2024-11-11T09:28:23-06:00 2023-12-31 990 2023-01-01 160756336 Mercy Hospital of Buffalo MERC 7168282974 144 Genesee Street Buffalo NY 14203 Russell Edwards VP Finance/Corp. Controller 7169232968 2024-11-11 0 2023 2024-10-15 13:58:12Z Joyce Markiewicz 144 Genesee Street Administration 6th Floor Buffalo NY 14203 480225189 0 X www.chsbuffalo.org X 1957 NY The Mission of Mercy Hospital, as part of the Catholic Health System (CHS) in Western New York, is to provide quality healthcare services in an acute care setting. Committed to a common mission, the providers of Mercy Hospital continue the healing ministry of Jesus, seeking to improve the health of individuals and communities. We provide high quality service that has reverence, compassion, justice, and excellence. The 2023 Community Service Plan can be found at https://www.chsbuffalo.org/about-us/community 14 9 2760 78 1091718 0 7259101 14623232 399828714 460924005 755195 1396028 1037622 3281924 408880632 480225189 0 0 0 0 241008798 239271493 0 0 0 247602153 257793844 488610951 497065337 -79730319 -16840148 261406561 268555572 460510035 495006594 -199103474 -226451022 X The Mission of Mercy Hospital, as part of the Catholic Health System (CHS) in Western New York, is to provide quality healthcare services in an acute care setting. Committed to a common mission, the providers of Mercy Hospital continue the healing ministry of Jesus, seeking to improve the health of individuals and communities. We provide high quality service that has reverence, compassion, justice, and excellence. The 2023 Community Service Plan can be found at https://www.chsbuffalo.org/about-us/community 0 0 248175019 262849710 Inpatient Routine/Surgery Visits: Acute Care Patient Days = 82,260Newborn Patient Days = 5,217Skilled Nursing Patient Days = 30,188IP Surgeries = 5,567 185046472 195988347 Outpatient Routine/Surgery Services:Emergency Visits (Net of Admits) = 56,952Referred Ambulatory Visits = 116,694Operating Room = 4,593G.I. Laboratory = 399MAPU = 330Interventional Radiology = 580Cardiac (EP & Catheterizations) = 3,900 1969491 2085948 Clinic/Primary Care Services:Primary Care Visits = 595Clinic Visits = 3,046 435190982 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 1 0 1 154 0 1 2760 1 0 0 0 0 0 0 0 0 0 0 X 14 9 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X X Russell Edwards VP FinanceCorp Controller CHS 7169232968 144 Genesee Street Buffalo NY 14203 Walter Ludwig Director 0.00 55.00 X 0 370404 61647 Alexis Agnello Director 0.00 4.00 X 0 0 0 Aaron Chang Director 0.00 55.00 X 0 265331 23590 Charles Urlaub Director 0.00 55.00 X 0 486698 75182 Sister Marcia Ann Fiutko Director 0.00 4.00 X 0 0 0 Nelson J Grimm PhD Director 0.00 4.00 X 0 0 0 Emily H Jerge MS RN CHSE Director 0.00 4.00 X 0 0 0 Toni Murphy DO Director 0.00 4.00 X 0 0 0 Carol Heckman Esq Director - Chair 0.00 8.00 X 0 0 0 Monsignor Robert E Zapfel Director - Vice Chair 0.00 4.00 X 0 0 0 Mark Sullivan President & CEO 0.00 55.00 X X 0 1635876 104188 Martin Boryszak Senior VP of Acute Care & 0.00 55.00 X X 0 597531 56537 Douglas Bean Director 0.00 4.00 X 0 0 0 Russell Edwards VP Finance & Corporate Con 0.00 55.00 X 0 231584 20105 Anthony Burgio Director 0.00 4.00 X 0 0 0 Adam Dean Director 0.00 4.00 X 0 0 0 Joyce Markiewicz Chief Business Development Officer President & CEO 0.00 55.00 X 0 1086472 81890 David Macholz Chief Finance Officer 0.00 55.00 X 0 672043 80342 Rebecca McCormick Boyle Chief Integration Officer 0.00 55.00 X 0 256911 27612 Bartholomew Rodrigues Chief Mission Officer 0.00 55.00 X 0 277358 62942 William Pryor Executive VP, Chief Admin. 0.00 55.00 X 0 524095 68469 James M Garvey Executive VP, Chief Operat 0.00 55.00 X 0 773675 66683 Hans Cassagnol Executive VP, Chief Clinical Officr Chf Phys Exec 0.00 55.00 X 0 655794 62247 Dr Michael Galang Senior VP, Chief Informati 0.00 55.00 X 0 513743 72873 Leonardo Sette-Camara General Counsel - Secretar 0.00 55.00 X 0 340468 46568 Lisa Cilano Senior VP, RMC & Business 0.00 55.00 X 0 352866 114286 Dr Lee Guterman Physician 55.00 0.00 X 801365 0 58400 Dr Jiantao Xiao Physician 55.00 0.00 X 792516 0 42061 Dr Jay Bolnick Physician 55.00 0.00 X 845569 0 37481 Dr Harsh Jain Physician 55.00 0.00 X 813366 0 47009 Dr Stephen Downing Physician 55.00 0.00 X 837861 0 60032 4090677 9040849 1270144 477 0 1 0 BUFFALO MEDICAL GROUP 325 ESSJAY RD WILLIAMSVILLE NY 14221 Physician Services 6713050 LOCUMTENENSCOM LLC 2575 NORTHWINDS PKWY ALPHARETTA GA 30009 Healthcare Staffing Services 6135989 TRIMEDX 5451 LAKEVIEW PKWY S DRIVE INDIANAPOLIS IN 46268 Healthcare Services 5552172 SOUND PHYSICIANS 1498 PACIFIC AVENUE SUITE 400 TACOMA WA 98402 Physician Services 3416587 TELCO CONSTRUCTION INC 500 BUFFALO RD EAST AURORA NY 14052 Construction Services 3394544 71 13698210 925022 14623232 Medicaid/Medicare 900099 238217063 238217063 Patient Care Services 900099 222706942 222706942 460924005 1396028 304016 1091718 294 313499 0 313499 313499 313499 Shared Service Revenue 900099 2464494 2464494 Cafeteria Revenue 900099 994138 994138 Net Periodic Pension Cost 900099 -1599062 -248063 -1350999 1108855 116682 992173 2968425 480225189 463561134 1091718 949105 196132204 182649329 13482875 5593685 5209154 384531 25834876 24058888 1775988 11710728 10905688 805040 1221827 1064304 157523 13127 13127 22059451 21426279 633172 61311 31264 30047 10653539 3903938 6749601 148300 -19291 167591 7264967 5448725 1816242 9354 8668 686 25607 25408 199 3386375 2598419 787956 12565315 9641564 2923751 7337618 6567680 769938 Medical Supplies 94390228 94884479 -494251 Dues & Shared Services 72863320 52461590 20401730 Purchased Services & Ot 21203920 10529498 10674422 Other Supplies-Non Medi 4589585 3795398 794187 497065337 435190982 61874355 0 174984 15222089 28231029 22939362 58962020 63834479 10630965 11192349 410900 386877 283362534 185397249 96588720 97965285 3008977 0 895380 1041087 62503586 55974044 261406561 268555572 62156938 64485318 2150000 24700 89998538 89259533 4517270 6172610 301687289 335064433 460510035 495006594 X -200838206 -228063632 1734732 1612610 -199103474 -226451022 261406561 268555572 X -16840148 -10507400 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 13127 13127 0 Part II-B, Line 1: Lobbying expenses of $13,127 represent the total of dues paid to national and state associations that is specifically allocable to lobbying. Mercy Hospital does not participate in or intervene in (including the publishing or distributing of statement) any political campaign on behalf of (or opposition to) any candidate. 1419223 1419223 75277278 47958175 27319103 77236595 36047688 41188907 120029308 100897485 19131823 9400130 493901 8906229 97965285 Other Receivables 568193 Due from Affiliates 1652799 Interest in the Net Assets of Mercy Hospital Foundation Inc 2867408 Insurance Recoveries 36687171 Operating Lease Right of Use Assets 11180945 Obligated FEMA Revenues 3017528 55974044 Debt Issuance Costs -1176682 Due to Affiliates 127475306 LT Disposables 571978 Asset Retirement Obligation 7593804 Accrued Pension Obligation 119151855 LT Gen Liab/Workers Comp IBNR 70198473 Operating Lease Liabilities 11249699 335064433 479909965 609798 609798 479300167 925022 925022 480225189 497621878 556541 556541 497065337 0 497065337 Part XI, Line 2d - Other Adjustments: Foundation Revenue, Net of Eliminations - 609,798 Part XI, Line 4b - Other Adjustments: Contributions from Mercy Foundation to Mercy Hospital - 925,022 Part XII, Line 2d - Other Adjustments: Foundation Expenses (net of eliminations) - 556,541 1 1 X 1 X 1 X 1 1 1 0 1 1 3708191 29606 3678585 0.00740 92587413 59475409 33112004 0.06650 96295604 59505015 36790589 0.07390 84579 84579 0.00020 2009236 1573982 435254 0.00090 30924743 15485885 15438858 0.03100 35362 35362 0.00010 33053920 17059867 15994053 0.03220 129349524 76564882 52784642 0.10610 65254 65254 0.00010 65254 65254 0.00010 0 56973041 59515301 -2542260 X 1 1 2 1 Mercy Hospital of Buffalo 565 Abbott Rd Buffalo NY 14220 www.chsbuffalo.org X X X X Ambulance, Ambulatory Surgery - Multi Specialty, 2 Mercy Ambulatory Care Center 3669 Southwestern Blvd Orchard Park NY 14127 www.chsbuffalo.org X X X X Clinical Laboratory Service, Emergency Department, Mercy Hospital of Buffalo 0 0 1 X X X X X X X X X 22 1 1 1 1 X See Part V, Line 7a Page 8 X 1 22 1 See Part V, Line 10a Page 8 0 1 X 200.000000000000 400.000000000000 X X X X 1 1 X X X X 1 X https://www.chsbuffalo.org/billing-insurance/financial-assistance X https://www.chsbuffalo.org/sites/default/files/files/billing/catholic-healt X https://www.chsbuffalo.org/sites/default/files/files/billing/catholic-healt X X X X X X X 1 X 0 X 1 X 0 0 Part V, Section A: Mercy Hospital:Audiology O/P Cardiac Catheterization (Adult Diagnostic)Cardiac Catheterization - Electrophysiology (EP)Cardiac Catheterization - Percutaneous Coronary Intervention (PCI)Cardiac Surgery - Adult Certified Mental Health Services O/P Clinic Part Time ServicesClinical Laboratory ServicesCoronary CareDental O/PEmergency DepartmentIntensive CareLevel II Perinatal CareMaternityMedical Service - Other Medical SpecialtiesMedical Services - Primary CareMedical Social Services Medical/Surgical Neonatal Continuing, Intensive & Intermediate Care Nuclear Medicine - Diagnostic Pediatric Physical Medical Rehabilitation Podiatry O/PRadiology - Diagnostic Renal Dialysis - Acute Respiratory CareStroke Center Therapy - Occupational, Physical O/P Therapy - Speech Language PathologyMercy Ambulatory Care Center:Medical Services - Other Medical SpecialtiesMedical Services - Primary CareMedical SurgicalRadiology DiagnosticTherapy - Physical O/P Part V, Section B Facility Reporting Group A Group A-Facility 2 -- Mercy Ambulatory Care Center Part V, Section B, line 5: * Erie County Health Department Assessed resources and determined that they would extend the 2019-2021Priorities for the 2022-2024 cycle due to the COVID-19 pandemic.* CHNA/CHIP Steering Committee Monthly meetings held starting in December of 2021. Delayed start due to resource allocation resulting from the global COVID-19 pandemic.* Consumer survey December 2021 through April 2022 1394 respondents, reviewed by zip code to ensure equitable geographic input.* Focus Groups March 2022* Professional Key Stakeholder Conversations Three held with total of 16 participants.* Community Conversations Five held, two of which were face-to-face with social distancing, facilitated by Erie County Health Department Staff as part of existing community groups.- Findings of surveys and focus groups were compiled and reviewed by the Steering Committee which is comprised of the hospitals, county representatives and other community organizations, each of which disseminated results to their networks, county contacts, and other organizations. The results continue to be shared with county and community leaders as the county works to support residents during this unprecedented time. * Catholic Health CHNA Summit June 13, 2022. Health system clinical and non-clinical leaders were invited to review and approve priorities identified through above processes. * Catholic Health Board Strategic Planning Committee Meeting July 11, 2022. The overall CHNA/CHIP process was highlighted and the selected health priorities were presented.* Catholic Health Mission Integration Committee September 7, 2022. The 2022-2024 health priorities and initiatives were presented and the reporting dashboard was discussed.* Catholic Health Ministry Services Board Meeting November 17, 2022. The CHNA reports and CHIP for each of the hospitals were presented and approved by the board members.* Catholic Health Board of Directors were informed of the Ministry Services Board's approval of the 2022-2024 CHNA reports and CHIP during the December 1, 2022 Board of Directors meeting.* All reports have been published electronically on the Catholic Health website (chsbuffalo.org) with hard copies available upon request from the Catholic Health Mission Integration office. Group A-Facility 2 -- Mercy Ambulatory Care Center Part V, Section B, line 6a: Lauri McCoy Catholic Health lmccoy1@chsbuffalo.orgBernadette Franjoine Catholic Health bfranjoine@chsbuffalo.orgKathleen Tompkins Kaleida Health ktompkins@kaleidahealth.orgBrian Meade Kaleida Health bmeade@kaleidahealth.org Group A-Facility 2 -- Mercy Ambulatory Care Center Part V, Section B, line 6b: Kelly Asher Smalt Erie County Health Department kelly.asher@erie.govLisa Neff American Heart Association lisa.neff@heart.orgKarl Wende Buffalo State College wendeke@buffalostate.eduCheryll Moore Erie County Health Department cheryll.moore@erie.govLaurene Tumiel Behalter University at Buffalo tumiel@buffalo.eduRenee Cadzow D'Youville College cadzowr@dyc.eduMary K. Comtois United Way of Buffalo & Erie County mary.k.comtois@uwbec.orgAlessandra Duarte Population Health Collaborative of WNY aduarte@phcwny.orgKelly Wofford Erie County Health Department kelly.wofford@erie.govArica Rouse Erie County Health Department aricayrouse@gmail.comMargaret Barbalato Erie County Health Department margaret.barbalato@erie.govAlan Delmerico Buffalo State University delmeram@buffalostate.eduJohn Gaeddert Erie County Health Department john.gaeddert@erie.govKaren Hall Population Health Collaborative of WNY khall@phcwny.org Group A-Facility 2 -- Mercy Ambulatory Care Center Part V, Section B, line 11: Catholic Health 2022-2024 Prevention Agenda Priorities and Disparity:In collaboration with the Erie County Department of Health and other community partners, the following priorities, goals, focus areas and interventions were selected for the Catholic Health Community Health Improvement Plans. Priority Area #1 and Priority Area #2 were priorities identified by the Erie County Department of Health and selected for our community collaboration. Catholic Health is required to align with at least two county Priority Areas as part of the CHNA process. Of note, the Niagara County Department of Health identified the same priorities.Priority Area #1: Prevent Chronic Diseases:Disparity: SocioeconomicFocus Area 1: Healthy Eating and Food SecurityOverarching Goal: Reduce obesity and the risk of chronic diseaseGoal 1.13: Increase the percentage of adults with perceived food securityPriority Area #2: Promote Well-Being and Prevent Mental and Substance Use Disorders:Disparity: SocioeconomicFocus Area 1: Promote Well-BeingGoal 1.2: Facilitate supportive environments that promote respect and dignity for people of all agesGoal 2.2: Prevent opioid and other substance misuse and deathsFocus Area 2: Prevent Mental and Substance Use DisordersGoal 2.2: Prevent opioid and other substance misuse and deathsPriority Area #3: Promote Healthy Women, Infants, and Children:Disparity: EthnicityFocus Area 1: Maternal and Women's HealthGoal 1.2: Reduce maternal mortality and morbidityFocus Area 2: Perinatal and Infant HealthGoal 2.2: Increase breastfeedingA comprehensive review of outcome data from a variety of state and national resources were reviewed as part of the CHNA process. Primary resources utilized included the New York Prevention Agenda Dashboard, data from the United States census reporting, the University of Wisconsin's Population Health Institute's County Health Rankings and Roadmaps, as well as others. Due to the proximity and nature of the interrelationships between Erie and Niagara counties, as well as the reach of the Catholic Health service area and goal for high level of inclusivity for community health, data from both counties is represented in the following report. This provides a more comprehensive view of the overall service area while still allowing county specific needs to be identified.The overall assessment process is a collaborative effort between Catholic Health, Erie County Department of Health, and other local organizations and hospitals. More than 15 organizations directly participated in planning meetings and feedback sessions and over 1,300 residents responded to the CHNA survey. Input was also solicited from a broad range of other community organizations, individuals, and groups. This input helped validate and bring focus to areas of specific need and disparity, as well as helped prioritize interventions to address the needs of those we serve. The completed assessment and analysis of the data provided a framework for the health system's overall implementation plan to support priority needs that were identified for the community over the next three years.The progress and overall improvement related to the Prevention Agenda priorities in the Catholic Health improvement plan will be monitored by the internal leaders who are coordinating the interventions identified by the teams to support the priorities identified and as outlined on the CHIP template provided by the New York State Department of Health. Catholic Health will submit updates on progress towards each intervention annually, or as requested. The county's steering committee representatives will also continue to meet at least annually and review progress as well as explore new opportunities to collaborate on to support the priority areas. The Prevention Agenda Dashboard will continue to serve as the primary resource to track latest available trending details and monitor outcome data. While Catholic Health is committed to serving the community through the CHNA priorities in this report, there are a number of needs that were not incorporated into Catholic Health's individual 2022-2024 Community Health Improvement Plan at this time for one or more of the following reasons:*Requires resources that Catholic Health does not currently have available without compromising other important initiatives.*Is being targeted or addressed by other entities within the community.*Was deemed not as impactful on the overall health of the community as compared to other identified needs.Should community circumstances change or additional resources become available, Catholic Health will consider incorporating other initiatives into its plan.The Community Health Needs Assessment and Community Health Improvement Plan processes are linked directly to requirements specified by the Federal Internal Revenue Service and the New York State Department of Health. Under the Patient Protection and Affordable Care Act of 2010, the Internal Revenue Service requires all state-licensed, tax-exempt hospitals to develop a Community Health Needs Assessment and Community Health Improvement Plan to maintain their Internal Revenue Code Section 501(c)(3) tax-exempt status. Similarly, New York State requires hospitals and local health departments to collaborate within their community to identify local health priorities and to plan and implement a strategy for local health improvement focused on the Prevention Agenda 2022-2024: New York State Health Improvement Plan.Part V, line 7a page 8: https://www.chsbuffalo.org/mission/social-responsibility-community-benefitPart V, line 10a page 8: https://www.chsbuffalo.org/mission/social-responsibility-community-benefit Group A-Facility 2 -- Mercy Ambulatory Care Center Part V, Section B, line 16j: Includes information in both English and Spanish on all signage and brochures for financial assistance. 5 1 - East Aurora Medical Center 94 Olean Street East Aurora NY 14052 Extension Clinic, Clinical Laboratory Service O/P, Radiology - Diagnostic O/ 2 - Mercy Outpatient Clinic ObGyn 515 Abbott Road Buffalo NY 14220 Extension Clinic, Medical Services - Primary Care 3 - Mercy Nursing Facility 55 Melroy Avenue Lackawanna NY 14218 Long Term Care, Clinical Laboratory Service O/P, Radiology - Diagnostic O/P 4 - Mercy Ambulatory Care Center 550 Orchard Park Road West Seneca NY 14224 Extension Clinic, CT Scanner, Clinical Laboratory Service O/P, Primary Medic 5 - Springville Primary Care Center 27 Franklin Street Springville NY 14141 Extension Clinic, Medical Services - Primary Care Part I, Line 6a: Mercy Hospital's Community Benefit Report is contained in the annual report prepared by the Catholic Health System. Part I, Line 7: Costing is a full step down methodology of cost from non-revenue producing departments to revenue producing departments', with assignment of cost to individual charge items based on volume and charge amount. All patient accounts are cost with the same methodology regardless of patient type (inpatient, outpatient, emergency room, etc.) or insurance coverage (Medicare, Medicaid, private insurance, uninsured, etc.). Part II, Community Building Activities: Community Building Activities for Mercy Hospital included Community support of $1,178. Part III, Line 2: The Hospital did not report bad debt on their financial statements, as they adopted ASU 2014-09 Revenue from Contracts with Customers in 2018. Upon adoption, the majority of what was previously classified as provision for bad debts and presented as a reduction to net patient service revenue on the statement of operations and changes in net assets is treated as an implicit price concession that reduces the transacton price, which is reported as net patient service revenue. Part III, Line 3: The Hospital did not report bad debt on their financial statements, as they adopted ASU 2014-09 Revenue from Contracts with Customers in 2018. Upon adoption, the majority of what was previously classified as provision for bad debts and presented as a reduction to net patient service revenue on the statement of operations and changes in net assets is treated as an implicit price concession that reduces the transacton price, which is reported as net patient service revenue. Part III, Line 4: The Hospital does not have a footnote that describes bad debt in the financial statements. Part III, Line 8: Mercy Hospital does not treat Medicare shortfall as a community benefit, as serving Medicare patients is not a differentiating feature of tax-exempt healthcare organizations. The existing community benefit framework allows community benefit programs that serve the Medicare population to be counted in other community benefit categories. Part III, Line 9b: The hospital's collection policies contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance. The hospital has implemented billing and collection practices for patient payment obligations that are fair, consistent, and compliant with state and federal regulations and no extraordinary collection practices are followed. Part VI, Line 2: In addition to its CHNA, Mercy Hospital as part of Catholic Health utilizes multiple methods to assess the health care needs of the communities it serves, including:* Evaluations administered by Mercy Hospital in coordination with the Catholic Health Community Education Department after each class, workshop, or program it sponsors seeking input on other programs or topics of interest participants would like to see. Based on this feedback, program planners meet with leadership to develop programs or workshops that match community interest/need;* Information management obtains from administrative data and payer mix to assist in evaluating the health needs and trends of the community * Evaluations administered by the Catholic Health Community Education Department after each class, workshop, or program it sponsors;* Patient, resident and caregiver satisfaction surveys;* Physician and leadership participation in community boards and forums to define health needs of patient populations; and*Catholic Health acute facilities have Patient Family Advisory Councils to provide opportunity for engagement and input into programs and services.* Participation in regional and state planning initiatives. Part VI, Line 3: Catholic Health's Mercy Hospital inform and educate patients and persons who may be billed for medical services about their eligibility for assistance under federal, state, or local government programs or our own Healthcare Assistance Program (HAP) in a variety of ways. For example, Mercy Hospital, like our other Catholic Health facilities, has posters and brochures available, which include eligibility and contact information for the Patient Financial Services Team. This information is available in admissions areas, emergency rooms, primary care and outpatient rehabilitation centers, the Administrative and Regional Training Center (ARTC) and other areas throughout Catholic Health where eligible patients and family members are likely to be present. This information is also on the website https://www.chsbuffalo.org/billing-insurance/financial-assistance and includes general information, our policy and application and is translated in Spanish and Arabic. In addition, information on financial assistance is included on our website.Mercy Hospital also provides information about financial assistance and Healthcare Assistance program (HAP) contact information to patients as part of the intake process and during or within 90 days of their discharge from the hospital via patient statements or outreach. To further assist patients, all patient bills include the following language: "If you need financial assistance: Catholic Health offers a healthcare assistance program to help those in need. For more details, call our Patient Financial Services Team at (716) 601-3600". For free, confidential assistance in applying for financial assistance, patients can also call our Patient Financial Services team at 716-601-3600. A counselor will work with them to see if they qualify for free or low-cost insurance or other financial assistance. For patients who do not have insurance and need care at a Catholic Health hospital, a registration clerk can put the patient in touch with one of our Certified Application Counselors. Interpreting services are also available for patients who do not speak English. We offer case management services, and our Certified Application Counselors who discuss with patients the availability of various government benefits, such as Medicaid or other state and federal programs, and assist patients and families with eligibility and applications when necessary. Part VI, Line 4: Mercy Hospital is located in Erie County. Catholic Health is a not-for-profit integrated healthcare delivery system that operates four acute care operations in Erie County (two facilities located within the City of Buffalo). Two facilities are in the first-ring suburban communities of Kenmore and Cheektowaga, and one is in neighboring Niagara County. In addition, Catholic Health has Home and Community Based Care, Primary Care Centers, as well as Diagnostic and Testing Centers. The target populations include our general community population including those who may be at risk or disadvantaged.Catholic Health serves eight counties of Western New York. Erie County, Catholic Health System's primary service area, consists of a mix of urban, suburban, and rural populations. It includes the City of Buffalo, New York State's second largest city, surrounded by a ring of older suburbs, further encompassed by a ring of newly developed suburbs, with rural communities on the outskirts.Erie County is a metropolitan center located on the western border of New York State covering 1,058 square miles and consisting of three cities and 25 town governments. Buffalo serves as the county seat of Erie County. The population of Erie County, New York in 2020 was 917,241, down 0.2% from 918,992 in 2016. For comparison, the US population grew 2% and New York state's population shrank by 1.5% during that 4 year period.The largest ethnic groups in Erie County are White (Non-Hispanic) 74.5% and Black or African American (Non-Hispanic) 12.8%. White (Hispanic) accounts for 1.78% of the population and Asian (Non-Hispanic) accounts for 1.1%. The largest minority populations reside in 11 zip codes within the city of Buffalo.Erie County residents account for approximately 80% of the health system's inpatient volume. Part VI, Line 5: One of the fundamental reasons for the creation of Catholic Health was to ensure the continued viability of faith-based health care to meet the needs of residents in Erie County, Niagara County and the surrounding communities. The Mission statement of Mercy Hospital, as part of Catholic Health - We are called to reveal the healing love of Jesus to those in need further articulates why we exist. Integral to this effort is caring for the needs of those who are poor and disadvantaged. The services provided by Mercy Hospital are in response to identified community needs and reflect the Hospitals' emphasis on caring for the underserved. The Hospital collaborates with other charitable organizations and social service agencies (i.e. Catholic Charities, Spectrum Human Services, Evergreen Health Services, Erie County Department of Health, Niagara County Department of Health, etc.), to maximize its ability to provide needed services to the residents of our region.The governing Board of Directors of Mercy Hospital is comprised of community representatives from universities, legal communities, and business leaders. Religious orders are represented, as well as active and retired medical staff members. The Mercy Hospital medical staff is considered an "open" medical staff, as any physician can apply for privileges. Each application is reviewed by a vigorous credentialing verification process. The hospitals have robust health professional education programs. Mercy Hospital and Sisters Hospital are physician teaching facilities. All sites participate in teaching programs for other allied health professionals. Our six emergency departments are open to all people regardless of their ability to pay. Our primary care centers are strategically located in areas deemed economically disadvantaged or where other medical services are lacking. Each year, Mercy Hospital, as part of Catholic Health touches thousands of area residents through its community health education programs, health screenings, clinical and support services, and community service activities. Most of these program are free to encourage participation by people from all walks of life. Programs offered also include those that are in alignment with state prevention priorities. Catholic Health continues to meet community needs by making charity care a priority and available to the uninsured and underinsured, traditional Medicaid services, and community benefit programs, including collaborative community health improvement initiatives, health professional education programs, volunteering and community service activities, and cash and in-kind contributions to community organizations that serve the poor and disadvantaged. In 2023, the Catholic Health System provided more than $210 million in charity care and community benefit activities to help make our WNY community a healthier place, especially for the poor and underserved. These activities included: * Supporting Project Homeless Connect An outreach initiative to link homeless individuals and families with medical and other support services;* Offering a Healthcare Assistance Program to ensure that people without insurance or financial means get the care they need; * Providing health and wellness information in places of worship through our Faith Community Nursing program; * Supporting nationally recognized "green" initiatives to remain good stewards of our natural resources and protect the environment. Part VI, Line 7, Reports Filed With States NY X X X X X X 1 0 0 0 0 0 0 0 0 Mark Sullivan President & CEO 0 926960 0 0 0 708916 0 86783 0 17405 0 1740064 0 0 Joyce Markiewicz Chief Business Development Officer P 0 970344 0 25 0 116103 0 64816 0 17074 0 1168362 0 0 Dr Stephen Downing Physician 831921 0 0 0 5940 0 43562 0 16470 0 897893 0 0 0 Dr Jay Bolnick Physician 835209 0 25 0 10335 0 28564 0 8917 0 883050 0 0 0 Dr Harsh Jain Physician 811406 0 0 0 1960 0 28229 0 18780 0 860375 0 0 0 Dr Lee Guterman Physician 796819 0 0 0 4546 0 47528 0 10872 0 859765 0 0 0 James M Garvey Executive VP, Chief Operat 0 747189 0 0 0 26486 0 49548 0 17135 0 840358 0 0 Dr Jiantao Xiao Physician 791418 0 0 0 1098 0 18421 0 23640 0 834577 0 0 0 David Macholz Chief Finance Officer 0 654116 0 0 0 17927 0 63292 0 17050 0 752385 0 0 Hans Cassagnol Executive VP, Chief Clinical Officr 0 637924 0 0 0 17870 0 38637 0 23610 0 718041 0 0 Martin Boryszak Senior VP of Acute Care & 0 580304 0 0 0 17227 0 32978 0 23559 0 654068 0 0 William Pryor Executive VP, Chief Admin. 0 488143 0 0 0 35952 0 50299 0 18170 0 592564 0 0 Dr Michael Galang Senior VP, Chief Informati 0 494029 0 0 0 19714 0 64188 0 8685 0 586616 0 0 Charles Urlaub Director 0 464188 0 0 0 22510 0 66520 0 8662 0 561880 0 0 Lisa Cilano Senior VP, RMC & Business 0 335091 0 0 0 17775 0 105738 0 8548 0 467152 0 0 Walter Ludwig Director 0 349597 0 0 0 20807 0 44872 0 16775 0 432051 0 0 Leonardo Sette-Camara General Counsel - Secretar 0 339934 0 0 0 534 0 23225 0 23343 0 387036 0 0 Bartholomew Rodrigues Chief Mission Officer 0 259345 0 0 0 18013 0 39675 0 23267 0 340300 0 0 Aaron Chang Director 0 252549 0 0 0 12782 0 4765 0 18825 0 288921 0 0 Rebecca McCormick Boyle Chief Integration Officer 0 246815 0 0 0 10096 0 27371 0 241 0 284523 0 0 Russell Edwards VP Finance & Corporate Con 0 231363 0 0 0 221 0 11655 0 8450 0 251689 0 0 Part I, Line 4a Severance Payments/Change of Control Payments were made to: Mark Sullivan: $330,113.29 Part II Column C: The change in present value shown for each participant represents the change in the actuarial value of the accrued benefit, whether or not funded, vested or subject to substantial risk of forfeiture. Note that the change in present value is partly due to changes in the discount rate and, for those accruing under the cash balance formula, the assumptions for future cash balance interest crediting rates and factors applicable to annuity conversions. A Dormitory Authority of the State of New York 146000293 SeePartVI 2012-07-12 3094578 See Part VI 0 0 0 B Buffalo and Erie County Industrial Land Development Corporation 222413596 SeePartVI 2015-04-30 11107065 See Part VI 0 0 0 C Dormitory Authority of the State of New York 146000293 SeePartVI 2019-04-25 69341810 See Part VI 0 0 0 D Niagara Area Development Corporation 900764545 SeePartVI 2022-03-22 8797129 See Part VI 0 0 0 A 800000 3094578 214101 124590 2763620 2013 0 0 1 1 B 1420000 11107065 731558 246262 328646 15322 9785277 2016 0 0 1 1 C 70560629 775474 33345589 24071178 12368388 2019 1 1 0 1 D 8797129 849960 527844 198103 721375 6499848 0 0 0 1 A 0 0 0 0 0 0 1 B 0 0 1 1 0 0 0 1 C 0 0 0 0 0 0 1 D 0 0 0 0 0 0 1 A 1 0 0 0 0 1 B 1 0 0 0 0 1 C 0 1 0 0 0 0 0 0 1 D 0 0 0 0 0 0 0 0 1 A 1 B 1 C 1 D 1 1 A ( c ) CUSIP #: The 2012 Bond Series were issued under numerous CUSIP #s with varying maturity dates. The associated outstanding CUSIP #s are as follows: 649906J88, 649906J96 Part I A (f) Description of Purpose: To finance the cost of improvements to Mercy's existing approximately 381,000 square foot parking facility. Part I B ( c ) CUSIP #: The 2015 Bond Series were issued under numerous CUSIP #s with varying maturity dates. The associated CUSIP #s are as follows: 11943KBN1, 11943KBP6, 11943KBQ4, 11943KBR2, 11943KBS0, 11943KBT8, 11943KBU5, 11943KBV3, 11943KBW1, 11943KBX9, 11943KBY7 Part I B (f) Description of Purpose: To finance the costs associated with improvements to the Labor & Delivery Department, Pre/Post Operative Holding areas, and upgrading the electrical switchgear at Mercy Hospital of Buffalo. Part I C ( c ) CUSIP #: The 2019 Bonds were issued under numerous CUSIP #s with varying maturity dates. The associated CUSIP #s for Series A are as follows: 64990GLN0, 64990GLP5, 64990GLQ3, 64990GLR1, 64990GLS9, 64990GLT7, 64990GLU4, 64990GLV2, 64990GLW0, 64990GLX8, 64990GLY6, 64990GLZ3, 64990GMA7, 64990GMB5, 64990GMC3, 64990GMD1, 64990GME9. The associated CUSIP # for Series B is as follows: 64990GMH2. Part I C (f) Purpose Series A: Proceeds of bonds used to (i) finance portions of certain improvements, equipment and strategic investments, including but not limited to a new electronic medical records system, maternity services renovations and new sterile processing department; (ii) refund in full certain existing bank credit facilities; (iii) refund All of the Catholic Health System Obligated Groups, Series 2006 and Series 2008. Series B Proceeds of bonds used to (i) finance portions of certain improvements, equipment and strategic investments, including but not limited to a new electronic medical records system, maternity services renovations and new sterile processing department. Part I D ( c ) CUSIP #: The 2022 Bond were issued under numerous CUSIP #s with varying maturity dates. The associated CUSIP #s are as follows: 653541BK7, 653541BJ0 Part I D (f) Purpose Proceeds of bonds used to finance portions of certain improvements, equipment and strategic investments. Part II C (3) Proceed amount varies with the bond issue amount due to cumulative investment earnings Susan Urlaub Wife of MSM CEO, C.J. Urlaub 107134 Clinical Documentation Specialist, SCH/SJC 0 Carrie Sette-Camara Wife of Key Employee, Leonardo Sette-Camara 94614 Public Relations Manager, Sisters 0 Rachel Markiewicz Daughter in Law of Chief Business Development Officer, Joyce Markiewicz 68928 Social Worker, MSW 0 Diana Sedita Sister of Key Employee, Laura Cianflone 144571 Director Marketing & Communications 0 Form 990, Part VI, Section A, line 6 CHS has two members: The Franciscan Sisters of St. Joseph of Hamburg, NY, and the Diocese of Buffalo, NY. Each member is able to participate equally in electing the governing body, approving significant decisions of the governing body, and have the power to approve any plan of dissolution of the corporation and the distribution of the assets upon dissolution, according to the CHS Bylaws. Form 990, Part VI, Section A, line 7a According to the CHS Bylaws, each member is equally allowed to appoint one representative and one alternative representative to serve on the Corporate Member Council and to serve as a voting director on the Catholic Health System Board of Directors. Form 990, Part VI, Section A, line 7b Yes, the corporate members do have reserve powers. Form 990, Part VI, Section B, line 11b Yes, an electronic copy of the Form 990 was provided to the CHS Boards of Directors before it was filed. The CHS Board of Directors has delegated the responsibility to review the 990 to the Audit Committee. The CHS Audit Committee reviewed in detail selected information for all CHS entities that file a 990. Reviewed with the Audit Committee: 1. Core Form Part IV: Checklist of required schedules 2. Core Form Part VI: Governance, Management and Disclosure 3. Core Form Part VII: Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees and Independent Contractors 4. Schedule H: Hospitals 5. Schedule K: Supplemental information on Tax Exempt Bonds 6. Schedule J: Compensation Information 7. Schedule L: Transactions with Interested Persons 8. Schedule R: Related Organizations and Unrelated Partnerships 9. Process for which remaining Core Form was completed, utilizing audited financial information Form 990, Part VI, Section B, line 12c All officers, directors, and key employees complete a Conflict of Interest Disclosure Statement (COIDS) in order to fulfill the annual requirements. COIDS are distributed to all parties, as per applicable policy, and once complete are followed up with as follows: 1. Associate and Physician completed COIDS are reviewed and signed off by the manager. If a disclosure is noted, it is discussed with the manager, and the document is forwarded to the Compliance officer who reviews and follows up as appropriate. Once review/follow up is completed the Compliance Officer will sign the COIDS, maintain a copy in the compliance office and return the original to HR for filing in the Personnel file. 2. All board member COIDS are returned to Compliance Officer for review and follow up as warranted. The compliance officer will sign each COIDS and retain on file in the compliance office in a confidential manner. Form 990, Part VI, Section B, line 15 CHS, in determining the compensation for the CEO, utilizes a process of review and approval, governed by the Board of Directors that includes an outside nationally recognized independent compensation consultant experienced in compensation and benefit matters for non-profit healthcare organizations, and comparability data. In 2022, the Catholic Health System utilized a Compensation Committee of the corporation Directors to monitor the Executive Compensation as per the Executive Compensation Philosophy and Strategy for the CHS CEO and top Senior Executives. 16. b. The Catholic Health System has a process to evaluate its participation in joint venture arrangements under applicable federal tax law, and has taken steps to safeguard the organization's exempt status with respect to such arrangements, and has developed a formal policy to formalize the process. Form 990, Part VI, Section C, line 19 We make our form 990 open for public inspection upon request. Our website includes an annual report which includes selected financial information. Our financial statements, governing documents and conflict of interest policy are provided upon request according to applicable federal and state laws. Form 990, Part XI, line 9: Change in Pension Obligation, Other than Net Periodic Cost -10,401,513. Change in Restricted Interest in Mercy Hospital Foundation Inc -122,122. Change in Unrestricted Interest in Mercy Hospital Foundation Inc 16,235. Catholic Health System Inc 144 Genesee Street Buffalo NY 14203 222565278 Healthcare Delivery System NY 501 c 3 Schedule A line 10 N/A 0 Sisters of Charity Hospital 2157 Main Street Buffalo NY 14214 160743187 Acute Care Hospital NY 501 c 3 Schedule A line 3 Catholic Health System Inc 0 Kenmore Mercy Hospital 2950 Elmwood Avenue Kenmore NY 14217 160762843 Acute Care Hospital NY 501 c 3 Schedule A line 3 Catholic Health System Inc 0 Nazareth Home of the Franciscan Sisters 291 North Street Buffalo NY 14201 160813142 Skilled Nursing Facility NY 501 c 3 Schedule A line 10 Catholic Health System Inc 0 St Elizabeth Home for the Aged 5539 Broadway Lancaster NY 14086 160743154 Adult Home NY 501 c 3 Schedule A line 10 Catholic Health System Inc 0 St Francis Home of Williamsville 147 Reist St Williamsville NY 14221 160743153 Skilled Nursing Facility NY 501 c 3 Schedule A line 10 Catholic Health System Inc 0 St Francis of Buffalo Inc 34 Benwood Ave Buffalo NY 14214 161523535 Skilled Nursing Facility NY 501 c 3 Schedule A line 10 Catholic Health System Inc 0 St Vincent Manor 319 Washington Avenue Dunkirk NY 14048 160743167 Adult Home NY 501 c 3 Schedule A line 10 Catholic Health System Inc 0 WNY Catholic Long Term Care Inc 6400 Powers Rd Orchard Park NY 14127 161434368 Skilled Nursing Facility NY 501 c 3 Schedule A line 10 Catholic Health System Inc 0 Niagara Homemaker Services (Mercy Home Care) 144 Genesee Street Buffalo NY 14203 161317960 Home Care Provider NY 501 c 3 Schedule A line 10 Catholic Health System Inc 0 McAuley Seton Home Care 144 Genesee Street Buffalo NY 14203 161310062 Home Care Provider NY 501 c 3 Schedule A line 10 Catholic Health System Inc 0 Catholic Health System Infusion Pharmacy Inc 6350 Transit Road Depew NY 14043 200198518 Home Care Infusion Services NY 501 c 3 Schedule A line 10 Catholic Health System Inc 0 OLV Renaissance Corporation 144 Genesee Street Buffalo NY 14203 200167745 Real Estate Holding Company NY 501 c 3 Schedule A line 10 Catholic Health System Inc 0 CHS Program of All-Inclusive Care for the Elderly Inc 55 Melroy Avenue Lackawanna NY 14218 261252884 All-inclusive Care for the Elderly NY 501 c 3 Schedule A line 3 Catholic Health System Inc 0 Trinity Medical WNY PC 2625 Harlem Rd Cheektowaga NY 14225 272576645 Primary Care Provider NY 501 c 3 Schedule A line 12 Catholic Health System Inc 0 Mercy Hospital Foundation 515 Abbott Road Buffalo NY 14220 222209721 Foundation NY 501 c 3 Schedule A line 7 Mercy Hospital 0 Southtowns Catholic MRI Inc 200 International Drive Buffalo NY 14221 161554081 Imaging NY 501 c 3 Schedule A line 10 Catholic Health System Inc 0 KMH Homes Inc 144 Genesee Street Buffalo NY 14203 161387890 Real Estate Holding Company NY 501 c 3 Schedule A line 10 Catholic Health System Inc 0 Mount St Mary's Hospital of Niagara Falls 5300 Military Road Lewiston NY 14092 161523353 Acute Care Hospital NY 501 c 3 Schedule A line 3 Catholic Health System Inc 0 Catholic Health Orthopedic Management Company LLC 144 Genesee Street Buffalo NY 14203 843844132 General Purpose NY Related -769 6591 0 0 0.25000 Orchard Park Mercy Corporation 565 Abbott Road Buffalo NY 14220 161470350 Real Estate Holding Company NY Mercy Hospital C 179705 1.00000 0 Aurora Mercy Corporation 565 Abbott Road Buffalo NY 14220 161354302 Real Estate Development NY Mercy Hospital C 40416 1.00000 0 Alsace Abbott Corporation 565 Abbott Road Buffalo NY 14220 161355092 Partnership Holding Corporation NY Mercy Hospital C 9524 1.00000 0 0 1 1 0 0 0 0 0 0 1 1 1 1 1 1 1 1 1 1 Aurora Mercy Corporation P 0 Orchard Park Mercy Corporation P 50243 Catholic Health Orthopedic Management Company LLC P 89646 Cash