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 07-01-2014 , and ending 06-30-2015
BCheck if applicable:
CName of organization
ST JUDE CHILDREN'S RESEARCH HOSPITAL INC
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
262 DANNY THOMAS PLACE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MEMPHIS, TN381053678
D Employer identification number

62-0646012
E Telephone number

G Gross receipts $ 795,772,079
F Name and address of principal officer:
JAMES R DOWNING
262 DANNY THOMAS PLACE
MEMPHIS,TN381053678
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.STJUDE.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 MediumBullet  
K Form of organization:
 
L Year of formation: 1959
M State of legal domicile: TN
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: ST. JUDE CHILDREN'S RESEARCH HOSPITAL IS A RESEARCH, TREATMENT AND EDUCATION CENTER. THE MISSION OF ST. JUDE CHILDREN'S RESEARCH HOSPITAL IS TO ADVANCE CURES, AND MEANS OF PREVENTION, FOR PEDIATRIC CATASTROPHIC DISEASES THROUGH RESEARCH AND TREATMENT. CONSISTENT WITH THE VISION OF OUR FOUNDER, DANNY THOMAS, NO CHILD IS DENIED TREATMENT BASED ON RACE, RELIGION OR A FAMILY'S ABILITY TO PAY.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 46
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 42
5 Total number of individuals employed in calendar year 2014 (Part V, line 2a) ...... 5 4,411
6 Total number of volunteers (estimate if necessary) ............. 6 2,792
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 611,432,510 674,808,276
9 Program service revenue (Part VIII, line 2g) ......... 97,421,430 105,576,630
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... -1,220,243 -528,233
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 33,097,275 14,958,853
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 740,730,972 794,815,526
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 1,326,841 4,441,777
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) 374,130,447 395,123,545
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).... 307,818,741 354,119,545
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 683,276,029 753,684,867
19 Revenue less expenses. Subtract line 18 from line 12....... 57,454,943 41,130,659
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 3,880,303,145 4,080,012,224
21 Total liabilities (Part X, line 26)............. 320,485,796 324,768,253
22 Net assets or fund balances. Subtract line 21 from line 20..... 3,559,817,349 3,755,243,971
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: ST. JUDE CHILDREN'S RESEARCH HOSPITAL IS A RESEARCH, TREATMENT AND EDUCATION CENTER. THE MISSION OF ST. JUDE CHILDREN'S RESEARCH HOSPITAL IS TO ADVANCE CURES, AND MEANS OF PREVENTION, FOR PEDIATRIC CATASTROPHIC DISEASES THROUGH RESEARCH AND TREATMENT. CONSISTENT WITH THE VISION OF OUR FOUNDER DANNY THOMAS, NO CHILD IS DENIED TREATMENT BASED ON RACE, RELIGION OR A FAMILY'S ABILITY TO PAY.
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 $ 367,779,303 including grants of $ 4,408,827 ) (Revenue $ 105,576,630 )
PATIENT CARE: THE HOSPITAL PROVIDED 17,623 INPATIENT DAYS OF CARE DURING THE YEAR. OUR BONE MARROW TRANSPLANTATION PROGRAM ACCOUNTED FOR 4,478 OR 25% OF THOSE INPATIENT DAYS. PATIENTS MADE 73,821 CLINIC VISITS DURING THE YEAR.
4b (Code:   ) (Expenses $ 339,670,870 including grants of $ 32,950 ) (Revenue $   )
RESEARCH: THE CURRENT BASIC SCIENCE AND CLINICAL RESEARCH AT THE HOSPITAL INCLUDES WORK IN GENE THERAPY, CHEMOTHERAPY, THE BIOCHEMISTRY OF NORMAL AND CANCEROUS CELLS, RADIATION TREATMENT, BLOOD DISEASES, RESISTANCE TO THERAPY, VIRUSES, HEREDITARY DISEASES, INFLUENZA, PEDIATRIC AIDS AND PHYSIOLOGICAL EFFECTS OF CATASTROPHIC ILLNESSES. THE HOSPITAL AWARDS NO GRANTS TO OUTSIDE AGENCIES.
4c (Code:   ) (Expenses $ 7,650,773 including grants of $   ) (Revenue $   )
EDUCATION TRAINING AND COMMUNITY SERVICES: AS PART OF ITS EDUCATIONAL MISSION, THE HOSPITAL PROVIDES AN INTERNATIONAL OUTREACH PROGRAM. THE MISSION OF THE INTERNATIONAL OUTREACH PROGRAM (IOP) IS TO IMPROVE THE SURVIVAL RATES OF CHILDREN WITH CANCER AND OTHER CATASTROPHIC DISEASES WORLDWIDE. THE IOP ACCOMPLISHES THIS BY SHARING KNOWLEDGE, TECHNOLOGY AND ORGANIZATIONAL SKILLS, IMPLEMENTING NEW APPROACHES TO TREAT PEDIATRIC CANCER GLOBALLY, AND GENERATING INTERNATIONAL NETWORKS COMMITTED TO ERADICATING CANCER IN CHILDREN. THESE INITIATIVES ARE SPEARHEADED BY ST. JUDE EXPERTS WHO WORK CLOSELY WITH HEALTHCARE PROFESSIONALS AT OUR PARTNER SITES.
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet715,100,946
Form 990 (2014)
Form 990 (2014)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part III
Click to see attachment............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment
...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and 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.... Click to see attachment
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see attachment
20b
Yes
 
Form 990 (2014)
Form 990 (2014)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
 
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 attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?
......................
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I.... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I................... Click to see attachment
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II................ Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV .......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV
..................... Click to see attachment
28b
Yes
 
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment
28c
 
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
 
No
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2014)
Form 990 (2014)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
1,049
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
4,411
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for 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
 
 
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
 
 
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
0
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
 
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
 
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
46
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
42
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
Yes
 
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
Yes
 
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
Yes
 
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
Yes
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
TN
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:
MediumBulletSHARON HENDRIX

262 DANNY THOMAS PLACE
MEMPHIS,TN381053678 (901) 595-3903
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) JOYCE ABOUSSIE........................................................................
VOTING DIRECTOR
4.00
.......................4.00
X           0 0 0
(2) SALEM ABRAHAM........................................................................
VOTING DIRECTOR
4.00
.......................4.00
X           0 0 0
(3) SUSAN MACK AGUILLARD MD........................................................................
VOTING DIRECTOR
4.00
.......................4.00
X           0 0 0
(4) MAHIR AWDEH MD........................................................................
VOTING DIRECTOR
4.00
.......................4.00
X           0 0 0
(5) JOSEPH S AYOUB JR ESQ........................................................................
VOTING DIRECTOR
4.00
.......................4.00
X           0 0 0
(6) PAUL J AYOUB ESQ........................................................................
VOTING DIRECTOR
4.00
.......................8.00
X           0 0 0
(7) FREDERICK M AZAR MD........................................................................
VOTING DIRECTOR
4.00
.......................4.00
X           0 0 0
(8) JAMES B BARKATE........................................................................
VOTING DIRECTOR
4.00
.......................8.00
X           0 0 0
(9) JOSE BARRA........................................................................
VOTING DIRECTOR
4.00
.......................4.00
X           0 0 0
(10) MARTHA PERINE BEARD........................................................................
VOTING DIRECTOR
8.00
.......................4.00
X           0 0 0
(11) SHERYL BOURISK........................................................................
VOTING DIRECTOR
4.00
.......................4.00
X           0 0 0
(12) ROBERT A BREIT MD........................................................................
VOTING DIRECTOR
4.00
.......................4.00
X           0 0 0
(13) TERRY BURMAN........................................................................
VOTING DIRECTOR
8.00
.......................4.00
X           0 0 0
(14) ANN M DANNER........................................................................
VOTING DIRECTOR
4.00
.......................4.00
X           0 0 0
(15) FRED P GATTAS JR........................................................................
VOTING DIRECTOR
4.00
.......................4.00
X           0 0 0
(16) FRED P GATTAS III PHARMD........................................................................
VOTING DIRECTOR
4.00
.......................4.00
X           0 0 0
(17) RUTH GAVIRIA........................................................................
VOTING DIRECTOR
4.00
.......................4.00
X           0 0 0
Form 990 (2014)
Form 990 (2014)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) CHRISTOPHER GEORGE MD........................................................................
VOTING DIRECTOR
4.00
.......................4.00
X           0 0 0
(19) JUDY HABIB........................................................................
VOTING DIRECTOR
4.00
.......................4.00
X           0 0 0
(20) GABRIEL GABY HADDAD MD........................................................................
VOTING DIRECTOR
4.00
.......................4.00
X           0 0 0
(21) PAUL K HAJAR........................................................................
VOTING DIRECTOR
4.00
.......................4.00
X           0 0 0
(22) CHUCK HAJJAR........................................................................
VOTING DIRECTOR
4.00
.......................4.00
X           0 0 0
(23) FOUAD HAJJAR MD........................................................................
VOTING DIRECTOR
4.00
.......................4.00
X           0 0 0
(24) FRED R HARRIS........................................................................
VOTING DIRECTOR
4.00
.......................4.00
X           0 0 0
(25) BRUCE B HOPKINS........................................................................
VOTING DIRECTOR
4.00
.......................4.00
X           0 0 0
(26) MICHAEL D MCCOY........................................................................
VOTING DIRECTOR
4.00
.......................4.00
X           0 0 0
(27) ROBERT T MOLINET ESQ........................................................................
VOTING DIRECTOR
4.00
.......................4.00
X           0 0 0
(28) DWAYNE M MURRAY ESQ........................................................................
VOTING DIRECTOR
4.00
.......................4.00
X           0 0 0
(29) JIM NAIFEH JR........................................................................
VOTING DIRECTOR
4.00
.......................4.00
X           0 0 0
(30) RAMZI NUWAYHID........................................................................
VOTING DIRECTOR
4.00
.......................4.00
X           0 0 0
(31) THOMAS PENN III........................................................................
VOTING DIRECTOR
4.00
.......................4.00
X           0 0 0
(32) CAMILLE F SARROUF SR ESQ........................................................................
VOTING DIRECTOR
4.00
.......................4.00
X           0 0 0
(33) CAMILLE F SARROUF JR ESQ........................................................................
VOTING DIRECTOR
8.00
.......................4.00
X           0 0 0
(34) JOSEPH C SHAKER........................................................................
VOTING DIRECTOR
4.00
.......................4.00
X           0 0 0
(35) JOSEPH G SHAKER........................................................................
VOTING DIRECTOR
4.00
.......................4.00
X           0 0 0
(36) GEORGE A SIMON II........................................................................
VOTING DIRECTOR
4.00
.......................4.00
X           0 0 0
(37) MICHAEL SIMON........................................................................
VOTING DIRECTOR
4.00
.......................4.00
X           0 0 0
(38) PAUL J SIMON........................................................................
VOTING DIRECTOR
4.00
.......................4.00
X           0 0 0
(39) TERRE THOMAS........................................................................
VOTING DIRECTOR
4.00
.......................4.00
X           0 0 0
(40) TONY THOMAS........................................................................
VOTING DIRECTOR
4.00
.......................4.00
X           0 0 0
(41) RICHARD M UNES........................................................................
VOTING DIRECTOR
4.00
.......................8.00
X           0 0 0
(42) PAUL H WEIN ESQ........................................................................
VOTING DIRECTOR
4.00
.......................4.00
X           0 0 0
(43) TOM WERTZ........................................................................
VOTING DIRECTOR
4.00
.......................4.00
X           0 0 0
(44) TAMA ZAYDON........................................................................
VOTING DIRECTOR
4.00
.......................4.00
X           0 0 0
(45) RICHARD SHADYAC JR........................................................................
EX-OFFICIO DIRECTOR
1.00
.......................55.00
X           0 646,921 115,281
(46) JAMES R DOWNING........................................................................
PRESIDENT AND CEO (7/15/14-6/30/15)
55.00
.......................1.00
X   X       921,312 0 120,905
(47) WILLIAM E EVANS........................................................................
PRESIDENT AND CEO (7/1/14-7/14/14)
55.00
.......................1.00
X   X       975,035 0 36,605
(48) LARRY KUN........................................................................
EVP/CLINICAL DIRECTOR
55.00
.......................0.00
    X       837,862 0 48,405
(49) RICHARD GILBERTSON........................................................................
EVP/DIRECTOR CANCER CENTER
55.00
.......................0.00
    X       666,278 0 175,357
(50) MARY ANNA QUINN........................................................................
EVP/CHIEF ADMIN OFFICER
55.00
.......................0.00
    X       296,132 0 62,831
(51) MICHAEL C CANARIOS........................................................................
SVP/CHIEF FINANCIAL OFFICER
55.00
.......................0.00
    X       407,359 0 89,354
(52) DORALINA ANGHELESCU........................................................................
FACULTY
55.00
.......................0.00
        X   660,137 0 63,947
(53) ANDREW DAVIDOFF........................................................................
CHAIR/FACULTY
55.00
.......................0.00
        X   663,788 0 107,456
(54) WING-HANG LEUNG........................................................................
FACULTY
55.00
.......................0.00
        X   617,440 0 60,589
(55) CHING-HON PUI........................................................................
CHAIR/FACULTY
55.00
.......................0.00
        X   643,355 0 38,542
(56) JOSEPH P TAYLOR........................................................................
CHAIR/FACULTY
55.00
.......................0.00
        X   623,337 0 83,945
(57) JOSEPH H LAVER........................................................................
FORMER EVP/CLINICAL DIRECT
0.00
.......................0.00
          X 171,000 0 0
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 7,483,035 646,921 1,003,217
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet601
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
FLINTCO LLC

2179 HILLSHIRE CIRCLE
MEMPHIS,TN38133
GENERAL CONTRACTOR 26,488,083
BELZ CONSTRUCTION SERVICES

100 PEABODY PLACE SUITE 1400
MEMPHIS,TN38103
GENERAL CONTRACTOR 7,624,462
METHODIST HEALTHCARE MEMPHIS

1265 UNION AVE
MEMPHIS,TN38104
MEDICAL SERVICES 7,128,569
CERNER CORPORATION

2800 ROCKCREEK PARKWAY
KANSAS CITY,MO64117
CONSULTING SERVICES 5,751,166
UNIVERSITY OF TENNESSEE HEALTH SCIENCE C

62 SOUTH DUNLAP STE 300
MEMPHIS,TN38163
MEDICAL SERVICES 5,538,036
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet208
Form 990 (2014)
Form 990 (2014)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d 589,461,640
e Government grants (contributions)1e 73,972,657
f All other contributions, gifts, grants, and
similar amounts not included above
1f
11,373,979
g Noncash contributions included in lines
1a-1f:$
 
h Total. Add lines 1a-1f.......MediumBullet 674,808,276
 Program Service RevenueAmt Business Code
2a PATIENT CARE 621110 105,576,630 105,576,630    
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 105,576,630
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 11,453     11,453
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet        
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 373,979 42,888
b Less: cost or other basis and sales expenses 316,158 640,395
c Gain or (loss) 57,821 -597,507
d Net gain or (loss)..........MediumBullet -539,686     -539,686
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 PATENTS/LICENSING INCO 900099 7,568,375     7,568,375
b CAFETERIA/VENDING 722212 3,534,638 3,534,638    
c CHGME/CHCA 900099 1,454,365 1,454,365    
d All other revenue .... 2,401,475 2,401,475    
e Total. Add lines 11a–11d ...... MediumBullet 14,958,853
12 Total revenue. See Instructions......MediumBullet 794,815,526 112,967,108 0 7,040,142
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 .... 4,441,777 4,441,777
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 .... 4,795,277 2,764,993 2,030,284  
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 .... 308,386,194 287,987,756 20,398,438  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 19,052,017 17,791,807 1,260,210  
9 Other employee benefits ....... 41,761,118 38,998,797 2,762,321  
10 Payroll taxes ........... 21,128,939 19,731,349 1,397,590  
11 Fees for services (non-employees):        
a Management ...... 22,719,543 21,385,164 1,334,379  
b Legal ......... 1,826,991 1,719,687 107,304  
c Accounting ........... 239,669 225,593 14,076  
d Lobbying ........... 25,058 25,058    
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) .... 70,974,261 62,885,616 8,088,645  
12 Advertising and promotion .... 1,241,112 1,168,218 72,894  
13 Office expenses ....... 2,883,888 2,836,022 47,866  
14 Information technology ...... 14,553,266 13,698,514 854,752  
15 Royalties ..        
16 Occupancy ........... 26,624,273 23,527,870 3,096,403  
17 Travel ............ 10,269,430 9,668,119 601,311  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 1,680,671 1,272,431 408,240  
20 Interest ........... 6,189,110 6,182,216 6,894  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 68,533,666 65,266,273 3,267,393  
23 Insurance .............. 1,457,237 983,512 473,725  
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 PHAMACEUTICAL SUPPLIES 47,611,887 46,821,646 790,241 0
b LABORATORY SUPPLIES 37,645,066 37,020,250 624,816 0
c TELEPHONE 1,745,272 1,519,959 225,313 0
d ALLOCATION ADJUSTMENTS 0 13,601,441 -13,601,441 0
e All other expenses 37,899,145 33,576,878 4,322,267  
25 Total functional expenses. Add lines 1 through 24e 753,684,867 715,100,946 38,583,921 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 ............. 18,460 1 672,963
2 Savings and temporary cash investments ......... 10,445,000 2 10,576,750
3 Pledges and grants receivable, net ........... 5,247,477 3 16,106,541
4 Accounts receivable, net ............. 15,892,018 4 16,785,015
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use .............. 5,315,567 8 6,915,766
9 Prepaid expenses and deferred charges .......... 8,746,958 9 15,183,552
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,259,732,527
b Less: accumulated depreciation ..... 10b 701,347,832 532,795,874 10c 558,384,695
11 Investments—publicly traded securities .......... 1,847,027 11 1,894,745
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 .....   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 3,299,994,764 15 3,453,492,197
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 3,880,303,145 16 4,080,012,224
Liabilities 17 Accounts payable and accrued expenses ......... 92,820,914 17 101,181,607
18 Grants payable .................   18  
19 Deferred revenue ................ 6,906,828 19 8,912,438
20 Tax-exempt bond liabilities ............. 217,904,956 20 211,881,404
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 2,853,098 25 2,792,804
26 Total liabilities. Add lines 17 through 25......... 320,485,796 26 324,768,253
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 2,578,631,115 27 2,814,919,510
28 Temporarily restricted net assets ........... 66,082,159 28 66,439,327
29 Permanently restricted net assets ........... 915,104,075 29 873,885,134
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 ........... 3,559,817,349 33 3,755,243,971
34 Total liabilities and net assets/fund balances ........ 3,880,303,145 34 4,080,012,224
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
794,815,526
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
753,684,867
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
41,130,659
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
3,559,817,349
5
Net unrealized gains (losses) on investments ...............
5
-44,465
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
154,340,428
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
3,755,243,971
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
ST JUDE CHILDREN'S RESEARCH HOSPITAL INC
 
Employer identification number

62-0646012
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
a
b
c
d
e
f
Enter the number of supported organizations .............................  
g
Provide the following information about the supported organization(s).
(i)Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total    

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

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

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

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

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

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

Additional Data


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

62-0646012
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




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

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 2
Name of organization
ST JUDE CHILDREN'S RESEARCH HOSPITAL INC
 
Employer identification number

62-0646012
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
RESTRICTED
 
 

   
 
 
  ,    

$RESTRICTED


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


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

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 3
Name of organization
ST JUDE CHILDREN'S RESEARCH HOSPITAL INC
 
Employer identification number

62-0646012
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 4
Name of organization
ST JUDE CHILDREN'S RESEARCH HOSPITAL INC
 
Employer identification number

62-0646012
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Additional Data


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

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

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

62-0646012
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

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

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

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

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










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

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

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


Schedule C (Form 990 or 990-EZ) 2014
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
Yes
 
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
 
No
 
e
Publications, or published or broadcast statements? .......................
 
No
 
f
Grants to other organizations for lobbying purposes? .......................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
6,516
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? ..........................
Yes
 
18,542
j
Total. Add lines 1c through 1i ...............................
25,058
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ............................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
PART II-B, LINE 1: B) ST. JUDE EMPLOYS A DIRECTOR OF GOVERNMENT AFFAIRS; G) PRORATED SALARY OF DIRECTOR OF GOVERNMENT AFFAIRS; I) ST. JUDE RETAINED ALSTON & BIRD FOR FEDERAL POLICY CONSULTING AND SMITH HARRIS & CARR FOR STATE POLICY CONSULTING. AMOUNT LISTED IS RETAINER FEES PRORATED FOR DIRECT AND STATE LEGISLATIVE CONTACTS.
Schedule C (Form 990 or 990EZ) 2014

Additional Data


Software ID:  
Software Version:  

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

62-0646012
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 .... 915,104,075 843,843,273 782,714,653 788,633,390 662,773,900
b Contributions ........ 2,970,640 1,097,137 705,311 3,859,109 4,402,533
c Net investment earnings, gains, and losses 8,222,632 121,617,552 69,209,599 -8,877,846 123,156,706
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........
52,412,213 51,453,887 8,786,290 900,000 1,699,749
f Administrative expenses ....          
g End of year balance ...... 873,885,134 915,104,075 843,843,273 782,714,653 788,633,390
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 Bullet100.000 %
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)
Yes
 
(ii) related organizations ........................
3a(ii)
Yes
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................      
b Buildings ................   886,333,571 429,769,235 456,564,336
c Leasehold improvements ............        
d Equipment ................   365,512,555 267,190,695 98,321,860
e Other .................   7,886,401 4,387,902 3,498,499
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 558,384,695
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








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) INTEREST IN THE NET ASSETS OF AMERICAN SYRIAN LEBANESE ASSOCIATED CHARITIES 3,452,406,730
(2) UNAMORTIZED BOND ISSUANCE COSTS 1,085,467







Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 3,453,492,197
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  
SELF INSURANCE LIABILITY 1,743,786
WORKER'S COMPENSATION 1,049,018







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 2,792,804
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 ....... 1 205,906,928
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a -44,465
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 -44,465
3 Subtract line 2e from line 1..................... 3 205,951,393
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 588,864,133
c Add lines 4a and 4b....................... 4c 588,864,133
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 794,815,526
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 ........... 1 753,684,867
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 0
3 Subtract line 2e from line 1..................... 3 753,684,867
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 0
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 753,684,867
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 V, LINE 4: THE ENDOWMENT FUNDS ARE HELD BY AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC., A RELATED ORGANIZATION, AND ARE USED TO SUPPORT THE FUTURE NEEDS OF ST. JUDE.
PART X, LINE 2: AS OF JUNE 30, 2015, THE HOSPITAL HAD NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS UNDER ASC TOPIC 740, INCOME TAXES, REQUIRING ADJUSTMENTS TO ITS CONSOLIDATED FINANCIAL STATEMENTS. IN THE EVENT THE HOSPITAL WERE TO RECOGNIZE INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IT WOULD BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS AS INTEREST EXPENSE FOR INTEREST AND MISCELLANEOUS FOR PENALTIES. GENERALLY, TAX YEARS ENDING IN 2012 THROUGH 2015 ARE OPEN TO EXAMINATION BY THE FEDERAL AND STATE TAXING AUTHORITIES, RESPECTIVELY. THERE ARE NO INCOME TAX EXAMINATIONS CURRENTLY IN PROCESS.
PART XI, LINE 4B - OTHER ADJUSTMENTS: NET SUPPORT RECEIVED FROM ALSAC 589,461,640. LOSS FROM DISPOSAL OF PROPERTY AND EQUIPMENT -597,507.
Schedule D (Form 990) 2014

Additional Data


Software ID:  
Software Version:  




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

62-0646012
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 0 PROGRAM SERVICES EDUCATION AND TRAINING 1,063,960
EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES EDUCATION AND TRAINING 499,268
EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES EDUCATION AND TRAINING 65,000
MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES EDUCATION AND TRAINING 1,515,882
NORTH AMERICA 0 0 PROGRAM SERVICES EDUCATION AND TRAINING 269,729
SOUTH AMERICA 0 0 PROGRAM SERVICES EDUCATION AND TRAINING 706,530
EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES RESEARCH 2,615,295
MIDDLE EAST AND NORTH AFRICA 0 1 PROGRAM SERVICE RESEARCH 789,704
SOUTH ASIA 0 0 PROGRAM SERVICES RESEARCH 30,000
EUROPE 0 1 PROGRAM SERVICES RESEARCH 126,274
NORTH AMERICA 0 0 PROGRAM SERVICES RESEARCH 219,008
  0 0      
           
           
           
           
           
3a Sub-total ..... 0 1 7,525,368
b Total from continuation sheets to Part I ... 0 1 375,282
c Totals (add lines 3a and 3b) 0 2 7,900,650
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 H (Form 990)
Department of the TreasuryInternal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, question 20.
MediumBullet Attach to Form 990.
MediumBullet Information about Schedule H (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
ST JUDE CHILDREN'S RESEARCH HOSPITAL INC
 
Employer identification number

62-0646012
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a ...
1a
Yes
 
b
If "Yes," was it a written policy? .......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
 
No
%
b
Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate
which of the following was the family income limit for eligibility for discounted care: .........
3b
 
No
%
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? ..............

4

Yes

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

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? ......
5b
Yes
 
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? ..............
5c
 
No
6a
Did the organization prepare a community benefit report during the tax year? ..........
6a
 
No
b
If "Yes," did the organization make it available to the public? ..............
6b
 
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) ..
    58,069,183 368,485 57,700,698 7.660 %
b Medicaid (from Worksheet 3,
column a) ....
    120,345,189 31,839,676 88,505,513 11.740 %
c Costs of other means-tested
government programs (from
Worksheet 3, column b) .
    4,364,851 1,154,807 3,210,044 0.430 %
d Total Financial Assistance
and Means-Tested
Government Programs .
    182,779,223 33,362,968 149,416,255 19.830 %
Other Benefits
    13,323,247 926 13,322,321 1.770 %
e Community health
improvement services and
community benefit operations
(from Worksheet 4) ..
f Health professions education
(from Worksheet 5) ..
    8,101,198 238,597 7,862,601 1.040 %
g Subsidized health services
(from Worksheet 6) ..
    29,072,635   29,072,635 3.860 %
h Research (from Worksheet 7)     307,441,591 75,249,237 232,192,354 30.810 %
i Cash and in-kind
contributions for community
benefit (from Worksheet 8)
    5,236,134   5,236,134 0.690 %
j Total. Other Benefits ..     363,174,805 75,488,760 287,686,045 38.170 %
k Total. Add lines 7d and 7j .     545,954,028 108,851,728 437,102,300 58.000 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue
(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing           0 %
2 Economic development     76,184   76,184 0.010 %
3 Community support           0 %
4 Environmental improvements           0 %
5 Leadership development and training for community members           0 %
6 Coalition building     57,184   57,184 0.010 %
7 Community health improvement advocacy     10,903   10,903 0 %
8 Workforce development     39,185   39,185 0.010 %
9 Other           0 %
10 Total     183,456   183,456 0.030 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................
1
 
No
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
831,000
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
 
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
 
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
764,450
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-764,450
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI.......................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(a) Name of entity (b) Description of primary
activity of entity
(c) Organization's
profit % or stock
ownership %
(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership %
(e) Physicians'
profit % or stock
ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest—see instructions)
How many hospital facilities did the organization operate during the tax year?1
Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)
Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital ResearchGrp Facility ER-24Hours ER-Other Other (describe) Facility reporting group
1 ST JUDE CHILDREN'S RESEARCH HOSPITAL
262 DANNY THOMAS PLACE
MEMPHIS,TN381053678
WWW.STJUDE.ORG
TN STATE LICENSE NUMBER 000000
X   X     X        
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices

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

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

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

ST JUDE CHILDREN'S RESEARCH HOSPITAL
Name of hospital facility or letter of facility reporting group  
Yes No
19 Did the hospital facility or other authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?......... 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 18. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?................ 21 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
22 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
23 During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ................................ 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16i, 18d, 19d, 20e, 21c, 21d, 22d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference Explanation
ST. JUDE CHILDREN'S RESEARCH HOSPITAL PART V, SECTION B, LINE 5: THE COMMUNITY HEALTH NEEDS ASSESSMENT WAS CONDUCTED BY TRIPP UMBACH UNDER THE DIRECTION OF LEADERSHIP FROM ST. JUDE CHILDREN'S RESEARCH HOSPITAL.INTERVIEWS WITH KEY STAKEHOLDERS: TRIPP UMBACH WORKED CLOSELY WITH HOSPITAL LEADERSHIP TO IDENTIFY LEADERS FROM ORGANIZATIONS WITH SPECIAL KNOWLEDGE AND/OR EXPERTISE IN PUBLIC HEALTH AND IN SPECIALTY AREAS WHERE ST. JUDE PROVIDES SERVICES. SUCH PERSONS WERE INTERVIEWED AS PART OF THE NEEDS ASSESSMENT PLANNING PROCESS. REPRESENTATIVES FROM THE FOLLOWING ORGANIZATIONS PROVIDED DETAILED INPUT DURING THE COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS: - THE ST. JUDE AFFILIATE CLINIC AT HUNTSVILLE, AL: HOSPITAL FOR WOMEN AND CHILDREN - DEPARTMENT OF PEDIATRICS FOR THE UNIVERSITY OF TENNESSEE HEALTH SCIENCE CENTER - RYAN WHITE PROGRAM - UNIVERSITY OF TENNESSEE HEALTH SCIENCE CENTER COLLEGE OF MEDICINE - METHODIST AFFILIATED SERVICES' HOME CARE, HOSPICE AND PALLIATIVE SERVICES - AMERICAN SOCIETY FOR CLINICAL PHARMACOLOGY AND THERAPEUTICS - DEPARTMENTS OF BIOPHARMACEUTICAL SCIENCES AND PHARMACEUTICAL CHEMISTRY, UCSF - VANDERBILT UNIVERSITY SCHOOL OF MEDICINE - DEPARTMENT OF MEDICINE, SECTION OF HEMATOLOGY/ONCOLOGY, CANCER RESEARCH CENTER, UNIVERSITY OF CHICAGO - COMPREHENSIVE SICKLE CELL CENTER/BENIGN HEMATOLOGY, METHODIST UNIVERSITY HOSPITAL - METHODIST UNIVERSITY YOUNG ADULT TRANSITION UNIT - UNIVERSITY OF MICHIGAN: SPECIALTY: PEDIATRIC HEMATOLOGY/ONCOLOGY - TENNESSEE CANCER COALITION - THE ST. JUDE AFFILIATE CLINIC IN JOHNSON CITY, TN - BRISTOL MEYERS MEDICAL MONITOR - THE HENRY J. KAISER FAMILY FOUNDATION - THE WEST CLINIC, MEMPHIS, TN - CHILDREN'S HOSPITAL OF ILLINOIS - LE BONHEUR CHILDREN'S MEDICAL CENTER - SARROUF LAW, LLP - STATE OF TENNESSEE DEPARTMENT OF HEALTH - ST. JUDE CHILDREN'S RESEARCH HOSPITALFOCUS GROUPS WITH RELEVANT COMMITTEES: TRIPP UMBACH WORKED CLOSELY WITH THE HOSPITAL TO IDENTIFY GROUPS WITH KNOWLEDGE OF SPECIALIZED CHILDREN'S HEALTH ISSUES WHO COULD BE REPRESENTED IN A FOCUS GROUP. ST. JUDE IDENTIFIED THE FAMILY ADVISORY COUNCIL AND THE MEDICAL EXECUTIVE COMMITTEE AS GROUPS WITH EXPERIENCE AND UNDERSTANDING OF CHILDREN'S HEALTH NATIONALLY, REGIONALLY, AND WITHIN ST. JUDE. TWO FOCUS GROUPS WERE CONDUCTED WITH A TOTAL OF APPROXIMATELY 50 PARTICIPANTS.
ST. JUDE CHILDREN'S RESEARCH HOSPITAL PART V, SECTION B, LINE 11: ST JUDE CHILDREN'S RESEARCH HOSPITALCOMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) IMPLEMENTATION PLAN UPDATE (06/30/15)AIM #1 IMPROVING ACCESS TO HEALTHCARE SERVICESPEDIATRIC HEALTH NEED:TRANSITION OF PATIENTS FROM PEDIATRIC TO ADULT HEALTH CARE SERVICESHEALTH FACILITIES/RESOURCES INVOLVED:-ST. JUDE CHILDREN'S RESEARCH HOSPITAL, DEPARTMENT OF HEMATOLOGY, CLINICAL HEMATOLOGY DIVISION-DIGGS-KRAUS SICKLE CELL CENTER AT REGIONAL ONE HEALTH-METHODIST HEALTHCARE COMPREHENSIVE SICKLE CELL CENTER (MCSCC)SUMMARY METRIC:INCREASE THE NUMBER OF PATIENTS WITH SICKLE CELL DISEASE (SCD) WHO ESTABLISH SUSTAINED ADULT CARE AFTER LEAVING PEDIATRIC CARE AT ST. JUDE.PROGRESS ON ACTION ITEMS TO MEET IDENTIFIED HEALTH NEED:1. IDENTIFICATION OF POSSIBLE ADULT MEDICAL HOMES FOR ST. JUDE YOUNG ADULT PATIENTS WITH PEDIATRIC HEMATOLOGIC CONDITIONSWE HAVE IDENTIFIED TWO SICKLE CELL CENTERS HERE IN MEMPHIS WHERE YOUNG ADULTS WITH SCD TRANSFER TO POST PEDIATRIC CARE. DIGGS-KRAUS SICKLE CELL CENTER LOCATED AT 880 MADISON AVE. AND METHODIST HEALTHCARE COMPREHENSIVE SICKLE CELL CENTER LOCATED AT 1325 EASTMORELAND. IN 2014, 42 YOUNG ADULTS 18 YEARS OF AGE GRADUATED AND TRANSITIONED FROM OUR SICKLE CELL PROGRAM. OF THE FORTY-TWO YOUNG ADULTS WHO TRANSITIONED, THIRTY-FIVE HAVE SUCCESSFULLY TRANSITIONED TO ADULT CARE. THE OTHER SEVEN WERE LOST TO FOLLOW UP. THE TRANSITION CASE MANAGER CONTINUES TO REACH OUT TO THOSE WHO ARE LOST TO FOLLOW UP BY WAY OF PHONE, AND LETTERS TO GET THEM SCHEDULED FOR AN INITIAL VISIT WITH THE ADULT PROVIDER.2. CREATE ADOLESCENT AND YOUNG ADULTS (AYA) TRANSITION CLINICS WITH OVERLAP OF PEDIATRIC AND ADULT HEM/ONC CAREEFFORTS TO PARTNER WITH MSSCC TO CREATE A "TRANSITION PROGRAM" FOR YOUNG ADULTS AGES 18-25 ARE ONGOING. THIS PROGRAM WILL BE KEY IN DECREASING CARE ABANDONMENT ISSUES. 3. CREATE FORMAL PROGRAMMING AND PLANNING PROCESSES FOR ADOLESCENTS WITH HEMATOLOGIC AND ONCOLOGIC DISEASES, THROUGH DEVELOPMENT OF DISEASE EDUCATIONAL CURRICULUM AND TRAINING MODULES TO FOSTER INCREASED ADOLESCENT AUTONOMY AND MEDICAL LITERACYEACH YOUNG ADULT PATIENT HAS AN INDIVIDUALIZED PLAN OF CARE. THE FREQUENCY OF THEIR VISIT IS DETERMINED BY WHETHER THEY ARE ON MEDICATION THERAPY LIKE HYDROXYUREA OR IF THEY ARE RECEIVING CHRONIC TRANSFUSION THERAPY. IF THE YOUNG ADULT IS NOT RECEIVING THERAPY, THEY ARE SCHEDULED FOR FOLLOW UP VISITS EVERY FOUR MONTHS DURING THE FIRST YEAR AND EVERY SIX MONTHS THEREAFTER.STARTING AT THE AGE OF 12 THE PLAN OF CARE VISITS START TO FOCUS ON PLANNING AND PROGRAMMING FOR TRANSITION. THE INITIATIVES IN THE PLAN OF CARE THAT TARGETS TRANSITION ARE AS FOLLOWS: QUARTERLY TRANSITION TOURS THAT ARE OFFERED TO OUR 17 AND 18 YEAR OLD YOUNG ADULTS; TRANSITION READINESS MULTIDISCIPLINARY TEAM MEETING MONTHLY TO DISCUSS READINESS OF THE 17 YEAR OLD BASED ON MEDICAL STABILITY, PSYCHOSOCIAL, EMOTIONAL AND ACADEMIC STATUS. WE'VE ALSO IMPLEMENTED A SKILLS LAB THAT IS IN THE PILOT STAGE, WHERE WE ARE TEACHING THEM HOW TO ORDER MEDICATION REFILLS, HOW TO IDENTIFY THE MEDICATION BASED ON THE DESCRIPTION WRITTEN ON THE BOTTLE, HOW TO SCHEDULE DOCTOR'S APPOINTMENTS BY WAY OF ROLE MODELING. THEY ARE ALSO LEARNING HOW TO READ THEIR HEALTH INSURANCE CARD AND IDENTIFY IMPORTANT PHONE NUMBERS THAT WILL GIVE THEM ACCESS TO THEIR BENEFITS. AT THE AGE OF 15, WE START SEEING THE PATIENT WITHOUT THE PARENT. THE PARENT IS ASKED TO REMAIN IN THE WAITING AREA. AT THE AGE OF 15 THE ADOLESCENT COMPLETES A PERSONAL HEALTH RECORD IN AN EFFORT TO PREPARE THEM FOR COMPLETING NECESSARY DOCUMENTATIONS AFTER LEAVING THE PEDIATRIC SETTING. IN ADDITION, THE "SICKLE CELL TRANSITION E-LEARNING PROGRAM (STEP) FOR TEENS WITH SICKLE CELL DISEASE", A WEB-BASED EDUCATION PROGRAM, WAS DEVELOPED TO PROVIDE ADOLESCENTS AND YOUNG ADULTS SICKLE CELL EDUCATION TO HELP PREPARE THEM FOR TRANSITION. HTTPS://WWW.STJUDE.ORG/TREATMENT/DISEASE/SICKLE-CELL-DISEASE/STEP-PROGRAM.HTMLPEDIATRIC HEALTH NEED:ACCESS TO AFFORDABLE HEALTH INSURANCE COVERAGEHEALTH FACILITIES/RESOURCES INVOLVED:ST. JUDE CHILDREN'S RESEARCH HOSPITAL, MANAGED CARE DEPARTMENTSUMMARY METRIC:INCREASE ELIGIBILITY AND ENROLLMENT ASSISTANCE FOR PATIENTSPROGRESS ON ACTION ITEMS TO MEET IDENTIFIED HEALTH NEED:1. CONTRACT WITH VENDOR TO PROVIDE CERTIFIED APPLICATION COUNSELOR SERVICES TO ASSIST FAMILIES APPLYING FOR HEALTH INSURANCE COVERAGE THROUGH FEDERAL OR STATE FACILITATED MARKETPLACES2. APPLY FOR A GRANT FROM THE TENNESSEE HOSPITAL ASSOCIATION TO ASSIST WITH ENROLLMENT PROCESSES3. DESIGN AND IMPLEMENT A SYSTEM TO FACILITATE THE CAC ENROLLMENT ASSISTANCE PROCESS AT ST. JUDE4. IDENTIFY UNINSURED PATIENTS AND FAMILIES AND HAVE CACS ASSIST IN THE ENROLLMENT PROCESSAN AGREEMENT WAS EXECUTED WITH FIRSTSOURCE SOLUTIONS USA, LLC DBA MEDASSIST, EFFECTIVE 9/9/13. THIS VENDOR ASSISTS PATIENTS IN ENROLLING IN A HEALTH PLAN VIA THE HEALTH INSURANCE MARKETPLACE WHEN ELIGIBLE.ST. JUDE CHILDREN'S RESEARCH HOSPITAL RECEIVED A $28,000 GRANT FROM THE TENNESSEE HOSPITAL ASSOCIATION, EFFECTIVE 11/5/13 TO ASSIST WITH THESE NEW ENROLLMENT PROCESSES. ONE HUNDRED PERCENT OF UNINSURED PATIENTS AND THEIR FAMILIES ARE REFERRED TO MEDASSIST PERSONNEL FOR EVALUATION VIA A DAILY REPORT GENERATED BY REGISTRATION RECORDS. IN THE EVENT THAT THEY ARE DEEMED ELIGIBLE, THE PATIENTS AND THEIR FAMILIES ARE GIVEN ASSISTANCE WITH THE ENROLLMENT PROCESS. (NOTE: THIS NARRATIVE FOR PART V, SECTION B, LINE 11 IS CONTINUED BELOW.) - SEE PAGE 54/116
ST. JUDE CHILDREN'S RESEARCH HOSPITAL PART V, SECTION B, LINE 13H: SEE NARRATIVE FOR PART 1, LINE 3C REGARDING THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY.
ST. JUDE CHILDREN'S RESEARCH HOSPITAL PART V, SECTION B, LINE 15E: SEE NARRATIVE FOR PART 1, LINE 3C REGARDING THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY.
ST. JUDE CHILDREN'S RESEARCH HOSPITAL PART V, SECTION B, LINE 22D: SEE NARRATIVE FOR PART 1, LINE 3C REGARDING THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY.
PART V, SECTION B, LINE 11 (CONTINUATION FROM PAGE 53/116) THIS EFFORT WAS INITIATED IN FY14 AND IN THAT YEAR 22 UNINSURED PATIENTS WERE ENROLLED IN MEDICAID OR OTHER HEALTH PLANS. THIS WAS AN IMPROVEMENT OVER FY13 (11 PATIENTS CONVERTED TO INSURED) AND FY12 (15 PATIENTS CONVERTED TO INSURED). WHILE THESE NUMBERS MAY LOOK LOW AS COMPARED TO A TRADITIONAL HOSPITAL, IT IS EXCELLENT RELATIVE TO OUR NEW PATIENT POPULATION. IN FY14, ST. JUDE ACCEPTED LESS THAN 900 NEW PATIENTS, AND ONLY 21% OF THE PATIENT POPULATION WAS FROM THE U.S. AND UNINSURED, IN OTHER WORDS POTENTIALLY ELIGIBLE FOR MEDICAID OR OTHER COVERAGE.PEDIATRIC HEALTH NEED:PALLIATIVE CAREHEALTH FACILITIES/RESOURCES INVOLVED:ST. JUDE CHILDREN'S RESEARCH HOSPITAL, DEPARTMENT OF ONCOLOGY, DIVISION OF QUALITY OF LIFE AND PALLIATIVE CARESUMMARY METRIC:INCREASE THE NUMBER OF CLINICIANS TRAINED IN PALLIATIVE CARE MEDICINE (PCM) AND EDUCATIONAL OPPORTUNITIES FOR PCMPROGRESS ON ACTION ITEMS TO MEET IDENTIFIED HEALTH NEED:1. RECRUIT AND TRAIN TWO PHYSICIAN FELLOWS IN THE NEWLY FORMED PALLIATIVE CARE TRAINING PROGRAM THE PALLIATIVE CARE TRAINING PROGRAM WAS SUCCESSFUL IN TRAINING PHYSICIAN FELLOWS WHO ALSO PASSED THE BOARD. FORMER TRAINEES HAVE ALSO BEEN SUCCESSFUL IN FINDING EMPLOYMENT AT ST. JUDE (THREE) AND LE BONHEUR (ONE).2. PROVIDE TRAINING IN PALLIATIVE CARE FOR ADVANCED PRACTICE HEALTH CARE PERSONNEL THROUGH TARGETED CONFERENCES AND OTHER EDUCATIONAL OPPORTUNITIES.WE HAVE TRAINED MORE THAN 200 TOTAL CLINICIANS IN OUR QUALITY OF LIFE SEMINAR AND OUR ELNEC 2-DAY SEMINAR. THIS YEAR WE PROVIDED 25 LOCAL ADVANCED TOPIC PRESENTATIONS THROUGHOUT ST JUDE. THIS IS IN ADDITION TO THE QUALITY OF LIFE SEMINAR AND ELNEC.3. CREATE A REQUIRED EDUCATION SERIES FOR BEDSIDE NURSES INVOLVING END-OF-LIFE NURSING EDUCATION CONSORTIUM (ELNEC) AND AN INSTITUTION-SPECIFIC QUALITY OF LIFE SEMINAR.ALL BEDSIDE NURSES WILL BE REQUIRED TO COMPLETE WITHIN THREE YEARS. INPATIENT AND OUTPATIENT NURSES ARE REQUIRED AND SUPPORTED TO COMPLETE BOTH SEMINARS (A TOTAL OF 24.5 CEUS IN PCM). 4. EDUCATE COMMUNITY PROVIDERS ABOUT PCM THROUGH COMMUNITY-BASED BRIDGING PROGRAMS FOR HOME HEALTH AND HOSPICE CARE THROUGH THE QUALITY OF LIFE FOR ALL KIDS PROGRAM. A THREE HOUR DIDACTIC CURRICULUM HAS BEEN CREATED AND WILL BE IMPLEMENTED.THIS IS HAPPENING ON A MONTHLY BASIS THROUGH OUR COMBINED FELLOWSHIP PROGRAM BOARD REVIEW SERIESWE HAVE BEEN TRACKING ATTENDANCE. TO DATE WE HAVE HAD 50 ATTENDEES RANGING FROM GRADUATE STUDENTS TO MEDICAL STUDENTS TO ADVANCED CLINICIANS.PEDIATRIC HEALTH NEED:HEALTH CARE OF CHILDHOOD CANCER SURVIVORSHEALTH FACILITIES/RESOURCES INVOLVED:ST. JUDE CHILDREN'S RESEARCH HOSPITAL, ONCOLOGY DIVISION, CANCER SURVIVORSHIP DEPARTMENTSUMMARY METRIC:PROVIDE CANCER SURVIVORSHIP INFORMATION TO BOTH CAREGIVERS AND SURVIVORS VIA SURVIVORS' DAY CONFERENCEPROGRESS ON ACTION ITEMS TO MEET IDENTIFIED HEALTH NEED:1. PROVIDE WORKSHOPS AND SPEAKERS THAT OFFER INFORMATION ABOUT AVAILABLE RESOURCESTHE ST. JUDE FACULTY PROVIDE LECTURES AND PARTICIPATE IN WORKSHOPS RELATED TO A VARIETY OF SURVIVORSHIP ISSUES. AUDIENCES INCLUDE HEALTH CARE PROVIDERS OF SURVIVORS, SURVIVORS AND THEIR FAMILIES.LECTURES/WORKSHOPS PROVIDED BY MELISSA M. HUDSON:-AMERICAN ACADEMY OF PEDIATRICS NATIONAL CONFERENCE & EXHIBITION, "LONG-TERM FOLLOW-UP OF PEDIATRIC CANCER SURVIVORS", ORLANDO, FLORIDA, OCTOBER 26-29, 2013-GRAND ROUNDS, WINTHROP P. ROCKEFELLER CANCER INSTITUTE UNIVERSITY OF ARKANSAS FOR MEDICAL SCIENCES, "THE ABCS OF ACHIEVING HIGH QUALITY SURVIVORSHIP CARE", LITTLE ROCK, ARKANSAS, NOVEMBER 20, 2013-AMERICAN ASSOCIATION OF PHYSICIANS ASSISTANTS CONFERENCE, "LONG-TERM FOLLOW-UP FOR PEDIATRIC CANCER SURVIVORS", BOSTON, MASSACHUSETTS, MAY 24, 2014-UNIVERSITY OF ALABAMA HUNTSVILLE GRAND ROUNDS, "LONG-TERM FOLLOW-UP OF PEDIATRIC CANCER SURVIVORS", HUNTSVILLE, ALABAMA, OCTOBER 14, 2014-AMERICAN SOCIETY OF PEDIATRIC HEMATOLOGY ONCOLOGY ESSENTIALS, "SUPPORTIVE CARE/SURVIVORSHIP", MONTEVIDEO, URUGUAY, NOVEMBER 4-6, 2014-BAPTIST CANCER CENTER MID-SOUTH CANCER SYMPOSIUM, "THE ABCS OF ACHIEVING HIGH QUALITY SURVIVORSHIP CARE", MEMPHIS, TENNESSEE, NOVEMBER 14, 2014-NATIONAL COALITION FOR CANCER SURVIVORSHIP CANCER POLICY ADVOCATE TRAINING PROGRAM, "LATE AND LONG-TERM EFFECTS: RECENT RESEARCH FINDINGS", WASHINGTON, D.C., JUNE 25, 2015LECTURES/WORKSHOPS PROVIDED BY DANIEL MULROONEY:-TRANSITION OF CARE TO THE ADULT WORLD, SURVIVORSHIP CONFERENCE, ALL CHILDREN'S HOSPITAL, TAMPA, FL, NOVEMBER 9, 2013-CHILDHOOD CANCER THERAPY: MORE THAN JUST A CURE, NEMOURS CHILDREN'S CLINIC, JACKSONVILLE, FL. NOVEMBER 16, 2013 -CHILDHOOD CANCER THERAPY - MORE THAN JUST A CURE, DOMESTIC AFFILIATE PROGRAM'S RN-CRA ANNUAL CONFERENCE ST. JUDE CHILDREN'S RESEARCH HOSPITAL, AUGUST 16-17, 2013-DOMESTIC AFFILIATE SOCIAL WORKER CONFERENCE: LATE EFFECTS IN CHILDHOOD CANCER SURVIVORS, ST. JUDE HOSPITAL, MEMPHIS, TN APRIL 2, 2014-CARDIOVASCULAR DISEASE IN ADULT SURVIVORS OF CHILDHOOD AND ADOLESCENT CANCER, GRAND ROUNDS, LOYOLA UNIVERSITY MEDICAL CENTER, CHICAGO, IL, JUNE 17, 2014-HEART HEALTH AFTER CANCER, CHILDHOOD CANCER SURVIVORS CONFERENCE, UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL SCHOOL, DALLAS, TX, NOVEMBER 8, 20142. GIVE SURVIVORS AND THEIR FAMILIES THE OPPORTUNITY TO LEARN FROM OTHER SURVIVORSST. JUDE HOSTS PERIODIC CELEBRATIONS OF SURVIVORSHIP ATTENDED BY SURVIVORS, FAMILIES AND FRIENDS. THE EVENT PROVIDES A FORUM TO CELEBRATE SURVIVORSHIP, EDUCATE ATTENDEES ABOUT HEALTH EFFECTS OF CHILDHOOD CANCER AND RESEARCH PROGRESS IN THIS AREA, AND SHARE INFORMATION ABOUT HEALTH RESOURCES. ST. JUDE SURVIVOR DAY ACTIVITIES, SEPTEMBER 7, 2013-SURVIVOR PANEL WITH Q & A ABOUT CANCER EXPERIENCES-GOOGLE HANG-OUT DISCUSSION, PARTICIPANTS: DANIEL MULROONEY, MD AND DEBBIE CROM, PNP, PHD TOPICS: "TALKING TO YOUR DOCTOR ABOUT YOUR UNIQUE HEALTH RISKS AND "THE IMPORTANCE OF STAYING HEALTHY"-WORKSHOP, PRESENTER: MELISSA HUDSON, MD, "SKILLS FOR SURVIVING AFTER GRADUATION FROM ST. JUDE" -WORKSHOP, PRESENTER: CYRINE HAIDAR, PHARMD. "WHAT MEDICINE IS RIGHT FOR ME? IT'S ALL IN THE DNA!"ST. JUDE SURVIVOR DAY ACTIVITIES, SEPTEMBER 6, 2014"HOW DOES YOUR HOPE GROW? ADAPTING AND CHANGING WITH THE SEASONS OF SURVIVORSHIP AND "PRACTICAL TOOLS FOR SUCCESSFUL SURVIVORSHIP" MODERATORS: MELISSA HUDSON, MD, MARRIAH MABE, LCSW, JAMES KLOSKY, PHD, DENISE WILLIAMS, LCSW, DANIEL MULROONEY, MD, MARY KEATHLEY(NOTE: THIS NARRATIVE FOR PART V, SECTION B, LINE 11 IS CONTINUED BELOW) - SEE PART VI PAGE 87/116
PART V, SECTION B, LINE 16 FINANCIAL ASSISTANCE POLICY WEBSITE AVAILABILITY
ST. JUDE CHILDREN'S RESEARCH HOSPITAL PART V, SECTION B, LINE 16C WEBSITE: WWW.STJUDE.ORG/LEGAL/FINANCIAL-ASSISTANCE-POLICY.HTML
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?  
Name and address Type of Facility (describe)
1
2
3
4
5
6
7
8
9
10
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VI
Supplemental Information
Provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Form and Line Reference Explanation
PART I, LINE 3C: NO FAMILY EVER PAYS ST. JUDE FOR TREATMENT. A BILLING SYSTEM IS MAINTAINED FOR EACH PATIENT SO THAT THE HOSPITAL CAN RECOVER INSURANCE IF IT IS AVAILABLE, BUT ST. JUDE COVERS ALL COSTS NOT REIMBURSED BY INSURANCE, INCLUDING CO-PAYS AND DEDUCTIBLES. WE COVER THE TOTAL COSTS FOR THOSE WITHOUT INSURANCE. IN ADDITION, ST. JUDE PROVIDES AN UNPARALLELED LEVEL OF SUPPORT SERVICES AT NO COST TO FAMILIES. THIS INCLUDES LODGING FOR THE PATIENT AND UP TO THREE FAMILY MEMBERS AND TRANSPORTATION FOR THE PATIENT AND ONE GUARDIAN TRAVELING TO ST. JUDE FOR CARE. WE ALSO PROVIDE MEAL ALLOWANCES FOR FAMILIES. THANKS LARGELY TO DONATIONS FROM THE PUBLIC, WE ARE ABLE TO PROVIDE THESE SERVICES TO ALL PATIENTS, REGARDLESS OF INCOME, SO WE DO NOT NEED TO DETERMINE ELIGIBILITY FOR THIS ASSISTANCE. BY DEFAULT, ALL PATIENTS ARE ELIGIBLE TO RECEIVE MEDICAL CARE AND SUPPORT SERVICES AT NO COST. TO ENSURE FAMILIES ARE MAKING USE OF ALL RESOURCES FOR WHICH THEY ARE ELIGIBLE, WE HAVE PROGRAMS TO ASSIST FAMILIES IN ENROLLING IN VARIOUS PUBLIC ASSISTANCE PROGRAMS FOR WHICH THEY MAY QUALIFY, INCLUDING BUT NOT LIMITED TO TENNCARE/MEDICAID, COVERKIDS, CHIPS AND SOCIAL SECURITY. DOING SO ENSURES AN APPROPRIATE SAFETY NET SHOULD THE FAMILY SEEK TREATMENT OUTSIDE OF ST. JUDE AND IT ALLOWS US TO BE GOOD STEWARDS OF DONOR DOLLARS. WE ALSO CONTRACT WITH A VENDOR TO PROVIDE CERTIFIED APPLICATION COUNSELOR SERVICES TO ASSIST FAMILIES APPLYING FOR HEALTH INSURANCE COVERAGE THROUGH FEDERAL OR STATE FACILITATED MARKETPLACES.
PART I, LINE 7: COST-TO-CHARGE RATIO DERIVED FROM WORKSHEET 2, RATIO OF PATIENT CARE COST TO CHARGES. COST-TO-CHARGE RATIO USED FOR LINE 7A FINANCIAL ASSISTANCE AT COST, LINE 7B MEDICAID, AND LINE 7C COSTS OF OTHER MEANS-TESTED GOVERNMENT PROGRAMS.PART I, LINE 7C: SOME CHIPS VOLUME IS INCLUDED IN MEDICAID IN PART I, LINE 7B BECAUSE IN MANY STATES THE CHIPS PROGRAMS ARE MANAGED BY THE SAME THIRD PARTY ADMINISTRATORS AND IT IS DIFFICULT TO DISTINGUISH BETWEEN CHIPS AND MEDICAID COVERAGE.
PART I, LINE 7G: ST. JUDE CHILDREN'S RESEARCH HOSPITAL INCLUDED AS SUBSIDIZED HEALTH SERVICES SUPPORT FOR SEVEN AFFILIATE CLINICS TOTALING APPROXIMATELY $7.7 MILLION.
PART II, COMMUNITY BUILDING ACTIVITIES: THE ST. JUDE CHILDREN'S RESEARCH HOSPITAL CEO IS A MEMBER OF MEMPHIS TOMORROW. MEMPHIS TOMORROW IS AN ASSOCIATION OF CHIEF EXECUTIVE OFFICERS OF MEMPHIS' LARGEST ENTERPRISES. THE PURPOSE IS TO BRING TOP BUSINESS LEADERS TOGETHER WITH GOVERNMENT AND CIVIC LEADERS TO FOSTER ECONOMIC PROSPERITY FOR ALL WHO LIVE IN OUR COMMUNITY. ST. JUDE ALSO PARTICIPATES WITH MEMPHIS FAST FORWARD WHOSE STRATEGIES ARE BASED ON THE COMMON SENSE PREMISE THAT ECONOMIC GROWTH AND PROSPERITY, AND IMPROVED QUALITY OF LIFE, WILL FOLLOW ONCE MEMPHIS AND SHELBY COUNTY SUCCESSFULLY ADDRESS THE BASICS: GOOD JOBS, QUALITY EDUCATION, SAFE STREETS AND EFFICIENT GOVERNMENT. ST. JUDE IS A MEMBER OF THE MIDSOUTH EHEALTH ALLIANCE (MSEHA), A NON-PROFIT INITIATIVE TO IMPROVE THE QUALITY, SAFETY, AND EFFICIENCY OF HEALTH CARE IN THE MID-SOUTH REGION. BY PROVIDING FOR THE ELECTRONIC EXCHANGE OF HEALTH INFORMATION, HEALTHCARE PROVIDERS CAN SECURELY ACCESS PATIENTS' VITAL HEALTH INFORMATION WHEN AND WHERE IT IS NEEDED. THE MSEHA CURRENTLY EXCHANGES DATA AMONG 14 HOSPITALS AND 12 AMBULATORY CLINICS IN THE REGION. THE MSEHA IS CURRENTLY SHARING MEDICAL INFORMATION BETWEEN HOSPITAL EMERGENCY DEPARTMENTS AND AMBULATORY CLINICS TO PROVIDE BETTER TREATMENT AND DIAGNOSTIC SERVICES FOR PATIENTS. HEALTH CARE PROVIDERS CAN MAKE BETTER CHOICES ABOUT A PATIENT'S CARE AND TREATMENT WHEN THEY HAVE AS MUCH INFORMATION AS POSSIBLE ABOUT THAT PATIENT'S HEALTH FROM LAB TESTS, MEDICAL HISTORY, MEDICINES, AND OTHER REPORTS. THE ALLIANCE PERMITS PROVIDERS TO REVIEW MEDICAL INFORMATION IN A SYSTEM THAT IS FASTER THAN CONTACTING A PATIENT'S OTHER PROVIDERS ONE BY ONE. THE ALLIANCE SHARES INFORMATION ABOUT A PATIENT'S MEDICAL CONDITION WITH HEALTH CARE PROVIDERS INVOLVED IN THAT PATIENT'S CARE FOR COORDINATION OF CARE.ST. JUDE IS A MEMBER OF THE ASPIRING FOR PURCHASING EXCELLENCE (APEX) ASSOCIATION OF MEMPHIS. APEX IS AN ASSOCIATION OF PURCHASING AND PROCUREMENT PROFESSIONALS FROM MEMPHIS ORGANIZATIONS WHOSE PURPOSE IS TO PROMOTE BEST PRACTICES IN SUPPLIER DIVERSITY. ADDITIONALLY, ST. JUDE IS SILVER SPONSOR FOR THE MID-SOUTH MINORITY BUSINESS COUNCIL (MMBC) ECONOMIC DEVELOPMENT FAIR. THE MMBC SERVES AS THE MID-SOUTH'S FOREMOST MINORITY BUSINESS DEVELOPMENT ORGANIZATION. THE MMBC HELPS TO DEVELOP A STRONG MINORITY AND WOMEN BUSINESS COMMUNITY IN AN EFFORT TO IMPACT ECONOMICALLY THE ENTIRE MID-SOUTH REGION. THE ST. JUDE OFFICE OF GOVERNMENT AFFAIRS DIRECTOR CONTINUES TO CHAIR THE ADVOCACY COMMITTEE OF THE TENNESSEE CANCER COALITION WHICH EXISTS TO IDENTIFY AREAS OF GREATEST CANCER BURDEN ON THE CITIZENS OF TENNESSEE. THE ST. JUDE OFFICE OF GOVERNMENT AFFAIRS DIRECTOR CONTINUES TO SERVE ON THE BOARD OF DIRECTORS OF THE RIVERFRONT DEVELOPMENT CORPORATION (RDC). IN ADDITION TO MANAGING ALL THE PARKS ON THE MEMPHIS RIVERFRONT WHICH FOSTER HEALTHY LIFESTYLES, THE RDC HAS CONSTRUCTED A PLAYGROUND DESIGNED SPECIFICALLY FOR CHILDREN AT BEALE ST. LANDING. THIS IS THE ONLY CHILD-DESIGNATED PLAYGROUND ON THE MEMPHIS RIVERFRONT AND FOSTERS EXERCISE FOR CHILDREN LIVING DOWNTOWN.THE PEDIATRIC ONCOLOGY PROGRAM BRINGS FIFTY TO SIXTY STUDENTS EACH SUMMER FOR INTERNSHIPS IN BASIC SCIENCE OR CLINICAL RESEARCH. ADDITIONALLY, EXPERIENTIAL LEARNING INTERNSHIPS ARE STRUCTURED BY AND MANAGED BY ACADEMIC PROGRAMS IN MANY AREAS FROM SCIENCE TO ACCOUNTING. THERE ARE ANOTHER 150 STUDENTS INVOLVED IN THESE INTERNSHIPS. THESE PROGRAMS SUPPORT INCREASING THE AWARENESS OF CAREERS IN RESEARCH SCIENCE, HEALTHCARE, OR HEALTHCARE MANAGEMENT AND CONTRIBUTE TO PREPARING STUDENTS TO ENTER THESE CAREERS. THE CLINICAL EDUCATION AND TRAINING OFFICE HOSTS THIRTY TO FORTY STUDENTS AS PATIENT CARE OBSERVERS. THESE STUDENTS ARE AT DIFFERENT STAGES OF TRAINING FROM HIGH SCHOOL TO COLLEGE OR PROFESSIONAL HEALTHCARE SCHOOLS INCLUDING MEDICAL SCHOOLS. THE OBSERVERS ARE DECIDING ON OR CONFIRMING CAREER HEALTHCARE DECISIONS. THE VOLUNTEER SERVICES DEPARTMENT PROVIDES SUMMER PROGRAMS FOR HIGH SCHOOL AND COLLEGE STUDENTS THAT DRIVE ENTRY INTO HEALTH CAREERS. THE OFFICE OF LEGAL SERVICES OFFERS LEGAL INTERNSHIPS TO LOCAL (UNIVERSITY OF MEMPHIS, OLE MISS) LAW STUDENTS DURING THE ACADEMIC YEAR AND TO NATIONAL LAW SCHOOLS DURING THE SUMMER. MINIMUM REQUIREMENTS ARE UNDERGRADUATE DEGREE, BE IN AT LEAST A SECOND SEMESTER OF THE SECOND YEAR IN AN ABA ACCREDITED LAW SCHOOL, AND EITHER HAVING COMPLETED THE MANDATORY LAW COURSE PROFESSIONAL RESPONSIBILITY OR PASSED THE MULTI-STATE PROFESSIONAL RESPONSIBILITY EXAM. INTERNS PERFORM LEGAL RESEARCH; DRAFT MEMORANDA, LETTERS, AND OTHER DOCUMENTS; DRAFT AND REVIEW CONTRACTUAL AGREEMENTS; PREPARE PRESENTATIONS TO ST. JUDE PERSONNEL; AND ASSIST WITH IDENTIFYING LEGAL FRAMEWORK FOR POLICIES. INTERNS ALSO LEARN THROUGH OBSERVATION OF AND PARTICIPATION IN DAY-TO-DAY LAW PRACTICE ACTIVITIES, INCLUDING LEGAL PROCEEDINGS, NEGOTIATIONS, MEETINGS, TRAININGS, AND COUNSELING SESSIONS. WHEN POSSIBLE, INTERNS WORK WITH CLIENT DEPARTMENTS AND DEPARTMENTAL STAFF TO GATHER INFORMATION AND TO GAIN INSIGHT INTO AND UNDERSTANDING OF RESEARCH, CLINICAL, BUSINESS, AND HEALTH CARE OPERATIONS.THE CHIEF LEGAL OFFICER PARTICIPATES ON COMMITTEES OF THE MEMPHIS CHILD ADVOCACY CENTER, WHICH HELPS LOCAL CHILDREN FIND SAFETY AND HEALING (INCLUDING ACCESS TO A MENTAL HEALTH PROFESSIONAL) AFTER A REPORT OF SEXUAL OR OTHER SEVERE ABUSE, AND OFFERS ABUSE PREVENTION TRAINING TO COMMUNITY VOLUNTEERS AND PARENTS.THE CHIEF LEGAL OFFICER SERVES ON THE ADVISORY BOARD OF THE INSTITUTE FOR HEALTH LAW & POLICY OF THE CECIL C. HUMPHREYS UNIVERSITY OF MEMPHIS SCHOOL OF LAW, WHICH ENDEAVORS TO ADDRESS UNMET HEALTH LAW NEEDS OF THE LOCAL COMMUNITY AND WORK WITH COMMUNITY LEADERS TO PROACTIVELY ADDRESS HEALTH POLICY NEEDS.THE SENIOR ASSOCIATE COUNSEL IS CHAIR OF THE MEMPHIS BAR ASSOCIATION HEALTH LAW SECTION, AND THE CHIEF LEGAL OFFICER CHAIRS THE COMMUNITY AFFAIRS COMMITTEE OF THAT SECTION, WHICH ANNUALLY SPONSORS A SATURDAY LEGAL CLINIC PROVIDING UNREPRESENTED MEMBERS OF THE COMMUNITY AN OPPORTUNITY TO MEET WITH A VOLUNTEER ATTORNEY AND DISCUSS LEGAL ISSUES, INCLUDING THOSE THAT HAVE AN IMPACT ON PERSONAL HEALTH, SUCH AS SOCIAL SECURITY DISABILITY AND HEALTH EXCHANGE ELIGIBILITY. THE COMMUNITY AFFAIRS COMMITTEE ALSO CONTRIBUTES TO THE MEMPHIS CHILDREN'S HEALTH LAW DIRECTIVE, THE ONLY MEDICO-LEGAL PARTNERSHIP SERVING THE MID-SOUTH.THE CANCER EDUCATION COORDINATOR IN INTERNATIONAL OUTREACH PARTICIPATES IN THE FOOD ADVISORY COUNCIL OF MEMPHIS. THIS AGENCY FOCUSES ON LOCAL FOOD POLICIES TO BUILD HEALTHIER COMMUNITIES IN THE MEMPHIS AREA. ST. JUDE IS ALSO INVOLVED IN THE CHRISTIAN BROTHERS HIGH SCHOOL STEMM COLAB, WHICH PROVIDES TEACHERS PROFESSIONAL DEVELOPMENT IN THE AREAS OF SCIENCE, TECHNOLOGY, ENGINEERING, MATH, AND MEDICINE IN THE MEMPHIS AREA.
PART III, LINE 2: BAD DEBT EXPENSE IS EQUAL TO CHARGES ON ACCOUNTSDETERMINED TO BE UNCOLLECTIBLE. SEE NARRATIVE FOR PART I, LINE 3CREGARDING THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY.
PART III, LINE 4: BAD DEBT EXPENSE EXPLANATION IN FINANCIAL STATEMENTS FOOTNOTES IS AS FOLLOWS:"NET PATIENT SERVICE REVENUES AND RECEIVABLES -- NO FAMILY EVER PAYS THE HOSPITAL FOR THE CARE THEIR CHILD RECEIVES. ACCORDINGLY, NET PATIENT SERVICE REVENUE CONSISTS ONLY OF ESTIMATED NET REALIZABLE AMOUNTS FROM THIRD-PARTY PAYORS FOR SERVICES RENDERED, INCLUDING ESTIMATED RETROACTIVE REVENUE ADJUSTMENTS (IF NECESSARY) DUE TO FUTURE AUDITS, REVIEWS, AND INVESTIGATIONS. RETROACTIVE ADJUSTMENTS ARE CONSIDERED IN THE RECOGNITION OF REVENUE ON AN ESTIMATED BASIS IN THE PERIOD THE RELATED SERVICES ARE RENDERED, AND SUCH AMOUNTS ARE ADJUSTED IN FUTURE PERIODS AS ADJUSTMENTS BECOME KNOWN OR AS YEARS ARE NO LONGER SUBJECT TO SUCH AUDITS, REVIEWS, AND INVESTIGATIONS. PATIENT SERVICE REVENUE HAS BEEN REDUCED BY ADJUSTMENTS FOR UNCOLLECTIBLE ACCOUNTS TOTALING APPROXIMATELY $831,000 AND $681,000 IN 2015 AND 2014 RESPECTIVELY."ST. JUDE CHILDREN'S RESEARCH HOSPITAL DOES NOT CONSIDER BAD DEBT EXPENSE A COMMUNITY BENEFIT.
PART III, LINE 8: ST. JUDE CHILDREN'S RESEARCH HOSPITAL DOES NOT CONSIDER THE MEDICARE SHORTFALL A COMMUNITY BENEFIT. THE COST TO CHARGE RATIO WAS USED TO DETERMINE MEDICARE ALLOWABLE COSTS OF CARE.
PART III, LINE 9B: COLLECTION POLICIES ARE THE SAME FOR ALL PATIENTS. ANY LEGAL OBLIGATION OF PAYMENT FOR A PATIENT'S COSTS NOT COVERED BY INSURANCE IS COVERED BY THE GENEROUS ASSISTANCE OF ST. JUDE DONORS. BECAUSE OF THIS SUPPORT, ST. JUDE DOES NOT ASK ANY PATIENT TO PAY.
PART VI, LINE 2: ST. JUDE'S PRIMARY CLINICAL EFFORT CENTERS ON PROVIDING GROUND-BREAKING, RESEARCH-DRIVEN TREATMENTS FOR CHILDHOOD CANCERS AND OTHER CATASTROPHIC DISEASES IN CHILDREN.CANCERCHILDHOOD CANCERS ARE RARE. ONLY 10,380 NEW CASES ARE EXPECTED TO OCCUR AMONG CHILDREN 14 YEARS OF AGE AND YOUNGER IN 2015; HOWEVER, CANCER IS THE LEADING CAUSE OF DISEASE RELATED DEATH IN U.S. CHILDREN.(FOOTNOTE 1). THE PRINCIPLE FOCUS OF ST. JUDE CHILDREN'S RESEARCH HOSPITAL IS CANCER. SEVENTY-FIVE PERCENT OF ALL RESOURCES AT ST. JUDE ARE INVESTED IN ELUCIDATING BASIC BIOLOGICAL MECHANISMS OF PEDIATRIC CANCERS, AND TRANSLATING THIS KNOWLEDGE INTO IMPROVED DIAGNOSTIC TOOLS AND CURATIVE THERAPIES, WHILE MINIMIZING LONG-TERM SIDE EFFECTS. SEVENTY PERCENT OF OUR CANCER PATIENTS ARE FROM A 10-STATE REGION. THIS INCLUDES THE IMMEDIATE VICINITY STATES OF TN, MS, AR, MO, AL, KY, GA, FL AND STATES WITH ST. JUDE AFFILIATE CLINICS (LA, IL, MO, AL, EASTERN TN). THE DISTRIBUTION OF ST. JUDE CANCER CASES IN RELATION TO RACE, ETHNICITY, AND GENDER IS CONSISTENTLY ALIGNED WITH THE GENERAL DEMOGRAPHICS OF THAT 10-STATE REGION (BASED ON 2010 DATA FROM THE US CENSUS BUREAU) AND WITH THE CANCER SPECIFIC DEMOGRAPHICS (BASED ON SURVEILLANCE EPIDEMIOLOGY AND END RESULTS (SEER) 2009 DATA). FOR EXAMPLE, ESTIMATES FROM THE 2009 SEER DATA SUGGEST THAT WHITES COMPRISE 63%, BLACKS 18.8% AND HISPANICS 15.9% OF THE PEDIATRIC CANCER CASES IN THE 10-STATE REGION. REMARKABLY, 69%, 19%, AND 13%, RESPECTIVELY, OF WHITES, BLACKS AND HISPANICS CONSTITUTE OUR CANCER PATIENT POPULATION. (FOOTNOTE 2). (NOT EQUAL TO 100% SINCE SUMMARIZES RACE AND ETHNICITY.) DEMOGRAPHICS FROM THE ST. JUDE PEDIATRIC CANCER COHORT ARE COMPARED WITH THE DEMOGRAPHICS OF THE 10-STATE REGION ANNUALLY TO MONITOR DEMOGRAPHIC REPRESENTATION OF OUR CANCER PATIENTS IN RELATION TO THE 10-STATE REGION. ALSO MONITORED ANNUALLY IS THE DISTRIBUTION OF SPECIFIC CANCERS IN THE 10-STATE REGION AND COMPARED WITH THE ST. JUDE CANCER POPULATION.OUR RESEARCH AND CLINICAL TRIALS ARE INFORMED BY THE CHILDREN TREATED AT ST. JUDE AND OUR AFFILIATE CLINICS. ST. JUDE OFFERS THERAPEUTIC TRIALS FOR A VARIETY OF CANCERS INCLUDING CENTRAL NERVOUS SYSTEM (CNS) TUMORS, NON-CNS SOLID TUMORS, AND LEUKEMIA/LYMPHOMA. MANY OF THESE TRIALS ARE INSTITUTIONALLY SPONSORED; HOWEVER, ST. JUDE ALSO PARTICIPATES IN A NUMBER OF CLINICAL TRIALS CONSORTIA PROVIDING OUR CANCER PATIENTS ACCESS TO A VARIETY OF THERAPEUTIC STUDIES. PEDIATRIC CANCER PATIENTS MAY EXPERIENCE TREATMENT-RELATED SIDE EFFECTS MANY YEARS AFTER DIAGNOSIS. THE CHILDHOOD CANCER SURVIVOR STUDY AND ST. JUDE LIFE ARE TWO STUDIES, ACTIVE AT ST. JUDE, ASSESSING LATE EFFECTS OF CANCER THERAPY ON PEDIATRIC CANCER SURVIVORS. INFORMATION FROM THESE STUDIES WILL BE USED TO DEFINE RISK GROUPS FOR VARIOUS LATE EFFECTS AND ASSESS INTERVENTIONS.THE RARITY OF PEDIATRIC CANCERS AND OUR UNIQUE POSITION AS A NATIONAL RESOURCE FOR THE RESEARCH AND TREATMENT OF CANCER MEANS THAT OUR REACH IS EXTENSIVE, INCLUDING LOCAL, REGIONAL, NATIONAL, AND INTERNATIONAL LEVELS. MANY OF OUR INITIATIVES ARE DESIGNED TO IMPACT PEDIATRIC CANCER TREATMENT ON A GLOBAL SCALE. THE NATIONAL COMPREHENSIVE CANCER NETWORK (NCCN), A NOT-FOR-PROFIT ALLIANCE OF 26 OF THE WORLD'S LEADING CANCER CENTERS, IS DEDICATED TO IMPROVING THE QUALITY, EFFECTIVENESS AND EFFICIENCY OF CARE PROVIDED TO PATIENTS WITH CANCER (WWW.NCCN.ORG). ST. JUDE, A NCCN MEMBER IN COLLABORATION WITH THE UNIVERSITY OF TENNESSEE HEALTH SCIENCE CENTER/THE WEST CLINIC, PARTICIPATES IN A NUMBER OF THE VARIOUS COMMITTEES AND GUIDELINES PANELS THAT WORK TOWARD THE GOAL OF IMPROVING THE QUALITY AND EFFECTIVENESS OF CARE PROVIDED TO PATIENTS WITH CANCER. THE NCCN GUIDELINES HAVE BECOME THE MOST WIDELY USED GUIDELINES IN ONCOLOGY PRACTICE AND HAVE BEEN REQUESTED BY CANCER CARE PROFESSIONALS IN MORE THAN 115 COUNTRIES.ACCORDING TO THE AMERICAN CANCER SOCIETY, INDIVIDUALS WITH LOWER SOCIOECONOMIC STATUS HAVE HIGHER CANCER INCIDENCE RATES BECAUSE OF ENGAGING IN LIFESTYLE BEHAVIORS THAT INCREASE CANCER RISK. (FOOTNOTE 1). THE ST. JUDE CANCER EDUCATION FOR CHILDREN PROGRAM IS A LOCAL COMMUNITY EFFORT THAT USES EDUCATION AND POSITIVE REINFORCEMENT TO PROMOTE HEALTHY LIFESTYLE CHOICES THAT CAN HELP CHILDREN REDUCE THEIR RISK OF CANCER IN ADULTHOOD. EDUCATIONAL COMPONENTS OF THE PROGRAM SPECIFICALLY ADDRESS OBESITY, NUTRITION, SMOKING, AND SUN EXPOSURE, IMPORTANT ISSUES IN PROMOTING CHILDHOOD HEALTH AND PRIMARY CANCER PREVENTION. THE PROGRAM DEVELOPMENT IS OVERSEEN BY A MULTIDISCIPLINARY TEAM COMPOSED OF ST. JUDE FACULTY AND STAFF, LOCAL EDUCATORS, AND LOCAL HEALTH EXPERTS WHO WORK TOGETHER TO ENSURE THAT THE CONTENT ACHIEVES THE GOALS OF THE PROGRAM WHILE ALIGNING TO STATE AND NATIONAL EDUCATION STANDARDS. DURING THE 2014-2015 SCHOOL YEAR, THE SCHOOL OUTREACH TEAM WORKED WITH 21 EDUCATORS FROM 18 SCHOOLS AND 1 COMMUNITY ORGANIZATION IN THE MEMPHIS AREA TO DELIVER THE PROGRAM TO OVER 1600 K-12 STUDENTS. IMPORTANTLY, ONE THIRD OF THE SCHOOLS THAT PARTICIPATED IN THE PROGRAM WERE TITLE I FUNDED BECAUSE OF THE HIGH PERCENTAGE OF CHILDREN ENROLLED FROM LOW SOCIOECONOMIC FAMILIES.HEMATOLOGYTHE GEOGRAPHIC CATCHMENT AREA FOR ST. JUDE ENCOMPASSES 21 COUNTIES IN WESTERN TENNESSEE INCLUDING MEMPHIS, AND AREAS IN EAST ARKANSAS, NORTH MISSISSIPPI, AND A FEW COUNTIES IN MISSOURI. MORE THAN 70,000 PEOPLE IN THE UNITED STATES HAVE SICKLE CELL DISEASE (SCD), AND IT IS ESTIMATED THAT MORE THAN 1 MILLION PEOPLE WORLDWIDE SUFFER FROM THE DISEASE. IT IS THE MOST FREQUENT GENETIC BLOOD DISORDER IN THE WORLD. ST. JUDE HAS ONE OF THE LARGEST PEDIATRIC SCD PROGRAMS IN THE COUNTRY AND PROVIDES COMPREHENSIVE TREATMENT AND EDUCATION TO ABOUT 900 CHILDREN WITH SCD IN THE GEOGRAPHIC CATCHMENT AREA. SCD IS DIAGNOSED BY STATE-WIDE NEWBORN SCREENING IN ALL 50 STATES. ST. JUDE HAS A PARTNERSHIP WITH NEWBORN SCREENING PROGRAMS IN TN AND MS THAT ENSURES A STABLE RELATIONSHIP AMONG PARENTS, PATIENTS, PRIMARY CARE PROVIDERS. ABOUT 50 NEWBORNS WITH SCD ARE IDENTIFIED EACH YEAR IN OUR GEOGRAPHIC CATCHMENT AREA. OUR SCD INFANT TODDLER PROGRAM CONTACTS AND ACCEPTS ALL CHILDREN DIAGNOSED WITH THE DISEASE TO ITS COMPREHENSIVE CARE SERVICE. ADDITIONALLY, ST. JUDE PROVIDES TRAIT COUNSELING SERVICE TO ALL INFANTS BORN WITH SICKLE CELL TRAIT TO 21 COUNTIES IN WESTERN TN. ST. JUDE PROVIDES CONFIRMATORY TESTING, EDUCATION AND COMPREHENSIVE CARE AND FOLLOW-UP THROUGHOUT CHILDHOOD FOR CHILDREN WITH SCD DISEASE. FROM BIRTH TO AGE 18 YEARS, PATIENTS ARE CLINICALLY EVALUATED AT LEAST EVERY 6 MONTHS, RECEIVE EDUCATION AND MULTI-DISCIPLINARY SERVICES ACCORDING TO STANDARDIZED TREATMENT AND EDUCATION GUIDELINES. SERVICES ALSO INCLUDE COMMUNITY OUTREACH AND EDUCATION OF THE LOCAL COMMUNITY. ST. JUDE HAS ESTABLISHED A FORMAL TRANSITION PROGRAM TO ADULT CARE FOR PATIENTS WITH SCD AND PROVIDES SUPPORT TO PATIENTS AND FAMILIES THROUGHOUT THE TRANSITION PROCESS BY WORKING CLOSELY WITH THE ADULT SCD PROGRAMS AT METHODIST UNIVERSITY HOSPITAL AND REGIONAL ONE HOSPITAL. THE SCD PROGRAM AT ST. JUDE CLOSELY COLLABORATES WITH SEVERAL FEDERALLY QUALIFIED HEALTH CARE CENTERS, WITH COMMUNITY PRIMARY CARE PHYSICIANS, LATINO MEMPHIS (THE LARGEST HISPANIC SOCIAL AGENCY IN TENNESSEE), WITH THE SICKLE CELL FOUNDATION OF TENNESSEE (A COMMUNITY-BASED SCD ORGANIZATION), AND WITH REGIONAL SCD PROVIDERS TO ENSURE A MEDICAL HOME AND ADEQUATE SOCIAL SUPPORT FOR ALL SCD PATIENTS IN THE AREA. ST. JUDE ASSESSES PATIENT NEEDS THROUGH PARENT AND PATIENT SURVEYS, INTER-ACTIVE EDUCATION, MATERIALS REVIEW, AND THROUGH GROUP DISCUSSIONS WITH PARENTS AND PATIENTS.ST. JUDE ALSO PROVIDES CLINICAL SERVICES FOR APPROXIMATELY 800 CHILDREN PER YEAR WITH OTHER NON-MALIGNANT HEMATOLOGICAL DISORDERS THROUGH A STRONG RELATIONSHIP WITH LOCAL COMMUNITY PHYSICIANS. ALL CHILDREN FROM THE GEOGRAPHIC CATCHMENT AREA OF ST. JUDE (AS OUTLINED ABOVE) WITH ILLNESSES SUCH AS HEMOPHILIA, APLASTIC ANEMIA, THROMBOSIS, THALASSEMIA, SPHEROCYTOSIS, AND IMMUNE THROMBOCYTOPENIC PURPURA AND OTHER NON-MALIGNANT HEMATOLOGIC DISORDERS ARE REFERRED TO AND RECEIVE STATE-OF THE-ART CARE FROM ST. JUDE PHYSICIANS AND MEDICAL STAFF. ST. JUDE IS ONE OF A SELECT GROUP OF FEDERALLY RECOGNIZED PEDIATRIC HEMOPHILIA TREATMENT CENTERS AND PROVIDES STATE-OF-THE-ART COMPREHENSIVE CARE TO APPROXIMATELY 300 CHILDREN WITH BLEEDING AND THROMBOSIS DISORDERS.(NOTE: THIS NARRATIVE FOR PART VI, LINE 2 CONTINUED BELOW.)-SEE PAGE 83/116
PART VI, LINE 3: AS NOTED IN PART I, LINE 3C, NO FAMILY EVER PAYS ST. JUDE FOR TREATMENT. IN ADDITION, ST. JUDE PROVIDES AN UNPARALLED LEVEL OF SUPPORT SERVICES AT NO COST TO FAMILIES. WE ALSO HAVE PROGRAMS TO ASSIST FAMILIES IN ENROLLING IN VARIOUS PUBLIC ASSISTANCE PROGRAMS FOR WHICH THEY MAY QUALIFY, INCLUDING BUT NOT LIMITED TO TENNCARE/MEDICAID, COVER KIDS, CHIPS AND SOCIAL SECURITY. DOING SO ENSURES AN APPROPRIATE SAFETY NET SHOULD THE FAMILY SEEK TREATMENT OUTSIDE OF ST. JUDE AND IT ALLOWS US TO BE GOOD STEWARDS OF DONOR DOLLARS. WE UTILIZE AN OUTSIDE CONTRACTOR TO PROVIDE APPLICATION ASSISTANCE. THE HOSPITAL'S FINANCIAL ASSISTANCE POLICY IS POSTED ON WWW.STJUDE.ORG. THE POLICY IS COMMUNICATED IN ENGLISH AND SPANISH. FOR FAMILIES SPEAKING OTHER LANGUAGES, WE UTILIZE ONSITE INTERPRETER SERVICES AND/OR PROFESSIONAL CONTRACTED TRANSLATION SERVICES.
PART VI, LINE 4: THE COMMUNITY SERVED BY ST. JUDE CAN BEST BE DEFINED BY UNDERSTANDING ST. JUDE'S PATIENT POPULATION AND SCOPE OF CLINICAL SERVICES. ST. JUDE IS A SPECIALTY HOSPITAL THAT TREATS PEDIATRIC CANCER AND BLOOD DISORDERS, AND CHILDREN AND ADOLESCENTS WITH HIV INFECTION. IT SERVES AS A NATIONAL REFERRAL CENTER FOR CHILDREN WITH CANCER AS WELL AS A LOCAL REFERRAL CENTER FOR CHILDREN WITH CANCER, BLOOD DISORDERS, AND HIV/AIDS. ST. JUDE ONLY ADMITS CHILDREN WITH THESE DIAGNOSES AND DOES NOT OFFER MEDICAL SERVICES BEYOND THOSE NECESSARY TO CARE FOR CHILDREN WITH THESE DISEASES. ST. JUDE DOES NOT HAVE AN EMERGENCY ROOM. ABOUT 8,200 ACTIVE PATIENTS ARE SEEN AT ST. JUDE YEARLY, MOST OF WHO ARE ENROLLED ON CLINICAL TRIALS FOR NEW TREATMENTS DEVELOPED BY ST. JUDE AND WHO ARE TREATED ON A CONTINUOUS OUTPATIENT BASIS. THE HOSPITAL IS LICENSED FOR 80 INPATIENT BEDS FOR PATIENTS REQUIRING HOSPITALIZATION DURING TREATMENT. IT SHOULD BE NOTED THAT ST. JUDE HAS DEVELOPED UNIQUE RESOURCES THAT ALLOW A SIGNIFICANT PORTION OF PATIENTS TO BE TREATED AS OUTPATIENTS WHO MAY HAVE BEEN ADMITTED AS INPATIENTS AT MOST HOSPITALS. THIS IS ACCOMPLISHED THROUGH PATIENT HOUSING DEDICATED SOLELY TO ST. JUDE PATIENT FAMILIES (CAPACITY FOR 996 PATIENTS/FAMILY MEMBERS) DESIGNED WITH INFECTION CONTROL MEASURES SUCH AS HEPA AIR FILTRATION, INFECTION-RESISTANT SURFACES AND OTHER MEDICAL SAFEGUARDS. THE HOSPITAL'S OUTREACH INCLUDES THE LOCAL MARKET, AFFILIATE INSTITUTIONS, OTHER AREAS OF THE UNITED STATES/U.S. TERRITORIES, AND THE INTERNATIONAL COMMUNITY. THE LOCAL MARKET ENCOMPASSES MEMPHIS, TENNESSEE AND THE SURROUNDING GEOGRAPHIC AREA WITH APPROXIMATELY 24% OF NEW ONCOLOGY PATIENTS RESIDING WITHIN THIS AREA.FY15 NEW CANCER PATIENTSPATIENT ORIGIN % OF TOTALMEMPHIS, TN AND SURROUNDING AREA 24%AFFILIATE 32%NATIONAL (OTHER AREAS OF U.S.) 37%INTERNATIONAL 7%GRAND TOTAL 100% THE ST. JUDE AFFILIATE PROGRAM (AP) IS A NETWORK OF SEVEN AFFILIATED PEDIATRIC HEMATOLOGY/ONCOLOGY CLINICS IN THE U.S., ALLOWING ST. JUDE TO EXTEND CARE AND BENEFITS TO MORE CHILDREN AND INCREASE THE NUMBER OF CHILDREN ABLE TO BE TREATED ON ST. JUDE CLINICAL TRIALS. THE PHYSICIANS AND STAFF AT THESE SITES WORK IN COLLABORATION WITH THE STAFF AT ST. JUDE TO DELIVER PROTOCOL RELATED CARE OR EVIDENCE BASED TREATMENT WHEN NOT PARTICIPATING IN A TRIAL TO PEDIATRIC HEMATOLOGY-ONCOLOGY PATIENTS, SO THAT PATIENTS CAN RECEIVE CARE CLOSER TO HOME. AFFILIATES ARE CURRENTLY LOCATED IN BATON ROUGE LA, CHARLOTTE NC (AFFILIATION BEGAN APRIL 2015) HUNTSVILLE AL, JOHNSON CITY TN, PEORIA IL, SHREVEPORT LA, AND SPRINGFIELD MO. THE AFFILIATES' ENROLLMENT OF PATIENTS ON ST. JUDE CLINICAL TRIALS HELPS ST. JUDE FIND CURES FASTER AND SAVE MORE CHILDREN. ST. JUDE PROVIDES FINANCIAL SUPPORT FOR CLINICAL OPERATIONS TO ENSURE EXCELLENT QUALITY OF CARE THAT MEETS ST. JUDE PROTOCOL GUIDELINES AND TO PROVIDE PATIENT ASSISTANCE. THE AP AND OTHER STAFF ASSIST THE AFFILIATES IN THE DEVELOPMENT OF NEW PEDIATRIC HEMATOLOGY-ONCOLOGY PROGRAMS; PROVIDE MONITORING AND CONSULTATION TO IMPROVE PATIENT CARE AND CLINICAL PROCESSES FOR THE AFFILIATE CLINIC AND CHILDREN'S HOSPITAL; AND PROVIDE NUMEROUS EDUCATIONAL OFFERINGS AND MENTORING FOR AFFILIATE STAFF. IN ADDITION, ST. JUDE HAS MANY PROCESSES TO ENSURE GOOD CONTINUITY OF CARE BETWEEN THE AFFILIATES AND ST. JUDE. THE AFFILIATES' CLINICAL RECORDS FOR SHARED PATIENTS ARE AVAILABLE IN ST. JUDE MEDICAL RECORDS AND EVERY AFFILIATE HAS ACCESS TO ST. JUDE ELECTRONIC MEDICAL RECORDS OF SHARED PATIENTS. THE AFFILIATES ALSO HAVE ACCESS TO ALL ELECTRONIC RESOURCES, E.G., PATIENT EDUCATION MATERIALS, RESEARCH PROTOCOLS, CLINICAL GUIDELINES AND RESOURCES; EVERYTHING ON THE ST. JUDE INTRANET. IN ADDITION TO ASSISTING THE AFFILIATES, ST. JUDE PROVIDES CONSULTATION SERVICES FOR MORE THAN 3000 NATIONAL AND 700 INTERNATIONAL PHYSICIAN REQUESTS. FOR FY15 PATIENT CONSULTATIONS BY CONTINENT TOTALED 3,761 AS FOLLOWS:CONTINENT NUMBER OF PATIENTS CONSULTATIONSNORTH AMERICA 3,213SOUTH AMERICA 93EUROPE 137AFRICA 35ASIA 232AUSTRALIA 34UNKNOWN LOCATION 17TOTAL 3,761ST. JUDE ALSO OPERATES AN INTERNATIONAL OUTREACH PROGRAM (IOP) AIMED AT IMPROVING SURVIVAL RATES OF CHILDREN WITH CANCER AND OTHER CATASTROPHIC DISEASES WORLDWIDE. ST. JUDE ACCOMPLISHES THIS BY SHARING KNOWLEDGE, TECHNOLOGY AND ORGANIZATIONAL SKILLS, IMPLEMENTING NEW APPROACHES TO TREAT PEDIATRIC CANCER GLOBALLY, AND GENERATING INTERNATIONAL NETWORKS COMMITTED TO ERADICATING CANCER IN CHILDREN. THERE ARE AN ESTIMATED 175,000 NEWLY DIAGNOSED CASES OF CHILDHOOD CANCER WORLDWIDE EACH YEAR, AND 84% OCCUR IN LOW- AND MIDDLE-INCOME COUNTRIES. CANCER IS EMERGING AS A MAJOR CAUSE OF CHILDHOOD DEATH IN ALL DEVELOPING COUNTRIES, REPLACING OTHER CAUSES OF CHILDHOOD MORTALITY (E.G. HIV, MALNUTRITION, INFECTIONS). DESPITE VAST IMPROVEMENTS IN THERAPY AND SURVIVAL IN HIGH-INCOME COUNTRIES OVER THE PAST 30 YEARS, AN ESTIMATED 60% DO NOT HAVE ACCESS TO ADEQUATE DIAGNOSIS AND MODERN CARE. ST. JUDE STRIVES TO ADDRESS THE NEEDS OF THOSE CHILDREN IN COUNTRIES THAT LACK SUFFICIENT RESOURCES AND HELP THEM MANAGE THEIR OWN BURDEN OF CASES EFFECTIVELY.WHILE SICK CHILDREN FROM AROUND THE WORLD HAVE TRAVELED TO OUR HOSPITAL IN MEMPHIS, RECEIVING TREATMENT IN THEIR OWN COUNTRIES IS MORE EFFICIENT AND LESS DISRUPTIVE FOR THEM AND THEIR FAMILIES. BECAUSE OF OUR INTERNATIONAL EFFORTS, WE ARE ABLE TO REACH FAR MORE CHILDREN THAN WOULD EVER BE ABLE TO COME TO MEMPHIS. A BASIC HEALTHCARE INFRASTRUCTURE IS NEEDED TO SUPPORT PEDIATRIC ONCOLOGY PROGRAMS, WHICH IN TURN FURTHER IMPROVES THE DEVELOPMENT OF BASIC HEALTHCARE. AT THE LOCAL LEVEL, THE IOP DEVELOPS PARTNERSHIPS WITH MEDICAL INSTITUTIONS AND FUND-RAISING ORGANIZATIONS AND FACILITATES THE INVOLVEMENT OF OTHER AND GOVERNMENT ORGANIZATIONS TO SUPPORT KEY PROGRAMS AND THE EDUCATION OF LOCAL PERSONNEL. AT THE REGIONAL LEVEL, THE IOP DEVELOPS PROGRAMS THROUGH THE USE OF TECHNOLOGY AND FOSTERS REGIONAL AND INTERNATIONAL COLLABORATIONS WITH OTHER PEDIATRIC MEDICAL INSTITUTIONS. THE PRIMARY GOAL IS TO DEVELOP LOCAL AND REGIONAL SELF-SUFFICIENCY. THIS MODEL RESULTS IN SIGNIFICANT OVERALL IMPROVEMENT IN HEALTHCARE FACILITIES, THE LEVEL OF PRACTICE, THE CONFIDENCE OF HEALTHCARE PROVIDERS, AND LOCAL COMMUNITY INVOLVEMENT. ST. JUDE EMPHASIZES THE BUILDING OF REGIONAL EXPERTISE AND DIAGNOSTIC CAPABILITIES, WHICH PROVIDE A CRITICAL MASS OF PROFESSIONALS WHO CONTINUALLY LEARN FROM AND ASSIST EACH OTHER. COST EFFICIENCY IS ALSO REALIZED BECAUSE OF SHARED RESOURCES.ST. JUDE HAS PARTNERSHIPS WITH 24 MEDICAL INSTITUTIONS (AND THEIR SUPPORTING FOUNDATIONS) ACROSS 17 DIFFERENT COUNTRIES-BRAZIL, CHILE, CHINA, COSTA RICA, DOMINICAN REPUBLIC, ECUADOR, EL SALVADOR, GUATEMALA, HAITI, HONDURAS, JORDAN, LEBANON, MEXICO, MOROCCO, NICARAGUA, PHILIPPINES, VENEZUELA. ST. JUDE WORKS WITH ITS PARTNERS TO DEVELOP EVIDENCED-BASED TREATMENT PROTOCOLS TAILORED TO REGIONAL NEEDS AND RESOURCES. ADDITIONALLY, ST. JUDE PHYSICIANS AND NURSES SERVE AS MENTORS TO CLINICAL PERSONNEL AT PARTNER SITES, PROVIDE LOCAL AND ONLINE TRAINING FOR ONCOLOGY CARE, DIAGNOSIS, AND SUPPORTIVE CARE, AND PARTICIPATE IN ONLINE MEETINGS TO DISCUSS CLINICAL CARE BEST PRACTICES. THE MAJORITY OF ONLINE MEETINGS HELD AND TRAINING PROVIDED IS VIA ST. JUDE'S WEB-BASED PLATFORM, ST. JUDE CURE4KIDS(TM), A FREE RESOURCE FOR ALL GLOBAL PEDIATRIC ONCOLOGY PROFESSIONALS, REGARDLESS OF THEIR AFFILIATION WITH ST. JUDE OR ITS PARTNERS. FINALLY, ST. JUDE PARTNERS WITH LOCAL FUNDRAISING ORGANIZATIONS THAT SUPPORT THE MEDICAL PROGRAMS. THIS MODEL HAS PROVEN TO BE HIGHLY EFFECTIVE IN PROVIDING POOR CHILDREN IN DEVELOPING COUNTRIES ACCESS TO MODERN TREATMENT AND CARE.ST. JUDE IS A RESEARCH ORGANIZATION, AND THERE ARE TIMES WHEN BASIC RESEARCH DISCOVERIES PERTAIN TO DISEASES THAT ARE BEYOND THE SCOPE OF DISEASES TREATED AS A PRIMARY DIAGNOSIS AT ST. JUDE.
PART VI, LINE 5: ST. JUDE CHILDREN'S RESEARCH HOSPITAL WAS OPENED IN 1962 BY ENTERTAINER DANNY THOMAS, WITH THE PURPOSE OF "IMPROVING CHILD HEALTH THROUGH RESEARCH IN BIOLOGY AND PEDIATRICS." OUR MISSION IS TO ADVANCE CURES, AND MEANS OF PREVENTION, FOR PEDIATRIC CATASTROPHIC DISEASES THROUGH RESEARCH AND TREATMENT. CONSISTENT WITH THE VISION OF OUR FOUNDER, NO CHILD IS DENIED TREATMENT BASED ON RACE, RELIGION OR A FAMILY'S ABILITY TO PAY. OUR VISION IS TO BE THE WORLD LEADER IN ADVANCING THE TREATMENT AND PREVENTION OF CATASTROPHIC DISEASES IN CHILDREN. THIS VISION IS PURSUED BY PROVIDING OUTSTANDING PATIENT CARE; BY CONDUCTING BASIC, TRANSLATIONAL AND CLINICAL RESEARCH DESIGNED TO ELUCIDATE BIOLOGICAL MECHANISMS, UNDERSTAND DISEASE PATHOGENESIS, IMPROVE DIAGNOSIS, ENHANCE TREATMENT OUTCOME, PREVENT DISEASES AND MINIMIZE ADVERSE CONSEQUENCES OF TREATMENT; AND BY EDUCATING HEALTHCARE AND SCIENTIFIC RESEARCH PROFESSIONALS. THROUGH THESE EFFORTS WE SEEK TO CURE AND ENHANCE THE QUALITY OF LIFE FOR AN INCREASING PROPORTION OF CHILDREN WHO COME TO US FOR TREATMENT, AND BY EXPANDING AND SHARING KNOWLEDGE, TO ADVANCE TREATMENT OF CHILDREN WITH CATASTROPHIC DISEASES WORLD-WIDE, WHILE DEVELOPING STRATEGIES TO PREVENT CATASTROPHIC DISEASES IN CHILDREN.ST. JUDE COMBINES LABORATORY AND CLINICAL RESEARCH TO ADVANCE THE CARE OF CHILDREN WITH CANCER AND OTHER CATASTROPHIC DISEASES. FOCUSING ON PROVIDING OUTSTANDING PATIENT CARE RESULTS IN RESEARCH FINDINGS THAT TRANSLATE INTO IMPROVED PATIENT OUTCOME. ST. JUDE HAS AN ACADEMIC FACULTY ENGAGED IN A BROAD SPECTRUM OF RESEARCH INCLUDING THERAPEUTIC TRIALS, INVESTIGATION OF DISEASE PATHOGENESIS AND DISCOVERY-ORIENTED BASIC RESEARCH.HOSPITAL OPERATIONS ARE OVERSEEN BY A BOARD OF GOVERNORS; THE MAJORITY ARE NEITHER EMPLOYEES NOR INDEPENDENT CONTRACTORS OF THE ORGANIZATION, NOR FAMILY MEMBERS THEREOF. RESEARCH ACTIVITIES ARE REVIEWED ANNUALLY BY A SCIENTIFIC ADVISORY BOARD COMPOSED OF INTERNATIONALLY PROMINENT PHYSICIANS AND SCIENTISTS.ST. JUDE CONTRIBUTED TO THE BUILDING OF A STATE-OF-THE ART NEUROSURGICAL FACILITY FOR TREATING PEDIATRIC PATIENTS IN THE SURROUNDING VICINITY AND ST. JUDE BRAIN TUMOR PATIENTS. THE FACILITY IS EQUIPPED WITH INTRA-OPERATIVE IMAGING EQUIPMENT (IMRI). WHEN PURCHASED, ONLY TWO NEUROSURGICAL FACILITIES IN THE UNITED STATES PROVIDED PATIENTS THIS LEVEL OF TREATMENT WHICH ALLOWS IMAGING TO TAKE PLACE DURING SURGICAL PROCEDURES. IMRI EQUIPMENT ALLOWS SURGEONS TO MAKE INFORMED DECISIONS DURING THE SURGERY. LIVE WEB CASTS ALLOW OTHERS TO VIEW PROCEDURES. OUR ASSISTANCE WITH THIS FACILITY HELPS ASSURE THAT CHILDREN IN THE AREA HAVE ACCESS TO THE BEST NEUROSURGICAL TREATMENT AVAILABLE.ST. JUDE COMPLETED THE FIRST PHASE OF THE PEDIATRIC CANCER GENOME PROJECT IN JANUARY 2013--A COLLABORATION WITH WASHINGTON UNIVERSITY TO FIND CLUES TO THE CAUSES OF CHILDHOOD CANCER AND POTENTIAL NEW TREATMENTS AND CURES. THE PROJECT HAS RESULTED IN GROUND-BREAKING DISCOVERIES IN A NUMBER OF DIFFERENT AGGRESSIVE CHILDHOOD CANCERS INCLUDING RETINOBLASTOMA, MEDULLOBLASTOMA, NEUROBLASTOMA, DIFFUSE INTRINSIC PONTINE GLIOMA, TWO AGGRESSIVE FORMS OF LEUKEMIA AND LOW-GRADE GLIOMAS. IN DECEMBER 2012, THE PEDIATRIC CANCER GENOME PROJECT WAS RECOGNIZED AS ONE OF TIME MAGAZINE'S TOP 10 MEDICAL BREAKTHROUGHS AND, IN 2013, AS ONE OF TIME MAGAZINE'S TOP 100 NEW SCIENTIFIC DISCOVERIES. THE PCGP RECENTLY LAUNCHED PHASE 2 OF THE PROJECT, A TWO-YEAR, $30 MILLION ENDEAVOR THAT WILL EXAMINE THE CANCER SAMPLES FROM 300 CHILDREN AND FOCUS ON DEFINING MUTATIONS THAT CONTRIBUTE TO TUMOR FORMATION, CHARACTERIZING THE STATE OF THE CANCER CELL'S EPIGENOME AND DESCRIBE HOW IT DIFFERS FROM WHAT IS SEEN IN THE NORMAL CELLS. THE SECOND PHASE ALSO INCLUDES A CLINICAL GENOMICS PROJECT CALLED GENOMES FOR KIDS THAT WILL INVOLVE NEXT-GENERATION SEQUENCING FOR EVERY CHILD WITH CANCER WHO WALKS THROUGH THE DOORS AT ST. JUDE. WHEN PHASE 2 IS COMPLETE, ST. JUDE HOPES TO HAVE A MODEL FOR HOW TO EXTEND GENOME SEQUENCING TO EVERY CHILDHOOD CANCER PATIENT IN THE UNITED STATES. FROM ITS BEGINNINGS IN 2010, THE PCGP IS THE LARGEST, BROADEST, PRIVATELY FUNDED SEQUENCING PROJECT FOR CHILDREN WITH CANCER AND NOW HAS SEQUENCED MORE THAN 700 MATCHED PAIRS OF TUMOR AND HEALTHY GENOMES FROM YOUNG PATIENTS. THE PCGP HAS PROVIDED NEW DETAILS ABOUT THE MUTATIONS THAT UNDERLIE THE DEVELOPMENT AND GROWTH OF A RANGE OF CHILDHOOD CANCERS, AND HAS LAID THE FOUNDATION FOR IMPROVED DIAGNOSTIC TESTING AND THE NEXT GENERATION OF MORE EFFECTIVE, LESS TOXIC THERAPIES. THE PROJECT HAS LED TO NEW DIRECTIONS IN RESEARCH INVOLVING HIGH-RISK LEUKEMIA, BRAIN AND SOLID TUMORS AS WELL AS NEW COMPUTATIONAL METHODS THAT HAVE BEEN SHARED FOR FREE WITH THE GLOBAL SCIENTIFIC COMMUNITY.THE CYCLOTRON (PARTICLE ACCELERATOR) AT ST. JUDE ENABLES RESEARCHERS TO TRACK THE GROWTH OF CANCER CELLS, PINPOINT THE PRODUCTION OF NEW DNA BY TUMOR CELLS AND STUDY THE HEARTS OF ADULT PATIENTS RETURNING TO ST. JUDE FOR LIFETIME FOLLOW-UP. THE CYCLOTRON HELPS RESEARCHERS BETTER UNDERSTAND CHILDHOOD CANCER BY ENABLING THEM TO PRODUCE NEW, VERY SHORT-ACTING TRACERS.ST. JUDE UTILIZES THE SERVICES OF CHILDREN'S GMP, LLC (OF WHICH ST. JUDE IS THE SOLE MEMBER). CHILDREN'S GMP, LLC MANAGES AND OPERATES A GOOD MANUFACTURING PRACTICE (GMP) FACILITY WHICH ENGAGES IN THE PRODUCTION OF BIOLOGICS AND DRUGS FOR RESEARCH. THE GMP OFFERS RESOURCES TO STUDY RARE DISEASES OVERLOOKED BY PHARMACEUTICAL COMPANIES BECAUSE THERE IS LITTLE PROFIT IN MANUFACTURING DRUGS FOR LESSER KNOWN DISEASES. THE FACILITY, OPERATING ACCORDING TO APPROVED FDA STANDARDS, ALLOWS DOCTORS TO TAILOR TREATMENTS SPECIFICALLY FOR AN INDIVIDUAL CHILD.THE CELL AND TISSUE IMAGING CENTER INCLUDES ELECTRON MICROSCOPY AND LIGHT MICROSCOPY. THE FACILITY PROVIDES INVESTIGATORS ACCESS TO TRANSMISSION ELECTRON MICROSCOPY, CONFOCAL LASER SCANNING MICROSCOPY, MULTIPHOTON MICROSCOPY, IMAGE ANALYSIS, CELL MICROINJECTION AND LIVE CELL IMAGING. THE FEI TECNAI 20 200KV FEG ELECTRON MICROSCOPE, WHICH CAN MAGNIFY AN OBJECT 700,000 TIMES, IS AT THE HEART OF THIS PROGRAM. THE ELECTRON MICROSCOPE INSTRUMENT IS ONE OF ONLY 200 OF ITS TYPE IN THE WORLD. THIS TECHNOLOGY ALLOWS RESEARCHERS TO GET A CLOSER LOOK AT CANCER TO BETTER UNDERSTAND HOW IT GROWS AND SPREADS AND RESPONDS TO THERAPY. USING THE ELECTRON MICROSCOPE, RESEARCHERS LEARN HOW CANCER CELLS BREAK AWAY FROM THE TUMOR AND SPREAD THROUGHOUT THE BODY.CONSTRUCTION OF A NEW PATIENT CARE AND RESEARCH BUILDING ON THE ST. JUDE CAMPUS IS UNDERWAY. THE FACILITY WILL HOUSE PROTON BEAM RADIATION THERAPY TECHNOLOGY DESIGNED TO DELIVER RADIATION THERAPY FOR TREATING CHILDREN WITH BRAIN TUMORS AND SEVERAL OTHER CHILDHOOD CANCERS. PROTON THERAPY IS FAR LESS DAMAGING TO SURROUNDING HEALTHY TISSUE THAN OTHER CURRENT RADIATION THERAPIES. THIS EQUIPMENT WILL ENABLE ST. JUDE TO PROVIDE THIS THERAPY IN A MORE INTEGRATED MANNER TO OUTPATIENTS AND ALLOW OUR RADIATION ONCOLOGISTS TO LEAD THE DEVELOPMENT OF NEW TREATMENTS WITH PROTONS. CURRENTLY THERE ARE NO OTHER PROTON THERAPY CENTERS IN THE WORLD DEDICATED SOLELY TO THE TREATMENT OF CHILDREN.TO FURTHER PALLIATIVE SERVICES IN THE COMMUNITY, ST. JUDE PARTICIPATED WITH LE BONHEUR CHILDREN'S HOSPITAL IN DEVELOPING THE QUALITY OF LIFE FOR ALL KIDS PALLIATIVE PROGRAM FOR SERIOUSLY ILL CHILDREN. HOSPICE STAFF, BOTH IN THE HOME AND IN THE HOSPICE RESIDENCE, PROVIDES INTERDISCIPLINARY CARE TO CHILDREN THROUGHOUT THE ILLNESS TRAJECTORY AND CONCURRENT THERAPIES.ST. JUDE ADMINISTRATIVE LEADERS AND FACULTY MEMBERS OF THE DEPARTMENT OF PHARMACEUTICAL SCIENCES HAVE BEEN AT THE FOREFRONT OF BRINGING NATIONAL ATTENTION TO THE PEDIATRIC CANCER DRUG SHORTAGE TOPIC, ACTIVELY ENGAGING REGULATORY AND LEGISLATIVE BODIES TO UNDERSTAND THE IMPACT THESE DRUG SHORTAGES HAVE ON PEDIATRIC CARE AND RESEARCH. PRESENTATIONS OR WRITTEN TESTIMONY HAVE BEEN PROVIDED TO THE FDA CENTER FOR DRUG EVALUATION AND RESEARCH WORKSHOP, TWO SENATE HEARINGS, AND HEALTH SUBCOMMITTEE OF THE HOUSE COMMITTEE ON ENERGY AND COMMERCE. ST. JUDE FOCUSES ON EDUCATING AND TRAINING THE NEXT GENERATION OF DOCTORS, NURSES, RESEARCHERS AND ACADEMIC LEADERS. FROM PROGRAMS FOR HIGH SCHOOL STUDENTS TO THE POST-DOCTORAL LEVEL, THE HOSPITAL PLAYS A MAJOR ROLE IN PREPARING FUTURE LEADERS OF SCIENCE AND MEDICINE. IN ADDITION TO ONSITE EDUCATION, THE INTERNATIONAL OUTREACH PROGRAM PROVIDES AN EDUCATION AND COLLABORATION WEB SITE, CURE4KIDSTM (WWW.CURE4KIDS.ORG). (NOTE: THIS NARRATIVE FOR PART VI, LINE 5 IS CONTINUED BELOW.)- SEE PAGE 86/116
PART VI, LINE 2 (CONTINUATION FROM PAGE 72/116) IN ADDITION TO PROVIDING AND CONTINUOUSLY IMPROVING STANDARDIZED CARE TO THESE PATIENT POPULATIONS, ST. JUDE HEMATOLOGY DEDICATES A SIGNIFICANT AMOUNT OF RESOURCES TO CLINICAL, TRANSLATIONAL, AND BASIC RESEARCH TO IMPROVE SURVIVAL AND DECREASE MORBIDITY OF CHILDREN WITH NON-MALIGNANT CHRONIC BLOOD DISEASES. MOST PATIENTS PARTICIPATE IN RESEARCH STUDIES, WHICH HAVE RESULTED IN MAJOR IMPROVEMENTS IN CLINICAL CARE. FOR EXAMPLE, RECENT RESULTS FROM THE BABY HUG TRIAL SHOWED THAT DAILY ORAL HYDROXYUREA IS SAFE AND EFFECTIVE FOR INFANTS AND YOUNG CHILDREN WITH SCD, WHICH LED TO THE RECOMMENDATION OF ITS GENERAL USE IN THIS SUBPOPULATION. ALSO, IN A FIRST-IN-MAN TRIAL, ST. JUDE HEMATOLOGY SHOWED THE SAFETY AND EFFICACY OF A NOVEL GENE TRANSFER AGENT CARRYING THE FACTOR IX GENE FOR TREATMENT OF HEMOPHILIA B; ALL TEN ADULT PARTICIPANTS WITH SEVERE HEMOPHILIA B HAD NO SERIOUS UNEXPECTED SIDE EFFECTS AND ALL PARTICIPANTS SHOWED AN INCREASE IN FACTOR IX LEVELS LEADING TO A SUBSTANTIAL REDUCTION IN THEIR BLEEDING TENDENCY. FUTURE EFFORTS WILL CONTINUE TO FOCUS ON FINDING VIABLE CURES AND/OR TREATMENTS TO PREVENT COMPLICATIONS IN CHILDREN WITH SCD AND OTHER NON-MALIGNANT, CHRONIC HEMATOLOGIC DISEASES.HIVTHE COMPREHENSIVE HIV CARE AND PREVENTION PROGRAM FOR CHILDREN AND YOUTH AT ST. JUDE CHILDREN'S RESEARCH HOSPITAL (SJCRH) WAS INITIATED IN 1987. LOCATED IN MEMPHIS, TN AND COLLABORATIVE AFFILIATIONS AT THE UNIVERSITY OF TN HEALTH SCIENCE CENTER, THE PROGRAM SERVES IN AN AREA OF THE COUNTRY WHICH HAS BEEN PARTICULARLY AFFECTED BY THE HIV EPIDEMIC, ESPECIALLY AMONG YOUTH.SINCE ITS BEGINNING, THE HIV CLINICAL AND RESEARCH PROGRAM AT ST. JUDE HAS SERVED INFANTS, CHILDREN, ADOLESCENTS AND YOUNG ADULTS (BIRTH THROUGH 24 YEARS OF AGE) BY PROVIDING COMPREHENSIVE MEDICAL CARE, CASE MANAGEMENT SERVICES, A FULL PHARMACY, PATIENT ADVOCACY, PSYCHOSOCIAL, AND SPIRITUAL SUPPORT FOR PATIENTS AND THEIR FAMILIES. THE SERVICES INCLUDE AN ONSITE DYSPLASIA CLINIC SETUP FOR HIGH RESOLUTION ANOSCOPY AND COLPOSCOPY. THE ADOLESCENT MEDICINE TRIALS NETWORK (ATN)-SPONSORED NATIONAL PROJECT, CONNECT TO PROTECT (C2P), HAS BEEN A MAJOR CONTRIBUTION TO THE STRONG COMMUNITY TIES THAT THE ST. JUDE HIV CARE AND PREVENTION PROGRAM HAS ESTABLISHED AND STRENGTHENED OVER THE PAST NINE YEARS. THE COALITION, THROUGH ITS WORK TO DEVELOP SUSTAINABLE POLICIES, PROGRAMS AND PRACTICES FOR THE SOLE PURPOSE OF REDUCING THE NUMBER OF INFECTED INDIVIDUALS IN VULNERABLE POPULATIONS; INCLUDES 25 PARTNERS REPRESENTING A RICH AND DIVERSE MIX OF INDIVIDUALS FROM VARIOUS SECTORS IN MEMPHIS. THIS UNIQUE MOBILIZATION OF COMMUNITY RESOURCES ALLOWS FOR THE EXECUTION OF AN AGGRESSIVE PREVENTION STRATEGY PURPOSED TO REDUCE THE RATES OF HIV/AIDS THROUGH ADVOCACY, AWARENESS AND EVIDENCED-BASED INTERVENTIONS. THESE STRATEGIC PARTNERSHIPS (I.E., THE LOCAL HEALTH DEPARTMENT, FAITH AND COMMUNITY BASED ORGANIZATIONS, HEALTH CARE ORGANIZATIONS) HAVE ALLOWED FOR SHARED RESPONSIBILITY IN THE TRANSFORMATION OF THE COMMUNITY. THIS HAS BEEN ESPECIALLY IMPORTANT TO ENSURE EFFORTS TO CREATE NEW POLICIES, PRACTICES AND PROGRAMS, A TOTAL OF 44 TO DATE, ARE DEVELOPED IN A MANNER THAT GUARANTEES SUSTAINABILITY AND IMPACTS HIV ACQUISITION AND TRANSMISSION. WORKING TO ALIGN THE STRATEGIC PLAN WITH THE HIV CONTINUUM OF CARE THAT SPECIFICALLY ADDRESSES YOUTH BARRIERS TO TESTING, SURVEILLANCE REPORTING AND LINKAGE OF NEWLY DIAGNOSED HIV+ YOUTH TO MEDICAL CARE IN RESOURCE POOR COMMUNITIES HAS BEEN A STRONG ASSET TO OUR COMMUNITY INFRASTRUCTURE. THROUGH DATA OBTAINED FROM THE STRATEGIC MULTISITE INITIATIVE FOR LINKAGE AND ENGAGEMENT (SMILE) PROGRAM, COALITION MEMBERS FACILITATED DIALOGUE AND DISCUSSIONS WITH KEY STAKEHOLDERS, AND STRATEGIZED ON NEW POLICY AND PRACTICE CHANGES RELATED TO COMMONLY IDENTIFIED BARRIERS (DISCLOSURE, TIMELINES OF CONFIRMATORY TEST, MEDICATION/APPOINTMENT ADHERENCE). THIS HAS RESULTED IN APPROXIMATELY 96% (419/437) OF NEWLY DIAGNOSED HIV+ YOUTH BEING ENGAGED IN MEDICAL CARE. THIS SUCCESS SPEAKS TO THE SHARED GOAL, AMONG PARTNER AGENCIES, OF HIV PREVENTION AND IMPROVING ACCESS TO CARE FOR THOSE INFECTED. ADDITIONALLY, OUR COMMUNITY EFFORTS HAVE BEEN INVOLVED IN 34 COMMUNITY BASED EDUCATION AND TESTING EVENTS WITH AN IMPACT OF WELL OVER 3,677 PEOPLE THIS CALENDAR YEAR. 1. AMERICAN CANCER SOCIETY. CANCER FACTS & FIGURES 2015. ATLANTA: AMERICAN CANCER SOCIETY; 2015. 2. FOR THE PERIOD FROM JULY 1, 2013 TO JUNE 30, 2014
PART VI, LINE 5 (CONTINUATION FROM 83/116) VIA THE CONNECT2PROTECT PROGRAM, ST. JUDE COLLABORATES WITH CHURCHES, OTHER HEALTHCARE ORGANIZATIONS AND CIVIC GROUPS TO RAISE AWARENESS ABOUT PREVENTING THE SPREAD OF HIV/AIDS. THE PRIMARY TARGET IS THE AFRICAN AMERICAN COMMUNITY ALTHOUGH OTHER ETHNIC GROUPS ARE ALSO SERVED INCLUDING ASIAN, CAUCASIAN, AND HISPANIC.THE FUNDRAISING SOURCE FOR ST. JUDE IS ALSAC WHICH RAISES FUNDS SOLELY FOR THE HOSPITAL. BECAUSE OF THE HOSPITAL'S MISSION, PEOPLE NATIONWIDE CONTRIBUTE VIA TENS OF THOUSANDS OF FUNDRAISING EFFORTS. ALSAC CONTRIBUTED $589 MILLION IN FY15 TO SUPPORT ST. JUDE.VOLUNTEERS ENHANCE THE QUALITY OF PATIENT CARE BY PARTNERING WITH CLINICAL STAFF TO PROVIDE THAT ADDITIONAL PERSONAL TOUCH. VOLUNTEERS ALSO HELP ENSURE A SAFE ENVIRONMENT. THEY LEND ASSISTANCE AND PROVIDE COMPASSIONATE CONCERN BY OFFERING A LISTENING EAR TO FAMILIES AT A TIME WHEN THEY NEED IT MOST. THEY ARE VITAL AMBASSADORS FOR THE HOSPITAL AND COMMUNITY.
PART V, SECTION B, LINE 11 (CONTINUATION FROM PAGE 59/116) 3. ENSURE THAT SURVIVORS UNDERSTAND HOW TO APPROACH HEALTHCARE POST-TREATMENTSURVIVORS AND THEIR FAMILIES ATTENDING THE AFTER COMPLETION OF THERAPY AND ST. JUDE LIFETIME COHORT CLINICS ROUTINELY RECEIVE COUNSELING ABOUT THEIR HEALTH HISTORY, CANCER-RELATED HEALTH RISKS, HEALTH SCREENING RECOMMENDED FOR THEIR SPECIFIC CANCER TREATMENT EXPOSURES, AND METHODS OF RISK REDUCTION. A SURVIVORSHIP CARE PLAN IS PROVIDED AT THE FIRST EVALUATION THAT DETAILS THE CANCER DIAGNOSIS, TREATMENT, MAJOR HEALTH EVENTS THAT HAVE OCCURRED DURING AND AFTER THERAPY, CANCER-RELATED HEALTH RISKS, AND RECOMMENDED HEALTH SCREENING. THE SURVIVORSHIP CARE PLAN IS UPDATED AFTER EVERY HEALTH EVALUATION. FOR SURVIVORS WHO DO NOT WISH TO PARTICIPATE IN THE ACT OR ST. JUDE LIFETIME COHORT PROGRAMS, THESE SAME SERVICES ARE AVAILABLE THROUGH THE ST. JUDE ALUMNUS PROGRAM OFFICE.4. OFFER AN ONLINE RESOURCE FOLLOWING THE CONFERENCE FOR CONTINUOUS FLOW OF SURVIVORSHIP INFORMATIONPERIODIC BRIEF PUBLICATIONS FEATURE SURVIVOR STORIES AND EDUCATIONAL TOPICS:-LONG-TERM FOLLOW-UP NEWSLETTERS AND BRIEFS (AVAILABLE AT HTTPS://LTFU.STJUDE.ORG/) ARE PUBLISHED ON A QUARTERLY BASIS.-LIFELINE NEWSLETTERS (AVAILABLE AT HTTPS://WWW.STJUDE.ORG/TREATMENT/SURVIVORSHIP/PARTICIPATE-IN-ST-JUDE-LIFE-STUDY/LIFELINE-NEWSLETTER.HTML) ARE PUBLISHED SEMIANNUALLY.OTHER SURVIVORSHIP RESOURCES ARE AVAILABLE AT: HTTPS://WWW.STJUDE.ORG/TREATMENT/SURVIVORSHIP/PARTICIPATE-IN-ST-JUDE-LIFE-STUDY/HANDOUTS.HTMLPEDIATRIC HEALTH NEED:COMMUNITY EDUCATIONHEALTH FACILITIES/RESOURCES INVOLVED:ST. JUDE CHILDREN'S RESEARCH HOSPITAL, COMMUNICATIONS AND PUBLIC RELATIONS DEPARTMENTSUMMARY METRIC:USE URBAN RADIO TO PROVIDE INFORMATION AND EDUCATION ABOUT HEALTH CARE RESOURCES AND HEALTH CARE CAREERSPROGRESS ON ACTION ITEMS TO MEET IDENTIFIED HEALTH NEED:1. OFFER RADIO STATION PRODUCERS ST. JUDE PROFESSIONALS THAT CAN PROVIDE LISTENERS DETAILS ABOUT COMMUNITY RESOURCES AVAILABLE FOR LEARNING ABOUT AND BEING TESTED FOR DISORDERS/DISEASES SUCH AS SICKLE CELL TRAIT AND HIVST. JUDE "VOICES" HELP AIDS PATIENTS FEEL LESS ISOLATEDWMOT NPR MIDDLE TENNESSEEBY MICHAEL OSBORNE11/18/14HTTP://WMOT.ORG/POST/ST-JUDE-VOICES-HELP-AIDS-PATIENTS-FEEL-LESS-ISOLATED#STREAM/0THROUGH STORYTELLING, 'VOICES PROJECT' EMPOWERS PEOPLE IMPACTED BY HIVWFAE NPR CHARLOTTEBY MICHAEL TOMSIC12/01/14HTTP://WFAE.ORG/POST/THROUGH-STORYTELLING-VOICES-PROJECT-EMPOWERS-PEOPLE-IMPACTED-HIV2. USE THIS PLATFORM TO DISPEL MYTHS AND MISCONCEPTIONS ABOUT THESE TWO DISEASES AND CHILDHOOD CANCERIN ADDITION TO THE RADIO WE HAVE UTILIZED ARTICLES IN OTHER FORUMS.THE AUTUMN 2014 PROMISE INCLUDED A STORY ON RESEARCH ABOUT BACTERIA THAT THREATENS KIDS WITH SCD INCLUDING A SIDEBAR EXPLAINING WHAT SCD IS:HTTPS://WWW.STJUDE.ORG/THWARTING-THE-THREATIN THE STRATEGIC PLAN STORY OF THE AUTUMN 2015 PROMISE, WE INCLUDED INFO ABOUT OUR PLANS FOR EXPANDING SICKLE CELL TREATMENT AND RESEARCH:HTTPS://WWW.STJUDE.ORG/IF-NOT-ST-JUDE-THEN-WHOPROMISE IS MAILED TO ABOUT 220,000 READERS, WHICH INCLUDE DONORS, EMPLOYEES, PEER INSTITUTIONS, CEOS OF FORTUNE 500 COMPANIES, SELECT MEDIA AND INDIVIDUALS WHO SUBSCRIBE THROUGH OUR ONLINE SUBSCRIPTION FORM. ALL THE ARTICLES APPEAR ONLINE, WHERE THEY HAVE AN EVEN WIDER READERSHIP. WE HAVE TWO SICKLE CELL ARTICLES PLANNED FOR THE WINTER 2016 ISSUE.
PART V, SECTION B, LINE 11 (CONTINUATION FROM SECTION IMMEDIATELY ABOVE) AIM #2 IMPROVING COORDINATION OF CAREPEDIATRIC HEALTH NEED:PHYSICIAN COORDINATION OF CAREHEALTH FACILITIES/RESOURCES INVOLVED:ST. JUDE CHILDREN'S RESEARCH HOSPITAL ST. JUDE AFFILIATE INSTITUTIONS:ALL DOMESTIC AND INTERNATIONAL REFERRING CLINICIANS AND CENTERSSUMMARY METRIC:IMPROVE CONTINUITY OF CARE BY ENHANCING COMMUNICATION TOOLS AND EFFORTS TO PROVIDE PHYSICIANS WITH UNPARALLELED ACCESS TO PATIENT INFORMATIONPROGRESS ON ACTION ITEMS TO MEET IDENTIFIED HEALTH NEED:1.CONSIDER IMPLEMENTATION OF CLINICIAN PORTAL TO PERMIT REFERRING AND AFFLIATED PHYSICIANS' CONVENIENT ACCESS TO PATIENT INFORMATION, IN ACCORDANCE WITH APPLICABLE LAW.PLANS ARE UNDERWAY TO FINALIZE THE COMMUNICATION TOOLS WHICH INCLUDE A WEB PORTAL AND TRADITIONAL COMMUNICATION. THE PORTAL HAS BEEN BUILT AND IS CURRENTLY BEING TESTED. METRICS TO QUALIFY TIMELY ENTRY AND CLINICIAN USAGE ARE ALSO BEING DEFINED. A REFERRING PHYSICIAN TASK FORCE (COMPRISED OF CLINICAL DIRECTOR, CLINICAL SERVICE LEADERS, FACULTY MEMBERS, AND CLINICAL AND ADMINISTRATIVE PROCESS LEADERS (INFORMATION SCIENCES, HEALTH INFORMATION MANAGEMENT, PHYSICIAN/PATIENT REFERRAL OFFICE) IS CURRENTLY REVIEWING COMMUNICATION PROCESSES BY CLINICAL SERVICES TO ENSURE COMPLIANCE WITH THE COMMUNICATION POLICY FOR EXTERNAL CLINICIANS. THERE HAS ALSO BEEN AN EFFORT TO EXTEND AN INVITATION TO THE AFFILIATE PHYSICIANS TO PARTICIPATE REMOTELY IN WEEKLY MULTIDISCIPLINARY CONFERENCES TO AID IN COMMUNICATION AND SERVE AS AN OPPORTUNITY FOR TRAINING.AIM #3 IMPROVING CHILD HEALTH STATUS THROUGH BEHAVIORAL MODIFICATIONPEDIATRIC HEALTH NEED:CHILD KNOWLEDGE OF CANCER PREVENTION, NUTRITION, OBESITY, AND PHYSICAL ACTIVITYHEALTH FACILITIES/RESOURCES INVOLVED:ST. JUDE CHILDREN'S RESEARCH HOSPITAL, INTERNATIONAL OUTREACH PROGRAM (IOP)SUMMARY METRIC:INCREASE THE NUMBER OF STUDENTS AND TEACHERS PARTICIPATING IN ST. JUDE CANCER AND HEALTHY LIVING EDUCATION PROGRAMINCREASE THE KNOWLEDGE THAT CHILDREN HAVE ON CANCER AND HEALTHY LIVING TOPICS (NUTRITION, EXERCISE, SUN PROTECTION, AVOIDING TOBACCO) WITH PRE AND POST QUIZZESIMPROVE ATTITUDES OF CHILDREN TOWARD HEALTHY LIVING PRACTICES (AVOIDING SMOKING, BETTER NUTRITION HABITS, MORE EXERCISE, AVOIDING EXCESSIVE SUN) USING SURVEY INSTRUMENTSPROGRESS ON ACTION ITEMS TO MEET IDENTIFIED HEALTH NEED:THE PROGRAM THAT IS RESPONSIBLE FOR ADDRESSING THE ACTION ITEMS BELOW HAS GONE THROUGH A TRANSITION. ST. JUDE HAS RECENTLY COMPLETED ITS STRATEGIC PLAN FOR THE NEXT FIVE YEARS WHICH ALSO INCLUDES AN EXPANSION OF THE IOP AND A NEW LEADER OF THE PROGRAM. UNDER THE NEW LEADER, A FORMAL STRATEGIC PLANNING PROCESS WILL BE INITIATED DURING FY16 TO DEFINE THE OVERALL VISION FOR THE PROGRAM AND THE SPECIFIC GOALS AND OBJECTIVES FOR THE ENSUING FIVE YEARS. ACTION ITEM TWO HAS BEEN ADDRESSED AND ACTION ITEMS ONE, THREE AND FOUR WILL BE UPDATED BASED ON THE NEW DIRECTION OF IOP.1. ASSESS INTERNAL AND EXTERNAL COMMUNITY RESOURCES FOR EDUCATIONAL MATERIAL ON CANCER AND HEALTHY LIVING TOPICS TAILORED TO THE AGE-SPECIFIC NEEDS OF CHILDREN IN PRE-K, ELEMENTARY, MIDDLE AND HIGH SCHOOL. 2. REVIEW CURRENT ST. JUDE CREATED CONTENT TO SCHOOLS USING TEACHER LESSON PLANS, TEACHER TRAINING WORKSHOPS, AND SCHOOL VISITSTHE ST. JUDE CANCER EDUCATION FOR CHILDREN PROGRAM IS A SCHOOL-BASED OUTREACH PROGRAM THAT USES EDUCATION AND POSITIVE REINFORCEMENT TO HELP PROMOTE HEALTHY LIFESTYLE CHOICES AND TO REDUCE A CHILD'S LIFETIME RISK OF DEVELOPING CANCER. THE PROGRAM'S EDUCATIONAL OBJECTIVES ARE TO (A) EDUCATE ELEMENTARY SCHOOL CHILDREN ABOUT CANCER AND DISPEL COMMON MISCONCEPTIONS, (B) EDUCATE ABOUT AND PROMOTE HEALTHY LIFESTYLE CHOICES THAT CAN HELP CHILDREN REDUCE THEIR RISK OF CANCER IN ADULTHOOD, AND (C) INSPIRE AN INTEREST IN SCIENCE AND SCIENTIFIC CAREERS. IT SPECIFICALLY ADDRESSES OBESITY, NUTRITION, SMOKING, AND SUN EXPOSURE, IMPORTANT ISSUES IN PROMOTING CHILDHOOD HEALTH AND PRIMARY CANCER PREVENTION. THE PROGRAM DEVELOPMENT IS OVERSEEN BY A MULTIDISCIPLINARY TEAM COMPOSED OF ST. JUDE FACULTY AND STAFF, LOCAL EDUCATORS, AND LOCAL HEALTH EXPERTS WHO WORK TOGETHER TO ENSURE THAT THE CONTENT ACHIEVES THE GOALS OF THE PROGRAM WHILE ALIGNING TO STATE AND NATIONAL EDUCATION STANDARDS.DURING THE 2014-2015 SCHOOL YEAR, THE SCHOOL OUTREACH TEAM WORKED WITH 21 EDUCATORS FROM 18 SCHOOLS AND 1 COMMUNITY ORGANIZATION IN THE MEMPHIS AREA TO DELIVER THE PROGRAM TO OVER 1600 K-12 STUDENTS. OF THE 18 SCHOOLS THAT PARTICIPATED IN THE PROGRAM, 6 WERE TITLE 1 SCHOOLS. OF THE 6 TITLE 1 SCHOOLS, 3 WERE IZONE SCHOOLS, WHICH ARE DEFINED AS SCHOOLS PERFORMING IN THE BOTTOM 5% OF SCHOOLS IN THE STATE AND RECEIVE FUNDS TO IMPROVE STUDENT ACHIEVEMENT.IN ADDITION, THE OUTREACH TEAM COLLABORATED WITH THE IZONE SCHOOL SCIENCE COACHES TO PROVIDE EXTRA SUPPORT AND PROFESSIONAL DEVELOPMENT FOR OVER 50 SCIENCE TEACHERS AT IZONE SCHOOLS. THE SCHOOL OUTREACH TEAM ALSO INCREASED THE NUMBER OF TEACHERS ENGAGED IN THE PROGRAM BY ATTENDING SIX LOCAL TEACHER PROFESSIONAL DEVELOPMENT CONFERENCES TO PROVIDED TRAINING AND MATERIALS TO OVER 250 K-12 EDUCATORS (TABLE 1).TABLE 1: THE NUMBER OF TEACHERS AND STUDENTS WHO PARTICIPATED IN EDUCATIONAL PROGRAMSSCHOOL YEAR NUMBER OF TEACHERS NUMBER OF STUDENTS 2012-2013 65 10142013-2014 143 9902014-2015 245 1621A MANUSCRIPT WAS PUBLISHED AS A RESULT OF THE SCHOOL OUTREACH PROGRAM:AYERS, K., VILLALOBOS, A., LI, Z., KRASIN, M. (2014). THE ST. JUDE CANCER EDUCATION FOR CHILDREN PROGRAM PILOT STUDY: DETERMINING THE KNOWLEDGE ACQUISITION AND RETENTION OF 4TH-GRADE STUDENTS. JOURNAL OF CANCER EDUCATION3. EVALUATE PARTICIPATION IN HEALTH FAIRS AND PUBLIC VENUES TO DISSEMINATE EDUCATIONAL MATERIAL AND ASSESS UTILITY IN MEETING NEEDS OF THE COMMUNITY AND UTILIZING EXPERTISE AT ST. JUDE. 4. CREATE AN EDUCATIONAL KIOSK FOR THE CHILDREN'S MUSEUM OF MEMPHIS.HEALTH NEEDS NOT BEING ADDRESSEDIN ORDER TO E?ECTIVELY ADDRESS THE NEEDS IDENTIFIED, ST. JUDE IS FOCUSING ON THE NEEDS OUTLINED IN THE TABLES ABOVE. THERE WERE OTHER ISSUES THAT WERE IDENTIFIED IN THE COMMUNITY HEALTH NEEDS ASSESSMENT WHICH HAVE LESS IMMEDIATE IMPACT ON THE ST. JUDE COMMUNITY, OR ARE OUTSIDE OF THE MISSION AND PRIMARY EXPERTISE OF ST. JUDE. THESE ISSUES MAY BE ADDRESSED IN A FUTURE PLAN IF THE OPPORTUNITY ARISES, OR MAY BE ADDRESSED BY OTHER COMMUNITY PROVIDERS.ONE OF THE FOUR NATIONAL PEDIATRIC HEALTH NEEDS IDENTIFIED IN THE CHNA, BUT NOT ADDRESSED IN THIS IMPLEMENTATION PLAN, IS MENTAL HEALTH. ALTHOUGH IMPROVING ACCESS TO MENTAL HEALTH EMERGED AS A NEED, IT IS OUTSIDE OF THE MISSION FOR ST. JUDE. THE MENTAL HEALTH CHALLENGES FACING THE ST. JUDE COMMUNITY ARE SIMILAR TO THOSE FACING HOSPITALS ACROSS THE COUNTRY. WHILE ST. JUDE DOES NOT PLAN TO ADDRESS THIS NEED IN THE COMMUNITY, ITS PSYCHOLOGY AND SOCIAL WORK DEPARTMENTS OFFER INTERVENTIONS AND REFERRALS TO OUTSIDE RESOURCES AS NECESSARY, AND ARE DEVELOPING OTHERS TO ADDRESS MENTAL HEALTH NEEDS OF THE ST, JUDE PATIENT POPULATION.THE IMPLEMENTATION PLAN WILL BE ASSESSED ANNUALLY AND PROGRESS RECORDED. THE HOSPITAL RESERVES THE RIGHT TO AMEND THIS IMPLEMENTATION PLAN AT ANY TIME AS CIRCUMSTANCES WARRANT. COMMUNITY HEALTH NEEDS MAY EVOLVE, REQUIRING ADJUSTMENTS TO THE DESCRIBED STRATEGIC INITIATIVES.
Schedule H (Form 990) 2014
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Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
ST JUDE CHILDREN'S RESEARCH HOSPITAL INC
 
Employer identification number
62-0646012
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) AMERICAN SOCIETY OF PEDIATRIC HEMATOLOGYONCOLOGY NURSES INC
8735 W HIGGINS RD SUITE 300
CHICAGO,IL60631
11-2564191 501(C)(3) 5,000       CONFERENCE SPONSORSHIP
(2) AMERICAN BRAIN TUMOR ASSOCATION
8550 W BRYN MAWR AVE SUITE 550
CHICAGO,IL60631
23-7286648 501(C)(3) 5,000       CONFERENCE SPONSORSHIP
(3) VANDERBILT UNIVERSITY MEDICAL CENTER
504 OXFORD HOUSE
NASHVILLE,TN372324315
62-0476822 501(C)(3) 5,000       CONFERENCE SPONSORSHIP
(4) CHILD LIFE COUNCIL INC
11821 PARKLAWN DRIVE
ROCKVILLE,MD208522539
52-1799846 501(C)(3) 5,000       SPONSOR ANNUAL CONFERENCE
(5) UNIVERSITY OF TENNESSEE
50 NORTH DUNLAP SUITE 462R
MEMPHIS,TN38105
62-6001636 GOV'T ENTITY 3,842,818       COLLABRATION AND SUPPORT AGREEMENT
(6) SAINT FRANICS MEDICAL CENTER
530 NE GLEN OAK AVE
PEORIA,IL61637
37-0662569 501(C)(3) 490,909       OPERATION OF ST. JUDE CLINIC
(7) FEDERATION OF AMERICAN SOCIETIES FOR EXPERIMENTAL BIOLOGY
9650 ROCKVILLE PIKE
BETHESDA,MD20814
52-0700497 501(C)(3) 5,000       SUPPORT RESEARCH CONFERENCE
(8) CHURCH HEALTH CENTER OF MEMPHIS INC
1210 PEABODY AVENUE
MEMPHIS,TN381044570
58-1716113 501(C)(3) 40,000       FINANCIAL SUPPORT
(9) MIDSOUTH MINORITY BUSINESS COUNCIL COUNCIL CONTINUUM INC
185 MADISON AVE
MEMPHS,TN38103
62-1198163 501(C)(6) 9,750       SPONSOR ECONOMIC DEVELOPMENT FORUM, LUNCHEON AND AWARD
(10) ASSOCIATION OF PEDIATRIC HEMATOLOGYONCOLOGY NURSES INC
8735 W HIGGINS RD SUITE 300
CHICAGO,IL60631
23-7446224 501(C)(3) 20,000       CONFERENCE SPONSORSHIP




2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
9
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
1
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2014

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












Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
PART I, LINE 2: ST. JUDE CHILDREN'S RESEARCH HOSPITAL IS ACTIVELY INVOLVED WITH THE DONEE. THROUGH THIS ACTIVE INVOLVEMENT, THE ORGANIZATIONS ARE MONITORED TO ENSURE THE SUPPORT IS USED APPROPRIATELY.
Schedule I (Form 990) 2014


Additional Data


Software ID:  
Software Version:  


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

62-0646012
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
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 SHADYAC JREX-OFFICIO DIRECTOR (i)
(ii)
0
...............................
644,599
0
...............................
0
0
...............................
2,322
0
...............................
97,608
0
...............................
17,673
0
...............................
762,202
0
...............................
0
2JAMES R DOWNINGPRESIDENT AND CEO (7/15/14-6/30/15) (i)
(ii)
792,513
...............................
0
50,000
...............................
0
78,799
...............................
0
103,600
...............................
0
17,305
...............................
0
1,042,217
...............................
0
0
...............................
0
3WILLIAM E EVANSPRESIDENT AND CEO (7/1/14-7/14/14) (i)
(ii)
777,766
...............................
0
138
...............................
0
197,131
...............................
0
28,600
...............................
0
8,005
...............................
0
1,011,640
...............................
0
0
...............................
0
4LARRY KUNEVP/CLINICAL DIRECTOR (i)
(ii)
754,328
...............................
0
75,000
...............................
0
8,534
...............................
0
28,600
...............................
0
19,805
...............................
0
886,267
...............................
0
0
...............................
0
5RICHARD GILBERTSONEVP/DIRECTOR CANCER CENTER (i)
(ii)
604,259
...............................
0
0
...............................
0
62,019
...............................
0
154,594
...............................
0
20,763
...............................
0
841,635
...............................
0
0
...............................
0
6MARY ANNA QUINNEVP/CHIEF ADMIN OFFICER (i)
(ii)
292,885
...............................
0
0
...............................
0
3,247
...............................
0
55,047
...............................
0
7,784
...............................
0
358,963
...............................
0
0
...............................
0
7MICHAEL C CANARIOSSVP/CHIEF FINANCIAL OFFICER (i)
(ii)
402,991
...............................
0
0
...............................
0
4,368
...............................
0
64,692
...............................
0
24,662
...............................
0
496,713
...............................
0
0
...............................
0
8DORALINA ANGHELESCUFACULTY (i)
(ii)
485,290
...............................
0
15,138
...............................
0
159,709
...............................
0
39,453
...............................
0
24,494
...............................
0
724,084
...............................
0
0
...............................
0
9ANDREW DAVIDOFFCHAIR/FACULTY (i)
(ii)
641,446
...............................
0
138
...............................
0
22,204
...............................
0
85,463
...............................
0
21,993
...............................
0
771,244
...............................
0
0
...............................
0
10WING-HANG LEUNGFACULTY (i)
(ii)
442,368
...............................
0
138
...............................
0
174,934
...............................
0
38,428
...............................
0
22,161
...............................
0
678,029
...............................
0
0
...............................
0
11CHING-HON PUICHAIR/FACULTY (i)
(ii)
561,862
...............................
0
28,537
...............................
0
52,956
...............................
0
28,600
...............................
0
9,942
...............................
0
681,897
...............................
0
0
...............................
0
12JOSEPH P TAYLORCHAIR/FACULTY (i)
(ii)
431,807
...............................
0
190,138
...............................
0
1,392
...............................
0
61,850
...............................
0
22,095
...............................
0
707,282
...............................
0
0
...............................
0
13JOSEPH H LAVERFORMER EVP/CLINICAL DIRECT (i)
(ii)
0
...............................
0
171,000
...............................
0
0
...............................
0
0
...............................
0
0
...............................
0
171,000
...............................
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 FIRST CLASS OR CHARTER TRAVEL: ONE OFFICER FLEW ON A CHARTER FLIGHT WITH SEVERAL OTHER EMPLOYEES OF THE HOSPITAL. THE COST OF THE THE CHARTER FLIGHT WAS LESS THAN PURCHASING INDIVIDUAL TICKETS FOR EACH TRAVELER. TRAVEL FOR COMPANIONS: FAMILY MEMBER OF ONE OFFICER AND AN EMPLOYEE OF THE HOSPITAL, TRAVELS ON HOSPITAL BUSINESS AS REQUIRED BY THE POSITION. TRAVEL EXPENSES ARE REIMBURSED UNDER AN ACCOUNTABLE PLAN AND NOT RECORDED AS COMPENSATION. TAX INDEMNICATIONS AND GROSS UP PAYMENTS: THREE OFFICERS/HIGHEST COMPENSATED WERE REIMBURSED GROSS UP DEPENDENT TUITION WHICH IS INCLUDED AS COMPENSATION TO THE OFFICER/HIGHEST COMPENSATED.
PART I, LINE 4B ST JUDE CHILDREN'S RESEARCH HOSPITAL HAS ESTABLISHED A NON-QUALIFIED PLAN PURSUANT TO 457(F) OF THE INTERNAL REVENUE CODE. THE AMOUNTS LISTED ARE SUBJECT TO SUBSTANTIAL FUTURE SERVICE REQUIREMENTS TO THE ORGANIZATION AND ARE SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE. VESTING IS BASED ON MILESTONE YEARS - 10 YEARS AT 50%, 15 YEARS AT 75% AND 20 YEARS AT 100%. ONCE VESTED,THE AMOUNTS UNDER THIS PLAN ARE REPORTED ON THE FORM W-2 AS TAXABLE COMPENSATION TO THE INDIVIDUAL. JAMES R. DOWNING, $149,392; RICHARD GILBERTSON, $125,994; MARY ANNA QUINN, $26,447; WILLIAM E. EVANS, $192,747; MICHAEL C. CANARIOS, $36,092; DORALINA ANGHELESCU, $168,985; ANDREW DAVIDOFF, $56,863; WING-HANG LEUNG, $141,915; CHING-HON PUI, $48,560; JOSEPH P. TAYLOR, $33,250
SCHEDULE J, PART II RICHARD C. SHADYAC, JR. SERVES AS AN EX-OFFICIO VOTING DIRECTOR OF THE BOARD OF ST. JUDE. MR. SHADYAC IS EMPLOYED AS AN OFFICER OF ALSAC, A RELATED ORGANIZATION TO ST. JUDE. THE COMPENSATION SHOWN IN COLUMNS (B), (C), (D) AND (E) WAS PAID TO MR. SHADYAC BY ALSAC FOR HIS DUTIES AS CEO OF ALSAC.
Schedule J (Form 990) 2014

Additional Data


Software ID:  
Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990.

SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
ST JUDE CHILDREN'S RESEARCH HOSPITAL INC
 
Employer identification number
62-0646012
Part I
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A THE HEALTH EDUCATIONAL & HOUSING FACILITY BOARD OF THE COUNTY OF SHELBYTN
 
52-1283414 821697XJ3 12-21-2006 250,725,271 $130.7 MILLION FOR CONSTRUCTION OF INTEGRATED   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 38,843,867      
2 Amount of bonds legally defeased . . . . . . . . . . .        
3 Total proceeds of issue . . . . . . . . . . . . . . 252,012,996      
4 Gross proceeds in reserve funds . . . . . . . . . . . .        
5 Capitalized interest from proceeds . . . . . . . . . . . 3,026,125      
6 Proceeds in refunding escrows . . . . . . . . . . . .        
7 Issuance costs from proceeds . . . . . . . . . . . . 1,658,551      
8 Credit enhancement from proceeds . . . . . . . . . . .        
9 Working capital expenditures from proceeds . . . . . . . . . 2,188,865      
10 Capital expenditures from proceeds . . . . . . . . . . . 129,840,961      
11 Other spent proceeds . . . . . . . . . . . . . . 115,298,494      
12 Other unspent proceeds . . . . . . . . . . . . . .        
13 Year of substantial completion . . . . . . . . . . . . 2008
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . .   X            
15 Were the bonds issued as part of an advance refunding issue? . . . . . X              
16 Has the final allocation of proceeds been made? . . . . . . . . X              
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . 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            
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . .   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            
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?                
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . . 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              
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 2.250 %      
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        
6 Total of lines 4 and 5 . . . . . . . . . . . . . 2.250 %      
7 Does the bond issue meet the private security or payment test? . . . . .   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            
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            
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            
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . .   X            
b Exception to rebate? . . . . . . . .   X            
c No rebate due? . . . . . . . . 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            
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X            
b Name of provider . . . . . . . . .  
 
 
 
 
 
 
 
c Term of hedge . . . . . . . . . .        
d Was the hedge superintegrated? . . . .                
e Was the hedge terminated? . . . . . .                
Schedule K (Form 990) 2014
Schedule K (Form 990) 2014
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .   X            
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            
7 Has the organization established written procedures to monitor the requirements of section 148? . . . 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              
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
PART I, BOND ISSUES - (F) DESCRIPTION OF PURPOSE (CON'T) FACILITY; $120 MILLION TO ADVANCE REFUND 1999 SERIES ISSUE. PART II, LINE 3 TOTAL PROCEEDS OF ISSUE INCLUDE INVESTMENT EARNINGS IN THE AMOUNT OF $1,278,726. SCHEDULE K, PART IV, ARBITRAGE, LINE 2C: DATE THE REBATE COMPUTATION WAS PERFORMED: 12/21/2011
Schedule K (Form 990) 2014

Additional Data


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

62-0646012
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





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

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ......Small Bullet $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2014
Schedule L (Form 990 or 990-EZ) 2014
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) SUSANNA DOWNING
 
FAMILY MEMBER OF JAMES R DOWNING, PRESIDENT AND CEO 54,254 EMPLOYMENT   No
(2) JULIE GATTAS
 
FAMILY MEMBER OF FRED P. GATTAS, JR., DIRECTOR 54,261 EMPLOYMENT   No
(3) MARY RELLING
 
FAMILY MEMBER OF WILLIAM E. EVANS, PRESIDENT AND CEO 473,347 EMPLOYMENT   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2014

Additional Data


Software ID:  
Software Version:  




SCHEDULE O
(Form 990 or 990-EZ)

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

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

62-0646012
Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 1 LINE 1B: DIRECTOR JUDY HABIB IS NOT AN INDEPENDENT VOTING MEMBER OF ST. JUDE BECAUSE SHE WAS INVOLVED IN A TRANSACTION WITH AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC., A TAX-EXEMPT RELATED ORGANIZATION, REPORTED ON ITS 2014 FORM 990, SCHEDULE L, TRANSACTIONS WITH INTERESTED PERSONS.
FORM 990, PART VI, SECTION A, LINE 2 FAMILY RELATIONSHIP AMONG DIRECTORS: JOSEPH S. AYOUB, JR., ESQ. AND PAUL AYOUB, ESQ.; FRED P. GATTAS, III AND FRED P. GATTAS, JR.; CAMILLE F. SARROUF, SR., ESQ. AND CAMILLE F. SARROUF, JR., ESQ.; GEORGE A. SIMON, II AND PAUL J. SIMON; TERRE THOMAS AND TONY THOMAS; ROBERT A. BREIT, MD AND JOSEPH G. SHAKER; JOSEPH C. SHAKER AND JOSPEH G. SHAKER; PAUL J. SIMON AND MICHAEL SIMON. BUSINESS RELATIONSHIP AMONG DIRECTORS: ROBERT A. BREIT, MD AND JOSEPH G. SHAKER.
FORM 990, PART VI, SECTION A, LINE 3 THE ROLE OF CHIEF FINANCIAL OFFICER HAS BEEN PERFORMED ON AN INTERIM BASIS BY STEPHEN PICKETT OF WARBIRD CONSULTING (2/4/15-6/30/15).
FORM 990, PART VI, SECTION A, LINE 4 THE ST. JUDE BYLAWS WERE UPDATED TO ADD ONE ADDITIONAL STANDING COMMITTEE (THE BUILDING COMMITTEE) TO THE LIST OF STANDING COMMITTEES, AND TO CLARIFY THAT THE BOARD COMMITTEE RESPONSIBLE FOR MEDICAL STAFF APPOINTMENTS SHALL HAVE AUTHORITY FOR FINAL REVIEW AND APPROVAL FOR SUCH APPOINTMENTS, SUBJECT TO THE RESERVED RIGHTS OF THE FULL BOARD OF GOVERNORS.
FORM 990, PART VI, SECTION B, LINE 11 IN FEBRUARY OF EACH YEAR, THE AUDIT COMMITTEE AND OFFICERS OF THE BOARD ARE PROVIDED WITH A DRAFT COPY OF THE FORM 990 AND ALL REQUIRED SCHEDULES. THE AUDIT COMMITTEE MEETS WITH ITS TAX PREPARER TO REVIEW THE DRAFT FORM 990 BEFORE IT IS FILED WITH THE IRS. ADDITIONALLY THE COMPENSATION COMMITTEE OF THE BOARD IS PROVIDED WITH A DRAFT COPY OF THE COMPENSATION SECTIONS OF THE FORM 990 FOR REVIEW BEFORE IT IS FILED WITH THE IRS. EACH VOTING MEMBER OF THE BOARD IS PROVIDED WITH A FINAL COPY OF THE FORM 990 AND ALL REQURIED SCHEDULES BEFORE IT IS FILED WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C NEW BOARD MEMBERS ARE GIVEN A COPY OF THE CONFLICT OF INTEREST POLICY, COMPLETE THE ORGANIZATION'S CONFLICT OF INTEREST DISCLOSURE FORM AND RECEIVE TRAINING ON CONFLICTS OF INTEREST. THERE IS A CONFLICT OF INTEREST COMMITTEE OF THE BOARD OF DIRECTORS THAT REVIEWS THE ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENTS THAT ARE COMPLETED BY EACH BOARD MEMBER AND DISCUSSES AND RESOLVES CONFLICTS OF INTEREST WITH APPEAL TO THE FULL BOARD. IN ADDITION TO THE CONFLICT OF INTEREST COMMITTEE, THE ORGANIZATION HAS A COMPLIANCE OFFICER. AMONG OTHER THINGS, THE COMPLIANCE OFFICER CONDUCTS ANNUAL TRAINING FOR ALL EMPLOYEES ON CONFLICTS OF INTEREST. CERTAIN EMPLOYEES ANNUALLY COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM WHICH IS REVIEWED BY THE COMPLIANCE OFFICER. CONFLICTS OF INTEREST OF EMPLOYEES ARE HANDLED BY THE COMPLIANCE OFFICER WITH INVOLVEMENT FROM THE BOARD AS APPROPRIATE. DEPENDING UPON THE FACTS AND CIRCUMSTANCES OF THE CONFLICT, POTENTIAL RESTRICTIONS RANGE FROM PROHIBITING A TRANSACTION TO PROHIBITING SOMEONE FROM PARTICIPATING IN A DELIBERATION OR TRANSACTION TO DISCLOSURE TO THE BOARD OF THE CONFLICT OF INTEREST.
FORM 990, PART VI, SECTION B, LINE 15 THE BOARD'S COMPENSATION COMMITTEE COMMISSIONS ANNUAL THIRD PARTY SALARY SURVEYS TO DETERMINE COMPENSATION FOR THE FOLLOWING OFFICERS: CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, SCIENTIFIC DIRECTOR, CANCER CENTER DIRECTOR, CLINICAL DIRECTOR, CHIEF ADMINISTRATIVE OFFICER, DEPUTY DIRECTOR, CHIEF GOVERNANCE OFFICER/CORPORATE SECRETARY AND CHIEF LEGAL OFFICER. IN ADDITION, THREE EMPLOYEES ARE CONSIDERED "DISQUALIFIED" BECAUSE THEY ARE FORMER EXECUTIVES OR RELATIVES OF CURRENT OR FORMER EXECUTIVES, AND THEIR COMPENSATION THEREFORE FALLS UNDER THE PURVIEW OF THE COMPENSATION COMMITTEE. ALL CHANGES TO OFFICERS' SALARY ARE APPROVED BY THE COMPENSATION COMMITTEE AND REPORTED TO THE BOARD. THE LAST REVIEW WAS COMPLETED IN 2015.
FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST, GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE ONLY AS REQUIRED BY APPLICABLE STATE LAW.
FORM 990, PART XI, LINE 9: CHANGE IN INTEREST IN UNRESTRICTED NET ASSETS ALSAC 194,429,369. CHANGE IN INTEREST IN NET ASSETS OF ALSAC -40,861,773. NET ASSETS TRANFERRED FROM ALSAC 772,832.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2014

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)

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

OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
ST JUDE CHILDREN'S RESEARCH HOSPITAL INC
 
Employer identification number

62-0646012
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) CHILDREN'S GMP LLC
262 DANNY THOMAS PLACE
MEMPHIS,TN381053678
62-0646012
VACCINE MANUFACTURER TN -1,972,514 1,047,072 ST JUDE CHILDREN'S RESEARCH HOSPITAL
 
(2) THANKS & GIVING LLC
262 DANNY THOMAS PLACE
MEMPHIS,TN381053678
20-1310435
ROYALTY INCOME FROM RECORD SALES TN 0 10,632 ST JUDE CHILDREN'S RESEARCH HOSPITAL
 
(3) THE RIGHT WORDS LLC
262 DANNY THOMAS PLACE
MEMPHIS,TN381053678
95-4878579
ROYALTY INCOME FROM BOOK SALES NY 0 0 ST JUDE CHILDREN'S RESEARCH HOSPITAL
 






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) AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES INC
501 ST JUDE PLACE

MEMPHIS,TN38105
35-1044585
SOLICIT SUPPORT FOR THE OPERATION OF ST. JUDE IL 501(C)(3) 170(B) (1)(A)(VI) N/A
 
No












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



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

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




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



(k)
Percentage
ownership


Yes No Yes No












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












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

C 589,461,640 CASH
(2) AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES INC

M 589,461,640 CASH
(3) AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES INC

P 1,558,898 CASH
(4) AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES INC

Q 1,349,306 CASH
(5) AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES INC

S 772,832 NBV

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

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




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























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


Software ID:  
Software Version: