MEMORIAL HOSPITAL OF SOUTH BEND: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: MEMORIAL HOSPITAL OF SOUTH BEND (EIN 35-0868132)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-11-12
IRS object ID: 201333169349304238
Schema version: 2012v2.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule F
Schedule H
Schedule I
Schedule J
Schedule K
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-11-12T13:41:28-06:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ERNST & YOUNG US LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	111 MONUMENT CIRCLE	AddressLine1
City	INDIANAPOLIS	City
State	IN	State
ZIP Code	46204	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	350868132	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	MEMORIAL HOSPITAL OF SOUTH BEND INC	BusinessNameLine1

Field	Value	IRS element (for citing)
In Care Of Name	% JEFFREY COSTELLO	InCareOfName
Name Control	MEMO	NameControl
Phone	5746473549	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	615 N MICHIGAN STREET	AddressLine1
Address Line2	Suite	AddressLine2
City	SOUTH BEND	City
State	IN	State
ZIP Code	46601	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	JEFFREY COSTELLO	Name
Title	CFO	Title
Date Signed	2013-11-11	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Phone	3176817000	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	PHILIP NEWBOLD	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	615 N MICHIGAN STREET	AddressLine1
City	SOUTH BEND	City
State	IN	State
ZIP Code	46601	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	609537279	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	www.qualityoflife.org	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1923	YearFormation
State Legal Domicile	IN	StateLegalDomicile
Activity Or Mission Description	MEMORIAL IS COMMITTED TO IMPROVING THE QUALITY OF LIFE OF THE PEOPLE IN OUR COMMUNITY.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	18	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	14	NbrIndependentVotingMembers
Total Nbr Employees	3339	TotalNbrEmployees
Total Nbr Volunteers	589	TotalNbrVolunteers
Total Gross UBI	149057	TotalGrossUBI
Net Unrelated Business Txbl Income	819	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	2067550	ContributionsGrantsPriorYear
Contributions Grants Current Year	1981542	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	403545986	ProgramServiceRevenuePriorYear
Program Service Revenue CY	517868639	ProgramServiceRevenueCY
Investment Income Prior Year	6436272	InvestmentIncomePriorYear
Investment Income Current Year	9231027	InvestmentIncomeCurrentYear
Other Revenue Prior Year	26871373	OtherRevenuePriorYear
Other Revenue Current Year	16425616	OtherRevenueCurrentYear
Total Revenue Prior Year	438921181	TotalRevenuePriorYear
Total Revenue Current Year	545506824	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	1040579	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	1085736	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	149522222	SalariesEtcPriorYear
Salaries Etc Current Year	165536912	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	222451606	OtherExpensePriorYear
Other Expenses Current Year	234107909	OtherExpensesCurrentYear
Total Expenses Prior Year	373014407	TotalExpensesPriorYear
Total Expenses Current Year	400730557	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	65906774	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	144776267	RevenuesLessExpensesCY
Total Assets BOY	676052791	TotalAssetsBOY
Total Assets EOY	795383229	TotalAssetsEOY
Total Liabilities BOY	228701300	TotalLiabilitiesBOY
Total Liabilities EOY	216061786	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	447351491	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	579321443	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	MEMORIAL IS COMMITTED TO IMPROVING THE QUALITY OF LIFE OF THE PEOPLE IN OUR COMMUNITY.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	82701377	Expense
Revenue	219654384	Revenue
Description	Ancillary Services offers the following services for patients and facilities: - Imaging Services - Outpatient Physical, Occupational and Speech Therapy - Infusion Treatments - Radiation Oncology Therapy - Cancer Research - Cardiac Cath Lab - Sleep Lab - Interventional Radiology - Environmental Services - Nutritional Services - Pharmacy Services - Laboratory. 2012 Statistics for this service unit include: - 476,193 Inpatient procedures - 280,202 Outpatient procedures - 1,043 Inpatient Caths - 774 Outpatient Caths - 282,463 Outpatient visits - 560,114 Meals.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	77945693	Expense
Revenue	154515591	Revenue
Description	Patient Care Unit Services provides a wide variety of hospital services including: - Inpatient rehabilitation CARF accredited - Medical - Post surgical - Orthopedic - Oncology - Intensive and intermediate - Heart and Vascular - Mother and Child - Special Care Obstetrics - Neonatal Intensive Care Level III - Emergency - Trauma Level II - Pediatrics - Pediatric Intensive Care - Pediatric Hematology Oncology - Medical Flight program - Pediatric Intensive Care Transports. 2012 Statistics for this service unit include: - 106,772 Patient Days - 9,741 Inpatient ER visits - 46,842 Outpatient ER visits - 2,815 Births - 5,031 Observation stays - 274 Medical flights - 849 Full time equivalent employees.	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	63679083	Expense
Revenue	156207112	Revenue
Description	Surgical Services provides the following services: - General Surgery - Vascular Surgery - Cardiac Surgery - Orthopedic Surgery - Gynecological Surgery - Trauma Surgery - GI Labs - Pulmonary Services - Pain Center - DaVinci Robotic Surgery. 2012 Statistics for this service unit include: - 4,728 Inpatient procedures - 166 Open Heart procedures - 8,525 Outpatient procedures.	Description

Field	Value	IRS element (for citing)
Total Of Other Program Service Exp	101491123	TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt	1085736	TotalOfOtherProgramServiceGrnt
Total Program Service Expense	325817276	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	true	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	true	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	true	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	true	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	false	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	true	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	true	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	true	Hospital
Financial Stmt Attached	true	FinancialStmtAttached
Grants To Organizations	true	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	true	ScheduleJRequired
Tax Exempt Bonds	true	TaxExemptBonds
Invest Tax Exempt Bonds	true	InvestTaxExemptBonds
Escrow Account	false	EscrowAccount
On Behalf Of Issuer	false	OnBehalfOfIssuer
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	true	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	true	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	true	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	true	RelatedEntity
Related Org Controlled Entity	true	RelatedOrgControlledEntity
Transaction Related Entity	true	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	382	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	3339	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	true	UnrelatedBusinessIncome
Form990-T Filed	true	Form990-TFiled
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	false	QuidProQuoContributions
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	18	NbrVotingGoverningBodyMembers
Number Independent Voting Members	14	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	true	MembersOrStockholders
Election Of Board Members	true	ElectionOfBoardMembers
Decisions Subject To Approval	true	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	true	InvestmentInJointVenture
Written Policy Or Procedure	true	WrittenPolicyOrProcedure
States Where Copy Of Return Is Filed	IN	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	JEFFREY COSTELLO	NamePerson
Telephone Number	5746473549	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	615 N MICHIGAN STREET	AddressLine1
City	SOUTH BEND	City
State	IN	State
ZIP Code	46601	ZIPCode

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	X	InfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (30 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Average Hours Per Week RelatedAverageHoursPerWeekRelated	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer	Highest Compensated EmployeeHighestCompensatedEmployee
Robert Yount MD
Trustee; Employed Physician	2.0	40.0	X	0	928009	18664
Keith Sherry MD
Trustee and medical director	20.0	20.0	X	174529	0	10272
Gerard Duprat MD
Trustee	2.0	40.0	X	0	409261	12567
Maurice Hurwich MD
Trustee and medical director	4.0	40.0	X	34756	0	2148
Carlton Lyons MD
Trustee	2.0	0.0	X	4053	0	0
Charles Miller
Officer/Secretary	2.0	0.0	X	2106	0	0	X
Etta K Nevel MD
Trustee	2.0	0.0	X	1264	0	0
M Rose Meissner
Officer/Vice Chair	2.0	0.0	X	4053	0	0	X
Steven Cramer
Trustee	2.0	0.0	X	6672	0	0
Tracy Graham
Trustee	2.0	0.0	X	3742	0	0
John Mathis MD
Trustee	2.0	0.0	X	0	0	0
Steve Anderson MD
Trustee	2.0	0.0	X	0	0	0
James Schwartz Sr
Trustee	2.0	0.0	X	0	0	0
Jesse Hseih MD
Trustee thru Mar 12	2.0	0.0	X	0	0	0
Maria Slager
Trustee	2.0	0.0	X	0	0	0
Perry Watson III
Officer/Trustee	2.0	0.0	X	0	0	0	X
Thomas Burish PhD
Trustee	2.0	0.0	X	0	0	0
Ray Gans
Trustee	2.0	0.0	X	0	0	0
Delores Wilmoski
Trustee thru Mar 12	2.0	0.0	X	0	0	0
Peter Baranay
Trustee	2.0	0.0	X	0	0	0
Thomas Cassady Jr
Officer/Chair thru Mar 12	2.0	0.0	X	0	0	0	X
Philip Newbold
CEO/President thru Mar 12th	2.0	40.0		0	1382738	163374	X
Jeffrey Costello
Asst. Treasurer/CFO	2.0	40.0		0	631550	82813	X
Kreg Gruber
PRESIDENT	40.0	2.0		490564	0	89025	X
Cheryl Wibbens-Lesh MD
Asst. Secr./VP	40.0	2.0		373273	0	14451	X
Robert Riley MD
Physician	40.0	0.0		243816	0	16427		X
Scott Thomas MD
Employed Physician	40.0	0.0		342016	0	10154		X
Thomas Sutula MD
Employed Physician	40.0	0.0		253538	0	18986		X
Mark Lavallee
Employed Physician	40.0	0.0		239589	0	9876		X
Dale Patterson
Employed Physician	40.0	0.0		251887	0	15714		X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	2425858	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	3351558	TotalReportableCompFrmRltdOrgs
Total Other Compensation	464471	TotalOtherCompensation
Number Individuals GT100 K	143	NumberIndividualsGT100K
Formers Listed	false	FormersListed
Total Comp GT150 K	true	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation
SOUTH BEND MEDICAL FOUNDATION
530 N Lafayette Blvd	SOUTH BEND	IN	46601	Lab services	7572771
SOUTH BEND EMERGENCY PHYSICIANS
615 N MICHIGAN	SOUTH BEND	IN	46601	PHYSICIAN SERVICES	6662292
CERNER CORPORATION
2800 Rockcreek Parkway	KANSAS CITY	MO	64117	IT UPGRADES	4779619
GIBSON-LEWIS LLC
1001 WEST 11TH STREET	MISHAWAKA	IN	46601	GENERAL CONTRACTOR	2422792
MICHIANA ANESTHESIA CARE PC
416 E MONROE STREET SUITE 200	SOUTH BEND	IN	46601	ANESTHESIA	1880988

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	85	NumberOfContractorsGT100K
Related Organizations	694548	RelatedOrganizations
Government Grants	1286994	GovernmentGrants
Total Contributions	1981542	TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
NET PATIENT REVENUE	621110	515807259	515807259
RENTAL REVENUE	532000	1824457	1824457
MEDICAL EDUCATION	611710	66321	66321
CASH DISCOUNTS	561499	89155	89155
AMBULANCE SUPPLY	621910	81447	81447

Field	Value	IRS element (for citing)
Total Program Service Revenue	517868639	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	6905638	TotalRevenueColumn
Exclusion	$6,905,638	ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	77100	Real

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	77100	Real
Personal	0	Personal

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	77100	TotalRevenueColumn
Exclusion	$77,100	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	66341928	Securities
Other	13916	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	64030455	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	2311473	Securities
Other	13916	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	2325389	TotalRevenueColumn
Exclusion	$2,325,389	ExclusionAmount

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	ExclusionExclusionAmount
EMR	561499	4056735	4056735
TEAM PHARMACY	561499	2330986	2330986
ATHLETIC CLUB	713940	1784702		$1,784,702

Miscellaneous Revenue MiscellaneousRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	8176093	TotalRevenueColumn
Related Or Exempt Function Income	6120727	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	149057	UnrelatedBusinessRevenue
Exclusion	$1,906,309	ExclusionAmount

Field	Value	IRS element (for citing)
Total Other Revenue	16348516	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	545506824	TotalRevenueColumn
Related Or Exempt Function Income	530377087	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	149057	UnrelatedBusinessRevenue
Exclusion	$12,999,138	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	1085736	Total
Program Services	1085736	ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	0	Total

Foreign Grants ForeignGrants

Field	Value	IRS element (for citing)
Total	0	Total

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	0	Total

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	2591022	Total
Management And General	2591022	ManagementAndGeneral

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	8386	Total
Program Services	8386	ProgramServices

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	122229789	Total
Program Services	97661602	ProgramServices
Management And General	24568187	ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	5223219	Total
Program Services	4173352	ProgramServices
Management And General	1049867	ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	26691106	Total
Program Services	21326194	ProgramServices
Management And General	5364912	ManagementAndGeneral

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	8793390	Total
Program Services	7025919	ProgramServices
Management And General	1767471	ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	2028919	Total
Program Services	1621106	ProgramServices
Management And General	407813	ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	250837	Total
Management And General	250837	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	261908	Total
Management And General	261908	ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	13988	Total
Program Services	11176	ProgramServices
Management And General	2812	ManagementAndGeneral

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	1074713	Total
Management And General	1074713	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	42579722	Total
Program Services	34021198	ProgramServices
Management And General	8558524	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	82841	Total
Program Services	66190	ProgramServices
Management And General	16651	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	4759977	Total
Program Services	3803222	ProgramServices
Management And General	956755	ManagementAndGeneral

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	64715	Total
Program Services	51707	ProgramServices
Management And General	13008	ManagementAndGeneral

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	7274736	Total
Program Services	5812514	ProgramServices
Management And General	1462222	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	881465	Total
Program Services	704291	ProgramServices
Management And General	177174	ManagementAndGeneral

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

Field	Value	IRS element (for citing)
Total	0	Total

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	126746	Total
Program Services	101270	ProgramServices
Management And General	25476	ManagementAndGeneral

Interest Interest

Field	Value	IRS element (for citing)
Total	4144698	Total
Program Services	3311614	ProgramServices
Management And General	833084	ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	0	Total

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	23945535	Total
Program Services	19132482	ProgramServices
Management And General	4813053	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	2492339	Total
Program Services	1991379	ProgramServices
Management And General	500960	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
MEDICAL SUPPLIES	74241670	59319094	14922576
BAD DEBT EXPENSE	26651375	26651375
CORPORATE FEE	21792041	17411841	4380200
HOSPITAL ASSESSMENT FEE	16892141	16892141

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	4547543	Total
Program Services	3633487	ProgramServices
Management And General	914056	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	400730557	Total
Program Services	325817276	ProgramServices
Management And General	74913281	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	19525	BOY
EOY	19625	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	53275792	BOY
EOY	42696731	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	383473	BOY
EOY	350135	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	63452162	BOY
EOY	76188790	EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	12855237	BOY
EOY	13320218	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	972016	BOY
EOY	1212556	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	607666050	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	305962774	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	300146361	BOY
EOY	301703276	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	125744343	BOY
EOY	155470859	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	103904579	BOY
EOY	175410741	EOY

Investments Program Related InvestmentsProgramRelated

Field	Value	IRS element (for citing)
BOY	636912	BOY
EOY	596272	EOY

Intangible Assets IntangibleAssets

Field	Value	IRS element (for citing)
BOY	1171474	BOY
EOY	1171474	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	13490917	BOY
EOY	27242552	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	676052791	BOY
EOY	795383229	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	39971562	BOY
EOY	44241736	EOY

Grants Payable GrantsPayable

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	17765	BOY
EOY	20330	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	135263364	BOY
EOY	131550029	EOY

Escrow Account Liability EscrowAccountLiability

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Loans From Officers Directors LoansFromOfficersDirectors

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	1593583	BOY
EOY	1418814	EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	51855026	BOY
EOY	38830877	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	228701300	BOY
EOY	216061786	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	442868269	BOY
EOY	574182603	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	4483222	BOY
EOY	5138840	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	447351491	BOY
EOY	579321443	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	676052791	BOY
EOY	795383229	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	144776267	ReconcilationRevenueExpenses
Reconciliation Unrealized Invest	15850387	ReconciliationUnrealizedInvest
Reconcilation Other Changes	-28656702	ReconcilationOtherChanges
Info In Schedule O Part XII	X	InfoInScheduleOPartXII
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited

FS Audited Basis FSAuditedBasis

Field	Value	IRS element (for citing)
Financial Statement Consolidated	X	FinancialStatementConsolidated

Field	Value	IRS element (for citing)
Audit Committee	true	AuditCommittee
Federal Grant Audit Required	true	FederalGrantAuditRequired
Federal Grant Audit Performed	true	FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Hospital170b1 Aiii	X	Hospital170b1Aiii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Total Grassroots Lobbying		TotalGrassrootsLobbying
Total Direct Lobbying		TotalDirectLobbying
Total Lobbying Expenditures		TotalLobbyingExpenditures
Other Exempt Purpose Expenditures		OtherExemptPurposeExpenditures
Total Exempt Purpose Expenditures		TotalExemptPurposeExpenditures
Lobbying Nontaxable		LobbyingNontaxableAmount
Grassroots Nontaxable		GrassrootsNontaxableAmount
Tot Lobbying Grassroot Minus Non Tx		TotLobbyingGrassrootMinusNonTx
Tot Lobby Expend Mns Lobbying Nontx		TotLobbyExpendMnsLobbyingNontx
Volunteers	false	Volunteers
Paid Staff Or Management	false	PaidStaffOrManagement
Media Advertisements	false	MediaAdvertisements
Mailings Members	false	MailingsMembers
Publications Or Broadcast	false	PublicationsOrBroadcast
Grants Other Organizations	false	GrantsOtherOrganizations
Direct Contact Legislators	false	DirectContactLegislators
Rallies Demonstrations	false	RalliesDemonstrations
Other Activities	true	OtherActivities
Other Activities	$13,988	OtherActivitiesAmount
Total Lobbying Expenditures IIB	13988	TotalLobbyingExpendituresIIB
Not Described In501c3	false	NotDescribedIn501c3
Form4720 Filed4912 Tax	false	Form4720Filed4912Tax

Form990 Schedule C Part IV Form990ScheduleCPartIV

Field	Value	IRS element (for citing)
Identifier	Lobbying Detail	Identifier
Return Reference	Schedule C, Part IV	ReturnReference
Explanation	MEMORIAL HOSPITAL PAID DUES TO THE FOLLOWING ORGANIZATIONS FOR WHICH THE PERCENTAGE LISTED WAS ATTRIBUTED TO LOBBYING: AAFP (AMERICAN ACADEMY OF FAMILY PHYSICIANS) - 12.5% AASM (AMERICAN ACADEMY OF SLEEP MEDICINE) - 1% ACCC (ASSOCIATION OF COMMUNITY CANCER CENTERS) - 6% AMA (AMERICAN MEDICAL ASSOCIATION) - %55 AMERICAN ACADEMY OF SLEEP MEDICINE - 1% ANA (AMERICAN NURSES ASSOCIATION) - 79.45% APTA (AMERICAN THERAPEUTIC RECREATION ASSOCIATION - 12.44% AORN (ASSOCIATION OF PERIOPERATIVE REGISTERED NURSES) - FLAT AMOUNT $15.93 AOTA (AMERICAN OCCUPATION THERAPY ASSOCIATION) - 13% ASA (AMERICAN SOCIETY OF ANESTHESIOLOGISTS) - 20% ASET, INC - FLAT AMOUNT $10.50 ASIS INTERNATIONAL, INC - 5% ANFP (ASSOCIATION OF NUTRITION AND FOODSERVICE PROFESSIONALS) - 4% BRAIN INJURY ASSOCIATION OF INDIANA - 10% INDIANA HOSPITAL ASSOCIATION - 5.26% INDIANA OSTEOPATHIC ASSOCIATION - 9% INTERNATIONAL SOCIETY FOR CLINICAL DENSITOMETRY - 11% ISMA (INDIANA STATE MEDICAL ASSOCIATION) - 24% AADE (AMERICAN ASSOCIATION OF DIABETES EDUCATORS) - 25% SOCIETY OF TEACHERS OF FAMILY MEDICINE - 10% SOCIETY OF NUCLEAR MEDICINE - 2% TRAUMA CENTER ASSOCIATION OF AMERICA - 30%	Explanation

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amts		ArtPublicExhibitionAmts
Held Works Of Art Amts		HeldWorksOfArtAmts

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	22198822	BeginningOfYearBalance
Contributions	1501904	Contributions
Investment Earnings Or Losses	1884305	InvestmentEarningsOrLosses
Grants Or Scholarships	923860	GrantsOrScholarships
End Of Year Balance	24661171	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	21769701	BeginningOfYearBalance
Contributions	2155236	Contributions
Investment Earnings Or Losses	-543657	InvestmentEarningsOrLosses
Grants Or Scholarships	1182458	GrantsOrScholarships
End Of Year Balance	22198822	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	22665989	BeginningOfYearBalance
Contributions	1296194	Contributions
Investment Earnings Or Losses	1929600	InvestmentEarningsOrLosses
Grants Or Scholarships	4122082	GrantsOrScholarships
End Of Year Balance	21769701	EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	20595396	BeginningOfYearBalance
Contributions	1076924	Contributions
Investment Earnings Or Losses	3137353	InvestmentEarningsOrLosses
Grants Or Scholarships	2143684	GrantsOrScholarships
End Of Year Balance	22665989	EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	28741974	BeginningOfYearBalance
Contributions	1278996	Contributions
Investment Earnings Or Losses	-6927657	InvestmentEarningsOrLosses
Grants Or Scholarships	2497917	GrantsOrScholarships
End Of Year Balance	20595396	EndOfYearBalance

Field	Value	IRS element (for citing)
Board Designated EOY Balance	0.78390	BoardDesignatedEOYBalance
Permanent Endowment EOY Balance	0.20840	PermanentEndowmentEOYBalance
Term Endowment EOY Balance	0.00770	TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs	false	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	true	EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R	true	AreRelatedOrgsListedScheduleR

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	20935306	OtherCostOrOtherBasis
Book Value	20935306	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	338561534	OtherCostOrOtherBasis
Depreciation	118099596	Depreciation
Book Value	220461938	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	722092	OtherCostOrOtherBasis
Depreciation	709760	Depreciation
Book Value	12332	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	228354193	OtherCostOrOtherBasis
Depreciation	184136270	Depreciation
Book Value	44217923	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	19092925	OtherCostOrOtherBasis
Depreciation	3017148	Depreciation
Book Value	16075777	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	301703276	TotalOfBookValueLandBuildings
Financial Derivatives		FinancialDerivatives
Closely Held Equity Interests		CloselyHeldEquityInterests

Other Securities OtherSecurities

Field	Value	IRS element (for citing)
Description	ALTERNATIVE INVESTMENTS	Description
Book Value	175410741	BookValue
Method Of Valuation	F	MethodOfValuation

Field	Value	IRS element (for citing)
Total Of Book Value Securities	175410741	TotalOfBookValueSecurities
Federal Income Tax Liability	0	FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (4 entries)

DescriptionDescription	AmountAmount
ASSET RETIREMENT OBLIGATION	$4,512,616
INTEREST RATE SWAP	$30,017,119
CAPITAL LEASE PAYABLE	$274,683
IBNR	$4,026,459

Field	Value	IRS element (for citing)
Total Of Amounts	38830877	TotalOfAmounts

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Intended uses of endowment funds	Part V, Line 4	The Board has discretion to utilize each year the incomes, revenues, and profits arising and accruing from the endowments in defraying costs associated with the trust and the remainder for support, betterment, improvement, upkeep, expansion, and replacement of Beacon Health System, Inc. and its corporate affiliates. Term endowments, which are the Temporarily restricted net assets, are used as designated by the donor. The permanent endowment provides income to be used for health care educational purposes and patient care.
FIN 48 (ASC 740) Footnote	Part X, Line 2	Memorial Hospital did not have a footnote addressing Fin 48 (ASC 740) liabilities for uncertian tax positions. Memorial Hospital does not have any uncertian tax positions recorded during fiscal year 2012.

Schedule F IRS990ScheduleF

Accts Actvs Out US Table AcctsActvsOutUSTable

Field	Value	IRS element (for citing)
Region	Central America and the Caribbean	Region
Type Of Activities Conducted	Investments	TypeOfActivitiesConducted
Total Expenditures	99229782	TotalExpenditures

Field	Value	IRS element (for citing)
Subtotal Amount Spent	99229782	SubtotalAmountSpent
Total Amount Spent	99229782	TotalAmountSpent
Transfer To Foreign Corp	true	TransferToForeignCorp
Interest In Foreign Trust	false	InterestInForeignTrust
Own Foreign Corp	true	OwnForeignCorp
Passive Foreign Invest Co	false	PassiveForeignInvestCo
Foreign Partnership	false	ForeignPartnership
Boycott Countries	false	BoycottCountries

Schedule H IRS990ScheduleH

Field	Value	IRS element (for citing)
Charity Care Policy	true	CharityCarePolicy
Written Policy	true	WrittenPolicy
FPG Reference Free Care	true	FPGReferenceFreeCare
Pcent200	X	Pcent200
FPG Reference Discounted Care	true	FPGReferenceDiscountedCare
Pcent350	X	Pcent350
Free Disc Care Medically Indigent	true	FreeDiscCareMedicallyIndigent
Amounts Budgeted For Charity Care	true	AmountsBudgetedForCharityCare
Expenses Exceeded Budget	true	ExpensesExceededBudget
Unable To Provide Care	false	UnableToProvideCare
Annual Community Benefit Report	true	AnnualCommunityBenefitReport
Report Publically Available	true	ReportPublicallyAvailable

Charity Care At Cost CharityCareAtCost

Field	Value	IRS element (for citing)
Total Community Benefit Expense	4079772	TotalCommunityBenefitExpense
Net Community Benefit Expense	4079772	NetCommunityBenefitExpense
Percent Of Total Expense	0.01090	PercentOfTotalExpense

Unreimbursed Medicaid UnreimbursedMedicaid

Field	Value	IRS element (for citing)
Total Community Benefit Expense	69012870	TotalCommunityBenefitExpense
Direct Offsetting Revenue	46871248	DirectOffsettingRevenue
Net Community Benefit Expense	22141662	NetCommunityBenefitExpense
Percent Of Total Expense	0.05920	PercentOfTotalExpense

Total Charity Care TotalCharityCare

Field	Value	IRS element (for citing)
Total Community Benefit Expense	73092642	TotalCommunityBenefitExpense
Direct Offsetting Revenue	46871248	DirectOffsettingRevenue
Net Community Benefit Expense	26221434	NetCommunityBenefitExpense
Percent Of Total Expense	0.07010	PercentOfTotalExpense

Community Health Services CommunityHealthServices

Field	Value	IRS element (for citing)
Total Community Benefit Expense	9554094	TotalCommunityBenefitExpense
Direct Offsetting Revenue	1853659	DirectOffsettingRevenue
Net Community Benefit Expense	7700435	NetCommunityBenefitExpense
Percent Of Total Expense	0.02060	PercentOfTotalExpense

Health Professions Education HealthProfessionsEducation

Field	Value	IRS element (for citing)
Total Community Benefit Expense	6051441	TotalCommunityBenefitExpense
Direct Offsetting Revenue	1422850	DirectOffsettingRevenue
Net Community Benefit Expense	4628591	NetCommunityBenefitExpense
Percent Of Total Expense	0.01240	PercentOfTotalExpense

Research Research

Field	Value	IRS element (for citing)
Total Community Benefit Expense	734809	TotalCommunityBenefitExpense
Direct Offsetting Revenue	566473	DirectOffsettingRevenue
Net Community Benefit Expense	168336	NetCommunityBenefitExpense
Percent Of Total Expense	0.00050	PercentOfTotalExpense

Cash And In Kind Contributions CashAndInKindContributions

Field	Value	IRS element (for citing)
Total Community Benefit Expense	1481795	TotalCommunityBenefitExpense
Direct Offsetting Revenue	303449	DirectOffsettingRevenue
Net Community Benefit Expense	1178346	NetCommunityBenefitExpense
Percent Of Total Expense	0.00310	PercentOfTotalExpense

Total Other Benefits TotalOtherBenefits

Field	Value	IRS element (for citing)
Total Community Benefit Expense	17822139	TotalCommunityBenefitExpense
Direct Offsetting Revenue	4146431	DirectOffsettingRevenue
Net Community Benefit Expense	13675708	NetCommunityBenefitExpense
Percent Of Total Expense	0.03660	PercentOfTotalExpense

Total Community Benefits TotalCommunityBenefits

Field	Value	IRS element (for citing)
Total Community Benefit Expense	90914781	TotalCommunityBenefitExpense
Direct Offsetting Revenue	51017679	DirectOffsettingRevenue
Net Community Benefit Expense	39897142	NetCommunityBenefitExpense
Percent Of Total Expense	0.10670	PercentOfTotalExpense

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	true	BadDebtExpenseReported
Bad Debt Expense	$7,992,747	BadDebtExpenseAmount
Amount Attributable To	3996374	AmountAttributableTo
Amount Reimbursed By Medicare	78085128	AmountReimbursedByMedicare
Cost Of Care Reimbursed By Medicare	82536967	CostOfCareReimbursedByMedicare
Medicare Surplus Or Shortfall	-4451839	MedicareSurplusOrShortfall

Costing Methodology Used CostingMethodologyUsed

Field	Value	IRS element (for citing)
Cost To Charge Ratio	X	CostToChargeRatio

Field	Value	IRS element (for citing)
Written Debt Collection Policy	true	WrittenDebtCollectionPolicy
Provision For Charity Care	true	ProvisionForCharityCare
Number Of Hospital Facilities	1	NumberOfHospitalFacilities

Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA

Field	Value	IRS element (for citing)
Facility Number	1	FacilityNumber

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	MEMORIAL HOSPITAL OF SOUTH BEND INC	BusinessNameLine1

Address Address

Field	Value	IRS element (for citing)
Address Line1	615 N MICHIGAN STREET	AddressLine1
City	SOUTH BEND	City
State	IN	State
ZIP Code	46545	ZIPCode

Field	Value	IRS element (for citing)
Website Address	WWW.QUALITYOFLIFE.ORG	WebsiteAddress
Licensed Hospital	X	LicensedHospital
General Medical And Surgical	X	GeneralMedicalAndSurgical
Childrens Hospital	X	ChildrensHospital
Teaching Hospital	X	TeachingHospital
Research Facility	X	ResearchFacility
Er24 Hours	X	Er24Hours

Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB

Hospital Facility Name HospitalFacilityName

Field	Value	IRS element (for citing)
Business Name Line1	MEMORIAL HOSPITAL OF SOUTH BEND INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Hospital Facility Number	1	HospitalFacilityNumber
Eligibility Criteria Explained	true	EligibilityCriteriaExplained
Uses FPG Free	true	UsesFPGFree
FPG Free Percent	200.	FPGFreePercent
Uses FPG Discounted	true	UsesFPGDiscounted
FPG Discount Percent	350.	FPGDiscountPercent
Explains Basis	true	ExplainsBasis
Income Level	X	IncomeLevel
Asset Level	X	AssetLevel
Medical Indigency	X	MedicalIndigency
Uninsured Discount	X	UninsuredDiscount
Explains Application Method	true	ExplainsApplicationMethod
Includes Publicity Measures	true	IncludesPublicityMeasures
Posted On Website	X	PostedOnWebsite
Available On Request	X	AvailableOnRequest
Other Publicity	X	OtherPublicity
Actions On Nonpayment	true	ActionsOnNonpayment
Collection Activities	false	CollectionActivities
Notify Upon Admission	X	NotifyUponAdmission
Notify Before Discharge	X	NotifyBeforeDischarge
Notified All Patients	X	NotifiedAllPatients
Documented Determination	X	DocumentedDetermination
Nondiscrim Emergency Care Policy	true	NondiscrimEmergencyCarePolicy
Used Other Method	X	UsedOtherMethod
Amounts Generally Billed	false	AmountsGenerallyBilled
Gross Charges	false	GrossCharges

Form990 Schedule H Part V Section C Form990ScheduleHPartVSectionC

Field	Value	IRS element (for citing)
Number Of Other Facilities	6	NumberOfOtherFacilities

Other Facilities OtherFacilities (6 entries)

Address Line1Address/AddressLine1	CityAddress/City	StateAddress/State	ZIP CodeAddress/ZIPCode	Facility TypeFacilityType
MEMORIAL SLEEP DISORDER CENTER
53990 CARMICHAEL DRIVE	SOUTH BEND	IN	46601	OUTPATIENT CLINIC PROVIDING SLEEP RELATED DIAGNOSIS AND TREATMENT
MEMORIAL HEALTH PLEX
111 W JEFFERSON ST	SOUTH BEND	IN	46601	OUTPATIENT REHABILITATION FACILITY AND FITNESS FACILITY
MEMORIAL BREAST CARE CENTER
100 NAVARRE PLACE	SOUTH BEND	IN	46601	OUTPATIENT DIAGNOSIS AND TREATMENT
MEMORIAL CHILDREN'S THERAPY CENTER
100 NAVARRE PLACE	SOUTH BEND	IN	46601	OUTPATIENT DIAGNOSIS AND TREATMENT
MEMORIAL RADIOLOGY
100 NAVARRE PLACE	SOUTH BEND	IN	46601	OUTPATIENT DIAGNOSIS AND TREATMENT
MEMORIAL LIGHTHOUSE PHYSICAL THERAPY
6913 N MAIN STREET	GRANGER	IN	46530	OUTPATIENT DIAGNOSIS AND TREATMENT

Form990 Schedule H Part VI Form990ScheduleHPartVI (16 entries)

IdentifierIdentifier	ExplanationExplanation	Return ReferenceReturnReference
Part I, line 3c	Not applicable
Part I, Line 6a	Creating community health is at the core of Memorial Hospital of South Bend, Inc.'s mission. Promotion of community health is our social responsibility and a key to long-term cost effectiveness. In addition, improving the health status of a community is as much a social, economic and environmental issue, as it is a medical one. Consequently, the organization takes a broad approach to creating community health. This approach has included: ongoing education of board members, staff and local leaders through Community Plunges (experiential activities to involve the community residents with a neighborhood-based agency), Community Foundation support, strategic allocation of tithing resources, a clear statement of vision and goals, a commitment to continuous quality improvement and promotion of volunteer involvement and community partnerships. Memorial Hospital tithes 10% of the previous year's bottom line and transfers it to the Community Benefit Fund for investment in the community. This investment is in addition to the Hospital's charity care and prevention and education activities supported through its operating budget. The Community Health Enhancement Committee of the Board makes ongoing policy and oversees the administration of the fund and determines specific investment allocations based upon the assets and needs of the community. Volunteers and staff are committed to prudently investing these resources in an accountable manner. As a community not-for-profit organization, we take seriously our responsibility to invest our resources and energies into understanding and meeting the divergent health care needs of all, and ensure that everyone, regardless of their ability to pay, receives the care they need. Memorial has long been recognized for the collaboration efforts which engage individuals and organizations with diverse socio-economic religious, ethnic, race, age, and gender identity characteristics. Our team of passionate and dedicated health care professionals, along with many partners throughout the Northern Indiana and Southern Michigan (Michiana) region, helped us contribute significantly to the health and well-being of our community. Further, Memorial plays a key role in serving the community as a whole. In 2011, public health system partners of St. Joseph County convened meetings to complete an assessment process to evaluate how well they are serving the public health and healthcare needs of the county's residents. The Indiana State Department of Health, in collaboration with Purdue University's Healthcare Technical Assistance Program - Population Health Initiatives Program created this opportunity for all local public health system partners to identify existing strengths, as well as opportunities to establish and formalize public health system infrastructure improvements in Indiana counties. Hosted by the St. Joseph County Health Department, St. Joseph County partners met to complete the CDC National Public Health Performance Standards, Local Public Health System Assessment - a nationally recognized public health system assessment tool. Approximately 163 healthcare and social service agencies exist to support the residents of 9 cities and towns and 13 townships. Public health system partners across the county are committed to enhancing systemic performance by engaging partnerships, support, and input, so that together we can better serve the residents of St. Joseph County. The assessment process and results enable a greater understanding of how the county's healthcare and public health organizations relate to one another and how they provide essential public health and healthcare services to the public they serve. The assessment specifically focused on areas such as communication, partnerships, linking people to needed services, and sharing of resources. The process will serve as the foundation to formalize processes that strengthen local public health system infrastructure with the capacity and resources to improve quality and effectiveness of healthcare services in St. Joseph County. A primary component of such a process may include a focus on partnerships and collaboration to ensure sustainability. What follows is a narrative of how we touch and improve the health and the quality of lives throughout Michiana. It is a testimony to the commitment and leadership of our medical staff, volunteer board of trustees, employees, auxiliary volunteers, and community partners, whose dedication to serve, touch many lives, and make our community a better place to live, work, and play.
Part I, Line 7, Column F	Bad Debt Expense removed from Total Expenses $26,651,375
Part I, Line 7a and 7b	Unreimbursed Medicaid and Other Means Tested Government Programs In 2012, total offsetting revenue for Line 7b, Medicaid did not include amounts that were received in 2012 that related to prior years. Those amounts are Hospital Assessment Fee (HAF) payments for 2011 in the amount of 18,556,000, along with Disproportionate share hospital (DSH) settlements of 52,953,000 that related to 2010 and 2011 settlement of an appeal, and 3,088,214 of BNA (Rural floor budget neutrality act) monies. Additionally, for 2012, HAF payments made in 2012 that related to 2011 in the amount of 5,630,714 were excluded from the computations for Worksheet 2, cost to charge ratio.
Part I, Line 7g	Not applicable
Costing Methodology	Donations - the actual cost of the donation or departmental net contribution, whichever is appropriate, from General Ledger records and reports are included. In-Kind/Volunteer Services - When a specific person is listed as the event volunteer, the YTD hourly wage is pulled from the labor distribution report for 12/31, multiplied by the number of hours at the event or events. When a specific job class is listed (i.e. "peds rehab"), the average hourly wage is computed for all employees in that job class and department and used in the same manner. Benefits are added to each at a ratio of benefit dollars to total salaries, multiplied by total salaries calculated for the event.	Part I, Line 7
Part III, Line 4	The Corporation evaluates the collectability of its accounts receivable based on the length of time the receivable is outstanding, payor class, and the anticipated future uncollectible amounts based on historical experience. Accounts receivable are charged to the allowance for doubtful accounts when they are deemed uncollectible. The costing methodology is the same as the tax form 990, schedule H, worksheet 2 methodology. Patient care cost is adjusted by non-patient activity, expenses, and patient care charges.
Rationale for inclusion of the Medicare shortfall as a Community Benefit	Participation in the governmental Medicare program does not provide the opportunity for a hospital to negotiate a reimbursement rate or structure that would allow the hospital to cover the cost of the medical service rendered to the program participant, as would be the case in contractual negotiations with commercial insurance companies. Nor is the hospital allowed to provide only the services for which reimbursement covers the direct cost of care. This produces the same shortfall outcome as does the participation in the Medicaid program. The Medicaid program is recognized as a community benefit on Schedule H and on community benefit reports for most states. The quality and cost of the patient care is the same regardless of payor source. Hence the acceptance of Medicare reimbursement represents a reduction or relief of the government burden to pay the full cost of care provided.	Part III, Line 8
Financial Assistance Policy	The collection policy and procedures related to patients who are known to qualify for charity care or financial assistance are as follows: To ensure the Hospital fulfills its mission and commitment to the poor, the Hospital shall annually plan for and provide free health care and health-related services to the poor and qualified uninsured/underinsured. A patient is considered for Financial Assistance if all other State and Federal assistance opportunities have been exhausted. The Federal Income and Poverty Guidelines serve as a guide in determining those patients that may qualify for Financial Assistance. All patients shall be treated consistently in the approval process including Medicare and non-Medicare patients. PURPOSE: To provide financial assistance to those patients who cannot afford to pay and to provide discounted care to uninsured patients receiving healthcare services from Memorial Hospital of South Bend. PROCEDURE: 1.Memorial Hospital will assist patients in making a determination regarding whether or not the patient may be able to qualify for some form of entitlement through a Federal or State Government program and complete the appropriate applications for assistance. It is required that the patient will assist in the determination and application process. If the patient does not qualify for any Federal or State Assistance we will start the Financial Assistance Approval process. 2.Identify patients potentially eligible for Financial Assistance through the pre-registration, admission, eligibility process, or through self-pay account review and collection activities. 3.Provide a Financial Evaluation form to the patient. 4.Obtain or receive a signed, completed Financial Evaluation Form from the patient. 5.Determine eligibility by obtaining the following information from the patient: a)Gross income and most recent W-2; b)Prior year's tax return (including all schedules); c)Last 3 pay stubs (if unemployed, Work One statement of earnings); d)Employment status and future earnings capacity; e)Family size; f)Medical expenses including drugs and medical supplies; g)Last three bank statements. If the patient does not have a prior year tax return, we will make our determination based on current income. A credit report may be run to substantiate documentation. There may be circumstances where a patient may not be able to provide all the above documentation needed to approve financial assistance. It will be up to the discretion of the Department Director and/or the CFO to grant approval in this circumstance. 6.Determine the amount of Financial Assistance by utilizing the Federal Poverty guidelines as a basis for qualification levels. Gross Annual income plus cash assets are used as the basis for income calculations. Financial Assistance will be granted for those patients who are homeless. If a patient is deceased and has no estate, we will grant charity on any outstanding self-pay account balances. Documentation that an estate has not been filed will be attached to the Financial Assistance approval form. Note: Approval may be made based on Medical indigence (I.E. Patients who have excessive pharmacy, oxygen, or ongoing medical expense). This amount would be deducted from their gross income. Financial Assistance will not be granted for non-medically necessary services. 7.Complete the Financial Assistance Approval form and forward to the Collection Coordinator. 8.The Collection Coordinator will review the Financial Assistance application to ensure that it is complete. The Coordinator will approve or deny the application before sending it to the Patient Account Manager for approval. Depending on the dollar amount of the financial assistance write off, approval signatures are required. The approval guidelines are as follows: $1.00 to $2,500.00 Collection Coordinator $2,501.00 to $10,000.00 Patient Account Service Manager $10,001.00 to $25,000.00 Director, Patient Account Services $25,001.00 and above Vice President, CFO 9. After all the appropriate signatures have been obtained, the Financial Assistance write-off along with the corresponding documentation will be forwarded to Cash Application for write-off. 10.Send determination letter to notify patient of the approval for Financial Assistance 11.Financial Assistance approvals will apply retroactively to all open accounts with existing balances (including accounts in collections) and will be active for 6 months following the date of approval. 12.The document will be placed in the Financial Assistance file drawer under the date the write off was posted. UNINSURED SELF PAY DISCOUNTS: For those patients who have no insurance and do not meet the above financial assistance guidelines, Memorial Hospital will provide an uninsured discount based on the following tiered structure: 30% discount if account is paid within 30 days from date of service 20% discount if account is paid within 90 days from date of service 10% discount if patient chooses to participate in the CarePayment financing Any exceptions must be approved by the Department Manager or Director.	Part III, Line 9B
Measures to Publicize Financial Assistance Policy	WALL SIGNAGE CAN BE FOUND THROUGHTOUT THE HOSPITAL AND SPECIFICALLY IN EMERGENCY ROOMS, WAITING ROOMS, AND ADMISSION OFFICES DIRECTING PATIENTS TO THE FINANCIAL ASSTANCE POLICY ON THE HOSPITAL WEBSITE.	Part V, Line 14g
Maximum Amount to be charged to FAP-eligible individuals	TO DETERMINE THE MAXIMUM AMOUNTS THAT CAN BE CHARGED TO FAP-ELIGIBLE INDIVIDUALS FOR EMERGENCY AND OTHER MEDICALLY NECESSARY CARE, MEMORIAL HOSPITAL USED THE AVERAGED DISCOUNT FOR THE THREE CONTRACTS THAT HAD THE HIGHEST PERCENT DISCOUNT TO CHARGES (EXCLUDING ALL PER DIEM AND CASE RATE CONTRACTS).	Part V, Line 20d
Needs Assessment	The Patient Protection and Affordable Care Act's mandate for non-profit hospitals to complete a Community Health Needs Assessment (CHNA) to guide the evaluation of community health priorities was a major focus of activity in 2012. Memorial Hospital, in partnership with St. Joseph County Health Department, successfully completed a CHNA that includes the elements required by the Patient Protection and Affordable Care Act; specifically: 1) Input from representatives of the broad community through a random telephone survey of 599 individuals, a Latino survey, interviews with key informants, and a number of focus groups, 2) Input from public health experts was evidenced as the St. Joseph County Health Department team members were in partnership with Memorial Hospital in both the preliminary work with the local health system conducted by Purdue University and the Behavioral Risk Factor Surveillance System based survey, 3) the CHNA is Made widely available to the public first at a press conference which was aired on two local television stations and covered in the local newspaper, the South Bend Tribune, and is posted on the Hospital's website www.qualityoflife.org/chna, as well as posted on the County Health Department's website, www.stjosephcountyindiana.com/departments/sjchd/PDFs/MemHospSouthBend.pdf, and attainable in paper-copy upon request, 4) the CHNA Forms the basis for a written implementation strategy to address identified needs, with explanation if those needs are not addressed, and 5) it Provides the foundation for the Community Health Needs Assessment as reported herein. Approval, based upon allocated budget funding, was given by way of a signed resolution by the Memorial Hospital Board on May 23, 2013.	Part VI, Line 2
Patient Education and Eligibility for assistance	When uninsured patients present to our hospital, they are offered the opportunity to meet with our eligibility specialists. Our eligibility specialists discuss the potential eligibility of the patient for multiple assistance programs, including our own internal financial assistance program. Our statements also include a notice that financial assistance is available to patients, and they can contact our customer service group for guidelines.	Part VI, Line 3
Community Information	Community Information (geography and demographics) Established in 1830, St. Joseph County, Indiana has become the fourth largest county in the state of Indiana. The county spans 467 square miles, which includes a comfortable mix of rural cultural heritage and urban amenities. St. Joseph County is also the regional center for higher education. The county is home to more than eight colleges and universities including but not limited to Notre Dame University, Indiana University, Purdue University, Holy Cross College, Bethel University and St. Mary's College. The heart of the Hospital is located within a mile of the University of Notre Dame, 10 miles south of the Michigan state line, and 40 miles east of Lake Michigan. Through the years, the environment of South Bend, the largest city in St. Joseph County, has changed from a focus on manufacturing (Studebaker, Bosch, and Uniroyal) to one of service industry. In fact, among the ten largest employers in the county, just two represent manufacturing. The University of Notre Dame is the largest employer, followed by Memorial Health System, the South Bend Community School Corporation, AM General, and St. Joseph Regional Medical Center. St. Joseph County, the five contiguous counties comprising its secondary service area and 12 counties in its tertiary service area are characterized by a mix of small to mid-size metropolitan areas and rural communities. Population mix is diverse and includes large numbers of first-generation European, African, Middle Eastern immigrants, African Americans, Asians, Hispanics, and Amish. The population for St. Joseph County in 2012 was estimated at 266,000 individuals. The racial statistics in the County are 75.1% Caucasians, 13% African America, and 7.7% Hispanic. As expected, with an area well-saturated with post-secondary educational institutions, the county has higher than would be projected educational level. 87.5 percent of the population are high school graduates, and 26.2% have a bachelor's degree or higher. The median household income was $45,183; persons below poverty level acoounted for 16% of the population. Of the primary and secondary Memorial service area, St. Joseph County is the largest, followed by Elkhart County estimated at 200,000. Elkhart County continues to have an industrial focus as a major center of the automotive, recreational vehicle, manufactured housing and musical instrument industries. Additional secondary service area counties and their estimated populations include Berrien (MI) 156,000, LaPorte (IN) 111,000, Cass (MI) 52,000 and Marshall (IN) 47,000. Our service area includes patients from St. Joseph and surrounding counties in Indiana and Michigan; a pediatric emergency transport program serving 18 counties and our MedFlight helicopter that covers communities within a 150-mile radius. We have the region's only Level 3 Newborn Intensive Care Unit, the only Pediatric Intensive Care Unit and the only Pediatric Hematology/Oncology program in the area. Memorial is also the only hospital in the region with Pediatric Hospitalist and Child Life programs. Memorial is not only recognized nationally as a leader in providing high quality care, but also as a leader in innovation, offering new approaches to patient satisfaction and customer service that set us apart from other health care providers. As the region's only designated children's hospital, Memorial Children's Hospital welcomes and treats children with a wide variety of medical and surgical diagnoses from more than 20 referral hospitals throughout Southwestern Michigan and Northern Indiana. Our world-class team includes pediatric hospitalists and intensivists, registered nurses, child life specialists, pediatric diabetic educators, pediatric dietitians, social workers, neonatologists, pediatric oncologists, respiratory therapists, clinical nurse specialists, pastoral care, and pediatric specialists in physical therapy, pulmonary medicine and infectious disease. Memorial Hospital and Health System also serves the community with Memorial Neighborhood Health Center - Southeast Clinic, and the Central Neighborhood Clinic at the Center for the Homeless. These two clinics offer primary health care services including all basic services as well as family planning and reproductive health, low-risk obstetrics, and colonoscopy services. Services are available to anyone, and our fees are within the customary range for the community. We accept Medicaid, Medicare and private insurance, and offer a sliding fee scale based on income guidelines for uninsured. We also participate in Hoosier Healthwise, the CHIP program that provides healthcare for Indiana children, pregnant women and low-income families. Other hospitals in our region include: St. Joseph Regional Medical Center, Elkhart General Hospital, Goshen Hospital and Lakeland Health Care. An affiliation with Elkhart General occured in 2010. Education and Research for a Healthy Future We consider education and research to be part of our mission. Each is vital to preparing the next generation of health care professionals to meet future health care demands. As our country ages, we will need more caregivers than ever before; at the same time, there is a shortage of new graduates in key clinical and technical positions. To ensure that we have the quality workforce we need to care for our patients in the future, we are committed to the education of current and future caregivers, and have partnered with local high schools, colleges, universities and Indiana University Medical School at Notre Dame. Preparing for tomorrow's health care needs also requires a commitment to researching new and innovative treatments that battle tomorrow's health care challenges. Clinical research is a part of programming across the Health System. Memorial Medical Group participates in a significant number of pharmaceutical trials annually; physicians in the Hospital participate in various research projects that are national in scope and are evaluated by FDA guidelines by Memorial's Institutional Review Board. Memorial is also a member of an Oncology Consortium which does cancer-related research. Our medical and health care staff are working to find tomorrow's treatments and cures today. Research also evolves from the nursing, pre-medical and social service disciplines at the local post-secondary education institutions. The University of Notre Dame is a close partner in community-based research, which includes evaluating education curricula, intervention modalities, and quantitative analysis as well as qualitative research methods. Together, we offer a comprehensive learning experience for medical students, enabling interns, residents, and fellows to utilize our state-of-the-art training facilities and integrate advanced technology learned in the classroom directly with patient care. We further the evidence of community-based research in addition to clinical research, particularly in the intersection of neuroscience and medical interventions, such as the impact of chemotherapy on the memory and cognitive functioning of breast cancer victims.	Part VI, Line 4
Community Building Activities	All information included in Part VI, Line 1, see "Other Information Required."	Part VI, Line 5
Part VI, Line 6	Memorial's Community Health Enhancement (CHE) division continued its 24 year tradition of "Plunges" by immersing attendees into a timely, health- impacting issue when it delved into the issue of cyber-bullying (using the Internet and related technologies to deliberately harm others). The following practices were established from the Plunge to create an issue-responsive product to combat cyber-bullying, 1) Launching Memorial's Anti-bullying Campaign partnership with the South Bend Community School Corporation. The campaign uses high-profile and contemporary tools such as billboards and websites to educate residents of all ages on modern bullying; 2) Commissioning the development and creation of "The Take Ten Crew vs. the Cyberbully," an animated comic book designed and created by teens through the Robinson Community Learning Center. This comic book will serve as an important curriculum resource in local schools to educate children on how they can respond to bullying; 3) Finalizing the development of the nanotechnology hands-on science kits for use in local classrooms. CHE commissioned the Elkhart-based professional science education organization Ethos to develop three standards-based kits for three different grade levels. The kits made their debut at The National Science Teachers Association conference in March 2012, attended by more than 10,000 educators, where the nanotechnology received rave reviews. HealthWorks! Kids' Museum was conceived as an innovative investment that goes to the very core of the System's Mission: "Improving the quality of life of those who live in our community." Creating a new kind of learning environment for children and families to explore why and how to make healthy decisions about his or her life may ultimately provide the most powerful long-term leverage for accomplishing Memorial's mission. With schools as primary partners, the business plan for HealthWorks! is directed at connecting and cultivating relationships with every growing family in the service area. A HealthWorks! Hummer allows interactive health education programs to be taken to schools and other learning traditional and non-traditional venues to promote healthy living. More than 70,000 children and adults participate in HealthWorks! experiences each year. Several initiatives are under way promoting the replication of HealthWorks! in other communities around the country. Education and supportive programming are key factors to healthy aging. Support groups, including Alzheimer's Services, Diabetes, Ostomy, Arthritis, Women-in-Touch, various cancer survivors, and Self-help for the Hard of Hearing (S-H-H-H), and numbering more than 3,000 people meet regularly at various locations on campus. "Aging in Place" is an innovative partnership program that enables older people to remain independent in their own homes as they are surrounded by a caring community of peers. A nurse and life skills administrator further facilitate independence and community building. The program is experiencing steady and continued growth, keeping pace with the needs within the community as the desire to remain independent becomes an increasingly relevant issue for more and more families. New developments in 2012 included opening a third location, and drawing upon Aging in Place experiences to create a gerontology component for higher education programs. Developed in partnership with Saint Mary's College, there are three modules that can be presented in a seminar format, including Communicating with the Elderly, Depression and Dementia, and Working with Seniors in Poverty. Programming at "BrainWorks" supports a platform to expand the knowledge of brain health. While the focus continues to be on holistic health, brain health as a key component to well-being, which can contribute towards the prevention of neurodegenerative disorders, improve rehabilitation and recovery from trauma, and enhance productivity and capabilities to be realized in the later years. BrainWorks and its programs and services aimed at translating advances in neuroscience into understandable and actionable steps became known to more locally, nationally, and internationally in 2012, laying the groundwork for additional collaborative opportunities. Major highlights include, 1) the expansion of awareness of BrainWorks, including a citation in the National Geographic Brain Health book, guest presenting in American Society of Aging webinars, and the creation and implementation of BrainWorks webinars. BrainWorks was also honored with the Reb Zelman Lifetime Achievement Award at the Sage-ing International Conference, for their significant contribution in the field of conscience, cognitively healthy aging. In 2012, the community's attention was focused on early brain development through the build-out and grand opening of "Little Noggins' Nook" at HealthWorks! Kids' Museum, representing a community investment of more-than $150,000. This high-level, interactive activity center builds upon previous developmental centers established in three agencies serving vulnerable women and children, including the YWCA's residence for battered and addicted women, St. Margaret's House, a day center for homeless women and children, and the Youth Services Bureau for younger women without homes and families to help nurture their infants. "Talk with Your Baby" was an initiative that mushroomed throughout the community, encouraging parents to speak with their infants and children to sponsor brain development. Dr. Art Kramer presented the 2012 Mary Morris Leighton Lecture and continuing medical education of which over 450 attended the community event, as well as nearly seventy physicians at the CME brain health program. BrainWorks continues to offer a wide variety of services with and to an expanded list of community partners, including Northern Indiana Alzheimer's and Dementia Services (Brain Games Challenge), Holy Cross Gerontology Institute (Conference sponsorship and speakers), Palmer Funeral Home, The Saint Joseph County Public Library (Science Alive), East Bank Learning Center, the University of Notre Dame (Innovation Studio and IRB approved chemo-brain research), and American Senior Communities (Community Educational Events). CHE's School Team offers evidence-based prevention programs within South Bend's middle schools. Approximately, 4,000 students are reached with programs focusing on developing the skills necessary to prevent pregnancy, HIV, and other sexually transmitted infections. It was a year of transition, change, and professional development for the team. Receiving the St. Joseph County VOICE grant, enabled programs to inspire high-school students to advocate against the tobacco industry attempts to recruit teens as new smokers. Anti-tobacco programs are held in South Bend, Mishawaka, Penn Harris Madison, and Rolling Prairie High Schools. Finally, developed a new program for South Bend Community School Corporation parents in collaboration with the Robinson Community Learning Center, titled Sex, Bullying, and Making Good Decisions. The System's innovative community outreach has received national recognition for models of involvement as well as state and federal grants to assist in the support some of these programs. Programs include: African-American Women in Touch - breast care education and screening programs, the PEDS developmental delay screening program for infants 0 to 3 years of age which is offered at the St. Joseph County WIC clinics, the YWCA, the Center for the Homeless, and health education and outreach in the Latino community, including a unique diabetes education and case management program that has had significant results. More than 300 Type II diabetics participated in the program with only one diabetes related hospitalization. The Special Populations' division experienced considerable growth in 2012, and highlights included being named a recipient of the Jackson Healthcare Charitable Service Program of Excellence Award for the culturally appropriate Diabeticos Saludables. Most exciting in 2012 was launching an ambitious pilot program that draws upon lessons learned from the successful Diabeticos Saludables program and utilizes Community Health Workers (CHWs) to assist individuals in managing their diabetes. The CHW model trains non-health professional community members to serve as a link or liaison between health and social services and clients. CHWs use relationship as well as cultural and language skills to make health and disease management more understandable and health care access less intimidating. With the pilot program, CHWs are recruiting clients for education and case management services through Memorial's Emergency/Trauma Center and patient-care units and Memorial Medical Group clinics. The Special Populations developed the Community Health Worker training curriculum in collaboration with Ivy Tech State Community College. This program will strive to meet the Indiana Health Professions Bu	Affiliated Health Care System Roles

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	true	RecordsMaintained

Recipient Table RecipientTable (20 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EIN Of RecipientEINOfRecipient	IRC SectionIRCSection	Amount Of Cash GrantAmountOfCashGrant	Purpose Of GrantPurposeOfGrant	Address Line2AddressUS/AddressLine2
GRACE COMMUNITY CENTER INC
PO BOX 1671	SOUTH BEND	IN	46634	351900380	501(C)(3)	25000	CONTRIBUTION
HABITAT FOR HUMANITY OF ST JOSEPH COUNTY
402 E SOUTH ST	SOUTH BEND	IN	46601	311196894	501(C)(3)	10000	WOMEN BUILD 2012
NORTHEAST NEIGHBORHOOD REVITALIZATION ORGANIZATION
803 LINCOLNWAY WEST	SOUTH BEND	IN	46616	352118149	501(C)(3)	50000	CONTRIBUTION
SJC BRIDGES OUT OF POVERTY INC
117 N LAFAYETTE BLVD	SOUTH BEND	IN	46601	263195466	501(C)(3)	47860	CONTRIBUTION
BOYS & GIRLS CLUB OF ST JOSEPH COUNTY
1411 LINCOLNWAY WEST	SOUTH BEND	IN	46544	351329625	501(C)(3)	105000	EDUCATIONAL ENRICHMENT PROG
THE CENTER FOR THE HOMELESS
813 South Michigan	SOUTH BEND	IN	46601	351768544	501(C)(3)	100000	PEDS PROGRAM
INDIANA UNIVERSITY SCHOOL OF MEDICINE
1234 Notre Dame Ave	SOUTH BEND	IN	46617	356001673	501(C)(3)	15000	2012 MEDICINE BALL SPONSOR	Raclin-Carmichael HalL
UNIVERSITY OF NOTRE DAME
MAIN BUILDING	Notre Dame	IN	46556	350868188	501(c)(3)	68222	CONTRIBUTION
SOUTH BEND HERITAGE FOUNDATION INC
803 Lincolnway West	SOUTH BEND	IN	46616	237394320	501(c)(3)	21000	CONTRIBUTION
UNITED WAY OF ST JOSEPH
3517 E Jefferson	SOUTH BEND	IN	46660	351063368	501(c)(3)	50000	CONTRIBUTION
A ROSIE PLACE
53131 QUINCE ROAD	SOUTH BEND	IN	46628	371523448	501(C)(3)	36000	CONTRIBUTION
AMERICAN HEART ASSOCIATION INC
7272 GREENVILLE AVE	DALLAS	TX	75231	135613797	501(C)(3)	7500	2013 SPONSORSHIP
CENTER FOR HISTORY
808 w WASHINGTON	SOUTH BEND	IN	46601	351124156	501(C)(3)	15000	SPONSORSHIP
ETHOS INC
2521 INDUSTRIAL PKWY	ELKHART	IN	46516	912094413	501(C)(3)	7000	CONTRIBUTION
HEALTHY COMMUNITIES INITIATICE OF ST JOSEPH COUNTY
401 E COLFAX AV	SOUTH BEND	IN	46617	351994551	501(C)(3)	12537	CONTRIBUTION
NEW GENERATIONS CHRISTIAN MINISTRY
431 SUMMIT DR	SOUTH BEND	IN	46619	432028706	501(C)(3)	10000	CONRIBUTION
CANCER SOCIETY OF ST JOSEPH COUNTY INC
919 E JEFFERSON BLVD	SOUTH BEND	IN	46617	350872359	501(C)(3)	15000	2012 SPONSORSHIP
SALVATION ARMY
900 W WESTERN AVE	SOUTH BEND	IN	46601	381359297	501(C)(3)	150000	CONTRIBUTION
SOUTH BEND COMMUNITY SCHOOLS
215 S ST JOSEPH STREET	SOUTH BEND	IN	46601	351076622	501(C)(3)	27240	CONTRIBUTION
SOUTH BEND MEDICAL FOUNDATION
530 N LAFAYETTE BLVD	SOUTH BEND	IN	46601	350868178	501(C)(3)	12500	2012 SPONSORSHIP

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	20	TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	GRANT MONITORING PROCEDURES	Identifier
Return Reference	SCHEDULE I, PART IV	ReturnReference
Explanation	Donations and grants given to organizations that improve the health and well-being of our community are monitored through Outcome Measurement Reports that are provided to Memorial by the various organizations. These reports inform us of how the donations and grants were used.	Explanation

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	false	SeverancePayment
Supplemental Nonqual Retire Plan	true	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	false	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	false	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	false	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	true	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	true	CompBasedNetEarningsRelateOrgs

Form990 Schedule J Part II Form990ScheduleJPartII (12 entries)

TitleTitle	Base Compensation Filing OrgBaseCompensationFilingOrg	Comp Based On Related OrgsCompBasedOnRelatedOrgs	Bonus Filing OrgBonusFilingOrg	Bonus Related OrgsBonusRelatedOrgs	Other Compensation Filing OrgOtherCompensationFilingOrg	Other Compensation Related OrgsOtherCompensationRelatedOrgs	Deferred Comp Filing OrgDeferredCompFilingOrg	Deferred Comp Related OrgsDeferredCompRelatedOrgs	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs	Total Compensation Filing OrgTotalCompensationFilingOrg	Total Compensation Related OrgsTotalCompensationRelatedOrgs	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg	Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
Philip Newbold
CEO/President thru Mar 12th	0	661503	0	326180	0	395055	0	152094	0	11280	0	1546112	0	0
Jeffrey Costello
Asst. Treasurer/CFO	0	336447	0	114704	0	180399	0	78239	0	4574	0	714363	0	0
Robert Yount MD
Trustee; Employed Physician	0	901782	0	22663	0	3564	0	10000	0	8664	0	946673	0	0
Keith Sherry MD
Trustee and medical director	174529	0	0	0	0	0	4797	0	5475	0	184801	0	0	0
Gerard Duprat MD
Trustee	0	353703	0	50000	0	5558	0	5051	0	7516	0	421828	0	0
Kreg Gruber
PRESIDENT	363323	0	107681	0	19560	0	73810	0	15215	0	579589	0	0	0
Cheryl Wibbens-Lesh MD
Asst. Secr./VP	304619	0	60120	0	8534	0	8140	0	6311	0	387724	0	0	0
Robert Riley MD
Physician	217443	0	21355	0	5018	0	13452	0	2975	0	260243	0	0	0
Scott Thomas MD
Employed Physician	341800	0	0	0	216	0	10154	0	0	0	352170	0	0	0
Thomas Sutula MD
Employed Physician	224993	0	22162	0	6383	0	13903	0	5083	0	272524	0	0	0
Mark Lavallee
Employed Physician	209132	0	25757	0	4700	0	5889	0	3987	0	249465	0	0	0
Dale Patterson
Employed Physician	226234	0	25423	0	230	0	8983	0	6731	0	267601	0	0	0

Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
HEALTH CLUB	Schedule J, Part I, Line 1A	MEMORIAL HEALTH SYSTEM, INC. (MHS) REIMBURSES TRUSTEES FOR THE TAX EFFECT OF THE 1099 REPORTABLE BENEFITS FOR HEALTH CLUB MEMBERSHIP, WITH MHS'S HEALTH AND LIFESTYLE CENTER, AND SPOUSAL TRAVEL. THIS REPORTING IMPACTS 6 VOTING BOARD MEMBERS. MHS ALSO REIMBURSES FOR DIRECT EXPENSES RELATED TO ANY TRAVEL ON THE ORGANIZATION'S BEHALF. SPOUSAL TRAVEL WAS INCLUDED IN TAXABLE COMPENSATION FOR 3 EMPLOYEES (PHILIP NEWBOLD, KREG GRUBER, AND JEFFREY COSTELLO). These expenses were paid by the parent org (MHS) and charged back to the MHSB and reported as an expense to the Hospital as if paid directly by the hospital in Part IX and in Part VII.
EXECUTIVE RETENTION PLAN	Schedule J, Part I, Line 4B	Beacon Health System implemented an Executive Retention Plant to attract and retain key employees by providing additional deferred compensation. The Chief Executive Officer will participate in the plan and will select other participants pursuant to the guidelines set by the Employer's Board of Directors. The Employer may make contributions under the plan and has sole discretion over whether to make a contribution. Vesting occurs on January 1 of the fifth year for which such contributions are made for participants who have been continuously employed.
COMPENSATION CONTINGENT ON NET EARNINGS	Schedule J, Part I, Line 6A & 6B	The related organization has 3 incentive plans (employee, management AND EXECUTIVE) which have a net operating income to budget measurement for the payout threshold. The employee plan shares the excess over budgeted net operating income with the non-management employees for Memorial Health System, Inc and the affiliated entities which includes Memorial Hospital of South Bend, Inc. The employee incentive pool has a maximum cap of $3,000,000. The management incentive plan pays a sliding percentage of base compensation if the net operating income is equal to or greater than 80% of the budgeted net operating income. The sliding scale caps when operating income reaches 120% of the budgeted operating income. EXECUTIVES ARE COVERED UNDER THE BEACON HEALTH SYSTEM EXECUTIVE SHORT-TERM INCENTIVE PLAN (ESTIP). THE ESTIP PAYS A SLIDING PERCENTAGE OF BASE COMPENSATION IF THE NET OPERATING INCOME IS EQUAL TO OR GREATER THAN 80% OF THE BUDGETED NET INCOME. THE SLIDING SCALE CAPS WHEN OPERATING INCOME REACHES 120% OF THE BUDGETED OPERATING INCOME.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)

Bond ReferenceBondReferenceCd	Issuer EINIssuerEIN	CUSIP NumberCUSIPNumber	Date IssuedDateIssued	Issue PriceIssuePrice	Description Of PurposeDescriptionOfPurpose	DefeasedDefeased	On Behalf Of IssuerOnBehalfOfIssuer	Pool FinancingPoolFinancing
HOSPITAL AUTHORITY OF SAINT JOSEPH COUNTY
A	356311914	79061BCQ6	2007-05-10	80000000	Health Care Capital Improvments	false	false	false
HOSPITAL AUTHORITY OF SAINT JOSEPH COUNTY
B	356311914	79061BCP8	2006-03-16	38580000	REFUND BONDS ISSUED 12/12/2000	false	false	false
HOSPITAL AUTHORITY OF SAINT JOSEPH COUNTY
C	356311914	79061BCx1	2008-08-28	39915000	REFUND BONDS ISSUED 02/20/2003	false	false	false
HOSPITAL AUTHORITY OF SAINT JOSEPH COUNTY
D	356311914	000000000	2008-07-02	2147750	Health Care Equipment Financing	false	false	false

Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)

Bond ReferenceBondReferenceCd	Amount RetiredAmountRetired	Total ProceedsTotalProceeds	Issuance Costs From ProceedsIssuanceCostsFromProceeds	Credit EnhancementCreditEnhancement	Capital ExpendituresCapitalExpenditures	Year Of Subst CompletionYearOfSubstCompletion	Current RefundingCurrentRefunding	Advance RefundingAdvanceRefunding	Final Allocation MadeFinalAllocationMade	Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
A	0	84814783	762312	0	84052471	2009	false	false	true	true
B	350000	45510172	467934	775830	44266408	2000	false	true	true	true
C	3545000	39915049	577504	0	39337545	2003	true	false	true	true
D	0	2147750	0	0	2147750	2008	false	false	true	true

Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedProperty	Any Lease ArrangementsAnyLeaseArrangements	Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty	Engage Bond Counsel ContractsEngageBondCounselContracts	Any Research AgreementsAnyResearchAgreements	Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers	Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI	Total Private Business UseTotalPrivateBusinessUse	Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest	Change In Use Bond Financed PropChangeInUseBondFinancedProp	Prcntge Bond Financed PropPrcntgeBondFinancedProp	Remedial Action TakenRemedialActionTaken	Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs
A	false	false	true	true	false	0.00000	0.00000	0.00000	false	false	0.00000	false	false
B						0
C	false	false	true	true	false	0.00000	0.00000	0.00000	false	false	0.00000	false	false
D	false	false	true	true	false	0.00000	0.00000	0.00000	false	false	0.00000	false	false

Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiled	Rebate Not Due YetRebateNotDueYet	Exception To RebateExceptionToRebate	No Rebate DueNoRebateDue	Variable Rate IssueVariableRateIssue	Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds	Gross Proceeds Invested In GICGrossProceedsInvestedInGIC	Business Name Line1NameOfGICProvider/BusinessNameLine1	Term Of GICTermOfGIC	Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied	Gross Proceeds InvestedGrossProceedsInvested	Written Proc To Monitor ReqsWrittenProcToMonitorReqs	Term Of HedgeTermOfHedge	Superintegrated HedgeSuperintegratedHedge	Hedge TerminatedHedgeTerminated
0
A	false	false	false	true	true	false	true	HYPO PUBLIC FINANCE	3.2	true	false	false
WELLS FARGO BANK NA
B	false	false	false	true	true	true	false	0			false	false	21.7	false	false
WELLS FARGO BANK NA
C	false	true	true		true	true	false	0			false	false	23.6	false	false
0
D	false	true	true		false	false	false	0			false	false

Form990 Schedule K Part V Form990ScheduleKPartV (4 entries)

Bond ReferenceBondReferenceCd	Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction
A	false
B	false
C	false
D	false

Form990 Schedule K Part VI Form990ScheduleKPartVI (8 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
PART II, LINE 3, Columns A, B, & C	0	THE DIFFERENCE BETWEEN THE TOTAL PROCEEDS OF THE ISSUE AND THE ISSUE PRICE IS INVESTMENT EARNINGS.
PART II, LINE 11, Columns B & C	0	PRINCIPAL OF AND INTEREST ON REFUNDED BONDS.
PART III, Column B	0	COLUMN B IS NOT COMPLETED BECAUSE SUCH BONDS WERE ISSUED AFTER 12/31/2002 TO REFUND BONDS ISSUED BEFORE 01/01/2003.
PART III, LINE 4	0	IN AUGUST 2008, THE HOSPITAL AUTHORITY OF ST. JOSEPH COUNTY, ON BEHALF OF THE CORPORATION, ISSUED REVENUE REFUNDING BONDS IN THE PRINCIPAL AMOUNT OF $39,915,000 TO REFUND SERIES 2003 BONDS. THE SERIES 2003 BONDS WERE USED TO FINANCE VARIOUS CAPITAL PROJECTS INCLUDING THE HEART AND VASCULAR CENTER. AS PART OF THE PLANNING FOR THE SERIES 2003 BONDS, THE MEMORIAL HOSPITAL MANAGEMENT TEAM PLANNED FOR PRIVATE USE OF THE FIRST FLOOR OF THE HEART AND VASCULAR CENTER. AFTER PLANNING FOR THE PRIVATE USE OF THE FIRST FLOOR THE MEMORIAL MANAGEMENT TEAM CONSULTED BOND COUNSEL WHO ADVISED THAT THE FIRST FLOOR SHOULD BE FUNDED THROUGH EQUITY. MEMORIAL HOSPITAL FOLLOWED BOND COUNSEL'S RECOMMENDATION AND THE HEART AND VASCULAR CENTER FIRST FLOOR WAS ENTIRELY FUNDED BY EQUITY. MEMORIAL HOSPITAL USED APPROXIMATELY $22,100,000 IN EQUITY IN RELATION TO THE PROJECTS FUNDED WITH SERIES 2003 BOND DRAWS.
PART III, LINE 9	0	ON 05/21/2013, THE ORGANIZATION ESTABLISHED PROCEDURES TO ENSURE THAT ALL NONQUALIFIED BONDS ARE REMEDIATED IN ACCORDANCE WITH THE REQUIMENTS OF ALL APPLICABLE REGULATIONS.
PART IV, LINE 2C	0	A: VERIFICATION REPORT DATED JUNE 20, 2013, SHOWED THAT NO REBATE WOULD BE DUE. B: VERIFICATION REPORT DATED FEBRUARY 15, 2011, SHOWED THAT NO REBATE WOULD BE DUE.
PART IV, LINE 7	0	ON 05/21/2013, THE ORGANIZATION ESTABLISHED WRITTEN PROCEDURES TO MONITOR SECTION 148 REQUIRMENTS.
PART V	0	ON 05/21/2013, THE ORGANIZATION ESTABLISHED WRITTEN PROCEDURES TO ENSURE THAT VIOLATIONS OF FEDERAL TAX REQUIREMENTS ARE TIMELY IDENTIFIED AND CORRECTED THROUGH THE VOLUNTARY CLOSING AGREEMENTS PROGRAM IF SELF-REMEDIATION IS NOT AVAILABLE UNDER APPLICABLE REGULATIONS.

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)

RelationshipRelationship	Amount Of TransactionAmountOfTransaction	Description Of TransactionDescriptionOfTransaction	Sharing Of RevenuesSharingOfRevenues
South Bend Emergency Physicians Inc
Keith Sherry DIR/TRUSTEE	6662292	See Part V	false
South Bend Clinic LLP
Jesse Hseith/Trustee	369208	See Part V	false

Form990 Schedule L Part V Form990ScheduleLPartV

Field	Value	IRS element (for citing)
Identifier	Business Transactions Involving Interested Persons	Identifier
Return Reference	Schedule L, Part IV	ReturnReference
Explanation	Keith sherry, MD, is a director and employed by South Bend Emergency Physicians, Inc. which provides emergency physician services to the hospital. Payments noted are paid to South Bend Emergency Physicians, Inc. Jesse Hseih, MD, is an officer with South Bend Clinic, LLP. Memorial Hospital of South Bend makes contractual payments to the South Bend Clinic for trauma call services provided.	Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (18 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
VOLUNTEERS	Form 990, Part I, Line 6	Memorial Hospital of South Bend has a department called Ambassador and Customer Services. It is the responsibility of this department to recruit, orient, process and place new ambassadors in approximately 30 service areas of the hospital. It is also the responsibility of the department to follow up, schedule and recognize ambassadors. Some of the areas of service include a Major Surgery Waiting Room, Patient Escorts, Flower Delivery, Mail Delivery, Living History Program, Emergency Department Volunteers and Cookie Bakers. In 2012, Memorial had 589 volunteers in this program who served 50,867 hours.
Other Program Services	Form 990, Part III, Line 4d	Other Program Services include Physcriatric departments, social services, community outreach programs, tithing, grants, and supporting services such as administration, finance, payroll, patient accounting, laundry services, health and lifestyle center, and medical records. Due to the non revenue generating or community investment nature of many of the programs, they operate at a loss. See Schedule H for details on the Hospitals tithing and community outreach represented in Other Program Services.
Members of the Organization	Form 990, Part VI, Section A, Line 6	BEACON HEALTH SYSTEM, INC. IS THE SOLE CORPORATE MEMBER OF MEMORIAL HOSPITAL OF SOUTH BEND, INC.
Election of Board Members	Form 990, Part VI, Section A Line 7A	The Corporate Member shall appoint the Board of Directors of Memorial Hospital of South Bend and shall have such powers of advance approval regarding corporate actions as are delineated in the By-Laws of Memorial Hospital of South Bend.
Decisions of The Board of Directors	Form 990, Part VI, Section A, Line 7B	Decisions of the Board of Directors must be approved by the Corporate Member.
Review Process	Form 990, Part VI, Section B, Line 11B	The organization incorporates numerous parties in the production and review of the Form 990 and associated schedules. Senior accounting staff and management complete the Form 990 and schedules. The forms and schedules are reviewed by the Directors of Accounting, Controller and CFO. Subsequent to those steps, the organization engaged Ernst & Young to review the completed Form 990 and appropriate schedules. Prior to filing the return, the compensation committee of the organization and the CEO conduct a general overview of the form 990, including applicable compensation schedules. In addition, the Board of Directors and the Audit Committee receive a copy of the 990 prior to filing.
Conflict of Interest Policy	Form 990, Part VI, Section B, Line 12C	THERE ARE THREE SEPARATE FORMS THAT ARE SENT OUT THROUGH THE INTERNAL AUDIT DEPARTMENT TO KEY EMPLOYEES OR BOARD MEMBERS REGARDING CONFLICT OF INTEREST. THEY ARE AS FOLLOWS: 1. THE FIRST IS A CONFLICT OF INTEREST STATEMENT THAT IS SENT TO SENIOR LEVEL ADMINISTRATION, MANAGEMENT, AND SELECT STAFF SUCH AS PURCHASING DEPARTMENT EMPLOYEES. THE PURPOSE OF THE STATEMENT IS TO REQUIRE THESE EMPLOYEES TO DISCLOSE ANY POTENTIAL CONFLICT OF INTERESTS THEY MAY HAVE. THE STATEMENTS ARE SENT IN JANUARY OF EACH YEAR for the previous year activities WE PURSUE THE REPLIES TO GET A 100% RESPONSE RATE. IN THE CURRENT YEAR WE SENT OUT OVER 250 STATEMENTS AND DID ACHIEVE A 100% RESPONSE RATE. EACH RESPONSE IS REVIEWED BY THE DIRECTOR OF INTERNAL AUDIT AND THE RESULTS ARE REPORTED TO THE CEO OF Beacon Health System, the Audit Committee Chairman, AS WELL AS THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. It should be noted that in 2012 the Conflict of Interest Statement were not sent to Elkhart General Hospital Employees but will be sent for the calendar year 2013 in January, 2014. 2. THE SECOND STATEMENT IS THE BOARD DUALITY OF INTEREST STATEMENT THAT is SENT TO CURRENT BOARD MEMBERS, FORMER BOARD MEMBERS FROM THE LAST FIVE YEARS, and OTHER KEY EMPLOYEES. THE DUALITY OF INTEREST STATEMENT is sent using a web based survey tool provided by Ernst & Young. THE REPLIES ARE REVIEWED BY THE DIRECTOR OF INTERNAL AUDIT. THE RESULTS of the surveys are summarized using the web based tool, and are reviewed by Ernst & Young in completing the 990. The RESULTS ARE REPORTED TO THE CEO OF Beacon Health System, the Audit Committee Chairman, AND THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. 3. THE THIRD STATEMENT IS ENTITLED "CODE OF ETHICS FOR SENIOR FINANCIAL OFFICERS". THE STATEMENT REQUIRES AN ACKNOWLEDGEMENT FORM TO BE SIGNED BY Beacon Health System's KEY FINANCIAL EMPLOYEES THAT Beacon's FINANCIAL INFORMATION IS TO THE BEST OF THEIR KNOWLEDGE TRUE AND ACCURATE. THIS STATEMENT WAS SENT OUT IN EARLY JANUARY, 2013 AND THE SIGNED ACKNOWLEDGEMENTS ARE KEPT BY THE DIRECTOR OF INTERNAL AUDIT. IN 2013, Seventeen DESIGNATED EMPLOYEES WERE REQUESTED TO SIGN THE FORM AND WE HAD A 100% COMPLIANCE RATE. ANY POTENTIAL CONFLICTS OF INTERESTS ARE REVIEWED BY INDEPENDENT PARTIES BOTH INTERNAL AND EXTERNAL TO THE ORGANIZATION, AND IF NECESSARY, CORRECTIVE ACTION WOULD BE TAKEN TO RESOLVE A TRUE CONFLICT. THE INDIVIDUAL WITH THE POTENTIAL CONFLICT OF INTEREST IS would be EXCLUDED FROM ALL REVIEW PROCEEDINGS.
Process for Determining Compensation	Form 990, Part VI, Section B, LINE 15a and 15b	Vice President and higher compensation is determined after an extensive examination is conducted using comparable market data and then reviewed by an independent consultant hired by, and reporting to, the Board of Directors. Recommendations are presented to the Compensation Committee of the Beacon Health System, Inc. Board for deliberation and final decision. Deliberation and final decision are performed by the independent members of the Board.
Public Availability for Documents	Form 990, Part VI, Section C, Line 19	The governing documents and conflict of interest policy are not made available to the public. The financial statements are distributed quarterly to the Electronic Municipal Market Access (EMMA) website as part of the continuing disclosures for the Memorial Health System, Inc. bonds.
Other Changes in the net assets of Fund Balances	PART XI, LINE 9	Gain on SWAP 12,333,474 Loss on Swap termination (290,000) Transfer to Beacon Health Ventures, Inc. (3,283,714) Transfer to Elkhart General Hospital, Inc. (750,000) Transfers to Parent, Memorial Health System (41,769,378) Write off of inter company, Memorial Health Foundation 22,393 Write off of inter company, Memorial Health System 3,972,845 Write off of inter company, Elkhart General Hospital 149,409 Net Assets released from resrictions for capital items 302,651 Change in interest in recipient org 655,618 TOTAL (28,656,702)
OTHER FEES FOR SERVICES FOR NON-EMPLOYEES	FORM 990 PART IX LINE 11G	DESCRIPTION:OTHER PURCHASED SERVICES TOTAL FEES:12216413
OTHER FEES FOR SERVICES FOR NON-EMPLOYEES	FORM 990 PART IX LINE 11G	DESCRIPTION:PHYSICIAN FEES TOTAL FEES:11859389
OTHER FEES FOR SERVICES FOR NON-EMPLOYEES	FORM 990 PART IX LINE 11G	DESCRIPTION:LAB FEES TOTAL FEES:7579915
OTHER FEES FOR SERVICES FOR NON-EMPLOYEES	FORM 990 PART IX LINE 11G	DESCRIPTION:SERVICE CONTRACTS TOTAL FEES:3999855
OTHER FEES FOR SERVICES FOR NON-EMPLOYEES	FORM 990 PART IX LINE 11G	DESCRIPTION:COLLECTION EXP TOTAL FEES:3293760
OTHER FEES FOR SERVICES FOR NON-EMPLOYEES	FORM 990 PART IX LINE 11G	DESCRIPTION:CONSULTING TOTAL FEES:1367473
OTHER FEES FOR SERVICES FOR NON-EMPLOYEES	FORM 990 PART IX LINE 11G	DESCRIPTION:REPAIRS & MAINTENANCE TOTAL FEES:1676042
OTHER FEES FOR SERVICES FOR NON-EMPLOYEES	FORM 990 PART IX LINE 11G	DESCRIPTION:TRANSCRIPTION, P/S MEDICAL TOTAL FEES:586875

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivities	Legal Domicile StateLegalDomicileState	Public Charity StatusPublicCharityStatus	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Controlled OrgControlledOrg
Memorial Health System Inc
615 N Michigan Street	South Bend	IN	46601	351536132	Corp Svc/Clin	IN	9	BEACON	true
Memorial Health Foundation Inc
615 N Michigan Street	South Bend	IN	46601	351536129	Financial Sup	IN	9	BEACON	true
Elkhart General Hospital Inc
600 East Boulevard	Elkhart	IN	46514	350877574	Hospital	IN	3	BEACON	true
MEMORIAL ENDOWMENT FUND FOR MEM HOS
PO BOX 1602	SOUTH BEND	IN	46634	356068581	ENDOWMENT	IN	11d III-O	MHSB	true
BEACON HEALTH SYSTEM Inc
600 East Boulevard	Elkhart	IN	46514	453864076	Parent Org.	IN	11C III-FI	NA	false

Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivityPrimaryActivity	Legal Domicile StateLegalDomicileState	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Type Of EntityTypeOfEntity
BEACON HEALTH VENTURES INC
615 N Michigan Street	South Bend	IN	46601	351901068	Home Medical	IN	NA	C
BEACON HEALTH VENTURES MICHIGAN INC
615 N MICHIGAN ST	SOUTH BEND	IN	46601	208259773	HOME MEDICAL	MI	NA	C

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	false	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	true	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	true	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	false	LoansOrGuaranteesFromOtherOrg
Dividends Related Organization	false	DividendsRelatedOrganization
Sale Of Assets To Other Org	false	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	false	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	false	ExchangeOfAssets
Rental Of Facilities To Other Orgs	true	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	true	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	true	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	true	PerformOfServicesByOtherOrgs
Sharing Of Facilities	false	SharingOfFacilities
Sharing Of Paid Employees	true	SharingOfPaidEmployees
Reimbursement Paid To Other Org	true	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	true	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	true	OtherTransferToOtherOrg
Other Transfer From Other Org	true	OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (17 entries)

Transaction TypeTransactionType	Amount InvolvedAmountInvolved	Method Of Amt DeterminationMethodOfAmtDetermination
Beacon Health Ventures Inc
L	733636	REVIEW INVOICES
Beacon Health Ventures Inc
R	2110460	ACCT. ACTIVITY
Beacon Health Ventures Inc
R	3283714	CASH TRANSFER
Elkhart General Hospital Inc
C	301102	ACCT. ACTIVITY
Elkhart General Hospital Inc
O	322449	REVIEW INVOICES
Elkhart General Hospital Inc
R	750000	CASH TRANSFER
Memorial Health Foundation Inc
C	694548	DIST. FROM MHF
Memorial Health Foundation Inc
S	57559	CASH TRANSFER
Memorial Health System Inc
B	41769378	CASH TRANSFER
Memorial Health System Inc
C	3972845	ACTUAL CHARGES
Memorial Health System Inc
J	266950119	PHYSICIAN CHRGS
Memorial Health System Inc
K	280769	INTERCO CHARGES
Memorial Health System Inc
M	21135670	PHYSICIAN CHRGS
Memorial Health System Inc
P	30436726	INTERCO CHARGES
Memorial Health System Inc
Q	606455	INTERCO CHARGES
Memorial Health System Inc
Q	23000000	CASH TRANSFER
Memorial Health System Inc
S	30436726	INTERCO CHARGES