Form990
Click to see attachment
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 10-01-2015 , and ending 09-30-2016
BCheck if applicable:
CName of organization
PALMETTO HEALTH
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
293 GREYSTONE BOULEVARD No 2ND FL
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
COLUMBIA, SC29210
D Employer identification number

58-2296052
E Telephone number

G Gross receipts $ 1,777,034,725
F Name and address of principal officer:
CHARLES D BEAMAN JR
293 GREYSTONE BOULEVARD No 2ND FL
COLUMBIA,SC29210
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.PALMETTOHEALTH.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1996
M State of legal domicile: SC
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: PALMETTO HEALTH IS COMMITTED TO IMPROVING THE PHYSICAL, EMOTIONAL, AND SPIRITUAL HEALTH OF ALL INDIVIDUALS AND COMMUNITIES WE SERVE; TO PROVIDING CARE WITH EXCELLENCE AND COMPASSION; AND, TO WORKING WITH OTHERS WHO SHARE OUR FUNDAMENTAL COMMITMENT TO IMPROVING THE HUMAN CONDITION.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 19
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 17
5 Total number of individuals employed in calendar year 2015 (Part V, line 2a) ...... 5 12,052
6 Total number of volunteers (estimate if necessary) ............. 6 709
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 8,920,127
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b -108,765
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 15,583,000 13,125,391
9 Program service revenue (Part VIII, line 2g) ......... 1,468,971,569 1,659,820,218
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 27,035,730 31,526,306
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 26,486,020 61,939,945
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 1,538,076,319 1,766,411,860
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 1,716,730 2,474,147
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 684,607,396 810,668,639
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 806,533,251 907,799,925
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,492,857,377 1,720,942,711
19 Revenue less expenses. Subtract line 18 from line 12....... 45,218,942 45,469,149
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 1,768,647,660 1,878,477,944
21 Total liabilities (Part X, line 26)............. 940,811,811 1,169,235,108
22 Net assets or fund balances. Subtract line 21 from line 20..... 827,835,849 709,242,836
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: SEE SCHEDULE OPALMETTO HEALTH IS COMMITTED TO IMPROVING THE PHYSICAL, EMOTIONAL, AND SPIRITUAL HEALTH OF ALL INDIVIDUALS AND COMMUNITIES WE SERVE; TO PROVIDING CARE WITH EXCELLENCE AND COMPASSION; AND, TO WORKING WITH OTHERS WHO SHARE OUR FUNDAMENTAL COMMITMENT TO IMPROVING THE HUMAN CONDITION.
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 $ 1,562,153,347 including grants of $ 2,474,147 ) (Revenue $ 1,642,082,656 )
Palmetto Health is the largest and most comprehensive integrated health care system in the South Carolina Midlands region. We're on a journey to transform the health care experience for our patients and their families. Our more than 15,000 team members, physicians and volunteers are dedicated to working together to fulfill Palmetto Health's Vision: To be remembered by each patient as providing the care and compassion we want for our families and ourselves.(CONTINUED FROM PAGE 2)Palmetto Health is supported by the Palmetto Health-USC Medical Group, the Palmetto Health Quality Collaborative and two 501 (c)(3) foundations. It trains the next generation of physicians through its 24 residency and fellowship programs affiliated with the University of South Carolina School of Medicine. Two large networks of providers Palmetto Health-USC Medical Group and the Palmetto Health Quality Collaborative serve as the primary entry points for patients being cared for by Palmetto Health.Palmetto Health-USC Medical Group, launched in April 2016, is a not-for-profit company that brings together health care providers from two of South Carolina's most respected organizations Palmetto Health and the University of South Carolina School of Medicine. With more than 500 providers and 2,200 team members in more than 80 practices and nearly 100 locations, they form the region's largest multispecialty medical group.The Palmetto Health Quality Collaborative (PHQC) is a nationally recognized clinically integrated system of physicians and advanced practice providers that drives targeted improvements in health care quality and efficiency. Since its inception in 2010, the Quality Collaborative has been committed to increasing the quality of care patients receive by setting higher performance and quality expectations for participating physicians. All providers in the Palmetto Health-USC Medical Group are members of the PHQC.Palmetto Health provides health care for nearly 72 percent of the residents of Richland County and almost 35 percent of the health care for the combined Richland/Lexington county area. Each year, our hospitals have more than a million patient visits, welcome more than 7,000 babies into the world, treat more than 150,000 pediatric patients, accommodate more than 220,000 emergency department visits, perform more than 10,000 heart catheterizations and 400 open heart procedures and perform more than 33,000 mammograms. Areas of specialty at Palmetto Health include bariatric surgery, behavioral care, cancer care, geriatrics, heart and vascular care (including the Advanced Heart Health Center and the Midlands' only LVAD program), neonatology, neuroscience, obstetrics (including high-risk pregnancy and genetic counseling, and two Level III Neonatal Intensive Care Units), orthopedics, pediatrics, surgery (including the Midlands' first da Vinci, trauma care (region's only Level 1 trauma center and the first Level 2 pediatric trauma center) and women's care. Many of our programs and services have been uniquely accredited for excellence, such as the state's first accredited chest pain center, and accredited breast center by the American College of Surgeons' National Accreditation Program. The Joint Commission has accredited Palmetto Health's Primary Stroke Center, and BlueCross BlueShield has awarded Palmetto Health their Blue Distinction designation for its bariatric surgery, cardiac care, joint replacement, maternity care and spine surgery programs. Palmetto Health has pledged 10 percent of its annual bottom line to fund community health care initiatives in cancer education and prevention, maternal and child health services, diabetes prevention and many others. In the last 19 years, Palmetto Health has spent more than $53 million in this special effort alone. This tithe is a contribution over and above the care provided in our hospitals for services to patients in need. Palmetto Health is focused on quality and patient safety improvement initiatives and set about creating the structure, culture and accountability to achieve it. These efforts have allowed our hospitals to achieve significant progress in decreasing mortality and increasing the performance in appropriate care measures for nationally benchmarked standards of care for six high-volume procedures. This ambitious and concerted quality goal of eliminating all preventable errors and deaths continues to be a focus for all at Palmetto Health, while attention has increased on reducing "harm events," such as infections and falls, and on reducing unnecessary readmissions. In addition to these efforts, Palmetto Health plays a key role in community support through investment by its team members in the United Way and the Palmetto Health Foundation. Additionally, the organization and its team members participate and invest in community agencies such as the American Heart Association, March of Dimes, American Cancer Society, NAACP, Salvation Army, Commission of Higher Education, and many other health and human services organizations. With key leaders volunteering for significant roles in organizations like the Chambers of Commerce, City Center Partnership, Central Carolina Economic Development Alliance and a host of others, Palmetto Health is active in its community.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
Our locally owned, nonprofit system includes six Joint Commission-accredited acute-care hospitals with 1,439 patient beds Palmetto Health Baptist, Palmetto Health Baptist Parkridge, Palmetto Health Children's Hospital, Palmetto Health Heart Hospital, AND Palmetto Health Richland. In the South Carolina upstate region, Palmetto Health also co-owns Baptist Easley Hospital.
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
As one of the largest employers in the state, Palmetto Health has been recognized nationally as one of the best places to work and receive care. Readers of The State newspaper have named Palmetto Health the best in health care for seven years in a row, including "Best Hospital System and "Best Hospital for Heart Health." For the ninth time, Palmetto Health was named to Hospitals & Health Networks magazine's "Most Wired" list. (SEE SCHEDULE O FOR CONTINUATION)
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet1,562,153,347
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 IClick to see attachment.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment..............
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment.................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment..................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment.............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....Click to see attachment
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see attachment
20b
Yes
 
Form 990 (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........Click to see attachment
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............Click to see list of attachments
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I............ Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I ...................Click to see attachment
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II ................Click to see attachment
26
Yes
 
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L,
Part IV
........................Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV.....................Click to see attachment
28b
Yes
 
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I.
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II ...........
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I ........Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (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
866
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
12,052
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
19
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
17
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
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
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
SC
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:
MediumBulletBENJAMIN M CUNNINGHAM JR293 GREYSTONE BLVD   COLUMBIA,SC29210 (803) 296-2135
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) Lester P Branham Jr......................................................................
Chairman
5.00
.................
 
X   X       19,780 0 0
(2) Rick James E Wheeler......................................................................
Vice Chairman
5.00
.................
1.00
X   X       23,443 0 0
(3) Beverly D Chrisman......................................................................
Secretary
3.00
.................
 
X   X       16,117 0 0
(4) Jean E Duke......................................................................
Treasurer
3.00
.................
 
X   X       16,117 0 0
(5) James A Bennett......................................................................
Director
3.00
.................
 
X           16,117 0 0
(6) James L Best......................................................................
Director
3.00
.................
 
X           0 0 0
(7) John M Brabham Jr......................................................................
Director
3.00
.................
 
X           0 0 0
(8) LeRoy P Creech......................................................................
Director
3.00
.................
 
X           0 0 0
(9) Edward Duffy Jr MD......................................................................
Director
3.00
.................
 
X           0 0 0
(10) Paul V Fant Sr......................................................................
Director
3.00
.................
 
X           16,117 0 0
(11) Sara B Fisher......................................................................
Director
3.00
.................
 
X           16,117 0 0
(12) John W Foster Jr......................................................................
Director
3.00
.................
 
X           16,117 0 0
(13) Rosalyn W Frierson......................................................................
Director
3.00
.................
1.00
X           16,117 0 0
(14) William C Gerard MD......................................................................
Director
3.00
.................
 
X           246,062 0 0
(15) James H Herlong MD......................................................................
Director
3.00
.................
 
X           16,117 0 0
(16) Joel E Johnson DMD......................................................................
Director
3.00
.................
 
X           16,117 0 0
(17) George S King Jr......................................................................
Director
3.00
.................
1.00
X           16,117 0 0
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) Jerome D Odom PhD........................................................................
Director
3.00
.......................1.00
X           16,117 0 0
(19) Charles D Beaman JR........................................................................
CEO
50.00
.......................1.00
X   X       1,340,080 0 39,491
(20) John J Singerling........................................................................
President
50.00
.......................  
    X       692,563 0 178,500
(21) Paul K Duane........................................................................
Chief Financial Officer
50.00
.......................1.00
    X       560,427 0 178,243
(22) James I Raymond........................................................................
Chief Medical & Academic Officer
50.00
.......................1.00
      X     593,578 0 34,826
(23) Howard P West........................................................................
General Counsel
50.00
.......................  
      X     434,009 0 46,654
(24) Michelle E Edwards........................................................................
Chief Information Officer
50.00
.......................  
      X     444,626 0 138,018
(25) Benjamin M Cunningham........................................................................
SYSTEM VP FINANCE
50.00
.......................  
      X     280,019 0 35,775
(26) James E Lathren........................................................................
COO ACUTE CARE SERVICES
50.00
.......................  
      X     416,254 0 32,901
(27) BARRY G FELDMAN........................................................................
PHYSICIAN
50.00
.......................  
        X   1,057,355 0 39,014
(28) Jeffrey T Ehreth........................................................................
PHYSICIAN
50.00
.......................  
        X   989,469 0 33,110
(29) Harris H Parker III........................................................................
PHYSICIAN
50.00
.......................  
        X   996,485 0 42,364
(30) FRANCIS GOLDSTEIN........................................................................
PHYSICIAN
50.00
.......................  
        X   1,019,579 0 14,639
(31) MATTHEW G CANTRELL........................................................................
PHYSICIAN
50.00
.......................  
        X   1,057,506 0 21,476
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 10,348,522 0 835,011
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 MediumBullet824
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
CAROLINA CARE

215 REDBAY ROAD
ELGIN,SC29045
EMERGENCY CARE PHYSICIANS 18,858,391
PROFESSIONAL PATHOLOGY SERVICES

ONE SCIENCE COURT SUITE 200
COLUMBIA,SC29203
PATHOLOGISTS 4,057,269
MRI INC OF THE CAROLINAS

1519 MARION STREET
COLUMBIA,SC29201
RADIOLOGISTS 3,642,520
COLUMBIA ACUTE DIALYSIS (FRESENIUN MEDIC

16343 COLLECTIONS CENTER DRIVE
CHICAGO,IL60693
DIALYSIS SERVICES 2,908,058
ALLIED BARTON

161 WASHINGTON STREET SUITE 800
CONSHOHOCKEN,PA19428
SECURITY SERVICES 2,413,224
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet118
Form 990 (2015)
Form 990 (2015)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d 6,223,117
e Government grants (contributions)1e 4,079,629
f All other contributions, gifts, grants, and similar amounts not included above1f 2,822,645
g Noncash contributions included in lines 1a-1f:$  
h Total.Add lines 1a-1f.......MediumBullet 13,125,391
 Program Service RevenueAmt Business Code
2a NET PATIENT REVENUE 621300 1,616,357,669 1,616,357,669    
b PALMETTO SENIOR CARE 623000 18,107,069 18,107,069    
c PHARMACY 446110 16,781,840     16,781,840
d BAPTIST EASLEY FEE 900099 7,617,918 7,617,918    
e REFERENCE LABORATORY 621500 955,722   955,722  
f All other program service revenue.        
g Total.Add lines 2a–2f.....MediumBullet 1,659,820,218
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ..........MediumBullet 20,590,875     20,590,875
4 Income from investment of tax-exempt bond proceedsMediumBullet 191,261     191,261
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents   5,281,114
b Less: rental expenses   10,622,865
c Rental income or (loss)   -5,341,751
d Net rental income or (loss)......MediumBullet -5,341,751     -5,341,751
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 4,313 10,739,857
b Less: cost or other basis and sales expenses 0 0
c Gain or (loss) 4,313 10,739,857
d Net gain or (loss).....MediumBullet 10,744,170     10,744,170
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 MISCELLANEOUS REVENUE 900099 38,825,316   7,964,405 30,860,911
b Contribution in Acquis 900099 14,016,987     14,016,987
c REBATES 900099 7,111,015     7,111,015
d All other revenue .... 7,328,378     7,328,378
e Total. Add lines 11a–11d ...... MediumBullet 67,281,696
12 Total revenue. See Instructions......MediumBullet 1,766,411,860 1,642,082,656 8,920,127 102,283,686
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 2,364,147 2,364,147
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 110,000 110,000
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 .... 5,682,592   5,682,592  
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 674,280,342 624,839,729 49,440,613  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 14,958,674 13,746,005 1,212,669  
9 Other employee benefits ....... 69,904,441 64,237,431 5,667,010  
10 Payroll taxes ........... 45,842,590 42,126,225 3,716,365  
11 Fees for services (non-employees):        
a Management ...... 11,537,689 8,964,626 2,573,063  
b Legal ......... 2,592,186 412,630 2,179,556  
c Accounting ........... 234,415 24,075 210,340  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 147,073,714 122,107,531 24,966,183  
12 Advertising and promotion .... 1,959,525 198,838 1,760,687  
13 Office expenses ....... 5,736,105 3,893,919 1,842,186  
14 Information technology ...... 24,787,973 5,806,141 18,981,832  
15 Royalties ..        
16 Occupancy ........... 36,286,343 36,157,567 128,776  
17 Travel ............ 4,290,157 3,768,827 521,330  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings ....        
20 Interest ........... 28,350,408 1,048,977 27,301,431  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 70,355,399 69,645,511 709,888  
23 Insurance ... 9,653,897 3,885,386 5,768,511  
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 BAD DEBT EXPENSE 266,197,026 266,197,026    
b MEDICAL SUPPLIES 248,385,695 248,095,925 289,770  
c UBI TAX 101,277   101,277  
d REPAIRS AND MINOR EQUIP 10,519,975 10,519,975    
e All other expenses 39,738,141 34,002,856 5,735,285  
25 Total functional expenses. Add lines 1 through 24e 1,720,942,711 1,562,153,347 158,789,364 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 ........ 46,442,192 1 38,627,538
2 Savings and temporary cash investments .........   2  
3 Pledges and grants receivable, net ...... 547,352 3 679,455
4 Accounts receivable, net ............. 238,442,845 4 281,493,430
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 7,205,064
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net .... 1,413,000 7 2,611,604
8 Inventories for sale or use ........ 22,270,350 8 25,103,075
9 Prepaid expenses and deferred charges ...... 571,121 9 466,409
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,587,793,318
b Less: accumulated depreciation 10b 981,817,873 599,899,990 10c 605,975,445
11 Investments—publicly traded securities . 657,492,226 11 774,531,163
12 Investments—other securities. See Part IV, line 11 ..... 153,814,453 12 95,398,848
13 Investments—program-related. See Part IV, line 11 .. 21,579,074 13 20,602,057
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 26,175,057 15 25,783,856
16 Total assets. Add lines 1 through 15 (must equal line 34)... 1,768,647,660 16 1,878,477,944
Liabilities 17 Accounts payable and accrued expenses ..... 147,722,375 17 162,812,890
18 Grants payable ...   18  
19 Deferred revenue .........   19 117,177
20 Tax-exempt bond liabilities ......... 682,672,541 20 797,664,237
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 110,416,895 25 208,640,804
26 Total liabilities. Add lines 17 through 25.. 940,811,811 26 1,169,235,108
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 788,649,721 27 672,020,556
28 Temporarily restricted net assets ........... 28,794,346 28 26,690,913
29 Permanently restricted net assets 10,391,782 29 10,531,367
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 ........... 827,835,849 33 709,242,836
34 Total liabilities and net assets/fund balances ........ 1,768,647,660 34 1,878,477,944
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
1,766,411,860
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
1,720,942,711
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
45,469,149
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
827,835,849
5
Net unrealized gains (losses) on investments ...............
5
16,006,869
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
-180,069,031
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
709,242,836
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:  
Software Version:  
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
PALMETTO HEALTH
 
Employer identification number

58-2296052
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:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Name of the organization
PALMETTO HEALTH
 
Employer identification number

58-2296052
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
PALMETTO HEALTH
 
Employer identification number
58-2296052
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
PALMETTO HEALTH
 
Employer identification number

58-2296052
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
PALMETTO HEALTH
 
Employer identification number

58-2296052
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:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

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

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below. SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd 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
PALMETTO HEALTH
 
Employer identification number

58-2296052
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)? ........
 
No
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? .......................
 
No
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
Yes
 
235,430
j
Total. Add lines 1c through 1i ....................................................................................................
235,430
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Part II-B, Line 1: PALMETTO HEALTH PAYS ANNUAL MEMBERSHIP DUES AS PART OF ITS MEMBERSHIP WITH THE SC HOSPITAL ASSOCIATION AND 4.09% ($16,137) OF THESE DUES ARE USED FOR LOBBYING ACTIVITIES. PALMETTO HEALTH ALSO PAYS ANNUAL MEMBERSHIP DUES TO THE AMERICAN HOSPITAL ASSOCIATION AND 21.78% ($33,301) OF THESE DUES ARE USED FOR LOBBYING ACTIVITIES. THE REMAINING $185,992 ARE FEES PAID TO DARRELL M. CAMPBELL AND MCNAIR LAW FIRM, INDEPENDENT CONSULTANTS THAT PROVIDE LOBBYING SERVICES.
Schedule C (Form 990 or 990EZ) 2015


Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," 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
PALMETTO HEALTH
 
Employer identification number

58-2296052
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 .... 6,599,443 3,748,566 4,059,918 4,554,077 5,205,956
b Contributions ... 3,985,534 7,347,143 3,793,641 3,718,869 3,703,676
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
4,296,949 4,496,266 4,104,993 4,213,028 4,355,555
f Administrative expenses ....          
g End of year balance ...... 6,288,028 6,599,443 3,748,566 4,059,918 4,554,077
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet2.400 %
b
Permanent endowment SchDMd Bullet18.100 %
c
Temporarily restricted endowment SchDMd Bullet79.500 %
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 ...   45,428,311 45,428,311
b Buildings   695,019,817 351,837,436 343,182,381
c Leasehold improvements   7,693,246 5,054,519 2,638,727
d Equipment ...   799,952,966 618,742,514 181,210,452
e Other ...   39,698,978 6,183,404 33,515,574
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 605,975,445
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) BOND FUNDS
65,532,267 C

(B) INVESTMENT IN FOUNDATION
29,101,030 C

(C) INVESTMENT IN BAPTIST FOUNDATION
765,551 C
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 95,398,848
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)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' 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  
CAPITAL LEASE OBLIGATIONS 19,128,000
POST RETIREMENT RESERVE 8,634,470
DEFERRED COMPENSATION 4,187,494
SELF INSURANCE RESERVE 9,854,844
ASSET RETIREMENT RESERVE 926,525
DERIVATIVE CHANGE IN VALUE 90,523,646
DUE TO AFFILIATES 75,385,825
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 208,640,804
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 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
Part V, Line 4: PALMETTO HEALTH'S ENDOWMENT FUNDS BENEFIT A VARIETY OF PROGRAMS FOR THE WELL BEING OF ITS PATIENTS WHICH IS CONSISTENT WITH THE WISHES AND DESIGNATIONS OF DONORS.
Part X, Line 2: PALMETTO HEALTH QUALIFIES AS AN ORGANIZATION EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). PALMETTO HEALTH HAS TWO TAXABLE SUBSIDIARIES, HEALTHSOURCE, INC. AND PPM. AS OF SEPTEMBER 30, 2016, PALMETTO HEALTH HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS NOR IS INCOME TAX ACCOUNTING SIGNIFICANT WITH RESPECT TO TAXABLE SUBSIDIARIES.
Schedule D (Form 990) 2015


Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.Right pointing arrow large image Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
PALMETTO HEALTH
 
Employer identification number

58-2296052
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers.Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region
(f) Total expenditures
for and investments
in region
CENTRAL AMERICA/CARIBBEAN 0 0 INVESTMENTS   91,642,050
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 0 0 91,642,050
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 91,642,050
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2015
Schedule F (Form 990) 2015
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(a)(c) Region (b)(d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount
of non-cash
assistance
(h) Description
of non-cash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
 
3 Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2015
Schedule F (Form 990) 2015Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant
(e) Manner of cash
disbursement
(f) Amount of
non-cash
assistance
(g) Description
of non-cash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2015
Schedule F (Form 990) 2015
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships. (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713).. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2015
Schedule F (Form 990) 2015
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2015
Additional Data


Software ID:  
Software Version:  



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
PALMETTO HEALTH
 
Employer identification number

58-2296052
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
Yes
 
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) . . .
    77,955,226 39,699,362 38,255,864 2.930 %
b Medicaid (from Worksheet 3, column a) . . . . .     246,036,217 217,188,132 28,848,085 2.210 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .            
d Total Financial Assistance and Means-Tested Government Programs . . . . .     323,991,443 256,887,494 67,103,949 5.140 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).     11,995,933   11,995,933 0.920 %
f Health professions education (from Worksheet 5) . . .     39,391,931 2,807,521 36,584,410 2.800 %
g Subsidized health services (from Worksheet 6) . . . .     173,368,182 155,888,889 17,479,293 1.340 %
h Research (from Worksheet 7) .     1,210,461   1,210,461 0.090 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .     519,529   519,529 0.040 %
j Total. Other Benefits . .     226,486,036 158,696,410 67,789,626 5.190 %
k Total. Add lines 7d and 7j .     550,477,479 415,583,904 134,893,575 10.330 %
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            
2 Economic development            
3 Community support            
4 Environmental improvements            
5 Leadership development and
training for community members
           
6 Coalition building            
7 Community health improvement advocacy            
8 Workforce development   1,646 58,561   58,561 0 %
9 Other            
10 Total   1,646 58,561   58,561  
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
Yes
 
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
66,952,424
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
4,128,917
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
260,893,258
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
371,709,971
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-110,816,713
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 %
11 RADIATION ONCOLOGY
 
OUTPATIENT ONCOLOGY 51.000 %   49.000 %
22 PARKRIDGE SURGERY
 
OUTPATIENT SURGERY 72.360 %   27.640 %
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?3
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
2 PALMETTO HEALTH RICHLAND
5 MEDICAL PARK
COLUMBIA,SC29203
X X X X     X   HEART, CHILDREN'S HOSPITAL A
3 PALMETTO HEALTH BAPTIST
MARION STREET
COLUMBIA,SC29220
X X   X     X     A
4 PALMETTO HEALTH BAPTIST PARKRIDGE
400 PALMETTO HEALTH PARKWAY
COLUMBIA,SC29212
X X         X     A
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)
Facility Reporting Group - 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   No
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 15
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10   No
a If "Yes" (list url):  
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b Yes  
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)
Facility Reporting Group - 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
SEE DISCLOSURE
b
SEE DISCLOSURE
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)

Facility Reporting Group - 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 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
Part V, Section B Facility Reporting Group A
Facility Reporting Group A consists of: - Facility 2: PALMETTO HEALTH RICHLAND, - Facility 3: PALMETTO HEALTH BAPTIST, - Facility 4: PALMETTO HEALTH BAPTIST PARKRIDGE
Group A-Facility 2 -- PALMETTO HEALTH RICHLAND Part V, Section B, line 5: THE HOSPITAL FACILITY TOOK INTO ACCOUNT IMPUT FROM PERSONS WHO REPRESENT THE COMMUNITY BY CONDUCTING 52 ONE-TO-ONE INTERVIEWS AND 10 FOCUS GROUPS THAT INCLUDED NEARLY 110 PARTICIPANTS. FOCUS GROUP PARTICIPANTS WERE FROM LEXINGTON, RICHLAND AND SUMTER COUNTIES AND COMPRISED OF INDIVIDUALS LIVING IN BOTH RURAL AND URBAN AREAS. PARTICIPANTS WERE MAINLY AFRICAN AMERICAN AND CAUCASIAN, ACROSS ALL HOUSEHOLD INCOME RANGES AND DEMOGRAPHICS.
Group A-Facility 2 -- PALMETTO HEALTH RICHLAND Part V, Section B, line 6a: PALMETTO HEALTH BAPTIST, PALMETTO HEALTH RICHLAND, PALMETTO HEALTH BAPTIST PARKRIDGE, AND PALMETTO HEALHT TUOMEY CONDUCTED THE CHNA TOGETHER.
Group A-Facility 2 -- PALMETTO HEALTH RICHLAND Part V, Section B, line 7d: EACH PALMETTO HEALTH HOSPITAL FACILITY (RICHLAND, BAPTIST, AND PARKRIDGE) MADE THE JOINT CHNA AVAILABLE IN THE HOSPITAL LOBBY AND ADMINISTRATION AREAS. THE CHNA CAN BE FOUND AT: https://www.palmettohealth.org/classes-events/community-outreach/community-health-initiatives/community-health-needs-assessmentBAPTIST AND RICHLAND DO NOT HAVE SEPARATE WEBSITES.
Group A-Facility 2 -- PALMETTO HEALTH RICHLAND Part V, Section B, line 11: PALMETTO HEALTH'S COMMUNITY HEALTH NEEDS ASSESSMENT IDENTIFIED SEVERAL SIGNIFICANT HEALTH NEEDS IN OUR COMMUNITY. THE MOST CONSISTENT RECURRING THEMES INCLUDED: OBESITY, DIABETES, HIGH BLOOD PRESSURE, ACCESS TO AFFORDABLE HEALTH CARE, ACCESS TO HEALTHY FOODS, SAFE NEIGHBORHOODS, LACK OF SIDEWALKS, AND CRIME.PALMETTO HEALTH HAS CHOSEN TO FOCUS UPON ACCESS TO CARE, OBESITY, AND HIGH BLOOD PRESSURE WITH THE FOLLOWING PROGRAMS: SMOKING CESSATION, LIVEWELL COLUMBIA, GONOODLE, AND WOMEN AT HEART.
Group A-Facility 2 -- PALMETTO HEALTH RICHLAND Part V, Section B, line 16i: ALL SELF PAY PATIENT STATEMENTS INCLUDE VERBIAGE ABOUT THE POTENTIAL FAP ELIGIBILITY AND HOW TO CONTACT A FINANCIAL COUNSELOR.
Group A-Facility 2 -- PALMETTO HEALTH RICHLAND Part V, Section B, line 22d: ALL HOSPITAL FACILITIES PROVIDED FREE CARE WITH NOMINAL COPAYS. PATIENTS WILL NOT BE DENIED CARE IF UNABLE TO PAY COPAY.
Group A-Facility 3 -- PALMETTO HEALTH BAPTIST Part V, Section B, line 5: THE HOSPITAL FACILITY TOOK INTO ACCOUNT IMPUT FROM PERSONS WHO REPRESENT THE COMMUNITY BY CONDUCTING 52 ONE-TO-ONE INTERVIEWS AND 10 FOCUS GROUPS THAT INCLUDED NEARLY 110 PARTICIPANTS. FOCUS GROUP PARTICIPANTS WERE FROM LEXINGTON, RICHLAND AND SUMTER COUNTIES AND COMPRISED OF INDIVIDUALS LIVING IN BOTH RURAL AND URBAN AREAS. PARTICIPANTS WERE MAINLY AFRICAN AMERICAN AND CAUCASIAN, ACROSS ALL HOUSEHOLD INCOME RANGES AND DEMOGRAPHICS.
Group A-Facility 3 -- PALMETTO HEALTH BAPTIST Part V, Section B, line 6a: PALMETTO HEALTH BAPTIST, PALMETTO HEALTH RICHLAND, AND PALMETTO HEALTH BAPTIST PARKRIDGE CONDUCTED THE CHNA TOGETHER.
Group A-Facility 3 -- PALMETTO HEALTH BAPTIST Part V, Section B, line 7d: EACH PALMETTO HEALTH HOSPITAL FACILITY (RICHLAND, BAPTIST, AND PARKRIDGE) MADE THE JOINT CHNA AVAILABLE IN THE HOSPITAL LOBBY AND ADMINISTRATION AREAS. THE CHNA CAN BE FOUND AT: https://www.palmettohealth.org/classes-events/community-outreach/community-health-initiatives/community-health-needs-assessment. BAPTIST AND RICHLAND DO NOT HAVE SEPARATE WEBSITES.
Group A-Facility 3 -- PALMETTO HEALTH BAPTIST Part V, Section B, line 11: PALMETTO HEALTH'S COMMUNITY HEALTH NEEDS ASSESSMENT IDENTIFIED SEVERAL SIGNIFICANT HEALTH NEEDS IN OUR COMMUNITY. THE MOST CONSISTENT RECURRING THEMES INCLUDED: OBESITY, DIABETES, HIGH BLOOD PRESSURE, ACCESS TO AFFORDABLE HEALTH CARE, ACCESS TO HEALTHY FOODS, SAFE NEIGHBORHOODS, LACK OF SIDEWALKS, AND CRIME.PALMETTO HEALTH HAS CHOSEN TO FOCUS UPON ACCESS TO CARE, OBESITY, AND HIGH BLOOD PRESSURE WITH THE FOLLOWING PROGRAMS: SMOKING CESSATION, LIVEWELL COLUMBIA, GONOODLE, AND WOMEN AT HEART.
Group A-Facility 3 -- PALMETTO HEALTH BAPTIST Part V, Section B, line 16i: ALL SELF PAY PATIENT STATEMENTS INCLUDE VERBIAGE ABOUT THE POTENTIAL FAP ELIGIBILITY AND HOW TO CONTACT A FINANCIAL COUNSELOR.
Group A-Facility 3 -- PALMETTO HEALTH BAPTIST Part V, Section B, line 22d: ALL HOSPITAL FACILITIES PROVIDED FREE CARE WITH NOMINAL COPAYS. PATIENTS WILL NOT BE DENIED CARE IF UNABLE TO PAY COPAY.
Group A-Facility 4 -- PALMETTO HEALTH BAPTIST PARKRIDGE Part V, Section B, line 5: THE HOSPITAL FACILITY TOOK INTO ACCOUNT IMPUT FROM PERSONS WHO REPRESENT THE COMMUNITY BY CONDUCTING 52 ONE-TO-ONE INTERVIEWS AND 10 FOCUS GROUPS THAT INCLUDED NEARLY 110 PARTICIPANTS. FOCUS GROUP PARTICIPANTS WERE FROM LEXINGTON, RICHLAND AND SUMTER COUNTIES AND COMPRISED OF INDIVIDUALS LIVING IN BOTH RURAL AND URBAN AREAS. PARTICIPANTS WERE MAINLY AFRICAN AMERICAN AND CAUCASIAN, ACROSS ALL HOUSEHOLD INCOME RANGES AND DEMOGRAPHICS.
Group A-Facility 4 -- PALMETTO HEALTH BAPTIST PARKRIDGE Part V, Section B, line 6a: PALMETTO HEALTH BAPTIST, PALMETTO HEALTH RICHLAND, AND PALMETTO HEALTH BAPTIST PARKRIDGE CONDUCTED THE CHNA TOGETHER.
Group A-Facility 4 -- PALMETTO HEALTH BAPTIST PARKRIDGE Part V, Section B, line 7d: EACH PALMETTO HEALTH HOSPITAL FACILITY (RICHLAND, BAPTIST, AND PARKRIDGE) MADE THE JOINT CHNA AVAILABLE IN THE HOSPITAL LOBBY AND ADMINISTRATION AREAS. THE CHNA CAN BE FOUND AT: https://www.palmettohealth.org/classes-events/community-outreach/community-health-initiatives/community-health-needs-assessment. BAPTIST AND RICHLAND DO NOT HAVE SEPARATE WEBSITES.
Group A-Facility 4 -- PALMETTO HEALTH BAPTIST PARKRIDGE Part V, Section B, line 11: PALMETTO HEALTH'S COMMUNITY HEALTH NEEDS ASSESSMENT IDENTIFIED SEVERAL SIGNIFICANT HEALTH NEEDS IN OUR COMMUNITY. THE MOST CONSISTENT RECURRING THEMES INCLUDED: OBESITY, DIABETES, HIGH BLOOD PRESSURE, ACCESS TO AFFORDABLE HEALTH CARE, ACCESS TO HEALTHY FOODS, SAFE NEIGHBORHOODS, LACK OF SIDEWALKS, AND CRIME.PALMETTO HEALTH HAS CHOSEN TO FOCUS UPON ACCESS TO CARE, OBESITY, AND HIGH BLOOD PRESSURE WITH THE FOLLOWING PROGRAMS: SMOKING CESSATION, LIVEWELL COLUMBIA, GONOODLE, AND WOMEN AT HEART.
Group A-Facility 4 -- PALMETTO HEALTH BAPTIST PARKRIDGE Part V, Section B, line 16i: ALL SELF PAY PATIENT STATEMENTS INCLUDE VERBIAGE ABOUT THE POTENTIAL FAP ELIGIBILITY AND HOW TO CONTACT A FINANCIAL COUNSELOR.
Group A-Facility 4 -- PALMETTO HEALTH BAPTIST PARKRIDGE Part V, Section B, line 22d: ALL HOSPITAL FACILITIES PROVIDED FREE CARE WITH NOMINAL COPAYS. PATIENTS WILL NOT BE DENIED CARE IF UNABLE TO PAY COPAY.
PART V, LINE 7A - COMMUNITY HEALTH NEEDS ASSESSMENT WEBSITE https://www.palmettohealth.org/classes-events/community-outreach/community-health-initiatives/community-health-needs-assessment
PART V, LINE 16A, 16B, AND 16C https://www.palmettohealth.org/patients-guests/patients/financial-arrangements/financial-assistance
   
   
   
   
   
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?68
Name and address Type of Facility (describe)
1 1 - Columbia Gastroenterology
2739 Laurel Street Suite 1A
Columbia,SC29204
Physician Practice
2 2 - PALMETTO HEART LEXINGTON
120 West Hospital Drive
West Columbia,SC29169
Physician Practice
3 3 - Palmetto Heart- Columbia
8 Medical Park Suite 100
Columbia,SC29203
Physician Practice
4 4 - Richland Hospital Internal Medicine
14 Medical Park Suite 320
Columbia,SC29203
Physician Practice
5 5 - Palmetto Health Orthopedics
14 Medical Park Suite 200
Columbia,SC29203
Physician Practice
6 6 - Surgical Associates of SC
1850 Laurel Street
Columbia,SC29201
Physician Practice
7 7 - Carolina Cardiac Surgery
8 Medical Park Suite 400
Columbia,SC29203
Physician Practice
8 8 - Palmetto Health Neurosurgery
3 Medical Park Suite 310
Columbia,SC29203
Physician Practice
9 9 - Columbia Women's Healthcare
1301 Taylor Street Suite 6J
Columbia,SC29201
Physician Practice
10 10 - Parkridge OBGYN Associates
100 Palmetto Health Pkwy
Columbia,SC29212
Physician Practice
11 11 - Women Physician Associates OBGYN
9 Medical Park Suite 620
Columbia,SC29203
Physician Practice
12 12 - Three Rivers Medical Associates
1301 Taylor Street Suite 8A
Columbia,SC29201
Physician Practice
13 13 - Baptist Inpatient Medical Associates
Taylor at Marion Street
Columbia,SC29220
Physician Practice
14 14 - Palmetto Health Surgical Specialists
9 Medical Park Suite 450
Columbia,SC29203
Physician Practice
15 15 - Palmetto Health Ophthamology
4 Medical Park Suite 100
Columbia,SC29203
Physician Practice
16 16 - Three Rivers Medical Associates- Irmo
7430 College Street
Irmo,SC29063
Physician Practice
17 17 - Palmetto Pulmonary
1333 Taylor Street Suite 4G
Columbia,SC29201
Physician Practice
18 18 - Pediatric Surgery
9 Medical Park Suite 500
Columbia,SC29203
Physician Practice
19 19 - Palmetto Children's Urology
9 Medical Park Suite 420
Columbia,SC29203
Physician Practice
20 20 - Premier Orthopedic Specialist Trauma
3 Medical Park Suite 330
Columbia,SC29203
Physician Practice
21 21 - Colorectal Associates
1410 Blanding Street Suite 102
Columbia,SC29201
Physician Practice
22 22 - PH Surgical Assoc Parkridge
300 Palmetto Health Pkwy Suite 200
Columbia,SC29212
Physician Practice
23 23 - Childrens Hospital Intensivists
9 Medical Park Suite 530
Columbia,SC29203
Physician Practice
24 24 - South Hampton Family Practice
5900 Garners Ferry Road
Columbia,SC29209
Physician Practice
25 25 - Parkridge Baptist Hospitalists
400 Palmetto Health Pkwy
Columbia,SC29212
Physician Practice
26 26 - Northeast Family Practice
3000 NE Medical Park Suite 209
Columbia,SC29223
Physician Practice
27 27 - Parkridge Medical Associates
190 Parkridge Dr Suite 220
Columbia,SC29212
Physician Practice
28 28 - Palmetto Heart- Hartsville
701 Medical Park Dr Suite 103
Hartsville,SC29550
Physician Practice
29 29 - Lakeview Family Practice
1316 Northlake Drive
Lexington,SC29072
Physician Practice
30 30 - Markowitz and Associates
103 Saluda Ridge Court
West Columbia,SC29169
Physician Practice
31 31 - Palmetto Surgical Associates
1333 Taylor St Suite 3A
Columbia,SC29201
Physician Practice
32 32 - Midlands Internal Medicine
3000 NE Medical Park Suite 108
Columbia,SC29223
Physician Practice
33 33 - PH Ortho & Spine Surgeons of SC
1333 Taylor St Suite 3J
Columbia,SC29201
Physician Practice
34 34 - Healing Waters
300 Palmetto Health Pkwy Suite 103
Columbia,SC29212
Physician Practice
35 35 - Hospitalists in Psychiatry
11 Richland Medical Park Drive
Columbia,SC29203
Physician Practice
36 36 - Atrium Ridge Internal Medicine
11 Atrium Ridge Court
Columbia,SC29223
Physician Practice
37 37 - First Care
2406 Decker Blvd
Columbia,SC29206
Physician Practice
38 38 - University Family Practice
4311 Hardscrabble Rd
Columbia,SC29229
Physician Practice
39 39 - Palmetto Infectious Disease
1333 Taylor Street Suite 4G
Columbia,SC29201
Physician Practice
40 40 - Weight Mgt Center
1850 Laurel St Suite 1A
Columbia,SC29201
Bariatric Care
41 41 - Palmetto Health Spine Center
100 Palmetto Health Pkwy Suite 250
Columbia,SC29212
Physician Practice
42 42 - Ballentine Family Med
1079 Dutch Fork Rd
Irmo,SC29063
Physician Practice
43 43 - PH Ophthalmology Optical Shop
4 Medical Park Suite 100
Columbia,SC29203
Physician Practice
44 44 - Longevity Clinic
3010 Farrow Rd
Columbia,SC29203
Physician Practice
45 45 - Palmetto OBGYN Associates
1333 Taylor Street Suite 4G
Columbia,SC29201
Physician Practice
46 46 - Twelve Mile Creek Family Practice
4711 Sunset Blvd Hwy 378
Lexington,SC29072
Physician Practice
47 47 - Blythewood Family Care
738 University Village Drive
Blythewood,SC29016
Physician Practice
48 48 - Three Rivers OBGYN
1301 Taylor Street Suite 7B
Columbia,SC29201
Physician Practice
49 49 - Irmo Family Practice
190 Parkridge Dr Suite 220
Columbia,SC29212
Physician Practice
50 50 - Harbison Family Practice
190 Parkridge Dr Suite 250
Columbia,SC29212
Physician Practice
51 51 - Carolina Colon and Rectal Surgeons
1730 St Julian Place
Columbia,SC29204
Physician Practice
52 52 - Radiation Oncology
166 Stoneridge Drive
Columbia,SC29210
Outpatient Oncology Services
53 53 - Parkridge Surgery Center LLC
190 Parkridge Drive
Columbia,SC29212
Outpatient Surgery
54 54 - Palmetto Health Richland Imaging Center
14 Richland Medical Park Drive
Columbia,SC29203
Imaging Services
55 55 - Palmetto Health Hospice- Columbia
1400 Pickens Street
Columbia,SC29201
Hospice Care
56 56 - Palmetto Health Home Care
1400 Pickens Street
Columbia,SC29201
Hospice Care
57 57 - Palmetto Health Dental Care
10 Medical Park Rd
Columbia,SC29203
Dental Care
58 58 - Senior Primary Care Practice
3010 Farrow Rd Suite 300
Columbia,SC29203
Primary Care Physicians
59 59 - Parkridge Convenience Care
190 Parkridge Dr Suite 104
Columbia,SC29212
Physician Practice
60 60 - Palmetto Health Healthworks
1333 Taylor Street Suite 3H
Columbia,SC29201
Physician Practice
61 61 - Palmetto Health Hospice- Newberry
1400 Camellia Ave
Newberry,SC29108
Hospice Care
62 62 - Palmetto Health Private Services
1400 Pickens Street
Columbia,SC29201
Private Services
63 63 - PH Children's Special Care Center
9 Richland Med Park Suite 420
Columbia,SC29203
Physician Practice
64 64 - Palmetto Senior Care- Laurel
1309 Laurel Street
Columbia,SC29201
Senior Care
65 65 - Palmetto Senior Care- Lexington
700 Knox Abbott Drive
West Columbia,SC29169
Senior Care
66 66 - Palmetto Senior Care- Shandon
1100 Shirley Street
Columbia,SC29205
Senior Care
67 67 - Palmetto Senior Care- White Rock
109 Wartburg Street
White Rock,SC29177
Senior Care
68 68 - Senior Primary Care Practice
190 Parkridge Dr Suite G100
Columbia,SC29212
Primary Care Physicians
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
Part I, Line 7: COSTING METHODOLOGY FOR INPATIENT AND OUTPATIENT SERVICES WERE DERIVED USING A COMBINATION OF IRS PROVIDED WORKSHEETS AND PALMETTO HEALTH'S MEDICARE COST REPORT. HOWEVER, ACTUAL DATA FROM PALMETTO HEALTH'S AUDITED FINANCIAL STATEMENTS WERE USED IN THE COSTING METHODOLOGY FOR SUBSIDIZED HEALTH SERVICES.
Part I, Line 7, Column (f): The Bad Debt expense included on Form 990, Part IX, Line 25, Column (A), but subtracted for purposes of calculating the percentage in this column is $ 266,197,026.
Part II, Community Building Activities: Palmetto Health's workforce development aids in the professional development of health care professionals. Over 1,646 individuals participated in career observations events (i.e. job shadowing, internships, graduate assistantships, and residencies) through partnerships with local schools and colleges. Approximately 7,630 contacts were made at various career events and community speaking engagements.
Part III, Line 2: The cost of bad debt is formulated by multiplying the appropriate cost to charge ratio for each entity by the actual bad debt charges for each correlating entity reported within the audited financial statements.
Part III, Line 3: The amount represents the bad debt expense for those who qualified for our charity care policy but did not provide the appropriate paperwork. Therefore, they would be classified as self pay within our financial statements. The appropriate cost to charge ratio for each entity is multiplied by the total charges for each patient.
Part III, Line 4: FY2016 FINANCIALS, EXCERPT FROM NOTE 3 - NET PATIENT SERVICE REVENUE AND PATIENT ACCOUNTS RECEIVABLE.ACCOUNTS RECEIVABLE ARE REDUCED BY AN ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS. IN EVALUATING THE COLLECTABILITY OF ACCOUNTS RECEIVABLE, PALMETTO HEALTH ANALYZES ITS PAST HISTORY AND IDENTIFIES TRENDS FOR EACH OF ITS MAJOR PAYOR SOURCES OF REVENUE TO ESTIMATE THE APPROPRIATE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS AND PROVISION FOR UNCOLLECTIBLE ACCOUNTS, AS WELL AS PERFORMING A DETAIL REVIEW OF HIGH DOLLAR ACCOUNTS ON A CASE BY CASE BASIS. MANAGEMENT REGULARLY REVIEWS DATA ABOUT THESE MAJOR PAYOR SOURCES OF REVENUE IN EVALUATING THE SUFFICIENCY OF THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS.FOR RECEIVABLES ASSOCIATED WITH SERVICES PROVIDED TO PATIENTS WHO HAVE THIRD-PARTY COVERAGE, PALMETTO HEALTH ANALYZES CONTRACTUALLY DUE AMOUNTS AND PROVIDES BOTH AN ALLOWANCE AND A PROVISION FOR UNCOLLECTIBLE ACCOUNTS, IF NECESSARY (FOR EXAMPLE, FOR EXPECTED UNCOLLECTIBLE DEDUCTIBLES AND COPAYMENTS WHICH REMAIN UNPAID, OR FOR PAYORS WHO ARE KNOWN TO BE HAVING FINANCIAL DIFFICULTIES THAT MAKE THE REALIZATION OF AMOUNTS DUE UNLIKELY).FOR RECEIVABLES ASSOCIATED WITH SELF-PAY PATIENTS (WHICH INCLUDES BOTH PATIENTS WITHOUT INSURANCE AND PATIENTS WITH DEDUTCIBLE AND COPAYMENT BALANCES DUE FOR WHICH THIRD-PARTY COVERAGE EXISTS FOR A PORTION OF THE SERVICES PROVIDED), PALMETTO HEALTH RECORDS A SIGNIFICANT PROVISION FOR UNCOLLECTIBLE ACCOUNTS IN THE PERIOD OF SERVICE ON THE BASIS OF ITS PAST EXPERIENCE, WHICH INDICATES THAT MANY PATIENTS DO NOT PAY THE PORTION OF THEIR BILL FOR WHICH THEY ARE FINANCIALLY RESPONSIBLE. THE DIFFERENCE BETWEEN THE STANDARD RATES (OR THE DISCOUNTED RATES, IF NEGOTIATED) AND THE AMOUNTS ACTUALLY COLLECTED AFTER ALL REASONABLE COLLECTION EFFORTS HAVE BEEN EXHAUSTED IS CHARGED AGAINST THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS.PALMETTO HEALTH'S ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS FOR SELF-PAY PATIENTS WAS 89.0% AND 88.7% OF SELF-PAY ACCOUNTS RECEIVABLE AT SEPTEMBER 30, 2016 AND 2015, RESPECTIVELY. EFFECTIVE JANUARY 1, 2014, PALMETTO HEALTH CHANGED ITS POLICY OF CHARITY CARE AND UNINSURED DISCOUNT POLICIES TO ALIGN WITH NEW REQUIREMENTS OF THE AFFORDABLE CARE ACT. CHARITY IS NOW LIMITED PRIMARILY TO PATIENTS THAT ARE LESS THAN 100% OF FEDERAL POVERTY GUIDELINES, LIVE IN PALMETTO HEALTH'S PRIMARY SERVICE AREA (RICHLAND, LEXINGTON OR FAIRFIELD COUNTIES), AND WHO ARE NOT ELIGIBLE FOR ANY OTHER COVERAGE INCLUDING THAT OFFERED THROUGH THE HEALTH INSURANCE MARKETPLACE. SELF PAY PATIENTS NOT ELIGIBLE FOR CHARITY CARE ARE PROVIDED A 20% DISCOUNT FROM GROSS CHARGES. EFFECTIVE JANUARY 1, 2016, PALMETTO EXPANDED ITS PRIMARY SERVICE AREA TO INCLUDE SUMTER COUNTY AS A RESULT OF THE FORMATION OF PALMETTO HEALTH TUOMEY. PALMETTO HEALTH DOES NOT MAINTAIN A MATERIAL ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS FROM THIRD-PARTY PAYERS, NOR HAS IT GENERALLY INCURRED SIGNIFICANT WRITE-OFFS FROM THIRD-PARTY PAYERS.
Part III, Line 8: THE AMOUNT WITHIN LINE 7 OF PART III PRESENTS THE SHORTFALL AFTER COMPARING THE NEW REVENUE AND COST OF PATIENTS CLASSIFIED AS MEDICARE WHO WERE NOT INCLUDED WITHIN THE SUBSIDIZED HEALTH SERVICE COMPONENT OF LINE 7G OF PART I. THE $110.8 MILLION SHORTFALL CONSISTS OF THE MEDICARE PATIENTS WHO INCURRED A LOSS AFTER USING DATA FORMULATED WITHIN THE FYE 2016 MEDICARE COST REPORT.
Part III, Line 9b: PRE-REGISTRATION STAFF, ACCESS SERVICES STAFF, AND THE FINANCIAL COUNSELING STAFF ARE PROACTIVE IN EXPLAINING A PATIENT'S FINANCIAL EXPECTATIONS AND THE POTENTIAL FOR ANY HOSPITAL OR STATE AGENCY ASSISTANCE. IN ADDITION TO THE FINANCIAL COUNSELING STAFF, PALMETTO HEALTH UTILIZES ADDITIONAL RESOURCES TO ASSIST PATIENTS. THESE RESOURCES INCLUDE A BUSINESS PARTNER TO REVIEW CASES FOR POTENTIAL MEDICAID AND/OR DISABILITY AND DEPARTMENT OF HEALTH AND HUMAN SERVICES(DHHS) ON-SITE WORKERS. PALMETTO HEALTH ALSO PROVIDES HELPFUL INFORMATION ON FINANCIAL ASSISTANCE IN THE PATIENTS' HANDBOOK AND AS PART OF THE BILLING PROCESS IN BOTH ENGLISH AND SPANISH. THERE ARE SIGNS POSTED AROUND THE CAMPUSES AND INFORMATION ON THE WEBSITE FOR RELATED PROGRAMS AVAILABLE AT PALMETTO HEALTH. POST DISCHARGE, ALL STATEMENTS TO SELF PAY PATIENTS INCLUDE DISCLOSURES THAT PROVIDE INFORMATION ON HOW TO INQUIRE ABOUT POSSIBLE FINANCIAL ASSISTANCE. PATIENTS WHO INQUIRE ABOUT ASSISTANCE WILL BE REFERRED TO THE APPROPRIATE AREA BY THE CUSTOMER SERVICE TEAM. IN ADDITION, PATIENTS WHO DO NOT RESPOND TO INTERNAL COLLECTION EFFORTS ARE REFERRED TO THIRD PARTY COLLECTION AGENCIES WHO CAN REVIEW THE PATIENTS' STATUS FOR FINANCIAL ASSISTANCE AND REFER TO THE HOSPITAL FOR FINAL DETERMINATION.
Part VI, Line 2: PALMETTO HEALTH HAS CONTRIBUTED MORE THAN $53 MILLION DOLLARS TOWARDS COMMUNITY HEALTH OUTREACH INITIATIVES OVER THE PAST NINETEEN YEARS. THESE COMMUNITY OUTREACH PROGRAMS BENEFIT THE COMMUNITY BY OFFERING SERVICES IN AREAS OF NEED AND BY SUPPORTING EXISTING SUCCESSFUL COMMUNITY HEALTH OUTREACH INITIATIVES. IN ORDER TO ASSESS THE NEEDS OF THE COMMUNITIES AND DETERMINE WHAT PALMETTO HEALTH'S COMMUNITY PRIORITIES ARE, PALMETTO HEALTH STUDIES DISEASE SPECIFIC RESEARCH AND STATISTICS FOR NATIONAL, STATE AND COUNTY DATA. PALMETTO HEALTH ALSO USES INPATIENT AND EMERGENCY DEPARTMENT TRENDS DATA AND FOCUS GROUP DATA TO HELP DETERMINE WHAT COMMUNITY PRIORITIES WILL BE. IN ADDITION, PALMETTO HEALTH UTILIZES HEALTHY PEOPLE 2020 (FORMERLY KNOWN AS HEALTHY PEOPLE 2010) OBJECTIVES TO HELP DRIVE THE COMMUNITY NEEDS PROGRAM DESIGN.
Part VI, Line 3: PALMETTO HEALTH STRIVES TO IMPROVE THE WELL BEING OF THE COMMUNITIES IT SERVES. QUALITY SERVICES ARE MADE AVAILABLE TO ALL MEMBERS OF THE COMMUNITY REGARDLESS OF AN ABILITY TO PAY. PALMETTO HEALTH WILL WORK WITH UNDERINSURED PATIENTS TO SEEK FINANCIAL ASSISTANCE OR PORTENTIAL GOVERNMENT BENEFITS.PATIENTS ARE EDUCATED ABOUT THEIR ELIGIBILITY FOR ASSISTANCE UNDER FEDERAL, STATE, OR LOCAL GOVERNMENT PROGRAMS OR UNDER PALMETTO HEALTH'S FINANCIAL ASSISTANCE POLICY(FAP). DURING PRE-REGISTRATION AND REGISTRATION, PATIENTS CAN BE INTERVIEWED BY A FINANCIAL COUNSELOR TO DETERMINE WHETHER THE PATIENT HAS A NEED FOR FINANCIAL ASSISTANCE OR POTENTIAL ELIGIBILITY UNDER GOVERNMENT PROGRAMS. FINANCIAL COUNSELING STAFF REVIEW THE FINANCIAL STATUS OF THE PATIENT TO DETERMINE WHICH PROGRAM(S) THE PATIENT MAY BE ELIGIBLE TO PARTICIPATE. IF IT IS DEEMED THAT A PATIENT MAY BE ELIGIBLE FOR A STATE GOVERNMENT PROGRAM, I.E. MEDICAID, ASSISTANCE WILL BE PROVIDED WITH THE APPLICATION PROCESS IF THERE IS A NEED. PALMETTO HEALTH'S WEBSITE, WWW.PALMETTOHEALTH.ORG, STATES PALMETTO HEALTH WILL WORK WITH UNINSURED PATIENTS TO SEEK FINANCIAL ASSISTANCE OR GOVERNMENT BENEFITS. POST DISCHARGE, PATIENTS EXPRESSING ISSUES WITH BEING UNABLE TO PAY THEIR BILL WILL BE DIRECTED TO FINANCIALCOUNSELORS TO ASSIST IN EDUCATING THE PATIENTS ABOUT THE FINANCIAL ASSISTANCE POLICY(FAP) AND OTHER OPPORTUNITIES FOR PAYMENT ASSISTANCE.
Part VI, Line 4: The primary service area (PSA) for Palmetto Health Richland, Baptist, and Parkridge consists of Richland, Lexington, and Fairfield Counties. There are approximately 713,895 residents who live within the PSA. The median household income of the constituents in Richland, Lexington, and Fairfield Counties are $48,273, $56,519, and $39,058 respectively. The unemployment rate for Richland County is 5.8%, Lexington County is 5.0%, and Fairfield County is 8.3%. The secondary service area (SSA) for Palmetto Health Richland, Baptist, and Parkridge consists of Calhoun, Clarendon, Kershaw, Lee, Newberry, Orangeburg, Saluda and Sumter Counties. There are approximately 385,759 residents who live within the SSA. The median household income for Calhoun County is $44,048, Clarendon County is $32,762, Kershaw County is $44,903, Lee County is $30,883, Newberry County is $42,827, Orangeburg County is $32,099, Saluda County is $40,047, and Sumter County is $43,507. The unemployment rate for the secondary market in Calhoun County is 7.2%, Clarendon County is 7.7%, Kershaw County is 6.1%, Lee County is 8.5%, Newberry County is 5.5%, Orangeburg County is 12.1%, Saluda County is 5.2% and Sumter County is 7.1%.
Part VI, Line 5: Palmetto Health is focusing on multiple innovative initiatives to improve the physical, emotional and spiritual health of all individuals and communities it serves. The goal is to impact individual health status, help create a healthier community and provide quality screening, intervention and education and foster and promote collaboration among various agencies and organizations. In FY 2016, Palmetto Health provided health care services and support to thousands of people in South Carolina. Together with our partners, we are working to improve the overall health of our community. In FY 2016, the Office of Community Health provided 299,539 services to the underinsured, uninsured and medically underserved people in the Midlands, along with the general population. Services were provided to 48,665 people in South Carolina communities.Chronic Disease PreventionThis initiative addresses five cancers: breast, cervical, lung, prostate and colorectal. Through the use of clinics, health fairs, schools, faith-based and civic organizations, free screenings are made available to the community. This initiative also conducts comprehensive screening programs designed to detect and diagnose prediabetes and diabetes at an early stage of development while providing education and programs to those at risk.- There were 5,355 total screenings performed, 115 community and worksite screenings and 110 additional clinic days. - There were 1,898 diabetes screenings services performed for adults at risk for type 2 diabetes.- Of the 1,898 participants screened, 678 were found to have abnormal test results, with 356 diagnosed as prediabetic and 11 as diabetic.- There were 3,457 cancer screenings performed for adults.- There were more than 2,000 people educated about diabetes, nutrition, physical activity and heart disease.- 66 community education sessions were held.- Team members supported 210 Healthy Palmetto weigh-in participants.- Of the adults enrolled in the Diabetes Prevention Program (DPP), 86 percent showed measurable improvement in health indicators including HbA1c, body fat percentage, weight, BMI,blood pressure and waist circumference.- Through screening efforts, four cancers, 18 cervical dysplasias and 26 colon polyps were detected.- Team members managed 169 patients for abnormal findings following cancer screenings.- The Smoking Cessation program provided prescriptions and services to 72 participants.- More than 1,200 students in Richland, Lexington and Fairfield counties were engaged through Trumpeter, an anti-smoking campaign designed for middle and high school students.Community Health ImprovementThis initiative was created to address adolescent health through school, community and faith-based programs for youth and adults in Richland and Lexington counties. South Carolina has experienced significant declines in teen pregnancy for the past six years, in part because of organizations and programs such as Community Health Improvement.- There were zero reported student pregnancies among teen participants.- The Teen Talk program provided instruction for 828 students during 29 weeks.- There were 130,052 youth development services and contacts provided to teens in the Midlands.- Ten community advocates conducted 1,628 Teen Talk sessions in 36 public and private schools in Richland and Lexington counties.- The eleventh annual Teen Health Summit provided teen pregnancy prevention education to 410 students and 80 parents.- Freshman Focus reached 584 college freshmen, increasing knowledge of reproductive health and improving attitudes and behaviors towards contraception.- There were 55 parents reached through ParenTeen, a quarterly program designed to improve parent/child communication.- Through Summer Connections, 1,109 teens received pregnancy prevention education in their community.Palmetto Healthy StartPalmetto Healthy Start (PHS) targets expectant mothers and infants in Lexington and Sumter counties and at-risk moms in Richland County.- The infant mortality rate for Palmetto Healthy Start participants was 0 per 1,000 live births, compared to 14.6 per 1,000 live births among African-Americans in 2015 in the target area.- Enrolled 449 pregnant women in the Palmetto Healthy Start program.- There were 206 infants born during the reporting period.- Provided services to 945 women and 539 infants with 1,859 home visits.- Sponsored two Infant Mortality Awareness (IMA) Walks with 203 attendees.- Distributed more than 2,500 fact sheets and buttons throughout the community on Infant Mortality Awareness Day.- Held childbirth classes for 201 participants and childbirth education to 69 participants through home visits or phone contacts.- The Repeat Pregnancy Prevention and the Male Involvement Initiative provided educational sessions, with 34 participants.- Provided breastfeeding education to 434 women through home visits and telephone calls.- Distributed 76 breast pumps to participants who attended breastfeeding support groups.- Provided oral health services to 460 participants, with 5 affected by periodontitis (1.1 percent).Richland CareThis initiative is a health care delivery system designed to improve access to care and improve health outcomes for low-income, uninsured residents of Richland, Lexington and Fairfield counties. The program opened to Sumter County residents in January 2016.- There were 1,944 first-time enrollees to the Richland Care program.- All-time number of participants reached 27,863 (FY 1998-2016)- There were 1,754 referrals for specialty care services (e.g., ophthalmology, gastroenterology and surgery services)- Participants received more than $1.66 million in specialty services.- Participants receiving disease management services for diabetes had an average decrease of 24 percent in HbA1c readings
PART VI, LINE 5, CONTINUATION: Community PartnersPalmetto Health funds many initiatives designed to improve community health. The Community Health Committee, a sub-group of the Palmetto Health Board of Directors, approves the funded initiatives.- Through a partnership with the United Way, Community Partners of the Midlands provided services to 2,450 patients, including comprehensive dental services for uninsured, low-income, children, adults and pregnant women.- There were 285 emergency dental services given to 178 Richland and Lexington county residents through the Midlands Dental Initiative (provided by Palmetto Health and Lexington Medical Center).- Midlands Eye Care Clinic provided 440 pairs of eyeglasses and saw 467 patients during 41 clinic days.- Project Breathe Easy, a six-month asthma education program, provided services to 83 children and their families, resulted in a 66.67 percent reduction in asthma-related emergency room visits/hospitalizations, and missed school days.- With the use of GoNoodle, a community youth-health literacy collaborative in Richland County, more than 34,000 students were engaged monthly, resulting in 15.2 million minutes of physical activities. The program is available to all Richland County schools with 1,4008 monthly-active teachers using GoNoodle activities.- Through a partnership with James R. Clark Memorial Sickle Cell Foundation, Palmetto Health provided funding for 5,174 hours of case management and 2,587 in-home visits, disease monitoring services, patient education and resource referrals to patients living with sickle cell disease in Richland, Lexington, and Fairfield counties.- The Ambulatory Care Transition Team, in partnership with the Columbia Housing Authority, conducted 785 home visits, 984 blood pressure screenings and had more than 120 social work encounters. The team worked with residents to identify health concerns or medical diagnoses through health and wellness education, health fairs, health care case management and health screenings.- There were 249 adolescents (age 13-21) from Richland, Lexington and Fairfield counties who participated in Project READY (Realistic Education about Dying Young) through five-hour hospital sessions at the Palmetto Health Richland Trauma Center.- Palmetto Project's Carolina Hearing Aid Bank provided 32 free hearing aids to 17 uninsured adults from Richland and Fairfield counties.- There were 13,871 middle and high school students participating in 666 youth-focused education sessions for the Sexual Trauma Services of the Midland's Youth Violence Prevention Program.- Silver Ring Thing, a high-energy program designed to promote abstinence until marriage through an intense live concert, served 740 adults and youth in Richland and Lexington counties.The South Carolina Campaign to prevent teen pregnancy reached 1,621 professionals, parents and teens via training, technical assistance, outreach events and the annual Summer Institute.- PASOs ("steps" in Spanish), a healthy family planning and health care navigation program for the Hispanic/Latino community of Richland County, provided services for 1,300 participants through the pathways model.- A partnership with FoodShare, providing fresh produce to 951 INDIVIDUALS.- Through a Palmetto Health partnership, Mental Illness Recovery Center, Inc. (MIRCI) served 321 clients including families and children. The Good Samaritan Clinic provided services to 1,606 patients within the Latino community through a partnership with Palmetto Health.
Part VI, Line 7, List of States Receiving Community Benefit Report: SC
Schedule H (Form 990) 2015
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," 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
PALMETTO HEALTH
 
Employer identification number
58-2296052
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) American Heart Association
190 Knox Abbott Drive Suite 301
Cayce,SC29033
13-5613797   10,000     501(c)(3) Sponsorship
(2) Central SC Alliance
1201 Main Street Suite 100
Columbia,SC29201
57-1003750   10,000     501(c)(3) Sponsorship
(3) City Center Partnership
1201 Main Street Suite 150
Columbia,SC29201
57-1116130   60,500     501(c)(3) General Purpose
(4) Columbia Urban League
1400 Barnwell St
Columbia,SC29201
57-0482767   6,500     501(c)(3) Sponsorship
(5) Cooperative Ministry
3821 W Beltline Blvd
Columbia,SC29204
57-0825025   422,000     501(c)(3) Emergency Assistance
(6) Eau Claire Cooperative Hlth Ct
1228 Harden Street
Columbia,SC29204
57-0965445   200,000     501(c)(3) Indigent Healthcare
(7) Family Connection
1800 St Julian Place 104
Columbia,SC29204
57-0901467   15,000     501(c)(3) Family Services
(8) Free Medical Clinic -- Columbia
1875 HARDEN ST
Columbia,SC29204
57-0779279   50,000     501(c)(3) Indigent Healthcare
(9) Greater Chapin Chamber of Commerce
302 Columbia Ave
Chapin,SC29036
57-0936258   5,500     501(c)(3) Sponsorship
(10) Greater Columbia Chamber of Commerce
930 Richland Street
Columbia,SC29201
57-0144900   27,655     501(c)(6) Sponsorship
(11) Greater Irmo Chamber of Commerce
1235 COLUMBIA AVE
COLUMbia,SC29063
57-0669817   5,195     501(c)(6) Sponsorship
(12) HealthTeacher Inc
209 10th Ave Suite 350
Nashville,TN37203
20-3456491   80,608     501(c)(3) Sponsorship
(13) Lexington Chamber of Commerce
311 W MAIN ST
Lexington,SC29072
57-0388041   10,000     501(c)(6) Sponsorship
(14) March Of Dimes
240 Stoneridge Dr
Columbia,SC29210
13-1846366   8,000     501(c)(3) Sponsorship
(15) Mental Illness Recovery Center
3809 Rosewood Dr
Columbia,SC29205
57-0984185   304,539     501(c)(3) Homeless Housing
(16) Midlands Educ and Business Alliance
1066 12TH ST
CAYce,SC29033
20-0350584   10,000     501(c)(3) Sponsorship
(17) Richland County School District One
1616 Richland Street
Columbia,SC29201
57-6000243   12,250     GOVERNMENT Teen Pregancy Prevention
(18) SC Campaign To Prevent Tn Preg
1331 Elmwood Avenue Suite 140
Columbia,SC29201
57-0897120   20,000     501(c)(3) Sponsorship
(19) SC Chamber of Commerce
1301 Gervais St
Columbia,SC29201
57-0219655   8,000     501(c)(6) HIV Testing & Prevention
(20) SC Research Foundation
901 Sumter St Suite 501
Columbia,SC29208
57-0967350   49,960     501(c)(3) Child Health
(21) SCHIV Aids
1813 LAUREL ST
Columbia,SC29201
57-0994526   16,640     501(c)(3) Crisis Intervention
(22) Sexual Trauma Services
3830 FOREST DRIVE
Columbia,SC29204
57-0763120   26,250     501(c)(3) General Purpose
(23) Silver Ring Thing
238 Moon Clinton Rd STE 9
Moon Township,PA15108
36-4550882   10,000     501(c)(3) Indigent Healthcare
(24) The Good Samaritan Clinic
1316 LEAPHART ST
Columbia,SC29169
57-1109766   18,750     501(c)(3) General Purpose
(25) United Way of The Midlands
1818 BLANDING ST
Columbia,SC29201
57-0314396   371,300     501(c)(3) General Purpose
(26) USC Educational Foundation
1600 Hampton St Suite 736N
Columbia,SC29208
57-6017985   305,500     501(c)(3) Sponsorship
(27) YMCA of Columbia
1447 HAMPTON ST
Columbia,SC29201
57-0314423   300,000     501(c)(3) Sponsorship
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
23
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
4
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 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) ELIZABETH H. MCCULLOGH HIGH POTENTIAL EMPLOYEE SCHOLARSHIP 15 110,000      
(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
Part I, Line 2: PALMETTO HEALTH PROVIDES FUNDING TO A NUMBER OF NON-PROFIT ORGANIZATIONS TO EXPAND SERVICES IN OUR COMMUNITY. ORGANIZATIONS THAT RECEIVE Funding MUST SUBMIT MONTHLY REPORTS THAT DETAIL THE SCOPE AND TYPE OF SERVICES PROVIDED TO PATIENTS/CLIENTS EACH MONTH. ORGANIZATIONS RECEIVE QUARTERLY PAYMENTS IF MONTHLY REPORTS ARE RECEIVED IN A TIMELY MANNER AND IF ALL CONDITIONS OF THE AGREEMENT WITH PALMETTO HEALTH ARE MET. IN ADDITION, ACCORDING TO THE AGREEMENT PALMETTO HEALTH RESERVES THE RIGHT TO PERFORM A FINANCIAL AUDIT REGARDING THE USE OF FUNDING DOLLARS PROVIDED TO THE ORGANIZATION. PALMETTO HEALTH WILL ALERT THE ORGANIZATION OF THE AUDIT 10 BUSINESS DAYS BEFORE SUCH AUDIT OCCURS. ADDITIONALLY, THE ORGANIZATION MAKES CHARITABLE DONATIONS TO OTHER ORGANIZATIONS IN OUR COMMUNITY THAT ARE CONSISTENT WITH OUR MISSION.
Schedule I (Form 990) 2015



Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" 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
PALMETTO HEALTH
 
Employer identification number

58-2296052
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
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed 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
1William C Gerard MDDirector (i)

(ii)
229,945
-------------
0
0
-------------
0
16,117
-------------
0
0
-------------
0
0
-------------
0
246,062
-------------
0
0
-------------
0
2Charles D Beaman JRCEO (i)

(ii)
947,156
-------------
0
378,295
-------------
0
14,629
-------------
0
12,985
-------------
0
26,506
-------------
0
1,379,571
-------------
0
0
-------------
0
3John J SingerlingPresident (i)

(ii)
600,812
-------------
0
90,350
-------------
0
1,401
-------------
0
151,994
-------------
0
26,506
-------------
0
871,063
-------------
0
0
-------------
0
4Paul K DuaneChief Financial Officer (i)

(ii)
473,974
-------------
0
75,396
-------------
0
11,057
-------------
0
150,994
-------------
0
27,249
-------------
0
738,670
-------------
0
0
-------------
0
5James I RaymondChief Medical & Academic Officer (i)

(ii)
477,135
-------------
0
114,840
-------------
0
1,603
-------------
0
11,317
-------------
0
23,509
-------------
0
628,404
-------------
0
0
-------------
0
6Howard P WestGeneral Counsel (i)

(ii)
344,202
-------------
0
88,299
-------------
0
1,508
-------------
0
12,985
-------------
0
33,669
-------------
0
480,663
-------------
0
0
-------------
0
7Michelle E EdwardsChief Information Officer (i)

(ii)
333,069
-------------
0
50,327
-------------
0
61,230
-------------
0
122,385
-------------
0
15,633
-------------
0
582,644
-------------
0
0
-------------
0
8Benjamin M CunninghamSYSTEM VP FINANCE (i)

(ii)
229,543
-------------
0
21,073
-------------
0
29,403
-------------
0
10,878
-------------
0
24,897
-------------
0
315,794
-------------
0
0
-------------
0
9James E LathrenCOO ACUTE CARE SERVICES (i)

(ii)
360,801
-------------
0
44,982
-------------
0
10,471
-------------
0
11,397
-------------
0
21,504
-------------
0
449,155
-------------
0
0
-------------
0
10BARRY G FELDMANPHYSICIAN (i)

(ii)
922,417
-------------
0
130,655
-------------
0
4,283
-------------
0
12,985
-------------
0
26,029
-------------
0
1,096,369
-------------
0
0
-------------
0
11Jeffrey T EhrethPHYSICIAN (i)

(ii)
631,175
-------------
0
355,014
-------------
0
3,280
-------------
0
11,130
-------------
0
21,980
-------------
0
1,022,579
-------------
0
0
-------------
0
12Harris H Parker IIIPHYSICIAN (i)

(ii)
591,723
-------------
0
403,622
-------------
0
1,140
-------------
0
11,130
-------------
0
31,234
-------------
0
1,038,849
-------------
0
0
-------------
0
13FRANCIS GOLDSTEINPHYSICIAN (i)

(ii)
792,332
-------------
0
210,642
-------------
0
16,605
-------------
0
12,985
-------------
0
1,654
-------------
0
1,034,218
-------------
0
0
-------------
0
14MATTHEW G CANTRELLPHYSICIAN (i)

(ii)
834,057
-------------
0
222,177
-------------
0
1,272
-------------
0
9,275
-------------
0
12,201
-------------
0
1,078,982
-------------
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
Part I, Line 4b THE FOLLOWING INDIVIDUALS PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: NAME: ACCRUAL AMOUNTS: PAUL K. DUANE $139,400 MICHELLE E. EDWARDS $109,400 JOHN J. SINGERLING $140,400 PALMETTO HEALTH PROVIDES A SUPPLEMENTAL RETIREMENT BENEFIT TO SENIOR EXECUTIVES THAT IS CONTINGENT ON THEM REMAINING AT PALMETTO HEALTH UNTIL RETIREMENT. THE ACCRUAL AMOUNTS ABOVE REFLECT THE CHANGE IN THE ACTUARIAL VALUE DURING THE YEAR AND ARE IMPACTED BY VARIOUS FACTORS, INCLUDING THE AGE OF THE PARTICIPANT AND CHANGES IN INTEREST RATES. THE PARTICIPANTS BECOME ELIGIBLE TO RECEIVE BENEFIT PAYMENTS IN THE MONTH COINCIDING WITH THE LATER OF THEIR RESPECTIVE 62ND OR 65TH BIRTHDAYS, DEPENDENT UPON THE PARTICIPANT, OR 36 MONTHS OF PARTICIPATION. SPLIT-DOLLAR LIFE INSURANCE PARTICIPANTS ARE CHARLES D. BEAMAN, JR. AND JOHN J. SINGERLING. THE ORGANIZATION DEPOSITED FUNDS INTO LIFE INSURANCE POLICIES ON THE PARTICIPANT'S LIFE. DURING LIFE, AND SUBJECT TO THE POLICIES GENERATING SUFFICIENT VALUES, THE PARTICIPANT CAN BORROW FROM ONE OF THE POLICIES. THE BORROWING IS MONITORED AND LIMITED SO THE POLICIES DO NOT LAPSE. AT THE PARTICIPANT'S DEATH, THE ORGANIZATION RECOVERS ITS PREMIUMS PLUS INTEREST PLUS ADDITIONAL KEY-PERSON INSURANCE PROCEEDS.
Schedule J (Form 990) 2015
Additional Data


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

SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
PALMETTO HEALTH
 
Employer identification number
58-2296052
Part I
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A SOUTH CAROLINA JOBS - ECONOMIC DEVELOPMENT AUTHORITY
 
57-0960018 83703EJCO 12-15-2005 257,150,000 REFUND OF 8-28-2003 BONDS   X   X   X
B SOUTH CAROLINA JOBS - ECONOMIC DEVELOPMENT AUTHORITY
 
57-0960018 83703FAX0 03-15-2007 120,000,000 CONSTRUCTION & EQUIPMENT FOR HEALTH FACILITY   X   X   X
C SOUTH CAROLINA JOBS - ECONOMIC DEVELOPMENT AUTHORITY
 
57-0960018 83703FDG4 09-23-2009 125,300,879 SEE PART VI   X   X   X
D SOUTH CAROLINA JOBS - ECONOMIC DEVELOPMENT AUTHORITY
 
57-0960018   12-21-2010 215,000,000 CONSTRUCTION & EQUIPMENT FOR HEALTH FACILITY   X   X   X
SOUTH CAROLINA JOBS - ECONOMIC DEVELOPMENT AUTHORITY
 
57-0960018 83703FEL2 05-11-2011 93,905,983 REFUND OF 6-12-2008 BONDS X     X   X
SOUTH CAROLINA JOBS - ECONOMIC DEVELOPMENT AUTHORITY
 
57-0960018 8370303FH 08-13-2013 142,615,470 SEE PART VI   X   X   X
sOUTH CAROLINA JOBS - ECONOMIC DEVELOPMENT AUTHORITY
 
57-0960018   12-10-2014 18,085,000 REFUND OF 2009 BONDS X     X   X
sOUTH CAROLINA JOBS - ECONOMIC DEVELOPMENT AUTHORITY
 
57-0960018 83703FHQ8 04-28-2016 120,000,000 CONSTRUCTION & EQUIPMENT AND PAY OFF LOAN FOR PURCHASE OF TUOMEY   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired .................. 70,050,000 50,890,000 37,885,000 5,790,000
2 Amount of bonds legally defeased ..............   68,523,259 18,085,000  
3 Total proceeds of issue .................. 257,150,000 120,000,000 125,300,879 215,000,000
4 Gross proceeds in reserve funds ............. 17,593,780   11,367,787  
5 Capitalized interest from proceeds .............   9,572,106    
6 Proceeds in refunding escrows ............... 242,169,011 139,768,096 77,047,618  
7 Issuance costs from proceeds ............... 2,536,419 1,208,861 2,228,307 690,000
8 Credit enhancement from proceeds ............. 12,444,570      
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds .............   115,613,320 26,253,150 214,310,000
11 Other spent proceeds .............     8,867,576 62,931,022
12 Other unspent proceeds .............       33,011,191
13 Year of substantial completion ............. 2009 2011
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? ....   X   X X     X
15 Were the bonds issued as part of an advance refunding issue? ..... X     X   X   X
16 Has the final allocation of proceeds been made? .......... X     X   X   X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2015

Schedule K (Form 990) 2015
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?   X   X   X X  
c Are there any research agreements that may result in private business use of bond-financed property? ............. X   X   X   X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? X   X   X     X
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet       0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet 0.150 % 0.270 % 0.240 % 0.280 %
6 Total of lines 4 and 5 ............. 0.150 % 0.270 % 0.240 % 0.280 %
7 Does the bond issue meet the private security or payment test? ... X   X   X   X  
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........
X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X   X
b Exception to rebate? ........   X   X   X   X
c No rebate due? ......... X   X     X   X
If "Yes" to line 2c, provide in Part VI the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X   X     X X  
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue? X   X     X   X
b Name of provider .......... MERRILL LYNCH
 
MERRILL LYNCH
 
 
 
 
 
c Term of hedge ......... 780.0000000000 % 3250.0000000000 %    
d Was the hedge superintegrated? ......   X   X        
e Was the hedge terminated? ........   X   X        
Schedule K (Form 990) 2015

Schedule K (Form 990) 2015
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
Date Rebate Computation Performed Issuer Name: SOUTH CAROLINA JOBS - ECONOMIC DEVELOPMENT AUTHORITY Date the Rebate Computation was Performed: 12/01/2015
PART I, 2ND GROUP, ROW A, COLUMN F - DESCRIPTION OF PURPOSE REFUND OF 8-28-2003 BONDS AND CONSTRUCTION AND EQUIPMENT FOR HEALTH FACILITIES.
PART I, 2ND GROUP, ROW D, COLUMN F - DESCRIPTION OF PURPOSE REFUND OF 3-15-2007 BONDS AND 8-28-2003 BONDS.
Schedule K (Form 990) 2015

Additional Data


Software ID:  
Software Version:  

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

SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
PALMETTO HEALTH
 
Employer identification number
58-2296052
Part I
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A SOUTH CAROLINA JOBS - ECONOMIC DEVELOPMENT AUTHORITY
 
57-0960018 83703EJCO 12-15-2005 257,150,000 REFUND OF 8-28-2003 BONDS   X   X   X
B SOUTH CAROLINA JOBS - ECONOMIC DEVELOPMENT AUTHORITY
 
57-0960018 83703FAX0 03-15-2007 120,000,000 CONSTRUCTION & EQUIPMENT FOR HEALTH FACILITY   X   X   X
C SOUTH CAROLINA JOBS - ECONOMIC DEVELOPMENT AUTHORITY
 
57-0960018 83703FDG4 09-23-2009 125,300,879 SEE PART VI   X   X   X
D SOUTH CAROLINA JOBS - ECONOMIC DEVELOPMENT AUTHORITY
 
57-0960018   12-21-2010 215,000,000 CONSTRUCTION & EQUIPMENT FOR HEALTH FACILITY   X   X   X
SOUTH CAROLINA JOBS - ECONOMIC DEVELOPMENT AUTHORITY
 
57-0960018 83703FEL2 05-11-2011 93,905,983 REFUND OF 6-12-2008 BONDS X     X   X
SOUTH CAROLINA JOBS - ECONOMIC DEVELOPMENT AUTHORITY
 
57-0960018 8370303FH 08-13-2013 142,615,470 SEE PART VI   X   X   X
sOUTH CAROLINA JOBS - ECONOMIC DEVELOPMENT AUTHORITY
 
57-0960018   12-10-2014 18,085,000 REFUND OF 2009 BONDS X     X   X
sOUTH CAROLINA JOBS - ECONOMIC DEVELOPMENT AUTHORITY
 
57-0960018 83703FHQ8 04-28-2016 120,000,000 CONSTRUCTION & EQUIPMENT AND PAY OFF LOAN FOR PURCHASE OF TUOMEY   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired .................. 70,050,000 50,890,000 37,885,000 5,790,000
2 Amount of bonds legally defeased ..............   68,523,259 18,085,000  
3 Total proceeds of issue .................. 257,150,000 120,000,000 125,300,879 215,000,000
4 Gross proceeds in reserve funds ............. 17,593,780   11,367,787  
5 Capitalized interest from proceeds .............   9,572,106    
6 Proceeds in refunding escrows ............... 242,169,011 139,768,096 77,047,618  
7 Issuance costs from proceeds ............... 2,536,419 1,208,861 2,228,307 690,000
8 Credit enhancement from proceeds ............. 12,444,570      
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds .............   115,613,320 26,253,150 214,310,000
11 Other spent proceeds .............     8,867,576 62,931,022
12 Other unspent proceeds .............       33,011,191
13 Year of substantial completion ............. 2009 2011
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? ....   X   X X     X
15 Were the bonds issued as part of an advance refunding issue? ..... X     X   X   X
16 Has the final allocation of proceeds been made? .......... X     X   X   X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2015

Schedule K (Form 990) 2015
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?   X   X   X X  
c Are there any research agreements that may result in private business use of bond-financed property? ............. X   X   X   X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? X   X   X     X
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet       0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet 0.150 % 0.270 % 0.240 % 0.280 %
6 Total of lines 4 and 5 ............. 0.150 % 0.270 % 0.240 % 0.280 %
7 Does the bond issue meet the private security or payment test? ... X   X   X   X  
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........
X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X   X
b Exception to rebate? ........   X   X   X   X
c No rebate due? ......... X   X     X   X
If "Yes" to line 2c, provide in Part VI the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X   X     X X  
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue? X   X     X   X
b Name of provider .......... MERRILL LYNCH
 
MERRILL LYNCH
 
 
 
 
 
c Term of hedge ......... 780.0000000000 % 3250.0000000000 %    
d Was the hedge superintegrated? ......   X   X        
e Was the hedge terminated? ........   X   X        
Schedule K (Form 990) 2015

Schedule K (Form 990) 2015
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
Date Rebate Computation Performed Issuer Name: SOUTH CAROLINA JOBS - ECONOMIC DEVELOPMENT AUTHORITY Date the Rebate Computation was Performed: 12/01/2015
PART I, 2ND GROUP, ROW A, COLUMN F - DESCRIPTION OF PURPOSE REFUND OF 8-28-2003 BONDS AND CONSTRUCTION AND EQUIPMENT FOR HEALTH FACILITIES.
PART I, 2ND GROUP, ROW D, COLUMN F - DESCRIPTION OF PURPOSE REFUND OF 3-15-2007 BONDS AND 8-28-2003 BONDS.
Schedule K (Form 990) 2015

Additional Data


Software ID:  
Software Version:  

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
PALMETTO HEALTH
 
Employer identification number

58-2296052
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
(1) CHARLES D BEAMAN JR OFFICER SPLIT DOLLAR LIFE INSURANCE   X 2,834,477 2,467,516   No Yes   Yes  
(2) JOHN J SINGERLING OFFICER SPLIT DOLLAR LIFE INSURANCE   X 5,706,161 4,737,548   No Yes   Yes  
Total ...............Small Bullet $ 7,205,064
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) BROOKE A EDWARDS FAMILY RELATIONSHIP WITH KEY EMPLOYEE 25,838 COMPENSATED AS EMPLOYEE   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2015


Additional Data


Software ID:  
Software Version:  




SCHEDULE O
(Form 990 or 990-EZ)

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

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
PALMETTO HEALTH
 
Employer identification number

58-2296052
Return Reference Explanation
Form 990, Part VI, Section A, line 4 THE BYLAWS WERE UPDATED TO : 1. INCREASE THE NUMBER OF BOARD MEMBERS FROM 16 TO 19. 2. ADD ANOTHER MEMBER - THE CLASS T MEMBER.
Form 990, Part VI, Section A, line 6 PALMETTO HEALTH HAS THREE MEMBERS: RICHLAND MEMORIAL HOSPITAL (CLASS R MEMBER), BAPTIST HEALTHCARE SYSTEM OF SC, INC. (CLASS B MEMBER), AND TUOMEY (CLASS T MEMBER).
Form 990, Part VI, Section A, line 7a THE CLASS R MEMBER AND THE CLASS B MEMBER NOMINATE AND ELECT SIX DIRECTORS EACH TO THE PALMETTO HEALTH BOARD OF DIRECTORS. THE CLASS T MEMBER ELECTS THREE DIRECTORS. THOSE FIFTEEN DIRECTORS AND THE CEO NOMINATE AND ELECT AN ADDITIONAL THREE MEMBERS. THESE 18 DIRECTORS IN ADDITION TO THE CEO MAKE UP THE 19 TOTAL VOTING MEMBERS OF THE BOARD.
Form 990, Part VI, Section A, line 7b THE CLASS R AND THE CLASS B MEMBER HAVE "RESERVED POWERS." THESE POWERS INCLUDE (QUOTED DIRECTLY FROM PALMETTO HEALTH BYLAWS): "(I) ANY CHANGE IN THE BOARD THAT WOULD RESULT IN THOSE DIRECTORS SELECTED BY THE CLASS R AND THE CLASS B MEMBERS COMPRISING, ON A COMBINED BASIS, LESS THAN A MAJORITY OF THE TOTAL NUMBER OF DIRECTORS; (II) ANY CHANGE THAT WOULD RESULT IN THE CLASS R MEMBER HAVING THE RIGHT TO ELECT A DIFFERENT NUMBER OF DIRECTORS THAN THE CLASS B MEMBER; (III) ANY CHANGE IN A MEMBER'S RIGHTS REGARDING THE ELECTION OR REMOVAL OF DIRECTORS; (IV) APPROVAL OF ANY AMENDMENT TO, OR REPEAL OF, THE ARTICLES OF INCORPORATION OF THE CORPORATION (THE "ARTICLES"); (V)APPROVAL OF ANY MERGER, CONSOLIDATION, SALE, OR LEASE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION; (VI) APPROVAL OF THE DISSOLUTION OF THE CORPORATION; (VII) APPROVAL OF THE ADDITION OF A MEMBER; (VIII) ANY CHANGE IN PROVISIONS OF THE MEMBERS' PRE-INCORPORATION AND JOINT OPERATING AGREEMENT (THE "JOINT OPERATING AGREEMENT") OR THESE BYLAWS THAT REQUIRE THAT IF THE CHAIR IS ELECTED FROM AMONG THE RICHLAND DIRECTORS, THE VICE CHAIR MUST BE ELECTED FROM AMONG THE BAPTIST DIRECTORS AND VICE VERSA; (IX) ANY CHANGE IN PROVISIONS OF THE JOINT OPERATING AGREEMENT OR THESE BYLAWS REGARDING THE DUTIES OR COMPOSITION REQUIREMENTS OF THE EXECUTIVE MANAGEMENT COMMITTEE OF THE BOARD; (X) ANY OF THE BOARD ACTIONS DESCRIBED IN SECTION 3.14.2.7, BELOW, REGARDING PALMETTO HEALTH BAPTIST EASLEY; (XI) ANY CHANGE IN THE MISSION STATEMENT; (XII) APPROVAL OF THE STRATEGIC PLAN OF THE CORPORATION OR ANY MATERIAL MODIFICATION THERETO; AND (XIII) ANY AMENDMENT OR REPEAL OF THESE BYLAWS THAT WOULD AFFECT ANY AUTHORITY OR PRIVILEGE OF A MEMBER AS DESCRIBED ABOVE." FURTHER EXPLANATION FOR ITEM (X): APPROVAL OF A MERGER, CONSOLIDATION, SALE, OR LEASE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF PALMETTO HEALTH BAPTIST EASLEY ("PHBE"), APPROVAL OF THE CONVERSION OF PHBE TO PRIMARILY AN OUTPATIENT FACILITY, OR APPROVAL OF THE DISCONTINUATION OF OPERATION OF PHBE.
Form 990, Part VI, Section B, line 11 PALMETTO HEALTH'S FORM 990 WAS REVIEWED IN DETAIL BY THE DIRECTOR OF ACCOUNTING AND SYSTEM VICE PRESIDENT OF FINANCE. THE FORM WAS DISCUSSED AND REVIEWED IN DETAIL BY OUTSIDE TAX ADVISORS. THE 990 WAS PROVIDED TO PALMETTO HEALTH'S BOARD OF DIRECTORS AND EACH MEMBER WAS ALLOWED AMPLE TIME FOR REVIEW AND TO MAKE INQUIRIES BEFORE FILING WITH THE IRS.
Form 990, Part VI, Section B, line 12c EACH MEMBER OF THE BOARD OF DIRECTORS SHALL COMPLETE AN ANNUAL ACKNOWLEDGEMENT STATEMENT THAT EACH OF THEM (A) HAS RECEIVED A COPY OF THE RULES OF CONDUCTED (CONFLICTS OF INTEREST POLICY), (B) HAS READ AND UNDERSTANDS THE POLICY, (C) AGREES TO COMPLY WITH THE POLICY, (D) UNDERSTANDS THAT THE POLICY APPLIES TO ALL COMMITTEES, AND (E) UNDERSTANDS THAT THE ORGANIZATION IS A CHARITABLE ORGANIZATION AND MUST CONTINUOUSLY ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. THESE ACKNOWLEDGEMENT STATEMENTS ARE RETURED TO THE AUDIT, COMPLIANCE, AND FINANCE COMMITTEE FOR REVIEW AND FOLLOW-UP AS APPROPRIATE. THE CHAIR OF THE AUDIT COMPLIANCE AND FINANCE COMMITTEE REPORTS TO THE FULL BOARD THAT THE ABOVE-REFERENCED PROCESS HAS BEEN COMPLETED. UPON HIRE, EACH EMPLOYEE IS EDUCATED ON PALMETTO HEALTH'S POTENTIAL CONFLICTS OF INTEREST POLICY AND IS ASKED TO DOCUMENT ANY RELATIONSHIPS THAT MAY CREATE A POTENTIAL CONFLICT OF INTEREST ON A FORM THAT IS REVIEWED BY CORPORATE COMPLIANCE AND RETAINED IN THE EMPLOYEE'S HUMAN RESOURCES FILE. ANNUALLY, THE POLICY IS REVIEWED VIA COMPUTER-BASED TRAINING THAT IS MANDATORY FOR ALL EMPLOYEES. SITUATIONS THAT ARE BELIEVED TO BE ACTUAL CONFLICTS ARE ADDRESSED BY CORPORATE COMPLIANCE, DEPARTMENT MANAGEMENT AND SENIOR LEADERSHIP AS NECESSARY.
Form 990, Part VI, Section B, line 15 Palmetto Health's executive compensation committee (the "committee"), composed of members of the board of directors who are disinterested in and independent from the persons compensated, oversees Palmetto Health's executive compensation and benefits programs. The committee annually receives a report from its independent executive compensation consultants on the executive compensation program, including third-party comparability date for functionally-similar positions at similarly-situated organizations (the "compensation review"). Last completed in September of 2016, the salary review includes market analyses for base salaries, total cash compensation and benefits and aggregate total compensation values for the Chief Executive Officer and other positions. In support of the qualification for the rebuttable presumption of reasonableness, the committee reviews and approves the CEO's compensation as well as the CEO's recommendations for compensation paid to other positions, based on the board-approved compensation philosophy and the compensation review, and the decision is documented in meeting minutes. In addition, the committee reviews the information in the compensation review relating to aggregate total compensation paid to the other positions.
Form 990, Part VI, Section C, line 19 THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS ARE PUBLISHED ANNUALLY AND QUARTERLY FINANCIAL INFORMATION INFORMATION IS AVAILABLE TO THE PUBLIC AT WWW.DACBOND.COM
Form 990, Part XI, line 9: OTHER CHANGES IN NET ASSETS -158,849,521. UNREALIZED CHANGES ON DERIVATIVES -27,981,770. NET ADJUSTMENT FOR DEFINED BENEFIT 5,372,409. CHANGE IN FOUNDATION INTEREST 1,389,851.
FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
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:  
Software Version:  
SCHEDULE R
(Form 990)

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

OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
PALMETTO HEALTH
 
Employer identification number

58-2296052
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) PALMETTO HEALTH QUALITY COLLABORATIVE LLC
1301 TAYLOR STREET STE 9A
COLUMBIA,SC29210
27-3029587
ACO SC 0 5,770,103 PALMETTO HEALTH
 
(2) PARKRIDGE SURGERY CENTER LLC
190 PARKRIDGE DRIVE STE 108
COLUMBIA,SC29212
37-1470219
HEALTHCARE SC 2,281,472 380,505 PALMETTO HEALTH
 








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)PALMETTO HEALTH FOUNDATION
1600 MARION STREET

COLUMBIA,SC29202
57-0725699
SUPPORTS HOSPITAL SC 501(C)(3) Line 11c, III-FI N/A
 
No
(2)PALMETTO RICHLAND MEMORIAL AUXILIARY
5 RICHLAND MEDICAL PARK DRIVE

COLUMBIA,SC29203
57-0645678
SUPPORTS HOSPITAL SC 501(C)(3) Line 11b, II N/A
 
No
(3)RICHLAND MEMORIAL HOSPITAL RESEARCH AND EDUCATION FOUNDATION
293 GREYSTONE BLVD 2ND FLOOR

COLUMBIA,SC29210
23-7010028
SUPPORTS HOSPITAL SC 501(C)(3) Line 11c, III-FI N/A
 
No
(4)PALMETTO HEALTH-UNIVERSITY OF SOUTH CAROLINA MEDICAL GROUP
4 MEDICAL PARK RD

COLUMBIA,SC29203
47-1345819
RESEARCH COLLABORATION SC 501(C)(3) Line 9 N/A
 
No
(5)PALMETTO HEALTH TUOMEY
129 NORTH WASHINGTON STREET

SUMTER,SC29150
47-4914917
HOSPITAL SC 501(C)(3) Line 3 PALMETTO HEALTH
 
 
No
(6)THE TUOMEY FOUNDATION
102 N MAIN STREET

SUMTER,SC29150
57-1041691
SUPPORTS HOSPITAL SC 501(C)(3) Line 11c, III-FI N/A
 
No


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) RADIATION ONCOLOGY

7 RICHLAND MEDICAL PARK ROAD
COLUMBIA,SC29203
36-4542465
HEALTHCARE SC N/A
RELATED 788,855 2,156,495   No     No 51.000 %
(2) CAROLINA HOME THERAPEUTICS

1528 UNION ROAD
GASTONIA,NC28054
57-0880120
HEALTHCARE CA N/A
RELATED 1,866,286 2,224,228   No   Yes   49.000 %
(3) EASLEY MRI LLC

PO BOX 2129
EASLEY,SC29641
57-1131117
HEALTHCARE SC N/A
RELATED       No   Yes   50.000 %








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

293 GREYSTONE BLVD
COLUMBIA,SC29210
57-0938686
HEALTHCARE SC PALMETTO HEALTH
 
C 1,898,337 4,589,636 100.000 % Yes  
(2) PHYSICIAN PRACTICE SERVICES INC

293 GREYSTONE BLVD
COLUMBIA,SC29210
57-1013538
INACTIVE SC HEALTHSOURCE
 
C   633,060 100.000 % Yes  
(3) HOME CARE RESOURCES INC

293 GREYSTONE BLVD
COLUMBIA,SC29210
57-0938656
INACTIVE SC HEALTHSOURCE
 
C 30 457,964 100.000 % Yes  
(4) PREMIER PRACTICE MANAGEMENT CAROLINAS

293 GREYSTONE BLVD
COLUMBIA,SC29210
36-4366595
HEALTHCARE SC PALMETTO HEALTH
 
S -2,021 688,944 100.000 % 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
Yes
 
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
Yes
 
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
Yes
 
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) RADIATION ONCOLOGY

A 137,569  





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:  
Software Version: