2012-05-15T11:03:18-05:00 2011-06-30 Deloitte Tax LLP 250 East Fifth Street Suite 1900 Cincinnati OH 45202 990 2010-07-01 260479484 St Luke's-St Vincent's Healthcare STLU 9043087300 4205 Belfort Road Suite 4030 Jacksonville FL 32216 Mark Doyle 9043087300 2012-05-15 1 Rebecca Lyons 5137847100 2010 2016-02-24 21:20:13Z X St Luke's Hospital Moody L Chisholm 1 Shircliff Way Jacksonville FL 32204 131826609 0 0928 X www.jaxhealth.com X 2007 FL Spiritually centered care which sustains & improves the health of the community. 14 13 1194 143 0 0 31432 26895 103533976 130497875 71960 79429 510204 389074 104147572 130993273 1200 0 0 0 40231726 46740958 0 0 0 84962681 98459493 125195607 145200451 -21048035 -14207178 127298275 133806453 136898407 136605586 -9600132 -2799133 X Ascension Health directs its governance and management activities toward strong, vibrant, Catholic Health Ministries united in service and healing and dedicates its resources to spiritually centered care which sustains and improves the health of the individuals and communities it serves. In accordance with Ascension Health's mission of service to those who are poor and vulnerable, each Health Ministry accepts patients regardless of their ability to pay. 0 0 138303397 129864302 Please refer to Schedule O for the Community Benefit Report. 159105 633573 Medical Staff Fees and Exempt Affiliate Rents. 138462502 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 121 0 1 1194 1 0 0 0 0 0 0 0 0 0 0 X 14 13 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X Carol Tannenbaum 9043087300 4205 Belfort Road Suite 4030 Jacksonville FL 32216 C Daniel Rice 3.00 X X 0 0 0 James Patrick Thorton end 611 3.00 X X 0 0 0 Sidney S Simmons II 3.00 X X 0 0 0 Richard Mullaney 1.00 X X 0 0 0 Fred D Franklin Jr end 611 1.00 X X 0 0 0 Paul J Chappano MD 1.00 X 0 0 0 Gary R Chartrand 1.00 X 0 0 0 Sr Mary Frances end 611 1.00 X 0 0 0 Dudley Greenhut start 311 1.00 X 0 0 0 David G Kulik 1.00 X 0 0 0 Ricardo Morales Jr 1.00 X 0 0 0 Sr Nancy Murphy DC 1.00 X 0 0 0 Sr Elyse Staab DC 1.00 X 0 0 0 Moody Chisholm 40.00 X X 0 764972 36901 Mark Doyle start 1110 40.00 X 0 34561 0 Alfred Mansfield end 311 40.00 X 0 157796 21471 Brian T Regan end 710 40.00 X 0 0 0 Lorraine M Keith 40.00 X 57413 76318 26905 Donnie L Romine Jr start 1110 40.00 X 53959 0 37875 Laurie S Teppert 40.00 X 0 263488 44531 Janice G Lipsky 40.00 X 0 203390 61394 Gene K Miyamoto 40.00 X 0 366062 50132 Phil C Perry 40.00 X 0 331112 53337 Karen F Darnell 40.00 X 0 203915 47256 Randall W Hartley end 411 40.00 X 208279 0 37992 Dale E Younkman 40.00 X 138772 0 26162 Donald Fisher 40.00 X 146400 0 7397 Charles J Griffey 40.00 X 122156 0 32401 Rebecca S Goldwasser 40.00 X 127925 0 15746 Russell S Avera 40.00 X 134477 0 15329 Scott A Whalen end 709 0.00 X 0 449555 0 John J Maher 0.00 X 0 173295 4236 Daniel R Curran 0.00 X 0 347585 0 989381 3372049 519065 21 1 1 0 Healthcare Svcs Inc dba Accretive Heal 401 N MI Ave Ste 2700 Chicago IL 60611 Patient Accounting 4727157 Sodexho Marriott Services PO Box 536922 Atlanta GA 30353 Food Services 2904724 Brooks Rehab Hospital 3599 University Blvd South Jacksonville FL 32216 Skilled Nursing 1514753 Linc Health LLC 2310 130th Ave NE Suite B-200 Bellevue WA 98005 Facility Services 780468 Elkins Constructors Inc 701 West Adams St Jacksonville FL 32204 Construction 511527 27 26895 26895 Net Patient Revenue 621990 129864302 129864302 Exempt Affiliates Rent 532000 599654 599654 Medical Staff Fees 621990 33919 33919 130497875 79429 79429 512775 760243 -247468 -247468 -247468 96377 73093 23284 23284 Cafeteria Sales 722320 461206 461206 Other 621990 152052 152052 613258 130993273 130497875 0 468503 389837 251570 138267 35750114 34303626 1446488 1238202 1183905 54297 6640784 6348872 291912 2722021 2602252 119769 132548 132548 122929 122929 12093846 11171495 922351 20462 20462 302099 274304 27795 4265943 4052645 213298 24405 18304 6101 21195 15896 5299 4853951 4708332 145619 8871543 8605396 266147 1382707 1369202 13505 Medical Supplies 27638925 27493737 145188 Bad Debt 15024666 15024666 Corporate Services 13912798 11475693 2437105 Equipment Rent/Maint 4228477 3979146 249331 SNU Management Services 2125333 2125333 3437666 3437666 145200451 138462502 6737949 0 5950 132841 6274946 12451246 17226926 1698059 2464139 156251 328314 148782200 54728941 104422908 94053259 5217113 5744211 5690009 3219857 2018699 127298275 133806453 10394528 13250962 126503879 123354624 136898407 136605586 X -14817245 -8543344 5217113 5744211 -9600132 -2799133 127298275 133806453 X -14207178 21008177 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 5599 5599 0 Explanation of Other Lobbying Activities: Part II-B, Line 1i: Lobbying expenses represent the portion of dues paid to national and state hospital associations that is specifically allocable to lobbying. 14487081 14487081 67924590 11341497 56583093 47231196 38737318 8493878 19139333 4650126 14489207 94053259 Estimated Third-Party Payor Settlements 645287 Due to Affiliates 4164737 Pension and Other Post Retirement Liabilities 104387 Self-Insurance Liabilities 818041 Intercompany Debt to Ascension Health 117615024 Other 7148 123354624 Description of Uncertain Tax Positions Under FIN 48: Part X: From the consolidated financial statements of St. Vincent's Health System, Inc. (which include the activity of St. Luke's-St. Vincent's Healthcare): The Health Ministry accounts for uncertainty in income tax positions by applying a recognition threshold and measurement attribute for financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. 1 1 X 1 X 1 X 1 1 1 0 1 1 5317162 5317162 0.04080 9775718 5837009 3938709 0.03030 15092880 5837009 9255871 0.07110 262758 262758 0.00200 17497 336 17161 0.00010 65376 65376 0.00050 345631 336 345295 0.00260 15438511 5837345 9601166 0.07370 17829 17829 0.00010 8840 8840 0.00010 1827 1827 0.00000 28496 28496 0.00020 0 3860608 2346662 48497958 56397777 -7899819 X 1 1 1 1 St Luke's-St Vincent's Healthcare

4201 Belfort Road Suite 4030 Jacksonville FL 32216

X X X NA 1 Part I, Line 7: The cost of providing charity care, means tested government programs, and community benefit programs is estimated using internal cost data, and is calculated in compliance with Catholic Health Association ("CHA") guidelines. The organization uses a cost accounting system that addresses all patient segments. The best available data was used to calculate the amounts reported in the table.St. Luke's Hospital posts information about availability of charity care in its emergency room and admissions areas. Referrals for charity care are made by the financial specialist, patient accounting personnel, social work personnel, Collection agency personnel, physicians and community members. All patients potentially eligible for charity care status are screened by the financial specialist/collection representatives for assistance through federal, state, county and other social service programs. The financial specialists/collection representatives work collaboratively with other health care members to explore alternative financial resources for the patients. The Charity Care Policy is available to patients upon request and provided the patient does not qualify for any funded program. Medicaid patients upon exhaustion of benefits will automatically qualify for charity care allowance as long as they remain eligible for Medicaid.Patients will be denied charity based on non-compliance with attempts to obtain insurance for eligibility coverage through other programs (i.e., Medicaid-eligible individuals who have failed to keep required appointments with their case worker). Patients should be screened prior to sending to Florida Department of Children and Family Services to determine if they qualify for Medicaid. Patients can be selected for presumptive charity care by using an electronic screening process. Patients may also be referred to St. Vincent's Health System's outreach programs for continuing care.Information about the charity care policy is included in the patient bills indicating financial assistance is available along with information about contacting the Hospital to seek assistance. We do not provide the "criteria" within the bills themselves. Any uninsured patient or patient requesting assistance is referred to a patient financial advocate to assist with resolving the bill with the hospital. This process includes assisting the patient with filing an application for any government sponsored health care program. All patient financial services areas maintain a list of available translators for any non-English speaking patients. There are all bi-lingual associates in the patient financial services department and are available as needed to assist with non-English speaking patients.All registration staff is trained and responsible for completing an initial financial assistance screening application that is used for assessing the patient's family financial situation. The financial assistance screening application is then forwarded to a patient financial advocate who will review and assist the patient with the process.The Collection Agencies used by St. Luke's are required to follow St. Luke's policies regarding patient notification about the availability of financial assistance. Those patients who indicate an inability to pay for their services are referred back to the hospital to apply for charity care. In addition to this process, open accounts are routinely screened using computer software tools for potential charity care qualified patients. Any patient with family income less that 200% of Federal Poverty Guidelines will qualify for 100% Charity Care write-off. Part I, Line 7, Column (f): The Bad Debt expense included on Form 990, Part IX, Line 25, Column (A), but subtracted for purposes of calculating the percentage in this column is $ 15024666. Part II: St. Vincent's HealthCare has been part of Jacksonville for over 95 years. St. Luke's Hospital has been part of the system for over five years. It has welcomed the sick and vulnerable to its doors. In its Mission Statement, St. Luke's proclaims that it provides care to all, but with special attention to the poor and vulnerable. This is the emphasis it employs in its Community Building Programs. It uses multiple tools to determine community need including data collection from the Health Planning Council, Agency for Healthcare Administration, County Health Departments, The Florida Department of Health, live estimates via Thompson Reuters, inpatient and outpatient utilization rates and State Inpatient/Outpatient data allows St. Vincent's to participate in the following programs;Cash support for the Park and King Merchants Association (RAP) and the Riverside Fine Arts Association. As a regional employer St. Luke's does not neglect the neighborhoods of the City. Over the past seven years RAP has spearheaded a major rehabilitation project with street and landscaping resulting in lower vacancy and crime rates. Riverside Fine Arts has a program to take music to lower income schools throughout the community, an opportunity to hear live serious music, an opportunity the children likely would not have without the organization.Cash support for the Jacksonville Area Chamber of Commerce and the Clay County Chamber of Commerce. The Chambers objectives are to drive business in the region with emphasis on initiatives for the un/under employed in the area through their Career Academies and Youth Summer Initiatives. St. Luke's supports preparation for all members of the community for entering and remaining in the workforce. This is especially important in an area with over 10.5% unemployment.Cash support for organizations such as the Girl Scouts and Boys and Girls Club, The Bridge and Community Connections. These organizations are devoted to assisting young people into becoming educated and active members of the community. Each of these organizations works with low income at risk students; students as identified by zip codes with the lowest incomes. These are the children who are the most likely to be forgotten and drop out of school. Through their various programs they ensure that children are safe after school and in an environment that fosters learning. For instance, Community Connections provides housing for the homeless. The Bridge serves children and adolescents with holistic program in an impoverished, crime-ridden section of the city. Girl Scouts of Gateway works with adults to promote leadership development and social conscience in the girls it serves by helping the girls to discover these attributes for themselves though a comprehensive program. The Boys and Girls Clubs work with children, especially those from low income areas to realize their potential through established programs. Part III, Line 4: The provision for bad debts is based upon management's assessment of expected net collections considering economic conditions, historical experience, trends in health care coverage, and other collection indicators. Periodically throughout the year, management assesses the adequacy of the allowance for uncollectible accounts based upon historical write-off experience by payor category, including those amounts not covered by insurance. The results of this review are then used to make any modifications to the provision for bad debts to establish an appropriate allowance for uncollectible accounts. After satisfaction of amounts due from insurance and reasonable efforts to collect from the patient have been exhausted, the Health Ministry follows established guidelines for placing past-due patient balances with collection agencies, subject to the terms of certain restrictions on collection efforts as determined by Ascension Health. Accounts receivable are written off after collection efforts have been followed in accordance with the Health Ministry's policies. Part III, Line 8: Ascension Health and related health ministries follow the Catholic Health Association ("CHA") guidelines for determining community benefit. CHA community benefit reporting guidelines suggest that Medicare shortfall is not treated as community benefit. Part III, Line 9b: The organization does have a written debt collection policy and charity care policy (financial assistance). Patients without insurance are interviewed face-to-face to determine if they qualify for any third party payers or governmental programs. Patient statements contain messages requesting the patients to contact the organization should they need assistance with their debt. Patients that do not request assistance or provide the information necessary to qualify for financial assistance will follow a routine collection methodology. Part V, Section A: One Skilled Nursing Unit. Part VI, Line 2: St. Luke's Hospital has not conducted a formal Community Health Needs Assessment during the current fiscal year. It will conduct the assessment, have it approved and implemented by June 30, 2013. Currently the hospital uses the following methods to asses needs.St. Luke's Hospital (St. Luke's) uses multiple tools to determine community need; data from the Health Planning Council, Agency for Healthcare Administration, County Health Departments, The Florida Department of Health, live estimates via Thomson Reuters, Inpatient and outpatient utilization rates, and State Inpatient/Outpatient discharge data. Part VI, Line 3: St. Luke's Hospital posts information about availability of charity care in its emergency room and admissions areas. Referrals for charity care are made by Financial Specialist, Patient Accounting personnel, Social Work personnel, Collection agency personnel, physicians and community members. All patients potentially eligible for charity care status are screened by the Financial Specialist/Collection representatives for assistance through federal, state, county and other social service programs. The Financial Specialists/Collection representatives work collaboratively with other health care members to explore alternative financial resources for the patients. The Charity Care Policy is available to patients upon request and provided the patient does not qualify for any funded program. Medicaid patients upon exhaustion of benefits will automatically qualify for charity care allowance as long as they remain eligible for Medicaid.A new program began during the fiscal year called The HOPE (Hospital Outreach Eligibility Program) to improve access to healthcare. Information about the program is available, not only at St. Luke's Hospital but also in physician offices, on the website, on the medical clinic vans, and at various locations throughout the community. HOPE staff works to provide this service to the entire community, not just patients likely to use St. Luke's. Staff participates in neighborhood and community-wide enrollment fairs and health screenings in which, not only are patients who come to St. Luke's Hosital screened, but persons throughout the community are screened to determine eligibility for insurance. Programs for which HOPE staff works diligently to enroll include Medicaid, Florida KidCare, Charity programs, other state and federally funded programs including Medicare, COBRA, and HCRA. Staff also assists with applications for food stamps, utilities and discount phone service. Temporary cash is also available for qualifying applicants.Patients will be denied charity based on non-compliance with attempts to obtain insurance for eligibility coverage though other programs (i.e., Medicaid-eligible individuals who have failed to keep required appointments with their case worker). Patients should be screened prior to sending to Florida Department of Children and Family Services to determine if they qualify for Medicaid. Patients can be selected for presumptive charity care by using an electronic screening process. Information about the Charity Care Policy is included in the patient bills indicating financial assistance is available and information about contacting the hospital to seek assistance. We do not provide the criteria within the bills themselves. Any uninsured patient or patient requesting assistance is referred to a patient financial advocate to assist with resolving the bill with the hospital. This process includes assisting the patient with filing an application for any government sponsored health care program. All patient financial services areas maintain a list of available translators for any non-English speaking patients. There are all bi-lingual associates in the patient financial services department and are available as need to assist with non-English speaking patientsAll registration staff is trained and responsible for completing an initial financial assistance screening application that is used for assessing the patient's family's financial situation. The financial assistance screening application is then forwarded to a patient financial advocate who will review and assist the patient with the process. The Collection Agencies used by St. Luke's are required to follow St. Luke's policies regarding patient notification about the availability of financial assistance. Those patients who indicate an inability to pay for their services are referred back to the hospital to apply for charity care. In addition to this process, open accounts are routinely screened using computer software tools for potential charity care qualified patients. Any patient with family income less that 200% of Federal Poverty Guidelines will qualify for 100% Charity Care write-off. Part VI, Line 4: St. Luke's looks at the community it serves in two ways. On a regional level, five counties fall into the overall planning region: Duval, Clay, Nassau, Baker, and St. John's. On a more narrow level, 75% of the primary service area is reviewed by zip code, which is comprised of approximately 90,000 inpatient cases.The zip codes on which St. Luke's Hospital focuses in Duval County, Jacksonville are: 32207, 32208, 32210, 32211, 32216, 32217, 32218, 32223, 32224, 32225, 32244, 32246, 32250, 32256, 32257 and 32258; in St. John's County, Florida are: 32082 and 32259.The facilities within the area are-Baptist Medical Center, an acute care not-for-profit facility in Jacksonville with 619 beds; -Baptist Medical Center Beaches, an acute care not-for-profit facility in Jacksonville Beach with 146 beds; -Baptist Medical Center Nassau, an acute care not-for-profit facility in Fernandina Beach with 54 beds; -Baptist Medical Center South, an acute care not-for-profit facility in Jacksonville with 196 beds;-Ed Fraser Hospital, an acute care not-for-profit facility in MacClenny with 25 beds; -Flagler Hospital, an acute care not-for-profit facility in St. Augustine with 302 beds; -Kindred Hospital North Florida, an acute care for-profit facility in Green Cove Springs with 80 beds;-Mayo Clinic Jacksonville, an academic not-for-profit facility in Jacksonville with 214 beds; -Memorial Hospital Jacksonville, an acute care for-profit facility in Jacksonville with 425 beds; -Orange Park Medical Center, an acute care for-profit facility in Orange Park with 252 beds; -St. Vincent's Medical Center, an acute care not-for-profit facility in Jacksonville with 528 beds; -Shands Jacksonville Medical Center, an acute care not-for-profit facility in Jacksonville with 639 beds; -Specialty Hospital Jacksonville, an acute care for-profit facility in Jacksonville with 107 beds; -St. Luke's Hospital, an acute care not-for-profit facility in Jacksonvillewith 294 beds; -Ten Broeck Hospital, Jacksonville a psychiatric for-profit facility in Jacksonville with 99 beds; -Ten Broeck Jacksonville, Wekiva Springs an acute care for-profit facility in Jacksonville with 68 beds.Various metrics are reviewed when establishing community outreach programs. The following are examples of the data St. Luke's collects when determining regional and community needs:-St. Luke's Hospital compares county population by race against the state. SLH also compares population by race in each of the zip codes. The findings from the comparison indicate that of the 1,378,416 persons in the region the significant racial breakdowns are 66% white, 22% African American, and 6% Hispanic. The percentage of non-English speaking populations in the 2000 census in the region was 0.1%-St. Luke's compares the Jacksonville Metropolitan Statistical Area (MSA) in average household income against the federal poverty percentage finding that in the five county area household incomes ranged from almost $90,000 in St. John's County to $54,000 in Baker County. The percentage of persons below the Federal Poverty Rate ranged from a low of 7.9% in St. John's County to a high of 15.3% in Baker County. The Florida average was 13.3%Florida CHARTS tables which are provided by the Florida Department of Health, Office of Planning, Evaluation and Data Analysis are utilized to determine Behavioral Risk Factors and Chronic (BRFSS) disease prevalence in the region. By reviewing FL CHARTS, County Profiles and BRFSS data, along with internal volume and financial data, St. Luke's is able to determine areas of need and chronic disease prevalence in relation to behavioral risk factors. The analysis below is an example of the data often compiled from the resources mentioned above. Analysis for Baker County:Baker County demonstrates the least favorable situation with comparison to the other counties in the state with regards to the following diseases: CAD (deaths), stroke (deaths and hospitalizations), lung cancer (death and smoking rate), prostate cancer (death), skin cancer (death) and diabetes (death, hospitalization and percentage of adults with diabetes). This county has the least favorable situation in comparison to all counties on the following measures in the Behavioral Risk Factors (BRFSS) Data: percentage of adults who meet vigorous physical activity recommendations, percentage of adults who engage in no leisure-time physical activity, percentage of adults who eat at least 5 servings of fruits and vegetables a day, and the percentage of adults who are obese.Analysis of Duval County:Duval County demonstrates the least favorable situation in comparison to the other counties in the state with regards to the following diseases: stroke (death and hospitalizations), heart failure (hospitalizations from congestive heart failure), breast and prostate cancers (deaths), cervical cancer (percentage of women 18 years of age and older who received a pap test in the past year), CLRD (asthma hospitalizations), and diabetes (death, hospitalization and amputation). On the Behavioral Risk Factors (BRFSS) Data Duval has one measure in the least favorable situation which is the percentage of adults who meet moderate physical activity recommendations.Uninsured population in the region: Analysis Health Care Safety Net for Uninsured Persons:All county service areas except for Nassau County rank in the first quartile which is the most favorable. However, this data is from 2007 may be inaccurate due to the economic downturn. It is anticipated that population with health insurance has declined. The parent company's, St. Vincent's HealthCare (SVHC), website provides information and phone numbers for patients whose incomes are 200% below the federal poverty level. Financial counselors are available to decide whether a patient qualifies for charity care. Patients who do not have insurance are eligible for discounts on their bill when they agree to a payment plan; this service is also provided by the financial counselors. The SVHC website contains a wealth of information on services which SVHC provides to the less fortunate. The Seton Center for Women and Infants' Health was established to ensure that as many poor expectant mothers as is possible get proper prenatal care. However, the Center cares for mothers and babies of all incomes. The Center provides information to expectant parents on childbirth and new infant care giving. It also offers infant health screening which includes a full assessment and examination of the baby and examination of the mother.-Volunteers are part of the assistance given to the people of that county. Part VI, Line 6: St. Luke's Hospital is the oldest private hospital in the state of Florida. During its 138 years of operation the facility has been in five locations and has been its current locale since the mid-1980s. St. Luke's joined St. Vincent's HealthCare in 2008. Like its other St. Vincent's HealthCare sibling St. Vincent's Medical Center, St. Luke's welcomes the sick and vulnerable to its doors. In its Mission Statement, St. Luke's proclaims that it provides care to all, but with special attention to the poor and vulnerable. This is the emphasis St. Luke's uses in its community benefit programs.St. Luke's has a medical staff open to all qualified physicians in the Jacksonville area. The majority of the dedicated members of the Board of Directors of parent organization, St. Vincent's HealthCare, are persons who live and work in the Jacksonville area and who, by virtue of their continuous service to the community, are acutely aware of the social and health needs of the Northeast Florida region. These individuals along with the members of the medical staff are committed to the Mission Statement and its call to provide healthcare for all who come to its doors.The website is an encyclopedia with wellness tools for the community to gain information to live a healthier life style. St. Luke's promotes regular radio programming presented by healthcare professionals promoting prevention and wellness. St. Luke's Hospital is mindful of its call to be a steward of the community, St. Luke's provided over $123,000 in space to community organizations meeting care of the poor, community benefit or community building criteria including, but not limited to Alcoholics Anonymous, Breastfeeding Support, Overeaters Anonymous, Allergy Support Group, Citizens Planning Group.Through cash contributions St. Luke's Hospital has supported the Medical Clinic of the Sulzbacher Homeless Center; Emergency Pregnancy Services; Catholic Charities; summer camp for special children for the Diocese of St. Augustine; ICARE, a social justice advocacy collaboration of area clergy;, Northeast Florida Health Planning Council; the American Cancer Society;, the Cancer Society; Duval County Health Department (space for an FQHC); The Way Free Medical Clinic in Green Cove Springs, FL; the Florida Bioethics Network; Brooks College of Health at the University of North Florida and many other organizations whose mission is compatible with St. Luke's Hospital. Part VI, Line 7: Organizational Structure:St. Luke's Hospital (the Hospital) is a wholly owned subsidiary of St. Vincent's Health System, Inc. (SVHS), which is a member of Ascension Health. Ascension Health is a Catholic, national health system consisting primarily of nonprofit corporations that own and operate local health care facilities, or Health Ministries, located in 20 of the United States and the District of Columbia. Ascension Health is sponsored by the Northeast, Southeast, East Central, and West Central Provinces of the Daughters of Charity of St. Vincent de Paul, the Congregation of St. Joseph, and the Sisters of St. Joseph of Carondelet (CSJ). The Hospital, located in Jacksonville, Florida, is a nonprofit acute care hospital. The Hospital provides inpatient, outpatient, and emergency care services for the residents of northeast Florida and southeast Georgia. Admitting physicians are primarily practitioners in the local area. The Hospital is related to Ascension Health's other sponsored organizations through common control. Substantially all expenses of Ascension Health and its sponsored organizations are related to providing health care services.Mission:Ascension Health directs its governance and management activities toward strong, vibrant, Catholic Health Ministries united in service and healing and dedicates its resources to spiritually centered care which sustains and improves the health of the individuals and communities it serves. In accordance with Ascension Health's mission of service to those persons living in poverty and other vulnerable persons, each Health Ministry accepts patients regardless of their ability to pay. Ascension Health uses four categories to identify the resources utilized for the care of persons living in poverty and community benefit programs:-Traditional charity care includes the cost of services provided to persons who cannot afford health care because of inadequate resources and/or who are uninsured or underinsured.-Unpaid cost of public programs, excluding Medicare, represents the unpaid cost of services provided to persons covered by public programs for persons living in poverty and other vulnerable persons. -Cost of other programs for persons living in poverty and other vulnerable persons includes unreimbursed costs of programs intentionally designed to serve the persons living in poverty and other vulnerable persons of the community, including substance abusers, the homeless, victims of child abuse, and persons with acquired immune deficiency syndrome.-Community benefit consists of the unreimbursed costs of community benefit programs and services for the general community, not solely for the persons living in poverty, including health promotion and education, health clinics and screenings, and medical research.Discounts are provided to all uninsured patients, including those with the means to pay. Discounts provided to those patients who did not qualify for assistance under charity care guidelines are not included in the cost of providing care of persons who are poor and community benefit programs. The cost of providing care of persons living in poverty and community benefit programs is estimated using internal cost data and is calculated in compliance with guidelines established by both the Catholic Health Association (CHA) and the Internal Revenue Service (IRS).Additional affiliates and members of the St. Vincent's Health System include: St. Vincent's Medical Center, Inc., St. Catherine's Laboure Manor, Inc., St. Vincent's Ambulatory Care, Inc., First Coast Primary Care, Inc., Consolidated Pharmacy Services, Inc. and St. Vincent's Foundation, Inc. 1 1 0 0 0 0 0 0 0 Moody Chisholm 0 454606 0 309579 0 787 0 25325 0 11576 0 801873 0 0 Alfred Mansfield end 311 0 153193 0 0 0 4603 0 12572 0 8899 0 179267 0 0 Lorraine M Keith 50135 69060 6500 6500 778 758 10330 15495 0 1080 67743 92893 0 0 Laurie S Teppert 0 251539 0 0 0 11949 0 29975 0 14556 0 308019 0 0 Janice G Lipsky 0 191266 0 0 0 12124 0 49295 0 12099 0 264784 0 0 Gene K Miyamoto 0 343309 0 0 0 22753 0 34250 0 15882 0 416194 0 0 Phil C Perry 0 318400 0 0 0 12712 0 36475 0 16862 0 384449 0 0 Karen F Darnell 0 196797 0 0 0 7118 0 34968 0 12288 0 251171 0 0 Randall W Hartley end 411 195825 0 0 0 12454 0 36091 0 1901 0 246271 0 0 0 Dale E Younkman 129717 0 8944 0 111 0 14339 0 11823 0 164934 0 0 0 Donald Fisher 146191 0 0 0 209 0 3691 0 3706 0 153797 0 0 0 Charles J Griffey 115392 0 6618 0 146 0 22961 0 9440 0 154557 0 0 0 Scott A Whalen end 709 0 0 0 444051 0 5504 0 0 0 0 0 449555 0 0 John J Maher 0 173295 0 0 0 0 0 0 0 4236 0 177531 0 0 Daniel R Curran 0 67966 0 0 0 279619 0 0 0 0 0 347585 0 0 Supplemental Information Part III Part I, Line 3: St. Vincent's Health System, Inc., a related organization of St. Luke's-St. Vincent's Healthcare, uses the following to establish the compensation of the organization's CEO: - Compensation Committee, - Independent Compensation Consultant, - Written Employment Contract, - Compensation Survey or Study, and - Approval by the Board or Compensation Committee Supplemental Information Part III Part I, Line 4a: Severance Payments: John J. Maher - $173,295 Daniel C. Curran - $279,619 Part I, Line 4b: Eligible executives participate in a program that provides for supplemental retirement benefits. The payment of benefits under the program, if any, is entirely dependent upon the facts and circumstances under which the executive terminates employment with the organization. Benefits under the program are unfunded and non-vested. Due to the substantial risk of forfeiture provision, there is no guarantee that these executives will ever receive any benefit under the program. Any amount ultimately paid under the program to the executives is reported as compensation on Form 990 Schedule J, Part II, Column B in the year paid. Neither contributions to nor distributions from the supplemental nonqualified retirement plan were made in the current year. Supplemental Information Part III Part II: Brain T. Regan, Interim CFO, was paid by an unrelated organization for his services to St. Vincent's Health System, Inc. as the Interim CFO. The compensation was paid to Brian T. Regan by Brian T. Regan Consulting. Brian T. Regan Consulting received total payments from St. Vincent's Health System, Inc. of $185,063 for FY2011. Form 990, Part VI, Section A, line 6 St. Luke's-St. Vincent's Healthcare has a single corporate member, St. Vincent's Health System, Inc. Form 990, Part VI, Section A, line 7a St. Luke's-St. Vincent's Healthcare has a single corporate member, St. Vincent's Health System, Inc., who has the ability to elect members to the governing body of St. Luke's-St. Vincent's Healthcare. Form 990, Part VI, Section A, line 7b All decisions that have a material impact to St. Luke's-St. Vincent's Healthcare financial information or corporation as a whole are subject to approval by its sole corporate member, St. Vincent's Health System, Inc. Form 990, Part VI, Section B, line 11 Management, including certain officers, works diligently to complete the Form 990 and attached schedules in a thorough manner. Management presents the Form to the Board, or a designated committee, to review. Prior to filing the return, all Board Members are provided the Form 990 and management team members are available to answer any Board Members questions. Form 990, Part VI, Section B, line 12c Officers, directors or trustees, and key employees are required to complete a Conflict of Interest Attestation Statement at the time of hiring or when their service begins. Annually, the Corporate Responsibility Officer sends the Conflict of Interest Policy and Attestation Statement to all officers, directors or trustees, and key employees for completion and return within two weeks. Three separate mailings are sent out with two week deadlines to receive a maximum response. The responses from the returned Attestation Statement are organized in a spreadsheet and are carefully reviewed by the Corporate Responsibility Officer, the Chief Legal Officer, and the Chief Executive Officer. A full report is presented to the Audit Committee and any potential conflicts of interest are handled by the committee in an appropriate manner. Form 990, Part VI, Section B, line 15 In determining the compensation of the organization's CEO, the process, perfomed by St. Vincent's Health System, Inc. (a related organization who paid the CEO), included a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision. The Compensation Committee reviewed and approved the compensation. In the review of the compensation, the CEO was compared to individuals at hospitals in the area who hold the same title. During the review and approval of the compensation, documentation of the decision was recorded in the board minutes. The individual was not present when his compensation was decided. In determining the compensation of other officers or key employees of the organization, the process, performed by St. Vincent's Health System, Inc. (a related organization who paid the other officers or key employees), included a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision. The Compensation Committee reviewed and approved the compensation. In the review of the compensation, the other officers or key employees were compared to individuals at other hospitals in the area who hold the same title. During the review and approval of the compensation, documentation of the decision was recorded in the board minutes. Form 990, Part VI, Section C, line 19 The organization will provide any documents open to public inspection upon request. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Change in Interest in Net Assets Related Foundation 527,098. Transfers from Sponsor and Other Affiliates, Net 20,481,774. Other -695. Total to Form 990, Part XI, Line 5: 21,008,177. Community Benefit Report: Form 990, Part III, Line 4a: This report illustrates the significant degree to which St. Luke's - St. Vincent's HealthCare, (St. Luke's Hospital) Center contributes to the positive health status of the residents of Jacksonville, Florida and surrounding communities. As a member of Ascension Health, the nation's largest Catholic healthcare system, St. Luke's Hospital continues to build and strengthen sustainable collaborative efforts that benefit the health of individuals, families, and society as a whole. The goal of St. Luke's Hospital is to perpetuate the healing mission of the church. St. Luke's Hospital furthers this goal through delivery of patient services, care to the elderly and indigent, patient education and health awareness programs for the community. Our concern for all human life and dignity of each person leads the organization to provide medical services to all people in the community without regard to the patient's race, creed, national origin, economic status, or ability to pay. In order to portray the full breadth of our contribution, our community benefit information is described below: Organizational Commitment to Providing Community Benefit St. Luke's Hospital is a 313 bed nonprofit acute care hospital. The Hospital provides health care services for the residents of Northeast Florida and Southeast Georgia. St. Luke's seeks to improve the physical, mental, social and spiritual health status of its surrounding community. In addition to providing health care services to all individuals who require medical attention, St. Luke's has developed the programs to help achieve its mission. "Expanding Awareness, Education, and Health Promotion" St. Luke's Hospital believes that quality of health is an advocacy issue that affects the entire community, not just its individual members. St. Luke's believes that it is essential to educate people regarding the types of behavior that improve their chances of living a healthy life. St. Luke's has invested significantly in unique, top quality health education and materials that the Ministry has provided to the community. Community Building In its Community Building activities St. Luke's reaches out to the community to improve the lives of its residents. St. Luke's encourages community groups with missions similar to its to to meet on its campus. Through its memberships in the Jacksonville Area and Clay County Chambers of Commerce St. Luke's works to bring about positive change in the lives of area residents though economic development. The greater Jacksonville area has been especially hard hit by the economic downturn with an unemployment rate hovering over ten percent. The chambers work to recruit new business and retain existing businesses. The chambers also provide training opportunities though the Career Academies and Youth Summer Initiatives. St. Luke's supports the Tipping the Scale Mentoring program in which high school age students come to campus on alternate weeks to meet with an associate who serves a mentor to the student to encourage staying in school, receiving high school diploma and seeking training beyond the diploma either through college or vocational training opportunities. St. Luke's is a supporter of the social justice advocacy organization ICARE. One of ICARE's major advocacy items is creating "Baby Friendly Hospitals." in which new moms are given necessary support to breast feed their infants. Good Samaritan Fund: The St. Vincent's Auxiliary began the Good Samaritan Fund in 1959 to help those less fortunate by providing financial assistance for medical needs post acute care. It has been expanded to St. Luke's Hospital. Many of the patients at St. Luke's Hospital need help with getting prescription medications, purchasing medical equipment and supplies, and paying for home health services, just to mention a few. The Good Samaritan Fund assists St. Luke's patients with these expenses when there are no community resources available. St. Luke's Hospital has developed the following Programs of Excellence: Bariatric Surgery Program: St. Luke's Hospital is committed to maintaining the highest standards of excellence in caring for the bariatric patient population. St. Luke's has a dedicated, responsive, multi-disciplinary care program which is being evaluated by the Surgical Review Corporation for Bariatric Center of Excellence status. St. Luke's Hospital was among the first nationally to offer the Realize Adjustable Gastric Band-C, the newest generation of the device that is surgically implanted around the stomach to help people with morbid obesity lose weight and improve or resolve obesity-related health conditions including type 2 diabetes, sleep apnea and high cholesterol. St. Luke's has since expanded its Bariatric Surgical Program to also include Laparoscopic Vertical Sleeve Gastrectomy and Laparoscopic Roux-en-Y Gastric Bypass. To date, St. Luke's has performed over 345 successful Bariatric Surgical Procedures. St. Luke's Family Birth Place: St. Luke's is committed to improving healthcare services for women in the Northeast Florida community. This year The Family Birth Place was the only facility in the region to received a five star rating for quality from HealthGrades. In addition to inpatient maternity services and a level II NICU, services provided include childbirth education, inpatient and outpatient lactation support by Internationally Board Certified Lactation Consultants, and outpatient follow up for newborns who need lab work or weight checks. Outpatient services are provided regardless of ability to pay. Digital Mammography: As a leader in women's healthcare, St. Luke's Breast Health Services strive to empower women and make the screening and diagnosis process as easy as possible. As experts in caring for women, St. Luke's understands how to make women feel more comfortable and at ease when visiting its facility. The staff and physicians are friendly, helpful, and committed caring for women. St. Luke's Breast Health Services offer a comprehensive array of services including screening and diagnostic digital mammography, dedicated breast ultrasound, MRI breast, cyst aspiration, minimally invasive biopsy procedures using mammography and ultrasound guidance, and wire localization prior to open surgical biopsy. St. Luke's also offer osteoporosis screening, making it possible to schedule a bone density exam along with a mammogram. Recent statistics show that one in eight women will face breast cancer at some point in her lifetime and that the risk for getting breast cancer increases with age. However, breast cancer is 95 percent curable if detected early. The best defense in the fight against breast cancer is early detection through screening mammography, breast self-exams, and clinical breast exams by a physician. Mammograms play a central part in the early detection of breast cancer because they can detect changes in the breast that may be early signs of cancer, but are too small or subtle to be felt. The use of digital mammography has greatly enhanced the ability to detect breast cancers at earlier stages. Based upon the American Cancer Society Guidelines: - Yearly mammograms are recommended starting at age 40 and continuing for as long as a woman is in good health. - Woman at high risk (greater than 20 percent lifetime risk) should get an MRI and mammogram every year. Replacement procedures at St. Vincent's also facilitate clinical research. Through the Heekin Orthopedic Research Institute, a number of clinical studies are underway at St. Vincent's investigating the benefits for patients of newer procedures and implants. The results of these studies have been presented at national and international meetings, setting St. Vincent's apart as a leader and innovator in the field of total joint replacement surgery in this country. In fact, the St. Vincent's Orthopedic Center of Excellence is being considered for national recognition by the Joint Commission for the Accreditation of Hospitals as the only Total Joint Center of Excellence in the region. Unreimbursed Services Provided to the Elderly and the Poor In the spirit of principles adopted by Ascension Health, St. Luke's Hospital has taken proactive steps to address those issues that will affect accessibility, the financing, and the delivery of healthcare to all persons, especially the uninsured and the underserved. During the year ended June 30, 2011 the estimated unreimbursed cost of services provided to the elderly, uninsured, and underserved totaled $9,292,000. St. Luke's Hospital provides a substantial portion of its services to the elderly and poor. During the year ended June 30, 2011, approximately 45% of the value of services rendered were to elderly patients under the Medicare program, and approximately 6.1% of the services were provided to patients who were deemed indigent under state, county, or St. Luke's Hospital guidelines. In accordance with the philosophy, mission and core values of St. Luke's Hospital, health care services are provided to the poor and those who lack financial resources to obtain health services. Medicaid patients, upon exhaustion of benefits, qualify for charity care. Other patients are evaluated by financial specialists for eligibility. Confidentiality of information and the dignity of the individual are maintained. Physicians, social workers, and staff refer patients. Operations and governance St. Luke's Hospital: - operates an emergency room that is open to all persons regardless of ability to pay; - has an open medical staff with privileges available to all qualified physicians in the area; - has a governing body in which independent persons representative of the community comprise a majority; - engages in medical or scientific research programs; - engages in the training and education of health care professionals; and - participates in Medicaid, Medicare, CHAMPUS, Tricare, and/or other government-sponsored health care programs. Patient Services St. Luke's Hospital provided 45,000 days of acute inpatient care and 2,600 days of newborn care. 27,000 patients received emergency room treatments. There were 690 catheterizations/interventions provided by the Cardiac program of the Hospital. Some services provided at the Hospital operate at a loss in order to ensure that all services are available to meet community health care needs. These include labor and delivery and emergency medicine. Financial Information The financial information presented below was prepared in accordance with the Catholic Health association's (CHA) community reporting guidelines. These guidelines recommend the following: - Report care of the poor at cost, not charges. - Do not include bad debt, contractual allowances, and quick pay discounts as part of care of the poor expense. - Do not count Medicare shortfall as a community benefit. - Report the net expense for community benefit service, i.e., the total community benefit expense minus any associated revenue from patients, payers, and other external sources. The CHA reporting guidelines reflect a conservative approach to reporting quantifiable community benefit. The goal of the reporting guidelines is to produce community benefit financial reports that reflect true costs and that describe community benefit activities that increase access to health care and improve community health. 1. Care of the poor, at cost - $5,326,000 2. Unpaid cost of public programs for the poor - $3,966,000 3. Other programs for the poor - $72,000 4. Community benefit programs - $52,000 Not included above are Community Building Expenses in the amount of $28,496 Summary St. Luke's Hospital furthers its charitable purposes by providing a broad array of services to meet the healthcare needs of patients and organizations in the community. We provide essential medical services to the community, train and recruit healthcare professionals to serve the needs of the broader community, provide appropriate charity services to those patients who are not able to pay for their own healthcare needs, provide services to other organizations that allow them to provide quality services to their patients or constituents, and present education information classes and activities to the community in order to improve its overall health status. St. Vincent's Healthcare, the parent of St. Luke's Hospital, supports the community through its participation in various programs that serve the poor, the homeless, the handicapped, the afflicted, and others in need of special care. Many employees of the Health Ministry give of their time, talent, and treasure to support these programs. St. Vincent's Healthcare is recognized as a community leader for its support of activities that align with its mission to serve the sick and poor. The Health Ministry is proud to have St. Luke's Hospital as part of its family to continue the work of the Daughters of Charity begun a century ago in Jacksonville, Florida. Explanation of Hours for Officers and Key Employees: Form 990, Part VII, Section A: Officers and key employees of St. Luke's-St. Vincent's Healthcare provide services to St. Vincent's Health System, Inc. and its subsidiaries. Hours worked are not tracked on an entity by entity basis. Therefore, all officers' and key employees' hours (as noted with reference to Schedule O) reported on Form 990, Part VII, Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors represent aggregate hours worked per week for all entities. 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