2025-11-13T12:48:30-06:00 2024-12-31 393647910 WIPFLI ADVISORY LLC 105 E PINE ST UPPER FLOOR MISSOULA MT 59802 990 2024-01-01 820380784 KOOTENAI HEALTH INC KOOT 2086254438 2003 KOOTENAI HEALTH WAY COEUR DALENE ID 83814 MICHELE BOUIT CFO 2086254438 2025-11-12 1 1 SAM BRUNSON CPA P01696998 4067281800 2025-11-12 2024 2025-03-06 01:10:19Z MICHELE BOUIT 2003 KOOTENAI HEALTH WAY COEUR DALENE ID 83814 1006712208 0 X WWW.KH.ORG X 1983 ID KOOTENAI HEALTH PROMOTES COMMUNITY HEALTH THROUGH AN OPEN MEDICAL STAFF, A COMMUNITY-BASED BOARD, AND REINVESTMENT OF SURPLUS FUNDS INTO HEALTH PROGRAMS, FACILITY IMPROVEMENTS, AND TARGETED SUPPORT FOR RURAL AND UNDERSERVED AREAS. THE HOSPITAL IMPLEMENTS INITIATIVES IN PREVENTIVE CARE, CHRONIC DISEASE MANAGEMENT, AND HEALTH EDUCATION FOR UNDERSERVED POPULATIONS. 11 11 4857 150 0 0 1397152 2109603 0 969836832 66587 9282491 33143 20446365 1496882 1001675291 991838 77711 0 0 131168 510487715 0 0 0 90491 463331976 1213497 973897402 283385 27777889 2604566 890541814 191173 319599918 2413393 570941896 X WE IMPROVE HEALTH ONE PATIENT AT A TIME IN A FRIENDLY AND PROFESSIONAL CULTURE COMMITTED TO SUPERIOR QUALITY AND SAFETY. 1 0 732157439 77711 988825131 KOOTENAI HEALTH PROVIDED COMPREHENSIVE INPATIENT, OUTPATIENT, AND EMERGENCY MEDICAL SERVICES TO THE COMMUNITY REGARDLESS OF A PATIENT'S ABILITY TO PAY. KOOTENAI HEALTH'S MAIN HOSPITAL FEATURES A CAPACITY OF 381 BEDS. THE HOSPITAL ALSO RECORDED APPROXIMATELY 77,798 INPATIENT DAYS AND 970,643 OUTPATIENT VISITS. SERVICES PROVIDED INCLUDE, BUT ARE NOT LIMITED TO, EMERGENCY CARE, HEART SERVICES, CANCER SERVICES, FAMILY BIRTH CENTER, ORTHOPEDIC SERVICES, AND SURGICAL SERVICES.KOOTENAI HEALTH, INC. PROVIDED CHARITY CARE AND OTHER UNCOMPENSATED SERVICES VALUED AT APPROXIMATELY $16,099,266, ENSURING ACCESS TO NECESSARY CARE FOR UNINSURED AND UNDERINSURED PATIENTS IN THE COMMUNITY. KOOTENAI HEALTH, INC. ALSO HOSTS DOZENS OF COMMUNITY OUTREACH EVENTS WHICH COVER A VARIETY OF TOPICS INCLUDING HEART DISEASE, CANCER, AND INJURY PREVENTION.THE HOSPITAL SUPPORTED GRADUATE MEDICAL EDUCATION, NURSING EDUCATION, AND HEALTH TRAINING PROGRAMS, SERVING AS A CLINICAL SITE FOR STUDENTS AND RESIDENTS. THESE PROGRAMS HELP ENSURE A FUTURE HEALTHCARE WORKFORCE AND IMPROVE THE QUALITY OF CARE IN THE COMMUNITY.THE HOSPITAL IS ALSO DEDICATED TO PIONEERING CLINICAL RESEARCH TO IMPROVE HEALTH OUTCOMES IN OUR COMMUNITY AND BEYOND, ONE PATIENT AT A TIME. KOOTENAI HEALTH RESEARCH SERVICES CURRENTLY SUPPORTS CLINICAL TRIALS AND INVESTIGATOR-LED RESEARCH IN: CARDIOLOGY, IMAGING SERVICES, INFECTIOUS DISEASE, NEONATOLOGY, NEUROLOGY, ONCOLOGY, PRIMARY CARE/BEHAVIORAL HEALTH INTEGRATION, AND PULMONARY/CRITICAL CARE. 732157439 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 1 1 1 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 1 451 0 4857 1 0 0 0 0 0 0 0 0 0 0 1 0 X 11 11 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 1 1 0 CA X MICHELE BOUIT 2086254004 2003 KOOTENAI HEALTH WAY COEUR DALENE ID 83814 KATHLEEN BRODIE CHAIR 1.00 X X 0 0 0 ROBERT COLVIN VICE CHAIR 1.00 X X 0 0 0 TERI FARR SECRETARY/TREASURER 1.00 X X 0 0 0 DAVID BOBBITT DIRECTOR 1.00 X 0 0 0 CYNTHIA CLARK RN DIRECTOR 1.00 X 0 0 0 DR THOMAS DETAR MD DIRECTOR 1.00 X 0 0 0 ELIZABETH GODBEHERE RN DIRECTOR 1.00 X 0 0 0 DARIN HAYES DIRECTOR 1.00 X 0 0 0 SHAWN ALGER-KEOUGH DIRECTOR 1.00 X 0 0 0 DR ROBERT MCFARLAND MD DIRECTOR 1.00 X 0 0 0 ROBERT YUDITSKY DIRECTOR 1.00 X 0 0 0 JAMESON SMITH CEO (BEGINNING 3/2024) 40.00 X 795164 0 26859 JON NESS CEO (RETIRED 3/2024) 40.00 X 2025785 0 9905 MICHELE BOUIT CFO 40.00 X 709821 0 33545 RYAN SMITH CHIEF INFORMATION OFFICER 40.00 X 537773 0 28338 JOHN WEINSHEIM EXECUTIVE VP KOOTENAI CLINIC 40.00 X 494161 0 38031 KELLY ESPINOZA RN 40.00 X 461931 0 38512 ROBERT BURNETT MD CARDIOVASCULAR SURGERY MEDICAL DIRECTOR 40.00 X 1382005 0 19334 ERICK MONTERO MD CARDIOTHORACIC SURGEON 40.00 X 1348784 0 15074 JOHN MCGOWAN MD NEUROSURGEON 40.00 X 1152276 0 10483 TORI LENNOX MD CARDIOTHORACIC SURGEON 40.00 X 1121529 0 1835 MICHELE MURPHY-COOK MD HEART SERVICES PHYSICIAN 40.00 X 1072374 0 20074 11101603 0 241990 1204 0 1 0 PROLINK HEALTHCARE LLC 4600 MONTGOMERY RD STE 300 CINCINNATI OH 45212 CONTRACT NURSING 14046264 INCYTE DIAGNOSTICS 13103 E MANSFIELD AVE SPOKANE VALLEY WA 99216 LABORATORY SERVICES 5920524 HAYES LOCUMS LLC 5900 N ANDREWS AVE FORT LAUDERDALE FL 33309 NON-EMPLOYED PHYSICIANS 5156189 ASPIRION HEALTH RESOURCES LLC 1506 6TH AVE STE 3 COLUMBUS GA 31901 REVENUE CYCLE CONSULTING 4228580 FOCUSONE SOLUTIONS LLC 1010 N 102ND ST STE 300 OMAHA NE 68114 CONTRACT NURSING 3946611 122 699515 1410088 2109603 PATIENT SERVICE REVENUE 621110 805030134 805030134 PHARMACY REVENUE 456110 163546698 163546698 FEE FOR SERVICE 900099 1260000 1260000 969836832 12480437 12480437 1785456 0 1785456 1785456 1785456 1838971 3771501 1265416 -1932530 -1265416 -3197946 -3197946 OTHER REVENUE 900099 16852622 16852622 EQUITY EARNINGS IN JOINT VENTURES 900099 1433756 1433756 MEDICARE SHARED SAVINGS 900099 701921 701921 -327390 -327390 18660909 1001675291 988825131 0 10740557 77321 77321 390 390 5199826 1561734 3638092 402193510 333182477 69011033 14767158 14767158 59076817 27788834 31287983 29250404 33 29250371 731466 731466 184050 184050 399684 399684 51114820 40064595 11050225 559444 28774 530670 8219901 3834960 4384941 12237212 849718 11387494 6696852 6399611 297241 410307 303555 106752 7519274 1590730 5928544 37163992 4707327 32456665 4210256 458494 3751762 PHARMACEUTICALS 170861803 170754416 107387 MEDICAL SUPPLIES 96277367 96196869 80498 BAD DEBT EXPENSE 34201822 29136553 5065269 REPAIRS & MAINTENANCE 17031846 2143642 14888204 15511880 13077406 2434474 973897402 732157439 241739963 0 18407 104525 104256950 7907 132320690 0 23073070 0 20998838 609141682 346335540 0 262806142 2301511 230840700 0 6289093 190623 109937924 2604566 890541814 550 109122459 0 4650 99477134 0 50719061 190623 60276614 191173 319599918 X 560069 554679927 1853324 16261969 2413393 570941896 2604566 890541814 X 27777889 86443 540664171 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 122881 122881 0 PART II-B, LINE 1: RISCH PISCA, PLLC FOR LEGISLATIVE REPRESENTATION - $72,219 LOBBYING PORTION OF ASSOCIATION DUES - $32,394 LOBBYING RELATED TO 340B PROGRAM - $18,268 1739638 55378 153123 1948139 1694434 45204 1739638 1931932 674 -238172 1694434 1824185 1100 106647 1931932 1759506 330 64349 1824185 0.00000 0.85671 0.14329 1 0 7232232 7232232 273224000 111847169 161376831 14750660 9658856 5091804 309678660 224829515 84849145 4256130 4256130 262806142 ESTIMATED THIRD-PARTY SETTLEMENTS 900830 DEFERRED COMPENSATION 4793643 INVESTMENT IN JOINT VENTURES 12002214 DUE FROM RELATED PARTY 16126765 INTEREST IN THE NET ASSETS OF THE FOUNDATION 16261969 OTHER 18704478 RIGHT OF USE ASSETS 41148025 109937924 OPERATING LEASE OBLIGATIONS 15495 ESTIMATED THIRD-PARTY SETTLEMENT LIABILITY 403812 DEFERRED COMPENSATION 2433225 DUE TO RELATED PARTIES 11982563 FINANCE LEASE OBLIGATIONS 45441519 60276614 PART V, LINE 4: THE ENDOWMENT IS HELD BY AN UNRELATED ORGANIZATION, KOOTENAI HEALTH FOUNDATION. THE FOUNDATION'S ARTICLES OF INCORPORATION PROVIDE THAT ALL FUNDS RAISED SHALL BE DISTRIBUTED TO OR HELD PRIMARILY FOR THE BENEFIT OF THE KOOTENAI HEALTH, INC. OR ITS MISSION IN THE COMMUNITY. 1 1 1 X 250.000000000000 0 1 1 1 0 1 1 5565548 5565548 0.00590 101878458 98552352 3326106 0.00350 107444006 98552352 8891654 0.00940 11774391 184641 11589750 0.01230 13943001 6140846 7802155 0.00830 158864486 114417302 44447184 0.04730 815936 327604 488332 0.00050 185397814 121070393 64327421 0.06840 292841820 219622745 73219075 0.07780 0 33331925 0 168567356 194780124 -26212768 X 1 1 1 1 KOOTENAI HEALTH 2003 KOOTENAI HEALTH WAY COEUR DALENE ID 83814 KH.ORG 42 X X X X KOOTENAI HEALTH 1 0 1 0 0 1 X 250.000000000000 X X X X X 1 1 X X X X 1 X KH.ORG/WP-CONTENT/UPLOADS/2025/05/FINANCIAL-ASSISTANCE-CHARITY- X KH.ORG/PAY-MY-BILL/BILLING-INFORMATION/FINANCIAL-CONSIDERATIONS X KH.ORG/PAY-MY-BILL/BILLING-INFORMATION/FINANCIAL-CONSIDERATIONS X X X X X X 1 X 0 X X X X X 1 X 0 0 KOOTENAI HEALTH PART V, SECTION B, LINE 2: THE HOSPITAL FACILITY PREVIOUSLY OPERATED AS A TAX-EXEMPT GOVERNMENTAL DISTRICT HOSPITAL. IN 2024, IT TRANSITIONED TO A 501(C)(3) NONPROFIT CORPORATION. THE FACILITY HAS BEEN CONTINUOUSLY LICENSED BY THE STATE AS A HOSPITAL. KOOTENAI HEALTH PART V, SECTION B, LINE 13H: PRESUMPTIVE ELIGIBILITY CRITERIA, SPECIAL CIRCUMSTANCES (HOMELESS, DECEASED WITH NO ESTATE, SEVERE MENTAL ILLNESS, FAMILY/SOCIAL ABANDONMENT, OUT-OF-STATE MEDICAID). KOOTENAI HEALTH PART V, SECTION B, LINE 15E: FINANCIAL ASSISTANCE MAY BE GRANTED BASED ON PRESUMPTIVE ELIGIBILITY OR SPECIAL CIRCUMSTANCES, INCLUDING HOMELESSNESS, SEVERE MENTAL ILLNESS, SOCIAL OR FAMILY ABANDONMENT, OR PARTICIPATION IN STATE PROGRAMS WHEN DOCUMENTATION IS UNAVAILABLE. KOOTENAI HEALTH PART V, SECTION B, LINE 20E: IN ADDITION TO STANDARD AND PRESUMPTIVE ELIGIBILITY DETERMINATIONS, KOOTENAI HEALTH APPLIED ITS FINANCIAL ASSISTANCE POLICY TO CONSIDER CATASTROPHIC FINANCIAL CIRCUMSTANCES, OUT-OF-STATE MEDICAID PARTICIPANTS WITHOUT A PROVIDER NUMBER, AND FORWARD-LOOKING ELIGIBILITY FOR CARE EXPECTED WITHIN SIX MONTHS. 50 1 - SPECIALTY PHARMACY 700 W IRONWOOD DR COEUR DALENE ID 83814 SPECIALTY PHARMACY 2 - KOOTENAI HEALTH LABORATORY SERVICES 1919 LINCOLN WAY SUITE 111 COEUR DALENE ID 83814 LABORATORY SERVICES 3 - KOOTENAI HEALTH LABORATORY 1300 E MULLAN AVE POST FALLS ID 83854 LABORATORY SERVICES 4 - KOOTENAI HEART CLINICS 700 W IRONWOOD DR COEUR DALENE ID 83814 HEART CLINIC 5 - KOOTENAI HEART CLINICS HEART FAILURE EP 700 W IRONWOOD DR COEUR DALENE ID 83814 HEART CLINIC 6 - KOOTENAI CLINIC ENDOSCOPY 1919 LINCOLN WAY COEUR DALENE ID 83814 ENDOSCOPY CLINIC 7 - KOOTENAI HEALTH PHARMACY 700 W IRONWOOD DR COEUR DALENE ID 83814 PHARMACY 8 - KOOTENAI CLINIC OBSTETRICS & GYNECOLOGY 980 W IRONWOOD DR SUITE 306 COEUR DALENE ID 83814 OBSTETRICS & GYNECOLOGY CLINIC 9 - KOOTENAI CLINIC OBSTETRICS & GYNECOLOGY 1300 E MULLAN AVE POST FALLS ID 83854 OBSTETRICS & GYNECOLOGY CLINIC 10 - KOOTENAI CLINIC GASTROENTEROLOGY 1919 LINCOLN WAY SUITES COEUR DALENE ID 83814 GASTROENTEROLOGY CLINIC 11 - KOOTENAI CLINIC ORTHOPEDICS 2177 W IRONWOOD CENTER DR COEUR DALENE ID 83814 ORTHOPEDICS CLINIC 12 - KOOTENAI CLINIC NEUROLOGY 700 W IRONWOOD DR COEUR DALENE ID 83814 NEUROLOGY CLINIC 13 - LUNG ASTHMA & CRITICAL CARE 700 W IRONWOOD DR COEUR DALENE ID 83814 LUNG, ASTHMA & CRITICAL CARE CLINIC 14 - KOOTENAI CLINIC CANCER SERVICES 700 W IRONWOOD DR COEUR DALENE ID 83814 CANCER SERVICES CLINIC 15 - COEUR DALENE INFUSION CENTER 700 W IRONWOOD DR COEUR DALENE ID 83814 INFUSION CENTER CLINIC 16 - KOOTENAI CLINIC ORTHOPEDICS 1296 E POLSTON AVE POST FALLS ID 83854 ORTHOPEDICS CLINIC 17 - KOOTENAI CLINIC HAND SURGERY 2121 W IRONWOOD CENTER DR COEUR DALENE ID 83814 HAND SURGERY CLINIC 18 - KOOTENAI CLINIC GENERAL SURGERY 700 W IRONWOOD DR COEUR DALENE ID 83814 GENERAL SURGERY CLINIC 19 - KOOTENAI CLINIC GENERAL SURGERY 1300 E MULLAN AVE POST FALLS ID 83854 GENERAL SURGERY CLINIC 20 - KOOTENAI CLINIC CANCER SERVICES 1440 E MULLAN AVE POST FALLS ID 83854 CANCER SERVICES 21 - KOOTENAI HEART CLINIC 423 N 3RD AVE SANDPOINT ID 83864 HEART CLINIC 22 - KOOTENAI CLINIC WOUND CARE 2120 W IRONWOOD CENTER DR COEUR DALENE ID 83814 WOUND CARE CLINIC 23 - KOOTENAI CLINIC NEUROSURGERY & SPINE 2288 N MERRITT CREEK LOOP COEUR DALENE ID 83814 NEUROSURGERY & SPINE CLINIC 24 - KOOTENAI URGENT CARE 700 W IRONWOOD DR SUITE 170E COEUR DALENE ID 83814 URGENT CARE CLINIC 25 - KOOTENAI CLINIC NEPHROLOGY 700 W IRONWOOD DR COEUR DALENE ID 83814 NEPHROLOGY CLINIC 26 - KOOTENAI CLINIC NEPHROLOGY 1300 E MULLAN AVE POST FALLS ID 83854 NEPHROLOGY CLINIC 27 - KOOTENAI CLINIC FAMILY MEDICINE IRONWOOD 914 W IRONWOOD DR SUITE 101 COEUR DALENE ID 83814 FAMILY MEDICINE CLINIC 28 - KOOTENAI CLINIC FAMILY MEDICINE 1701 LINCOLN WAY COEUR DALENE ID 83814 FAMILY MEDICINE CLINIC 29 - KOOTENAI URGENT CARE 1300 E MULLAN AVE POST FALLS ID 83854 URGENT CARE CLINIC 30 - KOOTENAI CLINIC VASCULAR SURGERY 700 W IRONWOOD DR COEUR DALENE ID 83814 VASCULAR SURGERY CLINIC 31 - KOOTENAI CLINIC CANCER SERVICES 520 N 3RD AVE SANDPOINT ID 83864 CANCER SERVICES CLINIC 32 - KOOTENAI CLINIC DIABETES & ENDOCRINOLOGY 1919 LINCOLN WAY SUITE 211 COEUR DALENE ID 83814 DIABETES & ENDOCRINOLOGY CLINIC 33 - KOOTENAI CLINIC PLASTIC & RECONSTRUCTIVE S 980 W IRONWOOD DR SUITE 1 COEUR DALENE ID 83814 PLASTIC & RECONSTRUCTIVE SURGERY CLINIC 34 - KOOTENAI CLINIC DERMATOLOGY 980 W IRONWOOD DR SUITE 1 COEUR DALENE ID 83814 DERMATOLOGY CLINIC 35 - KOOTENAI CLINIC INTERNAL MEDICINE 1919 LINCOLN WAY SUITE 110 COEUR DALENE ID 83814 INTERNAL MEDICINE CLINIC 36 - KOOTENAI HEART CLINIC 1300 E MULLAN AVE POST FALLS ID 83854 HEART CLINIC 37 - KOOTENAI CLINIC EAR NOSE THROAT & AUDIOL 700 W IRONWOOD DR COEUR DALENE ID 83814 EAR, NOSE, THROAT & AUDIOLOGY CLINIC 38 - KOOTENAI CLINIC EAR NOSE & THROAT 423 N 3RD AVE SANDPOINT ID 83864 EAR, NOSE & THROAT CLINIC 39 - KOOTENAI CLINIC FAMILY MEDICINE 1300 E MULLAN AVE POST FALLS ID 83854 FAMILY MEDICINE CLINIC 40 - KOOTENAI CLINIC FAMILY MEDICINE 566 W PRAIRIE AVE COEUR DALENE ID 83815 FAMILY MEDICINE CLINIC 41 - REHABILITATION SERVICES OUTPATIENT PHYSI 2180 W IRONWOOD CENTER DR COEUR DALENE ID 83814 OUTPATIENT PHYSICAL THERAPY 42 - REHABILITATION SERVICES RIVERSTONE 2236 N MERRITT CREEK LOOP SUITE B COEUR DALENE ID 83814 REHABILITATION SERVICES 43 - KOOTENAI CLINIC INTERNAL MEDICINE 1300 E MULLAN AVE POST FALLS ID 83854 INTERNAL MEDICINE CLINIC 44 - KOOTENAI URGENT CARE 566 W PRAIRIE AVE COEUR DALENE ID 83815 URGENT CARE CLINIC 45 - REHABILITATION SERVICES 1300 E MULLAN AVE POST FALLS ID 83854 PHYSICAL THERAPY, OCCUPATIONAL THERAPY, SPEECH THERAPY 46 - KOOTENAI CLINIC RHEUMATOLOGY 700 W IRONWOOD DR COEUR DALENE ID 83814 RHEUMATOLOGY CLINIC 47 - KOOTENAI CLINIC SLEEP MEDICINE 700 W IRONWOOD DR COEUR DALENE ID 83814 SLEEP MEDICINE CLINIC 48 - KOOTENAI OCCUPATIONAL MEDICINE 2236 N MERRITT CREEK LOOP SUITE A COEUR DALENE ID 83814 OCCUPATIONAL MEDICINE CLINIC 49 - ANTICOAGULATION SERVICES 700 W IRONWOOD DR COEUR DALENE ID 83814 ANTICOAGULATION SERVICES 50 - KOOTENAI CLINIC INFECTIOUS DISEASE 700 W IRONWOOD DR COEUR DALENE ID 83814 INFECTIOUS DISEASE CLINIC PART I, LINE 3C: PRESUMPTIVE ELIGIBILITY: FACTORS THAT CAN ESTABLISH A PATIENT'S NEED FOR FINANCIAL ASSISTANCE EVEN WITHOUT TRADITIONAL DOCUMENTATION INCLUDE HOMELESSNESS OR TRANSIENT STATUS, DECEASED WITH NO ESTATE, SEVERE MENTAL ILLNESS, SOCIAL OR FAMILY ABANDONMENT, OR ACTIVE ELIGIBILITY AND PARTICIPATION IN A STATE FOOD STAMP PROGRAM.CATASTROPHIC CARE: PATIENTS FACING EXTRAORDINARY MEDICAL EXPENSES MAY QUALIFY, REGARDLESS OF FPL.ASSETS: EVALUATION OF FINANCIAL STATUS INCLUDES ASSETS SUCH AS CHECKING AND SAVINGS ACCOUNTS, SECURITIES, REAL ESTATE, VEHICLES, LIFE INSURANCE, IRAS, TRUST ACCOUNTS, AND OTHER PROPERTY.OUT-OF-STATE MEDICAID: PATIENTS WITH OUT-OF-STATE MEDICAID (FOR WHICH NO PROVIDER NUMBER EXISTS) OR THOSE UNABLE TO PROVIDE DOCUMENTATION MAY STILL QUALIFY FOR FREE CARE UNDER SPECIAL CIRCUMSTANCES. PART I, LINE 7: UTILIZED WKST 2 COST-TO-CHARGE RATIO. 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 $ 34,201,822. PART I, LINE 3B: KOOTENAI HEALTH USES THE FEDERAL POVERTY GUIDELINE (FPG) TO DETERMINE ELIGIBILITY. PATIENTS OR HOUSEHOLDS WITH INCOME AT OR BELOW 250% OF THE FPG QUALIFY FOR A 100% WRITE-OFF. THERE IS NO TIERED OR PARTIAL DISCOUNT. PART III, LINE 2: BAD DEBT WRITE-OFFS LESS RECOVERIES PLUS CHANGE IN BAD DEBT ALLOWANCE. PART III, LINE 3: MANAGEMENT PROVIDES FOR PROBABLE UNCOLLECTIBLE AMOUNTS, PRIMARILY UNINSURED PATIENTS AND AMOUNTS PATIENTS ARE PERSONALLY RESPONSIBLE FOR, THROUGH A CHARGE TO OPERATIONS AND A CREDIT TO A VALUATION ALLOWANCE BASED ON ITS ASSESSMENT OF HISTORICAL COLLECTION LIKELIHOOD AND THE CURRENT STATUS OF INDIVIDUAL ACCOUNTS. THESE AMOUNTS ARE REVIEWED AND ADJUSTED MONTHLY. BALANCES THAT ARE STILL OUTSTANDING AFTER MANAGEMENT HAS USED REASONABLE COLLECTION EFFORTS ARE WRITTEN OFF THROUGH A CHARGE TO THE VALUATION ALLOWANCE AND A CREDIT TO ACCOUNTS RECEIVABLE. MANY TIMES, PATIENTS ARE UNABLE TO COMPLETE THE REQUIRED CHARITY CARE APPLICATION AND ARE TRANSFERRED TO COLLECTION SERVICES EVEN THOUGH THE HOSPITAL PROVIDES THIS INFORMATION TO ALL PATIENTS AND ASSISTANCE WITH THE APPLICATIONS. DUE TO NO RESPONSES FROM SOME PATIENTS, A SIGNIFICANT AMOUNT OF BAD DEBTS COULD BE CONSIDERED AS CHARITY CARE. PART III, LINE 4: PAGE 17 OF THE ATTACHED FINANCIAL STATEMENTS CONTAINS THE FOOTNOTE DESCRIBING BAD DEBT. PART III, LINE 8: WHETHER THERE IS A SHORTFALL OR SURPLUS FROM SERVICES PROVIDED TO MEDICARE BENEFICIARIES, THESE PATIENTS ARE PREDOMINANTLY ELDERLY AND/OR DISABLEDA POPULATION THAT FACES GREATER HEALTHCARE ACCESS CHALLENGES. THE MEDICARE SHORTFALL REPRESENTS THE GAP BETWEEN THE COST OF CARE AND MEDICARE REIMBURSEMENT, WHICH KOOTENAI HEALTH ABSORBS TO ENSURE THESE VULNERABLE COMMUNITY MEMBERS RECEIVE NECESSARY MEDICAL SERVICES. THIS UNREIMBURSED CARE SUPPORTS THE ORGANIZATION'S MISSION AND CONSTITUTES A COMMUNITY BENEFIT BY MAINTAINING ACCESS TO ESSENTIAL HEALTHCARE FOR UNDERSERVED POPULATIONS.KOOTENAI HEALTH'S MEDICARE SURPLUS (SHORTFALL) CALCULATION IS BASED ON ITS FILED MEDICARE COST REPORT, USING MEDICARE ALLOWABLE COSTS FROM WORKSHEET D 1, PART II, LINE 49, AND MEDICARE REVENUE AND ADJUSTMENTS FROM WORKSHEET D, PART V, LINE 202, AND WORKSHEET E, PART A, LINES 59 AND 71.01, AS WELL AS PART B ADJUSTMENTS FROM WORKSHEET E, PART B, LINES 24 AND 40.01. THIS METHODOLOGY FOLLOWS MEDICARE'S COST REPORTING RULES, EXCLUDES NON ALLOWABLE EXPENSES, AND REFLECTS THE NET DIFFERENCE BETWEEN ALLOWABLE COSTS AND REVENUES FOR MEDICARE SERVICES. PART III, LINE 9B: OUR WRITTEN DEBT COLLECTION POLICY REQUIRES THAT REASONABLE EFFORTS BE MADE TO DETERMINE FINANCIAL ASSISTANCE ELIGIBILITY BEFORE PURSUING COLLECTION ACTIVITY. PATIENTS ARE NOTIFIED OF AVAILABLE ASSISTANCE, AND EXTRAORDINARY COLLECTION ACTIONS ARE NOT TAKEN UNTIL AT LEAST 120 DAYS AFTER THE FIRST BILL AND ONLY AFTER CONFIRMING FINANCIAL ASSISTANCE HAS BEEN ADDRESSED. IF A PATIENT IS LATER FOUND ELIGIBLE, ANY COLLECTION ACTIONS ARE REVERSED. PART VI, LINE 2: KOOTENAI HEALTH ASSESSES COMMUNITY HEALTH NEEDS THROUGH PATIENT DATA, SERVICE UTILIZATION, COMMUNITY SURVEYS, AND INPUT FROM PUBLIC HEALTH AGENCIES. THESE ASSESSMENTS HELP IDENTIFY GAPS IN CARE AND GUIDE PROGRAMS AND OUTREACH TO ADDRESS THE MOST PRESSING HEALTH NEEDS OF THE POPULATION SERVED. PART VI, LINE 3: KOOTENAI HEALTH EDUCATES PATIENTS ABOUT ELIGIBILITY FOR GOVERNMENT PROGRAMS AND ITS FINANCIAL ASSISTANCE POLICY THROUGH IN-PERSON AND PHONE GUIDANCE FROM FINANCIAL COUNSELORS AND SOCIAL WORKERS. WRITTEN MATERIALS, INCLUDING THE FAP APPLICATION AND PLAIN LANGUAGE SUMMARIES, ARE AVAILABLE ON THE HOSPITAL WEBSITE, IN PUBLIC AREAS, AND UPON REQUEST. STAFF ASSIST PATIENTS IN SCREENING, DOCUMENTING, AND APPLYING FOR ALL AVAILABLE ASSISTANCE TO ENSURE ACCESS TO MEDICALLY NECESSARY CARE. PART VI, LINE 4: KOOTENAI HEALTH SERVES AS THE REGIONAL TERTIARY REFERRAL CENTER FOR A 10-COUNTY AREA IN NORTHERN IDAHO, ENCOMPASSING URBAN, SUBURBAN, AND RURAL POPULATIONS. THE COMMUNITY INCLUDES YOUNG FAMILIES, WORKING ADULTS, SENIORS, AND TRIBAL HEALTH PATIENTS, WITH A RANGE OF SOCIOECONOMIC LEVELS, INCLUDING RESIDENTS AT OR BELOW 250% OF THE FEDERAL POVERTY LEVEL. KOOTENAI HEALTH PROVIDES COMPREHENSIVE MEDICALLY NECESSARY SERVICES, ADDRESSING PRIMARY, SPECIALTY, TERTIARY, AND EMERGENCY CARE NEEDS WHILE PROMOTING ACCESS AND QUALITY, AND RESOURCE SUPPORT FOR SURROUNDING RURAL COMMUNITIES AND A DIVERSE POPULATION. PART VI, LINE 5: KOOTENAI HEALTH PROMOTES COMMUNITY HEALTH THROUGH AN OPEN MEDICAL STAFF, A COMMUNITY-BASED BOARD, AND REINVESTMENT OF SURPLUS FUNDS INTO HEALTH PROGRAMS, FACILITY IMPROVEMENTS, AND TARGETED SUPPORT FOR RURAL AND UNDERSERVED AREAS. THE HOSPITAL IMPLEMENTS INITIATIVES IN PREVENTIVE CARE, CHRONIC DISEASE MANAGEMENT, AND HEALTH EDUCATION FOR UNDERSERVED POPULATIONS. PART VI, LINE 6: KOOTENAI HEALTH, AS THE CORNERSTONE OF A REGIONAL HEALTH SYSTEM AND THE PRIMARY ACUTE AND TERTIARY CARE FACILITY FOR A 10-COUNTY AREA IN NORTHERN IDAHO, COLLABORATES WITH AFFILIATES THAT PROVIDE OUTPATIENT, PRIMARY, AND SPECIALTY CARE SERVICES. TOGETHER, THE SYSTEM COORDINATES RESOURCES, PROGRAMS, AND OUTREACH TO IMPROVE ACCESS, QUALITY, PREVENTIVE CARE, AND SUPPORT FOR RURAL, TRIBAL, AND UNDERSERVED COMMUNITIES IN OUR REGION. PART VI, LINE 7, REPORTS FILED WITH STATES ID 0 BENEWAH COUNTY HOSPITAL 229 S 7TH STREET ST MARIES ID 83861 826004163 BENEWAH COUNTY, ID 22000 0 REGIONAL HEALTHCARE COALITION SAFE PASSAGE CHILDREN'S ADVOCACY CENTER 850 N 4TH STREET COEUR DALENE ID 83814 820341451 501(C)(3) 0 18237 PURCHASE PRICE CORTEXFLO PHOTOGRAPHIC EXAMINATION SYSTEM COMMUNITY PARTNER FOR OVW GRANT GRITMAN MEDICAL CENTER 700 S MAIN STREET MOSCOW ID 83843 820146328 501(C)(3) 10039 0 REGIONAL HEALTHCARE COALITION SYRINGA HOSPITAL DISTRICT 607 W MAIN STREET GRANGEVILLE ID 83530 820316476 IDAHO COUNTY, ID 9700 0 REGIONAL HEALTHCARE COALITION KOOTENAI HEALTH FOUNDATION 2003 KOOTENAI HEALTH WAY COEUR DALENE ID 83814 921896475 501(C)(3) 9000 0 FM RESIDENCY ST MARIES FIRE PROTECTION 308 W JEFFERSON AVE ST MARIES ID 83861 820397296 BENEWAH COUNTY, ID 5845 0 REGIONAL HEALTHCARE COALITION 6 PART I, LINE 2: THE HOSPITAL IS A SUBGRANTEE OF A BIOTERRORISM GRANT FROM THE STATE OF IDAHO. RECIPIENT HOSPITALS ARE PART OF A REGIONAL HEALTHCARE COALITION AND THESE GRANTS ARE EXPENSE REIMBURSEMENTS TO THOSE HOSPITALS AS PART OF THE GRANT INITIATIVE. X 1 0 X X X X 0 1 0 0 0 0 0 0 0 JON NESS CEO (RETIRED 3/2024) 234458 0 363163 0 1428164 0 4655 0 5250 0 2035690 0 0 0 ROBERT BURNETT MD CARDIOVASCULAR SURGERY MEDICAL DIREC 1270703 0 110915 0 387 0 0 0 19334 0 1401339 0 0 0 ERICK MONTERO MD CARDIOTHORACIC SURGEON 1237662 0 110915 0 207 0 0 0 15074 0 1363858 0 0 0 JOHN MCGOWAN MD NEUROSURGEON 1103266 0 48875 0 135 0 0 0 10483 0 1162759 0 0 0 TORI LENNOX MD CARDIOTHORACIC SURGEON 1041067 0 80372 0 90 0 0 0 1835 0 1123364 0 0 0 MICHELE MURPHY-COOK MD HEART SERVICES PHYSICIAN 1012284 0 60000 0 90 0 0 0 20074 0 1092448 0 0 0 JAMESON SMITH CEO (BEGINNING 3/2024) 653232 0 100000 0 41932 0 9866 0 16993 0 822023 0 0 0 MICHELE BOUIT CFO 516908 0 173254 0 19659 0 12723 0 20822 0 743366 0 0 0 RYAN SMITH CHIEF INFORMATION OFFICER 384486 0 106901 0 46386 0 10403 0 17935 0 566111 0 0 0 JOHN WEINSHEIM EXECUTIVE VP KOOTENAI CLINIC 337525 0 96290 0 60346 0 14663 0 23368 0 532192 0 0 0 KELLY ESPINOZA RN 354301 0 100106 0 7524 0 11946 0 26566 0 500443 0 0 0 PART I, LINE 1A HOUSING STIPEND PAID TO JAMESON SMITH, INCLUDED IN TAXABLE COMPENSATION. PART I, LINE 4B PAYMENTS FROM SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN 457F: - RYAN SMITH $43,384 - JOHN WEINSHEIM $55,007 - JON NESS - AFTER SERVING MORE THAN TEN YEARS AS CEO, JON NESS RETIRED IN 2024 AND RECEIVED A HIGH DEFERRED COMPENSATION PAYOUT TOTALING $1,189,150. PART I, LINE 2: KOOTENAI HEALTH DOES NOT REQUIRE SUBMISSION OF EXPENSES WITH RESPECT TO HOUSING ALLOWANCES. OUR TALENT ACQUISITION TEAM KEEPS ABREAST OF RENTAL CONDITIONS IN THE LOCAL MARKET. BASED UPON THE MARKET INFORMATION, EXECUTIVES ARE OFFERED A MONTHLY STIPEND TO ASSIST THEM WITH THEIR CAREER TRANSITION TO KOOTENAI HEALTH. THE STIPEND IS ADDED TO W-2 EARNINGS FOR THE RECIPIENT AND IS GENERALLY GRANTED FOR 3-6 MONTHS. A KOOTENAI HOSPITAL DISTRICT 820231746 451295WB1 2014-07-09 74715000 HOSPITAL EXPANSION, MACHINERY, EQUIPMENT, FURNITURE, OTHER PERSONAL PROPERTY 0 0 1 B IDAHO HEALTH FACILITIES AUTHORITY 826051863 451295YU7 2017-10-19 40727134 HOSPITAL EXPANSION, MACHINERY, EQUIPMENT, FURNITURE, OTHER PERSONAL PROPERTY 0 0 0 A 10945000 74715000 652000 74063000 2016 0 0 1 1 B 5020000 40727134 314687 40412448 2018 0 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 A 0 1 0 0 0 0 0 0 1 B 0 1 0 0 0 0 0 0 1 A 1 B 1 ST JOSEPH ENT ST. JOSEPH ENT IS OWNED BY DIRECTOR, DR. THOMAS DETAR, MD, 275477 KOOTENAI HEALTH PAID ST. JOSEPH ENT FOR ENT ON CALL AND TRAUMA SERVICES. 0 FORM 990, PART III, LINE 2 KOOTENAI HEALTH TRANSITIONED FROM A HOSPITAL DISTRICT TO A NONPROFIT 501(C)(3) ORGANIZATION ON JANUARY 1, 2024. THIS WAS ACCOMPLISHED THROUGH AN OPERATING STRUCTURE CHANGE. STRUCTURED AS A CONVEYANCE, KOOTENAI HEALTH'S ASSETS, LIABILITIES, AND OPERATIONS TRANSITIONED TO THE KOOTENAI HEALTH FOUNDATION, WHICH WAS AN EXISTING 501(C)(3) ORGANIZATION. POST-CONVERSION, THE KOOTENAI HEALTH FOUNDATION SET UP A NEW 501(C)(3) TO CONTINUE THEIR MISSION. NOW STRUCTURED AS A 501(C)(3) ORGANIZATION KOOTENAI HEALTH CONTINUES TO PROVIDE HEALTH CARE SERVICES TO THE RESIDENTS OF KOOTENAI COUNTY, IDAHO AND THE SURROUNDING AREAS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS THREE CORPORATE MEMBERS WHO ARE BROADLY REPRESENTATIVE OF THE COMMUNITY SERVED. MEMBERS ARE RESPONSIBLE FOR ELECTING AND REMOVING DIRECTORS, APPROVING AMENDMENTS TO THE ARTICLES, APPROVING PLANS OF MERGER INVOLVING THE CORPORATION, AND APPROVING DISSOLUTION OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ARE BROADLY REPRESENTATIVE OF THE COMMUNITY SERVED. MEMBERS ARE RESPONSIBLE FOR ELECTING AND REMOVING DIRECTORS, APPROVING AMENDMENTS TO THE ARTICLES, APPROVING PLANS OF MERGER INVOLVING THE CORPORATION, AND APPROVING DISSOLUTION OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS ARE RESPONSIBLE FOR ELECTING AND REMOVING DIRECTORS, APPROVING AMENDMENTS TO THE ARTICLES, APPROVING PLANS OF MERGER INVOLVING THE CORPORATION, AND APPROVING DISSOLUTION OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES THAT ARE ABLE TO ACT ON BEHALF OF THE GOVERNING BOARD. MINUTES OF COMMITTEE MEETINGS AND COMMITTEE RECOMMENDATIONS ARE SUBMITTED TO THE BOARD AS A WHOLE FOR CONSIDERATION. FORM 990, PART VI, SECTION B, LINE 11B A COPY WILL BE PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY APPLIES TO ALL STAFF, BOARD MEMBERS, OFFICERS, CONTRACTORS, AND VOLUNTEERS OF KOOTENAI HEALTH AND ITS AFFILIATES. INITIAL DETERMINATIONS ARE MADE BY THE DEPARTMENT DIRECTOR AND/OR VICE PRESIDENT OF THE EMPLOYEE. EMPLOYEES MUST SUBMIT A DISCLOSURE OF PERSONAL AND PROFESSIONAL INTERESTS FORM TO THEIR RESPECTIVE DIRECTOR AND/OR VICE PRESIDENT FOR REVIEW. AFTER THE INITIAL REVIEW, THE COMPLETED DISCLOSURE FORM IS FORWARDED TO THE COMPLIANCE OFFICER FOR CONFIRMATION OF THE DIRECTOR AND/OR VICE PRESIDENT'S DECISION. IF NEEDED, A CONSULT MAY BE REQUESTED WITH THE VICE PRESIDENT, COMPLIANCE OFFICE, VICE PRESIDENT OF HUMAN RESOURCES, OR LEGAL COUNSEL. FOLLOWING CONSULTATION, THE DEPARTMENT DIRECTOR AND VICE PRESIDENT WILL ISSUE A WRITTEN DECISION REGARDING WHETHER THE ACTIVITY IN QUESTION IS PERMISSIBLE, PERMISSIBLE WITH CERTAIN CLEARLY SPECIFIED CONDITIONS, OR NOT PERMISSIBLE. FORM 990, PART VI, SECTION B, LINE 15 CEO COMPENSATION IS DETERMINED BY THE PHYSICIAN AND EXECUTIVE COMPENSATION COMMITTEE (A SUBCOMMITTEE OF KOOTENAI HEALTH'S BOARD OF DIRECTORS) WHERE SULLIVAN COTTER SHARES MARKET INFORMATION AND ADVISES ON ALL ASPECTS OF COMPENSATION BASE, INCENTIVE, BENEFITS AND RETIREMENT FOR EXECUTIVES. THE COMMITTEE MAKES THESE SPECIFIC DECISIONS WITHIN OUR MEETINGS FOR THE CEO. THESE DECISIONS ARE DOCUMENTED IN THE MEETING MINUTES. FOR THE REST OF THE EXECUTIVES, THE COMMITTEE DELEGATES SPECIFIC DECISION AUTHORITY REGARDING ANNUAL BASE SALARY INCREASES TO THE CEO. THE COMMITTEE OVERSEES THE TOTAL SPEND AND LOOKS TO SULLIVAN COTTER'S REASONABLENESS OPINION REGARDING EACH SPECIFIC EXECUTIVE'S TOTAL COMPENSATION INCLUSIVE OF BASE, INCENTIVE, BENEFITS AND RETIREMENT. WITH RESPECT TO INCENTIVE, BENEFITS AND RETIREMENT, THE COMMITTEE MAKES THESE DECISIONS FOR ALL THE EXECUTIVES INCLUDING THE CEO. THESE DECISIONS ARE WELL DOCUMENTED IN THE COMMITTEE'S MINUTES. THE COMMITTEE GENERALLY MEETS THREE TIMES A YEAR. IN Q1 TO SET INCENTIVE GOALS FOR THE EXECUTIVES, IN Q2 TO REVIEW INCENTIVE PAYOUT AND BASE SALARY DECISIONS AND Q3 TO REVIEW MARKET MOVEMENT AND TRENDS. EACH OF THE MEETING'S MINUTES ARE DETAILED AND SPECIFIC AS TO DECISIONS, AFFIRMATION OF MARKET POSITIONING, AFFIRMATION OF COMPENSATION PHILOSOPHY AND AFFIRMATION OF SULLIVAN COTTER'S REASONABLENESS OPINION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND POLICIES AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST IN THE NET ASSETS OF THE FOUNDATION 1,784,667. TRANSFER OF NET ASSETS FROM KOOTENAI HOSPITAL, INC. 541,292,897. TRANSFER OF NET ASSETS TO KOOTENAI HEALTH FOUNDATION, INC. -2,413,393. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. FORM 990, PART VI, LINE 16B: KOOTENAI HEALTH DOES NOT CURRENTLY HAVE A POLICY ADDRESSING PARTICIPATION IN JOINT VENTURES BUT IS WORKING TO IMPLEMENT A POLICY. 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