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

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2011
Open to Public Inspection
A For the calendar year, or tax year beginning 07-01-2011 and ending 06-30-2012
BCheck if applicable:
CName of organization
HOLY REDEEMER HEALTH SYSTEM
 
Doing Business As
HOLY REDEEMER HOSPITAL
 
Number and street (or P.O. box if mail is not delivered to street address)
1648 HUNTINGDON PIKE
 
Room/suite
City or town, state or country, and ZIP + 4
MEADOWBROOK, PA19046
D Employer identification number

23-1534300
E Telephone number

G Gross receipts $ 244,724,836
F Name and address of principal officer:
RUSSELL R WAGNER
12265 TOWNSEND RD
PHILADELPHIA,PA19154
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.HOLYREDEEMER.COM
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1956
M State of legal domicile: PA
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: HOLY REDEEMER HEALTH SYSTEM PROVIDES HEALTH CARE SERVICES PRIMARILY THROUGH HOLY REDEEMER HOSPITAL AND MEDICAL CENTER, THE LAFAYETTE-REDEEMER, SAINT JOSEPH MANOR AND HOLY REDEEMER HOME CARE AND HOSPICE.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a)..... 3 16
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 15
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ... 5 4,362
6 Total number of volunteers (estimate if necessary) .... 6 621
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 2,795,119
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b -124,288
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 1,349,692 1,530,595
9 Program service revenue (Part VIII, line 2g) ......... 272,314,014 285,436,476
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 0 0
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 14,866,312 -42,339,940
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 288,530,018 244,627,131
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 0 0
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 141,229,449 141,288,753
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet2,383,251    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 120,955,183 126,022,059
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 262,184,632 267,310,812
19 Revenue less expenses. Subtract line 18 from line 12....... 26,345,386 -22,683,681
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 352,938,725 361,274,637
21 Total liabilities (Part X, line 26)............. 174,750,498 203,080,713
22 Net assets or fund balances. Subtract line 21 from line 20..... 178,188,227 158,193,924
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid preparer use only
Print/type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name Right pointing arrowhead image

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



Phone no.
May the IRS discuss this return with the preparer shown above? See instructions .........bullet
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2011)
Form 990 (2011)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III .........
1
Briefly describe the organization’s mission: AS A CATHOLIC HEALTH SYSTEM, ROOTED IN THE TRADITION OF THE SISTERS OF THE HOLY REDEEMER, WE CARE, COMFORT AND HEAL, FOLLOWING THE EXAMPLE OF JESUS, PROCLAIMING THE HOPE GOD OFFERS IN THE MIDST OF HUMAN STRUGGLE.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 225,230,033 including grants of $   ) (Revenue $ 285,436,476 )
THE HEALTH SYSTEM PROVIDES SERVICES TO ALL PATIENTS REGARDLESS OF ABILITY TO PAY. ALTHOUGH ALL PATIENTS ARE ULTIMELY RESPONSIBLE FOR THOSE SERVICES RENDERED THAT ARE NOT COVERED BY INSURANCE SOME PATIENTS QUALIFY FOR CHARITY CARE BASED ON GUIDELINES ESTABLISHED BY THE HEALTH SYSTEM. THESE GUIDELINES REQUIRE INDIGENCY STATUS BASED ON FEDERAL GUIDELINES. HOLY REDEEMER HOSPITAL AND MEDICAL CENTER IS A REGIONAL PROVIDER FOR ACUTE, AMBULATORY AND EMERGENCY CARE. WITH A STAFF OF MORE THAN 500 PRIMARY CARE PHYSICIANS AND SPECIALISTS, THE HOSPITAL IS WELL KNOWN FOR EXCELLENCE IN CARDIAC CARE, ONCOLOGY, ORTHOPAEDICS AND PEDIATRIC SERVICES, AND OUR DIAGNOSTIC AND REHABILITATION SERVICES ARE AMONG THE BEST. ON CAMPUS, OUR SPORTS MEDICINE CENTER, CHILD CARE CENTER AND MEDICAL OFFICE BUILDING OFFER CONVENIENT AND COMPREHENSIVE SERVICES TO PROVIDE FOR A WIDE RANGE OF HEALTH AND HEALTH-RELATED NEEDS. OUR LONG TERM CARE FACILITIES, THE LAFAYETTE REDEEMER AND SAINT JOSEPH'S MANOR, PROVIDES SERVICES TO OLDER ADULTS AT DIFFERENT LEVELS OF CARE. THE LAFAYETTE-REDEEMER IS A WONDERFUL OPTION FOR ADULTS WHO DESIRE TO MAINTAIN AN INDEPENDENT LIFESTYLE WITH THE ADDED ASURANCE THAT MEDICAL, SOCIAL AND RELIGIOUS SERVICES ARE AVAILABLE. THE FACILITY OFFERS LOVELY PRIVATE RENTAL APARTMENTS SET ON A BEAUTIFUL CAMPUS ADJACENT TO THE WOODS OF PENNYPACK PARK. ASSISTED LIVING UNITS ARE ALSO AVAILABLE, AND THE LAFAYETTE'S 120-BED LONG TERM CARE FACILITY PROVIDES A SEAMLESS TRANSITION IF THE NEED FOR SKILLED NURSING CARE ARISES. THE LAFAYETTE IS ALSO A SITE FOR HOLY REDEEMER'S OUTPATIENT REHABILITATION CENTER, WHICH OFFERS SPEECH, OCCUPATIONAL AND PHYSICAL THERAPY. SAINT JOSEPH'S MANOR HAS BEEN PROVIDING COMPASSIONATE NURSING AND ASSISTED LIVING CARE TO OLDER ADULTS SINCE 1937. ADJACENT TO HOLY REDEEMER HOSPITAL AND MEDICAL CENTER, RESIDENTS HAVE CONVENIENT ACCESS TO PHYSICIANS, DIAGNOSTIC AND EMERGENCY SERVICES. BOTH THE MANOR AND LAFAYETTE ARE MEDICARE AND MEDICAID CERTIFIED. HOLY REDEEMER HOME CARE IS THE LARGEST HOME HEALTH AND HOSPICE ORGANIZATION IN SOUTHEASTERN PENNSYLVANIA AND THE STATE OF NEW JERSEY, PROVIDING ADVANCED CLINICAL CARE IN THE HOME: SKILLED NURSING, REHABILITATION SERVICES, INFUSION AND IV THERAPY, DISEASE MANAGEMENT, HOSPICE AND PALLIATIVE CARE, AND SOCIAL WORK. HOLY REDEEMER HOME CARE OFFERS COMPREHENSIVE, COMPASSIONATE HOME HEALTH AND HOSPICE. HOLY REDEEMER HOME CARE NURSES AND THERAPISTS DELIVER OPTIMAL OUTCOMES, INNOVATIVE SERVICES AND ADVANCED CLINICAL CARE SOLUTIONS. HR HOME CARE IS ALSO RECOGNIZED FOR ITS UNIQUE PROGRAMS FOR SENIORS, LIKE FALLS RISK ASSESSMENTS AND LIFEASSESS.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet$ 225,230,033
Form 990 (2011)
Form 990 (2011)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part II.........................
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part IClick to see attachment....................
6
Yes
 
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Part I.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II..
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III..
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II..........
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H..... Click to see attachment
20a
Yes
 
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statement to this return? Note. All Form 990 filers that operated one or more hospitals must attach audited financial statements. Click to see attachment
20b
Yes
 
Form 990 (2011)
Form 990 (2011)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II..
21
 
No
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III.....
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................ Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
No
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
Yes
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I...... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................ Click to see attachment
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II......................... Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV................... Click to see attachment
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV.. Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule MClick to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............ Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
35b
 
No
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2011)
Form 990 (2011)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V .........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
493
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
4,362
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletCJ
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
 
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
 
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2011)
Form 990 (2011)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI .........
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
If the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
1a
16
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
15
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? .................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ............
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ..........
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
Yes
 
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? ....
10b
Yes
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done ....................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes," to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
PA , NJ
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
HOLY REDEEMER CORPORATE FINANCE
12265 TOWNSEND RD
PHILADELPHIA,PA19154
(215) 856-1114
Form 990 (2011)
Form 990 (2011)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII .........
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) EMILY JANE LEMOLE
BOARD MEMBER
 1.00 X           0 0 0
(2) GEORGE W NISE
BOARD MEMBER
 1.00 X           0 0 0
(3) GUY MC ELWAIN MD
BOARD MEMBER
 1.00 X           0 0 0
(4) HYLAND JOHNS
BOARD MEMBER
 1.00 X           0 0 0
(5) JAMES K PAUL
BOARD MEMBER
 1.00 X           0 0 0
(6) JAMES LYNCH
BOARD MEMBER
 1.00 X           0 0 0
(7) K KULTAR SINGH
BOARD MEMBER
 1.00 X           0 0 0
(8) MARC CRESPI
BOARD MEMBER
 1.00 X           0 0 0
(9) MSGR JOSEPH GARVIN
BOARD MEMBER
 1.00 X           0 0 0
(10) ROBYN WALSH
BOARD MEMBER
 1.00 X           0 0 0
(11) RONALD BROOKS MD
BOARD MEMBER
 1.00 X           0 0 0
(12) WILLIAM R SASSOESQ
CHAIRMAN
 1.00 X           0 0 0
(13) MICHAEL B LAIGN
PRESIDENT
 40.00 X   X       683,855 0 84,094
(14) TIMOTHY J ABELL
BOARD MEMBER
 1.00 X           0 0 0
(15) CHARLES KAHN JR
BOARD MEMBER
 1.00 X           0 0 0
(16) ROBERT WECKENMAN
BOARD MEMBER
 1.00 X           0 0 0
(17) DOLORES TORSITANO
BOARD SECRETARY
 40.00     X       84,079 0 14,073
Form 990 (2011)
Form 990 (2011)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) DONALD FRIEL
ASST TREASURER
 40.00     X       284,372 0 61,908
(19) RUSSELL WAGNER
TREASURER
 40.00     X       313,597 0 66,304
(20) CATHERINE EGAN
VP-EXEC HOSP ADMIN
 40.00       X     174,579 0 15,964
(21) CHARLES WAGNER MD
MEDICAL DIRECTOR
 40.00       X     623,779 0 39,108
(22) DENISE E COLLINS
SR VICE PRESIDENT
 40.00       X     312,421 0 61,944
(23) GEORGE HAMILTON
VP FINANCE
 40.00       X     169,162 0 28,183
(24) JACK DEMPSTER
VP CONSTRUCTION, FAC MGMT
 40.00       X     198,323 0 26,665
(25) JOHN KEPNER
VP
 40.00       X     230,785 0 52,980
(26) JOSEPH CASSIDY RN
VP HUMAN RESOURCES
 40.00       X     214,526 0 31,237
(27) MARIAN THALLNER
VP WOMEN'S & CHILDREN'S SV
 40.00       X     166,248 0 26,299
(28) MICHELE L UROFSKY
SR VICE PRESIDENT
 40.00       X     318,841 0 67,722
(29) PATRICK KENNEDY
SENIOR VP
 40.00       X     215,618 0 50,027
(30) RANDIE OBERLANDER
DIR OF PHARMACY
 40.00       X     169,236 0 25,782
(31) ANTHONY COLLETA MD
CHIEF MEDICAL OFFICER
 40.00       X     421,477 0 64,909
(32) DONALD FOX
VP-HOMECARE
 40.00       X     155,979 0 25,284
(33) ROBERT E HAYES JR
PHYSICAL THERAPIST
 40.00         X   160,988 0 26,750
(34) KAREN RENSON
VP CORP
 40.00         X   133,715 0 13,358
(35) JOSEPH THOMPSON
VP CORP DEVELOPMENT
 40.00         X   134,818 0 24,786
(36) WILLIAM ADAMS
PHYSICIAN
 40.00         X   191,954 0 1,992
(37) GUY HOFFMAN
VP REVENUE CYCLE
 40.00         X   146,983 0 24,591
(38) TONI M HAGUE
SENIOR VP CLINICAL SERVICES
 40.00           X 203,343 0 39,401
(39) BARRY M FABIUS MD
VP MED DIRECTOR GERIATRICS
 40.00           X 241,103 0 48,594
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 5,949,781 0 921,955
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet61
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
SIEMENS MEDICAL SOLUTIONS
51 VALLEY STREAM PARKWAY
MALVERN,PA19355 		COMPUTER SERVICES 10,077,557
AMERIHEALTH HMO
PO BOX 70250
PHILADELPHIA,PA19176 		HEALTH INSURANCE PROVIDER 4,789,787
ARAMARK CORPORATION
25271 NETWORK PLACE
CHICAGO,IL60673 		FOOD SERVICES 4,474,402
OWENS & MINOR
19150 N STEMMONS FREEWAY SUITE 50
DALLAS,TX75207 		MEDICAL SUPPLIES 3,529,100
GENESIS REHABILITATION SERVICES
101 EAST STATE STREET
KENNETT SQUARE,PA19348 		REHAB SERVICES 2,230,194
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet177
Form 990 (2011)
Form 990 (2011)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		1,530,595
g Noncash contributions included in lines 1a-1f:$  
h Total. Add lines 1a-1f.......MediumBullet 1,530,595
Program Service Revenue Business Code
2a NET PATIENT SERVICE RE 622,000 156,683,044 156,683,044    
b NET REVENUE - SNF & RE 623,000 58,838,190 58,838,190    
c HOME CARE REVENUE 621,610 34,639,554 34,639,554    
d OTHER OPERATING REVENU 541,900 21,342,882 20,518,065 824,817  
e DIVIDENDS & INTEREST F   11,962,504 11,962,504    
f All other program service revenue . 1,970,302   1,970,302  
g Total. Add lines 2a–2f........MediumBullet 285,436,476
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet        
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties............MediumBullet        
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory    
b Less: cost or other basis and sales expenses    
c Gain or (loss)    
d Net gain or (loss)..........MediumBullet        
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ...
a 243,180
b Less: direct expenses ...b 97,705
c Net income or (loss) from fundraising events..MediumBullet 145,475   145,475
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a MISCELLANEOUS NON-OPER   10,014 10,014    
b LOSS ON ASSETS RETIRED   -69,329 -69,329    
c LOSS ON DISPOSAL OF DE   -570,542 -570,542    
d All other revenue .... -41,855,558 -41,855,558    
e Total. Add lines 11a–11d ......MediumBullet -42,485,415
12 Total revenue. See Instructions....MediumBullet 244,627,131 240,155,942 2,795,119 145,475
Form 990 (2011)
Form 990 (2011)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Check if Schedule O contains a response to any question in this Part IX. .........
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21    
2 Grants and other assistance to individuals in the United States. See Part IV, line 22    
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 ....        
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 118,489,977 99,886,535 17,718,117 885,325
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 1,622,033 1,479,068 134,297 8,668
9 Other employee benefits ....... 12,254,621 10,043,625 2,039,246 171,750
10 Payroll taxes ........... 8,922,122 7,736,032 1,126,838 59,252
11 Fees for services (non-employees):        
a Management ...... 5,011,574 4,989,852 21,722  
b Legal ......... 962,175 69,083 893,092  
c Accounting ........... 144,000   144,000  
d Lobbying ...........        
e Professional fundraising. See Part IV, line 17..    
f Investment management fees ......        
g Other .......... 2,923,732 219,915 2,703,817  
12 Advertising and promotion .... 1,372,737 37,106 1,324,741 10,890
13 Office expenses ....... 206,220 169,120 30,215 6,885
14 Information technology ...... 7,024,766 5,158,670 1,811,940 54,156
15 Royalties ..        
16 Occupancy ........... 5,510,586 4,149,421 1,075,820 285,345
17 Travel ............ 377,670 120,924 210,075 46,671
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 268,548 29,080 239,468  
20 Interest ........... 5,304,974 4,828,745 476,229  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 15,779,840 13,938,460 1,821,996 19,384
23 Insurance .............. 8,908,876 8,419,607 481,534 7,735
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 TOTAL SUPPLIES 36,274,197 35,117,404 1,069,579 87,214
b BAD DEBT 8,060,944 8,060,944    
c PROFESSIONAL FEES 4,974,692 4,935,062   39,630
d SERVICE CONTRACTS 4,525,454 3,354,560 1,169,141 1,753
e
f All other expenses 18,391,074 12,486,820 5,205,661 698,593
25 Total functional expenses. Add lines 1 through 24f 267,310,812 225,230,033 39,697,528 2,383,251
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2011)
Form 990 (2011)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing ..........   1  
2 Savings and temporary cash investments ....... 17,658,348 2 16,225,794
3 Pledges and grants receivable, net ......... 195,940 3 1,757,468
4 Accounts receivable, net ......... 29,621,437 4 31,860,214
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 .............   7  
8 Inventories for sale or use .............. 2,664,454 8 2,353,011
9 Prepaid expenses and deferred charges ............ 3,855,094 9 4,499,124
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 308,371,494
b Less: accumulated depreciation. ..... 10b 199,977,011 111,339,430 10c 108,394,483
11 Investments—publicly traded securities .......... 115,559,867 11 113,395,030
12 Investments—other securities. See Part IV, line 11 ...... 17,168,623 12 17,781,886
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets .........   14  
15 Other assets. See Part IV, line 11 ........... 54,875,532 15 65,007,627
16 Total assets. Add lines 1 through 15 (must equal line 34)... 352,938,725 16 361,274,637
Liabilities 17 Accounts payable and accrued expenses . 41,654,316 17 47,320,606
18 Grants payable ..........   18  
19 Deferred revenue ..........   19  
20 Tax-exempt bond liabilities .......... 108,148,451 20 106,982,495
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 .. 42,187 23 0
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..... 24,905,544 25 48,777,612
26 Total liabilities. Add lines 17 through 25..... 174,750,498 26 203,080,713
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 172,177,579 27 149,391,737
28 Temporarily restricted net assets ..... 3,484,649 28 6,183,312
29 Permanently restricted net assets ..... 2,525,999 29 2,618,875
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 178,188,227 33 158,193,924
34 Total liabilities and net assets/fund balances ..... 352,938,725 34 361,274,637
Form 990 (2011)
Form 990 (2011)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI .........
1
Total revenue (must equal Part VIII, column (A), line 12) ...
1
244,627,131
2
Total expenses (must equal Part IX, column (A), line 25) ....
2
267,310,812
3
Revenue less expenses. Subtract line 2 from line 1 ...
3
-22,683,681
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
178,188,227
5
Other changes in net assets or fund balances (explain in Schedule O) ...
5
2,689,378
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) ....
6
158,193,924
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII .........
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?....
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O. ...........................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
 
No
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
 
 
Form 990 (2011)
Additional Data


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

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

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

23-1534300
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3..            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..            
6 Public Support. Subtract line 5 from line 4.            
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..            
11 Total support (Add lines 7 through 10).            
12
12
 
13
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2011

Additional Data


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

23-1534300
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on Part I, line 2, of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 2
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
HOLY REDEEMER HEALTH SYSTEM
  		Employer identification number

23-1534300
Part I
Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




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

     
 
   

$  




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

     
 
   

$  




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

     
 
   

$  




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

     
 
   

$  




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

     
 
   

$  




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

Page 3
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
HOLY REDEEMER HEALTH SYSTEM
  		Employer identification number

23-1534300
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
HOLY REDEEMER HEALTH SYSTEM
  		Employer identification number

23-1534300
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
Use duplicate copies of Part III if additional space is needed
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Additional Data


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

23-1534300
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 ....... 107 18
2 Aggregate contributions to (during year) ... 1,763,382 349,260
3 Aggregate grants from (during year) ... 835,036 1,153,672
4 Aggregate value at end of year ....... 8,761,940 7,775,315
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958), relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 2,810,566 2,498,812 2,382,952 2,276,678
b Contributions ........ 4,500 58,423 15,623 367,864
c Net investment earnings, gains, and losses ... 66,281 302,846 91,083 -192,730
d Grants or scholarships ..... 5,634 49,515   43,860
e Other expenditures for facilities
and programs ........ 		    9,154 25,000
f Administrative expenses ....        
g End of year balance ...... 2,875,713 2,810,566 2,498,812 2,382,952
2
Provide the estimated percentage of the year end balance (line 1g) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet100.000 %
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   3,183,180 3,183,180
b Buildings ................   201,531,008 123,589,881 77,941,127
c Leasehold improvements ............   2,886,269 2,274,166 612,103
d Equipment ................   97,344,252 74,112,964 23,231,288
e Other .................   3,426,785   3,426,785
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 108,394,483
Schedule D (Form 990) 2011

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








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








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) DUE FROM AFFILIATES 55,303,057
(2) RESIDENT ESCROW FUND 1,109,692
(3) OTHER ASSETS 8,594,878






Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 65,007,627
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Book value
Federal Income Taxes  
DUE TO AFFILIATES 14,775,975
PENSION FUND PAYABLE 27,697,601
RESIDENT FUND ESCROW 1,971,097
OTHER LIABILITIES 2,716,381
CAPITAL LEASES 1,616,558




Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 48,777,612
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1 244,627,131
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2 267,310,812
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3 -22,683,681
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 2,689,378
9 Total adjustments (net). Add lines 4 through 8 ......................... 9 2,689,378
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10 -19,994,303
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
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THERE ARE SEVERAL ENDOWMENT FUNDS AT HOLY REDEEMER. INTENDED USE OF THESE FUNDS ARE: 1. PROVIDE EDUCATIONAL SCHOLARSHIPS FOR HEALTH SYSTEM EMPLOYEES AND VOLUNTEERS IN HEALTH RELATED STUDIES. 2. PROVIDE FOR OUTSTANDING CARE AND SUPPORT SERVICES TO PATIENTS AT THE CANCER CENTER AT HOLY REDEEMER. 3. PROVIDE SUPPORT FOR CARDIOPULMONARY PREVENTION HEALTH AND FITNESS PROGRAMSS OF HOLY REDEEMER. 4. PROVIDE CAREGIVER SUPPORT FOR HOME HOSPICE CARE. 5. SUPPORT COST OF MAINTENANCE OF CHAPELS THROUGHOUT THE HOLY REDEEMER HEALTH SYSTEM.
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: FIN 48 FOOTNOTE: HOLY REDEEMER HEALTH SYSTEM FOLLOWS THE GUIDANCE IN THE ACCOUNTING STANDARDS REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITYS FINANCIAL STATEMENTS. THE GUIDANCE FURTHER PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX PROVISIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE APPLICATION OF THIS STANDARD HAS NO IMPACT ON HOLY REDEEMERS CONSOLIDATED FINANCIAL STATEMENTS. HOLY REDEEMERS TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE AND LOCAL AUTHORITIES. THE TAX RETURNS FOR THE YEARS 2009 THROUGH 2011 ARE OPEN TO EXAMINATION BY FEDERAL, STATE AND LOCAL AUTHORITIES. WITH THE EXCEPTION OF THE AMBULATORY SURGERY CENTER (ASC) AND HOLY REDEEMER ACTIVE AND RETIREMENT LIVING (HRARL, INC.), ALL ENTITIES ARE NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN CONFORMITY WITH THE INTERNAL REVENUE CODE AND APPLICABLE STATE AND LOCAL TAX STATUTES, TAXABLE INCOME OR LOSS OF ASC IS REQUIRED TO BE REPORTED IN THE TAX RETURNS OF THE OWNERS AND, ACCORDINGLY, NO PROVISION HAS BEEN MADE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS FOR ANY FEDERAL, STATE, OR LOCAL INCOME TAXES. HRARL, INC. RECORDED PROVISIONS FOR FEDERAL, STATE, AND LOCAL TAXES OF $304 FOR EACH OF THE YEARS ENDED JUNE 30, 2012 AND 2011.
PART XI, LINE 8 - OTHER ADJUSTMENTS:   CHANGE IN PENSION LIABILITY INCREASE IN TEMPORARILY RESTRICTED ASSETS 2,698,663. INCREASE IN PERMANENTLY RESTRICTED ASSETS 92,876. FUND TRANSFER TO DRUEDING CENTER PROCEEDS FROM THRIFTSHOP SALES OF 0. DONATED ITEMS -102,161. TOTAL TO SCHEDULE D, PART XI, LINE 8: 2,689,378.
Schedule D (Form 990) 2011

Additional Data


Software ID:  
Software Version:  




SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19,or if the organization entered more than $15,000 on Form 990-EZ, line 6a.right arrowAttach to Form 990 or Form 990-EZ. right arrowSee separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
HOLY REDEEMER HEALTH SYSTEM
 
Employer identification number

23-1534300
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization. Form 990-EZ filers are not required to complete this table.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
Total .................right arrow      
3
List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2011
Schedule G (Form 990 or 990-EZ) 2011
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 on Form 990-EZ, line 6a. List events with gross receipts greater than $5,000.
(a) Event #1

HOLY REDEEMER GOLF CLASSIC
(event type) 		(b) Event #2

PENNSYLVANIA TREE OF LIGHTS
(event type) 		(c) Other Events

  
(total number) 		(d) Total Events
(Add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 203,100 40,080   243,180
2 Less: Charitable
contributions . . . 		       
3 Gross income (line 1
minus line 2) . . . 		203,100 40,080   243,180
VerticalDirectExpenses 4 Cash prizes . . .        
5 Non-cash prizes . . 4,078     4,078
6 Rent/facility costs . . 60,774     60,774
7 Food and beverages . .   1,536   1,536
8 Entertainment . . .        
9 Other direct expenses . 17,284 14,033   31,317
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 97,705
11 Net income summary. Combine lines 3 and 10 in column (d)............ right arrow 145,475
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (Add col. (a) through col. (c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
 
 
 
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," Explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," Explain:
 
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ..........................
Schedule G (Form 990 or 990-EZ) 2011
Schedule G (Form 990 or 990-EZ) 2011
Page 3
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
 
b
An outside facility ........................
13b
 
14
Provide the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
HOLY REDEEMER CORPORATE FINANCE
Address right arrow
12265 TOWNSEND ROAD SUITE 100
PHILADELPHIA,PA19154
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Complete this part to provide additional information for responses to quuestion on Schedule G (see instructions.)
Identifier ReturnReference Explanation
Schedule G (Form 990 or 990-EZ) 2011
Additional Data


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

23-1534300
Part I
Charity Care and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a....
1a
Yes
 
b
If "Yes," was it a written policy? .......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) to determine eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
b
Did the organization use FPG to determine eligibility for providing discounted care? If "Yes," indicate which of the
following was the family income limit for eligibility for discounted care: ............
3b
Yes
 
c
If the organization did not use FPG to determine eligibility, describe in Part VI the income based criteria for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, to determine eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? ..............

4

Yes

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during the tax year? ............................

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount?......
5b
 
No
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care?...............
5c
 
 
6a
Did the organization prepare a community benefit report during the tax year?...........
6a
 
No
b
If "Yes," did the organization make it available to the public? ...............
6b
 
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance
and Means-Tested Government Programs		 (a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) .. 		    881,342   881,342 0.330 %
b Medicaid (from Worksheet 3, column a) .....     8,797,843   8,797,843 3.290 %
c Costs of other means-tested government programs (from Worksheet 3, column b) .     8,447,467   8,447,467 3.160 %
dTotal Financial Assistance and
Means-Tested Government Programs ..... 		    18,126,652   18,126,652 6.780 %
Other Benefits
e Community health improvement
services and community
benefit operations (from
(Worksheet 4) .... 		    372,747   372,747 0.140 %
f Health professions education
(from Worksheet 5) .. 		           
g Subsidized health services
(from Worksheet 6) .. 		    306,662   306,662 0.110 %
h Research (from Worksheet 7)            
i Cash and in-kind contributions for community benefit (from Worksheet 8) ....     9,879   9,879 0 %
jTotal Other Benefits ...     689,288   689,288 0.250 %
kTotal. Add lines 7d and 7j. ..     18,815,940   18,815,940 7.030 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue 		(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing            
2 Economic development            
3 Community support            
4 Environmental improvements            
5 Leadership development and training for community members            
6 Coalition building            
7 Community health improvement advocacy     340,344   340,344 0.130 %
8 Workforce development            
9 Other            
10 Total     340,344   340,344 0.130 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense........
2
3,143,908
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy .....
3
 
4
Provide in Part VI the text of the footnote to the organization's financial statements that describes bad debt expense. In addition, describe the costing methodology used in determining the amounts reported on lines 2 and 3, and rationale for including a portion of bad debt amounts as community benefit.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
65,123,259
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
70,961,578
7
Subtract line 6 from line 5. This is the surplus or (shortfall)........
7
-5,838,319
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI.......................

9b

Yes

 
Part IV
Management Companies and Joint Ventures
(see instructions)
(a) Name of entity (b) Description of primary
activity of entity 		(c) Organization's
profit % or stock
ownership % 		(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership% 		(e) Physicians'
profit % or stock
ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest)
How many hospital facilities did the organization operate during the tax year?1
Name and address 		Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital Research Facility ER-24Hours ER-Other Other (Describe)
1 HOLY REDEEMER HOSPITAL AND MEDCAL CENTER
1648 HUNTINGDON PIKE
MEADOWBROOK,PA19046 		X X X X     X    
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
HOLY REDEEMER HOSPITAL - OPTIONAL
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: 250.000000000000%
If "No," explain in Part VI the criteria the hospital facility used.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care?................. 10 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 250.000000000000%
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
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18 Yes  
If “No,” indicate why:
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility’s policy was not in writing
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Individuals Eligible for Financial Assistance
19 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a The hospital facility used its lowest negotiated commercial insurance rate when calculating the maximum amounts that can be charged
b The hospital facility used the average of it's three lowest negotiated commercial insurance rates when calculating the maximum amounts that can be charged
c The hospital facility used the Medicare rates when calculating the maximum amounts that can be charged
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20   No
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its FAP-eligible patients an amount equal to the gross charge for any services provided to that patient?............................... 21   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Section C. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?4
Name and address Type of Facility (describe)
1 SAINT JOSEPH MANOR
1616 HUNTINGDON PIKE
MEADOWBROOK,PA19046 		SKILLED NURSING FACILITY
2 THE LAFAYETTE REDEEMER
8580 VEREE ROAD
PHILADELPHIA,PA19111 		SKILLED NURSING FACILITY
3 HOLY REDEEMER HOMECARE (VNA-PA)
12265 TOWNSEND ROAD
PHILADELPHIA,PA19154 		HOME CARE NURSING
4 HOLY REDEEMER HOSPICE
12265 TOWNSEND ROAD
PHILADELPHIA,PA19154 		HOSPICE CARE
5
6
7
8
9
10
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VI
Supplemental Information
Complete this part to provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II; Part III, lines 4, 8, and 9b; and Part V, Section B, lines 1j, 3, 4, 5c, 6i, 7, 9, 10, 11h, 13g, 15e, 16e, 17e, 18d, 19d, 20, and 21.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any needs assessments reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Identifier ReturnReference Explanation
    PART I, LINE 7: AS REPORTED IN THE INCOME STATEMENT AND REFLECTED IN THE CHARITY CARE AND COMMUNITY SERVICE SECTION OF THE AUDITOR'S REPORT FOOTNOTE #3. HOLY REDEEMER MAINTAINS RECORDS TO IDENTIFY AND MONITOR THE LEVEL OF CHARITY CARE AND COMMUNITY SERVICE IT PROVIDES. THESE RECORDS INCLUDE THE AMOUNT OF CHARGES FORGONE, BASED ON ESTABLISHED RATES, FOR SERVICES AND SUPPLIES FURNISHED UNDER CHARITY CARE AND COMMUNITY SERVICES POLICIES, THE ESTIMATED COST OF THOSE SERVICES AND SUPPLIES AND STATISTICS QUANTIFYING THE LEVEL OF CHARITY CARE AND COMMUNITY SERVICE. BENEFITS FOR THE POOR INCLUDE SERVICES PROVIDED TO PERSONS WHO CANNOT AFFORD HEALTHCARE BECAUSE OF INADEQUATE RESOURCES AND/OR WHO ARE UNINSURED OR UNDERINSURED. BENEFITS FOR THE BROADER COMMUNITY INCLUDE SERVICES PROVIDED TO OTHER NEEDY POPULATONS THAT MAY NOT QUALIFY AS POOR BUT NEED SPECIAL SERVICES AND SUPPORT. EXAMPLES INCLUDE MATERNITY ASSISTANCE PROGRAMS, HEALTH EVALUATIONS, AND SOCIAL SERVICES.
    PART I, LINE 7G: SUBSIDIZED HEALTH SERVICES WERE FOR EMPLOYEE PROGRAMS; NEGATIVE MARGINS FOR PEDIATRIC REHABILITATION SERVICES, COUNSELING SERVICES AND UNDER-FUNDED PROGRAMS (GRANT SUPPORTED) FOR COMMUNITY HEALTH SERVICES.
    PART II: HOLY REDEEMER IS AN ACTIVE PARTICIPANT IN THE HEALTH AND WELLBEING OF OUR COMMUNITY. FROM REGIONAL HEALTH AND SAFETY TASK FORCE PARTICIPATION, YOUTH EDUCATION AND SCREENINGS TO INTERACTIVE EVENTS THAT PROMOTE HEALTH, HOLY REDEEMER BRINGS OUR MISSION TO CARE, COMFORT, AND HEAL TO OUR COMMUNITY. SINCE 1924 WHEN THE SISTERS OF THE HOLY REDEEMER (SPONSOR OF THE HOLY REDEEMER HEALTH SYSTEM) SETTLED IN HUNTINGDON VALLEY, PA, HOLY REDEEMER HAS BEEN COMMITTED TO HELPING WOMEN AND THEIR CHILDREN AND THE ELDERLY, AND TO FULFILL THAT COMMITMENT HAS DEVELOPED A TRANSITIONAL HOUSING PROGRAM FOR HOMELESS WOMEN AND THEIR CHILDREN, EDUCATION PROGRAMS FOR EXPECTANT PARENTS, HEALTH SERVICES DELIVERED IN THE HOME FOR HOMEBOUND SENIORS, AND EVEN A PARTICIPATORY COMMUNITY GARDENING PROGRAM THAT PROMOTES NUTRITION AND ECOLOGY. HOLY REDEEMER STAFF, VOLUNTEERS, PHYSICIANS AND NURSES EDUCATE COMMUNITY MEMBERS, PATIENTS, AND RESIDENTS ABOUT HOW TO CARE FOR THEMSELVES AND PROVIDE PREVENTATIVE HEALTH INFORMATION TO SENIORS, WOMEN, CHILDREN AND TEENS, ENCOURAGING BEHAVIORS THAT MAY LEAD TO MAJOR IMPROVEMENTS IN PHYSICAL AND EMOTIONAL HEALTH. WE CONDUCT HEALTH FAIRS AND SCREENINGS IN THE COMMUNITY. COMMUNITY SERVICE PROGRAMS AND ACTIVITIES ARE AIMED AT IMPROVING THE GENERAL HEALTH AND WELL BEING OF THE COMMUNITY AS A WHOLE. (SEE LIST.) HOLY REDEEMER LEADERS VOLUNTEER HUNDREDS OF HOURS ON LOCAL NON-PROFIT ORGANIZATION BOARDS CONTRIBUTING TO COMMUNITY DEVELOPMENT AND ENHANCEMENT ACTIVITIES, AS WELL AS WORK FORCE AND HEALTH IMPROVEMENT INITIATIVES.HOLY REDEEMER ALSO PRODUCES AND MAILS QUARTERLY LIFELINKS NEWSLETTER TO 80,000 HOUSEHOLDS IN SOUTHEASTERN PENNSYLVANIA TO ASSIST COMMUNITY MEMBERS WITH EASY TO READ, ACTIONABLE HEALTH AND WELLNESS INFORMATION.
    PART III, LINE 4: FINANCIAL STATEMENT FOOTNOTE ON BAD DEBT ACCOUNTS: HOLY REDEEMER PROVIDES AN ALLOWANCE FOR DOUBTFUL ACCOUNTS FOR ESTIMATED LOSSES RESULTING FROM THE UNWILLINGNESS OR INABILITY OF PATIENTS TO MAKE PAYMENTS FOR SERVICES. THE ALLOWANCE IS DETERMINED BY ANALYZING SPECIFIC ACCOUNTS AND HISTORICAL DATA AND TRENDS. PATIENT ACCOUNTS RECEIVABLE ARE CHARGED OFF AGAINST THE ALLOWANCE FOR DOUBTFUL ACCOUNTS WHEN MANAGEMENT DETERMINES THAT RECOVERY IS UNLIKELY AND HOLY REDEEMER CEASES COLLECTION EFFORTS. LOSSES HAVE BEEN CONSISTENT WITH MANAGEMENT'S EXPECTATIONS.
    PART III, LINE 8: MEDICARE REVENUE AND COST WERE DETERMINED FROM THE ACCOUNTING SYSTEM FOR ALL DIVISIONS OF THIS BUSINESS UNIT - HOLY REDEEMER HEALTH SYSTEM. THE SHORTFALL OR LOSS FROM THE TREATMENTS AND SERVICES RENDERED TO MEDICARE RECIPIENTS SHOULD BE TREATED AS COMMUNITY BENEFIT.
    PART III, LINE 9B: THE FORMAL WRITTEN FINANCIAL ASSISTANCE POLICY CONTAINS SPECIFIC CRITERIA THAT MUST BE MET IN ORDER TO BE DEEMED ELIGIBLE. THE PATIENT IS RESPONSIBLE FOR PROVIDING HOLY REDEEMER WITH ALL NECESSARY INFORMATION IN ORDER TO MAKE AN INFORMED DECISION AS TO THE AMOUNT OF FINANCIAL ASSISTANCE THAT MAY BE OFFERED.
HOLY REDEEMER HOSPITAL - OPTIONAL   PART V, SECTION B, LINE 19D: FAP-ELIGIBLE INDIVIDUALS TREATED FOR EMERGENCY OR OTHER MEDICALLY NECESSARY CARE ARE NOT CHARGED A FEE IF THEY MEET AT LEAST 250% OF THE FEDERAL POVERTY GUIDELINE (FPG).
    PART VI, LINE 2: AS AN ORGANIZATION, WE HAVE CONTINUALLY ASSESSED THE HEALTH CARE NEEDS OF THE COMMUNITY WE SERVE USING THE PHMC COMMUNITY HEALTH DATA BASE, TRACKING THE COMMUNITY'S HEALTH STATUS, AS WELL AS OTHER PERTINENT STATISTICS. WE ARE CURRENTLY IN THE PROCESS OF DEVELOPING A FORMAL COMMUNITY NEEDS ASSESSMENT FOR PUBLICATION.
    PART VI, LINE 3: HOLY REDEEMER ENGAGES AN EXTERNAL CONSULTANT TO ASSIST PATIENTS WITH OBTAINING MEDICAL ASSISTANCE FROM THE STATE OF PENNSYLVANIA. THIS FUNCTION BEGINS IN THE EMERGENCY DEPARTMENT AND CONTINUES IF THE PATIENT IS ADMITTED. IF THE PATIENT IS DISCHARGED FROM THE EMERGENCY DEPARTMENT, EVERY EFFORT IS MADE TO ASSIST THE PATIENT ONCE THEY RETURN HOME. WHILE INHOUSE, THE PATIENT WILL RECEIVE A VISIT(S) FROM THE FINANCIAL COUNSELOR TO ASSIST IN THE COMPLETION OF THE FORMS NECESSARY FOR MEDICAID. A PATIENT MAY QUALIFY FOR CHARITY CARE EVEN IF THEY ARE NOT ELIGIBLE FOR MEDICAL ASSISTANCE. THE PATIENT WOULD BE MADE AWARE OF THIS PROCESS ONCE A DETERMINATION HAS BEEN MADE AT THE STATE LEVEL.A PATIENT MAY CONTACT OUR CUSTOMER SERVICE CENTER ANYTIME TO REQUEST ASSISTANCE WITH PAYING THEIR PATIENT LIABILITIES. HOLY REDEEMER HEALT SYSTEM EXTENDS CHARITY TO THOSE THAT MEET CRITERIA USING A FORMULA AT 250% OF THE FEDERAL POVERTY LEVEL. A FINANCIAL ASSISTANCE APPLICATION MUST BE COMPLETED BEFORE DETERMINATION CAN BE MADE AS IT RELATES TO EXTENDING CHARITY CARE.
    PART VI, LINE 4: HOLY REDEEMER HEALTH SYSTEM'S SERVICE AREA INCLUDES PHILADELPHIA, MONTGOMERY, AND BUCKS COUNTIES IN SOUTHEASTERN PENNSYLVANIA. THE HOLY REDEEMER HOMECARE AND HOSPICE IN NEW JERSEY ALSO SERVES ELEVEN COUNTIES IN NEW JERSEY INCLUDING CAPE MAY, ATLANTIC, OCEAN, CAMDEN, GLOUCESTER, SALEM, CUMBERLAND, MONMOUTH, MIDDLESEX, SOMERSET AND UNION COUNTIES. THE SYSTEM PROVIDES SERVICES FOR OVER 5.2 MILLION PEOPLE THROUGHOUT THE PRIMARY, SECONDARY AND NEW JERSEY SERVICE AREAS. THE SOUTHEASTERN PENNSYLVANIA MARKET (PRIMARY AND SECONDARY SERVICE AREAS) INCLUDES AREAS SERVED BY THE HOLY REDEEMER HOSPITAL AND MEDICAL CENTER, ST. JOSEPH MANOR, LAFAYETTE-REDEEMER AND HOLY REDEEMER HOME HEALTH AND HOSPICE SERVICES.PRIMARY SERVICE AREA: IN PENNSYLVANIA, THE SYSTEM PRIMARILY SERVES EASTERN MONTGOMERY COUNTY, SOUTHEASTERN BUCKS COUNTY AND NORTHEASTERN PHILADELPHIA COUNTY. THE PRIMARY SERVICE AREA ("PSA") IS COMPRISED OF FIVE ZIP CODES IN MONTGOMERY COUNTY, FIVE ZIP CODES IN BUCKS COUNTY AND TEN ZIP CODES IN PHILADELPHIA COUNTY. APPROXIMATELY 676,000 PEOPLE RESIDE IN THE SYSTEM'S PSA. FEMALES MAKE UP 51.8 PERCENT OF THE PSA POPULATION AND WOMEN OF CHILD BEARING AGE (AGE 15 TO 44) 19.4 PERCENT. THE PSA POPULATION SEGMENT AGE 65 AND OLDER IS 28 PERCENT OF THE TOTAL POPULATION COMPARED TO 24.6 PERCENT FOR THE UNITED STATES, WITH A PROJECTED INCREASE TO 30.1 PERCENT IN 2015. OF THE TOTAL PSA POPULATION, THE MAJOR RACE CATEGORIES INCLUDE WHITE NON-HISPANIC WHICH MAKES UP 68 PERCENT, BLACK 12 PERCENT, HISPANIC 11.8 PERCENT AND ASIAN 6.4 PERCENT. THE AVERAGE HOUSEHOLD INCOME OF THE PSA IS $68,900, LESS THAN THE U.S. AVERAGE HOUSEHOLD INCOME OF $71,071. OVER 49 PERCENT OF THE POPULATION HAS A HIGH SCHOOL DEGREE OR LESS.SECONDARY SERVICE AREA: THE SYSTEM'S SECONDARY SERVICE AREA ("SSA") IS COMPRISED OF FIVE ZIP CODES IN MONTGOMERY COUNTIES, FOUR ZIP CODES IN BUCKS COUNTY AND ONE ZIP CODE IN PHILADELPHIA COUNTY. THE POPULATION IN THE SSA IS ABOUT 300,000, AND THE MEDIAN AGE IS 40.SOME OF THE SERVICE AREAS FOR THE VARIOUS ENTITIES IN THE HEALTH SYSTEM VARY SLIGHTLY FROM THE OVERALL SYSTEM SERVICE AREA. THE HOSPITAL INPATIENT AND OUTPATIENT SERVICE AREAS ARE ESSENTIALLY THE SAME AS THE OVERALL SYSTEM SERVICE AREA. THE CLIENTS SERVED BY HRHS ARE SKEWED MORE HEAVILY TOWARD BUCKS AND PHILADELPHIA COUNTIES, AND REACH FURTHER OUT INTO BUCKS AND PHILADELPHIA COUNTIES THAN OTHER SYSTEM ENTITIES.
    PART VI, LINE 5: HOLY REDEEMER HEALTH SYSTEM IS GOVERNED BY A BOARD OF DIRECTORS CONSISTING OF CONCERNED COMMUNITY MEMBERS. WHILE SOME PHYSICIANS ARE EMPLOYED, THE VAST MAJORITY OF THE 500+ DOCTORS WITH PRIVILEGES AT HOLY REDEEMER HOSPITAL, HOLY REDEEMER ST. JOSEPH MANOR, AND HOLY REDEEMER LAFAYETTE ARE COMMUNITY BASED AND IN PRIVATE PRACTICE. THE EXPERTISE OF OVER 3,349 EMPLOYEES IS SHARED READILY WITH THE COMMUNITY THROUGH EDUCATIONAL PROGRAMS, SCREENINGS, AND INTERACTIVE EVENTS THAT PROMOTE HEALTHY LIFESTYLE AND PREVENTION OF ILLNESS. HOLY REDEEMER HEALTH SYSTEM PROVIDES GOVERNANCE, PROFESSIONAL AND FINANCIAL SUPPORT TO DRUEDING CENTER, A TRANSITIONAL HOUSING PROGRAM AND LIFE SKILLS DEVELOPMENT SERVICE FOR HOMELESS WOMEN AND THEIR CHILDREN, AND HUD APPROVED HOUSING FOR LOW INCOME SENIORS.
    PART VI, LINE 6: HOLY REDEEMER HEALTH SYSTEM IS CENTRALLY GOVERNED. EACH OF THE HEALTHCARE, HOMECARE AND LIFECARE ENTITIES THAT COMPRISE HOLY REDEEMER PROVIDES EDUCATION AND OUTREACH TO THEIR SPECIAL POPULATIONSFOR INSTANCE, PRENATAL CLASSES FOR EXPECTANT PARENTS, FOOD PANTRIES FOR THE HUNGRY, SUPPORT GROUPS, AND SCREENINGS FOR THOSE WITHOUT HEALTH INSURANCE. FOLLOWING IS A COMPREHENSIVE LIST OF COMMUNITY SERVICES PROVIDED IN FY 2012:HOLY REDEEMER IS INVOLVED WITH SEVERAL COMMUNITY PARTNERS:1. ABINGTON COMMUNITY TASKFORCE-ORGANIZATIONS SUPPORTING A CARING COMMUNITY-THIS ORGANIZATION IS A COALITION OF PARENTS AND STUDENTS, AS WELL AS ABINGTON- AND ROCKLEDGE- BASED REPRESENTATIVES FROM EDUCATIONAL, RELIGIOUS, SOCIAL SERVICES, RECREATIONAL, CIVIC AND LAW ENFORCEMENT ORGANIZATIONS WITH A MISSION TO CREATE A RESPONSIBLE, CARING AND SAFE COMMUNITY. THE FOCUS OF ACT HAS BEEN TO PROMOTE HEALTHY YOUTH ACTIVITIES, TO INCREASE AWARENESS AMONG CITIZENS ABOUT THESE ACTIVITIES IN THE COMMUNITY AND GIVE RECOGNITION TO OUTSTANDING PARTNERSHIPS IN ABINGTON. HOLY REDEEMER HAS BEEN INVOLVED WITH ACT ON SEVERAL INITIATIVES SUCH AS THE ANNUAL TEEN FORUM, IN-SERVICES, TEAM BUILDING AND COMMUNITY ACTIVITIES.2. HOLY REDEEMER & ST. HILARY OF POITIERS COMMUNITY GARDEN PROJECT-THE SECOND GRADE CLASS OF A LOCAL GRADE SCHOOL, ST HILARY OF POITIERS, THEIR PRINCIPAL, AND TEACHER PARTICIPATE IN A SCHOOL GARDEN PROGRAM. THE PROGRAM INCLUDES CLASSROOM EDUCATION WITH A HOLY REDEEMER DIETITIAN, GARDEN VISITS AND PLANTING IN THE SISTERS OF THE HOLY REDEEMERS GARDEN. PLANTING INCLUDES SUMMER FRUIT VARIETIES AND GARDEN VEGETABLES, HERBS AND FLOWERS. THE CURRICULUM INCLUDES CARE OF ENVIRONMENT, HEALTHY EATING, AND SHARING THE GARDEN PRODUCE WITH THOSE WHO DONT HAVE ACCESS TO HEALTHY FOODS.3. IPV PEDIATRIC CHAMPIONS PROJECT-HOLY REDEEMER HAS PARTNERED WITH THE INSTITUTE FOR SAFE FAMILIES ALONG WITH COOPER UNIVERSITY HOSPITAL, ALBERT EINSTEIN MEDICAL CENTER, ST. CHRISTOPHERS HOSPITAL FOR CHILDREN, AND THE CHILDRENS HOSPITAL OF PHILADELPHIA (CHOP) TO CREATE AND SUPPORT THE PEDIATRIC HEALTH COMMUNITY AROUND THE ISSUE OF INTIMATE PARTNER VIOLENCE (IPV). ISF WILL DEVELOP IPV PEDIATRIC CHAMPIONSTEAMS OF SKILLED HEALTH CARE PROFESSIONALS IN A PEDIATRIC SETTING WHO WILL PROVIDE SCREENING, INTERVENTION AND RESOURCES FOR FAMILIES AFFECTED BY DOMESTIC VIOLENCE. HOLY REDEEMER STAFF INVOLVED INCLUDES PEDIATRICIANS, PEDIATRIC NURSES AND PRENATAL EDUCATORS, AND OTHERS AS DETERMINED.4. AARP-HOLY REDEEMER WORKS WITH AARP TO PROVIDE SAFE DRIVING CLASSES FOR SENIORS AT SEVERAL LOCATIONS WITHIN THE HEALTH SYSTEM. HOLY REDEEMER PROVIDES THE FOLLOWING SERVICES TO OUR COMMUNITY:ALL ACTIVITIES ARE FREE UNLESS OTHERWISE NOTED.SUPPORT GROUPSBREAST FRIENDS FOR ANYONE WHO HAS OR WHO HAS HAD BREAST CANCERCARES-CANCER RESOURCES EDUCATION AND SUPPORT FOR ANYONE WITH A CANCER DIAGNOSIS AND THEIR LOVED ONES.LIVING IN MY GENES FOR BRCA-POSITIVE INDIVIDUALS AT RISK FOR BREAST CANCERMENS ONLY BEREAVEMENT SUPPORTMETA FRIENDS FOR MEN AND WOMEN WITH END-STAGE BREAST CANCERUNITE, INC. SUPPORT GROUP FOR THOSE WHO HAVE LOST A BABYANNUAL INFANT MEMORIAL SERVICE FOR THOSE WHO HAVE LOST AN INFANT OR SUFFERED A MISCARRIAGE.TREE OF LIFE BEREAVEMENT AND MEMORIAL SERVICES FOR HOSPICE FAMILIES. MULTIPLE LOCATIONS IN PA AND NEW JERSEY.EDUCATIONAL EVENTSDIABETES SELF-MANAGEMENT CLASSES, OFFERED SEVERAL TIMES PER YEAR. (COST GENERALLY COVERED BY HEALTH INSURANCE.)HEART HEALTHY EXPO EDUCATES ABOUT HEART DISEASE AND WOMEN, HELD ANNUALLY AT A LOCAL MALL.LECTURE WITH THE SWEATS, A LECTURE SERIES FOR THE 60+ POPULATION ON A VARIETY OF HEALTH AND LIFESTYLE TOPICS.DEPRESSION AND ANXIETY SCREENINGLOOK GOOD, FEEL BETTER FOR WOMEN WITH CANCER NATIONAL HEALTH CARE DECISION DAY ACTIVITIESSLEEP APNEA IN CHILDREN AND ADULTS, AN ANNUAL LECTURE AND DEMONSTRATION AARP DRIVER SAFETY PROGRAMUNDERSTANDING GRIEF WORKSHOPCHILDBIRTH EDUCATION CLASSESINFANT MASSAGE CLASSESUPPER MORELAND SCHOOL DISTRICT WELLNESS FAIR LECTURE TO DISTRICT STAFF COMMUNITY INTERACTION AND EDUCATIONAL OUTREACHAMERICAN DIABETES ASSOCIATIONS TOUR DE CUREAMERICAN HEART ASSOCIATION HEART WALKBIG SMALL WALKHEART HEALTHY EXPOLADIES ANCIENT ORDER OF HIBERNIANS BREAST CANCER WALKLADIES OF PORT RICHMOND BREAST CANCER WALKNATIONAL HEALTHCARE DECISIONS DAYPHILADELPHIA ARTHRITIS WALKSENATOR GREENLEAFS COMMUNITY NIGHT*SLEEP APNEA IN ADULTS AND CHILDRENSURVIVORS DAY BRUNCHUPPER SOUTHAMPTON FIRE COMPANY FIRE PREVENTION NIGHT*SCREENINGSBLOOD PRESSURE SCREENINGS AT EVENTS THROUGHOUT THE REGIONBODY MASS INDEX MEASUREMENT AND INFORMATION PROVIDED AT EVENTS IN THE COMMUNITYMAMMOGRAMS OFFERED FREE TO UNINSURED WOMEN SEMI-ANNUALLYVARICOSE VEIN SCREENINGPUBLICATIONLIFELINKS, OUR COMMUNITY MAGAZINE, IS PUBLISHED QUARTERLY, DISTRIBUTED TO 80,000 HOUSEHOLDS, AND FOCUSES ON HEALTH AND WELLNESS INFORMATION AND THE NUMEROUS EVENTS ASSOCIATED WITH HOLY REDEEMER HOSPITAL. TOPICS COVERED INCLUDE PREGNANCY, CARDIOVASCULAR HEALTH, BREAST CANCER, LUNG CANCER, HOLISTIC HEALTH, DIABETES, AND SENIOR HEALTH.DIGITAL RESOURCESCARING WITH CONFIDENCE: SUPPORT FOR END OF LIFE CAREGIVERS. THIS CONTENT-RICH ONLINE COMMUNITY INCLUDES INFORMATIONAL POSTS, FACT SHEETS, WEB RESOURCES, AND A FORUM FOR THOSE WHO ARE OFTEN ISOLATED WHILE CARING FOR A LOVED ONE WITH ADVANCED ILLNESS. OUR GOAL IS TO BOLSTER CAREGIVER CONFIDENCE BY SHARING INFORMATION AND CREATING A FORUM FOR THOSE EXPERIENCING THE LOSS OF A LOVED ONE, WHEREVER THEY MAY BE.HEALTH LIBRARY ON WWW.HOLYREDEEMER.COMWWW.FACEBOOK.COM/HOLYREDEEMERHEALTH POSTS HEALTH INFORMATION, CURRENT EVENTS RELATED TO HEALTHCARE, AND COMMUNITY EDUCATIONAL EVENTS.
REPORTS FILED WITH STATES PART VI, LINE 7 PA,NJ
Schedule H (Form 990) 2011
Additional Data


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

23-1534300
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
 
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and column (E) for that individual.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) MICHAEL B LAIGN (i)
(ii)		 575,518
0 		75,043
0 		33,294
0 		48,792
0 		35,302
0 		767,949
0 		0
0
(2) DONALD FRIEL (i)
(ii)		 261,335
0 		0
0 		23,037
0 		31,360
0 		30,548
0 		346,280
0 		0
0
(3) RUSSELL WAGNER (i)
(ii)		 283,873
0 		0
0 		29,724
0 		34,065
0 		32,239
0 		379,901
0 		0
0
(4) CATHERINE EGAN (i)
(ii)		 174,579
0 		0
0 		0
0 		0
0 		15,964
0 		190,543
0 		0
0
(5) CHARLES WAGNER MD (i)
(ii)		 170,779
0 		0
0 		453,000
0 		20,493
0 		18,615
0 		662,887
0 		0
0
(6) DENISE E COLLINS (i)
(ii)		 277,687
0 		15,000
0 		19,734
0 		35,122
0 		26,822
0 		374,365
0 		0
0
(7) GEORGE HAMILTON (i)
(ii)		 164,162
0 		5,000
0 		0
0 		0
0 		28,183
0 		197,345
0 		0
0
(8) JACK DEMPSTER (i)
(ii)		 153,323
0 		30,000
0 		15,000
0 		0
0 		26,665
0 		224,988
0 		0
0
(9) JOHN KEPNER (i)
(ii)		 228,090
0 		0
0 		2,695
0 		22,809
0 		30,171
0 		283,765
0 		0
0
(10) JOSEPH CASSIDY RN (i)
(ii)		 196,530
0 		0
0 		17,996
0 		14,740
0 		16,497
0 		245,763
0 		0
0
(11) MARIAN THALLNER (i)
(ii)		 166,248
0 		0
0 		0
0 		0
0 		26,299
0 		192,547
0 		0
0
(12) MICHELE L UROFSKY (i)
(ii)		 291,931
0 		0
0 		26,910
0 		35,032
0 		32,690
0 		386,563
0 		0
0
(13) PATRICK KENNEDY (i)
(ii)		 207,603
0 		0
0 		8,015
0 		20,760
0 		29,267
0 		265,645
0 		0
0
(14) RANDIE OBERLANDER (i)
(ii)		 169,236
0 		0
0 		0
0 		0
0 		25,782
0 		195,018
0 		0
0
(15) ANTHONY COLLETA MD (i)
(ii)		 398,260
0 		20,000
0 		3,217
0 		31,370
0 		33,539
0 		486,386
0 		0
0
(16) DONALD FOX (i)
(ii)		 145,117
0 		10,000
0 		862
0 		0
0 		25,284
0 		181,263
0 		0
0
(17) ROBERT E HAYES JR (i)
(ii)		 160,988
0 		0
0 		0
0 		0
0 		26,750
0 		187,738
0 		0
0
(18) JOSEPH THOMPSON (i)
(ii)		 134,818
0 		0
0 		0
0 		0
0 		24,786
0 		159,604
0 		0
0
(19) WILLIAM ADAMS (i)
(ii)		 191,954
0 		0
0 		0
0 		0
0 		1,992
0 		193,946
0 		0
0
(20) GUY HOFFMAN (i)
(ii)		 144,302
0 		0
0 		2,681
0 		0
0 		24,591
0 		171,574
0 		0
0
(21) TONI M HAGUE (i)
(ii)		 187,166
0 		0
0 		16,177
0 		16,845
0 		22,556
0 		242,744
0 		0
0
(22) BARRY M FABIUS MD (i)
(ii)		 214,137
0 		0
0 		26,966
0 		19,272
0 		29,322
0 		289,697
0 		0
0
Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
SUPPLEMENTAL INFORMATION PART III THE ORGANIZATION DO NOT PROVIDE ANY OF THE LISTED ITEMS IN PART I, LINE 1A, TO ANY OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES AND STAFFS.
Schedule J (Form 990) 2011

Additional Data


Software ID:  
Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
HOLY REDEEMER HEALTH SYSTEM
 
Employer identification number
23-1534300
Part I
Bond Issues
(a) Issuer Name (b) Issuer EIN (c) CUSIP # (d) Date Issued (e) Issue Price (f) Description of Purpose (g) Defeased (h) On
Behalf of
Issuer 		(i) Pool
financing
Yes No Yes No Yes No
A MONTGOMERY COUNTY HIGHER EDUC & HEALTH AUTHORITY
  		23-2447147 613603LE7 09-15-1997 108,040,000 SEE EXPLANATION IN SCHEDULE O.   X   X   X
B MONTGOMERY COUNTY HIGHER EDUC & HEALTH AUTHORITY
  		23-2447147 613603PX1 01-12-2006 30,000,000 SEE EXPLANATION IN SCHEDULE O.   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . .        
2 Amount of bonds legally defeased . . . . . . . . . .        
3 Total proceeds of issue . . . . . . . . . . . . . 108,040,000 30,000,000    
4 Gross proceeds in reserve funds . . . . . . . . 3,401,970 3,000,000    
5 Capitalized interest from proceeds . . . . . . . . . .        
6 Proceeds in refunding escrows . . . . . . . . . . . 43,853,177      
7 Issuance costs from proceeds . . . . . . . . . . . 5,676,882 1,134,200    
8 Credit enhancement from proceeds . . . . . . . . . .        
9 Working capital expenditures from proceeds . . . . . . .        
10 Capital expenditures from proceeds . . . . . . . . . . 55,107,971 25,865,800    
11 Other spent proceeds . . . . . . . . . . .        
12 Other unspent proceeds . . . . . . . . . . .        
13 Year of substantial completion . . . . . . . . . . . 1999 2009
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . X     X        
15 Were the bonds issued as part of an advance refunding issue? . . . . X     X        
16 Has the final allocation of proceeds been made? . . . . . . X   X          
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . X   X          
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X   X        
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . . X     X        
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2011
Schedule K (Form 990) 2011
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . .   X   X        
b If ‘Yes’ to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? . . . . .                
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . .   X   X        
d If ‘Yes’ to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? .                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet   %   %   %   %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet   %   %   %   %
6 Total of lines 4 and 5 . . .. . . . . . . . .   %   %   %   %
7 Does the bond issue meet the private security or payment test? . . .   X   X        
8 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2?
  X   X        
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has a Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate, been filed with respect to the bond issue? . . . X   X          
2 Is the bond issue a variable rate issue?   X   X        
3a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X        
b Name of provider . . . . . . . .  
  		 
  		 
  		 
 
c Term of hedge . . . . . . . .        
d Was the hedge superintegrated? . . . .                
e Was a hedge terminated? . . . . .                
4a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . .   X   X        
b Name of provider . . . . . .  
  		 
  		 
  		 
 
c Term of GIC . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . . .                
5 Were any gross proceeds invested beyond an available temporary period? . . . . . .   X   X        
6 Did the bond issue qualify for an exception to rebate? .   X   X        
7 Has the organization established written procedures to monitor the requirements of section 148? . . .   X   X        
Schedule K (Form 990) 2011

Schedule K (Form 990) 2011
Page 3
Part V
Procedures To Undertake Corrective Action
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? . . . . . . . . . . . . . .
Part VI
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
Schedule K (Form 990) 2011

Additional Data


Software ID:  
Software Version:  

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

23-1534300
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501 (c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Description of transaction (c) Corrected?
Yes No





2
Enter the amount of tax imposed on the organization managers or disqualified persons during the year under section 4958. ......................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 26, or Form 990-EZ, Part V, line 38a.
(a) Name of interested person and purpose (b) Loan to or from the organization? (c)Original principal amount (d)Balance due (e) In default? (f) Approved by board or committee? (g)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b)Relationship between interested person and the organization (c)Amount of grant or type of assistance
For Privacy Act and Paperwork Reduction Act Notice, see the
Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2011
Schedule L (Form 990 or 990-EZ) 2011
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) WILLIAM SASSO ESQ TRUSTEE   TRUSTEE IS A PARTNER OF LEGAL FIRM DOING BUSINESS WITH ALL RELATED ORGANIZATIONS IN HOPLY REDEEMER HEALTH SYSTEM.   No
(2) RONALD BROOKS TRUSTEE   TRUSTEE IS THE MEDICAL DIRECTOR OF INDEPENDENCE BLUE CROSS.   No
(3) CHARLES KAHN JR TRUSTEE   TRUSTEE IS CO-OWNER OF REAL ESTATE BUSINESS RENTING CERTAIN OFFICES TO A RELATED ORGANIZATION AT MARKET RATE.   No
(4) TIMOTHY J ABELL TRUSTEE   TRUSTEE IS AN OFFICER OF A FINANCIAL INSTITUTION DOING BUSINESS WITH THE ORGANIZATION.   No
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2011

Additional Data


Software ID:  
Software Version:  




SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
NonCash Contributions
Right pointing arrow large imageComplete if the organization answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
HOLY REDEEMER HEALTH SYSTEM
 
Employer identification number

23-1534300
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of Contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		X 991,702 AMOUNT SOLD AT THRIFTSHO
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded .        
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
 
No
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ............................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report revenues in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) 2011
Schedule M (Form 990) 2011
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33 and whether the organization is reporting in Part I, column (b) the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Identifier Return Reference Explanation
Schedule M (Form 990) 2011
Additional Data


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

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

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

23-1534300
Identifier Return Reference Explanation
DOING BUSINESS AS FORM 990, PART I, ITEM C DBA: HOLY REDEEMER THRIFT STORE DBA: HOLY REDEEMER HOMECARE DBA: HOLY REDEEMER LAFAYETTE DBA: HOLY REDEEMER ST. JOSEPH MANOR DBA: HOLY REDEEMER SUPPORT AT HOME DBA: HOLY REDEEMER MULTICARE SERVICES DBA: HOLY REDEEMER MEDICAL MESSAGING
  FORM 990, PART VI, SECTION A, LINE 6 HOLY REDEEMER MINISTRIES, A RELATED ORGANIZATION, IS A MEMBER THAT HAS RESERVE POWERS ON THE ORGANIZATION.
  FORM 990, PART VI, SECTION A, LINE 7A HOLY REDEEMER MINISTRIES IS A MEMBER AND HAS RESERVE POWERS ON THE ORGANIZATION.
  FORM 990, PART VI, SECTION A, LINE 7B HOLY REDEEMER MINISTRIES HAS RESERVE POWERS ON THE ORGANIZATION.
  FORM 990, PART VI, SECTION B, LINE 11 A COPY OF FORM 990 IS PUBLISHED IN A SECURE INTERNAL WEBSITE. THE GOVERNING BODY IS NOTIFIED AND EACH BOARD MEMBER ARE ISSUED AN INDIVIDUAL ACCESS CODE TO RETRIEVE AND REVIEW THE FORM 990. THESE ARE ALL DONE PRIOR TO FILING THE FORM 990.
  FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST STATEMENT IS REVIEWED, ACKNOWLEDGE AND SIGNED BY EACH KEY EMPLOYEES, OFFICERS AND TRUSTEES OF THE ORGANIZATION ANNUALLY.
  FORM 990, PART VI, SECTION B, LINE 15 HOLY REDEEMER HEALTH SYSTEM BOARD OF TRUSTEES THROUGH THE COMMITTEE THAT OVERSEES EXECUTIVE AND PHYSICIAN COMPENSATION PERIODICALLY ENGAGES THE SERVICES OF INTEGRATED HEALTHCARE STRATEGIES, A CONSULTING FIRM WITH EXPERTISE IN HEALTH CARE EXECUTIVE COMPENSATION, TO REVIEW THE EXTERNAL MARKET DATA. THE MARKET DATA PROVIDES COMPARABLE COMPENSATION LEVELS BASED ON GEOGRAPHY, REVENUE SIZE AND OTHER FACTORS TO DETERMINE A MARKET RANGE FOR EACH EXECUTIVE. THE RESULTS OF THEIR FINDINGS ARE SHARED DIRECTLY WITH THE GOVERNANCE AND LEADERSHIP COMMITTEE OF THE BOARD OF TRUSTEES.
  FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS ARE AVAILABLE ON DAC BONDS QUARTERLY REPORT. THE ORGANIZATION'S FORM 990, CONFLICTS OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THESE ARE MADE AVAILABLE TO INDIVIDUALS THAT MAKES A REQUEST IN PERSON IMMEDIATELY AFTER COMPLETING AND SIGNING A FORMAL REQUEST FORM IDENTIFYING THEMSELVES AND PROVIDING THEIR ADDRESSES. ALL OTHER WRITTEN REQUESTS FROM INDIVIDUALS, FOUNDATIONS OR GOVERNMENT AGENCIES ARE HONORED WITHIN 30 DAYS OF RECEIPT. NOTICE OF ANNUAL PUBLIC MEETING OF THE CORPORATION IS ADVERTISED IN LOCAL NEWSPAPERS.
CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: CHANGE IN PENSION LIABILITY INCREASE IN TEMPORARILY RESTRICTED ASSETS 2,698,663. INCREASE IN PERMANENTLY RESTRICTED ASSETS 92,876. FUND TRANSFER TO DRUEDING CENTER PROCEEDS FROM THRIFTSHOP SALES OF 0. DONATED ITEMS -102,161. TOTAL TO FORM 990, PART XI, LINE 5: 2,689,378.
FINANCIAL STATEMENTS AND REPORTING FORM 990, PART XII, LINE 2C THE PROCESS AND RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF FINANCIAL STATEMENTS AND SELECTION OF INDEPENDENT ACCOUNTANT REMAIN WITH THE LEGAL AND AUDIT COMMITTEE OF THE BOARD OF HOLY REDEEMER HEALTH SYSTEM; REMAINS THE SAME AS IN THE PREVIOUS YEAR.
1997 BOND, PURPOSE OF BOND ISSUES FORM 990, SCHEDULE K, PART I, LINE A, COLUMN F THE 1997 BONDS WERE ISSUED TO FINANCE AND REFINANCE COST OF VARIOUS CAPITAL PROJECTS FOR THE BENEFIT OF TWO NON-PROFIT CORPORATIONS, HOLY REDEEMER HEALTH SYSTEM (HRHS) AND HOLY REDEEMER PHYSICAN SERVICES. THE AMOUNTS REPORTED IN SCHEDULE K IS THE TOTAL AMOUNT OF THE BONDS ISSUED FOR HRHS, TAX ID #23-1534300 AND HRPS, TAX ID #23-2696460 (THIS FILING ORGANIZATION). PROCEEDS FROM THE SALE OF THE 1997 BOND SERIES-A BONDS WILL BE USE TO: (1) REFUND CERTAIN INDEBTEDNESS OF HRHS, AND CERTAIN TAX EXEMPT BONDS PREVIOUSLY ISSUED BY THE MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY HEALTH CARE REVENUE BONDS ON BEHALF OF HRHS; (2) FINANCE CONSTRUCTION OF A 120-BED SKILLED NURSING FACILITY FOR HRHS; (3) FINANCE, OR REIMBURSE THE BORROWERS FOR, THE COST OF CERTAIN CAPITAL IMPROVEMENTS TO FACILITIES OF BORROWERS; (4) FUND A DEBT SERVICE RESERVE FUND FOR THE 1997 BONDS; AND (5) PAY CERTAIN COST RELATED TO THE ISSUANCE OF THE 1997 BONDS.
2006 BOND, PURPOSE OF BOND ISSUES FORM 990, SCHEDULE K, PART I, LINE B, COLUMN F THE 2006 BONDS WERE ISSUED TO FINANCE COST OF VARIOUS CAPITAL PROJECTS FOR THE BENEFIT OF TWO NON-PROFIT CORPORATIONS, HOLY REDEEMER HEALTH SYSTEM (HRHS) AND HOLY REDEEMER PHYSICAN SERVICES. THE AMOUNTS REPORTED IN SCHEDULE K IS THE TOTAL AMOUNT OF THE BONDS ISSUED FOR HRHS, TAX ID #23-1534300 AND HRPS, TAX ID #23-2696460 (THIS FILING ORGANIZATION). PROCEEDS FROM THE SALE OF THE 2006 SERIES-A BOND WILL BE USE TO: (1)FINANCE, OR REIMBURSE THE BORROWERS FOR, THE COSTS OF CERTAIN CAPITAL IMPROVEMENTS TO FACILITIES OF THE BORROWERS; (2) FUND A DEBT SERVICE RESERVE FUND FOR THE SERIES 2006A BONDS; AND (3) TO PAY CERTAIN COSTS RELATED TO THE ISSUANCE OF THE SERIES 2006A BONDS (COLLECTIVELY, THE "SERIES 2006A PROJECT").
COMPENSATION FORM 990, PART VII, SECTION A COMPENSATION INFORMATIONS OF ALL LISTED COMPENSATED PERSONS IN THIS SECTION, DUE TO "COMMON PAYMASTER" AGREEMENT WITH THE INTERNAL REVENUE SERVICE, WERE REPORTED UNDER THE HOLY REDEEMER HEALTH SYSTEM TAX ID #23-1534300. THIS WILL INCLUDE PAYROLL FOR ALL RELATED ORGANIZATIONS LISTED IN SCHEDULE R.
INDEPENDENT CONTRACTORS FORM 990, PART VII, SECTION B BECAUSE OF A CENTRALIZED AND "CONSOLIDATED" ACCOUNTS PAYABLE PROCESSING FOR ALL RELATED ORGANIZATIONS IN THE HOLY REDEEMER HEALTH SYSTEM, PAYMENTS FOR SERVICES AND MATERIALS RENDERED TO ALL THE RELATED ORGANIZATIONS, WERE CONSOLIDATED AND REPORTED IN FORM 1099 TO THE INTERNAL REVENUE SERVICE UNDER THE HOLY REDEEMER HEALTH SYSTEM TAX ID #23-1534300.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2011

Additional Data


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

OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
HOLY REDEEMER HEALTH SYSTEM
 
Employer identification number

23-1534300
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

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


 		(f)
Direct controlling
entity







(1) REDEEMER HEALTH NETWORK LLC
667 WELSH ROAD
HUNTINGDON VALLEY,PA19006
23-2876526 		INACTIVE ORGANIZATION PA     HOLY REDEEMER HEALTH SYSTEM
 
(2) SOUTHPOINT HEALTH NETWORK LLC
1801 N ROUTE 9
SWAINTON,NJ08210
22-3376863 		INACTIVE ORGANIZATION PA     HOLY REDEEMER HEALTH SYSTEM
 
(3) REDEEMER AMBULATORY SURGERY CENTER LLC
667 WELSH ROAD
HUNTINGDON VALLEY,PA19006
23-1534300 		INACTIVE ORGANIZATION PA     HOLY REDEEMER HEALTH SYSTEM
 






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


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

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

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled organization
Yes No
(1) HOLY REDEEMER MINISTRIES

1602 HUNTINGDON PIKE

MEADOWBROOK,PA19046
23-7454932 		UMBRELLA CORP FOR THE HOLY REDEEMER HEALTH SYSTEM PA 501(C)(3) 3  
 
No
(2) HRH MANAGEMENT CORPORATION

667 WELSH RD

HUNTINGDON VALLEY,PA19006
23-2127559 		LEASE MEDICAL OFFICES IN CLOSE PROXIMITY TO THE HOSPITAL SUPPORTED PA 501(C)(3) 11A  
 
No
(3) HOLY REDEEMER PHYSICIAN AND AMBULATORY SERVICES

667 WELSH RD

HUNTINGDON VALLEY,PA19006
23-2696460 		PHYSICIAN PRACTICE PA 501(C)(3) 7  
 
No
(4) REDEEMER VILLAGE

1551 HUNTINGDON PIKE

HUNTINGDON VALLEY,PA19006
23-2091414 		RENTAL HOUSING FOR LOW INCOME ELDERLY/DISABLED PA 501(C)(3) 12  
 
No
(5) REDEEMER VILLAGE II

1551 HUNTINGDON PIKE

HUNTINGDON VALLEY,PA19006
22-2282223 		RENTAL HOUSING FOR LOW INCOME ELDERLY/DISABLED PA 501(C)(3) 12  
 
No
(6) DRUEDING CENTER

413 W MASTER STREET

PHILADELPHIA,PA19122
23-1532883 		SUPPORT SERVICES FOR HOMELESS WOMEN & THEIR CHILDREN PA 501(C)(3) 11A  
 
No
(7) HOLY REDEEMER VISITING NURSE AGENCY INC

1801 N ROUTE 9

SWAINTON,NJ08210
22-2424253 		PROVIDE HEALTH CARE IN PATIENTS' HOME NJ 501(C)(3) 12  
 
No
(8) HOLY REDEEMER HOMECARE-NJ NORTH

PO BOX 250

RUNNEMEDE,NJ08078
22-1501364 		PROVIDE HEALTH CARE IN PATIENTS' HOME NJ 501(C)(3) 9  
 
No
(9) HOLY REDEEMER HOMECARE-NJ SOUTH

PO BOX 250

RUNNEMEDE,NJ08078
21-0634582 		PROVIDE HEALTH CARE IN PATIENTS' HOME NJ 501(C)(3) 9  
 
No
(10) VISITING NURSE SERVICE SYSTEM INC

PO BOX 250

RUNNEMEDE,NJ08078
22-2676688 		PROVIDE ADMIN SUPPORT TO AFFILIATES NJ 501(C)(3) 11A  
 
No
(11) HOLY REDEEMER HOSPICE INC

PO BOX 250

RUNNEMEDE,NJ08078
22-3166974 		CARE FOR PATIENTS W/ LIFE LIMITING ILLNESS NJ 501(C)(3) 9  
 
No
(12) VISITING NURSE CUSTOM SERVICES

PO BOX 250

RUNNEMEDE,NJ08078
22-3808046 		PROVIDE HEALTH CARE SERVICES NJ 501(C)(3) 9  
 
No
(13) HOLY REDEEMER ACTIVE AND RETIREMENT LIVING COMMUNITIES (FORMER MCO)

667 WELSH RD

HUNTINGDON VALLEY,PA19006
23-2695245 		CCRC PROVIDER WITH ACCESS TO MEDICAL CARE PA 501(C)(3) 7  
 
No
(14) FRIENDS OF HOLY REDEEMER AND VNA OF SOUTHERN NEW JERSEY INC

PO BOX 250

RUNNEMEDE,NJ08078
22-3043177 		PROVIDE ADMIN SUPPORT TO AFFILIATES NJ 501(C)(3) 11A  
 
No
(15) HOLY REDEEMER HOSPITAL & MEDICAL CENTER DISABILITY TRUST

1648 HUNTINGDON PIKE

MEADOWBROOK,PA19046
23-2501530 		DISABILITY BENEFITS TO BENEFICIARIES PA 501(C)(3) 11A  
 
No
(16) D'YOUVILLE MANOR

1750 QUARRY RD

YARDLEY,PA19067
23-2564327 		PROVIDE LONG TERM CARE SERVICE TO ITS RESIDENTS PA 501(C)(3) 9  
 
No
(17) VNA HOME CARE OF MERCER COUNTY

171 JERSEY STREET NO 201

TRENTON,NJ08611
21-0634500 		PROVIDE HEALTH CARE IN PATIENTS' HOME NJ 501(C)(3) 9  
 
No
(18) THE DALE ZIPLEY CHARITY

1587 EASTON RD

ROSLYN,PA19001
20-8201594 		PROVIDE HOUSING FACILITY FOR ADULTS WITH DISABILITIES PA 501(C)(3) 9  
 
No
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



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

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




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



 		(k)
Percentage
ownership
Yes No Yes No
(1) HOLY REDEEMER AMBULATORY SURGERY CENTER LLC

821 HUNTINGDON PIKE
MEADOWBROOK,PA19046
23-3020527 		SURGERY CENTER PA HOLY REDEEMER PHYSICIAN SERVICES
  		HEALTH CARE       No     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) VISITING NURSE MANAGEMENT CO INC
PO BOX 250
RUNNEMEDE,NJ08078
22-2653985 		OFFICE ADMINISTRATION SERVICES PA  
C      
(2) HOLY REDEEMER ACTIVE AND RETIREMENT LIVING COMMUNITIES INC
667 WELSH RD
HUNTINGDON VALLEY,PA19006
02-0726139 		CCRC PROPERTY MANAGERS PA HOLY REDEEMER HEALTH SYSTEM
  		C     100.000 %
(3) THR INSURANCE COMPANY LTD
2ND FL STRATHVALE HOUSE N CHURCH
GEORGE TOWN    
CJ
98-0461500 		INSURANCE CJ HOLY REDEEMER HEALTH SYSTEM
  		      100.000 %








Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
Yes
 
k Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type(a-r) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) HRH MANAGEMENT CORP

 J 499,725 MARKET RATE RENT
(1)
(2)
(3)
(4)
(5)
(6)
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(e)
Are all
partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
Additional Data


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