2011-05-03T15:48:25-05:00 2010-06-30 DELOITTE TAX LLP 100 PEABODY PLACE STE 800 MEMPHIS TN 38103 990 2009-07-01 620646012 ST JUDE CHILDREN'S RESEARCH HOSPITAL INC STJU 9015952261 262 Danny Thomas Place Memphis TN 381053678 MICHAEL C CANARIOS 9015953301 2011-05-03 1 9013226700 2009 2016-02-24 21:20:13Z William E Evans 262 Danny Thomas Place Memphis TN 381053678 590166135 0 X www.stjude.org X 1959 TN St. Jude Children's Research Hospital is a research, treatment and education center whose mission is to advance cures, and means of prevention, for pediatric catastrophic diseases through research and treatment. Consistent with the founder, Danny Thomas, no child is denied treatment based on race, religion or a family's ability to pay. 46 41 4025 604 0 -2650 463064230 497346239 81712224 83759361 -1668890 -71966 8308034 8851455 551415598 589885089 0 0 293991208 313143592 0 0 268759987 281780339 562751195 594923931 -11335597 -5038842 2229775418 2440966547 322762005 317696642 1907013413 2123269905 St. Jude Children's Research Hospital is a research, treatment and education center whose mission is to advance cures, and means of prevention, for pediatric catastrophic diseases through research and treatment. Consistent with the founder, Danny Thomas, no child is denied treatment based on race, religion or a family's ability to pay. 0 0 286874360 Research: THE CURRENT BASIC SCIENCE AND CLINICAL RESEARCH AT THE HOSPITAL INCLUDES WORK IN GENE THERAPY, CHEMOTHERAPY, THE BIOCHEMISTRY OF NORMAL AND CANCEROUS CELLS, RADIATION TREATMENT, BLOOD DISEASES, RESISTANCE TO THERAPY, VIRUSES, HEREDITARY DISEASES, INFLUENZA, PEDIATRIC AIDS AND PHYSIOLOGICAL EFFECTS OF CATASTROPHIC ILLNESSSES. THE HOSPITAL AWARDS NO GRANTS TO OUTSIDE AGENCIES. ALL RESEARCH ACTIVITIES ARE CONDUCTED BY HOSPTIAL PERSONNEL. 6588045 Education and Training: AS PART OF ITS EDUCATIONAL MISSION, THE HOSPITAL PROVIDES APPROXIMATELY 350 POSTDOCTORAL FELLOWSHIPS TO INDIVIDUALS WHO ALREADY HAVE EARNED AN MD, PHD, PHARMD, OR DVM. THE HOSPITAL IS ALSO AFFILIATED WITH THE UNIVERSITY OF TENNESSEE HEALTH SCIENCES CENTER AT MEMPHIS, SERVING AS A TRAINING SITE FOR GRADUATE STUDENTS, MEDICAL STUDENTS, MEDICAL RESIDENTS, AND UNDERGRADUATE STUDENTS IN RELEVANT APPLIED HEALTH PROGRAMS. THIS TRAINING IS PROVIDED IN A VARIETY OF SUBSPECIALTIES AND RESEARCH DISCIPLINES IN THE CLINICAL AND BASIC SCIENCES UNDER THE DIRECTION OF SENIOR CLINICAL AND RESEARCH FACULTY. A PEDIATRIC ONCOLOGY EDUCATION PROGRAM, OFFERING SUMMER TRAINING IN RESEARCH AND CLINICAL DISCIPLINES TO COLLEGE STUDENTS, IS AN INTEGRAL PART OF ST. JUDE'S COMMUNITY EDUCATION ACTIVITIES. ST. JUDE ALSO HAS GRADUATE PROGRAMS CONDUCTED UNDER FORMAL AFFILIATION AGREEMENTS WITH THE UNIVERSITY OF MEMPHIS AND THE UNIVERSITY OF MISSISSIPPI. UNDERGRADUATE PROGRAMS INCLUDE THE RHODES COLLEGE SUMMER PLUS PROGRAM (RHODES COLLEGE) AND CHRISTIAN BROTHERS UNIVERSITY. 274815111 83759361 Patient Care: THE HOSPITAL PROVIDED 15,412 INPATIENT DAYS OF CARE DURING THE YEAR. OUR BONE MARROW TRANSPLANTATION PROGRAM ACCOUNTED FOR 3,705 OR 24% OF THOSE INPATIENT DAYS. PATIENTS MADE 63,527 CLINIC VISITS DURING THE YEAR. 568277516 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 1 1 0 0 1 724 0 1 4025 1 0 0 0 0 0 46 41 1 0 1 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 TN X Michael C Canarios 9015952261 262 Danny Thomas Place Memphis TN 381053678 Joyce Aboussie 6.50 X 0 0 0 Thomas G Abraham 6.50 X 0 0 0 Susan Mack Aguillard MD 6.50 X 0 0 0 Mahir Awdeh MD 6.50 X 0 0 0 Joseph S Ayoub Jr Esq 6.50 X 0 0 0 Paul J Ayoub Esq 6.50 X 0 0 0 James K Barkate 6.50 X 0 0 0 Martha Perine Beard 6.50 X 0 0 0 Kathie Berlin 6.50 X 0 30000 0 Sheryl Bourisk 6.50 X 0 0 0 Robert A Breit MD 6.50 X 0 0 0 Terry Burman 6.50 X 0 0 0 Stephen J Camer MD 6.50 X 0 0 0 Tony Charaf 6.50 X 0 0 0 Michael Driebe 6.50 X 0 0 0 Ed Eissey PhD 6.50 X 0 0 0 Fred P Gattas Jr 6.50 X 0 0 0 Fred P Gattas III 6.50 X 0 0 0 Christopher George MD 6.50 X 0 0 0 Judy Habib 6.50 X 0 0 0 Paul K Hajar 6.50 X 0 0 0 Chuck Hajjar 6.50 X 0 0 0 Fred R Harris 6.50 X 0 0 0 Bruce B Hopkins 6.50 X 0 0 0 Richard Ieyoub 6.50 X 0 0 0 Richard Karam Esq 6.50 X 0 0 0 Salli LeVan 6.50 X 0 0 0 Paul Marcus 6.50 X 0 0 0 Jim Naifeh Jr 6.50 X 0 0 0 Talat M Othman 6.50 X 0 0 0 Thomas Penn III 6.50 X 0 0 0 Manal Saab 6.50 X 0 0 0 Camille F Sarrouf Sr Esq 6.50 X 0 0 0 Camille F Sarrouf Jr Esq 6.50 X 0 0 0 Joseph G Shaker 6.50 X 0 0 0 George A Simon II 6.50 X 0 0 0 Paul J Simon 6.50 X 0 0 0 Edward Soma 6.50 X 0 0 0 Terre Thomas 6.50 X 0 0 0 Tony Thomas 6.50 X 0 0 0 Pat Kerr Tigrett 6.50 X 0 0 0 Richard M Unes 6.50 X 0 0 0 Paul H Wein Esq 6.50 X 0 0 0 Tom Wertz 6.50 X 0 0 0 Ramzi Younis MD 6.50 X 0 0 0 Tama Zaydon 6.50 X 0 0 0 Raymond J Zoghby 6.50 X 0 0 0 Richard C Shadyac Jr 1.00 X 0 199454 506 William E Evans 55.00 X X 783379 0 12159 James R Downing 55.00 X 639747 0 13223 Michael C Canarios 55.00 X 407138 0 39918 Michael B Kastan 55.00 X 538469 0 52065 Joseph H Laver 55.00 X 566034 0 39905 Larry E Kun 55.00 X 742771 0 15402 George B Bikhazi 55.00 X 647466 0 13070 James N Ihle 55.00 X 557187 0 1394 Stephen J Shochat 55.00 X 575414 0 15671 Leslie L Robison 55.00 X 467386 0 35575 Joseph Mirro 0.00 X 312072 0 7041 Arthur Nienhuis 55.00 X 425027 0 13060 6662090 229454 258989 384 1 1 0 CERNER CORP PO BOX 412702 KANSAS CITY MO 641412702 Consulting 5688926 METHODIST HLTHCARE MPHS HOS PO BOX 75947 CHARLOTTE NC 282755957 Medical 5626705 UT MEDICAL GROUP INC 70 N PAULINE MEMPHIS TN 38105 Medical 4176207 university of tennessee 62 S DUNLAP RM 300 MEMPHIS TN 38163 Medical 3769628 OSFST FRANCIS MED CENTER 530 NE GLEN OAK AVE PEORIA IL 61637 Medical 3679316 137 408161189 77404635 11780415 497346239 Patient Care 621110 83759361 83759361 83759361 143828 65252 114371 166675 29457 -101423 -71966 -71966 Patents/Licensing Inco 900099 2733986 2733986 Cafeteria/Vending 722212 2689966 2689966 CHGME/CHCA 900099 1578938 1578938 1848565 1848565 8851455 589885089 92538850 0 0 3136539 1894910 1241629 236507709 226428053 10079656 15233898 14568409 665489 42044706 40172406 1872300 16220740 15463626 757114 4135715 3565165 570550 1537773 906007 631766 226092 58852 167240 29000 29000 69339877 67402934 1936943 633561 495659 137902 2005847 1858109 147738 10276516 9288173 988343 15927146 13697346 2229800 9201600 8991889 209711 1180563 1111734 68829 10925174 10906654 18520 61030420 58976505 2053915 1310116 1310116 Supplies 79000659 78103818 896841 Telephone 1187658 1061779 125879 13832622 13296488 536134 594923931 568277516 26646415 0 15100 6602155 12996195 10752450 6062280 8044487 14303156 14294962 3378972 4107758 6797185 13870573 887308089 445531526 466062093 441776563 1134652 1264640 1719025785 1940252959 2229775418 2440966547 72267954 71047212 4043318 5330877 244358733 239523268 2092000 1795285 322762005 317696642 X 1283550029 1423253486 32643135 37242519 590820249 662773900 1907013413 2123269905 2229775418 2440966547 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 15500 0 1 13500 29000 0 Part II-B, Line 1i: Explanation of Other Lobbying Activities: St. Jude retained Sonnenschein, Nath and Rosenthal for federal policy consulting and Smith, Harris and Carr for state policy consulting. Amount listed is retainer fees prorated for direct federal and state legislative contacts. 620156731 277886401 342270330 261530883 165926817 95604066 5620475 1718308 3902167 441776563 INTEREST IN NET ASSETS OF AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC 1937151152 UNAMORTIZED BOND ISSUANCE COSTS 1433416 Property Held for Resale 1668391 1940252959 SELF INSURANCE LIABILITY 428408 WORKMEN'S COMPENSATION 1366877 1795285 589885089 594923931 -5038842 221295334 221295334 216256492 181825323 0 181825323 408059766 408059766 589885089 594923931 0 594923931 0 594923931 Part XI, Line 8 - Other Adjustments: change in interest in unrestricted net assets ALSAC: XXX-XX-XXXX. Part XII, Line 4b - Other Adjustments: Net Support received from ALSAC: XXX-XX-XXXX. Loss from disposal of property and equipment: -101423. PART X, Line 2 - THE HOSPITAL ADOPTED THE PROVISIONS OF ASC TOPIC 740, INCOME TAXES (FORMERLY FASB INTERPRETATION NO. 48, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES - AN INTERPRETATION OF FASB STATEMENT NO. 109) ON JULY 1, 2009. APPLICATION OF ASC TOPIC 740 TO A TAX-EXEMPT ORGANIZATION IS PRIMARILY DIRECTED AT THE CHARACTERIZATION OF INCOME AS TAX EXEMPT (RELATED OR EXCLUDED EXEMPT FUNCTION INCOME) AND/OR TAXABLE AS UNREALTED BUSINESS INCOME AS DEFINED IN THE CODE. THE HOSPITAL EVALUATED THE EFFECT OF ASC TOPIC 740 AND DETERMINED THAT NO ADJUSTMENTS TO ITS CONSOLIDATED FINANCIAL STATEMENTS WERE REQUIRED UPON THE ADOPTION OF ASC TOPIC 740 ON JULY 1, 2009. AS OF JUNE 30, 2010, THE HOSPITAL HAD NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS UNDER ASC TOPIC 740 REQUIRING ADJUSTMENTS TO ITS CONSOLIDATED FINANCIAL STATEMENTS. IN THE EVENT THE HOSPITAL WERE TO RECOGNIZE INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IT WOULD BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS AS INTEREST EXPENSE FOR INTEREST AND MISCELLANEOUS FOR PENALTIES. GENERALLY, TAX YEARS 2006 THROUGH 2009 ARE OPEN TO EXAMINATION BY THE FEDERAL AND STATE TAXING AUTHORITIES, RESPECTIVELY. THERE ARE NO INCOME TAX EXAMINATIONS CURRENTLY IN PROCESS. Central America & the Caribbean Program services Education and Training 696491 East Asia and the Pacific Program services Education and Training 347152 Europe (including Iceland & Greenland) Program services Education and Training 830 Middle East and North Africa Program services Education and Training 715699 North America Program services Education and Training 175200 Russia & the Newly Independent States Program services Education and Training 5275 South America Program services Education and Training 623578 0 0 2564225 1 1 0 0 1 1 1 0 0 34725290 34725290 0.05840 96483238 28000000 68483238 0.11510 131208528 28000000 103208528 0.17350 699060 699060 0.00120 5573217 308603 5264614 0.00880 4598603 4598603 0.00770 258803166 2733986 256069180 0.43040 22379524 22379524 0.03760 292053570 3042589 289010981 0.48570 423262098 31042589 392219509 0.65920 105000 105000 0.00020 105000 105000 0.00020 0 2709800 931449 1219524 -288075 X 1 1 St Jude Children's Research Hospital

262 Danny Thomas Place Memphis TN 381053678

X X X SEE SCHEDULE H, Part VI Part I, Line 3c: All children are treated at St. Jude Children's Research Hospital regardless of race, religion, or ability to pay. A billing system is maintained for each patient, but bills are not sent to any patient. If the patient has insurance, the hospital bills the patient's health insurance plan. By collecting insurance payments that would be due had the patient received treatment at nearly any other hospital in the country, and with the assistance of St. Jude donors, St. Jude has been able to use our financial resources to conduct cutting-edge research and cover treatments, copays, deductibles, and coinsurance that are not covered by insurance. Thus, any legal obligation of payment for a patient's costs that are not covered by insurance is covered by the generous assistance of St. Jude donors with the result that St. Jude does not ask a patient to pay. The method of applying for financial assistance at St. Jude is universal and conforms to the principles stated. All St. Jude patients receive the same financial assistance. St. Jude does not pursue collection efforts against any patient family. Part I, Line 7: Cost-to-charge ratio derived from Worksheet 2, Ratio of Patient Care Cost to Charges. Part III, Line 4: Net Patient Service Revenues and Receivables--Net patient service revenue is reported at the estimated net realizable amounts from third-party payors for services rendered, including estimated retroactive revenue adjustments (if necessary) due to future audits, reviews, and investigations. Retroactive adjustments are considered in the recognition of revenue on an estimated basis in the period the related services are rendered, and such amounts are adjusted in future periods as adjustments become known or as years are no longer subject to such audits, reviews, and investigations. Patient accounts receivable has been reduced by an allowance for uncollectible accounts totaling approximately $3,400,000 and $2,500,000 in 2010 and 2009, respectively. The same costing methodology was used for charity care, means-tested government programs, bad debt, and Medicare--the ratio of patient care costs to total patient charges. Part III, Line 8: St. Jude does not consider the Medicare shortfall a community benefit. Part III, Line 9b: Collection policies are the same for all patients. Any legal obligation of payment for a patient's costs that are not covered by insurance is covered by the generous assistance of St. Jude donors with the result that St. Jude does not ask a patient to pay. Part V: 'OTHER' COLUMNPHARMACY, ANATOMIC PATHOLOGY LAB, CLINICAL PHARMACOKINETICS LABCLINICAL PATHOLOGY LAB Part 1, Line 7a--For FY10, charity care is reported at charges in the audited financial statements and at cost on Schedule H. Part 1, Line 7b--For FY10, Unreimbursed Medicaid is reported at charges in the audited financial statements and at cost on Schedule H. Medicaid patient revenue includes settlement of prior-year cost reports. Part I, Line 7c--CHIPS is included in Unreimbursed Medicaid because in many states the CHIPS programs are managed by the same third party administrators and it is difficult to distinguish between CHIPS vs. Medicaid coverage. Part 1, Line 7g--Subsidized Health Services include expenses incurred when a hospital department assists St. Jude patients in securing diagnosis-related medical care and services not offered at St. Jude ($4,176,999). They include expenses for take-home supplies provided to St. Jude patients at no cost to them or their insurance company ($232,854). They also include expenses for 755 pathology consults provided to patients at no cost to them or their insurance company ($188,750). Part VI, Line 2: In 1962, St. Jude Children's Research Hospital opened with a mission to advance cures, and means of prevention, for pediatric catastrophic diseases through research and treatment. It was at that time that Danny Thomas, the founder of St. Jude, realized there was a need to treat children with catastrophic diseases and that no child shall die in the dawn of life.CancerOver the next 5 years, approximately 66,000 children in the United States will be diagnosed with cancer. Despite treatment advances made over the past three decades, cancer remains the number one cause of death by disease among children in the United States ages 1-19. While cure rates have improved materially, the number of cases has grown nearly 5% over the past 20 years and those who survive face challenges after treatment. Incidence and Mortality Rates are available via Surveillance Epidemiology and End Results (SEER) database and World Health Organization Mortality Database. St. Jude monitors the incidence of childhood cancer in the 172 counties in the local catchment area and 334 counties surrounding the Domestic Affiliates. A cluster analysis was performed to better understand the proximity of children coming to St. Jude for treatment and then compared with Children's Oncology Group (COG) Care Coverage (300 mile radius surrounding each COG center) to look at what areas within the United States where children do not have access to receive treatment for childhood cancer. St. Jude's International Outreach Program assesses cancer incidence and mortality rates outside of the United States. Cancer is emerging as a major cause of childhood death in developing regions of Asia, South and Central America, northwest Africa and the Middle East. While improved therapy has dramatically increased survival rates for children with cancer over the past three decades, still more than 70% of the world's children with cancer do not have access to modern treatment. Hematology More than 70,000 people in the United States have sickle cell disease (SCD), and it is estimated more than 1 million people worldwide suffer from the disease. It is the largest genetic blood disorder in the world. St. Jude provides comprehensive treatment for children with SCD. St. Jude has one of the largest SCD programs in the country, with more than 750 patients. St. Jude has several labs that perform research on SCD. Locally: In the United States, SCD affects mostly African Americans, Latinos, and people of Mediterranean descent. Approximately 550,000 African-Americans reside in the Memphis metropolitan area. The local catchment area encompasses 21 counties in Western Tennessee including Memphis where St. Jude is located. St. Jude provides comprehensive treatment and education to more than 750 children in the local area with SCD. Also, St. Jude provides community outreach, education and screening to the local community. Nationally and Internationally: St. Jude has a history of developing collaborative research partnerships with the National Institutes of Health and other institutions throughout the world. Some of these partnerships have led to major improvements in the treatment of children with SCD which have benefited children and adults with SCD worldwide. For example, the Prophylactic Penicillin Studies I and II led to screening for newborns with SCD after showing that giving penicillin to infants helped reduce the risk of death from infection by 85%. Before this study less than 14 states screened for SCD. Today all 50 states screen for SCD. St. Jude was the first to cure SCD through bone marrow transplantation (BMT) which remains the only cure for the disease. As a result, hundreds of children around the world have received BMT to cure SCD. Because this is not a viable cure for everyone with SCD, research must continue. While great strides have been made in the increasing the lifespan of children with SCD, more research is needed to find a viable cure and/or treatments that improve the quality of life for children with SCD. In addition to providing medical care, research and education for SCD, St. Jude also provides clinical services for approximately one thousand children per year with other non-malignant hematological disorders. Children with illnesses such as hemophilia, aplastic anemia, thrombosis, thalassemia, spherocytosis, and immune thrombocytopenic purpura receive state-of the-art care from St. Jude physicians and medical staff.HIVThe Adolescent Medicine Trials Network (ATN)-sponsored national project, Connect to Protect (C2P), has been a major contribution to the strong community ties that the St. Jude Adolescent Trials Unit has established and strengthened over the past 5 years. The Connect to Protect Memphis coalition develops sustainable policies, programs and practices for the sole purpose of reducing the number of infected individuals in vulnerable populations. The Connect to Protect Memphis coalition includes 25 agencies representing a rich and diverse mix of representatives from various sectors in the Memphis community, including faith-based, school, business, civic/community, hospital, young adult and healthcare organizations. These strategic partnerships have allowed for shared responsibility in the transformation of our communities. This is especially important to ensure our efforts are developed in a manner that guarantees sustainability.The C2P team used federal, state and local resources to identify at-risk youth and create a profile of available community resources. Representing seven different sectors, this team compared disease and risk rates with service availability, neighborhood strengths, and neighborhood needs to zero in on prevention strategies most needed to protect the health of our city's youth. The C2P Memphis work group meets quarterly and has had 14 committee meetings and 76 subcommittee meetings. The group has identified high-risk ZIP Codes within the community and areas of high prevalence in surrounding rural areas. The identified root causes, gathered through mixed methods tools-quantitative and qualitative-helped to shape a strategic plan and identify opportunities for implementation of structural and systematic changes. The community coalition has successfully completed 5 structural change objectives and more than 25 actions steps toward our strategic plan of action. Part VI, Line 3: All children are treated at St. Jude Children's Research Hospital regardless of race, religion, or ability to pay. A billing system is maintained for each patient, but bills are not sent to any patient. The hospital's financial assistance policy is communicated in both English and Spanish.All patients that do not have health insurance or are expected to lose their health insurance are referred to an on-site Firstsource Solutions UAS, LLC consultant. The consultant contacts the patient/family to set up an interview and completes a questionnaire to help determine eligibility for various assistance programs including but not limited to TennCare/Medicaid, Cover TN, Cover Kids, CHIPS, and Social Security. Part VI, Line 4: St. Jude Children's Research Hospital has been described as "a hospital without walls" because the hospital's outreach includes the local market, national affiliates and the international community. The local market encompasses a 160 mile-radius of Memphis, Tennessee with approximately 25% of new oncology patients residing within this area. The Domestic Affiliate Program extends the protocol-structured treatment and research at St. Jude to children beyond our physical walls through clinical, research and academic partnerships with pediatric programs within the US. The Domestic Affiliate Program is a network of pediatric hematology-oncology clinics, hospitals and universities united to extend the mission of St. Jude. The physicians and staff at these sites work in collaboration with the staff of St. Jude to deliver protocol related care to pediatric hematology-oncology patients. Affiliates are currently located in Baton Rouge, LA, Huntsville, AL, Johnson City, TN, Peoria, IL, Shreveport, LA, and Springfield, MO. In addition, St. Jude draws approximately 38% of its new oncology patients from national non-affiliate markets. The mission of St. Jude's International Outreach Program (IOP) is to improve the survival rate of children with cancer and other catastrophic diseases worldwide, through the sharing of knowledge, technology and organizational skills. There are an estimated 160,000 newly diagnosed cases of childhood cancer worldwide each year, and cancer is emerging as a major cause of childhood death in the developing regions of Asia, South and Central America, northwest Africa and the Middle East. While over the past 30 years improved therapy has dramatically increased survival rates for children with cancer, still more than 70% of the world's children with cancer do not have access to modern treatment. St. Jude strives to address the needs of those children in countries that lack sufficient resources and help them manage their own burden of cases effectively. While sick children from around the world have traveled to our hospital in Memphis, receiving treatment in their own countries is more efficient and less disruptive for them and their families. Because of St. Jude's international efforts, we are able to reach far more children than would ever be able to come to Memphis. A basic healthcare infrastructure is needed to support pediatric oncology programs, which in turn further improves the development of basic healthcare. At the local level, the IOP develops partnerships with medical institutions and fund-raising organizations and facilitates the involvement of other agencies and organizations to support key programs and the education of local personnel. At the regional level, the IOP develops programs through the use of technology. The primary goal is to develop local and regional self-sufficiency. This model results in significant overall improvement in healthcare facilities, the level of practice, the self-confidence of healthcare providers, and local community involvement. We emphasize the building of regional expertise and diagnostic capabilities, which provide a critical mass of professionals who continually learn from and assist each other. Cost efficiency is also realized because of shared resources.St. Jude has partner sites all around the world; there are currently 20 official partner sites in 15 different countries around the world-Brazil, Chile, China, Costa Rica, Ecuador, El Salvador, Guatemala, Honduras, Ireland, Jordan, Lebanon, Mexico, Morocco, Philippines, Venezuela. St. Jude helps partner medical institutions develop tailored evidenced-based protocols for treating children with cancer and other catastrophic diseases. St. Jude physicians serve as mentors to physicians at our partner sites and consult on difficult cases. We train nurses in best practices in clinical care and work with pathologists on techniques for accurate diagnosis. We also partner with local fundraising foundations that support the medical programs. This model has proven to be highly effective in providing poor children in developing countries access to modern treatment and care.By sharing knowledge and technology with the local governments, healthcare providers, and the private sector in these countries, St. Jude is improving diagnoses and treatments to increase the survival rates of children all across the globe.1) Delivering broad based education and training onsite at St. Jude, in each specific country site, and through the St. Jude Cure4Kidstm Web site. 2) Building capacity within particular countries for treatment, care and research.3) Supporting targeted research that seeks to understand the factors underlying the efficacy of treatments within a country's specific cultural, economic and medical infrastructure context. Part VI, Line 5: The St. Jude Children's Research Hospital CEO is a member of Memphis Tomorrow. Memphis Tomorrow is an association of chief executive officers of Memphis' largest enterprises. The purpose is to bring top business leaders together with government and civic leaders to foster economic prosperity for all who live in our community. Additionally, St. Jude is silver sponsor for the Mid-South Minority Business Council (MMBC) Economic Development Fair. The MMBC serves as the Mid-South's foremost minority business development organization. The MMBC helps to develop a strong minority and women business community in an effort to impact economically the entire Mid-South region. Part VI, Line 6: St. Jude Children's Research Hospital was opened in 1962 by entertainer Danny Thomas, with the express purpose of "improving child health through research in biology and pediatrics." Our mission is to advance cures, and means of prevention, for pediatric catastrophic diseases through research and treatment. Consistent with the vision of our founder Danny Thomas, no child is denied treatment based on race, religion or a family's ability to pay. Our vision is to be the world leader in advancing the treatment and prevention of catastrophic diseases in children. This vision is pursued by providing outstanding patient care; by conducting basic, translational and clinical research designed to elucidate biological mechanisms, understand disease pathogenesis, improve diagnosis, enhance treatment outcome, prevent diseases and minimize adverse consequences of treatment; and by educating healthcare and scientific research professionals. Through these efforts we seek to cure and enhance the quality of life for an increasing proportion of children who come to us for treatment, and by expanding and sharing knowledge, to advance treatment of children with catastrophic diseases world-wide, while developing strategies to prevent catastrophic diseases in children.St. Jude is a research and clinical institution in which laboratory and clinical research is organized so as to advance the care of children with cancer and other catastrophic diseases. Its focus on providing outstanding patient care ensures that there is an ongoing effort to translate research findings into improved patient outcome. St. Jude has an academic faculty engaged in a broad spectrum of research that includes therapeutic trials, investigation of disease pathogenesis and discovery-oriented basic research.Hospital operations are overseen by a Board of Governors; the majority of these volunteers are neither employees nor contractors of the organization, nor family members thereof. The research activities of the Hospital are reviewed annually by a Scientific Advisory Board composed of internationally prominent physicians and scientists.St. Jude provided assistance to the pediatric community hospital for Memphis and surrounding vicinity in making available a state-of-the art neurosurgical facility for treating pediatric patients including St. Jude brain tumor patients. The neurosurgical facility is equipped with intra-operative imaging equipment (IMRI). When this equipment was selected, only two neurosurgical facilities in the United States provided patients this level of imaging technology which allows imaging to take place during surgical procedures. With the iMRI equipment surgeons can make informed decisions during the surgical process. Live Web casting capabilities allow others to view procedures. St. Jude's assistance with this facility helps assure that children in the area have access to the best neurosurgical treatment available.St. Jude in collaboration with the Genome Sequencing Center at Washington University in St. Louis has embarked on an unprecedented project to search the genetic landscape of the human genome and discover mutations that drive the malignancies of childhood cancer. The team has joined forces to decode the genomes of more than 600 childhood cancer patients who have contributed tumor samples. Discoveries resulting from this project will contribute to finding treatments that will be used by physicians worldwide to develop new diagnostic tests and a new generation of more effective drugs to save the lives of children with cancer. The three-year, $65 million project will help scientists identify the genetic missteps that turn a white blood cell into a cancer cell and benefit future cancer diagnostics and therapeutics.The Cyclotron (Particle Accelerator) located at St. Jude is technology that enables researchers to track the growth of cancer cells, pinpoint the production of new DNA by tumor cells and study the hearts of adult patients returning to St. Jude for lifetime follow-up. The cyclotron helps researchers better understand childhood cancer by enabling them to produce new, very short-acting tracers.St. Jude leases, manages and operates a Good Manufacturing Practice (GMP) facility which engages in the production of biologics and drugs used in research. The GMP offers researchers the resources needed to study rare diseases overlooked by pharmaceutical companies because there is little profit for these companies in studying and manufacturing drugs for the lesser known diseases. The facility, operating according to approved FDA standards, gives doctors the capabilities needed to tailor treatments specifically for an individual child.The Cell and Tissue Imaging Center includes electron microscopy and light microscopy. The facility provides investigators access to transmission electron microscopy, confocal laser scanning microscopy, multiphoton microscopy, image analysis, cell microinjection and live cell imaging. The FEI Tecnai 20 200KV FEG electron microscope, which can magnify an object 700,000 times, is at the heart of this program. The electron microscope instrument is one of only 200 of its type in the world. This technology allows researchers to get a closer look at cancer to better understand how it grows and spreads and responds to therapy. Using the electron microscope, researchers learn how the cancer cells breakaway from the tumor and begin to spread throughout the body.Along with outstanding patient care and research, St. Jude focuses on educating and training the next generation of doctors, nurses, researchers and academic leaders. From programs for high school students to the post-doctoral level, the hospital plays a major role in preparing future leaders of science and medicine. In addition to onsite education, St. Jude's International Outreach Program provides an education and collaboration Web site, Cure4KidsTM (www.Cure4Kids.org). Use of the Web site continues to grow and now has more than 22,000 users in 172 countries. The online content has been accessed more than 3.4 million times since its inception in 2002.African Americans and Hispanics combined makeup over 65% of the Memphis population. Because of the large number of residents who are of African or Hispanic decent and a representative number of people of Middle Eastern decent, the number of families affected by sickle cell disease (SCD) is high in the Memphis community. As the only pediatric Sickle Cell Center in this region, St. Jude treats most children with SCD in this area. In conjunction with Memphis City Schools, St. Jude holds KYSS (Know Your Sickle Status) training sessions to teach students and sports managers to recognize the onset of SCD symptoms and how to respond or help students with SCD manage their symptoms. St. Jude's Sickle Cell Center's community focus is the enhancement of public awareness about SCD and other hemoglobinopathies, as well as, the availability of counseling and treatment services. St. Jude does this through a number of advocacy programs that coordinate with local school systems and community healthcare agencies. Via the Connect2Protect program, St. Jude collaborates with community organizations which include churches, other healthcare organizations and civic groups to raise awareness about the need to prevent the spread of HIV/AIDS. The primary target for this program is the African American community.St. Jude's Cancer Education program for school students teaches healthy eating and exercise habits as well as discourages smoking.St. Jude's toll-free Quitline is available to anyone who has been treated for pediatric cancer in order to encourage survivors to kick the smoking habit. Callers can access counselors to receive support and tools to sustain their efforts.The fundraising source for St. Jude is ALSAC which raises funds solely for the hospital. Because of the hospital's mission of finding treatments for pediatric cancers, people nationwide contribute via thousands of fund raising efforts. ALSAC raised $685 million in fiscal year 2010 to meet St. Jude's operating cost. Volunteers enhance the quality of patient care by partnering with clinical staff to provide that additional personal touch. Volunteers also help ensure a safe environment. They provide care and concern and a listening ear for families at a time when they need it most. They are vital ambassadors between the hospital and community. Volunteer Mid-South selected St. Jude as Volunteer Program of the Year during the 2010 Spirit of Giving Award. X X X X 1 1 X X X X X 1 1 0 0 0 0 0 0 0 Richard C Shadyac Jr 0 199263 0 0 0 191 0 0 0 506 0 199960 0 0 William E Evans 648320 0 0 0 135059 0 0 0 12159 0 795538 0 0 0 James R Downing 562492 0 0 0 77255 0 0 0 13223 0 652970 0 0 0 Michael C Canarios 353254 0 0 0 53884 0 24086 0 15832 0 447056 0 0 0 Michael B Kastan 516498 0 0 0 21971 0 38660 0 13405 0 590534 0 0 0 Joseph H Laver 548420 0 0 0 17614 0 26500 0 13405 0 605939 0 0 0 Larry E Kun 636902 0 0 0 105869 0 0 0 15402 0 758173 0 0 0 George B Bikhazi 470178 0 10000 0 167288 0 0 0 13070 0 660536 0 0 0 James N Ihle 305619 0 0 0 251568 0 0 0 1394 0 558581 0 0 0 Stephen J Shochat 549372 0 0 0 26042 0 0 0 15671 0 591085 0 0 0 Leslie L Robison 464357 0 0 0 3029 0 22408 0 13167 0 502961 0 0 0 Joseph Mirro 154027 0 0 0 158045 0 0 0 7041 0 319113 0 0 0 Arthur Nienhuis 406238 0 10000 0 8789 0 0 0 13060 0 438087 0 0 0 Part I, Line 1a First class or charter travel: One charter flight was scheduled for multiple employees, including one officer, to attend a working session at a collaborating partner site. One first class airfare was provided due to scheduling requirements and available flight options. The expense was not treated as compensation to the officer. Travel for companions: Family member of one officer and an employee of the hospital, travels on hospital business as required by the position. Travel expenses are reimbursed under an accountable plan and not recorded as compensation. Tax Indemnifications and gross-up payments: Three officers were reimbursed gross up dependent tuition which is included as compensation to the officers. Health or social club dues or initiation fees: One officer is reimbursed $9,600 annually for country club dues. These dues are treated as compensation to the officer. Part I, Line 4a Joseph Mirro, $156,864 Part I, Line 4b: William E. Evans, $117,693; James C. Downing $74,340; Michael C. Canarios, $24,086; Michael B. Kastan, $38,660; Joseph H. Laver, $26,500; Larry E. Kun, $101,345; George B. Bikhazi, $158,657; James N. Ihle, $248,266; Joseph Mirro, $223,076 The Health Educational & Housing Facility Board of the County of Shelby T 521283414 821697XJ3 2006-12-21 250725271 $130.7 Million for construction of Integrated Patient Care and Research Faci 0 0 250725271 762450 1658621 1485837 145436980 2008 0 1 1 1 0 0 0 1 1 0.00210 0.00210 1 0 0 0 0 0 0 Shaker Recruitment Advertising Entity more than 35% owned by Anthony G Shaker and George Breit, voting dir 439299 Advertising 0 Mary Relling Family member of William E. Evans, Director and CEO 425812 Employment 0 Rachel Laver Family member of Joseph H. Laver, Evp/clinical director 17418 Employment 0 SUSANNA DOWNING FAMILY MEMBER OF JAMES R. DOWNING, EVP/SCIENTIFIC DIRECTOR 28616 EMPLOYMENT 0 0 Form 990, Part VI, Section A, line 2 Family relationship among directors: Joseph S. Ayoub, Jr. and Paul Ayoub; Fred P. Gattas, III and Fred P. Gattas, Jr.; Camille F. Sarrouf and Camille F. Sarrouf, Jr.; George Simon and Paul Simon; Terre Thomas and Tony Thomas; Robert Breit and Joseph G. Shaker Business relationship amoung directors: Robert Breit and Joseph G. Shaker Form 990, Part VI, Section A, line 4 The Board approved to change the requirement of a 3/4 majority Board vote to approve purchase of real estate to a 2/3 majority. The Board approved adding the following subsection with regard to Emeritus members: (i) the member shall be of good moral character to be eligible to be elected to and maintain Emeritus status and (ii) members elevated to Emeritus status continue to be subject to the removal provisions of Article IV, Section 8. The Board approved the position of the Epsilon Sigma Alpha member would be as an honorary non-voting position. The Board approved the Director and CEO of the Hospital and the CEO of ALSAC as ex-officio members, to have voting rights. The Board approved members of the Nominating Committee shall be the Chairs of the ALSAC and St. Jude Boards and three other full voting board members, having been an active member of the Board for a minimum of five consecutive years. The Chairs of ALSAC and St. Jude Board current at the time shall serve as voting ex-officio members of the committee, but may not participate in any discussions or vote concerning his/her relating as Chair. The Board approved the increase in term limits of officers of ALSAC (St. Jude) shall serve more than two (2) successive years in the same office. With a favorable recommendation of the Nominating Committee, the Board may elect by secret ballot such officer for a third and fourth one (1) year consecutive term by a 3/4 majority vote of the full Board in attendance. The Board approved the appointment of the new list of Standing Committees. The name of the Quality Improvement Committee is now Quality Assurance and Patient Care Committee. The Board approved to delete Article IV Section 7 in its entirety and replace it with the following: "No member shall remain on the Board of Directors unless such member attends annually at least three (3) meetings of the Board of Directors, except where good cause or special circumstance is shown for the member's absence. "Good cause" or "special circumstance" shall be determined at the discretion of the Membership Screening Committee in consultation with the Board Chair. Any member who wishes to participate in an in-person meeting telephonically must submit their request 1 day prior to the meeting to the Committee Chair. All members participating by telephone or electronic device shall be deemed present. Voting by members attending telephonically or electronically must vote publically or abstain. Voting by Secrets ballots may be done by submitting their vote via email to the person presiding over the meeting. The Second Vice Chairman shall assume the duties of the First Vice Chairman if that office becomes vacant in the middle of a term. In the event of the ascension to the position of First Vice Chair, death, resignation, removal or other disability of the Second Vice Chairman, the Nominating Committee will meet to develop a recommendation for a successor. The proposed recommendation will be presented at the next meeting of the Board of Governors. Form 990, Part VI, Section B, line 11 In February of each year, the audit committee and officers of the board are provided with a draft copy of the form 990 and all required schedules. The audit committee meets with its tax preparer to review the draft form 990 before it is filed with the IRS. Additionally the compensation committee of the board is provided with a draft copy of the compensation sections of the form 990 for review before it is filed with the IRS. Each voting member of the board is provided with a final copy of the form 990 and all requried schedules before it is filed with the IRS. Form 990, Part VI, Section B, line 12c St. Jude maintains an ad hoc conflict of interest committee of the board of governors. In addition to education of new board members on St. Jude's conflict of interest policy, the executive administrator to the board actively monitors conflict management plans (which may include changing vendors, divestiture of financial interests and the like) to ensure they are completed in a timely fashion. Undisclosed conflicts are discovered, where possible, through the institution's contracting process. This is true for the board's conflict of interest policy and for the separate conflict of interest policy applicable to all faculty and administration at the institution (potentional conflicts at the institution are discussed and resolved at a senior-level conflicts of interest committee). Potential restrictions range from unwinding or prohibiting a transaction, to preventing someone from participating in a deliberation, to simple disclosure to the board of the conflicting interest, depending on the facts and circumstances of the conflict. Form 990, Part VI, Section B, line 15 The Executive Compensation Committee of the Board commissions biannual third party salary surveys to determine compensation for the following officers: Chief Executive Officer, Chief Financial Officer, Scientific Director, Cancer Center Director, Clinical Director. All changes to salary for the officers are approved by the board. The last review was completed in 2010. Form 990, Part VI, Section C, line 19 Governing documents and the conflict of interest policy are not available for public inspection. Financial statements are available upon request. Schedule J-2, Part I Richard C. Shadyac, Jr. serves as a voting director of the Board of St. Jude. Mr. Shadyac is employed as an officer of ALSAC, a related organization to St. Jude. The compensation shown in column (E) was paid to Mr. Shadyac by ALSAC for his duties as CEO of ALSAC. CHILDREN'S GMP LLC 262 DANNY THOMAS PLACE MEMPHIS TN 381053678 620646012 VACCINE MANUFACTURER TN -2199139 263224 N/A THANKS & GIVING LLC 262 DANNY THOMAS PLACE MEMPHIS TN 381053678 620646012 ROYALTY INCOME FROM BOOK SALES TN -922 9736 N/A THE RIGHT WORDS LLC 262 DANNY THOMAS PLACE MEMPHIS TN 381053678 620646012 ROYALTY INCOME FROM BOOK SALES NY N/A AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES INC 501 STJUDE PLACE MEMPHIS TN 381050000 351044585 SOLICIT SUPPORT FOR THE OPERATIONS OF ST.JUDE IL 501(C)(3) SECTION 170 (B)(1)(A N/A 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES INC C 408161189 AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES INC L 408161189 AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES INC O 51102 AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES INC P 934777