2025-11-13T14:18:57-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 121 WEST BRIDGE STREET OWATONNA MN 55060 990 2024-01-01 810221486 ST LUKE COMMUNITY HOSPITAL STLU 4066764441 107 6TH AVE SW RONAN MT 598642634 JOEL ONSAGER CFO 4066764441 2025-11-11 1 0 JUSTIN HARTERT P02236744 5074467100 2025-11-11 2024 2025-03-06 01:10:19Z ST LUKE COMMUNITY HEALTHCARE STEVE TODD 107 6TH AVE SW RONAN MT 598642634 54861224 0 X WWW.STLUKEHEALTHCARE.ORG X 1953 MT THE MISSION OF ST. LUKE COMMUNITY HEALTHCARE IS TO REMAIN AN INTEGRAL COMPONENT OF THE COMMUNITIES OF THE MISSION VALLEY THROUGH THE DELIVERY OF PERSONAL, COMPASSIONATE, QUALITY HEALTH CARE IN A DIGNIFIED MANNER THAT VALUES OUR PATIENTS, CLIENTS AND RESIDENTS WHO ARE THE VERY REASON FOR OUR EXISTENCE. 10 7 519 24 0 0 922013 1322082 51232487 49876896 702801 3636296 50432 25950 52907733 54861224 0 0 0 0 32087571 32765075 0 0 39252 16676279 16849110 48763850 49614185 4143883 5247039 106329485 115256386 15753467 16808237 90576018 98448149 X THE MISSION OF ST. LUKE COMMUNITY HEALTHCARE IS TO REMAIN AN INTEGRAL COMPONENT OF THE COMMUNITIES OF THE MISSION VALLEY THROUGH THE DELIVERY OF PERSONAL, COMPASSIONATE, QUALITY HEALTH CARE IN A DIGNIFIED MANNER THAT VALUES OUR PATIENTS, CLIENTS AND RESIDENTS WHO ARE THE VERY REASON FOR OUR EXISTENCE. 0 0 25076366 0 39339992 THE ACUTE CARE HOSPITAL PROVIDES SERVICE TO THE FLATHEAD INDIAN RESERVATION. THERE WERE APPROXIMATELY 3,206 INPATIENT DAYS IN 2024. 12945261 0 6678647 THE CLINICS PROVIDE SERVICES IN THREE COMMUNITIES WITHIN 15 MILES OF THE HOSPITAL. THERE IS ONE RURAL AND THREE PROVIDER-BASED CLINICS. THIS YEAR THERE WERE APPROXIMATELY 33,037 OFFICE VISITS AND 5,073 EMERGENCY CASES IN 2024. 3351404 0 3858257 THE NURSING HOME PROVIDES SERVICE TO A MAJORITY OF MEDICAID PATIENTS. THERE WERE APPROXIMATELY 13,414 INPATIENT DAYS IN 2024. 41373031 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 46 0 1 519 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 7 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X JOEL ONSAGER 4066764441 107 6TH AVE SW RONAN MT 59864 STEVEN TODD CEO/DIRECTOR 40.00 1.00 X X 371428 0 24666 ED VIZCARRA CHIEF OF STAFF/DIRECTOR (THRU 12/31/24) 40.00 0.00 X X 241699 0 20020 JENNIFER MCGINNIS CHAIR 1.00 0.00 X X 0 0 0 LEAH EMERSON PRN REGISTERED NURSE/VICE CHAIR 1.00 0.00 X X 3962 0 0 PHIL GRAINEY HOSPITAL ATTORNEY/SECRETARY/TREASURER 1.00 0.00 X X 0 0 0 TOM PAVLOCK DIRECTOR 1.00 0.00 X 0 0 0 HOLLY CASTER DIRECTOR 1.00 0.00 X 0 0 0 ROBIN NELSON DIRECTOR 1.00 0.00 X 0 0 0 MARTIN OLSSON DIRECTOR 1.00 0.00 X 0 0 0 JASON ADAMS DIRECTOR 1.00 0.00 X 0 0 0 JOEL ONSAGER CFO 40.00 1.00 X 133345 0 11297 ZACHARY HOVORKA PHYSICIAN 40.00 0.00 X 576141 0 25580 ADRIAN DAVIS PHYSICIAN 40.00 0.00 X 311536 0 14640 AUBREE RUZKOWSKI PHYSICIAN 40.00 0.00 X 279937 0 6000 PHILLIP ANUTA PHYSICIAN 40.00 0.00 X 273713 0 12144 RONALD DEAN PHYSICIAN 40.00 0.00 X 269875 0 19894 2461636 0 134241 50 0 1 0 MT MOUNTAIN ANESTHESIA LLC 107 6TH AVE SW RONAN MT 59864 ANESTHESIA SERVICES 750000 MONIDA SHARED IMAGING LLC 1200 S RESERVE ST STE H MISSOULA MT 59801 MRI SERVICES 405683 HIGH POINT NETWORKS 728 EASTON DR SUITE 200 WEST FARGO ND 58078 IT SERVICES 188063 MAY COLLABORATIVE SERVICES PO BOX 9146 MINNEAPOLIS MN 55480 LAB SERVICES 158187 COMMUNITY MEDICAL CENTER 2827 FORT MSLA RD MISSOULA MT 59804 NURSE ON CALL & LAB 142182 7 239632 1081000 1450 1322082 PATIENT SERVICE REVENUE 621990 45453113 45453113 HOSPITAL UTILIZATION FEE REVENUE 621990 3565155 3565155 340B REVENUE 621990 475876 475876 OTHER OPERATING REVENUE 621990 382752 382752 49876896 3613296 3613296 25950 0 25950 25950 25950 23000 0 23000 23000 23000 54861224 49876896 0 3662246 806417 727198 79219 25137034 20110835 5015948 10251 726359 584030 142069 260 4296940 3955369 334919 6652 1798325 1445565 352025 735 23072 23072 167614 167614 4078497 3639149 438862 486 202827 202133 694 446316 306572 139676 68 432737 325701 105934 1102 639284 166398 472886 150196 107686 42510 582 582 342300 342300 1444327 1371494 72833 882572 882572 MEDICAL SUPPLIES 5419035 5358125 60910 UTILIZATION FEE 716784 716784 REPAIRS & MAINTENANCE 593497 517720 75777 BAD DEBTS 583602 583602 725868 231349 475515 19004 49614185 41373031 8201902 39252 2923199 4460876 20720959 22014776 10837047 9110335 1912718 1546938 1247194 1287557 1138937 978146 54565026 43036850 9947451 11528176 0 54228084 60444078 25000 25000 3348896 3860504 106329485 115256386 4164622 5536770 9806455 8708050 1782390 2563417 15753467 16808237 X 90576018 98448149 90576018 98448149 106329485 115256386 5247039 2625092 0 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1442 1442 0 PART II-B, LINE 1: THE HOSPITAL PAYS DUES TO AHA AND MHA OF WHICH A PORTION GOES TOWARD LOBBYING. 668201 50713 6003 712911 587384 86382 5565 668201 712357 -119426 5547 587384 645303 69961 2907 712357 576911 5194 571717 0.71806 0.28194 0.00000 0 1 1 5201501 5201501 15181609 14973469 208140 32130625 28063381 4067244 2051291 2051291 11528176 MUTUAL FUNDS 13593640 F BOND FUNDS 46850438 F 60444078 THIRD PARTY PAYOR SETTLEMENTS 481382 DEFERRED COMP LIABILITY 2082035 2563417 PART V, LINE 4: TO MAINTAIN HEALTHCARE EXCELLENCE BY BRIDGING THE FINANCIAL GAP BETWEEN THE INCREASING COST OF PROVIDING SERVICES AND THE SHRINKING LEVEL OF REIMBURSEMENT FROM MEDICARE, MEDICAID AND PRIVATE INSURANCE; PURCHASE NEW EQUIPMENT AND MAKE OTHER NON-REIMBURSEABLE CAPITAL INVESTMENTS THAT ALLOW ST. LUKE TO PROVIDE PATIENTS WITH THE LATEST AND MOST TECHNOLOGICALLY ADVANCED CARE; ENGAGE IN VALUABLE, NON-REIMBURSEABLE MEDICAL ACTIVITIES, SUCH AS PHYSICIAN/STAFF TRAINING AND PATIENT/COMMUNITY EDUCATION. 1 1 X 1 X 1 X 1 1 1 0 1 1 537992 537992 0.01100 7541556 5739040 1802516 0.03680 219114 209779 9335 0.00020 8298662 5948819 2349843 0.04800 76219 76219 0.00160 898033 898033 0.01830 12129245 9007868 3121377 0.06370 123668 123668 0.00250 13227165 9007868 4219297 0.08610 21525827 14956687 6569140 0.13410 546 546 0.00000 9873 9873 0.00020 117 117 0.00000 188 188 0.00000 10724 10724 0.00020 1 583602 194534 10450845 10555353 -104508 X 1 1 1 1 ST LUKE COMMUNITY HEALTHCARE 107 6TH AVE SW RONAN MT 59864 WWW.STLUKEHEALTHCARE.ORG 12708 X X X X ST LUKE COMMUNITY HEALTHCARE 1 0 0 1 X X X X X X X X X 23 1 0 0 1 X SEE PART V, SECTION B, LINE 7D X 1 23 1 SEE PART V, SECTION B, LINE 7D 0 1 X 200.000000000000 350.000000000000 X X X 1 1 X X X 1 X SEE PART V, SECTION B, LINE 16J X SEE PART V, SECTION B, LINE 16J X X X X X X X 1 X 0 X X X X 1 X 0 0 ST. LUKE COMMUNITY HEALTHCARE PART V, SECTION B, LINE 5: A STEERING COMMITTEE WAS CONVENED TO ASSIST ST. LUKE COMMUNITY HEALTHCARE IN CONDUCTING THE CHNA ASSESSMENT PROCESS. THE STEERING COMMITTEE WAS COMPRISED OF KEY ADMINISTRATIVE AND PHYSICIAN LEADERSHIP. THE STEERING COMMITTEE MET SEVERAL TIMES DURING THE CHNA PROCESS; FIRST TO DISCUSS HEALTH CONCERNS IN THE COMMUNITY AND OFFER THEIR PERSPECTIVE IN DESIGNING THE SURVEY INSTRUMENT AND AGAIN TO REVIEW RESULTS OF THE SURVEY AND FOCUS GROUPS AND TO ASSIST IN THE PRIORITIZATION OF HEALTH NEEDS TO ADDRESS.IN THE SUMMER OF 2023, ST. LUKE COMMUNITY HEALTHCARE'S SERVICE AREA WAS SURVEYED ABOUT ITS HEALTHCARE SYSTEM. AN EXTENSIVE SOCIAL MEDIA AND EMAIL CAMPAIGN WAS INITIATED TO ENCOURAGE RESIDENTS TO COMPLETE THE SURVEY. A LINK FOR THE DIGITAL SURVEY WAS PLACED ON ST. LUKE COMMUNITY HEALTHCARE'S WEBSITE, PROVIDING ACCESS FOR THE ENTIRE COMMUNITY. A FLYER PROMOTING COMPLETION OF THE SURVEY WAS ALSO MAILED OUT TO LOCAL MEMBERS OF THE COMMUNITY WHO UTILIZE ACCESS MONTANA'S SERVICE. 393 SURVEYS WERE RETURNED. ST. LUKE COMMUNITY HEALTHCARE PART V, SECTION B, LINE 7D: THE COMMUNITY HEALTH NEEDS ASSESSMENT REPORT AND IMPLEMENTATION STRATEGY ARE AVAILABLE ON OUR WEBSITE AT: HTTPS://STLUKEHEALTHCARE.ORG/CHNA/CHNA DIRECT LINK:HTTPS://STLUKEHEALTHCARE.ORG/WP-CONTENT/UPLOADS/2025/10/2023_SLCH_CHNA.PDFIMPLEMENTATION DIRECT LINK:HTTPS://VIEW.OFFICEAPPS.LIVE.COM/OP/VIEW.ASPX?SRC=HTTPS%3A%2F%2FSTLUKEHEALTHCARE.ORG%2FWP-CONTENT%2FUPLOADS%2F2025%2F05%2F2023-IMPLIMENTATION-PLAN.DOCX&WDORIGIN=BROWSELINKIF A READER USES THIS INFORMATION TO ACCESS THE FORM ONLINE, BE SURE TO FORMAT THE URL WITH LOWERCASE LETTERS WHEN COPYING AND PASTING THE DIRECT LINKS. ST. LUKE COMMUNITY HEALTHCARE PART V, SECTION B, LINE 11: THE FOLLOWING SUMMARY BRIEFLY REPRESENTS THE GOALS AND CORRESPONDING STRATEGIES AND ACTIVITIES WHICH THE FACILITY WILL EXECUTE TO ADDRESS THE PRIORITIZED HEALTH NEEDS.GOAL 1: IMPROVE ACCESS TO MENTAL HEALTH SERVICES.STRATEGY 1.1: BEHAVIORAL HEALTH INTEGRATION INTO CLINIC PRACTICE ACTIVITIES:- CONTINUE DEVELOPING LCSW BEHAVIORAL HEALTH INTEGRATION.- DEVELOP SUSTAINABILITY PLAN FOR BEHAVIORAL HEALTH PROGRAM.- EXPLORE ADDITIONAL GRANT FUNDING.- RESEARCH AND DISCUSS ALTERNATIVE PAYMENT MODEL WITH EXISTING PAYERS.- DETERMINE FTE NEED AND EXPLORE STAFF EXPANSION (MENTAL HEALTH, BEHAVIORAL HEALTH, ADDICTION COUNSELING).- DEVELOP EDUCATION PLAN FOR ST. LUKE STAFF AND PROVIDERS RELATED TO NEW REFERRAL PROCESSES AND BENEFITS.- DEVELOP MARKETING CAMPAIGN FOR COMMUNITY TO EDUCATE ON PROGRAM AND BENEFITS.STRATEGY 1.2: INCREASE ST. LUKE'S EFFORTS RELATED TO SUICIDE AWARENESS AND PREVENTION FOR STAFF AND COMMUNITY.ACTIVITIES:- EXPLORE EDUCATIONAL OFFERINGS RELATED TO SUICIDE AWARENESS.- ST. LUKE STAFF WILL CONTINUE TO SCREEN FOR SUICIDE RISK DETECTION AND PREVENTION.- PROVIDE SUICIDE RISK/PREVENTION TRAINING TO ST. LUKE STAFF AND OFFER TO COMMUNITY AS APPROPRIATE.- CONTINUE PROVIDING ST. LUKE REPRESENTATION ON VARIOUS COMMUNITY BASED EFFORTS RELATED TO SUICIDE PREVENTION.- CONTINUE TO PROMOTE AND STRENGTHEN CRISIS INTERVENTION SERVICES WITH MENTAL HEALTH PROVIDERS.GOAL 2: STRENGTHEN AND ENHANCE COMMUNITY OUTREACH RELATED TO ALCOHOL AND SUBSTANCE ABUSE. STRENGTHEN OUTREACH AND INTERNAL PROGRAMS RELATED TO ALCOHOL AND SUBSTANCE ABUSESTRATEGY 2.1: CONTINUE TO OFFER CURRENT ALCOHOL AND SUBSTANCE ABUSE PROGRAMS AND SERVICES.ACTIVITIES:- CONTINUE TO PROVIDE ACUTE ALCOHOL DETOX SERVICES.- CONTINUE LCSW (LICENSED CLINICAL SOCIAL WORKER, LICENSED ADDICTION COUNSELOR- ENSURE WE ARE PROVIDING THESE SERVICES) IN THE CLINIC SETTING.- CONTINUE PROVIDING MEETING SPACE AND OTHER SUPPORT OF COMMUNITY EVENTS AND PROGRAMS PROVIDING SUPPORT AND EDUCATION RELATED TO DRUG AND ALCOHOL ABUSE (I.E.: RONAN SENIOR NIGHT/PROJECT GRADUATION, AA AND ALANON, CHRONIC PAIN).- CONTINUE PARTNERSHIP WITH LOCAL POLICE DEPARTMENT ON PRESCRIPTION DRUG DROP OFF BOX WHICH ALLOWS COMMUNITY TO SAFELY DISPOSE OF UNUSED/UNNEEDED DRUGS.STRATEGY 2.2: EXPLORE OPPORTUNITIES TO EXPAND ST. LUKE'S ALCOHOL AND SUBSTANCE ABUSE RELATED EFFORTS.ACTIVITIES:- MEDICATION ASSISTED THERAPY TREATMENT- CONTINUATION OF OPIOD SAFETY PROTOCOLS AND PROGRAM WITHIN THE CLINICS- CONTINUE PARTNERSHIP WITH THE LOCAL POLICE DEPARTMENT FOR PRESCRIPTION MEDICATION DISPOSAL PROGRAM. DETERMINE POSSIBLE LOCATIONS FOR ADDITIONAL DROP OFF BOXES.- CONTINUE MARKETING CAMPAIGN TO EDUCATE COMMUNITY ON DROP OFF RESOURCE(S).- DEVELOP EDUCATIONAL MATERIALS TO EDUCATE COMMUNITY ON PROPER/SAFE STORAGE OF PRESCRIPTION MEDICATIONS.- EXPLORE PARTNERSHIP WITH LOCAL PHARMACIES TO ENHANCE SAFE STORAGE MESSAGE AND DELIVERY.- REACH OUT TO LOCAL SCHOOLS TO EXPLORE PARTICIPATING IN AND SUPPORTING LOCAL RED RIBBON EFFORTS WITH COMMUNITY YOUTH.- EXPLORE EXPANDING PARTNERSHIPS WITH LOCAL ORGANIZATIONS (EX. BOYS AND GIRLS CLUB OF THE FLATHEAD RESERVATION AND LAKE COUNTY, OTHERS) TO PROVIDE DRUG AND ALCOHOL PREVENTION EDUCATION.GOAL 3: IMPROVE ACCESS TO HEALTHCARE SERVICES.STRATEGY 3.1: IMPROVE ACCESS TO SPECIALTY CARE SERVICES AVAILABLE AT ST.LUKE COMMUNITY HEALTHCARE.ACTIVITIES:- EXPLORE FEASIBILITY FOR EXPANSION OF OTHER SPECIALTY SERVICES.- CREATE MARKETING CAMPAIGN RELATED TO NEW SPECIALTY SERVICES DEVELOPED (TYPE OF SPECIALTY SERVICES PROVIDED, PROVIDER BIOS, SCHEDULES, ETC.)STRATEGY 3.2: IMPROVE ACCESS TO EXISTING SERVICES OFFERED AT ST. LUKE COMMUNITY HEALTHCARE. ACTIVITIES:- CONDUCT ASSESSMENT OF MEDICAL STAFF NEEDS.- CREATE MEDICAL STAFF DEVELOPMENT PLAN.- EXPLORE OPEN ACCESS SCHEDULING TO REDUCE WAIT TIMES FOR PATIENTS.- CREATE EDUCATIONAL CAMPAIGN TO ENHANCE COMMUNITY UNDERSTANDING OF WHEN TO ACCESS DIFFERENT LEVELS OF CARE (I.E. PRIMARY CARE VS. CONVENIENT CARE, VS. ED).- CONTINUE TO RESEARCH NEW APPROACHES TO INCREASING ACCESS TO CARE (VIA: VIRTUAL VISITS, INNOVATIVE CARE MODELS).STRATEGY 3.3: IMPROVE PATIENT ENGAGEMENT IN IMPROVING AND UNDERSTANDING HEALTH INFORMATION.ACTIVITIES:- REVIEW AND IMPROVE PROGRAM TO ASSIST PATIENTS IN ENROLLMENT OF PATIENT PORTAL.- CONTINUE OUTREACH PLAN AND MATERIALS TO EDUCATE PATIENTS ON THE PATIENT PORTAL AND ACCESSING THEIR EHR.STRATEGY 3.4: CONTINUE DEVELOPMENT OF HEALTHCARE WORKFORCE PIPELINE EFFORTS.ACTIVITIES:- CONTINUE TO PROVIDE CLINICAL ROTATIONS AND SHADOWING OPPORTUNITIES FOR STUDENTS OF VARIOUS MEDICAL FIELDS.- CONTINUE TO HOLD AND SPONSOR ANNUAL REACH CAMP IN PARTNERSHIP WITH MT AHEC PROGRAM.- EXPLORE DEVELOPMENT OF HIGH SCHOOL STUDENT INTERNSHIP PROGRAM.GOAL 4: ENHANCE ST. LUKE'S EFFORTS IN POPULATION HEALTH IN THE ST. LUKE SERVICE AREA.STRATEGY 4.1: FURTHER DEVELOP AND IMPLEMENT CHRONIC CARE MANAGEMENT (CCM) PROGRAM.ACTIVITIES:- RESEARCH BEST PRACTICES FOR CCM PROGRAMS.- DEVELOP CCM PROTOCOLS TO INTEGRATE INTO CLINIC PRACTICES.- EDUCATE PROVIDERS ON NEW CCM PROTOCOL/PROCESSES.- IDENTIFY PATIENTS WHO WOULD BENEFIT FROM CCM PROGRAM.- ENGAGE/ENROLL PATIENTS INTO CCM PROGRAM.STRATEGY 4.2: EXPAND AND DEVELOP INTEGRATED CARE TEAM. ACTIVITIES:- CONVENE PROVIDER TEAM TO DEVELOP/DETERMINE/DEFINE ST. LUKE'S INTEGRATED CARE TEAM MODEL.- CONTINUE TO DEVELOP CARE COORDINATOR TEAM.STRATEGY 4.3: CONTINUE AND ENHANCE ST. LUKE COMMUNITY HEALTH EDUCATION AND OUTREACH EFFORTS.ACTIVITIES:- EXPLORE NEED FOR A COMMUNITY HEALTH FAIR.- EXPLORE POTENTIAL COMMUNITY PARTNERS TO CO-SPONSOR/PARTICIPATE.- CONTINUE TO PROVIDE HEALTH AND WELLNESS CLASSES AND PROGRAMS (CHILDBIRTH EDUCATION, BREASTFEEDING SUPPORT, NUTRITION, SMOKING CESSATION, LOCAL RUNS AND EVENTS).- EXPLORE DEVELOPMENT OF KITCHEN/EDUCATIONAL SPACE ONSITE TO PROVIDE NUTRITION AND DIETARY EDUCATION.- EXPLORE DEVELOPMENT OF HEALTHY COOKING/HEALTHY EATING CLASSES.- CREATE MARKETING MATERIALS TO EDUCATE COMMUNITY ON HEALTH AND WELLNESS OPPORTUNITIES.- EXPLORE OPPORTUNITIES TO EXPAND HEALTH AND WELLNESS OFFERINGS IN PARTNERSHIP WITH COMMUNITY PARTNERS.- CONTINUE PARTICIPATION IN 5-2-1-0 PROGRAM WITH A FOCUS ON CHILDHOOD OBESITY.ST. LUKE COMMUNITY HEALTHCARE IS UNABLE TO ADDRESS THE FOLLOWING NEEDS AT THIS TIME.1. 35.3% OF SURVEY RESPONDENTS INDICATED THEY DID NOT RECEIVE/DELAYED GETTING NEEDED MEDICAL SERVICES DUE TO COST. SLCH PROVIDES PATIENT FINANCIAL ASSISTANCE, PAYMENT PLANS AND PATIENT ACCOUNT REPRESENTATIVES TO ASSIST PATIENTS IN MEETING FINANCIAL OBLIGATIONS.2. SURVEY RESPONDENTS FELT AN IMPORTANT WAY TO IMPROVE THE HEALTH OF THE COMMUNITY WAS TO ADDRESS THE AMOUNT OF PEOPLE LIVING IN POVERTY. SLCH PROVIDES ASSISTANCE TO THOSE IS POVERTY IN A VARIETY OF WAYS, BUT OUR ABILITY TO DIRECTLY IMPACT THE ECONOMIC EARNING CAPABILITIES OF COMMUNITYMEMBERS IS LIMITED3. ADDITIONAL CLINICS IN MORE LOCATIONS. CURRENT DEMOGRAPHICS AND MARKET TRENDS DEEM FURTHER CAPITAL PROJECTS NON-FEASIBLE AT THIS TIME ST. LUKE COMMUNITY HEALTHCARE PART V, SECTION B, LINE 16J: THE FINANCIAL ASSISTANCE POLICY IS AVAILABLE AT:HTTPS://STLUKEHEALTHCARE.ORG/DIRECT LINK:HTTPS://STLUKEHEALTHCARE.ORG/WP-CONTENT/UPLOADS/2025/02/2025-PATIENT-FINANCIAL-ASSISTANCE-POLICY-10-501-V1-.PDFTHE FINANCIAL ASSISTANCE POLICY APPLICATION IS AVAILABLE AT:HTTPS://STLUKEHEALTHCARE.ORG/DIRECT LINK:HTTPS://STLUKEHEALTHCARE.ORG/WP-CONTENT/UPLOADS/2025/02/2025-PATIENT-FINANCIAL-ASSISTANCE-POLICY-10-501-V1-.PDFIF A READER USES THIS INFORMATION TO ACCESS THE FORM ONLINE, BE SURE TO FORMAT THE URL WITH LOWERCASE LETTERS WHEN COPYING AND PASTING THE DIRECT LINKS. 5 1 - ST LUKE RONAN 126 6TH AVE SW RONAN MT 59864 GENERAL MEDICAL & SURGICIAL CLINIC 2 - ST LUKE RIDGEWATER 107 RIDGEWATER DRIVE POLSON MT 59860 GENERAL MEDICAL & SURGICIAL CLINIC 3 - ST LUKE COMMUNITY CONVENIENT CARE 107 6TH AVE SW RONAN MT 59864 GENERAL MEDICAL & SURGICIAL CLINIC 4 - ST LUKE ST IGNATIUS 330 - 6 TRACT LANE ST IGNATIUS MT 59865 GENERAL MEDICAL & SURGICIAL CLINIC 5 - ST LUKE SOUTHSHORE 104 RUFUS LANE POLSON MT 59860 GENERAL MEDICAL & SURGICIAL CLINIC PART I, LINE 3C: AN INDIVIDUAL IS ELIGIBLE FOR FINANCIAL ASSISTANCE UNDER ST. LUKE COMMUNITY HOSPITAL'S FINANCIAL ASSISTANCE POLICY IF (A) THEY RECEIVE MEDICALLY NECESSARY CARE, (B) THEY COMPLETE A FINANCIAL ASSISTANCE APPLICATION (WITH EXCEPTIONS AS INDICATED BELOW), AND (C) HOUSEHOLD INCOME AND ASSETS ARE BELOW ESTABLISHED FEDERAL POVERTY GUIDELINES. THE FOLLOWING INDIVIDUALS QUALIFY FOR FULL CHARITY ASSISTANCE: (A) PATIENTS WHO EXPIRE WITH NO ESTATE OR OTHER KNOWN SOURCE OF PAYMENT, (B) PATIENTS IDENTIFIED AS TRANSIENT WITH NO PERMANENT ADDRESS OR MEANS OF SUPPORT, AND (C) INDIVIDUALS WHO PARTICIPATE IN WIC, TANF, SNAP, LIEAP AND/OR MCD PROGRAMS. ADDITIONALLY, INDIVIDUALS WHO PARTICIPATE IN HMK AUTOMATICALLY QUALIFY FOR A 75% CHARITY CARE DISCOUNT. PART I, LINE 7: A COST-TO-CHARGE RATIO WAS CALCULATED USING WORKSHEET 2. ALL AMOUNTS ON LINE 7 WERE CALCULATED USING THE WORKSHEETS PROVIDED IN THE SCHEDULE H INSTRUCTIONS. PART I, LINE 7, COLUMN (F): THE BAD DEBT EXPENSE INCLUDED ON FORM 990, PART IX, LINE 25, COLUMN (A), BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN IS $ 583,602. PART II, COMMUNITY BUILDING ACTIVITIES: 1. PHYSICAL IMPROVEMENTS AND HOUSING:ST. LUKE COMMUNITY HOSPITAL CONTRIBUTES TO PHYSICAL IMPROVEMENTS AND HOUSING IN THE FOLLOWING WAYS:- PROVIDES INSURANCE OVER CITY STREETS AND SIDEWALKS- PROVIDES PERPETUAL EASEMENT ON A PORTION OF OUR PROPERTY TO ALLOW THE CITY OF RONAN TO EXPAND ITS ROAD INFRASTRUCTURE FOR AN ADDITIONAL EAST/WEST CORRIDOR THROUGH TOWN- PAYS ANNUAL ELECTRIC COSTS TO LIGHT CITY STREETS- SUPPORTS AND PROVIDES THE CITY OF RONAN WITH SNOW REMOVAL ON CITY STREETS SURROUNDING AND ADJACENT TO THE FACILITY- PROVIDES FUNDING TO THE CITY FOR THE ACQUISTION OF STREET CLEANING EQUIPMENT2. ECONOMIC DEVELOPMENT:ST. LUKE COMMUNITY HOSPITAL PROVIDES SUPPORT FUNDING FOR THE LAKE COUNTY COMMUNITY DEVELOPMENT CORPORATION AND IS AN ACTIVE PARTICIPANT IN THE RONAN AND POLSON CHAMBER OF COMMERCE.3. COMMUNITY SUPPORT:ST. LUKE COMMUNITY HOSPITAL PROVIDES THE FOLLOWING:- FUNDING TO SUPPORT THE EFFORTS OF THE BOYS AND GIRLS CLUB OF THE FLATHEAD INDIAN RESERVATION- MEETING ROOMS AND ACCOMMODATIONS FOR AA AND ALANON MEETINGS- FINANCIAL ASSISTANCE TO THE RONAN POLICE DEPARTMENT4. ENVIRONMENTAL IMPROVEMENTS:ST. LUKE COMMUNITY HOSPITAL PROVIDES THE CITY OF RONAN USE OF A LARGE PORTION OF ITS PROPERTY AS A STORM WATER RETENTION POND FOR CITY STREETS. ST. LUKE ALSO PURCHASED AND INSTALLED THREE GRINDER PUMPS FOR THE CITY OF RONAN'S SEWER SYSTEM. ST. LUKE ALSO PROVIDES SUPPORT FOR ADOPT A HIGHWAY - CLEAN UP.5. LEADERSHIP DEVELOPMENT AND TRAINING FOR COMMUNITY MEMBERS:ST. LUKE COMMUNITY HOSPITAL SPONSORS LAKE COUNTY JOB SERVICE TRAINING FOR COMMUNITY MEMBERS AND REASONABLE SUSPICION TRAINING FOR AREA BUSINESSES.6. COALITION BUILDING:ST. LUKE COMMUNITY HOSPITAL PROVIDES FINANCIAL ASSISTANCE TO THE LAKE COUNTY COUNCIL ON AGING TO ENSURE ACCESS TO TRAVEL FOR ERRANDS BY THE SENIOR POPULATION. ST. LUKE ALSO PARTICIPATES WITH OTHER HEALTH CARE ENTITIES, LAKE COUNTY, POLICE AND FIRE DEPARTMENTS,FOR DISASTER PLANNING. ST. LUKE DONATES ANNUALLY TO THE SCHOOL DISTRICTS FOR SPORTS PHYSICALS.7. COMMUNITY HEALTH IMPROVEMENT ADVOCACY:ST. LUKE COMMUNITY HOSPITAL ADVOCATES FOR COMMUNITY HEALTH IMPROVEMENT IN THE FOLLOWING WAYS:- PROVIDES SUBSIDIES FOR LAKE COUNTY COMMUNITY HEALTH DEPARTMENT TO PAY FOR MEDICAL DIRECTOR AND DIETICIAN- PROVIDES A PHYSICIAN TO BE THE COUNTY HEALTH OFFICER- SPONSORS AND SUPPORTS THE RELAY FOR LIFE CANCER RESEARCH FUNDRAISING- WORKS WITH LAKE COUNTY HEALTH DEPARTMENT ON VARIOUS CAMPAIGNS AND PROGRAMS SUCH AS FETAL, INFANT, CHILD MORTALITY REVIEW, GREAT AMERICAN SMOKEOUT, AND OTHER PROGRAMS- PROVIDES FINANCIAL SUBSIDY TO ENSURE COMMUNITY ACCESS TO MENTAL HEALTH- PROVIDES CHILDBIRTH EDUCATION TO COMMUNITY MEMBERS- PROVIDES STAFF AND FINANCIAL ASSISTANCE AT PUBLIC EVENTS SUCH AS 3 ON 3 BASKETBALL TOURNAMENT, HEALTH FAIR TRADE SHOW, WOMEN FOR WELLNESS, CRUISING BY THE BAY CAR SHOW, BUFFALO RUN, LIVE LOCALLY FUN RUN, WATER DAYZ, AND OTHER PUBLIC EVENTS- PROVIDES HEALTHCARE CERTIFICATES TO NOT-FOR-PROFIT ENTITIES TO SUPPORT THEIR FUNDRAISING EFFORTS8. WORKFORCE DEVELOPMENT:ST. LUKE COMMUNITY HOSPITAL PROVIDES CLINICAL SPACE AND INSTRUCTION AS WELL AS HOUSING FOR MEDICAL STUDENTS, MEDICAL RESIDENTS, NURSING STUDENTS, PA STUDENTS, KICKING HORSE JOB CORPS STUDENTS, RADIOLOGY STUDENTS AND OTHERS. ST. LUKE ALSO PROVIDES SCHOLARSHIP ASSISTANCE TO AREA YOUTH FOR EDUCATION EFFORTS AND PARTICIPATES IN AREA JOB FAIRS. PART III, LINE 2: THE ORGANIZATION'S BAD DEBT EXPENSE IS THE ACTUAL AMOUNT TURNED OVER TO THE COLLECTION COMPANIES ON AN ANNUAL BASIS. PART III, LINE 3: HISTORICALLY, ONE-THIRD OF ALL BAD DEBTS ARE ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE FINANCIAL ASSISTANCE POLICY. PART III, LINE 4: FOR INFORMATION ABOUT BAD DEBT EXPENSE, SEE THE "PATIENT SERVICE REVENUE" SECTION OF NOTE 1 PAGES 12-16 OF THE ATTACHED FINANCIAL STATEMENTS. PART III, LINE 8: ST. LUKE COMMUNITY HOSPITAL USED THE 2024 FILED MEDICARE COST REPORT TO CALCULATE THE MEDICARE ALLOWABLE COSTS IN PART III, LINE 6. NO PORTION OF THE SHORTFALL SHOULD BE TREATED AS A COMMUNITY BENEFIT. ADJUSTED PATIENT CARE COST WAS DIVIDED BY THE ADJUSTED PATIENT CARE CHARGES TO DETERMINE THE COST TO CHARGE RATIO. PART III, LINE 9B: THE MISSION OF ST. LUKE COMMUNITY HEALTH CARE NETWORK IS TO PROVIDE CARE AT ALL TIMES TO THOSE WHO ARE IN NEED. THE CHARITY POLICY MAY BE EXTENDED TO THOSE PATIENTS WHO HAVE DEMONSTRATED THE INABILITY TO PAY ALL OR PART OF THEIR NETWORK BILL. PART VI, LINE 2: ST. LUKE CONDUCTS THE FOLLOWING ACTIVITIES IN ORDER TO ASSESS THE HEALTHCARE NEEDS OF OUR COMMUNITIES:- CONDUCTS PERIODIC NEEDS ASSESSMENT SURVEYS TO THE COMMUNITY VIA FOCUS GROUPS;- SERVICE LINE SPECIFIC PATIENT SATISFACTION SURVEYS ARE GIVEN TO PATIENTS WITH OPPORTUNITY TO PROVIDE INPUT AND SUGGESTIONS FOR ADDITIONAL SERVICES;- BOARD MEMBERS AND MEDICAL STAFF MEMBERS ARE ENCOURAGED TO COMMUNICATE WITH COMMUNITY MEMBERS AND PROVIDE INPUT INTO THE STRATEGIC PLANNINGPROCESS;- ADMINISTRATIVE INVOLVEMENT IN COMMUNITY CIVIC ORGANIZATIONS WITH SPECIFIC EFFORTS TO SOLICIT FEEDBACK ON SERVICE IMPROVEMENT OPPORTUNITIES. PART VI, LINE 3: ST. LUKE POSTS SIGNS AT ALL ACCESS AREAS, GIVING INFORMATION ABOUT OUR PATIENT FINANCIAL ASSISTANCE POLICY. ALL PATIENTS MAY MEET WITH A PATIENT ACCOUNTS REPRESENTATIVE TO DISCUSS PROGRAMS AVAILABLE TO THEM AND FORMS OF PAYMENT. THE PATIENT FINANCIAL ASSISTANCE POLICY IS POSTED ON THE WEBSITE PART VI, LINE 4: ST. LUKE PROVIDES HEALTHCARE SERVICES TO THE RESIDENTS OF THE FLATHEAD INDIAN RESERVATION AND LAKE COUNTY, MONTANA. GEOGRAPHICALLY THE AREA CONSISTS MAINLY OF MOUNTAINOUS TERRAIN AND IS CONSIDERED RURAL WITH 19.3 PEOPLE PER SQUARE MILE. DEMOGRAPHICALLY THE POPULATION OF LAKE COUNTY IS 33,400 - 24% OF WHICH IS LISTED AS NATIVE AMERICAN. THE MEDIAN HOUSEHOLD INCOME IS $61,965. 17.7% OF THE POPULATION IS BELOW THE POVERTY LEVEL. X X X 0 0 0 0 0 0 0 0 0 ZACHARY HOVORKA PHYSICIAN 541641 0 34500 0 0 0 20720 0 4860 0 601721 0 0 0 STEVEN TODD CEO/DIRECTOR 332747 0 38681 0 0 0 13530 0 11136 0 396094 0 0 0 ADRIAN DAVIS PHYSICIAN 311536 0 0 0 0 0 12000 0 2640 0 326176 0 0 0 RONALD DEAN PHYSICIAN 269875 0 0 0 0 0 14144 0 5750 0 289769 0 0 0 AUBREE RUZKOWSKI PHYSICIAN 262270 0 17667 0 0 0 0 0 6000 0 285937 0 0 0 PHILLIP ANUTA PHYSICIAN 258713 0 15000 0 0 0 6864 0 5280 0 285857 0 0 0 ED VIZCARRA CHIEF OF STAFF/DIRECTOR (THRU 12/31/24) 241699 0 0 0 0 0 10600 0 9420 0 261719 0 0 0 A MONTANA FACILITY FINANCE AUTHORITY 364615115 2016-10-05 17915000 NEW CONSTRUCTION AND REMODEL OF HOSPITAL 0 0 0 A 8670000 17915000 872786 358300 11134 16672780 2016 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 0 0 0 0 1 A 1 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIRMAN, VICE CHAIRMAN, IMMEDIATE PAST CHAIR AND SECRETARY. THE EXECUTIVE COMMITTEE SHALL HAVE POWER TO TRANSACT ALL REGULAR BUSINESS OF THE HOSPITAL DURING THE INTERIM BETWEEN THE MEETINGS OF THE BOARD OF DIRECTORS; PROVIDED ANY ACTION TAKEN SHALL NOT CONFLICT WITH THE POLICIES AND EXPRESSED WISHES OF THE BOARD OF DIRECTORS, AND THAT IT SHALL REFER ALL MATTERS OF MAJOR IMPORTANCE TO THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL ALSO ACT AS THE JOINT CONFERENCE COMMITTEE TO ENSURE LIAISON BETWEEN THE GOVERNING BODY AND THE MEDICAL STAFF. FORM 990, PART VI, SECTION B, LINE 11B THE CEO AND CFO REVIEW THE 990 BEFORE IT IS FILED. IT IS THEN PRESENTED TO THE FULL BOARD OF DIRECTORS AT THE NEXT MEETING. FORM 990, PART VI, SECTION B, LINE 12C ST. LUKE COMMUNITY HOSPITAL MAINTAINS A COMPREHENSIVE CONFLICT OF INTEREST POLICY TO ENSURE THAT ALL ACTUAL OR POTENTIAL CONFLICTS ARE DISCLOSED, REVIEWED, AND APPROPRIATELY MANAGED. THE POLICY REQUIRES DIRECTORS, PRINCIPAL OFFICERS, AND COMMITTEE MEMBERS WITH BOARD-DELEGATED POWERS TO ANNUALLY AFFIRM RECEIPT, UNDERSTANDING, AND COMPLIANCE WITH THE POLICY, AND TO DECLARE THEIR INDEPENDENCE STATUS. IF ANY MATERIAL CHANGES OCCUR DURING THE YEAR, INDIVIDUALS MUST PROMPTLY UPDATE THEIR DISCLOSURE FORMS. THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR REGULARLY AND CONSISTENTLY MONITORING COMPLIANCE. THIS INCLUDES REVIEWING ANNUAL STATEMENTS, OVERSEEING THE DISCLOSURE PROCESS, AND TAKING NECESSARY ACTIONS FOR EFFECTIVE OVERSIGHT. IN THE EVENT OF A POSSIBLE CONFLICT, THE INTERESTED PERSON MUST DISCLOSE ALL MATERIAL FACTS, AND MAY RECUSE THEMSELVES FROM RELATED DISCUSSIONS OR DECISIONS. THE BOARD OR EXECUTIVE COMMITTEE DETERMINES WHETHER A CONFLICT EXISTS, AND IF SO, INVESTIGATES ALTERNATIVES AND ENSURES ANY APPROVED TRANSACTION IS FAIR, REASONABLE, AND IN THE HOSPITAL'S BEST INTEREST. MEETING MINUTES DOCUMENT ALL DISCLOSURES, DETERMINATIONS, DISCUSSIONS, AND VOTES RELATED TO CONFLICTS OF INTEREST. PERIODIC REVIEWS ARE CONDUCTED TO CONFIRM THAT COMPENSATION ARRANGEMENTS, PARTNERSHIPS, AND TRANSACTIONS ARE REASONABLE, PROPERLY RECORDED, AND FURTHER CHARITABLE PURPOSES, WITHOUT RESULTING IN IMPERMISSIBLE PRIVATE BENEFIT OR EXCESS BENEFIT TRANSACTIONS. OUTSIDE EXPERTS MAY BE CONSULTED FOR THESE REVIEWS, BUT THE BOARD RETAINS ULTIMATE RESPONSIBILITY FOR OVERSIGHT. VIOLATIONS OF THE POLICY ARE ADDRESSED THROUGH INVESTIGATION AND, IF WARRANTED, DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15 THE MONTANA ASSOCIATION OF HOSPITALS CONDUCTS AN INDEPENDENT SURVEY AND COMPARISON OF FACILITIES ACROSS MONTANA AND COMPARES DATA ACROSS SEVERAL OTHER STATES. THE EXCECUTIVE COMMITTEE OF THE BOARD OF ST. LUKE COMMUNITY HEALTHCARE USES SALARY DATA FROM THIS SURVEY TO DETERMINE COMPENSATIONS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 ST. LUKE COMMUNITY HEALTHCARE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE AUTHORITY AND PROCESS FOR SELECTING THE FINANCIAL STATEMENT AUDITOR AND FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT DID NOT CHANGE DURING THE YEAR. ST LUKE COMMUNITY HEALTHCARE FOUNDATION 107 6TH AVE SW RONAN MT 59864 810539096 SOLICIT FUNDS FOR ST. LUKE COMMUNITY HOSPITAL MT 501(C)(3) LINE 12B, II ST LUKE COMMUNITY HEALTHCARE 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0