Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private
foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
A For the 2014 calendar year, or tax year beginning 01-01-2014 , and ending 12-31-2014
BCheck if applicable:
CName of organization
ST JOSEPH'S HEALTH SYSTEM
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
703 MAIN STREET
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PATERSON, NJ075032621
D Employer identification number

27-1344467
E Telephone number

G Gross receipts $ 754,473,318
F Name and address of principal officer:
KEVIN J SLAVIN
703 MAIN STREET
PATERSON,NJ075032621
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.STJOSEPHSHEALTH.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 MediumBullet5557
K Form of organization:
 
L Year of formation: 1872
M State of legal domicile: NJ
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: SEE SCHEDULE O
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 69
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 59
5 Total number of individuals employed in calendar year 2014 (Part V, line 2a) ...... 5 5,759
6 Total number of volunteers (estimate if necessary) ............. 6 515
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 1,343,267
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 314,917
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 21,665,741 17,932,052
9 Program service revenue (Part VIII, line 2g) ......... 663,535,649 712,319,834
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 4,515,820 8,236,075
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 16,886,779 10,352,039
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 706,603,989 748,840,000
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 97,557 90,092
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) 393,601,458 396,242,895
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet5,723,917    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 297,598,985 310,642,013
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 691,298,000 706,975,000
19 Revenue less expenses. Subtract line 18 from line 12....... 15,305,989 41,865,000
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 700,185,000 769,275,000
21 Total liabilities (Part X, line 26)............. 485,200,000 621,828,000
22 Net assets or fund balances. Subtract line 21 from line 20..... 214,985,000 147,447,000
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 (2014)
Form 990 (2014)
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: SEE SCHEDULE O
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 $ 626,445,616 including grants of $   ) (Revenue $ 716,117,926 )
SEE SCHEDULE O
4b (Code:   ) (Expenses $ 70,104 including grants of $ 70,104 ) (Revenue $   )
SEE SCHEDULE O
4c (Code:   ) (Expenses $ 19,988 including grants of $ 19,988 ) (Revenue $   )
SEE SCHEDULE O
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet626,535,708
Form 990 (2014)
Form 990 (2014)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part IIIClick to see attachment............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
Yes
 
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
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV......... 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 IVClick to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV... Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions) .... Click to see attachment
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............ Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III................... Click to see attachment
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H.... Click to see attachment
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see attachment
20b
Yes
 
Form 990 (2014)
Form 990 (2014)
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 domestic 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 or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, 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 attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I.... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I................... Click to see attachment
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II................ Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV .......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV..................... Click to see attachment
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2... Click to see attachment
35b
 
No
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2014)
Form 990 (2014)
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
396
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
5,759
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: MediumBulletBD
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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
0
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.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?.........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring 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 (2014)
Form 990 (2014)
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
69
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
59
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
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
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
NJ
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletJOANNE DUNAY CORP CONTROLLER

703 MAIN STREET
PATERSON,NJ07503 (973) 754-2000
Form 990 (2014)
Form 990 (2014)
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) WILLIAM A MCDONALD........................................................................
PRESIDENT & CEO
 40.00
.......................2.00 		X   X       2,279,741 0 202,076
(2) ELLEN WALSH........................................................................
TRUSTEE
 2.00
.......................   		X           113,113 0 5,727
(3) KRISTY L ZIONTZ DO FACOEP........................................................................
TRUSTEE
 2.00
.......................   		X           400,849 0 11,847
(4) WILFREDO FERNANDEZ........................................................................
TRUSTEE
 2.00
.......................2.00 		X           0 0 0
(5) REV MSGR GEORGE F HUNDT........................................................................
TRUSTEE
 2.00
.......................2.00 		X           0 0 0
(6) SISTER MARILYN THIE........................................................................
TRUSTEE
 2.00
.......................2.00 		X           0 0 0
(7) ANTHONY LOSARDO MD........................................................................
TRUSTEE
 2.00
.......................2.00 		X           0 0 0
(8) NICHOLAS MARCALUS........................................................................
TRUSTEE
 2.00
.......................2.00 		X           0 0 0
(9) SISTER NOREEN NEARY........................................................................
TRUSTEE
 2.00
.......................2.00 		X           0 0 0
(10) WILLIAM ABAJIAN........................................................................
TRUSTEE
 2.00
.......................2.00 		X           0 0 0
(11) KATHLEEN BOOZANG........................................................................
TRUSTEE
 2.00
.......................2.00 		X           0 0 0
(12) DINO CALLEGARI........................................................................
TRUSTEE
 2.00
.......................2.00 		X           0 0 0
(13) A MICHAEL CANDIDO........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(14) ELIZABETH LIBBY CIAMPO CPA........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(15) KATHRYN P DUVA........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(16) DEAN P EMMOLO........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(17) RONALD J GARNER........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
Form 990 (2014)
Form 990 (2014)
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) DAVID A INFUSINO........................................................................
TRUSTEE THROUGH 2/28/14
 2.00
.......................   		X           0 0 0
(19) RUSSELL D KAMP........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(20) STEVEN M KLOSK........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(21) JOSEPH KONOPINSKI........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(22) GREGORY L LOCKARD........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(23) DINA MANZO........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(24) ROBERT L MARCALUS........................................................................
TRUSTEE THROUGH 8/4/14
 2.00
.......................   		X           0 0 0
(25) GEORGE H MCLOOF JR........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(26) CHARLES T OBRIEN........................................................................
TRUSTEE THROUGH 2/28/14
 2.00
.......................   		X           0 0 0
(27) JAI G PAREKH MD MBA........................................................................
TRUSTEE
 2.00
.......................   		X           79,001 0 0
(28) DOLORES PAVLAK........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(29) THOMAS J SULLIVAN........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(30) LAUREN SZUMITA........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(31) STACEY TSAPATSARIS........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(32) VINCENT TUFARIELLO........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(33) CHRISTOPHER A AGER........................................................................
TRUSTEE THROUGH 1/23/14
 2.00
.......................   		X           0 0 0
(34) ANNEMARIE APPLETON........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(35) RHONDA M BENJAMIN ESQ........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(36) JOSE D ESPINAL MD........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(37) JOYCE GATES........................................................................
TRUSTEE THROUGH 1/23/14
 2.00
.......................   		X           0 0 0
(38) REX GHASSEMI MD........................................................................
TRUSTEE THROUGH 1/23/14
 2.00
.......................   		X           54,500 0 0
(39) DAVID L HUGHES........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(40) ELEANOR IRMIERE........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(41) WILLIAM KOHLMAN........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(42) THOMAS G MARINARO........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(43) DOUGLAS F OLSEN........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(44) MICHAEL J PASQUALE ESQ........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(45) BETH POLITO........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(46) DAVID V RASA MD........................................................................
TRUSTEE
 2.00
.......................   		X           39,000 0 0
(47) ASSEMBLYMAN SCOTT RUMANA ESQ........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(48) TERRY M RYAN........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(49) MOSTAFA SALIMI MD........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(50) MICHAEL L STEINBERG MD........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(51) SHELLI TAGGART........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(52) BERNADETTE TIERNAN SECRETARY........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(53) ROBERT VALENTINE........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(54) HENRY VANDER PLAAT JR........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(55) DAVID INCORVAIA........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(56) COLLEEN ANDORA........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(57) JOHN R CIOLETTI........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(58) SISTER JUNE MORRISSEY SC........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(59) GEORGE OLIPHANT II........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(60) VINCENT R OLTREMARE JR........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(61) JONATHAN MECHALY........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(62) SUSAN REED CPA........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(63) JERRY SPEZIALE........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(64) EMILE DOSS MD........................................................................
TRUSTEE
 2.00
.......................2.00 		X           0 0 0
(65) SR JEANNE AGANS........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(66) SISTER PATRICIA CODEY ESQ........................................................................
TRUSTEE
 2.00
.......................2.00 		X           0 0 0
(67) HARVEY COOPER MD........................................................................
TRUSTEE
 2.00
.......................2.00 		X           11,993 0 0
(68) JOHN J DALTON........................................................................
TRUSTEE
 2.00
.......................2.00 		X           0 0 0
(69) ANNA-LISA DOPIRAK........................................................................
TRUSTEE
 2.00
.......................2.00 		X           0 0 0
(70) JAMES HEALEY........................................................................
TRUSTEE
 2.00
.......................2.00 		X           0 0 0
(71) SISTER JOAN REPKA........................................................................
TRUSTEE
 2.00
.......................2.00 		X           0 0 0
(72) ROBERT PAZ........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(73) AIMAN HAMDAN MD........................................................................
TRUSTEE
 2.00
.......................   		X           224,550 0 0
(74) ANTOINETTE TONI LOYAS........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(75) MARIE BREUSS........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(76) SR MARYANNE CAMPEOTTO........................................................................
VP MISSION
 40.00
.......................2.00 		    X       0 0 326,943
(77) JEFFERY G JOYNER........................................................................
VP OPERATIONS
 40.00
.......................   		    X       375,331 0 18,840
(78) JACK D ROBINSON........................................................................
CHIEF FINANCIAL OFFICER
 40.00
.......................   		    X       829,185 0 9,541
(79) DAVID ALEXANDER........................................................................
CFO AS OF 11/10/14
 40.00
.......................   		    X       178,950 0 1,229
(80) SUSAN SPATT........................................................................
EXECUTIVE DIRECTOR-WAYNE FOUNDATION
 40.00
.......................   		    X       138,209 0 1,960
(81) TIMOTHY P BARR........................................................................
VP DEVELOPMENT
 40.00
.......................   		      X     341,895 0 14,184
(82) MARIA BRENNAN........................................................................
VP PATIENT CARE SERVICE
 40.00
.......................   		      X     395,244 0 15,403
(83) JOHN P BRUNO........................................................................
VP HUMAN RESOURCE
 40.00
.......................   		      X     394,001 0 17,004
(84) FRANCINE KATZ........................................................................
VP GENERAL COUNSELLOR
 40.00
.......................2.00 		      X     507,248 0 15,220
(85) DANIEL KLINE........................................................................
VP ADMINISTRATOR
 40.00
.......................   		      X     392,675 0 6,969
(86) DR JAMES LABAGNARA........................................................................
VP MEDICAL AFFAIRS
 40.00
.......................   		      X     480,225 0 0
(87) HOWARD TEPPER........................................................................
VP PHYSICIAN, AMB CARE
 40.00
.......................   		      X     470,657 0 19,007
(88) JANE TSUI........................................................................
VP ITR
 40.00
.......................   		      X     308,492 0 6,084
(89) JAMES RECORD........................................................................
VP ACAD AFFRS, ASSOC
 40.00
.......................   		      X     339,857 0 15,598
(90) MARK W CONNOLLY MD........................................................................
MEDICAL DR/CHAIRMAN
 40.00
.......................   		        X   1,836,087 0 6,009
(91) ALDO D KHOURY MD........................................................................
MEDICAL DOCTOR
 40.00
.......................   		        X   1,588,833 0 7,035
(92) DAVID L PRINCIPE MD........................................................................
MEDICAL DOCTOR
 40.00
.......................   		        X   1,519,129 0 11,959
(93) KOUROSH ASGARIAN MD........................................................................
MEDICAL DR/CHIEF
 40.00
.......................   		        X   986,747 0 3,584
(94) DIMITRIS ZOUZIAS MD........................................................................
MEDICAL DR/CHIEF
 40.00
.......................   		        X   808,107 0 14,800
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 15,093,619 0 731,019
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet678
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
CARDIOLOGY ASSOCIATES

999 MCBRIDE AVE STE B204
WEST PATERSON,NJ07424 		MEDICAL 4,279,886
HEART & VASCULAR ASSOC

22-18 BROADWAY SUITE 201
FAIR LAWN,NJ07410 		MEDICAL 3,773,365
ADVANCED CARDIOLOGY PRACTICE LLC

246 HAMBURG TURNPIKE
WAYNE,NJ07470 		MEDICAL 3,467,199
MODERN MEDICAL SYSTEMS

170 FINN COURT
FARMINGDALE,NY11735 		REPAIR SERVICES 2,413,219
MEDICAL ASSOCIATES OF NJ LLC

85 HARRISTOWN ROAD
GLEN ROCK,NJ07452 		DIAGNOSTIC SERVICES 2,083,075
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet54
Form 990 (2014)
Form 990 (2014)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c 1,173,390
d Related organizations...1d  
e Government grants (contributions)1e 14,956,785
f All other contributions, gifts, grants, and
similar amounts not included above1f 		1,801,877
g Noncash contributions included in lines
1a-1f:$ 		 
h Total. Add lines 1a-1f.......MediumBullet 17,932,052
Program Service RevenueAmt Business Code
2a NET PATIENT SRVC. REV. 900099 668,946,258 668,946,258    
b PHYSICIANS BILLINGS 900099 41,808,505 41,808,505    
c MEANINGFUL USE 900099 1,565,071 1,565,071    
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 712,319,834
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 8,281,075     8,281,075
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet        
(i) Real (ii) Personal
6a Gross rents 2,872,423  
b Less: rental expenses 1,701,099  
c Rental income or (loss) 1,171,324  
d Net rental income or (loss).......MediumBullet 1,171,324   274,782 896,542
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 2,911,000  
b Less: cost or other basis and sales expenses 2,956,000  
c Gain or (loss) -45,000  
d Net gain or (loss)..........MediumBullet -45,000     -45,000
8a Gross income from fundraising events (not including
$ 1,173,390
of contributions reported on line 1c). See Part IV, line 18 ..
a 376,166
b Less: direct expenses ...b 976,219
c Net income or (loss) from fundraising events..MediumBullet -600,053   -600,053
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a PARKING REVENUE 900099 3,986,177     3,986,177
b CAFETERIA REVENUE 900099 928,014     928,014
c EDUCATIONAL/TRAINING 900099 850,829 850,829    
d All other revenue .... 4,015,748 2,947,263 1,068,485  
e Total. Add lines 11a–11d ...... MediumBullet 9,780,768
12 Total revenue. See Instructions......MediumBullet 748,840,000 716,117,926 1,343,267 13,446,755
Form 990 (2014)
Form 990 (2014)
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 domestic organizations and domestic governments. See Part IV, line 21 .... 70,104 70,104
2 Grants and other assistance to domestic individuals. See Part IV, line 22 .... 19,988 19,988
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 ............    
4 Benefits paid to or for members ....    
5 Compensation of current officers, directors, trustees, and key employees .... 7,922,756 7,021,309 837,302 64,145
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages .... 322,945,072 287,756,346 34,393,495 795,231
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 15,938,416 14,245,756 1,692,660  
9 Other employee benefits ....... 27,614,238 24,450,182 2,955,836 208,220
10 Payroll taxes ........... 21,822,413 19,504,873 2,317,540  
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 6,106,836 5,458,290 648,546  
c Accounting ........... 564,600 488,551 59,849 16,200
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 2,353   235 2,118
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) .... 1,357,493 1,213,327 144,166  
12 Advertising and promotion .... 742,786 663,902 78,884  
13 Office expenses ....... 97,563,703 87,341,241 10,222,462  
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 9,076,660 8,112,719 963,941  
17 Travel ............ 401,735 359,071 42,664  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings ....        
20 Interest ........... 18,318,439 16,503,647 1,814,792  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 36,689,968 32,964,369 3,725,599  
23 Insurance .............. 7,630,448 6,820,094 810,354  
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 OUTSIDE SERVICES 80,412,598 70,812,795 8,532,465 1,067,338
b PHYSICIAN FEES 28,480,312 25,455,703 3,024,609 0
c REAL ESTATE EXPENSES 6,144,312 5,491,786 652,526 0
d EQUIP. RENTAL & MAINT. 5,366,019 4,796,148 569,871 0
e All other expenses 11,783,751 6,985,507 1,227,579 3,570,665
25 Total functional expenses. Add lines 1 through 24e 706,975,000 626,535,708 74,715,375 5,723,917
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2014)
Form 990 (2014)
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 ............. 6,845,771 1 4,951,890
2 Savings and temporary cash investments ......... 124,067,362 2 134,291,799
3 Pledges and grants receivable, net ........... 14,664,000 3 18,758,000
4 Accounts receivable, net ............. 64,001,000 4 75,118,000
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net ............. 1,513,000 7 9,726,915
8 Inventories for sale or use .............. 7,614,000 8 7,904,000
9 Prepaid expenses and deferred charges .......... 2,897,000 9 3,472,000
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 731,134,188
b Less: accumulated depreciation ..... 10b 391,604,188 340,202,000 10c 339,530,000
11 Investments—publicly traded securities .......... 18,035,954 11 18,986,607
12 Investments—other securities. See Part IV, line 11 ..... 70,817,724 12 112,853,514
13 Investments—program-related. See Part IV, line 11 .....   13  
14 Intangible assets ...............   14 2,360,890
15 Other assets. See Part IV, line 11 ........... 49,527,189 15 41,321,385
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 700,185,000 16 769,275,000
Liabilities 17 Accounts payable and accrued expenses ......... 96,392,000 17 115,453,000
18 Grants payable .................   18  
19 Deferred revenue ................ 162,000 19 398,000
20 Tax-exempt bond liabilities ............. 260,886,000 20 259,593,000
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 127,760,000 25 246,384,000
26 Total liabilities. Add lines 17 through 25......... 485,200,000 26 621,828,000
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 .............. 189,335,000 27 123,333,000
28 Temporarily restricted net assets ........... 22,317,000 28 20,827,000
29 Permanently restricted net assets ........... 3,333,000 29 3,287,000
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 ........... 214,985,000 33 147,447,000
34 Total liabilities and net assets/fund balances ........ 700,185,000 34 769,275,000
Form 990 (2014)
Form 990 (2014)
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
748,840,000
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
706,975,000
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
41,865,000
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
214,985,000
5
Net unrealized gains (losses) on investments ...............
5
-728,000
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-108,675,000
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
147,447,000
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
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2014)
Form 990 (2014)
Page 13
Form 990, Special Condition Description:
Special Condition Description
Form 990 (2014)
Form 990 (2014)
Page 14
Additional Data


Software ID:  
Software Version:  
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
ST JOSEPH'S HEALTH SYSTEM
 
Employer identification number

27-1344467
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
a
b
c
d
e
f
Enter the number of supported organizations .............................  
g
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 listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total    

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
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) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (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) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (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 VI.)..            
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 section 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) 2014
Schedule A (Form 990 or 990-EZ) 2014
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) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (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) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (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 VI.) ..            
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) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations....
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed, (ii) the reasons for each such action, (iii) the authority under the organization's organizing document authorizing such action, and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (a) its supported organizations; (b) individuals that are part of the charitable class benefited by one or more of its supported organizations; or (c) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in IRC 4958(c)(3)(C)), a family member of a substantial contributor, or a 35-percent controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part II of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9(a)) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9(a)) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of IRC 4943 because of IRC 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 5
Part IV
Supporting Organizations (continued)

Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (1) a written notice describing the type and amount of support provided during the prior tax year, (2) a copy of the Form 990 that was most recently filed as of the date of notification, and (3) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 6
Part V – Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

1.   Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970. See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    

Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors (explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    

Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7   Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 7
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		  
9 Distributable amount for 2014 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  

Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2014 		(iii)
Distributable
Amount for 2014
1 Distributable amount for 2014 from Section C, line
6 		 
2 Underdistributions, if any, for years prior to 2014
(reasonable cause required--see instructions)		  
3 Excess distributions carryover, if any, to 2014:
a From 2009.......X
b From 2010.......X
c From 2011.......X
d From 2012.......X
e From 2013.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2014 distributable amount  
i Carryover from 2009 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2014 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2014 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2014, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)		  
6 Remaining underdistributions for 2014. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)		  
7 Excess distributions carryover to 2015. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a From 2010.......X
b From 2011.......X
c From 2012.......X
d From 2013.......  
e From 2014.......  
Schedule A (Form 990 or 990-EZ) (2014)
Schedule A (Form 990 or 990-EZ) 2014
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2014

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Name of the organization
ST JOSEPH'S HEALTH SYSTEM
 
Employer identification number

27-1344467
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 2
Name of organization
ST JOSEPH'S HEALTH SYSTEM
  		Employer identification number

27-1344467
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 

   
 
 
  ,    

$RESTRICTED


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 3
Name of organization
ST JOSEPH'S HEALTH SYSTEM
  		Employer identification number

27-1344467
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 4
Name of organization
ST JOSEPH'S HEALTH SYSTEM
  		Employer identification number

27-1344467
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Additional Data


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

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

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd Bullet Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
ST JOSEPH'S HEALTH SYSTEM
 
Employer identification number

27-1344467
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) 2014

Schedule C (Form 990 or 990-EZ) 2014
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 separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2011 (b) 2012 (c) 2013 (d) 2014 (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) 2014


Schedule C (Form 990 or 990-EZ) 2014
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
 
No
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
 
No
 
e
Publications, or published or broadcast statements? .......................
 
No
 
f
Grants to other organizations for lobbying purposes? .......................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
 
No
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? ..........................
Yes
 
72,000
j
Total. Add lines 1c through 1i ...............................
72,000
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, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
PART II-B, LINE 1: THE HOSPITAL DOES NOT CONDUCT ANY DIRECT LOBYING ACTIVITIES; HOWEVER, THE HOSPITAL HAS HIRED AN INDEPENDENT CONSULTING FIRM, PUBLIC STRATEGIES IMPACT, LLC TO PURSUE LEGISLATIVE ENDEAVORS ON BEHALF OF THE HOSPITAL. IN 2014, THE HOSPITAL PAID THE CONSULTING FIRM $72,000 FOR ITS EFFORTS.
Schedule C (Form 990 or 990EZ) 2014

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
ST JOSEPH'S HEALTH SYSTEM
 
Employer identification number

27-1344467
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 value of contributions to (during year)    
3 Aggregate value of 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)
Revenue 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
Revenue 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) 2014

Schedule D (Form 990) 2014
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, for escrow or custodial account liability?
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 .................   11,782,593 11,782,593
b Buildings ................   438,170,705 200,973,308 237,197,397
c Leasehold improvements ............   17,466,790 11,823,656 5,643,134
d Equipment ................   263,714,100 178,807,224 84,906,876
e Other .................        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 339,530,000
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A) MUNICIPAL BONDSMUNICIPAL BONDS 		1,034,553 F

(B) MORTGAGED BACKED 		500,490 F

(C) CORPORATE OBLIGATIONS 		109,352,277 F

(D) MUTUAL FUNDS BONDS 		1,966,194 F





Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 112,853,514
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) DEFERRED FINANCING COSTS 8,876,151
(2) INVESTMENT IN JOINT VENTURES 24,806,925
(3) SECURITY DEPOSITS 306,695
(4) OTHER ASSETS 4,404,614
(5) INTEREST IN ASSETS HELD BY RELATED ORGANIZATION 2,927,000




Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 41,321,385
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  
ESTIMATED THIRD PARTY PAYER SETTLEMENTS 20,569,000
ACCRUED PENSION LIABILITY 215,243,000
ACCRUED MALPRACTICE INSURANCE 5,704,000
OTHER LONG TERM DEBT 4,868,000





Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 246,384,000
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) 2014

Schedule D (Form 990) 2014
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 (losses) 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 (Form 990) 2014

Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
ST JOSEPH'S HEALTH SYSTEM
 
Employer identification number

27-1344467
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 & THE CARIBBEAN     PROGRAM SERVICES CAPTIVE INSURANCE 4,550,000
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 0 0 4,550,000
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 4,550,000
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2014
Schedule F (Form 990) 2014
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)		 (a)(c) Region (b)(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) 2014
Schedule F (Form 990) 2014Page 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) 2014
Schedule F (Form 990) 2014
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; do not file with Form 990)............................
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; do not file with Form 990).....................................
Schedule F (Form 990) 2014
Schedule F (Form 990) 2014
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
PART I, LINE 2: AT MARCH 1, 2014, THE COMPANY'S POLICIES OF INSURANCE AND REINSURANCE WERE RENEWED ON THE SAME BASIS AS EXPIRING. UNDER THE MEDICAL PROFESSIONAL LIABILITY AND GENERAL LIABILITY COVERAGE, THE COMPANY PROVIDES ITS PARENT WITH $45 MILLION PER OCCURRENCE AND IN THE AGGREGATE OF COVER, EXCESS OF A RETAINED $5 MILLION PER CLAIM, $20 MILLION IN THE AGGREGATE. THE COMPANY HAS FULLY REINSURED THE $45 MILLION EXCESS OF THE RETENTION IN THE MARKET.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2014
Additional Data


Software ID:  
Software Version:  



SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
ST JOSEPH'S HEALTH SYSTEM
 
Employer identification number

27-1344467
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17. Form 990-EZ
filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
             
             
             
             
             
             
             
             
             
             
Total .................right arrow      
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2014
Schedule G (Form 990 or 990-EZ) 2014
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
(a) Event #1

CHARITY BALL
(event type) 		(b) Event #2

GOLF OUTING
(event type) 		(c) Other events

2
(total number) 		(d) Total events
(add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 848,990 467,700 232,866 1,549,556
2 Less: Contributions . . 660,690 337,275 175,425 1,173,390
3 Gross income (line 1
minus line 2) . . . 		188,300 130,425 57,441 376,166
VerticalDirectExpenses 4 Cash prizes . . .   4,325   4,325
5 Noncash prizes . .   2,500   2,500
6 Rent/facility costs . .   0    
7 Food and beverages . 399,454 85,348 39,069 523,871
8 Entertainment . . . 59,200   7,325 66,525
9 Other direct expenses . 201,374 110,856 66,768 378,998
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 976,219
11 Net income summary. Subtract line 10 from line 3, column (d)........... right arrow -600,053
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
%
%
%
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Subtract line 7 from line 1, column (d) ......... right arrow  
9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct gaming activities in each of these states? ............
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2014
Schedule G (Form 990 or 990-EZ) 2014
Page 3
11
Does the organization conduct gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ..........................
13
Indicate the percentage of gaming activities conducted in:
a
The organization's facility ......................
13a
%
b
An outside facility ........................
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $  
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information (see instructions).
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2014
Additional Data


Software ID:  
Software Version:  
SCHEDULE H (Form 990)
Department of the TreasuryInternal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, question 20.
MediumBullet Attach to Form 990.
MediumBullet Information about Schedule H (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
ST JOSEPH'S HEALTH SYSTEM
 
Employer identification number

27-1344467
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a ...
1a
Yes
 
b
If "Yes," was it a written policy? .......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
%
b
Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate
which of the following was the family income limit for eligibility for discounted care: .........
3b
Yes
 
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? ..............

4

Yes

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

5a

 

No
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? ......
5b
 
 
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? ..............
5c
 
 
6a
Did the organization prepare a community benefit report during the tax year? ..........
6a
 
No
b
If "Yes," did the organization make it available to the public? ..............
6b
 
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
 (a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) .. 		           
b Medicaid (from Worksheet 3,
column a) .... 		    200,077,563 169,846,722 30,230,841 4.280 %
c Costs of other means-tested
government programs (from
Worksheet 3, column b) . 		           
d Total Financial Assistance
and Means-Tested
Government Programs . 		    200,077,563 169,846,722 30,230,841 4.280 %
Other Benefits
 18 112,519 5,403,664 3,522,365 1,881,299 0.270 %
e Community health
improvement services and
community benefit operations
(from Worksheet 4) ..
f Health professions education
(from Worksheet 5) .. 		4 1,060 37,489,804 17,496,563 19,993,241 2.830 %
g Subsidized health services
(from Worksheet 6) .. 		19 43,727 87,174,222 60,565,832 26,608,390 3.760 %
h Research (from Worksheet 7) 4 33 811,593 17,109 794,484 0.110 %
i Cash and in-kind
contributions for community
benefit (from Worksheet 8) 		           
j Total. Other Benefits .. 45 157,339 130,879,283 81,601,869 49,277,414 6.970 %
k Total. Add lines 7d and 7j . 45 157,339 330,956,846 251,448,591 79,508,255 11.250 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue 		(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing            
2 Economic development            
3 Community support            
4 Environmental improvements            
5 Leadership development and training for community members            
6 Coalition building     49,650   49,650 0.010 %
7 Community health improvement advocacy     36,400   36,400 0.010 %
8 Workforce development            
9 Other            
10 Total     86,050   86,050 0.020 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
82,150,000
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
58,798,000
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
216,008,065
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
232,491,041
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-16,482,976
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI.......................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(a) Name of entity (b) Description of primary
activity of entity 		(c) Organization's
profit % or stock
ownership % 		(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership % 		(e) Physicians'
profit % or stock
ownership %
11 ST JOSEPH'S REGIONAL CARDIOLOGY
  		CATH LAB MANAGER 51.000 %   49.000 %
22 SJWH CARDIOLOGY LLC
  		CATH LAB MANAGER 51.000 %   49.000 %
33 BLUE MOON PROPERTIES LLC
  		RADIOLOGY MANAGER 51.000 %   49.000 %
44 ST JOSEPH'S ENDOSCOPY CENTER
  		SURGERY CENTER INVESTMENT GROUP 56.000 %   44.000 %
55 WAYNE VALLEY IMAGING LLC
  		RADIOLOGY MANAGER 50.000 %   50.000 %
66 ST JOSEPH'S SURGERY MANAGEMENT ASSOCIATES LLC
  		SURGERY CENTER MANAGER 63.160 %   36.840 %
77 ST JOSEPH'S AMBULATORY SURGICAL
  		SURGERY CENTER MANAGER 51.000 %   49.000 %
88 SOVEREIGN ONCOLOGY OF WAYNE LLC
  		LINEAR ACCELERATOR 50.000 %   50.000 %
9
10
11
12
13
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest—see instructions)
How many hospital facilities did the organization operate during the tax year?2
Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility) 		Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital ResearchGrp Facility ER-24Hours ER-Other Other (describe) Facility reporting group
1 ST JOSEPH'S HOSPITAL & MEDICAL CENTER
703 MAIN STREET
PATERSON,NJ07503
WWW.STJOSEPHSHEALTH.ORG
STATE LICENSE # 11605 		X X X X   X X     A
2 ST JOSEPH'S WAYNE HOSPITAL
225 HAMBURG TURNPIKE
WAYNE,NJ07070
WWW.STJOSEPHSHEALTH.ORG
STATE LICENSE # 11603 		X X   X     X     A
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
FACILITY REPORTING GROUP - A
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A): 		 
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a State as a hospital facility in the current tax year or the immediately preceding tax year?....................... 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C.......... 2   No
3 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12.................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 13
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C................................ 6a   No
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public? .............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ............. 		8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 13
10 Is the hospital facility's most recently adopted implementation strategy posted on a website? ........ 10 Yes  
a If "Yes" (list url): HTTPS://WWW.STJOSEPHSHEALTH.ORG
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b   No
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)? ........................... 12a   No
b If "Yes" to line 12a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 12b    
c If "Yes" to line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

FACILITY REPORTING GROUP - A
Name of hospital facility or letter of facility reporting group  
Yes No
Financial Assistance Policy (FAP)
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Included measures to publicize the policy within the community served by the hospital facility?....... 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
h
i
Billing and Collections
17 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon non-payment?.................................. 17 Yes  
18 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

FACILITY REPORTING GROUP - A
Name of hospital facility or letter of facility reporting group  
Yes No
19 Did the hospital facility or other authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?......... 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 18. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?................ 21 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
22 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
23 During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ................................ 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16i, 18d, 19d, 20e, 21c, 21d, 22d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference Explanation
PART V, SECTION B FACILITY REPORTING GROUP A
FACILITY REPORTING GROUP A CONSISTS OF: - FACILITY 1: ST. JOSEPH'S HOSPITAL & MEDICAL CENTER, - FACILITY 2: ST. JOSEPH'S WAYNE HOSPITAL
FACILITY REPORTING GROUP - A PART V, SECTION B, LINE 5: IN ASSESSING OUR COMMUNITY'S HEALTH NEEDS, ST. JOSEPH'S HEALTHCARE SYSTEM TOOK INTO ACCOUNT INPUT FROM PERSONS WHO REPRESENTED BROAD INTERESTS OF ITS COMMUNITY. COMMUNITY INPUT IS ROUTINELY GATHERED TROUGH THE INVOLVEMENT OF PHYSICIANS AND STAFF WHO PARTICIPATE IN VARIOUS COMMUNITY COUNCILS, COMMITTEES, AND PUBLIC HEALTH ORGANIZATIONS. THROUGH THEIR ACTIVE INVOLVEMENT IN OUTSIDE ORGANIZATIONS, THESE INDIVIDUALS WORK WITH THE SYSTEM TO SHAPE THE SERVICES AND PROGRAMS OFFERED BY THE HOSPITAL. SPECIFIC INDIVIDUALS SJHS CONSULTED WITH INCLUDE: KEN MORRIS (CITY OF PATERSON, COUNCILMAN), MARIE REGER (EXECUTIVE DIRECTOR, EVA'S VILLAGE), DIANE SILBERNAGEL (EXECUTIVE DIRECTOR, CATHOLIC FAMILY & COMMUNITY SERVICES), DR. JAMES PRUDEN (MEDICAL DIRECTOR, PASSAIC COUNTY DEPARTMENT OF HEALTH), GAIL GORDON (HOME HEALTH), DEBORAH BROWN(PRESIDENT & CEO, AMERICAN LUNG ASSOCIATION IN NJ), TREVOR WEIGLE (HEALTH OFFICER, CITY OF PATERSON), MAUREEN MCKEE (DIRECTOR, NJ COUNCIL OF TEACHING HOSPITALS), FRAN GALLAGHER (EXECUTIVE DIRECTOR, NJ AMERICAN ACADEMY OF PEDIATRICS), LISA JONES (ASTHMA COORDINATOR, NJ DEPARTMENT OF HEALTH), AND AMY CECONI (PROGRAM DIRECTOR, BERGEN COMMUNITY COLLEGE).
FACILITY REPORTING GROUP - A PART V, SECTION B, LINE 11: IN ST. JOSEPH'S 2013 COMMUNITY HEALTH NEEDS ASSESSMENT, THE FOLLOWING NEEDS WERE PRIORITIZED: CHILDHOOD OBESITY, HIV/ AIDS SERVICES, ASTHMA CARE, AND CARDIAC SERVICES. IN 2014, THE HEALTHCARE SYSTEM PRIORITIZED PROGRAMS IN THESE AREAS AND ACHIEVED THE FOLLOWING ACCOMPLISHMENTS, BY PROGRAM. CHILDHOOD OBESITY: DURING THE 2014-2015 ACADEMIC YEAR, 650 STUDENTS WERE ENROLLED IN A SCHOOL-BASED WELLNESS PROGRAM. THIS PROGRAM EDUCATES STUDENTS ON HEALTHY EATING, WHILE INCORPORATING A FUN FITNESS ROUTINE. SINCE THIS PROGRAM STARTED IN 2013, 1,000 STUDENTS HAVE BEEN ENROLLED. HIV/ AIDS SERVICES: ST. JOSEPH'S COMPREHENSIVE CARE CLINIC TREATS PATIENTS WITH HIV/ AIDS. IN 2014, THE CLINIC TREATED 1,204 PATIENTS FOR A TOTAL OF 8,260 VISITS. DURING 2014, THE HEALTHCARE SYSTEM PERFORMED 4,123 SCREENINGS, WHICH IS A 13% INCREASE OVER THE NUMBER OF SCREENINGS CONDUCTED IN 2013. ASTHMA CARE: TO ENHANCE ASTHMA CARE IN OUR COMMUNITY IN 2014, ST. JOSEPH'S HELD ONGOING PATIENT AND PROVIDER EDUCATION SESSIONS CONDUCTED BY PHYSICIANS AND CERTIFIED ASTHMA EDUCATORS. THE NEEDS ASSESSMENT INDICATED THAT THERE WAS A LACK OF SMOKING CESSATION PROGRAMS IN THE COMMUNITY; ST. JOSEPH'S INITIATED A PROGRAM OPEN TO ALL COMMUNITY MEMBERS IN 2014. CARDIAC SERVICES: TO HELP FACILITATE AND NAVIGATE THE COMPLEX CARE REQUIRED FOR CONGESTIVE HEART FAILURE PATIENTS, ST. JOSEPH'S HIRED A NURSE NAVIGATOR. THE NURSE NAVIGATOR, PHYSICIANS, AND CARE MANAGEMENT TEAM WORK COLLABORATIVELY TO IMPROVE PATIENT EDUCATION COORDINATE CARE.
FACILITY REPORTING GROUP - A PART V, SECTION B, LINE 16A WEBSITE: HTTPS://WWW.STJOSEPHSHEALTH.ORG
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?18
Name and address Type of Facility (describe)
1 ST VINCENT'S NURSING HOME
315 EAST LINDSLEY ROAD
CEDAR GROVE,NJ07009 		NURSING HOME
2 ST JOSEPHS PHYSICIANS HEALTHCARE GROUP
703 MAIN STREET
PATERSON,NJ07503 		FACULTY PRACTICE
3 ST JOSEPHS HEALTHCARE INC
703 MAIN STREET
PATERSON,NJ07503 		FACULTY PRACTICE
4 ST JOSEPH'S AMBULATORY IMAGINING CARL
630 BROAD STREET
CARLSTADT,NJ07072 		OUTPATIENT
5 AMBULATORY IMAGING CENTER
1135 BROAD STREET
CLIFTON,NJ07013 		OUTPATIENT
6 ST JOSEPH'S UNIVERSITY IMAGING
246 HAMBURG TURNPIKE
WAYNE,NJ07470 		OUTPATIENT
7 CARDIO VASCULAR CENTER - WAYNE
246 HAMBURG TURNPIKE
WAYNE,NJ07470 		OUTPATIENT
8 CARDIO VASCULAR CENTER - WOODLAND PARK
999 MCBRIDE AVENUE SUITE 204
WOODLAND PARK,NJ07424 		OUTPATIENT
9 CARDIO VASCULAR CENTER - NUTLEY
181 FRANKLIN AVENUE SUITE 301
NUTLEY,NJ07110 		OUTPATIENT
10 FRANK X GRAVES FAMILY HEALTH CENTER
11 GETTY AVENUE 275
PATERSON,NJ07501 		OUTPATIENT
11 ST JOSEPH'S FAMILY MEDICINE AT CLIFTON
1135 BROAD STREET SUITE 201
CLIFTON,NJ07013 		OUTPATIENT
12 DEPAUL AMBULATORY CENTER
11 GETTY AVENUE 275
PATERSON,NJ07503 		OUTPATIENT
13 COMPREHENSIVE CARE CENTER FOR HIV SERVIC
11 GETTY AVENUE 275
PATERSON,NJ07503 		OUTPATIENT
14 GREAT FALLS PEDIATRICS
11 GETTY AVENUE 275
PATERSON,NJ07503 		OUTPATIENT
15 HARBOR HOUSE PARTIAL HOSPITALIZATION PRO
645 MAIN STREET
PATERSON,NJ07503 		OUTPATIENT
16 OUTPATIENT MENTAL HEALTH CLINIC
56 HAMILTON STREET
PATERSON,NJ07505 		OUTPATIENT
17 ACCESS PROGRAM (DEAF & HARD OF HEARING)
60 HAMILTON STREET
PATERSON,NJ07503 		OUTPATIENT
18 PEDIATRIC SUBSPECIALTY FACULTY PRACTICE
11 GETTY AVENUE
PATERSON,NJ07503 		OUTPATIENT
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VI
Supplemental Information
Provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Form and Line Reference Explanation
PART I, LINE 7G: CONSISTENT WITH THE MISSION OF PROVIDING QUALITY HEALTHCARE WITH A SPECIAL CONCERN FOR THE POOR AND UNDERSERVED, ST. JOSEPH'S HEALTHCARE SYSTEM OPERATES PRIMARY CARE AND SPECIALTY CLINICS, AND HOSTS A PLETHORA OF PROGRAMS AIMED AT IMPROVING THE HEALTH OF THE COMMUNITY. THE SUBSIDIZED HEALTH SERVICES DOCUMENTED IN THIS FILING INCLUDE: OUTPATIENT ADULT AND PEDIATRIC PRIMARY CARE CLINICS, DENTAL CLINIC, ADULT AND PEDIATRIC SUB-SPECIALTY SERVICES, COMPREHENSIVE CARE CENTER FOR PERSONS AFFECTED BY HIV/AIDS, AND WIC. ADDITIONALLY, A NUMBER OF MENTAL HEALTH SERVICES ARE SUBSIDIZED INCLUDING HARBOR HOUSE, THE MENTAL HEALTH CLINIC, ACCESS PROGRAM (FOR DEAR/ HARD OF HEARING MENTAL HEALTH SERVICES), FAMILY PRESERVATION SERVICES, THE MICA PROGRAM, RIGHT STEP, AND HARBORSIDE APARTMENTS.
PART III, LINE 2: THE AMOUNT REPORTED IS THE BAD DEBT EXPENSE AS NOTED PER CONSOLIDATED AUDITED FINANCIAL STATEMENTS.
PART III, LINE 3: AS NOTED IN THE BAD DEBT FOOTNOTE, THE SYSTEM'S ALLOWANCE FOR DOUBTFUL ACCOUNTS FOR SELF-PAY PATIENTS INCREASED FROM 74.1% OF SELF-PAY ACCOUNTS RECEIVABLE AT DECEMBER 31, 2013 TO 78.26% OF SELF-PAY ACCOUNTS RECEIVABLE AT DECEMBER 31, 2014. THIS METHODOLOGY WAS USED TO ATTRIBUTE THE ORGANIZATION'S BAD DEBT EXPENSE TO $58,798,000.
PART III, LINE 4: THE FOLLOWING IS THE TEXT OF THE FOOTNOTE ON THE ST. JOSEPH'S HEALTHCARE SYSTEM FINANCIAL STATEMENT REGARDING BAD DEBT. PATIENT ACCOUNTS RECEIVABLE ARE REDUCED BY AN ALLOWANCE FOR DOUBTFUL ACCOUNTS. IN EVALUATING THE COLLECTABILITY OF ACCOUNTS RECEIVABLE, THE SYSTEM ANALYZES ITS PAST HISTORY AND IDENTIFIES TRENDS FOR EACH OF ITS MAJOR PAYER SOURCES OF REVENUE TO ESTIMATE THE APPROPRIATE ALLOWANCE FOR DOUBTFUL ACCOUNTS AND PROVISION FOR BAD DEBTS. MANAGEMENT REGULARLY REVIEWS DATA ABOUT THESE MAJOR PAYER SOURCES OF REVENUE IN EVALUATING THE SUFFICIENCY OF THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. FOR RECEIVABLES ASSOCIATED WITH SERVICES PROVIDED TO PATIENTS WHO HAVE THIRD-PARTY COVERAGE, THE SYSTEM ANALYZES CONTRACTUALLY DUE AMOUNTS AND PROVIDES AN ALLOWANCE FOR DOUBTFUL ACCOUNTS AND A PROVISION FOR BAD DEBTS, IF NECESSARY. FOR RECEIVABLES ASSOCIATED WITH SELF-PAY PATIENTS, THE SYSTEM RECORDS A SIGNIFICANT PROVISION FOR BAD DEBTS IN THE PERIOD OF SERVICE ON THE BASIS OF ITS PAST EXPERIENCE, WHICH INDICATES THAT MANY PATIENTS ARE UNABLE OR UNWILLING TO PAY THE PORTION OF THEIR BILL FOR WHICH THEY ARE FINANCIALLY RESPONSIBLE. THE DIFFERENCE BETWEEN THE STANDARD RATES AND THE AMOUNTS ACTUALLY COLLECTED AFTER ALL REASONABLE COLLECTION EFFORTS HAVE BEEN EXHAUSTED IS CHARGED OFF AGAINST THE ALLOWANCE FOR DOUBTFUL ACCOUNTS.THE SYSTEM'S ALLOWANCE FOR DOUBTFUL ACCOUNTS FOR SELF-PAY PATIENTS INCREASED FROM 74.1% OF SELF-PAY ACCOUNTS RECEIVABLE AT DECEMBER 31, 2013, TO 78.26% OF SELF-PAY ACCOUNTS RECEIVABLE AT DECEMBER 31, 2014. IN ADDITION, THE SYSTEM'S SELF-PAY WRITE-OFFS NET OF RECOVERIES DECREASED $9.5 MILLION FROM $83.1 MILLION FOR FISCAL YEAR 2013 TO $73.6 MILLION FOR FISCAL YEAR 2014. THE SYSTEM HAS NOT CHANGED ITS CHARITY CARE OR UNINSURED DISCOUNT POLICIES DURING FISCAL YEARS 2014 OR 2013. THE SYSTEM MAINTAINS RESERVES FOR ALLOWANCES FOR DOUBTFUL ACCOUNTS FROM THIRD-PARTY PAYERS AND RESERVES FOR BAD DEBT EXPENSE BASED ON PAYMENT EXPERIENCE. THE SYSTEM RECOGNIZES PATIENT SERVICE REVENUE ASSOCIATED WITH SERVICES PROVIDED TO PATIENTS WHO HAVE THIRD-PARTY PAYER COVERAGE ON THE BASIS OF CONTRACTUAL RATES FOR THE SERVICES RENDERED. FOR UNINSURED PATIENTS THAT DO NOT QUALIFY FOR CHARITY CARE, THE SYSTEM RECOGNIZES REVENUE ON THE BASIS OF ITS STANDARD RATES FOR SERVICES PROVIDED (OR ON THE BASIS OF DISCOUNTED RATES, IF NEGOTIATED OR PROVIDED BY POLICY).
PART III, LINE 8: ST. JOSEPH'S IS COMMITTED TO PROVIDING QUALITY HEALTHCARE TO ALL PATIENTS. THIS COST OF CARE TO OUR MEDICARE POPULATION RESULTED IN A LOSS. THE SERVICES PROVIDED INCLUDED PRIMARY CARE, EMERGENCY CARE, DENTAL SERVICES, AND SUB-SPECIALTY CARE. ALL OF WHICH ARE CONSIDERED A COMMUNITY BENEFIT.
PART III, LINE 9B: WHEN A PATIENT IS KNOWN TO QUALIFY AND APPROVED FOR FINANCIAL ASSISTANCE, A SPECIFIC INSURANCE CODE IS ASSIGNED. THESE BILLS ARE ELECTRONICALLY TRANSMITTED TO THE MEDICAID FISCAL INTERMEDIARY. THE INTERMEDIARY PRICES AND PROCESSES THE CLAIMS. PATIENTS THAT WERE APPROVED FOR 100% ASSISTANCE, AND MADE A PAYMENT WILL BE CREDITED. SIMILARLY, A PATIENT THAT IS APPROVED FOR THE SLIDING SCALE THAT OVERPAID, WILL BE CREDITED.
PART VI, LINE 2: ST. JOSEPH'S HEALTHCARE SYSTEM CONDUCTED THIS ASSESSMENT BY SURVEYING THE COMMUNITY THROUGH AN INDEPENDENT RESEARCH FIRM, GATHERING INFORMATION FROM KEY COMMUNITY STAKEHOLDERS, AND THROUGH ANALYSIS OF PUBLICLY AVAILABLE DATA. THE RESEARCH FIRM UTILIZED BY ST. JOSEPH'S IS THE NATIONAL RESEARCH CORPORATION (NRC). NRC SURVEYS THE COMMUNITY THROUGH INTERNET QUESTIONNAIRES. IN ADDITION TO GATHERING DATA ON THE ST. JOSEPH'S COMMUNITY, NRC COMPILES STATISTICS NATIONWIDE. THIS ALLOWS US TO ANALYZE COMPARATIVE DATA AND MAKE INFORMED DECISIONS TO BEST IMPLEMENT EFFECTIVE INTERVENTIONS.
PART VI, LINE 3: FINANCIAL ASSISTANCE INFORMATION IS POSTED IN FOUR LANGUAGES, IN EACH OF THE PATIENT REGISTRATION AREAS. PATIENTS HAVE THE OPPORTUNITY TO SCHEDULE AN APPOINTMENT WITH A FINANCIAL COUNSELOR TO DISCUSS AND APPLY FOR FINANCIAL ASSISTANCE.
PART VI, LINE 4: RICH IN HISTORY, ST. JOSEPH'S HEALTHCARE SYSTEM HAS EVOLVED FROM HUMBLE BEGINNINGS. IN 1867, THE SISTERS OF CHARITY OF SAINT ELIZABETH OPENED ST. JOSEPH'S HOSPITAL ON CHURCH STREET IN PATERSON WITH ONLY 12 BEDS TO CARE FOR THE SICK AND THE POOR OF THE AREA, PARTICULARLY THOSE FROM THE LOCAL MILLS AND FACTORIES. THIRTY YEARS LATER, IN 1898, ST. JOSEPH'S REPORTED TREATING 1,559 PATIENTS AND DELIVERING 52 BABIES AND IN 1900, 300 OPERATIONS WERE PERFORMED.SINCE THEN, ST. JOSEPH'S HEALTHCARE SYSTEM GREW IN SIZE AND CUSTOMER SERVICE WITH MAJOR BUILDING EXPANSION PROJECTS AND ADVANCEMENTS IN TECHNOLOGY. TODAY, ST. JOSEPH'S CONTINUES TO SERVE THE COMMUNITY AS THE PRINCIPAL PROVIDER OF HEALTHCARE FOR PASSAIC COUNTY. IN LINE WITH THE MISSION, SJHS RENDERS QUALITY SERVICE TO ALL WHO COME TO OUR DOOR. IN LIGHT OF THIS, MANY SERVICES CONTINUE TO DEVELOP AND SHOW GREAT PROMISE FOR THE CARE OF THOUSANDS OF PATIENTS EACH YEAR. AS THE REGION'S STATE DESIGNATED TRAUMA SERVICE, CARDIOVASCULAR AND PERINATAL CENTER, SJHS PROVIDES LIFESAVING TREATMENTS TO ALL WHO COME DIRECTLY AS WELL AS PROVIDING A HIGHER LEVEL OF CARE FOR PATIENTS TRANSFERRED FROM AREA HOSPITALS AND FACILITIES. IN 2014, ST. JOSEPH'S HEALTHCARE SYSTEM ADMITTED OVER 36,000 PATIENTS, PROVIDED OVER 1.6 MILLION OUTPATIENT VISITS, AND SAW 182,765 PATIENTS IN OUR EMERGENCY DEPARTMENTS. ST. JOSEPH'S HEALTHCARE SYSTEM SERVES 49 MUNICIPALITIES LOCATED IN PASSAIC, NORTHERN ESSEX, EASTERN MORRIS, AND SOUTHERN BERGEN COUNTIES. OUR PRIMARY SERVICE AREA (PSA) IS DEFINED AS THE SOUTHERN HALF OF PASSAIC COUNTY INCLUDING THE CITIES OF PATERSON, CLIFTON, PASSAIC AND WAYNE AND THEIR IMMEDIATE SURROUNDING MUNICIPALITIES OF HAWTHORNE, HALEDON, LITTLE FALLS, AND TOTOWA. FOR THE PURPOSES OF DATA COMPARISON AND GENERAL COMMUNITY DESCRIPTION, PASSAIC COUNTY, NEW JERSEY WILL BE UTILIZED TO DEFINE ST. JOSEPH'S REGIONAL MEDICAL CENTER'S COMMUNITY.SJRMC'S SISTER HOSPITAL, ST. JOSEPH'S WAYNE HOSPITAL IS ALSO LOCATED IN PASSAIC COUNTY, APPROXIMATELY 7 MILES TO THE NORTH OF PATERSON IN WAYNE, NEW JERSEY. WAYNE IS A SUBURBAN COMMUNITY WITH 55,000 RESIDENTS. THE MEDIAN HOUSEHOLD INCOME IS $100,853; 5% OF HOUSEHOLDS HAD INCOME BELOW $15,000 A YEAR, WITH 4% IN POVERTY; 29% REPORTED INCOME GREATER THAN $150,000. MEDIAN AGE WAS 43.4 YEARS; 21% PERCENT OF THE POPULATION IS UNDER 18 YEARS; 17 PERCENT OF THE POPULATION IS OVER 65 YEARS OF AGE. 93% OF THE POPULATION HAS HEALTH INSURANCE COVERAGE WITH 10% OF THE POPULATION REPORTING A DISABILITY. PASSAIC COUNTY IS A DIVERSE YOUNG COMMUNITY WITH 501,226 RESIDENTS WITH APPROXIMATELY 85% OF ITS RESIDENTS RESIDING IN THE SOUTHERN HALF OF THE COUNTY. THE MEDIAN AGE OF A PASSAIC COUNTY RESIDENT IS 36.2 YEARS, WITH 25% PERCENT OF THE POPULATION UNDER 18 YEARS AND12% OVER THE AGE OF 65 YEARS. RACIALLY, 62% PERCENT OF THE RESIDENTS IDENTIFY THEMSELVES AS WHITE, 14% AS BLACK OR AFRICAN AMERICAN, 4% ASIAN AND 17% AS OTHER. ETHNICALLY, 29.9 % IDENTIFY THEMSELVES AS HISPANIC OR LATINO. NATIVE RESIDENTS OF THE UNITED STATES ACCOUNT FOR 72% OF PASSAIC COUNTY'S POPULATION; 28% OF THE PEOPLE LIVING IN PASSAIC COUNTY WERE FOREIGN BORN. OF THE FOREIGN BORN POPULATION 48 PERCENT ARE NATURALIZED U.S. CITIZENS.
PART VI, LINE 5: ST. JOSEPH'S HEALTHCARE SYSTEM SERVES THE COMMUNITY AS THE PRINCIPAL PROVIDER OF HEALTHCARE FOR PASSAIC COUNTY. IN LINE WITH THE MISSION, SJHS RENDERS QUALITY SERVICE TO ALL WHO COME TO OUR DOOR, REGARDLESS OF FINANCIAL STATUS. IN LIGHT OF THIS, MANY SERVICES CONTINUE TO DEVELOP AND SHOW GREAT PROMISE FOR THE CARE OF THOUSANDS OF PATIENTS EACH YEAR. AS THE REGION'S STATE DESIGNATED TRAUMA SERVICE, CARDIOVASCULAR AND PERINATAL CENTER, SJHS PROVIDES LIFESAVING TREATMENTS TO ALL WHO COME TO OUR FACILITIES. FOR MANY YEARS, A VARIETY OF PROGRAMS HAVE PROVIDED CARE FOR THE POOR AND UNDERSERVED; THE FOLLOWING ARE AN EXAMPLE OF SOME OF THE PROGRAMS: THE OUTPATIENT ADULT CLINICS, THE GREAT FALLS PEDIATRICS, AN EMERGENCY PRESCRIPTION FUND, THE DENTAL CLINIC, THE PEDIATRIC SPECIALTY CLINIC, THE FAMILY HEALTH CENTER WHICH INCLUDES OUR HOMEBOUND PROGRAM, THE SPECIALTY CLINICS LOCATED AT 21 MARKET ST., THE COMPREHENSIVE CARE CENTER FOR PERSONS AFFECTED BY HIV/AIDS. SOME OF OUR MENTAL HEALTH SERVICES INCLUDE HARBOR HOUSE, THE MENTAL HEALTH CLINIC, ACCESS PROGRAM (FOR DEAF/HARD OF HEARING MENTAL HEALTH SERVICES) FAMILY PRESERVATION SERVICES, THE MICA PROGRAM, RIGHT STEP, AND HARBORSIDE APARTMENTS. OTHER PROGRAMS FOR THE POOR AND UNDERSERVED THAT ARE GROWING ARE WIC, BREAST AND CERVICAL SCREENING, THE HEALTHY PATERSON PROJECT AND PARISH NURSING.
PART VI, LINE 7, REPORTS FILED WITH STATES NJ
Schedule H (Form 990) 2014
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
ST JOSEPH'S HEALTH SYSTEM
 
Employer identification number
27-1344467
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 Domestic Organizations and Domestic Governments. 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 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) GREATER PATERSON CHAMBER OF COMMERCE
100 HAMILTON PLAZA
SUITE PATERSON,NJ07505 		22-1187770 501(C)(6) 10,000 0     EVENT SUPPORT
(2) NEW YORK MEDICAL COLLEGE
FOUNDERS DINNER C/O HOSPITALITY
RESOURCE GROUP
MAMARONECK AVE STE,NY10605 		13-1099420 501(C)(3) 25,000       EVENT 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
1
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2014

Schedule I (Form 990) 2014
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. 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
(1) SCHOLARSHIPS 7 7,000      












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 (Form 990) 2014


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
ST JOSEPH'S HEALTH SYSTEM
 
Employer identification number

27-1344467
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
 
 
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
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations 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
Yes
 
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) 2014

Schedule J (Form 990) 2014
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 in column(B) reported as deferred in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1WILLIAM A MCDONALDPRESIDENT & CEO (i)
(ii)		 861,223
...............................
0 		63,825
...............................
0 		1,354,693
...............................
0 		197,988
...............................
0 		4,088
...............................
0 		2,481,817
...............................
0 		1,019,166
...............................
0
2KRISTY L ZIONTZ DO FACOEPTRUSTEE (i)
(ii)		 97,363
...............................
0 		14,923
...............................
0 		288,563
...............................
0 		3,611
...............................
0 		8,236
...............................
0 		412,696
...............................
0 		0
...............................
0
3AIMAN HAMDAN MDTRUSTEE (i)
(ii)		 224,550
...............................
0 		0
...............................
0 		0
...............................
0 		0
...............................
0 		0
...............................
0 		224,550
...............................
0 		0
...............................
0
4SR MARYANNE CAMPEOTTOVP MISSION (i)
(ii)		 0
...............................
0 		0
...............................
0 		0
...............................
0 		0
...............................
0 		326,943
...............................
0 		326,943
...............................
0 		0
...............................
0
5JEFFERY G JOYNERVP OPERATIONS (i)
(ii)		 298,831
...............................
0 		76,500
...............................
0 		0
...............................
0 		7,067
...............................
0 		11,773
...............................
0 		394,171
...............................
0 		0
...............................
0
6JACK D ROBINSONCHIEF FINANCIAL OFFICER (i)
(ii)		 665,797
...............................
0 		142,580
...............................
0 		20,808
...............................
0 		3,835
...............................
0 		5,706
...............................
0 		838,726
...............................
0 		0
...............................
0
7DAVID ALEXANDERCFO AS OF 11/10/14 (i)
(ii)		 73,950
...............................
0 		60,000
...............................
0 		45,000
...............................
0 		0
...............................
0 		1,229
...............................
0 		180,179
...............................
0 		0
...............................
0
8TIMOTHY P BARRVP DEVELOPMENT (i)
(ii)		 265,461
...............................
0 		68,034
...............................
0 		8,400
...............................
0 		3,653
...............................
0 		10,531
...............................
0 		356,079
...............................
0 		0
...............................
0
9MARIA BRENNANVP PATIENT CARE SERVICE (i)
(ii)		 322,818
...............................
0 		72,426
...............................
0 		0
...............................
0 		3,742
...............................
0 		11,661
...............................
0 		410,647
...............................
0 		0
...............................
0
10JOHN P BRUNOVP HUMAN RESOURCE (i)
(ii)		 314,033
...............................
0 		79,968
...............................
0 		0
...............................
0 		3,642
...............................
0 		13,362
...............................
0 		411,005
...............................
0 		0
...............................
0
11FRANCINE KATZVP GENERAL COUNSELLOR (i)
(ii)		 404,279
...............................
0 		102,969
...............................
0 		0
...............................
0 		3,570
...............................
0 		11,650
...............................
0 		522,468
...............................
0 		0
...............................
0
12DANIEL KLINEVP ADMINISTRATOR (i)
(ii)		 313,370
...............................
0 		79,305
...............................
0 		0
...............................
0 		3,631
...............................
0 		3,338
...............................
0 		399,644
...............................
0 		0
...............................
0
13DR JAMES LABAGNARAVP MEDICAL AFFAIRS (i)
(ii)		 384,523
...............................
0 		95,702
...............................
0 		0
...............................
0 		0
...............................
0 		0
...............................
0 		480,225
...............................
0 		0
...............................
0
14HOWARD TEPPERVP PHYSICIAN, AMB CARE (i)
(ii)		 375,032
...............................
0 		95,625
...............................
0 		0
...............................
0 		7,170
...............................
0 		11,837
...............................
0 		489,664
...............................
0 		0
...............................
0
15JANE TSUIVP ITR (i)
(ii)		 308,492
...............................
0 		0
...............................
0 		0
...............................
0 		4,493
...............................
0 		1,591
...............................
0 		314,576
...............................
0 		0
...............................
0
16JAMES RECORDVP ACAD AFFRS, ASSOC (i)
(ii)		 339,663
...............................
0 		194
...............................
0 		0
...............................
0 		3,577
...............................
0 		12,021
...............................
0 		355,455
...............................
0 		0
...............................
0
17MARK W CONNOLLY MDMEDICAL DR/CHAIRMAN (i)
(ii)		 1,686,087
...............................
0 		150,000
...............................
0 		0
...............................
0 		3,715
...............................
0 		2,294
...............................
0 		1,842,096
...............................
0 		0
...............................
0
18ALDO D KHOURY MDMEDICAL DOCTOR (i)
(ii)		 579,215
...............................
0 		0
...............................
0 		1,009,618
...............................
0 		3,742
...............................
0 		3,293
...............................
0 		1,595,868
...............................
0 		0
...............................
0
19DAVID L PRINCIPE MDMEDICAL DOCTOR (i)
(ii)		 581,379
...............................
0 		0
...............................
0 		937,750
...............................
0 		3,611
...............................
0 		8,348
...............................
0 		1,531,088
...............................
0 		0
...............................
0
20KOUROSH ASGARIAN MDMEDICAL DR/CHIEF (i)
(ii)		 886,747
...............................
0 		100,000
...............................
0 		0
...............................
0 		3,584
...............................
0 		0
...............................
0 		990,331
...............................
0 		0
...............................
0
21DIMITRIS ZOUZIAS MDMEDICAL DR/CHIEF (i)
(ii)		 102,595
...............................
0 		0
...............................
0 		705,512
...............................
0 		6,122
...............................
0 		8,678
...............................
0 		822,907
...............................
0 		0
...............................
0
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 4B BILL MCDONALD IS THE ONLY INDIVIDUAL REPORTED ON SCHEDULE J THAT PARTICIPATES IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. MR. MCDONALD PARTICIPATES IN A SECTION 457F PLAN AND HAS REPORTED $1,342,693 OF VESTED BENEFITS ON FORM 990, SCHEDULE J, PART II, COLUMN B(III). TOTAL 2014 DEFERRAL WAS EQUAL TO $197,988.
PART I, LINE 6 DURING 2014, DRS KHOURY, PRINCIPE, AND ZOUZIAS RECEIVED ADDITIONAL COMPENSATION EQUAL TO A PERCENTAGE OF NET PATIENT REVENUE GENERATED THROUGH THEIR TIRELESS EFFORTS RELATED TO SPECIFIC ST JOSEPH'S SERVICE LOCATIONS.
PART I, LINE 7 THE ST. JOSEPH'S HEALTH SYSTEM HAS A MANAGEMENT INCENTIVE PLAN IN PLACE THAT IS INTENDED TO ENCOURAGE AND REWARD ELIGIBLE PLAN PARTICIPANTS FOR ACHIEVING DEFINED OBJECTIVES THAT ARE SUPPORTIVE OF ST.JOSEPH'S HEALTHCARE SYSTEM'S MISSION AND STRATEGY. THE PROGRAM IS DESIGNED TO PROVIDE A MAXIMUM BONUS OPPORTUNITY TO PARTICIPANTS WHOM ACHIEVE THE MAXIMUM PERFORMANCE AND EXPECTATIONS IN MEASUREABLE AREAS. ELIGIBLE PARTICIPANTS SHALL BE THOSE INCUMBENTS IN MANAGEMENT POSITIONS IN WHICH DECISION AND ACTIONS IMPACT THE OPERATIONS OF ST. JOSEPH'S HEALTHCARE SYSTEM AND/OR IT BUSINESSES AND SUBSIDIARIES. ELIGIBILITY REQUIREMENTS MAY BE MODIFIED FROM YEAR TO YEAR. THE AWARD OPPORTUNITIES WILL BE BASED ON ATTAINMENT OF PRACTICAL PERFORMANCE MEASURES IN THE AREAS OF FINANCIAL, QUALITY PERFORMANCE, PATIENT SATISFACTION AND INDIVIDUAL GOALS. THE AWARD IS THE AMOUNT PAID TO PARTICIPANTS FOR THE ACTUAL PERFORMANCE THAT MEETS THE EXPECTATIONS OF THE CRITERIA ESTABLISHED. AT THE CLOSE OF EACH PLAN YEAR, PARTICIPANTS WILL BE EVALUATED TO DETERMINE IF PERFORMANCE IN SPECIFIC GOALS HAVE BEEN ACHIEVED.
Schedule J (Form 990) 2014

Additional Data


Software ID:  
Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990.
SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
ST JOSEPH'S HEALTH SYSTEM
 
Employer identification number
27-1344467
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 NJ HEALTH CARE FACILITIES FINANCING AUTHORITY
  		22-1987084 64579FXC2 08-13-2008 238,116,321 CONSTRUCTION, REFUNDING OF BONDS ISSUED 8/7/1996 AND 6/20/2003   X   X   X
B THE PASSAIC COUNTY IMPROVEMENT AUTHORITY
  		05-0569671 702754CB6 10-22-2010 30,163,900 CONSTRUCTION   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 21,750,000 1,165,000    
2 Amount of bonds legally defeased . . . . . . . . . . .        
3 Total proceeds of issue . . . . . . . . . . . . . . 252,636,124 30,164,809    
4 Gross proceeds in reserve funds . . . . . . . . . . . . 29,595,727 3,387,023    
5 Capitalized interest from proceeds . . . . . . . . . . . 1,914,781 1,914,781    
6 Proceeds in refunding escrows . . . . . . . . . . . .        
7 Issuance costs from proceeds . . . . . . . . . . . . 4,747,123 603,278    
8 Credit enhancement from proceeds . . . . . . . . . . .        
9 Working capital expenditures from proceeds . . . . . . . . .        
10 Capital expenditures from proceeds . . . . . . . . . . . 185,458,713 25,812,013    
11 Other spent proceeds . . . . . . . . . . . . . . 44,484,600      
12 Other unspent proceeds . . . . . . . . . . . . . .        
13 Year of substantial completion . . . . . . . . . . . . 2012 2011
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . . X     X        
15 Were the bonds issued as part of an advance refunding issue? . . . . .   X   X        
16 Has the final allocation of proceeds been made? . . . . . . . . X   X          
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . X   X          
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X   X        
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . .   X X          
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2014
Schedule K (Form 990) 2014
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . . . . . X   X          
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X          
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . .   X   X        
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0 % 1.760 %    
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 %    
6 Total of lines 4 and 5 . . . . . . . . . . . . . 0 % 1.760 %    
7 Does the bond issue meet the private security or payment test? . . . . .   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        
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of.        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? . . . . . . . 		  X   X        
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? . .   X   X        
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . .   X X          
b Exception to rebate? . . . . . . . .   X   X        
c No rebate due? . . . . . . . . X     X        
If "Yes" to line 2c, provide in Part VI the date the rebate
computation was performed . . . . . .
3 Is the bond issue a variable rate issue? . . . .   X   X        
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X        
b Name of provider . . . . . . . . .  
  		 
  		 
  		 
 
c Term of hedge . . . . . . . . . .        
d Was the hedge superintegrated? . . . .                
e Was the hedge terminated? . . . . . .                
Schedule K (Form 990) 2014
Schedule K (Form 990) 2014
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        
b Name of provider . . . . . . . . . BAYERISCHE
LANDESBANK 		 
  		 
  		 
 
c Term of GIC . . . . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . .   X            
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . . X     X        
7 Has the organization established written procedures to monitor the requirements of section 148? . . .   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        
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
DATE REBATE COMPUTATION PERFORMED ISSUER NAME: NJ HEALTH CARE FACILITIES FINANCING AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 08/13/2013
PART II, LINE 3 PART I COL E VS. PART II LINE 3: DIFFERENCES BETWEEN ISSUE PRICE AND TOTAL PROCEEDS ARE DUE TO INVESTMENT EARNINGS.
PART II COL A LINE 4 OF THE $29,595,727 SHOWN, $19,141,263 IS HELD IN A DEBT SERVICE RESERVE FUND AND $10,454,465 IS HELD IN A BONA FIDE DEBT SERVICE FUND.
PART II COL B LINE 4 OF THE $3,387,023 SHOWN, $1,834,737 IS HELD IN A DEBT SERVICE RESERVE FUND AND $1,552,286 IS HELD IN A BONA FIDE DEBT SERVICE FUND.
PART IV COL A LINE 5C THERE ARE TWO CONTRACTS, ONE WITH A TERM OF 3.8 YEARS AND THE OTHER OF 4.9 YEARS.
PART IV COL A LINE 6 SUCH AMOUNTS WERE APPROPRIATELY YIELD RESTRICTED.
Schedule K (Form 990) 2014

Additional Data


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Software Version:  

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
ST JOSEPH'S HEALTH SYSTEM
 
Employer identification number

27-1344467
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





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

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ......Small Bullet $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2014
Schedule L (Form 990 or 990-EZ) 2014
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) J MOORE & CO
  		CONTRIB/CONT ENTITY 252,176 ST. JOSEPH'S MADE BUSINESS PAYMENTS TO J MOORE & CO. FOR SERVICES PERFORMED. J MOORE & CO. WAS A SUBSTANTIAL CONTRIBUTOR THAT CONTRIBUTED AT LEAST $5,000 AND IS REPORTED ON SCHEDULE B. TRUSTEE MICHAEL J. CANDIDO WAS A GREATER THAN 35% OWNER OF J MOORE & CO. DURING THE REPORTING PERIOD.   No
(2) NUTLEY SHOP-RITE
  		CONTRIB/CONT ENTITY 125,820 ST. JOSEPH'S MADE BUSINESS PAYMENTS TO NUTLEY SHOP-RITE FOR SERVICES PERFORMED. NUTLEY SHOP-RITE WAS A SUBSTANTIAL CONTRIBUTOR THAT CONTRIBUTED AT LEAST $5,000 AND IS REPORTED ON SCHEDULE B. TRUSTEE DAVID A. INFUSINO WAS A GREATER THAN 35% OWNER OF J NUTLEY SHOP-RITE DURING THE REPORTING PERIOD.   No
(3) AAL MEDICAL MGMT LLC
  		CONTRIB/CONT ENTITY 170,000 ST. JOSEPH'S MADE BUSINESS PAYMENTS TO AAL MEDICAL MGMT LLC FOR SERVICES PERFORMED. AAL MEDICAL MGMT LLC WAS A SUBSTANTIAL CONTRIBUTOR THAT CONTRIBUTED AT LEAST $5,000 AND IS REPORTED ON SCHEDULE B. TRUSTEE ANTHONY LOSARDO M.D. WAS A GREATER THAN 35% OWNER OF AAL MEDICAL MGMT LLC. DURING THE REPORTING PERIOD.   No
(4) PULSE MED TRANSPORTATION
  		CONTROLLED ENTITY 100,838 ST. JOSEPH'S MADE BUSINESS PAYMENTS TO PULSE MED. TRANSPORTATION FOR SERVICES PERFORMED. DAVID INCORVAIA IS A GREATER THAN 35% OWNER OF PULSE MED. TRANSPORTATION.   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2014

Additional Data


Software ID:  
Software Version:  




SCHEDULE O
(Form 990 or 990-EZ)

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

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ 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
2014
Open to Public
Inspection
Name of the organization
ST JOSEPH'S HEALTH SYSTEM
 
Employer identification number

27-1344467
Return Reference Explanation
FORM 990, PART I LINE 1 THE MISSION OF ST. JOSEPH'S HEALTH SYSTEM IS TO PROVIDE QUALITY HEALTHCARE WITH A SPECIAL CONCERN FOR THE POOR AND UNDERSERVED.
FORM 990, PART III- LINE 1 IN THE SPIRIT OF TOWARD BOUNDLESS CHARITY, THE MISSION OF ST. JOSEPH'S HEALTH SYSTEM, A HEADING MINISTRY OF THE CATHOLIC CHURCH SPONSORED BY THE SISTERS OF CHARITY OF SAINT ELIZABETH, IS TO PROVIDE QUALITY HEALTHCARE WITH A SPECIAL CONCERN FOR THE POOR AND UNDERSERVED.
FORM 990, PART III- LINE 4A SJRMC HOSPITAL PROVIDES COMPREHENSIVE ACUTE CARE SERVICES IN PATERSON, NEW JERSEY, SKILLED NURSING SERVICES THROUGH ST. VINCENT'S NURSING HOME (A DIVISION OF SJRMC) IN CEDAR GROVE, AND AMBULATORY CARE SERVICES AT EIGHT FREE-STANDING AMBULATORY SITES. SJRMC IS A NEW JERSEY DEPARTMENT OF HEALTH AND SENIOR SERVICES DESIGNATED LEVEL II TRAUMA CENTER, A CHILDREN'S HOSPITAL, A REGIONAL CARDIAC SURGERY CENTER, AND A REGIONAL PERINATAL CENTER. WITH APPROXIMATELY 5,214 EMPLOYEES AND PHYSICIANS, THE MEDICAL CENTER IS BOTH THE LARGEST HEALTH CARE PROVIDER AND NON-GOVERNMENT EMPLOYER IN PASSAIC COUNTY. SJRMC OPERATES A 651-LICENSED-BED ACUTE CARE TERTIARY CARE HOSPITAL OF APPROXIMATELY 1.2 MILLION SQUARE FEET, SITUATED ON 25 ACRES. SJRMC IS A NEW JERSEY DEPARTMENT OF HEALTH AND SENIOR SERVICES DESIGNATED LEVEL II TRAUMA CENTER THAT OFFERS A FULL COMPLEMENT OF SPECIALTY AND SUBSPECIALTY SERVICES INCLUDING A: 1 CANCER CENTER, 2 COMMUNITY EDUCATION SERVICES, 3 COMPREHENSIVE NEURO-STROKE CENTER, 4 DIALYSIS CENTER, 5 EMERGENCY SERVICES, 6 LABOR & DELIVERY AND MOTHER/BABY UNITS, 7 REGIONAL PERINATAL CENTER, 8 SAME-DAY SURGERY, 9 SPECIALIZED SURGERY, 10 TELEMEDICINE, 11 THE HEART CENTER AT ST. JOSEPH'S, AND 12 THE ORTHOPEDIC INSTITUTE. SJRMC IS ALSO A STATE DESIGNATED FULL-SERVICE CHILDREN'S HOSPITAL, OPERATED UNDER THE NAME "ST. JOSEPH'S CHILDREN'S HOSPITAL," WHICH PROVIDES TERTIARY CARE FOR CHILDREN FROM BIRTH TO 21 YEARS OF AGE. SJRMC OFFERS SPECIALIZED CHILDREN'S SERVICES SUCH AS A NEONATAL INTENSIVE CARE, PEDIATRIC INTENSIVE CARE, AND A DEDICATED PEDIATRIC EMERGENCY ROOM. ADDITIONALLY, SJRMC PROVIDES A: 1 REGIONAL CRANIOFACIAL CENTER, 2 PEDIATRIC CENTER FOR FEEDING AND SWALLOWING DISORDERS, 3 MEDICAL MISSIONS FOR CHILDREN, 4 GIGGLES THEATER, 5 CHILD DEVELOPMENT CENTER, 6 REGIONAL CYSTIC FIBROSIS CENTER, AND 7 A FULL SPECTRUM OF PEDIATRIC SPECIALTY AND SUBSPECIALTY SJRMC CURRENTLY OPERATES 565 BEDS WITHIN THE FOLLOWING 651-LICENSED BED COMPLEMENT: MEDICAL/SURGICAL - 383 INTENSIVE/CORONARY CARE - 64 OBSTETRICS/GYNECOLOGY - 54 PEDIATRICS - 54 PSYCHIATRY - 46 NEONATAL INTENSIVE CARE - 50 TOTAL (EXCLUDES 30 NEWBORN BASSINETS) - 651 SJRMC ALSO OPERATES EIGHT AMBULATORY FACILITY SITES WITHIN CLOSE PROXIMITY TO THE MAIN SJRMC CAMPUS: 1. FRANK X. GRAVES FAMILY HEALTH CENTER, AN AMBULATORY PRIMARY CARE FACILITY IN DOWNTOWN PATERSON, NJ; 2. COMPREHENSIVE CARE CENTER, AN AMBULATORY PRIMARY CARE FACILITY FOR HIV PATIENTS IN DOWNTOWN PATERSON, NJ; 3. CLIFTON FAMILY PRACTICE, AN AMBULATORY PRIMARY CARE FACILITY IN CLIFTON, NJ; 4. ST. JOSEPH'S PEDIATRIC SUB SPECIALTIES AT ROCHELLE PARK, A PEDIATRIC SUBSPECIALTY FACULTY PRACTICE FACILITY IN ROCHELLE PARK, NJ; 5. ST. JOSEPH'S PEDIATRIC SUB SPECIALTIES AT FAIRFIELD, A PEDIATRIC SUBSPECIALTY FACULTY PRACTICE FACILITY IN FAIRFIELD, NJ; 6. THE MEDICAL CENTER AT WILLOWBROOK ("WILLOWBROOK") IN WAYNE, NJ, A FACULTY PRACTICE FACILITY PROVIDING PEDIATRIC, OBSTETRIC AND MEDICAL SUBSPECIALTY SERVICES AND A 20 STATION DIALYSIS CENTER; 7. OUTPATIENT DIALYSIS CENTER, IN PATERSON, NJ PROVIDING 60 OUTPATIENT DIALYSIS STATIONS; AND 8. ST. JOSEPH'S REGIONAL MEDICAL CENTER AMBULATORY IMAGING CENTER, A FULL SERVICE DIAGNOSTIC AND WOMEN'S IMAGING CENTER IN CLIFTON, NJ. ITS SKILLED NURSING FACILITY, ST. VINCENT'S NURSING HOME, IS LOCATED IN ESSEX COUNTY, APPROXIMATELY FIVE MILES FROM SJRMC. ST. VINCENT'S PROVIDES 24/7 NURSING CARE, MEDICAL, PSYCHO-SOCIAL, NUTRITIONAL, THERAPEUTIC RECREATION, AND SPIRITUAL CARE IN ITS 151-BED SKILLED NURSING CARE FACILITY. CLINICAL SERVICES: AS PART OF ST. JOSEPH'S HEALTHCARE SYSTEM, SJRMC COORDINATES COMPREHENSIVE BASIC AND TERTIARY SERVICES ACROSS CAMPUSES WITH ITS SISTER HOSPITAL ST. JOSEPH'S WAYNE HOSPITAL LOCATED IN WAYNE, NJ THROUGH ITS CLINICAL SERVICE LINE "CENTERS OF EXCELLENCE" MANAGEMENT MATRIX. ST. JOSEPH'S WAYNE HOSPITAL (SJW) IS 229-LICENSED BED ACUTE CARE COMMUNITY HOSPITAL FACILITY LOCATED IN WAYNE, NJ. THE HOSPITAL, A MEMBER OF ST. JOSEPH'S HEALTHCARE SYSTEM, OFFERS INPATIENT AND ACUTE REHABILITATION SERVICES WITH SPECIALIZED SERVICES OFFERED IN ITS FULL SERVICE CARDIAC CATHETERIZATION LAB, DEDICATED COMPREHENSIVE ACUTE CARE REHABILITATION NURSING UNIT AND A GERIATRIC NURSING UNIT. OUTPATIENT SERVICES INCLUDE DIAGNOSTIC RADIOLOGY, PHYSICAL THERAPY SERVICES, SAME-DAY SURGERY, SLEEP CARE CENTER, AND THE JOHN VICTOR MACHUGA DIABETES EDUCATION CENTER. CERTAIN ADDITIONAL SPACE IS CURRENTLY LEASED TO A NON-PROFIT HOSPICE AND A NON-PROFIT LONG TERM ACUTE CARE SERVICES PROVIDER. SJW CURRENTLY OPERATES 146 BEDS WITHIN THE FOLLOWING 229 LICENSED BED COMPLEMENT: MEDICAL/SURGICAL - 193 INTENSIVE/CORONARY CARE 16 COMPREHENSIVE REHABILITATION 20 TOTAL - 229 CLINICAL SERVICES: INTEGRAL TO ITS SERVICE DELIVERY, THE SJW COORDINATES COMPREHENSIVE BASIC AND TERTIARY SERVICES ACROSS CAMPUSES WITH ITS SISTER HOSPITAL, ST. JOSEPH'S REGIONAL MEDICAL CENTER LOCATED IN PATERSON, NJ THROUGH A CLINICAL SERVICE LINE "CENTERS OF EXCELLENCE" MANAGEMENT MATRIX.
FORM 990, PART III- LINE 4B TO MEET THE FOUNDATION'S MISSION, ST. JOSEPH'S HOSPITAL & MEDICAL CENTER FOUNDATION CONDUCTS A COMPREHENSIVE FUNDRAISING PROGRAM, INCLUDING: (1) ANNUAL GIVING, INCLUDING SPECIAL EVENTS, WHICH RAISES UNRESTRICTED DOLLARS FOR ONGOING SUPPORT OF PRIORITY PROGRAMS AND PROJECTS AT ST. JOSEPH'S; (2) CAPITAL CAMPAIGN FUNDRAISING, TO SUPPORT THE HOSPITAL'S CAPITAL IMPROVEMENT PROJECTS; AND (3) RESTRICTED GIVING, SECURING DONATIONS BOTH LARGE AND SMALL FOR RESTRICTED PURPOSES, WHICH INCLUDES ALL ST. JOSEPH'S CHILDREN'S HOSPITAL FUNDRAISING PROGRAMS AND EVENTS, AS WELL AS IN SUPPORT OF A MYRIAD OF OTHER DESIGNATED PROGRAMS AND PROJECTS AT ST. JOSEPH'S.
FORM 990, PART III- LINE 4C TO SUPPORT THE CHARITABLE PURPOSE OF ST. JOSEPH'S WAYNE HOSPITAL BY PROVIDING FUNDING FOR EQUIPMENT, CAPITAL IMPROVEMENT PROJECTS, COMMUNITY OUTREACH, EDUCATIONAL PROGRAMS AND TO PROVIDE SCHOLARSHIP TO INDIVIDUALS AT ANY STAGE OF THE EDUCATIONAL PROCESS WHO ARE PURSUING A DEGREE IN NURSING.
FORM 990, PART III- LINE 4D TO SUPPORT THE CHARITABLE PURPOSE OF ST. JOSEPH'S WAYNE HOSPITAL BY PROVIDING FUNDING FOR EQUIPMENT, CAPITAL IMPROVEMENT PROJECTS, COMMUNITY OUTREACH, EDUCATIONAL PROGRAMS AND TO PROVIDE SCHOLARSHIP TO INDIVIDUALS AT ANY STAGE OF THE EDUCATIONAL PROCESS WHO ARE PURSUING A DEGREE IN NURSING.
FORM 990, PART VI, SECTION A, LINE 2 WILLIAM MCDONALD, JAMES HEALEY, AND SISTER MARILYN THIE ARE ALSO DIRECTORS OF SJHS INSURANCE LIMITED AND, THEREFORE, HAVE A BUSINESS RELATIONSHIP AS DESCRIBED BY THE IRS FOR FORM 990 REPORTING PURPOSES
FORM 990, PART VI, SECTION A, LINE 6 ST. JOSEPH'S HEALTHCARE SYSTEM IS THE SOLE MEMBER OF ST. JOSEPH'S HOSPITAL AND MEDICAL CENTER (D/B/A ST. JOSEPH'S REGIONAL MEDICAL CENTER AND ST. JOSEPH'S WAYNE HOSPITAL), ST. JOSEPH'S HOSPITAL AND MEDICAL CENTER FOUNDATION, INC., ST. JOSEPH'S WAYNE HOSPITAL FOUNDATION, INC., AND 200 HOSPITAL PLAZA CORP. FOUR PERSONS, WHO ARE MEMBERS OF THE SPONSOR, THE SISTERS OF CHARITY OF SAINT ELIZABETH, ARE THE MEMBER OF THE ST. JOSEPH'S HEALTHCARE SYSTEM, INC. THE SOLE MEMBER OF HARBOR HOUSE, INC., ST. JOSEPH'S EMERGENCY PHYSICIANS, INC., ST. JOSEPH'S FACULTY PHYSICIANS, INC., ST. JOSEPH'S PHYSICIANS, INC., AND ST. JOSEPH'S SUBSPECIALTY PHYSICIANS, INC. IS ST. JOSEPH'S HOSPITAL AND MEDICAL CENTER (D/B/A ST. JOSEPH'S REGIONAL MEDICAL CENTER AND ST. JOSEPH'S WAYNE HOSPITAL).
FORM 990, PART VI, SECTION A, LINE 7A ST. JOSEPH'S HOSPITAL AND MEDICAL CENTER SHARES A MIRROR BOARD WITH ITS MEMBER ORGANIZATION, ST. JOSEPH'S HEALTHCARE SYSTEM (THE SYSTEM IS AN OBLIGATED GROUP). UNDER SECTION 2.2 OF THE SYSTEM'S BYLAWS, THE POWER TO ELECT AND REMOVE TRUSTEES FROM THE SYSTEM'S BOARD (AND BY EXTENSION, ST. JOSEPH'S HOSPITAL AND MEDICAL CENTER'S BOARD) IS RESERVED TO THE SYSTEM'S SPONSOR ORGANIZATION - THE SISTERS OF CHARITY OF SAINT ELIZABETH.
FORM 990, PART VI, SECTION A, LINE 7B CERTAIN RIGHTS AND POWERS ARE RESERVED TO THE MEMBER PURSUANT TO THE BY-LAWS OF THE CORPORATIONS. THESE INCLUDE: APPROVAL OF THE STATEMENT OF THE MISSION OF THE INSTITUTION AND ANY SUBSEQUENT CHANGES; THE RIGHT TO ELECT AND REMOVE TRUSTEES OF THE BOARD OF THE CORPORATION AND ITS SUBSIDIARIES OTHER THAN THOSE PERSONS WHO ARE TRUSTEES BY REASON OF BEING APPOINTED BY THE SPONSOR; APPROVAL OF AMENDMENTS TO ST. JOSEPH'S CERTIFICATE OF INCORPORATION; AND THE RIGHT TO APPROVE SIGNIFICANT CORPORATE TRANSACTIONS (E.G. MERGERS, CONSOLIDATIONS, DISSOLUTION).
FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE FORM 990 WAS PRESENTED TO THE ST. JOSEPH'S HEALTH SYSTEM FINANCE COMMITTEE OF THE BOARD OF TRUSTEES IN OCTOBER 2015 BY THE ORGANIZATION'S TAX RETURN PREPARERS, DELOITTE TAX LLP. COMMENTS AND FEEDBACK WERE SOLICITED PRIOR TO FILING AND A FINAL COPY OF THE 990 WAS PROVIDED TO EACH OF THE BOARD MEMBERS VIA ELECTRONIC MEANS. THE SYSTEM HAS ESTABLISHED AN ELABORATE ON-LINE WORK-ROOM FOR ALL BOARD MATERIALS THAT CAN BE ACCESSED BY THE ENTIRE BOARD FROM ANY INTERNET-ACCESSIBLE LOCATION. THE FORM 990 FOR THE YEAR ENDING DECEMBER 31ST, 2014 IS A DOCUMENT WITHIN THAT DATABASE.
FORM 990, PART VI, SECTION B, LINE 12C ST. JOSEPH'S HEALTHCARE SYSTEM REQUIRES ALL BOARD OF TRUSTEES MEMBERS, KEY EMPLOYEES, OFFICERS AND MEDICAL STAFF COMMITTEE MEMBERS (REPORTING PARTIES) TO COMPLETE ANNUAL CONFLICT OF INTEREST STATEMENTS (COIDS) THAT CONSIST OF QUESTIONS DESIGNED TO UNCOVER POTENTIAL CONFLICTS. THE ANNUAL SOLICITATION AND COMPLETION OF COIDS IS CONDUCTED ELECTRONICALLY. UPON COMPLETION AND SUBMISSION OF COIDS BY REPORTING PARTIES, AFFIRMATIVE RESPONSES TO THESE QUESTIONS ARE COMPILED AND SUMMARIZED ELECTRONICALLY INTO A SUMMARY OF AFFIRMATIVE RESPONSES (SUMMARY), WHICH IS REVIEWED BY THE GENERAL COUNSEL AND THE PRESIDENT/CEO. ANY POTENTIAL CONFLICT DISCLOSED IN THE SUMMARY IS ADDRESSED AND RESOLVED. THE PRESIDENT/CEO REPORTS THE RESULTS OF THE REVIEWS AND THE RESOLUTION OF ANY POTENTIAL CONFLICT DISCLOSED BY MEMORANDUM (WITH A COPY OF THE SUMMARY ATTACHED) TO THE CHAIR OF THE AUDIT AND COMPLIANCE COMMITTEE. THIS INFORMATION IS SUBSEQUENTLY REPORTED TO THE SYSTEM BOARD OF TRUSTEES. IN 2014, NO CONFLICTS OF INTEREST WERE IDENTIFIED.
FORM 990, PART VI, SECTION B, LINE 15 ST. JOSEPH'S HEALTH SYSTEM UNDERTAKES A RIGOROUS PROCESS TO ENSURE THAT THE EXECUTIVE COMPENSATION IT PAYS TO ITS TOP MANAGEMENT OFFICIAL AND ALL OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION IS REASONABLE. IN RELEVANT PART, THE BOARD OF TRUSTEES HAS ESTABLISHED A COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT PERSONS THAT HAVE NO PERSONAL INTEREST IN THE PROPOSED COMPENSATION ARRANGEMENT. THE BOARD OF TRUSTEES USES AN INDEPENDENT COMPENSATION CONSULTANT TO HELP ADVICE ON THE APPROPRIATE COMPENSATION LEVELS FOR THE AFOREMENTIONED INDIVIDUALS. THAT COMPENSATION CONSULTANT WILL USE COMPARABILITY OR BENCHMARKING DATA (BASED ON INDUSTRY SURVEYS) THAT DOCUMENTS THE COMPENSATION OF PERSONS HOLDING SIMILAR POSITIONS IN SIMILAR ORGANIZATIONS. ONCE THE COMPENSATION CONSULTANT HAS MADE ITS RECOMMENDATIONS, THE SYSTEM'S COMPENSATION COMMITTEE MUST APPROVE THE COMPENSATION, WITHOUT INPUT OR VOTING PARTICIPATION BY THE PERSON WHOSE COMPENSATION IS BEING APPROVED OR BY ANY OTHER INDIVIDUAL WITH A CONFLICT OF INTEREST. THE FINAL DETERMINATION IS THEN DOCUMENTED IN COMMITTEE MINUTES. THOSE MINUTES WILL CONTAIN THE TERMS OF THE PROPOSED COMPENSATION, THE DECISIONS OF THOSE INDIVIDUALS WHO VOTED ON THE COMPENSATION, AND THE COMPARABILITY DATA THAT WAS RELIED UPON.
FORM 990, PART VI, SECTION C, LINE 19 THE HEALTH SYSTEM MAKES ITS FORM 990 AND FORM 1023 AVAILABLE TO THE PUBLIC BY RETAINING A COPY OF EACH AT THE ADDRESS LISTED ON PAGE 1 OF THIS RETURN. ANY INDIVIDUAL REQUESTING A COPY OF THESE DOCUMENTS IS PROVIDED THAT COPY ON THE SAME BUSINESS DAY. THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST AND AT MANAGEMENT'S DISCRETION.
FORM 990, PART VII, SECTION A SISTER MARYANNE CAMPEOTTO, AS A MEMBER OF A RELIGIOUS ORDER, IS EXEMPT FROM FEDERAL AND STATE INCOME TAX AND THEREFORE DOES NOT RECEIVE A W-2. IN THE INTEREST OF FULL DISCLOSURE, AMOUNTS PAID TO THE SISTER ARE REPORTED IN PART VII, SECTION A, COLUMN (F) AND SCHEDULE J, PART II, COLUMN (D).
FORM 990, PART XI, LINE 9: CHANGE IN PENSION LIABILITY -105,130,000. CHANGE IN BENEFICIAL INTEREST IN TRUSTS -46,000. DISTRIBUTIONS TO NONCONTROLLING INTERESTS IN JV'S -3,499,000.
FORM 990, PAGE 1, ITEM H: LIST OF AFFILAITES INCLUDED IN GROUP FILING - ST JOSEPH'S HEALTHCARE, INC. (EIN:22-2810004) - ST JOSEPH'S HOSPITAL & MEDICAL CENTER (EIN: 22-1487602) - HARBOR HOUSE, INC (EIN: 22-2354611) - ST JOSEPH'S HOSPITAL & MEDICAL CENTER FOUNDATION (EIN: 22-2448138) - ST JOSEPH'S WAYNE HOSPITAL FOUNDATION (EIN: 22-2627588) - 200 HOSPITAL PLAZA (EIN: 22-3061067) - ST. JOSEPH'S EMERGENCY PHYSICIANS INC (EIN: 27-0806549) - ST. JOSEPH'S FACULTY PHYSICIANS INC (EIN: 27-0806980) - ST. JOSEPH'S PHYSICIANS INC. (EIN: 27-0806417) - ST. JOSEPH'S SUBSPECIALTY PHYSICIANS INC. (EIN: 27-0806125) - ST. JOSEPH'S PHYSICIANS HEALTHCARE GROUP INC. (EIN: 27-3906409) - PASSAIC COUNTY COMPREHENSIVE ACCOUNTABLE CARE ORGANIZATION, INC. (EIN: 47-1880508)
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2014

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
ST JOSEPH'S HEALTH SYSTEM
 
Employer identification number

27-1344467
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










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


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


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

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1) VHS MANAGEMENT INC
783 RIVERVIEW DRIVE

TOTOWA,NJ07511
22-2681681 		HOLDING CO. NJ 501(C)(3) LINE 9: 509(A)(2) N/A
 
No












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
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) ST JOSEPH'S WAYNE CARDIOLOGY

224 HAMBURG TURNPIKE
WAYNE,NJ07470
22-5607749 		HEALTHCARE NJ ST JOE'S WAYNE
  		RELATED 22,377,976 5,685,901   No     No 51.000 %
(2) ST JOSEPH'S REGIONAL CARDIOLOGY

703 MAIN STREET
PATERSON,NJ07503
20-5607872 		HEALTHCARE NJ ST JOE'S MED
  		RELATED 1,130,341 661,841   No     No 51.000 %
(3) BLUE MOON PROPERTIES

468 PARISH DRIVE
WAYNE,NJ07470
26-4176260 		RADIOLOGY NJ N/A
 RELATED 3,684,000 1,641,261   No     No 51.000 %
(4) ST JOSEPH'S AMBULATORY ENDOSCOPY CENTER LLC

703 MAIN STREET
PATERSON,NJ07503
26-1317887 		ENDOSCOPY NJ ST JOE'S MED
  		RELATED 3,071,340 2,101,220   No     No 56.000 %
(5) STJOSEPH'S AMBULATORY SURGICAL ASSOC LLC

703 MAIN STREET
PATERSON,NJ075032621
37-1695205 		PEDIATRIC CARE NJ N/A
 RELATED       No     No 51.000 %
(6) ST JOSEPH'S SURGERY MANAGEMENT LLC

703 MAIN STREET
PATERSON,NJ075032621
46-4832908 		HEALTHCARE NJ N/A
 RELATED 925,000 5,588,079   No     No 63.160 %


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) SJHS INSURANCE LIMITED

C/O LAS INTERNATIONAL ADVISORY 4
BERMUDA   HM 12
BD
CAPTIVE INSURANCE BD N/A
 C         No
(2) ST JOSEPH'S HOSPITAL HOUSING CORP

703 MAIN STREET PATERSON
NEW JERSEY,NJ07503
22-2145893 		HOUSING NJ ST JOE'S HOSP
  		C       Yes  
(3) GENESIS PROPERTY DEVELOPMENT HOLDING LLC

703 MAIN STREET PATERSON
NEW JERSEY,NJ07503
 HOLDING NJ ST JOE'S HOSP
  		        Yes  








Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
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
Yes
 
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) 200 HOSPITAL PLAZA

 J 470,000 FMV
(2) BLUE MOON PROPERTIES

 L 182,000 FMV
(3) SJHS INSURANCE LIMITED

 L 4,550,000 FMV
(4) SJHS INSURANCE LIMITED

 M 4,068,500 FMV
(5) ST JOSEPH'S HOSPITAL & MEDICAL CENTER

 P 1,186,000 FMV
(6) ST JOSEPH'S HOSPITAL & MEDICAL CENTER

 M 2,899,000 FMV
(7) ST JOSEPH'S HOSPITAL & MEDICAL CENTER FOUNDATION

 O 936,000 FMV
(8) ST JOSEPH'S WAYNE HOSPITAL FOUNDATION

 O 224,000 FMV
(9) ST JOSEPH'S WAYNE HOSPITAL FOUNDATION

 L 221,000 FMV
(10) ST JOSEPH'S HEALTH SYSTEM

 K 470,000 FMV
(11) ST JOSEPH'S REGIONAL CARDIOLOGY

 L 1,896,000 FMV
(12) ST JOSEPH'S SURGERY MANAGEMENT

 L 600,000 FMV
Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
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) 2014
Schedule R (Form 990) 2014
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) 2014
Additional Data


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