2023-10-31T15:46:32-05:00 2022-12-31 346565596 ERNST & YOUNG US LLP 2005 MARKET ST STE 700 PHILADELPHIA PA 19103 990 2022-01-01 840425720 ST MARY'S HOSPITAL & MEDICAL CENTER INC STMA 8018427851 2635 N 7TH STREET GRAND JUNCTION CO 81501 ASHLEY THUROW VP FINANCE 8018427851 2023-10-31 0 ASHLEY THUROW 999009999 0 LAUREN E BENNETT P01787029 2154485000 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BRYAN JOHNSON 2635 N 7TH STREET GRAND JUNCTION CO 81501 494473116 0 0928 X SEE SCHEDULE "O" FOR WEBSITE ADDRESS X 1975 CO WE REVEAL AND FOSTER GOD'S HEALING LOVE BY IMPROVING THE HEALTH OFTHE PEOPLE AND COMMUNITIES WE SERVE, ESPECIALLY THOSE WHO ARE POORAND VULNERABLE. 13 10 2581 551 4510870 1420701 8463527 6427799 446807871 460204024 19003556 19808470 3945649 4614316 478220603 491054609 19911152 19247107 0 0 154845210 165655747 0 0 0 268779660 307826769 443536022 492729623 34684581 -1675014 889766422 900597639 69227542 33964484 820538880 866633155 X WE REVEAL AND FOSTER GOD'S HEALING LOVE BY IMPROVING THE HEALTH OFTHE PEOPLE AND COMMUNITIES WE SERVE, ESPECIALLY THOSE WHO ARE POORAND VULNERABLE. 0 0 421309819 19247107 463243471 ST. MARY'S HOSPITAL & MEDICAL CENTER, INC., (SMMC) IN GRAND JUNCTION, CO., IS THE LARGEST MEDICAL CENTER BETWEEN DENVER AND SALT LAKE CITY AND IS COMMITTED TO PUTTING PEOPLE FIRST. SERVING THE HEALTHCARE NEEDS OF WESTERN COLORADO AND EASTERN UTAH FOR OVER 120 YEARS, SMMC IS A FAITH-BASED, NON-PROFIT PROVIDER AND IS PART OF LEGACY SCL HEALTH, WHO MERGED WITH INTERMOUNTAIN HEALTH IN 2022. FOUNDED IN 1896 BY THE SISTERS OF CHARITY OF LEAVENWORTH, SMMC HAS A RICH HISTORY OF SERVING THE MANY NEEDS OF ITS COMMUNITY, FROM ADVANCED MEDICAL CARE TO CHARITABLE GIVING.AS SMMC CELEBRATED ITS 100TH ANNIVERSARY IN 1996, ITS LEADERSRECOMMITTED TO THE RENOWNED STATEMENT OF MOTHER XAVIER ROSS, FOUNDER OF THE SISTERS OF CHARITY OF LEAVENWORTH. IN ALL ST. MARY'S ACTIONS, WE WILL: "... LOOK FORWARD TO THE GOOD THAT IS YET TO BE."THROUGHOUT OUR HISTORY, THE GENEROSITY OF WESTERN COLORADANS HASENABLED SMMC TO GROW TO MEET HEALTHCARE NEEDS. CONTRIBUTIONS OF LAND, FUNDS, TIME, AND TALENT ALLOWED US TO KEEP PACE WITH AN EXPANDING POPULATION AND MEDICAL ADVANCES.SMMC IS A FULL-SERVICE HOSPITAL PROVIDING QUALITY HEALTHCARE TOPATIENTS REGARDLESS OF THEIR ABILITY TO PAY. AS THE LARGEST HEALTHCARE FACILITY IN A 250-MILE RADIUS, SMMC PROVIDES MANY ADVANCED HEALTHCARE SERVICES NOT OFFERED BY ANY OTHER FACILITIES IN WESTERN COLORADO AND EASTERN UTAH. SMMC IS LICENSED FOR 346 BEDS.SMMC OPERATES THE ONLY LEVEL II TRAUMA CENTER BETWEEN DENVER, CO AND SALT LAKE CITY, UT. WITH A 24-7 EMERGENCY DEPARTMENT STAFFED WITH EXPERIENCED EMERGENCY MEDICINE, TRAINED PHYSICIANS AND NURSES, TRAUMA AND NEUROSURGEONS ALWAYS AVAILABLE, AND AIR MEDICAL TRANSPORT SERVICES. SMMC CARES FOR SERIOUSLY ILL AND INJURED PATIENTS. THE TRANSPORT HELICOPTER ALSO ASSISTS IN RESCUE OR EVACUATION EFFORTS.ST. MARY'S HOSPITAL & MEDICAL CENTER, INC. IS RELATED TO SCL HEALTH MEDICAL GROUP - GRAND JUNCTION, LLC, A SINGLE MEMBER LIMITED LIABILITY COMPANY OWNED BY A RELATED ORGANIZATION, SCL HEALTH - FRONT RANGE, INC. SCL HEALTH MEDICAL GROUP - GRAND JUNCTION, LLC IS A GROUP OF PHYSICIAN CLINICS THAT PROVIDE PROFESSIONAL SERVICES TO THE ST. MARY'S HOSPITAL COMMUNITY AND SUPPORTS THE MISSION OF ST. MARY'S HOSPITAL.ALTHOUGH SCL HEALTH MEDICAL GROUP - GRAND JUNCTION, LLC IS NOT OWNED DIRECTLY BY ST. MARY'S HOSPITAL & MEDICAL CENTER, INC., ST. MARY'S HOSPITAL & MEDICAL CENTER, INC. IS REQUIRED TO FUND ALL OPERATING LOSSES OF SCL HEALTH MEDICAL GROUP - GRAND JUNCTION, LLC THROUGH EQUITY TRANSFERS TO SCL HEALTH - FRONT RANGE, INC. IN 2022, THE HOSPITAL PROVIDED $43,073,280 IN SUPPORT OF THE LOSSES OF THE PHYSICIAN CLINICS.ON APRIL 1, 2022, SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. AFFLIATED WITH INTERMOUNTAIN HEALTH CARE, INC., CREATING A MODEL HEALTH SYSTEM THAT PROVIDES HIGH-QUALITY, ACCESSIBLE, AND AFFORDABLE HEALTHCARE TO COMMUNITIES IN UTAH, IDAHO, NEVADA, COLORADO, MONTANA, WYOMING, AND KANSAS. THE ORGANIZATION EMPLOYS NEARLY 60,000 CAREGIVERS, OPERATES 33 HOSPITALS (INCLUDING ONE VIRTUAL HOSPITAL), AND RUNS HUNDREDS OF CLINICS, WHILE PROVIDING HEALTH INSURANCE TO OVER ONE MILLION PEOPLE IN UTAH, IDAHO AND NEVADA.AS PART OF INTERMOUNTAIN HEALTH (INTEGRATED HEALTH SYSTEM), ST. MARY'S HOSPITAL & MEDICAL CENTER, INC. HAS DIRECT ACCESS TO BEST PRACTICES, RESOURCES, TECHNOLOGY, TALENT AND STRATEGIC CAPITAL.ST. MARY'S HOSPITAL & MEDICAL CENTER, INC. HAS A VARIETY OF PROGRAMS AND SERVICES TO SERVE THE COMMUNITY INCLUDING BUT NOT LIMITED TO:- CANCER CARE - CARDIAC AND VASCULAR SERVICES- EMERGENCY AND TRAUMA SERVICES (LEVEL II TRAUMA CENTER)- FAMILY MEDICINE- LABOR AND DELIVERY (LEVEL III NEONATAL INTENSIVE CARE UNIT)- ORTHOPEDICS- PALLIATIVE CARE- RADIOLOGY, IMAGING AND ANCILLARY SERVICES- SPORTS MEDICINE- SURGERY CENTER- WOMEN'S HEALTHDURING 2022, THE FOLLOWING STATISTICAL DATA WAS GATHERED:ADMISSIONS 11,823OUTPATIENT VISITS 235,286EMERGENCY ROOM VISITS 40,944BIRTHS 1,212SURGERIES 8,030LAB TESTS 992,375MISSION, VISION & VALUES MISSION:WE REVEAL AND FOSTER GOD'S HEALING LOVE BY IMPROVING THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE, ESPECIALLY THOSE WHO ARE POOR AND VULNERABLE.VISION:INSPIRED BY OUR FAITH, WE WILL PARTNER WITH OUR PATIENTS ANDCOMMUNITIES TO EXCEED THEIR EXPECTATIONS FOR HEALTH.VALUES:CARING SPIRIT - WE HONOR THE SACRED DIGNITY OF EACH PERSON.EXCELLENCE - WE SET AND SURPASS HIGH STANDARDS.GOOD HUMOR - WE CREATE JOYFUL AND WELCOMING ENVIRONMENTS.INTEGRITY - WE DO THE RIGHT THING WITH OPENNESS AND PRIDE.SAFETY - WE DELIVER CARE THAT SEEKS TO ELIMINATE ALL HARM FOR PATIENTS AND ASSOCIATES.STEWARDSHIP - WE ARE ACCOUNTABLE FOR THE RESOURCES ENTRUSTED TO US.AWARDS AND RECOGNITIONST. MARY'S HOSPITAL & MEDICAL CENTER, INC. EARNED A 4-STAR RATING WHEN IT COMES TO PATIENT EXPERIENCE AS REPORTED BY CENTERS FOR MEDICARE & MEDICAID SERVICES (CMS).ST. MARY'S HOSPITAL & MEDICAL CENTER, INC. RECEIVED THE CHEST PAIN MI REGISTRY AWARD IN 2022 FROM THE AMERICAN COLLEGE OF CARDIOLOGY WHICH RECOGNIZES HOSPITALS THAT HAVE TOP-LEVEL PERFORMANCE IN THEIR CARE OF PATIENTS WHILE ADHERING TO THEIR SPECIFIC GUIDELINE RECOMMENDATIONS.ST. MARY'S HOSPITAL & MEDICAL CENTER, INC. RECEIVED AN 'A' GRADE IN SPRING 2022 FROM THE LEAPFROG GROUP FOR HOSPITAL SAFETY. THE LEAPFROG GROUP IS A WASHINGTON D.C. BASED ORGANIZATION AIMING TO IMPROVE HEALTHCARE QUALITY AND SAFETY FOR CONSUMERS AND PURCHASERS. THE LEAPFROG GROUP ASSIGNS LETTER GRADES BASED ON NUMEROUS HEALTH CARE QUALITY MEASURES.ST. MARY'S HOSPITAL & MEDICAL CENTER, INC. RECEIVED ACCREDITATION FROM THE PRESTIGIOUS MAGNET RECOGNITION PROGRAM IN JANUARY 2022. MAGNET ACCREDITATION IS THE NATION'S TOP HONOR FOR NURSING EXCELLENCE, QUALITY PATIENT CARE, AND INNOVATIONS IN PRACTICE. ONLY 9.4% OF U.S. HOSPITALS HAVE ACHIEVED THIS DESIGNATION.THE AMERICAN HEART ASSOCIATION AND AMERICAN STROKE ASSOCIATION RECOGNIZED ST. MARY'S HOSPITAL & MEDICAL CENTER, INC. WITH GOLD PLUS QUALITY ACHIEVEMENT AWARD IN 2022 FOR ITS CONTINUED SUCCESS FOLLOWING GUIDELINES TO SPEED RECOVERY AND REDUCE DEATH AND DISABILITY FOR STROKE PATIENTS. 421309819 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 0 0 0 1 1 0 0 0 0 0 0 1 1 1 0 0 1 X 0 0 2581 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 10 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 1 0 X COLIN QUINCY 8014423491 36 SOUTH STATE STREET SUITE 1600 SALT LAKE CITY UT 84111 X TOM BENTON SECRETARY 3.00 0.00 X 76 0 0 LOGAN MCDANELD MD DIRECTOR 1.00 50.00 X 76 461321 46102 MARK GRIFFIN MD VICE CHAIR 3.00 0.00 X X 76 0 0 BRYAN JOHNSON PRESIDENT 50.00 7.00 X X 0 635785 207161 BRIAN HILL DIRECTOR 7/1-12/31/22 1.00 0.00 X 76 0 0 JEFF KUHR DIRECTOR 1.00 0.00 X 76 0 0 TADD FERGUSON DIRECTOR 1.00 0.00 X 76 0 0 DIANA SIRKO DIRECTOR 1/1-6/30/22 1.00 0.00 X 76 0 0 MARTI STUDE DIRECTOR 1.00 0.00 X 450 0 0 JEFF TAETS DIRECTOR 1.00 0.00 X 76 0 0 VANCE WAGNER CHAIR 3.00 0.00 X X 450 0 0 JOE CARLSON DIRECTOR 1.00 0.00 X 76 0 0 CHRISTIAN REECE DIRECTOR 1.00 0.00 X 76 0 0 LENNA WATSON RN CARE MGR PRN 6.00 0.00 X 14482 0 890 TERRI CHINN VP FINANCE SMG 50.00 1.00 X 0 409204 105357 ELIZABETH BUISKER MEDICAL DIR 50.00 0.00 X 0 367861 131147 ANDREW JONES MD VP CMO SMGJ 1/1-3/4/22 50.00 0.00 X 0 451646 77056 SHAWN DUFFORD MD INTERIM VP, CMO SMGJ 3/4-4/15/22 25.00 27.00 X 0 1250773 108966 MICHELE ARNOLD VP CMO SMGJ 8/31-12/31/22 50.00 0.00 X 0 411816 31993 DANIEL PRINSTER VP STRATEGY & BUS DEVELOPMENT SMG 50.00 0.00 X 0 344007 111915 MICHELLE SHIAO VP CHIEF NURSING OFFICER SMGJ 25.00 25.00 X 0 283919 94815 CHRISTOPHER UPTON MD PHYSICIAN FAMILY MEDICINE 50.00 0.00 X 269403 0 35505 RYAN JACKMAN MD PHYSICIAN FAMILY MEDICINE 50.00 0.00 X 263932 0 46520 LEE SYPHUS MD VP MEDICAL GROUP WESTERN CO 50.00 0.00 X 0 310785 109648 STEPHANIE VOYLES MD PHYSICIAN FAMILY MEDICINE 50.00 0.00 X 277011 0 42789 GEORGE SCOTT MD MEDICAL DIR SYS LABORATORY FLOAT 50.00 0.00 X 0 311811 46256 JUDITH WHITE HOUSE FORMER KEY EMPLOYEE 0.00 50.00 X 0 125694 6987 826488 5364622 1203107 364 1 1 0 0 4438027 1989772 6427799 PATIENT REVENUE 621110 452467044 448895929 3571115 IMAGING SERVICES 621500 5461040 5461040 AIR MEDICAL TRANSPORT 621910 1317737 1317737 CANCER CARE SERVICES 621400 864464 864464 OUTPATIENT SURGERY SER 621990 73231 73231 20508 20813 -305 460204024 18106940 18106940 2487414 974415 2338947 272971 148467 701444 849911 186971 662940 2353119 651589 1701530 1701530 1701530 126869 155000 -28131 -28131 MANAGEMENT SERVICES 561000 1868623 1232124 636499 CAFETERIA SALES 722514 1659505 1659505 IMAGE STORAGE 518210 264408 147818 116590 3792536 491054609 459672661 4510870 20443279 19147642 19147642 99465 99465 4715828 4641397 74431 129065840 127028051 2037789 4954150 4869460 84690 17326600 17082207 244393 9593329 9446283 147046 250 250 5601 5601 49219656 47183948 2035708 2675238 48734 2626504 1176640 1104114 72526 35455184 4038799 31416385 5394580 4859549 535031 320465 267387 53078 214092 205773 8319 8471 8471 23227312 23227312 2943027 2943027 MEDICAL SUPPLIES 95905788 95905788 MEDICAID PROVIDER TAXES 32002875 32002875 BILLING & COLLECTION - 12824506 12824506 FEDERAL INCOME TAXES 567438 567438 45885646 26631849 19253797 492729623 421309819 71419804 0 8251 8250 2801060 2948183 64641512 71690825 200554 101438 10386477 10472092 2689138 1082852 406569230 16195605 338681054 390373625 7598375 9568215 462760001 414352159 889766422 900597639 66878519 32215867 2349023 1748617 69227542 33964484 X 820538880 866633155 820538880 866633155 889766422 900597639 X -1675014 47769289 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 5601 5601 0 PART II-B, LINE 1: THE LOBBYING EXPENDITURES REPRESENT PORTIONS OF VARIOUS MEMBERSHIP DUES THAT ARE DESIGNATED AS LOBBYING EXPENSES BY THOSE ORGANIZATIONS IN WHICH ST. MARY'S HOSPITAL & MEDICAL CENTER, INC. IS A MEMBER. 18258279 3651938 -1788101 4018580 16103536 17128359 3258508 1437882 3566470 18258279 16284424 3108968 1375860 3640893 17128359 14686783 1994367 1646149 2042875 16284424 6322745 10716826 -388808 1963980 14686783 0.00000 0.60400 0.39600 0 1 1 6730158 6730158 326238693 6691391 319547302 4722914 369145 4353769 61730445 9135069 52595376 7147020 7147020 390373625 INTERCOMPANY RECEIVABLES 412800286 OTHER RECEIVABLES 1326540 OTHER LT ASSETS - ROU ASSETS 85442 OTHER LT ASSETS - GOODWILL 139891 414352159 ACCRUED LIABILITY - FINANCING LEASE 155943 ACCRUED LIABILITY - OPERATING LEASE 86174 DEPOSITS 6500 ACCRUED LIABILITY - PLEDGE 1500000 1748617 PART V, LINE 4 ENDOWMENT FUNDS ARE HELD BY ST. MARY'S HOSPITAL FOUNDATION FOR THE BENEFIT OF ST. MARY'S HOSPITAL AND MEDICAL CENTER, INC. THE FOUNDATION'S TEMPORARY ENDOWMENT FUNDS AND EARNINGS FROM THE PERMANENT ENDOWMENT FUNDS SUPPORT THE ST. MARY'S HOSPITAL IN AREAS INCLUDING ASSOCIATE EDUCATION, GREATEST NEED, MOM/BABY & PEDIATRICS, PATIENT EXPERIENCE, RESPIRATORY, AND OTHER SERVICES AND PROGRAMS. 1 1 X 1 X 250.000000000000 1 X 1 1 1 0 1 1 6801145 6801145 0.01410 127683048 90623905 37059143 0.07670 1088188 433030 655158 0.00140 135572381 91056935 44515446 0.09220 214014 214014 0.00040 14451707 2957240 11494467 0.02380 28132147 20929327 7202820 0.01490 18845463 18845463 0.03900 61643331 23886567 37756764 0.07810 197215712 114943502 82272210 0.17030 1 9289062 155063241 186279689 -31216448 X 1 1 1 PAVILION IMAGING LLC RADIOLOGY SERVICES 0.75000 0.00000 0.25000 2 GRAND VALLEY SURGERY CENTER LLC OUTPATIENT SURGERY 0.44080 0.00000 0.55920 3 SAN JUAN CANCER CENTER LLC OUTPATIENT SURGERY 0.33330 0.00000 0.33330 4 MONUMENT HEALTH LLC CLINICALLY INTEGRATED NETWORK 0.82000 0.00000 0.18000 1 1 ST MARY'S HOSPITAL & MEDICAL CENTER INC 2635 N 7TH STREET GRAND JUNCTION CO 81502 WWW.SCLHEALTH.ORG/LOCATIONS/ STATE LICENSE #011160 X X X ST MARY'S HOSPITAL & MEDICAL CENTERINC 0 0 1 X X X X X X X X X 21 1 1 1 1 X SEE PART V, SECTION C X SEE PART V, SECTION C X 1 22 1 SEE PART V, SECTION C 0 1 X 250.000000000000 400.000000000000 X X 1 1 X X X X 1 X SEE PART V, SECTION C X SEE PART V, SECTION C X SEE PART V, SECTION C X X X X X X 1 X 0 X X X X 1 X 0 0 ST. MARY'S HOSPITAL & MEDICAL CENTER,INC. PART V, SECTION B, LINE 5: IN CONDUCTING OUR 2021 COMMUNITY HEALTH NEEDS ASSESSMENT, PRIMARY DATA WAS COLLECTED THROUGH A SOCIAL CAPITAL SURVEY ADMINISTERED IN 2020 WHICH WAS COMPLETED BY MORE THAN 1,500 RESIDENTS. THE ASSESSMENT WAS LED BY THE MESA COUNTY PUBLIC HEALTH DEPARTMENT IN COLLABORATION WITH LOCAL NON-PROFIT HOSPITALS: COLORADO CANYONS HOSPITAL AND MEDICAL CENTER; COMMUNITY HOSPITAL; ST. MARY'S MEDICAL CENTER; VA HOSPITAL; AND WEST SPRINGS HOSPITAL, INC. IN MESA COUNTY, WE TAKE A COLLABORATIVE APPROACH TO OUR COMMUNITY HEALTH NEEDS ASSESSMENT. THE LOCAL PUBLIC HEALTH AGENCY, MESA COUNTY PUBLIC HEALTH, LEADS THE ASSESSMENT PROCESS IN PARTNERSHIP AND COLLABORATION WITH OUR LOCAL HOSPITALS. WE CONDUCT OUR ASSESSMENT EVERY THREE YEARS, WITH THE MOST RECENT ASSESSMENT COMPLETED IN APRIL 2021. WE TOOK INTO ACCOUNT INPUT FROM PERSONS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITY SERVED BY OUR HOSPITAL FACILITIES. WE CONSULTED WITH STAKEHOLDERS, COMMUNITY MEMBERS, AND PARTNERS WITH EXPERTISE AND EXPERIENCE IN EACH OF OUR FIVE FOCUS AREAS (BASED ON THE SOCIAL DETERMINANTS OF HEALTH) - ECONOMIC STABILITY, EDUCATION, HEALTH CARE AND ACCESS, NEIGHBORHOOD AND BUILT ENVIRONMENT, AND SOCIAL AND COMMUNITY CONTEXT. OUR DATA ANALYSIS PAIRED BOTH QUANTITATIVE AND QUALITATIVE DATA FOR A MORE COMPLETE PICTURE OF KEY TOPICS. THE ASSESSMENT ALSO INCLUDED DATA COLLECTED FROM COMMUNITY SURVEYS: LOCAL MENTAL HEALTH COMMUNITY ASSESSMENT SURVEY, WHICH WAS CONDUCTED IN 2020 AND HAD MORE THAN 850 RESPONSES. ST. MARY'S HOSPITAL & MEDICAL CENTER,INC. PART V, SECTION B, LINE 6A: THE 2021 CHNA WAS CONDUCTED IN COLLABORATION WITH COLORADO CANYONS HOSPITAL AND MEDICAL CENTER (FRUITA); COMMUNITY HOSPITAL (GRAND JUNCTION); VA HOSPITAL (GRAND JUNCTION); AND WEST SPRINGS HOSPITAL, INC. (GRAND JUNCTION). ST. MARY'S HOSPITAL & MEDICAL CENTER,INC. PART V, SECTION B, LINE 6B: THE 2021 CHNA WAS CONDUCTED IN COLLABORATION WITH THE MESA COUNTY PUBLIC HEALTH DEPARTMENT.ST. MARY'S HOSPITAL & MEDICAL CENTER, INC.:FORM 990,SECTION B, LINE 7A:HOSPITAL FACILTY'S WEBSITE:HTTPS://WWW.SCLHEALTH.ORG/LOCATIONS/ST-MARYS-MEDICAL-CENTER/ABOUT/COMMUNITY-BENEFIT/COMMUNITY-HEALTH-NEEDS-ASSESSMENT/ ST. MARY'S HOSPITAL & MEDICAL CENTER, INC.:FORM 990,SECTION B, LINE 7B:OTHER WEBSITE:HTTPS://HEALTH.MESACOUNTY.US/2021CHNA/ST. MARY'S HOSPITAL & MEDICAL CENTER, INC.:FORM 990, SECTION B, LINE 10A:IMPLEMENTATION STRATEGY ON WEBSITE:HTTPS://WWW.SCLHEALTH.ORG/LOCATIONS/ST-MARYS-MEDICAL-CENTER/ABOUT/COMMUNITY-BENEFIT/COMMUNITY-HEALTH-IMPROVEMENT-PLAN/ ST. MARY'S HOSPITAL & MEDICAL CENTER,INC. PART V, SECTION B, LINE 11: THE THREE SIGNIFICANT HEALTH NEEDS IDENTIFIED IN THE 2021 CHNA ARE BEING ADDRESSED BY THE THREE-YEAR COMMUNITY HEALTH IMPROVEMENT PLAN ADOPTED IN 2022: EDUCATION: 27 OCCUPATIONS IN HEALTH CARE EARN A DESIRABLE INCOME. THERE ARE 3,650 PERSONS EMPLOYED IN DESIRABLE OCCUPATIONS. HOWEVER, THERE ARE NO PATHWAYS THAT DON'T REQUIRE FORMAL EDUCATION. ONLY 6 OF THE 27 OCCUPATIONS HAVE TRAINING PROGRAMS AVAILABLE IN MESA COUNTY. MANY STUDENTS MUST OFTEN LEAVE THE AREA IF THEY DESIRE ADVANCED TRAINING. AMONG AVAILABLE PROGRAMS, THE BACHELOR OF SCIENCE IN NURSING IS THE MOST POPULAR. FURTHER, 34.2% OF MESA COUNTY RESIDENTS WITHOUT A HIGH SCHOOL DIPLOMA ARE UNINSURED. STUDENTS WHO QUALIFY FOR NEED-BASED FINANCIAL AID ARE LESS LIKELY TO COMPLETE THEIR DEGREE THEN STUDENTS WHO DO NOT.HEALTH IMPLICATIONS (BEHAVIORS): THE TOP THREE CAUSES OF YPLL (YEARS OF POTENTIAL LIFE LOST) ARE NOT CAUSED BY DISEASE, BUT INSTEAD BY INTENTIONAL SELF-HARM AND ACCIDENT. SUICIDE IS A CRITICAL PUBLIC HEALTH ISSUE IN MESA COUNTY AS WE CONSISTENTLY SEE RATES HIGHER THAN BOTH COLORADO AND THE UNITED STATES. THE SUICIDE RATE FOR ALL AGES AS WELL AS THE RATE FOR TEENS IS MORE THAN DOUBLE THE NATIONAL RATE. OTHER ACCIDENTS SUCH AS FALLS AND ACCIDENTAL POISONINGS ARE THE SECOND LEADING CAUSE OF YPLL IN MESA COUNTY. HEALTHCARE ACCESS: BARRIERS TO HEALTH CARE IN MESA COUNTY CAN BE BROKEN INTO THREE CATAGORIES - COST, AVAILABILITY OF TIMELY SERVICES, AND PERSONAL OBSTACLES. PROVIDERS WHO WORK WITH MANY OF MESA COUNTY'S UNINSURED PATIENTS REPORT THAT FINDING SPECIALTY CARE FOR THEM CAN BE ESPECIALLY CHALLENGING. 13% OF MESA COUNTY RESIDENTS EXPERIENCED ATTEMPTING TO GET AN APPOINTMENT BUT THE CLINIC WAS NOT ACCEPTING NEW PATIENTS. 10.4% OF MESA COUNTY RESIDENTS EXPERIENCED ATTEMPTING TO GAIN HEALTH CARE ACCESS BUT THEIR INSURANCE WAS NOT ACCEPTED. A PERSONAL OBSTACLE THAT PREVENTS PEOPLE FROM ACCESSING CARE IS THE LACK OF TRANSPORTATION. 3.7% OF MESA COUNTY RESIDENTS WENT WITHOUT NEEDED CARE BECAUSE THEY LACKED TRANSPORTAION TO THEIR APPOINTMENT. THIS SEEMS LIKE A SMALL PERCENTAGE, BUT IT REPRESENTS ROUGHLY 6,000 MESA COUNTY RESIDENTS.DESCRIPTIONS OF STRATEGIES AND RESULTS FOR EACH OF THESE PRIORITY NEEDS FOLLOW:EDUCATION: OUTSIDE OF NURSING WE HAD 20 CLINICAL RADIOLOGY TECHNOLOGIST COMPLETE OR CONTINUE THEIR EDUCATION AT ST. MARY'S. OF THOSE 11 HAVE BEEN HIRED CREATING TIMELY ACCESS TO RADIOLOGICAL SERVICES.HEALTH IMPLICATION (BEHAVIORS): WE HAVE BEEN WORKING WITH THE COLORADO NATIONAL COLLABORATIVE (CNC) AROUND THE STATEWIDE ZERO SUICIDE INITIATIVE. IN THE FALL OUR LEAD PET CAREGIVERS RECEIVED ADDITIONAL SUICIDE AWARENESS TRAINING. WE ARE ALSO WORKING ON AN IMPLEMETATION TEAM THAT CAN HELP STREAMLINE OUR RESPONSE TO SUICIDAL PATIENTS. IN ADDITION TO WORK ON SPECIFIC HEALTH BEHAVIORS, ST. MARY'S ALSO WORKED TO ADDRESS SOCIAL DETERMINANTS OF HEALTH. ST. MARY'S PARTICIPATES IN THE HUNGER ALLIANCE, ADDRESSING MESA COUNTY BLUEPRINT TO END HUNGER. A MAJOR ACCOMPLISHMENT WAS DEVELOPING A COLLECTIVE IMPACT PROJECT TO HOUSE FOOD BANK OF THE ROCKIES AND ST. MARY'S SPONSORED MEALS ON WHEELS OF MESA COUNTY IN THE SAME FACILITY TO ENCOURAGE COLLABORATION AND INCREASE CAPACITY FOR BOTH ORGANIZATIONS. THE NEW FACILITY OPENED IN OCTOBER 2022.HEALTHCARE ACCESS: THROUGH OUR COMMUNITY CONNECTIONS PROGRAM WE ARE SERVING SOME OF OUR HOMEBOUND COMMUNITY MEMBERS THOUGH OUR VOLUNTEER POOL WHO WILL ASSIST THEM WITH TRANSPORTATION TO REMAIN INDEPENDENT. A PART OF THIS IS SOCIAL CONNECTEDNESS, ACCESS TO FOOD, MEDICAL NEEDS, AND HOUSEHOLD ERRANDS. WE ARE CURRENTLY SERVING 33 HOUSEHOLDS. NEEDS NOT PRIORITIZEDTHE REMAINING HEALTH NEEDS IDENTIFIED IN OUR 2021 CHNA ARE IMPORTANT TO ST. MARY'S AND WE CONTINUE TO COLLABORATE WITH OTHER COMMUNITY ORGANIZATIONS TO ENSURE ALL NEEDS AND HEALTH INDICATORS ARE ADDRESSED.MENTAL HEALTH AND BEHAVIORAL HEALTH SERVICES: MENTAL HEALTH CONTINUES TO BE ONE OF THE HEALTH NEEDS IN MESA COUNTY THAT REQUIRES MORE ATTENTION. MESA COUNTY HOSPITALS HAVE IDENTIFIED PATIENTS WITH SUBSTANCE ABUSE INTOXICATION OR MENTAL HEALTH CRISIS BUT NO MEDICAL EMERGENCIES AS A SIGNIFICANT BURDEN TO THEIR EMERGENCY DEPARTMENT CAPACITY. WHILE WE CONTINUE TO WORK ON SUICIDE PREVENTION AS A PRIORITY, WE HAVE FOUND THAT MENTAL HEALTH SHOULD BE A COLLABORATIVE EFFORT WITH LAW ENFORCEMENT, D51 SCHOOL DISTRICT, MIND SPRINGS HEALTH, AND OTHER HEALTHCARE PROVIDERS. MESA COUNTY PRIMARY CARE PROVIDERS HAVE PRIORITIZED CONVERSATIONS ABOUT MENTAL HEALTH WITH PATIENTS AND HAVE WORKED TO INTEGRATE MENTAL HEALTH SERVICES WITH PRIMARY CARE, ALLOWING A TEAM-BASED CARE MODEL.MORTALITY: HEART DISEASE IS THE LEADING CAUSE OF DEATH IN MESA COUNTY AND IS STATISTICALLY WORSE WHEN COMPARED TO THE REST OF COLORADO. HEALTHY BEHAVIORS CONTINUE TO BE ONE OF THE BEST METHODS TO ADDRESS CHRONIC DISEASES WHERE INDIVIDUAL BEHAVIORS CONTINUE TO HAVE AN IMPACT, INCLUDING PREVENTION. THIS NEED WAS NOT PRIORITIZED BECAUSE LONG-TERM INTERVENTIONS ARE NEEDED TO HAVE AN EFFECTIVE IMPACT. IT IS OUR HOPE BY ADDRESSING OTHER AREAS OF NEED, E.G. ACCESS TO HEALTH CARE SERVICES, HEALTHY WEIGHT STATUS, HEART DISEASE AND OTHER CHRONIC DISEASES WILL BE INDIRECTLY AFFECTED IN THE YEARS TO COME. ECONOMIC STABILITY: WHILE WE ARE NOT ABLE TO DIRECTLY WORK ON ALL THE ACTION AREAS TO ADDRESS ECONOMIC STABILITY, WE HAVE EVALUATED OUR WAGE STRUCTURE. THE RESULT OF THAT EVALUATION HAS BEEN TO INCREASE WAGES BRINGING GREATER EQUITY TO EARNING A DESIRABLE INCOME.NEIGHBORHOOD AND BUILT ENVIRONMENT: PARTNERSHIPS THAT HAVE BEEN ESTABLISHED IN OUR COMMUNITY ALLOW THOSE WHO DIRECTLY WORK IN THIS AREA TO HAVE A GREATER IMPACT. WE ACTIVELY SUPPORT AND ATTEND MESA COUNTY HUNGER ALLIANCE, COLLABORATE WITH LAW ENFORCEMENT, THE SCHOOL DISTRICT, AND ARE ACTIVE IN THE PLANNING OF COMMUNITY RESOURCES SUCH AS THE COMMUNITY CENTER AND LIBRARY IN CLIFTON.SOCIAL AND COMMUNITY CONTEXT: LIKE THE WORK IN MENTAL HEALTH, THE SOCIAL AND COMMUNITY CONTEXT IS AN AREA THAT REQUIRES COLLABORATION AND PLANNING ON MANY LEVELS. WE CONTINUE TO BE AT THE TABLE WITH THE COMMUNITY TRANSFORMATION GROUP AND HAVE REPRESENTATION ON MANY KEY ORGANIZATIONS BOARDS.COMMUNITY BUILDING ACTIVITIESCOMMUNITY-BUILDING ACTIVITIES ARE THOSE THAT IMPROVE THE HEALTH AND SAFETY OF COMMUNITY MEMBERS BY ADDRESSING THE ROOT CAUSES OF PROBLEMS (E.G. POVERTY, HOMELESSNESS, AND ENVIRONMENTAL HAZARDS). ST. MARY'S PARTICIPATED IN COLLABORATIVE MEETINGS WITH LOCAL NON-PROFIT ORGANIZATIONS, SERVICE PROVIDERS AND GOVERNMENTAL AGENCIES TO ASSESS ANECDOTAL EVIDENCE, EXAMPLES OF NEEDS AND DISCUSSED ADDITIONAL PARTNER OPPORTUNITIES TO ADDRESS IDENTIFIED NEEDS. FOR EXAMPLE, ST. MARY'S PROVIDES PATIENT AND FAMILY LODGING AT ROSE HILL HOUSE. THE PROGRAM ENSURES THAT PEOPLE TRAVELING FROM RURAL COMMUNITIES TO ST. MARY'S HAVE LOW-COST, SAFE, AND COMFORTABLE PLACES TO STAY WHILE RECEIVING CARE. IN 2022, ROSE HILL HOUSE HOSTED 1,480 INDIVIDUAL PEOPLE WHO STAYED FOR A TOTAL OF 7,366 NIGHTS. ALSO IN 2022, ST. MARY'S LAUNCHED THE COMMUNITY CONNECTIONS PROGRAM TO LEVERAGE VOLUNTEERS TO PROVIDE SOCIAL CONNECTEDNESS AMONGST HOME-BOUND NON-SUPPORTED OLDER ADULTS. IN 2022, THE PROGRAM SERVED 111 PEOPLE WITH TRANSPORTATION AND HOME VISITING SERVICES, ENCOURAGING THEM TO STAY ACTIVE AND CONNECTED TO THE WORLD OUTSIDE THEIR HOMES WHILE MAINTAING INDEPENDENCE. ST. MARY'S HOSPITAL & MEDICAL CENTER,INC.:PART V, SECTION B, LINE 16A, 16B, 16C:WWW.SCLHEALTH.ORG/LOCATIONS/ST-MARYS-MEDICAL-CENTER/PATIENTS-VISITORS/BILLING-PRICING/FINANCIAL-ASSISTANCE/ 9 1 - GRAND VALLEY SURGERY CENTER LLC 710 WELLINGTON AVE GRAND JUNCTION CO 81501 OUTPATIENT SURGERY 2 - SAN JUAN CANCER CENTER LLC 600 SOUTH 5TH STREET MONTROSE CO 81401 OUTPATIENT CANCER TREATMENT 3 - PAVILION IMAGING LLC 750 WELLINGTON GRAND JUNCTION CO 81501 RADIOLOGY SERVICES 4 - CAREFLIGHT OF THE ROCKIES LLC 500 ELDORADO BLVD SUITE 4300 BROOMFIELD CO 80021 AIR AMBULANCE SERVICES 5 - SCL HEALTH-STMARY'S HOS-FM RESIDENCY 2698 PATTERSON RD GRAND JUNCTION CO 81506 OUTPATIENT PHYSICIAN CLINIC 6 - SCL HEALTH-STMARY'S HOS-AIM CLINIC 2698 PATTERSON RD GRAND JUNCTION CO 81506 OUTPATIENT PHYSICIAN CLINIC 7 - ST MARY'S BLOOMIN BABIES BIRTH CENTER 2241 N 7TH ST GRAND JUNCTION CO 81501 OUTPATIENT PHYSICIAN CLINIC 8 - ST MARY'S HOS-PATHWAY FAMILY WELLNESS 562 29 RD GRAND JUNCTION CO 81501 OUTPATIENT PHYSICIAN CLINIC 9 - BLOOMIN' BABIES BIRTH CENTER LLC 500 WEST PACIFIC AVE TELLURIDE CO 81435 OUTPATIENT PHYSICIAN CLINIC PART I, LINE 6A: THIS ORGANIZATION IS PART OF INTERMOUNTAIN HEALTH SYSTEM WHICH PREPARES AN ANNUAL REPORT TO THE COMMUNITY ON A CONSOLIDATED BASIS. THE REPORT IS PREPARED BY THE PARENT COMPANY, INTERMOUNTAIN HEALTH CARE, INC. PART I, LINE 7: THE AMOUNTS REPORTED ON FORM 990, SCHEDULE H, PART I, LINE 7A, 7B AND 7C WERE DETERMINED USING THE COST TO CHARGE RATIO DERIVED FROM WORKSHEET 2, IN THE SCHEDULE H, FORM 990 INSTRUCTIONS. FORM 990, SCHEDULE H, PART I, LINES 7E, 7F, 7G, 7H AND 7I ARE REPORTED AT COST AS REPORTED IN THE ORGANIZATION'S FINANCIAL STATEMENTS. PART I, LN 7 COL(F): THE BAD DEBT EXPENSE INCLUDED ON FORM 990,PART IX, LINE 25, COLUMN (A), BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE ON SCHEDULE H, PART I, LINE 7 COLUMN (F) IS $9,289,062. PART II, COMMUNITY BUILDING ACTIVITIES: COMMUNITY-BUILDING ACTIVITIES ARE THOSE THAT IMPROVE THE HEALTH AND SAFETY OF COMMUNITY MEMBERS BY ADDRESSING THE ROOT CAUSES OF PROBLEMS (E.G. POVERTY, HOMELESSNESS, AND ENVIRONMENTAL HAZARDS). ST. MARY'S PARTICIPATED IN COLLABORATIVE MEETINGS WITH LOCAL NON-PROFIT ORGANIZATIONS, SERVICE PROVIDERS AND GOVERNMENTAL AGENCIES TO ASSESS ANECDOTAL EVIDENCE, EXAMPLES OF NEEDS AND DISCUSSED ADDITIONAL PARTNER OPPORTUNITIES TO ADDRESS IDENTIFIED NEEDS. FOR EXAMPLE, IN 2022, ST. MARY'S LAUNCHED THE COMMUNITY CONNECTIONS PROGRAM TO LEVERAGE VOLUNTEERS TO PROVIDE SOCIAL CONNECTEDNESS AMONGST HOME-BOUND NON-SUPPORTED OLDER ADULTS. IN 2022, THE PROGRAM SERVED 111 PEOPLE WITH TRANSPORTATION AND HOME VISITING SERVICES, ENCOURAGING THEM TO STAY ACTIVE AND CONNECTED TO THE WORLD OUTSIDE THEIR HOMES WHILE MAINTAING INDEPENDENCE.PART III, LINE 1:THE ORGANIZATION REPORTS BAD DEBT IN ACCORDANCE WITH HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION (HFMA) STATEMENT NO. 15 TO THE EXTENT THAT HFMA STATEMENT NO. 15 FOLLOWS GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) FOR REPORTING BAD DEBT. PART III, LINE 2: THE BAD DEBT EXPENSE REPORTED ON PART III, LINE 2 IS AT CHARGES AS RECORDED IN THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ALLOWANCE FOR BAD DEBT IS BASED UPON MANAGEMENT'S ASSESSMENT OF HISTORICAL AND EXPECTED NET COLLECTIONS CONSIDERING THE BUSINESS AND GENERAL ECONOMIC CONDITIONS IN ITS SERVICE AREA, TRENDS IN HEALTH CARE COVERAGE, AND OTHER COLLECTION INDICATORS.THE BAD DEBT ALLOWANCE IS CALCULATED AS A PERCENTAGE OF PATIENT RECEIVABLES AFTER DEDUCTIONS FOR ESTIMATED PROVISIONS FOR CONTRACTUAL ADJUSTMENTS (DISCOUNTS) ON SERVICES PROVIDED TO ENROLLEES OF MEDICARE, MEDICAID, THIRD-PARTY PAYOR PROGRAMS, CHARITY CARE, UNINSURED DISCOUNTS, AND OTHER ADMINISTRATIVE ADJUSTMENTS. PART III, LINE 4: THE ALLOWANCE FOR BAD DEBT IS BASED UPON MANAGEMENT'S ASSESSMENT OF HISTORICAL AND EXPECTED NET COLLECTIONS CONSIDERING THE BUSINESS AND GENERAL ECONOMIC CONDITIONS IN ITS SERVICE AREA, TRENDS IN HEALTH CARE COVERAGE, AND OTHER COLLECTION INDICATORS.THE BAD DEBT ALLOWANCE IS CALCULATED AS A PERCENTAGE OF PATIENT RECEIVABLES AFTER DEDUCTIONS FOR ESTIMATED PROVISIONS FOR CONTRACTUAL ADJUSTMENTS (DISCOUNTS) ON SERVICES PROVIDED TO ENROLLEES OF MEDICARE, MEDICAID, THIRD-PARTY PAYOR PROGRAMS, CHARITY CARE, UNINSURED DISCOUNTS, AND OTHER ADMINISTRATIVE ADJUSTMENTS.THE ORGANIZATION HAS A FINANCIAL ASSISTANCE PROGRAM THAT PROVIDES PATIENTS OPPORTUNITIES TO APPLY FOR FREE OR DISCOUNTED CARE AND/OR TO BE ENROLLED IN A GOVERNMENT SPONSORED MEDICAL CARE PROGRAM. THE PROCESS INCLUDES IDENTIFYING PATIENTS WITH A FINANCIAL CONCERN AND PROVIDING FINANCIAL COUNSELING AND ASSISTANCE IN APPLYING FOR THE ORGANIZATION'S CHARITY CARE AND OTHER FINANCIAL ASSISTANCE PROGRAMS.CERTAIN PATIENT ACCOUNTS ARE WRITTEN OFF TO BAD DEBT BECAUSE THE ORGANIZATION DOES NOT HAVE SUFFICIENT INFORMATION TO DETERMINE IF THE PATIENT WOULD QUALIFY FOR FREE CARE OR FINANCIAL AID. THEREFORE, IT IS POSSIBLE THAT SOME BAD DEBT IS ACTUALLY CHARITY CARE. HOWEVER, IF A PATIENT ACCOUNT IS WRITTEN OFF TO BAD DEBT AND THE COLLECTION AGENCY LATER DETERMINES THAT THE PATIENT WOULD HAVE QUALIFIED FOR FREE CARE OR FINANCIAL AID, THEN THE BAD DEBT EXPENSE IS RECLASSIFIED TO CHARITY CARE. THE PATIENT SERVICE REVENUE FOOTNOTE WHICH DESCRIBES BAD DEBT EXPENSE AND ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS IS ON PAGES 13 AND 14 OF THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS. PART III, LINE 8: THE ORGANIZATION BELIEVES THAT AT LEAST SOME PORTION OF THE COSTS WE INCUR IN EXCESS OF PAYMENTS RECEIVED FROM THE FEDERAL GOVERNMENT FOR PROVIDING MEDICAL SERVICES TO MEDICARE ENROLLEES AND BENEFICIARIES UNDER THE FEDERAL MEDICARE PROGRAM (SHORTFALL OR MEDICARE SHORTFALL) CONSTITUTES A COMMUNITY BENEFIT. PROVIDING THESE SERVICES CLEARLY LESSENS THE BURDENS OF THE GOVERNMENT BY ALLEVIATING THE FEDERAL GOVERNMENT FROM HAVING TO DIRECTLY PROVIDE THESE MEDICAL SERVICES. AS DEMONSTRATED AND CALCULATED ON FORM 990, SCHEDULE H, PART III, LINES 5, 6 AND 7, OUR MEDICARE "ALLOWABLE COSTS" CLEARLY EXCEED THE PAYMENTS WE RECEIVE FOR PROVIDING THESE MEDICAL SERVICES UNDER THE MEDICARE PROGRAM. BY ABSORBING THE MEDICARE SHORTFALL COSTS, WE ARE PROVIDING A COMMUNITY BENEFIT AS WELL AS EASING THE BURDEN OF THE FEDERAL GOVERNMENT HAVING TO COVER THESE COSTS.TO ARRIVE AT THE FORM 990, SCHEDULE H, PART III, LINE 6 AMOUNT, WE USED ACTUAL MEDICARE CHARGES FROM INTERNAL RECORDS AND APPLIED AN ESTIMATED COST TO CHARGE RATIO TO DETERMINE THE MEDICARE ALLOWABLE COSTS. THE ESTIMATED MEDICARE COST TO CHARGE RATIO IS THE PRIOR PERIOD MEDICARE COST REPORT COST TO CHARGE RATIO. PART III, LINE 9B: AN INTEGRAL COMPONENT OF OUR MISSION IS TO BE GOOD FINANCIAL STEWARDS. THIS REQUIRES US TO DETERMINE WHICH PATIENTS ARE IN NEED OF CHARITY CARE AND WHICH ARE ABLE TO CONTRIBUTE SOME PAYMENT FOR CARE RECEIVED. WE MAINTAIN A BALANCE THAT ENABLES US TO CONTINUE TO PROVIDE CHARITY CARE TO THOSE WHO NEED IT MOST AND ENSURE THAT WE MANAGE OUR RESOURCES SO WE CAN CONTINUE TO BE HERE WHEN PEOPLE NEED US MOST. THE ORGANIZATION NOTIFIES PATIENTS OF FINANCIAL ASSISTANCE POLICY UPON ADMISSION AND DISCHARGE. IN ADDITION, THE PATIENTS RECEIVE INFORMATION ABOUT THE FINANCIAL ASSISTANCE POLICY WITH THEIR PATIENT BILLS. PATIENTS ARE CONTACTED MULTIPLE TIMES ABOUT UNPAID BALANCES PRIOR TO INITIATING ANY COLLECTION ACTION. IF A PATIENT IS DETERMINED TO BE ELIGIBLE FOR FINANCIAL ASSISTANCE AT ANY TIME DURING THE COLLECTION PROCESS, THE ACCOUNT IS RECLASSIFIED AS FINANCIAL ASSISTANCE AND DEBT COLLECTION EFFORTS ARE CEASED. PART VI, LINE 2: IN ADDITION TO THE COMMUNITY HEALTH NEEDS ASSESSMENT ST. MARY'S PERIODICALLY ENGAGES OUTSIDE CONSULTATION TO ASSESS SPECIFIC HEALTHCARE ISSUES DEVELOPING IN THE COMMUNITY.ST. MARY'S UTILIZED DATA FROM THE COLORADO HOSPITAL ASSOCIATION TO ASSESS SERVICES LEAVING MESA COUNTY AND WESTERN COLORADO FOR DENVER. RESEARCH REVEALED OPPORTUNITIES TO STRENGTHEN LOCALLY BASED SERVICES WHICH HELPS FAMILIES ACCESS EXISTING SUPPORT STRUCTURES IN TIMES OF NEED.ST. MARY'S RECEIVED CONSULTATION DATA AND RESEARCH INFORMATION FROM SG2 HEALTHCARE INTELLIGENCE TO ANALYZE PREVALENCE AND UTILIZATION RATES TO FACILITATE COMPARISONS WITH COUNTY, STATE, OR NATIONAL TRENDS.ST. MARY'S REVIEWED VARIOUS REPORTS FROM COMMUNITY PARTNERS TO ENHANCE KNOWLEDGE OF COMMUNITY NEEDS AND AVAILABLE RESOURCES THUS GUIDING OUR NEED FOR ACTION. PART VI, LINE 3: THE ORGANIZATION NOTIFIES PATIENTS ABOUT THE FINANCIAL ASSISTANCE POLICY UPON ADMISSION AND PRIOR TO DISCHARGE. NOTICES ABOUT THE FINANCIAL ASSISTANCE POLICY ARE DISPLAYED THROUGHOUT THE HOSPITAL. IN ADDITION, PATIENTS RECEIVE INFORMATION ABOUT THE FINANCIAL ASSISTANCE POLICY WITH THEIR PATIENT BILLS AND THROUGH THE PATIENT PORTAL, MYCHART. THE FINANCIAL ASSISTANCE POLICY AND APPLICATION ARE POSTED ON THE HOSPITAL'S WEBSITE. THE POLICY AND APPLICATION ARE ALSO AVAILABLE UPON REQUEST. THE ORGANIZATION HAS A FINANCIAL ASSISTANCE PROGRAM THAT PROVIDES PATIENTS OPPORTUNITIES TO APPLY FOR FREE OR DISCOUNTED CARE AND/OR TO BE ENROLLED IN A GOVERNMENT SPONSORED MEDICAL CARE PROGRAM. THE PROCESS INCLUDES IDENTIFYING PATIENTS WITH A FINANCIAL CONCERN, PROVIDING FINANCIAL COUNSELING AND ASSISTANCE IN APPLYING FOR THE ORGANIZATION'S CHARITY CARE AND OTHER FINANCIAL ASSISTANCE PROGRAMS. PART VI, LINE 4: MESA COUNTY, THE 2021 CHNA DEFINED COMMUNITY, IS LOCATED ON THE WESTERN BORDER OF COLORADO, 250 MILES WEST OF DENVER. THE COUNTY, ONE OF 64 IN COLORADO, SPANS 3,313 SQUARE MILES. THE GRAND VALLEY, WHICH IS THE MOST DENSELY POPULATED AREA ON COLORADO'S WESTERN SLOPE, COVERS MORE THAN 38 SQUARE MILES AND HAS AN ELEVATION OF 4,586 FEET. MESA COUNTY INCLUDES THE CITIES OF GRAND JUNCTION AND FRUITA, THE TOWNS OF COLLBRAN, DEBEQUE, AND PALISADE, AND SMALLER UNINCORPORATED AREAS. THE FOLLOWING DATA ARE UPDATED FROM THE CHNA WHERE POSSIBLE WITH MORE CURRENT INFORMATION.HOSPITALS SERVING MESA COUNTY: ST. MARY'S MEDICAL CENTER LEVEL II TRUAMA CENTER; COMMUNITY HOSPITAL LEVEL III TRAUMA CENTER; FAMILY HEALTH WEST CRITICAL ACCESS HOSPITAL; GRAND JUNCTION VETERANS HEALTH CARE SYSTEM; WEST SPRINGS HOSPITAL PSYCHIATRIC CARE AND RECOVERY.POPULATION: THE ESTIMATED POPULATION OF MESA COUNTY IN 2020 CENSUS IS 155,703.GENDER: MALE 49.7% FEMALE 50.3%AGE: MEDIAN AGE- 41.1 YEARS. RACIAL AND ETHNIC DIVERSITY: WHITE 80.4% HISPANIC/LATINO 15.3%, REMAINDER OF POPULATION IS BLACK/AFRICAN AMERICAN, AMERICAN INDIAN/ALASKA NATIVE, AND ASIAN.EDUCATION: 91.5% OF PERSONS AGE 25+ARE HIGH SCHOOL GRADUATES OR HIGHER AND 31.2% OF PERSONS AGE 25 AND OLDER HAVE EARNED A BACHELOR'S DEGREE OR HIGHER.ECONOMICS: THE MEDIAN HOUSEHOLD INCOME IN 2021 WAS $64,055 AS COMPARED TO THE STATE AVERAGE OF $80,254. THE PERCENTAGE OF PERSONS LIVING IN POVERTY IN MESA COUNTY IS 9.7% COMPARED TO THE STATE AVERAGE OF THE SAME 9.7%.LIFE EXPECTANCY: IN MESA COUNTY THE OVERALL LIFE EXPECTANCY IS 78.9 YEARS, IN COLORADO IT IS 80.5. PART VI, LINE 5: IN 2020 ST MARY'S PLEDGED THREE MILLION DOLLARS TO COLORADO MESA UNIVERSITY FOR A NEW HEALTH SCIENCES CENTER TO ADVANCE PATHWAYS TO ECONOMIC STABILITY THROUGH HEALTH PROFESSIONS EDUCATION. PHYSICIAN ASSISTANT, OCCUPATIONAL THERAPY, AND PHYSICAL THERAPY PROGRAMS ARE HOUSED IN THE 24,000 SQ. FT. FACILITY THAT OPENED ITS DOORS IN 2021.ST. MARY'S IS DEDICATED TO PROVIDING SPECIALIZED SERVICES, EXPERIENCED PROFESSIONALS, AND THE LATEST IN TECHNIQUES AND TECHNOLOGY CLOSE TO HOME FOR THE PEOPLE OF WESTERN COLORADO AND EASTERN UTAH. COMMUNITY ACTIVITIES INCLUDE A VARIETY OF CLASSES ON WEIGHT MANAGEMENT, DIABETES EDUCATION, HEALTHY SPINE /BACK PAIN, SUPPORT GROUPS FOR CANCER PATIENTS AND THEIR CAREGIVERS, STOP THE BLEED TRAINING, CLASSES FOR PROSPECTIVE PARENTS, AND EDUCATING ON KIDS SAFETY AT KIDSFEST, HEALTHY KIDS GROUP AS EXAMPLES.ST. MARY'S RELIES ON THE GENEROSITY OF VOLUNTEERS. VOLUNTEERS WORK IN THE HOSPITAL AND THROUGHOUT THE COMMUNITY PROVIDING THE FRIENDLY FACE AND PERSONAL TOUCH PATIENTS AND THEIR FAMILIES NEED DURING A STRESSFUL TIME. VOLUNTEERS WERE PLACED ON LEAVE IN 2020 AND HAVE SLOWLY RETURNED TO FILL ESSENTIAL, LOW RISK POSITIONS. IN 2022, 252 TOTAL ACTIVE VOLUNTEERS DELIVERING OVER 19,501 HOURS OF SERVICE (THIS IS THE EQUIVALENT OF 9.4 FTES).IN 2022 THE COMMUNITY TRANSFORMATION GROUP, COMPRISED OF MORE THAN 60 ORGANIZATIONS, INCLUDING ST. MARY'S, REALIZED 4 YEARS OF WORK IN THE CLIFTON COMMUNITY AS THE CLIFTON COMMUNITY OUTREACH GROUP TOOK ACCOUNTABLITITY FOR THE WORK HAPPENING IN THEIR COMMUNITY. CLIFTON HAS APPROXIMATELY 20,000 RESIDENTS AND IS THE SECOND MOST POPULATED AREA IN MESA COUNTY. IT IS, HOWEVER, UNINCORPORATED. AS SUCH, THE INFRASTRUCTURE THAT SUPPORTS CIVIC ENGAGEMENT, COMMUNITY TIES, AND A SENSE OF IDENTITY AND PRIDE ARE LARGELY MISSING. GROUNDBREAKING FOR A NEW COMMUNITY CENTER AND LIBRARY COMPLEX TOOK PLACE. ADDITIONALLY, CLIFTON HAS BEEN ASKED TO SUBMIT FOR A GREATER OUTDOORS COLORADO GRANT. IF THIS GRANT IS AWARDED IT WILL ADDRESS SOCIAL DETERMINANTS, IMPACTING THE CLIFTON COMMUNITY.FOCUSING ON OUR AGING POPULATION, ST. MARY'S SPONSORS MEALS ON WHEELS OF MESA COUNTY, AN UNDUPLICATED NUTRITIONAL MEAL PROGRAM FOR SENIORS, PROVIDING HOME DELIVERY AND OFFERING NINE REGIONAL DINING SITES EVERY WEEKDAY TO THE FRAIL AND HOMEBOUND IN MESA COUNTY. IN 2022, WE ENTERED INTO A PARTNERSHIP WITH FOODBANK OF THE ROCKIES WHERE A CONSTRUCTION OF A NEW FACILITY TOOK PLACE. IN OCTOBER BOTH AGENCIES MOVED INTO THE NEW SPACE WITH INCREASED ABILITY TO SERVE OUR COMMUNITY. A NEW COMMERCIAL KITCHEN WAS CONSTRUCTED THAT MEETS THE INCREASED NEEDS OF MEALS ON WHEELS AND WILL ALLOW FOR GROWTH IN THE FUTURE YEARS. IN 2022, THE PROGRAM SERVED 206,665 MEALS TO 1,600 UNDUPLICATED CLIENTS, WITH 30 DAILY ROUTES MANAGED BY PROGRAM STAFF AND 300 VOLUNTEERS.IN 2022 ST. MARY'S TRANSITIONED AWAY FROM THE AMERICORPS SENIORS FOSTER GRANDPARENT AND SENIOR COMPANION PROGRAMS. SENIOR COMPANIONS MOVED TO A VOLUNTEER PROGRAM THAT ADDRESSES SOCIAL CONNECTEDNESS AND PROVIDES ASSISTANCE WITH GETTING HOMEBOUND INDIVIDUALS TO APPOINTMENTS, ACCESSING GROCERIES, AND COMPLETING ERRANDS THAT HELP MAINTAIN INDEPENDENCE. ADDITIONALLY, WE OFFER IN-HOME PREVENTATIVE EDUCATION ABOUT FALL PREVENTION, MEDICATION SAFETY, AND ESTABLISHING A MEDICAL DURABLE POWER OF ATTORNEY. WE TRANSITIONED THE FOSTER GRANDPARENT PROGRAM DIRECTLY TO THOSE FACILITIES THAT WERE USING OUR VOLUNTEER POOL.IN 2022, 18 VOLUNTEERS GAVE 7,663 VOLUNTEER HOURS AND DROVE 40,545 MILES TO PROVIDE SERVICES TO 111 UNDUPLICATED CLIENTS. AS A RESULT, 100% OF CLIENTS REPORTED DECREASED FEELINGS OF BOREDOM, LONELINESS, OR SADNESS; 100% OF CLIENTS MAINTAINED/IMPROVED ABILITY TO LIVE INDEPENDENTLY; AND 100% OF CLIENTS MAINTAINED/IMPROVED QUALITY OF LIFE.ST. MARY'S ROSE HILL HOSPITALITY HOUSE PROVIDES PATIENTS AND FAMILIES WITH CLOSE, SAFE AND AFFORDABLE ACCOMMODATIONS WHILE RECEIVING CARE AT ST. MARY'S. IN 2022, 1,480 GUESTS STAYED A TOTAL OF 7,366 NIGHTS.ST. MARY'S PROVIDES MEDICAL TRAINING EDUCATION FOR SEVERAL PROFESSIONS INCLUDING: FAMILY MEDICINE RESIDENCY, NURSING STUDENTS, RADIOLOGY STUDENTS, AND OFFER OTHER HEALTH CARE PROFESSIONALS WORKING TOWARDS COMPLETION OF A PROGRAM. STUDENTS INCLUDE THOSE FROM PROGRAMS AT OUR LOCAL UNIVERSITY AS WELL AS FROM PROGRAMS OUTSIDE MESA COUNTY WHO COMPLETE CLINICAL ROTATIONS AT ST. MARY'S. THIS INVESTMENT ENSURES PROVIDERS WILL BE PREPARED TO CARE FOR FUTURE GENERATIONS, ESPECIALLY IN UNDERSERVED RURAL COMMUNITIES IN WESTERN COLORADO AND MESA COUNTY. ST. MARY'S PROVIDED $14,451,707 IN HEALTH PROFESSIONS EDUCATION SERVICES.IN 2022, ST. MARY'S CONTINUED TO PROVIDE INCREASING COMMUNITY BENEFIT TO INCLUDE TRADITIONAL CHARITY CARE AND THE UNPAID COST OF MEDICAID. OUR BOARD OF DIRECTORS REPRESENTS MEDICAL AND BUSINESS PROFESSIONALS, AND ALL PROVIDE HOURS OF SERVICE IN SUPPORT OF OUR HOSPITAL. PART VI, LINE 6: THE FILING ORGANIZATION IS AN AFFILIATE OF INTERMOUNTAIN HEALTH CARE, INC. (INTERMOUNTAIN), AN INTEGRATED HEALTH SYSTEM WHOSE VISION IS TO "BE A MODEL HEALTH SYSTEM BY PROVIDING EXTRAORDINARY CARE AND SUPERIOR SERVICES AT AN AFFORDABLE COST." INTERMOUNTAIN STRIVES TO FULFILL THAT MISSION THROUGH ACCOMPLISHING ITS STATED MISSION OF "HELPING PEOPLE LIVE THE HEALTHIEST LIVES POSSIBLE." INTERMOUNTAIN HEALTH CARE, INC., IS A NONPROFIT CORPORATION EXEMPT UNDER INTERNAL REVENUE CODE 501(C)(3). AFFILIATES WITHIN THE HEALTH SYSTEM NETWORK INCLUDE NONPROFIT CORPORATIONS EXEMPT UNDER IRS 501(C)(3) AND 501(C)(4), TAXABLE CORPORATIONS, PARTNERSHIPS WITH PHYSICIANS, STRATEGIC INVESTMENTS, AND JOINT VENTURES.HEADQUARTERED IN SALT LAKE CITY, UTAH, INTERMOUNTAIN CONSISTS OF A TEAM OF NEARLY 60,000 CAREGIVERS WHO SERVE THE HEALTHCARE NEEDS OF PEOPLE ACROSS THE INTERMOUNTAIN WEST, INCLUDING UTAH, IDAHO, NEVADA, COLORADO, MONTANA, WYOMING, AND KANSAS. INTERMOUNTAIN PROVIDES SERVICES TO AND PROMOTES THE HEALTH OF THESE COMMUNITIES THROUGH 33 HOSPITALS, HUNDREDS OF CLINICS, A MEDICAL GROUP, AFFILIATE NETWORKS, HOMECARE, TELEHEALTH, INSURANCE PLANS, MEDICAL AIR TRANSPORT, AND OTHER SERVICES. INTERMOUNTAIN IS WIDELY RECOGNIZED AS A LEADER IN TRANSFORMING HEALTHCARE BY USING EVIDENCE-BASED BEST PRACTICES TO CONSISTENTLY DELIVER HIGH-QUALITY OUTCOMES AT SUSTAINABLE COSTS.INTERMOUNTAIN IS WORKING TO IMPROVE THE HEALTH AND WELL-BEING BY IMPROVING MENTAL WELL-BEING, PREVENTING AVOIDABLE DISEASE, IMPROVING AIR QUALITY, ADDRESSING SOCIAL DETERMINANTS OF HEALTH, AND OTHER COMMUNITY HEALTH INITIATIVES.THROUGH MULTIPLE CHARITABLE FOUNDATIONS, INTERMOUNTAIN ALSO DEVELOPS FINANCIAL AND CHARITABLE SUPPORT FOR ITS PATIENTS WHILE ALSO SUPPORTING OTHER NONPROFIT ORGANIZATIONS THAT PROVIDE DIRECT MEDICAL, DENTAL, AND MENTAL SERVICES FOR LOW-INCOME, UNINSURED, OR MEDICALLY UNDERSERVED POPULATIONS. PART VI, LINE 7: ST. MARY'S HOSPITAL & MEDICAL CENTER INC FILES A COMMUNITY BENEFIT REPORT IN THE STATE OF COLORADO. 1 SCL HEALTH - FRONT RANGE INC 500 ELDORADO BLVD SUITE 4300 BROOMFIELD CO 80021 841103606 501 (C)(3) 17345667 0 PROGRAM SUPPORT ST MARY'S HOSPITAL FOUNDATION 2635 NORTH 7TH STREET GRAND JUNCTION CO 81501 237001007 501 (C)(3) 1004354 0 PROGRAM SUPPORT MARILLAC HEALTH 2333 N 6TH ST GRAND JUNCTION CO 81501 841085822 501 (C)(3) 255000 0 PROGRAM SUPPORT MIND SPRINGS HEALTH 515 28-3/4 RD GRAND JUNCTION CO 81501 840625890 501 (C)(3) 250000 0 PROGRAM SUPPORT QUALITY HEALTH NETWORKS 744 HORIZON CT STE 210 GRAND JUNCTION CO 81506 201632384 501 (C)(3) 80000 0 PROGRAM SUPPORT GRAND JUNCTION ECONOMIC PARTNERSHIP 122 NORTH 6TH STREET GRAND JUNCTION CO 81501 840972492 GOV'T 50000 0 PROGRAM SUPPORT HOLY FAMILY CATHOLIC SCHOOL GRAND JUNCTION 786 26 1/2 RD GRAND JUNCTION CO 81506 860297730 501 (C)(3) 15000 0 PROGRAM SUPPORT GRAND JUNCTION CHAMBER OF COMMERCE 360 GRAND AVE GRAND JUNCTION CO 81501 840215575 501(C)(6) 12750 0 PROGRAM SUPPORT GRAND VALLEY CATHOLIC OUTREACH 245 S 1ST ST GRAND JUNCTION CO 81501 200064007 501 (C)(3) 12500 0 PROGRAM SUPPORT DISTRICT 51 FOUNDATION 2115 GRAND AVENUE GRAND JUNCTION CO 81501 273662704 501 (C)(3) 10000 0 PROGRAM SUPPORT DELTA HEALTH FOUNDATION PO BOX 10100 DELTA CO 81416 841609267 501 (C)(3) 10000 0 PROGRAM SUPPORT COUNSELING & EDUCATION CENTER 2708 PATTERSON ROAD GRAND JUNCTION CO 81506 742232416 501 (C)(3) 10000 0 PROGRAM SUPPORT CENTER FOR PERSONALIZED EDUCATION FOR PROFESSIONALS 720 SOUTH COLORADO BLVD SUITE 1100-N DENVER CO 80246 742565416 501 (C)(3) 10000 0 PROGRAM SUPPORT HOPEWEST 3090 N 12TH ST UNIT B GRAND JUNCTION CO 81506 841207388 501 (C)(3) 5750 0 PROGRAM SUPPORT 13 1 HOMELESS SHELTER LAUNDRY SERVICE 238 0 48568 FMV HOMELESS SHELTER LAUNDRY SERVICE TRANSPORTATION SERVICES 222 0 19909 FMV TRANSPORTATION FOR INDIVIDUALS IN NEED TO SEE CAREGIVERS. HUMANITARIAN GRANTS 86 15750 0 FMV MEDICAL SUPPORT 44 0 8950 FMV REHAB THERAPY, WHEELCHAIR TRAINING, VARIOUS OTHER MEDICAL SUPPLIES PRESCRIPTION DRUGS 370 0 6288 FMV PRESCRIPTION DRUGS FOR INDIGENT CARE PART I, LINE 2: PROCESS FOR MONITORING GRANTS AND AWARDS THE ORGANIZATION'S PROCESS FOR MONITORING GRANTS AND AWARDS REQUIRES THAT EACH GRANT APPLICANT COMPLETE A LETTER OF REQUEST EXPLAINING THE NEED THAT THE ORGANIZATION WOULD LIKE TO ADDRESS. AFTER A MEETING WITH THE APPLYING ORGANIZATION'S REPRESENTITIVE, THE REQUESTOR MUST COMPLETE A COMMUNITY BENEFIT CONTRIBUTION RESTRICTION FORM, PROVIDED BY THE HOSPITAL, WHICH DETAILS IN WRITING HOW THE CONTRIBUTION IS TO BE USED FOR AN ACTIVITY OR PROGRAM THAT MEETS THE HOSPITAL'S COMMUNITY BENEFIT REQUIREMENTS. WITH THIS LETTER OF REQUEST, THE APPLICANT MUST SUBMIT A LISTING OF THEIR BOARD OF DIRECTORS, A YEARLY FINANCIAL STATEMENT AND AN EXPLANATION OF HOW THE MONIES AWARDED FROM PREVIOUS GRANTS WERE USED. IF THE GRANT IS AWARDED, THE HOSPITAL THEN INQUIRES OF THE RECIPIENT THE FOLLOWING YEAR FOR DOCUMENTATION ON HOW THE GRANT MONIES WERE USED. 1 1 0 0 0 0 0 1 0 SHAWN DUFFORD MD INTERIM VP, CMO SMGJ 3/4-4/15/22 0 213503 0 188445 0 848825 0 92388 0 16578 0 1359739 0 324506 BRYAN JOHNSON PRESIDENT 0 457894 0 141306 0 36585 0 181461 0 25700 0 842946 0 32319 ANDREW JONES MD VP CMO SMGJ 1/1-3/4/22 0 77353 0 85438 0 288855 0 51000 0 26056 0 528702 0 42755 TERRI CHINN VP FINANCE SMG 0 304090 0 66914 0 38200 0 95275 0 10082 0 514561 0 29421 LOGAN MCDANELD MD DIRECTOR 0 437802 76 21975 0 1544 0 14950 0 31152 76 507423 0 0 ELIZABETH BUISKER MEDICAL DIR 0 315853 0 50486 0 1522 0 102697 0 28450 0 499008 0 0 DANIEL PRINSTER VP STRATEGY & BUS DEVELOPMENT SMG 0 255881 0 58050 0 30076 0 82782 0 29133 0 455922 0 25525 MICHELE ARNOLD VP CMO SMGJ 8/31-12/31/22 0 128716 0 37994 0 245106 0 24188 0 7805 0 443809 0 0 LEE SYPHUS MD VP MEDICAL GROUP WESTERN CO 0 250260 0 59089 0 1436 0 81198 0 28450 0 420433 0 0 MICHELLE SHIAO VP CHIEF NURSING OFFICER SMGJ 0 234542 0 48433 0 944 0 65382 0 29433 0 378734 0 0 GEORGE SCOTT MD MEDICAL DIR SYS LABORATORY FLOAT 0 290538 0 19740 0 1533 0 17758 0 28498 0 358067 0 0 STEPHANIE VOYLES MD PHYSICIAN FAMILY MEDICINE 257484 0 10000 0 9527 0 15836 0 26953 0 319800 0 0 0 RYAN JACKMAN MD PHYSICIAN FAMILY MEDICINE 261263 0 2000 0 669 0 16230 0 30290 0 310452 0 0 0 CHRISTOPHER UPTON MD PHYSICIAN FAMILY MEDICINE 232807 0 9150 0 27446 0 14313 0 21192 0 304908 0 0 0 JUDITH WHITE HOUSE FORMER KEY EMPLOYEE 0 -124 0 0 0 125818 0 0 0 6987 0 132681 0 0 PART I, LINE 3 COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR THE ORGANIZATION'S OFFICERS AND SENIOR MANAGEMENT ARE PAID BY A RELATED ORGANIZATION, SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. (SCL HEALTH). COMPENSATION FOR THE OFFICERS AND SENIOR MANAGEMENT IS MANAGED BY THE INTERMOUNTAIN HEALTH CARE, INC. BOARD COMPENSATION COMMITTEE (COMMITTEE) ON BEHALF OF SCL HEALTH AND ALL OF ITS AFFILIATES. THE COMMITTEE REVIEWS AND APPROVES COMPENSATION ARRANGEMENTS OF THE OFFICERS AND SENIOR MANAGEMENT AND MAKES RECOMMENDATIONS TO INTERMOUNTAIN HEALTH CARE, INC.'S BOARD FOR APPROVAL OF ANY CHANGES TO COMPENSATION FOR THE OFFICERS AND SENIOR MANAGEMENT. THE COMMITTEE'S REVIEW IS CONDUCTED IN A MANNER THAT IS INTENDED TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE INTERMEDIATE SANCTIONS RULES OF INTERNAL REVENUE CODE SECTION 4958. THE COMMITTEE CONDUCTS THE REVIEW WITH THE ASSISTANCE OF AN EXPERIENCED AND INDEPENDENT COMPENSATION CONSULTING FIRM THAT HAS DEEP NATIONAL EXPERTISE IN HEALTH SYSTEMS' EXECUTIVE COMPENSATION PROGRAMS AND LEVELS. THE COMMITTEE OBTAINS AND RELIES UPON CURRENT, COMPARABLE MARKET DATA FOR PEER ORGANIZATIONS PRIOR TO MAKING COMPENSATION RELATED DECISIONS. THE INFORMATION REVIEWED INCLUDES COMPENSATION LEVELS PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR FUNCTIONALLY COMPARABLE POSITIONS, THE AVAILABILITY OF SIMILAR SERVICES IN THE GEOGRAPHIC AREA SERVED BY INTERMOUNTAIN HEALTH CARE, INC. AND CURRENT COMPENSATION SURVEYS COMPILED BY AN INDEPENDENT FIRM. CONSISTENT WITH THE PAY PHILOSOPHY SET BY INTERMOUNTAIN HEALTH CARE INC.'S BOARD, THE COMMITTEE EMPHASIZES THE IMPORTANCE OF ENSURING TOTAL REMUNERATION IS REASONABLE AND APPROPRIATE WHEN REVIEWING AND MAKING RECOMMENDATIONS WITH RESPECT TO COMPENSATION PACKAGES FOR THE OFFICERS AND SENIOR MANAGEMENT. AS PART OF THE REVIEW PROCESS, INTERMOUNTAIN HEALTH CARE, INC. USES THE FOLLOWING IN ESTABLISHING THE COMPENSATION OF OFFICERS AND SENIOR MANAGEMENT. 1) COMPENSATION COMMITTEE 2) INDEPENDENT COMPENSATION CONSULTANT 3) FORM 990 OF OTHER ORGANIZATIONS 4) WRITTEN EMPLOYMENT CONTRACTS 5) COMPENSATION SURVEYS AND STUDIES 6) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE THE ITEMS LISTED ABOVE SUPPORT THE COMPENSATION COMMITTEE'S EFFORTS TO ENSURE THAT THE LEVEL OF COMPENSATION PROVIDED TO ITS OFFICERS AND SENIOR MANAGEMENT IS REASONABLE, APPROPRIATE AND CONSISTENT WITH THE PAY PHILOSOPHY SET BY THE BOARD. PART I, LINES 4A-B PART I, LINE 4A SEVERANCE PAYMENTS THE ORGANIZATION AND RELATED ORGANIZATIONS PERIODICALLY INCUR SEVERANCE PAYMENTS TO FORMER EMPLOYEES. THE INDIVIDUALS AND THE AMOUNTS PAID FOR SEVERANCE IN 2022 WERE: ANDREW JONES - $245,586, SHAWN DUFFORD - $400,522, JUDITH WHITE HOUSE - $118,934. PART I, LINE 4B PAYMENTS FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN A RELATED ORGANIZATION PROVIDES NONQUALIFIED DEFERRED COMPENSATION PLANS (NQDC) KNOWN AS SUPPLEMENTAL EXECUTIVE RETIREMENT PROGRAM (SERP) FOR EXECUTIVES (SENIOR MANAGEMENT) TO COMPENSATE FOR REGULATORY IMPOSED LIMITATIONS IN QUALIFIED RETIREMENT PLANS AND TO PROVIDE A BENEFIT CONSISTENT WITH OTHER NOT FOR PROFIT HEALTH SYSTEMS. THESE PLANS ENABLE THE EXECUTIVE TO EARN BENEFITS DURING EACH YEAR THAT THEY PARTICIPATE. IN 2014, IN AN EFFORT TO REDUCE LONG-TERM COST AND HAVE GREATER CONTROL OVER FINANCIAL RISK, THE SERP WAS CONVERTED FROM A DEFINED BENEFIT (DB) TO A DEFINED CONTRIBUTION (DC) DESIGN. CERTAIN MEMBERS OF SENIOR MANAGEMENT WHOSE BENEFITS WERE CONVERTED FROM DB TO DC WOULD HAVE BEEN DISPROPORTIONATELY AND NEGATIVELY AFFECTED BY THE CHANGE, SO THE COMMITTEE DETERMINED IT WOULD BE APPROPRIATE TO GRANT "TRANSITION CREDITS" IN ORDER TO MITIGATE THE NEGATIVE IMPACT OF THE CHANGE ON THEIR RETIREMENT BENEFITS. THIS IS A COMMON APPROACH EMPLOYED BY OTHER ORGANIZATIONS UNDERGOING A SIMILAR TRANSITION. THE TRANSITION CREDITS VEST IN ACCORDANCE WITH THE TERMS OF THE DC SERP (I.E., AFTER THREE YEARS) AND ARE PAID TO THE EXECUTIVE UPON VESTING. NQDC SERP PLANS PRIOR TO 2014 PRIOR TO 2014, THE RELATED ORGANIZATION'S NQDC SERP PLAN PROVIDED A BENEFIT TO ELIGIBLE PARTICIPANTS BASED ON A PERCENTAGE OF THEIR BASE COMPENSATION. THE VESTING PERIOD IS 5 YEARS OR WHEN THE PARTICIPANT IS AGE 65 OR OLDER. THERE WERE NO CONTRIBUTIONS TO THIS PLAN AFTER DECEMBER 31, 2013. FOR AMOUNTS CONTRIBUTED TO THE NQDC SERP PLAN PRIOR TO 2014, VESTED AMOUNTS ARE PAYABLE UPON THE END OF EMPLOYMENT. THE VESTED AMOUNTS WITHDRAWN INCLUDE AMOUNTS PREVIOUSLY TAXED TO THE RECIPIENT AND AMOUNTS TAXABLE TO THE RECIPIENT IN THE CURRENT YEAR. THE TAXABLE AMOUNTS ARE INCLUDED ON THE RECIPIENT'S W-2. ANY DISTRIBUTIONS FROM THIS PLAN ARE REPORTED BELOW. IN 2019, THE RELATED ORGANIZATION CONSOLIDATED FOUR NON QUALIFED DEFERRED COMPENSATION PLANS INTO ONE PLAN. AS PART OF THIS EFFORT, ALL VESTED BALANCES FROM THE SERP PLANS PRIOR TO 2014 WERE PAID TO THE PARTICIPANTS IN 2020. THERE ARE NO REMAINING PARTICIPANTS IN THE LEGACY PLANS. NQDC SERP PLANS STARTING IN 2014 STARTING IN 2014, THE RELATED ORGANIZATION'S NQDC SERP PLAN PROVIDED A BENEFIT TO ELIGIBLE PARTICIPANTS BASED ON A PERCENTAGE OF THEIR BASE COMPENSATION. THE VESTING PERIOD IS ROLLING 3 YEARS OR WHEN THE PARTICIPANT IS AGE 65 OR OLDER. THERE WERE NO CONTRIBUTIONS TO THIS PLAN BEFORE JANUARY 1, 2014. ANY DISTRIBUTIONS FROM THIS PLAN ARE REPORTED BELOW. STARTING IN 2014, FOR CONTRIBUTIONS TO THE NQDC SERP PLAN, CERTAIN PARTICIPANTS ARE VESTED OR BECAME VESTED IN THE PLAN DURING 2022. VESTED AMOUNTS ARE PAYABLE TO THE RECIPIENT. THE VESTED AMOUNTS ARE TAXABLE TO THE RECIPIENT IN THE CURRENT YEAR. THE TAXABLE AMOUNTS ARE INCLUDED ON THE RECIPIENT'S W-2. THE AMOUNTS WITHDRAWN FROM THE NQDC SERP PLANS IN 2022 WERE: BRYAN JOHNSON - $32,319, TERRI CHINN - $29,421, ANDREW JONES - $42,755, SHAWN DUFFORD - $324,506, DANIEL PRINSTER - $25,525. IN ACCORDANCE WITH THE REQUIREMENTS OF SCHEDULE J, DEFERRED COMPENSATION EARNED OVER THE VESTING PERIOD IS REPORTED IN COLUMN C AND ANY AMOUNTS VESTED/PAID FROM A DEFERRED COMPENSATION PLAN ARE REPORTED IN COLUMN B(III). THUS, THE SAME AMOUNT WOULD BE REPORTED TWICE (FIRST WHEN IT ACCRUED DURING THE VESTING PERIOD AND AGAIN WHEN IT IS VESTED/PAID). THIS RESULTS IN THE APPEARANCE OF CERTAIN EXECUTIVES RECEIVING MORE THAN THEY ARE ACTUALLY PAID FROM THE DEFERRED COMPENSATION PLANS. COLUMN F IS INTENDED TO RECONCILE THIS DUPLICATION (BY REPORTING AMOUNTS INCLUDED IN COLUMN B(III) THAT HAD BEEN REPORTED AS DEFERRED COMPENSATION ON A SCHEDULE J FOR A PREVIOUS YEAR). HOWEVER, THE SIGNIFICANCE OF THE AMOUNTS LISTED IN COLUMN F IS OFTEN OVERLOOKED AND GIVEN THE COMPLEXITY OF THE SCHEDULE J REPORTING REQUIREMENTS, THE AMOUNTS SHOWN ARE EASILY MISUNDERSTOOD. TO DETERMINE TOTAL AMOUNT EARNED (RATHER THAN THE AMOUNT VESTED/PAID OUT) DURING THE YEAR, SUBTRACT THE AMOUNT IN COLUMN F FROM COLUMN E. PART I, LINE 7 THE AT-RISK COMPENSATION (ARC) PLAN WAS ESTABLISHED TO ENABLE SCL HEALTH TO ATTRACT AND ENGAGE QUALIFIED LEADERS AND TO PROVIDE SUCH LEADERS WITH AN ADDITIONAL PERFORMANCE COMPENSATION OPPORTUNITY TO PROMOTE AND FURTHER ITS CHARITABLE MISSION AND STRATEGIC IMPERATIVES. THE PLAN OPERATES ON A CALENDAR-YEAR BASIS AND AWARD OPPORTUNITIES ARE A PERCENTAGE OF LEADERS' BASE PAY AS DETERMINED BY THEIR MANAGEMENT LEVEL AT SCL HEALTH. ACTUAL AWARDS WILL BE PAID OUT BASED ON ATTAINMENT OF SELECTED SCL HEALTH BOARD-APPROVED GOALS, INCLUDING EBIDA (EARNINGS BEFORE INTEREST, DEPRECIATION AND AMORTIZATION), STEWARDSHIP, QUALITY, PATIENT AND ASSOCIATE SAFETY, AND PATIENT EXPERIENCE AND FULFILLMENT OF OUR MISSION. AWARDS ARE BASED ON THE BOARD'S DETERMINATION ON HOW WELL THE HEALTH CARE SYSTEM PERFORMS RELATIVE TO THE PLAN'S STATED PERFORMANCE STANDARDS AND THE WEIGHT GIVEN TO EACH OF THE PERFORMANCE MEASURES AS DEFINED FOR THAT PLAN YEAR. THE AT RISK COMPENSATION PLAN SHALL BE INTERPRETED, APPLIED AND ADMINISTERED AT ALL TIMES IN ACCORDANCE WITH CODE SECTION 409A AND GUIDANCE ISSUED THEREUNDER. THE HEALTH CARE SYSTEM RESERVES THE RIGHT TO AMEND OR TERMINATE THIS PLAN AT ANY TIME FOR ANY REASON. ADDITIONAL OFFICER AND BOARD DISCLOSURES ON APRIL 1, 2022, SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. AFFLIATED WITH INTERMOUNTAIN HEALTH CARE, INC., CREATING A MODEL HEALTH SYSTEM THAT PROVIDES HIGH-QUALITY, ACCESSIBLE, AND AFFORDABLE HEALTHCARE TO COMMUNITIES IN UTAH, IDAHO, NEVADA, COLORADO, MONTANA, WYOMING, AND KANSAS. THE ORGANIZATION EMPLOYS NEARLY 60,000 CAREGIVERS, OPERATES 33 HOSPITALS (INCLUDING ONE VIRTUAL HOSPITAL), AND RUNS HUNDREDS OF CLINICS, WHILE PROVIDING HEALTH INSURANCE TO OVER ONE MILLION PEOPLE IN UTAH, IDAHO AND NEVADA. INTERMOUNTAIN HEALTH CARE, INC. AND RELATED TAX-EXEMPT ORGANIZATIONS ADHERE TO GOVERNANCE EXCELLENCE STANDARDS INCLUDING ACCOUNTABILITY. IN KEEPING WITH INTERMOUNTAIN HEALTH CARE, INC.'S CORE VALUE OF STEWARDSHIP, INTERMOUNTAIN HEALTH CARE, INC.'S BOARD COMPENSATION COMMITTEE (COMMITTEE) HAS RETAINED THE SERVICES OF AN INDEPENDENT COMPENSATION ADVISOR. THE COMPENSATION ADVISOR IS RESPONSIBLE FOR ADVISING THE COMMITTEE ON ALL MATTERS RELATING TO EXECUTIVE COMPENSATION INCLUDING SUPPORTING THE COMMITTEE'S EFFORTS TO ENSURE THAT THE LEVEL OF COMPENSATION PROVIDED OFFICERS AND SENIOR MANAGEMENT IS REASONABLE, APPROPRIATE AND CONSISTENT WITH THE PAY PHILOSOPHY SET BY THE BOARD. THE SISTERS WHO SERVE AS OFFICERS AND/OR BOARD MEMBERS ARE MEMBERS OF THE SISTERS OF CHARITY OF LEAVENWORTH (A RELIGIOUS ORDER OF WOMEN). THE SISTERS HAVE TAKEN VOWS OF POVERTY AND RECEIVE NO COMPENSATION, EXPENSE ACCOUNT ALLOWANCE, OR CONTRIBUTIONS TO BENEFIT PLANS FOR THEIR SERVICES TO THE HEALTH CARE SYSTEM. HOWEVER, A PAYMENT IS MADE DIRECTLY TO THE SISTERS OF CHARITY OF LEAVENWORTH FOR THE SERVICES OF THOSE WHO PERFORM PROFESSIONAL, ADMINISTRATIVE, AND OTHER SUCH SERVICES. MICHELLE SHIAO SEE PART V 283918 EMPLOYMENT - TEYEN SHIAO IS THE SPOUSE OF AN EMPLOYEE OF ST. MARY'S HOSPITAL & MEDICAL CENTER, INC. 0 FORM 990, PAGE 1, BOX J ORGANIZATION WEBSITE: WWW.SCLHEALTH.ORG/LOCATIONS/ST-MARYS-MEDICAL-CENTER/ FORM 990, PART V, LINE 1A EXPLANATION FOR NUMBER REPORTED IN BOX 3 OF FORM 1096 THE ORGANIZATION'S EXPENSES ARE PAID BY A RELATED 501(C)(3) TAX-EXEMPT ORGANIZATION. THE RELATED ORGANIZATION FILES THE REQUIRED FORM 1096 AND RELATED 1099 TAX FORMS FOR ANY EXPENDITURE THAT REQUIRES A FORM 1099 TO BE FILED. FORM 990, PART VI, SECTION A, LINE 4 SIGNIFICANT CHANGES TO ITS GOVERNING DOCUMENTS SINCE THE PRIOR FORM 990 SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. ("SCLHS"), THE SOLE MEMBER OF ST. MARY'S HOSPITAL & MEDICAL CENTER, INC., AFFILIATED WITH INTERMOUNTAIN HEALTH CARE, INC. ("INTERMOUNTAIN") EFFECTIVE APRIL 1, 2022. AS A RESULT, THE GOVERNING DOCUMENTS OF ST. MARY'S HOSPITAL & MEDICAL CENTER, INC. WERE UPDATED TO REFLECT THE NEW PARENT ORGANIZATION, INTERMOUNTAIN AS A MEMBER OF SCLHS, HOWEVER SCLHS CONTINUES TO BE THE SOLE MEMBER OF ST. MARY'S HOSPITAL & MEDICAL CENTER, INC.. AS A RESULT OF THE AFFILIATION BETWEEN SCLHS AND INTERMOUNTAIN, RESERVED POWERS ARE HELD BY BOTH SCLHS AND INTERMOUNTAIN. SCLHS HAS THE POWER TO APPOINT TRUSTEES TO THE BOARD OF DIRECTORS, SUBJECT TO RATIFICATION BY INTERMOUNTAIN. RESERVED POWERS HELD BY INTERMOUNTAIN INCLUDE THE FOLLOWING: - ESTABLISH THE MISSION, VISION, AND VALUES FOR THE CORPORATION; - DEVELOP, ADOPT, AND OVERSEE STRATEGY, GOALS, OBJECTIVES, POLICIES, STANDARDS, AND GUIDELINES FOR THE CORPORATION; - ADOPT, AMEND, OR REPEAL THE GOVERNING DOCUMENTS OF THE CORPORATION; - FIX THE NUMBER OF TRUSTEES OF THE BOARD AND APPOINT AND REMOVE TRUSTEES TO AND FROM THE BOARD; - APPOINT AND REMOVE THE TRUSTEES, DIRECTORS, MANAGERS, OR BOARD OFFICERS OF THE CORPORATION; - PROVIDE FOR THE OVERALL MANAGEMENT OF THE CORPORATION, INCLUDING APPOINTING, OVERSEEING, AND REMOVING THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OF THE CORPORATION; - OVERSEE AUDIT AND COMPLIANCE, CLINICAL EXCELLENCE, COMPENSATION, FINANCE, INVESTMENT, NOMINATING AND GOVERNANCE, AND ANY OTHER NEEDED FUNCTIONS FOR THE PROPER OPERATION OF THE CORPORATION; - OVERSEE THE MEDICAL GROUPS OF THE SYSTEM IN A MANNER TO ENCOURAGE THE DELIVERY OF COST-EFFECTIVE PROFESSIONAL SERVICES TO PATIENTS SERVED AND, IN ACCORDANCE WITH APPLICABLE STATE LAW, OVERSEE CLINICAL PRACTICE AND EVIDENCED-BASED MEDICINE; - APPROVE THE ACQUISITION OF ASSETS, INCURRENCE OF INDEBTEDNESS, SALE, LEASE, TRANSFER, ASSIGNMENT, OR ENCUMBRANCE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION; - APPROVE ANY MERGER, CHANGE OF CONTROL, DISSOLUTION, OR CORPORATE RESTRUCTURING OF THE CORPORATION; - OVERSEE THE ACQUISITION OR FORMATION OF ANY NEW SUBSIDIARY OF THE CORPORATION; AND - DIRECT FINANCES AND INVESTMENTS OF THE CORPORATION, INCLUDING CONTROLS, OPERATING AND CAPITAL BUDGETS, INTERCOMPANY TRANSFERS OR LOANS, AND SELECTION AND REMOVAL OF EXTERNAL AUDITORS. AS PART OF THE MERGER, CERTAIN PROTECTIONS WERE INCLUDED IN THE BYLAWS TO ENSURE THE SCLHS CATHOLIC ENTITIES WERE ABLE TO RETAIN THEIR CATHOLICITY, WHICH MAY NOT BE NEGATED, RESTRICTED, RESCINDED, REVOKED, SUSPENDED, TERMINATED, ALTERED OR AMENDED WITHOUT THE APPROVAL OF LEAVEN MINISTRIES. THE CATHOLIC PROTECTIONS INCLUDE EACH SCL CATHOLIC ENTITY RETAINING THEIR CATHOLIC MISSION AND ALL CATHOLIC MORAL PRINCIPLES, POLICIES, AND PRACTICES THAT ARE REQUIRED BY THE CATHOLIC CHURCH, CONTINUE TO BE SUBJECT TO THE ETHICAL AND RELIGIOUS DIRECTIVES FOR CATHOLIC HEALTH CARE SERVICES AS ADOPTED AND AMENDED BY THE UNITED STATES CONFERENCE OF CATHOLIC BISHOPS, RETAIN THE CATHOLIC REFERENCES IN EACH SCL ENTITY NAME, WILL NOT PERFORM ANY MEDICAL PROCEDURE, CLINICAL INTERVENTION, OR USE ANY DEVICE OR PRODUCT THAT HAS BEEN DEEMED MORALLY OBJECTIONABLE BY THE CHURCH'S TEACHINGS. RESERVED POWERS GRANTED TO LEAVEN MINISTRIES INCLUDE THE FOLLOWING: - TO APPROVE THE ADOPTION, AMENDMENT OR REPEAL OF THE CIVIL ARTICLES OF INCORPORATION OR BYLAWS OF SCLHS, OF ANY CIVIL CORPORATION OF WHICH SCLHS IS THE CONTROLLING MEMBER, AND OF ANY SUBSIDIARY CORPORATION OF SCLHS; - TO FIX THE NUMBER AND APPOINT THE MEMBERS OF THE BOARD OF TRUSTEES OF SCLHS; - TO REMOVE, WITH OR WITHOUT CAUSE, ANY MEMBER OF THE BOARD OF TRUSTEES OF SCLHS; - TO APPROVE FOR SCLHS, ANY CORPORATION OF WHICH SCLHS IS THE CONTROLLING MEMBER, OR ANY SUBSIDIARY CORPORATION OF SCLHS, THE INCURRENCE OF INDEBTEDNESS OR THE SALE, TRANSFER, ASSIGNMENT, OR ENCUMBERING OF THE ASSETS, PURSUANT TO POLICIES ESTABLISHED FROM TIME TO TIME BY THE MEMBERS OF LEAVEN MINISTRIES; - TO APPROVE ANY OTHER ACTION WHICH, IN ACCORDANCE WITH THE CIVIL CORPORATE DOCUMENTS GOVERNING SCLHS IS RESERVED TO THE MEMBERS OF LEAVEN MINISTRIES; - TO APPROVE ANY ALIENATION, SALE, GIFT OR OTHER TRANSFER OF THE REAL PROPERTY HELD BY ANY SCLHS CATHOLIC ENTITY THAT CONSTITUTES ECCLESIASTICAL GOODS; - TO APPROVE ANY DISSOLUTION, FILING OF A BANKRUPTCY PETITION, MERGER, CONSOLIDATION OR CHANGE OF MAJORITY CONTROL OF ANY SCLHS CATHOLIC ENTITY; - TO APPROVE ANY MORTGAGE OR OTHER SECURITY INSTRUMENT THAT DIRECTLY ENCUMBERS THE REAL PROPERTY OF ANY SCLHS CATHOLIC ENTITY THAT CONSTITUTES ECCLESIASTICAL GOODS; - TO MONITOR, OVERSEE AND ENFORCE THE CATHOLIC PROTECTIONS INCLUDING THOSE ON-GOING OBLIGATIONS OF THE CONSOLIDATED SYSTEM PARENT SET FORTH IN THE MERGER AGREEMENT THAT ARE FOR THE BENEFIT OF LEAVEN MINISTRIES; AND - TO APPROVE ANY ALTERATION, REVOCATION, SUSPENSION, OR OTHER TERMINATION OR MODIFICATION OF THE RESERVED POWERS SET FORTH HEREIN. IN THE EVENT ANY CONFLICTS ARISE BETWEEN THE ENTITY BYLAWS AND EITHER THE CATHOLIC PROTECTIONS OR LEAVEN RESERVED POWERS, THE CATHOLIC PROTECTIONS AND LEAVEN RESERVED POWERS WILL CONTROL. THE TAX-EXEMPT PURPOSE OF ST. MARY'S HOSPITAL & MEDICAL CENTER, INC. WAS UPDATED TO INCLUDE THE FURTHERANCE OF THE TAX-EXEMPT PURPOSES OF INTERMOUNTAIN. THE MAXIMUM NUMBER OF BOARD MEMBERS WAS INCREASED FROM 17 TO 22 TO PROVIDE ADDITIONAL FLEXIBILITY MOVING FORWARD. THE TERM THE BOARD CHAIR MAY SERVE WAS EXTENDED FROM 2 YEARS TO 3 YEARS. THE DISSOLUTION CLAUSE WAS UPDATED TO THE NEW ORGANIZATIONAL PARENT, INTERMOUNTAIN, WHO REPLACED SCLHS. CHANGES TO THE GOVERNING DOCUMENTS MAY BE PROPOSED BY THE MEMBER, BUT NEED TO BE APPROVED BY THE INTERMOUNTAIN BOARD, PRIOR TO ADOPTION. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OR STOCKHOLDERS: SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. IS THE SOLE MEMBER OF ST. MARY'S HOSPITAL & MEDICAL CENTER, INC. FORM 990, PART VI, SECTION A, LINE 7A POWER TO ELECT OR APPOINT MEMBERS SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC., THE SOLE MEMBER OF ST. MARY'S HOSPITAL & MEDICAL CENTER, INC., HAS THE POWER TO APPOINT MEMBERS OF THE ST. MARY'S HOSPITAL & MEDICAL CENTER, INC. BOARD OF DIRECTORS, SUBJECT TO THE RATIFICATION BY THE BOARD OF INTERMOUNTAIN HEALTH CARE, INC. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS RESERVED TO MEMBERS OR STOCKHOLDERS WHILE SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. ("SCLHS") IS THE SOLE MEMBER OF ST. MARY'S HOSPITAL & MEDICAL CENTER, INC., RESERVED POWERS ARE PRIMARILY HELD BY INTERMOUNTAIN HEALTH CARE, INC. ("INTERMOUNTAIN"), WHO AS A RESULT OF MERGER, IS A MEMBER OF SCLHS. SCLHS, HAS THE POWER TO APPOINT TRUSTEES TO THE BOARD OF DIRECTORS, WHICH ARE SUBJECT TO RATIFICATION BY INTERMOUNTAIN. RESERVED POWERS HELD BY INTERMOUNTAIN INCLUDE: - ESTABLISH THE MISSION, VISION, AND VALUES FOR THE CORPORATION; - DEVELOP, ADOPT, AND OVERSEE STRATEGY, GOALS, OBJECTIVES, POLICIES, STANDARDS, AND GUIDELINES FOR THE CORPORATION; - ADOPT, AMEND, OR REPEAL THE GOVERNING DOCUMENTS OF THE CORPORATION; - FIX THE NUMBER OF TRUSTEES OF THE BOARD AND APPOINT AND REMOVE TRUSTEES TO AND FROM THE BOARD; - APPOINT AND REMOVE THE TRUSTEES, DIRECTORS, MANAGERS, OR BOARD OFFICERS OF THE CORPORATION; - PROVIDE FOR THE OVERALL MANAGEMENT OF THE CORPORATION, INCLUDING APPOINTING, OVERSEEING, AND REMOVING THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OF THE CORPORATION; - OVERSEE AUDIT AND COMPLIANCE, CLINICAL EXCELLENCE, COMPENSATION, FINANCE, INVESTMENT, NOMINATING AND GOVERNANCE, AND ANY OTHER NEEDED FUNCTIONS FOR THE PROPER OPERATION OF THE CORPORATION; - OVERSEE THE MEDICAL GROUPS OF THE SYSTEM IN A MANNER TO ENCOURAGE THE DELIVERY OF COST-EFFECTIVE PROFESSIONAL SERVICES TO PATIENTS SERVED AND, IN ACCORDANCE WITH APPLICABLE STATE LAW, OVERSEE CLINICAL PRACTICE AND EVIDENCED-BASED MEDICINE; THE OTHER MEMBER OF SCLHS IS LEAVEN MINISTRIES, WHO WAS GRANTED THE FOLLOWING RESERVED POWERS: - TO APPROVE THE ADOPTION, AMENDMENT OR REPEAL OF THE CIVIL ARTICLES OF INCORPORATION OR BYLAWS OF SCLHS, OF ANY CIVIL CORPORATION OF WHICH SCLHS IS THE CONTROLLING MEMBER, AND OF ANY SUBSIDIARY CORPORATION OF SCLHS; - TO FIX THE NUMBER AND APPOINT THE MEMBERS OF THE BOARD OF TRUSTEES OF SCLHS; - TO REMOVE, WITH OR WITHOUT CAUSE, ANY MEMBER OF THE BOARD OF TRUSTEES OF SCLHS; - TO APPROVE FOR SCLHS, ANY CORPORATION OF WHICH SCLHS IS THE CONTROLLING MEMBER, OR ANY SUBSIDIARY CORPORATION OF SCLHS, THE INCURRENCE OF INDEBTEDNESS OR THE SALE, TRANSFER, ASSIGNMENT, OR ENCUMBERING OF THE ASSETS, PURSUANT TO POLICIES ESTABLISHED FROM TIME TO TIME BY THE MEMBERS OF LEAVEN MINISTRIES; - TO APPROVE ANY OTHER ACTION WHICH, IN ACCORDANCE WITH THE CIVIL CORPORATE DOCUMENTS GOVERNING SCLHS IS RESERVED TO THE MEMBERS OF LEAVEN MINISTRIES; - TO APPROVE ANY ALIENATION, SALE, GIFT OR OTHER TRANSFER OF THE REAL PROPERTY HELD BY ANY SCLHS CATHOLIC ENTITY THAT CONSTITUTES ECCLESIASTICAL GOODS; - TO APPROVE ANY DISSOLUTION, FILING OF A BANKRUPTCY PETITION, MERGER, CONSOLIDATION OR CHANGE OF MAJORITY CONTROL OF ANY SCLHS CATHOLIC ENTITY; - TO APPROVE ANY MORTGAGE OR OTHER SECURITY INSTRUMENT THAT DIRECTLY ENCUMBERS THE REAL PROPERTY OF ANY SCLHS CATHOLIC ENTITY THAT CONSTITUTES ECCLESIASTICAL GOODS; - TO MONITOR, OVERSEE AND ENFORCE THE CATHOLIC PROTECTIONS INCLUDING THOSE ON-GOING OBLIGATIONS OF THE CONSOLIDATED SYSTEM PARENT SET FORTH IN THE MERGER AGREEMENT THAT ARE FOR THE BENEFIT OF LEAVEN MINISTRIES; AND - TO APPROVE ANY ALTERATION, REVOCATION, SUSPENSION, OR OTHER TERMINATION OR MODIFICATION OF THE RESERVED POWERS SET FORTH HEREIN. IN THE EVENT ANY CONFLICTS ARISE BETWEEN THE RESERVED POWERS GRANTED TO LEAVEN MINISTRIES AND THOSE OF INTERMOUNTAIN, THE LEAVEN RESERVED POWERS WILL CONTROL. FORM 990, PART VI, SECTION B, LINE 11B PROCESS USED TO REVIEW THE FORM 990 THE FORM 990 IS PREPARED BY THE TAX DEPARTMENT OF THE HEALTH CARE SYSTEM. THE FORM 990 IS REVIEWED BY CERTAIN MEMBERS OF SENIOR MANAGEMENT. A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO THE FILING OF THE FORM 990 WITH THE INTERNAL REVENUE SERVICE. ANY QUESTIONS ARE ADDRESSED TO THE TAX DEPARTMENT PRIOR TO FILING THE FORM 990 WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND ENFORCEMENT OF COMPLIANCE WITH CONFLICT OF INTEREST POLICY: ST. MARY'S HOSPITAL & MEDICAL CENTER, INC. AND SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. (COLLECTIVELY REFERRED TO AS SCL HEALTH), REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES ITS CONFLICT OF INTEREST POLICY BY PROVIDING EDUCATION AND TRAINING FOR ITS EMPLOYEES, OFFICERS AND DIRECTORS. PERSONS CONSIDERED TO BE IN AN INFLUENTIAL POSITION, SUCH AS BOARD MEMBERS, OFFICERS, PHYSICIANS, EXECUTIVES AND DIRECTOR LEVEL MANAGERS ARE ALL REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT UPON HIRE/APPOINTMENT AND ON AN ANNUAL BASIS TO DISCLOSE ANY POTENTIAL CONFLICT ISSUES. THESE STATEMENTS ARE CAREFULLY REVIEWED BY THE SCL HEALTH INTEGRITY AND COMPLIANCE DEPARTMENT AND APPROPRIATE LEADERSHIP. THE BUSINESS AND AFFAIRS OF SCL HEALTH WILL AT ALL TIMES BE CONDUCTED IN A MANNER THAT IS SOLELY IN THE BEST INTERESTS OF SCL HEALTH AND NOT BE INFLUENCED BY CONFLICTING INTERESTS OF PERSONS RESPONSIBLE FOR ADMINISTERING THOSE AFFAIRS. THE EXISTENCE OF ANY CONFLICTS OF INTEREST WILL BE DISCLOSED AND THE PROCEDURES SET FORTH HEREIN WILL BE FOLLOWED. CERTAIN TRANSACTIONS DETERMINED TO CONSTITUTE A CONFLICT OF INTEREST ARE PROHIBITED. ANY PERSON IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER SCL HEALTH IS CONSIDERED AN INTERESTED PERSON. THIS TERM INCLUDES, BUT IS NOT LIMITED TO THE FOLLOWING: - BOARD MEMBERS, BOARD COMMITTEE MEMBERS, OFFICERS AND DIRECTORS; - SENIOR LEADERS AND EXECUTIVES (CEO, PRESIDENT, SVP, VP, EXECUTIVE DIRECTORS); - EMPLOYED PHYSICIANS AND PHYSICIANS IN MEDICAL STAFF LEADERSHIP ROLES (E.G., DEPARTMENT CHAIRS, MEMBERS OF MEDICAL STAFF COMMITTEES); - MEDICAL DIRECTORS OF CLINICAL PROGRAMS THAT ASSESS, REVIEW, RECOMMEND OR REQUEST PURCHASE OF ANY SPECIFIC PHARMACEUTICAL PRODUCTS, MEDICAL DEVICES, SUPPLIES AND/OR EQUIPMENT; - DEPARTMENT DIRECTORS; AND - OTHER SELECT INDIVIDUALS IDENTIFIED BY LEADERSHIP WHICH MAY INCLUDE, BUT IS NOT LIMITED TO, SUPPLY CHAIN AND FINANCE. UPON BECOMING AN INTERESTED PERSON AND ON AN ANNUAL BASIS, INTERESTED PERSONS ARE REQUIRED TO DISCLOSE ANY RELATIONSHIPS THAT CONSTITUTE OR MIGHT LEAD TO A CONFLICT OF INTEREST BY COMPLETING THE CURRENT CONFLICT OF INTEREST AND GIFT DISCLOSURE STATEMENT ("STATEMENT") AS APPROVED BY THE CHIEF INTEGRITY AND COMPLIANCE OFFICER. THE CHIEF INTEGRITY AND COMPLIANCE OFFICER WILL OVERSEE THE REVIEW OF THE STATEMENTS AND THE RESOLUTION OF ANY IDENTIFIED CONFLICTS OF INTEREST AND ALERT THE SUPERVISOR AND/OR BOARD CHAIR. WHEN AN INTERESTED PERSON BECOMES AWARE OF A CONFLICT OF INTEREST WHICH HAS NOT BEEN DISCLOSED ON A STATEMENT, HE OR SHE SHALL CONTACT THE LOCAL COMPLIANCE AND PRIVACY OFFICER OR THE CHIEF INTEGRITY AND COMPLIANCE OFFICER, COMPLETE A DISCLOSURE, AND RETURN IT TO THE SCL HEALTH INTEGRITY AND COMPLIANCE DEPARTMENT. WHENEVER AN INTERESTED PERSON BECOMES AWARE THAT AN ARRANGEMENT WITH RESPECT TO WHICH HE OR SHE HAS A CONFLICT OF INTEREST IS BEING CONSIDERED, THE INTERESTED PERSON MUST DISCLOSE ALL MATERIAL FACTS CONCERNING THE EXISTENCE AND NATURE OF THE CONFLICT OF INTEREST TO HIS OR HER SUPERVISOR OR TO THE APPLICABLE BOARD OR COMMITTEE CHAIR, EVEN IF THE CONFLICT OF INTEREST HAS BEEN PREVIOUSLY DISCLOSED. THE INTERESTED PERSON'S LOCAL COMPLIANCE AND PRIVACY OFFICER AND/OR SUPERVISOR/BOARD OR COMMITTEE CHAIR WILL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. PERSON(S) RESPONSIBLE FOR THE DETERMINATION SHOULD OBTAIN FURTHER GUIDANCE FROM THE SCL HEALTH INTEGRITY AND COMPLIANCE OR LEGAL DEPARTMENTS. UPON MAKING HIS OR HER DISCLOSURE, THE INTERESTED PERSON WILL LEAVE THE MEETING OR OTHERWISE REMOVE HIM OR HERSELF FROM THE DELIBERATIONS OR OTHER DECISION-MAKING PROCESS UNTIL SUCH TIME AS A DETERMINATION IS REACHED. IF A DETERMINATION HAS BEEN MADE THAT NO CONFLICT OF INTEREST EXISTS, THE INTERESTED PERSON MAY BE PRESENT AND PARTICIPATE IN THE DELIBERATION REGARDING THE TRANSACTION OR ARRANGEMENT. HOWEVER, IF AN INTERESTED PERSON HAS BEEN DETERMINED TO HAVE A CONFLICT OF INTEREST, HE OR SHE MAY NOT PARTICIPATE IN THE DELIBERATION OR DECISION REGARDING THE TRANSACTION OR ARRANGEMENT; BE PRESENT DURING THE DELIBERATION OR DECISION-MAKING; OR BE ALLOWED TO MAKE A PRESENTATION PRIOR TO THE DELIBERATION AND DECISION-MAKING ACTIVITIES. WHEN AN INTERESTED PERSON HAS A CONFLICT OF INTEREST, THE DECISION-MAKER/DECISION-MAKING BODY CONSIDERING THE TRANSACTION OR ARRANGEMENT WILL TAKE REASONABLE MEASURES, PRIOR TO APPROVING OR ENTERING INTO THE TRANSACTION OR ARRANGEMENT, TO ENSURE THAT THE PROPOSAL IS IN SCL HEALTH'S BEST INTERESTS. THE PROPOSED TRANSACTION OR ARRANGEMENT MAY PROCEED IF THE DECISION-MAKER/DECISION-MAKING BODY, AFTER HAVING BEEN FULLY INFORMED OF THE MATERIAL FACTS ESTABLISHING THE CONFLICT OF INTEREST, DETERMINES THAT THE TRANSACTION OR ARRANGEMENT IS IN SCL HEALTH'S BEST INTERESTS AND IS FAIR AND REASONABLE. A MAJORITY VOTE OF THE DISINTERESTED DECISION-MAKERS IS REQUIRED WHEN A DETERMINATION IS MADE BY A BOARD, COMMITTEE OR OTHER DECISION-MAKING BODY. MANAGEMENT OF POTENTIAL CONFLICTS IS DONE BY THE CHIEF INTEGRITY AND COMPLIANCE OFFICER AND/OR CARE SITE COMPLIANCE AND PRIVACY OFFICERS AND REPORTED ANNUALLY TO THE CARE SITE LEADERSHIP COMMITTEES AND/OR AUDIT AND COMPLIANCE COMMITTEES. ANY REPORTED CONFLICTS OR POTENTIAL CONFLICTS WILL ALSO BE REPORTED TO AND REVIEWED BY THE HEALTH CARE SYSTEM'S TAX DEPARTMENT FOR COMPLIANCE WITH THE FORM 990 TAX RETURN. FORM 990, PART VI, SECTION B, LINE 15 FORM 990, PART VI, SECTION B (POLICIES) LINES 15(A) & 15(B) COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR THE ORGANIZATION'S OFFICERS AND SENIOR MANAGEMENT ARE PAID BY A RELATED ORGANIZATION, SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. (SCL HEALTH). COMPENSATION FOR THE OFFICERS AND SENIOR MANAGEMENT IS MANAGED BY THE INTERMOUNTAIN HEALTH CARE, INC. BOARD COMPENSATION COMMITTEE (COMMITTEE) ON BEHALF OF SCL HEALTH AND ALL OF ITS AFFILIATES. THE COMMITTEE REVIEWS AND APPROVES COMPENSATION ARRANGEMENTS OF THE OFFICERS AND SENIOR MANAGEMENT AND MAKES RECOMMENDATIONS TO INTERMOUNTAIN HEALTH CARE, INC.'S BOARD FOR APPROVAL OF ANY CHANGES TO COMPENSATION FOR THE OFFICERS AND SENIOR MANAGEMENT. THE COMMITTEE'S REVIEW IS CONDUCTED IN A MANNER THAT IS INTENDED TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE INTERMEDIATE SANCTIONS RULES OF INTERNAL REVENUE CODE SECTION 4958. THE COMMITTEE CONDUCTS THE REVIEW WITH THE ASSISTANCE OF AN EXPERIENCED AND INDEPENDENT COMPENSATION CONSULTING FIRM THAT HAS DEEP NATIONAL EXPERTISE IN HEALTH SYSTEMS' EXECUTIVE COMPENSATION PROGRAMS AND LEVELS. THE COMMITTEE OBTAINS AND RELIES UPON CURRENT, COMPARABLE MARKET DATA FOR PEER ORGANIZATIONS PRIOR TO MAKING COMPENSATION RELATED DECISIONS. THE INFORMATION REVIEWED INCLUDES COMPENSATION LEVELS PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR FUNCTIONALLY COMPARABLE POSITIONS, THE AVAILABILITY OF SIMILAR SERVICES IN THE GEOGRAPHIC AREA SERVED BY INTERMOUNTAIN HEALTH CARE, INC. AND CURRENT COMPENSATION SURVEYS COMPILED BY AN INDEPENDENT FIRM. CONSISTENT WITH THE PAY PHILOSOPHY SET BY INTERMOUNTAIN HEALTH CARE, INC.'S BOARD, THE COMMITTEE EMPHASIZES THE IMPORTANCE OF ENSURING TOTAL REMUNERATION IS REASONABLE AND APPROPRIATE WHEN REVIEWING AND MAKING RECOMMENDATIONS WITH RESPECT TO COMPENSATION PACKAGES FOR THE OFFICERS AND SENIOR MANAGEMENT. AS PART OF THE REVIEW PROCESS, INTERMOUNTAIN HEALTH CARE, INC. USES THE FOLLOWING IN ESTABLISHING THE COMPENSATION OF OFFICERS AND SENIOR MANAGEMENT. 1) COMPENSATION COMMITTEE 2) INDEPENDENT COMPENSATION CONSULTANT 3) FORM 990 OF OTHER ORGANIZATIONS 4) WRITTEN EMPLOYMENT CONTRACTS 5) COMPENSATION SURVEYS AND STUDIES 6) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE THE ITEMS LISTED ABOVE SUPPORT THE COMPENSATION COMMITTEE'S EFFORTS TO ENSURE THAT THE LEVEL OF COMPENSATION PROVIDED TO ITS OFFICERS AND SENIOR MANAGEMENT IS REASONABLE, APPROPRIATE AND CONSISTENT WITH THE PAY PHILOSOPHY SET BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 PART VI, LINE 19 AVAILABILITY OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THE ORGANIZATION MAKES ITS CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION B, LINE 2 INDEPENDENT CONTRACTORS THE ORGANIZATION'S EXPENSES ARE PAID BY A RELATED 501(C)(3) TAX-EXEMPT ORGANIZATION. THE RELATED ORGANIZATION FILES THE REQUIRED FORM 1096 AND RELATED 1099 TAX FORMS FOR ANY EXPENDITURE THAT REQUIRES A FORM 1099 TO BE FILED. FORM 990, PART XI, LINE 9: BOOK/TAX DIFFERENCE IN JOINT VENTURE -1,297. BOOK/TAX DIFFERENCE IN PERSONAL PROPERTY EQUIPMENT RENTAL 162,176. FAIR VALUE ACQUISITION ADJUSTMENT 47,608,105. HEALTHCARE MANAGEMENT SERVICES UNRELATED BUSINESS INCOME 305. SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM INC 500 ELDORADO BLVD SUITE 4300 BROOMFIELD CO 80021 237379161 MANAGEMENT OF RELATED TAX EXEMPT HOSPITALS AND HEALTHCARE SERVICES KS 501(C)(3) LINE 12B, II INTERMOUNTAIN HEALTH CARE INC 0 SCL HEALTH FOUNDATION 500 ELDORADO BLVD SUITE 4300 BROOMFIELD CO 80021 823290526 SUPPORT RELATED TAX EXEMPT ORGANIZATIONS CO 501(C)(3) LINE 7 SCLHS 0 SCL HEALTH RESEARCH INSTITUTE INC 500 ELDORADO BLVD SUITE 4300 BROOMFIELD CO 80021 852014794 MEDICAL RESEARCH CO 501(C)(3) LINE 4 SCLHS 0 INTEGRITY HEALTH 500 ELDORADO BLVD SUITE 4300 BROOMFIELD CO 80021 474520350 SUPPORTING ORGANIZATION CO 501(C)(3) LINE 12C, III-FI SCLHS 0 BRIGHTON COMMUNITY HOSPITAL ASSOCIATION 1600 PRAIRIE CENTER PARKWAY BRIGHTON CO 80601 840482695 HOSPITAL SERVICES CO 501(C)(3) LINE 3 INTEGRITY HEALTH 0 PLATTE VALLEY MEDICAL CENTER FOUNDATION 1600 PRAIRIE CENTER PARKWAY BRIGHTON CO 80601 742255936 SUPPORTING ORGANIZATION CO 501(C)(3) LINE 12A, I BRIGHTON COMMUNITY HOSPITAL ASSOCIATION 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