2025-05-15T09:07:49-05:00 2024-06-30 621517792 PYA P C 2220 SUTHERLAND AVE KNOXVILLE TN 37919 990 2023-07-01 883616696 ERLANGER HEALTH ERLA 4237787000 975 EAST THIRD STREET CHATTANOOGA TN 374032163 LYNN DEJACO EXECUTIVE VICE PRESIDENT AND CFO 4237784780 2025-05-14 1 0 DEBORAH O ERNSBERGER P00364912 8656730844 2023 2025-03-06 01:10:19Z X LYNN DEJACO 975 EAST THIRD STREET CHATTANOOGA TN 374032163 1313153458 0 X WWW.ERLANGER.ORG X 2022 TN TO BE A CENTER OF EXCELLENCE IN PROVIDING HIGH-QUALITY HEALTH CARE. 11 10 7668 658 17179 1142 13039035 1285493925 8932139 5404270 1312869369 0 0 635042774 0 0 613118202 1248160976 64708393 996962018 525057428 471904590 X WE COMPASSIONATELY CARE FOR PEOPLE. 0 0 957865359 1287287881 ERLANGER HEALTH IS A TENNESSEE NON-PROFIT, PUBLIC BENEFIT CORPORATION EXEMPT FROM FEDERAL INCOME TAXES AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. ERLANGER HEALTH AND ITS AFFILIATES OWN AND OPERATE HOSPITALS AND OTHER HEALTH CARE FACILITIES KNOWN AS ERLANGER HEALTH (THE "HEALTH SYSTEM OR "ERLANGER") LOCATED PRIMARILY IN AND NEAR THE CITY OF CHATTANOOGA, TENNESSEE (THE "HOSPITAL FACILITIES"). PRIOR TO JULY 1, 2023, THE HOSPITAL FACILITIES WERE OWNED AND OPERATED BY THE CHATTANOOGA-HAMILTON COUNTY HOSPITAL AUTHORITY. ON JULY 1, 2023, THE HOSPITAL AUTHORITY TRANSFERRED THE HOSPITAL FACILITIES TO THE ERLANGER PURSUANT TO A MISSION AGREEMENT DATED AUGUST 29, 2022 AMONG THE HOSPITAL AUTHORITY, ERLANGER AND HAMILTON COUNTY, TENNESSEE. FOUNDED IN 1889 BY FRENCH NOBLEMAN, BARON FREDERIC EMILE D'ERLANGER, THE HOSPITAL OPENED IN 1899 WITH 72 BEDS. SOON AFTER OPENING, ERLANGER FORMED ONE OF THE STATE'S FIRST NURSING SCHOOLS AND DEVELOPED A PARTNERSHIP WITH CHATTANOOGA MEDICAL COLLEGE, NOW THE UNIVERSITY OF TENNESSEE AT CHATTANOOGA. ERLANGER CONTINUES ITS COMMITMENT TO EXCELLENCE AS AN ACADEMIC MEDICAL CENTER AND PASSION FOR ADVANCING MEDICAL EDUCATION THROUGH A 50 YEAR PARTNERSHIP WITH THE UNIVERSITY OF TENNESSEE HEALTH SCIENCE CENTER COLLEGE OF MEDICINE CHATTANOOGA. THE HEALTH SYSTEM IS THE LARGEST HEALTHCARE PROVIDER IN SOUTHEAST TENNESSEE, TREATING MORE THAN 1,000,000 PEOPLE ANNUALLY. ERLANGER HEALTH EMPLOYS OVER 6,800 PEOPLE IN ORDER TO OPERATE A TOTAL OF 930 LICENSED BEDS. NEARLY 700 VOLUNTEERS PROVIDE OVER 100,000 HOURS OF TIME TO THE HEALTH SYSTEM. THE HEALTH SYSTEM INCLUDES 6 HOSPITAL FACILITIES AND 28 PRIMARY CARE LOCATIONS TO PROVIDE A NUMBER OF SPECIALIZED CLINICAL SERVICES SUCH AS LEVEL I ADULT AND PEDIATRIC TRAUMA, LEVEL IV NEONATOLOGY SERVICES, KIDNEY TRANSPLANTATION, HEPATOBILIARY CANCER TREATMENT, THE COMPREHENSIVE STROKE CENTER OF EXCELLENCE, THE ORTHOPEDIC CENTER OF EXCELLENCE, A REGIONAL CANCER UNIT, OPEN-HEART SURGERY AND NEUROSURGERY, AS WELL AS A FULL-SERVICE CHILDREN'S HOSPITAL, ALL OF WHICH ARE SUPPORTED BY SIX "LIFE FORCE" AIR AMBULANCES COVERING A 100-MILE RADIUS AROUND CHATTANOOGA, TENNESSEE. ERLANGER HAS A MEDICAL STAFF CONSISTING OF ADULT AND PEDIATRIC SUBSPECIALTY PHYSICIANS AND A LARGE PRIMARY CARE NETWORK COVERING THE ERLANGER REGION. THE MEDICAL STAFF CONSISTS OF EMPLOYED PHYSICIANS AND PRIVATE ATTENDING PHYSICIANS MANY OF WHOM HAVE FACULTY APPOINTMENTS WITH UTHSC COLLEGE OF MEDICINE CHATTANOOGA. THE MAJORITY OF SPECIALISTS ARE LOCATED ON ONE OF THE CHATTANOOGA CAMPUSES.ERLANGER HEALTH IS THE REGION'S ONLY SAFETY NET HOSPITAL PROVIDING MEDICALLY NECESSARY HEALTHCARE TO ALL INDIVIDUALS, WHERE NO INDIVIDUALS ARE DENIED NECESSARY MEDICAL CARE, TREATMENT OR SERVICES REGARDLESS OF THE ABILITY TO PAY, INCLUDING CHARITY CARE, SELF-PAY, MEDICARE AND MEDICAID PATIENTS. AT ERLANGER, DIVERSITY IS AN INDISPENSABLE COMPONENT OF HEALTHCARE EXCELLENCE. A COMMITMENT TO DIVERSITY MEANS A COMMITMENT TO THE INCLUSION, WELCOME, AND SUPPORT OF INDIVIDUALS FROM ALL GROUPS, ENCOMPASSING THE VARIOUS CHARACTERISTICS OF PERSONS IN OUR EMPLOYMENT AND COMMUNITY. THESE CHARACTERISTICS INCLUDE RACE, ETHNICITY, NATURAL ORIGIN, GENDER, AGE, SOCIOECONOMIC BACKGROUND, RELIGION, SEXUAL ORIENTATION, AND DISABILITY. AS WE EMBRACE THE POWER OF DIVERSITY, WE WILL PROVIDE OUR STAFF, VISITORS, PATIENTS, AND COMMUNITY WITH AN EXPERIENCE RICH IN OPPORTUNITIES AND PERSPECTIVES TO LEARN FROM EACH OTHER. THROUGH OUR EMPLOYEES, PHYSICIANS, AND CLINICIANS OUR HOSPITAL IS A WELCOMING PLACE FOR ALL AS WE EMBRACE THE POWER OF DIVERSITY. AT ERLANGER HEALTH, OUR VALUES DEFINE WHO WE ARE AND HOW WE ACT AS STAKEHOLDERS, INDIVIDUALLY AND COLLECTIVELY. WE BELIEVE VALUES IN ACTION CREATE THE CULTURE WE DESIRE: EXCELLENCE, RESPECT, LEADERSHIP, ACCOUNTABILITY, NURTURING, GENEROSITY, ETHICS, RECOGNITION. OUR VALUES REPRESENT WHO WE ARE, WHAT WE DO AND OUR ASPIRATIONS FOR THE FUTURE. 957865359 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 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 1 0 0 0 1 365 0 1 7668 1 1 1 0 0 0 0 0 0 0 0 0 1 0 X 11 10 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 1 1 TN X LYNN DEJACO 4237787759 975 EAST THIRD STREET CHATTANOOGA TN 374032163 SHEILA BOYINGTON BOARD CHAIR 1.00 X X 0 0 0 VICKY GREGG BOARD VICE CHAIR 1.00 X X 0 0 0 JEFFREY WOODARD BOARD SECRETARY, CHIEF LEGAL OFFICER 40.00 X X 548984 0 23100 JOHN GERM BOARD MEMBER 1.00 X 0 0 0 WARREN MCEWEN BOARD MEMBER 1.00 X 0 0 0 LEMON WILLIAMS BOARD MEMBER 1.00 X 0 0 0 MITCH MUTTER MD BOARD MEMBER 1.00 X 0 0 0 CHRIS POOLE MD BOARD MEMBER 1.00 X 0 0 0 DEBBIE INGRAM BOARD MEMBER 1.00 X 0 0 0 BARRY LARGE BOARD MEMBER 1.00 X 0 0 0 LINDA MOSS MINES BOARD MEMBER 1.00 1.00 X 0 0 0 JIM COLEMAN PRESIDENT & CEO 40.00 1.00 X 1106967 0 14940 LYNN DEJACO EVP, CFO & TREASURER 40.00 1.00 X 830746 0 13795 GREGG GENTRY EVP, CHIEF ADMINISTRATIVE OFFICER 40.00 X 823866 0 13795 FLOYD CHASSE SVP, CHIEF HR OFFICER 40.00 X 361754 0 8619 WENDY FOURNET EVP, CHIEF ADMINISTRATIVE OFFICER 40.00 X 97635 0 0 ROBERT MALONEY EVP, CHIEF OPERATING OFFICER 40.00 1.00 X 830136 0 21331 TYLER WINKS EVP, CHIEF OPERATING OFFICER 40.00 1.00 X 333817 0 23100 RACHEL HARRIS EVP, CHIEF NURSING OFFICER 40.00 X 475394 0 10062 MARTHA ARVIN VP, CHIEF COMPLIANCE & PRIVACY OFFICER 40.00 X 362728 0 14940 DAVID GARRETT SVP & CHIEF INFORMATION OFFICER 40.00 X 547436 0 12641 CHARLES WOODS CEO, TCTCH 40.00 X 438359 0 0 STEVEN BURKETT VP OF STRATEGY & BUSINESS DEVELOPMENT 40.00 X 377528 0 14940 JENSEN HYDE CHIEF MEDICAL OFFICER - VP 40.00 X 369235 0 0 JEANNA ADLER VP CORPORATE FINANCE 40.00 1.00 X 350948 0 14940 PETER DEVERSA CORP MEDICAL DIR REVENUE INTEGRITY 40.00 X 331358 0 7096 MISTY BRACKETT VP REVENUE CYCLE 40.00 X 324135 0 23100 TRACI JENNINGS VP OPERATIONS 40.00 X 290277 0 21331 ADAM ROYER VP OPERATIONS 40.00 X 288613 0 0 ADAM CAMPBELL SVP CHF QLTY & PT SAFETY OFFICER 40.00 X 282962 0 13795 MERIDITH OKEEFE SVP ERLANGER MEDICAL GROUP 40.00 X 274776 0 0 JESSE DOTY PHYSICIAN 40.00 X 2183614 0 0 DANIEL KUETER PHYSICIAN 40.00 X 2103633 0 21331 MATTHEW HIGGINS PHYSICIAN 40.00 X 1791537 0 21331 JOSEPH MILLER PHYSICIAN 40.00 X 1731712 0 23100 PETER BOEHM PHYSICIAN 40.00 X 1723334 0 21331 19181484 0 338618 522 0 1 0 SURGICAL MANAGEMENT PARTNERS LLC 979 EAST 3RD STREET SUITE C-320 CHATTANOOGA TN 37403 STAFF MANAGEMENT 7229693 UNIVERSITY SURGICAL ASSOCIATES PLLC 979 EAST 3RD STREET SUITE 300 CHATTANOOGA TN 37403 SURGICAL SERVICES 5816545 TENNESSEE INTERVENTIONAL & IMAGING ASSOC 979 EAST 3RD STREET BOX 376 CHATTANOOGA TN 37403 RADIOLOGY SERVICES 4546063 REGIONAL OBSTETRICAL CONSULTANTS PC 902 MCCALLIE AVENUE CHATTANOOGA TN 37403 OBSTETRICAL SERVICES 4445932 THE JOHNSON GROUP 436 MARKET STREET CHATTANOOGA TN 37402 MARKETING SERVICES 3121660 89 3851305 9079330 108400 13039035 PATIENT SERVICE REVENUE 621400 1204246242 1204246242 OPERATING REVENUE 524292 54372393 54372393 OTHER OPERATING REVENUE 900099 26875290 26875290 1285493925 9216228 9216228 3593135 0 3593135 3593135 3593135 119859 164230 -119859 -164230 -284089 -284089 INCOME FROM PASSTHROUGH INVESTMEN 900003 1305172 1305172 INCOME FROM CYBERKNIFE OF CHATTAN 900003 488784 488784 INCOME FROM SUPPLY SALES 456199 17179 17179 1811135 1312869369 1287287881 17179 12525274 X 6319463 4725694 1593769 526609825 393798827 132810998 69978708 52330078 17648630 32134778 24030387 8104391 4135372 3092431 1042941 213122 159373 53749 1889014 1412605 476409 223893101 167427261 56465840 3360750 2513169 847581 28094479 21009051 7085428 263966 197394 66572 11893586 8894024 2999562 47040353 35176776 11863577 9167674 6855587 2312087 SUPPLIES 170679801 127634355 43045446 DRUG SUPPLIES 97107777 97107777 LICENSES AND FEES 7510577 5616409 1894168 PROFESSIONAL EDUCATION 3036359 2270589 765770 4832271 3613572 1218699 1248160976 957865359 290295617 0 197451026 208994029 182911405 19878505 15555134 938402020 671250171 0 267151849 0 105020070 0 996962018 154686906 2903591 153082329 0 214384602 0 525057428 X 469894352 2010238 0 471904590 0 996962018 X 64708393 1692003 -1889014 407393208 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 26386 26386 0 PART II-B, LINE 1: IN FURTHERANCE OF ITS EXEMPT PURPOSE TO BE A CENTER OF EXCELLENCE IN PROVIDING HIGH-QUALITY HEALTH CARE AND ITS COMMITMENT TO THE HEALTH AND WELLNESS OF OUR COMMUNITY, ERLANGER HEALTH PAYS MEMBERSHIP DUES TO PROFESSIONAL AND TRADE ASSOCIATIONS SUCH AS THE TENNESSEE HOSPITAL ASSOCIAITON. A PORTION OF THESE DUES IS DESIGNATED FOR LOBBYING ACTIVITIES BY THESE ORGANIZATIONS. 11099596 11099596 301140263 207421799 93718464 20440458 17496025 2944433 602996234 446332347 156663887 2725469 2725469 267151849 EQUITY INVESTMENTS 2833865 RIGHT OF USE LEASES, OPERATING (NET) 44777499 RIGHT OF USE LEASES, FINANCING (NET) 10657586 DUE FROM AFFILIATES 39344119 ASSETS LIMITED AS TO USE 4946486 OTHER LONG TERM ASSETS 2460515 105020070 CURRENT PORTION OF LONG TERM DEBT 886666 CURRENT PORTION OF FINANCE LEASE LIABILITY 3408390 CURRENT PORTION OF OPERATING LEASE LIABILITY 7319234 OTHER LONG TERM LIABILITIES 29853692 LONG TERM DEBT 84246667 FINANCE LEASE LIABILITY, LONG TERM 10034957 OPERATING LEASE LIABILITY, LONG TERM 37909602 ESTIMATED SELF-INSURANCE LIABILITIES 6340130 PENSION LIABILITY 34385264 214384602 X PART X, LINE 2: EMC, BLEDSOE, AND EWCH ARE CLASSIFIED AS ORGANIZATIONS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AS SUCH, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. AHC AND THE HEALTH CENTERS ARE EXEMPT FROM INCOME TAXES AS THEY QUALIFY FOR EXEMPTION FROM FEDERAL INCOME TAXES PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 115 AS AN INSTRUMENTALITY OF THE STATE OF TENNESSEE. CYBERKNIFE AND CONTINUCARE ARE TAXABLE ENTITIES AND ACCOUNT FOR INCOME TAXES IN ACCORDANCE WITH THE FASB ASC 740, INCOME TAXES (ASC 740). AT JUNE 30, 2024, MANAGEMENT DOES NOT BELIEVE ERLANGER HEALTH HOLDS ANY UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE UNDER ASC 740. IT IS ERLANGER HEALTH'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO INCOME TAX MATTERS AS AN OPERATING EXPENSE. 1 1 X 1 X 250.000000000000 0 1 1 0 0 59369614 59369614 0.04760 237237029 149202541 88034488 0.07050 3208225 2900410 307815 0.00020 299814868 152102951 147711917 0.11830 29551572 12740818 16810754 0.01350 17196 17196 29568768 12758014 16810754 0.01350 329383636 164860965 164522671 0.13180 3628 63131 63131 0.00010 1000 16592 16592 0.00000 12610 73003 73003 0.00010 17238 152726 152726 0.00020 1 335022127 47915879 553127221 927983792 -374856571 X 1 1 8 1 ERLANGER MEDICAL CENTER 975 E 3RD STREET CHATTANOOGA TN 37403 HTTPS://WWW.ERLANGER.ORG/ 140 X X X X A 2 ERLANGER EAST HOSPITAL 1751 GUNBARREL ROAD CHATTANOOGA TN 37421 HTTPS://WWW.ERLANGER.ORG/LOCATIONS/ERL 140 X X X X A 3 CHILDREN'S HOSPITAL AT ERLANGER 910 BLACKFORD ST CHATTANOOGA TN 37403 HTTPS://WWW.ERLANGER.ORG/CHILDRENS-HEA 140 X X X X X A 4 ERLANGER NORTH HOSPITAL 632 MORRISON SPRINGS RD CHATTANOOGA TN 37415 HTTPS://WWW.ERLANGER.ORG/LOCATIONS/ERL 140 X X X A 5 ERLANGER SEQUATCHIE VALLEY EMERGENCY DEPARTMENT 16931 RANKIN AVE DUNLAP TN 37327 HTTPS://WWW.ERLANGER.ORG/LOCATIONS/ERL 5 X X A 6 ERLANGER BLEDSOE 71 WHEELERTOWN AVE PIKEVILLE TN 37367 HTTPS://WWW.ERLANGER.ORG/LOCATIONS/ERL 5 X X X X A 7 ERLANGER BEHAVIORAL HEALTH HOSPITAL 804 N HOLTZCLAW AVE CHATTANOOGA TN 37404 HTTPS://WWW.ERLANGERBH.COM/ L000000035551 X X A 8 ERLANGER BEHAVIORAL HEALTH NORTH 632 MORRISON SPRINGS RD CHATTANOOGA TN 37415 HTTPS://WWW.ERLANGERBH.COM/ L000000035552 X X A FACILITY REPORTING GROUP - A 0 1 1 X X X X X X X X X 22 1 1 0 1 X SEE STATEMENTS X 1 22 1 HTTPS://WWW.ERLANGER.ORG/ABOUT-US/COMMUNITY-IMPACT 0 1 X 250.000000000000 0.000000000000 X X X X X X X 1 1 X X X X 1 X SEE STATEMENTS X SEE STATEMENTS X SEE STATEMENTS X X X X X X X 1 X 0 X X X X 1 X 0 0 PART V, SECTION B FACILITY REPORTING GROUP A FACILITY REPORTING GROUP A CONSISTS OF: - FACILITY 1: ERLANGER MEDICAL CENTER, - FACILITY 2: ERLANGER EAST HOSPITAL, - FACILITY 3: CHILDREN'S HOSPITAL AT ERLANGER, - FACILITY 4: ERLANGER NORTH HOSPITAL, - FACILITY 5: ERLANGER SEQUATCHIE VALLEY EMERGENCY DEPARTMEN, - FACILITY 6: ERLANGER BLEDSOE, - FACILITY 7: ERLANGER BEHAVIORAL HEALTH HOSPITAL, - FACILITY 8: ERLANGER BEHAVIORAL HEALTH NORTH GROUP A-FACILITY 2 -- ERLANGER MEDICAL CENTER PART V, SECTION B, LINE 7D: THE CHNA IS AVAILABLE AT THE FOLLOWING URL:HTTPS://WWW.ERLANGER.ORG/ABOUT-US/COMMUNITY-IMPACT GROUP A-FACILITY 2 -- ERLANGER MEDICAL CENTER PART V, SECTION B, LINE 16J: REGISTRATION PERSONNEL REFER UNINSURED AND/OR LOW-INCOME PATIENTS TO FINANCIAL COUNSELORS TO DISCUSS THE POLICY.THE FAP, FAP APPLICATION, AND THE FAP PLAIN LANGUAGE SUMMARY CAN BE FOUND AT THE FOLLOWING URL:HTTPS://WWW.ERLANGER.ORG/FAP GROUP A-FACILITY 3 -- ERLANGER EAST HOSPITAL PART V, SECTION B, LINE 7D: THE CHNA IS AVAILABLE AT THE FOLLOWING URL:HTTPS://WWW.ERLANGER.ORG/ABOUT-US/COMMUNITY-IMPACT GROUP A-FACILITY 3 -- ERLANGER EAST HOSPITAL PART V, SECTION B, LINE 16J: REGISTRATION PERSONNEL REFER UNINSURED AND/OR LOW-INCOME PATIENTS TO FINANCIAL COUNSELORS TO DISCUSS THE POLICY.THE FAP, FAP APPLICATION, AND THE FAP PLAIN LANGUAGE SUMMARY CAN BE FOUND AT THE FOLLOWING URL:HTTPS://WWW.ERLANGER.ORG/FAP GROUP A-FACILITY 4 -- CHILDREN'S HOSPITAL AT ERLANGER PART V, SECTION B, LINE 7D: THE CHNA IS AVAILABLE AT THE FOLLOWING URL:HTTPS://WWW.ERLANGER.ORG/ABOUT-US/COMMUNITY-IMPACT GROUP A-FACILITY 4 -- CHILDREN'S HOSPITAL AT ERLANGER PART V, SECTION B, LINE 16J: REGISTRATION PERSONNEL REFER UNINSURED AND/OR LOW-INCOME PATIENTS TO FINANCIAL COUNSELORS TO DISCUSS THE POLICY.THE FAP, FAP APPLICATION, AND THE FAP PLAIN LANGUAGE SUMMARY CAN BE FOUND AT THE FOLLOWING URL:HTTPS://WWW.ERLANGER.ORG/FAP GROUP A-FACILITY 5 -- ERLANGER NORTH HOSPITAL PART V, SECTION B, LINE 7D: THE CHNA IS AVAILABLE AT THE FOLLOWING URL:HTTPS://WWW.ERLANGER.ORG/ABOUT-US/COMMUNITY-IMPACT GROUP A-FACILITY 5 -- ERLANGER NORTH HOSPITAL PART V, SECTION B, LINE 16J: REGISTRATION PERSONNEL REFER UNINSURED AND/OR LOW-INCOME PATIENTS TO FINANCIAL COUNSELORS TO DISCUSS THE POLICY.THE FAP, FAP APPLICATION, AND THE FAP PLAIN LANGUAGE SUMMARY CAN BE FOUND AT THE FOLLOWING URL:HTTPS://WWW.ERLANGER.ORG/FAP GROUP A-FACILITY 6 -- ERLANGER SEQUATCHIE VALLEY EMERGENCY DEP PART V, SECTION B, LINE 7D: THE CHNA IS AVAILABLE AT THE FOLLOWING URL:HTTPS://WWW.ERLANGER.ORG/ABOUT-US/COMMUNITY-IMPACT GROUP A-FACILITY 6 -- ERLANGER SEQUATCHIE VALLEY EMERGENCY DEP PART V, SECTION B, LINE 16J: REGISTRATION PERSONNEL REFER UNINSURED AND/OR LOW-INCOME PATIENTS TO FINANCIAL COUNSELORS TO DISCUSS THE POLICY.THE FAP, FAP APPLICATION, AND THE FAP PLAIN LANGUAGE SUMMARY CAN BE FOUND AT THE FOLLOWING URL:HTTPS://WWW.ERLANGER.ORG/FAP GROUP A-FACILITY 7 -- ERLANGER BLEDSOE PART V, SECTION B, LINE 7D: THE CHNA IS AVAILABLE AT THE FOLLOWING URL:HTTPS://WWW.ERLANGER.ORG/ABOUT-US/COMMUNITY-IMPACT GROUP A-FACILITY 7 -- ERLANGER BLEDSOE PART V, SECTION B, LINE 16J: REGISTRATION PERSONNEL REFER UNINSURED AND/OR LOW-INCOME PATIENTS TO FINANCIAL COUNSELORS TO DISCUSS THE POLICY.THE FAP, FAP APPLICATION, AND THE FAP PLAIN LANGUAGE SUMMARY CAN BE FOUND AT THE FOLLOWING URL:HTTPS://WWW.ERLANGER.ORG/FAP GROUP A-FACILITY 8 -- ERLANGER BEHAVIORAL HEALTH HOSPITAL PART V, SECTION B, LINE 7D: THE CHNA IS AVAILABLE AT THE FOLLOWING URL:HTTPS://WWW.ERLANGER.ORG/ABOUT-US/COMMUNITY-IMPACT GROUP A-FACILITY 8 -- ERLANGER BEHAVIORAL HEALTH HOSPITAL PART V, SECTION B, LINE 16J: BEHAVIORAL HEALTH PERSONNEL SHARE FINANCIAL ASSISTANCE INFORMATION WITH ALL PATIENTS AT ADMISSION AND PRIOR TO DISCHARGE. AREA COMMUNITY PARTNERS ARE ALSO AWARE OF FAP AND REGULARLY REFER PATIENTS. REGISTRATION PERSONNEL REFER UNINSURED AND/OR LOW-INCOME PATIENTS TO FINANCIAL COUNSELORS TO DISCUSS THE POLICY.THE FAP, FAP APPLICATION, AND THE FAP PLAIN LANGUAGE SUMMARY CAN BE FOUND AT THE FOLLOWING URL:HTTPS://WWW.ERLANGERBH.COM/ADMISSIONS/INSURANCE-PAYMENT/ GROUP A-FACILITY 9 -- ERLANGER BEHAVIORAL HEALTH NORTH PART V, SECTION B, LINE 7D: THE CHNA IS AVAILABLE AT THE FOLLOWING URL:HTTPS://WWW.ERLANGER.ORG/ABOUT-US/COMMUNITY-IMPACT GROUP A-FACILITY 9 -- ERLANGER BEHAVIORAL HEALTH NORTH PART V, SECTION B, LINE 16J: BEHAVIORAL HEALTH PERSONNEL SHARE FINANCIAL ASSISTANCE INFORMATION WITH ALL PATIENTS AT ADMISSION AND PRIOR TO DISCHARGE. AREA COMMUNITY PARTNERS ARE ALSO AWARE OF FAP AND REGULARLY REFER PATIENTS. REGISTRATION PERSONNEL REFER UNINSURED AND/OR LOW-INCOME PATIENTS TO FINANCIAL COUNSELORS TO DISCUSS THE POLICY.THE FAP, FAP APPLICATION, AND THE FAP PLAIN LANGUAGE SUMMARY CAN BE FOUND AT THE FOLLOWING URL:HTTPS://WWW.ERLANGERBH.COM/ADMISSIONS/INSURANCE-PAYMENT/ GROUP A-FACILITY 1 -- ALL HOSPITALS PART V, SECTION B, LINE 2: PRIOR TO JULY 1, 2023, THE HOSPITAL FACILITIES WERE OWNED AND OPERATED BY THE CHATTANOOGA-HAMILTON COUNTY HOSPITAL AUTHORITY. ON JULY 1, 2023, THE HOSPITAL AUTHORITY TRANSFERRED THE HOSPITAL FACILITIES TO THE ERLANGER PURSUANT TO A MISSION AGREEMENT DATED AUGUST 29, 2022 AMONG THE HOSPITAL AUTHORITY, ERLANGER AND HAMILTON COUNTY, TENNESSEE. GROUP A-FACILITY 1 -- ALL HOSPITALS PART V, SECTION B, LINE 5: WITH A SAMPLE OF 700 RANDOMLY SELECTED PARTICIPANTS, ERLANGER'S RESEARCH HAS A CONFIDENCE INTERVAL OF 3.7% AT THE 95% CONFIDENCE LEVEL. THE RESEARCH INCLUDED A WIDE AND REPRESENTATIVE RANGE OF AGES, COUNTIES, LIVING CONDITIONS, INCOME LEVELS, RACES, ETHNICITIES, AND EDUCATIONAL LEVELS. MEMBERS OF THE CHNA COMMITTEE TOOK THE LEAD TO IDENTIFY AND RECRUIT A DIVERSE MIX OF COMMUNITY LEADERS AND REPRESENTATIVES OF PUBLIC HEALTH AND ALLIED HEALTH GROUPS TOPARTICIPATE IN SIX TOWN HALL FOCUS GROUPS THAT LASTED APPROXIMATELY TWO HOURS EACH. GROUP A-FACILITY 1 -- ALL HOSPITALS PART V, SECTION B, LINE 6A: ERLANGER WESTERN CAROLINA HOSPITALERLANGER BLEDSOEDODSON AVENUE COMMUNITY HEALTH CENTER GROUP A-FACILITY 1 -- ALL HOSPITALS PART V, SECTION B, LINE 7D: THE CHNA IS AVAILABLE AT THE FOLLOWING URL:HTTPS://WWW.ERLANGER.ORG/ABOUT-US/COMMUNITY-IMPACT GROUP A-FACILITY 1 -- ALL HOSPITALS PART V, SECTION B, LINE 11: ERLANGER HEALTH LEASED ERLANGER NORTH HOSPITAL FACILITY TO ACADIA HEALTH, ADDING 48 INPATIENT BEHAVIORAL HEALTH BEDS TO THE SERVICE AREA, CREATED NEW PSYCHIATRY / BEHAVIORAL HEALTH SERVICE LINE WHICH INCLUDES 2 FULL TIME PSYCHIATRISTS (1 PEDIATRIC) AND 2 LICENSED COUNSELORS. CURRENTLY DEVELOPING A TRANSITIONAL CARE CLINIC FOR AMBULATORY CARE. PHASE I OF DEVELOPMENT FOR NEW GRADUATE MEDICAL RESIDENCY PROGRAM IS CURRENTLY IN PROCESS. THIS WILL BE A MULTI-YEAR DEVELOPMENT EFFORT WITH THE UNIVERSITY OF TENNESSEE COLLEGE OF MEDICINE. HOWEVER, FUTURE CIRCUMSTANCES BEYOND ERLANGER'S CONTROL MAY INFLUENCE ULTIMATE IMPLEMENTATION. OVER THE LAST 2 FY'S (2023 & 2024), ERLANGER HAS RECRUITED 65 PROVIDERS WHICH INCLUDE 18 PHYSICIANS & 47 MID-LEVEL PROVIDERS. ERLANGER CASE MANAGEMENT DEPARTMENT HIRED APPROXIMATELY 8 NEW SOCIAL WORKERS OVER THE LAST 2 YEARS. ERLANGER QUALITY & POPULATION HEALTH DEPARTMENT HAS 10 PATIENT CENTERED MEDICAL HOME CARE COORDINATORS, 4 OF WHICH CONCENTRATE SOLELY ON PATIENTS WITH CHRONIC CONDITIONS. ERLANGER CONDUCTED OVER 400 EDUCATION EVENTS FOR COMMUNITY GROUPS IN REGIONAL SERVICE AREA (PRIMARY SERVICE AREA & SECONDARY SERVICE AREA) DURING CY 2024. GROUP A-FACILITY 1 -- ALL HOSPITALS PART V, SECTION B, LINE 13B: ERLANGER RESERVES THE RIGHT TO EXTEND FINANCIAL ASSISTANCE TO INDIVIDUALS OUTSIDE OF THE GUIDELINES IDENTIFIED ABOVE, INCLUDING EXPANDING THE MEDICAL SERVICES COVERED, EXTENDING THE TIME PERIOD TO APPLY FOR FINANCIAL ASSISTANCE OR OFFERING FINANCIAL ASSISTANCE TO THOSE WHOM PAYMENT OF MEDICAL DEBT WOULD BE A PARTICULAR HARDSHIP, DESPITE HAVING FAMILY INCOME ABOVE 200% (OR 250%, AS APPLICABLE) OF THE FPG. ANY SUCH EXTENSION OF FINANCIAL ASSISTANCE IS WITHIN THE DISCRETION OF THE VICE PRESIDENT OF REVENUE CYCLE OR HIS OR HER DESIGNEE; HOWEVER, SUCH DISCRETION SHALL NOT BE USED TO DISCRIMINATE AGAINST PERSONS ON THE BASIS OF RACE, COLOR, NATIONAL ORIGIN, RELIGION, SEX, GENDER IDENTITY (INCLUDING GENDER EXPRESSION), SEXUAL ORIENTATION, DISABILITY, AGE OR POLITICAL BELIEFS. GROUP A-FACILITY 1 -- ALL HOSPITALS PART V, SECTION B, LINE 13H: SOUTHERN TENNESSEE PROJECT ACCESS QUALIFICATION: TN SELF-PAY DISCOUNT (UNINSURED). GROUP A-FACILITY 1 -- ALL HOSPITALS PART V, SECTION B, LINE 16J: BEHAVIORAL HEALTH PERSONNEL SHARE FINANCIAL ASSISTANCE INFORMATION WITH ALL PATIENTS AT ADMISSION AND PRIOR TO DISCHARGE. AREA COMMUNITY PARTNERS ARE ALSO AWARE OF FAP AND REGULARLY REFER PATIENTS. REGISTRATION PERSONNEL REFER UNINSURED AND/OR LOW-INCOME PATIENTS TO FINANCIAL COUNSELORS TO DISCUSS THE POLICY.THE FAP, FAP APPLICATION, AND THE FAP PLAIN LANGUAGE SUMMARY CAN BE FOUND AT THE FOLLOWING URL:HTTPS://WWW.ERLANGER.ORG/FAPFOR BEHAVIORAL HEALTH: WWW.ERLANGERBH.COM/ADMISSIONS/INSURANCE-PAYMENT FORM 990, SCHEDULE H, PART V, FAP DISCLOSURE DISCLOSURE BY ERLANGER HEALTH SYSTEM FOR ERLANGER BEHAVIORAL HEALTH, LLCOCTOBER 2024THIS DISCLOSURE OF ERRORS/OMISSIONS IS MADE PURSUANT TO REV. PROC. 2015-21. ON MARCH 1, 2018, CHATTANOOGA-HAMILTON COUNTY HOSPITAL AUTHORITY D/B/A ERLANGER HEALTH SYSTEM, A TENNESSEE NONPROFIT CORPORATION PROVIDING LICENSED HOSPITAL SERVICES ("OLD ERLANGER"), AND ACADIA CHATTANOOGA HOLDINGS, LLC, A TENNESSEE LIMITED LIABILITY COMPANY, ENTERED INTO A JOINT VENTURE TO PROVIDE LICENSED BEHAVIORAL HEALTH HOSPITAL SERVICES THROUGH ERLANGER BEHAVIORAL HEALTH, LLC, A TENNESSEE LIMITED LIABILITY COMPANY ("BEHAVIORAL LLC"). BEHAVIORAL LLC IS SUBJECT TO CODE SECTION 501(R) BECAUSE IT PROVIDES TENNESSEE LICENSED HOSPITAL SERVICES. IN 2018, BEHAVIORAL LLC ADOPTED OLD ERLANGER'S CHARITY CARE POLICY/FINANCIAL ASSISTANCE POLICY (THE "OLD BEHAVIORAL LLC FAP") TO FURTHER THE CHARITABLE PURPOSES OF ITS TAX-EXEMPT MEMBER, OLD ERLANGER, PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND REV. RUL. 2004-51. ON JULY 1, 2023, ERLANGER HEALTH, A TENNESSEE NONPROFIT CORPORATION ("NEW ERLANGER"), ACQUIRED SUBSTANTIALLY ALL THE ASSETS OF OLD ERLANGER, INCLUDING OLD ERLANGER'S MEMBERSHIP INTEREST IN BEHAVIORAL LLC (THE "TRANSACTION"). OLD ERLANGER DID NOT HISTORICALLY FILE FORM 990S BECAUSE IT WAS A POLITICAL INSTRUMENTALITY WHICH WAS GRANTED A WAIVER OF FORM 990 FILING REQUIREMENTS PURSUANT TO REV. PROC. 95-48. IN MARCH 2023, IN CONNECTION WITH DUE DILIGENCE FOR THE TRANSACTION, BEHAVIORAL LLC DISCOVERED THE ERRORS/OMISSIONS DESCRIBED BELOW REGARDING THE OLD BEHAVIORAL LLC FAP AS APPLIED BY BEHAVIORAL LLC. THE ERRORS/OMISSIONS OCCURRED VARIOUSLY FROM 2018 TO 2023. ON OR ABOUT JULY 13, 2023, BEHAVIORAL LLC ADOPTED A NEW REMEDIAL FAP ("NEW BEHAVIORAL LLC FAP"), A PLAIN LANGUAGE SUMMARY OF THE FAP ("PLS"), AND A FAP APPLICATION FORM SPECIFIC TO THE BEHAVIORAL LLC FACILITY. HOWEVER, UPON SUBSEQUENT EXTERNAL REVIEW BY LEGAL COUNSEL, BEHAVIORAL LLC IDENTIFIED ISOLATED ERRORS/OMISSIONS IN THE NEW BEHAVIORAL LLC FAP DESCRIBED BELOW. THE ERRORS/OMISSIONS OCCURRED AT BEHAVIORAL LLC'S HOSPITAL FACILITY. BECAUSE BEHAVIORAL LLC EMPLOYEES MEET INDIVIDUALLY WITH BEHAVIORAL LLC PATIENTS AFTER ADMISSION AND AGAIN PRIOR TO DISCHARGE TO DISCUSS OUT OF POCKET COSTS, PAYMENT PLANS, AND FINANCIAL ASSISTANCE, PROVIDING A FAP APPLICATION WHICH CONTAINS THE APPROPRIATE CONTACT INFORMATION, BEHAVIORAL LLC DOES NOT BELIEVE THAT ANY INDIVIDUALS WERE AFFECTED BY THESE ERRORS/OMISSIONS OR THAT ANY DOLLAR AMOUNT WAS INVOLVED. WHILE THE CONTENT OF THE FAP DID NOT INCLUDE ALL REQUIRED DISCLOSURES, THE FAP APPLICATION WAS CONSISTENTLY APPLIED, AND BEHAVIORAL LLC DOES NOT ENGAGE IN ANY EXTRAORDINARY COLLECTION ACTIONS.THE FOLLOWING ERRORS/OMISSIONS WERE DISCOVERED REGARDING THE OLD BEHAVIORAL LLC FAP AS APPLIED IN BEHAVIORAL LLC FROM 2018 TO 2023: THE FAP DID NOT INCLUDE THE METHOD USED TO DETERMINE AMOUNTS GENERALLY BILLED ("AGB") OR STATE THE PERCENTAGE USED TO DETERMINE AGB OR PROVIDE INFORMATION ON HOW THE PUBLIC CAN OBTAIN SUCH INFORMATION (PERCENTAGE AND CALCULATION) IN WRITING FREE OF CHARGE. HOWEVER, BEHAVIORAL LLC DID NOT BELIEVE IT WAS NECESSARY TO INCLUDE THE METHOD OR PERCENTAGE USED TO DETERMINE AGB BECAUSE BEHAVIORAL LLC WOULD NEVER CHARGE AN INDIVIDUAL WHO WAS APPROVED FOR FINANCIAL ASSISTANCE, SINCE COVERED CARE WOULD BE WRITTEN OFF IN FULL, AFTER EXHAUSTION OF ALL OTHER PAYMENT SOURCES. THE FAP DID NOT PROVIDE THE CONTACT INFORMATION (PHYSICAL ADDRESS AND TELEPHONE NUMBER) OF FINANCIAL ADVOCATES AND DEPARTMENT WHERE THE APPLICATION AND ADDITIONAL INFORMATION CAN BE REQUESTED. THE FAP DID NOT INCLUDE THE TIME FRAMES IN TAKING THE COLLECTIONS ACTIONS DESCRIBED IN THE FAP. THE FAP DID NOT IDENTIFY THE OFFICE/DEPARTMENT/COMMITTEE RESPONSIBLE FOR DETERMINING THAT THE FACILITY HAS MADE REASONABLE EFFORTS TO DETERMINE WHETHER AN INDIVIDUAL IS FAP-ELIGIBLE AND MAY THEREFORE ENGAGE IN ECAS AGAINST THE INDIVIDUAL. THE FAP STATED "ERLANGER HEALTH SYSTEM" WILL DETERMINE THIS. THE FAP DID NOT INCLUDE OR REFERENCE A LIST OF PROVIDERS, OTHER THAN THE HOSPITAL FACILITY ITSELF, DELIVERING EMERGENCY OR OTHER MEDICALLY NECESSARY CARE IN THE HOSPITAL FACILITY THAT SPECIFIES WHICH PROVIDERS ARE COVERED BY THE HOSPITAL FACILITY'S FAP AND WHICH ARE NOT. THE FAP, PLS, AND FAP APPLICATION FORM WERE NOT WIDELY AVAILABLE ON THE BEHAVIORAL LLC WEBSITE. BEHAVIORAL LLC DID NOT OFFER A PAPER COPY OF THE PLS TO PATIENTS AS PART OF THE INTAKE OR DISCHARGE PROCESS. BEHAVIORAL LLC DID NOT INFORM PATIENTS IN WRITING THAT THEIR APPLICATION WAS MISSING DOCUMENTATION OR THAT THEY WERE DENIED FINANCIAL ASSISTANCE; RATHER THEY INFORMED INDIVIDUALS OVER THE PHONE. BEHAVIORAL LLC'S BILLING STATEMENTS DID NOT CONTAIN A CONSPICUOUS WRITTEN NOTICE THAT NOTIFIED THE RECIPIENTS ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE AND INCLUDED THE TELEPHONE NUMBER OF THE HOSPITAL FACILITY OFFICE OR DEPARTMENT THAT CAN PROVIDE INFORMATION ABOUT THE FAP AND FAP APPLICATION PROCESS AND THE DIRECT WEBSITE ADDRESS WHERE COPIES OF THE FAP, FAP APPLICATION FORM, AND PLS MAY BE OBTAINED. BEHAVIORAL LLC'S ADMISSIONS AREAS DID NOT CONTAIN CONSPICUOUS PUBLIC DISPLAYS OR POSTERS INFORMING PATIENTS ABOUT THE FAP. BEHAVIORAL LLC DID NOT OFFER SPANISH TRANSLATIONS OF THE FAP, PLS, AND FAP APPLICATION FORM.THE FOLLOWING ERRORS/OMISSIONS WERE DISCOVERED REGARDING THE NEW BEHAVIORAL LLC FAP AS APPLIED IN BEHAVIORAL LLC FROM 2023 TO 2024: THE FAP DID NOT INCLUDE THE METHOD USED TO DETERMINE AMOUNTS GENERALLY BILLED ("AGB") OR STATE THE PERCENTAGE USED TO DETERMINE AGB OR PROVIDE INFORMATION ON HOW THE PUBLIC CAN OBTAIN SUCH INFORMATION (PERCENTAGE AND CALCULATION) IN WRITING FREE OF CHARGE. THE NEW BEHAVIORAL LLC FAP STATES, "[B]ECAUSE COVERED CARE WILL BE WRITTEN OFF IN FULL, AFTER EXHAUSTION OF ALL OTHER PAYMENT SOURCES, AN INDIVIDUAL WHO HAS BEEN APPROVED FOR FINANCIAL ASSISTANCE WILL NEVER PAY MORE THAN THE AMOUNTS GENERALLY BILLED, WHETHER DETERMINED USING THE LOOK-BACK METHOD OR THE PROSPECTIVE METHOD." NEVERTHELESS, PROSPECTIVELY, BEHAVIORAL LLC HAS OR WILL CHOOSE AN AGB METHOD PERMISSIBLE UNDER CODE SECTION 501(R)(4) AND INCLUDE THE AGB METHOD CHOSEN IN ITS FAP FROM TIME TO TIME AS REQUIRED. THE FAP DOES NOT INCLUDE OR REFERENCE A LIST OF PROVIDERS, OTHER THAN THE HOSPITAL FACILITY ITSELF, DELIVERING EMERGENCY OR OTHER MEDICALLY NECESSARY CARE IN THE HOSPITAL FACILITY THAT SPECIFIES WHICH PROVIDERS ARE COVERED BY THE HOSPITAL FACILITY'S FAP AND WHICH ARE NOT.BEHAVIORAL LLC HAS CORRECTED THE AFOREMENTIONED ERRORS/OMISSIONS IN ITS FAP. THIS WRITTEN DISCLOSURE IS ATTACHED TO NEW ERLANGER'S CURRENT FORM 990 AND POSTED ON THE WEBSITE OF BEHAVIORAL LLC AS REQUIRED BY REV. PROC. 2015-21, BECAUSE OLD ERLANGER DOES NOT FILE FORM 990S. WITH RESPECT TO PRACTICES AND PROCEDURES TO MINIMIZE THE LIKELIHOOD OF RECURRING ERRORS OR OMISSIONS, BEHAVIORAL LLC, IN CONJUNCTION WITH NEW ERLANGER WILL REVIEW ITS FAP ANNUALLY AND OTHER REQUIRED 501(R) COMPLIANCE ANNUALLY FOR UPDATES AND TO ENSURE CONFORMITY WITH THE LAW AND TAX EXEMPT, CHARITABLE OPERATIONS OF ITS HOSPITAL FACILITY. PART I, LINE 3C: ERLANGER ALSO EXTENDS FINANCIAL ASSISTANCE TO THOSE INDIVIDUALS WHO ARE ELIGIBLE AND ENROLLED IN SOUTHEAST TENNESSEE PROJECT ACCESS (STPA). THESE PATIENTS ARE ELIGIBLE FOR FREE CARE FOR EMERGENCY MEDICAL CONDITIONS AND MEDICALLY NECESSARY CARE WITHOUT APPLYING FOR FINANCIAL ASSISTANCE FOR THE DURATION OF THEIR ELIGIBILITY FOR STPA, AS INDICATED ON THEIR STPA IDENTIFICATION CARD. THE PATIENT SHOULD PROVIDE HIS OR HER STPA CARD AT THE TIME OF SERVICE. 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 $ 335,022,127. PART II, COMMUNITY BUILDING ACTIVITIES: ERLANGER HEALTH SERVES THE COMMUNITY THROUGH EDUCATIONAL, CELEBRATORY, AND FUNDRAISING EVENTS. THESE EVENTS INCLUDE COMMUNITY SCREENINGS, MEDICAL AND SAFETY EDUCATIONAL EVENTS, SYMPOSIUMS, SUPPORT GROUPS, AND SAFETY FESTS. ERLANGER IS HIGHLY ACTIVE IN THE CHATTANOOGA COMMUNITY BY WAY OF PARTICIPATION IN AND SPONSORING OF EVENTS SUCH AS THE CHATTANOOGA MARKET, SAFE KIDS AT THE CHATTANOOGA ZOO, THE CHATTANOOGA MARATHON, THE IRONMAN CHATTANOOGA, STRIKE OUT STROKE, AND THE ANNUAL FUNFAIR AT CHILDREN'S HOSPITAL. PART III, LINE 9B: ERLANGER OFFERS FREE CARE FOR THOSE WHO QUALIFY FOR FINANCIAL ASSISTANCE; THEREFORE, NO BILLING AND COLLECTION ATTEMPTS ARE MADE AGAINST THE PATIENT FOR AN ACCOUNT THAT HAS BEEN FLAGGED AS BEING SUBJECT TO FINANCIAL ASSISTANCE, AS THE ACCOUNT IS WRITTEN OFF.THE POLICY EXPLICITLY STATES THAT ACCOUNTS ARE NOT REFERRED TO LEGAL OR AN EXTERNAL VENDOR UNTIL EFFORTS HAVE BEEN MADE TO DETERMINE IT IS NOT SUBJECT TO FINANCIAL ASSISTANCE. FURTHER, IF A PATIENT APPLIES FOR FINANCIAL ASSISTANCE, ALL EXTRAORDINARY COLLECTION ACTIONS WILL CEASE, AND ANY FUNDS PAID BY THE PATIENT WILL BE REFUNDED. X X X X X 1 0 0 0 0 0 0 0 0 JEFFREY WOODARD BOARD SECRETARY, CHIEF LEGAL OFFICER 376057 0 172438 0 489 0 0 0 23100 0 572084 0 0 0 JIM COLEMAN PRESIDENT & CEO 775938 0 308383 0 22646 0 0 0 14940 0 1121907 0 0 0 LYNN DEJACO EVP, CFO & TREASURER 575688 0 250860 0 4198 0 0 0 13795 0 844541 0 0 0 GREGG GENTRY EVP, CHIEF ADMINISTRATIVE OFFICER 480903 0 339000 0 3963 0 0 0 13795 0 837661 0 0 0 FLOYD CHASSE SVP, CHIEF HR OFFICER 252892 0 107924 0 938 0 0 0 8619 0 370373 0 0 0 ROBERT MALONEY EVP, CHIEF OPERATING OFFICER 576506 0 252156 0 1474 0 0 0 21331 0 851467 0 0 0 TYLER WINKS EVP, CHIEF OPERATING OFFICER 269600 0 63969 0 248 0 0 0 23100 0 356917 0 0 0 RACHEL HARRIS EVP, CHIEF NURSING OFFICER 336881 0 137801 0 712 0 0 0 10062 0 485456 0 0 0 MARTHA ARVIN VP, CHIEF COMPLIANCE & PRIVACY OFFIC 288337 0 72451 0 1940 0 0 0 14940 0 377668 0 0 0 DAVID GARRETT SVP & CHIEF INFORMATION OFFICER 407387 0 136720 0 3329 0 0 0 12641 0 560077 0 0 0 CHARLES WOODS CEO, TCTCH 347411 0 86448 0 4500 0 0 0 0 0 438359 0 0 0 STEVEN BURKETT VP OF STRATEGY & BUSINESS DEVELOPMEN 300056 0 75304 0 2168 0 0 0 14940 0 392468 0 0 0 JENSEN HYDE CHIEF MEDICAL OFFICER - VP 323162 0 45793 0 280 0 0 0 0 0 369235 0 0 0 JEANNA ADLER VP CORPORATE FINANCE 277329 0 71766 0 1853 0 0 0 14940 0 365888 0 0 0 PETER DEVERSA CORP MEDICAL DIR REVENUE INTEGRITY 331358 0 0 0 0 0 0 0 7096 0 338454 0 0 0 MISTY BRACKETT VP REVENUE CYCLE 253783 0 69960 0 392 0 0 0 23100 0 347235 0 0 0 TRACI JENNINGS VP OPERATIONS 233034 0 56904 0 339 0 0 0 21331 0 311608 0 0 0 ADAM ROYER VP OPERATIONS 233360 0 54752 0 501 0 0 0 0 0 288613 0 0 0 ADAM CAMPBELL SVP CHF QLTY & PT SAFETY OFFICER 232487 0 49945 0 530 0 0 0 13795 0 296757 0 0 0 MERIDITH OKEEFE SVP ERLANGER MEDICAL GROUP 274776 0 0 0 0 0 0 0 0 0 274776 0 0 0 JESSE DOTY PHYSICIAN 500560 0 1683054 0 0 0 0 0 0 0 2183614 0 0 0 DANIEL KUETER PHYSICIAN 989453 0 1107022 0 7158 0 0 0 21331 0 2124964 0 0 0 MATTHEW HIGGINS PHYSICIAN 494645 0 1289472 0 7420 0 0 0 21331 0 1812868 0 0 0 JOSEPH MILLER PHYSICIAN 975263 0 746943 0 9506 0 0 0 23100 0 1754812 0 0 0 PETER BOEHM PHYSICIAN 1007659 0 708255 0 7420 0 0 0 21331 0 1744665 0 0 0 A CHATTANOOGA-HAMILTON COUNTY HOSPITAL AUTHORITY 626000101 162362HY6 2014-12-11 52095000 EXPANSION OF ERLANGER EAST HOSPITAL 0 1 0 A 2019 1 0 1 1 A 0 0 0 0 0 0 1 A 0 1 0 0 0 0 0 0 1 A 1 FORM 990, PART III, LINE 4A, CONTINUATION: ERLANGER HONORS AND AWARDS CHILDREN'S HOSPITAL AT ERLANGER WAS RECOGNIZED WITH THE CYSTIC FIBROSIS FOUNDATION 2024 OUTSTANDING CARE CENTER PARTNER AWARD. CHILDREN'S HOSPITAL AT ERLANGER RECEIVED THE MOTHERS' MILK BANK OF TENNESSEE FIRST PLACE AWARD FOR 2024 DONATIONS. ERLANGER BARONESS HOSPITAL AND ERLANGER EAST HOSPITAL RECEIVED THE AMERICAN HEART ASSOCIATION'S GET WITH THE GUIDELINES STROKE GOLD PLUS QUALITY ACHIEVEMENT AWARD FOR THEIR COMMITMENT TO ENSURING STROKE PATIENTS RECEIVE THE MOST APPROPRIATE TREATMENT ACCORDING TO NATIONALLY RECOGNIZED, RESEARCH-BASED GUIDELINES. ERLANGER EAST HOSPITAL NAMED BEST OF THE BEST'S BEST PLACE TO HAVE A BABY BY THE CHATTANOOGA TIMES FREE PRESS FOR THE SEVENTEENTH YEAR IN A ROW. THE TENNESSEE DEPARTMENT OF DISABILITY AND AGING CHOSE ERLANGER AS A 2024 TENNESSEE EMPLOYMENT FIRST INCLUSIVE EMPLOYER AWARD RECIPIENT FOR ITS INVOLVED WITH THE PROGRAM, PROJECT SEARCH. THIS AWARD IS GIVEN TO BUSINESSES WHO ARE "DEDICATED TO THE RECRUITMENT, HIRING, ADVANCEMENT AND RETENTION OF PEOPLE WITH DISABILITIES." ERLANGER LIFE FORCE AWARDED FLIGHT PROGRAM OF THE YEAR BY THE ASSOCIATION OF AIR MEDICAL SERVICES. JESSICA HOLLADAY, VICE PRESIDENT AND ASSISTANT CHIEF NURSING OFFICER, SURGICAL AND TRAUMA SERVICES ARE ERLANGER RECEIVED THE 2024 THA NURSE LEADER OF DISTINCTION AWARD. EILEEN SHRUM, DIRECTOR OF PATIENT SAFETY AND QUALITY AT ERLANGER HEALTH, WAS THE WINNER OF THE THA PATIENT SAFETY LEADERSHIP AWARD. ERLANGER SUPPLY CHAIN WAS RECOGNIZED BY HEALTHCARE SUPPLY CHAIN LEADER, GLOBAL HEALTHCARE EXCHANGE (GHX), AS A RECIPIENT OF THE 2024 SUPPLY CHAINS OF DISTINCTION AWARD HONORING TOP PERFORMING HOSPITALS AND HEALTH SYSTEMS IN NORTH AMERICA THAT HAVE DEMONSTRATED EXCEPTIONAL COMMITMENT TO SUPPLY CHAIN EXCELLENCE, INNOVATION, AND RESILIENCE. THE ERLANGER MARKETING AND PUBLIC RELATIONS TEAM WON ELEVEN HEALTHCARE ADVERTISING AWARDS JUDGED BY A NATIONAL PANEL BASED ON CREATIVITY, QUALITY, MESSAGE EFFECTIVENESS, CONSUMER APPEAL, GRAPHIC DESIGN, AND OVERALL IMPACT. FORM 990, PART VI, SECTION A, LINE 7A ALL MEMBERS OF THE GOVERNING BODY ARE ELECTED BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD OF DIRECTORS MUST APPROVE BYLAW REVISIONS AND REVISIONS OF THE ARTICLES OF INCORPORATION FOR ERLANGER HEALTH. FORM 990, PART VI, SECTION B, LINE 11B THE ACCOUNTING DEPARTMENT PROVIDES INFORMATION TO AN UNRELATED, INDEPENDENT ACCOUNTING FIRM FOR PREPARATION OF THE FORM 990. THE RETURN IS REVIEWED BY THE ORGANIZATION'S EVP/CFO AND IS PROVIDED IN ELECTRONIC FORM TO ALL MEMBERS OF THE ERLANGER HEALTH AUDIT AND FINANCE COMMITTEE OF THE BOARD OF DIRECTORS PRIOR TO BEING FILED WITH THE IRS. THE EVP/CFO ATTENDS THE MEETING WITH THE COMMITTEE TO ANSWER ANY QUESTIONS AND ADDRESS ANY SIGNIFICANT DISCLOSURES WITHIN THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C ERLANGER HEALTH HAS A CONFLICT-OF-INTEREST POLICY FOR ALL MEMBERS OF THE BOARD OF DIRECTORS, THE CHAIR, PRESIDENT, EXECUTIVES PART VI, VICE PRESIDENTS, SENIOR VICE PRESIDENTS, AND VICE PRESIDENTS, AND APPLIES TO ALL ERLANGER HEALTH FACILITIES. ALL PERSONS COVERED BY THIS POLICY ARE REQUIRED TO COMPLETE A CONFLICT-OF-INTEREST DISCLOSURE FORM ON AN ANNUAL BASIS. SHOULD A CONFLICT ARISE, IT IS THE RESPONSIBILITY OF THE CONFLICTED INDIVIDUAL TO UPDATE HIS OR HER DISCLOSURE IMMEDIATELY. IF A MEMBER OF THE BOARD OR BOARD COMMITTEE HAS A CONFLICT OF INTEREST INVOLVING ANY ISSUE ON THE BOARD AGENDA, HE OR SHE MUST DECLARE THE CONFLICT OF INTEREST DURING THE PERIOD ALLOTTED FOR DISCLOSURE. IF ANY ISSUE ARISES DURING A MEETING IN WHICH THE BOARD MEMBER HAS A CONFLICT OF INTEREST, HE OR SHE MUST IMMEDIATELY DECLARE THE CONFLICT. WHILE EACH MEMBER OF THE BOARD OR BOARD COMMITTEE IS RESPONSIBLE FOR DISCLOSING CONFLICTS OF INTEREST, IT IS ALSO THE RESPONSIBILITY OF ANY BOARD MEMBER AWARE OF A CONFLICT WHICH HAS NOT BEEN DISCLOSED TO ENSURE THE BOARD IS MADE AWARE. THE PRESIDING OFFICER OF A BOARD OR BOARD COMMITTEE MEETING MAY ASK A CONFLICTED MEMBER TO EXCUSE THEMSELVES FROM THE MEETING DURING THE DISCUSSION RELATED TO THE ISSUE WITH WHICH THE CONFLICT OF INTEREST APPLIES. UNDER NO CIRCUMSTANCES SHALL A MEMBER VOTE ON A MATTER THAT GIVES RISE TO A POTENTIAL CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS FOR TOP OFFICIAL: THE EXECUTIVE COMPENSATION COMMITTEE SERVES AS THE COMPENSATION OVERSIGHT COMMITTEE OF ERLANGER HEALTH'S BOARD OF DIRECTORS. THE EXECUTIVE COMPENSATION COMMITTEE IS COMPRISED OF MEMBERS WHO ARE DETERMINED TO BE INDEPENDENT AND WHOM ARE NOT RELIANT UPON ANY BUSINESS RELATIONSHIP WITH ERLANGER HEALTH FOR INCOME OR COMPENSATION. THE COMPENSATION PLAN FOR JIM COLEMAN, ERLANGER HEALTH'S PRESIDENT AND CEO, WAS REVIEWED AND APPROVED BY THE EXECUTIVE COMPENSATION COMMITTEE AND THEN BY THE ERLANGER HEALTH BOARD OF DIRECTORS IN ACCORDANCE WITH THE BOARD'S COMPENSATION POLICY AND PRACTICE. THE BOARD OF DIRECTORS RELIES UPON THE ADVICE OF AN INDEPENDENT AND EXPERIENCED COMPENSATION CONSULTANT WITH KNOWLEDGE ABOUT PAY PRACTICES FOR COMPARABLE POSITIONS WITHIN THE INDUSTRY, AND WHO HAS ACCESS TO BROAD DATA, STUDIES AND SURVEYS IN ORDER TO ENSURE THE COMPENSATION FALLS WITHIN COMPETITIVE AND APPROPRIATE RANGES FOR THE POSITION. COMPENSATION PROCESS FOR OFFICERS & KEY EMPLOYEES: ON AN ANNUAL BASIS, ERLANGER HEALTH'S HUMAN RESOURCES (H/R) DEPARTMENT EVALUATES COMPENSATION FOR ALL EXECUTIVES AT A POSITION LEVEL OF VICE PRESIDENT AND ABOVE. HR'S EVALUATION IS BASED ON MARKET DATA OBTAINED FROM INDEPENDENT THIRD-PARTY CONSULTANTS FOR POSITIONS WITH SIMILAR RESPONSIBILITIES AT SIMILARLY SITUATED ORGANIZATIONS. BASED ON THIS COMPARABLE DATA, ERLANGER HEALTH'S PRESIDENT & CEO EVALUATES THE DATA AND SUBMITS HIS RECOMMENDATIONS TO ERLANGER HEALTH'S BOARD OF DIRECTORS FOR THEIR FINAL REVIEW AND APPROVAL. IN ADDITION, ERLANGER HEALTH OFFERS AN INCENTIVE PLAN TO EXECUTIVES BASED ON TARGETED ACHIEVEMENT METRICS APPROVED BY THE ERLANGER HEALTH BOARD OF DIRECTORS WHICH INCLUDE QUALITY OF CARE, ACCESS TO CARE, COST MANAGEMENT, ETC. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST TO THE APPROPRIATE PARTIES REQUESTING THEM. FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST TO APPROPRIATE PARTIES REQUESTING THEM, AND THEY ARE MADE AVAILABLE TO THOSE PARTIES WHO OWN INDEBTEDNESS OF THE COMPANY ON A QUARTERLY BASIS. QUARTERLY FINANCIAL STATEMENTS AND THE ANNUAL AUDITED FINANCIAL STATEMENTS ARE POSTED ON DACBOND.COM AND EMMA.MSRB.ORG, THE OFFICIAL PUBLIC DISCLOSURE WEBSITE. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 1,930,387. MANAGEMENT AND GENERAL EXPENSES 651,035. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,581,422. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 165,496,874. MANAGEMENT AND GENERAL EXPENSES 55,814,805. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 221,311,679. FORM 990, PART XI, LINE 9: K-1 INCOME NOT RECORDED ON AUDIT -920,264. ADJUSTMENT FOR CAPITAL CONVERSION TO TAX EXEMPT ENTITY 408,313,472. FORM XII, LINE 2C THE AUDIT AND FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANTS. CHATTANOOGA HAMILTON COUNTY HOSPITAL AUTHORITY 975 EAST THIRD STREET CHATTANOOGA TN 37403 626000101 HEALTHCARE TN 115 0 ERLANGER FOUNDATION 975 EAST THIRD STREET B-508 CHATTANOOGA TN 37403 581664027 FUNDRAISING TN 501(C)(3) LINE 7 ERLANGER HEALTH 0 MURPHY MEDICAL CENTER INC 3990 US HIGHWAY 64 E ALT MURPHY NC 28906 561844262 HEALTHCARE NC 501(C)(3) LINE 3 0 ERLANGER BEHAVIORAL HEALTH LLC 6100 TOWER CIRCLE STE 1000 FRANKLIN TN 37067 815407918 TO OPERATE A FACILITY OR FACILITIES THAT PROVIDE BEHAVIORAL HEALTH SERVICES TN ACADIA CHATTANOOGA HOLDINGS LLC RELATED 1347966 3643113 0 0 0.20000 CYBERKNIFE OF CHATTANOOGA LLC 5217 MARYLAND WAY STE 200 BRENTWOOD TN 37027 273411092 TO DEVELOP AND OPERATE AN AMBULATORY CENTER TO PROVIDE RADIATION THERAPY SER TN ERLANGER HEALTH RELATED 488784 528104 0 0 0.51000 EN LLC 715 MARKET STREET STE 203 CHATTANOOGA TN 37402 830729368 TO OPERATE CLINICS WHICH PROVIDE WALK-IN HEALTH SERVICES TN NOON EN LLC RELATED 300645 0 0 0.20000 LHCG CXXXIV LLC 901 S HUGH WALLIS ROAD LAFAYETTE TN 70508 352605467 FOR THE PURPOSE OF ACQUIRING AND OPERATING A DULY LICENSED, MEDICARE CERTIFI TN TENNESSEE HEALTH CARE GROUP LLC RELATED -39721 157467 0 0 0.25000 CONTINUCARE HEALTHSERVICES INC 975 EAST THIRD STREET CHATTANOOGA TN 37403 621214963 TO PROVIDE HEALTH AND WELLNESS SERVICES TN ERLANGER HEALTH C 605974 21163766 1.00000 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0