2024-11-15T08:39:31+00:00 2023-12-31 350921680 CROWE LLP 9600 Brownsboro Road Suite 400 Louisville KY 402413902 990 2023-01-01 610445850 St Elizabeth Medical Center Inc STEL 8596551642 1 Medical Village Drive Edgewood KY 41017 Lori Ritchey-Baldwin CFO 2024-11-15 true true Kim Scifres P01316095 5023263996 2024-11-15 2023 2024-10-15 13:58:12Z Garren Colvin 1 Medical Village Drive Edgewood KY 41017 2309108420 false X www.stelizabeth.com X 1861 KY AS A CATHOLIC HEALTHCARE MINISTRY, WE PROVIDE COMPREHENSIVE AND COMPASSIONATE CARE THAT IMPROVES THE HEALTH OF THE PEOPLE WE SERVE. 19 16 9887 1034 484844 8715 9922809 7158395 1698292880 1903566200 54295224 5176640 6130967 6761386 1768641880 1922662621 3876618 10022846 0 739536625 758532276 60000 65000 2778413 936364793 1040460934 1679838036 1809081056 88803844 113581565 2859763977 3176981553 857555416 864226849 2002208561 2312754704 AS A CATHOLIC HEALTHCARE MINISTRY, WE PROVIDE COMPREHENSIVE AND COMPASSIONATE CARE THAT IMPROVES THE HEALTH OF THE PEOPLE WE SERVE. false false 1102380803 10022846 1903156677 St. Elizabeth Healthcare is one of the oldest, largest and most respected medical providers in the Northern Kentucky, Southwestern Ohio and Southeastern Indiana Areas. For more than 150 years, St. Elizabeth has been the heart and soul of healthcare in Northern Kentucky. Founded with one small hospital in 1861, St. Elizabeth Healthcare now operates six facilities throughout Northern Kentucky and Southeast Indiana - St. Elizabeth Covington, St. Elizabeth Edgewood, St. Elizabeth Florence, St. Elizabeth Ft. Thomas, St. Elizabeth Grant and St. Elizabeth Dearborn. St. Elizabeth Healthcare is sponsored by the Diocese of Covington and provided approximately $71 million in uncompensated care and benefit to the community in 2023. Within our thriving, multi-faceted organization, some of the nation's top medical professionals are working together to deliver the best care available to these areas. Our mission is to provide comprehensive and compassionate care that improves the health of the people we serve. We accomplish this through state of the art technology and our dedicated associates, led by a well-respected board and executive leadership team who love this organization and our community. St. Elizabeth Healthcare's state of the art technology includes a secure internal electronic medical records system that not only gives providers access to their patients medical records at any St. Elizabeth Healthcare or St. Elizabeth Physicians facility, but also gives the patient faster, more convenient access to their personal medical records, test results, and healthcare providers through a web portal called "MyChart." St. Elizabeth Healthcare has invested in our community for generations. St. Elizabeth Healthcare believes that reaching out to help the underprivileged and improving the overall health of the community is the foundation of its mission to provide comprehensive and compassionate care to our neighborhood and our families. It is because of this belief that the St. Elizabeth Healthcare community benefit program helps others have access to St. Elizabeth Healthcare resources and services. It is St. Elizabeth Healthcare's intention to always balance financial viability with compassionate care and to stay true to its non-profit roots. During 2023 St. Elizabeth Healthcare had total admissions of 123,435, total patient visits of 220,212, and total emergency room visits of 204,064. 1102380803 true true false true false false false false false true true false true true true false true false false true false false true true false true true true false true true true false false false false true false true false false true false false false true true true true true false true 621 0 true 9887 true true true false false false false true true false false false false true false X 19 16 false false false false false true true true true false false true true true true true true true true true true IN KY X LORI RITCHEY-BALDWIN 8596551642 1 MEDICAL VILLAGE DRIVE EDGEWOOD KY 41017 Garren Colvin PRESIDENT/CEO 50.0 5.0 X X 1378100 0 49046 AJ Schaeffer TRUSTEE 4.0 0 X 0 0 0 Bob Stevens TRUSTEE 4.0 0 X 0 0 0 Brian Robinson VICE CHAIRMAN 4.0 0 X 31290 0 0 Curtis Dorsch MD TRUSTEE/PHYSICIAN/SEP CHAIR 4.0 50.0 X 0 562363 54714 Debbie Simpson CHAIR OF BOARD 4.0 0 X 2336 0 0 Jackie Sweeney TRUSTEE 4.0 0 X 0 0 0 Jason Jackman TRUSTEE 4.0 0 X 0 0 0 Jeanne Schroer TRUSTEE 4.0 0 X 1970 0 0 Joe Koester TRUSTEE 4.0 0 X 2494 0 0 John Hawkins TRUSTEE 4.0 0 X 0 0 0 Kris Knochelmann TRUSTEE 4.0 0 X 2173 0 0 Kristi Nelson TRUSTEE 4.0 0 X 29162 0 0 Latonya Brown-Puryear MD PHYSICIAN/TRUSTEE 4.0 50.0 X 0 441929 56823 Marsha Croxton TRUSTEE 4.0 0 X 4659 0 0 Marsha Ladenburger TRUSTEE 4.0 0 X 0 0 0 Michael Jones TRUSTEE 4.0 0 X 2222 0 0 Robert Moorhead TRUSTEE 4.0 0 X 1952 0 0 Roger Peterman TRUSTEE 4.0 0 X 23425 0 0 Gary Blank EXECUTIVE VP & COO 50.0 1.0 X 791131 0 49646 Lisa Frey EXECUTIVE VP LEGAL SERVICES/GENERAL COUNSEL/CORPORATE SECRETARY 50.0 1.0 X 632591 0 34822 Lori Ritchey-Baldwin Executive Vice President/CFO/Treasurer 50.0 5.0 X 849058 0 49646 Bruno Giacomuzzi COO Flo FT Cov & SVP Prof Svcs 50.0 0 X 501348 0 56748 Harry Watson Sr. VP Facilities 50.0 0 X 375344 0 22892 Heidi Murley MD SEP PRESIDENT/CEO 25.0 25.0 X 701763 0 60858 James Horn MD EXECUTIVE VP 50.0 0 X 520686 0 54398 Julie McGregor SVP HUMAN RESOURCES 50.0 0 X 525474 0 56257 Kathy Lynn Jennings SVP PATIENT CARE/ONCOLOGY 50.0 0 X 310338 0 42405 Kevin Gessner SVP SITE AMDINISTRATOR FTT COV & HVI 50.0 0 X 391934 0 28849 LaRoy Kendall MD SVP MEDICAL SERVICES, CMO 50.0 4.0 X 535469 0 43974 Sarah Giolando SVP/CHIEF STRATEGY OFFICER 50.0 0 X 545056 0 54371 Vera Hall EXECUTIVE VP 50.0 0 X 401437 0 21836 Mario Castillo-Sang MD PHYSICIAN 50.0 0 X 1203639 0 23695 Mohamad Sinno MD PHYSICIAN 50.0 0 X 1071321 0 57360 Saeb Khoury MD PHYSICIAN 50.0 0 X 1112758 0 56760 Stephen Schutzman MD PHYSICIAN 50.0 0 X 1160795 0 57624 Thomas Carrigan MD PHYSICIAN 50.0 0 X 1135612 0 45578 Christopher G Carle FORMER PRESIDENT/CEO SEPN, COO - DEARBORN 0.0 0 X 161097 0 18300 James Parsons FORMER SVP HUMAN RESOURCES 0.0 0 X 120977 0 0 Bruce Henley SEP CFO/TREASURER 15.0 35.0 387763 0 47895 Jacob Bast SEP COO/SECRETARY 15.0 35.0 559592 0 52759 15474963 1004292 1097259 1319 true true false MESSER CONSTRUCTION CO 88718 EXPEDITE WAY CHICAGO IL 60695 CONSTRUCTION SERVICES 41851731 QUALIVIS LLC 5930 CORNERSTONE CT W SUITE 30 SAN DIEGO CA 92121 MEDICAL SERVICES 31334091 SKANSKA USA BUILDING INC 389 INTERPACE PKWY SUITE 5 PARSIPPANY NJ 070541132 CONSTRUCTION SERVICES 23708678 SEVEN HILLS ANESTHESIA LLC 10191 EVENDALE COMMONS DR CINCINNATI OH 45241 MEDICAL SERVICES 14878046 EPIC SYSTEMS CORPORATION PO BOX 88314 MILWAUKEE WI 523880314 COMPUTER SERVICES 12178408 219 21149 5285871 1851375 217653 7158395 NET PATIENT REVENUE 622110 1604023816 1604023816 OTHER RELATED REVENUE 900099 87016856 87016856 PHARMACY 456110 99788332 99653008 135324 LABORATORY 621511 112737196 112462997 274199 0 0 0 0 1903566200 4717757 75321 4642436 253811 253811 3957033 3735473 221560 0 221560 221560 380438870 2124191 378484830 3873159 1954040 -1748968 205072 205072 467579 21149 352337 115242 115242 3388 0 3388 3388 CAFETERIA 722310 4395280 4395280 GIFT SHOP 900099 1932656 1932656 VENDING 445123 93260 93260 0 0 0 0 6421196 1922662621 1903156677 484844 11862705 X 10022846 10022846 9187161 6715745 2453947 17469 300374 300374 596928628 441434180 154395368 1099080 35073545 24858644 10153223 61678 75980047 55528451 20302189 149407 41062521 31120462 9862164 79895 986760 0 986760 0 531472 12820 518652 0 65000 65000 8531698 0 8531698 0 363425555 126799559 236269149 356847 18712996 718152 17696611 298233 10214858 3427255 6673221 114382 26390371 2031369 24274914 84088 21174092 1275724 19898368 0 830776 465350 349711 15715 3147056 630986 2334394 181676 10445623 103675 10341948 0 87720587 0 87720587 0 4067109 1301 4065808 0 MEDICAL SUPPLIES 384895261 376103039 8830998 -38776 PROVIDER TAX 57709569 0 57709569 0 GENERAL SUPPLIES 32234767 19582953 12486828 164986 DUES AND MEMBERSHIPS 2596813 1049737 1508555 38521 6845571 198181 6557178 90212 1809081056 1102380803 703921840 2778413 3558922 3558922 137243732 162652668 11036694 6098062 144221253 155272876 17039890 18153063 0 0 38407016 49241591 47798927 50735361 13815573 12845400 1537187174 751273604 740445882 785913570 562264722 625189716 908555557 999475385 38587780 32684954 8939499 8511131 187848530 266648854 2859763977 3176981553 255967537 288666975 1823608 725191 353405493 342576953 0 0 246358778 232257730 857555416 864226849 X 1965425313 2274692221 36783248 38062483 0 0 2002208561 2312754704 2859763977 3176981553 X 113581565 115199793 30381203 X false true X true true true X X 9475982 66333643 33852804 9922809 7158395 126743633 0 0 9475982 66333643 33852804 9922809 7158395 126743633 0 126743633 26611449 27992605 29581356 41763192 51369348 177317950 1839394 4322793 4728419 5053831 9433661 25378098 5949802 9218923 4914260 5586967 6421197 32091149 361530830 7750533355 0.3506 0.3877 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - CAFETERIA, COLUMN A - 4146531.0, COLUMN B - 3151375.0, COLUMN C - 3489197.0, COLUMN D - 3889805.0, COLUMN E - 4395281.0, COLUMN F - 19072189.0; DESCRIPTION - GIFT SHOP, COLUMN A - 1630769.0, COLUMN B - 1246843.0, COLUMN C - 1370321.0, COLUMN D - 1628987.0, COLUMN E - 1932656.0, COLUMN F - 7809576.0; DESCRIPTION - VENDING, COLUMN A - 172502.0, COLUMN B - 58860.0, COLUMN C - 54742.0, COLUMN D - 68175.0, COLUMN E - 93260.0, COLUMN F - 447539.0; DESCRIPTION - MISCELLANEOUS, COLUMN A - 0.0, COLUMN B - 4761845.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 0.0, COLUMN F - 4761845.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 104119 false true 37707 141826 false Schedule C, Part II-B, Line 1j OTHER ACTIVIITIES THE PORTION OF THE KENTUCKY HOSPITAL ASSOCIATION DUES AND SPONSORSHIP THAT ARE ATTRIBUTABLE TO LOBBYING ACTIVITIES IS $37,707. Schedule C, Part II-B, Line 1g Direct contact with legislators A PORTION OF TWO ST. ELIZABETH HEALTHCARE EMPLOYEES' SALARIES IS RELATED TO DIRECT CONTACT WITH LEGISLATORS AS IT RELATES TO LEGISLATION FOR THE TAX YEAR 2023. THE AMOUNT IS $9,650. ST. ELIZABETH HEALTHCARE ALSO ENLISTED THE ASSISTANCE OF LOBBYING CONSULTANTS IN 2023. THE AMOUNT PAID TO THESE CONSULTANTS IS $90,250. ST. ELIZABETH HEALTHCARE ALSO PAID $4,219 IN SPONSORSHIP DOLLARS. Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY ST. ELIZABETH HEALTHCARE hired lobbying consultants to provide lobbying support at the state and local levels on legislative issues being considered by the Kentucky General Assembly, Indiana General Assembly, or by cities and counties in our community. Primarily, the consulting work includes monitoring bills, notifying St. Elizabeth if there are issues of concern or bills introduced that are of concern, assistance in talking with legislators or other government officials about these concerns, sharing positions on bills or issues with our legislators, and summarizing actions that have taken place on a weekly basis during the session. We hired the consulting firm because they are based in Frankfort, Kentucky and can be at the meetings and hearings every day during the session so that we can be more timely in responding if issues arise. 24249495 24249495 873803427 378862071 494941356 18974044 12591675 6382369 512314849 359684919 152629930 107845359 134939 107710420 785913570 Private Equity Fund 12341214 F Hedge Fund of Funds 82142933 F Emerging Market Fund 52635971 F Commingled Funds 372627771 F Infrastructure Funds 135640843 F Private Debt 55787925 F Putwrite Fund/Defensive Equity Fund 92569439 F Venture Capital 5971768 F Real Estate Funds 189757521 F 999475385 OTHER ASSETS - INDIGENT RECEIVABLES 46229708 OTHER ASSETS - NET RIGHT OF USE OPERATING LEASE ASSETS 80064222 457(b) Participants Accounts 59356442 INVESTMENT - CCRC 4724193 INVESTMENT - B/FMP LAND CO 4300000 OTHER ASSETS - BENEFICIAL INTEREST IN CHARITABLE TRUST 130692 OTHER ASSETS - PROFESSIONAL INSURANCE RECEIVABLE 4555806 OTHER ASSETS - WORKERS' COMP. INSURANCE RECEIVABLE 2001919 OTHER ASSETS - REC RETENTION BONUSES 935022 Notes Rec - Catalytic Fund 1000000 PREMIER TAX RECEIVABLE LT 230321 ASC842 DEF RENT REC IC LEASE 2090287 BEN INT ASSETS HELD HOR 3000000 GAIN OR LOSS ON IHCF 1045718 ACCRUED PENSION LIABILITY 47738550 INTEREST RATE SWAP RECEIVABLE 5513572 WORKDAY IMPLEMENTATION COSTS 3728581 CSV INSURANCE TRUST 3821 266648854 MEDICARE PAYABLE 10652171 MEDICAID PAYABLE -92369 OTHER CURRENT LIABILITIES 13005783 LEASE LIABILITIES CURRENT 9102714 LEASE LIABILITIES LONG TERM 74718246 RESERVE FOR SELF-INSURANCE 50358630 ANNUITY PAYMENT LIABILITY ASSET RETIREMENT OBLIGATION 459463 INTEREST RATE SWAP 525789 OTHER LONG TERM LIABILITIES 73527303 232257730 X 2082672676 115199793 90000 10347552 125637345 1957035331 8531698 8479174 17010872 1974046203 1803458702 90000 10398468 10488468 1792970234 8531698 7579124 16110822 1809081056 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote NO PROVISION HAS BEEN MADE FOR INCOME TAXES SINCE ST. ELIZABETH HEALTHCARE IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY ST. ELIZABETH AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. ST. ELIZABETH HEALTHCARE IS NOT CURRENTLY UNDER EXAMINATION BY THE INTERNAL REVENUE SERVICE OR ANY STATE OR LOCAL TAX AUTHORITIES. ST. ELIZABETH HEALTHCARE'S FEDERAL TAX RETURNS FOR THE YEARS ENDED PRIOR TO DECEMBER 31, 2020 AND PRIOR YEARS ARE NO LONGER SUBJECT TO EXAMINATION AS THE STATUTE OF LIMITATIONS HAS EXPIRED FOR THOSE YEARS. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 FUNDRAISING EXPENSES - 352337 SEPN - 6259742 RENTAL EXPENSES - 3735473 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements CHANGE IN FMV IN INTEREST RATE SWAP - 890006 LOSS/GAIN ON FIXED ASSETS DISPOSALS - -1748968 UNCOLLECTIBLE PLEDGE - 10044 PENSION EXP BOOKED TO REVENUE - 7392111 SEPN - 1601787 FIVE LABS - 334194 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 SEPN - 6310658 RENTAL EXPENSES - 3735473 FUNDRAISING EXPENSES - 352337 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements LOSS/GAIN ON FIXED ASSETS DISPOSALS - -1748968 EXPENSES BOOKED TO REVENUE - 7392111 FIVE LABS - 334194 SEPN - 1601787 Central America and the Caribbean 0 0 Investments N/A 155402263 Europe (Including Iceland and Greenland) 0 0 Investments N/A 19938515 0 0 0 0 0 0 175340778 0 175340778 true false true true false false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual X X X X X X X true HILLARY LYONS ASSOCIATESBOUTS VENTURE LLC 139 Bridge Street Dimondale MI 48821 Consulting Fee false 65000 -65000 0 65000 -65000 IN KY OH GOLF PARTEE 306425 4450 301975 260 8773 0 133388 0 3665 THE GOLF CLASSIC 65250 1500 63750 395 758 0 18510 0 4203 3 117053 15199 101854 0 0 41323 105746 7254 28062 488728 21149 467579 655 9531 41323 257644 7254 35930 352337 115242 Schedule G, Part I, Line 2b(i) Hillary Lyons Associates/Bouts Ventures LLC Hillary Lyons Associates/Bouts Ventures LLC is a consulting firm working in the field of ongoing fund development and community relations exclusively for non-profit health care institutions. Hillary Lyons Associates/Bouts Ventures LLC do not participate in the solicitation of contributions. true true X true X true X true true false true true 24225930 21083194 3142736 0.0017 297513695 370782082 0 0.0 0 0 0 0.0 0 0 321739625 391865276 3142736 0.0017 2981855 1320 2980535 0.0016 7399149 3068106 4331043 0.0024 1718166 1039670 678496 0.0004 14000 0 14000 0.0000 22682231 0 22682231 0.0125 0 0 34795401 4109096 30686305 0.0170 0 0 356535026 395974372 33829041 0.0187 0 0 0 0.0 0 0 0 0.0 4030554 0 4030554 0.0022 0 0 0 0.0 0 0 0 0.0 87300 0 87300 0.0000 0 0 0 0.0 1649 1649 0.0000 0 0 0 0.0 0 0 4119503 0 4119503 0.0023 true 57063186 5706319 257682710 292879461 -35196751 X true true BLUEGRASS DIALYSIS LLC RENAL DIALYSIS 0.32 0.0 0.17 Heritage Development Partners LLC Ambulatory Surgery Center 0.5 0.5 5 1 ST ELIZABETH EDGEWOOD - Covington 1 MEDICAL VILLAGE DRIVE EDGEWOOD KY 41017 www.stelizabeth.com 100500 X X X A 2 ST ELIZABETH FLORENCE 4900 HOUSTON ROAD FLORENCE KY 41042 www.stelizabeth.com 100273 X X X A 3 ST ELIZABETH FORT THOMAS 85 NORTH GRAND AVENUE FORT THOMAS KY 41075 www.stelizabeth.com 100059 X X X A 4 ST ELIZABETH GRANT 238 BARNES ROAD WILLIAMSTOWN KY 41097 www.stelizabeth.com 600062 X X X X A 5 ST ELIZABETH DEARBORN 600 WILSON CREEK ROAD LAWRENCEBURG IN 47025 www.stelizabeth.com 005077 X X X A A 5 false false true X X X X X X X X X 21 true true false true X HTTPS://WWW.STELIZABETH.COM X true 21 true HTTPS://WWW.STELIZABETH.COM/CARE/COMMUNITY-OUTREACH-MENU/COMMUNITY-HEALTH-NEEDS-ASSESSMENT-IMPLEMENT false true X 200.0 400.0 X X X X true true X X X X true X HTTPS://WWW.STELIZABETH.COM/CARE/PAY-MY-BILL/ X HTTPS://WWW.STELIZABETH.COM/CARE/PAY-MY-BILL/ X HTTPS://WWW.STELIZABETH.COM/CARE/PAY-MY-BILL/ X X X X X X true X false X X X X true X false false Schedule H, Part V, Section B, Line 5 Facility A, 1 Facility A, 1 - St. Elizabeth Healthcare - Florence, Edgewood, Grant, Ft. Thomas & Dearborn. DURING 2021, ST. ELIZABETH HEALTHCARE CONDUCTED ITS NEXT REQUIRED CHNA FOR YEARS 2022 -2024. In preparation for the 2021 CHNA, primary data was collected from persons who represent the broad interests of the community, including those with expertise in public health. Representation included area health departments, local governmental/civic agencies, other healthcare providers, community-based social service agencies and area school districts. The methodology used to collect the data included presentations to groups, phone calls and an online survey. The process included an explanation of the CHNA requirements and how the data garnered would be used to develop the CBIP. Participants were then asked to list in order from most important to least important what they believed were the top five community health needs that should be addressed and/or considered in the assessment. Concentrating on social service agencies, school districts and civic services ensured that the CHNA identified and received data on the most pressing health needs within the community served. The following is a listing of the community participants: Social Service Agencies: Batesville Food Pantry Brighton Center Butler Foundation (Corporex) Catholic Charities Center for Great Neighborhoods Children's Home of NKY Clearinghouse Community Foundation of Switzerland County Community Mental Health Center Dearborn Community Foundation Faith Community Pharmacy Franklin County Community Foundation Henry Hosea House Hispanic Community Advisory Committee Ida Spence Mission Life Learning Center LifeTime Resources New Horizons Rehabilitation, Inc. NKU NACU NKY Community Action Commission Pregnancy Care Center Rosedale Green Transitions United Way Greater Cincinnati Southeast Indiana Businesses: Absolute Web Design African American Chamber of Commerce Covington Business Council Maxwell Construction Company NKY Chamber of Commerce Northern Kentucky Area Development District Schools: Batesville Community Schools Bishop Brossart Campbell County Schools Community Christian Academy Covington Schools Erlanger-Elsmere Schools Franklin County Schools Grant County Schools Jac-Cen-Del Community Schools Kenton County Schools Ludlow Schools Milan Community Schools Rising Sun - Ohio County Schools South Dearborn Community Schools South Ripley Community Schools St. Lawrence Catholic School St. Nicholas School Sunman Dearborn Schools Switzerland County Schools Walton Verona Schools Health Depts: Dearborn County Health Dept NKY Health Dept Ripley County Health Dept Switzerland County Health Dept Three Rivers District Health Dept Civic Services: Boone County Detention Center Campbell County Detention Center Campbell County Fiscal Court Dearborn Circuit Clerk Dearborn County Commissioner Kenton County Detention Center NKY Area Development District Pendleton County Fiscal Court Cities: Batesville Bellevue Covington Crestview Hills Dillsboro Edgewood Fort Wright Greendale Southgate Union Williamstown First Responders: Alexandria Batesville Fire Bellevue/Dayton Fire Brookville Fire Covington Fire Dillsboro Police Dry Ridge Fire Edgewood Erlanger Fire/EMS Florence Florence Fire Franklin County Sheriff Gallatin Fire Grant County Sheriff Greendale Police Independence Kentucky State Police Kentucky State Police Kentucky State Police Lawrenceburg Police Ludlow Fire Pendleton County Fire Switzerland County Sheriff Villa Hills Walton Fire Wilder Schedule H, Part V, Section B, Line 6a Facility A, 1 Facility A, 1 - ST. ELIZABETH HEALTHCARE. ST. ELIZABETH - EDGEWOOD ST. ELIZABETH - FLORENCE ST. ELIZABETH - FT. THOMAS ST. ELIZABETH - GRANT COUNTY ST. ELIZABETH - DEARBORN Schedule H, Part V, Section B, Line 11 Facility A, 1 Facility A, 1 - St. Elizabeth Healthcare - Florence, Edgewood, Grant, Ft. Thomas & Dearborn. 2023 ACCOMPLISHMENTS TOWARDS THE 2022-2024 COMMUNITY HEALTH NEEDS ASSESSMENT PLAN: Addressing Social Determinants of Health: - Followed up with 281 (100%) of St. Elizabeth Physician patients who identified a food security need - Completed an Adopt A Class program in Ludlow that connects associates to be mentors with students from underserved communities - Followed up with 100% of the 2,848 referrals received for transportation assistance - Engaged with schools in our region to connect more students and staff with mental health resources by completing the Regional Youth Summit and Better Together Event - Achieved Lift-Up reentry goal of 350 clients, bringing total served to date to 1098 Providing Equitable Access to Care - Opened SEP Student Health Center at NKU to provide primary care students - Provided five English and one Spanish education events to minority populations around Lung/Colon/Breast/Diabetes screenings - Converted 30.4% self-pay patients to Federal/State coverage Enhancing/Educating for Health Behaviors: - Hosted 19 education events on the importance of exercise and nutrition to youth in schools - Completed 21 community education events on the dangers of vaping to youth in schools - Offered eight Freedom From Smoking education sessions Managing/Reducing Chronic Diseases: - Hosted 38 heart-related education events in the community - Performed 6,093 lung screenings - Performed 38,282 breast screenings - Performed 89,299 colon cancer screenings (ages 45-75) - Completed a community mental health summit - Decreased the percentage of Journey Recover Center (JRC) patients who reported using alcohol to 23% and illicit drugs to 17% 30 days post treatment 27 ST ELIZABETH HEALTHCARE HEART & VASCULAR INSTITUTE 711 Medical Village Drive Edgewood KY 41017 CARDIOLOGY DIAGNOSTIC TESTS ST ELIZABETH HEALTHCARE NKU MEDICAL OFFICE 2626 Alexandria Pike Highland Heights KY 41076 ORTHOPEDIC ST ELIZABETH HEALTHCARE ENDOSCOPY BUILDING 7370 Turfway Road Florence KY 41042 MEDICAL OFFICE ST ELIZABETH HEALTHCARE - COVINGTON 1500 James Simpson Jr Way Covington KY 41011 AMBULATORY CARE CENTER ST ELIZABETH HEALTHCARE ORTHOPEDIC BUILDING 560 South Loop Road Edgewood KY 41017 ORTHOPEDIC ST ELIZABETH HEALTHCARE HEBRON IMAGING CENTER 2200 Connor Road Hebron KY 41005 MEDICAL OFFICE / IMAGING ST ELIZABETH HEALTHCARE HOSPICE 483 South Loop Road Edgewood KY 41017 INPATIENT HOSPICE ST ELIZABETH HEALTHCARE OUTPATIENT SURGERY CENTER 580 South Loop Road Edgewood KY 41017 AMBULATORY SURGERY CENTER ST ELIZABETH HEALTHCARE CHANCELLOR SURGERY CENTER 2845 Chancellor Drive Crestview Hills KY 41017 AMBULATORY SURGERY CENTER ST ELIZABETH HEALTHCARE WOMEN'S CENTER 610 Medical Village Drive Edgewood KY 41017 HEALTH SCREENING ST ELIZABETH HEALTHCARE BUSINESS HEALTH 4123 Olympic Blvd Erlanger KY 41018 BUSINESS HEALTH SERVICES ST ELIZABETH HEALTHCARE OWENTON MOB 120 Progress Way Owenton KY 40359 AMBULATORY CARE CENTER ST ELIZABETH HEALTHCARE FAMILY PRACTICE CENTER 900 Medical Village Drive Edgewood KY 41017 FAMILY MEDICINE ST ELIZABETH HEALTHCARE PHYSICAL THERAPY 741 Centre View Blvd Crestview Hills KY 41017 PHYSICAL THERAPY ST ELIZABETH HEALTHCARE EDGEWOOD FAMILY PRACTICEINTERNAL MEDICINE 830 Thomas More Parkway Edgewood KY 41017 MEDICAL OFFICE ST ELIZABETH HEALTHCARE ALEXANDRIA PHYSICAL THERAPY AND IMAGING CENTER 7200 Alexandria Pike Alexandria KY 41001 PHYSICAL THERAPY AND IMAGING CENTER ST ELIZABETH HEALTHCARE FLORENCE SPORTS MEDICINE 10095 Investment Way Florence KY 41042 SPORTS MEDICINE ST ELIZABETH HEALTHCARE VEVAY PRIMARY CAREPHYSICAL THERAPY 1035 W Main Street Vevay IN 47043 HEART & VASCULAR ST ELIZABETH HEALTHCARE SPECIALTY PHARMACY 850 Thomas More Parkway Edgewood KY 41017 PHARMACY ST ELIZABETH HEALTHCARE WILDER PHYSICAL THERAPY 106 Crossing Drive Wilder KY 41076 PHYSICAL THERAPY BLUEGRASS DIALYSIS LLC 1500 James Simpson Jr Way Suite 302 Covington KY 41011 RENAL DIALYSIS ST ELIZABETH HEALTHCARE INDEPENDENCE DIAGNOSTICS 135 Courthouse Crossing Independence KY 41051 XRAY/LAB ST ELIZABETH HEALTHCARE GRANT COUNTY PHYSICAL THERAPY 300 Barnes Road Williamstown KY 41097 PHYSICAL THERAPY ST ELIZABETH HEALTHCARE VERSAILLES PHYSICAL THERAPY 476 W US 50 Versailles IN 47042 PHYSICAL THERAPY ST ELIZABETH HEALTHCARE NEUROLOGY 2670 Chancellor Drive Suite 100 Crestview Hills KY 41017 MEDICAL OFFICE ST ELIZABETH HEALTHCARE FLORENCE PHLEBOTOMY LAB 8724 US 42 Florence KY 41042 DIAGNOSTICS ST ELIZABETH HEALTHCARE CRESTVIEW HILLS PHLEBOTOMY LAB 334 Thomas More Parkway Crestview Hills KY 41017 DIAGNOSTICS Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount ST. ELIZABETH HEALTHCARE RECOGNIZES PATIENT SERVICE REVENUE AT THE TIME SERVICES ARE RENDERED EVEN THOUGH ST. ELIZABETH HEALTHCARE DOES NOT ASSESS THE PATIENT'S ABILITY TO PAY. AS A RESULT, THE PROVISION FOR BAD DEBTS AND CHARITY CARE ARE PRESENTED AS A DEDUCTION FROM PATIENT SERVICE REVENUE (NET OF CONTRACTUAL PROVISIONS AND DISCOUNTS). ST. ELIZABETH HEALTHCARE RECOGNIZES REVENUE WHEN SERVICES ARE RENDERED FOR UNINSURED AND UNDERINSURED PATIENTS THAT DO NOT QUALIFY FOR CHARITY CARE. BASED ON HISTORICAL EXPERIENCE, A SIGNIFICANT PORTION OF ST. ELIZABETH HEALTHCARE'S UNINSURED AND UNDERINSURED PATIENTS WILL BE UNABLE OR UNWILLING TO PAY FOR THE SERVICES RENDERED. AS A RESULT, ST. ELIZABETH HEALTHCARE RECORDS A SIGNIFICANT PROVISION FOR BAD DEBTS RELATED TO UNINSURED AND UNDERINSURED PATIENTS IN THE PERIOD THE SERVICES ARE RENDERED. FOR FINANCIAL STATEMENT PURPOSES, ST. ELIZABETH HEALTHCARE HAS ADOPTED ACCOUNTING STANDARDS UPDATE NO. 2014-09 (TOPIC 606). IMPLICIT PRICE CONCESSIONS INCLUDES BAD DEBTS. THEREFORE, BAD DEBTS ARE INCLUDED IN NET PATIENT REVENUE IN ACCORDANCE WITH HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION STATEMENT NO. 15 AND BAD DEBT EXPENSE IS NOT SEPARATELY REPORTED AS AN EXPENSE. THE AMOUNT REPORTED ON PART III, LINE 3 IS THE ESTIMATED COST OF BAD DEBT ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER ST. ELIZABETH HEALTHCARE'S FINANCIAL ASSISTANCE POLICY ON A GROSS BASIS. Schedule H, Part III, Line 3 Bad Debt Expense Methodology THE ESTIMATED AMOUNT OF ST. ELIZABETH HEALTHCARE'S BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER ST. ELIZABETH HEALTHCARE'S FINANCIAL ASSISTANCE POLICY IS $5,706,319 THE PERCENTAGE OF BAD DEBTS THAT LIKELY COULD BE CHARITY CARE, IF ENOUGH INFORMATION WAS OBTAINED UP FRONT, WAS DEVELOPED WITH THE HELP OF OUR LARGEST COLLECTION AGENCY WHO HAS DETERMINED, BASED ON ACCOUNTS REVIEWED, WHO MAY NOT HAVE HAD THE FINANCIAL ABILITY TO PAY. ST. ELIZABETH HEALTHCARE ALSO BELIEVES THAT MANY PATIENTS FALL INTO THE CATEGORY WHERE THEY DO NOT MEET THE FEDERAL POVERTY GUIDELINES BUT YET CANNOT AFFORD THE COST OF THE SERVICES RENDERED, OR HAVE INSURANCE THAT MAY NOT COVER THE COST OF SERVICES. ST. ELIZABETH HEALTHCARE BELIEVES THESE NON REIMBURSED COSTS SHOULD BE COUNTED AS A BENEFIT TO THE COMMUNITY WE SERVE. THE AMERICAN HOSPITAL ASSOCIATION'S POSITION IS THAT BAD DEBTS SHOULD BE COUNTED AS A COMMUNITY BENEFIT. Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote FROM 2023 AUDITED FINANCIAL STATEMENTS, 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES: PATIENT ACCOUNTS RECEIVABLE: ACCOUNTS RECEIVABLE FOR PATIENTS, INSURANCE COMPANIES, AND GOVERNMENTAL AGENCIES ARE BASED ON GROSS CHARGES, REDUCED BY EXPLICIT PRICE CONCESSIONS PROVIDED TO THIRD-PARTY PAYORS, DISCOUNTS PROVIDED TO QUALIFYING INDIVIDUALS AS PART OF OUR FINANCIAL ASSISTANCE POLICY, AND IMPLICIT PRICE CONCESSIONS PROVIDED PRIMARILY TO SELF-PAY PATIENTS. ESTIMATES FOR EXPLICIT PRICE CONCESSIONS ARE BASED ON PROVIDER CONTRACTS, PAYMENT TERMS FOR RELEVANT PROSPECTIVE PAYMENT SYSTEMS, AND HISTORICAL EXPERIENCE ADJUSTED FOR ECONOMIC CONDITIONS AND OTHER TRENDS AFFECTING ST. ELIZABETH HEALTHCARE'S ABILITY TO COLLECT OUTSTANDING AMOUNTS. ST. ELIZABETH HEALTHCARE PERFORMS PERIODIC ASSESSMENTS TO DETERMINE IF AN ALLOWANCE FOR EXPECTED CREDIT LOSSES IS NECESSARY. INCURRED LOSS EXPERIENCE IS CONSIDERED AND ADJUSTED FOR KNOWN AND EXPECTED EVENTS AND OTHER CIRCUMSTANCES. IN ESTIMATING ITS EXPECTED CREDIT LOSSES, ST. ELIZABETH HEALTHCARE MAY CONSIDER CHANGES IN THE LENGTH OF TIME ITS RECEIVABLES HAVE BEEN OUTSTANDING, CHANGES IN CREDIT RATINGS FOR ITS PAYORS, AND NOTICES OF PAYOR BANKRUPTCIES OR PAYORS ENTERING RECEIVERSHIP. BECAUSE ST. ELIZABETH HEALTHCARE'S ACCOUNTS RECEIVABLE IS TYPICALLY PAID FOR BY HIGHLY-SOLVENT, CREDITWORTHY PAYORS, SUCH AS MEDICARE, OTHER GOVERNMENTAL PROGRAMS, AND HIGHLY REGULATED COMMERCIAL INSURERS ON BEHALF OF THE PATIENT, ST. ELIZABETH HEATHCARE'S CREDIT LOSSES HAVE BEEN INFREQUENT AND INSIGNIFICANT IN NATURE. AMOUNTS RECOGNIZED FOR ALLOWANCES FOR EXPECTED CREDIT LOSSES ARE IMMATERIAL TO THE FINANCIAL STATEMENTS. FOR RECEIVABLES ASSOCIATED WITH SELF-PAY PATIENTS, WHICH INCLUDES BOTH PATIENTS WITHOUT INSURANCE AND PATIENTS WITH DEDUCTIBLE AND COPAYMENT BALANCES DUE FOR WHICH THIRD-PARTY COVERAGE EXISTS FOR PART OF THE BILL, ST. ELIZABETH HEALTHCARE RECORDS SIGNIFICANT IMPLICIT PRICE CONCESSIONS IN THE PERIOD OF SERVICE ON THE BASIS OF ITS PAST EXPERIENCE, WHICH INDICATES THAT MANY PATIENTS ARE UNABLE OR UNWILLING TO PAY THE PORTION OF THEIR BILL FOR WHICH THEY ARE FINANCIALLY RESPONSIBLE. PATIENT SERVICE REVENUE: ST. ELIZABETH HEALTHCARE RECOGNIZES PATIENT SERVICE REVENUE AT THE TIME IN WHICH PERFORMANCE OBLIGATIONS ARE SATISFIED. THE AMOUNTS FROM PATIENT, THIRD-PARTY PAYORS, (INCLUDING MANAGED CARE AND GOVERNMENTAL PROGRAMS), AND OTHERS ARE SUBJECT TO CONTRACTUAL ADJUSTMENTS, DISCOUNTS, AND IMPLICIT PRICE CONCESSIONS AND INCLUDES VARIABLE CONSIDERATION FOR RETROACTIVE REVENUE ADJUSTMENTS DUE TO SETTLEMENT OF AUDITS, REVIEWS, AND INVESTIGATIONS. PATIENTS ARE GENERALLY BILLED WHEN DISCHARGED, THOUGH THEY MAY BE BILLED ON AN INTERIM BASIS FOR LONGER STAYS. ST. ELIZABETH HEALTHCARE DETERMINES THE TRANSACTION PRICE BASED ON GROSS CHARGES FOR SERVICES PROVIDED, REDUCED BY CONTRACTUAL ADJUSTMENTS PROVIDED TO THIRD-PARTY PAYORS, DISCOUNTS PROVIDED, AND IMPLICIT PRICE CONCESSIONS PROVIDED PRIMARILY TO UNINSURED PATIENTS. ST. ELIZABETH HEALTHCARE DETERMINES ITS ESTIMATES OF CONTRACTUAL ADJUSTMENTS AND DISCOUNTS BASED ON THE HISTORICAL COLLECTION EXPERIENCE, ADJUSTED FOR CURRENT ENVIRONMENTAL RISKS AND TRENDS FOR EACH MAJOR PAYOR SOURCE. ST. ELIZABETH HEALTHCARE PROVIDES CARE, WITHOUT CHARGE OR AT AMOUNTS LESS THAN ITS ESTABLISHED RATES, TO PATIENTS WHO MEET CERTAIN CRITERIA UNDER ITS CHARITY CARE POLICY. AMOUNTS DETERMINED TO QUALIFY AS CHARITY CARE ARE NOT REPORTED AS PATIENT SERVICE REVENUE. GENERALLY, PATIENTS WHO ARE COVERED BY THIRD-PARTY PAYORS ARE RESPONSIBLE FOR RELATED DEDUCTIBLES AND COINSURANCE, WHICH VARY IN AMOUNT. ST. ELIZABETH HEALTHCARE ALSO PROVIDES SERVICES TO UNINSURED PATIENTS, AND OFFERS THOSE UNINSURED PATIENTS A DISCOUNT, EITHER BY POLICY OR LAW, FROM STANDARD CHARGES. THE INITIAL ESTIMATE OF THE TRANSACTION PRICE IS DETERMINED BY REDUCING THE STANDARD CHARGE BY ANY CONTRACTUAL ADJUSTMENTS, DISCOUNTS, AND IMPLICIT PRICE CONCESSIONS. SUBSEQUENT CHANGES TO THE ESTIMATE OF THE TRANSACTION PRICE ARE GENERALLY RECORDED AS ADJUSTMENTS TO PATIENT SERVICE REVENUE IN THE PERIOD OF THE CHANGE. SELF-PAY REVENUES ARE DERIVED FROM PATIENTS WHO DO NOT HAVE ANY FORM OF HEALTHCARE COVERAGE AS WELL AS FROM PATIENTS WITH THIRD-PARTY HEALTHCARE COVERAGE RELATED TO THE PATIENT RESPONSIBILITY PORTION, INCLUDING DEDUCTIBLES AND CO-PAYMENTS. ST. ELIZABETH HEALTHCARE ESTIMATES THE TRANSACTION PRICE FOR SELF-PAY PATIENTS AND THE PATIENT RESPONSIBILITY PORTION USING VARIOUS METRICS, SUCH AS HISTORICAL CASH COLLECTION EXPERIENCE AND ENVIRONMENTAL TRENDS. BECAUSE ST. ELIZABETH HEALTHCARE PROVIDES CARE TO PATIENTS REGARDLESS OF THEIR ABILITY TO PAY, MANAGEMENT HAS DETERMINED THAT THE DIFFERENCE BETWEEN THE AMOUNTS BILLED TO PATIENTS AND THE AMOUNTS ST. ELIZABETH HEALTHCARE EXPECTS TO COLLECT REPRESENT IMPLICIT PRICE CONCESSIONS. SUBSEQUENT CHANGES THAT ARE DETERMINED TO BE THE RESULT OF AN ADVERSE CHANGE IN THE PATIENT'S ABILITY TO PAY ARE RECORDED TO CREDIT LOSS EXPENSE: PATIENTS WHO MEET ST. ELIZABETH HEALTHCARE'S CRITERIA FOR CHARITY CARE ARE PROVIDED CARE WITHOUT CHARGE OR AT AMOUNTS LESS THAN ESTABLISHED RATES. ST. ELIZABETH HEALTHCARE DOES NOT REPORT A CHARITY CARE PATIENT'S CHARGE IN REVENUES OR ACCOUNTS RECEIVABLE AS IT IS POLICY NOT TO PURSUE COLLECTION OF AMOUNTS RELATED TO THESE PATIENTS, AND THEREFORE, CONTRACTS WITH THESE PATIENTS DO NOT EXIST. Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs ST. ELIZABETH HEALTHCARE USES THE STEP DOWN METHODOLOGY TO DETERMINE COSTS FOR MEDICARE. THE REPORTS WERE THEN COMPLETED BY FOLLOWING THE GUIDANCE PROVIDED IN THE INSTRUCTIONS FOR PART III. ST. ELIZABETH HEALTHCARE BELIEVES MEDICARE LOSSES SHOULD BE AN ALLOWABLE COMMUNITY BENEFIT. ST. ELIZABETH HEALTHCARE PROVIDES NEEDED SERVICES TO THE ELDERLY AND DISABLED MEDICARE POPULATION AT A FINANCIAL LOSS TO ST. ELIZABETH HEALTHCARE TO HELP THOSE INDIVIDUALS GET THE CARE THEY NEED IN THE COMMUNITY WE SERVE. THE AMERICAN HOSPITAL ASSOCIATION'S POSITION IS ALSO THAT MEDICARE LOSSES SHOULD BE COUNTED AS COMMUNITY BENEFIT. Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance ST. ELIZABETH HEALTHCARE HAS A WRITTEN DEBT COLLECTION POLICY THAT ALSO INCLUDES A PROVISION ON THE COLLECTION PRACTICES TO BE FOLLOWED FOR PATIENTS WHO ARE KNOWN TO QUALIFY FOR CHARITY CARE OR FINANCIAL ASSISTANCE. IF A PATIENT QUALIFIES FOR CHARITY OR FINANCIAL ASSISTANCE, CERTAIN COLLECTION PRACTICES DO NOT APPLY. Schedule H, Part V, Section B, Line 16a FAP website A - ST. ELIZABETH FLORENCE: Line 16a URL: HTTPS://WWW.STELIZABETH.COM/CARE/PAY-MY-BILL/; Schedule H, Part V, Section B, Line 16b FAP Application website A - ST. ELIZABETH FLORENCE: Line 16b URL: HTTPS://WWW.STELIZABETH.COM/CARE/PAY-MY-BILL/; Schedule H, Part V, Section B, Line 16c FAP plain language summary website A - ST. ELIZABETH FLORENCE: Line 16c URL: HTTPS://WWW.STELIZABETH.COM/CARE/PAY-MY-BILL/; Schedule H, Part VI, Line 2 Needs assessment In 2023, St. Elizabeth Healthcare continued to work with the Northern Kentucky Office of Drug Control Policy and other community partners to address the issue of behavioral health (mental health and substance use) including the provision of financial support to the Northern Kentucky Addiction Helpline, providing data and support to community partners and local/state legislators to advocate for policies and funding that support treatment and recovery of substance use disorders, working with community partners to provide recovery support focused on employment/financial stability for people with substance use disorder, working with Safety Net Alliance and other partners to address the social determinants of health, and working with community mental health agencies in the promotion of mental health among youth and suicide prevention for all ages. St. Elizabeth Healthcare also expanded its Journey Recovery Center, an outpatient drug and alcohol treatment program, to allow for increased recovery options. In 2023, St. Elizabeth continued its support of Faith Community Pharmacy's Prescription Medication Programs. These programs provide life-sustaining prescriptions medications, free of charge, to those unable to pay, ensuring our Northern Kentucky community does not go without needed medications due to affordability. In 2023, St. Elizabeth Healthcare supported community partner's efforts to address community health and social determinants of health factors, including: * Emergency Shelter of Northern Kentucky * The ION Center For Violence Prevention * Freestore Foodbank * Last Mile Food Rescue * GO Pantry * Master Provisions * Transitions * Livestrong Program at the YMCA * LiveWell Coalitions * American Heart Association and American Cancer Society Schedule H, Part VI, Line 3 Patient education of eligibility for assistance PATIENT FINANCIAL ASSISTANCE PROGRAM INFORMATION IS POSTED AT EACH SITE (THERE IS A FRAMED SIGN POSTED IN SPANISH AND ENGLISH). IN ADDITION, THERE IS A 1-PAGE DESCRIPTION OF OUR FINANCIAL ASSISTANCE PROGRAM THAT IS ATTACHED TO THE "PATIENT RIGHTS AND RESPONSIBILITIES" DOCUMENT, AND ALL PATIENTS ARE GIVEN THESE DOCUMENTS UPON REGISTRATION. IF A PATIENT DOES NOT HAVE INSURANCE, THEY ARE ALSO OFFERED AN APPLICATION PACKET FOR FINANCIAL ASSISTANCE. PATIENTS ARE NOTIFIED OF THEIR FINANCIAL RESPONSIBILITY, THE PATIENT RIGHTS AND RESPONSIBILITIES DOCUMENT GIVEN TO ALL PATIENTS STATES THEY HAVE A RESPONSIBILITY TO "PROVIDE NECESSARY FINANCIAL INFORMATION TO ASSURE ACCURATE BILLING AND MEET FINANCIAL COMMITMENTS." THE FINANCIAL ASSISTANCE PLAN DOCUMENT THEY ARE GIVEN PROVIDES DETAILED INFORMATION ON ELIGIBLE FINANCIAL AID SERVICES, AND ALSO STATES THAT "FINANCIAL ASSISTANCE IS NOT CONSIDERED AN ALTERNATIVE OPTION TO PAYMENT, AND PATIENTS MAY BE ASSISTED IN FINDING OTHER MEANS OF PAYMENT FOR FINANCIAL ASSISTANCE BEFORE APPROVAL FOR ST. ELIZABETH FINANCIAL ASSISTANCE PROGRAM." THE FINANCIAL ASSISTANCE POLICY IS PUBLISHED ON ST. ELIZABETH HEALTHCARE'S WEB SITE. A WRITTEN COPY IS ALSO INCLUDED IN THE PATIENT HANDBOOK PROVIDED TO INPATIENT ADMISSIONS. A NOTICE THAT FINANCIAL ASSISTANCE IS AVAILABLE FOR QUALIFYING INDIVIDUALS IS PRINTED ON THE PATIENT BILLS. FINANCIAL COUNSELORS ARE AVAILABLE TO ASSIST PATIENTS TO DETERMINE QUALIFICATION AND A COPY OF THE POLICY IS AVAILABLE TO PATIENTS UPON REQUEST. Schedule H, Part VI, Line 4 Community information ST. ELIZABETH HEALTHCARE SERVES THE NORTHERN KENTUCKY COUNTIES, WHICH INCLUDE: BOONE, BRACKEN, CAMPBELL, CARROLL, GALLATIN, GRANT, HARRISON, KENTON, MASON, OWEN, PENDLETON, ROBERTSON, AND SOUTHEASTERN INDIANA COUNTIES: DEARBORN, FRANKLIN, RIPLEY, OHIO, AND SWITZERLAND. THESE SERVICE AREAS INCLUDE URBAN, SUBURBAN, AND RURAL AREAS. THE TOTAL POPULATION OF THE SERVICE AREAS IS OVER 636,000. ST. ELIZABETH HEALTHCARE'S SERVICE AREAS DURING 2023 WAS DETERMINED BY IDENTIFYING WHERE 90% OF ITS PATIENT POPULATION ORIGINATES. THIS APPROACH ENSURES THAT THE ASSESSMENT WAS NOT LIMITED TO CERTAIN GEOGRAPHIC AREAS BUT INCLUDED THE MAJORITY OF THE POPULATION SERVED. THE DATA REVEALED THAT 83% OF THE PATIENT POPULATION RESIDES IN THE COUNTIES THAT MAKE UP THE NORTHERN KENTUCKY AREA DEVELOPMENT DISTRICT (NKADD). THE NKADD ENCOMPASSES THE COUNTIES OF BOONE, CAMPBELL, CARROLL, GALLATIN, GRANT, KENTON, OWEN, AND PENDLETON, AND REPRESENTS OVER 472,000 RESIDENTS. WITH THE EXCEPTION OF ST. ELIZABETH DEARBORN, ALL OTHER HOSPITALS IN THE ST. ELIZABETH HEALTHCARE SYSTEM ARE LOCATED IN THIS REGION. THE PRIMARY SERVICE AREAS ARE PREDOMINANTLY NORTHERN KENTUCKY AND SOUTHEAST INDIANA. POPULATION BY ORIGIN: 87.60% WHITE, 3.21% BLACK, 3.32% HISPANIC, 1.20% ASIAN, 0.10% NATIVE HAWAIIAN AND OTHER PACIFIC ISLANDER, 0.26% AMERICAN INDIAN AND ALASKA NATIVE, 1.81 % OTHER. POPULATION BY AGE: UNDER 5; 6.17%; UNDER 18; 22.95%; 18-64; 59.53 %; 65+; 17.52%. PERSONS BELOW POVERTY LEVEL IN NKY, ALL AGES: 9.54 %. DUE TO THE ENACTMENT OF THE AFFORDABLE CARE ACT, IT IS ESTIMATED THAT APPROXIMATELY 6% OF THE NORTHERN KENTUCKY AND SOUTHEASTERN INDIANA POPULATION UNDER AGE 65 REMAINS UNINSURED. THE MEDIAN HOUSEHOLD INCOME OF THE REGION IS AS FOLLOWS: CARROLL COUNTY -$50,625, OWEN COUNTY -$56,485, GRANT COUNTY - $65,461, CAMPBELL COUNTY - $71,979, KENTON COUNTY - $76,016, BOONE COUNTY - $91,697, GALLATIN COUNTY -$58,641, PENDLETON COUNTY - $58,723, DEARBORN COUNTY -$80,352, FRANKLIN COUNTY -$75,985, RIPLEY COUNTY -$70,285, SWITZERLAND COUNTY - $66,525, OHIO COUNTY - $66,333. THE POVERTY LEVEL OF THE REGION IS AS FOLLOWS: CARROLL COUNTY - 16.3%, OWEN COUNTY - 14.6%, GRANT COUNTY - 13.0%, CAMPBELL COUNTY - 9.5%, KENTON COUNTY - 10.8%, BOONE COUNTY 7.4%, GALLATIN COUNTY - 13.3%, PENDLETON COUNTY - 14.4%, DEARBORN COUNTY - 10.6%, FRANKLIN COUNTY - 14.1%, RIPLEY COUNTY - 12.0%, SWITZERLAND COUNTY - 13.6%, OHIO COUNTY - 9.1%. THERE ARE SIX (6) OTHER HOSPITALS THAT SERVE THE NORTHERN KENTUCKY COMMUNITY. 1. GATEWAY REHABILITATION HOSPITAL IN BOONE COUNTY, 2. CARROLL COUNTY MEMORIAL HOSPITAL IN CARROLL COUNTY, 3. HARRISON MEMORIAL HOSPITAL IN HARRISON COUNTY, 4. ENCOMPASS REHABILITATION HOSPITAL IN KENTON COUNTY, 5. MEADOWVIEW REGIONAL MEDICAL CENTER IN MASON COUNTY, AND 6. SUN BEHAVORIAL HEALTH IN KENTON COUNTY. THERE IS ONE (1) OTHER HOSPITAL THAT SERVES THE SOUTHERN INDIANA COMMUNITY - MARGARET MARY HEALTH HOSPITAL IN RIPLEY COUNTY. THERE ARE A NUMBER OF HOSPITALS THAT SERVE THE SOUTHERN OHIO COMMUNITY, INCLUDING: THE CHRIST HOSPITAL, TRIHEALTH, MERCY HEALTH, AND THE UNIVERSITY OF CINCINNATI MEDICAL CENTER. THERE ARE A FEW FEDERALLY DESIGNATED - MEDICALLY UNDERSERVED AREAS OR POPULATIONS IN THE COMMUNITIES. Schedule H, Part VI, Line 5 Promotion of community health ST. ELIZABETH HEALTHCARE FURTHERS ITS EXEMPT PURPOSES IN IMPROVING COMMUNITY HEALTH STATUS BY: 1) ST. ELIZABETH HEALTHCARE'S BOARD OF TRUSTEES IS MADE UP OF COMMUNITY REPRESENTATIVES TO ENSURE THAT ST. ELIZABETH HEALTHCARE ADHERES TO ITS MISSION TO IMPROVE THE HEALTH OF THE PEOPLE WE SERVE. THE MAJORITY OF THE GOVERNING BODY IS COMPRISED OF PERSONS WHO RESIDE WITHIN ST. ELIZABETH'S PRIMARY SERVICE AREA. ST. ELIZABETH EXTENDS MEDICAL STAFF PRIVILEGES TO ALL QUALIFIED PHYSICIANS IN ITS COMMUNITY FOR SOME OR ALL OF ITS DEPARTMENTS OR SPECIALTIES. 2) ENCOURAGING AND SUPPORTING STAFF TO PARTICIPATE ON VARIOUS COMMUNITY BOARDS/ACTIVITIES THAT SUPPORT AND/OR DEVELOP PROGRAMS THAT ADDRESS COMMUNITY HEALTH NEEDS AND WORKFORCE DEVELOPMENT. 3) THROUGH ITS PRIMEWISE NETWORK, ST. ELIZABETH HEALTHCARE CONNECTS ADULTS 50+ TO PROGRAMS INCLUDING LOW IMPACT EXERCISE, HEALTH EDUCATION AND SCREENINGS, COMMUNITY EVENTS, WELLNESS PROGRAMS, AND DRIVER'S SAFETY. 4) EACH YEAR, ST. ELIZABETH HEALTHCARE PRODUCES AND DISTRIBUTES MORE THAN 600,000 DIFFERENT PIECES OF HEALTH-RELATED INFORMATION OR INVITATIONS TO HEALTH-RELATED EDUCATIONAL EVENTS THROUGHOUT THE COMMUNITY - WHICH IS AN AVERAGE OF NEARLY 4 PIECES OF INFORMATION PER NORTHERN KENTUCKY HOUSEHOLD. 5) ST. ELIZABETH HEALTHCARE PARTNERS WITH COMMUNITY ORGANIZATIONS AND BUSINESS AGENCIES TO PRESENT HEALTH RELATED PROGRAMS AND HEALTH SCREENINGS. 6) ST. ELIZABETH APPLIES SURPLUS FUNDS TO IMPROVE PATIENT CARE BY IMPROVING FACILITIES, ACCESS TO CARE, TECHNOLOGY, RECRUITING AND RETAINING TOP TALENT, AND CONTINUING EDUCATION OF OUR STAFF THROUGH EITHER RESIDENCY OR COLLEGE EDUCATIONAL PROGRAMS. EXAMPLES OF HOW SURPLUS FUNDS WERE APPLIED IN 2023 ARE AS FOLLOWS: a. ST. ELIZABETH HEALTHCARE PROVIDED OUTREACH TO THE COMMUNITIES THROUGH THE MOBILE MAMMOGRAPHY AND MOBILE HEART PROGRAMS. b. ST. ELIZABETH HEALTHCARE PROVIDED COHORT EDUCATIONAL PROGRAMS WITH THE NORTHERN KENTUCKY UNIVERSITY (NKU), THOMAS MORE UNIVERSITY (TMU), AND MT. SAINT JOSEPH UNIVERSITY (MSJU) TO PROVIDE FOR CONTINUING AND/OR ADDITIONAL EDUCATION FOR OUR STAFF. c. THE CONTINUED FINANCIAL ASSISTANCE AND SUPPORT FOR THE ST. ELIZABETH FAMILY MEDICINE RESIDENCY PROGRAM WHICH IS COMPRISED OF THIRTY (30) FAMILY PRACTICE RESIDENTS WHO LIVE AND STAY IN THE COMMUNITY TO IMPROVE AND ENHANCE THE ACCESS TO PRIMARY CARE FOR THE PEOPLE WE SERVE. d. ST. ELIZABETH HEALTHCARE CONTINUES FINANCIAL SUPPORT FOR OUR PARISH NURSING PROGRAM WHICH PROVIDES OUTREACH, EDUCATION, AND PREVENTION INFORMATION TO more than 60 congregations across seven Northern Kentucky and Ohio counties. e. ST. ELIZABETH HEALTHCARE CONTINUES FINANCIAL SUPPORT FOR PREVENTION AND INJURY TREATMENT FOR ATHLETES ATTENDING SCHOOLS IN OUR COMMUNITIES. f. ST. ELIZABETH HEALTHCARE SPONSORS COMMUNITY BENEFITS TO ADDRESS THE HEALTHCARE NEEDS FOR DISEASES SUCH AS OBESITY, DIABETES, AND HEART DISEASE FOR THE PEOPLE WE SERVE. g. ST. ELIZABETH PHYSICIANS PRIMARY CARE PROVIDED ENHANCED SERVICES FOR EDUCATION AND RESOURCES TO THOSE IN THE COMMUNITY WE SERVE WHO STRUGGLE WITH OBESITY AND ENSUING CO-MORBIDITIES. Schedule H, Part VI, Line 6 Affiliated health care system ST. ELIZABETH HEALTHCARE IS A SYSTEM THAT FEATURES FIVE (5) FACILITIES THROUGHOUT NORTHERN KENTUCKY AND SOUTHEAST INDIANA. LOCATED IN NORTHERN KENTUCY ARE: (I) ST. ELIZABETH - EDGEWOOD; (II) ST. ELIZABETH - FLORENCE; (III) ST. ELIZABETH - FORT THOMAS; (IV) ST. ELIZABETH - GRANT; AND (V) ST. ELIZABETH - DEARBORN WHICH IS LOCATED IN SOUTHEAST INDIANA. EACH OF THESE FACILITIES ADDRESSES THE SPECIFIC NEEDS OF ITS LOCALE AS IDENTIFIED BY THE PATIENTS IN THE COMMUNITY. THE SERVICE AREAS VARY FROM RURAL AREAS TO SUBURBAN AREAS TO URBAN AREAS. ST. ELIZABETH HEALTHCARE OFFERS OVER 1,191 LICENSED BEDS, OVER 10,780 EMPLOYEES, 1,215 PHYSICIAN PROVIDERS WITH FULL ADMITTING PRIVILEGES AND A WHOLLY OWNED PHYSICIAN ORGANIZATION (SEP) WHICH INCLUDES OVER 168 PRIMARY CARE AND SPECIALTY OFFICE LOCATIONS. ST. ELIZABETH HEALTHCARE IS SPONSORED BY THE DIOCESE OF COVINGTON. Schedule H, Part VI, Line 7 State filing of community benefit report KY true ADVENTURE CREW 2692 MADISON RD STE N1-414 CINCINNATI OH 45208 474230979 501(c)(3) 10000 Program Support A-L TIER II LLC 505 HOBBS RD JEFFERSON CITY MO 65109 474230979 FOR-PROFIT 45000 Program Support ALZHEIMERS DISEASE AND RELATED DISORDERS 225 NORTH MICHIGAN AVENUE SUITE 1700 CHICAGO IL 60601 133039601 501(c)(3) 7000 Program Support AMERICAN CANCER SOCIETY INC 402 COOMER ST SOMERSET KY 42503 131788491 501(c)(3) 25000 Program Support AMERICAN HEART ASSOCIATION INC 5211 MADISON AVE CINCINNATI OH 45227 135613797 501(c)(3) 226559 Program Support ARTHRITIS FOUNDATION INC 2209 HEATHER LANE LOUISVILLE KY 40218 581341679 501(c)(3) 40000 Program Support BECKFIELD COLLEGE LLC 16 SPIRAL DRIVE FLORENCE KY 41042 204881637 FOR-PROFIT 84050 Program Support BEECHWOOD BOARD OF EDUCATION 50 BEECHWOOD RD FT MITCHELL KY 41017 616001268 Beechwood 18000 Program Support BOONE COUNTY BOARD OF EDUCATION 99 CENTER STREET FLORENCE KY 41042 616001252 Boone County 54894 Program Support BOONE COUNTY FISCAL COURT PO BOX 960 BURLINGTON KY 41005 616000718 Boone County 25898 Program Support BOY SCOUTS OF AMERICA-COUNCIL 438 10078 READING ROAD CINCINNATI OH 45241 310536651 501(c)(3) 7300 Program Support BOYS AND GIRLS CLUBS OF GREATER CINCINNATI 600 DALTON AVE CINCINNATI OH 45203 310536965 501(c)(3) 10750 Program Support BRIGHTON CENTER INC PO BOX 325 NEWPORT KY 41072 610673886 501(c)(3) 510750 Program Support CANCER FAMILY CARE INC 4790 RED BANK EXPRESSWAY SUITE 128 CINCINNATI OH 45227 310805286 501(c)(3) 47250 Program Support CANCER SUPPORT COMMUNITY GREATER CINCINNATINKY 4918 COOPER RD CINCINNATI OH 45242 311287785 501(c)(3) 31000 Program Support CATALYTIC DEVELOPMENT FUND 50 E RIVERCENTER BLVD COVINGTON KY 41011 263389252 501(c)(3) 25000 Program Support CATHOLIC CHARITIES DIOCESE OF COVINGTON 3629 CHURCH ST COVINGTON KY 41015 610461728 501(c)(3) 15300 Program Support CB ORANGE ATHLETIC SOLUTIONS INC 10 OLD CLAIRTON RD STE 324 PITTSBURGH PA 15236 881674122 For-Profit 21917 3rd Party Payment to provide sports equipment CHILDREN'S HOME OF NORTHERN KENTUCKY INC 200 HOME RD COVINGTON KY 41011 237068704 501(c)(3) 500000 Program Support CINCINNATI INSTITUTE OF FINE ARTS PO BOX 630561 CINCINNATI OH 452630561 310537138 501(c)(3) 22500 Program Support CINCINNATI REDS COMMUNITY FUND 100 JOE NUXHALL WAY CINCINNATI OH 452024109 311790195 501(c)(3) 128659 Program Support CITY OF LAWRENCEBURG PO BOX 4166 LAWRENCEBURG IN 47025 356001085 Lawrenceburg 10000 Program Support COMMONWEALTH FUND FOR KET INC 2355 DIXIE HWY FT MITCHELL KY 41017 616001915 Ft. Mitchell 10000 Program Support COVINGTON BUSINESS COUNCIL 50 E RIVERCENTER BLVD SUITE 160 COVINGTON KY 41011 310963057 501(c)(6) 15500 Program Support COVINGTON PARTNER INC PO BOX 426 COVINGTON KY 41012 201515753 501(c)(3) 30000 Program Support COVINGTON ROTARY CLUB FOUNDATION INC 1885 DIXIE HIGHWAY STE 330 FORT WRIGHT KY 41011 833039844 501(c)(3) 10000 Program Support CYNOSURE INC 5 CARLISLE RD WESTFORD MA 01886 043125110 For-Profit 14269 3rd Party Payment to provide goods and labor DAYTON INDEPENDENT SCHOOLS 200 CLAY STREET DAYTON KY 41074 616001401 Dayton 85000 Program Support DEARBORN COUNTY CHAMBER OF COMMERCE 320 WALNUT ST LAWRENCEBURG IN 47025 351092955 501(c)(6) 11000 Program Support DENTAL ASSISTING ACADEMY 1575 WINCHESTER ROAD STE 110 LEXINGTON KY 40505 830437571 For-Profit 7876 Program Support DIOCESAN CATHOLIC CHILDRENS HOME INC 75 ORPHANAGE RD FT MITCHELL KY 41017 610463943 501(c)(3) 525000 Program Support EXCEL SPORTS MANAGEMENT LLC 1700 BROADWAY 29TH FLOOR NEW YORK NY 10019 452780471 For-Profit 126875 Program Support FAITH COMMUNITY PHARMACY INC 601 WASHINGTON AVENUE NEWPORT KY 41071 611378914 501(c)(3) 100000 Program Support FAMILY NURTURING CENTER OF KENTUCKY INC 5 S SPIRAL DRIVE SUITE 100 FLORENCE KY 41042 311011326 501(c)(3) 6500 Program Support FORT THOMAS EDUCATION FOUNDATION PO BOX 75090 FT THOMAS KY 41075 611393646 Ft. Thomas 11250 Program Support FORT THOMAS INDEPENDENT SCHOOLS PO BOX 75090 FT THOMAS KY 41075 611393646 Ft. Thomas 126500 Program Support FREESTORE FOODBANK INC 112 E LIBERTY ST CINCINNATI OH 45202 237122205 501(c)(3) 25000 Program Support GAMBLE SPORTS PROPERTIES LLC 8549 MONTGOMERY RD CINCINNATI OH 452362366 272508231 For-Profit 43615 3rd Party Payment to support NKY High School sports programs GO PANTRY CORPORATION 7960 KENTUCKY DRIVE SUITE 1 FLORENCE KY 41042 465637704 501(c)(3) 25000 Program Support HISPANIC CHAMBER CINCINNATI USA 2637 ERIE AVE STE 206 CINTI OH 45208 311458839 501(c)(6) 10000 Program Support HOLLAND FOUNDATION FOR SIGHT RESTORATION INC 1360 DOLWICK DR STE 205 ERLANGER KY 41018 842983479 501(c)(3) 100000 Program Support HOLY CROSS HIGH SCHOOL 3617 CHURCH ST COVINGTON KY 41015 621577563 501(c)(3) 11240 Program Support HONOR RUN FOUNDATION 6297 REMINGTON COVE BURLINGTON KY 41005 465547770 501(c)(3) 22500 Program Support HORIZON COMMUNITY FUNDS OF NORTHERN KY 50 E RIVERCENTER BLVD STE 431 COVINGTON KY 41011 821388190 501(c)(3) 273000 Program Support IMPACT APPLICATIONS INC PO BOX 7410153 CHICAGO IL 606740153 010690886 For-Profit 9792 3rd Party Payment for concussion software for local athletes JARO OF KY INC 450 E 43RD ST COVINGTON KY 41015 610932219 For-Profit 10000 3rd Party Payment KENTON COUNTY BOARD OF EDUCATION 1055 EATON DR FT WRIGHT KY 41017 616001301 Kenton County 77250 Program Support KENTUCKY CENTER FOR PUBLIC SERVICE 644 BRADDOCK CT EDGEWOOD KY 41017 463464828 501(c)(3) 15000 Program Support KENTUCKY REFUGEE MINISTRIES INC 632 RUSSELL STREET COVINGTON KY 41011 611229842 501(c)(3) 50000 Program Support LAST MILE FOOD RESCUE INC 1775 MENTOR AVE 403 CINCINNATI OH 45212 834495745 501(c)(3) 25000 Program Support LIFE LEARNING CENTER INC 20 W 18TH ST COVINGTON KY 41011 203454261 501(c)(3) 20500 Program Support LUDLOW BOARD OF EDUCATION 525 ELM ST LUDLOW KY 41016 616001318 Ludlow 12000 Program Support MARCH OF DIMES INC 10806 KENWOOD RD CINCINNATI OH 45242 131846366 501(c)(3) 7500 Program Support MASTER PROVISIONS INC 7725 FOUNDATION DRIVE FLORENCE KY 41042 611262540 501(c)(3) 28500 Program Support MCCORD SIGNS LLC 1090 W EADS PARKWAY LAWRENCEBURG IN 47025 510660199 For-Profit 27587 3rd Party Payment for banners and signs to support local schools MEMORABLE EXPERIENCES LLC 1379 DONALDSON HWY ERLANGER KY 41018 854248488 For-Profit 7818 3rd Party Payment METROPOLITAN CLUB INC 50 E RIVER CENTER BLVD 1900 COVINGTON KY 41011 611188518 For-Profit 15000 3rd Party Payment for awards dinner sponsorship MILAN COMMUNITY SCHOOL CORPORATION 412 EAST CARR STREET MILAN IN 47031 356002642 Milan 10000 Program Support NATIONAL FOOTBALL LEAGUE ALUMNI INC 3000 MIDATLANTIC DR MT LAUREL NJ 08054 271288873 501(c)(5) 30000 Program Support NEVCO SPORTS LLC 301 E HARRIS AVE GREENVILLE IL 622462193 822233879 For-Profit 19925 3rd Party Payment to provide sports equipment to local schools NEW PERCEPTIONS INC ONE SPERTI DR EDGEWOOD KY 41017 610705047 501(c)(3) 6000 Program Support NEWPORT BOARD OF EDUCATION 900 E 6TH ST NEWPORT KY 41071 613001336 Newport 10000 Program Support NIEHAUS CORPORATON 2335 BUTTERMILK CROSSING SUITE 314 CRESCENT SPRINGS KY 41017 611064722 For-Profit 26120 Program Support NORTHERN KENTUCKY AREA DEVELOPMENT 22 SPIRAL DR FLORENCE KY 41042 610719369 501(c)(3) 158088 Program Support NORTHERN KENTUCKY CHAMBER OF COMMERCE PO BOX 17416 FT MITCHELL KY 41017 610679408 501(c)(6) 47420 Program Support NORTHERN KENTUCKY COMMUNITY ACTION COMMISSION INC 717 MADISON AVE COVINGTON KY 41011 610667805 501(c)(3) 6500 Program Support NORTHERN KENTUCKY EDUCATION COUNCIL 7310 TURFWAY RD STE 115 FLORENCE KY 41042 203105862 501(c)(3) 23875 Program Support NORTHERN KENTUCKY REGIONAL ALLIANCE INC 50 E RIVERCENTER BLVD STE 250 COVINGTON KY 41011 311489316 501(c)(3) 100000 Program Support NORTHERN KENTUCKY SYMPHONY INC PO BOX 72810 NEWPORT KY 41072 311190635 501(c)(3) 10000 Program Support NORTHERN KENTUCKY UNIVERSITY COLLEGE OF HEALTH 100 NUNN DR HC206 HIGHLAND HEIGHTS KY 41099 611010545 Kentucky 1400213 Program Support NORTHERN KY BRANCH NAACPBOWLES CENTER P O BOX 1295 COVINGTON KY 410121295 202652162 501(c)(4) 9000 Program Support NORTHERN KY FOOTBALL COACHES ASSOCIATION 458 GENERAL DR FT WRIGHT KY 41011 611606788 Kentucky 15000 Program Support NOTRE DAME ACADEMY INC 1699 HILTON DR PARK HILLS KY 41011 260710957 501(c)(3) 95000 Program Support ONE DEARBORN INC 500 INDUSTRIAL DR STE 2110 LAWRENCEBURG IN 47025 815269669 501(c)(6) 15000 3rd Party Payment for community investment OVARIAN CANCER ALLIANCE OF GR CINCINNATI P O BOX 42277 CINCINNATI OH 45242 823862604 501(c)(3) 9000 Program Support PRICHARD COMMITTEE FOR ACADEMIC EXCELLENCE INC 271 W SHORT ST LEXINGTON KY 40507 611026214 501(c)(3) 10000 Program Support ROMAN CATHOLIC DIOCESE OF COVINGTON 1125 MADISON AVE COVINGTON KY 41011 610458380 501(c)(3) 1113150 Program Support SIDE EFFECTS INC 259 INDUSTRIAL DR FRANKLIN OH 45005 311580727 For-Profit 12100 Program Support SINCLAIR MEDIA III INC PO BOX 206270 DALLAS TX 753206270 521836394 For-Profit 7500 3rd Party Payment for NKY community day SOCIETY OF ST VINCENT DE PAUL COUNCIL OF NORTHERN KY INC 2655 CRESCENT SPRINGS RD COVINGTON KY 41017 320350542 501(c)(3) 16500 Program Support SUPT OF SCHOOLS OF BELLEVUE 219 CENTER ST BELLEVUE KY 41073 616001387 Bellevue 10340 Program Support SWITZERLAND COUNTY SCHOOL CORPORATION 12085 LAKE GENEVA RD VEVAY IN 47043 352116640 501(c)(3) 10000 Program Support THE ABERCRUMBIE GROUP 10301 GIVERNY BLVD CINCINNATI OH 45241 300520187 For-Profit 10000 3rd Party Payment - DEI program support THE CARNEGIE VISUAL AND PERFORMING ARTS CENTER INC 1028 SCOTT BLVD COVINGTON KY 41017 610897319 501(c)(3) 10000 Program Support THE CINCINNATI REDS LLC 100 JOE NUXHALL WAY CINCINNATI OH 45202 311002055 For-Profit 50605 Program Support THE NORTHERN KENTUCKY ATHLETIC CONFERENCE 1055 EATON DR FT WRIGHT KY 41011 611038755 For-Profit 20000 3rd Party Payment - Local High School sports support THOMAS MORE UNIVERSITY INC 333 THOMAS MORE PARKWAY CRESTVIEW HILLS KY 41017 610448560 501(c)(3) 1703063 Program Support TRANSITIONS INC 1650 RUSSELL ST COVINGTON KY 41011 610707125 501(c)(3) 30000 Program Support TRI-COUNTY ECONOMIC DEVELOPMENT 300 BUTTERMILK PIKE SUITE 332 LAKESIDE PARK KY 41017 832547630 501(c)(3) 200000 Program Support UNITED WAY OF GREATER CINCINNATI PO BOX 632711 CINCINNATI OH 452632711 310537502 501(c)(3) 7000 Program Support UNIVERSITY OF CINCINNATI P O BOX 933038 CLEVELAND OH 44193 316000989 OHIO 32838 Program Support VARSITY BRANDS HOLDING CO INC 14460 VARSITY BRANDS WAY FARMERS BRANCH TX 75244 472460272 For-Profit 13031 Program Support VILLA MADONNA ACADEMY INC 2500 AMSTERDAM RD VILLA HILLS KY 41017 610541637 501(c)(3) 25500 Program Support VOLUNTEERS OF AMERICA MID-STATES INC 570 SOUTH FOURTH STREET SUITE 100 LOUISVILLE KY 40202 610480950 501(c)(3) 200000 Program Support WELCOME HOUSE OF NORTHERN KY 1132 GREENUP STREET COVINGTON KY 41011 611020382 501(c)(3) 401500 Program Support WOMEN'S CRISIS CENTER INC 3580 HARGRAVE DR HEBRON KY 41048 610908752 501(c)(3) 20000 Program Support WOOD HUDSON CANCER RESEARCH LAB INC 931 ISABELLA ST NEWPORT KY 41071 341336975 501(c)(3) 25000 Program Support YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER CINCINNATI 1105 ELM ST CINCINNATI OH 452027513 310537178 501(c)(3) 52700 Program Support ZOOLOGICAL SOCIETY OF CINCINNATI 3400 VINE ST CINCINNATI OH 45220 310537171 501(c)(3) 7500 Program Support 72 27 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. St. Elizabeth has an established and standardized review and approval process used to monitor grant requests. First, all requests for sponsorship must be submitted on a completed Sponsorship Request Form, including a letter of request on the organization's letterhead and a breakdown of all sponsorship levels that include benefits. St. Elizabeth asks that all organizations submit requests a minimum of 60 days prior to the publication of any marketing materials for the event and/or their sponsorship deadline. All requests that are received less than 60 days in advance risk being excluded from consideration. All sponsorships are subject to an annual review and evaluation. The St. Elizabeth Sponsorship Committee meets monthly to evaluate and make sponsorship recommendations. All decisions are based on consistency with the criteria mentioned above. However, due to the overwhelming number of requests and limited availability of funds, a request may be denied, even if it fits the criteria. An official notification of approval or denial comes in the form of a letter or email. X X X X X false true false false false false false false false Garren Colvin PRESIDENT/CEO 1221751 0 128297 0 28052 0 18300 0 30746 0 1427146 0 0 0 Latonya Brown-Puryear MD PHYSICIAN/TRUSTEE 0 369648 0 46711 0 25570 0 18300 0 38523 0 498752 0 0 Curtis Dorsch MD TRUSTEE/PHYSICIAN/SEP CHAIR 0 476923 0 57734 0 27706 0 18300 0 36414 0 617077 0 0 Gary Blank EXECUTIVE VP & COO 648753 0 109571 0 32807 0 18300 0 31346 0 840778 0 0 0 Lisa Frey EXECUTIVE VP LEGAL SERVICES/GENERAL COUNSEL/CORPORATE SECRETARY 496605 0 108512 0 27473 0 18300 0 16522 0 667412 0 0 0 Lori Ritchey-Baldwin Executive Vice President/CFO/Treasurer 620758 0 195146 0 33154 0 18300 0 31346 0 898705 0 0 0 Christopher G Carle FORMER PRESIDENT/CEO SEPN, COO - DEARBORN 18116 0 142980 0 0 0 18300 0 0 0 179397 0 0 0 James Parsons FORMER SVP HUMAN RESOURCES 1292 0 113234 0 6451 0 0 0 0 0 120977 0 0 0 Kevin Gessner SVP SITE AMDINISTRATOR FTT COV & HVI 368253 0 0 0 23681 0 0 0 28849 0 420783 0 0 0 Bruno Giacomuzzi COO Flo FT Cov & SVP Prof Svcs 350552 0 121442 0 29354 0 18300 0 38448 0 558096 0 0 0 Sarah Giolando SVP/CHIEF STRATEGY OFFICER 441452 0 79936 0 23668 0 18300 0 36071 0 599426 0 0 0 Vera Hall EXECUTIVE VP 363530 0 12305 0 25603 0 18300 0 3536 0 423274 0 0 0 James Horn MD EXECUTIVE VP 413625 0 81147 0 25914 0 18300 0 36098 0 575084 0 0 0 Kathy Lynn Jennings SVP PATIENT CARE/ONCOLOGY 225980 0 57457 0 26901 0 18300 0 24105 0 352742 0 0 0 LaRoy Kendall MD SVP MEDICAL SERVICES, CMO 419043 0 87042 0 29384 0 18300 0 25674 0 579443 0 0 0 Julie McGregor SVP HUMAN RESOURCES 411419 0 112500 0 1555 0 18300 0 37957 0 581731 0 0 0 Heidi Murley MD SEP PRESIDENT/CEO 524598 0 172125 0 5039 0 18300 0 42558 0 762621 0 0 0 Harry Watson Sr. VP Facilities 290782 0 62103 0 22458 0 18300 0 4592 0 398236 0 0 0 Thomas Carrigan MD PHYSICIAN 965320 0 144433 0 25859 0 18300 0 27278 0 1181190 0 0 0 Mario Castillo-Sang MD PHYSICIAN 1049276 0 128593 0 25770 0 18300 0 5395 0 1227334 0 0 0 Saeb Khoury MD PHYSICIAN 922212 0 154008 0 36538 0 18300 0 38460 0 1169519 0 0 0 Stephen Schutzman MD PHYSICIAN 1011386 0 124683 0 24726 0 18300 0 39324 0 1218419 0 0 0 Mohamad Sinno MD PHYSICIAN 893991 0 150263 0 27067 0 18300 0 39060 0 1128681 0 0 0 Jacob Bast SEP COO/SECRETARY 436944 0 119757 0 2891 0 18300 0 34459 0 612351 0 0 0 Bruce Henley SEP CFO/TREASURER 345913 0 8003 0 33847 0 17659 0 30235 0 435658 0 0 0 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan Certain individuals listed in Part VII participated in a split dollar life insurance plan. Please refer to Schedule L for participants, premiums and outstanding loan amounts. A KENTUCKY ECONOMIC DEVELOPMENT FINANCE AUTHORITY 521643102 2009-12-09 38150000 PARTIAL REFUNDING OF BONDS ISSUED 6/11/03 false false false B KENTUCKY BOND DEVELOPMENT CORPORATION 472650498 2015-12-30 50000000 RENOVATIONS TO HOSPITAL false false false C KENTUCKY BOND DEVELOPMENT CORPORATION 472650498 2015-12-30 50000000 RENOVATIONS TO HOSPITAL false false false D KENTUCKY BOND DEVELOPMENT CORPORATION 472650498 491210AW0 2016-05-12 98494028 ADVANCE REFUNDING OF SERIES 2009A BONDS false false false A 18550000 0 38150000 0 0 0 360000 0 0 0 37790000 0 2003 true false true true B 10250000 0 50716101 0 0 0 245000 0 0 50471101 0 0 2018 false false true true C 8125000 0 50015016 0 0 0 222000 0 0 49793016 0 0 2018 false false true true D 19385000 0 101059194 0 0 0 1123044 0 0 0 99936150 0 2009 false true true true A false false true true false 0.0 0.0095 0.0095 false false true B false false true true true true 0.0 0.005 0.005 false false true C false false true true true true 0.0 0.0069 0.0069 false false true D false false true true false 0.0 0.0111 0.0111 false false true A false false false true true false false false true B false false false true false false false false true C false false false true true true PNC Bank National Association 30.0 false false false false true D false false true false false false false false true A true B true C true D true Schedule K, Part V Procedures to Undertake Corrective Action St. Elizabeth Medical Center, Inc. d/b/a St. Elizabeth Healthcare has written procedures to ensure that any potential violations of federal tax requirements are timely identified. If self-remediation is not available under applicable regulations, St. Elizabeth Healthcare would contact its bond counsel regarding the IRS's Voluntary Closing Agreement Program. Schedule K, Part III, Line 4 Research Agreement Revenue The amount of revenue from the Research Agreements is de minimis representing less than 0.105% of the Total Operating Revenue. Schedule K, Part II, Line 3 TOTAL PROCEEDS OF ISSUE SERIES 2015A - DIFFERENCE BETWEEN ISSUE PRICE (ISSUE DATE 12/30/2015) IN PART I, LINE B, COLUMN E AND TOTAL PROCEEDS OF ISSUE IN PART II, COLUMN B, LINE 3 IS INVESTMENT EARNINGS DURING THE PROJECT PERIOD. SERIES 2015B - DIFFERENCE BETWEEN ISSUE PRICE (ISSUE DATE 12/30/2015) IN PART I, LINE C, COLUMN E AND TOTAL PROCEEDS OF ISSUE IN PART II, COLUMN C, LINE 3 IS INVESTMENT EARNINGS DURING THE PROJECT PERIOD. SERIES 2016 - DIFFERENCE BETWEEN ISSUE PRICE (ISSUE DATE 5/12/2016) IN PART I, LINE D, COLUMN E AND TOTAL PROCEEDS OF ISSUE IN PART II, COLUMN D, LINE 3 IS INVESTMENT EARNINGS DURING THE PROJECT PERIOD. SERIES 2019A - DIFFERENCE BETWEEN ISSUE PRICE (ISSUE DATE 06/26/2019) IN PART I, LINE A, COLUMN E AND TOTAL PROCEEDS OF ISSUE IN PART II, COLUMN A, LINE 3 IS INVESTMENT EARNINGS DURING THE PROJECT PERIOD. SERIES 2021A - DIFFERENCE BETWEEN ISSUE PRICE (ISSUE DATE 10/20/2021) IN PART I, LINE A, COLUMN E AND TOTAL PROCEEDS OF ISSUE IN PART II, COLUMN A, LINE 3 IS INVESTMENT EARNINGS DURING THE PROJECT PERIOD. Schedule K, Part IV, Line 2c DATE REBATE COMPUTATION PERFORMED COLUMN A - SERIES 2009 (ISSUE DATE 12/09/2009) - JUNE 4, 2014 COLUMN B - SERIES 2015A (ISSUE DATE 12/30/2015) - FEBRUARY 11, 2021 COLUMN C - SERIES 2015B (ISSUE DATE 12/30/2015) - FEBRUARY 11, 2021 COLUMN D - SERIES 2016 (ISSUE DATE 05/12/2016) - THE SERIES 2016 BONDS WERE AN ADVANCE REFUNDING WITH AN ESCROW YIELD THAT WAS BELOW THE SERIES 2016 BOND YIELD. THEREFORE, A REBATE COMPUTATION WAS NOT REQUIRED. Schedule K, Part IV, Line 4b SCHEDULE K, PART IV, COLUMN A, LINE 4B FIFTH THIRD FINANCIAL RISK SOLUTIONS Schedule K, Part IV, Line 2c COLUMN A Issuer name: KENTUCKY ECONOMIC DEVELOPMENT FINANCE AUTHORITY The calculation for computing no rebate due was performed on 06/04/2014 Schedule K, Part IV, Line 2c COLUMN B Issuer name: KENTUCKY BOND DEVELOPMENT CORPORATION The calculation for computing no rebate due was performed on 02/11/2021 Schedule K, Part IV, Line 2c COLUMN C Issuer name: KENTUCKY BOND DEVELOPMENT CORPORATION The calculation for computing no rebate due was performed on 02/11/2021 A KENTUCKY BOND DEVELOPMENT CORPORATION 472650498 2019-06-26 75000000 RENOVATIONS TO HOSPITAL false false false B NATIONAL FINANCE AUTHORITY 521304598 63609WAP7 2021-10-20 57508798 RENOVATIONS TO HOSPITAL false false false A 7431003 0 75414457 0 0 0 560800 0 0 74853657 0 0 2020 false false true true B 300000 0 57953014 0 0 0 507417 0 0 57430999 0 14598 2024 false false true true A false false true true true true 0.0 0.0085 0.0085 false false true B false false true true true true 0.0 0.0088 0.0088 false false true A false true false false true true See Statement 30.0 false false false false true B false true false false false false false false true A true B true BRUNO GIACOMUZZI SVP PROF SVCS & COO FLO GRANT To fund split dollar life Insurance premiums for supplemental life insurance X 874367 923789 false true true CHRIS CARLE FORMER PRESIDENT & CEO SEPN; COO - DEARBORN To fund split dollar life Insurance premiums for supplemental life insurance X 1120410 1196669 false true true GARREN COLVIN PRESIDENT & CEO To fund split dollar life Insurance premiums for supplemental life insurance X 6224814 6597225 false true true GARY BLANK EXEC VP COO To fund split dollar life Insurance premiums for supplemental life insurance X 2294546 2420742 false true true HARRY WATSON SVP FACILITIES To fund split dollar life Insurance premiums for supplemental life insurance X 545659 573366 false true true JAMES PARSONS FORMER SVP HUMAN RESOURCES To fund split dollar life Insurance premiums for supplemental life insurance X 249381 259066 false true true KATHY JENNINGS SVP PATIENT CARE SVCS/ONCOLOGY To fund split dollar life Insurance premiums for supplemental life insurance X 396733 415851 false true true LAROY KENDALL SVP MEDICAL SERVICES/CHIEF MEDICAL OFFICER To fund split dollar life Insurance premiums for supplemental life insurance X 638270 671696 false true true LISA FREY EVP LEGAL SVCS/GENERAL COUNSEL/CORPORATE SECRETARY To fund split dollar life Insurance premiums for supplemental life insurance X 739308 774771 false true true LORI RITCHEY-BALDWIN EVP FINANCE/CFO/TREASURER To fund split dollar life Insurance premiums for supplemental life insurance X 1066112 1129383 false true true SARAH GIOLANDO SVP CHIEF STRATEGY OFFICER To fund split dollar life Insurance premiums for supplemental life insurance X 1236671 1306935 false true true VERA HALL EXEC VP To fund split dollar life Insurance premiums for supplemental life insurance X 860125 900894 false true true JAMES HORN EXEC VP To fund split dollar life Insurance premiums for supplemental life insurance X 770956 807674 false true true JULIE MCGREGOR SVP HUMAN RESOURCES To fund split dollar life Insurance premiums for supplemental life insurance X 55200 57089 false true true HEIDI MURLEY SEP PRESIDENT/CEO To fund split dollar life Insurance premiums for supplemental life insurance X 114424 117914 false true true 18153064 Culture Index LLCBehavorial Analytics Board Member A.J. Schaeffer 25000 Consulting Services false MPI Consulting Board Member John Hawkins 83956 Human Resource Consulting false Johnson Investment Counsel Board Member Jason Jackman 10000000 Investments false Schedule L, Part IV BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS WERE AT ARM'S LENGTH (FMV) AND APPROVED BY DISINTERESTED MEMBERS OF THE BOARD. Schedule L, Part II To fund split dollar life Insurance premiums for supplemental life insurance The Organization has entered into a split-dollar life insurance with a number of its executive and key employees in order to provide supplemental life insurance benefits. Premiums under the arrangement, as opposed to contributions to a standard non-qualified plan, are not an expense for accounting purposes. In addition, all of the premiums treated as split-dollar loans in accordance with IRS rules will be recovered by the Organization with interest at the death of the individual(s), which will help further the Organization's charitable mission (see the associated receivable in Part X). X 1 800 Cost X 1590 Cost X 5 202300 Market value X 2 180 Cost X Food/Prizes 68 10108 Cost X Banners 2 2400 Cost X Jewelry 2 275 Cost 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Other - Food/Prizes - Combination Other - Banners - Number of Items received Clothing and household goods - Number of Items received Other - Jewelry Number of Items received Collectibles - Combination Art - Works of art - Number of Items received Securities - Publicly traded - Number of Items received Form 990, Part VI, Line 13 WHISTLEBLOWER POLICY ST. ELIZABETH HEALTHCARE DOES NOT HAVE A SPECIFIC WHISTLEBLOWER POLICY; HOWEVER, THERE IS A SECTION OF ST. ELIZABETH HEALTHCARE'S CORPORATE RESPONSIBILITY PROGRAM THAT ADDRESSES COMPLIANCE WITH THE FEDERAL FALSE CLAIMS ACT AND WITHIN THAT SECTION PROTECTION FOR WHISTLEBLOWERS IS SPECIFICALLY ADDRESSED. Form 990, Part VI, Line 1a Delegate broad authority to a committee The members of the following committees act in an advisory capacity to the Board of Trustees and make recommendations to the Board: Investment, Strategic Planning, Audit, Finance, Governance, and Quality/Patient Care. In addition, the Compensation Committee members have actual voting and decision power such that they are an "authorized body" of the Board of Trustees. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body MOST REVEREND CATHOLIC BISHOP IFFERT OF COVINGTON KENTUCKY HAS CERTAIN RESERVED POWERS IN REGARD TO MAJOR TRANSACTIONS. THE BOARD OF TRUSTEES OF ST. ELIZABETH HEALTHCARE WILL BE APPOINTED ACCORDING TO THE FOLLOWING SUMMARIZED PROCEDURE: (I) THE BOARD SHALL SUBMIT TO THE BISHOP UP TO THREE NAMES OF CANDIDATES FOR EACH VACANCY; (II) ORDINARILY THE BISHOP WILL CHOOSE TRUSTEES TO FILL THE VACANCIES OR OPENINGS FROM THE RECOMMENDED CANDIDATES AFTER PERSONAL CONSULTATION WITH THE PRESIDENT. IF THE BISHOP DOES NOT CHOOSE ANYONE FROM THE LIST, THE BOARD WILL SUBMIT NEW NAMES AS SOON AS PRACTICAL; (III) THE BISHOP RESERVES THE RIGHT TO SUBMIT OTHER NAMES TO THE BOARD FOR REVIEW AND COMMENT; (IV) IN CONSULTATION WITH THE PRESIDENT OF THE MEDICAL CENTER OR THE BOARD CHAIR, THE BISHOP MAY REMOVE ANY MEMBER OF THE BOARD IF CERTAIN ACTIONS ARE COMMITTED; (V) IF THE BISHOP DECLINES A CANDIDATE OR THE CANDIDATE DECLINES, THE LIST OF CANDIDATES WILL BE REVISITED ACCORDING TO PROCEDURES (I) THROUGH (III) ABOVE. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders MOST REVEREND CATHOLIC BISHOP IFFERT OF COVINGTON KENTUCKY HAS CERTAIN RESERVED POWERS IN REGARD TO MAJOR TRANSACTIONS. THE FOLLOWING ACTIONS REQUIRE PRIOR APPROVAL OF THE BISHOP: (I) THE AMENDMENT OR REPEAL OF SECTIONS 2(B) OR 2(C) OF THE BYLAWS OR ANY PROVISIONS OF THE GOVERNING DOCUMENTS RELATING TO THE AUTHORITY OF THE BISHOP OR BOARD OF TRUSTEES OF ST. ELIZABETH HEALTHCARE; (II) ANY ACTION THAT RESULTS IN A SUBSTANTIAL CHANGE, AS DETERMINED BY THE BISHOP OR THE BOARD, IN THE PHILOSOPHY OR MISSION OF ST. ELIZABETH HEALTHCARE, OR IN THE USE OF A ST. ELIZABETH HEALTHCARE HOSPITAL FACILITY; (III) THE DISSOLUTION, CONSOLIDATION, MERGER, OR TERMINATION OF EXISTENCE OF ST. ELIZABETH HEALTHCARE; AND (IV) A BORROWING, LEASE, TRANSFER, OR ENCUMBRANCE OF ANY REAL ESTATE OF ST. ELIZABETH HEALTHCARE EXCEEDING $5,000,000. Form 990, Part VI, Line 11b Review of form 990 by governing body ST. ELIZABETH HEALTHCARE'S PROCESS TO REVIEW THE FORM 990 CONSISTS OF REVIEW AND APPROVAL BY CERTAIN MEMBERS OF MANAGEMENT AND ST. ELIZABETH HEALTHCARE'S BOARD OF TRUSTEES. THE FORM 990 IS REVIEWED WITH AND APPROVED BY THE FINANCE COMMITTEE. SUBSEQUENT TO THE FINANCE COMMITTEE'S APPROVAL, BUT PRIOR TO FILING WITH THE IRS, THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW. MANAGEMENT IS AVAILABLE FOR ANY QUESTIONS OR COMMENTS. Form 990, Part VI, Line 12c Conflict of interest policy ST. ELIZABETH HEALTHCARE REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY IN THAT ANY DIRECTOR, PRINCIPAL OFFICER, OR A MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF THE COMMITTEE WITH THE GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. THE REMAINING INDIVIDUALS ON THE GOVERNING BOARD OR COMMITTEE MEETING WILL DECIDE IF CONFLICTS OF INTEREST EXISTS. EACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS ANNUALLY SIGNS A STATEMENT WHICH AFFIRMS THAT SUCH PERSON: (I) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY; (II) HAS READ AND UNDERSTANDS THE POLICY; (III) HAS AGREED TO COMPLY WITH THE POLICY; AND (IV) UNDERSTANDS THAT ST. ELIZABETH HEALTHCARE IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ITS TAX EXEMPT PURPOSE. WHEN BUSINESS MATTERS COME BEFORE THE BOARD IN WHICH A MEMBER IS INVOLVED AND A POTENTIAL CONFLICT OF INTEREST MAY EXIST: (I) THE MEMBER SHOULD AGAIN MAKE A VERBAL DISCLOSURE TO THE MEMBERSHIP PRESENT; (II) THE BOARD SHALL ASK THE INTERESTED MEMBER TO LEAVE THE MEETING DURING DISCUSSION OF THE MATTER THAT GIVES RISE TO THE POTENTIAL CONFLICT; (III) THE INTERESTED MEMBER SHALL NOT VOTE ON NOR USE HIS OR HER PERSONAL INFLUENCE ON THE MATTER THAT GIVES RISE TO THE POTENTIAL CONFLICT; (IV) THE INTERESTED MEMBER SHALL NOT BE COUNTED IN DETERMINING THE EXISTENCE OF A QUORUM AT SUCH MEETING; AND (V) THE MINUTES OF THE MEETING SHALL REFLECT THE DISCLOSURE MADE, THE VOTE TAKEN, AND WHICH MEMBERS WERE PRESENT AND VOTING. Form 990, Part VI, Line 15a Process to establish compensation of top management official IN DETERMINING THE COMPENSATION OF ST. ELIZABETH HEALTHCARE'S CHIEF EXECUTIVE OFFICER, AN EVALUATION IS DONE BY THE COMPENSATION COMMITTEE AND EXECUTIVE COMMITTEE USING APPROPRIATE COMPARABLE DATA. A COMPENSATION RECOMMENDATION IS THEN PRESENTED TO THE BOARD FOR APPROVAL. Form 990, Part VI, Line 15b Process to establish compensation of other employees OTHER KEY EXECUTIVES ARE REVIEWED AND THE CHIEF EXECUTIVE OFFICER MAKES RECOMMENDATIONS FOR THEIR COMPENSATION TO THE COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE THEN EVALUATES AND APPROVES THE COMPENSATION FOR THE OTHER KEY EXECUTIVES. FOR BOTH THE CHIEF EXECUTIVE OFFICER AND OTHER KEY EXECUTIVES, THE PROCESS INCLUDES A REVIEW AND APPROVAL BY INDEPENDENT PERSONS, REVIEW OF COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. THE EXTERNAL REVIEW OF EXECUTIVE COMPENSATION IS PERFORMED ANNUALLY AND APPROVED BY THE BOARD. THIS WAS LAST PERFORMED IN 2023. Form 990, Part VI, Line 19 Required documents available to the public UPON REQUEST, ST. ELIZABETH HEALTHCARE WILL MAKE AVAILABLE THE FORM 990 AND THE RELATED APPLICABLE SCHEDULES OF WHICH ARE SUBJECT TO AND OPEN TO PUBLIC INSPECTION. Form 990, Part VII, Section A Compensation of Key Employees All key employees have been evaluated and only those meeting the definition of key employees were included on Part VII for calendar year 2023. Form 990, Part IX, Line 11g Other Fees CONTRACT LABOR - Total Expense: 40884799, Program Service Expense: 36888559, Management and General Expenses: 3996240, Fundraising Expenses: 0; AMBULANCE SERVICE - Total Expense: 1554928, Program Service Expense: 1554394, Management and General Expenses: 534, Fundraising Expenses: 0; ANESTHESIOLOGY SERVICE - Total Expense: 14568971, Program Service Expense: 14568971, Management and General Expenses: 0, Fundraising Expenses: 0; LABORATORY SERVICES - Total Expense: 1192832, Program Service Expense: 1185789, Management and General Expenses: 7043, Fundraising Expenses: 0; LAUNDRY EXPENSE - Total Expense: 3289223, Program Service Expense: 237297, Management and General Expenses: 3051926, Fundraising Expenses: 0; PERFUSION SERVICE - Total Expense: 1618069, Program Service Expense: 1618069, Management and General Expenses: 0, Fundraising Expenses: 0; RADIATION SERVICES - Total Expense: 1321942, Program Service Expense: 1321942, Management and General Expenses: 0, Fundraising Expenses: 0; PHYSICIAN FEES - Total Expense: 16681422, Program Service Expense: 11426757, Management and General Expenses: 5254665, Fundraising Expenses: 0; CONSULTING SERVICE - Total Expense: 6095635, Program Service Expense: 1312673, Management and General Expenses: 4465061, Fundraising Expenses: 317901; COLLECTION SERVICE - Total Expense: 1157283, Program Service Expense: 0, Management and General Expenses: 1157283, Fundraising Expenses: 0; OTHER FEES - Total Expense: 359, Program Service Expense: 8202, Management and General Expenses: -7843, Fundraising Expenses: 0; PURCHASED SERVICES - Total Expense: 31387490, Program Service Expense: 6931708, Management and General Expenses: 24455782, Fundraising Expenses: 0; ORGANIZED DEVELOP SERVICES - Total Expense: 14095, Program Service Expense: 0, Management and General Expenses: 14232, Fundraising Expenses: -137; RESEARCH PARTICIPATION - Total Expense: 19531, Program Service Expense: 19531, Management and General Expenses: 0, Fundraising Expenses: 0; RECRUITMENT ADVERTISING - Total Expense: 33149, Program Service Expense: 32649, Management and General Expenses: 500, Fundraising Expenses: 0; VEHICLE OPERATION MAINT - Total Expense: 4473, Program Service Expense: 4408, Management and General Expenses: 65, Fundraising Expenses: 0; CONSUMABLES - HARDWARE - Total Expense: 4189276, Program Service Expense: 62739, Management and General Expenses: 4126537, Fundraising Expenses: 0; HRIP-UPL KHREF FEES - Total Expense: 1758265, Program Service Expense: 0, Management and General Expenses: 1758265, Fundraising Expenses: 0; JANITORIAL SERVICES - Total Expense: 1032747, Program Service Expense: 295598, Management and General Expenses: 737149, Fundraising Expenses: 0; MAINTENANCE - Total Expense: 20747083, Program Service Expense: 3087258, Management and General Expenses: 17658867, Fundraising Expenses: 958; EPIC RESEARCH CHARGES - Total Expense: 82456, Program Service Expense: 82456, Management and General Expenses: 0, Fundraising Expenses: 0; PEST CONTROL - Total Expense: 50505, Program Service Expense: 11724, Management and General Expenses: 38781, Fundraising Expenses: 0; OUTSOURCING SERVICES - Total Expense: 17724, Program Service Expense: 17724, Management and General Expenses: 0, Fundraising Expenses: 0; FIRE LIFE SAFETY SECURITY - Total Expense: 99910, Program Service Expense: 14248, Management and General Expenses: 85662, Fundraising Expenses: 0; CAM - COMMON AREA MAINTENANCE - Total Expense: 2469430, Program Service Expense: 357929, Management and General Expenses: 2111501, Fundraising Expenses: 0; INTERCOMPANY - Total Expense: XXX-XX-XXXX, Program Service Expense: 22584636, Management and General Expenses: XXX-XX-XXXX, Fundraising Expenses: 0; MERGER EXPENSE - Total Expense: -2000, Program Service Expense: 0, Management and General Expenses: -2000, Fundraising Expenses: 0; BUSINESS TRANSPORTATION - Total Expense: 236, Program Service Expense: 0, Management and General Expenses: 236, Fundraising Expenses: 0; NON-PHYSICIAN SERVICES - Total Expense: 549, Program Service Expense: 549, Management and General Expenses: 0, Fundraising Expenses: 0; RADIOLOGY SERVICES - Total Expense: 1466, Program Service Expense: 1466, Management and General Expenses: 0, Fundraising Expenses: 0; NETWORK/DATA CONNECTION - Total Expense: 531, Program Service Expense: 0, Management and General Expenses: 531, Fundraising Expenses: 0; PLP LAB SERVICES - Total Expense: 14841951, Program Service Expense: 21799303, Management and General Expenses: -6957352, Fundraising Expenses: 0; RECRUITMENT EXPENSE - Total Expense: 1360916, Program Service Expense: 30359, Management and General Expenses: 1330557, Fundraising Expenses: ; EMPLOYEE RELATIONS - Total Expense: 747012, Program Service Expense: 82040, Management and General Expenses: 663875, Fundraising Expenses: 1097; BANK FEES - Total Expense: -1136516, Program Service Expense: 52303, Management and General Expenses: -1202205, Fundraising Expenses: 13386; SUBSCRIPTIONS - Total Expense: 3547832, Program Service Expense: 1207323, Management and General Expenses: 2316867, Fundraising Expenses: 23642; RECERTIFICATION CLINICAL LADDER - Total Expense: 955, Program Service Expense: 955, Management and General Expenses: , Fundraising Expenses: ; OCCUPATIONAL LICENSE - Total Expense: 40, Program Service Expense: , Management and General Expenses: 40, Fundraising Expenses: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN FMV OF INTEREST RATE SWAP - -959656; CONTRIBUTION - WRITE OFF/ADJUST - -10044; NET ASSET RELEASED FROM RESTRICTIONS - PPE - 198078; MINIMUM PENSION LIABILITY ADJ - 49932376; TRANSFERS DUE TO/FROM AFFILIATES - -18925917; CHANGE TO INVESTMENT IN AMSURG - 48456; NET ASSET RELEASED FROM RESTRICTIONS - BDF - 97910; ST ELIZABETH PHYSICIAN SERVICES 334 THOMAS MORE PARKWAY STE 200 CRESTVIEW HILLS KY 41017 611339639 PHYSICIAN MANAGEMENT SERVICES KY 0 3763828 ST ELIZABETH MEDICAL CENTER INC SEH Holdings Inc 1 Medical Village Dr Edgewood KY 41017 830817636 Holding Company KY 195679 -1849459 St Elizabeth Medical Center Inc Next Daybreak Inc 1 Medical Village Dr Edgewood KY 41017 832843631 Physician Management Services KY 0 -869168 St Elizabeth Medical Center Inc SUMMIT MEDICAL GROUP INC 1360 Dolwick Drive Suite 200 Erlanger KY 41018 611300608 PHYSICIAN PRACTICE KY 501(c)(3) 3 ST ELIZABETH MEDICAL CENTER INC true Healthcare Advocates of Northern Kentucky 1 Medical Village Drive Edgewood KY 41017 832875231 Advance Healthcare quality and availability in Northern KY KY 501(c)(4) St Elizabeth Medical Center Inc true Health Care Solutions Network LLC 619 Oak Street Cincinnati OH 45206 472103334 PHO OH HSN Related 746616 6260055 false true 0.8712 Preferred Lab Partners LLC 1 Medical Village Drive Suite B Edgewood KY 41707 824758763 Laboratory KY NA Related 96123 7661198 false true 0.5 Bioskills Lab LLC 4123 Olympic Blvd Erlanger KY 41018 320571870 Bioskills Lab KY SEMC Related -128030 9601 false true 0.65 St Elizabeth Provider Network Inc 1 Medical Village Dr Edgewood KY 41017 472862438 Physician-Hospital Org. KY St Elizabeth Medical Center Inc C Corporation 6259742 -6473586 1 true Charitable Remainder Trust (3) 1 Medical Village Drive Edgewood KY 41017 Trust KY N/A Trust false true false false false false false false false true true true true false true true true true true ST ELIZABETH PROVIDER NETWORK L 6473586 CASH SUMMIT MEDICAL GROUP INC R 169584870 CASH SUMMIT MEDICAL GROUP INC O 26633746 CASH SUMMIT MEDICAL GROUP INC J 153131 CASH SUMMIT MEDICAL GROUP INC M 527949 CASH HEALTHCARE ADVOCATES OF NORTHERN KENTUCKY INC B 233604 CASH