Form990
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
CATHOLIC HEALTH PARTNERS
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
615 Elsinore Place
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Cincinnati, OH45202
D Employer identification number

31-1161086
E Telephone number

G Gross receipts $ 421,575,352
F Name and address of principal officer:
DEBORAH BLOOMFIELD
615 Elsinore Place
Cincinnati,OH45202
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.HEALTH-PARTNERS.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 MediumBullet0928
K Form of organization:
 
L Year of formation: 1985
M State of legal domicile: OH
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: CATHOLIC HEALTH PARTNERS (CHP) EXTENDS THE HEALING MINISTRY OF JESUS BY IMPROVING THE HEALTH OF OUR COMMUNITIES WITH EMPHASIS ON PEOPLE WHO ARE POOR AND UNDER-SERVED. CHP DEMONSTRATES BEHAVIORS REFLECTING OUR CORE VALUES OF COMPASSION, EXCELLENCE, HUMAN DIGNITY, JUSTICE, SACREDNESS OF LIFE AND SERVICE.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 15
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 13
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 1,396
6 Total number of volunteers (estimate if necessary) ............. 6 42
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 174,364
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 0 0
9 Program service revenue (Part VIII, line 2g) ......... 380,846,725 394,493,440
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 55,134,338 27,082,466
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 435,981,063 421,575,906
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 10,002,059 10,003,210
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) 102,414,569 120,899,529
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).... 284,039,006 275,923,116
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 396,455,634 406,825,855
19 Revenue less expenses. Subtract line 18 from line 12....... 39,525,429 14,750,051
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 4,571,826,497 4,866,251,890
21 Total liabilities (Part X, line 26)............. 4,411,599,131 4,602,612,041
22 Net assets or fund balances. Subtract line 21 from line 20..... 160,227,366 263,639,849
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: CHP WILL PROVIDE ASSISTANCE, SUPPORT AND DIRECTION TO ALL OF THE HEALTH CARE INSTITUTIONS AND ACTIVITIES OPERATED AND MAINTAINED BY ITS SUBSIDIARIES. THE MISSION OF CHP IN PERFORMING THESE ACTIVITIES SHALL BE TO PROVIDE A MEANS BY WHICH THE SPONSORS MANIFEST THE HEALING MINISTRY OF JESUS. THROUGH GOVERNANCE, MANAGEMENT, DEVELOPMENT OF LEADERSHIP AND USE OF RESOURCES, CHP INTENDS TO GIVE SUBSTANCE AND DIRECTION TO A DYNAMIC CATHOLIC HEALTH MINISTRY.
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 $ 343,568,485 including grants of $ 10,003,210 ) (Revenue $ 394,319,076 )
CATHOLIC HEALTH PARTNERS (CHP) IS A MISSION-DRIVEN, NONPROFIT, CATHOLIC HEALTH SYSTEM. CHP OPERATES ACUTE CARE HOSPITALS, LONG-TERM CARE FACILITIES, HOUSING SITES FOR THE ELDERLY, HOME HEALTH AGENCIES, HOSPICE PROGRAMS, WELLNESS CENTERS AND OTHER HEALTHCARE ORGANIZATIONS. CHP'S HOME OFFICE PROVIDES SERVICES AND SUPPORT TO THE ENTIRE SYSTEM, INCLUDING BUT NOT LIMITED TO: PROVIDING GOVERNANCE, MANAGEMENT OVERSIGHT, STRATEGIC LEADERSHIP, FOCUSING RESOURCES TO ASSURE THE HEALING MISSION, PROVIDING ACCESS TO LOWER COST DEBT FINANCING TO SUPPORT OPERATIONS, IMPROVING CLINICAL OUTCOMES AND REDUCING OPERATING COSTS.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet343,568,485
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)? ...
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, 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 III............................
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I........................
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 II...
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 ....................
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 IV..............
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 V......
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
Yes
 
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX............
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 .................
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
Yes
 
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......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or 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........
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
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
Yes
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I........
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...................
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....................
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.........
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 ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV.....................
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...
28c
 
No
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
Yes
 
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.............
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 VI
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
2,822
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
1,396
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
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletCJ
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible 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
 
No
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
15
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
13
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
Yes
 
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review 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
NC
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:
MediumBulletTravis Crum615 ELSINORE PLACECINCINNATIOH45202 (513) 639-2800
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) CATHLEEN P ELDRIDGE........................................................................
BOARD CHAIR
 4.00
.......................1.00 		X   X       0 0 0
(2) MICHAEL D CONNELLY JD........................................................................
PRESIDENT & CEO
 50.00
.......................2.00 		X   X       2,083,321 0 48,312
(3) DAVID LEACH MD........................................................................
TRUSTEE
 2.00
.......................1.00 		X           0 0 0
(4) DONALD ROHLING........................................................................
TRUSTEE
 2.00
.......................40.00 		X           0 142,690 -42,374
(5) EVAN M BENJAMIN MD........................................................................
TRUSTEE
 2.00
.......................1.00 		X           0 0 0
(6) GLORIA YSASI-DIAZ........................................................................
TRUSTEE
 2.00
.......................1.00 		X           0 0 0
(7) JAMES PATTON CPA........................................................................
TRUSTEE
 2.00
.......................1.00 		X           0 0 0
(8) JANET B REID PHD........................................................................
TRUSTEE
 2.00
.......................0 		X           0 0 0
(9) JOEL A LEVINE JD........................................................................
TRUSTEE
 2.00
.......................1.00 		X           0 0 0
(10) KATHERINE W VESTAL PHD........................................................................
BOARD VICE CHAIR
 2.00
.......................1.00 		X           0 0 0
(11) MYLES SHEEHAN SJ MD........................................................................
TRUSTEE
 2.00
.......................0 		X           0 0 0
(12) SR DORIS A GOTTEMOELLER RSM........................................................................
TRUSTEE
 2.00
.......................3.00 		X           0 0 0
(13) SR GERALDINE HOYLER CSC........................................................................
TRUSTEE
 2.00
.......................1.00 		X           0 0 0
(14) SR JEAN ORSUTO HM........................................................................
TRUSTEE
 2.00
.......................0 		X           0 0 0
(15) SR JUNE KETTERER SGM........................................................................
TRUSTEE
 2.00
........................50 		X           0 0 0
(16) SR KATHLEEN ANN GREEN RSM........................................................................
TRUSTEE
 2.00
.......................0 		X           0 0 0
(17) SR MARILYN TROWBRIDGE SFP........................................................................
TRUSTEE
 2.00
.......................0 		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) SR PATRICIA VETRANO RSM........................................................................
TRUSTEE
 2.00
.......................0 		X           0 0 0
(19) DEBORAH BLOOMFIELD........................................................................
SENIOR VICE PRESIDENT, TREASURER & CFO
 50.00
.......................0.00 		    X       0 561,858 93,793
(20) JAMES GRAVELL........................................................................
SENIOR VICE PRESIDENT, TREASURER & CFO
 50.00
.......................0.00 		    X       1,546,300 0 36,643
(21) JUDY SISSON........................................................................
BOARD SECRETARY
 50.00
.......................2.00 		    X       198,259 0 26,769
(22) ANDREA PRICE........................................................................
PRESIDENT & CEO, MHP-NORTHERN MARKET
 2.00
.......................55.00 		      X     0 549,282 38,123
(23) BRENT ASPLIN........................................................................
Chief Clinical Officer
 50.00
.......................0 		      X     288,949 0 2,287
(24) BRIAN SMITH........................................................................
EXECUTIVE VICE PRESIDENT, NETWORKS
 2.00
.......................50.50 		      X     0 991,294 -51,781
(25) EDWIN OLEY........................................................................
PRESIDENT & CEO, CHPO
 2.00
.......................48.00 		      X     0 366,135 57,029
(26) JAMES MAY........................................................................
EXECUTIVE VICE PRESIDENT, COO
 50.00
.......................0 		      X     0 1,794,878 45,028
(27) JANE CROWLEY........................................................................
EXECUTIVE VICE PRESIDENT & CHIEF ADMIN OFFICER
 50.00
.......................0 		      X     1,146,347 0 150,905
(28) JEFFREY COPELAND........................................................................
SENIOR VP, INSURANCE & PHYSICIAN SERVICES
 50.00
.......................1.00 		      X     728,371 0 39,098
(29) JEROME JUDD........................................................................
VICE PRESIDENT, TREASURY
 50.00
.......................1.00 		      X     629,333 0 103,178
(30) JOSEPH GAGE JR........................................................................
SENIOR VICE PRESIDENT, HUMAN RESOURCES
 50.00
.......................0 		      X     521,817 0 33,281
(31) KEVIN COOK........................................................................
PRESIDENT & COO, MSVMC AND METRO HOSPITALS
 2.00
.......................50.00 		      X     0 219,088 56,406
(32) MICHAEL BEZNEY........................................................................
SENIOR VICE PRESIDENT & GENERAL COUNSEL
 50.00
.......................1.40 		      X     759,390 0 118,179
(33) PAUL HILTZ........................................................................
PRESIDENT & MARKET LEADER, CMHP
 2.00
.......................43.50 		      X     0 392,725 92,179
(34) REBECCA SYKES........................................................................
SENIOR VICE PRESIDENT, CIO
 50.00
.......................0 		      X     1,082,900 0 34,841
(35) ROBERT BAXTER........................................................................
PRESIDENT & CEO, ST RITA'S HEALTH PARTNERS
 2.00
.......................41.00 		      X     0 417,449 61,812
(36) ROBERT SHRODER........................................................................
SENIOR VICE PRESIDENT & CEO, HMHP
 2.00
.......................44.00 		      X     0 576,345 15,213
(37) STEVEN GRINNELL........................................................................
PRESIDENT & CEO, MHP-KY
 2.00
.......................42.00 		      X     0 672,402 99,179
(38) YOUSUF JAMAL AHMAD........................................................................
PRESIDENT & CEO, MERCY HEALTH CINCINNATI
 2.00
.......................47.00 		      X     0 797,005 129,261
(39) CLAIRE G COMBS........................................................................
VP & Associate General Counsel
 10.00
.......................40.00 		        X   437,923 7,113 61,973
(40) DAVID NOWISKI........................................................................
VP, FINANCE & Physician Enterprise CFO
 50.00
.......................2.40 		        X   478,327 0 78,108
(41) DONALD KLINE........................................................................
NORTHERN MARKETS CFO
 50.00
.......................0 		        X   518,025 0 55,882
(42) JON ABELES........................................................................
SVP, TALENT MANAGEMENT & DIVERSITY
 50.00
.......................0 		        X   677,723 0 11,838
(43) STEPHEN GROSSBART........................................................................
SVP, CHIEF QUALITY OFFICER
 50.00
.......................0 		        X   530,772 0 35,101
(44) MARK WIENER........................................................................
FORMER KEY EMPLOYEE
 0.00
.......................0.00 		          X 0 338,208 2,784
(45) SAMANTHA PLATZKE........................................................................
FORMER HIGHEST COMPENSATED EMPLOYEE
 0.00
.......................0.00 		          X 620,164 0 15,908
(46) STEVEN L MICKUS........................................................................
FORMER KEY EMPLOYEE
 0.00
.......................0.00 		          X 2,854,836 0 27,664
(47) THOMAS URBAN........................................................................
FORMER KEY EMPLOYEE
 0.00
.......................40.00 		          X 0 537,304 62,747
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 15,102,757 8,363,776 1,539,366
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet235
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
AMERISOURCEBERGEN27550 NETWORK PLACECHICAGOIL60673 MEDICAL PRODUCTS/SERVICES 164,862,938
TURNER CONSTRUCTION COMPANY250 W COURT STREETCINCINNATIOH45202 CONSTRUCTION 70,829,708
OWENS AND MINOR INC1605 WORLDWIDE BLVDERLANGERKY41048 MEDICAL PRODUCTS/SERVICES 67,971,310
MEDTRONIC USA INC12099 COLLECTION CENTER DRIVECHICAGOIL60693 MEDICAL TECHNOLOGY 48,795,892
CATHOLIC HEALTH INITIATIVES3900 OLYMPIC BLVDERLANGERKY41018 MEDICAL PRODUCTS/SERVICES 39,257,424
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet1,586
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		 
g Noncash contributions included in lines
1a-1f:$ 		 
h Total. Add lines 1a-1f.......MediumBullet 0
Program Service RevenueAmt Business Code
2a REGIONAL ASSESSMENTS 541610 37,057,435 37,057,435    
b AFFILIATE INTEREST 900099 64,353,290 64,353,290    
c INCOME FROM JV & PARTNERSHIPS 900003 9,943,604 9,769,240 174,364  
d CHP INSURANCE LTD 900003 -1,662,122 -1,662,122    
e EXEMPT FUNCTION INCOME 621980 284,801,233 284,801,233    
f All other program service revenue . 0 0 0 0
g Total. Add lines 2a–2f........MediumBullet 394,493,440
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 40,042,584     40,042,584
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties...........MediumBullet 0      
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss) 0 0
d Net rental income or (loss).......MediumBullet 0      
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory -12,960,672  
b Less: cost or other basis and sales expenses    
c Gain or (loss) -12,960,672 0
d Net gain or (loss)..........MediumBullet -12,960,118     -12,960,118
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0      
Miscellaneous Revenue Business Code
11a     0      
b     0      
c     0      
d All other revenue .... 0 0 0 0
e Total. Add lines 11a–11d ...... MediumBullet 0
12 Total revenue. See Instructions......MediumBullet 421,575,906 394,319,076 174,364 27,082,466
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 10,003,210 10,003,210
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 0  
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 9,578,480 8,620,632 957,848  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages 90,336,630 76,307,212 14,029,418  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 7,067,566 6,007,431 1,060,135  
9 Other employee benefits ....... 7,246,752 6,159,739 1,087,013  
10 Payroll taxes ........... 6,670,101 5,669,586 1,000,515  
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 2,596,247   2,596,247  
c Accounting ........... 1,797,276   1,797,276  
d Lobbying ........... 0      
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 0      
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 128,645,787 109,348,919 19,296,868 0
12 Advertising and promotion .... 0      
13 Office expenses ....... 5,330,233 4,530,698 799,535  
14 Information technology ...... 0      
15 Royalties .. 0      
16 Occupancy ........... 17,557,167 14,923,592 2,633,575  
17 Travel ............ 0      
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 3,006,939 2,555,898 451,041  
20 Interest ........... 55,703,587 47,348,049 8,355,538  
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 42,358,925 36,005,086 6,353,839  
23 Insurance .............. 18,916,776 16,079,260 2,837,516  
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 TAXES 6,708 5,702 1,006  
b BAD DEBT EXPENSE 3,471 3,471 0  
c
d
e All other expenses 0 0 0 0
25 Total functional expenses. Add lines 1 through 24e 406,825,855 343,568,485 63,257,370 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). 0      
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 ......... 41,479,570 2 144,915,781
3 Pledges and grants receivable, net ...........   3  
4 Accounts receivable, net ............. 39,571,653 4 51,793,068
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
0 5 0
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
0 6 0
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges .......... 16,837,714 9 16,549,078
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 361,656,174
b Less: accumulated depreciation ..... 10b 138,582,991 186,639,013 10c 223,073,183
11 Investments—publicly traded securities ..........   11  
12 Investments—other securities. See Part IV, line 11 ..... 2,892,558,019 12 2,680,329,830
13 Investments—program-related. See Part IV, line 11 ..... 1,374,106,821 13 1,730,178,351
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 20,633,707 15 19,412,599
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 4,571,826,497 16 4,866,251,890
Liabilities 17 Accounts payable and accrued expenses ......... 297,861,443 17 591,945,233
18 Grants payable .................   18  
19 Deferred revenue ................   19  
20 Tax-exempt bond liabilities ............. 1,844,254,096 20 1,793,382,668
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.......... 0 22 0
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.................... 2,269,483,592 25 2,217,284,140
26 Total liabilities. Add lines 17 through 25......... 4,411,599,131 26 4,602,612,041
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 .............. 157,788,390 27 262,322,624
28 Temporarily restricted net assets ........... 2,438,976 28 1,317,225
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 ........... 160,227,366 33 263,639,849
34 Total liabilities and net assets/fund balances ........ 4,571,826,497 34 4,866,251,890
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
421,575,906
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
406,825,855
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
14,750,051
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
160,227,366
5
Net unrealized gains (losses) on investments ...............
5
84,383,787
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
-1,132,631
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
5,411,276
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
263,639,849
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: 13000248
Software Version: 2013v3.1
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
CATHOLIC HEALTH PARTNERS
 
Employer identification number

31-1161086
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) COMMUNITY HEALTH PARTNERS REGIONAL MEDICAL CENTER
  		340714704 3   No Yes   Yes   0
(B) ST RITA'S MEDICAL CENTER
  		341105619 3   No Yes   Yes   0
(C) HUMILITY OF MARY HEALTH PARTNERS
  		340505560 3   No Yes   Yes   0
(D) MERCY HEALTH PARTNERS - LOURDES INC
  		610600313 3   No Yes   Yes   0
(E) MERCY HEALTH PARTNERS - TENNESSEE
  		731627534 3   No Yes   Yes   0
(F) COMMUNITY MERCY HEALTH PARTNERS
  		310785684 3   No Yes   Yes   0
(G) MERCY HEALTH SYSTEM - NORTHERN REGION
  		341344482 3   No Yes   Yes   0
(H) MERCY HEALTH PARTNERS OF SOUTHWEST OHIO
  		311063783 3   No Yes   Yes   0
(I) MERCY HEALTH PARTNERS - NORTHEAST PENNSYLVANIA
  		232813196 3   No Yes   Yes   0
Total 0

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: 13000248
Software Version: 2013v3.1
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
CATHOLIC HEALTH PARTNERS
 
Employer identification number

31-1161086
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? .........................................
Yes
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
Yes
 
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
Yes
 
0
e
Publications, or published or broadcast statements? .......................
 
No
 
f
Grants to other organizations for lobbying purposes? .......................
Yes
 
23,567
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
0
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? ..........................
Yes
 
108,024
j
Total. Add lines 1c through 1i ...............................
131,591
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
Schedule C, Part II-B, Line 1, Description of the activities reported on Lines 1a through 1i LOBBYING ACTIVITIES PERFORMED INCLUDE BOTH THE USE OF VOLUNTEERS ENCOURAGED TO WRITE LETTERS TO PUBLIC OFFICIALS ON ISSUES THAT IMPACT CATHOLIC HEALTH PARTNERS' (CHP'S) ABILITY TO CONTINUE TO PROVIDE HEALTH SERVICES TO THE COMMUNITIES IT SERVES, AND THE USE OF PAID STAFF MEMBERS AND MANAGEMENT PERSONNEL. PAID MANAGEMENT PERSONNEL REGULARLY ISSUE MAILINGS TO LEGISLATORS ATTEMPTING TO INFLUENCE LEGISLATIVE MATTERS AND REFERENDA, AND ORGANIZE AND HOST MEETINGS AMONG HOSPITAL EXECUTIVES AND THEIR LEGISLATORS REGARDING ISSUES THAT IMPACT CHP'S ABILITY TO CONTINUE PROVIDING HEALTHCARE SERVICES TO ITS PATIENTS AND TO CONTINUE IMPROVING THE HEALTH OF THE COMMUNITIES IT SERVES. PAID STAFF MEMBERS HAVE, ON LIMITED OCCASIONS, WRITTEN TO LEGISLATORS ON SUCH ISSUES. THE PRIMARY PURPOSE FOR LOBBYING ACTIVITIES IS TO ENHANCE CHP'S PUBLIC POSITION ON LEGISLATIVE AND REGULATORY ISSUES THAT IMPACT PATIENT CARE THROUGHOUT THE CHP HEALTHCARE SYSTEM. CHP FOCUSES ON PUBLIC POLICY ISSUES THAT EXTEND ITS HEALING MINISTRY TO THOSE WHO ARE POOR AND UNDERSERVED IN THE COMMUNITIES CHP SERVES. TO CARRY OUT THESE EFFORTS, CHP PARTNERS WITH EXPERT CONSULTANTS AND PROFESSIONAL TRADE ASSOCIATIONS TO BUILD AWARENESS AND EXECUTE SPECIFIC STRATEGIES THAT WILL YIELD A FAVORABLE OUTCOME FOR PATIENT CARE IN THE CHP FACILITIES WHERE THEY ARE TREATED. GRANTS PAID TO OTHER ORGANIZATIONS OF $23,567 CONSTITUTE THE PORTION OF DUES DEEMED TO BE FOR LOBBYING PURPOSES. OTHER LOBBYING ACTIVITIES OF $108,024 CONSTITUTE ISSUED-BASED LOBBYING SUPPORT.
Schedule C (Form 990 or 990EZ) 2013

Additional Data


Software ID: 13000248
Software Version: 2013v3.1

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
CATHOLIC HEALTH PARTNERS
 
Employer identification number

31-1161086
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 .................     0
b Buildings ................       0
c Leasehold improvements ............       0
d Equipment ................   344,503,808 138,582,991 205,920,817
e Other .................   17,152,366   17,152,366
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 223,073,183
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 0  
(2)Closely-held equity interests 0  
(3)Other
(A) DONOR RESTRICTED 		1,204,313 F

(B) FUNDS HELD BY TRUSTEE 		1,731,572 F

(C) BOARD DESIGNATED FUNDS 		2,108,295,815 F

(D) LONG TERM INVESTMENTS 		503,356,785 F

(E) ASSETS WHOSE USE IS LIMITED UNDER SECURITIES LENDING PROGRAM 		65,741,345 F




Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 2,680,329,830
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
(1) NOTES RECEIVABLE 1,730,178,351 F








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet 1,730,178,351
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 0
PAYABLE UNDER SECURITIES LENDING PROGRAM 65,741,345
OTHER LIABILITIES 2,120,599,383
SWAP LIABILITY 29,508,007
SELF INSURANCE LIABILITIES 1,435,405





Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 2,217,284,140
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  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part 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  
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  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part 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
Schedule D, Part X, Line 2, FIN 48 (ASC 740) footnote THE COMPANY COMPLETED AN ANALYSIS OF ITS TAX POSITIONS IN ACCORDANCE WITH APPLICABLE ACCOUNTING GUIDANCE AT DECEMBER 31, 2013 AND 2012, AND DETERMINED THAT NO AMOUNTS WERE REQUIRED TO BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS AT DECEMBER 31, 2013 OR 2012.
Schedule D (Form 990) 2013

Additional Data


Software ID: 13000248
Software Version: 2013v3.1




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.Right pointing arrow large image Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
CATHOLIC HEALTH PARTNERS
 
Employer identification number

31-1161086
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers.Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? ...............................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total expenditures
for and investments
in region
CENTRAL AMERICA AND THE CARIBBEAN 0   INVESTMENTS   625,265,951
EUROPE (INCLUDING ICELAND AND GREENLAND) 0   INVESTMENTS   154,010,835
CENTRAL AMERICA AND THE CARIBBEAN 1 1 PROGRAM SERVICES SELF INSURANCE 791,939
EAST ASIA AND THE PACIFIC 0   INVESTMENTS   40,775,717
SOUTH AMERICA 0   INVESTMENTS   3,558,595
NORTH AMERICA (CANADA & MEXICO ONLY) 0   INVESTMENTS   6,981,718
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .....      
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b) 1 1 831,384,755
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter ....MediumBullet
 
3
Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926)......................................
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A).......................................
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621)...............................................
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships. (see Instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see Instructions for Form 5713)................................................
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
Schedule F, Part I, Line 3, Method to account for expenditures on org.'s financial statements CENTRAL AMERICA AND THE CARIBBEAN: ACCRUAL EAST ASIA AND THE PACIFIC: ACCRUAL EUROPE (INCLUDING ICELAND AND GREENLAND): ACCRUAL NORTH AMERICA (CANADA & MEXICO ONLY): ACCRUAL SOUTH AMERICA: ACCRUAL
Schedule F, Part I, Line 3, Method to account for expenditures on org.'s financial statements CENTRAL AMERICA AND THE CARIBBEAN: ACCRUAL EAST ASIA AND THE PACIFIC: ACCRUAL EUROPE (INCLUDING ICELAND AND GREENLAND): ACCRUAL NORTH AMERICA (CANADA & MEXICO ONLY): ACCRUAL SOUTH AMERICA: ACCRUAL
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2013
Additional Data


Software ID: 13000248
Software Version: 2013v3.1



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
CATHOLIC HEALTH PARTNERS
 
Employer identification number
31-1161086
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) CATHOLIC HEALTH PARTNERS FOUNDATION
615 ELSINORE PLACE
CINCINNATI,OH45202 		20-1072726 501(C)(3) 10,000,000       MISSION SUPPORT






















2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
1
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
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
Schedule I, Part I, Line 2, Procedures for monitoring use of grant funds SPECIAL INITIATIVES FUNDED BY CHP ARE REQUIRED TO REPORT BACK TO CHP ON AN ANNUAL BASIS. THERE IS NO FORMAL REQUIREMENT FOR MONITORING THE USE OF THE FUNDS FOR ALL OTHER GRANTS PAID.
Schedule I (Form 990) 2013


Additional Data


Software ID: 13000248
Software Version: 2013v3.1


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
CATHOLIC HEALTH PARTNERS
 
Employer identification number

31-1161086
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
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
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)MICHAEL D CONNELLY JDPRESIDENT & CEO (i)
(ii)		 1,129,662
0 		511,477
0 		442,182
0 		10,200
0 		38,112
0 		2,131,633
0 		0
0
(2)JAMES GRAVELLSENIOR VICE PRESIDENT, TREASURER & CFO (i)
(ii)		 586,883
0 		223,353
0 		736,064
0 		10,000
0 		26,643
0 		1,582,943
0 		0
0
(3)JUDY SISSONBOARD SECRETARY (i)
(ii)		 147,335
0 		26,409
0 		24,515
0 		6,270
0 		20,499
0 		225,028
0 		0
0
(4)DEBORAH BLOOMFIELDSENIOR VICE PRESIDENT, TREASURER & CFO (i)
(ii)		 0
440,469 		0
111,266 		0
10,123 		0
79,508 		0
14,285 		0
655,651 		0
0
(5)STEVEN L MICKUSFORMER KEY EMPLOYEE (i)
(ii)		 565,431
0 		266,153
0 		2,023,252
0 		2,652
0 		25,012
0 		2,882,500
0 		0
0
(6)MARK WIENERFORMER KEY EMPLOYEE (i)
(ii)		 0
25,763 		0
0 		0
312,445 		0
-141 		0
2,925 		0
340,992 		0
0
(7)THOMAS URBANFORMER KEY EMPLOYEE (i)
(ii)		 0
408,591 		0
112,776 		0
15,937 		0
47,753 		0
14,994 		0
600,051 		0
0
(8)ROBERT SHRODERSENIOR VICE PRESIDENT & CEO, HMHP (i)
(ii)		 0
423,378 		0
50,176 		0
102,791 		0
6,196 		0
9,017 		0
591,558 		0
0
(9)ANDREA PRICEPRESIDENT & CEO, MHP-NORTHERN MARKET (i)
(ii)		 0
539,043 		0
0 		0
10,239 		0
8,171 		0
29,952 		0
587,405 		0
0
(10)KEVIN COOKPRESIDENT & COO, MSVMC AND METRO HOSPITALS (i)
(ii)		 0
213,612 		0
0 		0
5,476 		0
43,858 		0
12,548 		0
275,494 		0
0
(11)MICHAEL BEZNEYSENIOR VICE PRESIDENT & GENERAL COUNSEL (i)
(ii)		 473,253
0 		157,637
0 		128,500
0 		86,322
0 		31,857
0 		877,569
0 		0
0
(12)JEFFREY COPELANDSENIOR VP, INSURANCE & PHYSICIAN SERVICES (i)
(ii)		 431,718
0 		168,006
0 		128,647
0 		10,200
0 		28,898
0 		767,469
0 		0
0
(13)JANE CROWLEYEXECUTIVE VICE PRESIDENT & CHIEF ADMIN OFFICER (i)
(ii)		 723,236
0 		258,116
0 		164,995
0 		121,175
0 		29,730
0 		1,297,252
0 		0
0
(14)REBECCA SYKESSENIOR VICE PRESIDENT, CIO (i)
(ii)		 459,669
0 		153,481
0 		469,750
0 		10,200
0 		24,641
0 		1,117,741
0 		0
0
(15)JEROME JUDDVICE PRESIDENT, TREASURY (i)
(ii)		 310,013
0 		70,936
0 		248,384
0 		77,553
0 		25,625
0 		732,511
0 		0
0
(16)JOSEPH GAGE JRSENIOR VICE PRESIDENT, HUMAN RESOURCES (i)
(ii)		 355,974
0 		127,446
0 		38,397
0 		5,100
0 		28,181
0 		555,098
0 		0
0
(17)STEVEN GRINNELLPRESIDENT & CEO, MHP-KY (i)
(ii)		 0
357,647 		0
220,385 		0
94,370 		0
78,606 		0
20,573 		0
771,581 		0
0
(18)PAUL HILTZPRESIDENT & MARKET LEADER, CMHP (i)
(ii)		 0
313,761 		0
68,733 		0
10,231 		0
72,464 		0
19,715 		0
484,904 		0
0
(19)YOUSUF JAMAL AHMADPRESIDENT & CEO, MERCY HEALTH CINCINNATI (i)
(ii)		 0
512,272 		0
255,097 		0
29,636 		0
105,601 		0
23,660 		0
926,266 		0
0
(20)BRIAN SMITHEXECUTIVE VICE PRESIDENT, NETWORKS (i)
(ii)		 0
612,239 		0
225,000 		0
154,055 		0
-64,084 		0
12,303 		0
939,513 		0
0
(21)ROBERT BAXTERPRESIDENT & CEO, ST RITA'S HEALTH PARTNERS (i)
(ii)		 0
374,258 		0
0 		0
43,191 		0
32,793 		0
29,019 		0
479,261 		0
0
(22)EDWIN OLEYPRESIDENT & CEO, CHPO (i)
(ii)		 0
351,514 		0
0 		0
14,621 		0
40,376 		0
16,653 		0
423,164 		0
0
(23)BRENT ASPLINCHIEF CLINICAL OFFICER (i)
(ii)		 59,332
0 		211,942
0 		17,675
0 		0
0 		2,287
0 		291,236
0 		0
0
(24)JAMES MAYEXECUTIVE VICE PRESIDENT, COO (i)
(ii)		 0
734,698 		0
262,703 		0
797,477 		0
10,200 		0
34,828 		0
1,839,906 		0
0
(25)SAMANTHA PLATZKEFORMER HIGHEST COMPENSATED EMPLOYEE (i)
(ii)		 36,336
0 		116,469
0 		467,359
0 		-6,961
0 		22,869
0 		636,072
0 		0
0
(26)DAVID NOWISKIVP, FINANCE & PHYSICIAN ENTERPRISE CFO (i)
(ii)		 331,035
0 		113,870
0 		33,422
0 		46,187
0 		31,921
0 		556,435
0 		0
0
(27)STEPHEN GROSSBARTSVP, CHIEF QUALITY OFFICER (i)
(ii)		 331,391
0 		102,611
0 		96,770
0 		3,325
0 		31,776
0 		565,873
0 		0
0
(28)JON ABELESSVP, TALENT MANAGEMENT & DIVERSITY (i)
(ii)		 174,144
0 		62,548
0 		441,031
0 		7,244
0 		4,594
0 		689,561
0 		0
0
(29)DONALD KLINENORTHERN MARKETS CFO (i)
(ii)		 426,462
0 		85,356
0 		6,207
0 		26,949
0 		28,933
0 		573,907
0 		0
0
(30)CLAIRE G COMBSVP & ASSOCIATE GENERAL COUNSEL (i)
(ii)		 324,950
6,274 		95,804
0 		17,169
839 		26,849
10,192 		24,168
764 		488,940
18,069 		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
Schedule J, Part I, Line 1a, Housing allowance or residence for personal use A HOUSING ALLOWANCE WAS PROVIDED TO THE FOLLOWING LISTED INDIVIDUAL AS A RESULT OF EMPLOYMENT BY CATHOLIC HEALTH PARTNERS: BRENT ASPLIN $17,296. THE ENTIRE AMOUNT WAS TREATED AS TAXABLE COMPENSATION.
Schedule J, Part I, Line 1a, Health or social club dues or initiation fees BECAUSE THE ORGANIZATION'S MISSION INCLUDES PROMOTING GOOD HEALTH FOR ALL, INCLUDING ITS OWN EMPLOYEES, THE ORGANIZATION PAYS PART OF THE MONTHLY DUES FOR MERCY HEALTHPLEX FACILITIES (RELATED ORGANIZATIONS WHICH ARE HEALTH CLUBS). THE BENEFIT IS AVAILABLE TO ALL EMPLOYEES, NOT JUST EXECUTIVES. THE BENEFIT WAS PROVIDED TO THE FOLLOWING LISTED INDIVIDUALS: MICHAEL BEZNEY, MICHAEL CONNELLY, JANE CROWLEY, JEROME JUDD, JON ABELES, AND DAVID NOWISKI. THE ENTIRE BENEFIT WAS TREATED AS TAXABLE COMPENSATION.
Schedule J, Part I, Line 4a, Severance or change-of-control payment SEVERANCE BENEFITS CONSISTING OF CONTINUATION OF BASE SALARY AND INSURANCE BENEFITS WERE PROVIDED TO LISTED INDIVIDUALS FOR SPECIFIED PERIODS. THE LISTED INDIVIDUALS EXECUTED RELEASES AND WAIVERS OF CLAIMS IN EXCHANGE FOR THE SEVERANCE BENEFITS. SALARY CONTINUATION AMOUNTS PROVIDED DURING THE REPORTING YEAR TO LISTED INDIVIDUALS WERE AS FOLLOWS: STEVEN MICKUS $414,330, SAMANTHA PLATZKE $464,048, MARK WIENER $308,714, AND JON ABELES $125,730.
Schedule J, Part I, Line 4b, Supplemental nonqualified retirement plan THE CHP SERP PLAN IS A DEFERRED COMPENSATION PLAN WHICH PROVIDES SUPPLEMENTAL RETIREMENT BENEFITS TO PERSONS SELECTED BY THE BOARD OF TRUSTEES OR ITS DELEGATE. IT PROVIDES ANNUAL CREDITS OF A SPECIFIED PERCENTAGE OF COMPENSATION AND ANNUAL INTEREST CREDITS. PARTICIPANTS VEST 50%, 75%, AND 100% IN THEIR ACCOUNTS AFTER 5, 6, AND 7 YEARS OF SERVICE, RESPECTIVELY. VESTING OCCURS EARLIER FOR DEATH OR TOTAL DISABILITY OR REACHING AGE 60 WHILE EMPLOYED, OR INVOLUNTARY TERMINATION OF EMPLOYMENT WITHIN 24 MONTHS AFTER A CHANGE IN CONTROL OF THE ORGANIZATION OR DUE TO POSITION ELIMINATION. PAYMENTS DURING EMPLOYMENT ARE MADE FOR REQUIRED TAX WITHHOLDING. PAYMENT OF THE VESTED ACCOUNT BALANCE IN A LUMP SUM OCCURS AFTER TERMINATION OF EMPLOYMENT. AMOUNTS INCLUDABLE AS TAXABLE COMPENSATION FOR LISTED INDIVIDUALS DUE TO SERP PARTICIPATION IN THE REPORTING YEAR WERE AS FOLLOWS: MICHAEL CONNELLY $321,247; MICHAEL BEZNEY $99,436; JEFFREY COPELAND $93,946; JANE CROWLEY $151,706; JAMES GRAVELL $125,555; REBECCA SYKES $95,518; STEVEN GRINNELL $55,414; JAMES MAY $154,309; ROBERT SHRODER $73,774; BRIAN SMITH $129,575; STEVEN MICKUS $915,695; SAMANTHA PLATZKE $1,732; JON ABELES $308,718; STEVEN GROSSBART $69,220; THOMAS URBAN $0; JOSEPH GAGE, JR. $0; ANDREA PRICE $0.
SCHEDULE J, PART I, LINE 4B, TERMS AND CONDITIONS OF THE MHPSWO EXECUTIVE BENEFIT PLAN THE MERCY HEALTH PARTNERS OF SOUTHWEST OHIO EXECUTIVE BENEFIT PLAN IS A DEFERRED COMPENSATION PLAN WHICH PROVIDES EMPLOYMENT CONTINUATION INCENTIVES TO ALL EXECUTIVE COUNCIL MEMBERS. IT PROVIDES ANNUAL CREDITS OF A SPECIFIED PERCENTAGE OF COMPENSATION. A BENEFIT IS CALCULATED FOR ANY INDIVIDUAL WHOSE COMPENSATION IS LIMITED IN THE QUALIFIED CASH BALANCE PLAN DUE TO INCOME WHICH EXCEEDS THE IRS MAXIMUM. THE BENEFIT IS BASED UPON FORM W-2 COMPENSATION AND IS EQUAL TO THE AMOUNT EXCLUDED FROM THE QUALIFIED PLAN. PARTICIPANTS MUST COMPLETE A TWO TIERED VESTING PROVISION. PARTICIPANTS MUST BE VESTED UNDER THE BASE QUALIFIED PLAN AND MUST COUNT 24 MONTHS AFTER TERMINATION DURING WHICH THEY DO NOT COMPETE WITH MERCY HEALTH PARTNERS OF SOUTHWEST OHIO. AMOUNTS INCLUDABLE AS TAXABLE COMPENSATION FOR LISTED INDIVIDUALS DUE TO EXECUTIVE BENEFIT PLAN PARTICIPATION IN THE REPORTING YEAR WERE AS FOLLOWS: DEBORAH BLOOMFIELD $0; YOUSUF AHMAD $0; PAUL HILTZ $0; THOMAS URBAN $0.
SCHEDULE J, PART I, LINE 4B, TERMS AND CONDITIONS OF THE CHPRHS SERP THE CHP REGIONAL HEALTH SYSTEM NONQUALIFIED SUPPLEMENTAL EMPLOYEE RETIREMENT PLAN IS AN EXECUTIVE RETENTION PLAN FOR CERTAIN HIGHLY COMPENSATED INDIVIDUALS, AS DETERMINED BY THE BOARD OF TRUSTEES' EXECUTIVE EVALUATION AND COMPENSATION COMMITTEE. THE PLAN PURPOSE IS TO PROVIDE A BENEFIT TO REPLACE THE BENEFIT THESE PARTICIPANTS WOULD HAVE RECEIVED UNDER THE APPLICABLE QUALIFIED PLAN PRIOR TO ITS AMENDMENT TO COMPLY WITH THE OMNIBUS BUDGET RECONCILIATION ACT OF 1993. IT PROVIDES A DEFERRED COMPENSATION BENEFIT OF 3% TO 5% OF ANNUAL BASE SALARY. PARTICIPANTS VEST AND RECEIVE PLAN BENEFITS ONCE TWO CONDITIONS ARE SATISFIED: (1) MEET THE VESTING REQUIREMENTS OF THE APPLICABLE QUALIFIED PLAN, AND (2) COMPLETE A 24-MONTH POST-EMPLOYMENT NON-COMPETE REQUIREMENT. AMOUNTS INCLUDABLE AS TAXABLE COMPENSATION FOR LISTED PARTICIPATING INDIVIDUALS IN THE REPORTING YEAR ARE AS FOLLOWS: EDWIN M. OLEY $0.
SCHEDULE J, PART I, LINE 4B, TERMS AND CONDITIONS OF CHP EXECUTIVE RETENTION PLAN 457(F) THE CHP EXECUTIVE RETENTION PLAN IS A DEFERRED COMPENSATION PLAN WHICH PROVIDES EMPLOYMENT CONTINUATION INCENTIVES TO PERSONS SELECTED BY THE BOARD OF TRUSTEES OR ITS DELEGATE. IT PROVIDES ANNUAL CREDITS OF A SPECIFIED PERCENTAGE OF COMPENSATION AND ANNUAL INTEREST CREDITS. PARTICIPANTS VEST AND CEASE TO RECEIVE CREDITS AFTER 5 YEARS OF PLAN PARTICIPATION PROVIDED THEY REMAIN EMPLOYED. VESTING AND CESSATION OF CREDITS OCCUR EARLIER FOR DEATH OR TOTAL DISABILITY WHILE EMPLOYED, INVOLUNTARY TERMINATION OF EMPLOYMENT WITHIN 24 MONTHS AFTER A CHANGE IN CONTROL OF THE ORGANIZATION, OR, FOR CERTAIN PARTICIPANTS, UPON BEING OFFERED A SPECIFIED PROMOTION. PAYMENT OF THE VESTED ACCOUNT BALANCE IN A LUMP SUM OCCURS UPON VESTING. AMOUNTS INCLUDABLE AS TAXABLE COMPENSATION FOR LISTED INDIVIDUALS DUE TO RETENTION PLAN PARTICIPATION IN THE REPORTING YEAR WERE AS FOLLOWS: MICHAEL BEZNEY $0; JANE CROWLEY $0; JAMES GRAVELL $573,955; REBECCA SYKES $346,133; JEROME JUDD $221,693; JAMES MAY $593,585; STEVEN MICKUS $683,149; DAVID NOWISKI $0; STEVEN GRINNELL $0; DONALD KLINE $0.
SCHEDULE J, PART I, LINE 4B, TERMS AND CONDITIONS OF THE SRMC SERP THE ST. RITA'S MEDICAL CENTER 457(F) PLAN PROVIDES A FLEXIBLE BENEFIT ALLOWANCE TO PERSONS SELECTED BY THE BOARD OF TRUSTEES OR ITS DELEGATE. THIS ALLOWANCE, WHICH IS BASED ON A SPECIFIED PERCENTAGE OF COMPENSATION, MAY BE ALLOCATED AMONG VARIOUS INSURANCE AND DEFERRED COMPENSATION BENEFIT OPTIONS. AMOUNTS INCLUDIBLE IN TAXABLE COMPENSATION FOR LISTED PARTICIPATING INDIVIDUALS IN THE REPORTING YEAR WERE AS FOLLOWS: ROBERT BAXTER $24,000.
SCHEDULE J, PART I, LINE 4B, TERMS AND CONDITIONS OF THE NORTHERN MARKET SERP THE MERCY HEALTH PARTNERS (MHP) - NORTHERN MARKET NONQUALIFIED SUPPLEMENTAL EMPLOYEE RETIREMENT PLAN IS FOR CERTAIN HIGHLY COMPENSATED INDIVIDUALS AS DETERMINED BY THE BOARD OF TRUSTEES' EXECUTIVE EVALUATION AND COMPENSATION COMMITTEE TO PROVIDE A BENEFIT TO REPLACE THE BENEFIT THESE PARTICIPANTS WOULD HAVE RECEIVED UNDER THE FORMULA OF THE APPLICABLE QUALIFIED PLAN PRIOR TO ITS AMENDMENT TO COMPLY WITH THE OMNIBUS BUDGET RECONCILIATION ACT OF 1993, AND PROVIDING A DEFERRED COMPENSATION PLAN OF 5% OF ANNUAL BASE SALARY TO RETAIN EXECUTIVES. PARTICIPANTS VEST IN THIS PLAN AND RECEIVE A BENEFIT UNDER THIS PLAN ONCE THEY HAVE SATISFIED BOTH OF THESE TWO CONDITIONS: (1) MEET THE VESTING REQUIREMENTS OF THE APPLICABLE QUALIFIED PLAN, AND (2) COMPLETE A 24-MONTH POST-EMPLOYMENT NON-COMPETE REQUIREMENT. AMOUNTS INCLUDIBLE AS TAXABLE COMPENSATION FOR LISTED INDIVIDUALS DUE TO SERP PARTICIPATION IN THE REPORTING YEAR WERE AS FOLLOWS: KEVIN COOK $0.
SCHEDULE J, PART I, LINE 4B, TERMS AND CONDITIONS OF THE HMHP SERP THE HUMILITY OF MARY HEALTH PARTNERS (HMHP) SERP PLAN IS A DEFERRED COMPENSATION PLAN WHICH PROVIDES SUPPLEMENTAL RETIREMENT BENEFITS TO PERSONS SELECTED BY THE HMHP BOARD OF TRUSTEES OR ITS DELEGATE. THE PLAN PROVIDES ANNUAL CREDITS OF A SPECIFIED PERCENTAGE OF COMPENSATION AND ANNUAL INTEREST CREDITS. PARTICIPANTS VEST 100% IN THEIR ACCOUNTS AFTER THREE YEARS OF SERVICE, EXCEPT FOR PARTICIPANTS WHO HAD ATTAINED AT LEAST TEN YEARS OF SERVICE AT PLAN INCEPTION, WHO HAD IMMEDIATE VESTING. VESTING OCCURS EARLIER UPON DEATH OR TOTAL DISABILITY. PAYMENTS ARE MADE DURING EMPLOYMENT FOR REQUIRED TAX WITHHOLDING. THE VESTED ACCOUNT BALANCE IS PAID AS A LUMP SUM AFTER TERMINATION OF EMPLOYMENT. AMOUNTS INCLUDIBLE AS TAXABLE COMPENSATION FOR LISTED INDIVIDUALS DUE TO SERP PARTICIPATION IN THE REPORTING YEAR ARE AS FOLLOWS: DONALD KLINE $0.
Schedule J (Form 990) 2013

Additional Data


Software ID: 13000248
Software Version: 2013v3.1
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
CATHOLIC HEALTH PARTNERS
 
Employer identification number
31-1161086
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 COUNTY OF LORAIN OHIO (SERIES 2003)
  		34-6001704 543583HE1 10-09-2003 327,700,000 REFINANCE PRIOR TAX-EXEMPT BOND DEBT AND PAY THE COSTS OF ISSUING SERIES 2003 BONDS   X   X   X
B COUNTY OF LORAIN OHIO (SERIES 2006)
  		34-6001704 543583HR2 05-04-2006 450,000,000 ACQUIRE, CONSTRUCT, RENOVATE AND EQUIP HOSPITAL FACILITIES AND PAY SERIES 2006 BONDS ISSUE COSTS X     X   X
C HEALTH EDUC & HOUSING FACILITY BD KNOX CNTY TN
  		62-1220275 499523VL9 05-13-2008 375,000,000 ACQUIRE, CONSTRUCT, RENOVATE AND EQUIP HOSPITAL FACILITIES AND PAY SERIES 2008 BONDS ISSUE COSTS   X   X   X
D COUNTY OF ALLEN OHIO (SERIES 2010A AND 2010B)
  		34-6400019 01757LCT1 04-15-2010 502,270,474 REFINANCE TAX-EXEMPT BOND DEBT, PAY SERIES 2010A AND 2010B ISSUE COST, FINANCE HOSPITAL FACILITIES   X   X   X
COUNTY OF ALLEN OHIO (SERIES 2010C AND 2010D)
  		34-6400019 01757LDW3 04-28-2010 195,000,000 FINANCE COST OF HOSPITAL FACILITES AND PAY COST OF ISSUANCE OF SERIES 2010C AND 2010D   X   X   X
COUNTY OF ALLEN OHIO (SERIES 2011)
  		34-6400019   09-30-2011 87,426,265 REFUND PORTION OF SERIES 2001A BONDS AND PAY SERIES 2011 ISSUANCE COSTS.   X   X   X
COUNTY OF ALLEN OHIO (SERIES 2012AB)
  		34-6400019 01757LER3 05-10-2012 390,675,321 ACQUIRE, CONSTRUCT, RENOVATE HOSPITAL, REFUND SERIES 2001A BOND, PAY SERIES 2012A/B COSTS.   X   X   X
COUNTY OF LORAIN OHIO (SERIES 2013A)
  		31-1161086 543583HD3 10-01-2013 7,943,000 DEEMED REISSUANCE AS A RESULT OF SALE OF 4 LONG-TERM CARE FACILITIES.   X   X   X
COUNTY OF LORAIN OHIO (SERIES 2013B)
  		31-1161086 01757LER3 12-31-2013 14,001,000 DEEMED REISSUANCE AS A RESULT OF SALE OF LAUREL LAKE RETIREMENT COMMUNITY   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 145,500,000 290,448,021 75,340,140 55,224,997
2 Amount of bonds legally defeased . . . . . . . . . . . 0 0 0 0
3 Total proceeds of issue . . . . . . . . . . . . . . 327,700,000 450,000,000 375,000,000 502,270,474
4 Gross proceeds in reserve funds . . . . . . . . . . . . 0 0 0 0
5 Capitalized interest from proceeds . . . . . . . . . . . 0 0 0 0
6 Proceeds in refunding escrows . . . . . . . . . . . . 0 0 0 0
7 Issuance costs from proceeds . . . . . . . . . . . . 2,788,900 3,484,159 1,651,981 5,112,739
8 Credit enhancement from proceeds . . . . . . . . . . . 7,553,724 7,901,897 621,407 0
9 Working capital expenditures from proceeds . . . . . . . . . 0 0 0 0
10 Capital expenditures from proceeds . . . . . . . . . . . 0 438,613,944 96,722,660 149,378,773
11 Other spent proceeds . . . . . . . . . . . . . . 317,357,376 0 276,003,952 347,778,962
12 Other unspent proceeds . . . . . . . . . . . . . . 0 0 0 0
13 Year of substantial completion . . . . . . . . . . . . 1997 2007 2010 2012
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . . X     X X   X  
15 Were the bonds issued as part of an advance refunding issue? . . . . .   X   X   X   X
16 Has the final allocation of proceeds been made? . . . . . . . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . .   X X   X     X
For 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     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   X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0 % 0.190 % 0.160 % 0.130 %
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 % 0 %
6 Total of lines 4 and 5 . . . . . . . . . . . . . 0 % 0.190 % 0.160 % 0.130 %
7 Does the bond issue meet the private security or payment test? . . . . . X   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     X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. 0.700 %   11.270 %  
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . . X       X      
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   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 . . . . . . . . .  
  		 
  		 
  		 
 
c Term of hedge . . . . . . . . . . 0.0 0.0 0.0 0.0
d Was the hedge superintegrated? . . . .   X   X        
e Was the hedge terminated? . . . . . .   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 . . . . . . . . . . 0.0 0.0 0.0 0.0
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
Sch K, Part IV, Line 2c, ISSUER NAME: County of Allen, Ohio (Series 2010C and 2010D): No Rebate Due. THE CALCULATION FOR COMPUTING NO REBATE DUE WAS PERFORMED ON 1/23/2014.
Sch K, Part IV, Line 2c, ISSUER NAME: HEALTH EDUC & HOUSING FACILITY BD KNOX CNTY TN: No Rebate Due. THE CALCULATION FOR COMPUTING NO REBATE DUE WAS PERFORMED ON 07/17/2013.
Sch K, Part IV, Line 2c, ISSUER NAME: COUNTY OF LORAIN, OHIO (Series 2006): No Rebate Due. THE CALCULATION FOR COMPUTING NO REBATE DUE WAS PERFORMED ON 07/07/2011.
Sch K, Part IV, Line 2c, ISSUER NAME: County of Allen, Ohio (Series 2010A and 2010B): No Rebate Due. THE CALCULATION FOR COMPUTING NO REBATE DUE WAS PERFORMED ON 1/17/2014.
Sch K, Part IV, Line 2c, ISSUER NAME: County of Allen, Ohio (Series 2011): No Rebate Due. THE CALCULATION FOR COMPUTING NO REBATE DUE WAS PERFORMED ON 1/23/2014.
Sch K, Part IV, Line 2c, ISSUER NAME: COUNTY OF LORAIN, OHIO (Series 2003): No Rebate Due. THE CALCULATION FOR COMPUTING NO REBATE DUE WAS PERFORMED ON 01/21/2009.
Schedule K (Form 990) 2013

Additional Data


Software ID: 13000248
Software Version: 2013v3.1

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
CATHOLIC HEALTH PARTNERS
 
Employer identification number
31-1161086
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 COUNTY OF LORAIN OHIO (SERIES 2003)
  		34-6001704 543583HE1 10-09-2003 327,700,000 REFINANCE PRIOR TAX-EXEMPT BOND DEBT AND PAY THE COSTS OF ISSUING SERIES 2003 BONDS   X   X   X
B COUNTY OF LORAIN OHIO (SERIES 2006)
  		34-6001704 543583HR2 05-04-2006 450,000,000 ACQUIRE, CONSTRUCT, RENOVATE AND EQUIP HOSPITAL FACILITIES AND PAY SERIES 2006 BONDS ISSUE COSTS X     X   X
C HEALTH EDUC & HOUSING FACILITY BD KNOX CNTY TN
  		62-1220275 499523VL9 05-13-2008 375,000,000 ACQUIRE, CONSTRUCT, RENOVATE AND EQUIP HOSPITAL FACILITIES AND PAY SERIES 2008 BONDS ISSUE COSTS   X   X   X
D COUNTY OF ALLEN OHIO (SERIES 2010A AND 2010B)
  		34-6400019 01757LCT1 04-15-2010 502,270,474 REFINANCE TAX-EXEMPT BOND DEBT, PAY SERIES 2010A AND 2010B ISSUE COST, FINANCE HOSPITAL FACILITIES   X   X   X
COUNTY OF ALLEN OHIO (SERIES 2010C AND 2010D)
  		34-6400019 01757LDW3 04-28-2010 195,000,000 FINANCE COST OF HOSPITAL FACILITES AND PAY COST OF ISSUANCE OF SERIES 2010C AND 2010D   X   X   X
COUNTY OF ALLEN OHIO (SERIES 2011)
  		34-6400019   09-30-2011 87,426,265 REFUND PORTION OF SERIES 2001A BONDS AND PAY SERIES 2011 ISSUANCE COSTS.   X   X   X
COUNTY OF ALLEN OHIO (SERIES 2012AB)
  		34-6400019 01757LER3 05-10-2012 390,675,321 ACQUIRE, CONSTRUCT, RENOVATE HOSPITAL, REFUND SERIES 2001A BOND, PAY SERIES 2012A/B COSTS.   X   X   X
COUNTY OF LORAIN OHIO (SERIES 2013A)
  		31-1161086 543583HD3 10-01-2013 7,943,000 DEEMED REISSUANCE AS A RESULT OF SALE OF 4 LONG-TERM CARE FACILITIES.   X   X   X
COUNTY OF LORAIN OHIO (SERIES 2013B)
  		31-1161086 01757LER3 12-31-2013 14,001,000 DEEMED REISSUANCE AS A RESULT OF SALE OF LAUREL LAKE RETIREMENT COMMUNITY   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 145,500,000 290,448,021 75,340,140 55,224,997
2 Amount of bonds legally defeased . . . . . . . . . . . 0 0 0 0
3 Total proceeds of issue . . . . . . . . . . . . . . 327,700,000 450,000,000 375,000,000 502,270,474
4 Gross proceeds in reserve funds . . . . . . . . . . . . 0 0 0 0
5 Capitalized interest from proceeds . . . . . . . . . . . 0 0 0 0
6 Proceeds in refunding escrows . . . . . . . . . . . . 0 0 0 0
7 Issuance costs from proceeds . . . . . . . . . . . . 2,788,900 3,484,159 1,651,981 5,112,739
8 Credit enhancement from proceeds . . . . . . . . . . . 7,553,724 7,901,897 621,407 0
9 Working capital expenditures from proceeds . . . . . . . . . 0 0 0 0
10 Capital expenditures from proceeds . . . . . . . . . . . 0 438,613,944 96,722,660 149,378,773
11 Other spent proceeds . . . . . . . . . . . . . . 317,357,376 0 276,003,952 347,778,962
12 Other unspent proceeds . . . . . . . . . . . . . . 0 0 0 0
13 Year of substantial completion . . . . . . . . . . . . 1997 2007 2010 2012
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . . X     X X   X  
15 Were the bonds issued as part of an advance refunding issue? . . . . .   X   X   X   X
16 Has the final allocation of proceeds been made? . . . . . . . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . .   X X   X     X
For 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     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   X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0 % 0.190 % 0.160 % 0.130 %
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 % 0 %
6 Total of lines 4 and 5 . . . . . . . . . . . . . 0 % 0.190 % 0.160 % 0.130 %
7 Does the bond issue meet the private security or payment test? . . . . . X   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     X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. 0.700 %   11.270 %  
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . . X       X      
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   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 . . . . . . . . .  
  		 
  		 
  		 
 
c Term of hedge . . . . . . . . . . 0.0 0.0 0.0 0.0
d Was the hedge superintegrated? . . . .   X   X        
e Was the hedge terminated? . . . . . .   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 . . . . . . . . . . 0.0 0.0 0.0 0.0
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
Sch K, Part IV, Line 2c, ISSUER NAME: County of Allen, Ohio (Series 2010C and 2010D): No Rebate Due. THE CALCULATION FOR COMPUTING NO REBATE DUE WAS PERFORMED ON 1/23/2014.
Sch K, Part IV, Line 2c, ISSUER NAME: HEALTH EDUC & HOUSING FACILITY BD KNOX CNTY TN: No Rebate Due. THE CALCULATION FOR COMPUTING NO REBATE DUE WAS PERFORMED ON 07/17/2013.
Sch K, Part IV, Line 2c, ISSUER NAME: COUNTY OF LORAIN, OHIO (Series 2006): No Rebate Due. THE CALCULATION FOR COMPUTING NO REBATE DUE WAS PERFORMED ON 07/07/2011.
Sch K, Part IV, Line 2c, ISSUER NAME: County of Allen, Ohio (Series 2010A and 2010B): No Rebate Due. THE CALCULATION FOR COMPUTING NO REBATE DUE WAS PERFORMED ON 1/17/2014.
Sch K, Part IV, Line 2c, ISSUER NAME: County of Allen, Ohio (Series 2011): No Rebate Due. THE CALCULATION FOR COMPUTING NO REBATE DUE WAS PERFORMED ON 1/23/2014.
Sch K, Part IV, Line 2c, ISSUER NAME: COUNTY OF LORAIN, OHIO (Series 2003): No Rebate Due. THE CALCULATION FOR COMPUTING NO REBATE DUE WAS PERFORMED ON 01/21/2009.
Schedule K (Form 990) 2013

Additional Data


Software ID: 13000248
Software Version: 2013v3.1

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
CATHOLIC HEALTH PARTNERS
 
Employer identification number
31-1161086
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 COUNTY OF LORAIN OHIO (SERIES 2003)
  		34-6001704 543583HE1 10-09-2003 327,700,000 REFINANCE PRIOR TAX-EXEMPT BOND DEBT AND PAY THE COSTS OF ISSUING SERIES 2003 BONDS   X   X   X
B COUNTY OF LORAIN OHIO (SERIES 2006)
  		34-6001704 543583HR2 05-04-2006 450,000,000 ACQUIRE, CONSTRUCT, RENOVATE AND EQUIP HOSPITAL FACILITIES AND PAY SERIES 2006 BONDS ISSUE COSTS X     X   X
C HEALTH EDUC & HOUSING FACILITY BD KNOX CNTY TN
  		62-1220275 499523VL9 05-13-2008 375,000,000 ACQUIRE, CONSTRUCT, RENOVATE AND EQUIP HOSPITAL FACILITIES AND PAY SERIES 2008 BONDS ISSUE COSTS   X   X   X
D COUNTY OF ALLEN OHIO (SERIES 2010A AND 2010B)
  		34-6400019 01757LCT1 04-15-2010 502,270,474 REFINANCE TAX-EXEMPT BOND DEBT, PAY SERIES 2010A AND 2010B ISSUE COST, FINANCE HOSPITAL FACILITIES   X   X   X
COUNTY OF ALLEN OHIO (SERIES 2010C AND 2010D)
  		34-6400019 01757LDW3 04-28-2010 195,000,000 FINANCE COST OF HOSPITAL FACILITES AND PAY COST OF ISSUANCE OF SERIES 2010C AND 2010D   X   X   X
COUNTY OF ALLEN OHIO (SERIES 2011)
  		34-6400019   09-30-2011 87,426,265 REFUND PORTION OF SERIES 2001A BONDS AND PAY SERIES 2011 ISSUANCE COSTS.   X   X   X
COUNTY OF ALLEN OHIO (SERIES 2012AB)
  		34-6400019 01757LER3 05-10-2012 390,675,321 ACQUIRE, CONSTRUCT, RENOVATE HOSPITAL, REFUND SERIES 2001A BOND, PAY SERIES 2012A/B COSTS.   X   X   X
COUNTY OF LORAIN OHIO (SERIES 2013A)
  		31-1161086 543583HD3 10-01-2013 7,943,000 DEEMED REISSUANCE AS A RESULT OF SALE OF 4 LONG-TERM CARE FACILITIES.   X   X   X
COUNTY OF LORAIN OHIO (SERIES 2013B)
  		31-1161086 01757LER3 12-31-2013 14,001,000 DEEMED REISSUANCE AS A RESULT OF SALE OF LAUREL LAKE RETIREMENT COMMUNITY   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 145,500,000 290,448,021 75,340,140 55,224,997
2 Amount of bonds legally defeased . . . . . . . . . . . 0 0 0 0
3 Total proceeds of issue . . . . . . . . . . . . . . 327,700,000 450,000,000 375,000,000 502,270,474
4 Gross proceeds in reserve funds . . . . . . . . . . . . 0 0 0 0
5 Capitalized interest from proceeds . . . . . . . . . . . 0 0 0 0
6 Proceeds in refunding escrows . . . . . . . . . . . . 0 0 0 0
7 Issuance costs from proceeds . . . . . . . . . . . . 2,788,900 3,484,159 1,651,981 5,112,739
8 Credit enhancement from proceeds . . . . . . . . . . . 7,553,724 7,901,897 621,407 0
9 Working capital expenditures from proceeds . . . . . . . . . 0 0 0 0
10 Capital expenditures from proceeds . . . . . . . . . . . 0 438,613,944 96,722,660 149,378,773
11 Other spent proceeds . . . . . . . . . . . . . . 317,357,376 0 276,003,952 347,778,962
12 Other unspent proceeds . . . . . . . . . . . . . . 0 0 0 0
13 Year of substantial completion . . . . . . . . . . . . 1997 2007 2010 2012
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . . X     X X   X  
15 Were the bonds issued as part of an advance refunding issue? . . . . .   X   X   X   X
16 Has the final allocation of proceeds been made? . . . . . . . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . .   X X   X     X
For 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     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   X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0 % 0.190 % 0.160 % 0.130 %
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 % 0 %
6 Total of lines 4 and 5 . . . . . . . . . . . . . 0 % 0.190 % 0.160 % 0.130 %
7 Does the bond issue meet the private security or payment test? . . . . . X   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     X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. 0.700 %   11.270 %  
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . . X       X      
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   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 . . . . . . . . .  
  		 
  		 
  		 
 
c Term of hedge . . . . . . . . . . 0.0 0.0 0.0 0.0
d Was the hedge superintegrated? . . . .   X   X        
e Was the hedge terminated? . . . . . .   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 . . . . . . . . . . 0.0 0.0 0.0 0.0
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
Sch K, Part IV, Line 2c, ISSUER NAME: County of Allen, Ohio (Series 2010C and 2010D): No Rebate Due. THE CALCULATION FOR COMPUTING NO REBATE DUE WAS PERFORMED ON 1/23/2014.
Sch K, Part IV, Line 2c, ISSUER NAME: HEALTH EDUC & HOUSING FACILITY BD KNOX CNTY TN: No Rebate Due. THE CALCULATION FOR COMPUTING NO REBATE DUE WAS PERFORMED ON 07/17/2013.
Sch K, Part IV, Line 2c, ISSUER NAME: COUNTY OF LORAIN, OHIO (Series 2006): No Rebate Due. THE CALCULATION FOR COMPUTING NO REBATE DUE WAS PERFORMED ON 07/07/2011.
Sch K, Part IV, Line 2c, ISSUER NAME: County of Allen, Ohio (Series 2010A and 2010B): No Rebate Due. THE CALCULATION FOR COMPUTING NO REBATE DUE WAS PERFORMED ON 1/17/2014.
Sch K, Part IV, Line 2c, ISSUER NAME: County of Allen, Ohio (Series 2011): No Rebate Due. THE CALCULATION FOR COMPUTING NO REBATE DUE WAS PERFORMED ON 1/23/2014.
Sch K, Part IV, Line 2c, ISSUER NAME: COUNTY OF LORAIN, OHIO (Series 2003): No Rebate Due. THE CALCULATION FOR COMPUTING NO REBATE DUE WAS PERFORMED ON 01/21/2009.
Schedule K (Form 990) 2013

Additional Data


Software ID: 13000248
Software Version: 2013v3.1

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
CATHOLIC HEALTH PARTNERS
 
Employer identification number

31-1161086
Return Reference Explanation
Form 990, Part VI, Sec A, Line 4, Significant changes to organizational documents THE CHP CORPORATE MEMBER WAS CHANGED TO PARTNERS IN CATHOLIC HEALTH MINISTRIES, WHICH IS A PUBLIC JURIDIC PERSON UNDER THE CANON LAW OF THE CATHOLIC CHURCH. BY DECREE DATED AUGUST 15, 2013, PARTNERS IN CATHOLIC HEALTH MINISTRIES HAS BEEN ERECTED AS A PUBLIC JURIDIC PERSON OF PONTIFICAL RIGHT TO SUCCEED TO CERTAIN OF THE HEALTH CARE ACTIVITIES OF THE FOUNDING ORGANIZATIONS. PARTNERS IN CATHOLIC HEALTH MINISTRIES SHALL HAVE NO FEWER THAN THREE NOR MORE THAN SEVEN MEMBERS APPOINTED PURSUANT TO THE CHP CORPORATE MEMBER'S STATUTES AND BYLAWS. NO PERSON MAY BE APPOINTED OR CONTINUE TO SERVE AS A MEMBER OF THE CHP CORPORATE MEMBER UNLESS THAT PERSON IS A CATHOLIC IN GOOD STANDING.
Form 990, Part VI, Sec A, Line 6, Classes of members or stockholders PARTNERS IN CATHOLIC HEALTH MINISTRIES IS A PUBLIC JURIDIC PERSON UNDER THE CANON LAW OF THE CATHOLIC CHURCH WHICH, BY DECREE DATED AUGUST 15, 2013, HAS BEEN ERECTED AS A PUBLIC JURIDIC PERSON OF PONTIFICAL RIGHT TO SUCCEED TO CERTAIN OF THE HEALTHCARE ACTIVITIES OF THE FOUNDING ORGANIZATIONS WHOSE MEMBERS ARE SISTERS OF MERCY, SOUTH CENTRAL COMMUNITY; SISTERS OF MERCY, MID-ATLANTIC COMMUNITY; COVENANT HEALTH SYSTEMS; SISTERS OF HUMILITY OF MARY; AND FRANCISCAN SISTERS OF THE POOR. PARTNERS IN CATHOLIC HEALTH MINISTRIES SHALL HAVE NO FEWER THAN THREE AND NO MORE THAN SEVEN MEMBERS APPOINTED PURSUANT TO THE CHP CORPORATE MEMBER'S STATUTES AND BYLAWS. NO PERSON MAY BE APPOINTED OR CONTINUE TO SERVE AS A MEMBER OF THE CHP CORPORATE MEMBER UNLESS THAT PERSON IS A CATHOLIC IN GOOD STANDING.
Form 990, Part VI, Sec A, Line 7a, Members or stockholders electing members of governing body THE CHP CORPORATE MEMBER HAS THE RIGHT TO ELECT OR REMOVE TRUSTEES. ALL MEMBERS OF THE BOARD OF TRUSTEES HAVE FULL VOTING RIGHTS
Form 990, Part VI, Sec A, Line 7b, Decisions requiring approval by members or stockholders THE CHP CORPORATE MEMBER HAS CERTAIN INHERENT RIGHTS TO APPROVE DECISIONS OF THE GOVERNING BODY. CERTAIN MATTERS REQUIRE APPROVAL OF THE CHP CORPORATE MEMBER, CHP GOVERNING BODY, OR CHP CEO. CHP'S REGULATIONS DESCRIBE THE LEVEL OF APPROVAL REQUIRED FOR VARIOUS DECISIONS.
Form 990, Part VI, Sec B, Line 11b, Review of form 990 by governing body THE FORM 990 IS PREPARED BY CHP'S TAX DEPARTMENT AND REVIEWED BY AN INDEPENDENT ACCOUNTING FIRM. A COPY OF THE FORM 990 IS THEN REVIEWED BY MANAGEMENT. UPON REVIEW, THE FORM 990 IS THEN FORWARDED TO THE AUDIT & CORPORATE RESPONSIBILITY COMMITTEE FOR APPROVAL. ADDITIONALLY, THE COMPENSATION COMMITTEE REVIEWS ALL COMPENSATION RELATED SCHEDULES AND DISCLOSURES. BOTH THE AUDIT & CORPORATE RESPONSIBILITY COMMITTEE AND THE COMPENSATION COMMITTEE ARE INDEPENDENT OF THE FILING ORGANIZATION. ONCE THE FORM 990 IS REVIEWED BY ALL APPLICABLE PARTIES A COPY OF THE FINAL VERSION IS PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY PRIOR TO FILING.
Form 990, Part VI, Sec B, Line 12c, Conflict of interest policy ALL BOARD MEMBERS, COMMITTEE MEMBERS AND MEMBERS OF MANAGEMENT ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST DISCLOSURE. PRIOR TO THE START OF ALL BOARD AND COMMITTEE MEETINGS MEMBERS ARE ASKED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST.
Form 990, Part VI, Sec B, Line 15a, Process to establish compensation of top management official THE ORGANIZATION'S FORMAL PROCESS FOR DETERMINING TOTAL COMPENSATION FOR THE CEO AND OTHER OFFICERS AND KEY EMPLOYEES FOLLOWS A BOARD-APPROVED COMPENSATION PHILOSOPHY THAT IS INTENDED TO PROVIDE REASONABLE COMPENSATION FOR ACCOMPLISHING THE ORGANIZATION'S MISSION, TO RECOGNIZE PERFORMANCE, AND TO OPERATE IN KEEPING WITH THE ORGANIZATION'S OBLIGATIONS AS A TAX-EXEMPT CHARITABLE ORGANIZATION. COMPENSATION DECISIONS ARE MADE BY INDEPENDENT PERSONS, ARE BASED ON APPROPRIATE COMPARABILITY DATA, AND ARE CONCURRENTLY DOCUMENTED. THE HUMAN RESOURCES COMMITTEE, COMPRISED OF INDEPENDENT MEMBERS OF THE ORGANIZATION'S BOARD OF TRUSTEES, CONDUCTS AN ANNUAL REVIEW OF THE COMPENSATION OF THE CEO AND OTHER EXECUTIVE OFFICERS AND KEY EMPLOYEES WHO CONSTITUTE DISQUALIFIED PERSONS. IN DOING SO, THE COMMITTEE RETAINS A QUALIFIED INDEPENDENT COMPENSATION CONSULTANT TO CONDUCT COMPETITIVE MARKET ANALYSIS OF THE MARKET RANGES OF BASE, INCENTIVE, TOTAL CASH COMPENSATION, AND TOTAL REMUNERATION. THE COMPENSATION CONSULTANT PROVIDES AN OPINION CONCERNING THE REASONABLENESS OF THE COMPENSATION OF THE CEO AND THE OFFICERS AND KEY EMPLOYEES REVIEWED BY THE COMMITTEE. THE COMMITTEE UTILIZES THAT ANALYSIS AND OTHER APPROPRIATE INFORMATION IN CONNECTION WITH ITS ANNUAL REVIEW AND RECOMMENDATION OF THE CEO'S COMPENSATION AND ITS DETERMINATION OF COMPENSATION RANGES FOR OTHER REVIEWED OFFICERS AND KEY EMPLOYEES. THE COMMITTEE DETERMINES THAT THE CEO'S COMPENSATION AND THE COMPENSATION OF REVIEWED OFFICERS AND KEY EMPLOYEES WITHIN THESE RANGES IS REASONABLE AND WITHIN THE COMPENSATION PHILOSOPHY. INFORMATION WHICH THE COMMITTEE MAY CONSIDER CAN INCLUDE BUT IS NOT LIMITED TO THE PERFORMANCE OF AN INDIVIDUAL, BEHAVIORAL FEEDBACK, THE PERFORMANCE OF THE ORGANIZATION, AN INDIVIDUAL'S LENGTH OF SERVICE, CREDENTIALS AND EXPERIENCE, THE IMPORTANCE OF RETAINING THE INDIVIDUAL, THE ELEMENTS OF TOTAL COMPENSATION AND SALARY HISTORY, THE ORGANIZATION'S COMPENSATION TARGETS, AND COMPARABILITY DATA, INCLUDING THE DATA PREPARED BY THE INDEPENDENT CONSULTANT AND REVIEWED WITH THE COMMITTEE. THE COMMITTEE INCORPORATES A FORMAL PERFORMANCE APPRAISAL PROCESS IN THE CEO'S COMPENSATION REVIEW. IT UTILIZES A MULTI-PERSPECTIVE APPROACH AND PERFORMANCE MEASURES WHICH ARE LINKED TO THE ORGANIZATION'S LONG-TERM STRATEGIC PLAN, ACHIEVEMENT OF ANNUAL SYSTEM OBJECTIVES, AND PERSONAL OBJECTIVES. THE CEO IS NOT PRESENT WHEN THE COMMITTEE DISCUSSES AND ESTABLISHES HIS COMPENSATION. IN ADDITION, THE COMMITTEE DETERMINES IF THE THRESHOLD REQUIREMENTS FOR INCENTIVE AWARDS ARE MET, CONSISTING OF THE ORGANIZATION'S PERFORMANCE RESULTS FOR COMMUNITY BENEFIT, QUALITY, AND FINANCIAL PERFORMANCE. THE COMMITTEE RECOMMENDS TO THE FULL BOARD THE CEO'S SALARY ADJUSTMENT AND INCENTIVE AWARD AS WELL AS THE INCENTIVE AWARD LEVELS FOR WHICH OTHER LISTED INDIVIDUALS MAY BE ELIGIBLE. THE COMMITTEE'S REPORT CONCERNING SALARY RANGE ADJUSTMENTS, INCENTIVE AWARDS AND THE BASIS FOR THE COMMITTEE'S DECISIONS GOES TO THE FULL BOARD FOR CONSIDERATION IN EXECUTIVE SESSION WHICH DOES NOT INCLUDE THE CEO OR OTHER OFFICERS OR KEY EMPLOYEES. THE FULL BOARD REVIEWS THE CEO'S PERFORMANCE AND DETERMINES THE SALARY ADJUSTMENTS AND INCENTIVE AWARD TO BE MADE FOR THE CEO. FOR THE COO, EVP, SVP AND MARKET CEO POSITIONS, SALARY ADJUSTMENTS AND INCENTIVE AWARDS ARE APPROVED BY THE ORGANIZATION'S CEO WITHIN SUCH BOARD AND COMMITTEE-APPROVED PARAMETERS AND DISCLOSED TO THE COMMITTEE. SALARY ADJUSTMENTS AND INCENTIVE AWARDS FOR OTHER POSITIONS REVIEWED BY THE COMMITTEE ARE APPROVED BY THE INDEPENDENT SUPERVISING EXECUTIVE WITHIN SUCH PARAMETERS, WITH REGIONAL BOARD APPROVAL WHEN APPROPRIATE, AND DISCLOSED TO THE COMMITTEE. AS WITH THE CEO, ALL LISTED INDIVIDUALS UNDERGO A FORMAL PERFORMANCE APPRAISAL UTILIZING A MULTI-PERSPECTIVE APPROACH AND PERFORMANCE MEASURES WHICH ARE LINKED TO THE ORGANIZATION'S LONG-TERM STRATEGIC PLAN, ACHIEVEMENT OF ANNUAL SYSTEM OBJECTIVES, AND PERSONAL OBJECTIVES. INCENTIVE AWARDS ARE SUBJECT TO REPAYMENT IF THE ORGANIZATION MUST RESTATE FINANCIAL REPORTS DUE TO MATERIAL NONCOMPLIANCE WITH THE ORGANIZATION'S CODE OF RESPONSIBILITY AND STANDARDS OF REASONABLE CONDUCT.
Form 990, Part VI, Sec B, Line 15b, Process to establish compensation of other employees PLEASE REFER TO THE LINE 15A RESPONSE DIRECTLY ABOVE WHICH DESCRIBES THE PROCESS USED FOR BOTH THE TOP MANAGEMENT OFFICIAL AND FOR THE OTHER OFFICERS AND KEY EMPLOYEES
Form 990, Part VI, Sec C, Line 19, Required documents available to the public THE SYSTEM-WIDE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE POSTED ON THE CHP WEBSITE (WWW.HEALTH-PARTNERS.ORG).
Form 990, Part IX, Line 11g, Other Expenses EMPLOYMENT COSTS - TOTAL EXPENSE: 2488649, PROGRAM SERVICE EXPENSE: 2115352, MANAGEMENT AND GENERAL EXPENSES: 373297, FUNDRAISING EXPENSES: ; CONTRACT & CONSULTING - TOTAL EXPENSE: 21311011, PROGRAM SERVICE EXPENSE: 18114359, MANAGEMENT AND GENERAL EXPENSES: 3196652, FUNDRAISING EXPENSES: ; INFORMATION TECHNOLOGY - TOTAL EXPENSE: 83730419, PROGRAM SERVICE EXPENSE: 71170856, MANAGEMENT AND GENERAL EXPENSES: 12559563, FUNDRAISING EXPENSES: ; OTHER PURCHASED SERVICES - TOTAL EXPENSE: 21115708, PROGRAM SERVICE EXPENSE: 17948352, MANAGEMENT AND GENERAL EXPENSES: 3167356, FUNDRAISING EXPENSES: ;
Form 990 , Part XI, Line 9, Other changes in net assets or fund balances EQUITY TRANSFERS - 25406473; SWAP AMORTIZATIONS - -546036; OTHER CHANGES IN UNRESTRICTED NET ASSETS - -6239133; BOOK/TAX DIFFERENCE FROM PREMIER - -794839; CHP INSURANCE INCOME - -12415189;
Schedule J, Part I, Line 7, Non-fixed payments THE ORGANIZATION PROVIDES ANNUAL INCENTIVE COMPENSATION FOR LISTED INDIVIDUALS. THE ORGANIZATION'S BOARD OF TRUSTEES ESTABLISHES OBJECTIVE THRESHOLDS FOR QUALITY, COMMUNITY BENEFIT, AND FINANCIAL PERFORMANCE WHICH MUST BE ACHIEVED FOR INCENTIVES TO BE AWARDED. THE BOARD ALSO ESTABLISHES THRESHOLD, TARGET AND MAXIMUM LEVELS FOR INCENTIVE AWARDS. WITHIN THESE ESTABLISHED PARAMETERS, THE BOARD DETERMINES THE CEO'S INCENTIVE AWARD AND INCENTIVE AWARDS FOR OTHER LISTED INDIVIDUALS ARE DETERMINED BY THE LISTED INDIVIDUAL'S SUPERVISOR AND DISCLOSED TO THE BOARD. THE BOARD MAY AUTHORIZE MODIFIED INCENTIVE AWARDS WHEN APPROPRIATE IN ITS JUDGMENT.
SCHEDULE J, PART II, COLUMN (C), REPORTING NEGATIVE DEFERRED COMPENSATION ANNUAL ACTUARIALLY-DETERMINED CONTRIBUTIONS TO DEFINED BENEFIT PLANS, WHICH ARE BASED ON PRIOR PLAN CONTRIBUTIONS, CHANGES IN INTEREST RATES, THE PRESENT VALUE OF ACCRUED BENEFITS, AND OTHER DATA AND ASSUMPTIONS ABOUT THE FUTURE, MAY, FOR SOME PLAN PARTICIPANTS AND FOR SOME PLAN YEARS, RESULT IN NEGATIVE CONTRIBUTION AMOUNTS.
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

Additional Data


Software ID: 13000248
Software Version: 2013v3.1
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
CATHOLIC HEALTH PARTNERS
 
Employer identification number

31-1161086
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
(1) MERCY HEALTH PHYSICIANS
615 ELSINORE PLACE
CINCINNATI,OH45202
46-3521617 		PHYSICIAN PRACTICE OH 0 0 CATHOLIC HEALTH PARTNERS
 










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) CATHOLIC HEALTH PARTNERS

615 ELSINORE PLACE

CINCINNATI,OH45202
31-1161086 		HEALTHCARE SYSTEM PARENT OH 501(C)(3) 11 - Type III - FI NA
 
 
No
(2) CATHOLIC HEALTH PARTNERS FOUNDATION

615 ELSINORE PLACE

CINCINNATI,OH45202
20-1072726 		FUNDRAISING OH 501(C)(3) 7 CATHOLIC HEALTH PARTNERS
 
Yes
 
(3) CATHOLIC HEALTHCARE PARTNERS HOUSING DEVELOPMENT

615 ELSINORE PLACE

CINCINNATI,OH45202
20-8943658 		HUD PARENT OH 501(C)(3) 9 CATHOLIC HEALTH PARTNERS
 
Yes
 
(4) CATHOLIC HEALTHCARE PARTNERS RETIREMENT TRUST

615 ELSINORE PLACE

CINCINNATI,OH45202
31-6046304 		RETIREMENT TRUST OH 501(C)(3) 8 CATHOLIC HEALTH PARTNERS
 
Yes
 
(5) COMMUNITY HEALTH PARTNERS REGIONAL HEALTH SYSTEM

3700 KOLBE ROAD

LORAIN,OH44053
27-0071694 		MARKET PARENT OH 501(C)(3) 11 - Type II CATHOLIC HEALTH PARTNERS
 
Yes
 
(6) COMMUNITY HEALTH PARTNERS REGIONAL MEDICAL CENTER

3700 KOLBE ROAD

LORAIN,OH44053
34-0714704 		HOSPITAL OH 501(C)(3) 3 COMMUNITY HEALTH PARTNERS REGIONAL HEALTH SYSTEM
 
Yes
 
(7) ALLEN MEDICAL CENTER

200 WEST LORAIN ST

OBERLIN,OH44074
34-0864230 		HOSPITAL OH 501(C)(3) 3 COMMUNITY HEALTH PARTNERS REGIONAL HEALTH SYSTEM
 
Yes
 
(8) COMMUNITY HEALTH PARTNERS REGIONAL FOUNDATION

3700 KOLBE ROAD

LORAIN,OH44053
34-1504558 		FOUNDATION OH 501(C)(3) 11 - Type III - FI COMMUNITY HEALTH PARTNERS REGIONAL MEDICAL CENTER
 
Yes
 
(9) COMMUNITY HEALTH PARTNERS PHYSICIANS OFFICE BUILDINGS

3700 KOLBE ROAD

LORAIN,OH44053
34-1268828 		MEDICAL OFFICE RENTAL OH 501(C)(3) 9 COMMUNITY HEALTH PARTNERS REGIONAL MEDICAL CENTER
 
Yes
 
(10) ALLEN MEDICAL CENTER MEDICAL OFFICE BUILDING

200 WEST LORAIN ST

OBERLIN,OH44074
36-4504991 		MEDICAL OFFICE RENTAL OH 501(C)(3) 11 - Type II ALLEN MEDICAL CENTER
 
Yes
 
(11) MERCY HEALTH PARTNERS OF SOUTHWEST OHIO

4600 MCAULEY PLACE

CINCINNATI,OH45242
31-1063783 		MARKET PARENT OH 501(C)(3) 11 - Type III - FI CATHOLIC HEALTH PARTNERS
 
Yes
 
(12) MERCY HEALTH PARTNERS OF SOUTHWEST OHIO FOUNDATION

4600 MCAULEY PLACE

CINCINNATI,OH45242
31-1217563 		FOUNDATION OH 501(C)(3) 7 MERCY HEALTH PARTNERS OF SOUTHWEST OHIO
 
Yes
 
(13) MERCY HOSPITALS WEST

2446 KIPLING AVENUE

CINCINNATI,OH45239
31-1091597 		HOSPITAL OH 501(C)(3) 3 MERCY HEALTH PARTNERS OF SOUTHWEST OHIO
 
Yes
 
(14) MERCY HOSPITAL ANDERSON

7500 STATE ROAD

CINCINNATI,OH45255
31-0537085 		HOSPITAL OH 501(C)(3) 3 MERCY HEALTH PARTNERS OF SOUTHWEST OHIO
 
Yes
 
(15) THE SISTERS OF MERCY OF HAMILTON OHIO

3000 MACK ROAD

FAIRFIELD,OH45014
31-0538532 		HOSPITAL OH 501(C)(3) 3 MERCY HEALTH PARTNERS OF SOUTHWEST OHIO
 
Yes
 
(16) THE SISTERS OF MERCY OF CLERMONT COUNTY OHIO

3000 HOSPITAL DRIVE

BATAVIA,OH45103
31-0830955 		HOSPITAL OH 501(C)(3) 3 MERCY HEALTH PARTNERS OF SOUTHWEST OHIO
 
Yes
 
(17) MERCY FRANCISCAN SENIOR HEALTH AND HOUSING SERVICES INC

7010 ROWAN HILLS DR

CINCINNATI,OH45227
31-1308729 		RETIREMENT HOME OH 501(C)(3) 9 MERCY HEALTH PARTNERS OF SOUTHWEST OHIO
 
Yes
 
(18) MERCY SACRED HEART INC

2120 PAYNE STREET

LOUISVILLE,KY40206
61-1318326 		RETIREMENT HOME KY 501(C)(3) 9 MERCY HEALTH PARTNERS OF SOUTHWEST OHIO
 
Yes
 
(19) MERCY LONG TERM CARE INITIATIVE

4915 CHARLESTOWN RD

NEW ALBANY,IN47150
31-1332491 		RETIREMENT HOME IN 501(C)(3) 9 MERCY HEALTH PARTNERS OF SOUTHWEST OHIO
 
Yes
 
(20) MERCY FRANCISCAN SOCIAL MINISTRIES INC

1800 LOGAN STREET

CINCINNATI,OH45210
31-1222942 		LOW INCOME HOUSING OH 501(C)(3) 7 MERCY HEALTH PARTNERS OF SOUTHWEST OHIO
 
Yes
 
(21) MERCY FRANCISCAN AT ST RAPHAEL INC

610 HIGH STREET

HAMILTON,OH45011
20-2934871 		SERVICES TO THE POOR OH 501(C)(3) 7 MERCY HEALTH PARTNERS OF SOUTHWEST OHIO
 
Yes
 
(22) COMMUNITY MERCY HEALTH SYSTEM

ONE S LIMESTONE ST

SPRINGFIELD,OH45502
30-0272454 		MARKET PARENT OH 501(C)(3) 11 - Type III - FI CATHOLIC HEALTH PARTNERS
 
Yes
 
(23) COMMUNITY MERCY HEALTH PARTNERS

ONE S LIMESTONE ST

SPRINGFIELD,OH45502
31-0785684 		HOSPITAL OH 501(C)(3) 3 COMMUNITY MERCY HEALTH SYSTEM
 
Yes
 
(24) THE COMMUNITY MERCY FOUNDATION

1343 N FOUNTAIN BLVD

SPRINGFIELD,OH45504
31-1443778 		FOUNDATION OH 501(C)(3) 7 COMMUNITY MERCY HEALTH SYSTEM
 
Yes
 
(25) C H HEALTH SERVICES COMPANY

ONE S LIMESTONE ST

SPRINGFIELD,OH45502
31-1181984 		HOSPITAL OH 501(C)(3) 3 COMMUNITY MERCY HEALTH SYSTEM
 
Yes
 
(26) CLARKE & CHAMPAIGN COUNTIES HEALTH INFORMATION EXCHANGE

1150 E HOME ROAD

SPRINGFIELD,OH45503
26-0698515 		MEDICAL INFORMATION EXCHANGE OH 501(C)(3) 9 COMMUNITY MERCY HEALTH SYSTEM
 
Yes
 
(27) THE WALLACE S MURRAY AND FRANCES RABBITTS MURRAY MEMORIAL TRUST

ONE S LIMESTONE ST

SPRINGFIELD,OH45502
34-6827136 		INDIGENT MEDICAL CARE OH 501(C)(3) 11 - Type I NA
 
 
No
(28) MERCY HEALTH SYSTEM - NORTHERN REGION

2200 JEFFERSON AVENUE

TOLEDO,OH43604
34-1344482 		MARKET PARENT OH 501(C)(3) 11 - Type III - FI CATHOLIC HEALTH PARTNERS
 
Yes
 
(29) MERCY PROPERTY HOLDINGS

2200 JEFFERSON AVENUE

TOLEDO,OH43604
30-0699825 		TITLE HOLDING COMPANY OH 501(C)(2) N/A MERCY HEALTH SYSTEM - NORTHERN REGION
 
Yes
 
(30) ST CHARLES MERCY HOSPITAL OF OREGON OHIO

2600 NAVARRE AVENUE

OREGON,OH43616
34-4445373 		HOSPITAL OH 501(C)(3) 3 MERCY HEALTH SYSTEM - NORTHERN REGION
 
Yes
 
(31) RIVERSIDE MERCY HOSPITAL

3404 W SYLVANIA AVE

TOLEDO,OH43623
31-1556401 		HOSPITAL OH 501(C)(3) 3 MERCY HEALTH SYSTEM - NORTHERN REGION
 
Yes
 
(32) MERCY HOME CARE INC

2200 JEFFERSON AVENUE

TOLEDO,OH43604
34-1587572 		HOME HEALTHCARE OH 501(C)(3) 9 MERCY HEALTH SYSTEM - NORTHERN REGION
 
Yes
 
(33) MERCY COLLEGE OF OHIO

2221 MADISON AVENUE

TOLEDO,OH43604
34-1726619 		MEDICAL COLLEGE OH 501(C)(3) 2 MERCY HEALTH SYSTEM - NORTHERN REGION
 
Yes
 
(34) MERCY COLLEGE OF OHIO FOUNDATION INC

2221 MADISON AVENUE

TOLEDO,OH43604
14-1963204 		FOUNDATION OH 501(C)(3) 11 - Type I MERCY COLLEGE OF OHIO
 
Yes
 
(35) MERCY HOSPITAL OF TIFFIN OHIO

45 ST LAWRENCE DRIVE

TIFFIN,OH44883
34-4431174 		HOSPITAL OH 501(C)(3) 3 MERCY HEALTH SYSTEM - NORTHERN REGION
 
Yes
 
(36) MERCY TIFFIN HEALTH FOUNDATION

45 ST LAWRENCE DRIVE

TIFFIN,OH44883
34-1499894 		FOUNDATION OH 501(C)(3) 11 - Type III - FI MERCY HOSPITAL OF TIFFIN OHIO
 
Yes
 
(37) THE SISTERS OF MERCY OF WILLARD OHIO

110 EAST HOWARD ST

WILLARD,OH44890
34-1577110 		HOSPITAL OH 501(C)(3) 3 MERCY HEALTH SYSTEM - NORTHERN REGION
 
Yes
 
(38) MERCY HOSPITAL OF WILLARD FOUNDATION

110 EAST HOWARD ST

WILLARD,OH44890
11-3742347 		FOUNDATION OH 501(C)(3) 11 - Type III - FI THE SISTERS OF MERCY OF WILLARD OHIO
 
Yes
 
(39) ST VINCENT MERCY MEDICAL CENTER

2213 CHERRY STREET

TOLEDO,OH43608
34-4428250 		HOSPITAL OH 501(C)(3) 3 MERCY HEALTH SYSTEM - NORTHERN REGION
 
Yes
 
(40) MERCY FOUNDATION

2213 CHERRY STREET

TOLEDO,OH43608
23-7393213 		FOUNDATION OH 501(C)(3) 11 - Type III - FI ST VINCENT MERCY MEDICAL CENTER
 
Yes
 
(41) LIFESTAR AMBULANCE INC

2200 JEFFERSON AVENUE

TOLEDO,OH43604
34-1354653 		MEDICAL TRANSPORTATION OH 501(C)(3) 11 - Type II MERCY HEALTH SYSTEM - NORTHERN REGION
 
Yes
 
(42) RSM MEDICAL FOUNDATION

2200 JEFFERSON AVENUE

TOLEDO,OH43624
34-1693671 		HOSPITAL OH 501(C)(3) 3 MERCY HEALTH SYSTEM - NORTHERN REGION
 
Yes
 
(43) SIMON OUTREACH SERVICES

2600 NAVARRE AVENUE

OREGON,OH43616
34-1383325 		MEDICAL OFFICE RENTAL OH 501(C)(3) 11 - Type II ST CHARLES MERCY HOSPITAL OF OREGON OHIO
 
Yes
 
(44) FARLEY HEALTHCARE CORPORATION

2200 JEFFERSON AVENUE

TOLEDO,OH43604
34-1363204 		HEALTH SERVICES OH 501(C)(3) 9 MERCY HEALTH SYSTEM - NORTHERN REGION
 
Yes
 
(45) ST RITA'S MEDICAL CENTER

730 W MARKET STREET

LIMA,OH45801
34-1105619 		HOSPITAL OH 501(C)(3) 3 CATHOLIC HEALTH PARTNERS
 
Yes
 
(46) SRHC FOUNDATION

730 W MARKET STREET

LIMA,OH45801
34-1368429 		FOUNDATION OH 501(C)(3) 11 - Type III - FI ST RITA'S MEDICAL CENTER
 
Yes
 
(47) NEW VISION MEDICAL LABORATORIES INC

750 W HIGH ST STE 400

LIMA,OH45801
34-1937267 		MEDICAL LAB SERVICES OH 501(C)(3) 11 - Type III - FI ST RITA'S MEDICAL CENTER
 
Yes
 
(48) HUMILITY OF MARY HEALTH PARTNERS

1044 BELMONT AVENUE

YOUNGSTOWN,OH44501
34-0505560 		HOSPITAL OH 501(C)(3) 3 CATHOLIC HEALTH PARTNERS
 
Yes
 
(49) THE ASSUMPTION VILLAGE

9800 N MARKET STREET

NORTH LIMA,OH44452
34-1013695 		NURSING HOME OH 501(C)(3) 9 HUMILITY OF MARY HEALTH PARTNERS
 
Yes
 
(50) HOSPICE OF THE VALLEY

5190 MARKET STREET

YOUNGSTOWN,OH44512
34-1288745 		HOSPICE SERVICES OH 501(C)(3) 9 HUMILITY OF MARY HEALTH PARTNERS
 
Yes
 
(51) HUMILITY OF MARY DEVELOPMENT FOUNDATION

1044 BELMONT AVENUE

YOUNGSTOWN,OH44501
34-1826978 		FOUNDATION OH 501(C)(3) 11 - Type III - FI HUMILITY OF MARY HEALTH PARTNERS
 
Yes
 
(52) HUMILITY HOUSE

755 OHLTOWN ROAD

AUSTINTOWN,OH44515
34-1894783 		NURSING HOME OH 501(C)(3) 9 HUMILITY OF MARY HEALTH PARTNERS
 
Yes
 
(53) ST JOSEPH HEALTH CENTER AUXILIARY

677 EASTLAND SE

WARREN,OH44484
34-6556121 		FUNDRAISING OH 501(C)(3) 9 HUMILITY OF MARY HEALTH PARTNERS
 
Yes
 
(54) MERCY HEALTH PARTNERS - LOURDES INC

1530 LONE OAK ROAD

PADUCAH,KY42003
61-0600313 		HOSPITAL KY 501(C)(3) 3 CATHOLIC HEALTH PARTNERS
 
Yes
 
(55) LOURDES FOUNDATION INC

1530 LONE OAK ROAD

PADUCAH,KY42003
61-1258960 		FOUNDATION KY 501(C)(3) 7 MERCY HEALTH PARTNERS - LOURDES INC
 
Yes
 
(56) LOURDES HOSPITAL AUXILIARY GIFT SHOP

1530 LONE OAK ROAD

PADUCAH,KY42003
61-0927805 		FUNDRAISING KY 501(C)(3) 11 - Type III - FI LOURDES FOUNDATION INC
 
Yes
 
(57) MARCUM AND WALLACE MEMORIAL HOSPITAL INC

60 MERCY COURT

IRVINE,KY40336
61-0927491 		HOSPITAL KY 501(C)(3) 3 MERCY HEALTH PARTNERS - LOURDES INC
 
Yes
 
(58) MARCUM AND WALLACE HOSPITAL FOUNDATION INC

60 MERCY COURT

IRVINE,KY40336
32-0026557 		FOUNDATION KY 501(C)(3) 11 - Type III - FI MARCUM AND WALLACE MEMORIAL HOSPITAL INC
 
Yes
 
(59) MERCY HEALTH PARTNERS INC

615 ELSINORE PLACE

CINCINNATI,OH45202
73-1627534 		MARKET PARENT TN 501(C)(3) 11 - Type I CATHOLIC HEALTH PARTNERS
 
Yes
 
(60) MERCY HEALTH PARTNERS - NORTHEAST REGION INC

615 ELSINORE PLACE

CINCINNATI,OH45202
23-2813196 		MARKET PARENT PA 501(C)(3) 11 - Type III - FI CATHOLIC HEALTH PARTNERS
 
Yes
 
(61) MERCY HOSPITAL OF WILKES-BARRE

746 JEFFERSON AVENUE

SCRANTON,PA18510
24-0795625 		HOSPITAL PA 501(C)(3) 3 MERCY HEALTH PARTNERS - NORTHEAST REGION INC
 
Yes
 
(62) MERCY HEALTH CARE CENTER

746 JEFFERSON AVENUE

SCRANTON,PA18510
23-2322809 		HOSPITAL PA 501(C)(3) 3 MERCY HEALTH PARTNERS - NORTHEAST REGION INC
 
Yes
 
(63) HEALTHSPAN PARTNERS

615 ELSINORE PLACE

CINCINNATI,OH45202
46-3055925 		MARKET PARENT OH 501(C)(3) 11 - Type III - FI CATHOLIC HEALTH PARTNERS
 
Yes
 
(64) HEALTHSPAN INTEGRATED CARE

1001 LAKESIDE AVE SUITE 1200

CLEVELAND,OH44114
34-0922268 		HMO OH 501(C)(3) 9 HEALTHSPAN PARTNERS
 
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) NWO INTEGRATED LABORATORIES MERCY LLC

2200 JEFFERSON AVENUE
TOLEDO,OH43624
34-1898285 		LABORATORY SERVICES OH NA
  		N/A                
(2) TIFFIN AMBULATORY SURGICAL ASSOCIATES

45 ST LAWRENCE DRIVE
TIFFIN,OH44833
37-1567866 		AMBULATORY SURGERY CENTER OH NA
  		N/A                
(3) NEW VISION MEDICAL LAB LLC

750 W HIGH STREET
LIMA,OH45801
34-1913433 		LAB SERVICES OH NA
  		N/A                
(4) WEST CENTRAL OHIO GROUP LTD

801 MEDICAL DRIVE
LIMA,OH45804
34-1848147 		ORTHOPEDIC HOSPITAL OH NA
  		N/A                
(5) KIDNEY SERVICES OF WEST CENTRAL OHIO

750 W HIGH STREET SUITE 100
LIMA,OH45801
06-1644264 		DIALYSIS CENTER OH NA
  		N/A                
(6) ST ELIZABETH SOUTHWOODS IMAGING

250 DEBARTOLO PLACE BLDG B
YOUNGSTOWN,OH44512
26-1626482 		DIAGNOSTIC IMAGING OH NA
  		N/A                
(7) UROLOGIC ONCOLOGY OF MAHONING VALLEY LLC

1044 BELMONT AVE
YOUNGSTOWN,OH44501
26-2989686 		RADIATION THERAPY OH NA
  		N/A                
(8) HMHPUSP SURGERY CENTERS LLC

15305 DALLAS PKWY STE 1600
ADDISON,TX75001
27-1953122 		SURGERY CENTER TX NA
  		N/A                
(9) OSC-HMHP LLC

6505 MARKET ST BLDG B STE 101
BOARDMAN,OH44512
01-0724836 		ORTHOPEDIC SURGERY CENTER OH NA
  		N/A                
(10) LOURDES AMBULATORY SURGERY CENTER

225 MEDICAL CENTER DRIVE
PADUCAH,KY42003
61-1258960 		SURGERY CENTER KY NA
  		N/A                
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) CHP INSURANCE LTD

615 ELSINORE PLACE
CINCINNATI,OH45202
98-0621978 		INSURANCE CJ NA
  		C CORPORATION       Yes  
(2) SISTERS OF MERCY WORKERS COMPENSATION SELF-INSURANCE TRUST

615 ELSINORE PLACE
CINCINNATI,OH45202
31-0990309 		WORKERS COMPENSATION TRUST MA NA
  		TRUST       Yes  
(3) MHSWO HEALTH VENTURES INC

1 S LIMESTONE ST
SPRINGFIELD,OH45502
31-1072139 		PHYSICIAN PRACTICES OH NA
  		C CORPORATION       Yes  
(4) NORTHPARKE MEDICAL COMMONS CONDO ASSN

333 N LIMESTONE ST
SPRINGFIELD,OH45503
31-1391230 		REAL PROPERTY MGMNT OH NA
  		C CORPORATION       Yes  
(5) MERCY HEALTH AFFILIATES INC

2200 JEFFERSON AVENUE
TOLEDO,OH43604
34-1372633 		PHYSICIAN SERVICES OH NA
  		C CORPORATION       Yes  
(6) PHYSICIAN'S HEALTH COLLABORATIVE

2200 JEFFERSON AVENUE
TOLEDO,OH43604
20-3986844 		MEDICAL & HOSPITAL SERVICES OH NA
  		C CORPORATION       Yes  
(7) NORTHSIDE CORPORATION

2200 JEFFERSON AVENUE
TOLEDO,OH43604
34-1318438 		RESIDENT RENTALS OH NA
  		C CORPORATION       Yes  
(8) MERCY WORK SOLUTIONS

2200 JEFFERSON AVENUE
TOLEDO,OH43604
30-0066340 		WORKERS COMPENSATION OH NA
  		C CORPORATION       Yes  
(9) MERCY HEALTH SYSTEM PHO

2200 JEFFERSON AVENUE
TOLEDO,OH43604
34-1778321 		MEDICAL SERVICES OH NA
  		C CORPORATION       Yes  
(10) PHYSICIAN MANAGED CARE INC

2200 JEFFERSON AVENUE
TOLEDO,OH43604
34-1565320 		HEALTH SERVICES OH NA
  		C CORPORATION       Yes  
(11) MCAULEY MANAGEMENT SERVICES INC

730 W MARKET STREET
LIMA,OH45801
34-1379037 		PROPERTY RENTAL OH NA
  		C CORPORATION       Yes  
(12) LIMA MEDICAL SUPPLIES INC

730 W MARKET STREET
LIMA,OH45801
34-0944477 		MEDICAL EQUIPMENT OH NA
  		C CORPORATION       Yes  
(13) COMMUNITY HEALTH PARTNERS ENTERPRISES INC

3700 KOLBE ROAD
LORAIN,OH44053
34-1455525 		HOLDING COMPANY OH NA
  		C CORPORATION       Yes  
(14) COMMUNITY HEALTH PARTNERS PHYSICIANS INC

3700 KOLBE ROAD
LORAIN,OH44053
34-1803352 		PHYSICIAN PRACTICES OH NA
  		C CORPORATION       Yes  
(15) AMC PHYSICIANS INC

200 W LORAIN STREET
OBERLIN,OH44074
37-1439554 		PHYSICIAN SERVICES OH NA
  		C CORPORATION       Yes  
(16) MERCY HEALTH VENTURES INC

4600 MCAULEY PLACE
CINCINNATI,OH45242
31-1185477 		DIVERSIFIED ACTIVITIES OH NA
  		C CORPORATION       Yes  
(17) MERCY FRANCISCAN MEDICAL MANAGEMENT SERVICES

4600 MCAULEY PLACE
CINCINNATI,OH45242
31-1640789 		DIVERSIFIED ACTIVITIES OH NA
  		C CORPORATION       Yes  
(18) MERCY FRANCISCAN AT WINTON WOODS I INC

10290 MILL ROAD
CINCINNATI,OH45231
31-1658668 		LOW-INCOME HOUSING OH NA
  		C CORPORATION       Yes  
(19) MERCY HEALTH MANAGEMENT INC

1530 LONE OAK ROAD
PADUCAH,KY42003
61-1086762 		MEDICAL OFFICES KY NA
  		C CORPORATION       Yes  
(20) HEALTH DYNAMICS INC

900 E OAK HILL AVENUE
KNOXVILLE,TN37917
62-1247729 		MEDICAL EQUIPMENT SALES TN NA
  		C CORPORATION       Yes  
(21) HEALTH VENTURES INC & SUBSIDIARIES

P O BOX 1788
KNOXVILLE,TN37901
62-1175587 		MEDICAL SERVICES TN NA
  		C CORPORATION       Yes  
(22) ANNE KILCAWLEY CHRISTMAN FOUNDATION

100 FEDERAL PLAZA EAST
YOUNGSTOWN,OH44503
35-6735706 		BENEFICIAL TRUST OH NA
  		TRUST       Yes  
(23) RALPH EWE TRUST

270 PARK AVENUE
NEW YORK,NY10017
34-6866422 		BENEFICIAL TRUST NY NA
  		TRUST       Yes  
(24) ELIZABETH HINES CATES TRUST

PNC 1900 E 9TH ST
CLEVELAND,OH44114
34-6515678 		BENEFICIAL TRUST OH NA
  		TRUST       Yes  
(25) WILLIS PARK TRUST

PNC 1900 E 9TH ST
CLEVELAND,OH44114
34-6519904 		BENEFICIAL TRUST OH NA
  		TRUST       Yes  
(26) ERMA GIBSON BALDWIN TRUST

PNC 1900 E 9TH ST
CLEVELAND,OH44114
34-6515566 		BENEFICIAL TRUST OH NA
  		TRUST       Yes  
(27) HEALTHSPAN INC

225 PICTORIA DR
CINCINNATI,OH45246
31-1431434 		INSURANCE OH NA
  		C CORPORATION       Yes  
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
Yes
 
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
Yes
 
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f 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
 
No
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
Yes
 
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
 
No
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) HEALTHSPAN PARTNERS

 A 1,975,245 GAAP
(2) ST CHARLES MERCY HOSPITAL

 A 252,196 GAAP
(3) MERCY HOSPITAL OF TIFFIN OHIO

 A 1,878,281 GAAP
(4) THE SISTERS OF MERCY OF WILLARD OHIO

 A 1,456,813 GAAP
(5) ST RITA'S MEDICAL CENTER

 A 5,327,055 GAAP
(6) COMMUNITY MERCY HEALTH PARTNERS

 A 7,705,858 GAAP
(7) MERCY HOSPITAL ANDERSON

 A 298,853 GAAP
(8) THE SISTERS OF MERCY OF HAMILTON OH

 A 1,566,573 GAAP
(9) MARCUM AND WALLACE MEMORIAL HOSPITAL INC

 A 53,723 GAAP
(10) MERCY HEALTH PARTNERS - LOURDES INC

 A 2,093,473 GAAP
(11) MERCY SACRED HEART INC

 A 227,891 GAAP
(12) MERCY HEALTH PARTNERS OF SOUTHWEST OHIO

 A 3,984,985 GAAP
(13) ST VINCENT MERCY MEDICAL CENTER

 A 3,799,422 GAAP
(14) HUMILITY OF MARY HEALTH PARTNERS

 A 6,458,330 GAAP
(15) THE ASSUMPTION VILLAGE

 A 350,973 GAAP
(16) HUMILITY HOUSE

 A 146,284 GAAP
(17) MERCY HOSPITALS WEST

 A 11,360,585 GAAP
(18) MERCY FRANCISCAN SENIOR HEALTH & HOUSING

 A 746,279 GAAP
(19) RIVERSIDE MERCY HOSPITAL

 A 1,981,700 GAAP
(20) COMMUNITY HEALTH PARTNERS REGIONAL HEALTH SYSTEM

 A 1,390,576 GAAP
(21) COMMUNITY HEALTH PARTNERS REGIONAL MEDICAL CENTER

 A 3,649,538 GAAP
(22) JEWISH HOSPITAL LLC

 A 6,190,574 GAAP
(23) ST CHARLES MERCY HOSPITAL

 D 5,206,716 GAAP
(24) MERCY HOSPITAL OF TIFFIN OHIO

 D 41,180,016 GAAP
(25) THE SISTERS OF MERCY OF WILLARD OHIO

 D 32,014,566 GAAP
(26) ST RITA'S MEDICAL CENTER

 D 113,304,360 GAAP
(27) COMMUNITY MERCY HEALTH PARTNERS

 D 163,606,608 GAAP
(28) MERCY HOSPITAL ANDERSON

 D 4,378,236 GAAP
(29) THE SISTERS OF MERCY OF HAMILTON OH

 D 33,044,196 GAAP
(30) MARCUM AND WALLACE MEMORIAL HOSPITAL INC

 D 1,014,120 GAAP
(31) MERCY HEALTH PARTNERS - LOURDES INC

 D 44,518,477 GAAP
(32) MERCY SACRED HEART INC

 D 4,908,240 GAAP
(33) MERCY HEALTH PARTNERS OF SOUTHWEST OHIO

 D 86,008,820 GAAP
(34) ST VINCENT MERCY MEDICAL CENTER

 D 80,066,796 GAAP
(35) HUMILITY OF MARY HEALTH PARTNERS

 D 138,618,686 GAAP
(36) THE ASSUMPTION VILLAGE

 D 7,597,896 GAAP
(37) HUMILITY HOUSE

 D 3,017,664 GAAP
(38) MERCY HOSPITALS WEST

 D 320,208,036 GAAP
(39) MERCY FRANCISCAN SENIOR HEALTH & HOUSING

 D 11,470,356 GAAP
(40) RIVERSIDE MERCY HOSPITAL

 D 41,618,222 GAAP
(41) COMMUNITY HEALTH PARTNERS REGIONAL HEALTH SYSTEM

 D 37,364,000 GAAP
(42) COMMUNITY HEALTH PARTNERS REGIONAL MEDICAL CENTER

 D 79,308,276 GAAP
(43) JEWISH HOSPITAL LLC

 D 141,147,034 GAAP
(44) ALLEN MEDICAL CENTER MEDICAL OFFICE BUILDING

 D 545,892 GAAP
(45) MERCY HEALTH SYSTEM NORTHERN REGION

 S 60,725,925 GAAP
(46) ST RITA'S MEDICAL CENTER

 S 30,438,289 GAAP
(47) COMMUNITY MERCY HEALTH PARTNERS

 S 21,339,316 GAAP
(48) MARCUM AND WALLACE MEMORIAL HOSPITAL INC

 S 207,345 GAAP
(49) MERCY LONG TERM CARE INITIATIVES INC

 S 103,563 GAAP
(50) MERCY HEALTH PARTNERS - LOURDES INC

 S 12,062,555 GAAP
(51) MERCY SACRED HEART INC

 S 103,563 GAAP
(52) MERCY HEALTH PARTNERS OF SOUTHWEST OHIO

 S 73,458,711 GAAP
(53) COMMUNITY HEALTH PARTNERS REGIONAL MEDICAL CENTER

 S 1,148,011 GAAP
(54) HUMILITY OF MARY HEALTH PARTNERS

 S 42,420,707 GAAP
(55) HUMILTY HOUSE

 S 122,866 GAAP
(56) MERCY FRANCISCAN SENIOR HEALTH & HOUSING

 S 1,841,740 GAAP
(57) COMMUNITY HEALTH PARTNERS REGIONAL HEALTH SYSTEM

 S 15,848,165 GAAP
(58) HEALTHSPAN INTEGRATED CARE

 S 1,115,020 GAAP
(59) HMHP PHYSICIANS ENTERPRISE LLC

 S 2,203,256 GAAP
(60) HEALTHSPAN PHYSICIANS LLC

 S 489,386 GAAP
(61) MERCY LONG TERM CARE INITIATIVES

 A 208,697 GAAP
(62) HEALTHSPAN PARTNERS

 D 301,975,245 GAAP
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
Schedule R (Form 990) 2013
Additional Data


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