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 private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 01-01-2013 , 2013, and ending 12-31-2013
BCheck if applicable:
CName of organization
METHODIST LE BONHEUR HEALTHCARE
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1211 UNION AVENUE NO 700
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MEMPHIS, TN38104
D Employer identification number

58-1454711
E Telephone number

G Gross receipts $ 143,078,398
F Name and address of principal officer:
GARY SHORB
1211 UNION AVENUE NO 700
MEMPHIS,TN38104
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.METHODISTHEALTH.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1982
M State of legal domicile: TN
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: MANAGEMENT AND SUPERVISION OF AFFILIATED HOSPITALS
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 25
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 19
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 1,186
6 Total number of volunteers (estimate if necessary) ............. 6 35
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 956,628
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b -75,621
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 448,476 332,730
9 Program service revenue (Part VIII, line 2g) ......... 112,873,014 121,476,684
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 3,004,403 16,890,639
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 8,378,597 4,378,345
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 124,704,490 143,078,398
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 1,163,183 2,545,628
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) 86,217,307 91,300,130
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–24e).... 40,482,664 38,360,187
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 127,863,154 132,205,945
19 Revenue less expenses. Subtract line 18 from line 12....... -3,158,664 10,872,453
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 986,920,215 949,748,319
21 Total liabilities (Part X, line 26)............. 972,127,196 760,241,154
22 Net assets or fund balances. Subtract line 21 from line 20..... 14,793,019 189,507,165
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 MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: METHODIST LE BONHEUR HEALTHCARE, IN PARTNERSHIP WITH ITS MEDICAL STAFFS, WILL COLLABORATE WITH PATIENTS AND THEIR FAMILIES TO BE THE LEADER IN PROVIDING HIGH QUALITY, COST-EFFECTIVE PATIENT AND FAMILY-CENTERED CARE. SERVICES WILL BE PROVIDED IN A MANNER WHICH SUPPORTS THE HEALTH MINISTRIES AND SOCIAL PRINCIPLES OF THE UNITED METHODIST CHURCH TO BENEFIT THE COMMUNITIES WE SERVE.
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 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 $ 5,709,071 including grants of $ 2,545,628 ) (Revenue $ 121,476,684 )
AT METHODIST LE BONHEUR HEALTHCARE (MLH), WE TAKE OUR MISSION SERIOUSLY AND ARE COMMITTED TO FULFILLING OUR SOCIAL RESPONSIBILITY BY GIVING BACK TO THE COMMUNITY IN A MEANINGFUL WAY. MLH HAS CONTINUED TO BE THE LARGEST PROVIDER OF TENNCARE SERVICES IN THE STATE AND OUR FACILITIES SERVE ALL AREAS OF THE CITY AND COUNTY. AS A FAITH-BASED INSTITUTION, PROVIDING ACCESS TO HEALTHCARE FOR ALL OF THE COMMUNITY IS VERY IMPORTANT TO US. PLEASE SEE OUR EXTENDED DESCRIPTION OF PROGRAM SERVICE ACCOMPLISHMENTS IN SCHEDULE O.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
IN ADDITION, PLEASE VISIT OUR WEBSITE FOR A POSTING OF THE MOST CURRENT COMMUNITY BENEFIT REPORT AT: WWW.METHODISTHEALTH.ORG/ARTICLES/COMMUNITY-INVOLVEMENT
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet5,709,071
Form 990 (2013)
Form 990 (2013)
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 (see instructions)? 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, or have a section 501(h) election in effect during the tax year? 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 IIIClick to see attachment............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
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 VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick 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 IXClick 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 XClick 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 XClick 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 and XII 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 and XII 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, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
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 (see instructions)....
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 hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government 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 or other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 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 lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................ 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
Yes
 
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
Yes
 
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
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part II.................... Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV .......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV..................... Click to see attachment
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part 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 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
263
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
1,186
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” to line 3b, 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, securities account, or other financial 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 as charitable contributions?...
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. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the 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 amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2013)
Form 990 (2013)
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 or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
25
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
19
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
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
 
No
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
 
No
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 this 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
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:
MediumBulletSUE WAUGH1211 UNION AVE SUITE 600MEMPHISTN38104 (901) 516-0656
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line 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. 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 organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) LUKE YANCY........................................................................
BOARD CHAIRMAN
 8.00
.......................0.00 		X   X       0 0 0
(2) ALAN GRAF JR........................................................................
BOARD VICE CHAIRMAN
 9.00
.......................0.00 		X   X       0 0 0
(3) DAVID BECKLEY PHD........................................................................
BOARD SECRETARY
 4.00
.......................0.00 		X   X       0 0 0
(4) CHADD DURRETT JR........................................................................
BOARD MEMBER
 4.00
.......................0.00 		X           0 0 0
(5) RONALD A BELZ........................................................................
BOARD MEMBER
 6.00
.......................0.00 		X           0 0 0
(6) KENT INGRAM........................................................................
BOARD MEMBER (THROUGH JUNE 2013)
 4.00
.......................0.00 		X           0 0 0
(7) MARY JO KIRPATRICK........................................................................
BOARD MEMBER
 5.00
.......................0.00 		X           0 0 0
(8) MARK MEDFORD........................................................................
BOARD MEMBER
 9.00
.......................0.00 		X           0 0 0
(9) JACKSON MOORE........................................................................
BOARD MEMBER
 7.00
.......................0.00 		X           0 0 0
(10) DAVID STEVENS........................................................................
BOARD MEMBER
 4.00
.......................0.00 		X           0 0 0
(11) RONALD STIMPSON........................................................................
BOARD MEMBER (THROUGH JUNE 2013)
 4.00
.......................0.00 		X           0 0 0
(12) JOSE VELAZUEZ PHD........................................................................
BOARD MEMBER
 5.00
.......................0.00 		X           0 0 0
(13) STEVE WISHNIA........................................................................
BOARD MEMBER (THROUGH JUNE 2013)
 4.00
.......................0.00 		X           0 0 0
(14) STEVE SCHWAB MD........................................................................
BOARD MEMBER
 4.00
.......................0.00 		X           0 0 0
(15) CARTER TOWNE MD........................................................................
BOARD MEMBER
 4.00
.......................0.00 		X           0 0 0
(16) GEORGE CATES........................................................................
BOARD MEMBER
 8.00
.......................0.00 		X           0 0 0
(17) DAVID STERN MD........................................................................
BOARD MEMBER
 4.00
.......................0.00 		X           0 0 0
Form 990 (2013)
Form 990 (2013)
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 (list any hours for related organizations below dotted line) 		(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) JIMMIE MANCELL MD........................................................................
BOARD MEMBER
 2.00
.......................38.00 		X           0 318,976 52,146
(19) TOM GRAY MD........................................................................
BOARD MEMBER
 4.00
.......................0.00 		X           0 0 0
(20) BISHOP JAMES E SWANSON SR........................................................................
BOARD MEMBER
 3.00
.......................0.00 		X           0 0 0
(21) BISHOP GARY MEULLER........................................................................
BOARD MEMBER
 3.00
.......................0.00 		X           0 0 0
(22) BISHOP BILL MCALILLY........................................................................
BOARD MEMBER
 3.00
.......................0.00 		X           0 0 0
(23) JAMES W EUBANKS III MD........................................................................
BOARD MEMBER
 4.00
.......................0.00 		X           0 0 0
(24) CAROLYN HARDY........................................................................
BOARD MEMBER
 4.00
.......................0.00 		X           0 0 0
(25) LISA KLESGES........................................................................
BOARD MEMBER
 4.00
.......................0.00 		X           0 0 0
(26) WILLIAM ORGEL........................................................................
BOARD MEMBER
 5.00
.......................0.00 		X           0 0 0
(27) HEATHER SWANSON MD........................................................................
BOARD MEMBER
 2.00
.......................38.00 		X           0 308,361 13,071
(28) GARY SHORB........................................................................
PRESIDENT & CEO
 44.00
.......................6.00 		X   X       1,501,939 0 654,286
(29) JEAN CLAUDE LOISEAU MD........................................................................
BOARD MEMBER
 3.00
.......................37.00 		X           0 368,209 14,010
(30) MICHAEL UGWUEKE........................................................................
CHIEF OPERATING OFFICER
 48.00
.......................2.00 		    X       617,269 0 125,149
(31) CHRISTOPHER MCLEAN........................................................................
CFO/TREASURER
 36.00
.......................14.00 		    X       1,045,559 0 170,882
(32) NIKKI POLIS........................................................................
SVP - CHIEF NURSING OFFICER
 44.00
.......................6.00 		    X       296,561 0 66,424
(33) LARRY SPRATLIN........................................................................
VP - TREASURER
 2.00
.......................38.00 		    X       0 216,417 130,091
(34) DONNA ABNEY........................................................................
EXECUTIVE VICE PRESIDENT
 48.00
.......................2.00 		      X     647,000 0 268,532
(35) SUSAN THURMOND........................................................................
SVP - CHIEF QUALITY OFFICER
 48.00
.......................2.00 		      X     560,969 0 164,804
(36) GEORGE MAYZELL........................................................................
SVP - PRESIDENT OF HEALTH CHOICE
 48.00
.......................2.00 		      X     183,563 0 41,071
(37) DAVID BAYTOS........................................................................
SVP - MS
 20.00
.......................30.00 		      X     485,603 0 242,778
(38) CAROL ROSS-SPANG........................................................................
SVP - HUMAN RESOURCES
 48.00
.......................2.00 		      X     446,451 0 119,853
(39) CATO JOHNSON........................................................................
SVP - CORPORATE AFFAIRS
 48.00
.......................2.00 		      X     411,482 0 113,695
(40) ALEXANDER MACGREGOR........................................................................
SVP - CMIO
 48.00
.......................2.00 		      X     579,728 0 99,267
(41) WILLIAM BREEN........................................................................
SVP - PHYSICIAN ALLIGNMENT
 48.00
.......................2.00 		      X     413,280 0 91,553
(42) LYNN FIELD........................................................................
VP - CHIEF LEGAL OFFICER
 32.00
.......................8.00 		      X     294,774 0 57,654
(43) JOHN MITCH GRAVES........................................................................
SVP - AFFILIATED AFFAIRS
 48.00
.......................2.00 		      X     400,048 0 103,585
(44) EDWARD RAFALSKI........................................................................
SVP - MARKETING
 48.00
.......................2.00 		      X     297,678 0 77,673
(45) ELIZABETH OSTRIC........................................................................
EXECUTIVE DIRECTOR
 40.00
.......................   		        X   309,896 0 40,312
(46) MICHAEL NESBIT........................................................................
VICE PRESIDENT
 40.00
.......................   		        X   303,276 0 124,308
(47) LARRY FOGARTY........................................................................
VICE PRESIDENT
 20.00
.......................30.00 		        X   327,361 0 71,211
(48) DAVID ROSENBAUM........................................................................
VICE PRESIDENT
 40.00
.......................   		        X   341,650 0 54,223
(49) EUGENE CASHMAN III........................................................................
VICE PRESIDENT
 40.00
.......................   		        X   241,464 0 37,797
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 9,705,551 1,211,963 2,934,375
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet131
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
TURNER CONSTRUCTION336 JAMES RECORD RD SWHUNTSVILLEAL35824 GENERAL CONTRACTING 40,988,780
CERNER CORPORATIONPO BOX 412702KANSAS CITYMO64141 SYSTEMS MAINTENANCE 13,414,406
PEOPLE 20 GLOBAL INCPO BOX 536853ATLANTAGA30353 NURSING STAFF 6,063,400
FIRSTSOURCE SOLUTIONS USA LLC6455 RELIABLE PKWYCHICAGOIL60686 COLLECTIONS 1,224,876
SULLIVAN BRANDING175 TOYOTA PLAZA STE 600MEMPHISTN38103 BRANDING SERVICES 1,164,272
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet25
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e 252,695
f All other contributions, gifts, grants, and
similar amounts not included above1f 		80,035
g Noncash contributions included in lines
1a-1f:$ 		 
h Total. Add lines 1a-1f.......MediumBullet 332,730
Program Service RevenueAmt Business Code
2a AFFILIATE MANAGEMENT 900099 120,413,712 120,413,712    
b INVESTMENT IN SUBSIDIARIES 900099 1,062,972 1,062,972    
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 121,476,684
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 16,019,451     16,019,451
4 Income from investment of tax-exempt bond proceeds..MediumBullet 871,188     871,188
5 Royalties...........MediumBullet        
(i) Real (ii) Personal
6a Gross rents 384,291  
b Less: rental expenses 0  
c Rental income or (loss) 384,291  
d Net rental income or (loss).......MediumBullet 384,291     384,291
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory    
b Less: cost or other basis and sales expenses    
c Gain or (loss)    
d Net gain or (loss)..........MediumBullet        
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a MISCELLANEOUS REVENUE 900099 3,825,768   956,628 2,869,140
b HEALTHSOUTH SERVICES 900099 168,286     168,286
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 3,994,054
12 Total revenue. See Instructions......MediumBullet 143,078,398 121,476,684 956,628 20,312,356
Form 990 (2013)
Form 990 (2013)
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).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 2,545,628 2,545,628
2 Grants and other assistance to individuals in the United States. See Part IV, line 22    
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 10,579,111   10,579,111  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 61,286,488 9,072,217 52,214,271  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 7,325,979   7,325,979  
9 Other employee benefits ....... 7,515,284 1,414,482 6,100,802  
10 Payroll taxes ........... 4,593,268 712,522 3,880,746  
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 1,364,866   1,364,866  
c Accounting ........... 65,385   65,385  
d Lobbying ........... 526,133   526,133  
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 13,771,570 391,157 13,380,413  
12 Advertising and promotion .... 2,913,282 702,370 2,210,912  
13 Office expenses ....... 15,013,075 9,750,406 5,262,669  
14 Information technology ...... 11,288,169 25,373 11,262,796  
15 Royalties ..        
16 Occupancy ........... 3,831,723 559,287 3,272,436  
17 Travel ............ 730,719 162,304 568,415  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 379,042 86,203 292,839  
20 Interest ........... -2,267,188   -2,267,188  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 8,975,274 220,840 8,754,434  
23 Insurance .............. 574,879 15,461 559,418  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a RECRUITMENT 781,166   781,166  
b MISCELLANEOUS EXPENSES 365,161 3,890 361,271  
c MEDICAL SUPPLIES 196,758 196,758    
d BAD DEBT 168,950 168,950    
e All other expenses -20,318,777 -20,318,777    
25 Total functional expenses. Add lines 1 through 24e 132,205,945 5,709,071 126,496,874 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 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing .............   1  
2 Savings and temporary cash investments .........   2  
3 Pledges and grants receivable, net ...........   3  
4 Accounts receivable, net ............. 29,704,361 4 35,512,168
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net ............. 100,000 7 100,000
8 Inventories for sale or use .............. 80,287 8 83,873
9 Prepaid expenses and deferred charges .......... 4,495,497 9 4,152,339
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 164,948,019
b Less: accumulated depreciation ..... 10b 114,967,963 84,346,577 10c 49,980,056
11 Investments—publicly traded securities .......... 669,953,714 11 616,141,571
12 Investments—other securities. See Part IV, line 11 ..... 165,511,652 12 209,457,159
13 Investments—program-related. See Part IV, line 11 ..... 14,782,057 13 16,494,039
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 17,946,070 15 17,827,114
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 986,920,215 16 949,748,319
Liabilities 17 Accounts payable and accrued expenses ......... 92,899,147 17 77,067,437
18 Grants payable .................   18  
19 Deferred revenue ................   19  
20 Tax-exempt bond liabilities ............. 595,124,633 20 580,238,782
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 284,103,416 25 102,934,935
26 Total liabilities. Add lines 17 through 25......... 972,127,196 26 760,241,154
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 14,793,019 27 189,507,165
28 Temporarily restricted net assets ...........   28  
29 Permanently restricted net assets ...........   29  
Organizations that do not follow SFAS 117 (ASC 958), 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 ........... 14,793,019 33 189,507,165
34 Total liabilities and net assets/fund balances ........ 986,920,215 34 949,748,319
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
143,078,398
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
132,205,945
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
10,872,453
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
14,793,019
5
Net unrealized gains (losses) on investments ...............
5
63,451,940
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
100,389,753
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
189,507,165
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line 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
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 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?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
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 (2013)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
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.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
METHODIST LE BONHEUR HEALTHCARE
 
Employer identification number

58-1454711
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 supported organization? ................
11g(i)
 
No
(ii) A family member of a person described in (i) above? ......................
11g(ii)
 
No
(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
No
h
Provide the following information about the supported organization(s).
(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 monetary support
Yes No Yes No Yes No
(A) METHODIST HEALTHCARE-MEMPHIS HOSPITALS
  		620479367 3 Yes           11,556,515
(B) METHODIST HEALTHCARE-FAYETTE HOSPITAL
  		620862334 3 Yes           1,927,922
(C) METHODIST HEALTHCARE COMMUNITY CARE ASSOCIATES
  		621403517 9 Yes           654,972
(D) ALLIANCE HEALTH SERVICES INC
  		620841121 9 Yes           1,596,691
(E) METHODIST EXTENDED CARE HOSPITAL INC
  		621518342 3 Yes           1,625,940
(F) METHODIST HEALTHCARE PRIMARY CARE ASSOCIATES
  		582078931 9 Yes           0
(G) METHODIST HEALTHCARE - OLIVE BRANCH HOSPITAL
  		640889822 3 Yes           102,558,376
Total 119,920,416

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 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) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (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) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (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. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..            
11 Total support (Add lines 7 through 10).  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here.................................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 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) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (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) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (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) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and 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) 2013

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.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Name of the organization
METHODIST LE BONHEUR HEALTHCARE
 
Employer identification number

58-1454711
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 its Form 990PF, Part I, line 2, 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) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 2
Name of organization
METHODIST LE BONHEUR HEALTHCARE
  		Employer identification number

58-1454711
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, RESTRICTEDRESTRICTED

$RESTRICTED


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 3
Name of organization
METHODIST LE BONHEUR HEALTHCARE
  		Employer identification number

58-1454711
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) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 4
Name of organization
METHODIST LE BONHEUR HEALTHCARE
  		Employer identification number

58-1454711
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) (2013)

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.SchCMd Bullet Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
If the organization answered "Yes" to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35c (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
METHODIST LE BONHEUR HEALTHCARE
 
Employer identification number

58-1454711
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 Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2013

Schedule C (Form 990 or 990-EZ) 2013
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 SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
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) 2010 (b) 2011 (c) 2012 (d) 2013 (e) Total
2a Lobbying nontaxable 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) 2013


Schedule C (Form 990 or 990-EZ) 2013
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)
No
Yes
(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? .........................
Yes
 
 
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? ........
Yes
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? ..........................
Yes
 
526,133
j
Total. Add lines 1c through 1i ...............................
526,133
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
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, line 2; and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
PART II-B, LINE 1: THE ORGANIZATION MADE PAYMENTS TO VARIOUS LOBBYING ORGANIZATIONS THROUGHOUT THE YEAR TO ENGAGE IN LOBBYING ACTIVITIES ON ITS BEHALF. TOTAL AMOUNTS PAID FOR LOBBYING EQUALLED $526,133. SPECIFIC AMOUNTS USED TO ENGAGE IN EACH OF THE ACTIVITIES IN LINE 1C-I IS UNKNOWN, AS THEY WERE PERFOMRED BY THIRD PARTIES.
Schedule C (Form 990 or 990EZ) 2013

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. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
METHODIST LE BONHEUR HEALTHCARE
 
Employer identification number

58-1454711
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 section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, 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 XIII, 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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, 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 XIII.
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 XIII 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 XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance ....          
b Contributions ........          
c Net investment earnings, gains, and losses          
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
 
(ii) related organizations ........................
3a(ii)
 
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. 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 .................   8,668,362 8,668,362
b Buildings ................   6,922,440 3,492,771 3,429,669
c Leasehold improvements ............   4,108,088 2,925,595 1,182,493
d Equipment ................   132,057,261 108,549,597 23,507,664
e Other .................   13,191,868   13,191,868
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 49,980,056
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. 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    
(3)Other
(A) HEDGE FUND OF FUNDS-LONG/SHORT EQUITY 		43,753,527 F

(B) PRIVATE REAL ESTATE COMINGLED FUNDS 		49,630,824 F

(C) COMINGLED EQUITY SECURITIES 		116,072,808 F






Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 209,457,159
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (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. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. 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. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  
ACCRUED PENSION EXPENSE 49,327,521
SWAP MARKET VALUE 50,129,859
OTHER LIABILITIES 3,177,605
INVESTMENT IN HEALTHCHOICE 299,950





Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 102,934,935
2. Liability for uncertain tax positions In Part XIII, 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 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 306,920,091
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 63,451,940
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 100,389,753
e Add lines 2a through 2d ..................... 2e 163,841,693
3 Subtract line 2e from line 1..................... 3 143,078,398
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 XIII.) ........... 4b  
c Add lines 4a and 4b....................... 4c 0
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 143,078,398
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 132,205,945
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 XIII.) ............ 2d  
e Add lines 2a through 2d...................... 2e 0
3 Subtract line 2e from line 1..................... 3 132,205,945
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 XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c 0
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 132,205,945
Part XIII
Supplemental Information
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, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART X, LINE 2: THE ORGANIZATION CONSOLIDATES ITS AUDIT WITH ITS SUBSIDIARIES. THE FOLLOWING STATEMENT REFLECTS THE FIN 48 FOOTNOTE OF THE CONSOLIDATED GROUP. THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE SYSTEM AND ALL OF THE NONPROFIT AFFILIATES FOR WHICH THE SYSTEM OR ITS BOARD OF DIRECTORS IS CONTROLLING MEMBER ARE EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(A) AS ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3). AS QUALIFIED TAX-EXEMPT ORGANIZATIONS, THE SYSTEM'S NONPROFIT AFFILIATES MUST OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THEIR TAX-EXEMPT STATUS. INCOME TAX FROM THE OPERATIONS OF THE SYSTEM'S WHOLLY OWNED FOR-PROFIT SUBSIDIARY, AMBULATORY OPERATIONS, INC., AND ITS SUBSIDIARIES IS NOT SIGNIFICANT. THE SYSTEM APPLIES FASB ASC TOPIC 740 (TOPIC 740), ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. TOPIC 740 CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAX POSITIONS AND PROVIDES GUIDANCE ON WHEN TAX POSITIONS ARE RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND HOW THE VALUES OF THESE POSITIONS ARE DETERMINED. THERE HAS BEEN NO IMPACT ON THE SYSTEM'S COMBINED FINANCIAL STATEMENTS AS A RESULT OF TOPIC 740.
PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF MINIMUM PENSION LIABILITY 133,080,246. EQUITY TRANSFER TO AFFILIATES -32,690,493.
Schedule D (Form 990) 2013

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
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
METHODIST LE BONHEUR HEALTHCARE
 
Employer identification number
58-1454711
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. Part II can be duplicated if additional space is needed.
(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) GEIGER - MPIMIDSOUTH
427 KATHERINE DRIVE
FLOWOOD,MS39232 		01-0233894 N/A 33,119       SPONSORSHIP
(2) AMERICAN CANCER SOCIETY
1378 UNION AVE
MEMPHIS,TN381043623 		13-1788491 501(C)(3) 55,000       HARRAH'S HOPE LODGE SUPPORT
(3) MARCH OF DIMES
5384 POPLAR AVENUE SUITE 107
MEMPHIS,TN38119 		13-1846366 501(C)(3) 15,000       MARCH OF DIMES FOR BABIES EVENT
(4) TEACH FOR AMERICA
175 TOYOTA PLAZA SUITE 350
MEMPHIS,TN381032500 		13-3541913 501(C)(3) 5,000       TEACH FOR AMERICA SPONSORSHIP
(5) AMERICAN HEART ASSOCIATION
PO BOX 4002900
DES MOINES,TN503402900 		13-5613797 501(C)(3) 47,000       GENERAL EVENT SUPPORT AND SPONSORSHIP
(6) MEMPHIS BOTANIC GARDEN FOUNDATION
750 CHERRY RD
MEMPHIS,TN381174608 		23-7159172 501(C)(3) 10,000       CHILDREN'S GARDEN CONTRIBUTION
(7) SHELBY FARMS PARK CONSERVANCY
500 N PINE LAKE DR
MEMPHIS,TN381347970 		26-0350397 501(C)(3) 95,000       SUPPORT FOR PHASE ONE OF THE SHELBY FARMS PARK
(8) VICTORIAN VILLAGE INC
671 JEFFERSON AVENUE
MEMPHIS,TN38105 		32-0179390 501(C)(3) 20,000       VICTORIAN VILLAGE INC. COMMUNITY DEVELOPMENT
(9) CHRISTIAN MEDICAL AND DENTAL ASSOCIATION
2023 W HOUSTON WAY
GERMANTOWN,TN381396933 		36-2284267 501(C)(3) 6,000       SUPPORT CMDA FALL BANQUET & GOLF CLASSIC
(10) NATIONAL CIVIL RIGHTS MUSEUM
450 MULBERRY
MEMPHIS,TN38103 		58-1484027 501(C)(3) 115,000       2012 FREEDOM AWARD CEREMONY & GALA
(11) BLUFF CITY MEDICAL SOCIETY
PO BOX 17924
MEMPHIS,TN381870924 		58-1618327 501(C)(3) 5,000       ANNUAL LECTURE PROGRAM
(12) GERMANTOWN PERFORMING ARTS CENTER
1801 EXETER RD
GERMANTOWN,TN381382934 		58-1652763 501(C)(3) 16,500       GPAC SEASON SPONSORSHIP, AND GPAC 2012-2013 SHOW SPONSORSHIP
(13) GREATER MEMPHIS CHAMBER OF COMMERCE
22 N FRONT ST STE 200
MEMPHIS,TN381032100 		62-0291250 501(C)(6) 62,175       SUPPORT
(14) YMCA OF MEMPHIS & THE MID SOUTH
6373 QUAIL HOLLOW SUITE 201
MEMPHIS,TN38120 		62-0476304 501(C)(3) 5,000       2013 YMCA CONTRIBUTION
(15) CHRISTIAN BROTHERS UNIVERSITY
650 E PARKWAY SOUTH
MEMPHIS,TN38104 		62-0476666 501(C)(3) 100,000       PHYSICIANS ASSISTANT PROGRAM
(16) MEMPHIS JEWISH COMMUNITY CENTER
6560 POPLAR AVE
MEMPHIS,TN381383614 		62-0481800 501(C)(3) 125,000       SUPPORT THROUGH MULTI YEAR PLEDGE
(17) CHICKASAW COUNCIL
171 S HOLLYWOOD
MEMPHIS,TN381124899 		62-0499713 501(C)(3) 5,000       2013 FRIENDS OF SCOUTING EVENT
(18) GIRLS INCORPORATED OF MEMPHIS
2670 UNION AVE EXTENDED
MEMPHIS,TN381124426 		62-0512078 501(C)(3) 5,000       SUPPORT CELEBRATION LUNCHEON
(19) TENNESSEE MEDICAL FOUNDATION
PO BOX 120909
NASHVILLE,TN372120909 		62-0541813 501(C)(3) 5,000       SUPPORT
(20) SOUTHERN COLLEGE OF OPTOMETRY
1245 MADISON AVENUE
MEMPHIS,TN38104 		62-0548917 501(C)(3) 10,000       SUPPORT ENVISION PROGRESS CAPITAL CAMPAIGN
(21) MEMPHIS BRANCH NAACP
588 VANCE AVENUE
MEMPHIS,TN38126 		62-0637884 N/A 26,800       MEM. BRANCH NAACP ACTIVITIES
(22) TRI-STATE DEFENDER
203 BEALE STREET SUITE 200
MEMPHIS,TN38103 		62-0639679 N/A 5,650       BENEFACTOR SPONSOR- 2013 HEALTH FAIR
(23) BOYS & GIRLS CLUB OF GREATER MEMPHIS
44 S REMBERT ST
MEMPHIS,TN381044004 		62-0646371 501(C)(3) 10,000       GOLF TOURNAMENT SUPPORT DONATION, AND BGCM STEAK N' BURGER EVENT
(24) ST JUDE CLASSIC
3325 CLUB AT SOUTHWIND
MEMPHIS,TN38125 		62-0676258 501(C)(3) 5,500       SUPPORT THE PRO-AM COMPETITIONS
(25) UNITED METHODIST NEIGHBORHOOD
3000 WALNUT GROVE ROAD
MEMPHIS,TN38111 		62-0794812 501(C)(3) 5,000       SUPPORT THROUGH MULTI YEAR PLEDGE
(26) BALLETT MEMPHIS
7950 TRINITY ROAD
MEMPHIS,TN38018 		62-1018942 501(C)(3) 40,000       SUPPORT BALLET MEMPHIS
(27) LEADERSHIP MEMPHIS
119 S MAIN ST STE 425
MEMPHIS,TN381033673 		62-1043517 501(C)(3) 7,900       SCHOLARSHIPS
(28) MID-SOUTH MINORITY BUSINESS COUNCIL
158 MADISON AVE STE 300
MEMPHIS,TN381032682 		62-1198163 501(C)(3) 78,000       2013 MEMPHIS BUSINESS ACADEMY, AND 2013 ECONOMIC DEVELOPMENT FORUM
(29) MEMPHIS BUSINESS GROUP ON HEALTH
5050 POPLAR AVE STE 509
MEMPHIS,TN381570509 		62-1241760 501(C)(3) 5,000       2012 ANNUAL MBGH CONFERENCE
(30) NATIONAL ASSOCIATION OF HEALTH
PO BOX 40051
MEMPHIS,TN381740051 		62-1312239 501(C)(3) 7,500       NAHSE ANNUAL CONFERENCE
(31) FIRE MUSEUM OF MEMPHIS
118 ADAMS AVE
MEMPHIS,TN381032012 		62-1557551 501(C)(3) 20,000       PAYMENT #3 FIRE SAFETY SIGN SPONSORSHIP
(32) CHRISTIAN COMMUNITY HEALTH SERVICES
2595 CENTRAL AVE
MEMPHIS,TN381045905 		62-1583270 501(C)(3) 15,000       FAMILY MATTER VISION, MISSION
(33) COMMUNITY ALLIANCE FOR THE HOMELESS
44 NORTH SECOND STREET STE302
MEMPHIS,TN38103 		62-1616145 501(C)(3) 7,500       PROJECT HOMELESS CONNECT PROGRAM SUPPORT, AND 100K HOMES PROJECT SUPPORT
(34) MEMPHIS SHELBY CRIME COMMISSION
600 JEFFERSON AVE STE 400
MEMPHIS,TN38105 		62-1693848 501(C)(3) 5,000       SUPPORT MEMPHIS SHELBY CRIME COMMISSION
(35) WINGS CANCER FOUNDATION
100 N HUMPHREYS BLVD
MEMPHIS,TN381202146 		62-1742388 501(C)(3) 10,000       BET AGAINST BREAST CANCER SPONSORSHIP
(36) HEALTHY MEMPHIS COMMON TABLE
3175 LENOX PARK BLVD STE 309
MEMPHIS,TN381154291 		62-1820264 501(C)(3) 86,000       2013 SUPPORT "TRIPLE AIM" PROGRAM
(37) APRIL 4TH FOUNDATION
PO BOX 3267
MEMPHIS,TN38173 		62-1843078 501(C)(3) 7,500       APRIL 4TH COMMEMORATION EVENT
(38) MEMPHIS TOMORROW
22 N FRONT ST STE 670
MEMPHIS,TN381032168 		62-1867308 501(C)(3) 50,000       MEMPHIS FASTFORWARD YEAR 5 PLEDGE
(39) MEMPHIS THEOLOGICAL SEMINARY
168 E PARKWAY S
MEMPHIS,TN381044340 		62-6012228 501(C)(3) 5,000       SUPPORT DR. HENRY LOGAN STARKS SCHOLARSHIP, CPR TRAINING EQUIPMENT
(40) UNIVERSITY OF MEMPHIS FOUNDATION
ONE N FRONT ST
MEMPHIS,TN381032189 		62-6048540 501(C)(3) 207,500       DELTA EVERYTHING SOUTHERN CONFERENCE
(41) FAMILIES MATTER
2595 CENTRAL AVE
MEMPHIS,TN38104 		90-0793480 501(C)(3) 5,000       SUPPORT
(42) NORTHWEST MISSISSIPPI COMMUNITY
315 LOSHER ST SUITE 100
HERNANDO,MS38632 		94-3421724 501(C)(3) 5,000       2ND INSTALLMENT FOR DIVISION OF NURSING BUILDING @
(43) ARTHRITIS FOUNDATION
5352 ESTATE OFFICE PARK DRIVE SUITE
1
MEMPHIS,TN38119 		58-1341679 501(C)(3) 5,000       2013 ARTHRITIS WALK MEMPHIS
(44) AUTOZONE LIBERTY BOWL
959 RIDGEWAY LOOP ROAD SUITE 101
MEMPHIS,TN38120 		62-6064769 501(C)(4) 6,750       2013 AUTOZONE LIBERTY BOWL
(45) CHURCH HEALTH CENTER OF MEMPHIS
1210 PEABODY AVENUE
MEMPHIS,TN38104 		58-1716113 501(C)(3) 10,250       GOLD SPONSORSHIP CHURCH HEALTH CONFERENCE
(46) DELTA BOULE SOUTHEAST REGIONAL
1450 POPLAR AVENUE
MEMPHIS,TN38104 		20-7501921 501(C)(3) 5,000       SPONSORSHIP
(47) ETW EDUCATION THAT WORKS LLC
61 N MCLEAN BLVD
MEMPHIS,TN38104 		62-0845508 501(C)(3) 10,000       ETW SPONSORSHIP FOR 2012-2013
(48) GOVERNORS FOUNDATION FOR HEALTH
PO BOX 198198
MEMPHIS,TN37219 		45-3635908 501(C)(3) 150,000       GOVERNOR'S FOUNDATION FOR HEALTH & WELLNESS
(49) HATTILOO THEATRE
656 MARSHALL AVENUE
MEMPHIS,TN38103 		20-4225394 501(C)(3) 25,000       HATTILOO THEATRE CAPITAL CAMPAIGN
(50) MEMPHIS BIOWORKS FOUNDATION
20 S DUDLEY AVENUE SUITE 900
MEMPHIS,TN38103 		62-1858660 501(C)(3) 100,000       SUPPORT
(51) KOMEN MEMPHIS MIDSOUTH AFFILIATE
6645 POPLAR AVENUE SUITE 205
MEMPHIS,TN38138 		75-2942859 501(C)(3) 10,000       SUPPORT THROUGH MULTI YEAR PLEDGE
(52) MEMPHIS PRE K INITIATIVE
1661 AARON BRENNER DRIVE SUITE 300
MEMPHIS,TN38120 		46-3503890 501(C)(3) 10,000       MLH PRE-K CAMPAIGN CONTRIBUTION
(53) NATIONAL BLACK CAUCUS OF STATE
444 N CAPITOL STREET NW SUITE 622
WASHINGTON,DC20001 		52-1218832 501(C)(3) 10,000       37TH ANNUAL LEGISLATIVE CONFERENCE
(54) NEW MEMPHIS INSTITUTE
22 NORTH FRONT STREET SUITE 500
MEMPHIS,TN38103 		58-1607228 501(C)(3) 10,000       SUPPORT
(55) ORPHEUM THEATRE
PO BOX 3370
MEMPHIS,TN381730370 		62-0983983 501(C)(3) 25,000       SUPPORT THROUGH MULTI YEAR PLEDGE
(56) OVERTON PARK CONSERVANCY
1914 POPLAR AVENUE SUITE 202
MEMPHIS,TN38104 		45-2031097 501(C)(3) 50,000       SUPPORT THROUGH MULTI YEAR PLEDGE
(57) PINK PALACE MUSEUM
3050 CENTRAL AVENUE
MEMPHIS,TN38111 		62-0801926 501(C)(3) 5,000       RACE: ARE WE SO DIFFERENT? EXHIBIT
(58) RHODES COLLEGE
2000 NORTH PARKWAY
MEMPHIS,TN38112 		62-0476301 501(C)(3) 50,000       2013-14 METHODIST UNIVERSITY - DR PETER HOSSLER
(59) RIVERFRONT DEVELOPMENT CORP
22 NORTH FRONT STREET SUITE 960
MEMPHIS,TN38103 		62-1811726 501(C)(3) 12,500       CONTRIBUTION TO ISLAND PLAY AT BEALE STREET LANDING
(60) RUST COLLEGE
150 RUST AVENUE
HOLLY SPRINGS,MS386352330 		64-0303805 501(C)(3) 40,000       SUPPORT THROUGH MULTI YEAR PLEDGE
(61) UNIVERSITY OF TENNESSEE COLLEGE
910 MADISON AVENUE SUITE 1002
MEMPHIS,TN38163 		62-6001636 170(C)(1) 150,000       UTHSC CARDIOVASCULAR PROGRAM
(62) UNIVERSITY OF TENNESSEE HEALTH
62 S DUNLAP STREET ROOM 500
MEMPHIS,TN38163 		62-6001636 170(C)(1) 375,000       UT EDUCATIONAL OPPORTUNITIES
(63) WOMENS FOUNDATION FOR A GREATER
40 S MAIN STREET SUITE 2380
MEMPHIS,TN38103 		58-2207247 501(C)(3) 5,000       2013 ANNUAL TRIBUTE LUNCHEON
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
38
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
25
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2013

Schedule I (Form 990) 2013
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.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance












Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
PART I, LINE 2: GRANTS ARE MADE IN ACCORDANCE WITH THE METHODIST LE BONHEUR HEALTHCARE MISSION STATEMENT OF PROVIDING RESOURCES TO EXTEND HEALTH CARE THROUGH THE METHODIST LE BONHEUR HEALTHCARE SERVICE AREA. ALL GRANT REQUESTS ARE REVIEWED AND APPROVED BY A GROUP OF EXECUTIVES CONSISTING OF THE CEO, COO, CFO AND EVP OF METHODIST LE BONHEUR HEALTHCARE.
Schedule I (Form 990) 2013


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
METHODIST LE BONHEUR HEALTHCARE
 
Employer identification number

58-1454711
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 of the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used 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
Yes
 
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in 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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
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 (E) amounts for that individual.
(A) Name and Title (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)JIMMIE MANCELL MDBOARD MEMBER (i)
(ii)		 0
318,976 		0
0 		0
0 		0
28,201 		0
23,945 		0
371,122 		0
0
(2)HEATHER SWANSON MDBOARD MEMBER (i)
(ii)		 0
308,361 		0
0 		0
0 		0
5,316 		0
7,755 		0
321,432 		0
0
(3)GARY SHORBPRESIDENT & CEO (i)
(ii)		 853,222
0 		396,923
0 		251,794
0 		635,294
0 		18,992
0 		2,156,225
0 		349,043
0
(4)JEAN CLAUDE LOISEAU MDBOARD MEMBER (i)
(ii)		 0
368,209 		0
0 		0
0 		0
5,100 		0
8,910 		0
382,219 		0
0
(5)MICHAEL UGWUEKECHIEF OPERATING OFFICER (i)
(ii)		 448,899
0 		130,784
0 		37,586
0 		100,574
0 		24,575
0 		742,418
0 		29,266
0
(6)CHRISTOPHER MCLEANCFO/TREASURER (i)
(ii)		 322,715
0 		398,719
0 		324,125
0 		147,479
0 		23,403
0 		1,216,441
0 		147,610
0
(7)NIKKI POLISSVP - CHIEF NURSING OFFICER (i)
(ii)		 242,920
0 		49,817
0 		3,824
0 		59,124
0 		7,300
0 		362,985
0 		0
0
(8)LARRY SPRATLINVP - TREASURER (i)
(ii)		 0
110,904 		0
54,084 		0
51,429 		0
114,214 		0
15,877 		0
346,508 		0
19,333
(9)DONNA ABNEYEXECUTIVE VICE PRESIDENT (i)
(ii)		 412,859
0 		160,996
0 		73,145
0 		248,561
0 		19,971
0 		915,532
0 		108,673
0
(10)SUSAN THURMONDSVP - CHIEF QUALITY OFFICER (i)
(ii)		 353,444
0 		122,194
0 		85,331
0 		154,753
0 		10,051
0 		725,773
0 		85,433
0
(11)GEORGE MAYZELLSVP - PRESIDENT OF HEALTH CHOICE (i)
(ii)		 4,324
0 		0
0 		179,239
0 		26,167
0 		14,904
0 		224,634
0 		113,790
0
(12)DAVID BAYTOSSVP - MS (i)
(ii)		 296,665
0 		102,546
0 		86,392
0 		220,447
0 		22,331
0 		728,381
0 		94,538
0
(13)CAROL ROSS-SPANGSVP - HUMAN RESOURCES (i)
(ii)		 282,244
0 		95,927
0 		68,280
0 		98,629
0 		21,224
0 		566,304
0 		67,707
0
(14)CATO JOHNSONSVP - CORPORATE AFFAIRS (i)
(ii)		 273,101
0 		88,937
0 		49,444
0 		99,559
0 		14,136
0 		525,177
0 		59,956
0
(15)ALEXANDER MACGREGORSVP - CMIO (i)
(ii)		 367,518
0 		113,262
0 		98,948
0 		82,150
0 		17,117
0 		678,995
0 		115,657
0
(16)WILLIAM BREENSVP - PHYSICIAN ALLIGNMENT (i)
(ii)		 316,999
0 		83,270
0 		13,011
0 		83,367
0 		8,186
0 		504,833
0 		4,199
0
(17)LYNN FIELDVP - CHIEF LEGAL OFFICER (i)
(ii)		 207,694
0 		34,963
0 		52,117
0 		43,974
0 		13,680
0 		352,428
0 		32,172
0
(18)JOHN MITCH GRAVESSVP - AFFILIATED AFFAIRS (i)
(ii)		 290,136
0 		53,073
0 		56,839
0 		83,011
0 		20,574
0 		503,633
0 		43,083
0
(19)EDWARD RAFALSKISVP - MARKETING (i)
(ii)		 239,272
0 		57,087
0 		1,319
0 		62,766
0 		14,907
0 		375,351
0 		0
0
(20)ELIZABETH OSTRICEXECUTIVE DIRECTOR (i)
(ii)		 248,353
0 		61,143
0 		400
0 		27,231
0 		13,081
0 		350,208
0 		0
0
(21)MICHAEL NESBITVICE PRESIDENT (i)
(ii)		 219,232
0 		42,911
0 		41,133
0 		102,519
0 		21,789
0 		427,584
0 		20,451
0
(22)LARRY FOGARTYVICE PRESIDENT (i)
(ii)		 230,860
0 		42,289
0 		54,212
0 		50,849
0 		20,362
0 		398,572
0 		30,866
0
(23)DAVID ROSENBAUMVICE PRESIDENT (i)
(ii)		 183,332
0 		138,314
0 		20,004
0 		39,592
0 		14,631
0 		395,873
0 		11,209
0
(24)EUGENE CASHMAN IIIVICE PRESIDENT (i)
(ii)		 226,930
0 		4,522
0 		10,012
0 		18,469
0 		19,328
0 		279,261
0 		0
0
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 1A A HOUSING ALLOWANCE IS PROVIDED TO ONE CLERGYMAN FOR MINISTERIAL SERVICES PROVIDED TO PATIENTS AND THEIR FAMILIES. THIS AMOUNT IS INCLUDED IN BOX 14 OF THE EMPLOYEE'S W-2.
PART I, LINE 4B THE PURPOSE OF THE METHODIST LE BONHEUR HEALTHCARE CONSOLIDATED EXECUTIVE DEFERRED COMPENSATION PLAN IS TO PROVIDE RETIREMENT BENEFITS FOR CERTAIN EXECUTIVE LEVEL EMPLOYEES IN ADDITION TO THE BENEFITS PROVIDED THROUGH THE OTHER RETIREMENT PLANS THAT ARE SPONSORED BY THE COMPANY. IT IS INTENDED THAT THIS PLAN COMPLY WITH INTERNAL REVENUE CODE SECTION 457(F) AND QUALIFY FOR THE SHORT TERM DEFERRAL EXCEPTION TO CODE SECTION 409A. UNDER THE PLAN, CORPORATE EXECUTIVES AT OR ABOVE THE VICE PRESIDENT LEVEL ARE ELIGIBLE TO RECEIVE EXECUTIVE DEFERRED COMPENSATION CREDITS DEPENDING ON THEIR POSITION CLASSIFICATION [6%,8%,10%,12% OF BASE SALARY]. EACH PLAN YEAR, THE EXECUTIVE MUST ELECT A DEFERRED VESTING DATE TO BE APPLIED TO THE DEFERRED COMPENSATION CREDIT THAT WILL BE EARNED IN THAT PLAN YEAR. THE DEFERRED VESTING DATE IS SUBJECT TO A VESTING SCHEDULE THAT REQUIRES A MINIMUM DEFERRAL OF 5 YEARS TO BECOME VESTED. UPON REACHING AGE 55, THE MINIMUM DEFERRAL IS REDUCED TO 3 YRS. UPON REACHING AGE 60, THE MINIMUM DEFERRAL IS REDUCED TO 2 YRS. AT AGE 64, A CASH EQUIVALENT IS PROVIDED TO THE EXECUTIVE AND NO ADDITIONAL DEFERRALS ARE MADE UNDER THIS PLAN. THE PLAN IS UNFUNDED WITH ALL BENEFITS PAID FROM THE COMPANY'S GENERAL ASSETS. HOWEVER, THE EXECUTIVE IS ALLOWED TO DIRECT THE INVESTMENTS OF HIS DEFERRED COMPENSATION CREDIT IN A MENU OF INVESTMENT ALTERNATIVES MADE AVAILABLE BY THE COMPANY. UPON VESTING, A DISTRIBUTION IS PROVIDED LESS THE APPLICABLE TAX. IN THE CASE OF A VOLUNTARY TERMINATION OF EMPLOYMENT BY THE EXECUTIVE OR INVOLUNTARY TERMINATION OF EMPLOYMENT FOR CAUSE BY THE COMPANY, THE NON-VESTED FUNDS ARE FORFEITED. ACCELERATED VESTING (100%) IS ALLOWED UPON DEATH, DISABILITY OR AN INVOLUNTARY TERMINATION BY THE COMPANY WITHOUT CAUSE. ALLOCATIONS TO THE PLAN FOR 2013 INCLUDE THE FOLLOWING: FROM THE FILING ORGANIZATION: GARY SHORB - $ 99,428 MICHAEL UGWUEKE - 58,102 CHRISTOPHER MCLEAN - 63,438 DONNA ABNEY - 50,508 NIKKI POLIS - 29,298 SUSAN THURMOND - 46,130 GEORGE MAYZELL - 11,692 DAVID BAYTOS - 37,778 CAROL ROSS-SPANG - 37,192 WILLIAM BREEN JR. - 38,999 LYNN FIELD - 13,621 JOHN "MITCH" GRAVES - 36,933 EDWARD RAFALSKI - 29,158 MICHAEL NESBIT - 19,063 LARRY FOGARTY - 20,357 EUGENE CASHMAN III - 13,852 FROM A RELATED ORGANIZATION: LARRY SPRATLIN - 8,977
PART I, LINE 7 THE MANAGEMENT INCENTIVE PLAN INTENDS TO REWARD MANAGEMENT FOR THE ACHIEVEMENT OF PERFORMANCE AGAINST A PRE-ESTABLISHED SET OF BALANCED AND CHALLENGING GOALS. THE PLAN ALSO INCLUDES A PROVISION THAT DEFERS VESTING OF A PORTION OF THE AWARD SUBJECT TO CONTINUED EMPLOYMENT (WITH A SUBSTANTIAL RISK OF FORFEITURE) TO ENCOURAGE RETENTION OF EXECUTIVES. THIS PLAN IS REVIEWED BY AN EXTERNAL THIRD-PARTY CONSULTANT.
Schedule J (Form 990) 2013

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.
SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
METHODIST LE BONHEUR HEALTHCARE
 
Employer identification number
58-1454711
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 THE HEALTH EDUCATIONAL & HOUSING FACILITY BOARD OF THE COUNTY OF SHELBYTN
  		52-1283414 821697VM8 09-15-2004 161,400,000 ADVANCE REFUNDING, CAPITAL ACQUISITION   X   X   X
B THE HEALTH EDUCATIONAL & HOUSING FACILITY BOARD OF THE COUNTY OF SHELBYTN
  		52-1283414 821697VN6 09-15-2004 89,000,000 CAPITAL ACQUISITION   X   X   X
C THE HEALTH EDUCATIONAL & HOUSING FACILITY BOARD OF THE COUNTY OF SHELBYTN
  		52-1283414 821697ZK8 06-12-2008 270,000,000 CURRENT REFUNDING, CAPITAL ACQUISITION   X   X   X
D THE HEALTH EDUCATIONAL & HOUSING FACILITY BOARD OF THE COUNTY OF SHELBYTN
  		52-1283414 821697YF0 06-12-2008 112,198,412 CURRENT REFUNDING   X   X   X
THE HEALTH EDUCATIONAL & HOUSING FACILITY BOARD OF THE COUNTY OF SHELBYTN
  		52-1283414 821697G45 05-16-2012 101,481,257 CAPITAL ACQUISITION   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 6,830,000 88,050,000   51,025,000
2 Amount of bonds legally defeased . . . . . . . . . . .        
3 Total proceeds of issue . . . . . . . . . . . . . . 166,816,521 91,143,429 271,658,665 113,992,419
4 Gross proceeds in reserve funds . . . . . . . . . . . . 15,632,882 2,505,783 10,256,453 11,401,152
5 Capitalized interest from proceeds . . . . . . . . . . .        
6 Proceeds in refunding escrows . . . . . . . . . . . .        
7 Issuance costs from proceeds . . . . . . . . . . . . 2,586,587 779,734 1,355,713 964,513
8 Credit enhancement from proceeds . . . . . . . . . . . 6,941,323 3,792,993 15,294,903  
9 Working capital expenditures from proceeds . . . . . . . . .        
10 Capital expenditures from proceeds . . . . . . . . . . . 3,689,402 80,597,104 187,388,948  
11 Other spent proceeds . . . . . . . . . . . . . . 135,028,234   65,615,000 100,014,058
12 Other unspent proceeds . . . . . . . . . . . . . .        
13 Year of substantial completion . . . . . . . . . . . . 2005 2005 2010 1998
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    
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . .   X X     X    
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
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      
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      
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . . 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      
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 % 0.110 % 0.080 %  
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 % 0 % 0 %  
6 Total of lines 4 and 5 . . . . . . . . . . . . . 0 % 0.110 % 0.080 %  
7 Does the bond issue meet the private security or payment test? . . . . .   X   X   X    
8a Has there been a sale or disposition of any of the bond financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .   X   X   X    
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of.        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .                
9 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      
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T? . . . . .   X   X   X   X
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . .   X   X   X   X
b Exception to rebate? . . . . . . . .   X   X   X   X
c No rebate due? . . . . . . . . X   X   X   X  
If you checked "No rebate due" in line 2c, provide in
Part VI the date the rebate computation was performed
3 Is the bond issue a variable rate issue? . . . .   X   X X     X
4a 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 . . . . . . . . . JP MORGAN CHASE NA
  		JP MORGAN CHASE NA
  		JP MORGAN CHASE NA
  		 
 
c Term of hedge . . . . . . . . . . 13.600000000000 10.600000000000 27.400000000000  
d Was the hedge superintegrated? . . . .   X   X   X    
e Was the hedge terminated? . . . . . .   X   X   X    
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .   X   X   X   X
b Name of provider . . . . . . . . .  
  		 
  		 
  		 
 
c Term of GIC . . . . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . .                
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? . . . X   X   X   X  
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
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?   X   X   X   X
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
DATE REBATE COMPUTATION PERFORMED ISSUER NAME: THE HEALTH, EDUCATIONAL & HOUSING FACILITY BOARD OF THE COUNTY DATE THE REBATE COMPUTATION WAS PERFORMED: 12/05/2013 ISSUER NAME: THE HEALTH, EDUCATIONAL & HOUSING FACILITY BOARD OF THE COUNTY DATE THE REBATE COMPUTATION WAS PERFORMED: 11/12/2013 ISSUER NAME: THE HEALTH, EDUCATIONAL & HOUSING FACILITY BOARD OF THE COUNTY DATE THE REBATE COMPUTATION WAS PERFORMED: 08/19/2013 ISSUER NAME: THE HEALTH, EDUCATIONAL & HOUSING FACILITY BOARD OF THE COUNTY DATE THE REBATE COMPUTATION WAS PERFORMED: 08/19/2013
SCHEDULE K, PART II, LINE 3, TOTAL PROCEEDS: AMOUNTS REPORTED ON LINE 3 INCLUDE INVESTMENT EARNINGS ON BOND PROCEEDS AS FOLLOWS: BOND [A]: SALE PROCEEDS: $ 161,400,000 INVESTMENT EARNINGS: 5,416,521 TOTAL TO LINE 3: $ 166,816,521 BOND [B]: SALE PROCEEDS: $ 89,000,000 INVESTMENT EARNINGS: 2,143,429 TOTAL TO LINE 3: $ 91,143,429 BOND [C]: SALE PROCEEDS: $ 270,000,000 INVESTMENT EARNINGS: 1,658,665 TOTAL TO LINE 3: $ 271,658,665 BOND [D]: SALE PROCEEDS: $ 112,198,412 INVESTMENT EARNINGS: 1,794,007 TOTAL TO LINE 3: $ 113,992,419 BOND [E]: SALE PROCEEDS: $ 101,481,257 INVESTMENT EARNINGS: 13 TOTAL TO LINE 3: $ 101,481,270
SCHEDULE K, PART II, LINE 11, OTHER SPENT PROCEEDS: THE AMOUNTS PRESENTED ON LINE 11 REPRESENT BOND PROCEEDS USED TO CURRENTLY AND ADVANCE REFUND PRIOR ISSUES, AS NOTED IN PART II, LINES 14 AND 15.
SCHEDULE K, PART III, BOND [D]: THE PROCEEDS OF THE BONDS REPORTED IN COLUMN [D] WERE USED ENTIRELY TO REFUND BOND ISSUES DATED PRIOR TO JANUARY 1, 2003 (EXCEPT AMOUNTS USED FOR COSTS OF ISSUANCE AND RESERVE FUNDS AS NOTED IN PART II); THEREFORE, PART III IS NOT APPLICABLE TO THE BONDS IN COLUMN [D].
Schedule K (Form 990) 2013

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.
SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
METHODIST LE BONHEUR HEALTHCARE
 
Employer identification number
58-1454711
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 THE HEALTH EDUCATIONAL & HOUSING FACILITY BOARD OF THE COUNTY OF SHELBYTN
  		52-1283414 821697VM8 09-15-2004 161,400,000 ADVANCE REFUNDING, CAPITAL ACQUISITION   X   X   X
B THE HEALTH EDUCATIONAL & HOUSING FACILITY BOARD OF THE COUNTY OF SHELBYTN
  		52-1283414 821697VN6 09-15-2004 89,000,000 CAPITAL ACQUISITION   X   X   X
C THE HEALTH EDUCATIONAL & HOUSING FACILITY BOARD OF THE COUNTY OF SHELBYTN
  		52-1283414 821697ZK8 06-12-2008 270,000,000 CURRENT REFUNDING, CAPITAL ACQUISITION   X   X   X
D THE HEALTH EDUCATIONAL & HOUSING FACILITY BOARD OF THE COUNTY OF SHELBYTN
  		52-1283414 821697YF0 06-12-2008 112,198,412 CURRENT REFUNDING   X   X   X
THE HEALTH EDUCATIONAL & HOUSING FACILITY BOARD OF THE COUNTY OF SHELBYTN
  		52-1283414 821697G45 05-16-2012 101,481,257 CAPITAL ACQUISITION   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 6,830,000 88,050,000   51,025,000
2 Amount of bonds legally defeased . . . . . . . . . . .        
3 Total proceeds of issue . . . . . . . . . . . . . . 166,816,521 91,143,429 271,658,665 113,992,419
4 Gross proceeds in reserve funds . . . . . . . . . . . . 15,632,882 2,505,783 10,256,453 11,401,152
5 Capitalized interest from proceeds . . . . . . . . . . .        
6 Proceeds in refunding escrows . . . . . . . . . . . .        
7 Issuance costs from proceeds . . . . . . . . . . . . 2,586,587 779,734 1,355,713 964,513
8 Credit enhancement from proceeds . . . . . . . . . . . 6,941,323 3,792,993 15,294,903  
9 Working capital expenditures from proceeds . . . . . . . . .        
10 Capital expenditures from proceeds . . . . . . . . . . . 3,689,402 80,597,104 187,388,948  
11 Other spent proceeds . . . . . . . . . . . . . . 135,028,234   65,615,000 100,014,058
12 Other unspent proceeds . . . . . . . . . . . . . .        
13 Year of substantial completion . . . . . . . . . . . . 2005 2005 2010 1998
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    
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . .   X X     X    
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
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      
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      
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . . 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      
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 % 0.110 % 0.080 %  
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 % 0 % 0 %  
6 Total of lines 4 and 5 . . . . . . . . . . . . . 0 % 0.110 % 0.080 %  
7 Does the bond issue meet the private security or payment test? . . . . .   X   X   X    
8a Has there been a sale or disposition of any of the bond financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .   X   X   X    
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of.        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .                
9 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      
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T? . . . . .   X   X   X   X
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . .   X   X   X   X
b Exception to rebate? . . . . . . . .   X   X   X   X
c No rebate due? . . . . . . . . X   X   X   X  
If you checked "No rebate due" in line 2c, provide in
Part VI the date the rebate computation was performed
3 Is the bond issue a variable rate issue? . . . .   X   X X     X
4a 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 . . . . . . . . . JP MORGAN CHASE NA
  		JP MORGAN CHASE NA
  		JP MORGAN CHASE NA
  		 
 
c Term of hedge . . . . . . . . . . 13.600000000000 10.600000000000 27.400000000000  
d Was the hedge superintegrated? . . . .   X   X   X    
e Was the hedge terminated? . . . . . .   X   X   X    
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .   X   X   X   X
b Name of provider . . . . . . . . .  
  		 
  		 
  		 
 
c Term of GIC . . . . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . .                
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? . . . X   X   X   X  
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
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?   X   X   X   X
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
DATE REBATE COMPUTATION PERFORMED ISSUER NAME: THE HEALTH, EDUCATIONAL & HOUSING FACILITY BOARD OF THE COUNTY DATE THE REBATE COMPUTATION WAS PERFORMED: 12/05/2013 ISSUER NAME: THE HEALTH, EDUCATIONAL & HOUSING FACILITY BOARD OF THE COUNTY DATE THE REBATE COMPUTATION WAS PERFORMED: 11/12/2013 ISSUER NAME: THE HEALTH, EDUCATIONAL & HOUSING FACILITY BOARD OF THE COUNTY DATE THE REBATE COMPUTATION WAS PERFORMED: 08/19/2013 ISSUER NAME: THE HEALTH, EDUCATIONAL & HOUSING FACILITY BOARD OF THE COUNTY DATE THE REBATE COMPUTATION WAS PERFORMED: 08/19/2013
SCHEDULE K, PART II, LINE 3, TOTAL PROCEEDS: AMOUNTS REPORTED ON LINE 3 INCLUDE INVESTMENT EARNINGS ON BOND PROCEEDS AS FOLLOWS: BOND [A]: SALE PROCEEDS: $ 161,400,000 INVESTMENT EARNINGS: 5,416,521 TOTAL TO LINE 3: $ 166,816,521 BOND [B]: SALE PROCEEDS: $ 89,000,000 INVESTMENT EARNINGS: 2,143,429 TOTAL TO LINE 3: $ 91,143,429 BOND [C]: SALE PROCEEDS: $ 270,000,000 INVESTMENT EARNINGS: 1,658,665 TOTAL TO LINE 3: $ 271,658,665 BOND [D]: SALE PROCEEDS: $ 112,198,412 INVESTMENT EARNINGS: 1,794,007 TOTAL TO LINE 3: $ 113,992,419 BOND [E]: SALE PROCEEDS: $ 101,481,257 INVESTMENT EARNINGS: 13 TOTAL TO LINE 3: $ 101,481,270
SCHEDULE K, PART II, LINE 11, OTHER SPENT PROCEEDS: THE AMOUNTS PRESENTED ON LINE 11 REPRESENT BOND PROCEEDS USED TO CURRENTLY AND ADVANCE REFUND PRIOR ISSUES, AS NOTED IN PART II, LINES 14 AND 15.
SCHEDULE K, PART III, BOND [D]: THE PROCEEDS OF THE BONDS REPORTED IN COLUMN [D] WERE USED ENTIRELY TO REFUND BOND ISSUES DATED PRIOR TO JANUARY 1, 2003 (EXCEPT AMOUNTS USED FOR COSTS OF ISSUANCE AND RESERVE FUNDS AS NOTED IN PART II); THEREFORE, PART III IS NOT APPLICABLE TO THE BONDS IN COLUMN [D].
Schedule K (Form 990) 2013

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, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBullet See separate instructions.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
METHODIST LE BONHEUR HEALTHCARE
 
Employer identification number

58-1454711
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) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





2
Enter the amount of tax incurred by 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-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)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 assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2013
Schedule L (Form 990 or 990-EZ) 2013
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) BELZ INVESTCO GP
  		OWNED IN PART BY BOARD MEMBER RONALD BELZ 563,442 PROPERTY LEASE AND RENTAL   No
(2) HIGHLAND CAPITAL INVESTMENTS
  		BOARD MEMBER STEVE WISHNIA IS THE SOLE OWNER 166,756 INVESTMENT MANAGEMENT FEES   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2013

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.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
METHODIST LE BONHEUR HEALTHCARE
 
Employer identification number

58-1454711
Return Reference Explanation
FORM 990, PART III, LINE 4A: CONTINUATION OF PROGRAM SERVICE ACCOMPLISHMENTS: BY FAR, THE LARGEST PERCENTAGE OF MLH IS THE METHODIST HEALTHCARE-MEMPHIS HOSPITALS (MHMH) WHICH INCLUDES METHODIST UNIVERSITY HOSPITAL, METHODIST NORTH HOSPITAL, METHODIST SOUTH HOSPITAL, METHODIST LE BONHEUR GERMANTOWN HOSPITAL AND LE BONHEUR CHILDREN'S HOSPITAL. COMBINED, THESE ENTITIES HAVE GIVEN SIGNIFICANTLY TO THEIR SURROUNDING COMMUNITIES WITH THE SUPPORT OF METHODIST LE BONHEUR HEALTHCARE. IN 2013, METHODIST LE BONHEUR HEALTHCARE PROVIDED $178 MILLION OF NET COMMUNITY BENEFIT EXPENSE TO CHARITY, MEDICAID, TENNCARE, MEDICAL EDUCATION, AND COMMUNITY SERVICES. NET COMMUNITY BENEFIT EXPENSE IS CALCULATED USING A STANDARD APPROACH AS REQUIRED FOR GOVERNMENT BENEFIT REPORTING. MEDICAL EDUCATION AND RESEARCH: METHODIST LE BONHEUR HEALTHCARE SUPPORTS MEDICAL EDUCATION AND RESEARCH VIA DIRECT SALARY AND BENEFIT CONTRIBUTIONS TO THE UNIVERSITY OF TENNESSEE GRADUATE MEDICAL SCHOOL TO COVER THE COST OF GRADUATE MEDICAL TRAINING POSITIONS (GME) AT METHODIST UNIVERSITY HOSPITAL, LE BONHEUR CHILDREN'S MEDICAL CENTER, AND METHODIST LE BONHEUR GERMANTOWN HOSPITAL. THESE GME RESIDENTS AND FELLOWS ARE EMPLOYEES AND TRAINEES AT THE UNIVERSITY OF TENNESSEE. THE FINANCIAL SUPPORT PROVIDED BY MLH COVERS THEIR TIME AND EFFORT SPENT PROVIDING PATIENT CARE AT METHODIST HOSPITALS IN ADDITION TO THEIR EDUCATIONAL ACTIVITIES. CHURCH HEALTH CENTER/CHRIST COMMUNITY HEALTH SERVICES: AS AN EARLY SUPPORTER OF THE CHURCH HEALTH CENTER (CHC), METHODIST LE BONHEUR HEALTHCARE STRONGLY BELIEVES IN ITS MISSION TO SERVE THE WORKING POOR. FROM ITS BEGINNINGS AS A PROJECT OF ST. JOHN'S UNITED METHODIST CHURCH ALONG WITH DR. SCOTT MORRIS TO THE COMPREHENSIVE COMMUNITY RESOURCE IT IS TODAY, THE CHC PROVIDES AFFORDABLE HEALTH CARE, DENTISTRY, OPTOMETRY, PASTORAL COUNSELING, AND HEALTH EDUCATION TO ITS TARGETED MARKET, THE WORKING POOR, IN MEMPHIS. METHODIST HEALTHCARE TAKES PRIDE IN SUPPORTING THIS WORTHY ENDEAVOR. MLH SUPPORTS THE CHC MISSION BY PROVIDING PATIENT CARE FREE OF CHARGE. DURING 2013, MLH PROVIDED $4,133,781 IN CARE FOR PATIENT OF CHC. CHRIST COMMUNITY HEALTH SERVICES (CCHS) HAVE ROUTINELY FOCUSED ON FULFILLING THE PHYSICAL, SPIRITUAL AND EMOTIONAL NEEDS OF THE POOR, HOMELESS, AND THE UNINSURED SINCE 1995. THROUGH STRATEGICALLY PLACED HEALTH CARE CENTERS AND OUTREACH PROGRAMS, THEY PROVIDE HIGH-QUALITY HEALTH CARE AND OTHER SERVICES TO THOUSANDS OF PATIENTS, CAREGIVERS, STUDENTS AND FAMILIES EACH YEAR. MLH PROVIDED $2,921,368 FOR PATIENTS OF THE CCHS. COMMUNITY EDUCATION: METHODIST HEALTHCARE PROVIDED TRAINING FOR 7,805 COMMUNITY PROFESSIONALS, FROM OUTSIDE OUR ORGANIZATION AT A COST OF $334,000. LE BONHEUR COMMUNITY HEALTH AND WELL-BEING: LE BONHEUR CHILDREN'S HOSPITAL'S COMMUNITY HEALTH AND WELL-BEING DIVISION EXTENDS THE WORK OF THE HOSPITAL BEYOND ITS WALLS. THROUGH A VARIETY OF PROGRAMS, THIS DIVISION MAKES A DIFFERENCE IN THE EVERYDAY LIVES OF CHILDREN IN COMMUNITIES THROUGHOUT THE REGION. WHILE THESE PROGRAMS ARE LARGELY FUNDED BY GRANTS, METHODIST ALSO PROVIDED $480,000 TO SUPPORT THESE PROGRAMS. METHODIST HEALTHCARE FOUNDATION: THE FOUNDATION RAISES FUNDS TO BENEFIT AND STRENGTHEN THE METHODIST HOSPITAL PROGRAMS AND CENTERS OF EXCELLENCE. FUNDS RAISED ENHANCE CLINICAL AND RESEARCH INITIATIVES, UNDERWRITE COSTS FOR FACILITIES, TECHNICIANS AND EQUIPMENT AND BRIDGE THE GAP BETWEEN WHAT HOSPITAL REIMBURSEMENT COVERS AND WHAT IS NECESSARY TO STAY ON THE CUTTING EDGE OF MEDICAL SCIENCE. IN 2013, THE FOUNDATION PROVIDED $5.2 MILLION IN SUPPORT OF THESE PROGRAMS, ALL WHICH BENEFITED THE COMMUNITY. HERE ARE SOME HIGHLIGHTS: MANY YEARS AGO, THE METHODIST FOUNDATION ESTABLISHED "THE HUMANITARIAN FUND" WHICH HELPS METHODIST ASSOCIATES IN TIMES OF CRISIS (I.E., FIRE, CRIME, DEATH). IN 2013, THE FOUNDATION PROVIDED $464,000 IN SUPPORT OF THESE ASSOCIATES. THE METHODIST FOUNDATION AWARDED COLLEGE SCHOLARSHIPS TO CHILDREN AND DEPENDENTS OF ASSOCIATES WHO PLAN TO PURSUE A CAREER IN A HEALTH-RELATED FIELD OF STUDY. IN 2013, THE FOUNDATION PRESENTED 21 SCHOLARSHIPS TOTALING $24,000. METHODIST AND THE FOUNDATION SUPPORT LIFELONG LEARNING FOR OUR PHYSICIANS. IN 2013, WE OFFERED 120 PROGRAMS AND 1,924 HOURS OF TRAINING. A TOTAL OF 19,482 PHYSICIANS AND 2,162 NON PHYSICIANS ATTENDED.
FORM 990, PART III, LINE 4A: CONTINUATION OF PROGRAM SERVICE ACCOMPLISHMENTS: LE BONHEUR FOUNDATION: THE LE BONHEUR FOUNDATION, IN PARTNERSHIP WITH DONORS AND VOLUNTEERS, PROMOTES PHILANTHROPIC INVESTMENT TO SUPPORT LE BONHEUR CHILDREN'S HOSPITAL'S MISSION OF PROVIDING HIGH QUALITY PATIENT CARE, RESEARCH AND ADVOCACY. IN 2013, THE FOUNDATION RAISED $14.5 MILLION AND PROVIDED $6.7 MILLION FOR RESEARCH, EDUCATION, RUNNING OF FEDEX FAMILY HOUSE AND CAPITAL IMPROVEMENTS. ITS THREE MAJOR PROJECTS ARE: - LE BONHEUR CAPITAL CAMPAIGN - SINCE 2005, THE LE BONHEUR FOUNDATION HAS BEEN INVOLVED IN A $113 MILLION CAPITAL CAMPAIGN TO ASSIST IN RAISING THE FUNDS NEEDED FOR THE NEW LE BONHEUR CHILDREN'S HOSPITAL WHICH OPENED IN 2010. - FEDEX FAMILY HOUSE A HOME AWAY FROM HOME FOR OUT-OF-TOWN FAMILIES WHO COME TO LE BONHEUR CHILDREN'S HOSPITAL FOR TREATMENT - CHILDREN'S MIRACLE NETWORK HOSPITALS RELATIONSHIP A TOTAL OF $105,000 IN GRANTS WAS RECEIVED FOR A VARIETY OF RESEARCH PROJECTS. FAITH AND HEALTH DIVISION: THE FAITH AND HEALTH DIVISION FULFILLS ITS MISSION IN OUR MHMH HOSPITALS AND IN THE COMMUNITY, PARTICULARLY THROUGH AREA CHURCHES. IT IS RESPONSIBLE FOR THE CONTINUUM OF PASTORAL SERVICES WHICH INCLUDE THOSE OFFERED INSIDE THE WALLS OF OUR HOSPITALS AS WELL AS THROUGH PARTNERSHIPS WITH CONGREGATIONS AND COMMUNITY PARTNERS. THE CONGREGATIONAL HEALTH NETWORK IS A COVENANT RELATIONSHIP BETWEEN MHMH, MID-SOUTH CONGREGATIONS AND COMMUNITY HEALTH ORGANIZATIONS. THE CHN PROVIDES A NETWORK OF 500 CONGREGATIONS AND FAITH COMMUNITIES THAT ARE PARTNERING WITH US TO SHARE THE MINISTRY OF CARING FOR OUR PATIENTS HELPING PEOPLE NAVIGATE THE JOURNEY FROM HOME TO MEDICAL CARE AND BACK. THE GOAL OF THIS PROGRAM IS TO BUILD STRONGER RELATIONSHIPS AND BRIDGES BETWEEN LOCAL FAITH COMMUNITIES AND METHODIST LE BONHEUR HEALTHCARE (MLH) IN ORDER TO IMPROVE THE PATIENT EXPERIENCE IN THE MLH SYSTEM AND MORE BROADLY TO BUILD HEALTHIER COMMUNITIES IN MEMPHIS, TENNESSEE AND THE MID-SOUTH. THE CONGREGATIONAL HEALTH NETWORK PROVIDES THE FOLLOWING: - DEVELOPMENT AND MAINTENANCE OF A SOCIAL SYSTEM (INCLUDING CONGREGATIONS, VOLUNTEERS, MLH AND PARTNERS) - IMPLEMENTATION OF COVENANT RELATIONSHIPS (INCLUDING VALUE-ADDED INCENTIVES) - IN-HOSPITAL SUPPORT AND ACCOMPANIMENT - COMMUNITY HEALTH PROMOTION - MICRO-GRANTS TO CONGREGATIONS AND COMMUNITY PARTNERS TO SUPPORT HEALTH-PROMOTING WORK - MAPPING AND LEVERAGING OF RELIGIOUS HEALTH ASSETS IN MEMPHIS - BUILDING PRACTICAL INTERFAITH COLLABORATION TO IMPROVE COMMUNITY HEALTH - TRAINING AND EDUCATION OF CONGREGATIONS AND LIAISONS (E.G. IN COMMUNITY CARE, HOSPITAL VISITATION, AFTERCARE TRAINING, END OF LIFE CARE, MENTAL HEALTH FIRST AID) METHODIST HEALTH AND WELFARE MINISTRIES HOSTED SEVERAL PROGRAMS AIMED AT CLERGY, PHYSICIANS AND LAYPERSONS. IT ALSO WORKS CLOSELY WITH THESE INDIVIDUALS AND THE COMMUNITY IN PROVIDING MANY ASPECTS OF HEALING, PUBLIC HEALTH AND HEALTH AWARENESS. THE DIVISION WORKS CLOSELY WITH THE UNITED METHODIST BOARD OF GLOBAL MINISTRIES BY COORDINATING SEVERAL OF ITS NATIONAL NETWORKS OF HEALTH MINISTRIES AND COOPERATES IN INTERNATIONAL MINISTRIES IN AFRICA, RUSSIA, AND WITH MISSION HOSPITALS THROUGHOUT THE WORLD. COMMUNITY INVOLVEMENT: METHODIST PLACES A STRONG EMPHASIS ON EDUCATION AND ENCOURAGES ASSOCIATES AND THEIR RESPECTIVE HOSPITAL OF EMPLOYMENT IN THE MLH SYSTEM TO PARTICIPATE IN THE MEMPHIS CITY SCHOOLS' ADOPT-A-SCHOOL PROGRAM. ASSOCIATES PROVIDED THE FOLLOWING SERVICES: - TUTOR AND MENTOR STUDENTS - SPEAKERS FOR A NUMBER OF EVENTS INCLUDING CAREER DAYS - JUDGED EVENTS SUCH AS SCIENCE PROJECTS - PROCTOR TESTS - FINANCIAL SUPPORT FOR SPECIAL NEEDS AND PROGRAMS LEADERS AND ASSOCIATES SPENT OVER 800 COMMUNITY SERVICE HOURS REPRESENTING METHODIST LE BONHEUR HEALTHCARE AT MANY COMMUNITY GROUPS' EVENTS AND SERVING ON VARIOUS BOARDS AND COMMITTEES. THE FOLLOWING GROUPS APPLY: AMERICAN CANCER SOCIETY AMERICAN HEART ASSOCIATION HEART WALK ARKWINGS BOYS & GIRLS CLUBS OF GREATER MEMPHIS CHILDREN'S HOSPITAL ASSOC. OF TN CYNTHIA MILK FUND EXCHANGE CLUB FIRST TEE OF MEMPHIS HOSPITAL WING LIVITUP, INC. MARCH OF DIMES MEDICAL EDUCATION RESEARCH INSTITUTE (MERI) MEMPHIS RESEARCH CONSORTIUM MEMPHIS RESEARCH CONSORTIUM MEMPHIS URBAN LEAGUE MEMPHIS WOMEN'S FOUNDATION MID-SOUTH COMFORT CARE AND BIOETHICS COALITION NE AR TRAUMA REGIONAL ADVISORY COUNCIL POLYSOMNOGRAPHY PROFESSIONAL STANDARDS COMMITTEE SOUTHWEST TN COMMUNITY COLLEGE MLT ADVISORY COMMITTEE TN ASSOCIATION OF BLOOD BANKS TN PSYCHOLOGICAL ASSOCIATION UNITED WAY URBAN CHILD INSTITUTE UT RESEARCH FOUNDATION BOARD MONETARY AND IN-KIND DONATIONS: IN 2013 METHODIST MADE DONATIONS TO 61 NOT-FOR-PROFIT ORGANIZATIONS EITHER THROUGH FINANCIAL MEANS OR WITH IN-KIND DONATIONS OF EQUIPMENT OR PRINTING SERVICES. THE VALUE OF THESE DONATIONS TOTALED $1,437,190. DONATIONS WERE AWARDED TO THE FOLLOWING ORGANIZATIONS: ALPHA KAPPA ALPHA AMERICAN CANCER SOCIETY AMERICAN HEART ASSOCIATION AMERICAN LIVER FOUNDATION AMERICAN RED CROSS ARTHRITIS FOUNDATION BOYS & GIRLS CLUBS OF MEMPHIS CAMP GET FIT CHICKASAW COUNCIL OF THE BOY SCOUTS CHILDREN'S HEART FUND CHRIST COMMUNITY HEALTH SERVICES CHRISTIAN BROTHERS UNIVERSITY CHRISTIAN MEDICAL DENTAL ASSOCIATION CHURCH HEALTH CENTER COMMUNITY ALLIANCE FOR THE HOMELESS CONVOY OF HOPE CYSTIC FIBROSIS FOUNDATION EDUCATION THAT WORKS FAMILIES MATTER FIST CONGREGATIONAL CHURCH GAYLE S. ROSE FOUNDATION GERMANTOWN METHODIST CHURCH GIRLS, INC. GOVERNORS FOUNDATION FOR HEALTH HABITAT FOR HOPE HEALTH MEMPHIS COMMON TABLE IDLEWILD PRESBYTERIAN CHURCH INSTITUTE FOR PATIENT & FAMILY CENTERED CARE JUVENILE DIABETES RESEARCH FOUNDATION LIFEBLOOD LIVITUP, INC. MARCH OF DIMES MEMPHIS BIOWORKS MEMPHIS BUSINESS GROUP ON HEALTH MEMPHIS CHILD ADVOCACY CENTER MEMPHIS KOMEN MID-SOUTH MEMPHIS SHELBY CRIME COMMISSION NATIONAL ALLIANCE ON MENTAL ILLNESS NATIONAL MS SOCIETY OVERTON PARK CONSERVANCY PERI ANKH PINK PALACE AND MUSEUM RHODES COLLEGE RIDE FOUNDATION SALVATION ARMY SHELBY COUNTY MAYOR CHARITABLE FUND SHELBY FARMS PARK CONSERVANCY SICKLE CELL FOUNDATION SOUTHERN COLLEGE OF OPTOMETRY ST. JOHN'S UMC UNITED HEALTHCARE CHILDREN'S FOUNDATION UNITED METHODIST NEIGHBORHOOD CENTERS UNIVERSITY OF TENNESSEE WHARTON CHARITABLE FUND WHITEHAVEN ECONOMIC COUNCIL WINGS CANCER FOUNDATION YMCA OF MEMPHIS & MID-SOUTH
FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM WITH INPUT FROM HUMAN RESOURCES, LEGAL, COMPLIANCE, AND FINANCE DEPARTMENTS AND EXTERNAL FINANCIAL CONSULTANTS. FINANCIAL INFORMATION IS RECONCILED TO AUDITED FINANCIAL STATEMENTS AS APPROPRIATE. THE INFORMATION TO BE DISCLOSED REGARDING COMPENSATION IS REVIEWED WITH THE COMPENSATION COMMITTEE OF THE BOARD. THE RETURN IS REVIEWED BY THE CHIEF FINANCIAL OFFICER OF MLH AND MANAGEMENT OF THE ORGANIZATION AS APPROPRIATE. A COPY OF THE RETURN IS REVIEWED IN DETAIL BY THE FINANCE COMMITTEE AND DISCUSSED AT A SCHEDULED BOARD MEETING PRIOR TO FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C METHODIST LE BONHEUR HEALTHCARE EMPLOYS A COMPLIANCE OFFICER WHO MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY FOR ALL VOTING BOARD MEMBERS AND APPLICABLE OFFICERS.
FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION IS DETERMINED BY THE BOARD OF DIRECTORS. AN EXTERNAL INDEPENDENT CONSULTANT ADVISES THE BOARD COMPENSATION COMMITTEE ON EXECUTIVE SALARY AND INCENTIVE COMPENSATION. BENEFITS ARE PERIODICALLY BENCHMARKED BY A SEPARATE EXTERNAL CONSULTANT AND ANY CHANGES ARE APPROVED BY THE BOARD OF DIRECTORS COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE IS COMPRISED OF INDEPENDENT MEMBERS AND IS A SUBGROUP OF THE FULL BOARD OF DIRECTORS. THE COMPENSATION CONSULTANT ANNUALLY DEVELOPS TOTAL CASH COMPENSATION COMPARISONS OF PEER NON-PROFIT SYSTEMS ESTABLISHED BY THE COMPENSATION COMMITTEE. THE COMPENSATION CONSULTANT INTERPRETS THE INFORMATION AND PROVIDES AN OPINION OF REASONABLENESS ON THE TOTAL CASH COMPENSATION PACKAGE. THE COMPENSATION COMMITTEE APPROVES ANY CHANGES TO THE COMPENSATION AND EXECUTIVE BENEFIT STRUCTURE OF THE CEO AND OTHER TOP EXECUTIVES, OTHERWISE KNOWN AS DISQUALIFIED CANDIDATES. ALL OTHER COMPENSATION DECISIONS ARE DETERMINED BY ARRANGEMENT AS DELEGATED BY THE BOARD OF DIRECTORS. THE COMMITTEE DOCUMENTS ALL DETERMINATIONS.
FORM 990, PART VI, SECTION C, LINE 18 PHOTOCOPIES OF THE FORM 990 ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S ADMINISTRATIVE OFFICE. IN ADDITION, RECENT FILINGS OF THE FORM 990 ARE AVAILABLE ONLINE AT OUR WEBSITE IN THE "ABOUT US" SECTION.
FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AUDITED IN A CONSOLIDATION WITH ITS RELATED SUBSIDIARIES. INFORMATION ON FINANCIAL STATEMENTS IS AVAILABLE BY CONTACTING THE ORGANIZATION'S CORPORATE OFFICE. PLEASE SEE FORM 990, PART VI, LINE 20 FOR DETAILS. CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS FOR ALL AFFILIATES OF METHODIST LE BONHEUR HEALTHCARE ARE ALSO AVAILABLE BY REQUEST.
FORM 990, PART VII, LINE 1 BOARD MEMBER COMPENSATION: JIMMIE MANCELL, MD, HEATHER SWANSON, MD, AND JEAN CLAUDE LOISEAU, MD ARE COMPENSATED BY A RELATED ORGANIZATION FOR SERVICES RENDERED TO THE HOSPITAL SYSTEM. ALL PAYMENTS TO THESE INDIVIDUALS ON PART VII OF THE FORM 990 ARE FOR THEIR MEDICAL SERVICES RENDERED TO THE HOSPITAL SYSTEM.
FORM 990, PART IX, LINE 11G CONTRACT LABOR : PROGRAM SERVICE EXPENSES 309,970. MANAGEMENT AND GENERAL EXPENSES 10,194,242. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,504,212. MAINTENANCE CONTRACTS : PROGRAM SERVICE EXPENSES 81,187. MANAGEMENT AND GENERAL EXPENSES 42,320. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 123,507. PROFESSIONAL FEES : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 45,039. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 45,039. CONSULTING AND MGMT : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,098,812. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,098,812.
FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF MINIMUM PENSION LIABILITY 133,080,246. EQUITY TRANSFERS TO AFFILIATES -32,690,493.
FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

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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" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.
MediumBullet Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
METHODIST LE BONHEUR HEALTHCARE
 
Employer identification number

58-1454711
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










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


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1) LE BONHEUR CHILDREN'S HOSPITAL FOUNDATION

850 POPLAR AVENUE BLDG 2

MEMPHIS,TN38105
62-1872938 		FOUNDATION TN 501(C)(3) LINE 11A, I METHODIST LE BONHEUR HEALTHCARE
 
Yes
 
(2) METHODIST HEALTHCARE FOUNDATION

1211 UNION AVENUE SUITE 450

MEMPHIS,TN38104
23-7320638 		FOUNDATION TN 501(C)(3) LINE 11A, I METHODIST LE BONHEUR HEALTHCARE
 
Yes
 
(3) METHODIST HEALTHCARE-FAYETTE HOSPITAL

214 LAKEVIEW DRIVE

SOMERVILLE,TN38068
62-0862334 		HOSPITAL TN 501(C)(3) LINE 3 METHODIST LE BONHEUR HEALTHCARE
 
Yes
 
(4) METHODIST EXTENDED CARE HOSPITAL INC

225 SOUTH CLAYBROOK

MEMPHIS,TN38104
62-1518342 		HOSPITAL TN 501(C)(3) LINE 3 METHODIST LE BONHEUR HEALTHCARE
 
Yes
 
(5) METHODIST HEALTHCARE-JONESBORO HOSPITAL

1211 UNION AVENUE SUITE 657

MEMPHIS,TN38104
71-0499625 		INACTIVE HOSPITAL TN 501(C)(3) LINE 3 METHODIST LE BONHEUR HEALTHCARE
 
Yes
 
(6) METHODIST HEALTHCARE COMMUNITY CARE ASSOCIATES

6400 SHELBY VIEW SUITE 101

MEMPHIS,TN38134
62-1403517 		OUTPATIENT HEALTHCARE TN 501(C)(3) LINE 9 METHODIST LE BONHEUR HEALTHCARE
 
Yes
 
(7) METHODIST HEALTHCARE PRIMARY CARE ASSOCIATES

1211 UNION AVENUE SUITE 657

MEMPHIS,TN38104
58-2078931 		OUTPATIENT HEALTHCARE TN 501(C)(3) LINE 9 METHODIST LE BONHEUR HEALTHCARE
 
Yes
 
(8) LE BONHEUR COMMUNITY HEALTH AND WELL-BEING

50 PEABODY PLACE

MEMPHIS,TN38103
62-1251288 		FOUNDATION TN 501(C)(3) LINE 7 LE BONHEUR CHILDREN'S FOUNDATION
 
Yes
 
(9) METHODIST HEALTHCARE-DYERSBURG HOSPITAL

1211 UNION AVENUE SUITE 657

MEMPHIS,TN38104
62-1155084 		INACTIVE HOSPITAL TN 501(C)(3) LINE 3 METHODIST LE BONHEUR HEALTHCARE
 
Yes
 
(10) ALLIANCE HEALTH SERVICES INC

6400 SHELBY VIEW SUITE 101

MEMPHIS,TN38134
62-0841121 		HEALTHCARE TN 501(C)(3) LINE 9 METHODIST LE BONHEUR HEALTHCARE
 
Yes
 
(11) METHODIST HEALTHCARE CENTRAL MS MEDICAL ASSOCIATES

1211 UNION AVENUE SUITE 657

MEMPHIS,TN38104
64-0884720 		INACTIVE HOSPITAL TN 501(C)(3) LINE 3 METHODIST LE BONHEUR HEALTHCARE
 
Yes
 
(12) METHODIST HEALTHCARE-JACKSON HOSPITAL

1211 UNION AVENUE SUITE 657

MEMPHIS,TN38104
64-0794199 		INACTIVE HOSPITAL TN 501(C)(3) LINE 3 METHODIST LE BONHEUR HEALTHCARE
 
Yes
 
(13) METHODIST HEALTHCARE-MIDDLE MISSISSIPPI HOSPITAL

1211 UNION AVENUE SUITE 657

MEMPHIS,TN38104
64-0698911 		INACTIVE HOSPITAL TN 501(C)(3) LINE 3 METHODIST LE BONHEUR HEALTHCARE
 
Yes
 
(14) METHODIST HEALTHCARE - MEMPHIS HOSPITALS

1265 UNION AVENUE

MEMPHIS,TN38104
62-0479367 		HOSPITAL TN 501(C)(3) LINE 3 METHODIST LE BONHEUR HEALTHCARE
 
Yes
 
(15) METHODIST HEALHCARE - OLIVE BRANCH HOSPITAL

1211 UNION AVENUE SUITE 700

MEMPHIS,TN38104
64-0889822 		HOSPITAL MS 501(C)(3) LINE 3 METHODIST LE BONHEUR HEALTHCARE
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
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) DESOTO DIAGNOSTIC LLC

9085 SANDIDGE CTR CV
OLIVE BRANCH,MS38654
62-1802576 		RADIOLOGY MS METHODIST HEALTHCARE COMMUNITY CARE ASSOCIATES
  		N/A       No     No 60.000 %
(2) NORTH SURGERY CENTER LP

3960 NEW COVINGTON PIKE
MEMPHIS,TN38128
62-1685756 		SURGERY CENTER TN METHODIST HEALTHCARE - MEMPHIS HOSPITALS
  		N/A       No     No 60.000 %
(3) METHODIST SURGERY CENTER-GERMANTOWN LP

1363 S GERMANTOWN ROAD
GERMANTOWN,TN38138
62-1659904 		SURGERY CENTER TN METHODIST HEALTHCARE - MEMPHIS HOSPITALS
  		N/A       No     No 55.000 %
(4) HAMILTON EYE INSTITUTE SURGERY CENTER LP

930 MADISON AVE 3RD FLOOR
MEMPHIS,TN38103
20-2873438 		SURGERY CENTER TN METHODIST HEALTHCARE - MEMPHIS HOSPITALS
  		N/A       No     No 35.390 %






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
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) AMBULATORY OPERATIONS INC

1211 UNION AVENUE SUITE 600
MEMPHIS,TN38104
62-1157166 		MEDICAL SERVICES TN METHODIST HEALTHCARE COMMUNITY CARE ASSOCIATES
  		C 10,120,591 9,919,789 100.000 %   No
(2) SOLUS MANAGEMENT SERVICES INC

6400 SHELBY VIEW SUITE 101
MEMPHIS,TN38134
62-1361349 		HEALTH SERVICES MANAGEMENT TN AMBULATORY OPERATIONS INC
  		C 1,755,084 3,791,004 100.000 %   No
(3) MEMPHIS PROFESSIONAL BUILDING INC

1211 UNION AVENUE SUITE 600
MEMPHIS,TN38104
62-1847544 		INVESTMENTS TN AMBULATORY OPERATIONS INC
  		C 465,340 6,341,652 100.000 %   No








Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
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 or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) METHODIST HEALTHCARE - MEMPHIS HOSPITALS

 L 134,829,500 INTERCOMPANY TRANSACTION
(2) METHODIST HEALTHCARE-FAYETTE HOSPITAL

 L 708,580 INTERCOMPANY TRANSACTION
(3) METHODIST HEALTHCARE-OLIVE BRANCH HOSPITAL

 L 512,004 INTERCOMPANY TRANSACTION
(4) METHODIST HEALTHCARE COMMUNITY CARE ASSOCIATES

 L 939,938 INTERCOMPANY TRANSACTION
(5) ALLIANCE HEALTH SERVICES INC

 L 1,260,263 INTERCOMPANY TRANSACTION
(6) METHODIST EXTENDED CARE HOSPITAL

 L 1,727,226 INTERCOMPANY TRANSACTION
(7) LE BONEHUR COMMUNITY HEALTH & WELL-BEING

 L 209,666 INTERCOMPANY TRANSACTION
(8) AMBULATORY OPERATIONS INC

 L 295,596 INTERCOMPANY TRANSACTION
(9) SOLUS MANAGEMENT SERVICES INC

 L 87,720 INTERCOMPANY TRANSACTION
(10) METHODIST HEALTHCARE - MEMPHIS HOSPITALS

 Q 115,565,156 INTERCOMPANY TRANSACTION
(11) METHODIST HEALTHCARE-FAYETTE HOSPITAL

 Q 466,776 INTERCOMPANY TRANSACTION
(12) METHODIST HEALTHCARE COMMUNITY CARE ASSOCIATES

 Q 654,972 INTERCOMPANY TRANSACTION
(13) ALLIANCE HEALTH SERVICES INC

 Q 1,103,484 INTERCOMPANY TRANSACTION
(14) METHODIST EXTENDED CARE HOSPITAL

 Q 1,625,940 INTERCOMPANY TRANSACTION
(15) LE BONEHUR COMMUNITY HEALTH & WELL-BEING

 Q 189,984 INTERCOMPANY TRANSACTION
(16) SOLUS MANAGEMENT SERVICES INC

 Q 87,720 INTERCOMPANY TRANSACTION
(17) AMBULATORY OPERATIONS INC

 Q 295,596 INTERCOMPANY TRANSACTION
(18) METHODIST HEALTHCARE-OLIVE BRANCH HOSPITAL

 Q 367,000 INTERCOMPANY TRANSACTION
(19) METHODIST HEALTHCARE-FAYETTE HOSPITAL

 R 1,461,146 EQUITY TRANSFER
(20) ALLIANCE HEALTH SERVICES INC

 R 493,207 EQUITY TRANSFER
(21) METHODIST HEALTHCARE-OLIVE BRANCH HOSPITAL

 R 102,191,376 EQUITY TRANSFER
(22) METHODIST HEALTHCARE COMMUNITY CARE ASSOCIATES

 S 709,280 EQUITY TRANSFER
(23) METHODIST HEALTHCARE PRIMARY CARE ASSOCIATES

 S 26,374 EQUITY TRANSFER
(24) METHODIST EXTENDED CARE HOSPITAL

 S 471,607 EQUITY TRANSFER
(25) METHODIST HEALTHCARE - MEMPHIS HOSPITALS

 S 70,247,971 EQUITY TRANSFER
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
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) 2013
Schedule R (Form 990) 2013
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
PART IV, COLUMNS (F) AND (G): AMBULATORY OPERATIONS, INC., SOLUS MANAGEMENT SERVICES, INC., AND MEMPHIS PROFESSIONAL BUILDING, INC. TOGETHER FILE A CONSOLIDATED TAX RETURN. AMBULATORY OPERATIONS, INC. IS THE PARENT CORPORATION OF THE GROUP. THE AMOUNT SHOWN IN PART IV FOR COLUMNS (F) AND (G) ARE SHOWN PRE-CONSOLIDATION.
Schedule R (Form 990) 2013
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