2024-05-07T14:58:50+00:00 2023-06-30 346565596 ERNST & YOUNG US LLP 2323 VICTORY AVENUE DALLAS TX 75219 990 2022-07-01 850106941 St Vincent Hospital STVI 5059833361 C/O JO LUEPKE PO BOX 2107 SANTA FE NM 87504 LILLIAN MONTOYA CEO 2024-05-07 true REUBEN MURRAY 999009999 true Stephanie Lew P01080011 2149698000 2022 2023-04-26 12:10:37Z CHRISTUS ST VINCENT REGIONAL MEDICAL CENTER LILLIAN MONTOYA PO BOX 2107 SANTA FE NM 87504 696574190 false X WWW.STVIN.ORG X 1967 NM TO PROVIDE A HEALING MINISTRY TO IMPROVE LIVES THROUGH EXCELLENT, COMPASSIONATE HEALTH CARE TO THE CORPORATION'S COMMUNITY AND SUPPORT MEDICAL INSTRUCTION AND RESEARCH. 13 9 2840 130 22524 4863 5391461 7691356 538179304 525762617 11434013 9750651 24774851 26573894 579779629 569778518 1203276 1731805 0 262214996 268172180 0 593158 254890397 284053002 518308669 553956987 61470960 15821531 713504339 756873447 106620440 74710430 606883899 682163017 X ST. VINCENT HOSPITAL IS ORGANIZED TO PROVIDE COMPREHENSIVE HEALTH SERVICES; PROVIDE MEDICAL, NURSING AND HEALTH EDUCATION PROGRAMS, ENCOURAGE RESEARCH AND WAYS TO SAVE HUMAN LIFE, MINIMIZE HUMAN SUFFERING AND IMPROVE HEALTH SERVICES; AND MOBILIZE ALL COMMUNITY SUPPORT AND RESOURCES TO SERVE THE COMPREHENSIVE NEEDS OF THE CORPORATION'S COMMUNITY AND THE STATE OF NEW MEXICO. false false 147926790 270879038 See Schedule O 260479865 186211895 See Schedule O 65634483 69080172 See Schedule O 13608341 545089 COMMUNITY SERVICES FOR THE BROADER COMMUNITY HELPING TO PREPARE FUTURE HEALTHCARE PROFESSIONALS IS A DISTINGUISHING CHARACTERISTIC OF NONPROFIT HOSPITALS AND CONSTITUTES A SIGNIFICANT COMMUNITY BENEFIT. ST. VINCENT HOSPITAL ASSISTS IN THE EDUCATION OF HEALTHCARE PROFESSIONALS BY PROVIDING CLINICAL SETTINGS, SCHOLARSHIPS, INTERNSHIPS AND RESIDENCIES FOR PHYSICIANS, NURSES AND OTHER HEALTH PROFESSIONALS. THE FOLLOWING ACTIVITIES WERE CONDUCTED IN THIS AREA: ST. VINCENT HOSPITAL FOUNDATION NURSE SCHOLARSHIPS (IN PARTNERSHIP WITH SANTA FE COMMUNITY COLLEGE AND NORTHERN NEW MEXICO COMMUNITY COLLEGE) AND THE ST. VINCENT HOSPITAL MEDICAL RESIDENCY PROGRAM (A THREE-YEAR PRIMARY CARE RESIDENCY PROGRAM FOR PHYSICIANS IN PARTNERSHIP WITH THE UNIVERSITY OF NEW MEXICO, ALBUQUERQUE). ADDITIONALLY, ST. VINCENT'S FUNDS THE HEALTH CARE EXPLORERS PROGRAM GEARED TO HIGH SCHOOL STUDENTS WITH AN INTEREST IN THE HEALTH CARE PROFESSION. ST. VINCENT HOSPITAL USED CASH DONATIONS AS A VEHICLE TO HELP OUR COMMUNITIES. WE MADE CASH DONATIONS, IN ADDITION TO GRANTS, TO SUPPORT NONPROFIT HEALTHCARE ORGANIZATIONS AND PROGRAMS. ST. VINCENT HOSPITAL ALSO MADE CASH AND IN-KIND DONATIONS TO FUND COMMUNITY INITIATIVES SUCH AS AN ANNUAL HOLIDAY COAT DRIVE FOR CHILDREN; PHYSICAL FITNESS PROGRAMS FOR CHILDREN AND ADULTS (NATIONAL DANCE INSTITUTE, ELEMENTARY SCHOOL FUN RUNS, SCHOOL HEALTH FAIRS AND WELLNESS PROGRAMS; ELDER/SENIOR SERVICES AND VETERANS' PROGRAMS; LOCAL AND NATIONAL SERVICE ORGANIZATION FUNDRAISERS (ROTARY, ELKS AND KIWANIS CLUBS); AND NATIVE AMERICAN PUEBLO HEALTH DAYS AND PHYSICAL FITNESS EVENTS. ST. VINCENT HOSPITAL ASSOCIATES SERVED ON LOCAL NONPROFIT BOARDS AND INITIATIVES. THE HOSPITAL ALSO PROVIDES NO-COST MEETING SPACE TO COMMUNITY NONPROFIT ORGANIZATIONS AND GROUPS. ANNUALLY, ST. VINCENT HOSPITAL ADVOCATES FOR IMPROVING PUBLIC POLICIES, WORKING TO ESTABLISH, AND IN SOME INSTANCES AUGMENT, GRASSROOTS ADVOCACY FOR GREATER ACCESS TO HEALTH CARE SERVICES FOR THE CONSTITUENTS WE SERVE. 1722592 498940 COMMUNITY SERVICES FOR THE POOR AND UNDERSERVED ST. VINCENT HOSPITAL HAS RECOGNIZED THE NEED FOR SIGNIFICANT COMMUNITY-WIDE HEALTH AND HUMAN SERVICES BEYOND THE DIRECT SERVICES OF THE HOSPITAL. AS SUCH, ST. VINCENT PROVIDES FUNDING TO THOSE WITH LIMITED OR NO MEANS TO PAY, UNDERSERVED POPULATIONS AND THE BROADER COMMUNITY. THESE PROGRAMS ARE FUNDED FROM THE HOSPITAL'S GENERAL FUNDS AND ARE PROVIDED EITHER DIRECTLY BY ST. VINCENT OR THROUGH OTHER NONPROFIT COMMUNITY HEALTHCARE ORGANIZATIONS. COLLABORATIVE EFFORTS WITH LA FAMILIA MEDICAL CENTER, PRESBYTERIAN MEDICAL SERVICES, SOUTHWEST CARE AND INDIAN HEALTH SERVICES PROVIDE PRIMARY CARE TO MEET THE NEEDS OF THE POOR, UNDERSERVED AND HOMELESS. ONE EXAMPLE OF CHRISTUS HEALTH, MEMBER ORGANIZATION, COMMUNITY BENEFITS ACCOUNTED FOR UNDER COMMUNITY SERVICES FOR THE POOR AND UNDERSERVED INCLUDE THE CHRISTUS COMMUNITY DIRECT INVESTMENT PROGRAM (CDI). THE PURPOSE OF THE CDI PROGRAM IS TO SUPPORT COMMUNITY-DRIVEN INITIATIVES PRIMARILY FOR AFFORDABLE HOUSING AND ECONOMIC DEVELOPMENT BY PROVIDING FINANCING AT BELOW-MARKET INTEREST RATES TO NOT-FOR-PROFIT ORGANIZATIONS AT TERMS NOT EXCEEDING MORE THAN FIVE YEARS. THE INCOME LOST FROM THE DIFFERENCE IN THE MARKET RATE LESS OUR LOAN RATE (FOREGONE INCOME) IS CONSIDERED A COMMUNITY BENEFIT FOR REPORTING PURPOSES. THE COST OF THESE INVESTMENTS IS NOT INCLUDED IN THE PROGRAM SERVICE EXPENSES OF ST. VINCENT HOSPITAL THOUGH OUSTANDING LOAN BALANCES VARY THROUGHOUT THE YEAR, THE OUTSTANDING LOAN BALANCE AT THE END OF FISCAL YEAR 2023 WAS $0. THE FOREGONE INTEREST FOR ST. VINCENT HOSPITAL IN FY 2023 WAS $0. CHRISTUS HEALTH, MEMBER ORGANIZATION, HAS ESTABLISHED THE CHRISTUS FUND TO PROVIDE RESOURCES TO NOT-FOR-PROFIT AGENCIES AND GROUPS WHOSE MISSION, VISION AND GOALS ARE CONSISTENT WITH CHRISTUS HEALTH'S MISSION, VALUES AND PHILOSOPHY OF A HEALTHY COMMUNITY. WE BELIEVE THAT BY WORKING TOGETHER, WE CAN MAKE A PROFOUND DIFFERENCE IN THE QUALITY OF PEOPLES' LIVES AND CREATE SUSTAINABLE HEALTH IN OUR COMMUNITIES. DURING FY 2023, THE TOTAL GRANT MONEY DISTRIBUTED TO THE ST. VINCENT REGION WAS $250,000. THE COST OF THESE GRANTS IS NOT INCLUDED IN THE PROGRAM SERVICE EXPENSE FOR ST. VINCENT. ST. VINCENT HOSPITAL SUPPORTS THE NEEDS OF SPECIAL POPULATIONS IN THE COMMUNITY BY PROVIDING COMMUNITY HEALTH EDUCATION, COMMUNITY-BASED CLINICAL SERVICES, AND HEALTHCARE SUPPORT SERVICES, INCLUDING: HEALTH AND SAFETY FAIRS, SCREENINGS AND EDUCATION FOR EARLY DETECTION OF DIABETES, CANCER AND HEART DISEASE, MATERNAL AND CHILD HEALTHCARE, VICTIMS OF DOMESTIC VIOLENCE, SEXUAL ASSAULT NURSE EXAMINERS, MEDICAL CARE FOR RESIDENTS IN CUSTODY, AND HEALTH EDUCATION PROGRAMS, SCREENINGS AND ADULT IMMUNIZATIONS TARGETED AT CERTAIN POPULATIONS SUCH AS PERSONS AGE 65 OR OLDER, INDIVIDUALS WITH DISABILITIES, THE UNDERINSURED AND UNINSURED, AND HISPANIC AND NATIVE AMERICAN POPULATIONS. SOME EXAMPLES OF ST. VINCENT HOSPITAL'S COMMUNITY BENEFITS ACCOUNTED FOR UNDER COMMUNITY SERVICES FOR THE POOR AND UNDERSERVED INCLUDE DENTAL SERVICES FOR UNINSURED CHILDREN AND TEENS. ST. VINCENT ALSO SUPPORTS COMMUNITY NONPROFIT AGENCIES AND PROGRAMS FOR THE POOR AND UNDERSERVED, INCLUDING LAS CUMBRES COMMUNITY SERVICES, THE ESPERANZA SHELTER FOR BATTERED FAMILIES, ST. ELIZABETH HOMELESS SHELTER, KITCHEN ANGELS FOOD DISTRIBUTION PROGRAMS, YOUTH SHELTERS AND FAMILY SERVICES, AND THE NEW MEXICO SUICIDE INTERVENTION PROJECT. ROOTED IN OUR MISSION AND TRADITION, THE FOUNDERS AND SPONSORS OF CHRISTUS HEALTH AND THOSE WHO CO-MINISTER WITH THEM SEEK NEW AND INNOVATIVE WAYS OF DELIVERING QUALITY HEATH CARE THAT IS BOTH AFFORDABLE AND ACCESSIBLE TO ALL. TODAY, MORE THAN EVER, WE MUST AIM TO IMPROVE THE TOTAL HEALTH STATUS OF THE COMMUNITY THROUGH PROGRAMS THAT PLACE OUR SERVICES WHERE THEY ARE NEEDED MOST, WITH SPECIAL ATTENTION AND PREFERENCE GIVEN TO PROGRAMS THAT SUPPORT AND BENEFIT THE HEALTH AND WELFARE OF THE POOR AND UNDERSERVED. COMMUNITY SERVICES FOR THE POOR AND UNDERSERVED REPRESENT THE UNPAID COST OF SERVICES PROVIDED FOR WHICH A PATIENT IS NOT BILLED, OR FOR WHICH A FEE HAS BEEN ASSESSED THAT RECOVERS ONLY A PORTION OF THE COST OF THE RENDERED SERVICE. THIS CATEGORY INCLUDES INITIATIVES THAT REACH OUT TO THOSE IN NEED THROUGH COMMUNITY HEALTH AND SOCIAL PROGRAMS. THESE PROGRAMS SEEK JUSTICE FOR THE VULNERABLE AND WORK TO BRING ABOUT CHANGES IN OUR POLITICAL AND ECONOMIC SYSTEMS. THE PROGRAMS COVER A BROAD SPECTRUM OF SERVICES FROM CHARITY CLINICS TO IMMUNIZATIONS FOR CHILDREN AND SENIORS, AND A VARIETY OF OTHER SOCIAL SERVICES. ST. VINCENT HOSPITAL PROVIDES MEDICATION ASSISTANCE FOR COMMUNITY RESIDENTS WHO ARE UNABLE TO AFFORD THE MEDICATIONS THEY NEED. THE HOSPITAL MEDICAL ACTION FUND PROVIDES MEDICATION FOR PATIENTS WITHOUT THE ABILITY TO PAY. THE HOSPITAL WORKS WITH PHARMACEUTICAL COMPANIES WHEN MEDICATIONS ARE AVAILABLE FOR THIS PURPOSE. 687776 Additional Grants 15330933 1731805 489372071 true true false true false false false false false true true false false true true false true false false true false false false false false true true true true true false false false false false false false false false false false false true true true false false false true 387 0 true 2840 true true true false false false false false false false false false false false X 13 9 false false false false true true true true true false false true true true true true true true true true true NM X JO LUEPKE 5059133685 455 ST MICHAELS DR SANTA FE NM 87505 LANCE WILSON MD PRESIDENT CSV PHYSICIAN GROUP 40.0 0.0 X X 0 769694 162643 LILLIAN MONTOYA PRES/CEO 40.0 0.0 X X 0 957749 146061 RANDY SAFADY BOARD CHAIR 1.0 39.0 X X 0 0 0 BUD HAMILTON DIRECTOR 16.0 0.0 X 0 0 0 CHARLES GOODMAN DIRECTOR 16.0 0.0 X 0 0 0 DAVID GONZALES MD DIRECTOR / CMO 40.0 0.0 X 0 508162 100419 DAYA SINGH KHALSA DIRECTOR 16.0 0.0 X 0 0 0 J LINDSEY BRADLEY DIRECTOR 16.0 0.0 X 0 0 0 JERRY JONES DIRECTOR 16.0 0.0 X 0 0 0 JESUS GARZA DIRECTOR 16.0 0.0 X 0 0 0 MARK PUCSYNSKI MD DIRECTOR 16.0 0.0 X 0 0 0 SAYURI YAMADA BOARD DIRECTOR 16.0 0.0 X 0 0 0 SISTER ETHEL PUNO BOARD DIRECTOR 16.0 0.0 X 0 0 0 HOPE WADE CFO 40.0 0.0 X 0 600391 92018 Andrea Teague VP Cancer Services 40.0 0.0 X 0 439886 43472 JENNIFER GOMEZ VP COMPL-ST VINCENT RG MD CTR 40.0 0.0 X 0 262942 26112 KATHY ARMIJO- ETRE VP COMMUNITY HEALTH 40.0 0.0 X 0 253950 59517 MONICA LEYBA CHIEF NURSE EXECUTIVE 40.0 0.0 X 0 386374 66479 REUBEN MURRAY CHIEF FINANCIAL OFFICER 40.0 0.0 X 0 425807 71209 SANDRA DOMINGUEZ VP, HUMAN RESOURCES 40.0 0.0 X 0 270511 22592 THOMAS LINHARES COO-CSVRMC MEDICAL GROUP 40.0 0.0 X 0 313329 8825 BENJAMIN VIDALIS MD PHYSICIAN 40.0 0.0 X 891697 0 0 ERIC MINNS MD PHYSICIAN 40.0 0.0 X 1026872 0 0 MARSHALL WATSON MD PHYSICIAN 40.0 0.0 X 885331 0 0 MATTHEW JACKSON MD PHYSICIAN 40.0 0.0 X 986706 0 0 PHILIP FORNO MD PHYSICIAN 40.0 0.0 X 986960 0 0 4777566 5188795 799347 403 true true false MAYO COLLABORATIVE SERVICES LLC 200 FIRST STREET SOUTHWEST ROCHESTER MN 55905 MEDICAL SERVICES 2821043 HOSPITAL HOUSEKEEPING SYSTEM PO BOX 826 SAN ANTONIO TX 782930826 CONTRACT CLEANING 1578810 CHANGE HEALTHCARE TECHNOLOGIES 5995 WINDWARD PARKWAY ALPHARETTA GA 30005 IT SERVICES 683154 RAY'S CONSTRUCTION & HANDYMAN PO BOX 31341 santa fe NM 87594 BUILDING MAINTENANCE 563911 UNUM LIFE INSURANCE COMPANY PO BOX 406946 Atlanta GA 303846946 Third Party Admin 473465 132 1503240 5878265 309851 7691356 Net Patient Service Revenue 621990 521068139 521068139 Rent Related to Exempt Purpose 531120 459622 459622 Retail Pharmacy Revenue 446110 4234856 4234856 0 0 0 0 525762617 9426109 22524 9403585 0 0 127120214 126737174 58498 383040 -58498 324542 324542 Purchase Discounts 900099 2301 2301 Food Service 900099 1210858 1210858 Other Operating Revenue 900099 24952247 24952247 408488 408488 0 0 26573894 569778518 526171105 22524 35893533 1486789 1486789 245016 245016 228787629 220625444 7728553 433632 5442295 5009954 413454 18887 20494278 19429940 1008778 55560 13447978 12687494 722572 37912 19253945 3152592 16101353 2571686 91364 2480322 7591 7591 9689 9689 55234595 45455805 9766469 12321 210880 210880 20490240 18108239 2356432 25569 9391851 9067478 324373 457357 416203 40945 209 484467 399539 85144 -216 1180148 598483 581665 22910675 22848991 61684 35677231 22676319 13000912 Medical Supplies 96472119 96357183 105652 9284 Provision For Uncollectible Accounts 9989671 9989671 Sales Tax Expense 9108879 318 9108561 Recruitment/Placement Fees-Non Physician 601425 514369 87056 553 0 553 0 553956987 489372071 63991758 593158 73202600 119829023 213840267 58731641 73004033 0 0 0 0 3016068 4331678 11394378 10842480 3196178 4154229 470765406 270462868 197796210 200302538 24183825 331577411 53422624 3966184 3919315 11845573 15263503 18778096 33779932 713504339 756873447 55877902 50417276 20848118 1726089 0 0 1140172 600000 28754248 21967065 106620440 74710430 X 586071114 661149717 20812785 21013300 606883899 682163017 713504339 756873447 X 15821531 59457587 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 9689 false false 9689 false Schedule C, Part II-B, Line 1g LOBBYING DESCRIPTION ST. VINCENT HOSPITAL Had direct contact with members and staff of the New Mexico State Legislature, Department of Health, New Mexico Governor staff through emails, virtual meetings, phone calls and meetings on issues such as medical malpractice, workforce, healthcare funding, staffing level mandates, and state of the hospital and healthcare in general. Worked closely with New Mexico Hospital Association to meet with key legislators throughout the legislative session. ST. VINCENT HOSPITAL ALSO Had direct contact with members and staff of the New Mexico congressional delegation through emails, phone calls and meetings to provide hospital updates and share progress finance related issues, including but not limited to the 340B program and site neutral payments, patient access to care and other operational issues. APPROXIMATELY 36 HOURS 9718088 9718088 222479125 90470540 132008585 25131676 13699289 11432387 213436517 166293039 47143478 200302538 EQUITY INVESTMENTS VALUATION ALLOWANCE EQUITY INVESTMENTS VALUATION ALLOWANCE ST Val Allow Eq Inv MF RE and Other Funds 3773281 F ST Eq Inv Managed Funds RE and Other Funds 25135402 F ST Eq Inv Managed Funds Fixed Inc Funds 24513941 F 53422624 LONG TERM NOTES PAYABLE OTHER LONG TERM OBLIGATIONS LEASE LIABILITY LT FINANCING LEASE LIABILITY LT OPERATING LEASE LIABILITY CP FINANCING LEASE LIABILTY CP OPERATING Other LONG TERM Obligations Lease Liability LT Financing Lease Liability LT Operating Lease Liability CP Financing Lease Liability CP Operating LT Notes Payable 14818471 Lease Liability LT Financing 5042514 Lease Liability LT Operating 2106080 21967065 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote PER FOOTNOTE 3 IN THE CONSOLIDATED FINANCIAL STATEMENTS, THERE ARE NO MATERIAL UNRECORDED TAX LIABILITIES AS OF JUNE 30, 2023 AND 2022. Central America and the Caribbean 0 0 Investments 32927825 0 0 0 0 0 0 32927825 0 32927825 true false false false true false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual true true X true X 300 true X true true true false true true 10169466 10169466 0.0187 65634483 69080172 0 0.0 0 0.0 0 0 75803949 69080172 10169466 0.0187 6 13461 2749320 1696412 1052908 0.0019 2 3241331 1788563 1452768 0.0027 17 8061 28464231 15663137 12801094 0.0235 0 0 0.0 59 349 1044029 0 1044029 0.0019 84 21871 35498911 19148112 16350799 0.0301 84 21871 111302860 88228284 26520265 0.0488 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 24163 0 24163 0.0000 0 0.0 0 0.0 0 0 24163 0 24163 0.0000 true 9989671 99271 150094138 116454742 33639396 X true true SANTA FE IMAGING CTR IMAGING SERVICES 0.8106 0.51 MONTE SOL TECHNOLOGY ONCOLOGY EQUIPMENT & OFICES 0.3333 0.3333 SANTA FE MEDICAL PRP BUILDING & PROPERTY 0.46 0.46 1 1 ST VINCENT HOSPITAL 455 ST MICHAELS DRIVE SANTA FE NM 87505 WWW.STVIN.ORG 01505918009 X X X ST VINCENT HOSPITAL 1 false false true X X X X X X X X X 22 true false false true X HTTPS://WWW.CHRISTUSHEALTH.ORG/-/MEDIA/CHRISTUS-HEALTH/CONNECT-WITH-CHRISTUS/FILES/COMMUNITY-INVOLVE X X true 22 true HTTPS://WWW.CHRISTUSHEALTH.ORG/-/MEDIA/CHRISTUS-HEALTH/CONNECT-WITH-CHRISTUS/FILES/COMMUNITY-INVOLVE false true X 300.0 400.0 X X X X X true true X X X X X true X SEE SUPPLEMENTAL INFO X SEE SUPPLEMENTAL INFO X SEE SUPPLEMENTAL INFO X X X X X X X true X false X X X X X true X false false Schedule H, Part V, Section B, Line 3E ST. VINCENT HAS CHOSEN THE FOLLOWING THREE (3) SUPER PRIORITIES FOR 2023-2025 BASED UPON COMMUNITY NEEDS: BEHAVIORAL HEALTH, OLDER ADULT HEALTH, AND HEALTH EQUITY, DIVERSITY, & INCLUSION. THE SUPER PRIORITIES WERE CHOSEN BECAUSE THEY ARE THE AREAS OF GREATEST CHALLENGE FACING OUR COMMUNITY TODAY. THE FOLLOWING DATA DOCUMENTS THESE NEEDS: BEHAVIORAL HEALTH: ON AVERAGE, EACH DAY, NEARLY HALF OF ST. VINCENT HOSPITAL PATIENTS HAVE A BEHAVIORAL HEALTH CONDITION (SECONDARY TO THEIR MEDICAL CONDITION) THAT PRESENTS CHALLENGES TO THEIR INPATIENT CARE. ADDITIONALLY, MANY SERIOUS MEDICAL CONDITIONS ARE A RESULT OF LONG-TERM ALCOHOL OR DRUG USE OR ABUSE. POPULATION LEVEL DATA DEMONSTRATES THAT SANTA FE EXPERIENCES HIGHER RATES FOR SUICIDE, DRUG OVERDOSE, AND ALCOHOL-RELATED DEATHS COMPARED TO THE U.S. AVERAGES. OLDER ADULT HEALTH WAS CHOSEN AS A SUPER PRIORITY BECAUSE OF THE SIGNIFICANT GROWTH IN SANTA FE COUNTY'S AGING POPULATION AND THE HEALTH RISKS THEY FACE. SANTA FE COUNTY'S POPULATION IS 25.3% OVER THE AGE OF 65 YEARS, COMPARED TO THE OVERALL NEW MEXICO POPULATION OF 18% AND THE US POPULATION OF 16.5%. THE TYPES OF SERVICES AND NEEDS OF OLDER ADULTS ARE VARIOUS AND REQUIRE INCREASED ATTENTION. MEDICAL COMPLEXITY BROUGHT ABOUT BY AGING, ACCOMPANIED BY LOSS OF FUNCTION AND GROWING ISOLATION CAN ADVERSELY IMPACT THE WELL-BEING OF OLDER ADULTS. OPPORTUNITIES FOR MEANINGFUL ENGAGEMENT, SUPPORTIVE SERVICES, AND HEALTH CARE ACCESS CAN MAKE A SIGNIFICANT DIFFERENCE IN THE QUALITY OF LIFE OF OLDER ADULTS. THERE ARE CURRENTLY NOT ENOUGH SERVICES IN OUR COMMUNITY TO ASSIST THE EXISTING OLDER POPULATION. INCREASED CAPACITY IS NEEDED TO SUPPORT TODAY'S OLDER ADULTS AND TO MEET THE GROWING DEMAND AS THIS SEGMENT OF THE POPULTION GROWS. THE THIRD SUPER PRIORITY FOR CHRISTUS ST. VINCENT IS HEALTH EQUITY DIVERSITY, & INCLUSION. THIS INCLUDES SOCIAL DETERMINANTS OF HEALTH. HEALTH DISPARITIES BECAME INCREASINGLY PRONOUNCED DURING THE COVID 19 PANDEMIC AND IN ITS AFTERMATH. HEALTH DISPARITIES ARE PARTICULARLY PRONOUNCED IN TWO GEOGRAPHIC AREAS OF THE COUNTY. THESE TWO AREAS ARE WHERE THE HIGHEST PROPORTION OF THE COUNTY'S POPULATION HAS HAD POSITIVE COVID RATES. ADDITIONALLY, THERE ARE SIGNIFICANT DISPARITIES AMONG WHITE AND HISPANIC RESIDENTS IN DEATH RATES AMONG NUMEROUS HEALTH CONDITIONS INCLUDING COVID 19, HEART DISEASE, CANCER, AND UNINTENTIONAL INJURY. HEALTH DISPARITIES ALSO ARE PREVALENT AMONG LGBQTIA+ INDIVIDUALS. Schedule H, Part V, Section B, Line 5 Facility , 1 Facility , 1 - ST VINCENT HOSPITAL. THE 2023-2025 CHNA INVOLVED A THOROUGH PROCESS WITH SIGNIFICANT COMMUNITY INPUT TO IDENTIFY AND FOCUS ON THE MOST CRITICAL ISSUES FACING THE VARIOUS AGE GROUPS WITHIN OUR COMMUNITY. THE CHNA HAS ADDITIONAL POWER TO GUIDE POLICY MAKERS, FUNDERS, PROVIDERS, COMMUNITY LEADERS, AND THE GENERAL PUBLIC TOWARD THE ISSUES THAT MATTER THE MOST IN THE COMMUNITY. WHILE THERE ARE OTHER ISSUES OUTSIDE OF THIS REPORT THAT DESERVE ATTENTION, THE HEALTH ISSUES INCLUDED IN THIS REPORT WERE IDENTIFIED AS MOST IMPORTANT BY A MULTITUDE OF COMMUNITY EXPERTS, FRONTLINE WORKERS, ADVOCATES, PUBLIC HEALTH DATA, AND CONCERNED CITIZENS. QUANTITATIVE DATA WAS GATHERED ON THE PRIORITY INDICATORS FROM STATE AND NATIONAL SOURCES INCLUDING THE NEW MEXICO DEPARTMENT OF HEALTH'S INDICATOR-BASED INFORMATION SYSTEM OR IBIS (HTTPS://IBIS.HEALTH.STATE.NM.US/). THIS SYSTEM INCLUDES SEVERAL STATE AND NATIONAL DATA SOURCES INCLUDING THE BUREAU OF VITAL RECORDS AND HEALTH STATISICS (BVRHS), NEW MEXICO YOUTH RISK AND RESILIENCY SURVEY (YRRS), CENTERS OF DISEASE CONTROL AND PREVENTION, NATIONAL CENTER FOR HEALTH STATISTICS, CDC WONDER, AND THE BEHAVIORAL RISK FACTOR SURVEILLANCE SYSTEMS SURVEY DATA (BRFSS). ADDITIONAL DATA SOURCES WERE USED TO EXPLAIN THE INDICATORS IN MORE DETAIL, INCLUDING THE CENTRAL RESPOSITORY FROM STATEWIDE LAW ENFORCEMNT AGENCIES, THE USDA, NEW MEXICO ADULT SURVIVOR DATABASE, NEW MEXICO INTERPERSONAL VIOLENCE DATA REPOSITORY, AND THE NEW MEXICO OFFICE OF THE MEDICAL INVESTIGATOR. ADDITIONALLY, HOSPITALIZATION, EMERGENCY ROOM, AND OUTPATIENT UTILIZATION DATA WERE RETRIEVED INTERNALLY AND REVIEWED TO FURTHER UNDERSTAND THE PREVALENCE OF HEALTH CARE CONDITIONS ON UTILIZATION AT CHISTUS ST. VINCENT AND THE LARGER HEALTHCARE DELIVERY SYSTEM. QUALITATIVE DATA WAS GATHERED TO ENRICH THE QUANTITATIVE DATA. THIS ADDITIONAL DATA INCREASES THE UNDERSTANDING OF THE ROOT CAUSES DRIVING THE STATISTICS AND HOW REAL LIVES ARE BEING IMPACTED. THE QUALITATIVE DATA DRAWS UPON THE EXPERTISE AND EXPERIENCE OF COMMUNITY MEMBERS WHO SHARE HOW THESE DATA SHOW UP IN THEIR LIVES AND/OR THE LIVES OF THE PEOPLE THEY SERVE ACROSS OUR COMMUNITY. QUALITATATIVE DATA WAS COLLECTED DURING OUR HEALTH INDICATOR CAFE WHICH INVOLVED 51 COMMUNITY MEMBERS WHO REVIEWED THE PRIOR 2020-2022 INDICATORS AND DISCUSSED EMERGING COMMUNITY ISSUES. IT IS A PARTICIPATORY PROCESS INFORMED BY DATA. ADDITIONAL QUALITATIVE DATA WAS GATHERED FROM A COMMUNITY SURVEY, FOCUS GROUPS, AND KEY INFORMANT INTERVIEWS. THE ONLINE COMMUNITY SURVEY WAS DEVELOPED AND DISTRIBUTED. A PAPER COPY ALSO WAS AVAILABLE UPON REQUEST. THE NUMBER OF SURVEYS COMPLETED (191) DID NOT ALLOW FOR MEANINGFUL STATISTICAL ANALYSIS, BUT IT ALLOWED FOR ADDITIONAL VOICES TO BE HEARD AND PROVIDED INFORMATION FOR CONSIDERATION. NINE (9) FOCUS GROUPS WERE CONDUCTED WITH 97 COMMUNITY MEMBERS DIVERSE IN AGE, ETHNIC BACKGROUNDS, EDUCATION LEVEL, INCOME, AND COUNTRY OF ORIGIN. BECAUSE OF COVID-19 RESTRICTIONS, ALL FOCUS GROUPS WERE HELD VIRTUALLY. FOCUS GROUPS WERE HELD WITH SANTA FE COUNTY TEEN COURT PARTICIPANTS, RECENT MOTHERS, OLDER ADULTS, INDIVIDUALS WHO IDENTIFY AS LGBTQIA+, AMERICAN INDIAN COMMUNITY MEMBERS, CSV CASE MANAGERS AND CARE COORDINATORS, MEMBERS OF THE SANTA FE COUNTY BEHAVIORAL HEALTH LEADERSHIP TEAM, MEMBERS OF THE SANTA FE COUNTY HEALTH PLANNING & POLICY COMMISSION, AND SANTA FE CONNECT NAVIGATORS WORKING WITH INDIVIDUALS THROUGHOUT THE COMMUNITY'S NON-PROFIT SOCIAL SERVICE SECTOR. THREE (3) KEY INFORMANT INTERVIEWS WERE CONDUCTED WITH INDIVIDUALS WHO HAVE IN-DEPTH KNOWLEDGE OF UNDERSERVED POPULATION GROUPS IN THE COMMUNITY RELATED TO HEALTH ISSUES. THE ONE-ON-ONE INTERVIEWS WERE DESIGNED TO CAPTURE FIRST-HAND KNOWLEDGE AND STORIES WITH THOSE WITH UNIQUE KNOWLEDGE OF INTIMATE PARTNER VIOLENCE IN OUR COMMUNITY, AS WELL AS, A REPRESENTATIVE FROM A COMMUNITY-BASED ORGANIZATION WORKING TO IMPROVE HEALTH EQUITY PARTICULARLY IN THE SOUTHERN SECTION OF SANTA FE COUNTY. Schedule H, Part V, Section B, Line 7 Facility , 1 Facility , 1 - ST VINCENT HOSPITAL. THE CHNA HAS BEEN DISSEMINATED TO NUMEROUS GROUPS IN THE COMMUNITY WHEN CONDUCTING PRESENTATIONS REGARDING THE CHNA FINDINGS. THE CHNA ALSO IS DISTRIBUTED IN MEETINGS ATTENDED BY CSV MISSION AND COMMUNITY HEALTH STAFF. ADDITIONALLY, WE SEND THE LINK TO THE ONLINE COPY OF THE CHNA TO COMMUNITY MEMBERS/GROUPS FOR REVIEW AND DOWNLOAD. HARD COPY REQUESTS ARE HONORED BY MAILING COPIES, DROPPING OFF AT COMMUNITY ORGANIZATIONS, OR ARRANGING FOR PICK UP. Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - ST VINCENT HOSPITAL. ST. VINCENT HAS CHOSEN THREE (3) SUPER PRIORITIES BASED UPON COMMUNITY NEEDS FOR 2023-2025. THE SUPER PRIORITIES INCLUDE: BEHAVIORAL HEALTH, OLDER ADULT HEALTH, AND HEALTH EQUITY, DIVERSITY, AND INCLUSION. THESE SUPER PRIORITIES WERE CHOSEN BECAUSE THEY ARE THE AREAS OF GREATEST CHALLENGE FACING OUR COMMUNITY TODAY. BEHAVIORAL HEALTH: ON AVERAGE, EACH DAY, NEARLY HALF OF ST. VINCENT HOSPITAL PATIENTS HAVE A BEHAVIORAL HEALTH CONDITION (SECONDARY TO THEIR MEDICAL CONDITION) THAT PRESENTS CHALLENGES TO THEIR INPATIENT CARE. ADDITIONALLY, MANY SERIOUS MEDICAL CONDITIONS ARE A RESULT OF LONG-TERM ALCOHOL OR DRUG USE OR ABUSE. IN RESPONSE, ST. VINCENT HAS IMPLEMENTED: 1) AN 8-BED BEHAVIORAL OBSERVATION UNIT IN THE EMERGENCY DEPARTMENT, 2) 9-BED BEHAVIORAL HEALTH INPATIENT UNIT, 3) HOSPITAL-WIDE PSYCHIATRIC CONSULT SERVICE, 4) OUTPATIENT BEHAVIORAL HEALTH CLINIC STAFFED WITH PSYCHIATRISTS, PSYCHIATRIC NURSE PRACTIONERS, AND THERAPISTS, 5) MEDICATION MANAGEMENT AND COUNSELING BY PRESCRIBING PSYCHOLOGISTS IN THREE CSV PRIMARY CARE CLINICS, 6) HIGH UTILIZER GROUP SERVICES (HUGS) FOR HIGH HOSPITAL UTILIZERS WITH A BEHAVIORAL HEALTH OR SUBSTANCE USE DISORDER DIAGNOSIS, 7) CHEMICAL DEPENDENCY CONSULT SERVICE FOR HOSPITAL PATIENTS WHO HAVE BEEN IDENTIFIED AS STRUGGLING WITH CHEMICAL DEPENDENCY, 8) MEDICATION ASSISTED TREATMENT (MAT)FOR THOSE WITH OPIOID USE DISORDER 9) VIVITROL TREATMENT FOR ALCOHOL ADDICTION, 10) NEONATAL ABSTINENCE SYNDROME CARE FOR BABIES BORN TO MOTHERS WITH AN OPIOD ADDICITION, 11) WORKPLACE VIOLENCE PREVENTION COMMITTEE ESTABLISHED TO OVERSEE ACTIVITIES TO MAINTAIN THE SAFETY OF ALL ASSOCIATES AND PATIENTS IN OUR CARE, 12) COMPLEX CARE HUDDLE MEETS DAILY TO IDENTIFY PATIENTS WITH AGGRESSIVE AND/OR VIOLENT BEHAVIOR AND TO IMPLEMENT APPROPRIATE PRECAUTIONS TO KEEP PATIENT AND STAFF SAFE INCLUDING A BEHAVIORAL SAFETY TOOL, 13) DEDICATE OVER $1,000,000 ANNUALLY IN COMMUNITY BENEFIT FUNDS TO BEHAVIORAL HEALTH SERVICE PROVIDERS ACROSS THE COMMUNITY INCLUDING DETOXIFICATION, YOUTH SUICIDE PREVENTION AND INTERVENTION, GRIEF SERVICES, COUNSELING SERVICES, AND MEDICATION ASSISTED TREATMENT PROGRAMS, ETC. OLDER ADULT HEALTH WAS CHOSEN AS A SUPER PRIORITY BECAUSE OF THE SIGNIFICANT GROWTH IN SANTA FE COUNTY'S AGING POPULATION AND THE HEALTH RISKS THEY FACE, AND THE LIMITED RESOURCES AVAILABLE TO MEET NEEDS AND ADDRESS HEALTH RISKS. NEARLY 40,000 SANTA FE COUNTY RESIDENTS (25.3%) ARE AGE 65 YEARS AND OLDER. THE PERCENTAGE OF THE OLDER ADULTS IN SANTA FE COUNTY IS PREDICTED TO CONTINUE ITS RAPID GROWTH. THE SANTA FE COUNTY OLDER ADULT PERCENTAGE IS LARGER THAN THE PERCENT OF OLDER ADULTS IN NEW MEXICO (18%) AND IN THE UNITED STATES (16.5%). STRATEGIES TO ADDRESS OLDER HEALTH ISSUES INCLUDE: 1) DEVELOPING A CENTER FOR HEALTHY AGING - A ST. VINCENT CLINIC SPECIALIZING IN THE COMPREHENSIVE CARE OF OLDER ADULTS - SCHEDULED TO OPEN IN FY 2024, 2) PURSUING IHI AGE-FRIENDLY DESIGNATION - BOTH INPATIENT AND OUTPATIENT, 3) IMPLEMENTING AMERICAN GERIATRICS SOCIETY COCARE HELP PROGRAM TO PREVENT DELIRIUM AND FUNCTIONAL DECLINE. CURRENTLY BEING PILOTED IN CSV INPATIENT REHABILITATION UNIT, 4) CONTINUING AS A MEDICARE "ACCOUNTABLE CARE ORGANIZATION" FOCUSED ON QUALITY AND HIGHER VALUE CASE FOR SENIORS THROUGHOUT THE SYSTEM OF CARE, 5) CONTINUING SENIOR CHRONIC CARE MANAGEMENT PROGRAM FOR PATIENTS OF CSV PRIMARY CARE CLINICS, 6) CONTINUING TO GROW OUR SENIOR CARE COMPETENCIES. SEVERAL STAFF HAVE RECEIVED GERIATRIC-SPECIFIC CERTIFICATION, 7) LEVERAGING COMMUNITY BENEFIT FUNDS TO SUPPORT COMMUNITY BASED SERVICES TO SUPPORT THE NEEDS OF SENIORS, 8) CONNECTING FAMILY MEMBERS AND CAREGIVERS TO EDUCATION AND SUPPORT, 9) SUPPORTING PROGRAMS THAT PROVIDE SOCIALIZATION AND SUPPORT OPPORTUNITIES FOR OLDER ADULTS AND THEIR FAMILIES/CAREGIVERS, AND 10) ADVERTISE AND PROVIDE ACCESSIBLE IMMUNIZATIONS THE THIRD SUPER PRIORITY FOR CHRISTUS ST. VINCENT IS HEALTH EQUITY, DIVERSITY, AND INCLUSION, WHICH INCLUDES THE SOCIAL DETERMINANTS OF HEALTH. HEALTH DISPARITIES HAVE BECOME INCREASINGLY PRONOUNCED THROUGH THE COVID-19 PANDEMIC PARTICULARLY IN TWO GEOGRAPHIC AREAS OF THE COUNTY WHERE A LARGE PROPORTION OF THE POPULATION ARE IMMIGRANTS. ST. VINCENT'S COLLABORATES WITH LOCAL GOVERNMENT, NON-PROFITS, AND LOCAL FOUNDATIONS TO PROVIDE ASSISTANCE AND SUPPORTS IN THE AREAS OF HOUSING, INCOME SUPPORT, HEALTH CARE ACCESS, FOOD SECURITY AND CHILD CARE. SPECIAL OUTREACH HAS BEEN DONE IN THE HIGH RISK AREAS OF THE COMMUNITY. SPECIFIC INITIATIVES INCLUDE: 1) DEVELOPED A HEALTH EQUITY PLAN THAT FOCUSES ON HEART DISEASE AND FOOD INSECURITY IN OUR PATIENT POPULATION 2) HEALTH EQUALITY INDEX LEADER DESIGNATION FROM THE HUMAN RIGHTS CAMPAIGN FOUNDATION BASED ON CSV RESPONSIVENESS TO PATIENTS, FAMILIES, AND ASSOCIATES WHO IDENTIFY AS LGBTQIA+ 3) MEDICAL-LEGAL PARTNERSHIP WITH NEW MEXICO LEGAL AID TO PROVIDE NON-CRIMINAL LEGAL AID SERVICES TO CSV PATIENTS 4) REDUCE LENGTH OF STAY FOR INPATIENTS WHO FACE SOCIAL AND ECONOMIC BARRIERS TO DISCHARGE 5) PROVIDE CULTURALLY COMPETENT CARE AND END OF LIFE CARE TO PATIENTS WITH SPECIFIC RELIGIOUS AND CULTURAL BELIEFS (E.G. AMERICAN INDIANS) 6) CSV GREEN TEAM INITIATIVES TO REDUCE CSV'S IMPACT ON THE ENVIRONMENT 7) FUND SERVICE PROVIDERS ACROSS THE COMMUNITY WORKING DIRECTLY TO ADDRESS SOCIAL DETERMINANT OF HEALTH NEEDS INCLUDING: ACCESS TO HEALTHY FOODS AND SHELTER SERVICES ADDITIONAL CONTINUED FOCUS AREAS: HEALTH SYSTEMS IMPROVEMENT, MATERNAL HEALTH AND EARLY CHILDHOOD, SCHOOL AGE CHILDREN AND ADOLESCENTS, ADULTS WITH CHRONIC DISEASES AND WOMENS HEALTH. IMPLEMENTATION STRATEGIES TO ADDRESS CONTINUING NEEDS INCLUDE: 1. HEALTH CARE SYSTEM'S IMPROVEMENT A. PATIENT NAVIGATION 2. MATERNAL AND EARLY CHILDHOOD A. PRENATAL CARE B. HOME VISITATION PROGRAMS 3. SCHOOL AGE CHILDREN & ADOLESCENTS A. EMERGENCY STABILIZATION OF CHILDREN AND ADOLESCENTS B. ADOLESCENT HIGH UTILIZER GROUP SERVICES (HUGS) 4. ADULTS WITH CHRONIC DISEASES A. PROVIDE STATE OF THE ART INTEGRATED CANCER CARE SERVICES B. PROVIDE DIABETES EDUCATION 5. WOMEN'S HEALTH A. SANE EXAMS B. CASE MANAGEMENT STAFF ARE CROSS-TRAINED ON HOW TO RESPOND TO INDIVIDUALS WHO DISCLOSE DOMESTIC VIOLENCE OR HUMAN TRAFFICKING. ST. VINCENT WILL FOCUS ON IMPROVING CARE TO THE SUPER PRIORITY PATIENTS, INPATIENT AND OUTPATIENT. THIS IS IN ADDITION TO COMMUNITY HEALTH PROGRAMS THAT TAKE PLACE OUTSIDE OF THE HOSPITAL. ACROSS THE BOARD STRATEGIES FOR EACH SUPER PRIORITY INCLUDE: 1) INTEGRATE SUPER PRIORITY WORK INTO CSV STRATEGIC PLAN, 2) SCREENING, CARE AND FOLLOW UP FOR PATIENTS, 3) IDENTIFY NECESSARY RESOURCES AND IDENTIFY LOW COST/NO COST STRATEGIES, 4) TIGHTLY LINKED REFERRAL NETWORK BASED ON PATIENT NEEDS, 5) TRAINING FOR STAFF ON PATIENT ISSUES,6) HARDWIRE CROSS-DEPARTMENT COORDINATION FOR PATIENTS WITH COMPLEX CARE ISSUES, 7) DATA COLLECTION TO COLLECT BASELINE DATA AND TRACK PROGRESS, 8) COMMUNITY BENEFIT FUNDING TO LOCAL NON-PROFITS TO ADDRESS SOCIAL DETERMINANTS OF HEALTH and priority health issues, 9) CONTINUE TO BUILD RESPONSIVE SYSTEM OF CARE, 10) IDENTIFY OTHER FUNDING SOURCES TO SUPPORT PRIORITIES. THERE ARE COMMUNITY NEEDS IDENTIFIED IN THE 2023-2025 COMMUNITY HEALTH NEEDS ASSESSMENT THAT ST. VINCENT WILL NOT BE DIRECTLY ADDRESSING BECAUSE THE NEEDS EXCEED WHAT ST. VINCENT CAN ADDRESS. SOME OF THOSE NEEDS BEING ADDRESSED BY PROVIDER PARTNERS IN THE COMMUNITY THAT ARE BETTER SUITED TO ADDRESS THEM BASED ON THEIR MISSION AND PROGRAMS OR ROLE IN THE COMMUNITY. NEEDS INCLUDING TRANSPORTATION, FAMILY SUPPORT FOR SPECIAL POPULATIONS, AND HOUSING DIRECTLY IMPACT HEALTH OUTCOMES FOR OUR PATIENTS AND COMMUNITY MEMBERS. ALTHOUGH CSV CANNOT DIRECTLY ADDRESS THESE NEEDS, WE WILL CONTINUE TO ACTIVELY PARTICIPATE IN COLLABORATIVE INITIATIVES AND WORK WITH COMMUNITY PARTNERS, INCLUDING LOCAL GOVERNMENT, THAT ARE WORKING TO DIRECTLY ADDRESS THESE ISSUES. ADDITIONALLY, SUPPLEMENTAL FUNDING WILL BE PROVIDED TO INITIATIVES AS APPROPRIATE AND AVAILABLE. Schedule H, Part V, Section B, Line 13 Facility , 1 Facility , 1 - ST VINCENT HOSPITAL. UNINSURED PATIENTS WHO APPLY FOR THE FINANCIAL ASSISTANCE PROGRAM MAY ALSO QUALIFY FOR ASSISTANCE UNDER THE POLICY, REGARDLESS OF INCOME LEVEL, IF THEY HAVE MEDICAL OR HOSPITAL BILLS THAT EXCEED 10 OF THEIR GROSS TO ENSURE ALL NEEDED FORMS AND VERIFICATIONS NEEDED TO FILE AN APPLICATION FOR GOVERNMENTAL ASSISTANCE AND CHARITY CARE HAVE BEEN PROVIDED. Schedule H, Part V, Section B, Line 13 Facility , 1 Facility , 1 - ST VINCENT HOSPITAL. UNDER THE HOSPITAL'S POLICY, PATIENTS WERE GENERALLY ELIGIBLE FOR ASSISTANCE BASED ON INCOME LEVEL. PATIENTS WHO WERE BELOW 300% OF FEDERAL POVERTY GUIDELINES RECEIVED FREE CARE. PATIENTS BETWEEN 300% AND 400% OF FEDERAL POVERTY GUIDELINES RECEIVED A SLIDING SCALE DISCOUNT OFF GROSS CHARGES. UNINSURED UNDER 300% OF FPG = 100% DISCOUNT 301% - 400% OF FPG = 100% MEDICARE HARDSHIP UNDER 300% OF FPG = 100% DISCOUNT 3 01% - 400% OF FPG = CAP 10% INCOME THE POLICY ALSO ALLOWED FOR PRESUMPTIVE ELIGIBILITY. THE HOSPITAL IMPLEMENTED ELECTRONIC ELIGIBILITY TOOLS THAT USED PATIENT DEMOGRAPHIC DATA, CREDIT REPORTS, AND OTHER PUBLICLY AVAILABLE INFORMATION TO ESTIMATE A PATIENT'S INCOME, ASSETS, AND LIQUIDITY. PATIENTS WERE SCREENED AS PART OF THE COLLECTION ATTEMPT PROCESS. WHEN ELECTRONIC SCREENING WAS USED AS THE BASIS FOR PRESUMPTIVE ELIGIBILITY, THE HIGHEST DISCOUNT OF FULL FREE CARE WAS GRANTED FOR ELIGIBLE SERVICES FOR RETROSPECTIVE DATES OF SERVICE ONLY. IF A PATIENT DID NOT QUALIFY UNDER THE ELECTRONIC ENROLLMENT PROCESS, THE PATIENT COULD STILL BE CONSIDERED UNDER THE TRADITIONAL FINANCIAL ASSISTANCE APPLICATION PROCESS. Schedule H, Part V, Section B, Line 15 Facility , 1 Facility , 1 - ST VINCENT HOSPITAL. IN ADDITION TO REGULAR APPLICATIONS, THE HOSPITAL ALSO ASSESSED PATIENTS FOR PRESUMPTIVE ELIGIBILITY TO FACILITATE GIVING ASSISTANCE TO NEEDY PATIENTS. THE HOSPITAL IMPLEMENTED ELECTRONIC ELIGIBILITY TOOLS THAT USED PATIENT DEMOGRAPHIC DATA, CREDIT REPORTS, AND OTHER PUBLICLY AVAILABLE INFORMATION TO ESTIMATE A PATIENT'S INCOME, ASSETS, AND LIQUIDITY. PATIENTS WERE SCREENED AS PART OF THE COLLECTION ATTEMPT PROCESS. WHEN ELECTRONIC SCREENING WAS USED AS THE BASIS FOR PRESUMPTIVE ELIGIBILITY, THE HIGHEST DISCOUNT OF FULL FREE CARE WAS GRANTED FOR ELIGIBLE SERVICES FOR RETROSPECTIVE DATES OF SERVICE ONLY. IF A PATIENT DID NOT QUALIFY UNDER THE ELECTRONIC ENROLLMENT PROCESS, THE PATIENT COULD STILL BE CONSIDERED UNDER THE TRADITIONAL FINANCIAL ASSISTANCE APPLICATION PROCESS. Schedule H, Part V, Section B, Line 16 Facility , 1 Facility , 1 - ST VINCENT HOSPITAL. ST. VINCENT TOOK A PROACTIVE, ONE-ON-ONE APPROACH TO MAKING CHARITY CARE AVAILABLE. BILINGUAL FINANCIAL COUNSELORS VISITED SELF-PAY PATIENTS DURING THEIR HOSPITAL VISIT TO DISCUSS THE AVAILABILITY OF FINANCIAL ASSISTANCE IN A CONFIDENTIAL AND CONVENIENT SETTING FOR THE PATIENT. MEDDATA, MEDICAL ELIGIBILITY VENDORS HELPED COMPLETE FINANCIAL ASSISTANCE APPLICATIONS AND EVALUATE PAYMENT PLANS FOR OUTSTANDING BALANCES. UNINSURED PATIENTS WERE SCREENED FOR MEDICAID ELIGIBILITY, AND COUNSELORS ALSO ASSISTED ELIGIBLE PATIENTS IN COMPLETING THOSE APPLICATIONS. EMERGENCY DEPARTMENT PATIENTS IDENTIFIED AS SELF-PAY WHO COULD NOT AFFORD SERVICES WERE GIVEN A FINANCIAL COUNSELOR'S BUSINESS CARD AND ENCOURAGED TO CALL THE COUNSELOR TO SCHEDULE TIME TO VISIT. HOSPITAL PATIENTS WERE ALSO NOTIFIED IN WRITING THROUGH THE PATIENT GUIDE THAT ST. VINCENT OFFERED PAYMENT PLANS, ASSISTANCE WITH MEDICAID APPLICATIONS, AND CHARITY CARE BASED ON INCOME. AFTER DISCHARGE, EACH BILLING STATEMENT INCLUDED INFORMATION THAT FINANCIAL ASSISTANCE WAS AVAILABLE: YOU MAY QUALIFY FOR FINANCIAL ASSISTANCE BASED UPON YOUR INCOME LEVEL. IF YOU DO NOT QUALIFY AND CANNOT MAKE PAYMENT IN FULL, YOU MUST CONTACT US IMMEDIATELY TO SET UP ARRANGEMENTS. THE SUMMARY OF CHARGES INCLUDED A SIMILAR STATEMENT: IF YOU WOULD LIKE TO MAKE FINANCIAL ARRANGEMENTS, PRESENT ADDITIONAL INSURANCE INFORMATION, APPLY FOR FINANCIAL ASSISTANCE, OR SIMPLY INQUIRE ABOUT ANY PART OF THIS STATEMENT, PLEASE CALL OUR CUSTOMER SERVICE REPRESENTATIVES AT (505)820-5220... IN ADDITION, A SUMMARY OF THE POLICY AND DOCUMENTS NEEDED TO APPLY FOR ASSISTANCE WAS WIDELY AVAILABLE AT WWW.CHRISTUSHEALTH.ORG/CHARITYCARE. (THIS WEBSITE WAS THE FIRST RESULT IN GOOGLE WHEN PATIENTS SEARCHED FOR THE HOSPITAL NAME AND CHARITY CARE OR FINANCIAL ASSISTANCE). EFFECTIVE JULY 1, 2016, THE INDIVIDUAL HOSPITAL'S HOMEPAGE HAD A FINANCIAL ASSISTANCE LINK INCLUDING THE FAP, APPLICATION, AND PLAIN LANGUAGE SUMMARY. Schedule H, Part V, Section B, Line 20 Facility , 1 Facility , 1 - ST VINCENT HOSPITAL. AS STATED ABOVE IN SCHEDULE H, PART V, SECTION B, LINE 16(J), FINANCIAL COUNSELORS TRIED TO VISIT WITH EVERY SELF-PAY PATIENT DURING THE COLLECTIONS PROCESS. 2 SANTA FE IMAGING LLC 1640 HOSPITAL DRIVE SANTA FE NM 87505 RADIOLOGY IMAGING SERVICE ENTER MONTE SOL TECHNOLOGY 490-A WEST ZIA ROAD SANTA FE NM 87505 ONCOLOGY OFFICE SPACE & EQUIPMENT Schedule H, Part V, Section B, Line 17 DID NOT ENGAGE IN EXTRAORDINARY COLLECTION ACTIONS DURING THE TAX YEAR. THE POLICY STRICTLY PROHIBITED TAKING LEGAL ACTION AGAINST PATIENTS AND ALSO FORBADE PLACING A LIEN ON THE PATIENT'S HOME. IN THE EVENT OF NONPAYMENT, THE HOSPITAL AND ITS COLLECTIONS GROUPS WOULD SEND STATEMENTS AND MAKE PHONE CALLS. Schedule H, Part V, Section B, Line 22 THE HOSPITAL CALCULATED THE TOTAL SUM OF ALL CHARGES FOR FISCAL YEAR ENDING 2013 AND THE SUM OF THE EXPECTED PAYMENT UNDER COMMERCIAL CONTRACTS. ON AVERAGE, COMMERCIAL INSURERS PAID 61.2% OF CHARGES FOR SERVICES RENDERED. UNDER THE 501(R) STATUTE, THE HOSPITAL NEEDED TO LIMIT AMOUNTS CHARGED TO PATIENTS ELIGIBLE FOR ASSISTANCE UNDER THE FAP TO MORE THAN THE AMOUNTS GENERALLY BILLED TO INDIVIDUALS WHO HAVE INSURANCE COVERING SUCH CARE." BASED ON THE AVERAGE COMMERCIAL INSURER PAYING APPROXIMATELY 60% OF GROSS CHARGES, ST. VINCENT DID NOT CHARGE FAP-ELIGIBLE PATIENTS MORE THAN 60% OF GROSS CHARGES. THE LOWEST DISCOUNT ST VINCENT PROVIDED TO FAP-ELIGIBLE PATIENTS WAS A 40% DISCOUNT, EQUIVALENT TO A BILL OF 60% OF CHARGES. FAP-ELIGIBLE PATIENTS WITH GREATER FINANCIAL NEED (AS DEMONSTRATED BY A LOWER ANNUAL INCOME) RECEIVED AN EVEN GREATER DISCOUNT (PAYING LESS THAN THE AVERAGE COMMERCIAL PAYER), INCLUDING MANY PATIENTS RECEIVING FREE CARE. Schedule H, Part I, Line 5a BUDGETED CHARITY CARE THE ORGANIZATION BUDGETS CHARITY CARE FOR INTERNAL FINANCIAL REVIEW PURPOSES ONLY. THE PROVISION OF CHARITY CARE IS NOT LIMITED TO AMOUNTS ESTABLISHED FOR BUDGETARY PURPOSES. Schedule H, Part I, Line 6a ANNUAL COMMUNITY BENEFIT REPORT A REPORT OF COMMUNITY BENEFIT IS INCLUDED IN A WRITTEN ANNUAL REPORT FOR CHRISTUS HEALTH, A MEMBER OF ST. VINCENT HOSPITAL. CHRISTUS HEALTH IS AN INTERNATIONAL, CATHOLIC, FAITH BASED, NONPROFIT HEALTH SYSTEM FORMED IN 1999 WITH A MISSION TO EXTEND THE HEALING MINISTRY OF JESUS CHRIST. THE ANNUAL COMMUNITY BENEFIT REPORT SUMMARIZES ACTIVITIES AND PROGRAMS CONDUCTED DURING THE PAST YEAR TO IMPROVE HEALTH INCLUDING PROACTIVE COMMUNITY HEALTH SERVICES. HOWEVER, THE ANNUAL REPORT IS ONLY A SNAPSHOT OF HOW THE ORGANIZATION DISTINGUISHES ITSELF IN ITS VISION TO BE A LEADER, A PARTNER, AND AN ADVOCATE IN CREATING INNOVATIVE HEALTH AND WELLNESS SOLUTIONS THAT IMPROVE THE LIVES OF INDIVIDUALS AND COMMUNITIES. Schedule H, Part I, Line 7f PERCENT OF TOTAL EXPENSE TOTAL EXPENSE FROM FORM 990, PART IX, LINE 25, COLUMN (A) IS $553,956,987. THE BAD DEBT EXPENSE INCLUDED IN THE AMOUNT IS $9,989,671. THIS LEAVES A TOTAL EXPENSE OF $543,967,316 FOR PURPOSES OF CALCULATING LINE 7, COLUMN (F). Schedule H, Part I, Line 7f FIN ASSISTANCE/OTHER BENEFITS AS PERCENTAGE OF COST THE ORGANIZATION'S TOTAL COMMUNITY BENEFIT EXPENSE AS REPORTED ON PART I, LINE 7K, COLUMN (C) AS A PERCENTAGE OF TOTAL EXPENSE IS 6.53% WHICH EXCEEDS THE AMOUNT REPORTED ON PART I, LINE 7K COLUMN (F) WHICH IS COMPUTED USING NET COMMUNITY BENEFIT EXPENSE. Schedule H, Part I, Line 7i CASH AND IN-KIND CONTRIBUTIONS ST. VINCENT HOSPITAL MADE OVER $1,044,028 IN CASH AND IN KIND CONTRIBUTIONS DURING FISCAL YEAR 2023. THE AFOREMENTIONED AMOUNT IS DETERMINED IN ACCORDANCE WITH REPORTING RULES FOR SCHEDULE H, WORKSHEET 8. AS SUCH THIS AMOUNT DIFFERS FROM GRANTS REPORTED ON FORM 990, SCHEDULE I, GRANTS AND OTHER ASSISTANCE TO ORGANIZATIONS, GOVERNMENTS, AND INDIVIDUALS AND PART IX, LINES 1 THROUGH 3 GRANTS AND OTHER ASSISTANCE. MEMBER ORGANIZATION, CHRISTUS HEALTH, ESTABLISHED THE CHRISTUS FUND, A GRANT FUND TO PROVIDE RESOURCES TO NONPROFIT AGENCIES AND GROUPS WHOSE VISION, MISSION, AND GOALS ARE CONSISTENT WITH CHRISTUS HEALTH'S MISSION, VALUES AND PHILOSOPHY OF A HEALTHY COMMUNITY. CHRISTUS FUND GRANTS TOTALING $250,000 WERE DONATED BY CHRISTUS HEALTH TO NONPROFIT ORGANIZATIONS LOCATED IN THE COMMUNITY THAT ST. VINCENT HOSPITAL SERVES. THE GRANT DOLLARS ARE USED TO SUPPORT PROGRAMS THAT PROMOTE THE HEALTH OF THE COMMUNITIES THAT ST. VINCENT HOSPITAL SERVES, SUCH AS THE PROVISION OF PREVENTIVE ORAL HEALTH SERVICES, WELL-CHILD VISITS, AGE APPROPRIATE IMMUNIZATIONS, PROFESSIONAL PSYCHOTHERAPY AND EDUCATIONAL PROGRAMS FOR UNINSURED AND UNDERINSURED COMMUNITY MEMBERS. ST. VINCENT HOSPITAL USED CASH DONATIONS AS A VEHICLE TO IMPROVE THE HEALTH OF THE COMMUNITIES SERVED. CASH DONATIONS AND GRANTS ARE GIVEN TO SUPPORT OTHER NONPROFIT ORGANIZATIONS AND PROGRAMS INCLUDING THE FARMER'S MARKET HEALTHY NUTRITION, AMERICAN CANCER SOCIETY, AND BIG BROTHERS BIG SISTERS. ST. VINCENT HOSPITAL ALSO MADE CASH AND IN KIND DONATIONS TO FUND COMMUNITY INITIATIVES SUCH AS A HOLIDAY COAT DRIVE FOR CHILDREN AND PHYSICAL FITNESS PROGRAMS FOR CHILDREN AND ADULTS. ADDITIONALLY, COMMUNITY BASED PROGRAMS ADDRESSING THE NEEDS OF UNDERSERVED, VULNERABLE POPULATIONS WERE FUNDED. SERVICES ARE SPECIFICALLY TARGETED TO MEET HEALTH CARE NEEDS ALONG THE AGE SPAN RANGING FROM SERVICES TO CHILDREN BIRTH TO 3, ADOLESCENT BEHAVIORAL HEALTH, ADULT BEHAVIORAL HEALTH, DOMESTIC VIOLENCE AND SENIOR CARE. Schedule H, Part III, Line 1 BAD DEBT REPORTING IN ACCORDANCE WITH HFMA STATEMENT 15 CHRISTUS HEALTH FOLLOWS IN PRINCIPLE HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION STATEMENT NO. 15. THE SYSTEM HAS ADOPTED AN UNCOMPENSATED CARE POLICY WHERE REVENUE FROM SERVICES PROVIDED TO THE UNINSURED IS RECOGNIZED AT THE TIME OF PAYMENT, RATHER THAN AT THE TIME OF SERVICE. THIS POLICY IS THE RESULT OF A LACK OF REASONABLE ASSURANCE OF COLLECTION FOR SERVICES PROVIDED TO THE UNINSURED DUE TO THE SYSTEM'S HISTORICALLY LOW COLLECTION RATE. MANAGEMENT HAS ESTIMATED THAT THE DIFFERENCE BETWEEN RECORDING REVENUE FROM THE UNINSURED ON A CASH BASIS, RATHER THAN THE ACCRUAL BASIS, IS IMMATERIAL. ACCORDINGLY, ALL ACCOUNTS RECEIVABLE FROM THE UNINSURED HAVE BEEN FULLY RESERVED IN THE ALLOWANCE FOR UNCOMPENSATED CARE. Schedule H, Part VI, Line 7 STATE FILING OF COMMUNITY BENEFIT REPORT ALL CHRISTUS HEALTH ENTITIES INCLUDING FACILITIES LOCATED IN STATES THAT DO NOT REQUIRE ANNUAL COMMUNITY BENEFIT REPORTING (I.E., LOUISIANA, AND NEW MEXICO), FOLLOW THE SAME REPORTING RULES AS OUTLINED IN THE CATHOLIC HEALTH ASSOCIATION GUIDE TO PLANNING AND REPORTING COMMUNITY BENEFIT, COPYRIGHT 2008. TOTAL COMMUNITY BENEFIT FOR CHRISTUS HEALTH IS ALSO REPORTED IN THE ANNUAL REPORT PREPARED AND DISTRIBUTED BY THE SYSTEM OFFICE. CHRISTUS HEALTH'S NONPROFIT HOSPITALS LOCATED IN TEXAS FILE A COMMUNITY BENEFIT REPORT IN THE STATE OF TEXAS. THE ANNUAL STATEMENT OF COMMUNITY BENEFITS STANDARD (ASCBS) FORM AND ANNUAL REPORT OF THE COMMUNITY BENEFITS PLAN ARE FILED WITH THE TEXAS DEPARTMENT OF STATE HEALTH SERVICES (DSHS) AS REQUIRED BY THE HEALTH AND SAFETY CODE, SECTIONS 311.045 AND 311.046. THE 2012 ASCBS FORM IS EXPANDED TO COLLECT THE INFORMATION ON CHARITY CARE POLICIES AND COMMUNITY BENEFITS IN A STANDARDIZED FORMAT. Schedule H, Part I, Line 7 LINE 7A: RATIO OF PATIENT CARE COST TO CHARGES BASED ON SCHEDULE H, WORKSHEET 2 LINE 7B: RATIO OF PATIENT CARE COST TO CHARGES BASED ON SCHEDULE H, WORKSHEET 2 LINE 7E: ACTUAL EXPENSES LESS ANY DIRECT OFFSETTING REVENUE LINE 7F: ACTUAL EXPENSES LESS ANY DIRECT OFFSETTING REVENUE LINE 7G: ACTUAL EXPENSES LESS ANY DIRECT OFFSETTING REVENUE LINE 7I: ACTUAL EXPENSE OF THE CONTRIBUTIONS Schedule H, Part II COMMUNITY BUILDING ACTIVITIES INCLUDE PHYSICAL IMPROVEMENTS AND HOUSING, AND COMMUNITY HEALTH IMPROVEMENT ADVOCACY. THE CHRISTUS HEALTH BOARD OF DIRECTORS APPROVED FUNDING OF A COMMUNITY DIRECT INVESTMENT (CDI) LOAN PROGRAM TO ENSURE THAT THE WORK OF SOCIAL ACCOUNTABILITY AND MORAL AND ETHICAL STEWARDSHIP CONTINUES IN SPITE OF CHALLENGING FISCAL CONDITIONS FACED BY LOCAL OPERATING ENTITIES. THE PURPOSE OF THE CDI PROGRAM IS TO SUPPORT COMMUNITY DRIVEN INITIATIVES, PRIMARILY AFFORDABLE HOUSING AND ECONOMIC DEVELOPMENT BY PROVIDING FINANCING AT BELOW-MARKET INTEREST RATES TO NOT FOR PROFIT ORGANIZATIONS AT TERMS NOT EXCEEDING MORE THAN FIVE YEARS. THOUGH OUTSTANDING LOAN BALANCES VARY THROUGHOUT THE YEAR, THE OUTSTANDING LOAN BALANCE OF $1,000,000 AS OF 11/30/2019 WAS CONVERTED TO A GRANT. THE FOREGONE INTEREST FOR ST. VINCENT HOSPITAL IN FISCAL YEAR ENDING JUNE 30, 2023 WAS $0. IN ADDITION, ST. VINCENT HOSPITAL HAS PARTNERED WITH LOCAL FINANCING AGENCIES AND BANKS TO PARTICIPATE IN LOW INCOME HOUSING PROJECTS, SCHOOL AGE CHILDREN WHO ARE HOMELESS, AT-RISK TEENS AND OTHER COMMUNITY PROJECTS TO IMPROVE THE HEALTH OF THE COMMUNITIES SERVED. ST. VINCENT HOSPITAL ASSOCIATES SERVE ON LOCAL NONPROFIT BOARDS AND PARTICIPATE IN VARIOUS COMMUNITY INITIATIVES THAT PROMOTE THE HEALTH AND WELLBEING THE COMMUNITIES SERVED. THE CHRISTUS HEALTH ADVOCACY DEPARTMENT IS WORKING IN PARTNERSHIP WITH LOCAL, STATE AND FEDERAL POLICY MAKERS TO ENSURE ACTIVITIES AND PROGRAMS ARE IN PLACE THAT WILL ENHANCE PUBLIC HEALTH AND ADVANCE GENERAL KNOWLEDGE. THESE ARE SOME OF THE MAIN COMMUNITY BUILDING ACTIVITIES THAT PROMOTE THE HEALTH OF THE COMMUNITIES SERVED BY IMPROVING ACCESS TO HEALTH SERVICES, ENHANCING PUBLIC HEALTH, AND ADVANCING KNOWLEDGE. Schedule H, Part V, Section B, Line 16b FAP APPLICATION FORM WEBSITE https://www.christushealth.org/-/media/christus-health/plan-care/files/bill-pay/financial-assistance/financial-language-documents/st-vincent/application-st-vincent--rev-122016.ashx Schedule H, Part V, Section B, Line 16c PLAIN LANGAUGE FAP SUMMARY WEBSITE https://www.christushealth.org/-/media/christus-health/plan-care/files/bill-pay/financial-assistance/financial-language-documents/2021plainlanguagesummaryhospitalenglish.ashx Schedule H, Part V, Section B, Line 16a FAP AVAILABLE WEBSITE https://www.christushealth.org/-/media/christus-health/plan-care/files/bill-pay/financial-assistance/financial-language-documents/st-vincent/financial-assistance-policy--st-vincent-updated-4119-003.ashx Schedule H, Part III, Line 3 FINANCIAL ASSISTANCE THE PERCENTAGE OF INDIVIDUALS ELIGIBLE FOR FINANCIAL ASSISTANCE FOR TAX YEAR ENDING 06/30/2023 WAS 3.73%. THE PERCENTAGE OF BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS THAT WERE ELEIGIBLE FOR FINANCIAL ASSISTANCE WAS 0.9937%. Schedule H, Part I, Line 7 Bad Debt Expense excluded from financial assistance calculation 9989671 Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount THE ORGANIZATION'S TOTAL BAD DEBT EXPENSE (TOTAL OF ALL HOSPITAL FACILITIES) IS IN ACCORDANCE WITH THE ORGANIZATION'S FINANCIAL STATEMENTS, WHICH IS COMPUTED AS BAD DEBT NET OF CONTRACTUAL ALLOWANCE, PAYMENTS RECEIVED AND RECOVERIES OF BAD DEBT PREVIOUSLY WRITTEN OFF. Schedule H, Part III, Line 3 Bad Debt Expense Methodology THE FILING ORGANIZATION RECOGNIZES THAT SOME PATIENTS ARE UNABLE OR UNWILLING TO SEEK FINANCIAL ASSISTANCE DUE TO BARRIERS SUCH AS EDUCATIONAL LEVEL, LITERACY, DOCUMENTATION REQUIREMENTS, OR BEING INTIMIDATED BY THE APPLICATION PROCESS. IN ORDER TO ESTIMATE THE AMOUNT OF THE ORGANIZATION'S BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS WHO MAY BE ELIGIBLE FOR FINANCIAL ASSISTANCE BUT HAVE NOT SUBMITTED AN APPLICATION, THE ORGANIZATION ENGAGED PARO DECISION SUPPORT, LLC. PARO CHARITY SCORE IS DESIGNED TO IDENTIFY PATIENTS THAT LIKELY QUALIFY FOR FINANCIAL ASSISTANCE BASED ON A PREDICTIVE MODEL AND OTHER FINANCIAL AND ASSET ESTIMATES FOR THE PATIENT DERIVED FROM PUBLIC RECORD SOURCES. IN ORDER TO ASSESS THE BAD DEBT ACCOUNTS THAT WOULD LIKELY QUALIFY FOR CHARITY CARE, THE FOLLOWING CRITERIA WERE ESTABLISHED BASED ON AN ANALYSIS OF HISTORICAL DATA OF CHRISTUS HEALTH AND ITS RELATED ORGANIZATIONS: 1. PARO SCORE OF LESS THAN OR EQUAL TO 586, WHICH IS A PREDICTOR DEFINING THE LIKELY SOCIOECONOMIC CONDITIONS FOR THE PATIENT; 2. ESTIMATED FEDERAL POVERTY LEVEL OF LESS THAN OR EQUAL TO 226%, WHICH IS BASED ON ESTIMATED HOUSEHOLD SIZE AND HOUSEHOLD ESTIMATED INCOME; AND 3. THIRD PARTY DATA AVAILABLE ON PATIENT ACCOUNTS WHICH INDICATE THAT THE PATIENT IS NOT A HOMEOWNER OR A PROBABLE HOMEOWNER. FOR THE FISCAL YEAR ENDING JUNE 30, 2011, THE ORGANIZATION REPORTED THAT 30% OF BAD DEBT EXPENSES WERE ATTRIBUTABLE TO PATIENTS WHO MAY HAVE BEEN ELIGIBLE FOR FINANCIAL ASSISTANCE BUT WERE NOT RESPONSIVE TO THE APPLICATION PROCESS EXISTING AT THAT TIME. THIS FIGURE WAS BASED ON THE PARO ANALYSIS AND ESTIMATES OF PATIENTS' FINANCIAL NEEDS THAT EXAMINED WHETHER PATIENTS WERE CHARACTERISTIC OF OTHERS WHO HISTORICALLY QUALIFIED FOR ASSISTANCE UNDER THE TRADITIONAL APPLICATION PROCESS. THE PRESUMPTIVE CHARITY CARE ANALYSIS PERFORMED FOR THE PRIOR FISCAL YEAR DETERMINED A BENCHMARK OF BAD DEBT ACCOUNTS IN THE CHRISTUS HEALTH SYSTEM THAT LACKED THE INFORMATION TO QUALIFY FOR CHARITY CARE UNDER THE FILING ORGANIZATION'S CUSTOMARY PROCESS BUT WOULD HAVE LIKELY QUALIFIED FOR ASSISTANCE. DURING THE FISCAL YEAR ENDING JUNE 30, 2023, THE ORGANIZATION UTILIZED THE PARO SCORE TO IDENTIFY THE ACCOUNTS OF INDIVIDUAL PATIENTS THAT WERE LIKELY ELIGIBLE FOR FINANCIAL ASSISTANCE DESPITE HAVING NOT COMPLETED AN APPLICATION, AND SUCH ANALYSIS DETERMINED THAT 3.73% OF SUCH ACCOUNTS WERE LIKELY ELIGIBLE FOR FINANCIAL ASSISTANCE. THE ORGANIZATION GRANTED PRESUMPTIVE ELIGIBILITY FOR THESE ACCOUNTS AND THEY WERE RECLASSIFIED UNDER OUR FINANCIAL ASSISTANCE POLICY. THESE AMOUNTS WERE NOT REPORTED AS BAD DEBT. THE AMOUNT REPORTED ON SCHEDULE H, PART III, LINE 3 IS THE DIFFERENCE BETWEEN THE PRESUMPTIVE CHARITY CARE BENCHMARK ESTABLISHED IN THE FISCAL YEAR ENDING JUNE 30, 2011 AND THE AGGREGATE OF INDIVIDUAL ACCOUNTS FOR WHICH THE ORGANIZATION GRANTED PRESUMPTIVE ELIGIBILITY IN THE FISCAL YEAR ENDING JUNE 30, 2023. THUS, THE ORGANIZATION ESTIMATES THAT ONLY 0.9937% OF THE BAD DEBT EXPENSES IN FISCAL YEAR ENDING JUNE 30, 2023 ARE ATTRIBUTABLE TO PATIENTS WHO WOULD LIKELY HAVE QUALIFIED FOR FINANCIAL ASSISTANCE. IT IS IMPORTANT TO NOTE THAT THE FIGURE CALCULATED FOR FISCAL YEAR ENDING JUNE 30, 2011 WAS ESTIMATED AND NOT EXACT, AND THEREFORE THE DIFFERENCE BETWEEN THE AMOUNTS QUALIFIED AS PRESUMPTIVE CHARITY CARE IN ANY FISCAL YEAR MAY VARY FROM THE BENCHMARK ESTABLISHED IN FISCAL YEAR ENDING JUNE 30, 2011. Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote THE FOOTNOTE TO THE CHRISTUS HEALTH CONSOLIDATED FINANCIAL STATEMENTS SAYS, THE PREPARATION OF THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS IN CONFORMITY WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES (U.S. GAAP) REQUIRES MANAGEMENT OF THE SYSTEM TO MAKE ASSUMPTIONS, ESTIMATES, AND JUDGMENTS THAT AFFECT THE AMOUNTS REPORTED IN THE FINANCIAL STATEMENTS, INCLUDING THE NOTES THERETO, AND RELATED DISCLOSURES OF COMMITMENTS AND CONTINGENCIES, IF ANY AT THE DATE OF THE CONSOLIDATED FINANCIAL STATEMENTS. MANAGEMENT RELIES ON HISTORICAL EXPERIENCE AND ON OTHER ASSUMPTIONS BELIEVED TO BE REASONABLE UNDER THE CIRCUMSTANCES IN MAKING ITS JUDGMENT AND ESTIMATES. ACTUAL RESULTS COULD DIFFER MATERIALLY FROM THESE ESTIMATES. Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs THE AMOUNT ON SCHEDULE H, PART III, LINE 6 IS DETERMINED BY CALCULATING MEDICARE ALLOWABLE COSTS USING WORKSHEET A OF THE MEDICARE COST REPORT. WORKSHEET A OF THE MEDICARE COST REPORT REQUIRES THE ORGANIZATION TO REMOVE NON-ALLOWABLE EXPENSES FROM TOTAL EXPENSES VIA THE ADJUSTMENTS TO EXPENSES WORKSHEETS WITHIN THE MEDICARE COST REPORT. THE AMOUNT REPORTED ON SCHEDULE H, PART III, LINE 6 DOES NOT TAKE INTO ACCOUNT ALL COSTS INCURRED BY THE FILING ORGANIZATION ASSOCIATED WITH THE FILING ORGANIZATION'S PROVISIONS OF SERVICES TO MEDICARE PATIENTS. SCHEDULE H, PART III, LINE 7 WOULD EQUAL A SURPLUS OF $33,639,396 IF TOTAL EXPENSES ALLOCABLE TO MEDICARE SERVICES WERE SUBSTITUTED ON SCHEDULE H, PART III, LINE 6. Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance IT IS THE POLICY OF THE ORGANIZATION TO PURSUE COLLECTIONS OF PATIENT BALANCES FROM PATIENTS WHO HAVE THE ABILITY TO PAY FOR THESE SERVICES. CHRISTUS HEALTH APPLIES ITS COLLECTION EFFORTS CONSISTENTLY AND FAIRLY TO ALL PATIENTS REGARDLESS OF INSURANCE. IF A PATIENT DOES NOT HAVE THE FINANCIAL RESOURCES TO PAY THEIR OUTSTANDING BALANCES, THE GOAL OF THE ORGANIZATION IS TO QUALIFY THESE PATIENTS THROUGH THE ORGANIZATION'S CHARITY POLICY OR SCREEN THE PATIENTS THROUGH ORGANIZATION'S PRESUMPTIVE CHARITY TESTS. IF THE PATIENT QUALIFIES UNDER EITHER POLICY THE ACCOUNT WILL BE WRITTEN OFF BASED UPON LEVEL OF QUALIFICATION. THESE POLICIES SUPPORT THE MISSION AND VISION OF THE ORGANIZATION AND ARE APPROVED BY SENIOR LEADERSHIP. Schedule H, Part V, Section B, Line 16a FAP website - ST. VINCENT HOSPITAL: Line 16a URL: SEE SUPPLEMENTAL INFO; Schedule H, Part V, Section B, Line 16b FAP Application website - ST. VINCENT HOSPITAL: Line 16b URL: SEE SUPPLEMENTAL INFO; Schedule H, Part V, Section B, Line 16c FAP plain language summary website - ST. VINCENT HOSPITAL: Line 16c URL: SEE SUPPLEMENTAL INFO; Schedule H, Part VI, Line 2 Needs assessment THE 2023-2025 COMMUNITY HEALTH NEEDS ASSESSMENT CAN BE ACCESSED ONLINE: https://www.christushealth.org/-/media/christus-health/connect-with-christus/files/community-involvement-and-commitment/st-vincent-santa-fe/2023--2025_svhs-community-health-needs-assessment.ashx THE 2023-2025 ST. VINCENT HOSPITAL COMMUNITY HEALTH NEEDS ASSESSMENT INCLUDES: (1) A COMMUNITY HEALTH PROFILE WITH KEY POPULATION HEALTH INDICATORS, (2) FOCUS GROUPS WITH A BROAD RANGE OF REPRESENTATIVES FROM ACROSS THE COMMUNITY INCLUDING CONSUMERS, PROVIDERS, LOCAL GOVERNMENT (COUNTY & CITY), HEALTH CARE PRACTITIONERS, AND OTHER STAKEHOLDERS, (3) COMMUNITY RESOURCES INCLUDING IDENTIFICATION OF LOCAL INITIATIVES INVOLVING PARTNERSHIPS ACROSS THE COMMUNITY TO ADDRESS KEY PRIORITY NEEDS. THE NEEDS ASSESSMENT INCLUDES A SPECIAL SECTION EXAMINING POPULATIONS FACING HEALTH DISPARITIES. ON AN ON-GOING BASIS ST. VINCENT PARTICIPATES IN HEALTH, EDUCATION AND SOCIAL SERVICE PLANNING WITH MULTIPLE GROUPS THROUGHOUT THE COMMUNITY INCLUDING THE PUBLIC SCHOOLS, COUNTY DEPARTMENT OF COMMUNITY SERVICES, CITY HEALTH AND HUMAN SERVICES, THE FAITH COMMUNITY, AND OTHER COMMUNITY GROUPS. THROUGH OUR PARTICIPATION IN THESE EFFORTS, ST. VINCENT IS INVOLVED IN IDENTIFYING NEEDS AND ADDRESSING ISSUES FACING THE POPULATION. Schedule H, Part VI, Line 3 Patient education of eligibility for assistance ST. VINCENT HOSPITAL MAKES EVERY EFFORT TO EDUCATE PATIENTS ON ITS CHARITY AND DISCOUNT POLICY AND ABOUT THEIR ELIGIBILITY FOR ASSISTANCE UNDER FEDERAL, STATE, OR LOCAL GOVERNMENT PROGRAMS DURING REGISTRATION, PRE-REGISTRATION (FOR SCHEDULED TESTS AND SURGERIES), POST REGISTRATION (DURING THEIR HOSPITALIZATION) AND FOLLOWING DISCHARGE (TELEPHONE OR WRITTEN INQUIRY) IN LANGUAGES APPROPRIATE FOR THE POPULATION BEING SERVED. PATIENTS ARE GIVEN INFORMATION AND FORMS BY A FINANCIAL COUNSELOR WHO HELPS THEM COMPLETE THE FORMS DURING THEIR INPATIENT AND OUTPATIENT VISITS. PATIENTS ARE ASKED TO BRING OR MAIL SUPPORTING DOCUMENTATION TO DETERMINE INCOME, ASSETS AND HOUSEHOLD EXPENSES. THE BUSINESS OFFICE REVIEWS THE APPLICATION BASED ON THE INFORMATION PROVIDED BY THE PATIENT. IF THE PATIENT QUALIFIES FOR CHARITY CARE OR A DISCOUNT, A NEW BILL IS GENERATED. PATIENTS WHO DO NOT PROVIDE THE REQUIRED DOCUMENTATION ARE CONSIDERED INELIGIBLE AND ARE BILLED ACCORDINGLY. IF THE DOCUMENTATION IS PROVIDED AT A LATER TIME, THE PATIENT MAY THEN BE DETERMINED TO BE ELIGIBLE FOR CHARITY CARE OR A DISCOUNT. Schedule H, Part VI, Line 4 Community information ST. VINCENT HOSPITAL IS LOCATED IN SANTA FE, NEW MEXICO AND SERVES MORE THAN 300,000 PEOPLE IN SEVEN COUNTIES COVERING A 19,000 SQUARE-MILE AREA ENCOMPASSING NORTH CENTRAL AND NORTHEASTERN NEW MEXICO AND SOUTHERN COLORADO. SANTA FE COUNTY'S POPULATION IS NEARLY 155,000 INDIVIDUALS. FIFTY-ONE PERCENT (51%) OF SANTA FE COUNTY'S POPULATION IDENTIFIES AS HISPANIC AND ALMOST FIFTY-TWO PERCENT (51.7%) ARE FEMALE. TWELVE PERCENT OF THE SANTA FE COUNTY POPULATION LIVES IN POVERTY. SANTA FE COUNTY HAS AN INCREASING GROWING OLDER ADULT POPULATION. JUST OVER 25% OF SANTA FE COUNTY RESIDENTS ARE AGED 65 YEARS AND OLDER - A LARGER PERCENTAGE THAN THE NEW MEXICO AVERAGE (18%) AND THE U.S. AVERAGE OF 16%). ST. VINCENT HOSPITAL IS THE ONLY LEVEL III TRAUMA CENTER IN NORTH CENTRAL/NORTHEASTERN NEW MEXICO. IT IS THE LARGEST HOSPITAL NORTH OF ALBUQUERQUE AND SOUTH OF PUEBLO, COLORADO. Schedule H, Part VI, Line 5 Promotion of community health TO RESPOND TO THE NEEDS OF THE COMMUNITY, ST. VINCENT PROVIDES THE FOLLOWING OUTPATIENT AND INPATIENT SERVICES AND SPECIALTIES: CANCER CENTER, HEART & VASCULAR CENTER - CARDIOVASCULAR SERVICES, BEHAVIORAL HEALTH SERVICES, DIABETES CENTER, GASTROENTEROLOGY, EAR, NOSE, & THROAT, HOSPITALIST, LABORATORY SERVICES, EMERGENCY SERVICES INCLUDING A FREE STANDING EMERGENCY DEPARTMENT, NEUROSURGERY, ORTHOPAEDICS, OUTPATIENT THERAPIES SPORTS MEDICINE, PEDIATRIC SERVICES, PHYSICAL REHAB INCLUDING INPATIENT, SPORTS MEDICINE, HOLISTIC HEALTH CENTER, IN-PATIENT REHAB, PULMONARY DISEASE, SLEEP CENTER, SPINE CENTER AND NEURO SCIENCE, SURGICAL SERVICES, UROLOGY, WOMEN'S SERVICES, AND WOUND CARE & HYPERBARIC OXYGEN THERAPY. IN ADDITION TO PRIMARY AND SPECIALTY CARE, CHRISTUS ST. VINCENT OPERATES SEVERAL PROGRAMS THAT RESPOND DIRECTLY TO CRITICAL COMMUNITY NEEDS: A DIABETES CENTER, OUTPATIENT BEHAVIORAL HEALTH PROGRAM, AND A CASE MANAGEMENT PROGRAM FOCUSED ON HIGH UTILIZERS OF HOSPITAL SERVICES. THE DIABETES CENTER HAS BEEN CO-LOCATED WITH THE ST. VINCENT WOUND CENTER TO IMPROVE INTEGRATION OF PATIENT CARE. ST. VINCENT HOSPITAL COLLABORATES WITH COMMUNITIES, CHURCHES, BUSINESSES, AND OTHER HEALTH CARE ORGANIZATIONS TO FACILITATE AND STRENGTHEN ACCESSIBILITY OF QUALITY COMPREHENSIVE HEALTH CARE SERVICES FOR ALL, PARTICULARLY THE VULNERABLE AND UNDERSERVED POPULATIONS. ST. VINCENT HOSPITAL ALSO SUPPORTS MANY LOCAL COMMUNITY HEALTH SERVICES, OFFERING CONVENIENT LOCATIONS FOR PRIMARY CARE AND MOBILE OUTREACH PROGRAMS, IMMUNIZATIONS FOR CHILDREN AND SENIORS, AND TRANSPORTATION SERVICES FOR THE COMMUNITIES SERVED. IN ADDITION, ST. VINCENT HOSPITAL PROVIDES MEDICATION ASSISTANCE FOR COMMUNITY RESIDENTS WHO ARE UNABLE TO AFFORD MEDICATIONS. ST. VINCENT HOSPITAL IS DEDICATED TO IMPROVING THE HEALTH STATUS OF THE COMMUNITY THROUGH PROGRAMS THAT PLACE NEEDED SERVICES WHERE THEY ARE MOST NEEDED, WITH SPECIAL ATTENTION AND PREFERENCE GIVEN TO PROGRAMS THAT SUPPORT AND BENEFIT THE HEALTH AND WELFARE OF THE POOR AND UNDERSERVED. ST. VINCENT HOSPITAL IS ONE THE AREA'S LARGEST PRIVATE EMPLOYERS, 2ND ONLY TO GOVERNMENT. "COMMUNITY SERVICES FOR A BROADER COMMUNITY" IS ALSO A PART OF ST. VINCENT HOSPITAL'S OVERALL COMMUNITY BENEFIT. THE GREATEST SHARE OF THESE EXPENSES IS FOR EDUCATING HEALTH PROFESSIONALS (GRADUATE MEDICAL EDUCATION, NURSING STUDENTS, ALLIED HEALTH PROFESSIONALS, PHARMACISTS, ETC). HELPING TO PREPARE FUTURE HEALTH CARE PROFESSIONALS IS A DISTINGUISHING CHARACTERISTIC OF NONPROFIT HEALTH CARE AND CONSTITUTES A SIGNIFICANT COMMUNITY BENEFIT. ST. VINCENT HOSPITAL FUNDS HEALTH PROFESSIONS EDUCATION WHICH INCLUDES CLINICAL EXPERIENCE AND OTHER EDUCATION FOR PHYSICIANS AND MEDICAL RESIDENTS. CASH DONATIONS AND GRANT ALSO ARE USED AS COMMUNITY BENEFIT VEHICLES TO HELP THE COMMUNITIES SERVED. CASH DONATIONS AND GRANTS ARE MADE TO SUPPORT NONPROFIT ORGANIZATIONS AND PROGRAMS INCLUDING LA FAMILA MEDICAL CENTER, SOLACE CRISIS TREATMENT CENTER, YOUTH SHELTERS & FAMILY SERVICES, SANTA FE RECOVERY CENTER, AND VARIOUS OTHER PROGRAMS AIMED AT IMPROVING THE HEALTH OF THE COMMUNITIES SERVED. AS A NONPROFIT ORGANIZATION AND AS A PART OF CHRISTUS HEALTH, A REGIONAL GOVERNING BOARD COMPRISED LARGELY OF INDEPENDENT COMMUNITY MEMBERS REPRESENTING THE MAKEUP OF THE AREA WE SERVE GUIDES ST. VINCENT HOSPITAL. WE ARE PRIVILEGED TO HAVE AN OPEN MEDICAL STAFF COMPRISED OF QUALIFIED PHYSICIANS WHO WORK WITH US TO PROVIDE CARE TO OUR COMMUNITIES. ALL QUALIFIED PHYSICIANS WHO ARE GRANTED PRIVILEGES TO SERVE WITH US IN OUR HOSPITALS MUST UNDERGO A THOROUGH AND COMPREHENSIVE CREDENTIALING AND ORIENTATION PROCESS. Schedule H, Part VI, Line 6 Affiliated health care system ST. VINCENT HOSPITAL IS PART OF CHRISTUS HEALTH, AN INTERNATIONAL, CATHOLIC, FAITH BASED, NONPROFIT HEALTH SYSTEM COMPRISED OF ALMOST 350 SERVICES AND FACILITIES INCLUDING MORE THAN 60 HOSPITALS AND LONG TERM CARE FACILITIES, 175 CLINICS AND OUTPATIENT CENTERS, AND OTHER COMMUNITY HEALTH MINISTRIES AND COMMUNITY DEVELOPMENT VENTURES. CHRISTUS SERVICES CAN BE FOUND IN: ARKANSAS, LOUISIANA, NEW MEXICO, TEXAS, AND INTERNATIONALLY IN THE COUNTRIES OF MEXICO, COLOMBIA, AND CHILE. A COMMON MISSION, CORE VALUES, AND VISION UNITE THE HEALTH SYSTEM. EACH REGION, INCLUDING ST. VINCENT HOSPITAL, DEVELOPS FIVE-YEAR AND TEN-YEAR STRATEGIC PLANS THAT HELP SET THE YEARLY OPERATIONAL PLANS AND BUDGETS. REGIONAL STRATEGIC GOALS ARE SET IN COLLABORATION WITH CHRISTUS HEALTH AND INCLUDE METRICS THAT WILL BE USED TO MEASURE COMMUNITY BENEFIT, CLINICAL OUTCOMES, PATIENT SATISFACTION, AND ASSOCIATE ENGAGEMENT. CHRISTUS HEALTH PROVIDES UPDATED MARKET, DEMOGRAPHICS, AND HEALTH INDICATOR DATA ON AN ANNUAL BASIS. THE DATA SUPPLIED FROM CHRISTUS HEALTH ALONG WITH THE SYSTEM WIDE STRATEGIC INITIATIVES ARE CONSISTENT WITH THE COMMUNITY NEEDS ASSESSMENT OF THE REGION. ST. VINCENT HOSPITAL, IN TURN, PARTNERS WITH OTHER NONPROFIT GROUPS (CHURCHES, HEALTH CARE PROVIDERS, AND GOVERNMENT AGENCIES) TO CREATE COLLABORATIONS WHERE HEALTH NEEDS CAN BE ADDRESSED AND THE GENERAL HEALTH OF INDIVIDUALS AND THE COMMUNITY IS IMPROVED. Schedule H, Part VI, Line 7 State filing of community benefit report TX true Advanced Teleservices Inc 7009 Prospect Ave Albuquerque NM 87100 850406710 501(c)3 35957 Phone services Big Brothers Big Sisters 1229 S St Francis Drive Santa Fe NM 87505 231365190 501(c)3 7164 Youth Mentoring Casa Milagro 49 Camino Bajo Santa Fe NM 87508 850443188 501(c)3 32239 Adult rehab programs Chainbreaker Collective 1500 5th Street Suite 12 Santa Fe NM 87505 800420443 501(c)3 7164 Affordable transportation Collins Lake Autism Center 252 County Road B019 Cleveland NM 87715 272989742 501(c)3 7164 Supported living Coming Home Connection 418 Cerrillos Rd Suite 27 Santa Fe NM 87501 742853467 501(c)3 63284 End of life care Community Against Violence 945 Salazar Road Toas NM 87571 850285504 501(c)3 7164 Domestic violence aid Cooking with Kids 1400 Maclovia Street Santa Fe NM 87505 204396207 501(c)3 7164 Nutrition education Earth Care 6600 Valentine Way Santa Fe NM 87507 331017279 501(c)3 7164 Conservation education Esparanza Shelter Battered Families PO Box 5701 Santa Fe NM 87502 850313174 501(c)3 32239 Crisis intervention The Food Depot 1222 Siler Road Santa Fe NM 87507 850416803 501(c)3 7164 Supplying food banks Gerard's House PO Box 28693 Santa Fe NM 87592 742834283 501(c)3 39403 Grief Support And Outreach Services For Children, Teens, And Families Girls Inc of Santa Fe 301 Hillside Avenue Santa Fe NM 87501 850129250 501(c)3 7164 Providing safe spaces for youth Interfaith Community Shelter (Meal Services) PO Box 22653 Santa Fe NM 87503 270736366 501(c)3 56343 Aduth Health - Respite Beds Kitchen Angels 1222 Siler Rd Santa Fe NM 87507 850423492 501(c)3 29851 Senior Care - Delivering free, nutritionally appropriate meals daily to low income, chronically ill, homebound individuals La Familia Medical Center OB-GYN Services PO Box 5395 Santa Fe NM 87502 850220875 501(c)3 48955 Supports OB/GYN Services to families in Santa Fe County via La Familia Med Center Las Cumbres Community Infant Program 102 N Coronado Ave Espanola NM 87532 237144268 501(c)3 87164 Early Childhood - Intervention & treatment-level services to resolve trauma & grief Mesa to Mesa (aka Somos Amigos NNM) PO Box 1008 Espanola NM 87532 472594591 501(c)3 9552 Assists local homeowners who have a need, but lack resources, to make home repairs. New Mexico Immigrant Center 625 Silver Avenue SW Albuquerque NM 87102 273303237 501(c)3 7164 Provides free legal assistance and resources for immigrants in New Mexico New Mexico Center on Law and Poverty 301 Edith Blvd NE Albuquerque NM 87102 850437960 501(c)3 7164 Advancing economic and social justice through education, advocacy, and litigation. NM Suicide Intervention Project-Sky Center Adolescent HUGS Project PO Box 6004 Santa Fe NM 87502 850427990 501(c)3 87164 Delivering vital suicide prevention training skills, life skills, awareness & resource information to adolescents in SF county Santa Fe Dreamers Project PO BOX 8009 Santa Fe NM 87504 820839645 501(c)3 7164 Immigration advocacy through legal services to immigrants Santa Fe Public Schools ADELANTE Program 610 ALTA VISTA Santa Fe NM 87505 856000169 501(c)3 27463 Provides advocacy, direct support services, and basic needs services for children, teens, and their families experiencing homelessness in Santa Fe Searchlight New Mexico 441 Greg Avenue Santa Fe NM 87501 813234552 501(c)3 7164 Investigative and public service journalism in the interest of the people of New Mexico. SF Boys and Girls Club 6600 Valentine Way Santa Fe NM 87507 850102948 501(c)3 7164 Providing youth with a safe, positive and engaging environment and programs that inspire them SF Community College 6401 S Richards Ave Santa Fe NM 87508 850311615 501(c)3 7164 Community College Open Collective Foundation 340 S Lemon Avenue Suite 371 Walnut CA 91789 814004928 501(c)3 7164 Fundraising, legal status, and money management platform SF Farmers Market 1607 Paseo De Peralta Suite A Santa Fe NM 87501 300124953 501(c)3 7164 Connecting community and agricultural producers through commerce. Solace Crisis Treatment Center 6601 Valentine Way Santa Fe NM 87507 850242274 501(c)3 65672 Crisis intervention, resourcing, and advocacy services for sexual assault or domestic violence survivors & other crime victims Southwest Women's Law Center 128 Quincy St NE Albuquerque NM 87108 202884027 501(c)3 7164 Opportunities and education for women and girls to gain access to their full economic and personal potential Southwestern College 3960 San Felipe Rd Santa Fe NM 87507 850271348 501(c)3 7164 Transforming consciousness through education St Elizabeth Shelter 804 Alarid Street Santa Fe NM 87505 850347650 501(c)3 80000 Provide medically compromised people w/ extended stays & monitored bed rest The Mountain Center PO BOX 449 Santa Fe NM 87574 850272388 501(c)3 32239 Transitional Living Program offers a holistic, individualized, and supportive healing process for women diagnosed with substance disorders Youth Heartline 224 Cruz Alta Rd Suite F Taos NM 87571 850397100 501(c)3 7164 Serving children and families who have experience or are at-risk of abuse and neglect in Taos, Colfax, and Union Counties. Youth Shelters & Family Services PO Box 28279 Santa Fe NM 87592 850324625 501(c)3 27463 Life-changing services for homeless, runaway & in-crisis pregnant & parenting youth Youthworks Inc 1504 Cerrillos Rd Santa Fe NM 87505 850480524 501(c)3 7164 Services designed to reconnect "at-risk disadvantaged youth with our community through education, employment training, and job placement. New Mexico Foundation 8 Calle Medico Santa Fe NM 87505 850311210 501(c)3 7164 To steward community resources, build partnerships, and create opportunities that transform lives throughout New Mexico. Growing Up New Mexico 440 Cerrillos Rd Santa Fe NM 87501 850163601 501(c)3 100000 Improve the lives of kids and families through professional home-based care and a vibrant early learning center. Los Alamos National Lab Foundation 1112 Plaza Del Norte Espanola NM 87532 742853972 501(c)3 10000 Conduct the annual LANL Employee Fundraising Campaign in support of the Los Alamos Employees' Scholarship Fund Santa Fe Recovery Center 4100 Lucia Ln Santa Fe NM 87507 850216976 501(c)3 487500 Provides drug and alcohol detox and treatment services for members of the community NM Center Nursing Excellence 500 Marquette Ave NW Suite 280 Albuquerque NM 87102 850463326 501(c)3 12625 Advance and engage the nursing community to promote excellence and improve the health of all New Mexicans Leadership Santa Fe PO Box 1928 Santa Fe NM 87504 850460648 501(c)3 9800 Workshops and leadership sessions with established leaders in the community Natl Dance Institute Of NM 1140 Alto St Santa Fe NM 87501 850431846 501(c)3 5000 Help dance arts program reach children regardless of income, language, cultural, or physical challenges Cancer Foundation For NM 3005 S St Francis Dr Ste 3B Santa Fe NM 87505 412079799 501(c)3 20000 Support to enable NNMs with cancer to access treatment in Santa Fe despite inability to pay for transportation, lodging, or meals Santa Fe Wine & Chili Fiesta 217 E Marcy St Santa Fe NM 87501 850418036 501(c)3 10000 Promote bringing in new local wineries through financial support and sponsored events 45 0 NURSING SCHOLARSHIP GRANTS 62 138977 Cost Flu Vaccines 2664 106039 Cost Free Flu Vaccinations Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. THE ORGANIZATION FOLLOWS MEMBER ORGANIZATION CHRISTUS HEALTH MANAGEMENT DIRECTIVE NO. 0006, "CONTRIBUTIONS/DONATIONS TO OTHER ORGANIZATIONS". BEFORE ANY DONATION IS MADE, TWO CRITERIA ARE ADDRESSED: (1) ORGANIZATION TEST AND (2) IRS TEST. THE ORGANIZATION TEST ENSURES THAT DONATIONS ARE EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, EDUCATIONAL, AND RELIGIOUS PURPOSES, AND IN FURTHERANCE OF OUR PURPOSE OF SUPPORTING THE HEALING MINISTRY OF JESUS CHRIST AND ADVANCING, PROMOTING, AND SUPPORTING THE HEALTHCARE MINISTRIES OF THE SPONSORING CONGREGATIONS. CONTRIBUTIONS CAN BE MADE TO SUPPORT CHRISTUS SYSTEM MEMBERS AND TO OTHER QUALIFYING TAX-EXEMPT ORGANIZATIONS, PARTICULARLY THOSE DESIGNED TO SUPPORT AND BENEFIT THE POOR AND UNDERSERVED. THE ORGANIZATION CONSIDERED FOR DONATIONS MUST FULLY SUPPORT THE TAX EXEMPT PURPOSE OF ST. VINCENT HOSPITAL. TO SATISFY THE IRS TEST CONTRIBUTIONS GIVEN MUST BE DEDICATED TO ACHIEVING CHARITABLE PURPOSES NOT FOR PERSONAL BENEFIT BUT FOR PUBLIC BENEFIT. CONTRIBUTIONS ARE PROHIBITED TO ORGANIZATIONS THAT CONTRIBUTE TO POLITICAL CAMPAIGNS, CANDIDATES FOR OFFICE, OR CONDUCT MORE THAN INCIDENTAL LOBBYING. DOCUMENTATION MUST SUPPORT HOW THE DONATION MEETS ORGANIZATIONAL PURPOSES AND FURTHERANCE OF MISSION. DONATIONS SHOULD BE MODEST IN SCOPE. X true true true true false false false false false false false LANCE WILSON MD PRESIDENT CSV PHYSICIAN GROUP 0 420496 0 229133 0 120065 0 151025 0 11618 0 932337 0 0 LILLIAN MONTOYA PRES/CEO 0 558944 0 255997 0 142808 0 139131 0 6930 0 1103810 0 0 DAVID GONZALES MD DIRECTOR / CMO 0 353233 0 142427 0 12502 0 88544 0 11875 0 608581 0 0 HOPE WADE CFO 0 380091 0 146698 0 73602 0 90782 0 1236 0 692409 0 0 REUBEN MURRAY CHIEF FINANCIAL OFFICER 0 289822 0 117059 0 18926 0 58039 0 13170 0 497016 0 0 MONICA LEYBA CHIEF NURSE EXECUTIVE 0 261387 0 84281 0 40706 0 64022 0 2457 0 452853 0 0 THOMAS LINHARES COO-CSVRMC MEDICAL GROUP 0 225399 0 74084 0 13846 0 0 0 8825 0 322154 0 0 KATHY ARMIJO- ETRE VP COMMUNITY HEALTH 0 161477 0 56027 0 36446 0 35710 0 23807 0 313467 0 0 SANDRA DOMINGUEZ VP, HUMAN RESOURCES 0 213816 0 56695 0 0 0 11144 0 11448 0 293103 0 0 JENNIFER GOMEZ VP COMPL-ST VINCENT RG MD CTR 0 189782 0 53160 0 20000 0 11103 0 15009 0 289054 0 0 Andrea Teague VP Cancer Services 0 339886 0 100000 0 0 0 39738 0 3734 0 483358 0 0 PHILIP FORNO MD PHYSICIAN 909820 0 71746 0 5394 0 0 0 0 0 986960 0 0 0 ERIC MINNS MD PHYSICIAN 474805 0 550979 0 1088 0 0 0 0 0 1026872 0 0 0 BENJAMIN VIDALIS MD PHYSICIAN 876609 0 15000 0 88 0 0 0 0 0 891697 0 0 0 MATTHEW JACKSON MD PHYSICIAN 877068 0 108550 0 1088 0 0 0 0 0 986706 0 0 0 MARSHALL WATSON MD PHYSICIAN 877422 0 0 0 7909 0 0 0 0 0 885331 0 0 0 Schedule J, Part I, Line 1a Travel for companions TAXABLE COMPENSATION WAS REPORTED TO VARIOUS OFFICERS AND BOARD MEMBERS RELATED TO COMPANION TRAVEL TO CHRISTUS MEETINGS. Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation THE FILING ORGANIZATION'S CEO/EXECUTIVE DIRECTOR IS AN EMPLOYEE OF CHRISTUS HEALTH, A MEMBER ORGANIZATION. AS A RESULT, COMPENSATION IS ESTABLISHED AT THE CHRISTUS HEALTH LEVEL AND THE FILING ORGANIZATION DOES NOT HAVE A ROLE IN IMPLEMENTING THE METHODS USED TO ESTABLISH COMPENSATION OR IN DETERMINING CEO/EXECUTIVE DIRECTOR COMPENSATION. CHRISTUS HEALTH USES AN EXECUTIVE COMPENSATION COMMITTEE TO ESTABLISH AND APPROVE THE COMPENSATION OF THE FILING ORGANIZATION'S CEO/EXECUTIVE DIRECTOR. THIS COMMITTEE USES AN INDEPENDENT COMPENSATION CONSULTANT WHO PERFORMS BI-ANNUAL COMPENSATION SURVEY. Schedule J, Part I, Line 4a Severance or change-of-control payment LANCE WILSON RECEIVED SEVERANCE OF $106,617 DURING CALENDAR YEAR 2022. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan DEFERRED COMPENSATION INCLUDES EXECUTIVE DEFERRED INCOME ACCOUNT, SUPPLEMENTAL EXECUTIVE RETIREMENT AND RETENTION PLAN, AND PENSION RESTORATION PLAN. ESTIMATED PENSION BENEFITS WERE CALCULATED BASED ON THE PROVISIONS OF THE CURRENT PENSION RESTORATION PLAN AT 6% OF PENSIONABLE EARNINGS WHICH ARE OVER THE IRS LEGISLATIVE COMPENSATION LIMIT. SOME ASSOCIATES ARE GRANDFATHERED UNDER AN EARLIER LEGACY PENSION PLAN. IF A PARTICIPANT HAS PROTECTED PENSION BENEFITS UNDER SUCH LEGACY PLANS, HIS/HER PERCENTAGE IS ZERO UNDER THE SUPPLEMENTAL EXECUTIVE RETIREMENT AND RETENTION PLAN, AS THE PROTECTED BENEFIT IS ALREADY EQUAL TO OR BETTER THAN CURRENT MARKET. Schedule J, Part II SUPPLEMENTAL COMPENSATION INFORMATION DIRECTORS AND EX-OFFICIO DIRECTORS PROVIDE THEIR SERVICES AS MEMBERS OF THE BOARD WITHOUT COMPENSATION OR BENEFITS. ANY COMPENSATION AND BENEFITS DISCLOSED FOR SUCH PERSONS IS EARNED IN THE RESPECTIVE INDIVIDUAL'S ROLE AS AN OFFICER OR EMPLOYEE OF THE ORGANIZATION, NOT FOR THE INDIVIDUAL'S ROLE AS A BOARD MEMBER OR DIRECTOR. OFFICERS, KEY EMPLOYEES AND HIGHEST PAID EMPLOYEES ARE FULL-TIME EMPLOYEES. BOARD MEMBERS SPEND TIME AS NEEDED FOR BOARD MEETINGS AND FUNCTIONS. CHRISTUS HEALTH, A MEMBER ORGANIZATION OF ST. VINCENT HOSPITAL, HAS A 50% OWNERSHIP AND THEREFORE DOES NOT MEET THE DEFINITION OF A RELATED ORGANIZATION SET FORTH BY THE FORM 990 INSTRUCTIONS. THE FOLLOWING PERSONS RECEIVED COMPENSATION FROM UNRELATED CHRISTUS HEALTH FOR SERVICES RENDERED TO ST. VINCENT DURING CALENDAR YEAR 2022. THE AMOUNTS BELOW ARE REFLECTED IN PART VII, SECTION A, COLUMN D AND SCHEDULE J, PART II COLUMN (B)(II) ROW I AS FOLLOWS: LILLIAN MONTOYA BONUS AND INCENTIVE COMPENSATION = $255,997 HOPE WADE BONUS AND INCENTIVE COMPENSATION = $ 146,698 MONICA LEYBA BONUS AND INCENTIVE COMPENSATION = $84,281 THOMAS LINHARES BONUS AND INCENTIVE COMPENSATION = $74,084 KATHY ARMIJO-ETRE BONUS AND INCENTIVE COMPENSATION = $56,027 LANCE WILSON BONUS AND INCENTIVE COMPENSATION = $229,133 SANDRA DOMINGUEZ BONUS AND INCENTIVE COMPENSATION = $56,695 JENNIFER GOMEZ BONUS AND INCENTIVE COMPENSATION = $53,160 Schedule J, Part II SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PAYMENTS DEFERRED COMPENSATION MAY INCLUDE EXECUTIVE DEFERRED INCOME ACCOUNT, SUPPLEMENTAL EXECUTIVE RETIREMENT AND RETENTION PLAN, EMPLOYER CONTRIBUTION TO 403(B) MATCHED SAVINGS PLAN, PENSION RESTORATION PLAN AND ESTIMATED PENSION BENEFITS UNDER CHRISTUS HEALTH CASH BALANCE PLAN. ESTIMATED PENSION BENEFITS WERE CALCULATED BASED ON THE PROVISIONS OF THE CURRENT CASH BALANCE PLAN AT 6% OF PENSIONABLE EARNINGS. SOME ASSOCIATES ARE GRANDFATHERED UNDER AN EARLIER PENSION PLAN. THESE GRANDFATHERED PARTICIPANTS, BASED ON COMPUTATION AT THE TIME OF THEIR RETIREMENT, WILL RECEIVE THE LARGER OF THE RETIREMENT BENEFIT COMPUTED UNDER THE CASH BALANCE PLAN COMPARED TO THE PREVIOUS PENSION PLAN. DUE TO THE COMPLEXITY OF CALCULATING AN ACCURATE BENEFIT COST FOR GRANDFATHERED PARTICIPANTS, THE FORM 990 REPORTS AS PENSION BENEFITS THEIR ANNUAL ESTIMATED CASH BALANCE PLAN ACCRUAL. LILLIAN MONTOYA RECEIVED $142,158 DURING CALENDAR YEAR 2022 UNDER A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. HOPE WADE RECEIVED $73,602 DURING CALENDAR YEAR 2022 UNDER A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. MONICA LEYBA RECEIVED $39,906 DURING CALENDAR YEAR 2022 UNDER A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. KATHY ARMIJO-ETRE RECEIVED $36,346 DURING CALENDAR YEAR 2022 UNDER A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. LANCE WILSON RECEIVED $8,560 DURING CALENDAR YEAR 2022 UNDER A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. REUBEN MURRAY RECEIVED $18,926 DURING CALENDAR YEAR 2022 UNDER A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. Schedule J, Part II, Column (B)(ii) SUPPLEMENTAL COMPENSATION INFORMATION BONUS AND INCENTIVE COMPENSATION MAY INCLUDE AMOUNTS THAT WERE DEFERRED IN A PRIOR YEAR BUT PAID OUT IN CALENDAR YEAR 2022. Form 990, Part III, Line 4a COMMITMENT TO BENEFITING OUR COMMUNITIES - PATIENT CARE SERVICES ST. VINCENT HOSPITAL, LOCATED IN SANTA FE, NEW MEXICO, IS A COMMUNITY-BASED, PRIVATE, NONPROFIT HOSPITAL SERVING MORE THAN 300,000 PEOPLE IN SEVEN COUNTIES IN A 19,000-SQUARE-MILE AREA, ENCOMPASSING NORTH CENTRAL AND NORTHEASTERN NEW MEXICO AND SOUTHERN COLORADO. ST. VINCENT WAS FOUNDED IN 1865 BY THE SISTERS OF CHARITY OF CINCINATTI AND IS NEW MEXICO'S FIRST HOSPITAL AND THE LARGEST PRIVATE EMPLOYER IN THE CITY OF SANTA FE. ST. VINCENT'S MISSION IS AS FOLLOWS: OUR HEALING MINISTRY IS TO IMPROVE THE HEALTH AND WELL-BEING OF THE COMMUNITIES WE SERVE. WE CARE FOR ALL THE PEOPLE OF SANTA FE, NORTHERN NEW MEXICO AND SOUTHERN COLORADO, REGARDLESS OF THEIR ABILITY TO PAY. OUR VISION IS EXCEPTIONAL MEDICINE, EXTRAORDINARY CARE, EVERY PERSON, EVERY DAY. IN APRIL 2008, CHRISTUS HEALTH AND ST. VINCENT REGIONAL MEDICAL CENTER FINALIZED THE FORMATION OF A PARTNERSHIP THAT ALLOWED ST. VINCENT TO BENEFIT FROM THE RESOURCES OF CHRISTUS HEALTH'S INTERNATIONAL 60-HOSPITAL SYSTEM. ST. VINCENT IS ACCREDITED BY THE JOINT COMMISSION ON THE ACCREDITATION OF HEALTHCARE ORGANIZATIONS (JCAHO). ST. VINCENT HOSPITAL IS THE ONLY TRAUMA CENTER (LEVEL III) IN NORTH CENTRAL/NORTHEASTERN NEW MEXICO. AS THE LARGEST HOSPITAL FACILITY NORTH OF ALBUQUERQUE, NEW MEXICO AND SOUTH OF PUEBLO, COLORADO, ST. VINCENT HAS 219 LICENSED BEDS, 38 PHYSICIAN AND OUTPATIENT LOCATIONS, AND 456 MEDICAL STAFF REPRESENTING 36 MEDICAL SPECIALTIES (134 EMPLOYED PHYSICIANS). IN FISCAL YEAR 2022, ST. VINCENT HOSPITAL SERVED NEARLY HALF A MILLION INDIVIDUALS, INCLUDING 39,839 VISITS TO OUR EMERGENCY DEPARTMENT; 293,680 OUTPATIENT VISITS; 8,712 TOTAL SURGERIES; AND 10,753 ADMISSIONS. ST. VINCENT HOSPITAL PROVIDES DIRECT CARE SERVICES, INCLUDING THOSE PROVIDED BY EMPLOYED PHYSICIAN PRACTICES, TO INPATIENTS AND OUTPATIENTS, INCLUDING INDIGENT, MEDICAID, OTHER PAYOR CLASSES AND UNINSURED PATIENTS. ST. VINCENT'S COMMUNITY BENEFIT INCLUDES THE COST OF PROVIDING UNCOMPENSATED CARE AND SERVICES FOR PATIENTS WITH LIMITED OR NO MEANS TO PAY, GOVERNMENT PROGRAMS WHERE EXPENSES EXCEED PAYMENTS, AND NON-BILLED SERVICES DIRECTED TO IMPROVING THE HEALTH AND WELL-BEING OF ALL MEMBERS OF THE COMMUNITY WE SERVE. ST. VINCENT HOSPITAL PROVIDES A FULL RANGE OF INPATIENT AND OUTPATIENT SERVICES TO THE PEOPLE FROM THE COMMUNITIES IT SERVES. IT CONDUCTS ITS ACTIVITIES AND SERVES ALL PATIENTS WITHOUT REGARD TO RACE, COLOR, CREED, RELIGION, GENDER, ORIENTATION, DISABILITY, AGE OR NATIONAL ORIGIN. BY COLLABORATING WITH COMMUNITIES, SCHOOLS, CHURCHES, BUSINESSES AND OTHER HEALTHCARE ORGANIZATIONS, ST. VINCENT HOSPITAL HAS STRENGTHENED ITS ROLE AS A MAJOR PROVIDER OF COMPREHENSIVE, ACCESSIBLE HEALTHCARE SERVICES. THESE PARTNERSHIPS WITHIN THE COMMUNITY HAVE BEEN A BLESSING BY HELPING ST. VINCENT BETTER SERVE THOSE IN NEED. THESE PARTNERSHIPS HELP TO INSURE THAT THE PEOPLE OF OUR COMMUNITY RECEIVE INTEGRATED HEALTH CARE AND HAVE ACCESS TO AN ARRAY OF SERVICES THAT ADDRESSES THE SOCIAL DETERMINANTS OF GOOD HEALTH. ADDITIONALLY, OUR DEDICATED ASSOCIATES AND VOLUNTEERS PLAY A SIGNIFICANT ROLE IN CONTRIBUTING TO IMPROVING THE HEALTH AND WELL-BEING OF THE COMMUNITY BY DEDICATING THEIR TIME TO SUPPORT COMMUNITY HEALTH ACTIVITY. THEY HELP TO BUILD STRONG RELATIONSHIPS BETWEEN ST. VINCENT AND OTHER HEALTHCARE ORGANIZATIONS AND THE COMMUNITY, NURTURING CHRISTUS' MISSION TO MEET HEALTHCARE NEEDS AND MAKE A DIFFERENCE IN THE LIVES OF OTHERS. OUR EMPLOYEES WORK BOTH INSIDE AND OUTSIDE THE WALLS OF OUR HEALTHCARE FACILITY AND ARE COMMITTED TO REACHING BEYOND THE TRADITIONAL HOSPITAL STRUCTURE TO HELP OUR COMMUNITIES MAINTAIN GOOD HEALTH. AMONG THE GENERAL MEDICAL/SURGERY SERVICES OFFERED AT ST. VINCENT HOSPITAL AND ITS EMPLOYED PHYSICIAN PRACTICES ARE: DAY SURGERY, ORTHOPAEDICS, NEUROSURGERY, INTERVENTIONAL CARDIOLOGY AND VASCULAR SURGERY, CANCER TREATMENT CENTER, CARDIOPULMONARY INPATIENT AND OUTPATIENT REHABILITATION, SPORTS MEDICINE, DIAGNOSTIC IMAGING SERVICES, WELLNESS PROGRAMS, OCCUPATIONAL AND SPEECH THERAPY, RESPIRATORY CARE, INPATIENT BEHAVIORAL HEALTH SERVICES, WOMEN'S SERVICES AND PEDIATRICS, INPATIENT AND OUTPATIENT LABORATORY SERVICES, DIABETES CARE, SLEEP CENTER, WOUND AND HYPERBARIC CARE, AND NUTRITION AND DIETARY SERVICES. ST. VINCENT HOSPITAL PROVIDES A 24-HOUR EMERGENCY ROOM THAT IS OPEN TO SERVE ALL THOSE IN NEED OF EMERGENT CARE, REGARDLESS OF THEIR ABILITY TO PAY. AS A NONPROFIT ORGANIZATION THE GOVERNING BOARD IS COMPRISED PRIMARILY OF COMMUNITY MEMBERS REPRESENTING THE AREA WE SERVE AND GUIDES ST. VINCENT HOSPITAL IN ACHIEVING ITS MISSION. ST. VINCENT HOSPITAL IS PRIVILEGED TO HAVE AN OPEN MEDICAL STAFF COMPRISED OF QUALIFIED PHYSICIANS WHO WORK WITH US TO PROVIDE CARE TO OUR COMMUNITIES. ALL QUALIFIED PHYSICIANS WHO ARE GRANTED PRIVILEGES TO SERVE WITH US IN OUR FACILITY AND OUTPATIENT LOCATIONS MUST UNDERGO A THOROUGH AND COMPREHENSIVE CREDENTIALING PROCESS. Form 990, Part III, Line 4b OTHER GOVERNMENT SPONSORED SERVICES IN ADDITION TO THE PROVISION OF CHARITY CARE AND OTHER COMMUNITY SERVICES, ST. VINCENT HOSPITAL PROVIDES SERVICES TO PERSONS COVERED UNDER GOVERNMENT-SPONSORED PROGRAMS, INCLUDING MEDICARE AND TRICARE. THE UNREIMBURSED COSTS OF THESE SERVICES ARE REPORTED TO THE STATE OF NEW MEXICO BUT ARE NOT INCLUDED IN REPORTS PREPARED FOLLOWING CATHOLIC HEALTH ASSOCIATION GUIDELINES. CHRISTUS HEALTH, A MEMBER ORGANIZATION, PROVIDES SERVICES TO PERSONS COVERED UNDER THE FEDERAL MEDICARE PROGRAM, AND IN FACT, THIS IS THE LARGEST SINGLE PAYOR CLASSIFICATION OF PATIENTS SERVED BY THE HEALTH SYSTEM. THE PAYMENT RATE FOR INPATIENT SERVICES IS ON A PER-CASE RATE, CALCULATED BASED ON THE DIAGNOSTIC-RELATED GROUP (DRG) INTO WHICH THE PATIENT IS CATEGORIZED. MEDICARE REIMBURSES OUTPATIENT SERVICES BASED ON ITS FEE SCHEDULE. Form 990, Part III, Line 4c COMMUNITY BENEFIT REPORTING - CHARITY CARE AND MEDICAID CHRISTUS HEALTH, A MEMBER ORGANIZATION, ADHERES TO THE CATHOLIC HEALTH ASSOCIATION'S A GUIDE FOR PLANNING AND REPORTING COMMUNITY BENEFIT (2015). COMMUNITY BENEFIT, REPORTED AS UNPAID COSTS, INCLUDES BOTH CHARITY CARE AND COMMUNITY SERVICES. TO THE LIMITS OF ITS RESOURCES, CHRISTUS HEALTH IS AN INSTITUTION OF PURELY PUBLIC CHARITY; THUS, THE MOST TANGIBLE EXPRESSION OF CHRISTUS HEALTH'S CHARITABLE PURPOSE IS THE PROVISION OF HEALTH CARE SERVICES TO THOSE PERSONS WHO ARE UNABLE TO PAY. THIS FALLS INTO TWO CATEGORIES: CHARITY CARE AND UNPAID GOVERNMENT INDIGENT CARE. IN KEEPING WITH THE MISSION, VALUES, AND VISION OF CHRISTUS HEALTH, ST. VINCENT HOSPITAL PROVIDES CHARITY CARE SERVICES IN A MANNER THAT RESPECTS THE DIGNITY OF THE PATIENTS AND THEIR FAMILIES. CHARITY CARE IS PROVIDED WITHOUT CHARGE OR AT A CHARGE THAT IS LESS THAN THE USUAL CHARGE FOR SUCH SERVICES. THE DETERMINATION AS TO THE AMOUNT TO BE CHARGED, IF ANY, IS MADE ACCORDING TO A PATIENT'S ABILITY TO PAY AS DETERMINED BY ESTABLISHED ELIGIBILITY CRITERIA. FOR UNINSURED PATIENTS WHOSE ECONOMIC CIRCUMSTANCES PLACE THEM AT OR UNDER 200 PERCENT OF THE FEDERAL POVERTY LEVEL (FPL), SERVICES ARE PROVIDED WITHOUT ANY EXPECTATION OF PAYMENT. NO PATIENT IS REFUSED NECESSARY MEDICAL CARE BASED ON HIS OR HER ABILITY TO PAY. ST. VINCENT HOSPITAL PROVIDES DIRECT CARE SERVICES, INCLUDING THOSE PROVIDED BY EMPLOYED PHYSICIAN PRACTICES, TO INPATIENTS AND OUTPATIENTS, INCLUDING INDIGENT, MEDICAID, OTHER PAYOR CLASSES AND UNINSURED PATIENTS, TOTALING APPROXIMATELY 352,984 ENCOUNTERS. ST. VINCENT HOSPITAL'S COMMUNITY BENEFIT INCLUDES THE COST OF PROVIDING UNCOMPENSATED CARE AND SERVICES FOR PATIENTS WITH LIMITED OR NO MEANS TO PAY, GOVERNMENT PROGRAMS WHERE EXPENSES EXCEED PAYMENTS, AND NON-BILLED SERVICES DIRECTED AT IMPROVING THE HEALTH AND WELL-BEING OF ALL MEMBERS OF THE COMMUNITY WE SERVE. ST. VINCENT HOSPITAL IS AN ACTIVE PARTICIPANT IN NEW MEXICO'S MEDICAID PROGRAMS. THOSE PROGRAMS SEEK TO PROVIDE PAYMENT FOR HEALTH CARE SERVICES TO INDIVIDUALS WHO MEET CERTAIN FINANCIAL AND OTHER REQUIREMENTS, WHICH INCLUDE EVALUATION OF BOTH ASSETS AND INCOME. NEW MEXICO HAS ACCEPTED THE OPPORTUNITY TO EXPAND MEDICAID ELIGIBILITY THROUGH THE HEALTH CARE REFORM ACT. THIS WILL HAVE A POSITIVE IMPACT IN PROMOTING THE ABILITY OF ST. VINCENT TO PROVIDE CARE TO THIS LARGER POPULATION. Form 990, Part III, Line 4d Description of other program services (Expenses $ 13,608,341 including grants of $ 545,089) COMMUNITY SERVICES FOR THE BROADER COMMUNITY HELPING TO PREPARE FUTURE HEALTHCARE PROFESSIONALS IS A DISTINGUISHING CHARACTERISTIC OF NONPROFIT HOSPITALS AND CONSTITUTES A SIGNIFICANT COMMUNITY BENEFIT. ST. VINCENT HOSPITAL ASSISTS IN THE EDUCATION OF HEALTHCARE PROFESSIONALS BY PROVIDING CLINICAL SETTINGS, SCHOLARSHIPS, INTERNSHIPS AND RESIDENCIES FOR PHYSICIANS, NURSES AND OTHER HEALTH PROFESSIONALS. THE FOLLOWING ACTIVITIES WERE CONDUCTED IN THIS AREA: ST. VINCENT HOSPITAL FOUNDATION NURSE SCHOLARSHIPS (IN PARTNERSHIP WITH SANTA FE COMMUNITY COLLEGE AND NORTHERN NEW MEXICO COMMUNITY COLLEGE) AND THE ST. VINCENT HOSPITAL MEDICAL RESIDENCY PROGRAM (A THREE-YEAR PRIMARY CARE RESIDENCY PROGRAM FOR PHYSICIANS IN PARTNERSHIP WITH THE UNIVERSITY OF NEW MEXICO, ALBUQUERQUE). ADDITIONALLY, ST. VINCENT'S FUNDS THE HEALTH CARE EXPLORERS PROGRAM GEARED TO HIGH SCHOOL STUDENTS WITH AN INTEREST IN THE HEALTH CARE PROFESSION. ST. VINCENT HOSPITAL USED CASH DONATIONS AS A VEHICLE TO HELP OUR COMMUNITIES. WE MADE CASH DONATIONS, IN ADDITION TO GRANTS, TO SUPPORT NONPROFIT HEALTHCARE ORGANIZATIONS AND PROGRAMS. ST. VINCENT HOSPITAL ALSO MADE CASH AND IN-KIND DONATIONS TO FUND COMMUNITY INITIATIVES SUCH AS AN ANNUAL HOLIDAY COAT DRIVE FOR CHILDREN; PHYSICAL FITNESS PROGRAMS FOR CHILDREN AND ADULTS (NATIONAL DANCE INSTITUTE, ELEMENTARY SCHOOL FUN RUNS, SCHOOL HEALTH FAIRS AND WELLNESS PROGRAMS; ELDER/SENIOR SERVICES AND VETERANS' PROGRAMS; LOCAL AND NATIONAL SERVICE ORGANIZATION FUNDRAISERS (ROTARY, ELKS AND KIWANIS CLUBS); AND NATIVE AMERICAN PUEBLO HEALTH DAYS AND PHYSICAL FITNESS EVENTS. ST. VINCENT HOSPITAL ASSOCIATES SERVED ON LOCAL NONPROFIT BOARDS AND INITIATIVES. THE HOSPITAL ALSO PROVIDES NO-COST MEETING SPACE TO COMMUNITY NONPROFIT ORGANIZATIONS AND GROUPS. ANNUALLY, ST. VINCENT HOSPITAL ADVOCATES FOR IMPROVING PUBLIC POLICIES, WORKING TO ESTABLISH, AND IN SOME INSTANCES AUGMENT, GRASSROOTS ADVOCACY FOR GREATER ACCESS TO HEALTH CARE SERVICES FOR THE CONSTITUENTS WE SERVE. Form 990, Part III, Line 4d Description of other program services (Expenses $ 1,722,592 including grants of $ 498,940) COMMUNITY SERVICES FOR THE POOR AND UNDERSERVED ST. VINCENT HOSPITAL HAS RECOGNIZED THE NEED FOR SIGNIFICANT COMMUNITY-WIDE HEALTH AND HUMAN SERVICES BEYOND THE DIRECT SERVICES OF THE HOSPITAL. AS SUCH, ST. VINCENT PROVIDES FUNDING TO THOSE WITH LIMITED OR NO MEANS TO PAY, UNDERSERVED POPULATIONS AND THE BROADER COMMUNITY. THESE PROGRAMS ARE FUNDED FROM THE HOSPITAL'S GENERAL FUNDS AND ARE PROVIDED EITHER DIRECTLY BY ST. VINCENT OR THROUGH OTHER NONPROFIT COMMUNITY HEALTHCARE ORGANIZATIONS. COLLABORATIVE EFFORTS WITH LA FAMILIA MEDICAL CENTER, PRESBYTERIAN MEDICAL SERVICES, SOUTHWEST CARE AND INDIAN HEALTH SERVICES PROVIDE PRIMARY CARE TO MEET THE NEEDS OF THE POOR, UNDERSERVED AND HOMELESS. ONE EXAMPLE OF CHRISTUS HEALTH, MEMBER ORGANIZATION, COMMUNITY BENEFITS ACCOUNTED FOR UNDER COMMUNITY SERVICES FOR THE POOR AND UNDERSERVED INCLUDE THE CHRISTUS COMMUNITY DIRECT INVESTMENT PROGRAM (CDI). THE PURPOSE OF THE CDI PROGRAM IS TO SUPPORT COMMUNITY-DRIVEN INITIATIVES PRIMARILY FOR AFFORDABLE HOUSING AND ECONOMIC DEVELOPMENT BY PROVIDING FINANCING AT BELOW-MARKET INTEREST RATES TO NOT-FOR-PROFIT ORGANIZATIONS AT TERMS NOT EXCEEDING MORE THAN FIVE YEARS. THE INCOME LOST FROM THE DIFFERENCE IN THE MARKET RATE LESS OUR LOAN RATE (FOREGONE INCOME) IS CONSIDERED A COMMUNITY BENEFIT FOR REPORTING PURPOSES. THE COST OF THESE INVESTMENTS IS NOT INCLUDED IN THE PROGRAM SERVICE EXPENSES OF ST. VINCENT HOSPITAL THOUGH OUSTANDING LOAN BALANCES VARY THROUGHOUT THE YEAR, THE OUTSTANDING LOAN BALANCE AT THE END OF FISCAL YEAR 2023 WAS $0. THE FOREGONE INTEREST FOR ST. VINCENT HOSPITAL IN FY 2023 WAS $0. CHRISTUS HEALTH, MEMBER ORGANIZATION, HAS ESTABLISHED THE CHRISTUS FUND TO PROVIDE RESOURCES TO NOT-FOR-PROFIT AGENCIES AND GROUPS WHOSE MISSION, VISION AND GOALS ARE CONSISTENT WITH CHRISTUS HEALTH'S MISSION, VALUES AND PHILOSOPHY OF A HEALTHY COMMUNITY. WE BELIEVE THAT BY WORKING TOGETHER, WE CAN MAKE A PROFOUND DIFFERENCE IN THE QUALITY OF PEOPLES' LIVES AND CREATE SUSTAINABLE HEALTH IN OUR COMMUNITIES. DURING FY 2023, THE TOTAL GRANT MONEY DISTRIBUTED TO THE ST. VINCENT REGION WAS $250,000. THE COST OF THESE GRANTS IS NOT INCLUDED IN THE PROGRAM SERVICE EXPENSE FOR ST. VINCENT. ST. VINCENT HOSPITAL SUPPORTS THE NEEDS OF SPECIAL POPULATIONS IN THE COMMUNITY BY PROVIDING COMMUNITY HEALTH EDUCATION, COMMUNITY-BASED CLINICAL SERVICES, AND HEALTHCARE SUPPORT SERVICES, INCLUDING: HEALTH AND SAFETY FAIRS, SCREENINGS AND EDUCATION FOR EARLY DETECTION OF DIABETES, CANCER AND HEART DISEASE, MATERNAL AND CHILD HEALTHCARE, VICTIMS OF DOMESTIC VIOLENCE, SEXUAL ASSAULT NURSE EXAMINERS, MEDICAL CARE FOR RESIDENTS IN CUSTODY, AND HEALTH EDUCATION PROGRAMS, SCREENINGS AND ADULT IMMUNIZATIONS TARGETED AT CERTAIN POPULATIONS SUCH AS PERSONS AGE 65 OR OLDER, INDIVIDUALS WITH DISABILITIES, THE UNDERINSURED AND UNINSURED, AND HISPANIC AND NATIVE AMERICAN POPULATIONS. SOME EXAMPLES OF ST. VINCENT HOSPITAL'S COMMUNITY BENEFITS ACCOUNTED FOR UNDER COMMUNITY SERVICES FOR THE POOR AND UNDERSERVED INCLUDE DENTAL SERVICES FOR UNINSURED CHILDREN AND TEENS. ST. VINCENT ALSO SUPPORTS COMMUNITY NONPROFIT AGENCIES AND PROGRAMS FOR THE POOR AND UNDERSERVED, INCLUDING LAS CUMBRES COMMUNITY SERVICES, THE ESPERANZA SHELTER FOR BATTERED FAMILIES, ST. ELIZABETH HOMELESS SHELTER, KITCHEN ANGELS FOOD DISTRIBUTION PROGRAMS, YOUTH SHELTERS AND FAMILY SERVICES, AND THE NEW MEXICO SUICIDE INTERVENTION PROJECT. ROOTED IN OUR MISSION AND TRADITION, THE FOUNDERS AND SPONSORS OF CHRISTUS HEALTH AND THOSE WHO CO-MINISTER WITH THEM SEEK NEW AND INNOVATIVE WAYS OF DELIVERING QUALITY HEATH CARE THAT IS BOTH AFFORDABLE AND ACCESSIBLE TO ALL. TODAY, MORE THAN EVER, WE MUST AIM TO IMPROVE THE TOTAL HEALTH STATUS OF THE COMMUNITY THROUGH PROGRAMS THAT PLACE OUR SERVICES WHERE THEY ARE NEEDED MOST, WITH SPECIAL ATTENTION AND PREFERENCE GIVEN TO PROGRAMS THAT SUPPORT AND BENEFIT THE HEALTH AND WELFARE OF THE POOR AND UNDERSERVED. COMMUNITY SERVICES FOR THE POOR AND UNDERSERVED REPRESENT THE UNPAID COST OF SERVICES PROVIDED FOR WHICH A PATIENT IS NOT BILLED, OR FOR WHICH A FEE HAS BEEN ASSESSED THAT RECOVERS ONLY A PORTION OF THE COST OF THE RENDERED SERVICE. THIS CATEGORY INCLUDES INITIATIVES THAT REACH OUT TO THOSE IN NEED THROUGH COMMUNITY HEALTH AND SOCIAL PROGRAMS. THESE PROGRAMS SEEK JUSTICE FOR THE VULNERABLE AND WORK TO BRING ABOUT CHANGES IN OUR POLITICAL AND ECONOMIC SYSTEMS. THE PROGRAMS COVER A BROAD SPECTRUM OF SERVICES FROM CHARITY CLINICS TO IMMUNIZATIONS FOR CHILDREN AND SENIORS, AND A VARIETY OF OTHER SOCIAL SERVICES. ST. VINCENT HOSPITAL PROVIDES MEDICATION ASSISTANCE FOR COMMUNITY RESIDENTS WHO ARE UNABLE TO AFFORD THE MEDICATIONS THEY NEED. THE HOSPITAL MEDICAL ACTION FUND PROVIDES MEDICATION FOR PATIENTS WITHOUT THE ABILITY TO PAY. THE HOSPITAL WORKS WITH PHARMACEUTICAL COMPANIES WHEN MEDICATIONS ARE AVAILABLE FOR THIS PURPOSE. Form 990, Part III, Line 4d Description of other program services (Expenses $ including grants of $ 687,776) Additional Grants Form 990, Part VI, Line 18 PUBLIC DISCLOSURE OF 1023 AND FORMS 990 & 990-T CHRISTUS HEALTH AND MOST OF ITS AFFILIATED ENTITIES DO NOT HAVE FORMS 1023 BECAUSE OF THEIR INCLUSION IN THE IRS GROUP RULING WITH THE UNITED STATES CONFERENCE OF CATHOLIC BISHOPS, WHICH COVERS THE ORGANIZATION LISTED IN THE ANNUAL OFFICIAL CATHOLIC DIRECTORY. CHRISTUS HEALTH'S WEBSITE DISPLAYS THE IRS GROUP RULING AND RELEVANT ANNUAL OFFICIAL CATHOLIC DIRECTORY PAGES FOR THE ORGANIZATIONS RELATED TO CHRISTUS HEALTH. FORMS 990 AND 990-T ARE MADE AVAILABLE UPON REQUEST. Form 990, Part VI, Line 6 Classes of members or stockholders THE MEMBERS OF ST. VINCENT HOSPITAL ARE ANCHORUM ST. VINCENT, A NEW MEXICO NONPROFIT CORPORATION, AND CHRISTUS HEALTH, A TEXAS NONPROFIT CORPORATION. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE MEMBERS ARE GRANTED THE RIGHT TO APPOINT THE PRESIDENT OF THE CORPORATION. THE BOARD OF DIRECTORS IS DIVIDED EQUALLY INTO TWO CLASSES: THE ANCHORUM ST. VINCENT CLASS AND THE CHRISTUS HEALTH CLASS. THE SVH CO CLASS SHALL APPOINT ITS SUCCESSORS. THE CHRISTUS HEALTH CLASS SHALL BE APPOINTED BY CHRISTUS HEALTH. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders CHRISTUS HEALTH'S BOARD OF DIRECTORS HAS THE FOLLOWING POWERS: APPROVE, CHANGE AND/OR INTERPRET THE FILING ORGANIZATION'S PHILOSOPHY, MISSION AND VISION; APPROVE THE ADOPTION OR AMENDMENT OF THE FILING ORGANIZATION'S CERTIFICATE OF FORMATION/ ARTICLES OF INCORPORATION AND BYLAWS; APPOINT AND REMOVE MEMBERS OF THE FILING ORGANIZATION'S BOARD OF DIRECTORS; APPOINT AND REMOVE THE FILING ORGANIZATION'S CHAIR OF THE BOARD OF DIRECTORS; APPROVE INCURRENCE OF DEBT THAT EXCEEDS $20 MILLION PER INCURRENCE; APPROVE ANY MERGER, CONSOLIDATION, ACQUISITION, DISSOLUTION OR LIQUIDATION BY THE FILING ORGANIZATION; APPROVE SYSTEM WIDE CONSOLIDATED BUDGET AND PERFORMANCE INDICATORS FOR THE FILING ORGANIZATION; APPROVE THE INDEPENDENT AUDIT REPORTS OF THE FILING ORGANIZATION; APPROVE CAPITAL PROJECTS GREATER THAN $20 MILLION FOR THE FILING ORGANIZATION; APPROVE ANY TRANSACTION BY THE FILING ORGANIZATION THE EFFECT OF WHICH IS TO CREATE A NEW LEGAL ENTITY OR JOINT VENTURE, ANY TRANSACTION INVOLVING A SYSTEM ENTITY WHICH CREATES A NEW LEGAL ENTITY OR JOINT VENTURE, OR CHANGES IN BUSINESS PURPOSE OR RELATIONSHIP OF ANY SYSTEM ENTITY; AND APPROVE AND AUTHORIZE ACTIONS RESERVED TO CHRISTUS HEALTH IN ORGANIZATION DOCUMENTS OR SIMILAR GOVERNANCE DOCUMENTS. THE CHRISTUS HEALTH CEO HAS THE FOLLOWING POWERS: POWER TO APPOINT AND REMOVE THE PRESIDENT OF THE FILING ORGANIZATION; APPROVE THE SALE, LEASE, MORTGAGE, TRANSFER, EASEMENT OR ENCUMBRANCE OF THE FILING ORGANIZATION'S REAL PROPERTY DESIGNATED AS NON DESIGNATED MINISTRY PROPERTY UNDER $1 MILLION BUT MORE THAN $20 MILLION; APPROVE THE INCURRENCE OF DEBT UP TO A $20 PER INCURRENCE BY THE FILING ORGANIZATION; APPROVE STRATEGIC PLANS OF THE FILING ORGANIZATION; APPROVE THE FILING ORGANIZATION'S BUDGET; APPROVE THE IMPLEMENTATION OF SYSTEM-WIDE POLICIES FOR THE FILING ORGANIZATION; SET THE THRESHOLD OF CAPITAL PROJECTS LESS THAN $20 MILLION BY THE FILING ORGANIZATION; AND APPROVE MANAGEMENT DIRECTIVES FOR THE FILING ORGANIZATION. THE CHRISTUS HEALTH MEMBERS ARE TWO SISTERS APPOINTED BY EACH OF THE FOUNDING SPONSORING CONGREGATIONS OF CHRISTUS HEALTH, THE CONGREGATION OF THE SISTERS OF CHARITY OF THE INCARNATE WORD, HOUSTON, TEXAS, AND THE CONGREGATION OF SISTERS OF CHARITY OF THE INCARNATE WORD OF SAN ANTONIO, AND ONE SISTER APPOINTED BY THE SISTERS OF THE HOLY FAMILY OF NAZARETH. THE CHRISTUS HEALTH MEMBERS HAVE THE FOLLOWING POWERS: APPROVE THE ADOPTION AND AMENDMENT OF CERTIFICATES OF FORMATION/ ARTICLES OF INCORPORATION AND BYLAWS OF THE FILING ORGANIZATION IF THE CHANGE IS RELATED TO MEMBER RESERVED POWERS; APPROVE THE SALE, LEASE, MORTGAGE, TRANSFER, EASEMENT OR ENCUMBRANCE OF REAL PROPERTY IN EXCESS OF A THRESHOLD DOLLAR AMOUNT REQUIRED BY CANON LAW; APPROVE THE SALE, LEASE, MORTGAGE, TRANSFER, EASEMENT, OR ENCUMBRANCE OF REAL PROPERTY DESIGNATED AS DESIGNATED MINISTRY PROPERTY; APPROVE THE CHANGE OF OWNERSHIP, MANAGEMENT OR CONTROL OF DESIGNATED MINISTRY PROPERTY (EXCEPT IN THE ORDINARY COURSE OF BUSINESS) OR THE FUNDAMENTAL USE OF DESIGNATED MINISTRY PROPERTY BY CHANGE IN LICENSE THAT WOULD SIGNIFICANTLY CHANGE THE NATURE OF A FACILITY, OR THE ELIMINATION OF OB, PED, PSYCH OR EMERGENCY SERVICES ON REAL PROPERTY PROVIDED IN CONNECTION WITH DESIGNATED MINISTRY PROPERTY OWNED BY THE FILING ORGANIZATION; AND APPROVE THE MERGER, CONSOLIDATION, ACQUISITION, DISSOLUTION OR LIQUIDATION OF THE FILING ORGANIZATION IF IT OWNS DESIGNATED MINISTRY PROPERTY. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS PREPARED AND REVIEWED BY THE ORGANIZATION'S EXTERNAL INDEPENDENT ACCOUNTANTS. THE CHRISTUS HEALTH ACCOUNTING DEPARTMENT WORKS WITH AN EXTERNAL ACCOUNTING FIRM IN PREPARATION AND REVIEW OF THE FORM 990. THE FILING ORGANIZATION'S CFO, OR OTHER DESIGNEE, REVIEWS THE FORM 990. THE FINAL FORM 990 THAT WILL BE FILED WITH THE IRS IS POSTED TO A SECURE INTERNET PORTAL FOR ALL MEMBERS OF THE BOARD OF DIRECTORS TO VIEW. REVIEW OF THE FINAL FORM 990 OCCURS PRIOR TO FILING WITH THE IRS IN THE SPRING 2024 VIA A WEB PORTAL POLLING TOOL BY THE RESPECTIVE ORGANIZATION'S BOARD, BASED ON A SET OF SUGGESTED REVIEW PROCESSES DEVELOPED BY CHRISTUS HEALTH. Form 990, Part VI, Line 12c Conflict of interest policy AT THE END OF EACH CALENDAR YEAR, THE CHRISTUS HEALTH CORPORATE SECRETARY DISTRIBUTES A CONFLICT OF INTEREST QUESTIONNAIRE TO ALL OF THE ORGANIZATION'S BOARD AND COMMITTEE MEMBERS FOR COMPLETION PRIOR TO THE 1ST OF JANUARY IN THE NEXT YEAR. THE CORPORATE SECRETARY THOROUGHLY REVIEWS ALL COMPLETED AND EXECUTED CONFLICT OF INTEREST QUESTIONNAIRE FORMS TO ENSURE ACCURACY AND THAT NO POTENTIAL OR IDENTIFIED CONFLICT IS DISCLOSED OR EXISTS. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE EXECUTIVE COMPENSATION COMMITTEE OF CHRISTUS HEALTH DETERMINES THE COMPENSATION OF THE CEO (OR EXECUTIVE DIRECTOR, AS APPLICABLE), OFFICERS AND KEY EMPLOYEES OF CHRISTUS HEALTH, ITS RELATED ORGANIZATIONS AND ORGANIZATIONS FOR WHICH IT IS A MEMBER, INCLUDING ST. VINCENT HOSPITAL. THE EXECUTIVE COMPENSATION COMMITTEE IS COMPOSED OF INDIVIDUALS WHO HAVE NO CONFLICT OF INTEREST WITH THE COMPENSATION ARRANGEMENTS AT HAND. THE EXECUTIVE COMPENSATION COMMITTEE OF THE CHRISTUS HEALTH BOARD SELECTS AN INDEPENDENT EXTERNAL FIRM TO PERFORM AN INDEPENDENT COMPENSATION REVIEW, TO ENSURE THAT ALL COMPENSATION IS REASONABLE AND COMPARABLE TO OTHER SIMILARLY SITUATED ORGANIZATIONS, FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS, AND TO PROVIDE SUPPORTING INFORMATION OF COMPENSATION DECISIONS. ON AN ANNUAL BASIS THE EXTERNAL CONSULTANT: 1. DEVELOPS THE MERIT INCREASE RECOMMENDATIONS FOR ALL DESIGNATED SYSTEM EXECUTIVES BASED ON MARKET COMPARABILITY. 2. RECOMMENDS THE CHANGES IN THE COMPENSATION STRUCTURE (GRADES) BASED ON THE MARKET CHANGES. 3. COMPLETES A REVIEW AND EVALUATION OF NEWLY CREATED POSITIONS TO RECOMMEND A GRADE PLACEMENT TO THE COMMITTEE FOR ITS DISCUSSION AND APPROVAL. ON A BI-ANNUAL BASIS, THE EXTERNAL CONSULTANT COMPLETES A DETAILED REVIEW OF ALL OTHER DESIGNATED SYSTEM EXECUTIVES' COMPENSATION AND BENEFITS. THIS GROUP INCLUDES ALL TOP MANAGEMENT OFFICIALS, OTHER OFFICERS AND KEY LEADERS OF THE ORGANIZATION. THE REVIEW INCLUDES RECOMMENDATIONS TO THE COMMITTEE ON ANY CHANGES NECESSARY IN EITHER SPECIFIC COMPENSATION OR COMPENSATION STRUCTURE TO ENSURE MARKET COMPETITIVENESS, REASONABLENESS AND INTERNAL EQUITY. UPON RECOMMENDATIONS FROM THE INDEPENDENT EXTERNAL FIRM, THE EXECUTIVE COMPENSATION COMMITTEE MAKES FINAL COMPENSATION DECISIONS. ADDITIONALLY, THE EXECUTIVE COMPENSATION COMMITTEE REVIEWS ALL COMPENSATION PAYMENTS FOR EXCESS BENEFIT TRANSACTIONS. Form 990, Part VI, Line 15b Process to establish compensation of other employees THE EXECUTIVE COMPENSATION COMMITTEE OF CHRISTUS HEALTH DETERMINES THE COMPENSATION OF THE CEO (OR EXECUTIVE DIRECTOR, AS APPLICABLE), OFFICERS AND KEY EMPLOYEES OF CHRISTUS HEALTH, ITS RELATED ORGANIZATIONS AND ORGANIZATIONS FOR WHICH IT IS A MEMBER, INCLUDING ST. VINCENT HOSPITAL. THE EXECUTIVE COMPENSATION COMMITTEE IS COMPOSED OF INDIVIDUALS WHO HAVE NO CONFLICT OF INTEREST WITH THE COMPENSATION ARRANGEMENTS AT HAND. THE EXECUTIVE COMPENSATION COMMITTEE OF THE CHRISTUS HEALTH BOARD SELECTS AN INDEPENDENT EXTERNAL FIRM TO PERFORM AN INDEPENDENT COMPENSATION REVIEW, TO ENSURE THAT ALL COMPENSATION IS REASONABLE AND COMPARABLE TO OTHER SIMILARLY SITUATED ORGANIZATIONS, FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS, AND TO PROVIDE SUPPORTING INFORMATION OF COMPENSATION DECISIONS. ON AN ANNUAL BASIS THE EXTERNAL CONSULTANT: 1. DEVELOPS THE MERIT INCREASE RECOMMENDATIONS FOR ALL DESIGNATED SYSTEM EXECUTIVES BASED ON MARKET COMPARABILITY. 2. RECOMMENDS THE CHANGES IN THE COMPENSATION STRUCTURE (GRADES) BASED ON THE MARKET CHANGES. 3. COMPLETES A REVIEW AND EVALUATION OF NEWLY CREATED POSITIONS TO RECOMMEND A GRADE PLACEMENT TO THE COMMITTEE FOR ITS DISCUSSION AND APPROVAL. ON A BI-ANNUAL BASIS, THE EXTERNAL CONSULTANT COMPLETES A DETAILED REVIEW OF ALL OTHER DESIGNATED SYSTEM EXECUTIVES' COMPENSATION AND BENEFITS. THIS GROUP INCLUDES ALL TOP MANAGEMENT OFFICIALS, OTHER OFFICERS AND KEY LEADERS OF THE ORGANIZATION. THE REVIEW INCLUDES RECOMMENDATIONS TO THE COMMITTEE ON ANY CHANGES NECESSARY IN EITHER SPECIFIC COMPENSATION OR COMPENSATION STRUCTURE TO ENSURE MARKET COMPETITIVENESS, REASONABLENESS AND INTERNAL EQUITY. UPON RECOMMENDATIONS FROM THE INDEPENDENT EXTERNAL FIRM, THE EXECUTIVE COMPENSATION COMMITTEE MAKES FINAL COMPENSATION DECISIONS. ADDITIONALLY, THE EXECUTIVE COMPENSATION COMMITTEE REVIEWS ALL COMPENSATION PAYMENTS FOR EXCESS BENEFIT TRANSACTIONS. Form 990, Part VI, Line 19 Required documents available to the public THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF CHRISTUS HEALTH ARE MADE AVAILABLE TO THE PUBLIC VIA THE CHRISTUS HEALTH WEBSITE. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. Form 990, Part VII, Section A SCHEDULE J, PART II DIRECTOR RANDY SAFADY IS THE VICE PRESIDENT/SENIOR FINANCIAL OFFICER OF CHRISTUS HEALTH, A MEMBER ORGANIZATION OF ST. VINCENT HOSPITAL. CHRISTUS HEALTH HAS 50% OWNERSHIP OF ST. VINCENT HOSPITAL, AND THEREFORE DOES NOT MEET THE DEFINITION OF A RELATED ORGANIZATION SET FORTH BY THE FORM 990 INSTRUCTIONS. THEREFORE, RANDY'S COMPENSATION IS NOT REPORTED AS RELATED COMPENSATION ON FORM 990, PART VII, OR FORM 990, SCHEDULE J, PART II. FOR INFORMATIONAL PURPOSES, RANDY SAFADY RECEIVED THE FOLLOWING COMPENSATION PAID BY CHRISTUS HEALTH DURING CALENDAR YEAR 2022: BASE COMPENSATION = $341,938 BONUS AND INCENTIVE COMPENSATION = $2,565,000 OTHER REPORTABLE COMPENSATION = $ 6,179 RETIREMENT AND OTHER DEFERRED COMPENSATION = $ 1,513,147 NON-TAXABLE BENEFITS = $ 9,346 COMPENSATION REPORTED IN PRIOR FORM 990 = $ 0 DIRECTOR J. LINDSEY BRADLEY, JR. IS THE SENIOR LEADERSHIP OFFICER OF CHRISTUS HEALTH, A MEMBER ORGANIZATION OF ST. VINCENT HOSPITAL. CHRISTUS HEALTH HAS 50% OWNERSHIP OF ST. VINCENT HOSPITAL, AND THEREFORE DOES NOT MEET THE DEFINITION OF A RELATED ORGANIZATION SET FORTH BY THE FORM 990 INSTRUCTIONS. THEREFORE, LINDSEY'S COMPENSATION IS NOT REPORTED AS RELATED COMPENSATION ON FORM 990, PART VII, OR FORM 990, SCHEDULE J, PART II. FOR INFORMATIONAL PURPOSES, J. LINDSEY BRADLEY, JR. RECEIVED THE FOLLOWING COMPENSATION PAID BY CHRISTUS HEALTH DURING CALENDAR YEAR 2022: BASE COMPENSATION = $0 BONUS AND INCENTIVE COMPENSATION = $0 OTHER REPORTABLE COMPENSATION = $20,626 RETIREMENT AND OTHER DEFERRED COMPENSATION = $0 NON-TAXABLE BENEFITS = $0 COMPENSATION REPORTED IN PRIOR FORM 990 = $0 MARK ANDERSON IS A FORMER DIRECTOR OF CHRISTUS HEALTH, A MEMBER ORGANIZATION OF ST. VINCENT HOSPITAL. CHRISTUS HEALTH HAS 50% OWNERSHIP OF ST. VINCENT HOSPITAL, AND THEREFORE DOES NOT MEET THE DEFINITION OF A RELATED ORGANIZATION SET FORTH BY THE FORM 990 INSTRUCTIONS. THEREFORE, MARK'S COMPENSATION IS NOT REPORTED AS RELATED COMPENSATION ON FORM 990, PART VII, OR FORM 990, SCHEDULE J, PART II. FOR INFORMATIONAL PURPOSES, MARK ANDERSON, M.D. RECEIVED THE FOLLOWING COMPENSATION PAID BY CHRISTUS HEALTH DURING CALENDAR YEAR 2022: BASE COMPENSATION = $683,470 BONUS AND INCENTIVE COMPENSATION = $249,632 OTHER REPORTABLE COMPENSATION = $0 RETIREMENT AND OTHER DEFERRED COMPENSATION = $199,056 NON-TAXABLE BENEFITS = $72,826 COMPENSATION REPORTED IN PRIOR FORM 990 = $0 Form 990, Part VIII, Line 11d Other Miscellaneous Revenue MISCELLANEOUS - Total Revenue: 408488, Related or Exempt Function Revenue: 408488, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN NON-CONTROLLING INTEREST - 31500002; RESTRICTED CONTRIBUTIONS - 10164980; OTHER TAX ADJUSTMENTS - -685204; INTERCOMPANY - -790951; CHANGE IN RESTRICTED NET ASSETS - -9964465; RECLASS FOR GAAP FOR DONATIONS/GRANTS TO UNRNA - 14613772; TRANSFER OF EQUITY TO ST. VINCENT MEDICAL GROUP PRIOR TO ITS DISSOLUTION - 12147358; NON-CONSOLIDATED EQUITY IN PARTNERSHIPS - 2472095; Schedule F, Part I, Line 3(f) THE AMOUNTS LISTED IN THIS COLUMN ARE INVESTMENTS AT COST. SANTA FE MEDICAL DENTAL BUILDING LLC PO BOX 2107 SANTA FE NM 87504 473871349 DENTAL SVCS NM 0 -2400139 SVH ST VINCENT HOSPITAL FOUNDATION 455 ST MICHAELS DRIVE SANTA FE NM 87505 850282847 FUNDRSNG ACTV NM 501(c)(3) Type I SVH true SANTA FE IMAGING LLC 1640 HOSPITAL DR SANTA FE NM 87505 850465936 IMAGING CENTER NM SVH Related 770424 749072 false false 0.5834 SANTA FE MEDICAL PROPERTIES LLC 455 SAINT MICHAELS DR SANTA FE NM 87505 201480795 LEASING NM SVH Related 505291 707995 false false 0.5181 false false true false false false false false false false false true true false true true true false false ST VINCENT HOSPITAL FOUNDATION C 1503240 ACCRUAL CHRISTUS GOOD SHEPHERD MEDICAL CENTER M 222804 ACCRUAL