2026-05-15T08:51:29-05:00 2025-06-30 331498605 PLANTE & MORAN PLLC 250 S HIGH ST SUITE 100 COLUMBUS OH 43215 990 2024-07-01 310678022 SOUTHERN OHIO MEDICAL CENTER SOUT 7403567622 1248 KINNEYS LANE PORTSMOUTH OH 45662 KARA PLUMMER VP OF FINANCE & CFO 7403567622 2026-05-14 1 1 AMY CIMINELLO P00796388 6148493000 2026-05-14 2024 2025-03-06 01:10:19Z SEE SCHEDULE O BENJAMIN GILL 1805 27TH STREET PORTSMOUTH OH 45662 691730353 0 X WWW.SOMC.ORG X 1954 OH SOUTHERN OHIO MEDICAL CENTER IS AN ACUTE HEALTH CARE SYSTEM LOCATED IN PORTSMOUTH, OHIO. SOMC'S EXEMPT PURPOSE IS TO SERVE SOUTH CENTRAL OHIO AND NORTHEASTERN KENTUCKY WITH STATE-OF-THE-ART FACILITIES AND HEALTH CARE TECHNOLOGIES. 12 7 3337 234 1118785 302 3496023 360501 484144174 521368912 14764254 319944 84006186 108818523 586410637 630867880 214576 218090 0 0 234215608 250307969 0 0 320626 285807460 304392566 520237644 554918625 66172993 75949255 624726040 670627489 188536113 192346766 436189927 478280723 X AT SOMC, OUR MISSION IS TO MAKE A DIFFERENCE. WE STRIVE TO LIVE OUT THAT MISSION BY PROVIDING OUR REGION WITH THE HIGHEST QUALITY OF CARE, DELIVERED BY PROFESSIONALS WHO ARE AMONG THE BEST IN THEIR FIELDS. WE EXTEND THAT CARE AND PASSION TO MAKE A DIFFERENCE IN THE COMMUNITY BY BEING A VERY GOOD NEIGHBOR, EMPLOYER, AND COMMUNITY SUPPORTER. 0 0 444258768 218090 626441215 WHAT WE DO:SOUTHERN OHIO MEDICAL CENTER IS AN ACTIVE MEMBER OF THE COMMUNITIES IT SERVES AND IS INVOLVED IN VARIOUS PROGRAMS AND ACTIVITIES THROUGHOUT THE AREA. COMMUNITY IS WHAT DRIVES SOMC TO ACHIEVE EXCELLENCE IN HEALTHCARE AND TO MAKE A DIFFERENCE IN THE LIVES OF THOSE AROUND US. THE ECONOMIC, EDUCATIONAL, RECREATIONAL AND CULTURAL ACTIVITIES OF THE LOCAL AREA SHOW THE WIDE SWEEP OF SOMC'S COMMUNITY INVOLVEMENT AND THEIR EFFORTS TO BUILD AND MAINTAIN STRONG RELATIONSHIPS. ALL PATIENTS ARE TREATED REGUARDLESS OF THEIR ABILITY TO PAY.IT'S THROUGH THESE RELATIONSHIPS THAT SOMC HAS BEEN RECOGNIZED FOR MANY OUTSTANDING ACCOMPLISHMENTS, RECEIVING SUCH NOTABLE HONORS AS ANCC'S MAGNET RECOGNITION, OSHA'S VPP STAR STATUS, PRESS GANEY'S DISTINCTIVE WORKPLACE AWARD, AS WELL AS BEING NAMED ONE OF FORTUNE'S 100 BEST COMPANIES TO WORK FOR. KEY DECISIONS MADE AT SOMC ARE GUIDED BY FIVE STRATEGIC VALUES: SAFETY, QUALITY, SERVICE, TEAMWORK AND FINANCE. RELATIONSHIPS SHAPE MANY FACETS OF CUSTOMER SERVICE AND THE CARE THAT IS PROVIDED WITHIN THE HOSPITAL. IT IS THE HOSPITAL'S GOAL TO LISTEN AND PARTNER WITH CUSTOMERS TO MAKE A DIFFERENCE TO THOSE WE SERVE. ADDITIONAL FEEDBACK IS ALSO GATHERED THROUGH FOCUS GROUPS CONDUCTED BY THE SOMC COMMUNITY RELATIONS DEPARTMENT, AS WELL AS THE SOMC EXECUTIVE TEAM'S ""OPEN DOOR POLICY,"" WHICH BOTH PROVIDE THE OPPORTUNITY TO GATHER INFORMATION AND SUGGESTIONS TO IMPROVE HOSPITAL SERVICES AND UNDERSTAND TECHNOLOGICAL NEEDS. SOMC PARTNERS WITH THE NATIONAL RESEARCH CORPORATION (NRC) TO PROVIDE TRANSITIONAL CARE SUPPORT FOLLOWING ACUTE AND AMBULATORY ENCOUNTERS. NRC'S CONNECT CARE TRANSITIONS PLATFORM PERFORMS POST-DISCHARGE CALL-BACKS, LEVERAGING AUTOMATED OUTREACH TO CONTACT PATIENTS IN THE CRITICAL TIMEFRAME OF 24-72 HOURS AFTER LEAVING OUR FACILITY. THE NATURAL VOICE RECOGNITION FOLLOW-UP CALL SEEKS OUT OPPORTUNITIES TO IMPROVE THE PATIENT EXPERIENCE THROUGH ADDRESSING ANY REMAINING SERVICE CONCERNS OR CLINICAL QUESTIONS AFTER DISCHARGE. ANY CONCERNS IDENTIFIED TRIGGER AN ALERT FROM THE CARE TRANSITIONS SOLUTION TO AN RN MEMBER OF OUR CLINICAL CASE MANGER TEAM WHO PERSONALLY RETURNS A CALL FOR RESOLUTION OR TRIAGING. CALL PROMPTS ADDRESS KEY ISSUES AFTER DISCHARGE SUCH AS PRESCRIPTIONS, FOLLOW-UP APPOINTMENTS, DISCHARGE INSTRUCTIONS, WORSENING HEALTH STATUS, SERVICE CONCERNS, POST-PROCEDURAL PAIN, ETC. THE CONNECT PROGRAM IMPACTS SOMC'S STRATEGIC VALUES BY REDUCING READMISSIONS, IMPROVING PATIENT EXPERIENCE AND PERCEPTIONS OF CARE, AND IMPROVING QUALITY AND SAFETY OUTCOMES. AS A FUNCTION OF THE CLINICAL CASE MANAGEMENT DEPARTMENT, CONNECT SERVES TO IMPROVE CLINICAL INTEGRATION BY BRIDGING THE GAPS BETWEEN ACUTE, EMERGENT, AND PROCEDURAL SETTINGS AND THE PATIENT'S HOME ENVIRONMENT.SOMC ESTABLISHES WORKING RELATIONSHIPS WITH ORGANIZATIONS THROUGHOUT THE TRI-STATE AREA TO FOCUS ON THE HEALTH AND WELLNESS OF THE COMMUNITY. SOMC AND ITS EMPLOYEES PARTICIPATE IN A VARIETY OF COMMUNITY-BASED ORGANIZATIONS INCLUDING THE SCIOTO COUNTY HEALTH COALITION, THE PORTSMOUTH AREA CHAMBER OF COMMERCE, ROTARY CLUB, SOUTHERN OHIO PERFORMING ARTS ASSOCIATION, THE PORTSMOUTH AREA ARTS COUNCIL, LITERACY PROGRAMS, SCHOOL BOARDS, COMMITTEES AND CHURCHES. OTHER PARTICIPATORY PROGRAMS INCLUDE LOCAL LITTLE LEAGUE GROUPS, LEADERSHIP PORTSMOUTH, TASK FORCE ON DOMESTIC VIOLENCE, PORTSMOUTH KIWANIS SERVICE CLUB, SCIOTO RESIDENTIAL SERVICES BOARD, PARAMEDIC ADVISORY BOARD, SALVATION ARMY, HABITAT FOR HUMANITY AND CHOICE HOUSING FOR THE DEVELOPMENTALLY DISABLED. SOMC ALSO MAINTAINS CLOSE RELATIONSHIPS WITH SOUTHERN OHIO CORRECTIONAL FACILITY MINISTRIES, ARTHRITIS FOUNDATION, MEDICAL RESERVE CORP, PARISH NURSE NETWORK, SOUTHERN OHIO DIABETES COALITION, PORTSMOUTH BICENTENNIAL BOARD, THE SHAWNEE STATE UNIVERSITY BOARD AND THE SOUTHERN OHIO CORRECTIONAL FACILITY COMMUNITY ADVISORY BOARD. SOMC HAS OPENED 6 PHARMACY TO SERVE THE PUBLIC. THEY ARE LOCATED IN WHEELERSBURG, SOUTH CAMPUS, MAIN CAMPUS, VANCEBURG, WEST UNION,WAVERLY, IRONTON AND OUR RETAIL PHARMACY AT THE MAIN CAMPUS. THIS ENABLE US TO SERVE OUR PATIENTS MORE EFFICIENTLY AND QUICKER, WE HAVE A MEDS TO BEDS PROGRAM WHICH BRINGS PATIENTS NEED MEDS TO THIS ROOM UPON RELEASE SO THEY DON'T HAVE TO MAKE STOPS ONCE THE LEAVE THE HOSPITAL. WE HAVE WALK IN CLINIC AT THE SOME LOCATION AS THE PHARMACIES WHICH ENABLES PATIENTS TO RECEIVE TREATMENT FROM 8 AM TO 8 PM AND THEN PICKUP ANY PRESCRIPTIONS PRESCRIBED AT THE SAME LOCATION BEFORE THEY LEAVE. MANY BENEFITS ARE CREATED THROUGH THESE PARTNERSHIPS INCLUDING SPONSORSHIPS FOR CULTURAL AFFAIRS, COMMUNITY HEALTH AND WELLNESS PROGRAMS, HEALTH SCREENINGS, EDUCATION, CHILDREN'S PROGRAMS AND YOUTH ACTIVITIES. ONE SUCH COLLABORATIVE EFFORT ALLOWS SOMC TO PROVIDE ADULT IMMUNIZATIONS FOR INFLUENZA, PNEUMONIA AND HEPATITIS B TO HUNDREDS OF COMMUNITY MEMBERS EACH YEAR. THE HOSPITAL OFTEN DONATES USED EQUIPMENT TO LOCAL SCHOOLS. NURSES AND PHYSICIANS VOLUNTEER THEIR TIME AND EFFORT TO TRAVEL AROUND THE SOMC REGION AND TO THIRD-WORLD COUNTRIES TO PROVIDE SERVICES FREE OF CHARGE OR AT A REDUCED RATE TO POPULATIONS WHO GREATLY BENEFIT FROM THEIR ANNUAL VISITS. SOMC MEDICAL CARE FOUNDATION IS ORGANIZED AND OPERATES EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES FOR THE BENEFIT OF SOMC, AN OHIO NON-PROFIT CORPORATION INCLUDING (A) PROVIDING MEDICAL, SURGICAL AND OTHER HEALTH CARE AND TREATMENT OF THE SICK, DISABLED, AND INJURED, REGARDLESS OF RACE, COLOR, RELIGION, NATIONAL ORIGIN, AGE, HANDICAP, SEX, OR THE ABILITY TO PAY FOR SERVICES; (B) CONDUCTING EDUCATIONAL ACTIVITIES RELATED TO HEALTHCARE AND TREATMENT OF THE SICK, DISABLED, INJURED AND TO PROMOTE AND CARRY ON MEDICAL, SCIENTIFIC AND CLINICAL RESEARCH RELATED TO HEALTH CARE AND TREATMENT OF THE SICK, DISABLED, AND INJURED; AND (C) ENGAGING IN ANY LAWFUL ACTIVITIES FOR WHICH CORPORATIONS MAY BE FORMED UNDER CHAPTER 1785 OF THE OHIO REVISED CODE THAT ARE NOT CONSISTENT WITH THE FOREGOING.OUR COMMUNITY RELATIONS DEPARTMENT POSTED SEVERAL ARTICLES ON FACEBOOK AND OTHER SOCIAL MEDIA INFORMING THE PUBLIC OF WAYS TO STAY SAFE. THEY HAVE A WEEKLY SPOT ON LOCAL RADIO TO EDUCATE OUR COMMJNITY ON INFORMATION PERTAINING TO CANCER, DIABETES AND MANY OTHER MEDICAL ISSUES PREVILANT IN OUR LOCAL AREA AND OFFER INFO ON SERVICES PROVIDED BY SOMC FOR DETECTION AND TREATMENT OF SAID ISSUES. WE ALSO HAVE SPOT ON WSAZ TO EDUCATE THE TRISTATE AREA ON THIS SAME ISSUES. SOMC DEVELOPMENT FOUNDATION RENDERS SERVICES TO SOUTHERN OHIO MEDICAL CENTER OF PORTSMOUTH, OHIO AND ITS PATIENTS AND ASSISTS THE HOSPITAL IN PROMOTING HEALTH AND WELFARE OF THE COMMUNITY IN ACCORDANCE WITH THE OBJECTIVES ESTABLISHED BY THE GOVERNING BOARD OF TRUSTEES OF SOUTHERN OHIO MEDICAL CENTER. IN ADDITION, SOMC DEVELOPMENT FOUNDATION CREATES, RECEIVES AND MAINTAINS A FUND OR FUNDS OF REAL OR PERSONAL PROPERTY OR BOTH, TO USE AND APPLY THE WHOLE OR ANY PART OF THE INCOME THEREFROM AND THE PRINCIPAL THEREOF EXCLUSIVELY FOR THE USE AND BENEFIT OF SOUTHERN OHIO MEDICAL CENTER.DUE TO THE LIFE CHANGING EXPERIENCES EVERYONE HAS SUFFERED THROUGH THIS YEAR, SOMC DECIDED TO CONDUCT A TARGETED NEEDS ASSESSMENT IN THE SCHOOLS INSTEAD OF THE COAT DRIVE. THE NEEDS ASSESSMENT REACHED OUT TO 15 LOCAL AREA SCHOOLS IN OUR SURROUNDING COMMUNITIES. THE RESULTS SHOWED THAT THE SCHOOL KIDS NEEDED A VARIETY OF THINGS SUCH AS SOCKS, SHOES, SCHOOL SUPPLIES, HAND SANITIZER, AND EVEN PILLOWS. AFTER REVIEW OF THE DATA, SOMC DECIDED TO GRANT EACH SCHOOL FUNDING TO BE USED FOR SPECIFIC NEEDS OF THE CHILDREN. THE FUNDS ARE PROVIDED BY THE SOMC COMMUNITY HEALTH & WELLNESS FUND. THIS FUND IS DESIGNED TO OFFER SUPPORT TO PROJECTS THAT WILL POSITIVELY AFFECT THE HEALTH AND WELLNESS OF THOSE LIVING AND WORKING IN OUR COMMUNITY. THE COMMUNITY HEALTH AND WELLNESS DEPARTMENT ALSO ACTIVELY SEEKS GRANTS THAT CAN BE USED TOWARD SPECIFIC COMMUNITY-WIDE PROGRAMS. THE SUSAN G. KOMEN GRANT FOR THE HANDS OF HOPE PROGRAM PROVIDES FREE OR REDUCED FEE EDUCATION, SCREENINGS AND MAMMOGRAMS TO PROMOTE EARLY DETECTION OF BREAST DISEASE. IT LINKS BREAST CANCER PATIENTS TO RESOURCES AFTER BREAST CANCER TREATMENT. SOMC IS DEDICATED TO EDUCATING ITS APPALACHIAN COMMUNITY ON SELF-BREAST EXAMS PROVIDING CLINICAL BREAST SERVICES AND DIAGNOSTIC TESTING, WITH A FOCUS ON YEARLY MAMMOGRAMS. FOR EXAMPLE, OCTOBER IS ANNUALLY KNOWN AS BREAST CANCER AWARENESS MONTH AND OFTEN FEATURES MANY PROGRAMS, SCREENINGS, COMMERCIALS, FLYERS AND ACTIVITIES THAT FOCUS SPECIFICALLY ON THAT TOPIC AND ITS EDUCATION. 444258768 1 1 0 1 0 0 0 0 0 0 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 1 1 0 1 283 0 1 3337 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 12 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X MELANIA COX 7403567072 1248 KINNEYS LANE PORTSMOUTH OH 45662 BECKY THEIL DIRECTOR 1.00 1.00 X 0 0 0 BENJAMIN GILL DIRECTOR-PRESIDENT & CEO-SOMC 42.10 1.00 X X 772332 0 55721 CHRISTOPHER G BELTON DO DIRECTOR-CHIEF OF STAFF ELECT 1.00 40.00 X X 0 1063995 70208 DAVID FOWLER DIRECTOR 1.10 1.00 X 0 0 0 ELIE SAAB MD DIRECTOR-CRITICAL CARE PHYSICIAN 1.00 41.00 X 0 650749 65395 GARY DUZAN TREASURER 1.10 1.00 X X 0 0 0 GEORGE LAWSON SECRETARY 1.10 1.00 X X 0 0 0 JESSE P HOUGHTON MD DIRECTOR-CHIEF OF STAFF 1.10 40.00 X X 0 966211 60226 MATTHEW MILLER DIRECTOR 1.00 1.00 X 0 0 0 ROBERT DEVER CHAIRMAN 1.10 1.00 X X 0 0 0 STEVEN CONLEY DIRECTOR 1.00 1.00 X 0 0 0 THOMAS REISER DIRECTOR 1.00 1.00 X 0 0 0 KARA PLUMMER CFO 42.10 1.00 X 388920 0 48363 KENDALL L STEWART MD VP OF MEDICAL AFFAIRS 40.00 1.00 X 645868 0 141976 CLAUDIA BURCHETT VP OF PATIENT SERVICES/CNO 40.00 1.00 X 420815 0 112442 VICKI NOEL VP OF HR/ORG DEVELOPMENT 40.00 1.00 X 317849 0 62140 VALERIE DECAMP VP OF CLINICAL INTEGRATION 40.00 1.00 X 263841 0 60658 RORY PHILLIPS ADM DIR PHARM-RESP CARE 40.00 0.00 X 261020 0 60197 JEREMY JANNEY PHARMACY MANAGER 40.00 0.00 X 220568 0 48801 HERBERT BUTTERBAUGH COMMUNITY PHARMACY MANAGER 40.00 0.00 X 199012 0 53935 JAY JONES RPH ONCOLOGY LEAD 40.00 0.00 X 180412 0 67239 JESSICA DIXON REG PHARMACIST SUPV 40.00 0.00 X 193577 0 55044 3864214 2680955 962345 271 0 1 0 TRELLIS RX LLC 1180 W PEACHTREE ST ATLANTA GA 30309 PHARMACY SERVICES 15723949 HEAPY SOLUTIONS 1400 W DOROTHY LN DAYTON OH 45409 MECHANICAL ENGINEER 10076778 LIFEPOINT REHABILITATION 330 SEVEN SPRINGS WAY BRENTWOOD TN 37027 REHABILITATION SERVICES 8371655 APOGEE MEDICAL MGMT 15059 N SCOTTSDALE RD SCOTTSDALE AZ 85254 PHYSICIAN SERVICES 6194078 MEDICUS 22 ROULSTON RD WINDHAM NH 03087 PHYSICIAN SERVICES 3064521 52 127829 500 232172 360501 PATIENT SERVICES 621110 503126622 503126622 PHARMACY REVENUE 456110 16704659 16704659 LIFE CENTER 713940 1537631 1537631 521368912 2891669 2891669 27503 38323 -10820 -10820 -10820 58197171 55254 60812303 11847 -2615132 43407 -2571725 -2571725 RETAIL PHARMACY REVENUE 456110 104112851 102983246 1129605 CAFETERIA SALES 722514 2408431 2408431 GIFT SHOP REVENUE 459420 117087 117087 2190974 2089057 101917 108829343 630867880 626441215 1118785 2947379 218090 218090 3602992 3602992 177434978 133679561 43524816 230601 5665677 4268523 1389791 7363 50367290 37946730 12355101 65459 13237032 9972784 3247045 17203 4485239 2928861 1556378 763219 763219 2559107 2559107 32625725 21304598 11321127 658062 631279 26783 8397193 8055427 341766 2405156 2307266 97890 23073406 22134318 939088 658396 631599 26797 1333090 1278833 54257 4581156 4581156 13565641 5842722 7722919 4635289 4635289 PHARMACY SUPPLIES/DRUGS 88197205 88197205 MEDICAL SUPPLIES 54754574 54754574 BAD DEBT EXPENSE 50061749 50061749 OHIO FRANCHISE TAX 11569892 11569892 68467 44649 23818 554918625 444258768 110339231 320626 469062 57834 26125368 35067462 67908034 58503616 11756606 11884000 5809560 5859007 449144231 305271060 139085696 143873171 338408138 374504283 5534996 6953378 29628580 33924738 624726040 670627489 43959267 53103330 109005949 102488752 35570897 36754684 188536113 192346766 X 436189927 478280723 436189927 478280723 624726040 670627489 X 75949255 37275841 -71134300 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 8352 8352 0 PART II-B, LINE 1: MEMBERSHIP DUES IN THE AMOUNT OF $168,262.60 PAID TO THE OHIO HOSPITAL ASSOCIATION. OF THESE DUES, $6,225.72 WAS RELATED TO LOBBYING ACTIVITIES.(3.7%) 340B INSIGHT DUES $6,125 WITH $392 RELATED TO LOBBYING (6.4%) AND TRIP BY RORY PHILLIPS AND JEREMY JANNEY TO WASHINGTON A COST OF $1734.03. 6124865 6124865 84756750 47106907 37649843 922390 349812 572578 146239877 113116671 33123206 211100349 144697670 66402679 143873171 CASH SURRENDER VALUE LIFE INSURANCE 9919364 SELF INSURANCE FUNDS 752655 OTHER RECEIVABLES 12308960 INTERCOMPANY RECEIVABLES 20610 RIGHT OF USE ASSET 10923149 33924738 COST REPORT SETTLEMENT 3835641 PENSION LIABILITY 14399057 ACCRUED SELF-INSURED LIABILITY 4783846 CERP DEFERRED COMP LIABILITY 2686205 LEASE LIABILITY 11049935 36754684 1 1 X 1 X 1 X 1 1 0 1 1 10293 10643471 2637701 8005770 0.01590 165179 93310275 79122093 14188182 0.02810 175472 103953746 81759794 22193952 0.04400 31190 49697 49697 0.00010 67241201 67241201 0.13320 31190 67290898 67290898 0.13330 206662 171244644 81759794 89484850 0.17730 0 50061749 0 73647669 78461946 -4814277 X 1 1 1 1 SOUTHERN OHIO MEDICAL CENTER 1805 27TH STREET PORTSMOUTH OH 45662 X X X X X SOUTHERN OHIO MEDICAL CENTER 1 0 0 1 X X X X X X X X X 25 1 0 1 1 X HTTPS://TINYURL.COM/2XH7XSUK X X 1 25 1 HTTPS://TINYURL.COM/2XH7XSUK 0 1 X 200.000000000000 300.000000000000 1 1 X X X 1 X HTTPS://WWW.SOMC.ORG/PATIENTS-VISITORS/FINANCIAL-ASSISTANCE/ X HTTPS://WWW.SOMC.ORG/PATIENTS-VISITORS/FINANCIAL-ASSISTANCE/ X HTTPS://WWW.SOMC.ORG/PATIENTS-VISITORS/FINANCIAL-ASSISTANCE/ X X X X X X 1 X 0 X X X X 1 X 0 0 SOUTHERN OHIO MEDICAL CENTER PART V, SECTION B, LINE 5: IN JANUARY 2024, SOUTHERN OHIO MEDICAL CENTER BEGAN PLANNING THE COMMUNITY HEALTH NEEDS ASSESSMENT TO COMPLY WITH ACCREDITATION STANDARDS. SOMC'S COMMUNITY HEALTH AND WELLNESS TEAM ASSISTED WITH THE PLANNING AND IMPLEMENTATION OF THE ASSESSMENT. SOMC ALSO MET WITH OTHER STAKEHOLDERS IN THE COMMUNITY INCLUDING UK KING'S DAUGHTER'S MEDICAL CENTER, KDMC OHIO, PORTSMOUTH CITY HEALTH DEPARTMENT, AND THE SCIOTO CO HEALTH DEPARTMENT TO DISCUSS COLLABORATION.THE COMMUNITY HEALTH AND WELLNESS TEAM SOUGHT THIRD-PARTY ASSISTANCE TO CONDUCT THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA). TWO DIFFERENT LEADING AGENCIES WERE INTERVIEWED UNDER SET CRITERIA IDENTIFIED BY THE COMMUNITY HEALTH TEAM. A MATRIX WAS CONSTRUCTED TO COMPARE AGENCIES. BASED ON INTERVIEW FINDINGS, QUOTES AND PROPOSALS, PROFESSIONAL RESOURCE CONSULTANTS (PRC) WAS SELECTED AS THE VENDOR AND A CONTRACT WAS SIGNED. SURVEY PREPARATION PROCEEDED WITH PRC. IN JULY 2024, PRC BEGAN SURVEYING THE COMMUNITY. FINAL SURVEYS WERE COMPLETED IN AUGUST 2024. PRC COMPLETED DATA COMPILATION AND DELIVERED THE FINAL REPORT TO SOMC IN SEPTEMBER 2024.THE ASSESSMENT INCORPORATED DATA FROM BOTH QUANTITATIVE AND QUALITATIVE SOURCES. QUANTITATIVE DATA INPUT INCLUDED PRIMARY RESEARCH (THE PRC COMMUNITY HEALTH SURVEY) AND SECONDARY RESEARCH (VITAL STATISTICS AND OTHER EXISTING HEALTH-RELATED DATA); THESE QUANTITATIVE COMPONENTS ALLOWED FOR TRENDING AND COMPARISON TO BENCHMARK DATA AT THE STATE AND NATIONAL LEVELS. QUALITATIVE DATA INPUT INCLUDED PRIMARY RESEARCH GATHERED THROUGH AN ONLINE KEY INFORMANT SURVEY.UPON REVIEW OF DATA, A PRELIMINARY PLAN WAS DEVELOPED BY KEY SOMC STAKEHOLDERS. THE FINDINGS AND PRELIMINARY PLAN WERE PRESENTED TO THE COMMUNITY OUTREACH LEADERSHIP TEAM AND THE EXTERNAL STEERING COMMITTEE FOR FEEDBACK AND REVISION. THE IMPLEMENTATION PLAN WAS THEN PRESENTED TO THE SOMC BOARD OF DIRECTORS FOR FURTHER REFINEMENT AND FINAL PLAN APPROVAL. TO SOLICIT INPUT FROM KEY INFORMANTS, THOSE INDIVIDUALS WHO HAVE A BROAD INTEREST IN THE HEALTH OF THE COMMUNITY, AN ONLINE KEY INFORMANT SURVEY WAS ALSO IMPLEMENTED AS PART OF THIS PROCESS. A LIST OF RECOMMENDED PARTICIPANTS WAS PROVIDED BY SOMC; THIS LIST INCLUDED NAMES AND CONTACT INFORMATION FOR PHYSICIANS, PUBLIC HEALTH REPRESENTATIVES, OTHER HEALTH PROFESSIONALS, SOCIAL SERVICE PROVIDERS, AND A VARIETY OF OTHER COMMUNITY LEADERS. POTENTIAL PARTICIPANTS WERE CHOSEN BECAUSE OF THEIR ABILITY TO IDENTIFY PRIMARY CONCERNS OF THE POPULATIONS WITH WHOM THEY WORK, AS WELL AS OF THE COMMUNITY OVERALL. PARTICIPANTS INCLUDED REPRESENTATIVES OF PUBLIC HEALTH, AS WELL AS SEVERAL INDIVIDUALS WHO WORK WITH LOW-INCOME, MINORITY OR OTHER MEDICALLY UNDERSERVED POPULATIONS, AND THOSE WHO WORK WITH PEOPLE WITH CHRONIC DISEASE CONDITIONS.KEY INFORMANTS WERE CONTACTED BY EMAIL, INTRODUCING THE PURPOSE OF THE SURVEY AND PROVIDING A LINK TO TAKE THE SURVEY ONLINE; REMINDER EMAILS WERE SENT AS NEEDED TO INCREASE PARTICIPATION.FINAL PARTICIPATION INCLUDED REPRESENTATIVES OF THE ORGANIZATIONS ARE OUTLINED BELOW. ADAMS COUNTY ECONOMIC & COMMUNITY DEVELOPMENT ADAMS COUNTY HEALTH DEPARTMENT ADAMS COUNTY OSU EXTENSION OFFICE APPALACHIAN TRANSLATIONAL RESEARCH NETWORK AND COMMUNITY ENGAGEMENT OF SOUTHEASTERN OHIO AREA AGENCY ON AGING 7 CHILDREN'S SERVICES CITY COMMUNITY DEVELOPMENT COMMUNITY ACTION ORGANIZATION OF SCIOTO COUNTY COMPASS COMMUNITY HEALTH MAIN STREET PORTSMOUTH MONEY CONCEPTS OAK HILL ELEMENTARY PIKE COUNTY GENERAL HEALTH DISTRICT PORTSMOUTH AREA CHAMBER OF COMMERCE PORTSMOUTH CITY COUNCIL PORTSMOUTH CITY HEALTH DEPARTMENT PORTSMOUTH VISION CENTER POTTER'S HOUSE MINISTRIES RSVP SCIOTO COUNTY SCHMIDT FAMILY RESTAURANT GROUP SCIOTO COUNTY HEAD START SCIOTO COUNTY HEALTH DEPARTMENT SCIOTO COUNTY OSU EXTENSION OFFICE SCIOTO FOUNDATION SHAWNEE STATE UNIVERSITY SOUTHERN OHIO MEDICAL CENTER (SOMC) DEVELOPMENT BOARD SOUTHERN OHIO MEDICAL CENTER (SOMC) MEDICAL STAFF SOUTHEASTERN OHIO LEGAL SERVICES SOUTHERN OHIO MEDICAL CENTER STAKER'S DRUGS THE SCIOTO VOICE WHEELERSBURG SCHOOLS WICTHROUGH THIS PROCESS, INPUT WAS GATHERED FROM SEVERAL INDIVIDUALS WHOSE ORGANIZATIONS WORK WITH LOW-INCOME, MINORITY, OR OTHER MEDICALLY UNDERSERVED POPULATIONS. SOUTHERN OHIO MEDICAL CENTER PART V, SECTION B, LINE 6B: -KING'S DAUGHTER MEDICAL CENTER-OHIO-PORTSMOUTH CITY HEALTH DEPARTMENT-KDMC OHIO-SCIOTO CO HEALTH DEPARTMENT SOUTHERN OHIO MEDICAL CENTER PART V, SECTION B, LINE 7D: SOMC IS REPRESENTED ON MULTIPLE BOARDS AND AGENCIES WITHIN OUR COMMUNITY AND MARKET SHARE. THE CHNA RESULTS WERE AVAILABLE TO ALL OF THOSE AGENCIES, ALONG WITH OUR BOARD OF DIRECTORS, THE CITY AND COUNTY HEALTH DEPARTMENTS AND KINGS DAUGHTER MEDICAL CENTER-OHIO AND POSTED ON OUR EXTERNAL WEBSITE WWW.SOMC.ORG. SOUTHERN OHIO MEDICAL CENTER PART V, SECTION B, LINE 11: SOMC REVIEWED DATA GATHERED FROM TELEPHONE SURVEYS, ONLINE KEY INFORMANT SURVEYS AS WELL AS FOCUS GROUPS. IN ORDER TO PRIORITIZE HEALTH ISSUES IN WHICH TO DEVELOP GOALS AND ACTION PLANS, IT WAS CRITICAL TO IDENTIFY THE MOST PRESSING COMMUNITY HEALTH NEEDS. COMMUNITY NEEDS WERE RANKED IN IMPORTANCE BASED ON THE FOLLOWING CRITERIA:-NUMBER OF PEOPLE AFFECTED-SEVERITY OF THE PROBLEM-HEALTH SYSTEM'S ABILITY TO MAKE A DIFFERENCE IN THE OUTCOMES OR DATA-EXTENT TO WHICH OTHER COMMUNITY ORGANIZATIONS ARE COLLABORATING TO MEET THE NEED IN THE TSAIN ADDITION TO DATA REVIEW OF SIGNIFICANT HEALTH NEEDS OF THE COMMUNITY, THE FEEDBACK FROM ALL KEY STAKEHOLDER GROUPS WAS SOLICITED TO INFLUENCE AND SHAPE THE STRATEGIES AND ACTIONS IN THE FINAL PLAN. ANOTHER IMPORTANT INFLUENCE ON THE FINAL PLAN WAS THE STATE HEALTH IMPROVEMENT PLAN (SHIP) FOR OHIO. THE TOP PRIORITIES FOR SHIP WERE REVIEWED AND THE GOALS AND ACTION PLANS THAT WERE DEVELOPED WERE IN ALIGNMENT WITH 3 PRIORITY HEALTH OUTCOMES MENTAL HEALTH AND ADDICTION, CHRONIC DISEASE AND MATERNAL AND INFANT HEALTH. THE PLAN WAS PRESENTED TO THE SOMC BOARD OF DIRECTORS FOR FINAL FEEDBACK AND APPROVAL.THE TOP THREE NEEDS ENCOMPASS ACTIONS RELATED TO AT LEAST SEVEN OF THE TOP FOURTEEN AREAS OF CONCERN IDENTIFIED THROUGH THE CHNA. 55 1 - SOMC CANCER CENTER 1121 KINNEYS LANE PORTSMOUTH OH 45662 CANCER TREATMENT & CARE 2 - WOUND HEALING 1745 27TH STREET PORTSMOUTH OH 45662 WOUND HEALING 3 - SOMC WHEELERSBURG FAMILY HEALTH CENTER 8770 OHIO RIVER ROAD WHEELERSBURG OH 45694 PROVIDER BASED OUTPATIENT CLINIC 4 - SOMC WAVERLY FAMILY HEALTH CENTER 835 WEST EMMITT AVENUE WAVERLY OH 45690 PROVIDER BASED OUTPATIENT CLINIC 5 - HOSPICE IN-PATIENT 2201 25TH STREET PORTSMOUTH OH 45662 HOSPICE IN-PATIENT 6 - SOMC PORTSMOUTH FAMILY HEALTH CENTER 1248 KINNEYS LANE PORTSMOUTH OH 45662 PROVIDER BASED OUTPATIENT CLINIC 7 - LUCASVILLE LIFE CENTER 10617 US ROUTE 23 LUCASVILLE OH 45648 FITNESS CENTER 8 - PORTSMOUTH LIFE CENTER 1202 18TH STREET PORTSMOUTH OH 45662 FITNESS CENTER 9 - WHEELERSBURG LIFE CENTER 8430 HAYPORT ROAD WHEELERSBURG OH 45694 FITNESS CENTER 10 - SOMC MCF HEART AND VASCULAR 1711 27TH STREET PORTSMOUTH OH 45662 PROVIDER BASED OUTPATIENT CLINIC 11 - SOMC MCF COUNSELING AND PSYCHIATRIC SER 1735 27TH STREET PORTSMOUTH OH 45662 PROVIDER BASED OUTPATIENT CLINIC 12 - SOMC MCF ENT 1711 27TH STREET PORTSMOUTH OH 45662 PROVIDER BASED OUTPATIENT CLINIC 13 - SOMC MCF GASTROENTEROLOGY 1711 27TH STREET PORTSMOUTH OH 45662 PROVIDER BASED OUTPATIENT CLINIC 14 - SOMC MCF INFECTIOUS DISEASE 1735 27TH STREET PORTSMOUTH OH 45662 PROVIDER BASED OUTPATIENT CLINIC 15 - SOMC MCF LUCASVILLE FAMILY PRACTICE 10 THOMAS HOLLOW ROAD LUCASVILLE OH 45648 PROVIDER BASED OUTPATIENT CLINIC 16 - SOMC MCF MINFORD FAMILY PRACTICE 8792 STATE ROUTE 335 MINFORD OH 45653 PROVIDER BASED OUTPATIENT CLINIC 17 - SOMC MCF OBSTETRICS 1735 27TH STREET PORTSMOUTH OH 45662 PROVIDER BASED OUTPATIENT CLINIC 18 - SOMC MCF ORTHOPEDICS 1735 27TH STREET PORTSMOUTH OH 45662 PROVIDER BASED OUTPATIENT CLINIC 19 - SOMC MCF NEUROLOGY AND PM&R 1735 27TH STREET PORTSMOUTH OH 45662 PROVIDER BASED OUTPATIENT CLINIC 20 - SOMC MCF PEDIATRICS 1611 27TH STREET PORTSMOUTH OH 45662 PROVIDER BASED OUTPATIENT CLINIC 21 - SOMC MCF PULMONOLOGY 1735 27TH STREET PORTSMOUTH OH 45662 PROVIDER BASED OUTPATIENT CLINIC 22 - SOMC MCF MCF SURGICAL ASSOCIATES 1711 27TH STREET PORTSMOUTH OH 45662 PROVIDER BASED OUTPATIENT CLINIC 23 - SOMC MCF UROLOGY 1735 27TH STREET PORTSMOUTH OH 45662 PROVIDER BASED OUTPATIENT CLINIC 24 - SOMC MCF WEST UNION FAMILY HEALTH CENTE 90 CIC BOULEVARD WEST UNION OH 45693 PROVIDER BASED OUTPATIENT CLINIC 25 - SOMC MCF WHEELERSBURG FAMILY HEALTH CEN 8770 OHIO RIVER ROAD WHEELERSBURG OH 45694 PROVIDER BASED OUTPATIENT CLINIC 26 - SOMC W PORTSMOUTH FAMILY HEALTH CENTER 15888-A US 52 WEST PORTSMOUTH OH 45663 PROVIDER BASED OUTPATIENT CLINIC 27 - SOMC SOUTH WEBSTER FAMILY PRACTICE 110 NORTH JACKSON STREET SOUTH WEBSTER OH 45682 PROVIDER BASED OUTPATIENT CLINIC 28 - SOMC HOME HEATLH SERVICES 2201 27TH STREET PORTSMOUTH OH 45662 PROVIDER BASED OUTPATIENT CLINIC 29 - IRONTON FAMILY HEALTH CENTER 1015 EAST RING ROAD IRONTON OH 45638 PROVIDER BASED OUTPATIENT CLINIC 30 - EASTERN FAMILY PRACTICE 1170 TILE MILL ROAD BEAVER OH 45613 PROVIDER BASED OUTPATIENT CLINIC 31 - FAMILY PRACTICE & SPECIALITY ASSOCIATES 100 ASHLAND DR RUSSELL KY 41169 PROVIDER BASED OUTPATIENT CLINIC 32 - SOUTH SHORE FAMILY PRACTICE US 23 INDIANOLA AVE SOUTH SHORE KY 41175 PROVIDER BASED OUTPATIENT CLINIC 33 - WESTERN FAMILY PRACTICE 7959 OHG-124 LATHAM OH 45646 PROVIDER BASED OUTPATIENT CLINIC 34 - SOMC SLEEP LAB & DIAGNOSTIC SERVICES 1735 27TH STREET PORTSMOUTH OH 45662 PROVIDER BASED OUTPATIENT CLINIC 35 - SOMC OBSTETRICS - HALDARMAN 1729 27TH STREET PORTSMOUTH OH 45662 PROVIDER BASED OUTPATIENT CLINIC 36 - SOMC PORTSMOUTH FAMILY PRACTICE-DOWNTOWN 728 8TH STREET PORTSMOUTH OH 45662 PROVIDER BASED OUTPATIENT CLINIC 37 - SOMC NORTHWEST FAMILY PRACTICE 812 MOHAWK DRIVE MCDERMOTT OH 45652 PROVIDER BASED OUTPATIENT CLINIC 38 - SOMC PODIATRY ASSOCIATES 1611 27TH STREET PORTSMOUTH OH 45662 PROVIDER BASED OUTPATIENT CLINIC 39 - SOMC VANCEBURG FAMILY PRACTICE 207 PLUMMERS LANE VANCEBURG KY 41179 PROVIDER BASED OUTPATIENT CLINIC 40 - SOMC PHARMACY MAIN CAMPUS 1805 27TH STREET PORTSMOUTH OH 45662 PHARMACY 41 - SOMC PHARMACY SOUTH CAMPUS 1248 KINNEYS LANE PORTSMOUTH OH 45662 PHARMACY 42 - SOMC PHARMACY WEST UNION 90 CIC BLULEVARD WEST UNION OH 45693 PHARMACY 43 - SOMC PHARMACY VANCEBURG 207 PLUMMERS LANE VANCEBURG KY 41179 PHARMACY 44 - SOMC PHARMACY WHEELERSBURG 8770 OHIO RIVER ROAD WHEELERSBURG OH 45694 PHARMACY 45 - SOMC PEDIATRIC ASSOCIATES WEST UNION 90 CIC BLULEVARD WEST UNION OH 45693 PROVIDER BASED OUTPATIENT CLINIC 46 - SOMC PEDIATRIC ASSOCIATES WAVERLY 835 W EMMITT AVE WAVERLY OH 45690 PROVIDER BASED OUTPATIENT CLINIC 47 - SOMC PEDIATRIC ASSOCIATES WHEELERSBURG 8770 OHIO RIVER ROAD WHEELERSBURG OH 45694 PROVIDER BASED OUTPATIENT CLINIC 48 - SOMC OCCUPATIONAL HEALTH 1248 KINNEYS LANE PORTSMOUTH OH 45662 PROVIDER BASED OUTPATIENT CLINIC 49 - SOMC VANCEBURG OUTPATIENT REHAB 38 WEST KENTUCKY 8 SUITE A VANCEBURGE KY 41179 PROVIDER BASED OUTPATIENT CLINIC 50 - SOMC WEST UNION OUTPATIENT REHAB 6061 STATE ROUTE 125 WEST UNION OH 45693 PROVIDER BASED OUTPATIENT CLINIC 51 - SOMC WHEELERSBURG OUTPATIENT REHAB 613 CENTER STREET WHEELERSBURG OH 45694 PROVIDER BASED OUTPATIENT CLINIC 52 - SOMC PORTSMOUTH OUTPATIENT REHAB 1202 18TH STREET PORTSMOUTH OH 45662 PROVIDER BASED OUTPATIENT CLINIC 53 - SOMC LUCASVILLE OUTPATIENT REHAB 10617 US 23 LUCASVILLE OH 45648 PROVIDER BASED OUTPATIENT CLINIC 54 - SOMC PLASTIC SURGERY AND RECONSTRUCTIVE 1711 27TH STREET PORTSMOUTH OH 45662 PROVIDER BASED OUTPATIENT CLINIC 55 - SOMC BREAST CARE CENTER 1211 KINNEYS LANE PORTSMOUTH OH 45662 CANCER TREATMENT & CARE PART I, LINE 7: COSTS FOR LINES 7A AND 7B WERE CALCULATED USING THE COST-TO-CHARGE RATIO DERIVED FROM WORKSHEET 2, AND THE COSTS ON LINES 7E AND 7F WERE BASED ON ACTUAL COSTS. THE CASH AND IN-KIND CONTRIBUTIONS ON LINE 7I IS MADE UP OF THE EXPENSES FROM THE FOLLOWING ACTIVITIES:- BLOOD DRIVES HELD FOR THE RED CROSS- EMPLOYEES DONATE THROUGH INTERNAL DONATION CAMPAIGNS SUCH AS THE SOMC MAKE A DIFFERENCE PROGRAM- SOME PHARMACY ITEMS ARE GIVEN OUT AT SMOKING CESSATION PROGRAMS- THE ORGANIZATION AS A WHOLE SUPPORTS COMMUNITY EVENTS AND ORGANIZATIONS THROUGH DONATIONS THAT PROVIDE SERVICES TO THE LOCAL AREA 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 $ 50,061,749. PART III, LINE 2: TOTAL BAD DEBT EXPENSE REPORTED ON THE FINANCIAL STATEMENTS EXCLUDES AMOUNTS KNOWN TO QUALIFY FOR CHARITY DISCOUTOTAL BAD DEBT EXPENSE REPORTED ON THE FINANCIAL STATEMENTS EXCLUDES AMOUNTS KNOWN TO QUALIFY FOR CHARITY DISCOUNTS. ANY PARTIAL PAYMENTS THAT ARE SUBSEQUENTLY RECEIVED ARE APPLIED AS AN OFFSET TO BAD DEBT EXPENSE. NONE OF THE BAD DEBT EXPENSE REPORTED ON THE FINANCIAL STATEMENTS IS TREATED AS A COMMUNITY BENEFIT.NTS. ANY PARTIAL PAYMENTS THAT ARE SUBSEQUENTLY RECEIVED ARE APPLIED AS AN OFFSET TO BAD DEBT EXPENSE. NONE OF THE BAD DEBT EXPENSE REPORTED ON THE FINANCIAL STATEMENTS IS TREATED AS A COMMUNITY BENEFIT. PART III, LINE 3: NO ESTIMATE IS CALCULATED FROM BAD DEBT. THE HOSPITAL USES PRESUMPTIVE ELIGIBILITY TO DETERMINE CHARITY CARE ELIGIBLE PATIENTS AND THOSE ARE RECLASSED OUT OF BAD DEBT. THEREFORE, BAD DEBT ESTIMATE IS DEEMED CLOSE TO OR ZERO. PART III, LINE 4: THE ORGANIZATIONS PATIENT ACCOUNTS RECEIVABLE BALANCE CONSISTS OF AMOUNTS DUE FROM ITS PATIENTS AND THIRD-PARTY PAYORS. PATIENT ACCOUNTS RECEIVABLE ARE STATED AT EXPECTED NET REALIZABLE AMOUNTS. AN ALLOWANCE FOR CREDIT LOSSES IS ESTABLISHED FOR AMOUNTS EXPECTED TO BE UNCOLLECTIBLE OVER THE CONTRACTUAL LIFE OF THE RECEIVABLES. THE ORGANIZATION COLLECTIVELY EVALUATES PATIENT RECEIVABLES TO DETERMINE THE ALLOWANCE FOR CREDIT LOSSES BASED ON THE EXPECTED PAYMENT TO BE RECEIVED BASED ON EACH INDIVIDUAL PAYOR. THE ORGANIZATION CALCULATES THE ALLOWANCE USING THE EXPECTED LOSS MODEL THAT CONSIDERS THE ORGANIZATIONS ACTUAL HISTORICAL LOSS RATES ADJUSTED FOR CURRENT ECONOMIC CONDITIONS AND REASONABLE AND SUPPORTABLE FORECASTS. THE ORGANIZATION CONSIDERS HISTORICAL BANKRUPTCY ADJUSTMENTS AND CREDIT RATINGS OF SIGNIFICANT THIRD-PARTY PAYORS WHEN MAKING ADJUSTMENTS FOR REASONABLE AND SUPPORTABLE FORECASTS. UNCOLLECTIBLE AMOUNTS ARE WRITTEN OFF AGAINST THE ALLOWANCE FOR DOUBTFUL ACCOUNTS IN THE PERIOD THEY ARE DETERMINED TO BE UNCOLLECTIBLE. RECOVERIES OF AMOUNTS PREVIOUSLY WRITTEN OFF ARE RECOGNIZED WHEN RECEVEID. PART III, LINE 8: MEDICARE COSTS WERE TAKEN FROM THE MEDICARE COST REPORT, WHICH USES A COST TO CHARGE RATIO ALLOWED UNDER MEDICARE COST REPORT METHODOLOGY. NONE OF THE SHORTFALL IS TREATED AS COMMUNITY BENEFIT. PART III, LINE 9B: ALL SELF-PAY ACCOUNTS AND SELF-PAY AFTER INSURANCE ARE PROCESSED FOR PRESUMPTIVE CHARITY USING ISOLUTIONS. IF THE SELF-PAY PATIENT QUALIFIES, A DISCOUNT IS APPLIED RIGHT AWAY, AND IF THERE IS STILL A BALANCE DUE ON THE ACCOUNT, WE BILL THE CLAIMS FOR PAYMENTS OVER A FOUR STATEMENT AND CALL CYCLE. IF THE BALANCE REMAINS UNPAID IT IS FORWARDED FOR COLLECTIONS WITH AN OUTSIDE AGENCY. PART VI, LINE 2: THE NEEDS OF THE COMMUNITY ARE ASSESSED IN THE COMMUNITY HEALTH NEEDS ASSESSMENT. SEE SCHEDULE H PART V FOR FURTHER DETAILS OF THE REPORT. PART VI, LINE 3: EACH BILLING STATEMENT MAILED TO PATIENTS OFFERS THE FINANCIAL ASSISTANCE APPLICATION (FOR HCAP AND CHARITY FUNDING) FOR THE PATIENT TO COMPLETE AND RETURN TO THE BUSINESS OFFICE.WE ALSO OFFER ONLINE APPLICATIONS THAT CAN BE COMPLETED AND SENT ELECTRONICALLY.SOMC CONTRACTS WITH NAKAO-PIKE FOR THE PROCESSING OF HCAP AND/OR CHARITY SOUTHERN OHIO MEDICAL CENTER 31-0678022 APPLICATIONS RECEIVED IN PATIENT ACCOUNTING. THE APPLICATIONS ARE SENT TO THEM TWICE WEEKLY VIA THE US MAIL. UPON RECEIPT, THEY NOTATE THE ACCOUNTS, PROCESS THE APPLICATIONS AND SCAN THE APPLICATION AND DETERMINATION INTO MEDITECH . THEY THEN SEND US A LISTING OF THE ACCOUNTS INCLUDED, ALONG WITH THE APPROPRIATE ADJUSTMENT CODE AND THE DOLLAR AMOUNT TO BE ADJUSTED.IF THE APPLICATION LACKS SUFFICENT INCOME SUPPORT DOCUMENTATION, A REQUEST FOR ADDITIONAL INFORMATION IS SENT TO THE PATIENT. THEY MUST RETURN THE APPLICATION WITH THE NEEDED INFORMATION. IF NOTHING IS RETURNED, NOTHING IS DONE WITH THE PATIENT'S ACCOUNTS. PART VI, LINE 4: SOMC IS LOCATED IN PORTSMOUTH, OHIO, A RURAL COMMUNITY WITH A POPULATION OF 20,158 SITUATED ALONG THE WINDING OHIO AND SCIOTO RIVERS. PORTSMOUTH IS SEATED AT THE SOUTHERN TIP OF THE STATE, ACROSS THE RIVER FROM KENTUCKY, AND NEARLY TWO HOURS AWAY FROM THE NEAREST MAJOR CITIES OF COLUMBUS AND CINCINNATI IN OHIO, CHARLESTON IN WEST VIRGINIA AND LEXINGTON IN KENTUCKY. PORTSMOUTH IS A PART OF SCIOTO COUNTY AND IS HOME TO 8,582 HOUSEHOLDS. THE CITY IS DIVERSE IN TERMS OF RACE, AGE AND EDUCATION, WITH THE MEDIAN INCOME FOR A HOUSEHOLD FALLING BELOW $28,840. SOMC'S PRIMARY MARKET IS SCIOTO COUNTY AND MORE THAN HALF OF THE PATIENTS SERVED RESIDE IN SCIOTO COUNTY. SOMC RECEIVES PATIENTS FROM SEVEN SURROUNDING COUNTIES INCLUDING PIKE, JACKSON, ADAMS, LAWRENCE, BOYD, GREENUP AND LEWIS. THESE COUNTIES MAKE UP THE SECONDARY SERVICE AREA. SOUTHERN OHIO MEDICAL CENTER (SOMC) IS A NON-PROFIT HOSPITAL LOCATED IN PORTSMOUTH, OHIO. SOMC HAS 436 LICENSED BEDS, 248 STAFFED BEDS, AND 20 OPERATING ROOMS. SOMC IS COMPRISED OF THREE CAMPUSES IN PORTSMOUTH, AS WELL AS MULTIPLE SATELLITE FACILITIES.THROUGHOUT THE COMMUNITIES OF LUCASVILLE, MINFORD, PORTSMOUTH, SOUTH WEBSTER, WAVERLY, WEST PORTSMOUTH, WEST UNION AND WHEELERSBURG IN OHIO, AND SOUTH SHORE, RUSSELL AND VANCEBURG IN KENTUCKY. PART VI, LINE 5: SOUTHERN OHIO MEDICAL CENTER IS AN ACTIVE MEMBER OF THE COMMUNITIES IT SERVES AND IS INVOLVED IN VARIOUS PROGRAMS AND ACTIVITIES THROUGHOUT THE AREA. COMMUNITY IS WHAT DRIVES SOMC TO ACHIEVE EXCELLENCE IN HEALTHCARE AND TO MAKE A DIFFERENCE IN THE LIVES OF THOSE AROUND US. THE ECONOMIC, EDUCATIONAL, RECREATIONAL AND CULTURAL ACTIVITIES OF THE LOCAL AREA SHOW THE WIDE SWEEP OF SOMC'S COMMUNITY INVOLVEMENT AND THEIR EFFORTS TO BUILD AND MAINTAIN STRONG RELATIONSHIPS.IT'S THROUGH THESE RELATIONSHIPS THAT SOMC HAS BEEN RECOGNIZED FOR MANY OUTSTANDING ACCOMPLISHMENTS, RECEIVING SUCH NOTABLE HONORS AS ANCC'S MAGNET RECOGNITION, OSHA'S VPP STAR STATUS, PRESS GANEY'S DISTINCTIVE WORKPLACE AWARD, AS WELL AS BEING NAMED ONE OF FORTUNE'S 100 BEST COMPANIES TO WORK FOR.KEY DECISIONS MADE AT SOMC ARE GUIDED BY FIVE STRATEGIC VALUES: SAFETY, QUALITY, SERVICE, TEAMWORK AND FINANCE. RELATIONSHIPS SHAPE MANY FACETS OF CUSTOMER SERVICE AND THE CARE THAT IS PROVIDED WITHIN THE HOSPITAL. IT IS THE HOSPITAL'S GOAL TO LISTEN AND PARTNER WITH CUSTOMERS TO MAKE A DIFFERENCE TO THOSE WE SERVE. ADDITIONAL FEEDBACK IS ALSO GATHERED THROUGH FOCUS GROUPS CONDUCTED BY THE SOMC COMMUNITY RELATIONS DEPARTMENT, AS WELL AS THE SOMC EXECUTIVE TEAM'S "OPEN DOOR POLICY," WHICH BOTH PROVIDE THE OPPORTUNITY TO GATHER INFORMATION AND SUGGESTIONS TO IMPROVE HOSPITAL SERVICES AND UNDERSTAND TECHNOLOGICAL NEEDS.SOMC PARTNERS WITH THE NATIONAL RESEARCH CORPORATION (NRC) TO PROVIDE TRANSITIONAL CARE SUPPORT FOLLOWING ACUTE AND AMBULATORY ENCOUNTERS. NRC'S CONNECT CARE TRANSITIONS PLATFORM PERFORMS POST-DISCHARGE CALL-BACKS, LEVERAGING AUTOMATED OUTREACH TO CONTACT PATIENTS IN THE CRITICAL TIMEFRAME OF 24-72 HOURS AFTER LEAVING OUR FACILITY. THE NATURAL VOICE RECOGNITION FOLLOW-UP CALL SEEKS OUT OPPORTUNITIES TO IMPROVE THE PATIENT EXPERIENCE THROUGH ADDRESSING ANY REMAINING SERVICE CONCERNS OR CLINICAL QUESTIONS AFTER DISCHARGE. ANY CONCERNS IDENTIFIED TRIGGER AN ALERT FROM THE CARE TRANSITIONS SOLUTION TO AN RN MEMBER OF OUR CLINICAL CASE MANGER TEAM WHO PERSONALLY RETURNS A CALL FOR RESOLUTION OR TRIAGING. CALL PROMPTS ADDRESS KEY ISSUES AFTER DISCHARGE SUCH AS PRESCRIPTIONS, FOLLOW-UP APPOINTMENTS, DISCHARGE INSTRUCTIONS, WORSENING HEALTH STATUS, SERVICE CONCERNS, POST-PROCEDURAL PAIN, ETC. THE CONNECT PROGRAM IMPACTS SOMC'S STRATEGIC VALUES BY REDUCING READMISSIONS, IMPROVING PATIENT EXPERIENCE AND PERCEPTIONS OF CARE, AND IMPROVING QUALITY AND SAFETY OUTCOMES. AS A FUNCTION OF THE CLINICAL CASE MANAGEMENT DEPARTMENT, CONNECT SERVES TO IMPROVE CLINICAL INTEGRATION BY BRIDGING THE GAPS BETWEEN ACUTE, EMERGENT, AND PROCEDURAL SETTINGS AND THE PATIENT'S HOME ENVIRONMENT.SOMC ESTABLISHES WORKING RELATIONSHIPS WITH ORGANIZATIONS THROUGHOUT THE TRI-STATE AREA TO FOCUS ON THE HEALTH AND WELLNESS OF THE COMMUNITY. SOMC AND ITS EMPLOYEES PARTICIPATE IN A VARIETY OF COMMUNITY-BASED ORGANIZATIONS INCLUDING THE PORTSMOUTH AREA CHAMBER OF COMMERCE, ROTARY CLUB, SOUTHERN OHIO PERFORMING ARTS ASSOCIATION, THE PORTSMOUTH AREA ARTS COUNCIL, LITERACY PROGRAMS, SCHOOL BOARDS, COMMITTEES AND CHURCHES. OTHER PARTICIPATORY PROGRAMS INCLUDE LOCAL LITTLE LEAGUE GROUPS, LEADERSHIP.PORTSMOUTH, TASK FORCE ON DOMESTIC VIOLENCE, PORTSMOUTH KIWANIS SERVICE CLUB, SCIOTO RESIDENTIAL SERVICES BOARD, PARAMEDIC ADVISORY BOARD, SALVATION ARMY, HABITAT FOR HUMANITY AND CHOICE HOUSING FOR THE DEVELOPMENTALLY DISABLED. SOMC ALSO MAINTAINS CLOSE RELATIONSHIPS WITH SOUTHERN OHIO CORRECTIONAL FACILITY MINISTRIES, ARTHRITIS FOUNDATION, MEDICAL RESERVE CORP, PARISH NURSE NETWORK, SOUTHERN OHIO DIABETES COALITION, PORTSMOUTH BICENTENNIAL BOARD, THE SHAWNEE STATE UNIVERSITY BOARD AND THE SOUTHERN OHIO CORRECTIONAL FACILITY COMMUNITY ADVISORY BOARD.MANY BENEFITS ARE CREATED THROUGH THESE PARTNERSHIPS INCLUDING SPONSORSHIPS FOR CULTURAL AFFAIRS, COMMUNITY HEALTH AND WELLNESS PROGRAMS, HEALTH SCREENINGS, EDUCATION, CHILDREN'S PROGRAMS AND YOUTH ACTIVITIES. ONE SUCH COLLABORATIVE EFFORT ALLOWS SOMC TO PROVIDE ADULT IMMUNIZATIONS FOR INFLUENZA, PNEUMONIA AND HEPATITIS B TO HUNDREDS OF COMMUNITY MEMBERS EACH YEAR. THE HOSPITAL OFTEN DONATES USED EQUIPMENT TO LOCAL SCHOOLS. NURSES AND PHYSICIANS VOLUNTEER THEIR TIME AND EFFORT TO TRAVEL AROUND THE SOMC REGION TO PROVIDE SERVICES FREE OF CHARGE OR AT A REDUCED RATE TO POPULATIONS WHO GREATLY BENEFIT FROM THEIR ANNUAL VISITS.STATEMENT IS CONTINUED IN A LATER SECTION OF PART VI SUPPLEMENTAL INFORMATION. PART VI, LINE 6: SOUTHERN OHIO MEDICAL CENTER IS A SINGLE ACUTE CARE PROVIDER OF HEALTH SERVICES AT TWO FACILITIES IN THE PORTSMOUTH, OHIO AREA. SOMC IS THE PARENT ORGANIZATION OF SOMC DEVELOPMENT FOUNDATION, SOMC MEDICAL CARE FOUNDATION, INC., AND SOMC TITLE HOLDING COMPANY.SOMC DEVELOPMENT FOUNDATION RENDERS SERVICES TO SOUTHERN OHIO MEDICAL CENTER OF PORTSMOUTH, OHIO AND ITS PATIENTS AND ASSISTS THE HOSPITAL IN PROMOTING HEALTH AND WELFARE OF THE COMMUNITY IN ACCORDANCE WITH THE OBJECTIVES ESTABLISHED BY THE GOVERNING BOARD OF TRUSTEES OF SOUTHERN OHIO MEDICAL CENTER. IN ADDITION, SOMC DEVELOPMENT FOUNDATION CREATES, RECEIVES AND MAINTAINS A FUND OR FUNDS OF REAL OR PERSONAL PROPERTY OR BOTH, TO USE AND APPLY THE WHOLE OR ANY PART OF THE INCOME THEREFROM AND THE PRINCIPAL THEREOF EXCLUSIVELY FOR THE USE AND BENEFIT OF SOUTHERN OHIO MEDICAL CENTER.SOMC MEDICAL CARE FOUNDATION IS ORGANIZED AND OPERATES EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES FOR THE BENEFIT OF SOMC, AN OHIO NON-PROFIT CORPORATION INCLUDING (A) PROVIDING MEDICAL, SURGICAL AND OTHER HEALTH CARE AND TREATMENT OF THE SICK, DISABLED, AND INJURED, REGARDLESS OF RACE, COLOR, RELIGION, NATIONAL ORIGIN, AGE, HANDICAP, SEX, OR THE ABILITY TO PAY FOR SERVICES; (B) CONDUCTING EDUCATIONAL ACTIVITIES RELATED TO HEALTHCARE AND TREATMENT OF THE SICK, DISABLED, INJURED AND TO PROMOTE AND CARRY ON MEDICAL, SCIENTIFIC AND CLINICAL RESEARCH RELATED TO HEALTH CARE AND TREATMENT OF THE SICK, DISABLED, AND INJURED; AND (C) ENGAGING IN ANY LAWFUL ACTIVITIES FOR WHICH CORPORATIONS MAY BE FORMED UNDER CHAPTER 1785 OF THE OHIO REVISED CODE THAT ARE NOT CONSISTENT WITH THE FOREGOING.SOMC TITLE HOLDING COMPANY OWNS AND MANAGES REAL ESTATE ON BEHALF OF SOUTHERN OHIO MEDICAL CENTER. 1 FRIENDS OF PORTSMOUTH PO BOX 132 PORTSMOUTH OH 45662 830734246 501(C)(3) 50045 0 SPONSORSHIP SHAWNEE STATE DEVELOPMENT 940 SECOND STREET PORTSMOUTH OH 45662 311115810 501(C)(3) 10000 0 SPONSORSHIP CIRQUE D'ART THEATRE PO BOX 340 PORTSMOUTH OH 45662 262867950 501(C)(3) 8000 0 SPONSOR PRODUCTION STEVEN HUNTER HOPE FUND PO BOX 802 PORTSMOUTH OH 45662 262211905 501(C)(3) 6000 0 SPONSORSHIP MAIN STREET PORTSMOUTH 342 SECOND STREET PORTSMOUTH OH 45662 364565140 501(C)(3) 6500 0 SPONSORSHIP TIME OUT FOR ME 2245 CLEVELAND AVE PORTSMOUTH OH 45662 611115810 501(C)(3) 6000 0 SPONSORSHIP SUMMER MOTION PO BOX 990 PORTSMOUTH OH 45662 310914613 501(C)(3) 9500 0 SPONSORSHIP PORTSMOUTH AREA CHAMBER OF COMMERCE PO BOX 509 PORTSMOUTH OH 45662 311378689 501(C)(3) 8000 0 SPONSORSHIP MARKET STREET SQUARE PARK 1915 SCIOTO TRAIL PORTSMOUTH OH 45662 862608861 501(C)(3) 50000 0 SPONSORSHIP 9 0 PART I, LINE 2: SOUTHERN OHIO MEDICAL CENTER MAY MAKE CONTRIBUTIONS IN SUPPORT OF ORGANIZATIONS IN THE COMMUNITY. THE FOLLOWING PROCEDURES ARE IN PLACE TO MONITOR THESE FUNDS: ORGANIZATIONS ARE REQUIRED TO FILL OUT A REQUEST FOR DONATION AND ATTACH ADDITIONAL DOCUMENTATION EXPLAINING WHAT THE FUNDS WILL BE USED FOR. DEPENDING ON THE REQUEST, SOMC WILL FOLLOW UP DIRECTLY WITH GRANTEE TO VERIFY THE FUNDS WERE USED FOR ITS INTENDED PURPOSE. X 0 0 X X X X 0 1 0 0 0 0 0 0 0 CHRISTOPHER G BELTON DO DIRECTOR-CHIEF OF STAFF ELECT 0 859781 0 161375 0 42839 0 42201 0 28007 0 1134203 0 0 JESSE P HOUGHTON MD DIRECTOR-CHIEF OF STAFF 0 768020 0 198053 0 138 0 28764 0 31462 0 1026437 0 0 BENJAMIN GILL DIRECTOR-PRESIDENT & CEO-SOMC 747814 0 0 0 24518 0 24150 0 31571 0 828053 0 0 0 KENDALL L STEWART MD VP OF MEDICAL AFFAIRS 434281 0 0 0 211587 0 104948 0 37028 0 787844 0 0 0 ELIE SAAB MD DIRECTOR-CRITICAL CARE PHYSICIAN 0 590712 0 30235 0 29802 0 31872 0 33523 0 716144 0 0 CLAUDIA BURCHETT VP OF PATIENT SERVICES/CNO 298323 0 0 0 122492 0 75218 0 37224 0 533257 0 0 0 KARA PLUMMER CFO 368286 0 0 0 20634 0 17250 0 31113 0 437283 0 0 0 VICKI NOEL VP OF HR/ORG DEVELOPMENT 306217 0 0 0 11632 0 29030 0 33110 0 379989 0 0 0 VALERIE DECAMP VP OF CLINICAL INTEGRATION 220500 0 0 0 43341 0 24698 0 35960 0 324499 0 0 0 RORY PHILLIPS ADM DIR PHARM-RESP CARE 259725 0 0 0 1295 0 23680 0 36517 0 321217 0 0 0 JEREMY JANNEY PHARMACY MANAGER 220478 0 0 0 90 0 17839 0 30962 0 269369 0 0 0 HERBERT BUTTERBAUGH COMMUNITY PHARMACY MANAGER 198964 0 0 0 48 0 8065 0 45870 0 252947 0 0 0 JESSICA DIXON REG PHARMACIST SUPV 193523 0 0 0 54 0 7744 0 47300 0 248621 0 0 0 JAY JONES RPH ONCOLOGY LEAD 179776 0 0 0 636 0 16801 0 50438 0 247651 0 0 0 PART I, LINE 1A SOMC PAYS COUNTRY CLUB DUES ON BEHALF OF THE CEO. THE DUES ARE INCLUDED IN THE CEO'S COMPENSATION. PART I, LINE 4B THE ORGANIZATION MADE CONTRIBUTIONS TO A SERP FOR THE FOLLOWING VESTED INDIVIDUALS LISTED ON PAGE 7 OF FORM 990: KENDALL STEWART: $73,898 CLAUDIA BURCHETT: $44,168 VALERIE DECAMP: $2,524 THE SERP PLAN IS AVAILABLE ONLY TO INDIVIDUALS WHO HAVE HELD AN EXECUTIVE POSITION FOR ONE YEAR. THE SERP WILL VEST UPON THE OCCURRENCE OF THE FOLLOWING EVENTS: - THE DATE OF THE EXECUTIVE'S DEATH - THE DATE THE EXECUTIVE BECOMES TOTALLY DISABLED - THE DATE A CHANGE OF CONTROL OCCURS - THE EXECUTIVE REACHING THE AGE OF 60 YEARS IF AN EXECUTIVE SEVERS EMPLOYMENT OR IS TERMINATED, A NONCOMPETE AGREEMENT IS IN PLACE FOR 2 YEARS. THE EXECUTIVE FORFEITS ANY SERP PAYMENTS IF HE/SHE DOES NOT CONFORM TO THE NONCOMPETE AGREEMENT. THE EXECUTIVE MUST HAVE FIVE YEARS OF SERP SERVICE BEFORE ENDING THE EMPLOYMENT IN ORDER TO VEST. THE SERP CONTRIBUTIONS LISTED ABOVE ARE INCLUDED IN COMPENSATION REPORTED IN SCHEDULE J, PART II, COLUMN B(III). THE FOLLOWING INDIVIDUALS LISTED ON PAGE 7 OF FORM 990 RECEIVED VESTED SERP EARNING DURING THE CALENDAR YEAR: KENDALL STEWART: $107,118 CLAUDIA BURCHETT: $69,624 VALERIE DECAMP: $34,329 THE SERP EARNINGS LISTED ABOVE ARE INCLUDED IN COMPENSATION REPORTED IN SCHEDULE J, PART II, COLUMN B(III). SOMC MEDICAL CARE FOUNDATION, INC, A RELATED ORGANIZATION, MADE CONTRIBUTIONS TO A CERP (COMMUNITY EMERGENCY RESPONSE PLAN). THE CERP PROGRAM IS AN INCENTIVE PROGRAM FOR PHYSICIANS TO BE AVAILABLE ON CALL IN THE EVENT OF AN EMERGENCY. THE PHYSICIAN WILL VEST IN THE PLAN IF ANY OF THE FOLLOWING THREE CONDITIONS ARE MET: - PARTICIPATE IN THE CERP PROGRAM FOR 10 YEARS, IF ENTERED THE PLAN AFTER 2007 - REACH THE AGE OF 60 YEARS AFTER COMPLETING 20 YEARS OF SERVICE - REACH THE AGE OF 65 YEARS THE ORGANIZATION MADE CONTRIBUTIONS TO A CERP FOR THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII: ELIE SAAB: $11,172 JESSE HOUGHTON: $11,514 CHRISTOPHER BELTON: $26,676 THE AMOUNT LISTED ABOVE IS INCLUDED IN COMPENSATION REPORTED ON SCHEDULE J, PART II, COLUMN C. THE FOLLOWING INDIVIDUALS LISTED ON PAGE 7 OF FORM 990 RECEIVED A VESTED CERP PAYMENT DURING THE CALENDAR YEAR: ELIE SAAB: $11,406 THE VESTED PAYMENT AMOUNTS LISTED ABOVE ARE REPORTED ON SCHEDULE J, PART II, COLUMN B(III) AND COLUMN F. A COUNTY OF SCIOTO OHIO 316400086 808878HB1 2016-05-10 136738259 SEE PART VI 0 0 0 B COUNTY OF SCIOTO OHIO 316400086 808878HD7 2019-06-25 24900212 SEE PART VI 0 0 0 A 35565000 138630277 1297411 137332866 2009 0 1 1 1 B 11900000 25151254 195190 24956064 2020 0 0 1 1 A 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 0 0 1 B 0 0 0 1 0 0 0 0 1 A 1 B 1 PART I, LINE A, COLUMN (F): (1) ADVANCE REFUND A PORTION OF THE OUTSTANDING COUNTY OF SCIOTO, OHIO $154,655,000 OHIO HOSPITAL FACILITIES REFUNDING REVENUE BONDS, SERIES 2008 (SOUTHERN OHIO MEDICAL CENTER) (THE "SERIES 2008 BONDS") AND (2) PAY CERTAIN COSTS INCURRED IN CONNECTION WITH THE ISSUANCE OF THE SERIES 2016 BONDS. PART I, LINE B, COLUMN (F): (1) FINANCE "HOSPITAL FACILITIES" AS DEFINED IN SECTION 140.01 OF THE OHIO REVISED CODE AND (2) PAY CERTAIN COSTS INCURRED IN CONNECTION WITH THE ISSUANCE OF THE ISSUANCE OF THE SERIES 2019 BONDS. PART II, LINE 3, COLUMN A: TOTAL PROCEEDS OF THE ISSUE RESULT FROM: (1) SERIES 2016 BONDS ISSUE PRICE OF $136,738,258.75 AND (2) $1,892,018.33 OF INVESTMENT EARNINGS, AS OF JUNE 30, 2018, ON SALE PROCEEDS OF THE SERIES 2016 BONDS DEPOSITED INTO THE COUNTY OF SCIOTO, OHIO HOSPITAL FACILITIES REFUNDING REVENUE BONDS, SERIES 2008 (SOUTHERN OHIO MEDICAL CENTER) ESCROW FUND (THE "ESCROW FUND") PURSUANT TO THE ESCROW DEPOSIT AGREEMENT, MADE AS OF MAY 1, 2016, BY AND AMONG THE COUNTY OF SCIOTO, OHIO, SOUTHERN OHIO MEDICAL CENTER AND U.S. BANK NATIONAL ASSOCIATION, AS ESCROW DEPOSIT TRUSTEE. PURSUANT TO THE ESCROW VERIFICATION REPORT, DATED MAY 10, 2016, BY CAUSEY DEMGEN & MOORE P.C. (THE "ESCROW VERIFICATION REPORT"), TOTAL INVESTMENT EARNINGS ON THE ESCROW FUND (WHICH INCLUDES AMOUNTS FROM THE 2008 DSRF) THROUGH FEBRUARY 15, 2018, THE DATE ON WHICH THE ESCROW FUND WAS USED TO REDEEM THE SERIES 2008 BONDS, WERE $2,044,563.15. PART II, LINE 3, COLUMN B: TOTAL PROCEEDS OF THE ISSUE RESULT FROM: (1) SERIES 2019 BONDS ISSUE PRICE OF $24,900,211.80 AND (2) $249,765.71 OF NVESTMENT EARNINGS ON SALE PROCEEDS OF THE SERIES 2019 BONDS DEPOSITED INTO THE 2019 PROJECT ACCOUNT WITHIN THE PROJECT FUND. PART II, LINE 7, COLUMN A: THE ISSUANCE COST IS COMPRISED OF UNDERWRITER'S DISCOUNT OF $651,601.88 AND OTHER COSTS OF ISSUANCE OF $645,809.60. THE SERIES 2016 BOND PROCEEDS USED TO PAY THESE AMOUNTS WERE DEPOSITED INTO THE 2016 EXPENSE FUND. PART III, 3A, COLUMNS A AND B: CURRENTLY, ALL MANAGEMENT OR SERVICE CONTRACTS COMPLY WITH THE MANAGEMENT CONTRACT SAFE HARBORS SET FORTH BY THE INTERNAL REVENUE SERVICE. PART IV, 2C, COLUMN A: THE PROCEEDS OF THE SERIES 2016 BONDS USED TO PAY ISSUANCE COSTS WERE EXPENDED WITHIN SIX MONTHS FROM THE ISSUE DATE OF THE SERIES 2016 BONDS. THE ESCROW VERIFICATION REPORT INDICATED THAT THE YIELD ON THE ESCROW FUND DID NOT EXCEED THE YIELD ON THE SERIES 2016 BONDS. GIVEN THE FOREGOING, NO REBATE WILL BE DUE ON THE SERIES 2016 BONDS. PART IV, 2C, COLUMN A: THE REBATE COMPUTATION REPORT WAS COMPLETED ON FEBRUARY 7, 2025. BANNON HOWLAND & DEVER BOARD CHAIR ROBERT DEVER IS SENIOR PARTNER OF BANNON, HOWLAND, & DEVER 498322 $20,000 PER MONTH RETAINER AS GENERAL COUNSEL TO SOUTHERN OHIO MEDICAL CENTER AND ITS RELATED ENTITIES. ADDITIONAL AMOUNT IS RELATED TO ADDITIONAL LEGAL SERVICES PROVIDED TO SOUTHERN OHIO MEDICAL CENTER THROUGHOUT THE YEAR. 0 FORM 990, PAGE 1, LINE C: DOING BUSINESS AS: SOMC CANCER CENTER, SOMC HOME HEALTH SERVICES, SOMC L.I.F.E. CENTER, SOMC FAMILY HEALTH CENTER, SOMC HOSPICE CENTER, SOMC WOUND HEALING CENTER. FORM 990, PART III, LINE 4A CONTINUATION: SOMC EMPLOYEES, PHYSICIANS AND MEDICAL STUDENTS GIVE BACK TO THE COMMUNITY THROUGH INTERNAL DONATION CAMPAIGNS, SUCH AS THE "MAKE A DIFFERENCE" CAMPAIGN. EMPLOYEES CAN ALSO GIVE BACK THROUGH SOMC'S "PAY IT FORWARD" PROGRAM, WHERE SOCIAL WORKERS IDENTIFY PATIENT NEEDS AND EMPLOYEES CAN DIRECTLY DONATE ITEMS TO PROVIDE ASSISTANCE. MANY MEMBERS OF THE COMMUNITY ALSO VOLUNTEER AT SOMC, SERVING AS COMMUNITY AMBASSADORS. VOLUNTEERS OFFER A FRIENDLY SMILE AND COMFORTING WORDS TO PATIENTS AND FAMILY MEMBERS, WHILE ALSO ASSISTING WITHIN MANY AREAS OF THE HOSPITAL. SOMC'S TEAM OF VOLUNTEERS MAKES A DIFFERENCE NOT ONLY IN THE UNPAID HOURS THEY PROVIDE, BUT ALSO IN THEIR EFFORTS TO RAISE FUNDS TO PURCHASE MEDICAL EQUIPMENT, ASSIST WITH PATIENT NEEDS AND PROVIDE VARIOUS COMMUNITY SERVICES TO AID IN MAKING A DIFFERENCE. WITH THE COMMUNITIES AND SOMC WORKING SO CLOSELY TOGETHER, SOMC CAN PROUDLY SAY IT IS ABLE TO OBTAIN ITS GOAL OF "MAKING A DIFFERENCE." FORM 990, PART VI, SECTION B, LINE 11B FORM 990 INFORMATION IS COMPILED IN THE ACCOUNTING DEPARTMENT THEN SENT TO THE INDEPENDENT TAX ACCOUNTANTS TO ANALYZE THE INFORMATION AND COMPLETE THE TAX RETURN. THE FINAL FORM IS THEN REVIEWED BY FINANCIAL STAFF, TIED OUT TO THE TRIAL BALANCE, AND E-MAILED TO THE BOARD. IN ADDITION, THE CFO PRESENTS FORM 990 TO THE BOARD EXECUTIVE COMPENSATION COMMITTEE BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST STATEMENTS ARE FILLED OUT ANNUALLY IN JANUARY FOR OFFICERS AND FOR NEW AND RETURNING BOARD MEMBERS. COMPLETED CONFLICT OF INTEREST STATEMENTS ARE REVIEWED BY THE AUDIT & COMPLIANCE COMMITTEE. ANY CONFLICTS ARE DOCUMENTED IN THE MINUTES AND ADDRESSED. CONFLICTS OF INTEREST ARE RAISED BY OFFICERS OR BOARD MEMBERS ONCE THEY ARE KNOWN BY THE INDIVIDUAL. BOARD MEMBERS ABSTAIN FROM VOTING IF A CONFLICT IS IDENTIFIED THAT THE BOARD MEMBER IS INVOLVED WITH DURING THE FISCAL YEAR. WE MONITOR COMPLIANCE THROUGH THE ANNUAL CONFLICT OF INTEREST SURVEY PROCESS. IT MAKES THE CONFLICT KNOWN SO SOMC CAN ENSURE THE CONFLICT IS NOT A COMPLIANCE PROBLEM. WHEN CONFLICTS ARISE WE USE THE REBUTTABLE PRESUMPTION OF REASONABLENESS PROCESS TO ADDRESS THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 ON AN ANNUAL BASIS, AN INDEPENDENT CONSULTANT, GALLAGHER/INTEGRATED HEALTHCARE STRATEGIES (IHS), PROVIDES THE BOARD COMPENSATION COMMITTEE WITH COMPARABLE DATA AND OTHER FACTS WHICH ARE USED BY THE COMMITTEE TO DETERMINE EXECUTIVE PAY PHILOSOPHY. THE INDEPENDENT CONSULTANT USES BOTH NATIONAL AND REGIONAL EXECUTIVE COMPENSATION SURVEYS FOR COMPARABLE DATA TO DETERMINE EXECUTIVE COMPENSATION RECOMMENDATIONS. THE EXECUTIVE COMPENSATION COMMITTEE REVIEWS AND DELIBERATES THE INDEPENDENT CONSULTANT'S RECOMMENDATIONS AND THROUGH CONTEMPORANEOUS SUBSTANTIATION, REACHES A DECISION THAT IS BOTH MARKET COMPETITIVE AND REASONABLE. THE DECISIONS FOR CEO AND EXECUTIVES COMPENSATION ARE DOCUMENTED IN THE BOARD COMPENSATION COMMITTEE MINUTES, AS WELL AS THE BOARD MEETING MINUTES. THIS COMMITTEE DETERMINES THE CEO'S PAY AND SETS PAY RANGES FOR THE OTHER EXECUTIVES. THE PROCESS WAS LAST UNDERTAKEN DURING 2024. FORM 990, PART VI, SECTION C, LINE 19 SOUTHERN OHIO MEDICAL CENTER PROVIDES ITS FINANCIAL STATEMENTS TO THE PUBLIC THROUGH THE FILING OF ITS FORM 990 AS WELL AS ITS BOND DISCLOSURE. GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC ON SOUTHERN OHIO MEDICAL CENTER'S WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN ACTUARIAL VALUE OF PENSION -1,607,600. CHANGE IN ACTUARIAL COST 2,775,100. INTERCOMPANY TRANSFERS -72,301,800. FORM 990, PART XI, LINE 2C: THE ORGANIZATION HAS A COMMITTEE RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. SOMC DEVELOPMENT FOUNDATION 1805 27TH STREET PORTSMOUTH OH 45662 310677520 FUNDRAISING OH 501(C)(3) LINE 12A, I SOUTHERN OHIO MEDICAL CENTER 1 SOMC MEDICAL CARE FOUNDATION INC 1248 KINNEYS LANE PORTSMOUTH OH 45662 311374523 MEDICINE AND SURGERY OH 501(C)(3) LINE 12A, I SOUTHERN OHIO MEDICAL CENTER 1 SOUTHERN OHIO MEDICAL CENTER TITLE HOLDING COMPANY 1805 27TH STREET PORTSMOUTH OH 45662 314293042 MANAGE REAL ESTATE OH 501(C)(2) N/A SOUTHERN OHIO MEDICAL CENTER 1 0 0 1 0 0 0 0 0 1 0 1 1 1 1 1 1 1 1 1 SOMC MEDICAL CARE FOUNDATION R 67025617 ACCRUAL TRANSACTIONS SOMC MEDICAL CARE FOUNDATION L 21851125 COST PER CONTRACT SOMC MEDICAL CARE FOUNDATION M 15099378 COST PER CONTRACT SOMC MEDICAL CARE FOUNDATION O 99433152 ALLOCATION OF COSTS SOMC MEDICAL CARE FOUNDATION P 113712503 ALLOCATION OF COSTS SOMC MEDICAL CARE FOUNDATION Q 74553221 ALLOCATION OF COSTS SOMC TITLE HOLDING COMPANY N 1930289 RENTAL CHARGES PER CONTRACT SOMC TITLE HOLDING COMPANY K 8103867 RENTAL CHARGES PER CONTRACT SOMC TITLE HOLDING COMPANY L 7708976 ALLOCATION OF COSTS SOMC TITLE HOLDING COMPANY O 725387 ALLOCATION OF COSTS SOMC TITLE HOLDING COMPANY N 5276183 FORGIVENESS OF EXPENSES SOMC DEVELOPMENT FOUNDATION R 127829 BOOK VALUE