WA FOOTE MEMORIAL HOSPITAL: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: WA FOOTE MEMORIAL HOSPITAL (EIN 38-2027689)
Tax period: 2010-07-01 to 2011-06-30
Filed: 2012-05-11
IRS object ID: 201241329349302554
Schema version: 2010v3.2
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	2012-05-11T13:39:59-05:00	Timestamp
Tax Period End Date	2011-06-30	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	41 South High Street	AddressLine1
City	Columbus	City
State	OH	State
ZIP Code	43215	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2010-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	382027689	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	WA Foote Memorial Hospital	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	WAFO	NameControl
Phone	5177884800	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	205 N East Avenue	AddressLine1
City	Jackson	City
State	MI	State
ZIP Code	49201	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	Georgia Fojtasek	Name
Title	President & CEO	Title
Phone	5177884800	Phone
Date Signed	2012-05-09	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Phone	6142245678	Phone

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Doing Business As DoingBusinessAs

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

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	Georgia Fojtasek	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	205 N East Avenue	AddressLine1
City	Jackson	City
State	MI	State
ZIP Code	49201	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	425672065	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	www.allegiancehealth.org	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1970	YearFormation
State Legal Domicile	MI	StateLegalDomicile
Activity Or Mission Description	We lead our community to better health and well-being at every stage of life.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	14	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	6	NbrIndependentVotingMembers
Total Nbr Employees	3893	TotalNbrEmployees
Total Nbr Volunteers	1003	TotalNbrVolunteers
Total Gross UBI	4417478	TotalGrossUBI
Net Unrelated Business Txbl Income	-83783	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	329296	ContributionsGrantsPriorYear
Contributions Grants Current Year	834666	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	398700557	ProgramServiceRevenuePriorYear
Program Service Revenue CY	388344564	ProgramServiceRevenueCY
Investment Income Prior Year	6581716	InvestmentIncomePriorYear
Investment Income Current Year	5560340	InvestmentIncomeCurrentYear
Other Revenue Prior Year	5781789	OtherRevenuePriorYear
Other Revenue Current Year	6853959	OtherRevenueCurrentYear
Total Revenue Prior Year	411393358	TotalRevenuePriorYear
Total Revenue Current Year	401593529	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	630000	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	665000	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	196367464	SalariesEtcPriorYear
Salaries Etc Current Year	204451189	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	203579989	OtherExpensePriorYear
Other Expenses Current Year	198925461	OtherExpensesCurrentYear
Total Expenses Prior Year	400577453	TotalExpensesPriorYear
Total Expenses Current Year	404041650	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	10815905	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-2448121	RevenuesLessExpensesCY
Total Assets BOY	431509319	TotalAssetsBOY
Total Assets EOY	471756796	TotalAssetsEOY
Total Liabilities BOY	277912504	TotalLiabilitiesBOY
Total Liabilities EOY	270066283	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	153596815	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	201690513	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	Our MissionWe lead our community to better health and well-being at every stage of life.Our ValuesCompetence: expertise in carrying out responsibilities and inspiring others to have confidence in you.Integrity: behavior that is honest, fair, trustworthy and sincere, strength of character and respect for others.Teamwork: working together in an environment of mutual respect.Diversity: respect for individual beliefs, uniqueness, and differences.Quality: committment to excellence in care.Compassion: acknowledging the feelings of others with empathy, support, encouragement, and sensitivity. Listening and responding to individual needs in a patient and caring manner.Customer Service: taking pride in providing service beyond expectations.Healing Environment: providing an environment that promotes an atmosphere of trust, comfort, healing and security.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	322528308	Expense
Grants	665000	Grants
Revenue	388746698	Revenue
Description	The Hospital devotes substantial efforts and resources to providing health services to people in its communities. The Hospital is engaged in the following activities to ensure that our mission is accomplished:Unreimbursed Services Provided to the Elderly and the Poor:The Hospital provides a substantial portion of its services to the elderly and poor. During the fiscal year ended June 30, 2011, approximately 43% of the value of services rendered were to elderly patients under the Medicare program, and approximately 18% of the services were provided to patients who were deemed indigent under state, county, or Medicaid Center guidelines.In the spirit of our mission and values, the Hospital has taken proactive steps to address those issues that will affect accessibility, the financing, and the delivery of healthcare services to all persons. During the fiscal year ended June 30, 2011, the estimated unreimbursed cost of services provided to the elderly, uninsured, and the underinsured totaled $21.4 million. In addition, the Hospital provided charity care of $37.2 million and recorded a provision for bad debts of $31.7 million. Consistent with Schedule H reporting at cost bad debt and charity care at cost for fiscal year 2011 was $10.1 million and $11.7 million respectively.Patient Services:The Hospital serves seven counties with a medical staff of more than 400 physicians. A complete listing of services is available on the internet at AllegianceHealth.org.The Hospital supports unprofitable/subsidized health services including inpatient and outpatient mental health and substance abuse services, obstetrics, emergency and trauma services, general medicine, family/general practice, senior services, cardiac and pulmonary rehabilitation, palliative care, wound care, pain clinic and diabetes clinic.Community Benefit Activities:The Hospital is engaged in community programs and services that address identified community health needs regardless of source or availability of payment and provide measurable improvement in health access, health status, and the use of healthcare resources. These programs address one of the six criteria:Supports the Hospitals community based missionTargets the problems of the poor or medically underservedImpacts the health status of the identified communityReduces community health costsIs accessible to the entire target community regardless of ability to payStimulates external community partnershipsThe Health Improvement Organization (HIO) was created by Allegiance Health in 2001 to promote a culture of continuous health improvement in our community and integrate wellness and prevention throughout our services. The Allegiance Department of Prevention and Community Health provides staff and infrastructure to facilitate the coordination of local health improvement activities. The HIO Coordinating Council (HIO CC) is a multi-disciplinary stakeholders group led by Allegiance Health with representation from local government, public health, health care, health and human service agencies and nonprofits, school districts, health plans, mental health, employers and the faith community. The HIO CC coordinates efforts across community leaders in health to create unprecedented alignment of goals and resources, as well as a strong community platform for advocacy. The work of the HIO CC has culminated in the completion of a Community Action Plan including Goals, Objectives and Strategies to address physical activity, nutrition, tobacco, and depression in Jackson County based on assessment and data-driven processes, as well as input from over 30 representatives from local health and human service agencies, and over 100 community stakeholders. The overarching tactics that the Community Action Plan relies upon include evidence-based activities to:Enhance media attention and public recognition of healthy lifestyle practices;Improve access to healthy foods and safe, attractive, affordable places for activity through supportive policies and physical environment changes; Provide social support and services that promote consistent screening, referral and supportive relationships for physical activity, nutrition, mental health and smoking behavior change.Health Improvement Organization: The HIO builds upon existing community strengths and infrastructure to support implementation of health initiatives that have been prioritized as part of a community wide plan with significant community engagement and an established infrastructure to support longevity. In addition to operational support for the HIO CC, the Allegiance Health Department of Prevention and Community Health provides subject matter expertise on wellness and prevention at the Board, Service Line and community level, and direct service delivery (including employer-based health management, tobacco treatment services, weight management, faith community nursing, etc.) to a broad base of community members to support the health improvement priorities identified by the HIO. The Department of Prevention and Community Health has an annual budget of around $1.5 million. Since 2001, the Hospital has committed over $19.6 million of funding to this program.Other Community Benefit Activities:Through Community Education and Outreach, the Hospital provided educational sessions and clinics that reached 145,808 individuals at a cost of $216,788 in fiscal year 2011. The sessions/clinics included education on asthma, AIDS/HIV, diabetes, family planning, fitness/exercise, health, heart, nutrition and weight management, pulmonary, smoking cessation, and womens health. These educational offerings were located at the Hospital, community fairs, parishes, schools, work sites and by phone. Free Medical Screenings for high blood pressure, diabetes, mental health/depression, vascular disease and womens health served 1,288 community members at a cost of $12,455 in fiscal year 2011.The hospital funded a 24 hour nurse call center providing health information to the community. The cost of the center in fiscal year 2011 was $320,779.Support Groups for asthma/COPD/breathing, bereavement/grief, cancer, diabetes and stroke, among others, served 1,970 community members in fiscal year 2011 at a cost of $8,787.Counseling services for families and smoking cessation were provided to 3,751 community members at a cost of $45,237 in fiscal year 2011.Free and discounted prescription drug and medical supplies were provided to 46,959 community members at a cost of $361,689 during fiscal year 2011. Through Meals on Wheels and other food donation programs, the Hospital served 24,478 individuals at a cost of $34,391.Transportation Assistance, including wheelchair van, ambulance, transport to and from cancer centers and cab service served 4,003 community members in fiscal year 2011 at a cost of $89,898.Partnerships:The Hospital played a leadership role in the establishment of the Center for Family Health, a Federally Qualified Health Center, providing $635,000 in fiscal year 2011 support for the uninsured.The Hospital played a leadership role in the establishment of the Jackson County Health Plan, whose mission is to improve healthcare coverage in Jackson County for the underserved.The Hospital partnered with the medical staff and community to establish the Project Access Program which provides free physician and hospital care for 500 community members that do not qualify for federal or state financial assistance and are uninsured. The Hospital provides free care for medically necessary hospital based services. The $2,126,690 cost of this care is included in the reported charity care total above.Hospital executive staff sit on a number of governance boards of non-profit organizations in our community, such as Center for Family Health, Ella Sharp Museum, Jackson Community Foundation, Fitness Council of Jackson, Allegiance Hospice, Allegiance Health Foundation, Carelink, Healthlink, Jackson Community Ambulance, Huron Valley Ambulance, Jackson Community Medical Record, Michigan Health Information Network, United Way of Jackson, Jackson Health Network, Junior Achievement of the Michigan Edge, Jackson Symphony Orchestra Guild, Michigan Association of Health Care Philanthropy, Gift of Life and the nursing advisory boards for Jackson Community College, Spring Arbor University and the University of Michigan.The Hospital is also represented on public and private organizations including the Greater Jackson Chamber of Commerce, The Enterprise Group of Jackson, Inc. (Economic Development), Jackson Citizens For Economic Growth and South Central Michigan Works. The Hospital donates office space to two area non-profit organizations. These organizations are the Enterprise Group of Jackson, Inc. and Birthline of Jackson.	Description
Total Program Service Expense	322528308	TotalProgramServiceExpense
Described In501 C3	1	DescribedIn501C3
Schedule B Required	1	ScheduleBRequired
Political Activities	0	PoliticalActivities
Lobbying Activities	1	LobbyingActivities
Donor Advised Funds	0	DonorAdvisedFunds
Conservation Easements	0	ConservationEasements
Collections Of Art	0	CollectionsOfArt
Credit Counseling	0	CreditCounseling
Term Or Permanent Endowments	1	TermOrPermanentEndowments
Report Land Bldg Equip	1	ReportLandBldgEquip
Report Invest Oth Securities	0	ReportInvestOthSecurities
Report Prog Rel Invest	0	ReportProgRelInvest
Report Other Assets	0	ReportOtherAssets
Report Other Liabilities	1	ReportOtherLiabilities
Report Fin48 Footnote	0	ReportFin48Footnote
Independent Audit Financial Stmt	0	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	1	ConsolidatedAuditFinancialStmt
School	0	School
Foreign Office	1	ForeignOffice
Foreign Activities	1	ForeignActivities
More Than5000 K To Organizations	0	MoreThan5000KToOrganizations
More Than5000 K To Individuals	0	MoreThan5000KToIndividuals
Professional Fundraising	0	ProfessionalFundraising
Fundraising Activities	0	FundraisingActivities
Gaming	0	Gaming
Hospital	1	Hospital
Financial Stmt Attached	1	FinancialStmtAttached
Grants To Organizations	1	GrantsToOrganizations
Grants To Individuals	0	GrantsToIndividuals
Schedule J Required	1	ScheduleJRequired
Tax Exempt Bonds	1	TaxExemptBonds
Invest Tax Exempt Bonds	0	InvestTaxExemptBonds
Escrow Account	0	EscrowAccount
On Behalf Of Issuer	0	OnBehalfOfIssuer
Excess Benefit Transaction	0	ExcessBenefitTransaction
Prior Excess Benefit Transaction	0	PriorExcessBenefitTransaction
Loan To Officer Or DQP	1	LoanToOfficerOrDQP
Grant To Related Person	0	GrantToRelatedPerson
Bsnss Rltnshp With Organization	1	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	1	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	1	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	0	DeductibleNonCashContributions
Deductible Contributions Of Art	0	DeductibleContributionsOfArt
Terminated	0	Terminated
Partial Liquidation	0	PartialLiquidation
Disregarded Entity	0	DisregardedEntity
Related Entity	1	RelatedEntity
Related Org Controlled Entity	1	RelatedOrgControlledEntity
Transaction Related Entity	1	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	0	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	275	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	1	ComplianceWithBackupWitholding
Number Of Employees	3893	NumberOfEmployees
Employment Tax Returns Filed	1	EmploymentTaxReturnsFiled
Unrelated Business Income	1	UnrelatedBusinessIncome
Form990-T Filed	1	Form990-TFiled
Foreign Financial Account	1	ForeignFinancialAccount
Name Of Foreign Country	CJ	NameOfForeignCountry
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTrans
Taxable Party Notification	0	TaxablePartyNotification
Non Deductible Contributions	0	NonDeductibleContributions
Quid Pro Quo Contributions	0	QuidProQuoContributions
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOf
Funds To Pay Premiums	0	FundsToPayPremiums
Premiums Paid	0	PremiumsPaid
Indoor Tanning Services	0	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	14	NbrVotingGoverningBodyMembers
Number Independent Voting Members	6	NumberIndependentVotingMembers
Family Or Business Relationship	0	FamilyOrBusinessRelationship
Delegation Of Management Duties	0	DelegationOfManagementDuties
Changes To Organizing Docs	0	ChangesToOrganizingDocs
Material Diversion Or Misuse	0	MaterialDiversionOrMisuse
Members Or Stockholders	1	MembersOrStockholders
Election Of Board Members	1	ElectionOfBoardMembers
Decisions Subject To Approval	1	DecisionsSubjectToApproval
Minutes Of Governing Body	1	MinutesOfGoverningBody
Minutes Of Committees	1	MinutesOfCommittees
Officer Mailing Address	0	OfficerMailingAddress
Local Chapters	0	LocalChapters
Form990 Provided To Governing Body	1	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	1	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	1	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	1	RegularMonitoringEnforcement
Whistleblower Policy	1	WhistleblowerPolicy
Document Retention Policy	1	DocumentRetentionPolicy
Compensation Process CEO	1	CompensationProcessCEO
Compensation Process Other	1	CompensationProcessOther
Investment In Joint Venture	1	InvestmentInJointVenture
Written Policy Or Procedure	1	WrittenPolicyOrProcedure
Own Website	X	OwnWebsite
Other Website	X	OtherWebsite
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

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

Field	Value	IRS element (for citing)
Telephone Number	5177884800	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	205 N East Avenue	AddressLine1
City	Jackson	City
State	MI	State
ZIP Code	49201	ZIPCode

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

Form990 Part VII Section A Form990PartVIISectionA (33 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	FormerFormer
Georgia Fojtasek
President & CEO	60.00	X	X	1331928	0	136510
Aaron Boatin
Director	2.00	X		0	0	0
Neeta Delaney
Director	2.00	X		0	0	0
Doug Finch
Director	2.00	X		0	0	0
David Halsey
Director	2.00	X		31697	0	0
Steven Hogwood
Director	2.00	X		0	0	0
Nitin Ambani
Chief of Staff	5.00	X		20081	0	0
Mohan Kulkarni
Chief of Staff thru 12/31/10	5.00	X		139228	0	0
Richard LaFlamme
Vice Chairman	2.00	X		0	0	0
Tim Levy
Director	2.00	X		0	0	0
John Nally
Secretary/Treasurer	2.00	X	X	0	0	0
Harish Rawal
Director	2.00	X		7103	0	0
Larry Schultz
Chairman	5.00	X		0	0	0
Michael Shirkey
Director thru 11/01/10	2.00	X		0	0	0
Lynn VanWagnen
Director	2.00	X		0	0	0
Mark Zande
Director thru 03/31/11	2.00	X		0	0	0
Michael Shore
Director	2.00	X		0	0	0
Karen Chaprnka
SVP & COO	60.00		X	462426	0	68199
Jeanne Wickens
SVP & CFO	60.00		X	404493	0	71139
Richard Warren
SVP & CIO	60.00		X	318797	0	77285
Jacalyn Liebowitz
SVP Patient Care	60.00		X	314894	0	60316
Kenneth Empey
General Counsel	60.00		X	262707	0	34174
Cheryl Lamborn
VP Human Resources	60.00		X	122775	0	19852
Anthony Gardner
VP Marketing	60.00		X	221809	0	40954
William Kiel
VP Development	60.00		X	187205	0	47387
Ray King
Chief Medical Officer	60.00		X	365027	0	68255
Timothy Keener
SVP Strategy thru 04/29/11	60.00		X	268219	0	46274
Max Hutton
Physician	50.00			669967	0	64157	X
Ryan Beekman
Physician	50.00			742501	0	73437	X
Stanley Lee
Physician	50.00			622728	0	72276	X
Joann Hirth
Physician	50.00			552981	0	46557	X
Malcolm Trimble
Physician	50.00			546992	0	61439	X
Janet Blair
VP Human Resources	60.00			160394	0	5492		X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	7753952	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	993703	TotalOtherCompensation
Number Individuals GT100 K	188	NumberIndividualsGT100K
Formers Listed	1	FormersListed
Total Comp GT150 K	1	TotalCompGT150K
Compensation From Other Sources	0	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation
Huron Consulting
550 W Van Buren	Chicago	IL	60607	Consulting Services	4091356
McKesson Information Solutions
One Post Street	San Francisco	CA	94104	Medical Information Services	3565129
Pulmonary Clinic of Southern Michigan
900 East Michigan Avenue	Jackson	MI	49201	Medical Services	2302945
University of Michigan
1500 E Medical Center Dr	Ann Arbor	MI	48109	Medical & Educational Services	1831382
Independent Emergency Physicians PC
PO Box 100	Royal Oak	MI	48068	Emergency Room Services	1632884

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	190	NumberOfContractorsGT100K
Related Organizations	834666	RelatedOrganizations
Total Contributions	834666	TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	Unrelated Business RevenueUnrelatedBusinessRevenue
Patient Service Revenu	621990	388067191	384690807	3376384
FHC Associates & JCA	621910	277373	277373

Field	Value	IRS element (for citing)
Total Program Service Revenue	388344564	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	5247812	TotalRevenueColumn
Exclusion	$5,247,812	ExclusionAmount

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	1553471	Real

Less Rental Expenses LessRentalExpenses

Field	Value	IRS element (for citing)
Real	1257431	Real

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	296040	Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	296040	TotalRevenueColumn
Exclusion	$296,040	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	22365404	Securities
Other	768229	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	22043186	Securities
Other	777919	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	322218	Securities
Other	-9690	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	312528	TotalRevenueColumn
Exclusion	$312,528	ExclusionAmount

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	Unrelated Business RevenueUnrelatedBusinessRevenue	ExclusionExclusionAmount
Services to Affiliates	561000	3633788	2953243	680545
Cafeteria	722210	1738307			$1,738,307
Vendor Rebates	621990	493887	493887

Miscellaneous Revenue MiscellaneousRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	691937	TotalRevenueColumn
Related Or Exempt Function Income	331388	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	360549	UnrelatedBusinessRevenue

Field	Value	IRS element (for citing)
Total Other Revenue	6557919	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	401593529	TotalRevenueColumn
Related Or Exempt Function Income	388746698	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	4417478	UnrelatedBusinessRevenue
Exclusion	$7,594,687	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	665000	Total
Program Services	665000	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	5289347	Total
Management And General	5289347	ManagementAndGeneral

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	297850	Total
Management And General	297850	ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	162648569	Total
Program Services	134293763	ProgramServices
Management And General	28354806	ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	12490539	Total
Program Services	9970540	ProgramServices
Management And General	2519999	ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	12194872	Total
Program Services	9734525	ProgramServices
Management And General	2460347	ManagementAndGeneral

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	11530012	Total
Program Services	9203802	ProgramServices
Management And General	2326210	ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	3345768	Total
Management And General	3345768	ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	547231	Total
Program Services	436826	ProgramServices
Management And General	110405	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	257700	Total
Management And General	257700	ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	195636	Total
Management And General	195636	ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	262754	Total
Management And General	262754	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	36004487	Total
Program Services	28740488	ProgramServices
Management And General	7263999	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	1702075	Total
Program Services	1358677	ProgramServices
Management And General	343398	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	16268256	Total
Program Services	12986093	ProgramServices
Management And General	3282163	ManagementAndGeneral

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	9727270	Total
Program Services	7764768	ProgramServices
Management And General	1962502	ManagementAndGeneral

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	6576238	Total
Program Services	5249465	ProgramServices
Management And General	1326773	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	395680	Total
Program Services	315851	ProgramServices
Management And General	79829	ManagementAndGeneral

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	395680	Total
Program Services	315851	ProgramServices
Management And General	79829	ManagementAndGeneral

Interest Interest

Field	Value	IRS element (for citing)
Total	7161755	Total
Program Services	5716852	ProgramServices
Management And General	1444903	ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	24367537	Total
Program Services	19451323	ProgramServices
Management And General	4916214	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	4802508	Total
Program Services	3833590	ProgramServices
Management And General	968918	ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
Pharmaceuticals	32880459	32880459
Medical supplies	32878735	32878735
Swap Loss Transaction	12441000		12441000
Food	2154323	2154323
Bond Loss Transaction	1982992		1982992

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	4577377	Total
Program Services	4577377	ProgramServices

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	404041650	Total
Program Services	322528308	ProgramServices
Management And General	81513342	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	4819088	BOY
EOY	10694871	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	22894310	BOY
EOY	9144349	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	51390158	BOY
EOY	53695026	EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

Field	Value	IRS element (for citing)
BOY	47120	BOY
EOY	42685	EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

Field	Value	IRS element (for citing)
BOY	15263	BOY
EOY	60000	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	2035406	BOY
EOY	1889563	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	6393449	BOY
EOY	6525464	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	6986127	BOY
EOY	7684889	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	329782290	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	169574994	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	164861287	BOY
EOY	160207296	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	165242839	BOY
EOY	215114646	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	6824272	BOY
EOY	6698007	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	431509319	BOY
EOY	471756796	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	26773338	BOY
EOY	33438347	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	159835000	BOY
EOY	173518633	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	91304166	BOY
EOY	63109303	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	277912504	BOY
EOY	270066283	EOY

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

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	153596815	BOY
EOY	201690513	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	153596815	BOY
EOY	201690513	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	431509319	BOY
EOY	471756796	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	-2448121	ReconcilationRevenueExpenses
Reconcilation Other Changes	50541819	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	1	FSAudited
Audit Committee	1	AuditCommittee
Financial Statement Consolidated	X	FinancialStatementConsolidated
Federal Grant Audit Required	0	FederalGrantAuditRequired

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)
Volunteers	0	Volunteers
Paid Staff Or Management	0	PaidStaffOrManagement
Media Advertisements	0	MediaAdvertisements
Mailings Members	0	MailingsMembers
Publications Or Broadcast	0	PublicationsOrBroadcast
Grants Other Organizations	0	GrantsOtherOrganizations
Direct Contact Legislators	1	DirectContactLegislators
Direct Contact Legislators	$195,636	DirectContactLegislatorsAmount
Rallies Demonstrations	0	RalliesDemonstrations
Other Activities	0	OtherActivities
Total Lobbying Expenditures IIB	195636	TotalLobbyingExpendituresIIB
Not Described In501c3	0	NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

Field	Value	IRS element (for citing)
Identifier	Part IV, Supplemental Information:	Identifier
Explanation	Part II-B, Line 1(g) Description of Lobbying Activities: Health care is a highly-regulated field, requiring frequent and high-level communication with regulators and elected officials. A small investment in lobbying enables us to remain in contact with legislators and government agencies, maximize the resources with which we are entrusted and assure that we provide the best care to our community. Allegiance enlists the services of several lobbying consultants, attorneys and healthcare trade associations.	Explanation

Schedule D IRS990ScheduleD

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	642729	BeginningOfYearBalance
Contributions	2045207	Contributions
Investment Earnings Or Losses	-5012	InvestmentEarningsOrLosses
Grants Or Scholarships	849502	GrantsOrScholarships
Administrative Expenses	709305	AdministrativeExpenses
End Of Year Balance	1124117	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	42176	BeginningOfYearBalance
Contributions	946077	Contributions
Other Expenditures	345524	OtherExpenditures
End Of Year Balance	642729	EndOfYearBalance

Field	Value	IRS element (for citing)
Term Endowment EOY Balance	1.00000	TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs	0	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	1	EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R	1	AreRelatedOrgsListedScheduleR

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	9630527	OtherCostOrOtherBasis
Book Value	9630527	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	175606490	OtherCostOrOtherBasis
Depreciation	76518774	Depreciation
Book Value	99087716	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	130802238	OtherCostOrOtherBasis
Depreciation	90377047	Depreciation
Book Value	40425191	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	13743035	OtherCostOrOtherBasis
Depreciation	2679173	Depreciation
Book Value	11063862	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	160207296	TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (4 entries)

DescriptionDescription	AmountAmount
Accrued Payroll and Payroll Taxes	$17,462,913
Retirement Plan Liability	$31,702,583
Accrued Interest Payable	$630,106
Other Liabilities	$13,313,701

Field	Value	IRS element (for citing)
Total Of Amounts	63109303	TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

Field	Value	IRS element (for citing)
Identifier	Description of Intended Use of Endowment Funds:	Identifier
Return Reference	Part V, Line 4:	ReturnReference
Explanation	The organization's endowment funds are used for various charitable hospital programs including treatment of uninsured patients and community preventative health education.	Explanation

Schedule F IRS990ScheduleF

Accts Actvs Out US Table AcctsActvsOutUSTable

Field	Value	IRS element (for citing)
Region	Cayman Islands	Region
Number Of Offices	0	NumberOfOffices
Number Of Employees	1	NumberOfEmployees
Type Of Activities Conducted	Program Services	TypeOfActivitiesConducted
Specific Services Provided	Self & Malpractice Insurance	SpecificServicesProvided
Total Expenditures	3597932	TotalExpenditures

Field	Value	IRS element (for citing)
Subtotal Number Of Employees	1	SubtotalNumberOfEmployees
Cont Number Of Employees	0	ContNumberOfEmployees
Total Number Of Employees	1	TotalNumberOfEmployees
Subtotal Amount Spent	3597932	SubtotalAmountSpent
Cont Amount Spent	0	ContAmountSpent
Total Amount Spent	3597932	TotalAmountSpent
Transfer To Foreign Corp	1	TransferToForeignCorp
Interest In Foreign Trust	0	InterestInForeignTrust
Own Foreign Corp	1	OwnForeignCorp
Passive Foreign Invest Co	0	PassiveForeignInvestCo
Foreign Partnership	0	ForeignPartnership
Boycott Countries	0	BoycottCountries

Schedule H IRS990ScheduleH

Field	Value	IRS element (for citing)
Charity Care Policy	1	CharityCarePolicy
Written Policy	1	WrittenPolicy
FPG Reference Free Care	1	FPGReferenceFreeCare
Pcent200	X	Pcent200
FPG Reference Discounted Care	1	FPGReferenceDiscountedCare
Pcent350	X	Pcent350
Free Disc Care Medically Indigent	1	FreeDiscCareMedicallyIndigent
Amounts Budgeted For Charity Care	1	AmountsBudgetedForCharityCare
Expenses Exceeded Budget	1	ExpensesExceededBudget
Unable To Provide Care	0	UnableToProvideCare
Annual Community Benefit Report	1	AnnualCommunityBenefitReport
Report Publically Available	1	ReportPublicallyAvailable

Charity Care At Cost CharityCareAtCost

Field	Value	IRS element (for citing)
Total Community Benefit Expense	11740838	TotalCommunityBenefitExpense
Direct Offsetting Revenue	32725	DirectOffsettingRevenue
Net Community Benefit Expense	11708113	NetCommunityBenefitExpense
Percent Of Total Expense	0.02900	PercentOfTotalExpense

Unreimbursed Medicaid UnreimbursedMedicaid

Field	Value	IRS element (for citing)
Total Community Benefit Expense	64092833	TotalCommunityBenefitExpense
Direct Offsetting Revenue	51980711	DirectOffsettingRevenue
Net Community Benefit Expense	12112122	NetCommunityBenefitExpense
Percent Of Total Expense	0.03000	PercentOfTotalExpense

Total Charity Care TotalCharityCare

Field	Value	IRS element (for citing)
Total Community Benefit Expense	75833671	TotalCommunityBenefitExpense
Direct Offsetting Revenue	52013436	DirectOffsettingRevenue
Net Community Benefit Expense	23820235	NetCommunityBenefitExpense
Percent Of Total Expense	0.05900	PercentOfTotalExpense

Community Health Services CommunityHealthServices

Field	Value	IRS element (for citing)
Total Community Benefit Expense	1021626	TotalCommunityBenefitExpense
Net Community Benefit Expense	1021626	NetCommunityBenefitExpense
Percent Of Total Expense	0.00250	PercentOfTotalExpense

Cash And In Kind Contributions CashAndInKindContributions

Field	Value	IRS element (for citing)
Total Community Benefit Expense	1301712	TotalCommunityBenefitExpense
Direct Offsetting Revenue	36651	DirectOffsettingRevenue
Net Community Benefit Expense	1265061	NetCommunityBenefitExpense
Percent Of Total Expense	0.00310	PercentOfTotalExpense

Total Other Benefits TotalOtherBenefits

Field	Value	IRS element (for citing)
Total Community Benefit Expense	2323338	TotalCommunityBenefitExpense
Direct Offsetting Revenue	36651	DirectOffsettingRevenue
Net Community Benefit Expense	2286687	NetCommunityBenefitExpense
Percent Of Total Expense	0.00560	PercentOfTotalExpense

Total Community Benefits TotalCommunityBenefits

Field	Value	IRS element (for citing)
Total Community Benefit Expense	78157009	TotalCommunityBenefitExpense
Direct Offsetting Revenue	52050087	DirectOffsettingRevenue
Net Community Benefit Expense	26106922	NetCommunityBenefitExpense
Percent Of Total Expense	0.06460	PercentOfTotalExpense

Physical Improvements And Housing PhysicalImprovementsAndHousing

Field	Value	IRS element (for citing)
Total Community Building Expense	602	TotalCommunityBuildingExpense
Net Community Building Expense	602	NetCommunityBuildingExpense
Percent Of Total Expense	0.00000	PercentOfTotalExpense

Economic Development EconomicDevelopment

Field	Value	IRS element (for citing)
Total Community Building Expense	26029	TotalCommunityBuildingExpense
Net Community Building Expense	26029	NetCommunityBuildingExpense
Percent Of Total Expense	0.00010	PercentOfTotalExpense

Community Support CommunitySupport

Field	Value	IRS element (for citing)
Total Community Building Expense	212999	TotalCommunityBuildingExpense
Net Community Building Expense	212999	NetCommunityBuildingExpense
Percent Of Total Expense	0.00050	PercentOfTotalExpense

Coalition Building CoalitionBuilding

Field	Value	IRS element (for citing)
Total Community Building Expense	54112	TotalCommunityBuildingExpense
Net Community Building Expense	54112	NetCommunityBuildingExpense
Percent Of Total Expense	0.00010	PercentOfTotalExpense

Health Improvement Advocacy HealthImprovementAdvocacy

Field	Value	IRS element (for citing)
Total Community Building Expense	19338	TotalCommunityBuildingExpense
Net Community Building Expense	19338	NetCommunityBuildingExpense
Percent Of Total Expense	0.00000	PercentOfTotalExpense

Workforce Development WorkforceDevelopment

Field	Value	IRS element (for citing)
Total Community Building Expense	52175	TotalCommunityBuildingExpense
Net Community Building Expense	52175	NetCommunityBuildingExpense
Percent Of Total Expense	0.00010	PercentOfTotalExpense

Total Total

Field	Value	IRS element (for citing)
Total Community Building Expense	365255	TotalCommunityBuildingExpense
Net Community Building Expense	365255	NetCommunityBuildingExpense
Percent Of Total Expense	0.00080	PercentOfTotalExpense

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	0	BadDebtExpenseReported
Bad Debt Expense	$10,009,926	BadDebtExpenseAmount
Amount Attributable To	2164790	AmountAttributableTo
Amount Reimbursed By Medicare	147119868	AmountReimbursedByMedicare
Cost Of Care Reimbursed By Medicare	163794080	CostOfCareReimbursedByMedicare
Medicare Surplus Or Shortfall	-16674212	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	1	WrittenDebtCollectionPolicy
Provision For Charity Care	1	ProvisionForCharityCare

Form990 Schedule H Part IV Form990ScheduleHPartIV (2 entries)

Description Ent Primary ActivityDescriptionEntPrimaryActivity	Organization Profit Or OwnershipOrganizationProfitOrOwnership	Officers Etc Profit Or OwnershipOfficersEtcProfitOrOwnership	Physicans Profit Or OwnershipPhysicansProfitOrOwnership
1 Foote Health Center Associates
Entity leases medical office space	0.54430	0.00000	0.45570
2 Jackson Community Medical Records
Entity provides electronic medical records to hospital & community doctors.	0.51000	0.00000	0.49000

Field	Value	IRS element (for citing)
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	WA Foote Memorial Hospital	BusinessNameLine1

Address Address

Field	Value	IRS element (for citing)
Address Line1	205 N East Avenue	AddressLine1
City	Jackson	City
State	MI	State
ZIP Code	49201	ZIPCode

Field	Value	IRS element (for citing)
Licensed Hospital	X	LicensedHospital
General Medical And Surgical	X	GeneralMedicalAndSurgical
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	Not Required	BusinessNameLine1

Field	Value	IRS element (for citing)
Hospital Facility Number	1	HospitalFacilityNumber

Form990 Schedule H Part V Section C Form990ScheduleHPartVSectionC

Field	Value	IRS element (for citing)
Number Of Other Facilities	36	NumberOfOtherFacilities

Other Facilities OtherFacilities (36 entries)

Address Line1Address/AddressLine1	CityAddress/City	StateAddress/State	ZIP CodeAddress/ZIPCode	Facility TypeFacilityType
Allegiance Hematology Oncology
1100 E Michigan Avenue	Jackson	MI	49201	Cancer Treatment
Allegiance Vascular Health
300 W Washington Avenue	Jackson	MI	49201	Vascular Health
Allegiance Orthopedics
1201 E Michgan Avenue	Jackson	MI	49201	Orthopedics
Allegiance Gastroenterology
1100 E Michigan Avenue Ste 310	Jackson	MI	49201	Gastroenterology
Allegiance General Surgery
300 W Washington Avenue	Jackson	MI	49201	Surgery Center
Allegiance Hospitalist Service
205 N East Avenue	Jackson	MI	49201	Hospitalists Group
Allegiance Express Care
110 N Elm	Jackson	MI	49202	Emergency Care
Allegiance Family Medicine - Townsend
400 Hinckley Blvd	Jackson	MI	49203	Family Medicine
Allegiance Cardio Surgery
1125 E Michigan Avenue	Jackson	MI	49201	Surgery Center
Allegiance Family Medicine - Leslie
130 N Sherman	Leslie	MI	49251	Family Medicine
Allegiance Intensivist Services
205 N East Avenue	Jackson	MI	49201	Internal Medicine
Allegiance Behavioral Health
205 N East Avenue	Jackson	MI	49201	Behavioral Health
Allegiance Rheumatology
1201 E Michgan Avenue Ste 100	Jackson	MI	49201	Rheumatology
Allegiance Family Medicine - Summit Wood
2585 Spring Arbor Road	Jackson	MI	49203	Family Medicine
Allegiance Family Medicine - Spring Arbo
7845 Spring Arbor Road	Spring Arbor	MI	49283	Family Medicine
Allegiance EKG
205 N East Avenue	Jackson	MI	49201	Pulmonary Medicine
Allegiance Family Medicine - Mason
810 Hogsback Road	Mason	MI	48854	Family Medicine
Allegiance Hearing Center
1111 Teneyck	Jackson	MI	49201	Hearing Loss Treatment
Allegiance Family Medicine - Albion
27931 C Drive North	Albion	MI	49224	Family Medicine
Express Care Kids
110 N Elm	Jackson	MI	49202	Emergency Care
Allegiance Neuropsychiatry
205 N East Avenue	Jackson	MI	49201	Neuropsychiatry
Allegiance Internal Medicine
900 E Michigan Avenue	Jackson	MI	49201	Cancer Treatment
Allegiance Family Medicine - Brookyln
153 Wamplers Lake Road	Brooklyn	MI	49230	Family Medicine
Allegiance Family Medicine - Grass Lake
12369 E Michigan Avenue	Grass Lake	MI	49240	Family Medicine
Allegiance Family Medicine - Cascade Rid
3333 Spring Arbor Road Ste 100	Jackson	MI	49203	Family Medicine
Allegiance Family Medicine - MI CTR
4304 Page Avenue	Michigan Center	MI	49254	Family Medicine
Allegiance Senior Health Center
205 N East Avenue	Jackson	MI	49201	Geriatric Services
Allegiance Palliative Care
205 N East Avenue	Jackson	MI	49201	Palliative Care
Allegiance Neurology
1201 E Michgan Avenue	Jackson	MI	49201	Neurology
Allegiance Diabetes Center
817 W High Street	Jackson	MI	49203	Diabetes
Allegiance EEG
205 N East Avenue	Jackson	MI	49201	Brain Diagnostics
Allegiance Occupational Health Urgent Ca
One Jackson Square	Jackson	MI	49201	Urgent Care
Allegiance Family Medicine - North Stree
1401 W North Street	Jackson	MI	49202	Family Medicine
Allegiance Family Medicine - East Michig
3235 E Michigan Avenue	Jackson	MI	49202	Family Medicine
Allegiance Family Medicine - Onsted
8958 West M-50	Onsted	MI	49265	Family Medicine
Allegiance Family Medicine - Springport
2282 Springport Road Ste B	Jackson	MI	49202	Family Medicine

Form990 Schedule H Part VI Form990ScheduleHPartVI (13 entries)

ExplanationExplanation
Part I, Line 6a: The Hospital prepares an annual community benefit report, which can be accessed at allegiancehealth.org/givingback and is also mailed to over 113,000 households in our community.
Part I, Line 7: The Hospital used a cost-to-charge ratio to calculate the cost of charity care and Medicaid shortfall. Community Health Improvement Services and Cash and In-Kind Contributions are actual amounts.
Part I, L7 Col(f): Our total expense from Form 990, Part IX, line 25, column (A) was $404,041,650. This expense is used as the denominator for purposes of calculating Part I, Line 7, column(f). The denominator does not include bad debt expense.
Part II: The Hospital is involved in numerous community building activities.We believe these activities, such as supporting affordable housing, working in partnership with the local community college to develop skilled nurses and supporting economic development programs directly improve the general health and wellness of the community. Also, staff at every level of the organization are encouraged to serve community groups that promote education, health and economic advocacy for the less fortunate.
Part III, Line 4: Allegiance Health and Subsidiaries Audited Financial Statements Footnote 1: Basis of Organization and Significant Accounting Policies. Accounts receivable are reduced by an allowance for uncollectible accounts. In evaluating the collectibility of accounts receivable, the Hospital analyzes its historical experience and identifies trends for each of its major payor sources to estimate the appropriate allowance for uncollectible accounts and the provision for bad debts. Management regularly reviews data about these major payor sources in evaluating the sufficiency of the allowance for uncollectible accounts. For receivables associated with services provided to patients who have third-party health care coverage, the Hospital analyzes contractually due amounts and provides an allowance for uncollectible accounts and provision for bad debts. For receivables associated with self-pay accounts (which includes both patients without insurance and patients with deductible and copayment balances due for which third-party coverage exists for part of the bill), the Hospital records a significant provision for bad debts in the period of service on the basis of its past experience, which indicates that many patients are unable or unwilling to pay the portion of their bill for which they are financially responsible. The difference between the standard rates and the amounts actually collected after all reasonable collection efforts have been exhausted is charged off against the allowance for uncollectible accounts. The provision for bad debts has been reported as a deduction from net patient service revenue. Costing methodology used in determining the organization's bad debt expense at cost: Costing for line 2 follows the directions provided on the IRS Schedule H optional worksheet A, utilizing the cost to charge ratio generated on worksheet 2. The organization's cost-to-charge ratio was used to calculate bad debt expense at cost. The amount of bad debt reported in the fiscal year 2011 audited financial statements was $31,734,583. The bad expense reported at cost based on the cost-to-charge ratio was $10,009,926.
Part III, Line 8: The organization believes the entire Medicare shortfall reported on Line 7 should be treated as Community Benefit. Allegiance Health is nationally recognized by Healthgrades as being in the top five percent nationally for clinical excellence and patient safety. Allegiance Health also benchmarks favorably on overall cost per case and is deemed to be an efficient provider. The organization is subsidizing a government program and sustaining significant losses in providing health care to Medicare receipients. By continuing to treat patients eligible for Medicare, hospitals alleviate the federal government's burden for directly providing medical services. The IRS recently acknowledged that lessening the government burden associated with providing Medicare benefits is a charitable purpose.
Part III, Line 9b: The Hospital does not collect from patients known to qualify for charity care or other financial assistance. Patients having difficulty paying their bills are directed to financial counselors. These counselors review the patients information in order to see if they qualify for assistance. In addition, bills sent to patients include a number to call for help in providing the required financial information to qualify for charity care.All attempts at debt collection are halted if a patient fills out a financial aid application and is determined to qualify for financial aid assistance.
Part VI, Line 7 State Filing of Community Benefit Report - Not Applicable
Part VI, Line 2: Allegiance Health conducts a telephone survey every three years in order to gather information on the health status of Jackson County. We collect responses from over 1,000 Jackson County residents age 18 and older to a 180 question survey about their health status, insurance coverage, personal health habits and health care experiences. The specific steps involve collecting and analyzing health information for our County (including subpopulations within our County);measuring our health status against other communities, the state and the nation; prioritizing health issues within the community; creating a system for sharing this data with community organizations and residents; initiating strategic planning to address these issues through collaborative activities; and monitoring impact of health initiatives on community health outcomes.
Part VI, Line 3: Uninsured inpatients and observation patients are referred to a financial counselor (contracted agent/partner) for assistance with Medicaid, SSI, and Allegiance Health program applications. Many outpatients needing or having received hospital services are also referred to the agent/partner for assistance. ER patients are provided with a packet of information at discharge from the department. This packet includes information about how assistance may be obtained through the local Medicaid office and about how to apply for our income structured payment plan and uncompensated care programs. When patients are billed for balances they owe, we solicit them to call the Business Office with any questions or for assistance. Additionally, a series of letters are sent to patients to apprise them of payment and assistance options. Allegiance has a printed brochure that is available through Registration that includes information regarding Medicaid application assistance and our internal programs. The Allegiance Health website includes a series of web pages related to transparency, quality, pricing, and our financial policies, procedures, and programs. Uninsured patients needing mental health services are screened for eligibility through our partnership with the Jackson Community Mental Health Agency, which funds care for indigent, dual diagnosis, and Medicaid patients. Patients seeking substance abuse care are linked with the Mid-South Substance Abuse Commission. Registration and Business Office team members receive direct training on our programs and scripting for ensuring information is provided to the patients and families with whom our staff interact. Education is provided to organizational leaders to ensure that team members outside of Finance are aware of our programs and where to direct patients and families who may need or who are seeking assistance.
Part VI, Line 4: Allegiance Health is the only hospital system located in Jackson County, although residents also access various other unrelated health systems in neighboring counties. The county ranked 65 out of 82 Michigan counties in overall health, and 53 out of 82 counties in factors contributing to health, including social and economic factors, according to a study released by the University of Wisconsin Population Health Institute. Access to health care is also considerably lower than national and state figures, and statistics related to contributing behavioral factors in Jackson among certain geographic and demographic subpopulations are particularly concerning. According to 2009 census estimates, the population of Jackson County was at nearly 160,000, with less than 35,000 people living in the city of Jackson. The county is primarily rural with some urban and suburban sections. The median income in Jackson County is $47,424 and 13.2% of residents live below the federal poverty line. Data from the 2008 Community Health Assessment shows that 37% of Jackson County residents are covered by Medicaid and Medicare, while an additional 17% of residents have no health care coverage at all. During the 2011 fiscal year, Allegiance Health had 9,351 Medicare discharges and 5,088 Medicaid discharges from inpatient services. Outpatient services saw 151,185 Medicare visits and 74,375 Medicaid visits. Physician practice visits totaled 153,645 during fiscal year 2011, with 99,208 primary care visits and 54,437 visits to specialists. Approximately 41% of these patients were covered under Medicare, while 11% were on Medicaid and 3% were uninsured. There are 12 different census tracts within Jackson County that are considered as medically underserved areas. Allegiance Health also provides financial and leadership support of primary care services for the underserved, regardless of their ability to pay, through the Center for Family Health (CFH), a federally qualified health center. In fiscal 2011, CFH saw 26,620 patients, of which 55% were on Medicaid, 5% were on Medicare and 27% were uninsured.
Part VI, Line 6: Allegiance Health is honored to have received several awards in recent years, including the American Hospital Associations 2010 Foster G. McGaw Prize for excellence in community service, which is presented to only one hospital in the United States each year. This award is the ultimate recognition of Allegiance Health's commitment to community health improvement and partnership..The health system also continues to earn national recognition for clinical quality and patient safety. Among the honors was being chosen as 1 of only 23 large community hospitals in the United States to win the new Thomson Reuters 100 Top Hospitals: Everest Award for National Benchmarks 2009, which recognizes hospitals that are setting national standards for quality at an accelerated rate of improvement. For the fifth time, Thomson Reuters also ranked Allegiance Health as one of the 100 Top Hospitals for National Benchmarks, based on demonstrated delivery of quality care and excellent financial management. A 2009 Premier Award for Quality, from the Premier Health Care Alliance, placed Allegiance Health in the top one percent of U.S. hospitals for quality.As a recipient of the HealthGrades Distinguished Hospital Award for Clinical Excellence, Allegiance Health ranks among the top five percent in the nation for clinical excellence. For the second year in a row, Allegiance Health also won the HealthGrades Patient Safety Excellence Award, which places it among the top five percent of hospitals in the nation for patient safety. Allegiance is 1 of only 3 hospitals in the state of Michigan and 79 hospitals in the entire country to earn both the Clinical Excellence and Patient Safety Awards. In addition, HealthGrades rated Allegiance Health among the Top 10 percent of hospitals in the United States for the treatment of stroke and overall pulmonary services. The Health Improvement Organization (HIO) was created by Allegiance Health in 2001 to promote a culture of continuous health improvement in our community and integrate wellness and prevention throughout our services. The Allegiance Department of Prevention and Community Health provides staff and infrastructure to facilitate the coordination of local health improvement activities. The HIO Coordinating Council (HIO CC) is a multi-disciplinary stakeholders group led by Allegiance Health with representation from local government, public health, health care, health and human service agencies and nonprofits, school districts, health plans, mental health, employers and the faith community. The HIO CC coordinates efforts across community leaders in health to create unprecedented alignment of goals and resources, as well as a strong community platform for advocacy. The work of the HIO CC has culminated in the completion of a Community Action Plan including Goals, Objectives and Strategies to address physical activity, nutrition, tobacco, and depression in Jackson County based on assessment and data-driven processes, as well as input from over 30 representatives from local health and human service agencies, and over 100 community stakeholders. The overarching tactics that the Community Action Plan relies upon include evidence-based activities to:Enhance media attention and public recognition of healthy lifestyle practices.Improve access to healthy foods and safe, attractive, affordable places for activity through supportive policies and physical environment changes. Provide social support and services that promote consistent screening, referral and supportive relationships for physical activity, nutrition, mental health and smoking behavior change.See Form 990, Schedule O, Program Service Accomplishments for more detail.
Part VI, Line 7: The Hospital's sole corporate member is Allegiance Health Services, a 501(c)(3) organization. Other affiliates include a Foundation, a Hospice, a Long Term Acute Care Hospital (LTACH), a Volunteer Organization and a Home Health Care company, all 501(c)(3) organizations.The Hospital, Hospice, LTACH and Home Health Care organization work together to provide necessary medical services to the Jackson Community. The Foundation and the Volunteer Organization work closely with the Parent and the Hospital in raising funds for projects and services that would benefit the overall well-being of the community. The most recent campaign successfully raised funds to expand and improve our cancer care service line. Prior campaigns have provided funds for a Hospice Home Residence and monies to subsidize medical care for indigent patients. See Form 990, Schedule 0, Program Service Accomplishments for more detail.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	0	RecordsMaintained

Recipient Table RecipientTable (2 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EIN Of RecipientEINOfRecipient	IRC SectionIRCSection	Amount Of Cash GrantAmountOfCashGrant	Amount Of Non Cash AssistanceAmountOfNonCashAssistance	Method Of ValuationMethodOfValuation	Purpose Of GrantPurposeOfGrant
Center for Family Health
2298 Springport Road	Jackson	MI	49202	383251354	501(c)(3)	635000	0	N/A	The Center for Family Health grant provides operational support for medically underserved populations.
Healthlink
205 N East Avenue	Jackson	MI	49201	382756425	501(c)(3)	30000	0	N/A	The Helping Hands Home Care grant supports respite care for families without the financial means to support needed assistance.

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	2	TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations	0	TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	Other Information:	Identifier
Return Reference	Part IV:	ReturnReference
Explanation	Schedule I, Part I, Line 2: The organization sends out an award letter to all grantee recipents. The letter outlines what the funding may be used for and requests a final report detailing the year's activities. Further funding is contingent upon satisfactory completion of this report.	Explanation

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	X	FirstClassOrCharterTravel
Club Dues Or Fees	X	ClubDuesOrFees
Written Policy Re T And E Expenses	1	WrittenPolicyReTAndEExpenses
Substantiation Required	1	SubstantiationRequired
Compensation Committee	X	CompensationCommittee
Independent Consultant	X	IndependentConsultant
Form990 Of Other Organizations	X	Form990OfOtherOrganizations
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	1	SeverancePayment
Supplemental Nonqual Retire Plan	1	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	0	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	0	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	0	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	0	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	0	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	1	AnyNonFixedPayments
Initial Contract Exception	0	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (16 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
Georgia Fojtasek
505152	0	195030	0	631746	0	116995	0	19515	0	1468438	0	463651	0
Karen Chaprnka
290378	0	82261	0	89787	0	53598	0	14601	0	530625	0	45965	0
Jeanne Wickens
276764	0	76069	0	51660	0	51517	0	19622	0	475632	0	14084	0
Richard Warren
192546	0	57310	0	68941	0	57640	0	19645	0	396082	0	32644	0
Jacalyn Liebowitz
190342	0	57024	0	67528	0	43006	0	17310	0	375210	0	29884	0
Kenneth Empey
197273	0	17768	0	47666	0	30019	0	4155	0	296881	0	27611	0
Anthony Gardner
154529	0	39576	0	27704	0	30934	0	10020	0	262763	0	13354	0
William Kiel
156875	0	17973	0	12357	0	27072	0	20315	0	234592	0	0	0
Ray King
270922	0	70111	0	23994	0	43451	0	24804	0	433282	0	0	0
Timothy Keener
233317	0	20949	0	13953	0	19269	0	27005	0	314493	0	0	0
Max Hutton
166801	0	498323	0	4843	0	36250	0	27907	0	734124	0	0	0
Ryan Beekman
43511	0	673496	0	25494	0	55164	0	18273	0	815938	0	0	0
Stanley Lee
505152	0	100030	0	17546	0	45275	0	27001	0	695004	0	0	0
Joann Hirth
528050	0	30	0	24901	0	45250	0	1307	0	599538	0	0	0
Malcolm Trimble
539166	0	30	0	7796	0	45250	0	16189	0	608431	0	0	0
Janet Blair
0	0	0	0	160394	0	565	0	4927	0	165886	0	60542	0

Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)

Return ReferenceReturnReference	ExplanationExplanation
Part I, Line 1a	Georgia Fojtasek flew on a charter plane with a delegation of Michigan hospital delegates to a Regional Policy Board meeting. The hospital paid Georgia's proportionate charter flight cost. Allegiance Health provides a country club membership to several executives. The executives are Georgia Fojtasek, Karen Chaprnka and William Kiel. Any personal use expense by the executives is taxed as ordinary income.
Part I, Lines 4a-b	Janet Blair the organization's former Human Resources Senior Vice President received a severance payment in the amount of $165,886. Allegiance Health's officers and highest compensated employees participated in a non-qualified deferred compensation plan. The plan which began in 2005 partially vested for several executives in 2010. Payout of vested amounts resulted in an increase of salary for several executives. Georgia Fojtasek received a payout of her entire vested 457(f) plan due to IRS and Plan requirements relative to age. The calendar year 2010 contribution and payout amounts are as follows: 457(f) Contributions Georgia Fojtasek $93,720, Karen Chaprnka $35,223, Jeanne Wickens $33,142, Ray King $30,563, Timothy Keener $6,250, Richard Warren $24,565, Jacalyn Liebowitz $24,631, Kenneth Empey $10,774, William Kiel $16,745, Anthony Gardner $17,527, Cheryl Lamborn $4,804, Max Hutton $36,250. Ryan Beekman $53,939, Stanley Lee $44,050, Joann Hirth $45,250, Malcolm Trimble $45,250 457(f) Payouts Georgia Fojtasek $463,651, Karen Chaprnka $45,965, Jeanne Wickens $14,084, Richard Warren $32,644, Jacalyn Liebowitz $29,844, Kenneth Empey $27,611, Anthony Gardner $13,354, Jan Blair $60,542
Part I, Line 7	Column B(ii) of Part II, Schedule J includes non-fixed payments to certain physicians based on their productivity.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)

Issuer EINIssuerEIN	CUSIP NumberCUSIPNumber	Date IssuedDateIssued	Issue PriceIssuePrice	Description Of PurposeDescriptionOfPurpose	DefeasedDefeased	On Behalf Of IssuerOnBehalfOfIssuer	Pool FinancingPoolFinancing
County of Jackson Hospital Finance Authority
386004845	467148EH1	2011-04-21	65375000	See Part V - Supplemental Information	0	0	0
County of Jackson Hospital Finance Authority
386004845	467148DC3	2010-11-02	140238036	See Part V - Supplemental Information	0	0	0

Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)

Total ProceedsTotalProceeds	Issuance Costs From ProceedsIssuanceCostsFromProceeds	Credit EnhancementCreditEnhancement	Other Spent ProceedsOtherSpentProceeds	Year Of Subst CompletionYearOfSubstCompletion	Current RefundingCurrentRefunding	Advance RefundingAdvanceRefunding	Final Allocation MadeFinalAllocationMade	Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind	Amount RetiredAmountRetired	Amount In Reserve FundAmountInReserveFund
65375000	540128	18425	64816447	2011	1	0	1	1
75421589	840059	495263	136761231	2010	1	0	1	1	64816447	2141483

Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)

Owning Bond Financed PropertyOwningBondFinancedProperty	Any Lease ArrangementsAnyLeaseArrangements	Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty	Any Research AgreementsAnyResearchAgreements	Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged	Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers	Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI	Total Private Business UseTotalPrivateBusinessUse	Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
0	0	1	1	1	0.00000	0.00000	0.00000	1
0	0	1	1	1	0.00000	0.00000	0.00000	1

Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)

Form8038 T FiledForm8038TFiled	Variable Rate IssueVariableRateIssue	Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds	Term Of HedgeTermOfHedge	Superintegrated HedgeSuperintegratedHedge	Hedge TerminatedHedgeTerminated	Gross Proceeds Invested In GICGrossProceedsInvestedInGIC	Exception To RebateExceptionToRebate
RBC
0	1	1	25.000000000000	1	0	0	0
NA
0	0	0				0	0

Form990 Schedule K Part V Form990ScheduleKPartV (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Part I, Line A, Column (f)	Description of Bond Purpose	Primarily to add marketability to underlying variable rates and refund Bonds. The Bonds refunded are as follows: $36,500,000 County of Jackson Hospital Finance Authority Variable Rate Hospital Revenue Refunding Bonds (Allegiance Health, Jackson, Michigan), Series 2011A were issued to refund the Series 2006A bonds. $28,875,000 County of Jackson Hospital Finance Authority Hospital Revenue Refunding Bonds (Allegiance Health, Jackson, Michigan), Series 2011B were issued to refund the Series 2006B bonds.
Part I, Line B, column (f)	Description of Bond Purpose	Primarily to obtain traditional fixed interest on bond debt at a time of low prevailing rates and to reissue and refund bonds. The bonds reissued and refunded are as follows: $29,925,000 County of Jackson Hospital Finance Authority Hospital Variable Rate Demand Revenue Refunding Bonds (W.A. Foote Memorial Hospital, Jackson, Michigan), Series 2006B-1, reissued for tax purposes on 11/02/2010 $8,940,000 County of Jackson Hospital Finance Authority Hospital Revenue Refunding Bonds (W.A. Foote Memorial Hospital, Jackson, Michigan) Series 2006B-2, reissued for tax purposes on 11/02/2010 $47,400,000 County of Jackson Hospital Finance Authority Hospital Revenue Refunding Bonds (W.A. Foote Memorial Hospital, Jackson, Michigan) Series 2006C, reissued for tax purposes on 11/02/2010 $51,655,000 County of Jackson Hospital Finance Authority Hospital Revenue Refunding Bonds (Allegiance Health, Jackson, Michigan), Series 2010A were issued to refund the Series 2007A and Series 1997A bonds.

Schedule L IRS990ScheduleL

Loan Table LoanTable (6 entries)

Purpose Of LoanPurposeOfLoan	Loan From OrganizationLoanFromOrganization	Original PrincipalOriginalPrincipalAmount	Balance DueBalanceDue	DefaultDefault	Approved By BoardApprovedByBoard	Written AgreementWrittenAgreement
Patrick Nally
Employee Recruitment Loan	X	$60,000	60000	0	1	1
Dr Jon Lake
Physician Recruitment Loan	X	$11,594	2902	0	1	1
Dr Ray King
Physician Recruitment Loan	X	$11,594	2902	0	1	1
Dr Brian Daly
Physician Recruitment Loan	X	$78,019	16219	0	1	1
Dr Malcolm Trimble
Physician Recruitment Loan	X	$18,876	10331	0	1	1
Dr Joann Hirth
Physician Recruitment Loan	X	$18,876	10331	0	1	1

Field	Value	IRS element (for citing)
Total Balance Due	102685	TotalBalanceDue

Form990 Schedule L Part IV Form990ScheduleLPartIV (10 entries)

RelationshipRelationship	Amount Of TransactionAmountOfTransaction	Description Of TransactionDescriptionOfTransaction	Sharing Of RevenuesSharingOfRevenues
Amy Schultz
Trustee Daughter	191409	Employee	0
Patrick Nally
Trustee Son	19155	Employee	0
Crista Ulteig
Officer Daughter	14682	Employee	0
Jackson Physicians Alliance
JCMR Partnership	1388867	Reported amount is for payments by Jackson Community Medical Record (JCMR) to Allegiance Health for leased employees, accounting services, information support and other miscellaneous services provided by the hospital. Lynn VanWagnen is an officer of Jackson Physicians Alliance (JPA). (JPA) holds a 49% ownership stake in JCMR. Allegiance Health holds a 51% JCMR ownership stake.	0
VanWagnen Real Estate LLC
Leasing Services Provider	10632	Reported amount is for lease payments Allegiance Health makes to VanWagnen Real Estate LLC for medical diagnostic space. VanWagnen Real Estate LLC is owned by Trustee Lynn VanWagnen.	0
Clark & King Investments LLC
Leasing Services Provider	399915	Reported amount is for lease payments made by Allegiance Health to Clark & King Investments LLC for a medical office building. Ray King an Allegiance Health officer is a partner in Clark & King Investments LLC.	0
Jackson Physicians Alliance
JCMR Partnership	2209897	Reported amount is for payments by Allegiance Health to Jackson Community Medical Record(JCMR) to lease an electronic medical records license. Lynn VanWagnen is an officer of Jackson Physicians Alliance (JPA). (JPA) holds a 49% stake in JCMR. Allegiance Health holds a 51% ownership stake.	0
Great Lakes Brain & Spine Institute
Medical Services Provider	180433	Reported amount is for services provided to Allegiance Health patients by Great Lakes Brain & Spine Institute. Harish Rawal an Allegiance Health Trustee is an owner of Great Lakes Brain & Spine Institute.	0
Michigan Heart
Medical Services Provider	267716	Reported amount is for payments by Allegiance Health to Michigan Heart for medical director services and clinical reads for cardiac diagnostic tests. Mark Zande an Allegiance Health Trustee during part of fiscal year 2011 is a shareholder in Michigan Heart.	0
Ambs Call Center
Call Center Services	78014	Reported amount is for call center/messaging payments Allegiance Health makes to Ambs Call Center. Aaron Boatin an Allegiance Health Trustee is an Ambs Call Center Officer.	0

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (9 entries)

IdentifierIdentifier	ExplanationExplanation	Return ReferenceReturnReference
Form 990, Part VI, Section A, line 6	The Corporation is organized on a membership basis. The sole corporate member of the Corporation is Allegiance Health Services.
Form 990, Part VI, Section A, line 7a	The sole Member of the organization may elect and remove, with or without cause, the Corporation's Trustees.
Form 990, Part VI, Section A, line 7b	The following powers are reserved for the sole corporate Member of the hospital. Approve any change in the Articles of Incorporation, purposes or philosophy of the Corporation; Approve changes in those provisions of the Corporation's Bylaws which affect the size, composition, and method of selection of the Board of Trustees, or which affect this Article; Approve plans of merger, consolidation or dissolution of the Corporation; Elect and remove, with or without cause, the Corporation's Trustees, upon a simple majority vote of the Directors then serving on the Board of the Member present at a meeting at which a quorum is present; Approve guarantees by the Corporation of the debt of others in excess of maximum limits established by the Member, upon a simple majority vote of the Directors then serving on the Board of the Member present at a meeting at which a quorum is present; Authorize the sale, lease, mortgage or other disposition of all or substantially all of the assets owned, held or leased by or to the Corporation, approve any decision by the Corporation which would have the net effect of diminution of governance control of the Member, and any decision by the Corporation which would have the net effect of diminution in the Corporations governance control over its own subsidiary; and Ratify or reject operating and capital budgets developed by the Board and any non-budgetary expenditures or creations of debt in excess of an amount designated by the Member from time to time, upon a simple majority vote of the Directors then serving on the Board of the Member present at a meeting at which a quorum is present. Authorize the formation or acquisition of new subsidiaries of the Corporation or the sale or other disposition of existing subsidiaries.
Form 990, Part VI, Section B, line 11	Form 990 is reviewed by the organization's Director of Finance, Chief Executive Officer, Chief Financial Officer, General Counsel, Compliance Officer and its public accounting firm. Final copies of the return are distributed to the hospital's Board of Trustees before the return is e-filed.
	The Board Finance Committee has ultimate responsibility over the enforcement of the Hospital's Conflict of Interest Policy. When a potential conflict of interest is identified, the Finance Committee is responsible for review of the conflict of interest for compliance with the policy. Also, General Counsel routinely reviews upcoming Board and Committee meeting agendas to assess potential conflict situations. All employees and Trustees of the organization are required to fill out an annual conflict of interest questionnaire. Board Trustees identified as having a conflict of interest are permitted to discuss the potential transaction. They are not allowed to deliberate in the decision or vote on the matter.	Form 990, Part VI, Section B, line 12c
	The organization performs an annual review and assessment of the compensation of the Chief Executive Officer and each of the executives listed in Part VII of the Form 990. This review includes an independent compensation committee and the engagement of an independent compensation consultant. The Executive Compensation Committee, an independent committee of the Board of Trustees, is responsible for the executive compensation program. This committee performs an annual review of the competitiveness, reasonablenes and effectiveness of all executive cash compensation and benefit programs. The committee also leads the Board in evaluating the performance of the Chief Executive Officer and recommends all aspects of the Chief Executive Officer's compensation. The committee reviews the Chief Executive Officer's recommendations regarding the compensation of all other members of executive leadership. The Executive Compensation Committee engages an independent compensation consulting firm to conduct a comprehensive market analysis of total compensation for executive leadership. This firm uses data representing compensation levels and practices from national not-for-profit healthcare markets as Allegiance typically competes in the the national healthcare marketplace for executive talent. National data also provides more comparable information for size and operational characteristics so that comparisons are made to organizations with similiar scope and complexity.	Form 990, Part VI, Section B, line 15
	The organization's governing documents are available to the public upon request and also on the State of Michigan website. Annual operating results are communicated to the public through local media. In addition, Forms 990 and 990-T are available upon request. The Form 990 is also available on Allegiance Health's website and the free website www.guidestar.org. The organization's conflict of interest policy is not available to the public.	Form 990, Part VI, Section C, line 19
	Allegiance Health Trustees are not paid to serve on the Board. Compensation listed for Dr. David Halsey, Dr. Nitin Ambani, Dr. Mohan Kulkarni and Dr. Harish Rawal in Part VII of the Form 990 is pay for on call medical services and or medical director fees. W.A. Foote Memorial Hospital dba Allegiance Health Board of Trustees mirrors the Board of the parent organization Allegiance Health Services. Many of the Board Members that serve Allegiance Health also serve on the Boards of related tax exempt entities.	Form 990, Part VII, Section A, Line 1a
Changes in Net Assets or Fund Balances:	Net unrealized gains on investments: 24,876,094. Transfer to Parent -593,400. Change in Fair Value of Swap 11,407,357. Change in Accounting for Pensions SFAS 158 14,851,768. Total to Form 990, Part XI, Line 5: 50,541,819.	Form 990, Part XI, line 5:

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI

Name Of Disregarded Entity NameOfDisregardedEntity

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

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	205 N East Avenue	AddressLine1
City	Jackson	City
State	MI	State
ZIP Code	49201	ZIPCode

Field	Value	IRS element (for citing)
Primary Activities	Physician rental network	PrimaryActivities
Legal Domicile State	MI	LegalDomicileState
Total Income	-24799	TotalIncome
EOY Assets	0	EOYAssets

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	WA Foote Memorial Hospital	BusinessNameLine1

Form990 Schedule R Part II Form990ScheduleRPartII (10 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivities	Legal Domicile StateLegalDomicileState	Exempt Code SectionExemptCodeSection	Public Charity StatusPublicCharityStatus	Direct Controlling Entity NADirectControllingEntityNA	Controlled OrgControlledOrg	Business Name Line1DirectControllingEntityName/BusinessNameLine1
Allegiance Health Services
205 N East Avenue	Jackson	MI	49201	382756428	Exempt Health System	MI	501(c)(3)	Line 11b, II	N/A	0
Allegiance Health Foundation
205 N East Avenue	Jackson	MI	49201	383607833	Supports Allegiance Health	MI	501(c)(3)	Line 11a, I		1	Allegiance Health Services
Hospice of Jackson dba Allegiance Hospice
205 N East Avenue	Jackson	MI	49201	382336367	Hospice care	MI	501(c)(3)	Line 7		1	Healthlink
The Hospice of Jackson Endowment Fund
One Jackson Square	Jackson	MI	49201	383422146	Supports Allegiance Hospice	MI	501(c)(3)	Line 11c, III-FI		1	Allegiance Hospice
Healthlink
205 N East Avenue	Jackson	MI	49201	382756425	Home health care	MI	501(c)(3)	Line 11a, I		1	Allegiance Health Services
Physicians Health Plan of South Michigan
One Jackson Square	Jackson	MI	49201	383311905	Exempt HMO	MI	501(c)(4)			1	Allegiance Health Services
Michigan Imaging Services
205 N East Avenue	Jackson	MI	49201	382895225	Medical imaging	MI	501(c)(3)	Line 11a, I		1	Allegiance Health Services
South Central Practice Association
205 N East Avenue	Jackson	MI	49201	383309805	Idle organization	MI	501(c)(3)	Line 11a, I		1	Allegiance Health Services
CareLink of Jackson
110 North Elm Avenue	Jackson	MI	49202	381218485	Long Term Acute Care Hospital	MI	501(c)(3)	Line 3		1	Allegiance Health Services
Allegiance Health Volunteers
205 N East Avenue	Jackson	MI	49201	386082835	Exempt Association	MI	501(c)(3)	Line 11d, III-O		1	Allegiance Health Services

Form990 Schedule R Part III Form990ScheduleRPartIII (2 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivityPrimaryActivity	Legal Domicile StateLegalDomicileState	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Predominant Income TypePredominantIncomeType	Share Of Total IncomeShareOfTotalIncome	Share Of EOY AssetsShareOfEOYAssets	Disproportionate AllocationsDisproportionateAllocations	General Or Managing PartnerGeneralOrManagingPartner	Percentage OwnershipPercentageOwnership
Jackson Community Medical Records
205 N East Avenue	Jackson	MI	49201	371502443	Electronic medical records	MI	WA Foote Memorial Hospital	Unrelated	-152227	1409472	0	0	0.51000
Foote Health Center Associates
1100 E Michigan Avenue	Jackson	MI	49201	383017711	Medical space condos	MI	WA Foote Memorial Hospital	Related	69697	1182485	0	0	0.54430

Form990 Schedule R Part IV Form990ScheduleRPartIV (4 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivityPrimaryActivity	Legal Domicile StateLegalDomicileState	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Type Of EntityTypeOfEntity	Share Of Total IncomeShareOfTotalIncome	Share Of EOY AssetsShareOfEOYAssets	Percentage OwnershipPercentageOwnership	Legal Domicile Foreign CountryLegalDomicileForeignCountry
Physicians Choice Network Inc
205 N East Avenue	Jackson	MI	49201	382594857	Physician rental network	MI	WA Foote Memorial Hospital	C	-8303	116243	1.00000
Viking Health System Inc
205 N East Avenue	Jackson	MI	49201	382756161	Idle healthcare administration corporation	MI	WA Foote Memorial Hospital	C			1.00000
Cascades Insurance Company LTD
205 N East Avenue	Jackson	MI	49201	382027689	Malpractice insurance captive		WA Foote Memorial Hospital	C	5777277	17035060	1.00000	CJ
Cascades Professional Staffing Corporation
205 N East Avenue	Jackson	MI	49201	383370242	Idle staffing corporation	MI	WA Foote Memorial Hospital	C			1.00000

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	1	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	1	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	1	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	1	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	0	LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org	0	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	0	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	0	ExchangeOfAssets
Rental Of Facilities To Other Orgs	0	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	1	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	1	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	1	PerformOfServicesByOtherOrgs
Sharing Of Facilities	0	SharingOfFacilities
Sharing Of Paid Employees	1	SharingOfPaidEmployees
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	1	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	1	OtherTransferToOtherOrg
Other Transfer From Other Org	0	OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (16 entries)

Transaction TypeTransactionType	Amount InvolvedAmountInvolved	Method Of Amt DeterminationMethodOfAmtDetermination
Foote Health Center Associates
D	2024000	FMV
Foote Health Center Associates
A	125000	FMV
Allegiance Health Services
Q	593400	FMV
Hospice of Jackson dba Allegiance Hospice
K	848555	FMV
Hospice of Jackson dba Allegiance Hospice
N	955106	FMV
Hospice of Jackson dba Allegiance Hospice
A	402553	FMV
Cascades Insurance Company LTD
A	3774316	FMV
Cascades Insurance Company LTD
L	3066252	FMV
Jackson Community Medical Records
A	38529	FMV
Jackson Community Medical Records
N	1388867	FMV
Jackson Community Medical Records
J	2209897	FMV
Jackson Community Medical Records
D	1312060	FMV
Allegiance Health Foundation
C	834666	FMV
Healthlink
K	776537	FMV
CareLink of Jackson
K	4470000	FMV
CareLink of Jackson
J	287743	FMV