2012-05-14T09:56:17-05:00 2011-06-30 Deloitte Tax LLP 250 East Fifth Street Suite 1900 Cincinnati OH 45202 990 2010-07-01 590634434 Sacred Heart Health System Inc SACR 8504167000 5151 North 9th Avenue Pensacola FL 325048721 BUDDY ELMORE 8504167638 2012-05-14 1 Matthew Montgomery 5137847100 2010 2016-02-24 21:20:13Z Buddy Elmore 5151 North 9th Avenue Pensacola FL 325048721 850383443 0 0928 X www.sacred-heart.org X 1915 FL Provides necessary medical care to the sick and poor regardless of the ability to pay. 14 10 6144 9 3392845 855711 666505 899670 753983116 820615999 9806710 16287126 7892587 8863002 772348918 846665797 0 0 0 0 292859545 312479890 0 0 0 449499598 491640178 742359143 804120068 29989775 42545729 625783054 687010824 262984533 253596956 362798521 433413868 X Sacred Heart Hospital provides necessary medical care to the sick and poor of our community regardless of the ability to pay. Services include inpatient routine and inpatient ancillary support of the healthcare mission of the hospital. Please see the statement of Program Service Accomplishments for further detail on the relationship of activities to the accomplishment of the exempt purpose. 0 0 563196491 818902851 Patient Services - 466 bed medical-surgical acute care hospital in Pensacola, Florida. The facility includes a 119 bed Children's Hospital. Sacred Heart Hospital on the Emerald Coast is a 58 bed medical-surgical hospital located in Destin, FL. Sacred Heart Hospital on the Gulf is a 25 bed medical-surgical hospital located in Port St. Joe, FL.Expanding awareness, education and promotion of health by offering healthcare, classes and seminars for the Community. Medical Education - Sacred Heart Health System believes that, in order to provide the best health care to the community, its clinical personnel must receive ongoing medical education. 563196491 1 1 0 1 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 1 0 1 1 1 0 0 0 0 0 1 0 0 0 0 1 409 0 6144 1 1 1 0 0 0 0 0 0 0 0 0 X 14 10 1 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 1 1 FL X Buddy Elmore 8504167000 5151 N 9th Ave Pensacola FL 32504 X Eric Nickelsen 1.00 X X 0 0 0 Dudley H Greenhut 1.00 X X 0 0 0 Richard R Baker 1.00 X 0 0 0 Carol H Carlan 1.00 X 0 0 0 Gerald J Christie 1.00 X 0 0 0 E Jean Dabezies Jr MD 1.00 X 35000 0 0 Sr Mary Jean Doyle 1.00 X 0 0 0 Robert A Emmanuel 1.00 X 0 0 0 Nancy A Fetterman 1.00 X 0 0 0 Sr Joan Keating DC 1.00 X 0 0 0 Sr Ellen Lacapria 1.00 X 0 0 0 Antonio E Pena MDStart 0111 1.00 X 0 0 0 Adelaida B Torres MD 1.00 X 0 0 0 Ronald P Townsend 1.00 X 0 0 0 Buddy Elmore Sch O 40.00 X 548019 0 43514 Laura Kaiser Sch O 40.00 X 1379485 0 41656 Carol Schmidt 40.00 X 289102 0 17922 James Ward MD 40.00 X 363841 0 12299 Carol Whittington 40.00 X 383720 0 22971 Dr Paul Baroco 40.00 X 492188 0 42596 Karen Emmanuel Sch O 40.00 X 344297 0 39217 Roger Hall 40.00 X 404179 0 39540 Peter Heckathorn Sch O 40.00 X 605059 0 41903 Dr Tarek Eldawy 40.00 X 890572 0 18769 Dr Mark Boatright 40.00 X 963693 0 41251 Dr Thomas Sunnenberg 40.00 X 1011340 0 41629 Dr Harish Malhotra 40.00 X 879877 0 878 Dr Michael Goodman 40.00 X 1330258 0 25393 Deborah Bostic 40.00 X 543757 0 20778 Patrick Madden 40.00 X 3710692 0 42596 14175079 0 492912 246 1 1 0 Sodexo Inc PO Box 536922 Atlanta GA 303536922 Food, Valet and Env. Svcs 14528270 TriMedx PO Box 1627 Indianapolis IN 46206 Equipment Maintenance 5963685 Panhandle Anesthology Associates PA 4901 Grande Drive Pensacola FL 32504 Anesthesiology Service 3876996 Greenhut Construction 23 South A Street Pensacola FL 32501 Construction 1568327 Mickelson Construction 3475 North S Street Pensacola FL 32505 Construction 1236173 104 651741 247929 899670 Patient Services 621990 707532079 704643186 2888893 MSO Shared Allocation 621990 78263301 78263301 Management Services 541610 14622095 14161488 460607 Transportation 480000 1045693 1045693 Education 611710 44223 44223 19108608 19108608 820615999 16342181 16342181 3996511 3662591 333920 333920 357551 -23631 55055 -55055 -55055 -55055 Miscellaneous 900099 5091990 43345 5048645 Medical Group Fees 621990 2158291 2158291 Assets Released 621990 1278801 1278801 8529082 846665797 818902851 3392845 23470431 4735368 4735368 244185605 216285892 27899713 13709658 4387773 9321885 34064414 6174894 27889520 15784845 13758952 2025893 7580956 2401358 5179598 536998 536998 46421690 21977268 24444422 1182896 20644 1162252 3344022 1887902 1456120 11051113 9048076 2003037 2063309 1134554 928755 5533306 1107900 4425406 27492739 21700050 5792689 5412212 4986696 425516 Medical Supplies 127232442 124231116 3001326 Bad Debt 77725621 76983694 741927 MSO Allocation 76381887 294947 76086940 Rent Expense 37300939 33997851 3303088 Professional fees 20534261 3631737 16902524 41845787 19185187 22660600 804120068 563196491 240923577 0 31990025 37957554 86488479 108467851 100000 100000 14330512 14910167 3026797 568669658 295076497 291828269 273593161 63365 4380199 197955607 247601892 625783054 687010824 51914578 56945832 2210706 4064250 208859249 192586874 262984533 253596956 X 362726529 432756236 71992 657632 362798521 433413868 625783054 687010824 X 42545729 28069618 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1 15332 0 0 1 7245 0 1 68946 91523 0 Explanation of Other Lobbying Activities: Part II-B, Line 1i: The Exempt Organization engaged consultants to assist in various lobbying activities pertaining to state and federal health care legislation, including healthcare reform. Staff and consultants wrote letters and met personally with state and local legislators on these matters. 6696666 47936359 54633025 22805607 333130728 152433430 203502905 158100298 142643067 15457231 273593161 Due from affiliates 10463923 Board Designated Investments 177068848 Temporarily Restricted Investments 8175166 Ascension Pension Prefunding 13014455 Ascension Deferred Compensation 11639028 Other Receivables 20526406 Construction in Progress 6714066 247601892 Pension Debt Issue 17766803 Deferred Compensation 11639028 Due to Affiliates 10132352 Retirement Plan Obligation 16567348 Self Insurance Trust 4227401 Other Liabilities 109601336 Third Party Payables 15320606 MOB Liability Accounting Ownership 7332000 192586874 Description of Uncertain Tax Positions Under FIN 48: Part X: Per the financial statements of Sacred Heart Health System, there is no ASC 740 (fka FIN 48) footnote for the current year. 1 1 X 1 X 1 X 1 1 1 1 1 0 20853016 20853016 0.02870 116859723 97128051 19731672 0.02720 137712739 97128051 40584688 0.05590 10361529 4769276 5592253 0.00770 1367785 1367785 0.00190 39866 39000 866 0.00000 195713 195713 0.00030 11964893 4808276 7156617 0.00990 149677632 101936327 47741305 0.06580 0 77725621 6718078 147150416 149682490 -2532074 X 1 1 3 1 Sacred Heart Hospital

5151 N 9th Ave Pensacola FL 32504

X X X X X X 2 Sacred Heart on the Emerald Coast

7800 US Hwy 98 Miramar Beach FL 32550

X X X 3 Sacred Heart Hospital on the Gulf

3801 E Hwy 98 Port St Joe FL 32456

X X X NA 1 11 Sacred Heart Occupational Hlth Strategie

6665 Pensacola Blvd Pensacola FL 32505

Helps employers to gain control over healthcare expenses Sacred Heart Pediatric Care Center

1675 Trinity Drive Pensacola FL 32504

Pediatric clinic that provides pediatric care regardless of their ability to Sacred Heart Cardiac Rehab Center

1601 Airport Blvd Pensacola FL 32501

To help patients with their cardiopulmonary needs Sacred Heart Pulmonary Rehab Center

1601 Airport Blvd Pensacola FL 32501

To help patients with their cardiopulmonary needs Seton Center for Obstetrics & Gynecology

5045 Carpenters Creek Dr Pensacola FL 32503

Provide OB & Gynecological care for all women Outpatient Laboratories

1549 Airport Blvd Pensacola FL 32504

Provides diagnostic services and monitoring services for children and women Outpatient Rehabilitation Centers

4406 N Davis Hwy Pensacola FL 32503

To help patients with their physical, occupational and speech Sacred Heart Medical Park-Pace

3754 Hwy 90 Pace FL 32571

Comprehensive diagnostic and physician services to the Pace and Milton Sacred Heart Medical Park-Airport

1549 Airport Blvd Pensacola FL 32504

Comprehensive diagnostic and physician services outside of the hospital Sacred Heart Urgent Care

6665 Pensacola Blvd Pensacola FL 32505

Provides walk-in care for minor injuries and illnesses seven days a week Sacred Heart Cancer Center

1545 Airport Blvd Pensacola FL 32504

Provides the highest standard of cancer care Part I, Line 7, Column (f): The Bad Debt expense included on Form 990, Part IX, Line 25, Column (A), but subtracted for purposes of calculating the percentage in this column is $ 77725621. Part III, Line 4: The provision for bad debts is based upon management's assessment of expected net collections considering economic conditions, historical experience, trends in health care coverage, and other collection indicators. Management periodically assesses the adequacy of the allowance for uncollectible accounts based upon historical write-off experience by payor category, including those amounts not covered by insurance. The results of this review are then used to make any modifications to the provision for bad debts to establish an appropriate allowance for uncollectible accounts. After satisfaction of amounts due from insurance and reasonable efforts to collect from the patient have been exhausted, the Health Ministry follows established guidelines for placing certain past-due patient balances with collection agencies, subject to the terms of certain restriction on collection efforts as determined by Ascension Health. Accounts receivable are written off after collection efforts have been followed in accordance with the Health Ministry's policies. Part V: Sacred Heart Hospital, 5151 N. 9th Ave., Pensacola, FL 32514 - licensed hospital, general medical and surgical, children's hospital, teaching hospital, research facility, 24hour emergency department.Sacred Heart Hospital on the Emerald Coast, 7800 US Hwy 98, Miramar Beach, FL 32550 - licensed hospital, general medical and surgical, 24 hour emergency department.Sacred Heart Hospital on the Gulf, 3801 E. Hwy 98, Port St. Joe, FL 32456 - licensed hospital, general medical and surgical, 24 hours emergency department. Part VI, Line 2: Sacred Heart Health System and Baptist Health Care have jointly-sponsored three assessments of Escambia and Santa Rosa Counties in Northwest Florida since 1995. These studies have been widely used by the two organizations and many other health care providers in the market area to develop plans for addressing priority health needs. These organizations worked with researchers at the University of South Florida to produce CATCH (Comprehensive Assessment for Tracking Community Health) studies for the Escambia - Santa Rosa County area. The CATCH methodologies and reports have evolved and improved over time and are widely recognized as a state-of-the-art approach to community health assessments. CATCH studies provide current and trended data on over 270 health indicators, report data at county and zip codes levels, and include comparisons to peer counties in the state, and state and national results, The studies also incorporate key demographic and socioeconomic data, and in Florida data on lifestyle/behavioral risk factors that impact health status. Sacred Heart Health System initiated in 2007, a study by Stroudwater Associates to determine the health needs for Walton County. Walton County is designated as a primary care Health Professional Shortage Population and a Medically Underserved Population for the low-income persons. Part VI, Line 3: Financial counselors assist individuals who do not have insurance to qualify for Medicaid, SCHIP, and other programs. Counselors are trained not only in the policy, program and form processes, but also to respond with compassion, understanding and sensitivity toward persons living in poverty. These services are available at established patient encounters such as pre-registration, registration, admissions and discharge, or at any other time requested along the continuum of patient care. Further, trained counselors may assist with charity care or discount care based on the patient's personal income, their assets, and the size of their medical services bill. A summary of financial assistance services, policies and programs are found on the health system website, posted predominately in key areas and made available through brochures. The brochure, A Guide to your Hospital Bill, outlines payment and assistance options and it can be found in most areas of the hospital including admitting, emergency department, and diagnostic services. Part VI, Line 4: Sacred Heart Health System provides primary, secondary, and tertiary health care services to residents of the communities we serve. This includes the greater Pensacola MSA; and Okaloosa, Walton, Gulf and Franklin Counties. Additionally, Sacred Heart serves South Alabama's Baldwin and Escambia Counties. There is special emphasis on service to the poor and those most in need. The system includes a 458 bed medical surgical acute care hospital in Pensacola, Florida. Housed within the Pensacola facility is the 119 bed Children's Hospital, the only one in Northwest Florida. Sacred Heart Hospital on the Emerald Coast is a 58 bed medical surgical hospital located in Miramar Beach, Florida. Sacred Heart Hospital of the Gulf is a 25 bed medical surgical hospital located in Port St. Joe, FL. Part VI, Line 6: Physical Improvements & Housing: SHHS contributed financially to the construction of Habitat for Humanity homes. SHHS held six housing orientation sessions which were attended by 37 persons living in poverty. Applications were received from 17 persons and 3 were qualified for homes. SHHS participated with a coalition developing low-income housing solutions, and provided physical improvements to the dwellings of low-income homeowners. Workforce Development: SHHS provided Certified Nursing Assistant training and job placement at SHHS facilities for seven individuals from the community at large. Sacred Heart offers (free six week long classes, seven times per year) "Freedom from Smoking" program to help with the physical, psychological and habitual components of nicotine addictions. Additionally, health education for the community is provided with regular classes on topics such as stress management, violence prevention, diabetes management, babysitting, CPR, newborn parenting, preparing for joint replacement surgery, surviving after stroke, caregiver training, and coping with cancer. SHHS provides a robust school mentoring program in partnership with the Escambia and Santa Rosa School Districts. Thirteen children were provided mentoring on a weekly basis. A particular emphasis is placed on annual science fairs, reading, math and preparation for state standardized testing. Eighty children benefited from tutoring on an episodic basis.SHHS actively works to reduce its waste stream by recycling cardboard, office paper, tin, aluminum, and plastics. The system also promotes utilizing less electricity which reduces emissions caused by electrical power generation. An energy manager position within the facilities department provides environmental oversight which benefits the community at large. Sacred Heart Hospital provides medical education through the following residency programs: FSU college of Medicine Pediatric Residency (21 physicians), FSU College of Medicine OB/GYN Residency (12 physicians), LECOM Internal Medicine Residency (9 physicians), and Sacred Heart Hospital Pharmacy Residency (adult and pediatric).Sacred Heart also partners with the following medical education institutions to provide onsite training for their students in health related fields: Florida State University College of Medicine, University of West Florida, Pensacola State College, Virginia Medical College, Jefferson Davis Community College, Pensacola Christian College, and Escambia County School District Health Academy.Coalition Building: SHHS participates with other community building agencies such as: Bay Area Works, Poverty Solutions of Escambia County, Business Leaders' network and the Able Trust, United Way, Catholic Charities, and the Pensacola Bay Are Chamber of Commerce for jobs creation, training, and the elimination of generational poverty.Through Mission in Motion, a mobile health unit that travels throughout Northwest Florida and Southwest Alabama, Sacred Heart provided free health screenings to the poor, elderly, and uninsured. Services for adults include screening for blood pressure, anemia, blood sugar, cholesterol, glaucoma, and osteoporosis screenings. A total of 2744 adults received health screenings in FY 2011. Services for children include free physical exams by a physician, and screenings for hearing, vision, and blood pressure. A total of 610 children were screened in FY 2011. At Spencer Bibbs Elementary School, an urban site of at-risk children, asthma screening services were provided for 200 children. Twenty children were referred to the Escambia County Health Department for follow up care.Sacred Heart facilitates the meetings of support groups for patients and families coping with the following health problems: obesity, breast cancer, cancer, prostate cancer, children with attention deficit disorders, heart disease, parents of multiples, and osteoporosis. On a monthly basis, Sacred Heart held community blood drives at a variety of Sacred Heart locations to support the Northwest Florida Blood Center. Sacred Heart's Miracle Camp hosted overnight, multi-day camping retreats for adults and children who have been diagnosed with chronic and critical illnesses. Camps include the biannual adult Camp Bluebird which served more that 80 persons with various cancers. Pediatric patients with diseases such as cancer, diabetes, arthritis, asthma, and cardiovascular were also served. A variety of other day retreats for diseases such as sickle cell anemia are held throughout the year. Over 100 children were served at these camps.SHHS is actively engaged in physician and physician extender recruitment for underserved communities. Physician recruitment includes primary care as well as subspecialty physicians. Recruitment placement is based on unmet community needs, high priority health status indicators, and federally designated manpower shortages. SHHS provides registered nurses at a cost of $63,000 to provide health services instruction to South Walton County High School Students through the South Walton Institute of Medical Sciences. The associates are responsible to teach, supervise and evaluate assigned students. Instructors provide education and training for 300 students per year. This free service benefits the broader community by training allied health care providers targeted for the medically underserved population in the community. Sacred Heart Hospital in Pensacola is proud to work with Lutheran Services to provide the Ryan White Title II Case Management Program, serving those in our community living with AIDS and the HIV virus. Our program is designed to provide comprehensive information and assistance to clients and their families in areas including outpatient medical care, dental care, mental health services, and medications. Through this program, clients and their families are also linked with local agencies that can assist with needs related to housing, transportation, drug and alcohol treatment, and food.Sacred Heart Health System provides many community benefits such as social services, pastoral care, community meeting space, and health education, all at no charge. SHHS has an open medical staff with privileges available to all qualified physicians in the area. The system is governed by a body of SHHS leaders with independent persons, representative of the community, comprising a majority of the board. It also engages in medical or scientific research programs and in the training and education of health care professionals. Other facilities and programs that promote the health of the community include a Pediatric Medical Clinic and a Pediatric Dental Clinic which provide services to low income children, and an adult dental clinic for emergency care. The Seton Center for Obstetrics and Gynecology provides services to low-income women eligible for Medicaid. Part VI, Line 7: Sacred Heart Health System, Inc. and subsidiaries (the Health Ministry) is a member of Ascension Health. Ascension Health is a Catholic, national health system consisting primarily of nonprofit corporations that own and operate local health care facilities, or Health Ministries, located in 20 of the United States and District of Columbia. Ascension Health is sponsored by the Northwest, Southeast, East Central, and West Central Provinces of the Daughters of Charity of St. Vincent de Paul, the Congregation of St. Joseph, and the Congregation of the Sisters of St. Joseph of Carondelet. The Health System's principal operations consist of three nonprofit acute care hospitals: Sacred Heart Hospital is located in Pensacola, Florida; Sacred Heart Hospital on the Emerald Coast is located in Miramar Beach, Florida, and Sacred Heart Hospital on the Gulf, Located in Port St. Joe, Florida. The Health System also owns and operates other health care related entities, including a long term care nursing facility and a physicians medical group. The Health System provides inpatient, outpatient, and emergency care services for residents of Northwest Florida. Admitting physicians are primarily practitioners in the local area. The Health System is related to Ascension Health's other sponsored organizations through common control. Substantially all expenses of Ascension Health are related to providing health care servicesAscension Health directs its governance and management activities toward strong, vibrant, Catholic Health Ministries united in service and healing and dedicates its resources to spiritually centered care, which sustains and improves the health of the individuals and communities it serves. In accordance with Ascension Health's mission of service to those who are poor and vulnerable, each Health Ministry accepts patients regardless of their ability of pay. Ascension Health uses four categories to identify the resources utilized for the care of persons who are poor and community benefit programs. Traditional charity care includes the cost of services provided to persons who can not afford health care because of inadequate resources and/or who are uninsured or underinsured. Unpaid cost of public programs represents the unpaid cost of services provided to persons covered by public programs for the poor. Cost of other programs for the poor includes unreimbursed costs of programs intentionally deigned to serve the poor and vulnerable of the community, including substance abusers, the homeless, victims of child abuse, and persons with acquired immune deficiency syndrome. Community benefit consists of the unreimbursed costs of community benefit programs and services for the general community, not solely for the poor, including health promotion and education, health clinics and screenings, and medical research.Discounts are provided to all uninsured patients, including those with the means to pay. Discounts provided to those patients who did not qualify for assistance under charity care guidelines are not included in the cost of providing care of persons who are poor and community benefit programs is estimated using internal cost data and is calculated in compliance with guidelines established by both the Catholic Health Association (CHA) and the Internal Revenue Service (IRS). Maintaining good health has been shown to positively affect an individual's ability to maintain employment and housing. It is extremely difficult for homeless individuals to receive quality health care services. In recent years, SHHS hospital emergency rooms have been inundated with patients who have non-critical health concerns due to lack of insurance, funding, and homelessness. These patients are often left with no other choice but to use emergency rooms for illnesses that can be treated through primary care health services.SHHS held a seven week Stephen's Ministry training course for 12 individuals from the community-at-large to benefit the broader community. The training provides skills for giving emotional and spiritual support to people who are going through a difficult life event, from hospitalization and grief to chronic illness and unemployment.Overall, SHHS contributed over $100,000 for non marketing related charitable gifts to organizations who share in the goal of improving the health and quality of life in the community. X 1 1 X X X X 1 1 0 0 0 0 0 0 0 Buddy Elmore Sch O 397291 0 138125 0 12603 0 38500 0 5014 0 591533 0 0 0 Laura Kaiser Sch O 644558 0 683686 0 51241 0 38496 0 3160 0 1421141 0 0 0 Carol Schmidt 207174 0 0 0 81928 0 16279 0 1643 0 307024 0 0 0 James Ward MD 134596 0 51650 0 177595 0 14399 0 -2100 0 376140 0 0 0 Carol Whittington 252924 0 103646 0 27150 0 16500 0 6471 0 406691 0 0 0 Dr Paul Baroco 333371 0 148489 0 10328 0 38500 0 4096 0 534784 0 0 0 Karen Emmanuel Sch O 263105 0 67836 0 13356 0 38484 0 733 0 383514 0 0 0 Roger Hall 262561 0 113774 0 27844 0 36255 0 3285 0 443719 0 0 0 Peter Heckathorn Sch O 392085 0 168882 0 44092 0 38496 0 3407 0 646962 0 0 0 Dr Tarek Eldawy 355222 0 532087 0 3263 0 16490 0 2279 0 909341 0 0 0 Dr Mark Boatright 347247 0 615186 0 1260 0 38496 0 2755 0 1004944 0 0 0 Dr Thomas Sunnenberg 496862 0 488713 0 25765 0 38500 0 3129 0 1052969 0 0 0 Dr Harish Malhotra 367115 0 510406 0 2356 0 0 0 878 0 880755 0 0 0 Dr Michael Goodman 446615 0 879796 0 3847 0 22000 0 3393 0 1355651 0 0 0 Deborah Bostic 200870 0 143159 0 199728 0 15652 0 5126 0 564535 0 0 0 Patrick Madden 332479 0 1532552 0 1845661 0 38500 0 4096 0 3753288 0 1182835 0 Part I, Line 1a An officer of Sacred Heart Health System was provided the benefit of first class travel and private charter travel. This benefit was treated as taxable compensation and included on the officer's Form W-2. Supplemental Information Part III Part I, Line 4a: Severance Payments: Patrick Madden - $421,880 Deborah Bostic - $152,872 Supplemental Information Part III Part I, Line 4b: Eligible executives participate in a program that provides for supplemental retirement benefits. The payment of benefits under the program, if any, is entirely dependent upon the facts and circumstances under which the executive terminates employment with the organization. Benefits under the program are unfunded and non-vested. Due to the substantial risk of forfeiture provision, there is no guarantee that these executives will ever receive any benefit under the program. Any amount ultimately paid under the program to the executive is reported as compensation on Form 990, Schedule J, Part II, Column B in the year paid. The following amount was paid from the 457(f) retirement plan related to amounts earned and reported on Form 990s in previous years: Patrick Madden - $1,182,835 Michael Goodman Initial Employment Loan X 100000 100000 0 0 1 100000 Greenhut Construction A Board Member at SHHS is a president/officer 1568327 Construction Svc 0 CNNM LLC A Board Member at SHHS is an owner of CNNM, LLC 285328 Building Lease 0 Emmanuel Sheppard and Condon A Board Member at SHHS is a partner at ESC 187761 Legal Svcs. 0 Schedule L, Part IV: Business Transactions Involving Interested Persons: All transactions reported on Part IV are reported as arms-length for fair market value. Form 990, Part VI, Section A, line 2 Robert Emmanuel and Karen Emanuel have a family relationship. Form 990, Part VI, Section A, line 6 Sacred Heart Health System, Inc. has a single corporate member, Ascension Health. Form 990, Part VI, Section A, line 7a Sacred Heart Health System, Inc. has a single corporate member, Ascension Health, who has the ability to elect members to the governing body of the Sacred Heart Health System, Inc. Form 990, Part VI, Section A, line 7b Ascension Health has designed a system authority matrix which assigns authority for key decisions that are necessary in the operation of the system. Specific areas that are identified in the authority matrix are: new organizations & major transactions; governing documents; appointments/removals; evaluation; debt limits; strategic & financial plans; assets; system policies & procedures. These areas are subject to certain levels of approval by Ascension per the system authority matrix. Form 990, Part VI, Section B, line 11 Management, including certain officers, works diligently to complete the Form 990 and attached schedules in a thorough manner. Prior to filing the return, all Board Members are provided the Form 990 and management team members are available to answer any Board Members questions. Form 990, Part VI, Section B, line 12c The organization regularly and consistently monitors and enforces compliance with the conflict of interest policy in that any director, principal officer, or member of a committee with governing board delegated powers, who has a direct or indirect financial interest, must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors and members of the committees with governing board delegated powers considering the proposed transaction or arrangement. The remaining individuals on the governing board or committee meeting will decide if conflicts of interest exist. Each director, principal officer and member of a committee with governing board delegated powers annually signs a statement which affirms such person has received a copy of the conflicts of interest policy, has read and understands the policy, has agreed to comply with the policy, and understands that the organization is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish its tax-exempt purpose. Form 990, Part VI, Section B, line 15 In determining compensation of the organization's CEO, the process included a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision. The Compensation Committee of Ascension Health reviewed and approved the CEO Compensation. In the review of the compensation, the CEO was compared to other organizations that hold the same title. During the review and approval of the compensation, documentation of the decision was recorded in the board minutes. Individual was not present when her compensation was decided. In determining compensation of other officers or key employees of the organization, the process included a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision. The Compensation Committee and the Board of Directors reviewed and approved the compensation. In the review of the compensation, the other officers or key employees of the organization were compared to employees who hold the same title in other similar organizations regionally and nationally. During the review and approval of the compensation, documentation of the decision was recorded in the board minutes. Individuals were not present when their compensation was decided. Form 990, Part VI, Section C, line 19 The organization will provide any documents open to public inspection upon request. Form 990, Part VII, Section A: Officers for Sacred Heart Health System provide services to Sacred Heart Health System and its subsidiaries. Hours worked are not tracked on an entity by entity basis. Therefore, where noted with a "Sch O" reference, officers hours reported on Form 990, Part VII, compensation of officers, directors, trustees, key employees, highest compensated employees, and independent contractors represent aggregate hours worked per week for all entities. Form 990, Part VII, Section B: Greenhut Construction received $1,568,327 for construction service. This amount includes services, labor, and materials. Mickelson Construction received $1,236,173 for construction service. This amount includes services, labor, and materials. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized gains on investments: 14,467,283. Deferred Pension Cost 25,329,719. Transfer to/from Affiliates -16,383,706. Transfer to Ascension -595,059. Restricted Cont used for Prop 1,693,470. Other Changes in Fund Balance 1,866,827. Donor restricted contributions 1,691,084. Total to Form 990, Part XI, Line 5: 28,069,618. Ascension Health PO Box 45998 St Louis MO 63145 311662309 National Health System MO Section 501(c)(3) Schedule A, Line 11a N/A 0 Haven of Our lady of Peace 5151 N 9th Ave Pensacola FL 32504 593620346 Nursing Home FL Section 501(c)(3) Schedule A, Line 9 Sacred Heart Health System 1 Sacred Heart Foundation 5151 N 9th Ave Pensacola FL 32504 592436597 Foundation FL Section 501(c)(3) Schedule A, Line 7 Sacred Heart Health System 1 Sacred Heart Health Ventures 5151 N 9th Ave Pensacola FL 32504 571183283 Investment FL Section 501(c)(3) Schedule A, Line 11a Sacred Heart Health System 1 Interventional Rehabilitation Center LLC 1549 Airport Blvd Suite 420 Pensacola FL 32503 593673361 Medical Services FL N/A 0.51000 PET LLC 5149 North 9th Ave Suite 124 Pensacola FL 32504 593788701 Medical Services FL N/A 0.51000 Emerald Coast Radiation Oncology Center LLC 7720 US Highway 98 W Miramar Beach FL 32550 680507481 Medical Services FL N/A 1.00000 Endoscopy Group LLC 4810 North Davis HWY Pensacola FL 32503 593519881 Medical Services FL N/A 0.60000 Gulf Region Radiation Oncology MSO LLC 5147 N 9th Ave Pensacola FL 32504 260623827 Medical Management Services FL Sacred Heart Health System Inc Related 404578 6984319 0 0 0.51000 Gulf Coast Diversified Inc 5154 N 9th Ave Pensacola FL 32507 592432798 Investment FL Sacred Heart Health System Inc C 106478 16836031 1.00000 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 Sacred Heart Foundation R 1982678 Cost Haven of Our Lady of Peace Inc C 1077640 Cost Haven of Our Lady of Peace Inc P 193613 Cost Sacred Heart Foundation P 121958 Cost