2024-05-10T17:21:17+00:00 2023-06-30 350921680 CROWE LLP 225 West Wacker Drive Suite 2600 Chicago IL 606061224 990 2022-07-01 390810545 St Joseph's Hospital of the Hospital Sisters of the Third Order of St Franc is STJO 7157231811 2661 COUNTY HIGHWAY I Chippewa Falls WI 54729 Patricia Allen System CFO for Care Delivery 9204330111 2024-05-10 true PATRICIA ALLEN 999009999 true MALLORY FAIRLESS P01321579 3128997000 2022 2023-04-26 12:10:37Z John Wagner 2661 COUNTY HIGHWAY I Chippewa Falls WI 54729 48822976 false 0928 X WWW.STJOESCHIPFALLS.COM X 1885 WI ST. JOSEPH'S MISSION IS TO DELIVER COMPASSIONATE HEALTH CARE TO PEOPLE IN NEED AND TO BE THE PREFERRED CHOICE FOR HEALTH CARE IN THE CHIPPEWA VALLEY. 8 7 330 92 39848 0 1766754 538147 45389760 44653151 6169838 2363664 29934 -15115 53356286 47539847 0 0 20393546 21060088 0 0 29022537 27522067 49416083 48582155 3940203 -1042308 148858198 149836923 23104652 17932781 125753546 131904142 X THE MISSION OF ST. JOSEPH'S HOSPITAL IS TO REVEAL AND EMBODY CHRIST'S PEOPLE IN NEED. REFLECTING OUR HIGH REGARD FOR ONE ANOTHER AS INSPIRED BY OUR FRANCISCAN TRADITION, ST. JOSEPH'S GOAL IS TO BE THE PREFERRED CHOICE FOR HEALTH CARE IN THE CHIPPEWA VALLEY. false false 12452995 10090505 EMERGENCY ROOM SERVICES St. Joseph's Hospital operates an Emergency Department that is staffed 24/7 by doctors and Advanced Practice Providers experienced in Emergency Medicine. It is the only one of its kind in the area, providing emergency and trauma services. Like all hospital services, emergency care is provided regardless of race, creed, or ability to pay, and financial assistance is available after care is provided for those in need. 7041168 7066373 PSYCHIATRY St. Joseph's Hospital provides behavioral health inpatient services for adults 18 years and older. Substance Use Withdrawal Services and High Intensity Substance Use Residential Treatment Services are available at St. Joseph's Hospital - L.E. Phillips Libertas Treatment Center. In a time of crisis when people are faced with a substance use challenge, they can turn to St. Joseph's for dignified, confidential and compassionate care they need. 5176899 4153851 SURGICAL SERVICES Surgical services at St. Joseph's Hospital are comprised of central processing, anesthesia, surgery, and pre/post op surgery. This includes 5 operating suites and two endoscopy suites. Services are available during traditional business hours and include both inpatient and outpatient procedures. In FY23, over 650 surgical procedures were performed. Surgical procedures include general orthopedic, urology, oral - maxillofacial, dental, ophthalmology, podiatry, gastroenterology, and general surgery. Anesthesia and central processing also provide hospital-wide services to inpatient nursing, and the emergency department. 15362987 23302574 Other Program Services Other program services at St. Joseph Hospital are comprised of Radiology, Wound Care, Pharmacy, Laboratory, Respiratory Therapy, Rehabilitation, Drug/Alcohol Abuse Services, and other services. 15362987 23302574 40034049 true true false true false false false false false true false false false true true false true false false false false false false false false true true false false true false false false false false false false false false false false false true true false false false true X 1200 0 true 330 true true true false false false false false false false false false false false X 8 7 false false true false true true true true true false false true true true true true true true true true true X Linda Dace 6182342120 3051 Hollis Drive Springfield IL 62704 ANDREW J BAGNALL Wisconsin PRESIDENT & Division CEO - Wisconsin (UNTIL 11/1/22) 8.0 52.0 X X 0 842889 32735 JOHN WAGNER CEO/PRESIDENT - SJCF 58.0 2.0 X X 396392 0 99522 Patti Darley VICE CHAIR 1.0 1.0 X X 0 0 0 Andy Barth Board Member/ SHEC President (UNTIL 10/14/22) 1.0 59.0 X 0 363636 28567 FR DAN OUDENHOVEN BOARD MEMBER 1.0 1.0 X 0 0 0 GREG HEILER MD BOARD MEMBER 1.0 1.0 X 0 0 0 Laura Talley BOARD MEMBER 1.0 1.0 X 0 0 0 Michelle Farrow BOARD MEMBER 1.0 1.0 X 0 0 0 MOLLY BUSHMAN BOARD MEMBER 1.0 1.0 X 0 0 0 ROBERT MASLONKOWSKI MD BOARD MEMBER 1.0 1.0 X 0 0 0 PATRICIA ALLEN DIVISION CFO - WISCONSIN 3.0 57.0 X 0 541100 154396 TODD Smart Treasurer 0.3 59.8 X 0 329569 81262 Beth Stokka MANAGER - PHARMACY 40.0 0 X 170913 0 16305 KRAIG KRAFT Pharmacist 40.0 0 X 167506 0 20625 Peter Pokrzywinski Pharmacist 40.0 0 X 168879 0 6988 RHONDA ADLER PHARMACIST 40.0 0 X 212480 0 18000 SARA JORGENSON PHARMACIST 40.0 0 X 183899 0 13403 1300069 2077194 471803 23 false true false INFINITY HEALTHCARE PHYSICIANS SC 11 E WISCONSIN AVE STE 2100 MILWAUKEE WI 53202 PHYSICIAN COVERAGE 2741359 MEDICAL SOLUTIONS 1010 N 102ND ST OMAHA NE 68114 CONTRACT LABOR 714239 NORTH AMERICAN PARTNERS IN ANESTHESIA 1305 WALT WHITMAN RD MELVILLE NY 11747 CONTRACT LABOR 660898 COMPASS ONE HEALTHCARE PO BOX 102289 ATLANTA GA 30368 CONSTRUCTION 552325 SAMUELS GROUP INC 311 FINANCIAL WAY WAUSAU WI 54401 PROVIDER STAFFING 508500 16 27954 510193 0 538147 PATIENT SERVICE REVENUE 622100 44613303 44613303 Reference Lab 541380 39848 39848 0 0 0 0 44653151 1937620 1937620 920757 1180267 -259510 0 -259510 -259510 436623 92283 102862 436623 -10579 426044 426044 OTHER OPERATING REVENUE 900099 206204 206204 GIFT SHOP REVENUE 453220 38191 38191 0 0 0 0 244395 47539847 44613303 39848 2348549 X 495914 478036 17878 15552829 14992150 560679 1006470 970137 36333 2721714 2623461 98253 1283161 1236839 46322 0 0 1497443 1497443 5796885 3609657 2187228 0 12000 12000 3994760 3949992 44768 35307 35307 1269760 1257193 12567 260175 244952 15223 70169 57928 12241 204024 204024 1739582 1726788 12794 191722 72541 119181 PURCHASED SERVICES 6946070 3353011 3593059 ISC Management Fee 4161732 4161732 MEDICAL ASSESSMENT 585740 585740 EQUIPMENT RENTAL 577620 577620 179078 88965 90113 0 48582155 40034049 8548106 0 141762 235269 5975123 5870312 0 0 0 0 447596 372131 191357 131637 72077075 50861566 22003509 21215509 119456568 117517114 0 0 642283 4494951 148858198 149836923 8235001 4440837 12815382 11939612 0 0 2054269 1552332 23104652 17932781 X 125753546 131904142 125753546 131904142 148858198 149836923 X -1042308 2998682 4194222 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 6372 6372 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY St. Joseph's Hospital (The Hospital) IS A MEMBER OF THE CATHOLIC HEALTH ASSOCIATION ("CHA"), THE WISCONSIN HEALTH ASSOCIATION ("WHA"), AND THE AMERICAN HOSPITAL ASSOCIATION ("AHA"). AS A MEMBER OF THESE ORGANIZATIONS, THE HOSPITAL PAYS DUES, WITH PART OF THESE DUES BEING ATTRIBUTABLE TO LOBBYING FEES PAID BY THE ORGANIZATIONS. THE AMOUNT LISTED IS THE AMOUNT ATTRIBUTABLE TO THE HOSPITAL FROM ITS DUES PAID. THE ASSOCIATIONS THE HOSPITAL PAYS ARE AS FOLLOWS: - AMERICAN HOSPITAL ASSOCIATION ("AHA") AT 27.29% LOBBYING EXPENSE - CATHOLIC HEALTH ASSOCIATION ("CHA") AT 3.00% LOBBYING EXPENSE - WISCONSIN HOSPITAL ASSOCIATION ("WHA") AT 11.10% LOBBYING EXPENSE THE TOTAL AMOUNT OF ANNUAL DUES PAID TO EACH ASSOCIATION IS MULTIPLIED BY THE PERCENTAGE OF DUES ALLOCATED TO LOBBYING EXPENSE TO CALCULATE THE TOTAL LOBBYING EXPENDITURES PAID. 383686 383686 21065678 11413056 9652622 24006899 20417043 3589856 26620812 19031467 7589345 21215509 RATE SWAP AGREEMENTS OPERATING LEASE LIABILITY 204808 DERIVATIVE INSTRUMENTS 1347524 ACCRUED BENEFIT LIABILITY 1552332 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote HSHS and the Foundation are Illinois not-for-profit organizations as described in Section 501(c) (3) of the Internal Revenue Code (the Code) and are exempt from federal income taxes on related income pursuant to Section 501(a) of the Code. Kiara, Inc. is an Illinois for-profit corporation that recognizes income taxes under the asset-and-liability method. Deferred tax assets and liabilities are recognized for the future tax consequences attributable to differences between the consolidated financial statement carrying amounts of existing assets and liabilities and their respective tax basis and operating loss and tax credit carryforwards. Deferred tax assets and liabilities are measured using the enacted tax rates expected to apply to taxable income in the years in which those temporary differences are expected to be recovered or settled. The effect on deferred tax assets and liabilities of a change in tax rates is recognized in income in the period that includes the enactment date. The net operating loss carryforwards result in a deferred tax asset of $3,382 and $3,548 at June 30, 2023 and 2022, respectively. In assessing the realizability of deferred tax assets, management considers whether it is more likely than not that some portion or all the deferred tax assets will not be realized. The ultimate realization of deferred tax assets is dependent upon the generation of future taxable income during the periods in which those temporary differences become deductible. Management considers projected future taxable income and tax planning strategies in making this assessment. Based upon the level of historical taxable losses and projections for future taxable losses over the periods for which the deferred tax assets are deductible, management believes it is more likely Kiara, Inc. will not realize most of the benefits of these deductible differences. Full valuation allowances have been applied against the deferred tax assets attributable to the net operating loss carryforwards not realized as of June 30, 2023 and 2022 in the accompanying consolidated financial statements due to the uncertainty of realization. HSHS recognizes the tax benefit from an uncertain tax position only if it is more likely than not the tax position will be sustained on examination by the taxing authorities, based on the technical merits of the position. As of June 30, 2023 and 2022, HSHS does not have any liabilities for unrecognized tax benefits. true true X true X true X true true true false true true 81463 81463 0.0017 12261232 8174757 4086475 0.0841 2719525 1530890 1188635 0.0245 0 0 15062220 9705647 5356573 0.1103 27639 27639 0.0006 34988 34988 0.0007 10211353 7035804 3175549 0.0654 0 0.0 31410 31410 0.0006 0 0 10305390 7035804 3269586 0.0673 0 0 25367610 16741451 8626159 0.1776 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0 0 0 0 0.0 true 0 0 15252051 21224717 -5972666 X true true 1 1 ST JOSEPH'S HOSPITAL 2661 COUNTY HIGHWAY I CHIPPEWA FALLS WI 54729 http://www.stjoeschipfalls.com/ 15 X X X ST JOSEPH'S HOSPITAL 1 false false true X X X X X X X X X 20 true true true true X https://www.hshs.org/getmedia/4bd77c23-c374-497b-a7c7-467d278bb587/CHNA-2021_Chippewa-County.pdf X X X true 21 true https://www.hshs.org/getmedia/0785e26e-96c2-46ff-b8a8-a3ceea7af401/CHNA-Implementation-Plan-2021_SJC false true X 200.0 400.0 X X X X X X true true X X X true X https://www.hshs.org/about-us/patient-financial-services X https://www.hshs.org/about-us/patient-financial-services/wisconsin-financial-assistance X https://www.hshs.org/about-us/patient-financial-services/wisconsin-financial-assistance X X X X X X true X false X X X X true X false false Schedule H, Part V, Section B, Line 3E Yes, the significant health needs are a prioritized description of the significant health needs of the community and were identified through the CHNA process. Schedule H, Part V, Section B, Line 5 Facility , 1 Facility , 1 - HSHS St. Joseph's Hospital, Chippewa Falls. Hospital Sisters Health System and HSHS St. Joseph's Hospital are committed to promoting and defending human dignity, caring for persons living in poverty and other vulnerable persons, promoting the common good, and stewarding resources wisely. Consequently, we strongly believe the assessment process must be informed by input from the poor and vulnerable populations we seek to serve. During FY2021, HSHS St. Joseph's Hospital conducted the CHNA for Eau Claire County (WI) in conjunction with HSHS Sacred Heart Hospital, Marshfield Clinic Health System, Mayo Clinic Health System, Eau Claire City-County Health Department, Chippewa County Department of Public Health, United Way of the Greater Chippewa Valley, and Chippewa Health Improvement Partnership (a local health coalition). The CHNA partners in turn worked together to gather input from a broad array of sources, ranging from hospital systems and educational institutions to government and service agencies to community groups, as well as from area residents. These efforts included, but were not limited to, outreach to and through the Aging and Disability Resource Center, The Community Table, Eau Claire Area Hmong Mutual Assistance Association, Chippewa County Jail, El Centro, Feed My People Food Bank, and Joining Our Neighbors Advancing Hope (JONAH), as well as churches, schools, municipalities, and other organizations. All of these organizations serve under-resourced individuals in our community - such as low-income seniors, children living in poverty, families who struggle with shelter and food insecurity, justice-involved individuals, and other vulnerable populations - and possess extensive knowledge regarding the needs of those they serve. Actively including these organizations in the CHNA process was critical to ensure consideration of diverse needs in both the assessment itself and the development of related implementation strategies. The FY2021 CHNA process involved several key components. These included a Community Health Survey (distributed via SurveyMonkey and paper copies), online Community Conversations with area residents and stakeholders, and a virtual discussion with members of Chippewa Health Improvement Partnership. The feedback collected through these means, in combination with secondary data comparisons of local and national health indicators, were used to identify community health needs and priorities. The hospital subsequently used this data to develop a community health implementation plan incorporating health improvement strategies. The health priorities identified in the CHNA report were formally approved by the HSHS St. Joseph's Hospital Board of Directors on May 20, 2021. Schedule H, Part V, Section B, Line 6a Facility , 1 Facility , 1 - HSHS St. Joseph's Hospital, Chippewa Falls. The FY2021 CHNA was conducted with sister-hospital HSHS Sacred Heart Hospital, Eau Claire, WI, and Mayo Clinic Health System and Marshfield Clinic Health System, also of Eau Claire, WI. Schedule H, Part V, Section B, Line 6b Facility , 1 Facility , 1 - HSHS St. Joseph's Hospital, Chippewa Falls. HSHS St. Joseph's Hospital also conducted the FY2021 CHNA in conjunction with the Chippewa County Department of Public Health, Eau City-County Health Department, United Way of the Greater Chippewa Valley, and Chippewa Health Improvement Partnership. Schedule H, Part V, Section B, Line 7 Facility , 1 Facility , 1 - HSHS St. Joseph's Hospital, Chippewa Falls. Hard copies of the CHNA are available free of charge through the hospital's Community Health Department, as well as through the community health coalition, Chippewa Health Improvement Partnership. Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - HSHS St. Joseph's Hospital, Chippewa Falls. As detailed in the FY22 CHNA Report, HSHS St. Joseph's Hospital, in collaboration with Chippewa Health Improvement Partnership and other community partners, identified several health priorities for Chippewa County. These included: * Mental Health * Alcohol Misuse * Chronic Disease Prevention and Management * Drug Use * Obesity. Due to close collaboration with HSHS Sacred Heart Hospital and the Eau Claire Health Alliance (formerly known as Eau Claire Healthy Communities) in Eau Claire County (which is contiguous to Chippewa County), as well as overlapping service areas and resources and the interrelationship between these issues, HSHS St. Joseph's Hospital further refined the focus of its efforts to: * Mental Health * Alcohol Misuse * Chronic Disease Prevention and Management * Drug Use * Healthy Nutrition/Obesity. MENTAL HEALTH HSHS St. Joseph's Hospital in Chippewa Falls (SJCF) has engaged in multiple efforts to improve the mental health and emotional wellbeing of residents of the area that the hospital serves. The SJCF Community Health Implementation Plan includes several evidence-based strategies and other actions to positively impact mental health. These strategies will benefit both those we serve as patients and the community at large. Strategy 1: Work with community partners to increase access to prevention and early intervention services. Action 1: Train and partner with facilitators to provide suicide prevention, behavioral health "first aid, trauma/resiliency training to school staff, students, and the general public. FY2023 Outcomes During FY23, HSHS St. Joseph's Hospital coordinated Mental Health First Aid - Adult training and used Rural Communities Opioid Response Program (RCORP) grant dollars to pay for training for 13 local professionals and community members to become certified instructors. This instructor training resulted in the training of 18 local health care and other professionals in the MHFA - Adult curriculum through three separate events. The Community Health Outreach Specialist also received certification as a Mental Health First Aid - Adult instructor during the fiscal year. During this timeframe, the Community Health Outreach Specialist also continued to lead the Education and Awareness Team for Mental Health Matters, a collaborative effort in Chippewa and Eau Claire counties to improve youth mental health. The team worked with a local producer to finalize a 30-minute video called Shaping Destiny to aid orientation efforts for youth-serving professionals as well as to educate parents and other community members about adverse childhood experiences and resiliency. SHEC also provided funding to help meet unbudgeted expenses related to video updates. In addition, the Community Health Outreach Specialist coordinated the Chippewa Health Improvement Partnership's Mental Health Action Team and participated in the Chippewa Valley Suicide Prevention Workgroup, both of which incorporated these trainings into their planning efforts. Finally, HSHS St. Joseph's Hospital provided in-kind printing and planning support for a collaborative effort to promote resiliency in Chippewa County through a series of two events called "Chippewa Strong." This series was developed due to a number of local tragedies involving children. Approximately 100 people attended the first event in January, which featured a widow from 9/11 discussing individual and community healing from that tragedy, as well as table discussions following the presentation, while an estimated 120 people attended the second event in May, which provided opportunities to learn and practice a wide range of activities that support resiliency (acupressure, equine therapy, art therapy, etc.). The Community Health Outreach Specialist provided staffing support for both of these events. Action 2: Work with community partners to ensure early identification of pregnant and postpartum moms with behavioral health needs. FY2023 Outcomes The Community Health Outreach Specialist facilitated quarterly meetings of the Substance-free Pregnancy and Recovery Coalition (SPaRC) for Chippewa and Eau Claire counties. The coalition involves a broad range of state and local government agencies, health care partners, and service organizations and seeks to stop the intergenerational impacts of substance use by identifying the behavioral health needs of pregnant and postpartum women and connecting them with available resources. Additionally, SJC served as a site for sister hospital HSHS Sacred Heart Hospital's Maternity onto Motherhood (MOM) Program during pregnancy and after birth to help connect families with needed resources, including mental health and substance use services. Patients may refer themselves or be referred by prenatal providers to the program, which is available to families at no cost regardless of where they choose to deliver. Strategy 2: Work with internal and external partners to improve access to care and services. Action 1: Open inpatient psychiatric beds for adolescents. FY2023 Outcomes SJCF continues to explore opportunities to expand its capacity to provide local inpatient psychiatric care. The State of Wisconsin has earmarked $15 million to development of a specialized 18-bed adolescent psychiatric unit at the hospital, as well as creation of additional adult beds at HSHS Sacred Heart Hospital (increasing capacity from 29 to 33) in Eau Claire. Due to substantial increases in construction costs, as well as current financial constraints, this project remains on hold at this time. Action 2: Continue to partner with Prevea Health to provide/expand school-based mental health services. FY2023 Outcomes SJCF worked through its Foundation and outpatient behavioral health partner, Prevea Health, to provide school-based mental health services in the Chippewa Valley. During FY23, 96 sessions were provided to local students through this program. Action 3: Provide grief support to Chippewa Valley residents through The Healing Place. FY2023 Outcomes The Community Health Outreach Specialist worked to resume grief support services through The Healing Place (an outreach of sister hospital HSHS Sacred Heart Hospital) on a limited basis during FY2023. These services consisted primarily of offering a bi-monthly Suicide Loss Support Group, receiving calls and e-mails for grief support, and making referrals to local resources. The Suicide Loss Support Group resumed in September after in-person meetings were allowed again (based on COVID-19 circumstances). During the fiscal year, 23 different people attended at least of the 19 group meetings (total attendance during that timeframe was 108). The Community Health Outreach Specialist fielded calls and e-mails weekly from individuals seeking grief support for themselves or others and provided resource information. During the course of the fiscal year, she responded to approximately 90 inquiries. Action 4: Streamline behavioral health service access for pregnant and postpartum moms. FY2023 Outcomes As noted previously, SJCF served as a site for sister hospital HSHS Sacred Heart Hospital's Maternity onto Motherhood (MOM) Program during pregnancy and after birth to help connect families with needed resources, including mental health and substance use services. Patients may refer themselves or be referred by prenatal providers to the program, which is available to families at no cost regardless of where they choose to deliver. The Community Health Outreach Specialist also facilitated quarterly meetings of the Substance-free Pregnancy and Recovery Coalition (SPaRC) for Chippewa and Eau Claire counties. The coalition involves a broad range of state and local government agencies, health care partners, and service organizations and seeks to stop the intergenerational impacts of substance use by identifying the behavioral health needs of pregnant and postpartum women and connecting them with available resources. Strategy 3: Work with community partners to address other social determinants of health (SDOH), including economic stability. Action 1: Provide funding and other support to homeless resources to help promote housing and economic stability, as well as facilitate access to health care services. FY2023 Outcomes In an effort to support health care access for individuals experiencing economic instability, SJCF provided in-kind printing and laboratory services support to the Open Door Clinic, which provides free health care services, including mental health services, to uninsured and underinsured Chippewa Valley residents. Schedule H, Part V, Section B, Line 11 Facility , 2 Facility , 2 - HSHS St. Joseph's Hospital, Chippewa Falls. ALCOHOL MISUSE Strategies and actions related to Alcohol Misuse for patients and other community members are detailed below. Strategy 1: Work with community partners to increase access to prevention and early intervention services. Action 1: Work with schools and other community partners to provide Mental Health First Aid training for youth and adult populations. FY2023 Outcomes During FY23, HSHS St. Joseph's Hospital coordinated Mental Health First Aid - Adult training and used Rural Communities Opioid Response Program (RCORP) grant dollars to pay for training for 13 local professionals and community members to become certified instructors. This instructor training resulted in the training of 18 local health care and other professionals in the MHFA - Adult curriculum through three separate events. The Community Health Outreach Specialist also received certification as a Mental Health First Aid - Adult instructor during the fiscal year. The Community Health Outreach Specialist also fielded inquiries for MHFA trainings and referred to appropriate, local resources. Action 2: Work with the Mental Health Matters grant project to provide training on adverse childhood experiences and resiliency (ACE/R) to school staff and other organizations. FY2023 Outcomes During this timeframe, the Community Health Outreach Specialist also continued to lead the Education and Awareness Team for Mental Health Matters, a collaborative effort in Chippewa and Eau Claire counties to improve youth mental health. The team worked with a local producer to finalize a 30-minute video called Shaping Destiny to aid orientation efforts for youth-serving professionals as well as to educate parents and other community members about adverse childhood experiences and resiliency. SHEC also provided funding to help meet unbudgeted expenses related to video updates. Action 3: Work with the Chippewa Health Improvement Partnership (CHIP) Voices in Prevention Action Team to provide community education. FY2023 Outcomes The CHIP Voices in Prevention Action Team engaged in planning around a #NoJoke campaign geared toward young adults to challenge cultural acceptance of alcohol misuse by exploring the consequences of this behavior. In addition, the team provided "Small Talks" messaging at various tabling events to encourage parents to talk with their kids about the dangers of underage alcohol use. The Community Health Outreach Specialist coordinated meetings and tabling events for all facets of CHIP, including the Voices in Prevention Action team. The team tabled at the YMCA Healthy Kids Day and Northern Wisconsin State Fair during this reporting period. Action 4: Work with community partners to ensure early identification of pregnant and postpartum moms with behavioral health needs. FY2023 Outcomes The Community Health Outreach Specialist facilitated quarterly meetings of the Substance-free Pregnancy and Recovery Coalition (SPaRC) for Chippewa and Eau Claire counties. The coalition involves a broad range of state and local government agencies, health care partners, and service organizations and seeks to stop the intergenerational impacts of substance use by identifying the behavioral health needs of pregnant and postpartum women and connecting them with available resources. In addition, SJCF served as a site for sister hospital HSHS Sacred Heart Hospital's Maternity onto Motherhood (MOM) Program during pregnancy and after birth to help connect families with needed resources, including mental health and substance use services. Strategy 2: Work with internal and external partners to improve access to care and services. Action 1: Ensure consistent use of Screening, Brief Intervention, and Referral to Treatment (SBIRT) by providers. FY2023 Outcomes Due to capacity concerns, no concrete steps were taken around this action during the fiscal year. This topic will be revisited during FY2024. Action 2: Streamline behavioral health service access for pregnant and postpartum moms. FY2023 Outcomes As referenced earlier, SJCF served as a site for sister hospital HSHS Sacred Heart Hospital's Maternity onto Motherhood (MOM) Program during pregnancy and after birth to help connect families with needed resources, including mental health and substance use services. The Community Health Outreach Specialist also facilitated quarterly meetings of the Substance-free Pregnancy and Recovery Coalition (SPaRC) for Chippewa and Eau Claire counties. The coalition involves a broad range of state and local government agencies, health care partners, and service organizations and seeks to stop the intergenerational impacts of substance use by identifying the behavioral health needs of pregnant and postpartum women and connecting them with available resources. Action 3: Continue partnership with Prevea to provide/expand school-based mental health services. FY2023 Outcomes SJCF worked through its Foundation and outpatient behavioral health partner, Prevea Health, to provide school-based mental health services in Chippewa County. During FY23, 96 sessions were provided to local students through this program. Strategy 3: Work with community partners to address other social determinants of health (SDOH), including economic stability. Action 1: Provide funding and other support to homeless resources (e.g., HOPE Village) to help promote housing and economic stability, as well as facilitate access to health care services. FY2023 Outcomes In an effort to support health care access for individuals experiencing economic instability, SJCF provided in-kind printing and laboratory services support to the Open Door Clinic, which provides free health care services, including mental health services, to uninsured and underinsured Chippewa Valley residents. Action 2: Work with the Chippewa Health Improvement Partnership (CHIP) Voices in Prevention Action Team to provide alcohol-free events, activities, and opportunities throughout the county. FY2023 Outcomes Although the CHIP Voices in Prevention Action Team engaged in planning for a #NoJoke campaign around alcohol misuse during the fiscal year, team focused most of its efforts over that time period on youth vaping. Activities related to alcohol misuse will be explored further in FY2024. CHRONIC DISEASE PREVENTION AND MANAGEMENT Strategies and actions related to Chronic Disease Prevention and Management for patients and other community members are detailed below. Strategy 1: Work with community partners to increase access to prevention and early intervention services. Action 1: Provide health education, screenings, and referrals to care. FY2023 Outcomes The Community Health Outreach Specialist coordinated all meetings and tabling events for the Chippewa Health Improvement Partnership, including the Chronic Disease Prevention Action Team. This team pursued several strategies to educate the public around prediabetes. For example, the team encouraged adults to take the Prediabetes Risk Test at the Northern Wisconsin State Fair by providing small incentives and provided prediabetes risk test flyers to participants in the Chippewa Winter Challenge (physical activity) initiative. SJCF provided in-kind printing of prediabetes risk test flyers. Action 2: Work with providers to ensure regular screenings and patient education. FY2023 Outcomes Prioritization of other strategies/actions and time constraints prevented work in this area during the fiscal year. Action 3: Work with local Farmers Markets to supplement the purchase power of FoodShare recipients to buy fresh produce. FY2023 Outcomes SJCF continued to coordinate the Chippewa Health Improvement Partnership during the reporting year, including the Chronic Disease Prevention Action Team. That team successfully launched a new Chippewa Falls Farmers Market (Monday Market at the Y) that allows FoodShare participants to use their electronic benefits transfer (EBT) card to make purchases, as the other market in Chippewa Falls was unable to do so. In addition to starting the new Monday Market in June 2023, the team secured funding for a "Market Match" program that provided FoodShare (Supplemental Nutrition Assistance Program) participants with up to $10/week in additional tokens to purchase eligible foods. Strategy 2: Work with internal and external stakeholders to improve access to care. Action 1: Evaluate services available internally and within the community to address service gaps. FY2023 Outcomes Prioritization of other strategies/actions and time constraints prevented work in this area during the fiscal year. Schedule H, Part V, Section B, Line 11 Facility , 3 Facility , 3 - HSHS St. Joseph's Hospital, Chippewa Falls. Action 2: Support the provision of needed care for chronic conditions to low-income residents through funding and other support for the Open Door Clinic in Chippewa Falls. FY2023 Outcomes SJCF provided ongoing support to the Open Door Clinic through the fiscal year by helping to provide laboratory services, as well as providing printing services at no charge to the clinic. In addition, the hospital contracts for the clinic's coordinator and provides her supervision. Strategy 3: Work with internal and external stakeholders to engage in unified planning and policy. Action 1: Work with state and local leaders to factor health implications into policy and budget decisions. FY2023 Outcomes This strategy/action was not addressed during FY2023 due to time constraints and the prioritization of other Community Health Improvement Plan strategies and actions. DRUG USE Strategies and actions related to Drug Use for patients and other community members are detailed below. Strategy 1: Work with community partners to increase access to prevention and early intervention services. Action 1: Work with schools and other community partners to provide Mental Health First Aid training for youth and adult populations. FY2023 Outcomes During FY23, HSHS St. Joseph's Hospital coordinated Mental Health First Aid - Adult training and used Rural Communities Opioid Response Program (RCORP) grant dollars to pay for training for 13 local professionals and community members to become certified instructors. This instructor training resulted in the training of 18 local health care and other professionals in the MHFA - Adult curriculum through three separate events. The Community Health Outreach Specialist also received certification as a Mental Health First Aid - Adult instructor during the fiscal year. The Community Health Outreach Specialist also fielded inquiries for MHFA trainings and referred to appropriate, local resources. Action 2: Work with the Mental Health Matters grant project to provide training on adverse childhood experiences and resiliency (ACE/R) to school staff and other organizations. FY2023 Outcomes During this timeframe, the Community Health Outreach Specialist also continued to lead the Education and Awareness Team for Mental Health Matters, a collaborative effort in Chippewa and Eau Claire counties to improve youth mental health. The team worked with a local producer to finalize a 30-minute video called "Shaping Destiny" to aid orientation efforts for youth-serving professionals as well as to educate parents and other community members about adverse childhood experiences and resiliency. SJCF also contributed toward unbudgeted expenses for final edits to the video, which was released in the spring. The Community Health Outreach Specialist worked in conjunction with Mental Health Matters and the Chippewa Health Improvement Partnership to share "Shaping Destiny" with local professionals and community members. Action 3: Work with community partners to ensure early identification of pregnant and postpartum moms with behavioral health needs. FY2023 Outcomes The Community Health Outreach Specialist facilitated quarterly meetings of the Substance-free Pregnancy and Recovery Coalition (SPaRC) for Chippewa and Eau Claire counties. The coalition involves a broad range of state and local government agencies, health care partners, and service organizations and seeks to stop the intergenerational impacts of substance use by identifying the behavioral health needs of pregnant and postpartum women and connecting them with available resources. Additionally, SJC served as a site for sister hospital HSHS Sacred Heart Hospital's Maternity onto Motherhood (MOM) Program during pregnancy and after birth to help connect families with needed resources, including mental health and substance use services. Patients may refer themselves or be referred by prenatal providers to the program, which is available to families at no cost regardless of where they choose to deliver. Strategy 2: Work with internal and external stakeholders to improve access to care and services. Action 1: Ensure consistent use of Screening, Brief Intervention, and Referral to Treatment (SBIRT) by providers. FY2023 Outcomes Due to capacity concerns, no concrete steps were taken around this action during the fiscal year. This topic will be revisited during FY2024. Action 2: Streamline behavioral health service access for pregnant and postpartum moms. FY2023 Outcomes As referenced earlier, SJCF served as a site for sister hospital HSHS Sacred Heart Hospital's Maternity onto Motherhood (MOM) Program during pregnancy and after birth to help connect families with needed resources, including mental health and substance use services. The Community Health Outreach Specialist also facilitated quarterly meetings of the Substance-free Pregnancy and Recovery Coalition (SPaRC) for Chippewa and Eau Claire counties. The coalition involves a broad range of state and local government agencies, health care partners, and service organizations and seeks to stop the intergenerational impacts of substance use by identifying the behavioral health needs of pregnant and postpartum women and connecting them with available resources. Action 3: Continue partnership with Prevea to provide/expand school-based mental health services. FY2023 Outcomes SJCF worked through its Foundation and outpatient behavioral health partner, Prevea Health, to provide school-based mental health services in the Chippewa Valley. During FY23, 96 sessions were provided to local students through this program. Strategy 3: Work with community partners to address other social determinants of health, including economic stability. Action 1: Provide funding and other support to homeless resources (e.g., HOPE Village) to help promote housing and economic stability, as well as facilitate access to health care services. FY2023 Outcomes In an effort to support health care access for individuals experiencing economic instability, SJCF provided in-kind printing and laboratory services support to the Open Door Clinic, which provides free health care services, including mental health services, to uninsured and underinsured Chippewa Valley residents. Schedule H, Part V, Section B, Line 11 Facility , 4 Facility , 4 - HSHS St. Joseph's Hospital, Chippewa Falls. OBESITY/HEALTHY NUTRITION Strategies and actions related to Obesity/Healthy Nutrition for patients and other community members are detailed below. Strategy 1: Work with community partners to increase access to prevention and early intervention. Action 1: Work with community partners to provide health education, screenings, and referrals to resources. FY2023 Outcomes The Community Health Outreach Specialist coordinated all meetings and tabling events for the Chippewa Health Improvement Partnership, including the Chronic Disease Prevention Action Team. This team pursued several strategies to educate the public about healthy nutrition and physical activity. These activities ranged from providing a "MyPlate" bean bag game at the Northern Wisconsin State Fair and the YMCA Healthy Kids Day to sponsoring both "Chippewa Winter Challenge and "Chippewa Summer Challenge" initiatives to promote outdoor physical activity to providing nutrition education at the new Monday Market at the Y farmers market in Chippewa Falls. The Community Health Outreach Specialist participated in these events, and SJCF provided in-kind printing of challenge flyers. Action 2: Work with providers to ensure regular screenings, patient education, and referrals FY2023 Outcomes Prioritization of other strategies/actions and time constraints prevented work in this area during the fiscal year. Action 3: Work with local Farmers Markets to supplement the purchase power of Foodshare recipients to buy fresh produce. FY2023 Outcomes SJCF continued to coordinate the Chippewa Health Improvement Partnership during the reporting year, including the Chronic Disease Prevention Action Team. That team successfully launched a new Chippewa Falls Farmers Market (Monday Market at the Y) that allows FoodShare participants to use their electronic benefits transfer (EBT) card to make purchases, as the other market in Chippewa Falls was unable to do so. In addition to starting the new Monday Market in June 2023, the team secured funding for a "Market Match" program that provided FoodShare (Supplemental Nutrition Assistance Program) participants with up to $10/week in additional tokens to purchase eligible foods. Strategy 2: Work with community partners to address other social determinants of health, including economic stability. Action 1: Provide funding and other support to homeless resources (e.g., HOPE Village) to help promote housing and economic stability, as well as facilitate access to health care services. FY2023 Outcomes In an effort to support health care access for individuals experiencing economic instability, SJCF provided in-kind printing and laboratory services support to the Open Door Clinic, which provides free health care services to uninsured and underinsured Chippewa Valley residents. Strategy 3: Work with internal and external stakeholders to engage in unified planning and policy. Action 1: Work with state and local leaders to factor food security and healthy weight implications into policy and budget decisions. FY2023 Outcomes This strategy/action was not addressed during FY2023 due to time constraints and the prioritization of other Community Health Improvement Plan strategies and actions. NOTE: These strategies and actions address each of the top health priorities identified through the CHNA process. In addition, the interconnectedness of various health issues, as recognized by participants in that process, is expected to produce additional benefits in other health areas examined (including but not limited to Physical Activity, Injury and Violence Prevention, and Healthy Growth and Development). Schedule H, Part V, Section B, Line 13 Facility , 1 Facility , 1 - St. Joseph's Hospital (SJCF). Presumptive eligibility is presumed under certain circumstances for uninsured patients based on their enrollment in other means-tested programs or other sources of information, not provided directly by the patient. Once determined, presumptive eligibility provides individuals participating in one of the following categories with a 100% write off. These programs are granted by outside organizations based on screening criteria of less than 200% of the FPG. 1. Homelessness 2. Deceased with no estate 3. Mental incapacitation with no one to act on patient's behalf 4. Medicaid eligibility, but not on date of service or for non-covered services 5. Incarceration in a penal institution 6. Enrollment in the following assistance programs for low-income individuals: 6a. Temporary Assistance for Needy Families (TANF) 6b. Illinois Housing Development Authority's Rental Housing Support Program 6c. Wisconsin Department of Health Services Housing Assistance Program 7. Participation in Women, Infants and Children programs (WIC); 8. Supplemental Nutrition Assistance Program (SNAP) eligibility; 9. Low Income Home Energy Assistance Program (LIHEAP); 10. Wisconsin Home Energy Assistance Program (WHEAP); 11. Enrollment in an organized community-based program providing access to medical care that assesses and documents limited low-income financial status as criteria; 12. Receipt of grant assistance for medical services 0 Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance THE COSTING METHODOLOGY USED TO CALCULATE THE AMOUNTS REPORTED VARY ACCORDING TO INFORMATION REQUESTED AND THE MOST ACCURATE MEANS OF GATHERING THE REQUIRED INFORMATION. THE IRS PROVIDED WORKSHEET 2 WAS USED TO CALCULATE A COST TO CHARGE RATIO USING INFORMATION FROM THE ORGANIZATION'S GENERAL LEDGER AND COST REPORTS. THAT RATIO WAS THEN USED IN CONJUNCTION WITH IRS WORKSHEET 1 TO CALCULATE THE COST OF FINANCIAL ASSISTANCE PROVIDED AND WORKSHEET 3 TO CALCULATE UNREIMBURSED MEDICAID AMOUNTS. THE COMMUNITY HEALTH IMPROVEMENT AND COMMUNITY BENEFIT PROGRAMS, HEALTH PROFESSIONS EDUCATION, SUBSIDIZED HEALTH SERVICES, RESEARCH PROGRAM, AND DONATIONS ARE STATED AT ACTUAL COST (WHEN APPLICABLE). THE COST OF THESE ITEMS ARE TRACKED THROUGH THE GENERAL LEDGER PROCESS AND THROUGH OTHER ACCOUNTING SOFTWARE. Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount FOR FINANCIAL STATEMENT PURPOSES, HOSPITAL SISTERS HEALTH SYSTEM HAS ADOPTED ACCOUNTING STANDARDS UPDATE NO. 2014-09 (TOPIC 606). IMPLICIT PRICE CONCESSIONS INCLUDES BAD DEBTS. THEREFORE, BAD DEBTS ARE INCLUDED IN NET PATIENT REVENUE IN ACCORDANCE WITH HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION STATEMENT NO. 15 AND BAD DEBT EXPENSE IS NOT SEPARATELY REPORTED AS AN EXPENSE. Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote The text of the footnote to the organization's financial statements that describes bad debt expense can be found on pages 16-19 in the HSHS Consolidated Audit Report. Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs The Hospital continually strives to provide excellent patient care in the most cost effective fashion. Nonetheless, the Medicare program, in many cases, does not provide payment that covers the full cost of the care provided. Since it is the mission of the hospital to respond to community need, hospital leadership continually advocates for improved Medicare payment so that the cost of quality care to those patients who are not able to afford it is not compromised and is fairly subsidized by all payers. The IRS does not classify this shortfall in Medicare payments as Community Benefit. However, we believe it is an important contribution made by the hospital to the health and well-being of the community. If the Medicare program did not exist, many Medicare patients would be eligible for financial assistance or other means-tested government programs. Further, by absorbing this shortfall and providing care below cost to these individuals, the Hospital is relieving the burden of the government. Accordingly, this shortfall restricts the Hospital's ability to make funds available to provide for financial assistance and other Community Benefit. The hospital's Medicare shortfall at cost for fiscal year 2023 was $5.97M. Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance very effort is made prior to, during and after provision of medical services to determine whether a patient is eligible for charity/community care and to assist the patient in completing the application and provide adequate documentation. If the patient qualified for charity/community care for the full balance of their account, the entire amount is written off to charity/community care and hence no debt collection is pursued. If the patient qualified for charity/community care for a portion of their account balance, that portion is written off to charity/community care, with the patient being responsible for the remainder of the balance. Additionally, reasonable effort will be made to obtain third-party or government payer reimbursement on behalf of the patient. If those efforts are not fruitful, an offer will be extended to the patient to make installment payments on their balance. Only at such point that the patient defaults on installment payments or refuses to cooperate with the hospital's efforts to be reimbursed will the account be sent to collections. The hospital will make reasonable efforts to determine whether a patient is eligible under the financial assistance policy before it engages in an ECA. To the extent a patient is determined to be eligible for financial assistance under the FAP, the hospital will take all reasonably available measures to reverse any ECA taken against the patient to obtain payment for the care. Schedule H, Part V, Section B, Line 16a FAP website - ST JOSEPH'S HOSPITAL: Line 16a URL: https://www.hshs.org/about-us/patient-financial-services; Schedule H, Part V, Section B, Line 16b FAP Application website - ST JOSEPH'S HOSPITAL: Line 16b URL: https://www.hshs.org/about-us/patient-financial-services/wisconsin-financial-assistance; Schedule H, Part V, Section B, Line 16c FAP plain language summary website - ST JOSEPH'S HOSPITAL: Line 16c URL: https://www.hshs.org/about-us/patient-financial-services/wisconsin-financial-assistance; Schedule H, Part VI, Line 2 Needs assessment In addition to the triennial CHNA, St. Joseph's Hospital (SJCF) uses many approaches to continually assess the health care needs of the community. SJCF uses Press Ganey Patient Experience Solutions to garner feedback to understand patient preferences and develop improvement plans. SJCF also utilizes face to face opportunities with patients to gauge community perception through regular leader rounding. Quarterly, SJCF engages in discussions about community health needs through the hospital's board of directors and advisory council. Membership consists of community members who represent varying sectors of the Chippewa valley including non-profit agencies, schools and businesses. SJCF has a strong Volunteer Partners program whose members are a valuable source of feedback from the community to the hospital and back. SJCF leadership and Community Health staff participates in community groups and coalitions that address the needs of the underserved and minority populations. These groups range from the Chippewa Valley YMCA to United Way of the Greater Chippewa Valley to the Chippewa Health Improvement Partnership. Schedule H, Part VI, Line 3 Patient education of eligibility for assistance HSHS provides information on eligibility for financial assistance during the registration process and via each hospital's website. The Financial Assistance Program brochure is available online and in paper form in both English and Spanish. Schedule H, Part VI, Line 4 Community information For purposes of the CHNA, the community served by HSHS St. Joseph's Hospital is defined as Chippewa County, Wisconsin, a partially urban county located in the west-central part of the state. HSHS St. Joseph's Hospital does not exclude MUAs, low income, or minority populations from its service area. As of 2019, the U.S. Census Bureau estimated the county population at 64,658, with more than 20% of residents living within the boundaries of the county seat, the City of Chippewa Falls. Per the County Health Rankings, 46% of residents live in a rural area. Slightly more residents are male (52%) versus female (48%). The median age is 41, and life expectancy is approximately 80. In regard to race, nearly 95% of Chippewa County residents report being White alone; nearly 2% identify as Black or African American alone; 1.5% as Asian alone; less than 1% as American Indian and Alaska Native alone or Native Hawaiian and Other Pacific Islander alone; and more than 1% as two or more races. Nearly 2% of residents report Hispanic ethnicity. The county is also home to a small Amish population. Median household income within the county is $59,742, with nearly 9% of the population estimated to live in poverty. Meanwhile 12% of children fall within the poverty threshold (source: County Health Rankings). Major industries include health care, manufacturing, retail trade, production agriculture, and seasonal tourism. As of June 2021, 12,186 Chippewa County residents were covered by BadgerCare Plus or another Medicaid program. Per the 2021 County Health Rankings, 6% of the county's population is uninsured. Of the 72 counties in Wisconsin, Chippewa County ranks 16th in overall health outcomes and 24th in overall health factors. Chippewa County has been designated a medically underserved area (MUA) for primary care. In addition to HSHS St. Joseph's Hospital, Mayo Clinic Health System (Bloomer) and Aspirus Health (Stanley) provide hospital services to Chippewa County. Schedule H, Part VI, Line 5 Promotion of community health As a healing ministry of the Catholic Church and an affiliate of Hospital Sisters Health System (HSHS), HSHS St. Joseph's Hospital is committed to delivering high quality, compassionate, and cost-effective health care services to all. Founded in 1885 the hospital brings a healing presence and improves the health of our community, especially those persons who are sick, poor, and disadvantaged. Because of the hospital's mission and heritage, the hospital is dedicated to promoting the health of Chippewa County and surrounding areas. The hospital is governed by a Board of Directors, most of who reside in the hospital's primary service area and are neither employees nor independent contractors of the hospital (nor family members thereof). The Board ensures that St. Joseph's Hospital is responding to community need. The Board ensures that HSHS St. Joseph's Hospital is responding to community need. The Board ensures that HSHS St. Joseph's Hospital is responding to community need. A written or oral report of Community Benefit activities is provided on a regular basis at Board meetings. There are also other bodies that assist St. Joseph's Hospital's connection with the community, such as the hospital Patient and Family Advisory Council, The Foundation of HSHS St. Joseph's Hospital, and Volunteer Partners. Consistent with its exempt purpose, HSHS St. Joseph's Hospital has an open medical staff with privileges available to all qualified physicians in the area. The hospital also operates an Emergency Department that is open 24 hours to all persons regardless of their ability to pay. As a not-for-profit hospital, HSHS St. Joseph's Hospital reinvests surplus funds to support the mission of the organization and promote the health of the community rather than distributing surplus funds as profits to shareholders or individuals. Funds not committed to ongoing operations are generally used to upgrade facilities, secure new technologies, improve patient care, and support initiatives designed to promote health and ensure access for all. For example, SJCF continues to partner with Prevea Health, a multi-specialty health care organization based in Green Bay, Wisconsin that has been a part of the Western Wisconsin region since 2015. Prevea Health works extensively with SJCF and sister hospital HSHS Sacred Heart Hospital in Eau Claire. HSHS St. Joseph's Hospital provides a range of Community Benefit initiatives and programs that further our mission and long-standing commitment to our community. In many cases, these Community Benefits would not exist without the leadership role played by HSHS St. Joseph's Hospital and they often relieve a burden that would otherwise be carried by government. HSHS St. Joseph's Hospital also devotes significant resources to access for patients who cannot afford care, along with other Community Benefits. In FY2023, HSHS St. Joseph's Hospital provided $8,626,159 in Community Benefit, including financial assistance at cost, unpaid costs of Medicaid and other public programs, and a range of diverse programs designed to enhance access and improve community health. Schedule H, Part VI, Line 6 Affiliated health care system Headquartered in Springfield, Illinois, Hospital Sisters Health System (HSHS) is a highly integrated, multi-institutional health care system comprised of 15 hospitals and more than 200 physician practice sites in Illinois and Wisconsin. HSHS is sponsored by Hospital Sisters Ministries (HSM), which is a public juridic person of the Roman Catholic Church. HSHS continues the health care ministries begun by its founders, the Hospital Sisters of St. Francis, more than 140 years ago, in rural and midsized communities throughout Illinois and Wisconsin. HSHS provides compassionate, holistic, high quality, and cost-effective health care through its acute care hospitals, physician practices, home health programs, palliative and hospice programs, and community outreach services. In addition, HSHS affiliated hospitals include critical access facilities that offer essential health services that otherwise would not be available in many communities. Our mission calls us to reveal and embody Christ's healing love for all people, and we extend our high quality Franciscan health care ministry beyond the walls of our hospitals by providing community health improvement services with special emphasis on the poor and vulnerable. In addition to providing community health improvement services to the broader community, HSHS cares for everyone who comes to its facilities, regardless of their ability to pay. In tandem with a variety of cross sector community partners, HSHS's Community Benefit initiatives are strategically planned and professionally implemented to improve access to health care services; enhance the health of the community; advance medical or general health care knowledge; and relieve or reduce the burden of government to improve health. The COVID-19 pandemic caused an unprecedented disruption in healthcare services across the United States. HSHS responded with services that benefited our communities, including free telehealth screenings, free testing, and coordination with other healthcare providers in the communities we serve to best ensure access to needed care. In FY2023, HSHS collectively provided $222.3 million in Community Benefit (8.2% of total hospital expenses). Of the total Community Benefit provided, HSHS spent $5.8 million provided for Financial Assistance (aka Charity Care) and $146.3 million for unreimbursed care provided as part of the Medicaid program. In addition, HSHS hospitals committed significant resources to treat Medicare patients. The cost of providing services to primarily elderly beneficiaries of the Medicare program - in excess of governmental and managed care contract payments - was $304.5 million. HSHS hospitals also recorded $74.3 million in uncollectible accounts. While HSHS does not count the latter two amounts as Community Benefit, they nonetheless reflect our commitment to serving all persons in need of care. In addition to the dollars invested in our Community Benefit programs, HSHS continues to reinvest any surplus revenue from operations and investments into new medical technology, facility infrastructure and health care services in our communities. By doing so, we ensure our ability to meet the ongoing demand for high quality, efficient and easily accessible health care. Schedule H, Part VI, Line 7 State filing of community benefit report WI X X X X X false true false false false false false false false ANDREW J BAGNALL Wisconsin PRESIDENT & Division CEO - Wisconsin (UNTIL 11/1/22) 0 416871 0 146870 0 279148 0 5318 0 27417 0 875624 0 134905 JOHN WAGNER CEO/PRESIDENT - SJCF 286504 0 80804 0 29084 0 67058 0 32464 0 495914 0 0 0 Andy Barth Board Member/ SHEC President (UNTIL 10/14/22) 0 279589 0 62804 0 21243 0 0 0 28567 0 392203 0 0 PATRICIA ALLEN DIVISION CFO - WISCONSIN 0 414598 0 44684 0 81818 0 126563 0 27833 0 695496 0 0 TODD Smart Treasurer 0 267686 0 38335 0 23548 0 45254 0 36008 0 410831 0 0 RHONDA ADLER PHARMACIST 208403 0 3432 0 645 0 4637 0 13363 0 230480 0 0 0 SARA JORGENSON PHARMACIST 180077 0 3432 0 390 0 0 0 13403 0 197302 0 0 0 KRAIG KRAFT Pharmacist 167326 0 0 0 180 0 1954 0 18671 0 188131 0 0 0 Peter Pokrzywinski Pharmacist 166009 0 2870 0 0 0 6013 0 975 0 175867 0 0 0 Beth Stokka MANAGER - PHARMACY 167564 0 3349 0 0 0 4064 0 12241 0 187218 0 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation PLEASE SEE RESPONSE TO FORM 990, PART VI, LINE 15A IN SCHEDULE O. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan HSHS EXECUTIVES ELIGIBLE TO PARTICIPATE IN SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) ARE DEFINED IN THE SERP PLAN DOCUMENTS. THE SERP WAS ESTABLISHED TO PROVIDE ADDITIONAL RETIREMENT BENEFITS TO ENSURE REASONABLE MARKET COMPETITIVE BENEFITS IN ACCORDANCE WITH THE HSHS EXECUTIVE COMPENSATION PHILOSOPHY ESTABLISHED BY THE HSHS COMPENSATION COMMITTEE. THE PLAN PROVIDES A DEFINED RETIREMENT CONTRIBUTION TO PARTICIPANTS COMMENCING ON JANUARY 1, 2008, EQUAL TO A PERCENTAGE OF COMPENSATION AS DEFINED IN THE SERP PLAN DOCUENTS FOR THE PLAN YEAR. PARTICIPANTS CONSTRUCTIVELY RECEIVE A DISTRIBUTION FROM THE PLAN NO LATER THAN MARCH 15TH OF THE CALENDAR YEAR FOLLOWING THE CALENDAR YEAR IN WHICH AN AMOUNT IS VESTED AND TAXABLE PURSUANT TO A VESTING SCHEDULE AS SPECIFIED IN THE PLAN DOCUMENT. THE ACTUAL DISTRIBUTION OF THE VESTED BENEFIT UNDER THE PLAN IS PAID IN A SINGLE LUMP SUM TO THE PARTICIPANT OR THE PARTICIPANT'S BENEFICIARY UPON THE EARLIER OF THE PARTICIPANT'S TERMINATION OF EMPLOYMENT, DEATH, OR TOTAL AND PERMANENT DISABILITY. THE FOLLOWING INTERESTED PERSONS CONSTRUCTIVELY RECEIVED DEFERRALS TO THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2022 THESE DEFERRALS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). Patricia Allen -- $37,240 Todd Smart -- $25,135 John Wagner -- $34,987 THE FOLLOWING INTERESTED PERSONS RECEIVED DISTRIBUTIONS FROM THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2022 THESE PAYMENTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III) AND SCHEDULE J, PART II, COLUMN (F), AS APPLICABLE. Andy Bagnall -- $134,905 Form 990, Part III, Line 4d Description of other program services (Expenses $ 15,362,987 including grants of $)(Revenue $ 23,302,574) Other Program Services Other program services at St. Joseph Hospital are comprised of Radiology, Wound Care, Pharmacy, Laboratory, Respiratory Therapy, Rehabilitation, Drug/Alcohol Abuse Services, and other services. Form 990, Part IV, Line 24a TAX EXEMPT BONDS ST JOSEPHS HOSPITAL HOLDS A LIABILITY ON ITS BOOKS FOR TAX-EXEMPT BONDS, WHICH IS AN ALLOCATION FROM ITS SOLE CORPORATE MEMBER, HOSPITAL SISTERS SERVICES, INC. AS A RESULT, THIS QUESTION WAS ANSWERED NO, AND SCHEDULE K WILL BE COMPLETED ON THE HOSPITAL SISTERS SERVICES, INC. FORM 990. Form 990, Part V, Line 1a NUMBER REPORTED IN BOX 3 OF FORM 1096 THE FORM 1096, ANNUAL SUMMARY AND TRANSMITTAL OF U.S. INFORMATION RETURN IS FILED BY THE ORGANIZATION'S PARENT, HOSPITAL SISTERS HEALTH SYSTEM (HSHS) ON THE ORGANIZATION'S BEHALF TO TRANSMIT TO THE IRS FORMS 1099, 1098, 5498, AND W-2G. THE ORGANIZATION IS UNABLE TO DETERMINE THE NUMBER OF FORMS 1099, 1098, 5498 AND W-2G FILED BY HSHS, ON THEIR BEHALF. HOWEVER, AS THE PARENT ORGANIZATION, HSHS ENSURES THAT THE FILING ORGANIZATION COMPLIES WITH ALL INFORMATION RETURN REPORTING REQUIREMENTS AND BACKUP WITHHOLDING RULES FOR REPORTABLE PAYMENTS TO VENDORS AND REPORTABLE GAMING WINNINGS TO PRIZE WINNERS, AS APPLICABLE. Form 990, Part VI, Line 13 WHISTLEBLOWER POLICY PROVISIONS WITHIN THE CORPORATE COMPLIANCE PROGRAM AND CONFLICT OF INTEREST POLICY PROVIDE PROTECTIONS FOR WHISTLEBLOWER TYPE ACTIVITIES. Form 990, Part VI, Line 16b JOINT VENTURES HOSPITAL SISTERS HEALTH SYSTEM ADOPTED A JOINT VENTURE COMPLIANCE PROGRAM POLICY EFFECTIVE ON JANUARY 1, 2012 FOR ALL SYSTEM HOSPITALS, INCLUDING ST. JOSEPH'S HOSPITAL. THE OVERALL PURPOSE OF THE POLICY IS TO PROVIDE PRACTICAL GUIDELINES FOR ETHICAL BUSINESS CONDUCT, TO ACHIEVE COMPLIANCE, AND TO DETECT AND PREVENT VIOLATIONS OF APPLICABLE LAWS. THE POLICY REQUIRES ST. JOSEPH'S HOSPITAL, AND ALL HSHS HOSPITALS, TO EVALUATE THEIR PARTICIPATION IN JOINT VENTURE ARRANGEMENTS, INCLUDING UNDER APPLICABLE FEDERAL TAX LAWS, AND TO SAFEGUARD ST. JOSEPH'S HOSPITAL'S TAX EXEMPT STATUS WITH RESPECT TO ANY JOINT VENTURE ARRANGEMENTS. Form 990, Part VI, Line 1a GOVERNING BODY DELEGATED BROAD AUTHORITY TO AN EXECUTIVE COMMITTEE PER ARTICLE 5.5 OF THE ORGANIZATION'S BY-LAWS, THE GOVERNING BODY DELEGATES BROAD AUTHORITY TO AN EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL BE VESTED WITH AND MAY IN ITS DISCRETION EXERCISE THE FULL POWERS, DUTIES, RESPONSIBILITIES, AND AUTHORITY OF THE BOARD EXCEPT WHERE PROHIBITED BY LAW AND SUBJECT TO ANY LIMITATIONS IMPOSED BY THE BYLAWS OR THE BOARD OF DIRECTORS. AS PROVIDED IN THE BY-LAWS, THE EXECUTIVE COMMITTEE SHALL CONSIST OF FIVE TO SIX MEMBERS, INCLUDING THE CHAIRPERSON OF THE BOARD, THE VICE CHAIRPERSON, THE PRESIDENT AND OTHER MEMBERS SELECTED FROM AMONG THE DIRECTORS BY THE BOARD. Form 990, Part VI, Line 4 Significant changes to organizational documents The bylaws were amended with the following significant changes: 1. The member gained one additional reserved power to approve material actions with respect to employee retirement plans sponsored by the Corporation or any Affiliate. 2. The member only fills President vacancies, removing the ability to fill Secretary and Treasurer vacancies. 3. The Division President no longer serves on the board of directors. Form 990, Part VI, Line 6 Classes of members or stockholders THE SOLE CORPORATE MEMBER OF ST. JOSEPH'S HOSPITAL CHIPPEWA FALLS (THE CORPORATION) IS HOSPITAL SISTERS SERVICES, INC. ("HSSI"), AN ILLINOIS NOT FOR PROFIT CORPORATION EXEMPT FROM FEDERAL TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body PURSUANT TO SECTION 2.3 OF THE CORPORATION'S BYLAWS, THE ORGANIZATION'S MEMBER, HOSPITAL SISTERS SERVICES, INC. ("HSSI"), AN ILLINOIS NOT FOR PROFIT CORPORATION EXEMPT FROM FEDERAL TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, HAS THE RIGHT TO APPOINT AND REMOVE THE CORPORATION'S BOARD OF DIRECTORS, CHAIRPERSON OF THE BOARD AND PRESIDENT. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders RESPONSIBILITY FOR THE POLICY AND OPERATIONS OF ST. JOSEPH'S HOSPITAL CHIPPEWA FALLS (THE "CORPORATION") IS VESTED IN ITS BOARD OF DIRECTORS, EXCEPT WITH RESPECT TO SPECIFIC POWERS RESERVED IN THE CORPORATION'S BYLAWS TO THE CORPORATION'S MEMBER, HOSPITAL SISTERS SERVICES, INC. ("HSSI"), AN ILLINOIS NOT FOR PROFIT CORPORATION EXEMPT FROM FEDERAL TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE MEMBER OF HSSI IS HOSPITAL SISTERS HEALTH SYSTEM ("HSHS"), AN ILLINOIS NOT FOR PROFIT CORPORATION EXEMPT FROM FEDERAL TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE GOVERNANCE AND OPERATIONS OF THE CORPORATION ARE SUBJECT TO HSSI'S RIGHT TO EXERCISE THESE RESERVED POWERS WITH RESPECT TO THE CORPORATION AND ORGANIZATIONS OF WHICH THE CORPORATION IS EITHER, DIRECTLY OR INDIRECTLY, A CONTROLLING MEMBER OR A CONTROLLING SHAREHOLDER ("AFFILIATES"). HSSI'S RIGHT TO EXERCISE CERTAIN OF THESE RESERVED POWERS IS, IN TURN, SUBJECT TO THE APPROVAL OF HSHS AND HSHS' MEMBERS. THE RESERVED POWERS INCLUDE ALL RIGHTS GRANTED TO HSSI BY LAW, AND THE RIGHT TO: (A) ADOPT, APPROVE AMENDMENTS TO, OR AMEND ANY STATEMENT OF PHILOSOPHY, MISSION, MISSION INTEGRATION OR VALUES, OR ANY NAME, LOGO, OR MARK OF THE CORPORATION OR OF ANY AFFILIATE; (B) ADOPT, APPROVE AMENDMENTS TO, OR AMEND THE ARTICLES OF INCORPORATION OF THE CORPORATION OR OF ANY AFFILIATE; (C) ADOPT, APPROVE AMENDMENTS TO, OR AMEND THE BYLAWS OF THE CORPORATION OR OF ANY AFFILIATE; (D) APPOINT AND REMOVE THE BOARD OF DIRECTORS, ANY ONE OR MORE OF THE DIRECTORS OF THE CORPORATION OR OF ANY AFFILIATE, AND THE PRESIDENT OF THE CORPORATION OR OF ANY AFFILIATE; (E) APPROVE THE RECOMMENDATION OF THE BOARD OF DIRECTORS TO APPOINT OR REMOVE THE BOARD OF DIRECTORS, ANY ONE OR MORE DIRECTORS OF THE CORPORATION OR OF ANY AFFILIATE, OR THE CHAIRPERSON AND PRESIDENT OF THE CORPORATION OR OF ANY AFFILIATE. (F) WITH RESPECT TO THE CORPORATION OR ANY AFFILIATE, APPROVE THE PURCHASE, SALE, ALIENATION, EXCHANGE, LEASE, OR ENCUMBRANCE OF ANY REAL PROPERTY OF THE CORPORATION OR OF ANY AFFILIATE, WHICH PROPERTY HAS A VALUE IN EXCESS OF LIMITS SET FROM TIME TO TIME BY HSSI; (G) APPROVE DEBT INCURRED BY THE CORPORATION OR ANY AFFILIATE IN AN AMOUNT IN EXCESS OF LIMITS SET FROM TIME TO TIME BY THE MEMBER. (H) APPROVE THE OPERATING AND CAPITAL BUDGETS OF THE CORPORATION OR OF ANY AFFILIATE, AND ANY DEVIATIONS BY THE CORPORATION OR OF ANY AFFILIATE FROM SUCH BUDGETS IN AN AMOUNT OR PERCENTAGE SPECIFIED BY HSSI FROM TIME TO TIME; (I)APPROVE THE STRATEGIC PLAN AND ANNUAL GOALS OF THE CORPORATION OR OF ANY AFFILIATE; (J) APPROVE THE SALE OF SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION OR OF ANY AFFILIATE; (K) APPROVE THE MERGER OR DISSOLUTION OF THE CORPORATION OR OF ANY AFFILIATE; (L) ADOPT OR AMEND THE PLAN FOR MINISTRY EDUCATION AND GOVERNANCE FOR THE CORPORATION AND ITS AFFILIATES; (M) APPROVE THE CORPORATION'S MISSION ACCOUNTABILITY REPORTS AND THOSE OF ANY AFFILIATE; (N) APPROVE THE FINANCIAL POLICIES AND PROCEDURES OF THE CORPORATION OR OF ANY AFFILIATE, AND APPROVE ANY DEVIATIONS FROM SUCH POLICIES AND PROCEDURES BY THE CORPORATION OR ANY AFFILIATE; AND (O) ADOPT POLICIES TO IMPLEMENT THE RESERVED POWERS OF HSSI. Form 990, Part VI, Line 11b Review of form 990 by governing body THE HOSPITAL EMPLOYS CROWE LLP TO ASSIST IN THE OVERALL PREPARATION, REVIEW AND ELECTRONIC SUBMISSION OF ITS FORM 990. CROWE LLP PROVIDES GUIDANCE IN IDENTIFYING CRITICAL ERRORS IN THE RETURN SUBMISSION, AND FEEDBACK ON QUANTITATIVE AND QUALITATIVE RESPONSES. ADDITIONALLY, THE HOSPITAL CFO PERFORMS A THOROUGH REVIEW OF THE RETURN AND REVIEWS IT WITH THE HOSPITAL CEO AND/OR SENIOR LEADERS BEFORE PRESENTING IT IN ITS ENTIRETY TO THE HOSPITAL BOARD FOR QUESTIONING AND REVIEW PRIOR TO THE RETURN'S SIGNING AND SUBMISSION TO THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy THE ORGANIZATION IS SUBJECT TO THE CORPORATE COMPLIANCE PROGRAM AND CONFLICT OF INTEREST POLICY ("POLICY") OF HOSPITAL SISTERS HEALTH SYSTEM, AN ILLINOIS NOT FOR PROFIT CORPORATION EXEMPT FROM FEDERAL TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. A REVISED CORPORATE COMPLIANCE PROGRAM AND CONFLICT OF INTEREST POLICY HAVE BEEN IMPLEMENTED SINCE JANUARY 2009 TO MANAGE CONFLICTS OF INTEREST USING A SYSTEM-WIDE PROTOCOL FOR DISCLOSURE STATEMENTS. IN ACCORDANCE WITH THE ORGANIZATON'S CONFLICT OF INTEREST POLICY, ALL COVERED PERSONS HAVE A DUTY TO COMPLY WITH THE CONFLICT OF INTEREST POLICY FOR ANY CONTRACT, TRANSACTION, RELATIONSHIP, OR ACTIVITY CONTEMPLATED, ENTERED INTO, OR CONDUCTED AT HSHS OR ITS AFFILIATES. THE POLICY DEFINES COVERED PERSONS AS BOARD MEMBERS, BOARD COMMITTEE MEMBERS, OFFICERS, BOARD DESIGNEES, SENIOR MANAGEMENT, MEMBERS OF ANY COMMITTEE THAT OVERSEES THE APPROVAL OF PHARMACEUTICALS AND MEDICAL DEVICES, AND ANY OTHER INDIVIDUAL WHO HOLDS A POSITION OF TRUST. ON AN ANNUAL BASIS, HSHS DISCLOSES A COPY OF THE CONFLICT OF INTEREST POLICY (AND ALL CORRESPONDING PROCEDURES, GUIDELINES, FORMS AND TOOLS) TO ALL COVERED PERSONS, AND ADVISES ALL COVERED PERSONS IN WRITING OF ANY SUBSTANTIVE CHANGES TO THIS POLICY AND SUCH RELATED MATERIALS. COVERED PERSONS ARE REQUIRED TO REVIEW AND COMPLETE THE CORRESPONDING CONFLICT OF INTEREST STATEMENT. THE SYSTEM OFFICE VICE PRESIDENT - SYSTEM RESPONSIBILITY, VICE PRESIDENT - RISK & COMPLIANCE OR MEMBERS OF THE AUDIT AND INTEGRITY COMMITTEE ("COMMITTEE") ARE AVAILABLE TO ANSWER ANY QUESTIONS A COVERED PERSON MAY HAVE. IN ADDITION, IF AT ANY TIME AFTER SUBMITTING AN ANNUAL CONFLICT OF INTEREST STATEMENT, A COVERED PERSON BECOMES AWARE OF AN INTEREST THAT HE OR SHE WOULD HAVE HAD TO DISCLOSE AT THE ANNUAL INTERVAL, THE COVERED PERSON IS REQUIRED PROMPTLY TO DISCLOSE THE INTEREST TO THE COMMITTEE USING THE HSHS CONFLICT OF INTEREST DISCLOSURE STATEMENT. COMPLETED CONFLICT OF INTEREST STATEMENTS ARE SUBMITTED TO THE COMMITTEE, WHICH IS RESPONSIBLE FOR IDENTIFYING, ASSESSING, AND MANAGING CONFLICTS OF INTEREST THAT ARISE IN THE COURSE OF CONDUCTING THE AFFAIRS OF HSHS AND ITS AFFILIATES. IF THE COMMITTEE DETERMINES THAT A CONFLICT OF INTEREST EXISTS, THE CONFLICT OF INTEREST POLICY REQUIRES HSHS NOT TO ENGAGE IN, OR ENTER INTO, A PROPOSED CONTRACT, TRANSACTION, RELATIONSHIP, ARRANGEMENT, OR ACTIVITY UNLESS THE COMMITTEE OR, WHERE NECESSARY, THE BOARD OF DIRECTORS (ACTING THROUGH ITS DISINTERESTED MEMBERS), HAS INVESTIGATED ALTERNATIVES TO THE PROPOSED CONTRACT, TRANSACTION, RELATIONSHIP, ARRANGEMENT, OR ACTIVITY AND, IN THE ABSENCE OF ALTERNATIVES THAT ARE IN THE BEST INTERESTS OF HSHS, HAS DETERMINED: 1. THAT, REGARDLESS OF WHETHER THE COVERED PERSON PARTICIPATES IN THE IMPLEMENTATION OF THE PROPOSED CONTRACT, TRANSACTION, RELATIONSHIP, ARRANGEMENT, OR ACTIVITY; 2. THE CONTRACT, TRANSACTION, ARRANGEMENT, OR ACTIVITY IS IN THE BEST INTERESTS OF HSHS; 3. THE CONTRACT, TRANSACTION, ARRANGEMENT, OR ACTIVITY IS FAIR AND REASONABLE FROM THE PERSPECTIVE OF HSHS; AND 4. HSHS CANNOT OBTAIN A MORE ADVANTAGEOUS CONTRACT, TRANSACTION, ARRANGEMENT, OR ACTIVITY WITH REASONABLE EFFORTS UNDER THE CIRCUMSTANCES. IN DETERMINING WHETHER A CONTRACT, TRANSACTION OR ARRANGEMENT IS FAIR AND REASONABLE TO HSHS, THE COMMITTEE SHALL CONSIDER, WHERE APPLICABLE: 1. APPRAISALS OR OTHER INDEPENDENT VALUATIONS OF THE FAIR MARKET VALUE OF THE CONTRACT, TRANSACTION, OR ARRANGEMENT; 2. INFORMATION REGARDING COMPARABLE CONTRACTS, TRANSACTIONS, OR ARRANGEMENTS BETWEEN UNRELATED PARTIES; 3. OFFERS FROM COMPARABLE COMPETING ENTITIES; AND/OR 4. STUDIES OF COMPARABLE COMPENSATION ARRANGEMENTS. IN ANY CASE IN WHICH THE COMMITTEE FINDS, AFTER TAKING THE STEPS DESCRIBED ABOVE, THAT HSHS SHOULD PARTICIPATE IN A PROPOSED TRANSACTION OR ARRANGEMENT DESPITE THE EXISTENCE OF A CONFLICT OF INTEREST, THE COMMITTEE SHALL DEVELOP, IMPLEMENT, MONITOR, AND ENFORCE COMPLIANCE WITH, A CONFLICT MANAGEMENT PLAN FOR MANAGING THE CONFLICT OF INTEREST AS IT CONSIDERS NECESSARY FOR SUCH FINDINGS TO REMAIN VALID THROUGHOUT THE LIFE OF THE CONTRACT, TRANSACTION, RELATIONSHIP, ARRANGEMENT, OR ACTIVITY. ALL CONFLICT MANAGEMENT PLANS SHALL: 1. STATE THAT THE COMMITTEE WILL OVERSEE, MONITOR, AND ENFORCE COMPLIANCE WITH THE PLAN THROUGHOUT THE COURSE OF THE STUDY, AND SPECIFY MEANS FOR DOING SO, INCLUDING, WITHOUT LIMITATION, THAT THE APPROPRIATE INDIVIDUALS MUST PROVIDE THE COMMITTEE WITH WRITTEN REPORTS PERTAINING TO COMPLIANCE WITH THE CONFLICT MANAGEMENT PLAN, THAT THE COMMITTEE SHALL HAVE THE RIGHT TO AUDIT THE STUDY FOR SUCH COMPLIANCE, AND THE RIGHT TO IMPOSE SANCTIONS FOR NON-COMPLIANCE; 2. STATE THAT THE PLAN MUST BE SHARED WITH COVERED PERSON WHOSE INTERESTS IT WAS DEVELOPED TO MANAGE; 3. STATE THAT THE PLAN MUST BE SHARED WITH, AND PERIODIC REPORTS ON COMPLIANCE WITH THE PLAN MUST BE PROVIDED TO, THE BOARD, SENIOR MANAGEMENT, AND/OR GOVERNMENT AGENCIES; AND 4. PROVIDE FOR SUCH OTHER MANAGEMENT STEPS AND MECHANISMS THE COMMITTEE CONSIDERS NECESSARY AND APPROPRIATE. IN ADDITION TO THE COMMITTEE, THE SYSTEM OFFICE VICE PRESIDENTS OF SYSTEM RESPONSIBILITY AND RISK & COMPLIANCE MAY RETAIN SUCH INDEPENDENT ADVISORS OR EXPERTS AS DEEMED NECESSARY TO ASSIST IN MAKING ITS DETERMINATIONS AND DECISIONS. IF THE COMMITTEE DETERMINES THAT THE CONTEMPLATED TRANSACTION, RELATIONSHIP, ARRANGEMENT, OR ACTIVITY CANNOT PROCEED DUE TO A CONFLICT OF INTEREST, THE COMMITTEE SHALL INFORM THE APPLICABLE COVERED PERSON OR DECISION-MAKING BODY OF SUCH DETERMINATION WITHIN ONE WEEK OF THE COMMITTEE MEETING AT WHICH THE CONTEMPLATED TRANSACTION WAS DISCUSSED. THE COMMITTEE SHALL DOCUMENT ITS REJECTION OF THE CONTEMPLATED TRANSACTION IN THE COMMITTEE'S MEETING MINUTES. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE COMPENSATION COMMITTEE (COMMITTEE) IS COMPRISED OF INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS. THE COMMITTEE DEVELOPS A COMPENSATION PHILOSOPHY FOR THE SYSTEM AND ALL AFFILIATES. THE COMMITTEE SELECTS AND HIRES THE INDEPENDENT COMPENSATION CONSULTANT TO DEVELOP COMPARABILITY DATA AND ADVISE THE COMMITTEE DURING ITS DELIBERATIONS REGARDING ALL ELEMENTS OF TOTAL COMPENSATION FOR ALL HSHS EXECUTIVES, (the top management official, other officers and key employees). SULLIVAN COTTER, THE CONSULTANTS UTILIZED BY THE COMMITTEE, USE DATA FROM MULTIPLE TAX-EXEMPT PEER GROUP SOURCES TO DETERMINE SALARY RANGES, INCENTIVE OPPORTUNITY RANGES AND BENEFITS FOR THE HSHS executives. SULLIVAN COTTER THEN ASSISTS THE COMMITTEE IN PREPARING CONTEMPORANEOUS DOCUMENTATION OF ALL ACTIONS. EACH COMMITTEE MEETING IS CONDUCTED WITH THE INTENT TO CREATE A REBUTTABLE PRESUMPTION OF REASONABLENESS FOR ALL ELEMENTS OF EXECUTIVE TOTAL COMPENSATION. THE CHAIRMAN MAKES THIS DECLARATION AND ALSO INQUIRES IF THERE ARE ANY CONFLICTS OF INTEREST BY ANY ATTENDEES. ANY CONFLICTS ARE DISCLOSED AND THE COMMITTEE THEN ACTS IN A MANNER TO AVOID ANY CONFLICTED INDIVIDUAL PARTICIPATING IN ANY MANNER WHERE A CONFLICT MIGHT EXIST. AT THE END OF THE MEETING, THE COMMITTEE PREPARES CONTEMPORANEOUS MINUTES THAT RECORD ALL ACTIONS TAKEN DURING THE MEETING. Form 990, Part VI, Line 15b Process to establish compensation of other employees PLEASE SEE RESPONSE TO FORM 990, PART VI, LINE 15A. Form 990, Part VI, Line 19 Required documents available to the public BOARD-APPROVED FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE GENERAL PUBLIC AT THIS TIME. Form 990, Part IX, Line 11g Other Fees Professional Fees - Total Expense: 4121265, Program Service Expense: 3609657, Management and General Expenses: 511608, Fundraising Expenses: ; Purchased Service Fee - HR - Total Expense: 1675620, Program Service Expense: , Management and General Expenses: 1675620, Fundraising Expenses: ; Form 990, Part X, Line 11 POOLED INVESTMENT ACCOUNT ST. JOSEPH'S HOSPITAL'S CASH RESERVES ARE INVESTED IN A POOLED INVESTMENT ACCOUNT. PARTICIPATION IN THE POOLED FUND IS LIMITED TO THE 501(C)(3) HOSPITALS AND RELATED HEALTH SERVICES ORGANIZATIONS SPONSORED BY THE HOSPITAL SISTERS HEALTH SYSTEM. THE POOLED ACCOUNT CONSISTS OF CASH, AND EQUITY AND DEBT SECURITIES THAT ARE PUBLICLY TRADED. IN ACCORDANCE WITH THE PROVISIONS OF SFAS NO. 124 "ACCOUNTING FOR CERTAIN INVESTMENTS HELD BY NOT-FOR-PROFIT ORGANIZATIONS," INVESTMENTS IN EQUITY SECURITIES WITH READILY DETERMINABLE VALUES, AND ALL INVESTMENTS IN DEBT SECURITIES, ARE REPORTED AT FAIR VALUE ON THE BALANCE SHEET. INCOME, REALIZED AND UNREALIZED GAINS AND LOSSES ARE POOLED AND ALLOCATED TO THE PARTICIPANTS. INDIVIDUAL COMPONENTS OF ASSETS AND REVENUE ARE NOT IDENTIFIED TO THE PARTICIPANTS. Form 990, Part XI, Line 9 Other changes in net assets or fund balances Transfer to Affiliates - -397805; CHANGE IN NET PERIODIC PENSION COSTS - NET OF SERVICE COSTS - 4045869; CHANGE IN FAIR VALUE OF THE INTEREST RATE SWAPS - 546158; KIARA CLINICAL INTEGRATION NETWORK LLC 4936 LAVERNA ROAD SPRINGFIELD IL 62707 261417684 HEALTHCARE IL -105950 447864 HSSI PHYSICIAN CLINICAL INTEGRATION NETWORK LLC 4936 LAVERNA ROAD SPRINGFIELD IL 62707 371668647 HEALTHCARE IL 554315 15980466 KCIN HSHS ACO LLC 4936 LAVERNA ROAD SPRINGFIELD IL 62707 320465666 HEALTHCARE & SOCIAL ASSISTANCE IL 1805698 3189003 KCIN HOSPITAL SISTERS HEALTH SYSTEM 4936 LAVERNA ROAD SPRINGFIELD IL 62707 371058692 HEALTHCARE IL 501(c)(3) Type III-FI NA false HOSPITAL SISTERS HEALTHCARE-WEST INC 2661 COUNTY HIGHWAY 1 CHIPPEWA FALLS WI 54729 510157933 HEALTHCARE WI 501(c)(3) Type I HSSI true HOSPITAL SISTERS MISSION OUTREACH CORPORATION 4936 LAVERNA ROAD SPRINGFIELD IL 62707 352271729 RECYCLING MEDICAL SUPPLIES IL 501(c)(3) HSHS true HOSPITAL SISTERS OF ST FRANCIS FOUNDATION INC 4936 LAVERNA ROAD SPRINGFIELD IL 62707 371186514 HEALTHCARE IL 501(c)(3) 7 HSHS true HOSPITAL SISTERS SERVICES INC 4936 LAVERNA ROAD SPRINGFIELD IL 62707 371163402 HEALTHCARE IL 501(c)(3) Type III-FI HSHS true HSHS GOOD SHEPHERD HOSPITAL INC 200 SOUTH CEDAR STREET SHELBYVILLE IL 62565 370512290 HEALTHCARE IL 501(c)(3) 3 HSSI true HSHS HOLY FAMILY HOSPITAL 200 HEALTHCARE DRIVE GREENVILLE IL 62246 370792770 HEALTHCARE IL 501(c)(3) 3 HSSI true HSHS MEDICAL GROUP INC 3051 HOLLIS DRIVE SPRINGFIELD IL 62704 263956318 HEALTHCARE IL 501(c)(3) Type III-FI HSSI true HSHS WISCONSIN MEDICAL GROUP INC 3051 HOLLIS DRIVE SPRINGFIELD IL 62704 264515959 HEALTHCARE WI 501(c)(3) Type III-FI HSSI true ORANGE CROSS AMBULANCE INC 919 ASHLAND AVENUE SHEBOYGAN WI 53081 391860942 HEALTHCARE WI 501(c)(3) 10 ST NICHOLAS true PRAIRIE CARDIOVASCULAR CONSULTANTS LTD 3051 HOLLIS DRIVE SPRINGFIELD IL 62704 371071858 HEALTHCARE IL 501(c)(3) 10 HSSI true PRAIRIE EDUCATION & RESEARCH COOPERATIVE 800 E CARPENTER STREET 62 SPRINGFIELD IL 62769 371157915 HEALTHCARE IL 501(c)(3) 4 HSSI true SACRED HEART HOSPITAL OF HOSPITAL SISTERS OF THIRD ORDER OF ST FRANCIS 990 WEST CLAIREMONT AVENUE EAU CLAIRE WI 54701 390807060 HEALTHCARE WI 501(c)(3) 3 HSSI true SHELBY MEMORIAL HOSPITAL EMPLOYEE BENEFIT TRUST 200 SOUTH CEDAR STREET SHELBYVILLE IL 62565 371778753 TRUST IL 501(a) HSSI true SOUTHERN ILLINOIS CARDIOVASCULAR SERVICE INC ONE ST ELIZABETHS BLVD OFALLON IL 62269 371276333 HEALTHCARE IL 501(c)(3) 3 ST ELIZABETH'S HOSPITAL false ST ANTHONY'S MEMORIAL HOSPITAL OF THE HOSPITAL SISTERS OF THE THIRD ORDER O F ST FRANCIS 503 N MAPLE STREET EFFINGHAM IL 62401 370661233 HEALTHCARE IL 501(c)(3) 3 HSSI true ST FRANCIS HOSPITAL SISTERS OF THE THIRD ORDER OF ST FRANCIS 1215 FRANCISCAN DRIVE LITCHFIELD IL 62056 370661236 HEALTHCARE IL 501(c)(3) 3 HSSI true ST JOSEPH'S HOSPITAL OF THE HOSPITAL SISTERS OF THE THIRD ORDER OF ST FRANC IS 9515 HOLY CROSS LANE BREESE IL 62230 371208459 HEALTHCARE IL 501(c)(3) 3 HSSI true ST JOSEPH'S HOSPITAL OF THE HOSPITAL SISTERS OF THE THIRD ORDER OF ST FRANC IS 12866 TROXLER AVENUE HIGHLAND IL 62249 370663568 HEALTHCARE IL 501(c)(3) 3 HSSI true ST MARY'S HOSPITAL MEDICAL CENTER OF GREEN BAY INC - 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Schedule R, Part VII Related Organizations DUE TO THE INCREASINGLY COMPLEX ORGANIZATION STRUCTURE OF HOSPITAL SISTERS HEALTH SYSTEM AND AFFILIATES, THE FILING ORGANIZATION HAS ELECTED TO REPORT ALL ORGANIZATIONS WITHIN HOSPITAL SISTERS HEALTH SYSTEM AS RELATED, REGARDLESS OF OWNERSHIP INTEREST OR "CONTROL" AS DEFINED BY THE INSTRUCTIONS TO SCHEDULE R. THE INTENT OF THIS REPORTING IS TO PROMOTE TRANSPARENCY AND INCREASE CONSISTENCY ACROSS THE NUMEROUS FORM 990 SUBMISSIONS BY HOSPITAL SISTERS HEALTH SYSTEM AND AFFILIATES.