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 09-01-2014 , and ending 08-31-2015
BCheck if applicable:
CName of organization
Bon Secours Health System Inc
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
8990 Old Annapolis Road
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Columbia, MD21045
D Employer identification number

52-1301088
E Telephone number

G Gross receipts $ 297,246,183
F Name and address of principal officer:
Richard Statuto
8990 Old Annapolis Road
Columbia,MD21045
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.bshsi.org
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet0928
K Form of organization:
 
L Year of formation: 1983
M State of legal domicile: MD
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: Provide admin/mgmt services to hospitals, nursing homes & other related healthcare orgs.
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 15
5 Total number of individuals employed in calendar year 2014 (Part V, line 2a) ...... 5 924
6 Total number of volunteers (estimate if necessary) ............. 6 15
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 551,234
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 344,192
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 51,432 3,663
9 Program service revenue (Part VIII, line 2g) ......... 187,349,741 229,681,336
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 16,116,615 15,125,550
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 55,650,211 48,435,200
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 259,167,999 293,245,749
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 3,988,076 16,727,350
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) 119,400,030 143,438,041
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).... 133,582,208 232,070,856
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 256,970,314 392,236,247
19 Revenue less expenses. Subtract line 18 from line 12....... 2,197,685 -98,990,498
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 1,301,862,465 1,299,722,360
21 Total liabilities (Part X, line 26)............. 1,234,971,162 1,293,179,357
22 Net assets or fund balances. Subtract line 21 from line 20..... 66,891,303 6,543,003
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: The mission is to bring compassion to health care and to be good help to those in need, especially those who are poor and dying. As a system of caregivers, we commit ourselves to help bring people and communities to health and wholeness.
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 $ 351,314,511 including grants of $ 16,727,350 ) (Revenue $ 244,993,994 )
The Bon Secours Health System provides a wide range of corporate support services to the facilities it owns or has affiliations. The system's mission services ensure that all Bon Secours facilities support the ministry of the Sisters of Bon Secours and the Catholic Church, and are driven by the system's mission and values. The system's financial, operational and business development services provide essential centralized support to improve operations, financial performance, and the delivery of patient care. With expertise in all areas of acute, long-term care and assisted living facility and home care management and operations, the corporate staff also serves as an invaluable corporate consulting resource. Mission Services:-Direction, support and consultation for the local and corporate staffand boards of directors-Policy development in areas such as sponsorship, businessrelationships, moral investments, bioethics, organizational ethics,social justice and community commitment services-Education to promote the Bon Secours mission, philosophy and values tokey staff-Coordination of teams charged with addressing health care issues andethical concernsFinancial & Treasury Services:-Negotiation of access to capital-Oversight, coordination and control of external audits-Coordination of and assistance in maximizing third-party reimbursementand filing related appeals-Monitoring of federal health care policy-Monitoring of System's master pension trust encompassing the pooledinvestment of all defined benefit pension plan assets of System members, including the selection of master pension trust investment advisor and managers and evaluation of their performance-Management of System members' trustee-held funds and System-wideinvestment program encompassing the vast majority of System members'investments, including funded depreciation accounts and centralized cash management program, in accordance with uniform System investmentguidelines-Management of centralized cash management program-Maintenance of System-wide common financial data base providing statusof key financial indicators and operating statistics-Long range capital and financial planning and annual operating andcapital budgeting support-Preparation of monthly and year-end consolidating System-widefinancial statements, including budget variation reporting andstatistical analysis-Development, implementation and monitoring of standardized accountingpolicies and educates senior leaders on financial literacy andcontemporary financial practices.-Development of external financial disclosures to investors and thepublic at large-Primary contact with rating agencies, bond insurers and for investorsquestions Oversight of System consulting in the areas of tax returns,cost reporting, A-133 filings, CDM compliance and third party appeals-Organization of meetings of Chief Financial Officers to bettercoordinate implementation of System-wide goals, strategies, tactics andobjectives and to monitor facility operations and corporate complianceOperational Services:-Actuarial, accounting and investment functions for self insurancefunding of System members' general and professional liability andworkers compensation claims and for a System-wide self-funded plan for employee health benefits-Coordination of functions for a System-wide standard hospitalinformation system and other systems for use throughout the System andsupport functions for implementing and maintaining the informationsystem-Standardized purchasing function, material management, Lawson ERPsystem, and other standard IS-Knowledge Transfer of best practices and successes on revenueenhancement and cost reduction initiatives.Strategic Planning, Marketing, and Business Development Services:-Coordination of System strategic planning including coordination ofdevelopment of the System's vision, goals, and 3-year strategic planand annual planning processes.-Market assessment and strategy development for improved local marketpositioning-Strategic planning support for acute, long-term and home careoperations-New product/service research and development-Emerging technology research & assessment; knowledge transfer oftechnology and implications for system-Coordination and consultative assistance in service line planning &profitability analyses-Implementation of strategic growth initiatives in new and existingcommunities-Coordination of Planning & Business Development leaders, Customer Satisfaction, and Marketing & Communications leaders networksOther Corporate Services:-Corporate Communications and Public Relations-Internal auditing-Corporate Responsibility-Risk management-Governance-Coordination and control of System-wide benefit testing-Administration of System-wide health benefit plans-Placement and renewal of various System-wide welfare benefit plans-Coordination and management of legal services provided to Systemmembers-Regulatory compliance and insurance functions-System-wide employee, patient, resident and physician satisfactionProgram
4b (Code:   ) (Expenses $ 4,013,579 including grants of $   ) (Revenue $ 125,000 )
Bon Secours Good Helpcare, LLC d.b.a Good Help ACO, is an Accountable Care Organization (ACO) that received approval from the Centers for Medicare and Medicaid Services (CMS) to participate in the Medicare Shared Savings Program (MSSP), effective January 1, 2013. Part of the Affordable Care Act of 2010, the MSSP is intended to facilitate cooperation among health care providers for the coordination of care for Medicare Fee-for-Service beneficiaries. The goal of coordinated care is to ensure the right care at the right time, while avoiding unnecessary duplication of services and preventing medical errors. Good Help ACO is designed to allow participating providers to provide appropriate coordinated care at a time when it is needed and in a setting that is both convenient and appropriate.
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet355,328,090
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)? ...
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part III............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
Yes
 
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV......... 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
324
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
924
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletCJ
See instructions for filing requirements for 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
15
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
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
No
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:
MediumBulletLaura Ellison

8990 Old Annapolis Road
Columbia,MD21045 (443) 367-3835
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) Chris Allen........................................................................
Board Member
 4.00
.......................2.00 		X           400 0 0
(2) Richard Blair........................................................................
Board Member
 4.00
.......................0.00 		X           400 0 0
(3) Charles Brown III........................................................................
Chairman (Jan-Aug)
 12.00
.......................2.00 		X   X       0 0 0
(4) Sr Elaine Davia........................................................................
Board Member
 3.00
.......................4.00 		X           0 0 0
(5) Marcia Dush........................................................................
Board Member
 3.00
.......................0.00 		X           400 0 0
(6) Stephanie Ferguson PhD........................................................................
Board Member
 3.00
.......................0.00 		X           400 0 0
(7) David Jimenez........................................................................
Board Member
 4.00
.......................0.00 		X           400 0 0
(8) Gerard Kells........................................................................
Board Member
 3.00
.......................0.00 		X           400 0 0
(9) Robert Kuramoto MD........................................................................
Board Member
 3.00
.......................0.00 		X           400 0 0
(10) Peter Maddox........................................................................
Board Member
 3.00
.......................0.00 		X           400 0 0
(11) Jennifer O'Brien Esq........................................................................
Board Member
 4.00
.......................0.00 		X           0 0 0
(12) Susan Sandlund PhD........................................................................
Board Member
 5.00
.......................0.00 		X           400 0 0
(13) Donald Seitz MD........................................................................
Chairman (Sep-Dec)/BM (Jan-Aug)
 12.00
.......................2.00 		X   X       50,400 0 0
(14) Richard Serafini........................................................................
Board Member (Sep-Dec)
 4.00
.......................0.00 		X           400 0 0
(15) Sr Mary Shimo........................................................................
Board Member
 3.00
.......................3.00 		X           400 0 0
(16) Richard Statuto........................................................................
President/CEO
 50.00
.......................0.00 		X   X       1,971,280 0 527,923
(17) Sr Alice Talone........................................................................
Board Member
 3.00
.......................0.50 		X           400 0 0
Form 990 (2014)
Form 990 (2014)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) Carol Taylor........................................................................
Board Member
 3.00
.......................0.00 		X           1,400 0 0
(19) Janice Burnett........................................................................
Treasurer/CFO
 48.00
.......................2.00 		    X       704,655 0 127,038
(20) Martha Riva........................................................................
Secretary/SVP Governance
 47.50
.......................2.50 		    X       544,786 0 81,951
(21) Timothy Davis........................................................................
EVP, CHRAO
 46.00
.......................4.00 		      X     1,019,679 0 151,683
(22) Marlon Priest MD........................................................................
EVP, CMO
 50.00
.......................0.00 		      X     1,359,194 0 37,144
(23) Laishy Williams-Carlson........................................................................
SVP, CIO
 50.00
.......................0.00 		      X     423,986 0 36,396
(24) Peter Bernard........................................................................
EVP, CEO - BSV
 0.10
.......................49.90 		        X   1,489,553 0 205,165
(25) Michael Kerner........................................................................
CEO - HRHS
 0.10
.......................49.90 		        X   958,311 0 131,925
(26) Mark Nantz........................................................................
EVP, CEO - MKT LDR GRNVL
 0.10
.......................49.90 		        X   898,579 0 117,360
(27) Matthew Toddy........................................................................
EVP, Legal Affairs
 50.00
.......................0.00 		        X   885,520 0 113,474
(28) Samuel Ross MD........................................................................
EVP, CEO - BHS
 12.50
.......................37.50 		        X   832,778 0 87,464
(29) Lawrence Hubbard........................................................................
Former SVP/CIO
 0.00
.......................0.00 		          X 647,371 0 36,753


1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 11,792,292 0 1,654,276
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet289
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
Divurgent

4445 Corporation Lane Ste 228
Virginia Beach,VA23462 		Management & Support Staff 3,808,318
Shiftwise

PO Box 70870
St Paul,MN55170 		Staffing Support 3,654,960
Towers Watson

PO Box 8500
Philadelphia,PA19178 		Advisory Services 2,680,915
Benefit Focus

PO Box 123383
Dallas,TX75312 		Customer Support 2,500,060
Infor

PO Box 1450
Minneapolis,MN55485 		Consulting Services 2,286,009
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet125
Form 990 (2014)
Form 990 (2014)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		3,663
g Noncash contributions included in lines
1a-1f:$ 		 
h Total. Add lines 1a-1f.......MediumBullet 3,663
Program Service RevenueAmt Business Code
2a Corp Mgmt & IS Fees 900099 223,849,270 223,849,270    
b Charity Service Fees 900099 5,707,066 5,707,066    
c Acc. Care Org - Reimb. 900099 125,000 125,000    
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 229,681,336
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 3,762,701     3,762,701
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet        
(i) Real (ii) Personal
6a Gross rents 10,780,040  
b Less: rental expenses 3,665,257  
c Rental income or (loss) 7,114,783  
d Net rental income or (loss).......MediumBullet 7,114,783     7,114,783
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 6,834,101 4,863,925
b Less: cost or other basis and sales expenses 0 335,177
c Gain or (loss) 6,834,101 4,528,748
d Net gain or (loss)..........MediumBullet 11,362,849     11,362,849
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 Premier & Other Pships 900099 15,749,414 15,437,658 311,756  
b Rebates 900099 6,924,090     6,924,090
c JV Income 900099 5,899,693     5,899,693
d All other revenue .... 12,747,220   239,478 12,507,742
e Total. Add lines 11a–11d ...... MediumBullet 41,320,417
12 Total revenue. See Instructions......MediumBullet 293,245,749 245,118,994 551,234 47,571,858
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 .... 16,727,350 16,727,350
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 .... 6,019,626 5,417,663 601,963  
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 .... 111,958,611 100,667,883 11,290,728  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 10,748,910 9,670,270 1,078,640  
9 Other employee benefits ....... 10,258,190 9,219,567 1,038,623  
10 Payroll taxes ........... 4,452,704 4,000,561 452,143  
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 1,248,299 1,115,902 132,397  
c Accounting ........... 3,994,283 3,594,855 399,428  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) .... 3,250 2,925 325  
12 Advertising and promotion .... 342,233 308,010 34,223  
13 Office expenses ....... 2,929,180 2,632,753 296,427  
14 Information technology ...... 36,156,327 32,540,694 3,615,633  
15 Royalties ..        
16 Occupancy ........... 8,112,458 7,233,681 878,777  
17 Travel ............ 5,017,141 4,514,455 502,686  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 3,324,334 2,991,901 332,433  
20 Interest ........... 10,774,471 10,774,471    
21 Payments to affiliates ....... 6,500,000 5,850,000 650,000  
22 Depreciation, depletion, and amortization ..... 44,489,771 39,914,638 4,575,133  
23 Insurance .............. 152,935 108,239 44,696  
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 Forgiveness of Debt 78,181,466 70,363,319 7,818,147  
b Purchased Services 29,407,965 26,426,308 2,981,657  
c Membership/Subscription 838,544 754,690 83,854  
d UBIT 10,847   10,847  
e All other expenses 587,352 497,955 89,397  
25 Total functional expenses. Add lines 1 through 24e 392,236,247 355,328,090 36,908,157 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 ............. 1,287,491 1 1,448,457
2 Savings and temporary cash investments ......... 39,267,293 2 67,909,390
3 Pledges and grants receivable, net ...........   3  
4 Accounts receivable, net ............. 12,842,529 4 14,035,760
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 ............. 49,601 7 51,700
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges .......... 21,492,733 9 20,277,519
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 429,352,306
b Less: accumulated depreciation ..... 10b 235,700,261 252,368,048 10c 193,652,045
11 Investments—publicly traded securities .......... 261,691,056 11 161,508,160
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 ..... 156,839,833 13 231,760,761
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 556,023,881 15 609,078,568
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 1,301,862,465 16 1,299,722,360
Liabilities 17 Accounts payable and accrued expenses ......... 107,432,902 17 111,575,016
18 Grants payable .................   18  
19 Deferred revenue ................ 84,289,186 19 74,822,407
20 Tax-exempt bond liabilities ............. 836,086,914 20 822,224,366
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 .. 15,584,773 23 15,564,069
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.................... 191,577,387 25 268,993,499
26 Total liabilities. Add lines 17 through 25......... 1,234,971,162 26 1,293,179,357
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 .............. 66,891,303 27 6,543,003
28 Temporarily restricted net assets ...........   28  
29 Permanently restricted net assets ...........   29  
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 66,891,303 33 6,543,003
34 Total liabilities and net assets/fund balances ........ 1,301,862,465 34 1,299,722,360
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
293,245,749
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
392,236,247
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-98,990,498
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
66,891,303
5
Net unrealized gains (losses) on investments ...............
5
-9,474,974
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
120,001
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
47,997,171
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
6,543,003
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
Bon Secours Health System Inc
 
Employer identification number

52-1301088
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 ............................. 38
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) Bon Secours Hospital Baltimore Inc
  		521909599   Yes   9,867,953 0
(B) Bon Secours Housing Inc
  		521442707   Yes   0 0
(C) Bon Secours Housing II Inc
  		521543174   Yes   0 0
(D) Bon Secours of Maryland Foundation Inc
  		521732800   Yes   774,450 0
(E) Unity Properties Inc
  		521857768   Yes   278,598 0
(F) Bon Secours Charity Health System Medical Group PC
  		223636986   Yes   501,208 0
(G) Bon Secours Community Hospital
  		141340100   Yes   3,875,553 0
(H) Good Samaritan Foundation For Better Health Inc
  		133400353   Yes   90,000 0
(I) Good Samaritan Hospital of Suffern NY
  		131740104   Yes   11,739,247 0
(J) St Anthony Community Hospital Warwick New York
  		141340100   Yes   2,386,106 0
(K) St Francis Center at the Knolls Inc dba Mt Alverno Center
  		061370576   Yes   325,081 0
(L) The Bon Secours Warwick Health Foundation
  		141972807   Yes   0 0
(M) Villa Frances at the Knolls Inc dba Schervier Pavilion
  		061381994   Yes   294,510 0
(N) Bon Secours DePaul Health Foundation
  		541843876   Yes   157,721 0
(O) Bon Secours DePaul Medical Center Inc
  		541820093   Yes   25,823,104 0
(P) Bon Secours Maryview Foundation
  		521694731   Yes   923,779 0
(Q) Bon Secours Maryview Nursing Care Center
  		521578169   Yes   157,317 0
(R) Maryview Hospital
  		540506463   Yes   35,054,212 0
(S) Mary Immaculate Hospital Incorporated
  		540548200   Yes   5,553,784 0
(T) Mary Immaculate Nursing Center Inc
  		541516476   Yes   131,344 0
(U) Bellefonte Physician Services Inc
  		352320780   Yes   15,722,550 0
(V) Bon Secours Kentucky Health System Foundation Inc
  		611381952   Yes   213,000 0
(W) Our Lady of Bellefonte Hospital Inc
  		611356023   Yes   14,941,817 0
(X) Frances Schervier Home and Hospital
  		131740397   Yes   7,329,846 0
(Y) Schervier Housing Development Fund Corporation
  		133098867   Yes   0 0
(Z) Bon Secours Memorial Regional Medical Center Inc
  		541744931   Yes   36,779,774 0
(AA) Bon Secours Richmond Community Hospital Incorporated
  		540647482   Yes   2,746,136 0
(AB) Bon Secours Richmond Health Care Foundation
  		541201346   Yes   327,000 0
(AC) Bon Secours St Francis Medical Center Inc
  		311716973   Yes   9,691,930 0
(AD) Bon Secours St Marys Hospital of Richmond Inc
  		540793767   Yes   61,767,666 0
(AE) Bon Secours St Francis Health System Foundation Inc
  		260012031   Yes   0 0
(AF) St Francis Hospital Inc
  		582504530   Yes   75,477,480 0
(AG) Bon Secours Maria Manor Nursing Care Center Inc
  		650061820   Yes   1,297,010 0
(AH) Bon Secours St Petersburg Home Care Services Inc
  		134334363   Yes   0 0
(AI) Congregation of Bon Secours of Paris Incorporated
  		453662533   Yes   0 0
(AJ) Sisters of Bon Secours of the US Incorporated
  		520715234   Yes   775,409 0
(AK) Chesapeake Hospital Corporation
  		237424835   Yes   6,484,424 0
(AL) Rappahannock General Hospital Foundation
  		541210450   Yes   0 0
Total : 3838 331,488,009

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
 
 
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
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (1) a written notice describing the type and amount of support provided during the prior tax year, (2) a copy of the Form 990 that was most recently filed as of the date of notification, and (3) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
Yes
 
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
Yes
 
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
Yes
 
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
Yes
 
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
Yes
 
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
Yes
 
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
Yes
 
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: The following organizations were added to the listing of supported organizations as newly acquired organizations. The organizing documents of each organization were amended to reflect the authority of the filing organization. These actions were accomplished through the applicable Board of Directors' approvals. Chesapeake Hospital Corporation: 23-7424835 Rappahannock General Hospital Foundation: 54-1210450
Part IV, Section A, Line 6: The filing organization did provide support in the form of grants and other assistance to organizations other than their supported organizations. The organization regularly provides financial support to charitable and religious organizations with similar tax exempt purposes.
Part IV, Section D, Line 3: The filing organization maintains a close and continuous working relationship with the Sisters of Bon Secours in the United States because members of the order serve on its board and because the Congregation is the founding and participating entity in the filing organization's canonical sponsor. The filing organization maintains a close and continuous working relationship with its other supported organizations through the Governance Steering Committee, which is comprised of the BSHSI Board Chair, BSHSI President/CEO, and the Board Chairs, Board Presidents, and CEOs of each local system. The committee meets quarterly to bring together governance leadership throughout the system for education, sharing and working toward governance best practices. The local board chairs and presidents also meet with the BSHSI Board Chair in executive session at each meeting. The supported organizations have a significant voice in the use of the filing organization's income and assets. Representatives of the supported organizations have clear channels of communication to relay to the filing organization's staff and leadership the resources they want and need in order to carry out their operations in furtherance of their shared health care mission. Supported organizations communicate their needs through the annual budget approval process and through ad hoc requests as needs arise. The filing organization's staff and leadership take account of the information they receive from the supported organizations in developing budgets and proposed allocations of resources to be presented to the filing organization's Board for debate and approval.
Part IV, Section E, Line 2a: Substantially all of the filing organization's activities directly furthered the exempt purposes of the Sisters of Bon Secours in the United States and the other supported organizations because the activities were all carrying out the shared health care mission of the Bon Secours Health System. The filing organization developed system-wide policies, provided services such as electronic health records system maintenance, procurement, accounting, and legal to support the delivery of health care to the communities served and to enable the Sisters of Bon Secours to carry out their faith-based health care mission consistently and effectively across the system.
Part IV, Section E, Line 2b: The filing organization's supported organizations would have engaged in the filing organization's activities but for the filing organization's involvement because the functions and services performed by the filing organization are all important to sound operations that deliver quality health care that is compliant with legal and regulatory requirements and the faith-based mission of the Bon Secours Health System.
Part IV, Section E, Line 3a: The filing organization had the power to appoint or elect a majority of the officers and directors of its supported organizations, other than the Sisters of Bon Secours of the United States, which has the authority, through its relationship with the filing organization's sole member, to appoint the board of the filing organization. The filing organization exercises this power through its control over the parent entities of the local health systems which in turn have control over the supported organizations.
Part IV, Section E, Line 3b: The supported organizations are subject to the general supervision or control of filing organization. Per the governing documents of each of the supported organizations, the filing organization has the power to approve strategic plans, capital budgets, operating budgets, as well as change the philosophy, objectives or purposes of the organizations.
Schedule A, Part VI, Additional Disclosure: The following five organizations were supported organizations of the filing organizations from the beginning of the taxable year through May 19, 2015 when WMC Health Network Rockland, Inc., acquired a membership interest in Bon Secours Charity Health System, a nonprofit corporation which is the parent that controls the selection of directors of these organizations: Good Samaritan Hospital of Suffern, Bon Secours Community Hospital, St. Anthony Community Hospital, Villa Frances at the Knolls, St. Francis Center at the Knolls, Bon Secours Charity Health System Medical Group, P.C., Good Samaritan Hospital for Better Health, Inc., and the Bon Secours Warwick Health Foundation.
Schedule A (Form 990 or 990-EZ) 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
Bon Secours Health System Inc
 
Employer identification number

52-1301088
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenue included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2014

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

Yes
No
(i) unrelated organizations ........................
3a(i)
 
 
(ii) related organizations ........................
3a(ii)
 
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   11,241,726 11,241,726
b Buildings ................   61,314,120 6,846,727 54,467,393
c Leasehold improvements ............   2,101,535 1,297,120 804,415
d Equipment ................   332,301,764 227,156,414 105,145,350
e Other .................   22,393,161 400,000 21,993,161
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 193,652,045
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    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Inv in Roper St. Francis 98,021,340 C
(2) Inv in Charity Health System 56,995,228 C
(3) Community Programs Loans 23,935,410 C
(4) Inv in Premier 22,223,413 C
(5) Inv in Innovation Institute 12,144,804 C
(6) Inv in Memorial Regional Med Center 9,238,222 C
(7) Inv in Mary Immaculate Hospital JV 9,202,344 C


Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet 231,760,761
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) Due from Affiliates 526,325,753
(2) HPL/GL Asset 45,466,770
(3) Ground Lease & Amortization 19,147,259
(4) Actuarial Value of Excess Recoverables 13,321,263
(5) Capital Accumulation 4,629,893
(6) BSAS Inv in Shannon Health 120,000
(7) Misc A/R 67,630


Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 609,078,568
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  
Pension Liability 127,198,479
Worker's Comp Liability 52,657,333
HPL/GL Liability 45,694,215
Due to Affiliates 36,879,880
MOB Deferred Costs & Other 3,859,596
Capital Lease 2,703,996



Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 268,993,499
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: Schedule D, Part X, Line 2 requires that the organization provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under ASC 740. ASC 740 addresses the accounting for uncertainty in income taxes recognized in an entity's financial statements and prescribes a threshold of more-likely-than-not for recognition and derecognition of tax positions taken or expected to be taken in a tax return. The adoption of ASC 740 by BSHSI on September 1, 2007 did not have a material impact on BSHSI's consolidated financial statements. As the organization does not conduct a separate audit of its financial statements, below is the related statement from the Bon Secours Health System, Inc. consolidated audited financial statements: The System and most of its subsidiaries (including certain joint venture entities) are exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code of 1986, as amended. The system accounts for uncertain tax positions in accordance with ASC Topic 740. The System's taxable subsidiaries have approximately $84,748 and $61,513 of net operating loss carryforwards as of August 31, 2015 and 2014, respectively, which expire in varying periods through 2035 and are available to offset future taxable income. The System's deferred tax assets are fully reserved at August 31, 2015 and 2014 as the System considers it more likely than not that these amounts will not be recognized. Any changes to the valuation allowance on the deferred tax asset are reflected in the year of the change.
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
Bon Secours Health System Inc
 
Employer identification number

52-1301088
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants
and other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria
used to award the grants or assistance? ...........................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total expenditures
for and investments
in region
Central America & the Caribbean 0 1 Program services Off Shore Captive Management 16,084,365
Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium 0 3 Program Services Travel expenses relating to accounting systems upgrade - Sisters of Bon Secours in Ireland. 9,291
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 0 4 16,093,656
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 4 16,093,656
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
Bon Secours Health System Inc
 
Employer identification number
52-1301088
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) Maria Manor Nursing Care Center
10300 Fourth Street North
St Petersburg,FL33716 		65-0061820 501(C)(3) 15,800       Jordan Park Community Gardens
(2) Maria Manor Nursing Care Center
10300 Fourth Street North
St Petersburg,FL33716 		65-0061820 501(C)(3) 10,000       St. Petersburg Free Clinic
(3) Maria Manor Nursing Care Center
10300 Fourth Street North
St Petersburg,FL33716 		65-0061820 501(C)(3) 30,000       Fruit & Vegetable Prescription Pilot
(4) Maria Manor Nursing Care Center
10300 Fourth Street North
St Petersburg,FL33716 		65-0061820 501(C)(3) 25,000       Wrap Around Family Service Program
(5) Maria Manor Nursing Care Center
10300 Fourth Street North
St Petersburg,FL33716 		65-0061820 501(C)(3) 15,000       200 in 2015 Campaign
(6) Maria Manor Nursing Care Center
10300 Fourth Street North
St Petersburg,FL33716 		65-0061820 501(C)(3) 7,500       Fresh & Healthy
(7) Maria Manor Nursing Care Center
10300 Fourth Street North
St Petersburg,FL33716 		65-0061820 501(C)(3) 10,000       Connecting Community With Community Orchards
(8) Maria Manor Nursing Care Center
10300 Fourth Street North
St Petersburg,FL33716 		65-0061820 501(C)(3) 13,500       Anytown Grant
(9) Maria Manor Nursing Care Center
10300 Fourth Street North
St Petersburg,FL33716 		65-0061820 501(C)(3) 20,000       Employee Hardship Assistance
(10) Maria Manor Nursing Care Center
10300 Fourth Street North
St Petersburg,FL33716 		65-0061820 501(C)(3) 5,000       Working Families Initiative
(11) Bon Secours of Maryland Foundation
26 North Fulton Avenue
Baltimore,MD21223 		52-1732800 501(C)(3) 90,000       Bon Secours Re-Entry Success Program
(12) Bon Secours of Maryland Foundation
26 North Fulton Avenue
Baltimore,MD21223 		52-1732800 501(C)(3) 42,000       Aide for Baltimore Riot Relief
(13) Bon Secours of Maryland Foundation
26 North Fulton Avenue
Baltimore,MD21223 		52-1732800 501(C)(3) 102,000       Baltimore Early Childhood program- infant support
(14) Bon Secours of Maryland Foundation
26 North Fulton Avenue
Baltimore,MD21223 		52-1732800 501(C)(3) 550       Overcoming Lack of Transportation as a Barrier to Healthcare
(15) Bon Secours Kentucky Health System Foundation Inc
1000 Ashland Drive
Ashland,KY41101 		61-1381952 501(C)(3) 45,000       Ironton Community Project
(16) Bon Secours Kentucky Health System Foundation Inc
1000 Ashland Drive
Ashland,KY41101 		61-1381952 501(C)(3) 45,000       Charles and Betty Russell Hiking Trail Phase II
(17) Bon Secours Kentucky Health System Foundation Inc
1000 Ashland Drive
Ashland,KY41101 		61-1381952 501(C)(3) 43,000       Community Based Palliative Care Program
(18) Bon Secours Kentucky Health System Foundation Inc
1000 Ashland Drive
Ashland,KY41101 		61-1381952 501(C)(3) 80,000       Richmond Hope Therapy Center Expansion
(19) Bon Secours Richmond Healthcare Foundation
8580 Magellan Pkwy
Richmond,VA23227 		54-1744931 501(C)(3) 90,000       The Community Kitchen
(20) Bon Secours Richmond Healthcare Foundation
8580 Magellan Pkwy
Richmond,VA23227 		54-1744931 501(C)(3) 125,000       Employee Hardship (Crisis Fund) for RGH
(21) Bon Secours Richmond Healthcare Foundation
8580 Magellan Pkwy
Richmond,VA23227 		54-1744931 501(C)(3) 75,000       Health and Wellness Improvement Intiative
(22) Bon Secours Richmond Healthcare Foundation
8580 Magellan Pkwy
Richmond,VA23227 		54-1744931 501(C)(3) 37,000       Employee Cultural Assessment
(23) Bon Secours Hospital Baltimore
2000 West Baltimore Street
Baltimore,MD21223 		52-1909599 501(C)(3)   76,000 Book Value Medical Equipment Medical Equipment/Pyxis
(24) Bon Secours Hospital Baltimore
2000 West Baltimore Street
Baltimore,MD21223 		52-1909599 501(C)(3) 20,000       Employee Focus Group
(25) Bon Secours Hospital Baltimore
2000 West Baltimore Street
Baltimore,MD21223 		52-1909599 501(C)(3) 3,000       Live Near Your Work Program
(26) Bon Secours Hospital Baltimore
2000 West Baltimore Street
Baltimore,MD21223 		52-1909599 501(C)(3) 200,000       Growing the BSCHS Garden Ministry at Four Sites
(27) Good Samaritan Hospital Foundation for Better Health
255 Lafayette Ave
Suffern,NY10901 		13-3400353 501(C)(3) 90,000       General Support
(28) Bon Secours DePaul Foundation
3636 High St
Portsmouth,VA23707 		54-1820093 501(C)(3) 30,000       Bereavement Center
(29) Bon Secours DePaul Foundation
3636 High St
Portsmouth,VA23707 		54-1820093 501(C)(3) 60,000       East Ocean View Healthy Communities
(30) Bon Secours DePaul Foundation
3636 High St
Portsmouth,VA23707 		54-1820093 501(C)(3) 13,360       Passport to Health
(31) Mary Immaculate Hospital
2 Bernardine Drive
Newport News,VA23602 		54-0548200 501(C)(3) 85,022       Walking Trail and Landscape at Mary Immaculate
(32) Bon Secours - St Mary's Hospital of Richmond Inc
5801 Bremo Road
Richmond,VA23226 		54-0793767 501(C)(3) 343,000       Cash for Capital Lease Buyout/Olympus
(33) Bon Secours - St Mary's Hospital of Richmond Inc
5801 Bremo Road
Richmond,VA23226 		54-0793767 501(C)(3)   2,544,862 Book Value Medical Equipment Medical Equipment/Pyxis
(34) Bon Secours - St Mary's Hospital of Richmond Inc
5801 Bremo Road
Richmond,VA23226 		54-0793767 501(C)(3) 260,000       Cash for Capital Lease Buyout/Olympus
(35) Frances Schervier Home and Hospital
2975 Independence Ave
Bronx,NY10463 		13-1740397 501(C)(3) 89,600       Healthy Communities Bronx Mission Fund Grant
(36) Frances Schervier Home and Hospital
2975 Independence Ave
Bronx,NY10463 		13-1740397 501(C)(3) 40,000       Community Garden Project Manager
(37) Frances Schervier Home and Hospital
2975 Independence Ave
Bronx,NY10463 		13-1740397 501(C)(3) 47,200       Onsite Wellness and Fitness Center
(38) Frances Schervier Home and Hospital
2975 Independence Ave
Bronx,NY10463 		13-1740397 501(C)(3) 2,800       Employee Focus Group
(39) Frances Schervier Home and Hospital
2975 Independence Ave
Bronx,NY10463 		13-1740397 501(C)(3) 10,000       Employee Focus Group
(40) St Francis Hospital
One St Francis Drive
Greenville,SC29601 		58-2504530 501(C)(3) 135,000       Federally Qualified Health Clinic Look Alike
(41) St Francis Hospital
One St Francis Drive
Greenville,SC29601 		58-2504530 501(C)(3)   2,334,747 Book Value Medical Equipment Medical Equipment/Pyxis
(42) St Francis Hospital
One St Francis Drive
Greenville,SC29601 		58-2504530 501(C)(3) 75,000       Employee Hardship Assistance
(43) St Francis Hospital Inc
One St Francis Drive
Greenville,SC29601 		58-2504530 501(C)(3) 990,040       Cash for Capital Lease Buyout/Olympus
(44) Water Missions International
1150 Kinzler St Bld 1605
N Charleston,SC29405 		57-1116978 501(C)(3) 50,000       Ebola Donation
(45) Benedictine Sisters of Kaunas
602 20th Street
Belleville,KS669352101 		02-0495272 501(C)(3) 6,000       Donation Renovate Bathroom
(46) Archdiocese of Baltimore Annual GALA
320 Cathedral St 4th CL
Baltimore,MD21201 		52-0591535 501(C)(3) 5,000       Gala Sponsorship
(47) Sisters of Bon Secours USA Inc
1505 Marriottsville Road
Marriottsville,MD21104 		52-0715237 501(C)(3) 644,500       Peru Construction
(48) Sisters of Bon Secours USA Inc
1505 Marriottsville Road
Marriottsville,MD21104 		52-0715237 501(C)(3) 1,000       Our Lady of Mt Carmel High School Donation in Honor of Bishop Rozanski
(49) Sisters of Bon Secours USA Inc
1505 Marriottsville Road
Marriottsville,MD21104 		52-0715237 501(C)(3) 2,750       Jovan Hatian Donation
(50) Sisters of Bon Secours USA Inc
1505 Marriottsville Road
Marriottsville,MD21104 		52-0715237 501(C)(3) 127,159       FY15 Volunteer Ministry Program
(51) Bread for the World Institute
425 3rd Street SW
Washington,DC20024 		51-0175510 501(C)(3) 5,000       Support US Food and Farm Policy
(52) Catholic Medical Mission Board
1129 20th Street NW
Washington,DC20036 		13-5602319 501(C)(3) 399,000       Championing Work In Peru
(53) Catholic Medical Mission Board
1129 20th Street NW
Washington,DC20036 		13-5602319 501(C)(3) 12,500       CMMB Partnerships Event March 2015
(54) Catholic Medical Mission Board
1129 20th Street NW
Washington,DC20036 		13-5602319 501(C)(3) 175,000       Donations
(55) Catholic Relief Service
228 W Lexington Street
Baltimore,MD21201 		13-5563422 501(C)(3) 83,001       Haiti Project;Rebuilding of St.Francis de Sales Hospital&Hospital Network Strengthening
(56) Doctors Without Borders USA Inc
333 Seventh Ace 2nd Fl
New York,NY10001 		13-3433452 501(C)(3) 48,528       Ebola Donation
(57) Doctors Without Borders USA Inc
333 Seventh Ave 2nd Fl
New York,NY10001 		13-3433452 501(C)(3) 70,000       Napal Earthquake
(58) Doctors Without Borders USA Inc
333 Seventh Ave 2nd Fl
New York,NY10001 		13-3433452 501(C)(3) 25,067       Napal Earthquake Disaster
(59) Mercy Housing
1999 Broadway
Denver,CO80202 		47-0646706 501(C)(3) 100,000       Strategic Healthcare Partnership Pledge
(60) Midwives for Haiti
7130 Glen Forest Drive
Richmond,VA23226 		27-2368581 501(C)(3) 100,000       Midwives for Haiti Pledge
(61) Sisters Academy of Baltimore
139 First Avenue
Baltimore,MD21227 		34-1975939 501(C)(3) 25,000       Class Sponorship; annual pledge
(62) Crossover Ministries
8600 Quioccasin Rd Ste 102
Richmond,VA23229 		54-1371067 501(C)(3) 5,000       Crossover Healthcare Ministry Donation
(63) The Health Wagon Inc
119 Number Ten Street
Clinchco,VA24226 		04-3739083 501(C)(3) 25,000       Donation
(64) Immaculate Heart of Mary
610 West Elm Ave
Monroe,MI48162 		38-1359581 501(C)(3) 34,933       Nepal Earthquake Disaster
(65) Roper St Francis Foundation
2095 Hentry Tecklenburg dr
Charleston,SC29414 		57-1068509 501(C)(3) 5,000       2015 Spirt of Caring Golf Outing
(66) Roper St Francis Health System
315 Calhoun St
Charleston,SC29601 		57-1068509 501(C)(3) 40,000       Expanding Access to Breast Health Education and Screening
(67) Diversity Inc
163 Bayard Lane
Princeton,NJ08540 		54-2077792 501(C)(3) 15,000       General Support
(68) Bonnier DBA Mother Media
2 Park Avenue
New York,NY10016 		80-0256860 501(C)(3) 5,000       General Support
(69) Leadership Conference of Women Religious of the USA Inc
8808 Cameron St
Silver Spring,MD20910 		43-6033728 501(C)(3) 10,000       General Support
(70) Bon Secours Inc
1505 Marriottsville Road
Marriottsville,MD21104 		52-1301091 501(C)(3) 50,000       General Support
(71) Bon Secours DePaul Medical Center Inc
One St Francis Drive
Greenville,SC29601 		54-1820093 501(C)(3) 13,000       Cash for Capital Lease Buyout/Olympus
(72) Our Lady of Bellefonte
1000 St Christopher Dr
Ashland,KY41101 		61-1356023 501(C)(3) 306,048       Cash for Capital Lease Buyout/Olympus
(73) Our Lady of Bellefonte
1000 St Christopher Dr
Ashland,KY41101 		61-1356023 501(C)(3)   1,158,614 Book Value Medical Equipment Medical Equipment/Pyxis
(74) Our Lady of Bellefonte Hospital Auxiliary
1000 St Christopher Dr
Ashland,KY41101 		61-0488859 501(C)(3) 5,000       OLBH Auxiliary Golf Benefit
(75) Bon Secours - Memorial Regional Medical Center Inc
8580 Magellan Pkwy
Richmond,VA23227 		54-1744931 501(C)(3) 299,000       Cash for Capital Lease Buyout/Olympus
(76) Bon Secours - Memorial Regional Medical Center Inc
8580 Magellan Pkwy
Richmond,VA23227 		54-1744931 501(C)(3)   1,825,000 Book Value Medical Equipment Medical Equipment/Pyxis
(77) Bon Secours - Richmond Community Hospital Incorporated
1500 North 28th Street
Richmond,VA23223 		54-0647482 501(C)(3) 107,000       Cash for Capital Lease Buyout/Olympus
(78) Bon Secours - Richmond Community Hospital Incorporated
1500 North 28th Street
Richmond,VA23223 		54-0647482 501(C)(3)   607,141 Book Value Medical Equipment Medical Equipment/Pyxis
(79) Bon Secours - St Francis Medical Center Inc
1 Park West Circle
Midlothian,VA23114 		31-1716973 501(C)(3) 475,000       Cash for Capital Lease Buyout/Olympus
(80) Bon Secours - St Francis Medical Center Inc
1 Park West Circle
Midlothian,VA23114 		31-1716973 501(C)(3)   1,397,117 Book Value Medical Equipment Medical Equipment/Pyxis
(81) Good Samaritan Hospital of Suffern NY
255 Lafayette Ave
Suffern,NY10901 		13-1740104 501(C)(3) 76,000       Cash for Capital Lease Buyout/Olympus
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
81
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 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: Per Bon Secours Health System, Inc.'s system-wide financial and accounting policies, contributions are generally made as reimbursements for funds spent. In such cases, the donee/grantee organization must provide documentation to the filing organization before funds are approved for disbursement. In other cases, grantees submit progress reports on the anniversary date on which the grant was received. The evaluation report includes: 1) progress toward the deployment of the stated goals and objectives, 2) progress towards the achievement of desired outcome as demonstrated by Project Work Plan, 3) an accurate accounting of the revenue and expenses and the amount of the mission fund award expensed, and 4) a summary past, current and future funding sources and efforts to secure sustaining sources of funding. Description of the Bon Secours Health System Mission Fund: Bon Secours Health System, Inc. performs its philanthropic work through its mission department. This initiative, called the Bon Secours Health System Mission Fund ("Mission Fund"), was developed to promote the Catholic Health Ministry and the BSHSI Mission. This purpose is realized through the funding of initiatives that improve the health and well being of communities, particularly for disenfranchised and marginalized people, served by BSHSI Local Systems ("Local Systems"), Cosponsors and the Congregation of the Sisters of Bon Secours. The scope of its purpose and use of funds would be to: -promote healthy community coalition initiatives in conjunction with local system efforts, -develop local system and community excellence for a specific health condition and preventive need, and -improve access for uninsured populations and reduce health disparities among populations in the community. The Strategic Quality Plan of the health system calls for focused efforts to Build Healthier Communities. The health system understands "health" to include social and communal dimensions and has adopted the following articulation of a healthy community. The conditions of communities and individuals served by BSHSI reflect the interaction of significant factors and complex behaviors at the individual, communal, and societal level. It is not likely that interventions by any one organization will result in substantial improvement or benefit to the community. Rather, increased participation by stakeholders and greater cooperation among entities with appropriate skills and resources is necessary for systemic change and improved outcomes. Mission Fund grants place emphasis on increased collaboration among community based members (Healthy Community Initiative), public health officials and other providers of services. The Mission Fund anticipates that most endeavors that seek to bring meaningful improvement require time and commitment. Consequently, local system grant recipients may expect continuity of support (several years) to establish and track outcomes. At the same time, grant applicants need to cultivate and achieve a wide array of financial resources necessary to sustain promising projects and service programs.
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
Bon Secours Health System Inc
 
Employer identification number

52-1301088
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
 
No
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
 
No
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
 
No
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
1Richard StatutoPresident/CEO (i)
(ii)		 1,149,495
...............................
0 		422,742
...............................
0 		399,043
...............................
0 		497,443
...............................
0 		30,480
...............................
0 		2,499,203
...............................
0 		226,534
...............................
0
2Janice BurnettTreasurer/CFO (i)
(ii)		 494,045
...............................
0 		154,275
...............................
0 		56,335
...............................
0 		107,690
...............................
0 		19,348
...............................
0 		831,693
...............................
0 		23,971
...............................
0
3Martha RivaSecretary/SVP Governance (i)
(ii)		 327,426
...............................
0 		106,341
...............................
0 		111,019
...............................
0 		51,427
...............................
0 		30,524
...............................
0 		626,737
...............................
0 		61,584
...............................
0
4Timothy DavisEVP, CHRAO (i)
(ii)		 617,514
...............................
0 		191,208
...............................
0 		210,957
...............................
0 		132,084
...............................
0 		19,599
...............................
0 		1,171,362
...............................
0 		135,985
...............................
0
5Marlon Priest MDEVP, CMO (i)
(ii)		 678,544
...............................
0 		223,596
...............................
0 		457,054
...............................
0 		15,600
...............................
0 		21,544
...............................
0 		1,396,338
...............................
0 		243,440
...............................
0
6Laishy Williams-CarlsonSVP, CIO (i)
(ii)		 274,777
...............................
0 		90,628
...............................
0 		58,581
...............................
0 		15,600
...............................
0 		20,796
...............................
0 		460,382
...............................
0 		0
...............................
0
7Peter BernardEVP, CEO - BSV (i)
(ii)		 789,743
...............................
0 		326,469
...............................
0 		373,341
...............................
0 		174,403
...............................
0 		30,762
...............................
0 		1,694,718
...............................
0 		186,126
...............................
0
8Michael KernerCEO - HRHS (i)
(ii)		 527,082
...............................
0 		221,442
...............................
0 		209,787
...............................
0 		101,956
...............................
0 		29,969
...............................
0 		1,090,236
...............................
0 		125,798
...............................
0
9Mark NantzEVP, CEO - MKT LDR GRNVL (i)
(ii)		 619,520
...............................
0 		178,094
...............................
0 		100,965
...............................
0 		94,520
...............................
0 		22,840
...............................
0 		1,015,939
...............................
0 		46,250
...............................
0
10Matthew ToddyEVP, Legal Affairs (i)
(ii)		 553,802
...............................
0 		172,028
...............................
0 		159,690
...............................
0 		90,326
...............................
0 		23,148
...............................
0 		998,994
...............................
0 		83,961
...............................
0
11Samuel Ross MDEVP, CEO - BHS (i)
(ii)		 559,362
...............................
0 		191,202
...............................
0 		82,214
...............................
0 		68,261
...............................
0 		19,203
...............................
0 		920,242
...............................
0 		21,657
...............................
0
12Lawrence HubbardFormer SVP/CIO (i)
(ii)		 387,377
...............................
0 		123,245
...............................
0 		136,749
...............................
0 		15,600
...............................
0 		21,153
...............................
0 		684,124
...............................
0 		0
...............................
0
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
Part I, Line 1a Board members, Committee Members and Members of the Executive Management Team received gift cards in the amount of $400. Those members who were also paid employees of the filing organization (10 individuals) received tax gross-ups to offset the tax impact of this gift. The organization paid a tax gross-up to a single executive in connection with an expense reimbursement that was reported as additional taxable compensation.
Part I, Line 4b The filing organization participates in a BSHSI sponsored executive retirement program that allows for deposits into additional retirement plans available to officers and certain key employees. The 457F plan is a non-qualified plan and is subject to a minimum three-year service requirement before vesting on deposits made into this plan. Individuals that received a distribution include: Richard Statuto, $343,506; Janice Burnett, $31,461; Martha Riva, $67,623; Timothy Davis, $181,617; Peter Bernard, $241,741; Michael Kerner, $164,862; Mark Nantz, $57,876; Matthew Toddy, $115,243; Samuel Ross, MD, $34,046; Marlon Priest, MD, $311,118.
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
Bon Secours Health System Inc
 
Employer identification number
52-1301088
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 South Carolina Jobs-Economic Development Authority
  		57-6000286 837031QH9 01-15-2008 69,925,000 Construct and equip facility   X   X   X
B Economic Development Authority of Henrico County Virginia
  		54-1197472 42605PBV6 10-19-2010 80,412,256 Refund bonds issued 01-15-08 (2008B Henrico)   X   X   X
C Economic Development Authority of the County of Chesterfield
  		52-1279622 16639EAY0 10-19-2010 93,627,897 Refund bonds issued 01-15-08 (2008C Ches.)   X   X   X
D South Carolina Jobs-Economic Development Authority
  		57-0960018 837031RA3 10-17-2008 30,365,000 Refund bonds issued 12-30-02 (2002B SC)   X   X   X
Economic Development Authority of Hanover County
  		54-1228097 41077RAC6 10-17-2008 124,715,000 Refund bonds*   X   X   X
South Carolina Jobs-Economic Development Authority
  		57-0960018 837031SL8 01-11-2013 200,846,700 Construct/Equip facility and refund bonds*   X   X   X
Economic Dev Auth of the City of Norfolk
  		52-1375010 65588QAM7 01-11-2013 21,635,500 Construct/Equip facility and refund bonds*   X   X   X
Economic Development Authority of Henrico County Virginia
  		54-1197472 42605PDJ1 01-11-2013 62,929,133 Construct/Equip facility and refund bonds*   X   X   X
City of Russell Kentucky
  		782563AY6 01-11-2013 42,941,199 Construct/Equip facility and refund bonds*   X   X   X
Economic Development Authority of Henrico County Virginia
  		54-1197472 NoCUSIPno 07-11-2013 26,505,000 Refund bonds issued 10-17-08 (2008D Henrico)   X   X   X
Virginia Small Business Financing Authority
  		54-1300845 NoCUSIPno 07-11-2013 40,740,000 Refund bonds issued 10-19-10 (2010 VSBFA)   X   X   X
Economic Development Authority of the City of Norfolk
  		52-1375010 NoCUSIPno 10-31-2014 58,260,000 Refund bonds issued 12-08-11 (2011 Norfolk)   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 9,795,000 8,790,000   9,795,000
2 Amount of bonds legally defeased . . . . . . . . . . .        
3 Total proceeds of issue . . . . . . . . . . . . . . 69,973,023 80,412,256 93,627,897 30,365,000
4 Gross proceeds in reserve funds . . . . . . . . . . . .        
5 Capitalized interest from proceeds . . . . . . . . . . .        
6 Proceeds in refunding escrows . . . . . . . . . . . .        
7 Issuance costs from proceeds . . . . . . . . . . . . 729,108   967,897 255,675
8 Credit enhancement from proceeds . . . . . . . . . . . 1,694,518     7,500
9 Working capital expenditures from proceeds . . . . . . . . .        
10 Capital expenditures from proceeds . . . . . . . . . . . 67,549,397 8,266,938 11,767,093 20,730,675
11 Other spent proceeds . . . . . . . . . . . . . . 80,412,256 80,412,256 92,660,000 30,101,825
12 Other unspent proceeds . . . . . . . . . . . . . .        
13 Year of substantial completion . . . . . . . . . . . . 2008 2013 2013 2013
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . .   X X   X   X  
15 Were the bonds issued as part of an advance refunding issue? . . . . .   X   X   X   X
16 Has the final allocation of proceeds been made? . . . . . . . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X   X   X    
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . . X   X     X    
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 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      
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X      
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . . X   X   X      
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? X   X   X      
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0.520 % 0.010 % 0 %  
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet 0 % 0 % 0 %  
6 Total of lines 4 and 5 . . . . . . . . . . . . . 0.520 % 0.010 % 0 %  
7 Does the bond issue meet the private security or payment test? . . . . .   X   X   X    
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .   X   X   X    
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of.        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? . . . . . . . 		X   X   X      
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, 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 . . . . . . . . . PNC Bank
Capital Services 		 
  		 
  		Capital Services
Capital Services
c Term of hedge . . . . . . . . . . 33.000000000000     11.000000000000
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
Part I, Column (f): 2008D Hanover Bonds - D1 refund bonds issued on 12-30-02 (2002B Econ. Dev. Auth. Hanover Co, VA) and D2 refund bonds issued on 9-28-05 (2005 Econ. Dev. Auth. Hanover Co, VA). 2013 South Carolina Bonds - construct & equip facility and refund bonds issued on 11-15-02 (2002A South Carolina JEDA). 2013 Norfolk Bonds - construct & equip facility and refund bonds issued on 08-01-97 (1997 Peninsula Ports Auth. of VA). 2013 Henrico Bonds - construct & equip facility and refund bonds issued on 11-15-02 (2002A Econ. Dev. Auth. of Henrico Co., VA). 2013 Russell Bonds - construct & equip facility and refund bonds issued on 11-15-02 (2002A City of Russell, KY).
Part II, Line 3: The difference in Issue Price listed in Part I, section E is different from Total Proceeds of Issue listed in Part II, row 3 for Column A - 2008A South Carolina bonds because of investment earnings on the Project Fund.
Part III: Part III has not been completed with respect to bonds that refinance projects where the original debt was issued prior to 2003.
Part IV, Line 2c: Issuer Name: South Carolina Jobs-Economic Development Authority Date the Rebate Computation was Performed: 04/08/2013. Issuer Name: Economic Development Authority of Henrico County, Virginia Date the Rebate Computation was Performed: 04/08/2013. Issuer Name: Economic Development Authority of the County of Chesterfield Date the Rebate Computation was Performed: 04/08/2013. Issuer Name: South Carolina Jobs-Economic Development Authority Date the Rebate Computation was Performed: 06/17/2014. Issuer Name: Economic Development Authority of Hanover County, Virginia Date the Rebate Computation was Performed: 06/17/2014.
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
Bon Secours Health System Inc
 
Employer identification number
52-1301088
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 South Carolina Jobs-Economic Development Authority
  		57-6000286 837031QH9 01-15-2008 69,925,000 Construct and equip facility   X   X   X
B Economic Development Authority of Henrico County Virginia
  		54-1197472 42605PBV6 10-19-2010 80,412,256 Refund bonds issued 01-15-08 (2008B Henrico)   X   X   X
C Economic Development Authority of the County of Chesterfield
  		52-1279622 16639EAY0 10-19-2010 93,627,897 Refund bonds issued 01-15-08 (2008C Ches.)   X   X   X
D South Carolina Jobs-Economic Development Authority
  		57-0960018 837031RA3 10-17-2008 30,365,000 Refund bonds issued 12-30-02 (2002B SC)   X   X   X
Economic Development Authority of Hanover County
  		54-1228097 41077RAC6 10-17-2008 124,715,000 Refund bonds*   X   X   X
South Carolina Jobs-Economic Development Authority
  		57-0960018 837031SL8 01-11-2013 200,846,700 Construct/Equip facility and refund bonds*   X   X   X
Economic Dev Auth of the City of Norfolk
  		52-1375010 65588QAM7 01-11-2013 21,635,500 Construct/Equip facility and refund bonds*   X   X   X
Economic Development Authority of Henrico County Virginia
  		54-1197472 42605PDJ1 01-11-2013 62,929,133 Construct/Equip facility and refund bonds*   X   X   X
City of Russell Kentucky
  		782563AY6 01-11-2013 42,941,199 Construct/Equip facility and refund bonds*   X   X   X
Economic Development Authority of Henrico County Virginia
  		54-1197472 NoCUSIPno 07-11-2013 26,505,000 Refund bonds issued 10-17-08 (2008D Henrico)   X   X   X
Virginia Small Business Financing Authority
  		54-1300845 NoCUSIPno 07-11-2013 40,740,000 Refund bonds issued 10-19-10 (2010 VSBFA)   X   X   X
Economic Development Authority of the City of Norfolk
  		52-1375010 NoCUSIPno 10-31-2014 58,260,000 Refund bonds issued 12-08-11 (2011 Norfolk)   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 9,795,000 8,790,000   9,795,000
2 Amount of bonds legally defeased . . . . . . . . . . .        
3 Total proceeds of issue . . . . . . . . . . . . . . 69,973,023 80,412,256 93,627,897 30,365,000
4 Gross proceeds in reserve funds . . . . . . . . . . . .        
5 Capitalized interest from proceeds . . . . . . . . . . .        
6 Proceeds in refunding escrows . . . . . . . . . . . .        
7 Issuance costs from proceeds . . . . . . . . . . . . 729,108   967,897 255,675
8 Credit enhancement from proceeds . . . . . . . . . . . 1,694,518     7,500
9 Working capital expenditures from proceeds . . . . . . . . .        
10 Capital expenditures from proceeds . . . . . . . . . . . 67,549,397 8,266,938 11,767,093 20,730,675
11 Other spent proceeds . . . . . . . . . . . . . . 80,412,256 80,412,256 92,660,000 30,101,825
12 Other unspent proceeds . . . . . . . . . . . . . .        
13 Year of substantial completion . . . . . . . . . . . . 2008 2013 2013 2013
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . .   X X   X   X  
15 Were the bonds issued as part of an advance refunding issue? . . . . .   X   X   X   X
16 Has the final allocation of proceeds been made? . . . . . . . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X   X   X    
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . . X   X     X    
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 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      
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X      
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . . X   X   X      
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? X   X   X      
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0.520 % 0.010 % 0 %  
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet 0 % 0 % 0 %  
6 Total of lines 4 and 5 . . . . . . . . . . . . . 0.520 % 0.010 % 0 %  
7 Does the bond issue meet the private security or payment test? . . . . .   X   X   X    
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .   X   X   X    
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of.        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? . . . . . . . 		X   X   X      
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, 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 . . . . . . . . . PNC Bank
Capital Services 		 
  		 
  		Capital Services
Capital Services
c Term of hedge . . . . . . . . . . 33.000000000000     11.000000000000
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
Part I, Column (f): 2008D Hanover Bonds - D1 refund bonds issued on 12-30-02 (2002B Econ. Dev. Auth. Hanover Co, VA) and D2 refund bonds issued on 9-28-05 (2005 Econ. Dev. Auth. Hanover Co, VA). 2013 South Carolina Bonds - construct & equip facility and refund bonds issued on 11-15-02 (2002A South Carolina JEDA). 2013 Norfolk Bonds - construct & equip facility and refund bonds issued on 08-01-97 (1997 Peninsula Ports Auth. of VA). 2013 Henrico Bonds - construct & equip facility and refund bonds issued on 11-15-02 (2002A Econ. Dev. Auth. of Henrico Co., VA). 2013 Russell Bonds - construct & equip facility and refund bonds issued on 11-15-02 (2002A City of Russell, KY).
Part II, Line 3: The difference in Issue Price listed in Part I, section E is different from Total Proceeds of Issue listed in Part II, row 3 for Column A - 2008A South Carolina bonds because of investment earnings on the Project Fund.
Part III: Part III has not been completed with respect to bonds that refinance projects where the original debt was issued prior to 2003.
Part IV, Line 2c: Issuer Name: South Carolina Jobs-Economic Development Authority Date the Rebate Computation was Performed: 04/08/2013. Issuer Name: Economic Development Authority of Henrico County, Virginia Date the Rebate Computation was Performed: 04/08/2013. Issuer Name: Economic Development Authority of the County of Chesterfield Date the Rebate Computation was Performed: 04/08/2013. Issuer Name: South Carolina Jobs-Economic Development Authority Date the Rebate Computation was Performed: 06/17/2014. Issuer Name: Economic Development Authority of Hanover County, Virginia Date the Rebate Computation was Performed: 06/17/2014.
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
Bon Secours Health System Inc
 
Employer identification number
52-1301088
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 South Carolina Jobs-Economic Development Authority
  		57-6000286 837031QH9 01-15-2008 69,925,000 Construct and equip facility   X   X   X
B Economic Development Authority of Henrico County Virginia
  		54-1197472 42605PBV6 10-19-2010 80,412,256 Refund bonds issued 01-15-08 (2008B Henrico)   X   X   X
C Economic Development Authority of the County of Chesterfield
  		52-1279622 16639EAY0 10-19-2010 93,627,897 Refund bonds issued 01-15-08 (2008C Ches.)   X   X   X
D South Carolina Jobs-Economic Development Authority
  		57-0960018 837031RA3 10-17-2008 30,365,000 Refund bonds issued 12-30-02 (2002B SC)   X   X   X
Economic Development Authority of Hanover County
  		54-1228097 41077RAC6 10-17-2008 124,715,000 Refund bonds*   X   X   X
South Carolina Jobs-Economic Development Authority
  		57-0960018 837031SL8 01-11-2013 200,846,700 Construct/Equip facility and refund bonds*   X   X   X
Economic Dev Auth of the City of Norfolk
  		52-1375010 65588QAM7 01-11-2013 21,635,500 Construct/Equip facility and refund bonds*   X   X   X
Economic Development Authority of Henrico County Virginia
  		54-1197472 42605PDJ1 01-11-2013 62,929,133 Construct/Equip facility and refund bonds*   X   X   X
City of Russell Kentucky
  		782563AY6 01-11-2013 42,941,199 Construct/Equip facility and refund bonds*   X   X   X
Economic Development Authority of Henrico County Virginia
  		54-1197472 NoCUSIPno 07-11-2013 26,505,000 Refund bonds issued 10-17-08 (2008D Henrico)   X   X   X
Virginia Small Business Financing Authority
  		54-1300845 NoCUSIPno 07-11-2013 40,740,000 Refund bonds issued 10-19-10 (2010 VSBFA)   X   X   X
Economic Development Authority of the City of Norfolk
  		52-1375010 NoCUSIPno 10-31-2014 58,260,000 Refund bonds issued 12-08-11 (2011 Norfolk)   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 9,795,000 8,790,000   9,795,000
2 Amount of bonds legally defeased . . . . . . . . . . .        
3 Total proceeds of issue . . . . . . . . . . . . . . 69,973,023 80,412,256 93,627,897 30,365,000
4 Gross proceeds in reserve funds . . . . . . . . . . . .        
5 Capitalized interest from proceeds . . . . . . . . . . .        
6 Proceeds in refunding escrows . . . . . . . . . . . .        
7 Issuance costs from proceeds . . . . . . . . . . . . 729,108   967,897 255,675
8 Credit enhancement from proceeds . . . . . . . . . . . 1,694,518     7,500
9 Working capital expenditures from proceeds . . . . . . . . .        
10 Capital expenditures from proceeds . . . . . . . . . . . 67,549,397 8,266,938 11,767,093 20,730,675
11 Other spent proceeds . . . . . . . . . . . . . . 80,412,256 80,412,256 92,660,000 30,101,825
12 Other unspent proceeds . . . . . . . . . . . . . .        
13 Year of substantial completion . . . . . . . . . . . . 2008 2013 2013 2013
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . .   X X   X   X  
15 Were the bonds issued as part of an advance refunding issue? . . . . .   X   X   X   X
16 Has the final allocation of proceeds been made? . . . . . . . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X   X   X    
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . . X   X     X    
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 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      
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X      
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . . X   X   X      
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? X   X   X      
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0.520 % 0.010 % 0 %  
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet 0 % 0 % 0 %  
6 Total of lines 4 and 5 . . . . . . . . . . . . . 0.520 % 0.010 % 0 %  
7 Does the bond issue meet the private security or payment test? . . . . .   X   X   X    
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .   X   X   X    
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of.        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? . . . . . . . 		X   X   X      
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, 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 . . . . . . . . . PNC Bank
Capital Services 		 
  		 
  		Capital Services
Capital Services
c Term of hedge . . . . . . . . . . 33.000000000000     11.000000000000
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
Part I, Column (f): 2008D Hanover Bonds - D1 refund bonds issued on 12-30-02 (2002B Econ. Dev. Auth. Hanover Co, VA) and D2 refund bonds issued on 9-28-05 (2005 Econ. Dev. Auth. Hanover Co, VA). 2013 South Carolina Bonds - construct & equip facility and refund bonds issued on 11-15-02 (2002A South Carolina JEDA). 2013 Norfolk Bonds - construct & equip facility and refund bonds issued on 08-01-97 (1997 Peninsula Ports Auth. of VA). 2013 Henrico Bonds - construct & equip facility and refund bonds issued on 11-15-02 (2002A Econ. Dev. Auth. of Henrico Co., VA). 2013 Russell Bonds - construct & equip facility and refund bonds issued on 11-15-02 (2002A City of Russell, KY).
Part II, Line 3: The difference in Issue Price listed in Part I, section E is different from Total Proceeds of Issue listed in Part II, row 3 for Column A - 2008A South Carolina bonds because of investment earnings on the Project Fund.
Part III: Part III has not been completed with respect to bonds that refinance projects where the original debt was issued prior to 2003.
Part IV, Line 2c: Issuer Name: South Carolina Jobs-Economic Development Authority Date the Rebate Computation was Performed: 04/08/2013. Issuer Name: Economic Development Authority of Henrico County, Virginia Date the Rebate Computation was Performed: 04/08/2013. Issuer Name: Economic Development Authority of the County of Chesterfield Date the Rebate Computation was Performed: 04/08/2013. Issuer Name: South Carolina Jobs-Economic Development Authority Date the Rebate Computation was Performed: 06/17/2014. Issuer Name: Economic Development Authority of Hanover County, Virginia Date the Rebate Computation was Performed: 06/17/2014.
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
Bon Secours Health System Inc
 
Employer identification number

52-1301088
Return Reference Explanation
Form 990, Part VI, Section A, line 6 Bon Secours, Inc. is the sole member of Bon Secours Health System, Inc.
Form 990, Part VI, Section A, line 7a The governing body of Bon Secours Health System, Inc. is appointed by its member Bon Secours, Inc.
Form 990, Part VI, Section A, line 7b Certain authorities of Bon Secours Health System, Inc. are reserved to its Member, Bon Secours, Inc.
Form 990, Part VI, Section B, line 11 The process the organization uses to review the Form 990 consists of a review by the organization's Audit and Compliance Committee and providing the form to the Board of Directors to allow for a thorough review by both prior to the filing date. The organization's Audit and Compliance Committee and Board of Directors have reviewed the Form 990, scheduled time on meeting agendas, and asked questions regarding the Form 990 before the return was filed.
Form 990, Part VI, Section B, line 12c The organization regularly and consistently monitors compliance with the conflict of interest policy. On an annual basis, all persons subject to the policy, including all officers, directors and key employees are required to make certain disclosures. These include disclosures related to certain personal, financial and organizational relationships that may present a conflict, or the appearance of a conflict of interest with the organization. All disclosures go through a three-part review process: (1) disclosures are reviewed first by the corporate responsibility officer (CRO); (2) a governance team comprised of the CEO, board president, board chair, CRO, and the BSHSI CRO participate in a second review of all disclosures during which recommendations are made as to the resolution of any conflicts or potential conflicts. Depending on the facts and circumstances, resolutions may include ongoing disclosure, recusal or removal of the conflict; and (3) all disclosures and recommendations are reviewed by a board committee (audit and compliance committee reviews the disclosures of management and the governance committee reviews the disclosures of the board and board committee members).
Form 990, Part VI, Section B, line 15 The compensation committee of the board of Bon Secours Health System, Inc. (BSHSI) engages in a comprehensive process for the oversight and management of remuneration for executive employees and disqualified parties of the BSHSI. The compensation committee consists of a group of independent board members and engages an independent external compensation consultant to ensure they receive appropriate analysis of market and follow the practices necessary to obtain full compliance with the IRS' rebuttable presumption of reasonableness. The committee establishes and maintains a compensation philosophy; reviews pay practices against local, regional and national healthcare organizations and approves all remunerative decisions for this group of individuals. The committee reviews and receives assurances that all levels of pay within the organization are reasonable based on performance and validates incentives are met. These decisions are documented in the BSHSI board of directors and compensation committee minutes. Form 990, Part VI, Section B, Line 15b - Compensation Process Other Officers/ Key Employees: For those key employees and highest paid employees that are not reviewed by the BSHSI compensation committee, the process included a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision. In the review, the other officers or key employees of the organization were compared to other hospitals' employees in the area that hold the same title. During the review and approval of the compensation, documentation of the decision was recorded in human resources.
Form 990, Part VI, Section C, line 19 BSHSI provides any documents open to public inspection upon request.
Form 990, Part VII, Additional Disclosure: Board Member positions are generally voluntary in nature. Compensated employees of the filing organization and other related organizations who also hold board positions are compensated only in relation to their employment and do not receive additional compensation for their board responsibilities. As the parent organization of nine local systems, Bon Secours Health System, Inc.'s officers, directors, key employees and highly compensated employees have duties and responsibilities which encompass the activities of many of the related organizations within those local systems. Part VII, Section B: Five Highest Paid Independent Contractors Providing Services: Independent contractors and vendors paid/invoiced to Bon Secours Health System, Inc. are generally for services covering a majority of the related organizations, if not all.
Form 990, Part XI, line 9: Transfers To/From Affiliates 22,755,881. Add'l Minimum Pension Liability -30,375,294. Changes in Minority Interest JVs 3,283,876. Health and Wellness Reported in Prior Years 508,322. Establishment of Minority Interest in Charity & Other Changes in Net Assets 52,063,864. Subpart F Income Reported on 990 - Book/Tax Difference -239,478.
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
Bon Secours Health System Inc
 
Employer identification number

52-1301088
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) Bon Secours Associates Services LLC
1505 Marriottsville Road
Marriottsville,MD21104
52-2321591 		Healthcare MD 0 3,020,557 Bon Secours Health System Inc
 
(2) Townley IV Farm LLC
1402 Stapleton Road
Gladstone,VA245533138
54-1833386 		Farm VA -80,544 6,437,910 Bon Secours Health System Inc
 
(3) Bon Secours Good Helpcare LLC
1505 Marriottsville Road
Marriottsville,MD21104
46-0889532 		Accountable Care Organization MD 125,000 4,527,391 Bon Secours Health System Inc
 
(4) Bon Secours Richmond LLC
8580 Magellan Parkway
Richmond,VA23227
54-1570244 		Richmond Health System Parent Org VA 7,539 7,357,989 Bon Secours Health System Inc
 
(5) Shannon HealthMOB
3 Richland Medical Park Suite 120
Columbia,SC29203
57-1127828 		Rental Activity SC 929,614 24,361,247 Bon Secours Health System Inc
 


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) Bon Secours New York Health System
2975 Independence Avenue

Bronx,NY10463
91-2135196 		Local System Parent Org. NY 501(c)(3) Line 11a, I Bon Secours Health System Inc
 
Yes
 
(2) Bon Secours Charity Health System Inc
255 Lafayette Avenue

Suffern,NY10901
91-2135195 		Local System Parent Org. NY 501(c)(3) Line 11a, I Bon Secours Health System Inc
 
Yes
 
(3) Bon Secours Kentucky Health System Inc
St Christopher Dr

Ashland,KY41101
61-1356024 		Local System Parent Org. KY 501(c)(3) Line 11c, III-FI Bon Secours Health System Inc
 
Yes
 
(4) Bon Secours Baltimore Health Corporation (dba Bon Secours Baltimore Health
2000 West Baltimore Street

Baltimore,MD21223
80-0728893 		Local System Parent Org. MD 501(c)(3) Line 11c, III-FI Bon Secours Health System Inc
 
Yes
 
(5) Bon Secours St Francis Health System Inc
1 St Francis Drive

Greenville,SC29601
58-2504528 		Local System Parent Org. SC 501(c)(3) Line 11c, III-FI Bon Secours Health System Inc
 
Yes
 
(6) Bon Secours Hampton Roads Health System
7007 Harbour View Blvd

Portsmouth,VA23435
52-1538513 		Local System Parent Org. VA 501(c)(3) Line 11c, III-FI Bon Secours Health System Inc
 
Yes
 
(7) Bon Secours Baltimore Health System Foundation Inc
26 North Fulton Avenue

Baltimore,MD21223
38-3843816 		Grant Making Foundation MD 501(c)(3) Line 11c, III-FI Bon Secours Baltimore Health System
 
Yes
 
(8) The Bon Secours of Maryland Foundation Inc (dba Bon Secours Community Work
26 North Fulton Avenue

Baltimore,MD21223
52-1732800 		Grant Making Foundation MD 501(c)(3) Line 11c, III-FI Bon Secours Baltimore Health System
 
Yes
 
(9) Mary Immaculate Foundation
7007 Harbour View Blvd

Suffolk,VA23435
31-1644734 		Fundraising VA 501(c)(3) Line 11c, III-FI Mary Immaculate Hospital
 
Yes
 
(10) Bon Secours DePaul Health Foundation
7007 Harbour View Blvd

Suffolk,VA23435
54-1843876 		Fundraising VA 501(c)(3) Line 7 Bon Secours DePaul Medical Center
 
Yes
 
(11) Bon Secours Maryview Foundation
7007 Harbour View Blvd

Suffolk,VA23435
52-1694731 		Fundraising VA 501(c)(3) Line 7 Bon Secours Hampton Roads Health System
 
Yes
 
(12) Our Lady of Bellefonte Hospital Inc
1000 St Christopher Dr

Ashland,KY41101
61-1356023 		Acute Care Hospital KY 501(c)(3) Line 3 Bon Secours Kentucky Health System
 
Yes
 
(13) Bon Secours Baltimore Hospital
2000 West Baltimore Street

Baltimore,MD21223
52-1909599 		Health Care MD 501(c)(3) Line 3 Bon Secours Baltimore Health System
 
Yes
 
(14) Frances Schervier Home and Hospital
2975 Independence Avenue

Bronx,NY10463
13-1740397 		Long term nursing care NY 501(c)(3) Line 9 Bon Secours NY Health System
 
Yes
 
(15) Bon Secours Community Hospital
160 E Main Street

Port Jervis,NY12771
14-1347717 		Health Care NY 501(c)(3) Line 3 Bon Secours Charity Health System
 
Yes
 
(16) Good Samaritan Hospital of Suffern NY
255 Lafayette Avenue

Suffern,NY10901
13-1740104 		Acute Care Hospital NY 501(c)(3) Line 3 Bon Secours Charity Health System
 
Yes
 
(17) St Anthony Community Hospital
15-19 Maple Ave

Warwick,NY10990
14-1340100 		Hospital NY 501(c)(3) Line 3 Bon Secours Charity Health System
 
Yes
 
(18) St Francis Hospital Inc
One St Francis Drive

Greenville,SC29601
58-2504530 		Health Care SC 501(c)(3) Line 3 Bon Secours St Francis Health System Inc
 
Yes
 
(19) Mary Immaculate Hospital Inc
7007 Harbour View Blvd

Suffolk,VA23435
54-0548200 		Health Care VA 501(c)(3) Line 3 Bon Secours Health System Inc
 
Yes
 
(20) Bon Secours DePaul Medical Center Inc
7007 Harbour View Blvd

Suffolk,VA23435
54-1820093 		Health Care VA 501(c)(3) Line 3 Bon Secours Hampton Roads Health System
 
Yes
 
(21) Maryview Hospital
7007 Harbour View Blvd

Portsmouth,VA23707
54-0506463 		Health Care VA 501(c)(3) Line 3 Bon Secours Hampton Roads Health System
 
Yes
 
(22) Bon Secours Memorial Regional Medical Center Inc
8580 Magellan Parkway

Richmond,VA23227
54-1744931 		Health Care VA 501(c)(3) Line 3 Bon Secours Richmond Health System
 
Yes
 
(23) Bon Secours St Mary's Hospital
8580 Magellan Parkway

Richmond,VA23227
54-0793767 		Health Care VA 501(c)(3) Line 3 Bon Secours Richmond Health System
 
Yes
 
(24) Bon Secours Richmond Community Hospital
8580 Magellan Parkway

Richmond,VA23227
54-0647482 		Health Care VA 501(c)(3) Line 3 Bon Secours Richmond Health System
 
Yes
 
(25) Bon Secours St Francis Medical Center
8580 Magellan Parkway

Richmond,VA23227
31-1716973 		Health Care VA 501(c)(3) Line 3 Bon Secours Richmond Health System
 
Yes
 
(26) Our Lady of Bellefonte Hospital Foundation
St Christopher Dr

Ashland,KY41101
61-1381952 		Grant Making Foundation KY 501(c)(3) Line 7 Bon Secours Kentucky Health System
 
Yes
 
(27) Bon Secours Baltimore Development
26 North Fulton Avenue

Baltimore,MD21223
76-0785344 		Community Housing MD 501(c)(3) Line 7 Unity Properties Inc
 
Yes
 
(28) Unity Properties Inc
26 North Fulton Avenue

Baltimore,MD21223
52-1857768 		Low Income Housing MD 501(c)(3) Line 7 Bon Secours of Maryland Foundation
 
Yes
 
(29) Bon Secours Community Hospital Foundation
160 E Main Street

Port Jervis,NY12771
81-0667395 		Grant Making Foundation NY 501(c)(3) Line 7 Bon Secours Community Hospital
 
Yes
 
(30) Good Samaritan Foundation for Better Health Inc
255 Lafayette Avenue

Suffern,NY10901
13-3400353 		Grant Making Foundation NY 501(c)(3) Line 7 Bon Secours Charity Health System
 
Yes
 
(31) The Bon Secours Warwick Health Foundation
20 Grand Street

Warwick,NY10990
14-1972807 		Grant Making Foundation NY 501(c)(3) Line 7 St Anthony Community Hospital
 
Yes
 
(32) Bon Secours St Francis Health System Foundation
One St Francis Drive

Greenville,SC29601
26-0012031 		Grant Making Foundation SC 501(c)(3) Line 7 St Francis Hospital Inc
 
Yes
 
(33) Bon Secours Richmond Health Care Foundation
8580 Magellan Parkway

Richmond,VA23227
54-1201346 		Grant Making Foundation VA 501(c)(3) Line 7 Bon Secours Richmond Health Corp
 
Yes
 
(34) Bon Secours St Petersburg Home Care Services Inc
10300 Fourth Street North

St Petersburg,FL33716
13-4334363 		Home Care Services FL 501(c)(3) Line 9 Maria Manor Nursing Care Center
 
Yes
 
(35) Bon Secours Maria Manor Nursing Care Center
10300 Fourth Street North

St Petersburg,FL33716
13-4334363 		Nursing Home FL 501(c)(3) Line 9 Bon Secours Health System Inc
 
Yes
 
(36) Bellefonte Physician Services Inc
St Christopher Dr

Ashland,KY41101
35-2320780 		Physician Practices KY 501(c)(3) Line 9 Bon Secours Kentucky Health System
 
Yes
 
(37) Bon Secours Housing
26 North Fulton Avenue

Baltimore,MD21223
52-1442707 		Low Income Housing MD 501(c)(3) Line 9 Bon Secours of Maryland Foundation
 
Yes
 
(38) Bon Secours Housing II
26 North Fulton Avenue

Baltimore,MD21223
52-1543174 		Low Income Housing MD 501(c)(3) Line 9 Bon Secours of Maryland Foundation
 
Yes
 
(39) Schervier Housing Development Fund Corporation
2975 Independence Avenue

Bronx,NY10463
13-3098867 		Housing NY 501(c)(3) Line 9 Bon Secours NY Health System
 
Yes
 
(40) St Francis Center at the Knolls Inc(dba Mount Alverno Center)
20 Grand Street

Warwick,NY10990
06-1370576 		Long term Care NY 501(c)(3) Line 9 Bon Secours Charity Health System
 
Yes
 
(41) Villa Francis at the Knolls (dba Schervier Pavilion)
20 Grand Street

Warwick,NY10990
06-1381994 		Skilled Nursing NY 501(c)(3) Line 9 Bon Secours Charity Health System
 
Yes
 
(42) Bon Secours Charity Health System Medical Group PC
255 Lafayette Avenue

Suffern,NY10901
22-3636986 		Physician Practices NY 501(c)(3) Line 9 Bon Secours Charity Health System
 
Yes
 
(43) St Francis Physician Services Inc
One St Francis Drive

Greenville,SC29601
13-4290167 		Physician Services SC 501(c)(3) Line 9 St Francis Health System Inc
 
Yes
 
(44) Mary Immaculate Nursing Center Inc
7007 Harbour View Blvd

Suffolk,VA23435
54-1516476 		Nursing Care Center VA 501(c)(3) Line 9 Mary Immaculate Hospital
 
Yes
 
(45) Bon Secours - Maryview Nursing Care Center
7007 Harbour View Blvd

Suffolk,VA23435
52-1578169 		Nursing Care Center VA 501(c)(3) Line 9 Bon Secours Hampton Roads Health System
 
Yes
 
(46) Bayley Properties
7007 Harbour View Blvd

Suffolk,VA23435
54-1424748 		Title Holding Company VA 501(c)(2)   Bon Secours DePaul Medical Center
 
Yes
 
(47) Laburnum Properties
8580 Magellan Parkway

Richmond,VA23227
52-1260700 		Title Holding Company VA 501(c)(2)   Bon Secours Richmond Health System
 
Yes
 
(48) Bon Secours Health System Foundation Inc
8990 Old Annapolis Road

Columbia,MD21045
47-4765376 		Fundraising MD 501(c)(3) Line 7 Bon Secours Health System Inc
 
Yes
 
(49) Rappahanock General Hospital Foundation
101 Harris Road

Kilmarnock,VA22482
54-1210450 		Supporting Organization VA 501(c)(3) Line 7 Bon Secours Richmond Health System
 
Yes
 
(50) Chesapeake Medical Group
101 Harris Road

Kilmarnock,VA22482
54-1857174 		Healthcare Services VA 501(c)(3) Line 9 Bon Secours Richmond Health System
 
Yes
 
(51) Chesapeake Hospital Corporation
101 Harris Road

Kilmarnock,VA22482
23-7424835 		Health Care VA 501(c)(3) Line 3 Bon Secours Richmond Health System
 
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) Bon Secours Place at St Petersburg LLP

10300 Fourth Street North
St Petersburg,FL33716
59-3589729 		Assisted Living/Senior Care FL N/A
                  
(2) Bon Secours Apartments LP

1800 West Baltimore St
Baltimore,MD21223
52-1952505 		Low Income Housing MD N/A
                  
(3) Bon Secours Apartments II LP

1800 West Baltimore St
Baltimore,MD21223
52-2063512 		Low Income Housing MD N/A
                  
(4) Liberty Senior Housing LP

1800 West Baltimore St
Baltimore,MD21223
52-2134447 		Low Income Housing MD N/A
                  
(5) Bon Secours Apartments III LP

1800 West Baltimore St
Baltimore,MD21223
52-2134444 		Low Income Housing MD N/A
                  
(6) Bon Secours Smallwood Summit LP

26 North Fulton Ave
Baltimore,MD21223
52-2280175 		Low Income Housing MD N/A
                  
(7) Bon Secours Chesapeake Apartments LP

26 North Fulton Ave
Baltimore,MD21223
20-0107034 		Low Income Housing MD N/A
                  
(8) Bon Secours Shiloh LP

26 North Fulton Ave
Baltimore,MD21223
20-3965243 		Low Income Housing MD N/A
                  
(9) Bon Secours Wayland LP

26 North Fulton Ave
Baltimore,MD21223
27-0468688 		Low Income Housing MD N/A
                  
(10) Bon Secours Gibbons Apartments LP

26 North Fulton Ave
Baltimore,MD21223
47-2322323 		Low Income Housing MD N/A
                  
(11) Upstate Surgery Center LLC

One St Francis Drive
Greenville,SC29601
56-2186977 		Ambulatory Surgery Center SC N/A
                  
(12) Province Place of DePaul LLC

6403 Granby Street
Norfolk,VA23505
54-1950880 		Assisted Living Facilities VA N/A
                  
(13) Province Place of Maryview LLC

One Bon Secours Way
Portsmouth,VA23703
54-1842697 		Assisted Living VA N/A
                  
(14) Broad64 Imaging LLC

8580 Magellan Parkway
Richmond,VA23227
20-5886018 		Imaging Services VA N/A
                  
(15) Richmond Radiation Oncology Center I LLC

8580 Magellan Parkway
Richmond,VA23227
20-8444551 		Radiation Oncology Services VA N/A
                  
(16) RI LP

8580 Magellan Parkway
Richmond,VA23227
54-1708835 		Imaging Services VA N/A
                  
(17) Bon Secours Benet House LP

26 North Fulton Ave
Baltimore,MD21223
36-4765400 		Low Income Housing MD N/A
                  
(18) Bon Secours Benet House LLC

26 North Fulton Ave
Baltimore,MD21223
46-3055312 		Low Income Housing MD N/A
                  
(19)  

 
 
    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) Bon Secours Assurance Company Ltd

PO Box 69
    KY1-1102
CJ
98-0152147 		Offshore Captive Management CJ Bon Secours Health System Inc
  		C 16,084,365 112,239,090 100.000 %   No
(2) Bon Secours-Florida Integrated Health Services Inc

10300 Fourth Street North
St Petersburg,FL33716
65-0779777 		Holding Company/Assisted Living FL Bon Secours Maria Manor Nursing Care
  		C 181,030 1,873,600 100.000 %   No
(3) Unity Housing Inc

26 North Fulton Avenue
Baltimore,MD21223
52-1952507 		Low Income Housing MD Unity Properties Inc
  		C -103 350,100 100.000 %   No
(4) Bon Secours Wayland LLC

26 North Fulton Avenue
Baltimore,MD21223
27-0468561 		Low Income Housing MD Unity Properties Inc
  		C -64   100.000 %   No
(5) Professional Health Care Management Inc & Subs

150 Kingsley Lane
Norfolk,VA23505
54-1241031 		Administrative VA Bon Secours Hampton Roads Health System Inc
  		C 341,127 7,456,115 100.000 %   No
(6) OSF Inc

2 Bernadine Drive
Newport News,VA23602
54-1369919 		Rental VA Mary Immaculate Hospital Inc
  		C 78,082 1,128,615 100.000 %   No
(7) Bon Secours Tidewater Diversified Inc

160 Kingsley Lane
Norfolk,VA23505
54-1431826 		Pharmacy VA Bon Secours DePaul Medical Center Inc
  		C 234,504 2,312,842 100.000 %   No
(8) Chesterfield Community Healthcare Center Inc

8580 Magellan Parkway
Richmond,VA23227
54-1812738 		Ambulatory Healthcare Services VA Bon Secours Richmond Health System Inc
  		C 4,255 256,001 83.000 %   No
(9) Bon Secours-Virginia Healthsource Inc & Subs

8580 Magellan Parkway
Richmond,VA23227
54-1417686 		Ambulatory Healthcare Services VA Bon Secours Richmond Health System Inc
  		C 29,376,061 31,358,906 83.000 %   No
(10) RHS Management Corp

8580 Magellan Parkway
Richmond,VA23227
54-1313425 		Independent Living Facility VA Bon Secours Richmond Health System Inc
  		C 536,384 59,330 83.000 %   No
(11) Schervier Apartments LLC

2975 Independence Avenue
Bronx,NY10463
47-1364217 		Low Income Housing NY Bon Secours New York Health System
  		C     100.000 %   No
(12) Bon Secours New York Housing Development Corporation

2975 Independence Avenue
Bronx,NY10463
47-2224316 		Low Income Housing NY Bon Secours New York Health System
  		C     100.000 %   No
(13) Richmond MRI Inc

8580 Magellan Parkway
Richmond,VA23227
54-1568452 		Medical Services VA Bon Secours Richmond Health System Inc
  		C 1,004,386 267,677 83.000 %   No
(14) Good Help Connections

8990 Old Annapolis Road
Columbia,MD21045
47-2345223 		IT Consulting MD Bon Secours Health System Inc
  		C 1,741,105 991,492 100.000 %   No
Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
Yes
 
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
No
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) Bon Secours DePaul Medical Center Inc

 B 13,000 Cost
(2) Bon Secours Maria Manor Nursing Care Center Inc

 B 151,800 Cost
(3) Bon Secours Memorial Regional Medical Center Inc

 B 2,124,000 Cost
(4) Bon Secours Richmond Community Hospital Incorporated

 B 714,141 Cost
(5) Bon Secours St Marys Hospital of Richmond Inc

 B 3,147,862 Cost
(6) Bon Secours Hospital Baltimore Inc

 B 299,000 Cost
(7) Bon Secours Kentucky Health System Foundation Inc

 B 213,000 Cost
(8) Bon Secours Richmond Health Care Foundation

 B 327,000 Cost
(9) Bon Secours DePaul Health Foundation

 B 103,360 Cost
(10) Mary Immaculate Hospital Incorporated

 B 85,022 Cost
(11) Bon Secours of Maryland Foundation Inc

 B 234,550 Cost
(12) Frances Schervier Home and Hospital

 B 189,600 Cost
(13) Good Samaritan Foundation For Better Health Inc

 B 90,000 Cost
(14) Good Samaritan Hospital of Suffern NY

 B 76,000 Cost
(15) Our Lady of Bellefonte Hospital Inc

 B 1,464,662 Cost
(16) St Francis Hospital Inc

 B 3,534,787 Cost
(17) St Francis Medical Center - Richmond

 B 1,872,117 Cost
(18) Bellefonte Physician Services Inc

 D 14,515,201 Cost
(19) Bon Secours DePaul Health Foundation

 D 54,361 Cost
(20) Bon Secours DePaul Medical Center Inc

 D 18,437,976 Cost
(21) Bon Secours Maryview Foundation

 D 923,779 Cost
(22) Bon Secours St Marys Hospital of Richmond Inc

 D 2,295,580 Cost
(23) Bon Secours Ambulatory Services LLC

 D 218,858 Cost
(24) Bon Secours Baltimore Health System Foundation Inc

 D 514,842 Cost
(25) Bon Secours of Maryland Foundation Inc

 D 539,900 Cost
(26) Bon Secours Richmond Health System Inc

 D 5,713,664 Cost
(27) Bon Secours Virginia Healthsource

 D 10,812,338 Cost
(28) Chesapeake Hospital Corporation

 D 6,484,424 Cost
(29) Chesapeake Medical Group

 D 1,899,012 Cost
(30) Frances Schervier Home and Hospital

 D 5,121,353 Cost
(31) Laburnum Properties Inc

 D 333,405 Cost
(32) RHS Management

 D 215,493 Cost
(33) Schervier Apartments LLC

 D 279,996 Cost
(34) St Francis Physician Services

 D 46,075,243 Cost
(35) St Francis Upstate Surgery Center

 D 805,430 Cost
(36) Unity Properties Inc

 D 278,598 Cost
(37) Bon Secours Place at St Pete

 D 326,488 Cost
(38) Providence Place of Maryview

 D 266,600 Cost
(39) Providence Place of Depaul

 D 376,802 Cost
(40) Maryview Hospital

 J 3,323,211 Fair Market Value
(41) Bellefonte Physician Services Inc

 L 388,182 Cost
(42) Bon Secours DePaul Medical Center Inc

 L 2,529,521 Cost
(43) Bon Secours Maria Manor Nursing Care Center Inc

 L 385,622 Cost
(44) Bon Secours Memorial Regional Medical Center Inc

 L 250,706 Cost
(45) Bon Secours St Francis Medical Center Inc

 L 183,767 Cost
(46) Bon Secours St Marys Hospital of Richmond Inc

 L 44,883,546 Cost
(47) Bon Secours Community Hospital

 L 2,445,859 Cost
(48) Bon Secours Hospital Baltimore Inc

 L 5,550,072 Cost
(49) St Francis Center at the Knolls Inc dba Mt Alverno Center

 L 256,089 Cost
(50) Good Samaritan Hospital of Suffern NY

 L 7,104,006 Cost
(51) Bon Secours Virginia Healthsource

 L 125,920 Cost
(52) Frances Schervier Home and Hospital

 L 728,432 Cost
(53) Maryview Hospital

 L 23,160,882 Cost
(54) Mary Immaculate Hospital Incorporated

 L 2,101,625 Cost
(55) Our Lady of Bellefonte Hospital Inc

 L 6,639,243 Cost
(56) Bon Secours Richmond Community Hospital Incorporated

 L 5,708 Cost
(57) St Francis Physician Services

 L 695,794 Cost
(58) St Anthony Community Hospital Warwick New York

 L 1,530,280 Cost
(59) St Francis Hospital Inc

 L 15,024,926 Cost
(60) Professional Health Care Management Services Inc

 Q 62,086 Cost
(61) RHS Management

 Q 96,402 Cost
(62) Chesapeake Medical Group

 Q 105,833 Cost
(63) Bon Secours St Petersburg Home Care Services

 Q 152,254 Cost
(64) St Mary's MRI Inc

 Q 154,478 Cost
(65) Broad 64 Imaging LLC

 Q 155,264 Cost
(66) Upstate Surgery Center

 Q 166,326 Cost
(67) Bon Secours Baltimore Health System Foundation Inc

 Q 190,127 Cost
(68) Richmond Radiation Oncology Center I LLC

 Q 201,402 Cost
(69) RI LP

 Q 259,617 Cost
(70) St Francis Center at the Knolls Inc dba Mt Alverno Center

 Q 444,813 Cost
(71) Providence Place of Maryview

 Q 585,072 Cost
(72) Bon Secours Place at St Pete

 Q 411,981 Cost
(73) Providence Place of Depaul

 Q 744,998 Cost
(74) Mary Immaculate Nursing Center Inc

 Q 808,845 Cost
(75) Bon Secours Maryview Nursing Care Center

 Q 1,053,853 Cost
(76) Villa Frances at the Knolls Inc dba Schervier Pavilion

 Q 1,588,707 Cost
(77) Frances Schervier Home and Hospital

 Q 3,097,047 Cost
(78) Bon Secour Richmond Health Service Inc

 Q 1,813,889 Cost
(79) Bon Secours Maria Manor Nursing Care Center Inc

 Q 3,277,727 Cost
(80) St Anthony Community Hospital Warwick New York

 Q 3,590,291 Cost
(81) Bon Secours Charity Health System Medical Group PC

 Q 3,612,266 Cost
(82) Bellefonte Physician Services Inc

 Q 3,649,548 Cost
(83) Bon Secours Richmond Community Hospital Incorporated

 Q 4,295,180 Cost
(84) Bon Secours Community Hospital

 Q 4,662,181 Cost
(85) Bon Secours Virginia Healthsource

 Q 6,016,908 Cost
(86) Bon Secours Hospital Baltimore Inc

 Q 11,064,642 Cost
(87) Mary Immaculate Hospital Incorporated

 Q 11,589,195 Cost
(88) St Francis Physician Services

 Q 12,788,455 Cost
(89) Bon Secours DePaul Medical Center

 Q 14,840,475 Cost
(90) Our Lady of Bellefonte Hospital Inc

 Q 19,169,140 Cost
(91) Bon Secours St Francis Medical Center Inc

 Q 25,751,573 Cost
(92) Bon Secours Maryview Hospital

 Q 33,163,571 Cost
(93) Good Samaritan Hospital of Suffern NY

 Q 29,379,430 Cost
(94) Bon Secours Memorial Regional Medical Center Inc

 Q 31,328,243 Cost
(95) St Francis Hospital Inc

 Q 58,345,838 Cost
(96) Bon Secours St Marys Hospital of Richmond Inc

 Q 73,684,650 Cost
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, Part VII, Additional Disclosure: The following five organizations were supported organizations of the filing organizations from the beginning of the taxable year through May 19, 2015 when WMC Health Network Rockland, Inc., acquired a membership interest in Bon Secours Charity Health System, a nonprofit corporation which is the parent that controls the selection of directors of these organizations: Good Samaritan Hospital of Suffern, Bon Secours Community Hospital, St. Anthony Community Hospital, Villa Frances at the Knolls, St. Francis Center at the Knolls, Bon Secours Community Hospital Foundation, Bon Secours Charity Health System Medical Group, P.C., Good Samaritan Hospital for Better Health, Inc., and the Bon Secours Warwick Health Foundation.
Schedule R (Form 990) 2014
Additional Data


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