MEMORIAL HOSPITAL OF SOUTH BEND: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: MEMORIAL HOSPITAL OF SOUTH BEND (EIN 35-0868132)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-11-14
IRS object ID: 201213199349306161
Schema version: 2011v1.3
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	2012-11-14T16:17:49-06:00	Timestamp
Tax Period End Date	2011-12-31	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	2011-01-01	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
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	2012-11-14	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Phone	3176817000	Phone

Field	Value	IRS element (for citing)
Tax Year	2011	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	490558303	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	17	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	13	NbrIndependentVotingMembers
Total Nbr Employees	3338	TotalNbrEmployees
Total Nbr Volunteers	625	TotalNbrVolunteers
Total Gross UBI	8865	TotalGrossUBI
Contributions Grants Prior Year	5006001	ContributionsGrantsPriorYear
Contributions Grants Current Year	2067550	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	372173020	ProgramServiceRevenuePriorYear
Program Service Revenue CY	403545986	ProgramServiceRevenueCY
Investment Income Prior Year	4909387	InvestmentIncomePriorYear
Investment Income Current Year	6436272	InvestmentIncomeCurrentYear
Other Revenue Prior Year	12921446	OtherRevenuePriorYear
Other Revenue Current Year	26871373	OtherRevenueCurrentYear
Total Revenue Prior Year	395009854	TotalRevenuePriorYear
Total Revenue Current Year	438921181	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	1222556	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	1040579	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	148393083	SalariesEtcPriorYear
Salaries Etc Current Year	149522222	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	210491302	OtherExpensePriorYear
Other Expenses Current Year	222451606	OtherExpensesCurrentYear
Total Expenses Prior Year	360106941	TotalExpensesPriorYear
Total Expenses Current Year	373014407	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	34902913	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	65906774	RevenuesLessExpensesCY
Total Assets BOY	638068406	TotalAssetsBOY
Total Assets EOY	676052791	TotalAssetsEOY
Total Liabilities BOY	219938003	TotalLiabilitiesBOY
Total Liabilities EOY	228701300	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	418130403	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	447351491	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	66131246	Expense
Revenue	161423032	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 2011 Statistics for this service unit include: - 483,110 Inpatient procedures - 292,322 Outpatient procedures - 1,308 Inpatient Caths - 1,682 Outpatient Caths - 294,812 Outpatient visits - 567,644 Meals	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	54935002	Expense
Revenue	86936946	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 2011 Statistics for this service unit include: - 86,322 Patient Days - 19,086 Inpatient ER visits - 93,544 Outpatient ER visits - 2,916 Births - 5,908 Observation stays - 242 Medical flights - 817 Full time equivalent employees	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	45375659	Expense
Revenue	109839351	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 2011 Statistics for this service unit include: - 4,804 Inpatient procedures - 366 Open Heart procedures - 10,353 Outpatient procedures	Description

Field	Value	IRS element (for citing)
Total Of Other Program Service Exp	128737107	TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt	1040579	TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev	52430851	TotalOfOtherProgramServiceRev
Total Program Service Expense	295179014	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	false	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	true	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
Info In Schedule O Part V	X	InfoInScheduleOPartV
Number Forms Transmitted With1096	363	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	3338	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	17	NbrVotingGoverningBodyMembers
Number Independent Voting Members	13	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	true	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 (31 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	Highest Compensated EmployeeHighestCompensatedEmployee
Charles Miller
Secretary	2.0	X	X	2073	0	0
Etta Nevel MD
Trustee	2.0	X		1277	0	0
Robert Yount MD
Trustee; Employed Physician	2.0	X		0	1020433	24501
Keith Sherry MD
Trustee and medical director	20.0	X		156601	0	23894
Faye Magneson MD
Trustee thru APR 11	2.0	X		2073	0	0
James Schwartz Sr
Trustee	2.0	X		0	0	0
Gerard Duprat MD
Trustee	2.0	X		3990	0	0
Thomas Cassady Jr
Chair	2.0	X	X	5595	0	0
Jesse Hseih MD
Trustee	2.0	X		4460	0	0
Maurice Hurwich MD
Trustee and medical director	4.0	X		33801	0	0
M Rose Meissner
Vice Chair	2.0	X	X	0	0	0
Margaret King
Trustee thru Mar 11	2.0	X		0	0	0
Thomas Burish PhD
Trustee	2.0	X		0	0	0
Thomas Hauch MD
Trustee thru Mar 11	2.0	X		0	0	0
Maria Slager
Trustee	2.0	X		0	0	0
Perry Watson III
Treasurer	2.0	X	X	0	0	0
Steven Cramer PhD
Trustee	2.0	X		0	0	0
Melvin Hall
Trustee Thru MAR 11	2.0	X		0	0	0
Delores Wilmoski
Trustee	2.0	X		0	0	0
Peter Baranay
Trustee	2.0	X		0	0	0
Carlton Lyons MD
Trustee	2.0	X		0	0	0
Philip Newbold
CEO/President	2.0		X	0	1675637	42358
George Soper
Asst. Secretary thru Mar 11	2.0		X	0	143060	15980
Jeffrey Costello
Asst. Treasurer/CFO	2.0		X	0	608049	32936
Kreg Gruber
COO	40.0		X	603145	0	35965
Cheryl Wibbens-Lesh MD
Asst. Secr./VP	40.0		X	298846	0	31337
Robert Riley MD
Physician	40.0			216416	0	26088	X
Scott Thomas MD
Medical Director	40.0			247313	0	9977	X
Thomas Sutula MD
Physician	40.0			220508	0	32903	X
Mark Lavallee
Physician	40.0			208104	0	28025	X
Dale Patterson
Physician	40.0			223814	0	22977	X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	2228016	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	3447179	TotalReportableCompFrmRltdOrgs
Total Other Compensation	326941	TotalOtherCompensation
Number Individuals GT100 K	68	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 EMERGENCY PHYSICIANS
615 N Michigan	SOUTH BEND	IN	46601	Physician services	6827829
SOUTH BEND MEDICAL FOUNDATION
530 N Lafayette Blvd	SOUTH BEND	IN	46601	Lab services	5960212
INDIANA BLOOD CENTER
3450 N Meridian Street	INDIANAPOLIS	IN	46208	Blood Processing Svc	2994815
WOODCOX BLDG CONTRACTORS
51175 PRESCOTT AVE	SOUTH BEND	IN	46637	CONSTRUCTION MANAGER	2552703
GIBSON-LEWIS LLC
1001 WEST 11TH STREET	MISHAWAKA	IN	46601	General Contractor	2304427

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	87	NumberOfContractorsGT100K
Related Organizations	647887	RelatedOrganizations
Government Grants	1419663	GovernmentGrants
Noncash Contributions	8600	NoncashContributions
Total Contributions	2067550	TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
NET PATIENT REVENUE	621110	401863103	401863103
RENTAL REVENUE	532000	1501508	1501508
MEDICAL EDUCATION	611710	35054	35054
CASH DISCOUNTS	561499	68399	68399
AMBULANCE SUPPLY	621910	77922	77922

Field	Value	IRS element (for citing)
Total Program Service Revenue	403545986	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	5347564	TotalRevenueColumn

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	79230	Real

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	79230	Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	79230	TotalRevenueColumn
Exclusion	$79,230	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	52549691	Securities
Other	176139	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	51528919	Securities
Other	108203	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	1020772	Securities
Other	67936	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	1088708	TotalRevenueColumn
Exclusion	$1,088,708	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	ExclusionExclusionAmount	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
GAIN ON ACQUSITION	561499	16409996	$16,409,996
ATHLETIC CLUB	713940	1744624	$1,744,624
MRI (JOINT VENTURE) INCOME	561499	1454128		1454128

Miscellaneous Revenue MiscellaneousRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	7183395	TotalRevenueColumn
Related Or Exempt Function Income	5630065	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	8865	UnrelatedBusinessRevenue
Exclusion	$1,544,465	ExclusionAmount

Field	Value	IRS element (for citing)
Total Other Revenue	26792143	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	438921181	TotalRevenueColumn
Related Or Exempt Function Income	410630179	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	8865	UnrelatedBusinessRevenue
Exclusion	$20,867,023	ExclusionAmount

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	X	InfoInScheduleOPartIX

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	1040579	Total
Program Services	1040579	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	1183589	Total
Management And General	1183589	ManagementAndGeneral

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	30317	Total
Program Services	30317	ProgramServices

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	116755148	Total
Program Services	90018219	ProgramServices
Management And General	26736929	ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	4643049	Total
Program Services	3579791	ProgramServices
Management And General	1063258	ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	18513389	Total
Program Services	14273823	ProgramServices
Management And General	4239566	ManagementAndGeneral

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	8396730	Total
Program Services	6473879	ProgramServices
Management And General	1922851	ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	341231	Total
Management And General	341231	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	233159	Total
Management And General	233159	ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	14954	Total
Program Services	11530	ProgramServices
Management And General	3424	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	1109128	Total
Management And General	1109128	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	41223443	Total
Program Services	31783275	ProgramServices
Management And General	9440168	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	54444	Total
Program Services	41976	ProgramServices
Management And General	12468	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	6320301	Total
Program Services	4872952	ProgramServices
Management And General	1447349	ManagementAndGeneral

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	49179	Total
Program Services	37917	ProgramServices
Management And General	11262	ManagementAndGeneral

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	6057554	Total
Program Services	4670374	ProgramServices
Management And General	1387180	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	733981	Total
Program Services	565899	ProgramServices
Management And General	168082	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	170486	Total
Program Services	131445	ProgramServices
Management And General	39041	ManagementAndGeneral

Interest Interest

Field	Value	IRS element (for citing)
Total	4008747	Total
Program Services	3090744	ProgramServices
Management And General	918003	ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	0	Total

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	22995849	Total
Program Services	17729800	ProgramServices
Management And General	5266049	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	1841240	Total
Program Services	1419596	ProgramServices
Management And General	421644	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
MEDICAL SUPPLIES	68369537	52712913	15656624
CORPORATE FEE	23252099	17927368	5324731
UNCOLLECTIBLE ACCOUNTS	41703970	41703970	0
DUES & SUBSCRIPTIONS	1031362	795180	236182

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	2940942	Total
Program Services	2267467	ProgramServices
Management And General	673475	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	373014407	Total
Program Services	295179014	ProgramServices
Management And General	77835393	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	19325	BOY
EOY	19525	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	50012044	BOY
EOY	53275792	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	539700	BOY
EOY	383473	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	61880211	BOY
EOY	63452162	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	12376	BOY
EOY	0	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	13706162	BOY
EOY	12855237	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	1083100	BOY
EOY	972016	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	582683390	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	282537029	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	279912299	BOY
EOY	300146361	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	123873292	BOY
EOY	125744343	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	99517740	BOY
EOY	103904579	EOY

Investments Program Related InvestmentsProgramRelated

Field	Value	IRS element (for citing)
BOY	765284	BOY
EOY	636912	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	5575399	BOY
EOY	13490917	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	638068406	BOY
EOY	676052791	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	34064199	BOY
EOY	39971562	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	14027	BOY
EOY	17765	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	138791700	BOY
EOY	135263364	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	1780830	BOY
EOY	1593583	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	45287247	BOY
EOY	51855026	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	219938003	BOY
EOY	228701300	EOY

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

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	414391549	BOY
EOY	442868269	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	3738854	BOY
EOY	4483222	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	418130403	BOY
EOY	447351491	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	638068406	BOY
EOY	676052791	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	65906774	ReconcilationRevenueExpenses
Reconcilation Other Changes	-36685686	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
Audit Committee	true	AuditCommittee
Financial Statement Both	X	FinancialStatementBoth
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	$14,954	OtherActivitiesAmount
Total Lobbying Expenditures IIB	14954	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) - 20% AASM (AMERICAN ACADEMY OF SLEEP MEDICINE) - 1% ACADEMY OF NUTRITION AND DIETETICS - 15% AMA (AMERICAN MEDICAL ASSOCIATION) - %60 AORN (ASSOCIATION OF PERIOPERATIVE REGISTERED NURSES) - FLAT AMOUNT $19.90 AOTA (AMERICAN OCCUPATION THERAPY ASSOCIATION) - 13% APTA (AMERICAN PHYSICAL THERAPY ASSOCIATION) - 22% ASA (AMERICAN SOCIETY OF ANESTHESIOLOGISTS) - 20% CHAMBER OF COMMERCE OF SAINT JOSEPH COUNTY - 5% DIETARY MANAGERS ASSOCIATION - 5% INDIANA HOSPITAL ASSOCIATION - 5.29% INDIANA PSYCHOLOGICAL ASSOCIATION - 40% INFUSION NURSES SOCIETY - 1% IONE (INDIANA HOSPITAL AND HEALTH ASSOCIATION) - 5.29% ISMA (INDIANA STATE MEDICAL ASSOCIATION) - 24% SOCIETY OF TEACHERS OF FAMILY MEDICINE - 10% SOCIETY OF NUCLEAR MEDICINE - 2% TRAUMA CENTER ASSOCIATION OF AMERICA - 29%	Explanation

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amts		ArtPublicExhibitionAmts
Held Works Of Art Amts		HeldWorksOfArtAmts
Current Year Minus3 Years		CurrentYearMinus3Years

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	20604861	OtherCostOrOtherBasis
Book Value	20604861	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	333197772	OtherCostOrOtherBasis
Depreciation	107453920	Depreciation
Book Value	225743852	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	722092	OtherCostOrOtherBasis
Depreciation	704719	Depreciation
Book Value	17373	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	216374540	OtherCostOrOtherBasis
Depreciation	171550424	Depreciation
Book Value	44824116	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	11784125	OtherCostOrOtherBasis
Depreciation	2827966	Depreciation
Book Value	8956159	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	300146361	TotalOfBookValueLandBuildings
Financial Derivatives		FinancialDerivatives
Closely Held Equity Interests		CloselyHeldEquityInterests
Total Of Book Value Securities	0	TotalOfBookValueSecurities
Federal Income Tax Liability	0	FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (5 entries)

DescriptionDescription	AmountAmount
ASSET RETIREMENT OBLIGATION	$4,321,024
INTEREST RATE SWAP	$42,184,088
CAPITAL LEASE PAYABLE	$805,644
DUE TO AFFILIATES	$527,627
IBNR	$4,016,643

Field	Value	IRS element (for citing)
Total Of Amounts	51855026	TotalOfAmounts
Total Revenue	438921181	TotalRevenue
Total Expenses	373014407	TotalExpenses
Excess Or Deficit For Year	65906774	ExcessOrDeficitForYear
Net Unrealized GL On Investments	-5293966	NetUnrealizedGLOnInvestments
Other	-$31,391,720	OtherAmount
Total Adjustments	-36685686	TotalAdjustments
Excess Or Deficit Per FS	29221088	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	427882700	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	-5293966	NetUnrealizedGainsInvestments
Other Revenues	-5744515	OtherRevenues
Revenue Not Rptd F990	-11038481	RevenueNotRptdF990
Revenue Subtotal	438921181	RevenueSubtotal
Total Revenue Per Form990	438921181	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	373014407	TotExpensesEtcAuditedFinclStmt
Expenses Subtotal	373014407	ExpensesSubtotal
Total Expenses Per Form990	373014407	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Change in Net Assets	Part XI Reconciliaton of Change in Net Assets from 990 to Audited Fin Stmt	Unrealized Loss on Swap Transactions (5,744,515) Cash Transfers to Memorial Health System (28,513,083) Write off of Intercompany to Memorial Health System 2,919,990 Write off of Intercompany to Memorial Health Foundation 43,495 Accrued Health Insurance True up between Memorial Health System and Memorial Hospital (841,936) Change in Interest in Recipient Org 744,329 Total (31,391,720)
Reconciliation of Revenue	Part XII Reconciliation of Revenue per Audited Fin Stmt w Revenue per 990	Unrealized Loss on Swap Transactions (5,744,515)

Schedule F IRS990ScheduleF

Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)

RegionRegion	Number Of OfficesNumberOfOffices	Number Of EmployeesNumberOfEmployees	Type Of Activities ConductedTypeOfActivitiesConducted	Total ExpendituresTotalExpenditures	Specific Services ProvidedSpecificServicesProvided
Central America and the Caribbean	0	0	Investments	85499722
Canada	0	0	Program Services	872	Training Facilitator

Field	Value	IRS element (for citing)
Subtotal Number Of Offices	0	SubtotalNumberOfOffices
Subtotal Number Of Employees	0	SubtotalNumberOfEmployees
Total Number Of Offices	0	TotalNumberOfOffices
Total Number Of Employees	0	TotalNumberOfEmployees
Subtotal Amount Spent	85500594	SubtotalAmountSpent
Total Amount Spent	85500594	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

Form990 Schedule F Part V Form990ScheduleFPartV

Field	Value	IRS element (for citing)
Identifier	Program Services	Identifier
Return Reference	Sch F Part 1 3e	ReturnReference
Explanation	BrainWorks collaborated with a woman in Calgary to host two back to back Sage-ing Circle Facilitators training programs. All expenses in Canada were paid by the customer other than Handout related material purchased onsite for distribution during the program.	Explanation

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	5317511	TotalCommunityBenefitExpense
Net Community Benefit Expense	5317511	NetCommunityBenefitExpense
Percent Of Total Expense	0.01600	PercentOfTotalExpense

Unreimbursed Medicaid UnreimbursedMedicaid

Field	Value	IRS element (for citing)
Total Community Benefit Expense	42635672	TotalCommunityBenefitExpense
Direct Offsetting Revenue	16817806	DirectOffsettingRevenue
Net Community Benefit Expense	25817866	NetCommunityBenefitExpense
Percent Of Total Expense	0.07790	PercentOfTotalExpense

Total Charity Care TotalCharityCare

Field	Value	IRS element (for citing)
Total Community Benefit Expense	47953183	TotalCommunityBenefitExpense
Direct Offsetting Revenue	16817806	DirectOffsettingRevenue
Net Community Benefit Expense	31135377	NetCommunityBenefitExpense
Percent Of Total Expense	0.09390	PercentOfTotalExpense

Community Health Services CommunityHealthServices

Field	Value	IRS element (for citing)
Total Community Benefit Expense	11879033	TotalCommunityBenefitExpense
Direct Offsetting Revenue	5784781	DirectOffsettingRevenue
Net Community Benefit Expense	6094252	NetCommunityBenefitExpense
Percent Of Total Expense	0.01840	PercentOfTotalExpense

Health Professions Education HealthProfessionsEducation

Field	Value	IRS element (for citing)
Total Community Benefit Expense	5861821	TotalCommunityBenefitExpense
Direct Offsetting Revenue	1622417	DirectOffsettingRevenue
Net Community Benefit Expense	4239404	NetCommunityBenefitExpense
Percent Of Total Expense	0.01280	PercentOfTotalExpense

Research Research

Field	Value	IRS element (for citing)
Total Community Benefit Expense	891108	TotalCommunityBenefitExpense
Direct Offsetting Revenue	553077	DirectOffsettingRevenue
Net Community Benefit Expense	338031	NetCommunityBenefitExpense
Percent Of Total Expense	0.00100	PercentOfTotalExpense

Cash And In Kind Contributions CashAndInKindContributions

Field	Value	IRS element (for citing)
Total Community Benefit Expense	1275877	TotalCommunityBenefitExpense
Direct Offsetting Revenue	332689	DirectOffsettingRevenue
Net Community Benefit Expense	943188	NetCommunityBenefitExpense
Percent Of Total Expense	0.00280	PercentOfTotalExpense

Total Other Benefits TotalOtherBenefits

Field	Value	IRS element (for citing)
Total Community Benefit Expense	19907839	TotalCommunityBenefitExpense
Direct Offsetting Revenue	8292964	DirectOffsettingRevenue
Net Community Benefit Expense	11614875	NetCommunityBenefitExpense
Percent Of Total Expense	0.03500	PercentOfTotalExpense

Total Community Benefits TotalCommunityBenefits

Field	Value	IRS element (for citing)
Total Community Benefit Expense	67861022	TotalCommunityBenefitExpense
Direct Offsetting Revenue	25110770	DirectOffsettingRevenue
Net Community Benefit Expense	42750252	NetCommunityBenefitExpense
Percent Of Total Expense	0.12890	PercentOfTotalExpense

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	true	BadDebtExpenseReported
Bad Debt Expense	$12,440,567	BadDebtExpenseAmount
Amount Attributable To	6220284	AmountAttributableTo
Amount Reimbursed By Medicare	77132686	AmountReimbursedByMedicare
Cost Of Care Reimbursed By Medicare	90435892	CostOfCareReimbursedByMedicare
Medicare Surplus Or Shortfall	-13303206	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	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	46601	ZIPCode

Field	Value	IRS element (for citing)
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	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
Insurance Status	X	InsuranceStatus
Uninsured Discount	X	UninsuredDiscount
Explains Application Method	true	ExplainsApplicationMethod
Includes Publicity Measures	true	IncludesPublicityMeasures
Posted On Website	X	PostedOnWebsite
Attached To Invoices	X	AttachedToInvoices
Posted In Emergency Room	X	PostedInEmergencyRoom
Posted In Admission Office	X	PostedInAdmissionOffice
Provided On Admission	X	ProvidedOnAdmission
Available On Request	X	AvailableOnRequest
Actions On Nonpayment	true	ActionsOnNonpayment
Collection Activities	false	CollectionActivities
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 (15 entries)

IdentifierIdentifier	ExplanationExplanation	Return ReferenceReturnReference
Part I, line 3c	Not applicable
Part I, Line 6a	Community Collaboration Introduction Creating community health is at the core of Memorial Hospital of South Bend, Inc.'s mission. Promotion of community health is our social responsiblity 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 organization 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, worked together to create 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 $41,703,970.
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. Costing methodology is the same as tax form 990, schedule H, worksheet 2 methodology. Patient care cost 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 are as follows related to patients who are known to qualify for charity care or financial assistance: 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 will 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 to the patient a Financial Evaluation form. 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 years 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. ie: 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
Facility Information	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 19d
Needs Assessment	At Memorial Hospital and Health System, our goal is to strengthen the health and well-being of our individual patients and neighbors, as well as the broader community. Community Health Enhancement grant dollars totaling $2,286,369 were received and blended with Memorial tithing dollars to deliver services and programs that impacted the physical health, mental health and quality of life of tens of thousands of individuals and families. Memorial invested $2,153,154 of tithing funds in community benefit, which in a time of economic upheaval is more important to building the vitality of our community than ever before. Assessment of unmet community health needs is gathered through participation in community collations, partnerships, boards, committees and task forces. Local needs assessments and reports, such as the most recent St. Joseph County Department of Health's report, United Way of St. Joseph County, as well as the County Health Rankings (a product of Robert Wood Johnson Foundation and the University of Wisconsin's Population Health Institute), provide valuable information and data used to collaboratively determine our short- and long-term priorities as well as strategies for improving the overall population health. Our community is becoming increasingly diverse. The health risks associated with chronic diseases like diabetes, hypertension, and obesity, are particularly high among our growing, and often medically underserved, Hispanic and African American populations. We reach out to these groups through churches, local community organizations, and grassroots efforts. Our goal is to help all residents access the care they need, to help them learn to manage their health responsibly and live healthier lives. In the past year, we collaborated with a number of organizations to gather information about the needs and strengths of our community residents in the form of Community Plunges. Community Plunges provide opportunities for community and hospital leadership to spend time in the neighborhoods meeting with grassroots leaders and neighbors; getting acquainted with the reality that many of us never see, and do not understand. Community Plunges have become a mainstay of Memorial's research into health and social ills as well as assets and strengths that influence and shape our community. A committee of the Board of Trustees provides input and oversight into the decision-making of partnership opportunities, addressing the needs, building on the strengths of the community, and setting priorities for resource allocation. The Board Committee is composed of community members who serve on the System-wide Boards of Directors. In addition, the division of Community Health Enhancement staff and employees of the Hospital and Health System are seated on most of the social service and health agencies boards and task forces in the community. This involvement provides a vehicle for ongoing communication, which flows continuously between the hospital and the community. The St. Joseph County Health Department Board is chaired by Memorial's Executive Director of Safety, in addition, serving in a leadership role in emergency preparation for the entire county. In 2011 the Hospital participated with the Health Department to develop the St. Joseph County Local Public Health System Performance Assessment. This process allowed for the development of infrastructure built through the identification and partnership of key stakeholders. The collaborative helped to design the Community Health Needs Assessment which was executed between March 1 and June 15, 2012. The projected timeline continues into the spring of 2013 through the strategic identification and planning stage to the implementation of activities to support the objectives based upon the priorities evidenced by the data.	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 2011 was 274,372 individuals. The racial statistics in the County are 82% Caucasians, 13% African America, and Hispanics represent 7.5, with 2.5 listed as Other. As expected, with an area well-saturated with post-secondary educational institutions, the county has higher than would be projected educational level. Eighty-six percent of the population are high school graduates, and 25.6% have a bachelor's degree or higher. The average household income was $44,644; persons below poverty level acoounted for 14.6% of the population. Of the primary and secondary Memorial service area, St. Joseph County is the largest, followed by Elkhart County with just over 197,098. 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 populations include Berrien (MI) 174,642, LaPorte (IN) 109,124, Cass (MI) 43,701 and Marshall (IN) 50,099. 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 Hospital was announced in 2011. 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 costing in excess of $409,347. 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 I, see 'Other Information Required'.	Part VI, Line 5
Part VI, Line 6	Community Building Activities Community Plunges were developed at Memorial 23 years ago. The first was the Aging Plunge, which looked at the plight of an aging society, living independently as long as possible, often isolated, suffering from depression, had little opportunities for socialization, and was mismanaging their health with polypharmacy resulting in contra-indications, and dangerous interactions, from seeing different physicians to treat many different diseases and ailments. Board members, staff, and community leaders spend a few hours together delving into the problems confronting our society; personally interacting with an Alzheimer's victim, a gang member, a cocaine addict, a child in the midst of family and neighborhood violence, a mother whose two-year-old had suffered a Sickle Cell stroke, homeless children with developmental delays, bright children of immigrants without legal residence in dead-in jobs, rural communities without sufficient access to medical care, pregnant teens, high school drop-outs and this year's Nanotechnology Plunge. In 2011, CHE enabled community members to "plunge" into the exciting world of nanotechnology though "Nanotechnology: The Power of Small". This plunge was presented in conjunction with the University of Notre Dame and sponsored by First Source Bank and Project Future. Over 60 business leaders, educators, and community members visited the University of Notre Dame, where they were introduced to local nanotechnology 'Rock Stars' - people who are leading the field through research and discoveries taking place at the university. Participants were given a glimpse into the world of those who spend their days looking at things very, very small and a vision of the endless possibilities enabled by this technology. The day ended with an interactive discussion on how to welcome and prepare South Bend for the new opportunities created by nanotechnology. As a result of the plunge, CHE is creating nanotechnology activity kits and teacher trainings that will be provided to local schools. These kits were presented at the National Science Teachers Association conference to rave reviews. Quality of Life Programs Memorial's Community Health Enhancement team innovatively served Michiana with a wide range of effective, evidence-based and fiscally-responsible programs and initiatives in 2011. Community Health Enhancement's programs reached across the life span, ensuring healthy pregnancies, productive senior years, and proactive disease management now and wise investment in our community's future. Pre-Natal Programs Community Health Enhancement's team provided a variety of programs for expectant mothers with two common goals: helping the women stay healthy and helping their babies be born healthy - and one common denominator: caring staff skillful at building trusting relationships. -Foundations for Alcohol Cessation, Education, and Support is keeping pregnant women alcohol free throughout pregnancy. Educators teach expectant women about alcohol's harmful effects on fetal brain development and screen for alcohol use during pregnancy. 22% of women were screened and participated in an alcohol intervention, and 98% of the women who were followed remained alcohol-free throughout their pregnancy. Numbers Served: 1056 -The establishment of Black American Mothers Breastfeeding Awareness Initiative is a local initiative to increase awareness of the benefits of breastfeeding throughout the African American Community. This group is also studying reasons African American women are less inclined to breastfeed than their white and Latina peers. -Pre-natal Care Coordination educators work with clients to reduce barriers to receiving prenatal care and connect them with resources such as breastfeeding classes, medical and mental health care providers and insurance programs, programs teaching parenting and childcare skills, immunization resources, and the BABE store. 275 Pregnant women were served. -As the county's Women-Infant-Children nutritional program sponsor, Memorial serves an average of 8,565 woman and children every month. Memorial collaborates with the Elkhart County WIC; the most-recent activity was to produce a training video for WIC clients in both English and Spanish about healthy nutrition for infants and children. All nutritional services are provided in English and Spanish. -In collaboration with the St. Joseph County Health Department, WIC hosts Super Shot immunization programs; Memorial also collaborates on a Lead poisoning program with the Health Department and the South Bend Housing Authority. -BABE coupon store developed an educational component, where clients can come in and learn something new to earn BABE coupons. Project Impact volunteers (former prisoners) received job skills training through the Department of Family and Children to work at the BABE store. Neuroscience and Brain Development Programs Science has shown that many of the issues faced by our community can be addressed and improved through a focus on the brain. Now in its fourth year, BrainWorks is leading the call to action for our community to understand and adopt important and cutting-edge insights from neuroscience that have a direct bearing on quality of life. BrainWorks is one of the only programs in the nation who has redefined brain health from an "old people" issue into a lifespan based issue, and teaches people how their brain (or their child's brain) works at its best and what it needs for optimum development and maintenance at all ages. In 2011, the BrainWorks team brought more brain health information and practice into the lives of community members through a variety of individually hosted events and innovative collaborative relationships. Highlights included: -Bringing national brain health speakers to the community. BrainWorks collaborated with the Public Education Foundation to present New York Times bestselling author and developmental molecular biologist Dr. John Medina (Brain Rules, Brain Rules for Baby) to three different South Bend audiences, including a training and educational event for early childhood development providers in the community. BrainWorks' annual Mary Morris Leighton Lecture featured Dr. Norman Doidge, internationally known expert on neuroplasticity, and author of The Brain That Changes Itself. In addition to speaking to a large and diverse audience of community members, Dr. Doidge presented a continuing education program to the physician community. -Presenting the televised special Brain Games. Messages about brain health were brought to up to 3.1 million viewers through the production of Brain Games, an original, BrainWorks' hosted 4-part game show on PBS station WNIT. Each episode focused on a different period of the lifespan and challenged participants' (who were members of the local business community) knowledge of brain health. Brain Games also featured interviews with several national experts, including Dr. Norman Doidge, Dr. John Medina, Dr. Jessica Payne, Dr. Paul Nussbaum, Dr. Cynthia Green, Dr. Kevin Ladd and Dawn Matthews. Episodes of Brain Games are available at www.wnit.org/braingames. -Partnering with Junior League of South Bend. In 2011, BrainWorks was awarded The Junior League of South Bend's Presidents Award and partnered with Junior League volunteers on two 'Done in a Day' projects. Each project converted an existing child's play space into a play space that promoted brain-based play. Locations included the YWCA and the main branch of the St. Joseph County Public Library. Expanding Wisdom School and Sage-ing Facilitator's Training to an international audience. In its tenth year of Sage-ing Circles Facilitators Training, BrainWorks was contracted to bring sage-ing philosophy, integrative learning theory, and group facilitation skills training to two events in Calgary, Alberta, Canada. -Hosting the BrainGames Challenge. BrainWorks partnered with the Northern Indiana Alzheimer's and Dementia Services to teach participants how to support and extend a healthy mind and memory through games and lectures. -Supporting research projects. In 2011, BrainWorks launched 'Chemo Brain', a research collaboration with the Northern Indiana Cancer Research Consortium and Dr. Tom Merluzzi of the University of Notre Dame. Chemo Brain explores the impact of brain health intervention on those experiencing cognitive side effects from chemotherapy treatment. BrainWorks also continued researching the varying impacts of sleep on cognitive variability in a partnership with Dr. Matthew Costello of Indiana University and Dr. Gary Fromm of Memorial Hospital. -Educating the general public. BrainWorks continued to provide workshops, classes, lectures, lunch and learn sessions, and corporate programs both locally and nationally, including presentations for The Gerontological Society of America and The ManKind Project. Disease Management Initiatives Memorial team members continuously teach individuals living wit
Affiliated Health Care System Roles	See 'Other Information Required'.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (24 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
100 BLACK MEN OF GREATER SOUTH BEND INC
2043 South Bend Ave PMB345	SOUTH BEND	IN	46637	270295842	501(c)(3)	5587	Contribution
COMMUNITY COORDINATED CHILD CARE OF ST JOSEPH CNTY
401 E COLFAX AVE	SOUTH BEND	IN	46624	351389028	501(C)(3)	92000	SPONSORSHIP	SUITE 210
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 2011
INNOVATION PARK AT NOTRE DAME INC
1400 E ANGELA BLVD	SOUTH BEND	IN	46634	943445005	501(C)(3)	10000	Contribution
NEAR NORTHWEST NEIGHBORHOOD
PO BOX 1132	SOUTH BEND	IN	46624	237414729	501(C)(3)	35000	CONTRIBUTION
NORTHEAST NEIGHBORHOOD REVITALIZATION ORGANIZATION
803 LINCOLNWAY WEST	SOUTH BEND	IN	46616	352118149	501(C)(3)	50000	CONTRIBUTION
O'HANA HERITAGE FOUNDATION INC
PO BOX 186	SOUTH BEND	IN	46624	371523448	501(C)(3)	36000	CONTRIBUTION
PENN-HARRIS-MADISON EDUC FOUNDATION INC
55900 BITTERSWEET RD	MISHAWAKA	IN	46545	351996785	501(C)(3)	10000	CONTRIBUTION
SJC BRIDGES OUT OF POVERTY INC
117 N LAFAYETTE BLVD	SOUTH BEND	IN	46601	263195466	501(C)(3)	25000	CONTRIBUTION
BOYS & GIRLS CLUB OF ST JOSEPH COUNTY
1411 LINCOLNWAY WEST	SOUTH BEND	IN	46544	351329625	501(C)(3)	41000	EDUCATIONAL ENRICHMENT PROG
SOUTH BEND SYMPHONY
127 N MICHIGAN ST	SOUTH BEND	IN	46601	356042189	501(C)(3)	5500	SPONSERSHIP
THE NATIONAL FOOTBALL FOUNDATION & COLLEGE HALL OF
1105 CLERMONTH DR	SOUTH BEND	IN	46617	351436531	501(C)(3)	9000	2011 ENSHRINEMENT
MICHIANA PUBLIC BROADCASTING CORPORATION
300 W JEFFERSON	SOUTH BEND	IN	46601	351155594	501(C)(3)	40000	SPONSORSHIP TOWN HALL SERIES 2011
COMMUNITY HEALTH PARTNERS OF SOUTH BEND
1010 N Bendix Drive	SOUTH BEND	IN	46628	263051440	501(C)(3)	242689	Bendix Family Physicians salaries
THE CENTER FOR THE HOMELESS
813 South Michigan	SOUTH BEND	IN	46601	351768544	501(C)(3)	97500	PEDS PROGRAM
HOPE RESCURE MISSION
PO Box 4488	SOUTH BEND	IN	46634	351038532	501(C)(3)	25000	HOPE 4 KIDS
INDIANA UNIVERSITY SCHOOL OF MEDICINE
1234 Notre Dame Ave	SOUTH BEND	IN	46617	356001673	501(C)(3)	15000	2011 MEDICINE BALL SPONSOR	Raclin-Carmichael HalL
MARCH OF DIMES
6045 Eddy St Suite A	SOUTH BEND	IN	46615	131846366	501(C)(3)	5250	SILVER BABY 2011, GOLD SPONSOR CHEFS 2011
ROBINSON COMMUNITY LEARNING CENTER
921 North Eddy St	SOUTH BEND	IN	46617	350868188	501(c)(3)	10000	CONTRIBUTION
SOUTH BEND HERITAGE FOUNDATION INC
803 Lincolnway West	SOUTH BEND	IN	46616	237394320	501(c)(3)	77015	CONTRIBUTION
THE GEORGINA JOSHI FOUNDATION INC
4201 Linden Ave	SOUTH BEND	IN	46619	208791238	501(c)(3)	6000	BIKE THE BEND SPONSORSHIP
UNITED WAY OF ST JOSEPH
3517 E Jefferson	SOUTH BEND	IN	46660	351063368	501(c)(3)	55000	CONTRIBUTION
UNITY GARDEN
PO Box 10022	South Bend	IN	46628	270901122	501(c) (3)	10000	CONTRIBUTION

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	24	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, 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)
First Class Or Charter Travel	X	FirstClassOrCharterTravel
Travel For Companions	X	TravelForCompanions
Idemnification Gross Up Payments	X	IdemnificationGrossUpPayments
Club Dues Or Fees	X	ClubDuesOrFees
Written Policy Re T And E Expenses	true	WrittenPolicyReTAndEExpenses
Substantiation Required	true	SubstantiationRequired
Compensation Committee	X	CompensationCommittee
Independent Consultant	X	IndependentConsultant
Written Employment Contract	X	WrittenEmploymentContract
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
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
Any Non Fixed Payments	false	AnyNonFixedPayments
Initial Contract Exception	false	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (12 entries)

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
0	559219	0	891563	0	224855	0	22046	0	20312	0	1717995	0	448804
George Soper
0	104537	0		0	38523	0	4854	0	11126	0	159040	0
Jeffrey Costello
0	282072	0	303186	0	22791	0	17402	0	15534	0	640985	0	203250
Robert Yount MD
0	991776	0	25000	0	3657	0	9800	0	14701	0	1044934	0
Keith Sherry MD
156551	0		0	50	0	6748	0	17146	0	180495	0		0
Kreg Gruber
300628	0	131954	0	170563	0	9800	0	26165	0	639110	0		0
Cheryl Wibbens-Lesh MD
297416	0	0	0	1430	0	11722	0	19615	0	330183	0	0	0
Robert Riley MD
211607	0	0	0	4809	0	13851	0	12237	0	242504	0	0	0
Scott Thomas MD
247020	0		0	293	0	9977	0		0	257290	0		0
Thomas Sutula MD
218528	0		0	1980	0	13365	0	19538	0	253411	0		0
Mark Lavallee
203699	0		0	4405	0	10264	0	17761	0	236129	0		0
Dale Patterson
223274	0		0	540	0	9125	0	13852	0	246791	0		0

Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Health Club and Spousal Travel	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 14 CURRENT 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 1 EMPLOYEE (PHILIP NEWBOLD). CHARTER TRAVEL WAS PROVIDED FOR INVESTMENT COMMITTEE MEMBERS TO TRAVEL TO THE INVESTMENT ADVISOR, LOCATED IN MINNEAPOLIS, MN. THE CHARTER TRAVEL ALLOWED THE ORGINIZATION TO REDUCE THE OVERALL COST OF TRAVEL, BY ELIMINATING THE NEED FOR OVERNIGHT ACCOMIDATIONS. THE CHARTER TRAVEL ALSO REDUCED THE TIME UNPAID BOARD MEMBERS HAD TO COMMIT. CHARTER TRAVEL WAS PROVIDED FOR 5 INDIVIDUALS LISTED ON PART VII, SECTION LINE 1A (JEFFREY COSTELLO, JAMES KEENAN, JOHN KERR, LEIGH MORRIS, AND KELLIE PORTER).
SUPPLEMENTAL EXECUTIVE RETIREMENT PROGRAM (457(F))	Schedule J, Part I, Line 4B	RELATED ORGANIZATION (MEMORIAL HEALTH SYSTEM, INC.) EMPLOYEE 2011 EARNED VESTED 457(f): Phillip Newbold $191,729 Kreg Gruber $153,308 MEMORIAL HEALTH SYSTEM PROVIDED A NON-QUALIFIED SUPPLEMENTAL EXECUTIVE RETIREMENT PROGRAM (SERP) TO CERTAIN EXECUTIVES. THE PURPOSE OF THE PLAN WAS TO PROVIDE AN ADDED RETIREMENT BENEFIT OVER THE QUALIFIED RETIREMENT PROGRAM. QUALIFIED INDIVIDUALS WERE ELIGIBLE TO RECEIVE A BENEFIT, IN THE FORM OF AN AFTER TAX LUMP SUM WHICH WAS THE ACTUARIAL EQUIVALENT OF AN ANNUITY, EQUAL TO 65% OF THE AVERAGE OF THEIR LAST FIVE YEARS OF PRERETIREMENT EARNINGS, OR 70% WITH MORE THAN 25 YEARS OF SERVICE, WITH OFFSETS FOR THE VALUE OF SOCIAL SECURITY AND QUALIFIED RETIREMENT PLAN BENEFITS. PARTICIPANTS WERE VESTED INTO THE SERP AFTER FIVE YEARS OF SERVICE. THE INCREASE IN VALUE OF THE BENEFIT EACH YEAR WAS INCLUDED IN THE TAXABLE COMPENSATION OF VESTED SERP PARTICIPANTS. SUCH AMOUNTS WERE INCLUDED IN PART II COLUMN(b)(iii). IF A VESTED EMPLOYEE LEAVES EMPLOYMENT, THE ANNUAL VALUE OF THE BENEFIT IS CONVERTED TO A LUMP SUM AND PAID TO THE PARTICIPANT AFTER FULFILLING THE TERMS OF THEIR NON-COMPETE AGREEMENT. THE PLAN WAS TERMINATED ON 12/31/2011.
Compensation Contingent on Net Earnings	Schedule J, Part I, Line 6A & 6B	The related organization has 2 incentive plans (employee and management) 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 $2,500,000. 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. The CEO is covered under a deferred compensation plan. The Plan sets aside half of the CEO's annual bonus award as deferred compensation to be paid in future years at a rate of 20% per year plus accrued interest. In order to receive the future benefits under the Plan, the CEO must continue to remain employed by the organization. The Plan was terminated and benefits under the Plan were paid in full on 12/31/11.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)

Issuer EINIssuerEIN	CUSIP NumberCUSIPNumber	Date IssuedDateIssued	Issue PriceIssuePrice	Description Of PurposeDescriptionOfPurpose	DefeasedDefeased	On Behalf Of IssuerOnBehalfOfIssuer	Pool FinancingPoolFinancing
HOSPITAL AUTHORITY OF SAINT JOSEPH COUNTY
356311914	79061BCQ6	2007-05-01	80000000	Health Care Capital Improvments	false	false	false
HOSPITAL AUTHORITY OF SAINT JOSEPH COUNTY
356311914	79061BCP8	2006-03-16	38580000	Refunding Series 2000 Bonds	false	false	false
HOSPITAL AUTHORITY OF SAINT JOSEPH COUNTY
356311914	79061BCX1	2008-08-28	39915000	Refunding Series 2003 Bonds	false	false	false
HOSPITAL AUTHORITY OF SAINT JOSEPH COUNTY
356311914	000000000	2008-07-01	2147750	Health Care Equipment Financing	false	false	false

Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)

Total ProceedsTotalProceeds	Issuance Costs From ProceedsIssuanceCostsFromProceeds	Credit EnhancementCreditEnhancement	Capital ExpendituresCapitalExpenditures	Other Spent ProceedsOtherSpentProceeds	Year Of Subst CompletionYearOfSubstCompletion	Current RefundingCurrentRefunding	Advance RefundingAdvanceRefunding	Final Allocation MadeFinalAllocationMade	Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
84814783	762312	0	79201600	4850871	2009	false	false	true	true
38580000	467934	775830	0	0	2000	false	true	true	true
39915049	577204	0	0	0	2003	true	false	true	true
2147750	0	0	2147750	0	2008	false	false	true	true

Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)

Owning Bond Financed PropertyOwningBondFinancedProperty	Any Lease ArrangementsAnyLeaseArrangements	Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty	Engage Bond Counsel ContractsEngageBondCounselContracts	Any Research AgreementsAnyResearchAgreements	Engage Bond Counsel ResearchEngageBondCounselResearch	Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers	Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs	Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI	Total Private Business UseTotalPrivateBusinessUse
false	false	true	true	false	true	0	true
						0.00000		0.00000	0.00000
false	false	true	true	false	true	0	true
false	false	true	true	false	true	0	true

Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)

Form8038 T FiledForm8038TFiled	Variable Rate IssueVariableRateIssue	Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds	Superintegrated HedgeSuperintegratedHedge	Hedge TerminatedHedgeTerminated	Gross Proceeds Invested In GICGrossProceedsInvestedInGIC	Business Name Line1NameOfGICProvider/BusinessNameLine1	Term Of GICTermOfGIC	Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied	Gross Proceeds InvestedGrossProceedsInvested	Exception To RebateExceptionToRebate	Term Of HedgeTermOfHedge
0
false	true	false	false	false	true	HYPO PUBLIC FINANCE	3.91	true	false	false
WELLS FARGO BANK NA
false	true	true	false	false	false	0			false	true	21.7
WELLS FARGO BANK NA
	true	true	false	false	false	0			false	true	23.6
0
false	false	false	false	false	false	0			false	true

Form990 Schedule K Part VI Form990ScheduleKPartVI

Field	Value	IRS element (for citing)
Identifier	Procedures to undertake corrective action	Identifier
Return Reference	Part V	ReturnReference
Explanation	Management is in the process of developing written procedures for formalizing the post issuance compliance.	Explanation

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)

RelationshipRelationship	Amount Of TransactionAmountOfTransaction	Description Of TransactionDescriptionOfTransaction	Sharing Of RevenuesSharingOfRevenues
Jesse Hseih MD
Trustee/Director	349163	See Part V	false
Keith sherry MD
Trustee	6827829	See Part V	false
Candace Hurwich
SPOUSE OF TRUSTEE	30317	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	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. 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. Candace Hurwich, wife of Maurice Hurwich, MD (Trustee and Medical Director) was compensated for services as a Staff RN on the Emergency Response Team.	Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (40 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 responsibilty 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 Major Surgery Waiting Room, Escort Service, Flower Delivery, Mail Delivery, Living History Program, Emergency Department Volunteers and Cookie Bakers. In 2011, Memorial had 625 volunteers in this program who served 48,189 hours.
Other Program Services	Form 990, Part III, Line 4d	Memorial Health System, Inc. (the "Corporation") was established as the parent corporation of Memorial Hospital of South Bend, Inc. (the "Hospital") in 1981 to develop a full spectrum of health-related services for North Central Indiana and Southwestern Michigan. The Corporation is community-owned and not-for-profit. Along with its subsidiaries, the Corporation serves the greater community throughout the continuum of care from health promotion and sickness prevention to diagnosis, inpatient, outpatient and home health services. It controls the Hospital, Memorial Health Foundation, the Hospital's philanthropic arm, and Memorial Home Care, Inc., collectively referred to as the "System". The Hospital with 673 licensed adult beds and 80 bassinets, a staff of approx. 3,338, a medical staff of more than 620, and a volunteer Auxiliary of 594, is the largest hospital in the primary and secondary service areas. The Corporation owns and operates the acute care Hospital facility and Family Practice Residency Program. The Hospital's purpose is to provide hospital care and enhance wellness for the community. The Hospital has its own Board of Trustees (the "Hospital Board") elected by the persons serving on the Board of Directors of the Corporation. The Hospital Board has responsibility for the operation of the Hospital as defined in its bylaws. Memorial Hospital of South Bend is the largest and most comprehensive tertiary care medical center in Northern Indiana. Services are delivered through service divisions and professional ancillary services: Adult Patient Services, Cardiovascular & Critical Care Services, Women's and Children's Services, Surgical Services, Oncology Services and Professional Services. Key utilization Statistics for the Hospital for 2011 include: Admissions 19,821 Total Patient Days 98,338 Births 2,916 Inpatient Surgical Procedures 4,947 Outpatient Surgical Procedures 8,650 Emergency Department visits 56,315 Creating community health is at the core of Memorial Hospital of South Bend, Inc's mission. Promotion of community health is the right thing to do 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 System 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, ongoing 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. In the early 1990s, the System made a dramatic shift from a disease-focused medical model to a prevention-focused model. Its vision is to continue the journey to be among the nation's healthiest communities. Memorial's health enhancement plan focuses on five priorities: schools, neighborhoods, congregations, seniors and mother/child concerns. Its methods include building partnerships, investing dollars, listening and communicating, nurturing leadership, and continuous evaluation backed by sound outcome and impact measurement. The Community Benefit Fund is the System's mechanism for re-investing funds to improve the health status of communities it serves. The System, which includes Memorial Hospital of South Bend Inc, tithes 10% of the previous year's excess operating revenue and transfers it to the Community Benefit Fund. 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 began the fund in 1993 and makes ongoing policy and oversees the administration of the fund and determines specific investment allocations. Volunteers and staff are committed to prudently investing these resources in an accountable manner. BrainWorks at Memorial Hospital is housed within the Leighton Center, located on the Hospital campus. The programs sponsored at the Leighton Center promote a holistic understanding and approach to brain health across the lifespan, emphasizing the importance of a healthy brain to enhance the quality of life at every age. Education and physical movement are important aspects of aging well for all of us. Programming at the Leighton Center 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 to the prevention of neurodegenerative disorders, improve rehabilitation and recovery from trauma, and enhance productivity and capabilities to be realized in the later years. As a part of senior programming, Memorial's Sage-ing Center contributes to spiritually Eldering and socially responsible aging. 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 of 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, and the Center for the Homeless, and health education and outreach into the Latino community, including an innovative diabetes education and case management program that has had significant results. More than 320 Type II diabetics have participated in the program and reported no hospitalizations in 2011. The most popular addition continues to be the Zumba exercise classes, which have approximately 60 individuals of all ages participating in each session. More than 45 women were referred to the gestational diabetes program; of the deliveries, there were a few minor complications, however the overall birth outcomes were positive, and 100% of the mothers returned to normal glucose readings six-week post-partum. Two programs, which received continued grant funding were the Fetal Alcohol screening, intervention, and education programming for pregnant women, 1056 women participated, and the HUD affiliated program working with Healthy Homes. More than 6,000 youth enrolled in South Bend Community Schools during the 2011-2012 school year participated in the evidenced-based program, "Draw the Line, Respect the Line" targeting middle school aged students in making and practicing good choices. The "Healthy Babies Program" focused on proper prenatal care and reducing infant mortality. A program for African American men was held at three local barbershops during one weekend, to increase awareness and encourage men to make behavioral changes to monitor their blood pressure and take steps to control high blood pressure received additional support. This was a partnership with the Minority Health Coalition of St. Joseph County and the Indiana Minority Health Coalition. The Sickle Cell Initiative now serves 28 counties in Northern Indiana with screening, education, and counseling. In 2011, high school athlete screening, regular educational newsletters, and public service announcements continue. The St. Joseph County Sickle Cell conference was attended by over 250 health professionals and students. The "Domestic Violence Ends ("DOVE") project, and the Health Professionals -- a free service for residents needing physician referral or health information have proven their value to the community, while the partnership with South Bend Community School's magnet schools finds Memorial's evolving role in building a high school program intended to prepare students for future careers in health care and scientific research. As a supporter of the St. Joseph County Volunteer Provider Network, providing care for the uninsured adults in our community, with 373 physicians, diagnostic service providers, and two hospitals has, since its inception, served more than 19,000 patients and provided over $36 million in donated care. A demonstration project in partnership with South Bend Heritage Foundation provides health and social service case management to 49 low-income elderly living independently in the converted Robertson's Department Store. The results of the intervention have shown a decrease in depression and increases in eight indices of health in those elderly residents participating in the program. This project received funding from a local foundation to expand to 41 seniors living in public housing. housing.
Changes to Governing Documents	FORM 990, PART VI, SECTION A, LINE4	IN MARCH 2011, MEMORIAL HEALTH SYSTEM, INC, THE PARENT COMPANY OF MEMORIAL HOSPITAL OF SOUTH BEND, INC., AND ELKHART GENERAL HOSPITAL, INC. COMPLETED A MEMORANDUM OF UNDERSTANDING TO FORM AN AFFILIATION. EFFECTIVE DECEMBER 1, 2011, A NEWLY FORMED CORPORATION, BEACON HEALTH SYSTEM, INC. BECAME THE SOLE CORPORATE MEMBER FOR BOTH MEMORIAL HEALTH SYSTEM AND ELKHART GENERAL HOSPITAL.
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 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 will receive a copy of the 990 prior to filing.
Conflict of Interest Policy	Form 990, Part VI, Section B, Line 12	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 and we pursue the replies to get a 100% response rate. In the current year we sent out over 250 Statements and achieved a 98% response rate. Each response is reviewed by the Director of Internal Audit and the results are reported to the CEO of Memorial as well as the Audit Committee of the Board of Directors. 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, the five highest compensated employees from the previous year, employees that are on the Grant and Scholarship Committees, and Other key Employees. The Duality of Interest Statements were sent out in May, 2011. The replies are reviewed by the Director of Internal Audit who summarizes the results which are reviewed by an independent party. The results are reported to the CEO of Memorial 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 acknowledgment form to be signed by Memorial's Key Financial Employees that Memorial's financial information is to the best of their knowledge true and accurate. This Statement was sent out in January, 2011 and the signed acknowledgements are kept by the Director of Internal Audit. In 2011, twelve designated employees were requested to sign the form and we had a 100% compliance rate. Any potential Conflicts of Interest 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 excluded from all review proceedings.
Process for Determining Compensation	Form 990, Part VI, Section B, Line 15	An extensive examination is conducted using comparable market data and is then reviewed by an independent consultant hired by, and reporting to, the Board of Directors. Recommendations are presented to the Compensation Committee of the Memorial 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 Net Assets of Fund Balances	Part XI, Line 5	Unrealized Loss on Swap Transactions (5,744,515) Unrealized Gain on Investments (5,293,966) Cash Transfers to Memorial Health System (28,513,083) Write off of Intercompany to Memorial Health System 2,919,990 Write off of Intercompany to Memorial Health Foundation 43,495 Accrued Health Insurance True up between Memorial Health System and Memorial Hospital (841,936) Change in Interest in Recipient Org 744,329 Total (36,685,686)
Private Business Use for Schedule K	Schedule K, Part III, Line 5	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 at that time. Bond counsel advised that the first floor should be funded through equity. Memorial Hospital followed bond counsels recommendations and the Heart and Vascular Center first floor was entirely funded by equity. Memorial Hospital had used approximately $22,100,000 in equity in relation to the projects funded with Series 2003 bond draws.
Arbitrage for Schedule K	Schedule K, Part IV	Part IV is not completed for the Series 2008A Bonds because such bonds indirectly refunded new money bonds issued in 2000.
Voluntary Closing Agreement	Schedule K, Part V	Memorial Hospital of South Bend anticipates implementing written procedures to ensure that violations of Federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self remediation is not available under applicable regulations.
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Charles Miller TITLE:Secretary HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Etta Nevel MD TITLE:Trustee HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Robert Yount MD TITLE:Trustee; Employed Physician HOURS:40
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Keith Sherry MD TITLE:Trustee and medical director HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Faye Magneson MD TITLE:Trustee thru APR 11 HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:James Schwartz Sr TITLE:Trustee HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Gerard Duprat MD TITLE:Trustee HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Thomas Cassady Jr TITLE:Chair HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Jesse Hseih MD TITLE:Trustee HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Maurice Hurwich MD TITLE:Trustee and medical director HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:M Rose Meissner TITLE:Vice Chair HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Margaret King TITLE:Trustee thru Mar 11 HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Thomas Burish PhD TITLE:Trustee HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Thomas Hauch MD TITLE:Trustee thru Mar 11 HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Maria Slager TITLE:Trustee HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Perry Watson III TITLE:Treasurer HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Steven Cramer PhD TITLE:Trustee HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Melvin Hall TITLE:Trustee Thru MAR 11 HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Delores Wilmoski TITLE:Trustee HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Peter Baranay TITLE:Trustee HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Carlton Lyons MD TITLE:Trustee HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Philip Newbold TITLE:CEO/President HOURS:42
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:George Soper TITLE:Asst. Secretary thru Mar 11 HOURS:40
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Jeffrey Costello TITLE:Asst. Treasurer/CFO HOURS:42
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Kreg Gruber TITLE:COO HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Cheryl Wibbens-Lesh MD TITLE:Asst. Secr./VP HOURS:1

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	Exempt Code SectionExemptCodeSection	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	501C(3)	9	BEACON	true
Memorial Health Foundation Inc
615 N Michigan Street	South Bend	IN	46601	351536129	Financial Sup	IN	501C(3)	9	MHS	true
Elkhart General Hospital Inc
600 East Boulevard	Elkhart	IN	46514	350877574	Hospital	IN	501C(3)	3	BEACON	true
MEMORIAL ENDOWMENT FUND FOR MEMORIAL HOS
PO BOX 1602	SOUTH BEND	IN	46634	356068581	ENDOWMENT	IN	501C(3)	11d III-O	MHSB	true
BEACON HEALTH SYSTEM Inc
600 East Boulevard	Elkhart	IN	46514	453864076	Parent Org.	IN	501C(3)	11C III-FI	NA	false

Form990 Schedule R Part IV Form990ScheduleRPartIV

Name Of Related Org NameOfRelatedOrg

Field	Value	IRS element (for citing)
Business Name Line1	Memorial Home Care Inc	BusinessNameLine1

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)
EIN	351901068	EIN
Primary Activity	Home Medical	PrimaryActivity
Legal Domicile State	IN	LegalDomicileState

Direct Controlling Entity Name DirectControllingEntityName

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

Field	Value	IRS element (for citing)
Type Of Entity	C	TypeOfEntity

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
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	false	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	false	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	true	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	true	PerformOfServicesByOtherOrgs
Sharing Of Facilities	true	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 (6 entries)

Transaction TypeTransactionType	Amount InvolvedAmountInvolved	Method Of Amt DeterminationMethodOfAmtDetermination
Memorial Health Foundation Inc
L	647887	CASH TRANSFERS
Memorial Health Foundation Inc
Q	62479	CASH TRANSFERS
Memorial Home Care Inc
L	699554	REVIEW INVOICES
Memorial Home Care Inc
R	1513814	ACCT. ACTIVITY
Memorial Home Care Inc
Q	168599	ACCT. ACTIVITY
Elkhart General Hospital Inc
	85730	REVIEW INVOICES