2025-05-13T15:17:50-05:00 2024-06-30 ERNST & YOUNG US LLP 2323 VICTORY AVENUE DALLAS TX 75219 990 2023-07-01 731308273 Laureate Psychiatric Clinic and HospitalInc % DEBORAH DAGE LAUR 9184948418 6600 S Yale Ave Suite 400 Tulsa OK 741363319 Deborah Dage Treasurer/CFO 9185028126 2025-05-12 true true Patrick Shields P01508556 2149698000 2025-05-09 2023 2025-03-06 01:10:19Z Deborah Dage 6161 S Yale Ave Tulsa OK 741363319 52130351 false X WWW.LAUREATE.COM X 1987 OK To extend the presence and healing ministry of Christ in all we do. 12 10 584 4 0 0 1205719 944434 48565589 50685969 4537 -141968 513327 493352 50289172 51981787 0 0 0 0 33154714 34134851 0 0 0 14944389 15350192 48099103 49485043 2190069 2496744 61517457 91381129 5506051 13897173 56011406 77483956 X TO EXTEND THE PRESENCE AND HEALING MINISTRY OF CHRIST IN ALL WE DO. false false 7678662 6559711 See Schedule O 7123796 20009113 See Schedule O 6000032 12154651 See Schedule O 16417532 11962495 37220022 true true false false false false false false false false true false false false true true false true false false false false false false false false true true false false true false false false false false false false false false false false false false true true true false false true X 0 0 true 584 true false false false false false false false false false false false false X 12 10 true true false false true true true true true false false true true true true true true true true false OK X DEBORAH DAGE 9184948418 6161 S YALE AVE TULSA OK 741363319 X Cliff A Robertson MD President/CEO/Director 1.0 39.0 X X 0 2098173 300986 Barry L Stichen Vice President/COO/Director 1.0 39.0 X 0 1625394 175326 Deborah Dage Treasurer/CFO 1.0 39.0 X 0 958320 112011 Michael J Lissau Secretary 1.0 39.0 X 0 681073 101924 Eric E Schick FORMER TREASURER/CFO 0.0 40.0 X 0 606009 0 Alan Hasegawa MD PHYSICIAN 40.0 0.0 X 558262 0 44373 Michele Keeling Former Administrator 0.0 40.0 X 0 455725 72615 Heather Hall MD PHYSICIAN 40.0 0.0 X 399182 0 38195 Scott Moseman MD PHYSICIAN 40.0 0.0 X 408316 0 21150 Jimmie McAdams DO PHYSICIAN 40.0 0.0 X 391264 0 30049 Katherine Godwin MD PHYSICIAN 40.0 0.0 X 369713 0 36465 Sailatha Thomas DIRECTOR 1.0 39.0 X 0 337851 23650 Harold Moore Administrator 40.0 0.0 X 0 287160 26995 Mike Case Director 1.0 0.0 X 0 0 0 Mike Cooke Director 1.0 0.0 X 0 0 0 Tom Cooper Director 1.0 0.0 X 0 0 0 Father Gary Kastl Director 1.0 0.0 X 0 0 0 Judy Kishner Trustee 1.0 0.0 X 0 0 0 William R Lissau Emeritas Director 1.0 0.0 X 0 0 0 Laura Stuemkey MD Director 1.0 0.0 X 0 0 0 John-Kelly C Warren Trustee 1.0 0.0 X 0 0 0 William K Warren Jr Trustee 1.0 0.0 X 0 0 0 Bishop David A Konderla Trustee 1.0 0.0 X 0 0 0 Jeffrey Smith Trustee 1.0 0.0 X 0 0 0 2126737 7049705 983739 54 true true false CROSSLAND CONSTRUCTION CO INC 833 S EAST AVE COLUMBUS KS 66725 CONSTRUCTION SVCS 7563412 HELLMUTH OBATA KASSABAUM INC 717 N Hardwood St 3300 DALLAS TX 75201 ARCHT/ENGR. SVCS 1698409 OMNICELL TECHNOLOGIES INC 4220 North Freeway FORT WORTH TX 76137 IT Services 1134716 ROARK LANDSCAPING CORPORATION 5809 S 107TH E AVE TULSA OK 74146 LANDSCAPING SERVICES 757823 TRAILS END PLUMBING SERVICE 17407 E 78th St N OWASSO OK 740555811 Repair Services 471595 7 840000 104434 944434 PATIENT SVCS, NET OF CONTRACTUAL ADJUST 621110 50685969 50685969 50685969 6596 6596 0 0 388740 388740 0 388740 388740 0 148564 -148564 -148564 -148564 0 0 0 0 0 0 0 0 0 MANAGEMENT SERVICES FOR AFFILIATES 541610 104712 104712 OTHER 900099 -100 -100 104612 51981787 50685969 0 351384 0 0 0 0 0 0 28350527 25442874 2907653 1219329 1102614 116715 2619393 2093812 525581 1945602 1743259 202343 0 0 25572 25572 0 0 0 1431127 696622 734505 77663 78440 -777 408282 211070 197212 1276975 56200 1220775 0 961014 961014 0 0 0 0 0 3606689 3606689 510817 58727 452090 BAD DEBT EXPENSE 1849801 1849801 MEDICAL SUPPLIES 1622911 1542160 80751 MEDICAID SHOPP FEE 1290884 0 1290884 REPAIRS AND MAINTENANCE 1261719 1177340 84379 1026738 206089 820649 49485043 37220022 12265021 0 2000 2000 508257 367838 0 0 5515790 5926663 0 0 0 0 138501 34315 98460 109610 749012 1007426 145008930 62646027 53031550 82362903 0 0 0 0 0 0 0 0 1473887 1570374 61517457 91381129 4823112 12181269 0 0 0 533687 0 0 0 0 0 0 0 0 0 0 682939 1182217 5506051 13897173 X 56011406 77483956 0 0 56011406 77483956 61517457 91381129 X 2496744 18975806 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 13235926 13235926 0 100025803 36257937 63767866 0 0 0 0 0 22587335 18371648 4215687 0 9159866 8016442 1143424 82362903 0 SALARIES PAYABLE WITHHOLDINGS 1092217 THIRD PARTY SETTLEMENT 90000 1182217 X Part X, Line 2 Accounting Standards Codification Topic (ASC) 740, Income Taxes, provides guidance regarding recognition, de-recognition, measurement, and disclosure of all tax positions. In accordance with the requirements of ASC 740, Laureate Psychiatric Clinic and Hospital, Inc. identifies and documents uncertain tax positions for all open tax years. If uncertain tax positions are identified, they are analyzed to determine the proper unit of account. Next, they are tested to determine whether a tax asset or a tax liability should be recognized. Laureate Psychiatric Clinic and Hospital, Inc. has assessed its uncertain tax positions and determined they are more likely than not to be fully sustained upon examination. Therefore, no liability or asset for uncertain tax positions needs to be recorded. true true X true X 250. true X true true true false true true 987212 987212 0.02070 7223775 6061690 1162085 0.02440 8210987 6061690 2149297 0.04510 12709467 11223810 1485657 0.03120 12709467 11223810 1485657 0.03120 20920454 17285500 3634954 0.07630 true 1848801 1072305 9332913 5275532 4057381 X 1 1 Laureate Psychiatric Clinic & Hosp 6600 S Yale Ave Ste 400 Tulsa OK 74136 www.saintfrancis.com/Laureate 2323 X Laureate Psychiatric Clinic & Hosp 1 false false true X X X X X X X X X 22 true true false true X See Schedule H, Part V, Section C X true 22 true See Schedule H, Part V, Section C false true X 250. 400. X X X X true true X X X X true X See Schedule H, Part V, Section C X See Schedule H, Part V, Section C X See Sch H, Part V, Section C X X X X X X X true X false X X X X X true X false false Part V, Section B, Line 5 The most recent Community Health Needs Assessment (CHNA) completed by Saint Francis Health System, Inc. to reassess the health needs of the communities served by the hospital components of its health system: Saint Francis Hospital, Inc., Laureate Psychiatric Clinic and Hospital, Inc., Saint Francis Hospital Muskogee, Inc., Saint Francis Hospital South, LLC, and Saint Francis Hospital Vinita, Inc., included the collection and analysis of both quantitative (over 140 public health indicators and quantitative survey methods) and qualitative (organization and community representative interviews and qualitative survey methods) data to identify and create a comprehensive list of health needs for each community. Community input was obtained from a broad range of community members through key informant interviews, focus groups and a multi-modal consumer survey of over 600 community residents. Individuals with knowledge, information and expertise relevant to the health needs in the community were consulted including representatives from county and state public health departments as well as leaders, representatives and members of vulnerable populations and other individuals with strong expertise in local health needs. The names of the organizations providing input is provided in Appendix A: CHNA Data Sources and Dates and Appendix B: List of Organizations Represented in Key Informant Interviews and Community Feedback of the CHNA located at https://www.saintfrancis.com/about-us/commitment-to-community. Part V, Section B, Line 6a The hospital facilities included in the CHNA included Saint Francis Hospital, Inc., Saint Francis Hospital South, LLC, Laureate Psychiatric Clinic and Hospital, Inc., Saint Francis Hospital Vinita, Inc. and Saint Francis Hospital Muskogee, Inc. Part V, Section B, Line 7a https://www.saintfrancis.com/about-us/commitment-to-community Part V, Section B, Line 10a https://www.saintfrancis.com/about-us/commitment-to-community Part V, Section B, Line 11 The Community Health Needs Assessment (CHNA) identified 11 conditions as community health needs (in order of highest priority) of the primary service area as mental health; heart disease/stroke; access to health care; cancer; substance abuse; infant health/family planning; nutrition/physical activity/weight; respiratory disease; potentially disabling conditions; injury/violence; and sexual health. After prioritizing the health needs identified, a final list of priority needs was selected by considering additional criteria, such as Saint Francis Health System, Inc.'s scope of services as a health provider and its ability to effectively address the priority health need. Saint Francis Health System Inc.'s entities, including Laureate Psychiatric Clinic and Hospital, Inc., are addressing the following significant health needs identified as referenced in its Community Health Needs Assessment and Implementation Strategy that is made widely available on the website listed in Schedule H, Part V, Section B, Line 10a. - Mental health - Heart disease/stroke - Access to healthcare services - Cancer Part V, Section B, Line 13b Patients who have been evaluated and identified to be financial assistance plan-eligible and meet the criteria established by Laureate Psychiatric Clinic and Hospital, Inc. according to relevant circumstances regarding income, assets, or other resources available to the patient or patient's family, are considered charity and therefore, by hospital policy, are not billed for any services. Part V, Section B, Lines 16a, b and c https://www.saintfrancis.com/patients-and-guests/for-patients/billing-and- insurance/financial-assistance Part V, Section B, Line 16j The billing statement includes information regarding financial assistance availability. Additionally, MyChart, a secure online tool that allows patients to connect with their personal health information 24/7, provides a link which takes the patient to the financial assistance letter and application form. Part V, Section B, Line 20e The following actions are completed prior to initiating collection actions: - Proactive phone calls - Statements are sent - Messages are sent to MyChart users Part V, Section B, Line 22d Amounts generally billed (AGB) are determined under the prospective method using Medicaid reimbursement rates. Additionally, a self-pay discount of 60 percent is provided on all charges for uninsured patients. Part I, Line 3c Income-based criteria is used as the basis in determining eligibility for free health services. Part I, Line 6a Saint Francis Health System, Inc. 73-1501972, the parent organization of Laureate Psychiatric Clinic and Hospital, Inc. produces a consolidated community benefit report included in an annual issue of the Saint Francis Health System magazine "Presence" that is made available to the public through the organization's website at https://www.saintfrancis.com/about-us/media/presence-magazine Part I, Line 7 Costing Methodology: A ratio of patient care cost to charges, as determined in Worksheet 2, was used to report the amounts in Part I, Lines 7a - 7c. For amounts reported on lines 7e - 7i, actual expenses for each community benefit activity are tracked and reported using the organization's accounting general ledger and are not based on a cost to charge ratio. The number reflected on line 7, column (f) excludes bad debt expense. The supplemental hospital offset payment program (SHOPP) was created and implemented in calendar year 2011 for the purpose of assuring access to quality care for Oklahoma Medicaid members. The program is designed to assess Oklahoma hospitals, unless exempt, a supplemental hospital offset payment program fee. The collected fees are placed in pools and then allocated to hospitals based on Medicaid revenues as directed by legislation. The Oklahoma Health Care Authority (OHCA) does not guarantee that allocation will equal or exceed the amount of the supplemental hospital offset payment program fees that were paid by Laureate Psychiatric Clinic and Hospital, Inc. Part II: Community -Building Activities Community-building activities improve the community's health and safety by addressing the root cause of health problems. These activities strengthen the community's capacity to promote the health and well-being of its residents by offering the expertise and resources of the healthcare organization. Costs for these activities include cash donations and expenses for the development of a variety of community-building programs and partnerships. See Schedule O for additional information regarding Saint Francis Health System, Inc.'s and Laureate Psychiatric Clinic and Hospital, Inc.'s community-building activities aimed at promoting the health of the community. Part III, Section A, Line 2 Laureate Psychiatric Clinic and Hospital, Inc. has an established process to determine the adequacy of the allowance for uncollectable receivables that relies on a number of analytical tools and benchmarks to arrive at a reasonable allowance. No single statistic or measurement determines the adequacy of the allowance for uncollectable receivables. Some of the analytical tools that Laureate Psychiatric Clinic and Hospital, Inc. utilizes include, but are not limited to, historical cash collection experience, revenue trends by payer classification, and revenue days in accounts receivable. Accounts receivable are written off after collection efforts have been followed in accordance with Laureate Psychiatric Clinic and Hospital, Inc.'s policies. Part III, Section A, Line 3 The bad debt expense attributable to patients eligible under the organization's financial assistance policy is calculated from a sample review of all bad debt accounts and subsequent information. Part III, Section A, Line 4 Saint Francis Health System, Inc. 73-1501972, the parent organization of Laureate Psychiatric Clinic and Hospital, Inc., produces consolidated financials which include the financial position and results of financial operations of Saint Francis Hospital Laureate, Inc. The consolidated financial statements are audited on an annual basis. Saint Francis Health System, Inc's audited consolidated financial statements provide a separate footnote addressing the organization's net patient accounts receivables on pages 7, 8, and 9. Saint Francis Health System, Inc. reports bad debt in accordance with Generally Accepted Accounting Principles (GAAP). Part III, Section B, Line 8 Costing Methodology: Medicare allowable costs were calculated using a cost-to-charge ratio and the Medicare filed cost report. The Supplemental Hospital Offset Payment Program (SHOPP) was created and implemented in calendar year 2011 for the purpose of assuring access to quality care for Oklahoma Medicaid members. The program is designed to assess Oklahoma hospitals, unless exempt, a Supplemental Hospital Offset Program fee. The collected fees are placed in pools and then allocated to hospitals based on Medicaid revenues as directed by legislation. The Oklahoma Health Care Authority (OHCA) does not guarantee that allocation will equal or exceed the amount of the supplemental hospital offset payment program fees that were paid by Laureate Psychiatric Clinic and Hospital, Inc. IRS Rev. Rul. 69-545 established the community benefit standard for hospitals and considers a hospital that serves patients covered by governmental health benefits (including Medicare) as operating to promote the health of the community and furtherance of its exempt purposes. Accordingly, treating Medicare patients is considered a community benefit. Part III, Section C, Line 9b Laureate Psychiatric Clinic and Hospital, Inc.'s debt collection policy is to pursue collections of patient balances from patients who have the ability to pay for the services. Laureate Psychiatric Clinic and Hospital, Inc. applies its collections efforts consistently and fairly to all patients regardless of insurance. Laureate Psychiatric Clinic and Hospital, Inc. works with those individuals who do not have the financial resources to pay outstanding balances to qualify for Laureate Psychiatric Clinic and Hospital, Inc.'s financial assistance policy. Charges to patients qualifying for charity care under the Laureate Psychiatric Clinic and Hospital, Inc. financial assistance policy are written off 100 percent. Part VI, Line 2 Needs assessment The Community Health Needs Assessment (CHNA), an essential function for Saint Francis Health System, Inc. and its hospitals, helps identify the major health needs of the community and offers insight into the services to be offered to address those needs. Saint Francis Health System, Inc. developed the community health implementation plan based upon prioritization of the community health needs assessment. Saint Francis Health System, Inc. and its hospitals have the common goal of increasing health education and preventative care provided in the community setting through partnership with community organizations, faith-based organizations and other institutions. The CHNA and implementation strategies information is available to the public and posted on the Saint Francis Health System, Inc. website at https://www.saintfrancis.com/about-us/commitment-to-community. Part VI, Line 3 Patient education of eligibility for assistance Saint Francis Health System, Inc. and its entities are committed to promoting health in the community including providing or finding financial assistance programs to assist patients. Saint Francis Health System makes every effort to educate patients on its charity, financial assistance policy and about their eligibility for assistance under Federal, State, or local government programs during registration, pre-registration, post-registration and following discharge in languages appropriate for the population being served. This includes several ways including, but not limited to, the following: - A brochure titled "Patient Financial Policy" on financial rights and responsibility is provided to every patient at the time of their registration and is available on the Saint Francis Health System, Inc. website. The brochure provides financial assistance program details. - The financial assistance policy, plain language summary, and application are posted on the Saint Francis Health System, Inc. Website in English and the Limited English Proficiency languages of the Primary Service Area (PSA). - Saint Francis Health System, Inc. prints a phone number on the back of billing invoices where patients can obtain information about financial assistance. - Self-pay patients are visited by a financial counselor upon admission to verify their self-pay status. The financial counselor works with the self-pay patients to determine if the patient may qualify for assistance under a government-sponsored plan. If the patient does not qualify for a government-sponsored plan, then the financial counselor works with the patient to determine if they qualify for charity care based on Saint Francis Health System, Inc.'s financial assistance policy. - Saint Francis Health System, Inc. offers the financial assistance policy, as well as payment options as part of the patient responsibility during the follow-up collection calls. Part VI, Line 4 Community information The Primary Service Area (PSA) of Laureate Psychiatric Clinic and Hospital, Inc. consists of approximately 57 zip codes, however a significant majority of inpatient admissions originate in Tulsa, Washington, Rogers, Okmulgee, and Muskogee Counties. Additional information regarding the community can also be found below, and in the community health needs assessment and implementation strategy located on the organization's website at https://www.saintfrancis.com/about-us/commitment-to-community. The PSA is comprised of the following representation: - 62% Caucasian - 8% African-American - 8% Native-Americans - 13% Two or more races - 3% Asian - 6% Other races As of November 2023, the PSA median household income was $58,283 (about 15 percent below the US median) and the 2023 mean household income was $86,665 (about 12 percent below the US average). The per capita income is slightly below the national median, but higher than the average for Oklahoma. In 2023, approximately 14 percent of the PSA's population lives in poverty. Nearly 12 percent of households in the PSA received food stamps/Supplemental Nutrition Assistance Program (SNAP) benefits within 2023. The uninsured rate in the PSA is approximately 14 percent. Distressingly, when narrowing focus to the PSA civilian population age 19 to 64 that participates in the labor force, the uninsured rate increases to nearly 18 percent. During the 2023 fiscal year, there were 1,075,881 unduplicated Medicaid enrollees; meaning 27 percent of the state's population was enrolled in the Medicaid program at some point in time. The PSA has a population of roughly 995,179 was home to approximately 258,746 unduplicated enrollees or approximately 26 percent of the PSA's population. Part VI, Line 5 Promotion of community health Laureate Psychiatric Clinic and Hospital, Inc. is part of an integrated healthcare delivery system with the mission of extending the presence and healing ministry of Christ in all we do. Saint Francis Health System, Inc., as a Catholic organization, seeks to reflect the presence of Christ in every personal and corporate encounter. Laureate Psychiatric Clinic and Hospital, Inc. is dedicated to giving back to the community in which its employees live and work. Saint Francis Health System, Inc. and Laureate Psychiatric Clinic and Hospital, Inc.'s governing body is comprised of community representatives on the Board of Directors that provide leadership and governance for the organization. The Board of Directors has the overall responsibility for the charitable contributions and the mission of Laureate Psychiatric Clinic and Hospital, Inc. and the other entities that are part of Saint Francis Health System, Inc. The members of the Board of Directors are selected based on their areas of expertise and experience including such areas as education, research, business and government. The members of the governing body contribute their wisdom, insights, and expertise to ensure the organization is fulfilling its mission and charitable purpose while providing efficient administrative support services and direction for Saint Francis Health System, Inc. Laureate Psychiatric Clinic and Hospital, Inc. provides financial assistance in the form of charity care to patients who are indigent and satisfy certain requirements. Additionally, Laureate Psychiatric Clinic and Hospital, Inc. is committed to treating patients who are eligible for means-tested government programs such as Medicaid and other government-sponsored programs including Medicare, with care being provided regardless of the reimbursement shortfall, and thereby relieves the state and federal government of the burden of paying the full cost of care for those patients. Often, patients are unaware of the federal, state and local programs open to them for financial assistance, or they are unable to access them due to the cumbersome enrollment process required to receive these benefits. Saint Francis Health System, Inc. offers assistance in enrollment to these government programs or extends financial assistance in the form of charity care through the organization's Financial Assistance Policy. Laureate Psychiatric Clinic and Hospital, Inc. reinvests its net operating income back into the facility to improve patient care, to benefit society and to allow Laureate Psychiatric Clinic and Hospital, Inc. to carry out its vision to be the regional leader in the delivery of quality Catholic healthcare services. Recognition: Laureate Psychiatric Clinic and Hospital was recognized as an award winner by the national healthcare research firm Professional Research Consultants, Inc. (PRC) based on performance in FY2024. These competitive national awards recognize organizations who achieve excellence throughout the year by improving patient experiences based on surveys of their patients. Laureate Psychiatric Clinic and Hospital received a Top Performer Award for its Intensive Outpatient Program. The Top Performer Award recognizes outpatient service lines, inpatient units, and outpatient clinics that score at or above the 100th percentile compared to PRC's national client database. Laureate also won three five-star awards (scores in the top ten percent of the country based on PRC's comparative database) for the following programs: the inpatient adult and crisis stabilization units, as well as five star recognition for the adult inpatient behavioral health program as a whole. Part VI, Line 6 Affiliated health care system Laureate Psychiatric Clinic and Hospital, Inc. the part of Saint Francis Health System, Inc. Annually, Laureate Psychiatric Clinic and Hospital, Inc. admits approximately 3,200 patients and provides over 54,000 outpatient visits for psychiatric services. See Schedule O for additional information regarding Laureate Psychiatric Clinic and Hospital, Inc.'s role within Saint Francis Health System, Inc. Acute Psychiatric Care Services: Laureate Psychiatric Clinic and Hospital, Inc. provides needed high quality, cost effective psychiatric care services to the community regardless of any individual's ability to pay. Treatment services include, but are not limited to, evaluation and diagnosis, acute psychiatric care, intermediate and long-term care, and chemical dependency care to residents of Oklahoma; primarily Tulsa and the surrounding areas. Assessment, stabilization, and discharge planning are the main goals of the treatment process. Length of hospitalization varies depending upon diagnosis, age of patient, and severity of illness. In fiscal year 2024, Laureate Psychiatric Clinic and Hospital, Inc. provided 33,152 days of acute patient care and 3,200 admissions. Eating Disorders Program: Laureate Psychiatric Clinic and Hospital, Inc. offers a nationally recognized eating disorders program providing treatment of various eating-related difficulties to patients from around the country. The goals of treatment include managing eating disorders, stabilizing chaotic eating behaviors, developing emotional satisfaction, and heightening awareness of self and relationships with others. Laureate Psychiatric Clinic and Hospital, Inc. provides comprehensive services for adults and adolescents for their full continuity of care, which include the intensive program, residential care, the Magnolia House-transitional program, and the outpatient program. In fiscal year 2024, Laureate Psychiatric Clinic and Hospital, Inc. provided 152 admissions to this program. Laureate Psychiatric Clinic and Hospital, Inc.'s accomplishments include individual physicians providing inpatient/outpatient services. Laureate Psychiatric Clinic and Hospital, Inc. provides evaluation and medicine management through use of physician, nurse practitioner, and physician assistant providers. In addition, Laureate Psychiatric Clinic and Hospital, Inc. offers outpatient mental health therapy through use of non-physician providers such as psychologists, social workers, licensed professional counselors, licensed marital and family therapists, and licensed alcohol and drug counselors. In fiscal year 2024, Laureate Psychiatric Clinic and Hospital, Inc. provided 30,000 physician outpatient visits and 29,000 therapist and PHD visits. Part VI, Line 7 State filing of community benefit report Saint Francis Health System, Inc., which includes Laureate Psychiatric Clinic and Hospital, Inc. publishes a community benefit report in Oklahoma. A written report that is included in an annual issue of the Saint Francis Health System, Inc. magazine "Presence" which is distributed across eastern Oklahoma and to all Saint Francis Health System, Inc. locations for display and pickup to help educate the community on the benefits that Laureate Psychiatric Clinic and Hospital, Inc. and Saint Francis Health System, Inc. provide to the communities we serve in return for our not-for-profit status. The report is also made available to the public on the health system's website. X X X X false true false false false false false false false Cliff A Robertson MD President/CEO/Director 0 1283304 0 768076 0 46793 0 280350 0 20636 0 2399159 0 0 Barry L Stichen Vice President/COO/Director 0 829674 0 752607 0 43113 0 149742 0 25584 0 1800720 0 0 Deborah Dage Treasurer/CFO 0 606928 0 311830 0 39562 0 95706 0 16305 0 1070331 0 0 Michael J Lissau Secretary 0 430742 0 211232 0 39099 0 76140 0 25784 0 782997 0 0 Eric E Schick FORMER TREASURER/CFO 0 0 0 606009 0 0 0 0 0 0 0 606009 0 0 Sailatha Thomas DIRECTOR 0 337851 0 0 0 0 0 21150 0 2500 0 361501 0 0 Scott Moseman MD PHYSICIAN 408316 0 0 0 0 0 21150 0 0 0 429466 0 0 0 Katherine Godwin MD PHYSICIAN 369713 0 0 0 0 0 21150 0 15315 0 406178 0 0 0 Alan Hasegawa MD PHYSICIAN 558262 0 0 0 0 0 21150 0 23223 0 602635 0 0 0 Heather Hall MD PHYSICIAN 399182 0 0 0 0 0 21150 0 17045 0 437377 0 0 0 Jimmie McAdams DO PHYSICIAN 391264 0 0 0 0 0 21150 0 8899 0 421313 0 0 0 Michele Keeling Former Administrator 0 262701 0 152673 0 40351 0 55571 0 17044 0 528340 0 0 Harold Moore Administrator 0 227840 0 45437 0 13883 0 17022 0 9973 0 314155 0 0 Part I, Line 3 Laureate Psychiatric Clinic and Hospital, Inc. is an entity of the Saint Francis Health System, Inc. Saint Francis Health System, Inc.'s compensation committee reviews and approves the compensation of the officers. Part I, Line 4b A select group of highly compensated employees of Saint Francis Health System, Inc., and its related entities, Saint Francis Hospital, Inc., Laureate Psychiatric Clinic and Hospital, Inc., Warren Clinic, Inc., Saint Francis Hospital South, LLC, The Children's Hospital Foundation at Saint Francis, Saint Francis Hospital Vinita, Inc., All Saints Home Medical LLC, and Saint Francis Hospital Muskogee, Inc., are eligible to participate in a nonqualified deferred compensation plan under Section 457(b) and 457(f) of the Internal Revenue Code of 1986, as amended under the economic growth and tax relief reconciliation act of 2001. Note: None of the individuals listed on Schedule J are compensated as board members of the reporting entity. The reported compensation is for services as employees of the reporting entity or related organization. Form 990, Part III, Line 4a STATEMENT OF ACCOMPLISHMENTS Laureate Psychiatric Clinic and Hospital, Inc. is a member of Saint Francis Health System, Inc. The Saint Francis Health System, Inc. is a catholic, not-for-profit health system whose mission is to extend the presence and healing ministry of Christ in all we do. Laureate Psychiatric Clinic and Hospital, Inc.'s accomplishments include individual physicians providing inpatient/outpatient services. Laureate Psychiatric Clinic and Hospital, Inc. provides evaluation and medicine management through use of physician, nurse practitioner, and physician assistant providers. Annually, Laureate Psychiatric Clinic and Hospital, Inc. admits approximately 3,200 patients and provides 54,000 outpatient visits for psychiatric services. Recognition: Laureate Psychiatric Clinic and Hospital was recognized as an award winner by the national healthcare research firm Professional Research Consultants, Inc. (PRC) based on performance in FY2024. These competitive national awards recognize organizations who achieve excellence throughout the year by improving patient experiences based on surveys of their patients. Laureate Psychiatric Clinic and Hospital received a Top Performer Award for its Intensive Outpatient Program. The Top Performer Award recognizes outpatient service lines, inpatient units, and outpatient clinics that score at or above the 100th percentile compared to PRC's national client database. Laureate also won three five-star awards (scores in the top ten percent of the country based on PRC's comparative database) for the following programs: the inpatient adult and crisis stabilization units, as well as five star recognition for the adult inpatient behavioral health program as a whole. Form 990, Part III, Line 4b Acute Psychiatric Care Services: Laureate Psychiatric Clinic and Hospital, Inc. provides needed high quality, cost effective psychiatric care services to the community regardless of any individual's ability to pay. Treatment services include, but are not limited to, evaluation and diagnosis, acute psychiatric care, intermediate and long-term care, and chemical dependency care to residents of Oklahoma; primarily Tulsa and the surrounding areas. Assessment, stabilization, and discharge planning are the main goals of the treatment process. Length of hospitalization varies depending upon diagnosis, age of patient, and severity of illness. In fiscal year 2024, Laureate Psychiatric Clinic and Hospital, Inc. provided 33,152 days of acute patient care and 3,200 admissions. Form 990, Part III, Line 4c Eating Disorders Program: Laureate Psychiatric Clinic and Hospital, Inc. offers a nationally recognized eating disorders program providing treatment of various eating-related difficulties to patients from around the country. The goals of treatment include managing eating disorders, stabilizing chaotic eating behaviors, developing emotional satisfaction, and heightening awareness of self and relationships with others. Laureate Psychiatric Clinic and Hospital, Inc. provides comprehensive services for adults and adolescents for their full continuity of care, which include the intensive program, residential care, the Magnolia House-transitional program, and the outpatient program. In fiscal year 2024, Laureate Psychiatric Clinic and Hospital, Inc. provided 152 admissions to this program. Form 990, Part III, Line 4d LAUREATE PSYCHIATRIC CLINIC AND HOSPITAL, INC.'S ACCOMPLISHMENTS INCLUDE INDIVIDUAL PHYSICIANS PROVIDING INPATIENT/OUTPATIENT SERVICES. LAUREATE PSYCHIATRIC CLINIC AND HOSPITAL, INC. PROVIDES EVALUATION AND MEDICINE MANAGEMENT THROUGH USE OF PHYSICIAN, NURSE PRACTITIONER, AND PHYSICIAN ASSISTANT PROVIDERS. IN ADDITION, LAUREATE PSYCHIATRIC CLINIC AND HOSPITAL, INC. OFFERS OUTPATIENT MENTAL HEALTH THERAPY THROUGH USE OF NON-PHYSICIAN PROVIDERS SUCH AS PSYCHOLOGISTS, SOCIAL WORKERS, LICENSED PROFESSIONAL COUNSELORS, LICENSED MARITAL AND FAMILY THERAPISTS, AND LICENSED ALCOHOL AND DRUG COUNSELORS. IN FISCAL YEAR 2024, LAUREATE PSYCHIATRIC CLINIC AND HOSPITAL, INC. PROVIDED 33,000 PHYSICIAN OUTPATIENT VISITS AND 29,000 THERAPIST VISITS. Form 990, Part V, Line 2b Saint Francis Payroll Services, LLC, EIN 45-0470422, has been authorized to act as a common pay agent under Section 3504 of the Internal Revenue Code for Saint Francis Health System, Inc. effective July 1, 2002, in accordance with revenue procedure 70-6, 1970-1 C.B. 420. Saint Francis Payroll Services, LLC assumed reporting obligations for federal income tax, social security, Medicare withholding tax purposes as well as advance payment of earned income credit for Saint Francis Health System, Inc. and year-end reporting effective July 1, 2002. Form 990, Part V, Line 15 Common Law Employees: Individuals listed as officers of the organization that are paid full time by a related organization are common law employees of Saint Francis Health System, Inc., a separate legal entity. It is the intention of Saint Francis Health System, Inc. and the filing organization to make information accessible and transparent, reporting those Saint Francis Health System, Inc. employees who have officer and key employee responsibilities to the filing organization. Form 990, Part VI, Section A, Line 1a The Organization delegates its governance to the Saint Francis Health System, Inc. Board of Directors. Saint Francis Health System, Inc.'s Board of Directors is comprised of 9 directors, 6 of which are independent. The Board of Trustees, are made up of five individuals, all of which are independent. Form 990, Part VI, Section A, Line 2 Description of relationships Many of the persons listed on Part VII have a "business relationship" with each other by virtue of serving on related Saint Francis Health System, Inc. entity boards and other corporation boards. There are also "family relationships" requiring disclosure. The organization has determined these associations do not present a conflict of interest. Cliff A. Robertson M.D, an officer and director, served on a board outside of Saint Francis Health System, Inc. with another director, William R. Lissau. William K. Warren, Jr., a trustee, is the father of John Kelly C. Warren, a director and chairman of the board, and has a family relationship. William R. Lissau, a director, has business relationships with William K. Warren Jr., a trustee, and John Kelly C. Warren, a director and chairman of the board. William R. Lissau, a director, has a business relationship with William K. Warren, Jr., a trustee. William R. Lissau, a director, is the father of Michael Lissau, an officer, and have a family relationship. Bishop David Konderla, a trustee, serves on other boards outside of Saint Francis Health System, Inc. with William R. Lissau, a director. Form 990, Part VI, Section A, Line 3 The director functions are delegated to the Saint Francis Health System, Inc. board of directors. Form 990, Part VI, Section A, Line 6 The organization has five trustees who elect the board of directors. Form 990, Part VI, Section A, Line 7a The organization has five trustees who elect the board of directors. Form 990, Part VI, Section A, Line 7b The organization delegated authority to Saint Francis Health System, Inc. As such, either the board of directors and a majority of the trustees or unanimous trustee approval is required for the sale of corporate assets valued at $10,000,000 or more. Additionally, the trustees have sole authority to: - amend the certificate of incorporation - approve mergers or consolidations - approve the sale, lease or transfer of all, or substantially all, of the assets of the corporation - the dissolution of corporation - amend the bylaws Form 990, Part VI, Section A, Line 11b The finance committee, a sub-committee of the board of directors of Saint Francis Health System, Inc., has access to the password protected form 990 online prior to filing with the IRS. Form 990, Part VI, Section B, Line 12c A request for information on potential conflicts is solicited annually from Directors, Trustees and all employees that are manager level and above to monitor proposed or ongoing transactions for conflicts of interest and dealing with potential or actual conflicts. The Director, Trustees and Officer/Director with potential conflicts recuse themselves from events that would result in a conflict. Conflicts are regularly disclosed and addressed. Form 990, Part VI, Section B, Line 15a and 15b Compensation of officers and senior level management is reviewed annually and approved by the compensation committee with guidance from independent consultants and the use of comparative data. Form 990, Part VI, Section C, Line 19 These requests are determined on a case-by-case basis. Form 990, Part VII, Section A The hours per week reported on Form 990, Part VII for officers and directors are the hours spent on the filing entity only. The remaining portion of the 40 hours per week of the officers and directors with related compensation is allocated among the entities reported on Schedule R. Form 990, Part XI, Line 9 The other changes in net assets or fund balances of $17,984,342 are made up of equity transfers from/to related parties. Saint Francis Hospital Inc 6600 S Yale Avenue Suite 400 Tulsa OK 74136 730700090 Health Svcs OK 501(c)(3) 3 SFHS true Warren Clinic Inc 6600 S Yale Avenue Suite 400 Tulsa OK 74136 731310891 Health Svcs OK 501(c)(3) 3 SFHS true Saint Francis Health System Inc 6600 S Yale Avenue Suite 400 Tulsa OK 74136 731501972 Health Svcs OK 501(c)(3) 12b Type II NA false Saint Francis Hospital South LLC 6600 S Yale Avenue Suite 400 Tulsa OK 74136 010603214 Health Svcs OK 501(c)(3) 3 SFHS true The Children's Hosp Fdn at Saint francis 6600 S Yale Avenue Suite 400 Tulsa OK 74136 202843418 Health Svcs OK 501(c)(3) 12a Type I SFHS true Laureate Mental Health Corporation PO Box 470372 Tulsa OK 74147 731328882 Funding Hlth OK 501(c)(3) 12c III-FI NA true Laureate Building Corporation PO Box 470372 Tulsa OK 74147 731478020 Holding Co OK 501(c)(2) LMHC true Saint Francis Hospital Muskogee Inc 6600 S Yale Avenue Suite 400 Tulsa OK 74136 814322087 Health Svcs OK 501(c)(3) 3 SFHS true Laureate Institute for Brain Research 6655 S Yale Avenue Tulsa OK 74136 731328881 Medical Rsrch OK 501(c)(3) 4 NA true Saint Francis Hospital Vinita Inc 6600 S Yale Avenue Suite 400 Tulsa OK 74136 813747248 Health Svcs OK 501(c)(3) 3 SFHS true Saint Francis Payroll Services LLC 6600 S Yale Avenue Suite 400 Tulsa OK 74136 450470422 Common Pay Agent OK SFHS C Corp 0 0 true Saint Francis Health System Gen-Prof Lia PO Box 3038 Milwaukee WI 53215 756583874 Self Insurance OK SFHS Trust 0 0 true Xavier Insurance Company Inc 76 St Paul St Ste 500 Burlington VT 054014477 030333599 Captive Insurance VT SFHS C Corp 0 0 true false false true false false false false true false false true true false false true true true true Saint Francis Hospital Inc I 131069 Trans Review Saint Francis Hospital Inc M 2627196 Trans Review Saint Francis Hospital Inc P 106193531 Trans Review Saint Francis Hospital Inc Q 86397064 Trans Review Saint Francis Hospital Inc S 5110818 Trans Review Saint Francis Hospital Muskogee Inc L 135426 Trans Review Saint Francis Hospital Muskogee Inc Q 659184 Trans Review Saint Francis Hospital Vinita Inc P 72404 Trans Review Saint Francis Hospital Vinita Inc Q 223562 Trans Review Warren Clinic Inc M 391887 Trans Review Warren Clinic Inc P 34002489 Trans Review Warren Clinic Inc Q 32629809 Trans Review Saint Francis Hospital Muskogee Inc M 109497 Trans Review Saint Francis Hospital Muskogee Inc P 82031 Trans Review