ROPER ST FRANCIS HEALTHCARE: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: ROPER ST FRANCIS HEALTHCARE (EIN 57-0831165)
Tax period: 2013-01-01 to 2013-12-31
Filed: 2014-11-12
IRS object ID: 201403169349300005
Schema version: 2013v3.0
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 I
Schedule J
Schedule K
Schedule K
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2014-11-12T06:55:42-06:00	ReturnTs
Tax Period End	2013-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	560747981	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	DIXON HUGHES GOODMAN LLP	BusinessNameLine1

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	500 Ridgefield Court	AddressLine1
City	Asheville	City
State	NC	State
ZIP Code	28806	ZIPCode

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

Filer Filer

Field	Value	IRS element (for citing)
EIN	570831165	EIN

Business Name BusinessName

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

Field	Value	IRS element (for citing)
Business Name Control	CARE	BusinessNameControlTxt
Phone	8437891704	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1483 Tobias Gadson Blvd No 101	AddressLine1
City	Charleston	City
State	SC	State
ZIP Code	29407	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Bret D Johnson	PersonNm
Person Title	SVP & CFO	PersonTitleTxt
Phone	8437891704	PhoneNum
Signature	2014-11-12	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Amy Bibby	PreparerPersonNm
PTIN	P00445891	PTIN
Phone	8282542254	PhoneNum

Field	Value	IRS element (for citing)
Tax	2013	TaxYr
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

Field	Value	IRS element (for citing)
Business Name Line1	Roper St Francis Healthcare	BusinessNameLine1

Field	Value	IRS element (for citing)
Principal Officer	David L Dunlap	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1483 Tobias Gadson Blvd No 101	AddressLine1
City	Charleston	City
State	SC	State
ZIP Code	29407	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	$95,653,774	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.rsfh.com	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1998	FormationYr
Legal Domicile State	SC	LegalDomicileStateCd
Activity Or Mission	Management and oversight of related nonprofit hospital and healthcare subsidiaries	ActivityOrMissionDesc
Voting Members Governing Body	13	VotingMembersGoverningBodyCnt
Voting Members Independent	7	VotingMembersIndependentCnt
Total Employee	854	TotalEmployeeCnt
Total Volunteers	84	TotalVolunteersCnt
Total Gross UBI	$534,750	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$11,667,228	PYContributionsGrantsAmt
CY Contributions Grants	$527,269	CYContributionsGrantsAmt
PY Program Service Revenue	$79,535,009	PYProgramServiceRevenueAmt
CY Program Service Revenue	$86,695,922	CYProgramServiceRevenueAmt
PY Investment Income	$5,398,640	PYInvestmentIncomeAmt
CY Investment Income	$5,012,926	CYInvestmentIncomeAmt
PY Other Revenue	$1,058,140	PYOtherRevenueAmt
CY Other Revenue	$1,572,060	CYOtherRevenueAmt
PY Total Revenue	$97,659,017	PYTotalRevenueAmt
CY Total Revenue	$93,808,177	CYTotalRevenueAmt
PY Grants And Similar Paid	$915,293	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$1,205,256	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$49,843,797	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$53,522,382	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$70,733,404	PYOtherExpensesAmt
CY Other Expenses	$76,237,268	CYOtherExpensesAmt
PY Total Expenses	$121,492,494	PYTotalExpensesAmt
CY Total Expenses	$130,964,906	CYTotalExpensesAmt
PY Revenues Less Expenses	-$23,833,477	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$37,156,729	CYRevenuesLessExpensesAmt
Total Assets BOY	$311,801,645	TotalAssetsBOYAmt
Total Assets EOY	$327,555,915	TotalAssetsEOYAmt
Total Liabilities BOY	$830,584,226	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$875,592,462	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	-$518,782,581	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	-$548,036,547	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	Healing all people with compassion, faith, and excellence.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$69,972,469	ExpenseAmt
Grant	$1,205,256	GrantAmt
Revenue	$86,695,922	RevenueAmt
Desc	In 2013, Roper St. Francis Healthcare contributed $50,138,605 in community benefit. This number represents millions of small moments combined to make an enormous impact on our community. This benefit comes in many forms, including $35,107,560 in charity care, $6,040,677 in unreimbursed Medicaid costs, $515,347 in sponsorships, and $8,475,021 in numerous community outreach programs. It is important to note that 6.6 percent of Roper St. Francis' Net Operating Revenue goes towards community benefit. As the only not-for-profit healthcare system in the Lowcountry, Roper St. Francis believes that everyone should have access to healthcare - it is believed that it's a moral responsibility. Medical professionals gave of their time to help serve hundreds of uninsured people get needed care via a partnership with the Barrier Island Free Medical Clinic on Johns Island. The system provided financial support along with free lab and imaging tests. On this journey, staff created moments of wellness and fellowship through a partnership with Crisis Ministries - a place where people of need can receive a meal, a bed and access to a health clinic. Roper St. Francis sponsors an on-site nurse and makes regular donations of medical equipment, lab tests and medication. Support for Crisis Ministries will continue with the creation of the new health clinic that will open in 2014. In August of 2013, hundreds of our teammates volunteered at a two-day medical clinic (SC Mission Days: Charleston) for those in the community in need of healthcare. Organized by the South Carolina Hospital Association and assisted by grants, Roper St. Francis worked closely with all local hospitals to plan and execute the two-day event. More than 1,000 people were seen and given primary medical care. Those who attended the event for health reasons were encouraged to find a primary medical home so they could receive ongoing and follow-up care - an extremely important initiative to help those who received treatment get and stay well. In 2013, the Ryan White Program and Wellness Center served 648 clients - 38 more than last year. Most of these clients are uninsured and poor. Of these, 85 were newly enrolled. The Program is making great strides to treat, counsel and support individuals in our community who are struggling with an HIV or AIDS diagnosis and working to create a positive change on the stigmas related to these diseases. To do this, the Ryan White Program and Wellness Center sponsors and helps organize events such as Dining Out for Life, which partners with local restaurants who are willing to donate a portion of their sales to the program and the annual Aids Walk. Roper St. Francis' sponsorship dollars and support also helped East Cooper Community Outreach, an organization that provides assistance such as food, clothing, household goods and financial assistance for low income residents east of the Cooper. Roper St. Francis is truly a community gem for healthcare and organizations all over the U.S. have recognized the system with several awards for quality and highly regarded patient experiences. In 2013, the system was named to the Truven Healthcare Analytics annual 15 Top Hospitals for Patient Care and Outcomes list. The individual hospitals that make up the Roper St. Francis organization have each been commended for specialties such as joint replacement and noted for being Best Places to Work in several local publications such as Charleston City Paper and Mount Pleasant Magazine. The mission to heal all people with compassion, faith and excellence is more than a foundation for the culture within the medical facilities - it is lived and acted out each day in physician offices and in the community. The staff and leadership are invested in making a difference and creating moments that change lives. In turn, our community, our neighbors have invested their trust in Roper St. Francis.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Desc	Please see the detailed explanation of Program Service accomplishments on Schedule O. Please visit our website for a detailed Community Benefit Report at:http://www.ropersaintfrancis.com/about_us/mission_and_community_activities/annualreport.aspx.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$69,972,469	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	0	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	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	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	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	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	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	0	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	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
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	796	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	854	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	0	ForeignFinancialAccountInd
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	13	GoverningBodyVotingMembersCnt
Independent Voting Member	7	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	Yes (1)	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	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	SC	StatesWhereCopyOfReturnIsFldCd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	The Finance Department	BusinessNameLine1

Field	Value	IRS element (for citing)
Phone	8437891704	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1483 Tobias Gadson Blvd 101	AddressLine1
City	Charleston	City
State	SC	State
ZIP Code	29407	ZIPCode

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

Form990 Part VII Section A Form990PartVIISectionAGrp (38 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
John M Jordan
Chair (See Sch O)	0.50	2.50	Yes (X)	Yes (X)	$0	$318,568	$29,358
Stanley Wilson MD
Vice Chair (As of July)(See Sch O)	0.50	49.50	Yes (X)	Yes (X)	$0	$599,386	$60,448
W Blount Ellison MD
Vice Chair (Thru June)(See Sch O)	0.50	2.50	Yes (X)	Yes (X)	$0	$167,679	$23,800
Sister Anne Lutz
Board Member	0.50	2.50	Yes (X)		$0	$0	$0
Richard Statuto
Board Member	0.50	2.50	Yes (X)		$0	$0	$0
Joseph G Piemont
Board Member	0.50	2.50	Yes (X)		$0	$0	$0
Perry Keith Waring
Board Member (Thru June)	0.50	2.50	Yes (X)		$0	$0	$0
Brantley D Thomas PhD
Board Member (Thru June)	0.50	2.50	Yes (X)		$0	$0	$0
Katherine Duffy PhD
Board Member	0.50	2.50	Yes (X)		$0	$0	$0
Roberta Pinckney
Board Member (As of July)	0.50	2.50	Yes (X)		$0	$0	$0
Shannon Honney MD
Board Member (See Sch O)	0.50	49.50	Yes (X)		$0	$222,596	$16,167
Julius R Ivester MD
Board Member	0.50	2.50	Yes (X)		$0	$0	$0
Alison E Dillon MD
Board Member (See Sch O)	0.50	2.50	Yes (X)		$0	$46,595	$0
Angress Walker
Board Member	0.50	2.50	Yes (X)		$0	$0	$0
Mary Thornley
Board Member (As of July)	0.50	2.50	Yes (X)		$0	$0	$0
Wills C Geils MD
Board Member (As of July)(See Sch O)	0.50	2.50	Yes (X)		$0	$29,930	$0
David Dunlap
President & CEO Of CAHS	45.00	5.00		Yes (X)	$927,548	$0	$262,908
Matthew J Severance
Svp Ops. / Secretary	1.00	49.00		Yes (X)	$0	$570,058	$197,152
Steven D Shapiro MD
CMO & VP Med Affairs	47.00	3.00		Yes (X)	$637,159	$0	$107,134
Bret Johnson
CFO & SVP / Treasurer	45.00	5.00		Yes (X)	$528,020	$0	$183,178
Allen Carroll
SVP of Operations	1.00	49.00		Yes (X)	$0	$467,456	$155,505
Douglas Bowling
CSO & VP	46.00	4.00		Yes (X)	$410,398	$0	$138,857
John Sullivan
VP Operations	1.00	49.00		Yes (X)	$0	$355,386	$177,300
Gregory Edwards
VP & General Counsel	45.00	5.00		Yes (X)	$393,731	$0	$127,710
H Douglas Harrison
VP Human Resources	45.00	5.00		Yes (X)	$338,567	$0	$86,512
Michael Taylor
CIO & VP	45.00	5.00		Yes (X)	$353,888	$0	$108,246
Lisa Schafer Thru June
VP Nursing/Sr Nurse Exec RHI	1.00	49.00		Yes (X)	$0	$148,315	$32,988
Pennie L Peralta
VP Nursing/Sr Nurse Exec SFX	1.00	49.00		Yes (X)	$0	$205,889	$70,087
Diana Topjian
VP Nursing/Sr Nurse Exec MPH	1.00	49.00		Yes (X)	$0	$178,568	$57,038
Mark Dickson
VP Mission	47.00	3.00		Yes (X)	$161,827	$0	$57,556
Lori Roberts
Dir Of Legal Srvc / Asst.	50.00			Yes (X)	$150,152	$0	$15,097
Carolyn Donohue As of Sept
VP Nursing/Sr Nurse Exec RHI	1.00	49.00		Yes (X)	$0	$68,760	$1,249
Steven Akman MD
Physician	50.00	0.00			$531,288	$0	$28,661	Yes (X)
John M Grayson MD
Dir of Heart Ctr	26.00	24.00			$218,758	$198,799	$29,983	Yes (X)
Todd Shuman MD
Physician	33.00	17.00			$237,096	$116,779	$29,983	Yes (X)
Mary Lou Applebaum MD
Asso Chief Med Info Officer	49.00	1.00			$272,485	$3,003	$21,769	Yes (X)
Peter Dinicola
Dir of Plant Engineering	47.00	3.00			$218,291	$0	$18,881	Yes (X)
Stephanie Tucker
Dir of Property Mgmt Former Key EE	48.00	2.00			$178,589	$0	$20,922		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$5,557,797	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$3,697,767	TotReportableCompRltdOrgAmt
Total Other Compensation	$2,058,489	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	57	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (1)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	Yes (1)	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1	CityContractorAddress/USAddress/City	StateContractorAddress/USAddress/State	ZIP CodeContractorAddress/USAddress/ZIPCode	ServicesServicesDesc	CompensationCompensationAmt
Carolinas Healthcare Systems
PO Box 32861	Charlotte	NC	28232	Management Company	$6,536,598
McKesson Information Solutions
PO Box 98347	Chicago	IL	60693	Maintenance & Info Tech Services	$3,924,564
Credit Adjustment Bureau
PO Box 62889	North Charleston	SC	29419	Collection Services	$2,676,418
Dell Financial Services
PO Box 6549	Carol Stream	IL	60197	Equipment Leasing Services	$2,101,632
SG Equipment Finance USA Corp
480 Washington Blvd 24th Floord	Jersey City	NJ	07310	Equipment Leasing Services	$2,023,891

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	93	CntrctRcvdGreaterThan100KCnt
Related Organizations	$469,251	RelatedOrganizationsAmt
Government Grants	$20,000	GovernmentGrantsAmt
All Other Contributions	$38,018	AllOtherContributionsAmt
Noncash Contributions	$9,000	NoncashContributionsAmt
Total Contributions	$527,269	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Network Fees	900099	$86,023,155	$86,023,155
Senior Center Revenue	531390	$460,544	$460,544
Medshare Revenue	621110	$212,223	$212,223

Field	Value	IRS element (for citing)
Total Program Service Revenue	$86,695,922	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,017,247	TotalRevenueColumnAmt
Exclusion	$2,017,247	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,618,714	TotalRevenueColumnAmt
Exclusion	$1,618,714	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$397,419	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$53,111	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$344,308	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$344,308	TotalRevenueColumnAmt
Unrelated Business Revenue	$3,832	UnrelatedBusinessRevenueAmt
Exclusion	$340,476	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$3,084,913	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$0	SecuritiesAmt
Other	$1,707,948	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$3,084,913	SecuritiesAmt
Other	-$1,707,948	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,376,965	TotalRevenueColumnAmt
Exclusion	$1,376,965	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Direct Expenses	$84,538	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$84,538	TotalRevenueColumnAmt
Exclusion	-$84,538	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
Daycare Revenues	624410	$606,741	$606,741
Billing & Collection Fees	900099	$530,918		$530,918
Other Income	900099	$174,631	$174,631

Field	Value	IRS element (for citing)
Other Revenue Total	$1,312,290	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$93,808,177	TotalRevenueColumnAmt
Related Or Exempt Func Income	$86,695,922	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$534,750	UnrelatedBusinessRevenueAmt
Exclusion	$6,050,236	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$924,190	TotalAmt
Program Services	$924,190	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$281,066	TotalAmt
Program Services	$281,066	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$3,901,289	TotalAmt
Management And General	$3,901,289	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$35,529,119	TotalAmt
Program Services	$13,181,740	ProgramServicesAmt
Management And General	$22,347,379	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$3,688,447	TotalAmt
Program Services	$1,351,667	ProgramServicesAmt
Management And General	$2,336,780	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$5,744,535	TotalAmt
Program Services	$2,105,140	ProgramServicesAmt
Management And General	$3,639,395	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$4,658,992	TotalAmt
Program Services	$1,707,332	ProgramServicesAmt
Management And General	$2,951,660	ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$8,478,914	TotalAmt
Program Services	$6,585,563	ProgramServicesAmt
Management And General	$1,893,351	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$1,071,187	TotalAmt
Management And General	$1,071,187	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$289,920	TotalAmt
Management And General	$289,920	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$67,431	TotalAmt
Management And General	$67,431	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$470,494	TotalAmt
Management And General	$470,494	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$11,813,696	TotalAmt
Program Services	$3,192,178	ProgramServicesAmt
Management And General	$8,621,518	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$3,043,124	TotalAmt
Program Services	$2,434,499	ProgramServicesAmt
Management And General	$608,625	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$17,595,902	TotalAmt
Program Services	$11,677,312	ProgramServicesAmt
Management And General	$5,918,590	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$1,202,602	TotalAmt
Management And General	$1,202,602	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$2,517,205	TotalAmt
Program Services	$2,013,764	ProgramServicesAmt
Management And General	$503,441	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$234,789	TotalAmt
Management And General	$234,789	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$614,829	TotalAmt
Management And General	$614,829	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$11,963,015	TotalAmt
Program Services	$11,963,015	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$12,566,913	TotalAmt
Program Services	$9,070,901	ProgramServicesAmt
Management And General	$3,496,012	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$2,705,786	TotalAmt
Program Services	$2,164,629	ProgramServicesAmt
Management And General	$541,157	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
Other Expenses	$1,407,977	$1,124,229	$283,748
Medical Supplies	$195,244	$195,244
UBI Tax	-$1,760		-$1,760

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$130,964,906	TotalAmt
Program Services	$69,972,469	ProgramServicesAmt
Management And General	$60,992,437	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$34,941,447	BOYAmt
EOY	$38,411,093	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$15,074,646	BOYAmt
EOY	$16,586,234	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
EOY	$9,807	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$5,044,234	BOYAmt
EOY	$5,071,304	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$151,956,417	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$78,526,205	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$77,280,671	BOYAmt
EOY	$73,430,212	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$166,047,218	BOYAmt
EOY	$184,887,454	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$13,413,429	BOYAmt
EOY	$9,159,811	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$311,801,645	BOYAmt
EOY	$327,555,915	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$126,473,084	BOYAmt
EOY	$125,344,494	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$347,550,728	BOYAmt
EOY	$329,552,825	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$5,007,290	BOYAmt
EOY	$7,152,005	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$351,553,124	BOYAmt
EOY	$413,543,138	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$830,584,226	BOYAmt
EOY	$875,592,462	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	-$519,282,581	BOYAmt
EOY	-$548,536,547	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$500,000	BOYAmt
EOY	$500,000	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	-$518,782,581	BOYAmt
EOY	-$548,036,547	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$311,801,645	BOYAmt
EOY	$327,555,915	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$37,156,729	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$19,803,345	NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts	$16,775	DonatedServicesAndUseFcltsAmt
Other Changes In Net Assets	-$11,917,357	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
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	0	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	$50,898	DirectContactLegislatorsAmt
Rallies Demonstrations	0	RalliesDemonstrationsInd
Other Activities	Yes (1)	OtherActivitiesInd
Other Activities	$16,532	OtherActivitiesAmt
Total Lobbying Expenditures	$67,430	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	The total expenses directed for lobbying of the SC General Assembly on any and all legislative, regulatory, or gubernatorial action as it relates to healthcare for 2013 was $50,898. The organization is a member of the South Carolina Hospital Association (SCHA). The SCHA engages in lobbying efforts on behalf of its membership body, and each year a portion of the dues paid to the SCHA are allocated towards those efforts. For 2013, the amount of membership dues allocated to lobbying was $16,532.	ExplanationTxt

Schedule D IRS990ScheduleD

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$3,166,838	OtherCostOrOtherBasisAmt
Book Value	$3,166,838	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$23,959,341	OtherCostOrOtherBasisAmt
Depreciation	$3,978,297	DepreciationAmt
Book Value	$19,981,044	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$5,438,443	OtherCostOrOtherBasisAmt
Depreciation	$3,446,421	DepreciationAmt
Book Value	$1,992,022	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$118,042,369	OtherCostOrOtherBasisAmt
Depreciation	$71,101,487	DepreciationAmt
Book Value	$46,940,882	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,349,426	OtherCostOrOtherBasisAmt
Book Value	$1,349,426	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$73,430,212	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
Net due to affiliates	$377,833,737
Interest rate swap liability	$17,261,167
Other liabilities	$18,448,234

Field	Value	IRS element (for citing)
Total Liability	$413,543,138	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Part X, Line 2:	FormAndLineReferenceDesc
Explanation	CareAlliance Health Services is a not-for-profit organization as described in Section 501(c)(3) of the Internal Revenue Code and is generally exempt from federal and state income taxes. Accordingly, no provision for income taxes is made in the consolidated financial statements. Although [the consolidated group] is generally exempt from federal and state income taxes, it evaluates whether there are any uncertain tax positions that fail to meet the more-likely-than-not threshold for recognition in the consolidated financial statements. Uncertain tax positions may include the characterization of income, such as a characterization of income as passive, a decision to exclude reporting taxable income in a tax return, or a decision to classify a transaction, entity, or other position in a tax return as tax exempt. The tax return benefit from an uncertain tax position is recognized when it is more likely than not that the position will be sustained upon examination, including resolutions of any related appeals or litigation processes, based on the technical merits. The organization has no unrecognized tax positions as of December 31, 2013 and 2012, and does not expect that unrecognized tax benefits will materially increase within the next 12 months. Tax years 2010 through 2013 are subject to examination by the federal and state taxing authorities, respectively. There are no income tax examinations currently in process. Interest and penalties related to uncertain tax positions, if any, would be recognized in the consolidated financial statements as income tax expense.	ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (26 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
American Cancer Society
5900 Core Road Suite 504	Charleston	SC	29406	580659875	501(c)(3)	$12,500	Relay for Life sponsorship & Gala support
American Heart Association
4217 Park Place Court	Glen Allen	VA	23060	135613797	501(c)(3)	$35,000	Sponsorship donation for the American Heart Assoc.'s Fundraising
American Lung Association
44-A Markfield Dr	Charleston	SC	29407	131632524	501(c)(3)	$7,500	Oxygen Ball Support
American Red Cross Lowcountry Chapter
8085 Rivers Avenue Suite F	North Charleston	SC	29406	570314371	501(c)(3)	$15,000	Coastal Crisis Chaplaincy & Phillipines Relief
Barrier Islands Free Medical Clinic
3226 Maybank Highway Suite A	Johns Island	SC	29455	205628911	501(c)(3)	$6,000	Sponsorship Donation Towards Fundraising Events
Black Pages International
1806 Washington St	Columbia	SC	29201	262031919		$10,000	Donation to 2013 Black Expo
Charleston County
4045 Bridge View Rm A311	Charleston	SC	294057464	576001289	Govt	$11,954	Donation to County
Charleston Metro Chamber of Commerce
4500 Leeds Avenue Suite 100	Charleston	SC	29405	570138852	501(c)(6)	$25,000	Various local business development initiatives
Charleston Promise Neighborhood
975 Morrison Dr Suite C-1	Charleston	SC	29403	800597710	501(c)(3)	$10,000	Improve Charleston Promise Neighborhood in 1 generation
Charleston Regional Development
5300 International Blvd Ste 103-A	Charleston	SC	29418	571015804	501(c)(6)	$50,000	Program support
Charleston Southern University
PO BOX 118087	Charleston	SC	294238087	570474291	501(c)(3)	$25,000	Support for school of nursing
City of Charleston
PO Box 22009	Charleston	SC	29413	576000226	Govt	$212,376	Donation To City
City of Charleston Office of Cultural Affairs
180 Meeting Street Suite 200	Charleston	SC	29401	576000226	501(c)(3)	$8,000	2013 sponsorship donation Piccolo Spoleto & Moja 2013
City of North Charleston
PO Box 190016 Cultural Arts Dept	Charleston	SC	294199016	570545285	Govt	$20,507	Donation To City
Closing the Gap in Healthcare
3591 W Montague Ave	North Charleston	SC	29418	522450102	501(c)(3)	$10,000	Support for fundraising event & MUSC scholarship fund for African American students
College of Charleston
66 George Street	Charleston	SC	29424	570640443	501(c)(3)	$17,500	Cradle to Career partnership & sponsorship donation
Crisis Ministries
PO Box 20038	Charleston	SC	294130038	570789483	501(c)(3)	$51,650	$5k for food, shelter, Hope event & $45 to shelter
East Cooper Community Outreach
1145 Six Mile Road	Mt Pleasant	SC	29466	570939280	501(c)(3)	$26,500	Support for prescription assistance program for uninsured/underinsured
Family Circle Cup
161 Seven Farms Drive	Daniel Island	SC	29492	420410230	501(c)(7)	$12,895	Sponsorship
Hampton Regional Medical Center
595 West Carolina Ave	Varnville	SC	29944	571017988	501(c)(3)	$50,000	Donation for cardiology services
Komen Charleston Race for the Cure
9300 Medical Plaza Dr Ste F	Charleston	SC	29406	752844655	501(c)(3)	$13,000	Sponsorship donation to Race for the Cure
March of Dimes
1064 Gardner Rd Ste 116	Charleston	SC	29407	131846366	501(c)(3)	$8,250	Sponsorship donation
Our Lady of Mercy Outreach
PO Box 607	Johns Island	SC	29457	570905488	501(c)(3)	$11,500	Sponsorship towards Our Lady of Mercy's fundraising events
Town of Mt Pleasant
100 Ann Edwards Lane	Mt Pleasant	SC	29464	576001079	Govt	$60,830	Donation To Town
Trident Technical College Foundation
PO Box 61227	Charleston	SC	29419	560699317	501(c)(3)	$30,000	For capital technology to train nursing students
Trident United Way
PO Box 63305	N Charleston	SC	29419	570314378	501(c)(3)	$15,000	Sponsorship donation

Field	Value	IRS element (for citing)
Total501c3 Org	22	Total501c3OrgCnt
Total Other Org	4	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	Nursing Scholarships - See Part IV for purpose, eligibility, and application process	GrantTypeTxt
Recipient	40	RecipientCnt
Non Cash Assistance	$281,066	NonCashAssistanceAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

Part I, Line 2:

The sponsorship committee for Roper St. Francis Healthcare meets monthly to discuss charitable giving in the community and the organization's plans to sponsor worthy community activities that promote healthcare. The committee is comprised of the CEO of the System, the Hospital and Physicians Network CEOs, the VP of Mission, and the Director of the Foundation. The committee's goals are as follows: To support the community through charitable giving and sponsorships that are consistent with our organization's mission and values, to enhance the health of those whom we serve, to meet community needs and exercise care of the resources entrusted to Roper St. Francis Healthcare, and to focus charitable giving and sponsorships on the major public health needs of the community.

Schedule I, Part II, Nursing Scholarships:

Purpose The purpose of the RSFH General Nursing Scholarship initiative is to financially support continued education and development of high performing, exemplary staff nurses and students to meet a specific nursing workforce strategic need (i.e. hard to fill nursing positions or educational goals) for the RSFH system. Eligibility RSFH nurses applying for RSFH General Nursing Scholarships must: 1) Demonstrate prior or current success of a 3.0 average from an accredited school or college. 2) Be enrolled in an academic program that will meet the intent of the healthcare system's strategic initiative. 3) For RSFH employees [letters of recommendation]: a. Be a high performing employee as reflected in annual performance evaluations and participation in organizational activities b. Two letters of recommendation/endorsement from RSFH nursing. For current employees, one reference must be an endorsement from direct supervisor, current manager or nursing senior leader. c. Current employees (RNs) who are pursuing an advanced degree other than nursing (MBA/MHA) need to be pursuing or be employed currently in a management position within RSFH. 4) For external students (non-RSFH employees) in addition to #3: a. Demonstrate exemplary student evaluations (grades or clinical performance) b. Must be enrolled in BSN/MSN or DNP/PhD program c. Two letters of recommendation/endorsement from faculty, instructor, or Dean. 5) Applicants seeking advanced nursing degrees in specialties that positions are not currently offered or anticipated in the near future, may not be eligible for scholarship consideration. (This may include Master's in Business, Nurse Practitioner or PhD programs). Application Process Interested students/candidates must complete the scholarship application (see eligibility for details) that includes: 1) Official School transcript: a. Grades from previous school acceptable, if within 5 years of application. b. If grades more than 5 years old, candidate may still apply, however, award may be held until after 1st successful semester (successful is grade average greater than 3.0) that includes nursing courses. c. If grades from previous school are less than 3.0, candidate may still apply for scholarship after two semesters of that demonstrates successful 3.0 grade point average that includes nursing courses. 2) Letter of acceptance into nursing program 3) Two sealed letters of recommendation (see eligibility for guidelines) 4) Candidate paragraph: A clear, concise and cogent paragraph/s describing: a. Candidate/student professional goals b. How will advancing nursing education meet professional goals c. How candidate intends to translate or engage goals into RSFH nursing culture. 5) Completed application/demographic form Award All scholarship awards are dependent upon the number of scholarship applications and funds available. The number of awards is dependent on available funding from RSFH Foundation and other identified sources that support RSFH nursing scholarships. Award amount is dependent on availability of funds and NEVER guaranteed. Allocation amounts will be dependent upon the available funding and the number of requests for funding. Awards will be paid on a semi-annual basis: December and May. Awards are, in general, paid directly to the school. Awardees must submit copy of the tuition bill to the clinical technician (call professional development at 763-2699 for details). Scholarship monies for tuition and fees may be awarded up to $15,000. Scholarships exceeding $10,000 are only granted for specific advanced nursing positions that are difficult to fill and match the strategic initiatives for RSFH. Strategic initiatives for nursing workforce are defined by the senior nursing leaders of RSFH.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
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	0	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	Yes (1)	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	Yes (1)	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (25 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
John M Jordan
Chair (See Sch O)	$0	$278,568	$0	$40,000	$0	$0	$15,298	$0	$14,060	$0	$29,358	$318,568	$0	$0
Stanley Wilson MD
Vice Chair (As of July)(See Sch O)	$0	$403,272	$0	$192,395	$0	$3,719	$0	$30,298	$0	$30,150	$0	$659,834	$0	$0
W Blount Ellison MD
Vice Chair (Thru June)(See Sch O)	$0	$0	$0	$0	$0	$167,679	$23,800	$0	$0	$0	$23,800	$167,679	$0	$0
Shannon Honney MD
Board Member (See Sch O)	$0	$158,525	$0	$62,250	$0	$1,821	$0	$7,798	$0	$8,369	$0	$238,763	$0	$0
David Dunlap
President & CEO Of CAHS	$564,253	$0	$243,585	$0	$119,710	$0	$239,566	$0	$23,342	$0	$1,190,456	$0	$147,469	$0
Matthew J Severance
Svp Ops. / Secretary	$0	$404,868	$0	$158,411	$0	$6,779	$0	$161,638	$0	$35,514	$0	$767,210	$0	$80,348
Steven D Shapiro MD
CMO & VP Med Affairs	$365,522	$0	$132,182	$0	$139,455	$0	$94,178	$0	$12,956	$0	$744,293	$0	$164,373	$0
Bret Johnson
CFO & SVP / Treasurer	$318,383	$0	$126,517	$0	$83,120	$0	$153,397	$0	$29,781	$0	$711,198	$0	$113,869	$0
Allen Carroll
SVP of Operations	$0	$336,173	$0	$130,327	$0	$956	$0	$135,518	$0	$19,987	$0	$622,961	$0	$61,013
Douglas Bowling
CSO & VP	$298,362	$0	$107,128	$0	$4,908	$0	$116,358	$0	$22,499	$0	$549,255	$0	$45,559	$0
John Sullivan
VP Operations	$0	$221,976	$0	$100,766	$0	$32,644	$0	$154,217	$0	$23,083	$0	$532,686	$0	$41,128
Gregory Edwards
VP & General Counsel	$289,786	$0	$98,139	$0	$5,806	$0	$98,514	$0	$29,196	$0	$521,441	$0	$40,386	$0
H Douglas Harrison
VP Human Resources	$241,994	$0	$66,916	$0	$29,657	$0	$75,118	$0	$11,394	$0	$425,079	$0	$16,069	$0
Michael Taylor
CIO & VP	$258,079	$0	$80,422	$0	$15,387	$0	$93,278	$0	$14,968	$0	$462,134	$0	$22,217	$0
Lisa Schafer Thru June
VP Nursing/Sr Nurse Exec RHI	$0	$101,288	$0	$43,025	$0	$4,002	$0	$27,298	$0	$5,690	$0	$181,303	$0	$10,266
Pennie L Peralta
VP Nursing/Sr Nurse Exec SFX	$0	$163,499	$0	$42,003	$0	$387	$0	$51,703	$0	$18,384	$0	$275,976	$0	$14,215
Diana Topjian
VP Nursing/Sr Nurse Exec MPH	$0	$145,862	$0	$32,158	$0	$548	$0	$38,240	$0	$18,798	$0	$235,606	$0	$0
Mark Dickson
VP Mission	$133,914	$0	$25,182	$0	$2,731	$0	$29,926	$0	$27,630	$0	$219,383	$0	$0	$0
Lori Roberts
Dir Of Legal Srvc / Asst.	$142,334	$0	$6,953	$0	$865	$0	$6,958	$0	$8,139	$0	$165,249	$0	$0	$0
Steven Akman MD
Physician	$529,187	$0	$0	$0	$2,101	$0	$0	$0	$28,661	$0	$559,949	$0	$0	$0
John M Grayson MD
Dir of Heart Ctr	$202,835	$184,329	$15,324	$13,926	$599	$544	$6,705	$6,093	$9,003	$8,182	$234,466	$213,074	$0	$0
Todd Shuman MD
Physician	$211,836	$104,337	$25,001	$12,314	$259	$128	$8,575	$4,223	$11,514	$5,671	$257,185	$126,673	$0	$0
Mary Lou Applebaum MD
Asso Chief Med Info Officer	$238,774	$2,631	$30,122	$332	$3,589	$40	$12,659	$139	$8,873	$98	$294,017	$3,240	$0	$0
Peter Dinicola
Dir of Plant Engineering	$192,390	$0	$21,764	$0	$4,137	$0	$13,742	$0	$5,139	$0	$237,172	$0	$0	$0
Stephanie Tucker
Dir of Property Mgmt Former Key EE	$155,855	$0	$18,643	$0	$4,091	$0	$10,416	$0	$10,506	$0	$199,511	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Part I, Line 1a	David Dunlap was reimbursed for his monthly Harbour Club dues.
Part I, Line 4b	The Vice Presidents, CFO, and CEO participate in the 457(f) Plan. The vesting period changed from 3 to 5 years in 2013, so not all Vice Presidents received payouts in 2013. The following participants received compensation through a 457(f) Plan: Steven Shapiro - 138,861 Howard Harrison - 14,400 Bret Johnson - 77,448 David Dunlap - 65,893
Part I, Line 6	Goals are developed each year to support the organization's strategic initiatives for people, quality, financial, growth and service. The Ad Hoc Compensation Committee approves the system goals annually and reports to the full Board of Directors. Progress on each metric is reported to the board each month on the corporate scorecard. At year end, the Ad Hoc Compensation Committee approves the final scorecard number and reports results to the full board. Annual incentives for the executives are based on 60% on the corporate scorecard and 40% on individual performance. Executives maintain an individual scorecard on the leader evaluation manager and discuss results monthly with the President/CEO. The President/CEO approves the individual executive scorecard. System Vice Presidents and the system CEO are eligible to participate in a long term incentive plan (LTIP). An LTIP typically takes place over a three year period and does not vest until the end of the third year. To receive payment, executives must still be employed by the system at the end of the plan period. Each LTIP has a financial and clinical objective that is aligned with the organization's strategic goals. Threshold, target, and maximum performance ranges are established for these objectives and are measured based on performance against similar organizations or compared to an internal metric such as an improvement over prior performance. These targets and objectives are approved by the Ad Hoc Compensation Committee. The incentive is earned based on the satisfaction of the threshold, target, or maximum performance ranges. The Ad Hoc Compensation Committee also approves the final LTIP performance score and the amount paid to executives under the plan. Results are reported to the full board annually.
Part I, Line 7	See the response to Line 6 above.
Part II, Line 1: Compensation from unrelated organizations	Carolinas Healthcare System provides the compensation of David L. Dunlap, CEO, CareAlliance Health Services; Bret D. Johnson, CFO, CareAlliance Health Services; and John Sullivan, CEO, Roper St. Francis Mt. Pleasant Hospital. Mr. Dunlap and Mr. Johnson are employees of Carolinas Healthcare System and their compensation is paid by CareAlliance Healthcare Services through a management fee to Carolinas Healthcare System. Mr. Sullivan is also an employee of Carolinas Healthcare System, and his compensation is paid by Roper St. Francis Mt. Pleasant Hospital, a related organization, through a management fee to Carolinas Healthcare System. Additional information: CareAlliance Health Services has board representations from the 3 founding organizations: the Medical Society of SC (6 board members), Bon-Secours Health System, Inc. (6 board members), and Carolinas Healthcare System (1 board member). None of the 13 appointed board members receive compensation for their membership. Additionally, 4 of the 6 board members appointed by the Medical Society of South Carolina also serve on the Board of the Medical Society. None receive compensation for their services as a board member. It is the founding members' intent that the members of the Board of Directors are appointed to such positions because they have a willingness to serve the needs of the system as a whole and not the needs of any individual founding member.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
Charleston County South Carolina
A	576001289	160900JK3	2004-07-13	$100,661,242	Construction, See Part VI	0	0	0
SC Jobs - Economic Development Authority
B	570960018	83703FBD3	2007-11-01	$130,000,000	Construction, See Part VI	0	0	0
SC Jobs - Economic Development Authority
C	570960018		2009-09-15	$12,500,000	Cap. acquis., See Part VI	0	0	0
SC Jobs - Economic Development Authority
D	570960018		2010-08-10	$30,000,000	Cur. Refunding, See Part VI	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Capital ExpendituresCapitalExpendituresAmt	Substantial CompletionSubstantialCompletionYr	Current RefundingCurrentRefundingInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	Other Spent ProceedsOtherSpentProceedsAmt
A	$49,970,000	$104,839,786	$8,310,962	$2,180,490	$1,224,756	$3,510,342	$87,840,256	2006	0	Yes (1)	Yes (1)
B	$110,480,000	$135,304,800	$76,039	$10,373,107	$1,330,300	$2,537,558	$121,063,373	2010	0	Yes (1)	Yes (1)
C	$5,312,517	$12,500,000			$160,470		$12,339,530	2009	0	Yes (1)	Yes (1)
D		$30,000,000			$105,000			2010	Yes (1)	Yes (1)	Yes (1)	$29,895,000

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	Yes (1)	Yes (1)	Yes (1)	Yes (1)	0.00000	0.00000	Yes (1)
B	Yes (1)	Yes (1)	0		0.00010	0.00010	Yes (1)
C	0		0		0.00000	0.00000	Yes (1)
D	0		0		0.00000	0.00000	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 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	Term Of HedgeTermOfHedgePct	Superintegrated HedgeSuperintegratedHedgeInd	Hedge TerminatedHedgeTerminatedInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Business Name Line1GICProviderName/BusinessNameLine1	Term Of GICTermOfGICPct	Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd	Business Name Line2HedgeProviderName/BusinessNameLine2
Goldman Sachs
A	0	0	Yes (1)	0	Yes (1)	Yes (1)	29.100000000000	0	0	Yes (1)	Morgan Stanley	2.000000000000	Yes (1)	0	Yes (1)
Goldman Sachs &
B	0	0	0	0	Yes (1)	Yes (1)	29.400000000000	0	0	Yes (1)	Citigroup	2.200000000000	Yes (1)	0	Yes (1)	Wells Fargo
(no name)
C	0	0	Yes (1)	0	Yes (1)	0				0				0	Yes (1)
BB&T
D	0	0	Yes (1)	0	Yes (1)	Yes (1)	11.000000000000	0	0	0				0	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule K, Part I, Description of Use:	Entity 1, Bond (A), dated 07/13/04, proceeds used for construction of a patient care tower and parking garage, to pay costs related to the issuance, and to fund a debt service reserve fund. Entity 1, Bond (B), dated 11/01/07, proceeds used for construction of building, acquisition of new equipment, acquisition of land and improvements to land, and to pay costs related to the issuance. Entity 1, Bond (C), dated 09/15/09, proceeds used for acquisition of new equipment and to pay costs related to the issuance. Entity 1, Bond (D), dated 08/10/10, proceeds used to currently refund a portion of bonds dated 01/26/1999. Entity 2, Bond (A), dated 02/03/11, proceeds used to currently refund a portion of bonds dated 07/13/2004. Entity 2, Bond (B), dated 02/03/11, proceeds used to currently refund a portion of bonds dated 11/01/2007. Entity 2, Bond (C), dated 08/31/11, proceeds used to currently refund a portion of bonds dated 01/26/1999. Entity 2, Bond (D), dated 09/25/12, proceeds used for acquisition of new equipment, new construction, and to currently refund a portion of bonds dated 01/26/1999.
Schedule K, Part II, Line 3: Total Proceeds:	The amounts reported on Part II, Line 3 for the bonds identified below include earnings from investment of bond proceeds as follows: -Bond issued 07/13/04- Sale Proceeds (Issue Price): $ 100,661,242 Investment earnings to date 12/31/2013: 4,178,544 Total to Line 3: $ 104,839,786 -Bond issued 11/01/07- Sale Proceeds (Issue Price): $ 130,000,000 Investment earnings to date 12/31/2013: 5,304,800 Total to Line 3: $ 135,304,800 -Bond issued 09/25/12- Sale Proceeds (Issue Price): $ 79,200,000 Investment earnings to date 12/31/2013: 63,298 Total to Line 3: $ 79,263,298
Schedule K, Part II, Line 11: Other Spent Proceeds:	Amounts present on Part II, Line 11 represent amounts used to currently refund prior issues. For original use of bond proceeds refunded, please see the applicable disclosure in Part VI.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
Charleston County South Carolina
A	576001289	160900KJ4	2011-02-03	$20,475,000	Cur. Refunding, See Part VI	0	0	0
SC Jobs - Economic Development Authority
B	570960018	83703FTD6	2011-02-03	$80,000,000	Cur. Refunding, See Part VI	0	0	0
SC Jobs - Economic Development Authority
C	570960018	837031SA2	2011-08-31	$39,855,000	Cur. Refunding, See Part VI	0	0	0
SC Jobs - Economic Development Authority
D	570960018		2012-09-25	$79,200,000	Cur. Refunding, See Part VI	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	Total ProceedsTotalProceedsAmt	Other Spent ProceedsOtherSpentProceedsAmt	Substantial CompletionSubstantialCompletionYr	Current RefundingCurrentRefundingInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	RetiredRetiredAmt	In Reserve FundInReserveFundAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Capital ExpendituresCapitalExpendituresAmt	UnspentUnspentAmt
A	$20,475,000	$20,475,000	2006	Yes (1)	Yes (1)	Yes (1)
B	$80,000,000	$80,000,000	2010	Yes (1)	Yes (1)	Yes (1)
C	$39,855,000	$39,855,000	2001	Yes (1)	Yes (1)	Yes (1)	$11,380,000	$9
D	$79,263,298	$49,200,000	2013	Yes (1)	0	Yes (1)			$449,469	$6,852,833	$22,760,996

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	Yes (1)	Yes (1)	Yes (1)	Yes (1)	Yes (1)
B	Yes (1)	Yes (1)	0		Yes (1)
C	0		0		Yes (1)
D	0		0		Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 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	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd	Business Name Line2HedgeProviderName/BusinessNameLine2	Term Of HedgeTermOfHedgePct	Superintegrated HedgeSuperintegratedHedgeInd	Hedge TerminatedHedgeTerminatedInd
(no name)
A	0	0	Yes (1)	0	Yes (1)	0	0	0	Yes (1)
Goldman Sachs &
B	0	0	Yes (1)	0	Yes (1)	Yes (1)	0	0	Yes (1)	Wells Fargo	29.400000000000	0	0
(no name)
C	0	0	Yes (1)	0	0	0	0	0	Yes (1)
(no name)
D	0	0	Yes (1)	0	Yes (1)	0	0	0	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (15 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part V, Line 2a, Total employees:	The filing organization is the common paymaster for related organizations. The total number of Forms W-2 reported for the calendar year 2013 was 6,033. The number reported on line 2a represents the number of employees dedicated to the filing organization.
Form 990, Part VI, Section A, line 3	Carolinas Healthcare System (CHS), an unrelated organization, provides the compensation of Mr. David L. Dunlap, CEO, CareAlliance Health Services; Mr. Bret D. Johnson, CFO, CareAlliance Health Services; and Mr. John Sullivan, CEO, Roper St. Francis Mt. Pleasant Hospital. Mr. Dunlap and Mr. Johnson are employees of CHS and their compensation is paid by CareAlliance Health Services through a management fee to CHS. Mr. Sullivan is also an employee of CHS, and his compensation is paid through a management fee by Roper St. Francis Mt. Pleasant Hospital.
Form 990, Part VI, Section A, line 6	The organization is governed by a thirteen member Board of Directors appointed by the founding members. Subject to certain nominating and governance committee approvals, six directors are appointed by the Medical Society of South Carolina (MSSC), Bon Secours Health Systems, Inc. (BSHSI) and one director is appointed by Carolinas Healthcare Systems (CHS). It is the founding members' intent that the members of the organization's Board of Directors are appointed to such positions because they have a willingness to serve the needs of the system as a whole and not the needs of any individual founding member.
Form 990, Part VI, Section A, line 7a	See answer to Part VI, Section A, Line 6 above. The bylaws of the organization specify certain qualifications of the thirteen member Board of Directors. At least nine directors must have their primary residence in a community served by the system. Five directors must be physicians actively engaged in the full time practice of medicine. Five of the directors are appointed to the Board of Directors by virtue of positions held within MSSC, BSHSI and CHS (ex-officio directors). Each of the five ex-officio directors serves as a director of the organization for so long as such person holds his or her respective elected or appointed office in his or her respective founding member organization. Directors serve three-year terms and are limited to three consecutive terms. After an absence of at least one year, directors are again eligible for appointment to the Board of Directors for two consecutive complete terms.
Form 990, Part VI, Section A, line 7b	The following actions shall require the unanimous affirmative approval of all of the founding members: (a) to amend the Articles of Incorporation or by-laws, including without limitation, any change in the corporation's purposes; provided, however, that, subject to the procedures and voting requirements with respect to the admission of non-founding members, Schedule 3.1 may be amended with the approval of two (2) of the founding members to reflect the admission of a non-founding member; (b) to dissolve or liquidate the corporation and to determine the distribution of assets upon dissolution; (c) to merge or consolidate the corporation or to sell, convey, transfer, lease, or otherwise dispose of all or substantially all of its assets; (d) to appoint the president and chief executive officer of the corporation in a manner other than that established within the by-laws; (e) to alter or amend the corporation's ethical performance standards (defined below); or (f) to enter into any material agreement whereby a third party will: (i) become an equity owner in any joint venture with the corporation or any system participant and will not be legally obligated to support the corporation's ethical performance standards; or (ii) manage a substantial part of the facilities, assets, or operations of the system and will not be legally obligated to comply with and support the corporation's ethical performance standards.
Form 990, Part VI, Section B, line 11	The 2013 Form 990 was prepared by an independent accounting firm with assistance and oversight by management. Reviews were then conducted by senior management before drafts were sent to each member of the organization's governing body. A transmittal letter accompanied the drafts and provided highlights of the Form 990 to the organization's Board of Directors. After the governing body approved the Form 990 draft, a final version was filed with the Internal Revenue Service.
Form 990, Part VI, Section B, line 12c	The directors shall complete and return to the secretary an annual statement that each of them: (a) has received a copy of the conflict of interest policy; (b) has read and understands the policy; (c) agrees to comply with this policy; (d) understands that the policy applies to all committees; and (e) understands that the organization is a charitable organization and must continuously engage primarily in activities which accomplish one or more of its tax-exempt purposes.
Form 990, Part VI, Section B, line 15	An independent company, Towers Watson, provides research, advice and guidance to the compensation committee and senior leadership to ensure the organization's compensation programs for executives covered by the "Intermediate Sanctions Legislation" (IRC Section 4958) are aligned with its stated philosophy: Base salaries are targeted at the 50th percentile of the established comparator market; Total cash compensation (base salary plus annual incentive payments) are targeted at the 75th percentile of the established comparator market; Total direct compensation (total cash compensation plus long term incentive payments) will not exceed the 90th percentile of the established comparator market; Benefits are targeted at market median; and In aggregate, base salary, total cash compensation, total direct compensation and benefits comprise total compensation for executives. The compensation committee ensures that executive total compensation is reflective of the organization's stated compensation philosophy. The committee, in this process, authorizes and supports an annual three step process utilizing Towers Watson's resources: 1) salary levels, annual bonus targets/payments and long term incentive grants are compared rigorously each year with market data based on comparable positions and organizations. A. Comparable organizations are typically not-for-profit healthcare systems with similar operating revenues. Private sector employer data, when available, are also included in the analysis for "transferable skills positions". B. Historically, performance incentive payouts generally track with a normal bonus payout distribution. Incentive goals are primarily based on formally defined quantitative goals approved by the ad hoc Compensation Committee of the RSFH Board of Directors. 2) All recommended pay decisions are tested against these data and the organization's stated compensation philosophy. 3) A formal opinion letter is prepared by Towers Watson, representing that senior executives are compensated within the reasonableness standards mandated by the IRS. A similar process is performed by Towers Watson for the CEO and CFO positions. This letter provides a "safe harbor" for the organization's "directors" relative to the reasonableness of total executive compensation consistent with IRC Section 4958.
Form 990, Part VI, Section C, line 18	Photocopies of the Form 990 are available upon request at the organization's administrative office. In addition, recent filing of the Form 990 are available online at www.guidestar.org.
Form 990, Part VI, Section C, line 19	The organization's audited financial statements are published annually and are available to the public at www.dacbond.com.
Form 990, Part VII, Line 1:	The following board members were compensated for services performed for the organization (or a related organization) not in the capacity of their positions on the board. No board member is compensated for his services as a board member. John M. Jordan was compensated by the Medical Society of South Carolina for services as Chief Executive Officer. Stanley Wilson was compensated for medical services rendered to a related organization. W. Blount Ellison was compensated for medical services rendered to a related organization. Shannon Honney was compensated for medical services rendered to a related organization. Alison E. Dillon was compensated for medical services rendered to a related organization. Wills C. Geils was compensated for medical services rendered to a related organization.
Form 990, Part XI, line 9:	Loss on early extinguishment of debt -20,526. Other nonoperating loss 15,693,979. Distribution to founding members -31,871,000. Funds released for capital 9,000. Contribution from founding member 1,185,000. Support to Foundation -9,000. Net pension and benefit expense allocated from affiliates 3,095,190.
Form 990, Part XII, Line 2C:	The process has not changed from the prior year.
Form 990, Part III:	Creating Life Changing Moments in our Community The Roper St. Francis 2013 Community Benefit Report Dear Friends, At Roper St. Francis, we believe every moment matters. Each moment of providing excellent care, each smile amongst teammates and every moment spent giving back to our community. Moments of giving back can be found throughout our organization. It's the financial counselor going to a patient's home to help them enroll in Medicaid. It's the energized team of walkers at the Heart Walk coming together to raise awareness and dollars. And it's the nurse donating her own time to help the uninsured at the Barrier Island Free Clinic. In 2013, we gave over $50 million in community benefit. This number represents millions of small moments combined to make an enormous impact on our community. I hope you find the moments of giving detailed in this report as inspiring as I do. Sincerely, David L. Dunlap, FACHE President and Chief Executive Officer * Roper St. Francis uses the Voluntary Hospital Association /Catholic Health Association's standardized community benefit valuation methodology.
Form 990, Part III:	Our Community Benefit $35,107,560 Charity Care at Cost $6,040,677 Unreimbursed Medicaid Cost $8,475,021 Community Outreach Programs $515,347 Community Investment $50,138,605 Total Community Benefit Expense 6.6% of Roper St. Francis' Net Operating Revenue goes towards Community Benefit A Teaching Moment We believe that feeling good helps you live every moment to the fullest, that's why we at Roper St. Francis are passionate about reaching out beyond the walls of our facilities to support our communities' health. In 2013, we provided 89,262 hours of staff time in support of wellness initiatives that directly touched 107,277 of our neighbors. This includes participating in over 100 community healthfairs. A Moment to Give Back Sponsorships Monetary contributions, volunteering our time and donating equipment are among the many ways we support community organizations and events that are consistent with our mission. In 2013, we provided $515,347 in sponsorships. Trident United Way In 2013, Roper St. Francis employees showed their enormous commitment to our Lowcounty community and donated $370,533 to the Trident United Way. American Heart Association's Heart Walk We walk the walk! Roper St. Francis employees raised $21,600 for the American Heart Association's Heart Walk. A Moment to Serve Barrier Island Free Clinic Roper St. Francis helps serve hundreds of uninsured people via our partnership with the Barrier Island Free Medical Clinic. In 2013, we provided financial support along with free lab and imaging tests. In addition, several of our nurses and doctors volunteer their time at the clinic. Crisis Ministries We create moments of wellness and fellowship through our partnership with Crisis Ministries a place where people can receive a meal, a bed and access to a health clinic. Roper St. Francis sponsors an on-site nurse and makes regular donations of medical equipment, lab tests and medication. We are also supporting the creation of the new health clinic that will open in 2014. East Cooper Community Outreach Roper St. Francis' sponsorship dollars and support helps East Cooper Community Outreach provide case management services, medication assistance and healthcare. Our Lady of Mercy Community Outreach Center Welcoming a new baby into the world is one of life's greatest moments. Roper St. Francis proudly partners with Our Lady of Mercy Community Outreach Center to provide prenatal and wellness care to women in need. A Moment for Advocacy Medicaid Expansion A large part of our mission is providing care to the poor. The Affordable Care Act gives states the option to accept federal funding to expand Medicaid and provide healthcare coverage to many more people. We believe the acceptance of federal funding available for Medicaid expansion is the moral and right thing to do. Mission Days Lowcountry In August of 2013, hundreds of our teammates volunteered at a two day medical clinic for the uninsured. Organized by the South Carolina Hospital Association, and with all local hospitals working together, one thousand people were seen and given primary medical care. Those attending were also put in touch with Tricounty Access Health and other local agencies for follow-up and ongoing care. Community Health Needs Assessment Throughout 2013, Roper St. Francis completed a Needs Assessment for the Tricounty area, utilizing public health data, surveys and focus groups. The assessment identified strategic priorities for our system and an implementation plan was created to address those needs. The six highlighted areas within our scope of care and planning are: Access to Services and Coverage for the Uninsured and Underinsured Access to Mental Health Services Infant Mortality and Maternal and Child Health Prevention Wellness Outreach High Prevalence of Chronic Disease Coordination of Care Across Settings A Moment for Recovery The Roper Rehabilitation Hospital is a 52-bed unique hospital within Roper Hospital that is dedicated to rehabilitation and functional recovery. Our excellent team is committed to making every moment of our patients' recovery matter. For generations, Roper St. Francis has been trusted with the health of our community. We understand the importance of your health and that of those you love - it's at the center of everything we do. It's why every moment matters. Why every second saved in the ER is crucial, why every bedside minute gets our full attention, why every moment spent learning about wellness and prevention is time well-spent. We believe that smiles can change lives. We believe in the power of caring. We believe it is the muscle behind medicine and the reason for hope. We believe in the power of community, of reaching out, of extending care and generosity to those who need it most. We believe that every moment matters.

Schedule R IRS990ScheduleR

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	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Controlled OrganizationControlledOrganizationInd	Direct Controlling NADirectControllingNACd
Roper Hospital Inc
1483 Tobias Gadson Blvd 101	Charleston	SC	29407	570828733	Healthcare	SC	501(c)(3)	Line 3	CareAlliance Health Services	Yes (1)
Bon Secours St Francis Xavier Hospital
1483 Tobias Gadson Blvd 101	Charleston	SC	29407	571067254	Healthcare	SC	501(c)(3)	Line 3	CareAlliance Health Services	Yes (1)
Roper St Francis Mt Pleasant Hospital
1483 Tobias Gadson Blvd 101	Charleston	SC	29407	570360499	Healthcare	SC	501(c)(3)	Line 3	CareAlliance Health Services	Yes (1)
Roper St Francis Hospital - Berkeley
125 Doughty Street 720	Charleston	SC	29403	263710229	Healthcare (future)	SC	501(c)(3)	Line 3	CareAlliance Health Services	Yes (1)
Roper St Francis Physicians Network
125 Doughty Street 760	Charleston	SC	29403	262946628	Healthcare	SC	501(c)(3)	Line 3	CareAlliance Health Services	Yes (1)
Roper St Francis Foundation
125 Doughty Street 790	Charleston	SC	29403	571068509	Supporting Org	SC	501(c)(3)	Line 11a, I	CareAlliance Health Services	Yes (1)
The Medical Society of South Carolina
69-B Barre Street	Charleston	SC	29401	570288358	Supporting Org/Founding member	SC	501(c)(3)	Line 11c, III-FI		0	N/A

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	Lowcountry Surgery Center LLC (dba Roper St Francis Eye Surgery Center)	BusinessNameLine1

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1483 Tobias Gadson Blvd 101	AddressLine1
City	Charleston	City
State	SC	State
ZIP Code	29407	ZIPCode

Field	Value	IRS element (for citing)
EIN	581693021	EIN
Primary Activities	Ambulatory Surgery Center	PrimaryActivitiesTxt
Legal Domicile State	SC	LegalDomicileStateCd
Direct Controlling NA	N/A	DirectControllingNACd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	CareAlliance Medical Services Organization	BusinessNameLine1

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	225 Doughty Street	AddressLine1
City	Charleston	City
State	SC	State
ZIP Code	29403	ZIPCode

Field	Value	IRS element (for citing)
EIN	571012837	EIN
Primary Activities	Inactive	PrimaryActivitiesTxt
Legal Domicile State	SC	LegalDomicileStateCd
Direct Controlling NA	N/A	DirectControllingNACd
Entity Type	C	EntityTypeTxt
Ownership	1.00000	OwnershipPct
Controlled Organization	Yes (1)	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	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	Yes (1)	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	Yes (1)	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	Yes (1)	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 (11 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt
Roper St Francis Foundation
C	$469,251
Roper Hospital Inc
P	$24,460,766
Bon Secours St Francis Xavier Hospital
P	$13,534,795
Roper St Francis Mt Pleasant Hospital
P	$3,157,336
Roper St Francis Physicians Network
P	$6,881,153
Roper St Francis Foundation
P	$199,576
Roper Hospital Inc
N	$20,154,247
Bon Secours St Francis Xavier Hospital
N	$11,091,857
Roper St Francis Mt Pleasant Hospital
N	$2,613,730
Roper St Francis Physicians Network
N	$3,857,669
Roper St Francis Foundation
N	$72,026