2025-08-14T11:29:44+00:00 2024-09-30 440160260 Forvis Mazars LLP 910 E St Louis 200 PO Box 1190 Springfield MO 658062523 990 2023-10-01 431183783 Primrose Place Inc PRIM 4178879784 1423 N JEFFERSON SPRINGFIELD MO 65802 MAX BUETOW CHAIR 4172693108 2025-08-14 true Brian Todd P00422601 4178658701 2025-08-14 2023 2025-03-06 01:10:19Z X MAX BUETOW 1423 N JEFFERSON SPRINGFIELD MO 65802 48597 false X N/A X 1979 MO TO SUPPORT THE ACTIVITIES OF LESTER E. COX MEDICAL CENTERS. X 3 0 0 0 0 0 0 0 0 0 0 0 48050 48597 48050 48597 48050 48597 0 0 0 0 0 0 0 4151 0 52201 48597 -4151 0 2510308 0 0 0 2510308 0 X TO IMPROVE THE HEALTH OF THE COMMUNITIES WE SERVE THROUGH QUALITY HEALTH CARE, EDUCATION AND RESEARCH. false true 48597 48597 TO SUPPORT ACTIVITIES FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF LESTER E. COX MEDICAL CENTERS IN ESTABLISHING AND MAINTAINING A BROAD SPECTRUM OF HEALTH AND WELFARE SERVICES. SEE SCHEDULE O FOR ADDITIONAL INFORMATION. 48597 true false false false false false false false false false false false false false false false false false false false false false false false false false true false true false false false false false false false false false false true false false true false false false true 0 0 0 false false false false false false false false false false false false X 3 0 true false false false true true true true true false false true true true true true true false false false X JAKE MCWAY 4172693018 3800 S NATIONAL SPRINGFIELD MO 65807 MAX D BUETOW CHAIR 1.0 50.0 X X 0 1617479 305452 RON J PRENGER DIRECTOR 1.0 40.0 X 0 670624 24584 JACOB M MCWAY Director 1.0 48.0 X 0 1311928 221113 VICKIE J NELSON SECRETARY 1.0 45.0 X 0 80046 11742 STEVE EDWARDS FORMER PRESIDENT/CEO 0.0 8.0 X 0 718423 34105 0 4398500 596996 0 true true false 0 0 0 0 0 0 0 0 0 0 0 INVESTMENT DISTRIBUTIONS 900099 48597 48597 0 0 0 0 48597 48597 0 0 48597 48597 48597 0 0 0 0 0 0 0 0 48597 48597 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 12897 0 1135595 0 0 0 1361816 0 2510308 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1374713 1135595 0 0 0 2510308 0 2510308 0 X 0 -2510308 X false true X true false X X 1 LESTER E COX MEDICAL CENTERS 440577118 3 true 0 0 1 0 0 true false false false false false false false false false false false false false false true false true COXHEALTH FOUNDATION 3525 S NATIONAL AVE SPRINGFIELD MO 65807 436810485 501(C)(3) 48597 SUPPORT 1 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. PRIMROSE PLACE IS RELATED TO THE RECIPIENT ORGANIZATION, COXHEALTH FOUNDATION; THEREFORE, PRIMROSE PLACE TOP MANAGEMENT IS ABLE TO WITNESS THE USE OF GRANT FUNDS FIRST HAND. false true false false false false true false false STEVE EDWARDS FORMER PRESIDENT/CEO 0 218675 0 205935 0 293813 0 16500 0 17605 0 752528 0 292665 MAX D BUETOW CHAIR 0 1041070 0 556570 0 19839 0 289441 0 16011 0 1922931 0 0 RON J PRENGER DIRECTOR 0 505090 0 146139 0 19395 0 16500 0 8084 0 695208 0 0 JACOB M MCWAY Director 0 769096 0 354929 0 187903 0 200249 0 20864 0 1533041 0 153057 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan STEVE EDWARDS, MAX BEUTOW, AND JACOB MCWAY PARTICIPATE IN A 457(F) NONQUALIFIED RETIREMENT PLAN WITH LESTER E. COX MEDICAL CENTERS: -STEVE EDWARDS RECEIVED AN EXECUTIVE 457(F) DISTRIBUTION OF $292,665, WHICH WAS REPORTED AS DEFERRED COMPENSATION ON A PRIOR FORM 990. - JACOB MCWAY RECEIVED AN EXECUTIVE 457(F) CONTRIBUTION OF $183,749. - JACOB MCWAY RECEIVED AN EXECUTIVE 457(F) DISTRIBUTION OF $153,057, WHICH WAS REPORTED AS DEFERRED COMPENSATION ON A PRIOR FORM 990. - MAX BUETOW RECEIVED AN EXECUTIVE 457(F) CONTRIBUTION OF $273,241. - MAX BUETOW RECEIVED AN EXECUTIVE 457(F) DISTRIBUTION OF $273,241 , WHICH WAS REPORTED AS DEFERRED COMPENSATION ON A PRIOR FORM 990. Schedule J, Part I, Line 6b Compensation contingent on net earnings of a related organization KEY EMPLOYEES HAVE NET EARNINGS AS ONE COMPONENT OF A BALANCED SCORECARD METRIC CONTAINED WITHIN A BONUS PROGRAM. EMPLOYED PHYSICIANS ARE PAID BASED ON A SALARY, A FORMULA USING COLLECTIONS AND EXPENSES, AN AMOUNT PER RVU, OR A COMBINATION OF THESE. EXECUTIVE LEVEL STAFF ARE ELIGIBLE FOR ADDITIONAL COMPENSATION BASED ON A VARIETY OF PERFORMANCE INDICATORS IN QUALITY, CUSTOMER AND EMPLOYEE SATISFACTION AND BUSINESS PERFORMANCE MEASURES. Schedule J, Part II BOARD MEMBER COMPENSATION NO COMPENSATION WAS PROVIDED FOR RESPONSIBILITIES ASSOCIATED WITH BEING A BOARD DIRECTOR. COMPENSATION REPORTED FOR SEVERAL BOARD MEMBERS LISTED ON SCHEDULE J REPRESENTS EMPLOYEE OR INDEPENDENT CONTRACTOR COMPENSATION UNRELATED TO SERVICE AS A BOARD MEMBER. Schedule J, Part II, Column (F) BOARD MEMBER COMPENSATION COMPENSATION IS REPORTED ON THE FORM 990 IN THE YEAR THAT THE COMPENSATION IS EARNED BY OR AWARDED TO AN INDIVIDUAL, EVEN IF THE COMPENSATION IS NOT PAID TO THE INDIVIDUAL, IS NOT FULLY VESTED, OR IS SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE. IF COMPENSATION IS EARNED OR AWARDED IN ONE YEAR BUT PAID IN A LATER YEAR, THEN THE COMPENSATION IS REPORTED A SECOND TIME ON THE FORM 990 IN THE YEAR THE COMPENSATION IS VESTED OR PAID TO THE INDIVIDUAL. LAND 2024-05-16 12897 BOOK VALUE 440577118 LESTER E COX MEDICAL CENTERS 1423 N JEFFERSON Springfield MO 65802 501(c)(3) INVESTMENTS - PUBLICLY TRADED SECURITIES 2024-05-16 1135595 BOOK VALUE 440577118 LESTER E COX MEDICAL CENTERS 1423 N JEFFERSON Springfield MO 65802 501(c)(3) OTHER RECEIVABLE 2024-05-16 1361816 BOOK VALUE 440577118 LESTER E COX MEDICAL CENTERS 1423 N JEFFERSON Springfield MO 65802 501(c)(3) true true false false true true true true false Schedule N, Part I, Line 2a Interested person is a director or trustee of successor org. JACOB MCWAY AND MAX BUETOW ARE DIRECTORS OF SUCCESSOR ORGANIZATION Schedule N, Part I, Line 2b Interested person is an employee or ind. contractor of successor org. JACOB MCWAY, MAX BUETOW, RON PRENGER, AND VICKIE NELSON ARE EMPLOYED BY SUCCESSOR ORGANIZATION. Form 990, Part III, Line 4a PROGRAM SERVICES HEALTH AND WELFARE SERVICES INCLUDE PROVIDING PREVENTIVE, CURATIVE, REHABILITATIVE AND RESTORATIVE HEALTHCARE SERVICES, HEALTH APPRAISAL AND GUIDANCE; ESTABLISHING AND/OR OPERATING ONE OR MORE HOSPITALS; NURSING HOMES OR EDUCATIONAL PROGRAMS; MEDICAL RESEARCH; CHILD CARE SERVICES; HOME HEALTH AND INFUSION SERVICES; ESTABLISHING RELATIONSHIPS WITH LOCAL AND REGIONAL HEALTHCARE ORGANIZATION TO PROVIDE HEALTH CARE SERVICES TO THE COMMUNITIES SERVED AND SUCH OTHER PROGRAMS AS THE BOARD OF DIRECTORS DEEMS ADVISABLE AND CONSISTENT WITH THE OBJECTIVES OF ITS OPERATION AS A NONPROFIT CORPORATION. Form 990, Part III, Line 3 Significant changes in program services DURING THE YEAR, THE ORGANIZATION TRANSFERRED ALL THEIR INVESTMENTS AND PROGRAMS TO LESTER E. COX MEDICAL CENTER, A RELATED ORGANIZATION. Form 990, Part VI, Line 2 FAMILY/BUSINESS RELATIONSHIPS AMONGST INTERESTED PERSONS BOARD MEMBERS WHO RECEIVE COMPENSATION AND OFFICERS ARE EMPLOYED BY COXHEALTH AND ITS AFFILIATES AND THEREFORE SHARE A BUSINESS RELATIONSHIP. Form 990, Part VI, Line 6 Classes of members or stockholders PER THE ORGANIZATION'S BYLAWS, THE CORPORATION SHALL HAVE ONE MEMBER, LESTER E. COX MEDICAL CENTERS, A MISSOURI NONPROFIT CORPORATION. THE ORGANIZATION IS A REMOTELY CONTROLLED SUBSIDIARY AND THE MEMBER IS A CONTROLLED SUBSIDIARY OF A PARENT CORPORATION KNOWN AS COXHEALTH. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE FOLLOWING CORPORATE POWERS AND RESPONSIBILITIES SHALL BE SOLELY AND SPECIFICALLY RESERVED TO THE MEMBER: (A) TO ESTABLISH AND CHANGE THE BUSINESS PURPOSES, MISSION, VISION OR VALUES OF PRIMROSE; (B) TO APPROVE AMENDMENTS TO THE ARTICLES OF INCORPORATION OF PRIMROSE; (C) TO APPROVE AMENDMENTS TO THE BYLAWS OF PRIMROSE; (D) TO APPROVE THE ADOPTION OF AND ANY REVISION TO THE CHARTERS FOR ALL COMMITTEES ESTABLISHED BY THE BOARD; (E) TO APPOINT AND REMOVE THE DIRECTORS OF PRIMROSE, SUBJECT TO CERTAIN STIPULATIONS MENTIONED IN THE BYLAWS, AND TO APPOINT AND REMOVE THE OFFICERS OF THE BOARD OF PRIMROSE; (F) TO APPOINT THE AUDITOR AND THE CORPORATE COUNSEL FOR PRIMROSE AND ITS CONTROLLED SUBSIDIARIES OR REMOTELY CONTROLLED SUBSIDIARIES; (G) TO ESTABLISH CENTRALIZED EMPLOYEE BENEFIT, INSURANCE, INVESTMENT, FINANCING, MARKETING, LEGAL, CORPORATE COMPLIANCE, PERFORMANCE ASSESSMENT AND IMPROVEMENT AND OTHER OPERATIONAL AND SUPPORT PROGRAMS; TO REQUIRE THE PARTICIPATION OF PRIMROSE IN SUCH PROGRAMS; AND TO AUTHORIZE THE OPENING AND CLOSING OF BANK ACCOUNTS AND INVESTMENT ACCOUNTS IN THE NAME OF PRIMROSE; (H) TO APPROVE THE MERGER, CONSOLIDATION OR DISSOLUTION OF PRIMROSE OR THE SALE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF PRIMROSE; (I) TO APPROVE THE FORMATION OF A CONTROLLED SUBSIDIARY OR A REMOTELY CONTROLLED SUBSIDIARY; (J) TO APPROVE THE ACQUISITION OR DISPOSITION BY PRIMROSE OF ANOTHER LEGAL ENTITY OR AN INTEREST IN ANOTHER LEGAL ENTITY; (K) AFTER RECEIVING INPUT FROM THE BOARD, TO APPROVE THE STRATEGIC PLAN AND THE OPERATING AND CAPITAL BUDGETS OF PRIMROSE; (L) APPROVAL OF PRIMROSE'S UNBUDGETED DEBT AND CAPITAL EXPENDITURES OF ONE HUNDRED THOUSAND DOLLARS ($100,000) OR GREATER; (M) TO AUTHORIZE OR APPROVE THE ACQUISITION OR DISPOSITION BY PRIMROSE OF REAL PROPERTY OR ANY INTEREST IN REAL PROPERTY HAVING A VALUE OF ONE HUNDRED THOUSAND DOLLARS ($100,000) OR GREATER; (N) TO APPROVE THE SALE OR PURCHASE OF ANY PROPERTY OF PRIMROSE HAVING A VALUE OF ONE HUNDRED THOUSAND DOLLARS ($100,000) OR GREATER; (O) TO AUTHORIZE AND APPROVE BORROWING MONEY OR ENTERING INTO FINANCIAL GUARANTIES BY PRIMROSE, INCLUDING ACTIONS RELATING TO THE FORMATION, JOINING, OPERATION, WITHDRAWAL FROM AND TERMINATION OF A CREDIT GROUP OR AN OBLIGATED GROUP AND THE GRANTING OF SECURITY INTERESTS IN THE PROPERTY OF PRIMROSE; (P) TO REQUIRE PRIMROSE TO TRANSFER ASSETS, INCLUDING BUT NOT LIMITED TO CASH, TO THE MEMBER AND/OR PARENT; (Q) TO APPROVE THE TRANSFER OF ASSETS BY PRIMROSE TO ANY ENTITY OTHER THAN THE MEMBER AND/OR PARENT, OTHER THAN TRANSFERS MADE IN THE ORDINARY COURSE OF OPERATIONS OF PRIMROSE WHICH WILL NOT REQUIRE APPROVAL OF THE PARENT; (R) TO APPROVE THE RATE OF PAYMENT, COMPENSATION OR RENT AND/OR ANY PROVISIONS CONCERNING THE EXCLUSIVITY WITH RESPECT TO ANY CONTRACT FOR PHYSICIAN SERVICES AND ANY LEASE/TIMESHARE AGREEMENT BETWEEN ANY PHYSICIAN OR PHYSICIAN GROUP, ON THE ONE HAND, AND PRIMROSE OR ANY CONTROLLED SUBSIDIARY OR REMOTELY CONTROLLED SUBSIDIARY, ON THE OTHER HAND, ALL IN ACCORDANCE WITH SUCH POLICIES AND PROCESSES WHICH MAY BE PROMULGATED FROM TIME TO TIME BY THE MEMBER AND/OR PARENT; (S) TO APPROVE CHANGES TO THE TYPE OF OR RELOCATION OF PHYSICIAN PROFESSIONAL MEDICAL SERVICES OFFERED BY PRIMROSE, WHERE THE CHANGE INVOLVES (A) SERVICES OFFERED OR PROVIDED BY CMG PHYSICIANS AND (B)(I) A CHANGE IN VENUE OR PROVIDER STATUS OF THE MEDICAL SERVICE, (II) THE CESSATION OF A PRE-EXISTING MEDICAL SERVICE, OR (III) THE OFFERING OF A NEW MEDICAL SERVICE; (T) TO ENGAGE, APPROVE, AND TO FINALIZE ANY AND ALL CONTRACTS OR AGREEMENTS WITH ANY THIRD-PARTY HOSPITAL-BASED PHYSICIAN GROUPS (ANESTHESIOLOGISTS, PATHOLOGISTS, RADIOLOGISTS, OR EMERGENCY MEDICINE PHYSICIANS) THAT WILL RENDER PROFESSIONAL SERVICES TO PRIMROSE; (U) TO OVERRIDE AND REVERSE ANY DECISION MADE OR ACTION AUTHORIZED BY THE PRIMROSE BOARD TO THE EXTENT THAT SUCH DECISION OR ACTION CONFLICTS WITH A DECISION MADE OR ACTION AUTHORIZED BY THE JOINT OPERATIONS COMMITTEE; (V) TO DETERMINE THE EXTENT TO WHICH AND THE MANNER IN WHICH THE POWERS DESCRIBED IN THIS SECTION ARE RESERVED TO THE PARENT WITH RESPECT TO PRIMROSE ARE TO BE INCLUDED IN THE GOVERNING DOCUMENTS OF ANY CONTROLLED SUBSIDIARY OR REMOTELY CONTROLLED SUBSIDIARY AND EXERCISED WITH RESPECT TO ANY CONTROLLED SUBSIDIARY OR ANY REMOTELY CONTROLLED SUBSIDIARY. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON THE AUDITED FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY THE ACCOUNTING DEPARTMENT OF THE ORGANIZATION. PRIOR TO FILING, FORM 990 IS FIRST REVIEWED BY MEMBERS OF TOP MANAGEMENT. IN ADDITION, A FINAL COPY IS PROVIDED TO THE BOARD OF DIRECTORS THROUGH THE ONLINE BOARD PORTAL. Form 990, Part VI, Line 12c Conflict of interest policy COXHEALTH OFFICERS, DIRECTORS AND KEY EMPLOYEES, AS WELL AS OFFICERS, DIRECTORS, KEY EMPLOYEES OF THE COXHEALTH AFFILIATES, AND/OR COMMITTEES WITH DELEGATED AUTHORITY TO MAKE DECISIONS, ARE ANNUALLY REQUIRED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST FOLLOWING THE CORPORATE COMPLIANCE POLICY, SET FORTH BELOW. IN ADDITION, THE COXHEALTH BYLAWS CONTAIN A CONFLICT OF INTEREST PROVISION TO ENSURE BOARD MEMBERS MAKE DECISIONS THAT ARE CONFLICT FREE, OR IF A CONFLICT IS PRESENT, THAT IT IS FULLY DISCLOSED FOR THE BOARD'S CONSIDERATION. COXHEALTH'S EMPLOYEES AND BOARD MEMBERS MUST AVOID ALL ACTIVITIES, ASSOCIATIONS OR INTERESTS THAT CREATE A CONFLICT OF INTEREST. CONFLICTS OF INTEREST FOR EMPLOYEES MUST BE REPORTED TO THE CORPORATE INTEGRITY DEPARTMENT. A FILE WILL BE MAINTAINED OF ALL REPORTED CONFLICTS OF INTEREST. FOR MEDICAL STAFF MEMBERS, THE CONFLICT OF INTEREST PROCESS MAY BE ACCESSED THROUGH THE MEDICAL STAFF OFFICE. FOR BOARD MEMBERS, THE CONFLICT OF INTEREST PROCESS IS HANDLED THROUGH A SUB-COMMITTEE OF THE BOARD WITH THE ASSISTANCE OF THE EXECUTIVE OFFICE AND IS DEFINED IN THE BOARD BYLAWS. IF ANY OFFICER OR DIRECTOR IS FOUND TO HAVE A CONFLICT OF INTEREST, SUCH PERSON SHALL NEITHER VOTE NOR USE HIS OR HER INFLUENCE TO AFFECT ANY DECISION RELATING TO THE CONFLICT, AND SUCH PERSON SHOULD NOT BE INCLUDED IN DETERMINING WHETHER A QUORUM PARTICIPATED IN THE DECISION. SUCH PERSON IS PERMITTED TOBRIEFLY STATE HIS OR HER POSITION ON THE MATTER, AND ANSWER PERTINENT QUESTIONS ABOUT IT, IF HIS OR HER KNOWLEDGE OR EXPERTISE COULD ASSIST THOSE PARTICIPATING IN THE DECISION. FOR VENDORS, THE POLICY IS DISTRIBUTED AT THEIR FIRST CONTRACT WITH COXHEALTH. Form 990, Part VI, Line 19 Required documents available to the public GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON WRITTEN REQUEST FOR A LEGITIMATE BUSINESS PURPOSE (AS DETERMINED BY TOP MANAGEMENT). APPROVED DOCUMENTS CAN BE VIEWED AT THE COXHEALTH ADMINISTRATIVE OFFICES. Form 990, Part XI, Line 9 Other changes in net assets or fund balances TRANSFER TO AFFILIATE - -2510308; COXHEALTH FOUNDATION 3525 S NATIONAL AVE SPRINGFIELD MO 65807 436810485 FUNDRAISING MO 501(c)(3) Type I LESTER E COX false COX-MONETT HOSPITAL INC 801 N LINCOLN AVE MONETT MO 65708 431656689 HOSPITAL MO 501(c)(3) 3 COXHEALTH false COX HPS OZARKS INC DBA COXHEALTH AT HOME 2220 W SUNSET SPRINGFIELD MO 65807 431641927 HOME HEALTH MO 501(c)(3) 10 COXHEALTH false HC SVCS INC DBA COXHEALTH AT HOME PO BOX 10939 SPRINGFIELD MO 65808 431641928 HOME HEALTH MO 501(c)(3) 10 HPS OF OZARK false LESTER E COX MEDICAL CENTERS 1423 N JEFFERSON ST SPRINGFIELD MO 65802 440577118 HOSPITAL MO 501(c)(3) 3 COXHEALTH false LESTER E COX MED CTRPROF LOSS FUND 1423 N JEFFERSON SPRINGFIELD MO 65802 366668576 SELF INSURANCE MO 501(c)(3) Type I LESTER E COX false COXHEALTH 1423 N JEFFERSON SPRINGFIELD MO 65802 471087427 HOLDING CO MO 501(c)(3) Type II NA false COX MEDICAL GROUP 1423 N JEFFERSON SPRINGFIELD MO 65802 471087566 PHYSICIANS MO 501(c)(3) Type I LESTER E COX false SKAGGS COMMUNITY HOSPITAL ASSOCIATION 525 BRANSON LANDING BLVD BRANSON MO 65616 440584290 HOSPITAL MO 501(c)(3) 3 LESTER E COX false COXHEALTH SYSTEMS HMO PO BOX 5750 SPRINGFIELD MO 65801 431757075 HMO MO 501(c)(4) LESTER E COX false COX MEDICAL GROUP CLINICS 3801 S NATIONAL SPRINGFIELD MO 65807 371830627 HEALTHCARE MO 501(c)(3) 10 COXHEALTH false COXHEALTH SYSTEMS INSURANCE COMPANY PO BOX 5750 SPRINGFIELD MO 65801 431684044 INSURANCE MO 501(c)(4) LESTER E COX false COX BARTON COUNTY HOSPITAL 1423 N JEFFERSON AVE SPRINGFIELD MO 65802 823300758 HOSPITAL MO 501(c)(3) 3 COX HEALTH false COX TAXABLE CLOSE CORPORATION 1423 N JEFFERSON SPRINGFIELD MO 65802 472573263 MEDICAL CLINIC MO COX MED GROUP C Corporation false FERRELL-DUNCON CLINIC INC 1001 E PRIMROSE SPRINGFIELD MO 65808 430991578 PHYSICIANS MO CTCC C Corporation false COXHEALTH RISK SOLUTIONS GRAND PAVILION CENTRE GRAND CAYMAN CJ KY11 CAPTIVE INSURANCE CJ LESTER E COX C Corporation false false false false false false false false false false false false false false false false false false true false