Carondelet Heart & Vascular Institute: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: Carondelet Heart & Vascular Institute (EIN 56-1943271)
Tax period: 2012-07-01 to 2013-06-30
Filed: 2014-05-14
IRS object ID: 201421349349301907
Schema version: 2012v2.1
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 D
Schedule H
Schedule J
Schedule N
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2014-05-14T08:51:14-05:00	Timestamp
Tax Period End Date	2013-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	861065772	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	DELOITTE TAX LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	250 EAST FIFTH SUITE 1900	AddressLine1
City	CINCINNATI	City
State	OH	State
ZIP Code	45202	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2012-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	561943271	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	Carondelet Heart & Vascular Institute	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	CARO	NameControl
Phone	5208727520	Phone

US Address USAddress

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

Officer Officer

Field	Value	IRS element (for citing)
Name	Alan Strauss	Name
Title	CFO - CHN	Title
Phone	5208727520	Phone
Date Signed	2014-05-14	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Rebecca Lyons	Name
PTIN	P01487105	PTIN
Phone	5137847100	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	Alan Strauss	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

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

Field	Value	IRS element (for citing)
Gross Receipts	2959964	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Group Exemption Number	0928	GroupExemptionNumber
Organization501c3	X	Organization501c3
Web Site	www.carondelet.org	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	2010	YearFormation
State Legal Domicile	AZ	StateLegalDomicile
Activity Or Mission Description	To provide for the community's healthcare needs.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	14	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	11	NbrIndependentVotingMembers
Total Nbr Employees	290	TotalNbrEmployees
Total Nbr Volunteers	11	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	13993	ContributionsGrantsPriorYear
Contributions Grants Current Year	31107	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	45424531	ProgramServiceRevenuePriorYear
Program Service Revenue CY	1795209	ProgramServiceRevenueCY
Investment Income Prior Year	23865	InvestmentIncomePriorYear
Investment Income Current Year	35612	InvestmentIncomeCurrentYear
Other Revenue Prior Year	455187	OtherRevenuePriorYear
Other Revenue Current Year	1098036	OtherRevenueCurrentYear
Total Revenue Prior Year	45917576	TotalRevenuePriorYear
Total Revenue Current Year	2959964	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	0	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	17971298	SalariesEtcPriorYear
Salaries Etc Current Year	5099847	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	57377497	OtherExpensePriorYear
Other Expenses Current Year	11288825	OtherExpensesCurrentYear
Total Expenses Prior Year	75348795	TotalExpensesPriorYear
Total Expenses Current Year	16388672	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-29431219	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-13428708	RevenuesLessExpensesCY
Total Assets BOY	11278442	TotalAssetsBOY
Total Assets EOY	0	TotalAssetsEOY
Total Liabilities BOY	60630875	TotalLiabilitiesBOY
Total Liabilities EOY	67230457	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	-49352433	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	-67230457	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	Provide for the healthcare needs of the community; to embrace the whole person in mind, body and spirit; and to serve all people with dignity.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	1	SignificantChange
Expense	15032556	Expense
Grants	0	Grants
Revenue	2839764	Revenue
Description	During fiscal year 2013, Carondelet Heart & Vascular Institute provided $2,419,056 or 34% percent of net revenue, in community benefit to the residents of Southern Arizona. Carondelet Heart & Vascular Institute provides community education and outreach as well as community spiritual care and outreach services for the poor and vulnerable. As a Catholic, faith-based healing ministry, Carondelet Heart & Vascular Institute is deeply committed to transforming health care through active collaboration with community organizations and non-profit organizations to identify and address community needs to improve health and well-being, for life. See Schedule H for Community Benefit Report.	Description
Total Program Service Expense	15032556	TotalProgramServiceExpense
Described In501 C3	1	DescribedIn501C3
Schedule B Required	1	ScheduleBRequired
Political Activities	0	PoliticalActivities
Lobbying Activities	0	LobbyingActivities
Subject To Proxy Tax	0	SubjectToProxyTax
Donor Advised Funds	0	DonorAdvisedFunds
Conservation Easements	0	ConservationEasements
Collections Of Art	0	CollectionsOfArt
Credit Counseling	0	CreditCounseling
Term Or Permanent Endowments	0	TermOrPermanentEndowments
Report Land Bldg Equip	0	ReportLandBldgEquip
Report Invest Oth Securities	0	ReportInvestOthSecurities
Report Prog Rel Invest	0	ReportProgRelInvest
Report Other Assets	0	ReportOtherAssets
Report Other Liabilities	1	ReportOtherLiabilities
Report Fin48 Footnote	0	ReportFin48Footnote
Independent Audit Financial Stmt	0	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	1	ConsolidatedAuditFinancialStmt
School	0	School
Foreign Office	0	ForeignOffice
Foreign Activities	0	ForeignActivities
More Than5000 K To Organizations	0	MoreThan5000KToOrganizations
More Than5000 K To Individuals	0	MoreThan5000KToIndividuals
Professional Fundraising	0	ProfessionalFundraising
Fundraising Activities	0	FundraisingActivities
Gaming	0	Gaming
Hospital	1	Hospital
Financial Stmt Attached	1	FinancialStmtAttached
Grants To Organizations	0	GrantsToOrganizations
Grants To Individuals	0	GrantsToIndividuals
Schedule J Required	1	ScheduleJRequired
Tax Exempt Bonds	0	TaxExemptBonds
Excess Benefit Transaction	0	ExcessBenefitTransaction
Prior Excess Benefit Transaction	0	PriorExcessBenefitTransaction
Loan To Officer Or DQP	0	LoanToOfficerOrDQP
Grant To Related Person	0	GrantToRelatedPerson
Bsnss Rltnshp With Organization	0	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	0	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	0	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	0	DeductibleNonCashContributions
Deductible Contributions Of Art	0	DeductibleContributionsOfArt
Terminated	0	Terminated
Partial Liquidation	1	PartialLiquidation
Disregarded Entity	0	DisregardedEntity
Related Entity	1	RelatedEntity
Related Org Controlled Entity	1	RelatedOrgControlledEntity
Transaction Related Entity	0	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	0	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Info In Schedule O Part V	X	InfoInScheduleOPartV
Number Forms Transmitted With1096	0	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	290	NumberOfEmployees
Employment Tax Returns Filed	1	EmploymentTaxReturnsFiled
Unrelated Business Income	0	UnrelatedBusinessIncome
Foreign Financial Account	0	ForeignFinancialAccount
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTrans
Taxable Party Notification	0	TaxablePartyNotification
Non Deductible Contributions	0	NonDeductibleContributions
Quid Pro Quo Contributions	0	QuidProQuoContributions
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOf
Number Of8282 Filed	0	NumberOf8282Filed
Funds To Pay Premiums	0	FundsToPayPremiums
Premiums Paid	0	PremiumsPaid
Indoor Tanning Services	0	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	14	NbrVotingGoverningBodyMembers
Number Independent Voting Members	11	NumberIndependentVotingMembers
Family Or Business Relationship	0	FamilyOrBusinessRelationship
Delegation Of Management Duties	0	DelegationOfManagementDuties
Changes To Organizing Docs	0	ChangesToOrganizingDocs
Material Diversion Or Misuse	0	MaterialDiversionOrMisuse
Members Or Stockholders	1	MembersOrStockholders
Election Of Board Members	1	ElectionOfBoardMembers
Decisions Subject To Approval	1	DecisionsSubjectToApproval
Minutes Of Governing Body	1	MinutesOfGoverningBody
Minutes Of Committees	1	MinutesOfCommittees
Officer Mailing Address	0	OfficerMailingAddress
Local Chapters	0	LocalChapters
Form990 Provided To Governing Body	1	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	1	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	1	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	1	RegularMonitoringEnforcement
Whistleblower Policy	1	WhistleblowerPolicy
Document Retention Policy	1	DocumentRetentionPolicy
Compensation Process CEO	1	CompensationProcessCEO
Compensation Process Other	1	CompensationProcessOther
Investment In Joint Venture	0	InvestmentInJointVenture
States Where Copy Of Return Is Filed	AZ	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	Alan Strauss	NamePerson
Telephone Number	5208727520	TelephoneNumber

Address US AddressUS

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

Form990 Part VII Section A Form990PartVIISectionA (26 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Average Hours Per Week RelatedAverageHoursPerWeekRelated	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	Key EmployeeKeyEmployee	Highest Compensated EmployeeHighestCompensatedEmployee	FormerFormer
John Lauer
Chair	0.50	0.00	X	X	0	0	0
Elizabeth Kaminski
Secretary/Treasurer	0.50	0.00	X	X	0	0	0
John Boulet MD
Director	0.50	0.00	X		0	0	0
Marcel Dabdoub
Director	0.50	0.00	X		0	0	0
Steve Eggen
Director	0.50	0.00	X		0	0	0
John Jack Forsythe
Director	0.50	0.00	X		0	0	0
Wade Harman JD
Director	0.50	0.00	X		0	0	0
Karl Hekimian MD
Director	0.50	0.00	X		0	0	0
Sheldon King
Director	0.50	0.00	X		0	0	0
Christopher Linscott
Director	0.50	0.00	X		0	0	0
Fran Roberts PhD
Director	0.50	0.00	X		0	0	0
Sr Pat Rosholt
Director	0.50	0.00	X		0	0	0
William Stout
Director	0.50	0.00	X		0	0	0
James K Beckmann Jr
Ex Officio President/CEO-CHN	5.00	55.00	X	X	0	2096761	57959
Alan Strauss
CFO-CHN	5.00	55.00		X	0	1107791	50301
Sue Gold
COO CHVI	50.00	0.00		X	0	184308	26152
Amy Elizabeth Beiter
VP-Sr. Chief Executive	5.00	55.00		X	0	322628	41188
Michael Lawrence Hecht
VP CMO-CHVI	25.00	0.00			0	165625	0	X
Carolyn Erenberger
VP Cardiology Svcs Line	40.00	40.00			0	192110	33228	X
Daniel L Kopp
Manager Pharmacy	40.00	0.00			135084	17842	38331		X
Yvonne D Gomez
RN-4 Expert	40.00	0.00			120570	11471	33266		X
Patrick Brian Allen
Pharmacist	40.00	0.00			111750	13784	19725		X
Linda E Harris
RN-3 Advanced	40.00	0.00			101986	10942	9722		X
Kelly Jo Asplin
Pharmacist	40.00	0.00			100920	10333	3513		X
Debra S Mohesky
Former CFO	0.00	0.00			0	474903	12122			X
Odette Bolano
Former COO/CEO-CHN	0.00	40.00			0	370247	20808			X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	570310	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	4978745	TotalReportableCompFrmRltdOrgs
Total Other Compensation	346315	TotalOtherCompensation
Number Individuals GT100 K	5	NumberIndividualsGT100K
Formers Listed	1	FormersListed
Total Comp GT150 K	1	TotalCompGT150K
Compensation From Other Sources	0	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation
Morrison Management Specialists
5801 Peachtree Dunwoody Rd	Atlanta	GA	30342	Nutritional Services	1430981
TriMedx LLC
PO Box 636129	Cincinnati	OH	452636129	Equipment Maintenance	1150806
Medefis Consolidated
PO Box 5068	New York	NY	10087	Clinical Contract Labor	336937
Emcare Physicians
7032 Collection Center Drive	Chicago	IL	60693	Emergency Dept physician Group Svcs.	304835
Cardiovascular Imaging Acc
540 W Burton Drive	Tucson	AZ	85704	Radiology Services	233397

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	27	NumberOfContractorsGT100K
Related Organizations	29982	RelatedOrganizations
Government Grants	1125	GovernmentGrants
Total Contributions	31107	TotalContributions

Program Service Revenue ProgramServiceRevenue

Field	Value	IRS element (for citing)
Description	Net Patient Svcs	Description
Business Code	621990	BusinessCode
Total Revenue Column	1795209	TotalRevenueColumn
Related Or Exempt Function Income	1795209	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Program Service Revenue	1795209	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	35612	TotalRevenueColumn
Exclusion	$35,612	ExclusionAmount

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	ExclusionExclusionAmount
EHR Incentive (ARRA)	900099	970698	970698
Unclaimed Property	900099	73332	73332
Cafeteria Revenue	722210	53481		$53,481

Miscellaneous Revenue MiscellaneousRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	525	TotalRevenueColumn
Related Or Exempt Function Income	525	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Other Revenue	1098036	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	2959964	TotalRevenueColumn
Related Or Exempt Function Income	2839764	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$89,093	ExclusionAmount

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	4158288	Total
Program Services	3883106	ProgramServices
Management And General	275182	ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	55884	Total
Program Services	50296	ProgramServices
Management And General	5588	ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	591794	Total
Program Services	532615	ProgramServices
Management And General	59179	ManagementAndGeneral

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	293881	Total
Program Services	264493	ProgramServices
Management And General	29388	ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	4884	Total
Program Services	4474	ProgramServices
Management And General	410	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	1604481	Total
Program Services	1376066	ProgramServices
Management And General	228415	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	556426	Total
Program Services	538274	ProgramServices
Management And General	18152	ManagementAndGeneral

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	4960	Total
Program Services	4960	ProgramServices

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	175987	Total
Management And General	175987	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	1183	Total
Program Services	862	ProgramServices
Management And General	321	ManagementAndGeneral

Interest Interest

Field	Value	IRS element (for citing)
Total	564790	Total
Program Services	517352	ProgramServices
Management And General	47438	ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	330007	Total
Program Services	302289	ProgramServices
Management And General	27718	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	124153	Total
Program Services	113725	ProgramServices
Management And General	10428	ManagementAndGeneral

Other Expenses OtherExpenses (3 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
Shared Svcs Allocation	3671730	3363336	308394
Supplies	2414998	2413806	1192
Impairment/Restruct	1702150	1559184	142966

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	133076	Total
Program Services	107718	ProgramServices
Management And General	25358	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	16388672	Total
Program Services	15032556	ProgramServices
Management And General	1356116	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	26881	BOY
EOY	0	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	4689626	BOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	1231942	BOY
EOY	0	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	239844	BOY
EOY	0	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	0	LandBuildingsEquipmentBasis

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	4359371	BOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	730778	BOY
EOY	0	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	11278442	BOY
EOY	0	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	1395300	BOY
EOY	68016	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	1236005	BOY
EOY	223632	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	57999570	BOY
EOY	66938809	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	60630875	BOY
EOY	67230457	EOY

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

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	-49367056	BOY
EOY	-67230457	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	14623	BOY
EOY	0	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
EOY	0	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	-49352433	BOY
EOY	-67230457	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	11278442	BOY
EOY	0	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	-13428708	ReconcilationRevenueExpenses
Reconcilation Other Changes	-4449316	ReconcilationOtherChanges
Info In Schedule O Part XII	X	InfoInScheduleOPartXII
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	1	FSAudited

FS Audited Basis FSAuditedBasis

Field	Value	IRS element (for citing)
Financial Statement Consolidated	X	FinancialStatementConsolidated

Field	Value	IRS element (for citing)
Audit Committee	1	AuditCommittee
Federal Grant Audit Required	0	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

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

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

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

Contributor Name Business ContributorNameBusiness

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

Contributor Address US ContributorAddressUS

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

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

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	0	TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (5 entries)

DescriptionDescription	AmountAmount
Net Patient Accounts Receivable	$490,408
Other Intercompany	$59,807,462
Medicare Settlements	$1,489,924
Valuation Allowance (General Resv) Liab	$5,150,000
Other Current Liabilities	$1,015

Field	Value	IRS element (for citing)
Total Of Amounts	66938809	TotalOfAmounts

Schedule H IRS990ScheduleH

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

Other Percentage OtherPercentage

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

Field	Value	IRS element (for citing)
FPG Reference Discounted Care	1	FPGReferenceDiscountedCare
Pcent400	X	Pcent400
Free Disc Care Medically Indigent	1	FreeDiscCareMedicallyIndigent
Amounts Budgeted For Charity Care	1	AmountsBudgetedForCharityCare
Expenses Exceeded Budget	0	ExpensesExceededBudget
Annual Community Benefit Report	1	AnnualCommunityBenefitReport
Report Publically Available	1	ReportPublicallyAvailable

Charity Care At Cost CharityCareAtCost

Field	Value	IRS element (for citing)
Total Community Benefit Expense	696023	TotalCommunityBenefitExpense
Net Community Benefit Expense	696023	NetCommunityBenefitExpense
Percent Of Total Expense	0.04620	PercentOfTotalExpense

Unreimbursed Medicaid UnreimbursedMedicaid

Field	Value	IRS element (for citing)
Total Community Benefit Expense	1741328	TotalCommunityBenefitExpense
Direct Offsetting Revenue	33274	DirectOffsettingRevenue
Net Community Benefit Expense	1708054	NetCommunityBenefitExpense
Percent Of Total Expense	0.11340	PercentOfTotalExpense

Unreimbursed Costs UnreimbursedCosts

Field	Value	IRS element (for citing)
Percent Of Total Expense	0.00000	PercentOfTotalExpense

Total Charity Care TotalCharityCare

Field	Value	IRS element (for citing)
Total Community Benefit Expense	2437351	TotalCommunityBenefitExpense
Direct Offsetting Revenue	33274	DirectOffsettingRevenue
Net Community Benefit Expense	2404077	NetCommunityBenefitExpense
Percent Of Total Expense	0.15960	PercentOfTotalExpense

Community Health Services CommunityHealthServices

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	2	NumberOfActivitiesOrPrograms
Total Community Benefit Expense	14980	TotalCommunityBenefitExpense
Net Community Benefit Expense	14980	NetCommunityBenefitExpense
Percent Of Total Expense	0.00090	PercentOfTotalExpense

Health Professions Education HealthProfessionsEducation

Field	Value	IRS element (for citing)
Percent Of Total Expense	0.00000	PercentOfTotalExpense

Subsidized Health Services SubsidizedHealthServices

Field	Value	IRS element (for citing)
Percent Of Total Expense	0.00000	PercentOfTotalExpense

Research Research

Field	Value	IRS element (for citing)
Percent Of Total Expense	0.00000	PercentOfTotalExpense

Cash And In Kind Contributions CashAndInKindContributions

Field	Value	IRS element (for citing)
Percent Of Total Expense	0.00000	PercentOfTotalExpense

Total Other Benefits TotalOtherBenefits

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	2	NumberOfActivitiesOrPrograms
Total Community Benefit Expense	14980	TotalCommunityBenefitExpense
Net Community Benefit Expense	14980	NetCommunityBenefitExpense
Percent Of Total Expense	0.00090	PercentOfTotalExpense

Total Community Benefits TotalCommunityBenefits

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	2	NumberOfActivitiesOrPrograms
Total Community Benefit Expense	2452331	TotalCommunityBenefitExpense
Direct Offsetting Revenue	33274	DirectOffsettingRevenue
Net Community Benefit Expense	2419057	NetCommunityBenefitExpense
Percent Of Total Expense	0.16050	PercentOfTotalExpense

Physical Improvements And Housing PhysicalImprovementsAndHousing

Field	Value	IRS element (for citing)
Percent Of Total Expense	0.00000	PercentOfTotalExpense

Economic Development EconomicDevelopment

Field	Value	IRS element (for citing)
Percent Of Total Expense	0.00000	PercentOfTotalExpense

Community Support CommunitySupport

Field	Value	IRS element (for citing)
Percent Of Total Expense	0.00000	PercentOfTotalExpense

Environmental Improvements EnvironmentalImprovements

Field	Value	IRS element (for citing)
Percent Of Total Expense	0.00000	PercentOfTotalExpense

Leadership Development LeadershipDevelopment

Field	Value	IRS element (for citing)
Percent Of Total Expense	0.00000	PercentOfTotalExpense

Coalition Building CoalitionBuilding

Field	Value	IRS element (for citing)
Percent Of Total Expense	0.00000	PercentOfTotalExpense

Health Improvement Advocacy HealthImprovementAdvocacy

Field	Value	IRS element (for citing)
Percent Of Total Expense	0.00000	PercentOfTotalExpense

Workforce Development WorkforceDevelopment

Field	Value	IRS element (for citing)
Percent Of Total Expense	0.00000	PercentOfTotalExpense

Other Other

Field	Value	IRS element (for citing)
Percent Of Total Expense	0.00000	PercentOfTotalExpense

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	0	BadDebtExpenseReported
Bad Debt Expense	$2,164,209	BadDebtExpenseAmount
Amount Attributable To	678248	AmountAttributableTo
Amount Reimbursed By Medicare	5604441	AmountReimbursedByMedicare
Cost Of Care Reimbursed By Medicare	9606976	CostOfCareReimbursedByMedicare
Medicare Surplus Or Shortfall	-4002535	MedicareSurplusOrShortfall

Costing Methodology Used CostingMethodologyUsed

Field	Value	IRS element (for citing)
Cost Accounting System	X	CostAccountingSystem

Field	Value	IRS element (for citing)
Written Debt Collection Policy	1	WrittenDebtCollectionPolicy
Provision For Charity Care	1	ProvisionForCharityCare
Number Of Hospital Facilities	1	NumberOfHospitalFacilities

Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA

Field	Value	IRS element (for citing)
Facility Number	1	FacilityNumber

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	Carondelet Heart & Vascular Institute	BusinessNameLine1

Address Address

Field	Value	IRS element (for citing)
Address Line1	4888 N Stone Ave	AddressLine1
City	Tucson	City
State	AZ	State
ZIP Code	85704	ZIPCode

Field	Value	IRS element (for citing)
Website Address	www.carondelet.org	WebsiteAddress
Licensed Hospital	X	LicensedHospital
General Medical And Surgical	X	GeneralMedicalAndSurgical
Er24 Hours	X	Er24Hours

Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB

Hospital Facility Name HospitalFacilityName

Field	Value	IRS element (for citing)
Business Name Line1	Carondelet Heart & Vascular Institute	BusinessNameLine1

Field	Value	IRS element (for citing)
Hospital Facility Number	1	HospitalFacilityNumber
CHNA Conducted	1	CHNAConducted
Community Definition	X	CommunityDefinition
Community Demographics	X	CommunityDemographics
Existing Resources	X	ExistingResources
How Data Obtained	X	HowDataObtained
Community Health Needs	X	CommunityHealthNeeds
Other Health Issues	X	OtherHealthIssues
Identifying Process	X	IdentifyingProcess
Consulting Process	X	ConsultingProcess
Information Gaps	X	InformationGaps
Needs Assessment Conducted	12	NeedsAssessmentConducted
Take Into Account	1	TakeIntoAccount
Other Facilities	1	OtherFacilities
CHNA Widely Available	1	CHNAWidelyAvailable
Own Website	X	OwnWebsite
On Request	X	OnRequest
Other Method	X	OtherMethod
Adopt Implement Strategy	X	AdoptImplementStrategy
Execute Implement Strategy	X	ExecuteImplementStrategy
Include Operational Plans	X	IncludeOperationalPlans
Adopt Budget	X	AdoptBudget
Prioritize Health Needs	X	PrioritizeHealthNeeds
Prioritize Services	X	PrioritizeServices
All Needs Addressed	0	AllNeedsAddressed
Organization Incur Excise Tax	0	OrganizationIncurExciseTax
Eligibility Criteria Explained	1	EligibilityCriteriaExplained
Uses FPG Free	1	UsesFPGFree
FPG Free Percent	400.000000000000	FPGFreePercent
Uses FPG Discounted	1	UsesFPGDiscounted
FPG Discount Percent	400.000000000000	FPGDiscountPercent
Explains Basis	1	ExplainsBasis
Income Level	X	IncomeLevel
Asset Level	X	AssetLevel
Medical Indigency	X	MedicalIndigency
Insurance Status	X	InsuranceStatus
Uninsured Discount	X	UninsuredDiscount
Medicaid Medicare	X	MedicaidMedicare
Explains Application Method	1	ExplainsApplicationMethod
Includes Publicity Measures	1	IncludesPublicityMeasures
Posted On Website	X	PostedOnWebsite
Posted In Emergency Room	X	PostedInEmergencyRoom
Posted In Admission Office	X	PostedInAdmissionOffice
Available On Request	X	AvailableOnRequest
Actions On Nonpayment	1	ActionsOnNonpayment
Collection Activities	0	CollectionActivities
Nondiscrim Emergency Care Policy	1	NondiscrimEmergencyCarePolicy
Used Other Method	X	UsedOtherMethod
Amounts Generally Billed	0	AmountsGenerallyBilled
Gross Charges	0	GrossCharges

Form990 Schedule H Part VI Form990ScheduleHPartVI (20 entries)

ExplanationExplanation	IdentifierIdentifier	Return ReferenceReturnReference
Part I, Line 6a: The organization prepares and files an annual Community Benefit Report. This report is prepared on a consolidated basis and includes data for Carondelet Health Network, Holy Cross Hospital, Inc., Carondelet Foundation, and Carondelet Heart & Vascular Institute.
Part I, Line 7: The cost of providing charity care, means tested government programs, and community benefit programs is estimated using internal cost data, and is calculated in compliance with Catholic Health Association ("CHA") guidelines. The organization uses a cost accounting system that addresses all patient segments (for example: inpatient, outpatient, emergency room, private insurance, Medicaid, Medicare, uninsured, or self pay). The best available data was used to calculate the amounts reported in the table. The organization has not included costs attributable to a physician clinic as part of subsidized health services.
Part III, Line 4: From the consolidated audited financial statements of Ascension Health Alliance (which includes the activity of Carondelet Health Network):The provision for doubtful accounts is based upon management's assessment of expected net collections considering economic conditions, historical experience, trends in healthcare coverage, and other collection indicators. Periodically throughout the year, management assesses the adequacy of the allowance for doubtful accounts based upon historical write-off experience by payor category, including those amounts not covered by insurance. The results of this review are then used to make any modifications to the provision for doubtful accounts to establish an appropriate allowance for doubtful accounts. After satisfaction of amounts due from insurance and reasonable efforts to collect from the patient have been exhausted, the System follows established guidelines for placing certain past-due patient balances with collection agencies, subject to the terms of certain restrictions on collection efforts as determined by the System. Accounts receivable are written off after collection efforts have been followed in accordance with the System's policies.The organization's bad debt expense in 2012 was $647,412 at charges($678,248 at cost).
Part III, Line 8: Carondelet Heart & Vascular Institute follows the Catholic Health Association ("CHA") guidelines for determining community benefit. CHA community benefit reporting guidelines suggest that Medicare shortfall is not treated as community benefit.
Part III, Line 9b: The organization has a written debt collection policy that also includes a provision on the collection practices to be followed for patients who are known to qualify for charity care or financial assistance. If a patient qualifies for charity or financial assistance, certain collection practices do not apply.
Part V, Section B, Line 3: In addition to conducting surveys, the following key informants were consulted during the CHNA process:Santa Cruz County Community Health Needs Assessment Name Title Affiliation Role Special Knowledge and/or Expertise: -Marcelino Varona (Member Nogales Unified School District Governing Board), Santa Cruz Provisional Community College Governing Board; -Pat Trulock, Volunteer Santa Cruz Community Foundation Facilitate community events, binational cross border issues, grant writing, fundraising to support NGOs, capactity building for local NPOs, Identify currently emerging issues and strengthen community resources to address those issues; -Marcella Chavez Coordinator, Executive Director Rebuilding Together, United Way Grant writing & program coordination, campaign manager, 11 years with RBT, 6 years grant writing; -Kimberly Munoz Physical Therapist Carondelet Holy Cross Hospital, Self Contractor, Santa Cruz Valley Unified School District Resident of Santa Cruz County since 1995, 17 years as physical therapist, worked in home health, acute care, long term care, subacute care and outpation with pediatrics through adults/geriatrics; -Dina Sanchez, Director of Planning/Community Relations Carondelet Holy Cross Hospital Knowledge of local health care system and community affiliation; -Debra Knapheide, Site Administrator/CNO/COO Carondelet Holy Cross Hospital Overall healthcare needs of acute care patient population; -Michael Vetter, Executive Director Catholic Community Services of Southern AZ; -Suzanne David, Assistant Director South East Arizona Health Education Center (SEAHEC) Continuing education for health care providers; -Joyce Hospodar, Manager, Health Systems Development Center for Rural Health, MEZCOPH U of A Working with rural hospitals and first responders; -Alexa Bathe, Membership manager Arizona Lifeline Air Medical Care Paramedic, awareness manager of the membership program; -Yvonne Delgado, Executive Director Nogales Community Development Working with Mariposa Community Health Center and local partners on a Healthy Foods Intitiative, working with/provide support for the Southwest Rural Policy Network; -Cassalyn David, Network Director Mariposa Community Health Center, Santa Cruz County Adolescent Wellness Adolescent health and wellness, rural health networks, health equity; -Joyce LaTura, Maternal & Child Health Manager Mariposa CHC Maternal & Child health issues, community engagement, promotora (community health workers) training; -William Sanchez, Nogales Fire Department; -Gerry Castro, Nogales Fire Department; -Octavio Gradillas, Nogales Police Department; -Shane Dille, City Manager; -Nogales Christine Young, ADHS Office of Border; -Health Gail Emrick, Executive Director SEAHEC Public Health Administration/Planning/Management, health workforce development, border health issues, international health; -Jeffrey Maudlin, MD Carondelet Medical Group Community physician and chief of staff, Carondelet Holy Cross Hospital; -Christia Bridges-Jones, Breastfeeding Coordinator ADHS Maternal & child health nutrition, program coordinator/breastfeeding services; -Lisa Nieri, Director of Community Development and Special Populations Arizona Association of Community Health Centers Migrant & seasonal farmworker health, community health centers; -Kelly Watters, Project Coordinator Somos La Semilla, Community Food Bank of Southern AZ Community food systems development (farmers markets, food production and education); -William Neubauer, MD Chairman, Co-Chair, Trustee Santa Cruz Community Foundation, Arizona Mexico Commission, Carondelet Holy Cross Hospital Medical doctor	Carondelet Heart & Vascular Institute
Part V, Section B, Line 4: THe CHNA was conducted in partnership with the University of Arizona State Medical Center and Tucson Medical Center	Carondelet Heart & Vascular Institute
Part V, Section B, Line 5c: In addition to being available upon request, CHVI's CHNA is also widely available to the public in the following manner:-Newspaper releases	Carondelet Heart & Vascular Institute
Part V, Section B, Line 7: The hospital was merged into Carondelet Health Network ("CHN") on November 6, 2012. Therefore, all needs addressed in the CHNA will either be addressed or not addressed by CHN.	Carondelet Heart & Vascular Institute
Part V, Section B, Line 20d: Priorities Not Being Addressed RationaleAccess to Healthcare1. Mental health services are lackingThis priority will not be addressed. This need is being addressed in SantaCruz County by a variety of organizations. Community resources include:1. Community Intervention Associates2. Community Connection3. Mariposa Community Health Center4. Southern Arizona Behavior Health Services5. Corazon Behavior Health ServicesHealth Status (Leading Causes of Death)2. Cardiovascular Disease, Respiratory Disease, and CancerThis priority will not be addressed. Carondelet Medical Group routinelyscreens, treats, and educates patients on these diseases. Carondelet HolyCross provides routine imaging services. Santa Cruz County is served bythree cardiology groups (Pima Heart Physicians, The University of ArizonaMedical Center Pediatric Cardiologists, and Tucson Heart Group) MariposaCommunity Health Center offers cancer and cardiovascular prevention andeducation programs.Modifiable Risk Factors3. Obesity - KidsThis priority will not be addressed. Carondelet Holy Cross will continuewith its healthy eating program in its cafeteria. The Vivir Mejor!Consortium is working to educate families on healthy eating and physicalactivity. Numerous farmers markets are located throughout Santa CruzCounty. Local school districts have begun to serve healthier foods duringschool and following after school programs.4. Adolescent Excessive DrinkingThis priority will not be addressed. This issue is best addressed by theSanta Cruz County Health Department and local school districts.5. SmokingThis priority will not be addressed. Carondelet Holy Cross does maintain asmoke free campus. Carondelet Medical Group routinely counsels patients onthe adverse effects of smoking and provides resources, including ASHLine,to patients who wish to quit smoking. Mariposa Community Health Centerprovides school-based tobacco prevention education and other tobacco useprevention and cessation classes.Women and Children Services6. Highest Infant Mortality Rate in the StateThis priority will not be addressed. From 2000 to 2009 infant mortalityrates in Santa Cruz County were above the state average only once (2004).In 2010, the infant mortality rate in Santa Cruz County was more thandouble that of the state. It is Carondelet Holy Cross's belief that 2010represents an anomaly in which there was a rash of severe health issueswith several babies born in Santa Cruz County. The infant mortality ratein 2011 (4.3/1,000) returned to a level below that of the state(5.9/1,000).7. Fewer women receive pap smear and mammography screenings in Santa CruzCounty than the StateThis priority will not be addressed. Carondelet Medical Group willcontinue to educate women on the benefits of routine pap smear and mammography screenings. Carondelet Holy Cross and Mariposa CommunityHealth Center provide mammography screenings. Nogales Unified SchoolDistrict offers mobile mammography screening for eligible employees.8. High rates of women who received no prenatal care or lower than averagenumber of prenatal care visitsThis priority will not be addressed. Carondelet Medical Group willcontinue to educate patients on the benefits of early and regular prenatalcare. Mariposa Community Health Center provides prenatal care and classeson prenatal education.9. High Rates of Teen PregnancyThis priority will not be addressed. Mariposa Community Health Centeroffers Teen Maze, a program designed to help teens and preteens betterunderstand potential outcomes to life decisions concerning sex, substanceabuse, vocational and education issues.Reportable Diseases10. Campylobacteriosis, Shigellosis, Salmonellosis, Amebiasis,Meningococcal DiseaseThis priority will not be addressed. Relative to population, these numbersare not significantly high.Natural and Built Environment11. Air Quality - The number of particulate matter days in the Santa CruzCounty is higher than the state and national benchmark.This priority will not be addressed. The city of Nogales Parks andRecreation Department has begun to fly air quality flags at the FleischerPark flag pole in Nogales. This is part of an informational program by theArizona Department of Environmental Quality. The flags help area residentsmake informed decisions about outdoor activities. Additionally, the Arizona Department of Environmental Quality sends out regular emails withprojected air quality levels.12. Access to Healthy FoodThis priority will not be addressed. Carondelet Holy Cross does maintain ahealthy eating program in its cafeteria. Local school districts have begunto serve healthier foods during school and following after schoolprograms. The Vivir Mejo! Consortium is working with the Community FoodBank of Southern Arizona to serve diabetic friendly food boxes.Social Environment13. TransportationThis priority will not be addressed. This need is best addressed by SantaCruz County and the cities and towns with in its boundary.14. Domestic ViolenceThis priority will not be addressed. Carondelet Holy Cross will explorestarting a Domestic Violence screening program in the EmergencyDepartment. Other community resources include:1. Santa Cruz County Coordinated Response Team and Task Force AgainstDomestic Violence (CCRT and Task Force)2. Our House/Nuestra Casa Domestic Violence Shelter15. Senior CareThis priority will not be addressed. Carondelet Holy Cross will continuewith its semi-monthly senior wellness clinic Centro De Salud NogalesClinic. This clinic provides health screenings (including weight: bloodpressure and blood glucose) medication review and education, health information, and referral. Other community resources include:1. Santa Cruz council on Aging2. Southeastern Arizona Governments Organization3. Mariposa Community Health Center	Carondelet Heart & Vascular Institute
Part VI, Line 2: Carondelet Health Network follows the Catholic Healthcare Association Guidelines which state that a Community Needs Assessment ("CHNA") should be completed every three years. The Community Needs Assessment was commissioned in 2012 and delivered in August of 2012 as a result of a collaboration with the three not-for-profit health care systems in Pima County: Carondelet Health Network, Tucson Medical Center and Univeristy of Arizona health Network. The three hospitals engaged a graduate student from the UA College of Public Health to lead the CHNA efforts. The graduate student worked with an internal committee for guidance of the needs assessment. The student worked with her Public Health Professors to perform community focus groups and key informant surveys. Other internal and external strategic documents were used to identify community needs along with hospital data.
Part VI, Line 3: Upon admission, patients are encouraged to apply for the state Medicaid program if they are uninsured as well as other public benefits such as TANF or SNAP if the patient has a need. If patients prove they meet at least one (1) of eight (8) criteria outlined in the policy, they will be eligible for charity care. The patient will be placed in pre-emptive charity care status and after all bills are finalized a request for the total amount will be made on the patient's behalf by their financial counselor. Trained financial counselors will work with patients if it is not easily determined that a patient qualifies for charity care or to what level of financial assistance a patient may qualify. The Pre-emptive Charity Care Policy is posted in the Emergency Department, Admitting, hospital lobbies, other public areas as well as summarized on the Carondelet website and is to be included with the patients' bills when sent.
Part VI, Line 4: Carondelet Heart & Vascular Institute was the only free-standing cardiovascular hospital serving the Southern Arizona region prior to its closure. The primary and secondary service area includes Pima, Santa Cruz and Cochise Counties. The population is 1.21 million individuals based on 2010 census data. This growth is 2.05% from 2000. The average household size is 2.53. The median age is 37.4 which is at the national average. 51.7% of the population earns less than $50,000 with the median household income at $48,208 and the per capita income at $24,171. 27.2% of the population is over the age of 55.The demographics of the area with regard to ethnicity are as follows: 36% of Hispanic origin, 3.8% two or more races, 15.6% some other race alone, 0.2% Pacific Islander alone, 2.2% Asian American, 2.8% American Indian alone, 3.5% Black and 36% White alone.
Part VI, Line 5: Carondelet Heart & Vascular Institute, as a new 501(c)(3) entity, had recently broadened its services to benefit the community, but closed in November 2012. Transportation programs for patients and families meeting the financial assistance guidelines, and social service enrollment were provided before the closure.
Part VI, Line 6: Carondelet Health Network is a member of Ascension Health. Ascension Health Alliance is a Missouri nonprofit corporation formed on September 13, 2011. Ascension Health Alliance is the sole corporate member and parent organization of Ascension Health, a Catholic national health system consisting primarily of nonprofit corporations that own and operate local healthcare facilities, or Health Ministries, located in 23 of the United States and the District of Columbia. Ascension Health Alliance is sponsored by Ascension Health Ministries, a Public Juridic Person. The Participating Entities of Ascension Health Ministries are the Daughters of Charity of St. Vincent de Paul in the United States, St. Louise Province; the Congregation of St. Joseph; the Congregation of the Sisters of St. Joseph of Carondelet; the Congregation of Alexian Brothers of the Immaculate Conception Province, Inc. American Province; and the Sisters of the Sorrowful Mother of the Third Order of St. Francis of Assisi US/Caribbean Province. As more fully described in the Organizational Changes note, Marian Health System, which was previously sponsored by the Sisters of the Sorrowful Mother of the Third Order of St. Francis of Assisi US/Caribbean Province, became part of Ascension Health on April 1, 2013. In addition, Alexian Brothers Health System, which was previously sponsored by the Congregation of Alexian Brothers of the Immaculate Conception Province, Inc. American Province, became part of Ascension Health on January 1, 2012. Carondelet Health Network located in Tucson, Arizona, consists of two nonprofit acute care hospitals. The hospitals within Carondelet Health Network provide inpatient, outpatient, and emergency care services for theresidents of Tucson, Arizona. Admitting physicians are primarily practitioners in the local area. Carondelet Health Network is related to Ascension Health's other sponsored organizations through common control.Substantially all expenses of Ascension Health and its sponsored organizations are related to providing health care services. Mission:The System directs its governance and management activities toward strong, vibrant, Catholic Health Ministries united in service and healing, and dedicates its resources to spiritually centered care which sustains and improves the health of the individuals and communities it serves. In accordance with the System's mission of service to those persons living in poverty and other vulnerable persons, each Health Ministry accepts patients regardless of their ability to pay. The System uses four categories to identify the resources utilized for the care of persons living in poverty and community benefit programs: 1. Traditional charity care includes the cost of services provided to persons who cannot afford healthcare because of inadequate resources and/or who are uninsured or underinsured.2. Unpaid cost of public programs represents the unpaid cost of servicesprovided to persons covered by public programs for the persons living inpoverty and other vulnerable persons.3. Cost of other programs for the persons living in poverty and othervulnerable persons includes programs intentionally designed to serve thepersons living in poverty and other vulnerable persons of the communityincluding substance abusers, the homeless, victims of child abuse andpersons with acquired immune deficiency syndrome.4. Community benefit consists of the unreimbursed costs of communitybenefit programs and services for the general community, not solely for persons living in poverty and other vulnerable persons, including health promotion and education, health clinics and screenings and medicalresearch.Discounts are provided to all uninsured patients, including those with the means to pay. Discounts provided to those patients who did not qualify for assistance under charity care guidelines are not included in the cost of providing care of persons living in poverty and community benefit programs. The cost of providing care to persons living in poverty and community benefit programs is estimated by reducing charges forgone by a factor derived from the ratio of each entity's total operating expenses to the entity's billed charges for patient care.Certain costs such as graduate medical education and certain other activities are excluded from total operating expenses for purposes of this computation. The amount of traditional charity care provided, determined on the basis of cost, was $524,605 and $466,916 for the years ended June 30, 2013 and 2012, respectively. The amount of unpaid cost of public programs, cost of other programs for persons living in poverty and other vulnerable persons, and community benefit cost is reported in the accompanying supplementary information.
Carondelet Health NetworkCommunity Benefit ReportFiscal Year 2013First All-Hospital Community Needs Assessment Identifies Major Health Issues: For the very first time, all the nonprofit hospitals in the Tucson area worked together to create a community needs assessment to identify opportunities for health improvement among residents. Research was conducted in both Pima and Santa Cruz counties. Carondelet St. Joseph's Hospital, Carondelet St. Mary's Hospital, Tucson Medical Center and University of Arizona Medical Center staff found a number of areas needing improvement in southern Arizona. Some topics were identified all over the region, including the following: - Diabetes prevention - Rising obesity rates - Cardiovascular disease - Preventable hospitalizations - Access to health care - primary care providers - Shortage of mental health care - Lack of health insurance And further south . . . Carondelet Holy Cross Hospital worked with community partners Arizona Department of Health Services, Mariposa Community Health Center and Arizona Area Health Education Center to evaluate community needs in Santa Cruz County. The top issues in this part of the state are a lack of health insurance, a shortage of primary health providers and diabetes. Armed with a new understanding of specific needs, all the hospitals in the Tucson and Nogales communities are working to improve health care wherever possible.Carondelet leads the way in Chronic DiseaseCarondelet-Pima Council on Aging Coalition: When asked by other hospitals, why our Care Transitions Program is successful in reducing readmissions, we answer it takes a village or better yet, a Coalition. The Carondelet PCOA Transitional Care Navigation Coalition was formed in July 2012 and meets quarterly to review readmission rates and explore opportunities to improve care for our patients when they leave our hospitals. The Coalition membership includes Carondelet and PCOA leadership and Care Transition team members, community agencies such as Mobile Meals and CPSA, and our Carondelet Preferred Providers. As part of the effort in the Care Transitions Program, Carondelet established a Preferred Provider relationship with skilled nursing facilities, home health, infusion therapy and hospice/palliative care. Together, these Preferred providers work with Carondelet to ensure our patients are seamlessly transitioned to a different level of care. Our Preferred Providers also follow the same evidence-based guidelines and utilize our patient education tools that were initiated in the hospital. Carondelet emphasizes person-centered care and our preferred providers embrace our efforts, says Dr. Denmark.Transitional Care Program Means Better Recovery,Fewer Hospital Readmissions:For patients with certain medical conditions, being readmitted to the hospital shortly after leaving is unfortunately all too common. Carondelet is working hard to change that with a variety of outreach programs. In 2012, the Centers for Medicaid and Medicare Services (CMS) selected Carondelet Health Network as a Community-Based Care Transitions Program, in partnership with Pima Council on Aging (PCOA). Together, we provide the needed health and social support many patients need after they leave the hospital. This program manages Medicare patients with multiple chronic illnesses and includes a special focus on the following health conditions:- Heart failure- Acute myocardial infarction (heart attack)- Pneumonia- COPD (chronic obstructive pulmonary disease)- Renal (kidney) failureThe overall goals are to improve the quality and safety of patient care while reducing preventable hospital readmissions. Carondelet's Care Transitions Program follows high-risk Medicare patients from the hospital to their homes or other community venues such as a skilled nursing or assisted living facilities. From the beginning, the program has been successful in reducing hospital readmissions. In the Care Transitions Program, at-risk patients are placed in a 60-day intervention plan based on the level of their health risks. High-risk patients receive a home visit by the nurse and/or social worker within 24 hours of the patient's departure from the hospital. These patients are also equipped with telehome monitoring devices to record and report their vital signs wirelessly to nurses. In addition, a nurse accompanies patients to their follow-up doctor's appointments. For high-risk patients, that's just the beginning. The nurses also call the patients regularly to make sure they understand their medications, know how to identify red flags with their health condition and are going to their follow-up doctor's appointments. They keep in touch with the patient's doctors to help coordinate care, too.Low- and moderate-risk patients, a nurse and/or social worker keeps in touch by telephone to make sure they are managing their health they are taking their medications properly and going to their follow-up doctor's appointments. These patients are trained on self-management practices and medication adherence using proven methods for successful learning. The Transitional Care Program:Sandra Wente, RN, BSN, recounted a case from early 2013 that made a big difference for a family.A legally blind patient with diabetes was released from the hospital after experiencing heart failure. The patient lived with her daughter, grandson and great-grandchildren."I discovered that the patient was not taking her medication properly because she couldn't read the bottles," Sandra said. "She wouldn't let her daughter help manage her medications because she wanted to maintain some independence, but the result was that she was taking the wrong pills and wrong doses."Fortunately, Sandra was able to convince the patient to allow her daughter organize her medications. Sandra brought them a pill container, which helped ensure proper dosages and timing.Another problem was that the daughter, who did all the family cooking, was disabled herself. As a result, she did not have the energy to prepare meals from scratch, relying instead on frozen foods with a high sodium content. Too much sodium is especially problematic for those with heart failure. This diet caused the patient to suffer constantly from edema (swelling), putting an extra strain on the heart. Sandra brought a scale with remote reporting capability to the patient's home. This would help Sandra teach her patient and family about the importance of weight fluctuations caused by edema. Creating additional work for the patient's daughter by asking her to prepare separate meals for her mother was out of the question. So Sandra contacted the Pima Council on Aging social worker, who arranged for the patient to get her meals from Mobile Meals of Tucson. This service delivers healthy meals each day to the patient, with no disruption in the family's meal plans.About two weeks after Sandra made these changes in medication process and diet, the patient improved dramatically. "She was more alert, had much more energy (previously, walking from her bed to the bathroom took a great effort) and was not experiencing swelling," Sandra explained.The experience was happy for everyone. The patient was able to enjoy her family because she felt better, the family didn't have to worry about her so much, and Sandra was more than pleased with the results. "The next time I saw her, she gave me a big hug and said "You changed my life!" said Sandra. "It was such a satisfying experience."Telehome Monitoring Keeps Patients In Close Touch with Health Care:Carondelet Health Network is working to improve the health of those in our community through the telehome monitoring program. Registered nurses Rose Quiroga, Amy Salgado and Sandra Wente follow up with patients after they are discharged from the hospital to make sure they are on track with their medications and getting the proper care. This prevents many readmissions to the hospital.This also includes remote monitoring equipment for some patients, making it easy for patient's vital signs to be monitored from home. The information is sent wirelessly to a Carondelet computer, where the nurses can make sure things are going well. When numbers begin to change in a negative way, nurses can quickly intervene before a patient develops serious problems.The program has been a big success, with a 24 percent improvement in readmission rates. Patients are recovering better, saving money and enjoying life more because they are getting healthier.		Community Benefit Report:
Better Health with Diabetes Management:Carondelet's diabetes continuum of care provides a special program that involves a comprehensive team of experts to help Carondelet Medical Group patients better manage their diabetes. A special component of the program is the telehome monitoring service. Lily Ramos is the diabetes navigator who coordinates care for dozens of diabetes patients each week. Lily sets up patients referred from Carondelet Medical Group with home diabetes testing technology. This allows the patient's blood glucose to be transmitted to a website where a Carondelet Health Network diabetes team member care review the results twice a day. When a patient's numbers are high, Lily contacts the diabetes nurse, who calls the patient to figure out what the trouble may be. In some cases, the physician needs to readjust the medications. For many patients, problem-solving with a diabetes educator and a dietitian makes all the difference."One lady's numbers stayed high until she met with the dietitian. As soon as she learned how to make better food choices, her numbers really went down," Lily noted. Learning how to manage diabetes successfully is vital for patients who are diagnosed with the disease. Telehome monitoring technology serves as an excellent teaching tool to coach the patient in real-time, helping them understand how they can make changes and give them a "a high five" when we see improvement. Patients typically stay in the telehome monitoring program about two months while becoming skilled and independent. For people who need help managing their diabetes, the telehome program makes all the difference. Getting diabetes under control helps patients avoid serious complications such as kidney disease, vision loss and even amputation. Diabetes navigator Lily Ramos (right) shows patient Alexandra Budeac how to use the blood glucose monitor.The Role of the Telemedicine Clinical Coordinator:For the past three years, Karen Wright, MS, RN, has served as Carondelet's Clinical Coordinator of Telemedicine. Bringing the telestroke program live was one of her first responsibilities Coordinating the various telemedicine programs means being on top of a lot of details and working with a wide range of health professionals and facilities. Karen collaborates with Linda Manalo, Stroke Program Coordinator at Carondelet Neurological Institute, to organize the on-site training of the specialists/neurologists and the emergency department staff at the rural hospitals. To be sure these outlying hospitals are ready for critical patient care and able to manage the videoconferencing elements, the team conducts periodic mock patient tests.In addition to the vital hands-on training, Karen is in close communication with the telemedicine information technology (IT) team to avoid problems, troubleshoot any issues and develop solutions. The IT group provides needed support to fix any connectivity issues and update software.Among her many responsibilities as telemedicine coordinator, Karen keeps Carondelet leadership updated on the status of the various telemedicine programs. Together, they plan for the future of the telemedicine program. Without this highly skilled team, there would be no telemedicine program. All the hard work that goes into this effort pays off every day in lives saved in remote locations, so it is a truly satisfying responsibility. Telemedicine Program Saves Lives:For people who live in rural parts of southern Arizona, immediate medical care isn't always an option. Specialty care can be even less accessible, particularly in an emergency.Fortunately for those who live in southern Arizona, lifesaving care for emergencies is available through Carondelet's telemedicine program. Telemedicine connects Tucson-area specialists with staff members at smaller local hospitals to bring critical care right to the patient via remote access. For stroke patients, time is a critical factor in preserving function. Patients need the right care fast in order to have the best chance of recovery. Telemedicine provides rural patients with specialists that can help make a difference in their recovery.Carondelet's telestroke program is a 24/7 consultation service provided by the neurologists of Western Neurosurgery Ltd., a private practice group of neurologists and neurosurgeons that practices exclusively at the Carondelet Neurological Institute. These highly trained experts collaborate with emergency physicians at rural hospitals who need rapid neurology consultation for patients with stroke symptoms. Using telemedicine, Emergency Department staff and specialists are able to interact in real time using videoconferencing software. By directly examining the patient and viewing test results such as a CT scan the neurologist can help determine whether the patient is a candidate for t-PA, a medicine that can dissolve blood clots causing stroke. This medicine is only approved to treat stroke patients within three hours of the onset of symptoms, making treatment time a critical factor when evaluating stroke patients in the Emergency Department.The telestroke program at Carondelet Neurological Institute (CNI), on the campus of St. Joseph's Hospital, currently provides services to Mt. Graham Regional Medical Center (Safford) and Sierra Vista Regional Medical Center. Other rural hospitals are soon to be added. Vascular neurologist Roderick Anderson, MD, leads the Carondelet telestroke program. Dr. Anderson and five associate neurologists can assess a patient many miles away and help the local hospital staff provide proper treatment. "Telestroke is more effective in treating acute stroke patients compared to phone consultation, making it the preferred method in which rural hospitals treat stroke patients," Dr. Anderson explained. Following the initial assessment, patients are often then transported to Tucson for further testing and treatment. The telestroke team relies on six neurosurgeons to help treat stroke patients requiring neurosurgical consultation, including Emun Abdu, MD, a vascular neurosurgeon. Adaeze Onouha, MD, is a neurointensivist involved with accepting stroke patients into the neurological intensive care unit. Linda Manalo is the Stroke Coordinator, and Emily Baughman, RN, is the Rural Market Physician Liaison. Karen Wright is the Clinical Coordinator of Telemedicine. According to Leah Shea, PMP, MHI, Neurosciences Service Line Director, "Carondelet and CNI are committed to meeting the needs of rural Arizona communities, especially for stroke care. These rural communities often transport patients to CNI when complex care is needed."Telestroke Care Saved Sierra Vista Patient:Recently, an 82-year-old woman arrived at Sierra Vista Regional Health Center with signs of stroke. The patient's daughter had received a phone call from her mother, who was unable to talk. She was unable to say words, so the daughter called 911.Upon arrival, the patient scored high on a national measure to evaluate strokes. In the emergency department, a neurology consultation was quickly conducted with one of the Carondelet Neurologic Institute (CNI) neurologists. When the neurologist evaluated the patient, the decision was made to give her medication to dissolve blood clots. She was then transferred to CNI, on the campus of at St. Joseph's Hospital. Additional testing at CNI revealed that the patient had a clot in a large blood vessel, making her a candidate for thrombolytic therapy. Immediately, a vascular neurosurgeon treated her with procedures to break up or remove a clot from the blood vessel.After treatment, the patient showed a marked improvement. She was able to regain her speech and make a good recovery.
ED Navigators Go Many Extra Miles, While Adding a Caring Touch:When a patient comes into the emergency department (ED) at a Carondelet hospital, lots of things happen. In addition to the immediate needs for assessment and proper treatment, some special associates begin evaluating how they might offer extra help after the emergency is over.A Carondelet ED Navigator gets involved when a patient needs more than just emergency medical care. For patients who are without insurance and without a home, the ED Navigator helps connect them to the resources they need. If someone uses the ED for all their health care even when the situation isn't an emergency the ED Navigator can arrange care in a more appropriate setting. She'll also follow up with the patient. And it's all done with kindness and caring support. Better Care at a Lower Cost: The ED Navigators help an average of 100 to 200 people each month with a wide range of needs. However, the benefits provided extend beyond the individual patients served. By helping people find more appropriate sites than the ED for non-emergency health care and by preventing avoidable hospital readmissions (with follow-up attention to ensure patients get proper care after leaving the hospital), ED Navigators are making more efficient use of community resources. This saves a lot of money.Health care costs keep rising, and the savings gained when patients get their medical care in an appropriate setting makes a big difference to us all. The Carondelet ED Navigators are helping reduce costs, while at the same time increasing appropriate care forpatients a win/win situation.For example, in about six months, the St. Mary's ED Navigator's efforts resulted in a savings of more than $200,000. By reducing the use of the ED and getting more appropriate care elsewhere, patient's health and well-being improved, too. At CarondeletSt. Joseph's Hospital :Margaret Rweikiza-Polk, BSPA, serves as ED Navigator at St. Joseph's Hospital. She has many stories about people she's helped, but a recent case really resonated with her.A young man had spent his childhood in foster care in California. The week he turned 18, he was no longer eligible to remain in the system and was sent to Tucson to live with cousins. Within a week, the cousins were no longer able to let him stay there. The young man had no place to go, didn't know anyone in Tucson and was afraid.In tears, all he could think to do was come to the nearby emergency room at St. Joseph's and ask for help. The ED Navigator was able to find him a place to stay at a local shelter. The shelter also offered a program to help him find a job and eventually get an apartment. This young man was very relieved to have a place to go and a chance for a better life.At Carondelet St. Mary's Hospital: Renee Perez is the ED Navigator at St. Mary's Hospital. She spends a lot of time helping people get establish as patients with primary care health providers when they don't have one. Other common scenarios include helping people apply for medical assistance, Nutrition Assistance and cash assistance using the Online Application Health-e-Arizona.A recent case proved particularly satisfying for everyone involved: the patient, the ED staff and Renee. A woman in her 50s had lost her job and become uninsured because her health problems prevented her from being able to work. The woman came to the St. Mary's ED over and over with knee pain. When it was determined that the patient needed knee surgery, Renee helped her file disability paperwork. Her application was approved, and she was able to get the surgery she needed. The operation was a success, and the patient recovered fully. She hasn't been back to the ED since. Nurse Practitioner Training Expands Primary Care in Arizona:Across the country, primary care providers are in short supply. Arizona faces the same challenges in many parts of the state. Primary care providers are critical for ensuring better coordinated care and better health outcomes for patients. The Affordable Care Act includes provisions that address the shortage of these providers by making their training a top priority. The Centers for Medicare and Medicaid (CMS) launched a program in 2012 to train more primary care health providers. Carondelet Health Network has joined a clinical partnership in Arizona that is helping train advanced practice registered nurses (APRN) across the state. Students from the University of Arizona, Grand Canyon University, Arizona State University and Northern Arizona University can train at Carondelet.APRNs are a vital part of the U.S. health system. They are registered nurses educated at Masters or post-Masters levels and in specific roles. APRNs are prepared by education and certification to assess, diagnose and manage patient problems, order tests and prescribe medications.The primary goal of the CMS project is to expand qualified training to APRN students. This training provides APRNs with the clinical skills necessary to provide primary care, preventive care, transitional care, chronic care management and other services. While CMS focuses on Medicare beneficiaries, adding APRNs helps entire communities.Ten students from the University of Arizona completed their required semester clinical training with Carondelet primary care professionals in various Tucson offices in FY 2013. Carondelet's primary care providers served as preceptors and mentors for the students in training, giving the students vital clinical training experience. "Carondelet is excited to be a participant in this program and to help to provide primary care learning experiences for Advanced Practice Nurses in Tucson," said Lateefah Collingwood, RN, NNP, MSN, Carondelet's Director of Integrated Learning.Vivir Mejor Telehealth Program Brings Diabetes Care to Santa Cruz County:During FY 2013, Carondelet partnered with Mariposa Community Health Center to provide diabetes outreach services through a HRSA Rural Health Grant for its Vivir Mejor! system of diabetes care in Santa Cruz County. The goal was to prevent and treat diabetes in a high-risk Hispanic population through improved primary care, enhanced self-management, increased family involvement/support and healthy lifestyle services.Carondelet Registered Dieticians and Certified Diabetes Educators provided nutrition counseling for high-risk diabetics via telehealth services. The counseling was provided in Spanish eight hours a week.
Free Community Diabetes Information Sessions Held Weekly at Carondelet Hospitals:Carondelet Health Network is also working to improve the health of the Tucson community with free diabetes information sessions. These sessions are offered at all three hospitals each week.At St. Joseph's Hospital, Educator Donna Heun, RN, MSN, CDE, covers a variety of topics such as nutrition, exercise and preventing diabetes-related complications. Class size is small enough so that individual needs can be discussed."Sometimes people have specific questions about their own health situation," Donna explained. "I'm happy to help them with whatever they need."Information sessions are ongoing, so anyone can attend at any time. There's no need to pre-register or make a reservation.Topics covered include the following:- Facts about diabetes- Healthy eating- Safe exercise- Community resources and support"People can come once or a few times to get their questions answered," Donna said. "If they need more help, I can connect them to our more comprehensive diabetes education classes." Free Drive-Thru Flu Shot Clinic A Tremendous Success :In January 2013, Carondelet Health Network held two drive-thru flu shot clinics at St. Joseph's Hospital and St. Mary's Hospital. Despite the wind and rain, and thanks to significant community promotion provided by media sponsor, KOLD/Channel 13, more than 2,200 Tucson-area residents came out to get the flu vaccine. For many, it was their first time receiving a flu shot. Because of the cost and high demand at other flu shot clinics, some people hadn't been able to get the flu vaccine prior to this event. The event was successful because of the many Carondelet associates who volunteered to participate in a wide variety of roles. Donald Denmark, MD, Carondelet Health Network's Chief Medical Officer, and Michael Connolly, DO, Chief Medical Officer of Carondelet Medical Group, served as executive leaders of the event.A great many Carondelet associates and physician partners gave up their weekend to work at the clinics. In addition, they helped raise awareness about the prevalence of the flu and spread the word about the value of receiving a flu shot. These associates and physicians took their message "viral," sharing their thoughts about the event's value and popularity on Facebook and Twitter. "As health care professionals, we all recognize the importance of preventive medicine. So, it seemed natural to offer our community the opportunity to receive a free flu shot if it meant they would be healthier and those they came in contact with would remain healthier, too," explained Dr. Denmark. According to Lisa Contreras, Carondelet's Communications Director, "All people had to do was roll down their car window and roll up their sleeves!" The drive-thru flu shot clinics were held on two consecutive days on one weekend, from 11 a.m.-3 p.m. There was no cost and no proof of insurance needed.Breathing Easier Thanks to New Initiative at Holy Cross Hospital:Carondelet Holy Cross Hospital is part of several initiatives to enhance asthma awareness. In partnership with the Arizona Department of Environmental Quality (ADEQ), air quality flags are hung outside the hospital daily indicating what the air quality is for the day. Patients and community members who suffer from respiratory problems will always be able to find out what the day's air quality has been declared. The flags are also flown at schools in Nogales and Santa Cruz Valley. Another initiative that started in July involved officially reporting to The Joint Commission with regard to consistently treating and educating all pediatric asthmatics. The American Lung Association and the Asthma Educator Institute provide therapists with the guidelines to implement this measure. Asthma education, along with an action plan, is provided to every patient seen at Carondelet Holy Cross Hospital. The physician and the respiratory care practitioner work together to complete the plan and provide very specialized detailed instructions to the patient. The RN involved in the patient's care is also part of this effort. In January, the hospital respiratory staff will kick off an initiative to meet frequently with school health staff and provide education on asthma. This effort will also include coaches and afterschool activity staff. The education will include demonstrations on how to teach children to properly use their inhalers. The ultimate goal is to have an asthma camp in the summer of 2014 for Santa Cruz County children to attend.Gwen Gallegos Wins National Award For Exceptional Service:Carondelet Health Network's own Gwen Gallegos was recently honored for her dedication and exceptional service with a national award from Ascension Health, Carondelet's parent company.Gwen, who is bilingual and bicultural, has provided spiritually-centered, holistic care to adolescents and adults with diabetes in the Nogales area. As a Family Nurse Practitioner and Certified Diabetes Educator, Gwen recognized a gap in the care and support of children, teens, pregnant women and adults diagnosed with diabetes in the rural community of Nogales, Arizona. Nogales, which is designated a medically underserved area, has residents with limited access to health care, a lack of health insurance and a high unemployment rate.Despite the challenges for vulnerable population, Gwen has made a real difference in the lives of those living in the Nogales area. Every week for the past 22 years, she has traveled from Tucson to Nogales to use her clinical expertise to promote good health and to prevent diabetes-related complications. Gwen provides diabetes self-management training to adults, helping them reduce the onset of diabetes complications. She does the same for pregnant women with gestational diabetes, helping achieve the best possible outcomes with healthy birth-weight babies. In addition, 16 years ago Gwen developed a diabetes support group for young people and their families. She still leads the regular meetings, and some of the original group members are now parents themselves. Gwen has been the primary source of support for many young people and their parents.Because there are no pediatric endocrinologists in Nogales, Gwen has established a professional relationship with specialists in Tucson who help care for the Nogales youngsters. When a child must be transported to Tucson because of a diabetes-related emergency, Gwen is the link between the hospital, the professional medical staff and the family. Over the past two years, Gwen also created and maintains a teleschool diabetes prevention program for middle school students on the Tohono O'odham reservation and at Sahuarita and Nogales Middle Schools. More than 100 middle schoolers participate in a year-long program to learn about diabetes and obesity prevention. After they complete the first three months of the program, the students take their newfound expertise to teach elementary school children in their communities. The program has become so successful that Gwen has been asked to expand it to three more schools.Although she's a very busy person, this isn't all Gwen does! She also speaks and gives workshops to state and national groups to address the issues of diabetes and behavioral health in vulnerable populations, particularly those who are homeless.Carondelet Health Network is proud of associates like Gwen who make a positive difference every day in the lives of others. Through her dedication, creativity, energy and spirit, Gwen is the embodiment of Carondelet's mission and values.
New Chapel, Spiritual Center at Carondelet St. Joseph's Hospital:On April 23, the doors to the Fred & Olga Pace Spiritual Center at St. Joseph's Hospital finally opened, revealing a welcoming healing garden, multiple spaces for quiet reflection, and the centerpiece the hospital chapel."The hospital is a place where the things some of us experience periodically are experienced daily: birth, death, struggle, fear, but also charity and miracles," said Tony Fonze, CEO of St. Joseph's Hospital. "The Chapel and the Spiritual Center offer us all a very special place where we can rejoice and be thankful for the wonderful things that happen in our lives, but also we can find consolation and peace during times of confusion and loss."The new chapel and spiritual center's simple beauty and central location are truly in the heart of St. Joseph's Hospital. It's a place for comfort and peace, or simply a space to reflect on the many miracles and events that transpire within the hospital's walls. Two colorful eight-foot stained glass windows depicting scenes from the surrounding Sonoran landscape decorate the chapel's altar and adjoining the All-Faiths Meditation Room. A separate series of smaller windows lines the tops of the walls and, when viewed left to right, reflect the changing colors of the Arizona sky from sunrise to sunset. The artist, Mary Myers, said her window's designs were inspired by Psalm 121 and Psalm 23.In a surprising twist of fortune, almost all of the windows were salvaged from the hospital's last chapel (built in 1984) and restored by Myers. Only the meditation room window is new. That was created with the help of another stained glass artist, Teresa Karjalainen.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	1	SeverancePayment
Supplemental Nonqual Retire Plan	1	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	0	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	0	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	0	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	0	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	0	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	0	AnyNonFixedPayments
Initial Contract Exception	0	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (10 entries)

TitleTitle	Base Compensation Filing OrgBaseCompensationFilingOrg	Comp Based On Related OrgsCompBasedOnRelatedOrgs	Bonus Filing OrgBonusFilingOrg	Bonus Related OrgsBonusRelatedOrgs	Other Compensation Filing OrgOtherCompensationFilingOrg	Other Compensation Related OrgsOtherCompensationRelatedOrgs	Deferred Comp Filing OrgDeferredCompFilingOrg	Deferred Comp Related OrgsDeferredCompRelatedOrgs	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs	Total Compensation Filing OrgTotalCompensationFilingOrg	Total Compensation Related OrgsTotalCompensationRelatedOrgs	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg	Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
James K Beckmann Jr
Ex Officio President/CEO-CHN	0	605278	0	1472750	0	18733	0	34000	0	23959	0	2154720	0	0
Alan Strauss
CFO-CHN	0	499276	0	322744	0	285771	0	19425	0	30876	0	1158092	0	0
Sue Gold
COO CHVI	0	150657	0	32344	0	1307	0	17000	0	9152	0	210460	0	0
Amy Elizabeth Beiter
VP-Sr. Chief Executive	0	300704	0	17016	0	4908	0	19410	0	21778	0	363816	0	0
Michael Lawrence Hecht
VP CMO-CHVI	0	165625	0	0	0	0	0	0	0	0	0	165625	0	0
Carolyn Erenberger
VP Cardiology Svcs Line	0	178162	0	10460	0	3488	0	22500	0	10728	0	225338	0	0
Daniel L Kopp
Manager Pharmacy	133378	17501	0	0	1706	341	19481	2541	14427	1882	168992	22265	0	0
Yvonne D Gomez
RN-4 Expert	113763	10428	2667	500	4140	543	15717	1283	14391	1875	150678	14629	0	0
Debra S Mohesky
Former CFO	0	111713	0	49489	0	313701	0	5190	0	6932	0	487025	0	0
Odette Bolano
Former COO/CEO-CHN	0	276411	0	68581	0	25255	0	12124	0	8684	0	391055	0	0

Form990 Schedule J Part III Form990ScheduleJPartIII (5 entries)

Return ReferenceReturnReference	ExplanationExplanation	IdentifierIdentifier
Part I, Line 3	Carondelet Health Network, a related organization of Carondelet Heart & Vascular Institute, uses the following to establish the compensation of the organization's CEO: - Compensation Committee - Independent Compensation Consultant - Compensation Survey or Study, and - Approval by the Board or Compensation Committee
Part I, Lines 4a-b	Eligible executives participate in a program that provides for supplemental retirement benefits. The payment of benefits under the program, if any, is entirely dependent upon the facts and circumstances under which the executive terminates employment with the organization. Benefits under the program are unfunded and non-vested. Due to the substantial risk of forfeiture provision, there is no guarantee that these executives will ever receive any benefit under the program. Any amount ultimately paid under the program to the executive is reported as compensation on Form 990, Schedule J, Part II, Column B in the year paid. The organization made payments from the supplemental nonqualified retirement plan in the amounts as noted: Sue Gold - $23,932 Odette Bolano - $34,041 Paula Register - $28,322 Roberta Kaemmerling - $14,021 Neil Carolan - $46,892 Irma Ramirez - $16,252
Part III	Part I, Line 4a The following individual received severance payments from Carondelet Health Network: Carolyn Erenberger - $41,885.	Supplemental Information
Part III	Part I, Line 4b Eligible executives participate in a program that provides for supplemental retirement benefits. The payment of benefits under the program, if any, is entirely dependent upon the facts and circumstances under which the executive terminates employment with the organization. Benefits under the program are unfunded and non-vested. Due to the substantial risk of forfeiture provision, there is no guarantee that these executives will ever receive any benefit under the program. Any amount ultimately paid under the program to the executive is reported as compensation on Form 990, Schedule J, Part II, Column B in the year paid. The organization made contributions to the supplemental nonqualified retirement plan in the amounts as noted: Amy Elizabeth Beiter - $21,407 Odette Bolano - $34,041 Sue Gold - $23,931 Irma Ramirez - $15,929	Supplemental Information
Part III	Schedule J, Part II: The 2012 compensation amounts shown for Alan Strauss were paid by a related organization. $580,676 of the compensation was paid for Mr. Strauss's services as the CFO of Carondelet Health Network. His remaining compensation was paid for his services as the CFO of the related organization.	Supplemental Information

Schedule N IRS990ScheduleN

Disposition Table DispositionTable (2 entries)

Description Of AssetDescriptionOfAsset	FMV Of AssetFMVOfAsset	Method Of FMV DeterminationMethodOfFMVDetermination	EINEIN	Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	IRC SectionIRCSection
Carondelet Health Network
Fixed Assets	4367230	Book Value	860455920	2202 N Forbes Blvd	Tuscon	AZ	85745	501(c)(3)
Holy Cross Hospital
Fixed Assets	43776	Book Value	860575938	2202 N Forbes Blvd	Tuscon	AZ	85745	501(c)(3)

Field	Value	IRS element (for citing)
Director Of Successor2	1	DirectorOfSuccessor2
Employee Of Successor2	0	EmployeeOfSuccessor2
Owner Of Successor2	0	OwnerOfSuccessor2
Receive Compensation2	1	ReceiveCompensation2

Form990 Schedule N Part III Form990ScheduleNPartIII (2 entries)

ExplanationExplanation
Part II, Line 2e: The following individuals will become directors/trustees of transferee organizations:Carolyn Erenberger, Michael Hecht, Sue Gold
Part II, Line 2e: Carolyn Erenberger was Service Line Director for CHVI; her employment terminated after CHVI transitioned to Carondelet St. Mary's Hospital (CSM) and she received severance. Michael Hecht was Chief Medical Officer for CHVI. He now works at CSM. Sue Gold was Chief Nursing Officer for CHVI. She is now Director of Surgery for CSM.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (11 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Changes in Program Services	Form 990, Part III, line 3	Carondelet Heart and Vascular Institute discontinued operations as a separate entity but the service lines were relocated to Carondelet St. Mary's Hospital (CSM), part of the Carondelet Health Network (CHN), EIN 86-0455920.
	Form 990, Part V, Line 1a:	Number of Forms 1099 Filed: Carondelet Health Network, a related organization of Carondelet Heart Vascular & Institute, uses a single bank account to compensate all independent contractors used within the Health System. The number attributable to each hospital is not easily distinguishable. The total amount of Forms 1099 filed for the entire Health System appears on Part V, Line 1a of Carondelet Health Network's Form 990.
	Form 990, Part VI, Section A, line 6	Carondelet Heart and Vascular Institute has a single corporate member, Carondelet Health Network.
	Form 990, Part VI, Section A, line 7a	Carondelet Heart and Vascular Institute has a single corporate member, Carondelet Health Network, who has the ability to elect members to the governing body of Carondelet Heart and Vascular Institute.
	Form 990, Part VI, Section A, line 7b	All decisions that have a material impact to Carondelet Heart & Vascular Institute financial information or corporation as a whole are subject to approval by its sole corporate members, Carondelet Health Network.
	Form 990, Part VI, Section B, line 11	Management, including certain officers, works diligently to complete the Form 990 and attached schedules in a thorough manner. Prior to filing the return, all Board Members are provided the Form 990 and management team members are available to answer any Board Members' questions.
	Form 990, Part VI, Section B, line 12c	The organization regularly and consistently monitors and enforces compliance with the conflicts of interest policy in that any director, principal officer, or member of a committee with governing board delegated powers, who has a direct or indirect financial interest, must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors and members of the committees with governing board delegated powers considering the proposed transaction or arrangement. The remaining individuals on the governing board or committee will decide if conflicts of interest exist. Each director, principal officer and member of a committee with governing board delegated powers annually signs a statement which affirms such person has received a copy of the conflict of interest policy, has read and understands the policy, has agreed to comply with the policy, and understands that the organization is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish its tax-exempt purpose.
	Form 990, Part VI, Section B, line 15	In determining compensation of the organization's CEO, the process, performed by Carondelet Health Network, a related organization, included a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision. The Audit Committee reviewed and approved the compensation. In the review of the compensation, the CEO was compared to individuals at other healthcare organizations in the area that hold the same title. During the review and approval of the compensation, documentation of the decision was recorded in the board minutes. The individual was not present when his compensation was decided. In determining compensation of other officers or key employees of the organization, the process, performed by Carondelet Health Network, a related organization, included a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision. The Audit Aommittee reviewed and approved the compensation. In the review of the compensation, the other officers or key employees of the organization were compared to other healthcare organizations' employees in the area that hold the same title. During the review and approval of the compensation, documentation of the decision was recorded in the board minutes.
	Form 990, Part VI, Section C, line 19	The organization will provide any documents open to public inspection upon request.
Changes in Net Assets or Fund Balances:	Form 990, Part XI, line 9:	Transfer to CHN -14,623. Transfer to Affiliates -4,416,254. Transfer to Sponsor -18,439.
	Form 990, Part XII, Line 2:	The financial statements of Carondelet Health Network, which include the activity of Carondelet Heart & Vascular Institute, fall under the limited scope audit of Ascension Health Alliance. The activity of Carondelet Heart & Vascular Institute and other members of the Carondelet ealth Network are reported in the consolidated financial statement of Ascension Health Alliance. No individual audit report of Carondelet Health Network is completed.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (7 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivities	Legal Domicile StateLegalDomicileState	Exempt Code SectionExemptCodeSection	Public Charity StatusPublicCharityStatus	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Controlled OrgControlledOrg
Ascension Health
PO Box 45998	St Louis	MO	63134	311662309	National Health System	MO	Section 501(c)(3)	Schedule A, Line 11a	Ascension Health Alliance	0
Carondelet Health Network
2202 N Forbes Rd	Tucson	AZ	85745	860455920	Hospital	AZ	Section 501(c)(3)	Schedule A, Line 3	Ascension Health	0
Holy Cross Hospital Inc
1171 W Target Range Rd	Nogales	AZ	85621	860575938	Hospital	AZ	Section 501(c)(3)	Schedule A, Line 3	Carondelet Health Network	1
Southwest Catholic Health Network
4350 E Cotton Center Blvd Bldg D	Phoenix	AZ	85040	860527381	Insurance	AZ	Section 501(c)(3)	Schedule A, Line 11a	CHN & Catholic Healthcare West	0
Carondelet Foundation Inc
120 N Tucson Blvd	Tuscon	AZ	85716	860749574	Foundation	AZ	Section 501(c)(3)	Schedule A, Line 11a	Carondelet Health Network	1
Chalon Living Inc
8553 E San Alberto Dr	Scottsdale	AZ	85258	860805615	Elderly/Disabled Housing	AZ	Section 501(c)(3)	Schedule A, Line 11a	Holy Cross Hospital Inc	1
The Centurions
2202 N Forbes Rd	Tucson	AZ	85745	454088322	Foundation	AZ	Section 501(c)(3)	Schedule A, Line 11a	Carondelet Foundation Inc	1

Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivityPrimaryActivity	Legal Domicile StateLegalDomicileState	Direct Controlling Entity NADirectControllingEntityNA	Type Of EntityTypeOfEntity	Controlled OrgControlledOrg
Carondelet Specialist Group Inc
2202 N Forbes Blvd	Tucson	AZ	85745	281558773	Physician Practice	AZ	N/A	C	0
Carondelet Medical Group PC
2202 N Forbes Blvd	Tucson	AZ	85745	860836126	Medical Group	AZ	N/A	C	0

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

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

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

Field	Value	IRS element (for citing)
Transaction Type	R	TransactionType
Amount Involved	4367230	AmountInvolved
Method Of Amt Determination	FMV	MethodOfAmtDetermination