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

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2011
Open to Public Inspection
A For the calendar year, or tax year beginning 10-01-2011 and ending 09-30-2012
BCheck if applicable:
CName of organization
Palmetto Health
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
293 GREYSTONE BOULEVARD
 
Room/suite
City or town, state or country, and ZIP + 4
COLUMBIA, SC29210
D Employer identification number

58-2296052
E Telephone number

G Gross receipts $ 1,298,339,580
F Name and address of principal officer:
CHARLES D BEAMAN JR
293 GREYSTONE BOULEVARD
COLUMBIA,SC29210
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.PALMETTOHEALTH.ORG
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1996
M State of legal domicile: SC
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: PALMETTO HEALTH IS CENTRAL SOUTH CAROLINA'S LARGEST AND MOST COMPREHENSIVE NOT-FOR-PROFIT HEALTH SYSTEM AND IS COMMITTED TO IMPROVING THE HEALTH OF INDIVIDUALS AND COMMUNITIES WE SERVE.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a)..... 3 16
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 12
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ... 5 10,238
6 Total number of volunteers (estimate if necessary) .... 6 509
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 9,106,433
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b 30,229
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 10,927,009 11,532,954
9 Program service revenue (Part VIII, line 2g) ......... 1,243,073,112 1,256,821,839
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 30,172,614 23,914,633
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) -1,053,779 -3,040,049
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 1,283,118,956 1,289,229,377
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 4,768,180 5,328,322
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) 560,671,418 569,889,979
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 672,828,173 683,231,854
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,238,267,771 1,258,450,155
19 Revenue less expenses. Subtract line 18 from line 12....... 44,851,185 30,779,222
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 1,475,374,000 1,577,327,393
21 Total liabilities (Part X, line 26)............. 811,232,855 820,279,539
22 Net assets or fund balances. Subtract line 21 from line 20..... 664,141,145 757,047,854
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: PALMETTO HEALTH IS COMMITTED TO IMPROVING THE PHYSICAL, EMOTIONAL AND SPIRITUAL HEALTH OF ALL INDIVIDUALS AND COMMUNITIES WE SERVE; TO PROVIDING CARE WITH EXCELLENCE AND COMPASSION; AND, TO WORKING WITH OTHERS WHO SHARE OUR FUNDAMENTAL COMMITMENT TO IMPROVING THE HUMAN CONDITION.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the 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 $ 1,130,721,019 including grants of $ 5,328,322 ) (Revenue $ 1,256,821,839 )
Program Service Accomplishments: Palmetto Health is the largest and most comprehensive integrated health care system in the South Carolina Midlands region. Our more than 9,000 employees and volunteers, and nearly 1,100 physicians, are dedicated to working together to fulfill Palmetto Health's vision: To be remembered by each patient as providing the care and compassion we want for our families and ourselves. Our locally owned, nonprofit system includes four Joint Commission-accredited acute-care hospitals with 1,138 patient beds - Palmetto Health Baptist, Palmetto Health Children's Hospital, Palmetto Health Heart Hospital and Palmetto Health Richland - as well as an expansive physician practice network, dozens of affiliated clinics and specialty care practices, and a 501(c)(3) foundation. And Palmetto Health Baptist Parkridge, the region's first new hospital in more than a decade, is scheduled to open in northwest Columbia in December 2013. As one of the largest employers in the state, Palmetto Health has been recognized nationally as one of the best places to work and receive care. Readers of The State newspaper have named Palmetto Health the "Best Healthcare System" and "Best Place to Have a Baby" for the third consecutive year. The SC Chamber of Commerce has named Palmetto Health one of the top 20 places to work in South Carolina three years in a row. In 2011, Palmetto Health received the South Carolina Chamber of Commerce's Excellence in Diversity Workplace award in the large employer category. And for the past five years, Palmetto Health has been named one of the top places in the country to work in Information Technology by ComputerWorld magazine. Palmetto Health also trains the next generation of physicians through its 23 residency and fellowship programs affiliated with the University of South Carolina School of Medicine. Palmetto Health's physician practice network includes more than 190 primary and specialty care doctors conveniently located in nearly 40 practices across the Midlands. And through the Palmetto Health Quality Collaborative, more than 500 member physicians come together to foster clinical integration, focus on evidence-based care and improve clinical outcomes to ensure patients receive the highest quality, coordinated, proactive care. Palmetto Health provides health care for nearly 70 percent of the residents of Richland County and almost 55 percent of the health care for the combined Richland/Lexington county area. Each year, our hospitals treat nearly a half million patients, welcome more than 5,600 babies into the world, diagnose or treat more than 3,000 cancer patients, treat more than 80,000 pediatric patients, accommodate more than 130,000 emergency department visits, and make more than 32,000 home care visits. Areas of specialty at Palmetto Health include bariatric surgery, behavioral care, cardiology, geriatrics, neonatology, neurology, obstetrics (including high-risk pregnancy and genetic counseling, and two Level III Neonatal Intensive Care Units), oncology, orthopaedics, surgery (including the region's only da Vinci robotic surgical systems), Level I trauma care, and women's care. Many of our programs and services have been uniquely accredited for excellence, such as the state's first accredited chest pain center, and accredited breast center by the American College of Surgeons' National Accreditation Program. The Joint Commission has accredited Palmetto Health's Heart Failure and Ventricular Assist Device (VAD) programs, and its Primary Stroke Center, and BlueCross BlueShield has awarded Palmetto Health their Blue Distinction designation for its cardiac care and joint replacement programs. Palmetto Health has pledged 10 percent of its annual bottom line for 35 years to fund community health care initiatives in cancer education and prevention, maternal and child health services, and many others. In the last 15 years, Palmetto Health has spent more than $38 million in this special effort alone. This tithe is a contribution over and above the care provided in our hospitals for services to patients in need. Because of its initiative to reduce health disparities within the community through increased health care access and education, Palmetto Health was named a finalist for the Jackson Healthcare Award in 2012. The prestigious award recognizes innovative hospital programs that significantly improve the health and well-being of their community. Palmetto Health is focused on quality and patient safety improvement initiatives and set about creating the structure, culture and accountability to achieve it. These efforts have allowed our hospitals to achieve significant progress in decreasing mortality and increasing the performance in appropriate care measures for nationally benchmarked standards of care for six high-volume procedures. This ambitious and concerted quality goal of eliminating all preventable errors and deaths continues to be a focus for all at Palmetto Health, while attention has increased on reducing "harm events," such as infections and falls, and on reducing unnecessary readmissions. In addition to these efforts, Palmetto Health plays a key role in community support through investment by its employees in the United Way and the Palmetto Health Foundation. Additionally, the organization and its employees participate and invest in community agencies such as the American Heart Association, March of Dimes, American Cancer Society, and many other health and human services organizations. With key leaders volunteering for significant roles in organizations like the Chambers of Commerce, City Center Partnership, Central Carolina Economic Development Alliance and a host of others, Palmetto Health is active in its community.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet$ 1,130,721,019
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 IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part IIClick to see attachment.........................
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part IClick to see attachment....................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, 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......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II.. Click to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III.. Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II..........
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
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.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
Yes
 
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................ Click to see list of attachments
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
No
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I...... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................ Click to see attachment
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II......................... Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or 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
Yes
 
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV................... Click to see attachment
28b
 
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
 
No
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
Yes
 
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
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment
36
 
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
792
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
10,238
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (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
12
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
Yes
 
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? .................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ............
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ..........
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? ....
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done ....................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes," to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
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
Yes
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
SC
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you 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
BENJAMIN M CUNNINGHAM JR
293 GREYSTONE BOULEVARD
COLUMBIA,SC29210
(803) 296-2135
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) Charles D Beaman Jr
CEO
 50.0 X   X       947,771 0 263,007
(2) William L Freeman III
Chairman
 5.0 X   X       19,296 0 0
(3) James E Wheeler
Vice Chairman
 5.0 X   X       15,723 0 0
(4) Traci Young Cooper EdD
Secretary
 3.0 X   X       15,723 0 0
(5) Jerome D Odom PhD
Treasurer
 3.0 X   X       22,869 0 0
(6) James H Herlong MD
Trustee
 3.0 X           0 0 0
(7) Sara B Fisher
Trustee
 3.0 X           15,723 0 0
(8) Charles T Gatch
Trustee
 3.0 X           15,723 0 0
(9) N John Stewart Jr MD
Trustee
 3.0 X           15,723 0 0
(10) James A Bennett
Trustee
 3.0 X           15,723 0 0
(11) Arthur M Bjontegard Jr
Trustee
 3.0 X           15,723 0 0
(12) William L Cogdill Jr
Trustee
 3.0 X           15,723 0 0
(13) Rosalyn W Frierson
Trustee
 3.0 X           15,723 0 0
(14) Candy Y Waites
Trustee
 3.0 X           15,723 0 0
(15) Rep Lester P Branham Jr
Trustee
 3.0 X           15,723 0 0
(16) James C Reynolds MD
Trustee
 3.0 X           15,723 0 0
(17) Robert H Bunch MD
Trustee
 50.0 X           380,411 0 20,903
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) Jean E Duke
Trustee
 3.0 X           0 0 0
(19) John W Foster Jr
Trustee
 3.0 X           0 0 0
(20) William C Gerard MD
Trustee
 3.0 X           0 0 0
(21) Calvin H Elam
Trustee
 3.0 X           0 0 0
(22) John J Singerling
President
 50.0     X       603,065 0 255,393
(23) Paul K Duane
Exec. V.P. & CFO
 50.0     X       506,172 0 199,926
(24) James I Raymond MD
Chief Medical Officer
 50.0       X     597,419 0 30,674
(25) Michelle E Edwards
Chief Information Officer
 50.0       X     287,278 0 59,576
(26) James M Bridges
Executive Vice President
 50.0       X     390,709 0 187,930
(27) Edward S Hickson
Executive Vice President
 50.0       X     263,268 0 65,471
(28) Howard P West
Senior Vice President
 50.0       X     1,416,716 0 34,635
(29) Willis Gregory III
Senior Vice President
 50.0       X     668,982 0 25,445
(30) Ellis M Knight MD
Sr. V.P of Ambulatory Srvs
 50.0       X     382,457 0 115,656
(31) Vince Ford
Senior Vice President
 50.0       X     209,711 0 95,575
(32) Benjamin M Cunningham Jr
Vice President
 50.0       X     205,845 0 25,917
(33) Jeffrey T Ehreth MD
Physician
 50.0         X   1,472,670 0 23,803
(34) Harris H Parker MD
Physician
 50.0         X   981,027 0 36,518
(35) James B Tribble MD
Physician
 50.0         X   837,089 0 20,384
(36) Amjad AbdulRahman
Physician
 50.0         X   837,116 0 13,098
(37) Roland R Craft MD
Physician
 50.0         X   772,363 0 21,276
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 11,990,910 0 1,495,187
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet543
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
 
No
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
CAROLINA CARE
3 RICHLAND MEDICAL PARK SUITE 350
COLUMBIA,SC29203 		ER PHYSICIANS 13,138,427
MRI INC OF THE CAROLINAS
1519 MARION STREET
COLUMBIA,SC29201 		PHYSICIANS 4,701,550
PROFESSIONAL PATHOLOGY SERVICES PC
PO BOX 865
COLUMBIA,SC29202 		Lab Serv./Physicians 3,621,067
UNIV SPECIALTY CLINICS-NEUROSURGER
3 Medical Park Suite 310
COLUMBIA,SC29210 		PHYSICIANS 3,454,686
JENKINS HANCOCK SIDES
1812 Lincoln St 3rd Floor
COLUMBIA,SC29201 		Architectural Firm 3,380,280
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet109
Form 990 (2011)
Form 990 (2011)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d 3,557,521
e Government grants (contributions)1e 4,021,062
f All other contributions, gifts, grants, and
similar amounts not included above1f 		3,954,371
g Noncash contributions included in lines 1a-1f:$ 7,500
h Total. Add lines 1a-1f.......MediumBullet 11,532,954
Program Service Revenue Business Code
2a NET PATIENT REVENUE 621,300 1,190,401,308 1,190,401,308    
b PALMETTO SENIOR CARE 623,000 17,735,660 17,735,660    
c PHARMACY 446,110 8,124,137     8,124,137
d REFERENCE LABORATORY 621,500 7,971,399   7,971,399  
e BAPTIST EASLEY FEE 561,000 6,990,081 6,990,081    
f All other program service revenue . 25,599,254 18,844,431 1,135,034 5,619,789
g Total. Add lines 2a–2f........MediumBullet 1,256,821,839
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 14,333,791     14,333,791
4 Income from investment of tax-exempt bond proceeds..MediumBullet 357,842     357,842
5 Royalties............MediumBullet 0      
(i) Real (ii) Personal
6a Gross rents 6,070,154  
b Less: rental expenses 9,110,203  
c Rental income or (loss) -3,040,049  
d Net rental income or (loss).......MediumBullet -3,040,049     -3,040,049
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 9,223,000  
b Less: cost or other basis and sales expenses    
c Gain or (loss) 9,223,000  
d Net gain or (loss)..........MediumBullet 9,223,000     9,223,000
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0      
Miscellaneous Revenue Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet 0
12 Total revenue. See Instructions....MediumBullet 1,289,229,377 1,233,971,480 9,106,433 34,618,510
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 5,243,322 5,243,322
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 85,000 85,000
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 7,497,640   7,497,640  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages 462,736,377 427,423,022 35,313,355  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 0      
9 Other employee benefits ....... 66,464,514 66,464,514    
10 Payroll taxes ........... 33,191,448 33,191,448    
11 Fees for services (non-employees):        
a Management ...... 4,037,518 1,874,516 2,163,002  
b Legal ......... 1,444,221 858,558 585,663  
c Accounting ........... 297,180 850 296,330  
d Lobbying ........... 0      
e Professional fundraising. See Part IV, line 17.. 0  
f Investment management fees ...... 0      
g Other .......... 112,423,455 98,868,910 13,554,545  
12 Advertising and promotion .... 1,572,597 230,218 1,342,379  
13 Office expenses ....... 4,514,555 4,411,502 103,053  
14 Information technology ...... 18,098,356 550,474 17,547,882  
15 Royalties .. 0      
16 Occupancy ........... 34,809,361 25,074,994 9,734,367  
17 Travel ............ 2,759,859 2,234,808 525,051  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 0      
20 Interest ........... 32,361,783 2,176,144 30,185,639  
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 50,868,176 49,892,478 975,698  
23 Insurance .............. 6,690,857 6,690,857    
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 PROVISION FOR UNCOLLECTIBLE AC 210,660,471 210,660,471    
b MEDICAL SUPPLIES 176,678,741 175,974,292 704,449  
c REPAIRS AND MAINTENANCE 5,544,596 5,521,452 23,144  
d UBI TAXES 120,920 120,920    
e
f All other expenses 20,349,208 13,172,269 7,176,939  
25 Total functional expenses. Add lines 1 through 24f 1,258,450,155 1,130,721,019 127,729,136 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2011)
Form 990 (2011)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 35,094,478 1 49,996,488
2 Savings and temporary cash investments ....... 27,054,629 2 24,936,971
3 Pledges and grants receivable, net ......... 581,106 3 591,044
4 Accounts receivable, net ......... 197,867,481 4 232,825,339
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L .......... 0 5 0
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L .......... 0 6 0
7 Notes and loans receivable, net ............. 3,873,825 7 3,873,626
8 Inventories for sale or use .............. 17,021,306 8 17,562,106
9 Prepaid expenses and deferred charges ............ 10,214,360 9 1,187,463
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,286,648,709
b Less: accumulated depreciation. ..... 10b 799,271,569 450,070,935 10c 487,377,140
11 Investments—publicly traded securities .......... 678,019,756 11 618,860,525
12 Investments—other securities. See Part IV, line 11 ...... 0 12 75,174,571
13 Investments—program-related. See Part IV, line 11 .. 29,484,259 13 29,086,126
14 Intangible assets ......... 0 14 0
15 Other assets. See Part IV, line 11 ........... 26,091,865 15 35,855,994
16 Total assets. Add lines 1 through 15 (must equal line 34)... 1,475,374,000 16 1,577,327,393
Liabilities 17 Accounts payable and accrued expenses . 142,231,600 17 153,715,207
18 Grants payable .......... 2,500,000 18 2,500,000
19 Deferred revenue .......... 1,421,415 19 788,295
20 Tax-exempt bond liabilities .......... 554,047,069 20 571,817,767
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 1,035,172 23 800,202
24 Unsecured notes and loans payable to unrelated third parties .... 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D..... 109,997,599 25 90,658,068
26 Total liabilities. Add lines 17 through 25..... 811,232,855 26 820,279,539
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 ..... 636,171,000 27 725,394,405
28 Temporarily restricted net assets ..... 21,280,105 28 24,394,669
29 Permanently restricted net assets ..... 6,690,040 29 7,258,780
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 ..... 664,141,145 33 757,047,854
34 Total liabilities and net assets/fund balances ..... 1,475,374,000 34 1,577,327,393
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
1,289,229,377
2
Total expenses (must equal Part IX, column (A), line 25) ....
2
1,258,450,155
3
Revenue less expenses. Subtract line 2 from line 1 ...
3
30,779,222
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
664,141,145
5
Other changes in net assets or fund balances (explain in Schedule O) ...
5
62,127,487
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
757,047,854
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII .........
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?....
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O. ...........................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
Yes
 
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
Yes
 
Form 990 (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
Palmetto Health
 
Employer identification number

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

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 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
Palmetto Health
 
Employer identification number

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





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box 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
Palmetto Health
  		Employer identification number

58-2296052
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
Palmetto Health
  		Employer identification number

58-2296052
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
Palmetto Health
  		Employer identification number

58-2296052
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 C
(Form 990 or 990-EZ)

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

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.
SchCMd Bullet Attach to Form 990 or Form 990-EZ. SchCMd Bullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
If the organization answered “Yes” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered “Yes” to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered “Yes” to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, line 35c (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
Palmetto Health
 
Employer identification number

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

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

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

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

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










For Privacy Act and Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2011

Schedule C (Form 990 or 990-EZ) 2011
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check expenses, and share of excess lobbying expenditures).
B Check
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
  If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:    
  Not over $500,00020% of the amount on line 1e.    
  Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.    
  Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.    
  Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.    
  Over $17,000,000$1,000,000.    
       
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
  Calendar year (or fiscal year
beginning in) 		(a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) Total
             
2a Lobbying non-taxable amount          
             
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		         
             
c Total lobbying expenditures          
             
d Grassroots nontaxable amount          
             
e Grassroots ceiling amount
(150% of line 2d, column (e))		          
             
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2011


Schedule C (Form 990 or 990-EZ) 2011
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each “Yes” response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
 
No
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
 
No
 
e
Publications, or published or broadcast statements? .......................
 
No
 
f
Grants to other organizations for lobbying purposes? .......................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
 
No
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? ..........................
Yes
 
258,496
j
Total. Add lines 1c through 1i ...............................
258,496
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2 are answered “No” OR (b) Part III-A, line 3 is answered “Yes”.
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ...........................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, Part II-A; line 5; and Part ll-B, line 1.
Also, complete this part for any additional information.
Identifier Return Reference Explanation
Other Activities Schedule C, Part II-B, Line 1i PALMETTO HEALTH PAYS ANNUAL MEMBERSHIP DUES AS PART OF ITS MEMBERSHIP WITH THE SC HOSPITAL ASSOCIATION AND 5.0% ($17,847) OF THESE DUES ARE USED FOR LOBBYING ACTIVITIES. PALMETTO HEALTH ALSO PAYS ANNUAL MEMBERSHIP DUES TO THE AMERICAN HOSPITAL ASSOCIATION AND 23.98% ($29,227) OF THESE DUES ARE USED FOR LOBBYING ACTIVITIES. THE REMAINING $211,422 ARE FEES PAID TO DARRELL M. CAMPBELL AND MCNAIR LAW FIRM, INDEPENDENT CONSULTANTS THAT PROVIDE LOBBYING SERVICES.
Schedule C (Form 990 or 990EZ) 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
Palmetto Health
 
Employer identification number

58-2296052
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds 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 .... 5,205,956 3,908,288 3,436,758 2,933,753
b Contributions ........ 3,703,676 5,305,006 2,875,614 6,515,193
c Net investment earnings, gains, and losses ...        
d Grants or scholarships .....        
e Other expenditures for facilities
and programs ........ 		4,355,555 4,007,338 2,404,084 6,012,188
f Administrative expenses ....        
g End of year balance ...... 4,554,077 5,205,956 3,908,288 3,436,758
2
Provide the estimated percentage of the year end balance (line 1g) held as:
a
Board designated or quasi-endowment SchDMd Bullet2.976 %
b
Permanent endowment SchDMd Bullet18.750 %
c
Temporarily restricted endowment SchDMd Bullet78.274 %
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)
Yes
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
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 .................   36,789,430 36,789,430
b Buildings ................   493,053,363 272,515,316 220,538,047
c Leasehold improvements ............   5,879,918 3,602,711 2,277,207
d Equipment ................   680,092,635 519,416,363 160,676,272
e Other .................   70,833,363 3,737,179 67,096,184
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 487,377,140
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








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Book value
Federal Income Taxes 0
DERIVATIVE CHANGE IN VALUE 41,262,019
CAPITAL LEASE OBLIGATIONS 21,153,350
POST RETIREMENT RESERVE 13,054,407
DEFERRED COMPENSATION 5,350,582
SELF INSURANCE RESERVE 3,612,840
COMMUNITY OUTREACH PROGRAM 5,099,379
ASSET RETIREMENT RESERVE 1,125,491


Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 90,658,068
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1  
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2  
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3  
4 Net unrealized gains (losses) on investments .......................... 4  
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV.) ................................. 8  
9 Total adjustments (net). Add lines 4 through 8 ......................... 9  
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10  
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIV.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total Revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV.) ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIV.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
Intended Uses of Endowment Funds Schedule D, Part V, Line 4 PALMETTO HEALTH'S ENDOWMENT FUNDS BENEFIT A VARIETY OF PROGRAMS FOR THE WELL BEING OF ITS PATIENTS WHICH IS CONSISTENT WITH THE WISHES AND DESIGNATIONS OF DONORS.
Liability for Uncertain Tax Position (ASC 740) Schedule D, Part X, Line 2 PALMETTO HEALTH HAS NOT RECORDED ANY UNCERTAIN TAX POSITIONS AS A RESULT OF ASC 740. FOLLOWING IS THE FOOTNOTE IN OUR FINANCIAL STATEMENTS: PALMETTO HEALTH CONTINUES TO EVALUATE TAX POSITIONS RELATED TO ASC 740, "INCOME TAXES", WHICH PRESCRIBES FINANCIAL STATEMENT RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTES FOR TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN TAX RETURNS.
Schedule D (Form 990) 2011

Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
Palmetto Health
 
Employer identification number

58-2296052
Part I
General Information on Activities Outside the United States. Complete if the organization answered
“Yes” to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants
and other assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? ..............................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other
assistance outside the United States.
3
Activites per Region. (Use Part V if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees or agents in region or independent contractors (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total
expenditures for region/investments
in region
Central America and the Caribbean     Investments   75,174,600
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .....     75,174,600
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b)     75,174,600
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990,
Part IV, line 15, for any recipient who received more than $5,000. Check this box if no one recipient received more than $5,000 ........ MediumBullet
Use Part V if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount of
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2
Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .....MediumBullet
 
3
Enter total number of other organizations or entities ........................MediumBullet
 
Schedule F (Form 990) 2011
Schedule F (Form 990) 2011Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Use Part V if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926 (see instructions for Form 926).................
2 Did the organization have an interest in a foreign trust during the tax year? If " Yes," the organization may be required to file Form 3520 and/or Form 3520-A. (see instructions for Forms 3520 and 3520-A)..........
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with respect to Certain Foreign Corporations. (see instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If "Yes," the organization may be required to file Form 8621, Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see instructions for Form 8621)
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with respect to Certain Foreign Partnerships. (see instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see instructions for Form 5713)................................................
Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
Page 5
Part V
Supplemental Information
Complete this part to provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
Identifier ReturnReference Explanation
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
Schedule F (Form 990) 2011
Additional Data


Software ID:  
Software Version:  



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

58-2296052
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
Yes
 
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
 
No
6a
Did the organization prepare a community benefit report during the tax year?...........
6a
Yes
 
b
If "Yes," did the organization make it available to the public? ...............
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance
and Means-Tested Government Programs		 (a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) .. 		    63,811,194 36,584,149 27,227,045 2.600 %
b Medicaid (from Worksheet 3, column a) .....     74,172,912 65,168,272 9,004,640 0.860 %
c Costs of other means-tested government programs (from Worksheet 3, column b) .            
dTotal Financial Assistance and
Means-Tested Government Programs ..... 		    137,984,106 101,752,421 36,231,685 3.460 %
Other Benefits
e Community health improvement
services and community
benefit operations (from
(Worksheet 4) .... 		    17,214,662 27,901 17,186,760 1.640 %
f Health professions education
(from Worksheet 5) .. 		    39,991,283 3,068,172 36,923,111 3.520 %
g Subsidized health services
(from Worksheet 6) .. 		    86,023,785 76,823,771 9,200,014 0.880 %
h Research (from Worksheet 7)     816,871   816,871 0.080 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) ....     379,592   379,592 0.040 %
jTotal Other Benefits ...     144,426,193 79,919,844 64,506,348 6.160 %
kTotal. Add lines 7d and 7j. ..     282,410,299 181,672,265 100,738,033 9.620 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue 		(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing            
2 Economic development            
3 Community support            
4 Environmental improvements            
5 Leadership development and training for community members            
6 Coalition building            
7 Community health improvement advocacy            
8 Workforce development     17,859   17,859  
9 Other            
10 Total     17,859   17,859  
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................
1
 
No
2
Enter the amount of the organization's bad debt expense........
2
51,055,651
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy .....
3
4,213,139
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
191,755,987
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
251,891,720
7
Subtract line 6 from line 5. This is the surplus or (shortfall)........
7
-60,135,733
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 %
1Parkridge Surgery
  		Outpatient Surgery 72.360 %   27.640 %
2Radiation Oncology
  		Outpatient Oncology Services 51.000 %   49.000 %
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?2
Name and address 		Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital Research Facility ER-24Hours ER-Other Other (Describe)
1 Palmetto Health Richland
5 Medical Park
Columbia,SC29203 		X X X X     X   Heart, Children's Hospital
2 Palmetto Health Baptist
Marion Street
Columbia,SC29220 		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)
Palmetto Health Richland
Name of Hospital Facility:  
Line Number of Hospital Facility (from Schedule H, Part V, Section A):1

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2011)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet the community health needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Participation in the development of a community-wide community benefit plan
d Participation in the execution of a community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the Needs Assessment
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs. .... 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8 Yes  
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 9 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 200.%
If "No," explain in Part VI the criteria the hospital facility used.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care?................. 10 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 400.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Explained the basis for calculating amounts charged to patients?................. 11 Yes  
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12 Yes  
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained actions the hospital facility may take upon non-payment?....... 14 Yes  
15 Check all of the following collection actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
16 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP?.......... 16   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 B. Facility Policies and Practices.

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

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2011)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet the community health needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Participation in the development of a community-wide community benefit plan
d Participation in the execution of a community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the Needs Assessment
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs. .... 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8 Yes  
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 9 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 200.%
If "No," explain in Part VI the criteria the hospital facility used.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care?................. 10 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 400.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Explained the basis for calculating amounts charged to patients?................. 11 Yes  
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12 Yes  
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained actions the hospital facility may take upon non-payment?....... 14 Yes  
15 Check all of the following collection actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
16 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP?.......... 16   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?60
Name and address Type of Facility (describe)
1 Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210 		Outpatient Oncology Services
2 Parkridge Surgery Center LLC
190 Parkridge Drive
Columbia,SC29212 		Outpatient Surgery
3 Palmetto Health Home Care
1400 Pickens St
Columbia,SC29201 		Home Health Care
4 Palmetto Health Private Services
1400 Pickens St
Columbia,SC29201 		Private Services Care
5 Palmetto Health Hospice - Columbia
1400 Pickens St
Columbia,SC29201 		Hospice Care
6 Palmetto Health Hospice - Newberry
1400 Camellia Ave
Newberry,SC29108 		Hospice Care
7 PH Outpatient Diagnostic Center
190 Parkridge Drive Suite G102
Columbia,SC29212 		Imaging Services
8 Palmetto Health Richland Imaging Center
14 Richland Medical Park Drive
Columbia,SC29203 		Imaging Services
9 Palmetto Senior Care Laurel
1309 Laurel Street
Columbia,SC29201 		Senior Care
10 Palmetto Senior Care Shandon
1100 Shirley Street
Columbia,SC29205 		Senior Care
11 Palmetto Senior Care Lexington
700 Knox Abbott Drive
West Columbia,SC29169 		Senior Care
12 Palmetto Senior Care White Rock
109 Wartburg Street
White Rock,SC29177 		Senior Care
13 Senior Primary Care Practice
3010 Farrow Road Suite 300
Columbia,SC29203 		Senior Primary Care physicians
14 Senior Primary Care Practice
190 Parkridge Drive Suite G100
Columbia,SC29212 		Senior Primary Care physicians
15 Palmetto Health Dental Center
10 Medical Park Road
Columbia,SC29203 		Dental Care
16 Atrium Ridge Internal Medicine
11 Atrium Ridge Court
Columbia,SC29223 		Physician Practice
17 Blythewood Family Care
738 University Village Drive
Blythewood,SC29016 		Physician Practice
18 Carolina Cardiac Surgery
8 Med Park Suite 400
Columbia,SC29203 		Physician Practice
19 Carolina Colon and Rectal Surgeons
1730 St Julian Place
Columbia,SC29204 		Physician Practice
20 Childrens Hospital Intensivists
9 Med Park Suite 530
Columbia,SC29203 		Physician Practice
21 ColoRectal Associates
1410 Blanding Street Suite 102
Columbia,SC29201 		Physician Practice
22 First Care
2406 Decker Blvd
Columbia,SC29206 		Physician Practice
23 Harbison Family Practice
190 Parkridge Drive Suite 250
Columbia,SC29212 		Physician Practice
24 Hospital Internal Medicine
3 Med Park Suite 510
Columbia,SC29203 		Physician Practice
25 Baptist Inpatient Medical Associates
Taylor at Marion Street
Columbia,SC29220 		Physician Practice
26 Irmo Family Practice
190 Parkridge Drive Suite 220
Columbia,SC29212 		Physician Practice
27 Midlands Internal Medicine
3000 NE Medical Park Suite 108
Columbia,SC29223 		Physician Practice
28 Northeast Family Practice
3000 NE Medical Park Suite 209
Columbia,SC29223 		Physician Practice
29 Palmetto Children's Urology
9 Richland Medical Park Suite 420
Columbia,SC29203 		Physician Practice
30 Twelve Mile Family Creek
4711 Sunset Boulevard Hwy 378
Lexington,SC29072 		Physician Practice
31 Orthopaedic and Spine Surgeons of SC
1333 Taylor Street Suite 3J
Columbia,SC29201 		Physician Practice
32 Three Rivers OBGYN
1301 Taylor Street Suite 7B
Columbia,SC29201 		Physician Practice
33 Markowitz and Associates
103 Saluda Ridge Court
West Columbia,SC29169 		Physician Practice
34 Three Rivers Medical Associates
1301 Taylor Street Suite 8A
Columbia,SC29201 		Physician Practice
35 University Family Medicine
4311 Hardscrabble Road
Columbia,SC29229 		Physician Practice
36 Lexington Heart
120 West Hospital Drive
West Columbia,SC29169 		Physician Practice
37 Palmetto Surgical Associates
1333 Taylor Street 3A
Columbia,SC29201 		Physician Practice
38 Columbia Women's Healthcare
1301 Taylor Street Suite 6J
Columbia,SC29201 		Physician Practice
39 Trauma Surgery PH Surgical Specialist
9 Med Park Suite 450
Columbia,SC29203 		Physician Practice
40 PH Children's Special Care Center
9 Richland Medical Park Suite 420
Columbia,SC29203 		Physician Practice
41 Premier Orthopedic Specialist Trauma
3 Medical Park Suite 330
Columbia,SC29203 		Physician Practice
42 Palmetto Infectious Disease
1333 Taylor Street Suite 4G
Columbia,SC29201 		Physician Practice
43 Palmetto OGGYN Associates
1333 Taylor Street Suite 4G
Columbia,SC29201 		Physician Practice
44 Palmetto Pulmonary
1333 Taylor Street Suite 4G
Columbia,SC29201 		Physician Practice
45 Parkridge Convenience Care
190 Parkridge Drive Suite 104
Columbia,SC29212 		Physician Practice
46 Pediatric Surgery
9 Medical Park Suite 500
Columbia,SC29203 		Physician Practice
47 Palmetto Heart-Hartsville
701 Medical Park Drive Suite 103
Hartsville,SC29550 		Physician Practice
48 South Hampton Family Practice
5900 Garners Ferry Road
Columbia,SC29209 		Physician Practice
49 Surgical Associates of South Carolina
1850 Laurel Street
Columbia,SC29201 		Physician Practice
50 Columbia Gastroenterology
2739 Laurel Street Suite 1A
Columbia,SC29204 		Pysician Practice
51 Weight Management
1850 Laurel Street
Columbia,SC29201 		Pysician Practice
52 Hospitalists in Psychiatry
11 Richland Medical Park
Columbia,SC29203 		Pysician Practice
53 Lakeview Family Medicine
1316 Northlake Drive
Lexington,SC29072 		Pysician Practice
54 Palmetto Heart
8 Richland Medical Park Suite 100
Columbia,SC29203 		Pysician Practice
55 Palmetto Health Neurosurgery
3 Medical Park Suite 310
Columbia,SC29203 		Pysician Practice
56 Palmetto Health Opthamalogy
4 Medical Park Suite 100
Columbia,SC29203 		Pysician Practice
57 Parkridge Medical Associates
190 Parkridge Drive Suite 220
Columbia,SC29212 		Pysician Practice
58 Richland Hospital Internal Medicine
14 Medical Park Suite 320
Columbia,SC29203 		Pysician Practice
59 Palmetto Health Healthworks
1333 Taylor Street Suite 3H
Columbia,SC29203 		Pysician Practice
60 Women Physicians Associates OBGYN
9 Richland Medical Park Suite 620
Columbia,SC29203 		Pysician Practice
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VI
Supplemental Information
Complete this part to provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II; Part III, lines 4, 8, and 9b; and Part V, Section B, lines 1j, 3, 4, 5c, 6i, 7, 9, 10, 11h, 13g, 15e, 16e, 17e, 18d, 19d, 20, and 21.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any needs assessments reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Identifier ReturnReference Explanation
Schedule H, Part I, Line 7f   CONSISTENT WITH SCHEDULE H INSTRUCTIONS, FOR PURPOSES OF CALCULATING TOTAL EXPENSE, BAD DEBT EXPENSE OF $210,660,471 REPORTED IN 990 PART IX, HAS BEEN PROPERLY EXCLUDED WHEN COMPUTING PERCENTAGES FOR COLUMN F.
Costing Methodology Schedule H, Part I, Line 7 COSTING METHODOLOGY FOR INPATIENT AND OUTPATIENT SERVICES WERE DERIVED USING A COMBINATION OF IRS PROVIDED WORKSHEETS AND PALMETTO HEALTH'S MEDICARE COST REPORT. HOWEVER, ACTUAL DATA FROM PALMETTO HEALTH'S AUDITED FINANCIAL STATEMENTS WERE USED IN THE COSTING METHODOLOGY FOR SUBSIDIZED HEALTH SERVICES.
Community Building Activities Schedule H, Part II PALMETTO HEALTH'S WORKFORCE DEVELOPMENT AIDS IN THE PROFESSIONAL DEVELOPMENT OF HEALTH CARE PROFESSIONALS. NEARLY 1000 INDIVIDUALS PARTICIPATED IN CAREER OBSERVATIONS EVENTS (I.E. JOB SHADOWING, INTERNSHIPS, GRADUATE ASSISTANTSHIPS, AND RESIDENCIES) THROUGH PARTNERSHIPS WITH LOCAL SCHOOLS AND COLLEGES. APPROXIMATELY 13,000 CONTACTS WERE MADE AT VARIOUS CAREER EVENTS AND COMMUNITY SPEAKING ENGAGEMENTS.
Bad Debt Expense Schedule H, Part III, Line 4 Per Organization Footnotes - Net Patient Service Revenue and Patient Accounts Receivable: Accounts receivable are reduced by an allowance for uncollectible accounts. In evaluating the collectability of accounts receivable, Palmetto Health analyzes its past history and identifies trends for each of its major payor sources of revenue to estimate the appropriate allowance for uncollectible accounts and provision for uncollectible accounts, as well as performing a detail review of high dollar accounts on a case by case basis. Management regularly reviews data about these major payor sources of revenue in evaluating the sufficiency of the allowance for uncollectible accounts. For receivables associated with services provided to patients who have third-party coverage, Palmetto Health analyzes contractually due amounts and provides both an allowance and a provision for uncollectible accounts, if necessary (for example, for expected uncollectible deductibles and copayments on accounts for which the third-party payor has not yet paid, or for payors who are known to be having financial difficulties that make the realization of amounts due unlikely). For receivables associated with self-pay patients (which includes both patients without insurance and patients with deductible and copayments balances due for which third-party coverage exists for part of the bill), Palmetto Health records a significant provision for uncollectible accounts in the period of service on the basis of its past experience, which indicates that many patients are unable or unwilling to pay the portion of their bill for which they are financially responsible. The difference between the standard rates (or the discounted rates, if negotiated) and the amounts actually collected after all reasonable collection efforts have been exhausted is charged off against the allowance for uncollectible accounts. Palmetto Health's allowance for uncollectible accounts for self-pay patients was 82% of self-pay accounts receivable at both March 31, 2013 and September 30, 2012. Palmetto Health has not changed its charity care or uninsured discount policies during fiscal years 2012 or 2011. Palmetto Health does not maintain a material allowance for uncollectible accounts from third-party payors, nor did it have significant write-offs from third-party payors.
Medicare Cost Report Schedule H, Part III, Line 8 THE AMOUNT WITHIN LINE 7 OF PART III REPRESENTS THE SHORTFALL AFTER COMPARING THE NET REVENUE AND COST OF PATIENTS CLASSIFIED AS MEDICARE WHO WERE NOT INCLUDED WITHIN THE SUBSIDIZED HEALTH SERVICE COMPONENT OF LINE 7G OF PART I. THE $60 MILLION SHORTFALL CONSISTS OF THE MEDICARE PATIENTS WHO INCURRED A LOSS BUT WERE NOT INCLUDED WITHIN THE SUBSIDIZED HEALTH SERVICE COMMUNITY BENEFIT FIGURE. THE COSTS REPORTED WITHIN LINE 6, PART III WERE FORMULATED USING A HOSPITAL WIDE COST TO CHARGE RATIO. ON THE FRONT END OF THE DEBT COLLECTION PROCESS, PRE-REGISTRATION STAFF, AS WELL AS FINANCIAL COUNSELORS, ARE PROACTIVE IN EXPLAINING FINANCIAL AND AGENCY ASSISTANCE. PALMETTO HEALTH UTILIZES DEPARTMENT OF HEALTH AND HUMAN SERVICES ON-SITE WORKERS, IN ADDITION TO FINANCIAL COUNSELORS, WHO MEET WITH THE PATIENTS OR FAMILY TO DETERMINE THEIR ELIGIBILITY FOR ASSISTANCE. PALMETTO HEALTH ALSO PROVIDES HELPFUL INFORMATION ON FINANCIAL ASSISTANCE IN THE PATIENTS' HANDBOOK AND AS PART OF THE BILLING PROCESS IN BOTH ENGLISH AND SPANISH. THERE ARE SIGNS POSTED AROUND THE CAMPUSES AND INFORMATION ON THE WEBSITE FOR RELATED PROGRAMS AVAILABLE AT PALMETTO HEALTH. POST DISCHARGE, A DESIGNATED UNIT, PURSUES FINANCIAL ASSISTANCE OR AGENCY ASSISTANCE FOR THE PATIENT, INCLUDING POSSIBLE DISCOUNTS OR PAYMENT PLANS. THIRD PARTIES ARE EMPLOYED TO WORK THE MORE DIFFICULT AND TIME CONSUMING SUPPLEMENTAL SECURITY INCOME CASES. IN ADDITION, PATIENTS WHO DO NOT RESPOND TO INTERNAL COLLECTION EFFORTS ARE REFERRED TO THIRD PARTY COLLECTION AGENCIES WHO REVIEW THE PATIENTS' STATUS FOR FINANCIAL ASSISTANCE.
Community Health Care Needs Assessment Schedule H, Part VI, Line 2 PALMETTO HEALTH HAS CONTRIBUTED MORE THAN $38 MILLION DOLLARS TOWARDS COMMUNITY HEALTH OUTREACH INITIATIVES OVER THE PAST Fifteen YEARS. THESE COMMUNITY OUTREACH PROGRAMS BENEFIT THE COMMUNITY BY OFFERING SERVICES IN AREAS OF NEED AND BY SUPPORTING EXISTING SUCCESSFUL COMMUNITY HEALTH OUTREACH INITIATIVES. IN ORDER TO ASSESS THE NEEDS OF THE COMMUNITIES AND DETERMINE WHAT PALMETTO HEALTH'S COMMUNITY PRIORITIES ARE, PALMETTO HEALTH STUDIES DISEASE SPECIFIC RESEARCH AND STATISTICS FOR NATIONAL, STATE AND COUNTY DATA. PALMETTO HEALTH ALSO USES INPATIENT AND EMERGENCY DEPARTMENT TRENDS DATA AND FOCUS GROUP DATA TO HELP DETERMINE WHAT COMMUNITY PRIORITIES WILL BE. IN ADDITION, PALMETTO HEALTH UTILIZES HEALTHY PEOPLE 2020 OBJECTIVES, community forums and patient survey data TO HELP DRIVE THE COMMUNITY NEEDS PROGRAM DESIGN.
Eligibility Education Schedule H, Part VI, Line 3 PALMETTO HEALTH STRIVES TO IMPROVE THE WELL BEING OF THE COMMUNITIES IT SERVES. QUALITY SERVICES ARE MADE AVAILABLE TO ALL MEMBERS OF THE COMMUNITY REGARDLESS OF AN ABILITY TO PAY. PALMETTO HEALTH WILL WORK WITH UNINSURED OR UNDER INSURED PATIENTS TO SEEK FINANCIAL ASSISTANCE OR CHARITY CARE. PATIENTS ARE EDUCATED ABOUT THEIR ELIGIBILITY FOR ASSISTANCE UNDER FEDERAL, STATE OR LOCAL GOVERNMENT PROGRAMS OR UNDER PALMETTO HEALTH'S CHARITY CARE POLICY DURING THE REGISTRATION PROCESS. DURING PRE-REGISTRATION AND REGISTRATION, PATIENTS ARE INTERVIEWED BY A FINANCIAL COUNSELOR TO DETERMINE WHETHER THE PATIENT HAS A NEED FOR FINANCIAL ASSISTANCE OR CHARITY CARE. THE FINANCIAL COUNSELOR REVIEWS THE FINANCIAL STATUS OF THE PATIENT TO DETERMINE WHICH PROGRAM(S) THE PATIENT MAY BE ELIGIBLE TO PARTICIPATE. IF IT IS DEEMED THAT A PATIENT MAY BE ELIGIBLE FOR FINANCIAL ASSISTANCE, DEPARTMENT OF HEALTH AND HUMAN SERVICES WORKERS ARE AVAILABLE TO ASSIST PATIENTS AND THEIR FAMILIES WITH COMPLETING APPLICATIONS. PALMETTO HEALTH'S WEBSITE, WWW.PALMETTOHEALTH.ORG, STATES PALMETTO HEALTH WILL WORK WITH UNINSURED OR UNDER INSURED PATIENTS TO SEEK FINANCIAL ASSISTANCE OR CHARITY CARE. POST DISCHARGE, PATIENTS EXPRESSING ISSUES WITH BEING UNABLE TO PAY THEIR BILL WILL BE DIRECTED TO FINANCIAL COUNSELORS TO ASSIST IN EDUCATING THE PATIENTS ABOUT THE FINANCIAL ASSISTANCE POLICY.
Description of Community Served Schedule H, Part VI, Line 4 THE PRIMARY SERVICE AREA FOR PALMETTO HEALTH CONSISTS OF RICHLAND AND LEXINGTON COUNTIES. THERE ARE APPROXIMATELY 665,353 RESIDENTS WHO LIVE WITHIN THE PRIMARY SERVICE AREA. THE MEDIAN HOUSEHOLD INCOME OF THE CONSTITUENTS IN RICHLAND AND LEXINGTON COUNTIES IS $46,509 AND $50,126 RESPECTIVELY. THE UNEMPLOYMENT RATE FOR RICHLAND COUNTY IS 8.9% AND LEXINGTON COUNTY IS 7.3%. THE SECONDARY SERVICE AREA FOR PALMETTO HEALTH CONSISTS OF CALHOUN, FAIRFIELD, KERSHAW, LEE, NEWBERRY, ORANGEBURG, SALUDA AND SUMTER COUNTIES. THERE ARE APPROXIMATELY 381,300 RESIDENTS WHO LIVE IN THESE SECONDARY SERVICE AREAS. THE MEDIAN HOUSEHOLD INCOME FOR CALHOUN COUNTY IS $38,513, FAIRFIELD COUNTY IS $32,937, KERSHAW COUNTY IS $44,381, LEE COUNTY IS $29,926, NEWBERRY COUNTY IS $39,257, ORANGEBURG COUNTY IS $32,644, SALUDA COUNTY IS $42,409 AND SUMTER COUNTY IS $37,687. THE UNEMPLOYMENT RATE FOR THE SECONDARY MARKET IN CALHOUN COUNTY IS 10.1%, FAIRFIELD COUNTY IS 12.4%, KERSHAW COUNTY IS 8.4%, LEE COUNTY IS 12%, NEWBERRY COUNTY IS 9%, ORANGEBURG COUNTY IS 12.5%, SALUDA COUNTY IS 8.5% AND SUMTER COUNTY IS 10.7%.
Promoting the Health of the Community Schedule H, Part VI, Line 5 Palmetto Health is central South Carolina's largest and most comprehensive not-for-profit health system. In our progressive environment, the latest technology and treatment protocols go hand-in-hand with quality patient care. Palmetto Health is a South Carolina nonprofit public benefit corporation recognized as an IRC section 501(c)(3) charity, which consists of the outstanding hospitals - Palmetto Health Richland and Palmetto Health Baptist, Children's Hospital and Palmetto Health Heart Hospital in Columbia. Palmetto Health also jointly owns Baptist Easley Hospital in Easley, SC. The 1,247-bed system is a JCAHO-accredited institution and has more than 8,500 employees and 1,300 physicians. Palmetto Health furthers its exempt purposes by adopting a charity care policy that provides free care to individuals who are at or below the 200% of Federal Poverty Guidelines. Palmetto Health also provides care to Medicare, Medicaid and other government payor programs. Palmetto Health also operates 24-hour emergency rooms and offers services to all patients regardless of their ability to pay. An open medical staff is maintained in order to have proper staffing coverage and allow for more efficient care and delivery of services in our hospital facilities. Palmetto Health community health outreach programs benefit the community by offering services in areas of need and by supporting existing successful community health outreach initiatives. Palmetto Health provides cash and in-kind contributions to nonprofit community healthcare organizations in the community in order to further promote the health, wellness and welfare of the communities served. Palmetto Health also sponsors continuing medical education classes, health education workshops, preventative health screenings and health fairs in the community. Community Service Programs: Community Partners of the Midlands (formerly Family Service Center) Children & Adult Dental Clinic A partnership with the United Way of the Midlands allowed Palmetto Health to sustain its relationship with the children and adult dental clinic once operated by Family Service Center of South Carolina. Many children in South Carolina are caught in a tough set of circumstances. Their family income levels are too high to qualify for Medicaid, but assistance is still needed to make full health coverage affordable for the family. A partnership with Community Partners of the Midlands provides comprehensive dental services to these children caught in the gap. Eligible children are those that receive free or reduced school lunch. Dental services include cleanings, x-rays, sealants, fluoride and fillings. The children's dental clinic is operated using volunteer private dentists. More than 450 South Carolina dentists have volunteered to ensure free dental services for children, and have done so for over 50 years. Years later, the Community Partners of the Midlands Dental Clinic began to provide comprehensive dental services to uninsured and underinsured adults eleven hours per week during adult clinic hours. With assistance from Palmetto Health, the adult program became the first of its kind in Richland County. Adult residents are able to receive preventative care, restorative care, tooth extractions, fillings and emergency treatment. In FY 2012, Palmetto Health dental residents volunteered nearly 300 hours to the adult dental clinic. However, a full-time dentist performs most operations. All services are provided to patients at no cost. Evidence supporting a strong association between periodontal disease and pre-term and low birth-weight births prompted a third program through the Community Partners of the Midlands Adult Dental Clinic. Premature birth is South Carolina's leading cause of infant mortality, with one in eight babies born too early and too small. Periodontitis is inflammation of the tissue surrounding the teeth, causing shrinking of the gums and loosening of the teeth. This common gum disease and severe gingivitis are factors in premature and low-weight births. The harmful bacteria that cause these diseases can enter the bloodstream and target the fetus, resulting in pre-term labor. While obstetricians encourage all pregnant women to be examined, the challenge lies in reaching low-income or uninsured pregnant women early enough to have their dental problems identified and treated. Women participating in Palmetto Healthy Start's prenatal program are referred to the dental clinic, screened for periodontal disease and treated as needed at no cost. In FY 2012, the dental clinic served 3,058 patients - to include children, adults and pregnant women. Columbia Oral Health Clinic HIV+ Adult Dental Clinic Along with uninsured adults and their families, people living with HIV/AIDS were also identified as a high-risk population with oral health needs. Since the beginning of the HIV/AIDS epidemic, over 30 oral health conditions resulting from HIV have been reported. Some conditions are almost exclusively found in people with HIV, however common oral health conditions are more severe for these patients. A weakened immune system typically calls for more intensive and costly treatments. However, with a growing number of HIV/AIDS patients without dental insurance and private dentists that refuse to accept them as patients, a free dental clinic exclusively for this population was necessary. Through a partnership with Columbia Oral Health Clinic, Palmetto Health provides dental services for HIV/AIDS patients of the Midlands. Like a private dental practice, patients are seen by appointments and allowed comprehensive dental care, to include preventive and restorative care, oral surgery and prosthodontics from a staff of fulltime professionals, including a dentist, dental assistant and dental hygienist. Services are provided to patients at cost. Midlands Dental Initiative In response to the rising emergency department dental visits, Palmetto Health was charged with creating a program that would redirect patients to dental homes. Unwarranted visits to emergency departments decreased available hours for more urgent patients with serious or critical conditions. Since FY 2009, following the end of Medicaid dental services for adults, dental visits in our emergency departments increased significantly. To combat this issue, the Midlands Dental Initiative was created and began referring patients on July 2, 2012. In FY 2012 (July-September), the program referred 491 patients to local dentists. Family Connection of South Carolina Project Breathe Easy According to the S.C. Office of Research and Statistics, asthma is the leading cause of hospitalizations in Richland County for children under the age of 18. Serving Richland and Lexington counties, Family Connection of South Carolina received funding from Palmetto Health for the expansion of Project Breathe Easy, an asthma education program for parents of asthmatic children. Parents received physician and social services referrals, and were also educated regarding asthma and the steps that can be taken to prevent serious asthma attacks. Through support groups, home visits and telephone calls, Family Connection staff provided 5,241 services to program participants. University of South Carolina School of Medicine Minority Medical Student Scholarship South Carolina has a disproportionate number of minority students enrolling in medical school within the state. Palmetto Health uses its partnership with the University of South Carolina School of Medicine to provide funding for a minority medical student to increase the number of minority students studying and practicing medicine in South Carolina. Since the inception of the award, four students have received the Palmetto Health Medical Scholarship. Three have graduated, and two have remained to practice in South Carolina. Palmetto Health Midlands Partnership for Community Health Parish Nurse Program Palmetto Health provided funding to the Midlands Partnership for Community Health's Parish Nurse Program to cover the costs of a nurse for the elderly patients of Columbia Housing Authority (CHA). Recognizing the importance of such a resource, Columbia Housing Authority matches the hospital's funds to ensure supplemental materials and resources are also provided. The elderly, low-income residents of the CHA high-rise apartments, who ordinarily receive little to no care, benefit tremendously from the services and convenience of an on-site nurse. They receive services such as home visits, health screenings, blood pressure monitoring, and chronic disease education. They also receive health histories, flu shots, prescription assistance, and transportation. In FY 2012, Palmetto Health's parish nurses provided 36,425 services to residents.
Community Benefit Report State Filings Schedule H, Part VI, Line 7 SOUTH CAROLINA
Billing and Collections Efforts Made Part V, Question 17 - All hospital facilities All hospital facilities do alert patients about our financial assistance policy, as indicated on line 17, and the hospitals did not undertake any of the measures listed on line 16 prior to determining if a patient qualifies for financial assistance.
Individuals Eligible For Financial Assistance Part V, Question 19 - All hospital facilities Both hospital facilities provided discounted care to patients at or below 400% of the Federal Poverty Guidelines and free care to patients below 200% of Federal Poverty Guidelines. In addition to discounts based on income, patients with higher bills were provided with larger discounts to help decrease the burden of their bill.
Schedule H (Form 990) 2011
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
Palmetto Health
 
Employer identification number
58-2296052
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) American Heart Association190 Knox Abbott Dr
Cayce,SC29033 		13-5613797 501 c (3) 24,950       Sponsorship
(2) Benedict College1600 Harden Street
Columbia,SC29204 		57-0314365 501 c (3) 5,300       General purpose
(3) City Center Partnership1201 Main St Ste 150
Columbia,SC29201 		57-1116130 501 c (3) 65,500       General purpose
(4) Central SC Alliance1201 Main St Ste 100
Columbia,SC29201 		57-1003750 501 c (3) 10,000       Sponsorship
(5) Columbia Blowfish HWS301 S Assembly Street
Columbia,SC29201 		20-2706317   5,640       Sponsorship
(6) Columbia College Leadership Institute1301 Columbia Clge Dr
Columbia,SC29203 		57-0324915 501 c (3) 50,000       General Purpose
(7) Columbia Oral Health Clinic3425 1/2 N Main St
Columbia,SC29230 		57-1073100 501 c (3) 120,000       Indigent Healthcare
(8) Columbia Urban League1400 Barnwell Street
Columbia,SC29201 		57-0482767 501 c (3) 10,000       Sponsorship
(9) Community Partners of Midlands1800 Main Street
1 Greystone Building Ste 206
Columbia,SC29201 		47-0744183 501 c (3) 30,015       Sponsorship
(10) Eau Claire Cooperative Health1228 Harden Street
Columbia,SC29204 		57-0965445 501 c (3) 133,223       Indigent healthcare
(11) Edventure Children's MuseumPO Box 1638
PO Box 4246
Columbia,SC29202 		57-1013857 501 c (3) 6,840       Obesity Prevention
(12) Family Service Center2712 Middleburg Drive
Columbia,SC29204 		57-0630921 501 c (3) 152,573       Indigent Healthcare
(13) Free Medical Clinic1875 Harden Street
Columbia,SC29204 		57-0779279 501 c (3) 55,000       Indigent healthcare
(14) Greater Chapin Chamber of Commerce302 Columbia Avenue
Chapin,SC29036 		57-0936258 501 c (3) 5,250       Sponsorship
(15) Greater Columbia Chamber of Commerce930 Richland Avenue
Columbia,SC29201 		20-8781550 501 c (3) 59,300       Sponsorship
(16) Health Teacher Inc209 10th Avenue
Nashville,TN37203 		20-3456491 501 c (3) 36,750       Sponsorship
(17) James R Clark Mem Sickle Cell Foundation1420 Gregg Street
Columbia,SC29201 		57-0858930 501 c (3) 49,225       Indigent Healthcare
(18) Lexington Chamber of CommercePO Box 44
Lexington,SC29071 		57-0388041 501 c (3) 10,259       Sponsorship
(19) March of Dimes-Columbia240 Stoneridge Dr
Columbia,SC29210 		13-1846366 501 c (3) 42,115       Sponsorship
(20) Mental Illness Recovery Center3809 Rosewood Drive
Columbia,SC29240 		57-0984185 501 c (3) 183,674       Homeless housing
(21) Midlands Educ and Business AlliancePO Box 2408
Columbia,SC29202 		20-0350584 501 c (3) 15,000       Sponsorship
(22) Midlands Housing Alliance1901 Main Street
Columbia,SC29201 		20-3524141 501 c (3) 200,000       Homeless Housing
(23) Northeast Family Dentistry PA7711 Trenholm Road Ext
Columbia,SC29223 		57-1007010 501 c (3) 14,018       General Purpose
(24) Palmetto Aids Life Support Services2638 Two Notch Rd
Columbia,SC29204 		57-0841427   75,000       Indigent Healthcare
(25) Palmetto Conservation Foundation1314 Lincoln Street
Columbia,SC29201 		57-0907043 501 c (3) 64,000       Sponsorship
(26) Richland County School District One1616 Richland Street
Columbia,SC29201 		57-6000243 Government 10,204       Sponsorship
(27) SC Campaign To Prevent Teen Pregnancy1331 Elmwood Avenue
Columbia,SC29201 		57-0897120 501 c (3) 51,260       Teen Pregnancy Prevention
(28) SC Chamber of Commerce1301 Gervais Street
Columbia,SC29201 		57-0219655 501 c (3) 11,649       Sponsorship
(29) SC HIV Aids Council1115 Calhoun Street
Columbia,SC29201 		57-0994526 501 c (3) 34,100       HIV Testing & Prevention
(30) SC Reasearch Foundation901 Sumter St Ste 501
Columbia,SC29208 		57-0967350 501 c (3) 35,832       Child Health
(31) Sexual Trauma Services3700 Forest Dr
Columbia,SC29204 		57-0763120 501 c (3) 50,500       Crisis Intervention
(32) Silver Ring Thing238 Moon Clinton Rd
Moon Twnshp,PA15108 		36-4550882 501 c (3) 10,000       General purpose
(33) United Way of the Midlands1800 Main Street
Columbia,SC29201 		57-0314396 501 c (3) 89,596       General Purpose
(34) USC Business Partnership Foundation1705 College Street
Columbia,SC29201 		23-7042391 501 c (3) 109,279       General purpose
(35) USC Educational Foundation1600 Hampton Street
Columbia,SC29208 		57-6017985 501 c (3) 22,000       Scholarship
(36) YMCA of Columbia1420 Sumter Street
Columbia,SC29201 		57-0314423 501 c (3) 27,633       Sponsorship
(37) Youth Voices of Lower Richland2615 Lower Richland Blvd
Hopkins,SC29061 		37-1576735 501 c (3) 10,000       Sponsorship
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
35
3
Enter total number of other organizations listed in the line 1 table ......................... . Bullet Image
2
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2011

Schedule I (Form 990) 2011
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance
(1) Tuition and Books 11 85,000      













Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
Procedure for Monitoring Use of Grant Funds Inside U.S. Schedule I, Part I, Line 2 PALMETTO HEALTH PROVIDES FUNDING TO A NUMBER OF NON-PROFIT ORGANIZATIONS TO EXPAND SERVICES IN OUR COMMUNITY. ORGANIZATIONS THAT RECEIVE GRANTS MUST SUBMIT MONTHLY REPORTS THAT DETAIL THE SCOPE AND TYPE OF SERVICES PROVIDED TO PATIENTS/CLIENTS EACH MONTH. ORGANIZATIONS RECEIVE PAYMENT IF THESE REPORTS ARE RECEIVED IN A TIMELY MANNER AND IF ALL CONDITIONS OF THE AGREEMENT WITH PALMETTO HEALTH ARE MET. IN ADDITION, ACCORDING TO THE AGREEMENT PALMETTO HEALTH RESERVES THE RIGHT TO PERFORM A FINANCIAL AUDIT REGARDING THE USE OF FUNDING DOLLARS PROVIDED TO THE ORGANIZATION. PALMETTO HEALTH WILL ALERT THE ORGANIZATION OF THE AUDIT 10 BUSINESS DAYS BEFORE SUCH AUDIT OCCURS. ADDITIONALLY, THE ORGANIZATION MAKES CHARITABLE DONATIONS TO OTHER ORGANIZATIONS IN OUR COMMUNITY THAT ARE CONSISTENT WITH OUR MISSION.
Schedule I (Form 990) 2011


Additional Data


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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
Palmetto Health
 
Employer identification number

58-2296052
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement 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
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2011

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

Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and column (E) for that individual.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) Charles D Beaman Jr (i)
(ii)		 761,875
0 		167,710
0 		18,186
0 		240,805
0 		22,202
0 		1,210,778
0 		0
0
(2) John J Singerling (i)
(ii)		 540,685
0 		61,276
0 		1,104
0 		237,619
0 		17,774
0 		858,458
0 		0
0
(3) Paul K Duane (i)
(ii)		 408,960
0 		83,173
0 		14,039
0 		168,690
0 		31,236
0 		706,098
0 		0
0
(4) James I Raymond MD (i)
(ii)		 487,883
0 		76,170
0 		33,366
0 		10,719
0 		19,955
0 		628,093
0 		0
0
(5) Michelle E Edwards (i)
(ii)		 238,001
0 		48,496
0 		781
0 		48,192
0 		11,384
0 		346,854
0 		0
0
(6) James M Bridges (i)
(ii)		 328,743
0 		60,271
0 		1,695
0 		179,932
0 		7,998
0 		578,639
0 		0
0
(7) Edward S Hickson (i)
(ii)		 243,344
0 		19,382
0 		542
0 		50,175
0 		15,296
0 		328,739
0 		0
0
(8) Howard P West (i)
(ii)		 290,565
0 		66,473
0 		1,059,678
0 		12,005
0 		22,630
0 		1,451,351
0 		283,100
0
(9) Willis Gregory III (i)
(ii)		 614,594
0 		51,228
0 		3,160
0 		11,610
0 		13,835
0 		694,427
0 		0
0
(10) Ellis M Knight MD (i)
(ii)		 337,425
0 		42,184
0 		2,848
0 		102,442
0 		13,214
0 		498,113
0 		0
0
(11) Vince Ford (i)
(ii)		 176,024
0 		32,826
0 		861
0 		84,839
0 		10,736
0 		305,286
0 		0
0
(12) Benjamin M Cunningham Jr (i)
(ii)		 181,368
0 		24,079
0 		398
0 		8,992
0 		16,925
0 		231,762
0 		0
0
(13) Jeffrey T Ehreth MD (i)
(ii)		 595,394
0 		875,206
0 		2,070
0 		9,433
0 		14,370
0 		1,496,473
0 		0
0
(14) Harris H Parker MD (i)
(ii)		 571,503
0 		408,354
0 		1,170
0 		9,433
0 		27,805
0 		1,018,265
0 		0
0
(15) James B Tribble MD (i)
(ii)		 691,089
0 		143,308
0 		2,692
0 		8,575
0 		11,809
0 		857,473
0 		0
0
(16) Amjad AbdulRahman (i)
(ii)		 670,790
0 		164,753
0 		1,573
0 		9,433
0 		3,665
0 		850,214
0 		0
0
(17) Roland R Craft MD (i)
(ii)		 580,740
0 		190,963
0 		660
0 		9,433
0 		11,843
0 		793,639
0 		0
0
(18) Robert H Bunch MD (i)
(ii)		 370,041
0 		6,000
0 		4,370
0 		8,797
0 		12,106
0 		401,314
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 nonqualified retirement plan Schedule J, Part I, Line 4b THE FOLLOWING INDIVIDUALS PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: NAME: ACCRUAL AMOUNTS: CHARLES D. BEAMAN, JR $228,800 PAUL K. DUANE $158,400 JOHN J. SINGERLING $226,900 ELLIS M. KNIGHT, MD $93,900 EDWARD S. HICKSON $41,600 JAMES BRIDGES $167,600 VINCE FORD $75,900 MICHELLE E. EDWARDS $37,600 PALMETTO HEALTH PROVIDES A SUPPLEMENTAL RETIREMENT BENEFIT TO SENIOR EXECUTIVES THAT IS CONTINGENT ON THEM REMAINING AT PALMETTO HEALTH UNTIL RETIREMENT. THE ACCRUAL AMOUNTS ABOVE REFLECT THE CHANGE IN THE ACTUARIAL VALUE DURING THE YEAR AND ARE IMPACTED BY VARIOUS FACTORS, INCLUDING THE AGE OF THE PARTICIPANT AND CHANGES IN INTEREST RATES. DURING THE CALENDAR YEAR REPORTED WITHIN THIS YEAR, HOWARD P. WEST REACHED RETIREMENT AGE AND HIS ACCRUED BENEFIT WAS PAID OUT AND $1,051,205 IS INCLUDED IN HIS REPORTED WAGES REFLECTED IN THIS FORM 990.
Schedule J (Form 990) 2011

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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
Palmetto Health
 
Employer identification number
58-2296052
Part I
Bond Issues
(a) Issuer Name (b) Issuer EIN (c) CUSIP # (d) Date Issued (e) Issue Price (f) Description of Purpose (g) Defeased (h) On
Behalf of
Issuer 		(i) Pool
financing
Yes No Yes No Yes No
A SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY
  		57-0960018 83703EHDO 08-28-2003 1,888,070,805 REFUND 3-30-2000 BONDS   X   X   X
B SOUTH CAROLINA JOB-ECONOMIC DEVELOPMENT AUTHORITY
  		57-0960018 83703EHT5 08-28-2003 260,110,624 SEE PART VI X     X   X
C SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY
  		57-0960018 83703EJCO 12-15-2005 257,150,000 REFUND OF 8-28-2003 BONDS X     X   X
D SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY
  		57-0960018 83703FAX0 03-15-2007 120,000,000 CONSTRUCT & EQUIPMENT HEALTH FACIL   X   X   X
SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY
  		57-0960018 83703FDG4 09-23-2009 125,300,879 SEE PART V   X   X   X
SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY
  		57-0960018   12-21-2010 215,000,000 CONSTRUCT & EQUIPMENT HEALTH FACIL   X   X   X
SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY
  		57-0960018 83703FEL2 05-11-2011 93,905,983 REFUND of 6-12-2008 X     X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . 111,005,000 48,670,000 55,825,000 50,890,000
2 Amount of bonds legally defeased . . . . . . . . . . 0 203,530,000 0 0
3 Total proceeds of issue . . . . . . . . . . . . . 188,070,805 260,110,624 257,150,000 120,000,000
4 Gross proceeds in reserve funds . . . . . . . . 5,396,014 4,134,428 17,302,850 0
5 Capitalized interest from proceeds . . . . . . . . . . 0 12,725,140 0 9,572,106
6 Proceeds in refunding escrows . . . . . . . . . . . 179,793,196 86,117,168 242,169,011 0
7 Issuance costs from proceeds . . . . . . . . . . . 2,048,312 3,083,904 2,536,419 1,208,861
8 Credit enhancement from proceeds . . . . . . . . . . 801,140 0 12,444,570 0
9 Working capital expenditures from proceeds . . . . . . . 0 0 0 0
10 Capital expenditures from proceeds . . . . . . . . . . 0 154,042,551 0 115,613,320
11 Other spent proceeds . . . . . . . . . . . 0 0 0 0
12 Other unspent proceeds . . . . . . . . . . . 0 0 0 0
13 Year of substantial completion . . . . . . . . . . . 2006 2006 2009
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . .   X X     X   X
15 Were the bonds issued as part of an advance refunding issue? . . . . X     X X     X
16 Has the final allocation of proceeds been made? . . . . . . X   X   X     X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . . X   X   X   X  
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 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   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? . . . . .   X   X   X X  
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . X   X   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? . X   X   X   X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0.00000% 0.00000% 0.00000% 0.00000%
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet 0.00000% 0% 0% 0%
6 Total of lines 4 and 5 . . .. . . . . . . . . 0.00000% 0% 0% 0%
7 Does the bond issue meet the private security or payment test? . . . X   X   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   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has a Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate, been filed with respect to the bond issue? . . .   X   X   X   X
2 Is the bond issue a variable rate issue? X     X X   X  
3a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X X   X  
b Name of provider . . . . . . . . 0
  		0
  		MERRILL LYNCH
  		 
 
c Term of hedge . . . . . . . . 7.8   7.8 32.5
d Was the hedge superintegrated? . . . .   X       X   X
e Was a hedge terminated? . . . . .   X       X   X
4a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . .   X   X   X   X
b Name of provider . . . . . . 0
  		0
  		0
  		0
 
c Term of GIC . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . . .                
5 Were any gross proceeds invested beyond an available temporary period? . . . . . .   X   X   X X  
6 Did the bond issue qualify for an exception to rebate? .   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? . . .   X   X   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
SEE SCHEDULE O 0  
Schedule K (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
Palmetto Health
 
Employer identification number
58-2296052
Part I
Bond Issues
(a) Issuer Name (b) Issuer EIN (c) CUSIP # (d) Date Issued (e) Issue Price (f) Description of Purpose (g) Defeased (h) On
Behalf of
Issuer 		(i) Pool
financing
Yes No Yes No Yes No
A SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY
  		57-0960018 83703EHDO 08-28-2003 1,888,070,805 REFUND 3-30-2000 BONDS   X   X   X
B SOUTH CAROLINA JOB-ECONOMIC DEVELOPMENT AUTHORITY
  		57-0960018 83703EHT5 08-28-2003 260,110,624 SEE PART VI X     X   X
C SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY
  		57-0960018 83703EJCO 12-15-2005 257,150,000 REFUND OF 8-28-2003 BONDS X     X   X
D SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY
  		57-0960018 83703FAX0 03-15-2007 120,000,000 CONSTRUCT & EQUIPMENT HEALTH FACIL   X   X   X
SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY
  		57-0960018 83703FDG4 09-23-2009 125,300,879 SEE PART V   X   X   X
SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY
  		57-0960018   12-21-2010 215,000,000 CONSTRUCT & EQUIPMENT HEALTH FACIL   X   X   X
SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY
  		57-0960018 83703FEL2 05-11-2011 93,905,983 REFUND of 6-12-2008 X     X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . 111,005,000 48,670,000 55,825,000 50,890,000
2 Amount of bonds legally defeased . . . . . . . . . . 0 203,530,000 0 0
3 Total proceeds of issue . . . . . . . . . . . . . 188,070,805 260,110,624 257,150,000 120,000,000
4 Gross proceeds in reserve funds . . . . . . . . 5,396,014 4,134,428 17,302,850 0
5 Capitalized interest from proceeds . . . . . . . . . . 0 12,725,140 0 9,572,106
6 Proceeds in refunding escrows . . . . . . . . . . . 179,793,196 86,117,168 242,169,011 0
7 Issuance costs from proceeds . . . . . . . . . . . 2,048,312 3,083,904 2,536,419 1,208,861
8 Credit enhancement from proceeds . . . . . . . . . . 801,140 0 12,444,570 0
9 Working capital expenditures from proceeds . . . . . . . 0 0 0 0
10 Capital expenditures from proceeds . . . . . . . . . . 0 154,042,551 0 115,613,320
11 Other spent proceeds . . . . . . . . . . . 0 0 0 0
12 Other unspent proceeds . . . . . . . . . . . 0 0 0 0
13 Year of substantial completion . . . . . . . . . . . 2006 2006 2009
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . .   X X     X   X
15 Were the bonds issued as part of an advance refunding issue? . . . . X     X X     X
16 Has the final allocation of proceeds been made? . . . . . . X   X   X     X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . . X   X   X   X  
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 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   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? . . . . .   X   X   X X  
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . X   X   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? . X   X   X   X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0.00000% 0.00000% 0.00000% 0.00000%
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet 0.00000% 0% 0% 0%
6 Total of lines 4 and 5 . . .. . . . . . . . . 0.00000% 0% 0% 0%
7 Does the bond issue meet the private security or payment test? . . . X   X   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   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has a Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate, been filed with respect to the bond issue? . . .   X   X   X   X
2 Is the bond issue a variable rate issue? X     X X   X  
3a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X X   X  
b Name of provider . . . . . . . . 0
  		0
  		MERRILL LYNCH
  		 
 
c Term of hedge . . . . . . . . 7.8   7.8 32.5
d Was the hedge superintegrated? . . . .   X       X   X
e Was a hedge terminated? . . . . .   X       X   X
4a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . .   X   X   X   X
b Name of provider . . . . . . 0
  		0
  		0
  		0
 
c Term of GIC . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . . .                
5 Were any gross proceeds invested beyond an available temporary period? . . . . . .   X   X   X X  
6 Did the bond issue qualify for an exception to rebate? .   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? . . .   X   X   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
SEE SCHEDULE O 0  
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
Palmetto Health
 
Employer identification number

58-2296052
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501 (c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Description of transaction (c) Corrected?
Yes No





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

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 26, or Form 990-EZ, Part V, line 38a.
(a) Name of interested person and purpose (b) Loan to or from the organization? (c)Original principal amount (d)Balance due (e) In default? (f) Approved by board or committee? (g)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b)Relationship between interested person and the organization (c)Amount of grant or type of assistance
For Privacy Act and Paperwork Reduction Act Notice, see the
Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 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) Radiation Oncololy See Part V 737,842 Rent: Facility/Equipment   No
(2) Carolina Care See Part V 14,574,214 Performance of Services   No
(3) Parkridge Surgery Center See Part V 389,655 Rent / Loan   No
(4) Hospital Services Inc See Part V 2,120,692 Laundry Services   No
(5) Railroad Group LLC See Part V 350,105 Rent: Facility   No
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
Part V - Business Transactions with Interested Parties   (1)(b) The following individuals are directors of Radiation Oncology, a for-profit partnership owned in part by Palmetto Health: Benjamin M. Cunningham Jr and Stan Hickson, key employees of Palmetto Health. These individuals sit on the board of this entity as representatives of Palmetto Health, but do not hold any ownership interest. (2)(b) Carolina Care is an entity in which two board members of Palmetto Health, Dr. N. John Stewart, MD, and William C. Gerard, MD, are Officers. (3)(b) The following individuals are directors of Parkridge Surgery Center, a for-profit partnership owned in part by Palmetto Health: Paul Duane, Officer of Palmetto Health and James M. Bridges, Key Employee of Palmetto Health, and Arthur M. "Art" Bjontegard, Jr., Board Member of Palmetto Health. These individuals sit on the board of this entity as representatives of Palmetto Health, but do not hold any ownership interest. (4)(b) The following individual is a director of Hospital Services, Inc., a for-profit corporation owned in part by Palmetto Health: James A. Bennett, a board member of Palmetto Health. This individual sits on the board of this entity as a representative of Palmetto Health, but does not hold any ownership interest. (5)(b) Railroad Group, LLC is an entity owned more than 5% by Robert Bunch, a Board member of Palmetto Health.
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
Palmetto Health
 
Employer identification number

58-2296052
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 .... X 1 7,500 Fair Market Value
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded .        
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
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
Gift Acceptance Policy Schedule M, Part I, Line 31 The non-cash contribution was donated by a related organization. Palmetto Health typically does not accept non-cash donations from sources other than related organizations and therefore does not have a formal gift acceptance policy.
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
Palmetto Health
 
Employer identification number

58-2296052
Identifier Return Reference Explanation
Significant Changes to Governing Documents Form 990, Part VI, Line 4 The following changes were made to the organization's Bylaws: 1. The Chief Executive Officer becomes a voting member of the Board and all Board committees, except the Executive Compensation Committee. 2. The Chair and Vice Chair become ex officio voting members of all Board committees. 3. The Executive Committee has responsibility for oversight of strategic planning. 4. The Audit and Compliance Committee is incorporated into the Finance Committee.
Members or Stockholders Form 990, Part VI, Line 6 PALMETTO HEALTH HAS TWO MEMBERS: RICHLAND MEMORIAL HOSPITAL (CLASS R MEMBER) AND BAPTIST HEALTHCARE SYSTEM OF SC, INC. (CLASS B MEMBER).
Members or Stockholders Who May Elect Form 990, Part VI, Line 7a THE CLASS R MEMBER AND THE CLASS B MEMBER NOMINATE AND ELECT SIX DIRECTORS EACH TO THE PALMETTO HEALTH BOARD OF DIRECTORS. THOSE TWELVE DIRECTORS AND THE CEO NOMINATE AND ELECT AN ADDITIONAL THREE MEMBERS. THESE 15 DIRECTORS IN ADDITION TO THE CEO MAKE UP THE 16 TOTAL VOTING MEMBERS OF THE BOARD.
Decisions Subject to Approval Form 990, Part VI, Line 7b THE CLASS R AND CLASS B MEMBER HAVE "RESERVED POWERS". THESE POWERS INCLUDE (QUOTED DIRECTLY FROM PALMETTO HEALTH BYLAWS): "(I) ANY CHANGE IN THE BOARD THAT WOULD RESULT IN THOSE DIRECTORS SELECTED BY THE CLASS R AND CLASS B MEMBERS COMPRISING, ON A COMBINED BASIS, LESS THAN A MAJORITY OF THE TOTAL NUMBER OF DIRECTORS; (II) ANY CHANGE THAT WOULD RESULT IN THE CLASS R MEMBER HAVING THE RIGHT TO ELECT A DIFFERENT NUMBER OF DIRECTORS THAN THE CLASS B MEMBER; (III) ANY CHANGE IN A MEMBER'S RIGHTS REGARDING THE ELECTION OR REMOVAL OF DIRECTORS; (IV) APPROVAL OF ANY AMENDMENT TO, OR REPEAL OF, THE ARTICLES OF INCORPORATION OF THE CORPORATION (THE "ARTICLES"); (V) APPROVAL OF ANY MERGER, CONSOLIDATION, SALE, OR LEASE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION; (VI) APPROVAL OF THE DISSOLUTION OF THE CORPORATION; (VII) APPROVAL OF THE ADDITION OF A MEMBER; (VIII) ANY CHANGE IN PROVISIONS OF THE MEMBERS' PRE-INCORPORATION AND JOINT OPERATING AGREEMENT (THE "JOINT OPERATING AGREEMENT") OR THESE BYLAWS THAT REQUIRE THAT IF THE CHAIR IS ELECTED FROM AMONG THE RICHLAND DIRECTORS, THE VICE CHAIR MUST BE ELECTED FROM AMONG THE BAPTIST DIRECTORS AND VICE VERSA; (IX) ANY CHANGE IN PROVISIONS OF THE JOINT OPERATING AGREEMENT OR THESE BYLAWS REGARDING THE DUTIES OR COMPOSITION REQUIREMENTS OF THE EXECUTIVE MANAGEMENT COMMITTEE OF THE BOARD; (X) ANY OF THE BOARD ACTIONS DESCRIBED IN SECTION 3.14.2.7, BELOW, REGARDING PALMETTO HEALTH BAPTIST EASLEY; (XI) ANY CHANGE IN THE MISSION STATEMENT; (XII) APPROVAL OF THE STRATEGIC PLAN OF THE CORPORATION OR ANY MATERIAL MODIFICATION THERETO; AND (XIII) ANY AMENDMENT OR REPEAL OF THESE BYLAWS THAT WOULD AFFECT ANY AUTHORITY OR PRIVILEGE OF A MEMBER AS DESCRIBED ABOVE." FURTHER EXPLANATION FOR ITEM (X): APPROVAL OF A MERGER, CONSOLIDATION, SALE, OR LEASE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF PALMETTO HEALTH BAPTIST EASLEY ("PHBE"), APPROVAL OF THE CONVERSION OF PHBE TO PRIMARILY AN OUTPATIENT FACILITY, OR APPROVAL OF THE DISCONTINUATION OF OPERATION OF PHBE.
Form 990 Review Process Form 990, Part VI, Line 11b PALMETTO HEALTH'S FORM 990 WAS REVIEWED IN DETAIL BY THE ACCOUNTING MANAGER AND VICE PRESIDENT OF FINANCE. THE FORM WAS DISCUSSED AND REVIEWED IN DETAIL BY GRANT THORNTON (OUTSIDE TAX ADVISORS). THE CFO THEN CONDUCTED A HIGHER LEVEL REVIEW OF THE FORM WITH THE VICE PRESIDENT OF FINANCE. THE 990 WAS PROVIDED TO PALMETTO HEALTH'S BOARD OF DIRECTORS AND EACH MEMBER WAS ALLOWED AMPLE TIME FOR REVIEW AND TO MAKE INQUIRIES BEFORE FILING WITH THE IRS.
Conflict of Interest Policy Monitoring & Enforcement Form 990, Part VI, Line 12c EACH MEMBER OF THE BOARD OF DIRECTORS SHALL COMPLETE AN ANNUAL ACKNOWLEDGEMENT STATEMENT THAT EACH OF THEM (A) HAS RECEIVED A COPY OF THE RULES OF CONDUCT (CONFLICTS OF INTEREST POLICY), (B) HAS READ AND UNDERSTANDS THE POLICY, (C) AGREES TO COMPLY WITH THE POLICY, (D) UNDERSTANDS THAT THE POLICY APPLIES TO ALL COMMITTEES, AND (E) UNDERSTANDS THAT THE ORGANIZATION IS A CHARITABLE ORGANIZATION AND MUST CONTINUOUSLY ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. THESE ACKNOWLEDGEMENT STATEMENTS ARE RETURNED TO THE AUDIT, COMPLIANCE, AND FINANCE COMMITTEE FOR REVIEW AND FOLLOW-UP AS APPROPRIATE. THE CHAIR OF THE AUDIT COMPLIANCE AND FINANCE COMMITTEE REPORTS TO THE FULL BOARD THAT THE ABOVE-REFERENCED PROCESS HAS BEEN COMPLETED.
Process for Determining Compensation Form 990, Part VI, Line 15a and 15b PALMETTO HEALTH'S EXECUTIVE COMPENSATION COMMITTEE (THE "COMMITTEE"), COMPOSED OF MEMBERS OF THE BOARD OF DIRECTORS WHO ARE DISINTERESTED IN AND INDEPENDENT FROM THE PERSONS COMPENSATED, OVERSEES PALMETTO HEALTH'S EXECUTIVE COMPENSATION AND BENEFITS PROGRAMS. THE COMMITTEE ANNUALLY RECEIVES A REPORT FROM ITS INDEPENDENT EXECUTIVE COMPENSATION CONSULTANT ON THE EXECUTIVE COMPENSATION PROGRAM, INCLUDING THIRD-PARTY COMPARABILITY DATA FOR FUNCTIONALLY-SIMILAR POSITIONS AT SIMILARLY-SITUATED ORGANIZATIONS (THE "COMPENSATION REVIEW"). LAST COMPLETED IN THE FALL OF 2012, THE COMPENSATION REVIEW INCLUDES MARKET ANALYSES FOR BASE SALARIES, TOTAL CASH COMPENSATION AND BENEFITS AND AGGREGATE TOTAL COMPENSATION VALUES FOR THE CHIEF EXECUTIVE OFFICER, PRESIDENT, EXECUTIVE VICE PRESIDENTS, SENIOR VICE PRESIDENTS AND SYSTEM VICE PRESIDENTS. IN SUPPORT OF THE QUALIFICATION FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS, THE COMMITTEE REVIEWS AND APPROVES THE CEO'S COMPENSATION AS WELL AS THE CEO'S RECOMMENDATIONS FOR COMPENSATION PAID TO THE PRESIDENT, EXECUTIVE VICE PRESIDENT, SENIOR VICE PRESIDENT AND SYSTEM VICE PRESIDENT POSITIONS, BASED ON THE BOARD-APPROVED COMPENSATION PHILOSOPHY AND THE COMPENSATION REVIEW, AND THE DECISION IS DOCUMENTED IN MEETING MINUTES. IN ADDITION, THE COMMITTEE REVIEWS THE INFORMATION IN THE COMPENSATION REVIEW RELATING TO AGGREGATE TOTAL COMPENSATION PAID TO THE PRESIDENT, EXECUTIVE VICE PRESIDENT, SENIOR VICE PRESIDENT AND SYSTEM VICE PRESIDENT POSITIONS.
How Documents are Made Available to the Public Form 990, Part VI, Line 19 THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS ARE PUBLISHED ANNUALLY AND QUARTERLY FINANCIAL INFORMATION IS AVAILABLE TO THE PUBLIC AT WWW.DACBOND.COM.
Other Changes in Net Assets Form 990, Part XI, Line 5 Unrealized changes in investments 54,361,312 Unrealized changes in liabilities 1,874,189 Assets released from restrictions 1,073,192 Change in COPA accrual 1,114,937 Unrealized increases(decreases) in affiliated foundations 2,611,000 Reconciliation due to consolidation 1,092,857 Total Other Changes in Fund Balance 62,127,487
Schedule K - Supplemental Information   Bond Issue 8/28/2003 - CUSIP# 83703EHD0 (Column A): Part II, Line 3: Total proceeds of issue includes a change in value of the reserve fund of $32,143. Bond Issue 8/28/2003 - CUSIP# 83703EHT5 (Column B): Part I, Column f - Description of purpose: Refund of 7-10-91, 9-8-93 and 6-29-95 Bonds and Construct and Equip health facilities. Part II, Line 3: Total proceeds of issue includes a change in value of the reserve fund of $7,433. Part IV, line 5 - Funds invested beyond temporary period were invested in securities yielding rates below the arbitrage yield and did not exceed the applicable yield limits. Bond Issue 12/15/2005 - CUSIP# 83703EJC0 (Column C): Part II, Line 3: Total proceeds of issue includes a change in value of the reserve fund of $11,610 and excludes $17,314,460 of reserve funds reported on line 4 as those funds were transferred from the 2003 series bonds. Bond Issue 3/15/2007 - CUSIP# 83703FAX0 (Column D): Part II, Line 3: Total proceeds of issue excludes $6,285,079 of interest income on construction fund. Additionally, it excludes a difference of capitalized interest of $109,208. Part IV, line 5 - Funds invested beyond temporary period were invested in securities yielding rates below the arbitrage yield and did not exceed the applicable yield limits. Bond Issue 09/23/2009 - CUSIP# 83703FDG4 (Column A): Part II, Line 3: Total proceeds of issue excludes a change in value of the reserve fund of $52,559 and excludes $147,843 of interest income on construction fund. Part I, Column F - Description of purpose: Refund of 8-28-2003 Bonds and Construct and Equip health facilities. Part II, Line 11: This amount represents swap termination costs. Bond Issue 12/21/2010 - CUSIP# N/A Column B): Part II, Line 3: Total proceeds of issue of $215,000,000 were not delivered to the trustee at the closing. Funds are disbursed as facilities and equipment are purchased and constructed. Debt is recorded on the Palmetto Health books as funds are disbursed from the lender. Part III, Line 3b: Palmetto Health, under the direction of its Chief Legal Officer, maintains an in-house legal department. The legal department, as necessary, engages bond counsel or other outside counsel to provide advice and counsel regarding management or service contract transactions.
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Charles D. Beaman, Jr. TITLE:CEO HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:James E. Wheeler TITLE:Vice Chairman HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Jerome D. Odom, Ph.D. TITLE:Treasurer HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:James C. Reynolds, MD TITLE:Trustee HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:William C. Gerard, MD TITLE:Trustee HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Calvin H. Elam TITLE:Trustee HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Paul K. Duane TITLE:Exec. V.P. & CFO HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:James I. Raymond, MD TITLE:Chief Medical Officer HOURS:1
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


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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
Palmetto Health
 
Employer identification number

58-2296052
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

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


 		(f)
Direct controlling
entity







(1) PALMETTO HEALTH QUAL COLLABORATIVE LLC
1301 TAYLOR STREET STE 9A
COLUMBIA,SC29201
27-3029587 		ACO SC 1,031,057 1,692,500 NA
 










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


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

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

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled organization
Yes No
(1) PALMETTO HEALTH FOUNDATION

1600 MARIOIN STREET

COLUMBIA,SC29202
57-0725699 		SUPPORTS HOSP SC 501(c)(3) 11C-III-FI NA
 
 
No
(2) PALMETTO RICHLAND MEMORIAL AUXILIARY

5 RICHLAND MEDICAL PARK DRIVE

COLUMBIA,SC29203
57-0645678 		SUPPORTS HOSP SC 501(c)(3) 11A-I NA
 
 
No
(3) RICHLAND MEM HOSP RESEARCH & EDUCATION

293 GREYSTONE BLVD 2nd FLOOR

COLUMBIA,SC29210
23-7010028 		SUPPORTS HOSP SC 501(c)(3) 11C-III-FI NA
 
 
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) PARKRIDGE SURGERY CENTER LLC

190 PARKRIDGE DRIVE
COLUMBIA,SC29212
37-1470219 		HEALTHCARE SC NA
  		RELATED 533,062 685,447   No 0 Yes   72.236 %
(2) RADIATION ONCOLOGY

7 RICHLAND MEDICAL
COLUMBIA,SC29203
36-4542465 		HEALTHCARE SC NA
  		RELATED 1,297,491 2,957,029   No     No 51.000 %
(3) CAROLINA HOME THERAPEUTICS

26220 ENTERPRISE CT
LAKE FOREST,CA92630
57-0880120 		HEALTHCARE CA HEALTHSOURCE
  		RELATED       No   Yes    
(4) EASLEY MRI

PO BOX 2987
GREENVILLE,SC29602
57-1131117 		HEALTHCARE SC NA
  		RELATED -105,626 34,319   No   Yes   50.000 %






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



 		(b)
Primary activity



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


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

 		(f)
Share of total income



 		(g)
Share of
end-of-year
assets

 		(h)
Percentage
ownership
(1) HEALTHSOURCE INC
293 GREYSTONE BLVD
COLUMBIA,SC29210
57-0938686 		HEALTHCARE SC NA
  		C Corp 693,483 2,549,463 100.000 %
(2) PHYSICIAN PRACTICE SERVICES INC
293 GREYSTONE BLVD
COLUMBIA,SC29210
57-1013538 		INACTIVE SC HEALTHSOURCE
  		C Corp     100.000 %
(3) HOME CARE RESOURCES INC
293 GREYSTONE BLVD
COLUMBIA,SC29210
57-0938656 		INACTIVE SC HEALTHSOURCE
  		C Corp     100.000 %
(4) PREMIER PRACTICE MANAGEMENT CAROLINAS
293 GREYSTONE BLVD
COLUMBIA,SC29210
36-4366595 		HEALTHCARE SC NA
  		S Corp -21,664 734,981 100.000 %
(5) BAPTIST MEDICAL FACILITIES INC
293 GREYSTONE BLVD
COLUMBIA,SC29210
57-0818162 		INACTIVE SC NA
  		C Corp     100.000 %
(6) PALMETTO HEALTH MEDICAL ASSOCIATES
1301 TAYLOR ST STE 9A
COLUMBIA,SC29201
45-5091267 		INACTIVE SC NA
  		C Corp     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
Yes
 
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
Yes
 
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
Yes
 
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
Yes
 
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
Yes
 
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) PARKRIDGE SURGERY CENTER LLC

 a 375,008 FMV
(2) PARKRIDGE SURGERY CENTER LLC

 a 14,647 FMV
(3) PARKRIDGE SURGERY CENTER LLC

 d 732,622 FMV
(4) RADIATION ONCOLOGY LLC

 a 446,179 FMV
(5) RADIATION ONCOLOGY LLC

 i 291,663 FMV
(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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