ASCENSION ARIZONA: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: ASCENSION ARIZONA (EIN 86-0455920)
Tax period: 2010-07-01 to 2011-06-30
Filed: 2012-05-14
IRS object ID: 201241359349301534
Schema version: 2010v3.4
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 H
Schedule I
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-05-14T09:52:02-05:00	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	Deloitte Tax LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	250 East Fifth Street Suite 1900	AddressLine1
City	Cincinnati	City
State	OH	State
ZIP Code	45202	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	860455920	EIN

Name Name

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

Field	Value	IRS element (for citing)
Name Control	CARO	NameControl
Phone	5208727796	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2202 N Forbes Blvd	AddressLine1
City	Tucson	City
State	AZ	State
ZIP Code	85745	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	Alan Strauss	Name
Title	CFO	Title
Phone	5208727796	Phone
Date Signed	2012-05-11	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Rebecca Lyons	Name
Phone	5137847100	Phone

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

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	James K Beckmann Jr	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	2202 N Forbes Blvd	AddressLine1
City	Tucson	City
State	AZ	State
ZIP Code	85745	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	528772745	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Group Exemption Number	0928	GroupExemptionNumber
Organization501c3	X	Organization501c3
Web Site	www.carondelet.org	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1987	YearFormation
State Legal Domicile	AZ	StateLegalDomicile
Activity Or Mission Description	Provide for the healthcare needs of the community.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	13	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	12	NbrIndependentVotingMembers
Total Nbr Employees	5170	TotalNbrEmployees
Total Nbr Volunteers	335	TotalNbrVolunteers
Total Gross UBI	2396265	TotalGrossUBI
Net Unrelated Business Txbl Income	-2331585	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	2265032	ContributionsGrantsPriorYear
Contributions Grants Current Year	2227454	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	515380428	ProgramServiceRevenuePriorYear
Program Service Revenue CY	514691276	ProgramServiceRevenueCY
Investment Income Prior Year	1138941	InvestmentIncomePriorYear
Investment Income Current Year	424556	InvestmentIncomeCurrentYear
Other Revenue Prior Year	8966412	OtherRevenuePriorYear
Other Revenue Current Year	8927966	OtherRevenueCurrentYear
Total Revenue Prior Year	527750813	TotalRevenuePriorYear
Total Revenue Current Year	526271252	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	2207741	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	1663304	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	248593183	SalariesEtcPriorYear
Salaries Etc Current Year	248058609	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	255325142	OtherExpensePriorYear
Other Expenses Current Year	279356346	OtherExpensesCurrentYear
Total Expenses Prior Year	506126066	TotalExpensesPriorYear
Total Expenses Current Year	529078259	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	21624747	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-2807007	RevenuesLessExpensesCY
Total Assets BOY	496166934	TotalAssetsBOY
Total Assets EOY	492258235	TotalAssetsEOY
Total Liabilities BOY	189329664	TotalLiabilitiesBOY
Total Liabilities EOY	189796637	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	306837270	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	302461598	NetAssetsOrFundBalancesEOY
Mission Description	Provide for the healthcare needs of the community; to embrace the person in mind, body and spirit; and to serve all people with dignity.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	435954432	Expense
Grants	1663304	Grants
Revenue	518289283	Revenue
Description	During fiscal year 2011, Carondelet Health Network provided $49,151,981, or 9.72 percent of net revenue, in community benefit to the residents of Southern Arizona. Each year, Carondelet Health Network provides community education and outreach, free immunization clinics for children, health screenings, and community spiritual care and outreach services for the poor and vulnerable. As a Catholic, faith-based healing ministry, Carondelet Health Network is deeply committed to transforming health care through active collaboration with community organizations and non-profit organizations to identify and address community need to improve health and well-being for life. See Schedule H for Community Benefit Report.	Description
Total Program Service Expense	435954432	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	0	TermOrPermanentEndowments
Report Land Bldg Equip	1	ReportLandBldgEquip
Report Invest Oth Securities	0	ReportInvestOthSecurities
Report Prog Rel Invest	0	ReportProgRelInvest
Report Other Assets	1	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	0	ForeignOffice
Foreign Activities	0	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	0	TaxExemptBonds
Excess Benefit Transaction	0	ExcessBenefitTransaction
Prior Excess Benefit Transaction	0	PriorExcessBenefitTransaction
Loan To Officer Or DQP	0	LoanToOfficerOrDQP
Grant To Related Person	0	GrantToRelatedPerson
Bsnss Rltnshp With Organization	0	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	0	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	0	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	0	DeductibleNonCashContributions
Deductible Contributions Of Art	0	DeductibleContributionsOfArt
Terminated	0	Terminated
Partial Liquidation	0	PartialLiquidation
Disregarded Entity	1	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	869	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	1	ComplianceWithBackupWitholding
Number Of Employees	5170	NumberOfEmployees
Employment Tax Returns Filed	1	EmploymentTaxReturnsFiled
Unrelated Business Income	1	UnrelatedBusinessIncome
Form990-T Filed	1	Form990-TFiled
Foreign Financial Account	0	ForeignFinancialAccount
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	13	NbrVotingGoverningBodyMembers
Number Independent Voting Members	12	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
States Where Copy Of Return Is Filed	AZ	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

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

Field	Value	IRS element (for citing)
Telephone Number	5208727520	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	2202 N Forbes Blvd	AddressLine1
City	Tucson	City
State	AZ	State
ZIP Code	85745	ZIPCode

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

Form990 Part VII Section A Form990PartVIISectionA (40 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	Key EmployeeKeyEmployee	Highest Compensated EmployeeHighestCompensatedEmployee	FormerFormer
Stephen Quinlan
Chairman	0.50	X	X	0	0	0
Sr Annette Bower
Vice-Chair	0.50	X	X	0	0	0
Christopher Linscott
Secretary	0.50	X	X	0	0	0
Elizabeth Kaminski
Treasurer	0.50	X	X	0	0	0
John Boulet
Director	0.50	X		0	0	0
Wade Harman
Director	0.50	X		0	0	0
John Lauer
Director	0.50	X		0	0	0
Sr Judy Murphy
Director	0.50	X		0	0	0
Fran Roberts
Director	0.50	X		0	0	0
Carolyn Smeltzer
Director	0.50	X		0	0	0
William Stout
Director	0.50	X		0	0	0
Ronald Wagner
Director	0.50	X		0	0	0
Ruth Brinkley
CEO-CHN	40.00	X	X	1329431	0	30355
Odette Bolano
COO-CHN	40.00		X	455122	0	50383
Debra Finch
COO/CNO-CSM	40.00		X	249712	0	23457
Wanona Fritz
CEO-CSM/HCH	40.00		X	435187	0	38372
Deb Mohesky
CFO-CHN (start 1/11)	40.00		X	0	0	0
Berta Kaemmerling
COO/CNO-CSM (start 4/10)	40.00		X	156619	0	9180
Amy Elizabeth Beiter
CMO-CSM	40.00			240404	0	50412	X
Neil Carolan
VP Phys. Development Officer	40.00			218131	0	38951	X
Andrew Cosentino
VP Executive Neurology	40.00			217040	0	38628	X
Anthony Fonze
VP CIO	40.00			0	274481	28915	X
Daisy Jenkins
Sr. VP Human Resources (start 1/10)	40.00			291966	0	21573	X
Jude Magers
VP Mission Integration	40.00			187271	0	30565	X
Patricia Martinez
VP Chief Quality Off (start 4/10)	40.00			266859	0	16541	X
Diana McBroom
CNO-CSM	40.00			222088	0	41323	X
Tracy Prigmore
VP Strategic Planning	40.00			312174	0	11611	X
Irma Ramirez
VP Comm/Govt. Relations	40.00			217287	0	29391	X
Judy Tatman
VP Clinical Excellence	40.00			320193	0	21173	X
Linda Werbylo
VP Operations Integ.	40.00			242229	0	47377	X
Donna Zazworsky
VP Comm Health	40.00			166540	0	12726	X
Cecilia Dindal
RN	40.00			152588	0	17094		X
John Eaker
Materials Mgmt. Director	40.00			154065	0	15241		X
Doug Kell
Finance Director	40.00			214148	0	11666		X
Daniel Kopp
Director Pharmacy	40.00			170822	0	20060		X
Tariq Quraishy
RN	40.00			157204	0	10470		X
Wesley Colvin
Former COO-CHN (end 7/09)	0.00			415301	0	3474			X
Andrew Guarni
Former CFO-CHN (end 1/10)	0.00			189861	0	2236			X
Peggy MacMacken
Former CNO-CSJ (end 2/09)	0.00			199368	0	0			X
Thomas Murphy
Former CLO (end 1/09)	0.00			139955	0	0			X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	7321565	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	274481	TotalReportableCompFrmRltdOrgs
Total Other Compensation	621174	TotalOtherCompensation
Number Individuals GT100 K	165	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
Morrisons Management Specialists
5801 Peachtree Dunwoody Rd	Atlanta	GA	30342	Nutritional Services	11135574
Crothall Healthcare
13028 Collections Center Dr	Chicago	IL	60693	Housekeeping	5802843
TriMedx LLC
PO Box 636129	Cincinnati	OH	452636129	Equipment Maintenance	5327321
Radiology Ltd
PO Box 12249	Tucson	AZ	85732	Physician Services	2193193
Hall Render Killian Heath & Lyman
39778 Treasury Center	Chicago	IL	606949700	Legal Services	2147970

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	54	NumberOfContractorsGT100K
Related Organizations	1509217	RelatedOrganizations
Government Grants	718237	GovernmentGrants
Total Contributions	2227454	TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	Unrelated Business RevenueUnrelatedBusinessRevenue
Net Patient Services	621990	468817922	468817922
Joint Ventures	621990	30021540	29285499	736041
Corporate Allocation	561000	15851814	15851814

Field	Value	IRS element (for citing)
Total Program Service Revenue	514691276	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	424556	TotalRevenueColumn
Exclusion	$424,556	ExclusionAmount

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	2162178	Real

Less Rental Expenses LessRentalExpenses

Field	Value	IRS element (for citing)
Real	2501493	Real

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	-339315	Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	-339315	TotalRevenueColumn
Exclusion	-$339,315	ExclusionAmount

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	ExclusionExclusionAmount	Unrelated Business RevenueUnrelatedBusinessRevenue	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
Cafeteria/Vending Rev.	722210	3273009	$3,273,009
Ref. Lab and Childcare	621990	1660224		1660224
Unclaimed Property Rev	900090	1414479			1414479

Miscellaneous Revenue MiscellaneousRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	2919569	TotalRevenueColumn
Related Or Exempt Function Income	2919569	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Other Revenue	9267281	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	526271252	TotalRevenueColumn
Related Or Exempt Function Income	518289283	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	2396265	UnrelatedBusinessRevenue
Exclusion	$3,358,250	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	1663304	Total
Program Services	1663304	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	5768201	Total
Program Services	2146355	ProgramServices
Management And General	3621846	ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	202826838	Total
Program Services	184925532	ProgramServices
Management And General	17901306	ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	5361501	Total
Program Services	4836074	ProgramServices
Management And General	525427	ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	18695473	Total
Program Services	16863317	ProgramServices
Management And General	1832156	ManagementAndGeneral

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	15406596	Total
Program Services	13896750	ProgramServices
Management And General	1509846	ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	671612	Total
Program Services	548909	ProgramServices
Management And General	122703	ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	2076668	Total
Program Services	29314	ProgramServices
Management And General	2047354	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	1057173	Total
Management And General	1057173	ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	80481	Total
Management And General	80481	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	61520166	Total
Program Services	37929186	ProgramServices
Management And General	23590980	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	1112154	Total
Program Services	131566	ProgramServices
Management And General	980588	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	12298216	Total
Program Services	9524630	ProgramServices
Management And General	2773586	ManagementAndGeneral

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	25026092	Total
Program Services	690626	ProgramServices
Management And General	24335466	ManagementAndGeneral

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	6513093	Total
Program Services	5536129	ProgramServices
Management And General	976964	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	940639	Total
Program Services	467053	ProgramServices
Management And General	473586	ManagementAndGeneral

Interest Interest

Field	Value	IRS element (for citing)
Total	4135677	Total
Program Services	3515325	ProgramServices
Management And General	620352	ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	3259170	Total
Management And General	3259170	ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	23137422	Total
Program Services	19666809	ProgramServices
Management And General	3470613	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	1972746	Total
Program Services	991338	ProgramServices
Management And General	981408	ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
Supplies	85245232	84679541	565691	0
Bad Debt	37459555	37459555	0	0
Food Service Expense	6222757	5484319	738438	0
Physician Guarantee Exp	1544387	1544387
Restructuring Charges	1454852	1454852	0	0

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	3628254	Total
Program Services	1969561	ProgramServices
Management And General	1658693	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	529078259	Total
Program Services	435954432	ProgramServices
Management And General	93123827	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	10069646	BOY
EOY	12735023	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	59520532	BOY
EOY	58973574	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	10611206	BOY
EOY	9393958	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	2876372	BOY
EOY	2379591	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	403117270	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	143254774	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	277026831	BOY
EOY	259862496	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	136062347	BOY
EOY	148913593	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	496166934	BOY
EOY	492258235	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	51568965	BOY
EOY	57941947	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	3917433	BOY
EOY	3275964	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	133843266	BOY
EOY	128578726	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	189329664	BOY
EOY	189796637	EOY

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

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	306458970	BOY
EOY	302165985	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	378300	BOY
EOY	696075	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	306837270	BOY
EOY	302461598	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	496166934	BOY
EOY	492258235	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	-2807007	ReconcilationRevenueExpenses
Reconcilation Other Changes	-1568665	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	1	FederalGrantAuditRequired
Federal Grant Audit Performed	1	FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Hospital170b1 Aiii	X	Hospital170b1Aiii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

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

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	0	Volunteers
Paid Staff Or Management	1	PaidStaffOrManagement
Media Advertisements	0	MediaAdvertisements
Mailings Members	0	MailingsMembers
Publications Or Broadcast	0	PublicationsOrBroadcast
Grants Other Organizations	1	GrantsOtherOrganizations
Grants Other Organizations	$5,875	GrantsOtherOrganizationsAmount
Direct Contact Legislators	1	DirectContactLegislators
Direct Contact Legislators	$44,078	DirectContactLegislatorsAmount
Rallies Demonstrations	1	RalliesDemonstrations
Rallies Demonstrations	$8	RalliesDemonstrationsAmount
Other Activities	1	OtherActivities
Other Activities	$30,520	OtherActivitiesAmount
Total Lobbying Expenditures IIB	80481	TotalLobbyingExpendituresIIB
Not Described In501c3	0	NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

Field	Value	IRS element (for citing)
Identifier	Explanation of Other Lobbying Activities:	Identifier
Return Reference	Part II-B, Line 1i:	ReturnReference
Explanation	Other activities represent the portion of dues paid to national and state hospital associations that is specifically allocable to lobbying.	Explanation

Schedule D IRS990ScheduleD

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	6337390	BeginningOfYearBalance
Investment Earnings Or Losses	1004559	InvestmentEarningsOrLosses
Other Expenditures	50604	OtherExpenditures
End Of Year Balance	7291345	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	6306720	BeginningOfYearBalance
Investment Earnings Or Losses	389627	InvestmentEarningsOrLosses
Other Expenditures	358957	OtherExpenditures
End Of Year Balance	6337390	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Contributions	3863754	Contributions
Investment Earnings Or Losses	2442966	InvestmentEarningsOrLosses
End Of Year Balance	6306720	EndOfYearBalance

Field	Value	IRS element (for citing)
Board Designated EOY Balance	1.00000	BoardDesignatedEOYBalance
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)
Investment Cost Or Other Basis	542430	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	32091570	OtherCostOrOtherBasis
Book Value	32634000	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	226540013	OtherCostOrOtherBasis
Depreciation	56338643	Depreciation
Book Value	170201370	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	2268653	OtherCostOrOtherBasis
Depreciation	2058593	Depreciation
Book Value	210060	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	123849818	OtherCostOrOtherBasis
Depreciation	79521587	Depreciation
Book Value	44328231	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	17824786	OtherCostOrOtherBasis
Depreciation	5335951	Depreciation
Book Value	12488835	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	259862496	TotalOfBookValueLandBuildings

Other Assets OtherAssets (7 entries)

DescriptionDescription	Book ValueBookValue
Investments in Unconsolidated Entities	96185163
Due from Affiliates	33387699
Physician Guarantees	4307163
Deferred Compensation	2656794
Health System Depository Accounts	1897445
Est. Settlements from Third Party Payors	1489473
Other Receivables	8989856

Field	Value	IRS element (for citing)
Total Book Value Other Assets	148913593	TotalBookValueOtherAssets

Other Liabilities OtherLiabilities (8 entries)

DescriptionDescription	AmountAmount
Intercompany Debt to Ascension Health	$84,738,966
Other Miscellaneous	$22,267,562
Self Insurance Liability	$5,631,601
Settlements to Third Party Payors	$5,223,409
Environmental Liabilities	$4,196,257
Deferred Compensation Liability	$2,656,794
Physician Debt Guarantees	$269,398
Other Debt	$3,594,739

Field	Value	IRS element (for citing)
Total Of Amounts	128578726	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	To support program services for St. Mary's and St. Joseph's hospitals.	Explanation

Schedule H IRS990ScheduleH

Field	Value	IRS element (for citing)
Charity Care Policy	1	CharityCarePolicy
Written Policy	1	WrittenPolicy
Policy Applied To All Hospitals	X	PolicyAppliedToAllHospitals
FPG Reference Free Care	1	FPGReferenceFreeCare

Other Percentage OtherPercentage

Field	Value	IRS element (for citing)
Other	X	Other
Free Other Percentage	400.000000000000	FreeOtherPercentage

Field	Value	IRS element (for citing)
FPG Reference Discounted Care	1	FPGReferenceDiscountedCare
Pcent400	X	Pcent400
Free Disc Care Medically Indigent	1	FreeDiscCareMedicallyIndigent
Amounts Budgeted For Charity Care	1	AmountsBudgetedForCharityCare
Expenses Exceeded Budget	0	ExpensesExceededBudget
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	5305534	TotalCommunityBenefitExpense
Net Community Benefit Expense	5305534	NetCommunityBenefitExpense
Percent Of Total Expense	0.01080	PercentOfTotalExpense

Unreimbursed Medicaid UnreimbursedMedicaid

Field	Value	IRS element (for citing)
Total Community Benefit Expense	112179545	TotalCommunityBenefitExpense
Direct Offsetting Revenue	86617969	DirectOffsettingRevenue
Net Community Benefit Expense	25561576	NetCommunityBenefitExpense
Percent Of Total Expense	0.05200	PercentOfTotalExpense

Total Charity Care TotalCharityCare

Field	Value	IRS element (for citing)
Total Community Benefit Expense	117485079	TotalCommunityBenefitExpense
Direct Offsetting Revenue	86617969	DirectOffsettingRevenue
Net Community Benefit Expense	30867110	NetCommunityBenefitExpense
Percent Of Total Expense	0.06280	PercentOfTotalExpense

Community Health Services CommunityHealthServices

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	50	NumberOfActivitiesOrPrograms
Persons Served	50669	PersonsServed
Total Community Benefit Expense	5346167	TotalCommunityBenefitExpense
Direct Offsetting Revenue	490393	DirectOffsettingRevenue
Net Community Benefit Expense	4855774	NetCommunityBenefitExpense
Percent Of Total Expense	0.00990	PercentOfTotalExpense

Health Professions Education HealthProfessionsEducation

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	12	NumberOfActivitiesOrPrograms
Total Community Benefit Expense	7399061	TotalCommunityBenefitExpense
Net Community Benefit Expense	7399061	NetCommunityBenefitExpense
Percent Of Total Expense	0.01510	PercentOfTotalExpense

Subsidized Health Services SubsidizedHealthServices

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	6	NumberOfActivitiesOrPrograms
Persons Served	11814	PersonsServed
Total Community Benefit Expense	42369266	TotalCommunityBenefitExpense
Direct Offsetting Revenue	36823228	DirectOffsettingRevenue
Net Community Benefit Expense	5546038	NetCommunityBenefitExpense
Percent Of Total Expense	0.01130	PercentOfTotalExpense

Cash And In Kind Contributions CashAndInKindContributions

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	69	NumberOfActivitiesOrPrograms
Persons Served	1322	PersonsServed
Total Community Benefit Expense	483998	TotalCommunityBenefitExpense
Net Community Benefit Expense	483998	NetCommunityBenefitExpense
Percent Of Total Expense	0.00100	PercentOfTotalExpense

Total Other Benefits TotalOtherBenefits

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	137	NumberOfActivitiesOrPrograms
Persons Served	63805	PersonsServed
Total Community Benefit Expense	55598492	TotalCommunityBenefitExpense
Direct Offsetting Revenue	37313621	DirectOffsettingRevenue
Net Community Benefit Expense	18284871	NetCommunityBenefitExpense
Percent Of Total Expense	0.03730	PercentOfTotalExpense

Total Community Benefits TotalCommunityBenefits

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	137	NumberOfActivitiesOrPrograms
Persons Served	63805	PersonsServed
Total Community Benefit Expense	173083571	TotalCommunityBenefitExpense
Direct Offsetting Revenue	123931590	DirectOffsettingRevenue
Net Community Benefit Expense	49151981	NetCommunityBenefitExpense
Percent Of Total Expense	0.10010	PercentOfTotalExpense

Physical Improvements And Housing PhysicalImprovementsAndHousing

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	1	NumberOfActivitiesOrPrograms
Persons Served	125	PersonsServed
Total Community Building Expense	20912	TotalCommunityBuildingExpense
Net Community Building Expense	20912	NetCommunityBuildingExpense
Percent Of Total Expense	0.00000	PercentOfTotalExpense

Economic Development EconomicDevelopment

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	3	NumberOfActivitiesOrPrograms
Total Community Building Expense	10901	TotalCommunityBuildingExpense
Net Community Building Expense	10901	NetCommunityBuildingExpense
Percent Of Total Expense	0.00000	PercentOfTotalExpense

Community Support CommunitySupport

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	5	NumberOfActivitiesOrPrograms
Persons Served	177	PersonsServed
Total Community Building Expense	10405	TotalCommunityBuildingExpense
Net Community Building Expense	10405	NetCommunityBuildingExpense
Percent Of Total Expense	0.00000	PercentOfTotalExpense

Coalition Building CoalitionBuilding

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	6	NumberOfActivitiesOrPrograms
Persons Served	39	PersonsServed
Total Community Building Expense	28426	TotalCommunityBuildingExpense
Net Community Building Expense	28426	NetCommunityBuildingExpense
Percent Of Total Expense	0.00010	PercentOfTotalExpense

Health Improvement Advocacy HealthImprovementAdvocacy

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	8	NumberOfActivitiesOrPrograms
Total Community Building Expense	89369	TotalCommunityBuildingExpense
Direct Offsetting Revenue	14360	DirectOffsettingRevenue
Net Community Building Expense	75009	NetCommunityBuildingExpense
Percent Of Total Expense	0.00020	PercentOfTotalExpense

Total Total

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	23	NumberOfActivitiesOrPrograms
Persons Served	341	PersonsServed
Total Community Building Expense	160013	TotalCommunityBuildingExpense
Direct Offsetting Revenue	14360	DirectOffsettingRevenue
Net Community Building Expense	145653	NetCommunityBuildingExpense
Percent Of Total Expense	0.00030	PercentOfTotalExpense

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	0	BadDebtExpenseReported
Bad Debt Expense	$9,312,445	BadDebtExpenseAmount
Amount Attributable To	6811446	AmountAttributableTo
Amount Reimbursed By Medicare	216087095	AmountReimbursedByMedicare
Cost Of Care Reimbursed By Medicare	242046820	CostOfCareReimbursedByMedicare
Medicare Surplus Or Shortfall	-25959725	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
Number Of Hospital Facilities	2	NumberOfHospitalFacilities

Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA (2 entries)

Facility NumberFacilityNumber	Address Line1Address/AddressLine1	CityAddress/City	StateAddress/State	ZIP CodeAddress/ZIPCode	Licensed HospitalLicensedHospital	General Medical And SurgicalGeneralMedicalAndSurgical	Er24 HoursEr24Hours
St Joseph's Hospital
1	350 N Wilmot	Tucson	AZ	85711	X	X	X
St Mary's Hospital
2	1601 W St Marys Rd	Tucson	AZ	85745	X	X	X

Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB

Hospital Facility Name HospitalFacilityName

Field	Value	IRS element (for citing)
Business Name Line1	NA	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	43	NumberOfOtherFacilities

Other Facilities OtherFacilities (43 entries)

Address Line1Address/AddressLine1	CityAddress/City	StateAddress/State	ZIP CodeAddress/ZIPCode	Facility TypeFacilityType
CMG Oro Valley
10425 N Oracle Rd Suite 105	Tucson	AZ	85737	Medical Group
Carondelet Medical Mall
1055 N La Canada Dr	Green Valley	AZ	85614	Physician Offices
CMG Nogales
1209 W Target Range Rd	Nogales	AZ	85621	Medical Group & Physician Clinic
CMG Fort Lowell
137 E Fort Lowell Rd	Tucson	AZ	85745	Medical Group
CMG Urgent Care Sahuarita
15920 S Rancho Sahuarita Blvd	Sahuarita	AZ	85629	Medical Group
Physician Office
1701 W St Marys Suite 147	Tucson	AZ	85745	Physician Office
Occupational Health
1712 W Anklam Suite 101	Tucson	AZ	85745	Physician Office
St Mary's Imaging Center
1750 W Anklam	Tucson	AZ	85745	Imaging Center
Physician Offices
1775 W St Marys Rd Ste 111 115	Tucson	AZ	85745	Physician Offices
Physician Offices
1773 W St Marys Rd Suite 103	Tucson	AZ	85745	Physician Offices
Holy Family Center
1802 W St Marys Rd	Tucson	AZ	85745	Nursing Care Services/Hospice Services
Dr Berman Practice
1815 W St Marys Rd	Tucson	AZ	85745	Physician Office-Surgery Care
CMG Urgent Care Silverbell
2500 N Silverbell Rd	Tucson	AZ	85745	Physician Clinics
CMG Osteopathic Internists
3920 N Campbell	Tucson	AZ	85719	Medical Offices
CMG Southwest
3939 S Park Ave Suites 150160	Tucson	AZ	85713	Physician Office
St Mary's Medical Plaza
395 N Silverbell	Tucson	AZ	85745	Physician Offices
CMG North Campbell Plaza
3974 N Campbell	Tucson	AZ	85719	Physician Office
Carondelet Specialist
3987 E Paradise Falls Suite 118	Tucson	AZ	85712	Medical Group
CMG Green Valley Medical Mall
400 W Camino Casa Verde	Nogales	AZ	85614	Physician Office and Imaging Services
South Rehab
445 N Silverbell Rd Suite 3	Tucson	AZ	85745	Rehab Services
CSM South Wing-Timeshare & Pima Heart
445 N Silverbell Rd Suite 202 200	Tucson	AZ	85745	Physician Office
Medical Office Building
4892 N Stone Ave	Tucson	AZ	85704	Medical Office Building
CMG Wetmore
541 W Wetmore Rd	Tucson	AZ	85705	Medical Group
CMG Northwest
551 W Magee Rd	Tucson	AZ	85704	Medical Group
Silverbell Ambulatory Surgery Center
585 N Silverbell	Tucson	AZ	85745	Surgery Center
CMG Kiva
6274 E Grant Rd	Tucson	AZ	85712	Medical Group
Carondelet Imaging Center
630 Alvernon Way Suite 150	Tucson	AZ	85711	Imaging Center
Sports Plus Physical Therapy
630 Alvernon Way Suite 181	Tucson	AZ	85711	Physical Therapy Office
CMG Central
630 Alvernon Way Suite 251	Tucson	AZ	85711	Medical Group
Carondelet Specialist Dr Berman
6320 N LaCholla Blvd Suite 370	Tucson	AZ	85741	Physician Office
Carondelet Family Practice
6528 E Carondelet Dr	Tucson	AZ	85710	Physician Office
Center for Advanced Wound Care
6565 E Carondelet Dr Suite 265	Tucson	AZ	85710	Wound Care Center
Carondelet Family Practice
6566 E Carondelet Dr	Tucson	AZ	85711	Physician Office
CMG Carondelet Drive
6567 E Carondelet Drive Suite 555	Tucson	AZ	85710	Medical Group
Rita Ranch Medical Mall
8290 S Houghton Rd	Tucson	AZ	85757	Medical Group, Imaging Services
CMG Bears Path Clinic
8826 E Tanque Verde	Tucson	AZ	85749	Physician Clinic
Primeros Pasos
4600 N Park Ave Suite 6B	Tucson	AZ	85714	Family Medical Center
Physician Offices
6060 N Fountain Plaza Suite 180	Tucson	AZ	85745	Physician Office
Nogales Rehab
857 W Bell Rd Suite 3	Nogales	AZ	85621	Rehab Services
RLC LLC
6567 E Carondelet Drive Suite 105	Tucson	AZ	85710	Imaging Services
Stereotactic Radiology
6567 E Carondelet Drive Suite 185	Tucson	AZ	85710	Imaging Center
Spine Clinic
6567 E Carondelet Drive Suite 355	Tucson	AZ	85710	Spine Clinic
Carondelet Specialist
6567 E Carondelet Drive Suite 225	Tucson	AZ	85710	Physician Office

Form990 Schedule H Part VI Form990ScheduleHPartVI (13 entries)

ExplanationExplanation
Part I, Line 6a: The organization prepares and files an annual Community Benefit Plan Report. This report is prepared on a consolidated basis and includes data for Carondelet Health Network, Holy Cross Hospital, Carondelet Foundation, and Carondelet Heart & Vascular Institute.
Part I, Line 7: The cost of providing charity care, means tested government programs, and community benefit programs is estimated using internal cost data, and is calculated in compliance with Catholic Health Association ("CHA") guidelines. The organization uses a cost accounting system that addresses all patient segments (for example, inpatient, outpatient, emergency room, private insurance, Medicaid, Medicare, uninsured, or self pay). The best available data was used to calculate the amounts reported in the table.
Part I, Line 7g: The organization has not included costs attributable to physician clinics as part of subsidized health services.
Part I, L7 Col(f): The amount of bad debt expense reported on Form 990, Part IX, Line 25, column (A), but subtracted for purposes of calculating the percentages in Part I, Line 7, column (f) is $37,459,555.
Part II: Carondelet Health Network's ("CHN") leadership team collaborates actively with a variety of community organizations in community building activities to advance the economic and overall growth and vitality of the region. This is done through active participation in economic development and chamber of commerce activities, through coalition building with community partners, and through advocacy for community health improvements around access to care and public health initiatives. CHN is a member of the Tucson Regional Economic Authority, Chairman's Circle (TREO). TREO offers an integrated approach of programs and services to support the creation of new businesses, the expansion of existing businesses within the region, and the attraction of companies that offer high impact jobs and share the community's values. The Carondelet CEO serves on the Chairman's Circle and the Sr. VP Chief Human Resources Officer serves on the Board of Directors. CHN's VP of Advocacy is a member of the Public Policy Committees for the Tucson Metro Chamber of Commerce and the Tucson Hispanic Chamber of Commerce. Additional activities involved are the Arizona Hospital and Healthcare Association Government Relations Council, the Arizona Town Hall, Green Valley Chamber of Commerce Advisory Council and the Green Valley Healthcare Coordinating Council. The Southern Arizona Leadership Council (SALC) is Southern Arizona's leading business group and the CHN Executive VP of Human Resources serves as a member of this leading organization. SALC's mission is to advocate for the region's well being around key issues of importance including job growth, economic development, business friendly environment, health, education and other regional interests. Through active participation in these diverse organizations, CHN leadership ensures that key initiatives which these leading organizations consider and execute advance the community health and well-being of the region.
Part III, Line 4: The organization is a part of the Carondelet Health Network consolidated audit. The footnote that references bad debt expense in the 6/30/2011 consolidated audit is as follows:The provision for bad debt expense is based upon management's assessment of expected net collections, taking into consideration economic conditions, historical experience, trends in health care coverage, and other collection indicators. Periodically throughout the year, management assesses the adequacy of the allowance for uncollectible accounts based upon historical write-off experience by payor category, including those amounts not covered by insurance. The results of this review are then used to make any modifications to the provision for bad debt expense and establish an appropriate allowance for uncollectible accounts. After satisfaction of amounts due from insurance and reasonable efforts to collect from the patient have been exhausted, CHN follows established guidelines for placing certain past-due patient balances with collection agencies, subject to the terms of certain restrictions on collection efforts as determined by Ascension Health. Accounts receivable are written off after collection efforts have been followed in accordance with CHN's policies.The organization's share of bad debt expense in 2010 was $37,459,555 at charges ($9,312,445 at cost).
Part III, Line 8: Carondelet Health Network follows the Catholic Health Association ("CHA") guidelines for determining community benefit. CHA community benefit reporting guidelines suggest that Medicare shortfall is not treated as community benefit.
Part III, Line 9b: The organization has a written debt collection policy that also includes a provision on the collection practices to be followed for patients who are known to qualify for charity care or financial assistance. Patients who are cooperating in good faith to resolve their hospital bills will not receive from Carondelet Health Network liens on primary residences or wage garnishments and unpaid bills will not be sent outside to collection agencies.
Part VI, Line 2: Carondelet Health Network follows the Catholic Healthcare Association Guidelines which state that a Community Needs Assessment ("CNA") should be completed every three years. The last Community Needs Assessment was commissioned in 2007 and delivered in December of 2009 from an outside research center affiliated with Arizona State University. The research center worked with an internal committee for guidance of the needs assessment. Other internal strategic documents are used to identify community needs and hospital data support the work community outreach programs do in Tucson. In June 2010, an outside consultant provided a Senior Community Assessment for Santa Cruz County with senior groups and community and health agencies. The results were shared at a community presentation attended by community agencies and health care providers.
Part VI, Line 3: Upon admission, patients are encouraged to apply for the state Medicaid program if they are uninsured as well as other public benefits such as TANF or SNAP if the patient has a need. If patients prove they meet at least one (1) of eight (8) criteria outlined in the policy, they will be eligible for charity care. The patient will be placed in pre-emptive charity care status and after all bills are finalized a request for the total amount to be billed and written-off as charity care will be made on the patients behalf by their financial counselor. Trained financial counselors will work with patients if it is not easily determined that a patient qualifies for charity care or to what level of financial assistance a patient may qualify for. The Pre-emptive Charity Care Policy is posted in the Emergency Department, Admitting, hospital lobbies, other public areas as well as summarized on the Carondelet website and is to be included in a patient's financial statements when sent. The Network participates in "Tu Salud", a Southern AZ community Collaboration CHIPRA funded outreach program which provides a community outreach worker/financial counselor at community events to facilitate enrollment into government and community assistance programs. CHN led a Southern Arizona "Phonathon" , which was a one day event, to increase awareness of state Medicaid eligibility requirements and other public funding resources as well as to facilitate enrollment of qualifying individuals and families.
Part VI, Line 4: The primary and secondary service area includes Pima, Santa Cruz and Cochise Counties. The population is 1.21 million individuals based on 2010 census data. This growth is 2.05% from 2000. The average household size is 2.53. The median age is 37.4 which is at the national average. 51.7% of the population earns less than $50,000 with the median household income at $48,208 and the per capita income at $24,171. 27.2% of the population is over the age of 55. The demographics of the area with regard to ethnicity is as follows: 36% of Hispanic origin, 3.8% two or more races, 15.6% some other race alone, 0.2% Pacific Islander alone, 2.2% Asian American, 2.8% American Indian alone, 3.5% Black and 36% White alone. Santa Cruz County has been growing at a percentage of 2.14% between 2000 and 2014, the national average is 0.76%. Current population, based on the 2010 census reveals a total of 47,420 in Santa Cruz County. There are a total number of households of 15,437 which represents a 2.72% growth since 2000. Eighty-one percent of the population are households with 2+ members, and 77.7% are family households. Husband-Wife families comprise 55.7% of this, and 26.7% with children. The average household size is 3.1 members.
Part VI, Line 6: Carondelet Health Network ("CHN") provides a wide variety of services to the communities where it has a presence. Activities include social service enrollment, support groups for patients, families and the community at large, chronic disease education to patients, families and outside medical professionals, spiritual care services and parish nursing program. CHN works with community partners to provide mobile health services for the area homeless, border health outreach, promotion of state Medicaid enrollment, education on chronic diseases to schools, patients, churches and health and human service organizations. Associates serve on various Boards of Directors for local and regional organizations. Additional community outreach includes health screenings, health fairs and educational conferences and events throughout the year. The following are the organizations which Carondelet leadership is engaged in key community coalition building activities, community events, or initiatives: Catholic Community Services of Southern Arizona, Primavera Foundation, YWCA of Tucson, American Diabetes Association, American Heart Association, American Cancer Society, American Israel Friendship League, University of Arizona African American Advisory Committee, Tucson Unified School district African American studies, Tucson Urban League, Habitat for Humanity, Rotary Club of Tucson, Catholic Foundation, Science Foundation of Southern Arizona, Tucson Arthritis Support League, United Way, American Red Cross. Several Senior Leaders are board members for Mercy Care Plan, an Arizona Health Care Cost Containment System plan(Arizona's Medicaid entity), jointly owned by Carondelet Health Network and St. Joseph's Hospital in Phoenix. The Chief Medical Officer from Carondelet St. Mary's Hospital serves on the Pima Community Access Program, a discount health program that offers membership for low income individuals and families access to primary, specialty and hospital care at discounted fees. The Chief Information Officer serves as a board member for the Health Information Network of Arizona with the intent to establish the state's Health Information Exchange.
Part VI, Line 7: Carondelet Health Network is a member of Ascension Health. Ascension Health is a Catholic, national health system consisting primarily of nonprofit corporations that own and operate local health care facilities, or Health Ministries, located in 20 of the United States and the District of Columbia. Ascension Health is sponsored by the Northeast, Southeast, East Central, and West Central Provinces of the Daughters of Charity of St. Vincent de Paul, the Congregation of St. Joseph, and the Congregation of the Sisters of St. Joseph of Carondelet. Carondelet Health Network located in Tucson, Arizona, consists of two nonprofit acute care hospitals. The hospitals within Carondelet Health Network provide inpatient, outpatient, and emergency care services for the residents of Tucson, Arizona. Admitting physicians are primarily practitioners in the local area. Carondelet Health Network is related to Ascension Health's other sponsored organizations through common control. Substantially all expenses of Ascension Health are related to providing health care services. Mission:Ascension Health directs its governance and management activities toward strong, vibrant, Catholic Health Ministries united in service and healing and dedicates its resources to spiritually centered care that sustains and improves the health of the individuals and communities it serves. In accordance with Ascension Health's mission of service to those persons living in poverty and other vulnerable persons, each Health Ministry accepts patients regardless of their ability to pay. Ascension Health uses four categories to identify the resources utilized for the care of persons living in poverty and community benefit programs: 1. Traditional charity care includes the cost of services provided to persons who cannot afford health care because of inadequate resources and/or those who are uninsured or underinsured. 2. Unpaid cost of public programs, excluding Medicare, represents the unpaid cost of services provided to persons covered by public programs for persons living in poverty and other vulnerable people. 3. Cost of other programs for persons living in poverty includes unreimbursed costs of programs intentionally designed to serve persons living in poverty and other vulnerale persons of the community, including substance abusers, the homeless, victims of child abuse, and persons with acquired immune deficiency syndrome.4. Community benefit consists of the unreimbursed costs of community benefit programs and services for the general community, not solely for the persons living in poverty, including health promotion and education, health clinics and screenings, and medical research. Discounts are provided to all uninsured patients, including those with the means to pay. Discounts provided to those patients who did not qualify for assistance under charity care guidelines are not included in the cost of providing care of persons who are living in poverty and community benefit programs. The cost of providing care of persons who are poor and community benefit programs is estimated using internal cost data and is calculated in compliance with guidelines established by both the Catholic Health Association (CHA) and the Internal Revenue Service (IRS).

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	1	RecordsMaintained

Recipient Table RecipientTable (18 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EIN Of RecipientEINOfRecipient	IRC SectionIRCSection	Amount Of Cash GrantAmountOfCashGrant	Purpose Of GrantPurposeOfGrant	Address Line2AddressUS/AddressLine2
Jewish Community Foundation of Southern Arizona
5546 E 4th St 100	Tucson	AZ	85711	860718936	501(c)(3)	6000	Sponsor Cindy Wool Memorial Seminar on Humanism in Medicine
St Thomas Foundation
4220 Harding Rd	Nashville	TN	37205	581663055	501(c)(3)	10000	Nashville, TN Flood Relief
El Rio Health Center
839 W Congress St	Tucson	AZ	85745	860816675	501(c)(3)	5500	Event Sponsorship
Carondelet Sisters of St Joseph of Carondelet
Carondelet Center - 11999 Chalon Rd	Tucson	AZ	900491524		501(c)(3)	25000	Support Sisters of St. Joseph of Carondelet	Rd
Rosenberg Media LLC
4729 E Sunrise Dr 505	Tucson	AZ	85718	263650978		7360	Sponsorship of Biz Tucson Health Care Summit Luncheon
American Heart Association
PO Box 4002908	Des Moines	IA	503402908	135613797	501(c)(3)	75000	Event Sponsorship
2nd Saturdays
64 E Broadway Blvd	Tucson	AZ	85701	242270892		8700	Sponsorship of Urban Street Festival
Primavera Foundation
702 South 6th Ave	Tucson	AZ	85701	860733182	501(c)(3)	7500	Sponsorship of Primavera Cooks
Angel Charity for Children
PO Box 13318	Tucson	AZ	85732	860472794	501(c)(3)	16800	Event Sponsorship
Tucson Metropolitan Chamber of Commerce
PO Box 991	Tucson	AZ	85702	860062660	501(c)(6)	10000	Event Sponsorship
Habitat for Humanity
621 W Lester	Tucson	AZ	85710	942725100	501(c)(3)	65000	Sponsor a Habitat for Humanity Home
Tucson Nurses Week Foundation
PO Box 65085	Tucson	AZ	857285085	860771880	501(c)(3)	10000	Event Sponsorship
American Red Cross
2916 E Broadway Blvd	Tucson	AZ	85716	530196605	501(c)(3)	10000	Event Sponsorship
Tucson Hispanic Chamber of Commerce
4420 E Speedway 101	Tucson	AZ	85712	860714441	501(c)(6)	7500	Annual Sponsorship
St Elizabeth of Hungary
140 W Speedway Blvd Ste 100	Tucson	AZ	85710	860100880	501(c)(3)	8327	Promote Healthy Nutrition Education
Arizona Telemedicine Program
1501 N Campbell Avenue	Tucson	AZ	85724		501(c)(3)	9778	Support Telemedicine Service Delivery in Arizona
American Diabetes Association
333 W Ft Lowell Rd Ste 123	Tucson	AZ	85705	131623888	501(c)(3)	7500	Sponsorship to Fund 'Stop Diabetes Community Relations and Collaboration'
Carondelet Foundation
120 N Tucson Blvd	Tucson	AZ	857164740	860749574	501(c)(3)	1089352	Payment of Foundation Operational Expenses

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	14	TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations	4	TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	Procedure for Monitoring Grants in the U.S.:	Identifier
Return Reference	Part I, Line 2:	ReturnReference
Explanation	Schedule I, Part I, Line 2: CHN provides charitable contributions to organizations in the community. Our related foundation organizes and monitors all contributions and ensures that the receiving organizations are qualified 501(c)(3) entities. All funds are used for their intended charitable purposes.	Explanation

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Idemnification Gross Up Payments	X	IdemnificationGrossUpPayments
Written Policy Re T And E Expenses	1	WrittenPolicyReTAndEExpenses
Substantiation Required	1	SubstantiationRequired
Compensation Committee	X	CompensationCommittee
Independent Consultant	X	IndependentConsultant
Written Employment Contract	X	WrittenEmploymentContract
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	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	0	AnyNonFixedPayments
Initial Contract Exception	0	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (27 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
Ruth Brinkley
673820	0	631788	0	23823	0	11025	0	19330	0	1359786	0	0	0
Odette Bolano
368458	0	80500	0	6164	0	43236	0	7147	0	505505	0	31184	0
Debra Finch
223171	0	25638	0	903	0	17395	0	6062	0	273169	0	0	0
Wanona Fritz
375976	0	51329	0	7882	0	26114	0	12258	0	473559	0	0	0
Berta Kaemmerling
146759	0	9277	0	583	0	5357	0	3823	0	165799	0	0	0
Amy Elizabeth Beiter
238695	0	0	0	1709	0	29982	0	20430	0	290816	0	0	0
Neil Carolan
178290	0	38759	0	1082	0	22962	0	15989	0	257082	0	17494	0
Andrew Cosentino
194682	0	20509	0	1849	0	22092	0	16536	0	255668	0	0	0
Anthony Fonze
0	220068	0	53520	0	893	0	12250	0	16665	0	303396	0	0
Daisy Jenkins
245450	0	40000	0	6516	0	6519	0	15054	0	313539	0	0	0
Jude Magers
160737	0	22776	0	3758	0	20740	0	9825	0	217836	0	0	0
Patricia Martinez
196307	0	61848	0	8704	0	5219	0	11322	0	283400	0	0	0
Diana McBroom
178696	0	31895	0	11497	0	23543	0	17780	0	263411	0	9748	0
Tracy Prigmore
160589	0	76059	0	75526	0	6492	0	5119	0	323785	0	0	0
Irma Ramirez
185113	0	31466	0	708	0	23185	0	6206	0	246678	0	10144	0
Judy Tatman
239234	0	39693	0	41266	0	8575	0	12598	0	341366	0	0	0
Linda Werbylo
234402	0	0	0	7827	0	28908	0	18469	0	289606	0	0	0
Donna Zazworsky
163090	0	2934	0	516	0	5881	0	6845	0	179266	0	0	0
Cecilia Dindal
150935	0	0	0	1653	0	5107	0	11987	0	169682	0	0	0
John Eaker
147008	0	1406	0	5651	0	808	0	14433	0	169306	0	0	0
Doug Kell
190289	0	23498	0	361	0	5491	0	6175	0	225814	0	0	0
Daniel Kopp
168443	0	1495	0	884	0	5881	0	14179	0	190882	0	0	0
Tariq Quraishy
155120	0	0	0	2084	0	5130	0	5340	0	167674	0	0	0
Wesley Colvin
0	0	0	0	415301	0	0	0	3474	0	418775	0	0	0
Andrew Guarni
42770	0	128700	0	18391	0	653	0	1583	0	192097	0	0	0
Peggy MacMacken
0	0	0	0	199368	0	0	0	0	0	199368	0	0	0
Thomas Murphy
0	0	0	0	139955	0	0	0	0	0	139955	0	0	0

Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)

Return ReferenceReturnReference

ExplanationExplanation

Part I, Line 1a

Tax indemnification and gross-up payments for executive bonuses, amounts are grossed up.

Part I, Lines 4a-b

The following individuals received severance payments: Wesley Colvin - $415,301 Peggy MacMacken - $199,368 Thomas Murphy - $139,955 Part I, Lines 4a-4b: Eligible executives participate in a program that provides for supplemental retirement benefits. The payment of benefits under the program, if any, is entirely dependent upon the facts and circumstances under which the executive terminates employment with the organization. Benefits under the program are unfunded and non-vested. Due to the substantial risk of forfeiture provision, there is no guarantee that these executives will ever receive any benefit under the program. Any amount ultimately paid under the program to the executive is reported as compensation on Form 990, Schedule J, Part II, Column B in the year paid. The organization made contributions to the supplemental nonqualified retirement plan in the amounts as noted: Amy Elizabeth Beiter - $21,407 Odette Bolano - $34,661 Neil Carolan - $15,863 Andrew Cosentino - $14,316 Jude Magers - $14,144 Diana McBroom - $16,520 Irma Ramirez - $15,905 Linda Werbylo - $20,459 Debra Finch - $8,827 Wanona Fritz - $17,539 The organization made payments from the supplemental nonqualified retirement plan in the amounts as noted: Odette Bolano - $31,184 Neil Carolan - $17,494 Diana McBroom - $9,748 Irma Ramirez - $10,144

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (12 entries)

IdentifierIdentifier	ExplanationExplanation	Return ReferenceReturnReference
Form 990, Part VI, Section A, line 6	Carondelet Health Network has a single corporate member, Ascension Health.
Form 990, Part VI, Section A, line 7a	Carondelet Health Network has a single corporate member, Ascension Health, who has the ability to elect members to the governing body of Carondelet Health Network.
Form 990, Part VI, Section A, line 7b	Ascension Health has designed a system authority matrix which assigns authority for key decisions that are necessary in the operation of the system. Specific areas that are identified in the authority matrix are: new organizations & major transactions; governing documents; appointments/removals; evaluation; debt limits; strategic & financial plans; assets; system policies & procedures. These areas are subject to certain levels of approval by Ascension per the system authority matrix.
Form 990, Part VI, Section B, line 11	Management, including certain officers, works diligently to complete the Form 990 and attached schedules in a thorough manner. Prior to filing the return, all Board Members are provided the Form 990 and management team members are available to answer any Board Members questions.
	The organization regularly and consistently monitors and enforces compliance with the conflict of interest policy in that any director, principal officer, or member of a committee with governing board delegated powers, who has a direct or indirect financial interest, must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors and members of the committees with governing board delegated powers considering the proposed transaction or arrangement. The remaining individuals on the governing board or committee meeting will decide if conflicts of interest exist. Each director, principal officer and member of a committee with governing board delegated powers annually signs a statement which affirms such person has received a copy of the conflict of interest policy, has read and understands the policy, has agreed to comply with the policy, and understands that the organization is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish its tax-exempt purpose.	Form 990, Part VI, Section B, line 12c
	In determining compensation of the organization's CEO, the process included a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision. The audit committee reviewed and approved the compensation. In the review of the compensation, the CEO was compared to individuals at other healthcare organizations in the area that hold the same title. During the review and approval of the compensation, documentation of the decision was recorded in the board minutes. The individual was not present when her compensation was decided. In determining compensation of other officers or key employees of the organization, the process, included a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision. The audit committee reviewed and approved the compensation. In the review of the compensation, the other officers or key employees of the organization were compared to other healthcare organizations' employees in the area that hold the same title. During the review and approval of the compensation, documentation of the decision was recorded in the board minutes.	Form 990, Part VI, Section B, line 15
	The organization will provide any documents open to public inspection upon request.	Form 990, Part VI, Section C, line 19
Explanation of Independent Contractors:	Amounts paid to TriMedx, LLC represent amounts paid for services and materials. These amounts cannot be separated.	Form 990, Part VII, Section B:
Changes in Net Assets or Fund Balances:	Transfers to Sponsors -462,930. Change in Share of Joint Ventures Net Assets 5,528,280. Transfers to Ascension Health -6,634,015. Total to Form 990, Part XI, Line 5: -1,568,665.	Form 990, Part XI, line 5:
Community Benefit Report:	Carondelet Health Network 2011 Community Benefit Report Brain Academy Offers Students a Glimpse into the Future: All parents ponder the possibilities of what our children may become. Scientists...doctors...brain surgeons? But consider actually providing them a firsthand look at the realities of those possibilities. In May 2011, a dozen students from Tucson's largest school district participated in the first-ever Brain Academy, sponsored by Carondelet Health Network. The two-day event was held in tandem with Carondelet Neurological Institute's annual Neurosciences Conference. On the first day of the Brain Academy, students toured the Carondelet Neurological Institute at St. Joseph's Hospital. They got to see the neurosurgical operating room suites-the first of their kind in North America. They also visited the biplane angiography suite, where aneurysms are treated, and the Stereotactic Radiosurgery Suite, which is used for targeted radiation treatment of brain and spinal tumors. The second day, students had the unique opportunity to meet with top neurologists and neurosurgeons at the Neurosciences Conference. Conference leaders discussed the latest developments in the treatment of Alzheimer's disease, stroke, movement disorders, disorders of the spine, and brain concussions. Brain Academy was conceived in an effort to spark interest in the medical sciences among Tucson's youth. "In the educational community, we certainly recognize the need to generate more interest among today's students in the fields of science and technology," said Tucson Unified School District Superintendent John J. Pedicone, Ph.D. "Carondelet Neurological Institute's outreach to our students is a wonderful gift that allows students to see the possibilities that exist in their futures through science and medicine." Robert P. Goldfarb, M.D., Chairman of Carondelet Neurological Institute noted, "The Brain Academy is a valuable next effort to invest in and strengthen this region's future through the students we encourage to pursue careers in our field." Carondelet Health Network is expanding the program to engage students in a number of local school systems in 2012. A few comments from students' evaluation forms: -It was such a great opportunity to talk with doctors and have questions answered. -I really enjoyed touring the hospital. -The student discussion groups and activities were fun-such a fantastic opportunity. -It was great to learn about conditions applicable to teenage lives, like concussions in sports. Habitat For Humanity & Carondelet Health Network Team up to Build a Dream: Carondelet Health Network is always actively working to improve the lives of those in Southern Arizona. In addition to providing excellent medical care and a broad spectrum of health resources, Carondelet also works with Habitat for Humanity to build homes for those in need. In the fall of 2010, Carondelet associates from across the Ministry volunteered to help build a house for a deserving Tucson family. Turns out, they were building for one of their own. Gina Beltran, an office coordinator in the Carondelet Diabetes Center, was the joyful recipient of the new home, located in Southeast Tucson. Beltran has four children: Jessica, 23, and Pedro, 19, who have left the nest, and Cassandra, 17, and Angela, 14, who live with Beltran in their new Habitat home. "My kids are everything to me," Beltran said. "I always wanted to do this-buy a home-but I was scared." Carondelet associates-from clinical workers to physicians to executives-pounded nails and raised the first walls at the home's groundbreaking held September 11, 2010, as part of "Building Freedom Day." Every year on the anniversary of the 9/11 attacks, Habitat for Humanity Tucson begins construction on several homes to memorialize the victims and to celebrate hope, community and the American dream. Groups of Carondelet volunteers continued to lend time and muscle on weekends for several months. Working alongside the volunteers, Beltran and her children contributed many required "sweat equity" hours during construction. "I am just so happy about this opportunity, and I am grateful that anybody would help," Beltran said. "It means a lot to me and my children-so much that I can't even express my thanks in words." The Beltrans got the keys, and their home was dedicated on May 26, 2011. Not only was it the ultimate homecoming for the family, that date holds added significance. It was the 141st anniversary of the day the Sisters of St. Joseph of Carondelet first arrived in Tucson in 1870. The Sisters started St. Mary's Hospital a decade later. Finding Faith through Good Health and Wellness: Reaching out to engage an entire community in the pursuit of good health and wellness can be an overwhelming task. One way to do this is by partnering with religious groups, which have already established ties to their members: ties of faith, trust and fellowship. To take advantage of an excellent opportunity to help more people in Southern Arizona, Carondelet Health Network has teamed up with local religious congregations to train their leaders on how best to provide health and wellness outreach to church members. "Basic Training for Congregational Health Leaders" (CHL training) was created to teach the essentials of starting or improving an existing health ministry program, with a focus on promoting whole-person health within religious organizations. A health ministry can include such elements as prayer groups, visiting the sick, nutrition classes, health screenings and evaluations and other wellness initiatives. By October 2011, Carondelet, in partnership with Interfaith Community Services, had completed its fifth session of CHL training. Thus far, 70 individuals from 45 faith-based organizations have participated in the training. One example is Rising Star Missionary Baptist Church. It has used the training, along with technical assistance from Carondelet's Parish Nurse Program, to implement a health ministry program. Rising Star's first initiative was a health screening in February 2011, where 65 members were screened to assess their risk for diabetes and high blood pressure. Rising Star then used the results from the health screenings as a guide for further activities. Next, Rising Star kicked off its "Biggest Winner" challenge to lose pounds, exercise more and reduce the risk of developing diabetes, heart disease, stroke and certain cancers. More than 100 church members signed up to participate in this program. Each member was assigned to one of eight teams that are encouraging one another to eat healthy diets, exercise and attend Bible study and prayer services. Don't you realize that your body is the temple of the Holy Spirit, who lives in you and was given to you by God? You do not belong to yourself, for God bought you with a high price. So you must honor God with your body. 1 Corinthians 6:19-20 Heart Failure Transitional Care Team Celebrates First Year of Successful, Challenging Care: Patients who have been diagnosed with heart failure are on a precarious journey-one that frequently leads right back to the hospital. To improve their health and help avoid repeat hospitalizations, Carondelet Health Network created a special Heart Failure Transitional Care team last year. The team is composed of two experienced cardiac nurses, Rose Quiroga, RN, and Amy Salgado, RN. The first year of the program's existence was challenging but successful. Patients with heart failure have definitely benefited from the education, medication, understanding and coordination of care that the nurses in Carondelet's program provide. Heart Failure Transitional Care begins when patients are released from the hospital. A nurse follows up with each patient at home, working with them to develop a plan of care that will help them become independent in managing their care. These plans include the following elements: -Home visits to provide self-management education -Education to increase patients' understanding of their condition and medications -Care coordination for follow-up medical appointments -Other community or social services care coordination as needed. The nurses work with heart failure patients for two months, providing consistent and ongoing care and education. During this critical time, nurses are able to monitor patients' weight via tele-monitoring and educate patients about the significance and potential dangers posed by weight gains. During the past year, the team nurses cared for a number of patients with complex health needs. Some were homeless, without insurance, lacking money and food and had many other needs.	Form 990, Part III, Line 4a:
	Thanks to the collaboration of many community organizations, including St. Elizabeth's Clinic, El Rio Health Care, Carondelet's Van of Hope, Dependable Home Health, La Frontera, Tucson Community Food Bank, Pima Council on Aging and others, the team was able to help connect their patients with the care and resources they needed. It wasn't always easy, but the rewards were significant. One patient explained, "I gave up all hope and just wanted to die. Then you came and showed me how I can still live a good life with just a few adjustments in my daily living." This patient thought heart failure was a death sentence until Amy Salgado came into his life. She was able to provide the resources and education he needed to understand and manage his health condition. In another case, Rose Quiroga cared for a homeless patient, with the help of El Rio discharge nurse planners and physicians, the Van of Hope and Primavera Homeless Shelter. This patient is now living comfortably and independently at St. Luke's Assisted Living. "I needed a lot of help and would never have made it without Rose," he said. Carondelet's exceptional nurses were able to help these patients avoid going back into the hospital. In addition, the team cared for 19 other patients, also preventing readmissions to the hospital for all of them during the first year of the Heart Failure Transitional Care program. Thanks to this program, the future looks a lot brighter for many Tucson residents with heart failure. Behavioral Health Patients Who Are Homeless Get Vital Care: Behavioral health issues, including psychiatric illnesses and substance abuse problems, are often factors that prevent people from holding a job. All too often, this ultimately causes them to become homeless. Unfortunately, having a serious psychiatric illness, such as schizophrenia, post-traumatic stress disorder (PTSD), panic attacks or addiction can make homelessness even more terrifying and overwhelming. Some homeless individuals also have serious medical issues that make their lives that much more difficult. These issues commonly include heart attacks, strokes, chronic obstructive pulmonary disease (COPD), back injuries and diabetes, among many others. With the past several years of our country's economic downturn, many more people have become homeless. The behavioral health services offered via Carondelet Health Network's Van of Hope are often a lifesaver for those in great need. The van, with its medical and behavioral health staff, routinely travels to 17 locations where the homeless congregate-primarily shelters and meal sites. One man who had lost his job, house, wife and children tried to walk from Mesa to Tucson in the summertime and had been hospitalized for dehydration. When he encountered staff on the Van of Hope, he was disoriented and suicidal. After counseling, he was willing to return to Phoenix, where he had the most support, and was connected with behavioral health services there. Carondelet's follow-up efforts indicate that he is now doing well. Another man had significant psychiatric symptoms resulting from severe abuse by his mother and grandmother throughout childhood. He had grown tall, but could not defend himself from the intrusion of horrible memories and nightmares because of his PTSD. He found relief only by cutting and burning himself, and he had thoughts of both suicide and homicide. He knew he needed to control these thoughts, but could not do it alone. He had no health care and no money. This patient was connected to the Crisis Response Center/SAMHC for emergency assessment and then referred to a behavioral health network center. After therapeutic encounters, he reported that his anxiety and anger were diminished. With the regular treatment and medication he now receives, he is doing much better. The Van of Hope has provided an ever-increasing number of services to people like these. A total of 54 behavioral health patients received 74 therapeutic encounters. Most were in person; 14 were conducted via telemedicine sessions. During the past year, 18 patients were referred to behavioral health network centers; 13 were seriously mentally ill, and three were referred to the Crisis Response Center/SAMHC for emergency assessments. Of those referred, 39 percent did follow up on their referrals. Nine patients with both serious medical and behavioral health issues received help; 44 percent of those followed up on referrals. Van staffers work hard to ensure that patients go to their follow-up appointments to get the best and most thorough care. Carondelet's Van of Hope serves a community of people in great need, most of whom have no other options or behavioral health services available to them. Not only are these patients getting the help they desperately need, they also report being very happy with their care and grateful for the services. In the words of one homeless person, "It means a lot to me to have someone professional to talk to." Post-Hospital Program for Those Who Are Homeless: Jose C., aged 73, was in a tough spot. He had been homeless for many years, had no financial resources and had recently been hospitalized for heart failure. Jose needed a place to stay while he recuperated. He also needed meals and follow-up medical care. His only family member was a brother who lived out of state and was unable to provide assistance. Fortunately, Jose was able to enroll in the Homeless Post-hospital pilot program. The Homeless Post-hospital program is part of the Health Village (Southern Arizona Health Village for the Homeless) program, which also includes the Van of Hope. The Van of Hope is a mobile clinic providing medical, social and behavioral health services for people who are homeless. Partners in the Health Village collaborative are Carondelet Health Network, El Rio Community Health Center, Primavera Foundation, Interfaith Coalition for the Homeless, Pima Community Access Program, Salvation Army, Dependable Health Services, St. Elizabeth's Health Center and the Veterans Administration. While in the Homeless Post-hospital program, Jose stayed at the Primavera Men's Shelter and also received his meals there. Dependable Health Services sent in skilled nurses to provide the follow-up care he needed, and an El Rio Community Health Center Nurse Practitioner checked in with Jose every week. A Carondelet Heart Failure Team nurse also visited Jose to help monitor his progress. Members of the Van of Hope staff rounded out Jose's post-hospital support team, visiting him twice a week to insure that all his needs (medical, social and behavioral health) were being met. When Jose first arrived at the Primavera Men's Shelter, he had been in and out of hospitals and was very weak. After a couple of weeks, he began to feel better. Before the end of his three-month stay, he began to thrive. Case managers at the shelter worked closely with Jose to find a home for him to transition into once he had recuperated. Ultimately they suggested St. Luke's Home; Jose visited there and thought it was a great fit. Today Jose is doing very well. He reports that he feels great and is really enjoying living at St. Luke's. The pilot for the Homeless Post-hospital program was launched at Carondelet St. Mary's Hospital. St. Mary's case managers were instrumental in identifying homeless patients who were in need of post-hospital services and recommending them for the program. Once the pilot is complete, the program will open at other area hospitals, giving another helping hand to our community's most vulnerable residents. Carondelet Offers Shadowing, Hiring Events to Boost Workforce: Carondelet Health Network engages in a variety of professional outreach efforts to find people considering a career in healthcare, or those who might be returning to a career in the hospital environment. Events are organized by the health ministry's Student Services, Management Development and Human Resources teams. At the lead is Lynda Gallagher. One great opportunity for those who want an up-close look at the hospital environment is called "shadowing." This allows individuals considering a healthcare career to follow a physician or nurse around during a typical day in the hospital. Similarly, "RN refreshers" are four-hour shadowing periods that help nurses get reacquainted with the intricacies of hospital care. Carondelet Volunteer Services also gets involved by coordinating unique, up-close visits or volunteer experiences at Carondelet hospitals or other facilities that span Southern Arizona.
	As the healthcare industry experiences dynamic fluctuations in hiring, coupled with an ongoing need for specialized clinicians, Carondelet also hosts career fairs or other hiring events whenever needed. Even as the industry changes and evolves, healthcare recruiting for those with specialized skills and experienced caregivers will likely remain a constant. Two hiring events in late 2010 and 2011 saw tremendous turnout with long lines of interested job applicants. Openings ranged from experienced RNs, therapists and patient care technicians. Some attendees scored interviews on the spot and job offers shortly thereafter to join the Carondelet family. Carondelet Community Outreach to the Rescue: At 20 years old, Sislynne Langbata has had to grow up fast. She moved to Arizona from Colorado in June 2010 with her daughter. As a new mother, Langbata knew she needed an education to be able to have a good career. Her parents, who live in Phoenix, were happy to care for their two-year-old granddaughter while Langbata attended the Fred Giacosta Job Corps Center here in Tucson. She was working hard to earn a medical receptionist certificate when she discovered she was pregnant again. Without health insurance, she felt lost and afraid. "I didn't tell anyone I was pregnant. I was so stressed and depressed because I didn't have the means to see a doctor," Langbata said. The next three months were torture. "I went to see a doctor in one office, but he couldn't do anything to help me with my pregnancy since I had no health insurance." In America today, approximately 13 percent of pregnant women do not have health insurance. The percentages are higher for minorities, and the consequences can be severe. Unfortunately, without health insurance, pregnant women are at greatly increased risk for miscarriage, birth defects, infant mortality and maternal death. But Langbata's story is happier than most in a similar situation. Renee Perez, Community Health Outreach Coordinator for Carondelet Health Network, visited the Job Corps Center and met Langbata. Perez assisted her in taking the necessary steps to apply electronically for AHCCCS coverage, Arizona's Medicaid program. Within weeks of Perez's intervention, Langbata was insured through the Mercy Care Plan. "It is such a huge weight off my shoulders. This means everything to me." Perez also helped Langbata make her first appointment at Carondelet Health Network's Primeros Pasos prenatal clinic. Now, Langbata receives regular checkups and the prenatal care and vitamins she needs to ensure that her second child will be born healthy. With health insurance coverage, Langbata now has the peace of mind to focus on her future. She's concentrating on school, getting her employment certificate, finding a job and building a life for herself and her children. Corazon de Maria Extends Vital Help Across the Boarder: At Holy Cross Hospital in Nogales, Arizona, young women facing the realities of a teenage pregnancy are invited to participate in a unique program that teaches them about the role and responsibility of becoming a mother. This community outreach and education project, called Corazon de Maria, is made possible by a grant from the Sisters of St. Joseph of Carondelet. The effort focuses on educating teenagers about the need to protect and ensure human dignity-both their own and their child's. It also promotes the Sisters' values: respect, integrity, wisdom and leadership. The program helps young people appreciate the importance of a good quality of life for everyone-the poor, the vulnerable, themselves and their children. In collaboration with a number of community organizations, the Corazon de Maria team has created a curriculum focused on teenage mothers and their infants, although young fathers and others who may play a supporting role in raising the child are also encouraged to attend. Class topics include the following: -What to Expect When You Turn 18 -Infant CPR -Shaken Baby Syndrome -Identifying and Building Healthy Relationships -Personal Identity -The Happiest Baby on the Block The Corazon de Maria curriculum includes hands-on activities, medical and social educational presentations, an explanation of available community resources, lots of conversation and a tremendous amount of compassion. Teenagers feeling the pressure of parenthood find a sense of value and empowerment. One young girl who participated in the program explained, "You realize that you are not alone in your fear, confusion and thoughts about what to do now. Corazon de Maria helps teen mothers learn to take care of a baby, from changing diapers to giving CPR." Corazon de Maria classes are held at Carondelet Holy Cross Hospital and Cima Vista High School in Rio Rico, Arizona. Many thanks to the following organizations whose collaboration make the Corazon de Maria program possible: -Mariposa Community Health Center -Child & Family Resources -U of A Cooperative Extension -Catholic Community Services -Community Intervention Associates -Nuestra Casa -Santa Cruz Valley Unified School District Hospice & Palliative Care Program Uses Family-centered Care to Enhance Patients' Comfort and Well-being: Carondelet St. Mary's Hospital's Hospice and Palliative Care Program, aligned with the mission and ministry of Carondelet Health Network, is a model of care that is patient- and family-centered for those who suffer with chronic disease or who may be at the end of their life. This care optimizes patients' quality of life by anticipating, preventing and treating suffering, while also addressing the physical, emotional and spiritual needs of each patient. Palliative care can be provided in the hospital setting at any time during a serious illness in conjunction with curative or life-prolonging medical care. The Palliative program team consists of a full-time registered nurse and physicians, plus other interdisciplinary team members, such as hospital chaplains, social workers and case managers. As a faith-based organization, Carondelet Health Network's mission is to provide compassionate medical and spiritual care for patients and families as they navigate their life's journeys. One example of a collaborative effort by the Palliative care team and the Spiritual Care department is the prayer blanket ministry. Prayer blankets are created by volunteers, associates and community partners as a gift of love for patients who may be at the end of life. The thought of losing a life is heartbreaking for everyone involved-patients, family and friends, and even the medical team, hospital associates and volunteers who have served the patient. But sometimes a kind gesture can make a difference. Thus the Prayer Blanket Ministry was born. This collaborative effort began in March 2008 at St. Mary's Hospital in an effort to ease a stressful time for patients and their families. Volunteers and associates crochet or knit blankets as gifts for patients at the end of their lives. The blankets are then lovingly presented, along with special blessings for both the patient and family, by the Hospital's Spiritual Care chaplains, Palliative nurse and sometimes even the volunteer who created the blanket. Many who have received a prayer blanket described the experience as "being wrapped in the arms of God." The project began with a single knitter and has since expanded to dozens of volunteers and staff members who create handmade blankets. The impact has been significant. The daughter of a recent patient said, "Words cannot convey our gratitude for your gift of love. The blanket, your gentle kindness and thoughtful counsel were so wonderful as we went through a remarkable farewell journey with our mom. We will forever cherish the beautiful blue and white blanket that warmed our mother during our last days together. It warms us still. Thank you, and bless you." Carondelet Hospice and Palliative Care was blessed to receive its largest donation ever last summer. A gift of $4.5 million was gratefully accepted from the estate of Winifred Q. Witt, a longtime Tucsonan who passed away in September 2010 at age 94. This gift allows the program to continue its helpful and loving ministry in the Tucson community.

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI (2 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivities	Legal Domicile StateLegalDomicileState	Total IncomeTotalIncome	EOY AssetsEOYAssets	Business Name Line1DirectControllingEntityName/BusinessNameLine1
St Mary's Hospital
1601 W St Marys Rd	Tucson	AZ	85745	860455920	Hospital	AZ	213535636	178427544	Carondelet Health Network
St Joseph's Hospital
350 N Wilmot Rd	Tucson	AZ	85711	860455920	Hospital	AZ	265084126	169385515	Carondelet Health Network

Form990 Schedule R Part II Form990ScheduleRPartII (6 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
Ascension Health
PO Box 45998	St Louis	MO	631343806	311662309	National Health System	MO	Section 501(c)(3)	Schedule A, Line 11a	N/A	0
Holy Cross Hospital Inc
1171 W Target Range Rd	Nogales	AZ	85621	860575938	Hospital	AZ	Section 501(c)(3)	Schedule A, Line 3		1	Carondelet Health Network
Carondelet Heart & Vascular Institute
4888 N Stone Ave	Tucson	AZ	85704	561943271	Hospital	AZ	Section 501(c)(3)	Schedule A, Line 3		1	Carondelet Health Network
Carondelet Foundation Inc
120 N Tucson Blvd	Tuscon	AZ	85716	860749574	Foundation	AZ	Section 501(c)(3)	Schedule A, Line 11a		1	Carondelet Health Network
Chalon Living Inc
8553 E San Alberto Dr	Scottsdale	AZ	85258	860805615	Elderly/Disabled Housing	AZ	Section 501(c)(3)	Schedule A, Line 7		1	Holy Cross Hospital Inc
Southwest Catholic Health Network
4350 E Cotton Center Blvd Bldg D	Phoenix	AZ	85040	860527381	Insurance	AZ	Section 501(c)(3)	Schedule A, Line 11a		1	CHN & Cthlc Hlthcare W

Form990 Schedule R Part IV Form990ScheduleRPartIV (2 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
Carondelet Specialist Group Inc
2202 N Forbes Blvd	Tucson	AZ	85745	281558773	Physician Practice	AZ	Carondelet Health Network	C	-5954591	3437841	1.00000
Carondelet Medical Group PC
2202 N Forbes Blvd	Tucson	AZ	85745	860836126	Medical Group	AZ	Carondelet Health Network	C	-8201080	6088706	1.00000

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	0	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	0	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	0	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	0	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	0	PerformOfServicesByOtherOrgs
Sharing Of Facilities	0	SharingOfFacilities
Sharing Of Paid Employees	0	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	1	OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (15 entries)

Transaction TypeTransactionType	Amount InvolvedAmountInvolved	Method Of Amt DeterminationMethodOfAmtDetermination
Carondelet Foundation Inc
C	3403996	Actual Amounts Transferred
Carondelet Foundation Inc
Q	570923	Actual Amounts Transferred
Carondelet Foundation Inc
R	994000	Actual Amounts Transferred
Carondelet Foundation Inc
P	888313	Actual Amounts Transferred
Carondelet Heart & Vascular Institute
R	21161757	Actual Amounts Transferred
Carondelet Specialist Group PC
Q	3864590	Actual Amounts Transferred
Carondelet Medical Group PC
Q	2400000	Actual Amounts Transferred
Holy Cross Hospital Inc
R	20383687	Actual Amounts Transferred
Carondelet Specialist Group Inc
R	400000	Actual Amounts Transferred
Carondelet Medical Group PC
R	5000000	Actual Amounts Transferred
Carondelet Medical Group PC
P	938056	Actual Amounts Transferred
Carondelet Heart & Vascular Institute
D	553605	Actual Amounts Transferred
Southwest Catholic Health Network
R	30000000	Actual Amounts Transferred
Ascension Health
Q	7298798	Actual Amounts Transferred
Carondelet Medical Group PC
A	77157	Actual Amounts Transferred