SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2020
Open to Public Inspection
Name of the organization
Covenant Health
 
Employer identification number

62-1646734
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity
(1) Covenant Ventures LLC
1420 Centerpoint Blvd Bldg C
Knoxville,TN379321960
30-0913192 		Develop healthcare software TN 0 0 Covenant Health
 










Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(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) controlled entity?
Yes No
(1)Claiborne Medical Center
1420 Centerpoint Blvd Bldg C

Knoxville,TN379321960
46-4420358 		Acute care hospital TN 501(c)(3) Line 3 Covenant Health
 
Yes
 
(2)Covenant HomeCare
1420 Centerpoint Blvd Bldg C

Knoxville,TN379321960
62-1623114 		Home health services TN 501(c)(3) Line 10 Covenant Health
 
Yes
 
(3)Cumberland Medical Center
1420 Centerpoint Blvd Bldg C

Knoxville,TN379321960
62-0790132 		Acute care hospital TN 501(c)(3) Line 3 Covenant Health
 
Yes
 
(4)Fort Loudoun Medical Center
1420 Centerpoint Blvd Bldg C

Knoxville,TN379321960
62-1373691 		Acute care hospital TN 501(c)(3) Line 3 Covenant Health
 
Yes
 
(5)Fort Sanders Regional Medical Center
1420 Centerpoint Blvd Bldg C

Knoxville,TN379321960
62-0528340 		Acute care hospital TN 501(c)(3) Line 3 Covenant Health
 
Yes
 
(6)Fort Sanders Foundation
1420 Centerpoint Blvd Bldg C

Knoxville,TN379321960
62-1748601 		Fundraising and patient outreach TN 501(c)(3) Line 12b, II Covenant Health
 
Yes
 
(7)Fort Sanders Perinatal Center
1420 Centerpoint Blvd Bldg C

Knoxville,TN379321960
04-3760551 		High risk obstetrical services TN 501(c)(3) Line 3 Fort Sanders Regional Medical Center
 
Yes
 
(8)LeConte Medical Center
1420 Centerpoint Blvd Bldg C

Knoxville,TN379321960
62-1114867 		Acute care hospital TN 501(c)(3) Line 3 Covenant Health
 
Yes
 
(9)Methodist Medical Center
1420 Centerpoint Blvd Bldg C

Knoxville,TN379321960
62-0636239 		Acute care hospital TN 501(c)(3) Line 3 Covenant Health
 
Yes
 
(10)Morristown-Hamblen Hospital Association
1420 Centerpoint Blvd Bldg C

Knoxville,TN379321960
62-0545814 		Acute care hospital TN 501(c)(3) Line 3 Covenant Health
 
Yes
 
(11)Parkwest Medical Center
1420 Centerpoint Blvd Bldg C

Knoxville,TN379321960
58-1897274 		Acute care hospital and behavioral health services TN 501(c)(3) Line 3 Covenant Health
 
Yes
 
(12)Roane County Medical Center
1420 Centerpoint Blvd Bldg C

Knoxville,TN379321960
68-0673354 		Acute care hospital TN 501(c)(3) Line 3 Covenant Health
 
Yes
 
(13)Thompson Cancer Survival Center
1420 Centerpoint Blvd Bldg C

Knoxville,TN379321960
62-1250943 		Cancer support center TN 501(c)(3) Line 3 Covenant Health
 
Yes
 
(14)Thompson Oncology Group
1420 Centerpoint Blvd Bldg C

Knoxville,TN379321960
62-1619239 		Oncology services TN 501(c)(3) Line 3 Thompson Cancer Survival Center
 
Yes
 
(15)Thompson Cancer Survival Center Foundation
1420 Centerpoint Blvd Bldg C

Knoxville,TN379321960
58-2130450 		Fundraising and patient outreach TN 501(c)(3) Line 12b, II Covenant Health
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2020
Page 2
Schedule R (Form 990) 2020
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) Fort Sanders West Associates

280 Fort Sanders West Blvd Ste 214
Knoxville,TN37922
62-1384171 		Building ownership TN Fortress Corp
  		Related -31,953 603,542   No   Yes   87.540 %
(2) Smith & Hammaker Enterprises LLC

550 Fort Summit Way
Knoxville,TN37915
27-0122252 		Rental real estate TN Fortress Corp
  		Related -2,988,555 21,913,284   No   Yes   75.000 %










Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(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,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) Fortress Corporation

1420 Centerpoint Blvd Bldg C
Knoxville,TN379321960
62-1308885 		Management company TN Covenant Health
  		C 16,444,336 71,905,644 100.000 % Yes  
(2) Covenant Medical Group Inc

1420 Centerpoint Blvd Bldg C
Knoxville,TN379321960
62-1282917 		Physician practice management TN Fortress Corp
  		C 153,256,193 45,461,749 100.000 % Yes  
(3) Knoxville Heart Group

1420 Centerpoint Blvd Bldg C
Knoxville,TN379321960
27-1528941 		Cardiology medical practice TN Covenant Medical Group
  		C 10,688,999 8,523,205 100.000 % Yes  
(4) East TN Cardiovascular Surgery Group Inc

1420 Centerpoint Blvd Bldg C
Knoxville,TN379321960
62-1018541 		Cardiovascular surgical practice TN Covenant Medical Group
  		C 9,941,128 8,583,834 100.000 % Yes  
(5) VortexT Analytics Inc

1420 Centerpoint Blvd Bldg C
Knoxville,TN379321960
47-5296949 		Computer programming services TN Fortress Corp
  		C 25,414 42,322 51.870 % Yes  
(6) SH Data Centers LLC

550 Fort Summit Way
Knoxville,TN37915
81-4563094 		Data storage TN Fortress Corp
  		C 462,633 1,199,859 51.000 % Yes  


Schedule R (Form 990) 2020
Page 3
Schedule R (Form 990) 2020
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
Yes
 
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
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 related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) Fort Sanders Regional Medical Center

 L 29,692,866 FMV
(2) Fort Sanders Regional Medical Center

 O 57,337 FMV
(3) Fort Sanders Regional Medical Center

 P 15,246,722 Cost
(4) Fort Sanders Regional Medical Center

 Q 201,105,279 Cost
(5) Fort Sanders Regional Medical Center

 S 160,255,507 Cash
(6) Parkwest Medical Center

 L 33,228,991 FMV
(7) Parkwest Medical Center

 O 70,657 FMV
(8) Parkwest Medical Center

 P 20,770,850 Cost
(9) Parkwest Medical Center

 Q 198,540,663 Cost
(10) Parkwest Medical Center

 S 242,780,955 Cash
(11) Cumberland Medical Center

 L 4,124,207 FMV
(12) Cumberland Medical Center

 O 615,035 FMV
(13) Cumberland Medical Center

 P 212,323 Cost
(14) Cumberland Medical Center

 Q 10,871,641 Cost
(15) Cumberland Medical Center

 S 14,102,972 Cash
(16) Methodist Medical Center

 L 17,257,163 FMV
(17) Methodist Medical Center

 O 70,702 FMV
(18) Methodist Medical Center

 P 10,018,747 Cost
(19) Methodist Medical Center

 Q 78,565,021 Cost
(20) Methodist Medical Center

 S 89,795,130 Cash
(21) Morristown-Hamblen Hospital Association

 L 10,695,633 FMV
(22) Morristown-Hamblen Hospital Association

 O 59,321 FMV
(23) Morristown-Hamblen Hospital Association

 P 5,452,722 Cost
(24) Morristown-Hamblen Hospital Association

 Q 61,303,972 Cost
(25) Morristown-Hamblen Hospital Association

 S 82,554,734 Cash
(26) LeConte Medical Center

 L 10,925,120 FMV
(27) LeConte Medical Center

 P 5,508,518 Cost
(28) LeConte Medical Center

 Q 70,942,926 Cost
(29) LeConte Medical Center

 S 97,600,666 Cash
(30) Roane Medical Center

 L 4,300,055 FMV
(31) Roane Medical Center

 O 51,076 FMV
(32) Roane Medical Center

 P 2,143,456 Cost
(33) Roane Medical Center

 Q 30,067,699 Cost
(34) Roane Medical Center

 S 39,883,692 Cash
(35) Fort Loudoun Medical Center

 L 4,036,529 FMV
(36) Fort Loudoun Medical Center

 P 2,028,034 Cost
(37) Fort Loudoun Medical Center

 Q 19,908,246 Cost
(38) Fort Loudoun Medical Center

 S 24,922,098 Cash
(39) Claiborne Medical Center

 L 1,921,776 FMV
(40) Claiborne Medical Center

 O 316,756 FMV
(41) Claiborne Medical Center

 P 1,062,751 Cost
(42) Claiborne Medical Center

 Q 16,128,245 Cost
(43) Claiborne Medical Center

 S 15,582,569 Cash
(44) Thompson Cancer Survival Center

 L 1,541,748 FMV
(45) Thompson Cancer Survival Center

 Q 3,541,364 Cost
(46) Thompson Cancer Survival Center

 S 952,532 Cash
(47) Thompson Oncology Group

 Q 950,849 Cost
(48) Thompson Oncology Group

 S 984,585 Cash
(49) Covenant HomeCare

 K 76,726 FMV
(50) Covenant HomeCare

 L 925,152 FMV
(51) Covenant HomeCare

 Q 14,532,236 Cost
(52) Covenant HomeCare

 S 16,192,240 Cash
(53) Fort Sanders Perinatal Center

 Q 12,196,748 Cost
(54) Fort Sanders Perinatal Center

 S 12,618,394 Cash
(55) East TN Cardiovascular Surgical Group

 Q 6,207,104 Cost
(56) Fortress Corporation

 B 10,000,000 Cash
(57) Fortress Corporation

 K 479,653 FMV
(58) Fortress Corporation

 L 1,051,836 FMV
(59) Fortress Corporation

 P 51,024 Cost
(60) Fortress Corporation

 Q 1,584,605 Cost
(61) Covenant Medical Group

 A 232,128 FMV
(62) Covenant Medical Group

 C 10,000,000 Cash
(63) Covenant Medical Group

 L 11,807,677 FMV
(64) Covenant Medical Group

 P 115,722 Cost
(65) Covenant Medical Group

 Q 89,052,345 Cost
(66) Fort Sanders Foundation

 O 540,040 FMV
(67) Fort Sanders Foundation

 R 506,882 Cash
Schedule R (Form 990) 2020
Page 4
Schedule R (Form 990) 2020
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
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 assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2020
Page 5
Schedule R (Form 990) 2020
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2020

Additional Data


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