Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 07-01-2013 , 2013, and ending 06-30-2014
BCheck if applicable:
CName of organization
St John Health System Inc
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1923 South Utica Avenue
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Tulsa, OK741046502
D Employer identification number

73-1215174
E Telephone number

G Gross receipts $ 232,614,512
F Name and address of principal officer:
David Pynn
1923 South Utica Avenue
Tulsa,OK741046502
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.stjohnhealthsystem.com
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet0928
K Form of organization:
 
L Year of formation: 1982
M State of legal domicile: OK
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: To provide medical excellence and compassionate care to all who need it.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 15
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 14
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 725
6 Total number of volunteers (estimate if necessary) ............. 6 14
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 0 0
9 Program service revenue (Part VIII, line 2g) ......... 39,772,626 52,358,091
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 13,870,890 35,662,122
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 110,498,516 143,866,394
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 164,142,032 231,886,607
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 2,305,694 216,293
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) 8,923,024 48,596,442
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 110,231,599 149,659,733
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 121,460,317 198,472,468
19 Revenue less expenses. Subtract line 18 from line 12....... 42,681,715 33,414,139
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 1,337,532,018 1,379,257,016
21 Total liabilities (Part X, line 26)............. 612,525,050 594,995,761
22 Net assets or fund balances. Subtract line 21 from line 20..... 725,006,968 784,261,255
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: To continue the healing ministry of Jesus Christ by providing medical excellence and compassionate care to all who need it with a special emphasis for the poor and powerless.
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 $ 127,395,507 including grants of $ 216,293 ) (Revenue $ 51,795,348 )
St. John Health System, Inc. ("St. John"), and affiliates, own and operate a comprehensive tertiary health care delivery system which provides a full spectrum of health-related services throughout Northeastern Oklahoma. St. John, headquartered in Tulsa, Oklahoma, is a wholly-owned subsidiary of Ascension Health. St. John conducts its operations through several wholly-owned or wholly-controlled subsidiaries, including: St. John Medical Center, Inc. (the "Medical Center"), St. John Sapulpa, Inc. ("St. John Sapulpa"), Jane Phillips Memorial Medical Center ("Jane Phillips"), Utica Services, Inc. ("Utica"), St. John Villas, Inc. ("St. John Villas"), Owasso Medical Facility, Inc. ("St. John Owasso"), St. John Health System Foundation, Inc. ("St. John Foundation"), St. John Building Corporation ("SJBC"),
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet127,395,507
Form 990 (2013)
Form 990 (2013)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? ...
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part III............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
 
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
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part 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
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions)....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II... Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
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) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I........
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part II....................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2... Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
0
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
 
 
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
725
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
 
No
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
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2013)
Form 990 (2013)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
15
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
14
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
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletLex Anderson1923 South Utica AvenueTulsaOK741046502 (918) 744-2740
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

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

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

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

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) Ken Lackey........................................................................
Chairman
 2.50
.......................0.00 		X           0 0 0
(2) Jonathan D Helmerich........................................................................
Vice Chairman
 1.40
.......................0.00 		X           0 0 0
(3) Steven R Anderson........................................................................
Director
 2.30
.......................0.00 		X           0 0 0
(4) Sr Mary Bernard........................................................................
Director
 .50
.......................0.00 		X           0 0 0
(5) CT Dolan MD........................................................................
Director
 1.40
.......................0.00 		X           0 0 0
(6) Sr M Therese Gottschalk........................................................................
Director
 3.70
.......................0.00 		X           0 0 0
(7) Sr Loretta Marie Hall........................................................................
Director
 .50
.......................0.00 		X           0 0 0
(8) Steve Heyman........................................................................
Director
 1.20
.......................0.00 		X           0 0 0
(9) Robert J LaFortune........................................................................
Director
 1.40
.......................1.00 		X           0 0 0
(10) Rev Msgr Daniel Mueggenborg........................................................................
Director
 1.20
.......................0.00 		X           0 0 0
(11) Milann Siegfried........................................................................
Director
 2.50
.......................1.80 		X           0 0 0
(12) David Sigmon........................................................................
Director
 .70
........................90 		X           0 0 0
(13) RJ Sullivan Jr........................................................................
Director
 1.80
.......................0.00 		X           0 0 0
(14) WH Thompson Jr........................................................................
Director
 2.80
.......................0.00 		X           0 0 0
(15) David J Pynn........................................................................
President & CEO
 46.00
........................20 		X   X       1,030,811 0 59,115
(16) William E Weeks........................................................................
Executive VP COO
 39.90
........................10 		    X       686,954 0 39,126
(17) Charles Anderson........................................................................
Sr. VP
 .20
.......................43.60 		    X       0 543,220 42,282
Form 990 (2013)
Form 990 (2013)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) Lex Anderson........................................................................
Sr. VP & CFO/Treasurer
 45.20
.......................1.00 		    X       630,463 0 12,798
(19) John Page Bachman........................................................................
Corporate VP HR
 40.00
.......................0.00 		    X       350,968 0 42,741
(20) Dewey W Davis........................................................................
Vice President
 40.00
.......................0.00 		    X       276,337 0 249,636
(21) Randy H Hamil........................................................................
Corporate VP Revenue Cycle
 40.00
.......................0.00 		    X       302,002 0 6,836
(22) Robert S Kenagy........................................................................
Sr. VP St. John Health Network
 45.00
.......................0.00 		    X       485,008 0 62,265
(23) Michael B Reeves........................................................................
VP CIO
 40.00
.......................0.00 		    X       358,543 0 15,401
(24) Timothy R Young........................................................................
Sr. VP Chief Quality Officer
 46.20
.......................0.00 		    X       523,558 0 13,524
(25) Kevin Steck........................................................................
Corporate Resp. Ofcr./Sec.
 .10
.......................54.90 		      X     303,108 0 46,620
(26) Robert O Langland........................................................................
Corporate VP Finance Acct. Officer
 40.00
.......................0.00 		      X     349,315 0 63,202
(27) Glenda Sisson........................................................................
Exec. Dir. Invest./Treas.
 40.00
.......................0.00 		      X     152,653 0 7,474
(28) Elizabeth Medina........................................................................
VP Quality and Safety
 40.00
.......................0.00 		      X     192,267 0 15,388
(29) Jennifer D Workman........................................................................
Dir. Human Services
 40.00
.......................0.00 		        X   158,811 0 23,283
(30) Diane Hayes........................................................................
Dir. Bus. Systems
 40.00
.......................0.00 		        X   153,690 0 34,607
(31) Tiari A Harris........................................................................
Physician
 40.00
.......................0.00 		        X   354,137 0 28,015
(32) Penny Schaefer........................................................................
Dir. Meaningful Use
 40.00
.......................0.00 		        X   241,925 0 30,870
(33) Jan M Slater........................................................................
CEO OSUMC
 40.00
.......................0.00 		        X   519,032 0 49,249
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 7,069,582 543,220 842,432
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet46
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
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet0
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		 
g Noncash contributions included in lines
1a-1f:$ 		 
h Total. Add lines 1a-1f.......MediumBullet  
Program Service RevenueAmt Business Code
2a Affiliate Service Rev. 900099 51,749,132 51,749,132    
b IT Voice Services 900099 461,104     461,104
c Clinical Research 900099 70,573     70,573
d Net Patient Revenue 900099 46,216 46,216    
e
f All other program service revenue . 31,066     31,066
g Total. Add lines 2a–2f........MediumBullet 52,358,091
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 36,389,617     36,389,617
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet        
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory   410
b Less: cost or other basis and sales expenses 723,405 4,500
c Gain or (loss) -723,405 -4,090
d Net gain or (loss)..........MediumBullet -727,495     -727,495
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a Premium Revenue 900099 88,061,383     88,061,383
b Equity in Affiliates 900099 55,758,165     55,758,165
c Misc. Income 900099 46,846     46,846
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 143,866,394
12 Total revenue. See Instructions......MediumBullet 231,886,607 51,795,348 0 180,091,259
Form 990 (2013)
Form 990 (2013)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 197,700 197,700
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 18,593 18,593
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 6,682,736 4,530,500 2,152,236  
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 35,907,964 18,251,038 17,656,926  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 350,550 187,409 163,141  
9 Other employee benefits ....... 3,408,620 2,171,538 1,237,082  
10 Payroll taxes ........... 2,246,572 1,300,932 945,640  
11 Fees for services (non-employees):        
a Management ...... 3,963 3,963    
b Legal ......... 2,445,597 35,024 2,410,573  
c Accounting ........... 1,923,678 2,317 1,921,361  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 6,832,941 1,117,485 5,715,456  
12 Advertising and promotion .... 1,014,549 843,112 171,437  
13 Office expenses .......        
14 Information technology ...... 11,254,826 9,465,322 1,789,504  
15 Royalties ..        
16 Occupancy ........... 3,095,979 1,285,325 1,810,654  
17 Travel ............ 291,108 143,558 147,550  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings ....        
20 Interest ........... 20,272,163 -435,709 20,707,872  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 9,905,424 6,700,637 3,204,787  
23 Insurance .............. -1,192,708 112,263 -1,304,971  
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 Hospital Claims Expense 80,245,678 80,245,678 0 0
b Service Fee 4,365,520 0 4,365,520  
c Collection Expense 4,123,262 0 4,123,262 0
d Supplies -323,167 364,756 -687,923 0
e All other expenses 5,400,920 854,066 4,546,854  
25 Total functional expenses. Add lines 1 through 24e 198,472,468 127,395,507 71,076,961 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 2,921,064 1 3,119,699
2 Savings and temporary cash investments .........   2  
3 Pledges and grants receivable, net ...........   3  
4 Accounts receivable, net ............. 1,000,000 4 0
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 .............   7  
8 Inventories for sale or use .............. 152,595 8 268,496
9 Prepaid expenses and deferred charges .......... 2,645,321 9 2,226,934
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 4,484,473
b Less: accumulated depreciation ..... 10b 1,255,454 3,778,907 10c 3,229,019
11 Investments—publicly traded securities ..........   11  
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 ..... 52,067,216 13 26,278,632
14 Intangible assets ............... 37,466,768 14 47,711,822
15 Other assets. See Part IV, line 11 ........... 1,237,500,147 15 1,296,422,414
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 1,337,532,018 16 1,379,257,016
Liabilities 17 Accounts payable and accrued expenses ......... 23,209,733 17 25,935,897
18 Grants payable .................   18  
19 Deferred revenue ................   19  
20 Tax-exempt bond liabilities ............. 494,558,580 20 429,154,151
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.................... 94,756,737 25 139,905,713
26 Total liabilities. Add lines 17 through 25......... 612,525,050 26 594,995,761
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 .............. 703,985,114 27 762,353,513
28 Temporarily restricted net assets ........... 11,021,854 28 11,907,742
29 Permanently restricted net assets ........... 10,000,000 29 10,000,000
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 ........... 725,006,968 33 784,261,255
34 Total liabilities and net assets/fund balances ........ 1,337,532,018 34 1,379,257,016
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
231,886,607
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
198,472,468
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
33,414,139
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
725,006,968
5
Net unrealized gains (losses) on investments ...............
5
28,055,857
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
-2,215,709
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
784,261,255
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 (2013)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


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

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
St John Health System Inc
 
Employer identification number

73-1215174
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization? ................
11g(i)
 
No
(ii) A family member of a person described in (i) above? ......................
11g(ii)
 
No
(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
No
h
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization in col. (i) listed in your governing document? (v) Did you notify the organization in col. (i) of your support? (vi) Is the organization in col. (i) organized in the U.S.? (vii) Amount of monetary support
Yes No Yes No Yes No
(A) Ascension Health
  		311662309 11a Yes   Yes   Yes   4,365,520
Total 4,365,520

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..            
11 Total support (Add lines 7 through 10).  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here.................................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
St John Health System Inc
 
Employer identification number

73-1215174
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance ....          
b Contributions ........          
c Net investment earnings, gains, and losses          
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
 
(ii) related organizations ........................
3a(ii)
 
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................      
b Buildings ................   21,451 179 21,272
c Leasehold improvements ............   858,782 187,646 671,136
d Equipment ................   3,548,263 1,067,629 2,480,634
e Other .................   55,977   55,977
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 3,229,019
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
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 Compensation Asset 1,797,438
(2) Notes and Other Receivables 413,641,709
(3) Other Receivables 26,847,976
(4) Other Miscellaneous Assets 436,254,558
(5) Interest in Investment Held by Ascension Health Alliance 417,880,733




Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 1,296,422,414
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  
Centralized Debt Management System 49,384,710
Long Term Debt 7,305,000
Self Insurance Trust Fund 2,947,695
Misc. Liabilities 31,286,343
Pension Plans 47,056,268
Intercompany Liabilities 1,925,697



Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 139,905,713
2. Liability for uncertain tax positions In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Part X, Line 2: From the consolidated audited financial statements of St. John Health System, Inc.: The Health Ministry accounts for uncertainty in income tax positions by applying a recognition threshold and measurement attribute for financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return.
Schedule D (Form 990) 2013

Additional Data


Software ID:  
Software Version:  




Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
St John Health System Inc
 
Employer identification number
73-1215174
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) Tulsa's Future Inc
Two West Second St Suite 150
Tulsa,OK741033105 		23-7033283 501(c)(3) 65,000 0     Donation to Support Tulsa Future, Inc.
(2) Regional Medical Laboratories Inc
1923 South Utica Avenue
Tulsa,OK74104 		73-1131608 N/A 15,365 0     Support Medical Services
(3) St John Anesthesia Services Inc
1923 South Utica Avenue
Tulsa,OK74104 		20-3690446 N/A 7,961 0     Support Medical Services
(4) St John Medical Center Inc
1923 South Utica Avenue
Tulsa,OK741046520 		73-0579286 501(c)(3) 26,000 0     Support Medical Services
(5) Surgery Inc
1725 E 19th St 800
Tulsa,OK741530307 		73-0768966 N/A 29,286 0     Support Medical Services
(6) Tulsa Radiology Associates
PO Box 4939
Tulsa,OK741590939 		73-6017987 501(c)(3) 22,586 0     Support Medical Services
(7) University of Oklahoma
PO Box 268838
Oklahoma City,OK731268838 		87-0734567 Gov't Entity 6,659 0     Support Medical Services
(8) Urologic Specialists of Oklahoma Inc
10901 E 48th St
Tulsa,OK741465830 		73-0729369 N/A 17,343 0     Support Medical Services








2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
4
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
4
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2013

Schedule I (Form 990) 2013
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance
(1) Medical Services 1 18,593      












Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
Part I, Line 2: St. John Health System, Inc. provides funds to various organizations to support their operations. St. John Health System, Inc. determines the amount of the funds provided on an annual basis.
Schedule I (Form 990) 2013


Additional Data


Software ID:  
Software Version:  


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

73-1215174
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
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)David J PynnPresident & CEO (i)
(ii)		 806,709
0 		121,006
0 		103,096
0 		40,500
0 		18,615
0 		1,089,926
0 		73,064
0
(2)William E WeeksExecutive VP COO (i)
(ii)		 564,200
0 		62,988
0 		59,766
0 		23,000
0 		16,126
0 		726,080
0 		38,728
0
(3)Charles AndersonSr. VP (i)
(ii)		 0
460,609 		0
34,282 		0
48,329 		0
23,000 		0
19,282 		0
585,502 		0
31,269
(4)Lex AndersonSr. VP & CFO/Treasurer (i)
(ii)		 490,729
0 		73,048
0 		66,686
0 		0
0 		12,798
0 		643,261
0 		39,712
0
(5)John Page BachmanCorporate VP HR (i)
(ii)		 280,534
0 		31,319
0 		39,115
0 		17,500
0 		25,241
0 		393,709
0 		29,111
0
(6)Dewey W DavisVice President (i)
(ii)		 204,372
0 		30,422
0 		41,543
0 		236,838
0 		12,798
0 		525,973
0 		33,902
0
(7)Randy H HamilCorporate VP Revenue Cycle (i)
(ii)		 242,515
0 		26,618
0 		32,869
0 		0
0 		6,836
0 		308,838
0 		23,586
0
(8)Robert S KenagySr. VP St. John Health Network (i)
(ii)		 423,407
0 		47,270
0 		14,331
0 		35,000
0 		27,265
0 		547,273
0 		0
0
(9)Michael B ReevesVP CIO (i)
(ii)		 276,399
0 		41,143
0 		41,001
0 		0
0 		15,401
0 		373,944
0 		25,996
0
(10)Timothy R YoungSr. VP Chief Quality Officer (i)
(ii)		 441,826
0 		32,329
0 		49,403
0 		0
0 		13,524
0 		537,082
0 		33,208
0
(11)Kevin SteckCorporate Resp. Ofcr./Sec. (i)
(ii)		 231,739
0 		33,913
0 		37,456
0 		38,731
0 		7,889
0 		349,728
0 		24,863
0
(12)Robert O LanglandCorporate VP Finance Acct. Officer (i)
(ii)		 276,350
0 		30,852
0 		42,113
0 		40,016
0 		23,186
0 		412,517
0 		27,154
0
(13)Glenda SissonExec. Dir. Invest./Treas. (i)
(ii)		 140,830
0 		8,697
0 		3,126
0 		0
0 		7,474
0 		160,127
0 		0
0
(14)Elizabeth MedinaVP Quality and Safety (i)
(ii)		 161,523
0 		18,033
0 		12,711
0 		0
0 		15,388
0 		207,655
0 		6,745
0
(15)Jennifer D WorkmanDir. Human Services (i)
(ii)		 148,802
0 		7,358
0 		2,651
0 		8,100
0 		15,183
0 		182,094
0 		0
0
(16)Diane HayesDir. Bus. Systems (i)
(ii)		 132,301
0 		18,690
0 		2,699
0 		23,000
0 		11,607
0 		188,297
0 		0
0
(17)Tiari A HarrisPhysician (i)
(ii)		 135,830
0 		0
0 		218,307
0 		22,500
0 		5,515
0 		382,152
0 		0
0
(18)Penny SchaeferDir. Meaningful Use (i)
(ii)		 63,792
0 		5,709
0 		172,424
0 		23,000
0 		7,870
0 		272,795
0 		0
0
(19)Jan M SlaterCEO OSUMC (i)
(ii)		 0
0 		0
0 		519,032
0 		46,004
0 		3,245
0 		568,281
0 		0
0
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
Part I, Line 4a: The following individuals received severance payments for the calendar year 2013 of: Jan Slater $177,397 Penny Schaefer $62,258 Tiari Harris $109,217
Part I, Line 4b: Eligible executives participate in a program that provides for supplemental retirement benefits. The payment of benefits under the program, if any, is entirely dependent upon the facts and circumstances under which the executive terminates employment with the Organization. Benefits under the program are unfunded and non-vested. Due to the substantial risk of forfeiture provision, there is no guarantee that these executives will ever receive any benefit under the program. Any amount ultimately paid under the program to the executive is reported as compensation on Form 990, Schedule J, Part II, Column B in the year paid. The following individuals received current year distributions of: David J. Pynn $73,064 Charles Anderson $31,269 William E. Weeks $38,728 Lex Anderson $39,712 Timothy R. Young $33,208 Michael B. Reeves $25,996 John Page Bachman $29,111 Randy H. Hamil $23,586 Dewey W. Davis $33,902 Robert O. Langland $27,154 Kevin Steck $24,863 Elizabeth Medina $6,745
Part I, Line 7: St. John Health System, Inc. is the controlling member organization of an integrated healthcare system ("System"). The System has established an executive accountability and financial incentive plan that encourages the executives' participation in the significant improvements of the quality, financial, growth, and human resource related operations of the Organization. Eligibility is triggered when the System meets certain earnings and community benefits targets; however payments received under the plan are not based on the earnings of the Organization. Executives receive points under a plan scoring system for meeting their predetermined goals. The points are then entered into the plan formula to determine the executives' incentive compensation. Maximum payments under the financial incentive plan are twenty percent of base pay for most executives and 25% of base pay for the System CEO. There is a small discretionary element to the plan, generally equal up to 6.0% of base pay (up to 30% of the total plan pay out).
Schedule J (Form 990) 2013

Additional Data


Software ID:  
Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
St John Health System Inc
 
Employer identification number
73-1215174
Part I
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer 		(i) Pool
financing
Yes No Yes No Yes No
A The Oklahoma Development Finance Authority
  		73-1083741 678908E75 05-10-2007 254,582,328 See Part VI   X   X   X
B The Oklahoma Development Finance Authority
  		73-1083741 678908N59 06-01-2012 192,912,992 See Part VI   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 14,965,000 7,135,000    
2 Amount of bonds legally defeased . . . . . . . . . . .        
3 Total proceeds of issue . . . . . . . . . . . . . . 255,774,455 192,918,115    
4 Gross proceeds in reserve funds . . . . . . . . . . . .        
5 Capitalized interest from proceeds . . . . . . . . . . .        
6 Proceeds in refunding escrows . . . . . . . . . . . .        
7 Issuance costs from proceeds . . . . . . . . . . . . 2,054,093 2,962,871    
8 Credit enhancement from proceeds . . . . . . . . . . .        
9 Working capital expenditures from proceeds . . . . . . . . .        
10 Capital expenditures from proceeds . . . . . . . . . . . 51,890,106 156,158,296    
11 Other spent proceeds . . . . . . . . . . . . . . 201,830,256 33,793,948    
12 Other unspent proceeds . . . . . . . . . . . . . .        
13 Year of substantial completion . . . . . . . . . . . . 2008 2012
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) 2013
Schedule K (Form 990) 2013
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . . . . . X   X          
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 % 0 %    
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 % 0 %    
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? . . . . .   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 you checked "No rebate due" in line 2c, provide in
Part VI the date the rebate computation was performed
3 Is the bond issue a variable rate issue? . . . .   X   X        
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) 2013
Schedule K (Form 990) 2013
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .   X   X        
b Name of provider . . . . . . . . .  
  		 
  		 
  		 
 
c Term of GIC . . . . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . .                
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X   X        
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
Schedule K, Part I: Bond Issues - All debt listed below is secured by the revenue of the members of the Obligated Group consisting of St. John Health System, Inc. St. John Medical Center, Inc., Jane Phillips Memorial Medical Center, St. John Broken Arrow, Inc., Owasso Medical Facility, Inc. and St. John Sapulpa, Inc. and the members of the Obligated Group are jointly and severally liable for the entire debt. A) The Oklahoma Development Finance Authority: St. John Health System, Inc. Revenue & Refunding Bonds, Series 2007 CUSIP #678908E75. Purpose: The bonds are being issued to fund a loan to St. John Health System, Inc. and St. John Medical Center, Inc. to finance capital improvements to and equipment for health care facilities owned and operated by St. John Health System, Inc. and St. John Medical Center, Inc. and other subsidiaries of St. John Health System, Inc. The bonds are also being issued to refund portions of three previous tax-exempt bond issues that were issued 3/20/1996, 10/20/1999, and 7/27/2004. B) The Oklahoma Development Finance Authority: St. John Health System, Inc. Revenue & Refunding Bonds, Series 2012 CUSIP #678908N59. Purpose: The bonds are being issued to fund a loan to St. John Health System, Inc. to finance capital improvements to and equipment for health care facilities owned and operated by St. John Health System, Inc. and St. John Medical Center, Inc. and other subsidiaries of St. John Health System, Inc. The bonds are also being issued to refund portions of a previous tax-exempt bond issued 9/29/1999. Differences between the issue price (Part I) and total proceeds (Part II, Line 3) are due to investment earnings.
Part IV, Line 6, Column A: This question is being answered without regard to a yield-restricted advance refunding escrow financed with proceeds of the bonds.
Part IV, Line 2b, Column A: The new money and current refunding portions of this multipurpose issue qualified for spending exceptions to rebate. The advance refunding portion did not so qualify, but the investments made with such portion were held in a lower-yielding refunding escrow.
Schedule K (Form 990) 2013

Additional Data


Software ID:  
Software Version:  

SCHEDULE O
(Form 990 or 990-EZ)

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

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
St John Health System Inc
 
Employer identification number

73-1215174
Return Reference Explanation
Form 990, Part III, Line 4a: and St. John Broken Arrow, Inc. ("St. John Broken Arrow"). St. John, these subsidiaries, and all other subsidiaries under St. John's direct or indirect control or ownership are referred to herein as "the St. John System". The St. John System supports the purpose and activities of Ascension Health and its powers must be exercised in accordance with the teachings, traditions and canon law of the Roman Catholic Church and the ethical and religious directives for Catholic health facilities promulgated by the National Conference of Catholic Bishops of the United States Catholic Conference. As the parent company of the St. John System, St. John supports the activities of the entire health system by providing executive leadership, centralized support, and managerial functions. Parent-level activities in support of the St. John System include strategic planning, capital and operational budgeting, human resources administration, centralized cash management and treasury functions, accounting and financial reporting, information technology development and support, business office, decision support, and other support and management functions. In fiscal year 2014, the St. John System provided hospital-based services through the Medical Center, Jane Phillips (including Jane Phillips Nowata Hospital, Inc.), St. John Sapulpa, St. John Broken Arrow, and St. John Owasso. These services include a broad range of inpatient and outpatient services serving the population of Northeastern Oklahoma at six owned hospital campuses as well as two additional critical access hospitals in rural Oklahoma and Kansas that are managed by Jane Phillips, with a combined total of nearly 800 hospital beds in operation. St. John's principal for-profit subsidiary, Utica, engages in a variety of health care activities, including: part ownership of a health insurance plan. Utica owns, operates or manages a comprehensive clinical and anatomical laboratory, a medical management service organization, several urgent care centers, a pharmacy, and various other medical practice facilities; and employs more than 450 physicians and mid-level providers. St. John, through Utica and other entities, is also an investor in several joint ventures, including two ambulatory surgery centers. St. John's fundraising activities are conducted through St. John Foundation, a charitable foundation which seeks gifts, bequests, and endowments, all of which are used in furtherance of St. John's charitable activities. St. John conducts a variety of senior and low-income, long-term care activities in Northeastern Oklahoma through St. John Villas. St. John Villas provides a comprehensive nursing-care and long-term residential facility that is designed for seniors in need of long-term nursing care or who are recovering from illness or injury. The facility provides seniors with a safe and secure environment to help them live happy and fulfilled lives. St. John Villas also sponsors "HUD" low income housing projects, including housing for physically-challenged low-income individuals. Mission and Values: As a Catholic healthcare organization, St. John carries on the mission of its sponsors, through Ascension Health, of continuing the healing ministry of Jesus Christ. It aspires to provide health care that works, health care that is safe, and health care that leaves no one behind, with a promise to our patients and the communities we serve of providing medical excellence and compassionate care. It operates in conformance with "the ethical and religious directives for Catholic health facilities." Faithful to the sponsorship mission, philosophy and values, St. John's mission is to provide healthcare and related ministries for the people served, especially the sick, the poor and the powerless. The Board of Directors, management and employees of St. John are guided in their day-to-day actions and interactions with those who serve and who are served by the values of service to the poor, wisdom, reverence, creativity, dedication and integrity. St. John collaborates with other individuals and institutions in the various communities it serves to ascertain community needs and provides a broad range of services along the healthcare continuum to help meet those needs. Programs and services include preventive, diagnostic, therapeutic and rehabilitative programs, including emphasis on health promotion and disease prevention. St. John also advocates for public policies which advance a healthy and just society. St. John works with local, state and national leaders and organizations to bring about a healthcare delivery system that provides dignified access to and affordable, high quality healthcare for all persons. Community Needs Assessment: Each owned hospital in the St. John System has completed a Community Health Needs Assessment and plan of response and those have been posted to each Hospital's website and also the Health System website. St. John continues to look for ways to meet unmet community needs in a sustainable and collaborative way with other organizations to build healthier communities. Governance: The administrative powers of St. John are vested in its Board of Directors, which controls and manages the properties, affairs and funds of St. John, subject to reservation of certain powers by Ascension Health. Ascension Health has reserved the right to set overall strategic direction, change the bylaws of St. John, appoint its principal executive officers, approve certain borrowings, annual budgets and acquisitions and divestitures of certain property, approve St. John's independent accounting firm and elect or appoint its Board of Directors. The Board generally meets on a bi-monthly basis and reviews recommendations of its committees, which include an Executive Committee, an Audit Committee, a Finance Committee, an Executive Compensation Committee, a Physician Transaction Review Committee, a Corporate Responsibility Committee, and a Nominating Committee. The Executive Committee consists of the President and Chief Executive Officer of St. John as well as certain other Board Members and may exercise the authority of the Board in the absence of a regular or special meeting of the Board. With the exception of the Executive, Audit, Executive Compensation, Corporate Responsibility, and Nominating Committees, which are comprised solely of Board Members, Board Committees are generally comprised of Board Members, St. John Medical Center, Inc. and administrative staff and community representatives. Community Benefit: In measuring and reporting quantifiable community benefit, St. John follows guidelines promulgated by the Catholic Health Association of the United States and endorsed by other organizations. Uncompensated care and other elements of community benefit are measured at the unreimbursed estimated cost of services or resources provided. The St. John System serves as an important safety net provider of a broad continuum of health care services to the citizens of Northeastern Oklahoma and the surrounding region. Each of its six main hospitals operates a full-service, 24-hour, 365-day emergency room providing both urgent and emergency care to all individuals, regardless of their ability to pay. The Medical Center, located in Tulsa, Oklahoma, is a full-service tertiary hospital which provides a broad range of inpatient and outpatient health care services. The Medical Center is a tertiary referral center and serves as one of two primary trauma referral centers for Tulsa and Northeastern Oklahoma. It serves as a primary Tulsa teaching hospital for The University of Oklahoma's School of Community Medicine residency programs for internal medicine and surgery. It is also the primary teaching hospital for the In His Image Family Medicine residency program. It is also Northeastern Oklahoma's only "magnet" accredited hospital, signifying excellence in nursing care. St. John Medical Center, Inc. is Tulsa's and Northeastern Oklahoma's only ACS Level II Trauma Center and only Joint Commission-accredited comprehensive stroke center. The Medical Center offers advanced services in trauma, neurological and neurosurgical (including stroke) care, cardiology and cardiothoracic surgery, kidney transplant, adult, pediatric and neonatal intensive care, cancer treatment, joint replacement, and many other areas. Patients seen in the St. John System for the fiscal year ended June 30, 2014: Beds in Service (including 37 newborn bassinets) 782 Total Discharges (excluding normal newborns) - 38,704 Total Observation Days - 19,086 Combined Discharges and Observation Days - 57,790 Total Patient Days (excl. normal newborn and observations) 176,450 Average Length of Stay in Days (excl. normal newborn and obs.) - 4.56 Births - 3,248 Emergency Room Visits - 140,150 Outpatient Visits (excl. emergency room & one day surgeries) 394,526 Inpatient Surgical Cases - 9,855 Outpatient Surgical Cases - 15,545 Physician Office Patient Visits - 617,023 Urgent Ca
assignments for certain residents and by providing financial support to area schools to support nursing education. Other Community Benefit and Outreach Activities: The senior care facility operated by the St. John System operates at or near a loss, as do the critical access hospitals. The St. John System considers these subsidized activities to be essential components of its mission of service. The St. John System provides other forms of community benefit in the form of free, or reduced-charge educational seminars for the general public on wide ranging topics from prenatal care to chronic disease management. It participates in community-wide health screening events, blood donation drives, and a number of other outreach activities to improve the health status of the residents of Northeastern Oklahoma and the surrounding area. Other Program Service Accomplishments: As previously discussed, the St. John System is organized and operated to provide medical excellence and compassionate care to the citizens of Northeastern Oklahoma, with a special preference for the poor and disadvantaged. Summary: The St. John System's role as one of the significant safety-net health care providers for the region continues to grow in prominence. St. John reinvests 100% of any profits derived into new and expanded services to the community. The St. John System is very proud of its history of service to the community and views its responsibility to continue to provide medical services to everyone, especially the poor and disadvantaged, very seriously. As the St. John System continues to face growing financial challenges, it becomes increasingly difficult to sustain our mission of service. Nevertheless, we believe that the quantifiable community benefit as well as the many other areas of service provided by the St. John System and identified in 2014, continue a sound record of stewardship and a significant contribution to the well-being of both the collective communities and individuals within those communities we serve.
Part V, Question 2a: Statements Regarding Other IRS Filings and Tax Compliance The salaries reflected on Form 990 were all reported on the Form 941 Employer's Quarterly Federal Tax Return of St. John Medical Center, Inc. (SJMC). These salaries were reimbursed to SJMC by the filing organization and were included in the number of employees on SJMC's calendar year 2013 Form W-3. The number of employees reported on Part V, Line 2a of Form 990 by the filing organization represents the number of employees providing services to the filing organization during calendar year 2013.
Form 990, Part VI, Section A, line 2 Many of the persons listed on Part VII have a "business relationship" with each other by virtue of employment by St. John Health System, Inc. related entities.
Form 990, Part VI, Section A, line 6 St. John Health System, Inc. has a single corporate member, Ascension Health.
Form 990, Part VI, Section A, line 7a St. John Health System, Inc. has a single corporate member, Ascension Health, who has the ability to elect members to the governing body of St. John Health System, Inc.
Form 990, Part VI, Section A, line 7b All decisions that have a material impact to St. John Health System, Inc.'s financial information or corporation as a whole are subject to approval by its sole corporate member, Ascension Health. Ascension Health, the sole corporate member of St. John Health System, Inc., has designated a system authority matrix which assigns authority for key decisions that are necessary in the operation of the System. Specific areas that are identified in the authority matrix are: new organizations and major transactions; governing documents; appointments/removals; evaluation; debt limits; strategic and financial plans; assets; system policies and procedures. These areas are subject to certain levels of approval by Ascension per the system authority matrix.
Form 990, Part VI, Section B, line 11 St. John Health System, Inc. ("SJHS") has hired a third party preparer experienced in the preparation of Form 990 to assist in the preparation of the return. The Senior Vice President/Chief Financial Officer and other personnel of SJHS will work closely with the paid preparer in gathering the information for the return and will perform the initial detailed review of the return. The return will then be reviewed by the SJHS Audit Committee (as delegated by the Board of the filing Organization). A copy of the return will be provided to all voting Board Members of the filing organization prior to filing.
Form 990, Part VI, Section B, line 12c At every fiscal year end, St. John Health System, Inc. (SJHS) distributes a copy of the current Conflict of Interest Policy and Procedure Bulletin, together with an explanation and questionnaire to the members of the Board of Directors, administrative officers and key employees of SJHS, its subsidiaries and affiliates, including Jane Phillips Nowata Hospital, Inc. The Board Members, administrative officers and key employees of SJHS, its subsidiaries and affiliates must complete the questionnaire and return it to the designated SJHS official within two weeks of receipt. Completed questionnaires are reviewed and summarized by the Vice President, Corporate Compliance and Integrity, or his/her designee. That individual then presents the questionnaire results to the heads of each hospital for further provision to the various boards' Audit and Compliance Committees. The Audit and Compliance Committees, as appropriate, submit a confidential report to their Board Chairman summarizing the questionnaire results. The Board Chairman, as appropriate, may review with the Executive Committee the responses to the questionnaire results. Members of a committee with governing board delegated powers annually sign a statement which affirms such person has received a copy of the Conflict of Interest Policy, has read and understands the Policy, has agreed to comply with the Policy, and understands that the Organization is charitable and, in order to maintain its federal tax exemption, it must engage primarily in activities which accomplish its tax-exempt purpose.
Form 990, Part VI, Section B, line 15 Compensation for all executives in St. John Health System, Inc. ("SJHS"), is analyzed by an independent health care consulting firm. The analysis includes a fair market value assessment and establishment of a range for each position based on research of comparable health care systems of similar size. The report and recommended compensation levels for each executive management position is reviewed and approved by the Executive Compensation Committee of the SJHS Board of Directors. During the review and approval of the compensation, documentation of the decision was recored in the board minutes.
Form 990, Part VI, Section C, line 19 The Organization will provide any documents open to public inspection upon request.
Form 990, Part VII, Section B: Independent Contractor Reporting: Compensation of independent contractors is paid by and reported on the Form 1096, Annual Summary and Transmittal of U.S. Information Returns, of St. John Medical Center, Inc. EIN 73-0579286. Expenses are allocated to and reimbursed by the filing organization to St. John Medical Center, Inc. As such, the organization has not reported independent contractors paid on Form 990, Part VII, Section B.
Form 990, Part XI, line 9: Transfer to Affiliates -8,075,079. Pension and Other Post-Retire Costs 5,131,533. Restricted Contibutions for Purchase of PE 1,317,169. Restricted Fund Balance CY Additions 4,872,176. Released from Restrictions -1,317,169. Other Net Asset Activity -4,144,339.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
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 See separate instructions.
MediumBullet Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
St John Health System Inc
 
Employer identification number

73-1215174
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) Ascension Health Alliance

PO Box 45998

St Louis,MO631455998
45-3358926 		National Health System MO 501(c)(3) Schedule A, Line 11a N/A
 
No
(2) Ascension Health

PO Box 45998

St Louis,MO63134
31-1662309 		National Health System MO 501(c)(3) Schedule A, Line 11a Ascension Health Alliance
 
 
No
(3) Craig County Medical Services Corp

1923 South Utica Avenue

Tulsa,OK74104
73-1487478 		Health Care OK 501(c)(3) Schedule A, Line 9 St John Health System Inc
 
Yes
 
(4) St John Sapulpa Inc

1923 South Utica Avenue

Tulsa,OK74104
73-0662663 		Health Care OK 501(c)(3) Schedule A, Line 3 St John Health System Inc
 
Yes
 
(5) Jane Phillips Nowata Hospital Inc

237 South Locust

Nowata,OK74048
73-1440267 		Health Care OK 501(c)(3) Schedule A, Line 3 Jane Phillips Memorial Medical Center
 
Yes
 
(6) Jane Phillips Memorial Medical Center

3500 E Frank Phillips Blvd

Bartlesville,OK74006
73-0606129 		Health Care OK 501(c)(3) Schedule A, Line 3 St John Health System Inc
 
Yes
 
(7) Jane Phillips Health Care Foundation

3500 E Frank Phillips Blvd

Bartlesville,OK74006
73-1250611 		Rural Health Clinics OK 501(c)(3) Schedule A, Line 3 Jane Phillips Memorial Medical Center
 
Yes
 
(8) Bartlett Homes Inc

1008 E Cleveland

Sapulpa,OK74066
73-1301822 		HUD Housing OK 501(c)(3) Schedule A, Line 7 St John Sapulpa Inc
 
Yes
 
(9) Bethel Manor Inc

619 S Division

Sapulpa,OK74066
73-1216617 		HUD Housing OK 501(c)(3) Schedule A, Line 7 St John Sapulpa Inc
 
Yes
 
(10) St John Building Corporation

1923 South Utica Avenue

Tulsa,OK74104
61-1659782 		Real Estate OK 501(c)(2) N/A St John Health System Inc
 
Yes
 
(11) St John Health System Foundation Inc

1923 South Utica Avenue

Tulsa,OK74104
73-1133139 		Health Care OK 501(c)(3) Schedule A, Line 7 St John Health System Inc
 
Yes
 
(12) St John Medical Center Inc

1923 South Utica Avenue

Tulsa,OK74104
73-0579286 		Health Care OK 501(c)(3) Schedule A, Line 3 St John Health System Inc
 
Yes
 
(13) St John Management Services Inc

1923 South Utica Avenue

Tulsa,OK74104
20-3742040 		Health Care OK 501(c)(3) Schedule A, Line 7 St John Health System Inc
 
Yes
 
(14) St John Villas Inc

1923 South Utica Avenue

Tulsa,OK74104
73-1077367 		Nursing Home OK 501(c)(3) Schedule A, Line 9 St John Health System Inc
 
Yes
 
(15) Owasso Medical Facility Inc

1923 South Utica Avenue

Tulsa,OK74104
20-3700131 		Health Care OK 501(c)(3) Schedule A, Line 3 St John Health System Inc
 
Yes
 
(16) St John Broken Arrow Inc

1923 South Utica Avenue

Tulsa,OK74104
38-3833117 		Health Care OK 501(c)(3) Schedule A, Line 3 St John Health System Inc
 
Yes
 
(17) St John Auxiliary

1923 South Utica Avenue

Tulsa,OK74104
73-0999759 		Health Care OK 501(c)(3) Schedule A, Line 9 St John Health System Inc
 
Yes
 
(18) St Teresa of Avila Villas Inc

6859 South Canton Avenue

Tulsa,OK74136
20-4791422 		HUD Housing OK 501(c)(3) Schedule A, Line 7 St John Villas Inc
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



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

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




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



 		(k)
Percentage
ownership
Yes No Yes No
(1) Platnum Fitness & Rehab Center LLC

4804 South 109th East Avenue
Tulsa,OK74146
20-1879493 		Health Club OK Utica Services Inc
  		N/A -105,596 586,060   No   Yes   40.000 %
(2) Memorial Surgery Center LLC

8131 South Memorial Avenue
Tulsa,OK74133
20-1167151 		Operate ASC OK Utica Services Inc
  		N/A       No     No 50.100 %
(3) Broken Arrow Development LLC

1924 South Utica Avenue
Tulsa,OK74104
26-0748994 		Medical Services OK Utica Services Inc
  		N/A -4,097 2,838   No   Yes   50.000 %
(4) UticaUSP Tulsa LLC

15305 Dallas Pkwy Ste 1600 LB 28
Addison,TX75001
27-0408231 		Medical Services TX Utica Services Inc
  		N/A 129,506 2,105,486   No     No 50.100 %
(5) JPHC LLC

3500 SE Frank Phillips Blvd
Bartlesville,OK74006
61-1498699 		Medical Services OK Jane Phillips Support Services
  		N/A 62,875 803,428   No   Yes   25.000 %




Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) Utica Services Inc

1923 South Utica Avenue
Tulsa,OK74104
73-1057650 		Medical Services OK St John Health System Inc
  		C -2,767,468 101,610,062 100.000 %   No
(2) Regional Medical Laboratories Inc

1923 South Utica Avenue
Tulsa,OK74104
73-1131608 		Medical Services OK Utica Services Inc
  		C 20,065,938 21,491,091 100.000 %   No
(3) Physician Support Services Inc

1923 South Utica Avenue
Tulsa,OK74104
73-1437252 		Medical Services OK Utica Services Inc
  		C -24,102,471 18,469,863 100.000 %   No
(4) OMNI Medical Group Inc

1923 South Utica Avenue
Tulsa,OK74104
73-1335536 		Medical Services OK Physician Support Services Inc
  		C -2,389,857 24,968,237 100.000 %   No
(5) Outbound Medical Network Inc

1923 South Utica Avenue
Tulsa,OK74104
73-1255463 		Medical Services OK Utica Services Inc
  		C     100.000 %   No
(6) St John Urgent Care Clinic Inc

1923 South Utica Avenue
Tulsa,OK74104
20-4990275 		Medical Services OK Physician Support Services Inc
  		C -1,272,625 969,224 100.000 %   No
(7) St John Anesthesia Services Inc

1923 South Utica Avenue
Tulsa,OK74104
20-3690446 		Medical Services OK St John Physicians Inc
  		C -352,486 1,829,626 100.000 %   No
(8) St John Physicians Inc

1923 South Utica Avenue
Tulsa,OK74104
73-1321032 		Medical Services OK Physician Support Services Inc
  		C -31,790,112 16,954,390 100.000 %   No
(9) Ceres Medical Practice Inc

3400 E Frank Phillips Blvd
Bartlesville,OK74006
73-1522656 		Medical Services OK Jane Phillips Support Services Inc
  		C -3,147,649 4,270,482 100.000 %   No
(10) Doctors Building of Bartlesville

3500 State Street
Bartlesville,OK74006
73-0759185 		Building Rental OK Jane Phillips Enterprises Inc
  		C -6,506   100.000 %   No
(11) Gemini Medical Group Inc

3400 E Frank Phillips Blvd
Bartlesville,OK74006
73-1503529 		Medical Services OK Jane Phillips Support Services Inc
  		C     100.000 %   No
(12) Gemini After Hours Clinic Inc

3400 E Frank Phillips Blvd
Bartlesville,OK74006
30-0375407 		Medical Services OK Jane Phillips Support Services Inc
  		C     100.000 %   No
(13) Jane Phillips Specialty Physicians Inc

3400 E Frank Phillips Blvd
Bartlesville,OK74006
01-0879962 		Medical Services OK Jane Phillips Support Services Inc
  		C -6,026,486 1,253,238 100.000 %   No
(14) Professional Credit Recovery

4100 SE Adams Blvd
Bartlesville,OK74006
73-1057187 		Collections Services OK Jane Phillips Enterprises Inc
  		C 104,469 171,788 100.000 %   No
(15) Synergy Hospitalist Grp Inc

3400 E Frank Phillips Blvd
Bartlesville,OK74006
30-0375404 		Medical Services OK Jane Phillips Support Services Inc
  		C -578,350 411,301 100.000 %   No
(16) Professional Medical Insurance Risk Retention Group Inc

201 Merchant Street Suite 2400
Honolulu,HI96813
73-1525831 		Insurance HI St John Health System Inc
  		C     100.000 %   No
(17) Jane Phillips Support Services Inc

3400 E Frank Phillips Blvd
Bartlesville,OK74006
75-1530296 		Holding Company OK Utica Services Inc
  		C -9,654,523 6,106,810 100.000 %   No
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
Yes
 
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
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
 
No
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) St John Medical Center Inc

 O 164,146,024 FMV
(2) St John Medical Center Inc

 Q 129,835,951 FMV
(3) St John Medical Center Inc

 M 102,758,668 FMV
(4) St John Medical Center Inc

 R 51,558,890 FMV
(5) Ascension Health

 R 27,020,770 FMV
(6) Utica Services Inc

 S 23,951,860 FMV
(7) St John Medical Center Inc

 D 17,217,829 FMV
(8) Utica Services Inc

 L 13,176,679 FMV
(9) St John Broken Arrow Inc

 S 12,373,296 FMV
(10) St John Building Corporation

 L 12,302,822 FMV
(11) Utica Services Inc

 P 10,785,191 FMV
(12) St John Broken Arrow Inc

 D 9,453,098 FMV
(13) Jane Phillips Memorial Medical Center

 M 7,410,517 FMV
(14) Jane Phillips Memorial Medical Center

 R 6,973,931 FMV
(15) St John Building Corporation

 S 6,380,073 FMV
(16) Owasso Medical Facility Inc

 S 5,939,901 FMV
(17) Ascension Health

 S 5,169,662 FMV
(18) Owasso Medical Facility Inc

 D 3,889,077 FMV
(19) Ascension Health

 M 3,355,775 FMV
(20) St John Sapulpa Inc

 S 3,280,752 FMV
(21) St John Building Corporation

 Q 3,020,551 FMV
(22) St John Broken Arrow Inc

 L 2,922,955 FMV
(23) St John Building Corporation

 K 2,902,198 FMV
(24) St John Health System Foundation Inc

 Q 2,745,873 FMV
(25) St John Health System Foundation Inc

 R 2,646,927 FMV
(26) Owasso Medical Facility Inc

 L 2,048,165 FMV
(27) St John Sapulpa Inc

 D 1,749,379 FMV
(28) St John Sapulpa Inc

 L 1,549,569 FMV
(29) St John Villas Inc

 S 532,963 FMV
(30) St John Villas Inc

 L 527,350 FMV
(31) Ascension Health

 Q 416,500 FMV
(32) St John Medical Center Inc

 K 328,123 FMV
(33) Jane Phillips Memorial Medical Center

 O 326,861 FMV
(34) Professional Medical Insurance Risk Retention Group Inc

 R 300,754 FMV
(35) Professional Medical Insurance Risk Retention Group Inc

 Q 267,880 FMV
(36) Craig County Medical Services Corp

 P 166,443 FMV
(37) Craig County Medical Services Corp

 S 124,501 FMV
(38) Jane Phillips Memorial Medical Center

 D 109,989 FMV
(39) St John Health System Foundation Inc

 L 98,947 FMV
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

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




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






























Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2013
Additional Data


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