2011-11-14T08:51:03-06:00 2010-12-31 DIXON HUGHES GOODMAN LLP 500 RIDGEFIELD COURT ASHEVILLE NC 28806 990 2010-01-01 581454711 METHODIST LE BONHEUR HEALTHCARE METH 9015160543 1211 UNION AVENUE NO 700 MEMPHIS TN 38104 CHRIS MCLEAN 9015160543 2011-11-09 AMY BIBBY 8282542254 2010 2016-02-24 21:20:13Z GARY SHORB 1211 UNION AVENUE NO 700 MEMPHIS TN 38104 146322458 0 X WWW.METHODISTHEALTH.ORG X 1982 TN MANAGEMENT AND SUPERVISION OF AFFILIATED HOSPITALS 23 17 1047 0 993268 0 701948 194991 18114810 113287961 35256899 28707712 116214915 3737425 170288572 145928089 0 965663 0 0 91704840 79451563 0 0 0 53980727 39741852 145685567 120159078 24603005 25769011 790766522 778036497 801849025 791175019 -11082503 -13138522 X METHODIST LE BONHEUR HEALTHCARE, IN PARTNERSHIP WITH ITS MEDICAL STAFFS, WILL COLLABORATE WITH PATIENTS AND THEIR FAMILIES TO BE THE LEADER IN PROVIDING HIGH QUALITY, COST-EFFECTIVE PATIENT AND FAMILY-CENTERED CARE. SERVICES WILL BE PROVIDED IN A MANNER WHICH SUPPORTS THE HEALTH MINISTRIES AND SOCIAL PRINCIPLES OF THE UNITED METHODIST CHURCH TO BENEFIT THE COMMUNITIES WE SERVE. 0 0 3289364 965663 113397303 AT METHODIST LE BONHEUR HEALTHCARE, WE TAKE OUR MISSION SERIOUSLY AND ARE COMMITTED TO GIVING BACK TO THE COMMUNITY IN A MEANINGFUL WAY. WE CONTINUE TO BE THE LARGEST PROVIDER OF TENNCARE SERVICES IN THE STATE, AND OUR FACILITIES SERVE ALL AREAS OF THE CITY AND COUNTY. AS A FAITH-BASED INSTITUTION, ACCESS TO HEALTHCARE FOR ALL OF THE COMMUNITY IS IMPORTANT TO US. PLEASE SEE OUR EXTENDED DESCRIPTION OF PROGRAM SERVICE ACCOMPLISHMENTS IN SCHEDULE O. 3289364 1 1 0 0 0 0 0 0 0 1 1 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 1 189 0 1 1047 1 1 1 0 0 0 0 0 0 0 0 0 X 23 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 X X X SUE WAUGH 9015160656 1211 UNION AVE MEMPHIS TN 38104 RONALD A BELZ 2.00 X X 0 0 0 LUKE YANCY 2.00 X X 0 0 0 SHIRLEY RAINES 2.00 X X 0 0 0 ED ROBERSON 2.00 X 0 0 0 REV VICTORIA BALDWIN 2.00 X 0 0 0 DAVID BECKLEY PHD 2.00 X 0 0 0 REV HARRY DURBIN SR 2.00 X 0 0 0 CHADD DURRETT JR 2.00 X 0 0 0 BILL EVANS 2.00 X 0 0 0 ALAN GRAF JR 2.00 X 0 0 0 KENT INGRAM 2.00 X 0 0 0 DENNIS SPENCE 2.00 X 0 0 0 HARRY A JOHNSON III 2.00 X 0 0 0 REV CHESTER JONES 2.00 X 0 0 0 MARY JO KIRPATRICK 2.00 X 0 0 0 MARY MEDFORD 2.00 X 0 0 0 JACKSON MOORE 2.00 X 0 0 0 BEVERLY ROBERTSON 2.00 X 0 0 0 EMBRA JACKSON 2.00 X 0 0 0 DAVID STEVENS 2.00 X 0 0 0 RONALD STIMPSON 2.00 X 0 0 0 CARTER TOWNE MD 2.00 X 0 0 0 JOSE 'VELAZ' QUEZ 2.00 X 0 0 0 STEVE WISHNIA 2.00 X 0 0 0 GARY SHORB 50.00 X X 1562461 0 618501 CHRIS MCLEAN 50.00 X 677389 0 150217 DONNA ABNEY 50.00 X 608744 0 188014 JERRY MALIOT 50.00 X 545093 0 70541 SUSAN THURMOND 50.00 X 543322 0 174675 STEVE WEST 50.00 X 452755 0 96574 GEORGE MAYZELL 50.00 X 442108 0 110335 ANDREW FOWLER 50.00 X 436814 0 109446 DAVID BAYTOS 50.00 X 434357 0 112488 CAROL ROSS-SPANG 50.00 X 398025 0 112884 CATO JOHNSON 50.00 X 394543 0 97984 ALEXANDER MACGREGOR 50.00 X 388522 0 97757 LYNN FIELD 50.00 X 239991 0 50487 GARY GUNDERSON 50.00 X 221962 0 84678 WILLIAM BREEN JR 50.00 X 209154 0 39024 DONNA HERRIN GRIFFITH 50.00 X 183756 0 6030 EDWARD RAFALSKI 50.00 X 157899 0 25200 LARRY SPRATLIN 50.00 X 0 344535 61398 ELIZABETH OSTRIC 50.00 X 307116 0 36800 MICHAEL NESBIT 50.00 X 278199 0 59897 LARRY FOGARTY 50.00 X 276655 0 61142 DAVID ROSENBAUM 50.00 X 248693 0 46789 MICHELLE COLLIS 50.00 X 213795 0 48488 9221353 344535 2459349 98 0 1 0 CS2 ADVERTISING 400 UNION AVE MEMPHIS TN 38103 ADVERTISING SERVICE 1069640 TODAYCARE LLC 810 BROADWAY STE 105 NASHVILLE TN 37203 CHILDCARE SERVICES 908531 OR NURSES INC 9037 POPLAR AVE STE 103A GERMANTOWN TN 38138 NURSING SERVICES 708434 BELZ INVESTCO GP PO BOX 3661 MEMPHIS TN 38173 LEASE SERVICES 694091 MANGAN HOLCOMB PARTNERS 2300 COTTONDALE LN STE 300 LITTLE ROCK AR 72202 PRINTING SERVICES 644503 22 85679 109312 194991 AFFILIATE MANAGEMENT 900099 114355416 114355416 INVESTMENT IN SUBSIDIA 900099 -1067455 -1067455 113287961 9229575 161314 9068261 469075 469075 469075 469075 19872506 394369 19872506 -394369 19478137 19478137 MISCELLANEOUS REVENUE 900099 3159008 831954 2327054 HEALTHSOUTH REVENUES 900099 109342 109342 3268350 145928089 113397303 993268 31342527 965663 965663 7893895 7893895 55728476 8310076 47418400 4080930 4080930 7633606 1169367 6464239 4114656 753376 3361280 403464 403464 67614 1414 66200 457503 457503 12590208 141391 12448817 2693212 2215 2690997 13526282 7357105 6169177 8784792 8784792 3897809 468510 3429299 525459 88213 437246 383486 131654 251832 172780 15669 157111 14671582 256879 14414703 378013 18507 359506 RECRUITMENT 378171 378171 EXPENSE TRANSFERS -19188523 -16390675 -2797848 120159078 3289364 116869714 0 999 10 23989713 24727500 67366 68141 1616078 2228608 141195594 91274560 60252740 49921034 582639856 612063104 55519899 62026919 3973635 9333990 62706236 17667191 790766522 778036497 86635090 94065788 546590591 522780000 4252629 3087691 164370715 171241540 801849025 791175019 X -11082503 -13138522 -11082503 -13138522 790766522 778036497 X 25769011 -27825030 X X 0 1 1 X 1 1 X X X 0 0 0 METHODIST HEALTHCARE-MEMPHIS HOSPITALS 620479367 3 1 1 1 109320482 METHODIST HEALTHCARE-FAYETTE HOSPITAL 620862334 3 1 1 1 834576 METHODIST HEALTHCARE COMMUNITY CARE ASSOCIATES 621403517 9 1 1 1 943238 ALLIANCE HEALTH SERVICES INC 620841121 9 1 1 1 1374000 METHODIST EXTENDED CARE HOSPITAL INC 621518342 3 1 1 1 1365696 METHODIST HEALTHCARE PRIMARY CARE ASSOCIATES 582078931 9 1 1 1 0 6 113837992 SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: THE ORGANIZATION PROVIDES SUPPORT FOR ITS SUPPORTING ORGANIZATION BY PROVIDING EXPENSE REIMBURSEMENTS AND MANAGEMENT OVERSIGHT. THE AMOUNTS PRESENTED ON PART I, LINE 11(H) AS SUPPORT ARE THE VALUES OF EXPENSE REIMBURSEMENTS PROVIDED TO THE VARIOUS ORGANIZATIONS FOR THE YEAR. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 1 457503 457503 0 EXPLANATION OF OTHER LOBBYING ACTIVITIES: PART II-B, LINE 1I: THE ORGANIZATION MADE PAYMENTS TO VARIOUS LOBBYING ORGANIZATIONS THROUGHOUT THE YEAR TO ENGAGE IN LOBBYING ACTIVITIES ON ITS BEHALF. TOTAL AMOUNTS PAID FOR LOBBYING EQUALLED $457,503. SPECIFIC AMOUNTS USED TO ENGAGE IN EACH OF THE ACTIVITIES IN LINE 1C-I IS UNKNOWN, AS THEY WERE PERFOMRED BY THIRD PARTIES. 13195283 13195283 4623152 2639941 1983211 2855215 2457310 397905 118978522 86177309 32801213 1543422 1543422 49921034 HEDGE FUND OF FUNDS-LONG/SHORT EQUITY 42223011 F PRIVATE REAL ESTATE COMINGLED FUNDS 19803908 F 62026919 DUE FROM AFFILIATES 9333990 C 9333990 OTHER ASSETS 14396061 OTHER RECEIVABLES 3271130 17667191 ACCRUED PENSION EXPENSE 119906372 SWAP MARKET VALUE 49186883 OTHER LIABILITIES 1848335 INVESTMENT IN HEALTHCHOICE 299950 171241540 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATION CONSOLIDATES ITS AUDIT WITH ITS SUBSIDIARIES. THE FOLLOWING STATEMENT REFLECTS THE FIN 48 FOOTNOTE OF THE CONSOLIDATED GROUP. THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE SYSTEM AND ALL OF THE NONPROFIT AFFILIATES FOR WHICH THE SYSTEM OR ITS BOARD OF DIRECTORS IS CONTROLLING MEMBER ARE EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(A) AS ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3). AS QUALIFIED TAX-EXEMPT ORGANIZATIONS, THE SYSTEM'S NONPROFIT AFFILIATES MUST OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THEIR TAX-EXEMPT STATUS. INCOME TAX FROM THE OPERATIONS OF THE SYSTEM'S WHOLLY OWNED FOR-PROFIT SUBSIDIARY, AMBULATORY OPERATIONS, INC., AND ITS SUBSIDIARIES IS NOT SIGNIFICANT. THE SYSTEM APPLIES FASB ASC TOPIC 740 (TOPIC 740), ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. TOPIC 740 CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAX POSITIONS AND PROVIDES GUIDANCE ON WHEN TAX POSITIONS ARE RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND HOW THE VALUES OF THESE POSITIONS ARE DETERMINED. THERE HAS BEEN NO IMPACT ON THE SYSTEM'S COMBINED FINANCIAL STATEMENTS AS A RESULT OF TOPIC 740. 1 AMERICAN CANCER SOCIETY 1378 UNION AVE MEMPHIS TN 381043623 131788491 501(C)(3) 20050 N/A N/A GENERAL SUPPORT AMERICAN FOOTBALL COACHES ASSOCIATION 100 LEGENDS LN WACO TX 767061243 020232424 501(C)(3) 25000 N/A N/A GENERAL SUPPORT AMERICAN HEART ASSOCIATION PO BOX4002900 DES MOINES TN 503402900 135613797 501(C)(3) 16236 N/A N/A GENERAL SUPPORT LIBERTY BOWL FESTIVAL ASSOCIATION 3767 NEW GETWELL RD MEMPHIS TN 381186013 626064769 501(C)(4) 5000 N/A N/A GENERAL SUPPORT APRIL 4TH FOUNDATION PO BOX 3267 MEMPHIS TN 38173 621843078 N/A 16220 N/A N/A GENERAL SUPPORT CAMPBELL FOUNDATION 1400 S GERMANTOWN RD GERMANTOWN TN 381382205 620548038 501(C)(3) 37465 N/A N/A GENERAL SUPPORT CHICKASAW COUNCIL 171 S HOLLYWOOD MEMPHIS TN 381124899 626249663 501(C)(3) 5000 N/A N/A GENERAL SUPPORT CHRISTIAN MEDICAL AND DENTAL ASSOCIATION 2023 W HOUSTON WAY GERMANTOWN TN 381396933 621867977 501(C)(3) 5000 N/A N/A GENERAL SUPPORT CYSTIC FIBROSIS FOUNDATION 6555 QUINCE RD STE 104 MEMPHIS TN 381198220 620851705 501(C)(3) 7500 N/A N/A GENERAL SUPPORT FIRSTWORKS 3276 SUMMER AVE MEMPHIS TN 38122 621365428 501(C)(3) 5000 N/A N/A GENERAL SUPPORT GREATER MEMPHIS CHAMBER OF COMMERCE 22 N FRONT ST STE 200 MEMPHIS TN 381032100 620291250 501(C)(6) 25000 N/A N/A GENERAL SUPPORT BILL HASLEM INAUGURAL 1701 WEST END AVE STE 300 NASHVILLE TN 372032610 N/A 7500 N/A N/A GENERAL SUPPORT HEALTHY MEMPHIS 3175 LENOX PARK BLVD STE 309 MEMPHIS TN 381154291 621820264 501(C)(3) 25000 N/A N/A GENERAL SUPPORT SUSAN G KOMEN FOR THE CURE 6685 POPLAR AVE STE 205 GERMANTOWN TN 381383698 751835298 501(C)(3) 34159 N/A N/A GENERAL SUPPORT LEADERSHIP ACADEMY 22 N FRONT ST STE 500 MEMPHIS TN 381032156 581607228 501(C)(3) 10000 N/A N/A GENERAL SUPPORT LEADERSHIP MEMPHIS 119 S MAIN ST STE 425 MEMPHIS TN 381033673 621043517 501(C)(3) 9652 N/A N/A GENERAL SUPPORT WOUND OSTOMY AND CONTINENCE NURSES MEMPHIS AREA 5700 MASON RD MEMPHIS TN 381201846 261326171 501(C)(6) 10000 N/A N/A GENERAL SUPPORT MEMPHIS BIOWORKS FOUNDATION 20 S DUDLEY STE 900 MEMPHIS TN 381034904 621858660 501(C)(3) 50000 N/A N/A GENERAL SUPPORT MEMPHIS BOTANIC GARDENS 750 CHERRY RD MEMPHIS TN 381174608 237159172 501(C)(3) 10000 N/A N/A GENERAL SUPPORT MEMPHIS JEWISH COMMUNITY CENTER 6560 POPLAR AVE MEMPHIS TN 381383614 620481800 501(C)(3) 25000 N/A N/A GENERAL SUPPORT NATIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE 4805 MOUNT HOPE DR BALTIMORE MD 21215 131084135 501(C)(3) 15300 N/A N/A GENERAL SUPPORT MEMPHIS THEOLOGICAL SEMINARY 168 E PARKWAY S MEMPHIS TN 381044340 626012228 501(C)(3) 5000 N/A N/A GENERAL SUPPORT MEMPHIS TOMORROW 22 N FRONT ST STE 670 MEMPHIS TN 381032168 621867308 501(C)(3) 25000 N/A N/A GENERAL SUPPORT MID SOUTH MINORITY BUSINESS 158 MADISON AVE STE 300 MEMPHIS TN 381032682 621198163 501(C)(3) 78950 N/A N/A GENERAL SUPPORT NATIONAL ASSOCIATION OF HEALTH SERVICE EXECUTIVES 1050 CONNECTICUT AVE NW 10TH FL WASHINGTON DC 200365334 621312239 501(C)(3) 25000 N/A N/A GENERAL SUPPORT NATIONAL CIVIL RIGHTS MUSEUM 450 MULBERRY ST MEMPHIS TN 381034214 581484027 501(C)(3) 60000 N/A N/A GENERAL SUPPORT PEERLESS PRINTING COMPANY 2896 WALNUT GROVE RD MEMPHIS TN 381112714 N/A 5070 N/A N/A GENERAL SUPPORT MEMPHIS MUSEUMS INC (PINK PALACE) 3050 CENTRAL AVE MEMPHIS TN 381113399 620801926 501(C)(3) 5000 N/A N/A GENERAL SUPPORT REBUILD GOVERNMENT 22 N FRONT ST STE 670 MEMPHIS TN 381032168 N/A 75000 N/A N/A GENERAL SUPPORT SHELBY FARMS PARK CONSERVANCY 500 N PINE LAKE DR MEMPHIS TN 381347970 260350397 501(C)(3) 51500 N/A N/A GENERAL SUPPORT SOUTHWEST TN COMMUNITY COLLEGE FOUNDATION 5983 MACON CV MEMPHIS TN 381347642 621105769 501(C)(3) 100000 N/A N/A GENERAL SUPPORT ST JOHNS UNITED METHODIST CHURCH 1207 PEABODY AVE MEMPHIS TN 381044507 501(C)(3) 9450 N/A N/A GENERAL SUPPORT TEACH FOR AMERICA ONE COMMERCE SQ STE 1190 MEMPHIS TN 381032500 620544854 501(C)(3) 10000 N/A N/A GENERAL SUPPORT UNITED METHODIST NEIGHBORHOOD PO BOX 111348 MEMPHIS TN 381111348 620794812 501(C)(3) 5000 N/A N/A GENERAL SUPPORT UNIVERSITY OF MEMPHIS FOUNDATION ONE N FRONT ST MEMPHIS TN 381032189 626048540 501(C)(3) 6400 N/A N/A GENERAL SUPPORT VANDERBILT UNIVERSITY 501 OXFORD HOUSE NASHVILLE TN 372324632 620476822 501(C)(3) 19000 N/A N/A GENERAL SUPPORT VANDERBILT UNIVERSITY MEDICAL SCHOOL 501 OXFORD HOUSE NASHVILLE TN 372324632 620476822 501(C)(3) 19000 N/A N/A GENERAL SUPPORT 30 7 X X 1 1 X X X X 0 1 0 0 0 0 0 1 0 GARY SHORB 786833 0 429991 0 345637 0 607274 0 11227 0 2180962 0 318274 0 CHRIS MCLEAN 454106 0 189193 0 34090 0 136949 0 13268 0 827606 0 30579 0 DONNA ABNEY 397983 0 177680 0 33081 0 178428 0 9586 0 796758 0 26670 0 JERRY MALIOT 343008 0 110292 0 91793 0 57711 0 12830 0 615634 0 82163 0 SUSAN THURMOND 364226 0 138508 0 40588 0 169149 0 5526 0 717997 0 32602 0 STEVE WEST 309104 0 120489 0 23162 0 83970 0 12604 0 549329 0 16045 0 GEORGE MAYZELL 333135 0 103358 0 5615 0 97624 0 12711 0 552443 0 0 0 ANDREW FOWLER 266846 0 105362 0 64606 0 99911 0 9535 0 546260 0 60719 0 DAVID BAYTOS 302718 0 114701 0 16938 0 99893 0 12595 0 546845 0 12715 0 CAROL ROSS-SPANG 268471 0 105199 0 24355 0 100366 0 12518 0 510909 0 19054 0 CATO JOHNSON 248806 0 102864 0 42873 0 88539 0 9445 0 492527 0 36581 0 ALEXANDER MACGREGOR 301294 0 76855 0 10373 0 87969 0 9788 0 486279 0 0 0 LYNN FIELD 192729 0 44658 0 2604 0 41307 0 9180 0 290478 0 0 0 GARY GUNDERSON 155201 0 64340 0 2421 0 55142 0 29536 0 306640 0 0 0 WILLIAM BREEN JR 162613 0 45000 0 1541 0 33686 0 5338 0 248178 0 0 0 DONNA HERRIN GRIFFITH 31800 0 17825 0 134131 0 6030 0 0 0 189786 0 35114 0 EDWARD RAFALSKI 127388 0 29743 0 768 0 20170 0 5030 0 183099 0 0 0 LARRY SPRATLIN 0 228432 0 56207 0 59896 0 52028 0 9370 0 405933 0 56604 ELIZABETH OSTRIC 264514 0 42602 0 0 0 28629 0 8171 0 343916 0 0 0 MICHAEL NESBIT 219674 0 47372 0 11153 0 47632 0 12265 0 338096 0 9552 0 LARRY FOGARTY 216813 0 50242 0 9600 0 48889 0 12253 0 337797 0 8572 0 DAVID ROSENBAUM 181157 0 42864 0 24672 0 37647 0 9142 0 295482 0 20903 0 MICHELLE COLLIS 160960 0 39780 0 13055 0 37123 0 11365 0 262283 0 10813 0 PART I, LINE 1A DUES TO SOCIAL CLUBS ARE PROVIDED FOR CERTAIN EMPLOYEES. THE PERSONAL USE OF SUCH FACILITIES ARE INCLUDED IN THE EMPLOYEE'S TAXABLE INCOME. A HOUSING ALLOWANCE IS PROVIDED TO ONE CLERGYMAN FOR MINISTERIAL SERVICES PROVIDED TO PATIENTS AND THEIR FAMILIES. THIS AMOUNT IS INCLUDED IN BOX 14 OF THE EMPLOYEE'S W-2. PART I, LINE 4B THE PURPOSE OF THE METHODIST LE BONHEUR HEALTHCARE CONSOLIDATED EXECUTIVE DEFERRED COMPENSATION PLAN IS TO PROVIDE RETIREMENT BENEFITS FOR CERTAIN EXECUTIVE LEVEL EMPLOYEES IN ADDITION TO THE BENEFITS PROVIDED THROUGH THE OTHER RETIREMENT PLANS THAT ARE SPONSORED BY THE COMPANY. IT IS INTENDED THAT THIS PLAN COMPLY WITH INTERNAL REVENUE CODE SECTION 457(F) AND QUALIFY FOR THE SHORT TERM DEFERRAL EXCEPTION TO CODE SECTION 409A. UNDER THE PLAN, CORPORATE EXECUTIVES AT OR ABOVE THE VICE PRESIDENT LEVEL ARE ELIGIBLE TO RECEIVE EXECUTIVE DEFERRED COMPENSATION CREDITS DEPENDING ON THEIR POSITION CLASSIFICATION [6%,8%,10%,12% OF BASE SALARY]. EACH PLAN YEAR, THE EXECUTIVE MUST ELECT A DEFERRED VESTING DATE TO BE APPLIED TO THE DEFERRED COMPENSATION CREDIT THAT WILL BE EARNED IN THAT PLAN YEAR. THE DEFERRED VESTING DATE IS SUBJECT TO A VESTING SCHEDULE THAT REQUIRES A MINIMUM DEFERRAL OF 5 YEARS TO BECOME VESTED. UPON REACHING AGE 55, THE MINIMUM DEFERRAL IS REDUCED TO 3 YRS. UPON REACHING AGE 60, THE MINIMUM DEFERRAL IS REDUCED TO 2 YRS. AT AGE 64, A CASH EQUIVALENT IS PROVIDED TO THE EXECUTIVE AND NO ADDITIONAL DEFERRALS ARE MADE UNDER THIS PLAN. THE PLAN IS UNFUNDED WITH ALL BENEFITS PAID FROM THE COMPANY'S GENERAL ASSETS. HOWEVER, THE EXECUTIVE IS ALLOWED TO DIRECT THE INVESTMENTS OF HIS DEFERRED COMPENSATION CREDIT IN A MENU OF INVESTMENT ALTERNATIVES MADE AVAILABLE BY THE COMPANY. UPON VESTING, A DISTRIBUTION IS PROVIDED LESS THE APPLICABLE TAX. IN THE CASE OF A VOLUNTARY TERMINATION OF EMPLOYMENT BY THE EXECUTIVE OR INVOLUNTARY TERMINATION OF EMPLOYMENT FOR CAUSE BY THE COMPANY, THE NON-VESTED FUNDS ARE FORFEITED. ACCELERATED VESTING (100%) IS ALLOWED UPON DEATH, DISABILITY OR AN INVOLUNTARY TERMINATION BY THE COMPANY WITHOUT CAUSE. ALLOCATIONS TO THE PLAN FOR 2010 INCLUDE THE FOLLOWING: GARY SHORB - $ 94,398 CHRISTOPHER MCLEAN - 52,527 DONNA ABNEY - 47,363 SUSAN THURMOND - 43,707 STEVE WEST - 37,117 ANDREW FOWLER - 32,022 DAVID BAYTOS - 35,949 CAROL ROSS-SPANG - 32,057 CATO JOHNSON - 18,645 LARRY SPRATLIN - 18,263 MICHAEL NESBIT - 17,320 LARRY FOGARTY - 17,086 MICHELLE COLLIS - 12,877 PART I, LINE 7 THE MANAGEMENT INCENTIVE PLAN INTENDS TO REWARD MANAGEMENT FOR THE ACHIEVEMENT OF PERFORMANCE AGAINST A PRE-ESTABLISHED SET OF BALANCED AND CHALLENGING GOALS. THE PLAN ALSO INCLUDES A PROVISION THAT DEFERS VESTING OF A PORTION OF THE AWARD SUBJECT TO CONTINUED EMPLOYMENT (WITH A SUBSTANTIAL RISK OF FORFEITURE) TO ENCOURAGE RETENTION OF EXECUTIVES. THIS PLAN IS REVIEWED BY AN EXTERNAL THIRD-PARTY CONSULTANT. THE HEALTH EDUCATIONAL & HOUSING FACILITY BOARD OF THE COUNTY OF SHELBYTN 521283414 821697VM8 2004-09-15 161400000 ADVANCE REFUNDING, CAPITAL ACQUISITION 0 0 0 THE HEALTH EDUCATIONAL & HOUSING FACILITY BOARD OF THE COUNTY OF SHELBYTN 521283414 821697VN6 2004-09-15 89000000 CAPITAL ACQUISITION 0 0 0 THE HEALTH EDUCATIONAL & HOUSING FACILITY BOARD OF THE COUNTY OF SHELBYTN 521283414 821697ZK8 2008-06-12 270000000 CURRENT REFUNDING, CAPITAL ACQUISITION 0 0 0 THE HEALTH EDUCATIONAL & HOUSING FACILITY BOARD OF THE COUNTY OF SHELBYTN 521283414 821697YF0 2008-06-12 112198412 CURRENT REFUNDING 0 0 0 6830000 130655000 165305362 15884267 147057179 2586587 6941323 3689402 2005 0 1 1 1 81875000 90858489 2596094 779734 3792993 80597104 2005 0 0 1 1 271497597 10068037 1355713 10279010 187388948 65615000 2010 1 0 1 1 18755000 113042852 11681722 964513 100014058 1998 1 0 1 1 0 0 0 0 1 0.00000 0.00000 0.00000 1 0 0 1 0 1 0.00000 0.00000 0.00000 1 0 0 1 0 1 0.00640 0.00000 0.00640 1 0 0 0 0 1 0.00000 0.00000 0.00000 1 0 0 1 JP MORGAN CHASE NA 16.600000000000 1 0 0 0 0 0 0 1 JP MORGAN CHASE NA 13.600000000000 0 0 0 0 0 0 1 1 JP MORGAN CHASE NA 30.400000000000 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE K, PART II, LINE 3: AMOUNTS REPORTED ON LINE 3 INCLUDE INVESTMENT EARNINGS ON BOND PROCEEDS. SCHEDULE K, PART II, LINE 11: OTHER SPENT PROCEEDS REPRESENTS AMOUNTS USED TO CURRENTLY REFUND PRIOR ISSUES. BELZ INVESTCO GP OWNED IN PART BY BOARD MEMBER RONALD BELZ 694091 PROPERTY LEASE AND RENTAL 0 CONTINUATION OF PROGRAM SERVICE ACCOMPLISHMENTS: FORM 990, PART III, LINE 4A: METHODIST LE BONHEUR HEALTHCARE PROVIDES OVER $135 MILLION OF NET COMMUNITY BENEFIT EXPENSE TO CHARITY, MEDICAID, TENNCARE, MEDICAL EDUCATION, AND COMMUNITY SERVICES. NET COMMUNITY BENEFIT EXPENSE IS CALCULATED USING A STANDARD APPROACH AS REQUIRED FOR GOVERNMENT BENEFIT REPORTING. METHODIST HEALTHCARE FOUNDATION FUNDING THE METHODIST HEALTHCARE FOUNDATION, THE PHILANTHROPIC ARM OF METHODIST HEALTHCARE, RAISES AND MANAGES CHARITABLE FUNDS TO SUPPORT THE MISSION AND VISION OF METHODIST HEALTHCARE. THE FOUNDATION SUPPORTS METHODIST HEALTHCARE IN ITS CONTINUING MISSION TO PROVIDE HIGH QUALITY, COST-EFFECTIVE HEALTHCARE IN THE COMMUNITIES WE SERVE THROUGH PROVIDING NEW RESEARCH, SUPPORT CLINICAL INITIATIVES AND PROVIDE MUCH NEEDED CAPITAL SUPPORT. METHODIST HEALTHCARE FOUNDATION MISSION STATEMENT: THE FOUNDATION SUPPORTS THE LIFE OF METHODIST LE BONHEUR HEALTHCARE BY INVITING COMMUNITY PHILANTHROPIC PARTNERS TO INVEST IN THE PARTS OF OUR MISSION THAT DEMAND ENHANCEMENTS IN RESEARCH, FACILITY OR PROGRAMS. THE FOUNDATION INVITES ITS PARTNERS TO BUILD THE CAPACITY OF THE HEALTHCARE SYSTEM BY COMMUNICATING THE BOLD FAITH OF OUR FOUNDERS AND EXPANSIVE VISION OF A MORE FULL AND HEALTHY LIFE FOR THE COMMUNITIES WE SERVE. IN 2010, THE METHODIST HEALTHCARE FOUNDATION RAISED OVER $6 MILLION AND GAVE BACK OVER $10 MILLION TOWARDS A VARIETY OF AREAS INCLUDING EDUCATION, RESEARCH, SCHOLARSHIPS, GRANTS, AND EQUIPMENT. PHILANTHROPY IS KEY FOR COMMUNITY-BASED METHODIST HEALTHCARE, AND THE FOUNDATION IS TRULY THE SPIRIT OF METHODIST HEALTHCARE. IN ORDER TO STRENGTHEN CLINICAL INITIATIVES THROUGHOUT THE METHODIST HEALTHCARE SYSTEM, THE METHODIST HEALTHCARE FOUNDATION AWARDS GRANTS FOR PROGRAMS AND RESEARCH PROJECTS THAT FIT THE MISSION AND GOALS OF METHODIST HEALTHCARE. THE GRANTS PROVIDE SUPPORT FOR WORK CONDUCTED IN AREAS OF MOST INTEREST, SPECIFICALLY: NEUROSCIENCE, TRANSPLANT, CANCER, PATIENT SAFETY, QUALITY OF CARE AND NURSING EXCELLENCE AND EDUCATION. THE GRANTS APPROVED BY THE METHODIST HEALTHCARE FOUNDATION BOARD OF DIRECTORS IN 2010 INCLUDE: - PHARMACOKINETICS OF MERCURY IN EXTREMELY LOW BIRTH WEIGHT INFANTS AFTER CO-TRANSFUSION WITH PACKED RED BLOOD CELLS (MOHAMAD ELABIAD, MD - $3,690) - FEASIBILITY STUDY OF THE USE OF SPECIAL SPECIMEN COLLECTION KIT TO IMPROVE LYMPH NODE YIELD DURING SURGICAL RESECTION OF NON-SMALL CELL LUNG CANCER (RAYMOND OSAROGIAGBON, MD) - PATHOLOGIC EXAMINATION OF RESECTED LUNG CANCER: A PILOT STUDY TO IMPROVE STAGING (ROBERT RAMIREZ, DO - $30,000) - USE OF REPEAT ENDOTRACHEAL ASPIRATES TO GUIDE ANTIBIOTIC DURATION IN CRITICALLY-ILL PATIENTS WITH PNEUMONIA (CHRIS FINCH, PHARM.D. - $5,000) THE METHODIST FOUNDATION AWARDS COLLEGE SCHOLARSHIPS TO CHILDREN AND DEPENDENTS OF ASSOCIATES WHO PLAN TO PURSUE A CAREER IN A HEALTH- RELATED FIELD OF STUDY. IN 2010, THE METHODIST FOUNDATION PRESENTED 18 SCHOLARSHIPS TOTALING $21,000. THE METHODIST FOUNDATION HAS ESTABLISHED THE HUMANITARIAN FUND WHICH HELPS ASSOCIATES IN TIMES OF AN EMERGENCY. IN 2010, $460,000 WAS RAISED DURING THE ASSOCIATE ANNUAL FUND CAMPAIGN. THE MAJORITY OF THOSE FUNDS ASSISTED ASSOCIATES IN TIMES OF FIRE, CRIME OR SERIOUS ILLNESS OF A FAMILY MEMBER. LE BONHEUR FOUNDATION FUNDING THE LE BONHEUR FOUNDATION DISTRIBUTED $25 MILLION WHICH WAS USED FOR CONSTRUCTION OF THE NEW HOSPITAL AND VARIOUS RENOVATIONS AND EQUIPMENT. THE LE BONHEUR FOUNDATION ALSO FUNDED A NUMBER OF RESEARCH PROJECTS. THE GRANTS FUNDED IN 2010 INCLUDED: - TRANSCRIPTION REGULATORS OF AZOLE TOLERANCE IN C. ALBICANS - $5,000 - FGF-23 AND CARDIOVASCULAR DISEASE IN CHILDREN WITH CKD - $14,000 - SERIAL MEASUREMENT OF BIOMARKERS IN IGA NEPHROPATHY - $15,000 - EXPRESSION STUDIES IN SUBJECTS WITH 15Q INTESTINAL DUPLICATION - $5,000 - ETIOLOGY, PROGNOSIS AND INFLAMMATORY MARKERS IN PEDIATRIC PNEUMONIA - $5,000 - QUANTIFYING THE CELLULAR IMMUNE RESPONSE TO RESPIRATORY SYNCTICAL VIRUS INFECTION - $25,000 - THE ROLE OF CD151-INTEGRIN A3B1 COMPLEX IN RENAL TUBULOGENESIS AND FUNCTION - $11,000 - STRETCH-ACTIVATED ION CHANNELS REGULATE INFLAMMATORY MEDIATOR RELEASE IN THE LUNG - $25,000 THE TOP THREE PROGRAM SERVICES ARE LISTED BELOW: METHODIST HOSPICE RESIDENCE - TOTAL CALENDAR YEAR EXPENSES OF $4,751,000, NO GRANTS, TOTAL CALENDAR YEAR REVENUE OF $723,540. THE HOSPICE RESIDENCE WILL BE A $9 MILLION, 30-BED FREE-STANDING FACILITY ON SIX ACRES THAT PROVIDES RESIDENTIAL HOSPICE CARE FOR THOSE PATIENTS WHO CANNOT STAY IN THEIR HOMES AT THE END OF THEIR LIVES. THE FACILITY WILL CONTAIN A LARGE "LIVING ROOM", FAMILY RECHARGE AREAS AND LOVELY GARDENS THAT CAN BE ACCESSED BY ALL PATIENT ROOMS. IT WILL BE PART OF METHODIST ALLIANCE HOSPICE, A 501C(3) ORGANIZATION (EIN 62-0841121, DIVISION OF METHODIST LE BONHEUR HEALTHCARE). SINCE 1979, METHODIST HOSPICE HAS PROVIDED COMPASSIONATE CARE AND SUPPORT TO INDIVIDUALS AND THEIR FAMILIES WHO ARE FACING LIFE'S FINAL JOURNEY. AS ONE OF THE FIRST HOSPICES IN THE COUNTRY TO RECEIVE MEDICARE CERTIFICATION, METHODIST HOSPICE WORKS TO HELP EAST THE END-OF-LIFE TRANSITION FOR ALMOST 150 FAMILIES IN THE MID-SOUTH EVERY DAY. THE GRAND OPENING OF THIS FACILITY IS EXPECTED TO BE IN JULY, 2011. CENTER OF EXCELLENCE IN FAITH AND HEALTH - TOTAL CALENDAR YEAR EXPENSES OF $1,596,955, NO GRANTS, TOTAL CALENDAR YEAR REVENUE OF $586,509. THE SPIRIT OF FAITH AND HEALING PERVADES METHODIST LE BONHEUR HEALTHCARE. AS A FAITH-BASED INSTITUTION, WE ARE WORKING TO DEFINE HOW WE CAN BETTER UTILIZE OUR FAITH RESOURCES AND OTHER ASSETS IN THE COMMUNITY TO IMPROVE HEALTH. THAT MISSION HAS RESULTED IN A STRATEGY AROUND CONGREGATIONS AND OUR CONNECTION WITH THEM. WE BELIEVE THAT CONGREGATIONS CAN PLAY A SIGNIFICANT ROLE IN HEALTHCARE WHEN THEY ARE STRATEGIC PARTNERS IN THEIR MEMBERS' HEALTH JOURNEYS. TO THAT END, WE HAVE ENTERED INTO CONVENANTAL RELATIONSHIPS WITH 350+ CONGREGATIONS TO IMPROVE THE ACCESS TO COMPREHENSIVE HEALTH SERVICES FOR ALL CITIZENS AND TO IMPROVE THE HEALTH STATUS OF THESE PATIENTS. THE CENTER OF EXCELLENCE IN FAITH AND HEALTH (COE) WAS COMPLETED IN JANUARY 2011 AND IS HOUSED IN RENOVATED SPACE AT METHODIST UNIVERSITY HOSPITAL. THE COE WILL ADVANCE HEALTH BY BRINGING FAITH AND HEALTH TOGETHER FOR THE IMPROVED WELLBEING OF THOUSANDS OF PATIENTS. THE CENTER'S GOAL IS TO DRAMATICALLY ENHANCE QUALITY OF CARE AND SUPPORT FOR OUR PATIENTS AND THEIR FAMILIES. WE BELIEVE THAT THE COUPLING OF FAITH AND HEALTH CAN NOT ONLY ELEVATE THE LEVEL OF CARE WE DELIVER TO OUR PATIENTS, BUT ALSO IMPROVE THE QUALITY OF LIFE FOR OUR COMMUNITY AND BEYOND. THE ACTUAL CENTER OF EXCELLENCE SPACE TRANSFORMED THE PREVIOUSLY EXISTING INTENSIVE CARE WAITING ROOM INTO A STATE-OF-THE-ART FAMILY-CENTERED HEALING ENVIRONMENT WITH A QUIET AREA, RESOURCE ROOM, EDUCATION SPACES, MOVEABLE FURNITURE, AS WELL AS SPACE FOR LOCAL CLERGY TO COUNSEL THEIR MEMBERS. IT ALSO HOUSES CREATIVE MEETING SPACE FOR ACADEMIC PARTNERS LOCALLY AND ACROSS THE GLOBE TO WORK WITH EACH OTHER, AS WELL AS PROVIDE TRAINING AND EDUCATION TO OUR ASSOCIATES, LOCAL CLERGY AND COMMUNITY HEALTH PARTNERS. THE FOUNDATION RAISED OVER $2 MILLION TO MAKE THIS PROJECT A REALITY. PHYSICIANS' RESEARCH NETWORK - TOTAL CALENDAR YEAR EXPENSES OF $836,384, NO GRANTS, TOTAL CALENDAR YEAR REVENUE OF $1,124,086. METHODIST LE BONHEUR HEALTHCARE HAD 293 OPEN CLINICAL RESEARCH PROTOCOLS IN 2010 OF WHICH 81 WERE NEW STUDIES. THE PHYSICIANS' RESEARCH NETWORK (PRN) OPERATES UNDER THE UMBRELLA OF THE METHODIST HEALTHCARE FOUNDATION AND FACILITATES ADULT AND PEDIATRIC RESEARCH WITHIN METHODIST HEALTHCARE. PRN PROVIDES STUDY COORDINATION, SUPPORT SERVICES, AND REGULATORY ASSISTANCE TO INVESTIGATORS MANAGING INPATIENT AND OUTPATIENT CLINICAL RESEARCH TRIALS. OTHER PROGRAM SERVICES INCLUDED: THE FOUNDATION RAISES FUNDS TO BENEFIT AND STRENGTHEN THE METHODIST LE BONHEUR HEALTHCARE PROGRAMS AND CENTERS OF EXCELLENCE. FUNDS RAISED ENHANCE AND STRENGTHEN CLINICAL AND RESEARCH INITIATIVES, UNDERWRITE COSTS FOR FACILITIES, TECHNICIANS, AND EQUIPMENT AND BRIDGE THE GAP BETWEEN WHAT HOSPITAL CHARGES COVER AND WHAT IS NECESSARY TO STAY ON THE CUTTING EDGE OF MEDICAL SCIENCE. IN 2010, THE FOUNDATION PROVIDED $633,898 IN SUPPORT OF THESE PROGRAMS. METHODIST LE BONHEUR HEALTHCARE SUPPORTS LIFELONG LEARNING FOR PHYSICIANS BY PROVIDING THEM THE NECESSARY EVIDENCE-BASED INFORMATION IN FORMATS THAT WILL DEVELOP AND MAINTAIN COMPETENCE, ENHANCE KNOWLEDGE AND SKILLS, IMPROVE PERFORMANCE AND PATIENT OUTCOMES. IN 2010 MLH OFFERED 22 COURSES, 55 REGULARLY SCHEDULED SERIES AND 4 ENDURING MATERIALS FOR A TOTAL OF 81 PROGRAMS, 1,373 HOURS. A TOTAL OF 16,444 PHYSICIANS ATTENDED AND 4,118 NON-PHYSICIANS. THE FOUNDATION SPENT $453,444 IN 2010 IN SUPPORT OF THESE EDUCATIONAL OFFERINGS. ANNUAL GIVING AND SPECIAL EVENT EFFORTS (NOT INCLUDING OUR TOP THREE EVENTS) HAD TOTAL EXPENSES OF $187,129 AND REVENUE OF $205,549. PROCEEDS FROM THESE EFFORTS BENEFIT OUR GRANT AND SCHOLARSHIP PROGRAMS AND PROVIDE FUNDS FOR THE AREAS OF GREATEST NEED WITHIN METHODIST LE BONHEUR HEALTHCARE AS DETERMINED BY OUR FOUNDATION BOARD OF DIRECTORS. THE NURSE LEADER INSTITUTE HAD EXPENSES OF $94,683 AND REVENUE OF $84,833. THIS INSTITUTE IS FUNDED BY THE H.R.S.A.-NURSE EDUCATION PRACTICE RETENTION GRANT FUNDING STREAM, AND IT PROVIDES LEADERSHIP TRAINING AND COACHING FOR MID-LEVEL AND FRONTLINE NURSE LEADERS, WITH A GOAL OF IMPROVED RN RETENTION AND LEADING TO GREATER EXPERTISE IN PROVIDING PATIENT CARE AND IMPROVED PATIENT OUTCOMES. EXTERNAL ACCOUNTS AND HOSPITAL/DEPARTMENTAL FUNDS, INCLUDING OUR AUXILIARY'S FUNDRAISING, REPRESENTED $857,060 IN EXPENSES AND $163,852 IN REVENUE. COMPREHENSIVE SICKLE CELL CENTER OF MEMPHIS WILL PROVIDE COMPREHENSIVE CARE FOR ADULT PATIENTS WITH SICKLE CELL DISEASE. THE CENTER WILL INCLUDE AN OUTPATIENT TREATMENT CENTER FOR CLINICAL CARE AND ROUTINE HEALTH MAINTENANCE CARE AND AN IN-PATIENT UNIT FOR THOSE WITH MORE URGENT CARE NEEDS. THE CSCC HAD REVENUES OF $648,850 AND EXPENSES OF $5,381. MEDICAL EDUCATION AND RESEARCH METHODIST LE BONHEUR HEALTHCARE SUPPORTS VIA DIRECT SALARY AND BENEFIT CONTRIBUTIONS TO THE UNIVERSITY OF TENNESSEE GRADUATE MEDICAL TRAINING POSITIONS (GME) AT METHODIST UNIVERSITY HOSPITAL, LE BONHEUR CHILDREN'S MEDICAL CENTER, AND METHODIST LE BONHEUR GERMANTOWN HOSPITAL. THIS IS AN INCREASE OF OVER 50 POSITIONS OVER THE PAST FOUR YEARS DUE TO THE GROWTH OF ACADEMIC PROGRAMS AT METHODIST UNIVERSITY HOSPITAL AND LE BONHEUR CHILDREN'S MEDICAL CENTER. THESE GME RESIDENTS AND FELLOWS ARE EMPLOYEES AND TRAINEES AT THE UNIVERSITY OF TENNESSEE, BUT THEIR FINANCIAL SUPPORT FOR SALARIES AND BENEFITS COMES VIA METHODIST. THESE TRAINEES SPEND TIME AT A METHODIST HOSPITAL DURING THE PERIODS OF METHODIST SUPPORT AND ARE INVOLVED IN PATIENT CARE IN ADDITION TO EDUCATIONAL ACTIVITIES. THE TOTAL BUDGET FOR GRADUATE MEDICAL EDUCATIONAL PROGRAMS IN 2010 WAS $23,351,024.50. IN ADDITION TO MEDICAL TRAINING, METHODIST ALSO PROVIDES SUPPORT TRAINING FOR OUR CHAPLAINS AND TRAINING FOR COMMUNITY CLERGY AND LAITY TO DEVELOP THEIR COMMUNICATION SKILLS DURING THEIR HOSPITAL VISITS. METHODIST LE BONHEUR HEALTHCARE IS DEDICATED TO ADVANCING HEALTH CARE IN THE MEMPHIS COMMUNITY. METHODIST RECOGNIZES THE IMPORTANCE OF NURSES AND THE NURSING SHORTAGE THE HEALTH CARE INDUSTRY FACES AND THEREFORE IS COMMITTED TO PROVIDING FUNDS TO EDUCATE AND RETAIN NURSES BY SUPPORTING VARIOUS MEDICAL SCHOOLS AND PROGRAMS. ADDITIONALLY, METHODIST SUPPORTS VARIOUS NON-PROFIT ORGANIZATIONS WHOSE EFFORTS FOSTER EDUCATION AND WORKFORCE DEVELOPMENT AS WELL AS BUSINESS AND ECONOMIC DEVELOPMENT WITHIN THE COMMUNITY. - $2,000 MID-SOUTH MINORITY BUSINESS ASSOCIATION METHODIST PROVIDED $50,000 TO THE MEMPHIS BIOWORKS FOUNDATION TO SUPPORT THE GROWTH OF THE BIOWORKS INDUSTRY IN OUR COMMUNITY BY HELPING TO EXPAND THE INFRASTRUCTURE, EDUCATIONAL OPPORTUNITIES AND ENTREPRENEURIAL SUPPORT. IN OTHER EFFORTS TO STRENGTH THE COMMUNITY'S WORKFORCE AND EXISTING BUSINESSES AND STIMULATE BUSINESS GROWTH AND DEVELOPMENT, METHODIST CONTRIBUTED $25,000 TO THE GREATER MEMPHIS CHAMBER AND A THREE YEAR PLEDGE OF $25,000 TO MEMPHIS TOMORROW. CHURCH HEALTH CENTER AS AN EARLY SUPPORTER OF THE CHURCH HEALTH CENTER, METHODIST HEALTHCARE STRONGLY BELIEVES IN ITS MISSION TO SERVE THE WORKING POOR. FROM ITS BEGINNINGS AS A PROJECT OF ST. JOHN'S UNITED METHODIST CHURCH AND OF DR. SCOTT MORRIS TO THE COMPREHENSIVE COMMUNITY RESOURCE IT IS TODAY, THE CHURCH HEALTH CENTER PROVIDES AFFORDABLE HEALTH CARE, DENTISTRY, OPTOMETRY, PASTORAL COUNSELING, AND HEALTH EDUCATION TO THOSE WHO NEED THESE SERVICES IN MEMPHIS. METHODIST HEALTHCARE IS PROUD TO SUPPORT THIS WORTHY ENDEAVOR. METHODIST HELPS SUPPORT THE CHURCH HEALTH CENTER BY PROVIDING PATIENT CARE FREE OF CHARGE. METHODIST GAVE $5,000 TO THE UNIVERSITY OF TENNESSEES CHRISTIAN MEDICAL AND DENTAL ASSOCIATION, AN ORGANIZATION THAT SUPPORTS THE HEALTH NEEDS OF THE POOR. METHODIST CONTRIBUTED $25,000 TO HEALTHY MEMPHIS WITH THE GOAL OF IMPROVING HEALTH AND HEALTHCARE FOR THE GREATER MEMPHIS AREA. LE BONHEUR COMMUNITY HEALTH AND WELL-BEING LE BONHEUR COMMUNITY HEALTH AND WELL-BEING WORKS TO EXTEND THE WORK OF THE HOSPITAL BEYOND ITS WALLS. THROUGH A VARIETY OF PROGRAMS, WE MAKE A DIFFERENCE IN THE EVERYDAY LIVES OF CHILDREN IN COMMUNITIES THROUGHOUT THE REGION. WHILE THESE PROGRAMS ARE LARGELY FUNDED BY GRANTS, METHODIST GAVE $447,456 IN 2010 FOR IN-KIND DONATIONS TO SUPPORT THESE PROGRAMS. SAFE KIDS MID-SOUTH PROVIDED FREE SWIMMING LESSONS TO 575 "AT RISK" CHILDREN, AGES 6- 12; HOSTED LIFEGUARD GAMES TO ENHANCE LIFEGUARD SKILLS; HOSTED DIVERSITY IN SWIMMING DEVELOPMENTAL CLINIC AND MEET FOR 200 CHILDREN; AND PROVIDED TRAINING FOR FAMILY AND FRIENDS CPR DAY WHERE 120 PEOPLE WERE TRAINED IN CPR. SAFE KIDS MID-SOUTH PROVIDED 1,500 CHILD SAFETY SEAT INSPECTIONS; 500 CHILD SAFETY SEATS WERE PROVIDED TO "AT RISK" FAMILIES. THREE BICYCLE SAFETY LESSONS REACHING 1,000 CHILDREN WERE HELD FOR MEMPHIS CITY SCHOOL ELEMENTARY STUDENTS. A TOTAL OF 250 BICYCLE HELMETS WERE GIVEN TO "AT RISK CHILDREN." THE BUCKLE UP HOTLINE RECEIVED APPROXIMATELY 50 CALLS PER MONTH. SAFE KIDS MID-SOUTH HELD BABY SAFETY SHOWERS FOR 350 "AT RISK" MOTHERS-TO-BE (IDENTIFIED FROM HIGH MORTALITY ZIP CODE AREAS) WERE HELD TWICE A MONTH. DOOR PRIZES FOR ALL ATTENDEES INCLUDED A CHILD SAFETY SEAT, CRIB, MATTRESS AND FITTED CRIB SHEET AND ASSORTED HOME SAFETY ITEMS. SAFE KIDS MID-SOUTH HELD A PEDESTRIAN SAFETY RALLY WITH INTERACTIVE SAFETY LESSONS AT TWO MEMPHIS CITY ELEMENTARY SCHOOLS REACHING 800 CHILDREN. RAILROAD SAFETY WAS TAUGHT TO 600 STUDENTS AT FOUR AREA ELEMENTARY SCHOOLS. SAFE KIDS MID-SOUTH TAUGHT FOUR CLINICS FOCUSING ON SPORTS SAFETY AND THE IMPORTANCE OF PRE-SEASON PHYSICALS AND CONCUSSION PREVENTION TO 400 PARENTS, STUDENT ATHLETES, AND COACHES. IN WEST TENNESSEE, THE MOBILE MEDICAL UNIT - LE BONHEUR ON THE MOVE - CONTINUED TO PROVIDE MEDICAL HOMES FOR RURAL AND MIGRANT CHILDREN AND THEIR FAMILIES. THE UNIT IS STAFFED WITH AN ADVANCED PRACTICE NURSE, A NURSE, COORDINATOR, AND DRIVER. THE COORDINATED SCHOOL HEALTH ASTHMA PROGRAM INTEGRATES AND IMPROVES ASTHMA EDUCATION AND CASE MANAGEMENT IN SHELBY COUNTY AND TIPTON COUNTY SCHOOL DISTRICTS. THROUGH THIS INITIATIVE, 28 CLASSES WERE HELD TO EDUCATE OVER 1,082 TEACHERS, STUDENTS, AND PARENTS ABOUT ASTHMA. TOPICS INCLUDED POWER BREATHERS, WEE WEEZERS, ASTHMA 1-2-3, AND YOU CAN FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM WITH INPUT FROM HUMAN RESOURCES, LEGAL, COMPLIANCE, AND FINANCE DEPARTMENTS AND EXTERNAL FINANCIAL CONSULTANTS. FINANCIAL INFORMATION IS RECONCILED TO AUDITED FINANCIAL STATEMENTS AS APPROPRIATE. THE INFORMATION TO BE DISCLOSED REGARDING COMPENSATION IS REVIEWED WITH THE COMPENSATION COMMITTEE OF THE BOARD. THE RETURN IS REVIEWED BY THE CHIEF FINANCIAL OFFICER OF MLH AND MANAGEMENT OF THE ORGANIZATION AS APPROPRIATE. A COPY OF THE RETURN IS REVIEWED IN DETAIL BY THE FINANCE COMMITTEE AND DISCUSSED AT A SCHEDULED BOARD MEETING PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C METHODIST LE BONHEUR HEALTHCARE EMPLOYS A COMPLIANCE OFFICER WHO MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY FOR ALL VOTING BOARD MEMBERS AND APPLICABLE OFFICERS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION IS DETERMINED BY THE BOARD OF DIRECTORS. AN EXTERNAL INDEPENDENT CONSULTANT ADVISES THE BOARD COMPENSATION COMMITTEE ON EXECUTIVE SALARY AND INCENTIVE COMPENSATION. BENEFITS ARE PERIODICALLY BENCHMARKED BY A SEPARATE EXTERNAL CONSULTANT AND ANY CHANGES ARE APPROVED BY THE BOARD OF DIRECTORS COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE IS COMPRISED OF INDEPENDENT MEMBERS AND IS A SUBGROUP OF THE FULL BOARD OF DIRECTORS. THE COMPENSATION CONSULTANT ANNUALLY DEVELOPS TOTAL CASH COMPENSATION COMPARISONS OF PEER NON-PROFIT SYSTEMS ESTABLISHED BY THE COMPENSATION COMMITTEE. THE COMPENSATION CONSULTANT INTERPRETS THE INFORMATION AND PROVIDES AN OPINION OF REASONABLENESS ON THE TOTAL CASH COMPENSATION PACKAGE. THE COMPENSATION COMMITTEE APPROVES ANY CHANGES TO THE COMPENSATION AND EXECUTIVE BENEFIT STRUCTURE OF THE CEO AND OTHER TOP EXECUTIVES, OTHERWISE KNOWN AS DISQUALIFIED CANDIDATES. ALL OTHER COMPENSATION DECISIONS ARE DETERMINED BY ARRANGEMENT AS DELEGATED BY THE BOARD OF DIRECTORS. THE COMMITTEE DOCUMENTS ALL DETERMINATIONS. FORM 990, PART VI, SECTION C, LINE 18 PHOTOCOPIES OF THE FORM 990 ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S ADMINISTRATIVE OFFICE. IN ADDITION, RECENT FILINGS OF THE FORM 990 ARE AVAILABLE ONLINE AT OUR WEBSITE IN THE "ABOUT US" SECTION, OR AT WWW.GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AUDITED IN A CONSOLIDATION WITH ITS RELATED SUBSIDIARIES. INFORMATION ON FINANCIAL STATEMENTS IS AVAILABLE BY CONTACTING THE ORGANIZATION'S CORPORATE OFFICE. PLEASE SEE FORM 990, PART VI, LINE 20 FOR DETAILS. CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS FOR ALL AFFILIATES OF METHODIST LE BONHEUR HEALTHCARE ARE ALSO AVAILABLE BY REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: TRANSFERS WITH AFFILIATES -27,825,030. TOTAL TO FORM 990, PART XI, LINE 5: -27,825,030. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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