2013-05-13T12:33:54-05:00 2012-06-30 DELOITTE TAX LLP SUITE 900 600 RENAISSENCE CENTER DETROIT MI 482431895 990 2011-07-01 381443395 ST JOSEPH HEALTH SYSTEM STJO 9893620181 200 HEMLOCK STREET TAWAS CITY MI 48763 ANN BALFOUR 9893620181 2013-05-09 2013-05-13 2011 2016-02-24 21:20:13Z ANN BALFOUR 200 HEMLOCK STREET TAWAS CITY MI 48763 65061338 false X WWW.SJHSYS.ORG X 1955 MI AS A CATHOLIC HEALTH MINISTRY OF THE CHURCH, ST. JOSEPH HEALTH SYSTEM'S MISSION IS TO "PROVIDE SPIRITUALLY CENTERED, HOLISTIC CARE WHICH SUSTAINS AND IMPROVES THE HEALTH OF INDIVIDUALS AND COMMUNITIES." THIS INCLUDES ACTING AS ADVOCATES FOR A COMPASSIONATE AND JUST SOCIETY THROUGH OUR ACTIONS AND WORDS. A UNIVERSAL TENET OF CATHOLIC HEALTH ORGANIZATIONS' MISSION STATEMENTS IS CARE FOR ALL PERSONS, ESPECIALLY THE POOR AND VULNERABLE. THE CALL TO BRING GOD'S HEALING TO PERSONS IN NEED IS WHAT COMPELLED THE FOUNDERS OF VARIOUS ORGANIZATIONS TO VENTURE OUT INTO PARTS OF THIS NATION THAT, UNTIL THEIR ARRIVAL, HAD BEEN SORELY UNDERSERVED. FOR MORE THAN 250 YEARS, (58 FOR ST. JOSEPH HEALTH SYSTEM) CATHOLIC HEALTH CARE IN THE UNITED STATES HAS BEEN DRIVEN BY THAT SAME CALL AND HAS GROWN IN WAYS THAT COULD NOT HAVE BEEN IMAGINED. 11 8 617 200 168102 -22230 261102 340261 56421027 59345799 1959578 1058114 532695 4237334 59174402 64981508 8689 2149 0 31357586 31984979 0 118578 27483956 27599470 58850231 59586598 324171 5394910 55064786 55318675 27970627 27208536 27094159 28110139 X AS A CATHOLIC HEALTH MINISTRY OF THE CHURCH, ST. JOSEPH HEALTH SYSTEM'S MISSION IS TO "PROVIDE SPIRITUALLY CENTERED, HOLISTIC CARE WHICH SUSTAINS AND IMPROVES THE HEALTH OF INDIVIDUALS AND COMMUNITIES." THIS INCLUDES ACTING AS ADVOCATES FOR A COMPASSIONATE AND JUST SOCIETY THROUGH OUR ACTIONS AND WORDS. A UNIVERSAL TENET OF CATHOLIC HEALTH ORGANIZATIONS' MISSION STATEMENTS IS CARE FOR ALL PERSONS, ESPECIALLY THE POOR AND VULNERABLE. THE CALL TO BRING GOD'S HEALING TO PERSONS IN NEED IS WHAT COMPELLED THE FOUNDERS OF VARIOUS ORGANIZATIONS TO VENTURE OUT INTO PARTS OF THIS NATION THAT, UNTIL THEIR ARRIVAL, HAD BEEN SORELY UNDERSERVED. FOR MORE THAN 250 YEARS, (58 FOR ST. JOSEPH HEALTH SYSTEM) CATHOLIC HEALTH CARE IN THE UNITED STATES HAS BEEN DRIVEN BY THAT SAME CALL AND HAS GROWN IN WAYS THAT COULD NOT HAVE BEEN IMAGINED. false false 44432959 2149 59270321 ST. JOSEPH HEALTH SYSTEM (SJHS) PROVIDES A SUBSTANTIAL PORTION OF ITS SERVICES TO THE ELDERLY AND POOR. DURING THE FISCAL YEAR ENDING JUNE 30, 2012, APPROXIMATELY 49% OF THE VALUE OF SERVICES RENDERED WERE TO ELDERLY PATIENTS UNDER THE MEDICARE PROGRAM, AND APPROXIMATELY 16% OF THE SERVICES WERE PROVIDED TO PATIENTS WHO WERE DEEMED ELIGIBLE UNDER STATE, COUNTY, OR HEALTH SYSTEM FINANCIAL ASSISTANCE GUIDELINES. ST. JOSEPH HEALTH SYSTEM ACTIVELY PROVIDES FUNDING AND RESOURCES TO PROMOTE HEALTH SCREENINGS, WELLNESS ACTIVITIES, AND VARIOUS OTHER HEALTH EDUCATION PROGRAMS IN COMMUNITIES WE SERVE, TARGETING SCHOOLS, WOMEN'S HEALTH SEMINARS, HEALTH & WELLNESS SCREENS, AS WELL AS THE GENERAL PUBLIC. COMMUNITY BENEFITS ARE PROGRAMS OR ACTIVITIES THAT PROVIDE TREATMENT AND/OR PROMOTE HEALTH AND HEALING AS A RESPONSE TO IDENTIFIED COMMUNITY NEEDS. IN EFFORTS TO PROMOTE HEALTHY LIVING, ST. JOSEPH HEALTH SYTEM HAS MADE AVAILABLE THE FOLLOWING PROGRAMS TO THE COMMUNITY: SEE SCHEDULE H DURING THE FISCAL YEAR ENDING JUNE 30, 2012, OUR HOSPITAL TREATED 2,113 INPATIENT ADULTS AND CHILDREN IN THE COMMUNITY FOR A TOTAL OF 5,274 PATIENT DAYS OF SERVICE. THE HOSPITAL ALSO PROVIDED SERVICES TO 213,085 OUTPATIENTS, INCLUDING 3,225 OUTPATIENT SURGERY PATIENTS, 16,471 EMERGENCY ROOM VISITS, 14,491 HOMEBOUND VISITS, AND 4,741 HOSPICE DAYS. 44432959 true true false true false false false false false true true false false false true false false true false false false false false false false false true true false false true false false false false false false false false false false false false false true true true false false true 80 1 true 617 true true true false false false false true true false false false false X 11 8 true false false false true true true true true true true true true true true true true true true true true true X DONNA SANFORD 9893620181 200 HEMLOCK STREET TAWAS CITY MI 48763 X DONALD R ELLIS III MD 60.00 X 258442 0 14166 EARL ELOWSKY 60.00 X X 210556 0 14265 ANN BALFOUR 60.00 X X 184109 0 38784 SCOTT CHAPLESKI 2.00 X 0 0 0 MICHAEL BUSCH 2.00 X 0 0 0 JERRY SCHMIDT 2.00 X 0 0 0 GERALD GRACIK 2.00 X 0 0 0 RYAN PARKINSON 2.00 X 0 0 0 MARIE HOGAN 2.00 X 0 0 0 RICK MICHAELS 2.00 X 0 0 0 ROBERT STALKER II 2.00 X 0 0 0 LINDA STANCILL 60.00 X 186331 0 40896 DIANA ENNES 60.00 X 532570 0 15992 JOHN BLOCKSOM DO 60.00 X 478234 0 19285 HUGO DAVILA GARCIA 60.00 X 389355 0 14415 MARK GALLAGHER DO 60.00 X 361126 0 17493 RICHARD SCHULZ DO 60.00 X 320515 0 14739 PATRICK MURTHA 0.00 X 255092 0 11325 NEELIMADEVI RYALI MD 60.00 X 254154 0 10367 MICHAEL WAGNER 60.00 X 239335 0 6204 3669819 217931 28 true true false EPMG OF MICHIGAN PC 2000 GREEN ROAD SUITE 300 ANN ARBOR MI 48105 ER PHYSICIANS 1063044 DEGARA PLLC 240 CANTERBURY BLOOMFIELD HILLS MI 48304 ER PHYSICIANS 885125 TRIMEDX LLC 5451 LAKEVIEW PARKWAY S DRIVE INDIANAPOLIS IN 46268 BIOMEDICAL SERV 493470 DAVID URBANKSKI 1683 LITTLESTONE GROSS POINTE WOODS MI 48236 ONCOLOGY PHYS 207100 COMMUNITY HOSPITAL SERVICES 1321 CUMBERLAND SAGINAW MI 48601 LINEN SERVICES 206575 10 70521 265240 4500 340261 PATIENT SERVICES 59270321 59270321 LAB SUPPORT SERVICES TO EXTER 621990 75478 75478 59345799 1057657 1057657 11050 41028 -29978 -29978 -29978 39259 38802 457 457 457 PENSION CURTAILMENT GAIN 621990 3447026 3447026 MIS REV - CONVEN. OF PATIENTS 621990 727662 727662 OCC HEALTH SUPPORT SERVICES 621990 92624 92624 4267312 64981508 59270321 168102 5202824 2149 2149 947549 497429 450120 24517798 19688511 4747158 82129 263802 131706 130472 1624 4610053 3704662 894259 11132 1645777 1322555 319248 3974 100000 100000 70345 6267 64078 64917 64917 11943 11943 5305580 3838237 1465241 2102 90181 5638 84543 1443176 760438 673461 9277 3285392 78841 3206551 1497495 1079870 413189 4436 184688 184688 101066 45473 53512 2081 721523 15710 705813 567181 567181 2470659 1838017 632472 170 31724 31724 MEDICAL SUPPLIES 8251583 8243822 7761 BAD DEBT 2405595 2405595 MAINTENANCE & REPAIRS 627208 401991 225217 OTHER EXPENSE 339253 160803 176797 1653 29961 20557 9404 59586598 44432959 15035061 118578 1516331 1747677 8164 26090 3786912 4172331 79378 52379 1393904 1223868 4860427 5755869 54484141 34976178 20126724 19507963 20631536 20571532 2661410 2260966 55064786 55318675 8240851 7791419 19729776 19417117 27970627 27208536 X 26755193 27898723 338966 211416 27094159 28110139 55064786 55318675 X 5394910 -4378930 X false true true X false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false false false true 7632 false true 4311 11943 false false false false false SCHEDULE C, PART II-B, LINE 1 LOBBYING EXPENSES REPRESENT THE PORTION OF DUES PAID TO NATIONAL AND STATE HOSPITAL ASSOCIATIONS THAT IS SPECIFICALLY ALLOCABLE TO LOBBYING. ST. JOSEPH HEALTH SYSTEM DOES NOT PARTICIPATE IN OR INTERVENE IN (INCLUDING THE PUBLISHING OR DISTRIBUTING OF STATEMENTS) ANY POLITICAL CAMPAIGN ON BEHALF OF (OR IN OPPOSITION TO) ANY CANDIDATE FOR PUBLIC OFFICE. false false false false false false false 230120 338824 16522 585466 138169 65979 25972 230120 139537 -1368 138169 0.01400 0.98600 false true true 1492993 1492993 23686054 14262886 9423168 181158 179862 1296 25513632 18251375 7262257 3610304 2282055 1328249 19507963 INTERCOMPANY DEBT TO ASCENSION HEALT 18817830 GENERAL RESERVES 378670 SELF INSURANCE LIABILITY 220617 19417117 INTENDED USES FOR ENDOWMENT FUNDS SCHEDULE D, PAGE 2, PART V, LINE 4 THE USE OF ALL ENDOWED FUNDS SUPPORTS CAPITAL EQUIPMENT PURCHASES AND NEW SERVICE LINE EXPANSION AT ST. JOSEPH HEALTH SYSTEM. true true true X true X true true false true true 618730 618730 0.01150 8554848 6869897 1684951 0.03140 9173578 6869897 2303681 0.04290 318598 318598 0.00590 347053 201409 145644 0.00270 24729 24729 0.00050 690380 201409 488971 0.00910 9863958 7071306 2792652 0.05200 1 5680 5680 0.00010 1 50 1871 1871 2 50 7551 7551 0.00010 false 1236445 673485 20668477 17659961 3008516 X true true 1 1 ST JOSEPH HEALTH SYSTEM

200 HEMLOCK STREET TAWAS CITY MI 48763

X X X ST JOSEPH HEALTH SYSTEM 1 true true 200.0 true 300.0 true X X X X X true true X X X X true false true X false false 14 HARBOR HEALTH CENTER

110 BEECH STREET SUITE B TAWAS CITY MI 48763

REHAB SERVICES, PHYSICIAN OFFICES HURON PROFESSIONAL BUILDING

716 GERMAN STREET TAWAS CITY MI 48763

HOME HEALTH & HOSPICE OSCODA HEALTH PARK

5939 N HURON RD OSCODA MI 48750

PHYSICIAN OFFICES HURON FAMILY MEDICINE

700 GERMAN STREET TAWAS CITY MI 48763

PHYSICIAN OFFICES MEDICAL ARTS BUILDING

295 MAPLE STREET TAWAS CITY MI 48763

PHYSICIAN OFFICES ST JOSEPH WOMENS CLINIC

25 M-55 TAWAS CITY MI 48763

PHYSICIAN OFFICES ST JOSEPH PEDIATRIC CLINIC

325 M-55 TAWAS CITY MI 48763

PHYSICIAN OFFICES HALE ST JOSEPH MEDICAL CENTER

116 S CHURCH STREET HALE MI 48739

PHYSICIAN OFFICES WOMEN'S CLINIC - WEST BRANCH

621 COURT STREET SUITE 105 WEST BRANCH MI 48661

PHYSICIAN OFFICES ST JOSEPH UROLOGY CLINIC

110 E STATE STREET EAST TAWAS MI 48730

PHYSICIAN OFFICES HURON SHORES WALK-IN CLINIC

110 BEECH STREET SUITE A TAWAS CITY MI 48763

PHYSICIAN OFFICES GREAT LAKES FAMILY MEDICINE

106 DIVISION OSCODA MI 48750

PHYSICIAN OFFICES AUGRES FAMILY CLINIC

302 S MAIN AUGRES MI 48703

PHYSICIAN OFFICES AUSABLE VALLEY HEALTH CENTER

1392 MAPLE DRIVE FAIRVIEW MI 48621

LAB SERVICES OTHER TESTING METHODS FOR FREE OR DISCOUNTED CARE PART I LINE 3C THE ORGANIZATION PROVIDES MEDICALLY NECESSARY CARE TO ALL PATIENTS REGARDLESS OF RACE COLOR CREED ETHNIC ORIGIN GENDER DISABILITY OR ECONOMIC STATUS THE ORGANIZATION USES A PERCENTAGE OF FEDERAL POVERTY LEVEL FPL TO DETERMINE FREE AND DISCOUNTED CARE AT A MINIMUM PATIENTS WITH INCOME LESS THAN OR EQUAL TO 200 OF THE FPL WHICH MAY BE ADJUSTED FOR COST OF LIVING UTILIZING THE LOCAL WAGE INDEX COMPARED TO NATIONAL WAGE INDEX WILL BE ELIGIBLE FOR 100 CHARITY CARE WRITE OFF OF CHARGES FOR SERVICES THAT HAVE BEEN PROVIDED TO THEM ALSO AT A MINIMUM PATIENTS WITH INCOMES ABOVE 200 OF THE FPL BUT NOT EXCEEDING 300 OF THE FPL SUBJECT TO ADJUSTMENTS FOR COST OF LIVING UTILIZING THE LOCAL WAGE INDEX COMPARED TO NATIONAL WAGE INDEX WILL RECEIVE A DISCOUNT ON THE SERVICES PROVIDED TO THEM EXCLUSIONS FROM PERCENT OF TOTAL EXPENSE PART I LINE 7 COLUMN F THE AMOUNT OF BAD DEBT EXPENSE REPORTED ON FORM 990 PART IX LINE 25 COLUMN A BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGES IN PART I LINE 7 COLUMN F IS 2405595 COSTING METHODOLOGY EXPLANATION PART I LINE 7 FOR THE INFORMATION IN THE TABLE A COSTTOCHARGE RATIO WAS CALCULATED AND APPLIED COMMUNITY BUILDING ACTIVITIES PART II IOSCO COUNTY SEXUAL ASSAULT RESPONSE TEAM IN 2009 AFTER A CRIME VICTIM SERVICE COMMISSION SEXUAL ASSAULT RESPONSE ASSESSMENT SARA PROJECT IDENTIFIED NORTHEAST MICHIGAN AS ONE REGION IN THE STATE THAT HAS ZERO DOLLARS DESIGNATED FOR SEXUAL ASSAULT SERVICES AND A REQUEST FROM ASCENSION HEALTH MINISTRIES TO CONSIDER COMPASSIONATE CARE OF SEXUAL ASSAULT PATIENTS IN THE EMERGENCY DEPARTMENT SETTING ST JOSEPH HEALTH SYSTEM INITIATED A TASK FORCE TO INVESTIGATE THE FEASIBILITY OF OFFERING A SEXUAL ASSAULT NURSE EXAMINER SANE PROGRAM AS WELL AS MEET THE NEEDS OF OUR REGIONS SEXUAL ASSAULT SURVIVORS IN PARTNERSHIP WITH SHELTER INC A DUAL DOMESTIC VIOLENCESEXUAL ASSAULT COMPREHENSIVE SERVICE AGENCY SJHS AND THE IOSCO COUNTY SEXUAL ASSAULT RESPONSE TEAM SART ESTABLISHED A WELCOME AND RESPONSE CENTER AT OUR OSCODA HEALTH PARK LOCATION THE CENTER PROMOTES A COMPREHENSIVE COMMUNITY RESPONSE TO SEXUAL ASSAULT THROUGH EDUCATION SYSTEM CHANGE CRISIS AND PRIMARY AND SECONDARY VICTIM SERVICES MEMBERS OF THE SART TEAM CONSIST OF ST JOSEPH HEALTH SYSTEM ASSOCIATES AND KEY COMMUNITY STAKEHOLDERS INCLUDING MICHIGAN STATE POLICE IOSCO COUNTY SHERRIFF TAWAS POLICE AUTHORITY SHELTER INC HUMAN SERVICE AGENCIES COUNTY COURTS MENTAL HEALTH PROFESSIONALS AND CLERGY THE COMMITMENT OF SJHS AND THE LOCAL COMMUNITY TO PROVIDING SEXUAL ASSAULT SERVICES SPECIFIC TO RURAL COMMUNITY ISSUES HAS BEEN AND CONTINUES TO BE CLEAR ESTABLISHED AND ONGOING STRIVING TO BUILD AND SUSTAIN SURVIVOR CENTERED EMPOWERMENT BASED SEXUAL ASSAULT SERVICES REMAINS THE GOAL AND FOCUS OF OUR COMMUNITY COORDINATED RESPONSE TO SEXUAL ASSAULT BAD DEBT EXPENSE EXPLANATION PART III LINE 4 THE ORGANIZATION IS A PART OF THE ASCENSION HEALTH SYSTEM CONSOLIDATED AUDIT THE FOOTNOTE THAT REFERENCES BAD DEBT EXPENSE IN THE 2012 CONSOLIDATED AUDIT IS AS FOLLOWS THE PROVISION FOR BAD DEBTS IS BASED UPON MANAGEMENTS ASSESSMENT OF EXPECTED NET COLLECTIONS CONSIDERING ECONOMIC CONDITIONS HISTORICAL EXPERIENCE TRENDS IN HEALTH CARE COVERAGE AND OTHER COLLECTION INDICATORS PERIODICALLY THROUGHOUT THE YEAR MANAGEMENT ASSESSES THE ADEQUACY OF THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS BASED UPON HISTORICAL WRITEOFF EXPERIENCE BY PAYOR CATEGORY INCLUDING THOSE AMOUNTS NOT COVERED BY INSURANCE THE RESULTS OF THIS REVIEW ARE THEN USED TO MAKE ANY MODIFICATIONS TO THE PROVISION FOR BAD DEBTS TO ESTABLISH AN APPROPRIATE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS AFTER SATISFACTION OF AMOUNTS DUE FROM INSURANCE AND REASONABLE EFFORTS TO COLLECT FROM THE PATIENT HAVE BEEN EXHAUSTED ASCENSION HEALTH FOLLOWS ESTABLISHED GUIDELINES FOR PLACING CERTAIN PASTDUE PATIENT BALANCES WITH COLLECTION AGENCIES SUBJECT TO THE TERMS OF CERTAIN RESTRICTIONS ON COLLECTION EFFORTS AS DETERMINED BY ASCENSION HEALTH ACCOUNTS RECEIVABLE ARE WRITTEN OFF AFTER COLLECTION EFFORTS HAVE BEEN FOLLOWED IN ACCORDANCE WITH ASCENSION HEALTHS POLICIES MEDICARE EXPLANATION PART III LINE 8 ASCENSION HEALTH AND RELATED HEALTH MINISTRIES FOLLOW THE CATHOLIC HEALTH ASSOCIATION CHA GUIDELINES FOR DETERMINING COMMUNITY BENEFIT CHA COMMUNITY BENEFIT REPORTING GUIDELINES SUGGEST THAT MEDICARE SHORTFALL IS NOT TREATED AS COMMUNITY BENEFIT COLLECTION PRACTICES EXPLANATION PART III LINE 9B THE ORGANIZATION HAS A WRITTEN DEBT COLLECTION POLICY THAT ALSO INCLUDES A PROVISION ON THE COLLECTION PRACTICES TO BE FOLLOWED FOR PATIENTS WHO ARE KNOWN TO QUALIFY FOR CHARITY CARE OR FINANCIAL ASSISTANCE IF A PATIENT QUALIFIES FOR CHARITY OR FINANCIAL ASSISTANCE CERTAIN COLLECTION PRACTICES DO NOT APPLY NEEDS ASSESSMENT PART VI ST JOSEPH HEALTH SYSTEM RELIES ON INFORMATION FROM ST JOSEPH HEALTH SYSTEM EMERGENCY DEPARTMENT PATIENTS MICHIGAN STATISTICS WWWAECFORGKIDSCOUNT WWWMICHIGANGOVMDCH HTTPWWWCENSUSGOV WWWMICHIGANGOVMDCH WWWAECFORGKIDSCOUNT HTTPWWWDIABETERSORG WWWMICHIGANGOVMDCH COMMUNITY HEALTH ASSESSMENT ALCONA IOSCO OGEMAW AND OSCODA COUNTIES FEBRUARY 1996 DEMOGRAPHICS PP1122 KEY FINDINGS POPULATION EDUCATIONAL ATTAINMENT EMPLOYMENT AND INCOME POVERTY HOUSING AND PUBLIC ASSISTANCE CONCLUSION MARKET SHARE DATATHEIDSONLINECOM COMMUNITY NEEDS ASSESSMENT ALCONA 2009 PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE PART VI UPON ADMISSION TO ST JOSEPH HEALTH SYSTEM ALL SELFPAY PATIENTS SPEAK WITH AN ASSOCIATE REGARDING FINANCIAL ASSISTANCE THAT IS AVAILABLE TO THEM ASSOCIATES HELP THE PATIENTS DETERMINE ELIGIBILITY FOR VARIOUS GOVERNMENT BENEFITS AS WELL AS ST JOSEPHS INTERNAL FINANCIAL ASSISTANCE PROGRAM SHOULD THE PATIENTS NOT BE CONSULTED UPON ADMISSION A LETTER IS SENT WITH THEIR FIRST ITEMIZED BILLING DETAILING THE AVAILABLE FINANCIAL ASSISTANCE PROGRAMS COMMUNITY INFORMATION PART VI IV COMMUNITY INFORMATION COMMUNITY SERVICE AREA DESCRIPTION ST JOSEPH HEALTH SYSTEM SERVES FIVE RURAL COUNTIES IN NORTHEAST MICHIGAN THE COUNTIES OF ALCONA ARENAC IOSCO OGEMAW AND OSCODA HAVE A TOTAL POPULATION OF APPROXIMATELY 83000 RESIDENTS 2010 US CENSUS BUREAU THREE ZIP CODES EAST TAWAS TAWAS CITY AND OSCODA COMPRISE OUR PRIMARY SERVICE AREA WITH APPROXIMATELY 18500 RESIDENTS ST JOSEPH HEALTH SYSTEM IS LOCATED IN TAWAS CITY MICHIGAN AND REMAINS THE LARGEST EMPLOYER WITHIN IOSCO COUNTY SEVERAL AUTOMOTIVE PARTS SUPPLIERS AIRCRAFT MAINTENANCE AND REFURBISHING FACILITIES ARE PROMINENT EMPLOYEES WITHIN IOSCO COUNTY WITHIN THE PRIMARY SERVICE AREA 95 OF RESIDENTS ARE CAUCASIAN WITH 14 HISPANIC 1 AFRICAN AMERICAN 1 INDIAN AND ASIAN OF THE APPROXIMATELY 18500 RESIDENTS IN THE PRIMARY SERVICE AREA APPROXIMATELY 81 ARE 45 YEARS OF AGE OR OLDER PAYER MIX MEDICARE 5399 BLUE CROSS 1420 MEDICAID 1549 COMMERCIAL 728 SELF PAY 342 OTHER 561 ST JOSEPH HEALTH SYSTEM PROVIDES 54 OF BOTH INPATIENT AND OUTPATIENT HOSPITAL BASED HEALTHCARE SERVICES FOR RESIDENTS WITHIN OUR PRIMARY SERVICE AREA ST JOSEPH HEALTH SYSTEM OWNS SEVENTEEN PROVIDERBASED AND RURAL HEALTH CLINICS LOCATED THROUGHOUT THE FULL SERVICE MARKET AREA THE SCOPE OF SERVICE INCLUDES PRIMARY CARE OBSTETRICS GYNECOLOGY PEDIATRICS GENERAL SURGERY INTERNAL MEDICINE AFTER HOURS AND SPECIALTY CARE ADDITIONALLY THERE ARE TWO FEDERALLY QUALIFIED HEALTH CENTERS LOCATED IN IOSCO AND ARENAC COUNTIES RESPECTIVELY THERE ARE TWO HOSPITALS LOCATED APPROXIMATELY ONE HOUR TRAVEL TIME NORTH AND WEST OF ST JOSEPH HEALTH SYSTEM HEALTH OF COMMUNITY IN RELATION TO EXEMPT PURPOSE PART VI ST JOSEPH HEALTHKEY OPERATIONAL BUDGET IN THE PAST YEAR ST JOSEPH HEALTH SYSTEM PROVIDED MORE THAN 16 MILLION IN UNCOMPENSATED CARE THROUGH DELIVERY OF SERVICES TO THE POOR AND VULNERABLE UNPAID COSTS OF PUBLIC PROGRAMS FINANCIAL ASSISTANCE TO THE UNINSURED AND OUTREACH SERVICES TO THE COMMUNITY HEALTHKEY A DEPARTMENT OF ST JOSEPH HEALTH SYSTEM WHOSE ROLE IS SERVING AS THE RESOURCE AND SUPPORT CENTER FOR THE UNINSURED AND UNDERINSURED FAMILIES IN OUR COMMUNITY HEALTHKEY STAFF INCLUDES AN RN CASE MANAGER INTAKE AND PRESCRIPTION ASSISTANCE COORDINATOR AND A PART TIME OUTREACH WORKER OUTREACH SERVICES INCLUDE MEDICAID APPLICATION ASSISTANCE FINANCIAL ASSISTANCE APPLICATIONS REFERRALS TO MEDICAL HOMES PRESCRIPTION ASSISTANCE AND CARE MANAGEMENT FOR DIABETES HYPERTENSION AND APPROPRIATE EMERGENCY ROOM USE CARING FOR THE CLIENTS MIND PHYSICAL AND SPIRITUAL NEEDS HEALTHKEY STAFF NAVIGATES THROUGH VARIOUS COMMUNITY AND SOCIAL SERVICE AGENCIES AND ADVOCATES ON THEIR BEHALF FOR ACCESS TO NECESSARY HEALTHCARE RELATED AND SOCIAL SERVICES THE MISSION VISION AND VALUES OF ST JOSEPH HEALTH SYSTEM ARE AT THE CENTER OF HEALTHKEYS WORK TO SERVE THE POOR AND VULNERABLE IN OUR COMMUNITY AS OUR RURAL ECONOMY CONTINUES TO STRUGGLE AND SMALL BUSINESSES ARE NOT ABLE TO OFFER EMPLOYERSPONSORED INSURANCE COVERAGE A VALUABLE SERVICE OFFERED IS THE PRESCRIPTION ASSISTANCE PROGRAM IN 2011 HEALTHKEY SERVED 575 CLIENTS WITH A WIDE RANGE OF MEDICATION REQUESTS THIS EFFORT YIELDED A RETAIL DOLLAR SAVINGS VALUE OF 399061 WITH ONLY A SMALL TEAM OF ASSOCIATES COLLABORATION HAS PROVEN SUCCESSFUL IN OUR HEALTHCARE ACCESS WORK CLIENTS WHO PRESENT TO US HAVE A WIDE VARIETY OF HURDLES TO OVERCOME IMPROVING RELATIONSHIPS EMPLOYMENT SKILLS EDUCATIONAL OPPORTUNITIES WILL ALL PROVIDE A POSITIVE IMPACT ON THE CLIENTS HEALTH AND ABILITY TO CARE FOR THEMSELVES AND THEIR FAMILIES PARTNERSHIPS WITH THE IOSCO COUNTY POVERTY COALITION IOSCO READS LITERACY GROUP AND MICHIGAN WORKS HAVE GREATLY ASSISTED US IN BRIDGING GAPS EXPERIENCED BY OUR CLIENTS A TRUE COMMUNITY BENEFIT THE SUCCESS OF HEALTHKEY IS ONLY POSSIBLE BY THE STRONG SUPPORT RECEIVED FROM OUR BOARD PHYSICIANS LEADERSHIP ASSOCIATES AND VOLUNTEERS WHO ALLOW US TO RECOGNIZE AND RESPOND TO THE NEEDS OF OUR POOR AND VULNERABLE NEIGHBORS AND CARE FOR OUR COMMUNITY ST JOSEPH HEALTH SYSTEM PROVIDED THE FOLLOWING COMMUNITY BUILDING ACTIVITIES IN 2012 1IOSCO COUNTY SEXUAL ASSAULT RESPONSE TEAM SART IS A MULTIDISCIPLINARY INTERAGENCY COLLABORATION THAT UNITES ITS MEMBERS IN A COORDINATED SURVIVORCENTERED APPROACH TO THE INTERVENTION AND CARE FOR SEXUAL ASSAULT VICTIMS THE MISSION OF THE IOSCO COUNTY SART IS TO FACILITATE THE CLINICAL LEGAL AND EMOTIONAL RESOURCES TO CARE FOR SURVIVORS OF SEXUAL ASSAULT AND TO CREATE A COMMUNITY WHERE SURVIVORS OF SEXUAL ASSAULT ARE SUPPORTED AND TREATED WITH DIGNITY AND RESPECT 2DIABETIC CLUB A PROGRAM THAT IS OPEN TO THE COMMUNITY AT NO CHARGE THAT INCLUDES A SHORT LECTURE ABOUT GENERAL HEALTH ISSUES AND HOW THEY AFFECT DIABETES TOPICS RELATED TO LIFESTYLE MODIFICATIONS AND TOOLS FOR DIABETES MANAGEMENT OTHER HIGHLIGHTS INCLUDE A SAMPLING OF THE RECIPE OF THE MONTH DISCUSSIONS TO ANSWER QUESTIONS AND PROVIDE PEER TO PEER SUPPORT 3SPEAKERS BUREAU A FREE COMMUNITY PROGRAM THAT OFFERS HEALTH RELATED PRESENTATIONS PROVIDED BY HEALTH SYSTEM PROFESSIONALS THE PROGRAM IS DESIGNED TO EDUCATE THE COMMUNITY ON A VARIETY OF HEALTH AND HUMAN SERVICE TOPICS 4FAMILY FUN FAIR AN EVENT HELD IN COOPERATION WITH TWO LOCAL COLLABORATIVE THE IOSCO COUNTY FAMILY COALITION AND THE GREAT START COLLABORATIVE WITH THE PURPOSE TO EDUCATE THE COMMUNITY ABOUT LOCAL AGENCIES AND SERVICES AVAILABLE TO CHILDREN AND FAMILIES ACTIVITIES INCLUDE A FREE LUNCH PROVIDED TO AN AVERAGE OF 1000 CHILDREN AND ADULTS DOOR PRIZES CAR SEAT CHECKS AND DISPLAY BOOTHS FEATURING FAMILY CRAFT PROJECTS EDUCATIONAL ACTIVITIES AND PARENTING INFORMATION 5HEALTHKEY A PROGRAM THAT PROVIDES ACCESS TO HEALTHCARE FOR THE UNINSURED AND UNDERINSURED SERVICES INCLUDE NAVIGATION THROUGH HEALTH AND HUMAN SERVICE AGENCIES ASSISTANCE IN COMPLETING PAPERWORK PRESCRIPTION ASSISTANCE DIABETIC AND HYPERTENSION EDUCATION AS WELL AS REFERRALS TO PRIMARY CARE PROVIDERS SHELTER FOOD ASSISTANCE AND OTHER COMMUNITY RESOURCES 6ALCOHOLICS ANONYMOUS IS A FELLOWSHIP OF MEN AND WOMEN WHO SHARE THEIR EXPERIENCE STRENGTH AND HOPE WITH EACH OTHER THAT THEY MAY SOLVE THEIR COMMON PROBLEM AND HELP OTHERS TO RECOVER FROM ALCOHOLISM THIS PROGRAM ALIGNS WITH ST JOSEPHS MISSION VISION AND VALUES AND WE ARE PLEASED TO BE ABLE TO LEND ESSENTIAL MEETING SPACE FOR PARTICIPANTS TWICE WEEKLY ON AN INKIND BASIS AFFILIATED HEALTH CARE INFORMATION PART VI ASCENSION HEALTH ALLIANCE IS A MISSOURI NONPROFIT CORPORATION FORMED ON SEPTEMBER 13 2011 ASCENSION HEALTH ALLIANCE IS THE SOLE CORPORATE MEMBER AND PARENT ORGANIZATION OF ASCENSION HEALTH A CATHOLIC NATIONAL HEALTH SYSTEM CONSISTING PRIMARILY OF NONPROFIT CORPORATIONS THAT OWN AND OPERATE LOCAL HEALTHCARE FACILITIES OR HEALTH MINISTRIES LOCATED IN 21 OF THE UNITED STATES AND THE DISTRICT OF COLUMBIA ST JOSEPH HEALTH SYSTEM AND SUBSIDIARIES ARE MEMBERS OF ASCENSION HEALTH ASCENSION HEALTH ALLIANCE IS SPONSORED BY ASCENSION HEALTH MINISTRIES A PUBLIC JURIDIC PERSON THE PARTICIPATING ENTITIES OF ASCENSION HEALTH MINISTRIES ARE THE DAUGHTERS OF CHARITY OF ST VINCENT DE PAUL IN THE UNITED STATES ST LOUISE PROVINCE THE CONGREGATION OF ST JOSEPH THE CONGREGATION OF THE SISTERS OF ST JOSEPH OF CARONDELET AND THE CONGREGATION OF ALEXIAN BROTHERS OF THE IMMACULATE CONCEPTION PROVINCE AMERICAN PROVINCE AS MORE FULLY DESCRIBED IN THE ORGANIZATIONAL CHANGES NOTE ALEXIAN BROTHERS HEALTH SYSTEM WHICH WAS PREVIOUSLY SPONSORED BY THE CONGREGATION OF ALEXIAN BROTHERS OF THE IMMACULATE CONCEPTION PROVINCE AMERICAN PROVINCE BECAME PART OF ASCENSION HEALTH ON JANUARY 1 2012 THE 49BED HOSPITAL STAFFED BY MORE THAN 460 EMPLOYEES IS LOCATED IN TAWAS CITY MICHIGAN AND IS A NONPROFIT ACUTECARE HOSPITAL THE HOSPITAL MAINTAINS TWO WHOLLY OWNED SUBSIDIARIES ST JOSEPH HEALTH ENTERPRISES A HOME MEDICAL EQUIPMENT BUSINESS AND ST JOSEPH HEALTH SYSTEM FOUNDATION A CHARITABLE FOUNDATION CREATED TO RECEIVE AND ADMINISTER FUNDS FOR THE HOSPITAL FOR THE PURPOSE OF ACQUIRING OR IMPROVING HOSPITAL FACILITIES AND TECHNOLOGIES AND THE ESTABLISHMENT SUPPORT AND MAINTENANCE OF COMMUNITY HEALTH EDUCATION PROGRAMS THE HOSPITAL PROVIDES INPATIENT OUTPATIENT AND EMERGENCY CARE SERVICES FOR THE RESIDENTS OF IOSCO COUNTY AND THE SURROUNDING AREA ADMITTING PHYSICIANS ARE PRIMARILY PRACTITIONERS IN THE LOCAL AREA ST JOSEPH HEALTH SYSTEM OFFERS ACCESS TO A LARGE BOARDCERTIFIED MEDICAL STAFF WITH MORE THAN 17 PRIMARY CARE AND SPECIALTY PHYSICIANS THROUGH COMMUNITY HEALTH SERVICES PROFESSIONAL EDUCATION SUBSIDIZED HEALTH CARE FINANCIAL CONTRIBUTIONS COMMUNITYBUILDING ACTIVITIES AND OTHER COMMUNITY BENEFIT ACTIVITIES ST JOSEPH HEALTH SYSTEM CONTRIBUTED 16 MILLION TO THE COMMUNITY INCLUDED IN THIS FIGURE ARE PROGRAMS SUCH AS CHARITY CARE AND UNREIMBURSED MEDICAID COMMUNITY HEALTHEDUCATION LECTURES SCHOOL HEALTHEDUCATION PROGRAMS PROMOTING HEALTH CARE CAREERS WORKFORCE ENHANCEMENT FREE HEALTH SCREENINGS HEALTHKEY SART SEXUAL ASSAULT RESPONSE TEAM COMMUNITYBASED CHAPLAINCY AND SPIRITUAL CARE SPONSORSHIPS AND CONTRIBUTIONS TO VARIOUS COMMUNITY EVENTS LIST OF STATES WHERE COMMUNITY BENEFIT REPORT IS FILED PART VI MICHIGAN ST JOSEPH HEALTH SYSTEM LINE NUMBER 1 PART V LINE 13G PART V LINE 13G ST JOSEPH HEALTH SYSTEMS PUBLIC WEBSITE HAS A FINANCIAL ASSISTANCE LINK LOCATED AT THE BOTTOM OF THE PATIENTS GUESTS PAGE THAT READS AS FOLLOWS FINANCIAL ASSISTANCE IN ACCORDANCE WITH OUR MISSION AND VALUES ST JOSEPH HEALTH CARE SYSTEM IS COMMITTED TO CARING FOR ALL PEOPLE REGARDLESS OF THEIR ABILITY TO PAY WITH SPECIAL ATTENTION TO THOSE WHO ARE POOR AND VULNERABLE ST JOSEPH HEALTH CARE SYSTEM OFFERS FINANCIAL COUNSELING AND ASSISTANCE TO HELP ADDRESS ANY FINANCIAL CONCERNS PATIENTS OR FAMILIES MAY HAVE REGARDING THEIR CARE OUR FINANCIAL AID POLICIES WHICH CAN BE FOUND ST JOSEPH HEALTH CARE SYSTEM WEBSITE REFLECT ST JOSEPH HEALTH CARE SYSTEM DEDICATION TO WORKING TOGETHER WITH OUR PATIENTS IN A COMPASSIONATE AND CARING MANNER TO IDENTIFY OPTIONS FOR RESOLVING THEIR FINANCIAL OBLIGATIONS HELP IS AVAILABLE BY CONTACTING 989 9843796 EMAILING BMCNALLYSTMARYSOFMICHIGANORG OR IN PERSON AT ANY OF OUR FACILITIES true true false false false false false false false DONALD R ELLIS III MD 145609 112833 4900 9266 272608 EARL ELOWSKY 210556 4180 10085 224821 ANN BALFOUR 150016 34093 29199 9585 222893 LINDA STANCILL 140585 45746 29735 11161 227227 DIANA ENNES 500601 31969 4900 11092 548562 JOHN BLOCKSOM DO 461750 16484 4900 14385 497519 HUGO DAVILA GARCIA 389355 4900 9515 403770 MARK GALLAGHER DO 354626 6500 4900 12593 378619 RICHARD SCHULZ DO 319215 1300 4900 9839 335254 PATRICK MURTHA 10324 244768 11325 266417 NEELIMADEVI RYALI MD 222394 31760 1025 9342 264521 MICHAEL WAGNER 143001 96334 4703 1501 245539 SEVERANCE, NONQUALIFIED, AND EQUITY-BASED PAYMENTS SCHEDULE J, PAGE 1, PART I, LINE 4 PATRICK MURTHA 244,768 0 0 OTHER ADDITIONAL INFORMATION SCHEDULE J, PART III PART I, LINE 3 - COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR ST. MARY'S OF MICHIGAN, A RELATED ORGANIZATION OF ST. JOSEPH HEALTH SYSTEM, USES THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR: COMPENSATION COMMITTEE WRITTEN EMPLOYMENT CONTRACT APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PART I, LINE 4(A) - SEVERANCE, NONQUALIFIED, AND EQUITY-BASED PAYMENTS THE SEVERANCE PAYMENTS REPORTED TO PATRICK MURTHA WERE PAID BY ST. JOSEPH HEALTH SYSTEM. PART I, LINE 4(B) - SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN ELIGIBLE EXECUTIVES PARTICIPATE IN A PROGRAM THAT PROVIDES FOR SUPPLEMENTAL RETIREMENT BENEFITS. THE PAYMENT OF BENEFITS UNDER THE PROGRAM, IF ANY, IS ENTIRELY DEPENDENT UPON THE FACTS AND CIRCUMSTANCES UNDER WHICH THE EXECUTIVE TERMINATES EMPLOYMENT WITH THE ORGANIZATION. BENEFITS UNDER THE PROGRAM ARE UNFUNDED AND NON-VESTED. DUE TO THE SUBSTANTIAL RISK OF FORFEITURE PROVISION, THERE IS NO GUARANTEE THAT THESE EXECUTIVES WILL EVER RECEIVE ANY BENEFIT UNDER THE PROGRAM. ANY AMOUNT ULTIMATELY PAID UNDER THE PROGRAM TO THE EXECUTIVE IS REPORTED AS COMPENSATION ON FORM 990, SCHEDULE J, PART II, COLUMN B IN THE YEAR PAID. AMOUNTS PAID: ANN BALFOUR - 29,418 LINDA STANCILL - 29,263 DIANA ENNESS - 15,469 CONTRIBUTIONS: ANN BALFOUR - 17,436 LINDA STANCILL - 17,699 ORGANIZATION'S MISSION FORM 990 - ORGANIZATION'S MISSION AS A CATHOLIC HEALTH MINISTRY OF THE CHURCH, ST. JOSEPH HEALTH SYSTEM'S MISSION IS TO "PROVIDE SPIRITUALLY CENTERED, HOLISTIC CARE WHICH SUSTAINS AND IMPROVES THE HEALTH OF INDIVIDUALS AND COMMUNITIES." THIS INCLUDES ACTING AS ADVOCATES FOR A COMPASSIONATE AND JUST SOCIETY THROUGH OUR ACTIONS AND WORDS. A UNIVERSAL TENET OF CATHOLIC HEALTH ORGANIZATIONS' MISSION STATEMENTS IS CARE FOR ALL PERSONS, ESPECIALLY THE POOR AND VULNERABLE. THE CALL TO BRING GOD'S HEALING TO PERSONS IN NEED IS WHAT COMPELLED THE FOUNDERS OF VARIOUS ORGANIZATIONS TO VENTURE OUT INTO PARTS OF THIS NATION THAT, UNTIL THEIR ARRIVAL, HAD BEEN SORELY UNDERSERVED. FOR MORE THAN 250 YEARS, (58 FOR ST. JOSEPH HEALTH SYSTEM) CATHOLIC HEALTH CARE IN THE UNITED STATES HAS BEEN DRIVEN BY THAT SAME CALL AND HAS GROWN IN WAYS THAT COULD NOT HAVE BEEN IMAGINED. ADDITIONAL INFORMATION FORM 990 PART IV, LINE 20B - THE FINANCIAL STATEMENTS OF ST. JOSEPH HEALTH SYSTEM FALL UNDER THE SPECIFIC SCOPE AUDIT. THE ACTIVITY OF ST. JOSEPH HEALTH SYSTEM AND OTHER MEMBERS OF ST. JOSEPH HEALTH SYSTEM ARE REPORTED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF ASCENSION HEALTH ALLIANCE. NO INDIVIDUAL AUDIT OF ST. JOSEPH HEALTH SYSTEM IS COMPLETED. THEREFORE, THE ATTACHED AUDITED FINANCIAL STATEMENTS ARE OF ASCENSION HEALTH ALLIANCE AND AFFILIATES (WHICH INCLUDE THE ACTIVITY OF ST. JOSEPH HEALTH SYSTEM). PART IV, LINE 17 & 18 - ST. JOSEPH HEALTH SYSTEM INCURS FUNDRAISING EXPENSES ASSOCIATED WITH FUNDRAISING EVENTS UNDERTAKEN BY ST. JOSEPH HEALTH SYSTEM FOUNDATION, A RELATED TAX-EXEMPT ORGANIZATION. ADDITIONAL INFORMATION FORM 990, PART VI LINE 2 - MANY OF THE PERSONS LISTED ON PART VII HAVE A "BUSINESS RELATIONSHIP" WITH EACH OTHER BY VIRTUE OF SITTING ON RELATED ST. JOSEPH HEALTH SYSTEM ENTITY BOARDS. CLASSES OF MEMBERS OR STOCKHOLDERS FORM 990, PAGE 6, PART VI, LINE 6 ST. JOSEPH HEALTH SYSTEM HAS A SINGLE CORPORATE MEMBER, ASCENSION HEALTH. ELECTION OF MEMBERS AND THEIR RIGHTS FORM 990, PAGE 6, PART VI, LINE 7A THE ST. JOSEPH HEALTH SYSTEM HAS A SINGLE CORPORATE MEMBER, ASCENSION HEALTH, WHO HAS THE ABILITY TO ELECT MEMBERS TO THE GOVERNING BODY OF THE ST. JOSEPH HEALTH SYSTEM. DECISIONS SUBJECT TO APPROVAL OF MEMBERS FORM 990, PAGE 6, PART VI, LINE 7B ASCENSION HEALTH HAS DESIGNED A SYSTEM AUTHORITY MATRIX WHICH ASSIGNS AUTHORITY FOR KEY DECISIONS THAT ARE NECESSARY IN THE OPERATION OF THE SYSTEM. SPECIFIC AREAS THAT ARE IDENTIFIED IN THE AUTHORITY MATRIX ARE: NEW ORGANIZATIONS & MAJOR TRANSACTIONS; GOVERNING DOCUMENTS; APPOINTMENTS/REMOVALS; EVALUATION; DEBT LIMITS; STRATEGIC & FINANCIAL PLANS; ASSETS; SYSTEM POLICIES & PROCEDURES. THESE AREAS ARE SUBJECT TO CERTAIN LEVELS OF APPROVAL BY ASCENSION PER THE SYSTEM AUTHORITY MATRIX. OFFICERS WHO CANNOT BE REACHED FORM 990, PAGE 6, PART VI, LINE 9 NEELIMADEVI RYALI, M.D. 1251 MONUMENT RD TAWAS CITY, MI 48763 LINDA STANCILL 2329 WEST MILLER ROAD TAWAS CITY, MI 487633 ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 FORM 990, PAGE 6, PART VI, LINE 11B MANAGEMENT, INCLUDING CERTAIN OFFICERS, WORKS DILIGENTLY TO COMPLETE THE FORM 990 AND ATTACHED SCHEDULES IN A THOROUGH MANNER. PRIOR TO FILING THE RETURN, ALL BOARD MEMBERS ARE PROVIDED THE FORM 990 AND MANAGEMENT TEAM MEMBERS ARE AVAILABLE TO ANSWER ANY BOARD MEMBER QUESTIONS. ENFORCEMENT OF CONFLICTS POLICY FORM 990, PAGE 6, PART VI, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IN THAT ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST, MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF THE COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. THE REMAINING INDIVIDUALS ON THE GOVERNING BOARD OR COMMITTEE MEETING WILL DECIDE IF CONFLICTS OF INTEREST EXIST. EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS ANNUALLY SIGNS A STATEMENT WHICH AFFIRMS SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THAT THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ITS TAX-EXEMPT PURPOSE. COMPENSATION PROCESS FOR TOP OFFICIAL FORM 990, PAGE 6, PART VI, LINE 15A IN DETERMINING COMPENSATION OF THE ORGANIZATION'S CEO THE PROCESS INCLUDED A REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. THE AUDIT COMMITTEE REVIEWED AND APPROVED THE COMPENSATION. IN THE REVIEW OF THE COMPENSATION,THE CEO WAS COMPARED TO OTHER ORGANIZATIONS IN THE AREA THAT HOLD THE SAME TITLE. DURING THE REVIEW AND APPROVAL OF THE COMPENSATION, DOCUMENTATION OF THE DECISION WAS RECORDED IN THE BOARD MINUTES. THE INNDIVIDUAL WAS NOT PRESENT WHEN THEIR COMPENSATION WAS DECIDED. COMPENSATION PROCESS FOR OFFICERS FORM 990, PAGE 6, PART VI, LINE 15B IN DETERMINING COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION, THE PROCESS INCLUDED A REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. THE AUDIT COMMITTEE REVIEWED AND APPROVED THE COMPENSATION. IN THE REVIEW OF THE COMPENSATIONS, THE OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION WERE COMPARED TO OTHER ORGANIZATIONS' EMPLOYEES IN THE AREA THAT HOLD THE SAME TITLE. DURING THE REVIEW AND APPROVAL OF THE COMPENSATION, DOCUMENTATION OF THE DECISION WAS RECORDED IN THE BOARD MINUTES. GOVERNING DOCUMENTS DISCLOSURE EXPLANATION FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION WILL PROVIDE ANY DOCUMENTS OPEN TO PUBLIC INSPECTION UPON REQUEST. ADDITIONAL INFORMATION FORM 990, PART VII SEC. A, LINE 1A - DONALD R. ELLIS III, M.D. COMPENSATION REPORTED IS FOR SERVICES PROVIDED TO THE HOSPITAL IN HIS ROLE AS A PHYSICIAN NOT FOR HIS ROLE AS A TRUSTEE. OTHER CHANGES IN NET ASSETS EXPLANATION FORM 990, PART XI, LINE 5 OTHER CHANGES IN NET ASSETS RELATES TO THE FOLLOWING: DONATIONS FROM RESTRICTION 111,076 RESTRICTED CONTRIBUTIONS USED FOR PROPERTY 310,697 CA DEFERRED PENSION COST 638,338 TOTAL INCREASES 1,060,111 NET ASSETS FROM AFFILIATES ( 75,021) UNREALIZED LOSSES FROM INVESTMENT (UNRESTRICTED) (1,539,871) OTHER PENSION NET ASSET ADJUSTEMENT (3,447,026) TRANSFER TO GENERAL FUND ( 351,252) TEMPORARY RESTRICTED UNREALIZED ( 25,871) TOTAL DECREASES (5,439,041) TOTAL OTHER CHANGES (4,378,930) ASCENSION HEALTH PO BOX 45998 ST LOUIS MO 63145 311662309 HEALTHSYST MO 501(C) 11A N/A false ST JOSEPH HEALTH SYSTEM FOUNDATION 200 HEMLOCK ROAD TAWAS CITY MI 48763 010790428 FUNDRAISIN MI 501(C) 11A N/A true ST JOSEPH HEALTH ENTERPRISES 200 HEMLOCK ROAD TAWAS MI 48764 382686747 OTHERMEDIC MI NA C CORP 702077 974838 1.00000 HEALTH PARTNERS OF NE MI 200 HEMLOCK ROAD TAWAS MI 48764 383378622 OTHERMEDIC MI NA C CORP 34 62286 0.50000 false false true false false false false false false true false false false false true true false false ST JOSEPH HEALTH ENTERPRISES J 166563 CASH ASCENSION HEALTH O 4551627 CASH ST JOSEPH HEALTH ENTERPRISES P 514933 CASH ST JOSEPH HEALTH SYSTEM FOUNDATION C 70521 CASH