2024-05-07T10:14:54-07:00 2023-06-30 990 2022-07-01 742044647 NATIONAL JEWISH HEALTH NATI 3033884461 1400 JACKSON STREET DENVER CO 80206 Christine Forkner EVP Corp Affairs and CFO 3033981004 2024-04-24 Christine Forkner 999009999 1 1 11 0 AAL2 X 2022 2023-04-26 12:10:37Z Christine Forkner 1400 Jackson St Denver CO 80206 409753036 0 X www.njhealth.org X 1978 CO National Jewish Health's mission since 1899 is to heal, discover and educate as a preeminent healthcare institution. We serve by providing the best integrated and innovative care for patients and their families; by understanding and finding cures for the diseases we research; and, by educating and training the next generation of healthcare professionals to be leaders in medicine and science. 49 48 2142 9 5195119 548024 106054309 96587629 240969373 248197061 12061335 4409503 -808245 -662467 358276772 348531726 0 0 0 0 180739158 185039912 320400 309727 9210990 165455266 184715901 346514824 370065540 11761948 -21533814 438155000 417131000 158111000 152800000 280044000 264331000 National Jewish Health's mission since 1899 is to heal, discover and educate as a preeminent healthcare institution. We serve by providing the best integrated and innovative care for patients and their families; by understanding and finding cures for the diseases we research; and, by educating and training the next generation of healthcare professionals to be leaders in medicine and science. 0 0 237485373 230996194 National Jewish Health is a nationally recognized, academic medical center with specialized expertise in the evaluation and management of respiratory, cardiac, allergic and immunologic diseases. National Jewish Health serves as a referral center for patients across the United States, particularly for those patients with diseases that are exceptionally difficult to diagnose and/or treat. National Jewish Health provides care to adult and pediatric patients on both an inpatient and outpatient basis and offers a comprehensive spectrum of clinical services. Clinical services include but are not limited to: pulmonary, critical care and sleep medicine, allergy/immunology, occupational and environmental health sciences, cardiology, pulmonary, hypertension, rheumatology, gastroenterology, infectious disease and mycobacterial infections, cystic fibrosis, neurology, neuromuscular medicine and ALS, thoracic surgery, immediate care, otolaryngology and oncology. In the fiscal year ended June 30, 2023, National Jewish Health provided over 110,373 outpatient visits. Additionally, our physicians provided over 17,516 inpatient encounters, primarily critical care services, pulmonary consultative service and hospitalist services, at multiple facilities across metropolitan Denver, including the National Jewish Health main campus. Our patients come from virtually every state across the United States, with residents from our Colorado community constituting the largest single group. National Jewish Health was founded under the motto, "None may enter who can pay; None can pay who enter." While today, National Jewish Health accepts paying patients, a significant amount of charity care is provided and all appointments are offered on a first come, first served basis regardless of the ability to pay. National Jewish Health continues to adapt its clinical programs to meet the unique needs of the changing healthcare landscape, like providing telehealth services and providing multi-disciplinary clinics for patients suffering and recovering from long COVID. National Jewish Health has collaborated with local hospitals to provide a combined state of the art outpatient clinic and inpatient care setting. 72726898 3795115 National Jewish Health receives various types of grants. In addition to the above, National Jewish Health received $51,837,060 of funding through grants which are included in Part VIII (revenues), lines 1e and 1f. National Jewish Health conducts extensive basic, translational and clinical biomedical research. In addition to translational research programs in its areas of clinical specialties, National Jewish Health conducts research in basic immunology, genetics, proteomics, cell biology, signal transduction, structural biology, cancer biology, and oxidant biology. Research activities have resulted in a number of scientific discoveries that have improved care for patients worldwide. National Jewish Health was awarded several grants to study COVID-19, as well as a federal contract to fund our COPDGene research and network. Funds for National Jewish Health's research are provided by grants from private and governmental agencies which include the National Institute of Health (NIH), the Department of Defense (DOD), National Science Foundation (NSF) and charitable contributions from private industry. 13396047 477647 National Jewish Health is the nations' largest nonprofit provider of telephonic and technology-based commercial tobacco cessation services, delivering evidence-based, personalized telephone and online coaching programs in 21 states and for more than 90 health plans, employer groups and wellness companies. The state grant contract revenue of $14,991,071 is included in Part VIII, line 1e, while the rest of the revenue is reported in section 4c above. Since the development of our Quitline program in 2002, National Jewish Health has assisted more than 2.0 million people with their quit attempts. National Jewish Health leverages emerging research and some of the industry's most prominent thinkers to continually adapt and improve our program in order to meet the needs of our clients and participants. The Quitline program follows the best practices and industry standards published by the Centers for Diseases Control and Prevention (CDC) and North American Quitline Consortium (NAQC). National Jewish Health's protocols are research- and evidence -based. The Quitline is staffed by more than 80 professionals who are devoted to commercial tobacco use prevention and cessation. The Tobacco Cessation Coaches (Coaches) undergo rigorous training that enables them to tailor their coaching services based on participant needs using our proven-successful coaching model. For each person who reaches out to the Quitline for help, the coaches immediately engage them in their quit journey to foster success, and our results demonstrate our proven track record. Our surveys, conducted by an independent third party, show that individuals who receive our evidence-based coaching services and use cessation medications have a 37% tong-term quit rate, one of the best quit rates in the nation. 5946265 12928106 National Jewish Health provides other programs and services such as professional education for medical professionals, specialized physicians services to local hospitals, and shares its expertise regarding specialized diagnostic techniques and treatment protocols with other partners and Respiratory Institutes. 5946265 0 12928106 329554583 1 1 0 1 0 0 0 0 0 1 1 1 0 1 1 0 1 0 0 0 0 0 0 1 1 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 0 0 1 354 0 1 2142 1 1 1 0 0 0 0 1 1 0 0 0 0 1 0 X 49 48 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 AL AR CA CO FL GA HI IL KS KY MA MD MI MN MO MS NC ND NH NJ NM NY OK OR PA RI SC TN UT VA WI WV X X Christine K Forkner 3033884461 1400 JACKSON STREET DENVER CO 80206 Michael S Salem MD President and CEO, BOD Member 50 X X 2524315 0 0 Gregory Downey MD EVP Academic Affairs & Provost 50 X 899528 0 0 Rao Mushtaq MD Assistant Professor, Division of Oncology 50 X 691654 0 0 Christine K Forkner EVP Corproate Affairs and CFO, Ass't Treasurer 50 X 664250 0 0 Stephen Frankel MD EVP Clincial Affairs & CCO 50 X 630246 0 0 Jeffrey King MD Chief, Divison of Gastroenterology 50 X 608204 0 0 Kevin K Brown MD Chair, Department of Medicine 50 X 587092 0 0 Glenn Hirsch MD Chief, Division of Cardiology 50 X 558804 0 0 Mohammed Salhab MD Assistant Professor, Division of Oncology 50 X 525902 0 0 Luciano Lemos-Filho MD Assistant Professor, Divison of Pulmonology 50 X 520542 0 0 Pamela L Zeitlin MD PhD Chair, Department of Pediatrics 50 X 511915 0 0 Lisa Tadiri Vice President Development 50 X 469149 0 0 Carrie A Horn MD Chief Medical Officer 50 X 445361 0 0 Debra Dyer MD Chair, Department of Radiology 50 X 443343 0 0 Irina Petrache MD Chief, Division Pulmonology 50 X 438700 0 0 Kristi Melton VP Clinical Business Operations 50 X 373729 0 0 Philippa Marrack PhD Chair, Department of Immunology and Genomic Medicine 50 X 274786 0 0 Jandel T Allen-Davis MD Member, BOD 2 X 0 0 0 Margaret Sue Allon Member, BOD 2 X 0 0 0 Stephen W Arent Lifetime Member, BOD 2 X 0 0 0 Richard N Baer Member, BOD 2 X 0 0 0 Geoff H Barker Member, BOD 2 X 0 0 0 James B Berenbaum Member, BOD 2 X 0 0 0 Norman Brownstein Lifetime Member, BOD 2 X 0 0 0 Robin D Chotin Vice Chair and Secretary, BOD 2 X 0 0 0 Ross S Chotin Member, BOD 2 X 0 0 0 Warren P Cohen Member, BOD 2 X 0 0 0 Steven C Demby Member, BOD 2 X 0 0 0 Christopher Dinsdale Member, BOD 2 X 0 0 0 R Stanton Dodge Member, BOD 2 X 0 0 0 David Engleberg Lifetime Member, BOD 2 X 0 0 0 Brad C Farber Member, BOD 2 X 0 0 0 Daniel J Feiner Member, BOD 2 X 0 0 0 Michael A Feiner Member, BOD 2 X 0 0 0 Thomas A Gart Member, BOD 2 X 0 0 0 Lawrence P Gelfond Lifetime Member, BOD 2 X 0 0 0 Roger A Gibson Member, BOD 2 X 0 0 0 S Jerry Glauser Member, BOD 2 X 0 0 0 Charles Gwirtsman Member, BOD 2 X 0 0 0 Robin S Hickenlooper Member, BOD 2 X 0 0 0 A Barry Hirschfeld Lifetime Member, BOD 2 X 0 0 0 Lydia W Jumonville Member, BOD 2 X 0 0 0 Lewis M Kling Member, BOD 2 X 0 0 0 Steven D Kris Member, BOD 2 X 0 0 0 Bradley A Levin Member, BOD 2 X 0 0 0 Bonnie Mandarich Member, BOD 2 X 0 0 0 Connie G McArthur Member, BOD 2 X 0 0 0 Marvin I Moskowitz Member, BOD 2 X 0 0 0 Brian J Parks Member, BOD 2 X 0 0 0 Kathryn A Paul Member, BOD 2 X 0 0 0 John J Reilly Jr MD Member, BOD 2 X 0 0 0 Blair E Richardson Member, BOD 2 X 0 0 0 Edward A Robinson Lifetime Member, BOD 2 X 0 0 0 Meyer M Saltzman Lifetime Member, BOD 2 X 0 0 0 Richard A Schierburg Lifetime Member, BOD 2 X 0 0 0 Michael K Schonbrun Member, BOD 2 X 0 0 0 Martin Semple Lifetime Member, BOD 2 X 0 0 0 Stephen B Siegel Member, BOD 2 X 0 0 0 Wendy M Siegel Member, BOD 2 X 0 0 0 Donald A Silversmith Member, BOD 2 X 0 0 0 Marc D Steron Member, BOD 2 X 0 0 0 Debra M Tuchman Member, BOD 2 X 0 0 0 Daniel W Yohannes Member, BOD 2 X 0 0 0 Evan H Zucker Member, BOD 2 X 0 0 0 11167520 0 0 293 1 1 0 Fuse LLC 12355 Sunrise Valley Dr Ste 240 Reston VA 20190 Direct Mail & Consulting Services 1110110 Dimassimo 220 E 23rd Street 2nd Floor New York NY 10010 Advertising & Professional Fees 701172 BC Services PO Box 1317 Longmont CO 80502 Professional Collections 596681 Rescue Agency Public Benefit LLC 2437 Morena Blvd San Diego CA 92110 Advertising & Professional Services 582500 SP Plus Corporation 200 E Randolph St Suite 7700 Chicago IL 60601 Parking & Valet Services 365363 29 185714 0 5631637 0 59336132 31434146 1377900 96587629 Patient, Clinical and Laboratory Services 622000 230996194 225908706 5087488 0 Research 541700 3795115 3795115 0 0 13405752 13298121 107631 0 248197061 5121836 0 0 5121836 0 0 0 0 289140 0 0 289140 13773 0 0 0 13773 0 13773 0 0 13773 57692452 0 58225023 179762 -532571 -179762 -712333 0 0 -712333 765863 5631637 2816525 -2050662 0 -2050662 Cafeteria 722212 578695 0 0 578695 School - for chronically ill children K-8 611110 506587 0 0 506587 0 0 0 0 1085282 348531726 243001942 5195119 3747036 0 0 0 0 0 0 0 0 8354061 5215926 1934711 1203424 0 0 0 0 148774405 127974537 17467992 3331876 7167704 6165601 841579 160524 11383764 9402863 1433624 547277 9359978 8529477 600296 230205 0 0 0 0 1065824 164099 869538 32187 222095 0 222095 0 215643 0 215643 0 309727 309727 452009 0 452009 0 16074814 15230884 626041 217889 3380482 2998617 23099 358766 4631214 3003215 317982 1310017 6398895 5911765 216124 271006 0 0 0 0 7646564 5653113 1377618 615833 1412455 1215339 31161 165955 0 0 0 0 770864 577061 119879 73924 3738500 3580626 138904 18970 0 0 0 0 12268867 10533343 1514649 220875 1134616 0 1134616 0 Medical and drug supplies 107523658 106801303 722197 158 Central supply and distribution for medical supplies 0 1156923 -1156923 0 Collaborative research agreements 5909649 5909649 0 0 UBIT 990T 151966 151966 0 0 11717786 9378276 2197133 142377 370065540 329554583 31299967 9210990 386000 1153000 40121000 13366000 41610000 43012000 39403000 43575000 0 0 0 0 0 0 2917000 3744000 2777000 3235000 231079000 143851000 77190000 87228000 118221000 104621000 30596000 31392000 0 0 0 0 84934000 85805000 438155000 417131000 26315000 26752000 0 0 2278000 2474000 17958000 15199000 0 0 0 0 73300000 70735000 0 0 38260000 37640000 158111000 152800000 X 109804000 103053000 170240000 161278000 280044000 264331000 438155000 417131000 -21533814 5820814 0 0 0 0 X 0 1 X 1 1 1 X 96842809 108627662 105909469 106054308 96587629 514021877 0 0 0 0 0 0 0 0 0 0 0 0 96842809 108627662 105909469 106054308 96587629 514021877 0 514021877 5439979 1869246 5175995 3316888 5424750 21226858 262278 228845 272332 518751 548024 1830230 1243015 1281950 925251 1103869 1085282 5639367 542718332 248197061 0.94712 0.94851 X Schedule A, Part II, Line 10 National Jewish Health, a 170(b)(1)(A)(iii) organization and 501(c)3 is not required to complete this portion of Schedule A. National Jewish Health is voluntarily completing the schedule in order to qualify for Special Rule Reporting regarding Schedule B. As such National Jewish will be required to report contributions over 2% of total contributions for FY2023 (Part VIII line1) on Part B. Qualifying contributions have been attached on Schedule B for FY2023. Total other income includes cafeteria and school tuition. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 215643 0 0 215643 0 Schedule C, Part II-B, Line 1 National Jewish Health is continually expanding its research programs. To assist in this goal, representatives of National Jewish Health identify potential sources of funding, then market and promote National Jewish Health research scientists and programs as worthy recipients of these funds. The marketing efforts, both state and nationwide, can include working with the various congressional representatives and agencies that oversee research funding. National Jewish Health also uses lobbyists to lobby congressional representatives on healthcare issues with impact on the health care of our patients. National Jewish Health is a member of the Colorado Hospital Association (CHA) who represents over 100 hospitals and health systems throughout Colorado. As a member, National Jewish Health benefits from CHA's many resources and from their advocacy and representation at the state and federal level. National Jewish Health is also a member of the American Hospital Association (AHA) who serves as an advocate for its members and acts as a conduit through which hospitals share best practices. 119613000 751000 6262000 0 21436000 0 105190000 133492000 739000 -10105000 0 4513000 0 119613000 110731000 1920000 22371000 0 1530000 0 133492000 110149000 9136000 1524000 0 10078000 0 110731000 105022000 3969000 4457000 0 3299000 0 110149000 0.3618 0.613 0.0252 0 0 0 13171000 13171000 0 109112000 63027000 46085000 0 0 0 0 0 107676000 80728000 26948000 0 1120000 96000 1024000 87228000 Alternative Investments 31392000 F 31392000 Right of use assets - building finance lease 68898000 Right-of-use assets - operating leases 5809000 Contributions receivable 6568000 Other assets 4338000 Right-of-use assets - financing leases 192000 85805000 0 Due to Related Organizations 8567000 Liabilities Under Split Interest Agreements 8540000 Estimated 3rd Party Payor Settlements 3684000 Refundable Advances 5346000 Other Liabilties 5171000 Operating and Finance Lease Liabilities 6332000 37640000 353899742 5820025 0 0 0 5820025 348079717 452009 0 452009 348531726 369613531 0 0 0 0 0 369613531 452009 0 452009 370065540 Schedule D, Part V, Line 4 National Jewish Health Endowment funds are used to support our mission. Many funds are restricted by the donor for purposes such as immunology research, indigent care, fellowships and faculty support. Unrestricted funds are used for the area of greatest need as established by the Board of Directors. X X X X X X X 1 Fuse LLC 12355 Sunrise Valley Drive Suite 24 Reston VA 20190 Fuse provided account strategy and production management services for the fiscal year ended June 30, 2023. Additional fundraising expenses are paid to Fuse for printing, postage, letter shop work, etc. based on the contract terms. These fees totaled $692,119 for the same period and were listed separately on each invoice. 0 1777430 309727 1467703 1777430 309727 1467703 AK AL AR CA CO CT FL GA HI IL KS KY MA MD ME MI MN MO MS NC ND NH NJ NM NV NY OH OK OR PA RI SC TN UT VA WA WI WV Beaux Arts Ball 2072371 1955996 116375 0 0 38839 223685 201053 193758 NY Real Estate Gala 1617713 1526798 90915 0 0 21427 144121 249592 271300 18 2707416 2148843 558573 0 0 421296 491209 188862 371383 6397500 5631637 765863 0 0 481562 859015 639507 836441 2816525 -2050662 1 1 0 1 X 1 1 0 1 1 78522 78522 0.0002 31799965 21429860 10370105 0.0304 1032004 163020 868984 0.0025 0 0 32910491 21592880 11317611 0.0331 2862470 908022 1954448 0.0057 3304913 183809 3121104 0.0091 4556665 1656855 2899810 0.0085 76258101 58326354 17931748 0.0525 8710 8710 0 0 0 86990859 61075040 25915820 0.0758 0 0 119901350 82667920 37233431 0.1089 1 1394662 0 42807821 74120302 -31312481 X 1 1 1 1 National Jewish Health 1400 Jackson Street Denver CO 80206 www.njhealth.org 0104MU X X X National Jewish Health 1 0 0 1 X X X X X X X X X 22 1 0 0 1 X www.nationaljewish.org/about/community-health-needs-assessment/chna2022 1 22 1 www.nationaljewish.org/getattachment/about/Community-Health-Needs-Assessment/NJH-CHIP-2022.pdf 0 0 1 X 0 400 X X X X X 0 1 X X X 1 X www.njhealth.org X www.njhealth.org X www.njhealth.org X X X X X X X 1 X 0 X X X X 0 X X 0 0 Schedule H, Part V, Section B, Line 5-National Jewish Health In each of the past three years, community benefit discussions were held using a virtual format that had been introduced during the pandemic and proved of value to continue. The 2021 and 2022 meetings were held in June each of those years. The 2023 meeting was held May 23, 2023. The meetings included an overview of National Jewish Health community health efforts and created an opportunity for community members - organizations and individuals - to ask questions and share their input about priorities, needs and desires for improved community health. Questions were solicited in advance to help guide the content provided. National Jewish Health senior leadership and community outreach leadership led an overview of the programs that provide community benefit. Following the 2023 meeting which was virtually attended by individual citizens and representatives of several community organizations and government entities, National Jewish Health also surveyed several entities to gather additional information, including the Colorado Coalition for the Homeless, Early Child Pediatrics, Denver Health Community Health Clinics-Family Medicine and Pediatrics, 2040 Partners for Health, Clincia Tepeyac, STRIDE Community Health Center, and Salud Family Health Centers. Schedule H, Part V, Section B, Line 11-National Jewish Health National Jewish Health leadership has chosen to direct its time, resources, and extraordinary expertise to address several specific areas, including Pediatric Asthma, Long COVID, Education, and Access to Specialty Care. National Jewish Health is addressing Pediatric Asthma through improving access through telehealth, investing in and expanding its staff of pediatric allergists and pulmonologists and extending the Pediatric Asthma Tune Up and Wellness Program. This last program was developed by National Jewish Health to reach more remote parts of our state as well as urban areas with need. National Jewish Health is continues to focus on patients suffering from Long COVID by providing comprehensive care for those with Long COVID symptoms, expanding the number of physicians and nursing staff treating patients with Long COVID, and growing knowledge of Long COVID through multiple areas of research. National Jewish provides education to patients and their families on how to manage asthma and other respiratory diseases through providing active training programs to health care professionals, expanding access to patient education classes and support groups, and growing its robust library of health content, authored exclusively by experts at National Jewish Health. In addition, National Jewish Health operates a free K-8 school for up to 90 chronically ill children on the organization's main campus. The school teaches predominantly low-income and minority students and their families about how to manage their diseases, provides onsite highly skilled health care professionals to provide a safe learning environment, while the students fully participate in a full schedule of academic studies. The program helps the students catch up on lost ground caused by absences as a result of their asthma and other chronic diseases, as well as learning how to manage their illness throughout their lives. National Jewish Health is addressing Access to Specialty Care by opening the Immediate Care Center to triage acutely sick patients and members of the community, treat them or transport them to inpatient or emergency services. Additionally, National Jewish Health is focusing on recruiting and hiring faculty and staff, and delivering patient care expertise at more locations. National Jewish Health will continue to expand new programs for cardio-oncology, pediatric wellness and existing programs in pulmonary hypertension and scleroderma. National Jewish Health has expanded the radiology capabilities by adding new state-of-the-art MRI and CT equipment-services that address needs for a wide variety of illnesses and keeps those services local to the community. Schedule H, Part V, Section B, Line 14-National Jewish Health National Jewish Health's full and plain language FAP includes the items used for eligibility criteria; Federal Poverty Guidelines (FPG) and liquid assets. The result of the formula "Liquid Assets (less a $2,500 allowance per family member) at a minimum of -0- + annualized income - annualized medical expenses (including health insurance premiums)" is compared to the FPG levels to determine the discount percent allowed. The chart is included with the FAP plan summary on the National Jewish Health website (njhealth.org). This discount percent is applied to the self-pay portion of the charges and that amount is deducted from the patient balance. Schedule H, Part V, Section B, Line 16g-National Jewish Health National Jewish Health - When patients inquire about financial assistance at various admission locations, the personnel refer them to the Financial Counselor's Office in the main admissions area. The counselors discuss the various assistance programs (including Medicaid, CICP, and the National Jewish Financial Assistance Program), pre-screen patients, and help them prepare applications. National Jewish Health FAP plain language paper copies are located in the Financial Counselor's office. Phone numbers and the url to the website are on the patient private pay bills and signs are displayed in the admission area. Schedule H, Part V, Section B, Line 16j-National Jewish Health National Jewish Health has a team dedicated to community outreach. This team meets with safety net clinics and members of the community at large to raise awareness of our clinical services and the financial assistance that we provide. To ensure that we are meeting the needs of our community and to raise awareness of the financial assistance we offer, we have meetings with civic groups, safety net clinics and community leaders. National Jewish Health physicians also provide care at safety net clinics and at hospitals throughout the area helping raise awareness of the clinical programs and financial assistance National Jewish Health provides. 2 National Jewish Health South Denver 499 East Hampden Ave Suite 300 Englewood CO 80113 Adult Speciality Outpatient Clinic National Jewish Health Highlands Ranch 8671 South Quebec Street Suite 120 Highlands Ranch CO 80130 Adult and Pediatric Speciality Outpatient Clincic Schedule H, Part I, Line 3c National Jewish Health is a voluntary participant in the Colorado Indigent Care Program (CICP) and has modeled their Financial Assistance Policy after the program. Pursuant to CICP guidelines, patients pay a minimal co-pay for care. National Jewish Health believes charging a minimal co-pay causes patients to be a full participant in their healthcare plan. For the National Jewish Health Financial Assistance program (FAP) National Jewish Health reviews income and liquid asset levels to determine patient financial need and discounts. Liquid assets (less an allowance based on family size) are added to annualized income (less annual medical expenses) to compare to the FPG. Through this formula National Jewish Health take into account medical indigence. Schedule H, Part I, Line 7 National Jewish Health conducts an annual study to determine the costs of all major programs. Through this study, which allocated specific costs across major programs, we determine the cost of clinical care. This ratio is multiplied by the total bad debt charges to determine cost. It is the same methodology used to determine cost of free and reduced care. National Jewish Health classifies accounts as bad debt at the end of the collection cycle once contractual adjustments, financial assistance, and payments have been applied. An account is considered bad debt after all reasonable collection efforts have been made. Schedule H, Part III, Section A, Line 2 The bad debt on line 2 is calculated at a cost to charge ratio, so is listed at an estimated cost lost. All accounts written off for private pay or underinsured patients who are determined to be uncollectible are considered implicit price concessions since we accept patients regardless of their ability to pay. The amount listed in line 2 is actually a reduction to gross revenue on our audited financial statements- as a price concession to reach net revenue. The note discussing Patient Revenue includes all related information and in footnote 3 of the audited financial statements. Schedule H, Part III, Section A, Line 4 Consistent with FASB 605 and 606, revenue is recorded net of price concession, including bad debt. Bad debt is not reported on the financial statements, except when financial positions change for patients after their date of service. Financial Bad Debt was -0- for FY23 so as such there was no footnote. Schedule H, Part III, Section B, Line 8 National Jewish Health is committed to providing specialty care to seniors. Patients benefit from extensive time with their healthcare providers, multi-specialty care focused on the whole patient, comprehensive patient education, rehabilitation and thorough diagnostic work-ups and treatments. This care is expensive and many aspects of it are not reimbursed adequately from Medicare. Many patients come to us as a last resort. The ability to access our care without regard to the limitations of insurance is an important benefit to these patients and to their community. Schedule H, Part III, Section C, Line 9b National Jewish Health screens for financial assistance policy (FAP) eligibility for 240 days after the first self-pay balance statement. During the first 120 days National Jewish Health collects on all accounts (excluding extraordinary collection practices) - until a patient applies for financial assistance. If they are found eligible, the discount is calculated and applied, the balance due is determined and normal collection practices resume for the remaining balance. During the last 120 days, if a patient applies for National Jewish Health financial assistance, all collection efforts (including any extraordinary collection practices) are suspended. If the patient is determined to be FAP eligible, any extraordinary collection efforts are reversed, the discount is calculated and applied, the balance due calculated, and normal collection efforts are resumed for this balance. Schedule H, Part VI, Line 2 National Jewish Health scrutinized published health data, held community input sessions, surveyed community health providers and consulted with our own faculty, who have extensive contacts and experience with the community, to understand the outstanding health needs of residents in our community. National Jewish Health also interacts with other hospitals in the area as projects or needs are identified. Schedule H, Part VI, Line 3 National Jewish Health maintains a financial counseling department designed to help patients obtain needed assistance. The counselors inquire about financial need and educate patients on the various assistance programs available to them, including National Jewish's own financial assistance program, Colorado Indigent Care Program, and Hospital Discounted Care Program (HDC). The counselors are available to assist patients in applying for need based on programs and in establishing payment plans and options. Schedule H, Part VI, Line 4 As a specialty hospital focused on respiratory, cardiac, immune, and related diseases, National Jewish Health serves a very diverse community. The main National Jewish Health campus is located in central Denver neighborhood at 1400 Jackson Street. Adult and pediatric patients come to National Jewish Health from the local community as well as from throughout the State of Colorado and nationally. Since tobacco addiction is a significant contributor to the disease burden of our patients, National Jewish Health operates tobacco cessation programs for the Denver community and in 21 other states. Schedule H, Part VI, Line 5 National Jewish Health invests significant resources in meeting the healthcare needs of our community. Since our founding almost 125 years ago, when National Jewish Health was a free hospital for the care of indigent TB patients, National Jewish Health has been committed to meeting the medial needs of the under served in the community. National Jewish Health is only one of a handful of outpatient clinics in the area that schedules patients for services on a first come, first served basis regardless of ability to pay. All patients are provided a full scope of diagnostic and therapeutic services without regard to the patient's financial need. Our clinicians serve at multiple locations throughout the state in order to ease access to our services. As a teaching institution, our faculty educates and trains tomorrow's doctors, nurses, and other healthcare staff. Every year, National Jewish Health spends millions of dollars to conduct the full continuum of research from basic science to clinical application. National Jewish Health operates a K-8 school on our campus exclusively for chronically ill children with special medical needs. To our knowledge, it is the only school of its kind on a healthcare campus in the country. Overwhelmingly the students at the school live in poverty and qualify for free or reduced lunches. National Jewish Health offers free lung testing around the country. We subsidize programs throughout the community including an inner city asthma program in the Denver Public Schools, an Asthma Took Kit program for the western slope and a free asthma care and teaching program in the lower income communities of Colorado. National Jewish Health has created a comprehensive multi-disciplinary ALS (amyotrophic lateral sclerosis or Lou Gehrig's disease) program to meet the needs of patients in Colorado and Rocky Mountain Region who suffer from this very rare but severely debilitating condition. The care of these patients is exceptionally challenging and requires the coordinated input of physicians and other health care providers with specific expertise in ALS from multi-specialties including Neurology, Pulmonology, Palliative Care, Rehabilitation Services, Speech and Swallow Therapy, Gastroenterology, Nutrition and Nursing. National Jewish hosts one of only a handful of such programs in the Rocky Mountain region and invests hundreds of thousands of dollars in this critical community need annually. As a not-for-profit institution our Board of Directors, all of whom are community leaders, are heavily involved in the direction and strategies of furthering our mission "to heal, to discover, and to educate". The Colorado House and Senate unanimously recognized National Jewish Health for our vital role in serving the health needs of Colorado citizens. Throughout the COVID-19 pandemic, National Jewish Health kept its outpatient clinics open, provided testing to patients and the general public, and provided COVID-19 specific clinical programs for children and adults to treat both actively infected and recovering patients, including monoclonal antibody therapies. National Jewish Health quickly set up operations to provide vaccinations following the state's prioritization phases as soon as it received its first doses of the COVID-19 vaccine in December 2020. To facilitate the needs of the community and the general public, National Jewish Health set up a drive-thru vaccination site on its campus parking lot and partnered with a local university for high volume vaccination events. National Jewish Health also collaborated with groups in underserved communities and set up a site at a local church for several vaccination events. National Jewish Health continues to focus on post-COVID recovery efforts in specialized clinics. X X X X X X 0 1 0 0 0 0 0 0 0 Michael S Salem MD President and CEO, BOD Member 1281665 0 1227650 0 15000 0 27000 0 31264 0 2582579 0 0 Gregory Downey MD EVP Academic Affairs & Provost 656739 0 242789 0 0 0 42800 0 31264 0 973592 0 0 Rao Mushtaq MD Assistant Professor, Division of Oncology 691654 0 0 0 0 0 41000 0 37876 0 770530 0 0 Christine K Forkner EVP Corproate Affairs and CFO, Ass't Treasurer 480583 0 183667 0 0 0 26000 0 38928 0 729178 0 0 Stephen Frankel MD EVP Clincial Affairs & CCO 454870 0 175376 0 0 0 25992 0 38928 0 695166 0 0 Jeffrey King MD Chief, Divison of Gastroenterology 608204 0 0 0 0 0 41000 0 43045 0 692249 0 0 Kevin K Brown MD Chair, Department of Medicine 448092 0 139000 0 0 0 47500 0 33158 0 667750 0 0 Glenn Hirsch MD Chief, Division of Cardiology 558804 0 0 0 0 0 42000 0 38928 0 639732 0 0 Luciano Lemos-Filho MD Assistant Professor, Divison of Pulmonology 385077 0 135465 0 0 0 36000 0 38928 0 595470 0 0 0 Mohammed Salhab MD Assistant Professor, Division of Oncology 525902 0 0 0 0 0 41000 0 16845 0 583747 0 0 0 Pamela L Zeitlin MD PhD Chair, Department of Pediatrics 390915 0 121000 0 0 0 27000 0 26200 0 565115 0 Lisa Tadiri Vice President Development 349144 0 120005 0 0 0 27000 0 38639 0 534788 0 0 Irina Petrache MD Chief, Division Pulmonology 438700 0 0 0 0 0 47500 0 31264 0 517464 0 0 Carrie A Horn MD Chief Medical Officer 355361 0 90000 0 0 0 41000 0 26200 0 512561 0 0 Debra Dyer MD Chair, Department of Radiology 369249 0 74094 0 0 0 26000 0 31264 0 500607 0 0 Kristi Melton VP Clinical Business Operations 306229 0 67500 0 0 0 26000 0 29915 0 429644 0 0 Philippa Marrack PhD Chair, Department of Immunology and Genomic Medicine 204786 0 70000 0 0 0 0 0 22735 0 297521 0 0 Schedule J, Part I, Line 4 During the year, Michael Salem MD, Gregory Downey MD, Christine Forkner and Stephen Frankel MD were participants in a supplemental nonqualified retirement plan. The participants did not receive any payments from the plan. A Colorado Health Facilities Authority 840752932 196474V98 2005-01-20 13500000 Construction of a clinical and research facility 0 0 0 B Colorado Health Facilities Authority 840752932 19648AXX8 2012-03-20 28176276 Refunding of the Series 1998 and 1998B CHFA Bonds dated 4/1/98 and 11/1/98, respectively 0 0 0 A 1800000 0 13500000 782800 0 0 225000 15000 0 1244200 0 0 2007 0 0 1 1 B 0 0 28176276 2704750 0 0 466581 0 0 0 25004945 0 1 0 1 1 A 0 0 0 1 0 0.0049 0 0.0049 0 0 0 A 0 0 0 1 1 0 0 0 1 B 0 0 0 1 0 0 0 0 1 A 1 B 1 Schedule K, Part IV, Line 2c-01/20/2005 13,500,000 Colorado Health Facilities Authority Kutak Rock Arbitrage Consulting prepared the report concerning the arbitrage rebate liability on May 27, 2020, which concluded there was no arbitrage rebate liability as of January 20, 2020. The next rebate calculation is January 20, 2025. Schedule K, Part IV, Line 2c-03/20/2012 28,176,276 Colorado Health Facilities Authority Kutak Rock Arbitrage Consulting prepared the report concerning the arbitrage rebate liability on March 20, 2022, which concluded there was no arbitrage rebate liability as of March 20, 2022. The next rebate calculation is March 20, 2027. Lisa Cicutto Spouse of EVP of Academic Affairs (key employee) 197850 Salaried employee 0 Jane Baer Family member of Board member 47084 Salaried employee 0 X 25 1003057 Fair Market Value X Auction Items 332 374842 Fair Market Value 0 0 1 0 Schedule M, Part I, Line 9 National Jewish Health is reporting the number of contributions of publicly traded securities. Schedule M, Part I, Lines 25-28 National Jewish Health is reporting the number of other noncash contributions. Form 990, Part VI, Section A, Line 2 The following officers, directors, trustees, or key employees have a family or business relationship with another officer, director, trustee or key employee: Barker, Geoff - business relationship, Brownstein, Norman - business relationship, Chotin, Robin - family relationship, Chotin, Ross - family relationship, Demby, Steven - business relationship, Dodge, R Statnon - business relationship, Feiner, Michael - business relationship and family relationship, Feiner, Daniel - family relationship, Levin, Bradley - business relationship, Parks, Brian - business relationship, Paul, Kathryn - business relationship, Richardson, Blair - business relationship, Robinson, Eddie - business relationship, and Zucker, Evan - business relationship. Form 990, Part VI, Section A, Line 4 National Jewish Health updated their corporate bylaws in FY20. Form 990, Part VI, Section B, Line 11b The form was prepared by the Finance Staff and was reviewed by the Executive Director of Financial Reporting, EVP Corporate Affairs/Chief Financial Officer and President/Chief Executive Officer. It was distributed to the National Jewish Health Board of Directors prior to issuance. Board members are not required to review the form prior to filing. Form 990, Part VI, Section B, Line 12c National Jewish Health requires all employees and board members to complete a conflict of interest (COI) declaration statement annually. All statements with COI's are reviewed by the Chief Compliance Officer (CCO) or Compliance Office designee. The General Counsel is the CCO. When conflicts are present, the CCO or designee develops a plan to either eliminate the conflict or develop a plan to manage the conflict. Conflicts involving the CEO would be taken to the Chairman of the Board for resolution. If the EVP Corp Affairs/CFO had a conflict, it would be resolved by the CEO. Board member conflicts are reviewed by the Audit Committee. Board members with conflicts are asked to recuse themselves from any Board deliberations, decisions, or negotiations related to their conflict. The National Jewish Health conflict of interest policy is available on the National Jewish Health website. Form 990, Part VI, Section B, Line 15 Executive compensation decisions are made by the Compensation Committee of the Board of Directors. The committee relies on a combination of reports of an independent compensation consultant and independent third-party survey data for similarly qualified individuals in comparable positions at similarly situated organizations. Contemporaneous documentation is maintained on committee deliberations and decisions. Form 990, Part VI, Section C, Line 19 National Jewish Health's Articles of Incorporation are available to the general public through the Colorado Secretary of State's office. The most recent audited financial statements and other financial statistics are available on the National Jewish Health website and the Electronic Municipal Market Access system (EMMA). National Jewish Health does not make its Bylaws available to the public. The National Jewish Health Conflict of Interest & Commitment Policy is available on the National Jewish Health website. National Jewish Illiquid Asset Holding Company 1400 Jackson Street Denver CO 80206 742044647 Property Holding CO 0 0 N/A NJH SJH INC 500 Eldorado Blvd Suite 4300 Broomfield CO 80021 471194849 Support combined clinical operations CO 501(c)(3) 12a, I Intermountain Health 0 MS NJH Administrative Services LLC One Gustave L Levy Place New York NY 10029 364826263 Support the two related organizations in treating all forms of respiratory illness. DE 501(c)(3) 12a,I None 0 JH NJH Administrative Services LLC 834 Walnut Street Suite 650 Philadelphia PA 19107 Support the two related organizations in treating all forms of respiratory illness. DE N/A Related 0 0 0.5 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1