2013-11-13T08:35:01-06:00 2012-12-31 560747981 DIXON HUGHES GOODMAN LLP 500 RIDGEFIELD COURT ASHEVILLE NC 28806 990 2012-01-01 581454711 METHODIST LE BONHEUR HEALTHCARE METH 9015160543 1211 UNION AVENUE NO 700 MEMPHIS TN 38104 CHRISTOPHER MCLEAN 9015160543 2013-11-13 1 AMY BIBBY P00445891 8282542254 2012 2016-02-25 16:41:14Z GARY SHORB 1211 UNION AVENUE NO 700 MEMPHIS TN 38104 125031889 0 X WWW.METHODISTHEALTH.ORG X 1982 TN MANAGEMENT AND SUPERVISION OF AFFILIATED HOSPITALS 24 19 1101 30 861735 -12555 510869 448476 117471887 112873014 15104602 3004403 3141740 8378597 136229098 124704490 1113466 1163183 0 0 83015508 86217307 0 0 0 45047563 40482664 129176537 127863154 7052561 -3158664 765533350 986920215 873941551 972127196 -108408201 14793019 X METHODIST LE BONHEUR HEALTHCARE, IN PARTNERSHIP WITH ITS MEDICAL STAFFS, WILL COLLABORATE WITH PATIENTS AND THEIR FAMILIES TO BE THE LEADER IN PROVIDING HIGH QUALITY, COST-EFFECTIVE PATIENT AND FAMILY-CENTERED CARE. SERVICES WILL BE PROVIDED IN A MANNER WHICH SUPPORTS THE HEALTH MINISTRIES AND SOCIAL PRINCIPLES OF THE UNITED METHODIST CHURCH TO BENEFIT THE COMMUNITIES WE SERVE. 0 0 3689272 1163183 112996147 AT METHODIST LE BONHEUR HEALTHCARE (MLH), WE TAKE OUR MISSION SERIOUSLY AND ARE COMMITTED TO FULFILLING OUR SOCIAL RESPONSIBILITY BY GIVING BACK TO THE COMMUNITY IN A MEANINGFUL WAY. MLH HAS CONTINUED TO BE THE LARGEST PROVIDER OF TENNCARE SERVICES IN THE STATE AND OUR FACILITIES SERVE ALL AREAS OF THE CITY AND COUNTY. AS A FAITH-BASED INSTITUTION, PROVIDING ACCESS TO HEALTHCARE FOR ALL OF THE COMMUNITY IS VERY IMPORTANT TO US. PLEASE SEE OUR EXTENDED DESCRIPTION OF PROGRAM SERVICE ACCOMPLISHMENTS IN SCHEDULE O. IN ADDITION, PLEASE VISIT OUR WEBSITE FOR A POSTING OF THE MOST CURRENT COMMUNITY BENEFIT REPORT AT: WWW.METHODISTHEALTH.ORG/ARTICLES/COMMUNITY-INVOLVEMENT 3689272 1 1 0 1 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 1 253 0 1 1101 1 1 1 0 0 0 0 0 0 0 0 0 X 24 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 X X SUE WAUGH 9015160656 1211 UNION AVE SUITE 600 MEMPHIS TN 38104 X LUKE YANCY 2.00 2.00 X X 0 0 0 ALAN GRAF JR 2.00 2.00 X X 0 0 0 SHIRLEY RAINES 2.00 2.00 X X 0 0 0 ED ROBERSON 2.00 2.00 X 0 0 0 DAVID BECKLEY PHD 2.00 2.00 X 0 0 0 CHADD DURRETT JR 2.00 2.00 X 0 0 0 BILL EVANS 2.00 2.00 X 0 0 0 RONALD A BELZ 2.00 2.00 X 0 0 0 KENT INGRAM 2.00 2.00 X 0 0 0 DENNIS SPENCE 2.00 2.00 X 0 0 0 MARY JO KIRPATRICK 2.00 2.00 X 0 0 0 MARK MEDFORD 2.00 2.00 X 0 0 0 JACKSON MOORE 2.00 2.00 X 0 0 0 BEVERLY ROBERTSON 2.00 2.00 X 0 0 0 EMBRA JACKSON 2.00 2.00 X 0 0 0 DAVID STEVENS 2.00 2.00 X 0 0 0 RONALD STIMPSON 2.00 2.00 X 0 0 0 JOSE 'VELAZ' QUEZ 2.00 2.00 X 0 0 0 STEVE WISHNIA 2.00 2.00 X 0 0 0 CYNTHIA DAVIS 2.00 2.00 X 0 0 0 JEAN CLAUDE LOISEAU MD 2.00 2.00 X 0 0 0 STEVE SCHWAB MD 2.00 2.00 X 0 0 0 CARTER TOWNE MD 2.00 2.00 X 0 0 0 GEORGE CATES 2.00 2.00 X 0 0 0 DAVID STERN MD 2.00 2.00 X 0 0 0 JIMMIE MANCELL MD 2.00 40.00 X 0 316804 37977 TOM GRAY MD 2.00 2.00 X 0 0 0 BISHOP JAMES E SWANSON SR 2.00 2.00 X 0 0 0 BISHOP GARY MEULLER 2.00 2.00 X 0 0 0 BISHOP BILL MCALILLY 2.00 2.00 X 0 0 0 GARY SHORB 50.00 8.00 X X 1284481 0 641854 JAMES W EUBANKS III MD 2.00 2.00 X 0 0 0 RUSH WALLER MD 2.00 2.00 X 0 0 0 BISHOP CHARLES CRUTCHFIELD 2.00 2.00 X 0 0 0 BISHOP HOPE MORGAN WARD 2.00 2.00 X 0 0 0 BISHOP BEN CHAMNESS 2.00 2.00 X 0 0 0 CHRISTOPHER MCLEAN 50.00 14.00 X 661251 0 153687 NIKKI POLIS 50.00 6.00 X 220140 0 38890 LARRY SPRATLIN 2.00 60.00 X 0 364937 55781 DONNA ABNEY 50.00 2.00 X 665479 0 211044 JERRY MALIOT 50.00 2.00 X 396715 0 22975 SUSAN THURMOND 50.00 2.00 X 597285 0 163059 GEORGE MAYZELL 50.00 2.00 X 417872 0 67387 DAVID BAYTOS 50.00 2.00 X 463355 0 113211 CAROL ROSS-SPANG 50.00 2.00 X 401014 0 103218 CATO JOHNSON 50.00 2.00 X 608671 0 112702 ALEXANDER MACGREGOR 50.00 2.00 X 494867 0 79055 LYNN FIELD 50.00 8.00 X 233643 0 52399 GARY GUNDERSON 50.00 6.00 X 158177 0 40088 WILLIAM BREEN JR 50.00 4.00 X 392913 0 83776 EDWARD RAFALSKI 50.00 2.00 X 294142 0 74192 STEVE WEST 40.00 2.00 X 342259 0 62167 ELIZABETH OSTRIC 40.00 X 247452 0 44598 MICHAEL NESBIT 40.00 X 281008 0 66556 LARRY FOGARTY 40.00 X 271430 0 65558 DAVID ROSENBAUM 40.00 X 228991 0 49902 8661145 681741 2340076 112 0 1 0 TURNER CONSTRUCTION 336 JAMES RECORD RD SW HUNTSVILLE AL 35824 GENERAL CONTRACTING 25507870 PEOPLE 20 GLOBAL INC PO BOX 536853 ATLANTA GA 30353 NURSING STAFF 4127202 FIRSTSOURCE SOLUTIONS USA LLC 6455 RELIABLE PKWY CHICAGO IL 60686 COLLECTIONS 1246479 ECG MANAGEMENT CONSULTANTS 1111 THIRD AVE STE 2700 SEATTLE WA 98101 PROFESSIONAL SERIVCES 613229 COMPUTER FINANCIAL CONSULTANTS INC PO BOX 911319 DALLAS TX 75391 CONSULTING SERVICES 600000 25 66047 253021 129408 448476 AFFILIATE MANAGEMENT 900099 113683056 113683056 INVESTMENT IN SUBSIDIARIES 900099 -810042 -810042 112873014 2428294 2428294 903508 903508 410339 0 410339 410339 410339 327399 -327399 -327399 -327399 MEANINGFUL USE REVENUE 900099 4600000 4600000 MISCELLANEOUS REVENUE 900099 3245125 861735 2383390 HEALTHSOUTH SERVICES 900099 123133 123133 7968258 124704490 112996147 861735 10398132 1163183 1163183 9247542 9247542 58755335 9023164 49732171 6176343 6176343 7724234 1463778 6260456 4313853 651966 3661887 904949 904949 67770 570 67200 517225 517225 12741160 201240 12539920 2611540 6908 2604632 13449943 9241534 4208409 11314918 6167 11308751 3814194 458729 3355465 620487 121143 499344 795798 207655 588143 2646587 2646587 8443345 168012 8275333 566710 15068 551642 MISCELLANEOUS EXPENSES 595402 1510 593892 RECRUITMENT 433991 433991 MEDICAL SUPPLIES 188057 188057 EXPENSE TRANSFERS -19229412 -19229412 127863154 3689272 124173882 0 26969738 29704361 100000 100000 65087 80287 4398759 4495497 190996865 106650288 43833239 84346577 557467157 669953714 109900917 165511652 6498548 14782057 16299905 17946070 765533350 986920215 83216646 92899147 510575000 595124633 280149905 284103416 873941551 972127196 X -108408201 14793019 -108408201 14793019 765533350 986920215 X -3158664 34733465 91626419 X X 0 1 X 1 1 1 X X X 0 0 0 METHODIST HEALTHCARE-MEMPHIS HOSPITALS 620479367 3 1 109433940 METHODIST HEALTHCARE-FAYETTE HOSPITAL 620862334 3 1 1921541 METHODIST HEALTHCARE COMMUNITY CARE ASSOCIATES 621403517 9 1 624072 ALLIANCE HEALTH SERVICES INC 620841121 9 1 1027668 METHODIST EXTENDED CARE HOSPITAL INC 621518342 3 1 1602348 METHODIST HEALTHCARE PRIMARY CARE ASSOCIATES 582078931 9 1 0 6 114609569 SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: PART I, LINE 11(H): THE ORGANIZATION PROVIDES SUPPORT FOR ITS SUPPORTED ORGANIZATIONS BY PROVIDING EXPENSE REIMBURSEMENTS AND MANAGMENET OVERSIGHT. THE AMOUNTS PRESENTED ON PART I, LINE 11(H) AS SUPPORT ARE THE VALUES OF EXPENSE REIMBURSEMENTS PROVIDED TO THE VARIOUS ORGANIZATIONS FOR THE TAX YEAR, WITH THE EXCEPTION BELOW WHICH INCLUDES DIRECT TRANSFERS TO EQUITY. - METHODIST HEALTHCARE-FAYETTE HOSPITAL EXPENSE REIMBURSEMENT: 536,940 EQUITY TRANSFER: 1,384,601 TOTAL 1,921,541 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 1 0 0 1 0 1 517225 517225 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: THE ORGANIZATION MADE PAYMENTS TO VARIOUS LOBBYING ORGANIZATIONS THROUGHOUT THE YEAR TO ENGAGE IN LOBBYING ACTIVITIES ON ITS BEHALF. TOTAL AMOUNTS PAID FOR LOBBYING EQUALLED $517,225. SPECIFIC AMOUNTS USED TO ENGAGE IN EACH OF THE ACTIVITIES IN LINE 1C-I IS UNKNOWN, AS THEY WERE PERFOMRED BY THIRD PARTIES. 13653873 13653873 6906840 3092158 3814682 3296367 2713498 582869 125191217 100844632 24346585 41948568 41948568 84346577 HEDGE FUND OF FUNDS-LONG/SHORT EQUITY 36862000 F PRIVATE REAL ESTATE COMINGLED FUNDS 46574877 F COMINGLED EQUITY SECURITIES 82074775 F 165511652 ACCRUED PENSION EXPENSE 197607767 SWAP MARKET VALUE 83509094 OTHER LIABILITIES 2686605 INVESTMENT IN HEALTHCHOICE 299950 284103416 X 251064374 34733465 91626419 126359884 124704490 0 124704490 127863154 0 127863154 0 127863154 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE ORGANIZATION CONSOLIDATES ITS AUDIT WITH ITS SUBSIDIARIES. THE FOLLOWING STATEMENT REFLECTS THE FIN 48 FOOTNOTE OF THE CONSOLIDATED GROUP. THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE SYSTEM AND ALL OF THE NONPROFIT AFFILIATES FOR WHICH THE SYSTEM OR ITS BOARD OF DIRECTORS IS CONTROLLING MEMBER ARE EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(A) AS ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3). AS QUALIFIED TAX-EXEMPT ORGANIZATIONS, THE SYSTEM'S NONPROFIT AFFILIATES MUST OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THEIR TAX-EXEMPT STATUS. INCOME TAX FROM THE OPERATIONS OF THE SYSTEM'S WHOLLY OWNED FOR-PROFIT SUBSIDIARY, AMBULATORY OPERATIONS, INC., AND ITS SUBSIDIARIES IS NOT SIGNIFICANT. THE SYSTEM APPLIES FASB ASC TOPIC 740 (TOPIC 740), ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. TOPIC 740 CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAX POSITIONS AND PROVIDES GUIDANCE ON WHEN TAX POSITIONS ARE RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND HOW THE VALUES OF THESE POSITIONS ARE DETERMINED. THERE HAS BEEN NO IMPACT ON THE SYSTEM'S COMBINED FINANCIAL STATEMENTS AS A RESULT OF TOPIC 740. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN FMV OF PENSION LIABILITY -22,288,672. EQUITY TRANSFERS FROM AFFILIATES 113,915,091. 1 AMERICAN CANCER SOCIETY 1378 UNION AVE MEMPHIS TN 381043623 131788491 501(C)(3) 20000 HARRAH'S HOPE LODGE SUPPORT AMERICAN HEART ASSOCIATION PO BOX 4002900 DES MOINES TN 503402900 135613797 501(C)(3) 39350 GENERAL EVENT SUPPORT AND SPONSORSHIP AMERICAN LIVER FOUNDATION 39 BROADWAY SUITE 2700 NEW YORK NY 10006 362883000 501(C)(3) 5000 FLAVORS OF MEMPHIS APRIL 4TH FOUNDATION PO BOX 3267 MEMPHIS TN 38173 621843078 501(C)(3) 7500 APRIL 4TH COMMEMORATION EVENT NATIONAL ASSOCIATION OF HEALTH PO BOX 40051 MEMPHIS TN 381740051 621312239 501(C)(3) 5000 2012 FRIEND LEVEL SPONSORSHIP BALLETT MEMPHIS 7950 TRINITY ROAD MEMPHIS TN 38018 621018942 501(C)(3) 10000 SUPPORT BALLET MEMPHIS BLUFF CITY MEDICAL SOCIETY PO BOX 17924 MEMPHIS TN 381870924 581618327 501(C)(3) 5000 ANNUAL LECTURE PROGRAM BOYS & GIRLS CLUB OF GREATER MEMPHIS 44 S REMBERT ST MEMPHIS TN 381044004 620646371 501(C)(3) 13000 GOLF TOURNAMENT SUPPORT DONATION, AND BGCM STEAK N' BURGER EVENT CENTER FOR TRANSFORMING COMMUNITITES 258 N MERTON MEMPHIS TN 38112 621769933 501(C)(3) 10000 EVENT SPONSORSHIP CHICKASAW COUNCIL 171 S HOLLYWOOD MEMPHIS TN 381124899 620499713 501(C)(3) 6000 2012 PACESETTER DINNER TABLE SPONSOR, AND WHITNEY M YOUNG JR. SERVICE AWARD LUNCHEON CHRISTIAN BROTHERS UNIVERSITY 650 E PARKWAY SOUTH MEMPHIS TN 38104 620476666 501(C)(3) 25000 2011,2012 PHYSICIANS ASSISTANT PROGRAM CHRISTIAN COMMUNITY HEALTH SERVICES 2595 CENTRAL AVE MEMPHIS TN 381045905 621583270 501(C)(3) 5000 FAMILY MATTER VISION, MISSION CHRISTIAN MEDICAL AND DENTAL ASSOCIATION 2023 W HOUSTON WAY GERMANTOWN TN 381396933 362284267 501(C)(3) 11000 SUPPORT CMDA FALL BANQUET & GOLF CLASSIC COMMUNITY ALLIANCE FOR THE HOMELESS 44 NORTH SECOND STREET STE302 MEMPHIS TN 38103 621616145 501(C)(3) 15000 PROJECT HOMELESS CONNECT PROGRAM SUPPORT, AND 100K HOMES PROJECT SUPPORT COMMUNITY FOUNDATION OF NORTHWEST 315 LOSHER STREET HERNANDO MS 38632 943421724 501(C)(3) 5000 GOLD SPONSOR, 12TH ANNUAL CRYSTAL BALL CONSERVATION THROUGH ART PO BOX 1000 DEPT 882 MEMPHIS TN 381480882 620693547 501(C)(3) 5000 CONSERVATION THROUGHT ART FUNDRASIER EXCHANGE CLUB CARL PERKINS 213 CHEYENNE DRIVE JACKSON TN 38302 621123112 501(C)(3) 7000 PREVENTION OF CHILD ABUSE EVENT, AND 19TH ANNUAL BLUE SUEDE SPECTACULAR FAMILIES MATTER 2595 CENTRAL AVE MEMPHIS TN 38104 900793480 501(C)(3) 10000 SUPPORT FIRE MUSEUM OF MEMPHIS 118 ADAMS AVE MEMPHIS TN 381032012 621557551 501(C)(3) 20000 2ND INSTALLMENT - SIGN SPACE AGREEMENT GEIGER - MPIMIDSOUTH 427 KATHERINE DRIVE FLOWOOD MS 39232 010233894 N/A 12956 2012 HEART WALK GERMANTOWN CHAMBER OF COMMERCE 2195 GERMANTOWN ROAD SOUTH GERMANTOWN TN 381383803 581678629 501(C)(6) 10000 SUPPORT GERMANTOWN AREA CHAMBER OF COMMERCE GERMANTOWN PERFORMING ARTS CENTER 1801 EXETER RD GERMANTOWN TN 381382934 581652763 501(C)(3) 20000 GPAC SEASON SPONSORSHIP, AND GPAC 2012-2013 SHOW SPONSORSHIP GIRLS INCORPORATED OF MEMPHIS 2670 UNION AVE EXTENDED MEMPHIS TN 381124426 620512078 501(C)(3) 5000 SUPPORT 2012 CELEBRATION LUNCHEON GREATER MEMPHIS CHAMBER OF COMMERCE 22 N FRONT ST STE 200 MEMPHIS TN 381032100 620291250 501(C)(6) 56500 SUPPORT HAITI MEDICAL MISSIONS OF MEMPHIS 1179 KIRBY PKWY 1 PMB 355 MEMPHIS TN 381380000 621822470 501(C)(3) 5000 14TH ANNUAL 24-HR TOUR D' ESPRIT HEALTHY MEMPHIS COMMON TABLE 3175 LENOX PARK BLVD STE 309 MEMPHIS TN 381154291 621820264 501(C)(3) 75000 2012, SUPPORT "TRIPLE AIM" PROGRAM INDIA ASSOCIATION OF MEMPHIS 5740 FOX BEND AVE MEMPHIS TN 381153509 581489754 501(C)(3) 5000 2012 INDIAFEST ITN MEMPHIS 561 SOUTH PRESCOTT MEMPHIS TN 38111 900622348 501(C)(3) 10000 START-UP OF ITN-MEMPHIS JUVENILE DIABETES RESEARCH TOTAL 498 HALLE PARK DRIVE SUITE 102 COLLIERVILLE TN 38017 231907729 501(C)(3) 5000 JDRF WEST TN CHAPTER LEADERSHIP ACADEMY 22 N FRONT ST STE 500 MEMPHIS TN 381032156 581607228 501(C)(3) 20000 LEADERSHIP ACADEMY "WHAT'S RIGHT" SPONSORSHIP, AND CORPORATE PLEDGE 2012 LEADERSHIP MEMPHIS 119 S MAIN ST STE 425 MEMPHIS TN 381033673 621043517 501(C)(3) 20400 SCHOLARSHIPS LIBERTY BOWL FESTIVAL ASSOCIATION 3767 NEW GETWELL RD MEMPHIS TN 381186013 626064769 501(C)(4) 6340 LIBERTY BOWL SPONSORSHIP LEMOYNE-OWEN COLLEGE 807 WALKER AVENUE MEMPHIS TN 38126 620475690 501(C)(3) 10000 150 YEAR CELEBRATION OF LEMOYNE-OWEN COLLEGE MARCH OF DIMES 5384 POPLAR AVENUE SUITE 107 MEMPHIS TN 38119 131846366 501(C)(3) 12500 MARCH OF DIMES FOR BABIES EVENT MED FOUNDATION 877 JEFFERSON AVENUE MEMPHIS TN 38103 581737031 N/A 5000 2013 MED NIGHT A SOUL CELEBRATION MEMPHIS BOTANIC GARDEN FOUNDATION 750 CHERRY RD MEMPHIS TN 381174608 237159172 501(C)(3) 10000 CHILDREN'S GARDEN CONTRIBUTION MEMPHIS BRANCH NAACP 588 VANCE AVENUE MEMPHIS TN 38126 620637884 N/A 20000 MEM. BRANCH NAACP 2012 FREEDOM FUND GALA MEMPHIS BUSINESS GROUP ON HEALTH 5050 POPLAR AVE STE 509 MEMPHIS TN 381570509 621241760 501(C)(3) 5100 2012 ANNUAL MBGH CONFERENCE MEMPHIS BUSINESS JOURNAL 80 MONROE AVENUE SUITE 600 MEMPHIS TN 38103 621337680 N/A 6606 GENERAL EVENT SUPPORT AND SPONSORSHIP MEMPHIS FRIENDS OF ISRAEL 6412 LEBARRETT COVE MEMPHIS TN 38120 261463102 501(C)(3) 5000 2012 ISRAEL FESTIVAL MEMPHIS JEWISH COMMUNITY CENTER 6560 POPLAR AVE MEMPHIS TN 381383614 620481800 501(C)(3) 25000 5 YR OF 10 YR PLEDGE MEMPHIS JEWISH FEDERATION 6560 POPLAR AVE MEMPHIS TN 38138 620475747 501(C)(3) 5000 MEMPHIS JEWISH FEDERATION MEDICAL DIRECTOEY MEMPHIS JEWISH HOME & REHAB 38 BAZEBERRY ROAD CORDOVA TN 38018 620499939 501(C)(3) 10000 MEMPHIS JEWISH HOME & REHAB 85TH ANNIVERSARY MEMPHIS SHELBY CRIME COMMISSION 600 JEFFERSON AVE STE 400 MEMPHIS TN 38105 621693848 501(C)(3) 5000 SUPPORT MEMPHIS SHELBY CRIME COMMISSION MEMPHIS THEOLOGICAL SEMINARY 168 E PARKWAY S MEMPHIS TN 381044340 626012228 501(C)(3) 7500 SUPPORT DR. HENRY LOGAN STARKS SCHOLARSHIP, CPR TRAINING EQUIPMENT MEMPHIS TOMORROW 22 N FRONT ST STE 670 MEMPHIS TN 381032168 621867308 501(C)(3) 126000 MEMPHIS FASTFORWARD YEAR 5 PLEDGE MID-SOUTH MINORITY BUSINESS COUNCIL 158 MADISON AVE STE 300 MEMPHIS TN 381032682 621198163 501(C)(3) 77000 2012 MEMPHIS BUSINESS ACADEMY, AND 2012 ECONOMIC DEVELOPMENT FORUM NATIONAL CIVIL RIGHTS MUSEUM 450 MULBERRY MEMPHIS TN 38103 581484027 501(C)(3) 17500 2012 FREEDOM AWARD CEREMONY & GALA NATIONAL KIDNEY FOUNDATION 857 MT MORIAH SUITE 201 MEMPHIS TN 38117 620806802 501(C)(3) 5750 NATIONAL KIDNEY FOUNDATION FUNDRAISING EVENT NATIONAL MULTIPLE SCLEROSIS SOCIETY 214 OVERLOOK CIR STE 153 BRENTWOOD TN 370273215 620693217 501(C)(3) 5000 WOMEN AGAINST MS EVENT NORTHWEST MISSISSIPPI COMMUNITY 315 LOSHER ST SUITE 100 HERNANDO MS 38632 943421724 501(C)(3) 5000 2ND INSTALLMENT FOR DIVISION OF NURSING BUILDING @ SALVATION ARMY 696 JACKSON AVENUE MEMPHIS TN 38105 580660607 501(C)(3) 5000 2012 ANNUAL DINNER GOLD SPONSORSHIP SHELBY COUNTY SCHOOLS EDUCATION PO BOX 383273 GERMANTONW TN 38138 621862441 501(C)(3) 50000 CITY,COUNTY SCHOOL CONSOLIDATION TRANSITION SHELBY FARMS PARK CONSERVANCY 500 N PINE LAKE DR MEMPHIS TN 381347970 260350397 501(C)(3) 50000 SUPPORT FOR PHASE ONE OF THE SHELBY FARMS PARK SOUTHERN COLLEGE OF OPTOMETRY 1245 MADISON AVENUE MEMPHIS TN 38104 620548917 501(C)(3) 10000 SUPPORT ENVISION PROGRESS CAPITAL CAMPAIGN ST JUDE CLASSIC 3325 CLUB AT SOUTHWIND MEMPHIS TN 38125 620676258 501(C)(3) 11000 SUPPORT THE PRO-AM COMPETITIONS STAR CENTER INC 1119 OLD HUMBOLDT ROAD JACKSON TN 38305 621354152 501(C)(3) 10750 KIDSFEST SPONSORSHIP 2012 TEACH FOR AMERICA 175 TOYOTA PLAZA SUITE 350 MEMPHIS TN 381032500 133541913 501(C)(3) 5000 TEACH FOR AMERICA SPONSORSHIP TENNESSEE EMERGENCY MEDICAL ASSOCIATION 2007 TERRACE PLACE NASHVILLE TN 37203 202802786 501(C)(3) 11000 PLATINUM LEVEL - ACUTE & EMERGENCY CARE TENNESSEE MEDICAL FOUNDATION PO BOX 120909 NASHVILLE TN 372120909 620541813 501(C)(3) 5000 SUPPORT TRI-STATE DEFENDER 203 BEALE STREET SUITE 200 MEMPHIS TN 38103 620639679 N/A 5000 BENEFACTOR SPONSOR- 2012 HEALTH FAIR UNITED METHODIST NEIGHBORHOOD 3000 WALNUT GROVE ROAD MEMPHIS TN 38111 620794812 501(C)(3) 10000 2ND & 3RD INSTALLMENT OF PLEDGE UNIVERSITY OF MEMPHIS ALUMNI 635 NORMAL STREET MEMPHIS TN 38152 626048540 501(C)(3) 5600 50TH ANNIVERSARY CELEBRATION SPONSOR UNIVERSITY OF MEMPHIS FOUNDATION ONE N FRONT ST MEMPHIS TN 381032189 626048540 501(C)(3) 5600 DELTA EVERYTHING SOUTHERN CONFERENCE VICTORIAN VILLAGE INC 671 JEFFERSON AVENUE MEMPHIS TN 38105 320179390 501(C)(3) 10000 TO VICTORIAN VILLAGE, INC. COMMUNITY DEVELOPMENT C WINGS CANCER FOUNDATION 100 N HUMPHREYS BLVD MEMPHIS TN 381202146 621742388 501(C)(3) 10000 BET AGAINST BREAST SPONSORSHIP WLOK RADIO 1340 AM 363 SOUTH SECOND STREET MEMPHIS TN 38103 621839110 N/A 5000 WLOK 35TH ANNIVERSARY BANQUET SPONSORSHIP YMCA OF MEMPHIS & THE MID SOUTH 6373 QUAIL HOLLOW SUITE 201 MEMPHIS TN 38120 620476304 501(C)(3) 6400 2012 YMCA CONTRIBUTION 69 60 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: GRANTS ARE MADE IN ACCORDANCE WITH THE METHODIST LE BONHEUR HEALTHCARE MISSION STATEMENT OF PROVIDING RESOURCES TO EXTEND HEALTH CARE THROUGH THE METHODIST LE BONHEUR HEALTHCARE SERVICE AREA. ALL GRANT REQUESTS ARE REVIEWED AND APPROVED BY A GROUP OF EXECUTIVES CONSISTING OF THE CEO, COO, CFO AND EVP OF METHODIST LE BONHEUR HEALTHCARE. X X 1 1 X X X X 0 1 0 0 0 0 0 1 0 JIMMIE MANCELL MD 0 316804 0 0 0 0 0 15000 0 22977 0 354781 0 0 GARY SHORB 810152 0 387960 0 86369 0 627485 0 14369 0 1926335 0 66894 0 CHRISTOPHER MCLEAN 463726 0 176443 0 21082 0 130578 0 23109 0 814938 0 0 0 NIKKI POLIS 206805 0 0 0 13335 0 31995 0 6895 0 259030 0 0 0 LARRY SPRATLIN 0 289765 0 38391 0 36781 0 36718 0 19063 0 420718 0 30544 DONNA ABNEY 400648 0 158407 0 106424 0 185877 0 25167 0 876523 0 94428 0 JERRY MALIOT 86820 0 0 0 309895 0 8388 0 14587 0 419690 0 0 0 SUSAN THURMOND 353414 0 121933 0 121938 0 153824 0 9235 0 760344 0 95217 0 GEORGE MAYZELL 323653 0 78102 0 16117 0 56254 0 11133 0 485259 0 0 0 DAVID BAYTOS 291523 0 96269 0 75563 0 92122 0 21089 0 576566 0 52391 0 CAROL ROSS-SPANG 273519 0 94059 0 33436 0 80744 0 22474 0 504232 0 23158 0 CATO JOHNSON 256565 0 86697 0 265409 0 99336 0 13366 0 721373 0 250639 0 ALEXANDER MACGREGOR 360534 0 80955 0 53378 0 63186 0 15869 0 573922 0 38484 0 LYNN FIELD 189006 0 34256 0 10381 0 39504 0 12895 0 286042 0 0 0 GARY GUNDERSON 81701 0 57280 0 19196 0 17930 0 22158 0 198265 0 0 0 WILLIAM BREEN JR 310867 0 73408 0 8638 0 75799 0 7977 0 476689 0 0 0 EDWARD RAFALSKI 236280 0 55910 0 1952 0 61516 0 12676 0 368334 0 0 0 STEVE WEST 189036 0 42611 0 110612 0 59474 0 2693 0 404426 0 104103 0 ELIZABETH OSTRIC 237609 0 0 0 9843 0 26714 0 17884 0 292050 0 0 0 MICHAEL NESBIT 211402 0 39053 0 30553 0 44515 0 22041 0 347564 0 10344 0 LARRY FOGARTY 211033 0 38497 0 21900 0 46339 0 19219 0 336988 0 0 0 DAVID ROSENBAUM 177059 0 32602 0 19330 0 34154 0 15748 0 278893 0 10948 0 PART I, LINE 1A DUES TO SOCIAL CLUBS ARE PROVIDED FOR CERTAIN EMPLOYEES. THE PERSONAL USE OF SUCH FACILITIES ARE INCLUDED IN THE EMPLOYEE'S TAXABLE INCOME. A HOUSING ALLOWANCE IS PROVIDED TO ONE CLERGYMAN FOR MINISTERIAL SERVICES PROVIDED TO PATIENTS AND THEIR FAMILIES. THIS AMOUNT IS INCLUDED IN BOX 14 OF THE EMPLOYEE'S W-2. PART I, LINE 4B THE PURPOSE OF THE METHODIST LE BONHEUR HEALTHCARE CONSOLIDATED EXECUTIVE DEFERRED COMPENSATION PLAN IS TO PROVIDE RETIREMENT BENEFITS FOR CERTAIN EXECUTIVE LEVEL EMPLOYEES IN ADDITION TO THE BENEFITS PROVIDED THROUGH THE OTHER RETIREMENT PLANS THAT ARE SPONSORED BY THE COMPANY. IT IS INTENDED THAT THIS PLAN COMPLY WITH INTERNAL REVENUE CODE SECTION 457(F) AND QUALIFY FOR THE SHORT TERM DEFERRAL EXCEPTION TO CODE SECTION 409A. UNDER THE PLAN, CORPORATE EXECUTIVES AT OR ABOVE THE VICE PRESIDENT LEVEL ARE ELIGIBLE TO RECEIVE EXECUTIVE DEFERRED COMPENSATION CREDITS DEPENDING ON THEIR POSITION CLASSIFICATION [6%,8%,10%,12% OF BASE SALARY]. EACH PLAN YEAR, THE EXECUTIVE MUST ELECT A DEFERRED VESTING DATE TO BE APPLIED TO THE DEFERRED COMPENSATION CREDIT THAT WILL BE EARNED IN THAT PLAN YEAR. THE DEFERRED VESTING DATE IS SUBJECT TO A VESTING SCHEDULE THAT REQUIRES A MINIMUM DEFERRAL OF 5 YEARS TO BECOME VESTED. UPON REACHING AGE 55, THE MINIMUM DEFERRAL IS REDUCED TO 3 YRS. UPON REACHING AGE 60, THE MINIMUM DEFERRAL IS REDUCED TO 2 YRS. AT AGE 64, A CASH EQUIVALENT IS PROVIDED TO THE EXECUTIVE AND NO ADDITIONAL DEFERRALS ARE MADE UNDER THIS PLAN. THE PLAN IS UNFUNDED WITH ALL BENEFITS PAID FROM THE COMPANY'S GENERAL ASSETS. HOWEVER, THE EXECUTIVE IS ALLOWED TO DIRECT THE INVESTMENTS OF HIS DEFERRED COMPENSATION CREDIT IN A MENU OF INVESTMENT ALTERNATIVES MADE AVAILABLE BY THE COMPANY. UPON VESTING, A DISTRIBUTION IS PROVIDED LESS THE APPLICABLE TAX. IN THE CASE OF A VOLUNTARY TERMINATION OF EMPLOYMENT BY THE EXECUTIVE OR INVOLUNTARY TERMINATION OF EMPLOYMENT FOR CAUSE BY THE COMPANY, THE NON-VESTED FUNDS ARE FORFEITED. ACCELERATED VESTING (100%) IS ALLOWED UPON DEATH, DISABILITY OR AN INVOLUNTARY TERMINATION BY THE COMPANY WITHOUT CAUSE. ALLOCATIONS TO THE PLAN FOR 2012 INCLUDE THE FOLLOWING: FROM THE FILING ORGANIZATION: GARY SHORB - $ 94,220 CHRISTOPHER MCLEAN - 56,565 NIKKI POLIS - 23,861 GARY GUNDERSON - 10,201 WILLIAM BREEN JR. - 38,239 LYNN FIELD - 11,933 DONNA ABNEY - 49,331 SUSAN THURMOND - 44,778 STEVE WEST - 7,160 GEORGE MAYZELL - 41,315 DAVID BAYTOS - 37,037 CAROL ROSS-SPANG - 34,331 ALEXANDER MACGREGOR - 9,051 MICHAEL NESBIT - 18,497 LARRY FOGARTY - 18,562 MICHELLE COLLIS - 13,267 EDWARD RAFALSKI - 28,586 FROM A RELATED ORGANIZATION: LARRY SPRATLIN - 23,473 PART I, LINE 7 THE MANAGEMENT INCENTIVE PLAN INTENDS TO REWARD MANAGEMENT FOR THE ACHIEVEMENT OF PERFORMANCE AGAINST A PRE-ESTABLISHED SET OF BALANCED AND CHALLENGING GOALS. THE PLAN ALSO INCLUDES A PROVISION THAT DEFERS VESTING OF A PORTION OF THE AWARD SUBJECT TO CONTINUED EMPLOYMENT (WITH A SUBSTANTIAL RISK OF FORFEITURE) TO ENCOURAGE RETENTION OF EXECUTIVES. THIS PLAN IS REVIEWED BY AN EXTERNAL THIRD-PARTY CONSULTANT. A THE HEALTH EDUCATIONAL & HOUSING FACILITY BOARD OF THE COUNTY OF SHELBYTN 521283414 821697VM8 2004-09-15 161400000 ADVANCE REFUNDING, CAPITAL ACQUISITION 0 0 0 B THE HEALTH EDUCATIONAL & HOUSING FACILITY BOARD OF THE COUNTY OF SHELBYTN 521283414 821697VN6 2004-09-15 89000000 CAPITAL ACQUISITION 0 0 0 C THE HEALTH EDUCATIONAL & HOUSING FACILITY BOARD OF THE COUNTY OF SHELBYTN 521283414 821697ZK8 2008-06-12 270000000 CURRENT REFUNDING, CAPITAL ACQUISITION 0 0 0 D THE HEALTH EDUCATIONAL & HOUSING FACILITY BOARD OF THE COUNTY OF SHELBYTN 521283414 821697YF0 2008-06-12 112198412 CURRENT REFUNDING 0 0 0 A 6830000 130655000 166325436 16265212 2586587 6941323 3689402 135028234 2005 0 1 1 1 B 86475000 91066651 2614022 779734 3792993 80597104 2005 0 0 1 1 C 271596333 9942498 1355713 10279010 187388948 65615000 2010 1 0 1 1 D 37735000 113691769 11670844 964513 100014058 1998 1 0 1 1 A 0 0 1 1 1 1 0.00000 0.00000 0.00000 0 0 1 B 0 0 1 1 1 1 0.00160 0.00010 0.00170 0 0 1 C 0 0 1 1 1 1 0.00090 0.00000 0.00090 0 0 1 A 0 0 0 1 0 1 JP MORGAN CHASE NA 14.600000000000 0 0 0 0 1 B 0 0 0 1 0 1 JP MORGAN CHASE NA 11.600000000000 0 0 0 0 1 C 0 1 0 0 1 1 JP MORGAN CHASE NA 28.400000000000 0 0 0 0 1 D 0 1 0 0 0 0 0 0 1 SCHEDULE K PART IV, ARBITRAGE, LINE 2C DATE REBATE COMPUTATION PERFORMED ISSUER NAME: THE HEALTH, EDUCATIONAL & HOUSING FACILITY BOARD OF THE COUNTY DATE THE REBATE COMPUTATION WAS PERFORMED: 11/12/2009 ISSUER NAME: THE HEALTH, EDUCATIONAL & HOUSING FACILITY BOARD OF THE COUNTY DATE THE REBATE COMPUTATION WAS PERFORMED: 10/26/2009 SCHEDULE K, PART II, LINE 3, TOTAL PROCEEDS: AMOUNTS REPORTED ON LINE 3 INCLUDE INVESTMENT EARNINGS ON BOND PROCEEDS AS FOLLOWS: BOND [A]: SALE PROCEEDS: $ 161,400,000 INVESTMENT EARNINGS: 4,925,436 TOTAL TO LINE 3: $ 166,325,436 BOND [B]: SALE PROCEEDS: $ 89,000,000 INVESTMENT EARNINGS: 2,066,651 TOTAL TO LINE 3: $ 91,066,651 BOND [C]: SALE PROCEEDS: $ 270,000,000 INVESTMENT EARNINGS: 1,596,333 TOTAL TO LINE 3: $ 271,596,333 BOND [D]: SALE PROCEEDS: $ 112,198,412 INVESTMENT EARNINGS: 1,493,357 TOTAL TO LINE 3: $ 113,691,769 BOND [E]: SALE PROCEEDS: $ 101,481,257 INVESTMENT EARNINGS: 3 TOTAL TO LINE 3: $ 101,481,260 SCHEDULE K, PART II, LINE 11, OTHER SPENT PROCEEDS: THE AMOUNTS PRESENTED ON LINE 11 REPRESENT BOND PROCEEDS USED TO CURRENTLY AND ADVANCE REFUND PRIOR ISSUES, AS NOTED IN PART II, LINES 14 AND 15. SCHEDULE K, PART III, BOND [D]: THE PROCEEDS OF THE BONDS REPORTED IN COLUMN [D] WERE USED ENTIRELY TO REFUND BOND ISSUES DATED PRIOR TO JANUARY 1, 2003 (EXCEPT AMOUNTS USED FOR COSTS OF ISSUANCE AND RESERVE FUNDS AS NOTED IN PART II); THEREFORE, PART III IS NOT APPLICABLE TO THE BONDS IN COLUMN [D]. A THE HEALTH EDUCATIONAL & HOUSING FACILITY BOARD OF THE COUNTY OF SHELBYTN 521283414 821697G45 2012-05-16 101481257 CAPITAL ACQUISITION 0 0 0 A 101481260 49995 1481257 100000000 2010 0 0 1 1 A 0 0 1 1 1 1 0.00040 0.00000 0.00040 0 0 1 A 0 1 0 0 0 0 0 0 1 BELZ INVESTCO GP OWNED IN PART BY BOARD MEMBER RONALD BELZ 708927 PROPERTY LEASE AND RENTAL 0 HIGHLAND CAPITAL INVESTMENTS BOARD MEMBER STEVE WISHNIA IS THE SOLE OWNER 163355 INVESTMENT MANAGEMENT FEES 0 CONTINUATION OF PROGRAM SERVICE ACCOMPLISHMENTS: FORM 990, PART III, LINE 4A: BY FAR, THE LARGEST PERCENTAGE OF MLH IS THE METHODIST HEALTHCARE-MEMPHIS HOSPITALS (MHMH) WHICH INCLUDES METHODIST UNIVERSITY HOSPITAL, METHODIST NORTH HOSPITAL, METHODIST SOUTH HOSPITAL, METHODIST LE BONHEUR GERMANTOWN HOSPITAL AND LE BONHEUR CHILDREN'S HOSPITAL. COMBINED, THESE ENTITIES HAVE GIVEN SIGNIFICANTLY TO THEIR SURROUNDING COMMUNITIES WITH THE SUPPORT OF METHODIST LE BONHEUR HEALTHCARE. IN 2012, METHODIST LE BONHEUR HEALTHCARE PROVIDED $149,221,818 MILLION OF NET COMMUNITY BENEFIT EXPENSE TO CHARITY, MEDICAID, TENNCARE, MEDICAL EDUCATION, AND COMMUNITY SERVICES. NET COMMUNITY BENEFIT EXPENSE IS CALCULATED USING A STANDARD APPROACH AS REQUIRED FOR GOVERNMENT BENEFIT REPORTING. MEDICAL EDUCATION AND RESEARCH: METHODIST LE BONHEUR HEALTHCARE SUPPORTS MEDICAL EDUCATION AND RESEARCH VIA DIRECT SALARY AND BENEFIT CONTRIBUTIONS TO THE UNIVERSITY OF TENNESSEE GRADUATE MEDICAL SCHOOL TO COVER THE COST OF GRADUATE MEDICAL TRAINING POSITIONS (GME) AT METHODIST UNIVERSITY HOSPITAL, LE BONHEUR CHILDREN'S MEDICAL CENTER, AND METHODIST LE BONHEUR GERMANTOWN HOSPITAL. THESE GME RESIDENTS AND FELLOWS ARE EMPLOYEES AND TRAINEES AT THE UNIVERSITY OF TENNESSEE. THE FINANCIAL SUPPORT PROVIDED BY MLH COVERS THEIR TIME AND EFFORT SPENT PROVIDING PATIENT CARE AT METHODIST HOSPITALS IN ADDITION TO THEIR EDUCATIONAL ACTIVITIES. IN 2012, METHODIST CONTRIBUTED $27 MILLION TO THE UNIVERSITY OF TENNESSEE HEALTH SCIENCE CENTER FOR EDUCATION AND TRAINING. CHURCH HEALTH CENTER/CHRIST COMMUNITY HEALTH SERVICES: AS AN EARLY SUPPORTER OF THE CHURCH HEALTH CENTER, METHODIST LE BONHEUR HEALTHCARE STRONGLY BELIEVES IN ITS MISSION TO SERVE THE WORKING POOR. FROM ITS BEGINNINGS AS A PROJECT OF ST. JOHN'S UNITED METHODIST CHURCH ALONG WITH DR. SCOTT MORRIS TO THE COMPREHENSIVE COMMUNITY RESOURCE IT IS TODAY, THE CHURCH HEALTH CENTER PROVIDES AFFORDABLE HEALTH CARE, DENTISTRY, OPTOMETRY, PASTORAL COUNSELING, AND HEALTH EDUCATION TO ITS TARGETED MARKET, THE WORKING POOR, IN MEMPHIS. METHODIST HEALTHCARE TAKES PRIDE IN SUPPORTING THIS WORTHY ENDEAVOR. MLH SUPPORTS THE CHURCH HEALTH CENTER MISSION BY PROVIDING PATIENT CARE FREE OF CHARGE. DURING 2012, MLH ALSO GAVE $1,000 TO SUPPORT THEIR "ROCK FOR LOVE" CONCERT/FUNDRAISER. IN 2012, MLH ALSO SUPPORTED THE MEMPHIS PLAN BY CONTRIBUTING $ 10 MILLION IN FUNDS. THE MEMPHIS PLAN IS THE CHURCH HEALTH CENTERS EMPLOYER-SPONSORED HEALTHCARE PLAN FOR SMALL BUSINESSES AND THE SELF-EMPLOYED. HOWEVER, IT IS NOT HEALTH INSURANCE. BY RELYING ON DONATED SERVICES FROM VOLUNTEER DOCTORS, AREA HOSPITALS AND LABORATORIES, THE MEMPHIS PLAN OFFERS UNINSURED PEOPLE IN LOWER-WAGE JOBS ACCESS TO QUALITY, AFFORDABLE HEALTHCARE. THIS INCLUDES PRIMARY AND SPECIALTY CARE, HOSPITALIZATION, AND OTHER MEDICAL SERVICES. THE MEMPHIS PLAN PROVIDES HEALTHCARE FOR UNINSURED WORKING PEOPLE WHO FALL THROUGH THE CRACKS OF THE CURRENT HEALTHCARE SYSTEM BECAUSE THEY EARN TOO MUCH TO QUALIFY FOR STATE OR FEDERAL PROGRAMS. IT ALSO ANSWERS THE NEED OF SMALL BUSINESS OWNERS WHO CARE ABOUT THEIR EMPLOYEES BUT CANNOT AFFORD TO PROVIDE TRADITIONAL HEALTH INSURANCE. WITH THE MEMPHIS PLAN, EMPLOYERS CAN PROVIDE AN ESSENTIAL BENEFIT WHILE ENHANCING JOB PRODUCTIVITY AND RETAINING VALUED EMPLOYEES. CHRIST COMMUNITY HEALTH SERVICES HAVE ROUTINELY FOCUSED ON FULFILLING THE PHYSICAL, SPIRITUAL AND EMOTIONAL NEEDS OF THE POOR, HOMELESS, AND THE UNINSURED SINCE 1995. THROUGH STRATEGICALLY PLACED HEALTH CARE CENTERS AND OUTREACH PROGRAMS, THEY PROVIDE HIGH-QUALITY HEALTH CARE AND OTHER SERVICES TO THOUSANDS OF PATIENTS, CAREGIVERS, STUDENTS AND FAMILIES EACH YEAR. MLH PROVIDED $5,631,977 FOR PATIENTS OF THE CHURCH HEALTH CENTER AND CHRIST COMMUNITY. COMMUNITY EDUCATION: METHODIST UNIVERSITY HOSPITAL HOSTED TWO EDUCATION SYMPOSIUMS FOR THE EMS COMMUNITY: "WHEN EVERY SECOND COUNTS" PRE-HOSPITAL CARE CARDIAC SYMPOSIUM ON MAY 22ND, WITH 192 ATTENDEES AND "WHEN EVERY SECOND COUNTS" PRE-HOSPITAL CARE NEURO SYMPOSIUM ON NOVEMBER 15TH WITH 219 ATTENDEES. TOTAL COST OF THESE OFFERINGS WAS $45,776. METHODIST HEALTHCARE PROVIDED TRAINING FOR 6,119 NURSES, THERAPISTS, PHYSICIANS, AND OTHER MEDICAL PROFESSIONALS FROM OUTSIDE OUR ORGANIZATION EITHER THROUGH CONFERENCES, ROTATIONS, OR JOB SHADOWING. LE BONHEUR COMMUNITY HEALTH AND WELL-BEING: LE BONHEUR CHILDREN'S HOSPITAL'S COMMUNITY HEALTH AND WELL-BEING DIVISION EXTENDS THE WORK OF THE HOSPITAL BEYOND ITS WALLS. THROUGH A VARIETY OF PROGRAMS, THIS DIVISION MAKES A DIFFERENCE IN THE EVERYDAY LIVES OF CHILDREN IN COMMUNITIES THROUGHOUT THE REGION. WHILE THESE PROGRAMS ARE LARGELY FUNDED BY GRANTS, METHODIST ALSO PROVIDED MONIES TO SUPPORT THESE PROGRAMS. THE DEPARTMENT PROVIDED: - 17,054 HEALTH SCREENINGS FOR CHILDREN THROUGHOUT THE COMMUNITY - 15,927 HIV SCREENINGS FOR CHILDREN AND ADULTS - PHARMACY ASSISTANCE WITH $608,450 SAVED - 8 TELEMEDICINE CONSULTATIONS A VARIETY OF PROGRAMS ADDRESSING ISSUES SUCH AS TEEN PREGNANCY, FATHERHOOD TRAINING, INJURY PREVENTION AND SAFETY, COMMUNITY FITNESS, DIVERSITY SWIM LESSONS, CRISIS INTERVENTION, FIRE SAFETY, NUTRITION CLASSES, PARENTING CLASSES AND DISPATCH OF OUR MOBILE MEDICAL UNIT WERE IMPLEMENTED IN 25 COUNTIES IN WEST TENNESSEE, EASTERN ARKANSAS, AND NORTHERN MISSISSIPPI. DONATIONS TO THE GENERAL COMMUNITY CONSISTED OF 2,845 CHILD SAFETY ITEMS, INCLUDING CAR SEATS, CRIBS, MATTRESSES, SHEET SETS, AND SMOKE DETECTORS. METHODIST HEALTHCARE FOUNDATION: THE FOUNDATION RAISES FUNDS TO BENEFIT AND STRENGTHEN THE METHODIST HOSPITAL PROGRAMS AND CENTERS OF EXCELLENCE. FUNDS RAISED ENHANCE CLINICAL AND RESEARCH INITIATIVES, UNDERWRITE COSTS FOR FACILITIES, TECHNICIANS AND EQUIPMENT AND BRIDGE THE GAP BETWEEN WHAT HOSPITAL REIMBURSEMENT COVERS AND WHAT IS NECESSARY TO STAY ON THE CUTTING EDGE OF MEDICAL SCIENCE. IN 2012, THE FOUNDATION PROVIDED $2,571,271 IN SUPPORT OF THESE PROGRAMS, ALL WHICH BENEFITED THE COMMUNITY. HERE ARE SOME HIGHLIGHTS: THE FOUNDATION RAISED FUNDS TO OPEN THE COMPREHENSIVE SICKLE CELL CENTER, LOCATED AT METHODIST UNIVERSITY HOSPITAL. FUNDS WERE ALSO RAISED TO ENDOW CLINICAL AND RESEARCH LEADER FOR THE CENTER. OVER 100 PATIENTS HAVE REGISTERED AND ARE NOW RECEIVING COMPREHENSIVE PREVENTATIVE CARE FOR THEIR SICKLE CELL DISEASE. MANY YEARS AGO, THE METHODIST FOUNDATION ESTABLISHED "THE HUMANITARIAN FUND" WHICH HELPS METHODIST ASSOCIATES IN TIMES OF CRISIS (I.E., FIRE, CRIME, DEATH). IN 2012, THE FOUNDATION PROVIDED $358,868 IN SUPPORT OF THESE ASSOCIATES. THE METHODIST FOUNDATION AWARDED COLLEGE SCHOLARSHIPS TO CHILDREN AND DEPENDENTS OF ASSOCIATES WHO PLAN TO PURSUE A CAREER IN A HEALTH-RELATED FIELD OF STUDY. IN 2012, THE FOUNDATION PRESENTED 20 SCHOLARSHIPS TOTALING $22,000. METHODIST AND THE FOUNDATION SUPPORT LIFELONG LEARNING FOR OUR PHYSICIANS. IN 2012, WE OFFERED 106 PROGRAMS AND 1,766 HOURS OF TRAINING. A TOTAL OF 18,742 PHYSICIANS AND 946 NON PHYSICIANS ATTENDED. IN 2012, THE PHYSICIANS' RESEARCH NETWORK HAD 531 OPEN CLINICAL RESEARCH PROTOCOLS. THE PRN OPERATES UNDER THE UMBRELLA OF THE METHODIST HEALTHCARE FOUNDATION AND FACILITATES ADULT AND PEDIATRIC RESEARCH WITHIN THE HOSPITALS. PRN PROVIDES STUDY COORDINATION, SUPPORT SERVICES, AND REGULATORY ASSISTANCE TO INVESTIGATORS MANAGING INPATIENT AND OUTPATIENT CLINICAL RESEARCH TRIALS. CONTINUATION OF PROGRAM SERVICE ACCOMPLISHMENTS: FORM 990, PART III, LINE 4A: LE BONHEUR FOUNDATION: THE LE BONHEUR FOUNDATION, IN PARTNERSHIP WITH DONORS AND VOLUNTEERS, PROMOTES PHILANTHROPIC INVESTMENT TO SUPPORT LE BONHEUR CHILDREN'S HOSPITAL'S MISSION OF PROVIDING HIGH QUALITY PATIENT CARE, RESEARCH AND ADVOCACY. IN 2012, THE FOUNDATION RAISED $8,435,000. ITS THREE MAJOR PROJECTS ARE: - LE BONHEUR CAPITAL CAMPAIGN SINCE 2005, THE LE BONHEUR FOUNDATION HAS BEEN INVOLVED IN A $113 MILLION CAPITAL CAMPAIGN TO ASSIST IN RAISING THE FUNDS NEEDED FOR THE NEW LE BONHEUR CHILDREN'S HOSPITAL WHICH OPENED IN 2010. - FEDEX FAMILY HOUSE A HOME AWAY FROM HOME FOR OUT-OF-TOWN FAMILIES WHO COME TO LE BONHEUR CHILDREN'S HOSPITAL FOR TREATMENT - CHILDREN'S MIRACLE NETWORK HOSPITALS RELATIONSHIP A TOTAL OF $159,800 IN GRANTS WAS RECEIVED FOR A VARIETY OF RESEARCH PROJECTS. FAITH AND HEALTH DIVISION: THE FAITH AND HEALTH DIVISION FULFILLS ITS MISSION IN OUR MHMH HOSPITALS AND IN THE COMMUNITY, PARTICULARLY THROUGH AREA CHURCHES. IT IS RESPONSIBLE FOR THE CONTINUUM OF PASTORAL SERVICES WHICH INCLUDE THOSE OFFERED INSIDE THE WALLS OF OUR HOSPITALS AS WELL AS THROUGH PARTNERSHIPS WITH CONGREGATIONS AND COMMUNITY PARTNERS. THE CONGREGATIONAL HEALTH NETWORK IS A COVENANT RELATIONSHIP BETWEEN MHMH, MID-SOUTH CONGREGATIONS AND COMMUNITY HEALTH ORGANIZATIONS. THE CHN PROVIDES A NETWORK OF 511 CONGREGATIONS AND FAITH COMMUNITIES THAT ARE PARTNERING WITH US TO SHARE THE MINISTRY OF CARING FOR OUR PATIENTS HELPING PEOPLE NAVIGATE THE JOURNEY FROM HOME TO MEDICAL CARE AND BACK. THE GOAL OF THIS PROGRAM IS TO BUILD STRONGER RELATIONSHIPS AND BRIDGES BETWEEN LOCAL FAITH COMMUNITIES AND METHODIST LE BONHEUR HEALTHCARE (MLH) IN ORDER TO IMPROVE THE PATIENT EXPERIENCE IN THE MLH SYSTEM AND MORE BROADLY TO BUILD HEALTHIER COMMUNITIES IN MEMPHIS, TENNESSEE AND THE MID-SOUTH. THE CONGREGATIONAL HEALTH NETWORK PROVIDES THE FOLLOWING: - DEVELOPMENT AND MAINTENANCE OF A SOCIAL SYSTEM (INCLUDING CONGREGATIONS, VOLUNTEERS, MLH AND PARTNERS) - IMPLEMENTATION OF COVENANT RELATIONSHIPS (INCLUDING VALUE-ADDED INCENTIVES) - IN-HOSPITAL SUPPORT AND ACCOMPANIMENT - COMMUNITY HEALTH PROMOTION - MICRO-GRANTS TO CONGREGATIONS AND COMMUNITY PARTNERS TO SUPPORT HEALTH-PROMOTING WORK - MAPPING AND LEVERAGING OF RELIGIOUS HEALTH ASSETS IN MEMPHIS - BUILDING PRACTICAL INTERFAITH COLLABORATION TO IMPROVE COMMUNITY HEALTH - TRAINING AND EDUCATION OF CONGREGATIONS AND LIAISONS (E.G. IN COMMUNITY CARE, HOSPITAL VISITATION, AFTERCARE TRAINING, END OF LIFE CARE, MENTAL HEALTH FIRST AID) IN 2012 THE CHN CONDUCTED 28 TRAINING CLASSES FOR 685 CONGREGATIONAL LIAISONS IN SEVERAL 2-HOUR, SEVEN WEEK CLASSES TO HELP THEM BETTER UNDERSTAND HEALTHCARE AND THE HEALTHCARE SYSTEM. METHODIST HEALTH AND WELFARE MINISTRIES HOSTED SEVERAL PROGRAMS IN 2012 AIMED AT CLERGY, PHYSICIANS AND LAYPERSONS. IT ALSO WORKS CLOSELY WITH THESE INDIVIDUALS AND THE COMMUNITY IN PROVIDING MANY ASPECTS OF HEALING, PUBLIC HEALTH AND HEALTH AWARENESS. THIS DIVISION PROVIDED THE FOLLOWING IN 2012: - SPEAKERS ON HEALTH TOPICS FOR EVENTS AT A NUMBER OF AREA VENUES INCLUDING COVINGTON FIRST UNITED METHODIST CHURCH, PLEASANT HILL BAPTIST CHURCH, FRAYSER EXCHANGE CLUB, AND NEW HIGHWAY CHURCH OF GOD IN CHRIST. - PARTICIPATED IN NUMEROUS HEALTH FAIRS SERVING OVER 1600 INDIVIDUALS. - COMMUNITY HEALTH EDUCATION FOR 2,504 INDIVIDUALS. THE DIVISION WORKS CLOSELY WITH THE UNITED METHODIST BOARD OF GLOBAL MINISTRIES BY COORDINATING SEVERAL OF ITS NATIONAL NETWORKS OF HEALTH MINISTRIES AND COOPERATES IN INTERNATIONAL MINISTRIES IN AFRICA, RUSSIA, AND WITH MISSION HOSPITALS THROUGHOUT THE WORLD. COMMUNITY INVOLVEMENT: METHODIST LE BONHEUR HEALTHCARE STRONGLY ENCOURAGES ASSOCIATES TO PARTICIPATE IN COMMUNITY CAUSES SUCH AS: HEART WALK-$41,454 OPERATION FEED FOR MEMPHIS FOOD BANK -$15,543 WEAR RED DAY FOR AMERICAN HEART ASSOCIATION -$3,130 SALVATION ARMY ANGEL TREE - SPONSORED 125 ANGELS METHODIST PLACES A STRONG EMPHASIS ON EDUCATION AND ENCOURAGES ASSOCIATES AND THEIR RESPECTIVE HOSPITAL OF EMPLOYMENT IN THE MLH SYSTEM TO PARTICIPATE IN THE MEMPHIS CITY SCHOOLS' ADOPT-A-SCHOOL PROGRAM. ASSOCIATES PROVIDED THE FOLLOWING SERVICES: - TUTOR AND MENTOR STUDENTS - SPEAKERS FOR A NUMBER OF EVENTS INCLUDING CAREER DAYS - JUDGED EVENTS SUCH AS SCIENCE PROJECTS - PROCTOR TESTS - FINANCIAL SUPPORT FOR SPECIAL NEEDS AND PROGRAMS LEADERS AND ASSOCIATES SPENT OVER 800 COMMUNITY SERVICE HOURS REPRESENTING METHODIST LE BONHEUR HEALTHCARE AT MANY COMMUNITY GROUPS' EVENTS AND SERVING ON VARIOUS BOARDS AND COMMITTEES. THE FOLLOWING GROUPS APPLY: AMERICAN CANCER SOCIETY AMERICAN HEART ASSOCIATION HEART WALK ARKWINGS BOYS & GIRLS CLUBS OF GREATER MEMPHIS CHILDREN'S HOSPITAL ASSOC. OF TN CYNTHIA MILK FUND EXCHANGE CLUB FIRST TEE OF MEMPHIS HOSPITAL WING LIVITUP, INC. MARCH OF DIMES MEDICAL EDUCATION RESEARCH INSTITUTE (MERI) MEMPHIS RESEARCH CONSORTIUM MEMPHIS RESEARCH CONSORTIUM MEMPHIS URBAN LEAGUE MEMPHIS WOMEN'S FOUNDATION MID-SOUTH COMFORT CARE AND BIOETHICS COALITION NE AR TRAUMA REGIONAL ADVISORY COUNCIL POLYSOMNOGRAPHY PROFESSIONAL STANDARDS COMMITTEE SOUTHWEST TN COMMUNITY COLLEGE MLT ADVISORY COMMITTEE TN ASSOCIATION OF BLOOD BANKS TN PSYCHOLOGICAL ASSOCIATION UNITED WAY URBAN CHILD INSTITUTE UT RESEARCH FOUNDATION BOARD MONETARY DONATIONS: METHODIST DONATED OVER $600,000 TO THE FOLLOWING NON-PROFIT AND NOT FOR PROFIT ENTITIES IN 2012: ALS ASSOCIATION AMERICAN CANCER SOCIETY AMERICAN HEART ASSOCIATION BOYS & GIRLS CLUBS OF MEMPHIS BRIDGES CHRIST COMMUNITY HEALTH SERVICES CHRISTIAN BROTHERS UNIVERSITY ( PHYSICIAN ASSISTANT PROGRAM) CHRISTIAN MEDICAL & DENTAL SOCIETY CHURCH HEALTH CENTER CIVIL RIGHTS MUSEUM COMMUNITY ALLIANCE FOR THE HOMELESS COMMUNITY FOUNDATION OF NORTHWEST MISSISSIPPI CROSSLINKS (BOTH FUNDS AND EQUIPMENT/SUPPLIES) CYSTIC FIBROSIS FOUNDATION FIRE MUSEUM OF MEMPHIS GIRL'S INC. HARWOOD CENTER ITN MEMPHIS JUVENILE DIABETES RESEARCH FOUNDATION MARCH OF DIMES MEMPHIS BUSINESS GROUP ON HEALTH MEMPHIS KOMEN MEMPHIS TOMORROW MID SOUTH MINORITY BUSINESS COUNCIL MID-SOUTH THEOLOGICAL SEMINARY MULTIPLE CHAMBERS OF COMMERCE NATIONAL ALLIANCE ON MENTAL ILLNESS NATIONAL MS SOCIETY SALVATION ARMY SICKLE CELL FOUNDATION SOUTHERN COLLEGE OF OPTOMETRY STAR CENTER TENNESSEE KIDNEY FOUNDATION TENNESSEE MEDICAL FOUNDATION THE MED FOUNDATION TN EMERGENCY MEDICAL SERVICES FOR CHILDREN TRANSFORMING BODIES AND MINDS UNITED METHODIST NEIGHBORHOOD CENTERS UNIVERSITY OF TENNESSEE HEALTH SCIENCE CENTER WINGS CANCER FOUNDATION IN-KIND DONATIONS: IN 2012 METHODIST PROVIDED EITHER MEETING SPACE OR EQUIPMENT VALUED AT OVER $75,000 TO THE FOLLOWING GROUPS: AARP ACORN BORN 2 PROSPER CROSSLINK GIDEON'S GIRL SCOUT TROOP 357 GIRLS INC. GRACELAND (FIRST AID TENT STAFF) GREATER MEMPHIS BLOOD BANK ASSOCIATION INTERNATIONAL AIDS CONFERENCE JUST CARES FAMILY NETWORK KOMEN FOUNDATION LATINO BREAST CANCER AWARENESS PROGRAM LE BONHEUR TODAY CARE LIONS CLUB MEMPHIS DIABETIC ASSOCIATION MID SOUTH MINORITY BUSINESS COUNCIL OVERTON PARK CONSERVANCY RYAN WHITE AIDS COUNCIL SICKLE CELL CLERGY WESLEY THEOLOGICAL SEMINARY SUPPLIER DIVERSITY PROGRAM: METHODIST LE BONHEUR HEALTHCARE IS COMMITTED TO SUPPLIER DIVERSITY BY ACTIVELY PURCHASING FROM LOCAL MINORITY AND WOMEN-OWNED BUSINESSES. FROM 1999 TO 2012, MLH SPENDING WITH MINORITY AND WOMEN-OWNED VENDORS HAS GROWN TO OVER 15% OF TOTAL ANNUAL SPENDING. TOTAL MINORITY AND WOMEN VENDOR SPENDING IN 2012 WAS $19.5 MILLION WITH SIGNIFICANT REPRESENTATION OF MINORITY AND WOMEN-OWNED FIRMS IN THE NUMEROUS CONSTRUCTION AND RENOVATION PROJECTS TAKING PLACE ACROSS THE METHODIST LE BONHEUR HEALTHCARE SYSTEM. METHODIST HAS BEEN RECOGNIZED FOR SETTING THE STANDARD FOR SUCCESSFUL PARTNERING BY THE MID-SOUTH MINORITY BUSINESS COUNCIL (MMBC), THE BLACK BUSINESS ASSOCIATION (BBA), THE SMALL BUSINESS ADMINISTRATION, THE MEMPHIS BUSINESS DEVELOPMENT CORPORATION AND PREMIER, OUR NATIONAL GROUP PURCHASING ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM WITH INPUT FROM HUMAN RESOURCES, LEGAL, COMPLIANCE, AND FINANCE DEPARTMENTS AND EXTERNAL FINANCIAL CONSULTANTS. FINANCIAL INFORMATION IS RECONCILED TO AUDITED FINANCIAL STATEMENTS AS APPROPRIATE. THE INFORMATION TO BE DISCLOSED REGARDING COMPENSATION IS REVIEWED WITH THE COMPENSATION COMMITTEE OF THE BOARD. THE RETURN IS REVIEWED BY THE CHIEF FINANCIAL OFFICER OF MLH AND MANAGEMENT OF THE ORGANIZATION AS APPROPRIATE. A COPY OF THE RETURN IS REVIEWED IN DETAIL BY THE FINANCE COMMITTEE AND DISCUSSED AT A SCHEDULED BOARD MEETING PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C METHODIST LE BONHEUR HEALTHCARE EMPLOYS A COMPLIANCE OFFICER WHO MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY FOR ALL VOTING BOARD MEMBERS AND APPLICABLE OFFICERS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION IS DETERMINED BY THE BOARD OF DIRECTORS. AN EXTERNAL INDEPENDENT CONSULTANT ADVISES THE BOARD COMPENSATION COMMITTEE ON EXECUTIVE SALARY AND INCENTIVE COMPENSATION. BENEFITS ARE PERIODICALLY BENCHMARKED BY A SEPARATE EXTERNAL CONSULTANT AND ANY CHANGES ARE APPROVED BY THE BOARD OF DIRECTORS COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE IS COMPRISED OF INDEPENDENT MEMBERS AND IS A SUBGROUP OF THE FULL BOARD OF DIRECTORS. THE COMPENSATION CONSULTANT ANNUALLY DEVELOPS TOTAL CASH COMPENSATION COMPARISONS OF PEER NON-PROFIT SYSTEMS ESTABLISHED BY THE COMPENSATION COMMITTEE. THE COMPENSATION CONSULTANT INTERPRETS THE INFORMATION AND PROVIDES AN OPINION OF REASONABLENESS ON THE TOTAL CASH COMPENSATION PACKAGE. THE COMPENSATION COMMITTEE APPROVES ANY CHANGES TO THE COMPENSATION AND EXECUTIVE BENEFIT STRUCTURE OF THE CEO AND OTHER TOP EXECUTIVES, OTHERWISE KNOWN AS DISQUALIFIED CANDIDATES. ALL OTHER COMPENSATION DECISIONS ARE DETERMINED BY ARRANGEMENT AS DELEGATED BY THE BOARD OF DIRECTORS. THE COMMITTEE DOCUMENTS ALL DETERMINATIONS. FORM 990, PART VI, SECTION C, LINE 18 PHOTOCOPIES OF THE FORM 990 ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S ADMINISTRATIVE OFFICE. IN ADDITION, RECENT FILINGS OF THE FORM 990 ARE AVAILABLE ONLINE AT OUR WEBSITE IN THE "ABOUT US" SECTION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AUDITED IN A CONSOLIDATION WITH ITS RELATED SUBSIDIARIES. INFORMATION ON FINANCIAL STATEMENTS IS AVAILABLE BY CONTACTING THE ORGANIZATION'S CORPORATE OFFICE. PLEASE SEE FORM 990, PART VI, LINE 20 FOR DETAILS. CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS FOR ALL AFFILIATES OF METHODIST LE BONHEUR HEALTHCARE ARE ALSO AVAILABLE BY REQUEST. BOARD MEMBER COMPENSATION: FORM 990, PART VII, LINE 1 JIMMIE MANCELL, MD IS COMPENSATED BY A RELATED ORGANIZATION FOR SERVICES RENDERED TO THE HOSPITAL SYSTEM. ALL PAYMENTS TO HIM ON PART VII OF THE FORM 990 ARE FOR HIS MEDICAL SERVICES RENDERED TO THE HOSPITAL SYSTEM. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF MINIMUM PENSION LIABILITY -22,288,672. EQUITY TRANSFERS FROM AFFILIATES 113,915,091. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. LE BONHEUR CHILDREN'S HOSPITAL FOUNDATION 850 POPLAR AVENUE BLDG 2 MEMPHIS TN 38105 621872938 FOUNDATION TN 501(C)(3) LINE 11A, I METHODIST LE BONHEUR HEALTHCARE 1 METHODIST HEALTHCARE FOUNDATION 1211 UNION AVENUE SUITE 450 MEMPHIS TN 38104 237320638 FOUNDATION TN 501(C)(3) LINE 11A, I METHODIST LE BONHEUR HEALTHCARE 1 METHODIST HEALTHCARE-FAYETTE HOSPITAL 214 LAKEVIEW DRIVE SOMERVILLE TN 38068 620862334 HOSPITAL TN 501(C)(3) LINE 3 METHODIST LE BONHEUR HEALTHCARE 1 METHODIST EXTENDED CARE HOSPITAL INC 225 SOUTH CLAYBROOK MEMPHIS TN 38104 621518342 HOSPITAL TN 501(C)(3) LINE 3 METHODIST LE BONHEUR HEALTHCARE 1 METHODIST HEALTHCARE-JONESBORO HOSPITAL 1211 UNION AVENUE SUITE 657 MEMPHIS TN 38104 710499625 INACTIVE HOSPITAL TN 501(C)(3) LINE 3 METHODIST LE BONHEUR HEALTHCARE 1 METHODIST HEALTHCARE COMMUNITY CARE ASSOCIATES 6400 SHELBY VIEW SUITE 101 MEMPHIS TN 38134 621403517 OUTPATIENT HEALTHCARE TN 501(C)(3) LINE 9 METHODIST LE BONHEUR HEALTHCARE 1 METHODIST HEALTHCARE PRIMARY CARE ASSOCIATES 1211 UNION AVENUE SUITE 657 MEMPHIS TN 38104 582078931 OUTPATIENT HEALTHCARE TN 501(C)(3) LINE 9 METHODIST LE BONHEUR HEALTHCARE 1 LE BONHEUR COMMUNITY HEALTH AND WELL-BEING 50 PEABODY PLACE MEMPHIS TN 38103 621251288 FOUNDATION TN 501(C)(3) LINE 7 LE BONHEUR CHILDREN'S FOUNDATION 1 METHODIST HEALTHCARE-DYERSBURG HOSPITAL 1211 UNION AVENUE SUITE 657 MEMPHIS TN 38104 621155084 INACTIVE HOSPITAL TN 501(C)(3) LINE 3 METHODIST LE BONHEUR HEALTHCARE 1 ALLIANCE HEALTH SERVICES INC 6400 SHELBY VIEW SUITE 101 MEMPHIS TN 38134 620841121 HEALTHCARE TN 501(C)(3) LINE 9 METHODIST LE BONHEUR HEALTHCARE 1 METHODIST HEALTHCARE CENTRAL MS MEDICAL ASSOCIATES 1211 UNION AVENUE SUITE 657 MEMPHIS TN 38104 640884720 INACTIVE HOSPITAL TN 501(C)(3) LINE 3 METHODIST LE BONHEUR HEALTHCARE 1 METHODIST HEALTHCARE-JACKSON HOSPITAL 1211 UNION AVENUE SUITE 657 MEMPHIS TN 38104 640794199 INACTIVE HOSPITAL TN 501(C)(3) LINE 3 METHODIST LE BONHEUR HEALTHCARE 1 METHODIST HEALTHCARE-MIDDLE MISSISSIPPI HOSPITAL 1211 UNION AVENUE SUITE 657 MEMPHIS TN 38104 640698911 INACTIVE HOSPITAL TN 501(C)(3) LINE 3 METHODIST LE BONHEUR HEALTHCARE 1 METHODIST HEALTHCARE - MEMPHIS HOSPITALS 1265 UNION AVENUE MEMPHIS TN 38104 620479367 HOSPITAL TN 501(C)(3) LINE 3 METHODIST LE BONHEUR HEALTHCARE 1 METHODIST HEALHCARE - OLIVE BRANCH HOSPITAL 1211 UNION AVENUE SUITE 700 MEMPHIS TN 38104 640889822 HOSPITAL MS 501(C)(3) LINE 3 METHODIST LE BONHEUR HEALTHCARE 1 DESOTO DIAGNOSTIC LLC 9085 SANDIDGE CTR CV OLIVE BRANCH MS 38654 621802576 RADIOLOGY MS METHODIST HEALTHCARE COMMUNITY CARE ASSOCIATES N/A 0 0 0.60000 NORTH SURGERY CENTER LP 3960 NEW COVINGTON PIKE MEMPHIS TN 38128 621685756 SURGERY CENTER TN METHODIST HEALTHCARE - MEMPHIS HOSPITALS N/A 0 0 0.60000 METHODIST SURGERY CENTER-GERMANTOWN LP 1363 S GERMANTOWN ROAD GERMANTOWN TN 38138 621659904 SURGERY CENTER TN METHODIST HEALTHCARE - MEMPHIS HOSPITALS N/A 0 0 0.55000 HAMILTON EYE INSTITUTE SURGERY CENTER LP 930 MADISON AVE 3RD FLOOR MEMPHIS TN 38103 202873438 SURGERY CENTER TN METHODIST HEALTHCARE - MEMPHIS HOSPITALS N/A 0 0 0.35390 AMBULATORY OPERATIONS INC 1211 UNION AVENUE SUITE 600 MEMPHIS TN 38104 621157166 MEDICAL SERVICES TN METHODIST HEALTHCARE COMMUNITY CARE ASSOCIATES C 9346046 9431034 1.00000 0 SOLUS MANAGEMENT SERVICES INC 6400 SHELBY VIEW SUITE 101 MEMPHIS TN 38134 621361349 HEALTH SERVICES MANAGEMENT TN AMBULATORY OPERATIONS INC C 1670373 3455642 1.00000 0 MEMPHIS PROFESSIONAL BUILDING INC 1211 UNION AVENUE SUITE 600 MEMPHIS TN 38104 621847544 INVESTMENTS TN AMBULATORY OPERATIONS INC C 506552 7021813 1.00000 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 1 METHODIST HEALTHCARE FOUNDATION C 66047 CASH METHODIST HEALTHCARE - MEMPHIS HOSPITALS L 18297558 INTERCOMPANY TRANSACTION METHODIST HEALTHCARE-FAYETTE HOSPITAL L 273717 INTERCOMPANY TRANSACTION METHODIST HEALTHCARE COMMUNITY CARE ASSOCIATES L 298734 INTERCOMPANY TRANSACTION ALLIANCE HEALTH SERVICES INC L 131593 INTERCOMPANY TRANSACTION METHODIST EXTENDED CARE HOSPITAL L 97525 INTERCOMPANY TRANSACTION METHODIST HEALTHCARE - MEMPHIS HOSPITALS Q 109433940 INTERCOMPANY TRANSACTION METHODIST HEALTHCARE-FAYETTE HOSPITAL Q 536940 INTERCOMPANY TRANSACTION METHODIST HEALTHCARE COMMUNITY CARE ASSOCIATES Q 624072 INTERCOMPANY TRANSACTION ALLIANCE HEALTH SERVICES INC Q 1027668 INTERCOMPANY TRANSACTION METHODIST EXTENDED CARE HOSPITAL Q 1602348 INTERCOMPANY TRANSACTION LE BONEHUR COMMUNITY HEALTH & WELL-BEING Q 160980 INTERCOMPANY TRANSACTION SOLUS MANAGEMENT SERVICES INC Q 86340 INTERCOMPANY TRANSACTION AMBULATORY OPERATIONS INC Q 160416 INTERCOMPANY TRANSACTION METHODIST HEALTHCARE-FAYETTE HOSPITAL R 1384601 EQUITY TRANSFER ALLIANCE HEALTH SERVICES INC S 2071240 EQUITY TRANSFER METHODIST HEALTHCARE COMMUNITY CARE ASSOCIATES S 1412992 EQUITY TRANSFER METHODIST HEALTHCARE PRIMARY CARE ASSOCIATES S 140575 EQUITY TRANSFER METHODIST EXTENDED CARE HOSPITAL S 234130 EQUITY TRANSFER METHODIST HEALTHCARE - MEMPHIS HOSPITALS S 111440756 EQUITY TRANSFER PART IV, COLUMNS (F) AND (G): AMBULATORY OPERATIONS, INC., SOLUS MANAGEMENT SERVICES, INC., AND MEMPHIS PROFESSIONAL BUILDING, INC. TOGETHER FILE A CONSOLIDATED TAX RETURN. AMBULATORY OPERATIONS, INC. IS THE PARENT CORPORATION OF THE GROUP. THE AMOUNT SHOWN IN PART IV FOR COLUMNS (F) AND (G) ARE SHOWN PRE-CONSOLIDATION.