Form990
Department of the TreasuryInternal 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
2015
Open to Public Inspection
A For the 2015 calendar year, or tax year beginning 07-01-2015 , and ending 06-30-2016
BCheck if applicable:
CName of organization
Sacred Heart Health System Inc
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
5151 North 9th Avenue
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Pensacola, FL325048721
D Employer identification number

59-0634434
E Telephone number

G Gross receipts $ 828,160,662
F Name and address of principal officer:
Susan Cornejo
5151 North 9th Avenue
Pensacola,FL325048721
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.sacred-heart.org
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet0928
K Form of organization:  
L Year of formation: 1915
M State of legal domicile: FL
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: Provides necessary medical care to the sick and poor regardless of the ability to pay.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 11
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 8
5 Total number of individuals employed in calendar year 2015 (Part V, line 2a) ...... 5 5,637
6 Total number of volunteers (estimate if necessary) ............. 6 440
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 2,560,171
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 817,135
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 4,990,169 4,880,839
9 Program service revenue (Part VIII, line 2g) ......... 708,589,646 803,891,782
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 4,744,609 3,022,052
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 6,811,042 13,073,022
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 725,135,466 824,867,695
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 1,574,212 913,980
14 Benefits paid to or for members (Part IX, column (A), line 4).....   0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 345,344,274 380,229,271
16a Professional fundraising fees (Part IX, column (A), line 11e) .....   0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 361,354,006 391,246,414
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 708,272,492 772,389,665
19 Revenue less expenses. Subtract line 18 from line 12....... 16,862,974 52,478,030
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 739,703,995 1,117,745,937
21 Total liabilities (Part X, line 26)............. 309,154,678 659,242,133
22 Net assets or fund balances. Subtract line 21 from line 20..... 430,549,317 458,503,804
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 (2015)
Form 990 (2015)
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: Rooted in the loving ministry of Jesus as healer, we commit ourselves to serving all persons with special attention to those who are poor and vulnerable. Our Catholic health ministry is dedicated to spiritually centered, holistic care that sustains and improves the health of individuals and communities. We are advocates for a compassionate and just society through our actions and our words.
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 $ 521,854,830 including grants of $ 913,980 ) (Revenue $ 806,301,664 )
SACRED HEART HEALTH SYSTEM PROVIDES PRIMARY, SECONDARY, AND TERTIARY HEALTH CARE SERVICES TO RESIDENTS OF THE COMMUNITIES IT SERVES. THERE IS SPECIAL EMPHASIS ON SERVICE TO THE POOR AND THOSE MOST IN NEED. THE SYSTEM INCLUDES THE FLAGSHIP 566 BEDS MEDICAL, SURGICAL ACUTE CARE HOSPITAL IN PENSACOLA, FLORIDA. HOUSED WITHIN THE PENSACOLA FACILITY IS THE 118 BED CHILDREN'S HOSPITAL, THE ONLY ONE IN NORTHWEST FLORIDA. SACRED HEART HOSPITAL ON THE EMERALD COAST IS A 58 BED MEDICAL SURGICAL HOSPITAL LOCATED IN MIRAMAR BEACH, FL. SACRED HEART HOSPITAL OF THE GULF IS A 19 BED MEDICAL SURGICAL HOSPITAL LOCATED IN PORT ST. JOE, FL. SACRED HEART HEALTH SYSTEM TOGETHER WITH LHP HOSPITAL GROUP, INC. OPERATES 323-BED BAY COUNTY HEALTH SYSTEM, LLC DBA BAY MEDICAL SACRED HEART HEALTH SYSTEM LOCATED IN PANAMA CITY, FL. SACRED HEART HEALTH SYSTEM EXPANDS AWARENESS, EDUCATION AND PROMOTION OF HEALTH BY OFFERING HEALTHCARE, CLASSES AND SEMINARS FOR THE COMMUNITY.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet521,854,830
Form 990 (2015)
Form 990 (2015)
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 I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part 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.................
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 I..................
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 II...
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 .............
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 IV..............
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 VII.......
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 VIII.......
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 .................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....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 (2015)
Form 990 (2015)
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........
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...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
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
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I............
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I ...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II ................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L,
Part IV
........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I.
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II ...........
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I ........Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
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 VI
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 (2015)
Form 990 (2015)
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
438
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
5,637
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
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
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note.
See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2015)
Form 990 (2015)
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
11
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
8
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
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
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
 
No
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
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:
MediumBulletSusan Cornejo5151 N 9th Ave   Pensacola,FL32504 (850) 416-7000
Form 990 (2015)
Form 990 (2015)
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) RICHARD R BAKER
 
DIRECTOR/SECRETARY/TREASURER
1.0
.................
0
X   X       0 0 0
(2) DEBBIE CALDER
 
DIRECTOR/CHAIR
1.0
.................
0
X   X       0 0 0
(3) SUSAN L DAVIS RN
 
DIRECTOR, PRESIDENT/CEO
40.0
.................
6.0
X   X       2,435,797 0 89,151
(4) QUINT STUDER
 
DIRECTOR/VICE CHAIR
1.0
.................
0
X   X       0 0 0
(5) ROBERT A EMMANUEL
 
CHAIR (END 12/2015)
1.0
.................
1.0
X   X       0 0 0
(6) SISTER MARY JEAN DOYLE
 
DIRECTOR
1.0
.................
0
X           0 0 0
(7) SISTER NORA GATTO DC
 
DIRECTOR
1.0
.................
0
X           0 0 0
(8) SHARON KERRIGAN
 
DIRECTOR
1.0
.................
0
X           0 0 0
(9) ALAN NICKELSEN
 
DIRECTOR
1.0
.................
1.0
X           0 0 0
(10) SISTER LOIS O'MALLEY CSJ
 
DIRECTOR
1.0
.................
1.0
X           0 0 0
(11) SPIDER NYLAND
 
DIRECTOR
1.0
.................
0
X           0 0 0
(12) DAVID SANSING
 
DIRECTOR
1.0
.................
0
X           0 0 0
(13) JOHN FORRESTER
 
DIRECTOR THROUGH 12/31/15
1.0
.................
1.0
X           0 0 0
(14) COLLIER MERRILL
 
DIRECTOR THROUGH 12/31/15
1.0
.................
1.0
X           0 0 0
(15) C SUSAN CORNEJO
 
CHIEF FINANCIAL OFFICER - SHHS
30.0
.................
11.0
    X       595,888 148,972 48,496
(16) KERRY EATON
 
CHIEF OPERATING OFFICER
40.0
.................
2.0
    X       645,325 0 38,201
(17) KAREN EMMANUEL
 
GENERAL COUNSEL
40.0
.................
1.0
    X       391,984 0 21,586
Form 990 (2015)
Form 990 (2015)
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) ROGER HALL
 
PRESIDENT - SHHEC & SHHG
40.0
.......................0
    X       506,503 0 41,584
(19) ROGER POITRAS
 
PRESIDENT - SHMG
40.0
.......................0
    X       448,749 0 40,650
(20) HENRY STOVALL
 
PRESIDENT - SHHP
40.0
.......................0
    X       630,643 0 40,556
(21) GARY PABLO MD
 
CMO, SHHEC & SHHG
40.0
.......................0
    X       470,141 0 49,019
(22) DENISE BARTON
 
VP BUSINESS DEVELOPMENT
40.0
.......................1.0
      X     407,538 0 42,275
(23) STEPHANIE J DUGGAN MD
 
CMO SHHP
40.0
.......................0
      X     584,935 0 39,794
(24) NINA JEFFORDS
 
COO/CNO
40.0
.......................0
      X     240,758 0 25,815
(25) MARIUS PETRUC MD
 
CHIEF MEDICAL OFFICER (THRU 5/31/15)
40.0
.......................0
      X     302,164 0 19,946
(26) DOUGLAS A ROSS
 
VP, AH & CCO, GULF COAST MKT
40.0
.......................0
      X     716,902 0 44,006
(27) TERESA D SMITH
 
VP CANCER SERVICES
40.0
.......................0
      X     273,935 0 21,477
(28) AMY WILSON
 
CHIEF NURSING OFFICER
40.0
.......................0
      X     294,776 0 32,876
(29) MICHELLE ADAMOLEKUN
 
VP HR-MINISTRY MKT GULF COAST-JAX-BIR
11.0
.......................15.0
      X     123,965 125,629 14,528
(30) PAUL A TAMBURRO MD
 
PHYSICIAN
40.0
.......................0
        X   982,371 0 38,909
(31) ROHIT R AMIN MD
 
PHYSICIAN
40.0
.......................0
        X   1,252,593 0 30,837
(32) SAMUEL D CRITIDES MD
 
PHYSICIAN
40.0
.......................0
        X   1,347,716 0 45,857
(33) KEITH GOLDEN MD
 
PHYSICIAN
40.0
.......................0
        X   1,049,957 0 41,793
(34) MATTHEW M PEARSON MD
 
PHYSICIAN
40.0
.......................0
        X   928,132 0 27,264
(35) PETER HECKATHORN
 
FORMER OFFICER
0.0
.......................0
          X 1,226,347 0 0
(36) JAMES W WARD MD
 
FORMER OFFICER
 
.......................0
          X 523,304 0 35,936
(37) CAROL C WHITTINGTON
 
FORMER OFFICER
 
.......................40.0
          X 360,487 308,185 37,931
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 16,740,910 582,786 868,487
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet332
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
AMS Sacred Heart LLC

4901 Grande Drive
Pensacola,FL32504
Anesthesia Services 4,438,338
MCKESSON SPECIALTY CARE DISTRIBUTION JV

15121 Collection Center Drive
chicago,IL60693
medical services 3,884,016
Specialtycare Cardiovascular Resources

PO Box 11407
Birmingham,AL35246
Cardiovascular Services 3,127,481
The Nemours Foundation

10140 Centurion Pkwy N
Jacksonville,FL32256
Pediatric Services 1,568,250
pensacola pathologist

PO Box 100559
Florence,SC29502
Pathology Services 1,303,681
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet41
Form 990 (2015)
Form 990 (2015)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d 1,508,101
e Government grants (contributions)1e 3,281,894
f All other contributions, gifts, grants, and similar amounts not included above1f 90,844
g Noncash contributions included in lines 1a-1f:$  
h Total.Add lines 1a-1f.......MediumBullet 4,880,839
 Program Service RevenueAmt Business Code
2a Net Patient Revenue 621990 789,613,835 787,053,664 2,560,171  
b Management Services 541610 13,091,570 13,091,570    
c Medical Transportation 480000 1,078,395 1,078,395    
d Education 611710 107,982 107,982    
e
f All other program service revenue. 0 0 0 0
g Total.Add lines 2a–2f.....MediumBullet 803,891,782
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ..........MediumBullet 1,650,200     1,650,200
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents   3,216,590
b Less: rental expenses   2,657,140
c Rental income or (loss) 0 559,450
d Net rental income or (loss)......MediumBullet 559,450     559,450
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 2,007,679  
b Less: cost or other basis and sales expenses 635,827  
c Gain or (loss) 1,371,852 0
d Net gain or (loss).....MediumBullet 1,371,852     1,371,852
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        
Business Code Miscellaneous Revenue
11a Cafeteria Revenue 621990 2,726,945     2,726,945
b Pharmacy Revenue 621990 5,376,867 5,376,867    
c Unconsolidated Ops 621990 -406,814 -406,814    
d All other revenue .... 4,816,574 0 0 4,816,574
e Total. Add lines 11a–11d ...... MediumBullet 12,513,572
12 Total revenue. See Instructions......MediumBullet 824,867,695 806,301,664 2,560,171 11,125,021
Form 990 (2015)
Form 990 (2015)
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 21 913,980 913,980
2 Grants and other assistance to individuals in the United States. See Part IV, line 22    
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 9,343,256 0 9,343,256 0
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 310,155,868 270,181,940 39,973,928  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 6,273,928 916,577 5,357,351  
9 Other employee benefits ....... 35,092,213 2,186,178 32,906,035  
10 Payroll taxes ........... 19,364,006 16,277,181 3,086,825  
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 48,871   48,871  
c Accounting ........... 1,255,262 198,869 1,056,393  
d Lobbying ........... 220,587   220,587  
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) 96,492,602 9,965,808 86,526,794 0
12 Advertising and promotion .... 2,037,191 31,754 2,005,437  
13 Office expenses ....... 5,495,974 1,826,740 3,669,234  
14 Information technology ...... 326,158 136,571 189,587  
15 Royalties ..        
16 Occupancy ........... 31,623,080 31,623,080    
17 Travel ............ 1,975,352 910,329 1,065,023  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 1,570,550 293,325 1,277,225  
20 Interest ........... 3,617,966 10,956 3,607,010  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 23,631,967 13,928,795 9,703,172  
23 Insurance ... 6,951,638 1,972,728 4,978,910  
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 FEDERAL INCOME TAX 193,534 308,947 -115,413  
b MEDICAL SUPPLIES 150,924,827 145,569,970 5,354,857  
c Professional Fees 29,690,985 5,104,443 24,586,542  
d Residency 8,476,549 8,448,874 27,675  
e All other expenses 26,713,321 11,047,785 15,665,536 0
25 Total functional expenses. Add lines 1 through 24e 772,389,665 521,854,830 250,534,835 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 (2015)
Form 990 (2015)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX ..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........   1 23,420
2 Savings and temporary cash investments ......... 2,208,675 2 4,089,845
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net ............. 143,745,028 4 140,103,779
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 0
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 0
7 Notes and loans receivable, net ....   7  
8 Inventories for sale or use ........ 17,938,434 8 18,960,809
9 Prepaid expenses and deferred charges ...... 4,058,695 9 3,658,544
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 720,250,166
b Less: accumulated depreciation 10b 419,448,445 300,318,238 10c 300,801,721
11 Investments—publicly traded securities .   11  
12 Investments—other securities. See Part IV, line 11 ..... 2,238,458 12  
13 Investments—program-related. See Part IV, line 11 .. 0 13  
14 Intangible assets ............... 6,301,838 14 17,248,129
15 Other assets. See Part IV, line 11 ........... 262,894,629 15 632,859,690
16 Total assets. Add lines 1 through 15 (must equal line 34)... 739,703,995 16 1,117,745,937
Liabilities 17 Accounts payable and accrued expenses ..... 49,667,770 17 51,077,753
18 Grants payable ...   18  
19 Deferred revenue ......... 5,050,889 19 3,415,479
20 Tax-exempt bond liabilities .........   20  
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 254,436,019 25 604,748,901
26 Total liabilities. Add lines 17 through 25.. 309,154,678 26 659,242,133
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 430,549,317 27 444,315,216
28 Temporarily restricted net assets ...........   28 14,151,946
29 Permanently restricted net assets   29 36,642
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 ........... 430,549,317 33 458,503,804
34 Total liabilities and net assets/fund balances ........ 739,703,995 34 1,117,745,937
Form 990 (2015)
Form 990 (2015)
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
824,867,695
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
772,389,665
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
52,478,030
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
430,549,317
5
Net unrealized gains (losses) on investments ...............
5
-5,677,933
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
-18,845,610
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
458,503,804
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 (2015)
Form 990 (2015)
Additional Data


Software ID: 15000238
Software Version: 2015v3.0
Form 990, Special Condition Description:
Special Condition Description
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
2015
Open to Public
Inspection
Name of the organization
Sacred Heart Health System Inc
 
Employer identification number

59-0634434
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
6
7
8
9
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 (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 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
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) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (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) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (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) 2015

Schedule A (Form 990 or 990-EZ) 2015
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) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (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) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (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) 2015

Schedule A (Form 990 or 990-EZ) 2015
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 (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) 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 section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
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 I of Schedule L (Form 990 or 990-EZ).
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 9a) 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 9a) 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 section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b 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
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
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
 
 
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, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) 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) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
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
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
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 2015 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-2015
(iii)
Distributable
Amount for 2015
1 Distributable amount for 2015 from Section C, line
6
 
2 Underdistributions, if any, for years prior to 2015
(reasonable cause required--see instructions)
 
3 Excess distributions carryover, if any, to 2015:
a
b
c
d From 2013.......  
e From 2014.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2015 distributable amount  
i Carryover from 2010 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2015 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2015 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2015, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)
 
6 Remaining underdistributions for 2015. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)
 
7 Excess distributions carryover to 2016. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a
b
c Excess from 2013.......  
d From 2014.......  
e From 2015.......  
Schedule A (Form 990 or 990-EZ) (2015)

Schedule A (Form 990 or 990-EZ) 2015
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) 2015


Additional Data


Software ID: 15000238
Software Version: 2015v3.0
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
2015
Name of the organization
Sacred Heart Health System Inc
 
Employer identification number

59-0634434
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) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
Name of organization
Sacred Heart Health System Inc
 
Employer identification number
59-0634434
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) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Page 3
Name of organization
Sacred Heart Health System Inc
 
Employer identification number

59-0634434
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) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Page 4
Name of organization
Sacred Heart Health System Inc
 
Employer identification number

59-0634434
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) (2015)

Additional Data


Software ID: 15000238
Software Version: 2015v3.0
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 BulletInformation about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
If the organization answered "Yes" on 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" on 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" on 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
Sacred Heart Health System Inc
 
Employer identification number

59-0634434
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-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2015

Schedule C (Form 990 or 990-EZ) 2015
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) 2012 (b) 2013 (c) 2014 (d) 2015 (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) 2015


Schedule C (Form 990 or 990-EZ) 2015
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 on 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
 
12,462
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
Yes
 
212,901
j
Total. Add lines 1c through 1i ....................................................................................................
225,363
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
Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY SACRED HEART HEALTH SYSTEM, INC. ENGAGED CONSULTANTS TO ASSIST IN VARIOUS LOBBYING ACTIVITIES PERTAINING TO STATE AND FEDERAL HEALTH CARE LEGISLATION, INCLUDING HEALTH CARE REFORM, STAFF AND CONSULTANTS WROTE LETTERS AND MET PERSONALLY WITH STATE AND LOCAL LEGISLATORS ON THESE MATTERS. LOBBYING EXPENSES REPRESENT THE PORTION OF DUES PAID TO NATIONAL AND STATE HOSPITAL ASSOCIATIONS THAT IS SPECIFICALLY ALLOCABLE TO LOBBYING. SACRED HEART HEALTH SYSTEM, INC. DOES NOT PARTICIPATE IN OR INTERVENE IN (INCLUDING THE PUBLISHING OR DISTRIBUTING OF STATEMENTS) ANY POLITICAL CAMPAIGN ON BEHALF OF (OR IN OPPOSITION TO) ANY CANDIDATE FOR PUBLIC OFFICE.
Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY SACRED HEART HEALTH SYSTEM, INC. ENGAGED CONSULTANTS TO ASSIST IN VARIOUS LOBBYING ACTIVITIES PERTAINING TO STATE AND FEDERAL HEALTH CARE LEGISLATION, INCLUDING HEALTH CARE REFORM, STAFF AND CONSULTANTS WROTE LETTERS AND MET PERSONALLY WITH STATE AND LOCAL LEGISLATORS ON THESE MATTERS. LOBBYING EXPENSES REPRESENT THE PORTION OF DUES PAID TO NATIONAL AND STATE HOSPITAL ASSOCIATIONS THAT IS SPECIFICALLY ALLOCABLE TO LOBBYING. SACRED HEART HEALTH SYSTEM, INC. DOES NOT PARTICIPATE IN OR INTERVENE IN (INCLUDING THE PUBLISHING OR DISTRIBUTING OF STATEMENTS) ANY POLITICAL CAMPAIGN ON BEHALF OF (OR IN OPPOSITION TO) ANY CANDIDATE FOR PUBLIC OFFICE.
Schedule C (Form 990 or 990EZ) 2015


Additional Data


Software ID: 15000238
Software Version: 2015v3.0

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on 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
2015
Open to Public Inspection
Name of the organization
Sacred Heart Health System Inc
 
Employer identification number

59-0634434
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on 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" on 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, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, 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" on 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 on 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 on 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) 2015

Schedule D (Form 990) 2015
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" on 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" on Form 990, Part IV, line 10.
(a)Current year (b)Prior year (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 36,642 36,642 36,149 36,833 32,833
b Contributions ... 0   0 0 4,000
c Net investment earnings, gains, and losses 0 0 493 -684 0
d Grants or scholarships ... 0   0 0  
e Other expenditures for facilities
and programs ...
0   0 0  
f Administrative expenses .... 0   0 0  
g End of year balance ...... 36,642 36,642 36,642 36,149 36,833
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet0 %
b
Permanent endowment SchDMd Bullet100 %
c
Temporarily restricted endowment SchDMd Bullet0 %
The percentages on 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)
 
No
(ii) related organizations .................
3a(ii)
Yes
 
b
If "Yes" on 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' on 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 ... 4,702,123 22,565,908 27,268,031
b Buildings 12,715,204 409,077,724 229,572,472 192,220,456
c Leasehold improvements   1,880,023 1,698,012 182,011
d Equipment ...   216,066,670 170,704,634 45,362,036
e Other ...   53,242,514 17,473,327 35,769,187
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 300,801,721
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b)Book value (c)Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
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' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
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' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) Due from Affiliates 400,923,002
(2) Interest in Investments Held by Ascension Health Alliance 188,141,215
(3) Temporarily Restricted Investments 14,188,588
(4) Ascension Deferred Compensation 11,011,620
(5) Other Receivables 8,453,363
(6) Security Deposits 426,223
(7) Lease Receivable ST  
(8) Notes Receivable Physicians 2,975,500
(9) Lease Receivable LT 1,854,496
(10) Invests Property Plant Equipment 4,700,423
(11) Assets Held for Sale 368,532
(12) Assets from Disc Ops -183,272
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 632,859,690
Part X
Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
Intercompany Debt with Ascension Health Alliance 110,435,197
Deferred Compensation 11,011,620
Due to Affiliates 409,671,143
Retirement Plan Obligation 26,005,858
Self Insurance Trust 5,417,395
Other Liabilities 5,147,942
Third Party Payables 11,471,843
MOB LIABILITY ACCOUNTING OWNERSHIP 10,714,963
AR CREDIT BALANCES 3,362,853
Current Portion LTD CDMS 1,466,984
AH Savings Plan Liability 3,242,525
Accrued Sales Use Tax 10,143
Lease Liability LT 1,311,384
Asset Retirement Obligations Liability 146,170
Long Term At Risk Compensation 3,637,498
Valuation Allowance 1,500,000
Accrued State Healthcare Tax 195,383
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 604,748,901
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) 2015

Schedule D (Form 990) 2015
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  

Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Schedule D, Part V, Line 4 Intended uses of endowment funds The endowment fund was established for the benefit of Sacred Heart Health System, Inc. with the intended purpose of providing resource materials for parents.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote FROM THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF ASCENSION HEALTH ALLIANCE ("THE SYSTEM") (WHICH INCLUDE THE ACTIVITY OF SACRED HEART HEALTH SYSTEM, INC.): THE SYSTEM ACCOUNTS FOR UNCERTAINTY IN INCOME TAX POSITIONs BY APPLYING A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE SYSTEM HAS DETERMINED THAT NO MATERIAL UNRECOGNIZED TAX BENEFITS OR LIABILITIES EXIST AS OF JUNE 30, 2016.
Schedule D (Form 990) 2015


Additional Data


Software ID: 15000238
Software Version: 2015v3.0




SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" on 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
2015
Open to Public Inspection
Name of the organization
Sacred Heart Health System Inc
 
Employer identification number

59-0634434
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .
1a
Yes
 
b
If "Yes," was it a written policy? ......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
%
b
Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate
which of the following was the family income limit for eligibility for discounted care: . . . . . . . .
3b
Yes
 
%
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

4

Yes

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

5a

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
Yes
 
b
If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .
6b
 
No
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) . . .
0   6,675,869 0 6,675,869 0.87 %
b Medicaid (from Worksheet 3, column a) . . . . . 0 0 129,532,486 99,130,777 30,401,709 3.95 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . . 0 0 0 0 0 0 %
d Total Financial Assistance and Means-Tested Government Programs . . . . . 0 0 136,208,355 99,130,777 37,077,578 4.82 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).     17,236,122 13,031,346 4,204,776 0.55 %
f Health professions education (from Worksheet 5) . . .     2,426,036 2,602,973 0 0 %
g Subsidized health services (from Worksheet 6) . . . .     0 0 0 0 %
h Research (from Worksheet 7) .     439,335 300,193 139,142 0.02 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .     0 0 0 0 %
j Total. Other Benefits . . 0 0 20,101,493 15,934,512 4,343,918 0.56 %
k Total. Add lines 7d and 7j . 0 0 156,309,848 115,065,289 41,421,496 5.39 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
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 0 %
2 Economic development         0 0 %
3 Community support         0 0 %
4 Environmental improvements         0 0 %
5 Leadership development and
training for community members
        0 0 %
6 Coalition building         0 0 %
7 Community health improvement advocacy         0 0 %
8 Workforce development         0 0 %
9 Other         0 0 %
10 Total 0 0 0 0 0 0 %
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
11,790,576
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
875,902
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
261,900,024
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
275,072,591
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-13,172,567
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) 2015
Schedule H (Form 990) 2015
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 Sacred Heart Hospital
5151 N 9th Ave
Pensacola,FL32504
www.sacred-heart.org
4433
X X X X   X X     A
2 Sacred Heart on the Emerald Coast
7800 US Hwy 98 West
Miramar Beach,FL32550
www.sacredheartemerald.org
4470
X X         X     A
3 Sacred Heart Hospital on the Gulf
3801 E Hwy 98
Port St Joe,FL32456
www.sacred-heart.org/gulf
4502
X X         X     A
4 Bay Medical Center
615 North Bonita Avenue
Panama City,FL32401
www.sacred-heart.org/baymedicalcenter
3982
X X         X     B
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 4
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)
A
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
 
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 15
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  
6 a 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 Yes  
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 Yes  
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 15
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): HTTP://WWW.SACRED-HEART.ORG/CHNA/
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" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on 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) 2015
Schedule H (Form 990) 2015
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
A
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Included measures to publicize the policy within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
https://www.sacred-heart.org/Patient-Billing/?ID=1137
b
https://www.sacred-heart.org/Patient-Billing/?ID=1137
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) 2015
Schedule H (Form 990) 2015
Page 6
Part VFacility Information (continued)

A
Name of hospital facility or letter of facility reporting group  
Yes No
19 Did the hospital facility or other authorized 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 19. (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) 2015
Schedule H (Form 990) 2015
Page 4
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)
B
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):
4
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 15
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  
6 a 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 Yes  
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 15
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): HTTP://WWW.SACRED-HEART.ORG/CHNA/
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" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on 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) 2015
Schedule H (Form 990) 2015
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
B
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Included measures to publicize the policy within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
https://www.sacred-heart.org/Patient-Billing/?ID=1137
b
https://www.sacred-heart.org/Patient-Billing/?ID=1137
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) 2015
Schedule H (Form 990) 2015
Page 6
Part VFacility Information (continued)

B
Name of hospital facility or letter of facility reporting group  
Yes No
19 Did the hospital facility or other authorized 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 19. (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) 2015
Schedule H (Form 990) 2015
Page 7
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
Schedule H, Part V, Section B, Line 5 Facility A, 1 Facility A, 1 - A1 - Sacred Heart Hospital. Sacred Heart Hospital Pensacola Community Health Needs Assessment - 2015/2016 Overview In 2015, the Community Health Needs Assessment (CHNA) process was facilitated by the Partnership for a Healthy Community (Partnership), a nonprofit tax-exempt organization whose mission is to sponsor community health status assessments for the communities of Escambia and Santa Rosa Counties in Northwest Florida and to support and promote collaborative initiatives that address priority health problems. The Partnership completed four previous assessments for the community in 1995, 2000, 2005, and 2012. Collaborating partners in the completion of this report include representatives from The Florida Departments of Health in Escambia and Santa Rosa Counties, Baptist Health Care, Sacred Heart Health System, Escambia Community Clinics (a federally qualified health center), and the University of West Florida. The area of the needs assessment was defined as the population of Escambia and Santa Rosa Counties. Escambia County is the 18th largest of Florida's 67 counties by population and the 38th largest by landmass. The westernmost county in the State of Florida has a total population of 302,421. According to the 2014 estimates by the Department of Health, Office of Health Statistics, the racial distribution in Escambia County is 69.4% White, 30.6% Black or another race. Of the total population, 5.4% is Hispanic. Only 15.5% of residents speak a language other than English, compared to 27.4% for the State of Florida (2013 estimates). The county Poverty is 16.4%, significantly higher than the 13.8% average for the State of Florida. Santa Rosa County borders Escambia County to the east, and has a total population of 160,506. Its county seat is the City of Milton, which has a population of around 9,000. According to the 2014 estimates by the Department of Health, Office of Health Statistics, the racial distribution in Santa Rosa County is 87.7% White, 12.3% Black or another race. Of the total population, 5.6% is Hispanic. Only 6.5% of residents speak a language other than English, compared to 27.4% for the State of Florida (2013 estimates). Santa Rosa County is not only less populated than Escambia County, it also has a lower population density, reflecting a more rural landscape. The southern portion of Santa Rosa County is geographically separated from the north by Pensacola Bay. The Partnership conducted a Community Health Survey with a total of 1,621 respondents from Escambia and Santa Rosa Counties and found the following Themes and Community Concerns: - Obesity, Poor Eating Habits, Affordability of Healthy Foods, - Access to Dental Care - Mental Health & Substance Abuse Behaviors & Access to Mental Health Services. The Partnership collected county-level data for 167 health status indicators and 27 demographic indicators. As a benchmark, individual performance for each county was compared to that of Florida state as a whole. To identify overall themes, results were analyzed using the County Health Rankings model for population health that emphasized the impact of health factors, such as behavior, clinical care, social & economic factors, and physical environment, on the health outcomes of mortality (length of life) and morbidity (quality of life). The 2015-16 Community Health Needs Assessment - Escambia and Santa Rosa Counties, Florida (CHNA) report (available on-line at www.sacred-heart.org/CHNA) details the processes and data used to identify the following the top priority health issues identified for the two county area: - Healthiest Weight and Nutrition - Tobacco Use - Access to Care
Schedule H, Part V, Section B, Line 5 Facility A, 2 Facility A, 2 - A2 - Sacred Heart on the Emerald Coast. Sacred Heart Hospital on the Emerald Coast Community Health Needs Assessment - 2015/2016 Overview In 2015, Sacred Heart Health System ("SHHS") and the Florida Department of Health - Walton County ("FDOH-Walton") worked together, in collaboration with other community organizations and agencies, to conduct a community health needs assessment ("CHNA") for the approximately 59,000 residents of Walton County, Florida. The area of this needs assessment is defined as the population of Walton County.Walton County is situated in the Panhandle of Florida and encompasses 1,238 square miles. Approximately 15% of Walton County's land mass is water, and an additional 20% is federally owned as part of Eglin Air Force Base. The county seat is the City of DeFuniak Springs, and the City of Freeport and Town of Paxton are the only other incorporated areas. Historically, Walton County has been one of the fastest growing counties in the United States. The population grew more than 35% between 2000 and 2010. Between 2010 and 2014, Walton County population grew 11.4%, compared to total population growth in the State of 5.5% during that period. In spite of significant population growth,Walton County has a low population density of 50 people per square mile, and is designated as a statutory rural county by the State of Florida. Minorities represent about 13% of the total population in Walton County, compared to almost 24% of the population of the State. Only 5.7% of the population ofWalton County is Hispanic, compared to 23.3% of the State's population. The median household income inWalton County is $43,640, significantly below that of the State. In 2013, the poverty rate was 33.4%, compared to 29.0% statewide. The unemployment rate as of August 2015 was 4.7%, lower than statewide and a significant improvement from the 9.4% rate reported for 2010. The CHNA process was led by SHHS and FDOH-Walton, with active participation by community organizations and private and public agencies which collectively comprise theWalton Community Health Improvement Partnership (WCHIP). The CHNA process included WCHIP meetings, a survey of health and human service organizations, and a community survey distributed both on-line and in paper format. More than 50 people representing more than 30 different community agencies and organizations and the general public participated in various meetings throughout the process. In addition, 253Walton County residents completed the community survey. Particular focus was placed on obtaining input from vulnerable population groups. Based on the results of the assessments, a list of 50 health indicators that were of greatest concern in Walton County was identified. Using the County Health Ranking's model of population health as a framework, the top health issues were presented and discussed at a community meeting organized by WCHIP. Participants were asked to consider three criteria for prioritizing the top issues: - Severity/Magnitude (of the health issue) - Feasibility to Address (availability of resources, community will) - Potential Impact (on community health status) The 2015-16 Community Health Needs Assessment - Walton County, Florida (CHNA) report (available on-line at www.sacred-heart.org/CHNA) details the processes and data used to identify the following the top priority health issues identified for Walton County: - Provider Availability and Access - Substance Abuse and Mental Health - Healthy Weight
Schedule H, Part V, Section B, Line 5 Facility A, 3 Facility A, 3 - A3 - Sacred Heart Hospital on the Gulf. Sacred Heart Hospital on the Gulf Community Health Needs Assessment - 2015/2016 Overview In 2015, Sacred Heart Health System ("SHHS") and the Florida Department of Health - Gulf County ("DOHGULF") worked together, in collaboration with the DOH-Gulf's Community Health Improvement Partnership (CHIP) and numerous other community organizations and agencies, to conduct a community health needs assessment ("assessment") for the approximately 16,000 residents of Gulf County, Florida. The CHNA provides a snapshot in time of the community strengths, needs, and priorities. Guided by the Mobilization for Action through Planning and Partnerships (MAPP) process, the report is a result of a collaborative and participatory approach to community health planning and improvement. Improving the health of the community is critical to enhancing Gulf County residents' quality of life and supporting its future prosperity and well-being. The area for the purposes of the assessment was defined as the population of Gulf County. Gulf County has a total area of 745 square miles, of which 25% is water. There are two population centers in Gulf County - Wewahitchka in the northeast part of the County and Port St. Joe, the County seat and largest city, on the coast. The population in Gulf County increased by 7.0% between 2000 and 2010, although the growth rate was less than the State of Florida over the same period. Between 2010 and 2014, the Gulf County population grew only 2.5%, compared to total population growth in the State of 5.8% during that period. Minorities represent about 23% of the total population, comparable to the composition of the State. The median household income in Gulf County is $40,455, significantly below that of the State. In 2013, the poverty rate was 30.8%, compared to 29.0% statewide. The unemployment rate as of August 2015 was 4.9%, lower than statewide and a significant improvement from the 10.3% rate reported for 2010. The assessment process included CHIP meetings and workshops and a community survey distributed both online and in paper format. More than 25 people representing more than 15 different community agencies and organizations and the general public participated in various meetings throughout the process. In addition, 240 Gulf County residents completed the community survey. Particular focus was placed on obtaining input from vulnerable population groups. Quantitative data were obtained from county, state, and national sources. Qualitative information was obtained through regular CHIP meetings and workshops and the community survey. The data review was followed by a decision matrix and ended with selection of health priorities based on the following criteria: - Broad applicability of solution set - Time frame required to support efforts - Potential to reduce health disparities - Alignment with vision (To enhancer health for all generations in Gulf County) - Community support for the problem - Resource availability to address problem The 2015-16 Community Health Needs Assessment - Gulf County, Florida (CHNA) report (available on-line at www.sacred-heart.org/CHNA) details the processes and data used to identify the following the top priority health issues identified for Gulf County: - Access to Care - Mental Health and Substance Abuse - Healthy Weight
Schedule H, Part V, Section B, Line 6a Facility A, 1 Facility A, 1 - A1 - Sacred Heart Hospital. Baptist Healthcare
Schedule H, Part V, Section B, Line 6b Facility A, 1 Facility A, 1 - A1 - Sacred Heart Hospital. The Florida Departments of Health in Escambia and Santa Rosa Counties, Sacred Heart Health System, Escambia Community Clinics (a federally qualified health center), and the University of West Florida.
Schedule H, Part V, Section B, Line 6b Facility A, 2 Facility A, 2 - A2 - Sacred Heart of the Emerald Coast. In 2015, Sacred Heart Health System ("SHHS") and the Florida Department of Health - Gulf County ("DOHGULF") worked together, in collaboration with the DOH-Gulf's Community Health Improvement Partnership (CHIP) and numerous other community organizations and agencies, to conduct a community health needs assessment ("assessment") for the approximately 16,000 residents of Gulf County, Florida.
Schedule H, Part V, Section B, Line 6b Facility A, 3 Facility A, 3 - A3 - Sacred Heart Hospital of the Gulf. In 2015, Sacred Heart Health System ("SHHS"), the Florida Department of Health - Bay County ("DOH-Bay") and the Bay County Community Health Task Force (CHTF) worked together, in collaboration with other community organizations and agencies, to conduct a community health needs assessment (CHNA) for the approximately 175,000 residents of Bay County, Florida.
Schedule H, Part V, Section B, Line 7 Facility A, 1 Facility A, 1 - A1 - SACRED HEART HOSPITAL. At a community Forum
Schedule H, Part V, Section B, Line 7 Facility A, 2 Facility A, 2 - A2 - Sacred Heart on the Emerald Coast. At a community forum
Schedule H, Part V, Section B, Line 7 Facility A, 3 Facility A, 3 - A3 - Sacred Heart Hospital on the Gulf. At a community Forum
Schedule H, Part V, Section B, Line 11 Facility A, 1 Facility A, 1 - A1 - Sacred Heart Hospital. HEALTHY WEIGHT GOAL: Improve skills and access for healthy weight. STRATEGY/ACTIONS: Prevent type 2 diabetes by educating patients on self-monitoring of diet and physical activity, building self-efficacy and social support to maintain lifestyle changes, and problem-solving to overcome common weight loss, physical activity, and healthy eating challenges. BACKGROUND: - The target population is adults who are overweight or obese (BMI 25.0 or greater) and are at risk for type 2 diabetes (determined by American Diabetes Association Risk Assessment Test) - Sacred Heart Diabetes Prevention Program (DPP) is a 52 week program that addresses healthy lifestyle choices, including a focus on achieving and maintaining a healthy weight. - DPP includes evidence based curricula from the Centers of Disease Control (CDC) Diabetes Prevention Program which consists of a series of 16 weekly classes, 8 biweekly and 6 monthly classes. - Classes are promoted community-wide and participants may self-refer or be referred by their medical team. RESOURCES/COMMUNITY PARTNERS: SHHPS Patient Education Department (SHPED); Sacred Heart Medical Group (SHMG), Live Well Partnership for a Healthy Community OUTCOMES/ANTICIPATED IMPACT: - By June of 2017, 50% of participants will achieve a minimum of 150 minutes of moderate activity per week at completion of first 16 weeks. - By June of 2017, 50% of participants will have a minimum of 5% total weight loss at 6 month check-in per logs. TOBACCO USE GOAL: Reduce adult tobacco use STRATEGY/ACTIONS: Provide tobacco cessation classes/ counseling targeting Sacred Heart inpatients and outpatients. BACKGROUND: - When medically appropriate, bed-side information and counseling is provided for inpatient tobacco users identified through the admission process. Patients identified during inpatient stays receive more targeted follow up assistance and may be enrolled in classes, receive one on one counseling and nicotine replacement therapy (as appropriate) following their inpatient stay. - Physicians may identify and refer patients during outpatient visits to participate in classes offered on campus free of charge to the public and/or for one-on-one tobacco cessation counseling. Classes are also promoted community wide and do not require a referral. - Free nicotine replacement therapy (available through classes) is available for most cessation options - All classes and counselling follow the Agency for Health Care and Quality clinical guidelines best practices for treating tobacco use. RESOURCES/COMMUNITY PARTNERS: Sacred Heart Patient Education (SHPE), Area Health Education Center (AHEC), Sacred Heart Medical Group (SHMG), Sacred Heart Residency Support, Sacred Heart Marketing (SHM), Live Well Partnership for a Healthy Community OUTCOMES/ANTICIPATED IMPACT: - By June 2017, one year quit rates for participants (inpatient origin) will increase by 3% to 65% quit. - By June 2017, one year quit rates for participants (community/outpatient origin) will increase by 3% to 88% quit. ACCESS TO CARE GOAL: Promote early intervention and health management STRATEGY/ACTIONS: Providing community health screenings, health promotion education and support through community based outreach services to reduce ED and Inpatient admissions and length of stay due to unmanaged conditions. BACKGROUND: - Early intervention, self-care education and access to a medical home can reduce the onset and severity of ambulatory sensitive conditions such as diabetes and congestive heart failure. - Mission in Motion (MIM) provides free health screenings at sites in Escambia and Santa Rosa counties. The MIM targets persons who are poor, uninsured, or elderly and provides blood screenings to measure blood pressure, blood sugar, total cholesterol and blood count. - Sacred Heart's Faith Community Nursing Program (FCN) is available to churches of all faiths. It supports the efforts of volunteer nurses who choose to assist church members in a variety of way. Faith community nurses are state licensed RNs, often retired or semi-retired, who feel a calling to this special role. Parish nurses do not act as home health nurses or provide hospital-style nursing care, but they may make home visits to persons with health care needs, organize a health care screening through Sacred Heart, initiate referrals to physicians or community agencies, or provide other health education or spiritual support to church members. - AADE7 Self Care Behaviors is evidence based intervention developed by the American Association of Diabetic Educators (AADE). - Escambia and Santa Rosa uninsured rates are 18.5%. In FY 2015, the highest volume of uninsured IP admissions were from the 32505 zip code. - Additional focus of the Community Wellness Outreach will target recruitment and outreach efforts in the 32505 zip code. RESOURCES/COMMUNITY PARTNERS: Community Wellness Outreach (CWS): Faith Community Nursing (FCN), Mission in Motion (MIM), Local churches and community centers. Funding for Escambia Community Clinics - ECC. Live Well Partnership for a Healthy Community OUTCOMES/ANTICIPATED IMPACT: - By January 2017, 90% of MIM clients over the age of 65 will have received a flu shot. - By December of 2017, 50% of FNC clients tested will score higher than 80% on the AADE7 Self Care Behaviors Post test - By December of 2017, total cost of uncompensated SHHP Emergency Department admissions in FY 2015 from zip code 32505 will be reduced by 10%.
Schedule H, Part V, Section B, Line 11 Facility A, 2 Facility A, 2 - A2 - Sacred Heart on the Emerald Coast. ACCESS TO CARE GOAL: Increase access to primary care services for the uninsured and underinsured in Walton County. STRATEGY/ACTIONS: Increase the availability of primary care and chronic disease management for uninsured and underinsured adults in Walton County. BACKGROUND: - Access to comprehensive, quality healthcare services is important for the achievement of health equity and for increasing the quality of healthy life for everyone. Access to care impacts the overall physical, social and mental health status; prevention of disease and disability; preventable hospitalization; detection and treatment of health conditions; quality of life; preventable death; and life expectancy. - Access to care is a major issue in Walton County and is primarily driven by the lack of available providers, high cost of insurance coverage and lack of awareness of available services. - About 22% of the adult population in Walton County does not have a primary care provider, which increased from 19% in the previous period. - Walton County has less providers per population than the state in all four categories for primary care, including family medicine, internal medicine, pediatrics and obstetrics/gynecology. The Health Resources & Services Administration (HRSA) has designated all of Walton County as a health professional shortage area (HPSA) for primary care, mental health and dental care. - The Hope Medical Clinic is a free clinic in Destin, Florida (Okaloosa County) that serves the uninsured and underinsured working residents of Okaloosa and Walton counties. The clinic provides robust primary care services, chronic disease management and referrals for social services and specialty medical care. The current wait time for a new patient appointment referred by the emergency department navigators at Sacred Heart is four to six weeks. - With support from community agencies, the Hope Medical Clinic will open a new clinic in Freeport (central Walton County) over the next 12-18 months. The new clinic will be located in a medically underserved area that easily reaches patients from all parts of Walton County. The clinic will welcome new patients and provide walk-in care a few days a week for established patients. The opening of the new clinic will allow the original clinic in Okaloosa County to enhance services as well, including offering walking care a few days a week for established patients. - If the Hope Medical Clinic is able to operate two free clinics with walk-in care services a few days a week, the overall goal is to get new patients referred by the emergency department navigators a new patient appointment within five business days. RESOURCES/COMMUNITY PARTNERS: Sacred Heart Hospital on the Emerald Coast(Administration, Patient Navigators, funding), Hope Medical Clinic OUTCOMES/ANTICIPATED IMPACT: - By June 2017, achieve a minimum of 150 new patients enrolled with Hope Medical Clinic through financial support of clinic operations and patient navigation/ED diversion. - By June 2017, reduce the amount of time to the next available appointment in Destin for a new patient referred by the ED navigator to 5 weekdays or less. - By June 2019, reduce the percentage of community respondents that report they could not afford a primary care appointment by 1.7% per follow-up surveying. MENTAL HEALTH AND SUBSTANCE ABUSE GOAL: Increase positive infant outcomes due to early identification of prenatal substance abuse. STRATEGY/ACTIONS: Establish policy and environment of care to identify newborns and unborn children exposed to harmful drugs during the prenatal period, implementing an interdisciplinary approach to provide earliest intervention possible for treatment of mother and child. BACKGROUND: - Currently there are is no policy/ established process for suspected prenatal drug use. In FY 2016, it is estimated that 100 babies were delivered into our facilities that had been exposed to drugs that may lead to complications. Types of drug usage may range from occasional marijuana use to chronic use/addiction. - In utero exposure to certain drugs can cause neonatal withdrawal (Neonatal Abstinence Syndrome - NAS) after birth when the drug is abruptly stopped because the infant, like the mother, has developed physical dependence on the drug. - NAS increases the risk of respiratory complications at birth, low birthweight, prematurity, feeding difficulties, and seizures. Early intervention can reduce the severity of withdrawal, improve symptoms. and reduce the average length of stay (LOS) and transfers to the neonatal intensive care unit (NICU). - The incidence of NAS in the United States has increased form 1.2 per 1,000 hospital births in 2000 to 3.39 per 1,000 hospital births in 2009 (FOAG, 2013). - The rate of Walton County infants with Neonatal Abstinence Syndrome has increased from 7.7 per 1,000 live births in 2007 to 17.1 per 1,000 live births in 2011. This is significantly higher than Florida's rates of NAS at 3.1 & 7.5 respectively (FOAG, 2013). - Providing more information to community health care and service providers on available treatment and intervention resources for pregnant women can help reduce the incidence of Neonatal Abstinence Syndrome. - Cases of interest are identified by DCF inquiry and/or flagged by health professional (community OB, facility) for suspected drug exposure in utero. RESOURCES/COMMUNITY PARTNERS: SHHEC Family Birth Place (FBP), affected staff (social work (SW), nursing, lab technicians, pediatricians, and obstetricians), time, materials, equipment, technology, shipping cost for meconium testing, technology, and community partners such as C.O.P.E., Department of Children and Families (DCF), Healthy Start, and CDAC. OUTCOMES/ANTICIPATED IMPACT: - By June 2017, 65% of cases of interest will be screened within 12 hours of birth for prenatal harmful drug use. - By June 2017, 75% of women testing positive for harmful drug use during prenatal period and referred to SHHG Social Worker by their PCP/OB will receive Social Worker consultation. (SW Prenatal Referral Consults) - By June 2017, no more than 50% of SW Prenatal Referral Consults will test positive for harmful drug use upon admission. - By June 2017, the average length of stay for newborn cases of interest will be no more than 75% longer than normal newborn average LOS. HEALTHY WEIGHT GOAL: Increase the initiation of breastfeeding in Walton County STRATEGY/ACTIONS: Implement policies, training and resources to support breastfeeding among mothers delivering at SHHEC. BACKGROUND: - Target population is mothers delivering at SHHEC (approximately 1,200/year). - Breastfeeding is an evidence-based intervention that reduces the risk of childhood obesity as well as diabetes and SIDS in children. (WHO, UNICEF, HP2020, CDC) - "Baby Friendly" designation is a system and policy change intervention. - The Baby-Friendly Hospital Initiative (BFHI) is a global program that was launched by the World Health Organization (WHO) and the United Nations Children's Fund (UNICEF) in 1991 to encourage and recognize hospitals and birthing centers that offer an optimal level of care for infant feeding and mother/baby bonding. It recognizes and awards birthing facilities who successfully implement the Ten Steps to Successful Breastfeeding (i) and the International Code of Marketing of Breast-milk Substitutes (ii) - All measures/targets are for 'well babies' (normal newborn - medically appropriate) RESOURCES/COMMUNITY PARTNERS: Lactation Consultant (L); Hospital admin (H); Hospital Staff RNs (R); Task Force (T); SHHEC Marketing (M); FL Dept of Health-Walton County (DOH-W); SHMG OB-GYNs and Staff (S); Baby Friendly USA (B) OUTCOMES/ANTICIPATED IMPACT: - By May 2017, achieve Baby-Friendly Designation from Baby-Friendly USA, Inc. - By May 2017, increase to 90% the percent of mothers delivering at SHECC who attempt breastfeeding. - By May 2017, increase to 90% the percent of mothers delivering at SHECC who are exclusively breastfeeding at discharge.
Schedule H, Part V, Section B, Line 11 Facility A, 3 Facility A, 3 - A3 - Sacred Heart Hospital on the Gulf. ACCESS TO CARE GOAL: Reduce unnecessary admissions and emergency department visits by increasing access to primary care in Gulf / Franklin County STRATEGY/ACTIONS: Increase activation for underserved living with diabetes, hypertension, heart failure, and COPD through coaching, care management, and medical home coordination. BACKGROUND: - The target population is underserved living in Gulf and Franklin counties. - MyGulfCare (MGC) is a program of SHHG in partnership with the Florida Department of Health in Gulf County (DOH-Gulf) that targets low-income Gulf County residents with chronic disease management challenges. MyGulf Care employs a nontraditional, individualized approach by providing chronic care nurse coaching assistance and education to address both health care and social services needs. - During the fourth quarter of FY 2016, the program expanded to include COPD and heart failure disease conditions. - Disease management stop light tools have been developed for COPD and heart failure, but not yet for diabetes. - The strategy will be developed using evidence based disease management information from sources such as American Association of Diabetes Educators (AADE) and Insignia Health's Coaching for Activation. RESOURCES: MyGulf Care (MGC) Social Worker (SW), Nurse Care Managers (CM), and Pharmacy Assistance Program Coordinator (PAP), Gulf County Health Department, Franklin County Health Department, Sacred Heart Medical Group, Sacred Heart Hospital Care Coordination Department, SHHG Emergency Department OUTCOMES/ANTICIPATED IMPACT: - By June 2017, at least 50% of program participants will have a documented Patient Activation Measurement (PAM) level of at least 3 - By Jun 2017, at least 75% of participants will be scheduling their own primary care visits. - By June 2017, at least 75% of participants enrolled for 12 months will show improvement in biometric data (A1c levels, blood pressure, weight) - By 2018, reduce Gulf County Emergency Department visit rate for ambulatory sensitive conditions by 3% MENTAL HEALTH AND SUBSTANCE ABUSE GOAL: Increase awareness of mental health services in Gulf County STRATEGY/ACTIONS: Provide education to the community to increase awareness of services available and reduce the stigma associated with mental health and mental illnesses. BACKGROUND: - Average number of adult poor mental health days in Gulf County (last 30 days- Count): 7.5 vs. State: 5.1. - More than 1 in 5 of the general population respondents and 15% (n= )of the vulnerable population respondents feel that mental health is one of the most important health issues in the county. (Community Survey, 2015) - 37% of both general and vulnerable population respondents indicated that they think mental health services are difficult to obtain within Gulf County. (Community Survey, 2015) - 30% of the general population respondents and 26% of vulnerable respondents did not know where to go to receive mental health care. (Community Survey, 2015) RESOURCES: Sacred Heart on the Gulf ( SHHG) staff, meeting space, printing and distribution. MyGulfCare, Gulf 211, Florida Department of Health in Gulf County (FDOH-G), Gulf Community Health Improvement Plan (CHIP) Partners. OUTCOMES/ANTICIPATED IMPACT: - By April 2018, the percentage of the general Gulf County population who are aware of mental health resources will increase from 60% to 65% HEALTHY WEIGHT GOAL: Reduce the impact of obesity (BMI greater than 30.0) and diabetes in Gulf County. STRATEGY/ACTIONS: Improve MyGulfCare client self-management of weight and blood glucose levels through education and counselling. BACKGROUND: - According to the Florida Department of Health, the number one public health threat to Florida's future is unhealthy weight. The estimated annual medical cost for people who are obese is $1,429 higher than that for people of healthy weight (BMI = 18.5-24.0) - Currently, only 36 percent of Floridians are at healthy weight, and only 33% of Gulf County adults are at a healthy weight. - Obesity is a major contributor to many preventable chronic diseases and other poor health outcomes, including Type 2 Diabetes. - 13.6% of Gulf County residents are known to have Diabetes, which is up from 7.6% during the prior reporting period and exceeds the state rate of 11.2%. - Target population is MyGulfCare (MGC) clients. MGC is a program of SHHG in partnership with the Florida Department of Health in Gulf County (DOH-Gulf) that targets low-income Gulf County residents with chronic disease management challenges. MyGulf Care employs a non-traditional, individualized approach by providing chronic care nurse coaching to address both health care and social services needs. - National Standards for DSME RESOURCES: Diabetes educator (DE), SHHEC/SHHP CDE mentors, DSMT course materials, American Association of Diabetic Educators (AADE) patient education DVDs, Diabetic Self-Management Education (DSME) Education Grant, MyGulfCare, Pharmacies, Health Dept. OUTCOMES/ANTICIPATED IMPACT: - By June of 2017, 50% of MyGulfCare clients participating in Diabetic Self-Management Education will have a minimum of 3% total weight loss at 6 month check-in.
Schedule H, Part V, Section B, Line 5 Facility B, 1 Facility B, 1 - B1 - Bay Medical Center. In 2015, Sacred Heart Health System ("SHHS"), the Florida Department of Health - Bay County ("DOH-Bay") and the Bay County Community Health Task Force (CHTF) worked together, in collaboration with other community organizations and agencies, to conduct a community health needs assessment (CHNA) for the approximately 175,000 residents of Bay County, Florida. The CHNA provides a snapshot in time of the community strengths, needs, and priorities. Guided by the Mobilization for Action through Planning and Partnerships (MAPP) process, the report is a result of a collaborative and participatory approach to community health planning and improvement. Improving the health of the community is critical to enhancing Bay County residents' quality of life and supporting its future prosperity and well-being.
Schedule H, Part V, Section B, Line 6b Facility B, 1 Facility B, 1 - B1- Bay Medical Center. The assessment process was led by SHHS and DOH-Bay, with active participation by community organizations and private and public agencies which collectively comprise the Bay County Community Health Task Force. The assessment process included community meetings/workshops and a community survey distributed both on-line and in paper format. More than 81 people representing more than 50 different community agencies and organizations and the general public participated in various meetings throughout the process. In addition, 1,538 Bay County residents completed the community survey. Particular focus was placed on obtaining input from vulnerable population groups.
Schedule H, Part V, Section B, Line 11 Facility B, 1 Facility B, 1 - B4 - Bay Medical Center. CHRONIC DISEASE GOAL: Improve disease management related to Congestive Heart Failure STRATEGY/ACTIONS: Raise awareness of risk factors and early interventions that can be utilized to reduce readmissions to the acute care setting. BACKGROUND: - Readmissions related to poorly controlled disease management within the community. Historically review of readmissions revealed frequent readmissions from extended care facilities related to fluid overload and a lack of follow-up care within a timely manner of discharge. - Together, heart disease and stroke are among the most widespread and costly health problems facing the Nation today, accounting for more than $500 billion in health care expenditures and related expenses in 2010 alone. Fortunately, they are also among the most preventable. (Healthy People 2020). RESOURCES: Bay Medical Center / Sacred Heart Case Managers (CM) and Quality staff (Q) will partner with community resources. Resources within our community: Bay County Health Department (BCHD), extended care partners, senior citizens outreach, home healthcare (HHC) organizations, and Charity Network. OUTCOMES/ANTICIPATED IMPACT: - By June 2017, 10% of patients discharged with CHF will have follow-up appointments with their primary care physicians prior to leaving hospital. - By June 2017, 25% of patients discharged with CHF who are 75 years of age and older will have referrals for HHC services. - By December 2017, reduce CHF 30 day readmissions by 10% MENTAL HEALTH AND SUBSTANCE ABUSE GOAL: Increase awareness of outpatient resources available within community for depression and risk of suicide. STRATEGY/ACTIONS: Educate community regarding local resources available for mental health risks, specifically depression and suicide. BACKGROUND: - There is a lack of local awareness of the resources available to local residents who are depressed or suicidal. This has been evidenced by routine crisis admissions without prior use of community resources. - Mental disorders are among the most common causes of disability. - Suicide death rate in Bay County (2012-14) is 20.9, exceeding the State rate. - The resulting disease burden of mental illness is among the highest of all diseases. (Healthy People 2020) RESOURCES: Bay Medical Center / Sacred Heart Hospital Admin (H), Marketing (M), Case Management (CM) and Social Workers (SW). Local resources include: Area Health Education Coalition (AHEC), Bay County Health Department (BCHD), Life Management (LM), Veterans Affairs (VA), Department of Children and Family Services, and local law enforcement (LE). OUTCOMES/ANTICIPATED IMPACT: - By June 2017, 75% of patients that are identified at risk for suicide will be discharged with local community resource packets. - By December 2017, 25% of patients that are identified at risk for suicide will have follow-up discharge calls to ensure they are utilizing mental health resources. - By December 2017, reduce ED visits related to mental health issues by 2%. HEALTHY WEIGHT GOAL: Increase breastfeeding of newborns within Bay County. STRATEGY/ACTIONS: Increase awareness of health benefits for newborns associated with breastfeeding and provide direct support and resources to mothers delivering at Bay Medical - Sacred Heart BACKGROUND: - Breastfeeding is an evidence-based intervention that reduces the risk of childhood obesity as well as diabetes and SIDS in children. (CDC) - Breastfeeding initiation rate (2013-14) is 72.6 per 100,000 population and is lower than the state rate. RESOURCES: Bay Medical Center / Sacred Heart Hospital Admin (H), Hospital Staff (RN), Quality (Q) and Marketing (M). Local resources include Healthy Start (HS), Bay County Health Department (BCHD), local pediatricians and OB physicians, Bay County Breastfeeding Task Force (BCBTF). OUTCOMES/ANTICIPATED IMPACT: - By June 2017, 50% of mothers delivering at Bay Medical who plan to breastfeed will have newborn (without medical complications) initiate breastfeeding within one hour of delivery. - By June 2017, 35% of mothers delivering at Bay Medical who plan to breastfeed will be breastfeeding at discharge (newborns without medical complications)
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 8
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?26
Name and address Type of Facility (describe)
1 Sacred Heart Occ Health Strategies
6665 Pensacola Blvd
Pensacola,FL32505
Help employers to gain control over healthcare expenses.
2 Sacred Heart Pediatric Care Center
1675 Trinity Drive
Pensacola,FL32504
Provides pediatric care regardless of their ability to pay.
3 Sacred Heart Cardiac Rehab Center
1601 Airport Blvd
Pensacola,FL32501
To help patients with their cardio pulmonary needs.
4 Sacred Heart Pulmonary Rehab Center
1601 Airport Blvd
Pensacola,FL32501
To help patients with their cardio pulmonary needs.
5 Sacred Heart Seton for OBGYN
5045 Carpenters Creek Dr
Pensacola,FL32503
Provide obstetrics & gynecological care for all women.
6 Outpatient Laboratories
1549 Airport Blvd
Pensacola,FL32504
Provide diagnostic services & monitoring services for children & women.
7 Outpatient Rehabilitation Center
4406 N David Hwy
Pensacola,FL32503
To provide patients with their physical, occupational & speech.
8 Sacred Heart Medical Park-Pace
3754 Hwy 90
Pace,FL32571
Comprehensive diagnostic & physician services to Pace & Milton areas.
9 Sacred Heart Medical Park-Airport
1549 Airport Blvd
Pensacola,FL32504
Comprehensive diagnostic & physician services outside of hospital.
10 Sacred Heart Urgent Care
6665 Pensacola Blvd
Pensacola,FL32505
Provides walk-in care for minor injuries and illness seven days a week.
11 Laboratory Services
5151 N 9th Ave
Pensacola,FL32504
Laboratory Services.
12 Laboratory Services
4511 N Davis Hwy
Pensacola,FL32503
Laboratory Services.
13 Laboratory Services
400 Milestone Blvd
Pensacola,FL32533
Laboratory Services.
14 Laboratory Services
3754 El Rito Drive
Pensacola,FL32407
Laboratory Services.
15 Laboratory Services
Sorrento Road
Pensacola,FL32507
Laboratory Services.
16 Rehab Center
4929 Mobile Hwy
Pensacola,FL32526
Rehabilitation Center.
17 Rehab Center
3754 Hwy 90
Pensacola,FL32571
Rehabilitation Center.
18 Rehab Center
3408 Santa Rosa Dr
Pensacola,FL32563
Rehabilitation Center.
19 Rehab Center
13137 Sorrento Road
Pensacola,FL32507
Rehabilitation Center.
20 Occupational Health Strategies
4412 N Davis Hwy
Pensacola,FL32503
Occupational Health.
21 Ann L Baroco Center for Women's Health
5375 N 9th Avenue
Pensacola,FL32504
Women's Health Center.
22 Sacred Heart Pharmacy
5149 N 9th Avenue
Pensacola,FL32514
Pharmacy Services.
23 Regional Prenatal Center
5153 N 9th Avenue
Pensacola,FL32504
Perinatal Center.
24 Surgical Weight Loss Center
5149 N 9th Avenue
Pensacola,FL32514
Weight Loss Center.
25 Sacred Heart Cancer Center
1545 Airport Blvd
Pensacola,FL31504
Provides the highest standard of cancer care.
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 9
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
Schedule H, Part I, Line 7 Explanation of Costing Methodology Used for Calculating Line 7 Table The cost of providing charity care, means tested government programs, and community benefit programs is estimated using internal cost data, and is calculated in compliance with the Catholic Health Association (CHA) guidelines. The organization uses a cost accounting system that addresses all patient segments (For example: Inpatient, outpatient, emergency room, private insurance, Medicaid, Medicare, Uninsured, or self-pay). The best available data was used to calculate the amounts reported in the table. For the information in the table, A-cost-to-charge ratio was calculated and applied.
Schedule H, Part II Describe How Building activities promote the Health of the Community Physical improvements and housing; SHHS contributed to the construction of habitat for humanity homes. SHHS participated with a Coalition of Local agencies including the Escarosa Coalition on the Homeless and the Alfred-Washburn Center, To Developing Low-income Housing Solutions, and provided physical improvements to the dwellings of low-income homeowners.
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount Bad debt expense at cost is determined using the same cost to charge ratios that are used to calculate Financial Assistance and Medicaid Shortfall. Discounts and allowances are accounted for separately from Bad Debt Expense.
Schedule H, Part III, Line 3 Bad Debt Expense Methodology The amount is derived based on an estimated percentage by our business office of charity care that is part of bad debt. We then apply the same cost to charge ratio methodology used for organization's bad debt expense to derive the estimated charity care within the population of bad debt.
Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote FROM THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF ASCENSION HEALTH ALLIANCE (WHICH INCLUDE THE ACTIVITY OF SACRED HEART HEALTH SYSTEM, INC.): THE PROVISION FOR DOUBTFUL ACCOUNTS IS BASED UPON MANAGEMENT'S ASSESSMENT OF EXPECTED NET COLLECTIONS CONSIDERING HISTORICAL EXPERIENCE, ECONOMIC CONDITIONS, TRENDS IN HEALTHCARE COVERAGE, AND OTHER COLLECTION INDICATORS. PERIODICALLY THROUGHOUT THE YEAR, MANAGEMENT ASSESSES THE ADEQUACY OF THE ALLOWANCE FOR DOUBTFUL ACCOUNTS BASED UPON HISTORICAL WRITE-OFF EXPERIENCE BY PAYOR CATEGORY, INCLUDING THOSE AMOUNTS NOT COVERED BY INSURANCE. THE RESULTS OF THIS REVIEW ARE THEN USED TO MAKE ANY MODIFICATIONS TO THE PROVISION FOR DOUBTFUL ACCOUNTS TO ESTABLISH AN APPROPRIATE ALLOWANCE FOR DOUBTFUL ACCOUNTS. AFTER SATISFACTION OF AMOUNTS DUE FROM INSURANCE AND REASONABLE EFFORTS TO COLLECT FROM THE PATIENT HAVE BEEN EXHAUSTED, THE SYSTEM FOLLOWS ESTABLISHED GUIDELINES FOR PLACING CERTAIN PAST-DUE PATIENT BALANCES WITH COLLECTION AGENCIES, SUBJECT TO THE TERMS OF CERTAIN RESTRICTIONS ON COLLECTION EFFORTS AS DETERMINED BY THE SYSTEM. ACCOUNTS RECEIVABLE ARE WRITTEN OFF AFTER COLLECTION EFFORTS HAVE BEEN FOLLOWED IN ACCORDANCE WITH THE SYSTEM'S POLICIES. THE METHODOLOGY FOR DETERMINING THE ALLOWANCE FOR DOUBTFUL ACCOUNTS AND RELATED WRITE-OFFS ON UNINSURED PATIENT ACCOUNTS HAS REMAINED CONSISTENT WITH THE PRIOR YEAR.
Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs Ascension Health and related health ministries follow the Catholic Health Association (CHA) guidelines for determining community benefit. CHA community benefit reporting guidelines suggest that Medicare shortfall not be treated as community benefit. The cost to charge ratio method is used in determining the shortfall.
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance The organization has a written debt collection policy that also includes a provision on the collection practices to be followed for patients who are known to qualify for charity care or financial assistance. If a patient qualifies for charity or financial assistance certain collection practices do not apply.
Schedule H, Part V, Section B, Line 16a FAP website A - Sacred Heart Hospital: Line 16a URL: https://www.sacred-heart.org/Patient-Billing/?ID=1137; B - Bay Medical Center: Line 16a URL: https://www.sacred-heart.org/Patient-Billing/?ID=1137;
Schedule H, Part V, Section B, Line 16b FAP Application website A - Sacred Heart Hospital: Line 16b URL: https://www.sacred-heart.org/Patient-Billing/?ID=1137; B - Bay Medical Center: Line 16b URL: https://www.sacred-heart.org/Patient-Billing/?ID=1137;
Schedule H, Part V, Section B, Line 16c FAP plain language summary website A - Sacred Heart Hospital: Line 16c URL: https://www.sacred-heart.org/Patient-Billing/?ID=1137; B - Bay Medical Center: Line 16c URL: https://www.sacred-heart.org/Patient-Billing/?ID=1137;
Schedule H, Part VI, Line 2 Needs assessment The Comprehensive Community Health Needs Assessment (CHNA) provides the general public as well as policy leaders with data and information on the health status of the population and existing resources to address health issues. Conducted in collaboration with the Partnership for a Healthy Community (Sacred Heart Hospital in Pensacola), the Walton County Health Improvement Partnership and the Florida Department of Health-Walton County (Sacred Heart Hospital on the Emerald Coast), and the Florida Department of Health-Gulf County (Sacred Heart Hospital on the Gulf) as well as the plans for Sacred Heart Health System to sustain and develop new community benefit programs that address prioritized needs from the study. The community enjoys a rich history of cooperation as Sacred Heart Health System and Baptist Health Care have jointly-sponsored four assessments of Escambia and Santa Rosa Counties in Northwest Florida since 1995. The studies have been widely used by the two competing organizations and many other health care providers in the market area to develop plans for addressing priority health needs. The Partnership study conducted by Florida HealthTrac provides current and trended data on 234 health indicators for Escambia County and 233 for Santa Rosa County. The study reports data at county and zip code levels, and includes comparisons to peer counties in the State of Florida, as well as at the national level. The study also incorporates key demographic and socioeconomic data, and data on lifestyle/behavioral risk factors that impact health status. The assessment tool enables Sacred Heart Health System the ability to track community health needs on an annual basis as it is aggregated from various sources within the State of Florida constantly updated in real time. Studies of Walton and Gulf Counties continue to bear evidence of similar health outcomes as those experienced in Escambia and Santa Rosa Counties. Florida ranks near the bottom nationally for public and preventative health funded outlays. Walton County is designated as a primary care Health Professional Shortage Population and a Medically Underserved Population for low-income persons. Health priorities for Escambia/Santa Rosa include smoking cessation, attaining and maintaining a healthy weight, and access/care navigation. The priorities for Walton County include healthy behaviors, preventative care and health resource awareness. Gulf County priorities include a healthy economy, health and care management resources, and mental health.
Schedule H, Part VI, Line 3 Patient education of eligibility for assistance Financial counselors assist individuals who do not have insurance to qualify for Medicaid, SCHIP, and other programs. Counselors are trained not only in the policy, program and form processes, but also to respond with compassion, understanding and sensitivity toward persons living in poverty. These services are available at established patient encounter locations such as pre-registration, registration, admissions and discharge, or at any other time requested along the continuum of patient care. Further, trained counselors may assist with charity care or discount care based on the patient's personal income, their assets, and the size of their medical services bill. Self-pay patients are granted an uninsured self-pay ranging from 67% to 78% depending on the health ministry's AGB (amounts generally billed) applied to their total charges. A summary of financial assistance services, policies and programs are found on the health system website, posted predominately in key areas and made available through brochures. A Guide to your Hospital Bill outlines payment and assistance options and it can be found in most areas of the hospital including admitting, emergency department, and diagnostic services.
Schedule H, Part VI, Line 4 Community information Sacred Heart Health System provides primary, secondary, and tertiary health care services to residents of the communities we serve. This includes the greater Pensacola MSA consisting of Escambia and Santa Rosa Counties, and Okaloosa, Walton, Bay, Gulf and Franklin Counties in Northwest Florida and Baldwin and Escambia counties in Southwest Alabama. There is special emphasis on service to the poor and those most in need. The system includes the flagship 566 bed medical, surgical acute care hospital in Pensacola, Florida. Housed within the Pensacola facility is the 106 bed Children's Hospital, the only one in Northwest Florida. Sacred Heart Hospital on the Emerald Coast is a 58 bed medical surgical hospital located in Miramar Beach, Florida. Sacred Heart Hospital of the Gulf is a 19 bed medical surgical hospital located in Port St. Joe, FL. In 2013, Sacred Heart Health System entered into a joint venture with LHP Hospital Group, Inc. to operate 323-bed Bay Medical - Sacred Heart located in Panama City, Florida. The regional referral center serves Bay County and surrounding communities. Sacred Heart Health System also provides long-term care and operates a 120 bed long-term care, The Haven of Our Lady of Peace in Pensacola, which is a joint venture with the Methodist Homes for the Aging.
Schedule H, Part VI, Line 5 Promotion of community health Sacred Heart Health System provides many community benefits such as social services, pastoral care, community meeting space, and health education, all at no charge. SHHS has an open medical staff with privileges available to all qualified physicians in the area. The system is governed by a body of SHHS leaders with independent persons, representative of the community, comprising a majority of the board. It also engages in medical or scientific research programs and in the training and education of health care professionals. Another facility and program that promotes the health of the community includes a Pediatric Medical Clinic. The Seton Center for Obstetrics and Gynecology provides services to low-income women eligible for Medicaid.
Schedule H, Part VI, Line 6 Affiliated health care system Sacred Heart Health System provides many community benefits such as social services, pastoral care, community meeting space, and health education, all at no charge. SHHS has an open medical staff with privileges available to all qualified physicians in the area. The system is governed by a body of SHHS leaders with independent persons, representative of the community, comprising a majority of the board. It also engages in medical or scientific research programs and in the training and education of health care professionals. The Seton Center for Obstetrics and Gynecology provides services to low-income women eligible for Medicaid. Sacred Heart Health System, Inc. and subsidiaries (the Health Ministry) is a member of Ascension Health. Ascension Health is a Catholic, national health system consisting primarily of nonprofit corporations that own and operate local health care facilities, or Health Ministries, located in 23 of the United States and District of Columbia. Ascension Health, an official ministry of the Catholic Church maintains its affiliation through Ascension Sponsor which consists of lay persons as well as apostolic orders of religious men and women. The religious orders consist of the St. Louise Province of the Daughters of Charity of St. Vincent de Paul, Congregation of St. Joseph, Congregation of the Sisters of St. Joseph of Carondelet, and the Alexian Brothers, and the Sisters of the Sorrowful Mother. The Health System's principal operations consist of three nonprofit acute care hospitals: Sacred Heart Hospital is located in Pensacola, Florida; Sacred Heart Hospital on the Emerald Coast is located in Miramar Beach, Florida, and Sacred Heart Hospital on the Gulf, Located in Port St. Joe, Florida. A fourth hospital, Bay Medical - Sacred Heart located in Panama City, Florida is a for-profit joint venture with LHP Hospital Group, Inc. The Health System also owns and operates other health care related entities, including a long term care nursing facility and a physicians' medical group. The Health System provides inpatient, outpatient, and emergency care services for residents of Northwest Florida and Southwest Alabama. Admitting physicians are primarily practitioners in the local area. The Health System is related to Ascension Health's other sponsored organizations through common control. Substantially all expenses of Ascension Health are related to providing health care services. Ascension Health directs its governance and management activities toward strong, vibrant, Catholic Health Ministries united in service and healing and dedicates its resources to spiritually centered care, which sustains and improves the health of the individuals and communities it serves. In accordance with Ascension Health's mission of service to those who are poor and vulnerable, each Health Ministry accepts patients regardless of their ability of pay. Ascension Health uses four categories to identify the resources utilized for the care of persons who are poor and community benefit programs. Traditional charity care includes the cost of services provided to persons who cannot afford health care because of inadequate resources and/or who are uninsured or underinsured. Unpaid cost of public programs represents the unpaid cost of services provided to persons covered by public programs for the poor. Cost of other programs for the poor includes unreimbursed costs of programs intentionally designed to serve the poor and vulnerable of the community, including substance abusers, the homeless, victims of child abuse, and persons with acquired immune deficiency syndrome. Community benefit consists of the unreimbursed costs of community benefit programs and services for the general community, not solely for the poor, including health promotion and education, health clinics and screenings, and medical research. Discounts are provided to all uninsured patients, including those with the means to pay. Discounts provided to those patients who did not qualify for assistance under charity care guidelines are not included in the cost of providing care of persons who are poor and community benefit programs is estimated using internal cost data and is calculated in compliance with guidelines established by both the Catholic Health Association (CHA) and the Internal Revenue Service (IRS). Maintaining good health has been shown to positively affect an individual's ability to maintain employment and housing. It is extremely difficult for homeless individuals to receive quality health care services. In recent years, SHHS hospital emergency rooms have been inundated with patients who have non-critical health concerns due to lack of insurance, funding, and homelessness. These patients are often left with no other choice but to use emergency rooms for illnesses that can be treated through primary care health services. Based on the findings of the 2012 Health Needs Assessment, the system joined a coalition of providers and agencies to focus on improving access and care management.
Schedule H, Part VI, Line 7 State filing of community benefit report FL
Schedule H (Form 990) 2015
Additional Data


Software ID: 15000238
Software Version: 2015v3.0
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," on 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
2015
Open to Public
Inspection
Name of the organization
Sacred Heart Health System Inc
 
Employer identification number
59-0634434
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" on 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) Escambia Community Clinics Inc
2200 N Palafox St
Pensacola,FL32501
59-3105246 501(c)(3) 550,000       GENERAL PURPOSE
(2) Hope Medical Clinic
150 Beach Drive
Destin,FL32541
26-3811078 501(c)(3) 11,250       GENERAL PURPOSE
(3) Crossroads Center Inc
444 Valparaiso Pkwy Ste 203
Valparaiso,FL32580
20-5518720 501(c)(3) 11,250       GENERAL PURPOSE
(4) National Flight Academy
1 Fetterman Way
Pensacola,FL32508
59-6178237 501(c)(3) 58,518       General Purpose
(5) HEALTHY COMMUNITY
4771 Bayou Blvd
Suite 3 PMB 197
Pensacola,FM32503
59-3393911 501(c)(3) 50,000       General Purpose
(6) Hope for Haiti
1021 5th Ave N
Naples,FL34102
59-3564329 501(c)(3) 50,000       General Purpose
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
6
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2015

Schedule I (Form 990) 2015
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients
(c) Amount of
cash grant
(d) Amount of
non-cash assistance
(e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of non-cash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. All grant funds awarded to Sacred Heart Health System, Inc. are monitored and administered by administration leaders in Operations. Operations monitor expenditures to ensure that use of the funds is consistent with the requirements in the applicable award agreement/contract. Sacred Heart Health System, Inc. requires that support be maintained for all qualified expenditure of grant funds. Finance meets with Operations on an annual basis before fiscal year end to review their operating budgets for compliance.
Schedule I (Form 990) 2015



Additional Data


Software ID: 15000238
Software Version: 2015v3.0


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" on 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
2015
Open to Public Inspection
Name of the organization
Sacred Heart Health System Inc
 
Employer identification number

59-0634434
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 on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on 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," on line 5a or 5b, describe in Part III.
6
For persons listed on 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," on line 6a or 6b, describe in Part III.
7
For persons listed on 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 on 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" on 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) 2015

Schedule J (Form 990) 2015
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 on 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 on prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1SUSAN L DAVIS RN
  DIRECTOR, PRESIDENT/CEO
(i)

(ii)
834,871
-------------
0
1,366,179
-------------
0
234,747
-------------
0
15,900
-------------
0
73,251
-------------
0
2,524,948
-------------
0
0
-------------
0
2PETER HECKATHORN
  FORMER OFFICER
(i)

(ii)
0
-------------
0
0
-------------
0
1,226,347
-------------
0
0
-------------
0
0
-------------
0
1,226,347
-------------
0
1,226,347
-------------
0
3JAMES W WARD MD
  FORMER OFFICER
(i)

(ii)
370,118
-------------
0
93,933
-------------
0
59,253
-------------
0
7,950
-------------
0
27,986
-------------
0
559,240
-------------
0
0
-------------
0
4CAROL C WHITTINGTON
  FORMER OFFICER
(i)

(ii)
152,493
-------------
181,484
0
-------------
106,509
207,994
-------------
20,192
3,805
-------------
4,146
14,862
-------------
15,118
379,154
-------------
327,449
0
-------------
0
5C SUSAN CORNEJO
  CHIEF FINANCIAL OFFICER - SHHS
(i)

(ii)
399,001
-------------
99,750
148,503
-------------
37,126
48,384
-------------
12,096
14,575
-------------
3,644
24,222
-------------
6,055
634,685
-------------
158,671
0
-------------
0
6KERRY EATON
  CHIEF OPERATING OFFICER
(i)

(ii)
441,500
-------------
0
144,480
-------------
0
59,345
-------------
0
17,225
-------------
0
20,976
-------------
0
683,526
-------------
0
0
-------------
0
7KAREN EMMANUEL
  GENERAL COUNSEL
(i)

(ii)
296,757
-------------
0
44,727
-------------
0
50,500
-------------
0
7,950
-------------
0
13,636
-------------
0
413,570
-------------
0
0
-------------
0
8ROGER HALL
  PRESIDENT - SHHEC & SHHG
(i)

(ii)
342,369
-------------
0
86,940
-------------
0
77,194
-------------
0
15,900
-------------
0
25,684
-------------
0
548,087
-------------
0
0
-------------
0
9ROGER POITRAS
  PRESIDENT - SHMG
(i)

(ii)
326,098
-------------
0
83,160
-------------
0
39,491
-------------
0
14,575
-------------
0
26,075
-------------
0
489,399
-------------
0
0
-------------
0
10HENRY STOVALL
  PRESIDENT - SHHP
(i)

(ii)
396,277
-------------
0
100,800
-------------
0
133,566
-------------
0
14,575
-------------
0
25,981
-------------
0
671,199
-------------
0
0
-------------
0
11GARY PABLO MD
  CMO, SHHEC & SHHG
(i)

(ii)
383,919
-------------
0
56,773
-------------
0
29,449
-------------
0
17,225
-------------
0
31,794
-------------
0
519,160
-------------
0
0
-------------
0
12DENISE BARTON
  VP BUSINESS DEVELOPMENT
(i)

(ii)
240,687
-------------
0
63,000
-------------
0
103,851
-------------
0
15,278
-------------
0
26,997
-------------
0
449,813
-------------
0
44,732
-------------
0
13STEPHANIE J DUGGAN MD
  CMO SHHP
(i)

(ii)
395,732
-------------
0
61,520
-------------
0
127,683
-------------
0
14,575
-------------
0
25,219
-------------
0
624,729
-------------
0
0
-------------
0
14NINA JEFFORDS
  COO/CNO
(i)

(ii)
183,785
-------------
0
27,216
-------------
0
29,757
-------------
0
12,989
-------------
0
12,826
-------------
0
266,573
-------------
0
0
-------------
0
15MARIUS PETRUC MD
  CHIEF MEDICAL OFFICER (THRU 5/31/15)
(i)

(ii)
108,834
-------------
0
37,800
-------------
0
155,530
-------------
0
3,173
-------------
0
16,773
-------------
0
322,110
-------------
0
0
-------------
0
16DOUGLAS A ROSS
  VP, AH & CCO, GULF COAST MKT
(i)

(ii)
519,596
-------------
0
132,300
-------------
0
65,006
-------------
0
14,575
-------------
0
29,431
-------------
0
760,908
-------------
0
0
-------------
0
17TERESA D SMITH
  VP CANCER SERVICES
(i)

(ii)
185,628
-------------
0
28,223
-------------
0
60,084
-------------
0
11,062
-------------
0
10,415
-------------
0
295,412
-------------
0
0
-------------
0
18AMY WILSON
  CHIEF NURSING OFFICER
(i)

(ii)
239,112
-------------
0
36,288
-------------
0
19,376
-------------
0
13,049
-------------
0
19,827
-------------
0
327,652
-------------
0
0
-------------
0
19MICHELLE ADAMOLEKUN
  VP HR-MINISTRY MKT GULF COAST-JAX-BIR
(i)

(ii)
68,488
-------------
117,945
34,617
-------------
0
20,860
-------------
7,685
8,124
-------------
2,962
1,506
-------------
1,937
133,595
-------------
130,527
0
-------------
0
20PAUL A TAMBURRO MD
  PHYSICIAN
(i)

(ii)
383,868
-------------
0
595,956
-------------
0
2,547
-------------
0
13,250
-------------
0
25,659
-------------
0
1,021,280
-------------
0
0
-------------
0
21ROHIT R AMIN MD
  PHYSICIAN
(i)

(ii)
708,026
-------------
0
528,879
-------------
0
15,688
-------------
0
13,250
-------------
0
17,587
-------------
0
1,283,430
-------------
0
0
-------------
0
22SAMUEL D CRITIDES MD
  PHYSICIAN
(i)

(ii)
817,780
-------------
0
527,501
-------------
0
2,435
-------------
0
13,250
-------------
0
32,607
-------------
0
1,393,573
-------------
0
0
-------------
0
23KEITH GOLDEN MD
  PHYSICIAN
(i)

(ii)
641,991
-------------
0
406,324
-------------
0
1,642
-------------
0
13,250
-------------
0
28,543
-------------
0
1,091,750
-------------
0
0
-------------
0
24MATTHEW M PEARSON MD
  PHYSICIAN
(i)

(ii)
796,642
-------------
0
130,770
-------------
0
720
-------------
0
13,100
-------------
0
14,164
-------------
0
955,396
-------------
0
0
-------------
0
Schedule J (Form 990) 2015

Schedule J (Form 990) 2015
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
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation ASCENSION HEALTH, A RELATED ORGANIZATION OF SACRED HEART HEALTH SYSTEM, INC. USES THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT & CEO: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
Schedule J, Part I, Line 4a Severance or change-of-control payment The following individual(s) received severance payments from the organization or a related organization: Marius Petruc, MD - $134,615
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan Eligible executives participate in a program that provides for supplemental retirement benefits. The payment of benefits under the program, if any, is entirely dependent upon the facts and circumstances under which the executive terminates employment with the organization. Benefits under the program are unfunded and non-vested. Due to the substantial risk of forfeiture provision, there is no guarantee that these executives will ever receive any benefit under the program. Any amount ultimately paid under the program to the executive is reported as compensation on Form 990, Schedule J, Part II, Column B in the year paid. The following individuals received payment from the supplemental nonqualified retirement plan in the amount as noted: -Peter Heckathorn - $1,226,347 -Denise Barton - $44,732
Schedule J (Form 990) 2015
Additional Data


Software ID: 15000238
Software Version: 2015v3.0
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
2015
Open to Public Inspection
Name of the organization
Sacred Heart Health System Inc
 
Employer identification number

59-0634434
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) 2015
Schedule L (Form 990 or 990-EZ) 2015
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) CNNM LLC - RICHARD BAKER
 
A BOARD MEMBER AT SHHS IS AN OWNER 302,910 BUILDING LEASE   No
(2) STUDER GROUP - QUINT STUDER
 
A BOARD MEMBER AT SHHS IS AN OWNER 874,003 CONSULTING SERVICES   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L, Part IV BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS ALL TRANSACTIONS REPORTED ON PART IV ARE REPORTED AT ARMS-LENGTH FOR FAIR MARKET VALUE.
Schedule L (Form 990 or 990-EZ) 2015


Additional Data


Software ID: 15000238
Software Version: 2015v3.0




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
2015
Open to Public
Inspection
Name of the organization
Sacred Heart Health System Inc
 
Employer identification number

59-0634434
Return Reference Explanation
Form 990, Part IV, Line 20b Explanation of Financial Statements The activity of Sacred Heart Health System, Inc. is reported in the consolidated financial statements of Ascension Health Alliance. No individual audit of Sacred Heart Health System, Inc. is completed. Therefore, the attached audited financial statements are of Ascension Health Alliance and Affiliates, which include the activity of Sacred Heart Health System, Inc.
Form 990, Part VI, Line 2 FAMILY/BUSINESS RELATIONSHIPS AMONGST INTERESTED PERSONS ROBERT EMMANUEL AND KAREN EMMANUEL HAVE A FAMILY RELATIONSHIP.
Form 990, Part VI, Line 15a IN DETERMINING THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT & CEO, THE PROCESS, PERFORMED BY ASCENSION HEALTH, A RELATED ORGANIZATION OF SACRED HEART HEALTH SYSTEM, INC., INCLUDED A REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. THE COMPENSATION COMMITTEE REVIEWED AND APPROVED THE COMPENSATION. IN THE REVIEW OF THE COMPENSATION, THE PRESIDENT & CEO WAS COMPARED TO INDIVIDUALS AT OTHER ORGANIZATIONS IN THE AREA WHO HOLD THE SAME TITLE. DURING THE REVIEW AND APPROVAL OF THE COMPENSATION, DOCUMENTATION OF THE DECISION WAS RECORDED IN THE COMMITTEE MINUTES. THE INDIVIDUAL WAS NOT PRESENT WHEN HER COMPENSATION WAS DECIDED.
Form 990, Part VI, Line 4 Significant changes to organizational documents Due to a reorganization, effective July 1, 2015, the sole corporate member of Sacred Heart Health Systems, Inc. changed from Ascension Health to Gulf Coast Health System.
Form 990, Part VI, Line 6 Classes of members or stockholders Sacred Heart Health System, Inc. has a single corporate member, Gulf Coast Health System.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body Sacred Heart Health System, Inc. has a single corporate member, Gulf Coast Health System, who has the ability to elect members to the governing body of Sacred Heart Health System, Inc.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders Ascension Health has designed a system authority matrix which assigns authority for key decisions that are necessary in the operation of the system. Specific areas that are identified in the authority matrix are: new organizations & major transactions; governing documents; appointments/removals; evaluation; debt limits; strategic & financial plans; assets; system policies & procedures. These areas are subject to certain levels of approval by Ascension per the system authority matrix.
Form 990, Part VI, Line 11b Review of form 990 by governing body Management, including certain officers, works diligently to complete the Form 990 and attached schedules in a thorough manner. Prior to filing the return, all Board Members are provided the Form 990 and management team members are available to answer any Board Members questions.
Form 990, Part VI, Line 12c Conflict of interest policy The organization regularly and consistently monitors and enforces compliance with the Conflict of Interest Policy in that any director, principal officer, or member of a committee with governing board delegated powers, who has a direct or indirect financial interest, must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors and members of the committees with governing board delegated powers considering the proposed transaction or arrangement. The remaining individuals on the governing board or committee will decide if conflicts of interest exist. Each director, principal officer and member of a committee with governing board delegated powers annually signs a statement which affirms such person has received a copy of the Conflict of Interest Policy, has read and understands the policy, has agreed to comply with the policy, and understands that the organization is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish its tax-exempt purpose.
Form 990, Part VI, Line 15b Process to establish compensation of other employees In determining compensation of other officers and key employees of the organization, the process included a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision. The Compensation Committee and the Board of Directors reviewed and approved the compensation. In the review of the compensation, the other officers and key employees of the organization were compared to individuals at other similar organizations in the region and nationally that hold the same title. During the review and approval of the compensation, documentation of the decision was recorded in the board minutes. Individuals were not present when their compensation was decided.
Form 990, Part VI, Line 19 Required documents available to the public The organization will provide any documents open to public inspection upon request.
Form 990, Part VIII, Line 11d Other Miscellaneous Revenue Vending - Total Revenue: 20580, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 20580; Contract Svc - Total Revenue: 389229, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 389229; Research Sponsorship - Total Revenue: 1766142, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 1766142; Dietary - Total Revenue: 221162, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 221162; Incentive - Total Revenue: 266274, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 266274; Other - Total Revenue: 2153187, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 2153187;
Form 990, Part IX, Line 11g Other Fees AHIS - Total Expense: 28656333, Program Service Expense: , Management and General Expenses: 28656333, Fundraising Expenses: ; Trimedx - Total Expense: 7396759, Program Service Expense: 54510, Management and General Expenses: 7342249, Fundraising Expenses: ; Dietary - Total Expense: 9216665, Program Service Expense: 626612, Management and General Expenses: 8590053, Fundraising Expenses: ; Other - Total Expense: 46473015, Program Service Expense: 9284686, Management and General Expenses: 37188329, Fundraising Expenses: ; Medxcel - Total Expense: 4005217, Program Service Expense: , Management and General Expenses: 4005217, Fundraising Expenses: ; MWF Legal - Total Expense: 744613, Program Service Expense: , Management and General Expenses: 744613, Fundraising Expenses: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances DEFERRED PENSION COST - -15345673; TRANSFER TO/FROM AFFILIATES - -18155111; TEMPORARY FUND DONATION - 14151946; PERMANENT FUND DONATION - 36642; Capital Distribution from JV - 466586;
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2015


Additional Data


Software ID: 15000238
Software Version: 2015v3.0
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
2015
Open to Public Inspection
Name of the organization
Sacred Heart Health System Inc
 
Employer identification number

59-0634434
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) Northwest Florida Health Partners LLC
5151 N 9th Avenue
Pensacola,FL32504
59-0634434
Health Partners FL -135,000 0 Sacred Heart Health System Inc
 










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


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


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

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1)ASCENSION HEALTH ALLIANCE
PO BOX 45998

ST LOUIS,MO63145
45-3358926
NATIONAL HEALTH SYSTEM MO 501(c)(3 Type I NA
 
 
No
(2)ASCENSION HEALTH
PO BOX 45998

ST LOUIS,MO63145
31-1662309
NATIONAL HEALTH SYSTEM MO 501(c)(3 Type I ASCENSION HEALTH ALLIANCE
 
 
No
(3)GULF COAST HEALTH SYSTEM INC
6801 AIRPORT BLVD

MOBILE,AL36608
63-0934712
SUPPORT PROVIDENCE HOSPITAL AL 501(c)(3 Type III-FI ASCENSION HEALTH
 
 
No
(4)PROVIDENCE HOSPITAL
6801 AIRPORT BLVD

MOBILE,AL36608
63-0288861
HOSPITAL AL 501(c)(3 3 GULF COAST HEALTH SYSTEM INC
 
Yes
 
(5)PROVIDENCE FOUNDATION
6801 AIRPORT BLVD

MOBILE,AL36608
63-0915493
SUPPORT PROVIDENCE HOSPITAL AL 501(c)(3 7 GULF COAST HEALTH SYSTEM INC
 
Yes
 
(6)SETON MEDICAL MANAGEMENT
6801 AIRPORT BLVD

MOBILE,AL36608
63-0937704
SUPPORT PROVIDENCE HOSPITAL AL 501(c)(3 Type II GULF COAST HEALTH SYSTEM INC
 
Yes
 
(7)PROVIDENCE BUILDING CORPORATION
6801 AIRPORT BLVD

MOBILE,AL36608
63-0914564
SUPPORT PROVIDENCE HOSPITAL AL 501(c)(2   GULF COAST HEALTH SYSTEM INC
 
Yes
 
(8)HAVEN OF OUR LADY OF PEACE INC
5151 N 9TH AVENUE

PENSACOLA,FL32504
59-3620346
NURSING HOME FL 501(c)(3 9 SACRED HEART HEALTH SYSTEM
 
Yes
 
(9)SACRED HEART HEALTH VENTURES INC
5151 N 9TH AVENUE

PENSACOLA,FL32504
57-1183283
INVESTMENT FL 501(c)(3 Type I SACRED HEART HEALTH SYSTEM
 
Yes
 
(10)SACRED HEART FOUNDATION INC
5151 N 9TH AVENUE

PENSACOLA,FL32504
59-2436597
FOUNDATION FL 501(c)(3 7 SACRED HEART HEALTH SYSTEM
 
Yes
 
(11)ALABAMA PROVIDENCE HEALTHCARE SERVICES
6801 AIRPORT BLVD

MOBILE,AL36608
46-2847744
SUPPORT PROVIDENCE HOSPITAL AL 501(c)(3 Type III-FI GULF COAST HEALTH SYSTEM INC
 
Yes
 
(12)PROVIDENCE HEALTHCARE SERVICES
6801 AIRPORT BLVD

MOBILE,AL36608
63-0937705
SUPPORT PROVIDENCE HOSPITAL AL 501(c)(3 Type III-FI GULF COAST HEALTH SYSTEM INC
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



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

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




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



(k)
Percentage
ownership


Yes No Yes No
(1) INTERVENTIONAL REHABILITATION CENTER LLC

1549 AIRPORT BOULEVARD STE 420
PENSACOLA,FL32503
59-3673361
MEDICAL SERVICES FL NA
 
N/A                
(2) PET LLC

5149 NORTH 9TH AVENUE SUITE 124
PENSACOLA,FL32504
59-3788701
MEDICAL SERVICES FL NA
 
N/A                
(3) ENDOSCOPY GROUP LLC

4810 NORTH DAVIS HIGHWAY
PENSACOLA,FL32503
59-3519881
MEDICAL SERVICES FL NA
 
N/A                
(4) SOUTH COAST REAL ESTATE VENTURE LLC

5907 HIGHWAY 90
MOSS POINT,MS39563
45-5599047
OWN REAL ESTATE FOR A PHYSICIAN OFFICE BUILDING MS NA
 
N/A                
(5) EMERALD COAST RADIATION ONCOLOGY CENTER LLC

5151 NORTH 9TH AVENUE
PENSACOLA,FL32504
68-0507481
DORMANT FL Na
 
Related                
(6) GULF REGION RADIATION ONCOLOGY MSO LLC

5147 N 9TH AVE
PENSACOLA,FL32504
26-1353083
Medical Mngt Services FL SACRED HEART HEALTH SYSTEM INC
 
Related -2,349,554 0   No 0   No 51 %


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

5154 NORTH 9TH AVENUE
PENSACOLA,FL32507
59-2432798
INVESTMENT FL SACRED HEART HEALTH SYSTEM INC
 
C Corporation 2,611,100 16,881,924 100 % Yes  
(2) PROVIDENCE PARK

PO BOX 850429
MOBILE,AL36685
63-0886846
REAL ESTATE AL NA
 
C Corporation       Yes  
(3) MISSISSIPPI PROVIDENCE HEALTHCARE SERVICES INC

6801 AIRPORT BLVD
MOBILE,AL36608
46-1130426
HEALTHCARE SERVICES MS NA
 
C Corporation       Yes  
(4) ANESTHESIA SOLUTIONS OF MOBILE INC

6701 AIRPORT BLVD SUITE D-430B
MOBILE,AL36608
82-0547505
ANESTHESIA SERVICES AL NA
 
C Corporation       Yes  






Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
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
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) SACRED HEART FOUNDATION INC

R 2,961,694 COST
(2) HAVEN OF OUR LADY OF PEACE INC

L 235,796 COST
(3) HAVEN OF OUR LADY OF PEACE INC

O 8,675,969 COST
(4) ASCENSION HEALTH

R 17,865,299 COST
(5) providence foundation

C 1,508,101 cost

Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
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) 2015
Schedule R (Form 990) 2015
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) 2015

Additional Data


Software ID: 15000238
Software Version: 2015v3.0