Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private
foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
A For the 2014 calendar year, or tax year beginning 01-01-2014 , and ending 12-31-2014
BCheck if applicable:
CName of organization
BJC HEALTH SYSTEM
 
Doing business as
BJC HEALTHCARE
 
Number and street (or P.O. box if mail is not delivered to street address)
4901 FOREST PARK AVE SUITE 1200
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ST LOUIS, MO63108
D Employer identification number

43-1617558
E Telephone number

G Gross receipts $ 635,089,452
F Name and address of principal officer:
KEVIN V ROBERTS
4901 FOREST PARK AVE
ST LOUIS,MO63108
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.BJC.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet3844
K Form of organization:
 
L Year of formation: 1993
M State of legal domicile: MO
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: HEALTHCARE SERVICES AND HEALTH EDUCATION TO COMMUNITIES WE SERVE.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 17
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 13
5 Total number of individuals employed in calendar year 2014 (Part V, line 2a) ...... 5 2,576
6 Total number of volunteers (estimate if necessary) ............. 6 152
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a -6,936,831
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b -9,032,853
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 0 283,788
9 Program service revenue (Part VIII, line 2g) ......... 451,786,315 497,959,699
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 281,923,966 132,504,863
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 1,233,323 4,215,680
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 734,943,604 634,964,030
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 3,470,768 1,185,780
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) 273,871,255 280,550,231
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).... 180,869,981 226,436,352
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 458,212,004 508,172,363
19 Revenue less expenses. Subtract line 18 from line 12....... 276,731,600 126,791,667
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 4,236,274,445 4,686,670,793
21 Total liabilities (Part X, line 26)............. 2,093,167,355 2,808,181,271
22 Net assets or fund balances. Subtract line 21 from line 20..... 2,143,107,090 1,878,489,522
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet
Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2014)
Form 990 (2014)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: BJC HEALTHCARE IS THE PARENT CORPORATION OF A NONPROFIT HEALTH CARE ORGANIZATION SERVING PRIMARILY THE RESIDENTS OF METROPOLITAN ST. LOUIS, MID-MISSOURI AND SOUTHERN ILLINOIS IN URBAN, SUBURBAN AND RURAL COMMUNITIES. BJC OPERATES 13 HOSPITALS AND MULTIPLE COMMUNITY HEALTH LOCATIONS WHICH PROVIDE INPATIENT AND OUTPATIENT CARE, REHABILITATION, PRIMARY CARE, HOME CARE, HOSPICE, LONG-TERM CARE, COMMUNITY MENTAL HEALTH, WORKPLACE HEALTH AND COMMUNITY HEALTH AND WELLNESS. BJC ALSO SUPPORTS THE TRAINING OF FUTURE HEALTH PROFESSIONALS; ADVANCEMENT OF MEDICAL RESEARCH; REGIONAL HEALTH SAFETY NET SERVICES AND EMERGENCY PREPAREDNESS; COMMUNITY OUTREACH AND HEALTH LITERACY; AND REGIONAL ECONOMIC DEVELOPMENT.
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 $ 150,313,567 including grants of $   ) (Revenue $ 150,341,198 )
BJC MEDICAL GROUP - BJC MEDICAL GROUP EMPLOYS 188 PHYSICIANS WITH A RANGE OF MEDICAL AND SURGICAL SPECIALTIES. THE PHYSICIANS SERVE PATIENTS IN ST. LOUIS, MO; FARMINGTON, MO; SULLIVAN, MO.; MID-MISSOURI AND SOUTHERN ILLINOIS. BJC MEDICAL GROUP SUPPORTS PHYSICIAN PRACTICES ASSOCIATED WITH BJC HEALTHCARE HOSPITALS AND HELPS THEM GROW. THE MEDICAL GROUP ALSO PARTNERS WITH PRIVATE PHYSICIANS AND BJC HOSPITALS TO RECRUIT PHYSICIANS TO GROWING MARKETS. PHYSICIAN RECRUITS INCLUDE BOTH PRIMARY AND SPECIALTY PHYSICIANS. THE ORGANIZATION HAD 620,704 VISITS.
4b (Code:   ) (Expenses $ 95,808,406 including grants of $   ) (Revenue $ 95,808,406 )
BJC INFORMATION SERVICES AND TECHNOLOGY SERVICES DEPARTMENT PLANS, DEVELOPS AND SUPPORTS INFORMATION TECHNOLOGY AND TELECOMMUNICATIONS INITIATIVES THROUGHOUT BJC. THE 600-PERSON DEPARTMENT MAINTAINS THE ORGANIZATION'S TECHNOLOGY INFRASTRUCTURE AND ACHIEVES SPECIFIC STRATEGIC GOALS RELATED TO CLINICAL CARE, PATIENT SAFETY AND EVIDENCE-BASED MEDICINE, PROCESS SIMPLIFICATION AND STANDARDIZATION, AUTOMATION, EDUCATION, WORKFORCE DEVELOPMENT, FINANCIAL MANAGEMENT AND PATIENT SATISFACTION. BJC HOSPITALS BENEFIT FROM THE CENTRALIZED DEPTH OF INFORMATION SERVICES KNOWLEDGE AND THE COMMITMENT TO INNOVATIVE TECHNOLOGY SOLUTIONS.
4c (Code:   ) (Expenses $ 32,401,942 including grants of $   ) (Revenue $ 32,401,942 )
BJC CLINICAL ENGINEERING MANAGES CLINICAL ASSETS ACROSS BJC, INCLUDING OPERATIONAL SUPPORT AND MAINTENANCE MANAGEMENT OF DIAGNOSTIC, TREATMENT AND PATIENT SUPPORT MEDICAL EQUIPMENT SUCH AS BIOMEDICAL EQUIPMENT, CLINICAL LABORATORY EQUIPMENT AND DIAGNOSTIC IMAGING TECHNOLOGY. SERVICE ENGINEERS ARE DEPLOYED ACROSS THE 13 HOSPITALS AND OTHER HEALTH SERVICE ORGANIZATIONS AS REQUIRED TO MEET DEMAND. BJC CLINICAL ENGINEERING WORKS IN COLLABORATION WITH OTHER BJC DEPARTMENTS CONCERNING PATIENT SAFETY FOR MAINTENANCE AND PRODUCT RECALLS; PRE-PURCHASE EVALUATION AND SUPPORT COST ANALYSIS; ASSET MANAGEMENT PLANNING FROM ACQUISITION THROUGH DISPOSAL; PROJECT PLANNING AND MANAGEMENT; AND ENVIRONMENTAL ROUNDS.
(Code:   ) (Expenses $ 13,506,772 including grants of $ 1,185,780 ) (Revenue $ 219,408,153 )
4d Other program services (Describe in Schedule O.)
(Expenses $ 13,506,772 including grants of $ 1,185,780 ) (Revenue $ 219,408,153 )
4e Total program service expensesMediumBullet292,030,687
Form 990 (2014)
Form 990 (2014)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part IIIClick to see attachment............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IVClick to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV... Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions) ....
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 (2014)
Form 990 (2014)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................ Click to see list of attachments
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I....
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 "Yes," complete Schedule L, Part II................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........ Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2... Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2014)
Form 990 (2014)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
3,148
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
1
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
2,576
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletCJ , CA , HU , MY
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?.........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2014)
Form 990 (2014)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
17
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
13
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
Yes
 
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
Yes
 
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, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletLARRY KAYSER

4901 FOREST PARK AV STE 1200
ST LOUIS,MO63108 (314) 286-2057
Form 990 (2014)
Form 990 (2014)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

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

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

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

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) BJC HEALTH SYS GROUP RETURN........................................................................
SEE SCHEDULE O
 40.00
.......................   		X   X       14,465,349 0 1,918,008
(2) BJC HEALTH SYS GROUP RETURN........................................................................
SEE SCHEDULE O
 40.00
.......................   		      X     1,095,776 0 155,382
(3) BJC HEALTH SYS GROUP RETURN........................................................................
SEE SCHEDULE O
 40.00
.......................   		        X   4,122,788 0 184,779
(4) BJC HEALTH SYS GROUP RETURN........................................................................
SEE SCHEDULE O
 0.00
.......................   		          X 312,639 0 3,832


























Form 990 (2014)
Form 990 (2014)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;


























1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 19,996,552 0 2,262,001
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet491
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet0
Form 990 (2014)
Form 990 (2014)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d 264,500
e Government grants (contributions)1e 12,286
f All other contributions, gifts, grants, and
similar amounts not included above1f 		7,002
g Noncash contributions included in lines
1a-1f:$ 		 
h Total. Add lines 1a-1f.......MediumBullet 283,788
Program Service RevenueAmt Business Code
2a SVCS TO AFFILIATES 561000 400,028,817 400,028,817    
b PROGRAM SVC REVENUE 621110 94,814,117 94,814,117    
c PROGRAM OTHER OPER INC 900099 2,592,244 2,592,244    
d BILLING REVENUE 541900 253,488 30,713 222,775  
e PROGRAM RENTAL INCOME 531190 193,581 193,581    
f All other program service revenue . 77,452 77,452    
g Total. Add lines 2a–2f........MediumBullet 497,959,699
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet -6,170,460   -7,350,874 1,180,414
4 Income from investment of tax-exempt bond proceeds..MediumBullet 4,262,924     4,262,924
5 Royalties...........MediumBullet        
(i) Real (ii) Personal
6a Gross rents 688,470  
b Less: rental expenses 0  
c Rental income or (loss) 688,470  
d Net rental income or (loss).......MediumBullet 688,470     688,470
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 134,534,842 2,979
b Less: cost or other basis and sales expenses 0 125,422
c Gain or (loss) 134,534,842 -122,443
d Net gain or (loss)..........MediumBullet 134,412,399     134,412,399
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 OTHER OPERATING INCOME 900099 2,882,415     2,882,415
b EMPLOYEE SWIPE REVENUE 900099 226,311     226,311
c TRAINING REVENUE 611600 191,268   191,268 0
d All other revenue .... 227,216     227,216
e Total. Add lines 11a–11d ...... MediumBullet 3,527,210
12 Total revenue. See Instructions......MediumBullet 634,964,030 497,736,924 -6,936,831 143,880,149
Form 990 (2014)
Form 990 (2014)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 1,185,780 1,185,780
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ....    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 ............    
4 Benefits paid to or for members ....    
5 Compensation of current officers, directors, trustees, and key employees .... 19,683,913   19,683,913  
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 .... 208,617,035 145,509,432 63,107,603  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 16,522,914 10,761,436 5,761,478  
9 Other employee benefits ....... 19,574,592 9,573,222 10,001,370  
10 Payroll taxes ........... 16,151,777 10,752,109 5,399,668  
11 Fees for services (non-employees):        
a Management ...... 254,103   254,103  
b Legal ......... 4,285,205 58,730 4,226,475  
c Accounting ........... 1,251,700 200 1,251,500  
d Lobbying ........... 597,084   597,084  
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 7,317,560   7,317,560  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) .... 56,510,404 13,456,843 43,053,561  
12 Advertising and promotion .... 2,878,131 396,225 2,481,906  
13 Office expenses ....... 5,075,636 3,173,931 1,901,705  
14 Information technology ...... 39,965,955 29,678,194 10,287,761  
15 Royalties ..        
16 Occupancy ........... 26,213,591 16,384,920 9,828,671  
17 Travel ............ 2,041,082 1,129,795 911,287  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 946,429 660,020 286,409  
20 Interest ........... 2,119,330   2,119,330  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 14,134,520 8,053,866 6,080,654  
23 Insurance .............. 3,908,002 3,040,029 867,973  
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 REPAIRS AND MAINTENANCE 27,592,842 23,532,017 4,060,825  
b MEDICAL SUPPLIES 13,845,218 13,737,790 107,428  
c SERVICE CONTRACT FEES 1,109,797 282,935 826,862  
d DUES AND SUBSCRIPTIONS 1,106,797 538,108 568,689  
e All other expenses 15,282,966 125,105 15,157,861  
25 Total functional expenses. Add lines 1 through 24e 508,172,363 292,030,687 216,141,676 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 (2014)
Form 990 (2014)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ............. -63,251 1 -11,299
2 Savings and temporary cash investments ......... 75,021,427 2 38,607,620
3 Pledges and grants receivable, net ...........   3  
4 Accounts receivable, net ............. 7,126,145 4 6,164,909
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 ............. 10,300,894 7 10,300,894
8 Inventories for sale or use .............. 844,673 8 5,778,108
9 Prepaid expenses and deferred charges .......... 24,160,324 9 33,394,808
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 330,292,562
b Less: accumulated depreciation ..... 10b 156,076,302 170,174,801 10c 174,216,260
11 Investments—publicly traded securities .......... 2,452,796,458 11 2,506,027,285
12 Investments—other securities. See Part IV, line 11 ..... 1,408,073,961 12 1,826,110,983
13 Investments—program-related. See Part IV, line 11 ..... 21,223,754 13 22,732,221
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 66,615,259 15 63,349,004
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 4,236,274,445 16 4,686,670,793
Liabilities 17 Accounts payable and accrued expenses ......... 146,608,600 17 175,630,354
18 Grants payable .................   18  
19 Deferred revenue ................   19 274,745
20 Tax-exempt bond liabilities ............. 1,312,620,000 20 1,497,000,000
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 633,938,755 25 1,135,276,172
26 Total liabilities. Add lines 17 through 25......... 2,093,167,355 26 2,808,181,271
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 .............. 2,143,079,490 27 1,878,467,630
28 Temporarily restricted net assets ........... 27,600 28 21,892
29 Permanently restricted net assets ...........   29  
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 2,143,107,090 33 1,878,489,522
34 Total liabilities and net assets/fund balances ........ 4,236,274,445 34 4,686,670,793
Form 990 (2014)
Form 990 (2014)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
634,964,030
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
508,172,363
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
126,791,667
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
2,143,107,090
5
Net unrealized gains (losses) on investments ...............
5
-47,095,165
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
-344,314,070
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
1,878,489,522
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? .................
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2014)
Form 990 (2014)
Page 13
Form 990, Special Condition Description:
Special Condition Description
Form 990 (2014)
Form 990 (2014)
Page 14
Additional Data


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

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

43-1617558
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
a
b
c
d
e
f
Enter the number of supported organizations ............................. 3
g
Provide the following information about the supported organization(s).
(i)Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
(A) BARNES-JEWISH HOSPITAL
  		237309937 3 Yes   143,782,701 0
(B) ST LOUIS CHILDREN'S HOSPITAL
  		430654870 3 Yes   40,400,293 0
(C) MISSOURI BAPTIST MEDICAL CENTER
  		430652656 3 Yes   53,443,260 0
Total : 33 237,626,254

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support Add lines 7 through 10.  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
Yes
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
No
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
No
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
No
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations....
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed, (ii) the reasons for each such action, (iii) the authority under the organization's organizing document authorizing such action, and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
Yes
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
Yes
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (a) its supported organizations; (b) individuals that are part of the charitable class benefited by one or more of its supported organizations; or (c) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
Yes
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in IRC 4958(c)(3)(C)), a family member of a substantial contributor, or a 35-percent controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
No
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part II of Schedule L (Form 990).
8
 
No
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
No
b
Did one or more disqualified persons (as defined in line 9(a)) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
No
c
Did a disqualified person (as defined in line 9(a)) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
No
10a
Was the organization subject to the excess business holdings rules of IRC 4943 because of IRC 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer b below.
10a
 
No
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
No
b
A family member of a person described in (a) above?
11b
 
No
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
No
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 5
Part IV
Supporting Organizations (continued)

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

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

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

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

Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2014 		(iii)
Distributable
Amount for 2014
1 Distributable amount for 2014 from Section C, line
6 		 
2 Underdistributions, if any, for years prior to 2014
(reasonable cause required--see instructions)		  
3 Excess distributions carryover, if any, to 2014:
a From 2009.......X
b From 2010.......X
c From 2011.......X
d From 2012.......X
e From 2013.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2014 distributable amount  
i Carryover from 2009 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2014 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2014 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2014, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)		  
6 Remaining underdistributions for 2014. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)		  
7 Excess distributions carryover to 2015. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a From 2010.......X
b From 2011.......X
c From 2012.......X
d From 2013.......  
e From 2014.......  
Schedule A (Form 990 or 990-EZ) (2014)
Schedule A (Form 990 or 990-EZ) 2014
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
PART IV, SECTION A, LINE 5A: DURING 2014, BJC HEALTH SYSTEM (BJC) PROVIDED SUPPORT TO ORGANIZATIONS AS SPECIFIED IN THE ORGANIZING DOCUMENTS OF BJC. ALTHOUGH CHRISTIAN HEALTH SERVICES DEVELOPMENT CORPORATION (EIN : 43-1230583) WAS LISTED AS A SPECIFIED SUPPORTED ORGANIZATION IN PRIOR YEARS, THIS LISTING HAS BEEN CORRECTED TO COMPLY WITH IRS REGULATIONS AND TO CLARIFY THAT WHILE BJC HEALTH SYSTEM PROVIDES SUPPORT TO CHRISTIAN HEALTH SERVICES DEVELOPMENT CORPORATION BECAUSE IT IS PART OF THE BJC HEALTH SYSTEM INTEGRATED NETWORK, IS OPERATED, SUPERVISED, AND CONTROLLED IN CONNECTION WITH BJC'S SPECIFIED SUPPORTED ORGANIZATIONS, AND THE SUPPORT IS PROVIDED FOR THE ULTIMATE BENEFIT OF BJC'S SPECIFIED SUPPORTED ORGANIZATIONS, CHRISTIAN HEALTH SERVICES DEVELOPMENT CORPORATION ITSELF IS NOT ONE OF THE SPECIFIED SUPPORTED ORGANIZATIONS. A CORRESPONDING CHANGE IS BEING MADE TO BJC'S ARTICLES OF INCORPORATION. THE AMOUNT OF SUPPORT PROVIDED TO UNSPECIFIED SUPPORTED ORGANIZATIONS WHICH MAINTAIN PUBLIC CHARITY STATUS OF SECTION 509(A)(1) AND 509(A)(2) DURING 2014 = $51,985,975.
PART IV, SECTION A, LINE 6: DURING 2014, BJC HEALTH SYSTEM (BJC) PROVIDED GRANTS OR ALLOCATIONS TO OTHER ORGANIZATIONS AND COMMUNITY GROUPS ON BEHALF OF ITS SUPPORTED ORGANIZATIONS. THE PURPOSE OF THESE GRANTS WERE TO FURTHER THE CHARITABLE, SCIENTIFIC AND EDUCATIONAL PURPOSES OF THE SUPPORTED ORGANIZATIONS AND TO PROMOTE AND SUPPORT THE INTERESTS AND PURPOSES OF THOSE SUPPORTED ORGANIZATIONS SPECIFIED IN BJC'S ORGANIZING DOCUMENTS. THESE GRANTS AND ALLOCATIONS WERE INSIGNIFICANT IN RELATION TO BJC HEALTH SYSTEM'S OVERALL ACTIVITIES AND WILL BE MADE FROM THE SPECIFIED SUPPORTED ORGANIZATIONS IN THE FUTURE.
PART IV, SECTION B, LINE 2: DURING 2014, BJC PROVIDED SUPPORT TO OTHER UNSPECIFIED ORGANIZATIONS WHICH MAINTAIN A PUBLIC CHARITY STATUS UNDER SECTION 509(A)(1) OR 509 (A)(2) OF THE INTERNAL REVENUE CODE (CODE). ALL OTHER UNSPECIFIED ORGANIZATIONS ARE RELATED TO THE SUPPORTED ORGANIZATIONS BY COMMON BOARDS, OPERATIONAL CONTROL AND PARENT/SUBSIDIARY RELATIONSHIPS. THESE OTHER UNSPECIFIED ORGANIZATIONS PROMOTE OR SUPPORT, EITHER DIRECTLY OR INDIRECTLY, THE INTERESTS AND CHARITABLE, SCIENTIFIC AND EDUCATIONAL PURPOSES OF BJC AND ITS SUPPORTED ORGANIZATIONS AS SPECIFIED IN BJC'S ORGANIZING DOCUMENTS.
Schedule A (Form 990 or 990-EZ) 2014

Additional Data


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

43-1617558
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




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

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

43-1617558
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 

   
 
 
  ,    

$RESTRICTED


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


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

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

43-1617558
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

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

43-1617558
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Additional Data


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

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

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd Bullet Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
If the organization answered "Yes" to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" to Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
BJC HEALTH SYSTEM
 
Employer identification number

43-1617558
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

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

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

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

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










For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2014

Schedule C (Form 990 or 990-EZ) 2014
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))		  
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2014


Schedule C (Form 990 or 990-EZ) 2014
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
Yes
 
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
 
No
 
e
Publications, or published or broadcast statements? .......................
 
No
 
f
Grants to other organizations for lobbying purposes? .......................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
597,084
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? ..........................
 
No
 
j
Total. Add lines 1c through 1i ...............................
597,084
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ............................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
PART II-B, LINE 1: BJC GOVERNMENT RELATIONS DEPARTMENT EXPENSES INCLUDE RESOURCES DEDICATED TO TRACKING LEGISLATION THAT MAY ADVERSELY IMPACT THE FILING ORGANIZATION. INDIRECT ALLOCATION OF EXPENSES INCLUDE RELEVANT PORTION OF LOBBYING ACTIVITIES WITH DIRECT CONTACT WITH LEGISLATORS, THEIR STAFFS, GOVERNMENT OFFICIALS OR A LEGISLATIVE BODY. EXPENSES ALSO INCLUDE EDUCATIONAL SEMINARS FOR BJC EMPLOYEES REGARDING IMPORTANT HEALTHCARE LEGISLATIVE MATTERS.
Schedule C (Form 990 or 990EZ) 2014

Additional Data


Software ID:  
Software Version:  

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

43-1617558
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenue included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII .......
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance ....          
b Contributions ........          
c Net investment earnings, gains, and losses          
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
 
(ii) related organizations ........................
3a(ii)
 
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   3,924,587 3,924,587
b Buildings ................   54,121,503 33,202,878 20,918,625
c Leasehold improvements ............   26,835,851 21,613,138 5,222,713
d Equipment ................   141,629,059 94,252,330 47,376,729
e Other .................   103,781,562 7,007,956 96,773,606
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 174,216,260
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A) PRIVATE EQUITY FUNDS 		457,518,957 F

(B) HEDGE FUNDS 		990,295,755 F

(C) REAL ESTATE FUNDS 		218,017,917 F

(D) OTHER 		160,278,354 F





Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 1,826,110,983
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  
INTEREST RATE SWAPS 104,043,568
PENSION LIABILITY 612,948,050
OTHER CURRENT LIAB 1,912,213
OTHER LONG TERM LIABILITIES 22,786,871
SELF FUNDED MALPR 147,395,889
INTEREST PAYABLE 15,929,821
DEFERRED COMPENSATION PAYABLE 27,470,200
RELATED PARTY LIABILITY 155,448,299
PAYABLE SECURITY LENDING 47,341,261
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 1,135,276,172
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART X, LINE 2: THE AUTHORITATIVE GUIDANCE IN ASC 740, INCOME TAXES, CREATES A SINGLE MODEL TO ADDRESS UNCERTAINTY IN TAX POSITIONS AND CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING THE MINIMUM RECOGNITION THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. UNDER THE REQUIREMENTS OF THIS GUIDANCE, TAX-EXEMPT ORGANIZATIONS COULD BE REQUIRED TO RECORD AN OBLIGATION AS THE RESULT OF A TAX POSITION THEY HAVE HISTORICALLY TAKEN ON VARIOUS TAX EXPOSURE ITEMS. BJC HAS NOT RECOGNIZED A LIABILITY FOR UNCERTAIN TAX POSITIONS.
Schedule D (Form 990) 2014

Additional Data


Software ID:  
Software Version:  




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

43-1617558
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants
and other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria
used to award the grants or assistance? ...........................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total expenditures
for and investments
in region
NORTH AMERICA 0 0 INVESTMENTS   27,795,000
CENTRAL AMERICA/CARIBBEAN 0 0 INVESTMENTS   1,358,712,000
CENTRAL AMERICA/CARIBBEAN 1 1 PROGRAM SERVICES PROGRAM ADMINISTRATIVE EXPENSES RELATED TO ATG ASSURANCE COMPANY LTD. INCLUDES EXPENSES INCURRED WHILE CONDUCTING ACTIVITIES OF THIS WHOLLY OWNED CAPTIVE INSURANCE COMPANY. ALSO INCLUDES OTHER PROGRAM SERVICES EXPENSES. 96,000
EUROPE 0 0 INVESTMENTS   190,167,000
EUROPE 0 0 PROGRAM SERVICES PROGRAM SERVICES EXPENSES INCLUDING CLINICAL EXCELLENCE, HEALTHCARE EQUIPMENT AND SUPPLY PURCHASES. 57,000
NORTH AMERICA 0 0 PROGRAM SERVICES PROGRAM SERVICES EXPENSES INCLUDING HEALTHCARE CLINICAL EQUIPMENT AND SUPPLY PURCHASES. 970,000
MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 PROGRAM SERVICES PROGRAM SERVICES EXPENSES INCLUDING HEALTHCARE CLINICAL EQUIPMENT AND SUPPLY PURCHASES. 2,000
NORTH AMERICA 0 0 INVESTMENT EXPENDITURES   5,673,000
EUROPE 0 0 INVESTMENT EXPENDITURES   16,000
EAST ASIA AND THE PACIFIC 0 0 INVESTMENTS   50,285,000
SOUTH AMERICA 0 0 INVESTMENTS   1,777,000
SOUTH ASIA 0 0 INVESTMENTS   1,529,000
SUB-SAHARAN AFRICA 0 0 INVESTMENTS   3,014,000
           
           
           
           
3a Sub-total ..... 1 1 1,583,472,000
b Total from continuation sheets to Part I ... 0 0 56,621,000
c Totals (add lines 3a and 3b) 1 1 1,640,093,000
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2014
Schedule F (Form 990) 2014
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (a)(c) Region (b)(d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter ....MediumBullet
 
3
Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2014
Schedule F (Form 990) 2014Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2014
Schedule F (Form 990) 2014
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926)......................................
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; do not file with Form 990)............................
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621)...............................................
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships. (see Instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see Instructions for Form 5713; do not file with Form 990).....................................
Schedule F (Form 990) 2014
Schedule F (Form 990) 2014
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2014
Additional Data


Software ID:  
Software Version:  



Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
BJC HEALTH SYSTEM
 
Employer identification number
43-1617558
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) WASHINGTON UNIVERSITY
600 S EUCLID AVE
SAINT LOUIS,MO63110 		43-0653611 501(C)(3) 350,000       SUPPORTING SPOT A POSITIVE OPPORTUNITIES TEENS
(2) HERBERT HOOVER BOYS & GIRLS CLUBS OF ST LOUIS INC
2901 N GRAND BLVD
SAINT LOUIS,MO631072608 		43-6061693 501(C)(3) 258,500       SUPPORT CHILDREN AND FAMILIES WITH VARIOUS LEVELS OF ADVERSITY
(3) BIO STL
7515 FORSYTH BLVD
SAINT LOUIS,MO63105 		45-2137574 501(C)(3) 192,600       SUPPORT OF ADVANCED RESEARCH IN BIOMEDICAL SCIENCES
(4) JEWISH FAMILY & CHILDRENS SERVICE
10950 SCHUETZ ROAD
SAINT LOUIS,MO63146 		43-0790330 501(C)(3) 33,000       SUPPORT FOR ELDERLINK ST. LOUIS PROGRAM
(5) THE STLOUIS AMERICAN FOUNDATION
2315 PINE STREET
ST LOUIS,MO63103 		43-1686282 501(C)(3) 30,300       SUPPORT HEALTHY KIDS WITH EDUCATION SPONSORSHIP
(6) ST LOUIS MINORITY SUPPLIER DEVELOPMENT COUNCIL INC
308 N 21ST ST 7TH FLOOR
SAINT LOUIS,MO63103 		43-1243120 501(C)(3) 22,110       SUPPORT FOR WOMEN IN THE COMMUNITY
(7) THE LEUKEMIA & LYMPHOMA SOCIETY INC
1972 INNERBELT BUSINESS CENTER DR
SAINT LOUIS,MO63114 		13-5644916 501(C)(3) 17,500       SUPPORT FOR RESEARCH FOR LEUKEMIA
(8) FAIR ST LOUIS FOUNDATION
301 PROSPECT AVE
SAINT LOUIS,MO631101215 		43-1218720 501(C)(3) 15,000       SUPPORT FOR THE COMMUNITY PROGRAMS
(9) URBAN LEAGUE OF METROPOLITAN ST LOUIS
3701 GRANDEL SQ
SAINT LOUIS,MO631083627 		43-0653605 501(C)(3) 12,500       SUPPORT COMMUNITY HEALTH
(10) NATIONAL MULTIPLE SCLEROSIS SOCIETY GATEWAY AREA CHAPTER
1867 LACKLAND HILL PKWY
SAINT LOUIS,MO63146 		43-0718808 501(C)(3) 12,500       SUPPORT FOR RESEARCH FOR MULITIPLE SCLEROSIS
(11) ST LOUIS CHILDRENS HOSPITAL FOUNDATION
1 CHILDRENS PL
SAINT LOUIS,MO631101002 		43-1626863 501(C)(3) 12,500       SUPPORT FOR HEALTHCARE NEEDS FOR ST LOUIS CHILDREN'S HOSPITAL
(12) AMERICAN HEART ASSOCIATION INC
PO BOX 4002902
DES MOINES,IA50340 		13-5613797 501(C)(3) 10,000       SUPPORT RESEARCH OF HEART DISEASES
(13) ST LOUIS REGIONAL CRIME COMMISSION
7900 FORSYTH ROOM 120 B
CLAYTON,MO63105 		20-2549276 501(C)(3) 10,000       SUPPORT COMMUNITY LAW ENFORCEMENT EFFORTS IN FIGHTING CRIME
(14) IDEA LABS
660 S EUCLID AVE
SAINT LOUIS,MO63110 		46-5658453 501(C)(3) 10,000       SUPPORT IDEA LABS TEAM AND OVERALL ORGANIZATION
(15) REGIONAL UNION CONSTRUCTION CENTER INC
6439 PLYMOUTH AVENUE
SAINT LOUIS,MO631331940 		20-5160448 501(C)(3) 10,000       SUPPORT OF EMERGING MINORITY AND WOMEN OWNING UNION CONSTRUCTION FIRMS
(16) RONALD MCDONALD HOUSE CHARITIES OF METRO ST LOUIS INC
4381 W PINE BLVD
SAINT LOUIS,MO631082205 		43-1160478 501(C)(3) 10,000       SUPPORT CHILDREN AND FAMILIES WITH RESOURCES AND HOUSING
(17) NORTH COUNTY INC
350B VILLAGE SQUARE DR
SAINT LOUIS,MO630421812 		43-1110431 501(C)(6) 10,000       SUPPORT FOR FERGUSON RELIEF
(18) MARCH OF DIMES FOUNDATION
11829 DORSETT ROAD
MARYLAND HEIGHTS,MO63043 		13-1846366 501(C)(3) 10,000       SUPPORT AND RESEARCH FOR STRONGER, HEALTHIER BABIES
(19) A MILLION STARS INC
110 N JEFFERSON AVE
SAINT LOUIS,MO631032207 		20-4768985 501(C)(3) 10,000       SUPPORT UNDER-RESOURCED STUDENTS TO SUCCEED IN COLLEGES
(20) ST LOUIS CRISIS NURSERY
11710 ADMINISTRATION DRIVE STE 18
SAINT LOUIS,MO631463407 		43-1410297 501(C)(3) 8,000       SUPPORT CHILDREN AND FAMILIES WITH VARIOUS LEVELS OF ADVERSITY
(21) MISSOURI BAPTIST MEDICAL CENTER
3015 NORTH BALLAS RD
SAINT LOUIS,MO63131 		43-0652656 501(C)(3) 7,500       SUPPORT THE CHILDBIRTH CENTER
(22) AMERICAN JEWISH COMMITTEE
165 EAST 56 STREET
NEW YORK,NY10022 		13-5563393 501(C)(3) 7,500       SUPPORT THE WELL BEING OF THE JEWISH PEOPLE AND HUMAN RIGHTS
(23) ARTHRITIS FOUNDATION INC
9433 OLIVE BLVD SUITE 100
SAINT LOUIS,MO631323132 		43-0722930 501(C)(3) 6,000       SUPPORT FOR RESEARCH FOR ARTHRITIS
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
22
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
1
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2014

Schedule I (Form 990) 2014
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance












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: DURING 2014, BJC HEALTH SYSTEM AND AFFILIATES MADE GRANTS TO OTHER SECTION 501(C)(3) PUBLIC CHARITIES OR SOCIAL WELFARE ORGANIZATIONS FOR GENERAL OPERATIONS AND TO BE USED IN FULFILLING THE EXEMPT PURPOSE OF THE GRANTEE CHARITABLE ORGANIZATION. WHILE IMMEDIATE OVERSIGHT OF THE CHARITY IS NOT CONSIDERED NECESSARY, GRANT MATERIALS PROVIDE STRICT GUIDELINES FOR USE OF ALL GRANTS OR AWARDS AS WELL AS RECOVERY OF GRANT MONIES NOT USED FOR STATED PURPOSES.
Schedule I (Form 990) 2014


Additional Data


Software ID:  
Software Version:  


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

43-1617558
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
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) 2014

Schedule J (Form 990) 2014
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column(B) reported as deferred in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1BJC HEALTH SYS GROUP RETURNSEE SCHEDULE O (i)
(ii)		 8,070,788
...............................
0 		6,078,410
...............................
0 		316,151
...............................
0 		1,412,723
...............................
0 		505,285
...............................
0 		16,383,357
...............................
0 		1,498,558
...............................
0
2BJC HEALTH SYS GROUP RETURNSEE SCHEDULE O (i)
(ii)		 649,243
...............................
0 		430,838
...............................
0 		15,695
...............................
0 		97,731
...............................
0 		57,651
...............................
0 		1,251,158
...............................
0 		57,105
...............................
0
3BJC HEALTH SYS GROUP RETURNSEE SCHEDULE O (i)
(ii)		 3,842,805
...............................
0 		182,319
...............................
0 		97,664
...............................
0 		90,579
...............................
0 		94,200
...............................
0 		4,307,567
...............................
0 		0
...............................
0
4BJC HEALTH SYS GROUP RETURNSEE SCHEDULE O (i)
(ii)		 19,846
...............................
0 		245,553
...............................
0 		47,240
...............................
0 		1,178
...............................
0 		2,654
...............................
0 		316,471
...............................
0 		69,085
...............................
0
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 1A PURSUANT TO TREASURY REG SECTION 1.6033-2(D)(5), BJC HEALTH SYSTEM HAS ELECTED TO REPORT INFORMATION ABOUT CONTRIBUTIONS, GIFTS & GRANTS, COMPENSATION AND OTHER INFORMATION ABOUT OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, FORMER EMPLOYEES, CERTAIN OTHER HIGHLY PAID EMPLOYEES, CERTAIN PROFESSIONAL CONTRACTORS AND CERTAIN OTHER CONTRACTORS ON A CONSOLIDATED BASIS FOR ALL OF THE MEMBERS OF THE GROUP, INCLUDING THE PARENT ORGANIZATION, ON THE GROUP RETURN OF BJC HEALTH SYSTEM GROUP, EIN 75-3052953
PART I, LINE 4B PURSUANT TO TREASURY REG SECTION 1.6033-2(D)(5), BJC HEALTH SYSTEM HAS ELECTED TO REPORT INFORMATION ABOUT CONTRIBUTIONS, GIFTS & GRANTS, COMPENSATION AND OTHER INFORMATION ABOUT OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, FORMER EMPLOYEES, CERTAIN OTHER HIGHLY PAID EMPLOYEES, CERTAIN PROFESSIONAL CONTRACTORS AND CERTAIN OTHER CONTRACTORS ON A CONSOLIDATED BASIS FOR ALL OF THE MEMBERS OF THE GROUP, INCLUDING THE PARENT ORGANIZATION, ON THE GROUP RETURN OF BJC HEALTH SYSTEM GROUP, EIN 75-3052953
PART I, LINE 7 DURING 2014 THE ORGANIZATION PROVIDED INCENTIVE PAYMENTS THAT ARE CALCULATED USING A PERCENT OF BASE PAY AFTER CERTAIN PERFORMANCE AND OPERATING GOALS ARE MET. THE AMOUNT OF INCENTIVE PAYMENTS DO NOT ACCRUE TO THE BENEFIT OF THE INDIVIDUALS UNTIL AFTER THE FINANCIAL RESULTS HAVE BEEN DETERMINED AND APPROVED BY THE BOARD FOR THE CALENDAR YEAR.
Schedule J (Form 990) 2014

Additional Data


Software ID:  
Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990.
SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
BJC HEALTH SYSTEM
 
Employer identification number
43-1617558
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 HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966   10-31-2012 271,000,000 REFUND PRIOR BONDS & CAPITAL EXP - SEE BELOW   X   X   X
B HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 60635RR33 04-07-2005 161,556,888 FUND CAPITAL EXPENDITURES - SEE BELOW   X   X   X
C HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 60635R2K2 04-22-2008 368,575,000 REFUND PRIOR BONDS & CAPITAL EXP - SEE BELOW   X   X   X
D HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966   12-13-2011 200,000,000 FUND CAPITAL EXPENDITURES - SEE BELOW   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966   09-20-2013 100,000,000 FUND CAPITAL EXPENDITURES - SEE BELOW   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 60637AEG3 10-10-2013 100,000,000 FUND CAPITAL EXPENDITURES - SEE BELOW   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 60637AEH1 10-31-2013 100,000,000 FUND CAPITAL EXPENDITURES - SEE BELOW   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 60637AFE7 03-13-2014 209,195,546 FUND CAPITAL EXPENDITURES - SEE BELOW   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . .        
2 Amount of bonds legally defeased . . . . . . . . . . .        
3 Total proceeds of issue . . . . . . . . . . . . . . 271,000,000 165,028,169 369,074,888 200,000,000
4 Gross proceeds in reserve funds . . . . . . . . . . . .        
5 Capitalized interest from proceeds . . . . . . . . . . . 1,113,773 1,113,773    
6 Proceeds in refunding escrows . . . . . . . . . . . .        
7 Issuance costs from proceeds . . . . . . . . . . . . 1,599,273 1,599,273 711,712  
8 Credit enhancement from proceeds . . . . . . . . . . . 55,000 55,000    
9 Working capital expenditures from proceeds . . . . . . . . .        
10 Capital expenditures from proceeds . . . . . . . . . . . 50,000,000 63,471,011 124,788,176 200,000,000
11 Other spent proceeds . . . . . . . . . . . . . . 221,000,000 98,789,112 243,575,000  
12 Other unspent proceeds . . . . . . . . . . . . . . 21,939,018 21,939,018 32,160,302 77,062,738
13 Year of substantial completion . . . . . . . . . . . . 2013 2007 2008 2011
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . . X   X   X     X
15 Were the bonds issued as part of an advance refunding issue? . . . . .   X   X   X   X
16 Has the final allocation of proceeds been made? . . . . . . . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . . X     X X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2014
Schedule K (Form 990) 2014
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . . . . . X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?   X   X   X   X
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . . X     X X   X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?   X   X   X   X
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 1.860 % 0 % 0.250 % 0.520 %
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 . . . . . . . . . . . . . 1.860 % 0 % 0.250 % 0.520 %
7 Does the bond issue meet the private security or payment test? . . . . .   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of.        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? . . . . . . . 		X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? . .   X X     X   X
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . .   X X     X   X
b Exception to rebate? . . . . . . . . X     X   X X  
c No rebate due? . . . . . . . .   X   X X     X
If "Yes" to line 2c, provide in Part VI the date the rebate
computation was performed . . . . . .
3 Is the bond issue a variable rate issue? . . . . X   X   X   X  
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X X     X
b Name of provider . . . . . . . . . SEE BELOW
  		 
  		SEE BELOW
  		 
 
c Term of hedge . . . . . . . . . . 24.400000000000   24.400000000000  
d Was the hedge superintegrated? . . . .   X       X    
e Was the hedge terminated? . . . . . .   X       X    
Schedule K (Form 990) 2014
Schedule K (Form 990) 2014
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .   X   X   X   X
b Name of provider . . . . . . . . .  
  		 
  		 
  		 
 
c Term of GIC . . . . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . .                
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? . . . X   X   X   X  
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
DATE REBATE COMPUTATION PERFORMED ISSUER NAME: HEALTH & EDUC FACILITIES AUTHORITY, STATE OF MISSOURI DATE THE REBATE COMPUTATION WAS PERFORMED: 05/15/2010
SCHEDULE K, PART I, COLUMN (F) SERIES 2012A-E BONDS WERE ISSUED AT A VARIABLE RATE WITH PROCEEDS OF $271M USED IN PART TO REFUND $221M OF SERIES 2003 BONDS (ISSUED ON 7/24/03) AND TO FINANCE, IN PART, $50M OF CAPTIAL EXPENDITURES AT VARIOUS AFFILIATE HOSPITALS ON OCTOBER 31, 2012. THE RIGHT TO DRAW ON THESE BONDS WAS EXERCISED ON MAY 15, 2013. SERIES 2005A BONDS WERE ISSUED ON APRIL 7, 2005 AT A FIXED RATE WITH PROCEEDS OF $84.5M USED TO REFUND SERIES 1993 A & B BONDS ISSUED ON (11/18/93). FOLLOWING CUSIPS WERE USED FOR THIS BOND ISSUE: 60635RR66, 60635RR74, 60635RS32, 60635RR33, 60635RR58, 60635RS24, 60635RR82, 60635RR90, 60635RR41. SERIES 2005B BONDS WERE ISSUED ON APRIL 7, 2005 AT A VARIABLE RATE WITH PROCEEDS OF $73.4M USED IN PART TO REFUND SERIES 1985 BONDS (ISSUED ON 12/1/85) AND TO FINANCE, IN PART, THE CONSTRUCTION OF PROGRESS WEST HEALTHCARE CENTER, A 72 BED COMMUNITY HOSPITAL IN O'FALLON, MISSOURI. FOLLOWING CUSIP WAS USED FOR THIS BOND ISSUE: 60635RS99. SERIES 2008 BONDS WERE ISSUED ON APRIL 22, 2008 AT A VARIABLE RATE WITH PROCEEDS OF $368.6M USED IN PART TO REFUND SERIES 2006 BONDS (ISSUED ON 4/4/06) AND TO FINANCE, IN PART, CAPITAL EXPENDITURES AT VARIOUS AFFILIATE HOSPITALS. FOLLOWING CUSIPS WERE USED FOR THIS BOND ISSUE: 60635R2J5, 60635R2F3, 60635R2G1, 60635R2H9, 60635R2K2. SERIES 2011A BONDS WERE ISSUED ON DECEMBER 1, 2011 AT A VARIABLE RATE WITH PROCEEDS OF $100M USED TO FUND CAPITAL EXPENDITURES AT VARIOUS AFFILITATE HOSPITALS. SERIES 2011B BONDS WERE ISSUED ON DECEMBER 1, 2011 AT A VARIABLE RATE WITH PROCEEDS OF $100M USED TO FUND CAPITAL EXPENDITURES AT VARIOUS AFFILIATE HOSPITALS. SERIES 2013A BONDS WERE ISSUED ON SEPTEMBER 20, 2013 AT A FIXED RATE WITH PROCEEDS OF $100M USED TO FUND CAPITAL EXPENDITURES AT VARIOUS AFFILIATE HOSPITALS. SERIES 2013B BONDS WERE ISSUED ON OCTOBER 10, 2013 AT A VARIABLE RATE WITH PROCEEDS OF $100M USED TO FUND CAPITAL EXPENDITURES AT VARIOUS AFFILIATE HOSPITALS. FOLLOWING CUSIP WAS USED FOR THIS BOND ISSUE: 60637AEG3. SERIES 2013C BONDS WERE ISSUED ON OCTOBER 31, 2013 AT A VARIABLE RATE WITH PROCEEDS OF $100M USED TO FUND CAPITAL EXPENDITURES AT VARIOUS AFFILIATE HOSPITALS. FOLLOWING CUSIP WAS USED FOR THIS BOND ISSUE: 60637AEH1. SERIES 2014 BONDS WERE ISSUED ON MARCH 1, 2014 AT A FIXED RATE OF 4.37% WITH PROCEEDS OF $209.2M USED TO FUND CAPITAL EXPENDITURES AT VARIOUS AFFILIATED HOSPITALS. FOLLOWING CUSIPS WERE USED FOR THIS BOND ISSUE: 60637AEJ7, 60637AEK4, 60637AEL2, 60637AEM0, 60637AEN8, 60637AFF4, 60637AEP3, 60637AEQ1, 60637AER9, 60637AFG2, 60637AES7, 60637AET5, 60637AEU2, 60637AEV0, 60637AEW8, 60637AEX6, 60637AEY4, 60637AEZ1, 60637AFA5, 60637AFB3, 60637AFC1, 60637AFE7.
SCHEDULE K, PART II, LINE 3 ANY DIFFERENCE BETWEEN THE ISSUE PRICE REPORTED ON PART I, COLUMN (E) AND TOTAL PROCEEDS REPORTED ON PART III, LINE 3 IS DUE TO INVESTMENT EARNINGS.
SCHEDULE K, PART II, LINE 4 THE RESERVE FUND WITH TRANSFERRED PROCEEDS ALLOCABLE TO THE 2005 BONDS HAS BEEN SPENT. THE AMOUNT WAS USED TO PAY OFF THE REMAINING OUTSTANDING 1993A BONDS ON MAY 15, 2014.
SCHEDULE K, PART III, LINES 3B AND 3D INTERNAL LEGAL COUNSEL IS FAMILIAR WITH TAX LAWS AND ROUTINELY REVIEWS THESE AGREEMENTS.
SCHEDULE K, PART III, COLUMN B,C,AND D RESPONSES APPLY TO THOSE PROJECTS THAT HAVE BEEN COMPLETED FOR SERIES 2013B, SERIES 2013C, AND SERIES 2014.
SCHEDULE K, PART IV, LINE 2 SERIES 2005 BONDS - FORM 8038-T WAS FILED AND IS "NO REBATE DUE." AS OF THE SECOND INSTALLMENT CALCULATION DATE NO REBATE DUE, DATE OF COMPUTATION IS MAY 15, 2014. SERIES 2008 BONDS IS "NO REBATE DUE." REBATE CALCULATION WAS PERFORMED ON MAY 15,2010. SERIES 2013B BOND IS "REBATE NOT DUE YET" AS THE ISSUANCE HAS UNSPENT PROCEEDS AND IS WITHIN THE 5 YEAR ARBITRAGE REBATE DUE DATE. SERIES 2013C BOND IS "REBATE NOT DUE YET" AS THE ISSUANCE HAS UNSPENT PROCEEDS AND IS WITHIN THE 5 YEAR ARBITRAGE REBATE DUE DATE. SERIES 2014 BOND IS "REBATE NOT DUE YET" AS THE ISSUANCE HAS UNSPENT PROCEEDS AND IS WITHIN THE 5 YEAR ARBITRAGE REBATE DUE DATE.
SCHEDULE K, PART IV, LINES 3A-E THE ORGANIZATION ENTERED INTO A QUALIFIED HEDGE RELATED TO SERIES 2008 A-E BONDS. THE SERIES A-C HEDGES MATURE ON 5/15/2038 AT JP MORGAN. THESE CARRY A FLOATING/FIXED RATE WHERE BJC PAYS 3.551% AND RECIEVES 68% OF ONE MONTH LIBOR. THE HEDGE RELATED TO THE SERIES D-E PORTIONS OF THE 2008 BOND ISSUE ARE HELD AT BANK OF AMERICA AND MERRILL LYNCH. EACH OF THESE MATURE ON 5/15/2038 AND CARRY VARIOUS FLOATING/FIXED RATES: FOR 2008D SERIES HEDGE, BJC PAYS 3.482% AND RECEIVES 68% OF ONE MONTH LIBOR; AND FOR 2008E SERIES HEDGE, BJC PAYS 3.497% AND RECEIVES 68% OF THREE MONTH LIBOR.
Schedule K (Form 990) 2014

Additional Data


Software ID:  
Software Version:  

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990.
SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
BJC HEALTH SYSTEM
 
Employer identification number
43-1617558
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 HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966   10-31-2012 271,000,000 REFUND PRIOR BONDS & CAPITAL EXP - SEE BELOW   X   X   X
B HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 60635RR33 04-07-2005 161,556,888 FUND CAPITAL EXPENDITURES - SEE BELOW   X   X   X
C HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 60635R2K2 04-22-2008 368,575,000 REFUND PRIOR BONDS & CAPITAL EXP - SEE BELOW   X   X   X
D HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966   12-13-2011 200,000,000 FUND CAPITAL EXPENDITURES - SEE BELOW   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966   09-20-2013 100,000,000 FUND CAPITAL EXPENDITURES - SEE BELOW   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 60637AEG3 10-10-2013 100,000,000 FUND CAPITAL EXPENDITURES - SEE BELOW   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 60637AEH1 10-31-2013 100,000,000 FUND CAPITAL EXPENDITURES - SEE BELOW   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 60637AFE7 03-13-2014 209,195,546 FUND CAPITAL EXPENDITURES - SEE BELOW   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . .        
2 Amount of bonds legally defeased . . . . . . . . . . .        
3 Total proceeds of issue . . . . . . . . . . . . . . 271,000,000 165,028,169 369,074,888 200,000,000
4 Gross proceeds in reserve funds . . . . . . . . . . . .        
5 Capitalized interest from proceeds . . . . . . . . . . . 1,113,773 1,113,773    
6 Proceeds in refunding escrows . . . . . . . . . . . .        
7 Issuance costs from proceeds . . . . . . . . . . . . 1,599,273 1,599,273 711,712  
8 Credit enhancement from proceeds . . . . . . . . . . . 55,000 55,000    
9 Working capital expenditures from proceeds . . . . . . . . .        
10 Capital expenditures from proceeds . . . . . . . . . . . 50,000,000 63,471,011 124,788,176 200,000,000
11 Other spent proceeds . . . . . . . . . . . . . . 221,000,000 98,789,112 243,575,000  
12 Other unspent proceeds . . . . . . . . . . . . . . 21,939,018 21,939,018 32,160,302 77,062,738
13 Year of substantial completion . . . . . . . . . . . . 2013 2007 2008 2011
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . . X   X   X     X
15 Were the bonds issued as part of an advance refunding issue? . . . . .   X   X   X   X
16 Has the final allocation of proceeds been made? . . . . . . . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . . X     X X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2014
Schedule K (Form 990) 2014
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . . . . . X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?   X   X   X   X
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . . X     X X   X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?   X   X   X   X
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 1.860 % 0 % 0.250 % 0.520 %
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 . . . . . . . . . . . . . 1.860 % 0 % 0.250 % 0.520 %
7 Does the bond issue meet the private security or payment test? . . . . .   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of.        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? . . . . . . . 		X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? . .   X X     X   X
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . .   X X     X   X
b Exception to rebate? . . . . . . . . X     X   X X  
c No rebate due? . . . . . . . .   X   X X     X
If "Yes" to line 2c, provide in Part VI the date the rebate
computation was performed . . . . . .
3 Is the bond issue a variable rate issue? . . . . X   X   X   X  
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X X     X
b Name of provider . . . . . . . . . SEE BELOW
  		 
  		SEE BELOW
  		 
 
c Term of hedge . . . . . . . . . . 24.400000000000   24.400000000000  
d Was the hedge superintegrated? . . . .   X       X    
e Was the hedge terminated? . . . . . .   X       X    
Schedule K (Form 990) 2014
Schedule K (Form 990) 2014
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .   X   X   X   X
b Name of provider . . . . . . . . .  
  		 
  		 
  		 
 
c Term of GIC . . . . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . .                
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? . . . X   X   X   X  
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
DATE REBATE COMPUTATION PERFORMED ISSUER NAME: HEALTH & EDUC FACILITIES AUTHORITY, STATE OF MISSOURI DATE THE REBATE COMPUTATION WAS PERFORMED: 05/15/2010
SCHEDULE K, PART I, COLUMN (F) SERIES 2012A-E BONDS WERE ISSUED AT A VARIABLE RATE WITH PROCEEDS OF $271M USED IN PART TO REFUND $221M OF SERIES 2003 BONDS (ISSUED ON 7/24/03) AND TO FINANCE, IN PART, $50M OF CAPTIAL EXPENDITURES AT VARIOUS AFFILIATE HOSPITALS ON OCTOBER 31, 2012. THE RIGHT TO DRAW ON THESE BONDS WAS EXERCISED ON MAY 15, 2013. SERIES 2005A BONDS WERE ISSUED ON APRIL 7, 2005 AT A FIXED RATE WITH PROCEEDS OF $84.5M USED TO REFUND SERIES 1993 A & B BONDS ISSUED ON (11/18/93). FOLLOWING CUSIPS WERE USED FOR THIS BOND ISSUE: 60635RR66, 60635RR74, 60635RS32, 60635RR33, 60635RR58, 60635RS24, 60635RR82, 60635RR90, 60635RR41. SERIES 2005B BONDS WERE ISSUED ON APRIL 7, 2005 AT A VARIABLE RATE WITH PROCEEDS OF $73.4M USED IN PART TO REFUND SERIES 1985 BONDS (ISSUED ON 12/1/85) AND TO FINANCE, IN PART, THE CONSTRUCTION OF PROGRESS WEST HEALTHCARE CENTER, A 72 BED COMMUNITY HOSPITAL IN O'FALLON, MISSOURI. FOLLOWING CUSIP WAS USED FOR THIS BOND ISSUE: 60635RS99. SERIES 2008 BONDS WERE ISSUED ON APRIL 22, 2008 AT A VARIABLE RATE WITH PROCEEDS OF $368.6M USED IN PART TO REFUND SERIES 2006 BONDS (ISSUED ON 4/4/06) AND TO FINANCE, IN PART, CAPITAL EXPENDITURES AT VARIOUS AFFILIATE HOSPITALS. FOLLOWING CUSIPS WERE USED FOR THIS BOND ISSUE: 60635R2J5, 60635R2F3, 60635R2G1, 60635R2H9, 60635R2K2. SERIES 2011A BONDS WERE ISSUED ON DECEMBER 1, 2011 AT A VARIABLE RATE WITH PROCEEDS OF $100M USED TO FUND CAPITAL EXPENDITURES AT VARIOUS AFFILITATE HOSPITALS. SERIES 2011B BONDS WERE ISSUED ON DECEMBER 1, 2011 AT A VARIABLE RATE WITH PROCEEDS OF $100M USED TO FUND CAPITAL EXPENDITURES AT VARIOUS AFFILIATE HOSPITALS. SERIES 2013A BONDS WERE ISSUED ON SEPTEMBER 20, 2013 AT A FIXED RATE WITH PROCEEDS OF $100M USED TO FUND CAPITAL EXPENDITURES AT VARIOUS AFFILIATE HOSPITALS. SERIES 2013B BONDS WERE ISSUED ON OCTOBER 10, 2013 AT A VARIABLE RATE WITH PROCEEDS OF $100M USED TO FUND CAPITAL EXPENDITURES AT VARIOUS AFFILIATE HOSPITALS. FOLLOWING CUSIP WAS USED FOR THIS BOND ISSUE: 60637AEG3. SERIES 2013C BONDS WERE ISSUED ON OCTOBER 31, 2013 AT A VARIABLE RATE WITH PROCEEDS OF $100M USED TO FUND CAPITAL EXPENDITURES AT VARIOUS AFFILIATE HOSPITALS. FOLLOWING CUSIP WAS USED FOR THIS BOND ISSUE: 60637AEH1. SERIES 2014 BONDS WERE ISSUED ON MARCH 1, 2014 AT A FIXED RATE OF 4.37% WITH PROCEEDS OF $209.2M USED TO FUND CAPITAL EXPENDITURES AT VARIOUS AFFILIATED HOSPITALS. FOLLOWING CUSIPS WERE USED FOR THIS BOND ISSUE: 60637AEJ7, 60637AEK4, 60637AEL2, 60637AEM0, 60637AEN8, 60637AFF4, 60637AEP3, 60637AEQ1, 60637AER9, 60637AFG2, 60637AES7, 60637AET5, 60637AEU2, 60637AEV0, 60637AEW8, 60637AEX6, 60637AEY4, 60637AEZ1, 60637AFA5, 60637AFB3, 60637AFC1, 60637AFE7.
SCHEDULE K, PART II, LINE 3 ANY DIFFERENCE BETWEEN THE ISSUE PRICE REPORTED ON PART I, COLUMN (E) AND TOTAL PROCEEDS REPORTED ON PART III, LINE 3 IS DUE TO INVESTMENT EARNINGS.
SCHEDULE K, PART II, LINE 4 THE RESERVE FUND WITH TRANSFERRED PROCEEDS ALLOCABLE TO THE 2005 BONDS HAS BEEN SPENT. THE AMOUNT WAS USED TO PAY OFF THE REMAINING OUTSTANDING 1993A BONDS ON MAY 15, 2014.
SCHEDULE K, PART III, LINES 3B AND 3D INTERNAL LEGAL COUNSEL IS FAMILIAR WITH TAX LAWS AND ROUTINELY REVIEWS THESE AGREEMENTS.
SCHEDULE K, PART III, COLUMN B,C,AND D RESPONSES APPLY TO THOSE PROJECTS THAT HAVE BEEN COMPLETED FOR SERIES 2013B, SERIES 2013C, AND SERIES 2014.
SCHEDULE K, PART IV, LINE 2 SERIES 2005 BONDS - FORM 8038-T WAS FILED AND IS "NO REBATE DUE." AS OF THE SECOND INSTALLMENT CALCULATION DATE NO REBATE DUE, DATE OF COMPUTATION IS MAY 15, 2014. SERIES 2008 BONDS IS "NO REBATE DUE." REBATE CALCULATION WAS PERFORMED ON MAY 15,2010. SERIES 2013B BOND IS "REBATE NOT DUE YET" AS THE ISSUANCE HAS UNSPENT PROCEEDS AND IS WITHIN THE 5 YEAR ARBITRAGE REBATE DUE DATE. SERIES 2013C BOND IS "REBATE NOT DUE YET" AS THE ISSUANCE HAS UNSPENT PROCEEDS AND IS WITHIN THE 5 YEAR ARBITRAGE REBATE DUE DATE. SERIES 2014 BOND IS "REBATE NOT DUE YET" AS THE ISSUANCE HAS UNSPENT PROCEEDS AND IS WITHIN THE 5 YEAR ARBITRAGE REBATE DUE DATE.
SCHEDULE K, PART IV, LINES 3A-E THE ORGANIZATION ENTERED INTO A QUALIFIED HEDGE RELATED TO SERIES 2008 A-E BONDS. THE SERIES A-C HEDGES MATURE ON 5/15/2038 AT JP MORGAN. THESE CARRY A FLOATING/FIXED RATE WHERE BJC PAYS 3.551% AND RECIEVES 68% OF ONE MONTH LIBOR. THE HEDGE RELATED TO THE SERIES D-E PORTIONS OF THE 2008 BOND ISSUE ARE HELD AT BANK OF AMERICA AND MERRILL LYNCH. EACH OF THESE MATURE ON 5/15/2038 AND CARRY VARIOUS FLOATING/FIXED RATES: FOR 2008D SERIES HEDGE, BJC PAYS 3.482% AND RECEIVES 68% OF ONE MONTH LIBOR; AND FOR 2008E SERIES HEDGE, BJC PAYS 3.497% AND RECEIVES 68% OF THREE MONTH LIBOR.
Schedule K (Form 990) 2014

Additional Data


Software ID:  
Software Version:  

SCHEDULE O
(Form 990 or 990-EZ)

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

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
BJC HEALTH SYSTEM
 
Employer identification number

43-1617558
Return Reference Explanation
FORM 990, PART VI, SECTION B, LINE 11 THE ORGANIZATION PREPARES DRAFT COPIES OF FORM 990 AND ATTACHEMENTS FOR REVIEW BY MEMBERS OF MANAGEMENT. THESE DRAFT COPIES HAVE BEEN REVIEWED BY A INDEPENDENT ACCOUNTING FIRM. AFTER RESOLVING ANY OPEN ITEMS, THE FINAL DRAFT RETURNS ARE MADE AVAILABLE TO THE BOARD AND TO TWO BOARD COMMITTEES FOR THEIR REVIEW. QUESTIONS AND COMMENTS THAT ARISE FROM THE COMMITTEES OR INDIVIDUAL BOARD MEMBER REVIEWS ARE ADDRESSED IN ADVANCE OF SUBMISSION TO THE APPROPRIATE TAXING AUTHORITIES.
FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS COMPLIANCE WITH THE POLICY BY ISSUING ANNUALLY A CONFLICT OF INTEREST QUESTIONNAIRE REMINDING COVERED INDIVIDUALS OF THEIR OBLIGATIONS TO DISCLOSE POTENTIAL CONFLICTS AND REQUESTING THAT THEY COMPLETE A CONFLICTS OF INTEREST QUESTIONNAIRE. THE QUESTIONNAIRE REQUIRES THE DISCLOSURE OF CONFLICTS AND AN ATTESTATION TO THEIR CONTINUING OBLIGATION TO DISCLOSE SAID CONFLICTS SHOULD THE NEED ARISE. THE RESULTS OF THE CONFLICT OF INTEREST QUESTIONNAIRE ARE REVIEWED BY A CENTRALIZED COMPLIANCE DEPARTMENT AND APPROPRIATE ACTION TAKEN AS NECESSARY. SHOULD THE ORGANIZATION BECOME AWARE OF A CONFLICT NOT PREVIOUSLY REPORTED, ITS GENERAL COUNSEL WOULD INVESTIGATE THE ISSUE AND RESPOND IN ACCORDANCE WITH THE POLICY.
FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION AND BENEFIT AMOUNTS OF THE ORGANIZATION'S OFFICERS AND TOP MANAGEMENT OFFICIALS ARE DETERMINED BY AN INDEPENDENT COMMITTEE OF THE BOARD OF DIRECTORS OF BJC HEALTH SYSTEM. THIS COMMITTEE IS COMPRISED OF INDEPENDENT PERSONS AND USES COMPENSATION CONSULTING STUDIES AND BENCHMARKING DATA PROVIDED BY AN INDEPENDENT MANAGEMENT CONSULTANT TO ESTABLISH COMPENSATION AMOUNTS AND GUIDELINES. THE PROCESS INCLUDES A VALIDATION OF JOB DESCRIPTIONS AS WELL AS REPORTING ALL FORMS OF COMPENSATION. THE CONSULTANT USES SURVEY DATA TO DETERMINE MARKET RATES OF BASE SALARY AND OTHER SHORT AND LONG TERM INCENTIVES FOR: THE BJC HEALTH SYSTEM CEO AND OTHER SENIOR EXECUTIVES. THE COMMITTEE REVIEWS, APPROVES, AND SUBSEQUENTLY RECONCILES EXECUTIVE COMPENSATION AS WELL AS DELIBERATES ON THE RESONABLENESS OF THE DATA. THIS REVIEW IS DOCUMENTED IN THE MINUTES OF THE BOARD COMMITTEE MEETINGS.
FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE FOR INSPECTION BY THE GENERAL PUBLIC UPON REQUEST AT THE ADMINISTRATIVE OFFICES.
FORM 990, PART VII PURSUANT TO TREASURY REG SECTION 1.6033-2(D)(5), BJC HEALTH SYSTEM HAS ELECTED TO REPORT INFORMATION ABOUT COMPENSATION & OTHER INFORMATION ABOUT OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, FORMER EMPLOYEES, CERTAIN OTHER HIGHLY PAID EMPLOYEES, CERTAIN PROFESSIONAL CONTRACTORS & CERTAIN OTHER CONTRACTORS ON A CONSOLIDATED BASIS FOR ALL OF THE MEMBERS OF THE GROUP, INCLUDING THE PARENT ORGANIZATION, ON THE BJC HEALTH SYSTEM GROUP RETURN EIN 75-3052953.
FORM 990, PART VIII, LINE 7 GAIN OR LOSS FROM SALES OF ASSETS OTHER THAN INVENTORY REFLECTS THE NET GAIN ON INVESTEMENT EARNINGS AS REPORTED TO BJC ON BROKERAGE STATEMENTS. LINE ITEM DETAIL IS NOT PROVIDED IN THE FORMAT REQUESTED.
FORM 990, PART IX, LINE 11G PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 7,409,976. MANAGEMENT AND GENERAL EXPENSES 15,814,775. TOTAL EXPENSES 23,224,751. GENERAL CONSULTING FEES: PROGRAM SERVICE EXPENSES 3,838,676. MANAGEMENT AND GENERAL EXPENSES 26,481,653. TOTAL EXPENSES 30,320,329. OTHER FEES: PROGRAM SERVICE EXPENSES 2,208,191. MANAGEMENT AND GENERAL EXPENSES 757,133. TOTAL EXPENSES 2,965,324.
FORM 990, PART XI, LINE 9: TRANSFERS TO/FROM BJC ENTITIES 49,795,237. INCREASE PENSION LIAB PER ACTUARIAL REPORTS -394,103,599. INTEREST RATE SWAP GAIN/LOSS -5,708.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2014

Additional Data


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

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

43-1617558
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity
(1) PHYSICIAN GROUPS LC
670 MASON RIDGE CTR DR
ST LOUIS,MO63141
43-1681957 		PROFESSIONAL & BILLING SVCS MO 96,087,636 16,306,483 BJC HEALTH SYSTEM
 
(2) MYHEALTHFOLDERS LLC
4901 FOREST PARK AVE
ST LOUIS,MO63108
43-1617558 		HEALTH AWARENESS COMMUNICATIONS MO     BJC HEALTH SYSTEM
 
(3) BJC HEALTHCARE ACO LLC
670 MASON RIDGE CTR DR
ST LOUIS,MO63141
45-4480491 		HEALTH CARE SERVICES MO 0 68,727 BJC HEALTH SYSTEM
 
(4) BMCA PRIVATE EQUITY LLC
4901 FOREST PARK AVE
ST LOUIS,MO63108
45-4578054 		INVESTMENT HOLDINGS MO     BJC HEALTH SYSTEM
 
(5) BMCA GROWTH LLC
4901 FOREST PARK AVE
ST LOUIS,MO63108
45-4577941 		INVESTMENT HOLDINGS MO     BJC HEALTH SYSTEM
 
(6) BMCA INCOME LLC
4901 FOREST PARK AVE
ST LOUIS,MO63108
45-4578306 		INVESTMENT HOLDINGS MO     BJC HEALTH SYSTEM
 
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) ALTON MEMORIAL HEALTH SERVICES FOUNDATION
1109 N OXFORDSHIRE LANE

EDWARDSVILLE,IL62025
37-1177053 		SUPPORT TO AMH IL 501(C)(3) 11A ALTON MEMORIAL HOSPITAL
 
Yes
 
(2) FOUNDATION FOR BARNES-JEWISH HOSPITAL
1001 HIGHLANDS PLAZA DR WEST SUITE

ST LOUIS,MO63110
43-1648435 		SUPPORT TO BJH MO 501(C)(3) 7 BARNES-JEWISH HOSPITAL
 
Yes
 
(3) BARNES JEWISH HOSP AUXILIARY PARKVIEW CHAPTER
216 SO KINGSHIGHWAY CAB 140

ST LOUIS,MO63110
23-7000410 		SUPPORT TO BJH MO 501(C)(3) 11C BARNES-JEWISH HOSPITAL
 
Yes
 
(4) BARNES-JEWISH ST PETERS HOSPITAL AUXILIARY
10 HOSPITAL DRIVE

ST PETERS,MO63376
43-1232811 		SUPPORT TO BJSP HOSPITAL MO 501(C)(3) 3 BARNES-JEWISH ST PETERS HOSPITAL
 
Yes
 
(5) BARNES JEWISH ST PETERS & PROGRESS WEST FOUNDATION
10 HOSPITAL DRIVE

ST PETERS,MO63376
45-4471497 		SUPPORT TO BJSPH & PROGRESS WEST MO 501(C)(3) 7 BJSP HOSPITAL & PROGRESS WEST
 
Yes
 
(6) CHRISTIAN HOSPITAL FOUNDATION
11155 DUNN ROAD SUITE 300 N

ST LOUIS,MO63136
43-1947644 		SUPPORT TO CHNE MO 501(C)(3) 11A CHRISTIAN HOSPITAL NORTHEAST-NORTHWEST
 
Yes
 
(7) FAIRVIEW HEIGHTS MEDICAL GROUP SC
670 MASON RIDGE CENTER DR SUITE 300

ST LOUIS,MO63141
36-4147189 		HEALTHCARE SERVICES IL 501(C)(3) 3 BJC HEALTH SYSTEM
 
Yes
 
(8) MISSOURI BAPTIST HEALTHCARE FOUNDATION
3015 N BALLAS ROAD

ST LOUIS,MO63131
43-1472026 		SUPPORT TO MBMC MO 501(C)(3) 7 MISSOURI BAPTIST MEDICAL CENTER
 
Yes
 
(9) PARKLAND HEALTH CENTER FOUNDATION
1101 WEST LIBERTY ST

FARMINGTON,MO63640
90-0424964 		SUPPORT TO PHC MO 501(C)(3) 7 PARKLAND HEALTH CENTER
 
Yes
 
(10) ST LOUIS CHILDREN'S HOSPITAL FOUNDATION
ONE CHILDRENS PLACE

ST LOUIS,MO63110
43-1626863 		SUPPORT TO SLCH MO 501(C)(3) 7 ST LOUIS CHILDREN'S HOSPITAL
 
Yes
 
(11) MISSOURI BAPTIST HOSPITAL OF SULLIVAN AUXILIARY
751 SAPPINGTON BRIDGE

SULLIVAN,MO63080
43-1349641 		SUPPORT TO MBHS MO 501(C)(3) 3 MISSOURI BAPTIST HOSPITAL OF SULLIVAN
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



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

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




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



 		(k)
Percentage
ownership
Yes No Yes No
(1) THE HEART CARE INSTITUTE LLC

1020 NORTH MASON ROAD
ST LOUIS,MO63141
43-1870517 		MEDICAL SERVICES MO N/A
                  
(2) GAMMA KNIFE CENTER AT BARNES JEWISH HOSP LLC

216 SOUTH KINGSHIGHWAY
ST LOUIS,MO63110
43-1846941 		OUTPATIENT CARE SERVICES MO N/A
                  
(3) SURGERY CENTER OF FARMINGTON LLC

400 PARKLAND DRIVE
FARMINGTON,MO63640
43-1811835 		MEDICAL SERVICES MO N/A
                  
(4) CHILDREN'S DISCOVERY INSTITUTE LLC

4901 FOREST PARK AVE
ST LOUIS,MO63108
 SEARCH FOR CURES OF PEDIATRIC DISEASES MO N/A
                  






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

PO BOX 1109 GRAND CAYMAN
CAYMAN ISLANDS    
CJ
98-0599167 		INSURANCE CJ BJC HEALTH SYSTEM
  		C 43,970 12,050,760 100.000 % Yes  
(2) PF SERVICES INC

11155 DUNN ROAD
ST LOUIS,MO63136
43-1237767 		MANAGEMENT SERVICES MO N/A
 C       Yes  
(3) MB MEDICAL SERVICES INC

3015 N BALLAS ROAD
ST LOUIS,MO63131
43-1437404 		HEALTHCARE SERVICES MO N/A
 C       Yes  
(4) MISSOURI BAPTIST HOME HEALTH CARE INC

3015 N BALLAS ROAD
ST LOUIS,MO63131
43-1460430 		INACTIVE MO N/A
 C       Yes  
(5) MB PHARMACY INC

3015 N BALLAS ROAD
ST LOUIS,MO63131
43-1640730 		INACTIVE MO N/A
 C       Yes  
(6) ST PETERS MED OFFICE BLDG A CONDO ASSN INC

1040 N MASON SUITE 109
ST LOUIS,MO63141
43-1472188 		CONDOMINIUM ASSOCIATION MO N/A
 T       Yes  
(7) DMP MIDWEST INC

ONE METROPOLITAN SQ 2600
ST LOUIS,MO63102
27-1943910 		INACTIVE MO N/A
 C       Yes  
(8) WLA INVESTMENT LTD

PO BOX 178
OKOTOKS,ALBERTA  
CA
INVESTMENT HOLDINGS CA BMCA PRIVATE EQUITY LLC
  		C 979,372 17,323,766 100.000 % Yes  
Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
Yes
 
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
Yes
 
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
Yes
 
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) ALTON MEMORIAL HOSPITAL

 B 339,000  
(2) ALTON MEMORIAL HOSPITAL

 H 2,808,033  
(3) ALTON MEMORIAL HOSPITAL

 I 433,222  
(4) ALTON MEMORIAL HOSPITAL

 K 743,573  
(5) ALTON MEMORIAL HOSPITAL

 L 2,266,249  
(6) ALTON MEMORIAL HOSPITAL

 M 1,608,682  
(7) ALTON MEMORIAL HOSPITAL

 N 396,227  
(8) ALTON MEMORIAL HOSPITAL

 O 16,219,025  
(9) ALTON MEMORIAL HOSPITAL

 P 132,042,281  
(10) ALTON MEMORIAL HOSPITAL

 Q 25,694,207  
(11) ALTON MEMORIAL HOSPITAL

 R 147,618,353  
(12) ALTON MEMORIAL HOSPITAL

 S 23,042,953  
(13) BARNES-JEWISH HOSPITAL

 A 270,184  
(14) BARNES-JEWISH HOSPITAL

 B 73,837,000  
(15) BARNES-JEWISH HOSPITAL

 H 52,011,255  
(16) BARNES-JEWISH HOSPITAL

 I 17,134,064  
(17) BARNES-JEWISH HOSPITAL

 J 1,321,311  
(18) BARNES-JEWISH HOSPITAL

 K 3,791,447  
(19) BARNES-JEWISH HOSPITAL

 L 44,123,275  
(20) BARNES-JEWISH HOSPITAL

 M 49,641,383  
(21) BARNES-JEWISH HOSPITAL

 N 807,739  
(22) BARNES-JEWISH HOSPITAL

 O 209,581,343  
(23) BARNES-JEWISH HOSPITAL

 P 1,749,419,505  
(24) BARNES-JEWISH HOSPITAL

 Q 387,037,218  
(25) BARNES-JEWISH HOSPITAL

 R 1,772,848,577  
(26) BARNES-JEWISH HOSPITAL

 S 105,569,327  
(27) BJ ST PETERS AND PROGRESS WEST FOUNDATION

 P 259,179  
(28) BJ ST PETERS AND PROGRESS WEST FOUNDATION

 Q 66,222  
(29) BJ ST PETERS AND PROGRESS WEST FOUNDATION

 R 124,321  
(30) BJ ST PETERS HOSPITAL

 B 270,000  
(31) BJ ST PETERS HOSPITAL

 H 2,329,829  
(32) BJ ST PETERS HOSPITAL

 I 52,135  
(33) BJ ST PETERS HOSPITAL

 K 540,290  
(34) BJ ST PETERS HOSPITAL

 L 1,825,832  
(35) BJ ST PETERS HOSPITAL

 M 1,470,555  
(36) BJ ST PETERS HOSPITAL

 N 62,050  
(37) BJ ST PETERS HOSPITAL

 O 15,791,718  
(38) BJ ST PETERS HOSPITAL

 P 107,126,971  
(39) BJ ST PETERS HOSPITAL

 Q 14,421,400  
(40) BJ ST PETERS HOSPITAL

 R 111,724,108  
(41) BJ ST PETERS HOSPITAL

 S 671,918  
(42) BJ WEST COUNTY HOSPITAL

 B 237,000  
(43) BJ WEST COUNTY HOSPITAL

 H 3,227,058  
(44) BJ WEST COUNTY HOSPITAL

 I 1,129,749  
(45) BJ WEST COUNTY HOSPITAL

 J 9,294,637  
(46) BJ WEST COUNTY HOSPITAL

 K 9,455,904  
(47) BJ WEST COUNTY HOSPITAL

 L 4,412,187  
(48) BJ WEST COUNTY HOSPITAL

 M 880,619  
(49) BJ WEST COUNTY HOSPITAL

 N 426,004  
(50) BJ WEST COUNTY HOSPITAL

 O 12,302,781  
(51) BJ WEST COUNTY HOSPITAL

 P 95,771,063  
(52) BJ WEST COUNTY HOSPITAL

 Q 8,660,321  
(53) BJ WEST COUNTY HOSPITAL

 R 110,251,488  
(54) BJ WEST COUNTY HOSPITAL

 S 5,717,150  
(55) BJC BEHAVIORAL HEALTH

 H 585,213  
(56) BJC BEHAVIORAL HEALTH

 J 579,658  
(57) BJC BEHAVIORAL HEALTH

 K 116,541  
(58) BJC BEHAVIORAL HEALTH

 L 418,112  
(59) BJC BEHAVIORAL HEALTH

 M 682,308  
(60) BJC BEHAVIORAL HEALTH

 O 10,656,366  
(61) BJC BEHAVIORAL HEALTH

 P 48,186,674  
(62) BJC BEHAVIORAL HEALTH

 Q 3,987,667  
(63) BJC BEHAVIORAL HEALTH

 R 55,653,177  
(64) BJC CORPORATE HEALTH SERVICES

 H 193,440  
(65) BJC CORPORATE HEALTH SERVICES

 I 67,358  
(66) BJC CORPORATE HEALTH SERVICES

 L 347,137  
(67) BJC CORPORATE HEALTH SERVICES

 M 425,017  
(68) BJC CORPORATE HEALTH SERVICES

 O 1,999,354  
(69) BJC CORPORATE HEALTH SERVICES

 P 10,380,933  
(70) BJC CORPORATE HEALTH SERVICES

 Q 2,736,443  
(71) BJC CORPORATE HEALTH SERVICES

 R 9,768,624  
(72) BJC HOME CARE SERVICES

 H 409,888  
(73) BJC HOME CARE SERVICES

 J 91,039  
(74) BJC HOME CARE SERVICES

 L 221,502  
(75) BJC HOME CARE SERVICES

 M 237,890  
(76) BJC HOME CARE SERVICES

 O 15,880,027  
(77) BJC HOME CARE SERVICES

 P 57,450,554  
(78) BJC HOME CARE SERVICES

 Q 6,348,651  
(79) BJC HOME CARE SERVICES

 R 67,561,254  
(80) BOONE HOSPITAL CENTER

 B 705,000  
(81) BOONE HOSPITAL CENTER

 H 754,217  
(82) BOONE HOSPITAL CENTER

 J 15,451,919  
(83) BOONE HOSPITAL CENTER

 K 2,989,105  
(84) BOONE HOSPITAL CENTER

 L 9,365,110  
(85) BOONE HOSPITAL CENTER

 M 99,229  
(86) BOONE HOSPITAL CENTER

 O 35,373,855  
(87) BOONE HOSPITAL CENTER

 P 243,759,595  
(88) BOONE HOSPITAL CENTER

 Q 14,136,730  
(89) BOONE HOSPITAL CENTER

 R 288,490,109  
(90) BOONE HOSPITAL CENTER

 S 342,787  
(91) BOONE HOSPITAL HOME HEATH CARE

 L 63,570  
(92) BOONE HOSPITAL HOME HEATH CARE

 O 866,424  
(93) BOONE HOSPITAL HOME HEATH CARE

 P 2,226,266  
(94) BOONE HOSPITAL HOME HEATH CARE

 Q 256,280  
(95) BOONE HOSPITAL HOME HEATH CARE

 R 2,163,182  
(96) CH ALLIED SERVICES

 H 4,180,186  
(97) CH ALLIED SERVICES

 I 8,417,991  
(98) CH ALLIED SERVICES

 K 12,791,963  
(99) CH ALLIED SERVICES

 L 73,793  
(100) CH ALLIED SERVICES

 M 8,902,182  
(101) CH ALLIED SERVICES

 P 22,146,375  
(102) CH ALLIED SERVICES

 Q 14,147,709  
(103) CHILDREN'S HEALTH NETWORK

 P 56,308  
(104) CHILDREN'S HEALTH NETWORK

 Q 112,615  
(105) CHRISTIAN HEALTHCARE DEVELOPMENT CORP

 H 499,480  
(106) CHRISTIAN HEALTHCARE DEVELOPMENT CORP

 I 252,689  
(107) CHRISTIAN HEALTHCARE DEVELOPMENT CORP

 P 376,432  
(108) CHRISTIAN HEALTHCARE DEVELOPMENT CORP

 Q 5,998,586  
(109) CHRISTIAN HOSPITAL

 B 695,000  
(110) CHRISTIAN HOSPITAL

 H 6,733,746  
(111) CHRISTIAN HOSPITAL

 K 976,734  
(112) CHRISTIAN HOSPITAL

 L 13,051,868  
(113) CHRISTIAN HOSPITAL

 M 3,506,242  
(114) CHRISTIAN HOSPITAL

 N 923,564  
(115) CHRISTIAN HOSPITAL

 O 41,353,834  
(116) CHRISTIAN HOSPITAL

 P 267,756,502  
(117) CHRISTIAN HOSPITAL

 Q 71,571,374  
(118) CHRISTIAN HOSPITAL

 R 272,532,817  
(119) CHRISTIAN HOSPITAL

 S 19,818,020  
(120) CHRISTIAN HOSPITAL FOUNDATION

 O 78,503  
(121) CHRISTIAN HOSPITAL FOUNDATION

 P 1,144,531  
(122) CHRISTIAN HOSPITAL FOUNDATION

 Q 548,345  
(123) CHRISTIAN HOSPITAL FOUNDATION

 R 1,048,624  
(124) CHRISTIAN HOSPITAL FOUNDATION

 S 465,246  
(125) FAIRVIEW HEIGHTS MEDICAL GROUP SC

 I 6,247,806  
(126) FAIRVIEW HEIGHTS MEDICAL GROUP SC

 J 1,008,800  
(127) FAIRVIEW HEIGHTS MEDICAL GROUP SC

 K 69,722  
(128) FAIRVIEW HEIGHTS MEDICAL GROUP SC

 L 5,366,361  
(129) FAIRVIEW HEIGHTS MEDICAL GROUP SC

 M 3,241,275  
(130) FAIRVIEW HEIGHTS MEDICAL GROUP SC

 O 10,275,554  
(131) FAIRVIEW HEIGHTS MEDICAL GROUP SC

 P 26,374,058  
(132) FAIRVIEW HEIGHTS MEDICAL GROUP SC

 Q 15,943,911  
(133) FAIRVIEW HEIGHTS MEDICAL GROUP SC

 R 26,278,717  
(134) MISSOURI BAPTIST HEALTHCARE FOUNDATION

 B 438,929  
(135) MISSOURI BAPTIST HEALTHCARE FOUNDATION

 C 175,308  
(136) MISSOURI BAPTIST HEALTHCARE FOUNDATION

 H 995,998  
(137) MISSOURI BAPTIST HEALTHCARE FOUNDATION

 I 216,989  
(138) MISSOURI BAPTIST HEALTHCARE FOUNDATION

 L 681,988  
(139) MISSOURI BAPTIST HEALTHCARE FOUNDATION

 O 82,096  
(140) MISSOURI BAPTIST HEALTHCARE FOUNDATION

 P 5,375,615  
(141) MISSOURI BAPTIST HEALTHCARE FOUNDATION

 Q 3,584,157  
(142) MISSOURI BAPTIST HEALTHCARE FOUNDATION

 R 5,895,055  
(143) MISSOURI BAPTIST HEALTHCARE FOUNDATION

 S 2,795,207  
(144) MISSOURI BAPTIST HOSPITAL SULLIVAN

 B 116,630  
(145) MISSOURI BAPTIST HOSPITAL SULLIVAN

 H 1,066,468  
(146) MISSOURI BAPTIST HOSPITAL SULLIVAN

 K 150,240  
(147) MISSOURI BAPTIST HOSPITAL SULLIVAN

 L 1,943,155  
(148) MISSOURI BAPTIST HOSPITAL SULLIVAN

 M 667,345  
(149) MISSOURI BAPTIST HOSPITAL SULLIVAN

 O 8,989,488  
(150) MISSOURI BAPTIST HOSPITAL SULLIVAN

 P 48,914,849  
(151) MISSOURI BAPTIST HOSPITAL SULLIVAN

 Q 6,962,506  
(152) MISSOURI BAPTIST HOSPITAL SULLIVAN

 R 53,301,984  
(153) MISSOURI BAPTIST MEDICAL CENTER

 B 1,330,678  
(154) MISSOURI BAPTIST MEDICAL CENTER

 C 428,929  
(155) MISSOURI BAPTIST MEDICAL CENTER

 H 7,658,352  
(156) MISSOURI BAPTIST MEDICAL CENTER

 I 2,253,859  
(157) MISSOURI BAPTIST MEDICAL CENTER

 J 78,579  
(158) MISSOURI BAPTIST MEDICAL CENTER

 K 2,287,797  
(159) MISSOURI BAPTIST MEDICAL CENTER

 L 3,808,846  
(160) MISSOURI BAPTIST MEDICAL CENTER

 M 8,889,290  
(161) MISSOURI BAPTIST MEDICAL CENTER

 N 80,423  
(162) MISSOURI BAPTIST MEDICAL CENTER

 O 61,051,722  
(163) MISSOURI BAPTIST MEDICAL CENTER

 P 459,601,756  
(164) MISSOURI BAPTIST MEDICAL CENTER

 Q 53,565,720  
(165) MISSOURI BAPTIST MEDICAL CENTER

 R 466,955,891  
(166) MISSOURI BAPTIST MEDICAL CENTER

 S 496,051  
(167) PARKLAND HEALTH CARE FOUNDATION

 P 1,857,807  
(168) PARKLAND HEALTH CARE FOUNDATION

 Q 1,799,094  
(169) PARKLAND HEALTH CARE FOUNDATION

 R 704,523  
(170) PARKLAND HEALTH CARE FOUNDATION

 S 678,897  
(171) PARKLAND HEALTH CENTER

 B 167,000  
(172) PARKLAND HEALTH CENTER

 H 2,647,479  
(173) PARKLAND HEALTH CENTER

 K 346,730  
(174) PARKLAND HEALTH CENTER

 L 2,238,996  
(175) PARKLAND HEALTH CENTER

 M 231,650  
(176) PARKLAND HEALTH CENTER

 O 9,216,101  
(177) PARKLAND HEALTH CENTER

 P 68,401,730  
(178) PARKLAND HEALTH CENTER

 Q 18,555,728  
(179) PARKLAND HEALTH CENTER

 R 64,091,482  
(180) PARKLAND HEALTH CENTER

 S 635,027  
(181) PROGRESS WEST HEALTHCARE CENTER

 B 149,000  
(182) PROGRESS WEST HEALTHCARE CENTER

 H 1,350,010  
(183) PROGRESS WEST HEALTHCARE CENTER

 K 482,052  
(184) PROGRESS WEST HEALTHCARE CENTER

 L 2,033,881  
(185) PROGRESS WEST HEALTHCARE CENTER

 M 110,878  
(186) PROGRESS WEST HEALTHCARE CENTER

 O 8,051,833  
(187) PROGRESS WEST HEALTHCARE CENTER

 P 53,308,181  
(188) PROGRESS WEST HEALTHCARE CENTER

 Q 9,112,359  
(189) PROGRESS WEST HEALTHCARE CENTER

 R 55,115,839  
(190) PROGRESS WEST HEALTHCARE CENTER

 S 75,679  
(191) ST LOUIS CHILDREN'S HOSPITAL FOUNDATION

 C 69,550,000  
(192) ST LOUIS CHILDREN'S HOSPITAL FOUNDATION

 H 349,366  
(193) ST LOUIS CHILDREN'S HOSPITAL FOUNDATION

 L 265,740  
(194) ST LOUIS CHILDREN'S HOSPITAL FOUNDATION

 M 98,383  
(195) ST LOUIS CHILDREN'S HOSPITAL FOUNDATION

 O 660,860  
(196) ST LOUIS CHILDREN'S HOSPITAL FOUNDATION

 P 73,693,245  
(197) ST LOUIS CHILDREN'S HOSPITAL FOUNDATION

 Q 26,785,732  
(198) ST LOUIS CHILDREN'S HOSPITAL FOUNDATION

 R 79,313,249  
(199) ST LOUIS CHILDREN'S HOSPITAL FOUNDATION

 S 32,813,624  
(200) ST LOUIS CHILDREN'S HOSPITAL

 B 70,768,000  
(201) ST LOUIS CHILDREN'S HOSPITAL

 H 11,623,432  
(202) ST LOUIS CHILDREN'S HOSPITAL

 I 510,606  
(203) ST LOUIS CHILDREN'S HOSPITAL

 J 377,666  
(204) ST LOUIS CHILDREN'S HOSPITAL

 K 65,842  
(205) ST LOUIS CHILDREN'S HOSPITAL

 L 14,507,864  
(206) ST LOUIS CHILDREN'S HOSPITAL

 M 14,510,852  
(207) ST LOUIS CHILDREN'S HOSPITAL

 N 965,573  
(208) ST LOUIS CHILDREN'S HOSPITAL

 O 66,369,281  
(209) ST LOUIS CHILDREN'S HOSPITAL

 P 467,218,771  
(210) ST LOUIS CHILDREN'S HOSPITAL

 Q 139,855,036  
(211) ST LOUIS CHILDREN'S HOSPITAL

 R 959,748,535  
(212) ST LOUIS CHILDREN'S HOSPITAL

 S 483,301,675  
(213) THE FOUNDATION FOR BARNES JEWISH HOSPITAL

 A 270,184  
(214) THE FOUNDATION FOR BARNES JEWISH HOSPITAL

 C 69,550,000  
(215) THE FOUNDATION FOR BARNES JEWISH HOSPITAL

 H 127,080  
(216) THE FOUNDATION FOR BARNES JEWISH HOSPITAL

 L 134,938  
(217) THE FOUNDATION FOR BARNES JEWISH HOSPITAL

 O 361,114  
(218) THE FOUNDATION FOR BARNES JEWISH HOSPITAL

 P 102,307,483  
(219) THE FOUNDATION FOR BARNES JEWISH HOSPITAL

 Q 52,494,358  
(220) THE FOUNDATION FOR BARNES JEWISH HOSPITAL

 R 82,865,336  
(221) THE FOUNDATION FOR BARNES JEWISH HOSPITAL

 S 30,424,372  
(222) TWIN RIVERS MRI INC

 M 346,534  
(223) TWIN RIVERS MRI INC

 O 193,831  
(224) TWIN RIVERS MRI INC

 P 9,385,095  
(225) TWIN RIVERS MRI INC

 Q 322,096  
(226) TWIN RIVERS MRI INC

 R 2,459,257  
(227) VILLAGE NORTH INC

 H 274,155  
(228) VILLAGE NORTH INC

 I 499,480  
(229) VILLAGE NORTH INC

 O 1,301,261  
(230) VILLAGE NORTH INC

 P 12,116,454  
(231) VILLAGE NORTH INC

 Q 7,874,013  
(232) VILLAGE NORTH INC

 R 5,366,758  
Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

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




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






























Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2014
Additional Data


Software ID:  
Software Version: