2025-10-23T12:08:04-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 600 WASHINGTON AVENUE SUITE 1800 ST LOUIS MO 63101 990 2024-01-01 843965822 ANDERSON HEALTHCARE ANDE 6183916400 6800 STATE ROUTE 162 MARYVILLE IL 62062 PATRICK J GARVEY CPA CFO 6183916421 2025-10-22 1 0 STEPHANIE MCCARTHY P01805699 3149254300 2025-10-22 2024 2025-03-06 01:10:19Z MICHAEL MARSHALL 6800 STATE ROUTE 162 MARYVILLE IL 62062 38913514 0 X WWW.ANDERSONHOSPITAL.ORG X 2019 IL ANDERSON HEALTHCARE IS AN ILLINOIS NOT-FOR-PROFIT CORPORATION AND PARENT COMPANY THAT PRIMARILY EARNS REVENUE BY PROVIDING INPATIENT, OUTPATIENT, AND EMERGENCY CARE. 9 9 429 11 0 0 0 0 32486420 35275010 -598758 26893 4956523 3611611 36844185 38913514 0 0 0 0 35154115 39927678 0 0 0 22504734 21167397 57658849 61095075 -20814664 -22181561 42920988 51403647 17609890 20754887 25311098 30648760 TO EXCEED EXPECTATIONS IN PROVIDING PERSONAL, CONVENIENT, QUALITY HEALTHCARE. 0 0 52704891 0 35275010 ANDERSON HEALTHCARE IS A PARENT ORGANIZATION OPERATED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO CARRY OUT THE PURPOSES OF ANDERSON HOSPITAL AND COMMUNITY HOSPITAL OF STAUNTON. 52704891 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 27 0 1 429 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 IL X PATRICK GARVEY CPA 6183916421 6800 STATE ROUTE 162 MARYVILLE IL 62062 MARK SHASHEK CHAIRPERSON 0.50 4.50 X X 0 0 0 GREGORY COFFEY VICE CHAIRPERSON 0.25 0.25 X X 0 0 0 JOSEPH HAGERTY TREASURER 0.50 0.25 X X 0 0 0 JOSEPH SMITH SECRETARY 0.50 0.25 X X 0 0 0 LAURA BERNAIX PHD BOARD MEMBER 0.25 0.25 X 0 0 0 THOMAS HULSEN MD BOARD MEMBER 0.25 0.00 X 0 0 0 CLIFF HOMEIER BOARD MEMBER (THRU 11/24) 0.50 0.50 X 0 0 0 DERREK TIBURZI BOARD MEMBER 0.25 0.25 X 0 0 0 JOHN MCCRAKEN BOARD MEMBER 0.25 0.25 X 0 0 0 TIM SCHOENECKER BOARD MEMBER 0.25 0.25 X 0 0 0 MICHAEL MARSHALL PRESIDENT/CEO 8.00 35.75 X 473477 0 54685 KEITH PAGE ANDERSON HEALTH PRES/CEO THRU 2/24 8.00 35.75 X 922691 0 19262 PATRICK GARVEY CFO 8.00 35.75 X 306997 0 30836 EDMUNDO RODRIGUEZ-FRIAS PHYSICIAN 40.00 0.00 X 1329752 0 33092 RAFE HENG PHYSICIAN 40.00 0.00 X 855627 0 37352 TIBOR KOPJAS PHYSICIAN 40.00 0.00 X 615873 0 7888 SRIRAJ KANUNGO PHYSICIAN 40.00 0.00 X 570853 0 30096 BRENON ABERNATHIE PHYSICIAN 40.00 0.00 X 632810 0 8843 5708080 0 222054 244 0 1 0 CENTER FOR ADVANCED ORTHOPEDICS 6812 STATE ROUTE 162 SUITE 123 MARYVILLE IL 62062 PHYSICIAN SERVICES 1746076 MARYVILLE RADIOLOGY GROUP LTD PO BOX 980 GRANITE CITY IL 62040 RADIOLOGICAL SERVICES 1117242 PRECISION ORTHOPAEDICS 6810 STATE ROUTE 162 SUITE 10 MARYVILLE IL 62062 PHYSICIAN SERVICES 1084392 GENERAL AND LAPAROSCOPIC SURGICAL ASSOCI 6812 STATE ROUTE 162 SUITE 121 MARYVILLE IL 62062 PHYSICIAN SERVICES 877099 R CRAIG MCKEE MD LLC 4956 AUTUMN OAKS DR SUITE A MARYVILLE IL 62062 PHYSICIAN SERVICES 445812 10 NET PATIENT REVENUE 621110 33945069 33945069 OTHER MEDICAL REVENUE 621110 1329941 1329941 35275010 26893 26893 3499340 0 3499340 3499340 3499340 MISCELLANEOUS REVENUE 900099 112271 112271 112271 38913514 35275010 0 3638504 X 1807948 1807948 34785739 34168887 616852 345838 345838 1016853 1010741 6112 1971300 1843349 127951 30880 30880 387 387 9981596 7315667 2665929 60441 60441 2073398 1762201 311197 153768 130689 23079 5319516 3131182 2188334 10019 8292 1727 217355 217355 1161096 1161096 555595 60697 494898 BAD DEBT EXPENSE 1398276 1398276 REPAIRS & MAINTENANCE 111467 63524 47943 MISCELLANEOUS 77573 77573 SMALL EQUIPMENT / TOOLS 16030 9137 6893 61095075 52704891 8390184 0 1836084 1534614 3002063 2673860 6948 8677 253745 398045 50591891 6299286 34664021 44292605 307024 356461 2341953 1986937 509150 152448 42920988 51403647 4018256 4800419 5228744 5638836 8362890 10315632 17609890 20754887 X 25311098 30648760 25311098 30648760 42920988 51403647 X -22181561 23275 27495948 X X 0 1 X 1 0 X X X 2 ANDERSON HOSPITAL 370662561 3 1 0 55596523 COMMUNITY HOSPITAL OF STAUNTON 370624255 3 1 0 5498557 2 0 61095080 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 SCHEDULE A, PART IV, SECTION D, LINE 3 ANDERSON HOSPITAL AND COMMUNITY HOSPITAL OF STAUNTON HAVE A SIGNIFICANT VOICE IN DIRECTING THE USE OF THE CORPORATION'S INCOME AND ASSETS BY VIRTUE OF HAVING A MANDATORY PRESENCE ON THE CORPORATION'S BOARD OF TRUSTEES. PURSUANT TO THE CORPORATION'S BYLAWS, AT LEAST THREE TRUSTEES MUST BE MEMBERS OF THE BOARD OF TRUSTEES OF ANDERSON HOSPITAL AND AT LEAST ONE TRUSTEE MUST BE A MEMBER OF THE BOARD OF TRUSTEES OF COMMUNITY HOSPITAL OF STAUNTON. IN ADDITION, THE PRESIDENT AND CEO OF ANDERSON HEALTHCARE, THE VICE-PRESIDENT OF FINANCE AND CFO OF ANDERSON HEALTHCARE SERVE AS OFFICERS OF THE CORPORATION. THE CLOSE GOVERNANCE AND OPERATING CONNECTIONS BETWEEN THE HOSPITALS AND THE CORPORATION ENSURE THAT THE SUPPORTED ORGANIZATIONS HAVE A SIGNIFICANT VOICE IN DIRECTING THE USE OF THE CORPORATION'S INCOME AND ASSETS. SCHEDULE A, PART IV, SECTION E, LINE 3A ANDERSON HEALTHCARE IS THE SOLE MEMBER OF ANDERSON HOSPITAL AND COMMUNITY HOSPITAL OF STAUNTON. AS THE SOLE MEMBER, IT HAS THE POWER TO APPOINT THE TRUSTEES OF EACH HOSPITAL'S GOVERNING BODY. SCHEDULE A, PART IV, SECTION E, LINE 3B ANDERSON HEALTHCARE APPOINTS THE MEMBERS OF THE GOVERNING BODIES OF THE SUPPORTED ORGANIZATIONS. AT LEAST THREE TRUSTEES OF ANDERSON HEALTHCARE MUST ALSO BE TRUSTEES OF ANDERSON HOSPITAL AND AT LEAST ONE TRUSTEE OF ANDERSON HEALTHCARE MUST ALSO BE A TRUSTEE OF COMMUNITY HOSPITAL OF STAUNTON. SOME OFFICERS OF ANDERSON HOSPITAL ALSO SERVE AS OFFICERS OF ANDERSON HEALTHCARE. THE CLOSE GOVERNANCE AND OPERATING CONNECTIONS ENSURE THAT ANDERSON HEATHCARE EXERCISES A SUBSTANTIAL DEGREE OF DIRECTION OVER THE POLICIES, PROGRAMS AND ACTIVITIES OF THE SUPPORTED ORGANIZATIONS. 4915742 4915742 39632121 3162802 36469319 600593 600593 0 4225766 2535891 1689875 1217669 1217669 44292605 DUE TO AFFILIATES 5478279 DUE TO CMS 4837353 10315632 X X X 0 1 0 0 0 0 0 0 0 EDMUNDO RODRIGUEZ-FRIAS PHYSICIAN 587377 0 742375 0 0 0 3237 0 29855 0 1362844 0 0 0 KEITH PAGE ANDERSON HEALTH PRES/CEO THRU 2/24 921768 0 0 0 923 0 16406 0 2856 0 941953 0 0 0 RAFE HENG PHYSICIAN 504404 0 339684 0 11539 0 7057 0 30295 0 892979 0 0 0 BRENON ABERNATHIE PHYSICIAN 520413 0 100858 0 11539 0 0 0 8843 0 641653 0 0 0 TIBOR KOPJAS PHYSICIAN 345571 0 270302 0 0 0 4806 0 3082 0 623761 0 0 0 SRIRAJ KANUNGO PHYSICIAN 325311 0 234003 0 11539 0 0 0 30096 0 600949 0 0 0 MICHAEL MARSHALL PRESIDENT/CEO 421438 0 40500 0 11539 0 24331 0 30354 0 528162 0 0 0 PATRICK GARVEY CFO 268958 0 26500 0 11539 0 0 0 30836 0 337833 0 0 0 PART I, LINE 4B NAME: KEITH PAGE, DESCRIPTION: 2024 ANNUAL CONTRIBUTION, CURRENT YEAR AMOUNT: $23,000. PLAN DESCRIPTION: SECTION 457(F) PLAN NAME: MICHAEL MARSHALL, DESCRIPTION: 2024 ANNUAL CONTRIBUTION, CURRENT YEAR AMOUNT: $23,000. PLAN DESCRIPTION: SECTION 457(F) PLAN NAME: RAFE HENG, DESCRIPTION: 2024 ANNUAL CONTRIBUTION, CURRENT YEAR AMOUNT: $22,500. PLAN DESCRIPTION: SECTION 457(F) PLAN FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CEO, CFO, AND CONTROLLER. INFORMATION FOR THE RETURN IS GATHERED BY THE HOSPITAL'S FINANCE DEPARTMENT AND GIVEN TO AN INDEPENDENT AUDITOR FOR FILING PREPARATION. A COPY OF THE FORM 990 IS MADE AVAILABLE TO THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C THE COMPLIANCE OFFICER REVIEWS AND MONITORS THE POLICY ANNUALLY. PERSONS COVERED UNDER THE POLICY INCLUDE TRUSTEES/DIRECTORS/MANAGER, OFFICERS AND COMMITTEE MEMBERS OF THE ANDERSON ENTITIES; DEPARTMENT DIRECTORS, ADMINISTRATIVE DIRECTORS, ASSISTANT DIRECTORS, MEMBERS OF SENIOR MANAGEMENT AND MEDICAL STAFF LEADERS OF ANDERSON, MEDICAL STAFF MEMBERS AND NON-MANAGEMENT STAFF. CONFLICTS ARE REVIEWED, IDENTIFIED AND MAINTAINED BY THE COMPLIANCE OFFICER. EXPLANATION OF ANY RESTRICTION IMPOSED ON PERSONS WITH A CONFLICT: THE COVERED INDIVIDUAL PROMPTLY AND FULLY DISCLOSES THE EXISTENCE OF ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST AT THE FOLLOWING TIMES: A. WHEN THE COVERED INDIVIDUAL FIRST BECOMES A COVERED INDIVIDUAL AND AT EVERY ANNUAL MEETING OF THE ANDERSON ENTITY THEREAFTER THROUGH THE SUBMISSION OF A CONFLICT DISCLOSURE STATEMENT AFFIRMING THAT THE COVERED INDIVIDUAL (I) RECEIVED A COPY OF THIS POLICY, (II) READ AND UNDERSTOOD THIS POLICY, AND (III) AGREES TO COMPLY WITH THIS POLICY; B. UPON ANY CHANGES IN CIRCUMSTANCES WHICH GIVE RISE TO AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST; AND C. WHEN THE COVERED INDIVIDUAL HAS AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST WITH RESPECT TO A TRANSACTION OR ARRANGEMENT BEING CONSIDERED AT A BOARD OR COMMITTEE MEETING. FOR MANAGER AND MEDICAL STAFF LEADERS: THE COVERED INDIVIDUAL PROMPTLY AND FULLY DISCLOSES THE EXISTENCE OF ANY ACTUAL OF POTENTIAL CONFLICT OF INTEREST TO THE COMPLIANCE OFFICER AT THE FOLLOWING TIMES: A. WHEN THE COVERED INDIVIDUAL FIRST BECOMES A COVERED INDIVIDUAL AND ANNUALLY THEREAFTER THROUGH THE SUBMISSION OF A CONFLICT DISCLOSURE STATEMENT AFFIRMING THAT THE COVERED INDIVIDUAL (I) RECEIVED A COPY OF THIS POLICY, (II) READ AND UNDERSTOOD THIS POLICY, AND (III) AGREES TO COMPLY WITH THIS POLICY; AND B. UPON ANY CHANGES IN CIRCUMSTANCES WHICH GIVE RISE TO AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST; C. WHEN A COVERED INDIVIDUAL HAS AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST WITH RESPECT TO A TRANSACTION OR ARRANGEMENT BEING CONSIDERED ON BEHALF OF ANDERSON AND THE COVERED INDIVIDUAL IS IN A POSITION TO INFLUENCE THE OUTCOME OF THE CONSIDERATION. DISCLOSURES OF POTENTIAL CONFLICTS OF INTEREST MADE AT THE MEETING AT WHICH THE TRANSACTION ARRANGEMENT IS CONSIDERED SHALL BE MADE TO ALL INDIVIDUALS PRESENT AT THE MEETING. FOR OTHER MEDICAL STAFF MEMBERS: DISCLOSURE OCCURS AT APPOINTMENT AND REAPPOINTMENT UNLESS THEY ARE BOARD MEMBERS THESE PHYSICIANS FOLLOW THE BOARD OF TRUSTEE REQUIREMENTS. EMPLOYEES NOT IN MANAGEMENT POSITIONS: AT TIME OF HIRE AND AT EACH ANNUAL EMPLOYEE EVALUATION. FORM 990, PART VI, SECTION B, LINE 15 THE CEO SALARY AND BONUS STRUCTURE IS DETERMINED ON AN ANNUAL BASIS BY THE HUMAN RESOURCES COMMITTEE OF THE BOARD OF TRUSTEES AND APPROVED BY THE FULL BOARD BASED ON AN EVALUATION DONE BY THE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 7,315,667. MANAGEMENT AND GENERAL EXPENSES 2,665,929. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,981,596. FORM 990, PART XI, LINE 9: TRANSFER FROM RELATED ORGANIZATION 27,495,948. FORM 990 PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. MARYVILLE MEDICAL SERVICES LLC 6800 STATE ROUTE 162 MARYVILLE IL 62062 200654708 PHYSICIAN SERVICES IL 0 0 ANDERSON HEALTHCARE ANDERSON MEDICAL GROUP LLC 6800 STATE ROUTE 162 MARYVILLE IL 62062 200802394 PHYSICIAN SERVICES IL 29194045 4864124 ANDERSON HEALTHCARE MARYVILLE IMAGING LLC 6800 STATE ROUTE 162 MARYVILLE IL 62062 452588783 IMAGING SERVICES IL 4795430 3480653 ANDERSON HEALTHCARE ANDERSON REAL ESTATE LLC 6800 STATE ROUTE 162 MARYVILLE IL 62062 452681347 REAL ESTATE IL 3201934 35062710 ANDERSON HEALTHCARE ANDERSON HOSPITAL 6800 STATE ROUTE 162 MARYVILLE IL 62062 370662561 HOSPITAL IL 501(C)(3) LINE 3 ANDERSON HEALTHCARE 1 AUXILIARY OF ANDERSON HOSPITAL 6800 STATE ROUTE 162 MARYVILLE IL 62062 376080063 SUPPORT ORG IL 501(C)(3) LINE 12A, I N/A 0 ANDERSON HOSPITAL FOUNDATION 6800 STATE ROUTE 162 MARYVILLE IL 62062 274548522 SUPPORT ORG IL 501(C)(3) LINE 7 ANDERSON HOSPITAL 1 COMMUNITY HOSPITAL OF STAUNTON 400 N CALDWELL STAUNTON IL 62088 370624255 HOSPITAL IL 501(C)(3) LINE 3 ANDERSON HEALTHCARE 1 FRIENDS OF COMMUNITY MEMORIAL HOSPITAL 400 N CALDWELL STAUNTON IL 62088 363913722 FUNDRAISING IL 501(C)(3) LINE 10 COMMUNITY HOSPITAL OF STAUNTON 1 ANDERSON REHABILITATION INSTITUTE LLC 6800 STATE ROUTE 162 MARYVILLE IL 62062 832844780 REHAB IL ANDERSON HOSPITAL 0 0 ANDERSON SURGERY CENTER LLC 6800 STATE ROUTE 162 MARYVILLE IL 62062 834200085 SURGERY IL ANDERSON HOSPITAL 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 ANDERSON HOSPITAL S 19656789 CASH ANDERSON HOSPITAL O 1649193 CASH