TY 2011 Form 990

(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)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)
(1) DONALD R ELLIS III MD TRUSTEE	60.00	X			258,442	14,166
(2) EARL ELOWSKY CHIEF OF STA	60.00	X	X		210,556	14,265
(3) ANN BALFOUR PRESIDENT	60.00	X	X		184,109	38,784
(4) SCOTT CHAPLESKI TREASURER	2.00	X			0	0
(5) MICHAEL BUSCH TRUSTEE	2.00	X			0	0
(6) JERRY SCHMIDT SECRETARY	2.00	X			0	0
(7) GERALD GRACIK CHAIR	2.00	X			0	0
(8) RYAN PARKINSON VICE CHAIR	2.00	X			0	0
(9) MARIE HOGAN TRUSTEE	2.00	X			0	0
(10) RICK MICHAELS TRUSTEE	2.00	X			0	0
(11) ROBERT STALKER II TRUSTEE	2.00	X			0	0
(12) LINDA STANCILL CFO	60.00		X		186,331	40,896
(13) DIANA ENNES SURGEON	60.00			X	532,570	15,992
(14) JOHN BLOCKSOM DO PHYSICIAN	60.00			X	478,234	19,285
(15) HUGO DAVILA GARCIA PHYSICIAN	60.00			X	389,355	14,415
(16) MARK GALLAGHER DO SURGEON	60.00			X	361,126	17,493
(17) RICHARD SCHULZ DO SURGEON	60.00			X	320,515	14,739

(A) Name and business address	(B) Description of services	(C) Compensation
EPMG OF MICHIGAN PC 2000 GREEN ROAD SUITE 300 ANN ARBOR,MI48105	ER PHYSICIANS	1,063,044
DEGARA PLLC 240 CANTERBURY BLOOMFIELD HILLS,MI48304	ER PHYSICIANS	885,125
TRIMEDX LLC 5451 LAKEVIEW PARKWAY S DRIVE INDIANAPOLIS,IN46268	BIOMEDICAL SERV	493,470
DAVID URBANKSKI 1683 LITTLESTONE GROSS POINTE WOODS,MI48236	ONCOLOGY PHYS	207,100
COMMUNITY HOSPITAL SERVICES 1321 CUMBERLAND SAGINAW,MI48601	LINEN SERVICES	206,575
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 10

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
2	Grants and other assistance to individuals in the United States. See Part IV, line 22	2,149	2,149
3	Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16
4	Benefits paid to or for members
5	Compensation of current officers, directors, trustees, and key employees ....	947,549	497,429	450,120
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....
7	Other salaries and wages	24,517,798	19,688,511	4,747,158	82,129
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	263,802	131,706	130,472	1,624
9	Other employee benefits .......	4,610,053	3,704,662	894,259	11,132
10	Payroll taxes ...........	1,645,777	1,322,555	319,248	3,974
11	Fees for services (non-employees):
a	Management ......	100,000		100,000
b	Legal .........	70,345	6,267	64,078
c	Accounting ...........	64,917		64,917
d	Lobbying ...........	11,943		11,943
e	Professional fundraising. See Part IV, line 17..
f	Investment management fees ......
g	Other ..........	5,305,580	3,838,237	1,465,241	2,102
12	Advertising and promotion ....	90,181	5,638	84,543
13	Office expenses .......	1,443,176	760,438	673,461	9,277
14	Information technology ......	3,285,392	78,841	3,206,551
15	Royalties ..
16	Occupancy ...........	1,497,495	1,079,870	413,189	4,436
17	Travel ............	184,688	184,688
18	Payments of travel or entertainment expenses for any federal, state, or local public officials ......
19	Conferences, conventions, and meetings ....	101,066	45,473	53,512	2,081
20	Interest ...........	721,523	15,710	705,813
21	Payments to affiliates .......	567,181		567,181
22	Depreciation, depletion, and amortization .....	2,470,659	1,838,017	632,472	170
23	Insurance ..............	31,724		31,724
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	8,251,583	8,243,822	7,761
b	BAD DEBT	2,405,595	2,405,595
c	MAINTENANCE & REPAIRS	627,208	401,991	225,217
d	OTHER EXPENSE	339,253	160,803	176,797	1,653
e
f	All other expenses	29,961	20,557	9,404
25	Total functional expenses. Add lines 1 through 24f	59,586,598	44,432,959	15,035,061	118,578
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 if following SOP 98-2 (ASC 958-720).

Part X Balance Sheet
	1	Cashnon-interest-bearing ..........	1,516,331	1	1,747,677
2	Savings and temporary cash investments .......		2
3	Pledges and grants receivable, net .........	8,164	3	26,090
4	Accounts receivable, net .........	3,786,912	4	4,172,331
5	Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
	Schedule L ..........		5
6	Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
	Schedule L ..........		6
7	Notes and loans receivable, net .............	79,378	7	52,379
8	Inventories for sale or use ..............	1,393,904	8	1,223,868
9	Prepaid expenses and deferred charges ............	4,860,427	9	5,755,869
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	54,484,141
b	Less: accumulated depreciation. .....	10b	34,976,178	20,126,724	10c	19,507,963
11	Investments—publicly traded securities ..........	20,631,536	11	20,571,532
12	Investments—other securities. See Part IV, line 11 ......		12
13	Investments—program-related. See Part IV, line 11 ..		13
14	Intangible assets .........		14
15	Other assets. See Part IV, line 11 ...........	2,661,410	15	2,260,966
16	Total assets. Add lines 1 through 15 (must equal line 34)...	55,064,786	16	55,318,675
	17	Accounts payable and accrued expenses .	8,240,851	17	7,791,419
18	Grants payable ..........		18
19	Deferred revenue ..........		19
20	Tax-exempt bond liabilities ..........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D..		21
22	Payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..........		22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ....		24
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.....	19,729,776	25	19,417,117
26	Total liabilities. Add lines 17 through 25.....	27,970,627	26	27,208,536
		Organizations that follow SFAS 117, check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets .....	26,755,193	27	27,898,723
28	Temporarily restricted net assets .....	338,966	28	211,416
29	Permanently restricted net assets .....		29
	Organizations that do not follow SFAS 117, check here 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 .....	27,094,159	33	28,110,139
34	Total liabilities and net assets/fund balances .....	55,064,786	34	55,318,675

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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.

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

ST JOSEPH HEALTH SYSTEM

Employer identification number

38-1443395

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.)

A church, convention of churches, or association of churches. section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E.)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in

section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in

section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross

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.)

An organization organized and operated exclusively to test for public safety. Seesection 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box that describes the type of supporting organization and complete lines 11e through 11h.

Type I

Type II

Type III - Functionally integrated

Type III - Other

By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).

If the organization received a written determination from the IRS that it is a Type I, Type II or Type III supporting organization, check this box ..................................................

Since August 17, 2006, has the organization accepted any gift or contribution from any of the
following persons?

(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)

Yes

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)

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(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?
(i) Name of supported organization	(ii) EIN	Yes	No	Yes	No	Yes	No	(vii) Amount of support?


Total

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 11285F

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).

Gross receipts from related activities, etc. (See instructions.) ..................

First Five Years If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.......................................... right arrow

Section C. Computation of Public Support Percentage

Public Support Percentage for 2010 (line 6 column (f) divided by line 11 column (f)) .........

Public Support Percentage for 2009 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2011. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ...................... right arrow

33 1/3% support test—2010. If the organization did not check the box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2011. If the organization did not check a box on line 13, 16a, or 16b and line 14
is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported
organization .................................................. right arrow

10%-facts-and-circumstances test—2010. If the organization did not check a box on line 13, 16a, 16b, or 17a and line
15 is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly
supported organization .............................................. right arrow

Private Foundation If the organization did not check a box on line 13, 16a, 16b, 17a or 17b, check this box and see
instructions ................................................... right arrow

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.).

Section C. Computation of Public Support Percentage

Public Support Percentage for 2011 (line 8 column (f) divided by line 13 column (f)) .........

Public support percentage from 2010 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2011 (line 10c column (f) divided by line 13 column (f)) ......

Investment income percentage from 2010 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests—2011. If the organization did not check the box on line 14, and line 15 is more than 33 1/3% and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .......... right arrow

33 1/3% support tests—2010. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private Foundation If the organization did not check a box on line 14, 19a or 19b, check this box and see instructions ..... right arrow

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:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

OMB No. 1545-0047

2011

Name of organization

ST JOSEPH HEALTH SYSTEM

Employer identification number

38-1443395

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more (in money or
property) from any one contributor. Complete Parts I and II.

Special Rules

For a section 501(c)(3) organization filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), and received from any one contributor, during the year, a contribution of the
greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For a section 501(c)(7), (8), or (10) organization filing Form 990, or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 for use exclusively for religious, charitable,
scientific, literary, or educational purposes, or the prevention of cruelty to children or animals. Complete Parts I, II, and
III.

For a section 501(c)(7), (8), or (10) organization filing Form 990, or 990-EZ that received from any one contributor,
during the year, contributions for use exclusively for religious, charitable, etc., purposes, but these contributions did
not total to more than $1,000. If this box is checked, enter here the total contributions that were received during
the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule
applies to this organization because it received nonexclusively religious, charitable, etc., contributions of $5,000 or more
during the year. ......................... 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

Name of organization ST JOSEPH HEALTH SYSTEM
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
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	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 3

Name of organization ST JOSEPH HEALTH SYSTEM
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
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
ST JOSEPH HEALTH SYSTEM

Employer identification number

38-1443395

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

(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

(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

(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

(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:

- TIN:

SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet

Complete if the organization is described below.
SchCMd Bullet

Attach to Form 990 or Form 990-EZ. SchCMd Bullet

See separate instructions.

OMB No. 1545-0047

2011

Open to Public
Inspection

If the organization answered “Yes” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet

Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet

Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet

Section 527 organizations: Complete Part I-A only.
If the organization answered “Yes” to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet

Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part II-A. Do not complete Part II-B.
Round Bullet

Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered “Yes” to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, line 35c (Proxy Tax), then
Round Bullet

Section 501(c)(4), (5), or (6) organizations: Complete Part III.

Name of the organization

ST JOSEPH HEALTH SYSTEM

Employer identification number

38-1443395

Part I-A

Complete if the organization is exempt under section 501(c) or is a section 527 organization.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV.

Political expenditures .................................... SchCMd Bullet

Volunteer hours ........................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ......... SchCMd Bullet

Enter the amount of any excise tax incurred by organization managers under section 4955 ...... SchCMd Bullet

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............

Yes No

Was a correction made? .........................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c) except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ................................... SchCMd Bullet

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

Did the filing organization file Form 1120-POL for this year? ..........................

Yes No

Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.

(a) Name	(b) Address	(c) EIN	(d) Amount paid from filing organization's funds. If none, enter -0-.	(e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.

For Privacy Act and Paperwork Reduction Act Notice, see the instructions for Form 990.

Cat. No. 50084S

Schedule C (Form 990 or 990-EZ) 2011

Page 2

Part II-A

Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).

A Check if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(b) Affiliated group totals
1a	Total lobbying expenditures to influence public opinion (grass roots lobbying) ......
b	Total lobbying expenditures to influence a legislative body (direct lobbying) .......
c	Total lobbying expenditures (add lines 1a and 1b) ...................
d	Other exempt purpose expenditures ........................
e	Total exempt purpose expenditures (add lines 1c and 1d) ...............
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.
	If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
	Not over $500,00020% of the amount on line 1e.
	Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
	Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
	Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
	Over $17,000,000$1,000,000.

g	Grassroots nontaxable amount (enter 25% of line 1f) .................
h	Subtract line 1g from line 1a. If zero or less, enter -0-. ................
i	Subtract line 1f from line 1c. If zero or less, enter -0-. ................
j	If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? ......................................	Yes No

4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2008	(b) 2009	(c) 2010	(d) 2011	(e) Total

2a	Lobbying non-taxable amount

b	Lobbying ceiling amount (150% of line 2a, column(e))

c	Total lobbying expenditures

d	Grassroots nontaxable amount

e	Grassroots ceiling amount (150% of line 2d, column (e))

f	Grassroots lobbying expenditures

Schedule C (Form 990 or 990-EZ) 2011

Page 3

Part II-B

Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).

For each “Yes” response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.

(a)

Yes

(b)

Amount

During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:

Volunteers? .........................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....

Media advertisements? ....................................

Mailings to members, legislators, or the public? .........................

Publications, or published or broadcast statements? .......................

Grants to other organizations for lobbying purposes? .......................

Direct contact with legislators, their staffs, government officials, or a legislative body? ........

Yes

7,632

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......

Other activities? ..........................

Yes

4,311

Total. Add lines 1c through 1i ...............................

11,943

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 .................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....

If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......

Part III-A

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).

Yes

Were substantially all (90% or more) dues received nondeductible by members? ................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ................

Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........

Part III-B

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2 are answered “No” OR (b) Part III-A, line 3 is answered “Yes”.

Dues, assessments and similar amounts from members .....................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).

Current year .........................................

Carryover from last year ....................................

Total ...........................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................

Taxable amount of lobbying and political expenditures (see instructions) ..............

Part IV

Supplemental Information

Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, Part II-A; line 5; and Part ll-B, line 1.
Also, complete this part for any additional information.

Identifier	Return Reference	Explanation
	SCHEDULE C, PART II-B, LINE 1	LOBBYING EXPENSES REPRESENT THE PORTION OF DUES PAID TO NATIONAL AND STATE HOSPITAL ASSOCIATIONS THAT IS SPECIFICALLY ALLOCABLE TO LOBBYING. ST. JOSEPH HEALTH SYSTEM DOES NOT PARTICIPATE IN OR INTERVENE IN (INCLUDING THE PUBLISHING OR DISTRIBUTING OF STATEMENTS) ANY POLITICAL CAMPAIGN ON BEHALF OF (OR IN OPPOSITION TO) ANY CANDIDATE FOR PUBLIC OFFICE.

Schedule C (Form 990 or 990EZ) 2011

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

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

ST JOSEPH HEALTH SYSTEM

Employer identification number

38-1443395

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 .......

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? ............

Yes No

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? ...................................

Yes No

Part II

Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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.


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

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................

Yes No

Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet

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)? ....................................

Yes No

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.

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.

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

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:

Revenues included in Form 990, Part VIII, line 1 .......................... SchDMd Bullet

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

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

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):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.

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?........

Yes No

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.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No

If "Yes," explain the arrangement in Part XIV and complete the following table:


c	Beginning balance .................................	1c
d	Additions during the year ..............................	1d
e	Distributions during the year .............................	1e
f	Ending balance ...................................	1f

Did the organization include an amount on Form 990, Part X, line 21? .....................

Yes No

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
1a	Beginning of year balance ....	230,120	138,169
b	Contributions ........	338,824	65,979	139,537
c	Net investment earnings, gains, and losses ...	16,522	25,972	-1,368
d	Grants or scholarships .....
e	Other expenditures for facilities and programs ........
f	Administrative expenses ....
g	End of year balance ......	585,466	230,120	138,169

Provide the estimated percentage of the year end balance (line 1g) held as:

Board designated or quasi-endowment SchDMd Bullet

1.400 %

Permanent endowment SchDMd Bullet

98.600 %

Temporarily restricted endowment SchDMd Bullet

The percentages in lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) unrelated organizations ........................

3a(i)

(ii) related organizations ........................

3a(ii)

Yes

If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........

Yes

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		(b)Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value
1a	Land .................	1,492,993		1,492,993
b	Buildings ................	23,686,054	14,262,886	9,423,168
c	Leasehold improvements ............	181,158	179,862	1,296
d	Equipment ................	25,513,632	18,251,375	7,262,257
e	Other .................	3,610,304	2,282,055	1,328,249
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......				19,507,963

Schedule D (Form 990) 2011

Page 3

Part VII

InvestmentsOther 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.)

Part VIII

InvestmentsProgram 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.)

Part IX

Other Assets. See Form 990, Part X, line 15.

(a) Description				(b) Book value









Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities. See Form 990, Part X, line 25.

1.(a) Description of Liability		(b) Book value
Federal Income Taxes
INTERCOMPANY DEBT TO ASCENSION HEALT		18,817,830
GENERAL RESERVES		378,670
SELF INSURANCE LIABILITY		220,617






Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)		19,417,117
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

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
INTENDED USES FOR ENDOWMENT FUNDS	SCHEDULE D, PAGE 2, PART V, LINE 4	THE USE OF ALL ENDOWED FUNDS SUPPORTS CAPITAL EQUIPMENT PURCHASES AND NEW SERVICE LINE EXPANSION AT ST. JOSEPH HEALTH SYSTEM.

Schedule D (Form 990) 2011

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE H (Form 990)

Department of the Treasury
Internal Revenue Service

Hospitals

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

ST JOSEPH HEALTH SYSTEM

Employer identification number

38-1443395

Part I

Charity Care and Certain Other Community Benefits at Cost

Yes

Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a....

Yes

If "Yes," was it a written policy? .......................

Yes

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.

Applied uniformly to all hospital facilities Applied uniformly to most hospital facilities Generally tailored to individual hospital facilities

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.

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:

Yes

100% 150% 200% Other

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: ............

Yes

200% 250% 300% 350% 400% Other

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.

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"? ..............

Yes

Did the organization budget amounts for free or discounted care provided under its financial assistance policy during the tax year? ............................

Yes

If "Yes," did the organization's financial assistance expenses exceed the budgeted amount?......

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?...............

Did the organization prepare a community benefit report during the tax year?...........

Yes

If "Yes," did the organization make it available to the public? ...............

Yes

Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.

Financial Assistance and Certain Other Community Benefits at Cost

	(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) ..	618,730		618,730	1.150 %
b Medicaid (from Worksheet 3, column a) .....	8,554,848	6,869,897	1,684,951	3.140 %
c Costs of other means-tested government programs (from Worksheet 3, column b) .
dTotal Financial Assistance and Means-Tested Government Programs .....	9,173,578	6,869,897	2,303,681	4.290 %
Other Benefits e Community health improvement services and community benefit operations (from (Worksheet 4) ....	318,598		318,598	0.590 %
f Health professions education (from Worksheet 5) ..
g Subsidized health services (from Worksheet 6) ..	347,053	201,409	145,644	0.270 %
h Research (from Worksheet 7)
i Cash and in-kind contributions for community benefit (from Worksheet 8) ....	24,729		24,729	0.050 %
jTotal Other Benefits ...	690,380	201,409	488,971	0.910 %
kTotal. Add lines 7d and 7j. ..	9,863,958	7,071,306	2,792,652	5.200 %

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	(e) Net community building expense	(f) Percent of total expense
1	Physical improvements and housing
2	Economic development
3	Community support
4	Environmental improvements
5	Leadership development and training for community members
6	Coalition building	1		5,680	5,680	0.010 %
7	Community health improvement advocacy	1	50	1,871	1,871
8	Workforce development
9	Other
10	Total	2	50	7,551	7,551	0.010 %

Part III

Bad Debt, Medicare, & Collection Practices

Section A. Bad Debt Expense

Yes

Did the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................

Enter the amount of the organization's bad debt expense........

1,236,445

Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy .....

673,485

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

Enter total revenue received from Medicare (including DSH and IME).....

20,668,477

Enter Medicare allowable costs of care relating to payments on line 5.....

17,659,961

Subtract line 6 from line 5. This is the surplus or (shortfall)........

3,008,516

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:

Cost accounting system Cost to charge ratio Other

Section C. Collection Practices

Did the organization have a written debt collection policy during the tax year? ..........

Yes

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.......................

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

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?1 Name and address		Other (Describe)
1	ST JOSEPH HEALTH SYSTEM 200 HEMLOCK STREET TAWAS CITY,MI48763	X	X	X

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)

ST JOSEPH HEALTH SYSTEM

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: 200.0% If "No," explain in Part VI the criteria the hospital facility used.

Schedule H (Form 990) 2011

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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: 300.0% 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		No
	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

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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

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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?14
Name and address		Type of Facility (describe)
1	HARBOR HEALTH CENTER 110 BEECH STREET SUITE B TAWAS CITY,MI48763	REHAB SERVICES, PHYSICIAN OFFICES
2	HURON PROFESSIONAL BUILDING 716 GERMAN STREET TAWAS CITY,MI48763	HOME HEALTH & HOSPICE
3	OSCODA HEALTH PARK 5939 N HURON RD OSCODA,MI48750	PHYSICIAN OFFICES
4	HURON FAMILY MEDICINE 700 GERMAN STREET TAWAS CITY,MI48763	PHYSICIAN OFFICES
5	MEDICAL ARTS BUILDING 295 MAPLE STREET TAWAS CITY,MI48763	PHYSICIAN OFFICES
6	ST JOSEPH WOMENS CLINIC 25 M-55 TAWAS CITY,MI48763	PHYSICIAN OFFICES
7	ST JOSEPH PEDIATRIC CLINIC 325 M-55 TAWAS CITY,MI48763	PHYSICIAN OFFICES
8	HALE ST JOSEPH MEDICAL CENTER 116 S CHURCH STREET HALE,MI48739	PHYSICIAN OFFICES
9	WOMEN'S CLINIC - WEST BRANCH 621 COURT STREET SUITE 105 WEST BRANCH,MI48661	PHYSICIAN OFFICES
10	ST JOSEPH UROLOGY CLINIC 110 E STATE STREET EAST TAWAS,MI48730	PHYSICIAN OFFICES
11	HURON SHORES WALK-IN CLINIC 110 BEECH STREET SUITE A TAWAS CITY,MI48763	PHYSICIAN OFFICES
12	GREAT LAKES FAMILY MEDICINE 106 DIVISION OSCODA,MI48750	PHYSICIAN OFFICES
13	AUGRES FAMILY CLINIC 302 S MAIN AUGRES,MI48703	PHYSICIAN OFFICES
14	AUSABLE VALLEY HEALTH CENTER 1392 MAPLE DRIVE FAIRVIEW,MI48621	LAB SERVICES

Schedule H (Form 990) 2011

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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
OTHER TESTING METHODS FOR FREE OR DISCOUNTED CARE	PART I LINE 3C	THE ORGANIZATION PROVIDES MEDICALLY NECESSARY CARE TO ALL PATIENTS REGARDLESS OF RACE COLOR CREED ETHNIC ORIGIN GENDER DISABILITY OR ECONOMIC STATUS THE ORGANIZATION USES A PERCENTAGE OF FEDERAL POVERTY LEVEL FPL TO DETERMINE FREE AND DISCOUNTED CARE AT A MINIMUM PATIENTS WITH INCOME LESS THAN OR EQUAL TO 200 OF THE FPL WHICH MAY BE ADJUSTED FOR COST OF LIVING UTILIZING THE LOCAL WAGE INDEX COMPARED TO NATIONAL WAGE INDEX WILL BE ELIGIBLE FOR 100 CHARITY CARE WRITE OFF OF CHARGES FOR SERVICES THAT HAVE BEEN PROVIDED TO THEM ALSO AT A MINIMUM PATIENTS WITH INCOMES ABOVE 200 OF THE FPL BUT NOT EXCEEDING 300 OF THE FPL SUBJECT TO ADJUSTMENTS FOR COST OF LIVING UTILIZING THE LOCAL WAGE INDEX COMPARED TO NATIONAL WAGE INDEX WILL RECEIVE A DISCOUNT ON THE SERVICES PROVIDED TO THEM
EXCLUSIONS FROM PERCENT OF TOTAL EXPENSE	PART I LINE 7 COLUMN F	THE AMOUNT OF BAD DEBT EXPENSE REPORTED ON FORM 990 PART IX LINE 25 COLUMN A BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGES IN PART I LINE 7 COLUMN F IS 2405595
COSTING METHODOLOGY EXPLANATION	PART I LINE 7	FOR THE INFORMATION IN THE TABLE A COSTTOCHARGE RATIO WAS CALCULATED AND APPLIED
COMMUNITY BUILDING ACTIVITIES	PART II	IOSCO COUNTY SEXUAL ASSAULT RESPONSE TEAM IN 2009 AFTER A CRIME VICTIM SERVICE COMMISSION SEXUAL ASSAULT RESPONSE ASSESSMENT SARA PROJECT IDENTIFIED NORTHEAST MICHIGAN AS ONE REGION IN THE STATE THAT HAS ZERO DOLLARS DESIGNATED FOR SEXUAL ASSAULT SERVICES AND A REQUEST FROM ASCENSION HEALTH MINISTRIES TO CONSIDER COMPASSIONATE CARE OF SEXUAL ASSAULT PATIENTS IN THE EMERGENCY DEPARTMENT SETTING ST JOSEPH HEALTH SYSTEM INITIATED A TASK FORCE TO INVESTIGATE THE FEASIBILITY OF OFFERING A SEXUAL ASSAULT NURSE EXAMINER SANE PROGRAM AS WELL AS MEET THE NEEDS OF OUR REGIONS SEXUAL ASSAULT SURVIVORS IN PARTNERSHIP WITH SHELTER INC A DUAL DOMESTIC VIOLENCESEXUAL ASSAULT COMPREHENSIVE SERVICE AGENCY SJHS AND THE IOSCO COUNTY SEXUAL ASSAULT RESPONSE TEAM SART ESTABLISHED A WELCOME AND RESPONSE CENTER AT OUR OSCODA HEALTH PARK LOCATION THE CENTER PROMOTES A COMPREHENSIVE COMMUNITY RESPONSE TO SEXUAL ASSAULT THROUGH EDUCATION SYSTEM CHANGE CRISIS AND PRIMARY AND SECONDARY VICTIM SERVICES MEMBERS OF THE SART TEAM CONSIST OF ST JOSEPH HEALTH SYSTEM ASSOCIATES AND KEY COMMUNITY STAKEHOLDERS INCLUDING MICHIGAN STATE POLICE IOSCO COUNTY SHERRIFF TAWAS POLICE AUTHORITY SHELTER INC HUMAN SERVICE AGENCIES COUNTY COURTS MENTAL HEALTH PROFESSIONALS AND CLERGY THE COMMITMENT OF SJHS AND THE LOCAL COMMUNITY TO PROVIDING SEXUAL ASSAULT SERVICES SPECIFIC TO RURAL COMMUNITY ISSUES HAS BEEN AND CONTINUES TO BE CLEAR ESTABLISHED AND ONGOING STRIVING TO BUILD AND SUSTAIN SURVIVOR CENTERED EMPOWERMENT BASED SEXUAL ASSAULT SERVICES REMAINS THE GOAL AND FOCUS OF OUR COMMUNITY COORDINATED RESPONSE TO SEXUAL ASSAULT
BAD DEBT EXPENSE EXPLANATION	PART III LINE 4	THE ORGANIZATION IS A PART OF THE ASCENSION HEALTH SYSTEM CONSOLIDATED AUDIT THE FOOTNOTE THAT REFERENCES BAD DEBT EXPENSE IN THE 2012 CONSOLIDATED AUDIT IS AS FOLLOWS THE PROVISION FOR BAD DEBTS IS BASED UPON MANAGEMENTS ASSESSMENT OF EXPECTED NET COLLECTIONS CONSIDERING ECONOMIC CONDITIONS HISTORICAL EXPERIENCE TRENDS IN HEALTH CARE COVERAGE AND OTHER COLLECTION INDICATORS PERIODICALLY THROUGHOUT THE YEAR MANAGEMENT ASSESSES THE ADEQUACY OF THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS BASED UPON HISTORICAL WRITEOFF EXPERIENCE BY PAYOR CATEGORY INCLUDING THOSE AMOUNTS NOT COVERED BY INSURANCE THE RESULTS OF THIS REVIEW ARE THEN USED TO MAKE ANY MODIFICATIONS TO THE PROVISION FOR BAD DEBTS TO ESTABLISH AN APPROPRIATE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS AFTER SATISFACTION OF AMOUNTS DUE FROM INSURANCE AND REASONABLE EFFORTS TO COLLECT FROM THE PATIENT HAVE BEEN EXHAUSTED ASCENSION HEALTH FOLLOWS ESTABLISHED GUIDELINES FOR PLACING CERTAIN PASTDUE PATIENT BALANCES WITH COLLECTION AGENCIES SUBJECT TO THE TERMS OF CERTAIN RESTRICTIONS ON COLLECTION EFFORTS AS DETERMINED BY ASCENSION HEALTH ACCOUNTS RECEIVABLE ARE WRITTEN OFF AFTER COLLECTION EFFORTS HAVE BEEN FOLLOWED IN ACCORDANCE WITH ASCENSION HEALTHS POLICIES
MEDICARE EXPLANATION	PART III LINE 8	ASCENSION HEALTH AND RELATED HEALTH MINISTRIES FOLLOW THE CATHOLIC HEALTH ASSOCIATION CHA GUIDELINES FOR DETERMINING COMMUNITY BENEFIT CHA COMMUNITY BENEFIT REPORTING GUIDELINES SUGGEST THAT MEDICARE SHORTFALL IS NOT TREATED AS COMMUNITY BENEFIT
COLLECTION PRACTICES EXPLANATION	PART III LINE 9B	THE ORGANIZATION HAS A WRITTEN DEBT COLLECTION POLICY THAT ALSO INCLUDES A PROVISION ON THE COLLECTION PRACTICES TO BE FOLLOWED FOR PATIENTS WHO ARE KNOWN TO QUALIFY FOR CHARITY CARE OR FINANCIAL ASSISTANCE IF A PATIENT QUALIFIES FOR CHARITY OR FINANCIAL ASSISTANCE CERTAIN COLLECTION PRACTICES DO NOT APPLY
NEEDS ASSESSMENT	PART VI	ST JOSEPH HEALTH SYSTEM RELIES ON INFORMATION FROM ST JOSEPH HEALTH SYSTEM EMERGENCY DEPARTMENT PATIENTS MICHIGAN STATISTICS WWWAECFORGKIDSCOUNT WWWMICHIGANGOVMDCH HTTPWWWCENSUSGOV WWWMICHIGANGOVMDCH WWWAECFORGKIDSCOUNT HTTPWWWDIABETERSORG WWWMICHIGANGOVMDCH COMMUNITY HEALTH ASSESSMENT ALCONA IOSCO OGEMAW AND OSCODA COUNTIES FEBRUARY 1996 DEMOGRAPHICS PP1122 KEY FINDINGS POPULATION EDUCATIONAL ATTAINMENT EMPLOYMENT AND INCOME POVERTY HOUSING AND PUBLIC ASSISTANCE CONCLUSION MARKET SHARE DATATHEIDSONLINECOM COMMUNITY NEEDS ASSESSMENT ALCONA 2009
PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE	PART VI	UPON ADMISSION TO ST JOSEPH HEALTH SYSTEM ALL SELFPAY PATIENTS SPEAK WITH AN ASSOCIATE REGARDING FINANCIAL ASSISTANCE THAT IS AVAILABLE TO THEM ASSOCIATES HELP THE PATIENTS DETERMINE ELIGIBILITY FOR VARIOUS GOVERNMENT BENEFITS AS WELL AS ST JOSEPHS INTERNAL FINANCIAL ASSISTANCE PROGRAM SHOULD THE PATIENTS NOT BE CONSULTED UPON ADMISSION A LETTER IS SENT WITH THEIR FIRST ITEMIZED BILLING DETAILING THE AVAILABLE FINANCIAL ASSISTANCE PROGRAMS
COMMUNITY INFORMATION	PART VI	IV COMMUNITY INFORMATION COMMUNITY SERVICE AREA DESCRIPTION ST JOSEPH HEALTH SYSTEM SERVES FIVE RURAL COUNTIES IN NORTHEAST MICHIGAN THE COUNTIES OF ALCONA ARENAC IOSCO OGEMAW AND OSCODA HAVE A TOTAL POPULATION OF APPROXIMATELY 83000 RESIDENTS 2010 US CENSUS BUREAU THREE ZIP CODES EAST TAWAS TAWAS CITY AND OSCODA COMPRISE OUR PRIMARY SERVICE AREA WITH APPROXIMATELY 18500 RESIDENTS ST JOSEPH HEALTH SYSTEM IS LOCATED IN TAWAS CITY MICHIGAN AND REMAINS THE LARGEST EMPLOYER WITHIN IOSCO COUNTY SEVERAL AUTOMOTIVE PARTS SUPPLIERS AIRCRAFT MAINTENANCE AND REFURBISHING FACILITIES ARE PROMINENT EMPLOYEES WITHIN IOSCO COUNTY WITHIN THE PRIMARY SERVICE AREA 95 OF RESIDENTS ARE CAUCASIAN WITH 14 HISPANIC 1 AFRICAN AMERICAN 1 INDIAN AND ASIAN OF THE APPROXIMATELY 18500 RESIDENTS IN THE PRIMARY SERVICE AREA APPROXIMATELY 81 ARE 45 YEARS OF AGE OR OLDER PAYER MIX MEDICARE 5399 BLUE CROSS 1420 MEDICAID 1549 COMMERCIAL 728 SELF PAY 342 OTHER 561 ST JOSEPH HEALTH SYSTEM PROVIDES 54 OF BOTH INPATIENT AND OUTPATIENT HOSPITAL BASED HEALTHCARE SERVICES FOR RESIDENTS WITHIN OUR PRIMARY SERVICE AREA ST JOSEPH HEALTH SYSTEM OWNS SEVENTEEN PROVIDERBASED AND RURAL HEALTH CLINICS LOCATED THROUGHOUT THE FULL SERVICE MARKET AREA THE SCOPE OF SERVICE INCLUDES PRIMARY CARE OBSTETRICS GYNECOLOGY PEDIATRICS GENERAL SURGERY INTERNAL MEDICINE AFTER HOURS AND SPECIALTY CARE ADDITIONALLY THERE ARE TWO FEDERALLY QUALIFIED HEALTH CENTERS LOCATED IN IOSCO AND ARENAC COUNTIES RESPECTIVELY THERE ARE TWO HOSPITALS LOCATED APPROXIMATELY ONE HOUR TRAVEL TIME NORTH AND WEST OF ST JOSEPH HEALTH SYSTEM
HEALTH OF COMMUNITY IN RELATION TO EXEMPT PURPOSE	PART VI	ST JOSEPH HEALTHKEY OPERATIONAL BUDGET IN THE PAST YEAR ST JOSEPH HEALTH SYSTEM PROVIDED MORE THAN 16 MILLION IN UNCOMPENSATED CARE THROUGH DELIVERY OF SERVICES TO THE POOR AND VULNERABLE UNPAID COSTS OF PUBLIC PROGRAMS FINANCIAL ASSISTANCE TO THE UNINSURED AND OUTREACH SERVICES TO THE COMMUNITY HEALTHKEY A DEPARTMENT OF ST JOSEPH HEALTH SYSTEM WHOSE ROLE IS SERVING AS THE RESOURCE AND SUPPORT CENTER FOR THE UNINSURED AND UNDERINSURED FAMILIES IN OUR COMMUNITY HEALTHKEY STAFF INCLUDES AN RN CASE MANAGER INTAKE AND PRESCRIPTION ASSISTANCE COORDINATOR AND A PART TIME OUTREACH WORKER OUTREACH SERVICES INCLUDE MEDICAID APPLICATION ASSISTANCE FINANCIAL ASSISTANCE APPLICATIONS REFERRALS TO MEDICAL HOMES PRESCRIPTION ASSISTANCE AND CARE MANAGEMENT FOR DIABETES HYPERTENSION AND APPROPRIATE EMERGENCY ROOM USE CARING FOR THE CLIENTS MIND PHYSICAL AND SPIRITUAL NEEDS HEALTHKEY STAFF NAVIGATES THROUGH VARIOUS COMMUNITY AND SOCIAL SERVICE AGENCIES AND ADVOCATES ON THEIR BEHALF FOR ACCESS TO NECESSARY HEALTHCARE RELATED AND SOCIAL SERVICES THE MISSION VISION AND VALUES OF ST JOSEPH HEALTH SYSTEM ARE AT THE CENTER OF HEALTHKEYS WORK TO SERVE THE POOR AND VULNERABLE IN OUR COMMUNITY AS OUR RURAL ECONOMY CONTINUES TO STRUGGLE AND SMALL BUSINESSES ARE NOT ABLE TO OFFER EMPLOYERSPONSORED INSURANCE COVERAGE A VALUABLE SERVICE OFFERED IS THE PRESCRIPTION ASSISTANCE PROGRAM IN 2011 HEALTHKEY SERVED 575 CLIENTS WITH A WIDE RANGE OF MEDICATION REQUESTS THIS EFFORT YIELDED A RETAIL DOLLAR SAVINGS VALUE OF 399061 WITH ONLY A SMALL TEAM OF ASSOCIATES COLLABORATION HAS PROVEN SUCCESSFUL IN OUR HEALTHCARE ACCESS WORK CLIENTS WHO PRESENT TO US HAVE A WIDE VARIETY OF HURDLES TO OVERCOME IMPROVING RELATIONSHIPS EMPLOYMENT SKILLS EDUCATIONAL OPPORTUNITIES WILL ALL PROVIDE A POSITIVE IMPACT ON THE CLIENTS HEALTH AND ABILITY TO CARE FOR THEMSELVES AND THEIR FAMILIES PARTNERSHIPS WITH THE IOSCO COUNTY POVERTY COALITION IOSCO READS LITERACY GROUP AND MICHIGAN WORKS HAVE GREATLY ASSISTED US IN BRIDGING GAPS EXPERIENCED BY OUR CLIENTS A TRUE COMMUNITY BENEFIT THE SUCCESS OF HEALTHKEY IS ONLY POSSIBLE BY THE STRONG SUPPORT RECEIVED FROM OUR BOARD PHYSICIANS LEADERSHIP ASSOCIATES AND VOLUNTEERS WHO ALLOW US TO RECOGNIZE AND RESPOND TO THE NEEDS OF OUR POOR AND VULNERABLE NEIGHBORS AND CARE FOR OUR COMMUNITY ST JOSEPH HEALTH SYSTEM PROVIDED THE FOLLOWING COMMUNITY BUILDING ACTIVITIES IN 2012 1IOSCO COUNTY SEXUAL ASSAULT RESPONSE TEAM SART IS A MULTIDISCIPLINARY INTERAGENCY COLLABORATION THAT UNITES ITS MEMBERS IN A COORDINATED SURVIVORCENTERED APPROACH TO THE INTERVENTION AND CARE FOR SEXUAL ASSAULT VICTIMS THE MISSION OF THE IOSCO COUNTY SART IS TO FACILITATE THE CLINICAL LEGAL AND EMOTIONAL RESOURCES TO CARE FOR SURVIVORS OF SEXUAL ASSAULT AND TO CREATE A COMMUNITY WHERE SURVIVORS OF SEXUAL ASSAULT ARE SUPPORTED AND TREATED WITH DIGNITY AND RESPECT 2DIABETIC CLUB A PROGRAM THAT IS OPEN TO THE COMMUNITY AT NO CHARGE THAT INCLUDES A SHORT LECTURE ABOUT GENERAL HEALTH ISSUES AND HOW THEY AFFECT DIABETES TOPICS RELATED TO LIFESTYLE MODIFICATIONS AND TOOLS FOR DIABETES MANAGEMENT OTHER HIGHLIGHTS INCLUDE A SAMPLING OF THE RECIPE OF THE MONTH DISCUSSIONS TO ANSWER QUESTIONS AND PROVIDE PEER TO PEER SUPPORT 3SPEAKERS BUREAU A FREE COMMUNITY PROGRAM THAT OFFERS HEALTH RELATED PRESENTATIONS PROVIDED BY HEALTH SYSTEM PROFESSIONALS THE PROGRAM IS DESIGNED TO EDUCATE THE COMMUNITY ON A VARIETY OF HEALTH AND HUMAN SERVICE TOPICS 4FAMILY FUN FAIR AN EVENT HELD IN COOPERATION WITH TWO LOCAL COLLABORATIVE THE IOSCO COUNTY FAMILY COALITION AND THE GREAT START COLLABORATIVE WITH THE PURPOSE TO EDUCATE THE COMMUNITY ABOUT LOCAL AGENCIES AND SERVICES AVAILABLE TO CHILDREN AND FAMILIES ACTIVITIES INCLUDE A FREE LUNCH PROVIDED TO AN AVERAGE OF 1000 CHILDREN AND ADULTS DOOR PRIZES CAR SEAT CHECKS AND DISPLAY BOOTHS FEATURING FAMILY CRAFT PROJECTS EDUCATIONAL ACTIVITIES AND PARENTING INFORMATION 5HEALTHKEY A PROGRAM THAT PROVIDES ACCESS TO HEALTHCARE FOR THE UNINSURED AND UNDERINSURED SERVICES INCLUDE NAVIGATION THROUGH HEALTH AND HUMAN SERVICE AGENCIES ASSISTANCE IN COMPLETING PAPERWORK PRESCRIPTION ASSISTANCE DIABETIC AND HYPERTENSION EDUCATION AS WELL AS REFERRALS TO PRIMARY CARE PROVIDERS SHELTER FOOD ASSISTANCE AND OTHER COMMUNITY RESOURCES 6ALCOHOLICS ANONYMOUS IS A FELLOWSHIP OF MEN AND WOMEN WHO SHARE THEIR EXPERIENCE STRENGTH AND HOPE WITH EACH OTHER THAT THEY MAY SOLVE THEIR COMMON PROBLEM AND HELP OTHERS TO RECOVER FROM ALCOHOLISM THIS PROGRAM ALIGNS WITH ST JOSEPHS MISSION VISION AND VALUES AND WE ARE PLEASED TO BE ABLE TO LEND ESSENTIAL MEETING SPACE FOR PARTICIPANTS TWICE WEEKLY ON AN INKIND BASIS
AFFILIATED HEALTH CARE INFORMATION	PART VI	ASCENSION HEALTH ALLIANCE IS A MISSOURI NONPROFIT CORPORATION FORMED ON SEPTEMBER 13 2011 ASCENSION HEALTH ALLIANCE IS THE SOLE CORPORATE MEMBER AND PARENT ORGANIZATION OF ASCENSION HEALTH A CATHOLIC NATIONAL HEALTH SYSTEM CONSISTING PRIMARILY OF NONPROFIT CORPORATIONS THAT OWN AND OPERATE LOCAL HEALTHCARE FACILITIES OR HEALTH MINISTRIES LOCATED IN 21 OF THE UNITED STATES AND THE DISTRICT OF COLUMBIA ST JOSEPH HEALTH SYSTEM AND SUBSIDIARIES ARE MEMBERS OF ASCENSION HEALTH ASCENSION HEALTH ALLIANCE IS SPONSORED BY ASCENSION HEALTH MINISTRIES A PUBLIC JURIDIC PERSON THE PARTICIPATING ENTITIES OF ASCENSION HEALTH MINISTRIES ARE THE DAUGHTERS OF CHARITY OF ST VINCENT DE PAUL IN THE UNITED STATES ST LOUISE PROVINCE THE CONGREGATION OF ST JOSEPH THE CONGREGATION OF THE SISTERS OF ST JOSEPH OF CARONDELET AND THE CONGREGATION OF ALEXIAN BROTHERS OF THE IMMACULATE CONCEPTION PROVINCE AMERICAN PROVINCE AS MORE FULLY DESCRIBED IN THE ORGANIZATIONAL CHANGES NOTE ALEXIAN BROTHERS HEALTH SYSTEM WHICH WAS PREVIOUSLY SPONSORED BY THE CONGREGATION OF ALEXIAN BROTHERS OF THE IMMACULATE CONCEPTION PROVINCE AMERICAN PROVINCE BECAME PART OF ASCENSION HEALTH ON JANUARY 1 2012 THE 49BED HOSPITAL STAFFED BY MORE THAN 460 EMPLOYEES IS LOCATED IN TAWAS CITY MICHIGAN AND IS A NONPROFIT ACUTECARE HOSPITAL THE HOSPITAL MAINTAINS TWO WHOLLY OWNED SUBSIDIARIES ST JOSEPH HEALTH ENTERPRISES A HOME MEDICAL EQUIPMENT BUSINESS AND ST JOSEPH HEALTH SYSTEM FOUNDATION A CHARITABLE FOUNDATION CREATED TO RECEIVE AND ADMINISTER FUNDS FOR THE HOSPITAL FOR THE PURPOSE OF ACQUIRING OR IMPROVING HOSPITAL FACILITIES AND TECHNOLOGIES AND THE ESTABLISHMENT SUPPORT AND MAINTENANCE OF COMMUNITY HEALTH EDUCATION PROGRAMS THE HOSPITAL PROVIDES INPATIENT OUTPATIENT AND EMERGENCY CARE SERVICES FOR THE RESIDENTS OF IOSCO COUNTY AND THE SURROUNDING AREA ADMITTING PHYSICIANS ARE PRIMARILY PRACTITIONERS IN THE LOCAL AREA ST JOSEPH HEALTH SYSTEM OFFERS ACCESS TO A LARGE BOARDCERTIFIED MEDICAL STAFF WITH MORE THAN 17 PRIMARY CARE AND SPECIALTY PHYSICIANS THROUGH COMMUNITY HEALTH SERVICES PROFESSIONAL EDUCATION SUBSIDIZED HEALTH CARE FINANCIAL CONTRIBUTIONS COMMUNITYBUILDING ACTIVITIES AND OTHER COMMUNITY BENEFIT ACTIVITIES ST JOSEPH HEALTH SYSTEM CONTRIBUTED 16 MILLION TO THE COMMUNITY INCLUDED IN THIS FIGURE ARE PROGRAMS SUCH AS CHARITY CARE AND UNREIMBURSED MEDICAID COMMUNITY HEALTHEDUCATION LECTURES SCHOOL HEALTHEDUCATION PROGRAMS PROMOTING HEALTH CARE CAREERS WORKFORCE ENHANCEMENT FREE HEALTH SCREENINGS HEALTHKEY SART SEXUAL ASSAULT RESPONSE TEAM COMMUNITYBASED CHAPLAINCY AND SPIRITUAL CARE SPONSORSHIPS AND CONTRIBUTIONS TO VARIOUS COMMUNITY EVENTS
LIST OF STATES WHERE COMMUNITY BENEFIT REPORT IS FILED	PART VI	MICHIGAN
ST JOSEPH HEALTH SYSTEM LINE NUMBER 1 PART V LINE 13G	PART V LINE 13G	ST JOSEPH HEALTH SYSTEMS PUBLIC WEBSITE HAS A FINANCIAL ASSISTANCE LINK LOCATED AT THE BOTTOM OF THE PATIENTS GUESTS PAGE THAT READS AS FOLLOWS FINANCIAL ASSISTANCE IN ACCORDANCE WITH OUR MISSION AND VALUES ST JOSEPH HEALTH CARE SYSTEM IS COMMITTED TO CARING FOR ALL PEOPLE REGARDLESS OF THEIR ABILITY TO PAY WITH SPECIAL ATTENTION TO THOSE WHO ARE POOR AND VULNERABLE ST JOSEPH HEALTH CARE SYSTEM OFFERS FINANCIAL COUNSELING AND ASSISTANCE TO HELP ADDRESS ANY FINANCIAL CONCERNS PATIENTS OR FAMILIES MAY HAVE REGARDING THEIR CARE OUR FINANCIAL AID POLICIES WHICH CAN BE FOUND ST JOSEPH HEALTH CARE SYSTEM WEBSITE REFLECT ST JOSEPH HEALTH CARE SYSTEM DEDICATION TO WORKING TOGETHER WITH OUR PATIENTS IN A COMPASSIONATE AND CARING MANNER TO IDENTIFY OPTIONS FOR RESOLVING THEIR FINANCIAL OBLIGATIONS HELP IS AVAILABLE BY CONTACTING 989 9843796 EMAILING BMCNALLYSTMARYSOFMICHIGANORG OR IN PERSON AT ANY OF OUR FACILITIES

Schedule H (Form 990) 2011

Additional Data

Software ID:
Software Version:

- TIN:

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

ST JOSEPH HEALTH SYSTEM

Employer identification number

38-1443395

Part I

Questions Regarding Compensation

Yes

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.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

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....

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? ....

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.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

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:

Receive a severance payment or change-of-control payment? ...............

Yes

Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? ........

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.

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:

The organization? ...........................

Any related organization? .........................

If "Yes," to line 5a or 5b, describe in Part III.

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:

The organization? ...........................

Any related organization? .........................

If "Yes," to line 6a or 6b, describe in Part III.

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 ............

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 .............................

If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990

Cat. No. 50053T

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
(A) Name		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable 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
(1) DONALD R ELLIS III MD	(i) (ii)	145,609	112,833		4,900	9,266	272,608
(2) EARL ELOWSKY	(i) (ii)	210,556			4,180	10,085	224,821
(3) ANN BALFOUR	(i) (ii)	150,016		34,093	29,199	9,585	222,893
(4) LINDA STANCILL	(i) (ii)	140,585		45,746	29,735	11,161	227,227
(5) DIANA ENNES	(i) (ii)	500,601		31,969	4,900	11,092	548,562
(6) JOHN BLOCKSOM DO	(i) (ii)	461,750		16,484	4,900	14,385	497,519
(7) HUGO DAVILA GARCIA	(i) (ii)	389,355			4,900	9,515	403,770
(8) MARK GALLAGHER DO	(i) (ii)	354,626		6,500	4,900	12,593	378,619
(9) RICHARD SCHULZ DO	(i) (ii)	319,215		1,300	4,900	9,839	335,254
(10) PATRICK MURTHA	(i) (ii)		10,324	244,768		11,325	266,417
(11) NEELIMADEVI RYALI MD	(i) (ii)	222,394	31,760		1,025	9,342	264,521
(12) MICHAEL WAGNER	(i) (ii)	143,001	96,334		4,703	1,501	245,539

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
SEVERANCE, NONQUALIFIED, AND EQUITY-BASED PAYMENTS	SCHEDULE J, PAGE 1, PART I, LINE 4	PATRICK MURTHA 244,768 0 0
OTHER ADDITIONAL INFORMATION	SCHEDULE J, PART III	PART I, LINE 3 - COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR ST. MARY'S OF MICHIGAN, A RELATED ORGANIZATION OF ST. JOSEPH HEALTH SYSTEM, USES THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR: COMPENSATION COMMITTEE WRITTEN EMPLOYMENT CONTRACT APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PART I, LINE 4(A) - SEVERANCE, NONQUALIFIED, AND EQUITY-BASED PAYMENTS THE SEVERANCE PAYMENTS REPORTED TO PATRICK MURTHA WERE PAID BY ST. JOSEPH HEALTH SYSTEM. PART I, LINE 4(B) - SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN ELIGIBLE EXECUTIVES PARTICIPATE IN A PROGRAM THAT PROVIDES FOR SUPPLEMENTAL RETIREMENT BENEFITS. THE PAYMENT OF BENEFITS UNDER THE PROGRAM, IF ANY, IS ENTIRELY DEPENDENT UPON THE FACTS AND CIRCUMSTANCES UNDER WHICH THE EXECUTIVE TERMINATES EMPLOYMENT WITH THE ORGANIZATION. BENEFITS UNDER THE PROGRAM ARE UNFUNDED AND NON-VESTED. DUE TO THE SUBSTANTIAL RISK OF FORFEITURE PROVISION, THERE IS NO GUARANTEE THAT THESE EXECUTIVES WILL EVER RECEIVE ANY BENEFIT UNDER THE PROGRAM. ANY AMOUNT ULTIMATELY PAID UNDER THE PROGRAM TO THE EXECUTIVE IS REPORTED AS COMPENSATION ON FORM 990, SCHEDULE J, PART II, COLUMN B IN THE YEAR PAID. AMOUNTS PAID: ANN BALFOUR - 29,418 LINDA STANCILL - 29,263 DIANA ENNESS - 15,469 CONTRIBUTIONS: ANN BALFOUR - 17,436 LINDA STANCILL - 17,699

Schedule J (Form 990) 2011

Additional Data

Software ID:
Software Version:

- TIN:

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

ST JOSEPH HEALTH SYSTEM

Employer identification number

38-1443395

Identifier	Return Reference	Explanation
ORGANIZATION'S MISSION	FORM 990 - ORGANIZATION'S MISSION	AS A CATHOLIC HEALTH MINISTRY OF THE CHURCH, ST. JOSEPH HEALTH SYSTEM'S MISSION IS TO "PROVIDE SPIRITUALLY CENTERED, HOLISTIC CARE WHICH SUSTAINS AND IMPROVES THE HEALTH OF INDIVIDUALS AND COMMUNITIES." THIS INCLUDES ACTING AS ADVOCATES FOR A COMPASSIONATE AND JUST SOCIETY THROUGH OUR ACTIONS AND WORDS. A UNIVERSAL TENET OF CATHOLIC HEALTH ORGANIZATIONS' MISSION STATEMENTS IS CARE FOR ALL PERSONS, ESPECIALLY THE POOR AND VULNERABLE. THE CALL TO BRING GOD'S HEALING TO PERSONS IN NEED IS WHAT COMPELLED THE FOUNDERS OF VARIOUS ORGANIZATIONS TO VENTURE OUT INTO PARTS OF THIS NATION THAT, UNTIL THEIR ARRIVAL, HAD BEEN SORELY UNDERSERVED. FOR MORE THAN 250 YEARS, (58 FOR ST. JOSEPH HEALTH SYSTEM) CATHOLIC HEALTH CARE IN THE UNITED STATES HAS BEEN DRIVEN BY THAT SAME CALL AND HAS GROWN IN WAYS THAT COULD NOT HAVE BEEN IMAGINED.
ADDITIONAL INFORMATION	FORM 990	PART IV, LINE 20B - THE FINANCIAL STATEMENTS OF ST. JOSEPH HEALTH SYSTEM FALL UNDER THE SPECIFIC SCOPE AUDIT. THE ACTIVITY OF ST. JOSEPH HEALTH SYSTEM AND OTHER MEMBERS OF ST. JOSEPH HEALTH SYSTEM ARE REPORTED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF ASCENSION HEALTH ALLIANCE. NO INDIVIDUAL AUDIT OF ST. JOSEPH HEALTH SYSTEM IS COMPLETED. THEREFORE, THE ATTACHED AUDITED FINANCIAL STATEMENTS ARE OF ASCENSION HEALTH ALLIANCE AND AFFILIATES (WHICH INCLUDE THE ACTIVITY OF ST. JOSEPH HEALTH SYSTEM). PART IV, LINE 17 & 18 - ST. JOSEPH HEALTH SYSTEM INCURS FUNDRAISING EXPENSES ASSOCIATED WITH FUNDRAISING EVENTS UNDERTAKEN BY ST. JOSEPH HEALTH SYSTEM FOUNDATION, A RELATED TAX-EXEMPT ORGANIZATION.
ADDITIONAL INFORMATION	FORM 990, PART VI	LINE 2 - MANY OF THE PERSONS LISTED ON PART VII HAVE A "BUSINESS RELATIONSHIP" WITH EACH OTHER BY VIRTUE OF SITTING ON RELATED ST. JOSEPH HEALTH SYSTEM ENTITY BOARDS.
CLASSES OF MEMBERS OR STOCKHOLDERS	FORM 990, PAGE 6, PART VI, LINE 6	ST. JOSEPH HEALTH SYSTEM HAS A SINGLE CORPORATE MEMBER, ASCENSION HEALTH.
ELECTION OF MEMBERS AND THEIR RIGHTS	FORM 990, PAGE 6, PART VI, LINE 7A	THE ST. JOSEPH HEALTH SYSTEM HAS A SINGLE CORPORATE MEMBER, ASCENSION HEALTH, WHO HAS THE ABILITY TO ELECT MEMBERS TO THE GOVERNING BODY OF THE ST. JOSEPH HEALTH SYSTEM.
DECISIONS SUBJECT TO APPROVAL OF MEMBERS	FORM 990, PAGE 6, PART VI, LINE 7B	ASCENSION HEALTH HAS DESIGNED A SYSTEM AUTHORITY MATRIX WHICH ASSIGNS AUTHORITY FOR KEY DECISIONS THAT ARE NECESSARY IN THE OPERATION OF THE SYSTEM. SPECIFIC AREAS THAT ARE IDENTIFIED IN THE AUTHORITY MATRIX ARE: NEW ORGANIZATIONS & MAJOR TRANSACTIONS; GOVERNING DOCUMENTS; APPOINTMENTS/REMOVALS; EVALUATION; DEBT LIMITS; STRATEGIC & FINANCIAL PLANS; ASSETS; SYSTEM POLICIES & PROCEDURES. THESE AREAS ARE SUBJECT TO CERTAIN LEVELS OF APPROVAL BY ASCENSION PER THE SYSTEM AUTHORITY MATRIX.
OFFICERS WHO CANNOT BE REACHED	FORM 990, PAGE 6, PART VI, LINE 9	NEELIMADEVI RYALI, M.D. 1251 MONUMENT RD TAWAS CITY, MI 48763 LINDA STANCILL 2329 WEST MILLER ROAD TAWAS CITY, MI 487633
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	FORM 990, PAGE 6, PART VI, LINE 11B	MANAGEMENT, INCLUDING CERTAIN OFFICERS, WORKS DILIGENTLY TO COMPLETE THE FORM 990 AND ATTACHED SCHEDULES IN A THOROUGH MANNER. PRIOR TO FILING THE RETURN, ALL BOARD MEMBERS ARE PROVIDED THE FORM 990 AND MANAGEMENT TEAM MEMBERS ARE AVAILABLE TO ANSWER ANY BOARD MEMBER QUESTIONS.
ENFORCEMENT OF CONFLICTS POLICY	FORM 990, PAGE 6, PART VI, LINE 12C	THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IN THAT ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST, MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF THE COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. THE REMAINING INDIVIDUALS ON THE GOVERNING BOARD OR COMMITTEE MEETING WILL DECIDE IF CONFLICTS OF INTEREST EXIST. EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS ANNUALLY SIGNS A STATEMENT WHICH AFFIRMS SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THAT THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ITS TAX-EXEMPT PURPOSE.
COMPENSATION PROCESS FOR TOP OFFICIAL	FORM 990, PAGE 6, PART VI, LINE 15A	IN DETERMINING COMPENSATION OF THE ORGANIZATION'S CEO THE PROCESS INCLUDED A REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. THE AUDIT COMMITTEE REVIEWED AND APPROVED THE COMPENSATION. IN THE REVIEW OF THE COMPENSATION,THE CEO WAS COMPARED TO OTHER ORGANIZATIONS IN THE AREA THAT HOLD THE SAME TITLE. DURING THE REVIEW AND APPROVAL OF THE COMPENSATION, DOCUMENTATION OF THE DECISION WAS RECORDED IN THE BOARD MINUTES. THE INNDIVIDUAL WAS NOT PRESENT WHEN THEIR COMPENSATION WAS DECIDED.
COMPENSATION PROCESS FOR OFFICERS	FORM 990, PAGE 6, PART VI, LINE 15B	IN DETERMINING COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION, THE PROCESS INCLUDED A REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. THE AUDIT COMMITTEE REVIEWED AND APPROVED THE COMPENSATION. IN THE REVIEW OF THE COMPENSATIONS, THE OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION WERE COMPARED TO OTHER ORGANIZATIONS' EMPLOYEES IN THE AREA THAT HOLD THE SAME TITLE. DURING THE REVIEW AND APPROVAL OF THE COMPENSATION, DOCUMENTATION OF THE DECISION WAS RECORDED IN THE BOARD MINUTES.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	FORM 990, PAGE 6, PART VI, LINE 19	THE ORGANIZATION WILL PROVIDE ANY DOCUMENTS OPEN TO PUBLIC INSPECTION UPON REQUEST.
ADDITIONAL INFORMATION	FORM 990, PART VII	SEC. A, LINE 1A - DONALD R. ELLIS III, M.D. COMPENSATION REPORTED IS FOR SERVICES PROVIDED TO THE HOSPITAL IN HIS ROLE AS A PHYSICIAN NOT FOR HIS ROLE AS A TRUSTEE.
OTHER CHANGES IN NET ASSETS EXPLANATION	FORM 990, PART XI, LINE 5	OTHER CHANGES IN NET ASSETS RELATES TO THE FOLLOWING: DONATIONS FROM RESTRICTION 111,076 RESTRICTED CONTRIBUTIONS USED FOR PROPERTY 310,697 CA DEFERRED PENSION COST 638,338 TOTAL INCREASES 1,060,111 NET ASSETS FROM AFFILIATES ( 75,021) UNREALIZED LOSSES FROM INVESTMENT (UNRESTRICTED) (1,539,871) OTHER PENSION NET ASSET ADJUSTEMENT (3,447,026) TRANSFER TO GENERAL FUND ( 351,252) TEMPORARY RESTRICTED UNREALIZED ( 25,871) TOTAL DECREASES (5,439,041) TOTAL OTHER CHANGES (4,378,930)

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:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBullet

Attach to Form 990. MediumBullet

See separate instructions.

OMB No. 1545-0047

2011

Open to Public Inspection

Name of the organization

ST JOSEPH HEALTH SYSTEM

Employer identification number

38-1443395

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
(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	Yes	No
(1) ASCENSION HEALTH PO BOX 45998 ST LOUIS,MO63145 31-1662309	HEALTHSYST	MO	501(C)	11A	N/A		No
(2) ST JOSEPH HEALTH SYSTEM FOUNDATION 200 HEMLOCK ROAD TAWAS CITY,MI48763 01-0790428	FUNDRAISIN	MI	501(C)	11A	N/A	Yes

For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

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	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code VUBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code VUBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Part IV

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

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership
(1) ST JOSEPH HEALTH ENTERPRISES 200 HEMLOCK ROAD TAWAS,MI48764 38-2686747	OTHERMEDIC	MI	NA	C CORP	702,077	974,838	100.000 %
(2) HEALTH PARTNERS OF NE MI 200 HEMLOCK ROAD TAWAS,MI48764 38-3378622	OTHERMEDIC	MI	NA	C CORP	34	62,286	50.000 %

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

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 . . . . . . . . . . . . . . . . . . . . . . .

b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

f Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

g Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

h Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

i Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .

j Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

k Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .

l Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .

m Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .

n Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

o Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

p Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

q Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

r Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of other organization	(b) Transaction type(a-r)	(c) Amount involved	(d) Method of determining amount involved
(1) ST JOSEPH HEALTH ENTERPRISES	J	166,563	CASH
(2) ASCENSION HEALTH	O	4,551,627	CASH
(3) ST JOSEPH HEALTH ENTERPRISES	P	514,933	CASH
(4) ST JOSEPH HEALTH SYSTEM FOUNDATION	C	70,521	CASH
(5)
(6)

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)	(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 VUBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code VUBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

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

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: AS A CATHOLIC HEALTH MINISTRY OF THE CHURCH, ST. JOSEPH HEALTH SYSTEM'S MISSION IS TO "PROVIDE SPIRITUALLY CENTERED, HOLISTIC CARE WHICH SUSTAINS AND IMPROVES THE HEALTH OF INDIVIDUALS AND COMMUNITIES." THIS INCLUDES ACTING AS ADVOCATES FOR A COMPASSIONATE AND JUST SOCIETY THROUGH OUR ACTIONS AND WORDS. A UNIVERSAL TENET OF CATHOLIC HEALTH ORGANIZATIONS' MISSION STATEMENTS IS CARE FOR ALL PERSONS, ESPECIALLY THE POOR AND VULNERABLE. THE CALL TO BRING GOD'S HEALING TO PERSONS IN NEED IS WHAT COMPELLED THE FOUNDERS OF VARIOUS ORGANIZATIONS TO VENTURE OUT INTO PARTS OF THIS NATION THAT, UNTIL THEIR ARRIVAL, HAD BEEN SORELY UNDERSERVED. FOR MORE THAN 250 YEARS, (58 FOR ST. JOSEPH HEALTH SYSTEM) CATHOLIC HEALTH CARE IN THE UNITED STATES HAS BEEN DRIVEN BY THAT SAME CALL AND HAS GROWN IN WAYS THAT COULD NOT HAVE BEEN IMAGINED.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a).....	3	11
4	Number of independent voting members of the governing body (Part VI, line 1b) ....	4	8
5	Total number of individuals employed in calendar year 2011 (Part V, line 2a) ...	5	617
6	Total number of volunteers (estimate if necessary) ....	6	200
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ..	7a	168,102
b	Net unrelated business taxable income from Form 990-T, line 34 ..	7b	-22,230

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	261,102	340,261
9	Program service revenue (Part VIII, line 2g) .........	56,421,027	59,345,799
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	1,959,578	1,058,114
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	532,695	4,237,334
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)...................	59,174,402	64,981,508
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	8,689	2,149
14	Benefits paid to or for members (Part IX, column (A), line 4).....		0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	31,357,586	31,984,979
16a	Professional fundraising fees (Part IX, column (A), line 11e).....		0
b	Total fundraising expenses (Part IX, column (D), line 25) 118,578
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f)....	27,483,956	27,599,470
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	58,850,231	59,586,598
19	Revenue less expenses. Subtract line 18 from line 12.......	324,171	5,394,910
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	55,064,786	55,318,675
21	Total liabilities (Part X, line 26).............	27,970,627	27,208,536
22	Net assets or fund balances. Subtract line 21 from line 20.....	27,094,159	28,110,139

Sign Here

	Signature of officer	Date

	Type or print name and title.


4a	(Code: ) (Expenses $ 44,432,959 including grants of $ 2,149 ) (Revenue $ 59,270,321 )
	ST. JOSEPH HEALTH SYSTEM (SJHS) PROVIDES A SUBSTANTIAL PORTION OF ITS SERVICES TO THE ELDERLY AND POOR. DURING THE FISCAL YEAR ENDING JUNE 30, 2012, APPROXIMATELY 49% OF THE VALUE OF SERVICES RENDERED WERE TO ELDERLY PATIENTS UNDER THE MEDICARE PROGRAM, AND APPROXIMATELY 16% OF THE SERVICES WERE PROVIDED TO PATIENTS WHO WERE DEEMED ELIGIBLE UNDER STATE, COUNTY, OR HEALTH SYSTEM FINANCIAL ASSISTANCE GUIDELINES. ST. JOSEPH HEALTH SYSTEM ACTIVELY PROVIDES FUNDING AND RESOURCES TO PROMOTE HEALTH SCREENINGS, WELLNESS ACTIVITIES, AND VARIOUS OTHER HEALTH EDUCATION PROGRAMS IN COMMUNITIES WE SERVE, TARGETING SCHOOLS, WOMEN'S HEALTH SEMINARS, HEALTH & WELLNESS SCREENS, AS WELL AS THE GENERAL PUBLIC.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )
	COMMUNITY BENEFITS ARE PROGRAMS OR ACTIVITIES THAT PROVIDE TREATMENT AND/OR PROMOTE HEALTH AND HEALING AS A RESPONSE TO IDENTIFIED COMMUNITY NEEDS. IN EFFORTS TO PROMOTE HEALTHY LIVING, ST. JOSEPH HEALTH SYTEM HAS MADE AVAILABLE THE FOLLOWING PROGRAMS TO THE COMMUNITY: SEE SCHEDULE H DURING THE FISCAL YEAR ENDING JUNE 30, 2012, OUR HOSPITAL TREATED 2,113 INPATIENT ADULTS AND CHILDREN IN THE COMMUNITY FOR A TOTAL OF 5,274 PATIENT DAYS OF SERVICE. THE HOSPITAL ALSO PROVIDED SERVICES TO 213,085 OUTPATIENTS, INCLUDING 3,225 OUTPATIENT SURGERY PATIENTS, 16,471 EMERGENCY ROOM VISITS, 14,491 HOMEBOUND VISITS, AND 4,741 HOSPICE DAYS.

4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses$ 44,432,959

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)............	3,669,819	217,931

(A) Name and Title	(B) Average hours per week (describe hours for related organizations in Schedule O)		(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
(A) Name and Title
(18) PATRICK MURTHA FORMER CEO	0.00	X	255,092	0	11,325
(19) NEELIMADEVI RYALI MD FORMER CHIEF	60.00	X	254,154	0	10,367
(20) MICHAEL WAGNER FORMER CHIEF	60.00	X	239,335	0	6,204

				(A) Total revenue	(B) Related or exempt function revenue	(C) Unrelated business revenue	(D) Revenue excluded from tax under sections 512, 513, or 514
1a	Federated campaigns..1a
b	Membership dues....1b
c	Fundraising events....1c
d	Related organizations...1d		70,521
e	Government grants (contributions)1e		265,240

f	All other contributions, gifts, grants, and similar amounts not included above1f		4,500
g	Noncash contributions included in lines 1a-1f:$
h	Total. Add lines 1a-1f.......			340,261
			Business Code
2a	PATIENT SERVICES			59,270,321	59,270,321
b	LAB SUPPORT SERVICES TO EXTER		621,990	75,478		75,478
c
d
e
f	All other program service revenue .
g	Total. Add lines 2a–2f........			59,345,799
3	Investment income (including dividends, interest
	and other similar amounts).....			1,057,657			1,057,657
4	Income from investment of tax-exempt bond proceeds..
5	Royalties............
		(i) Real	(ii) Personal
6a	Gross rents	11,050
b	Less: rental expenses	41,028
c	Rental income or (loss)	-29,978
d	Net rental income or (loss).......			-29,978			-29,978
		(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory		39,259
b	Less: cost or other basis and sales expenses		38,802
c	Gain or (loss)		457
d	Net gain or (loss)..........			457			457
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..
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...
10a	Gross sales of inventory, less returns and allowances .
	a
b	Less: cost of goods sold ..b
c	Net income or (loss) from sales of inventory..
Miscellaneous Revenue			Business Code
11a	PENSION CURTAILMENT GAIN		621,990	3,447,026			3,447,026
b	MIS REV - CONVEN. OF PATIENTS		621,990	727,662			727,662
c	OCC HEALTH SUPPORT SERVICES		621,990	92,624		92,624
d	All other revenue ....
e	Total. Add lines 11a–11d ......			4,267,312
12	Total revenue. See Instructions....			64,981,508	59,270,321	168,102	5,202,824


				(A) Beginning of year		(B) End of year
1	Cashnon-interest-bearing ..........			1,516,331	1	1,747,677
2	Savings and temporary cash investments .......				2
3	Pledges and grants receivable, net .........			8,164	3	26,090
4	Accounts receivable, net .........			3,786,912	4	4,172,331
5	Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
	Schedule L ..........				5
6	Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
	Schedule L ..........				6
7	Notes and loans receivable, net .............			79,378	7	52,379
8	Inventories for sale or use ..............			1,393,904	8	1,223,868
9	Prepaid expenses and deferred charges ............			4,860,427	9	5,755,869
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	54,484,141
b	Less: accumulated depreciation. .....	10b	34,976,178	20,126,724	10c	19,507,963
11	Investments—publicly traded securities ..........			20,631,536	11	20,571,532
12	Investments—other securities. See Part IV, line 11 ......				12
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets .........				14
15	Other assets. See Part IV, line 11 ...........			2,661,410	15	2,260,966
16	Total assets. Add lines 1 through 15 (must equal line 34)...			55,064,786	16	55,318,675
17	Accounts payable and accrued expenses .			8,240,851	17	7,791,419
18	Grants payable ..........				18
19	Deferred revenue ..........				19
20	Tax-exempt bond liabilities ..........				20
21	Escrow or custodial account liability. Complete Part IV of Schedule D..				21
22	Payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..........				22
23	Secured mortgages and notes payable to unrelated third parties ..				23
24	Unsecured notes and loans payable to unrelated third parties ....				24
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.....			19,729,776	25	19,417,117
26	Total liabilities. Add lines 17 through 25.....			27,970,627	26	27,208,536
	Organizations that follow SFAS 117, check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets .....			26,755,193	27	27,898,723
28	Temporarily restricted net assets .....			338,966	28	211,416
29	Permanently restricted net assets .....				29
	Organizations that do not follow SFAS 117, check here 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 .....			27,094,159	33	28,110,139
34	Total liabilities and net assets/fund balances .....			55,064,786	34	55,318,675