2026-02-16T14:20:38-06:00 2025-03-31 331498605 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2024-04-01 381368347 ELLA E M BROWN CHARITABLE CIRCLE ELLA 2697814271 200 N MADISON STREET MARSHALL MI 49068 ANDREW POOLE III CFO 2697814271 2026-02-13 1 1 DAVID LOWENTHAL P00378651 3122071040 2026-02-10 2024 2025-03-06 01:10:19Z OAKLAWN HOSPITAL ANDREW POOLE III 200 N MADISON STREET MARSHALL MI 49068 216823547 0 X WWW.OAKLAWNHOSPITAL.ORG X 1925 MI WE WILL PROVIDE PERSONAL, ACCESSIBLE AND HIGH QUALITY CARE TO IMPROVE THE HEALTH AND WELL-BEING OF THE COMMUNITIES WE SERVE. 9 9 1354 200 0 0 742642 318356 182514450 197995222 1901762 3742286 6330078 6137435 191488932 208193299 0 0 0 0 97975127 103758453 0 0 0 88593345 103702488 186568472 207460941 4920460 732358 200248143 199504168 99289899 98203545 100958244 101300623 X WE WILL PROVIDE PERSONAL, ACCESSIBLE AND HIGH QUALITY CARE TO IMPROVE THE HEALTH AND WELL-BEING OF THE COMMUNITIES WE SERVE. 0 0 63785998 0 98950787 NURSING - PATIENT CARE ON AN ACUTE LEVEL TO IN/OUT PATIENTS INCLUDING INTENSIVE CARE, OBSTETRICAL, EMERGENCY, SURGICAL AND PSYCHIATRIC. IN FISCAL YEAR 2025, THERE WERE 9,931 DAYS OF CARE, 2,910 ADMISSIONS, 655 BIRTHS, AND 5,578 SURGICAL PROCEDURES. 47057020 0 43314844 PHYSICIANS - PROVIDING CARE FOR INPATIENTS AND OUTPATIENTS. 8457351 0 27339633 RADIOLOGY - PROVIDING RADIOLOGY SERVICES TO INPATIENT AND OUTPATIENTS. 41004504 33228486 ANCILLARY DEPARTMENTS 41004504 33228486 160304873 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 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 1 107 0 1 1354 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 X ANDREW POOLE III 2697893936 200 N MADISON ST MARSHALL MI 49068 X CATHERINE YATES CHAIR, BOARD OF DIRECTORS 1.00 0.00 X X 0 0 0 DEREK KING VICE CHAIR, BOARD OF DIRECTORS 1.00 0.00 X X 0 0 0 RANDALL DAVIS DIRECTOR 1.00 0.00 X 0 0 0 FRANK LINE DIRECTOR 1.00 0.00 X 0 0 0 THOMAS NEIDLINGER MD DIRECTOR 1.00 0.00 X 0 0 0 JOSEPH PALCHAK DIRECTOR 1.00 0.00 X 0 0 0 BRUCE RASHER DIRECTOR 1.00 0.00 X 0 0 0 MEGHAN TAFT DIRECTOR 1.00 0.00 X 0 0 0 JACK W TOWNSEND DIRECTOR 1.00 0.00 X 0 0 0 GREGG BEEG PRESIDENT & CEO 40.00 0.00 X 961556 0 232234 ANDREW POOLE III CHIEF FINANCIAL OFFICER 40.00 0.00 X 609457 0 84190 THERESA DAWSON CHIEF NURSING OFFICER 40.00 0.00 X 425344 0 81163 SUMMER LISTON-CRANDALL CHIEF FINANCIAL OFFICER 40.00 0.00 X 488374 0 76869 DR WASSIM CHEHOURI CHIEF OF STAFF 40.00 0.00 X 0 0 0 URVISH SHAH MD PHYSICIAN 40.00 0.00 X 1496200 0 31126 PAUL ASHMETAT MD PHYSICIAN 40.00 0.00 X 726700 0 39021 SUBHASH THAKUR MD PHYSICIAN 40.00 0.00 X 900521 0 39021 MOHAMED NOURELDIN MD PHYSICIAN 40.00 0.00 X 758754 0 22042 CATHERINE BURTRUM MD PHYSICIAN 40.00 0.00 X 728056 0 18005 7094962 0 623671 174 0 1 0 GORDON MARTIN BUILDERS INC PO BOX 717 ALBION MI 49224 CONSTRUCTION 2257739 AMERICAN HEALTHCARE PO BOX 670529 DALLAS TX 75267 TEMPORARY LABOR 2179379 OBHG MICHIGAN PC 777 LOWNDES HILL RD BLDG 1 GREENVILLE SC 29607 HOSPITALIST SERVICE 2009477 APOGEE MEDICAL MANAGEMENT 15059 N SCOTTSDALE RD SCOTTSDALE AZ 85254 HOSPITALIST SERVICE 1692662 TOUCHPOINT SUPPORT SERVICES PO BOX 102289 ATLANTA GA 30368 DIETARY SERVICES 1188790 47 194058 124298 318356 NET PATIENT SERVICE REVENUE 621110 197995222 197995222 197995222 1460946 1460946 601677 598939 2738 2738 2738 9383282 855000 7021945 934997 2361337 -79997 2281340 2281340 92924 194058 74367 18557 18557 340B PHARMACY SERVICES 900099 4056552 4056552 INCENTIVE BONUSES 900099 781976 781976 CAFETERIA REVENUE 722514 461780 461780 815832 815832 6116140 208193299 202833750 0 5041193 X 3072113 614423 2457690 80390177 69742571 10647606 2228521 1782817 445704 12529383 9890408 2638975 5538259 4644119 894140 311060 311060 187003 64303 122700 151150 151150 24706115 15269213 9436902 1116633 1116633 983981 96280 887701 2347792 629312 1718480 240319 177829 62490 312877 102108 210769 3013701 2052466 961235 4815064 2800558 2014506 2955800 284821 2670979 SUPPLIES 33721767 32685634 1036133 BAD DEBT 13229152 13229152 EQUIPMENT 7854183 4631245 3222938 DUES & SUBSCRIPTIONS 7148340 1458456 5689884 607551 149158 458393 207460941 160304873 47156068 0 8272354 9172384 18647608 20968574 1154941 1389900 2524634 2438625 3658268 3823249 208294742 111722998 95078601 96571744 59279162 52849751 4188911 4991123 2706534 2706534 4737130 4592284 200248143 199504168 28928524 29180284 64897668 63307552 716796 337897 4746911 5377812 99289899 98203545 X 100958244 101300623 100958244 101300623 200248143 199504168 732358 -389979 0 X 0 1 X 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5788097 5788097 132705829 61551237 71154592 2568616 2327468 241148 64732916 47844293 16888623 2499284 2499284 96571744 OTHER LIABILITIES 5377812 5377812 195096324 -389979 -13229152 -13619131 208715455 151150 -673306 -522156 208193299 194753945 673306 673306 194080639 151150 13229152 13380302 207460941 PART XI, LINE 2D - OTHER ADJUSTMENTS: PROVISION FOR BAD DEBTS -13,229,152. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE -74,367. RENT EXPENSES -598,939. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 74,367. RENT EXPENSES 598,939. PART XII, LINE 4B - OTHER ADJUSTMENTS: PROVISION FOR BAD DEBTS 13,229,152. AUCTION 159739 105083 54656 1050 18296 7680 GOLF OUTING 100525 80725 19800 50 3187 9701 1859 1035 1 26718 8250 18468 23230 7522 400 357 286982 194058 92924 1100 26417 35519 1859 400 9072 74367 18557 1 1 X 1 X 175.000000000000 1 X 1 1 0 0 355242 355242 0.00180 32713449 26957250 5756199 0.02960 33068691 26957250 6111441 0.03140 33068691 26957250 6111441 0.03140 1 13229152 1984373 17712577 26173202 -8460625 X 1 1 1 OAKLAWN DIALYSIS CENTER OF ALBION LLC HEALTHCARE 0.32000 0.00000 0.00000 1 1 ELLA E M BROWN CHARITABLE CIRCLE 200 N MADISON STREET MARSHALL MI 49068 WWW.OAKLAWNHOSPITAL.ORG 1060000088 X X X OAKLAWN HOSPITAL 1 0 0 1 X X X X X X X X X 24 1 1 1 1 X HTTPS://TINYURL.COM/527MT7MJ X 1 24 0 1 0 1 X 175.000000000000 250.000000000000 X X X X X 1 1 X X X X 1 X HTTPS://TINYURL.COM/BDR7N9AU X HTTPS://TINYURL.COM/2S4JK443 X TINYURL.COM/3PJFSCT3 X X X X X X 1 X 0 X X X X 1 X 0 0 OAKLAWN HOSPITAL PART V, SECTION B, LINE 5: OAKLAWN HOSPITAL CONDUCTED THE 2025 COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) TO FURTHER ITS COMMITMENT TO THE COMMUNITY AND TO FULFILL THE REQUIREMENTS OF THE AFFORDABLE CARE ACT. FOR THE PURPOSES OF THIS CHNA, THE DEFINITION OF COMMUNITY IS ALL RESIDENTS OF CALHOUN COUNTY, MICHIGAN. THIS CHNA BEGAN IN 2024 AND WAS COMPLETED AND APPROVED BY OAKLAWN'S BOARD OF DIRECTORS IN JANUARY 2025.TO ENSURE THE PERSPECTIVES OF COMMUNITY MEMBERS WERE CONSIDERED, INPUT WAS COLLECTED FROM RESIDENTS OF THE CALHOUN COUNTY. PRIMARY DATA USED IN THIS ASSESSMENT CONSISTED OF THE FOLLOWING METHODS:1. AN ONLINE-COMMUNITY WIDE SURVEY2. GEOGRAPHIC AND DEMOGRAPHIC BASED FOCUS GROUPS (ALBION COMMUNITY, MARSHALL COMMUNITY, SENIORS, AND INDIVIDUALS CURRENTLY STRUGGLING WITH HOMELESSNESS AND SUBSTANCE ABUSE RECOVERY)3. KEY INFORMANT INTERVIEWS WITH REPRESENTATIVES KNOWLEDGEABLE IN THE COMMUNITY, SERVICE PROVIDERS, HEALTH CARE PROVIDERS, MEDICALLY UNDERSERVED POPULATIONS, MINORITY POPULATIONS, RURAL POPULATIONS, AND BUSINESSES4. LISTENING SESSIONS FOCUSED ON GATHERING INFORMATION AND UNDERSTANDING THE NEEDS TO THE COMMUNITY. BASED ON THE CRITERIA AND OVERLAPPING EVIDENCE OF NEED SHOWN, EIGHT NEEDS EMERGED AS SIGNIFICANT: 1. ADOLESCENT HEALTH2. CANCER3. CHILDREN'S HEALTH4. CHRONIC CONDITIONS (DIABETES, HEART DISEASE, AND STROKE)5. MENTAL HEALTH AND MENTAL DISORDERS6. OLDER ADULTS7. SUBSTANCE USE DISORDERS (ALCOHOL AND DRUG USE)8. WELLNESS AND LIFESTYLE INCLUDING OBESITY OAKLAWN HOSPITAL PART V, SECTION B, LINE 6A: BRONSON HEALTH. OAKLAWN HOSPITAL PART V, SECTION B, LINE 6B: - CALHOUN COUNTY PUBLIC HEALTH DEPARTMENT- CAREWELL SERVICES SOUTHWEST AREA AGENCY ON AGING- THE COORDINATING COUNCIL- POPULATION HEALTH ALLIANCE OAKLAWN HOSPITAL PART V, SECTION B, LINE 11: OAKLAWN'S LEADERSHIP TEAM DISCUSSED THE EIGHT TOP PRIORITY HEALTH NEEDS INDENTIFIED BY THE COLLABORATIVE THROUGH THE COMMUNITY SURVEY AND PRIORITIZED EACH HEALTH NEEDS BY CONSIDERING THE FOLLOWING: ALIGNMENT WITH STRENGTHS, PRIORITY AND MISSION EXISTING RESOURCES MAGNITUDE AND SEVERITYTHE REVIEW AND DISCUSSION LED TO THE OAKLAWN LEADERSHIP TEAM SELECTION TWO OF THE EIGHT TOPICS:PRIORITY AREA 1: ACCESS TO HEALTHCARE SERVICESGOAL: EXPAND HEALTHCARE SERVICE OFFERINGS WITHIN PRIMARY CARE OFFICES AND IN BATTLE CREEKOBJECTIVE STRATEGIES AND ACTIVITIES:IMPROVE ACCESS TO PRIMARY CARE SERVICES BY INCREASING CAPACITY THROUGH NURSE LED MEDICARE ANNUAL WELL VISITSIMPROVE ACCESS TO PRIMARY CARE SERVICES BY DECREASING DAYS FOR NEXT APPOINTMENT PRIORITY AREA 2: WEIGHT STATUS, NUTRITION & HEALTHY EATING, AND DIABETESGOAL: COMBINE THESE NEEDS INTO ONE FOCUS AND THROUGH MULTIDISCIPINARY EFFORTS PROVIDE EDUCATION RESOURCES.OBJECTIVE STRATEGIES AND ACTIVITIES: IMPROVE TIMELY DISEASE SPECIFIC CARE ACROSS THE CONTINUM BY COMBINING DIABETES SPECIALITY WITH ENDOCRINOLOGY TO ALLOW AN INTERDISCIPLINARY TEAM TO WORK TOGETHER WITH SPECIFIC DIET AND DISEASE FOCUS FOR IMPROVED HEALTH.OAKLAWN HOSPITAL INTENDS TO ADDRESS ALL ISSUES IDENTIFIED IN THE MOST RECENTLY CONDUCTED CHNA TO SOME LEVEL AND HEALTH EQUITY WILL NOT BE SPECIFICALLY FOCUSED ON AS A UNIQUE HEALTH TOPIC BUT WILL BE INCLUDED WITHIN EACH OF THE DECISIONS AND INTERVENTIONS. OAKLAWN HOSPITAL PART V, SECTION B, LINE 16J: (I) FINANCIAL ASSISTANCE POLICY (FAP), FAP APPLICATION FORM, AND PLAIN LANGUAGE SUMMARY OF THE FAP ARE NOT PRE-TRANSLATED INTO THE PRIMARY LANGUAGES SPOKEN BY LIMITED PROFICIENCY (LEP) POPULATIONS, BUT ASSISTANCE IS AVAILABLE AND PROVIDED WHEN NEEDED. OAKLAWN HOSPITAL: PART V, SECTION B, LINE 16A:HTTPS://OAKLAWNHOSPITAL.ORG/TOOLS-RESOURCES/FAP-APPLICATION/ PART V, SECTION B, LINE 16B:HTTPS://OAKLAWNHOSPITAL.ORG/TOOLS-RESOURCES/FAP-APPLICATION/ PART V, SECTION B, LINE 16C:HTTPS://OAKLAWNHOSPITAL.ORG/TOOLS-RESOURCES/BILL-PLAIN-LANGUAGE-SUMMARY/ 26 1 - WRIGHT MEDICAL OFFICE BUILDING 215 E MANSION MARSHALL MI 49068 PHYSICIAN CLINICS, ONCOLOGY/CHEMO CLINIC, PHYSICIAN-OWNED CONDOMINIUMS, OFFI 2 - GOLDEN RULE BUILDING PRINT SHOP 820 MANN ROAD MARSHALL MI 49068 OAKLAWN PRINT SHOP & DME STORAGE 3 - OAKLAWN LIFE IMPROVEMENT CENTER 13697 15 MILE ROAD MARSHALL MI 49068 FITNESS CENTER, PT & WOUND CLINICS 4 - OMG BEADLE LAKE 14231 BEADLE LAKE ROAD BATTLE CREEK MI 49014 PHYSICIAN & PT CLINIC, RHUE 5 - BROOKS BUILDING 310 E MICHIGAN AVE MARSHALL MI 49068 DIALYSIS CLINIC, PFS & SCHEDULING 6 - OMG MIFM 720 OLD US-27 N MARSHALL MI 49068 PHYSICIAN CLINIC 7 - OMG ALBION FAMILY MEDICINE AND EXPRESS C 302 NORTH MONROE A B ALBION MI 49224 LEASED SPACE 8 - PRESTON BUILDING 13444 PRESTON DRIVE MARSHALL MI 49068 CBO/HOMECARE/HOSPICE/CALL CENTER/SR. CENTER 9 - OAKLAWN PSYCHOLOGICAL SERVICES 15209 W MICHIGAN MARSHALL MI 49068 PSYCHOLOGICAL CLINIC 10 - RICKETSON BUILDING 103 E MANSION MARSHALL MI 49068 PHYSICIAN CLINIC, HIM OFFICE, WOMEN'S DIAGNOSTIC SERVICES, CARDIAC & PULMONA 11 - OMG PRIMARY CARE AND AFTER HOURS 1174 WEST MICHIGAN MARSHALL MI 49068 MEDICAL OFFICE BUILDING 12 - OMG ORTHOPEDIC SURGERY 203 WINSTON DRIVE MARSHALL MI 49068 PHYSICIAN CLINICS 13 - OMG ALBION 300 B DRIVE N ALBION MI 49224 PHYSICIAN & PT CLINIC 14 - OMG ALLERGY 111 S HAMILTON MARSHALL MI 49068 PHYSICIAN CLINIC 15 - OMG TEKONSHA 2218 OLD US 27 N TEKONSHA MI 49092 PHYSICIAN CLINIC 16 - OMG OLIVET 202 NORTH MAIN OLIVET MI 49076 PHYSICIAN & PT CLINIC 17 - OAKLAWN DIALYSIS ALBION 350 B DRIVE N ALBION MI 49224 DIALYSIS CLINIC 18 - STAFF LODGING HOUSE 215 HIGH MARSHALL MI 49068 ON-CALL STAFF LODGING 19 - OMG PLASTIC SURGERY 15217 W MICHIGAN MARSHALL MI 49068 PHYSICIAN CLINIC 20 - OMG COLDWATER 375 N WILLOWBROOK RD COLDWATER MI 49036 PHYSICIAN & PT CLINIC 21 - OMG HOMER 420 S HILLSDALE HOMER MI 49245 PHYSICIAN CLINIC 22 - BUILDING 413 E MICHIGAN MARSHALL MI 49068 LEASED SPACE 23 - OAKLAWN SLEEP CENTER 401 E MICHIGAN MARSHALL MI 49068 PHYSICIAN CLINIC 24 - MARKETINGDEVELOPMENT OFFICES 116 E PROSPECT MARSHALL MI 49068 HOSPITAL OFFICE 25 - HEALTH INFORMATION MANAGEMENT 122 HIGH MARSHALL MI 49068 HEALTH INFORMATION MANAGEMENT 26 - BECKLEY ROAD URGENT CARE 5352 BECKLEY ROAD BATTLE CREEK MI 49068 URGENT CARE PART I, LINE 3C: THE ORGANIZATION USES THE FOLLOWING FPG TO DETERMINE ELIGIBILITY FOR PROVIDING DISCOUNTED CARE TO LOW INCOME INDIVIDUALS:175% OR BELOW OF FPL IS ENTITLED TO A 100% REDUCTION176% TO 250% OF FPL IS ENTITLED TO A 75% REDUCTION PART I, LINE 7: A COST-TO-CHARGE RATIO WAS USED TO COMPLETE THE CHARITY CARE (LINE 7A) AND MEANS-TESTED GOVERNMENT PROGRAMS (LINE 7B). THE COST-TO-CHARGE RATIO WAS DERIVED FROM WORKSHEET 2 THAT ACCOMPANIES THE INSTRUCTIONS TO THIS SCHEDULE. 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 $ 13,229,152. PART II, COMMUNITY BUILDING ACTIVITIES: THE COMMUNITY BUILDING ACTIVITIES THAT OAKLAWN PARTICIPATES IN INCLUDE SERVING ON COMMITTEES AND BOARDS WITHIN THE COMMUNITY AND SURROUNDING AREAS. THESE INCLUDE BUT ARE NOT LIMITED TO, REGIONAL HEALTH ALLIANCE, FOUNTAIN CLINIC BOARD, MARSHALL SCHOOL BOARD, CISD SCHOOL WELLNESS PROGRAM AND HABITAT FOR HUMANITY. THESE AND OTHER ORGANIZATIONS WORK TO PROMOTE AWARENESS OF HEALTHY LIVING ALONG WITH ECONOMIC DEVELOPMENT. WHEN AN ECONOMY IS HEALTHY THE RESIDENTS ARE HEALTHIER. PART III, LINE 2: FOR RECEIVABLES ASSOCIATED WITH SERVICES PROVIDED TO PATIENTS WHO HAVE THIRD-PARTY COVERAGE, THE HOSPITAL ANALYZES CONTRACTUALLY DUE AMOUNTS AND PROVIDES AN ALLOWANCE FOR DOUBTFUL ACCOUNTS AND A PROVISION FOR BAD DEBTS, IF NECESSARY (FOR EXAMPLE, FOR EXPECTED UNCOLLECTIBLE DEDUCTIBLES AND COPAYMENTS ON ACCOUNTS FOR WHICH THE THIRD-PARTY PAYOR HAS NOT YET PAID, OR FOR PAYORS WHO ARE KNOWN TO BE HAVING FINANCIAL DIFFICULTIES THAT MAKE THE REALIZATION OF AMOUNTS DUE UNLIKELY). FOR RECEIVABLES ASSOCIATED WITH SELF-PAY PATIENTS (WHICH INCLUDES BOTH PATIENTS WITHOUT INSURANCE AND PATIENTS WITH DEDUCTIBLE AND COPAYMENT BALANCES DUE FOR WHICH THIRD-PARTY COVERAGE EXISTS FOR PART OF THE BILL), THE HOSPITAL RECORDS A SIGNIFICANT PROVISION FOR BAD DEBTS IN THE PERIOD OF SERVICE ON THE BASIS OF ITS PAST EXPERIENCE, WHICH INDICATES THAT MANY PATIENTS ARE UNABLE OR UNWILLING TO PAY THE PORTION OF THEIR BILL FOR WHICH THEY ARE FINANCIALLY RESPONSIBLE. THE DIFFERENCE BETWEEN THE STANDARD RATES (OR DISCOUNTED RATES IF NEGOTIATED) AND THE AMOUNTS ACTUALLY COLLECTED AFTER ALL REASONABLE COLLECTION EFFORTS HAVE BEEN EXHAUSTED IS CHARGED AGAINST THE ALLOWANCE FOR DOUBTFUL ACCOUNTS IN THE PERIOD IT IS DETERMINED TO BE UNCOLLECTIBLE. PART III, LINE 3: FOR UNINSURED AND UNDERINSURED PATIENTS WHO DO NOT QUALIFY FOR CHARITY CARE DUE TO INCOMPLETE APPLICATIONS, A PROVISION FOR BAD DEBT IS RECORDED BASED UPON HISTORICAL EXPERIENCE. PART III, LINE 4: ACCOUNTS RECEIVABLE FOR PATIENTS, INSURANCE COMPANIES, AND GOVERNMENTAL AGENCIES ARE BASED ON GROSS CHARGES, REDUCED BY EXPLICIT PRICE CONCESSIONS PROVIDED TO THIRD-PARTY PAYORS, DISCOUNTS PROVIDED TO QUALIFYING INDIVIDUALS AS PART OF OUR FINANCIAL ASSISTANCE POLICY, AND IMPLICIT PRICE CONCESSIONS PROVIDED PRIMARILY TO SELF-PAY PATIENTS. ESTIMATES FOR EXPLICIT PRICE CONCESSIONS ARE BASED ON PROVIDER CONTRACTS, PAYMENT TERMS FOR RELEVANT PROSPECTIVE PAYMENT SYSTEMS, AND HISTORICAL EXPERIENCE ADJUSTED FOR ECONOMIC CONDITIONS AND OTHER TRENDS AFFECTING THE HOSPITAL'S ABILITY TO COLLECT OUTSTANDING AMOUNTS. FOR RECEIVABLES ASSOCIATED WITH SELF-PAY PATIENTS (WHICH INCLUDES BOTH PATIENTS WITHOUT INSURANCE AND PATIENTS WITH DEDUCTIBLE AND COPAYMENT BALANCES DUE FOR WHICH THIRD-PARTY COVERAGE EXISTS FOR PART OF THE BILL), THE HOSPITAL RECORDS SIGNIFICANT IMPLICIT PRICE CONCESSIONS IN THE PERIOD OF SERVICE ON THE BASIS OF ITS PAST EXPERIENCE, WHICH INDICATES THAT MANY PATIENTS ARE UNABLE OR UNWILLING TO PAY THE PORTION OF THEIR BILL FOR WHICH THEY ARE FINANCIALLY RESPONSIBLE.THIS INFORMATION CAN BE FOUND IN THE ATTACHED AUDITED FINANCIAL STATEMENTS UNDER NOTE 2, SIGNIFICANT ACCOUNTING POLICIES FOR ACCOUNTS RECEIVABLE. PART III, LINE 8: THE MEDICARE SURPLUS (SHORTFALL), TAKEN FROM THE MEDICARE COST REPORT, WAS CALCULATED USING A COST-TO-CHARGE RATIO METHODOLOGY. THE MARCH 31, 2025 MEDICARE COST REPORT WAS UTILIZED FOR THIS TAX RETURN. ALL OF THE MEDICARE SHORTFALL SHOULD BE CONSIDERED A COMMUNITY BENEFIT BECAUSE SERVICES WERE PROVIDED AT LESS THAN OUR COSTS. PART III, LINE 9B: IF THE PATIENT QUALIFIES FOR CHARITY, THE CHARITY WRITE-OFF IS TAKEN REGARDLESS OF THE PAYMENT OF THE BALANCE, WHICH WILL FOLLOW THE NORMAL BILLING CYCLE. EVERY ATTEMPT SHOULD BE MADE TO SECURE PAYMENT ARRANGEMENTS FOR THE BALANCE OWING AT THE TIME THE CHARITY CARE IS APPROVED. PROMPT PAY DISCOUNTS DO NOT APPLY SINCE THE ACCOUNT HAS ALREADY BEEN DISCOUNTED. PART VI, LINE 2: OAKLAWN ASSESSES THE HEALTHCARE NEEDS OF THE PEOPLE IN COMMUNITIES IT SERVES THROUGH PUBLIC HEALTH DATA PROVIDED AT THE COUNTY LEVEL BY CALHOUN DEPARTMENT OF PUBLIC HEALTH AND THE COORDINATING COUNCIL. THESE RESOURCES ARE COMPLEMENTED BY THE HOSPITAL'S PROPRIETARY SERVICE UTILIZATION DATA. OAKLAWN FURTHER REQUIRES THAT COMMUNITY/PATIENT HEALTH NEED BE ESTABLISHED AS PART OF JUSTIFYING NEW OR EXPANDED SERVICES, AND CAPITAL EXPENDITURES.THE PURPOSE OF THE COMMUNITY NEEDS ASSESSMENT IS TO OFFER A DEEPER UNDERSTANDING OF THE HEALTH NEEDS ACROSS CALHOUN COUNTY AND GUIDE COLLABORATIVE ORGANIZATIONS PLANNING EFFORTS TO ADDRESS NEEDS IN ACTIONABLE WAYS AND WITH COMMUNITY ENGAGEMENT. DURING FISCAL YEAR ENDED 2020, OAKLAWN CONDUCTED A FORMAL COMMUNITY HEALTH NEEDS ASSESSMENT IN CALHOUN COUNTY. CONSISTENT WITH THE MARCH 2010 PATIENT PROTECTION AND AFFORDABLE CARE ACT OF 2010, OAKLAWN'S INITIATIVE HAS FOUR KEY FEATURES:A. INFORMATION AND FEEDBACK OBTAINED FROM A VARIETY OF SOURCES.B. COMMUNITY LEADERS, HEALTH CARE PROVIDERS, RESIDENTS AND OTHER KEY AUDIENCES FULLY PARTICIPATE IN THE PROCESS.C. PROCESS SERVES TO IDENTIFY, THEN PRIORITIZE, UNMET OR UNDER-MET HEALTH NEEDS.D. RESULTS UTILIZED TO DEVELOP AND IMPLEMENT PROGRAMS AND INITIATIVES THAT CONTRIBUTE TO IMPROVED HEALTH STATUS IN OAKLAWN'S SERVICE AREA. PART VI, LINE 3: OAKLAWN HOSPITAL MAKES BROCHURES CALLED "ABOUT YOUR HOSPITAL BILL" WHICH ARE AVAILABLE TO OUR PATIENTS BY HANDING THEM OUT AND HAVING THEM IN WAITING ROOMS ETC. OAKLAWN HOSPITAL CALLS PATIENTS THAT HAVE LARGE BALANCES ($5,000 AND OVER) AND MAKES THEM AWARE OF THE ASSISTANCE THAT IS AVAILABLE. OAKLAWN HOSPITAL INCLUDES A STANDARD MESSAGE ON OUR STATEMENTS MAKING PATIENTS AWARE THAT ASSISTANCE MAY BE AVAILABLE. PATIENTS ARE ALSO EDUCATED ABOUT ASSISTANCE AVAILABLE WHEN HARDSHIP IS MENTIONED (INCLUDING INABILITY TO PAY TIMELY AND/OR NEEDING LONG TERM PAYOFFS) DURING PHONE CALLS WITH PATIENT FINANCIAL SERVICES (PFS). REGISTRARS ARE ALSO TRAINED TO DIRECT PATIENT TO PFS IF THEY EXPRESS ANY CONCERN WITH PAYING THEIR BILL.OAKLAWN HOSPITAL'S PATIENT CARE RESPONSIBILITY COVERS HEALTH CARE NEEDS FOR UNDERINSURED AND UNINSURED AREA RESIDENTS SEEKING TREATMENT THROUGH OUR EMERGENCY AND URGENT CARE FACILITIES, AND AT THE HOSPITAL. OAKLAWN WORKS PROACTIVELY TO ENROLL QUALIFIED AREA RESIDENTS IN OUR CHARITY CARE PROGRAM, AND TO ASSIST THEM WITH MEDICAID APPLICATIONS IF APPROPRIATE. THIS SUPPORTS THE ACTUAL CARE PROCESS NOT ONLY FOR PATIENTS BUT FOR PROVIDERS AS WELL. IT SAVES THE HOSPITAL TIME AND EFFORT, AND KEEPS PEOPLE FROM HAVING MORE SUBSTANTIAL PROBLEMS WITH CREDIT AGENCIES. OAKLAWN'S PATIENT CARE SUBSIDIES TO ASSIST THE AREA'S UNINSURED AND UNDERINSURED RESIDENTS HAVE INCREASED STEADILY SINCE 2000, DUE TO THE ECONOMIC FACTORS AND MORE RECENTLY THE COVID-19 PANDEMIC. OAKLAWN IS SIMILAR TO ALL NONPROFIT HOSPITALS AND WILL WRITE OFF LARGE AMOUNTS OF MONEY EACH YEAR AS THE NUMBER OF PEOPLE WHO SIMPLY CANNOT PAY FOR THEIR HEALTHCARE SERVICES PERSISTS AT A HIGH LEVEL. THESE PEOPLE INCLUDE THOSE WHO:- HAVE ABSOLUTELY NO INSURANCE;- ARE "UNDERINSURED AND CANNOT AFFORD TO MAKE UP THE DIFFERENCE OF WHAT THEIR INSURANCE PAYS FOR THE ACTUAL COSTS INCURRED FOR THEIR CARE;- ARE PART OF THE UNDER-REIMBURSED MEDICARE OR MEDICAID PROGRAMS.OAKLAWN HOSPITAL PROVIDES PATIENT CARE WITHOUT DISCRIMINATION ON THE BASIS OF RACE, COLOR, NATIONAL ORIGIN, AGE, DISABILITY, SEX, OR RELIGIOUS AFFILIATION. CHARITY CARE NEEDS ARE DETERMINED IN ACCORDANCE WITH ESTABLISHED GUIDELINES THAT ARE UPDATED ANNUALLY BY THE FEDERAL CENTER FOR MEDICARE AND MEDICAID SERVICES (FORMERLY THE DEPARTMENT OF HEALTH & HUMAN SERVICES). THOSE RECEIVING COMPENSATED PATIENT CARE INCLUDE ALL AGES AND ALL GENDER IDENTITIES, AND MAY BE ASSISTED FOR MENTAL HEALTH AS WELL AS MEDICINE AND MEDICAL CARE. OAKLAWN DOES NOT RECORD AND TRACK RACIAL/ETHNIC GROUPS OF OUR PATIENTS IN PROVISION OF CHARITY CARE. PART VI, LINE 4: OAKLAWN HOSPITAL'S SERVICE AREA INCLUDES CALHOUN COUNTY, MICHIGAN, AND PARTS OF BRANCH AND EATON COUNTIES. OVERALL, THE HOSPITAL SERVES AN ESTIMATED MARKET POPULATION OF 132,849 FROM THE 12 ZIP CODES COMPRISING ITS SERVICE AREA. BY RACE AND ETHNICITY, 92.4% OF THE COUNTY'SPOPULATION SELF-REPORTS AS ONE RACE, VERSUS 93.1% (MICHIGAN). IT IS 76% WHITE; 11% BLACK/AFRICAN AMERICAN; 0.6% AMERICAN INDIAN/ALASKA NATIVE; AND 2.6% ASIAN. THE COUNTY'S CENSUS SHOWED 5.9% CLAIM HISPANIC/LATINO OF ANY RACE. OAKLAWN WAS FOUNDED IN 1925 AS A 12-BED HOSPITAL IN A RESIDENTIAL HOME IN MARSHALL, MICHIGAN, AND HAS SINCE EVOLVED INTO A HIGHLY-REGARDED REGIONAL HEALTH CARE ORGANIZATION, LICENSED FOR 77 ACUTE CARE BEDS AND A 17-BED INPATIENT PSYCHIATRIC UNIT. ITS ACTIVE, COURTESY, AND CONSULTING MEDICAL STAFF CONSISTS OF MORE THAN 150 PHYSICIANS REPRESENTING 34 SPECIALTIES. THE HOSPITAL HAS CONTINUED TO BE AN INDEPENDENTLY OWNED NON-PROFIT HOSPITAL, WITH ITS MAIN CAMPUS RESIDING ON THE SAME SITE AS THE ORIGINAL HOSPITAL. PART VI, LINE 5: HOSPITALS ARE ALREADY KNOWN AS LOCAL CAREGIVERS AND MAJOR EMPLOYERS, BUT THEY MUST ALSO BECOME MORE RECOGNIZED AS COMMUNITY STEWARDS, AFFIRMING THEIR PURPOSE AS TAX-EXEMPT ENTITIES. THE MICHIGAN HOSPITAL & HEALTH ASSOCIATION'S ANNUAL COMMUNITY BENEFITS SURVEY IS OAKLAWN HOSPITAL'S PRIMARY OPPORTUNITY TO PRESENT THE ENTIRETY OF ITS COMMUNITY BENEFIT PROGRAMS AND SERVICES AND TO PROMOTE THE SUCCESS AND IMPACT OF THESE PROGRAMS AND SERVICES.OAKLAWN'S "COMMUNITY BENEFITS" REACHED $6,111,441 IN 2025, THE MOST RECENT REPORTING YEAR AVAILABLE. THE HOSPITAL CONTRIBUTED FINANCIAL OR IN-KIND BENEFITS OF $355,243 TOWARD IMPROVED HEALTH SERVICES. OAKLAWN PROVIDED $17.41 MILLION IN UNCOMPENSATED MEDICAL CARE IN 2025, INCLUDING $1,212,925 IN CHARITY CARE, $1,984,373 IN BAD DEBTS, AND $0 IN "BELOW COST" REIMBURSEMENTS FROM MEDICAID, MEDICARE, AND OTHER GOVERNMENT-AUTHORIZED PROGRAMS.OAKLAWN EVENTS AND PROGRAM OFFERINGS ARE PROMOTED ONLINE AT OAKLAWN'S WEBSITE AND ON OAKLAWN'S SOCIAL MEDIA PLATFORMS. FURTHER, OAKLAWN ALIGNS WITH AREA SCHOOLS, COMMUNITY AGENCIES, HEALTH CLINICS, AND HEALTHCARE COLLABORATIONS TO PROVIDE EXPERTISE, SERVICES AND ONGOING PUBLIC HEALTH EVENT SUPPORT. PART VI, LINE 7, REPORTS FILED WITH STATES MI X 1 1 X X X X 0 1 0 0 0 0 0 1 0 URVISH SHAH MD PHYSICIAN 844094 0 652106 0 0 0 10350 0 20776 0 1527326 0 0 0 GREGG BEEG PRESIDENT & CEO 659911 0 185826 0 115819 0 223690 0 8544 0 1193790 0 35250 0 SUBHASH THAKUR MD PHYSICIAN 715176 0 185345 0 0 0 10350 0 28671 0 939542 0 0 0 MOHAMED NOURELDIN MD PHYSICIAN 758754 0 0 0 0 0 10350 0 11692 0 780796 0 0 0 PAUL ASHMETAT MD PHYSICIAN 605894 0 100806 0 20000 0 10350 0 28671 0 765721 0 0 0 CATHERINE BURTRUM MD PHYSICIAN 447729 0 280327 0 0 0 10350 0 7655 0 746061 0 0 0 ANDREW POOLE III CHIEF FINANCIAL OFFICER 432332 0 104563 0 72562 0 82595 0 1595 0 693647 0 24589 0 SUMMER LISTON-CRANDALL CHIEF FINANCIAL OFFICER 411835 0 76539 0 0 0 48384 0 28485 0 565243 0 0 0 THERESA DAWSON CHIEF NURSING OFFICER 297097 0 74375 0 53872 0 61015 0 20148 0 506507 0 18262 0 PART I, LINE 1A THE ORGANIZATION PROVIDES A NONTAXABLE FITNESS CLUB MEMBERSHIP TO ALL EMPLOYEES. PART I, LINE 4B ANDREW POOLE, THERESA DAWSON, AND GREGG BEEG ALL PARTICIPATED IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. THE FOLLOWING AMOUNTS VESTED OR WERE DISTRIBUTED FROM THE PLAN DURING THE CALENDAR YEAR 2024: GREGG BEEG: $35,250 THERESA DAWSON: $18,262 ANDREW POOLE: $24,589 SUMMER LISTON-CRANDALL PARTICIPATES IN THE SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN HOWEVER THEY DID NOT RECEIVE ANY DISTRIBUTIONS FROM THE PLAN IN CALENDAR YEAR 2024. IN ADDITION TO THE SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN, THE ORGANIZATION HAS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). THE ORGANIZATION'S PRESIDENT & CEO, GREGG BEEG, PARTICIPATES IN THE SERP. NO AMOUNTS WERE VESTED OR DISTRIBUTED FROM THE PLAN DURING THE CALENDAR YEAR 2024. PART I, LINE 7 ORGANIZATION HAS A BONUS PLAN IN PLACE, IT IS BASED ON THE INDIVIDUAL ACHIEVEMENT OF PRESET OAKLAWN HOSPITAL GOALS. THESE GOALS ARE A COMBINATION OF FINANCIAL, CLINICAL, DEVELOPMENT AND INDIVIDUAL SPECIFIC OBJECTIVES. THE DETERMINATION OF THE ACHIEVEMENT OF THESE GOALS IS MADE BY THE PRESIDENT/CEO AND FOR THE PRESIDENT/CEO BY THE BOARD OF DIRECTORS. A COUNTY OF CALHOUN HOSPITAL FINANCE AUTHORITY 386004358 12964UAK8 2016-11-01 68516856 CURRENT REFUND OF PRIOR BOND ISSUE 0 0 0 A 2840000 68517080 1358549 67158531 2019 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 0 0 1 A 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: COUNTY OF CALHOUN HOSPITAL FINANCE AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 11/30/2021 PART I, LINE A, COLUMN (F): ALSO REFINANCED CONVENTIONAL BANK LOANS AND FINANCED TERMINATION OF THREE QUALIFIED HEDGES RELATING TO REFUNDED BOND ISSUES PART I, LINE A, COLUMN (F): DATES OF ISSUANCE OF PRIOR BOND ISSUES CURRENTLY REFUNDED: 12/22/2009, 12/22/2009, 12/23/2010 PART II, LINE 3, COLUMN (A): DIFFERENCE BETWEEN THIS FIGURE AND THAT IN PART 1, LINE D, COLUMN (E) ATTRIBUTABLE TO INVESTMENT EARNINGS PART II, LINE 11, COLUMN (A): SUM EQUAL TO PROCEEDS SPENT ON CURRENT REFUNDINGS OF PRIOR BOND ISSUES + REFUNDINGS OF CONVENTIONAL BANK LOANS + TERMINATION OF QUALIFIED HEDGES PART IV, LINE 2C, COLUMN (A): DATE OF COMPUTATION WAS NOVEMBER 3, 2021; REPORT STATED THAT NO FURTHER COMPUTATIONS WOULD BE NECESSARY PROVIDED THAT CERTAIN CONDITIONS WERE MET. OAKLAWN HOSPITAL CERTIFIED ON NOVEMBER 30, 2021 THAT THOSE CONDITIONS HAD BEEN MET. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD RETAINS THE SERVICES OF AN INDEPENDENT CPA FIRM TO PREPARE THE HOSPITAL'S FORM 990. A DRAFT OF THE FORM 990 IS SUBSEQUENTLY REVIEWED BY THE CFO AND PRESIDENT/CEO. A COPY OF THE FORM 990 IS DISTRIBUTED TO THE FULL BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS, OFFICERS, AND STAFF WILL SIGN A CONFLICT OF INTEREST POLICY ANNUALLY, AND THESE WILL BE REVIEWED FOR CONFLICTS BY THE PRESIDENT. THE CONFLICT OF INTEREST POLICY IS SUBMITTED TO EACH BOARD MEMBER ANNUALLY AND EACH MEMBER ACKNOWLEDGES RECEIPT IN WRITING SO THAT THE MEMBERS ARE CONTINUOUSLY AWARE OF THE POLICY. IT IS THE DUTY OF THE COMPLIANCE OFFICER TO PERIODICALLY MONITOR COMPLIANCE WITH THE POLICY AND REPORT THE RESULTS OF THIS REVIEW TO THE BOARD OF DIRECTORS. AFTER THE MATERIAL INFORMATION HAS BEEN DISCLOSED AND THE POTENTIAL CONFLICT ANALYZED, IF NO CONFLICT OF INTEREST EXISTS, THE DISCLOSURE, ANALYSIS AND RESOLUTION SHALL BE DOCUMENTED AND SUBMITTED AS DIRECTED IN THE ABOVE PROCEDURE. IF A CONFLICT IS IDENTIFIED, THEN MEASURES SHALL BE INSTITUTED FOR MANAGEMENT OF THE CONFLICT. IN MOST INSTANCES, DISCLOSURE OF THE CONFLICTING OR POTENTIALLY CONFLICTING INTEREST MAY ITSELF SUFFICE TO PROTECT THE INTEGRITY OF THE ACTIVITY. IN OTHER WORDS, ONCE SUCH A CONFLICT IS FULLY DISCLOSED TO THE PERTINENT PARTIES, OFTEN THEY WILL BE ABLE TO TAKE INTO CONSIDERATION THE POSSIBLE INFLUENCE OF DISCLOSED INTEREST. FOR THOSE INSTANCES WHERE DISCLOSURE ALONE WILL NOT PROTECT THE INTEGRITY OF THE ACTIVITY, CONFLICT RESOLUTION STRATEGIES MAY INCLUDE, BUT ARE NOT LIMITED TO, THE FOLLOWING: - FULL DISCLOSURE OF POTENTIAL CONFLICTS TO THE DECISION-MAKING BODY BEFORE ACTION IS TAKEN THAT MAY BE AFFECTED BY THE POTENTIAL CONFLICT - REMOVAL FROM A PART(S) OF THE DECISION-MAKING PROCESS - REMOVAL FROM FINAL DECISION-MAKING PROCESS - RETENTION OF EQUITY UNTIL DECISION IS COMPLETED. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION PACKAGE FOR THE CEO AND OTHER OFFICERS IS REVIEWED ANNUALLY WITH THE ASSISTANCE OF AN INDEPENDENT CONSULTING FIRM. THE BOARD CHAIR AND A BOARD SUBCOMMITTEE REVIEWS THE CEO'S PACKAGE AND MAKE THE FINAL DECISIONS. THE MOST RECENT YEAR THIS PROCESS WAS UNDERTAKEN WAS FISCAL YEAR ENDING MARCH 31, 2025. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION A: THE POSITION OF CHIEF OF STAFF IS A ONE YEAR VOLUNTEER POSITION. THE CURRENT POSITION IS FILLED BY DR. CHEHOURI WHO IS PAID BY APOGEE MEDICAL MANAGEMENT FOR HIS HOSPITALIST SERVICES AND NOT HIS ROLE AS CHIEF OF STAFF. AS A RESULT, HIS COMPENSATION IS NOT REPORTED ON FORM 990 PART VII. FORM 990, PART IX, LINE 11G FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 15,269,213. MANAGEMENT AND GENERAL EXPENSES 9,436,902. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,706,115. ALBION DIALYSIS REAL ESTATE LLC 203 NORTH MADISON MARSHALL MI 49068 811548893 REAL ESTATE MI 139536 125606 ELLA E M BROWN CHARITABLE CIRCLE (DBA OAKLAWN HOSPITAL) OAKLAWN DIALYSIS CENTER OF ALBION LLC 350 B DRIVE NORTH ALBION MI 49233 474284465 HEALTHCARE MI ELLA E M BROWN CHARITABLE CIRCLE (DBA OAKLAWN HOSPITAL) RELATED -149407 454604 0 0 0.32000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0