BEACON HEALTH SYSTEM INC: Form 990EZ, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BEACON HEALTH SYSTEM INC (EIN 45-3864076)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201223199349201282
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-14T11:39:39-06:00 | 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 SUITE 2600 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453864076 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEACON HEALTH SYSTEM INC | BusinessNameLine1 |
| Business Name Line2 | F/K/A ELKHART/MEMORIAL TOPCO INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % JEFFREY COSTELLO | InCareOfName |
| Name Control | BEAC | NameControl |
| Phone | 5746473549 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 N Michigan St | 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 | VP/CFO | Title |
| Date Signed | 2012-11-07 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3176817000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Initial Return | X | InitialReturn |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | N/A | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 0 | GrossReceipts |
| Program Service Revenue | 0 | ProgramServiceRevenue |
| Membership Dues | 0 | MembershipDues |
| Other Revenue Total | 0 | OtherRevenueTotal |
| Total Revenue | 0 | TotalRevenue |
| Salaries Other Comp Empl Benefits | 0 | SalariesOtherCompEmplBenefits |
| Total Expenses | 0 | TotalExpenses |
| Excess Or Deficit For Year | 0 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 0 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 0 | NetAssetsOrFundBalancesEOY |
| Cash Savings And Investments | CashSavingsAndInvestments |
Land And Buildings LandAndBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Primary Exempt Purpose | BEACON HEALTH SYSTEM, INC. (F/K/A ELKHART/MEMORIAL TOPCO, INC.) (BEACON), IS AN INDIANA NONPROFIT CORPORATION THAT HAS BEEN CREATED TO SERVE AS THE PARENT ORGANIZATION FOR TWO HEALTH SYSTEMS: ELKHART GENERAL HOSPITAL, INC. AND MEMORIAL HEALTH SYSTEM, INC. BEACON'S PRIMARY PURPOSE WILL BE TO ENGAGE IN ADMINISTRATIVE AND MANAGEMENT FUNCTIONS, TYPICAL OF HEALTH SYSTEM PARENT ORGANIZATIONS, TO FURTHER THE CHARITABLE PURPOSES OF ITS SUPPORTED ENTITIES. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | BEACON HEALTH SYSTEM, INC. (F/K/A ELKHART/MEMORIAL TOPCO, INC.) (BEACON) IS THE NEWLY FORMED PARENT OF ELKHART GENERAL HOSPITAL, INC. AND MEMORIAL HEALTH SYSTEM, INC. AND THEIR RESPECTIVE ENTITIES. THESE HOSPITAL SYSTEMS HAVE COMBINED TO FORM A NEW SINGLE SYSTEM. BEACON WILL PROVIDE COORDINATION FOR THE ORGANIZATIONS WITHIN THE NEW SYSTEM IN SUCH MATTERS AS APPROVING BUDGETS, STRATEGIC PLANNING, MARKETING, ALLOCATING RESOURCES, SECURING TAX-EXEMPT BOND FINANCING AND PROVIDING COMMUNITY EDUCATION. | DescriptionProgramServiceAccom |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IV | X | InfoInScheduleOPartIV |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (14 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| Donald R Anderson | ||||||||
| 615 N MICHIGAN ST | SOUTH BEND | IN | 46601 | Director | 2.0 | 0 | 0 | 0 |
| Bipin N Doshi | ||||||||
| 615 N MICHIGAN ST | SOUTH BEND | IN | 46601 | Director | 2.0 | 0 | 0 | 0 |
| Ron Fenech | ||||||||
| 615 N MICHIGAN ST | SOUTH BEND | IN | 46601 | Director | 2.0 | 0 | 0 | 0 |
| Walter Halloran MD | ||||||||
| 615 N Michigan St | South Bend | IN | 46601 | Director | 2.0 | 0 | 0 | 0 |
| Larry D Harding | ||||||||
| 615 N MICHIGAN ST | SOUTH BEND | IN | 46601 | Director | 2.0 | 0 | 0 | 0 |
| Vincent Henderson MD | ||||||||
| 615 N MICHIGAN ST | SOUTH BEND | IN | 46601 | Director | 2.0 | 0 | 0 | 0 |
| JohN P HILER | ||||||||
| 615 N MICHIGAN ST | SOUTH BEND | IN | 46601 | Director | 2.0 | 0 | 0 | 0 |
| Jesse Hsieh MD | ||||||||
| 615 N MICHIGAN ST | SOUTH BEND | IN | 46601 | Director | 2.0 | 0 | 0 | 0 |
| Wellington D JONES III | ||||||||
| 615 N MICHIGAN ST | SOUTH BEND | IN | 46601 | Director | 2.0 | 0 | 0 | 0 |
| Don L Krabill | ||||||||
| 615 N MICHIGAN ST | SOUTH BEND | IN | 46601 | Director | 2.0 | 0 | 0 | 0 |
| DanieL A Morrison | ||||||||
| 615 N MICHIGAN ST | SOUTH BEND | IN | 46601 | Director | 2.0 | 0 | 0 | 0 |
| Vivian G Sallie | ||||||||
| 615 N MICHIGAN ST | SOUTH BEND | IN | 46601 | Director | 2.0 | 0 | 0 | 0 |
| J Scott Troeger | ||||||||
| 615 N MICHIGAN ST | SOUTH BEND | IN | 46601 | Director | 2.0 | 0 | 0 | 0 |
| David Van Ryn MD | ||||||||
| 615 N MICHIGAN ST | SOUTH BEND | IN | 46601 | Director | 2.0 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Direct Indirect Political Expend | 0 | DirectIndirectPoliticalExpend |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Loans To From Officers | 0 | LoansToFromOfficers |
| Initiation Fees And Capital Contri | 0 | InitiationFeesAndCapitalContri |
| Gross Receipts For Public Use | 0 | GrossReceiptsForPublicUse |
| Tax Imposed Under IRC4911 | 0 | TaxImposedUnderIRC4911 |
| Tax Imposed Under IRC4912 | 0 | TaxImposedUnderIRC4912 |
| Tax Imposed Under IRC4955 | 0 | TaxImposedUnderIRC4955 |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Amount Of Tax Imposed On Org Mgr | 0 | AmountOfTaxImposedOnOrgMgr |
| Amount Of Tax Reimbursed By Org | 0 | AmountOfTaxReimbursedByOrg |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JEFFREY COSTELLO | NamePerson |
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) |
|---|---|---|
| Telephone Number | 5746473549 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction With Control Entity | false | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Filed Schedule A | true | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type3 Func Int | X | SupportingOrg509a3Type3FuncInt |
| Written IRS Determination | X | WrittenIRSDetermination |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (3 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| MEMORIAL HEALTH SYSTEM INC | |||||
| 351536132 | 09 | true | true | true | $0 |
| ELKHART GENERAL HOSPITAL INC | |||||
| 350877574 | 03 | true | true | true | $0 |
| MEMORIAL HOSPITAL OF SOUTH BEND INC | |||||
| 350868132 | 03 | true | true | true | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 3 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 0 | SumOfAmounts |
| First5 Years170 | X | First5Years170 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | TAX EXEMPT STATUS GRANTED | Identifier |
| Return Reference | FORM 990EZ, PART I, BOX J | ReturnReference |
| Explanation | BEACON HEALTH SYSTEM, INC. (F/K/A ELKHART/MEMORIAL TOPCO, INC.) (BEACON) RECEIVED A DETERMINATION OF TAX EXEMPT STATUS FROM THE IRS IN SEPTEMBER 2012. IN ACCORDANCE WITH THE IRS DETERMINATION LETTER, BEACON'S EXEMPT STATUS IS EFFECTIVE RETROACTIVELY TO NOVEMBER 23, 2011, BEACON'S INCEPTION DATE. | Explanation |
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