2024-11-13T20:08:19-06:00 2023-12-31 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2023-01-01 940760193 COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA COMM 8316254900 PO BOX HH MONTEREY CA 93942 MATTHEW MORGAN VP/CFO 8316254900 2024-11-12 1 1 LESLIE VAN P01294411 4159561500 2024-11-12 2023 2024-10-15 13:58:12Z STEVEN PACKER PO BOX HH MONTEREY CA 93942 1002153617 0 X WWW.CHOMP.ORG X 1928 CA IMPROVING LIVES BY DELIVERING EXCEPTIONAL CARE AND INSPIRING THE PURSUIT OF OPTIMAL HEALTH. 14 11 3132 367 3859470 255988 11462667 74748819 811747713 922659972 716213 425464 4506022 2890423 828432615 1000724678 295519753 131384262 0 0 415282802 444934175 0 0 0 306398856 357280273 1017201411 933598710 -188768796 67125968 679719353 684458147 462152442 419593917 217566911 264864230 X COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA IS DEDICATED TO IDENTIFYING AND MEETING THE CHANGING HEALTHCARE NEEDS OF THE PEOPLE OF THE MONTEREY PENINSULA AND SURROUNDING COMMUNITIES.WE ARE COMMITTED TO PROVIDING HIGH-QUALITY SERVICES AT A COMPETITIVE COST AND WITHIN A SAFE ENVIRONMENT.WE PROVIDE EDUCATIONAL AND PUBLIC-SERVICE PROGRAMS TO ENHANCE THE HEALTH OF OUR COMMUNITY AND THE COMPETENCE OF THOSE WHO PROVIDE THE SERVICE.WE CARE FOR ALL WHO COME THROUGH OUR DOORS, REGARDLESS OF ABILITY TO PAY, TO THE FULLEST EXTENT ALLOWED BY LAW AND AVAILABLE RESOURCES.THE HOSPITAL'S GUIDING PRINCIPLES ALSO EMPHASIZE COMMITMENT TO COMMUNITY SERVICE BY STRESSING COMMUNITY COLLABORATION, HOSPITAL LEADERSHIP, AND QUALITY HEALTHCARE SERVICES. OUR MISSION AND GUIDING PRINCIPLES ARE THE BASIS FOR ALL OUR COMMUNITY BENEFIT PROGRAM DECISIONS. 0 0 834550255 131384262 917721050 THE ORGANIZATION OPERATES A 258 BED LICENSED HOSPITAL PROVIDING HEALTHCARE TO THE GENERAL PUBLIC OF THE GREATER MONTEREY PENINSULA. DURING 2023, THERE WERE 14,400 ADMISSIONS; 67,237 ADULT PATIENT DAYS; 490,526 OUTPATIENT VISITS; 9,467 SURGERIES; 59,631 EMERGENCY ROOM VISITS; 48,628 HOSPICE BENEFIT DAYS; AND 1,012 BIRTHS. 834550255 1 1 0 1 0 0 1 1 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 1 1 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 696 0 1 3132 1 1 1 0 0 0 0 0 0 0 0 0 1 0 X 14 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X MATTHEW MORGAN 8316254965 PO BOX HH MONTEREY CA 93942 STEVEN PACKER PRESIDENT & CEO 35.00 20.00 X X 2188518 0 550160 MATTHEW MORGAN VP, CHIEF FINANCIAL OFFICER 35.00 20.00 X 758608 0 151303 SUSAN SWICK VP, CHIEF MENTAL HEALTH OFFICER 50.00 5.00 X 765783 0 135047 STEVEN CABRALES VP, CHIEF MEDICAL OFFICER 50.00 5.00 X 731096 0 116528 PAUL CONOCENTI VP, CHIEF INFORMATION OFFICER 45.00 10.00 X 608257 0 86710 DEBORAH SOBER VP, CHIEF NURSING OFFICER 50.00 5.00 X 586260 0 101333 LAURA ZEHM FORMER SR VP, CAO 0.00 X 614317 0 0 DANIEL CHIBAYA CP, OPERATIONS OFFICER 50.00 5.00 X 482326 0 93261 GREGORY SMORZEWSKI VP, CHIEF HUMAN RESOURCE OFFICER 45.00 10.00 X 470243 0 102574 JENNIFER BALLESTEROS RN 40.00 X 477986 0 60145 RICHARD GRAY MEDICAL DIRECTOR - TYLER HEART 40.00 X 406800 0 123749 SABINA GAUDOIN RN 40.00 X 359850 0 81500 CRISTINA M FERNANDEZ RN 40.00 X 352975 0 67606 MARTHA BLUM MD TRUSTEE 1.00 1.00 X 395084 0 13200 TAJIR ALI CHIEF TECH OFFICER 40.00 X 356220 0 45261 CASEY GROVER MD TRUSTEE 1.00 2.00 X 11869 0 0 BILL WARNER CHAIR 4.00 2.00 X X 0 0 0 RANDY CHARLES SECRETARY 3.00 4.00 X X 0 0 0 LUIS ALVAREZ TRUSTEE 1.00 1.00 X 0 0 0 PATRICK BURKE TRUSTEE 1.00 1.00 X 0 0 0 RYAN EDWARDS TRUSTEE 1.00 3.00 X 0 0 0 MIMI HAHN TRUSTEE 1.00 1.00 X 0 0 0 KIRAN KAMATH TRUSTEE 1.00 1.00 X 0 0 0 STAN MCKEE TRUSTEE 1.00 1.00 X 0 0 0 JOHN O'BRIEN TRUSTEE 1.00 2.00 X 0 0 0 CARRIE PENTTA TRUSTEE 1.00 1.00 X 0 0 0 MARGI WIEST TRUSTEE 1.00 1.00 X 0 0 0 GENE HILL TRUSTEE (THRU 12/23) 1.00 2.00 X 0 0 0 WILLIAM YOUNG TRUSTEE (THRU 12/23) 1.00 2.00 X 0 0 0 9566192 0 1728377 1304 1 1 0 MEDICAL SOLUTIONS LLC PO BOX 310737 DES MOINES IA 50331 REGISTRY NURSING 17470098 MONTEREY BAY EMERGENCY PHYSICIANS MED GR 27530 MONCREST DRIVE CARMEL CA 93923 EMERGENCY MD SERVICES 14453183 MONTEREY PENINSULA RADIOLOGIST GROUP PO BOX HH MONTEREY CA 93942 RADIOLOGY SERVICES 14220117 EMERGENCY ACUTE CARE MEDICAL GROUP 12230 WORLD TRADE DRIVE 250 SAN DIEGO CA 92128 EMERGENCY MD SERVICES 9334739 MONTEREY HOSPITALIST MEDICAL GROUP 100 WILSON ROAD SUITE 100 MONTEREY CA 93940 HOSPITALIST GROUP SERVICES 5620497 133 74748819 74748819 NET PATIENT SERVICE REVENUE 622110 905131142 905131142 OTHER OPERATING REVENUE 622110 12282921 8681017 3601904 MONTAGE WELLNESS CENTER 900099 3908891 3908891 CAFETERIA 722514 1337018 1337018 922659972 687346 687346 225008 36874 -225008 -36874 -261882 -261882 1167057 -1167057 -1167057 MISCELLANEOUS REVENUE 900099 4057480 257566 3799914 4057480 1000724678 917721050 3859470 4395339 131384262 131384262 8348160 881250 7466910 614317 64849 549468 277471647 261569014 15902633 12118695 11950149 168546 123764328 108983459 14780869 22617028 19800667 2816361 7275384 7275384 856595 856595 50613 50613 57707489 50030099 7677390 19917289 16004738 3912551 15312083 8240104 7071979 5472464 5472464 49221896 33929272 15292624 4480673 1657849 2822824 MEDICAL SUPPLIES 82241418 82203506 37912 HOSPITAL PROVIDER FEES 54868060 54868060 PHYSICIAN FEES 27906946 27774299 132647 31969363 25208678 6760685 933598710 834550255 99048455 0 22416937 16386530 20387729 15458305 106010692 118722263 3953031 2785974 51661116 15602489 1069730111 610913103 408098117 458817008 67191731 56685578 679719353 684458147 104983206 129237902 42893438 -963120 200347279 187863485 8398912 5487256 0 6000200 105529607 91968194 462152442 419593917 X 217566911 264864230 217566911 264864230 679719353 684458147 X 67125968 -19828649 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 27160 50613 77773 933520937 933598710 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 25183 121749 50613 77773 275318 250000 250000 250000 250000 1000000 1500000 25183 121749 23453 27160 197545 X X 1 2.76 0 0 0 1 1 0.00 0 1 0 5082319 X X OTHER 0 225496166 2284162 32986128 399754 8022908 252343794 266342824 -76239 -30908152 509575 9352692 225496166 216574427 344909 57059254 249390 7386376 266342824 195167697 2358157 24346118 295720 5001825 216574427 175317743 100000 32690718 5668805 202439656 0.00780 0.33520 0.65700 0 1 1 5520450 5520450 522001191 277443019 244558172 4259334 2962640 1296694 419551843 321410236 98141607 118397293 9097208 109300085 458817008 OTHER INVESTMENTS 16784052 RECEIVABLES FROM RELATED ORGANIZATIONS 30049519 BOND INDENTURE FUNDS 74321 ACCRUED INTEREST AND OTHER RECEIVABLES 4695367 ARTWORK 5082319 56685578 ACCRUED PROFESSIONAL LIABILITY 4305000 ACCRUED PENSION LIABILITY 32330690 POST-RETIREMENT HEALTH BENEFIT LIABILITY 34329843 WORKERS' COMPENSATION LIABILITY 11176656 PAYABLES TO RELATED ORGANIZATIONS 4042276 DUE TO GOVERNMENT AGENCIES 4271836 OTHER LONG-TERM LIABILITIES 1511893 91968194 X PART II, LINE 9: REPORTED ON BALANCE SHEET AS PART OF PROPERTY, PLANT AND EQUIPMENT. PART III, LINE 4: ART COLLECTIONS PROMOTE THE HEALING ENVIRONMENT OF THE HOSPITAL PART V, LINE 4: IMPROVEMENT OF PATIENT CARE, SPONSORED CARE UNDER CIRCUMSTANCES, OTHER COSTS TO IMPROVE THE AESTHETIC ENVIRONMENT, HOSPICE CARE, SCHOLARSHIPS, COMMUNITY BENEFIT GRANTS, AND EMPLOYEE WELLNESS AND INCENTIVE PROGRAMS. PART X, LINE 2: THE ORGANIZATION ASSESSES UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH THE PROVISIONS OF THE ASC 740-10, INCOME TAXESOVERALL. THE ORGANIZATION RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS IN OPERATING EXPENSES. THERE WERE NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2023 AND 2022. 1 1 X 1 X 300.000000000000 1 X 400.000000000000 1 1 0 1 1 0 0 3419183 3419183 0.00370 0 0 196008525 113741156 82267369 0.08810 0 0 37915490 20066224 17849266 0.01910 237343198 133807380 103535818 0.11090 79 137942 9116628 411982 8704646 0.00930 10 1384 1639709 1639709 0.00180 0 0 108462422 57061368 51401054 0.05510 0 0 0 0 258561 258561 0.00030 89 139326 119477320 57473350 62003970 0.06650 89 139326 356820518 191280730 165539788 0.17740 2 6200 17214 0 17214 0.00000 1 18910 624102 0 624102 0.00070 2 10287 883565 0 883565 0.00090 5 35397 1524881 1524881 0.00160 1 17478763 6991505 280576738 403162122 -122585384 X 1 1 1 1 COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA 23625 HOLMAN HIGHWAY MONTEREY CA 93940 WWW.CHOMP.ORG 070000026 X X X COMMUNITY HOSPITAL OF THE MONTEREY PENIN 1 0 0 1 X X X X X X X X X 22 1 0 0 1 X SEE SUPPLEMENTAL INFORMATION X 1 22 1 SEE SUPPLEMENTAL INFORMATION 0 1 X 300.000000000000 400.000000000000 X X X X 1 1 X X X X 1 X HTTPS://WWW.MONTAGEHEALTH.ORG/PATIENT-FAMILY-RESOURCES/FINANCIAL/ASSISTANCE X HTTPS://WWW.MONTAGEHEALTH.ORG/PATIENT-FAMILY-RESOURCES/FINANCIAL/ASSISTANCE X HTTPS://WWW.MONTAGEHEALTH.ORG/PATIENT-FAMILY-RESOURCES/FINANCIAL/ASSISTANCE X X X X X X 1 X 0 X X X X 1 X 0 0 COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA PART V, SECTION B, LINE 5: IN 2022, COMMUNITY HOSPITAL COMPLETED AN UPDATED AND COMPREHENSIVE ASSESSMENT OF OUR COMMUNITY'S UNMET HEALTHCARE NEEDS. PROFESSIONAL RESEARCH CONSULTANTS (PRC) WAS RETAINED TO CONDUCT A STATISTICALLY VALID TELEPHONE SURVEY OF 1,000 RANDOMLY SELECTED LOCAL ADULTS AS WELL AS FACILITATE GROUP DISCUSSIONS WITH PUBLIC HEALTH PROFESSIONALS FROM THE COMMUNITY. ALL OF THE DATA WAS THEN COMPILED AND BENCHMARKED AGAINST THE GOALS OF THE NATIONAL HEALTHY PEOPLE 2020 INITIATIVE SPONSORED BY THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES. COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA PART V, SECTION B, LINE 11: IN CONSIDERATION OF THE TOP HEALTH PRIORITIES IDENTIFIED THROUGH THE COMMUNITY HEALTH NEEDS ASSESSMENT AND TAKING INTO ACCOUNT HOSPITAL RESOURCES AND OVERALL ALIGNMENT WITH THE HOSPITAL'S MISSION, GOALS, AND STRATEGIC PRIORITIES CHOMP WILL FOCUS ON DEVELOPING AND/OR SUPPORTING STRATEGIES AND INITIATIVES TO ADDRESS: (I) ACCESS TO HEALTH SERVICES, (II) DIABETES, (III) MENTAL HEALTH, AND (IV) SUBSTANCE ABUSE.TO ADDRESS THE HEALTH NEED OF "ACCESS TO HEALTH SERVICES", CHOMP HAS OUTLINED 3 STRATEGIES:1) PROVIDE FUNDING SUPPORT AIMED AT IMPROVING ACCESS TO PRIMARY CARE FOR UNDERSERVED POPULATIONS. THIS INCLUDES FINANCIAL SUPPORT FOR MONTEREY COUNTY HEALTH DEPARTMENT'S MEDICAL CLINICS IN SEASIDE AND MARINA, FINANCIAL SUPPORT FOR A SCHOOL NURSE ASSIGNED TO UNDERSERVED MONTEREY PENINSULA UNIFIED SCHOOL DISTRICT SITES, AND SUPPORT FOR MOGO URGENT CARE.2) PROVIDE MEDICALLY NECESSARY HOSPITAL SERVICES FOR THOSE WHO ARE UNABLE TO PAY FOR THEM. THIS INCLUDES ASSISTANCE THROUGH THE FINANCIAL ASSISTANCE PROGRAM, WHICH INCLUDES DISCOUNTED PAYMENTS AND SPONSORED CARE (CHARITY CARE) FOR MEDICALLY NECESSARY HOSPITAL SERVICES.3) RECRUIT AND RETAIN PHYSICIANS IN SPECIALTIES WHERE A LOCAL SHORTAGE IS DEMONSTRATED. THIS INCLUDES PROVIDING FINANCIAL ASSISTANCE TO RECRUIT ADDITIONAL PHYSICIANS IN DEMONSTRATED-SHORTAGE SPECIALTIES TO PRACTICE IN THE COMMUNITY AND SUPPORT THEIR ABILITY TO ESTABLISH SUSTAINABLE PRACTICES IN THE PRIMARY SERVICE AREA AS WELL AS REQUIRING PHYSICIANS WHO RECEIVE RECRUITMENT ASSISTANCE TO ACCEPT REFERRALS FROM THE HOSPITAL FOR PATIENTS WITH ALL FORMS OF HEALTH INSURANCE ACCEPTED BY THE HOSPITAL, INCLUDING MEDICARE AND MEDI-CAL.TO ADDRESS THE HEALTH NEED TO DIABETES, CHOMP HAS OUTLINED 3 STRATEGIES:1) INCREASE AWARENESS AND IDENTIFICATION OF PREDIABETES AND DIABETES. THIS INCLUDES PROVIDING COMMUNITY OUTREACH TO BOTH THE PUBLIC AND PROVIDERS TO INCREASE AWARENESS OF THE DISEASE, DIABETES, AND PREDIABETES SCREENING RECOMMENDATIONS, AND RELATED EDUCATIONAL OPPORTUNITIES, AS WELL AS INCREASING THE AVAILABILITY OF PREDIABETES AND DIABETES SELF-ASSESSMENT TOOLS AND MEDICAL SCREENINGS. ADDITIONALLY, CHOMP WILL CONTINUE TO PARTNER WITH THE DIABETES COLLECTIVE.2) IMPROVE ACCESS TO PREDIABETES AND DIABETES EDUCATION AND PREVENTION SERVICES. TO ACCOMPLISH THIS, CHOMP WILL INCREASE UTILIZATION OF EXISTING EDUCATION AND PREVENTION SERVICES BY SUPPORTING THE REFERRAL PROCESS FROM PHYSICIANS AND OTHER MEDICAL PROVIDERS. ADDITIONALLY, THIS ENTAILS INCREASING THE AVAILABILITY OF REMOTE EDUCATION PROGRAMS.3) CONTINUE TO PROVIDE NUTRITION, PHYSICAL ACTIVITY, AND WEIGHT MANAGEMENT CURRICULUM THROUGH CHOMP'S KIDS EAT RIGHT PROGRAM.TO ADDRESS THE HEALTH NEED OF MENTAL HEALTH, CHOMP HAS OUTLINED 2 STRATEGIES:1) SUPPORT AND IMPROVE ACCESS TO CARE FOR MENTAL HEALTH SERVICES BY INCREASING THE NUMBER OF MENTAL HEALTH PRACTITIONERS IN OUTPATIENT BEHAVIORAL HEALTH SERVICES AT HARTNELL PROFESSIONAL CENTER AND/OR AVAILABLE INDIVIDUAL APPOINTMENTS. CHOMP WILL ALSO CONTINUE TO PROVIDE RELIEF THROUGH THE FINANCIAL ASSISTANCE PROGRAM FOR HOSPITAL-PROVIDED MENTAL HEALTH SERVICES.2) SUPPORT AND IMPROVE ACCESS TO CARE FOR MENTAL HEALTH SERVICES FOR CHILDREN AND ADOLESCENTS. IN COLLABORATION WITH OHANA, CHOMP WILL EXPAND THE NUMBER OF DIAGNOSTIC EVALUATIONS COMPLETED BY SOCIAL WORKERS AND REVIEWED BY A BEHAVIORAL HEALTH TEAM (CHILD PSYCHOLOGIST AND PSYCHIATRISTS). ADDITIONALLY, CHOMP WILL EXPAND ACCESS TO EFFECTIVE PSYCHOTHERAPY FOR THE MOST COMMON PSYCHIATRIC ILLNESSES OF YOUTH, INCLUDING INDIVIDUAL AND GROUP TREATMENTS.TO ADDRESS THE HEALTH NEED OF SUBSTANCE ABUSE, CHOMP HAS OUTLINED 3 STRATEGIES:1) INCREASE COMMUNITY AWARENESS OF SAFE USE OF OPIOID PRESCRIPTION MEDICATIONS, REDUCE INAPPROPRIATE PRESCRIBING OF PAIN MEDICATIONS, AND INCREASE AWARENESS OF THE DANGERS OF STREET OPIOIDS THROUGH THE PRESCRIBE SAFE PROGRAM. CHOMP WILL ACCOMPLISH THIS BY OFFERING EDUCATION TO THE PUBLIC AND MEDICAL COMMUNITY ON THE DANGER OF DRUGS, PROVIDE SAFE MEDICATION DISPOSAL SITES, AND PROVIDE NALOXONE AND TRAINING TO THE COMMUNITY, HEALTHCARE WORKS, AND FIRST RESPONDERS.2) IDENTIFY RESOURCES FOR PATIENTS WITH ALCOHOL AND DRUG DEPENDENCY. CHOMP WILL ACCOMPLISH THIS BY ENSURING THAT EVIDENCED-BASED SUBSTANCE ABUSE USE DISORDER TREATMENTS ARE ACCESSIBLE IN THE EMERGENCY DEPARTMENT (WHICH WILL HAVE A SUBSTANCE ABUSE NAVIGATORS) AND IN ALL OTHER HOSPITAL DEPARTMENTS, AS WELL BY REFERRING PATIENTS FOR ONGOING CARE, SUPPORT, AND FOLLOW-UP.3) EXPAND SUBSTANCE RECOVERY CARE TO PATIENTS THROUGH THE RECOVERY CENTER'S INTENSIVE OUTPATIENT PROGRAM, AS WELL AS OFFERING SUPPORT FOR RECOVERY CENTER ALUMNI. CHOMP WILL COLLABORATE WITH LOCAL CLINICS AND CENTERS FOR IMPROVING RECOVERY CARE IN OUR COMMUNITY.WHILE CHOMP HAS CHOSEN SPECIFIC COMMUNITY HEALTH NEEDS TO ADDRESS, THE HOSPITAL WILL CONTINUE TO PROVIDE A SIGNIFICANT ARRAY OF COMMUNITY HEALTH SERVICES IN SUPPORT OF THE OTHER IDENTIFIED NEEDS AS WELL. BELOW ARE THE IDENTIFIED HEALTH NEEDS NOT SELECTED FOR FOCUS DURING THE 2023-2025 IMPLEMENTATION PERIOD, ALONG WITH THE REASON THEY WERE NOT SELECTED:POTENTIALLY DISABLING CONDITIONS: THE HOSPITAL AND OTHER COMMUNITY ORGANIZATIONS CURRENTLY PROVIDE A SIGNIFICANT NUMBER OF SUPPORT GROUPS AND CLASSES ADDRESSING THIS NEED.HEART DISEASE AND STROKE: THE HOSPITAL CURRENTLY PROVIDES PROGRAMS, CLASSES, AND A SUPPORT GROUP ADDRESSING THIS NEED. OTHER COMMUNITY ORGANIZATIONS ARE ALSO ADDRESSING THIS ISSUE.INJURY AND VIOLENCE: THIS NEED FALLS MORE WITHIN THE PURVIEW OF LAW ENFORCEMENT AND OTHER GOVERNMENT AGENCIES. LIMITED RESOURCES AND LOWER PRIORITY EXCLUDED THIS AS A FOCUS AREA FOR THIS PLANNING PERIOD.FAMILY PLANNING: OTHER COMMUNITY ORGANIZATIONS AND CLASSES PROVIDED BY THE HOSPITAL ARE CURRENTLY ADDRESSING THIS NEED.NUTRITION, PHYSICAL ACTIVITY, AND WEIGHT: THE HOSPITAL CURRENTLY PROVIDES EDUCATION AND CLASSES ADDRESSING THIS NEED. OTHER COMMUNITY ORGANIZATIONS ARE ALSO ADDRESSING THIS NEED.CANCER: THE HOSPITAL AND OTHER COMMUNITY ORGANIZATIONS CURRENTLY PROVIDE A SIGNIFICANT NUMBER OF SUPPORT GROUPS AND CLASSES ADDRESSING THIS NEED, IN ADDITION TO A COMPREHENSIVE ARRAY OF DIAGNOSTIC AND TREATMENT SERVICES.RESPIRATORY DISEASES: THE HOSPITAL CURRENTLY OFFERS SERVICES AND EDUCATION ADDRESSING THIS NEED.TOBACCO USE: OTHER COMMUNITY ORGANIZATIONS AND A CLASS PROVIDED BY THE HOSPITAL ARE CURRENTLY ADDRESSING THIS NEED. PART V, SECTION B, LINE 7A: WWW.MONTAGEHEALTH.ORG/ABOUT/CARING/BENEFIT/NEEDS-ASSESSMENT/ PART V, SECTION B, LINE 10A: HTTPS://WWW.MONTAGEHEALTH.ORG/APP/FILES/PUBLIC/3D252EBD-E4F0-4A5C-BC61-9FF120AB71B2/2022%20COMMUNITY%20BENEFITS%20REPORT.PDF 6 1 - WESTLAND HOUSE 100 BARNET SEGAL LANE MONTEREY CA 93940 SKILLED NURSING FACILITY 2 - HARTNELL PROFESSIONAL CENTER 576 HARTNELL STREET MONTEREY CA 93940 OUTPATIENT SERVICES 3 - MONTAGE WELLNESS CENTER - MARINA 2920 2ND AVENUE MARINA CA 93933 OUTPATIENT SERVICES 4 - MONTAGE WELLNESS CENTER - SALINAS 1910 NORTH DAVIS ROAD SALINAS CA 93907 OUTPATIENT SERVICES 5 - RYAN RANCH 2 UPPER RAGSDALE DRIVE MONTEREY CA 93940 OUTPATIENT SERVICES 6 - CARMEL CROSSROADS 256 CROSSROADS BLVD CARMEL CA 93923 OUTPATIENT SERVICES PART I, LINE 7: A RATIO OF COST TO CHARGES FROM WORKSHEET 2 WAS USED ON LINE (A). ALL OTHER LINES IN THIS SECTION EITHER USE DIRECTLY ATTRIBUTABLE EXPENSES FROM THE GENERAL LEDGER OR RELY ON ESTIMATES FROM OUR COST ACCOUNTING SYSTEM. THE COST ACCOUNTING SYSTEM ADDRESSES ALL PATIENT SEGMENTS. PART II, COMMUNITY BUILDING ACTIVITIES: THE ORGANIZATION'S COMMUNITY BUILDING ACTIVITIES PROMOTED THE HEALTH OF THE COMMUNITIES IT SERVES BY IMPROVING ACCESS TO MEDICAL CARE SERVICES, PROVIDING EDUCATION AND TRAINING, PROVIDING CARPOOLING INCENTIVES AND SHUTTLE PROGRAMS FOR EMPLOYEES, AND PROVIDING NON-INTEREST BEARING PATIENT PAYMENT PLAN OPTIONS. PART III, LINE 2: CHOMP PROVIDES FOR ESTIMATED LOSSES ON PATIENT ACCOUNTS RECEIVABLE BASED ON PRIOR BAD DEBT EXPERIENCE. BAD DEBT IS NET OF BOTH PAYMENTS AND DISCOUNTS. RECOVERIES FROM PREVIOUSLY CHARGED-OFF ACCOUNTS ARE RECORDED WHEN RECEIVED. THE AMOUNT ATTRIBUTABLE TO INDIVIDUALS WHO MAY QUALIFY FOR CHARITY CARE IS BASED ON AN INTERNAL ESTIMATE. PART III, LINE 3: THE AMOUNT ATTRIBUTABLE TO INDIVIDUALS WHO MAY QUALIFY FOR CHARITY CARE IS BASED ON AN INTERNAL ESTIMATE; IT IS ESTIMATED THAT 40% OF BAD DEBT WOULD QUALIFY FOR CHARITY CARE, BUT REFUSE AN APPLICATION, ARE HOMELESS, OR OTHERWISE. PART III, LINE 4: CHOMP PROVIDES FOR ESTIMATED LOSSES ON PATIENT ACCOUNTS RECEIVABLE BASED ON PRIOR BAD DEBT EXPERIENCE AND GENERALLY DOES NOT CHARGE INTEREST ON PAST DUE BALANCES. PAST DUE STATUS IS BASED UPON THE DATE OF SERVICES PROVIDED. UNCOLLECTIBLE RECEIVABLES ARE CHARGED OFF WHEN DEEMED UNCOLLECTIBLE. RECOVERIES FROM PREVIOUSLY CHARGED-OFF ACCOUNTS ARE RECORDED WHEN RECEIVED.CHOMP USES A FIRM CALLED CAREPAYMENT TO OFFER SELF-PAY PATIENTS THE OPPORTUNITY TO HAVE AN INTEREST-FREE EXTENDED PAYMENT PROGRAM. CAREPAYMENT TAKES OVER THE PATIENT ACCOUNTS RECEIVABLE FROM CHOMP AT A DISCOUNT, AND WORKS WITH THE PATIENTS TO COME UP WITH AN AGREEABLE PAYMENT PLAN. CAREPAYMENT HAS FULL RECOURSE WITH CHOMP TO RECOVER ANY UNPAID BALANCES. PART III, LINE 8: THE MEDICARE SHORTFALL AT THE HOSPITAL IS A SUBSTANTIAL FIGURE. OUR COMMUNITY HAS A SIGNIFICANT MEDICARE POPULATION AND WE EXIST TO SERVE THAT COMMUNITY. IN OUR OPINION, 100% OF THE MEDICARE SHORTFALL MEETS COMMUNITY BENEFIT CRITERIA BASED ON THE DEFINITION OF "COMMUNITY HEALTH IMPROVEMENT SERVICES" AS DEFINED IN THE 990 INSTRUCTIONS. THAT IS, "ACTIVITIES OR PROGRAMS CARRIED OUT OR SUPPORTED FOR THE EXPRESS PURPOSE OF IMPROVING COMMUNITY HEALTH THAT ARE SUBSIDIZED BY THE HEALTH CARE ORGANIZATION." COSTS ASSIGNED TO MEDICARE PATIENTS ARE BASED ON THE REPORTED AMOUNTS FOUND IN THE HOSPITAL COST REPORT. THOSE COSTS ARE ALLOCATED TO MEDICARE PATIENTS BASED ON THE RATIOS DEVELOPED WITHIN THAT COST REPORT. PART III, LINE 9B: COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA PURSUES A COLLECTION POLICY IN KEEPING WITH BEST PRACTICES IN THE INDUSTRY, CALIFORNIA HOSPITAL ASSOCIATION (CHA) RECOMMENDATIONS, THE HOSPITAL FAIR PRICING POLICIES ACT, AND ALL FEDERAL, STATE AND LOCAL LAWS GOVERNING THE COLLECTION OF A PATIENT DEBT. THE HOSPITAL WILL CLEARLY AND CONSPICUOUSLY POST AND MAINTAIN SIGNS NOTIFYING PATIENTS OF THE HOSPITAL'S SPONSORED CARE AND DISCOUNT PAYMENT PROGRAMS, AND THE AVAILABILITY OF FUNDS FROM OTHER PROGRAMS TO ASSIST WITH PAYMENT OF BILLS. THE SIGNS ARE PLACED IN EVERY REGISTRATION SITE, THE PATIENT BUSINESS OFFICE, THE EMERGENCY DEPARTMENT, THE BILLING OFFICE, THE ADMISSIONS OFFICE, AND OTHER OUTPATIENT SETTINGS. PATIENT BUSINESS SERVICES SHALL ADHERE TO THE GUIDELINES DESCRIBED BELOW IN THE COLLECTION OF ANY PATIENT DEBT TO THE HOSPITAL STEMMING FROM MEDICAL SERVICES RENDERED AT ANY SITE OR IN ANY DEPARTMENT. EVERY PATIENT WILL BE ACCORDED RESPECT AND TREATED WITH DIGNITY AT ALL TIMES. THESE COLLECTION GUIDELINES ARE ESTABLISHED UNDER THE AUTHORITY OF THE PATIENT BUSINESS SERVICES DEPARTMENT, AND DEBTS WILL NOT BE ADVANCED FOR COLLECTION WITHOUT REVIEW BASED ON THE AUTHORIZATION PROCESS BY DOLLAR THRESHOLD. THE DECISION TO ADVANCE A DEBT FOR COLLECTION WILL BE MADE ON A CASE-BY-CASE BASIS, FOLLOWING THE POLICY AND PROCESSES SET FORTH BELOW. THE COLLECTION PROCESS MAY BE AUTOMATED IF CERTAIN CRITERIA ARE MET. THE DECISION TO ADVANCE A DEBT FOR COLLECTION WILL BE BASED ON SUCH FACTORS AS LACK OF PAYMENT, FAILURE TO APPLY FOR AVAILABLE PROGRAMS, FAILURE TO RESPOND TO HOSPITAL REQUESTS, OR FAILURE TO CONTACT THE HOSPITAL IN RESPONSE TO A BILL. AT THE DISCRETION OF THE PATIENT BUSINESS SERVICES AND FOLLOWING THE AUTHORIZATION PROCESS BY DOLLAR THRESHOLD BELOW, A DEBT MAY BE ADVANCED FOR COLLECTION IF PAYMENT IN FULL IS NOT RECEIVED WITHIN 30 DAYS OF THE INITIAL BILL, SUBJECT TO THE LIMITATIONS STATED BELOW. REGARDLESS OF THE AGE OF A BILL, THE HOSPITAL WILL ALWAYS BE OPEN TO COMPROMISE REGARDING A DEBT. COLLECTION IS INITIALLY CONDUCTED BY THE HOSPITAL BUT MAY BE ADVANCED FOR COLLECTION BY AN EXTERNAL COLLECTION AGENCY OR LEGAL ACTION AS SET FORTH BELOW. THIS COLLECTION POLICY GOVERNS ALL COMMUNICATIONS BETWEEN THE HOSPITAL AND A PATIENT CONCERNING COLLECTION OF AMOUNTS OWED TO THE HOSPITAL. POLICY APPLIES TO ALL PATIENT TYPES AND ALL VISIT TYPES. COLLECTION PROCEDURES WILL VARY DEPENDING ON THE TYPE OF VISIT, WITH SPONSORED CARE/DISCOUNT ELIGIBLE PATIENTS OUTLINED BELOW: 1. PATIENT HAS APPLIED OR QUALIFIED FOR THE HOSPITAL'S SPONSORED CARE OR DISCOUNT PAYMENT PROGRAM. PATIENTS WHO MEET INCOME AND/OR ASSET REQUIREMENTS MAY QUALIFY FOR THE HOSPITAL'S SPONSORED CARE OR DISCOUNT PAYMENT PROGRAM. ALL EFFORTS SHOULD BE MADE TO DETERMINE ELIGIBILITY FOR THESE PROGRAMS PRE-SERVICE IF POSSIBLE, OR AS SOON AS PRACTICABLE AFTER SERVICES ARE PROVIDED. THE HOSPITAL'S SOCIAL SERVICES DEPARTMENT OR THE PATIENT BUSINESS SERVICES DEPARTMENT WILL REVIEW APPLICATIONS FOR SPONSORED CARE OR DISCOUNT PAYMENT PROGRAM ELIGIBILITY IN ACCORDANCE WITH HOSPITAL POLICY. WHILE THE PATIENT'S APPLICATION IS PENDING, THE HOSPITAL MAY SEND BILLING STATEMENTS, BUT WILL NOT COMMENCE ANY COLLECTION ACTIVITY. 2. COLLECTING FOR A VISIT FROM A PATIENT WHO IS ELIGIBLE FOR THE HOSPITAL'S SPONSORED CARE OR DISCOUNT PAYMENT PROGRAM. UPON REACHING A DETERMINATION THAT THE PATIENT IS ELIGIBLE FOR THE SPONSORED CARE OR DISCOUNT PAYMENT PROGRAM, THE HOSPITAL WILL DETERMINE THE AMOUNT OWED BY THE PATIENT IN ACCORDANCE WITH THE HOSPITAL'S SPONSORED CARE & DISCOUNT PAYMENT PROGRAM POLICY. IF THE PATIENT IS NOT ABLE TO PAY THE AMOUNT DUE IN A LUMP SUM, THE PATIENT WILL BE OFFERED THE OPPORTUNITY TO NEGOTIATE AND AGREE TO A PAYMENT PLAN. THE PATIENT WILL BE ADVISED THAT THE PAYMENTS WILL BE INTEREST FREE PROVIDED THEY ARE TIMELY MADE, BUT IF THE PATIENT FAILS TO MAKE ALL SCHEDULED PAYMENTS DURING ANY 90-DAY PERIOD, THE HOSPITAL MAY TERMINATE THE EXTENDED PAYMENT PLAN AND THE ENTIRE OUTSTANDING BALANCE WILL BE DUE, TOGETHER WITH INTEREST ON THE REMAINING BALANCE AT THE MAXIMUM LEGAL RATE. IF THE PATIENT CHOOSES TO ENTER INTO A PAYMENT PLAN, THE SPONSORED CARE & DISCOUNT PAYMENT PROGRAM PAYMENT PLAN SHOULD BE COMPLETED AND THE PATIENT SHOULD SIGN THAT PLAN. IF THE PATIENT HAS SIGNED A SPONSORED CARE & DISCOUNT PAYMENT PROGRAM PAYMENT PLAN, AND THE PATIENT FAILS TO TIMELY MAKE ALL SCHEDULED PAYMENTS DURING ANY 90-DAY PERIOD, THE HOSPITAL MAY TERMINATE THE PAYMENT PLAN. BEFORE TERMINATING THE PAYMENT PLAN, THE HOSPITAL WILL CONTACT THE PATIENT BY TELEPHONE AND IN WRITING AND INFORM THE PATIENT THAT THE PAYMENT PLAN MAY BE TERMINATED DUE TO DEFAULT IN SCHEDULED PAYMENTS. IF THE PATIENT REQUESTS, THE HOSPITAL WILL RENEGOTIATE THE PAYMENT PLAN. THE HOSPITAL WILL NOT REPORT ADVERSE INFORMATION TO A CONSUMER CREDIT REPORTING AGENCY OR BEGIN A CIVIL ACTION AGAINST THE PATIENT FOR NONPAYMENT BEFORE THE PAYMENT PLAN IS TERMINATED. THE HOSPITAL WILL NOT USE THE MONETARY ASSET INFORMATION IT OBTAINED IN DETERMINING ELIGIBILITY FOR THE SPONSORED CARE PROGRAM FOR COLLECTION ACTIVITIES. INFORMATION CONCERNING INCOME AND MONETARY ASSETS THAT ARE OBTAINED AS PART OF THE ELIGIBILITY DETERMINATION ARE MAINTAINED SEPARATELY FROM THE PATIENT'S COLLECTION FILE. FOR A PERIOD OF 150 DAYS AFTER THE INITIAL BILLING TO THE PATIENT, THE HOSPITAL WILL NOT REPORT ADVERSE INFORMATION TO A CONSUMER CREDIT REPORTING AGENCY CONCERNING, OR COMMENCE A CIVIL ACTION AGAINST, A PATIENT WHO LACKS COVERAGE OR PROVIDES INFORMATION THAT HE OR SHE MAY BE ELIGIBLE FOR THE SPONSORED CARE OR DISCOUNT PAYMENT PROGRAM. IF A PATIENT IS ATTEMPTING TO QUALIFY FOR THE DISCOUNT PAYMENT OR SPONSORED CARE PROGRAM AND IS ATTEMPTING IN GOOD FAITH TO SETTLE AN OUTSTANDING BILL BY NEGOTIATING A PAYMENT PLAN OR MAKING REASONABLE, REGULAR PAYMENTS ON HIS/HER BILL, THE HOSPITAL WILL NOT SEND THE PATIENT'S VISIT TO A COLLECTION AGENCY UNLESS THE AGENCY AGREES TO COMPLY WITH THE HOSPITAL'S COLLECTION POLICY AND THE HOSPITAL FAIR PRICING POLICIES ACT. THE HOSPITAL WILL NOT USE WAGE GARNISHMENTS OR LIENS ON PRIMARY RESIDENCES AS A MEANS OF COLLECTING UNPAID HOSPITAL BILLS FROM PATIENTS WHO ARE ELIGIBLE FOR THE DISCOUNT PAYMENT OR SPONSORED CARE PROGRAM. IF A PATIENT APPEALS THE HOSPITAL'S DECISION CONCERNING ELIGIBILITY OR LEVEL OF BENEFITS OF THE PATIENT FOR EITHER THE SPONSORED CARE OR DISCOUNT PAYMENT PROGRAM, OR APPEALS A COVERAGE OF DETERMINATION OF A THIRD PARTY, THE HOSPITAL WILL NOT REPORT ADVERSE INFORMATION TO A CONSUMER CREDIT REPORTING AGENCY CONCERNING, OR COMMENCE A CIVIL ACTION AGAINST, THE PATIENT PROVIDED THE PATIENT HAS FILED AN APPEAL IN COMPLIANCE WITH THE HOSPITAL'S SPONSORED CARE & DISCOUNT PAYMENT PROGRAM POLICY, OR MAKES A REASONABLE EFFORT TO COMMUNICATE WITH THE HOSPITAL ABOUT THE PROGRESS OF ANY COVERAGE APPEAL PENDING WITH A THIRD PARTY. THE HOSPITAL WILL NOT BEGIN THE 150-DAY PERIOD REFERENCED ABOVE UNTIL AFTER THE RESOLUTION OF THE PATIENT'S APPEAL IS COMPLETED TO AFFORD THE PATIENT THE FULL 150 DAYS TO MAKE PAYMENT. BEFORE BEGINNING ANY COLLECTION ACTIVITY AGAINST ANY PATIENT, INCLUDING THOSE WHO ARE NOT ELIGIBLE FOR THE SPONSORED CARE OR DISCOUNT PAYMENT PROGRAMS, THE HOSPITAL WILL PROVIDE THE PATIENT WITH A CLEAR AND CONSPICUOUS NOTICE OF THE PATIENT'S RIGHTS UNDER THE FAIR PRICING POLICIES ACT, THE ROSENTHAL FAIR DEBT COLLECTION PRACTICES ACT, AND THE FEDERAL FAIR DEBT COLLECTION PRACTICES ACT. THE NOTICE WILL STATE: "STATE AND FEDERAL LAW REQUIRE DEBT COLLECTORS TO TREAT YOU FAIRLY AND PROHIBIT DEBT COLLECTORS FROM MAKING FALSE STATEMENTS OR THREATS OF VIOLENCE, USING OBSCENE OR PROFANE LANGUAGE, AND MAKING IMPROPER COMMUNICATIONS WITH THIRD PARTIES, INCLUDING YOUR EMPLOYER. EXCEPT UNDER UNUSUAL CIRCUMSTANCES, DEBT COLLECTORS MAY NOT CONTACT YOU BEFORE 8:00 A.M. OR AFTER 9:00 P.M. IN GENERAL, A DEBT COLLECTOR MAY NOT GIVE INFORMATION ABOUT YOUR DEBT TO ANOTHER PERSON, OTHER THAN YOUR ATTORNEY OR SPOUSE. A DEBT COLLECTOR MAY CONTACT ANOTHER PERSON TO CONFIRM YOUR LOCATION OR ENFORCE A JUDGMENT. FOR MORE INFORMATION ABOUT DEBT COLLECTION ACTIVITIES, YOU MAY CONTACT THE FEDERAL TRADE COMMISSION BY TELEPHONE AT 877-FTC-HELP (382-4357) OR ONLINE AT WWW.FTC.GOV. NONPROFIT CREDIT COUNSELING SERVICES MAY BE AVAILABLE IN THE AREA. IF YOU ARE UNINSURED OR HAVE HIGH MEDICAL COSTS, PLEASE CONTACT COMMUNITY HOSPITAL'S PATIENT BUSINESS SERVICES DEPARTMENT AT (831) 625-4922 OR (888) 625-4922 FOR INFORMATION ON DISCOUNTS AND PROGRAMS FOR WHICH YOU MAY BE ELIGIBLE, INCLUDING THE MEDI-CAL PROGRAM. IF YOU HAVE COVERAGE, PLEASE TELL US SO THAT WE MAY BILL YOUR PLAN." THIS NOTICE WILL ALSO BE GIVEN IN ANY DOCUMENT INDICATING THAT THE COMMENCEMENT OF COLLECTION ACTIVITIES MAY OCCUR. ANY AMOUNT COLLECTED FROM A PATIENT IN EXCESS OF THE AMOUNT DUE UNDER THE HOSPITAL'S SPONSORED CARE OR DISCOUNT PAYMENT POLICY WILL BE REFUNDED TO THE PATIENT, TOGETHER WITH INTEREST THEREON. PART VI, LINE 2: IN 2022, COMMUNITY HOSPITAL COMPLETED AN UPDATED AND COMPREHENSIVE ASSESSMENT OF OUR COMMUNITY'S UNMET HEALTHCARE NEEDS. PROFESSIONAL RESEARCH CONSULTANTS (PRC) WAS RETAINED TO CONDUCT A STATISTICALLY VALID TELEPHONE SURVEY OF 1,000 RANDOMLY SELECTED LOCAL ADULTS AS WELL AS FACILITATE GROUP DISCUSSIONS WITH PUBLIC HEALTH PROFESSIONALS FROM THE COMMUNITY. ALL OF THE DATA WAS THEN COMPILED AND BENCHMARKED AGAINST THE GOALS OF THE NATIONAL HEALTHY PEOPLE 2020 INITIATIVE SPONSORED BY THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES. PART VI, LINE 3: PATIENT BUSINESS SERVICES AND THE SOCIAL SERVICES DEPARTMENT SCREEN APPLICANTS FOR THE SPONSORED CARE AND DISCOUNT PROGRAMS. COMPLETED APPLICATIONS, INCLUDING REQUIRED DOCUMENTATION, ARE SUBMITTED TO PATIENT BUSINESS SERVICES OR SOCIAL SERVICES FOR INITIAL REVIEW AND FOLLOW UP. THE PATIENT/RESPONSIBLE PARTY, AND/OR SERVICE DEPARTMENT ARE NOTIFIED OF THE FINAL ELIGIBILITY DECISION IN WRITING. SHOULD THERE BE ANY DISPUTE AS TO THE DECISION MADE BY THE HOSPITAL ON THE ELIGIBILITY OR LEVEL OF ELIGIBILITY OF THE PATIENT FOR EITHER THE SPONSORED CARE OR DISCOUNT PAYMENT PROGRAM, AN APPEAL OF THE DECISION MAY BE MADE TO THE DIRECTOR OF PATIENT BUSINESS SERVICES. FOR PATIENTS IN THE OUTPATIENT IMMUNOLOGY SERVICES CLINIC, A NURSE CASE MANAGER MAY PROVIDE INITIAL FINANCIAL SCREENING. EACH PATIENT ROOM INCLUDES A BROCHURE "WELCOME TO COMMUNITY HOSPITAL." THIS BROCHURE INCLUDES INFORMATION REGARDING OUR FINANCIAL ASSISTANCE PROGRAM. IN ADDITION, COMMUNITY HOSPITAL PUBLICLY DISPLAYS INFORMATION ON THE GENERAL PROGRAM IN KEY SERVICE LOCATIONS AND PROVIDES INFORMATION TO EVERY PATIENT AT THE TIME OF REGISTRATION FOR SERVICES AND ENCLOSED WITH BILLING STATEMENTS. INFORMATION ON SPECIALTY PROGRAMS (E.G., FREE BASELINE MAMMOGRAPHY THROUGH THE SHERRY COCKLE FUND AND REHABILITATION SERVICES THROUGH THE THOMAS A. WORK, JR., FUND) ARE PROVIDED TO PATIENTS WHO REGISTER FOR THESE SPECIFIC SERVICES. THROUGH ITS PUBLIC WEB SITE, COMMUNITY HOSPITAL ALSO PUBLICIZES THE SPONSORED CARE AND DISCOUNT PROGRAMS AND ILLUSTRATES THE BENEFITS OF THE PROGRAM. A FORMAL PRESENTATION ABOUT HOSPITAL BILLING PRACTICES AND SPONSORED CARE REQUIREMENTS IS PROVIDED TO COMMUNITY GROUPS ON REQUEST BY OUR PATIENT BUSINESS SERVICES DEPARTMENT. IN ADDITION, THE HOSPITAL PUBLICIZES SPONSORED CARE FOR HIV/AIDS PATIENTS THROUGH REGULAR REPORTS TO COLLABORATING COMMUNITY ORGANIZATIONS ON THE PROGRAM USAGE AND THE POPULATION SERVED. FINANCIAL COUNSELORS WORK IN CONJUNCTION WITH A PRIVATE VENDOR (DIVERSIFIED HEALTH RESOURCES) TO GUIDE UNINSURED PATIENTS THROUGH THE PROCESS OF OBTAINING AVAILABLE GOVERNMENT BENEFITS, SUCH AS MEDI-CAL OR OTHER STATE PROGRAMS. THESE COUNSELORS ALSO ASSIST THOSE PATIENTS THROUGH THE QUALIFICATION PROCESS. PART VI, LINE 4: COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA'S COMMUNITY, AS DEFINED FOR THE PURPOSES OF THE COMMUNITY HEALTH NEEDS ASSESSMENT, INCLUDED EACH OF THE RESIDENTIAL ZIP CODES THAT COMPRISE THE HOSPITAL'S PRIMARY SERVICE AREA (PSA), INCLUDING: 93950, 93940, 93941, 93942, 93943, 93944, 93920, 93921, 93922, 93923, 93955, 93933, 93953, 93908 AND 93924. THIS INCLUDED MONTEREY, CARMEL, BIG SUR, SEASIDE, MARINA, PACIFIC GROVE, PEBBLE BEACH, THE HIGHWAY 68 CORRIDOR, AND CARMEL VALLEY.THE POPULATION OF THE HOSPITAL'S PRIMARY SERVICE AREA IS ESTIMATED AT 145,959 PEOPLE. IT IS PREDOMINANTLY NON-HISPANIC WHITE BUT ALSO HAS A SUBSTANTIAL HISPANIC POPULATION. THE DEMOGRAPHIC BREAKDOWN, ACCORDING TO THE US CENSUS BUREAU, IS NON-HISPANIC WHITE (58.2 PERCENT), HISPANIC (25.8 PERCENT), ASIAN (9.5 PERCENT), AFRICAN AMERICAN/BLACK (3.3 PERCENT), AND OTHER (3.2 PERCENT). PART VI, LINE 5: THE ORGANIZATION PROMOTES THE HEALTH OF THE COMMUNITY IN MANY WAYS, AS OUTLINED IN THE COMMUNITY BENEFIT REPORT. CHOMP'S BOARD OF TRUSTEES IS COMPRISED OF VOLUNTEERS FROM THE COMMUNITY. THE MEDICAL STAFF IS OPEN. CHOMP'S SISTER ORGANIZATION, ASPIRE HEALTH, IS A POPULATION HEALTH DIVISION (FORMERLY COMMUNITY HEALTH INNOVATIONS) THAT IS DEDICATED ENTIRELY TO POPULATION HEALTH. CARE MANAGERS THROUGHOUT THE COMMUNITY ASSIST IN PARTNERING PATIENTS WITH COMMUNITY RESOURCES. PART VI, LINE 6: ASPIRE HEALTH PLAN HAS A POPULATION HEALTH DIVISION THAT IS DEDICATED ENTIRELY TO POPULATION HEALTH. CARE MANAGERS THROUGHOUT THE COMMUNITY ASSIST IN PARTNERING PATIENTS WITH COMMUNITY RESOURCES. MONTAGE MEDICAL GROUP IS COMPRISED OF PRIMARY AND SPECIALTY PROVIDERS TO IMPROVE ACCESS TO CARE IN THE COMMUNITY. ASPIRE HEALTH PLAN ALSO OFFERS AN AFFORDABLE ALTERNATIVE FOR INSURANCE COVERAGE FOR MEDICARE-ELIGIBLE COMMUNITY MEMBERS. PART VI, LINE 7, REPORTS FILED WITH STATES CA 1 AL & FRIENDS SUNDAY BRUNCH 301 CYPRESS AVE PACIFIC GROVE CA 93950 822461103 501(C)3 10000 0 PROGRAM SUPPORT ALLIANCE ON AGING INC 247 MAIN STREET SALINAS CA 93901 941747036 501(C)3 10000 0 PROGRAM SUPPORT AMERICAN CANCER SOCIETY 1534 NORTH MAIN STREET SALINAS CA 93906 131788491 501(C)3 10000 0 RELAY SPONSORSHIP AMERICAN RED CROSS 1663 MARKET STREET SAN FRANCISCO CA 94103 530196605 501(C)3 25000 0 DISASTER RELIEF BIG SUR HEALTH CENTER 46896 HIGHWAY 1 BIG SUR CA 93920 770077112 501(C)3 65000 0 PROGRAM SUPPORT BIG SUR MARATHON FOUNDATION 26617 CARMEL CENTER PL CARMEL CA 93923 770048388 501(C)3 16500 0 RACE SPONSORSHIP BOYS & GIRLS CLUB OF MONTEREY 1332 LA SALLE SEASIDE CA 93955 941702753 501(C)3 15000 0 PROGRAM SUPPORT BREAST CANCER ASSISTANCE GROUP PO BOX 221582 CARMEL CA 93922 911972448 501(C)3 15000 0 EVENT SPONSORSHIP & PROGRAM SUPPORT CA HIGHWAY ADOPTION CO 4050 ALVIS COURT ROCKLIN CA 95677 860871091 STATE AGENCY 5400 0 PROGRAM/SPONSORSHIP COALITION OF HOMELESS SERVICES 1942 FREMONT BLVD SEASIDE CA 93955 770381154 501(C)3 10000 0 EVENT SPONSORSHIP COMMUNITY FOUNDATION FOR MONTEREY COUNTY 2354 GARDEN ROAD MONTEREY CA 93940 941615897 501(C)3 5000000 0 MONTEREY COUNTY TEACHERS COMMUNITY HOMELESS SOLUTIONS 3087 WITTENMYER CT MARINA CA 93933 942525231 501(C)3 63250 0 PROGRAM SUPPORT COMMUNITY PARTNERSHIP YOUTH 775 KIMBALL AVE SEASIDE CA 93942 770310237 501(C)3 10000 0 PROGRAM SUPPORT DENTISTRY 4 VETS 2930 2ND AVENUE SUITE 140 MARINA CA 93933 832028179 501(C)3 10000 0 PROGRAM SUPPORT EQUINE HEALING COLLABORATIVE 8767 CARMEL VALLEY ROAD CARMEL CA 93923 474664484 501(C)3 10000 0 PROGRAM SUPPORT GATHERING FOR WOMEN 147 EL DORADO STREET MONTEREY CA 93940 474275163 501(C)3 15000 0 PROGRAM SUPPORT HARMONY AT HOME 3785 VIA NONA MARIE SUITE 300 CARMEL CA 939238637 760769331 501(C)3 10000 0 PROGRAM SUPPORT I-HELP PO BOX 413 MONTEREY CA 93942 383934212 501(C)3 10000 0 PROGRAM SUPPORT JOSEPHINE KERNES MEMORIAL POOL 15 PORTOLA AVE MONTEREY CA 93940 942227904 501(C)3 7500 0 PROGRAM SUPPORT MEALS ON WHEELS OF THE CENTRAL COAST 700 JEWELL AVENUE PACIFIC GROVE CA 93950 942157521 501(C)3 13000 0 PROGRAM SUPPORT MONTEREY COUNTY HEALTH DEPARTMENT 1270 NATIVIDAD RD SALINAS CA 93906 946000524 COUNTY OF MONTEREY 75000 0 PROGRAM SUPPORT MONTEREY COUNTY RAPE CRISIS PO BOX 2630 MONTEREY CA 93940 942389889 501(C)3 10000 0 EVENT SPONSORSHIP MONTEREY PENINSULA UNIFIED 900 PACIFIC ST MONTEREY CA 93940 770320712 COUNTY OF MONTEREY 70000 0 SCHOOL NURSE PROGRAM MONTEREY SOBER LIVING FOR WOMEN PO BOX 22152 CARMEL CA 93923 825483655 501(C)3 15000 0 PROGRAM SUPPORT MY MUSEUM 425 WASHINGTON STREET MONTEREY CA 93940 770394488 501(C)3 15000 0 EXHIBITION SPONSORSHIP RANCHO CIELO 710 OLD STAGE RD SALINAS CA 93908 770555859 501(C)3 25000 0 PROGRAM SUPPORT ROTACARE BAY AREA INC 1156 FREMONT BLVD SEASIDE CA 93955 770328723 501(C)3 50000 0 CLINIC SUPPORT ROTARY CLUB OF CARMEL VALLEY PO BOX 221845 CARMEL CA 93922 264816466 501(C)3 9000 0 PROGRAM SUPPORT SALVATION ARMY 2460 N MAIN ST SALINAS CA 94107 941156347 501(C)3 10000 0 PROGRAM SUPPORT SET FREE MONTEREY BAY 2511 GARDEN ROAD STE B260 MONTEREY CA 93940 843346028 501(C)3 10000 0 PROGRAM SUPPORT SUN STREET CENTERS 11 PEACH DRIVE SALINAS CA 93901 946138701 501(C)3 10000 0 PROGRAM SUPPORT THE WAHINE PROJECT 333 JUNIPERO AVE PACIFIC GROVE CA 93950 451154140 501(C)3 10000 0 PROGRAM SUPPORT UNITARIAN UNIVERSALIST CHURCH OF THE MONTEREY PENINSULA 490 AGUAJITO ROAD CARMEL CA 93940 501(C)3 5750 0 PROGRAM SUPPORT UNIVERSITY CORPORATION AT MONTEREY BAY 100 CAMPUS CTR BLDG 201 NO 101 SEASIDE CA 93955 770387459 501(C)3 250000 0 SCHOLARSHIPS VALLEY HEALTH ASSOCIATES 427 PAJARO STREET SUITE 4 SALINAS CA 93901 770297577 501(C)3 10000 0 PROGRAM SUPPORT YWCA MONTEREY COUNTY 11 QUAIL RUN CIRCLE STE 203 SALINAS CA 93907 941732598 501(C)3 10000 0 PROGRAM SUPPORT MONTAGE HEALTH FOUNDATION PO BOX HH MONTEREY CA 93942 812889645 501(C)3 5308351 0 PROGRAM SUPPORT MONTAGE HEALTH PO BOX HH MONTEREY CA 93942 942789696 501(C)3 120057611 0 GENERAL SUPPORT 38 0 PART I, LINE 2: GRANT AMOUNTS ARE REVIEWED AND APPROVED BY AN EXECUTIVE FOR MONTAGE HEALTH. ACTUAL EXPENDITURES ARE REVIEWED AND APPROVED BEFORE TRANSFERRING THE GRANT PROCEEDS. X X X X 0 1 0 0 0 1 1 1 0 STEVEN PACKER PRESIDENT & CEO 1015887 0 383300 0 789331 0 516858 0 33302 0 2738678 0 732679 0 MATTHEW MORGAN VP, CHIEF FINANCIAL OFFICER 538655 0 161822 0 58131 0 94210 0 57093 0 909911 0 0 0 SUSAN SWICK VP, CHIEF MENTAL HEALTH OFFICER 593248 0 129470 0 43065 0 72699 0 62348 0 900830 0 0 0 STEVEN CABRALES VP, CHIEF MEDICAL OFFICER 553078 0 138271 0 39747 0 83226 0 33302 0 847624 0 0 0 PAUL CONOCENTI VP, CHIEF INFORMATION OFFICER 417211 0 165952 0 25094 0 70059 0 16651 0 694967 0 0 0 DEBORAH SOBER VP, CHIEF NURSING OFFICER 400700 0 99085 0 86475 0 81805 0 19528 0 687593 0 0 0 LAURA ZEHM FORMER SR VP, CAO 0 0 0 0 614317 0 0 0 0 0 614317 0 0 0 DANIEL CHIBAYA CP, OPERATIONS OFFICER 365175 0 80421 0 36730 0 36168 0 57093 0 575587 0 0 0 GREGORY SMORZEWSKI VP, CHIEF HUMAN RESOURCE OFFICER 355450 0 81157 0 33636 0 40227 0 62347 0 572817 0 0 0 JENNIFER BALLESTEROS RN 447614 0 0 0 30372 0 43494 0 16651 0 538131 0 0 0 RICHARD GRAY MEDICAL DIRECTOR - TYLER HEART 270463 0 0 0 136337 0 96999 0 26750 0 530549 0 0 0 SABINA GAUDOIN RN 350367 0 0 0 9483 0 64849 0 16651 0 441350 0 0 0 CRISTINA M FERNANDEZ RN 351311 0 0 0 1664 0 50955 0 16651 0 420581 0 0 0 MARTHA BLUM MD TRUSTEE 259753 0 82937 0 52394 0 0 0 13200 0 408284 0 0 0 TAJIR ALI CHIEF TECH OFFICER 305626 0 48672 0 1922 0 28610 0 16651 0 401481 0 0 0 PART I, LINE 4B STEVEN PACKER PARTICIPATED IN A 457(F) PLAN AND RECEIVED A DISTRIBUTION DURING 2023 IN THE AMOUNT OF $732,679. LAURA ZEHM PARTICIPATED IN A 457(F) PLAN AND RECEIVED A DISTRIBUTION DURING 2023 IN THE AMOUNT OF $614,317. PART I, LINE 6 MANAGEMENT INCENTIVE PLANS HAVE A PERCENTAGE OF THE INCENTIVE PACKAGE THAT ARE BASED ON THE FINANCIAL RESULTS OF THE FILING ORGANIZATION AND RELATED ORGANIZATIONS. PART I, LINE 7 PART OF THE INCENTIVE PACKAGES FOR MANAGEMENT ARE BASED ON MEETING PERFORMANCE GOALS DURING THE YEAR. A CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY 680164610 2016-06-01 32550000 REFUND BONDS ISSUED 5/12/11 0 0 0 B CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY 680164610 2019-09-20 45000000 FINANCE OF BUILDINGS AND EQUIPMENT 0 0 1 C CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY 680164610 2021-11-17 155044072 FINANCE OF BUILDINGS AND EQUIPMENT & REFINANCE SERIES 2012A, 2017A, & 2017B 0 0 0 A 11770000 32550000 453050 32096950 2017 0 1 1 1 B 18156051 45000000 445000 44555000 2021 0 1 1 1 C 10790000 155044072 1741955 45075000 108227117 2023 0 1 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 C 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 1 0 0 0 0 0 0 0 B 0 1 0 0 0 0 0 0 0 C 0 1 0 0 0 0 0 0 0 A 1 B 1 C 1 SCHEDULE K, PART II, PROCEEDS: EXPLANATION OF DIFFERENCE BETWEEN LINE 3 AND ISSUE PRICE IN PART I: INVESTMENT EARNINGS FORM 990, PART VI, SECTION B, LINE 11B ALL BOARD MEMBERS ARE PROVIDED A DRAFT COPY OF THE 990 FOR REVIEW PRIOR TO IT BEING FILED. QUESTIONS/COMMENTS ARE ADDRESSED AS APPLICABLE PRIOR TO SUBMITTING THE FINAL RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION USES SELF DISCLOSURE TO REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS AND APPROVES THE OFFICERS' COMPENSATION. A CONSULTING FIRM IS ENGAGED TO PROVIDE COMPARABLE DATA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. IT ALSO MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON ITS OWN WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN PENSION BENEFIT OBLIGATION -19,828,649. 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