Return of Organization Exempt From Income Tax À¾µ¶ Form ... PD... · Ot h erpogam sv i c(D b nS dul .) (Expenses $ includIing grants of $ ) (Revenue $ ) 4eTotal program service

OMB No. 1545-0047

Return of Organization Exempt From Income TaxForm ½½´

Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lungbenefit trust or private foundation)

À¾µ¶ Open to Public

Department of the TreasuryInternal Revenue Service I The organization may have to use a copy of this return to satisfy state reporting requirements. Inspection

, 2012, and ending , 20A For the 2012 calendar year, or tax year beginningD Employer identification numberC Name of organization

B Check if applicable:

Addresschange Doing Business As

E Telephone numberNumber and street (or P.O. box if mail is not delivered to street address) Room/suiteName change

Initial return

Terminated City or town, state or country, and ZIP + 4

Amendedreturn

G Gross receipts $

Applicationpending

H(a) Is this a group return foraffiliates?

F Name and address of principal officer: Yes No

Are all affiliates included? Yes NoH(b)

If "No," attach a list. (see instructions)Tax-exempt status:I J501(c) ( ) (insert no.) 4947(a)(1) or 527501(c)(3)

I IWebsite:J H(c) Group exemption number

IK Form of organization: Corporation Trust Association Other L Year of formation: M State of legal domicile:

SummaryPart I

1 Briefly describe the organization's mission or most significant activities:

I2

3

4

5

6

7

Check this box

Number of voting members of the governing body (Part VI, line 1a)

Number of independent voting members of the governing body (Part VI, line 1b)

Total number of individuals employed in calendar year 2012 (Part V, line 2a)

Total number of volunteers (estimate if necessary)

Total gross unrelated business revenue from Part VIII, column (C), line 12

Net unrelated business taxable income from Form 990-T, line 34

if the organization discontinued its operations or disposed of more than 25% of its net assets.

m m m m m m m m m m m m m m m m m m m m m m m m 3

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m m m m m m m m m m m m m m m m m m m m m m m m mb 7bPrior Year Current Year

m m m m m m m m m m m m mCOPY FOR

PUBLIC INSPECTION

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Contributions and grants (Part VIII, line 1h)

Program service revenue (Part VIII, line 2g)

Investment income (Part VIII, column (A), lines 3, 4, and 7d)

Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)

Total revenue - add lines 8 through 11 (must equal Part VIII, column (A), line 12)

Grants and similar amounts paid (Part IX, column (A), lines 1-3)

Benefits paid to or for members (Part IX, column (A), line 4)

Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10)

Professional fundraising fees (Part IX, column (A), line 11e)

Total fundraising expenses (Part IX, column (D), line 25)

Other expenses (Part IX, column (A), lines 11a-11d, 11f-24f)

Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25)

Revenue less expenses. Subtract line 18 from line 12

Total assets (Part X, line 16)

Total liabilities (Part X, line 26)

Net assets or fund balances. Subtract line 21 from line 20

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Beginning of Current Year End of Year

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et

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Signature BlockPart II

SignHere

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true,correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.

M Signature of officer Date

M Type or print name and title

IDate Check if

self-employed

PTINPrint/Type preparer's name Preparer's signature

IPaid

Preparer

Use Only IEIN

Phone no.II

Firm's name

Firm's address m m m m m m m m m m m m m m m m m m m m m m m mMay the IRS discuss this return with the preparer shown above? (see instructions) Yes No

For Paperwork Reduction Act Notice, see the separate instructions. Form 990 (2012)JSA2E1065 1.000

METHODIST HEALTHCARE MINISTRIES OF SOUTHTEXAS, INC.

74-1287016

4507 MEDICAL DRIVE (210) 692-0234

SAN ANTONIO, TX 78229-4401 307,395,378.KEVIN C. MORIARTY X

4507 MEDICAL DRIVE SAN ANTONIO, TX 78229-4401X

WWW.MHM.ORGX 1955 TX

TO SERVE BY IMPROVING THE PHYSICAL, MENTAL, AND SPIRITUAL HEALTH OFTHOSE LEAST SERVED IN THE SOUTHWEST TEXAS CONFERENCE OF THE UNITEDMETHODIST CHURCH.

32.32.

347.189.

1,369,859.649,696.

155,595. 157,795.69,750,760. 129,494,416.12,683,587. 11,524,542.1,030,354. 1,121,305.

83,620,296. 142,298,058.29,056,334. 19,854,398.

0 018,543,142. 21,399,867.

0 00

20,995,377. 22,327,147.68,594,853. 63,581,412.15,025,443. 78,716,646.

666,859,502. 742,086,252.38,033,928. 37,372,024.

628,825,574. 704,714,228.

P00177502ERNST & YOUNG U.S. LLP 34-6565596

1401 MCKINNEY, SUITE 1200 HOUSTON, TX 77010-4035 713-750-1500X

KL5721 1184 V 12-7F 60010216 PAGE 2

foleyma2

Typewritten Text

Maureen P. Foley

foleyma2

Typewritten Text

11/12/13

foleyma2

Tax return

martiro

Public Disclosure

Form 990 (2012) Page 2

Statement of Program Service Accomplishments Part III Check if Schedule O contains a response to any question in this Part III m m m m m m m m m m m m m m m m m m m m m m m m

1 Briefly describe the organization's mission:

2 Did the organization undertake any significant program services during the year which were not listed on theprior Form 990 or 990-EZ? Yes Nom m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mIf "Yes," describe these new services on Schedule O.

3 Did the organization cease conducting, or make significant changes in how it conducts, any program

services? Yes Nom m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mIf "Yes," describe these changes on Schedule O.

4 Describe the organization's program service accomplishments for each of its three largest program services, as measured by

expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others,

the total expenses, and revenue, if any, for each program service reported.

4a (Code: ) (Expenses $ including grants of $ ) (Revenue $ )

4b (Code: ) (Expenses $ including grants of $ ) (Revenue $ )

4c (Code: ) (Expenses $ including grants of $ ) (Revenue $ )

4d Other program services (Describe in Schedule O.)

(Expenses $ including grants of $ ) (Revenue $ )

I4e Total program service expenses JSA Form 990 (2012)2E1020 2.000

METHODIST HEALTHCARE MINISTRIES OF SOUTH 74-1287016

X

ATTACHMENT 1

X

X

19,781,564. 19,781,564. 0

SINCE 1996, MHM HAS FUNDED GRANTS TO PARTNERS WITH MISSIONSSIMILAR TO MHM, I.E. TO PROVIDE SERVICES TO UNDERSERVED ANDUNSERVED PEOPLE THROUGHOUT SOUTH TEXAS. THIS INCLUDES LONG-TERMRELATIONSHIPS WITH EXISTING COMMUNITY HEALTH CENTERS INUNDERSERVED AREAS OF SAN ANTONIO, THE RIO GRANDE VALLEY, AND SOUTHTEXAS. ADDITIONALLY, SHORT-TERM GRANTS ARE MADE FROM TIME TO TIMEFOR DIRECT SERVICES TO PATIENTS AND CAPITAL FUNDING FORCONSTRUCTION OF NEW CLINIC FACILITIES AND RENOVATIONS TO EXISTINGCLINIC FACILITIES FOR THE UNDERSERVED.

15,865,601. 0 120,709.

MHM OWNS AND OPERATES THE WESLEY HEALTH & WELLNESS CENTER ATCOLUMBIA HEIGHTS AND BISHOP ERNEST T. DIXON JR. CLINIC. BOTHSITES PROVIDE FULL-TIME MEDICAL AND/OR DENTAL SERVICES ANDBEHAVIORAL HEALTH SERVICES TO INDIVIDUALS AND FAMILIES WHO DO NOTQUALIFY FOR MEDICAID OR MEDICARE AND WHO ARE NOT OFFERED OR CANNOTAFFORD HEALTH INSURANCE. PATIENT REVENUE IS NOMINAL AND IS BASEDON A SLIDING FEE SCALE DETERMINED BY FAMILY SIZE AND INCOME LEVEL. MHM ALSO OPERATES SCHOOL BASED HEALTH CENTERS IN TWO LOCAL SCHOOLDISTRICTS, PROVIDING MEDICAL, DENTAL AND BEHAVIORAL HEALTHSERVICES.

7,815,344. 0 8,422.

WESLEY NURSE HEALTH MINISTRIES PROVIDES SPECIALLY TRAINEDREGISTERED NURSES WHO ARE BASED IN CHURCHES THROUGHOUT SOUTHTEXAS. WESLEY NURSES ARE CHARGED WITH DEFINING THE HEALTH ANDWELLNESS NEEDS OF THE LEAST-SERVED OF THE CONGREGATIONS THEY SERVEAND THE COMMUNITY AS A WHOLE. THEY FACILITATE MEETING THE NEEDSOF THE LEAST-SERVED BY INTERFACING WITH OTHER COMMUNITY RESOURCES.

12,041,067. 72,834. 129,365,285.

55,503,576.

KL5721 1184 V 12-7F 60010216 PAGE 3

Form 990 (2012) Page 3

Checklist of Required Schedules Part IV Yes No

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Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes,"

complete Schedule A 1

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11a

11b

11c

11d

11e

11f

12a

12b

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14a

14b

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20a

20b

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mIs the organization required to complete Schedule B, Schedule of Contributors (see instructions)? m m m m m m m m mDid the organization engage in direct or indirect political campaign activities on behalf of or in opposition to

candidates for public office? If "Yes," complete Schedule C, Part I m m m m m m m m m m m m m m m m m m m m m m m m m m mSection 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h)

election in effect during the tax year? If "Yes," complete Schedule C, Part II m m m m m m m m m m m m m m m m m m m m m mIs the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues,

assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,

Part III m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mDid the organization maintain any donor advised funds or any similar funds or accounts for which donors

have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If

"Yes," complete Schedule D, Part I m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mDid the organization receive or hold a conservation easement, including easements to preserve open space,

the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II m m m m m m m m m mDid the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"

complete Schedule D, Part III m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mDid the organization report an amount in Part X, line 21, for escrow or custodial account liability; serve as a

custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or

debt negotiation services? If "Yes," complete Schedule D, Part IV m m m m m m m m m m m m m m m m m m m m m m m m m m mDid the organization, directly or through a related organization, hold assets in temporarily restricted

endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part V m m m m m m mIf the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI,

VII, VIII, IX, or X as applicable.

a

b

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a

Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes,"

complete Schedule D, Part VI m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mDid the organization report an amount for investments-other securities in Part X, line 12 that is 5% or more

of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII m m m m m m m m m m m m m m m m mDid the organization report an amount for investments-program related in Part X, line 13 that is 5% or more

of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII m m m m m m m m m m m m m m m m mDid the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets

reported in Part X, line 16? If "Yes," complete Schedule D, Part IX m m m m m m m m m m m m m m m m m m m m m m m m m mDid the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X

Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses

the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X m m m m m mDid the organization obtain separate, independent audited financial statements for the tax year? If "Yes,"

complete Schedule D, Parts XI and XII m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mb

a

b

a

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Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if

the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional m m m m m m m m m m m m m mIs the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E m m m m m m m m m mDid the organization maintain an office, employees, or agents outside of the United States?m m m m m m m m m m m m mDid the organization have aggregate revenues or expenses of more than $10,000 from grantmaking,

fundraising, business, investment, and program service activities outside the United States, or aggregate

foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV m m m m m m m m m m mDid the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any

organization or entity located outside the United States? If "Yes," complete Schedule F, Parts II and IV m m m m m m mDid the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance

to individuals located outside the United States? If "Yes," complete Schedule F, Parts III and IV m m m m m m m m m m mDid the organization report a total of more than $15,000 of expenses for professional fundraising services

on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions) m m m m m m m m m m mDid the organization report more than $15,000 total of fundraising event gross income and contributions on

Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II m m m m m m m m m m m m m m m m m m m m m m m m m m m mDid the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a?

If "Yes," complete Schedule G, Part III m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mDid the organization operate one or more hospital facilities? If "Yes," complete Schedule H

If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?

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Form 990 (2012)JSA

2E1021 1.000


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KL5721 1184 V 12-7F 60010216 PAGE 4

Form 990 (2012) Page 4

Checklist of Required Schedules (continued) Part IV Yes No

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Did the organization report more than $5,000 of grants and other assistance to any government or organization

in the United States on Part IX, column (A), line 1? If "Yes," complete Schedule I, Parts I and II 21

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m m m m m m m m m m m mDid the organization report more than $5,000 of grants and other assistance to individuals in the United States

on Part IX, column (A), line 2? If "Yes," complete Schedule I, Parts I and III m m m m m m m m m m m m m m m m m m m m m mDid the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the

organization's current and former officers, directors, trustees, key employees, and highest compensated

employees? If "Yes," complete Schedule J m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m ma

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Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than

$100,000 as of the last day of the year, that was issued after December 31, 2002? If "Yes," answer lines 24b

through 24d and complete Schedule K. If “No,” go to line 25 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mDid the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? m m m m m m mDid the organization maintain an escrow account other than a refunding escrow at any time during the year

to defease any tax-exempt bonds? m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mDid the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year? m m m m m m mSection 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction

with a disqualified person during the year? If "Yes," complete Schedule L, Part I m m m m m m m m m m m m m m m m m m mIs the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior

year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?

If "Yes," complete Schedule L, Part I m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mWas a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or

disqualified person outstanding as of the end of the organization's tax year? If "Yes," complete Schedule L, Part II mDid the organization provide a grant or other assistance to an officer, director, trustee, key employee,

substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled

entity or family member of any of these persons? If "Yes," complete Schedule L, Part III m m m m m m m m m m m m m m mWas the organization a party to a business transaction with one of the following parties (see Schedule L,

Part IV instructions for applicable filing thresholds, conditions, and exceptions):

A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV m m m m m m m mA family member of a current or former officer, director, trustee, or key employee? If "Yes," complete

Schedule L, Part IV m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mAn entity of which a current or former officer, director, trustee, or key employee (or a family member thereof)

was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV m m m m m m m m mDid the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M

Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified

conservation contributions? If "Yes," complete Schedule M m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mDid the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,

Part I m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mDid the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes,"

complete Schedule N, Part II m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mDid the organization own 100% of an entity disregarded as separate from the organization under Regulations

sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I m m m m m m m m m m m m m m m m m m m m mWas the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III,

or IV, and Part V, line 1 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m ma

b

Did the organization have a controlled entity within the meaning of section 512(b)(13)? m m m m m m m m m m m m m mIf "Yes" to line 35a, did the organization receive any payment from or engage in any transaction with a

controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 m m m m m mSection 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable

related organization? If "Yes," complete Schedule R, Part V, line 2 m m m m m m m m m m m m m m m m m m m m m m m m m m mDid the organization conduct more than 5% of its activities through an entity that is not a related organization

and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R,

Part VI m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m mDid the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and

19? Note. All Form 990 filers are required to complete Schedule O m m m m m m m m m m m m m m m m m m m m m m m m mForm 990 (2012)

JSA

2E1030 1.000


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KL5721 1184 V 12-7F 60010216 PAGE 5

Form 990 (2012) Page 5

Statements Regarding Other IRS Filings and Tax ComplianceCheck if Schedule O contains a response to any question in this Part V

Part V m m m m m m m m m m m m m m m m m m m m m m mYes No

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Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable m m m m m m m m m mEnter the number of Forms W-2G included in line 1a. Enter -0- if not applicable m m m m m m m m mDid the organization comply with backup withholding rules for reportable payments to vendors and

reportable gaming (gambling) winnings to prize winners? 1c

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m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mEnter the number of employees reported on Form W-3, Transmittal of Wage and Tax

Statements, filed for the calendar year ending with or within the year covered by this return mIf at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions) m m m m m m mDid the organization have unrelated business gross income of $1,000 or more during the year? m m m m m m m m m mIf "Yes," has it filed a Form 990-T for this year? If "No," provide an explanation in Schedule O m m m m m m m m m m m m mAt any time during the calendar year, did the organization have an interest in, or a signature or other authority

over, a financial account in a foreign country (such as a bank account, securities account, or other financial

account)? m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mIIf “Yes,” enter the name of the foreign country:

See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.

Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? m m m m m m m mDid any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?

If "Yes" to line 5a or 5b, did the organization file Form 8886-T? m m m m m m m m m m m m m m m m m m m m m m m m m m m mDoes the organization have annual gross receipts that are normally greater than $100,000, and did the

organization solicit any contributions that were not tax deductible as charitable contributions? m m m m m m m m m m mIf "Yes," did the organization include with every solicitation an express statement that such contributions or

gifts were not tax deductible? m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mOrganizations that may receive deductible contributions under section 170(c).

Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods

and services provided to the payor? m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mIf "Yes," did the organization notify the donor of the value of the goods or services provided? m m m m m m m m m m m mDid the organization sell, exchange, or otherwise dispose of tangible personal property for which it was

required to file Form 8282? m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mIf "Yes," indicate the number of Forms 8282 filed during the year m m m m m m m m m m m m m m m mDid the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? m m mDid the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?

If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? m m mIf the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?

Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting

organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring

organization, have excess business holdings at any time during the year? m m m m m m m m m m m m m m m m m m m m m m mSponsoring organizations maintaining donor advised funds.

Did the organization make any taxable distributions under section 4966?

Did the organization make a distribution to a donor, donor advisor, or related person?

Section 501(c)(7) organizations. Enter:

Initiation fees and capital contributions included on Part VIII, line 12

Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities

Section 501(c)(12) organizations. Enter:

Gross income from members or shareholders

m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m

10a

10b

11a

11b

12b

13b

13c

m m m m m m m m m m m m m mm m m m

m m m m m m m m m m m m m m m m m m m m m m m m m mGross income from other sources (Do not net amounts due or paid to other sources

against amounts due or received from them.) m m m m m m m m m m m m m m m m m m m m m m m m m m mSection 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?

If "Yes," enter the amount of tax-exempt interest received or accrued during the year m m m m mSection 501(c)(29) qualified nonprofit health insurance issuers.

Is the organization licensed to issue qualified health plans in more than one state? m m m m m m m m m m m m m m m m m mNote. See the instructions for additional information the organization must report on Schedule O.

Enter the amount of reserves the organization is required to maintain by the states in which

the organization is licensed to issue qualified health plans m m m m m m m m m m m m m m m m m m m mEnter the amount of reserves on hand m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mDid the organization receive any payments for indoor tanning services during the tax year? m m m m m m m m m m m m mIf "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O m m m m m m

JSAForm 990 (2012)2E1040 1.000


2210

X

347X

XX

X

X X

X

X

X

X X

X

X

KL5721 1184 V 12-7F 60010216 PAGE 6

Form 990 (2012) Page 6

Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No"response to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.

Part VI

m m m m m m m m m m m m m m m m m m m m m m m m m mCheck if Schedule O contains a response to any question in this Part VI

Section A. Governing Body and ManagementYes No

1a

1b

m m m m m m m m m m m1

2

3

4

5

6

7

8

a

b

a

b

a

b

Enter the number of voting members of the governing body at the end of the tax year.

If there are material differences in voting rights among members of the governing body, or if the governing

body delegated broad authority to an executive committee or similar committee, explain in Schedule O.

Enter the number of voting members included in line 1a, above, who are independent m m m m m m2

3

4

5

6

7a

7b

8a

8b

9

10a

10b

11a

12a

12b

12c

13

14

15a

15b

16a

16b

Did any officer, director, trustee, or key employee have a family relationship or a business relationship with

any other officer, director, trustee, or key employee? m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mDid the organization delegate control over management duties customarily performed by or under the direct

supervision of officers, directors, or trustees, or key employees to a management company or other person? m m mDid the organization make any significant changes to its governing documents since the prior Form 990 was filed?

Did the organization become aware during the year of a significant diversion of the organization's assets?

Did the organization have members or stockholders?

m m m m m m mm m m m m

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mDid the organization have members, stockholders, or other persons who had the power to elect or appoint

one or more members of the governing body? m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mAre any governance decisions of the organization reserved to (or subject to approval by) members,

stockholders, or persons other than the governing body? m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mDid the organization contemporaneously document the meetings held or written actions undertaken during

the year by the following:

The governing body?

Each committee with authority to act on behalf of the governing body?

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m

9 Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached atthe organization's mailing address? If "Yes," provide the names and addresses in Schedule O m m m m m m m m m m m m

Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)Yes No

10

11

12

13

14

15

16

a

b

a

b

a

b

c

a

b

a

b

Did the organization have local chapters, branches, or affiliates? m m m m m m m m m m m m m m m m m m m m m m m m m m mIf "Yes," did the organization have written policies and procedures governing the activities of such chapters,

affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? m m m mHas the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? m mDescribe in Schedule O the process, if any, used by the organization to review this Form 990.

Did the organization have a written conflict of interest policy? If "No," go to line 13 m m m m m m m m m m m m m m m m mWere officers, directors, or trustees, and key employees required to disclose annually interests that could give

rise to conflicts? m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mDid the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes,"

describe in Schedule O how this was done m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mDid the organization have a written whistleblower policy?

Did the organization have a written document retention and destruction policy?

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m

Did the process for determining compensation of the following persons include a review and approval by

independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?

The organization's CEO, Executive Director, or top management official

Other officers or key employees of the organization

If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).

m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement

with a taxable entity during the year? m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mIf "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its

participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard theorganization's exempt status with respect to such arrangements? m m m m m m m m m m m m m m m m m m m m m m m m m m

Section C. Disclosure

I17

18

19

20

List the states with which a copy of this Form 990 is required to be filed

Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990-T (Section 501(c)(3)s only)available for public inspection. Indicate how you made these available. Check all that apply.

Own website Another's website Upon request Other (explain in Schedule O)

Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy,

and financial statements available to the public during the tax year.

State the name, physical address, and telephone number of the person who possesses the books and records of the

Iorganization:JSA Form 990 (2012)

2E1042 1.000


X

32

32

X

X X X X

X

X

XX

X

X

X

X

X

XXX

XX

X

X

X X

KEVIN C. MORIARTY, PRES & CEO 4507 MEDICAL DRIVE SAN ANTONIO, TX 78229-440 210-692-0234

KL5721 1184 V 12-7F 60010216 PAGE 7

Form 990 (2012) Page 7Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, andIndependent Contractors

Part VII

Check if Schedule O contains a response to any question in this Part VII m m m m m m m m m m m m m m m m m m m mSection A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees

1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within theorganization's tax year.

% List all of the organization's current officers, directors, trustees (whether individuals or organizations), regardless of amount ofcompensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

%%

List all of the organization's current key employees, if any. See instructions for definition of "key employee."

List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee)who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from theorganization and any related organizations.

%%

List all of the organization's former officers, key employees, and highest compensated employees who received more than$100,000 of reportable compensation from the organization and any related organizations.

List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of theorganization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highestcompensated employees; and former such persons.

Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.

(C)

Position

(do not check more than one

box, unless person is both an

officer and a director/trustee)

(A) (B) (D) (E) (F)

Name and Title Averagehours per

week (list any

hours for

related

organizations

below dotted

line)

Reportablecompensation

from

the

organization(W-2/1099-MISC)

Reportablecompensation from

related

organizations

(W-2/1099-MISC)

Estimatedamount of

othercompensation

from theorganizationand related

organizations

Ind

ivid

ua

l truste

eo

r dire

ctor

Institu

tion

al tru

ste

e

Office

r

Key e

mp

loye

e

Hig

he

st co

mp

en

sa

ted

em

plo

ye

e

Fo

rme

r

(1)

(2)

(3)

(4)

(5)

(6)

(7)

(8)

(9)

(10)

(11)

(12)

(13)

(14)

Form 990 (2012)JSA

2E1041 1.000


SCOTT D. BRYAN 6.00CHAIR X X 0 0 0DARRELL FRANK SMITH 6.00SENIOR VICE CHAIR X X 0 0 0PAULA LARSON, M.D. 4.00VICE CHAIR X X 0 0 0GEORGE N. RICKS 2.00VICE CHAIR X X 0 0 0SHIRLEY W. WATKINS 2.00SECRETARY X X 0 0 0ALICE H. GANNON 4.00TREASURER X X 0 0 0RICHARD T. GILBY 2.00IMMEDIATE PAST CHAIR X 0 0 0MINDI ALTERMAN 2.00DIRECTOR X 0 0 0PAUL M. ANDERSON 2.00DIRECTOR X 0 0 0POLIN C. BARRAZA 2.00DIRECTOR X 0 0 0MARTIN F. CASEY JR. 2.00DIRECTOR X 0 0 0BLAS S. CATALANI II 2.00DIRECTOR X 0 0 0BISHOP JAMES E. DORFF 2.00DIRECTOR X 0 0 0JAMES A. GARCIA 2.00DIRECTOR X 0 0 0

KL5721 1184 V 12-7F 60010216 PAGE 8

Form 990 (2012) Page 8

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) Part VII

(A) (B) (C) (D) (E) (F)

Estimated

amount of

other

compensation

from the

organization

and related

organizations

Name and title Average

hours per

week (list any

hours for

related

organizations

below dotted

line)

Position





fromthe



relatedorganizations

(W-2/1099-MISC)

Ind

ivid

ua

l truste

eo

r dire

cto

r

Institu

tion

al tru

stee

Office

r

Key e

mp

loye

e

Hig

he

st com

pe

nsa

ted

em

plo

yee

Fo

rme

r

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m I1b Sub-total

m m m m m m m m m m m m m Ic Total from continuation sheets to Part VII, Section Am m m m m m m m m m m m m m m m m m m m m m m m m m m m Id Total (add lines 1b and 1c)

2 Total number of individuals (including but not limited to those listed above) who received more than $100,000 ofreportable compensation from the organization I

Yes No

3 Did the organization list any former officer, director, or trustee, key employee, or highest compensatedemployee on line 1a? If "Yes," complete Schedule J for such individual 3m m m m m m m m m m m m m m m m m m m m m m m m m m

4 For any individual listed on line 1a, is the sum of reportable compensation and other compensation from theorganization and related organizations greater than $150,000? If “Yes,” complete Schedule J for suchindividual 4m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

5 Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individualfor services rendered to the organization? If “Yes,” complete Schedule J for such person 5m m m m m m m m m m m m m m m m

Section B. Independent Contractors

1 Complete this table for your five highest compensated independent contractors that received more than $100,000 ofcompensation from the organization. Report compensation for the calendar year ending with or within the organization's taxyear.

(A)Name and business address

(B)Description of services

(C)Compensation

2 Total number of independent contractors (including but not limited to those listed above) who receivedmore than $100,000 in compensation from the organization I

JSA Form 990 (2012)2E1055 3.000


( 15) LAVONNE GARRISON 2.00DIRECTOR X 0 0 0

( 16) RINALDO J. GONZALEZ 2.00DIRECTOR X 0 0 0

( 17) SHERRY HERNDON 2.00DIRECTOR X 0 0 0

( 18) SUSAN W. HOLMES 2.00DIRECTOR X 0 0 0

( 19) R. DAN JOHNSON 2.00DIRECTOR X 0 0 0

( 20) JOE E. JOHNSTON, M.D. 2.00DIRECTOR X 0 0 0

( 21) NANCY F. MAY 2.00DIRECTOR X 0 0 0

( 22) JESSE MOSS, JR., M.D. 2.00DIRECTOR X 0 0 0

( 23) SAM O'KRENT 2.00DIRECTOR X 0 0 0

( 24) KERWIN L. OVERBY 2.00DIRECTOR X 0 0 0

( 25) MAHENDRA C. PATEL, M.D. 2.00DIRECTOR X 0 0 0

0 0 01,475,207. 0 246,208.1,475,207. 0 246,208.

14

X

X

X

ATTACHMENT 2

13

KL5721 1184 V 12-7F 60010216 PAGE 9

Form 990 (2012) Page 8


(A) (B) (C) (D) (E) (F)

Estimated

amount of

other

compensation

from the

organization

and related

organizations


hours per

week (list any

hours for

related

organizations

below dotted

line)

Position





fromthe




(W-2/1099-MISC)

Ind

ivid

ua

l truste

eo

r dire

cto

r

Institu

tion

al tru

stee

Office

r

Key e

mp

loye

e

Hig

he

st com

pe

nsa

ted

em

plo

yee

Fo

rme

r




Yes No








(C)Compensation


JSA Form 990 (2012)2E1055 3.000


14

X

X

X

( 26) REV. CARL W. ROHLFS 2.00DIRECTOR X 0 0 0

( 27) PAULA X. STALLCUP 2.00DIRECTOR X 0 0 0

( 28) JOHN F. STOLL, M.D. 2.00DIRECTOR X 0 0 0

( 29) REV. VIRGILIO VAZQUEZ-GARZA 2.00DIRECTOR X 0 0 0

( 30) SANDY WILDER 2.00DIRECTOR X 0 0 0

( 31) PENDELTON WICKERSHAM, M.D. 2.00DIRECTOR X 0 0 0

( 32) GEORGE MAC WILLIAMS JR. 2.00DIRECTOR X 0 0 0

( 33) ROY R. CAMPBELL III 2.00DIRECTOR (UNTIL 6/27/2012) X 0 0 0

( 34) REV. JEAN ANN KARM 2.00DIRECTOR (UNTIL 6/27/2012) X 0 0 0

( 35) KEVIN MORIARTY 40.00CHIEF EXECUTIVE OFFICER X 409,388. 0 37,769.

( 36) PEGGY CARY 40.00CHIEF FINANCIAL OFFICER X 188,666. 0 38,102.

KL5721 1184 V 12-7F 60010216 PAGE 10

Form 990 (2012) Page 8


(A) (B) (C) (D) (E) (F)

Estimated

amount of

other

compensation

from the

organization

and related

organizations


hours per

week (list any

hours for

related

organizations

below dotted

line)

Position





fromthe




(W-2/1099-MISC)

Ind

ivid

ua

l truste

eo

r dire

cto

r

Institu

tion

al tru

stee

Office

r

Key e

mp

loye

e

Hig

he

st com

pe

nsa

ted

em

plo

yee

Fo

rme

r




Yes No








(C)Compensation


JSA Form 990 (2012)2E1055 3.000


14

X

X

X

( 37) MARIA DEL PILAR OATES 40.00EXECUTIVE DIRECTOR X 175,244. 0 25,064.

( 38) JOSEPH BABB 40.00EXECUTIVE DIRECTOR X 172,541. 0 26,920.

( 39) BRYAN JAXX 40.00DIRECTOR OF INVESTMENTS X 108,607. 0 27,011.

( 40) MARLENE ANDERS 40.00DIRECTOR OF WESLEY NURSE HLTH X 111,275. 0 16,488.

( 41) CYNTHIA MCCLOY 40.00DIRECTOR OF ACCT/CONTROLLER X 105,025. 0 24,760.

( 42) MARILYN STANTON-WHITE 40.00DIRECTOR OF CLINIC/BEH HTLH SV X 102,440. 0 22,682.

( 43) FABIOLA GIL DE RUBIO 40.00DIRECTOR OF HUMAN RESOURCES X 102,021. 0 27,412.

KL5721 1184 V 12-7F 60010216 PAGE 11

Form 990 (2012) Page 9

Statement of Revenue Part VIII Check if Schedule O contains a response to any question in this Part VIII

(C)Unrelatedbusinessrevenue

m m m m m m m m m m m m m m m m m m m m m m m m m(B)

Related orexemptfunctionrevenue

(D)Revenue

excluded from taxunder sections

512, 513, or 514

(A)

Total revenue

1a

1b

1c

1d

1e

1f

1a

b

c

d

e

f

g

2a

b

c

d

e

f

6a

b

c

b

c

8a

b

9a

b

10a

b

11a

b

c

d

e

Federated campaigns

Membership dues

Fundraising events

Related organizations

Government grants (contributions)

All other contributions, gifts, grants,

and similar amounts not included above

Noncash contributions included in lines 1a-1f:

m m m m m m m mm m m m m m m m mm m m m m m m m m

m m m m m m m mm m

m$

Co

ntr

ibu

tio

ns,

Gif

ts,

Gra

nts

an

d O

the

r S

imil

ar

Am

ou

nts

Ih Total. Add lines 1a-1f m m m m m m m m m m m m m m m m m m mBusiness Code

All other program service revenue m m m m mIg Total. Add lines 2a-2fP

rog

ram

Serv

ice R

even

ue

m m m m m m m m m m m m m m m m m m m3

4

5

Investment income (including dividends, interest, and

other similar amounts)

Income from investment of tax-exempt bond proceeds

Royalties

III

I

I

I

I

I

m m m m m m m m m m m m m m m m m m mm m mm m m m m m m m m m m m m m m m m m m m m m m m m

(i) Real (ii) Personal

Gross rents

Less: rental expenses

Rental income or (loss)

m m m m m m m mm m m

m md Net rental income or (loss) m m m m m m m m m m m m m m m m m

(i) Securities (ii) Other7a Gross amount from sales of

assets other than inventory

Less: cost or other basis

and sales expenses

Gain or (loss)

m m m mm m m m m m m

d Net gain or (loss) m m m m m m m m m m m m m m m m m m m m mGross income from fundraising

events (not including $

of contributions reported on line 1c).

See Part IV, line 18

Less: direct expenses

m m m m m m m m m m m a

b

a

b

a

b

m m m m m m m m m mc Net income or (loss) from fundraising events m m m m m m m mO

the

r R

even

ue

Gross income from gaming activities.

See Part IV, line 19 m m m m m m m m m m mLess: direct expenses m m m m m m m m m m

c Net income or (loss) from gaming activities m m m m m m m m mGross sales of inventory, less

returns and allowances m m m m m m m m mLess: cost of goods sold m m m m m m m m m

c Net income or (loss) from sales of inventory m m m m m m m m mMiscellaneous Revenue Business Code

All other revenue

Total. Add lines 11a-11d

m m m m m m m m m m m m mIm m m m m m m m m m m m m m m m mI12 Total revenue. See instructions m m m m m m m m m m m m m m

Form 990 (2012)JSA

2E1051 1.000


49,132.

108,663.

157,795.

ORDINARY INCOME FROM MHS OF SAN ANTONIO 622110 129,363,319. 128,146,805. 1,216,514.

CLINIC REVENUE - DIRECT MHM PROGRAM 621498 120,709. 120,709.

WESLEY NURSE SYMPOSIUM-DIRECT MHM PROG 611430 8,422. 8,422.

WESLEY KITCHEN - DIRECT MHM PROGRAM 900099 1,091. 1,091.

WESLEY FAMILY WELLNESS - DIRECT MHM PROG 611620 875. 875.

129,494,416.

6,616,753. 153,345. 6,463,408.

0

0

6,411,275.

5,262,429.

1,148,846.

1,148,846. 1,148,846.

164,742,680.

159,773,916. 60,975.

4,968,764. -60,975.

4,907,789. 4,907,789.

0

0

0

ALL OTHER REVENUE 900099 -27,541. -27,541.

-27,541.

142,298,058. 128,277,902. 1,369,859. 12,492,502.

KL5721 1184 V 12-7F 60010216 PAGE 12

Form 990 (2012) Page 10

Statement of Functional Expenses Part IX Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).

Check if Schedule O contains a response to any question in this Part IX m m m m m m m m m m m m m m m m m m m m m m m m m m(A) (B) (C) (D)Do not include amounts reported on lines 6b, 7b,

8b, 9b, and 10b of Part VIII.Total expenses Program service

expensesManagement andgeneral expenses

Fundraisingexpenses

Grants and other assistance to governments and

organizations in the United States. See Part IV, line 21

1 mGrants and other assistance to individuals in

the United States. See Part IV, line 22

2 m m m m m m3 Grants and other assistance to governments,

organizations, and individuals outside the

United States. See Part IV, lines 15 and 16 m m m mBenefits paid to or for members4 m m m m m m m m m

5 Compensation of current officers, directors,

trustees, and key employees m m m m m m m m m m6 Compensation not included above, to disqualified

persons (as defined under section 4958(f)(1)) and

persons described in section 4958(c)(3)(B) m m m m m mOther salaries and wages7 m m m m m m m m m m m m

8 Pension plan accruals and contributions (include section

401(k) and 403(b) employer contributions) m m m m m m9 Other employee benefits

Payroll taxes

Fees for services (non-employees):

Management

Legal

Accounting

Lobbying

m m m m m m m m m m m m10

11

m m m m m m m m m m m m m m m m m m

12

13

14

15

16

17

18

19

20

21

22

23

24

a

b

c

d

e

f

g

m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m m m mProfessional fundraising services. See Part IV, line 17

Investment management fees m m m m m m m m mOther. (If line 11g amount exceeds 10% of line 25, column

(A) amount, list line 11g expenses on Schedule O.) m m m m m mAdvertising and promotion

Office expenses

Information technology

m m m m m m m m m m mm m m m m m m m m m m m m m m mm m m m m m m m m m m m m

Royalties

Occupancy

Travel

m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m m m m m mPayments of travel or entertainment expenses

for any federal, state, or local public officials

Conferences, conventions, and meetings

Interest

Payments to affiliates

Depreciation, depletion, and amortization

Insurance

m m m mm m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m mm m m m

m m m m m m m m m m m m m m m m m m mOther expenses. Itemize expenses not covered

above (List miscellaneous expenses in line 24e. If

line 24e amount exceeds 10% of line 25, column

(A) amount, list line 24e expenses on Schedule O.)

a

b

c

d

e All other expenses

25 Total functional expenses. Add lines 1 through 24e

26 Joint costs. Complete this line only if theorganization reported in column (B) joint costsfrom a combined educational campaign and

Ifundraising solicitation. Check here iffollowing SOP 98-2 (ASC 958-720) m m m m m m m

JSA Form 990 (2012)2E1052 1.000


19,781,564. 19,781,564.

72,834. 72,834.

00

1,073,694. 1,073,694.

015,039,342. 13,209,036. 1,830,306.

672,704. 592,397. 80,307.3,479,721. 2,840,647. 639,074.1,134,406. 966,548. 167,858.

0138,540. 138,540.43,750. 43,750.46,081. 46,081.

01,564,803. 1,564,803.

4,168,612. 3,435,631. 732,981.136,384. 3,100. 133,284.

1,931,630. 1,768,375. 163,255.705,517. 640,984. 64,533.

0593,260. 416,595. 176,665.691,158. 599,024. 92,134.

0196,202. 113,596. 82,606.

2,076. 2,076.0

1,672,049. 1,236,610. 435,439.236,554. 173,408. 63,146.

PHARMACEUTICALS 5,344,647. 5,344,647.K-1 EXPENSES-INCL ALLOC DEPR 3,262,298. 3,262,298.COMMUNITY OUTREACH 456,703. 456,703.FEDERAL INCOME TAX 423,700. 423,700.

713,183. 543,498. 169,685.63,581,412. 55,503,576. 8,077,836.

0

KL5721 1184 V 12-7F 60010216 PAGE 13

Form 990 (2012) Page 11

Balance SheetPart X Check if Schedule O contains a response to any question in this Part X m m m m m m m m m m m m m m m m m m m m m

(A)Beginning of year

(B)End of year

Cash - non-interest-bearing

Savings and temporary cash investments

Pledges and grants receivable, net

Accounts receivable, net

1

2

3

4

5

1

2

3

4

5

6

7

8

9

10c

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m

Loans and other receivables from current and former officers, directors,

trustees, key employees, and highest compensated employees.

Complete Part II of Schedule L m m m m m m m m m m m m m m m m m m m m m m m m mLoans and other receivables from other disqualified persons (as defined under section4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employersand sponsoring organizations of section 501(c)(9) voluntary employees' beneficiaryorganizations (see instructions). Complete Part II of Schedule L

6

m m m m m m m m m m mNotes and loans receivable, net

Inventories for sale or use

Prepaid expenses and deferred charges

7

8

9

m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m10a

10b

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

a Land, buildings, and equipment: cost or

other basis. Complete Part VI of Schedule D

Less: accumulated depreciationb

Investments - publicly traded securities

Investments - other securities. See Part IV, line 11

Investments - program-related. See Part IV, line 11

Intangible assets

Other assets. See Part IV, line 11

Total assets. Add lines 1 through 15 (must equal line 34)

m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m

m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m

As

se

ts

Accounts payable and accrued expenses

Grants payable

Deferred revenue

Tax-exempt bond liabilities

m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m

Escrow or custodial account liability. Complete Part IV of Schedule D m m m mLoans and other payables to current and former officers, directors,

trustees, key employees, highest compensated employees, and

disqualified persons. Complete Part II of Schedule LLia

bil

itie

s

m m m m m m m m m m m m m mSecured mortgages and notes payable to unrelated third parties

Unsecured notes and loans payable to unrelated third partiesm m m m m m m

m m m m m m m m mOther liabilities (including federal income tax, payables to related third

parties, and other liabilities not included on lines 17-24). Complete Part X

of Schedule D m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mI

Total liabilities. Add lines 17 through 25 m m m m m m m m m m m m m m m m m m m mandOrganizations that follow SFAS 117 (ASC 958), check here

complete lines 27 through 29, and lines 33 and 34.

27

28

29

30

31

32

33

34

Unrestricted net assets

Temporarily restricted net assets

Permanently restricted net assets

Capital stock or trust principal, or current funds

Paid-in or capital surplus, or land, building, or equipment fund

Retained earnings, endowment, accumulated income, or other funds

Total net assets or fund balances

Total liabilities and net assets/fund balances

27

28

29

30

31

32

33

34

m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m

Im m m m m m m m m m m m m m m m m m m m m m m m

Organizations that do not follow SFAS 117 (ASC 958), check here

complete lines 30 through 34.

and

m m m m m m m m m m m m m m m mm m m m m m m m

m m m m

Ne

t A

ss

ets

or

Fu

nd

Bala

nces

m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m mForm 990 (2012)

JSA

2E1053 1.000


0 4,669,745.4,646,996. 14,162.

0 022,039. 35,448.

0 0

0 00 00 0

277,784. 333,058.

35,091,975.8,038,807. 24,274,675. 27,053,168.

242,314,153. 291,700,938.56,646,550. 75,451,206.

338,577,305. 342,728,527.0 0

100,000. 100,000.666,859,502. 742,086,252.

2,493,498. 3,000,923.35,540,430. 34,371,101.

0 00 00 0

0 00 00 0

0 038,033,928. 37,372,024.

X

628,709,651. 704,601,403.15,923. 12,825.

100,000. 100,000.

628,825,574. 704,714,228.666,859,502. 742,086,252.

KL5721 1184 V 12-7F 60010216 PAGE 14

Form 990 (2012) Page 12Reconciliation of Net Assets Part XI Check if Schedule O contains a response to any question in this Part XI m m m m m m m m m m m m m m m m m m

1

2

3

4

5

6

7

8

9

10

1

2

3

4

5

6

7

8

9

10

Total revenue (must equal Part VIII, column (A), line 12)

Total expenses (must equal Part IX, column (A), line 25)

Revenue less expenses. Subtract line 2 from line 1

Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A))

Net unrealized gains (losses) on investments

Donated services and use of facilities

Investment expenses

Prior period adjustments

Other changes in net assets or fund balances (explain in Schedule O)

m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m

m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m mNet assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line33, column (B)) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

Financial Statements and Reporting Part XII Check if Schedule O contains a response to any question in this Part XII m m m m m m m m m m m m m m m m m

Yes No

1

2

Accounting method used to prepare the Form 990: Cash Accrual Other

If the organization changed its method of accounting from a prior year or checked "Other," explain in

Schedule O.

a Were the organization's financial statements compiled or reviewed by an independent accountant? 2a

2b

2c

3a

3b

m m m m m mIf "Yes," check a box below to indicate whether the financial statements for the year were compiled or

reviewed on a separate basis, consolidated basis, or both:

Separate basis Consolidated basis Both consolidated and separate basis

b

c

a

b

Were the organization's financial statements audited by an independent accountant? m m m m m m m m m m m m m mIf "Yes," check a box below to indicate whether the financial statements for the year were audited on aseparate basis, consolidated basis, or both:

Separate basis Consolidated basis Both consolidated and separate basis

If "Yes" to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight

of the audit, review, or compilation of its financial statements and selection of an independent accountant?

If the organization changed either its oversight process or selection process during the tax year, explain in

Schedule O.

3 As a result of a federal award, was the organization required to undergo an audit or audits as set forth in

the Single Audit Act and OMB Circular A-133? m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mIf "Yes," did the organization undergo the required audit or audits? If the organization did not undergo therequired audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits

Form 990 (2012)

JSA

2E1054 1.000


X142,298,058.63,581,412.78,716,646.

628,825,574.0000

-2,827,992.

704,714,228.

X

X

X

X

X

X

KL5721 1184 V 12-7F 60010216 PAGE 15

OMB No. 1545-0047SCHEDULE A Public Charity Status and Public Support(Form 990 or 990-EZ)

Complete if the organization is a section 501(c)(3) organization or a section4947(a)(1) nonexempt charitable trust.

À¾µ¶Department of the Treasury

Open to Public Inspection I IAttach to Form 990 or Form 990-EZ. See separate instructions.Internal Revenue Service

Name of the organization Employer identification number

Reason for Public Charity Status (All organizations must complete this part.) See instructions. Part I The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)

1

2

3

4

5

6

7

8

9

10

11

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E.)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the

hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in

section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public

described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An organization that normally receives: (1) more than 331/3 % of its support from contributions, membership fees, and gross

receipts from activities related to its exempt functions - subject to certain exceptions, and (2) no more than 331/3% of its

support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses

acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the

purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section

509(a)(3). Check the box that describes the type of supporting organization and complete lines 11e through 11h.

a Type I b Type II c Type III-Functionally integrated d Type III-Non-functionally integrated

e

f

g

h

By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified

persons other than foundation managers and other than one or more publicly supported organizations described in section

509(a)(1) or section 509(a)(2).

If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting

organization, check this box m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mSince August 17, 2006, has the organization accepted any gift or contribution from any of the

following persons?Yes No(i)

(ii)

(iii)

A person who directly or indirectly controls, either alone or together with persons described in (ii)

and (iii) below, the governing body of the supported organization? 11g(i)

11g(ii)

11g(iii)

m m m m m m m m m m m m m m m m m m m m mA family member of a person described in (i) above?

A 35% controlled entity of a person described in (i) or (ii) above?m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m m m m m m mProvide the following information about the supported organization(s).

(i) Name of supportedorganization

(ii) EIN (iii) Type of organization(described on lines 1-9above or IRC section(see instructions))

(iv) Is theorganization incol. (i) listed inyour governing

document?

(v) Did you notifythe organization

in col. (i) ofyour support?

(vi) Is theorganization in

col. (i) organizedin the U.S.?

(vii) Amount of monetarysupport

Yes No Yes No Yes No

(A)

(B)

(C)

(D)

(E)

Total

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Schedule A (Form 990 or 990-EZ) 2012

JSA

2E1210 1.000

METHODIST HEALTHCARE MINISTRIES OF SOUTHTEXAS, INC. 74-1287016

X

XX

XXX

ATTACHMENT 1

373,062.

KL5721 1184 V 12-7F 60010216 PAGE 16

Schedule A (Form 990 or 990-EZ) 2012 Page 2

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify underPart III. If the organization fails to qualify under the tests listed below, please complete Part III.)

Part II

Section A. Public Support(a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) TotalICalendar year (or fiscal year beginning in)

1 Gifts, grants, contributions, andmembership fees received. (Do notinclude any "unusual grants.") m m m m m m

2 Tax revenues levied for theorganization's benefit and either paidto or expended on its behalf m m m m m m m

3 The value of services or facilitiesfurnished by a governmental unit to theorganization without charge m m m m m m m

4 Total. Add lines 1 through 3 m m m m m m m5 The portion of total contributions by

each person (other than agovernmental unit or publiclysupported organization) included online 1 that exceeds 2% of the amountshown on line 11, column (f) m m m m m m m

6 Public support. Subtract line 5 from line 4.

Section B. Total Support(a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) TotalICalendar year (or fiscal year beginning in)

7 Amounts from line 4 m m m m m m m m m m8 Gross income from interest, dividends,

payments received on securities loans,rents, royalties and income from similarsources m m m m m m m m m m m m m m m m m

9 Net income from unrelated businessactivities, whether or not the businessis regularly carried on m m m m m m m m m m

10 Other income. Do not include gain orloss from the sale of capital assets(Explain in Part IV.) m m m m m m m m m m m

11 Total support. Add lines 7 through 10

Gross receipts from related activities, etc. (see instructions)

m m12

14

15

12 m m m m m m m m m m m m m m m m m m m m m m m m m m13 First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3)

I

II

I

II

organization, check this box and stop here m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mSection C. Computation of Public Support Percentage

%

%

14 Public support percentage for 2012 (line 6, column (f) divided by line 11, column (f))

Public support percentage from 2011 Schedule A, Part II, line 14

m m m m m m m m15 m m m m m m m m m m m m m m m m m m m16a 33 1/3 % support test - 2012. If the organization did not check the box on line 13, and line 14 is 331/3 % or more, check

this box and stop here. The organization qualifies as a publicly supported organization m m m m m m m m m m m m m m m m m m m mb 33 1/3 % support test - 2011. If the organization did not check a box on line 13 or 16a, and line 15 is 331/3 % or more,

check this box and stop here. The organization qualifies as a publicly supported organization m m m m m m m m m m m m m m m m m17a 10%-facts-and-circumstances test - 2012. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is

10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in

Part IV how the organization meets the "facts-and-circumstances” test. The organization qualifies as a publicly supported

organization m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mb 10%-facts-and-circumstances test - 2011. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line

15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.

Explain in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly

supported organization m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m18 Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see

instructions m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mSchedule A (Form 990 or 990-EZ) 2012

JSA

2E1220 1.000


KL5721 1184 V 12-7F 60010216 PAGE 17


Support Schedule for Organizations Described in Section 509(a)(2)(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II.If the organization fails to qualify under the tests listed below, please complete Part II.)

Part III

Section A. Public Support(a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) TotalICalendar year (or fiscal year beginning in)

1 Gifts, grants, contributions, and membership fees

received. (Do not include any "unusual grants.")

2 Gross receipts from admissions, merchandise

sold or services performed, or facilities

furnished in any activity that is related to the

organization's tax-exempt purpose m m m m m m3 Gross receipts from activities that are not an

unrelated trade or business under section 513 m4 Tax revenues levied for the

organization's benefit and either paid

to or expended on its behalf m m m m m m m5 The value of services or facilities

furnished by a governmental unit to the

organization without charge m m m m m m m6 Total. Add lines 1 through 5 m m m m m m m7a Amounts included on lines 1, 2, and 3

received from disqualified persons m m m mb Amounts included on lines 2 and 3

received from other than disqualified

persons that exceed the greater of $5,000

or 1% of the amount on line 13 for the year

c Add lines 7a and 7b m m m m m m m m m m m8 Public support (Subtract line 7c from

line 6.) m m m m m m m m m m m m m m m m mSection B. Total Support

(a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) TotalICalendar year (or fiscal year beginning in)

9 Amounts from line 6 m m m m m m m m m m m10 a Gross income from interest, dividends,

payments received on securities loans,rents, royalties and income from similarsources m m m m m m m m m m m m m m m m m

b Unrelated business taxable income (less

section 511 taxes) from businesses

acquired after June 30, 1975 m m m m m mc Add lines 10a and 10b m m m m m m m m m

11 Net income from unrelated businessactivities not included in line 10b,whether or not the business is regularlycarried on m m m m m m m m m m m m m m m

12 Other income. Do not include gain or

loss from the sale of capital assets

(Explain in Part IV.) m m m m m m m m m m m13 Total support. (Add lines 9, 10c, 11,

and 12.) m m m m m m m m m m m m m m m m14 First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3)

organization, check this box and stop here Im m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mSection C. Computation of Public Support Percentage15

16

Public support percentage for 2012 (line 8, column (f) divided by line 13, column (f))

Public support percentage from 2011 Schedule A, Part III, line 15

15

16

17

18

%

%

%

%

m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m mSection D. Computation of Investment Income Percentage17

18

19

20

Investment income percentage for 2012 (line 10c, column (f) divided by line 13, column (f))

Investment income percentage from 2011 Schedule A, Part III, line 17

m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m

a

b

33 1/3 % support tests - 2012. If the organization did not check the box on line 14, and line 15 is more than 331/3 %, and line

I17 is not more than 331/3 %, check this box and stop here. The organization qualifies as a publicly supported organization

33 1/3 % support tests - 2011. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 331/3 %, and

Iline 18 is not more than 331/3 %, check this box and stop here. The organization qualifies as a publicly supported organization

IPrivate foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructionsJSA Schedule A (Form 990 or 990-EZ) 2012

2E1221 1.000


KL5721 1184 V 12-7F 60010216 PAGE 18


Supplemental Information. Complete this part to provide the explanations required by Part II, line 10;Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (Seeinstructions).

Part IV

Schedule A (Form 990 or 990-EZ) 2012JSA

2E1225 1.000


ATTACHMENT 1SCHEDULE A, PART I - INFORMATION ABOUT SUPPORTED ORGANIZATIONS

(III) TYPE OF (IV) (V) (VI) (VII) AMOUNT OF

(I) NAME OF SUPPORTED ORGANIZATION (II) EIN ORGANIZATION YES NO YES NO YES NO SUPPORT

SOUTHWEST TEXAS CONFERENCE OF THE UNITED METHODIST CHURCH 74-1326672 01 X X X 373,062.

TOTAL AMOUNT OF SUPPORT 373,062.

KL5721 1184 V 12-7F 60010216 PAGE 19

OMB No. 1545-0047Schedule B Schedule of Contributors

À¾µ¶(Form 990, 990-EZ,or 990-PF) IDepartment of the TreasuryInternal Revenue Service

Attach to Form 990, Form 990-EZ, or Form 990-PF.


Organization type (check one):

Filers of:

Form 990 or 990-EZ

Section:

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Form 990-PF

Check if your organization is covered by the General Rule or a Special Rule.

Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See

instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more (in money or

property) from any one contributor. Complete Parts I and II.

Special Rules

For a section 501(c)(3) organization filing Form 990 or 990-EZ that met the 33 1/3 % support test of the regulations

under sections 509(a)(1) and 170(b)(1)(A)(vi) and received from any one contributor, during the year, a contribution of

the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1.

Complete Parts I and II.

For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor,

during the year, total contributions of more than $1,000 for use exclusively for religious, charitable, scientific, literary,

or educational purposes, or the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor,

during the year, contributions for use exclusively for religious, charitable, etc., purposes, but these contributions did

not total to more than $1,000. If this box is checked, enter here the total contributions that were received during the

year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule

applies to this organization because it received nonexclusively religious, charitable, etc., contributions of $5,000 or

more during the year I $m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mCaution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,

990-EZ, or 990-PF), but it must answer "No" on Part IV, line 2 of its Form 990; or check the box on line H of its Form 990-EZ or on

Part I, line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions for Form 990, 990-EZ, or 990-PF. Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

JSA

2E1251 1.000


X 3

X

KL5721 1184 V 12-7F 60010216 PAGE 20

Schedule B (Form 990, 990-EZ, or 990-PF) (2012) Page 2

Name of organization Employer identification number

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. Part I

(a)No.

(b)Name, address, and ZIP + 4

(c)Total contributions

(d)Type of contribution

Person

Payroll

Noncash$

(Complete Part II if there isa noncash contribution.)

(a)No.




Person

Payroll

Noncash$


(a)No.




Person

Payroll

Noncash$


(a)No.




Person

Payroll

Noncash$


(a)No.




Person

Payroll

Noncash$


(a)No.




Person

Payroll

Noncash$


Schedule B (Form 990, 990-EZ, or 990-PF) (2012)JSA

2E1253 1.000


1 X

24,116.

2 X

30,000.

3 X

9,998.

4 X

49,132.

5 X

6,360.

KL5721 1184 V 12-7F 60010216 PAGE 21

Schedule B (Form 990, 990-EZ, or 990-PF) (2012) Page 3Name of organization Employer identification number

Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed. Part II

(a) No.

from

Part I

(c)

FMV (or estimate)

(see instructions)

(b)

Description of noncash property given

(d)

Date received

$

(a) No.

from

Part I

(c)

FMV (or estimate)

(see instructions)

(b)


(d)

Date received

$

(a) No.

from

Part I

(c)

FMV (or estimate)

(see instructions)

(b)


(d)

Date received

$

(a) No.

from

Part I

(c)

FMV (or estimate)

(see instructions)

(b)


(d)

Date received

$

(a) No.

from

Part I

(c)

FMV (or estimate)

(see instructions)

(b)


(d)

Date received

$

(a) No.

from

Part I

(c)

FMV (or estimate)

(see instructions)

(b)


(d)

Date received

$


2E1254 1.000


KL5721 1184 V 12-7F 60010216 PAGE 22

Schedule B (Form 990, 990-EZ, or 990-PF) (2012) Page 4Name of organization Employer identification number

Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizationsthat total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.

Part III

For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,contributions of $1,000 or less for the year. (Enter this information once. See instructions.) I $Use duplicate copies of Part III if additional space is needed.

(a) No.fromPart I

(b) Purpose of gift (c) Use of gift (d) Description of how gift is held

(e) Transfer of gift

Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee

(a) No.fromPart I




(a) No.fromPart I




(a) No.fromPart I





2E1255 1.000


KL5721 1184 V 12-7F 60010216 PAGE 23

SCHEDULE C OMB No. 1545-0047Political Campaign and Lobbying Activities(Form 990 or 990-EZ)

For Organizations Exempt From Income Tax Under section 501(c) and section 527 À¾µ¶I I Attach to Form 990 or Form 990-EZ.Complete if the organization is described below. Open to Public

Department of the Treasury I See separate instructions.Internal Revenue Service Inspection

If the organization answered "Yes," to Form 990, Part IV, line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then

%%%

Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.

Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.

Section 527 organizations: Complete Part I-A only.

If the organization answered "Yes," to Form 990, Part IV, line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then

%%

Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.

Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.

If the organization answered "Yes," to Form 990, Part IV, line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35c (Proxy Tax), then

% Section 501(c)(4), (5), or (6) organizations: Complete Part III.

Name of organization Employer identification number

Complete if the organization is exempt under section 501(c) or is a section 527 organization. Part I-A

I1

2

3

4

Provide a description of the organization's direct and indirect political campaign activities in Part IV.

Political expenditures

Volunteer hours

$m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

II

Complete if the organization is exempt under section 501(c)(3). Part I-B $Enter the amount of any excise tax incurred by the organization under section 4955

Enter the amount of any excise tax incurred by organization managers under section 4955

If the organization incurred a section 4955 tax, did it file Form 4720 for this year?

1

2

3

4

m m m m m m$m m

Yes

Yes

No

No

m m m m m m m m m m m m m m m mab

Was a correction made?If "Yes," describe in Part IV.

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mComplete if the organization is exempt under section 501(c), except section 501(c)(3). Part I-C

III

1

2

3

4

Enter the amount directly expended by the filing organization for section 527 exempt function

activities $m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mEnter the amount of the filing organization's funds contributed to other organizations for section

527 exempt function activities $m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mTotal exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL,

line 17b $m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mDid the filing organization file Form 1120-POL for this year? m m m m m m m m m m m m m m m m m m m m m m m m m m m m Yes No

5 Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing

organization made payments. For each organization listed, enter the amount paid from the filing organization's funds. Also enter

the amount of political contributions received that were promptly and directly delivered to a separate political organization, such

as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.

(a) Name (b) Address (c) EIN (d) Amount paid fromfiling organization's

funds. If none, enter -0-.

(e) Amount of politicalcontributions received and

promptly and directlydelivered to a separatepolitical organization. If

none, enter -0-.

(1)

(2)

(3)

(4)

(5)

(6)

Schedule C (Form 990 or 990-EZ) 2012For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

JSA2E1264 1.000


KL5721 1184 V 12-7F 60010216 PAGE 24

Page 2Schedule C (Form 990 or 990-EZ) 2012

Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election undersection 501(h)).

Part II-A

II

A Check if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member'sname, address, EIN, expenses, and share of excess lobbying expenditures).

B Check if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures(The term "expenditures" means amounts paid or incurred.)

(a) Filingorganization's totals

(b) Affiliatedgroup totals

1 a

b

c

d

e

f

Total lobbying expenditures to influence public opinion (grass roots lobbying)

Total lobbying expenditures to influence a legislative body (direct lobbying)

Total lobbying expenditures (add lines 1a and 1b)

Other exempt purpose expenditures

Total exempt purpose expenditures (add lines 1c and 1d)

m m m m mm m m m m m

m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m mLobbying nontaxable amount. Enter the amount from the following table in both

columns.

If the amount on line 1e, column (a) or (b) is:

Not over $500,000

Over $500,000 but not over $1,000,000

Over $1,000,000 but not over $1,500,000

Over $1,500,000 but not over $17,000,000

Over $17,000,000

The lobbying nontaxable amount is:

20% of the amount on line 1e.

$100,000 plus 15% of the excess over $500,000.

$175,000 plus 10% of the excess over $1,000,000.

$225,000 plus 5% of the excess over $1,500,000.

$1,000,000.

g

h

i

j

Grassroots nontaxable amount (enter 25% of line 1f)

Subtract line 1g from line 1a. If zero or less, enter -0-

Subtract line 1f from line 1c. If zero or less, enter -0-

m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m

If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720

reporting section 4911 tax for this year? Yes Nom m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m4-Year Averaging Period Under Section 501(h)

(Some organizations that made a section 501(h) election do not have to complete all of the fivecolumns below. See the instructions for lines 2a through 2f on page 4.)

Lobbying Expenditures During 4-Year Averaging Period

Calendar year (or fiscal yearbeginning in)

(a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) Total

2 a Lobbying nontaxable amount

b Lobbying ceiling amount

(150% of line 2a, column (e))

c Total lobbying expenditures

d Grassroots nontaxable amount

e Grassroots ceiling amount

(150% of line 2d, column (e))

f Grassroots lobbying expenditures

Schedule C (Form 990 or 990-EZ) 2012

JSA

2E1265 1.000


KL5721 1184 V 12-7F 60010216 PAGE 25

Page 3Schedule C (Form 990 or 990-EZ) 2012

Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768(election under section 501(h)).

Part II-B

(a) (b)For each "Yes," response to lines 1a through 1i below, provide in Part IV a detailed

description of the lobbying activity. Yes No Amount

During the year, did the filing organization attempt to influence foreign, national, state or local

legislation, including any attempt to influence public opinion on a legislative matter or

referendum, through the use of:

1

a

b

c

d

e

f

g

h

i

j

Volunteers?

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)?

Media advertisements?

Mailings to members, legislators, or the public?

Publications, or published or broadcast statements?

Grants to other organizations for lobbying purposes?

Direct contact with legislators, their staffs, government officials, or a legislative body?

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means?

Other activities?

Total. Add lines 1c through 1i

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mmm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m

m m m m m mm m m m

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m2 a Did the activities in line 1 cause the organization to be not described in section 501(c)(3)?

If "Yes," enter the amount of any tax incurred under section 4912

If "Yes," enter the amount of any tax incurred by organization managers under section 4912

If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year?

m m mb m m m m m m m m m m m m m m m mc m md m m m m m

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section501(c)(6).

Part III-A

Yes No

1

2

3

Were substantially all (90% or more) dues received nondeductible by members?

Did the organization make only in-house lobbying expenditures of $2,000 or less?

Did the organization agree to carry over lobbying and political expenditures from the prior year?

1m m m m m m m m m m m m m m m m m m m2m m m m m m m m m m m m m m m m m m3m m m m m m m m m m

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No," OR (b) Part III-A, line 3, is answered "Yes."

Part III-B

1 Dues, assessments and similar amounts from members 1m m m m m m m m m m m m m m m m m m m m m m m m m m m m2 Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of

political expenses for which the section 527(f) tax was paid).

a

b

c

Current year

Carryover from last year

Total

2a

2b

2c

3

4

5

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m3 Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues m m m m4 If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the

excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying

and political expenditure next year? m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m5 Taxable amount of lobbying and political expenditures (see instructions) m m m m m m m m m m m m m m m m m m m

Supplemental Information Part IV

Complete this part to provide the descriptions required for Part I-A, line 1; Part I-B, line 4; Part I-C, line 5; Part II-A (affiliated group

list); Part II-A, line 2; and Part II-B, line 1. Also, complete this part for any additional information.

Schedule C (Form 990 or 990-EZ) 2012JSA2E1266 1.000


XX

XX

X 822.X 63,322.X 3,608.X 6,016.X 1,084.

74,852.X

OTHER LOBBYING ACTIVITIES

SCHEDULE C, PART II 1-I

OTHER LOBBYING ACTIVITIES INCLUDE: REGISTRATION FEES, MEMBERSHIP DUES,

AND PHONE SERVICES.

KL5721 1184 V 12-7F 60010216 PAGE 26

Schedule C (Form 990 or 990-EZ) 2012 Page 4

Supplemental Information (continued) Part IV

Schedule C (Form 990 or 990-EZ) 2012JSA

2E1500 1.000


KL5721 1184 V 12-7F 60010216 PAGE 27

OMB No. 1545-0047SCHEDULE DSupplemental Financial Statements

(Form 990)

IComplete if the organization answered "Yes," to Form 990,Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.

À¾µ¶ Open to Public Department of the Treasury I IAttach to Form 990. See separate instructions.Internal Revenue Service Inspection


Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if theorganization answered "Yes" to Form 990, Part IV, line 6.

Part I

(a) Donor advised funds (b) Funds and other accounts

1

2

3

4

5

6

Total number at end of year

Aggregate contributions to (during year)

Aggregate grants from (during year)

Aggregate value at end of year

m m m m m m m m m m mm m m m

m m m m m m mm m m m m m m m m m

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised

funds are the organization’s property, subject to the organization's exclusive legal control? m m m m m m m m m m m Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used

only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose

conferring impermissible private benefit? m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Yes No

Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7. Part II 1 Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education)

Protection of natural habitat

Preservation of open space

Preservation of an historically important land area

Preservation of a certified historic structure

2

3

4

5

6

7

8

9

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservationeasement on the last day of the tax year.

Held at the End of the Tax Year

2a

2b

2c

2d

a

b

c

d

Total number of conservation easements

Total acreage restricted by conservation easements

Number of conservation easements on a certified historic structure included in (a)

Number of conservation easements included in (c) acquired after 8/17/06, and not on a

historic structure listed in the National Register

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the

tax year

Number of states where property subject to conservation easement is located

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of

violations, and enforcement of the conservation easements it holds?

Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year

Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)

(i) and section 170(h)(4)(B)(ii)?

m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m

m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m

II

m m m m m m m m m m m m m m m m m m m m m m m Yes No

II $

Yes Nom m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mIn Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and

balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes theorganization’s accounting for conservation easements.

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.Complete if the organization answered "Yes" to Form 990, Part IV, line 8.

Part III

1a If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheetworks of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance ofpublic service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

b If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheetworks of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance ofpublic service, provide the following amounts relating to these items:

I(i)

(ii)

Revenues included in Form 990, Part VIII, line 1

Assets included in Form 990, Part X

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m $

$Im m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m2 If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the

following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:

Ia Revenues included in Form 990, Part VIII, line 1Assets included in Form 990, Part X

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m $$b m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m I

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule D (Form 990) 2012JSA

2E1268 1.000


KL5721 1184 V 12-7F 60010216 PAGE 28

Schedule D (Form 990) 2012 Page 2Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued) Part III

Using the organization's acquisition, accession, and other records, check any of the following that are a significant use of its

Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part

XIII.

3

4

5

collection items (check all that apply):

Public exhibition

Scholarly research

Preservation for future generations

Loan or exchange programs

Other

a

b

c

d

e

During the year, did the organization solicit or receive donations of art, historical treasures, or other similar

assets to be sold to raise funds rather than to be maintained as part of the organization's collection? m m m m m m Yes No

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990, Part IV,line 9, or reported an amount on Form 990, Part X, line 21.

Part IV

1a

b

c

d

e

f

2a

b

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not

included on Form 990, Part X?

If "Yes," explain the arrangement in Part XIII and complete the following table:

Beginning balance

Additions during the year

Distributions during the year

Ending balance

Did the organization include an amount on Form 990, Part X, line 21?

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII

Yes Nom m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mAmount

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

1c

1d

1e

1f

Yes Nom m m m m m m m m m m m m m m m m m m m m mm m m m m m m m mEndowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10. Part V

(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back

m m m mm m m m m m m m m m m

m m m m m m m m m m m m mm m m m m m

m m m m m m m m m m mm m m m m

m m m m m m m m

1a

b

c

d

e

f

g

a

b

c

3a

b

Beginning of year balance

Contributions

Net investment earnings, gains,

and losses

Grants or scholarships

Other expenditures for facilities

and programs

Administrative expenses

End of year balance

I2

4

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment %

Permanent endowment %

Temporarily restricted endowment %

The percentages in lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the

organization by:

(i) unrelated organizations

(ii) related organizations

If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R?

Describe in Part XIII the intended uses of the organization's endowment funds.

II

Yes No

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 3a(i)

3a(ii)

3b

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m

Land, Buildings, and Equipment. See Form 990, Part X, line 10. Part VI Description of property (a) Cost or other basis

(investment)(b) Cost or other basis

(other)(c) Accumulated

depreciation(d) Book value

m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m

m m m m m m m m m mm m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m m m m m

1a

b

c

d

e

Land

Buildings

Leasehold improvements

Equipment

Other

m m m m m m ITotal. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)

Schedule D (Form 990) 2012

JSA

2E1269 1.000


100,000. 100,000. 100,000. 100,000. 100,000.

1,488. 1,949. 4,107. 5,515. 5,514.

1,488. 1,949. 4,107. 5,515. 5,514.

100,000. 100,000. 100,000. 100,000. 100,000.

100.0000

XX

2,527,278. 2,527,278.22,815,939. 4,707,574. 18,108,365.

242,026. 140,256. 101,770.5,599,269. 3,190,977. 2,408,292.3,907,463. 3,907,463.

27,053,168.

KL5721 1184 V 12-7F 60010216 PAGE 29

Schedule D (Form 990) 2012 Page 3

Investments - Other Securities. See Form 990, Part X, line 12. Part VII (a) Description of security or category

(including name of security)(b) Book value (c) Method of valuation:

Cost or end-of-year market value

(1) Financial derivatives

(2) Closely-held equity interests

(3) Other

m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m

(A)

(B)

(C)

(D)

(E)

(F)

(G)

(H)

(I)

ITotal. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Investments - Program Related. See Form 990, Part X, line 13. Part VIII (a) Description of investment type (b) Book value (c) Method of valuation:

Cost or end-of-year market value

(1)

(2)

(3)

(4)

(5)

(6)

(7)

(8)

(9)

(10)


Other Assets. See Form 990, Part X, line 15. Part IX (a) Description (b) Book value

(1)

(2)

(3)

(4)

(5)

(6)

(7)

(8)

(9)

(10)

ITotal. (Column (b) must equal Form 990, Part X, col. (B) line 15.) m m m m m m m m m m m m m m m m m m m m m m m m m mOther Liabilities. See Form 990, Part X, line 25. Part X

1. (a) Description of liability (b) Book value

(1)

(2)

(3)

(4)

(5)

(6)

(7)

(8)

(9)

(10)

(11)

Federal income taxes


2. FIN 48 (ASC 740) Footnote. In Part XIII, 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 (ASC 740). Check here if the text of the footnote has been provided in Part XIII m m m m m m m m m m mJSA Schedule D (Form 990) 20122E1270 1.000


OVERSEAS CAP PARTNERS, INC. 26,248,721. FMVBLACK DIAMOND LTD 9,798,984. FMVDOUBLE BLACK DIAMOND LTD 17,754,104. FMVBLACK DIAMOND STRUC OPP II LP 6,416,750. FMVEAGLE INCOME APPRECIATIONS LLC 11,215,287. FMVOZ OVERSEAS FUND II, LTD 235,541. FMVINCUBE VENTURES II, LP 514,475. FMVTARGETED TECHNOLOGY FUND, LP 339,066. FMVBIO2 MEDICAL 250,000. FMV

75,451,206.

EQUITY OWNERSHIP IN METHODIST 342,728,527. COST

342,728,527.

KL5721 1184 V 12-7F 60010216 PAGE 30


Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Part XI 1

2

3

4

5

Total revenue, gains, and other support per audited financial statements

Amounts included on line 1 but not on Form 990, Part VIII, line 12:

Net unrealized gains on investments


Recoveries of prior year grants

Other (Describe in Part XIII.)

Add lines 2a through 2d

Subtract line 2e from line 1

Amounts included on Form 990, Part VIII, line 12, but not on line 1 :

Investment expenses not included on Form 990, Part VIII, line 7b


Add lines 4a and 4b

Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.)

1

2e

3

4c

5

m m m m m m m m m m m m m m m m ma

b

c

d

e

a

b

c

2a

2b

2c

2d

4a

4b

m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m

m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m

Reconciliation of Expenses per Audited Financial Statements With Expenses per Return Part XII 1

2

3

4

5

1

2

3

4

5

Total expenses and losses per audited financial statements

Amounts included on line 1 but not on Form 990, Part IX, line 25:


Prior year adjustments

Other losses


Add lines 2a through 2d

Subtract line 2e from line 1

Amounts included on Form 990, Part IX, line 25, but not on line 1:

Investment expenses not included on Form 990, Part VIII, line 7b


Add lines 4a and 4b

Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.)

1

2e

3

4c

5

m m m m m m m m m m m m m m m m m m m m m m m ma

b

c

d

e

a

b

c

2a

2b

2c

2d

4a

4b

m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m

m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m

Supplemental Information Part XIIIComplete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part IV, lines 1b and 2b;Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.


JSA

2E1271 1.000


WHEATLEY ENDOWMENT FUND

SCHEDULE D PART V

THE ENDOWMENT FUND IS CONSIDERED A PERMANENTLY RESTRICTED ASSET. THE

INVESTMENT IS TO BE HELD IN PERPETUITY WITH THE INCOME DESIGNATED FOR

CHARITY CARE.

KL5721 1184 V 12-7F 60010216 PAGE 31


Supplemental Information (continued) Part XIII


JSA

2E1226 2.000


KL5721 1184 V 12-7F 60010216 PAGE 32

OMB No. 1545-0047HospitalsSCHEDULE H

(Form 990)

I Complete if the organization answered "Yes" to Form 990, Part IV, question 20. À¾µ¶II Attach to Form 990. See separate instructions. Open to Public Department of the Treasury

Internal Revenue Service Inspection Name of the organization Employer identification number

Financial Assistance and Certain Other Community Benefits at Cost Part I Yes No

1a

1b

3a

3b

4

5a

5b

5c

6a

6b

1a

b

a

b

c

5a

b

c

6a

b

a

b

Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a

If "Yes," was it a written policy?

m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

2 If the organization had multiple hospital facilities, indicate which of the following best describes application ofthe financial assistance policy to its various hospital facilities during the tax year.

Applied uniformly to all hospital facilities

Generally tailored to individual hospital facilities

Applied uniformly to most hospital facilities

3 Answer the following based on the financial assistance eligibility criteria that applied to the largest number ofthe organization's patients during the tax year.

Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providingfree care? If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:

100% 150% 200% Other %

Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes,"indicate which of the following was the family income limit for eligibility for discounted care: m m m m m m m m m m m m m

200% 250% 300% 350% 400% Other %

If the organization used factors other than FPG in determining eligibility, describe in Part VI the income based

criteria for determining eligibility for free or discounted care. Include in the description whether the

organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility

for free or discounted care.

Did the organization's financial assistance policy that applied to the largest number of its patients during thetax year provide for free or discounted care to the "medically indigent"?

4

Did the organization budget amounts for free or discounted care provided under its financial assistance policy during the tax year?

If "Yes," did the organization's financial assistance expenses exceed the budgeted amount?

m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m

If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or

discounted care to a patient who was eligible for free or discounted care? m m m m m m m m m m m m m m m m m m m m m m mDid the organization prepare a community benefit report during the tax year?

If "Yes," did the organization make it available to the public?

m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

Complete the following table using the worksheets provided in the Schedule H instructions. Do not submitthese worksheets with the Schedule H.

(d) Direct offsettingrevenue

(e) Net communitybenefit expense

(f) Percentof total

expense

7 Financial Assistance and Certain Other Community Benefits at Cost(a) Number of

activities orprograms(optional)

(b) Personsserved

(optional)

(c) Total communitybenefit expense

Financial Assistance andMeans-Tested Government

Programs

Financial Assistance at cost

(from Worksheet 1) m m m mMedicaid (from Worksheet 3,

column a) m m m m m m m mc Costs of other means-tested

government programs (fromWorksheet 3, column b) m mTotal Financial Assistance anddMeans-Tested GovernmentPrograms

Other Benefits

m m m m m m m me Community health improvement

services and community benefit

operations (from Worksheet 4) mf Health professions education

(from Worksheet 5)

Subsidized health services (from

Worksheet 6)

Research (from Worksheet 7)

m m m mg

m m m m m m m mh

Cash and in-kind contributionsfor community benefit (fromWorksheet 8)

i

m m m m m m m mTotal. Other Benefits m m m mj

k Total. Add lines 7d and 7j m mFor Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule H (Form 990) 2012JSA 2E1284 1.000


XX

X

XX

XX 500.0000

XX

X

XX

18,556,670. 1,830,477. 16,726,193. 2.45

79,621,418. 106,313,909. -26,692,491.

3,330,901. 3,765,471. -434,570.

101,508,989. 111,909,857. -10,400,868.

37,140,596. 269,097. 36,871,499. 5.39

1,387,414. 45,364. 1,342,050. .20

19,781,564. 19,781,564. 2.8958,309,574. 314,461. 57,995,113. 8.48

159,818,563. 112,224,318. 47,594,245. 6.96

KL5721 1184 V 12-7F 60010216 PAGE 33

Schedule H (Form 990) 2012 Page 2

Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted thehealth of the communities it serves.

Part II

(a) Number of

activities or

programs

(optional)

(b) Personsserved

(optional)

(c) Total communitybuilding expense

(d) Direct offsettingrevenue

(e) Net communitybuilding expense

(f) Percent oftotal expense

1

2

3

4

5

6

7

8

9

10

Physical improvements and housing

Economic development

Community support

Environmental improvements

Leadership development and

training for community members

Coalition building

Community health improvement

advocacy

Workforce development

Other

Total

Bad Debt, Medicare, & Collection Practices Part III

YesSection A. Bad Debt Expense No

1

2

3

4

Did the organization report bad debt expense in accordance with Healthcare Financial Management Association

Statement No. 15? 1

9a

9b

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mEnter the amount of the organization's bad debt expense. Explain in Part VI the

methodology used by the organization to estimate this amount 2

3

m m m m m m m m m m m m m mEnter the estimated amount of the organization’s bad debt expense attributable to

patients eligible under the organization’s financial assistance policy. Explain in Part VI

the methodology used by the organization to estimate this amount and the rationale,

if any, for including this portion of bad debt as community benefit. m m m m m m m m m m mProvide in Part VI the text of the footnote to the organization's financial statements that describes bad debt

expense or the page number on which this footnote is contained in the attached financial statements.

Section B. Medicare

5

6

7

Enter total revenue received from Medicare (including DSH and IME)

Enter Medicare allowable costs of care relating to payments on line 5

Subtract line 6 from line 5. This is the surplus (or shortfall)

5

6

7

8

m m m m m m m m m mm m m m m m m m m m

m m m m m m m m m m m m m m m mDescribe in Part VI the extent to which any shortfall reported in line 7 should be treated as community

benefit. Also describe in Part VI the costing methodology or source used to determine the amount reported

on line 6. Check the box that describes the method used:

Cost accounting system Cost to charge ratio OtherSection C. Collection Practices

9a Did the organization have a written debt collection policy during the tax year? m m m m m m m m m m m m m m m m m m m m mb If "Yes," did the organization's collection policy that applied to the largest number of its patients during the tax year contain provisions on the

collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI m m m m m m m m m m m m m mManagement Companies and Joint Ventures (owned 10% or more by officers, directors, trustees, key employees, and physicians-see instructions) Part IV

(b) Description of primaryactivity of entity

(c) Organization'sprofit % or stock

ownership %

(d) Officers, directors,trustees, or key

employees' profit %or stock ownership %

(e) Physicians'profit % or stock

ownership %

(a) Name of entity

1

2

3

4

5

6

7

8

9

10

11

12

13JSA Schedule H (Form 990) 20122E1285 1.000


X

78,843,991.

4,619,014.

187,755,263.185,150,094.

2,605,169.

X

X

X

METH AMB SURG CTR-MC FREESTANDING ASC 36.70000 13.30000COMP RAD MGMT SVCS IMAGING SERVICES 25.00000 25.00000METH AMB SURG CTR-NC FREESTANDING ASC 37.75000 12.25000

KL5721 1184 V 12-7F 60010216 PAGE 34


Facility Information Part V

Lice

nse

d h

osp

ital

Ge

ne

ral m

ed

ica

l & su

rgica

l

Ch

ildre

n's h

osp

ital

Te

ach

ing

ho

spita

l

Critica

l acce

ss ho

sp

ital

Re

sea

rch fa

cility

ER

-24

ho

urs

ER

-oth

er

Section A. Hospital Facilities

(list in order of size, from largest to smallest - see instructions)

How many hospital facilities did the organization operate

during the tax year?FacilityreportinggroupName, address, and primary website address Other (describe)

1

2

3

4

5

6

7

8

9

10

11

12

Schedule H (Form 990) 2012

JSA

2E1286 2.000


8

METHODIST HOSPITAL7700 FLOYD CURL DRIVESAN ANTONIO TX 78229

X X XMETHODIST CHILDREN'S HOSPITAL

7700 FLOYD CURL DRIVESAN ANTONIO TX 78229

X X XMETROPOLITAN METHODIST HOSPITAL

1310 MCCULLOUGH AVENUESAN ANTONIO TX 78212

X X XMETHODIST SPECIALTY & TRANSPLANT

8026 FLOYD CURL DRIVESAN ANTONIO TX 78229

X X XNORTHEAST METHODIST HOSPITAL

12412 JUDSON ROADSAN ANTONIO TX 78223

X X XMETHODIST STONE OAK HOSPITAL

1139 E. SONTERRA BLVDSAN ANTONIO TX 78258

X X XMETHODIST TEXSAN HOSPITAL

6700 IH 10 WESTSAN ANTONIO TX 78201

X X XMETHODIST AMBULATORY SURGERY

9150 HUEBNER RD, SUITE 100SAN ANTONIO TX 78240

X X X

KL5721 1184 V 12-7F 60010216 PAGE 35


Facility Information (continued) Part V

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)

Name of hospital facility or facility reporting group

For single facility filers only: line number of hospital facility (from Schedule H, Part V, Section A)Yes No

Community Health Needs Assessment (Lines 1 through 8c are optional for tax years beginning on or before March 23, 2012)

1

2

3

4

5

6

7

During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a

community health needs assessment (CHNA)? If "No," skip to line 9 1

3

4

5

7

8a

8b

m m m m m m m m m m m m m m m m m m m m m m m mIf "Yes," indicate what the CHNA report describes (check all that apply):

a

b

c

d

e

f

g

h

i

j

a

b

c

a

b

c

d

e

f

g

h

i

a

b

c

A definition of the community served by the hospital facility

Demographics of the community

Existing health care facilities and resources within the community that are available to respond to the

health needs of the community

How data was obtained

The health needs of the community

Primary and chronic disease needs and other health issues of uninsured persons, low-income persons,

and minority groups

The process for identifying and prioritizing community health needs and services to meet the

community health needs

The process for consulting with persons representing the community's interests

Information gaps that limit the hospital facility's ability to assess the community's health needs

Other (describe in Part VI)

Indicate the tax year the hospital facility last conducted a CHNA: 20

In conducting its most recent CHNA, did the hospital facility take into account input from representatives of

the community served by the hospital facility, including those with special knowledge of or expertise in public

health? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who

represent the community, and identify the persons the hospital facility consulted m m m m m m m m m m m m m m m m mWas the hospital facility's CHNA conducted with one or more other hospital facilities? If "Yes," list the other

hospital facilities in Part VI m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mDid the hospital facility make its CHNA report widely available to the public?

If "Yes," indicate how the CHNA report was made widely available (check all that apply):m m m m m m m m m m m m m m m m m m m

Hospital facility's website

Available upon request from the hospital facility


If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check

all that apply to date):

Adoption of an implementation strategy that addresses each of the community health needs identified

through the CHNA

Execution of the implementation strategy

Participation in the development of a community-wide plan

Participation in the execution of a community-wide plan

Inclusion of a community benefit section in operational plans

Adoption of a budget for provision of services that address the needs identified in the CHNA

Prioritization of health needs in its community

Prioritization of services that the hospital facility will undertake to meet health needs in its community


Did the hospital facility address all of the needs identified in its most recently conducted CHNA? If "No,"

explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs m m m8 Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a

CHNA as required by section 501(r)(3)? m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mIf “Yes” to line 8a, did the organization file Form 4720 to report the section 4959 excise tax? m m m m m m m m m mIf “Yes” to line 8b, what is the total amount of section 4959 excise tax the organization reported on Form

4720 for all of its hospital facilities? $

JSA Schedule H (Form 990) 2012

2E1287 1.000


METHODIST HOSPITAL

1

KL5721 1184 V 12-7F 60010216 PAGE 36








1

2

3

4

5

6

7



3

4

5

7

8a

8b


a

b

c

d

e

f

g

h

i

j

a

b

c

a

b

c

d

e

f

g

h

i

a

b

c








and minority groups



















through the CHNA














2E1287 1.000


METHODIST CHILDREN'S HOSPITAL

2

KL5721 1184 V 12-7F 60010216 PAGE 37








1

2

3

4

5

6

7



3

4

5

7

8a

8b


a

b

c

d

e

f

g

h

i

j

a

b

c

a

b

c

d

e

f

g

h

i

a

b

c








and minority groups



















through the CHNA














2E1287 1.000


METROPOLITAN METHODIST HOSPITAL

3

KL5721 1184 V 12-7F 60010216 PAGE 38








1

2

3

4

5

6

7



3

4

5

7

8a

8b


a

b

c

d

e

f

g

h

i

j

a

b

c

a

b

c

d

e

f

g

h

i

a

b

c








and minority groups



















through the CHNA














2E1287 1.000


METHODIST SPECIALTY & TRANSPLANT

4

KL5721 1184 V 12-7F 60010216 PAGE 39








1

2

3

4

5

6

7



3

4

5

7

8a

8b


a

b

c

d

e

f

g

h

i

j

a

b

c

a

b

c

d

e

f

g

h

i

a

b

c








and minority groups



















through the CHNA














2E1287 1.000


NORTHEAST METHODIST HOSPITAL

5

KL5721 1184 V 12-7F 60010216 PAGE 40








1

2

3

4

5

6

7



3

4

5

7

8a

8b


a

b

c

d

e

f

g

h

i

j

a

b

c

a

b

c

d

e

f

g

h

i

a

b

c








and minority groups



















through the CHNA














2E1287 1.000


METHODIST STONE OAK HOSPITAL

6

KL5721 1184 V 12-7F 60010216 PAGE 41








1

2

3

4

5

6

7



3

4

5

7

8a

8b


a

b

c

d

e

f

g

h

i

j

a

b

c

a

b

c

d

e

f

g

h

i

a

b

c








and minority groups



















through the CHNA














2E1287 1.000


METHODIST TEXSAN HOSPITAL

7

KL5721 1184 V 12-7F 60010216 PAGE 42








1

2

3

4

5

6

7



3

4

5

7

8a

8b


a

b

c

d

e

f

g

h

i

j

a

b

c

a

b

c

d

e

f

g

h

i

a

b

c








and minority groups



















through the CHNA














2E1287 1.000


METHODIST AMBULATORY SURGERY

8

KL5721 1184 V 12-7F 60010216 PAGE 43


Facility Information (continued) Part V Yes NoFinancial Assistance Policy

Did the hospital facility have in place during the tax year a written financial assistance policy that:

9

10

11

12

13

Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted

care? 9

10

11

12

13

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mUsed federal poverty guidelines (FPG) to determine eligibility for providing free care? m m m m m m m m m m m m m mIf "Yes," indicate the FPG family income limit for eligibility for free care:

If "No," explain in Part VI the criteria the hospital facility used.

%

Used FPG to determine eligibility for providing discounted care?

If "Yes," indicate the FPG family income limit for eligibility for discounted care:


m m m m m m m m m m m m m m m m m m m m m m m m m m%

Explained the basis for calculating amounts charged to patients? m m m m m m m m m m m m m m m m m m m m m m m m mIf "Yes," indicate the factors used in determining such amounts (check all that apply):

a

b

c

d

e

f

g

h

Income level

Asset level

Medical indigency

Insurance status

Uninsured discount

Medicaid/Medicare

State regulation


Explained the method for applying for financial assistance?Included measures to publicize the policy within the community served by the hospital facility?If "Yes," indicate how the hospital facility publicized the policy (check all that apply):

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m14

15

17

14 m m m m m m m m ma

b

c

d

e

f

g

The policy was posted on the hospital facility's website

The policy was attached to billing invoices

The policy was posted in the hospital facility's emergency rooms or waiting rooms

The policy was posted in the hospital facility's admissions offices

The policy was provided, in writing, to patients on admission to the hospital facility

The policy was available on request


Billing and Collections

15

16

17

Did the hospital facility have in place during the tax year a separate billing and collections policy, or a writtenfinancial assistance policy (FAP) that explained actions the hospital facility may take upon non-payment? m m m mCheck all of the following actions against an individual that were permitted under the hospital facility'spolicies during the tax year before making reasonable efforts to determine the patient's eligibility under thefacility's FAP:

a

b

c

d

e

Reporting to credit agency

Lawsuits

Liens on residences

Body attachments

Other similar actions (describe in Part VI)

Did the hospital facility or an authorized third party perform any of the following actions during the tax year

before making reasonable efforts to determine the patient's eligibility under the facility's FAP? m m m m m m m m mIf "Yes," check all actions in which the hospital facility or a third party engaged:

a

b

c

d

e


Lawsuits

Liens on residences

Body attachments

Other similar actions (describe in Part VI)Schedule H (Form 990) 2012

JSA

2E1323 1.000


METHODIST HOSPITAL

XX

2 0 0

X5 0 0

X

XXXXXX

XXX

X

XXXX

X

X

KL5721 1184 V 12-7F 60010216 PAGE 44




9

10

11

12

13


care? 9

10

11

12

13



%






a

b

c

d

e

f

g

h

Income level

Asset level

Medical indigency

Insurance status

Uninsured discount

Medicaid/Medicare

State regulation




15

17


b

c

d

e

f

g









15

16

17


a

b

c

d

e


Lawsuits

Liens on residences

Body attachments




a

b

c

d

e


Lawsuits

Liens on residences

Body attachments


JSA

2E1323 1.000



XX

2 0 0

X5 0 0

X

XXXXXX

XX

X

XXXX

X

X

KL5721 1184 V 12-7F 60010216 PAGE 45




9

10

11

12

13


care? 9

10

11

12

13



%






a

b

c

d

e

f

g

h

Income level

Asset level

Medical indigency

Insurance status

Uninsured discount

Medicaid/Medicare

State regulation




15

17


b

c

d

e

f

g









15

16

17


a

b

c

d

e


Lawsuits

Liens on residences

Body attachments




a

b

c

d

e


Lawsuits

Liens on residences

Body attachments


JSA

2E1323 1.000



XX

2 0 0

X5 0 0

X

XXXXXX

XXX

X

XXXX

X

X

KL5721 1184 V 12-7F 60010216 PAGE 46




9

10

11

12

13


care? 9

10

11

12

13



%






a

b

c

d

e

f

g

h

Income level

Asset level

Medical indigency

Insurance status

Uninsured discount

Medicaid/Medicare

State regulation




15

17


b

c

d

e

f

g









15

16

17


a

b

c

d

e


Lawsuits

Liens on residences

Body attachments




a

b

c

d

e


Lawsuits

Liens on residences

Body attachments


JSA

2E1323 1.000



XX

2 0 0

X5 0 0

X

XXXXXX

XXX

X

XXXX

X

X

KL5721 1184 V 12-7F 60010216 PAGE 47




9

10

11

12

13


care? 9

10

11

12

13



%






a

b

c

d

e

f

g

h

Income level

Asset level

Medical indigency

Insurance status

Uninsured discount

Medicaid/Medicare

State regulation




15

17


b

c

d

e

f

g









15

16

17


a

b

c

d

e


Lawsuits

Liens on residences

Body attachments




a

b

c

d

e


Lawsuits

Liens on residences

Body attachments


JSA

2E1323 1.000



XX

2 0 0

X5 0 0

X

XXXXXX

XXX

X

XXXX

X

X

KL5721 1184 V 12-7F 60010216 PAGE 48




9

10

11

12

13


care? 9

10

11

12

13



%






a

b

c

d

e

f

g

h

Income level

Asset level

Medical indigency

Insurance status

Uninsured discount

Medicaid/Medicare

State regulation




15

17


b

c

d

e

f

g









15

16

17


a

b

c

d

e


Lawsuits

Liens on residences

Body attachments




a

b

c

d

e


Lawsuits

Liens on residences

Body attachments


JSA

2E1323 1.000



XX

2 0 0

X5 0 0

X

XXXXXX

XXX

X

XXXX

X

X

KL5721 1184 V 12-7F 60010216 PAGE 49




9

10

11

12

13


care? 9

10

11

12

13



%






a

b

c

d

e

f

g

h

Income level

Asset level

Medical indigency

Insurance status

Uninsured discount

Medicaid/Medicare

State regulation




15

17


b

c

d

e

f

g









15

16

17


a

b

c

d

e


Lawsuits

Liens on residences

Body attachments




a

b

c

d

e


Lawsuits

Liens on residences

Body attachments


JSA

2E1323 1.000



XX

2 0 0

X5 0 0

X

XXXXXX

XXX

X

XXXX

X

X

KL5721 1184 V 12-7F 60010216 PAGE 50




9

10

11

12

13


care? 9

10

11

12

13



%






a

b

c

d

e

f

g

h

Income level

Asset level

Medical indigency

Insurance status

Uninsured discount

Medicaid/Medicare

State regulation




15

17


b

c

d

e

f

g









15

16

17


a

b

c

d

e


Lawsuits

Liens on residences

Body attachments




a

b

c

d

e


Lawsuits

Liens on residences

Body attachments


JSA

2E1323 1.000



XX

2 0 0

X5 0 0

X

XXXXXX

XXX

X

XXXX

X

X

KL5721 1184 V 12-7F 60010216 PAGE 51

Schedule H (Form 990) 2012 Page 6Facility Information (continued) Part V

Indicate which efforts the hospital facility made before initiating any of the actions listed in line 17 (check all that apply):18

a

b

c

d

e

Notified individuals of the financial assistance policy on admission

Notified individuals of the financial assistance policy prior to discharge

Notified individuals of the financial assistance policy in communications with the patients regarding the patients' bills

Documented its determination of whether patients were eligible for financial assistance under the hospital facility's

financial assistance policy


Policy Relating to Emergency Medical CareYes No

19 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care

that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to

individuals regardless of their eligibility under the hospital facility's financial assistance policy? 19m m m m m m m m m m mIf "No," indicate why:

a

b

c

The hospital facility did not provide care for any emergency medical conditions

The hospital facility's policy was not in writing

The hospital facility limited who was eligible to receive care for emergency medical conditions (describein Part VI)

d Other (describe in Part VI)

Changes to Individuals Eligible for Assistance under the FAP (FAP-Eligible Individuals)

20 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged

to FAP-eligible individuals for emergency or other medically necessary care.

The hospital facility used its lowest negotiated commercial insurance rate when calculating themaximum amounts that can be charged

a

b The hospital facility used the average of its three lowest negotiated commercial insurance rates whencalculating the maximum amounts that can be charged

c The hospital facility used the Medicare rates when calculating the maximum amounts that can be

charged

Other (describe in Part VI)d

21 During the tax year, did the hospital facility charge any of its FAP- eligible individuals, to whom the hospital

facility provided emergency or other medically necessary services, more than the amounts generally billed to

individuals who had insurance covering such care? 20

21

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mIf "Yes," explain in Part VI.

22 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the grosscharge for any service provided to that individual? m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mIf "Yes," explain in Part VI.


JSA

2E1324 1.000


METHODIST HOSPITAL

X

X

X

X

KL5721 1184 V 12-7F 60010216 PAGE 52



a

b

c

d

e











a

b

c









a



charged





21




JSA

2E1324 1.000



X

X

X

X

KL5721 1184 V 12-7F 60010216 PAGE 53



a

b

c

d

e











a

b

c









a



charged





21




JSA

2E1324 1.000



X

X

X

X

KL5721 1184 V 12-7F 60010216 PAGE 54



a

b

c

d

e











a

b

c









a



charged





21




JSA

2E1324 1.000



X

X

X

X

KL5721 1184 V 12-7F 60010216 PAGE 55



a

b

c

d

e











a

b

c









a



charged





21




JSA

2E1324 1.000



X

X

X

X

KL5721 1184 V 12-7F 60010216 PAGE 56



a

b

c

d

e











a

b

c









a



charged





21




JSA

2E1324 1.000



X

X

X

X

KL5721 1184 V 12-7F 60010216 PAGE 57



a

b

c

d

e











a

b

c









a



charged





21




JSA

2E1324 1.000



X

X

X

X

KL5721 1184 V 12-7F 60010216 PAGE 58



a

b

c

d

e











a

b

c









a



charged





21




JSA

2E1324 1.000



X

X

X

X

KL5721 1184 V 12-7F 60010216 PAGE 59


Section C. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a HospitalFacility(list in order of size, from largest to smallest)

How many non-hospital health care facilities did the organization operate during the tax year?

Name and address Type of Facility (describe)

1

2

3

4

5

6

7

8

9

10


JSA

2E1325 1.000


22

METHODIST AMBULATORY SURGERY CTR-MED CTR FREESTANDING ASC4411 MEDICAL DRIVE, SUITE 200SAN ANTONIO TX 78229CARDIOLOGY CLINIC OF SAN ANTONIO MSO8109 FREDERICKSBURG ROADSAN ANTONIO TX 78229METHODIST BOERNE EMERGENCY CENTER EMERGENCY DEPARTMENT134 MENGER SPRINGSBOERNE TX 78006SOUTH TEXAS CARDIOVASCULAR MSO8109 FREDERICKSBURG ROADSAN ANTONIO TX 78229METHODIST AMBULATORY SURG CTR-N CENTRAL TEXAS CERTIFIED19010 STONE OAK PARKWAY FREESTANDING ASCSAN ANTONIO TX 78258INTERNAL MEDICINE (IMED) TEXAS CERTIFIED MSO8109 FREDERICKSBURG ROADSAN ANTONIO TX 78229NORTHEAST INTERNAL MEDICINE ASSOCIATES TEXAS CERTIFIED MSO8109 FREDERICKSBURG ROADSAN ANTONIO TX 78229SAN ANTONIO PRACTICE MANAGEMENT SERVICES TEXAS CERTIFIED MSO8109 FREDERICKSBURG ROADSAN ANTONIO TX 78229METHODIST INPATIENT MANAGEMENT GROUP TEXAS CERTIFIED NONPROFIT8109 FREDERICKSBURG ROAD HEALTHCARE CORPSAN ANTONIO TX 78229CARDIOLOGY OF SOUTH TEXAS MSO8109 FREDERICKSBURG ROADSAN ANTONIO TX 78229

KL5721 1184 V 12-7F 60010216 PAGE 60





1

2

3

4

5

6

7

8

9

10


JSA

2E1325 1.000


SAN ANTONIO INTERNAL MEDICINE MSO8109 FREDERICKSBURG ROADSAN ANTONIO TX 78229PEDIATRIC ANESTHESIA CONSULTANTS OF SA MSO8109 FREDERICKSBURG ROADSAN ANTONIO TX 78229TEXAS INSTITUTE OF PEDIATRICS MSO8109 FREDERICKSBURG ROADSAN ANTONIO TX 78229CHILDREN'S CRITICAL CARE SPECIALIST MSO8109 FREDERICKSBURG ROADSAN ANTONIO TX 78229TEXAS INSTITUTE OF MEDICINE & SURGERY NONPROFIT HEALTHCARE CORP8109 FREDERICKSBURG ROADSAN ANTONIO TX 78229METHODIST CARDIOLOGY PHYSICIANS NONPROFIT HEALTHCARE CORP8109 FREDERICKSBURG ROADSAN ANTONIO TX 78229METHODIST FAMILY HEALTH CTR-AUSTIN HWY FAMILY HEALTH CENTER1533 AUSTIN HWY, SUITE 105SAN ANTONIO TX 78218METHODIST FAMILY HEALTH CTR-E SOUTHCROSS FAMILY HEALTH CENTER2338 E. SOUTHCROSSSAN ANTONIO TX 78223METHODIST FAMILY HEALTH CTR-LAS PALMAS FAMILY HEALTH CENTER803 CASTROVILLE RD, SUITE 131SAN ANTONIO TX 78237METHODIST FAMILY HEALTH CTR-SW MILITARY FAMILY HEALTH CENTER137 SW MILITARY DRIVESAN ANTONIO TX 78221

KL5721 1184 V 12-7F 60010216 PAGE 61





1

2

3

4

5

6

7

8

9

10


JSA

2E1325 1.000


METHODIST FAMILY HEALTH CTR-ST. JAMES FAMILY HEALTH CENTER507 ST. JAMESSAN ANTONIO TX 78202TEXAS TRANSPLANT PHYSICIAN GROUP MSO8109 FREDERICKSBURG ROADSAN ANTONIO TX 78229

KL5721 1184 V 12-7F 60010216 PAGE 62


Supplemental Information Part VI

Complete this part to provide the following information.

1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II; Part III, lines 4, 8, and 9b; PartV, Section A; and Part V, Section B, lines 1j, 3, 4, 5c, 6i, 7, 10, 11, 12h, 14g, 16e, 17e, 18e, 19c, 19d, 20d, 21, and 22.

2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition toany needs assessments reported in Part V, Section B.

3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and personswho may be billed for patient care about their eligibility for assistance under federal, state, or local government programs orunder the organization's financial assistance policy.

4

5

6

7

8

Community information. Describe the community the organization serves, taking into account the geographic area anddemographic constituents it serves.

Promotion of community health. Provide any other information important to describing how the organization's hospitals facilities orother health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, communityboard, use of surplus funds, etc.).

Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of theorganization and its affiliates in promoting the health of the communities served.

State filing of community benefit report. If applicable, identify all states with which the organization, or a related

organization, files a community benefit report.

Facility reporting group(s). If applicable, for each hospital facility in a facility reporting group provide the descriptions required

for Part V, Section B, lines 1j, 3, 4, 5c, 6i, 7, 10, 11, 12h, 14g, 16e, 17e, 18e, 19c, 20d, 21, and 22.

Schedule H (Form 990) 2012JSA

2E1327 2.000


ANNUAL COMMUNITY BENEFIT REPORT

SCHEDULE H, PART I LINE 6A

METHODIST HEALTHCARE SYSTEM OF SAN ANTONIO, LTD, LLP ("MHS", THE

PARTNERSHIP, EIN: 74-2730328), A TEXAS LIMITED PARTNERSHIP, WAS FORMED ON

JANUARY 11, 1995, AND FILED A CERTIFICATE TO ADD THE DESIGNATION OF

LIMITED LIABILITY PARTNERSHIP JUNE 5, 2003. THE PARTNERSHIP IS

STRUCTURED WITH TWO GENERAL PARTNERS, COLUMBIA/HCA HEALTHCARE CORPORATION

OF CENTRAL TEXAS, AN INDIRECT WHOLLY OWNED SUBSIDIARY OF HCA, INC., AND

METHODIST HEALTHCARE MINISTRIES OF SOUTH TEXAS, INC. ("MHM"), A TEXAS

NONPROFIT CORPORATION, EACH WITH A 20% GENERAL PARTNERSHIP INTEREST.

THE TWO GENERAL PARTNERS ALSO EACH HOLD EQUAL 30% LIMITED PARTNER

INTERESTS. ONLY 50% OF MHS FINANCIAL ASSISTANCE AND OTHER COMMUNITY

BENEFITS ARE REPORTED ON MHM'S 990 SCHEDULE H. MHS PROVIDES A FULL RANGE

OF INPATIENT AND OUTPATIENT SERVICES PRIMARILY THROUGH THE OPERATION OF

METHODIST HOSPITAL AND ITS AFFILIATED CAMPUSES OF METHODIST CHILDREN'S

HOSPITAL, METROPOLITAN METHODIST HOSPITAL, METHODIST SPECIALTY &

TRANSPLANT HOSPITAL, NORTHEAST METHODIST HOSPITAL, AND METHODIST TEXSAN

KL5721 1184 V 12-7F 60010216 PAGE 63







4

5

6

7

8









2E1327 2.000


HOSPITAL, AS WELL AS METHODIST STONE OAK HOSPITAL AND METHODIST

AMBULATORY SURGERY HOSPITAL - NORTHWEST, AS PERMITTED BY THE LICENSES

ISSUED TO THEM FROM THE STATE OF TEXAS. ACTIVITIES ASSOCIATED WITH THE

PROVISION OF HEALTHCARE SERVICES WITHIN THE HOSPITAL SETTING ARE THE

MAJOR AND CENTRAL OPERATIONS OF THE HOSPITALS. THE PARTNERSHIP IS THE

SOLE CORPORATE MEMBER OF FOUR TEXAS CERTIFIED NONPROFIT HEALTHCARE

CORPORATIONS, WHICH EMPLOY PHYSICIANS WHO PROVIDE HEALTH CARE SERVICES TO

THE COMMUNITY. MHS FILES ANNUAL STATEMENTS OF COMMUNITY BENEFITS AS

REQUIRED BY THE TEXAS DEPARTMENT OF STATE HEALTH SERVICES, PER PROVISIONS

OF THE TEXAS HEALTH AND SAFETY CODE, CHAPTER 311, SUBCHAPTERS C AND D.

COSTING METHODOLOGY

SCHEDULE H, PART I, LINE 7:

COST TO CHARGE RATIOS FROM WORKSHEET 2 USED.

KL5721 1184 V 12-7F 60010216 PAGE 64







4

5

6

7

8









2E1327 2.000


CHARITY CARE AT COST

SCHEDULE H, PART I, LINE 7A

MHS HAS ENTERED INTO AN INDIGENT CARE AFFILIATION AGREEMENT WITH THE

BEXAR COUNTY HOSPITAL DISTRICT (UNIVERSITY HEALTH SYSTEM), BAPTIST HEALTH

SYSTEM, CHRISTUS SANTA ROSA HEALTHCARE AND SOUTHWEST GENERAL HOSPITAL TO

PROVIDE FUNDING FOR THE HEALTHCARE SERVICES TO INDIGENT PATIENTS IN BEXAR

COUNTY. FUNDS ARE PAID TO BEXAR COUNTY CLINICAL SERVICES, A CERTIFIED

NON-PROFIT HEALTHCARE ORGANIZATION (CHO). BCCS DISBURSES FUNDS TO

VARIOUS HEALTHCARE PROVIDERS FOR THE PROVISION OF HEALTHCARE SERVICES TO

INDIGENT PATIENTS IN BEXAR COUNTY.

ORGANIZATION'S FINANCIAL STATEMENT BAD DEBT EXPENSE FOOTNOTE

SCHEDULE H, PART III SECTION A, LINE 4:

ADDITIONS TO THE ALLOWANCE FOR DOUBTFUL ACCOUNTS ARE MADE BY MEANS OF THE

PROVISION FOR DOUBTFUL ACCOUNTS. ACCOUNTS WRITTEN OFF AS UNCOLLECTIBLE

ARE DEDUCTED FROM THE ALLOWANCE AND SUBSEQUENT RECOVERIES ARE ADDED. THE

AMOUNT OF THE PROVISION FOR DOUBTFUL ACCOUNTS IS BASED UPON ASSESSMENT OF

KL5721 1184 V 12-7F 60010216 PAGE 65







4

5

6

7

8









2E1327 2.000


HISTORICAL AND EXPECTED NET COLLECTIONS, BUSINESS AND ECONOMIC

CONDITIONS, TRENDS IN FEDERAL AND STATE GOVERNMENTAL AND PRIVATE EMPLOYER

HEALTH CARE COVERAGE, AND OTHER COLLECTION INDICATORS. THE PROVISION FOR

DOUBTFUL ACCOUNTS AND THE ALLOWANCE FOR DOUBTFUL ACCOUNTS RELATE

PRIMARILY TO "UNINSURED" AMOUNTS (INCLUDING CO-PAYMENT AND DEDUCTIBLE

AMOUNTS FROM PATIENTS WHO HAVE HEALTH CARE COVERAGE) DUE DIRECTLY FROM

PATIENTS. ACCOUNTS ARE WRITTEN OFF WHEN ALL REASONABLE INTERNAL AND

EXTERNAL COLLECTION EFFORTS HAVE BEEN PERFORMED. THE RETURN OF AN

ACCOUNT FROM THE SECONDARY EXTERNAL COLLECTION AGENCY IS CONSIDERED TO BE

THE CULMINATION OF REASONABLE COLLECTION EFFORTS AND THE TIMING BASIS FOR

WRITING OFF THE ACCOUNT BALANCE. WRITE-OFFS ARE BASED UPON SPECIFIC

IDENTIFICATION AND THE WRITE-OFF PROCESS REQUIRES A WRITE-OFF ADJUSTMENT

ENTRY TO THE PATIENT ACCOUNTING SYSTEM. MANAGEMENT RELIES ON THE RESULTS

OF THE DETAILED REVIEWS OF HISTORICAL WRITE-OFFS AND RECOVERIES AT

FACILITIES THAT REPRESENT A MAJORITY OF REVENUES AND ACCOUNTS RECEIVABLE

(THE HINDSIGHT ANALYSIS) AS A PRIMARY SOURCE OF INFORMATION TO UTILIZE IN

ESTIMATING THE COLLECTABILITY OF ACCOUNTS RECEIVABLE. THE HINDSIGHT

KL5721 1184 V 12-7F 60010216 PAGE 66







4

5

6

7

8









2E1327 2.000


ANALYSIS IS PERFORMED QUARTERLY, UTILIZING ROLLING TWELVE-MONTH ACCOUNTS

RECEIVABLE COLLECTION AND WRITE-OFF DATA. THE RESULTS OF THE DETAILED

REVIEW OF HISTORICAL COLLECTIONS AND WRITE-OFFS EXPERIENCE, ADJUSTED FOR

CHANGES IN TRENDS AND CONDITIONS, ARE USED TO EVALUATE THE ALLOWANCE

AMOUNT FOR THE CURRENT PERIOD. AT DECEMBER 31, 2012 AND 2011,

RESPECTIVELY, THE PARTNERSHIP'S COMBINED ALLOWANCE FOR DOUBTFUL ACCOUNTS

AND SELF-PAY DISCOUNTS REPRESENTED APPROXIMATELY 95% OF THE $257,000,000

AND 90% OF THE $214,200,000 TOTAL PATIENT DUE ACCOUNTS RECEIVABLE

BALANCE, INCLUDING ACCOUNTS, NET OF ESTIMATED CONTRACTUAL DISCOUNTS,

RELATED TO PATIENTS FOR WHICH ELIGIBILITY FOR MEDICAID COVERAGE WAS BEING

EVALUATED (PENDING MEDICAID ACCOUNTS). ADVERSE CHANGES IN GENERAL

ECONOMIC CONDITIONS, BUSINESS OFFICE OPERATIONS, PAYOR MIX, OR TRENDS IN

FEDERAL OR STATE GOVERNMENTAL HEALTH CARE COVERAGE COULD AFFECT THE

PARTNERSHIP'S COLLECTION OF ACCOUNTS RECEIVABLE, CASH FLOWS, AND RESULTS

OF OPERATIONS. AS OF DECEMBER 31, 2012, THE BAD DEBT AMOUNT WAS

$157,700,000. THIS AMOUNT IS NOT REFLECTED ON MHM'S 990 PART IX EXPENSES

DUE TO BAD DEBT AMOUNT BEING REPORTED ON MHS FINANCIALS.

KL5721 1184 V 12-7F 60010216 PAGE 67







4

5

6

7

8









2E1327 2.000


COSTING METHODOLOGY

SCHEDULE H, PART III, LINE 4

COSTING METHODOLOGY - COST TO CHARGE RATIOS FROM WORKSHEET 2 USED. MHM

AND MHS JOINTLY ANALYZED ZIP CODES WHERE, BASED ON FINANCIAL

DEMOGRAPHICS, IT APPEARED THAT THE PATIENTS IN THOSE ZIP CODES WOULD

LIKELY QUALIFY FOR CHARITY CARE. AN ANALYSIS OF PAST COLLECTIONS IN THE

ZIP CODE AREAS AND SEVERAL FEDERAL POVERTY GUIDELINE SURVEYS USING THE

ZIP CODES RESULTED IN MHM'S CONCLUSION THAT ALL PATIENTS IN THE

IDENTIFIED ZIP CODES ARE PATIENTS THAT, UNDER MHS CHARITY CARE POLICIES,

WOULD LIKELY QUALIFY FOR CHARITY CARE. THE ESTIMATED AMOUNT OF MHS'S BAD

DEBT EXPENSE ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE ORGANIZATION'S

FINANCIAL ASSISTANCE POLICY WAS CALCULATED USING ZIP CODE DATA.

TRANSACTIONS INCLUDED IN THE TOTAL REPORTED ON LINE 3 WERE FROM ZIP CODES

WHERE THE MEDIAN INCOME WOULD QUALIFY A PATIENT FOR MHS'S CHARITY CARE

PROGRAM.

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COSTING METHODOLOGY

SCHEDULE H, PART III, SECTION B, LINE 8

THE AMOUNTS REPORTED ON PART III, LINES 5-7 HAVE BEEN DETERMINED BY

AGGREGATING THE INFORMATION FROM THE INDIVIDUAL FACILITY COST REPORT(S)

FOR EACH OF THE HOSPITALS OPERATED BY MHS. THE HOSPITALS OPERATED BY MHS

MAY HAVE COST REPORT YEAR ENDS OTHER THAN DECEMBER 31, 2012.

ACCORDINGLY, FOR A FACILITY WITH A NON-CALENDAR YEAR END, THE COST REPORT

THAT WAS FILED FOR THE COST REPORT YEAR END THAT ENDED DURING 2012 WAS

UTILIZED.

WRITTEN DEBT COLLECTION POLICY

SCHEDULE H, PART III SECTION C, LINE 9B:

MHS HAS A POLICY TO PROVIDE DISCOUNTS TO THOSE INDIVIDUALS WHO DO NOT

HAVE INSURANCE OR WHO ARE NOT COVERED BY A GOVERNMENTAL REIMBURSEMENT

PROGRAM. IF A PATIENT QUALIFIES FOR MEDICAID, THEN HE OR SHE IS ONLY

RESPONSIBLE FOR ANY NON-COVERED CHARGES. IF THE PATIENT DOES NOT QUALIFY

FOR MEDICAID, HE OR SHE MAY COMPLETE AN APPLICATION FOR CHARITY

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ASSISTANCE TO HAVE THE ENCOUNTER REVIEWED FOR A POTENTIAL CHARITY

DISCOUNT. IF THE PATIENT FALLS BETWEEN 0-200% OF FEDERAL POVERTY

GUIDELINES, THEN 100% OF THE ACCOUNT WILL BE WRITTEN OFF TO CHARITY.

LETTERS ARE THEN SENT TO THE PATIENTS NOTIFYING THEM THAT THE ACCOUNT HAS

QUALIFIED FOR THE CHARITY DISCOUNT AND IS CONSIDERED CLOSED AND NO

FURTHER COLLECTIONS EFFORTS ARE TAKEN. IN ADDITION, A SLIDING SCALE

CHARITY DISCOUNT IS APPLIED TO ACCOUNTS FOR PATIENTS WHOSE INCOME IS

BETWEEN 200% AND 500% OF THE FEDERAL POVERTY LEVEL, AND WHOSE REMAINING

ACCOUNT BALANCE, AFTER ANY THIRD-PARTY PAYMENTS, EXCEEDS A SPECIFIED

PERCENTAGE OF THEIR INCOME. IF A PATIENT DOES NOT QUALIFY FOR A CHARITY

DISCOUNT, AN UNINSURED DISCOUNT IS APPLIED TO TOTAL CHARGES. IF A

PATIENT IS UNABLE TO PAY THE REMAINING BALANCE IN FULL, AFTER APPLYING

ANY CHARITY OR UNINSURED DISCOUNTS, MHS WILL WORK WITH THE PATIENT TO SET

UP A MONTHLY PAYMENT ARRANGEMENT. THROUGHOUT THE DEBT COLLECTION

PROCESS, MHS CONTINUES TO INFORM PATIENTS ABOUT THE AVAILABILITY OF

CHARITY CARE ASSISTANCE.

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FINANCIAL ASSISTANCE POLICY

SCHEDULE H, PART V, SECTION B, LINE 12H & PART VI, QUESTION 3

THE FOLLOWING IS A SUMMARY OF THE CHARITY CARE POLICY ADOPTED BY MHS:

CHARITY CARE ELIGIBILITY SYSTEM

- METHODIST ACTIVELY SEEKS THE COMPLETION OF AN APPLICATION, WHICH

ALLOWS FOR THE COLLECTION OF APPROPRIATE INFORMATION.

- VERIFICATION OF FAMILY MEMBERS IN THE HOUSEHOLD - ADULTS: PATIENT,

PATIENT'S SPOUSE AND ANY DEPENDENTS. MINORS: MOTHER AND FATHER, AND

DEPENDENTS OF BOTH.

- INCOME CALCULATION - ADULTS: SUM OF THE TOTAL YEARLY GROSS INCOME OF

THE PATIENT AND THE PATIENT'S SPOUSE. MINORS: TOTAL YEARLY GROSS INCOME

OF THE PATIENT, AND THE PATIENT'S MOTHER AND FATHER.

- DOCUMENTATION - VARIOUS OFFICIAL INCOME REPORTING DOCUMENTATION IS

SOUGHT (E.G. W-2, WAGE AND TAX STATEMENT, PAY CHECK REMITTANCE AND

OTHERS). DOCUMENTATION ASSOCIATED WITH THE PARTICIPATION IN A PUBLIC

BENEFIT PROGRAM CAN BE PROVIDED IN LIEU OF INCOME DOCUMENTATION (PROOF OF

PARTICIPATION INDICATES THE PATIENT HAS BEEN DEEMED FINANCIALLY INDIGENT

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AND THEREFORE IS NOT REQUIRED TO PROVIDE INCOME INFORMATION). THERE IS

ALSO A VERIFICATION PROCESS IN PLACE FOR PATIENTS THAT DO NOT HAVE

APPROPRIATE DOCUMENTATION.

- ZIP CODE WRITE-OFF ELIGIBILITY - MHS WILL ACCEPT UNINSURED RESIDENTIAL

INDIGENT PATIENTS AS ELIGIBLE FOR CHARITY CARE UPON EXHAUSTION OF

INSURANCE ELIGIBILITY DETERMINATION (I.E. MEDICAID) AND EFFORTS TO OBTAIN

A COMPLETED CHARITY APPLICATION WITH SUPPORTING PROOF OF INCOME. THE

WRITE-OFF WILL APPLY TO ALL PATIENT TYPES. A RESIDENTIAL INDIGENT

PATIENT IS AN UNINSURED PERSON WHO IS ACCEPTED FOR CARE WITH NO

OBLIGATION OR WITH A DISCOUNTED OBLIGATION TO PAY FOR THE SERVICES

RENDERED, AND LIVES IN SPECIFICALLY DEFINED ZIP CODES--THOSE WITH HIGH

POVERTY POPULATIONS. THROUGH THE END OF 2012 THE CHARITY CARE WRITE OFF

RELATED TO THIS ELIGIBILITY PROCESS WAS $60.7 MILLION IN CHARGES.

CHARITY ELIGIBILITY CLASSIFICATIONS

- FINANCIALLY INDIGENT - YEARLY INCOME IS LESS THAN OR EQUAL TO 200% OF

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THE FEDERAL POVERTY GUIDELINES.

- MEDICALLY INDIGENT - THE AMOUNT OWED BY THE PATIENT AFTER PAYMENT BY

ALL THIRD-PARTY PAYORS MUST EXCEED TEN PERCENT OF THE PATIENT'S YEARLY

INCOME AND THE PATIENT MUST BE UNABLE TO PAY THE REMAINING BILL.

ACCEPTANCE BY MHS IS BASED ON MEETING EITHER OF TWO CRITERIA: YEARLY

INCOME MUST BE GREATER THAN 200%, BUT LESS THAN OR EQUAL TO 500% OF THE

FEDERAL POVERTY GUIDELINES. ALTERNATIVELY, PATIENTS WITH ABNORMALLY

LARGE ACCOUNTS MAY QUALIFY AS CATASTROPHICALLY ELIGIBLE WHEN THEIR

REMAINING BALANCE EXCEEDS A SPECIFIC PERCENTAGE OF THEIR INCOME. THE

GUIDELINES APPLIED FOR CATASTROPHIC ELIGIBILITY RANGE FROM 201% OF THE

FEDERAL POVERTY GUIDELINES TO OVER 1000% OF THE FEDERAL POVERTY

GUIDELINES.

PUBLICATION OF FINANCIAL ASSISTANCE POLICY

SCHEDULE H, PART V, SECTION B, LINE 14G AND PART VI QUESTION 3

THERE IS A LINK ON MHS WEBSITE FOR INFORMATION ON FINANCIAL ASSISTANCE.

SIGNS THAT PROMINENTLY PRESENT INFORMATION ABOUT THE CHARITY MISSION AND

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GUIDELINES ARE PRESENT AT ALL POINTS OF ADMISSION. MHS ALSO PUBLISHES A

NOTICE OF ITS CHARITY POLICY ANNUALLY IN THE SAN ANTONIO EXPRESS-NEWS. A

PATIENT BROCHURE, ENTITLED "A GUIDE TO YOUR HOSPITAL BILL", EXPLAINS THE

HOSPITAL BILLING PROCESS AND INFORMS PATIENTS OF THE CHARITY POLICY IN

THE EVENT THEY NEED FINANCIAL ASSISTANCE. ADMISSIONS PERSONNEL RECEIVE

TRAINING AND AN ANNUAL REFRESHER COURSE ON THE POLICY, AND UNDERSTAND THE

CRUCIAL ROLE THEY PLAY IN INFORMING PATIENTS ABOUT THE POLICY. FINANCIAL

COUNSELORS AND HOSPITAL CASE MANAGEMENT STAFF EDUCATE PATIENTS AND ARE

AVAILABLE TO ASSIST THEM WITH THE CHARITY CARE APPLICATION PROCESS. IN

ADDITION TO PROVIDING INFORMATION DURING THE ADMITTING PROCESS, MHS

CONTINUES TO PROVIDE INFORMATION ABOUT THE AVAILABILITY OF CHARITY CARE

ASSISTANCE DURING THE COLLECTION PROCESS FOR THOSE PATIENTS WHO HAVE BEEN

BILLED, BUT HAVE NOT PAID. MHS ADOPTED AN UNINSURED DISCOUNT POLICY.

THE POLICY WAS ESTABLISHED TO MAKE HOSPITAL BILLS MORE AFFORDABLE TO THE

UNINSURED POPULATION. UNINSURED PATIENTS WHO QUALIFY FOR CHARITY WILL

RECEIVE EITHER THE CHARITY DISCOUNT OR THE UNINSURED DISCOUNT, WHICHEVER

IS GREATER. UNINSURED DISCOUNTS GRANTED FOR THE YEAR ENDED DECEMBER 31,

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2012 WERE $240.4 MILLION IN CHARGES, AND ARE RECORDED AS A DEDUCTION OF

NET PATIENT REVENUE.

CHARGES FOR MEDICAL CARE

SCHEDULE H, PART V, SECTION B, LINE 20D

MHS HAS ADOPTED AN UNINSURED DISCOUNT POLICY. THE RATES ARE BASED ON

AVERAGE REIMBURSEMENT RATE FOR COMMERCIAL PPO PLANS. THE DISCOUNT RATE

VARIES BASED UPON WHETHER THE CASE IS AN INPATIENT ADMISSION, EMERGENCY

ROOM VISIT, OR OTHER OUTPATIENT VISIT. FOR 2012, THE DISCOUNT RATE

APPLIED TO INPATIENT ACCOUNTS WAS 81%, 77% FOR EMERGENCY ROOM ACCOUNTS,

AND 71% FOR ALL OTHER OUTPATIENT ACCOUNTS. ADDITIONAL INFORMATION

REGARDING THE PROGRAM IS INCLUDED IN THE RESPONSE FOR SCHEDULE H, PART V,

SECTION B, LINE 14G.

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NEEDS ASSESSMENT

SCHEDULE H, PART VI, QUESTION 2

MHM AND MHS ARE MEMBERS OF THE BEXAR COUNTY COMMUNITY HEALTH

COLLABORATIVE WHICH CONSISTS OF THE FOLLOWING MEMBERS: BAPTIST HEALTH

SYSTEM, BEXAR COUNTY DEPARTMENT OF COMMUNITY RESOURCES, COMMUNITY FIRST

HEALTH PLANS, SAN ANTONIO METROPOLITAN HEALTH DISTRICT (METRO HEALTH),

WELLMED MEDICAL MANAGEMENT, THE YMCA OF GREATER SAN ANTONIO, UNIVERSITY

HEALTH SYSTEM, AND COMMUNITY MEMBER, STEVE BLANCHARD, PHD. MHM AND MHS

ARE MAJOR FUNDERS OF THE BEXAR COUNTY COMMUNITY HEALTH COLLABORATIVE'S

NEEDS ASSESSMENT.

AS NOTED ABOVE, METHODIST HEALTHCARE SYSTEM IS A PARTNER OF THE BEXAR

COUNTY HEALTH COLLABORATIVE. THE COLLABORATIVE UNDERTAKES A COUNTY-WIDE

COMMUNITY ASSESSMENT STUDY EVERY THREE YEARS TO GUIDE THE COMMUNITY

HEALTH STRATEGIC PLANNING PROCESS. FOR THE CURRENT STUDY RELEASED IN

2011, THE BEXAR COUNTY HEALTH COLLABORATIVE ENGAGED HEALTH RESOURCES IN

ACTION TO COLLABORATE ON THE PROCESS. THE GOALS OF THE STUDY INCLUDED:

TO PROVIDE A HEALTH PORTRAIT OF THE COMMUNITY ; TO DETERMINE TRENDS AND

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EMERGING ISSUES; TO ENGAGE THE COMMUNITY AND KEY PARTNERS TO IDENTIFY

HEALTH CONCERNS, PRIORITIES, STRENGTHS AND OPPORTUNITIES FOR FUTURE

PROGRAMMING AND POLICY.

THE ASSESSMENT WAS COMPRISED OF THREE PHASES:

PHASE I - HEALTH OUTCOMES AND CONDITIONS - PROVIDED INFORMATION ON BEXAR

COUNTY'S SOCIAL AND ECONOMIC INDICATORS, AS WELL AS THE LEADING CAUSES OF

MORBIDITY AND MORTALITY FOR BEXAR RESIDENTS. MULTIPLE DATA SOURCES WERE

DRAWN UPON IN ORDER TO OBTAIN THIS INFORMATION AND INCLUDED THE U.S.

CENSUS BUREAU, U.S. BUREAU OF LABOR AND STATISTICS, TEXAS DEPARTMENT OF

STATE HEALTH SERVICES, AND THE SAN ANTONIO POLICE DEPARTMENT.

PHASE II - HEALTH BEHAVIORS - THIS PHASE EXAMINED RISK FACTORS AND

BEHAVIORS RESULTING IN THE LEADING CAUSES OF MORBIDITY AND MORTALITY OF

BEXAR COUNTY.

PHASE III - IN-DEPTH COMMUNITY HEALTH PERCEPTIONS - THIS PHASE IDENTIFIED

THOSE AREAS REQUIRING FURTHER INVESTIGATION AND/OR COMMUNITY INPUT. FOCUS

GROUPS, MEETINGS, AND INTERVIEWS WERE CONDUCTED WITH OVER 220

INDIVIDUALS. GROUPS INCLUDED HOSPITAL ADMINISTRATORS, WIC COUNSELORS, AS

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WELL AS CHILDREN AND THEIR PARENTS. THIS PHASE PROVIDED VALUABLE INSIGHT

INTO THE PERCEIVED HEALTH NEEDS AND ASSETS AS WELL AS SUGGESTIONS FOR

IMPROVING THE HEALTH OF THE AREA.

PRIOR TO THE 2011 NEEDS ASSESSMENT, THE BEXAR COUNTY COMMUNITY HEALTH

COLLABORATIVE LAST CONDUCTED A NEEDS ASSESSMENT IN 2008.

PLEASE SEE THE RESPONSE ABOVE FOR INFORMATION ON THE VARIOUS GROUPS

CONSULTED DURING THE NEEDS ASSESSMENT PROCESS.

THE COMMUNITY NEEDS ASSESSMENT WAS CONDUCTED WITH THE FOLLOWING HOSPITAL

FACILITIES: METHODIST HEALTHCARE SYSTEM (METHODIST HOSPITAL, METHODIST

CHILDREN'S HOSPITAL, A CAMPUS OF METHODIST HOSPITAL, METHODIST SPECIALTY

AND TRANSPLANT HOSPITAL, A CAMPUS OF METHODIST HOSPITAL, METROPOLITAN

METHODIST HOSPITAL, A CAMPUS OF METHODIST HOSPITAL, NORTHEAST METHODIST

HOSPITAL, A CAMPUS OF METHODIST HOSPITAL, METHODIST TEXSAN HOSPITAL, A

CAMPUS OF METHODIST HOSPITAL, METHODIST STONE OAK HOSPITAL, METHODIST

AMBULATORY SURGERY HOSPITAL - NORTHWEST); BAPTIST HEALTH SYSTEM (BAPTIST

MEDICAL CENTER, NORTH CENTRAL BAPTIST HOSPITAL, MISSION TRAILS BAPTIST

HOSPITAL, ST. LUKE'S BAPTIST HOSPITAL, NORTHEAST BAPTIST HOSPITAL); AND

KL5721 1184 V 12-7F 60010216 PAGE 78







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UNIVERSITY HOSPITAL.

INFORMATION REGARDING THE BEXAR COUNTY COMMUNITY HEALTH COLLABORATIVE'S

MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT IS AVAILABLE UPON REQUEST.

THE FOLLOWING ARE KEY FINDINGS FROM THE ASSESSMENT ALONG WITH METHODIST

HEALTHCARE ACTIVITIES THAT HELP TO ADDRESS THESE FINDINGS:

KEY FINDING: OBESITY, PHYSICAL ACTIVITY AND NUTRITION NOW CONSIDERED

TOP-OF-MIND HEALTH CONCERNS

METHODIST'S COMMUNITY ACTIVITIES INCLUDE OFFERING A SUITE OF HEALTH AND

WELLNESS PROGRAMS UNLIKE ANY OTHER PROVIDER IN THE COMMUNITY - OVER 2,600

HEALTH AND WELLNESS EVENTS IN 2012. OVER 500 SAN ANTONIANS PARTICIPATE

WEEKLY IN METHODIST-SPONSORED LINE DANCING CLASSES THROUGHOUT THE CITY.

TWO COMMUNITY-WIDE HEART CHECK HEALTH FAIRS WERE HELD IN 2012, ONE NEAR

DOWNTOWN SAN ANTONIO AND THE OTHER ON THE EAST SIDE. BOTH EVENTS

ATTRACTED OVER 400 PEOPLE. FIVE METHODIST HEALTHCARE HOSPITALS HOSTED A

SCREENING FOR HYPERTROPHIC CARDIOMYOPATHY (HCM) IN CONJUNCTION WITH

AUGUSTHEART IN 2012. AUGUSTHEART IS A COMMUNITY-WIDE PROGRAM DEDICATED

TO PROVIDING FREE HEART SCREENINGS TO STUDENT ATHLETES, AGES 14 TO 18, IN

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SAN ANTONIO AND SURROUNDING COUNTIES. OUT OF THE 413 STUDENTS SCREENED,

24 WERE REFERRED FOR FURTHER EVALUATION. METHODIST OFFERED THE FOLLOWING

COMMUNITY EDUCATION CLASSES FOCUSING ON PREVENTION--171 CLASSES ON

HYPERTENSION WITH 35,597 ATTENDEES, 162 CLASSES ON DIABETES WITH 34,438

ATTENDEES, AND 138 CLASSES ON HYPERLIPIDEMIA WITH 28,751 ATTENDEES.

METHODIST HEALTHCARE OFFERS A FREE WELLNESS AND PREVENTION MAGAZINE

CALLED HEART MATTERS/STROKE MATTERS THAT IS DISTRIBUTED AT ALL METHODIST

EVENTS. OVER 12,000 WERE DISTRIBUTED IN 2012. THROUGH METHODIST'S

MEMBERSHIP IN THE HEALTH COLLABORATIVE, METHODIST PLAYS A LARGE ROLE IN

PROJECT MEASURE UP, A SCHOOL-BASED PROGRAM THAT MEASURES THE RATE OF

YOUTH OBESITY AND PHYSICAL FITNESS OF CHILDREN IN GRADES 3-12. IN 2012,

PROJECT MEASURE UP HAS BEEN IMPLEMENTED IN NINE OF THE 16 SAN ANTONIO

SCHOOL DISTRICTS, INCLUDING SOME OF THE MORE CHALLENGING AREAS OF SAN

ANTONIO.

KEY FINDING: SAN ANTONIO RESIDENTS VIEWED PREVENTION AS CRITICAL, BUT

THEY BELIEVE HEALTH CARE PROVIDERS FOCUSED MORE ON CLINICAL CARE AND

DISEASE MANAGEMENT VERSUS PREVENTION

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IN 2012, METHODIST OFFERED OVER 80 HEALTH AND EDUCATION SEMINARS ON

SEVERAL PREVENTION PROGRAMS. EXAMPLES INCLUDE COLON CANCER AND SCREENING

TECHNIQUES, IMPACTS OF AN UNHEALTHY LIFESTYLE AND MAKING HEALTHY

SELECTIONS AT HEB, A SAN ANTONIO BASED GROCERY CHAIN. TWO CARDIAC

CONNECTIONS SIGNATURE SPEAKING SERIES WERE OFFERED. SAHEALTH.COM, SAN

ANTONIO'S ONLINE HEALTH RESOURCE, WAS REDESIGNED IN 2011/2012 AND

INCLUDES THOUSANDS OF PAGES RELATED TO HEALTH AND WELLNESS TOPICS.

SAHEALTH.COM IS THE MOST VISITED HEALTH CARE WEBSITE WITHIN THE HCA

HOSPITAL ORGANIZATION. METHODIST PROVIDES THREE DIFFERENT ELECTRONIC

NEWSLETTERS ON HEART, WOMEN'S HEALTH, AND PARENTING. THERE ARE OVER

13,000 SUBSCRIBERS TO THESE NEWSLETTERS. CURRENTLY 184 LOCAL BUSINESSES

(OVER 104,000 FTES) PARTICIPATE IN THE METHODIST HEALTHPOWER EMPLOYER

SOLUTIONS PROGRAM. IN 2012 THIS PROGRAM OFFERED 136 WELLNESS AND

PREVENTION EVENTS, WITH ATTENDANCE OVER 8,500. THREE EDITIONS OF KEEPING

WELL WERE PRODUCED AND DISTRIBUTED TO AFFINITY PROGRAM MEMBERS AND

HOSPITAL GUESTS.

KEY FINDING: INCREASING AWARENESS OF EXISTING PROGRAMS AND SERVICES ARE

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CRITICAL

METHODIST DISTRIBUTES THOUSANDS OF BROCHURES AND INFORMATION ON ITS

HEALTH AND WELLNESS PROGRAMS THROUGHOUT THE CITY, INCLUDING ALL METHODIST

HOSPITALS, A SIGNIFICANT NUMBER OF PHYSICIAN OFFICES, AND OTHER COMMUNITY

VENUES. THROUGH THE METHODIST CONTACT CENTER OVER 508,266 COLLATERAL

PIECES WERE FULFILLED ON REQUEST OF CALLERS. METHODIST HAS INCREASED THE

UTILIZATION OF SOCIAL MEDIA TO DISSEMINATE INFORMATION. TO DATE,

METHODIST HAS OVER 2,300 TWITTER FOLLOWERS AND ALMOST 10,000 FACEBOOK

FANS (MORE THAN ANY OTHER PROVIDER IN THE CITY). THESE FOLLOWERS AND

FANS RECEIVE A MINIMUM OF FIVE MESSAGES PER WEEK ABOUT COMMUNITY HEALTH

PROGRAMS AND SERVICES. METHODIST HOSPITAL WAS FIRST HOSPITAL TO PERFORM A

LIVE TWEET DURING A CLINICAL PROCEDURE. THE TWEET WAS DONE DURING A

TRANSCATHETER AORTIC VALVE REPLACEMENT (TAVR) AND RECEIVED MANY POSITIVE

COMMENTS AND QUESTIONS. METHODIST ALSO USES SOCIAL MEDIA AS A METHOD TO

RAISE ORGAN DONOR AWARENESS. FACEBOOK ANNOUNCED A NEW FEATURE THAT

ENCOURAGES IT'S 900 MILLION MEMBERS TO SHARE THEIR ORGAN DONOR STATUS,

AND TO REGISTER TO BE A DONOR. TO LEVERAGE THIS NATIONAL OPPORTUNITY,

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METHODIST HEALTHCARE LAUNCHED ITS OWN "I'M A LIFESAVER" CAMPAIGN. THIS

CAMPAIGN RAN DURING THE MONTH OF MAY AND ENCOURAGED OUR FACEBBOK FANS TO

REGISTER AS ORGAN DONORS. PARTICIPANTS WERE ENTERED INTO A DRAWING FOR A

GRAND PRIZE OF $2,500 TO BE DONATED TO THE CHARITY OF THEIR CHOICE. OVER

500 PEOPLE PARTICIPATED.

KEY FINDING: PROGRAMS AND SERVICES SHOULD BE CULTURALLY APPROPRIATE TO

MEET THE DIVERSITY OF CULTURES IN THE REGION

ALL PATIENT CONSENT FORMS CAN BE FOUND IN SPANISH, AS WELL AS EDUCATIONAL

MATERIAL IN VARIOUS SERVICE LINES. THE METHODIST ONLINE DIVERSITY

RESOURCE GUIDE WAS UPGRADED TO ENSURE THE MOST CURRENT RESOURCES ARE

AVAILABLE TO STAFF SO THAT THEY ARE ABLE TO PROPERLY ADDRESS PATIENTS

FROM DIFFERENT CULTURES AND COUNTRIES. ALL METHODIST FACILITIES OFFER

LANGUAGE INTERPRETATION (200 LANGUAGES) 24/7/365 VIA A RELATIONSHIP WITH

LANGUAGE SERVICE ASSOCIATES. METHODIST HAS PLACED 261 DUAL HEADSET

CORDLESS PHONES THROUGHOUT THE ORGANIZATION, AS WELL AS INSTALLING 18

VIDEO REMOTE INTERPRETING UNITS TO MEET THE NEEDS OF PATIENTS AND

FAMILIES REQUIRING LANGUAGE ASSISTANCE. A NEW METHODIST INTERNATIONAL

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PATIENT (MIP) PROGRAM IS BEING PILOTED AT METHODIST HOSPITAL AND ALL

IMPACTED DEPARTMENTS HAVE DESIGNATED A METHODIST INTERNATIONAL CHAMPION

THAT WILL BE A CONTACT PERSON FOR INTERNATIONAL PATIENTS. AN

INTERNATIONAL PHYSICIAN PROGRAM IS ALSO BEING IMPLEMENTED TO COMPLIMENT

AND PROMOTE THE MIP PROGRAM. METHODIST IS THE EXCLUSIVE HEALTH CARE

PARTNER OF THE ASOCIACION DE EMPRESARIOS MEXICANOS (AEM), AN ORGANIZATION

COMPRISED OF BUSINESSMEN FROM MEXICO AND REPRESENTATIVES FROM SAN ANTONIO

ORGANIZATIONS WHO CONDUCT BUSINESS WITH MEXICAN NATIONALS.

IN ADDITION TO THE COMMUNITY NEEDS ASSESSMENT, THE SAN ANTONIO

METROPOLITAN HEALTH DISTRICT AND THE BEXAR COUNTY HEALTH COLLABORATIVE

PRESENTED A COMMUNITY HEALTH IMPROVEMENT PLAN FOR BEXAR COUNTY IN MAY

2012. THE PLAN WAS COMPILED WITH INPUT FROM MULTIPLE STAKEHOLDERS BASED

ON THE 2011 BEXAR COUNTY COMMUNITY HEALTH ASSESSMENT. IT SETS PRIORITIES

FOR HEALTH IMPROVEMENT AND ENGAGES PARTNERS AND ORGANIZATIONS TO DEVELOP

SUPPORT AND IMPLEMENT THE PLAN. THIS DOCUMENT ESTABLISHED THE FOLLOWING

HEALTH PRIORITY AREAS:

HEALTHY EATING AND ACTIVE LIVING

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FOSTER SOCIAL CHANGE AND STRENGTHEN POSITIVE BEHAVIORS AROUND HEALTHY

EATING AND ACTIVE LIVING TO ENSURE ACCESS TO NUTRITIOUS FOODS AND BUILT

ENVIRONMENTS THAT ENABLE ALL RESIDENTS TO MAKE HEALTHY CHOICES AND LEAD

HEALTHY LIVES.

HEALTHY CHILD AND FAMILY DEVELOPMENT

MAKE PREGNANCY AND EARLY CHILDHOOD THE FOCUS OF SYSTEM LEVEL CHANGES THAT

SUPPORT HEALTHY CHILD AND FAMILY DEVELOPMENT.

SAFE COMMUNITIES

DEVELOP SAFE NEIGHBORHOODS BY IDENTIFYING WHAT WORKS LOCALLY, PLANNING

HOW TO REPLICATE SUCCESSES IN OUR NEIGHBORHOODS, AND ENHANCING SYSTEMS

THAT RESPOND EFFECTIVELY TO COMMUNITY-IDENTIFIED SAFETY NEEDS.

BEHAVIORAL AND MENTAL WELL-BEING

IMPROVE COMPREHENSIVE BEHAVIORAL HEALTH SERVICES AND ACCESS FOR ALL.

SEXUAL HEALTH

ENSURE THAT MALES AND FEMALES HAVE ACCESS TO EDUCATION AND RESOURCES TO

PROMOTE SEXUAL HEALTH.

LONG-TERM OUTCOME OBJECTIVES AND KEY INDICATORS HAVE BEEN ESTABLISHED FOR

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EACH PRIORITY, AND 2020 ACHIEVEMENT TARGETS HAVE BEEN ESTABLISHED. IN

ADDITION, POTENTIAL PARTNERS AND OTHER COMMUNITY RESOURCES HAVE BEEN

IDENTIFIED FOR EACH OF THE FIVE HEALTHY PRIORITY AREAS. METHODIST

HEALTHCARE SYSTEM WILL DEVELOP AN OVERALL STRATEGY AND IMPLEMENTATION

PLAN RELATIVE TO THE IDENTIFIED PRIORITIES IN 2013.

IN LATE 2011, THE TEXAS HEALTH AND HUMAN SERVICES COMMISSION FILED AN

APPLICATION FOR A WAIVER OF CERTAIN FEDERAL MEDICAID REQUIREMENTS UNDER

SECTION 1115 OF THE SOCIAL SECURITY ACT. AS A RESULT OF THE GRANTING OF

THIS APPLICATION THE TEXAS HEALTH CARE TRANSFORMATION AND QUALITY

IMPROVEMENT PROGRAM WAS DEVELOPED TO PROVIDE PAYMENTS (DELIVERY REFORM

INCENTIVE PAYMENTS, OR DSRIP) TO HOSPITAL AND OTHER PROVIDERS UPON THEIR

ACHIEVING CERTAIN GOALS THAT ARE INTENDED TO IMPROVE THE QUALITY AND

LOWER THE COST OF CARE. THIS INITIATIVE DIVIDES THE STATE INTO TWENTY

DIFFERENT REGIONS, EACH REGION DEVELOPED A COMMUNITY NEEDS ASSESSMENT,

AND PROVIDERS IN THE REGION WILL SUBMIT PROJECTS FOR FUNDING

CONSIDERATION TO ADDRESS THOSE NEEDS. METHODIST

HEALTHCARE SYSTEM SUBMITTED THE FOLLOWING PROJECTS TO RHP REGION 6:

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INTRODUCE TELEMEDICINE/TELEHEALTH - METHODIST WILL IMPLEMENT A TELEHEALTH

PROGRAM THAT WILL PROVIDE TELEHEALTH CONSULTATIONS WITH TRAINED

SPECIALISTS IN SELECTED SERVICES. IMPROVE ACCESS TO SPECIALTY CARE - THE

EXPANSION OF SPECIALTY CARE CAPACITY BY LOCATING A FREESTANDING ED IN

WESTSIDE SAN ANTONIO. REDESIGN TO IMPROVE THE PATIENT EXPERIENCE -

IMPROVEMENTS OF HOW PATIENTS EXPERIENCE CLINICAL CARE AND THE PATIENT'S

SATISFACTION WITH THEIR CARE. APPLY PROCESS IMPROVEMENT METHODOLOGY TO

IMPROVE QUALITY/EFFICIENCIES SPECIFIC TO SEPSIS - IMPROVE PROCESS

METHODOLOGY FOR SEPSIS MORTALITY DUE TO A HIGH MORTALITY RATE IN THIS

POPULATION.

THE PLANS FOR EACH REGION WILL BE SUBMITTED IN MARCH, 2013.

IN ADDITION TO PARTICIPATION IN THE ACTIVITIES NOTED ABOVE IN 2012,

METHODIST HEALTHCARE SYSTEM EXPANDED AND/OR IMPROVED SERVICES AT SEVERAL

FACILITIES/CAMPUSES. THESE INCLUDE THE FOLLOWING:

THE 10-SOUTH SPECIAL AMENITIES UNIT AT METHODIST HOSPITAL CLOSED IN LATE

2011, GIVING WAY TO CONSTRUCTION OF A 12-BED NEURO INTENSIVE CARE UNITE

THAT OPENED IN NOVEMBER 2012. METHODIST HOSPITAL ALSO ADDED TWO

KL5721 1184 V 12-7F 60010216 PAGE 87







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ADDITIONAL OPERATING ROOMS ON SUBLEVEL 2, BRINGING THE TOTAL NUMBER OF

ORS TO 20. A HYBRID OPERATING ROOM WAS ADDED TO THE CARDIOVASCULAR

OPERATING ROOM ON THE FIFTH FLOOR OF THE METHODIST HEART HOSPITAL, A

CAMPUS OF METHODIST HOSPITAL. THE HYBRID OR SERVES BOTH ADULTS AND

CHILDREN WHO REQUIRE HIGHLY COMPLEX HEART PROCEDURES. THE FIRST PATIENT

WAS A SIX-DAY-OLD PREMATURE BABY FROM THE NEWBORN INTENSIVE CARE UNIT.

METHODIST STONE OAK HOSPITAL ALSO EXPANDED ITS SURGICAL CAPABILITIES IN

2012 WITH THE ADDITION OF TWO NEW OPERATING ROOMS, ONE OF THEM A HYBRID

OPERATING ROOM FOR CARDIAC PROCEDURES. A SECOND DAVINCI SURGICAL SYSTEM

(ROBOT) WAS PURCHASED IN 2012. THIS HOSPITAL ALSO BECAME PART OF THE

TEXAS INSTITUTE FOR ROBOTIC SURGERY FOR ITS INCREASING VOLUME OF ROBOTIC

CASES AND OUTSTANDING PATIENT OUTCOMES.

LASTLY, METHODIST STONE OAK HOSPITAL ESTABLISHED A DEDICATED EIGHT-BED

ONCOLOGY UNIT, OFFERING CARE TO INPATIENTS AND OUTPATIENTS UNDERGOING

CANCER TREATMENT.

METROPOLITAN METHODIST HOSPITAL, A CAMPUS OF METHODIST HOSPITAL, HELD A

"SKY-BREAKING" CEREMONY IN OCTOBER 2012 TO KICK OFF CONSTRUCTION OF A

KL5721 1184 V 12-7F 60010216 PAGE 88







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SIGNIFICANT EXPANSION PROJECT THAT WILL INCLUDE A PATIENT TOWER

CONSTRUCTED OVER LAUREL STREET TO BE COMPLETED IN 2014. THIS TOWER WILL

INCLUDE 48 INTENSIVE CARE UNIT BEDS, A NEW POST ANESTHESIA CARE UNIT, MRI

SUITE AND A GASTROENTEROLOGY LAB. ONCE COMPLETE THE HOSPITAL'S NUMBER OF

LICENSED PATIENT BEDS WILL INCREASE BY EIGHT. A SECOND DAVINCI SURGICAL

SYSTEM (ROBOT) WAS PURCHASED AND PUT INTO OPERATION.

IN THE SPRING OF 2012, THE METROPOLITAN METHODIST GATEWAY MEDICAL OFFICE

BUILDING OPENED WITH 35,500 SQUARE FEET OF OFFICE SPACE AVAILABLE FOR

PHYSICIANS AND MEDICAL SERVICES. THE BUILDING IS CONVENIENTLY LOCATED AT

I-35 AND MCCULLOUGH AND PROVIDES FREE PARKING TO GUESTS.

AS NOTED IN 2011'S REPORT, THE KIDNEY TRANSPLANT PROGRAM AT METHODIST

SPECIALTY AND TRANSPLANT HOSPITAL, A CAMPUS OF METHODIST HOSPITAL,

REGAINED ITS POSITION AS THE NATION'S NO. 1 LIVING DONOR KIDNEY

TRANSPLANT PROGRAM, PERFORMING 175 SURGERIES IN 2012. THE LIVER

TRANSPLANT PROGRAM WAS ALSO RECOGNIZED FOR HAVING THE NATION'S BEST ONE-

AND THREE-YEAR SURVIVAL RATES.

METHODIST TEXSAN HOSPITAL, A CAMPUS OF METHODIST HOSPITAL, OPENED ITS

KL5721 1184 V 12-7F 60010216 PAGE 89







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JOINT REPLACEMENT ACADEMY IN APRIL 2012 WITH DEDICATED ROOMS AND

REHABILITATION SERVICES. THESE SERVICES FOLLOW THE MARSHALL STEELE

PROGRAM FOR ENHANCED PATIENT CARE AND EDUCATION FOLLOWING HIP OR KNEE

REPLACEMENT SURGERY. IN LATE 2012, METHODIST TEXSAN HOSPITAL OPENED A

30-BED INPATIENT REHABILITATION UNIT FEATURING ALL PRIVATE ROOMS, A LARGE

REHABILITATION GYM, AND EQUIPMENT REPLICATING A CAR FOR PATIENTS TO

DEMONSTRATE DRIVING ABILITY.

PATIENTS REQUIRING PSYCHIATRIC SERVICES ARE OFTEN ONE OF THE MOST

UNDERSERVED POPULATIONS IN THE COMMUNITY, AND METHODIST STRIVES TO ENSURE

THESE PATIENTS HAVE ACCESS TO APPROPRIATE CARE. APPROXIMATELY 28% OF THE

BEHAVIORAL SERVICES OFFERED BY METHODIST SPECIALTY AND TRANSPLANT

HOSPITAL ARE PROVIDED TO CHARITY AND SELF-PAY PATIENTS. FURTHERMORE,

METHODIST SUPPORTS A CLINICALLY ALIGNED NON-PROFIT HEALTHCARE

ORGANIZATION (NPHO) WHICH EMPLOYS A NUMBER OF HOSPITALISTS TO SUPPORT

THIS PROGRAM, AS SAN ANTONIO BEHAVIORAL HEALTH PHYSICIANS IN PRIVATE

PRACTICE TYPICALLY WILL NOT TREAT HOSPITALIZED INPATIENTS. THE METHODIST

SUPPORTED NPHO ALSO EMPLOYS PEDIATRIC SUBSPECIALISTS FOR THE SAME REASON.

KL5721 1184 V 12-7F 60010216 PAGE 90







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ANOTHER IMPORTANT ASPECT OF COMMUNITY SUPPORT INCLUDES METHODIST'S

ACTIVITIES RELATED TO THE HITECH ACT PASSED BY THE FEDERAL GOVERNMENT IN

FEBRUARY 2009. THE INTENT OF THIS LEGISLATION IS TO BUILD A NATIONAL

INFRASTRUCTURE FOR HEALTH INFORMATION EXCHANGES (HIES). THE ACT ALSO

PROVIDES FINANCIAL INCENTIVES TO HEALTH CARE PROVIDERS FOR EARLY ADOPTION

AS SPECIFIED BY "MEANINGFUL USE" CRITERIA AND A FIVE-YEAR, THREE-STATE

IMPLEMENTATION PROCESS.

METHODIST HOSPITALS HAVE MADE SIGNIFICANT PROGRESS IN IMPLEMENTING THE

NEXT STEP IN THE E.H.R. ROADMAP AND MEDITECH ADVANCED CLINICALS. THESE

STEPS PAVE THE WAY FOR ACHIEVING CRITERIA FOR CMS'S MEANINGFUL USE. THIS

INITIATIVE AUTOMATES MANY PAPER BASED PROCESSES, AND TRANSFORMS THE

METHODIST CLINICAL ENVIRONMENT BY PROVIDING FOR PATIENT ORDERS AND

DOCUMENTATION TO BE ENTERED IN REAL-TIME. THIS CAPABILITY ENHANCES THE

DELIVERY OF CARE TO PATIENTS.

THE SCOPE OF THE ADVANCED CLINICALS SOLUTIONS INCLUDE IN-PATIENT

COMPUTERIZED PROVIDER ORDER ENTRY (CPOE), EVIDENCED BASED ORDER SETS

KL5721 1184 V 12-7F 60010216 PAGE 91







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(EBOS), PHYSICIAN DOCUMENTATION, PROBLEM LISTS, IMPROVED ELECTRONIC

PATIENT VIEWS IN MEDITECH CALLED CLINICAL REVIEW, AND EXPANDED CLINICAL

DECISION SUPPORT CAPABILITIES. THESE SOLUTIONS HAVE BEEN IMPLEMENTED AT

ALL HOSPITALS EXCEPT FOR CPOE AT METHODIST AMBULATORY SURGERY HOSPITAL,

WHICH WILL BE LIVE DURING THE FIRST QUARTER OF 2013. THROUGH JANUARY

2013, IT&S RESOURCES ALONE HAD LOGGED OVER 45,000 WORK-HOURS TO THIS

INITIATIVE. IT IS ESTIMATED THAT CLINICAL AND SHARED SERVICES STAFFS

LOGGED AS MANY OR MORE WORK-HOURS TO THIS INITIATIVE. MOREOVER, OVER

2,800 PHYSICIANS WERE ENTERING IN-PATIENT ORDERS METHODIST-WIDE, AND OVER

2,900 PHYSICIANS WERE DOCUMENTING IN-PATIENT CARE ELECTRONICALLY.

IN FURTHER SUPPORT OF COMMUNITY NEED, METHODIST HEALTHCARE ALSO RECRUITED

38 PHYSICIANS (44 IN 2011) AND CREDENTIALED 424 IN MANY DIFFERENT

SPECIALTIES.

SEVERAL IMPORTANT DESIGNATIONS WERE AWARDED TO METHODIST HEALTHCARE IN

2012. IN OCTOBER, THE METROPOLITAN METHODIST HOSPITAL BREAST CENTER WAS

GRANTED A FULL ACCREDITATION (THREE YEAR) DESIGNATION BY THE NATIONAL

ACCREDITATION PROGRAM FOR BREAST CENTERS (NAPBC), A PROGRAM ADMINISTERED

KL5721 1184 V 12-7F 60010216 PAGE 92







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BY THE AMERICAN COLLEGE OF SURGEONS. SETTING THE STANDARD FOR

INTERDISCIPLINARY MANAGEMENT OF PATIENTS WITH BREAST DISEASE, THE CENTER

IS THE FIRST HOSPITAL-BASED, NAPBC-ACCREDITED BREAST CENTER IN SAN

ANTONIO. SERVICES IN THE CENTER ARE OFFERED FREE OF CHARGE, GIVING WOMEN

DIAGNOSED WITH BREAST CANCER THE SUPPORT, RESOURCES AND EDUCATION THEY

NEED.

METHODIST HOSPITAL AND ITS CAMPUSES OF: METROPOLITAN METHODIST HOSPITAL,

NORTHEAST METHODIST HOSPITAL, METHODIST SPECIALTY AND TRANSPLANT

HOSPITAL, AND METHODIST CHILDREN'S HOSPITAL RECEIVED THE HIGHEST QUALITY

AWARD FROM THE TEXAS MEDICAL FOUNDATION (TMF) HEALTH QUALITY INSTITUTE:

THE TEXAS MEDICAL FOUNDATION GOLD AWARD FOR HEALTH CARE QUALITY

IMPROVEMENT. METHODIST IS ONE OF TWO TEXAS HOSPITALS TO RECEIVE THE GOLD

AWARD. METHODIST STONE OAK HOSPITAL AND METHODIST AMBULATORY SURGERY

HOSPITAL RECEIVED SILVER AWARDS AND METHODIST TEXSAN HOSPITAL RECEIVED A

BRONZE AWARD FROM TMF.

METHODIST HOSPITALS AND ITS CAMPUSES WERE ALSO RANKED BEST IN THE REGION

IN THE AREAS OF ONCOLOGY AND NEPHROLOGY IN U.S. NEWS AND WORLD REPORT'S

KL5721 1184 V 12-7F 60010216 PAGE 93







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2E1327 2.000


2011-2012 BEST HOSPITALS RANKINGS. FEWER THAN 150 HOSPITALS ARE

NATIONALLY RANKED IN AT LEAST ONE OF 16 MEDICAL SPECIALTIES.

A NATIONAL CLINICAL QUALITY RATED ORGANIZATION ALSO AWARDED METHODIST

HOSPITAL AND ITS CAMPUSES EXCELLENCE AWARDS IN: MATERNITY CARE,

GYNECOLOGIC SURGERY; PULMONARY CARE AND VASCULAR SURGERY.

THE JOINT COMMISSION DESIGNATED METHODIST STONE OAK HOSPITAL AS A TOP

PERFORMER IN KEY QUALITY MEASURES.

PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE


THERE IS A LINK ON MHS WEBSITE FOR INFORMATION ON FINANCIAL ASSISTANCE.

SIGNS THAT PROMINENTLY PRESENT INFORMATION ABOUT THE CHARITY MISSION AND

GUIDELINES ARE PRESENT AT ALL POINTS OF ADMISSION. MHS ALSO PUBLISHES A

NOTICE OF ITS CHARITY POLICY ANNUALLY IN THE SAN ANTONIO EXPRESS-NEWS. A

PATIENT BROCHURE, ENTITLED "A GUIDE TO YOUR HOSPITAL BILL", EXPLAINS THE

HOSPITAL BILLING PROCESS AND INFORMS PATIENTS OF THE CHARITY POLICY IN

THE EVENT THEY NEED FINANCIAL ASSISTANCE. ADMISSIONS PERSONNEL RECEIVE

KL5721 1184 V 12-7F 60010216 PAGE 94







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TRAINING AND AN ANNUAL REFRESHER COURSE ON THE POLICY, AND UNDERSTAND THE

CRUCIAL ROLE THEY PLAY IN INFORMING PATIENTS ABOUT THE POLICY. FINANCIAL

COUNSELORS AND HOSPITAL CASE MANAGEMENT STAFF EDUCATE PATIENTS AND ARE

AVAILABLE TO ASSIST THEM WITH THE CHARITY CARE APPLICATION PROCESS. IN

ADDITION TO PROVIDING INFORMATION DURING THE ADMITTING PROCESS, MHS

CONTINUES TO PROVIDE INFORMATION ABOUT THE AVAILABILITY OF CHARITY CARE

ASSISTANCE DURING THE COLLECTION PROCESS FOR THOSE PATIENTS WHO HAVE BEEN

BILLED, BUT HAVE NOT PAID. MHS ADOPTED AN UNINSURED DISCOUNT POLICY. THE

POLICY WAS ESTABLISHED TO MAKE HOSPITAL BILLS MORE AFFORDABLE TO THE

UNINSURED POPULATION. UNINSURED PATIENTS WHO QUALIFY FOR CHARITY WILL

RECEIVE EITHER THE CHARITY DISCOUNT OR THE UNINSURED DISCOUNT, WHICHEVER

IS GREATER. UNINSURED DISCOUNTS GRANTED FOR THE YEAR ENDED DECEMBER 31,

2012 WERE $240.4 MILLION IN CHARGES, AND ARE RECORDED AS A DEDUCTION OF

NET PATIENT REVENUE. MHS ALSO PARTNERS WITH RESOURCE CORPORATION OF

AMERICA (RCA) TO SCREEN AND TO ASSIST SELF-PAY PATIENTS TO DETERMINE

THEIR ELIGIBILITY FOR FEDERAL, STATE AND COUNTY PROGRAMS. RCA ACTS AS A

LIASON FOR THE PATIENT TO HELP THEM THROUGH THE APPLICATION PROCESS.

KL5721 1184 V 12-7F 60010216 PAGE 95







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PATIENTS ARE REFERRED TO RCA IN SEVERAL WAYS -- THROUGH REVIEW OF

HOSPITAL CENSUS REPORTS, REVIEW OF INSURANCE VERIFICATION, FROM

PHYSICIANS' OFFICES AND FROM HOSPITAL CASE MANAGEMENT STAFF.

COMMUNITY INFORMATION

SCHEDULE H, PART VI QUESTION 4

SAN ANTONIO SERVES NOT ONLY RESIDENTS OF BEXAR AND SURROUNDING COUNTIES

IN TEXAS, BUT SERVES AS THE REFERRAL CENTER FOR ALL OF SOUTH

TEXAS--ESPECIALLY FOR PEDIATRIC SERVICES, AS THE OUTLYING AREAS TYPICALLY

DO NOT OFFER THOSE SERVICES IN THEIR COMMUNITIES.

PROMOTING THE HEALTH OF THE COMMUNITY


MHS PROMOTES THE HEALTH OF THE COMMUNITY THROUGH VARIOUS SERVICES IT

OFFERS TO SAN ANTONIO AND SURROUNDING COMMUNITIES. IN 2012, MHS RECEIVED

23.7% OF ALL INPATIENT ADMISSIONS FROM SOUTH TEXAS COUNTIES, MANY OF

THESE ADMISSIONS COMING VIA TRANSFERS FROM RURAL HOSPITAL EMERGENCY

KL5721 1184 V 12-7F 60010216 PAGE 96







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2E1327 2.000


DEPARTMENTS. IN LATE 2009, MHS CONSOLIDATED ALL BED PLACEMENT SERVICES,

INCLUDING RURAL EMERGENCY DEPARTMENT TRANSFER ASSISTANCE, INTO A

SYSTEM-WIDE PATIENT PLACEMENT CENTER. THE ACCEPTANCE RATE IN 2012 WAS

98.7% COMPARED TO 99.2% IN 2011. SELF-PAY PATIENTS ACCOUNTS FOR 5% OF

ALL TRANSFERS AS COMPARED TO 8% IN 2011. PEDIATRIC AND HIGH-RISK

MATERNAL TRANSFERS ARE ALSO NOW HANDLED THROUGH THESE CONSOLIDATED

PLACEMENT SERVICES. SPECIALIZED SERVICES AVAILABLE AT MHS FACILITIES

INCLUDE THE FOLLOWING: NEONATOLOGY SERVICES, PEDIATRIC SUBSPECIALTY

SERVICES, BONE MARROW TRANSPLANT, KIDNEY TRANSPLANTS, HEART TRANSPLANTS,

LIVER TRANSPLANTS, PANCREAS TRANSPLANTS, HYPERBARIC OXYGEN TREATMENT,

STROKE CARE, MEDICAL AIR TRANSPORT, GAMMA KNIFE RADIOSURGERY, AND

BARIATRIC SURGERY. DISCUSSIONS BEGAN IN LATE 2012 TO PLACE TWO

ADDITIONAL HELICOPTERS IN RURAL MARKETS, WITH THE THIRD HELICOPTER TO BE

PLACED IN SEGUIN (METHODIST AIRCARE 2, NOW IN PEARSALL, TEXAS, IS AT

CAPACITY). METHODIST AIRCARE, IN PARTNERSHIP WITH REACH AIR MEDICAL

SERVICES, CONTINUES TO EXAMINE NEW OPPORTUNITIES IN SOUTH TEXAS, AND

SHOULD HAVE FOUR HELICOPTERS DEDICATED TO THE RURAL TEXAS MARKET BY THE

KL5721 1184 V 12-7F 60010216 PAGE 97







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2E1327 2.000


END OF 2013. SEE RESPONSES FOR QUESTION #2 ABOVE REGARDING EXPANSION OF

SERVICES IN 2012. THE MAJORITY OF CHARITY CARE PROVIDED BY THE HOSPITALS

IS FROM PATIENTS RECEIVING EMERGENCY SERVICES. MHS CONTINUED TO IMPROVE

ACCESS TO CARE TO THE COMMUNITY BY IMPROVING EMERGENCY DEPARTMENT ACCESS.

EMERGENCY ROOM VISITS TO MHS FACILITIES TOTALED 308,052 IN 2012, AN

INCREASE OF 9% OVER 2011. 16% OF TOTAL ER VISITS RESULTED IN INPATIENT

ADMISSIONS WITH A 6% INCREASE IN ED ADMISSIONS OVER 2011. MORE

IMPORTANTLY, 22.1% OF ALL VISITS TO MHS EMERGENCY ROOMS IN 2012 WERE MADE

BY CHARITY OR SELF-PAY PATIENTS. MHS SAW A 27.6% IMPROVEMENT IN THE

WAIT TIME FROM THE PATIENT ARRIVAL TO BED METRIC AND A 46.5% IMPROVEMENT

IN THE ARRIVAL TO TIME THEY ARE SEEN BY A PROVIDER. THE IMPROVEMENTS IN

THESE METRICS LED TO A DROP IN THE LEFT PRIOR TO MEDICAL SCREENING METRIC

FROM 1.7% TO 0.8%. MHS CONTINUES TO HAVE MINIMAL AMBULANCE DIVERSION

HOURS. TEXAS TRANSPLANT INSTITUTE (TTI), AT METHODIST SPECIALTY &

TRANSPLANT HOSPITAL, A CAMPUS OF METHODIST HOSPITAL, CONTINUES TO PROVIDE

INCREASED ACCESS FOR PATIENTS REQUIRING KIDNEY TRANSPLANTS. TTI IS THE

HOME OF THE BUSIEST PAIRED EXCHANGE KIDNEY TRANSPLANT PROGRAM IN THE

KL5721 1184 V 12-7F 60010216 PAGE 98







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2E1327 2.000


NATION. MHS ALSO OPERATES THREE HEALTH BUSES ON THE EAST, SOUTH AND WEST

SIDE OF SAN ANTONIO OFFERING COMPLIMENTARY TRANSPORTATION TO VARIOUS

HEALTH CARE FACILITIES. THERE WERE 13,051 TRANSPORTS IN 2012, COMPARED

TO 12,515 IN 2011. METROPOLITAN METHODIST HOSPITAL IN CONJUNCTION WITH

METHODIST HOSPITAL WOMEN'S SERVICES, OPERATES FIVE FAMILY HEALTH CENTERS

THAT PROVIDE COMPLIMENTARY PREGNANCY TESTING, PHYSICIAN REFERRALS (3,997

IN 2012), COUNSELING, HEALTH EDUCATION AND SCREENING PROGRAMS. VISIT

VOLUMES TO THESE CENTERS DECREASED SLIGHTLY WHEN COMPARED TO 2011 (18,647

VS. 19,283) AS OTHER HEALTH CARE PROVIDERS HAVE INCREASED THEIR SERVICE

OFFERINGS. MHS ALSO OPERATES CALL-A-NURSE FOR CHILDREN, A TELEPHONE

SERVICE OFFERING FREE MEDICAL ADVICE BY TRAINED EMERGENCY CARE PEDIATRIC

NURSES TO PARENTS OF SICK/INJURED CHILDREN. THE SERVICE OPERATES FROM

5:00 P.M. TO 8:00 A.M. MONDAY THROUGH FRIDAY AND AROUND THE CLOCK ON

WEEKENDS AND HOLIDAYS (WHEN PHYSICIAN'S OFFICES ARE CLOSED). CALL

VOLUMES IN 2012 93,999 VERSUS 97,659 IN 2011. IN ADDITION TO INBOUND

TRIAGE CALLS FOR CHILDREN'S SERVICES, METHODIST OPERATES A DISCHARGE CALL

PROGRAM DURING NORMAL BUSINESS HOURS. A CALL BY A REGISTERED NURSE IS

KL5721 1184 V 12-7F 60010216 PAGE 99







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MADE TO ALL INPATIENT DISCHARGES WITHIN 48 HOURS OF DISCHARGE TO INQUIRE

ABOUT THEIR INPATIENT STAY, ANY CONCERNS RELATED TO DISCHARGE ORDERS, AND

CURRENT HEALTH CONDITIONS. IN 2012, THIS PROGRAM CALLED 123,940

METHODIST PATIENTS. THE METHODIST CONTACT CENTER OPERATES A COMMUNITY

PHONE-IN HEALTH RESOURCE CALLED HEALTHLINE DURING NORMAL BUSINESS HOURS.

HEALTHLINE CALLERS SCHEDULE ATTENDANCE TO HEALTH AND WELLNESS EVENTS,

PARENTING CLASSES, SEEK HEALTH INFORMATION FROM SEVERAL AUTOMATED HEALTH

RESOURCE LIBRARIES, AND RECEIVE PHYSICIAN REFERRALS THROUGH THE METHODIST

DOCTORSOURCE PROGRAM. IN 2012, METHODIST REFERRED 11,544 PHYSICIANS TO

DOCTORSOURCE CALLERS VERSUS 12,005 IN 2011 (UP TO THREE PHYSICIANS MAY BE

REFERRED TO EACH CALLER). MHS HAS AN OPEN ADMISSIONS POLICY WHICH ALLOWS

MEDICAL STAFF TO ADMIT PATIENTS DIRECTLY TO ANY MHS FACILITY REGARDLESS

OF THE PATIENT'S ABILITY TO PAY. MHS FUNDS AND PROVIDES TRAINING AND

CONTINUING EDUCATION TO PHYSICIANS, NURSES, EMS PROFESSIONALS AND OTHER

ALLIED HEALTH PROFESSIONALS. MHS PARTICIPATES IN ALL QUALITY MEASURES

(CMS, JCAHO, ETC). MHS USES THE CMS CORE MEASURES AS THE PRIMARY

QUALITY INDICATORS FOR CLINICAL CARE. MHS PROVIDED DIRECT SUPPORT TO 55

KL5721 1184 V 12-7F 60010216 PAGE 100







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NON-PROFIT HEALTH AND HUMAN SERVICE ORGANIZATIONS SERVING THE COMMUNITY.

AS NOTED ABOVE, MHS PLAYS A LEADING ROLE IN THE SUPPORT OF THE BEXAR

COUNTY COMMUNITY HEALTH COLLABORATIVE, INCLUDING THE UTILIZATION OF THEIR

COMMUNITY HEALTH ASSESSMENT TO ASSIST IN THE DETERMINATION OF WHERE MHS

SHOULD CONCENTRATE COMMUNITY ACTIVITIES. MHS EXECUTIVE MANAGEMENT ALSO

SUPPORTS THE YMCA THROUGH MEMBERSHIP ON YMCA'S EXECUTIVE COMMITTEE AND

THROUGH THE PROVISION OF 65 HEALTH AND WELLNESS EVENTS IN 2012. MHS IS

ALSO A FOUNDING MEMBER OF HEALTH ACCESS SAN ANTONIO AND MHS LEADERSHIP

SERVES ON THEIR BOARD OF DIRECTORS. ALL THREE OF THE ABOVE-MENTIONED

ORGANIZATIONS RECEIVED FUNDING FROM MHS IN 2012.

AFFILIATED HEALTH CARE SYSTEM


SEE ANSWER TO PART I LINE 6A.

KL5721 1184 V 12-7F 60010216 PAGE 101







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STATE FILING OF COMMUNITY BENEFIT REPORT


TEXAS

KL5721 1184 V 12-7F 60010216 PAGE 102

OMB No. 1545-0047SCHEDULE I(Form 990)

Grants and Other Assistance to Organizations,

Governments, and Individuals in the United States À¾µ¶Complete if the organization answered "Yes" to Form 990, Part IV, line 21 or 22.

Attach to Form 990.

Open to Public Department of the Treasury

Internal Revenue Service I Inspection


General Information on Grants and Assistance Part I

1

2

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and

the selection criteria used to award the grants or assistance?

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Yes No

Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to Form 990,Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.

Part II

(a) Name and address of organizationor government

(f) Method of valuation(book, FMV, appraisal,

other)

(c) IRC section

if applicable(e) Amount of non-

cash assistance(g) Description of

non-cash assistance(h) Purpose of grant

or assistance(b) EIN (d) Amount of cash

grant1

(1)

(2)

(3)

(4)

(5)

(6)

(7)

(8)

(9)

(10)

(11)

(12)

II

2

3

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table

Enter total number of other organizations listed in the line 1 tablem m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule I (Form 990) (2012)

JSA

2E1288 1.000


X

ALAMO CHILDREN'S ADVOCACY CENTER FUND MENTAL HEALTH &

7130 US HWY 90 SAN ANTONIO, TX 78227 74-2633697 501(C)(3) 60,000. COUNSELING SERVICES

AMISTAD COMMUNITY HEALTH CENTER

1533 BROWNLEE BLVD CORPUS CHRISTI, TX 78404 20-3008507 501(C)(3) 357,562. HEALTHCARE SERVICES

ANY BABY CAN OF THE TEXAS HILL COUNTRY

624 EARL GARRETT KERRVILLE, TX 78028 01-0809682 501(C)(3) 34,250. OPERATIONAL SUPPORT

ARTHUR NAGEL COMMUNITY CLINIC PRIMARY CARE SVCS &

1116 12TH ST, #3 BANDERA, TX 78003 77-0697361 501(C)(3) 166,192. WOMEN'S HEALTHCARE

ATASCOSA HEALTH CENTER FUND MED/DENTAL HLTH

310 WL OAKLAWN RD. PLEASANTON, TX 78064 74-2089103 501(C)(3) 132,188. SERV, DENTAL SALARY

AUTISM SERVICE CENTER OF SAN ANTONIO ACCESS TO EARLY

701 S ZARZAMORA ST. SAN ANTONIO, TX 78207 26-2592058 501(C)(3) 50,000. AUTISM INTERVENTION

BARRIO COMPREHENSIVE FAMILY HEALTH CARE CTR FUND MEDICAL/DENTAL

3066 E. COMMERCE ST SAN ANTONIO, TX 78220 74-1724391 501(C)(3) 1,817,560. COUNSELING SERVICES

BEXAR COUNTY HEALTH COLLABORATIVE PREVENT OBESITY &

816 CAMARON ST.,#209 SAN ANTONIO, TX 78212 74-2953076 501(C)(3) 110,000. DIABETES

BRIGHTON SCHOOL OPERATIONAL SUPPORT

14207 HIGGINS RD SAN ANTONIO, TX 78217 74-2331826 501(C)(3) 63,688. FOR PALS PROGRAM

CHILDREN'S BEREAVEMENT CENTER OF SOUTH TX HEALING PROGRAMS FOR

205 W. OLMOS DRIVE SAN ANTONIO, TX 78212 74-2828178 501(C)(3) 134,375. GRIEVING YOUTH

CHRISTUS SPOHN HEALTH SYSTEM CORPORATION FUND CLINICAL PASTRL

725 ELIZABETH ST,#5 CORPUS CHRISTI,TX 78404 74-1109836 501(C)(3) 23,254. EDUC RESIDENT PROG

COMMUNITIES IN SCHOOLS OF SAN ANTONIO INC MENTAL HLTH SERVICES

1616 E. COMMERCE ST. SAN ANTONIO, TX 78205 74-2393714 501(C)(3) 104,984. FOR AT RISK YOUTH

KL5721 1184 V 12-7F 60010216 PAGE 103




Attach to Form 990.





1

2





Part II



other)

(c) IRC section





grant1

(1)

(2)

(3)

(4)

(5)

(6)

(7)

(8)

(9)

(10)

(11)

(12)

II

2

3




JSA

2E1288 1.000


X

COMMUNITY HEALTH CTR OF SOUTH CENTRAL TEXAS FUND DENTAL SALARY

228 ST. GEORGE STREET GONZALEZ, TX 78629 74-1548089 501(C)(3) 333,361. SUPPLEMENT & CAPITAL

COMMUNITY HEALTH DEVELOPMENT FUND ORAL HEALTH

201 S. EVANS UVALDE, TX 78801 74-2269739 501(C)(3) 262,500. SERVICES

COMMUNITY HOPE PROJECTS, INC. FUND FAMILY

2332 W. JORDAN ROAD MCALLEN, TX 78503 74-2742024 501(C)(3) 265,980. COUNSELING SERVICES

CORPUS CHRISTI METRO MINISTRIES MED SVC AT GABBARD

1919 LEOPARD ST. CORPUS CHRISTI, TX 78408 74-2247261 501(C)(3) 56,600. HEALTH CLINIC

DAUGHTERS OF CHARITY SERIVCES FUND MEDICAL/DENTAL

7607 SOMERSET RD. SAN ANTONIO, TX 78211 74-6106876 501(C)(3) 558,007. & MENTAL HEALTH SVCS

ECUMENICAL CENTER FOR RELIGION AND HEALTH FUND MED ETHICS PROG

8310 EWING HALSELL DR. SAN ANTONIO,TX 78229 74-1587388 501(C)(3) 426,592. PASTRL CARE,SEMINARS

EL CENTRO DEL BARRIO (DBA CENTROMED) FUND CAP,MED,DENTAL,

3750 COMMERCIAL AVE SAN ANTONIO, TX 78221 74-1787031 501(C)(3) 2,403,057. RESPITE & BEHAVIOR

FAMILY OUTREACH CORPUS CHRISTI, INC. CRISIS COUNSELING &

1444 BALDWIN BLVD. CORPUS CHRISTI, TX 78404 74-2049746 501(C)(3) 81,526. SUPPORT SERVICES

FAMILY SERVICE ASSOCIATION OF SAN ANTONIO, PREV CHLD ABUSE &

702 SAN PEDRO SAN ANTONIO, TX 78212 74-1117341 501(C)(3) 438,539. NEGLECT-RURAL AREAS

FAMILY VIOLENCE PREVENTION SERVICES, INC. FUND COMM COUNSEL

7911 BROADWAY SAN ANTONIO, TX 78209 74-1994151 501(C)(3) 73,678. PRG FOR HOMELESS

GATEWAY COMMUNITY HEALTH CENTER INC. FUND DIABETES EDUC &

1515 PAPPAS ST. LAREDO, TX 78041 74-2553409 501(C)(3) 771,738. BEHAVIORAL HEALTH

GOOD SAMARATIN COMMUNITY SERVICES YOUTH DEVELOPMENT

1600 SALTILLO SAN ANTONIO, TX 78207 74-1117340 501(C)(3) 58,668. SERVICES

KL5721 1184 V 12-7F 60010216 PAGE 104




Attach to Form 990.





1

2





Part II



other)

(c) IRC section





grant1

(1)

(2)

(3)

(4)

(5)

(6)

(7)

(8)

(9)

(10)

(11)

(12)

II

2

3




JSA

2E1288 1.000


X

HEALTHCARE ACCESS SAN ANTONIO

3066 E. COMMERCE ST. SAN ANTONIO, TX 78220 20-3752122 501(C)(3) 210,267. OPERATIONAL SUPPORT

HEALY-MURPHY CENTER FUND BEHAVIOR HEALTH

618 LIVE OAK SAN ANTONIO, TX 78202 74-1667875 501(C)(3) 60,886. SERVICES

HILL COUNTRY MISSION HEALTH FUND MEDICAL SVCS IN

122 COMMERCE AVE. BOERNE, TX 78006 48-1262832 501(C)(3) 50,000. KENDALL COUNTY TX

HISPANIC RELIGIOUS PRTN FOR COMM HLTH FUND HLTH/HUMAN SVCS

1701 W. WOODLAWN SAN ANTONIO, TX 78201 74-2886380 501(C)(3) 213,491. NEEDY & DIAPER BANK

HORSES HELPING THE HANDICAPPED INC. EQUINE-ASST CHILDREN

791 BACKHAUS RD. PIPE CREEK, TX 78063 74-2746369 501(C)(3) 191,000. MENTAL HLTH PROGRAM

I CARE SAN ANTONIO

1 HAVEN FOR HOPE WAY SAN ANTONIO, TX 78207 74-2690192 501(C)(3) 94,500. FUND VISION CARE

INFANT & FAMILY NUTRITION AGENCY

1225 BOCA CHICA BLVD. BROWNSVILLE, TX 78520 74-3005860 501(C)(3) 20,000. OPERATIONAL SUPPORT

JEWISH FAMILY SERVICE OF SAN ANTONIO, INC. FUND YOUTH COUNSEL &

12500 N.W. MILITARY HY SAN ANTONIO,TX 78231 74-1759254 501(C)(3) 213,000. OUTPATIENT PSYCHIATR

LA ESPERANZA HEALTH AND DENTAL CENTERS CAPITAL NORTH CLINIC

2029 BEAUREGARD SAN ANGELO, TX 76901 74-2699762 501(C)(3) 265,956. EXPANSION

LOWER RIO GRANDE VALLEY COMM HEALTH MGMT. FUND WELLNESS CENTER

901 E. VERMONT AVE. MCALLEN, TX 78503 74-2784427 501(C)(3) 348,780. & MEDICAL SERVICES

MATAGORDA EPISCOPAL HEALTH OUTREACH PROGRAM FUND MEDICAL &

101 AVE F NORTH BAY CITY, TX 77414 20-0537948 501(C)(3) 156,569. DENTAL SERVICES

MERCY MINISTRIES OF LAREDO DENTAL SVCS & WOMENS

2500 ZACATECAS ST. LAREDO, TX 78046 20-0198462 501(C)(3) 242,991. HEALTH SERVICES

KL5721 1184 V 12-7F 60010216 PAGE 105




Attach to Form 990.





1

2





Part II



other)

(c) IRC section





grant1

(1)

(2)

(3)

(4)

(5)

(6)

(7)

(8)

(9)

(10)

(11)

(12)

II

2

3




JSA

2E1288 1.000


X

MISSION 911

911 PARK AVE. CORPUS CHRISTI, TX 78401 74-2996340 501(C)(3) 39,800. OPERATIONAL SUPPORT

MISSION OF MERCY, INC. MOBILE MED SERV IN

719 S SHORELINE BL CORPUS CHRISTI, TX 78401 86-0704883 501(C)(3) 59,625. CORPUS CHRISTI, TX

MORNINGSIDE MINISTRIES FOUNDATION, INC. FUND BRISCOE CAREGIV

700 BABCOCK RD. SAN ANTONIO, TX 78201 74-2927605 501(C)(3) 105,250. RESOURCE CENTER

NEW BRAUNFELS CHRISTIAN MINISTRIES PROV MED/DENTAL CARE

1195 W SAN ANTONIO NEW BRAUNFELS,TX 78130 26-2221231 501(C)(3) 63,000. LOW INCOME COMAL CTY

OUR LADY OF THE LAKE UNIVER OF SAN ANTONIO OLLU/HAVEN FOR HOPE

411 SW 24TH ST. SAN ANTONIO, TX 78207 74-1109631 501(C)(3) 54,550. MENTAL HLTH-HOMELESS

PASTORAL CARE AND CUNSL CTR-SAN ANGELO, TX

242 N. MAGDALEN SAN ANGELO, TX 76903 75-1561599 501(C)(3) 209,174. FUND COUNSELING SVC

PLANNED LIVING ASST NETWORK OF CENTRAL TX FUND BEHAVIOR HEALTH

P. O. BOX 4755 AUSTIN, TX 78765 74-2861614 501(C)(3) 26,707. SERVICES

PLANNED PARENTHOOD OF SAN ANTONIO DIAGNOSTIC WOMEN'S

104 BABCOCK RD SAN ANTONIO, TX 78201 74-1297211 501(C)(3) 422,875. HEALTH CARE SERVICES

RAPHAEL COMMUNITY FREE CLINIC, INC.

1807 WATER ST. KERRVILLE, TX 78028 74-2819628 501(C)(3) 113,724. FUND MEDICAL SERVICE

ROY MAAS YOUTH ALTERNATIVES INC BRIDGE EMERGENCY

3103 WEST AVE. SAN ANTONIO, TX 78213 74-1914638 501(C)(3) 63,711. SHELTER PSYCH SVCS

SAN ANTONIO CHRISTIAN DENTAL CLINIC DENTAL CARE OF

1 HAVEN FOR HOPE WAY SAN ANTONIO, TX 78207 74-2428161 501(C)(3) 258,250. INDIGENT SERVICES

SAN ANTONIO CLUBHOUSE, INC. FUND MENTAL HEALTH

1530 NORTH ALAMO SAN ANTONIO, TX 78215 82-0559940 501(C)(3) 183,750. SERVICES & CAPITAL

KL5721 1184 V 12-7F 60010216 PAGE 106




Attach to Form 990.





1

2





Part II



other)

(c) IRC section





grant1

(1)

(2)

(3)

(4)

(5)

(6)

(7)

(8)

(9)

(10)

(11)

(12)

II

2

3




JSA

2E1288 1.000


X

SAN ANTONIO FOOD BANK SOCIAL SVC OUTREACH:

5200 OLD HIGHWAY 90 W SAN ANTONIO, TX 78227 74-2122979 501(C)(3) 203,260. CHIP/MEDICAID ENROLL

SAN ANTONIO METROPOLITAN MINISTRY FUND CULTURE-POVERTY

5254 BLANCO RD. SAN ANTONIO, TX 78216 74-2285793 501(C)(3) 110,541. TRAIN & SPIRIT SVCS

SLEW, INC. MENTAL HLTH SVCS

12521 NACOGDOCHES RD. SAN ANTONIO, TX 78217 42-1580967 501(C)(3) 52,784. UNDERSERED WOMEN

SOUTH TEXAS RURAL HEALTH SERVICE DNTL SUPP,MTL HLTH &

304 NUECES ST. COTULLA, TX 78014 74-1905196 501(C)(3) 600,817. SUBSTN ABSUE PRG

SW TX CONFERENCE OF THE UNITED METHODIST CH PASTRL HLTH/WHOLENES

16400 HUEBNER RD. SAN ANTONIO, TX 78248 37-0771661 501(C)(3) 373,062. EDUC & CHAPLIAN PRGM

ST. PETER-ST. JOSEPH CHILDREN'S HOME FUND CHILD & COMM

919 MISSION RD. SAN ANTONIO, TX 78210 74-1143129 501(C)(3) 201,842. TRAUMA COUNSEL PRGM

STATE OF TEXAS KIDNEY FOUNDATION

22123 IMPALA PEAK SAN ANTONIO, TX 78259 27-4237653 501(C)(3) 58,081. START UP FUNDING

SU CLINICA FAMILIAR DIABETIC RETINOPATHY

1706 TREASURE HILLS BL. HARLINGEN,TX 78550 74-2357970 501(C)(3) 41,416. SCREENING PROGRAM

TEJAS HEALTH CARE DIABETES OUTREACH &

753 EAST TRAVIS ST. LA GRANGE, TX 78945 75-3260266 501(C)(3) 239,131. DENTAL SERVICES

THE ARC OF SAN ANTONIO, INC.

13430 WEST AVE. SAN ANTONIO, TX 78216 74-1200110 501(C)(3) 140,424. NURSING SERVICES

THRIVEWELL CANCER FOUNDATION

4383 MEDICAL DR. SAN ANTONIO, TX 78229 26-0371270 501(C)(3) 40,857. FUND DIVA PROGRAM

TIMONS MINISTRIES

10501 S PDRE ISL DR CORPUS CHRISTI,TX 78418 31-1638327 501(C)(3) 33,388. OPERATIONAL SUPPORT

KL5721 1184 V 12-7F 60010216 PAGE 107




Attach to Form 990.





1

2





Part II



other)

(c) IRC section





grant1

(1)

(2)

(3)

(4)

(5)

(6)

(7)

(8)

(9)

(10)

(11)

(12)

II

2

3




JSA

2E1288 1.000


X

UNITED MEDICAL CENTERS DIABETES/HYPERTENSIO

2525 N VETERANS BLVD EAGLE PASS, TX 78852 74-1993570 501(C)(3) 209,941. MGMT PROGRAM

UNITED WAY OF SAN ANTONIO & BEXAR COUNTY FUNDS COLLECT,ANLYZ

PO BOX 898 SAN ANTONIO, TX 78293 74-1272381 501(C)(3) 107,625. DECODE POST MNT HLTH

UNIVERSITY HEALTH SYSTEM NORTHWEST CLINIC

4502 MEDICAL DR. SAN ANTONIO, TX 78229 74-6002164 501(C)(3) 1,107,898. OPERATIONAL SUPPORT

UNIVERSITY OF INCARNATE WORD EASTSIDE EYE CARE

4301 BROADWAY SAN ANTONIO, TX 78209 74-1109661 501(C)(3) 500,000. CLINIC,CAP EXPENDIT

UNIVER OF TX HLTH SCIENCE CTR SAN ANTONIO FUND DENTAL/MED STUD

7703 FLOYD CURL DR. SAN ANTONIO, TX 78229 74-1586031 501(C)(3) 2,646,687. TRAINING & SVCS

VOICES FOR CHILDREN COMMUNITY RESEARCH CENT

1 HAVEN FOR HOPE WAY SAN ANTONIO, TX 78207 74-2987232 501(C)(3) 50,000. OPERATIONAL SUPPORT

WOMEN INVOLVED IN NURTURING, GIVING, SHARIN PATIENT CARE, BREAST

7900 US HWY 90 W. SAN ANTONIO, TX 78227 74-2920912 501(C)(3) 266,923. CANCER

BROWNSVILLE COMMUNITY HEALTH CENTER FUND DENTAL SALARY

2137 E 22ND ST BROWNSVILLE, TX 78520 74-2176836 501(C)(3) 42,000. SUPPLEMENT

NUESTRA CLINICA DEL VALLE DENTAL SALARY

801 W. 1ST ST. SAN JUAN, TX 78577 74-1721807 501(C)(3) 42,000. SUPPLEMENT

VIDA Y SALUD HEALTH SYSTEMS INC. DENTAL SALARY

308 CESAR CHAVEZ AVE CRYSTAL CITY, TX 78839 74-1715419 501(C)(3) 42,000. SUPPLEMENT

AMERICAN HEART ASSOCIATION

7272 GREENVILLE AVENUE DALLAS, TX 75231 13-5613797 501(C)(3) 6,750. DONATION

AMERICAN DIABETES ASSOCIATION

1701 N. BEAUREGARD ST. ALEXANDRIA, TX 22311 13-1623888 501(C)(3) 10,785. DONATION

KL5721 1184 V 12-7F 60010216 PAGE 108




Attach to Form 990.





1

2





Part II



other)

(c) IRC section





grant1

(1)

(2)

(3)

(4)

(5)

(6)

(7)

(8)

(9)

(10)

(11)

(12)

II

2

3




JSA

2E1288 1.000


X

R. C. FREEDOM MINISTRIES

4414 CENTERVIEW DR. SAN ANTONIO, TX 78228 84-1651326 501(C)(3) 16,800. DONATION

GRANTMAKERS IN HEALTH

100 CONNECTICUT AVE NW WASHINGTON, TX 20036 13-3206571 501(C)(3) 7,000. DONATION

MEDICAL CENTER ALLIANCE FUND SAN ANTONIO

4507 MEDICAL DR. SAN ANTONIO, TX 78229 74-2892751 501(C)(3) 110,000. MED CTR IMPROVEMENTS

THE BLOOD AND TISSUE CENTER FOUNDATION

6211 IH 10 WEST SAN ANTONIO, TX 78201 43-1970952 501(C)(3) 8,450. DONATION

UNITED COMMUNITIES OF SAN ANTONIO

501 S. MAIN #101 SAN ANTONIO, TX 78204 20-3411782 501(C)(3) 6,600. DONATION

FIRST UNITED METHODIST CHURCH OF CORPUS CHR

900 S. SHORELINE BLVD. 74-1166910 501(C)(3) 5,210. DONATION

LAUREL HEIGHTS UNITED METHODIST CHURCH

227 W. WOODLAWN AVE. SAN ANTONIO, TX 78212 74-1272395 501(C)(3) 10,000. DONATION

79.

KL5721 1184 V 12-7F 60010216 PAGE 109

Schedule I (Form 990) (2012) Page 2

Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.Part III can be duplicated if additional space is needed.

Part III

(f) Description of non-cash assistance(a) Type of grant or assistance (e) Method of valuation (book,

FMV, appraisal, other)

(b) Number ofrecipients

(d) Amount of

non-cash assistance

(c) Amount of cash grant

1

2

3

4

5

6

7

Supplemental Information. Complete this part to provide the information required in Part I, line 2, Part III, column (b), and any other additionalinformation.

Part IV

Schedule I (Form 990) (2012)

JSA

2E1504 2.000


ELECTRICITY ASSISTANCE 155. 36,785.

WATER ASSISTANCE 28. 3,961.

RENT/MORTGAGE ASSISTANCE 58. 23,877.

HEALTHCARE PROGRAM ASSISTANCE 18. 7,892.

OTHER ASSISTANCE 2. 320.

FORM 990, SCHEDULE I

DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS

THE GRANTEE IS GIVEN A BLANK INVOICE FORM IN THE BEGINNING OF THE FISCAL

YEAR TO USE IN REQUESTING FUNDS. WHEN A REQUEST IS SUBMITTED FOR PAYMENT

YEARLY, QUARTERLY, OR MONTHLY) THE ACCOUNTANT REVIEWS AND VERIFIES

EXPENSES BASED ON ACTUAL INVOICES OR THE ORGANIZATION'S GENERAL LEDGER.

THE ORGANIZATION'S EXPENSE INFORMATION IS VERIFIED TO THE APPROVED BUDGET

SUBMITTED WITH THE GRANTEE APPLICATION. THE EXPENSE INFORMATION IS THEN

ENTERED INTO THE GRANT TRACKING SOFTWARE (GIFTS) AND THE GRANT SCHEDULE.

AFTER THE EXPENSES HAVE BEEN VERIFIED AND DOCUMENTED, IT IS SUBMITTED TO

KL5721 1184 V 12-7F 60010216 PAGE 110



Part III




(d) Amount of

non-cash assistance


1

2

3

4

5

6

7


Part IV


JSA

2E1504 2.000


THE DIRECTOR OF ACCOUNTING FOR APPROVAL AND SIGNATURE. THE GRANTS

ASSOCIATE ALSO REVIEWS EACH GRANT REQUEST FOR COMPLIANCE WITH BUDGETED

GOALS AND OUTCOMES. IT IS THEN FORWARDED TO THE ACCOUNTS PAYABLE

DEPARTMENT FOR PAYMENT. A CHECK IS PROCESSED AND MAILED TO THE GRANTEE.

THE BACKUP OF THE CHECK REQUEST IS RETURNED TO THE ACCOUNTANT TO FILE IN

THE GRANT FOLDER. IN ADDITION TO THESE PROCEDURES, THE ACCOUNTANTS DO

SITE VISITS TO REVIEW PATIENT FILES OR INVOICES TO ENSURE THAT FUNDS ARE

BEING USED APPROPRIATELY. EACH GRANTEE IS AUDITED EVERY OTHER YEAR (SOME

ARE VISITED ANNUALLY) TO ENSURE COMPLIANCE WITH GRANT CONTRACTS. SAMPLES

OF PATIENT FILES OR INVOICES ARE SELECTED BY MHM ACCOUNTANTS AND REVIEWED

KL5721 1184 V 12-7F 60010216 PAGE 111



Part III




(d) Amount of

non-cash assistance


1

2

3

4

5

6

7


Part IV


JSA

2E1504 2.000


ON SITE.

KL5721 1184 V 12-7F 60010216 PAGE 112

Compensation Information OMB No. 1545-0047SCHEDULE J(Form 990) For certain Officers, Directors, Trustees, Key Employees, and Highest

Compensated EmployeesComplete if the organization answered "Yes" to Form 990,

Part IV, line 23.I À¾µ¶

Open to Public Inspection

Department of the Treasury

Internal Revenue Service Attach to Form 990. See separate instructions.I IName of the organization Employer identification number

Questions Regarding Compensation Part I Yes No

1a Check the appropriate box(es) if the organization provided any of the following to or for a person listed in Form

990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel

Travel for companions

Tax indemnification and gross-up payments

Discretionary spending account

Housing allowance or residence for personal use

Payments for business use of personal residence

Health or social club dues or initiation fees

Personal services (e.g., maid, chauffeur, chef)

b If any of the boxes on line 1a are checked, did the organization follow a written policy regarding paymentor reimbursement or provision of all of the expenses described above? If "No," complete Part III toexplain 1b

2

4a

4b

4c

5a

5b

6a

6b

7

8

9

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m2 Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all officers,

directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? m m m m m m m m m m m3 Indicate which, if any, of the following the filing organization used to establish the compensation of the

organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods used by a

related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee

Independent compensation consultant

Form 990 of other organizations

Written employment contract

Compensation survey or study

Approval by the board or compensation committee

4 During the year, did any person listed in Form 990, Part VII, Section A, line 1a, with respect to the filingorganization or a related organization:

a

b

c

a

b

a

b

Receive a severance payment or change-of-control payment?

Participate in, or receive payment from, a supplemental nonqualified retirement plan?

Participate in, or receive payment from, an equity-based compensation arrangement?

m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m

m m m m m m m m m m m m m m mIf "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only section 501(c)(3) and 501(c)(4) organizations must complete lines 5-9.

For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any

compensation contingent on the revenues of:

The organization?

Any related organization?

If "Yes" to line 5a or 5b, describe in Part III.

For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any

compensation contingent on the net earnings of:

The organization?

Any related organization?

If "Yes" to line 6a or 6b, describe in Part III.

5

6

7

8

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed

payments not described in lines 5 and 6? If "Yes," describe in Part III m m m m m m m m m m m m m m m m m m m m m m m mWere any amounts reported in Form 990, Part VII, paid or accrued pursuant to a contract that was subject

to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe

in Part III m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m9 If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in

Regulations section 53.4958-6(c)? m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mFor Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule J (Form 990) 2012

JSA

2E1290 1.000


X XX X

XXX

XX

XX

X

X

KL5721 1184 V 12-7F 60010216 PAGE 113

Schedule J (Form 990) 2012 Page 2

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed. Part II

For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in theinstructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for thatindividual.

(B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and

other deferred

compensation

(D) Nontaxable

benefits

(E) Total of columns

(B)(i)-(D)(F) Compensation

reported as deferred in

prior Form 990(A) Name and Title (i) Base

compensation

(ii) Bonus & incentive

compensation

(iii) Other

reportable

compensation

(i)

(ii)

(i)

(ii)

(i)

(ii)

(i)

(ii)

(i)

(ii)

(i)

(ii)

(i)

(ii)

(i)

(ii)

(i)

(ii)

(i)

(ii)

(i)

(ii)

(i)

(ii)

(i)

(ii)

(i)

(ii)

(i)

(ii)

(i)

(ii)

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

Schedule J (Form 990) 2012

JSA2E1291 1.000


KEVIN MORIARTY 367,654. 25,000. 16,734. 26,722. 11,047. 447,157. 367,874.CHIEF EXECUTIVE OFFICER 0 0 0 0 0 0 0PEGGY CARY 188,666. 0 0 17,503. 20,599. 226,768. 189,449.CHIEF FINANCIAL OFFICER 0 0 0 0 0 0 0MARIA DEL PILAR OATES 171,277. 0 3,967. 15,795. 9,269. 200,308. 150,619.EXECUTIVE DIRECTOR 0 0 0 0 0 0 0JOSEPH BABB 169,770. 0 2,771. 15,687. 11,233. 199,461. 144,157.EXECUTIVE DIRECTOR 0 0 0 0 0 0 0

KL5721 1184 V 12-7F 60010216 PAGE 114

Schedule J (Form 990) 2012 Page 3

Supplemental Information Part III

Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.Also complete this part for any additional information.

Schedule J (Form 990) 2012

JSA

2E1505 1.000


KL5721 1184 V 12-7F 60010216 PAGE 115

OMB No. 1545-0047SCHEDULE L Transactions With Interested Persons(Form 990 or 990-EZ) I Complete if the organization answered

"Yes" on Form 990, Part IV, line 25a, 25b, 26, 27, 28a, 28b, or 28c,or Form 990-EZ, Part V, line 38a or 40b.

À¾µ¶Department of the TreasuryInternal Revenue Service

Open To Public Inspection I IAttach to Form 990 or Form 990-EZ. See separate instructions.


Excess Benefit Transactions (section 501(c)(3) and section 501(c)(4) organizations only).Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.

Part I

(d) Corrected?(b) Relationship between disqualified personand organization(a) Name of disqualified person1 (c) Description of transaction

Yes No

(1)

(2)

(3)

(4)

(5)

(6)

2

3

Enter the amount of tax incurred by the organization managers or disqualified persons during the year

under section 4958

Enter the amount of tax, if any, on line 2, above, reimbursed by the organizationII

$

$

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m

Loans to and/or From Interested Persons.Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a or Form 990, Part IV, line 26; or if theorganization reported an amount on Form 990, Part X, line 5, 6, or 22.

Part II

(a) Name of interested person (b) Relationship

with organization

(c) Purpose of

loan

(d) Loan to or

from the

organization?

(e) Originalprincipal amount

(f) Balance due (g) In default? (h) Approvedby board orcommittee?

(i) Writtenagreement?

To From Yes No Yes No Yes No

(1)

(2)

(3)

(4)

(5)

(6)

(7)

(8)

(9)

(10)

ITotal $m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mGrants or Assistance Benefiting Interested Persons.Complete if the organization answered "Yes" on Form 990, Part IV, line 27.

Part III

(a) Name of interested person (b) Relationship between interestedperson and the organization

(c) Amount of assistance (d) Type of assistance (e) Purpose of assistance

(1)

(2)

(3)

(4)

(5)

(6)

(7)

(8)

(9)

(10)

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule L (Form 990 or 990-EZ) 2012

JSA

2E1297 1.000


KL5721 1184 V 12-7F 60010216 PAGE 116

Schedule L (Form 990 or 990-EZ) 2012 Page 2

Business Transactions Involving Interested Persons.Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.

Part IV

(a) Name of interested person (b) Relationship betweeninterested person and the

organization

(c) Amount oftransaction

(d) Description of transaction (e) Sharing of

organization's

revenues?

Yes No

(1)

(2)

(3)

(4)

(5)

(6)

(7)

(8)

(9)

(10)

Supplemental InformationComplete this part to provide additional information for responses to questions on Schedule L (see instructions).

Part V

JSA Schedule L (Form 990 or 990-EZ) 20122E1507 1.000


FROST BANK SEE SUPPLEMENTAL SCHEDULE 4,500,000. FROST BANK LINE OF CREDIT X

BUSINESS TRANSACTION INVOLVING INTERESTED PERSONS

SCHEDULE L, PART IV

ROY R CAMPBELL, III WAS A BOARD MEMBER OF METHODIST HEALTHCARE MINISTRIES

AND IS AN EMPLOYEE, OFFICER, AND SHAREHOLDER FOR FROST BANK. LAVONNE

GARRISON IS ALSO A BOARD MEMBER OF METHODIST HEALTHCARE MINISTRIES AND IS

A SENIOR VICE PRESIDENT OF CORPORATE BANKING FOR FROST BANK. DURING 2012

METHODIST HEALTHCARE MINISTRIES DREW ON A LINE OF CREDIT WITH FROST BANK

FOR $4,500,000; HE/SHE WAS NOT DIRECTLY INVOLVED WITH THE LINE OF CREDIT

TRANSACTION. THEY EXCUSED THEMSELVES FROM THE MEETINGS ANYTIME THERE WAS

DISCUSSION ON THE LINE OF CREDIT. FROST BANK ALSO PROVIDED BANKING

SERVICES TO METHODIST HEALTHCARE MINISTRIES DURING 2012. THE $4,500,000

LINE OF CREDIT WAS REPAID IN MAY 2012.

KL5721 1184 V 12-7F 60010216 PAGE 117

Supplemental Information to Form 990 or 990-EZOMB No. 1545-0047SCHEDULE O

(Form 990 or 990-EZ)

Complete to provide information for responses to specific questions onForm 990 or 990-EZ or to provide any additional information.

Attach to Form 990 or 990-EZ.

À¾µ¶ Open to Public Inspection

Department of the TreasuryInternal Revenue Service IName of the organization Employer identification number

For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule O (Form 990 or 990-EZ) (2012)

JSA2E1227 1.000


DESCRIPTION OF OTHER PROGRAM SERVICES

FORM 990, PART III, LINE 4D

OTHER PROGRAM SERVICES OWNED AND OPERATED BY MHM FOR CLIENTS THAT ARE

LEAST SERVED INCLUDE:

- PARENTING PROGRAMS DESIGNED TO INFORM PARENTS OF THE IMPORTANCE OF

EARLY EDUCATION IN THE DEVELOPMENT OF THEIR CHILDREN. PROGRAMS ARE

OFFERED TO YOUNG MOMS, YOUNG DADS, GROWING FAMILIES AND PARENTS OF

CHILDREN WITH SPECIAL NEEDS.

- COUNSELING, CASE MANAGEMENT AND SUPPORT SERVICES ARE PROVIDED BY

LICENSED PROFESSIONALS. A RURAL COMPONENT IS OFFERED THROUGH A

CHURCH-BASED COUNSELING PROGRAM.

- HEALTH AND WELLNESS EDUCATION PROGRAMS ARE OFFERED UNDER THE DIRECTION

OF REGISTERED NURSES AT BOTH CLINIC SITES.

- IN ADDITION TO THE CLINIC SERVICES IDENTIFIED UNDER PROGRAM SERVICE

ACTIVITY #2, COMMUNITY PROGRAMS ARE PROVIDED AT THE WESLEY HEALTH &

WELLNESS CENTER. FAMILY WELLNESS PROGRAMS ARE AVAILABLE FOR CHILDREN AND

YOUTH TO PROMOTE HEALTH AND WELLNESS AND LEARNING SKILLS. ADULT HEALTH

AND WELLNESS PROGRAMS CREATE OPPORTUNITIES FOR SOCIAL INTERACTION,

BUILDING FAMILY UNITY AND EDUCATION THROUGH EXERCISE CLASSES, PARENT AND

FAMILY TRAININGS, SUPPORT GROUPS AND FREE LEGAL ASSISTANCE AS A COMMUNITY

JUSTICE PROGRAM SITE.

DESCRIPTION OF RELATIONSHIPS

FORM 990, PART VI, QUESTION 2

2012 RELATIONSHIPS

KL5721 1184 V 12-7F 60010216 PAGE 118

Schedule O (Form 990 or 990-EZ) 2012 Page 2


Schedule O (Form 990 or 990-EZ) 2012JSA

2E1228 1.000


TWO BOARD MEMBERS, RICHARD T. GILBY AND JAMES A. GARCIA, PARTICIPATE IN A

50/50 PARTNERSHIP RELATED TO CONSTRUCTION AND REAL ESTATE.

DESCRIBE THE PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW 990

FORM 990, PART VI, QUESTION 11B

THE AUDIT COMMITTEE REVIEWS A DRAFT OF THE FORM 990 TAX RETURN AND MAKES

RECOMMENDATION TO THE FULL BOARD. AFTER THIS REVIEW, THE TAX RETURN IS

FORWARDED TO THE FULL BOARD FOR REVIEW AND ACCEPTANCE PRIOR TO FILING.

DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST

FORM 990, PART VI, QUESTION 12C

ARTICLE 7 OF THE BOARD'S BYLAWS REQUIRE A CONFLICTS OF INTEREST POLICY.

THE BOARD ADOPTED A POLICY ON DECEMBER 10, 1997, ARTICLE VI OF WHICH

REQUIRES ANNUAL STATEMENTS. THE POLICY IS ENFORCED AND THE RESULTS ARE

REPORTED ANNUALLY TO THE AUDIT COMMITTEE AND TO THE FULL BOARD OF

DIRECTORS.

OFFICES & POSITIONS FOR WHICH PROCESS WAS USED, & YEAR PROCESS WAS BEGUN

FORM 990, PART VI, QUESTION 15A

PRESIDENT & CEO - INTELLIGENT COMPENSATION, LLC WAS RETAINED TO CONDUCT A

TOTAL COMPENSATION STUDY. THE STUDY WAS RECEIVED BY THE EXECUTIVE

COMMITTEE WHO DETERMINED THE AMOUNT OF COMPENSATION FOR THE PRESIDENT &

CEO. THE RESULTS AND APPROVED COMPENSATION WERE PRESENTED TO PRESIDENT &

CEO BY THE BOARD CHAIR AND THE SENIOR VICE CHAIR ON BEHALF OF THE

EXECUTIVE COMMITTEE.

KL5721 1184 V 12-7F 60010216 PAGE 119




2E1228 1.000


OFFICES & POSITIONS FOR WHICH PROCESS WAS USED, & YEAR PROCESS WAS BEGUN

FORM 990, PART VI, QUESTION 15B

CFO & EXECUTIVE DIRECTORS - INTELLIGENT COMPENSATION, LLC WAS RETAINED TO

CONDUCT A TOTAL COMPENSATION STUDY. THE STUDY WAS RECEIVED BY THE

PRESIDENT & CEO WHO DETERMINED THE AMOUNT OF COMPENSATION FOR THE CFO.

AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMTS TO GEN PUBLIC

FORM 990, PART VI, QUESTION 19

DOCUMENTS ARE CURRENTLY PROVIDED UPON REQUEST. THE FINANCIAL STATEMENTS

AND TAX RETURNS ARE ALSO AVAILABLE THROUGH METHODIST HEALTHCARE

MINISTRIES WEBSITE (UNDER "ANNUAL REPORT").

OTHER CHANGES IN NET ASSETS OR FUND BALANCES

FORM 990, PART XI, LINE 9

WPCC REVENUE - $198,556

WPCC EXPENSES - ($2,866,547)

TAX PARTNERSHIP ON FORM 1065 - ($129,396,114)

PARTNERSHIP EARNINGS ON BOOKS - $97,651,222

UNREALIZED GAINS - $31,562,376

OTHER - $22,515

TOTAL - ($2,827,992)

ATTACHMENT 1FORM 990, PART III, LINE 1 - ORGANIZATION'S MISSION

IN FURTHERANCE OF THE FOUNDERS' VISION OF "SERVING HUMANITY TO HONOR

GOD" METHODIST HEALTHCARE MINISTRIES (MHM) HAS A TWO-FOLD MISSION,

BOTH EQUALLY IMPORTANT. ONE MISSION IS TO IMPROVE THE PHYSICAL,

KL5721 1184 V 12-7F 60010216 PAGE 120




2E1228 1.000


ATTACHMENT 1 (CONT'D)FORM 990, PART III, LINE 1 - ORGANIZATION'S MISSION

MENTAL AND SPIRITUAL HEALTH OF THOSE LEAST SERVED IN THE SOUTHWEST

TEXAS CONFERENCE AREA OF THE UNITED METHODIST CHURCH (SAN ANTONIO AND

SOUTH TEXAS). AS ONE-HALF OWNER OF THE METHODIST HEALTHCARE SYSTEM

(MHS) - THE LARGEST HEALTHCARE SYSTEM IN SOUTH TEXAS - MHM'S MISSION

IS COMMITTED TO ENSURING THAT MHS PROVIDES QUALITY CARE TO ALL AND

THAT CHARITY CARE IS AVAILABLE AND PROVIDED TO THE COMMUNITY AS

NEEDED.

ATTACHMENT 2

990, PART VII- COMPENSATION OF THE FIVE HIGHEST PAID IND. CONTRACTORS

NAME AND ADDRESS DESCRIPTION OF SERVICES COMPENSATION

CARLSON CAPITAL INVESTMENT MANAGER 1,049,432.2100 MCKINNEY AVENUEDALLAS, TX 75201

BBT OVERSEAS CAP INVESTMENT MANAGER 966,955.201 MAIN ST. SUITE 3300FORT WORTH, TX 76102

SOUTHWEST DIAGNOSTICS RADIOLOGY SERVICES 461,684.P.O. BOX 241000SAN ANTONIO, TX 78224

LABORATORY CORPORATION OF AMERICA LAB SERVICES 435,012.P.O. BOX 12140BURLINGTON, NC 27216

ALBERT MASCOLA, MASCOLA ESTHETICS DENTAL LAB SERVICES 302,271.6246 INGRAM ROADSAN ANTONIIO, TX 78238

KL5721 1184 V 12-7F 60010216 PAGE 121

OMB No. 1545-0047SCHEDULE R(Form 990)

Related Organizations and Unrelated PartnershipsÀ¾µ¶

I Complete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.Department of the Treasury

Internal Revenue Service

Open to Public

Inspection I IAttach to Form 990. See separate instructions.


Identification of Disregarded Entities (Complete if the organization answered "Yes" to Form 990, Part IV, line 33.) Part I

(a)

Name, address, and EIN (if applicable) of disregarded entity

(b)

Primary activity

(c)Legal domicile (stateor foreign country)

(d)Total income

(e)End-of-year assets

(f)Direct controlling

entity

(1)

(2)

(3)

(4)

(5)

(6)

Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it hadone or more related tax-exempt organizations during the tax year.)

Part II

(a)

Name, address, and EIN of related organization

(b)

Primary activity

(c)

Legal domicile (state

or foreign country)

(d)

Exempt Code section

(e)

Public charity status

(if section 501(c)(3))

(f)

Direct controlling

entity

(g)Section 512(b)(13)

controlledentity?

Yes No

(1)

(2)

(3)

(4)

(5)

(6)

(7)

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule R (Form 990) 2012

JSA

2E1307 1.000



WESLEY PRIMARY CARE CLINIC 74-27842844507 MEDICAL DRIVE SAN ANTONIO, TX 78229 MEDICAL SVCS TX 501(C)(3) 11-TYPE I MHM XSOUTHWEST TEXAS CONFERENCE OF THE UMC 74-132667216400 HUEBNER ROAD SAN ANTONIO, TX 78248 CHURCH TX 501(C)(3) 1 N/A X

KL5721 1184 V 12-7F 60010216 PAGE 122

Schedule R (Form 990) 2012 Page 2

Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV, line 34because it had one or more related organizations treated as a partnership during the tax year.)

Part III

(a)Name, address, and EIN of

related organization

(b)Primary activity

(c)Legal

domicile(state orforeign

country)

(d)Direct controlling

entity

(e)Predominant

income (related,unrelated,

excluded fromtax under

sections 512-514)

(f)Share of total

income

(g)Share of end-of-

year assets

(h)Disproportionate

allocations?

(i)Code V-UBI

amount in box 20of Schedule K-1

(Form 1065)

(j)General or

managing

partner?

(k)Percentageownership

Yes No Yes No

(1)

(2)

(3)

(4)

(5)

(6)

(7)

Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" to Form 990, Part IV,line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)

Part IV

(a)Name, address, and EIN of related organization

(b)Primary activity

(c)Legal domicile

(state or foreign

country)

(d)Direct controlling

entity

(e)Type of entity

(C corp, S corp, ortrust)

(f)Share of total

income

(g)Share of

end-of-year assets

(h)Percen-

tage

ownership

(i)Section

512(b)(13)controlled

entity?

Yes No

(1)

(2)

(3)

(4)

(5)

(6)

(7)

Schedule R (Form 990) 2012

JSA

2E1308 3.000


METHODIST HEALTHCARE SYSTEM

8109 FREDERICKSBURG, SA, TX HOSPITAL SYSTEM TX N/A RELATED 132,876,738. 457,808,613. X 0 X 50.0000

KL5721 1184 V 12-7F 60010216 PAGE 123


Transactions With Related Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34, 35b, or 36.) Part V

Yes NoNote. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

1 During the tax year, did the organization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity

Gift, grant, or capital contribution to related organization(s)

Gift, grant, or capital contribution from related organization(s)

Loans or loan guarantees to or for related organization(s)

Loans or loan guarantees by related organization(s)

Dividends from related organization(s)

Sale of assets to related organization(s)

Purchase of assets from related organization(s)

Exchange of assets with related organization(s)

Lease of facilities, equipment, or other assets to related organization(s)

Lease of facilities, equipment, or other assets from related organization(s)

Performance of services or membership or fundraising solicitations for related organization(s)

Performance of services or membership or fundraising solicitations by related organization(s)

Sharing of facilities, equipment, mailing lists, or other assets with related organization(s)

Sharing of paid employees with related organization(s)

Reimbursement paid to related organization(s) for expenses

Reimbursement paid by related organization(s) for expenses

Other transfer of cash or property to related organization(s)

Other transfer of cash or property from related organization(s)

a

b

c

d

e

f

g

h

i

j

k

l

m

n

o

p

q

r

s

1a

1b

1c

1d

1e

1f

1g

1h

1i

1j

1k

1l

1m

1n

1o

1p

1q

1r

1s

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m2 If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a)Name of other organization

(b)Transaction

type (a-s)

(c)Amount involved

(d)Method of determining

amount involved

(1)

(2)

(3)

(4)

(5)

(6)

Schedule R (Form 990) 2012JSA

2E1309 1.000


XX

XXX

XXXX

XXXXX

XX

XX

WESLEY PRIMARY CARE CLINIC R 2,645,416. FMV

SOUTHWEST TEXAS CONFERENCE OF THE UMC B 373,062. FMV

METHODIST HEALTHCARE SYSTEM OF SAN ANTONIO S 93,500,000. FMV

KL5721 1184 V 12-7F 60010216 PAGE 124


Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.) Part VI

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assetsor gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(b)

Primary activity

(a)

Name, address, and EIN of entity

(h)

Disproportionate

allocations?

(e)Are all partners

section501(c)(3)

organizations?

(c)

Legal domicile

(state or foreign

country)

(f)

Share of

total income

(g)

Share of

end-of-year

assets

(i)

Code V-UBI

amount in box 20

of Schedule K-1

(Form 1065)

(j)General ormanagingpartner?

(k)Percentageownership

(d)

Predominant

income (related,

unrelated, excluded

from tax under

section 512-514) Yes No Yes No Yes No

(1)

(2)

(3)

(4)

(5)

(6)

(7)

(8)

(9)

(10)

(11)

(12)

(13)

(14)

(15)

(16)


JSA

2E1310 1.000


KL5721 1184 V 12-7F 60010216 PAGE 125


Supplemental InformationComplete this part to provide additional information for responses to questions on Schedule R (seeinstructions).

Part VII


2E1510 1.000


KL5721 1184 V 12-7F 60010216 PAGE 126

Documents

Return of Organization Exempt From Income Tax À¾µ¶ Form ... PD... · Ot h erpogam sv i c(D b nS dul .) (Expenses $ includIing grants of $ ) (Revenue $ ) 4eTotal program service