2025-11-06T13:46:44-06:00 2024-12-31 990 2024-01-01 310537095 UPPER VALLEY MEDICAL CENTER UPPE 9374999942 110 N MAIN ST 200 DAYTON OH 45402 J MICHAEL SIMS SYSTEM VP & CORP. CONTROLLER 9374999942 2025-11-06 0 2024 2025-03-06 01:10:19Z KEVIN HARLAN 3130 N COUNTY RD 25 A TROY OH 45373 242335731 0 X WWW.PREMIERHEALTH.COM X 1926 OH SEE PART III, LINE 1 9 1 1379 45 0 0 174338 1004477 155108597 171873664 5602288 5880883 2615687 1196184 163500910 179955208 3225075 7815624 0 0 61417156 72880303 0 0 0 74380029 73815349 139022260 154511276 24478650 25443932 195749465 405463495 119267829 110100100 76481636 295363395 X WE CARE. WE TEACH. WE INNOVATE. WE SERVE. 0 1 148683639 7815624 171873664 THE PRIMARY EXEMPT PURPOSE OF UPPER VALLEY MEDICAL CENTER IS TO PROVIDE COMPREHENSIVE INPATIENT, OUTPATIENT, AND EMERGENCY HEALTH CARE SERVICES TO THE RESIDENTS OF CHAMPAIGN, DARKE, MIAMI, AND SHELBY COUNTIES. THE HOSPITAL FURTHERS ITS TAX-EXEMPT PURPOSE BY PROMOTING THE HEALTH OF THE COMMUNITY IN MANY WAYS. SEE SCHEDULE H FOR MORE INFORMATION. 148683639 1 1 0 1 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 1 0 0 0 0 0 1 1 1 0 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 1 1 0 1 1379 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 1 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X J MICHAEL SIMS 9374999942 110 N MAIN ST 200 DAYTON OH 45402 MICHAEL C RIORDAN PREMIER PRES & CEO 10.00 30.00 X 0 1543400 36349 KEVIN W HARLAN PRESIDENT 19.00 20.50 X X 0 834770 20947 ROBERT M KOHUT MD TRUSTEE 0.50 39.50 X 0 712770 15448 LAKMALI C RANATHUNGA TRUSTEE & CMO 40.00 0.00 X 549113 0 27819 TRISHA L WACKLER TRUSTEEE & CNO 40.00 0.00 X 430205 0 32725 JIGAR PATEL MD TRUSTEE 0.50 39.50 X 0 369939 32576 SCOTT SWABB DO TRUSTEE 0.50 0.00 X 0 75000 0 APRIL ANDERSON MD TRUSTEE 0.50 0.00 X 0 35300 0 EBBA RAJAB MD BOARD CHAIR 0.50 0.00 X X 0 1100 0 DIANNE RUHENKAMP BOARD TREASURER 39.00 1.00 X 178175 0 28450 ELIZABETH D WILFONG BOARD SECRETARY 0.50 39.50 X 0 187502 1609 KEITH D BRICKING MD EVP & CHIEF CLINICAL OFFICER 10.00 30.00 X 0 1168492 67475 MARY M CLANCY CHIEF DIGITAL & INFORMATION OFFICER 10.00 30.00 X 0 730195 58862 J MICHAEL SIMS SYS VP & CORPORATE CONTROLLER 9.00 31.00 X 0 635424 50996 LISA M GOSSETT VP NURSING/CNO/PATIENT EXP-PH 10.00 30.00 X 0 614633 36325 CARA W POWERS CHIEF LEGAL OFFICER 9.00 31.00 X 0 588710 51822 AMANDA K ADKINS-RICCI SYSTEM VP REVENUE CYCLE 10.00 30.00 X 0 393531 25566 DUANNA R OSTING PRES/EXEC DIR-UVMC FOUNDATION 10.00 0.00 X 211930 0 26548 DENISE R HERKINS DIR-NURSING-SURGERY/TELE-UVMC 40.00 0.00 X 208073 0 28301 TERESA A GULKER DIR NRS-WMS SRVC-BEH HLTH-UVMC 40.00 0.00 X 212930 0 23430 RYAN E MCELDOWNEY CLINICAL STAFF PHARMACIST I 40.00 0.00 X 198038 0 36104 MIKI L GILLESPIE RESP THERP III - REG 40.00 0.00 X 193143 0 31861 FAYEZ D ABBOUD MD FORMER TRUSTEE & OFFICER 0.00 40.00 X 0 692827 34534 GEOFFREY P WALKER FORMER KEY EMPLOYEE 0.00 40.00 X 0 739507 34512 ELAINE LAINIE M DEAN FORMER KEY EMPLOYEE 0.00 40.00 X 0 658980 43753 BILLIE L LUCENTE-BAKER FORMER KEY EMPLOYEE 0.00 40.00 X 0 370826 36241 MARC R BELCASTRO MD FORMER KEY EMPLOYEE 0.00 0.50 X 0 361466 11044 GARY G GINTER FORMER KEY EMPLOYEE 0.00 0.00 X 0 232887 10065 2181607 10947259 803362 106 1 1 0 0 1004477 877102 1004477 NET PATIENT SERVICE REVENUE 621110 90833180 90833180 MEDICARE / MEDICAID 621110 80874154 80874154 ATHLETIC TRAINING 900099 137000 137000 MEDICAL RECORDS 900099 26909 26909 HOSP FRANCHISE TAX RECOVERIES 900099 2421 2421 171873664 2162893 2162893 4048675 2977366 1071309 1071309 1071309 62559092 348133 58955929 233306 3603163 114827 3717990 3717990 213923 213922 1 1 FEMA REVENUE 900099 73991 73991 STERILE PROCESSING 900099 20590 20590 EMS EDUCATION 900099 9353 9353 20940 20940 124874 179955208 171873664 0 7077067 X 7815624 7815624 1246487 1039862 206625 52553992 49721829 2832163 10995931 10374853 621078 4225767 3987085 238682 3858126 3640209 217917 155222 155222 7362 7362 4404 4404 304381 304381 30409158 29690384 718774 176098 176098 490358 225367 264991 856654 685480 171174 4683763 4606263 77500 45159 38114 7045 1648901 1648901 9813853 9813853 181251 157748 23503 OPERATING SUPPLIES 18974939 18974939 HOSPITAL FRANCHISE TAX 4464366 4464366 REPAIRS AND MAINTENANCE 1138290 1136012 2278 MINOR EQUIPMENT 189627 188842 785 271563 142588 128975 154511276 148683639 5827637 0 2560 555 616219 587186 24688757 22245381 1230000 1140333 1211605 1100303 1840737 1409022 239548469 160344374 75977719 79204095 62847819 208381167 26716606 90841340 617443 554113 195749465 405463495 11984777 11397139 813277 5012930 53652265 52892426 537668 1290452 52279842 39507153 119267829 110100100 X 76481636 295363395 76481636 295363395 195749465 405463495 X 25443932 1996855 191440972 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 4404 0 0 0 4404 0 PART II-B, LINE 1, LOBBYING ACTIVITIES: PAYMENTS FOR LOBBYING ACTIVITIES INCLUDE DUES PAID TO GREATER DAYTON AREA HOSPITAL ASSOCIATION AND OHIO HOSPITAL ASSOCIATION. 1785926 1785926 157464959 105502237 51962722 66808745 54842137 11966608 13488839 13488839 79204095 ALTERNATIVE INVESTMENTS 90841340 F 90841340 DUE TO AFFILIATES 25751294 PENSION OBLIGATION & DEFERRED COMP 8335097 MALPRACTICE INSURANCE 3420240 LOAN GUAR & OTHER LTL 702681 SETTLEMENT - 3RD PARTY PAYOR 697913 RETAINAGE FOR CONSTRUCTION 369431 MEDICAL STAFF FEE ACCRUAL 111600 WORKERS COMPENSATION 85653 OTHER 33244 39507153 X PART X, LINE 2: THE FOLLOWING FOOTNOTE IS FROM THE 2024 CONSOLIDATED AUDITED FINANCIAL STATEMENTS FOR PREMIER HEALTH (PHP) AND AFFILIATES. PHP IS THE SOLE MEMBER OF UPPER VALLEY MEDICAL CENTER (UPPER VALLEY). PHP HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE TO BE A TAX-EXEMPT NON-PROFIT CORPORATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AS A TAX-EXEMPT ORGANIZATION, ITS INCOME IS EXEMPT FROM FEDERAL INCOME TAX EXCEPT TO THE EXTENT OF ANY UNRELATED BUSINESS ACTIVITIES. PHP CONSOLIDATES CERTAIN SUBSIDIARIES WHICH ARE FOR-PROFIT CORPORATIONS SUBJECT TO FEDERAL INCOME TAXES. THESE ARE: * PREMIER HEALTH HOLDING COMPANY (PHHC) (WHOLLY OWNED SUBSIDIARY OF PHP) * MVHE, INC., (AND ITS WHOLLY OWNED SUBSIDARY EXTENDED CARE), SAMARITAN FAMILY CARE, INC., PREMIER HEALTH SPECIALISTS, INC. AND PREMIER HEALTH URGENT CARE, INC. (WHOLLY OWNED SUBSIDIARIES OF PHHC) MANAGEMENT ANNUALLY REVIEWS THE TAX POSITIONS AND HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 PROGRAM SERVICES INSURANCE 28000 0 0 0 0 0 0 28000 0 28000 0 0 0 0 0 0 1 1 X 1 X 1 X 1 1 0 1 1 2530000 547000 1983000 0.01280 15750421 2421 15748000 0.10190 808000 0 808000 0.00520 19088421 549421 18539000 0.11990 659000 12000 647000 0.00420 2771000 0 2771000 0.01790 859000 0 859000 0.00560 4289000 12000 4277000 0.02770 23377421 561421 22816000 0.14760 1 7915707 0 28391000 30243000 -1852000 X 1 1 1 1 UPPER VALLEY MEDICAL CENTER 3130 N COUNTY RD 25-A TROY OH 45373 WWW.PREMIERHEALTH.COM 1036LH X X X UPPER VALLEY MEDICAL CENTER 1 0 0 1 X X X X X X X X X 24 1 1 1 1 X SEE PART V, SECTION C X 1 23 1 SEE PART V, SECTION C 0 1 X 200.000000000000 300.000000000000 X X X X 1 1 X X X 1 X SEE PART V, SEC C X SEE PART V, SEC C X SEE PART V, SEC C X X X X X X X 1 X 0 X X X X 1 X 0 0 PART V, SECTION B, LINE 5: THIS COMMUNITY HEALTH NEEDS ASSESSMENT WAS CROSS-SECTIONAL IN NATURE AND INCLUDED AN ONLINE SURVEY OF ADULTS WITHIN THE GREATER DAYTON AREA. FROM THE BEGINNING, COMMUNITY LEADERS WERE ACTIVELY ENGAGED IN THE PLANNING PROCESS AND HELPED DEFINE THE CONTENT, SCOPE, AND SEQUENCE OF THE STUDY. ACTIVE ENGAGEMENT OF COMMUNITY MEMBERS THROUGHOUT THE PLANNING PROCESS IS REGARDED AS AN IMPORTANT STEP IN COMPLETING A VALID NEEDS ASSESSMENT. COMPARISONS TO LOCAL, STATE, AND NATIONAL DATA WERE MADE, ALONG WITH ALIGNMENT TO THE HEALTHY PEOPLE 2030 TARGET OBJECTIVES, WHEN APPLICABLE.SAMPLING:THE SAMPLING FRAME FOR THE ADULT SURVEY CONSISTED OF ADULTS AGES 18 AND OVER LIVING IN THE 10-COUNTY GREATER DAYTON AREA. THERE WERE 1,090,792 PERSONS AGES 18 AND OVER LIVING IN THE 10-COUNTY GREATER DAYTON AREA. THE INVESTIGATORS CONDUCTED A POWER ANALYSIS TO DETERMINE WHAT SAMPLE SIZE WAS NEEDED TO ENSURE A 95% CONFIDENCE LEVEL WITH A CORRESPONDING MARGIN OF ERROR OF 6% (I.E., WE CAN BE 95% SURE THAT THE "TRUE" POPULATION RESPONSES ARE WITHIN A 6% MARGIN OF ERROR OF THE SURVEY FINDINGS). A SAMPLE SIZE OF AT LEAST 267 ADULTS WAS NEEDED TO ENSURE THIS LEVEL OF CONFIDENCE FOR THE GENERAL POPULATION.PROCEDURE:THE PRIMARY DATA COLLECTION TOOL USED WAS AN ONLINE SURVEY VIA SURVEY MONKEY. THE ADVISORY COMMITTEE ALSO PROVIDED PAPER SURVEYS TO SELECT POPULATIONS. THE ADVISORY COMMITTEE ESTABLISHED A RAFFLE WITH A VARIETY OF GIFT CARDS TO ENCOURAGE PARTICIPATION IN THE SURVEY. DATA COLLECTION OCCURRED FROM APRIL-JULY 2024, SEGMENTED INTO TWO MAJOR SAMPLING METHODOLOGIES: CONVENIENCE SAMPLING AND PURPOSEFUL SAMPLING. THE COMBINATION OF SAMPLING METHODOLOGIES WAS UTILIZED TO YIELD VALUABLE INSIGHTS REFLECTIVE OF THE COUNTY'S UNIQUE CHARACTERISTICS.CONVENIENCE SAMPLING TOOK PLACE DURING THE FIRST THREE WEEKS OF DATA COLLECTION. THIS APPROACH ENABLED THE INCLUSION OF COMMUNITY MEMBERS WHO WERE EASILY ACCESSIBLE, SUCH AS RESIDENTS ATTENDING LOCAL EVENTS, USING PUBLIC SERVICES, OR INTERACTING WITH ONLINE PLATFORMS. THE PURPOSE OF THIS FIRST PHASE WAS TO ENABLE SWIFT DATA COLLECTION AND BROAD REPRESENTATION ACROSS VARIOUS SEGMENTS OF THE POPULATION.FOLLOWING CONVENIENCE SAMPLING, RESEARCHERS CONDUCTED A DEMOGRAPHIC ANALYSIS TO IDENTIFY UNDER-REPRESENTED POPULATIONS AMONG THE POOL OF RESPONDENTS. BY COMPARING THE DEMOGRAPHICS OF THE SURVEY RESPONDENTS TO U.S. CENSUS 2022 AMERICAN COMMUNITY SURVEY ESTIMATES, RESEARCHERS IDENTIFIED THE FOLLOWING UNDER-REPRESENTED POPULATIONS AMONG THE SURVEY RESPONDENTS: MALE RESPONDENTS, BLACK/AFRICAN AMERICAN AND HISPANIC RESPONDENTS, AND THOSE 60 AND OLDER LIVING IN DARKE, GREENE, MAIMI, MONTGOMERY, AND SHELBY COUNTIES.UTILIZING THE RESULTS OF THE DEMOGRAPHIC ANALYSIS, PURPOSEFUL SAMPLING TOOK PLACE OVER THE COURSE OF SIX WEEKS. THIS APPROACH TARGETED THE COLLECTION OF DATA FROM UNDER-REPRESENTED DEMOGRAPHIC GROUPS BY PROMOTING THE SURVEY IN AREAS THESE POPULATIONS FREQUENTED. EFFORTS INCLUDED IN-PERSON OUTREACH AT SPECIFIC LOCATIONS AND COLLABORATION WITH KEY COMMUNITY STAKEHOLDERS TO RAISE AWARENESS OF THE SURVEY.BY COMBINING THE APPROACHES OUTLINED ABOVE, RESEARCHERS AIMED TO CAPTURE A COMPREHENSIVE PICTURE OF THE 10COUNTY GREATER DAYTON AREA POPULATION, ITS DYNAMICS, AND ITS VARIED PERSPECTIVES, CONTRIBUTING TO INFORMED DECISION-MAKING AND COMMUNITY-FOCUSED INITIATIVES WITHIN THE REGION. AFTER THOROUGHLY CLEANING THE ADULT DATA THAT WAS COLLECTED DURING THE THIRTEEN WEEKS, A TOTAL OF 2,175 RESPONSES WERE CONSIDERED VALID FOR ANALYSIS.THIS SAMPLE SIZE (N=2,175: CI= 2.10%) MEANS THAT THE RESPONSES IN THE ADULT HEALTH ASSESSMENT SHOULD BE REPRESENTATIVE OF THE ENTIRE REGION AND EACH UNDERLYING COUNTY.NOTE: "N" REFERS TO THE TOTAL SAMPLE SIZE, "CI" REFERS TO THE CONFIDENCE INTERVAL. PART V, SECTION B, LINES 6A & 6B: UPPER VALLEY MEDICAL CENTER (UPPER VALLEY) COLLABORATED WITH THE OTHER MEMBER HOSPITALS OF GREATER DAYTON AREA HOSPITAL ASSOCIATION INCLUDING KETTERING MEDICAL CENTER, SYCAMORE MEDICAL CENTER, KETTERING BEHAVIORAL MEDICAL CENTER, GRANDVIEW MEDICAL CENTER, SOUTHVIEW MEDICAL CENTER, SOIN MEDICAL CENTER, GREENE MEMORIAL HOSPITAL, FORT HAMILTON HOSPITAL, MIAMI VALLEY HOSPITAL, ATRIUM MEDICAL CENTER, UPPER VALLEY MEDICAL CENTER, MIAMI VALLEY HOSPITAL SOUTH, MIAMI VALLEY HOSPITAL NORTH, WILSON MEMORIAL HEALTH, WAYNE HEALTHCARE, MERCY HEALTH SPRINGFIELD REGIONAL MEDICAL CENTER, AND MERCY HEALTH URBANA HOSPITAL. ADDITIONALLY, UPPER VALLEY COLLABORATED WITH OUR REGION'S PUBLIC HEALTH DEPARTMENTS, INCLUDING AUGLAIZE COUNTY HEALTH DEPARTMENT, CHAMPAIGN HEALTH DISTRICT, CLARK COUNTY COMBINED HEALTH DISTRICT, DARKE COUNTY GENERAL HEALTH DISTRICT, GREENE COUNTY HEALTH DEPARTMENT, MIAMI COUNTY PUBLIC HEALTH, PREBLE COUNTY HEALTH DEPARTMENT, PUBLIC HEALTH DAYTON & MONTGOMERY COUNTY, AND SIDNEY-SHELBY COUNTY HEALTH DEPARTMENT. PART V, SECTION B, LINES 7A & 10A: THE DIRECT WEBSITE ADDRESS WHERE THE CHNA AND THE RELATED IMPLEMENTATION STRATEGY CAN BE ACCESSED IS:HTTPS://WWW.PREMIERHEALTH.COM/ABOUT-PREMIER/COMMUNITY-INVOLVEMENT/COMMUNITY-HEALTH-IMPROVEMENT PART V, SECTION B, LINE 11: THE COMMUNITY HEALTH IMPROVEMENT PLAN WORKGROUP IDENTIFIED THREE OVERARCHING PRIORITY AREAS SPANNING THE FULL CONTINUUM OF CARE:BARRIERS TO ACCESSING CARE: ADDRESSING SYSTEMIC AND LOGISTICAL OBSTACLES THAT PREVENT INDIVIDUALS FROM RECEIVING TIMELY AND APPROPRIATE HEALTHCARE. ELEVATING DELIVERY OF HEALTHCARE SERVICES: ENHANCING THE EFFICIENCY, COORDINATION, AND QUALITY OF HEALTHCARE SERVICES ACROSS THE REGION. WELLBEING AND QUALITY OF LIFE: ADDRESSING FACTORS THAT CONTRIBUTE TO LONG-TERM PHYSICAL, MENTAL, AND SOCIAL WELLBEING. FOR EACH PRIORITY AREA, TARGETED STRATEGIES WERE DEVELOPED TO DRIVE MEANINGFUL IMPROVEMENTS. WHILE MANY STRATEGIES ARE SPECIFIC TO EACH FOCUS AREA, TWO CROSS-CUTTING THEMES EMERGED AS CRITICAL ACROSS ALL PRIORITIES: ADVOCACY AND SOCIAL DETERMINANTS OF HEALTH (SDOH).SDOH: ECONOMIC STABILITY, EDUCATION, AND ACCESS TO NUTRITIOUS FOOD PROFOUNDLY INFLUENCE PATIENT OUTCOMES AND HEALTHCARE COSTS. HOSPITALS PLAY A VITAL ROLE IN CONNECTING PATIENTS TO COMMUNITY-BASED ORGANIZATIONS AND NONPROFIT RESOURCES THAT CAN MEET THESE NEEDS. ADDRESSING SDOH IS ESSENTIAL FOR REDUCING HEALTH DISPARITIES, IMPROVING PREVENTIVE CARE, AND FOSTERING A HEALTHIER, MORE EQUITABLE DAYTON REGION.ADVOCACY: BY CHAMPIONING POLICIES THAT SUPPORT EQUITABLE HEALTHCARE ACCESS, FUNDING FOR PUBLIC HEALTH INITIATIVES, AND STRONGER COMMUNITY PARTNERSHIPS, HOSPITALS AND STAKEHOLDERS CAN HELP SHAPE A HEALTHCARE ENVIRONMENT THAT BETTER SERVES THE NEEDS OF ALL DAYTON RESIDENTS. COLLABORATIVE ADVOCACY EFFORTS WILL BE ESSENTIAL IN DRIVING POLICY CHANGES THAT SUPPORT THE LONG-TERM SUCCESS OF THE CHIP.REGIONAL PRIORITY #1:BARRIERS TO ACCESSING CARE (1A):EDUCATE & INFORM PATIENTS ON THEIR HEALTH CARE BENEFITS AND OPTIONS!THIS STRATEGY FOCUSES ON EQUIPPING PATIENTS WITH THE KNOWLEDGE THEY NEED TO MAKE INFORMED DECISIONS REGARDING THEIR HEALTHCARE PLANS, SERVICES, AND COVERAGE. BY ENHANCING PATIENT UNDERSTANDING, WE AIM TO REDUCE CONFUSION, IMPROVE ACCESS TO CARE, AND INCREASE OVERALL SATISFACTION WITH HEALTHCARE SERVICES.THE HOSPITALS OF THE DAYTON REGION PLAN TO WORK COLLABORATIVELY TO INCREASE THE DAYTON REGION'S HEALTH LITERACY AND THE NUMBER OF INDIVIDUALS REACHED THROUGH HEALTH LITERACY PROGRAMMING (WITH AN EMPHASIS ON UNDERINSURED AND UNINSURED POPULATIONS).OUR ACTION ITEMS WILL BE TO STANDARDIZE HOW HEALTH LITERACY IS MEASURED AND TRACKED, AND TO HAVE A REGIONAL CAMPAIGN TO EDUCATE/INFORM (RE: HEALTHCARE OPTIONS, INSURANCE BENEFITS, COVERAGE TRANSITIONS, ETC.).PARTNER WITH CHAMBER AND BUSINESS COMMUNITY TO EDUCATE ON INSURANCE TRANSITIONS PART V, SECTION B, LINE 11: (CONTINUED) BARRIERS TO ACCESSING CARE (1B):INCREASE ACCESS & AVAILABILITY OF CARE OPTIONS, WITH FOCUS ON UNINSURED AND UNDERINSURED INDIVIDUALSTHIS STRATEGY AIMS TO REDUCE HEALTH CARE DISPARITIES BY EXPANDING ACCESS TO CARE OPTIONS AND ENSURING THAT THESE INDIVIDUALS CAN OBTAIN THE SERVICES THEY NEED, REGARDLESS OF THEIR INSURANCE STATUS. BY FOCUSING ON THE NEEDS OF THE UNDERSERVED POPULATIONS, WE WILL ENHANCE THE AVAILABILITY OF ESSENTIAL HEALTH CARE SERVICES AND SUPPORT SYSTEMS THAT FACILITATE IMPROVED HEALTH OUTCOMES.THE HOSPITALS OF THE DAYTON REGION PLAN TO WORK COLLABORATIVELY TO INCREASE HEALTH SCREENINGS IN UNDERSERVED ZIP CODES.OUR ACTION ITEMS WILL BE TO REVIEW AND ANALYZE POPULATION AND VISIT DATA TO AID IN IDENTIFICATION OF AREAS WITH HIGHEST NEED FOR SCREENING, DEVELOP ALTERNATIVE MODELS OF CARE (I.E., MOBILE CLINICS), AND FOCUS ON AVAILABILITY (I.E., WAIT TIMES), AND CONSIDER FLEXIBLE OPTIONS FOR CARE (I.E., URGENT, WALK-IN, ETC.) MEDICAL, DENTAL, MENTAL HEALTH.STRATEGIC INITIATIVES:PROGRAM: COMMUNITY HEALTH VOUCHERSDESCRIPTION: PROVIDES FINANCIAL AID FOR BREAST AND CERVICAL CANCER SCREENINGS.ELIGIBILITY: UNINSURED/UNDERINSURED WITH INCOME 400% FPL.COVERED SERVICES: MAMMOGRAMS, BIOPSIES, PAP TESTS, ULTRASOUNDS, AND MORE.GOAL: EARLY CANCER DETECTION FOR SUCCESSFUL TREATMENT.OUTCOMES:3-YEAR PROJECTION:150 WOMEN SYSTEM-WIDE SERVED. EXPANSION EFFORTS: PREMIER HEALTH WORKING TO INCREASE PROVIDER CONTRACTS FOR CERVICAL SERVICES. ENROLLMENT TREND: CLIENT NUMBERS STEADY DESPITE THE HEALTH CARE MARKETPLACE CHANGES.PARTNERS & RESOURCES:ATRIUM MEDICAL CENTER FOUNDATION, GOOD SAMARITAN FOUNDATION-DAYTON, UVMC FOUNDATION, MIAMI VALLEY HOSPITAL FOUNDATION (HELP HER FIGHT), BREAST CANCER FOUNDATION, KUHNS BROTHERS AND FIVE RIVERS HEALTH CENTERS PROGRAM SITES: MAGNOLIA WOMEN'S HEALTH, FIVE RIVERS HEALTH CENTER, ATRIUM MEDICAL CENTER, UPPER VALLEY MEDICAL CENTER, MIAMI VALLEY HOSPITAL, MIAMI VALLEY NORTH, MIAMI VALLEY SOUTH PART V, SECTION B, LINE 11: (CONTINUED): PROGRAM: BCCP GRANT PROGRAMTHE BREAST AND CERVICAL CANCER PROJECT'S PATIENT NAVIGATION PROGRAM HELPS WOMEN ACCESS CANCER SCREENINGS, PROVIDERS, AND RESOURCES.ASSISTS TO ANSWER QUESTIONS ABOUT APPOINTMENTS, INSURANCE, AND MORE.IMPROVE ACCESS FOR EARLY DETECTION OF BREAST AND CERVICAL CANCERS IMPROVES TREATMENT SUCCESS.OUTCOMES: INCREASE ACCESS UN-INSURED AND UNDERINSURED COMMUNITY MEMBERS WHO FALL WITHIN THE ELIGIBILITY GUIDELINES. (PREMIER HEALTH PROVIDES IN-KIND SUPPORT FOR OFFICE SPACE AND ADMINISTRATIVE SUPPORT.)PARTNERS & RESOURCES:ATRIUM MEDICAL CENTER FOUNDATION, GOOD SAMARITAN FOUNDATION-DAYTON, UVMC FOUNDATION, MIAMI VALLEY HOSPITAL FOUNDATION (HELP HER FIGHT), BREAST CANCER FOUNDATION, KUHNS BROTHERS AND FIVE RIVERS HEALTH CENTERS PROGRAM SITES: MAGNOLIA WOMEN'S HEALTH, FIVE RIVERS HEALTH CENTER, ATRIUM MEDICAL CENTER, UPPER VALLEY MEDICAL CENTER, MIAMI VALLEY HOSPITAL, MIAMI VALLEY NORTH, MIAMI VALLEY SOUTHPROGRAM: HEALTH PARTNERS FREE CLINICTHIS PROGRAM CONTINUES TO PROVIDE MEDICAL CARE TO UNINSURED INDIVIDUALS BY IMPROVING ACCESS TO CARE. THE GOAL IS TO ACHIEVE BETTER HEALTH OUTCOMES, REDUCE HEALTHCARE DISPARITIES, AND ENHANCE ORGANIZATIONAL CAPACITY AND EFFICIENCY. THE PROGRAM ALSO FOCUSES ON EXPANDING THE VOLUNTEER WORKFORCE AND ENGAGING THE COMMUNITY MORE ACTIVELY.OUTCOMES:INCREASE PATIENT COUNT TO 1,000 BY APRIL 2025INCREASE VOLUNTEER WORKFORCE TO 75 BY APRIL 2025HIRE A CASE MANAGER TO SUPPORT PATIENTS.PARTNERS & RESOURCES:MIAMI COUNTY PUBLIC HEALTH, LOCAL CHURCHES, LOCAL BUSINESSES, SCHOOLS SERVICE CLUBS, LOCAL HEALTHCARE PROVIDERSPROGRAM: VACCINES FOR CHILDRENTHE PREMIER COMMUNITY HEALTH VACCINES FOR CHILDREN (VFC) MOBILE PROGRAM PROVIDES ROUTINE CHILDHOOD IMMUNIZATIONS TO UNINSURED, UNDERINSURED, AND MEDICAID-ELIGIBLE CHILDREN IN UNDERSERVED COMMUNITIES THROUGH MOBILE CLINICS AT SCHOOLS AND COMMUNITY CENTERS. THE VFC PROGRAM TARGETS CHILDREN (0-18) IN UNDERSERVED AREAS, ADDRESSING ACCESS BARRIERS LIKE TRANSPORTATION AND COST. PROVIDES EDUCATION ON VACCINE SAFETY AND IMMUNIZATION SCHEDULES AND CONNECTS FAMILIES TO ONGOING HEALTH CARE AND FOLLOW-UP SUPPORT.OUTCOMES: NUMBER OF CHILDREN VACCINATED THROUGH THE MOBILE PROGRAM INCREASE IN IMMUNIZATION RATES IN TARGET COMMUNITIES NUMBER OF VACCINE OUTREACH AND EDUCATION SESSIONS PROVIDED REDUCTION IN SCHOOL-ENTRY VACCINE NON-COMPLIANCE RATES NUMBER OF FAMILIES CONNECTED TO PRIMARY CARE PROVIDERS FOR ONGOING PREVENTIVE CAREPARTNERS & RESOURCES:AREA SCHOOLS, EARLY LEARNING CENTERS, FAITH-BASED ORGANIZATIONS, AND PUBLIC HOUSING SITESREGIONAL PRIORITY #2ELEVATING DELIVERY OF HEALTH CARE SERVICESEDUCATE & INFORM PATIENTS ON THEIR HEALTH CARE BENEFITS AND OPTIONSOUR GREATER DAYTON HOSPITALS PLAY A VITAL ROLE IN ADDRESSING CHRONIC DISEASE, MATERNAL AND INFANT HEALTH, AND BEHAVIORAL HEALTH. THIS PRIORITY AREA WILL ADVANCE THE GREATER DAYTON REGION'S COMMUNITY HEALTH THROUGH ENHANCED HEALTH CARE SERVICES. IT WILL HELP PATIENTS NAVIGATE LONG-TERM CONDITIONS, REDUCE PREVENTABLE COMPLICATIONS, ENSURE HEALTHIER PREGNANCIES AND BIRTHS, AND ADDRESS THE GROWING NEED FOR COMPREHENSIVE BEHAVIORAL HEALTH SERVICES.ELEVATING DELIVERY OF HEALTH CARE SERVICES (2A):THIS STRATEGY SUPPORTS CHRONIC DISEASE MANAGEMENT THROUGH A COMPREHENSIVE APPROACH DESIGNED TO ENHANCE PATIENT OUTCOMES AND ENCOURAGE SELF-MANAGEMENT.OUTCOMES:REDUCE ACUTE CARE DAYS FOR CHRONIC DISEASE CARE (BASED ON MOST PREVALENT CHRONIC DISEASE IN COUNTY) REDUCE ED ADMISSIONS RELATIVE TO CHRONIC DISEASE DIAGNOSESFOCUS ON SCHOOL EDUCATION AND PREVENTATIVE SCREENINGSACTION ITEMS:SHARE CHRONIC DISEASE MANAGEMENT PROGRAM/SERVICE INFORMATION MORE BROADLY ACROSS HOSPITALS, PUBLIC HEALTH DEPARTMENTS LEVERAGE ACCESS TO REGIONAL HEALTH CARE DATA TO INFORM COMMUNITIES OR POPULATIONS OF HIGHEST NEED TO INFORM OPPORTUNITIES FOR PROGRAM DEVELOPMENT OR PARTNERSHIPCONSIDER REMOTE MONITORING OR TELEHEALTH EXPLORE HOW PUBLIC HEALTH DEPARTMENT PROGRAMMING COULD SUPPORT CHRONIC DISEASE PATIENTS WITH ONGOING MANAGEMENT AND PREVENTION PART V, SECTION B, LINE 11: (CONTINUED): PROGRAM: COMMUNITY HEALTH AND MOBILE CLINIC PROGRAMMINGPREMIER HEALTH'S COMMUNITY HEALTH PROGRAMMING AIMS TO IMPROVE CARDIOVASCULAR AND DIABETES PREVENTION THROUGH SCREENINGS, EDUCATION, AND RESOURCE NAVIGATION FOR AT-RISK POPULATIONS. THE PROGRAM PROVIDES BOTH IN-PERSON AND VIRTUAL EVENTS TO PROMOTE EARLY DETECTION, LIFESTYLE CHANGES, AND CHRONIC DISEASE MANAGEMENT IN UNDERSERVED COMMUNITIES.PROGRAM COMPONENTS: PREVENTIVE SCREENINGS (BLOOD PRESSURE, BMI, CHOLESTEROL, ETC.) AT COMMUNITY EVENTS AND VIA MOBILE CLINICONE-ON-ONE HEALTH COACHING AND GROUP EDUCATION ON CHRONIC DISEASE MANAGEMENT.COMMUNITY RESOURCE NAVIGATION FOR SDOH NEEDS VIRTUAL "TUESDAY TALKS" HEALTH FOCUSED WEBINARS ON HEALTHOUTCOMES:NUMBER OF COMMUNITY MEMBERS SCREENED FOR CARDIOVASCULAR AND DIABETES RISK FACTORS PERCENTAGE OF HIGH-RISK INDIVIDUALS REFERRED TO PROVIDERSENGAGEMENT LEVELS IN "TUESDAY TALKS" VIRTUAL EDUCATION SERIESINCREASED HEALTHCARE ACCESS FOR PROGRAM PARTICIPANTSPARTNERS & RESOURCES:LOCAL COMMUNITY ORGANIZATIONS, CHURCHES, SENIOR CENTERS, MIDDLETOWN CONNECT WALK WITH A DOC, COMMUNITY HEALTH WELLNESS PROGRAM, CITY OF STARS BARBERSHOP, DEEEZ CUTTZ BARBERSHOP, MANUP BARBERSHOP, HEADLINERS BARBERSHOP, NAKEDA 7SPA, R. ANTHONY HAIR SALON, RON WEST BARBERING SCHOOL, SERENITY SALON, STYLZES BARBERSHOP, X-QUISITE BARBERSHOP & BARBERING SCHOOLPROGRAM: BARBERSHOP HEALTH INITIATIVETHE PREMIER COMMUNITY HEALTH BARBERSHOP INITIATIVE PROVIDES PREVENTIVE SCREENINGS, EDUCATION, AND RESOURCE NAVIGATION AT BARBERSHOPS TO ADDRESS HEALTH DISPARITIES, PARTICULARLY FOR AFRICAN AMERICAN MEN AT RISK FOR CHRONIC CONDITIONS. PROGRAM COMPONENTS:ON-SITE HEALTH SCREENINGS AND COACHINGBARBER TRAINING FOR HEALTH ADVOCACYCULTURALLY TAILORED EDUCATION ON DISEASE PREVENTIONOUTCOMES:NUMBER OF BARBERSHOPS PARTICIPATING IN THE INITIATIVE NUMBER OF INDIVIDUAL SCREENED AND REFERRED TO FOLLOW-UP CAREINCREASE ENGAGEMENT IN PREVENTIVE HEALTHCARE AND PRIMARY CARE IMPROVE BARBERS' ENGAGEMENT AND IMPACT AS PEER HEALTH ADVOCATESPARTNERS & RESOURCES:CITY OF STARS BARBERSHOP, DEEEZ CUTTZ BARBERSHOP, MANUP BARBERSHOP, HEADLINERS BARBERSHOP, NAKEDA 7 SPA, R. ANTHONY HAIR SALON, RON WEST BARBERING SCHOOL, SERENITY SALON, STYLZES BARBERSHOP, X-QUISITE BARBERSHOP & BARBERING SCHOOL PART V, SECTION B, LINE 11: (CONTINUED): PROGRAM: TELEHEALTH PROGRAM - REMOTE PATIENT MONITORINGTHE REMOTE PATIENT MONITORING (RPM)PROGRAM IMPROVES HEALTH OUTCOMES FOR PATIENTS IN RURAL AND LOW-INCOME URBAN AREAS BY OFFERING CONTINUOUS MONITORING FOR CHRONIC CONDITIONS, REDUCING HOSPITAL READMISSIONS AND HEALTH CARE DISPARITIES.PROGRAM COMPONENTS: HOME MONITORING DEVICES, TELEHEALTH CHECK-INS, 24/7 MONITORING, NURSE-LED COACHING, AND SUPPORT FOR MEDICATION ADHERENCE. COLLABORATION WITH COMMUNITY ORGANIZATIONS TO REACH VULNERABLE POPULATIONS.HEALTH EQUITY: FREE EQUIPMENT, MULTI-LINGUAL SUPPORT, AND DIGITAL LITERACY.OUTCOMES:REDUCTION IN HOSPITAL READMISSIONS AND EMERGENCY DEPARTMENT VISITSIMPROVEMENTS INPATIENT ADHERENCE TO MEDICATION AND CARE PLANS PATIENT-REPORTED IMPROVEMENTS IN HEALTH STATUS AND QUALITY OF LIFEPARTNERS & RESOURCES:AREA HOSPITALS, PHYSICIANS, COMMUNITY ORGANIZATIONSELEVATING DELIVERY OF HEALTH CARE (2B):ENHANCE THE QUALITY AND ACCESSIBILITY OF PRENATAL CARE TO EXPECTANT MOTHERS AND EDUCATE ON ITS' IMPORTANCEENHANCING THE QUALITY AND ACCESSIBILITY OF PRENATAL CARE IS CRITICAL FOR ENSURING THE HEALTH AND WELL-BEING OF BOTH EXPECTANT MOTHERS AND THEIR BABIES. A WELL-ROUNDED STRATEGY TO IMPROVE PRENATAL CARE FOCUSES ON PROVIDING COMPREHENSIVE, PERSONALIZED CARE, REMOVING BARRIERS TO ACCESS, AND EDUCATING MOTHERS ABOUT THE IMPORTANCE OF PRENATAL CARE THROUGHOUT THEIR PREGNANCY.OUTCOMES:DECREASE PRE-TERM BIRTHSDECREASE LOW WEIGHT BIRTHSIMPROVED BIRTH OUTCOMESINCREASE # OF MOTHERS RECEIVING PRENATAL CARE IN FIRST TRIMESTERACTION ITEMS:DEVELOP REGIONAL RESOURCES AND BEST PRACTICES TO HELP PATIENTS UNDERSTAND IMPORTANCE OF MATERNAL AND INFANT HEALTH CONTINUE TO STRENGTHEN REGIONAL AND LOCAL PARTNERSHIPS WITH ALL LEVELS OF CARE AND SUPPORT FOR PREGNANT INDIVIDUALS (I.E. DOULAS, COMMUNITY ORGANIZATIONS, HEALTHCARE PROVIDERS)EARLY SCREENING FOR HIGH-RISK PREGNANCIESNUTRITIONAL COUNSELINGMATERNAL EDUCATIONPROGRAM: HELP ME GROW, BRIGHTER FUTURESHELP ME GROW BRIGHTER FUTURES (HMGBF) HOME VISITING IS A VOLUNTARY, HOME-BASED SERVICE THAT PROVIDES SOCIAL, EMOTIONAL, HEALTH-RELATED AND PARENTING SUPPORT AND INFORMATION TO FAMILIES AND LINKS THEM TO APPROPRIATE RESOURCES. OUR PROGRAMS SERVE FAMILIES WITH CHILDREN UP TO AGE THREE.HMGBF IS AN OPERATING ENTITY OF GDAHA. PREMIER HEALTH SUPPORTS THIS PROGRAM BY PROVIDING RESOURCES FOR SALARY AND BENEFITS AS A PART OF A COMMUNITY COLLABORATION.OUTCOMES:CASELOAD GOAL: SERVE 1,770 FAMILIES IN 2025.INFANT MORTALITY: REDUCE RACIAL DISPARITIES IN INFANT MORTALITY, ESPECIALLY AMONG AFRICAN AMERICAN INFANTS.PARTNERS & RESOURCES:GREATER DAYTON AREA HOSPITAL ASSOCIATION, KETTERING HEALTH NETWORK, LIFE STAGES CENTERING, FIVE RIVERS HEALTH CENTERS, SOUTHVIEW WOMEN'S CENTER, GRANDVIEW WOMEN'S CENTER, PUBLIC HEALTH, PHYSICIAN OFFICES, AND A VARIETY OF COMMUNITY PROGRAM SUCH AS THE WESLEY CENTER, ELIZABETH NEW LIFE, MIAMI VALLEY CHILD DEVELOPMENT CENTER, PROMISE TO HOPE, LIFE RESOURCE CENTER, AND FAMILY SERVICE AGENCYPROGRAM: MIAMI COUNTY PRENATAL WELLNESS CENTERTHIS PROGRAM SERVES AS THE ONLY PRENATAL SAFETY NET CLINIC IN MIAMI COUNTY, OFFERING BOTH PRE AND POSTNATAL CARE TO UNDER/UNINSURED PREGNANT INDIVIDUALS. IT PROVIDES ESSENTIAL NURSING AND MEDICAL CARE TO ENSURE A HEALTHY PREGNANCY AND POSTPARTUM EXPERIENCE FOR ITS PATIENTS.OUTCOMES:PROVIDE CARE TO UNINSURED AND UNDER INSURED WOMEN. INCREASE ACCESS TO MEDICAL PROVIDERS AND CLINICAL CARE RESOURCES.PARTNERS & RESOURCES:UNITED WAY OF MIAMI COUNTY, HEALTH PARTNERS FREE CLINIC, MIAMI COUNTY JAIL, HELP ME GROW, WOMEN, INFANTS, AND CHILDREN (WIC), TCN BEHAVIORAL HEALTH, EDISON STATE COLLEGE, FAMILY ABUSE SHELTER PART V, SECTION B, LINE 11: (CONTINUED) PROGRAM: PROMISE TO HOPETHE PROGRAM PROVIDES MULTIDISCIPLINARY CARE FOR PREGNANT WOMEN WITH SUBSTANCE USE OR OPIATE USE DISORDERS TO IMPROVE MATERNAL AND INFANT HEALTH. GOALS INCLUDE REDUCING OVERDOSE DEATHS, SUPPORTING SUCCESSFUL PARENTING, AND INCREASING BREASTFEEDING RATES FOR MOTHERS IN RECOVERY. PROVIDING MEDICATION ASSISTED TREATMENT (MAT), PERSONALIZED CARE, RECOVERY SUPPORT, AND PRENATAL/POST-PARTUM SERVICES THROUGH PROMISE TO HOPE. TO ENSURE HEALTHY OUTCOMES, PREGNANT WOMEN WITH SUBSTANCE USE DISORDER OR OPIATE USE DISORDER REQUIRE A MULTIDISCIPLINARY APPROACH WITH CONNECTION TO COMMUNITY RESOURCES.OUTCOMES:MEASURE THE TOTAL CLIENTS SERVED PER YEARREDUCE OVERDOSE DEATHS IMPROVE INFANT HEALTH INCREASE BREASTFEEDING RATES FOR MOTHERS IN RECOVERYPARTNERS & RESOURCES:ADAMHS BOARD OF MONTGOMERY COUNTY, JOSHUA RECOVERY MINISTRIES, BRIGID'S PATH, NOVA BEHAVIORAL HEALTH, BERRY HEALTH CENTER, FAMILY TREATMENT COURT, CARESOURCE, AND FRESH STARTELEVATING DELIVERY OF HEALTH CARE (2C):SUPPORT MENTAL HEALTH & SUBSTANCE USE DISORDER INTERVENTIONSSUPPORTING MENTAL HEALTH AND SUBSTANCE USE DISORDER (SUD) INTERVENTIONS REQUIRES A COMPREHENSIVE, MULTI-TIERED STRATEGY THAT ADDRESSES BOTH THE IMMEDIATE AND LONG-TERM NEEDS OF INDIVIDUALS AFFECTED BY THESE ISSUES. THE GOAL IS TO CREATE AN INTEGRATED SYSTEM OF CARE THAT NOT ONLY PROVIDES TREATMENT FOR MENTAL HEALTH AND SUD BUT ALSO PROMOTES PREVENTION, EARLY INTERVENTION, AND ONGOING SUPPORT.OUTCOMES:INCREASE MEDICAL PROVIDER BEHAVIORAL HEALTH LITERACYINCREASE NUMBER OF PCPS SCREENING FOR BEHAVIORAL HEALTH NEEDSACTION ITEMS:STANDARDIZE SCREENING AND DATA COLLECTION/TRACKING MECHANISM FOR MENTAL HEALTH ACROSS HEALTHCAREWORK WITH PCPS/MEDICAL CARE PROVIDERS TO INTEGRATE BEHAVIORAL HEALTH SERVICESCREATE REGIONAL BEST PRACTICE FOR ADDRESSING BEHAVIORAL HEALTH ALONGSIDE MEDICAL CARE CONSIDER TRAUMA INFORMED CARE TRAINING FOR HEALTH CARE PROVIDERSINTEGRATE BEHAVIORAL HEALTH SERVICESPROGRAM: SMOKING CESSATION PROGRAM (LIVING SMOKE FREE)THE SMOKING CESSATION PROGRAM PROVIDES SUPPORT ON TOBACCO-RELATED HEALTH ISSUES, TRIGGERS, AND WELL-BEING. IT MEETS WEEKLY FOR FIVE WEEKS IN A GROUP SETTING PROVIDING COUNSELING AND SUPPORT TO PATIENTS, TO HELP THEM QUIT SMOKING.OUTCOMES:INCREASE NUMBER OF PARTICIPANTS REPORTING REDUCTION IN NICOTINE USEPARTNERS & RESOURCES:PREMIER HEALTH PHYSICIAN NETWORK, COMMUNITY HEALTH CENTERS, COMMUNITY BASED ORGANIZATIONSPROGRAM: SUBSTANCE USE NAVIGATORSPREMIER HEALTH'S SUBSTANCE USE NAVIGATOR (SUN) PROGRAM ASSISTS EMERGENCY DEPARTMENT PATIENTS WITH SUBSTANCE USE ASSESSMENTS AND CONNECTS THEM TO TREATMENT AND SUPPORT SERVICES BY USING NAVIGATORS EXPERIENCED IN SUBSTANCE USE DISORDER, NURSING, OR SOCIAL WORK.OUTCOMES:INCREASE NUMBER OF PATIENTS SERVEDIMPROVED CONNECTIONS TO ONGOING TREATMENTPARTNERS & RESOURCES:AREA TREATMENT PROGRAMS, SBHI, TRI COUNTY MENTAL HEALTH BOARD, COUNTY PUBLIC HEALTH PART V, SECTION B, LINE 11: (CONTINUED) PROGRAM: TRI-COUNTY HOPE HOUSETHE HOPE HOUSE PROGRAM AIMS TO ADMIT 24INDIVIDUALS, TARGETING A 60% SUCCESSFUL DISCHARGE RATE. IT OFFERS 24/7 SUPPORT WITH CHEMICAL DEPENDENCY COUNSELORS, ALONG WITH COUNSELING, CASE MANAGEMENT, LIFE SKILLS TRAINING, AND RECREATIONAL ACTIVITIES TO PROMOTE LONG-TERM RECOVERY AND INDEPENDENCE.OUTCOMES:INCREASE NUMBER OF CLIENTS THAT CHOOSE ADMISSIONIMPROVE SUCCESSFUL DISCHARGE RATEPARTNERS & RESOURCES:MIAMI COUNTY TCN BEHAVIORAL SERVICES OPERATES THE HOPE HOUSE AND SERVES MIAMI, DARKE, AND SHELBY COUNTIES. MIAMI CO DRUG FREE COALITION. CITY OF TROY, CITY OF PIQUA, LOCAL COURTS AND LAW ENFORCEMENT, FIRE/EMS, FAMILY ABUSE SHELTER, RECOVERY AND WELLNESS, ST PATRICK'S CHURCH, NEW PATH, HEALTH PARTNERS, SBHIREGIONAL PRIORITY #3WELL-BEING AND QUALITY OF LIFE ENCOURAGE HEALTHY BEHAVIORS & EDUCATE ON A HEALTHY LIFESTYLETHERE IS AN OPPORTUNITY TO PROACTIVELY SUPPORT AND ENCOURAGE THE WELLBEING OF THOSE WHO LIVE IN THE GREATER DAYTON AREA. WELLBEING (OR LACK THEREOF) IS VIEWED AS AN UNDERLYING DRIVER OF HEALTH CHOICES AND OUTCOMES. A SHARED FOCUS ON THIS PRIORITY AREA CAN ENCOURAGE INDIVIDUALS TO ADOPT HEALTHIER LIFESTYLES, LEADING TO LONG-TERM IMPROVEMENTS IN PHYSICAL AND MENTAL WELL-BEING.WELL-BEING AND QUALITY OF LIFE (3A):ENCOURAGE HEALTHY BEHAVIORS & EDUCATE ON A HEALTHY LIFESTYLEENCOURAGING HEALTHY BEHAVIORS AND EDUCATING INDIVIDUALS ABOUT A HEALTHY LIFESTYLE IS KEY TO IMPROVING OVERALL PUBLIC HEALTH, PREVENTING CHRONIC DISEASES AND PROMOTING LONG-TERM WELL-BEING. THE STRATEGY INVOLVES A MULTI-PRONGED APPROACH THAT NOT ONLY PROVIDES INFORMATION BUT ALSO CREATES ENVIRONMENTS AND SYSTEMS THAT SUPPORT HEALTHY CHOICES.OUTCOMES:INCREASING HEALTH LITERACY IN RELATION TO HEALTHY BEHAVIORS / MAKING INFORMED DECISIONS ABOUT LIFESTYLE CHOICESIMPROVE A1CS AND METABOLIC PANEL VALUES DECREASE BMI OVER ALL PATIENTSACTION ITEMS:FOCUS ON YOUTH EDUCATION ON HEALTHY BEHAVIORS AND LIFESTYLES PROMOTE EXERCISE, FOOD CHOICES, SELF-CARE, MINDFULNESS, YOUTH ACTIVITIES/SPORTS, ETC. CONSIDER SCHOOL-BASED PARTNERSHIPS TO EDUCATE YOUTHPROGRAM: COMMUNITY BENEFITS GRANT PROGRAMPREMIER HEALTH'S GRANT PROGRAM SUPPORTS COMMUNITY HEALTH IMPROVEMENT AND SAFETY BY ADDRESSING ACCESS TO HEALTH SERVICES, SOCIAL DETERMINANTS, AND HEALTH DISPARITIES. GRANTS RANGE FROM $500 TO $8,000 AND PRIORITIZE PROJECTS THAT ALIGN WITH PREMIER HEALTH'S GOALS AND INVOLVE COMMUNITY ENGAGEMENT.GRANTS RANGE FROM $500 TO $8,000.FOCUS AREAS INCLUDE BEHAVIORAL HEALTH, CHRONIC DISEASE, AND HEALTH EQUITY. EMPHASIZES COMMUNITY INVOLVEMENT AND DATA-DRIVEN, EVIDENCE-BASED SOLUTIONS.OUTCOMES:IMPROVE HEALTH SERVICES, PUBLIC HEALTH, AND KNOWLEDGE.ADDRESS ROOT CAUSES LIKE POVERTY AND HOMELESSNESSPARTNERS & RESOURCES:AREA NONPROFIT COMMUNITY- BASED ORGANIZATIONS PART V, SECTION B, LINES 16 A, B, AND C: THE DIRECT WEBSITE ADDRESS WHERE A COPY OF THE FINANCIAL ASSISTANCE POLICY, THE APPLICATION, AND A PLAIN LANGUAGE SUMMARY OF THE FINANCIAL ASSISTANCE POLICY CAN BE ACCESSED IS:HTTPS://WWW.PREMIERHEALTH.COM/PATIENT-AND-VISITOR-GUIDE/PATIENT-GUIDE/COSTS-AND-INSURANCE/BILLING/FINANCIAL-ASSISTANCE PART V, SECTION B, LINE 16J: THE HOSPITAL WIDELY DISTRIBUTES INFORMATION ABOUT ITS FINANCIAL ASSISTANCE POLICY WITHIN THE AREA THAT IT SERVES. THIS INFORMATION INCLUDES THE METHOD OF APPLYING FOR AND ACCESSING FINANCIAL ASSISTANCE. NOTICES ARE PUBLICIZED IN PATIENTS' BILLS AND ARE POSTED IN THE EMERGENCY ROOM, ADMITTING AND REGISTRATION AREAS, AS WELL AS OTHER PUBLIC AREAS. THE FINANCIAL ASSISTANCE POLICY IS PUBLISHED ON THE HOSPITAL'S WEBSITE. FINANCIAL COUNSELORS, PATIENT ADVOCATES, AND CUSTOMER SERVICE REPRESENTATIVES DISCUSS THE FINANCIAL ASSISTANCE POLICY WITH ALL UNINSURED PATIENTS, AND ANY PATIENT WHO EXPRESSES FINANCIAL HARDSHIP WITH PAYING THEIR BILL. APPLICATIONS FOR FINANCIAL ASSISTANCE POLICY ARE AVAILABLE IN BOTH ENGLISH AND SPANISH. 5 1 - HYATT CENTER 450 N HYATT ST TIPP CITY OH 45371 DIAGNOSTICS AND IMAGING, SPORTS MEDICINE, PEDIATRICS, OUTPATIENT SURGERY 2 - OUTPATIENT CARE CENTER NORTH 280 LOONEY RD PIQUA OH 45356 DIAGNOSTICS AND IMAGING, REHABILITATIVE THERAPY PEDIATRICS 3 - OUTPATIENT CARE CENTER SOUTH 998 S DORSET RD TROY OH 45373 DIAGNOSTICS AND IMAGING,OCCUPATIONAL HEALTH,REHABILITATIVE THERAPY 4 - STANFIELD PLACE 31 STANFIELD RD TROY OH 45373 IMAGING, ENT, LABORATORY RHEUMATOLOGY 5 - UVMC SIDNEY CENTER 1529 FAIR RD SIDNEY OH 45365 PHYSICAL THERAPY, WOMEN'S SERVICES PART I, LINE 3C: FINANCIAL ASSISTANCE IS ONLY PROVIDED FOR CARE THAT IS DEEMED EMERGENCY CARE OR MEDICALLY NECESSARY CARE AND AFTER PATIENTS HAVE BEEN FOUND TO MEET ESTABLISHED FINANCIAL CRITERIA OUTLINED IN THE FINANCIAL ASSISTANCE POLICY. PREMIER HEALTH HOSPITALS OFFER BOTH FREE CARE AND DISCOUNTED CARE, DEPENDING ON AN INDIVIDUAL'S FAMILY SIZE AND INCOME AS A PERCENT OF THE FEDERAL POVERTY GUIDELINES. ADDITIONALLY, PREMIER HEALTH HOSPITALS MAY USE A FAMILY'S ASSETS TO DETERMINE WHETHER A PATIENT MEETS THE ELIGIBILITY CRITERIA FOR FINANCIAL ASSISTANCE. PATIENTS RECEIVING A DISCOUNT ARE EXPECTED TO PAY THEIR REMAINING BALANCE, AND MAY WORK WITH PREMIER HEALTH HOSPITALS' FINANCIAL COUNSELORS TO SET UP A PAYMENT PLAN BASED ON THEIR FINANCIAL SITUATION.IN ADDITION TO COMPLETING THE APPLICATION, INDIVIDUALS SHOULD BE PREPARED TO SUPPLY THE FOLLOWING DOCUMENTATION:A) PROOF OF INCOME FOR APPLICANT (AND SPOUSE IF APPLICABLE) SUCH AS A PAY STUB, UNEMPLOYMENT INSURANCE PAYMENT STUBS, OR SUFFICIENT INFORMATION ON HOW PATIENTS ARE CURRENTLY FINANCIALLY SUPPORTING THEMSELVES.B) BANK STATEMENTC) SOCIAL SECURITY STATEMENTD) TAX RETURN - SCHEDULE C FOR SELF-EMPLOYMENT INCOMEE) DOCUMENTATION OF THE FAMILY'S ASSETS PART I, LINE 6A: THE COMMUNITY BENEFIT REPORT FOR UPPER VALLEY MEDICAL CENTER IS PART OF THE PREMIER HEALTH (PREMIER) REPORT (EIN# 31-1446699). PART I, LINE 7: A COST TO CHARGE RATIO WAS USED TO CALCULATE THIS FINANCIAL ASSISTANCE AT COST. THIS CALCULATION TAKES TOTAL OPERATING EXPENSES LESS OTHER OPERATING REVENUES DIVIDED BY TOTAL GROSS REVENUES. UNREIMBURSED MEDICAID AND OTHER MEANS-TESTED GOVERNMENTAL PROGRAMS WERE CALCULATED USING A COST ACCOUNTING SYSTEM. THIS SYSTEM ADDRESSES ALL PATIENT SEGMENTS AND INCLUDES FULLY LOADED COSTS. FOR THE REMAINING ITEMS, THE ORGANIZATION USED SPECIFIC NUMBERS FOR EXPENSE PAID DIRECTLY FOR THESE SERVICES. PART I, LINE 7G: UPPER VALLEY MEDICAL CENTER (UPPER VALLEY) PROVIDES SUBSIDIZED EMERGENCY SERVICES BY OPERATING A 24-HOUR EMERGENCY ROOM 365 DAYS PER YEAR. THIS EMERGENCY ROOM IS OPEN TO ALL INDIVIDUALS REGARDLESS OF THEIR ABILITY TO PAY. THE HOSPITAL INCURS EXPENSES RELATED TO CALL TIME AND PHYSICIAN SUBSIDIES DUE TO THE LARGE NUMBER OF INDIGENT PATIENTS COMING THROUGH THE EMERGENCY ROOM. FOR 2024, THE AMOUNT PAID FOR CALL AND SUBSIDIES WAS $2,771,000. PART III, LINES 2 & 3: BAD DEBT EXPENSE IS INCURRED WHEN AN ACCOUNT IS TAKEN OUT OF ACCOUNTS RECEIVABLE AND TURNED OVER TO A COLLECTION AGENCY. THIS ACTION MAY OCCUR IF A PATIENT REFUSES PAYMENT ARRANGEMENTS, REFUSES TO APPLY FOR FINANCIAL ASSISTANCE, AND THERE IS NOT AN INSURANCE BALANCE BEING CONTENDED. AN ACCOUNT IS WRITTEN OFF TO BAD DEBT AFTER 130 DAYS IF AN ATTEMPT TO COLLECT FROM THE PATIENT IS MADE WITHIN OUR COLLECTION POLICY. THE COLLECTION AGENCY ATTEMPTS TO COLLECT THE ACCOUNT IN ACCORDANCE WITH ESTABLISHED GUIDELINES. COLLECTION ATTEMPTS ARE CEASED AND THE ACCOUNT RETURNED TO THE ORGANIZATION IF THE PATIENT APPLIES FOR FINANCIAL ASSISTANCE. ANY AMOUNTS COLLECTED FROM THESE ACCOUNTS ARE CREDITED BACK AGAINST BAD DEBT EXPENSE. THE ORGANIZATION RECOGNIZES THERE ARE ACCOUNTS WRITTEN OFF TO BAD DEBT THAT MAY HAVE QUALIFIED FOR CHARITY CARE IF THE PATIENT HAD PROVIDED THE NECESSARY FINANCIAL INFORMATION. TO RESOLVE THIS, THE ORGANIZATION HAS ENGAGED A THIRD-PARTY VENDOR TO ANALYZE DATA BASED ON CREDIT SCORES TO REALLOCATE SOME OF THIS EXPENSE TO CHARITY CARE. A REPRESENTATIVE SAMPLE OF THESE ACCOUNTS IS THEN SENT TO OUR THIRD-PARTY VENDOR WHO GATHERS EXTERNAL CREDIT DATA THAT PRESENTS THE ACCOUNT AS LESS THAN 100% FEDERAL POVERTY LEVEL OR NOT ENOUGH INFORMATION (TYPICALLY INDICATIVE OF INDIGENT). THESE ACCOUNTS ARE RECLASSED FROM BAD DEBT EXPENSE TO CHARITY EXPENSE ON OUR INCOME STATEMENT. ANY CREDIT SCORE THAT PRESENTS THE ACCOUNTS AS GREATER THAN 100% FEDERAL POVERTY LEVEL REMAINS IN BAD DEBT EXPENSE. DUE TO THIS PROCESS, THE ORGANIZATION HAS USED BEST EFFORTS TO NOT REPORT BAD DEBT EXPENSE FOR PATIENTS ELIGIBLE UNDER THE ORGANIZATION'S CHARITY CARE POLICY. PART III, LINE 4: THE ORGANIZATION DOES NOT HAVE A FOOTNOTE IN THE AUDITED FINANCIAL STATEMENTS WHICH DISCUSSES THIS CALCULATION. PART III, SECTION B, LINES 5, 6, AND 7: THE AMOUNTS REPORTED ON LINES 5, 6, AND 7 DO NOT INCLUDE CERTAIN MEDICARE PROGRAM REVENUES AND COSTS, AND THUS DO NOT REFLECT ALL OF THE ORGANIZATION'S REVENUES AND COSTS ASSOCIATED WITH ITS PARTICIPATION IN MEDICARE PROGRAMS. IN ADDITION TO THE AMOUNTS REPORTED ON LINE 5, 6, AND 7, THE ORGANIZATION RECEIVED REVENUE OF $37,799,000 AND INCURRED COST OF $79,442,000 FOR AN ADDITIONAL NET SHORTFALL OF $41,643,000 ASSOCIATED WITH THESE PROGRAMS. BELOW IS A RECONCILIATION OF THE AMOUNTS ASSOCIATED WITH MEDICARE PROGRAMS.ALLOWABLE MEDICARE REVENUE PER MEDICARE COST REPORT IN PART III, SECTION B $28,391,000MEDICARE REVENUE NOT REPORTED IN PART III, SECTION B $37,799,000TOTAL MEDICARE ASSOCIATED REVENUE $66,190,000ALLOWABLE MEDICARE COST PER MEDICARE COST REPORT IN PART III, SECTION B $30,243,000MEDICARE COST NOT REPORTED IN PART III, SECTION B $56,626,000TOTAL MEDICARE ASSOCIATED COST $86,869,000ALLOWABLE MEDICARE SHORTFALL IN PART III, SECTION B $1,852,000ADDITIONAL SHORTFALL NOT INCLUDED IN PART III, SECTION B $18,827,000TOTAL MEDICARE SHORTFALL $20,679,000 PART III, LINE 8: THE ORGANIZATION'S SHORTFALL SHOULD BE CONSIDERED CHARITY CARE BECAUSE IT IS PROVIDING HIGH-QUALITY CARE, IN EXCESS OF COST, TO OUR COMMUNITY RESIDENTS THAT NEED CARE. THE MEDICARE POPULATION AT THE ORGANIZATION IS IN EXCESS OF 53% OF NET PATIENT REVENUE. THE ORGANIZATION USED A COST ACCOUNTING SYSTEM TO CALCULATE THE MEDICARE ALLOWABLE COSTS. PART III, LINE 9B: THE ORGANIZATION MAKES REASONABLE EFFORTS TO DETERMINE WHETHER OR NOT AN INDIVIDUAL IS ELIGIBLE FOR ASSISTANCE UNDER THE STATE OR HOSPITAL FINANCIAL ASSISTANCE POLICY BEFORE ENGAGING IN EXTRAORDINARY COLLECTIVE ACTIONS AGAINST THAT INDIVIDUAL. PATIENTS WHO ARE KNOWN TO QUALIFY FOR FINANCIAL ASSISTANCE ARE OFFERED REASONABLE PAYMENT PLAN ARRANGEMENTS FOR ANY REMAINING BALANCES. ANY THIRD-PARTY COLLECTING SELF-PAY RECEIVABLES ON OUR BEHALF IS REQUIRED TO MAKE REASONABLE EFFORTS TO DETERMINE IF THE INDIVIDUAL MEETS THE QUALIFICATIONS OF THE STATE OR OF OUR HOSPITAL FINANCIAL ASSISTANCE PROGRAMS.REASONABLE EFFORTS INCLUDE:A. VALIDATING THAT THE PATIENT OWES THE UNPAID BILLS AND THAT ALL SOURCES OF THIRD-PARTY PAYMENT HAVE BEEN IDENTIFIED AND BILLED BY THE HOSPITAL.B. DOCUMENTING THAT THE ORGANIZATION HAS OR HAS ATTEMPTED TO OFFER THE PATIENT THE OPPORTUNITY TO APPLY FOR CHARITY CARE UNDER ITS FINANCIAL ASSISTANCE POLICY.C. DOCUMENT THAT THE PATIENT DOES NOT QUALIFY FOR FINANCIAL ASSISTANCE.D. DOCUMENT THAT THE PATIENT HAS BEEN OFFERED AND ACCEPTED TERMS FOR A PAYMENT PLAN BUT HAS NOT HONORED THE TERMS OF THAT PLAN.THE FINANCIAL COUNSELORS MEET WITH INPATIENT, OUTPATIENT, SELF-PAY, AND OTHER PATIENTS UPON REQUEST WHO MAY NEED FINANCIAL ASSISTANCE. IN ADDITION TO ASSISTING PATIENTS WHO WANT TO APPLY FOR ASSISTANCE THROUGH THE MEDICAID PROGRAM, THE FINANCIAL COUNSELOR WILL PROVIDE THE PATIENT WITH A FINANCIAL ASSISTANCE APPLICATION. PART VI, LINE 2: THE ORGANIZATION WORKS WITH THE COMMUNITY ON PROGRAMS THAT ADDRESS THE UNDERLYING CAUSES OF PERSISTENT HEALTH PROBLEMS AS PART OF A COMPREHENSIVE STRATEGY TO IMPROVE THE HEALTH STATUS AND QUALITY OF LIFE FOR IDENTIFIED MEMBERS OF THE COMMUNITY WHO ARE ECONOMICALLY DISADVANTAGED, DISENFRANCHISED AND/OR WHO HAVE DISPROPORTIONATE UNMET HEALTH NEEDS. THE ORGANIZATION STRIVES TO WORK WITH PREMIER, THE HOSPITAL BOARD OF TRUSTEES, EXECUTIVE MANAGEMENT, MANAGERS, STAFF MEMBERS, COMMUNITY GROUPS, AND INDIVIDUALS TO PROVIDE A COLLABORATIVE APPROACH TO THE GOVERNANCE AND MANAGEMENT OF COMMUNITY BENEFIT ACTIVITIES. PART VI, LINE 3: THERE ARE SEVERAL WAYS IN WHICH OUR ORGANIZATION INFORMS AND EDUCATES PATIENTS WHO MAY BE BILLED FOR SERVICES ABOUT ELIGIBILITY FOR ASSISTANCE UNDER FEDERAL, STATE, OR LOCAL GOVERNMENT PROGRAMS, OR UNDER THE HOSPITAL'S FINANCIAL ASSISTANCE POLICY. FIRST, NOTIFICATION OF SUCH AVAILABLE ASSISTANCE IS CLEARLY POSTED IN REGISTRATION AREAS, AS WELL AS MATERNITY AND EMERGENCY DEPARTMENTS. NEXT, PATIENT ADVOCATES, PATIENT ACCESS STAFF MEMBERS, AND FINANCIAL COUNSELORS IN THE INPATIENT AND EMERGENCY DEPARTMENTS MEET WITH UNINSURED AND UNDERINSURED PATIENTS, AND THOSE WITH ONLY MEDICARE COVERAGE TO DISCUSS ELIGIBILITY FOR ASSISTANCE. FINANCIAL COUNSELORS ALSO DISCUSS OPTIONS TO RESOLVE UNPAID ACCOUNT BALANCES WITH UNINSURED AND UNDERINSURED PATIENTS. THE FINANCIAL ASSISTANCE POLICY IS POSTED ON THE HOSPITAL'S WEBSITE, ALONG WITH INFORMATION ON HOW TO OBTAIN AN APPLICATION. WHEN A PATIENT RECEIVES A BILL, THE REVERSE SIDE OF THE BILL CONTAINS INFORMATION ABOUT THE STATE OF OHIO FREE CARE PROGRAM (CARE ASSURANCE) AND A FINANCIAL ASSISTANCE APPLICATION. THE BILLING STATEMENTS OFFER THE FINANCIAL ASSISTANCE OPTIONS AVAILABLE, AND THE CONTACT INFORMATION FOR ASSISTANCE. PART VI, LINE 4: UPPER VALLEY SERVES THE NORTHERN MIAMI VALLEY AREA WITH ACUTE CARE SERVICES, COMMUNITY HEALTH AND WELLNESS PROGRAMS AND MORE. UPPER VALLEY IS LOCATED IN MIAMI COUNTY, OHIO AND IS THE SOLE HOSPITAL SYSTEM OPERATING WITHIN THE COUNTY. THE POPULATION OF UPPER VALLEY'S PRIMARY SERVICE AREA IS APPROXIMATELY 112,000 PEOPLE. INCLUDING THE ADJACENT COUNTIES, WHICH ARE ALSO SERVED (SHELBY, DARKE, AND CHAMPAIGN COUNTIES), UPPER VALLEY'S TOTAL PRIMARY AND SECONDARY SERVICE AREA POPULATION APPROACHES 250,000 RESIDENTS. THE OVERALL SERVICE AREA IS CATEGORIZED AS HAVING RELATIVELY SLOW GROWTH WITH AN AGING POPULATION, CONSISTENT WITH CURRENT TRENDS THROUGHOUT OHIO. THE MEDIAN HOUSEHOLD INCOME OF MIAMI COUNTY AND THE SURROUNDING AREA IS SLIGHTLY ABOVE $61,000 PER YEAR, WITH APPROXIMATELY 13.2% OF ITS CITIZENS LIVING BELOW THE FEDERAL POVERTY LEVEL. APPROXIMATELY 53.7% OF THE HOSPITAL'S GROSS REVENUES ARE GENERATED FROM MEDICARE PATIENTS, WHILE ANOTHER 13.2% OF THE REVENUES ARE GENERATED FROM EITHER UNINSURED PATIENTS OR MEDICAID RECIPIENTS. THE JULY 2024 UNEMPLOYMENT RATE OF MIAMI COUNTY IS APPROXIMATELY 3.9%. PART VI, LINE 5: UPPER VALLEY'S MOST VISIBLE CONTRIBUTION TO THE COMMUNITY IS IN THE FORM OF PROVIDING HIGH-QUALITY INPATIENT AND OUTPATIENT CARE TO OUR PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. OUR MISSION INCLUDES CONTINUALLY STRIVING TO ENRICH THE COMMUNITY BY TRAINING AND EDUCATING FUTURE HEALTHCARE WORKERS, OFFERING HEALTH AWARENESS AND EDUCATION TO THE COMMUNITY, SUCH AS PROMOTION OF BREAST CANCER SCREENINGS, WOMEN AND INFANT HEALTH, DIABETIC WELLNESS AND DRIVER SAFETY AWARENESS FOR HIGH-SCHOOL STUDENTS. THE HOSPITAL ALSO PROVIDES RELEVANT EDUCATION FOR EMS AND PRE-HOSPITAL CARE PROVIDERS THROUGHOUT THE REGION. THE TRAINING INCLUDES LOCAL CASE REVIEWS, LECTURES, HANDS-ON SIMULATION AND PANEL DISCUSSIONS PERTAINING TO THE EDUCATION ON USE OF TOOLS, PRIORITIES OF PATIENT CARE AND OTHER CRITICAL INFORMATION. UPPER VALLEY PARTNERS WITH MANY OF THE LOCAL SCHOOLS TO PROVIDE CERTIFIED AND LICENSED ATHLETIC TRAINERS AT THEIR CAMPUSES TO AID IN INJURY PREVENTION, RECOGNITION AND TREATMENT OF SPORTS-RELATED INJURIES. THE HOSPITAL ALSO SUPPORTS THE COMMUNITY THROUGH SPONSORSHIPS AND PARTICIPATION IN LOCAL FUNDRAISING EVENTS THAT PROMOTE HEALTHY LIFESTYLE CHOICES, PREVENTATIVE CARE, CHRONIC DISEASE MANAGEMENT AND GENERAL HEALTH EDUCATION. THE HEALTH SCIENCES LIBRARY AT UPPER VALLEY IS OPEN TO THE PUBLIC DURING NORMAL BUSINESS HOURS, OR BY MAKING SPECIAL ARRANGEMENTS WITH THE LIBRARIAN. A HEALTH EDUCATION CENTER, ADJACENT TO THE LIBRARY, OFFERS EDUCATION MATERIALS TO HELP PROMOTE WELLNESS AND UNDERSTANDING ABOUT DISEASES. INFORMATION IS AVAILABLE VIA COMPUTER, VIDEOS, AND PAMPHLETS. WITHIN THE HOSPITAL, INTERPRETERS ARE OFFERED TO PATIENTS AT NO COST AS A RESULT OF INCREASED VOLUMES OF NON-ENGLISH-SPEAKING PATIENTS. UPPER VALLEY PROVIDES SPIRITUAL AND EMOTIONAL SUPPORT AND SERVICES TO PATIENTS AND THEIR FAMILY MEMBERS UTILIZING 7 TRAINED PROFESSIONAL CHAPLAINS, 24 HOURS A DAY, 7 DAYS A WEEK.THE HOSPITAL HAS AN OPEN MEDICAL STAFF, PARTICIPATES IN MEDICAID AND MEDICARE, AND HAS AN ACTIVE CHARITY CARE PROGRAM. UPPER VALLEY'S MISSION REFLECTS A COMMITMENT TO PROVIDE HIGH-QUALITY COST-EFFECTIVE HEALTH SERVICES TO THE DIVERSE COMMUNITIES THAT IT SERVES. AT THE CORE OF THE COMMITMENT IS THE BELIEF THAT IN ORDER TO MEET OUR PATIENTS' EXPECTATIONS AND TO IMPROVE TREATMENT OUTCOMES, IT IS NECESSARY FOR US TO UNDERSTAND THE PATIENT'S FRAME OF REFERENCE. A DIVERSE WORKFORCE ALLOWS US TO DRAW UPON THE RICHNESS OF OUR HUMAN RESOURCES, CREATE A POSITIVE WORK ENVIRONMENT, AND MEET THE EXPECTATIONS OF THOSE WE SERVE. UPPER VALLEY'S COMMITMENT TO DIVERSITY IS ACCOMPLISHED BY:* TAKING A LEADERSHIP ROLE IN CREATING AND SUSTAINING AN ORGANIZATIONAL ENVIRONMENT THAT ACTIVELY SUPPORTS DIVERSITY,* POSITIONING DIVERSITY AS A LONG-TERM COMPREHENSIVE ORGANIZATIONAL STRATEGY,* ESTABLISHING AND SUPPORTING RELATIONSHIPS WITH MINORITY AND DIVERSITY FOCUSED ORGANIZATIONS AND* PROVIDING EMPLOYMENT AND EDUCATION OPPORTUNITIES FOR INDIVIDUALS WITH SIGNIFICANT DISABILITIES. PART VI, LINE 6: PREMIER HEALTH (PREMIER) IS THE SOLE MEMBER OF UPPER VALLEY MEDICAL CENTER, TWO OTHER HOSPITAL ENTITIES (FIVE TOTAL LOCATIONS), AND SEVERAL OTHER HEALTH CARE SERVICE SUBSIDIARIES. PREMIER HAS THE AUTHORITY TO OPERATE EACH HOSPITAL WITH RESPECT TO MATTERS SUCH AS BUDGETING, STRATEGIC PLANNING, MANAGED CARE CONTRACTING, EMPLOYEE COMPENSATION, TRANSFER/SALE OF MATERIAL ASSETS, ETC. AS AN INTEGRATED HEALTHCARE SYSTEM, PREMIER PROVIDES A CONTINUUM OF CARE FOR THE RESIDENTS OF SOUTHWEST OHIO. AS A SYSTEM, PREMIER IS A COMMUNITY LEADER IN SUPPORTING VARIOUS COMMUNITY BENEFIT PROGRAMS THAT ALIGN WITH ITS CURRENT CHNA. RESOURCES ARE LEVERAGED IN EACH ENTITY WITHIN THE PREMIER SYSTEM TO SUPPORT THESE PROGRAMS IDENTIFIED AT THE PREMIER SYSTEM LEVEL. THE POLICIES FOR BAD DEBT AND CHARITY COLLECTIONS ARE ESTABLISHED BY PREMIER. PART VI, LINE 7: OHIO 1 EDISON COMMUNITY COLLEGE 1973 EDISON DR PIQUA OH 45356 310836468 GOVERNMENT 3000090 0 SUPPORT PIQUA AREA CHAMBER OF COMMERCE 326 N MAIN ST PIQUA OH 45356 310503607 501(C)(6) 2000150 0 SUPPORT TROY CHRISTIAN ATHLETIC BOOSTERS 700 S DORSET RD TROY OH 45373 812588393 501(C)(3) 500000 0 SUPPORT TROY FOUNDATION 216 W FRANKLIN ST TROY OH 45373 316018703 501(C)(3) 500000 0 SUPPORT THE VILLAGE OF COVINGTON PO BOX 156 COVINGTON OH 45318 316001039 GOVERNMENT 326250 0 SUPPORT CITY OF TIPP CITY 260 S GARBER DR TIPP CITY OH 45371 310792424 GOVERNMENT 222213 0 SUPPORT SAMARITAN BEHAVIORAL HEALTH 110 N MAIN ST 200 DAYTON OH 45402 020633634 501(C)(3) 171250 0 SUPPORT MIAMI COUNTY DENTAL CLINIC 1364 W MAIN ST TROY OH 45373 204901192 501(C)(3) 166700 0 SUPPORT HEALTH PARTNERS FREE CLINIC 1300 N CO RD 25A TROY OH 45373 311596731 501(C)(3) 150135 0 SUPPORT TROY MIAMI COUNTY PUBLIC LIBRARY 419 W MAIN TROY OH 45373 316000630 501(C)(3) 128500 0 SUPPORT LINCOLN COMMUNITY CENTER 110 ASH ST TROY OH 45373 310584315 501(C)(3) 115685 0 SUPPORT TCN BEHAVIORAL HEALTH SERVICES INC 452 W MARKET ST XENIA OH 45385 311305635 501(C)(3) 92000 0 SUPPORT MIAMI COUNTY HEALTH DISTRICT 510 W WATER ST 130 TROY OH 45373 316000055 GOVERNMENT 89349 0 SUPPORT THE ARBOGAST PERFORMING ART CENTER 500 S DORSET RD TROY OH 45373 830889260 501(C)(3) 87545 0 SUPPORT MIAMI VALLEY HOSPITAL 110 N MAIN ST 200 DAYTON OH 45402 310537504 501(C)(3) 67953 0 SUPPORT PREMIER COMMUNITY HEALTH 110 N MAIN ST 200 DAYTON OH 45402 311122883 501(C)(3) 37745 0 SUPPORT TROY DEVELOPMENT COUNCIL 405 SW PUBLIC SQ 330 TROY OH 45373 311736034 501(C)(3) 15000 0 SUPPORT VILLAGE OF WEST MILTON 701 S MAIN ST WEST MILTON OH 45383 316001093 GOVERNMENT 14000 0 SUPPORT REACH OUT MONTGOMERY COUNTY 25 E FORAKER ST DAYTON OH 45409 311434282 501(C)(3) 11813 0 SUPPORT LEADINGAGE OHIO 855 S WALL ST COLUMBUS OH 43206 264371469 501(C)(6) 10000 0 SUPPORT AMERICAN LEGION POST 184 301 W WATER ST PIQUA OH 45356 310513602 501(C)(19) 9907 0 SUPPORT HOSPICE OF MIAMI COUNTY 3230 N CO RD 25A TROY OH 45373 311031277 501(C)(3) 7545 0 SUPPORT ST PATRICK SOUP KITCHEN 419 E MAIN ST TROY OH 45373 300391714 501(C)(3) 6535 0 SUPPORT NEW PATH INC 7695 S CO RD 25A TIPP CITY OH 45371 311710997 501(C)(3) 6485 0 SUPPORT SALVATION ARMY 1711 S UNIV BLVD MIDDLETOWN OH 45402 580660607 501(C)(3) 6460 0 SUPPORT BETHANY CENTER 339 SOUTH ST PIQUA OH 45356 311709232 501(C)(3) 6170 0 SUPPORT NEEDY BASKET SOUTHERN MIAMI COUNTY INC PO BOX 131 PIQUA OH 45356 310850373 501(C)(3) 6035 0 SUPPORT FIRST PLACE FOOD PANTRY INC 330 S 5TH ST TIPP CITY OH 45371 311190924 501(C)(3) 6035 0 SUPPORT MEALS ON WHEELS OF PIQUA 7210 LINCOLN AVE TROY OH 45373 470994740 501(C)(3) 6035 0 SUPPORT MIAMI VALLEY HOSPITAL FOUNDATION 110 N MAIN ST 200 DAYTON OH 45402 311040231 501(C)(3) 5783 0 SUPPORT 27 3 PART I, LINE 2: 1) DISBURSEMENTS ARE ANALYZED MONTHLY THROUGH VARIOUS REPORTS AND COMMITTEE MEETINGS. 2) INVOICES ARE RECEIVED IN ACCOUNTS PAYABLE AND APPROVED AND DISBURSED PER ORGANIZATIONAL POLICY. 3) GRANT SPENDING IS MONITORED AGAINST BUDGETED AMOUNTS ON AN ONGOING BASIS. 1 1 0 0 0 0 0 0 0 MICHAEL C RIORDAN PREMIER PRES & CEO 0 1375311 0 25000 0 143089 0 10954 0 25395 0 1579749 0 0 KEITH D BRICKING MD EVP & CHIEF CLINICAL OFFICER 0 705465 0 437442 0 25585 0 32340 0 35135 0 1235967 0 0 KEVIN W HARLAN PRESIDENT 0 514770 0 240926 0 79074 0 11274 0 9673 0 855717 0 0 MARY M CLANCY CHIEF DIGITAL & INFORMATION OFFICER 0 488227 0 228389 0 13579 0 24309 0 34553 0 789057 0 0 GEOFFREY P WALKER FORMER KEY EMPLOYEE 0 301836 0 233995 0 203676 0 20971 0 13541 0 774019 0 0 ROBERT M KOHUT MD TRUSTEE 0 673483 0 19265 0 20022 0 10971 0 4477 0 728218 0 0 FAYEZ D ABBOUD MD FORMER TRUSTEE & OFFICER 0 573282 0 88295 0 31250 0 12311 0 22223 0 727361 0 0 ELAINE LAINIE M DEAN FORMER KEY EMPLOYEE 0 299150 0 206389 0 153441 0 31363 0 12390 0 702733 0 0 J MICHAEL SIMS SYS VP & CORPORATE CONTROLLER 0 407084 0 165482 0 62858 0 23409 0 27587 0 686420 0 0 LISA M GOSSETT VP NURSING/CNO/PATIENT EXP-PH 0 417540 0 192965 0 4128 0 20707 0 15618 0 650958 0 0 CARA W POWERS CHIEF LEGAL OFFICER 0 447726 0 138596 0 2388 0 24120 0 27702 0 640532 0 0 LAKMALI C RANATHUNGA TRUSTEE & CMO 438915 0 109023 0 1175 0 14148 0 13671 0 576932 0 0 0 TRISHA L WACKLER TRUSTEEE & CNO 284539 0 122489 0 23177 0 16796 0 15929 0 462930 0 0 0 AMANDA K ADKINS-RICCI SYSTEM VP REVENUE CYCLE 0 281216 0 111699 0 616 0 16317 0 9249 0 419097 0 0 BILLIE L LUCENTE-BAKER FORMER KEY EMPLOYEE 0 256251 0 113026 0 1549 0 22822 0 13419 0 407067 0 0 JIGAR PATEL MD TRUSTEE 0 327314 0 41800 0 825 0 9564 0 23012 0 402515 0 0 MARC R BELCASTRO MD FORMER KEY EMPLOYEE 0 0 0 0 0 361466 0 0 0 11044 0 372510 0 0 GARY G GINTER FORMER KEY EMPLOYEE 0 0 0 0 0 232887 0 0 0 10065 0 242952 0 0 DUANNA R OSTING PRES/EXEC DIR-UVMC FOUNDATION 155429 0 55075 0 1426 0 7024 0 19524 0 238478 0 0 0 DENISE R HERKINS DIR-NURSING-SURGERY/TELE-UVMC 158946 0 48366 0 761 0 12149 0 16152 0 236374 0 0 0 TERESA A GULKER DIR NRS-WMS SRVC-BEH HLTH-UVMC 162380 0 48366 0 2184 0 14790 0 8640 0 236360 0 0 0 RYAN E MCELDOWNEY CLINICAL STAFF PHARMACIST I 197385 0 0 0 653 0 12735 0 23369 0 234142 0 0 0 MIKI L GILLESPIE RESP THERP III - REG 192964 0 0 0 179 0 6240 0 25621 0 225004 0 0 0 DIANNE RUHENKAMP BOARD TREASURER 135603 0 41375 0 1197 0 10729 0 17721 0 206625 0 0 0 ELIZABETH D WILFONG BOARD SECRETARY 0 174677 0 12500 0 325 0 707 0 902 0 189111 0 0 PART I, LINE 3 COMPENSATION FOR UPPER VALLEY'S CEO IS REVIEWED AND APPROVED BY PREMIER, WITH WHICH UPPER VALLEY IS AN AFFILIATE. SEE EXPLANATION ON SCHEDULE O FOR FORM 990, PART VI, SECTION B, LINE 15. PART I, LINE 4A: THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE: MARC BELCASTRO, DO. $324,324; ELAINE DEAN $131,034; GARY GINTER $219,618. PART I, LINE 4B: DUE TO RESTRICTIONS IMPOSED BY THE INTERNAL REVENUE CODE, CERTAIN PERSONS ARE LIMITED IN THE AMOUNT OF BENEFIT THAT CAN BE EARNED UNDER A QUALIFIED RETIREMENT PLAN. LIKE MANY EMPLOYERS, UPPER VALLEY MEDICAL CENTER (UPPER VALLEY) AND ITS AFFILIATED ORGANIZATIONS COMPENSATE FOR THIS LIMITATION AND SUPPLEMENT THE AFFECTED EXECUTIVES' QUALIFIED PENSION THROUGH CERTAIN NONQUALIFIED PLANS. UPPER VALLEY SUPPLEMENTS THE AFFECTED EXECUTIVES THROUGH A PENSION RESTORATION PLAN OR A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). THE BENEFITS UNDER THESE SUPPLEMENTAL NONQUALIFIED PLANS ARE SUBJECT TO MULTI-YEAR VESTING AND A PARTICIPANT CAN FORFEIT BENEFITS EARNED IF VESTING REQUIREMENTS ARE NOT SATISFIED. UNDER THE TERMS OF THE SUPPLEMENTAL PLANS, AND BECAUSE OF TAX RULES PERTAINING TO TAXATION OF THE EARNED BENEFITS UPON VESTING, CERTAIN INDIVIDUALS RECEIVED A PAYOUT OF THE CUMULATIVE VESTED BENEFITS UNDER THEIR SUPPLEMENTAL PLAN DURING 2024. THE INDIVIDUALS LISTED BELOW HAVE MET THE MULTI-YEAR VESTING REQUIREMENT UNDER THE PENSION RESTORATION PLAN RECEIVED THE ASSOCIATED PAYMENT IN 2024: MARY CLANCY $8,646; J. MICHAEL SIMS $56,017; GEOFFREY WALKER $194,485. THE INDIVIDUALS LISTED BELOW HAVE MET THE MULTI-YEAR VESTING REQUIREMENT UNDER THE SERP AND RECEIVED THE ASSOCIATED PLAN PAYMENT 2024: MARC BELCASTRO, M.D. $41,167; GARY GINTER $15,527; KEVIN HARLAN $47,900; MICHAEL RIORDAN $93,572. IN ADDITION, THE FOLLOWING SERP AMOUNTS WERE DEFERRED ON THE PARTICIPANTS' BEHALF DURING THE YEAR AND WILL BE HELD UNTIL THE INCREMENTAL AMOUNTS ARE VESTED: KEITH BRICKING, M.D. $21,279; ELAINE DEAN $18,136; LISA GOSSETT $9,078; SCOTT KANAGY, M.D. $19,629; BILLIE LUCENTE-BAKER $711; CARA POWERS $7,753; TRISHA WACKLER $2,960. BASED ON THE GUIDANCE PROVIDED IN THE INSTRUCTIONS TO THE FORM 990, ANY PAYMENTS TO THE PARTICIPANTS RELATED TO THESE PLANS THAT WERE MADE WITHIN 2-1/2 MONTHS AFTER THE END OF THE ORGANIZATION'S TAX YEAR ARE AMOUNTS ARE PROPERLY REPORTED AS COMPENSATION FOR FORM 990 PURPOSES NOT TREATED AS DEFERRED COMPENSATION FOR PURPOSES OF SCHEDULE J. SUCH WHEN INCLUDED IN THE PARTICIPANTS' FORM W-2 WAGES. A COUNTY OF MONTGOMERY OHIO 316000172 613520LO6 2019-09-24 24859875 REFUND SERIES 2016B BONDS 0 0 0 A 509958 24859875 228930 24630944 2019 1 0 1 1 A 0 1 0 0 0.00070 0.00070 0 0 1 A 0 0 0 1 0 0 0 0 1 A 1 NOTE A PART I, LINE A, COLUMN E: ISSUE PRICE IS NOT IDENTICAL TO THE ISSUE PRICE LISTED ON FORM 8038 DUE TO THE SERIES 2019A BONDS' PROCEEDS BEING SPLIT BETWEEN UPPER VALLEY MEDICAL CENTER, ATRIUM MEDICAL CENTER AND MIAMI VALLEY HOSPITAL. NOTE B PART IV, LINE 2C: COMPUTATION DATE IS 10/15/2024 SHARON POEPPELMAN SIBLING TO DIANNE RUHENKAMP, OFFICER 72592 EMPLOYMENT 0 KURT POEPPELMAN BROTHER IN LAW TO DIANNE RUHENKAMP, OFFICER 109244 EMPLOYMENT 0 X 4885 FMV X MEDICAL EQUIP 18 841467 FMV X EMPLOYEE FOOD 5 30750 FMV 0 0 1 0 FORM 990, PART III, LINE 3 THE HOSPITAL'S LABOR AND DELIVERY SERVICES CEASED OPERATIONS ON FEBRUARY 29, 2024. WHILE THE DECISION TO CLOSE THE HOSPITAL'S LABOR AND DELIVERY UNITY WAS NOT EASY, THERE WERE FACTORS THAT MADE IT NECESSARY. UPPER VALLEY MEDICAL CENTER AND PREMIER HEALTH REMAIN COMMITTED TO PROVIDING MEANINGFUL WOMEN'S SERVICES TO AREA PATIENTS: * AN OFFICE IN PIQUA WILL PROVIDE BOTH PRENATAL AND POST-NATAL CARE. * GYNECOLOGICAL SURGERY WILL CONTINUE TO BE PERFORMED AT THE HOSPITAL. * THE HOSPITAL OPENED ITS NEW WOMEN'S IMAGING CENTER IN MARCH 2024. FORM 990, PART VI, SECTION A, LINE 3 PREMIER HEALTH (PREMIER) AS THE OPERATOR OF UPPER VALLEY MEDICAL CENTER (UPPER VALLEY), DEVELOPS AND OVERSEES THE IMPLEMENTATION OF THE STRATEGIC PLAN FOR UPPER VALLEY, WHICH INCLUDES (BUT IS NOT LIMITED TO) SUCH MATTERS AS LOCATION OF CLINICAL AND ADMINISTRATIVE EXPENSES AND THE CONSOLIDATION OF SUCH SERVICES. UPPER VALLEY SHALL COMPLY WITH AND IMPLEMENT THIS PLAN AND SHALL NOT TAKE ANY ACTION THAT MATERIALLY DEPARTS FROM THIS PLAN WITHOUT PREMIER'S APPROVAL. UPPER VALLEY SHALL IMPLEMENT ANY CAPITAL AND OPERATING BUDGET SO APPROVED AND/OR REVISED FOR IT BY PREMIER. UPPER VALLEY SHALL IMPLEMENT THE BUSINESS PLAN APPROVED BY PREMIER. PREMIER IS THE SOLE AGENT TO NEGOTIATE ALL RELATIONSHIPS WITH PAYORS ON BEHALF OF UPPER VALLEY WITH ALL THIRD-PARTY PAYORS AND ALTERNATIVE DELIVERY SYSTEMS INCLUDING, BUT NOT LIMITED TO INSURERS. UPPER VALLEY MUST HAVE APPROVAL FROM PREMIER TO BORROW IN ANY FISCAL YEAR, GUARANTEE IN ANY YEAR, OR INCUR ANY LIEN OR OTHER ENCUMBRANCE ON ANY PROPERTY IN AN AMOUNT EQUAL TO OR GREATER THAN $1,000,000. UPPER VALLEY MUST SEEK PREMIER'S APPROVAL FOR ANY ACQUISITIONS, SALE OR TRANSFER OF ANY MATERIAL ASSET USED IN UPPER VALLEY'S ACTIVITIES. FORM 990, PART VI, SECTION A, LINE 6 UPPER VALLEY HAS ONE CORPORATE MEMBER; PREMIER, AN OHIO NON-PROFIT CORPORATION FORM 990, PART VI, SECTION A, LINE 7A PREMIER HAS THE SOLE AUTHORITY TO ELECT THE BOARD OF TRUSTEES FOR UPPER VALLEY. PREMIER HAS THE AUTHORITY TO REMOVE SUCH TRUSTEES AT ANY REGULAR OR SPECIAL MEETING OR BY WRITTEN CONSENT. FORM 990, PART VI, SECTION A, LINE 7B SEE EXPLANATION FOR LINE 7A. FORM 990, PART VI, SECTION B, LINE 11B THIS 990 FILING RETURN AND ATTACHED SCHEDULES (THE RETURN) ARE PREPARED BY A STAFF MEMBER IN THE PREMIER TAX DEPARTMENT, OF WHICH UPPER VALLEY IS AN AFFILIATE. THE RETURN IS REVIEWED BY THE MANAGER AND DIRECTOR OF TAX COMPLIANCE OF PREMIER. AFTER ALL CHANGES FROM THE ABOVE PERSONS ARE MADE, THE RETURN IS REVIEWED BY THE VICE-PRESIDENT/CONTROLLER OF PREMIER. A FINAL VERSION OF THE RETURN IS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW. AT A BOARD OF TRUSTEES MEETING, THE VICE PRESIDENT/CONTROLLER OF PREMIER (OR DESIGNEE) SHARES DETAILED INFORMATION ON COMPENSATION AND OTHER KEY AREAS, AS WELL AS ADDRESSES ANY QUESTIONS FROM THE BOARD OF TRUSTEES, PENDING THEIR REVIEW. THE 990 FILING IS ALSO SHARED WITH THE AUDIT COMMITTEE OF PREMIER. FORM 990, PART VI, SECTION B, LINE 12C PREMIER, WITH WHICH UPPER VALLEY IS AN AFFILIATE, REQUIRES ALL BOARD MEMBERS, BOARD COMMITTEE MEMBERS, MEDICAL DIRECTORS, SUPPLY CHAIN DIVISION MEMBERS, AUTHORIZED SIGNERS, DIRECTORS, EXECUTIVES, MEDICAL EXECUTIVE COMMITTEE MEMBERS, MEDICAL DEPARTMENT AND SECTION CHAIRS, PHYSICIAN PARTNERSHIP COMMITTEE MEMBERS, PHYSICIAN GUIDANCE GROUP MEMBERS, AND ALL EMPLOYED PHYSICIANS TO ANNUALLY REVIEW THE PREMIER COMPREHENSIVE CONFLICT OF INTEREST STATEMENT, AN EXPLANATORY MEMORANDUM, THE ANTITRUST COMPLIANCE POLICY, AND COMPLETE AN INDIVIDUAL QUESTIONNAIRE DISCLOSING ANY POTENTIAL CONFLICTS AS DEFINED IN THE CONFLICT OF INTEREST POLICY. THIS IS ACCOMPLISHED EITHER BY WAY OF AN ELECTRONIC COMMUNICATION SENT OUT DIRECTLY BY THE CORPORATE COMPLIANCE DEPARTMENT OR BY WAY OF A MEMO SENT OUT FROM THE CHAIRMAN OF THE BOARD AND CHIEF EXECUTIVE OFFICER OF PREMIER. IT ALSO INCLUDES AN EXPLANATORY MEMORANDUM OF SPECIFIC ACTIVITIES THAT MIGHT GIVE CAUSE TO A CONFLICT AND AN INDIVIDUAL QUESTIONNAIRE TO DISCLOSE ALL SUCH ACTIVITIES. THIS QUESTIONNAIRE MUST BE COMPLETED AND SIGNED BY THE INDIVIDUAL. THIS CORRESPONDENCE INCLUDES A COPY OF THE ANTITRUST COMPLIANCE POLICY THAT MUST BE SIGNED BY THE INDIVIDUAL. ALL OF THESE DOCUMENTS ARE SENT TO THE CORPORATE COMPLIANCE DEPARTMENT. THE CORPORATE COMPLIANCE DEPARTMENT ENSURES ALL FORMS ARE RETURNED AND RETAINS THE DOCUMENTS FOR FIVE YEARS. IN ADDITION, AT EACH MEETING OF THE BOARD OR ANY BOARD COMMITTEE, FOLLOWING APPROVAL OF THE PREVIOUS MEETING'S MINUTES, THE BOARD OR COMMITTEE CHAIR SHALL REQUEST ANY BOARD MEMBER WHO PERCEIVES A POTENTIAL CONFLICT OF INTEREST ON ANY OF THE MEETING'S AGENDA ITEMS TO DISCLOSE THE POTENTIAL CONFLICT. ADDITIONALLY, AT ANY BOARD OR BOARD COMMITTEE MEETING WHERE THE SUBJECT OF CONFLICT OF INTEREST IS DISCUSSED, THE MINUTES SHALL CONTAIN THE NAME OF THE PARTY DISCUSSING A POTENTIAL CONFLICT OF INTEREST, THE NATURE OF THE POTENTIAL CONFLICT OF INTEREST AND WHETHER A CONFLICT OF INTEREST WAS FOUND TO EXIST. IF A CONFLICT OF INTEREST IS DETERMINED BY THE BOARD TO EXIST, THE MEMBER WILL BE EXCUSED FROM PARTICIPATING IN ANY DISCUSSION OR VOTING ON THE PARTICULAR AGENDA ITEM. THE CHIEF COMPLIANCE AND ENTERPRISE RISK OFFICER REPORTS THE RESULTS OF THE PREMIER CONFLICT OF INTEREST QUESTIONNAIRES NO LESS THAN ANNUALLY TO THE BOARD OF TRUSTEES BY WAY OF THE COMPLIANCE AND AUDIT COMMITTEE. THIS REVIEW IS DOCUMENTED IN THE MINUTES OF THE MEETING. PERIODICALLY, THE INTERNAL AUDIT DEPARTMENT WILL REVIEW A SAMPLE OF COMPLETED CONFLICT OF INTEREST QUESTIONNAIRES AND REPORT THE RESULTS TO THE COMPLIANCE AND AUDIT COMMITTEE. THE ANNUAL CONFLICT OF INTEREST QUESTIONNAIRES ARE INDIVIDUALLY SUMMARIZED IN A DOCUMENT AND SENT ELECTRONICALLY TO THE FINANCE DEPARTMENT FOR ANY NECESSARY DISCLOSURES REQUIRED ON THE 990 FILING. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR UPPER VALLEY'S CEO IS REVIEWED AND APPROVED BY PREMIER, WITH WHICH UPPER VALLEY IS AN AFFILIATE, ON AN ANNUAL BASIS. THE REVIEW PROCESS PERFORMED BY PREMIER FOLLOWS A MARKET BASED COMPENSATION PHILOSOPHY DESIGNED TO ATTRACT AND RETAIN THE EXECUTIVE TALENT REQUIRED TO MEET THE HIGH-PERFORMANCE STANDARDS OF OUR BOARD AND OUR COMMUNITY. PREMIER ANNUALLY REVIEWS EXECUTIVE COMPENSATION SURVEY DATA FOR A REGIONAL AND NATIONAL PEER GROUP OF SYSTEMS AND HOSPITALS THAT ARE SIMILAR IN SIZE AND COMPLEXITY TO PREMIER AND ITS AFFILIATES. THE DATA FOR THE SURVEY IS PROVIDED BY A THIRD-PARTY CONSULTANT GROUP THAT IS INDEPENDENT OF PREMIER. THIS REPORT INCLUDES COMPARABILITY DATA FOR KEY EXECUTIVES, VICE PRESIDENTS, AND DIRECTOR LEVEL POSITIONS. THE INDEPENDENT COMPARABILITY DATA IS REVIEWED BY THE EXECUTIVE COMPENSATION COMMITTEE ON AN ANNUAL BASIS. THIS COMMITTEE CONTAINS THREE MEMBERS, ALL OF WHOM ARE INDEPENDENT. THIS COMMITTEE REVIEWS IN DETAIL THE COMPENSATION FOR THE PREMIER CEO, COO, CFO, CCO AND OTHER TOP EXECUTIVES. OTHER POSITIONS ARE REVIEWED AT A HIGH LEVEL FOR REASONABLENESS. ALL THE MEETING MINUTES ARE DOCUMENTED AND KEPT ON FILE ALONG WITH ANY COMPARABILITY DATA AND THE CONSULTANT REPORT. AFTER THE COMPENSATION COMMITTEE REVIEWS AND APPROVES THE COMPENSATION ACTIONS, THE PROCESS IS AUDITED BY THE INTERNAL AUDIT DEPARTMENT. THE EXECUTIVE COMPENSATION COMMITTEE PRESENTS THE COMPENSATION ACTIONS TO THE PREMIER BOARD ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC WHEN REQUIRED BY LAW OR FOR ACCREDITATION PURPOSES. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 16,048,026. MANAGEMENT AND GENERAL EXPENSES 413,883. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,461,909. PHYSICIAN FEES: PROGRAM SERVICE EXPENSES 8,895,555. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,895,555. CHI C/E DIRECT CHARGE: PROGRAM SERVICE EXPENSES 1,951,018. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,951,018. PURCHASED LABOR: PROGRAM SERVICE EXPENSES 1,907,870. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,907,870. COLLECTION FEES: PROGRAM SERVICE EXPENSES 824,343. MANAGEMENT AND GENERAL EXPENSES 13,790. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 838,133. PROF/CONSULTING FEES: PROGRAM SERVICE EXPENSES 63,572. MANAGEMENT AND GENERAL EXPENSES 291,101. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 354,673. FORM 990, PART XI, LINE 9: EQUITY TRANSFERS WITH AFFILIATES 151,394,656. GAIN ON SALE-RELATED ENTITY 30,198,894. PENSION ADJUSTMENT 9,847,422. PREMIER HEALTH 110 MAIN STREET SUITE 200 DAYTON OH 45402 311446699 PARENT OH 501 (C) (3) 12B N/A 0 MEDAMERICA HEALTH SYSTEMS CO 110 MAIN STREET SUITE 200 DAYTON OH 45402 311040228 SUPPORT ORG OH 501 (C) (3) 12B N/A 0 MIAMI VALLEY HOSPITAL 110 MAIN STREET SUITE 200 DAYTON OH 45402 310537504 HOSPITAL OH 501 (C) (3) 3 PREMIER HEALTH 0 MIAMI VALLEY HOSPITAL FOUNDATION 110 MAIN STREET SUITE 200 DAYTON OH 45402 311040231 FOUNDATION OH 501 (C) (3) 7 PREMIER HEALTH 0 FIDELITY HEALTH CARE INC 110 MAIN STREET SUITE 200 DAYTON OH 45402 311075381 HOME HEALTH OH 501 (C) (3) 10 PREMIER HEALTH 0 PREMIER COMMUNITY HEALTH 110 MAIN STREET SUITE 200 DAYTON OH 45402 311122883 HEALTH EDUCATION OH 501 (C) (3) 10 FIDELITY HEALTH CARE 0 GOOD SAMARITAN FOUNDATION - DAYTON 110 MAIN STREET SUITE 200 DAYTON OH 45402 237296923 FOUNDATION OH 501 (C) (3) 7 PREMIER HEALTH 0 ATRIUM HEALTH SYSTEM 110 MAIN STREET SUITE 200 DAYTON OH 45402 310537492 SUPPORT ORG OH 501 (C) (3) 12B N/A 0 ATRIUM MEDICAL CENTER 110 MAIN STREET SUITE 200 DAYTON OH 45402 311079309 HOSPITAL OH 501 (C) (3) 3 PREMIER HEALTH 0 UVMC 110 MAIN STREET SUITE 200 DAYTON OH 45402 341850683 SUPPORT ORG OH 501 (C) (3) 12B N/A 0 UPPER VALLEY PROFESSIONAL CORP 110 MAIN STREET SUITE 200 DAYTON OH 45402 311400963 HEALTH CARE OH 501 (C) (3) 10 PREMIER HEALTH HOLDING CO 0 UVPC SPECIALISTS 110 MAIN STREET SUITE 200 DAYTON OH 45402 203687536 HEALTH CARE OH 501 (C) (3) 10 PREMIER HEALTH HOLDING CO 0 UVMC NURSING CARE INC 110 MAIN STREET SUITE 200 DAYTON OH 45402 311224064 NURSING HOME OH 501 (C) (3) 10 PREMIER HEALTH 0 COMPUNET CLINICAL LABORATORIES LLC 110 MAIN STREET SUITE 200 DAYTON OH 45402 311258010 LAB OH 501 (C) (3) 12B PREMIER HEALTH 0 SAMARITAN BEHAVIORAL HEALTH INC 110 MAIN STREET SUITE 200 DAYTON OH 45402 020633634 BEHAVIORAL HEALTH OH 501 (C) (3) 7 PREMIER HEALTH 0 SWEITZER STREET LLC 110 MAIN STREET SUITE 200 DAYTON OH 45402 454700417 REAL ESTATE OH MVHE INC EXCLUDED 0 0 SWEITZER MOB LLC 110 MAIN STREET SUITE 200 DAYTON OH 45402 474554657 REAL ESTATE OH MVHE INC EXCLUDED 0 0 MVHE INC 110 MAIN STREET SUITE 200 DAYTON OH 45402 311185270 PHYSICIAN SVCS OH PREMIER HEALTH HOLDING CO C 0 PREMIER HEALTH SPECIALISTS 110 MAIN STREET SUITE 200 DAYTON OH 45402 061744704 PHYSICIAN SVCS OH PREMIER HEALTH HOLDING CO C 0 SAMARITAN FAMILY CARE 110 MAIN STREET SUITE 200 DAYTON OH 45402 311299450 PHYSICIAN SVCS OH PREMIER HEALTH HOLDING CO C 0 AFTER HOURS FAMILY CARE 110 MAIN STREET SUITE 200 DAYTON OH 45402 311269483 HEALTH CARE OH UPPER VALLEY PROFESSIONAL CORP C 0 UVMC MANAGEMENT CORP 110 MAIN STREET SUITE 200 DAYTON OH 45402 311360489 MANAGEMENT COMPANY OH PREMIER HEALTH C 0 PREMIER HEALTH URGENT CARE INC 110 MAIN STREET SUITE 200 DAYTON OH 45402 822079409 URGENT CARE OH PREMIER HEALTH HOLDING CO C 0 PREMIER HEALTH PLAN INC 110 MAIN STREET SUITE 200 DAYTON OH 45402 463024049 HEALTH INSURANCE OH PREMIER HEALTH INSURING CO C 0 GOOD SAMARITAN HOSPITAL 110 MAIN STREET SUITE 200 DAYTON OH 45402 310536981 HOSPITAL OH PREMIER HEALTH C 0 PREMIER HEALTH INT'L INSURANCE BUTTERFIELD BANK BLDG 6TH FLR 65 HAMILTON BD HM12 980548485 INSURANCE BD PREMIER HEALTH C 0 PREMIER HEALTH ACO OF OHIO 110 MAIN STREET SUITE 200 DAYTON OH 45402 474049773 MEDICARE ACO OH PREMIER HEALTH C 0 PREMIER HEALTH HOLDING CO 110 MAIN STREET SUITE 200 DAYTON OH 45402 812419110 HOLDING CO OH PREMIER HEALTH C 0 PREMIER HEALTH INSURING CO 110 MAIN STREET SUITE 200 DAYTON OH 45402 464766841 HEALTH INSURANCE OH PREMIER HEALTH C 0 0 1 1 0 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1