TY 2020 Form 990

(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)	(E) Reportable compensation from related organizations (W-2/1099-MISC)
(1) John Fox...................................................................... President & CEO	2.00 ................. 58.00	X	X	4,929,542	0	1,492,503
(2) David Wood MD...................................................................... Director	2.00 ................. 62.00	X		1,246,058	0	403,515
(3) Harris Mainster DO...................................................................... Director	2.00 ................. 8.00	X		0	96,486	0
(4) John Nemes...................................................................... Secretary / Treasurer	2.00 ................. 8.00	X	X	0	0	0
(5) Christopher Blake...................................................................... Director	2.00 ................. 8.00	X		0	0	0
(6) Geoffrey Hockman...................................................................... Director	2.00 ................. 10.00	X		0	0	0
(7) Gerson Cooper...................................................................... Director	2.00 ................. 8.00	X		0	0	0
(8) John Lewis...................................................................... Chairman	2.00 ................. 8.00	X		0	0	0
(9) Julie Fream...................................................................... Vice Chairperson	2.00 ................. 8.00	X		0	0	0
(10) Martha Quay...................................................................... Director	2.00 ................. 8.00	X		0	0	0
(11) Robert Williams MD...................................................................... Director	2.00 ................. 8.00	X		0	0	0
(12) Ronald Hall Jr...................................................................... Director	2.00 ................. 8.00	X		0	0	0
(13) Stephen Howard...................................................................... Vice-Chairman	2.00 ................. 8.00	X		0	0	0
(14) Thomas Saeli...................................................................... Director	2.00 ................. 8.00	X		0	0	0
(15) Timothy O'Brien...................................................................... Director	2.00 ................. 8.00	X		0	0	0
(16) William Goldsmith...................................................................... Director	2.00 ................. 8.00	X		0	0	0
(17) John Kerndl...................................................................... EVP & Chief Financial Officer	2.00 ................. 64.00		X	1,053,230	0	399,047

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(F) Estimated amount of other compensation from the organization and related organizations
(18) Carolyn Wilson........................................................................ EVP & Chief Operating Officer	50.00 .......................6.00	X		1,504,646	526,303
(19) Susan Grant........................................................................ EVP & Chief Nursing Officer	50.00 .......................6.00	X		839,720	299,838
(20) Nancy Susick........................................................................ President Royal Oak	50.00 .......................0.00	X		836,546	297,862
(21) Samuel Flanders MD........................................................................ SVP/Chief Qual. & Safety Off	50.00 .......................0.00	X		842,913	208,151
(22) Aaron Gillingham End 120........................................................................ SVP, Chief HR Off., CIO	50.00 .......................0.00	X		722,591	237,673
(23) James Lynch MD........................................................................ President-Grosse Pointe & Troy	50.00 .......................6.00	X		721,842	182,411
(24) Barbara Ducatman........................................................................ CMO - Royal Oak (Start 4/20)	50.00 .......................0.00	X		725,844	120,332
(25) Hans Keil........................................................................ SVP & CIO (Start 1/20)	50.00 .......................0.00	X		551,438	200,509
(26) Nicholas Gilpin........................................................................ CMO - Grosse Pointe	50.00 .......................0.00	X		409,897	88,267
(27) Leslie Rocher........................................................................ CMO - Royal Oak (End 4/20)	50.00 .......................0.00	X		432,832	24,503
(28) Michael Khoury........................................................................ CMO - Troy	50.00 .......................0.00	X		271,200	54,735
(29) Kongkrit Chaiyasate........................................................................ Plastic Reconstructive Surgeon	50.00 .......................0.00		X	2,183,169	58,864
(30) Mohamad Rasm Alsibae........................................................................ Transplant Hepatology Surgeon	50.00 .......................0.00		X	1,290,636	53,481
(31) Mohammad Chisti........................................................................ Physician	50.00 .......................0.00		X	1,135,734	48,251
(32) Matthew Trunsky........................................................................ Director PCU	50.00 .......................0.00		X	1,077,022	67,908
(33) Stephen Galens........................................................................ Director Telemetry Unit	50.00 .......................0.00		X	1,036,412	59,121

- TIN:

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.
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Attach to Form 990 or Form 990-EZ.
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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public
Inspection

Name of the organization

William Beaumont Hospital

Employer identification number

38-1459362

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 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


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) 2020

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 failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
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)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(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

Gross receipts from related activities, etc. (see instructions) ..................

First 5 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

Public support percentage for 2020 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2019 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2020. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2019. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2020. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2019. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

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) 2020

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(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)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(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.)..

First 5 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

Public support percentage for 2020 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2019 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2020 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2019 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2020. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2019. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990 or 990-EZ) 2020

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

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.

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).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

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.

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.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

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.

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.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c 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).

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?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

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.

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) .

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).

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.

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.

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.

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

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) 2020

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described in lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described in 11a above?

11b

A 35% controlled entity of a person described in line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, 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.

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.

Section C. Type II Supporting Organizations

Yes

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).

Section D. All Type III Supporting Organizations

Yes

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?

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).

By reason of the relationship described in line 2 above, 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.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

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.

Did the activities described in line 2a, above 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.

Parent of Supported Organizations. Answer lines 3a and 3b below.

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?If "Yes" or "No", provide details in Part VI.

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.

Schedule A (Form 990 or 990-EZ) 2020

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 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 0.035	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

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990 or 990-EZ) 2020

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	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2020 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2020	(iii) Distributable Amount for 2020
1 Distributable amount for 2020 from Section C, line 6
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2020:
a From 2015.......
b From 2016.......
c From 2017.......
d From 2018.......
e From 2019.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2020 distributable amount
i Carryover from 2015 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2020 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2020 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2020, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2020. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2021. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2016.....
b Excess from 2017.....
c Excess from 2018.....
d Excess from 2019.....
e Excess from 2020.....

Schedule A (Form 990 or 990-EZ) (2020)

Schedule A (Form 990 or 990-EZ) 2020

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) 2020

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2020

Name of the organization

William Beaumont Hospital

Employer identification number

38-1459362

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2020)

Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2

Name of organization William Beaumont Hospital

Part I Contributors	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	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Page 3

Name of organization William Beaumont Hospital		Employer identification number 38-1459362

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) (2020)

Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Page 4


Name of organization William Beaumont Hospital			Employer identification number 38-1459362
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.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose 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

(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

(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

(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) (2020)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

SchCMd Bullet

Complete if the organization is described below. SchCMd Bullet

Attach to Form 990 or Form 990-EZ.
SchCMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

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

William Beaumont Hospital

Employer identification number

38-1459362

Part I-A

Complete if the organization is exempt under section 501(c) or is a section 527 organization.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV (see instructions for definition of “political campaign activities")

Political campaign activity expenditures (see instructions) .................................................................... SchCMd Bullet

Volunteer hours for political campaign activities (see instructions) ..................................................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ SchCMd Bullet

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... SchCMd Bullet

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................

Yes No

Was a correction made? ......................................................................................................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................ SchCMd Bullet

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

Did the filing organization file Form 1120-POL for this year? ...................................................................

Yes No

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) 2020

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 Bullet

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet

if the filing organization checked box A and "limited control" provisions apply.

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) ........................	214,386
c	Total lobbying expenditures (add lines 1a and 1b) ............................................................	214,386
d	Other exempt purpose expenditures ...............................................................................	2,605,897,063
e	Total exempt purpose expenditures (add lines 1c and 1d) ..................................................	2,606,111,449
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.	1,000,000
	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) .................................................	250,000
h	Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................	0
i	Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................	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? ...................................................................................................................		Yes No

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) 2017	(b) 2018	(c) 2019	(d) 2020	(e) Total

2a	Lobbying nontaxable amount	1,000,000	1,000,000	1,000,000	1,000,000	4,000,000

b	Lobbying ceiling amount (150% of line 2a, column(e))					6,000,000

c	Total lobbying expenditures	258,975	221,426	228,828	214,386	923,615

d	Grassroots nontaxable amount	250,000	250,000	250,000	250,000	1,000,000

e	Grassroots ceiling amount (150% of line 2d, column (e))					1,500,000

f	Grassroots lobbying expenditures

Schedule C (Form 990 or 990-EZ) 2020

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)

Yes|No

(b)

Amount

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:

Volunteers? ...........................................................................................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........

Media advertisements? ...................................................................................................

Mailings to members, legislators, or the public? .............................................................................

Publications, or published or broadcast statements? ...........................................................

Grants to other organizations for lobbying purposes? ..........................................................

Direct contact with legislators, their staffs, government officials, or a legislative body? .......................

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................

Other activities? ...................................................................................................................

Total. Add lines 1c through 1i ....................................................................................................

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 ...........................................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................

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

Were substantially all (90% or more) dues received nondeductible by members? ...............................................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................

Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................

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."

Dues, assessments and similar amounts from members ......................................................................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).

Current year .............................................................................................................................

Carryover from last year ............................................................................................................

Total ...........................................................................................................................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

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? ......................................................................................................................

Taxable amount of lobbying and political expenditures (see instructions) .........................................

Part IV

Supplemental Information

Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.

Return Reference	Explanation

Schedule C (Form 990 or 990EZ) 2020

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

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.
SchDMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

William Beaumont Hospital

Employer identification number

38-1459362

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 ........

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? ............

Yes No

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? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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.


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 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

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)? .............................

Yes No

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.

If the organization elected, as permitted under FASB 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.

If the organization elected, as permitted under FASB 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

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 FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

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) 2020

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

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):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

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?...

Yes No

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.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


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

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

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 ....	30,638,479	23,279,740	24,351,052	18,618,182	17,936,215
b	Contributions ...	104,205	1,863,509	7,715,045	8,330,424	663,077
c	Net investment earnings, gains, and losses	6,605,577	5,676,321	-2,088,427	1,137,826	18,890
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...	164,911	181,091	161,270	3,735,380
f	Administrative expenses ....		0	6,536,660
g	End of year balance ......	37,183,350	30,638,479	23,279,740	24,351,052	18,618,182

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

39.730 %

Permanent endowment SchDMd Bullet

44.790 %

Term endowment SchDMd Bullet

15.480 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .......................

3a(i)

(ii) Related organizations .......................

3a(ii)

Yes

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Yes

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 .....	1,601,045	81,564,385		83,165,430
b	Buildings ....	589,349	646,327,642	353,492,636	293,424,355
c	Leasehold improvements		34,727,256	30,895,665	3,831,591
d	Equipment ....	1,081,294	3,037,648,984	2,552,441,288	486,288,990
e	Other .....	41,125,402	922,800,392	513,480,247	450,445,547
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..					1,317,155,913

Schedule D (Form 990) 2020

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) Cash Equivalent	37,079,090	F
(B) Equity	24,072,420	F
(C) Agency	483,986	F
(D) Asset Backed	4,260,249	F
(E) CMO	2,721,243	F
(F) Corporate	15,511,389	F
(G) Mortgage Pass-Through	3,744,464	F
(H) Municipal	1,975,826	F
(I) US Treasury	10,350,041	F
(J) Yankee	3,977,510	F
(K) Commingled Fund	74,340,453	F
(L) Hedge Funds	49,005,321	F
(M) Real Estate	5,516,455	F
(N) Private Capital	20,968,204	F
(O) Derivatives	71,933	F
(P) Mutual Fund	2,167,238	F
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	256,245,822

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

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value
(1)Due from Affiliates				124,684,306
(2)Deferred Compensation				109,692,248
(3)All Other, Net				23,692,015
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				258,068,569

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
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	1,697,364,195
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) 2020

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 1e:	The restricted assets that were received and maintained by William Beaumont Hospital have been transferred to Beaumont Health Foundation, a related party, as part of the centralization of the health system's endowment into a single foundation.
Part V, line 4:	The intended use of Beaumont Health Foundation's endowment funds is to provide funds to support the mission and vision of Beaumont Health System. Beaumont Health Foundation provides funding for ongoing capital and operational needs, community outreach programs, and scholarships and education.

Schedule D (Form 990) 2020

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE F(Form 990)

Department of the Treasury
Internal Revenue Service

Statement of Activities Outside the United States

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

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization
William Beaumont Hospital

Employer identification number

38-1459362

Part I

General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.

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? . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.

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 the region	(d) Activities conducted in region (by type) (such as, 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 the region	(f) Total expenditures for and investments in the region
	Central America and the Caribbean	0	0	Investments	Captive Insurance	120,000
















3a	Sub-total ....	0	0			120,000
b	Total from continuation sheets to Part I ...	0	0			0
c	Totals (add lines 3a and 3b)	0	0			120,000

For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2020

Schedule F (Form 990) 2020

Page 2

Part II

Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on 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)	(c) Region	(d) Purpose of grant	(e) Amount of cash grant	(f) Manner of cash disbursement	(g) Amount of noncash assistance	(h) Description of noncash 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 .......
3	Enter total number of other organizations or entities .......................

Schedule F (Form 990) 2020

Schedule F (Form 990) 2020Page 3

Part III

Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on 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 noncash assistance	(g) Description of noncash assistance	(h) Method of valuation (book, FMV, appraisal, other)

Schedule F (Form 990) 2020

Page 4

Part IV

Foreign Forms

Schedule F (Form 990) 2020

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
Part III Accounting Method:

Schedule F (Form 990) 2020

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE H
(Form 990)

Department of the Treasury
Internal Revenue Service

Hospitals

Complete if the organization answered "Yes" on Form 990, Part IV, question 20.
MediumBullet

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990EZ for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

William Beaumont Hospital

Employer identification number

38-1459362

Part I

Financial Assistance and Certain Other Community Benefits at Cost

Yes

Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .

Yes

If "Yes," was it a written policy? ......................

Yes

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.

Applied uniformly to all hospital facilities Applied uniformly to most hospital facilities Generally tailored to individual hospital facilities

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.

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:

Yes

100% 150% 200% Other %

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: . . . . . . . .

Yes

200% 250% 300% 350% 400% Other %

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.

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"? . . . . . . . . . . . . .

Yes

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

Yes

If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .

Yes

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? . . . . . . . . . . . . .

Did the organization prepare a community benefit report during the tax year? . . . . . . . . .

Yes

If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .

Yes

Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.

Financial Assistance and Certain Other Community Benefits at Cost

Financial Assistance and Means-Tested Government Programs		(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) . . .	9,581,622		9,581,622	0.370 %
b	Medicaid (from Worksheet 3, column a) . . . . .	315,850,191	215,486,695	100,363,496	3.860 %
c	Costs of other means-tested government programs (from Worksheet 3, column b) . .
d	Total Financial Assistance and Means-Tested Government Programs . . . . .	325,431,813	215,486,695	109,945,118	4.230 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).	1,533,836		1,533,836	0.060 %
f	Health professions education (from Worksheet 5) . . .	104,540,459	36,898,652	67,641,807	2.600 %
g	Subsidized health services (from Worksheet 6) . . . .	530,870,681	493,385,542	37,485,139	1.440 %
h	Research (from Worksheet 7) .	6,074,448	2,894,524	3,179,924	0.120 %
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .	200,828		200,828	0.010 %
j	Total. Other Benefits . .	643,220,252	533,178,718	110,041,534	4.230 %
k	Total. Add lines 7d and 7j .	968,652,065	748,665,413	219,986,652	8.460 %

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2020

Schedule H (Form 990) 2020

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
9	Other
10	Total

Part III

Bad Debt, Medicare, & Collection Practices

Section A. Bad Debt Expense

Yes

Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................

Yes

Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......

62,591,500

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. ......

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

Enter total revenue received from Medicare (including DSH and IME).....

881,933,251

Enter Medicare allowable costs of care relating to payments on line 5.....

905,683,211

Subtract line 6 from line 5. This is the surplus (or shortfall)........

-23,749,960

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:

Cost accounting system Cost to charge ratio Other

Section C. Collection Practices

Did the organization have a written debt collection policy during the tax year? ..........

Yes

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 .........................

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 %	(e) Physicians' profit % or stock ownership %
11 Beaumont Kidney Specialty Services LLC	Nephrology Services	55.900 %	44.100 %
22 Greater Michigan Lithotripsy LLC	Treatment of Kidney Stones	10.800 %	17.700 %
3
4
5
6
7
8
9
10
11
12
13

Schedule H (Form 990) 2020

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?3Name, 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)								Facility reporting group
1	Beaumont Hospital Royal Oak 3601 West Thirteen Mile Royal Oak,MI48073 www.Beaumont.org 630030	X	X	X	X	X	X	A
2	Beaumont Hospital Troy 44201 Dequindre Troy,MI48085 www.Beaumont.org 630160	X	X		X		X	A
3	Beaumont Hospital Grosse Pointe 468 Cadieux Grosse Pointe,MI48230 www.Beaumont.org 820030	X	X		X		X	A

Schedule H (Form 990) 2020

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

Community Health Needs Assessment

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?........................

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...............

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......................

Yes

If "Yes," indicate what the CHNA report describes (check all that apply):

A definition of the community served by the hospital facility

Demographics of the community

Existing health care facilities and resources within the community that are available to respond to the health needs of the community

How data was obtained

The significant health needs of the community

Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups

The process for identifying and prioritizing community health needs and services to meet the community health needs

The process for consulting with persons representing the community’s interests

The impact of any actions taken to address the significant health needs identified in the hospital facility's prior CHNA(s)

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20 19

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 .................

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..................................

Yes

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. ............................

Did the hospital facility make its CHNA report widely available to the public?..............

Yes

If "Yes," indicate how the CHNA report was made widely available (check all that apply):

Hospital facility’s website (list url): See Part V, Section C

Other website (list url):

Made a paper copy available for public inspection without charge at the hospital facility

Other (describe in Section C)

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. ..............

Yes

Indicate the tax year the hospital facility last adopted an implementation strategy: 20 19

Is the hospital facility's most recently adopted implementation strategy posted on a website?.........

Yes

If "Yes" (list url): See Part V, Section C

If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ......

10b

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

If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........

12b

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) 2020

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

Did the hospital facility have in place during the tax year a written financial assistance policy that:

Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care?

Yes

If “Yes,” indicate the eligibility criteria explained in the FAP:

Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 200.000000000000%
and FPG family income limit for eligibility for discounted care of 300.000000000000%

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

Explained the basis for calculating amounts charged to patients?.................

Yes

Explained the method for applying for financial assistance?...................

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):

Described the information the hospital facility may require an individual to provide as part of his or her application

Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application

Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process

Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications

Other (describe in Section C)

Was widely publicized within the community served by the hospital facility?........

Yes

If "Yes," indicate how the hospital facility publicized the policy (check all that apply):

The FAP was widely available on a website (list url):

See Part V, Section C

The FAP application form was widely available on a website (list url):

See Part V, Section C

A plain language summary of the FAP was widely available on a website (list url):
See Part V, Section C

The FAP was available upon request and without charge (in public locations in the hospital facility and by mail)

The FAP application form was available upon request and without charge (in public locations in the hospital facility
and by mail)

A plain language summary of the FAP was available upon request and without charge (in public locations in the
hospital facility and by mail)

Individuals were notified about the FAP by being offered a paper copy of the plain language summary of the FAP, by
receiving a conspicuous written notice about the FAP on their billing statements, and via conspicuous public displays or
other measures reasonably calculated to attract patients' attention

Notified members of the community who are most likely to require financial assistance about availability of the FAP

The FAP, FAP application form, and plain language summary of the FAP were translated into the primary language(s)
spoken by LEP populations

Other (describe in Section C)

Schedule H (Form 990) 2020

Page 6

Part VFacility Information (continued)

Billing and Collections

	Facility Reporting Group - A
Name of hospital facility or letter of facility reporting group

Yes

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 nonpayment?..................................

Yes

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:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring, denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

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?............

If "Yes," check all actions in which the hospital facility or a third party engaged:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring , denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

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):

Provided a written notice about upcoming ECAs (Extraordinary Collection Action) and a plain language summary of the
FAP at least 30 days before initiating those ECAs (if not, describe in Section C)

Made a reasonable effort to orally notify individuals about the FAP and FAP application process (if not, describe in
Section C)

Processed incomplete and complete FAP applications (if not, describe in Section C)

Made presumptive eligibility determinations (if not, describe in Section C)

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

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?..................

Yes

If "No," indicate why:

The hospital facility did not provide care for any emergency medical conditions

The hospital facility’s policy was not in writing

The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Section C)

Other (describe in Section C)

Schedule H (Form 990) 2020

Page 7

Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)

	Facility Reporting Group - A
Name of hospital facility or letter of facility reporting group

Yes

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.

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicaid, either alone or in combination with
Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month
period

The hospital facility used a prospective Medicare or Medicaid method

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? ...............................

If "Yes," explain in Section C.

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? ...........................

If "Yes," explain in Section C.

Schedule H (Form 990) 2020

Page 8

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, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 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 1: Beaumont Hospital, Royal Oak, - Facility 2: Beaumont Hospital, Troy, - Facility 3: Beaumont Hospital, Grosse Pointe
Group A-Facility 1 -- Beaumont Hospital, Royal Oak Part V, Section B, line 5:	The 2019 CHNA took 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. Interviews and focus groups were conducted for each of the Beaumont Health hospital communities to provide qualitative information for the CHNA. Participants included community leaders, community residents, public health experts, nonprofits, and those representing the needs of individuals with chronic diseases, minority, underserved and indigent populations. In addition, Beaumont physicians, nurses, hospital leadership and chronic disease experts participated in the interview and focus group process. For a complete listing of participants please visit beaumont.org/CHNA.
Group A-Facility 1 -- Beaumont Hospital, Royal Oak Part V, Section B, line 6a:	Beaumont Health conducted the CHNA for the communities served by Beaumont Hospital Dearborn (formerly Oakwood Hospital Dearborn), Beaumont Hospital Farmington Hills (formerly Botsford General Hospital), Beaumont Hospital Grosse Pointe (formerly Beaumont Grosse Pointe), Beaumont Hospital Royal Oak (formerly Beaumont Royal Oak), Beaumont Hospital Taylor (formerly Oakwood Hospital Taylor), Beaumont Hospital Trenton (formerly Oakwood Hospital Trenton), Beaumont Hospital Troy (formerly Beaumont Troy), and Beaumont Hospital Wayne (formerly Oakwood Hospital Wayne).
Group A-Facility 1 -- Beaumont Hospital, Royal Oak Part V, Section B, line 7d:	In addition to the hospital website, the CHNA was sent to all the participants of the focus groups and those interviewed, distributed internally to Beaumont leaders and various staff, given to the Beaumont board of directors, Beaumont community advisory boards, and to the community members who are engaged in the community coalitions of Beaumont.
Group A-Facility 1 -- Beaumont Hospital, Royal Oak Part V, Section B, line 11:	The Beaumont Hospital Royal Oak 2019 CHNA identified two priority health needs to be addressed. The implementation strategy for the hospital focuses on two priority health needs - chronic disease management and mental health. Access to care, preventive care screenings and vaccinations were not addressed as they did not fall within the prioritization process criteria (related to resources, partnerships, infrastructure, and available funding). A summary of implementation plan actions and progress toward addressing selected health priorities is as follows: Priority 1: Chronic Disease Prevention and ManagementBeaumont Health staff implements a number of programs to support cardiovascular health prevention and management of lifestyle risk factors. The Become Smoke Free program assists individuals in their efforts to quit smoking. The seven-week program is led by a treatment specialist in a supportive environment to help participants stop smoking. The program focuses on risks associated with tobacco use, physical and psychological dependence on smoking, exploring personal reasons for smoking and strategies to manage the side effects of quitting. Lifestyle changes are also incorporated into this program for post program management of a smoke free life. The program includes a one, three, six and 12-month follow up by a respiratory therapist and engaged 31 participants.The Women Exercising to Live Longer program is a six-month exercise and risk reduction program to help women reduce their likelihood of developing heart disease and prevent future cardiac events by reducing risk factors, sedentary lifestyle behaviors and obesity. Only 2 women participated in the program due to the pandemic.Beaumont Royal Oak staff provided education on cardiovascular health to community groups through the Beaumont Speaker's Bureau and at additional events throughout the Royal Oak service area. Education was provided to 19 attendees.Heart health screenings for blood pressure, cholesterol, and glucose checks were performed at health fairs to identify and counsel individuals with elevated levels. Only 3 people received all three tests within the heart health screening prior to halting the service.The Student Heart Check program is targeted to high school students, ages 13-18, in an effort to detect abnormal heart structure or abnormal rhythms and prevent sudden cardiac arrest. Test results are reviewed with parents and, if indicated, follow up is suggested. In 2020, 10 students were screened for heart abnormalities.The 7 for $70 heart and vascular screenings for adults identify risk factors in cardiovascular disease. Seven tests are offered for $70 including blood tests, artery testing, EKG and lifestyle are examined to recommend a course of action for improved heart and vascular health. There were four screenings provided in 2020. Diabetes prevention and educational programs are key initiatives offered to support prevention and management in the community. The national Diabetes Prevention Program (DPP) was provided through partnerships with community centers, senior centers, and other community organizations. The 12-month lifestyle change program focuses on weight loss strategies and increased physical activity to prevent the onset of Type 2 diabetes in those at risk. Participants attend class once a week for the first 16 weeks of the program, transitioning to monthly sessions for the final six months. During 2020 there were over 778 individual encounters in DPP with an average weight loss of over 5%. Another program implemented is the Diabetes PATH program, a national evidence-based program for those with Type 2 diabetes and their caregivers. The program is designed to enhance patient confidence in their ability to manage their disease and to work more effectively with health care providers. Outcome data indicated a high level of participants were more confident about handling their health condition after taking the workshop. They showed significant improvements in testing blood sugar seven days a week and reported exercising more than 150 minutes per week. During the program over 100 individuals attended 718 sessions.In partnership with libraries, senior centers, and community organizations the Diabetes Personal Action Toward Health program helps people living with (or at high-risk) of diabetes. The program includes six-week workshops in which participants learn self-management including action plan development, the importance of balancing and monitoring their blood sugar, communication with family/caregivers and health provider and managing stress to increase their overall health. A diabetes support group provides monthly sessions designed to improve diabetes self-management for adults with diabetes and their caregivers. Support was provided to 7 participants during the year. Physical activity opportunities were provided to support risk reduction. The Beaumont Gets Walking program was offered with the mission of improving health, fitness, and quality of life through daily physical activity. The walking program included neighborhood walking groups, Walk with a Doc and the utilization of the Carrot app, an online step tracking tool with 30 individuals participating in one of the activities.Youth physical activity and lifestyle behavior education opportunities were offered through the CATCH physical education (PE) activities. The program provides children with fun, physical education/activities, specifically aimed at increasing their moderate-to-vigorous physical activity while at preschool. The lesson plans and PE activities, combined with spirited music, colorful hand puppets and other stimulating visuals, create an environment where physical activity, health education, and healthy eating behaviors are valued and taught with over 768 kids participating.Supporting the social needs of our communities was a big focus during the year. The Beaumont Community Resource Network (BCRN), a branded search and referral social service organization platform from Aunt Bertha, is used to support a community's identification of need. The free online platform helps individuals find resources for basic needs such as food, utilities, transportation, job training, legal aid, and childcare. The BCRN had 14,575 distinct users, 10,181 distinct sessions and 485 connections. The top 4 common resource searches were for Covid-19, food, transit, and rent assistance.The Covid-19 pandemic highlighted concerns of food insecurity. Unemployment, furloughs, and decreased work hours financially affected the nation and made households vulnerable to food insecurity. A statewide poll of 600 Michiganders by the Detroit Regional Chamber found that 28% of respondents were worried about putting food on the table. Food pantries were seeing higher rates of attendance than ever. Beaumont partnered with Gleaners Community Food Bank of southeastern Michigan to support a full-time person to assist with food distribution in the Beaumont Health service areas. Through this partnership Beaumont supported food distribution to over 61,000 homes from March 2020 through September 2020.Priority 2: Mental HealthBeaumont Health continued development of a comprehensive system wide behavioral health strategy. Finalized in December 2020, the plan will provide future opportunities to expand partnerships and service offerings to support behavioral health across the lifespan. Although many program activities focused on the Covid-19 pandemic, a limited number of opportunities were offered to support mental health within the community. The BeWell Mindfulness Eating program is focused on nourishing the mind, body, and soul. Offerings combine the latest science on nutrition with simple strategies to find balance in eating habits and equip with nutritional inspiration and guidance that supports all facets of health and well-being. A mindfulness program with weekly drop-in group sessions for stress reduction was offered to 20 participants. A wellness coaching program supporting people's emotional and physical wellbeing was also offered.
Group A-Facility 2 -- Beaumont Hospital, Troy Part V, Section B, line 5:	The 2019 CHNA took 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. Interviews and focus groups were conducted for each of the Beaumont Health hospital communities to provide qualitative information for the CHNA. Participants included community leaders, community residents, public health experts, nonprofits, and those representing the needs of individuals with chronic diseases, minority, underserved and indigent populations. In addition, Beaumont physicians, nurses, hospital leadership and chronic disease experts participated in the interview and focus group process. For a complete listing of participants please visit beaumont.org/CHNA.
Group A-Facility 2 -- Beaumont Hospital, Troy Part V, Section B, line 6a:	Beaumont Health conducted the CHNA for the communities served by Beaumont Hospital Dearborn (formerly Oakwood Hospital Dearborn), Beaumont Hospital Farmington Hills (formerly Botsford General Hospital), Beaumont Hospital Grosse Pointe (formerly Beaumont Grosse Pointe), Beaumont Hospital Royal Oak (formerly Beaumont Royal Oak), Beaumont Hospital Taylor (formerly Oakwood Hospital Taylor), Beaumont Hospital Trenton (formerly Oakwood Hospital Trenton), Beaumont Hospital Troy (formerly Beaumont Troy), and Beaumont Hospital Wayne (formerly Oakwood Hospital Wayne).
Group A-Facility 2 -- Beaumont Hospital, Troy Part V, Section B, line 7d:	In addition to the hospital website, the CHNA was sent to all the participants of the focus groups and those interviewed, distributed internally to Beaumont leaders and various staff, given to the Beaumont board of directors, Beaumont community advisory boards, and to the community members who are engaged in the community coalitions of Beaumont.
Group A-Facility 2 -- Beaumont Hospital, Troy Part V, Section B, line 11:	The Beaumont Hospital Troy 2019 CHNA identified two priority health needs to be addressed. The implementation strategy for the hospital focuses on two priority health needs - chronic disease management and mental health. Access to care, preventive care screenings and vaccinations were not addressed as they did not fall within the prioritization process criteria (related to resources, partnerships, infrastructure, and available funding).A summary of implementation plan actions and progress toward addressing selected health priorities is as follows:Priority 1: Chronic Disease Prevention and ManagementDiabetes prevention and educational programs are key initiatives offered to support prevention and management in the community. The national Diabetes Prevention Program (DPP) was provided through partnerships with community centers, senior centers, and other community organizations. The 12-month lifestyle change program focuses on weight loss strategies and increased physical activity to prevent the onset of Type 2 diabetes in those at risk. Participants attend class once a week for the first 16 weeks of the program, transitioning to monthly sessions for the final six months. During 2020 there were over 418 individual encounters in DPP with an average weight loss of over 5%. Another program implemented is the Diabetes PATH program, a national evidence-based program for those with Type 2 diabetes and their caregivers. The program is designed to enhance patient confidence in their ability to manage their disease and to work more effectively with health care providers. Outcome data indicated a high level of participants were more confident about handling their health condition after taking the workshop. They showed significant improvements in testing blood sugar seven days a week and reported exercising more than 150 minutes per week. In partnership with libraries, senior centers, and community organizations the Diabetes Personal Action Toward Health program helps people living with (or at high-risk) of diabetes. The program includes six-week workshops in which participants learn self-management including action plan development, the importance of balancing and monitoring their blood sugar, communication with family/caregivers and health provider and managing stress to increase their overall health. A diabetes support group provides monthly sessions designed to improve diabetes self-management for adults with diabetes and their caregivers. Support was provided to 60 participants during the year. Heart health and diabetes screenings were provided to 418 individuals. The Personal Action Toward Health (PATH) for Diabetes program is a national evidence-based model developed and designed to enhance patient confidence in their ability to manage their disease and to work more effectively with their health care providers which reduces both outpatient visits and hospitalizations. In 2020, 60 individuals participated. Beaumont Health partnered with the Michigan Fitness Foundation to implement the Safe Routes to Health AmeriCorps program. The focus of the program was to connect community residents to health, wellness, and physical activity. Eight members were hired to provide support for community activities and events related to CHNA strategies. The Covid-19 pandemic highlighted concerns of food insecurity. Unemployment, furloughs, and decreased work hours financially affected the nation and made households vulnerable to food insecurity. A statewide poll of 600 Michiganders by the Detroit Regional Chamber found that 28% of respondents were worried about putting food on the table. Food pantries were seeing higher rates of attendance than ever. Beaumont partnered with Gleaners Community Food Bank of Southeastern Michigan to support a full-time person to assist with food distribution in the Beaumont Health service areas. Through this partnership Beaumont supported food distribution to over 61,000 homes from March 2020 through September 2020.Supporting the social needs of our communities was a big focus during the year. The Beaumont Community Resource Network (BCRN), a branded search and referral social service organization platform from Aunt Bertha, is used to support a community's identification of need. The free online platform helps individuals find resources for basic needs such as food, utilities, transportation, job training, legal aid, and childcare. The BCRN had 14,575 distinct users, 10,181 distinct sessions and 485 connections. The top 4 common resource searches were for Covid-19, food, transit, and rent assistance. Priority 2: Mental HealthBeaumont Health continued development of a comprehensive system wide behavioral health strategy. Finalized in December 2020, the plan will provide future opportunities to expand partnerships and service offerings to support behavioral health across the lifespan. Although many program activities focused on the Covid-19 pandemic. A limited number of opportunities were offered to support mental health within the community. The BeWell mindfulness eating program is focused on nourishing the mind, body, and soul. Offerings combine the latest science on nutrition with simple strategies to find balance in eating habits and equip with nutritional inspiration and guidance that supports all facets of health and well-being. A mindfulness program with weekly drop-in group sessions for stress reduction was offered to 20 participants. A wellness coaching program supporting people's emotional and physical wellbeing was also offered.
Group A-Facility 3 -- Beaumont Hospital, Grosse Pointe Part V, Section B, line 5:	The 2019 CHNA took 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. Interviews and focus groups were conducted for each of the Beaumont Health hospital communities to provide qualitative information for the CHNA. Participants included community leaders, community residents, public health experts, nonprofits, and those representing the needs of individuals with chronic diseases, minority, underserved and indigent populations. In addition, Beaumont physicians, nurses, hospital leadership and chronic disease experts participated in the interview and focus group process. For a complete listing of participants please visit beaumont.org/CHNA.
Group A-Facility 3 -- Beaumont Hospital, Grosse Pointe Part V, Section B, line 6a:	Beaumont Health conducted the CHNA for the communities served by Beaumont Hospital Dearborn (formerly Oakwood Hospital Dearborn), Beaumont Hospital Farmington Hills (formerly Botsford General Hospital), Beaumont Hospital Grosse Pointe (formerly Beaumont Grosse Pointe), Beaumont Hospital Royal Oak (formerly Beaumont Royal Oak), Beaumont Hospital Taylor (formerly Oakwood Hospital Taylor), Beaumont Hospital Trenton (formerly Oakwood Hospital Trenton), Beaumont Hospital Troy (formerly Beaumont Troy), and Beaumont Hospital Wayne (formerly Oakwood Hospital Wayne).
Group A-Facility 3 -- Beaumont Hospital, Grosse Pointe Part V, Section B, line 7d:	In addition to the hospital website, the CHNA was sent to all the participants of the focus groups and those interviewed, distributed internally to Beaumont leaders and various staff, given to the Beaumont board of directors, Beaumont community advisory boards, and to the community members who are engaged in the community coalitions of Beaumont.
Group A-Facility 3 -- Beaumont Hospital, Grosse Pointe Part V, Section B, line 11:	The Beaumont Hospital Grosse Pointe 2019 CHNA identified two priority health needs to be addressed. The implementation strategy for the hospital focuses on two priority health needs - chronic disease management and mental health. Access to care, preventive care screenings and vaccinations were not addressed as they did not fall within the prioritization process criteria (related to resources, partnerships, infrastructure, and available funding). A summary of implementation plan actions and progress toward addressing selected health priorities is as follows: Priority 1: Chronic Disease ManagementDiabetes prevention and educational programs are key initiatives offered to support prevention and management in the community. The national Diabetes Prevention Program (DPP) was provided through partnerships with community centers, senior centers, and other community organizations. The 12-month lifestyle change program focuses on weight loss strategies and increased physical activity to prevent the onset of Type 2 diabetes in those at risk. Participants attend class once a week for the first 16 weeks of the program, transitioning to monthly sessions for the final six months. During 2020 there were over 557 individual encounters in DPP with an average weight loss of over 5%. Another program implemented is the Diabetes PATH program, a national evidence-based program for those with Type 2 diabetes and their caregivers. The program is designed to enhance patient confidence in their ability to manage their disease and to work more effectively with health care providers. Outcome data indicated a high level of participants were more confident about handling their health condition after taking the workshop. They showed significant improvements in testing blood sugar seven days a week and reported exercising more than 150 minutes per week. In partnership with libraries, senior centers, and community organizations the Diabetes Personal Action Toward Health program helps people living with (or at high-risk) of diabetes. The program includes six-week workshops in which participants learn self-management including action plan development, the importance of balancing and monitoring their blood sugar, communication with family/caregivers and health provider and managing stress to increase their overall health. A diabetes support group provides monthly sessions designed to improve diabetes self-management for adults with diabetes and their caregivers. Support was provided to 54 participants during the year. Diabetes education was provided to 271 individuals in the community. Community nutrition education was provided to increase awareness of the principles of healthy eating. Nutrition education booths and presentations are provided by registered dietitians at community events upon request and in collaboration with schools, senior centers, faith-based organizations, community agencies and service organizations. In 2020 266 individuals participated. Self-help, fitness, and exercise classes were also offered with 463 individuals participating.The Walking with Ease program was implemented to encourage people to walk on their own or form walking groups so they can add more walking into their daily routines by taking walks with coworkers at lunch, making a standing walking date with friends and walking as a family. In 2020, 66 individuals participated.Pointe Peddlers weekly cycling group provides a structured opportunity for riders and walkers to participate in a socially distant, masked, outdoor bike-ride, and encourage and inspire physical activity through a social environment and group support. This group bike ride took place Wednesday evenings, June through October. The group rides or walks at a comfortable pace attracting over 600 people to various routes throughout the Grosse Pointes, Harper Woods, and Detroit communities.Beaumont Health partnered with the Michigan Fitness Foundation to implement the Safe Routes to Health AmeriCorps program. The focus of the program was to connect community residents to health, wellness, and physical activity. Eight members were hired to provide support for community activities and events related to CHNA strategies.The Covid-19 pandemic highlighted concerns of food insecurity. Unemployment, furloughs, and decreased work hours financially affected the nation and made households vulnerable to food insecurity. A statewide poll of 600 Michiganders by the Detroit Regional Chamber found that 28% of respondents were worried about putting food on the table. Food pantries were seeing higher rates of attendance than ever. Beaumont partnered with Gleaners Community Food Bank of Southeastern Michigan to support a full-time person to assist with food distribution in the Beaumont Health service areas. Through this partnership Beaumont supported food distribution to over 61,000 homes from March 2020 through September 2020.Supporting the social needs of our communities was a big focus during the year. The Beaumont Community Resource Network (BCRN), a branded search and referral social service organization platform from Aunt Bertha, is used to support a community's identification of need. The free online platform helps individuals find resources for basic needs such as food, utilities, transportation, job training, legal aid, and childcare. The BCRN had 14,575 distinct users, 10,181 distinct sessions and 485 connections. The top 4 common resource searches were for Covid-19, food, transit, and rent assistance. Priority 2: Mental HealthThe Question, Persuade, Refer (QPR) suicide prevention training was offered. The program is designed for community members to learn how to take action when they are concerned someone is at risk for suicide. The QPR training in partnership with Detroit Wayne Integrated Health Authority had 133 participants in the training in 2020.Parents who host Lose the Most campaigns reminds parents of the dangers of underage drinking and discourages parents from providing alcohol to teens. Window decals were provided for local liquor stores and banners were displayed at the high schools for their graduation ceremonies and other key locations. Although many program activities focused on the Covid-19 pandemic Beaumont Health continued development of a comprehensive system wide behavioral health strategy. Finalized in December 2020, the plan will provide future opportunities to expand partnerships and service offerings to support behavioral health across the lifespan.
Part V, Lines 7 & 10:	Beaumont Hospital, Royal Oak's CHNA and Implementation Strategy can be found at the following URL on the Hospital System's website:Https://www.beaumont.org/community/community-health-needs-assessmentBeaumont Hospital, Troy's CHNA and Implementation Strategy can be found at the following URL on the Hospital System's website:Https://www.beaumont.org/community/community-health-needs-assessmentBeaumont Hospital, Grosse Pointe's CHNA and Implementation Strategy can be found at the following URL on the Hospital System's website:Https://www.beaumont.org/community/community-health-needs-assessment
Part V, Line 16 a, b, & c:	Beaumont Hospital Royal Oak's FAP, FAP Application Form and Plain Language Summary of the FAP can be found at the following URL on the Hospital System's website:Https://www.beaumont.org/patients-families/billing/financial-assistanceBeaumont Hospital Troy's FAP, FAP Application Form and Plain Language Summary of the FAP can be found at the following URL on the hospital System's website:Https://www.beaumont.org/patients-families/billing/financial-assistanceBeaumont Hospital Grosse Pointe's FAP, FAP Application Form and Plain Language Summary of the FAP can be found at the following URL on the Hospital System's website:Https://www.beaumont.org/patients-families/billing/financial-assistance

Schedule H (Form 990) 2020

Page 9

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?53
Name and address		Type of Facility (describe)
1	1 - Beaumont Medical Building-Royal Oak 3535 West 13 Mile Road Royal Oak,MI480736770	General Medical/ Physician Office
2	2 - Beaumont Administration & Education Buil 3711 West 13 Mile Road Royal Oak,MI480736767	General Medical/ Physician Office
3	3 - Beaumont Family Medicine Ctr-Sterling He 44250 Dequindre Rd Sterling Heights,MI48314	General Medical/ Physician Office
4	4 - Beaumont Imaging Center-Royal Oak 3581 West 13 Mile Road Royal Oak,MI480736710	General Medical/ Physician Office
5	5 - Beaumont Cancer Center-Royal Oak 3577 West 13 Mile Road Royal Oak,MI480736710	General Medical/ Physician Office
6	6 - Beaumont Neuroscience Center-Royal Oak 3555 West 13 Mile Road Royal Oak,MI480736712	General Medical/ Physician Office
7	7 - Beaumont Medical Center-West Bloomfield 6900 Orchard Lake Road West Bloomfield,MI483223405	General Medical/ Physician Office
8	8 - Beaumont Medical Center-Macomb 15959-15979 Hall Road Macomb,MI48044	General Medical/ Physician Office, ASC/ General Medical
9	9 - Beaumont Health & Wellness Ctr-Rochester 1555 South Boulevard East Rochester Hills,MI483075605	General Medical/ Physician Office
10	10 - Beaumont Medical Center-Sterling Heights 44300 Dequindre Road Sterling Heights,MI483141003	Dialysis Center
11	11 - Beaumont Medical Center-St Clair Shores 25631 Little Mack Avenue St Clair Shores,MI480812100	General Medical/ Physician Office
12	12 - Beaumont Medical Building-Sterling Heigh 44344 and 44378 Dequindre Road Sterling Heights,MI48314	General Medical/ Physician Office
13	13 - Beaumont Medical Bldg-GP 16815 East Jefferson Avenue Grosse Pointe,MI482301923	Medical Office Building
14	14 - Beaumont Medical Center-Warren 8545 Common Road Warren,MI480936772	General Medical/ Physician Office
15	15 - Beaumont Family Medicine Ctr-St Clair Sh 21400 East 11 Mile Road St Clair Shores,MI480811502	General Medical/ Physician Office
16	16 - Beaumont Urology Center 31157 Woodward Avenue Royal Oak,MI480730926	Medical and Office
17	17 - Beaumont Medical Center-Lake Orion 1455 South Lapeer Road Lake Orion,MI483601467	General Medical/ Physician Office
18	18 - Beaumont Northpointe Heart Center-Berkle 27901 Woodward Avenue Berkley,MI480720927	General Medical/ Physician Office
19	19 - Beaumont Living Well Primary Care 29645 West 14 Mile Road Farmington Hills,MI483341666	General Medical/ Physician Office
20	20 - Beaumont Childrens Ctr-Southfield 30503 Greenfield Road Southfield,MI480761594	General Medical/ Physician Office
21	21 - Beaumont Medical Center-Rochester Hills 6700 North Rochester Road Rochester Hills,MI483064362	General Medical/ Physician Office
22	22 - Beaumont Rehabilitation Services 17150 Waterloo Street Grosse Pointe,MI482301201	Rehab Facility
23	23 - Beaumont Int Med Ctr-Southfield 29355 Northwestern Highway Southfield,MI480341088	General Medical/ Physician Office
24	24 - RO Primary Care (BMG) 309 E 11 Mile Rd Royal Oak,MI48067	General Medical/Physician Office
25	25 - Beaumont SCS Int Med 18325 East 10 Mile Road Roseville,MI480664990	General Medical/ Physician Office
26	26 - Beaumont East Area Family Practice 30695 Little Mack Avenue Roseville,MI480661781	General Medical/ Physician Office
27	27 - Beaumont Northpointe Medical Bldg 1949 12 Mile Road Berkley,MI480721853	General Medical/ Physician Office
28	28 - Beaumont ShorePointe Family Physicians 22646 East 9 Mile Road St Clair Shores,MI480801951	General Medical/ Physician Office
29	29 - Beaumont Parkside Medical Assoc 25 South Washington Street Oxford,MI483714978	General Medical/ Physician Office
30	30 - Beaumont Employee Health & Safety-Troy 550 Stephenson Highway Troy,MI480831109	Employee Health Services
31	31 - Beaumont Endocrine Ctr-Beverly Hills 17412 West 13 Mile Road Beverly Hills,MI480255439	General Medical/ Physician Office
32	32 - GP Physicians and Surgeons 17000 Kercheval Avenue Grosse Pointe,MI482301570	General Medical/ Physician Office
33	33 - Beaumont Medical Center-Lake Orion 15200 Kercheval Avenue Grosse Pointe Park,MI482301356	General Medical/ Physician Office
34	34 - Beaumont Rochester Hills Family Physicia 1202 Walton Boulevard Rochester Hills,MI483076917	General Medical/ Physician Office
35	35 - Beaumont Midway Internal Medicine 555 Barclay Circle Rochester Hills,MI483074587	General Medical/ Physician Office
36	36 - Associates of Internal MedicineTroy 38865 Dequindre Road Troy,MI480836812	General Medical/ Physician Office
37	37 - Northwest Cardiology Group (Dr Kerner) 26400 West 12 Mile Road Southfield,MI480341771	General Medical/ Physician Office
38	38 - Beaumont Wound Treatment Ctr-Berkley 28905 Woodward Avenue Berkley,MI480720923	Medical Building
39	39 - Beaumont Michigan Heart Group-Novi 39500 West 10 Mile Road Novi,MI483752947	General Medical/ Physician Office
40	40 - Beverly Hills Internal Medicine 17392 West 13 Mile Road Beverly Hills,MI480255438	General Medical/ Physician Office
41	41 - Beaumont Vein Ctr-GPFarms 87 Kercheval Avenue Grosse Pointe Farms,MI482363603	General Medical/ Physician Office
42	42 - Beaumont Hough Center 1777 Axtell Drive Troy,MI480844435	General Medical/ Physician Office
43	43 - Beaumont Medical Bldg-Birmingham 35046 Woodward Avenue Birmingham,MI480090932	General Medical/ Physician Office
44	44 - Chesterfield Primary Care (BMG) 50630 Chesterfield Rd Chesterfield Twp,MI48051	General Medical/Physician Office
45	45 - Ren Cen Wellness Clinic 500 Renaissance Center Detroit,MI482431929	General Medical/ Physician Office
46	46 - Beaumont Neighborhood Family Medicine 29245 Ryan Road Warren,MI480924230	General Medical/ Physician Office
47	47 - Cardiology Assoc 16800 West 12 Mile Road Southfield,MI480762108	General Medical/ Physician Office
48	48 - Lakeside Family Medicine (Dr Vollmer) 25250 Kelly Road Roseville,MI480664473	General Medical/ Physician Office
49	49 - Dr O William Brown 31700 Telegraph Road Bingham Farms,MI480253466	General Medical/ Physician Office
50	50 - Academic Heart and Vascular 5100 Gateway Center Flint,MI485073927	Beaumont Physician Partners
51	51 - Internal MedicinePeds of RO 950 and 970 North Main Street Royal Oak,MI48067	General Medical/ Physician Office
52	52 - Northpointe Heart Center-Location 2 44344 Dequindre Road Sterling Heights,MI483141038	General Medical/ Physician Office
53	53 - Troy POB 44199 Dequindre Road Troy,MI480851128	General Medical/ Physician Office

Schedule H (Form 990) 2020

Page 10

Part VI

Supplemental Information

Provide the following information.

1	Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2	Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3	Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4	Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5	Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6	Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7	State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.

Form and Line Reference	Explanation
Part I, Line 3c:	William Beaumont Hospital uses Federal Poverty Guidelines (FPG) to determine eligibility for free or reduced care for low income and medically indigent individuals. In addition to the Federal Poverty Guidelines, William Beaumont Hospital uses asset level and residency to determine eligibility for financial assistance.
Part I, Line 6a:	Beaumont Health - 46-5718220
Part I, Line 7:	William Beaumont Hospital calculated the cost of charity care and means-tested government programs, using the cost-to-charge ratio derived from Schedule H, Worksheet 2 "Ratio of Patient Care Cost-to-Charges". Other benefit amounts reported on Line 7 were calculated using costs charged directly to the individual programs via the financial accounting system. An indirect cost allocation factor for shared services is also calculated and included in applicable programs listed in other benefits.
Part I, Ln 7 Col(f):	The bad debt expense included on Form 990, Part IX, Line 25(A), but subtracted for purposes of calculating the percentage in this column is $2,884,301.
Part III, Line 2:	Patient accounts receivable are reduced by an allowance for amounts that could become uncollectible in the future. The Hospital's estimate for its allowance for uncollectible accounts is based on management's assessment of historical and expected net collection by payor. The Hospital updates, on a quarterly basis, the historical collection rates for each of its major payor sources of revenue used to estimate the allowance for doubtful accounts and contractual allowances. Management performs an analysis on a monthly basis to evaluate the sufficiency of the allowance for doubtful accounts. For receivables associated with services provided to patients who have third-party coverage, the Hospital analyzes contractually due amounts and provides an allowance for doubtful accounts (which includes uncollectible deductibles and co-payments on accounts for which the third-party payor has not yet been paid or for payors who are known to be having financial difficulties). For receivables associated with self-pay patients, the hospital records a significant provision for bad debts in the period of service based on experience.
Part III, Line 3:	The Hospital is not reporting an amount on Part III, Line 3 because the organization believes that none or very little of their bad debt expense relates to patients who would qualify for financial assistance under the Hospital's policies.
Part III, Line 4:	See pages 10-13 of the audited financial statements for year-end 2020.
Part III, Line 8:	The source used to determine the amount reported on line 6 is the Hospital's Medicare cost report.The Medicare cost report is the costing methodology system used to determine the amount reported on Part III, Lines 5 and 6. The Hospital utilizes Worksheet 6 found in the Form 990 instructions for Schedule H to calculate its subsidized services. The instructions state that "the financial loss is measured after removing losses, measured by cost, associated with bad debt, charity care, Medicaid and other means-tested government programs". Given that Worksheet 6 doesn't suggest removing losses associated with Medicare, a portion of Medicare is included in the Hospital's subsidized service calculation. So as not to double count Medicare values in Part III, Section B, Lines 5 and 6, the portion of Medicare shortfall included in our subsidized services calculation has been subtracted from the Medicare revenue and costs derived from the Medicare cost report. The values indicated in Part III, Lines 5 and 6 are therefore what remains after the Medicare revenue and costs included in the subsidized services calculations have been subtracted out. Given this, the resulting values (Part III, Lines 5, 6 and 7) would need to be combined with the Medicare revenue/costs included in our subsidized services to get the full overview of Medicare revenue, costs and any remaining shortfall or surplus. We agree with the current subsidized services calculation methodology that allows the inclusion of Medicare dollars as the Medicare population comprises an important segment of those receiving subsidized services care. The Hospital treats all Medicare patients equally and does not discriminate against lower-margin yielding services.The organization treats its Medicare shortfall as community benefit for the following reasons: 1) since there is an excess of expenses over Medicare reimbursement the Hospital must cover the shortfall, as a result the amount needed to cover the shortfall is not available for other charity care and community benefit services; 2) a significant portion of services provided to Medicare beneficiaries would likely qualify for charity care absent insurance coverage under the Medicare program; and 3) the provision under compensated patient care to Medicare beneficiaries positively impacts the health of the Michigan community in which we serve.
Part III, Line 9b:	Financial assistance is granted to those patients unable to pay all or a portion of their bill and who are unable to qualify for assistance through federal and state government assistance programs. If after insurance reimbursement additional assistance is needed, all patients may obtain financial assistance if the income criteria are met.All financial assistance applications are based on policy guidelines. Uninsured patients are required to provide documentation and a completed application. If approved, the adjustment is applied to the patient's account. For patients who do not qualify for charity care or financial assistance, payment plans are available.
Part VI, Line 7, Reports Filed With States	MI
Part VI, Line 2:	In addition to the Community Health Needs Assessment (CHNA), Beaumont Health, the sole member of William Beaumont Hospital conducts an annual environmental scan of the communities served each year as part of the strategic planning process which includes key information including access to care, demographics, health needs, internal hospital data, and identifying gaps in services. Beaumont Health partners with the Wayne, Oakland and Macomb County Health Departments along with the City of Detroit Health Department to work collaboratively on health needs and the social determinants of health. The Community Outreach Department within Beaumont directs services and programs targeting vulnerable populations and services to improve the general health of the communities served. Using the Patient and Family Centered Care (PFCC) model, community members engage in inclusive community coalitions that guide the health programs and services needed in the community. Numerous data sources are utilized to assess health needs of the communities including MDCH, Truven Health data, CDC data sets, behavioral risk factor surveillance system, census data, and public health data for Wayne, Oakland and Macomb counties.
Part VI, Line 3:	Beaumont Health's (Beaumont's), the sole member of William Beaumont Hospital, mission is to provide the highest quality health care services to all of our patients efficiently, effectively and compassionately, regardless of where they live or their financial circumstances.Beaumont also strives to educate and inform all uninsured and underinsured patients about the availability of financial assistance and charity care for health care services throughout the course of their treatment and beyond. Therefore, when a patient schedules or registers for an appointment or presents themselves for care at a Beaumont facility, all uninsured individuals are appraised of options available for government medical coverage, the availability of financial assistance, no-interest payment plans and the existence of charity care in a number of ways.Interpretative services are also made available for any patient for whom English is a second language. Information made available to patients includes:- Information and an application from the Michigan Department of Health and Human Services (DHS) related to Medicaid.- Access to an online application service with the Michigan Department of Community Health.- Pamphlets in patient waiting areas in various locations describing the availability of free or discounted care for the uninsured and underinsured.- Contracts with Advomas, an outside company, to assist uninsured individuals in the application process and to search for any form of financial assistance through other programs.- Assistance for the uninsured and underinsured relating to the application process by Beaumont patient financial services representatives is available prior to receiving care. Before or after a patient statement is received or to help any individual request a payment, contact information is provided to all patients.- Notice of the availability of financial assistance, discounted care, or free care (if the person is unable to afford care) provided on all patient statements.
Part VI, Line 4:	Beaumont Hospital Royal Oak is defined as the continuous zip codes that comprise 80 percent of inpatient discharges. The areas served include Oakland, Macomb, and Wayne counties. It is the most heavily populated among the Beaumont communities and the age composition of the community is similar to the state of Michigan and the country. The cohort aged 65+ makes up the smallest segment of the population (19.3 percent) but is expected to experience growth in the next five years. This age group will increase 16.1 percent while the 18 to 44 age cohort will grow much slower. The 45 to 64 population will experience the largest decrease. The Beaumont Royal Oak's population is predominantly white (68.4 percent) and the community is home to a large Arab population mostly concentrated in Sterling Heights. Beaumont Royal Oak is expected to become increasingly diverse as all minority groups are projected to increase by 2023. The Asian Pacific Islander and multiracial & other population will experience the most growth. Beaumont Royal Oak has an overall Community Needs Index Score (CNI) of 2.7, however there are zip codes that have a score of 5.0 the highest CNI score.The Beaumont Troy Hospital community is defined as the contiguous zip codes that comprise 80 percent of inpatient discharges. Areas served include Oakland, Macomb, and Wayne counties. Population in the Beaumont Troy area is expected to grow 2.8 percent in the next five years. The 18 to 44 age group makes up the largest portion of the population and is expected to increase by 3 percent. Similar to the pattern across the Beaumont communities, the 65+ group will experience the greatest growth and is projected to increase by 18.9 percent. The under 18 population will decrease by 3.2 percent. The community population is 83.1 percent white, 6 percent black and 7.5 percent Asian Pacific Islander. The community is also home to a relatively large Arab population of 3 percent. The community is expected to become increasingly diverse by 2023. The Community Needs Index Score is 2.2 on a five-point scale (a lower score indicating less needs). Scores are elevated in the areas surrounding Madison Heights and Utica.The Beaumont Grosse Pointe Hospital is defined as the continuous zip codes that comprise 80 percent of inpatient discharges. The population served is expected to decrease less than 2 percent, with Harrison Township, Clinton Township and Roseville experiencing slight growth and the surrounding Detroit area experiencing a contraction. The cohort aged 65+ makes up the smallest segment of the population (18.4 percent) but is expected to experience the most growth over the next five years. This age group is expected to increase almost 15 percent while the other age groups are expected to decrease. The population served is primarily white (48.8 percent) and black (46 percent). Asian Pacific Islanders and multiracial & other populations are expected to increase, with the Asian Pacific Islander group experiencing the most growth. The community's overall Community Needs Index Score is 3.6, with a marked contrast between areas of low need (CNI score less than 2) and a very high need (CNI score greater than 4) which are highest in the areas which include Detroit.
Part VI, Line 5:	Beaumont Health ("the System"), the sole member of William Beaumont Hospital, is a Michigan nonprofit corporation health care network that was formed in 2014 and is Michigan's largest health care System based on inpatient admissions and net patient revenue. In 2020 the System was comprised of 3,375 licensed beds and over 150 other ambulatory patient care sites, dedicated to advancing quality of care and access to care throughout Wayne, Oakland, and Macomb counties in southeast Michigan.The System provides a continuum of care as an integrated health care delivery system. The System's services include inpatient and outpatient services, long-term care, senior and assisted living, rehabilitation services, home-health care, and other health-related activities. The system owns and operates eight nonprofit acute care hospitals, including assisted and independent living centers, nursing homes, certified home health agencies, ambulatory care facilities, a for profit company engaged in health-related businesses, and various other health care entities. All subsidiaries are governed and related through common control, and substantially all expenses of the System are related to providing health care services. The System's members include William Beaumont Hospital, Oakwood Healthcare, Inc., and Botsford General Hospital.In addition, the System operates one offshore captive insurance company which is a wholly-owned subsidiary of the System and provides professional and general liability coverage to the System, its affiliates, and voluntary medical staff.In 2020, the System had $4.6 billion in net revenue with 152,709 inpatient admissions, 16,976 births, and 455,747 emergency visits. This is made possible by the nearly 5,000 physicians and 41,000 employees that work for the System, and the 1,941 volunteers that donate their time to the System.In order to promote the health of the communities served, the System has responded to the needs of the communities and invested in programs to improve the health and well-being of the neighborhoods in which it lives and serves. Building on a national reputation for clinical excellence, the System is committed to enhancing public awareness through a variety of community outreach activities and initiatives that relate to the following:- Health promotion, wellness, and disease prevention- Events that support community engagement education, diversity, and cultural arts relating to improving the patient experience at the System's eight hospital locations- Events and organizations that help the System attain Community Health Needs Assessment goalsThe System has a deep commitment to provide the highest quality health care services to all of its patients safely, effectively, and compassionately, regardless of where they live or their financial circumstances. Some outreach programs in the communities it serves are bereavement support groups, car seat safety checks, guided meditation, cooking classes for kids, and concerts for "The Art of Healing" as well as sponsorship of walks for Easter Seals Walk with Me and AIDS Walk Detroit.
Part VI, Line 6:	Beaumont Health ("the System"), the sole member of William Beaumont Hospital, is Michigan's largest health care system (based on inpatient admissions and net patient revenue) formed in 2014 by William Beaumont Hospital, Botsford General Hospital and Oakwood Healthcare, Inc. to provide patients with compassionate, extraordinary care, no matter where they live in southeast Michigan. Our culture of caring partnerships and care delivery model of patient and family-centered care demonstrates our commitment to engaging our patients, their family, and our community to promote continuous health care improvements. With eight hospitals, 155 health centers, nearly 5,000 physicians and 38,000 employees, Beaumont Health contributes to the health and well-being of residents throughout southeast Michigan and beyond. In 2020, Beaumont had 152,709 inpatient discharges, 455,747 emergency visits and 16,976 births. The outpatient sites include emergency and urgent care centers, medical centers, laboratory centers, pharmacies, rehabilitation centers, imaging centers, senior living and nursing homes, wellness and fitness centers and home care and hospice. Beaumont is committed to education and has medical affiliations with Oakland University William Beaumont School of Medicine, Michigan State University School of Medicine, and Wayne State University School of Medicine. In 2020, Beaumont provided graduate medical education to 903 residents and fellows and had 77 residency and fellowship programs.Beaumont has eight trauma centers consisting of Beaumont Hospital Farmington Hills (Level 2), Beaumont Hospital Dearborn (Level 2), Beaumont Hospital Grosse Pointe (Level 3), Beaumont Hospital Royal Oak (Level 1), Beaumont Taylor (Level 4), Beaumont Hospital Trenton (Level 2), Beaumont Hospital Wayne (Level 2) and Beaumont Troy (Level 2). Beaumont operates emergency centers at each of its eight hospitals, including the newly expanded center at Royal Oak. Beaumont operates the only 24/7 emergency room in Canton Township, a community of about 80,000 in western Wayne County. In addition, Beaumont leads and participates in emergency and disaster planning to protect the health and safety of the southeast Michigan community. Further, Beaumont has been an innovator in green practices to improve environmental and community health through its "green teams and energy management teams that continually work on reducing the carbon footprint across the system. Patient and Family Centered Care (PFCC) is embedded in all that we do at Beaumont. This involves the planning, delivery, and evaluation of health care built on mutually beneficial partnerships among patients, families, and providers shaped by patient preference. PFCC is about working with patients and families as partners in care rather than doing to and for them. This approach is also used by Beaumont in the communities we serve. To most effectively design and implement community health programming, community members, city and school leaders, nonprofit organizations, business, faith-based organizations and others all come together in community coalitions to assist with the Community Health Needs Assessment (CHNA) and create action teams that coordinate services, programs and events to maximize resources and reduce duplication of efforts.Beaumont furthers its exempt purpose by promoting the promotion of community health in the communities served. To move the needle on health priorities identified in the CHNA, Beaumont supports multi-sector coalitions involving community residents, public health, city and school leaders, business, faith organizations, nonprofits, and others to work together to improve health. In 2020, over 800 community members sat on these coalitions with action teams targeting healthy eating, healthy schools, healthy at work, health environments and diversity and inclusion. These coalitions guide our work in the community in the delivery of programs, services and events targeting health and wellness that are provided at no charge to community members. Other services provided to the community are the certified application counselors to assist in enrollment in the health insurance marketplace and Medicaid, numerous free health screenings, diabetes prevention programs, nutrition programs, school nutrition and activity programs in over 30 sites, community health education, participation in the Gift of Life program, hosting family/community safety days that enhance the health of our communities, sponsorships to community organizations, financial and in-kind support to community health clinics that provide free or reduced healthcare to vulnerable populations, a free app and walking programs in the community to promote active living, 7 for $70 cardiovascular screening, support to community organizations with Beaumont leaders sitting on many nonprofit boards, career days, job shadowing and internships with local schools, medical outreach to homeless populations, a medical library open to the public, free heart screenings for youth, free mammograms for those in need, and a Stop the Bleed training program for the community. Numerous physicians, nurses, residents, and employees of Beaumont volunteer in the community in addition to serving on local committees, task forces, coalitions, and boards that are related to health and health needs.This tax return reflects the activities of William Beaumont Hospital. In addition to the activities above, the three hospitals as part of Beaumont Health (formerly William Beaumont Hospital) provide a wealth of programs and services that support community health. Community health staff conduct their health promotion activities through community coalitions to ensure community engagement and involvement in services, programs and events promote health and wellness in their communities. The Center for Exceptional Families provides a wide range of health services for children with multiple disabilities and their families.

Schedule H (Form 990) 2020

Additional Data

Software ID:
Software Version:

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

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

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2020

Open to Public
Inspection

Name of the organization
William Beaumont Hospital

Employer identification number
38-1459362

Part I

General Information on Grants and Assistance

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? ........................

Yes No

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 noncash assistance	(h) Purpose of grant or assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
(11)
(12)

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2020

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
(1) Medical Resident Stipends	504	30,254,629
(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:

William Beaumont Hospital makes contributions primarily to organizations that have been recognized by the IRS as tax-exempt charitable organizations under IRC section 501(c)(3). Government grants received by William Beaumont Hospital are monitored by their respective departments. William Beaumont Hospital follows these guidelines and is subject to an A-133 audit annually upon meeting the expenditure threshold. William Beaumont Hospital awards scholarships annually to employees, family members, and student volunteers. The employees apply and applications are reviewed by an impartial selection committee. The committee is comprised of representatives from human resources, nursing/allied health, volunteer services, finance, and the foundation. Applicants are scored using several key criteria, then ranked accordingly. In conjunction with the organization's graduate medical education program summarized in program service accomplishments, William Beaumont Hospital paid medical resident stipends to approximately 504 residents in the amount of $30,254,629 during 2020.

Schedule I (Form 990) 2020

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
Graphic Arrow

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
Graphic Arrow

Attach to Form 990.
Graphic Arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

William Beaumont Hospital

Employer identification number

38-1459362

Part I

Questions Regarding Compensation

Yes

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.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on 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 .....

Yes

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 on Line 1a? ....

Yes

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.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

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:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? .........

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.

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:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

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:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

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 ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2020

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
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1John Fox President & CEO	(i) (ii)	1,564,725 ------------- 0	2,540,140 ------------- 0	824,677 ------------- 0	1,460,721 ------------- 0	31,782 ------------- 0	6,422,045 ------------- 0	593,090 ------------- 0
2Kongkrit Chaiyasate Plastic Reconstructive Surgeon	(i) (ii)	1,944,331 ------------- 0	215,828 ------------- 0	23,010 ------------- 0	19,850 ------------- 0	39,014 ------------- 0	2,242,033 ------------- 0	0 ------------- 0
3Carolyn Wilson EVP & Chief Operating Officer	(i) (ii)	993,205 ------------- 0	487,039 ------------- 0	24,402 ------------- 0	499,583 ------------- 0	26,720 ------------- 0	2,030,949 ------------- 0	276,969 ------------- 0
4David Wood MD Director	(i) (ii)	718,092 ------------- 0	361,316 ------------- 0	166,650 ------------- 0	373,163 ------------- 0	30,352 ------------- 0	1,649,573 ------------- 0	205,473 ------------- 0
5John Kerndl EVP & Chief Financial Officer	(i) (ii)	705,283 ------------- 0	340,465 ------------- 0	7,482 ------------- 0	356,706 ------------- 0	42,341 ------------- 0	1,452,277 ------------- 0	193,616 ------------- 0
6Mohamad Rasm Alsibae Transplant Hepatology Surgeon	(i) (ii)	601,209 ------------- 0	666,769 ------------- 0	22,658 ------------- 0	19,850 ------------- 0	33,631 ------------- 0	1,344,117 ------------- 0	0 ------------- 0
7Mohammad Chisti Physician	(i) (ii)	789,362 ------------- 0	326,576 ------------- 0	19,796 ------------- 0	0 ------------- 0	48,251 ------------- 0	1,183,985 ------------- 0	0 ------------- 0
8Matthew Trunsky Director PCU	(i) (ii)	568,098 ------------- 0	501,467 ------------- 0	7,457 ------------- 0	19,850 ------------- 0	48,058 ------------- 0	1,144,930 ------------- 0	0 ------------- 0
9Susan Grant EVP & Chief Nursing Officer	(i) (ii)	558,000 ------------- 0	269,750 ------------- 0	11,970 ------------- 0	283,635 ------------- 0	16,203 ------------- 0	1,139,558 ------------- 0	153,401 ------------- 0
10Nancy Susick President Royal Oak	(i) (ii)	531,630 ------------- 0	216,146 ------------- 0	88,770 ------------- 0	256,583 ------------- 0	41,279 ------------- 0	1,134,408 ------------- 0	103,967 ------------- 0
11Stephen Galens Director Telemetry Unit	(i) (ii)	575,060 ------------- 0	451,497 ------------- 0	9,855 ------------- 0	19,850 ------------- 0	39,271 ------------- 0	1,095,533 ------------- 0	0 ------------- 0
12Samuel Flanders MD SVP/Chief Qual. & Safety Off	(i) (ii)	551,326 ------------- 0	257,649 ------------- 0	33,938 ------------- 0	174,050 ------------- 0	34,101 ------------- 0	1,051,064 ------------- 0	136,693 ------------- 0
13Aaron Gillingham End 120 SVP, Chief HR Off., CIO	(i) (ii)	461,467 ------------- 0	259,599 ------------- 0	1,525 ------------- 0	207,677 ------------- 0	29,996 ------------- 0	960,264 ------------- 0	103,720 ------------- 0
14James Lynch MD President-Grosse Pointe & Troy	(i) (ii)	472,158 ------------- 0	219,804 ------------- 0	29,880 ------------- 0	148,050 ------------- 0	34,361 ------------- 0	904,253 ------------- 0	119,257 ------------- 0
15Barbara Ducatman CMO - Royal Oak (Start 4/20)	(i) (ii)	620,139 ------------- 0	64,107 ------------- 0	41,598 ------------- 0	85,700 ------------- 0	34,632 ------------- 0	846,176 ------------- 0	0 ------------- 0
16Hans Keil SVP & CIO (Start 1/20)	(i) (ii)	356,803 ------------- 0	155,000 ------------- 0	39,635 ------------- 0	165,771 ------------- 0	34,738 ------------- 0	751,947 ------------- 0	0 ------------- 0
17Nicholas Gilpin CMO - Grosse Pointe	(i) (ii)	317,422 ------------- 0	73,129 ------------- 0	19,346 ------------- 0	64,450 ------------- 0	23,817 ------------- 0	498,164 ------------- 0	43,794 ------------- 0
18Leslie Rocher CMO - Royal Oak (End 4/20)	(i) (ii)	121,944 ------------- 0	208,626 ------------- 0	102,262 ------------- 0	19,850 ------------- 0	4,653 ------------- 0	457,335 ------------- 0	179,985 ------------- 0
19Michael Khoury CMO - Troy	(i) (ii)	240,272 ------------- 0	29,225 ------------- 0	1,703 ------------- 0	17,738 ------------- 0	36,997 ------------- 0	325,935 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2020

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation
Part I, Line 1a	John T. Fox received a gross-up payment which was treated as taxable compensation. John T. Fox, in alignment with his duties as CEO of Beaumont Health, has use of country club memberships for networking and meeting purposes. Any personal use of these memberships is calculated and added as taxable compensation.
Part I, Line 4b:	William Beaumont Hospital and its related organizations (the System) provide certain supplemental retirement benefits to certain officers, key employees and physicians. These benefits are provided through a non-qualified deferred compensation plan, under which the benefits being earned are subject to a substantial risk of forfeiture. To become entitled to the benefits being provided, each covered employee must meet specified requirements relating to further employment. Until those requirements are satisfied, the employee is not entitled to these amounts. If the employee were to have terminated employment voluntarily in the year to which this return applies, those supplemental retirement benefits would not have been paid out. It should be noted that these supplemental retirement benefits are part of a retirement program that provides retirement income for all years of service that the employee provides to the organization. Any retirement benefits should be viewed as applying to the entire length of the employee's service to the organization. The following individual(s) listed on Part VII received supplemental non-qualified plan payments during the calendar year: John Fox, non-qualified plan distribution, SERP 457(f): $772,738 Leslie Rocher, non-qualified plan distribution, SERP 457(f), $79,714 David Wood, MD, non-qualified plan distribution, SERP 457(f), $133,700 Nancy Susick, non-qualified plan distribution, SERP 457(f), $61,467
Part III:	Executive compensation at Beaumont Health. Background Beaumont Health's executive compensation philosophy and program aligns with our strategic objectives, which contribute to the health and well-being of the residents throughout the communities we serve. As Beaumont looks to retain strong talent in both executive and non-executive positions across the organization, similar philosophies are utilized, which align with our organizational values of compassion, respect, integrity, teamwork, and excellence. To successfully lead such a large, complex organization like Beaumont Health, highly talented executive leadership is essential. Successful recruiting, retention and motivation of leaders requires nationally competitive compensation and benefits. Beaumont also considers recruiting executive leaders who could choose positions in industry sectors other than health care. Based on a rigorous objective methodology, including review of an independent consultant's Written Reasonableness Assessment Opinion and their national market data from other health systems, assessment of job responsibilities, evaluation of qualifications, and review and approval by a board committee comprised of independent and disinterested directors, Beaumont Health is confident that our executives' 2020 compensation is both competitive and reasonable. Philosophy Our executive compensation programs are based on the following key attributes: - Beaumont provides market competitive compensation and benefits that are commonly provided by health systems of our size and complexity. Beaumont executive compensation is also aligned with the performance of the organization. - Performance metrics are tied to key strategic objectives - most of an executive's compensation at Beaumont is dependent on how the organization performs on key goals and metrics including patient safety, quality of care, and patient experience and satisfaction. - In 2020, the Organization & Compensation Committee also took into account the leadership team's monumental efforts to ensure care and safety for our patients and employees during the pandemic which began in March 2020. The executive team voluntarily took a temporary reduction in salary during COVID as one cost-saving measure the system implemented to assist with financial instability during uncertain times. As such, a substantial portion of an executive's incentive pay is 'at-risk' (not guaranteed) based on organizational performance. Some of the 'at risk' pay is awarded over a multi-year period and there are no guarantees the entire amount will be paid. The executive's actual take home pay in any given year might be less than the total compensation as reported on the 990 if the organization's objectives over multiple years are not achieved. Further, Column E of Schedule J of the 990 can be easily misinterpreted and is often overstated due to counting compensation accrued in a given year, but not yet vested. To avoid inadvertently "double counting" compensation, the best reflection of a single year's compensation is Schedule J Column B totaling Columns (i) through (iii) for 2020, which contains the most accurate source of information related to an executive's paid compensation in any given year. Year to year, an executive's total compensation will vary based on organizational performance as well as the scheduled timing of payments of amounts earned but not yet vested in earlier years. Governance of Executive Compensation Beaumont is committed to maintaining high standards of corporate governance. Our corporate governance process is compliant, transparent and ensures compensation is administered in a fair and equitable manner consistent with IRS guidelines. Executive compensation is governed by the Organization and Compensation Committee (OCC) of the board of directors of Beaumont Health, the parent organization of a multi-entity health system. The committee is comprised of independent board members who have no conflicts of interest as it relates to the organization's executive compensation. The committee is responsible for: - Reviewing, validating and approving performance goals and metrics related to the executive's at-risk compensation plans. - Reviewing, validating and approving performance achieved on the executive at-risk compensation plans. - Reviewing and approving compensation for each member of the organization's senior leadership team. - Ensuring compensation is reasonable and appropriate based on performance achieved and the organization's mission. The independent committee also receives support from outside advisors with expertise in health care organizations and executive compensation.

Schedule J (Form 990) 2020

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Schedule K
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information on Tax-Exempt Bonds

Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
SchKMediumBullet

Attach to Form 990.
SchKMediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public
Inspection

Name of the organization
William Beaumont Hospital

Employer identification number
38-1459362

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
(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	Yes	No	Yes	No	Yes	No
A	City of Royal Oak Hospital Finance Authority	38-6004646	780486HD1		468,172,825	See Part VI		X		X		X
B	City of Royal Oak Hospital Finance Authority	38-6004646	000000000		100,000,000	See Part VI.		X		X		X

Part Ⅱ

Proceeds

	A		B		C		D
	1 Amount of bonds retired ..................	72,500,000		50,000,000
2 Amount of bonds legally defeased ..............
3 Total proceeds of issue ..................	468,172,825		100,000,000
4 Gross proceeds in reserve funds .............
5 Capitalized interest from proceeds .............
6 Proceeds in refunding escrows ...............
7 Issuance costs from proceeds ...............	3,305,964
8 Credit enhancement from proceeds .............
9 Working capital expenditures from proceeds .............
10 Capital expenditures from proceeds .............
11 Other spent proceeds .............	464,866,861		100,000,000
12 Other unspent proceeds .............
13 Year of substantial completion .............
	Yes	No	Yes	No	Yes	No	Yes	No
14 Were the bonds issued as part of a current refunding issue of tax-exempt bonds (or, if issued prior to 2019, a current refunding issue)? ........		X	X
15 Were the bonds issued as part of an advance refunding issue of taxable bonds (or, if issued prior to 2019, an advance refunding issue)? ........	X			X
16 Has the final allocation of proceeds been made? ..........	X		X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? ..................	X		X

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50193E

Schedule K (Form 990) 2020

Page 2

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
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............		X		X
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............	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
c Are there any research agreements that may result in private business use of bond-financed property? .............		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?
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 ....	0.700 %		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 .........	0 %		0 %
6 Total of lines 4 and 5 .............	0.700 %		0 %
7 Does the bond issue meet the private security or payment test? ...		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
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

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
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......		X		X
b Exception to rebate? ........		X	X
c No rebate due? .........	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

Schedule K (Form 990) 2020

Page 3

Part Ⅳ

Arbitrage (Continued)

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?		X		X
b Name of provider ..........
c Term of hedge .........
d Was the hedge superintegrated? ......
e Was the hedge terminated? ........
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?		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
7 Has the organization established written procedures to monitor the requirements of section 148? ...		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

Part Ⅵ

Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).

Return Reference	Explanation
Part I, Column F:	Description of purpose: Bond A - (2014D) Refinance series 2009V issued 1/28/2009. Bond B - (2012 Y&Z) Refinance portion of series 2001M issued 5/31/2001.
Part IV, Line 2, Column A:	Date of rebate computation was 1/10/2019.
Part VI, Line 6, Column A:	This question is being answered without regard to a yield restricted advance refunding escrow financed with the proceeds of the bond.

Schedule K (Form 990) 2020

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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

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2020

Open to Public
Inspection

Name of the organization

William Beaumont Hospital

Employer identification number

38-1459362

Return Reference	Explanation
Form 990, Part I, Item C	DBA: Beaumont Hospital, Troy DBA: Beaumont Hospital, Grosse Pointe
Form 990, Part VI, Section A, line 2	The following individuals have a business relationship because they are board members or shared officers of a taxable entity within the Beaumont Health system: John Fox John Kerndl Gerson Cooper John Nemes David Wood, MD Samuel Flanders, MD Leslie Rocher, MD James Lynch, MD
Form 990, Part VI, Section A, line 6	Beaumont Health is the sole corporate member of William Beaumont Hospital.
Form 990, Part VI, Section A, line 7a	Beaumont Health, the parent corporation and sole member of William Beaumont Hospital, has the right to elect one or more members of William Beaumont Hospital's governing body.
Form 990, Part VI, Section A, line 7b	Beaumont Health as the corporate member of William Beaumont Hospital has designated reserved powers over William Beaumont Hospital's operations including but not limited to budget, acquisitions, capital projects and participation in joint ventures.
Form 990, Part VI, Section B, line 11b	Form 990 was subjected to a multi-step review process prior to filing with the government by the statutory due date. Form 990 is prepared by Beaumont Health treasury administration reviewed by that department's management, and subsequently reviewed by the filing entity's paid preparer. As the final step in this review process, a copy of the final filing version of Form 990 is provided electronically to each voting member of William Beaumont Hospital's governing body for their review prior to the form being filed.
Form 990, Part VI, Section B, line 12c	Beaumont Health, the parent corporation and sole member of William Beaumont Hospital, recognizes that it has an obligation to its patients its payors, its designees and the communities it serves to observe the highest level of integrity to ensure clinical, business and academic decision making is not compromised by financial or other relationships with industry. The Corporate Compliance Office, with the assistance of human resources and specific individual departments, will coordinate upon hire and each calendar year thereafter a process of obtaining conflict of interest/disclosure of remuneration statements. All areas of the institution will follow the human resources hiring process protocol to assure compliance with the conflict of interest program, at any time when a designee becomes involved in a relationship that is or may be perceived to be a conflict of interest, the designee must complete the conflict of interest/disclosure of remuneration statement and forward to the Corporate Compliance Officer. A conflict of interest or need to disclose remuneration may exist if a Beaumont designee or any member of their intermediate family receives compensation in any form for services rendered in any capacity to any organization or individual that has any past, present or prospective business dealings with Beaumont, if such compensation might be reasonably construed as tending to prevent the designee from acting solely and wholly in the best interest of Beaumont Health.
Form 990, Part VI, Section B, line 15	Beaumont Health's Board of Directors, of which William Beaumont Hospital is affiliated, has duly appointed an Organization and Compensation Committee (the "Committee"), which is responsible for the review and approval of compensation and benefits provided to Beaumont and its affiliated members' executive management teams. The Committee has adopted a written executive compensation philosophy statement governing the work and review process of the Committee. The Committee follows the procedures described in the philosophy statement when it reviews and approves the compensation and employee benefits provided to senior management, including the Chief Executive Officer and other officers. The Committee reviews all aspects of compensation, including current and deferred compensation, and benefits, including qualified and non-qualified benefits. The Committee meets four times a year and approves compensation and benefits only to the extent that the Committee has concluded that the compensation and benefits constitute no more than reasonable compensation for each executive. The Committee consists of six members, all of whom are disinterested members of the Board of Directors. The Committee works with an independent compensation consultant to prepare and review in advance comprehensive data showing the compensation provided by similarly situated organizations for functionally similar positions. The Committee also prepares a timely and thorough written record of its deliberations and conclusions. As a result, the Committee's review process is designed to satisfy the procedural criteria necessary to qualify for the rebuttable presumption of reasonableness under the federal income tax law intermediate sanctions rules. The Committee has expressly determined that the total compensation provided is reasonable, based on the review of the market data presented by the independent compensation consultant and on the review of all other relevant facts and circumstances.
Form 990, Part VI, Section C, line 19	The Organization will provide any documents that are required to be open for public inspection to the public upon request.
Form 990, Part VI, Line 16:	The Organization exercises due diligence in the oversight of any new joint ventures and routinely consults with tax consultants on the matter, if applicable.
Form 990, Part VII, Section B, Line 1:	The health system has a centralized accounts payable function and, as such, all 1099's are issued by Beaumont Health.
Form 990, Part XI, line 9:	Capital Released From Restriction 9,161,901. Pension Adjustment -64,766,304. Other Transfers to Affiliates 224,227,928.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2020

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SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

William Beaumont Hospital

Employer identification number

38-1459362

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) Beaumont West Bloomfield ASC LLC 26901 Beaumont Blvd Southfield,MI48033 20-3699064	Clinical Operations	MI	0	0	William Beaumont Hospital
(2) Macomb Township ASC LLC 26901 Beaumont Blvd Southfield,MI48033 20-2632548	Clinical Operations	MI	0	0	William Beaumont Hospital
(3) Beaumont United Care Partners 3601 West Thirteen Mile Road Southfield,MI48073 46-2536469	Clinical Operations	MI	0	0	William Beaumont Hospital

Part II

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

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(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	Yes	No
(1)Beaumont Health 26901 Beaumont Blvd Southfield,MI48033 46-5718220	Parent Company of the Health System	MI	501(c)(3)	12C, III-FI	N/A		No
(2)Beaumont Medical Transportation Service 950 W Maple Suite C Troy,MI48084 26-0203703	Medical Transportation Services	MI	501(c)(3)	10	Beaumont Health	Yes
(3)Botsford Continuing Care Corporation 26901 Beaumont Blvd Southfield,MI48033 38-2549505	Long Term Nursing Care	MI	501(c)(3)	10	Botsford General Hospital	Yes
(4)Botsford General Hospital 26901 Beaumont Blvd Southfield,MI48033 38-1426919	Hospital	MI	501(c)(3)	3	Beaumont Health	Yes
(5)Community Emergency Medical Service Inc 25400 W Eight Mile Road Southfield,MI48033 38-2410823	Emergency Medical Services	MI	501(c)(3)	10	Botsford General Hospital	Yes
(6)Michigan Mobile PET Imaging 26901 Beaumont Blvd Southfield,MI48033 33-1086165	Mobile PET Scanning	MI	501(c)(3)	12A, I	Oakwood Healthcare Inc	Yes
(7)Oakwood Healthcare Inc 26901 Beaumont Blvd Southfield,MI48033 38-1405141	Hospital	MI	501(c)(3)	3	Beaumont Health	Yes
(8)Oakwood United Hospitals Inc 26901 Beaumont Blvd Southfield,MI48033 38-2837961	Facility Leasing	MI	501(c)(3)	12A, I	Oakwood Healthcare Inc	Yes
(9)Oakwood Home Care Services 26901 Beaumont Blvd Southfield,MI48033 38-2877338	Home Health Services	MI	501(c)(3)	10	Oakwood Healthcare Inc	Yes
(10)Oakwood Health Promotions Inc 26901 Beaumont Blvd Southfield,MI48033 38-2601965	Assisted and Resident Care Facilities	MI	501(c)(3)	10	Oakwood Healthcare Inc	Yes
(11)Beaumont Health Foundation 26901 Beaumont Blvd Southfield,MI48033 36-4852171	Foundation	MI	501(c)(3)	7	Beaumont Health	Yes
(12)Beaumont Medical Group-Hospital Based Services 26901 Beaumont Blvd Southfield,MI48033 82-2768899	Physician Support Services	MI	501(c)(3)	10	Beaumont Health	Yes
(13)Beaumont Medical Group-Primary Care Services 26901 Beaumont Blvd Southfield,MI48033 82-2796539	Physician Support Services	MI	501(c)(3)	10	Beaumont Health	Yes
(14)Beaumont Medical Group-Specialty Services 26901 Beaumont Blvd Southfield,MI48033 82-2784244	Physician Support Services	MI	501(c)(3)	10	Beaumont Health	Yes

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2020

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
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity		(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership
(1) Dearborn Schaeffer Office Company LLC One Town Square Suite 1600 Southfield,MI48076 26-2448025	Real Estate	MI	N/A					No			No
(2) Oakmed LLC 1938 Woodslee Drive Troy,MI48083 46-1459737	Private Duty Nursing	MI	N/A					No			No
(3) Beaumont Kidney Specialty Services LLC 26400 West Twelve Mile Road Southfield,MI48034 26-2200439	Dialysis Services	MI	William Beaumont Hospital	Related	-10,682	-65,260		No			No	55.900 %

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?
(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	Yes	No
(1) Beaumont Indemnity Company Ltd 23 Lime Tree Bay Avenue Grand Cayman CJ 98-0512415	Premium Deposits	CJ	William Beaumont Hospital	C		78,175,624	100.000 %	Yes
(2) Beaumont Nursing Home Services Inc 26901 Beaumont Blvd Southfield,MI48033 38-2799842	Assisted Care Living	MI	William Beaumont Hospital	C	1,423	1,539,324	100.000 %	Yes
(3) Beaumont Physicians Insurance Company Inc 26901 Beaumont Blvd Southfield,MI48033 27-4261262	Professional Insurance	MI	William Beaumont Hospital	C		14,383,980	100.000 %	Yes
(4) Botsford Commons Property Assocation 26901 Beaumont Blvd Southfield,MI48033 38-3203663	Property Management	MI	N/A	C				Yes
(5) Oakwood Affiliated Ventures Inc and Subsidiaries 26901 Beaumont Blvd Southfield,MI48033 37-1753159	Office of Physicians/Non-Residental	MI	N/A	C				Yes
(6) Parastar Emergency Systems Inc 26901 Beaumont Blvd Southfield,MI48033 38-2755982	Management Dispatch Services	MI	N/A	C				Yes

Schedule R (Form 990) 2020

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

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 .....................

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

Yes

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

Yes

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

o Sharing of paid employees with related organization(s) ............................

p Reimbursement paid to related organization(s) for expenses ............................

q Reimbursement paid by related organization(s) for expenses ............................

r Other transfer of cash or property to related organization(s) ............................

Yes

s Other transfer of cash or property from related organization(s) ............................

Yes

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) Beaumont Health	S	1,133,577,489	FMV
(2) Beaumont Health	E	716,428,135	FMV
(3) Beaumont Medical Group-Hospital Based Services	R	97,476,495	FMV
(4) Beaumont Medical Group-Primary Care Services	S	16,117,428	FMV
(5) Oakwood Healthcare Inc	R	1,040,125,354	FMV
(6) Botsford General Hospital	S	260,044,339	FMV
(7) Botsford Continuing Care Corporation	S	24,340,861	FMV
(8) Beaumont Medical Group-Specialty Services	R	46,744,219	FMV
(9) Beaumont Health Foundation	C	9,860,535	FMV
(10) Beaumont Health Foundation	R	35,393,158	FMV

Schedule R (Form 990) 2020

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)	(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
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) 2020

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) 2020

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: To provide the highest quality healthcare service to all of our patients efficiently, effectively and compassionately, regardless of where they live or their financial circumstances.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	16
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	13
5	Total number of individuals employed in calendar year 2020 (Part V, line 2a) ......	5	25,033
6	Total number of volunteers (estimate if necessary) .............	6	1,262
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	77,544,679
b	Net unrelated business taxable income from Form 990-T, line 39 .........	7b	357,574

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	15,422,844	175,445,092
9	Program service revenue (Part VIII, line 2g) .........	2,584,873,036	2,341,593,056
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	82,014,390	91,716,063
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	183,187,394	194,993,596
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	2,865,497,664	2,803,747,807
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	29,778,598	30,255,371
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)	1,700,856,883	1,680,329,938
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	942,189,871	895,526,140
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	2,672,825,352	2,606,111,449
19	Revenue less expenses. Subtract line 18 from line 12.......	192,672,312	197,636,358
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	4,096,846,927	4,963,783,606
21	Total liabilities (Part X, line 26).............	2,193,683,078	2,627,705,879
22	Net assets or fund balances. Subtract line 21 from line 20.....	1,903,163,849	2,336,077,727

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 1,267,238,774 including grants of $ 15,584,424 ) (Revenue $ 1,267,968,369 )
	William Beaumont Hospital (dba Beaumont Health System ("Beaumont or "The System")), a Michigan non-profit corporation, operates a broad network of health care delivery organizations in Oakland, Macomb, and Wayne counties in Southeastern Michigan. At its core, Beaumont's focus is to provide the highest quality health care services safely, effectively, and compassionately to all patients irrespective of their ability to pay. The System has three acute care hospitals with a total licensed bed complement of 1,941 beds. for the tax year ended December 31, 2020, Beaumont's Hospitals registered 90,974 admissions, 65,078 total surgeries, 10,798 births and 229,466 emergency visits.Beaumont opened on Jan. 24, 1955, as a 238-bed community hospital in Royal Oak, Michigan. Today, that hospital is a 1,131-bed major academic and referral center with level 1 trauma status. It was Michigan's first magnet-designated hospital for nursing excellence, and it is an associate member of the National Association of Children's Hospitals and related institutions.A second Beaumont hospital opened in Troy in 1977 as a 200-bed acute care community teaching hospital. It is now among the nation's busiest community hospitals with 530 beds. In 2019, Beaumont, Troy received magnet status.In October 2007, Beaumont became a regional health provider when it acquired a third community hospital with 280 beds in Grosse Pointe. Ninety medical and surgical specialties are represented on the Beaumont medical staffs of over 3,100 physicians.A major teaching facility, Beaumont has 40 accredited residency and fellowship programs with more than 450 residents and fellows and partnered with Oakland University to establish the Oakland University William Beaumont School of Medicine in 2011. For undergraduate training, Beaumont is affiliated with the University of Michigan and Wayne State University Schools of Medicine. Beaumont also has nursing affiliations with area schools, including a top-ranked Certified Registered Nurse Anesthetist School.Among other recognized inpatient divisions, Beaumont operates heart, cancer, and urology centers where patients in the community and patients from around the world receive state of the art treatment without regard to their financial circumstances.As part of its commitment to the community and surrounding areas, Beaumont operates a highly regarded neonatal intensive care unit which cares for the sickest babies.Regarding care for seniors in its community, Beaumont has special geriatric services dedicated to serving older adults and their families with state-of-the-art technology, teams of specialists and a host of programs specially designed for senior citizens.In March of 2020, Covid-19 began to take full-effect in the United States and Michigan. This now global pandemic has led to many challenges and changes in the healthcare industry as a whole. Some specific actions and programs that Beaumont Health put into place include: Strategic critical inventory management, including tracking of global production trends of vital equipment, purchasing, and stockpiling, standardization of equipment, such as ventilators and management of cardiac monitors, HEPA units, IT and facility infrastructure, etc. Activation of various pandemic protocols including the 24/7 Corporate and Site Emergency Operations Centers (EOCs). Continued EOC communication with interdisciplinary site leaders throughout the System. Developed EOC Data Dashboards for access to all leaders. Evaluation and re-deployment of labor pool activities including Beaumont Medical Group and Ambulatory staffing resources to support hospitals during surge events. Coordinated with Local, State, and Federal governmental departments to assist with all public health initiatives, coordination of patient care, and tracking and transmission of Covid-19 data.Beaumont Health also implemented various community programs and initiatives to help lead the way during the Covid-19 pandemic response for the communities it serves. These programs included: Covid-19 hotline to provide information and support Curbside screening and testing sites Developing improved and altered standards of care in response to the latest Covid-19 guidance. Implementing Infection Prevention Activities such as visitor guidance/restrictions, enhanced security and crowd control management, and disseminating urgent information to providers, staff, and visitors. On-lining of community/employee vaccine clinics near the end of 2020.Implementation of the above programs and protocols, along with near-unprecedented changes in patient volumes and the types of care and procedures that were available, has led to various changes in Beaumont Health's financial metrics. As the pandemic continues, Beaumont Health will move forward in providing compassionate, extraordinary care every day.

4b	(Code: ) (Expenses $ 1,046,564,292 including grants of $ 12,986,916 ) (Revenue $ 1,047,166,834 )
	Beaumont's mission extends beyond its campuses where it is a leader in providing outpatient health care services to all members of the community, including Medicaid patients, underinsured patients, and patients with no insurance at all. The System also includes numerous community-based medical centers in Macomb, Oakland And Wayne counties, housing two family medicine centers, physician offices, an ambulatory surgical center, diagnostic radiology, laboratory and rehabilitation services, extended care centers in Bloomfield Hills, Shelby Township, St. Clair Shores, Southfield and West Bloomfield, and an assisted-living facility in St. Clair Shores. In-home care services include nursing, infusion medical equipment and hospice and Beaumont Health Center in Royal Oak, with outpatient rehabilitation services, an interventional pain center, an anticoagulation medicine service, a hyperbaric medicine program and the Beaumont weight control. In 2020, Beaumont recorded 3,535,596 outpatient ancillary visits system-wide. All of these outpatient services are provided to patients on a non-discriminatory basis and irrespective of ability to pay.In March of 2020, Covid-19 began to take full-effect in the United States and Michigan. This now global pandemic has led to many challenges and changes in the healthcare industry as a whole. Some specific actions and programs that Beaumont Health put into place include: Strategic critical inventory management, including tracking of global production trends of vital equipment, purchasing, and stockpiling, standardization of equipment, such as ventilators and management of cardiac monitors, HEPA units, IT and facility infrastructure, etc. Activation of various pandemic protocols including the 24/7 Corporate and Site Emergency Operations Centers (EOCs). Continued EOC communication with interdisciplinary site leaders throughout the System. Developed EOC Data Dashboards for access to all leaders. Evaluation and re-deployment of labor pool activities including Beaumont Medical Group and Ambulatory staffing resources to support hospitals during surge events. Coordinated with Local, State, and Federal governmental departments to assist with all public health initiatives, coordination of patient care, and tracking and transmission of Covid-19 data.Beaumont Health also implemented various community programs and initiatives to help lead the way during the Covid-19 pandemic response for the communities it serves. These programs included: Covid-19 hotline to provide information and support Curbside screening and testing sites Developing improved and altered standards of care in response to the latest Covid-19 guidance. Implementing Infection Prevention Activities such as visitor guidance/restrictions, enhanced security and crowd control management, and disseminating urgent information to providers, staff, and visitors. On-lining of community/employee vaccine clinics near the end of 2020.Implementation of the above programs and protocols, along with near-unprecedented changes in patient volumes and the types of care and procedures that were available, has led to various changes in Beaumont Health's financial metrics. As the pandemic continues, Beaumont Health will move forward in providing compassionate, extraordinary care every day.

4c	(Code: ) (Expenses $ 136,936,073 including grants of $ 1,684,031 ) (Revenue $ 137,014,912 )
	The emergency care centers at the three hospitals in the System are staffed and equipped to handle the most severe illnesses and injuries as well as minor traumas that require medical attention. Beaumont, Royal Oak is a Level 1 trauma center designated by the American College of Surgeons. The System treated 229,466 individuals in its emergency centers in 2020. Beaumont provides these medical services regardless of the patient's ability to pay and treats everyone regardless of their financial circumstances.In March of 2020, Covid-19 began to take full-effect in the United States and Michigan. This now global pandemic has led to many challenges and changes in the healthcare industry as a whole. Some specific actions and programs that Beaumont Health put into place include: Strategic critical inventory management, including tracking of global production trends of vital equipment, purchasing, and stockpiling, standardization of equipment, such as ventilators and management of cardiac monitors, HEPA units, IT and facility infrastructure, etc. Activation of various pandemic protocols including the 24/7 Corporate and Site Emergency Operations Centers (EOCs). Continued EOC communication with interdisciplinary site leaders throughout the System. Developed EOC Data Dashboards for access to all leaders. Evaluation and re-deployment of labor pool activities including Beaumont Medical Group and Ambulatory staffing resources to support hospitals during surge events. Coordinated with Local, State, and Federal governmental departments to assist with all public health initiatives, coordination of patient care, and tracking and transmission of Covid-19 data.Beaumont Health also implemented various community programs and initiatives to help lead the way during the Covid-19 pandemic response for the communities it serves. These programs included: Covid-19 hotline to provide information and support Curbside screening and testing sites Developing improved and altered standards of care in response to the latest Covid-19 guidance. Implementing Infection Prevention Activities such as visitor guidance/restrictions, enhanced security and crowd control management, and disseminating urgent information to providers, staff, and visitors. On-lining of community/employee vaccine clinics near the end of 2020.Implementation of the above programs and protocols, along with near-unprecedented changes in patient volumes and the types of care and procedures that were available, has led to various changes in Beaumont Health's financial metrics. As the pandemic continues, Beaumont Health will move forward in providing compassionate, extraordinary care every day.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses2,450,739,139

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	21,811,272	96,486	4,823,274

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d	9,860,535
e	Government grants (contributions)		1e	159,842,440

f	All other contributions, gifts, grants, and similar amounts not included above		1f	5,742,117

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		175,445,092

		Business Code
2a	Inpatient	622110	1,172,847,692	1,172,847,692
b	Outpatient	622110	1,042,009,061	968,610,287	73,398,774
c	Emergency	622110	126,736,303	126,736,303
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		2,341,593,056

3 Investment income (including dividends, interest, and othersimilar amounts) ......			89,950,685			89,950,685
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents		487,213	6a
b	Less: rental expenses		2,875,278	6b
c	Rental income or (loss)		-2,388,065	6c
d	Net rental income or (loss).......			-2,388,065			-2,388,065
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory	1,765,378		7a
b	Less: cost or other basis and sales expenses	0		7b
c	Gain or (loss)	1,765,378		7c
d	Net gain or (loss).........			1,765,378			1,765,378
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a	73,635,441
b	Less: cost of goods sold ..		10b	259,169
c	Net income or (loss) from sales of inventory..			73,376,272	73,376,272
Business Code			Miscellaneous Revenue
11a	Contr. Prov PPAP Uplif		900099	22,334,792	22,334,792
b	ARTS Revenue		900099	14,864,863	14,864,863
c	Cafe, TV, Phone		900099	9,279,923			9,279,923
d	All other revenue ....			77,525,811	73,379,906	4,145,905
e	Total. Add lines 11a–11d ......			124,005,389
12	Total revenue. See instructions.....			2,803,747,807	2,452,150,115	77,544,679	98,607,921

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	742	742
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	30,254,629	30,254,629
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	19,623,948		19,623,948
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........	1,281,148,271	1,267,465,924	13,682,347
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	62,085,866	58,643,681	3,442,185
9	Other employee benefits .......	228,477,471	223,886,677	4,590,794
10	Payroll taxes ...........	88,994,382	86,969,556	2,024,826
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	7,701,382		7,701,382
c	Accounting ...........	745,920		745,920
d	Lobbying ...........	214,386		214,386
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	2,672,764		2,672,764
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	199,679,335	145,685,957	53,993,378
12	Advertising and promotion ....	6,464,900	1,149,049	5,315,851
13	Office expenses .......	12,548,427	7,239,487	5,308,940
14	Information technology ......	2,793,396	1,835,163	958,233
15	Royalties ..
16	Occupancy ...........	132,170,672	120,311,668	11,859,004
17	Travel ............	1,235,469	1,054,964	180,505
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	4,277,665	3,887,882	389,783
20	Interest ...........	38,557,816	36,629,925	1,927,891
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	198,490,817	178,557,697	19,933,120
23	Insurance ...	26,859,420	26,052,367	807,053
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	Medical Supplies	175,561,617	175,561,617
b	Provider Tax QAAP and O	80,164,215	80,164,215
c	Bad Debt Provision	2,884,301	2,884,301
d	UBI Provision	2,503,638	2,503,638
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	2,606,111,449	2,450,739,139	155,372,310	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 if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			2,423,383	1	2,647,412
2	Savings and temporary cash investments .........			482,167,425	2	1,430,093,791
3	Pledges and grants receivable, net ......			313,714	3	651,960
4	Accounts receivable, net .............			521,106,853	4	356,368,859
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............			69,198,300	8	73,773,543
9	Prepaid expenses and deferred charges ......			46,652,316	9	72,669,273
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	4,767,465,749
b	Less: accumulated depreciation	10b	3,450,309,836	1,527,384,867	10c	1,317,155,913
11	Investments—publicly traded securities .			910,284,720	11	1,083,647,886
12	Investments—other securities. See Part IV, line 11 .....			298,863,574	12	256,245,822
13	Investments—program-related. See Part IV, line 11 ..			1,916,333	13	1,350,065
14	Intangible assets ...............			20,126,596	14	111,110,513
15	Other assets. See Part IV, line 11 ...........			216,408,846	15	258,068,569
16	Total assets. Add lines 1 through 15 (must equal line 33)...			4,096,846,927	16	4,963,783,606

17	Accounts payable and accrued expenses .....	378,840,114	17	375,179,836
18	Grants payable ...		18
19	Deferred revenue .........	11,944,249	19	54,515,545
20	Tax-exempt bond liabilities .........	460,672,826	20	460,657,826
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..	38,953,419	23	39,988,477
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	1,303,272,470	25	1,697,364,195
26	Total liabilities. Add lines 17 through 25..	2,193,683,078	26	2,627,705,879

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	1,896,144,152	27	2,326,902,578
28	Net assets with donor restrictions ...........	7,019,697	28	9,175,149
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	1,903,163,849	32	2,336,077,727
33	Total liabilities and net assets/fund balances ........	4,096,846,927	33	4,963,783,606

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). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
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; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
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). . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
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) .	Yes	No
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). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
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; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No