2012-07-12T13:23:30-05:00 2011-08-31 DELOITTE TAX LLP 1750 TYSONS BLVD MCLEAN VA 221024219 990 2010-09-01 582504530 SFH Inc SFHI 8642551000 One St Francis Drive Greenville SC 296013955 Ronnie Hyatt 8642551000 2012-07-12 1 Laura L Catlett 7032511000 2010 2016-02-24 21:20:13Z Ronnie Hyatt One St Francis Drive Greenville SC 296013955 468500286 0 0928 X www.stfrancishealth.org X 1932 SC Provides acute care hospital services. 18 14 2797 285 457555 -239820 431086 4667895 434198980 456648660 1044833 1199148 4163486 5926029 439838385 468441732 0 798354 0 0 154933975 158462712 0 0 0 240829906 243084480 395763881 402345546 44074504 66096186 506998161 576738604 320202068 329674334 186796093 247064270 X The mission is to bring compassion to health care and to be good help to those in need, especially those who are poor and dying. As a system of caregivers, we commit ourselves to help bring people and communities to health and wholeness. 0 0 366905541 798354 459779767 Bon Secours St. Francis Health System (BSSFHS) primarily serves Greenville County, which is comprised of approximately 450,000 residents with an 18% population increase over the last decade. 15.3% of residents in Greenville County are in households that fall below the federal poverty guidelines. Currently, 27% of Greenville County residents are considered medically uninsured. Two specific populations with large growth rates in the county are the senior population, with a 17% growth of residents 60 and older since 2000, and the Hispanic population, with an estimated growth of over 147% over the past decade. The three leading causes of death for Greenville County are cancer, cardiovascular disease and accidents.BSSFHS is currently working with Greenville Hospital System, SC Department of Health and Environmental Control (DHEC) and other local organizations to complete a CHNA as imposed in the new IRS Notice 2011-52. Anticipated completion of this CHNA for Greenville County will be on or before August 31st, 2012. Development of Implementation strategies for addressing unmet needs in the community is projected to be complete by January 31st, 2013. See Community benefit information in Schedule H. The Community Benefit Report is available on the SFH website. 366905541 1 1 0 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 0 1 189 0 1 2797 1 1 1 0 0 0 0 0 0 0 0 0 X 18 14 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 1 1 X Ronnie Hyatt 8642551000 One St Francis Drive Greenville SC 296053955 X Charlton Armstrong III MD 4.00 X 0 0 0 Leonard Byrne 4.00 X 0 0 0 Brother Peter Campbell 4.00 X 0 0 0 Greg Haselden 4.00 X 0 0 0 Camilla Hertwig 4.00 X 0 0 0 Robert Hitt 4.00 X 0 0 0 Valerie Hollinger 4.00 X 0 0 0 Fletcher Kirkland 4.00 X 0 0 0 Wayne McDonald MD 4.00 X 0 0 0 Joanie Martin 4.00 X 0 0 0 Jeff Oak 50.00 X 0 400703 48182 Sam B Phillips 4.00 X 0 0 0 David Poole 4.00 X 0 0 0 Linton B Puckett 4.00 X 0 0 0 Joe Sullivan 4.00 X 0 0 0 Pearlie Harris 6.00 X X 0 0 0 Thomas Morris PhD 50.00 X X 0 351566 40989 Mark Nantz 50.00 X X 0 1085084 56277 Ronnie Hyatt 50.00 X 444787 0 57435 Irene Holcombe 50.00 X 80925 0 9588 Johnna Reed 50.00 X 257267 0 12838 Teresa Ficicchy 50.00 X 389963 0 46460 Patricia Fowler 50.00 X 232257 0 25923 Daniel Duggan 50.00 X 0 364633 38702 Mary Jo Cagle 50.00 X 503763 0 61504 Bradley Howard MD 50.00 X 313623 0 14969 Mark Klapperich 50.00 X 228055 0 20959 Nancy Graebner 50.00 X 331491 0 62410 Lisa Slayton 50.00 X 256251 0 28785 John Shea 0.00 X 0 501057 10196 Richard Hanson 0.00 X 0 100022 8651 3038382 2803065 543868 108 1 1 0 Hospital Medicine Associates PO Box 634850 Cincinnati OH 45263 ER Physician Staffing 1178579 Cameron Construction PO Box 15120 Greenville SC 29610 Construction 1178532 American Security PO Box 100199 Columbia SC 29202 Security Services 996232 Brains on Fire 148 River Street Suite 100 Greenville SC 29601 Public Relations 914749 Sleepworks LLC 554 Hall Road Thomasville GA 31757 Sleep Study Services 862275 31 1577378 3090517 4667895 Patient Service Rev. 622110 449504814 449413818 90996 Disprop. Share Income 561499 7143846 7143846 456648660 463097 463097 480548 480548 480548 3377 477171 782204 12401 58554 782204 -46153 736051 736051 Cafeteria/Vending/Gift 561499 1988413 1988413 Regency Hospital 900099 1488522 1488522 Supply Rebates 900099 689775 689775 1278771 363182 915589 5445481 468441732 456557664 457555 6758618 798354 798354 2096359 1886723 209636 123361248 111025123 12336125 6539348 5885413 653935 18225094 16402585 1822509 8240663 7416597 824066 931799 838619 93180 223724 201352 22372 18368 16531 1837 13021073 11718966 1302107 1798187 1618368 179819 2840249 2556224 284025 2703730 2433357 270373 9142390 8228151 914239 611602 550442 61160 521537 469383 52154 7562446 7562446 12194333 10974900 1219433 1433320 1289988 143332 Medical supplies 89431648 80488483 8943165 Bad Debt 39584702 39584702 Purchased Services 29065818 26159236 2906582 BSHSI Mgmt Allocation 6730817 6057735 673082 Repairs & Maintenance 6708839 6037955 670884 18559898 16703908 1855990 402345546 366905541 35440005 0 166160882 234525058 46078742 56901792 10631266 13130586 1671800 1504357 266393935 101205525 171140655 165188410 14490060 16330910 96824756 89157491 506998161 576738604 41528486 49904277 278673582 279770057 320202068 329674334 X 186796093 247064270 186796093 247064270 506998161 576738604 X 66096186 -5828009 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 18368 18368 0 Explanation of Other Lobbying Activities: Part II-B, Line 1i: SFH, Inc. paid dues to the South Carolina Hospital Association (SCHA), American Hospital Association (AHA), and the Catholic Hospital Association (CHA), a portion of which is used for lobbying activities. The portion of dues allocated to lobbying activities for each of these organizations is as follows: Lobbying activity for AHA ($7,113 or 24.2%), SCHA ($8,571 or 6.7%), CHA ($2,684 or 4.68%) for a total of $18,368. 18689610 18689610 156886269 35862407 121023862 645127 352709 292418 68400171 44865068 23535103 21772758 20125341 1647417 165188410 Goodwill 83640996 Due from BSHSI 2853652 Third party settlements 2662843 89157491 Due to BSHSI 259300131 Millennium building liability 17644251 Third party settlements 2018664 FIN 47 Asbestos Liability 807011 279770057 Description of Uncertain Tax Positions Under FIN 48: Part X: Schedule D, Part X, Line 2 requires that the organization provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48. FIN 48 addresses the accounting for uncertainty in income taxes recognized in an entity's financial statements and prescribes a threshold of more-likely-than-not for recognition and derecognition of tax positions taken or expected to be taken in a tax return. The adoption of FIN 48 by BSHSI on September 1, 2007 did not have a material impact on BSHSI's consolidated financial statements. As the organization does not conduct a separate audit of its financial statements, below is the related statement from the Bon Secours Health System, Inc. consolidated audited financial statements: The System and most of its subsidiaries (including certain joint venture entities) are exempt from federal income taxes under Section 501(c) (3) of the Internal Revenue Code of 1986, as amended. The system accounts for uncertain tax positions in accordance with ASC Topic 740. Income taxes of the System's for-profit subsidiaries are not material to the accompanying consolidated financial statements. The System's taxable subsidiaries have approximately $89,500 and $98,300 of net operating loss carryforwards as of August 31, 2011 and 2010, respectively, which expire in varying periods through 2031 and are available to offset future taxable income. The System's deferred tax assets are fully reserved at August 31, 2011 and 2010. Any changes to the valuation allowance on the deferred tax asset are reflected in the year of the change. 1 1 X 1 X 1 X 1 1 1 0 1 1 4431506 4431506 0.01220 21827133 21637470 189663 0.00050 26258639 21637470 4621169 0.01270 20 78578 1981687 5675 1976012 0.00550 1 2864 1413741 1413741 0.00390 4 586 625078 625078 0.00170 25 82028 4020506 5675 4014831 0.01110 25 82028 30279145 21643145 8636000 0.02380 6 453799 390811 390811 0.00110 1 411 21249 21249 0.00010 1 31 6847 6847 0.00000 1 100 28790 28790 0.00010 9 454341 447697 447697 0.00130 1 7725805 106650906 122914623 -16263717 X 1 1 1 Upstate Surgery Center Ambulatory Surgery Center 0.58090 0.23700 2 1 SFH Inc dba St Francis- Downtown

One St Francis Drive Greenville SC 296013955

X X X X 2 SFH Inc dba St Francis- Eastside

125 Commonwealth Drive Greenville SC 296154812

X X X X NA 1 0 21 St Francis Outpatient Center

3 St Francis Drive Floor 12 Greenville SC 29601

Outpatient services St Francis Eastside Outpatient Lab

135 Commonwealth Drive Suite 255 Greenville SC 29615

Outpatient Lab St Francis Rehab

131 Commonwealth Drive Suite 200 Greenville SC 29615

Outpatient Rehabilitation - Physical, Occupational, Speech, & Massage therap St Francis Outpatient Rehab

120 Sumner Street Greenville SC 29601

Outpatient Rehabilitation St Francis Physical Therapy

712 Congaree Rd Greenville SC 29607

Outpatient Rehabilitation St Francis Therapy Services

1130 Grove Rd Greenville SC 29605

Outpatient Rehabilitation St Francis Powdersville Rehab

3407 HWY 153 Piedmont SC 29673

Outpatient Rehabilitation St Francis Physical Therapy

209 Patewood Dr Suite 100 Greenville SC 29615

Outpatient Rehabilitation St Francis Homecare

131 Commonwealth Drive Suite 230 Greenville SC 29615

Homecare Offices McCall Hospice House

1836 West Georgia Rd Simpsonville SC 29680

Hospice St Francis Sleep Disorder Center

3 St Francis Drive Suite 340 Greenville SC 29601

Sleep Disorder Center St Francis Wound Healing Center

131 Commonwealth Drive Suite 100 Greenville SC 29615

Wound Care Rehab Central Registration & Lab

2 Innovation Drive Suite 110 Greenville SC 29607

Registration and Lab HealThy Self Cardiovascular Rehabilitati

2 Innovation Drive Suite 200 Greenville SC 29607

Cardiac/Pulmonary/Vascular Fitness/Diabeties Care Sleep Lab

2 Innovation Drive Suite 340 Greenville SC 29607

Sleep Lab Sports Medicine & Workwell Admin

135 Commonwealth Drive Suite 250 Greenville SC 29615

Workwell & Sports Administration Offices Workwell Occupational Health

135 Commonwealth Drive Suite 120 Greenville SC 29615

Occupational Health/ Employee Health Early Detection & Renewal

2 Innovation Drive Suite 350 Greenville SC 29607

Diagnostics & Early Detection Center Sports & Exe Medi & Phy Therapy

2 Innovation Drive Suite 250 Greenville SC 29607

Sports & Exercise Medicine and Physical Therapy Nu-Life

2 Innovation Drive Suite 330 Greenville SC 29607

Executive Physicals Community Education

2 Innovation Drive Suite 100 Greenville SC 29607

Classroom Part I, Line 6a: BSSFHS annually develops a report to the community, describing the various community benefit services and programs in which our organization leads and participates. This report also includes the annual financial commitment of the local system to the community, detailing monetary contributions for government sponsored healthcare shortfall, community benefit programs and charity care at cost. This report is published each year and posted on the web at http://www.stfrancishealth.org/communityreport.php on or around January 24, commemorating Foundation Day of the Sisters of Bon Secours. Part I, Line 7: Part I, line 7a: Charity Care at cost is computed by applying a cost-to-charge ratio to the aggregate charity adjustments recorded in the general ledger. Part I, line 7b: Unreimbursed Medicaid is computed by determining the cost of Medicaid services supplied less payments received for these services. To determine the cost of Medicaid services provided, a cost-to-charge ratio is applied to traditional and managed Medicaid gross charges recorded in the general ledger. Payments include payments for individual claims, payments from the Medicaid program paid outside the claim process (such as medical education payments) and expected or actual cost report settlements.Part I, line 7b(f): Prior to 2006, Medicaid in the state of South Carolinawas reimbursed to hospitals on a fixed prospective basis (fixed rates notdirectly related to costs). For years 2006 - 2011, the state has adjustedtheir methodology from a fixed prospective basis to a cost-to-care basis(actual costs to provide services). As a result of this change, a greaterpercentage of Medicaid is reimbursed to hospitals and unreimbursedMedicaid as a percentage of total expenses is significantly lower thanthose of hospitals in other states. As a nonprofit hospital in SouthCarolina, the unreimbursed Medicaid percentage for SFH, Inc. is fairlyconsistent with those of other hospitals in the state.Part I, line 7c: Unreimbursed costs from other means-tested government programs are computed by applying a cost-to-charge ratio to the total charges to patients covered under these programs. The charges are identified by the financial class assigned to the patient. For Part I, Line 7 a-c computations: The cost-to-charge ratio is derived using the suggested computation in Worksheet 2, Ratio of Patient Care Cost-to-Charges. Operating expenses and Gross patient charges are taken from the general ledger. Expenses for nonpatient care activities recorded in operating expenses are approximated as directly equaling otheroperating revenue, assuming these activities do not provide profit. Part I, line 7e: Community health improvement services and community benefit operations are accumulated throughout the year and reported at actual cost in a software program that specifically addresses this purpose. Part I, line 7f: Health professions education cost is determined as the direct and indirect cost of qualifying education activities as traditionally reported in columns 21-24 on Worksheet B of the Medicare cost report as a Medical Education program, nursing school or other allied health program. Part I, L7 Col(f): Current year bad debt expense not included in the calculation for line 7, Column (f): $39,584,702 Community Building Activities Part II The Bon Secours' Building Healthy Communities Initiative was created in 2008 to lead efforts towards building healthier communities in which each Bon Secours facility serves. Using a multi-level process of community engagement, grassroots advocacy, and strategic partnerships with public or private organizations and individuals, the Bon Secours St. Francis Healthy Community Initiative works to strengthen the assets of the community while identifying needs to ultimately improve the overall health of community residents. Through intense research and asset mapping, the Sterling community was identified as a vulnerable area where this Initiative could work to create positive health outcomes among its residents.The Bon Secours St. Francis Healthy Community Initiative seeks to leverage our health care resources, outreach services and programs, clinical expertise, and relationships to best target the sources of poor health rather than just address the symptoms. Data collected from 2010, measuring the health and environment of Sterling, suggests that the Sterling Community has higher rates of hypertension, chronic illness, and poverty. Furthermore, the community faces high traffic speeds, limited sidewalks or sidewalks in need of repair, limiting opportunity for safe and convenient exercising. Since the start of this initiative and in response to this specific community assessment, the following activities have taken place using the neighborhood and its residents to affect positive health change:Sterling has become home to the first organic community garden, the Odessa Street Community Garden, which is operated by residents. Through this garden development, seniors and residents have engaged in growing their own produce since its inception in 2010. Preliminary plans are underway to add additional gardens to the community and create an Urban Farm on vacant satellite sites that will help create jobs and grow healthy foods that serve Sterling and beyond. Agreements currently exist with two property owners in the community to be farm/co-op sites in 2012.The first phase of a biking/walking trail that sits between our health system and the historic core of the community has been completed, offering residents and safe and convenient place to exercise.Bon Secours St. Francis was able to assist in the restoration of the Sterling Community Center's weight room, which has been transformed into a complete fitness room with cardiovascular and strength training equipment, free and open to the community. Part III, Line 4: Part III, line 2: Bad Debt Expense at cost is computed by applying the cost-to-charge ratio computed on Worksheet 2 to the aggregate bad debt expense for patient accounts recorded in the general ledger. Bad debt expense on the general ledger includes: 1) actual write offs of discounted gross charges where it is determined an uninsured patient can pay and does not pay; and 2) the estimated write offs for uninsured patient accounts with outstanding balances after discount. Estimates are based on historical collection rates.When an uninsured patient is billed for patient care services, the charges are automatically discounted and the patient is requested to only pay the amount after discount. The discount is recorded as an adjustment to gross revenue and is not recorded in bad debt expense. If the balance after discount is not paid or not paid in full, the unpaid amount will be written off to bad debt expense. When a patient remits a payment on an account that has already been written off to bad debt expense, the payment is recorded as a recovery of bad debt, which reduces bad debt expense.Part III, line 3: The organization does not report an estimate for the portion of bad debt expense that may have been likely to qualify for financial assistance under the hospitals charity care policy. The organization takes the position that ample opportunity and assistance is provided to the patient to qualify under the financial assistance policy. If sufficient information is not provided, the organization must assume the patient does not qualify. Part III, Line 8: Part III, Line 6: Medicare allowable costs reflected in Part III come directly from the facility's Medicare cost report. The cost report segregates the total facility actual expenses into costs for support departments, clinical departments (routine and ancillary) and nonreimburseable departments. The cost report uses appropriate statistical bases to "step down" support costs to allowable clinical and nonreimburseable departments. The charges for clinical departments are matched to the total cost for these departments for a cost-to-charge ratio. Medicare-specific allowable costs for in- and outpatient ancillary departments are computed by applying the department-specific cost-to-charge ratio to the Medicare program charges by department. For routine departments, a per diem total cost is computed and applied to Medicare program days for the Medicare routine program cost.Part III, Line 8: The organization feels the total shortfall of Medicare reimbursement compared to computed Medicare allowable costs should be treated as community benefit. The hospital improves access to patient care by providing services regardless of a patients ability to pay or the hospitals ability to receive full cost reimbursement for services. The hospital also relieves the government of a financial burden when it provides care to publically insured patients where reimbursement is less than cost of providing the service. Part III, Line 9b: Part III, Line 9b: The hospital has a written policy that describes collection practices applying to patients that qualify for charity care or financial assistance. If full assistance is approved, no collection efforts are pursued on that patient's account(s). If partial assistance is provided, the patient is responsible for the adjusted account balance and collection efforts will follow the established practices for all patients where a self-pay balance exists. Collection efforts are not pursued on any pending FAP account.Specific criteria exist for how much financial assistance, partial or total, will be provided to the patient based on the assessed need. Criteria is based on Federal Poverty Guidelines and is reviewed and updated annually. Once a patient has been deemed eligible for the Patient Financial Assistance Program (FAP), the patient is notified by letter within 60 days after receipt of the application and supporting documentation. The patient retains eligibility for a period of twelve months from the date of the application. This eligibility is signaled to hospital admissions, billing and collection staff by the assignment of a specific financial class with accompanying eligibility dates. At the end of those twelve months, the patient is responsible for reapplying for FAP eligibility. Part VI, Line 2: Bon Secours St. Francis has participated in local needs assessments of the medically underserved in Greenville County on a quinquennial basis through a collaborative partnership of several local agencies and organizations. The first health care assessment was conducted in 1998. Subsequent assessments since then have reflected successes and critical areas for action. A full report of findings, including over 400 pages of charts, graphs, and slide for the 2008 assessment can be found at http://www.greenvilleforward.com/healthassessment. An additional needs assessment was conducted in 2010, specifically targeting the Sterling Community.BSSFHS is in the planning process with local constituents to complete a more updated needs assessment to debut in approximately 2013. This needs assessment will correlate to the new guidelines imposed by the IRS Notice 2011-52, and will measure carefully identified health indicators to determine the most critical needs in Greenville County. Part VI, Line 3: Patient financial assistance policy is communicated to patients verbally upon scheduling, registration, visible postings of the policy in common areas throughout the hospital, brochures and on Bon Secours website. In addition, patient statements request that patients apply for financial assistance, if needed, once any patient financial obligation is determined.Bon Secours is committed to ensuring access to health care services for all. As a health care provider, Bon Secours treats all patients, whether insured, underinsured or uninsured, with dignity, respect and compassion throughout admission, delivery of services, discharge and billing and collection processes. Bon Secours addresses the needs of the uninsured by providing free or reduced fees on hospital services, community outreach efforts to assist with enrollment in Medicaid and other medical coverage programs, including free community-based preventive and primary care services. Bon Secours proactively screens to identify individuals and their families who may qualify for federal, state or local health insurance programs or the Bon Secours Patient Financial Assistance Program (FAP) and assist the potential eligible patients through the qualification process. Potentially eligible patients that do not qualify for a federal or state health insurance program are referred to the Financial Assistance Coordinator located in Patient Financial Services for assistance in completing the documentation required to establish FAP eligibility. Patients are responsible for providing the information necessary to complete the documentation. The FAP aids uninsured and underinsured patients who do not qualify for government-sponsored health insurance and who communicate their inability to pay for their medical care. The FAP provides 100% financial assistance to uninsured patients with annual family incomes at or below 200% of the Federal Poverty Guidelines (FPG), as adjusted by the Medicare geographic wage index for each community served to reflect that communitys relative cost of living (Adjusted FPG). Adjustments to these guidelines are made in certain States, where applicable. A sliding scale assistance policy is afforded patients that exceed the income guidelines for 100% assistance. Sliding scale assistance is provided to patients and progressively declines in proportion to the patients higher income level. Additionally, all uninsured (i.e. self pay) patients are given a reduction to the amount of the full charges for medically necessary services through a community service adjustment (CSA). The CSA is market adjusted and based on the payment discount received by other health care payers doing business in the community. For these patients, the FAP also sets a maximum annual family payment liability to ensure that no family suffers a catastrophic financial burden to receive necessary health care services. Based on research conducted by the Tax Foundation, a non partisan tax research group based in Washington DC, the maximum annual family liability is based on a sliding scale determined by the family income and size. The standard sliding scale is adjusted by the Medicare geographic wage index of each community served to reflect that community's relative cost of living. All patients are also eligible for a Prompt Pay Discount. In addition, a variety of other potential payment options are available. Bon Secours is dedicated to meeting the needs of non-English speaking patients by having on-site Spanish translators, and other language translation services. In addition, Bon Secours employs a telephone language service which assists in meeting any language needs that arise. The translation services are offered to non-English speaking patients from admission to discharge, including the financial process. Part VI, Line 4: BSSFHS primarily serves Greenville County, which is comprised of approximately 450,000 residents with an 18% population increase over the past decade. Greenville County is the largest county in the state and one of the fastest growing. Conveniently located along Interstate 85 and less than a two-hour drive to Atlanta, Georgia and Charlotte, North Carolina, Greenville County has become a premiere destination for capital investment that totaled approximately $250 million in 2010. Greenville is home to world-class companies such as Lockheed, General Electric, and IBM. Greenville County has announced over $1.1 Billion in new capital investment and 6,195 new jobs in the last five years, while the SC Department of Commerce indicates that Greenville is home to more corporate headquarters than any other region in SC (Greenville Area Development Cooperation, 2011). As of 2010, the median household income for Greenville County is $45,917. 15.3% of residents in Greenville County are in households that fall below the federal poverty guidelines, while 19% of children under the age of 18 live in poverty (US Census). It is estimated that 21% of the population under age 65 are without health insurance (CountyHealthRankings.org). 14.4% are currently using or qualify for Medicare and/or Medicaid. Two specific populations with large growth rates in the county are the senior population, with a 17% growth of residents 60 an older since 2000, and the Hispanic population, with an estimated growth of over 1200% estimated between 1990 and 2013 (Greenville County Health Assessment, 2008).The major health problems plaguing Greenville residents are cardiovascular disease, cancer and stroke. Greenville County data from 2008 indicates an age-adjusted rate of 181.4 (per 100,000) for cancer deaths. State level data from 2008 indicates an age-adjusted rate of 186.3 (per 100,000) for cancer deaths. Prevalence of cardiovascular disease in Greenville County is 5.5%, whereas the state of SC has a prevalence rate of 4.6%. Mortality rates for stoke for Greenville County reached an age-adjusted rate (per 100,00) of 51.6 in 2007, while the state of South Carolina had an age adjusted rate (per 100,000) of 53.3 (State of South Carolina, Department of Health and Environmental Control, Bureau of Community Health and Chronic Disease Prevention, County Chronic Disease Fact Sheet, February 2010).Risk factors that contribute to the incidence of these diseases are also an issue in Greenville County. County level data indicates 20% of Greenville County residents smoke, compared to 22% of South Carolina. Additionally, 26% of Greenville residents are considered obese, less than the approximate 30% by the state (CountyHealthRankings.org). Finally 42% of Greenville County residents have high cholesterol, not significantly different from 43% reflected by the state (State of South Carolina, Department of Health and Environmental Control, Bureau of Community Health and Chronic Disease Prevention, County Chronic Disease Fact Sheet, February 2010).BSSFHS uses these statistics to develop community programming in partnership with local agencies, as well as improve services within the hospital. For example, the Pearlie Harris Breast Health Center, which was granted a full accreditation designation by the National Accreditation Program for Breast Centers (NAPBC), offers free mammograms, breast ultrasounds, breast MRI's and needle biopsies for patients who are unable to pay for these breast procedures with the help of funds received by the Susan G. Komen Foundation. In addition, two full time Breast Health Navigators are available at no cost to patients who have mammogram results indicative of breast cancer, as well as those whose results are abnormal but non-cancerous. They offer emotional support to ensure our patients know all of their options and understand exactly what to expect during their testing and treatment.BSSFHS has several specialty services that are recognized centers of excellence. The first is a fully accredited bone marrow transplant unit that is one of just three programs in South Carolina. In 2010, the unit underwent a major expansion that more than doubled capacity for both inpatient and outpatient services. In 2011, St. Francis oncology rehab program earned STAR certification. The STAR (Survivorship Training and Rehabilitation) Program is a nationally recognized cancer survivorship program that focuses on helping survivors to heal physically and emotionally as well as possible. Based on conventional medicine, like orthopedic and cardiac rehabilitation, the STAR Program utilizes an interdisciplinary approach in which caregivers from different specialties team up to help patients increase strength and energy, alleviate pain and improve daily function and well-being. Also, in 2011, St. Francis was awarded designation as a Center of Excellence for Minimally Invasive Gynecologic Surgery by the American Association of Gynecologic Laparoscopists for the high quality use of minimally invasive techniques such as robotic surgery or single incision laparoscopic surgery. Part VI, Line 6: BSSFHS has an open medical staff with privileges available to all qualified physicians. BSSFHS operates an emergency room at both of its hospitals which provide services 24 hours a day, seven days a week to ensure access to needed emergency care for all persons. In 2010-2011, the health system was driven by the Bon Secours mission to serve the community by the leadership of a governing board that included 15 members, twelve of whom are representative of the community. Additionally, BSSFHS supports several community programs through the Bon Secours mission to be good help to those in need:As part of this mission, BSSFHS provides dedicated staff and services with the sole purpose of measuring the needs of the community and engaging community partners to address the needs. These include the Community Ministries department, the Faith Community Nursing Program, LifeWisetm (a community initiative targeting adults 55 and older), and Open Arms Hospice, a partnership providing the only community Hospice House in the region. The dedicated staff assist in the following programs and also work to build collaborative partnerships in the community.Access to Oral Health Care Program Oral disease is the most common, yet preventable, chronic health problem among children - five times more common than asthma (CDC, Jan. 2005). The BSSFHS Oral Health Services program provides access to oral health care through an integrated service partnership providing a mutually beneficial relationship between businesses, funding agencies, a dental hygiene training program, and a college of dentistry. The St. Francis Mobile Dental Unit provides the opportunity to reach out to outlying portions of the county and reach populations that face multiple barriers to care, including transportation. The fixed sites at the Greenville Free Medical Clinic and the New Horizon Family Dental Care ensure that a range of comprehensive oral health services are available in the community on a sliding fee scale or at no cost for the underserved. During Fiscal Year 2010-2011, the BSSFHS Oral Health Services program was able to conduct 4,358 oral health screenings, hygiene cleanings, and dental restorations to low income adults and children. Screenings and cleanings were provided by Greenville Technical College dental hygiene students through October 2010. The Medical University of South Carolina College of Dentistry joined BSSFHS in December of 2010 to create a new model of service for the Mobile Dental Unit. Under the direct supervision of a licensed dentist (employed by BSSFHS) and credentialed faculty from the Medical University of South Carolina, senior dental students performed limited restorative services to underserved populations in our Greenville communities. This new model also allows Greenville Technical College dental assisting students to work in tandem with the Medical University of South Carolina senior dental students to provide comprehensive oral health prevention and dental services, while receiving hands-on-training experience. Since 2006, the BSSFHS Oral Health Services program has served over 10,900 residents. We continue to grow in the areas of restorative care services, working with new community partners and establishing new community sites to implement programs and services. Care for Families and ChildrenAnnually, BSSFHS provides each family with a 4 year old kindergarten student residing in Greenville County a self-care manual/resource for accessing appropriate health care in Greenville. The self-care guides are purchased from the American Institute of Preventive Medicine (Health at Home) explains common medical issues and provides a decision tree for how to care for the problem at home and how and when to seek appropriate medical care. In 2010-2011, this health literacy project, "A Healthy You", documented a six-month follow-up study concluding that 47% of families surveyed were able to avoid one or more visits to the doctor in the past 6 months because of the Health at Home book (10% said they were able to avoid a visit to the doctor 4-7 times). In addition, 66% of families specified that Health at Home books helped them decide when to see a doctor, and 61% of families thought that the Health at Home books saved them money on medical or health care in the past 6 months.Another way BSSFHS reaches out to families in through financial support of case management of childrens services through Communities in Schools (CIS). CIS works to improve services among high-risk children in Greenville County, and works with seven Title I schools in Greenville County (a school is considered Title I when over 60% of students are eligible for free and reduced lunch). Each school involved in the CIS program works directly with school nurses and additional school staff to identify health-related problems of students and determine the barriers to receiving needed care. Services provided by CIS staff include coordinating the child's health care appointments, accompanying the child to the appointment, age appropriate education during visits and follow-up with the child's family. Particular attention is paid to the parent, child, and staff relationship. Finally, the Center for Developmental Services (CDS) is a local organization that ensures children with special developmental needs and their families are linked with appropriate interventions in a comfortable, convenient and organized manner; parents, siblings, and caregivers are supported throughout their time in the service delivery system. BSSFHS financially supports the Bilingual Support and Hispanic Outreach program administered by CDS. This program assists thousands of Spanish-speaking families in making certain their children with developmental delays and disabilities receive services in a culturally respective and understandable way. From January to October 2011, over 700 Hispanic families received translation services at CDS because of BSSFHS's involvement. Additionally, BSSFHS unveiled a new, state-of-the-art bilingual kiosk in the CDS waiting area. This kiosk links Spanish speaking families to on-line health resources and information that might not otherwise be available in Spanish. On average, 200 health-related sites are visited each month by families using CDS services. The kiosk also offers Spanish-language take-home health materials and a telephone available that immediately links the person United Way's 211 system, Greenville County's comprehensive source for community health and human service assistance.The Faith Community Nursing ProgramIn addition to the volunteer parish nurses and lay health promoters who met the needs of their local congregations, BSSFHS employs three nurses and a licensed social worker, who directly serves and minister to vulnerable populations. These Faith Community nurses and social worker work with organizations throughout Greenville, focusing on the needs of the underserved in local organizations such as Triune Mercy Center, Mercy Housing's Mulberry Court and St. Anthony of Padua Catholic Church. These four individuals keep the community healthy by helping people with major health issues connect to the appropriate resources available in the community with an emphasis on spiritual health.BSSFHS's Faith Community Nursing program is actively involved in strong partnerships that exist with the following local organizations: United Way of Greenville County; New Horizon Family Health Services (a federally-qualified health center); Greenville Free Medical Clinic; Greenville Technical College; Greenville Forward; Greenville County School District; Upstate Homeless Coalition; Mercy Housing; Meals on Wheels; and local churches and universities. These local organizations support BSSFHS to identify community needs, as well as gaps in services and work collaboratively to improve the health and wellness of Greenville County. Part VI, Line 7: Bon Secours Health System, Inc., a Maryland nonprofit, nonstock membership corporation (BSHSI), and all of the other entities that are controlled directly or indirectly by Bon Secours, Inc., a Maryland nonprofit, nonstock membership corporation (BSI) are described collectively as the System. BSI, which is the sole corporate member of BSHSI, has no healthcare operations. The System was organized in June 1983 to fulfill the healthcare mission of the United States Province of the Congregation of the Sisters of Bon Secours of Paris, a congregation of religious women of the Roman Catholic Church founded in France in 1824. The System's activities are in the states of New York, Pennsylvania, Maryland, Virginia, Kentucky, South Carolina, and Florida, each referred to as a local system. The Ministry of BSHSI aids those in need, particularly those who are sick and dying, by offering services that include but are not limited to acute inpatient, outpatient, pastoral, palliative, home health, nursing home, rehabilitative, primary and secondary care and assisted living without regard to race, religion, color, gender, age, marital status, national origin, sexual orientation, or disability. BSHSI's vision to bring about the holistic health of the communities it serves is implemented through its Strategic Quality Plan which provides focus in four goal areas for the current three year period (2010-2012). One of those goals is to partner with communities to co-create a more humane world, improve health and model social justice. To accomplish this, two key strategies are to: - Engage communities to identify needs and assets and building partnerships to improve health and quality of life of a specific population.- Demonstrate sustainable stewardship for healing the earth as a way to improve health and life quality.As a member of the Catholic health ministry and BSHSI, Bon Secours St. Francis Health System, Inc. (BSSFHS) is called to live the teachings and promises of Jesus. The community benefit services provided by BSSFHS include programs and partnership working to improve access to health care and the quality of life and holistic health of the communities served. BSSFHS exists to benefit the people living in the communities it serves. Through all of the services offered to the community, the mission is "to bring compassion to health care and to be good help to those in need, especially those who are poor and dying. As a System of caregivers, we commit ourselves to help bring people and communities to health and wholeness as part of the healing ministry of Jesus Christ and the Catholic Church". BSSFHS shares the BSHSI Vision. "Inspired by the healing ministry of Jesus Christ and the charism of Bon Secours, Bon Secours Health System will be recognized for its leadership in justice, transforming the communities in which we serve and work into places of health and hope, and being a prophetic voice for systemic US health reform and a more humane world". BSSFHS is comprised of two general acute care hospitals (St. Francis - Downtown and St. Francis - Eastside), a physician joint-ventured ambulatory surgery center (Upstate Surgery Center) and leased space in a medical office building at the Millennium campus; all of which are located in Greenville, South Carolina. St. Francis downtown is located in downtown Greenville and has 245 licensed beds, 16 operating rooms and offers a full range of medical/surgical services. Core clinical areas of excellence include cardiology/CV surgery, orthopedics, and general surgery.St. Francis eastside is located in a suburb of Greenville County which is considered a fast growing area in regards to residential growth as well as commercial and business growth. This facility has 93 licensed beds (13 of which are Labor/Delivery/Recovery rooms), an Intermediate NICU and eight operating rooms. Core clinical areas of excellence include OB/GYN, ENT, and orthopedics. The health system operates two emergency departments on opposite sides of the county to ensure that all persons, regardless of their ability to pay, have access to emergency care. Additionally, St. Francis Hospital, Inc. leases approximately 38,000 sq. ft in a medical office building on the Millennium campus for community education, cardiac rehab and diagnostic services.Finally, The Upstate Surgery Center is a physician joint-ventured ambulatory surgery center that is located on the eastside of Greenville County, very close in proximity to St. Francis eastside. This facility has two licensed operating rooms, focusing on ENT and ophthalmology surgical procedures. Reports Filed With States Part VI, Line 7 SC 1 St Francis Hospital Foundation Inc One St Francis Drive Greenville SC 29601 260012031 501(c)(3) 798354 Cost of admin services provided to the Foundation by SFH, Inc. 1 0 X X X X X 1 1 0 0 0 0 0 0 0 Jeff Oak 0 304801 0 69644 0 26258 0 17150 0 31032 0 448885 0 0 Thomas Morris PhD 0 258451 0 70978 0 22137 0 28541 0 12448 0 392555 0 0 Mark Nantz 0 437094 0 328628 0 319362 0 30500 0 25777 0 1141361 0 0 Ronnie Hyatt 323005 0 117458 0 4324 0 46671 0 10764 0 502222 0 0 0 Johnna Reed 186806 0 59337 0 11124 0 7257 0 5581 0 270105 0 0 0 Teresa Ficicchy 228631 0 85902 0 75430 0 39804 0 6656 0 436423 0 32386 0 Patricia Fowler 173959 0 55996 0 2302 0 20210 0 5713 0 258180 0 0 0 Daniel Duggan 0 276156 0 64882 0 23595 17831 0 20871 0 38702 364633 0 0 Mary Jo Cagle 348774 0 127215 0 27774 0 42559 0 18945 0 565267 0 58410 0 Bradley Howard MD 267268 0 45732 0 623 0 0 0 14969 0 328592 0 0 0 Mark Klapperich 227673 0 166 0 216 0 6956 0 14003 0 249014 0 0 0 Nancy Graebner 240366 0 88933 0 2192 0 51092 0 11318 0 393901 0 0 0 Lisa Slayton 193342 0 61242 0 1667 0 24447 0 4338 0 285036 0 0 0 John Shea 0 67836 0 0 0 433221 0 4848 0 5348 0 511253 0 89556 Richard Hanson 0 91580 0 680 0 7762 0 6444 0 2207 0 108673 0 69611 Part I, Lines 4a-b Part I, Lines 4a: Bon Secours Health System, Inc. has system wide severance policies for various levels of executive management. Executive positions throughout the system may include, but are not limited to, CEO/President, CFO, COO, EVP, SVP, VP and Directors. Severance periods vary based on length of service, subsequent employment and violations of the severance policy. Generally, severance periods can be up to 24 months. Benefits may include, but are not limited to, base salary, certain health benefits and payment of unused vacation. The following individual(s) received severance payments during the applicable calendar year: John Shea, $228,582 Part I, Lines 4b: The filing organization participates in a BSHSI sponsored executive retirement program that allows for deposits into additional retirement plans and available only to officers and key employees. The 457F plan is a non-qualified plan and is subject to a minimum three-year service requirement before vesting on deposits are made into this plan. The following individuals received payments in 2011: John Shea - $105,932 Richard Hanson - $71,180 Mary Jo Cagle - $112,931 Teresa Ficicchy - $63,161 Supplemental Information Part III Part I, Line 3: Bon Secours Health System, Inc., a related organization of SFH, Inc., uses the following to establish the compensation of the organization's CEO/Executive Director: Compensation Committee Independent Compensation Consultant Written Employment Contract Compensation Survey or Study Approval by the Board or Compensation Committee Katie Hertwig See Part V 165317 Employment 0 Sch L, Part IV, Business Transactions Involving Interested Persons: (a) Name of Person: Katie Hertwig(b) Relationship Between Interested Person and Organization:Daughter-in-Law of BM Camilla Hertwig Form 990, Part VI, Section A, line 2 Board member Sam B. Phillips and board member David Poole have a business relationship. Form 990, Part VI, Section A, line 6 Bon Secours Health System, Inc. is the sole member of Bon Secours St. Francis Health System, Inc., which in turn is the sole member of SFH, Inc. Form 990, Part VI, Section A, line 7a The governing body of SFH, Inc. is appointed by its member Bon Secours St. Francis Health System, Inc. and subject to approval by Bon Secours Health System, Inc. Form 990, Part VI, Section A, line 7b Certain authorities of SFH, Inc. are reserved to its member or to Bon Secours Health System, Inc. Form 990, Part VI, Section B, line 11 The process the organization uses to review the Form 990 consists of a review by the local system's audit and compliance board-committee and providing the form to the local system board of directors to allow for a thorough review by both before the filing date of July 16, 2012. The local system's audit and compliance committee and board of directors have reviewed the Form 990, scheduled time on meeting agendas, and asked questions regarding the Form 990 before the return is filed July 16, 2012. Form 990, Part VI, Section B, line 12c The organization regularly and consistently monitors compliance with the conflict of interest policy. On an annual basis, all persons subject to the policy, including all officers, directors and key employees are required to make certain disclosures. These include disclosures related to certain personal, financial and organizational relationships that may present a conflict, or the appearance of a conflict of interest with the organization. All disclosures go through a three-part review process: (1) disclosures are reviewed first by the corporate responsibility officer (CRO); (2) a governance team comprised of the CEO, board president, board chair, CRO, and the BSHSI CRO participate in a second review of all disclosures during which recommendations are made as to the resolution of any conflicts or potential conflicts. Depending on the facts and circumstances, resolutions may include ongoing disclosure, recusal or removal of the conflict; and (3) all disclosures and recommendations are reviewed by a board committee (audit and compliance committee reviews the disclosures of management and the governance committee reviews the disclosures of the board and board committee members). Form 990, Part VI, Section B, line 15 The compensation committee of the board of Bon Secours Health System, Inc. (BSHSI) engages in a comprehensive process for the oversight and management of remuneration for executive employees and disqualified parties of the BSHSI. The compensation committee consists of a group of independent board members and engages independent external compensation consultant to ensure they receive appropriate analysis of market and follow the practices necessary to obtain full compliance with the IRS' rebuttable presumption of reasonableness. The committee establishes and maintains a compensation philosophy, reviews pay practices against local, regional and national healthcare organizations and approves all remunerative decisions for this group of individuals. The committee reviews and receives assurances that all levels of pay within the organization are reasonable based on performance and validates incentives are met. These decisions are documented in the BSHSI board of directors and compensation committee minutes. Form 990, Part VI, Section B , Line 15b - Compensation Process Other Officers/ Key Employees: For those key employees and highest paid employees that are not reviewed by the BSHSI compensation committee, the process included a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision. In the review, the positions of other officers or key employees of the organization were compared to similar position market data in comparably situated organizations taking into consideration geographic location and organization size where appropriate. During the review and approval of the compensation, documentation of the decision was recorded in human resources. Form 990, Part VI, Section C, line 19 SFH, Inc. provides any documents open to public inspection upon request. Form 990, Part VII: Hours worked are not tracked on an entity by entity basis. All officer's and director's hours reported on Form 990, Part VII, Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors represent aggregate hours worked per week. Volunteer Board Members are not compensated for their time. Mark Nantz's compensation is paid by Bon Secours Health System, Inc., a related organization. The compensation he receives is for his role as the CEO of Bon Secours St. Francis Health System, which includes direct management, monitoring and oversight of Bon Secours St. Francis Health System and its related organizations. Jeff Oak's compensation is paid by Bon Secours Health System, Inc., a related organization. The compensation he receives is for his role as the Chief Corporate Responsibility and Development Officer of Bon Secours Health System, Inc. Thomas Morris' compensation is from Bon Secours Health System, Inc., a related organization. The compensation he receives is for the role as an SVP of Sponsorship at Bon Secours Health System, Inc. Brother Peter Campbell does not receive payroll distributions as he has taken a vow of poverty. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized gains on investments: 734,329. Transfers to HSO for principal and swap -7,189,727. Distributions from Upstate 627,389. Total to Form 990, Part XI, Line 5: -5,828,009. Physicians' Surgery Center at St Francis LLC One St Francis Drive Greenville SC 29601 No activity SC SFH Inc Bon Secours St Francis Diagnostic Services LLC One St Francis Drive Greenville SC 29601 800520229 No activity SC SFH Inc Bon Secours Health System Inc 1505 Marriottsville Road Marriottsville MD 21104 521301088 Parent Org. - Management Services MD 501(c)(3) 11b Bon Secours Inc 0 Bon Secours St Francis Health System Inc 1 St Francis Drive Greenville SC 296013955 582504528 Local System Parent Org. SC 501(c)(3) 11b Bon Secours Health System Inc 0 St Francis Hospital Foundation Inc 1 St Francis Drive Greenville SC 296013955 260012031 Grant Making Foundation SC 501(c)(3) 7 SFH Inc 1 St Francis Physician Services 1 St Francis Drive Greenville SC 296013955 134290167 Physician Services SC 501(c)(3) 11a Bon Secours St Francis Health System Inc 0 Upstate Surgery Center 1 St Francis Drive Greenville SC 296013955 562186977 Ambulatory Surgery Center SC SFH Inc Related 0 0 0.58090 Health Care Enterprises Inc & Subs 1 St Francis Drive Greenville SC 296013955 571012852 Holding Company SC Bon Secours St Francis Health System Inc C 0 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 Upstate Surgery Center R 627388 Actual Upstate Surgery Center K 90996 Cost St Francis Hospital Foundation Inc B 798354 Actual St Francis Hospital Foundation Inc C 1577378 Actual