WA FOOTE MEMORIAL HOSPITAL: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: WA FOOTE MEMORIAL HOSPITAL (EIN 38-2027689)
Tax period: 2013-07-01 to 2014-06-30
Filed: 2015-05-07
IRS object ID: 201541279349300324
Schema version: 2013v4.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule F
Schedule H
Schedule I
Schedule J
Schedule K
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2015-05-07T09:02:06-05:00	ReturnTs
Tax Period End	2014-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	346565596	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Ernst & Young US LLP	BusinessNameLine1

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	41 South High Street	AddressLine1
City	Columbus	City
State	OH	State
ZIP Code	43215	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2013-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	382027689	EIN

Business Name BusinessName

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

Field	Value	IRS element (for citing)
Business Name Control	WAFO	BusinessNameControlTxt
Phone	5177884800	PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Georgia Fojtasek	PersonNm
Person Title	President & CEO	PersonTitleTxt
Phone	5177884800	PhoneNum
Signature	2015-04-30	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Diane L Bean	PreparerPersonNm
PTIN	P00104972	PTIN
Phone	6142245678	PhoneNum

Field	Value	IRS element (for citing)
Tax	2013	TaxYr
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

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

Field	Value	IRS element (for citing)
Principal Officer	Georgia Fojtasek	PrincipalOfficerNm

US Address USAddress

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

Field	Value	IRS element (for citing)
Gross Receipts	$568,956,668	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.allegiancehealth.org	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1970	FormationYr
Legal Domicile State	MI	LegalDomicileStateCd
Activity Or Mission	We lead our community to better health and well-being at every stage of life.	ActivityOrMissionDesc
Voting Members Governing Body	15	VotingMembersGoverningBodyCnt
Voting Members Independent	7	VotingMembersIndependentCnt
Total Employee	4482	TotalEmployeeCnt
Total Volunteers	604	TotalVolunteersCnt
Total Gross UBI	$3,485,840	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	-$180,627	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$3,873,688	PYContributionsGrantsAmt
CY Contributions Grants	$2,029,401	CYContributionsGrantsAmt
PY Program Service Revenue	$404,465,728	PYProgramServiceRevenueAmt
CY Program Service Revenue	$427,625,746	CYProgramServiceRevenueAmt
PY Investment Income	$9,911,659	PYInvestmentIncomeAmt
CY Investment Income	$26,393,683	CYInvestmentIncomeAmt
PY Other Revenue	$8,953,035	PYOtherRevenueAmt
CY Other Revenue	$9,835,554	CYOtherRevenueAmt
PY Total Revenue	$427,204,110	PYTotalRevenueAmt
CY Total Revenue	$465,884,384	CYTotalRevenueAmt
PY Grants And Similar Paid	$643,000	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$610,370	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$230,033,028	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$245,691,463	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$207,310,272	PYOtherExpensesAmt
CY Other Expenses	$211,483,802	CYOtherExpensesAmt
PY Total Expenses	$437,986,300	PYTotalExpensesAmt
CY Total Expenses	$457,785,635	CYTotalExpensesAmt
PY Revenues Less Expenses	-$10,782,190	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$8,098,749	CYRevenuesLessExpensesAmt
Total Assets BOY	$498,210,237	TotalAssetsBOYAmt
Total Assets EOY	$511,854,393	TotalAssetsEOYAmt
Total Liabilities BOY	$292,252,910	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$277,190,759	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$205,957,327	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$234,663,634	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	See Schedule OOur MissionWe lead our community to better health and well-being at every stage of life.Our ValuesCompetence: expertise in carrying out responsibilities and inspiring others to have confidence in you.Integrity: behavior that is honest, fair, trustworthy and sincere, strength of character and respect for others.Teamwork: working together in an environment of mutual respect.Diversity: respect for individual beliefs, uniqueness, and differences.Quality: committment to excellence in care.Compassion: acknowledging the feelings of others with empathy, support, encouragement, and sensitivity. Listening and responding to individual needs in a patient and caring manner.Customer Service: taking pride in providing service beyond expectations.Healing Environment: providing an environment that promotes an atmosphere of trust, comfort, healing and security	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$367,311,223	ExpenseAmt
Grant	$610,370	GrantAmt
Revenue	$434,057,257	RevenueAmt
Desc	See Schedule OThe Hospital devotes substantial efforts and resources to providing health services to people in its communities. The Hospital is engaged in the following activities to ensure that our mission is accomplished:Unreimbursed Services Provided to the Underserved:The Hospital provides a substantial portion of its services to the underserved (elderly and low income residents). During the fiscal year ended June 30, 2014, approximately 39% of the value of services rendered were to elderly patients under the Medicare program, and approximately 17% of the services were provided to patients who were deemed indigent under state, county, or Medicaid Center guidelines.In the spirit of our mission and values, the Hospital has taken proactive steps to address those issues that will affect accessibility, the financing, and the delivery of healthcare services to all persons. During the fiscal year ended June 30, 2014, the Hospital provided charity care of $47.7 million and recorded a provision for bad debts of $40.9 million. Consistent with Schedule H reporting, charity care at cost for fiscal year 2014 was $13.9 million.Patient Services:The Hospital serves seven counties with a medical staff of more than 450 physicians. A complete listing of services is available at AllegianceHealth.org.The Hospital supports unprofitable/subsidized health services, including inpatient and outpatient behavioral health and substance abuse services, obstetrics, emergency and trauma services, general medicine, family/general practice, senior services, cardiac and pulmonary rehabilitation, palliative care, wound care, pain clinic and diabetes clinic.Community Benefit Activities:The Hospital is engaged in community programs and services that address identified community health needs regardless of source or availability of payment and provide measurable improvement in health access, health status, and the use of health care resources. These programs address one of the six criteria:Supports the Hospital's community-based missionTargets the problems of the poor or medically underservedImpacts the health status of the identified communityReduces community health costsIs accessible to the entire target community regardless of ability to payStimulates external community partnershipsHealth Improvement Organization:The Health Improvement Organization (HIO) was created by Allegiance Health in 2001 to promote a culture of continuous health improvement in our community and integrate wellness and prevention throughout our services. The Allegiance Health Department of Prevention and Community Health provides staff and infrastructure to facilitate the coordination of local health improvement activities. The HIO Coordinating Council (HIO CC) is a multi-disciplinary stakeholders group led by Allegiance Health with representation from local government, public health, health care, health and human service agencies, nonprofits, school districts, health plans, mental health, employers and the faith community. The HIO CC coordinates efforts across community leaders in health to create unprecedented alignment of goals and resources, as well as a strong community platform for advocacy. The work of the HIO CC has culminated in the completion of a Community Action Plan including goals, objectives and strategies to address physical activity, nutrition, tobacco use, and depression in Jackson County. The Plan is based on assessment and data-driven processes, as well as input from over 30 representatives from local health and human service agencies, and over 100 community stakeholders. The overarching tactics that the Community Action Plan relies upon include evidence-based activities to:Enhance media attention and public recognition of healthy lifestyle practices;Improve access to healthy foods and safe, attractive, affordable places for activity through supportive policies and physical environment changes;Provide social support and services that promote consistent screening, referral and supportive relationships for physical activity, nutrition, mental health and smoking behavior change.The HIO builds upon existing community strengths and infrastructure to support implementation of health initiatives that have been prioritized as part of a community wide plan with significant community engagement and an established infrastructure to support longevity. In addition to operational support for the HIO CC, the Allegiance Health Department of Prevention and Community Health provides subject matter expertise on wellness and prevention at the Board, Service Line and community level, and direct service delivery (including employer-based health management, tobacco treatment services, weight management, faith community nursing, etc.) to a broad base of community members to support the health improvement priorities identified by the HIO. The Department of Prevention and Community Health has an annual budget of around $1 million. Since 2001, the Hospital has committed over $22.4 million of funding to this program.Other Community Benefit Activities:Through Community Education and Outreach, the Hospital provided educational sessions and clinics that reached 87,811 individuals at a cost of $300,641 in fiscal year 2014. The sessions/clinics included education on asthma, AIDS/HIV, diabetes, family planning, fitness/exercise, overall health, cardiovascular health, nutrition and weight management, pulmonary, smoking cessation and womens health. These educational offerings were located at the Hospital, community fairs, parishes, schools, work sites and by phone. Free Medical Screenings for high blood pressure, diabetes, mental health/depression, vascular disease and womens health served 1,414 community members at a cost of $23,159 in fiscal year 2014.The Hospital funded a 24-hour nurse call center to provide health information to the community. The cost of the center in fiscal year 2014 was $376,700.Free and discounted prescription drug and medical supplies were provided to community members at a cost of $127,840 during fiscal year 2014. Through Meals on Wheels and other food programs, the Hospital donated $63,703 in food.Patient transportation assistance was provided in fiscal year 2014, including wheelchair van, ambulance, transport to and from cancer centers and cab service at a cost of $174,072.Partnerships:The Hospital played a leadership role in the establishment of the Center for Family Health, a Federally Qualified Health Center, providing $500,000 in fiscal year 2014 support for the uninsured.The Hospital played a leadership role in the establishment of the Jackson County Health Plan, whose mission is to improve healthcare coverage in Jackson County for the underserved.The Hospital partnered with the medical staff and community to establish Project Access, a program which provides free physician and hospital care for over 500 community members that do not qualify for federal or state financial assistance and are uninsured. The Hospital provides free care for medically necessary hospital based services. Hospital executive staff sit on a number of governance boards of non-profit organizations in our community, such as Center for Family Health, Ella Sharp Museum of Art and History, Jackson Community Foundation, Fitness Council of Jackson, Health Improvement Organization, Allegiance Hospice, Allegiance Health Foundation, CareLink, Healthlink, Jackson Community Ambulance, Huron Valley Ambulance, Jackson Community Medical Record, Michigan Health Information Network, United Way of Jackson, Jackson Health Network, and Junior Achievement of Michigan Edge.The Hospital is also represented on public and private organizations including The Enterprise Group of Jackson, Inc. (promotes economic development), Jackson Citizens for Economic Growth, and South Central Michigan Works. The Hospital donates office space to two area non-profit organizations. These organizations are the Enterprise Group of Jackson, Inc. and Birthline of Jackson.	Desc
Total Program Service Expenses	$367,311,223	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Temp Or Permanent Endowments	Yes (1)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	Yes (1)	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	Yes (1)	OperateHospitalInd
Audited Financial Stmt Att	Yes (1)	AuditedFinancialStmtAttInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (1)	TaxExemptBondsInd
Invest Tax Exempt Bonds	0	InvestTaxExemptBondsInd
Escrow Account	0	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	Yes (1)	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	Yes (1)	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (1)	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	Yes (1)	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	Yes (1)	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (1)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	290	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	4482	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	Yes (1)	ForeignFinancialAccountInd
Foreign Country	CJ	ForeignCountryCd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	15	GoverningBodyVotingMembersCnt
Independent Voting Member	7	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (1)	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (1)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	Yes (1)	InvestmentInJointVentureInd
Written Policy Or Procedure	Yes (1)	WrittenPolicyOrProcedureInd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

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

Field	Value	IRS element (for citing)
Phone	5177884800	PhoneNum

US Address USAddress

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

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

Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Georgia Fojtasek
President & CEO	55.00	5.00	Yes (X)	Yes (X)	$704,743	$0	$69,099
Aaron Boatin
Trustee	2.00	2.00	Yes (X)		$0	$0	$0
Neeta Delaney
Trustee	2.00	1.00	Yes (X)		$0	$0	$0
Doug Finch
Trustee	4.00	1.00	Yes (X)		$0	$0	$0
David Halsey
Trustee	4.00	1.00	Yes (X)		$34,870	$0	$0
Steven Hogwood
Trustee	2.00	1.00	Yes (X)		$0	$0	$0
John Mogerman
Chief of Staff	5.00	1.00	Yes (X)		$351,257	$0	$48,682
Steven Rick
Trustee	2.00	1.00	Yes (X)		$0	$0	$0
Tim Levy
Vice Chairman	3.00	1.00	Yes (X)		$0	$0	$0
John Nally
Secretary/Treasurer	3.00	1.00	Yes (X)	Yes (X)	$0	$0	$0
Larry Schultz
Chairman	5.00	1.00	Yes (X)		$0	$0	$0
Allan Tompkins
Trustee	3.00	2.00	Yes (X)		$4,590	$0	$0
Gregg Patten
Trustee as of 05/29/14	3.00	1.00	Yes (X)		$2,000	$0	$0
Michael Shore
Trustee	3.00	2.00	Yes (X)		$2,400	$0	$0
Mohan Kulkarni
Trustee	3.00	1.00	Yes (X)		$152,735	$0	$0
Karen Chaprnka
SVP & COO	55.00	5.00		Yes (X)	$416,975	$0	$55,339
Jeanne' Wickens
SVP & CFO	55.00	5.00		Yes (X)	$440,577	$0	$67,460
Richard Warren
VP & CIO	55.00	5.00		Yes (X)	$363,067	$0	$61,490
Kenneth Empey
General Counsel	55.00	5.00		Yes (X)	$256,253	$0	$61,367
Anthony Gardner
VP Marketing	55.00	1.00		Yes (X)	$182,618	$0	$30,232
Beth Smith
VP Organizational Excellence	55.00	1.00		Yes (X)	$203,160	$0	$30,386
Gerald Grannan
VP Physician Integrationg & Planning	55.00	1.00		Yes (X)	$194,654	$0	$32,084
John Hyden
Chief Compliance Officer	55.00	5.00		Yes (X)	$134,787	$0	$13,513
Ondrea Bates
SVP Patient Care as of 08/30/13	55.00	5.00		Yes (X)	$93,174	$0	$10,681
Ray King
Chief Medical Officer	55.00	5.00		Yes (X)	$394,795	$0	$64,084
George Hunter
VP Human Resources as of 07/08/13	55.00	5.00		Yes (X)	$121,456	$0	$9,038
Kevin Leonard
VP Finance	55.00	5.00		Yes (X)	$155,355	$0	$10,129
Vishal Gupta
Physician	50.00	0.00			$979,026	$0	$89,136	Yes (X)
Ryan Beekman
Physician	50.00	0.00			$882,110	$0	$71,684	Yes (X)
Shawn Obi
Physician	50.00	0.00			$648,607	$0	$9,091	Yes (X)
Brian Daly
Physician	50.00	0.00			$643,057	$0	$71,950	Yes (X)
Christopher Pfeifer
Physician	50.00	0.00			$623,284	$0	$24,200	Yes (X)
Cheryl Lamborn
VP Human Resources thru 11/12/12	0.00	0.00			$174,463	$0	$0		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$8,160,013	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$829,645	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	219	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (1)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1	CityContractorAddress/USAddress/City	StateContractorAddress/USAddress/State	ZIP CodeContractorAddress/USAddress/ZIPCode	ServicesServicesDesc	CompensationCompensationAmt
St Joseph Mercy Health System
PO Box 992	Ann Arbor	MI	48106	Healthcare Services	$7,435,742
Mckesson Technologies Inc
PO Box 98347	Chicago	IL	60693	Healthcare Consulting	$3,578,739
Independent Emergency Physicians
PO Box 100	Royal Oak	MI	48068	Healthcare Services	$3,555,714
GE Healthcare Services
PO Box 96483	Chicago	IL	60693	Healthcare Consulting	$2,913,195
Cogent Healthcare Management Inc
PO Box 645037	Cinncinnati	OH	45264	Hospitalists	$2,800,371

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	244	CntrctRcvdGreaterThan100KCnt
Related Organizations	$978,310	RelatedOrganizationsAmt
Government Grants	$1,051,091	GovernmentGrantsAmt
Total Contributions	$2,029,401	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
Patient Services	621990	$426,553,062	$424,661,954	$1,891,108
FHC, JCA, and JCMR	621910	$1,072,684	$1,072,684

Field	Value	IRS element (for citing)
Total Program Service Revenue	$427,625,746	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,080,030	TotalRevenueColumnAmt
Exclusion	$6,080,030	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$140,312	TotalRevenueColumnAmt
Exclusion	$140,312	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$906,015	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$853,613	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$52,402	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$52,402	TotalRevenueColumnAmt
Exclusion	$52,402	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$122,392,012	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$101,613,322	SecuritiesAmt
Other	$605,349	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$20,778,690	SecuritiesAmt
Other	-$605,349	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$20,173,341	TotalRevenueColumnAmt
Exclusion	$20,173,341	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
Services to Affiliates	561000	$4,167,403	$3,179,776	$987,627
Cafeteria	722210	$1,756,909			$1,756,909
Contracted Pharmacy Revenue	621110	$1,152,127	$1,152,127

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,706,713	TotalRevenueColumnAmt
Related Or Exempt Func Income	$2,099,608	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$607,105	UnrelatedBusinessRevenueAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$9,783,152	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$465,884,384	TotalRevenueColumnAmt
Related Or Exempt Func Income	$432,166,149	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$3,485,840	UnrelatedBusinessRevenueAmt
Exclusion	$28,202,994	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$610,370	TotalAmt
Program Services	$610,370	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$5,059,045	TotalAmt
Management And General	$5,059,045	ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$1,278,392	TotalAmt
Program Services	$939,421	ProgramServicesAmt
Management And General	$338,971	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$194,517,526	TotalAmt
Program Services	$162,045,981	ProgramServicesAmt
Management And General	$32,471,545	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$9,535,271	TotalAmt
Program Services	$7,715,757	ProgramServicesAmt
Management And General	$1,819,514	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$21,681,056	TotalAmt
Program Services	$17,543,892	ProgramServicesAmt
Management And General	$4,137,164	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$13,620,173	TotalAmt
Program Services	$11,021,181	ProgramServicesAmt
Management And General	$2,598,992	ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$259,328	TotalAmt
Management And General	$259,328	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$2,968,429	TotalAmt
Program Services	$2,401,995	ProgramServicesAmt
Management And General	$566,434	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$358,736	TotalAmt
Management And General	$358,736	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$148,547	TotalAmt
Management And General	$148,547	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$331,145	TotalAmt
Management And General	$331,145	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$49,811,054	TotalAmt
Program Services	$33,154,371	ProgramServicesAmt
Management And General	$16,656,683	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$1,125,813	TotalAmt
Program Services	$910,986	ProgramServicesAmt
Management And General	$214,827	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$20,842,334	TotalAmt
Program Services	$16,865,214	ProgramServicesAmt
Management And General	$3,977,120	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$11,485,288	TotalAmt
Program Services	$9,293,673	ProgramServicesAmt
Management And General	$2,191,615	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$8,770,570	TotalAmt
Program Services	$7,096,976	ProgramServicesAmt
Management And General	$1,673,594	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$346,207	TotalAmt
Program Services	$280,144	ProgramServicesAmt
Management And General	$66,063	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$346,207	TotalAmt
Program Services	$280,144	ProgramServicesAmt
Management And General	$66,063	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$5,849,792	TotalAmt
Program Services	$4,733,539	ProgramServicesAmt
Management And General	$1,116,253	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$25,716,796	TotalAmt
Program Services	$20,809,535	ProgramServicesAmt
Management And General	$4,907,261	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$473,532	TotalAmt
Program Services	$383,173	ProgramServicesAmt
Management And General	$90,359	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
Drugs	$36,666,641	$36,666,641
Medical Supplies	$31,291,193	$31,291,193
Swap Loss Transaction	$7,104,151		$7,104,151
Food	$2,162,932	$2,162,932

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$5,425,107	TotalAmt
Program Services	$1,104,105	ProgramServicesAmt
Management And General	$4,321,002	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$457,785,635	TotalAmt
Program Services	$367,311,223	ProgramServicesAmt
Management And General	$90,474,412	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$8,560,443	BOYAmt
EOY	$11,037,168	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$1,980,897	BOYAmt
EOY	$1,864,583	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$50,532,032	BOYAmt
EOY	$54,353,819	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
EOY	$75,661	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$115,000	BOYAmt
EOY	$205,009	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$2,594,211	BOYAmt
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$6,874,186	BOYAmt
EOY	$6,370,488	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$9,480,192	BOYAmt
EOY	$9,112,567	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$343,562,725	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$196,745,923	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$154,971,366	BOYAmt
EOY	$146,816,802	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$249,871,604	BOYAmt
EOY	$265,050,768	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$13,230,306	BOYAmt
EOY	$16,967,528	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$498,210,237	BOYAmt
EOY	$511,854,393	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$53,947,584	BOYAmt
EOY	$60,468,136	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$169,988,808	BOYAmt
EOY	$165,047,191	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$3,367,990	BOYAmt
EOY	$3,367,990	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$18,000,000	BOYAmt
EOY	$17,000,000	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$46,948,528	BOYAmt
EOY	$31,307,442	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$292,252,910	BOYAmt
EOY	$277,190,759	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$205,957,327	BOYAmt
EOY	$234,663,634	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$205,957,327	BOYAmt
EOY	$234,663,634	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$498,210,237	BOYAmt
EOY	$511,854,393	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$8,098,749	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$5,076,546	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$15,531,012	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Hospital	Yes (X)	HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

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

Contributor US Address ContributorUSAddress

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)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	0	VolunteersInd
Paid Staff Or Management	Yes (1)	PaidStaffOrManagementInd
Media Advertisements	0	MediaAdvertisementsInd
Mailings Members	0	MailingsMembersInd
Publications Or Broadcast	0	PublicationsOrBroadcastInd
Grants Other Organizations	0	GrantsOtherOrganizationsInd
Direct Contact Legislators	Yes (1)	DirectContactLegislatorsInd
Direct Contact Legislators	$148,547	DirectContactLegislatorsAmt
Rallies Demonstrations	0	RalliesDemonstrationsInd
Other Activities	0	OtherActivitiesInd
Total Lobbying Expenditures	$148,547	TotalLobbyingExpendituresAmt
Not Described Section501c3	0	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Part II-B, Line 1:	FormAndLineReferenceDesc
Explanation	Health care is a highly-regulated field, requiring frequent and high-level communication with regulators and elected officials. A small investment in lobbying enables us to remain in contact with legislators and government agencies, maximize the resources with which we are entrusted and assure that we provide the best care to our community. W.A. Foote Memorial Hospital(also referred to herein as Allegiance Health, Hospital, Corporation or Organization)enlists the services of several lobbying consultants, attorneys and healthcare trade associations. In addition, the Hospital employs a corporate accounts specialist. The specialist spends a portion of his time contacting legislators, participating in grass roots advocacy, and other activities closely related to lobbying.	ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,552,189	BeginningYearBalanceAmt
Contributions	$694,089	ContributionsAmt
Investment Earnings Or Losses	$75,992	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$1,009,783	GrantsOrScholarshipsAmt
End Year Balance	$1,312,487	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,250,833	BeginningYearBalanceAmt
Contributions	$671,894	ContributionsAmt
Grants Or Scholarships	$370,538	GrantsOrScholarshipsAmt
End Year Balance	$1,552,189	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,124,117	BeginningYearBalanceAmt
Contributions	$2,790,346	ContributionsAmt
Investment Earnings Or Losses	$5,025	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$2,015,249	GrantsOrScholarshipsAmt
Other Expenditures	$653,406	OtherExpendituresAmt
End Year Balance	$1,250,833	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$642,729	BeginningYearBalanceAmt
Contributions	$2,045,207	ContributionsAmt
Investment Earnings Or Losses	-$5,012	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$849,502	GrantsOrScholarshipsAmt
Administrative Expenses	$709,305	AdministrativeExpensesAmt
End Year Balance	$1,124,117	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$42,176	BeginningYearBalanceAmt
Contributions	$946,077	ContributionsAmt
Other Expenditures	$345,524	OtherExpendituresAmt
End Year Balance	$642,729	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Term Endowment Balance EOY	1.00000	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	Yes (1)	EndowmentsHeldRelatedOrgInd
Related Org List Sch R	Yes (1)	RelatedOrgListSchRInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$9,630,527	OtherCostOrOtherBasisAmt
Book Value	$9,630,527	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$183,845,674	OtherCostOrOtherBasisAmt
Depreciation	$97,070,172	DepreciationAmt
Book Value	$86,775,502	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$136,745,467	OtherCostOrOtherBasisAmt
Depreciation	$96,246,278	DepreciationAmt
Book Value	$40,499,189	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$13,341,057	OtherCostOrOtherBasisAmt
Depreciation	$3,429,473	DepreciationAmt
Book Value	$9,911,584	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$146,816,802	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDesc	AmtAmt
Retirement Plan Liability	$26,563,278
Settlement payable to third party payor	$123,049
Note Payable	$182,509
Income Guarantee	$343,507
Tax Abatement Liability	$192,411
Deferred Comp	$3,902,688

Field	Value	IRS element (for citing)
Total Liability	$31,307,442	TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Part V, Line 4:	FormAndLineReferenceDesc
Explanation	The Organization's endowment funds are used for various charitable hospital programs including treatment of uninsured patients and community preventative health education.	ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

Field	Value	IRS element (for citing)
Region	Cayman Islands	RegionTxt
Offices	0	OfficesCnt
Employee	1	EmployeeCnt
Type Of Activities Conducted	Program Services	TypeOfActivitiesConductedTxt
Specific Services Provided	Self & Malpractice Insurance	SpecificServicesProvidedTxt
Region Total Expenditures	$2,311,262	RegionTotalExpendituresAmt

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	1	SubtotalEmployeesCnt
Continutation Total Office	0	ContinutationTotalOfficeCnt
Continutation Total Employee	0	ContinutationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	1	TotalEmployeeCnt
Subtotal Spent	$2,311,262	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$2,311,262	TotalSpentAmt
Transfer To Foreign Corp	0	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (1)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	0	PassiveForeignInvestmestCoInd
Foreign Partnership	0	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Schedule H IRS990ScheduleH

Field	Value	IRS element (for citing)
Financial Assistance Policy	Yes (1)	FinancialAssistancePolicyInd
Written Policy	Yes (1)	WrittenPolicyInd
FPG Reference Free Care	Yes (1)	FPGReferenceFreeCareInd
Percent200	Yes (X)	Percent200Ind
FPG Reference Discounted Care	Yes (1)	FPGReferenceDiscountedCareInd
Percent350	Yes (X)	Percent350Ind
Free Care Medically Indigent	Yes (1)	FreeCareMedicallyIndigentInd
Financial Assistance Budget	Yes (1)	FinancialAssistanceBudgetInd
Expenses Exceed Budget	Yes (1)	ExpensesExceedBudgetInd
Unable To Provide Care	0	UnableToProvideCareInd
Annual Community Bnft Report	Yes (1)	AnnualCommunityBnftReportInd
Report Publically Available	Yes (1)	ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$13,902,789	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$13,902,789	NetCommunityBenefitExpnsAmt
Total Expense	0.03040	TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$66,262,629	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$52,381,336	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$13,881,293	NetCommunityBenefitExpnsAmt
Total Expense	0.03030	TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$80,165,418	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$52,381,336	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$27,784,082	NetCommunityBenefitExpnsAmt
Total Expense	0.06070	TotalExpensePct

Community Health Services CommunityHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$441,512	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$441,512	NetCommunityBenefitExpnsAmt
Total Expense	0.00100	TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$1,273,793	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$1,273,793	NetCommunityBenefitExpnsAmt
Total Expense	0.00280	TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$1,715,305	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$1,715,305	NetCommunityBenefitExpnsAmt
Total Expense	0.00380	TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$81,880,723	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$52,381,336	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$29,499,387	NetCommunityBenefitExpnsAmt
Total Expense	0.06450	TotalExpensePct

Economic Development EconomicDevelopmentGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$25,000	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$25,000	NetCommunityBenefitExpnsAmt
Total Expense	0.00010	TotalExpensePct

Community Support CommunitySupportGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$251,625	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$251,625	NetCommunityBenefitExpnsAmt
Total Expense	0.00050	TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$276,625	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$276,625	NetCommunityBenefitExpnsAmt
Total Expense	0.00060	TotalExpensePct

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	0	BadDebtExpenseReportedInd
Bad Debt Expense	$40,927,175	BadDebtExpenseAmt
Bad Debt Expense Attributable	$0	BadDebtExpenseAttributableAmt
Reimbursed By Medicare	$167,896,943	ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr	$202,314,740	CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall	-$34,417,797	MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

Field	Value	IRS element (for citing)
Cost To Charge Ratio	Yes (X)	CostToChargeRatioInd

Field	Value	IRS element (for citing)
Written Debt Collection Policy	Yes (1)	WrittenDebtCollectionPolicyInd
Financial Assistance Prvsn	Yes (1)	FinancialAssistancePrvsnInd

Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp (2 entries)

Primary ActivitiesPrimaryActivitiesTxt	Org Profit Or OwnershipOrgProfitOrOwnershipPct	Ofcr Etc Profit Or OwnershipOfcrEtcProfitOrOwnershipPct	Physicians Profit Or OwnershipPhysiciansProfitOrOwnershipPct
1 Foote Health Center Associates
Entity leases medical office space.	0.54430	0.00000	0.45570
2 Jackson Community Medical Records
Entity provides electronic medical records to hospital & community doctors.	0.51000	0.00000	0.49000

Field	Value	IRS element (for citing)
Hospital Facilities	1	HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

Field	Value	IRS element (for citing)
Facility	1	FacilityNum

Business Name BusinessName

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

US Address USAddress

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

Field	Value	IRS element (for citing)
Website Address	www.allegiancehealth.org	WebsiteAddressTxt
Licensed Hospital	Yes (X)	LicensedHospitalInd
General Medical And Surgical	Yes (X)	GeneralMedicalAndSurgicalInd
Emergency Room24 Hrs	Yes (X)	EmergencyRoom24HrsInd

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

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

Field	Value	IRS element (for citing)
Facility	1	FacilityNum
CHNA Conducted	Yes (1)	CHNAConductedInd
Community Definition	Yes (X)	CommunityDefinitionInd
Community Demographics	Yes (X)	CommunityDemographicsInd
Existing Resources	Yes (X)	ExistingResourcesInd
How Data Obtained	Yes (X)	HowDataObtainedInd
Community Health Needs	Yes (X)	CommunityHealthNeedsInd
Other Health Issues	Yes (X)	OtherHealthIssuesInd
Community Hlth Needs Id Process	Yes (X)	CommunityHlthNeedsIdProcessInd
Consulting Process	Yes (X)	ConsultingProcessInd
Information Gaps	Yes (X)	InformationGapsInd
CHNA Conducted	12	CHNAConductedYr
Take Into Account Others Input	Yes (1)	TakeIntoAccountOthersInputInd
CHNA Conducted With Other Fclts	Yes (1)	CHNAConductedWithOtherFcltsInd
CHNA Report Widely Available	Yes (1)	CHNAReportWidelyAvailableInd
Rpt Available On Own Website	Yes (X)	RptAvailableOnOwnWebsiteInd
Own Website URL	www.allegiancehealth.org	OwnWebsiteURLTxt
Other Website	Yes (X)	OtherWebsiteInd
Other Website URL	www.myhio.org	OtherWebsiteURLTxt
Rpt Available Upon Request	Yes (X)	RptAvailableUponRequestInd
Rpt Available Thru Other Method	Yes (X)	RptAvailableThruOtherMethodInd
Adopt Implementation Strategy	Yes (X)	AdoptImplementationStrategyInd
Exec Implementation Strategy	Yes (X)	ExecImplementationStrategyInd
Develop Community Wide Plan	Yes (X)	DevelopCommunityWidePlanInd
Exec Community Wide Plan	Yes (X)	ExecCommunityWidePlanInd
Include Operational Plan	Yes (X)	IncludeOperationalPlanInd
Adopt Budget	Yes (X)	AdoptBudgetInd
Prioritize Health Needs	Yes (X)	PrioritizeHealthNeedsInd
Prioritize Services	Yes (X)	PrioritizeServicesInd
All Needs Addressed	0	AllNeedsAddressedInd
Organization Incur Excise Tax	0	OrganizationIncurExciseTaxInd
Elig Criteria Explained	Yes (1)	EligCriteriaExplainedInd
FPG Used Deter Elig Free Care	Yes (1)	FPGUsedDeterEligFreeCareInd
FPG Family Incm Lmt Free Care	200.000000000000	FPGFamilyIncmLmtFreeCarePct
FPG Used Determ Elig Dscnt Care	Yes (1)	FPGUsedDetermEligDscntCareInd
FPG Family Incm Lmt Dscnt Care	350.000000000000	FPGFamilyIncmLmtDscntCarePct
Explained Basis	Yes (1)	ExplainedBasisInd
Income Level	Yes (X)	IncomeLevelInd
Asset Level	Yes (X)	AssetLevelInd
Medical Indigency	Yes (X)	MedicalIndigencyInd
Insurance Status	Yes (X)	InsuranceStatusInd
Medicaid Medicare	Yes (X)	MedicaidMedicareInd
App Financial Asst Expln	Yes (1)	AppFinancialAsstExplnInd
Includes Publicity Measures	Yes (1)	IncludesPublicityMeasuresInd
Posted On Website	Yes (X)	PostedOnWebsiteInd
Available On Request	Yes (X)	AvailableOnRequestInd
Other Publicity	Yes (X)	OtherPublicityInd
FAP Actions On Nonpayment	Yes (1)	FAPActionsOnNonpaymentInd
Collection Activities	0	CollectionActivitiesInd
FAP Notified Upon Admission	Yes (X)	FAPNotifiedUponAdmissionInd
FAP Notified Before Discharge	Yes (X)	FAPNotifiedBeforeDischargeInd
FAP Notified All Patients	Yes (X)	FAPNotifiedAllPatientsInd
Documented Elig Determination	Yes (X)	DocumentedEligDeterminationInd
Nondis Emergency Care Policy	Yes (1)	NondisEmergencyCarePolicyInd
Lowest Negotiated Rates	Yes (X)	LowestNegotiatedRatesInd
Amounts Generally Billed	0	AmountsGenerallyBilledInd
Gross Charges	0	GrossChargesInd

Supplemental Information SupplementalInformationGrp (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
W.A. Foote Memorial Hospital	Part V, Section B, Line 3: The Health Improvement Organization Coordinating Council, founded by Allegiance Health, is a collaborative of community stakeholders committed to improving the health status of the community through an integrated health improvement infrastructure that addresses Jackson's priority health issues. The HIO Coordinating Council serves as the stakeholder planning committee for Allegiance Health's Board HIO Committee, Jackson County's Healthy Community initiative, the United Way of Jackson County's Community Solutions Team on Health, and the Health Strand of the Jackson 2020 initiative. The scope of our responsibility includes monitoring community level indicators, identifying specific health priorities and developing community action plans to address common goals.In this model, community stakeholders work with public health experts to develop and complete a community health assessment for Jackson County. This assessment provides a data collection mechanism that better aligns efforts among community partners and creates a more strategic framework for local health improvement activities.Individuals contributing input for Allegiance Health's recent CHNA:Megan Albertson, Allegiance HealthKellie Baker, LifeWaysMarilyn Bell, Michigan Purchasers Health AllianceSara Benedetto, Center for Family Health Adam Brown, Jackson County AdministrationCindy Bruner, Meridian Health PlanShelly Bullinger, Jackson County Health DepartmentKathleen Clark, YMCA Storer CampsMark Fall, CareLinkAndrew Farmer, AARP of MichiganKevin Ford, MSUTed Hilleary, Community MemberJennifer Johnson, Great Lakes IndustryDavid King, LifeWaysRay King, Allegiance HealthDavid Kirk, Allegiance HealthIrene LeCrone, United WayKatie Luke, Partnership Park Neighborhood Assoc.Katherine Martin, Community Action AgencyRebecca Mayer, AWAREPamela McCrum, Catholic Charities of Jackson Dani Meier, Jackson Public SchoolsMonica Moser, Jackson Community Foundation Wendy Murdock, United Way of Jackson CountyErin Norton, United WayAmy Pelletier, Marriage MattersRhonda Rudolph, Jackson County Health DepartmentScott Schmidt, United Way of Jackson County Amy Schultz, Allegiance HealthSteve Sukta, Intermediate School DistrictScott TenBrink, Fitness Council of Jackson Shaina Tinsey, Allegiance HealthJulie Weisbrod, Jackson County Health DepartmentTed Westmeier, Jackson County Health Department
W.A. Foote Memorial Hospital	Part V, Section B, Line 4: CareLink of Jackson, a Community Owned Specialty Hospital
W.A. Foote Memorial Hospital	Part V, Section B, Line 5d: The CHNA is posted on several websites, presented at public forums, and hard copies of the assessment are available upon request.
W.A. Foote Memorial Hospital	Part V, Section B, Line 7: Allegiance Health and their community partners have a comprehensive implementation strategy to meet needs identified in the Community Health Needs Assessment (CHNA). The CHNA implementation strategy is rolled out in stages. A need not yet addressed is developing tools and resources accessible to local employers, schools, and restaurants for on-site health promotion. The organization did not have the resources to work on all community needs addressed in the first year the implementation strategy was adopted. Steps were taken in the 2nd year to address this need. These steps include advertising free wellness challenges to the community and working with local school districts to offer healthy concession stand options.
W.A. Foote Memorial Hospital	Part V, Section B, Line 14g: Invoice provides patient with a number to call if they believe they may qualify for financial assistance. Patients calling the number are guided through the financial assistance application process by hospital representatives.

Field	Value	IRS element (for citing)
Facility	35	FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (35 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	FacilityFacilityTxt
Allegiance Hematology Oncology
1100 E Michigan Avenue	Jackson	MI	49201	Cancer Treatment
Allegiance Vascular Health
300 W Washington Avenue	Jackson	MI	49201	Vascular Health
Allegiance Orthopaedics
1201 E Michgan Avenue	Jackson	MI	49201	Orthopaedics
Allegiance Gastroenterology
1100 E Michigan Avenue Ste 310	Jackson	MI	49201	Gastroenterology
Allegiance General Surgery
300 W Washington Avenue	Jackson	MI	49201	Surgery Center
Allegiance Hospitalist Service
205 N East Avenue	Jackson	MI	49201	Hospitalists Group
Allegiance Family Medicine - Townsend
400 Hinckley Blvd	Jackson	MI	49203	Family Medicine
Allegiance Cardio Surgery
1125 E Michigan Avenue	Jackson	MI	49201	Surgery Center
Allegiance Family Medicine - Leslie
130 N Sherman	Leslie	MI	49251	Family Medicine
Allegiance Intensivist Services
205 N East Avenue	Jackson	MI	49201	Internal Medicine
Allegiance Behavioral Health
205 N East Avenue	Jackson	MI	49201	Behavioral Health
Allegiance Rheumatology
1201 E Michgan Avenue Ste 100	Jackson	MI	49201	Rheumatology
Allegiance Family Medicine - Summit Wood
2585 Spring Arbor Road	Jackson	MI	49203	Family Medicine
Allegiance Family Medicine - Spring Arbo
7845 Spring Arbor Road	Spring Arbor	MI	49283	Family Medicine
Allegiance EKG
205 N East Avenue	Jackson	MI	49201	Pulmonary Medicine
Allegiance Family Medicine - Mason
810 Hogsback Road	Mason	MI	48854	Family Medicine
Allegiance Hearing Center
1111 Teneyck	Jackson	MI	49201	Hearing Loss Treatment
Allegiance Family Medicine - Albion
27931 C Drive North	Albion	MI	49224	Family Medicine
Allegiance Neuropsychiatry
205 N East Avenue	Jackson	MI	49201	Neuropsychiatry
Allegiance Internal Medicine
900 E Michigan Avenue	Jackson	MI	49201	Internal Medicine
Allegiance Family Medicine - Grass Lake
12369 E Michigan Avenue	Grass Lake	MI	49240	Family Medicine
Allegiance Family Medicine - Cascade Rd
3333 Spring Arbor Road Ste 100	Jackson	MI	49203	Family Medicine
Allegiance Family Medicine - MI CTR
4304 Page Avenue	Michigan Center	MI	49254	Family Medicine
Allegiance Senior Health Center
205 N East Avenue	Jackson	MI	49201	Geriatric Services
Allegiance Palliative Care
205 N East Avenue	Jackson	MI	49201	Palliative Care
Allegiance Neurology
1201 E Michgan Avenue	Jackson	MI	49201	Neurology
Allegiance Diabetes Center
817 W High Street	Jackson	MI	49203	Diabetes
Allegiance EEG
205 N East Avenue	Jackson	MI	49201	Brain Diagnostics
Allegiance Occupational Health Urgent Ca
One Jackson Square	Jackson	MI	49201	Urgent Care
Allegiance Family Medicine - North Stree
1401 W North Street	Jackson	MI	49202	Family Medicine
Allegiance Family Medicine - East Michig
3235 E Michigan Avenue	Jackson	MI	49202	Family Medicine
Allegiance Family Medicine - Onsted
8958 West M-50	Onsted	MI	49265	Family Medicine
Allegiance Family Medicine - Springport
2282 Springport Road Ste B	Jackson	MI	49202	Family Medicine
Michigan Heart
309 Page Avenue	Jackson	MI	49201	Cardiovascular Care
Allegiance Digestive Health
4400 Ann Arbor Road	Jackson	MI	49202	Digestive Health

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Part I, Line 6a:	The Hospital prepares an annual community benefit report, which can be accessed at allegiancehealth.org/givingback.
Part I, Line 7:	The Hospital used a cost-to-charge ratio to calculate the cost of charity care and Medicaid shortfall. Community Health Improvement Services and Cash and In-Kind Contributions are actual amounts.
Part I, Ln 7 Col(f):	Our total expense from Form 990, Part IX, line 25, column (A) was $457,785,635. This expense is used as the denominator for purposes of calculating Part I, Line 7, column(f). The denominator does not include bad debt expense. Bad debt expense is subtracted from net patient services revenue.
Part II, Community Building Activities:	The Hospital is involved in numerous community building activities. We believe these activities, such as supporting affordable housing, working in partnership with the local community college to develop skilled nurses and supporting economic development programs directly improve the general health and wellness of the community. Also, staff at every level of the organization are encouraged to serve community groups that promote education, health and economic advocacy for the less fortunate.
Part III, Line 2:	Our total expense from Form 990, Part IX, line 25, column (A) was $457,785,636. This expense is used as the denominator for purposes of calculating Part I, Line 7, column(f). The denominator does not include bad debt expense. Bad debt expense is subtracted from net patient services revenue.
Part III, Line 4:	Accounts receivable are reduced by an allowance for uncollectible accounts. In evaluating the collectability of accounts receivable, the Hospital analyzes its historical experience and identifies trends for each of its major payor sources to estimate the appropriate allowance for uncollectible accounts and the provision for bad debts. Management regularly reviews data about these major payor sources in evaluating the sufficiency of the allowance for uncollectible accounts. For receivables associated with services provided to patients who have third-party health care coverage, the Hospital analyzes contractually due amounts and provides an allowance for uncollectible accounts and provision for bad debts. For receivables associated with self-pay accounts (which includes both patients without insurance and patients with deductible and copayment balances due for which third-party coverage exists for part of the bill), the Hospital records a significant provision for bad debts in the period of service on the basis of its past experience, which indicates that many patients are unable or unwilling to pay the portion of their bill for which they are financially responsible. The difference between the standard rates and the amounts actually collected after all reasonable collection efforts have been exhausted is charged off against the allowance for uncollectible accounts. The provision for bad debts has been reported as a deduction from net patient service revenue.The amount of bad debt reported in the fiscal year 2014 audited financial statements was $40,927,175.
Part III, Line 8:	The Organization believes the entire Medicare shortfall reported on Line 7 should be treated as Community Benefit. Allegiance Health is nationally recognized by Healthgrades as being in the top five percent nationally for clinical excellence and patient safety. Allegiance Health also benchmarks favorably on overall cost per case and is deemed to be an efficient provider. The Organization is subsidizing a government program and sustaining significant losses in providing health care to Medicare receipients. By continuing to treat patients eligible for Medicare, hospitals alleviate the federal government's burden for directly providing medical services.
Part III, Line 9b:	The Hospital does not collect from patients known to qualify for charity care or other financial assistance. Patients having difficulty paying their bills are directed to financial counselors. These counselors review the patient's information in order to see if they qualify for assistance. In addition, bills sent to patients include a number to call for help in providing the required financial information to qualify for charity care.
Part VI, Line 2:	Allegiance Health conducts a telephone survey every three years in order to gather information on the health status of Jackson County. Through a statistically valid survey, we collect responses from over 1,000 Jackson County residents age 18 and older to a 180 question survey about their health status, insurance coverage, personal health habits and health care experiences. The specific steps involve collecting and analyzing health information for our County (including subpopulations within our County); measuring our health status against other communities, the state and the nation; prioritizing health issues within the community; creating a system for sharing this data with community organizations and residents; initiating strategic planning to address these issues through collaborative activities; and monitoring impact of health initiatives on community health outcomes.
Part VI, Line 3:	Uninsured inpatients and observation patients are referred to a financial counselor (contracted agent/partner) for assistance with Medicaid, SSI, and Allegiance Health program applications. Many outpatients needing or having received hospital services are also referred to the agent/partner for assistance. ER patients are provided with a packet of information at discharge from the department. This packet includes information about how assistance may be obtained through the local Medicaid office and about how to apply for our income structured payment plan and uncompensated care programs. When patients are billed for balances they owe, we solicit them to call the Business Office with any questions or for assistance. Additionally, a series of letters are sent to patients to apprise them of payment and assistance options. Allegiance has a printed brochure that is available through Registration that includes information regarding Medicaid application assistance and our internal programs. The Allegiance Health website includes a series of web pages related to transparency, quality, pricing, and our financial policies, procedures, and programs. Uninsured patients needing mental health services are screened for eligibility through our partnership with the Jackson Community Mental Health Agency, which funds care for indigent, dual diagnosis, and Medicaid patients. Patients seeking substance abuse care are linked with the Mid-South Substance Abuse Commission. Registration and Business Office team members receive direct training on our programs and scripting for ensuring information is provided to the patients and families with whom our staff interact. Education is provided to organizational leaders to ensure that team members outside of Finance are aware of our programs and where to direct patients and families who may need or who are seeking assistance.
Part VI, Line 4:	Allegiance Health's population is determined geographically by the boundaries of Jackson County. The hospital is a tax exempt Health System that serves the collective health needs of the more than 160,000 residents of Jackson County. The gender distribution of Jackson County residents is 49% female and 51% male. The age distribution of Jackson County is 26% of residents 19 years and under, 18% between 20 and 34 years, 29% between 35 and 54 years, 13% between 55 and 64 years, and 14% of residents are 65 years and older. Racial distribution of Jackson County residents according to the 2011 Census Data is 88.0% as white, 7.9% as African American, 0.7% as Asian, 0.4% as American Indian or Alaska Native, and 3.0% as some other race or two or more races. Of males aged 15 years and over, 33.0% have never married, 50.4% are married, 1.5% are separated, 2.9% are widowed, and 12.3% are divorced. Of females aged 15 and over, 25.0% have never married, 50.4% are married, 1.7% are separated, 9.8% are widowed, and 13.2% are divorced. According to the Bureau of Labor Statistics (2013), Jackson County also experiences a high unemployment rate of 8.8%. With 69,400 individuals in the civilian labor force, 6,100 residents are currently unemployed. Of those employed, major industries represented include educational services, health care, and social assistance (23.9%); manufacturing (18.7%); retail trade (12.1%); professional, scientific, management, administrative, and waste management services (7.7%); and arts, entertainment, recreation, accommodation, and food services (7.5%). Approximately 39% of Allegiance Hospital patients were covered by Medicare, while 17% were on Medicaid and 14% were uninsured. During the 2014 fiscal year, Allegiance Health had 9,158 Medicare discharges and 4,243 Medicaid discharges from inpatient services. Physician practice visits totaled 224,089 during FY 2014, with 123,861 primary care visits and 100,228 visits to specialists. Allegiance Health also provides financial and leadership support of primary care services for the underserved, regardless of their ability to pay, through the Center for Family Health (CFH), a federally qualified health center. In fiscal 2014, CFH saw 27,290 patients, which 64% were on Medicaid, 7% were on Medicare and 12% were uninsured.
Part VI, Line 5:	Allegiance Health was honored to have received national recognition in recent years, including the American Hospital Associations 2010 Foster G. McGaw Prize for excellence in community service, which is presented to only one hospital in the United States each year. This award is the ultimate recognition of Allegiance Health's commitment to community health improvement and partnership.In 2014, Allegiance Health earned two prestigious awards for patient safety. For the third year in a row, Allegiance earned a top rating of A on the Hospital Safety ScoreSM from the Leapfrog Group, an independent national nonprofit organization that monitors hospital safety and quality.Allegiance Health also received the 2014 Patient Safety Excellence Award from Healthgrades, a leading online resource for comprehensive information about physicians and hospitals. Out of the 131 Michigan hospitals evaluated, Allegiance Health was the only hospital to receive this award for six years in a row.2014 was a year of progress for the Allegiance Health Patient Portal, a website that allows patients to have personalized and secure 24-hour access to portions of their medical records. This service allows patients to be more engaged partners in their health care and promotes patient-provider communication.The Health Improvement Organization (HIO) was created by Allegiance Health in 2001 to promote a culture of continuous health improvement in our community and integrate wellness and prevention throughout our services. The Allegiance Health Department of Prevention and Community Health provides staff and infrastructure to facilitate the coordination of local health improvement activities. The HIO Coordinating Council (HIO CC) is a multi-disciplinary stakeholders group led by Allegiance Health with representation from local government, public health, health care, health and human service agencies and nonprofits, school districts, health plans, mental health, employers and the faith community. The HIO CC coordinates efforts across community leaders in health to create unprecedented alignment of goals and resources, as well as a strong community platform for advocacy. The work of the HIO CC has culminated in the completion of a Community Action Plan including Goals, Objectives and Strategies to address physical activity, nutrition, tobacco, and depression in Jackson County based on assessment and data-driven processes, as well as input from over 30 representatives from local health and human service agencies, and over 100 community stakeholders. The overarching tactics that the Community Action Plan relies upon include evidence-based activities to: Enhance media attention and public recognition of healthy lifestyle practices.Improve access to healthy foods and safe, attractive, affordable places for activity through supportive policies and physical environment changes. Provide social support and services that promote consistent screening, referral and supportive relationships for physical activity, nutrition, mental health and smoking behavior change.See Form 990, Schedule O, Program Service Accomplishments for more detail.
Part VI, Line 6:	The Hospital's sole corporate member is Allegiance Health Services, a 501(c)(3) organization. Other affiliates include a Foundation, a Hospice, a Long Term Acute Care Hospital (LTACH), a Volunteer Organization and a Home Health Care company, all 501(c)(3) organizations. Additionally, the Hospital recently formed a clinically integrated network.The Hospital, Hospice, LTACH and Home Health Care organization work together to provide necessary medical services to the Jackson Community. The Foundation and the Volunteer Organization work closely with Allegiance Health Services and the Hospital in raising funds for projects and services that would benefit the overall well-being of the community. The most recent campaign is raising funds for a Graduate Medical Education program. Previous campaigns successfully raised funds to expand and improve our cancer care service line and provided free medical care to indigent patients. The clinically intergrated network works to improve patient clinical outcomes thru coordinated care and lowering overall health care costs.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (4 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Valuation Method UsedValuationMethodUsedDesc	Purpose Of GrantPurposeOfGrantTxt
Center for Family Health
2298 Springport Road	Jackson	MI	49202	383251354	501(c)(3)	$500,000	$0	N/A	The Center for Family Health grant provides operational support for medically underserved populations.
Healthlink
205 N East Avenue	Jackson	MI	49201	382756425	501(c)(3)	$30,000	$0	N/A	The Helping Hands Home Care grant supports respite care for families without the financial means to pay for needed assistance.
United Way of Jackson County
536 North Jackson Street	Jackson	MI	49201	381368341	501(c)(3)	$7,000	$0	N/A	The Great Start grant supported collaborative network training for community partners on systems change.
Enterprise Group of Jackson INC
One Jackson Square	Jackson	MI	49201	383326101	501(c)(6)	$25,000	$0	N/A	Contribution to support the health and economic growth of Jackson County.

Field	Value	IRS element (for citing)
Total501c3 Org	3	Total501c3OrgCnt
Total Other Org	1	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

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

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (1)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (1)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Georgia Fojtasek
President & CEO	$624,547	$0	$0	$0	$80,196	$0	$48,893	$0	$20,206	$0	$773,842	$0	$24,480	$0
John Mogerman
Chief of Staff	$70,550	$0	$277,766	$0	$2,941	$0	$24,413	$0	$24,269	$0	$399,939	$0	$0	$0
Mohan Kulkarni
Trustee	$152,735	$0	$0	$0	$0	$0	$0	$0	$0	$0	$152,735	$0	$0	$0
Karen Chaprnka
SVP & COO	$352,567	$0	$0	$0	$64,408	$0	$42,966	$0	$12,373	$0	$472,314	$0	$42,006	$0
Jeanne' Wickens
SVP & CFO	$386,908	$0	$0	$0	$53,669	$0	$42,086	$0	$25,374	$0	$508,037	$0	$34,459	$0
Richard Warren
VP & CIO	$226,925	$0	$0	$0	$136,142	$0	$40,299	$0	$21,191	$0	$424,557	$0	$106,859	$0
Kenneth Empey
General Counsel	$234,610	$0	$0	$0	$21,643	$0	$34,570	$0	$26,797	$0	$317,620	$0	$18,226	$0
Anthony Gardner
VP Marketing	$171,655	$0	$0	$0	$10,963	$0	$21,182	$0	$9,050	$0	$212,850	$0	$9,668	$0
Beth Smith
VP Organizational Excellence	$184,713	$0	$0	$0	$18,447	$0	$19,626	$0	$10,760	$0	$233,546	$0	$8,889	$0
Gerald Grannan
VP Physician Integrationg & Planning	$193,186	$0	$0	$0	$1,468	$0	$28,742	$0	$3,342	$0	$226,738	$0	$0	$0
Ray King
Chief Medical Officer	$347,030	$0	$0	$0	$47,765	$0	$37,548	$0	$26,536	$0	$458,879	$0	$27,169	$0
Kevin Leonard
VP Finance	$127,464	$0	$21,000	$0	$6,891	$0	$4,625	$0	$5,504	$0	$165,484	$0	$0	$0
Vishal Gupta
Physician	$34,655	$0	$925,731	$0	$18,640	$0	$61,172	$0	$27,964	$0	$1,068,162	$0	$0	$0
Ryan Beekman
Physician	$81,965	$0	$781,925	$0	$18,220	$0	$66,286	$0	$5,398	$0	$953,794	$0	$0	$0
Shawn Obi
Physician	$35,010	$0	$407,672	$0	$205,925	$0	$1,913	$0	$7,178	$0	$657,698	$0	$0	$0
Brian Daly
Physician	$94,521	$0	$521,885	$0	$26,651	$0	$49,540	$0	$22,410	$0	$715,007	$0	$0	$0
Christopher Pfeifer
Physician	$43,450	$0	$347,973	$0	$231,861	$0	$1,913	$0	$22,287	$0	$647,484	$0	$0	$0
Cheryl Lamborn
VP Human Resources thru 11/12/12	$0	$0	$9,918	$0	$164,545	$0	$0	$0	$0	$0	$174,463	$0	$17,801	$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Part I, Line 1a	Georgia Fojtasek flew on a charter plane with a delegation of Michigan hospital delegates to a Regional Policy Board meeting. The hospital paid Georgia's proportionate charter flight cost. Allegiance Health provides a country club membership to two executives. The executives are Georgia Fojtasek and Karen Chaprnka. Executives reimburse the hospital for any personal use of the club. These benefits did not result in taxable compensation during FY 14.
Part I, Line 3	The CEO is accountable for ensuring that Allegiance Health's mission is efficiently carried out with the highest levels of quality, safety and service, while at the same time ensuring that the organization is financially healthy. Executive compensation is reviewed annually by the Executive Compensation Committee of the Board of Trustees. This committee works with an independent compensation consultant to ensure that Allegiance Health compensation practices are consistent with industry standards and that compensation levels are fair compared to similar healthcare organizations nationally. The compensation consultant benchmarks Allegiance Health's positions against data from multiple published surveys of health care executive compensation in the national health care labor market. Based upon the consultants recommendations, the Executive Compensation Committee makes a recommendation to the Board of Trustees for approval of the executive compensation program. Only independent Trustees vote on this recommendation.
Part I, Lines 4a-b	The following former executives received severance payments in calendar year 2013. Cheryl Lamborn $146,744 Allegiance Health's officers and highest compensated employees participated in a non-qualified deferred compensation plan. The plan which began in 2005 partially vested for some executives in 2013. Payout of vested amounts resulted in an increase of salary for several executives. The calendar year 2013 contribution and payout amounts are as follows: 457(f) Contributions reported in Schedule J, Part II, column (C): Georgia Fojtasek $24,480, Karen Chaprnka $21,054, Jeanne Wickens $22,673, Ray King $20,635, Richard Warren $6,204, Kenneth Empey $13,496, Anthony Gardner $9,944, Gerald Grannan $9,921, Beth Smith $4,049, Kevin Leonard $4,625, George Hunter $5,743, Andrea Bates $5,014, Ryan Beekman $64,374, Vishal Gupta $59,260, Brian Daly $47,628, 457(f) Payouts reported in Schedule J, Part II, column B(iii): Georgia Fojtasek $48,984, Karen Chaprnka $42,006, Ray King $27,169 Jeanne Wickens $34,459, Richard Warren $113,138, Cheryl Lamborn $17,801, Anthony Gardner $9,668 Kenneth Empey $18,226, Beth Smith $14,436, Shawn Obi $205,226, Christopher Pfeifer $213,443
Part I, Line 7	Column B(ii) of Part II, Schedule J includes non-fixed payments to certain physicians based on their productivity and other performance metrics.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
County of Jackson Hospital Finance Authority
A	386004845	467148EH1	2011-04-21	$65,375,000	See Part VI - Supplemental Information	0	0	0
County of Jackson Hospital Finance Authority
B	386004845	467148DC3	2010-11-02	$140,238,036	See Part VI - Supplemental Information	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCd	Total ProceedsTotalProceedsAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Other Spent ProceedsOtherSpentProceedsAmt	Substantial CompletionSubstantialCompletionYr	Current RefundingCurrentRefundingInd	Advance RefundingAdvanceRefundingInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	RetiredRetiredAmt	In Reserve FundInReserveFundAmt	UnspentUnspentAmt
A	$65,375,000	$540,128	$18,425	$64,816,447	2011	Yes (1)	0	Yes (1)	Yes (1)
B	$144,799,531	$840,059	$495,263	$137,792,714	2010	Yes (1)	0	Yes (1)	Yes (1)	$76,436,447	$4,811,795	$859,700

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	0	0	Yes (1)	Yes (1)	Yes (1)	Yes (1)	0.00000	0.00000	0.00000	0	0	Yes (1)
B	0	0	Yes (1)	Yes (1)	Yes (1)	Yes (1)	0.00000	0.00000	0.00000	0	0	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Business Name Line2HedgeProviderName/BusinessNameLine2	Term Of HedgeTermOfHedgePct	Superintegrated HedgeSuperintegratedHedgeInd	Hedge TerminatedHedgeTerminatedInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
Royal Bank of
A	0	Yes (1)	0	0	Yes (1)	Yes (1)	Canada	25.000000000000	0	0	0	Yes (1)
(no name)
B	0	Yes (1)	0	0	0	0					0	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Part I, Line A, Column (f)	Primarily to add marketability to underlying variable rates and refund Bonds. The Bonds refunded are as follows: $36,500,000 County of Jackson Hospital Finance Authority Variable Rate Hospital Revenue Refunding Bonds (Allegiance Health, Jackson, Michigan), Series 2011A were issued to refund the Series 2006A bonds. $28,875,000 County of Jackson Hospital Finance Authority Hospital Revenue Refunding Bonds (Allegiance Health, Jackson, Michigan), Series 2011B were issued to refund the Series 2010 bonds.
Part I, Line B, column (f)	Primarily to obtain traditional fixed interest on bond debt at a time of low prevailing rates and to reissue and refund bonds. The bonds reissued and refunded are as follows: $29,925,000 County of Jackson Hospital Finance Authority Hospital Variable Rate Demand Revenue Refunding Bonds (W.A. Foote Memorial Hospital, Jackson, Michigan), Series 2006B-1, reissued for tax purposes on 11/02/2010 $8,940,000 County of Jackson Hospital Finance Authority Hospital Revenue Refunding Bonds (W.A. Foote Memorial Hospital, Jackson, Michigan) Series 2006B-2, reissued for tax purposes on 11/02/2010 $47,400,000 County of Jackson Hospital Finance Authority Hospital Revenue Refunding Bonds (W.A. Foote Memorial Hospital, Jackson, Michigan) Series 2006C, reissued for tax purposes on 11/02/2010 $51,655,000 County of Jackson Hospital Finance Authority Hospital Revenue Refunding Bonds (Allegiance Health, Jackson, Michigan), Series 2010A were issued to refund the Series 2007A and Series 1997A bonds.
Part II, Line 3, Column B	The difference of $4,679,592 between Part I, column (e) and Part II, Line 3 is due to net investment losses and investment income.
Part IV, Line 6	No gross proceeds were invested beyond an available temporary period. The box is shown blank due to a software glitch that only allows the answer to be checked yes.
Part V	The organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program. These written procedures were established in fiscal year 2014.

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (3 entries)

Relationship With OrgRelationshipWithOrgTxt	Loan PurposeLoanPurposeTxt	Loan From OrganizationLoanFromOrganizationInd	Original PrincipalOriginalPrincipalAmt	Balance DueBalanceDueAmt	DefaultDefaultInd	Board Or Committee ApprovalBoardOrCommitteeApprovalInd	Written AgreementWrittenAgreementInd
Patrick Nally
Son of John Nally, Secretary/Treas of Allegiance Health	Employee Recruitment Loan	Yes (X)	$115,000	$115,000	0	Yes (1)	Yes (1)
Mohan Kulkarni
Trustee and Employee	Physician Recruitment Loan	Yes (X)	$79,772	$75,661	0	Yes (1)	Yes (1)
Harish Rawal
Former Trustee (Thru 04/01/13)	Physician Recruitment Loan	Yes (X)	$119,235	$90,009	0	Yes (1)	Yes (1)

Field	Value	IRS element (for citing)
Total Balance Due	$280,670	TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (5 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
Amy Schultz
Daughter of Larry Schultz, Chairman of Allegiance Health	$190,103	Employee Wages	0
Patrick Nally
Son of John Nally, Secretary/Treasurer of Allegiance Health	$117,740	Employee Wages	0
Pulmonary Clinics of Southern Michigan
Gregg Patten, Director of Allegiance Health, is an officer of PCSM	$2,707,608	Reported amount is payments Allegiance Health made to Pulmonary Clinics of Southern Michigan (PCSM) for medical services.	0
Clark & King Investments LLC
Ray King, an Allegiance Health officer, is a partner in Clark & King	$412,029	Reported amount is for lease payments made by Allegiance Health to Clark & King Investments LLC (Clark & King) for a medical office building.	0
Ambs Call Center
Aaron Boatin, an Allegiance Health Trustee, is an Ambs Call Center Officer.	$125,500	Reported amount is payments Allegiance Health made to Ambs Call Center for call center services.	0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part VI, Section A, line 6	The Corporation is organized on a membership basis. The sole corporate member of the Corporation is Allegiance Health Services.
Form 990, Part VI, Section A, line 7a	The sole Member of the organization may elect and remove, with or without cause, the Corporation's Trustees.
Form 990, Part VI, Section A, line 7b	The following powers are reserved for the sole corporate Member of the hospital. Approve any change in the Articles of Incorporation, purposes or philosophy of the Corporation; Approve changes in those provisions of the Corporation's Bylaws which affect the size, composition, and method of selection of the Board of Trustees, or which affect this Article; Approve plans of merger, consolidation or dissolution of the Corporation; Elect and remove, with or without cause, the Corporation's Trustees, upon a simple majority vote of the Directors then serving on the Board of the Member present at a meeting at which a quorum is present; Approve guarantees by the Corporation of the debt of others in excess of maximum limits established by the Member, upon a simple majority vote of the Directors then serving on the Board of the Member present at a meeting at which a quorum is present; Authorize the sale, lease, mortgage or other disposition of all or substantially all of the assets owned, held or leased by or to the Corporation, approve any decision by the Corporation which would have the net effect of diminution of governance control of the Member, and any decision by the Corporation which would have the net effect of diminution in the Corporation's governance control over it's own subsidiary; Ratify or reject operating and capital budgets developed by the Board and any non-budgetary expenditures or creations of debt in excess of an amount designated by the Member from time to time, upon a simple majority vote of the Directors then serving on the Board of the Member present at a meeting at which a quorum is present; and Authorize the formation or acquisition of new subsidiaries of the Corporation or the sale or other disposition of existing subsidiaries.
Form 990, Part VI, Section B, line 11	Form 990 is reviewed by the Organization's Director and VP of Finance, Chief Executive Officer, Chief Financial Officer, General Counsel, Compliance Officer and its public accounting firm. Final copies of the return are distributed to the Hospital's Board of Trustees before the return is e-filed.
Form 990, Part VI, Section B, line 12c	The Board Compliance Committee has ultimate responsibility over the enforcement of the Hospital's Conflict of Interest Policy. When a potential conflict of interest is identified, the Compliance Committee is responsible for review of the conflict of interest for compliance with the policy. Also, General Counsel routinely reviews upcoming Board and Committee meeting agendas to assess potential conflict situations. All employees are responsible to complete a conflict of interest statment. Trustees, directors, and key employees are required to fill out an annual conflict of interest questionnaire. Board Trustees identified as having a conflict of interest are permitted to discuss the potential transaction. They are not allowed to deliberate in the decision or vote on the matter.
Form 990, Part VI, Section B, line 15	The Organization performs an annual review and assessment of the compensation of the Chief Executive Officer and each of the executives listed in Part VII of the Form 990. This review includes an independent compensation committee and the engagement of an independent compensation consultant. This process is usually undertaken during the Fall. The Compensation Committee, an independent committee of the Board of Trustees, is responsible for the executive compensation program. This committee performs an annual review of the competitiveness, reasonablenes and effectiveness of all executive cash compensation and benefit programs. The committee also leads the Board in evaluating the performance of the Chief Executive Officer and recommends all aspects of the Chief Executive Officer's compensation. The committee reviews the Chief Executive Officer's recommendations regarding the compensation of all other members of executive leadership. The Compensation Committee engages an independent compensation consulting firm to conduct a comprehensive market analysis of total compensation for executive leadership. This firm uses data representing compensation levels and practices from national not-for-profit healthcare markets as Allegiance Health typically competes in the the national healthcare marketplace for executive talent. National data also provides more comparable information for size and operational characteristics so that comparisons are made to organizations with similiar scope and complexity.
Form 990, Part VI, Section C, line 19	Forms 1023, 990 and 990-T are available upon request. Form 990 and the Organization's conflict of interest policy are posted on the Organization's website.
Form 990, Part VII, Section A, Line 1a	Allegiance Health Trustees are not paid to serve on the Board. Compensation listed for Dr. David Halsey, Dr. Gregg Patten, Dr. Allan Tompkins, Dr. Mohan Kulkarni, and Dr. John Mogerman in Part VII of the Form 990 is pay for on call medical service, medical director fees, employment compensation, and/or committee participation.
Form 990, Part IX, line 11g	Professional Other: Program service expenses 33,154,371. Management and general expenses 7,818,395. Fundraising expenses 0. Total expenses 40,972,766. Non Employed Physician Services: Program service expenses 0. Management and general expenses 8,838,288. Fundraising expenses 0. Total expenses 8,838,288.
Form 990, Part XI, line 9:	Transfer to Parent -511,293. Change in Accounting for Pensions SFAS 158 7,606,270. Change in fair value of interest rate swap 8,436,035.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Business Name Line1DirectControllingEntityName/BusinessNameLine1	EINEIN
Physicians Choice Network LLC
205 N East Avenue	Jackson	MI	49201	Provider Network	MI	$659	$0	WA Foote Memorial Hospital
Jackson Health Network L3C
205 N East Avenue	Jackson	MI	49201	Clinically Integrated Network	MI	-$1,648,582	$707,643	WA Foote Memorial Hospital	453253643

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Direct Controlling NADirectControllingNACd	Controlled OrganizationControlledOrganizationInd	Business Name Line1DirectControllingEntityName/BusinessNameLine1
Allegiance Health Services
205 N East Avenue	Jackson	MI	49201	382756428	Exempt Health System	MI	501(c)(3)	Line 11b, II	N/A	0
Allegiance Health Foundation
205 N East Avenue	Jackson	MI	49201	383607833	Supports Allegiance Health	MI	501(c)(3)	Line 11b, II		Yes (1)	Allegiance Health Services
Hospice of Jackson dba Allegiance Hospice
205 N East Avenue	Jackson	MI	49201	382336367	Hospice Care	MI	501(c)(3)	Line 7		Yes (1)	Heathlink
The Hospice of Jackson Endowment Fund
One Jackson Square	Jackson	MI	49201	383422146	Raise Funds for Allegiance Hospice	MI	501(c)(3)	Line 11c, III-FI		Yes (1)	Allegiance Hospice
Healthlink
205 N East Avenue	Jackson	MI	49201	382756425	Home Health Care	MI	501(c)(3)	Line 11a, I		Yes (1)	Allegiance Health Services
Allegiance Health Volunteers
205 N East Avenue	Jackson	MI	49201	386082835	Exempt Association	MI	501(c)(3)	Line 11d, III-O		Yes (1)	Allegiance Health Services
CareLink of Jackson
110 North Elm Avenue	Jackson	MI	49202	381218485	Long Term Acute Care Hospital	MI	501(c)(3)	Line 3		Yes (1)	Allegiance Health Services

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Predominant Income TypePredominantIncomeTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Disproportionate AllocationsDisproportionateAllocationsInd	General Or Managing PartnerGeneralOrManagingPartnerInd	OwnershipOwnershipPct	Share Of EOY AssetsShareOfEOYAssetsAmt
Jackson Community Medical Records
205 N East Avenue	Jackson	MI	49201	371502443	Electronic Medical Records	MI	WA Foote Memorial Hospital	Related	$410,118	0	0	0.51000
Foote Health Center Associates
1100 E Michigan Avenue	Jackson	MI	49201	383017711	Lessor of Medical Condominiums	MI	WA Foote Memorial Hospital	Related	$121,871	0	0	0.54430	$1,011,093

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Entity TypeEntityTypeTxt	OwnershipOwnershipPct	Controlled OrganizationControlledOrganizationInd	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt
Viking Health System Inc
205 N East Avenue	Jackson	MI	49201	382756161	Idle Healthcare Administration Corporation	MI	WA Foote Memorial Hospital	C	1.00000	Yes (1)
Cascades Insurance Company LTD
205 N East Avenue	Jackson	MI	49201	981132982	Hospital Malpractice Insurance Captive		WA Foote Memorial Hospital	C	1.00000	Yes (1)	CJ	$1,715,476	$18,151,349
Cascades Professional Staffing Corporation
205 N East Avenue	Jackson	MI	49201	383370242	Idle Staffing Corporation	MI	WA Foote Memorial Hospital	C	1.00000	Yes (1)

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	Yes (1)	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (1)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (1)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	Yes (1)	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	Yes (1)	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	Yes (1)	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (1)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (1)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (1)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (1)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (1)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (1)	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (18 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
Foote Health Center Associates
A	$30,000	FMV
Allegiance Health Services
R	$511,293	FMV
Hospice of Jackson dba Allegiance Hospice
J	$419,037	COST
Hospice of Jackson dba Allegiance Hospice
L	$1,243,977	COST
Hospice of Jackson dba Allegiance Hospice
Q	$984,297	FMV
Cascades Insurance Company LTD
P	$1,902,276	FMV
Cascades Insurance Company LTD
L	$1,941,023	FMV
Jackson Community Medical Records
A	$8,056	FMV
Jackson Community Medical Records
A	$58,687	FMV
Jackson Community Medical Records
L	$1,987,856	FMV
Jackson Community Medical Records
M	$1,948,823	FMV
Jackson Community Medical Records
D	$2,412,889	FMV
Allegiance Health Foundation
C	$948,932	FMV
Healthlink
K	$618,497	COST
Healthlink
D	$531,000	FMV
CareLink of Jackson
Q	$4,646,937	COST
CareLink of Jackson
M	$775,459	FMV
CareLink of Jackson
K	$218,228	COST