENCE BASED GUIDELINES AND PROTOCOLS, PROVEN METHODOLOGIES FOR OBTAINING THE OPTIMAL HEALTH OUTCOMES FOR OUR COMMUNITY.
SCHEDULE H, PART III, LINE 4   NET PATIENT ACCOUNTS RECEIVABLE AND NET PATIENT SERVICE REVENUE HAVE BEEN ADJUSTED TO THE ESTIMATED AMOUNTS EXPECTED TO BE RECEIVED. THESE ESTIMATED AMOUNTS ARE SUBJECT TO FURTHER ADJUSTMENTS UPON REVIEW BY THIRD-PARTY PAYORS. MANAGEMENT ESTIMATES THE PROVISION FOR DOUBTFUL ACCOUNTS AND THE ALLOWANCE FOR DOUBTFUL ACCOUNTS BASED UPON THE HISTORICAL COLLECTION EXPERIENCE OF EACH HOSPITAL. BAD DEBT IS BOOKED BASED ON HISTORICAL DATA COLLECTED BY HOSPITAL.
SCHEDULE H, PART III, LINE 8   THE ENTIRE SHORTFALL SHOULD BE ATTRIBUTABLE TO COMMUNITY BENEFIT.
SCHEDULE H, PART III, LINE 9B   PURSUANT TO SHH'S FINANCIAL ASSISTANCE POLICY, SHH WILL NOT PURSUE LEGAL ACTION FOR NON-PAYMENT OF BILLS AGAINST CHARITY CARE PATIENTS WHO HAVE CLEARLY DEMONSTRATED THAT THEY HAVE NEITHER SUFFICIENT INCOME NOR ASSETS TO MEET THEIR FINANCIAL OBLIGATION. SHH WILL NOT PLACE A LIEN ON A CHARITY CARE PATIENT'S PRIMARY RESIDENCE IF THIS IS THE PATIENT'S SOLE REAL ESTATE ASSET UNLESS THE VALUE OF THE PROPERTY CLEARLY INDICATES AN ABILITY TO ASSUME SIGNIFICANT FINANCIAL OBLIGATIONS. SHH WILL NOT EXECUTE A LIEN BY FORCING THE SALE OR FORECLOSURE OF A CHARITY CARE PATIENT'S PRIMARY RESIDENCE TO PAY FOR AN OUTSTANDING MEDICAL BILL. SHH WILL NOT USE BODY ATTACHMENT TO REQUIRE THE CHARITY CARE PATIENT OR RESPONSIBLE PARTY TO APPEAR IN COURT.
NEEDS ASSESSMENT SCHEDULE H, PART VI, LINE 2 TRIENNIAL NEEDS ASSESSMENTS HAVE BEEN CONDUCTED SINCE 2002. THE TRIENNIAL SURVEY, COMPLETED IN 2012, WAS COMPRISED OF THREE CRITICAL COMPONENTS; AN ASSESSMENT OF DISCHARGE INFORMATION FOR THE 2007 FISCAL YEARS CONDUCTED BY THE CENTER FOR HEALTH INFORMATION AND RESEARCH (CHIR) AT ASU, FOCUS GROUPS COMPLETED BY AN AFFILIATED NON-PROFIT, FIT CITY, AND AN ON-LINE SURVEY DESIGNED BY A LOCAL HEALTHCARE CONSORTIUM AND REVIEWED BY KEY SERVICE PROVIDERS (SCHOOL DISTRICT, COMMUNITY COLLEGE, HEALTHCARE, CITY GOVERNMENT). SCOTTSDALE HEALTHCARE UTILIZED ALL THREE DATA SOURCES AND INPUT FROM FIT CITY (HEALTHCARE CONSORTIUM) TO DESIGN THE PLAN FOR COMMUNITY SERVICES ACROSS THE CONTINUUM OF CARE FOR THE ENTIRE SCOTTSDALE HEALTHCARE ENTERPRISE. A SINGLE ACTION PLAN INCLUDING ACCESS TO AFFORDABLE PRIMARY MEDICAL AND DENTAL CARE, IMMUNIZATION CLINICS, SCREENINGS AND PREVENTION ACTIVITIES AND COMMUNITY HEALTH EDUCATION WAS DEVISED BASED ON THE FINDINGS FROM THE ASSESSMENT. THE 2008 ASSESSMENT AND ACTION PLAN INFORMATION WAS SHARED IN PRESENTATIONS TO KEY COMMUNITY LEADERSHIP GROUPS, OTHER NON-PROFITS, SCHOOL DISTRICTS AND HEALTHCARE PROVIDERS. THE ASSESSMENT WAS WIDELY USED BY THE FIT CITY HEALTHCARE COALITION TO PROMOTE PREVENTION, WELLNESS AND FITNESS THROUGHOUT THE SERVICE AREA. IN ADDITION, THE COMMUNITY HEALTH EDUCATION DEPARTMENT COMPARED THE HEALTHY PEOPLE 2000 NATIONAL OUTCOMES AND DEVISED PUBLIC HEALTH PROGRAMMING TO ADDRESS THE HIGHEST PRIORITY DEFICIENCIES IN THE ANALYSIS. SCOTTSDALE HEALTHCARE (SHC) COMPLETED A 2012 COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA)FOR SHC OSBORN, SHC SHEA, SHC THOMPSON PEAK, AND SHC GREENBAUM SERVICE AREAS. THE 2012 CHNA PROVIDED FINDINGS AND RECOMMENDATIONS FOR PRIORITIZING COMMUNITY HEALTH NEEDS. THE NEXT STEP WILL BE AN IMPLEMENTATION PLAN THAT WILL ADDRESS THE NEEDS IDENTIFIED IN THE COMMUNITY. THE CHNA AND IMPLEMENTATION PLAN WILL BE COMPLETED BY SEPTEMBER 30, 2013.
PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE SCHEDULE H, PART VI, LINE 3 SCOTTSDALE HEALTHCARE, THROUGH ITS FINANCIAL ASSISTANCE POLICIES, PROVIDES ASSISTANCE FOR THOSE FROM 100-400% OF THE FEDERAL POVERTY LEVEL BASED ON THE VERIFICATION OF THE PATIENT'S FINANCIAL STATUS. ALL PATIENTS ARE NOTIFIED DURING THEIR ADMISSION PROCESS OF SCOTTSDALE HEALTHCARE'S FINANCIAL ASSISTANCE POLICY. THE FINANCIAL ASSISTANCE POLICY IS AVAILABLE THROUGH SCOTTSDALE HEALTHCARE'S WEBSITE WWW.SHC.ORG. BROCHURES ARE AVAILABLE IN ALL PUBLIC AREAS OF THE HOSPITALS. OUR PATIENTS MAY REQUEST TO SPEAK WITH A FINANCE REPRESENTATIVE AT ANY TIME BEFORE, DURING OR AFTER THEIR STAY IN ONE OF SCOTTSDALE HEALTHCARE'S FACILITIES.
COMMUNITY INFORMATION SCHEDULE H, PART VI, LINE 4 SCOTTSDALE HEALTHCARE'S GEOGRAPHIC SERVICE AREA IS COMPRISED OF THE NORTHEAST QUADRANT OF METROPOLITAN PHOENIX. SPECIFICALLY, THE BORDERS INCLUDE TONTO NATIONAL FOREST TO THE NORTH, HIGHWAY 202 TO THE SOUTH, THE SALT RIVER PIMA COMMUNITY TO THE EAST AND THE I-17 TO THE WEST. SPECIFIC COMMUNITIES SERVED INCLUDE SCOTTSDALE, PARADISE VALLEY, NORTHEAST PHOENIX, CAREFREE, CAVE CREEK, RIO VERDE, FOUNTAIN HILLS, NORTHWEST MESA AND NORTHEAST TEMPE AS WELL AS THE SALT RIVER PIMA AND FORT MCDOWELL INDIAN COMMUNITIES. THIS AREA COMPRISES APPROXIMATELY 783,900 PEOPLE. SCOTTSDALE HEALTHCARE SERVES ALL PATIENTS IN THE AFOREMENTIONED SERVICE AREA. THE DEMOGRAPHICS VARY FROM HIGHLY AFFLUENT TO POVERTY LEVEL INDIVIDUALS, FROM HIGHLY EDUCATED TO HIGH SCHOOL DROP OUTS, FROM YOUNG FAMILIES TO ACTIVE SENIORS AND A SIGNIFICANT NUMBER OF SENIORS OVER 65 YEARS OF AGE. THE ETHNIC BACKGROUND OF THE POPULATION IS 75% CAUCASIAN, 16% HISPANIC, 3% ASIAN, 2% AFRICAN-AMERICAN, AND 4% ALL OTHERS.
PROMOTION OF COMMUNITY HEALTH SCHEDULE H, PART VI, LINE 5 THROUGH KEY COMMUNITY PARTNERSHIPS, SCOTTSDALE HEALTHCARE PROVIDES EDUCATION AND PREVENTION ACTIVITIES TO THE ACADEMIC COMMUNITY (ELEMENTARY, HIGH SCHOOL, COMMUNITY COLLEGE AND UNIVERSITY). THESE PROGRAMS ARE AGE-SPECIFIC AND TAILORED TO THE HEALTHCARE CURRICULUM DICTATED BY THE STATE OF ARIZONA. SUPPORT AT THE HIGH SCHOOL LEVEL FOR GRADUATES TO SEEK JOB PLACEMENT AT SCOTTSDALE HEALTHCARE IS A HIGH PRIORITY GIVING THOSE GRADUATES ACCESS TO SCOTTSDALE HEALTHCARE'S TUITION REIMBURSEMENT PROGRAM TO FURTHER THEIR EDUCATION. THE NEIGHBORHOOD OUTREACH ACCESS TO HEALTH (NOAH) PROVIDES CARE FOR THOSE WHO NEED IT MOST. NOAH SERVES AS A HEALTHCARE HOME THAT FOCUSES ON PREVENTION AND PROMOTING HEALTH THROUGH PATIENT-CENTERED MEDICAL HOME OFFERING MEDICAL, DENTAL, AND BEHAVORIAL HEALTH SERVICES. COMMUNITY SCREENINGS ARE CONDUCTED MONTHLY THROUGH SPECIFIC SERVICE LINES AND APPROPRIATE REFERRALS BACK TO PRIMARY CARE PHYSICIANS OR SPECIALTY PHYSICIANS ARE PROVIDED. IF A PATIENT DOES NOT HAVE A PHYSICIAN, ASSISTANCE IS GIVEN TO THAT PATIENT TO BE SURE FOLLOW-UP IS COMPLETED. PROGRAMS ARE DEVELOPED FOR SPECIFIC VULNERABLE POPULATIONS, FOR EXAMPLE, MATTER OF BALANCE IS A PROGRAM FOCUSED ON REDUCING FALLS AND INCREASE PHYSICAL ACTIVITY IN THE OLDER POPULATION. THIS PROGRAM PROVIDES ASSISTANCE AND EDUCATION TO INCREASE POSITIVE OUTCOMES. IN ADDITION, SCOTTSDALE HEALTHCARE SERVES AS A LEAD TRAINING CENTER FOR ALL BRANCHES OF MILITARY MEDICAL PERSONNEL AND COMBAT READINESS MEDICINE.
AFFILIATED HEALTH CARE SYSTEM SCHEDULE H, PART VI, LINE 6 ROLE OF THE BOARD OF DIRECTORS - SCOTTSDALE HEALTHCARE IS GOVERNED BY AN ALL-VOLUNTEER COMMUNITY-BASED BOARD OF DIRECTORS (BOARD). THE BOARD HAS THE RESPONSIBILITY FOR THE DEVELOPMENT AND OVERSIGHT OF SCOTTSDALE HEALTHCARE'S VALUES, VISION, MISSION, LONG-TERM STRATEGY AND DESIRED FUTURE STATE WHICH HAS BEEN DELEGATED TO THE STRATEGIC PLANNING COMMITTEE. THROUGH THESE DOCUMENTS, THE STRATEGIC PLANNING COMMITTEE ASSESSES AND REAFFIRMS SCOTTSDALE HEALTHCARE'S COMMUNITY BENEFIT COMMITMENTS AND CONNECTIONS WITH OUR PRIMARY CONSTITUENCIES. THE STRATEGIC PLANNING COMMITTEE PROVIDES DIRECTION, AND OVERSEES THE CLEAR AND ACCURATE COMMUNICATION OF THESE ACTIVITIES TO KEY STAKEHOLDER GROUPS AND RECOMMENDS RESOURCE TARGETS TO THE FINANCE COMMITTEE FOR ALLOCATION. THE QUALITY COMMITTEE ASSURES MEASUREMENT AND COMPARISON OF SCOTTSDALE HEALTHCARE'S COMMUNITY ACTIVITIES TO EVOLVING NORMS. THE BOARD ULTIMATELY DETERMINES THE INTERNAL AND EXTERNAL AUDIT BENCHMARKS CURRENTLY REPORTED AS A PERCENT OF GROSS REVENUES. ROLE OF THE COMMUNITY LEADERSHIP TEAM - THE PRESIDENT AND CHIEF EXECUTIVE OFFICER HAS APPOINTED THE SR. VICE PRESIDENT/GENERAL COUNSEL TO OVERSEE SCOTTSDALE HEALTHCARE'S COMMUNITY BENEFIT ACTIVITIES. IN THIS ROLE, THE SENIOR VP/GENERAL COUNSEL REPORTS TO THE PRESIDENT WITH AN INDIRECT REPORTING RELATIONSHIP TO THE BOARD OF DIRECTORS. THE SENIOR VP/GENERAL COUNSEL HAS DELEGATED THE IMPLEMENTATION OF THE COMMUNITY BENEFIT PLAN TO THE VICE PRESIDENT COMMUNITY STEWARDSHIP. THE VICE PRESIDENT COMMUNITY STEWARDSHIP HAS CREATED A TEAM OF TALENTED INDIVIDUALS TO IMPLEMENT AND EXECUTE THIS PLAN. THE TEAM IS COMPOSED OF THE DIRECTOR COMMUNITY AND CORPORATE HEALTH, THE DIRECTOR OF MILITARY AFFAIRS AND EMERGENCY PREPAREDNESS AND THEIR IMMEDIATE DIRECT REPORTS. THE TEAM IS CHARGED WITH THE ASSESSMENT, DEVELOPMENT, IMPLEMENTATION AND EVALUATION OF ALL COMMUNITY BASED ACTIVITIES WHOSE KEY FUNCTION IS SERVICE TO THOSE IN NEED, INCREASE ACCESS TO CARE AND HEALTH PROMOTION, PREVENTION, PREPAREDNESS AND PROTECTION. THE COMMUNITY LEADERSHIP TEAM PROVIDES SIGNIFICANT SERVICES TO ITS CONSTITUENTS THROUGH: 1. EMBEDDING SCOTTSDALE HEALTHCARE OUTREACH SERVICES IN THE GREATER SCOTTSDALE COMMUNITY (HEALTH FAIRS, EXECUTIVE PHYSICALS, HEALTH AND WELLNESS PROGRAMMING, VACCINATION AND IMMUNIZATION CLINICS, HEALTH INFORMATION CENTERS, MILITARY TRAINEES); 2. COMMUNITY HEALTH ASSESSMENTS (COMPLETED 2001, 2005, 2008, 2011 PENDING); 3. NOAH MEDICAL (PRIMARY CARE), DENTAL & BEHAVIORAL CENTERS (30,000 PATIENTS/YEAR); 4. COMMUNITY RESEARCH AND PREVENTION PROGRAMMING (GRAND CANYON TREKKER'S, CHILDHOOD ASTHMA, 2 FIT 2 FALL); 5. HEALTH PREVENTION ACTIVITIES AND SCREENINGS, (BIOMETRICS, STROKE, CARDIOVASCULAR, DIABETES, CANCER); 6. COMMUNITY BENEFIT REPORTING (2005, 2006, 2007, 2008, 2009, 2010, 2011); 7. SPEAKERS BUREAU, PHARMACY CONSULTATIONS, ASK THE EXPERT, HEALTH INFORMATION CENTERS AND MEDICAL LIBRARIES; 8. OCCUPATIONAL HEALTH CLINICS (185 VISITS/DAY); 9. MILITARY RELATIONSHIP MANAGEMENT (AMSUS, SIM-MAN, MEDSTAR MOBILE SIM LAB) AND TRAINING PROGRAMS (GUARD, RESERVES, ACTIVE DUTY, ALL BRANCHES), AIR FORCE NURSE TRANSITION PROGRAM; 10. LEADERSHIP AND PARTICIPATION IN COMMUNITY COLLABORATIVE GROUPS (ROTARY, CHAMBER OF COMMERCE, STARS, SCOTTSDALE UNIFIED SCHOOL DISTRICT, PARADISE VALLEY SCHOOL DISTRICT, BALSZ ELEMENTARY SCHOOL DISTRICT, BRIDGING AZ, ARIZONA WORKSITE WELLNESS, YMCA, COYOTE CRISIS COLLABORATIVE). IN ADDITION TO THESE RESPONSIBILITIES OF THE TEAM, SPECIAL PROJECTS ARE UNDERTAKEN EACH YEAR TO FURTHER THE VALUES, VISION, MISSION, STRATEGIC PLAN AND DESIRED FUTURE STATE OF SCOTTSDALE HEALTHCARE AND TO DOCUMENT OUR COMMITMENT TO THE COMMUNITY. ROLE OF THE COMMUNITY ADVISORY COUNCIL - THE COMMUNITY STEWARDSHIP ADVISORY COUNCIL CONVENED IN 2009 TO STEWARD THE RESOURCES OF SCOTTSDALE HEALTHCARE BY GUIDING AND PROVIDING DIRECTION FOR OUR COMMUNITY BENEFIT PROGRAM AND COMMUNITY RELATIONSHIP BUILDING ACTIVITIES. INTEGRAL TO ITS PURPOSE IS A WELL-ROUNDED UNDERSTANDING OF COMMUNITY BENEFIT AND SOCIAL RESPONSIBILITY TACTICS FOR NON-PROFIT, TAX-EXEMPT ORGANIZATIONS SUCH AS SCOTTSDALE HEALTHCARE. THE CHAIR OF THE COUNCIL WAS DETERMINED IN CONJUNCTION WITH EXECUTIVE LEADERSHIP AND THE CHAIRMAN OF THE BOARD. VIRGINIA KORTE, CEO OF STARS AND LONG TIME COMMUNITY LEADER, HAS BEEN APPOINTED AND CONTINUES TO SERVE. THE COUNCIL IS COMPRISED OF SUFFICIENT MEMBERS TO ADEQUATELY REPRESENT OUR VULNERABLE POPULATIONS AND THE KEY COMMUNITY BENEFIT ACTIVITIES OF SCOTTSDALE HEALTHCARE. MEMBERSHIP INCLUDES OPERATIONAL AND CORPORATE LEADERSHIP, BOARD OF DIRECTORS, COMMUNITY AT LARGE MEMBERS, SCOTTSDALE HEALTHCARE FOUNDATION AND OTHER NON-PROFIT 501(C)(3) ORGANIZATIONS. EACH MEMBER SHALL SERVE FOR A MINIMUM OF ONE YEAR OR UNTIL THEIR SUCCESSOR HAS BEEN APPOINTED. THE COUNCIL MEETS QUARTERLY TO ADVISE THE COMMUNITY STEWARDSHIP LEADERSHIP AND EVALUATE AND MAKE RECOMMENDATIONS TO THE ANNUAL COMMUNITY BENEFIT PLAN AND SUBSEQUENT COMMUNITY BENEFIT REPORT. THE COUNCIL FUNCTIONS IN AN ADVISORY CAPACITY TO EXECUTIVE LEADERSHIP ON THE FOLLOWING: 1. STRATEGIC FIT OF COMMUNITY BUILDING ACTIVITIES WITH THE VALUES, VISION, MISSION AND CORE INITIATIVES OF SCOTTSDALE HEALTHCARE AND THE NEEDS OF THE COMMUNITY; 2. MAINTENANCE AND ANNUAL REVIEW OF SCOTTSDALE HEALTHCARE'S ORGANIZATIONAL MISSION; 3. REVIEW OF DATA COMPRISING COMMUNITY BUILDING ACTIVITIES REQUIRED BY REGULATORY AGENCIES SPECIFICALLY SCHEDULE H OF IRS FORM 990 FOR TAX EXEMPTION; 4. REVIEW OF THE ANNUAL COMMUNITY BENEFIT REPORT; 5. ADVICE REGARDING COMMUNITY BENEFIT AND SOCIAL RESPONSIBILITY KNOWLEDGE DEFICITS AND CORRECTIVE ACTIONS; 6. ORGANIZATIONAL EDUCATION PLAN REGARDING COMMUNITY BUILDING ACTIVITIES; 7. REVIEW OF PERTINENT POLICIES RELATING TO COMMUNITY BENEFIT (FINANCIAL ASSISTANCE POLICY); 8. TRIENNIAL COMMUNITY HEALTH ASSESSMENT PROCESS, DATA COLLECTION AND ACTION PLAN; 9. SCOTTSDALE HEALTHCARE PUBLISHES A COMMUNITY BENEFIT REPORT ONLY IN THE STATE OF ARIZONA.
STATE FILING OF COMMUNITY BENEFIT REPORT SCHEDULE H, PART VI, LINE 7 SCOTTSDALE HEALTHCARE PUBLISHES A COMMUNITY BENEFIT REPORT ONLY IN THE STATE OR ARIZONA. THE STATE OF ARIZONA DOES NOT REQUIRE FILING.
Schedule H (Form 990) 2011
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
SCOTTSDALE HEALTHCARE HOSPITALS
 
Employer identification number
86-0181654
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) WESTGROUP RESEARCH2712 N 44TH ST STE 100A
PHOENIX,AZ85008 		86-0530284 N/A 50,000       COMMUNITY SUPPORT
(2) LEUKEMIA SOCIETY OF AMERICASTEE-100 290 E N AVE
PHOENIX,AZ85028 		13-5644916 501(C)(3) 6,000       COMMUNITY SUPPORT
(3) WORKSHOPS FOR YOUTH & FAMILIES9811 E BELL RD STE 110
SCOTTSDALE,AZ85260 		86-0957030 501(C)(3) 17,000       COMMUNITY SUPPORT
(4) MERESTONE7232 E FIRST ST
SCOTTSDALE,AZ85251 		86-0288231 N/A 10,250       COMMUNITY SUPPORT
(5) LEGACY CONNECTION2999 N 44TH ST STE 530
PHOENIX,AZ85018 		90-0036015 501(C)(3) 10,000       COMMUNITY SUPPORT
(6) WOMENS HALF MARATHON LLC1499 BEACH DR STE B
ST PETERSBURG,FL33701 		26-4388658 N/A 15,000       COMMUNITY SUPPORT
(7) FLAGG KIM DBA THREE FLAGGS MEDIA701 E FAIRWAY DR
LITCHFIELD PARK,AZ85340 		50-4823988 N/A 15,000       COMMUNITY SUPPORT
(8) STARS7507 E OSBORN RD
SCOTTSDALE,AZ85251 		23-7395103 501(C)(3) 10,000       COMMUNITY SUPPORT








2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
4
3
Enter total number of other organizations listed in the line 1 table ......................... . Bullet Image
4
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2011

Schedule I (Form 990) 2011
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance













Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS SCHEDULE I, PART I, LINE 2 SCOTTSDALE HEALTHCARE ALLOCATES FUNDS TO THE COMMUNITY STEWARDSHIP DIVISION FOR USE OF SPONSORSHIPS THROUGHOUT THE COMMUNITY. EXECUTIVES, DIRECTORS, AND MANAGERS SEND REQUESTS FOR APPROVAL. THE SPONSORSHIPS ARE GENERALLY THROUGH THE CHARITY'S FUND RAISING ACTIVITIES. SHH ATTENDS THE EVENTS TO ENSURE MONEY IS BEING UTILIZED AS REQUESTED.
Schedule I (Form 990) 2011


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
SCOTTSDALE HEALTHCARE HOSPITALS
 
Employer identification number

86-0181654
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 or provision 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. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations 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) 2011

Schedule J (Form 990) 2011
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is 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) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and column (E) for that individual.
(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 as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) THOMAS J SADVARY (i)
(ii)		 0
633,196 		0
274,083 		0
4,878,263 		0
257,970 		0
9,364 		0
6,052,876 		0
4,847,418
(2) GARY E BAKER (i)
(ii)		 0
287,189 		0
84,140 		0
20,320 		0
125,928 		0
8,868 		0
526,445 		0
0
(3) DAVID A BARBER (i)
(ii)		 0
234,607 		0
56,014 		0
19,640 		0
68,885 		0
9,930 		0
389,076 		0
0
(4) JAMES F BURKE (i)
(ii)		 0
293,896 		0
109,215 		0
22,112 		0
188,755 		0
8,549 		0
622,527 		0
0
(5) JAMES R CRAMER (i)
(ii)		 0
233,311 		0
55,052 		0
23,508 		0
123,682 		0
5,408 		0
440,961 		0
0
(6) MICHAEL R FOLEY (i)
(ii)		 0
339,424 		0
79,059 		0
21,325 		0
105,937 		0
8,320 		0
554,065 		0
0
(7) ALAN B KELLY (i)
(ii)		 0
273,980 		0
79,054 		0
580,922 		0
95,326 		0
6,103 		0
1,035,385 		0
575,199
(8) TODD A LAPORTE (i)
(ii)		 0
342,665 		0
102,246 		0
20,330 		0
154,519 		0
11,155 		0
630,915 		0
0
(9) WENDY H LYONS (i)
(ii)		 0
199,509 		0
48,461 		0
1,734,601 		0
138,618 		0
6,868 		0
2,128,057 		0
1,714,106
(10) CAROL H MCCUNE (i)
(ii)		 0
242,873 		0
57,021 		0
1,975,455 		0
109,650 		0
10,437 		0
2,395,436 		0
1,970,831
(11) VIKKI L NOYES (i)
(ii)		 0
205,256 		0
44,791 		0
2,796 		0
60,908 		0
5,152 		0
318,903 		0
0
(12) KIMBERLY A POST (i)
(ii)		 0
202,282 		0
49,552 		0
28,825 		0
86,847 		0
8,265 		0
375,771 		0
0
(13) PEGGY J REILEY (i)
(ii)		 0
312,521 		0
93,917 		0
446,940 		0
43,565 		0
5,876 		0
902,819 		0
420,315
(14) RICHARD C SILVER (i)
(ii)		 0
265,767 		0
38,548 		0
22,526 		0
9,800 		0
7,492 		0
344,133 		0
0
(15) MARK A SLATER (i)
(ii)		 0
208,095 		0
51,489 		0
19,610 		0
72,871 		0
13,665 		0
365,730 		0
0
(16) BRIAN D STEINES (i)
(ii)		 0
203,254 		0
47,909 		0
15,912 		0
53,137 		0
5,018 		0
325,230 		0
0
(17) DEAN C THOMAS (i)
(ii)		 0
210,501 		0
50,626 		0
18,886 		0
71,903 		0
6,092 		0
358,008 		0
0
(18) LOIS E UNIAT (i)
(ii)		 0
208,339 		0
30,848 		0
27,107 		0
8,465 		0
3,276 		0
278,035 		0
0
(19) KATHI L ZARUBI (i)
(ii)		 0
186,217 		0
26,692 		0
45,677 		0
7,703 		0
6,368 		0
272,657 		0
0
(20) JACK J APPLEFELD (i)
(ii)		 0
199,885 		0
0 		0
16,912 		0
8,795 		0
4,603 		0
230,195 		0
0
(21) ROBIN BLACKSTONE (i)
(ii)		 0
412,252 		0
132,968 		0
23,421 		0
9,800 		0
6,382 		0
584,823 		0
0
(22) MARTIN E CATERO (i)
(ii)		 0
141,525 		0
28,205 		0
23,581 		0
6,184 		0
4,075 		0
203,570 		0
0
(23) ROBERT J CREAGER (i)
(ii)		 0
253,718 		0
40,202 		0
23,134 		0
9,800 		0
4,758 		0
331,612 		0
0
(24) BARRY M FREEMAN (i)
(ii)		 0
269,745 		0
36,528 		0
9,478 		0
9,800 		0
7,851 		0
333,402 		0
0
(25) MICHAEL J GLEASON (i)
(ii)		 0
183,910 		0
16,964 		0
1,683 		0
0 		0
2,372 		0
204,929 		0
0
(26) JAMES J KENNEDY (i)
(ii)		 0
158,496 		0
0 		0
17,700 		0
0 		0
0 		0
176,196 		0
0
(27) KEVIN J KLASSEN (i)
(ii)		 0
361,903 		0
70,779 		0
22,027 		0
9,800 		0
6,926 		0
471,435 		0
0
(28) MARY L KOPP (i)
(ii)		 0
179,744 		0
25,926 		0
16,593 		0
7,390 		0
5,004 		0
234,657 		0
0
(29) GAVIN N LEVINTHAL (i)
(ii)		 0
383,293 		0
85,378 		0
22,223 		0
9,800 		0
9,755 		0
510,449 		0
0
(30) ALJINDER MANGAT (i)
(ii)		 0
260,450 		0
13,601 		0
22,071 		0
9,800 		0
2,689 		0
308,611 		0
0
(31) FRANK L MITCHELL (i)
(ii)		 0
482,390 		0
119,285 		0
37,616 		0
9,800 		0
5,111 		0
654,202 		0
0
(32) JOHN A POPE (i)
(ii)		 0
193,103 		0
29,949 		0
25,656 		0
8,570 		0
4,644 		0
261,922 		0
0
(33) RAMESH K RAMANATHAN (i)
(ii)		 0
387,368 		0
82,926 		0
21,812 		0
9,800 		0
5,643 		0
507,549 		0
0
(34) DAVID G RIZIK (i)
(ii)		 0
812,154 		0
119,815 		0
23,881 		0
9,800 		0
6,226 		0
971,876 		0
0
(35) IRVING M ROLLINGHER (i)
(ii)		 0
261,608 		0
25,530 		0
22,378 		0
9,800 		0
4,993 		0
324,309 		0
0
(36) PATRICIA C TREHARNE (i)
(ii)		 0
180,744 		0
10,500 		0
21,175 		0
7,891 		0
750 		0
221,060 		0
0
(37) DANIEL D VON HOFF (i)
(ii)		 0
311,004 		0
33,903 		0
5,850 		0
0 		0
0 		0
350,757 		0
0
(38) JANE ASHTON WAGNER (i)
(ii)		 0
164,394 		0
16,034 		0
11,247 		0
6,800 		0
5,616 		0
204,091 		0
0
(39) MICHAEL J DEMEURE (i)
(ii)		 0
362,250 		0
78,874 		0
30,429 		0
9,800 		0
7,398 		0
488,751 		0
0
(40) CHARLES K HU (i)
(ii)		 0
356,896 		0
24,900 		0
21,326 		0
9,800 		0
4,603 		0
417,525 		0
0
(41) JAY R MELLEN (i)
(ii)		 0
356,977 		0
135,644 		0
26,495 		0
9,800 		0
3,834 		0
532,750 		0
0
(42) LEON A RIGBERG (i)
(ii)		 0
371,097 		0
97,585 		0
13,430 		0
9,800 		0
6,214 		0
498,126 		0
0
(43) JEFFREY VAN LIER RIBBINK (i)
(ii)		 0
435,213 		0
179,895 		0
23,593 		0
9,800 		0
10,478 		0
658,979 		0
0
(44) ROBERT L LEVITIN (i)
(ii)		 0
207,033 		0
11,254 		0
26,090 		0
9,003 		0
2,288 		0
255,668 		0
0
(45) JEAN KNOEDLER (i)
(ii)		 0
106,202 		0
51,218 		0
396,741 		0
9,222 		0
3,444 		0
566,827 		0
268,642
(46) SUSAN LIVENGOOD (i)
(ii)		 0
153,330 		0
32,090 		0
29,323 		0
7,022 		0
5,730 		0
227,495 		0
0
Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
SUPPLEMENTAL COMPENSATION SCHEDULE J, PART I, LINES 1-3 THE FILING ORGANIZATION, SCOTTSDALE HEALTHCARE HOSPITALS, DOES NOT COMPENSATE OR PROVIDE BENEFITS. ALL COMPENSATION AND BENEFITS ARE DETERMINED AND PAID BY THE PARENT, SCOTTSDALE HEALTHCARE CORPORATION.
SEVERANCE PAYMENTS SCHEDULE J, PART I, LINE 4A THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS: JEAN KNOEDLER $126,862.
SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN SCHEDULE J, PART I, LINE 4B SCOTTSDALE HEALTHCARE OFFERS CERTAIN EXECUTIVES A NON-QUALIFIED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). IT IS INTENDED THAT THIS PLAN BE AN INELIGIBLE DEFERRED COMPENSATION PLAN UNDER THE PROVISIONS OF CODE SECTION 457(F) AND BE OPERATED IN COMPLIANCE WITH CODE SECTION 409A. THE DESIGN OF THE SERP IS SUCH THAT IT PROVIDES A MECHANISM FOR RESTORATION OF DEFERRED RETIREMENT THAT OTHERWISE WOULD BE LOST TO THE EXECUTIVES DUE TO MANDATORY CAP ON DEFERRALS WITHIN THE QUALIFIED RETIREMENT PLAN OFFERED TO OTHER EMPLOYEES OF SCOTTSDALE HEALTHCARE. THE SERP IS ALSO DESIGNED TO DISCOURAGE EXECUTIVE TURNOVER, WHICH COULD HAMPER ORGANIZATIONAL STABILITY AND SUSTAINABILITY, THROUGH THE AGE AND SERVICE REQUIREMENTS THAT AN EXECUTIVE MUST MEET IN ORDER TO RECEIVE BENEFITS FROM THIS PLAN. THE ANNUAL VALUE OF EACH EXECUTIVE'S PARTICIPATION IN THE PLAN IS TAKEN INTO CONSIDERATION AS PART OF THE CALCULATION OF TOTAL COMPENSATION WHEN TESTED AGAINST THE MARKET FOR REASONABLENESS. DEFERRED COMPENSATION INCLUDES THE INCREASE IN THE SERP ACCOUNT BALANCE FOR THE FOLLOWING INDIVIDUALS WHO PARTICIPATE IN THE SERP PROGRAM: GARY E BAKER - $116,128 DAVID A BARBER - $59,085 JAMES F BURKE - $178,955 JAMES R CRAMER - $113,882 MICHAEL R FOLEY - $96,137 ALAN B KELLY - $85,526 JEAN KNOEDLER - $4,872 TODD A LAPORTE - $144,719 WENDY H LYONS - $129,703 CAROL H MCCUNE - $100,602 VIKKI L NOYES - $52,492 KIMBERLY A POST - $77,729 PEGGY J REILEY - $33,765 THOMAS J SADVARY - $248,170 MARK A SLATER - $63,341 BRIAN D STEINES - $44,310 DEAN C THOMAS - $62,651 IN ADDITION, THE FOLLOWING INDIVIDUALS EXPERIENCED A TAXABLE VESTING EVENT DURING THE YEAR AS FOLLOWS. THESE AMOUNTS WERE INCLUDED IN COLUMN (B)(III) AS TAXABLE WAGES AND COLUMN (F) AS AMOUNTS PREVIOUSLY REPORTED ON THE FORM 990 AS DEFERRED. NOTE THAT THESE AMOUNTS WERE ACCUMULATED OVER MANY YEARS OF SERVICE TO THE ORGANIZATION. THOMAS J SADVARY - $4,847,418 ALAN B KELLY - $575,199 WENDY H LYONS - $1,714,106 CAROL H MCCUNE - $1,970,831 PEGGY J REILEY - $420,315 JEAN KNOEDLER - $268,642
SUPPLEMENTAL COMPENSATION INFORMATION EXECUTIVE INCENTIVE AND BONUS PLAN THE INCENTIVE PLAN INCLUDED SEVERAL MEASUREMENTS. THE FOUR MEASUREMENTS ARE AS FOLLOWS: 1) PATIENT SATISFACTOIN - PRESS GAINEY AND HCAHPS SCORES; 2) OPERATING MARGIN - TRIGGER; 3) PATIENT SAFETY - % OF CMS MEASURES IN TOP DECILE PERFORMANCE AND FALL RATE; 4) EMPLOYEE SURVEY RESULTS OPERATING MARGIN IS THE PROGRAM TRIGGER (THRESHOLD MUST BE MET TO TRIGGER ANY PAYOUT). EACH MEASUREMENT HAD A THRESHOLD; TARGET AND OPTIMUM PERFORMANCE LEVEL. EACH PERFORMANCE LEVEL EQUALED A PREDETERMINED NUMBER OF POINTS. THE TOTAL POINTS EARNED EQUATE TO A BONUS % OF SALARY.
Schedule J (Form 990) 2011

Additional Data


Software ID:  
Software Version:  
Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V lines 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBulletSee separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
SCOTTSDALE HEALTHCARE HOSPITALS
 
Employer identification number

86-0181654
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) 2011
Schedule L (Form 990 or 990-EZ) 2011
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) VHA GROTTING/BOARD MEMBER 282,073 PURCHASE GOODS/SERVICES   No
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2011

Additional Data


Software ID:  
Software Version:  




SCHEDULE O
(Form 990 or 990-EZ)

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

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
SCOTTSDALE HEALTHCARE HOSPITALS
 
Employer identification number

86-0181654
Identifier Return Reference Explanation
FORM 990, PART I, LINE 6 SERVICES PROVIDED BY VOLUNTEERS SCOTTSDALE HEALTHCARE VOLUNTEERS PARTNER WITH OUR HOSPITAL STAFF TO PROVIDE PATIENT AND FAMILY SERVICES AT OUR THREE CAMPUSES. THEIR PERSONALIZED SERVICE TO EACH PATIENT AND FAMILY MEMBERS CONTRIBUTES TO THEIR WORLD CLASS HEALTHCARE EXPERIENCE. FORM 990, PART III, LINE 2 DESCRIPTION OF NEW PROGRAM SERVICES DURING JULY 2012, SCOTTSDALE HEALTHCARE HOSPITALS ENTERED A JOINT VENTURE (NAMED SCOTTSDALE HEALTH PARTNERS, LLC OR SHP) WITH SCOTTSDALE PHYSICIANS ORGANIZATION (SPO). SPO IS COMPRISED OF OVER 400 PHYSICIANS ON THE COMPANY'S MEDICAL STAFF. BOTH SCOTTSDALE HEALTHCARE HOSPITALS AND SPO HAVE A 50% INTEREST FOR SHARED GOVERNANCE IN SHP, WHICH WAS FORMED TO PROVIDE CLINICAL INTEGRATION AND CARE COORDINATION SERVICES TO THIRD-PARTY PAYERS AND THEIR MEMBERSHIPS.
FORM 990, PART III, LINE 4A PROGRAM SERVICE ACCOMPLISHMENTS SCOTTSDALE HEALTHCARE HOSPITALS (SHH) OPERATES THREE ACUTE-CARE COMMUNITY HOSPITALS WHICH INCLUDE THREE EMERGENCY DEPARTMENTS AND ONE LEVEL I TRAUMA CENTER AS FOLLOWS: OSBORN CAMPUS - THE SCOTTSDALE HEALTHCARE OSBORN CAMPUS IS A 340-BED HOSPITAL OFFERING THE ONLY LEVEL 1 TRAUMA CENTER FOR THE EASTERN PORTION OF THE GREATER PHOENIX METROPOLITAN AREA. THE TRAUMA CENTER SERVES A POPULATION OF APPROXIMATELY TWO AND A HALF MILLION PEOPLE. THE TRAUMA CENTER IS ONE OF ONLY SEVEN SUCH FACILITIES IN THE ENTIRE STATE OF ARIZONA. THE TRAUMA CENTER SERVES PATIENTS FROM AS FAR EAST AS NEW MEXICO, AS FAR NORTH AS NEVADA, AND AS FAR SOUTH AS TUCSON. OSBORN'S EMERGENCY DEPARTMENT ANNUALLY PROVIDES CARE FOR OVER 54,000 PATIENT VISITS WITH OVER 3,300 TRAUMA CASES. SHEA CAMPUS - SCOTTSDALE HEALTHCARE SHEA IS SHH'S SECOND HOSPITAL FACILITY WITH 433 BEDS. THE SHEA CAMPUS' EMERGENCY DEPARTMENT PROVIDES CARE FOR OVER 46,000 EMERGENCY DEPARTMENT PATIENT VISITS PER YEAR. THOMPSON PEAK CAMPUS - SHH'S THIRD HOSPITAL, SCOTTSDALE HEALTHCARE THOMPSON PEAK, OPENED IN NOVEMBER 2007 AND HAS 64 BEDS. THE THOMPSON PEAK CAMPUS EMERGENCY DEPARTMENT PROVIDED CARE FOR OVER 19,000 PATIENT VISITS LAST YEAR. GREENBAUM SURGICAL SPECIALTY HOSPITAL OFFERS AN OUTPATIENT ENVIRONMENT FOR INPATIENT CASES. THE TWO-STORY, 60,000 SQ. FT. SURGICAL FACILITY IS DESIGNED FOR MINIMALLY INVASIVE PROCEDURES THAT ALLOW SURGICAL PATIENTS TO RECOVER AND RETURN TO NORMAL ACTIVITY IN A SHORTER PERIOD OF TIME. CONVENIENTLY LOCATED IN DOWNTOWN SCOTTSDALE, THE GREENBAUM SURGICAL SPECIALTY HOSPITAL AT SCOTTSDALE HEALTHCARE OSBORN MEDICAL CENTER COMBINES TRADITIONAL OUTPATIENT SURGICAL CAPABILITIES WITH THE ABILITY TO ACCOMMODATE MORE COMPLICATED PROCEDURES SUCH AS TOTAL JOINT REPLACEMENT AND SPINAL SURGERY. THE CENTER INCLUDES 26 PRIVATE, HOME-LIKE ROOMS FOR PATIENTS REQUIRING A BRIEF RECOVERY FOLLOWING SURGERY. OUR SURGERY CENTER FEATURES: - SPECIFICALLY DESIGNED FOR MINIMALLY INVASIVE SURGERY - ABILITY TO PERFORM TOTAL JOINT REPLACEMENT AND SPINAL SURGERY - 10 HIGH-TECH EFFICIENT OPERATING ROOMS - 26 PRIVATE SHORT-STAY HOSPITAL ROOMS - CHRONIC PAIN MANAGEMENT - TWO VIP ROOMS - VIDEO CONFERENCE CAPABILITIES - EDUCATIONAL TRAINING LABS - PEACEFUL HOME-LIKE RECOVERY ENVIRONMENT. PIPER OUTPATIENT SURGERY PROVIDES PERSONALIZED HIGH QUALITY CARE FOR PATIENTS UNDERGOING A SURGICAL PROCEDURE. PATIENTS RECEIVE COMPREHENSIVE NURSING CARE FROM THE TIME OF THEIR ADMISSION UNTIL THEY ARE SAFELY DISCHARGED FROM THE FACILITY. IN ADDITION, PIPER OFFERS A UNIQUELY QUIET NURSING CARE UNIT THAT OFFERS A RESTFUL, HEALING ENVIRONMENT FOR PATIENTS NEEDING TO STAY AN EXTRA 1 TO 2 DAYS, AND ALLOWS FOR ONE ADULT FAMILY MEMBER TO STAY OVERNIGHT WITH THE PATIENT. THE SURGERY CENTER IS LOCATED ON THE SHEA CAMPUS OF SCOTTSDALE HEALTHCARE; A SECOND FLOOR BRIDGE PROVIDES IMMEDIATE ACCESS TO ALL HOSPITAL DEPARTMENTS AND SERVICES OFFERED. THE PIPER CENTER FEATURES STATE OF THE ART TECHNOLOGY FOR MINIMALLY INVASIVE SURGERY, 10 MULTISPECIALTY OPERATING ROOMS, 9 SPACIOUS AND PRIVATE SHORT TERM STAY HOSPITAL ROOMS, INDIVIDUALIZED PATIENT CARE PROVIDED BY SKILLED MEDICAL TEAMS, FAMILY WAITING AREAS DESIGNED ON TWO SEPARATE FLOORS. SCOTTSDALE HEALTHCARE FACILITIES OFFER A WIDE RANGE OF HOSPITAL BASED AND OUTPATIENT MEDICAL SERVICES AND PROGRAMS: - BALANCE & VESTIBULAR CENTER - BARIATRIC WEIGHT LOSS SURGERY - CANCER CARE - COMMUNITY HEALTH - CORPORATE HEALTH - DIABETES MANAGEMENT - DIAGNOSTIC IMAGING SERVICES - DIGESTIVE DISORDERS - EMERGENCY SERVICES - ESSENTIAL TOUCH WELLNESS CENTER AND BOUTIQUE - HEART & VASCULAR - HOME HEALTH SERVICES - INFUSION & TREATMENT SERVICES - MATERNITY SERVICES - MEN'S HEALTH - MINIMALLY INVASIVE SURGERY - NEUROSCIENCES, NUTRITION SERVICES - ORTHOPEDIC SERVICES - OUTPATIENT THERAPY SERVICES - PAIN MANAGEMENT - PEDIATRICS - SLEEP DISORDERS CENTER - TRAUMA CENTER - WEIGHT MANAGEMENT - WOMEN'S HEALTH - WOUND MANAGEMENT SHH'S BOARD OF DIRECTORS IS MADE UP OF COMMUNITY LEADERS, A MAJORITY OF WHOM ARE INDEPENDENT FROM THE HOSPITAL AND FROM ONE ANOTHER. SHH ALSO MAINTAINS AN OPEN MEDICAL STAFF POLICY. SHH PARTICIPATES IN MEDICARE AND MEDICAID PROGRAMS AS WELL AS OTHER GOVERNMENT HEALTH PROGRAMS. SHH'S EMERGENCY ROOMS AND TRAUMA CARE CENTER ARE OPEN TO PATIENTS REGARDLESS OF ABILITY TO PAY, PURSUANT TO ITS FINANCIAL ASSISTANCE POLICY.
FORM 990, PART VI, LINES 6 CLASSES OF MEMBERS AND THE NATURE OF THEIR RIGHTS SCOTTSDALE HEALTHCARE HOSPITALS (SHH) DOES NOT HAVE ANY MEMBERS UNDER STATE LAW. HOWEVER, USING THE IRS DEFINITION OF MEMBER, SCOTTSDALE HEALTHCARE CORPORATION IS CONSIDERED A MEMBER OF SHH DUE TO ITS ABILITY TO APPOINT AT LEAST A MAJORITY OF THE DIRECTORS OF SHH AND ITS ABILITY TO APPROVE CERTAIN SIGNIFICANT DECISIONS OF THE GOVERNING BODY OF SHH. FORM 990, PART VI, LINE 7A RIGHTS OF MEMBERS THE BOARD OF DIRECTORS OF SCOTTSDALE HEALTHCARE CORPORATION HAS THE POWER TO APPOINT AT LEAST A MAJORITY OF THE SCOTTSDALE HEALTHCARE HOSPITALS BOARD MEMBERS. THE PRESIDENT/CEO OF SHC AND THE PRESIDENTS OF THE MEDICAL STAFFS OF THE MAIN CAMPUSES SHALL BE EX-OFFICIO DIRECTORS WITH VOTING RIGHTS.
FORM 990, PART VI, LINE 7B DECISIONS REQUIRING APPROVAL THE FOLLOWING SUBSTANTIAL ACTIONS CANNOT BE TAKEN WITHOUT THE APPROVAL OF SCOTTSDALE HEALTHCARE CORPORATION: A) REPEALING, ALTERING, AMENDING OR RESTATING THE BYLAWS OR THE CORPORATION'S ARTICLES OF INCORPORATION; B) MERGING WITH ANOTHER CORPORATION OR ENTITY; C) DISSOLVING THE CORPORATION; D) GUARANTEEING THE OBLIGATIONS OF ANOTHER ENTITY OR INDIVIDUAL; E) SELLING OR TRANSFERRING ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION.
FORM 990, PART VI, LINE 11B PROCESS USED BY MANAGEMENT AND/OR GOVERNING BODY TO REVIEW 990 THE TAX RETURN INFORMATION IS GATHERED BY THE FINANCE TEAM FROM VARIOUS SOURCES WITHIN THE ORGANIZATION INCLUDING HUMAN RESOURCES, PAYROLL, DEVELOPMENT AND THE LEGAL DEPARTMENT. THE INFORMATION IS REVIEWED BY THE CONTROLLER AND PROVIDED TO AN ACCOUNTING FIRM THAT PREPARES THE TAX RETURNS. AN INITIAL DRAFT OF THE FORM 990 IS SUBMITTED TO THE CONTROLLER, CHIEF FINANCIAL OFFICER, AND LEGAL COUNSEL FOR REVIEW. COMMENTS FROM THOSE INDIVIDUALS ARE CONSIDERED AND INCORPORATED INTO A REVISED DRAFT THAT IS PRESENTED TO THE BOARD OF DIRECTORS PRIOR TO FILING. THE BOARD OF DIRECTORS REVIEWS THE REVISED DRAFT AND SUBMITS COMMENTS TO THE CONTROLLER. COMMENTS FROM THOSE INDIVIDUALS ARE CONSIDERED AND INCORPORATED INTO A FINAL DRAFT PREPARED FOR FILING. THE FINAL DRAFT IS THEN MADE AVAILABLE FOR BOARD MEMBERS PRIOR TO FILING.
FORM 990, PART VI, LINE 12C PROCESS USED TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST EACH BOARD MEMBER, OFFICER OF THE CORPORATION AND BOARD COMMITTEE MEMBER COMPLETES A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY. THE COMPLIANCE OFFICE ALONG WITH GENERAL COUNSEL EXAMINES EACH DISCLOSURE STATEMENT WHERE POTENTIAL CONFLICTS HAVE BEEN DISCLOSED. RECOMMENDATIONS ARE MADE TO THE CHAIR OF THE BOARD ON HOW TO APPROPRIATELY REMEDIATE, MONITOR, OR ELIMINATE ANY CONFLICTS. THE COMPLIANCE OFFICE/GENERAL COUNSEL THEN PROVIDES TO THE INTERESTED PERSON, WITH COPIES TO THE CHAIR OF THE BOARD, THE CEO, AND IF NEEDED, THE APPROPRIATE COMMITTEE CHAIR, A CORRESPONDENCE THAT SPECIFIES WHAT ACTIONS, CONDITION, OR MONITORING OF THE CONFLICT ARE REQUIRED, AND WHETHER THE INTERESTED PERSON IS PERMITTED TO GIVE A PRESENTATION TO THE BOARD OR APPROPRIATE COMMITTEE AFTER FULL DISCLOSURE OF THE CONFLICT. IN SUCH AN EVENT, THE INTERESTED PERSON LEAVES THE MEETING WHILE THE PROPOSED TRANSACTION IS DISCUSSED. THE INTERESTED PERSON IS REQUIRED TO CO-SIGN CORRESPONDENCE SENT BY THE GENERAL COUNSEL AND ADHERE TO IT THROUGHOUT THE YEAR. IF A CONFLICT OR FINANCIAL INTEREST ARISES AFTER THE ANNUAL DISCLOSURE PROCESS THE INTERESTED PERSON WILL CONSULT WITH THE COMPLIANCE OFFICE OR GENERAL COUNSEL AND UPDATE THE DISCLOSURE STATEMENT CONSISTENT WITH THE ADVICE OF THE GENERAL COUNSEL. A RECORD OF THE BOARD OR COMMITTEE MEETING WHERE PROPOSED TRANSACTIONS OR ARRANGEMENTS THAT ARE AFFECTED BY CONFLICT OF INTEREST AND THE MANAGEMENT OF SUCH ARE CONTAINED IN THE BOARD/COMMITTEE MINUTES. IF VIOLATIONS OF THE CONFLICT OF INTEREST POLICY/MANAGEMENT ARE REPORTED, THE GENERAL COUNSEL WILL LOOK INTO THE MATTER. CONFIRMED VIOLATIONS MAY INCLUDE REMOVAL FROM THE BOARD OR COMMITTEE OR OFFICER POSITION PURSUANT TO THE REMOVAL PROCEDURES STATED IN THE BYLAWS. BYLAWS INCLUDE THE PROVISIONS THAT INTERESTED PERSONS WHO RECEIVE COMPENSATION DIRECTLY OR INDIRECTLY FROM THE HOSPITAL SYSTEM MAY NOT VOTE IN SUCH MATTERS. A VOTING MEMBER OF ANY COMMITTEE WHOSE JURISDICTION INCLUDES MAKING CHOICES ON GOODS OR SERVICES FOR THE HOSPITAL SYSTEM OR WHAT AMOUNTS SHOULD BE PAID FOR GOODS OR SERVICES SHALL BE PROHIBITED FROM VOTING ON ANY SUCH MATTER, AND MAY BE PROHIBITED FROM DISCUSSING THE MATTER. PERIODIC REVIEWS OF THE PROCESS ARE CONDUCTED. OUTSIDE EXPERTS MAY, BUT NEED NOT BE USED TO EVALUATE POLICIES AND PROCESSES.
FORM 990, PART VI, LINE 15A & 15B PROCESS USED TO DETERMINE COMPENSATION AN EXECUTIVE COMPENSATION CONSULTANT CONDUCTS DETAILED MARKET ANALYSIS FOR EXECUTIVE CASH COMPENSATION. THEY UTILIZE AVAILABLE PUBLISHED HEALTHCARE SURVEY SOURCES. EXECUTIVE POSITIONS ARE MATCHED TO APPROPRIATE SURVEY POSITIONS BASED ON JOB CONTENT, DUTIES AND SCOPE OF RESPONSIBILITY. SURVEY DATA IS MATCHED FROM ORGANIZATIONS OF SIMILAR SIZE AND SCOPE. RESULTS OF THE STUDY ARE SHARED WITH THE BOARD FOR APPROVAL. THE STUDY WAS LAST COMPLETED IN OCTOBER 2012.
FORM 990, PART VI, LINE 19 AVAILABILITY OF CERTAIN DOCUMENTS TO THE GENERAL PUBLIC DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST TO THE CORPORATE CONTROLLER AT: 8125 N HAYDEN ROAD, SCOTTSDALE, AZ 85258
FORM 990, PART VII HOURS DEVOTED TO RELATED ORGANIZATIONS IN ADDITION TO THE HOURS DEVOTED TO SCOTTSDALE HEALTHCARE HOSPITALS AS REPORTED IN PART VII, THE FOLLOWING OFFICERS DEVOTED HOURS TO RELATED ORGANIZATIONS SCOTTSDALE HEALTHCARE CORPORATION (SHC), SCOTTSDALE HEALTHCARE REALTY CORPORATION (SHRC), SCOTTSDALE HEALTHCARE FOUNDATION (SHF) AND SCOTTSDALE CAPTIVE INSURANCE COMPANY (SCIC). EACH BOARD MEMBER ALSO SERVED AS DIRECTOR AND DEVOTED TIME TO EACH OF THESE ENTITIES. GARY E. BAKER DEVOTED 13 HOURS PER WEEK TO SHC, 2 HOURS PER WEEK TO SHRC AND 1 HOUR PER WEEK TO SCIC. DAVID A. BARBER DEVOTED 40 HOURS PER WEEK TO SHC. JAMES F. BURKE DEVOTED 39 HOURS PER WEEK TO SHC AND 1 HOUR PER WEEK TO SCIC. JAMES R. CRAMER DEVOTED 40 HOURS PER WEEK TO SHC. MICHAEL R. FOLEY DEVOTED 40 HOURS PER WEEK TO SHC. ALAN B. KELLY DEVOTED 35 HOURS PER WEEK TO SHC AND 5 HOURS PER WEEK TO SCIC. TODD A. LAPORTE DEVOTED 35 HOURS PER WEEK TO SHC AND 5 HOURS PER WEEK TO SCIC. WENDY H. LYONS DEVOTED 40 HOURS PER WEEK TO SHC. CAROL HENDERSON MCCUNE DEVOTED 39 HOURS PER WEEK TO SHC AND 1 HOUR PER WEEK TO SCIC. VIKKI L. NOYES DEVOTED 8 HOURS PER WEEK TO SHC. KIMBERLY A. POST DEVOTED 7 HOURS PER WEEK TO SHC AND 1 HOUR PER WEEK TO SCIC. PEGGY J. REILEY DEVOTED 15 HOURS PER WEEK TO SHC AND 1 HOUR PER WEEK TO SCIC. THOMAS J. SADVARY DEVOTED 39 HOURS PER WEEK TO SHC AND 1 HOUR PER WEEK TO SHF. BRIAN D. STEINES DEVOTED 40 HOURS PER WEEK TO SHC. KATHI L. ZARUBI DEVOTED 40 HOURS PER WEEK TO SHH. RICHARD C. SILVER DEVOTED 20 HOURS PER WEEK TO SHH AND 20 HOURS PER WEEK TO SCH. LOIS E. UNIAT DEVOTED DEVOTED 20 HOURS PER WEEK TO SHH AND 20 HOURS PER WEEK TO SCH.
OTHER CHANGES IN NET ASSETS FORM 990, PART XI, LINE 5 NET ASSETS RELEASED FROM RESTRICTION $ 2,390,372
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2011

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
SCOTTSDALE HEALTHCARE HOSPITALS
 
Employer identification number

86-0181654
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income
(e)
End-of-year assets


 		(f)
Direct controlling
entity

















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


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

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

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled organization
Yes No
(1) SCOTTSDALE HEALTHCARE CORPORATION

7400 E OSBORN RD

SCOTTSDALE,AZ85251
94-2735850 		HEALTHCARE AZ 501(C)(3) 11 TYPE I NA
 
 
No
(2) SCOTTSDALE HEALTHCARE REALTY CORPORATION

7400 E OSBORN RD

SCOTTSDALE,AZ85251
94-2735851 		RENTAL AZ 501(C)(2) N/A SHC
 
Yes
 
(3) SCOTTSDALE HEALTHCARE FOUNDATION

7400 E OSBORN RD

SCOTTSDALE,AZ85251
74-2355411 		FOUNDATION AZ 501(C)(3) 7 SHC
 
Yes
 
(4) SCOTTSDALE MEMORIAL HEALTH SERVICES CO

7400 E OSBORN RD

SCOTTSDALE,AZ85251
94-2735859 		HEALTHCARE AZ 501(C)(3) 3 SHC
 
Yes
 
(5) SCOTTSDALE CAPTIVE INSURANCE COMPANY

7400 E OSBORN RD

SCOTTSDALE,AZ85251
20-3455823 		CAPTIVE INS. AZ 501(C)(3) 11 TYPE I SHC
 
Yes
 
(6) SCOTTSDALE HEALTHCARE AUXILIARY

7351 E OSBORN RD 200

SCOTTSDALE,AZ852516451
23-7264497 		FUNDRAISING AZ 501(C)(3) 9 SHC
 
Yes
 


For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
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) SCOTTSDALE HEALTHCARE ASC LLC

 
 
HEALTHCARE DE SHC
  		N/A                
(2) GLOBALREHAB-SCOTTSDALE LLC

 
 
HEALTHCARE AZ SHH
  		RELATED 0 510,000   No 0     51.000 %
(3) SCOTTSDALE HEALTH PARTNERS LLC

 
 
HEALTHCARE AZ SHH
  		RELATED 0 0   No 0     50.000 %








Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of related organization



 		(b)
Primary activity



 		(c)
Legal domicile
(state or
foreign
country)
 		(d)
Direct controlling
entity


 		(e)
Type of entity
(C corp, S corp,
or trust)

 		(f)
Share of total income



 		(g)
Share of
end-of-year
assets

 		(h)
Percentage
ownership
(1) SCOTTSDALE MSO INC (FKA SCOTTCARE INC)
7400 E OSBORN RD
SCOTTSDALE,AZ85251
86-0512895 		MSO/GROUP PURCH AZ SHC
  		C-CORP 0 0 0 %












Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
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 related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
Yes
 
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
Yes
 
k Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type(a-r) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) SCOTTSDALE HEALTHCARE REALTY CORPORATION

 J 3,849,482 COST
(2) SCOTTSDALE HEALTHCARE REALTY CORPORATION

 M 677,774 COST
(3) SCOTTSDALE HEALTHCARE FOUNDATION

 C 6,095,385 COST
(4) SCOTTSDALE CAPTIVE INSURANCE COMPANY

 D   COST
(5)
(6)
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
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)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(e)
Are all
partners
section
501(c)(3)
organizations? 		(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 Yes No






























Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
NAME, ADDRESS, AND EIN OF RELATED ORGANIZATION SCHEDULE R, PART III, COLUMN A SCOTTSDALE HEALTHCARE ASC, LLC EIN: 27-1450828 ADDRESS: 3621 N WELLS FARGO AVE, SCOTTSDALE, AZ 85251 GLOBALREHAB-SCOTTSDALE, LLC ADDRESS: 3634 NORTH DRINKWATER BOULEVARD, SCOTTSDALE, AZ 85251 SCOTTSDALE HEALTH PARTNERS, LLC EIN: 45-5616077 ADDRESS: 3634 N DRINKWATER BLVD SCOTTSDALE AZ 85251
Additional Data


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