2023-11-10T12:04:15-06:00 2022-12-31 990 2022-01-01 410907986 ST FRANCIS REGIONAL MEDICAL CENTER STFR 6122620660 PO BOX 43 MAIL ROUTE 10890 MINNEAPOLIS MN 554400043 AMY JERDEE PRESIDENT 6122620660 2023-11-10 AMY JERDEE 999009999 1 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z AMY JERDEE PO BOX 43 MAIL ROUTE 10890 MINNEAPOLIS MN 554400043 254293530 0 0928 X WWW.STFRANCIS-SHAKOPEE.COM X 1966 MN PROVIDE QUALITY HEALTH CARE FOR THE PEOPLE IN SCOTT, CARVER AND WESTERN DAKOTA COUNTIES, MINNESOTA. 18 13 0 122 0 0 422989 1487023 184417213 197520272 3370081 5629881 566517 549159 188776800 205186335 97996 132608 0 0 88733703 94505297 0 0 342512 86778388 95498438 175610087 190136343 13166713 15049992 229859048 220689125 61221384 52817341 168637664 167871784 X ST. FRANCIS REGIONAL MEDICAL CENTER (ST. FRANCIS) HAS A RICH TRADITION OF PROVIDING QUALITY HEALTH CARE FOR THE PEOPLE LIVING IN SCOTT, CARVER AND WESTERN DAKOTA COUNTIES OF MINNESOTA. FOUNDED BY A SMALL GROUP OF FRANCISCAN SISTERS IN 1938, ST. FRANCIS HAS GROWN FROM A SMALL COMMUNITY HOSPITAL TO A COMPREHENSIVE, HIGH-QUALITY REGIONAL MEDICAL CENTER RAPIDLY EXPANDING TO MEET THE NEEDS OF THIS FAST-GROWING AREA. LOCAL ACCESS TO HIGH-QUALITY HEALTH CARE MAKES ST. FRANCIS A VALUABLE COMMUNITY ASSET, BOTH TO THE INDIVIDUALS AND BUSINESSES IT SERVES. ST. FRANCIS CONTINUES TO PROVIDE EXCELLENT, COMPASSIONATE HEALTH CARE SERVICES WITH AN EMPHASIS ON INDIVIDUAL DIGNITY IN THE HEALING OF BODY, MIND, AND SPIRIT. THIS COMMITTMENT IS REFLECTED IN OUR MISSION STATEMENT "AT ST. FRANCIS, WE WORK TOGETHER TO PROVIDE ALL PEOPLE THE HEALING EXPERIENCE WE WOULD EXPECT FOR OURSELVES AND OUR FAMILIES." 0 0 158916036 203518985 HOSPITAL, MEDICAL AND OTHER HEALTH CARE SERVICESST.FRANCIS, LOCATED IN THE TWIN CITIES SOUTHWEST METRO IN THE CITY OF SHAKOPEE, MINNESOTA, DELIVERS HIGH QUALITY, RESPECTFUL HOSPITAL, MEDICAL AND OTHER HEALTH CARE SERVICES TO PATIENTS. AS A CATHOLIC, MISSION-DRIVEN ORGANIZATION, ST.FRANCIS IS COMMITTED TO IMPROVING THE LIFELONG HEALTH OF THE COMMUNITIES IT SERVES. ST. FRANCIS SHARES ITS CAMPUS WITH ST.GERTRUDE'S HEALTH AND REHABILITATION CENTER, ALLINA HEALTH CLINIC, PARK NICOLLET CLINIC, CANCER CENTER, DIALYSIS CENTER, EMERGENCY AND URGENT CARE, MEDICAL AND DENTISTRY, AND MANY OTHER SERVICES AND SPECIALTY CLINICS HOUSED IN ADJOINING MEDICAL OFFICE BUILDINGS. ST. FRANCIS IS JOINTLY OWNED BY ALLINA HEALTH SYSTEM, PARK NICOLLET HEALTH SERVICES, AND ESSENTIA HEALTH.IN 2022 ST. FRANCIS EXPENDED $ 159.5 MILLION TO PROVIDE MEDICAL SERVICES TO PATIENTS THAT INCLUDED OVER 5,000 INPATIENT ADMISSIONS, OVER 125,000 OUTPATIENT VISITS AND NEARLY 1,000 BIRTHS. 12502126 COSTS OF PARTICIPATING IN GOVERNMENT PROGRAMSTO PROMOTE ACCESS TO CARE FOR ALL INDIVIDUALS, ST. FRANCIS PARTICIPATES IN THE FOLLOWING PUBLIC HEALTH CARE PROGRAMS: MEDICARE, MEDICAID, MINNESOTACARE, AND GENERAL ASSISTANCE. PAYMENTS FROM THESE PROGRAMS FREQUENTLY DO NOT COVER THE COSTS ST. FRANCIS INCURS TO SERVE PROGRAM BENEFICIARIES. THE FOLLOWING IS A BREAKDOWN ON COSTS RELATED TO THESE PROGRAMS, SERVICES AND ADDITIONAL TAXES AND FEES.COSTS IN EXCESS OF MEDICARE AND MEDICAID PAYMENTSST. FRANCIS PROVIDES SERVICES TO PUBLIC PROGRAM ENROLLEES. SUCH PUBLIC PROGRAMS HAVE HISTORICALLY BEEN REIMBURSED AT AMOUNTS LESS THAN COST. IN 2022, ST. FRANCIS EXPENDED $6.9 MILLION BEYOND REIMBURSEMENTS TO PROVIDE CARE FOR MEDICARE PATIENTS AND AN ADDITIONAL $1.4 MILLION BEYOND REIMBURSEMENTS FOR MEDICAID PATIENTS.MEDICAID SURCHARGEST. FRANCIS IS A PARTICIPANT IN THE MEDICAID SURCHARGE PROGRAM. THE CURRENT PROGRAM INCLUDES A 1.56% SURCHARGE ON A HOSPITAL'S NET PATIENT REVENUE (EXCLUDING MEDICARE REVENUE). REPORTED AMOUNTS ARE NET OF ANY DISPROPORTIONATE SHARE ADJUSTMENTS. IN 2022, ST. FRANCIS PAID $1.7 MILLION FOR THE MEDICAID SURCHARGE.MINNESOTACARE TAXST. FRANCIS ALSO PARTICIPATES IN THE FUNDING OF MEDICAL CARE FOR PEOPLE WHO ARE UNINSURED THROUGH A MINNESOTACARE TAX OF 1.8% ON CERTAIN NET REVENUE. PATIENTS WHO ARE UNABLE TO GET INSURANCE THROUGH THEIR EMPLOYER ARE ELIGIBLE TO PARTICIPATE IN MINNESOTACARE. ST. FRANCIS PAID $2.4 MILLION FOR MINNESOTACARE TAX IN 2022. 3557725 -5998713 UNCOMPENSATED CARECHARITY CAREST. FRANCIS PROVIDES MEDICAL CARE WITHOUT CHARGE OR AT REDUCED COST TO RESIDENTS OF THE COMMUNITIES THAT IT SERVES THROUGH THE PROVISION OF CHARITY CARE. OUR CHARITY CARE PROGRAM KNOWN AS ALLINA HEALTH PARTNERS CARE PROGRAM WAS ESTABLISHED TO ASSIST PATIENTS WHO DO NOT QUALIFY FOR MEDICAL ASSISTANCE SUCH AS MEDICAID AND WHOSE ANNUAL INCOMES ARE AT OR BELOW 275% OF THE FEDERAL POVERTY LEVEL. CHARITY CARE DOES NOT INCLUDE BAD DEBT (CHARGES WRITTEN OFF FOR PROVIDING SERVICES TO PERSONS ABLE, BUT UNWILLING, TO PAY FOR THESE SERVICES). THROUGH THIS PROGRAM, ST. FRANCIS STRIVES TO ENSURE THAT ALL MEMBERS OF THE COMMUNITY RECEIVE QUALITY MEDICAL CARE; REGARDLESS OF ABILITY TO PAY. IN 2022, ST. FRANCIS PROVIDED $0.59 MILLION IN CHARITY CARE.UNINSURED DISCOUNT PROGRAMFOR UNINSURED PATIENTS WHO DO NOT QUALIFY FOR MEDICAID OR MEET THE FINANCIAL THRESHOLD FOR CHARITY CARE, BUT REQUIRE SOME FINANCIAL ASSISTANCE, ST. FRANCIS PROVIDES A SLIDING SCALE DISCOUNT. ALL UNINSURED PATIENTS ARE ELIGIBLE FOR A MINIMUM OF A 25 PERCENT DISCOUNT ON BILLED CHARGES AND MAY QUALIFY FOR DISCOUNTS UP TO 44 PERCENT BASED ON ELIGIBILITY CRITERIA. IN 2022, ST. FRANCIS PROVIDED $2.97 MILLION IN SUCH DISCOUNTS TO LOW-INCOME, UNINSURED INDIVIDUALS. BAD DEBTST. FRANCIS PROVIDES MEDICAL CARE TO ALL IN NEED. THERE ARE TIMES WHEN PATIENT ACCOUNT BALANCES GO UNPAID, KNOWN AS BAD DEBT. THESE BAD DEBT CHARGES IN 2022 TOTALED $6.0 MILLION. BAD DEBT EXPENSE HAS NOT BEEN INCLUDED IN FORM 990, PART IX, LINE 25 BUT HAS BEEN REPORTED AS A REDUCTION TO PATIENT SERVICE REVENUE ON FORM 990, PART VIII LINE 2B. 1777008 132608 COMMUNITY SERVICESST. FRANCIS IS COMMITTED TO SUPPORTING PROGRAMS AND SERVICES THAT ADDRESS COMMUNITY NEEDS. IN 2022, ST. FRANCIS CONTRIBUTED $0.6 MILLION TO COMMUNITY PROGRAMS AND SERVICES TO ADVANCE THE HEALTH OF THE BROADER COMMUNITY. BELOW ARE EXAMPLES OF PROGRAMS AND SERVICES ST. FRANCIS SUPPORTS WITHIN THE COMMUNITIES WE SERVE UNDER THE CATEGORIES PROVIDED BY THE CATHOLIC HEALTHCARE ASSOCIATION (CHA) AND VHA, INC. THE ACTIVITIES IMPROVE COMMUNITY HEALTH AND DO NOT GENERATE INPATIENT OR OUTPATIENT BILLS. ST. FRANCIS SUPPORTS MANY PROGRAMS THAT FALL UNDER THIS CATEGORY. A FEW EXAMPLES INCLUDE:RIVER VALLEY HEALTH SERVICES:ST. FRANCIS PROVIDES FINANCIAL SUPPORT TO RIVER VALLEY HEALTH SERVICES (RIVER VALLEY). RIVER VALLEY PROVIDES SAFE, HIGH-QUALITY PUBLIC HEALTH NURSING AND BI-LINGUAL COMMUNITY RESOURCE REFERRALS AND CASE MANAGEMENT AT SITES IN SCOTT AND CARVER COUNTIES TO PEOPLE WHO ARE UNINSURED AND UNDERINSURED. IN 2022 RIVER VALLEY CONTINUED TO MANAGE CARE FOR OVER 700 PATIENTS, PROVIDING ACCESS TO CARE AS 100% OF THE CLIENTS ARE UNINSURED OR UNDERINSURED. RIVER VALLEY HELPS PEOPLE WITH COMPLEX PROBLEMS NAVIGATE THROUGH THE COMMUNITY AGENCIES AND PROGRAMS AVAILABLE TO THEM. IN 2022, RIVER VALLEY REACHED AN ADDITIONAL 286 PEOPLE THROUGH COMMUNITY SCREENING. RIVER VALLEY HAS ADDED MEDICAL STAFF AND NOW OPERATES AS A FREE MEDICAL (NOT ONLY PUBLIC HEALTH NURSING) CLINIC. ST. FRANICS IS A PARTNER TO BEYOND NEW BEGINNINGS, SUPPORTING AND NUTURING YOUNG MOMS AND THEIR CHILDREN AS THEY GAIN SELF-SUFFICIENCY IN SAFE, STABLE HOUSING WHILE BEING ACTIVELY INVOLVED IN COMPLETING THEIR HIGH SCHOOL DIPLOMA, POST-SECONDARY EDUCATION AND/OR EMPLOYMENT IN ORDER TO BECOME HEALTHY MEMBERS OF OUR COMMUNITY. FAMILY COACHES AND MENTORS WALK ALONGSIDE THE YOUNG MOMS AND THEIR CHILDREN TO HELP THEM ACQUIRE THE LIFE SKILLS THEY NEED TO BECOME SELF-SUFFICIENT AND BREAK THE CYCLE OF POVERTY. FAMILY LIFE ESPECIALLY IS PROFOUNDLY IMPACTED BY WEEKLY BEYOND NEW BEGINNINGS PROGRAMS, WHERE MOMS LEARN HOW TO PREPARE HEALTHY AND NUTRITIOUS MEALS, USE EFFECTIVE PARENTING STRATEGIES AND MANAGE HOUSEHOLD FINANCES. THE MOMS ALSO LEARN HOW TO TAKE CARE OF THEIR OWN PHYSICAL AND MENTAL HEALTH SO THEY CAN BE A PRESENT AND POSITIVE ROLE MODEL FOR THEIR CHILDREN. IN 2022, ST. FRANCIS ALSO MADE CHARITABLE CONTRIBUTIONS TO MEET HOUSING NEEDS FOR PEOPLE LEAVING DOMESTIC VIOLENCE SITUATIONS THROUGH THE SOUTHERN VALLEY ALLIANCE.ST. MARY'S HEALTH CLINICST. MARY'S HEALTH CLINIC PROVIDES QUALITY, FREE HEALTH SERVICES TO PEOPLE WHO ARE UNINSURED AND UNDERINSURED. FOR MANY YEARS, ST. FRANCIS HAS PROVIDED FINANCIAL SUPPORT, CLINIC SPACE AND SUPPLIES TO ALLOW ST. MARY'S HEALTH CLINIC TO OPERATE IN SHAKOPEE. ST. MARY'S HEALTH CLINIC PROVIDES LABORATORY TESTING, RADIOLOGY, OUTPATIENT CARE AND MEDICAL SUPPLIES. THE ST. MARY'S CLINIC IN SHAKOPEE PROVIDES A CONTINUUM OF FREE HEALTH CARE SERVICES TO LOW-INCOME, UNINSURED PEOPLE IN SCOTT, CARVER AND WESTERN DAKOTA COUNTIES. VOLUNTEER DOCTORS AND NURSES PROVIDE CARE INCLUDING PRIMARY CARE VISITS, LAB TESTS, DIAGNOSTIC SERVICES, HEALTH SCREENING, RADIOLOGY SERVICES, PRESCRIPTION MEDICATIONS AND ANY OTHER MEDICALLY NECESSARY OUTPATIENT MEDICAL SERVICES. INTERPRETING SERVICES ARE PROVIDED, AND THE DIABETES EDUCATION ENHANCEMENT PROGRAM (DEEP) PROVIDES ONE-TO-ONE DIABETES SCREENING AND CARE MANAGEMENT TO PATIENTS. ALL PATIENTS SEEN AT ST. MARY'S CLINIC IN SHAKOPEE ARE AT OR BELOW THE 275% OF FEDERAL POVERTY GUIDELINES. ALL SERVICES ARE PROVIDED FREE OF CHARGE TO THE PATIENTS. DURING THE FISCAL YEAR ENDING ON JUNE 30, 2022, ST. MARY'S PROVIDED ONGOING PRIMARY CARE TO A TOTAL OF 341 PATIENTS ACROSS 1,038 APPOINTMENTS WITH PROVIDERS.HEALTH PROFESSIONS EDUCATION ST. FRANCIS ACTIVELY SUPPORTS NUMEROUS MEDICAL EDUCATION ACTIVITIES FOR PROVIDERS, HEALTH CARE STUDENTS AND OTHER HEALTH PROFESSIONALS. IN 2022, ST. FRANCIS INVESTED $434,275 IN INTERNSHIP OPPORTUNITIES, MENTORING PARTNERSHIPS, AND GRADUATE MEDICAL EDUCATION PROGRAMMING. ST. FRANCIS IS COMMITTED TO THE EDUCATION, TRAINING AND DEVELOPMENT OF FUTURE HEALTH CARE PROFESSIONALS AND ENSURES THE AVAILABILITY OF A HIGHLY TRAINED WORKFORCE TO MEET THE COMMUNITY'S HEALTH CARE NEEDS. FINANCIAL AND IN-KIND CONTRIBUTIONSST. FRANCIS PROVIDES NUMEROUS IN-KIND AND MONETARY CONTRIBUTIONS TO NOT-FOR-PROFIT ORGANIZATIONS TO SUPPORT COMMUNITY NEEDS. IN 2022, ST. FRANCIS FUNDED $92 THOUSAND FOR DONATIONS TO COMMUNITY PROGRAMS, EQUIPMENT, SUPPLIES, AND STAFF TIME. ST. FRANCIS PARTNERS WITH LOCAL ORGANIZATIONS POSSESSING EXPERTISE, VOLUNTEERS AND STAFF NEEDED TO IMPROVE THE HEALTH OF PEOPLE IN NEED. COMMUNITY-BUILDING ACTIVITIESST. FRANCIS AND ITS EMPLOYEES ARE ACTIVE PARTICIPANTS IN VARIOUS COMMUNITY ACTIVITIES THAT TARGET THE ROOT CAUSES OF HEALTH PROBLEMS, SUCH AS POVERTY, HOMELESSNESS AND HUNGER. EXAMPLES INCLUDE COMMUNITY HEALTH IMPROVEMENT ADVOCACY, WORKFORCE DEVELOPMENT, PARTICIPATING IN VARIOUS COMMUNITY COALITIONS AND DISASTER PREPAREDNESS PLANNING. IN 2022, THE VALUE ST. FRANCIS PROVIDED IS VALUED AT $3,000.RELATED ORGANIZATIONS - ST. FRANCIS ALSO INDIRECTLY SUPPORTS THE NUMEROUS CHARITABLE PURPOSES SUPPORTED BY ITS RESPECTIVE JOINT MEMBER ORGANIZATIONS OF ESSENTIA HEALTH, ALLINA HEALTH SYSTEM AND PARK NICOLLET HEALTH SERVICES. 1777008 132608 176752895 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 1 0 0 0 1 0 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 X 21 0 1 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 X 18 13 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 1 1 MN X TAX SERVICES MAIL ROUTE 10890 6122620660 2925 CHICAGO AVENUE MINNEAPOLIS MN 554071321 AMY JERDEE DIRECTOR/PRESIDENT 40.00 0.00 X X 414000 0 89011 SETH VOGEL MD DIRECTOR 2.00 40.00 X 0 342988 49865 KEITH OLSON DO DIRECTOR 2.00 40.00 X 0 340743 39009 NANCY O'CONNOR DIRECTOR 2.00 40.00 X 0 264502 50409 JOANNA BRYANT DIRECTOR 2.00 0.00 X 0 0 0 MARK DANAHY MD DIRECTOR 2.00 0.00 X 0 0 0 SR KATHLEEN DEL MONTE DIRECTOR 2.00 0.00 X 0 0 0 JENNIFER DESCHAINE DIRECTOR 2.00 0.00 X 0 0 0 AMY DEWANE DIRECTOR 2.00 0.00 X 0 0 0 AYESHA DOWNS DDS DIRECTOR 2.00 0.00 X 0 0 0 SHARI DUGSTAD DIRECTOR 2.00 0.00 X 0 0 0 KIMBERLY EGAN DIRECTOR 2.00 0.00 X 0 0 0 DANA HARDIE DIRECTOR 2.00 0.00 X 0 0 0 SR KATHLEEN HOFER DIRECTOR 2.00 0.00 X 0 0 0 YANNICK MIAFFO DIRECTOR 2.00 0.00 X 0 0 0 DEBORAH PAULY DIRECTOR 2.00 0.00 X 0 0 0 REV DAN POFFENBERGER DIRECTOR 2.00 0.00 X 0 0 0 MARK SANNES MD DIRECTOR 2.00 0.00 X 0 0 0 RYAN TRANBY DIRECTOR 2.00 0.00 X 0 0 0 CYNTHIA VINCENT VP FINANCE 40.00 0.00 X 197731 0 19818 ANGELA GUTZMER FINANCE DIRECTOR 40.00 0.00 X 181323 0 34560 SUE MILLER VP PATIENT CARE SVCS. 40.00 0.00 X 245448 0 24075 LAURA RANDGAARD VP PATIENT CARE SVCS. 40.00 0.00 X 198129 0 41834 KARYN BARRY CRNA 40.00 0.00 X 239231 0 32266 DEAN TEBRAKE CRNA 40.00 0.00 X 233987 0 20462 CHRISTY MCGUFFEE CRNA 40.00 0.00 X 222396 0 23550 FARAH PIEPER CRNA 40.00 0.00 X 242635 0 522 COLEEN HELBERG CRNA 40.00 0.00 X 240468 0 438 MONTE JOHNSON MD FORMER DIRECTOR/VP MEDICAL 24.00 16.00 X 283707 189139 101493 2699055 1137372 527312 165 1 1 0 PREMIER STAFFING INC 243 WINKLER TRAIL COLOGNE MN 55322 PROFESSIONAL SERVICES - PHYSICIAN 2064624 PARK NICOLLET METHODIST HOSPITAL 6500 EXCELSIOR BLVD ST LOUIS PARK MN 55440 PROFESSIONAL SERVICES - PHYSICIAN 906433 CHILDREN'S HEALTH CARE INC 2525 CHICAGO AVENUE SOUTH MINNEAPOLIS MN 55404 PROFESSIONAL SERVICES - MEDICAL 868898 HEALTH SYSTEMS COOPERATIVE LAUNDRIES 55 5TH STREET EAST 960 ST PAUL MN 55101 OTHER SERVICES - DRY CLEANING/LAUNDRY 496827 SODEXO INC & AFFILIATES PO BOX 360170 PITTSBURGH PA 15251 FOOD AND FACILITIES MANAGEMENT 353580 5 61510 1425513 91400 1487023 NET PATIENT REVENUE 621110 203518985 203518985 PATIENT BAD DEBT 621110 -5998713 -5998713 197520272 2215249 2215249 555591 0 555591 555591 555591 52508216 6999 49097396 3187 3410820 3812 3414632 3414632 180 61510 6612 -6432 -6432 205186335 197520272 0 6179040 110781 110781 21827 21827 1790533 854090 936443 73312480 69773520 3335772 203188 5031302 4731486 286204 13612 10187880 9580782 579535 27563 4183102 3933830 237955 11317 69290 68540 750 147000 147000 13687975 12494869 1184323 8783 317389 317389 28311888 28281707 30181 100841 21414 79427 6542832 5190535 1352297 13481 9051 1429 3001 62850 59850 3000 1505712 1505712 8403496 6301091 2100364 2041 2241900 1569330 672570 PURCHASED SERVICES 29367308 27625542 1736022 5744 MINNESOTACARE TAX 2446300 2446300 MEDICAID SURCHARGE 1721218 1721218 558958 451420 73456 34082 190136343 176752895 13040936 342512 65732 102185 229318 143831 23877921 27397239 92253 122526 2752433 2751572 33324 23749 179531771 114933460 65884354 64598311 127951108 118314847 8972605 7234865 229859048 220689125 19584383 13955244 101103 0 32233685 30162342 9302213 8699755 61221384 52817341 X 165698892 166216476 2938772 1655308 168637664 167871784 229859048 220689125 X 15049992 -14532226 -1283645 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 220940 220940 116763248 64279606 52483642 5791890 5688889 103001 51440645 42262731 9177914 5315048 2702234 2612814 64598311 TRUST MONEY MARKET 23556858 F TRUST CORE FIXED INCOME 38335769 F TRUST EQUITY SECURITIES 27472835 F TRUST GLOBAL BOND FUNDS 6089203 F COMMODITIES & OTHER 13889761 F TRUST GLOBAL EQUITY FUND 1122580 F TRUST EMERGE MARKET FUND 3601479 F EMERGING MARKETS DEBT FUND 2504094 F DONOR RESTRICTED INVESTMENTS 1742268 F 118314847 OTHER LONG-TERM LIABILITIES 151503 CURRENT PORTION OTHER LT DEBT & CAPITAL LEASE 3122206 OPERATING LEASE LIABILITIES 5426046 8699755 X PART X, LINE 2: THE FOLLOWING IS FROM NOTE 2(L) TO THE AUDITED FINANCIAL STATEMENTS: "THE MEDICAL CENTER ANALYZES INCOME TAX POSITIONS TAKEN FOR FILING WITH THE INTERNAL REVENUE SERVICE AND THE STATE OF MINNESOTA. THE MEDICAL CENTER BELIEVES THAT INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE MEDICAL CENTER'S CONSOLIDATED FINANCIAL STATEMENTS. AS OF DECEMBER 31, 2022 AND 2021, THE MEDICAL CENTER DOES NOT HAVE A LIABILITY FOR UNRECOGNIZED TAX BENEFITS. ACCORDINGLY, THE MEDICAL CENTER HAS NOT RECORDED ANY RESERVES OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS. THE FILINGS FOR THE YEARS 2018 TO 2021 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES." CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 7926906 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 986404 0 0 0 0 0 0 8913310 0 8913310 0 0 1 0 0 0 PART III ACCOUNTING METHOD: FORM 990 SCHEDULE F PART IV 3 ST. FRANCIS REGIONAL MEDICAL CENTER'S INVESTMENTS, INCLUDING THOSE OUTSIDE THE U.S., ARE POOLED WITH THOSE OF OTHER ALLINA HEALTH ENTITIES UNDER A TRUST AGREEMENT, WITH THE CUSTODIAN /TRUSTEE BANK HANDLING THE INVESTMENT ACCOUNTING. INVESTMENTS ARE STATED AT FAIR VALUE. THE MEDICAL CENTER HAS CLASSIFIED INVESTMENTS, OTHER THAN THOSE LIMITED AS TO USE, AS TRADING AND RECORDS ADJUSTMENTS TO MARKET VALUE AS A COMPONENT OF NONOPERATING GAINS(LOSSES). THE DETAILS OF THE SALES AND PURCHASES ARE MAINTAINED BY THE CUSTODIAN/TRUSTEE BANK. DUE TO THE UNITIZED STRUCTURE OF THE INVESTMENTS AT ALLINA HEALTH, THE MEDICAL CENTER IS ALLOCATED AN EQUITABLE PORTION OF SALES AND PURCHASES OF INVESTMENTS EXECUTED FOR ALLINA HEALTH. THE MEDICAL CENTER'S EQUITABLE PORTION IS INCLUDED IN SCHEDULE F PART I LINE 3 AND ALLINA HEALTH SYSTEM MASTER TRUST, EIN 36-3261413, FILES THE FORM 5471 ON BEHALF OF THE OTHER ALLINA HEALTH ENTITIES, INCLUDING THE MEDICAL CENTER. LIGHTS OF LOVE 48690 48690 557 829 MISSION POSSIBLE 13000 12820 180 1634 3592 61690 61510 180 2191 4421 6612 -6432 1 1 X 1 X 275.000000000000 0 1 1 0 1 1 590106 590106 0.00310 3121762 3121762 0.01640 2446300 2446300 0.01290 6158168 6158168 0.03240 5 2496 401979 401979 0.00210 3 118 434275 434275 0.00230 1 0 427 427 0.00000 1 0 92347 92347 0.00050 4 0 318791 318791 0.00170 14 2614 1247819 1247819 0.00660 14 2614 7405987 7405987 0.03900 1 0 2994 2994 0.00000 1 2994 2994 0.00000 1 2273706 22407058 30544051 -8136993 X 1 1 1 1 ST FRANCIS REGIONAL MEDICAL CENTER 1455 ST FRANCIS AVENUE SHAKOPEE MN 55379 WWW.STFRANCIS-SHAKOPEE.COM 380437 X X X X ST FRANCIS REGIONAL MEDICAL CENTER 1 0 0 1 X X X X X X X X X 22 1 0 1 1 X SEE WEBSITE PART V, SECTION C, LINE 7D X SEE WEBSITE PART V,SECTION C, LINE 7D X X 1 22 1 SEE WEBSITE PART V,SECTION C, LINE 7D 0 1 X 275.000000000000 0.000000000000 X X X X X X 1 1 X X X 1 X WWW.STFRANCIS-SHAKOPEE.COM X WWW.STFRANCIS-SHAKOPEE.COM X WWW.STFRANCIS-SHAKOPEE.COM X X X X X X 1 X 0 X X X 1 X 0 1 ST FRANCIS REGIONAL MEDICAL CENTER PART V, SECTION B, LINE 5: AS A COMMUNITY PARTNER, ST. FRANCIS REGIONAL MEDICAL CENTER (ST. FRANCIS), IN CONJUNCTION WITH ALLINA HEALTH COLLABORATES WITH COMMUNITY MEMBERS, ORGANIZATIONS AND POLICYMAKERS TO IMPROVE THE HEALTH OF ALL PEOPLE IN OUR COMMUNITIES AND TO FOCUS OUR COMMUNITY HEALTH IMPROVEMENT INITIATIVES AND INVESTMENTS TO IMPROVE HEALTH EQUITY. THESE COMMITMENTS SERVE AS THE GUIDING PRINCIPLES OF OUR CHNA APPROACH, INCLUDING THE PROCESS, IMPLEMENTATION, AND EVALUATION METHODS. IN 2022, EACH ALLINA HOSPITAL CONDUCTED ITS 2023-2025 CHNA WITH GUIDANCE AND SUPPORT FROM THE ALLINA HEALTH SYSTEM OFFICE. THE ST. FRANCIS CHNA PROCESS INCLUDED INVOLVEMENT FROM LOCAL PUBLIC HEALTH IN SCOTT AND CARVER COUNTIES, RESIDENTS, COMMUNITY PARTNERS AND STAKEHOLDERS AS WELL AS THE ST. FRANCIS REGIONAL MEDICAL CENTER COMMUNITY ADVISORY COUNCIL, WHICH INCLUDES REPRESENTATION FROM HEALTH AND HUMAN SERVICES, MENTAL HEALTH PROFESSIONALS, REPRESENTATIVES OF THE MENTAL HEALTH LOCAL ADVISORY COUNCIL, CARVER-SCOTT-DAKOTA COMMUNITY ACTION PARTNERSHIP, LAW ENFORCEMENT, AND SOMALI AND LATINE COMMUNITY ORGANIZATIONS.HOSPITAL STAFF REVIEWED COUNTY-SPECIFIC DATA RELATED TO DEMOGRAPHICS, SOCIAL AND ECONOMIC FACTORS, HEALTH BEHAVIORS, PREVALENCE OF HEALTH CONDITIONS AND HEALTH CARE ACCESS. SECONDARY RESOURCES AVAILABLE FOR SCOTT AND CARVER COUNTIES WERE ALSO REVIEWED SUCH AS THE MINNESOTA STUDENT SURVEY, MINNESOTA HOUSING PARTNERSHIP (MHP) COUNTY HOUSING PROFILES, SCOTT COUNTY HEALTH CARE COLLABORATIVE COVID IMPACT SURVEY, AND THE 211 DASHBOARD. IN TOTAL, DATA INCLUDED MORE THAN 20 INDICATORS RELATED TO DEMOGRAPHICS, SOCIAL AND ECONOMIC FACTORS, HEALTH BEHAVIORS, PREVALENCE OF HEALTH CONDITIONS AND HEALTH CARE ACCESS. WHERE POSSIBLE, DATA WERE DISAGGREGATED BY RACE AND ETHNICITY. BASED ON THE DATA REVIEW AND ADDITIONAL FEEDBACK, CHNA PRIORITIES AND PRIORITY COMMUNITIES FOR THE 2023-2025 CYCLE WERE CHOSEN BASED ON SEVERAL FACTORS INCLUDING BUT NOT LIMITED TO SIZE AND SERIOUSNESS OF THE PROBLEM, THE IMPACT OF COVID-19, RELEVANCE TO HEALTH EQUITY, IMPORTANCE TO THE COMMUNITY AND ORGANIZATIONAL CAPACITY TO ADDRESS THE NEED WERE ALL CONSIDERED. TO INCREASE UNDERSTANDING OF COMMUNITY MEMBERS' PERSPECTIVES ON IDENTIFIED HEALTH ISSUES AND IDEAS FOR ADDRESSING THEM, ST. FRANCIS STAFF THEN CONDUCTED 20 KEY INFORMATION INTERVIEWS AND HELD TWO GROUP DISCUSSIONS TO EXPLORE VARIOUS PERSPECTIVES ON EACH PRIORITY, INCLUDING THE IMPACT OF COVID ON THE IDENTIFIED PRIORITY AND IDEAS FOR ACTION. ST FRANCIS REGIONAL MEDICAL CENTER PART V, SECTION B, LINE 6B: ST. FRANCIS WORKED WITH OTHER ORGANIZATIONS IN CONDUCTING THE CHNA, SPECIFICALLY LOCAL PUBLIC HEALTH AS WELL AS THE ORGANIZATIONS REPRESENTED ON THE COMMUNITY ADVISORY COUNCIL. ST FRANCIS REGIONAL MEDICAL CENTER PART V, SECTION B, LINE 7D: UPON REQUESTSCHEDULE H PART V, LINE 7A AND 10A: WWW.STFRANCIS-SHAKOPEE.COM/MEDIA/14831/STFRANCIS-CHNA.PDFSCHEDULE H PART V, LINE 7B: HTTP://WWW.ALLINAHEALTH.ORG/ABOUT-US/COMMUNITY-INVOLVEMENT/COMMUNITY-HEALTH-NEEDS-ASSESSMENTS ST FRANCIS REGIONAL MEDICAL CENTER PART V, SECTION B, LINE 11: AT THE END OF 2022, ALLINA HEALTH COMPLETED A COMMUNITY HEALTH NEEDS ASSESSMENT. THE 2022 ASSESSMENT IDENTIFIED MENTAL WELLNESS, SUBSTANCE USE PREVENTION AND RECOVERY, SOCIAL DETERMINANTS OF HEALTH AND HEALTH-RELATED SOCIAL NEEDS AND ACCESS TO CULTURALLY RESPONSIVE CARE AS PRIORITY NEEDS FOR 2023-2025 ACROSS ALL ALLINA HEALTH GEOGRAPHIES. EXAMPLES OF SYSTEM-WIDE INITIATIVES IN THESE AREAS INCLUDE:CHANGE TO CHILL - CHANGE TO CHILL (CTC) IS A FREE, ONLINE RESOURCE THAT PROVIDES STRESS REDUCTION TIPS, LIFE BALANCE TECHNIQUES AND HEALTH EDUCATION SERVICES FOR TEENS. IN 2022, MORE THAN 25,000 PEOPLE FROM MINNESOTA AND WISCONSIN VISITED THE CHANGE TO CHILL WEBSITE. NEARLY 4,000 PEOPLE ACCESSED THE "STRESS AND IDENTITY" CONTENT IN 2022 - NEW CONTENT IMPLEMENTED THE YEAR PRIOR TO INCREASE HEALTH EQUITY BY SUPPORTING TEENS IN FORMING A BETTER UNDERSTANDING OF THEIR SENSE OF IDENTITY AND REDUCING STRESS IN A WAY THAT IS SUPPORTIVE OF THEIR PERSONAL IDENTITY. ADDITIONALLY, SINCE 2018, THE PROGRAM HAS INCLUDED AN IN-PERSON COMPONENT - THE CHANGE TO CHILL SCHOOL PARTNERSHIP (CTCSP). COMPONENTS OF CTCSP INCLUDE STAFF TRAINING ON CTC, A PAID STUDENT INTERNSHIP AND FUNDING FOR A "CHILL ZONE" - A DESIGNATED SPACE FOR STUDENTS AND STAFF TO PRACTICE SELF-CARE. INITIAL EVALUATIONS OF CTCSP HAVE SHOWN INCREASES IN CONFIDENCE IN ABILITY TO COPE WITH STRESS AMONG STUDENTS WHO PARTICIPATE IN PROGRAM COMPONENTS. DURING THE 2022-2023 SCHOOL YEAR, 43 HIGH SCHOOLS AND MIDDLE SCHOOLS RECEIVED SUPPORT AND RESOURCES THROUGH THE CTCSP. HEALTH POWERED KIDS - HEALTH POWERED KIDS (HPK), LAUNCHED IN 2012, IS A FREE COMMUNITY EDUCATION PROGRAM DESIGNED TO EMPOWER CHILDREN AGES 3 TO 14 YEARS TO MAKE HEALTHIER CHOICES ABOUT EATING, EXERCISE, KEEPING CLEAN AND MANAGING STRESS. IN 2022, MORE THAN 4,600 PEOPLE FROM MINNESOTA OR WISCONSIN VISITED THE HPK WEBSITE. IN ADDITION, ST. FRANCIS IS ADDRESSING NEEDS IDENTIFIED THROUGH THE CHNA:GOAL 1: INCREASE RESILIENCE AND HEALTHY COPING SKILLS IN COMMUNITIES.TO INCREASE SOCIAL CONNECTEDNESS AND RESILIENCE AMONG SCHOOL-AGE YOUTH AND OTHER COMMUNITY MEMBERS, ST. FRANCIS STAFF PARTICIPATE ON THE STEERING TEAM AND PARENTAL RESILIENCE COMMITTEE FOR TOGETHER WE CAN WORK TO END CHILD ABUSE AND NEGLECT (TOGETHER WE CAN), A COMMUNITY-DRIVEN MOVEMENT WITH MORE THAN 50 PARTNERS WHO HAVE THE SHARED GOAL OF ENDING CHILD MALTREATMENT IN SCOTT COUNTY WITHIN A GENERATION. FOUNDED ON THE BELIEF THAT PARENTAL WELL-BEING IS INEXTRICABLY LINKED TO CHILD WELL-BRING, TOGETHER WE CAN WORKS TO MITIGATE THE IMPACT OF PAST TRAUMA WHILE PREVENTING FUTURE TRAUMA, MEETING FAMILIES WHERE THEY ARE TO SUPPORT EMOTIONAL AND ECONOMIC STABILITY.WE KNOW SAFE, STABLE HOUSING IS ESSENTIAL TO HEALTH AND RESILIENCE. ST. FRANCIS IS A MEMBER OF HEADING HOME SCOTT CARVER AND HAS PROVIDED CHARITABLE CONTRIBUTIONS IN 2022 TO SECURE OVERNIGHT HOUSING VOUCHERS FOR PEOPLE EXPERIENCING HOMELESSNESS, TO SUPPORT YOUNG WOMEN THROUGH THE NEW BEGINNINGS PROGRAM FOR PREGNANT AND PARENTING TEENS AND TO CREATE HOUSING WITH SUPPORTIVE SERVICES FOR YOUTH AND YOUNG ADULTS WHO HAVE BEEN HOMELESS.GOAL 2: REDUCE BARRIERS TO MENTAL HEALTH AND SUBSTANCE USE SERVICES.ST. FRANCIS OPENED ADDITIONAL EMERGENCY DEPARTMENT ROOMS TO INCREASE THE ACCESS AND ABILITY OF ST. FRANCIS TO CARE FOR PATIENTS NEEDING EMERGENCY CARE DURING A MENTAL HEALTH CRISIS. THE EXPANSION BROUGHT THE TOTAL NUMBER OF EMERGENCY MENTAL HEALTH ROOMS FROM TWO TO A SUITE OF FOUR, WITH THE OPTION TO EXPAND TO SIX ROOMS AS NEEDED. MOST PATIENTS SEEKING EMERGENCY MENTAL HEALTH CARE NEED A SAFE SETTING WHERE THEY CAN BE MONITORED AND TREATED WHILE WAITING FOR A BED IN AN INPATIENT MENTAL HEALTH UNIT, OR UNTIL A SAFE OUTPATIENT TREATMENT PLAN IS SECURED. THE NEW MENTAL HEALTH SUITE PROVIDES A SECURE, MORE PRIVATE SETTING TO PROVIDE A HEALING EXPERIENCE, INCLUDING SHOWERS, ON SITE NUTRITION SERVICE, DEDICATED STAFF AND THE ABILITY TO MOVE ABOUT IN A SAFE AND COMFORTABLE ENVIRONMENT WITH THE ST. FRANCIS EMERGENCY DEPARTMENT. TO REDUCE BARRIERS TO MENTAL HEALTH AND SUBSTANCE USE SERVICES, ALLINA HEALTH IS CONTRACTING WITH MIGHTY CONSULTING TO FACILITATE THE SOUTH METRO ROUND TABLE(SMRT), AN INFORMAL PARTNERSHIP CONVENING STAKEHOLDERS FOR PROBLEM SOLVING IN SCOTT COUNTY'S MENTAL HEALTH AND SUBSTANCE USE CRISIS SYSTEM. SMRT HAS PARTICIPATION FROM LOCAL GOVERNMENT, HEALTH CARE PROVIDERS, LAW ENFORCEMENT AND COMMUNITY MEMBERS. ST. FRANCIS CONTINUES TO REPRESENT HEALTH CARE ON THE SMRT AND PARTICIPATES IN ALL COMMITTEES OF THE SMRT. INITIAL GOALS OF THE PARTNERSHIP WERE TO: (1) IMPROVE THE ABILITY OF FIRST RESPONDERS TO SERVE INDIVIDUALS IN CRISIS, (2) IMPROVE THE INTEGRATION AND COORDINATION OF OUR EXISTING SERVICES AND (3) INCREASE THE RESOURCES AVAILABLE FOLLOWING AN INDIVIDUAL'S SUBSTANCE USE CRISIS.IN 2022, ST. FRANCIS WAS SELECTED TO PARTICIPATE IN A STUDY OF HOSPITAL-BASED OPIOID TREATMENT (HBOT) IN PARTNERSHIP WITH HENNEPIN HEALTHCARE RESEARCH INSTITUTE, THE CLINICAL TRIALS NETWORK AND 24 HOSPITALS ACROSS THE USA TO RESEARCH THE LEVEL OF SUPPORT NEEDED TO IMPLEMENT A HOSPITAL BASED OPIOID TREATMENT PROGRAM. AS A RESULT, ST. FRANCIS PROVIDERS OBTAINED THE REQUIRED WAIVER TO PRESCRIBE LIFESAVING MEDICATIONS FOR OPIOID USE DISORDER CREATING BETTER OUTCOMES FOR PATIENTS. TO REDUCE STIGMA RELATED TO SEEKING HELP FOR MENTAL HEALTH AND SUBSTANCE USE SERVICES, ST. FRANCIS STAFF PARTICIPATED ON THE SCOTT COUNTY PREVENTION COALITION AND THE ACES (ADVERSE CHILDHOOD EVENTS) WORKGROUP OF THE SCOTT COUNTY COMMUNITY HEALTH IMPROVEMENT COMMITTEE. ST. FRANCIS STAFF PARTICIPATED IN THE SCOTT COUNTY OPIOID GRANT PLANNING TEAM, PROVIDING DATA AND INSIGHTS ON POTENTIAL COMMUNITY STRATEGIES. GOAL 3: INCREASE HEALTHY EATING AND PHYSICAL ACTIVITY.IN ADDITION TO SUPPORTING THE SYSTEMWIDE FOOD ACCESS INITIATIVES DESCRIBED ABOVE, IN 2022, ST. FRANCIS HELD ANNUAL HEALTHY FOOD DRIVES, COLLECTING OVER 500 POUNDS OF FOOD AND MADE CHARITABLE DONATIONS DURING MARCH FOOD SHARE MONTH.TO INCREASE ACCESS TO PHYSICAL ACTIVITY OPPORTUNITIES IN THE COMMUNITY, ST. FRANCIS HELPED THE THREE RIVERS PARK DISTRICT AND SCOTT COUNTY OBTAIN A GRANT TO PROVIDE FREE MENTAL HEALTH-FOCUSED, BEGINNER-FRIENDLY PROGRAMMING TO GET PEOPLE MOVING. THE PROJECT ALSO PROVIDES NEW PROGRAM OFFERINGS DESIGNED TO CONNECT VISITORS TO PARK RESOURCES AND ENCOURAGE FURTHER PARK USE WITH WELLNESS TOOLS THAT CAN BE USED IN ANY OPEN OR GREEN SPACE.ST. FRANCIS ALSO PROVIDES NUMEROUS CHARITABLE CONTRIBUTIONS TO PARTNERS WHO ARE EMBEDDED IN THE COMMUNITY. ST. FRANCIS STAFF ALSO CONTINUED TO PROMOTE ALLINA HEALTH'S HEALTH POWERED KIDS PROGRAM, WHICH INCLUDE LESSONS ON HEALTHY EATING AND ACTIVE LIVING.GOAL 4: INCREASE COMMUNITY MEMBERS' ACCESS TO THE APPROPRIATE LEVEL OF CARETO INCREASE CAPACITY OF AND COLLABORATION BETWEEN SAFETY NET PROVIDERS TO CARE FOR PEOPLE WHO ARE UNINSURED AND UNDERINSURED, ST. FRANCIS HAS BEEN A LONG-TIME PARTNER AND FUNDER OF BOTH ST. MARY'S HEALTH CLINIC IN SHAKOPEE AND RIVER VALLEY HEALTH SERVICES. TOGETHER, THESE ORGANIZATIONS PROVIDE SERVICES TO MORE THAN 1,000 UNINSURED OR UNDERINSURED PEOPLE EACH YEAR. FOR ST. MARY'S, ST. FRANCIS PROVIDED CLINIC SPACE, SUPPLIES AND AN ANNUAL CONTRIBUTION OF $25,000. RIVER VALLEY HEALTH SERVICES MANAGES CARE FOR 700+ HIGH RISK CLIENTS. RIVER VALLEY HEALTH SERVICES IS ALSO SUPPORTED WITH CHARITABLE CONTRIBUTIONS. IN ADDITION, ST. FRANCIS LEADERS SERVE AS A MEMBER OF EACH OF THESE BOARDS. ST FRANCIS REGIONAL MEDICAL CENTER PART V, SECTION B, LINE 13B: SEE RESPONSE TO FORM 990, SCHEDULE H, PART I, LINE 3C INCLUDED IN FORM 990, SCHEDULE H , PART VI FOR EXPLANATION OF CRITERIA. ST FRANCIS REGIONAL MEDICAL CENTER PART V, SECTION B, LINE 24: NON-MEDICAL NECESSARY OR RETAIL/COSMETIC PROCEDURES WOULD NOT QUALIFY FOR THE UNINSURED DISCOUNT. PART I, LINE 3C: CHARITY CARE PROGRAM - ALLINA PARTNER'S CARE PROGRAM:A KEY COMPONENT OF ST. FRANCIS REGIONAL MEDICAL CENTER'S (ST. FRANCIS) MISSION IS TO DELIVER COMPASSIONATE, HIGH QUALITY, AFFORDABLE HEALTH CARE SERVICES AND TO ADVOCATE FOR THOSE WITH LIMITED FINANCIAL MEANS. ST FRANCIS STRIVES TO ENSURE THAT THE FINANCIAL CAPACITY OF PEOPLE WHO NEED HEALTH CARE SERVICES DOES NOT PREVENT THEM FROM SEEKING OR RECEIVING MEDICAL CARE. THEREFORE, ST. FRANCIS HAS SEVERAL FINANCIAL ASSISTANCE PROGRAMS INCLUDING A ROBUST CHARITY CARE PROGRAM KNOWN AS ALLINA PARTNER'S CARE PROGRAM, WHICH PROVIDES FREE CARE TO ALL PERSONS AT OR BELOW 275 PERCENT OF THE FEDERAL POVERTY GUIDELINES AS PUBLISHED ANNUALLY IN THE FEDERAL REGISTRAR.THE CHARITY CARE PROGRAM ALSO PROVIDES FOR THE CONSIDERATION OF SPECIAL CIRCUMSTANCES FOR THE "MEDICALLY INDIGENT". ST. FRANCIS EXTENDS THE CHARITY CARE PROGRAM IN INSTANCES THAT ST. FRANCIS DETERMINES THE PATIENT IS UNABLE TO PAY SOME OR ALL OF THEIR MEDICAL BILLS DUE TO CATASTROPHIC CIRCUMSTANCES EVEN THOUGH THEY HAVE INCOME OR ASSETS THAT OTHERWISE EXCEED THE GENERALLY APPLICABLE ELIGIBILITY CRITERIA FOR THE FREE CARE PROGRAM OR THE DISCOUNTED CARE PROGRAM (DESCRIBED BELOW) UNDER ST. FRANCIS' FINANCIAL ASSISTANCE PROGRAM GUIDELINES. DISCOUNTED CARE PROGRAM - UNINSURED DISCOUNT PROGRAM ST. FRANCIS ALSO HAS A FINANCIAL ASSISTANCE PROGRAM KNOWN AS THE UNINSURED DISCOUNT PROGRAM THAT PROVIDES A DISCOUNT ON BILLED CHARGES TO UNINSURED PATIENTS, AND INSURED PATIENTS WHO RECEIVE UNINSURED TREATMENT, FOR MEDICALLY NECESSARY CARE RECEIVED. THE UNINSURED DISCOUNT PROGRAM DOES NOT USE FEDERAL POVERTY GUIDELINES TO DETERMINE ELIGIBILITY. INSTEAD, UNINSURED PATIENTS AND INSURED PATIENTS WHO RECEIVE UNINSURED TREATMENT ARE ELIGIBLE FOR A DISCOUNT BASED UPON THEIR INCOME LEVEL. ALL PATIENTS WITH AN ANNUAL INCOME AT OR BELOW $125,000 ARE ELIGIBLE FOR A DISCOUNT. THE DISCOUNT IS ALSO GENERALLY EXTENDED TO PATIENTS WITH AN ANNUAL INCOME ABOVE $125,000. ST. FRANCIS' UNINSURED DISCOUNT PROGRAM PROVIDES A SUBSTANTIAL DISCOUNT TO BILLED CHARGES FOR UNINSURED PATIENTS. THE DISCOUNT IS UPDATED ANNUALLY AND IS BASED ON THE REIMBURSEMENT RATE OF THE NON-GOVERNMENTAL THIRD PARTY PAYER WHICH PROVIDED ST. FRANCIS THE MOST REVENUE DURING THE PREVIOUS YEAR. PART I, LINE 6A: ST. FRANCIS' ANNUAL COMMUNITY BENEFIT REPORT IS AVAILABLE UPON REQUEST. SEE CONTACT INFORMATION CONTAINED IN SCHEDULE O TO OBTAIN A COPY. PART I, LINE 7: WHERE APPROPRIATE, ST. FRANCIS USES A RATIO OF PATIENT CARE COSTS TO CHARGES (COST TO CHARGE RATIO) TO CALCULATE THE AMOUNTS REPORTED FOR PART I, LINE 7 (THE TABLE). PART I, LINE 7G: THE AMOUNT REPORTED AS SUBSIDIZED HEALTH SERVICES DOES NOT INCLUDE ANY COSTS ATTRIBUTABLE TO A PHYSICIAN CLINIC. PART I, LN 7 COL(F): BAD DEBT EXPENSE HAS NOT BEEN INCLUDED IN FORM 990, PART IX, LINE 25 AND HAS NOT BEEN USED FOR THE PURPOSE OF CALCULATING THE AMOUNTS REPORTED IN COLUMN 7F. IT HAS BEEN REPORTED AS A REDUCTION TO PATIENT SERVICE REVENUE ON FORM 990, PART VIII LINE 2B. PART II, COMMUNITY BUILDING ACTIVITIES: COMMUNITY-BUILDING ACTIVITIESUNDERSTANDING THAT GOOD HEALTH IS DEPENDENT ON SOCIETAL, COMMUNITY, AND FAMILY ENVIRONMENTS AS WELL AS INDIVIDUAL CHOICES, AND IS BIGGER THAN THE PROVISION OF HEALTH CARE, ST. FRANCIS ENGAGES IN COMMUNITY ACTIVITIES THAT ADDRESS THE ROOT CAUSES OF HEALTH PROBLEMS SUCH AS POVERTY AND HOMELESSNESS. RESEARCH SHOWS THAT MANY OF THESE ROOT CAUSES ARE DIRECTLY TIED TO POOR HEALTH IF IGNORED, PARTICULARLY AMONG LOW-INCOME, MINORITY POPULATIONS. BELOW ARE A FEW EXAMPLES OF WAYS THAT ST. FRANCIS PARTICIPATED IN COMMUNITY-BUILDING ACTIVITIES IN 2022:COMMUNITY COALITIONSST. FRANCIS PARTICIPATES ON LOCAL COMMUNITY COALITIONS, SUCH AS THE SCOTT COUNTY COMMUNITY HEALTH IMPROVEMENT COMMITTEE AND COMMUNITY ADVISORY TEAMS IN ORDER TO RESPOND TO COMMUNITY NEEDS THROUGH COLLABORATION AND PARTNERSHIP. THESE COALITIONS PROVIDE ST. FRANCIS THE OPPORTUNITY TO BUILD RELATIONSHIPS TO DETERMINE HOW BEST TO LEVERAGE LOCAL RESOURCES TO ADDRESS COMMUNITY NEEDS THAT EXIST OUTSIDE THE TRADITIONAL REALM OF HEALTH CARE. IN ADDITION, ST. FRANCIS PARTICIPATES ON THE SCOTT-DAKOTA COUNTY WORKFORCE INVESTMENT BOARD, THE SCOTT COUNTY LOCAL ADVISORY COMMITTEE FOR MENTAL HEALTH AND TOGETHER WE CAN, A LOCAL COALITION TO PREVENT CHILDHOOD ABUSE AND NEGLECT IN SCOTT COUNTY. DISASTER PREPAREDNESSIN ADDITION TO COMMUNITY-BUILDING ACTIVITIES THAT RELATED TO ROOT CAUSES OF HEALTH, ST. FRANCIS ENGAGED IN AND LED DISASTER PREPAREDNESS PLANNING TO ENSURE SAFETY, EFFICIENCY AND EXCELLENT HEALTH CARE DURING TIMES OF TRAGEDY AND/OR UPSET. THIS INCLUDED PLANNING MEETINGS AND COMMUNITY MEETINGS/TRAININGS, AMONG OTHER THINGS. THESE PROGRAMS AND SERVICES, AMONG OTHERS, GIVE ST. FRANCIS THE OPPORTUNITY TO IMPACT COMMUNITY HEALTH BEFORE IT BECOMES PROBLEMATIC AND EXPENSIVE. IN ADDITION, THIS IMPORTANT WORK IS SUPPORTED BY THE MISSION OF OUR ORGANIZATION AND IS OUR RESPONSIBILITY AS A NOT-FOR-PROFIT HEALTH CARE ORGANIZATION. ST. FRANCIS WILL CONTINUE TO CONTRIBUTE TO IMPROVING THE HEALTH OF THE COMMUNITIES IT SERVES THROUGH PROMOTION OF COMMUNITY HEALTH. PART III, LINE 2: SCH H, PART III, SECTION A, LINES 2 & 3SEE SCHEDULE H, PART III, SECTION A, LINE 3 NARRATIVE BELOW. PART III, LINE 4: SEE ATTACHED AUDIT, PAGE 14, NOTE (5). PART III, LINE 8: ST. FRANCIS USED THE AMOUNT REPORTED IN THE MEDICARE COST REPORT AS THE SOURCE FOR THE AMOUNTS REPORTED ON PART III, LINES 5 & 6 AS OUTLINED IN THE FORM 990, SCHEDULE H INSTRUCTIONS. FOR MEDICARE COST REPORTS, ST. FRANCIS USES A RATIO OF PATIENT CARE COSTS TO CHARGES (COST TO CHARGE RATIO) TO DETERMINE MEDICARE ALLOWABLE COSTS. GENERALLY, THE RATIO IS CALCULATED AS THE TOTAL MEDICARE ALLOWABLE PATIENT COSTS OVER THE TOTAL PATIENT CHARGES. MEDICARE CHARGES MULTIPLIED BY THIS RATIO EQUALS THE MEDICARE ALLOWABLE COSTS REPORTED IN THE MEDICARE COST REPORTS. ST. FRANCIS BELIEVES THAT AT LEAST SOME PORTION OF THE COSTS IT INCURS 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. ST. FRANCIS' PROVIDING OF THESE SERVICES CLEARLY LESSENS THE BURDENS OF 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, LINE 7, ST. FRANCIS' MEDICARE "ALLOWABLE COSTS" CLEARLY EXCEED THE PAYMENTS IT RECEIVES FOR PROVIDING THESE MEDICAL SERVICES UNDER THE MEDICARE PROGRAM. THE TRUE COMMUNITY BENEFIT FOR ST. FRANCIS' PARTICIPATION IN THE CURRENT MEDICARE PROGRAM IS DEPENDENT ON HOW EFFICIENTLY AND COST EFFECTIVELY THE FEDERAL GOVERNMENT COULD OPERATE A DIRECT MEDICAL CARE MEDICARE PROGRAM OR ALTERNATIVELY THE COST TO THE GOVERNMENT TO CONTRACT OUT SUCH SERVICES THROUGH A COMPETITIVE BIDDING PROCESS IN THE OPEN MARKETS FOR THE SAME OR SIMILAR SERVICES FACTORING IN ITEMS SUCH AS QUALITY OF CARE, OUTCOMES AND SIMILAR IMPORTANT FACTORS AS COMPARED TO ST. FRANCIS' ACTUAL COSTS OF PROVIDING THE MEDICAL CARE. THE MEDICARE SHORTFALL CALCULATION ON THE FORM 990, SCHEDULE H, LINE 7 SIGNIFICANTLY UNDERSTATES ST. FRANCIS' ACTUAL MEDICARE SHORTFALL FOR TWO REASONS. FIRST, ST. FRANCIS INCURS SIGNIFICANT COSTS IN EXCESS OF PAYMENTS UNDER THE MEDICARE PROGRAM FOR PROVIDING CERTAIN SERVICES THAT ARE NOT SUBJECT TO MEDICARE COST REPORTING AND THEREFORE NOT REFLECTED IN ST. FRANCIS' COST AMOUNTS ON LINE 6. SECOND, LINE 6 LIMITS ST. FRANCIS' REPORTED COSTS TO ONLY MEDICARE "ALLOWABLE COSTS" AS SOLELY DETERMINED BY THE FEDERAL GOVERNMENT MEDICARE PROGRAM. FOR THESE TWO REASONS, THE MEDICARE SHORTFALL REPORTED ON LINE 7 SIGNIFICANTLY UNDERSTATES THE ACTUAL MEDICARE SHORTFALL AND THE ACTUAL COST OF PROVIDING MEDICAL CARE TO MEDICARE PROGRAM PARTICIPANTS.ST. FRANCIS BELIEVES A DIRECT MEDICAL SERVICE MEDICARE PROGRAM OPERATED BY THE FEDERAL GOVERNMENT AND THE COST TO THE GOVERNMENT TO CONTRACT OUT THE SERVICES UNDER A COMPETITIVE BIDDING PROCESS MAY PROVE TO BE EVEN MORE EXPENSIVE TO THE FEDERAL GOVERNMENT THAN ST. FRANCIS' REPORTED MEDICARE "ALLOWABLE COSTS" ON LINE 6 GIVEN ST. FRANCIS' QUALITY OF CARE, SUCCESSFUL OUTCOMES AND THE SIGNIFICANT DIFFERENCE BETWEEN ACTUAL COSTS ST. FRANCIS INCURS AND MEDICARE "ALLOWABLE COSTS" IN PROVIDING CARE UNDER THE MEDICARE PROGRAM. THEREFORE, ST. FRANCIS FIRMLY BELIEVES THAT THERE IS A TRUE COMMUNITY BENEFIT COMPONENT TO ITS PARTICIPATION IN THE FEDERAL MEDICARE PROGRAM. PART III, LINE 9B: ST. FRANCIS' WRITTEN DEBT COLLECTION POLICY AND COLLECTION PRACTICES APPLY UNIFORMLY TO ALL PATIENTS AND INCLUDE PROVISIONS RELATED TO ITS CHARITY CARE PROGRAM AND OTHER FINANCIAL ASSISTANCE PROGRAMS. IF A PATIENT IS KNOWN TO QUALIFY FOR A FINANCIAL ASSISTANCE PROGRAM, THEY ARE AUTOMATICALLY AFFORDED THE PROGRAM BENEFITS FOR UP TO ONE YEAR AS THEY WOULD HAVE ALREADY PROVIDED INFORMATION NECESSARY FOR ST. FRANCIS TO MAKE SUCH A DETERMINATION. FOR EXAMPLE, A PATIENT THAT QUALIFIED FOR ST. FRANCIS' CHARITY CARE PROGRAM BEFORE RECEIVING SERVICES WOULD NOT RECEIVE A BILLING STATEMENT FOR THE MEDICAL SERVICES PROVIDED. IN THE CASE OF A PATIENT QUALIFYING FOR THE CHARITY CARE PROGRAM AFTER RECEIVING SERVICES AND THE COMMENCEMENT OF CERTAIN COLLECTION ACTIVITIES, THE AMOUNTS ARE DISCHARGED AS CHARITY CARE AND ALL COLLECTION ACTIVITIES CEASE. AS DISCUSSED IN THE RESPONSE TO PART VI, LINE 3, PATIENTS ARE INFORMED AND EDUCATED ON ST. FRANCIS' FINANCIAL ASSISTANCE PROGRAMS INCLUDING ITS CHARITY CARE PROGRAM AS PART OF THE ROUTINE REGISTRATION, ADMISSION, INTAKE, BILLING AND COLLECTION PROCESSES. IF A PATIENT DESIRES TO APPLY FOR THE CHARITY CARE PROGRAM, PERSONNEL WILL SEND AN APPLICATION TO THE PATIENT. IF COLLECTION ACTIVITIES HAVE COMMENCED, THOSE ACTIVITIES WILL BE SUSPENDED FOR THIRTY (30) DAYS TO ALLOW TIME FOR THE APPLICATION PROCESS. COLLECTION ACTIVITY MAY RESUME IF, AFTER 30 DAYS, A COMPLETED APPLICATION HAS NOT BEEN RECEIVED. IN THE CASE OF AN INCOMPLETE APPLICATION, ST. FRANCIS MAY RESUME COLLECTION ACTIVITIES IF REQUESTS FOR ADDITIONAL INFORMATION ARE NOT MET WITH A TIMELY RESPONSE. IF AN APPLICANT DOES NOT MEET THE ELIGIBILITY CRITERIA AND THE APPLICATION IS DENIED, COLLECTION ACTIVITY MAY RESUME UPON DENIAL. HOWEVER, THE PATIENT MAY STILL BE ELIGIBLE FOR OTHER FINANCIAL ASSISTANCE PROGRAMS THAT ARE APPLIED AS WARRANTED BASED UPON THE INFORMATION PROVIDED. SUCH ACTIVITIES ARE FULLY EXPLAINED TO THE PATIENT DURING THE COLLECTION PROCESS. SCH H , PART III, SECTION A, LINE 3 ST. FRANCIS HAS ADOPTED HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION [HFMA] STATEMENT NO. 15, VALUATION AND FINANCIAL STATEMENT PRESENTATION OF CHARITY CARE, IMPLICIT PRICE CONCESSIONS AND BAD DEBTS BY INSTITUTIONAL HEALTHCARE PROVIDERS (STATEMENT 15). AS DISCLOSED IN THE FOOTNOTES TO ST. FRANCIS' AUDITED FINANCIAL STATEMENTS (SEE RESPONSE TO PART III, LINE 4), THE PROVISIONS FOR BAD DEBT AND CHARITY CARE ARE BASED UPON MANAGEMENT'S ASSESSMENT OF HISTORICAL AND EXPECTED NET COLLECTIONS CONSIDERING HISTORICAL BUSINESS AND ECONOMIC CONDITIONS, TRENDS IN HEALTHCARE COVERAGE, AND OTHER COLLECTION INDICATORS. THEREFORE, THE BAD DEBT AMOUNT STATED FOR FINANCIAL REPORTING PURPOSES IS REPORTED "NET" OF ANY ANTICIPATED PATIENT DISCOUNTS OR IMPLICIT PRICE CONCESSIONS TO WHICH THE PATIENT MAY BE ELIGIBLE INCLUDING, BUT NOT LIMITED TO, THE UNINSURED DISCOUNT PROGRAM (DISCUSSED ABOVE) AND REFLECTS THE ESTIMATED AMOUNT REPORTED AS "NET PATIENT SERVICE REVENUE" DURING THE CURRENT PERIOD OR ANY PREVIOUS PERIOD. THIS DOES NOT NECESSARILY EQUAL THE "COST" TO PROVIDE THE MEDICAL SERVICES. ALSO, NOTE THAT AMOUNTS RELATED TO PATIENTS WHO HAVE QUALIFIED UNDER THE CHARITY CARE PROGRAM ARE NOT INCLUDED IN EITHER NET PATIENT REVENUE OR IN BAD DEBT EXPENSE. IN OTHER WORDS, THE BAD DEBT EXPENSE AS REPORTED IN THE REVENUE SECTION OF THE FINANCIAL STATEMENTS OF THE FORM 990 DOES NOT INCLUDE AMOUNTS RELATED TO QUALIFIED CHARITY CARE PATIENTS AND IS STATED AT THE "NET" EXPECTED OR ANTICIPATED COLLECTION AMOUNT, WHICH MAY BE SIGNIFICANTLY DIFFERENT THAN PATIENT CHARGES DUE TO THE APPLICATION OF DISCOUNTS SUCH AS THOSE PROVIDED UNDER THE UNINSURED DISCOUNT PROGRAM. THIS AMOUNT ALSO CONSTITUTES A DIFFERENT AMOUNT THAN ST. FRANCIS' ACTUAL COST TO PROVIDE THE MEDICAL SERVICES. TO ARRIVE AT THE BAD DEBT "AT COST" AS REPORTED IN FORM 990, SCHEDULE H, PART III, LINE 2, ST. FRANCIS HAS APPLIED A RATIO OF PATIENT CARE COST TO CHARGES (COST-TO-CHARGE RATIO) TO THE ESTIMATED PATIENT CHARGE AMOUNT INCLUDED IN BAD DEBT AFTER REMOVING THE ANTICIPATED DISCOUNTS. THIS PROCESS PROVIDES A VERY CONSERVATIVE ESTIMATE OF ST. FRANCIS' BAD DEBT (AT COST) REPORTED ON LINE 2.ST. FRANCIS HAS A ROBUST PROCESS FOR ADMINISTERING ITS FINANCIAL ASSISTANCE PROGRAMS INCLUDING THE CHARITY CARE AND UNINSURED DISCOUNT PROGRAM DESCRIBED IN FURTHER DETAIL IN PART VI, LINE 3. EACH PATIENT IS PROVIDED NUMEROUS OPPORTUNITIES TO APPLY TO ALLINA PARTNER'S CARE PROGRAM AND TO PARTICIPATE, IF QUALIFIED, TO RECEIVE FREE OR DISCOUNTED MEDICAL CARE OR BE ENROLLED IN A GOVERNMENT SPONSORED MEDICAL CARE PROGRAM UNDER ST. FRANCIS'S VARIOUS FINANCIAL ASSISTANCE PROGRAMS. THE ADMINISTRATIVE PROCESS INCLUDES IDENTIFYING ANY PATIENT WITH A FINANCIAL CONCERN, AS WELL AS INFORMING, COUNSELING, QUALIFYING AND ASSISTING PATIENTS TO APPLY FOR THE ST. FRANCIS' CHARITY CARE AND OTHER FINANCIAL ASSISTANCE PROGRAMS. ALTHOUGH EACH PATIENT IS PROVIDED NUMEROUS OPPORTUNITIES TO RECEIVE FINANCIAL ASSISTANCE AND INFORMED MULTIPLE TIMES OF THE CHARITY CARE PROGRAM PRIOR TO ST. FRANCIS CLASSIFYING THE AMOUNTS AS BAD DEBT, IT IS POSSIBLE THAT PATIENTS WHO WOULD QUALIFY FOR CHARITY CARE DO NOT COMPLETE THE APPLICATION. THIS AMOUNT IS NOT REASONABLY ESTIMABLE.AS A TAX-EXEMPT HOSPITAL, ST. FRANCIS IS REQUIRED TO PROVIDE NECESSARY MEDICAL CARE REGARDLESS OF THE PATIENT'S ABILITY TO PAY FOR THE SERVICES PROVIDED. DUE TO CIRCUMSTANCES BEYOND ST. FRANCIS' CONTROL, A PERSON WHO WOULD OTHERWISE QUALIFY UNDER THE CHARITY CARE PROGRAM MAY NOT PROVIDE ST. FRANCIS THE NECESSARY INFORMATION, FAIL TO QUALIFY FOR THE PROGRAM, AND FAIL TO RECEIVE FREE CARE. ULTIMATELY, THOSE AMOUNTS ARE WRITTEN-OFF AND REPORTED AS BAD DEBT EXPENSE. ANY METHODOLOGY ST. FRANCIS COULD USE TO QUANTIFY AND PROVIDE AN ESTIMATE OF HOW MUCH BAD DEBT (AT COST AND IF ANY) REPORTED ON LINE 2 REASONABLY COULD BE ATTRIBUTABLE TO PERSONS WHO LIKELY WOULD QUALIFY FOR FINANCIAL ASSISTANCE UNDER ST. FRANCIS' CHARITY CARE POLICY AND FOR ST. FRANCIS TO PROVIDE AN ESTIMATE OF WHAT PORTION OF BAD DEBT, IF ANY, ST. FRANCIS BELIEVES SHOULD CONSTITUTE COMMUNITY BENEFIT WOULD BE PURELY SPECULATIVE, IMPRECISE AND SUBJECT TO INHERENT METHODOLOGY FLAWS. WHILE ST. FRANCIS FIRMLY BELIEVES, FOR THE REASONS STATED ABOVE, THAT SOME COMPONENT OF ITS REPORTED BAD DEBT EXPENSE (AT COST) ON LINE 2 CONSTITUTES AMOUNTS RELATED TO PERSONS WHO LIKELY WOULD QUALIFY FOR FINANCIAL ASSISTANCE UNDER ST FRANCIS' CHARITY CARE PROGRAM, ST. FRANCIS CANNOT REASONABLY QUANTIFY THE AMOUNT AND RESPECTFULLY DECLINES THE OPPORTUNITY TO PROVIDE AN AMOUNT. THEREFORE, ST. FRANCIS HAS REPORTED ZERO OR NONE FOR FORM 990, SCHEDULE H, PART III, LINE 3. PART VI, LINE 2: AS A COMMUNITY PARTNER, ST. FRANCIS REGIONAL MEDICAL CENTER (ST. FRANCIS) IN CONJUNCTION WITH ALLINA HEALTH COLLABORATES WITH COMMUNITY MEMBERS, ORGANIZATIONS, AND POLICYMAKERS TO IMPROVE THE HEALTH OF ALL PEOPLE IN OUR COMMUNITIES AND TO FOCUS OUR COMMUNITY HEALTH IMPROVEMENT INITIATIVES AND INVESTMENTS TO IMPROVE HEALTH EQUITY. THESE COMMITMENTS SERVED AS THE GUIDING PRINCIPLES OF OUR CHNA APPROACH, INCLUDING THE PROCESS, IMPLEMENTATION, AND EVALUATION METHODS. IN 2022, ST. FRANCIS CONDUCTED ITS 2023-2025 CHNA WITH GUIDANCE AND SUPPORT FROM THE ALLINA HEALTH SYSTEM OFFICE. THE ST. FRANCIS CHNA PROCESS INCLUDED INVOLVEMENT FROM LOCAL PUBLIC HEALTH IN SCOTT AND CARVER COUNTIES, RESIDENTS, COMMUNITY PARTNERS AND STAKEHOLDERS AS WELL AS THE ST. FRANCIS REGIONAL MEDICAL CENTER COMMUNITY ADVISORY COUNCIL, WHICH INCLUDES REPRESENTATION FROM HEALTH AND HUMAN SERVICES, MENTAL HEALTH PROFESSIONALS, REPRESENTATIVES OF THE MENTAL HEALTH LOCAL ADVISORY COUNCIL, CARVER-SCOTT-DAKOTA COMMUNITY ACTION PARTNERSHIP, LAW ENFORCEMENT AND SOMALI AND LATINE COMMUNITY ORGANIZATIONS. BASED ON THE DATA REVIEW AND COMMUNITY FEEDBACK THAT WERE PART OF THE ST. FRANCIS CHNA PROCESS, THE FOLLOWING PRIORITIES WERE SELECTED FOR 2023-2025: - MENTAL HEALTH AND WELLNESS - SUBSTANCE ABUSE PREVENTION AND RECOVERY - SOCIAL DETERMINANTS OF HEALTH AND HEALTH RELATED SOCIAL NEEDS, WITH A PARTICULAR FOCUS ON BELONGING AND INCLUSION, FOOD, AND HOUSING AND HOMELESSNESS - ACCESS TO CULTURALLY RESPONSIVE CARETO INCREASE UNDERSTANDING OF COMMUNITY MEMBERS' PERSPECTIVES ON IDENTIFIED HEALTH ISSUES AND IDEAS FOR ADDRESSING THEM, STAFF CONDUCTED 20 KEY INFORMANT INTERVIEWS AND TWO GROUP DISCUSSIONS WITH INDIVIDUALS SUCH AS RESIDENTS, STAFF FROM SOCIAL SERVICE AND PUBLIC HEALTH ORGANIZATIONS AND OTHERS. ADDITIONALLY, AT THE SYSTEM LEVEL, FEEDBACK WAS SOUGHT FROM ALLINA HEALTH STAFF WITH UNIQUE ROLES SUPPORTING PATIENTS INCLUDING LANGUAGE SERVICES, COMMUNITY PARAMEDICS AND SPIRITUAL CARE. STAFF COLLECTED FEEDBACK THROUGH A RANGE OF METHODS, INCLUDING FOCUS GROUPS AND INTERVIEWS. IN MARCH, APRIL AND JULY 2022, COMMUNITY ENGAGEMENT LEADERS FROM ACROSS THE ALLINA HEALTH SYSTEM DISCUSSED THE RESULTS OF EACH HOSPITAL'S DATA REVIEW, PRIORITIZATION AND COMMUNITY INPUT PROCESSES. PRIORITIES AND COMMON THEMES FOR ACTION WERE IDENTIFIED ACROSS ALL GEOGRAPHIES. THE PRIORITIZED COMMUNITIES IDENTIFIED BY EACH ALLINA HEALTH HOSPITAL WERE ALSO COMPARED AND THE MOST COMMON WERE IDENTIFIED FOR SYSTEM ACTION. COPIES OF EACH FACILITY'S NEEDS ASSESSMENT REPORT AND ACTION PLAN CAN BE FOUND AT: HTTPS://WWW.ALLINAHEALTH.ORG/ABOUT-US/COMMUNITY-INVOLVEMENT/NEED-ASSESSMENTS/2023-2025-NEEDS-ASSESSMENTS-AND-IMPLEMENTATION-PLANSIN ADDITION TO THE FORMAL CHNA, ALLINA HEALTH HOSPITALS ASSESS COMMUNITY NEED ON AN ONGOING BASIS THROUGH PARTICIPATION IN COMMUNITY DIALOGUES AND COALITIONS, AND IN ONGOING DATA REVIEW IN PARTNERSHIP WITH PUBLIC HEALTH AND LOCAL NONPROFITS. PART VI, LINE 3: AS A FAITH-BASED, NOT-FOR-PROFIT HOSPITAL, ST. FRANCIS DELIVERS COMPASSIONATE, HIGH QUALITY, AFFORDABLE HEALTH CARE SERVICES AND ADVOCATES FOR PEOPLE WITH LIMITED FINANCIAL MEANS. ST. FRANCIS WORKS TO ENSURE THAT THE FINANCIAL CAPACITY OF PEOPLE WHO NEED HEALTH CARE SERVICES DOES NOT PREVENT THEM FROM SEEKING OR RECEIVING CARE AT ST. FRANCIS. PROVIDING CONVENIENT ACCESS TO NECESSARY MEDICAL CARE REGARDLESS OF ONE'S ABILITY TO PAY FOR THOSE SERVICES IS IMPORTANT TO ST. FRANCIS. THROUGH ALLINA HEALTH SYSTEM, ST. FRANCIS HAS ESTABLISHED THE FOLLOWING FINANCIAL ASSISTANCE PROGRAMS: - ALLINA PARTNER'S CARE PROGRAM, PROVIDING CHARITY CARE - UNINSURED DISCOUNTS PROGRAM- SPECIAL CIRCUMSTANCES ASSISTANCE (INDIVIDUAL, CASE-BY-CASE BASIS)- MEDELIGIBLE SERVICES- MEDCREDIT FINANCIAL SERVICES ST. FRANCIS EMPLOYS FINANCIAL COUNSELORS TO ASSIST PEOPLE WHO WILL BE RECEIVING CARE IN BOTH THE INPATIENT AND OUTPATIENT SETTING. THE FINANCIAL COUNSELOR WORKS WITH INDIVIDUALS ON A CASE-BY-CASE BASIS. ST. FRANCIS ALSO EMPLOYS A FINANCIAL COUNSELOR FOR ITS EMERGENCY DEPARTMENT. THIS ALLOWS ST. FRANCIS TO ENROLL UNINSURED PATIENTS INTO PROGRAMS THE PATIENT MAY NOT OTHERWISE KNOW THEY ARE ENTITLED TO PARTICIPATE IN. IT ALSO ALLOWS ST. FRANCIS TO CONNECT THE PATIENTS WITH COMMUNITY RESOURCES LIKE THE RIVER VALLEY NURSING CENTER AND ST. MARY'S HEALTH CLINICS, BOTH OF THESE COMMUNITY PROGRAMS RECEIVE CHARITABLE CONTRIBUTIONS FROM ST. FRANCIS. ST. FRANCIS' CHARITY CARE POLICY AND UNINSURED DISCOUNT POLICY ARE AVAILABLE IN MULTIPLE LANGUAGES.FOR MORE INFORMATION ON ANY OF THE ST. FRANCIS FINANCIAL ASSISTANCE PROGRAMS, YOU MAY VISIT WWW.STFRANCIS-SHAKOPEE.COM OR WWW.ALLINAHEALTH.ORG AND CLICK ON THE FINANCIAL ASSISTANCE LINK.ST. FRANCIS PARTICIPATES IN ALL ALLINA HEALTH SYSTEM PROGRAMMING WITH RESPECT TO FINANCIAL ASSISTANCE, INCLUDING THE FOLLOWING:CHARITY CARE PROGRAM - ALLINA PARTNER'S CARE PROGRAM PROVIDES FREE MEDICALLY NECESSARY CARE TO ALL PERSONS AT OR BELOW 275 PERCENT OF THE FEDERAL POVERTY GUIDELINES AS PUBLISHED ANNUALLY IN THE FEDERAL REGISTER. THE PROGRAM WAS ESTABLISHED TO ASSIST PATIENTS WHO DO NOT QUALIFY FOR MEDICAL ASSISTANCE OR MINNESOTA CARE AND WHOSE ANNUAL INCOMES ARE AT OR BELOW 275 PERCENT OF THE FEDERAL POVERTY LEVEL. THE APPLICATION IS BRIEF AND ASKS FOR INFORMATION ON FAMILY SIZE, EMPLOYMENT, INCOME, BANKING AND INSURANCE. IF A PATIENT MEETS THE ELIGIBILITY GUIDELINES, THEIR TOTAL BALANCE WILL BE ZERO. THEY WILL RECEIVE FREE MEDICAL CARE. AN ELIGIBLE INDIVIDUAL WILL BE COVERED BY THE PROGRAM FOR UP TO ONE YEAR BARRING ANY SIGNIFICANT CHANGE IN INCOME. PATIENTS MAY BE ASKED TO APPLY FOR MEDICAL ASSISTANCE AND MINNESOTA CARE AND BE FOUND INELIGIBLE FOR THOSE PROGRAMS BEFORE THEY QUALIFY FOR ST FRANCIS' PARTNER'S CARE PROGRAM.THE UNINSURED DISCOUNT PROGRAM PROVIDES A DISCOUNT ON BILLED CHARGES TO UNINSURED PATIENTS, AND INSURED PATIENTS WHO RECEIVE UNINSURED TREATMENT, FOR MEDICALLY NECESSARY CARE RECEIVED FROM ANY ALLINA HOSPITAL, HOSPITAL BASED CLINIC AND WHOLLY-OWNED AMBULATORY SURGERY CENTERS. UNINSURED PATIENTS AND INSURED PATIENTS WHO RECEIVE UNINSURED TREATMENT ARE ELIGIBLE FOR A DISCOUNT BASED UPON THEIR INCOME LEVEL AND THE LOCATION OF THE SERVICES PROVIDED. ALL PATIENTS WITH AN ANNUAL INCOME AT OR BELOW $125,000 ARE ELIGIBLE FOR A DISCOUNT. THE DISCOUNT IS ALSO GENERALLY EXTENDED TO PATIENTS WITH AN ANNUAL INCOME ABOVE $125,000. THERE ARE THREE DISCOUNTS LEVELS ESTABLISHED, ONE FOR METRO HOSPITALS, ONE FOR REGIONAL HOSPITALS, AND ONE FOR HOSPITAL BASED CLINICS WITHIN THE ALLINA SYSTEM. SPECIAL CIRCUMSTANCES ASSISTANCE (ON INDIVIDUAL CASE BY CASE BASIS) - ST. FRANCIS PROVIDES FOR THE CONSIDERATION OF SPECIAL CIRCUMSTANCES FOR THE "MEDICALLY INDIGENT." ST. FRANCIS EXTENDS THE CHARITY CARE PROGRAM IN INSTANCES IT DETERMINES THE PATIENT IS UNABLE TO PAY SOME OR ALL OF THEIR MEDICAL BILLS DUE TO CATASTROPHIC CIRCUMSTANCES EVEN THOUGH THEY HAVE INCOME OR ASSETS THAT OTHERWISE EXCEED THE GENERALLY APPLICABLE ELIGIBILITY CRITERIA FOR THE FREE CARE PROGRAM OR THE DISCOUNTED CARE PROGRAM (DESCRIBED BELOW) UNDER ST. FRANCIS' FINANCIAL ASSISTANCE PROGRAM GUIDELINES. FINANCIAL ASSISTANCE SERVICES WILL PROVIDE AN EVALUATION OF PATIENTS WITH SPECIAL CIRCUMSTANCES. THERE MAY BE A CIRCUMSTANCE WHERE PATIENTS EXPERIENCE A CATASTROPHIC EVENT THAT PUTS THEM IN A DEVASTATING FINANCIAL POSITION WHEREBY THE PROGRAM REPRESENTATIVES WILL DETERMINE HOW TO BEST SUPPORT THEM FINANCIALLY. MEDELIGIBLE SERVICES PROVIDE ADVOCACY SUPPORT TO PATIENTS WHO HAVE DIFFICULTY PAYING THEIR MEDICAL BILLS. THEY CAN ASSIST PATIENTS WITH APPLYING FOR FEDERAL, STATE AND COUNTY BENEFIT PROGRAMS. THE MEDELIGIBLE SERVICES PERSONNEL ARE ADVOCATES WHO EDUCATE PATIENTS AND FAMILIES ABOUT THE ADVANTAGES OF PROGRAMS AND ASSIST THEM WITH GETTING HELP. PERSONNEL CAN PROVIDE ASSISTANCE WITH MEDICAID AND MEDICARE, SOCIAL SECURITY, VETERAN'S ADMINISTRATION, FOOD STAMPS, EMERGENCY FOOD, AND SHELTER. MEDCREDIT FINANCIAL SERVICES PROVIDES FINANCIAL LOANS TO PATIENTS WHO CANNOT AFFORD TO PAY THEIR MEDICAL BILLS. THE PATIENT CAN CONSOLIDATE ALL MEDICAL EXPENSES FROM PARTICIPATING PROVIDERS SUCH THAT THE PATIENT HAS ONLY ONE MONTHLY PAYMENT. THERE IS NO CREDIT APPLICATION REQUIRED AND NO ANNUAL FEES OR DUES. THE ANNUAL PERCENTAGE INTEREST RATE IS 8 PERCENT. ONCE A PATIENT HAS ESTABLISHED A MEDCREDIT ACCOUNT, AMOUNTS CAN BE ADDED ON ANY ADDITIONAL MEDICAL EXPENSES FOR THEMSELVES AND THEIR FAMILY. PAYMENT PLANS-IF A PATIENT INDICATES THEY ARE UNABLE OR UNWILLING TO PAY THE BALANCE IN FULL, ST. FRANCIS OFFERS A PAYMENT PLAN WHICH CANNOT EXCEED TWELVE MONTHS AND CANNOT BE LESS THAN THIRTY DOLLARS PER MONTH. IF THE PATIENT IS UNABLE TO MEET THESE PARAMETERS, MEDCREDIT IS OFFERED TO THEM. THE FINANCIAL ASSISTANCE SERVICES INFORMATION AND EDUCATION METHODS - ALLINA HAS ROBUST METHODS TO INFORM AND EDUCATE PATIENTS AND PERSONS WHO ARE BILLED FOR PATIENT CARE ABOUT THEIR ELIGIBILITY FOR ASSISTANCE UNDER ITS FINANCIAL ASSISTANCE PROGRAMS, INCLUDING ITS CHARITY CARE PROGRAM, AND ALSO ABOUT GOVERNMENT PROGRAMS FOR WHICH THEY MAY BE ELIGIBLE TO RECEIVE BENEFITS. EACH PATIENT BILLING STATEMENT CONTAINS INFORMATION ABOUT THE FINANCIAL ASSISTANCE PROGRAMS AND INCLUDES CONTACT INFORMATION. THE ST. FRANCIS WEBSITE HOMEPAGE AT WWW.STFRANCIS-SHAKOPEE.COM PROMINENTLY CONTAINS A LINK TO THE FINANCIAL ASSISTANCE SERVICES PAGE WHICH DESCRIBES ST FRANCIS' FINANCIAL ASSISTANCE PROGRAMS AND INCLUDES CONTACT INFORMATION. ST. FRANCIS POSTS SUMMARIES OF ITS FINANCIAL ASSISTANCE PROGRAMS IN BROCHURES IN ADMISSIONS AREAS, EMERGENCY ROOMS, AND OTHER AREAS ST. FRANCIS' FACILITIES WHERE ELIGIBLE PATIENTS ARE LIKELY TO BE PRESENT. THE BROCHURES CONTAIN SUMMARIES OF THE FINANCIAL ASSISTANCE PROGRAMS AND INCLUDE CONTACT INFORMATION FOR THE PROGRAMS. THIS INFORMATION IS ALSO AVAILABLE IN SOMALI AND SPANISH. REGISTRATION, ADMISSIONS AND INTAKE PERSONNEL ARE TRAINED TO PROVIDE FINANCIAL ASSISTANCE PROGRAM INFORMATION TO ANYONE EXPRESSING A CONCERN ABOUT THEIR ABILITY TO PAY FOR SERVICES. ALL "SELF-PAY" PATIENTS (THE PATIENT IS NOT COVERED BY INSURANCE OR A GOVERNMENT PROGRAM) THAT COMES TO ST. FRANCIS' EMERGENCY ROOM RECEIVES A PACKET OF INFORMATION CONTAINING EVERYTHING NECESSARY TO APPLY FOR ST. FRANCIS' FINANCIAL ASSISTANCE PROGRAMS AND CERTAIN GOVERNMENT PROGRAMS. THERE IS CONTACT INFORMATION AND TELEPHONE NUMBERS THEY CAN CALL WITH ANY QUESTIONS OR TO RECEIVE ASSISTANCE IN COMPLETING APPLICATIONS. FINANCIAL ASSISTANCE PROGRAM PERSONNEL ALSO MEET DIRECTLY WITH ANY SELF-PAY PATIENT ADMITTED TO THE HOSPITAL. PERSONNEL WILL MEET WITH PATIENTS WHEREVER IT IS MOST CONVENIENT FOR THE PATIENT SUCH AS THE HOSPITAL, A CLINIC, ST. FRANCIS' OFFICES OR THE PATIENT'S HOME. ST. FRANCIS HAS AN INTERPRETER SERVICES TEAM THAT PROVIDES INTERPRETERS TO PATIENTS, COMPANIONS AND FAMILIES WHO HAVE LIMITED ENGLISH PROFICIENCY (LEP) OR ARE DEAF OR HARD OF HEARING (DHH). THIS SERVICE IS PROVIDED AT NO COST TO THE PATIENT. LEP AND DHH PERSONNEL ARE TRAINED TO INFORM AND EDUCATE PATIENTS ABOUT THE FINANCIAL ASSISTANCE PROGRAMS. ALL PERSONNEL RESPONSIBLE FOR ST. FRANCIS' COLLECTION ACTIVITIES ARE EXTENSIVELY TRAINED ON ST. FRANCIS' FINANCIAL ASSISTANCE PROGRAMS. ANY TIME A PATIENT EXPRESSES A CONCERN REGARDING THEIR ABILITY TO PAY FOR SERVICES, THE PERSONNEL EXPLAIN THE FINANCIAL ASSISTANCE PROGRAMS, ASK CERTAIN QUESTIONS TO OBTAIN INFORMATION AND TO DETERMINE WHICH FINANCIAL ASSISTANCE PROGRAMS THE PATIENT MAY QUALIFY AND BEST FITS THE PATIENTS' NEEDS. PART VI, LINE 4: ALLINA HEALTH SYSTEM (ALLINA HEALTH) IS A NOT-FOR-PROFIT SYSTEM OF CLINICS, HOSPITALS AND OTHER HEALTH CARE SERVICES. ALLINA HEALTH OWNS AND OPERATES 10 HOSPITALS, MORE THAN 90 CLINICS AND HEALTH CARE SERVICES, INCLUDING HOME CARE, HOSPICE CARE, PALLIATIVE CARE, OXYGEN AND MEDICAL EQUIPMENT, PHARMACIES AND EMERGENCY MEDICAL TRANSPORTATION IN OPERATION WITHIN MINNESOTA AND WESTERN WISCONSIN. NEARLY ALL ALLINA HOSPITAL PATIENTS COME FROM MINNESOTA AND WISCONSIN, THE MAJORITY OF WHICH COME FROM THE COUNTIES SURROUNDING ITS HOSPITALS AND CLINICS, INCLUDING THE SEVEN-COUNTY TWIN CITIES METRO AND SUBURBAN AND RURAL COMMUNITIES IN WESTERN WISCONSIN, SOUTHERN MINNESOTA AND CENTRAL MINNESOTA. COMMUNITIES SERVED BY ALLINA HEALTH ARE ASSIGNED INTO ONE OF NINE REGIONS AND EACH REGION INCLUDES AT LEAST ONE HOSPITAL WITHIN OUR SYSTEM. COMMUNITY ENGAGEMENT LEADS ARE ASSIGNED TO EACH REGION TO ENGAGE COMMUNITY IN COMMUNITY BENEFIT ACTIVITIES. ST. FRANCIS REPRESENTS THE SOUTH METRO.WEST METRO THE WEST METRO REGION INCLUDES ABBOTT NORTHWESTERN HOSPITAL AND PHILLIPS EYE INSTITUTE AND SERVES MOST COMMUNITIES WITHIN HENNEPIN COUNTY, THE LARGEST COUNTY IN MINNESOTA. THE CITY OF MINNEAPOLIS IS ITS LARGEST CITY AND THE COUNTY SEAT. THE WEST METRO REGION SERVES BOTH URBAN AND SUBURBAN COMMUNITIES AND INCLUDES A RANGE OF SOCIOECONOMIC STATUSES AS WELL AS A BROAD REPRESENTATION OF RACES AND ETHNICITIES. EAST METRO THE EAST METRO REGION INCLUDES UNITED HOSPITAL AND SERVES RAMSEY, WASHINGTON AND DAKOTA COUNTIES. THIS REGION SPANS THE EASTERN EDGE OF THE TWIN CITIES METRO, INCLUDING THE CITY OF ST. PAUL AND ITS SURROUNDING COMMUNITIES. ST. PAUL IS THE CAPITAL AND SECOND-MOST POPULOUS CITY IN THE STATE. THE EAST METRO REGION IS HIGHLY DIVERSE; GEOGRAPHICALLY, SOCIOECONOMICALLY AND RACIALLY. NORTHWEST METRO THE NORTHWEST METRO REGION INCLUDES MERCY HOSPITAL AND ITS UNITY CAMPUS AND PRIMARILY SERVES COMMUNITIES WITHIN ANOKA COUNTY, BUT ALSO INCLUDES AREAS WITHIN RAMSEY, SHERBURNE AND HENNEPIN COUNTIES. ANOKA COUNTY IS THE FOURTH-MOST POPULOUS COUNTY IN THE STATE OF MINNESOTA AND INCLUDES THE NORTHWEST METROPOLITAN AREA THAT IS PREDOMINANTLY SUBURBAN IN NATURE. SOUTH METRO THE SOUTH METRO REGION INCLUDES ST. FRANCIS REGIONAL MEDICAL CENTER, A PARTIALLY-OWNED HOSPITAL WITHIN THE ALLINA SYSTEM, AND PRIMARILY SERVES SCOTT AND EASTERN CARVER COUNTIES, BUT ALSO INCLUDES COMMUNITIES IN SIBLEY, LE SUEUR, DAKOTA AND HENNEPIN COUNTIES. THIS REGION INCLUDES BOTH SUBURBAN AND SMALL COMMUNITIES IN THE SOUTHWEST AREA OF THE MINNEAPOLIS-ST. PAUL METROPOLITAN AREA. NORTHWEST REGIONAL THE NORTHWEST REGIONAL AREA INCLUDES BUFFALO HOSPITAL AND IS LOCATED WEST OF THE METROPOLITAN AREA OF MINNEAPOLIS AND ST. PAUL. THIS REGION PRIMARILY SERVES WRIGHT COUNTY, BUT ALSO SERVES COMMUNITIES WITHIN STEARNS, MEEKER AND HENNEPIN COUNTIES. THIS REGION IS MADE UP OF BOTH SMALL AND RURAL COMMUNITIES. NORTH REGIONALTHE NORTH REGIONAL AREA INCLUDES CAMBRIDGE MEDICAL CENTER AND SERVES SMALL AND RURAL COMMUNITIES WITHIN ISANTI, CHISAGO, KANABEC AND PINE COUNTIES NORTH OF THE METROPOLITAN AREA OF MINNEAPOLIS AND ST. PAUL. SOUTHWEST REGIONALTHE SOUTHWEST REGIONAL AREA IS LOCATED IN SOUTH CENTRAL MINNESOTA AND INCLUDES NEW ULM MEDICAL CENTER. THE REGION SERVES COMMUNITIES AND RURAL AREAS IN AND AROUND BROWN COUNTY AND COMMUNITIES WITHIN SIBLEY AND NICOLLET COUNTIES. SOUTH REGIONALLOCATED SOUTH OF THE TWIN CITIES METROPOLITAN AREA, THE SOUTH REGIONAL REGION PRIMARILY SERVES MID-SIZED SUBURBAN CITIES AND RICE, STEELE AND SOUTHERN DAKOTA COUNTIES AS WELL AS COMMUNITIES AND RURAL AREAS ACROSS DODGE, WASECA, AND GOODHUE COUNTIES. OWATONNA HOSPITAL AND DISTRICT ONE HOSPITALS SERVE THESE AREAS.EAST REGIONALTHE EAST REGIONAL REGION IS LOCATED IN EASTERN MINNESOTA AND WESTERN WISCONSIN. IT INCLUDES REGINA HOSPITAL AND RIVER FALLS AREA HOSPITALS, SERVING COMMUNITIES IN DAKOTA COUNTY IN MINNESOTA, AND PIERCE AND ST. CROIX COUNTIES IN WISCONSIN. PART VI, LINE 5: GOVERNING BODY A MAJORITY OF ST. FRANCIS' GOVERNING BODY IS COMPRISED OF PERSONS WHO RESIDE IN THE ORGANIZATION'S PRIMARY SERVICE AREA WHO ARE NEITHER EMPLOYEES NOR INDEPENDENT CONTRACTORS OF THE ORGANIZATION NOR FAMILY MEMBERS THEREOF. OPEN MEDICAL STAFFTHE MEDICAL STAFF AT ST. FRANCIS IS OPEN, WITH THE EXCEPTION OF CERTAIN DEPARTMENTS (SUCH AS RADIOLOGY, PATHOLOGY, EMERGENCY MEDICINE) WITH WHICH ST. FRANCIS HAS ENTERED INTO EXCLUSIVE CONTRACTS WITH PARTICULAR MEDICAL GROUPS. THE HOSPITAL ENTERS INTO THESE CONTRACTS WHEN IT DETERMINES SUCH ARRANGEMENTS WILL IMPROVE CARE AND OPERATIONS IN THE HOSPITAL BY, FOR EXAMPLE, IMPROVING THE QUALITY OF PATIENT CARE, ASSURING THE AVAILABILITY OF SPECIFIC SERVICES, REDUCING THE COSTS OF PROVIDING HEALTH CARE, ALLOCATING HOSPITAL RESOURCES MORE EFFICIENTLY, SECURING GREATER PATIENT SATISFACTION, OR FACILITATING THE ORDERLY OPERATIONS OF THE HOSPITAL. IT DOES NOT ENTER INTO THESE ARRANGEMENTS SOLELY TO BENEFIT OR EXCLUDE SPECIFIC PROVIDERS OR TO RESTRAIN COMPETITION.ST. FRANCIS ENGAGES IN A BROAD ARRAY OF ACTIVITIES THAT PROMOTE GOOD HEALTH IN OUR COMMUNITY. SEVERAL DEPARTMENTS ENGAGE IN COMMUNITY OUTREACH ACTIVITIES INCLUDING SUPPORT GROUPS (DIABETES, CANCER, GRIEF AND LOSS), EDUCATIONAL CLASSES (CPR ANYTIME, NUTRITION), AND FREE SCREENINGS (SKIN CANCER, CERVICAL CANCER, AND DIABETES). ST. FRANCIS PARTNERS WITH SEVERAL LOCAL ORGANIZATIONS IN STRENGTHENING THE CONTINUUM OF CARE FOR PEOPLE WHO ARE UNINSURED AND UNDERINSURED. ST. FRANCIS PROVIDED FINANCIAL SUPPORT FOR RIVER VALLEY HEALTH SERVICES WHICH OFFERS FREE PUBLIC HEALTH NURSING AND SOCIAL SERVICES REFERRALS FOR THE UNINSURED AND UNDERINSURED IN SCOTT AND EASTERN CARVER COUNTY. RIVER VALLEY HEALTH SERVICES COORDINATES CARE FOR THE UNINSURED POPULATION, HELPING PEOPLE NAVIGATE THE HEALTH AND SOCIAL SERVICES SYSTEM AND CONNECT WITH THE MOST APPROPRIATE CARE PROVIDER FOR THE CLIENT'S PARTICULAR NEED. PART VI, LINE 6: PURSUANT TO A JOINT MEMBERSHIP AGREEMENT, ALLINA HEALTH SYSTEM, PARK NICOLLET HEALTH SERVICES, AND ESSENTIA HEALTH ARE JOINT MEMBERS OF ST. FRANCIS REGIONAL MEDICAL CENTER (ST. FRANCIS).UNDER THE MEMBERSHIP AGREEMENT, ALLINA HEALTH HAS THE AUTHORITY AND RESPONSIBILITY FOR THE OPERATION AND MAINTENANCE OF ST. FRANCIS, INCLUDING PROMOTING THE HEALTH OF THE COMMUNITIES SERVED BY ST. FRANCIS. THE JOINT MEMBERS HAVE CERTAIN JOINT RESERVE POWERS. ALLINA HEALTH AND ESSENTIA HEALTH HAVE CERTAIN EXCLUSIVE RESERVE POWERS RELATING TO GOVERNANCE OF ST. FRANCIS. PART VI, LINE 7, REPORTS FILED WITH STATES MN 1 RIVER VALLEY COMMUNITY PARTNERSHIP (DBATHE RIVER VALLEY HEALTH SERVICES) 303 EAST 6TH STREET CHASKA MN 55318 202886410 501(C)(3) 20000 0 TO SUPPORT GENERAL OPERATING EXPENSES SHAKOPEE COMMUNITY EDUCATION 1200 TOWN SQUARE SHAKOPEE MN 55379 416003781 ISD 720 20000 0 TO SUPPORT GENERAL OPERATING EXPENSES OF MI CASA SUMMER CAMP FOR HISPANIC/LATINO FAMILIES ST MARY'S HEALTH CLINIC 1884 RANDOLPH AVENUE ST PAUL MN 55105 411760632 509(A)(2) 25000 0 TO SUPPORT GENERAL OPERATING EXPENSES 1 2 HOUSING AND LIVING 13 21827 PART I, LINE 2: ST. FRANCIS REGIONAL MEDICAL CENTER STRICTLY MONITORS GRANT FUNDS TO ENSURE THAT SUCH GRANTS ARE USED FOR PROPER AND INTENDED PURPOSES AND ARE NOT OTHERWISE DIVERTED FROM THE INTENDED USE. THE ORGANIZATION HAS PROCESS WHICH INCLUDES A WRITTEN APPLICATION WHICH REQUIRES SUPPORTING DOCUMENTATION AND SUBSTANTIATION PRIOR TO A GRANT BEING APPROVED AND DISBURSED. IN ADDITION AND DEPENDING ON THE FACTS AND CIRCUMSTANCE OF THE GRANT, THE ORGANIZATION EMPLOYS VARIOUS METHODS TO ENSURE PROPER AND INTENDED USE SUCH AS PERIODIC REPORTING TO THE ORGANIZATION, FIELD INVESTIGATIONS, CONTRACTS WITH REPAYMENT CLAUSES, REQUIRING ADDITIONAL SUBSTANTIATION AND DOCUMENTATION NOT AVAILABLE AT THE TIME OF THE GRANT, PAYING THIRD PARTIES DIRECTLY ON BEHALF OF THE GRANTEE ORGANIZATION, AND OTHER METHODS AS APPROPRIATE AND WARRANTED. 1 0 1 0 0 0 1 1 0 1 1 MONTE JOHNSON MD FORMER DIRECTOR/VP MEDICAL 211731 141154 52036 34691 19940 13294 39931 26621 20965 13976 344603 229736 14142 9428 AMY JERDEE DIRECTOR/PRESIDENT 321864 0 77712 0 14424 0 57446 0 31565 0 503011 0 0 0 SETH VOGEL MD DIRECTOR 0 331966 0 0 0 11022 0 18300 0 31565 0 392853 0 0 KEITH OLSON DO DIRECTOR 0 264052 0 50201 0 26490 0 16775 0 22234 0 379752 0 0 NANCY O'CONNOR DIRECTOR 0 236284 0 0 0 28218 0 16094 0 34315 0 314911 0 0 KARYN BARRY CRNA 232285 0 0 0 6946 0 0 0 32266 0 271497 0 0 0 SUE MILLER VP PATIENT CARE SVCS. 89499 0 51685 0 104264 0 9236 0 14839 0 269523 0 0 0 DEAN TEBRAKE CRNA 224179 0 1900 0 7908 0 0 0 20462 0 254449 0 0 0 CHRISTY MCGUFFEE CRNA 215290 0 0 0 7106 0 0 0 23550 0 245946 0 0 0 FARAH PIEPER CRNA 237960 0 500 0 4175 0 0 0 522 0 243157 0 0 0 COLEEN HELBERG CRNA 236091 0 100 0 4277 0 0 0 438 0 240906 0 0 0 LAURA RANDGAARD VP PATIENT CARE SVCS. 176272 0 20546 0 1311 0 10269 0 31565 0 239963 0 0 0 CYNTHIA VINCENT VP FINANCE 70416 0 43708 0 83607 0 7691 0 12127 0 217549 0 49820 0 ANGELA GUTZMER FINANCE DIRECTOR 161444 0 18221 0 1658 0 12187 0 22373 0 215883 0 0 0 PART I, LINE 4B 4(B): AMY JERDEE - $12,274; NANCY O'CONNOR - $7,384; CYNTHIA VINCENT - $69,765; SUE MILLER - $82,365; SETH VOGEL, MD - $9,576; MONTE JOHNSON, MD - $30,781. PART I, LINE 6 DEFERRED COMPENSATION PLANS TERMS AND CONDITIONS: SEE SCHEDULE O RELATED TO FORM 990, PART VI, SECTION B, LINE 15 FOR A STATEMENT ON ALLINA HEALTH SYSTEM (ALLINA) PROVIDING ST. FRANCIS REGIONAL MEDICAL CENTER (ST. FRANCIS) STAFFING. ALLINA INCENTIVE PLAN ALLINA PROVIDES AN ANNUAL INCENTIVE COMPENSATION OPPORTUNITY FOR EXECUTIVES, MANAGEMENT AND KEY INDIVIDUAL CONTRIBUTOR STAFF. UNDER THIS PLAN, THE TARGET AWARD IS EXPRESSED AS A FUNCTION OF THE PARTICIPANT'S SALARY PAID DURING THE CALENDAR YEAR AND REQUIRES AT LEAST FOUR MONTHS OF SERVICE IN AN ELIGIBLE POSITION DURING THE YEAR. ACTUAL AWARDS CAN RANGE FROM 0% TO 150% OF THE TARGET AWARD, BASED ON ALLINA'S FINANCIAL AND NON-FINANCIAL PERFORMANCE OVER THE CALENDAR YEAR. NON-FINANCIAL PERFORMANCE MEASURES INCLUDE PATIENT & EMPLOYEE SAFETY, QUALITY, PATIENT EXPERIENCE AND FINANCIAL HEALTH. NO AWARDS ARE PROVIDED UNLESS THRESHOLD FINANCIAL PERFORMANCE IS ACHIEVED. PARTICIPANTS WHO HAVE LEFT EMPLOYMENT PRIOR TO THE END OF THE YEAR AS THE RESULT OF VOLUNTARY TERMINATION OR TERMINATION FOR POOR PERFORMANCE ARE NOT ELIGIBLE FOR AN AWARD. PART I, LINE 8 CERTAIN AMOUNTS REPORTED ON FORM 990, PART VII WERE PAID OR ACCRUED PURSUANT TO A CONTRACT THAT WAS SUBJECT TO THE INITIAL CONTRACT EXCEPTION DESCRIBED IN REGULATION SECTION 53.4958-4(A)(3). FROM TIME TO TIME, ST. FRANCIS REGIONAL MEDICAL CENTER ENTERS INTO CONTRACTUAL ARRANGEMENTS THAT MAY QUALIFY FOR THE INITIAL CONTRACT EXCEPTION BASED ON THE TERMS AND UNDERSTANDINGS OF THE CONTRACTUAL AGREEMENTS. SCHEDULE J, LINE 4(A) & (B) ADDITIONAL COMPENSATION DISCLOSURE: DEFERRED COMPENSATION PLANS TERMS AND CONDITIONS: ALLINA DEFINED CONTRIBUTION SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN THIS PLAN WAS AMENDED AND FROZEN EFFECTIVE DECEMBER 31, 2008, SUCH THAT NO FUTURE BENEFITS ACCRUE FOR SERVICE AFTER THAT DATE. THIS PLAN WAS REPLACED WITH THE EXECUTIVE RETIREMENT BENEFIT RESTORATION PLAN (ERBRP) EFFECTIVE JANUARY 1, 2009, AND IS NOW FROZEN AS OF DECEMBER 31, 2018. ELIGIBLE ALLINA EXECUTIVES PARTICIPATED IN A DEFINED CONTRIBUTION SERP. EMPLOYER CREDITS WERE MADE EACH YEAR TO THEIR DC SERP BALANCE ACCORDING TO THE FOLLOWING SCHEDULE: EXEC YRS OF SERVICE CONTRIBUTION % OF PENSIONABLE EARNINGS 0-5 2.75% 6-10 3.50% 11+ 4.75% EXECUTIVES WERE ALSO CREDITED AN AMOUNT EQUAL TO THE EXCESS AMOUNT THAT WOULD HAVE BEEN CREDITED TO THE PENSION ACCOUNT PLAN WERE IT NOT FOR THE QUALIFIED PLAN COMPENSATION LIMITS. DEPOSITS EARN THE INVESTMENT RATE OF RETURN EQUAL TO THE PENSION ACCOUNT PLAN CREDITING RATE AS DECLARED BY ALLINA. THE CURRENT RATE IS 4%. THE PARTICIPANT VESTS AFTER THREE YEARS OF EXECUTIVE SERVICE PROVIDED THAT IF THE PARTICIPANT TERMINATES EMPLOYMENT WITH ALLINA PRIOR TO AGE 65 FOR ANY REASON OTHER THAN ELIMINATION OF POSITION, THE PARTICIPANT MUST FULFILL THE TERMS OF A COVENANT NOT TO COMPETE, BENEFITS ARE PAID AS A SINGLE LUMP-SUM AMOUNT UPON AGE 65, RETIREMENT OR JOB POSITION ELIMINATION. IN THE CASE OF OTHER VOLUNTARY TERMINATIONS, PAYMENT IS DELAYED UNTIL COMPLETION OF THE TWO-YEAR NON-COMPETE PERIOD. THE DC SERP IS PAYABLE FROM ALLINA'S GENERAL ASSETS. IF ALLINA BECOMES INSOLVENT, THE PARTICIPANT WILL BE AN UNSECURED CREDITOR AND WILL HAVE NO PRIORITY CLAIM TO ANY ASSETS. ALLINA EXECUTIVE RETIREMENT BENEFIT RESTORATION PLAN (ERBRP) ELIGIBLE ALLINA EXECUTIVES PARTICIPATE IN A DEFERRED COMPENSATION RETIREMENT PLAN. EXECUTIVES ARE CREDITED AN AMOUNT EQUAL TO THE EXCESS AMOUNT THAT WOULD HAVE BEEN CREDITED TO THE ALLINA RETIREMENT SAVINGS PLAN WERE IT NOT FOR THE QUALIFIED PLAN COMPENSATION LIMITS. EMPLOYER CREDITS ARE MADE EACH YEAR TO THEIR ACCOUNT BALANCE ACCORDING TO THE FOLLOWING SCHEDULE AS OF THE END OF THE PLAN YEAR: PARTICIPANT'S YEARS OF VESTING SERVICE APPLICABLE PERCENTAGE LESS THAN 1 0% 1-5 5.0% 6-10 5.5% 11-15 6.0% 16 OR MORE 6.5% DEPOSITS EARN THE INVESTMENT RATE OF RETURN EQUAL TO THE INVESTMENT OPTIONS SELECTED BY THE PARTICIPANT WHICH ARE THE SAME OPTIONS AVAILABLE UNDER THE QUALIFIED PLAN. A PARTICIPANT WHO HAS COMPLETED AT LEAST TWO YEARS OF SERVICE BECOMES VESTED IN THE PORTION OF HIS OR HER ACCOUNT ATTRIBUTABLE TO THE ANNUAL CREDIT FOR A PARTICULAR YEAR AS OF JANUARY 15 OF THE YEAR FOLLOWING THE CALENDAR YEAR IN WHICH THE ANNUAL CREDIT IS EARNED. IN THE EVENT OF TERMINATION (OTHER THAN BECAUSE OF DEATH) PRIOR TO AGE 67, THE DISTRIBUTION DATE SHALL BE AS SOON AS ADMINISTRATIVELY POSSIBLE AFTER TERMINATION IN THE FORM OF A LUMP SUM PAYMENT. THE PLAN IS PAYABLE FROM ALLINA'S GENERAL ASSETS. IF ALLINA BECOMES INSOLVENT, THE PARTICIPANT WILL BE AN UNSECURED CREDITOR AND WILL HAVE NO PRIORITY CLAIM TO ANY ASSETS. THIS PLAN WAS EFFECTIVE JANUARY 1, 2009 AND IS NOW FROZEN AS OF DECEMBER 31, 2018. EXECUTIVE SEVERANCE PLAN ALLINA PROVIDES SALARY CONTINUATION FOR EXECUTIVES WHOSE EMPLOYMENT HAS BEEN INVOLUNTARILY TERMINATED FOR REASONS OTHER THAN CAUSE OR POOR PERFORMANCE. THE LENGTH OF THE SEVERANCE PAY PERIOD IS DEFINED BY THE PLAN AND DEPENDS ON THE LEVEL OF THE EXECUTIVE POSITION. UNDER THE PLAN THE SEVERED EXECUTIVE ALSO COULD CONTINUE CERTAIN BENEFITS FOR A LIMITED PERIOD OF TIME. IN 2009 THE PLAN WAS AMENDED TO FURTHER RESTRICT SEVERANCE BENEFITS IN THE CASE THAT THE EXECUTIVE OBTAINS OTHER EMPLOYMENT DURING THE SEVERANCE PERIOD. SUPPLEMENTAL PHYSICIAN AND EXECUTIVE SAVINGS PLAN THIS PLAN'S PURPOSE IS TO PROVIDE A SELECT GROUP OF PHYSICIANS AND EXECUTIVES WITH ADDITIONAL DEFERRED COMPENSATION. AMOUNTS DEFERRED UNDER THE PLAN ARE INTENDED TO BE EXEMPT FROM CODE SECTION 409A AND 457(F). ANNUAL CONTRIBUTIONS ARE MADE EACH FEBRUARY AND ARE BASED ON PREVIOUS YEAR'S ELIGIBLE COMPENSATION. PARTICIPANT'S APPLICABLE CONTRIBUTION PERCENTAGE FOLLOWS: PARTICIPANT APPLICABLE PERCENTAGE PHYSICIANS 5% VP'S 12% SVP | EVP 15% CEO 20% OF BASE SALARY + 10% OF BASE SALARY OVER IRS PAY LIMIT IF PARTICIPANT IS FULLY VESTED, THE CONTRIBUTION IS PAID DIRECTLY TO PARTICIPANT, LESS TAXES IN LATE JANUARY. IF PARTICIPANT IS UNVESTED, THE CONTRIBUTION IS DEPOSITED WITH FIDELITY. THE VESTING SCHEDULE FOR THIS PLAN FOLLOWS: FOR 2019 CONTRIBUTION, ONLY - IT WAS DEPOSITED IN FEBRUARY 2020, 50% VESTING AFTER 2 YEARS - I.E. 2021, PAID OUT 01/2021; AND, 50% VESTING IN 2022, PAID OUT 01/2022. FOR 2020 CONTRIBUTIONS AND AFTER - VESTING OCCURS AFTER 3 YEARS - I.E. 2020 CONTRIBUTION VESTS IN 2023, THE 2021 CONTRIBUTION VESTS IN 2024, ETC. PARTICIPANTS ARE 100% VESTED AT THE EARLIER OF AT LEAST AGE 60 WITH 7 YEARS OF SERVICE OR AGE 65. GRANDFATHERED PROVISION - FOR THOSE AGE 54 OR OLDER AND EMPLOYED AS OF 12/31/2018: EARLIER OF AT LEAST AGE 60 WITH 3 YEARS OF SERVICE OR AGE 65. THIS PLAN WAS EFFECTIVE JANUARY 1, 2019. A NON-COMPETE CLAUSE DOES NOT APPLY TO THIS PLAN. ALLINA HEALTH PHYSICIAN DEFERRED AWARD PLAN ALLINA HEALTH ESTABLISHED THIS EMPLOYEE BENEFIT PLAN TO PROVIDE DESIGNATED PHYSICIANS WITH ADDITIONAL DEFERRED COMPENSATION TO PROVIDE LONG TERM INCENTIVES TO REMAIN WITH THE COMPANY AND CONTRIBUTE TO ITS' SUCCESSFUL PERFORMANCE. SELECT PHYSICIANS ARE ELIGIBLE TO PARTICIPATE AFTER ONE FULL CALENDAR YEAR OF EMPLOYMENT AND BE WORKING A .5 FTE OR GREATER AS OF THE DECEMBER 31ST OF THE PLAN YEAR FOR WHICH THE CONTRIBUTION IS PROVIDED. THE PLAN ANNUAL FUNDING AWARD POOL IS DISCRETIONARY AND WILL BE DETERMINED AT THE END OF THE PLAN YEAR AND MUST BE APPROVED BY THE ALLINA HEALTH BOARD COMPENSATION COMMITTEE. ONCE THE AWARD POOL IS DETERMINED, THE AMOUNTS WILL BE ALLOCATED EQUALLY WITH ADJUSTMENTS MADE BASED ON THE PARTICIPANT'S FTE STATUS. A PARTICIPANT'S ACCOUNT SHALL BECOME VESTED AND NON-FORFEITABLE UPON THE EARLIEST OF THE FOLLOWING: THE DATE THE PARTICIPANT HAS ATTAINED AGE 65 THE DATE A TERMINATED PARTICIPANT HAS REACHED AGE 55, COMPLETED TEN YEARS OF VESTING SERVICE AND SATISFIED A TWO-YEAR NON-COMPETE RESTRICTION THE DATE OF THE PARTICIPANT'S DEATH. A CITY OF SHAKOPEE 416005539 819175BJ8 2014-06-18 46172827 SEE PART VI 0 0 0 A 11865000 46172827 750150 45422677 2014 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 0 0 0 0 1 A 1 SCHEDULE K SUPPLENTAL INFORMATION IN JUNE 2014, THE CITY OF SHAKOPEE , ON BEHALF OF ST. FRANCIS REGIONAL MEDICAL CENTER, ISSUED FIXED RATE HEALTH CARE FACILITIES REVENUE REFUNDING BONDS, SERIES 2014. THE 2014 BONDS, WHICH ARE SECURED BY PLEDGED REVENUE , WERE USED TO REDEEM THE CITY OF SHAKOPEE, MINNESOTA HEALTH CARE FACILITIES FIXED RATE REVENUE BONDS, SERIES 2004 ON SEPTEMBER 1, 2014. USED FOR THE PURPOSE OF REFUNDING OF THE 2004 DEBT WHICH INCLUDED THE REFUNDING OF THE SERIES 1998 NOTES, CONSTRUCTION OF IMPATIENT BED TOWER AND RENOVATION OF MULTIPLE EXISTING FACILITIES, ACQUISITION OF MEDICAL EQUIPMENT, INFORMATION TECHNOLOGY, AND FURNISHINGS. X LIP KITS 300 54000 FMV X ORNAMENTS 750 17216 FMV X STUFFED ANIMALS 206 7210 FMV X TECHNOGYM BIKE 1 6500 FMV X STUFFED ANIMALS 1400 5600 FMV X HOLIDAY CARDS 600 874 FMV 0 0 0 FORM 990, PART V, LINE 1A: ST. FRANCIS REGIONAL MEDICAL CENTER DOES NOT ISSUE PAYMENTS TO VENDORS AND SUPPLIERS BUT RATHER ALLINA HEALTH SYSTEM, A JOINT MEMBER ORGANIZATION, PROVIDES PAYMENTS TO VENDORS AND SUPPLIERS. THE NUMBER REPORTED ON FORM 990, PART V, LINE 1A IS THE NUMBER REPORTED ON ALLINA HEALTH SYSTEM'S FORM 1096 BOX 3 RELATED TO PAYMENTS MADE ON BEHALF OF ST. FRANCIS REGIONAL MEDICAL CENTER BY ALLINA. FORM 990, PART VI, SECTION A, LINE 3 ST. FRANCIS REGIONAL MEDICAL CENTER (ST. FRANCIS) HAS THREE MEMBERS, EACH OF WHICH IS A MINNESOTA NONPROFIT CORPORATION AND 501(C)(3) ORGANIZATION. PURSUANT TO A JOINT MEMBERSHIP AGREEMENT, ESSENTIA HEALTH, ALLINA HEALTH SYSTEM, AND PARK NICOLLET HEALTH SERVICES ARE JOINT MEMBERS OF ST. FRANCIS. ALLINA HEALTH SYSTEM HAS THE AUTHORITY AND RESPONSIBILITY FOR THE OPERATIONS AND MAINTENANCE OF ST. FRANCIS. THE JOINT MEMBERS HAVE CERTAIN JOINT RESERVED POWERS. ALLINA HEALTH SYSTEM AND ESSENTIA HEALTH HAVE CERTAIN EXCLUSIVE RESERVED POWERS RELATING TO THE GOVERNANCE OF ST. FRANCIS. THE RESERVED AND JOINT POWERS ARE FULLY DESCRIBED IN ST. FRANCIS' GOVERNING DOCUMENTS. AS OF DECEMBER 1, 2022, HPI-RAMSEY TRANSFERRED ITS MEMBERSHIP INTEREST IN ST. FRANCIS REGIONAL MEDICAL CENTER TO PARK NICOLLET HEALTH SERVICES. FORM 990, PART VI, SECTION A, LINE 6 SEE DESCRIPTION FOR LINE 3 ABOVE. FORM 990, PART VI, SECTION A, LINE 7A SEE DESCRIPTION FOR LINE 3 ABOVE. FORM 990, PART VI, SECTION A, LINE 7B SEE DESCRIPTION FOR LINE 3 ABOVE. FORM 990, PART VI, SECTION B, LINE 11B THE ST. FRANCIS REGIONAL MEDICAL CENTER ("ST. FRANCIS") FORM 990 WAS PREPARED BY THE TAX SERVICES FUNCTION OF ALLINA HEALTH SYSTEM ("ALLINA"), A JOINT MEMBER ORGANIZATION. THE FORM 990 FILING WAS SUBJECTED TO A RIGOROUS REVIEW PROCESS BY ALLINA'S TAX MANAGER AND TAX DIRECTOR. ALLINA'S CHIEF FINANCIAL OFFICER ALSO PERFORMED AN EXECUTIVE REVIEW OF THE FORM 990. AFTER THE MANAGEMENT REVIEW PROCESS DESCRIBED ABOVE WAS COMPLETED, THE FINAL FORM 990, AS ULTIMATELY FILED WITH THE INTERNAL REVENUE SERVICE ["IRS"], WAS PROVIDED TO EACH VOTING MEMBER OF ST. FRANCIS' BOARD OF DIRECTORS. THE ST. FRANCIS BOARD OF DIRECTORS REVIEWED THE FORM 990 AND AUTHORIZED AND APPROVED THE FILING OF THE FORM 990 AND THE MINNESOTA CHARITABLE TRUST ANNUAL REPORT. THE BOARD OF DIRECTORS RESOLUTION ALSO DIRECTED OFFICERS TO FILE THE FORM 990 WITH THE IRS AND THE CHARITABLE TRUST ANNUAL REPORT WITH THE CHARITIES DIVISION OF THE OFFICE OF THE MINNESOTA ATTORNEY GENERAL. THE ABOVE STATED REVIEW AND APPROVAL PROCESS OCCURRED PRIOR TO FILING THE ST. FRANCIS FORM 990 WITH THE IRS AND MINNESOTA CHARITABLE TRUST ANNUAL REPORT WITH THE MINNESOTA ATTORNEY GENERAL. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS SEVERAL METHODS OF MONITORING AND ENFORCING COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. FIRST, THE ORGANIZATION REGULARLY DISTRIBUTES CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRES TO ITS OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES. THESE INDIVIDUALS ARE REQUIRED TO DISCLOSE ANNUALLY ANY INTEREST THAT COULD GIVE RISE TO CONFLICTS, INCLUDING ANY FAMILY OR BUSINESS RELATIONSHIP. SECOND, THE GENERAL COUNSEL'S OFFICE ANNUALLY DELIVERS A REPORT TO ALLINA'S BOARD OF DIRECTORS WHICH INCLUDES, AMONG OTHER THINGS, THE RESULTS OF THE CONFLICT OF INTEREST QUESTIONNAIRE, AN ANALYSIS OF POTENTIAL CONFLICTS, AND GUIDANCE FOR SATISFACTORILY RESOLVING CONFLICTS. THIRD, THE ORGANIZATION UNDERTAKES MANDATORY COMPLIANCE TRAINING OF ALL ITS EMPLOYEES WHICH INCLUDES TRAINING ON CONFLICTS OF INTEREST. FOURTH, ALL EMPLOYEES RECEIVE, AND ARE EXPECTED TO CONDUCT THEMSELVES IN ACCORDANCE WITH, ALLINA'S CODE OF CONDUCT. THE CODE OF CONDUCT CONTAINS EDUCATIONAL MATERIALS AND GUIDANCE TO RESOLVE POTENTIAL CONFLICTS OF INTEREST. FIFTH, ALLINA MAINTAINS A CORPORATE INTEGRITY HOTLINE, A CONFIDENTIAL 24 HOUR EXTERNAL RESOURCE TO HELP ANSWER QUESTIONS RELATED TO ETHICAL BUSINESS CONDUCT. ALL CALLS TO THE INTEGRITY LINE ARE KEPT CONFIDENTIAL. FORM 990, PART VI, SECTION B, LINE 15 ST. FRANCIS REGIONAL MEDICAL CENTER (ST. FRANCIS) HAS NO EMPLOYEES OF ITS OWN BUT RATHER ALLINA HEALTH SYSTEM, A JOINT MEMBER ORGANIZATION, PROVIDES THE STAFFING. THEREFORE, ST.FRANCIS' COMPENSATION AND BENEFITS PROGRAMS ARE VESTED IN AND ADMINISTERED IN CONJUNCTION WITH ALLINA HEALTH SYSTEM. THE COMPENSATION COMMITTEE OF THE ALLINA HEALTH SYSTEM BOARD OF DIRECTORS IS RESPONSIBLE FOR ALL COMPENSATION AND BENEFITS PROGRAM ELEMENTS FOR NON-COLLECTIVELY BARGAINED ALLINA HEALTH SYSTEM EXECUTIVE EMPLOYEES INCLUDING THOSE AT ST. FRANCIS. ALLINA HEALTH SYSTEM USES A PROCESS FOR DETERMINING COMPENSATION FOR THE ALLINA HEALTH SYSTEM CHIEF EXECUTIVE OFFICER, AND CERTAIN OTHER OFFICERS AND KEY EMPLOYEES THAT INCLUDED ALL OF THE FOLLOWING ELEMENTS: - REVIEW AND APPROVAL BY THE HUMAN RESOURCES AND COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS, THE MEMBERS OF WHICH ARE INDEPENDENT AND WITHOUT A CONFLICT OF INTEREST AS DEFINED IN REGULATION SECTION 53.4958-6(C)(1)(III). - ENGAGEMENT OF AN INDEPENDENT COMPENSATION CONSULTANT SPECIALIZING IN EXECUTIVE COMPENSATION. - USE OF DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. - CONTEMPORANEOUS DOCUMENTATION, SUBSTANTIATION AND RECORDKEEPING WITH RESPECT TO DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. THE ABOVE DESCRIBED PROCESS AND AN ASSESSMENT IS PERFORMED AT LEAST ANNUALLY FOR THE FOLLOWING POSITIONS: CHIEF EXECUTIVE OFFICER, PRESIDENT AND CHIEF OPERATING OFFICER; EVP CHIEF FINANCIAL OFFICER, EVP CHIEF HUMAN RESOURCES AND ADMINISTRATIVE OFFICER; SVP OPERATIONS/PRESIDENT III; SVP CHIEF MARKETING OFFICER; SVP CHIEF COMPLIANCE OFFICER; SVP CHIEF STRATEGY AND GROWTH OFFICER; SVP CHIEF MEDICAL OFFICER; SVP GENERAL COUNSEL; SVP CHIEF INFORMATION AND IMPROVEMENT OFFICER. IN ADDITION, THE COMPENSATION COMMITTEE REVIEWS AND RECOMMENDS CHANGES TO THE BOARD OF DIRECTORS FOR THE ALLINA HEALTH SYSTEM CHIEF EXECUTIVE OFFICER AND REVIEWS AND APPROVES ALL COMPENSATION CHANGES OF THE OTHER FORE MENTIONED POSITIONS LISTED IN ADVANCE OF THE CHANGE. FORM 990, PART VI, SECTION C, LINE 19 ST. FRANCIS REGIONAL MEDICAL CENTER MAKES ITS FORM 990, FORM 1023, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. TO ARRANGE AN INSPECTION OR RECEIVE A COPY, PLEASE CONTACT THE FOLLOWING: ST. FRANCIS REGIONAL MEDICAL CENTER TAX SERVICES MAIL ROUTE 10890 P.O. BOX 43 MINNEAPOLIS, MN 55407-0043 TELEPHONE: 612-262-0660 PHYSICAL ADDRESS: 2925 CHICAGO AVENUE MINNEAPOLIS, MN 55407-1321 THE FORM 990 AND FORM 1023 ARE ALSO AVAILABLE DIRECTLY FROM THE INTERNAL REVENUE SERVICE. THE FORM 990 IS ALSO AVAILABLE FROM THE CHARITIES DIVISION OF THE OFFICE OF THE MINNESOTA ATTORNEY GENERAL. THE FINANCIAL STATEMENTS ARE ALSO AVAILABLE FROM ELECTRONIC MUNICIPAL MARKET ACCESS AND ON THEIR WEBSITE AT HTTP://EMMA.MSRB.ORG. FORM 990, PART XI, LINE 9: CONTRIBUTION, EXPENSE AND GRANT FOUNDATION TRANSFER -1,283,645. FORM 990, PART XII, LINE 2C: THIS PROCESS REMAINS UNCHANGED FROM PRIOR YEAR. VALLEY REHABILITATION SERVICES LLC 1455 ST FRANCIS AVENUE SHAKOPEE MN 55379 411752857 MEDICAL SERVICES MN -207940 75028 ST FRANCIS REGIONAL MEDICAL CENTER ST FRANCIS AMBULATORY SERVICES LLC 1455 ST FRANCIS AVENUE SHAKOPEE MN 55379 882456523 AMBULATORY SERVICES MN 0 0 ST FRANCIS REGIONAL MEDICAL CENTER ALLINA HEALTH SYSTEM PO BOX 43 MAIL ROUTE 10890 MINNEAPOLIS MN 554400043 363261413 HEALTHCARE SERVICES MN 501(C)(3) LINE 3 N/A 0 HPI-RAMSEY 8170 33RD AVENUE S PO BOX 1309 MINNEAPOLIS MN 554401309 411793333 SUPPORTING ORGANIZATION MN 501(C)(3) LINE 12A, I HEALTHPARTNERSINC 0 ESSENTIA HEALTH 502 E SECOND STREET DULUTH MN 55805 200360007 SUPPORTING ORGANIZATION MN 501(C)(3) LINE 12C, III-FI N/A 0 PARK NICOLLET HEALTH SERVICES 6500 EXCELSIOR BOULEVARD ST LOUIS PARK MN 55426 363465840 CORPORATE PLANNING AND OVERSIGHT MN 501(C)(3) LINE 10 HEALTHPARTNERSINC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0