2026-05-15T14:13:32-05:00 2025-06-30 420714325 RSM US LLP 30 SOUTH WACKER DR SUITE 3300 CHICAGO IL 606063392 990 2024-07-01 883616696 ERLANGER HEALTH ERLA 4237787000 975 EAST THIRD STREET CHATTANOOGA TN 374032163 STEPHANIE GARY EVP AND CFO 4237787000 2026-05-15 1 1 REBEKUH ELEY P01247672 3126343400 2026-05-15 2024 2025-03-06 01:10:19Z STEPHANIE GARY 975 EAST THIRD STREET CHATTANOOGA TN 374032163 2114399030 0 X WWW.ERLANGER.ORG X 2022 TN TO BE A CENTER OF EXCELLENCE IN PROVIDING HIGH-QUALITY HEALTH CARE. 13 12 8319 701 5467 0 13039035 12810820 1285493925 1587595940 8932139 19020011 5404270 4229166 1312869369 1623655937 0 31745 0 0 635042774 750365278 0 0 1596108 613118202 796419503 1248160976 1546816526 64708393 76839411 996962018 1307876311 525057428 750092152 471904590 557784159 X WE COMPASSIONATELY CARE FOR PEOPLE. 1 0 1188784914 31745 1587595940 ERLANGER HEALTH IS A TENNESSEE NON-PROFIT, PUBLIC BENEFIT CORPORATION EXEMPT FROM FEDERAL INCOME TAXES AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. ERLANGER HEALTH AND ITS AFFILIATES OWN AND OPERATE HOSPITALS AND OTHER HEALTH CARE FACILITIES KNOWN AS ERLANGER HEALTH (THE "HEALTH SYSTEM OR "ERLANGER") LOCATED PRIMARILY IN AND NEAR THE CITY OF CHATTANOOGA, TENNESSEE (THE "HOSPITAL FACILITIES"). PRIOR TO JULY 1, 2023, THE HOSPITAL FACILITIES WERE OWNED AND OPERATED BY THE CHATTANOOGA-HAMILTON COUNTY HOSPITAL AUTHORITY. ON JULY 1, 2023, THE HOSPITAL AUTHORITY TRANSFERRED THE HOSPITAL FACILITIES TO THE ERLANGER PURSUANT TO A MISSION AGREEMENT DATED AUGUST 29, 2022 AMONG THE HOSPITAL AUTHORITY, ERLANGER AND HAMILTON COUNTY, TENNESSEE. FOUNDED IN 1889 BY FRENCH NOBLEMAN, BARON FREDERIC EMILE D'ERLANGER, THE HOSPITAL OPENED IN 1899 WITH 72 BEDS. SOON AFTER OPENING, ERLANGER FORMED ONE OF THE STATE'S FIRST NURSING SCHOOLS AND DEVELOPED A PARTNERSHIP WITH CHATTANOOGA MEDICAL COLLEGE, NOW THE UNIVERSITY OF TENNESSEE AT CHATTANOOGA.ERLANGER CONTINUES ITS COMMITMENT TO EXCELLENCE AS AN ACADEMIC MEDICAL CENTER AND PASSION FOR ADVANCING MEDICAL EDUCATION THROUGH A 50 YEAR PARTNERSHIP WITH THE UNIVERSITY OF TENNESSEE HEALTH SCIENCE CENTER COLLEGE OF MEDICINE CHATTANOOGA.THE HEALTH SYSTEM IS THE LARGEST HEALTHCARE PROVIDER IN SOUTHEAST TENNESSEE, TREATING MORE THAN 1,000,000 PEOPLE ANNUALLY. ERLANGER HEALTH EMPLOYS OVER 6,800 PEOPLE IN ORDER TO OPERATE A TOTAL OF 930 LICENSED BEDS. MORE THAN 700 VOLUNTEERS PROVIDE OVER 100,000 HOURS OF TIME TO THE HEALTH SYSTEM. THE HEALTH SYSTEM INCLUDES 6 HOSPITAL FACILITIES AND 28 PRIMARY CARE LOCATIONS TO PROVIDE A NUMBER OF SPECIALIZED CLINICAL SERVICES SUCH AS LEVEL I ADULT AND PEDIATRIC TRAUMA, LEVEL IV NEONATOLOGY SERVICES, KIDNEY TRANSPLANTATION, HEPATOBILIARY CANCER TREATMENT, THE COMPREHENSIVE STROKE CENTER OF EXCELLENCE, THE ORTHOPEDIC CENTER OF EXCELLENCE, A REGIONAL CANCER UNIT, OPEN-HEART SURGERY AND NEUROSURGERY, AS WELL AS A FULL-SERVICE CHILDREN'S HOSPITAL, ALL OF WHICH ARE SUPPORTED BY SIX "LIFE FORCE" AIR AMBULANCES COVERING A 100-MILE RADIUS AROUND CHATTANOOGA, TENNESSEE. ERLANGER HAS A MEDICAL STAFF CONSISTING OF ADULT AND PEDIATRIC SUBSPECIALTY PHYSICIANS AND A LARGE PRIMARY CARE NETWORK COVERING THE ERLANGER REGION. THE MEDICAL STAFF CONSISTS OF EMPLOYED PHYSICIANS AND PRIVATE ATTENDING PHYSICIANS, MANY OF WHOM HAVE FACULTY APPOINTMENTS WITH UTHSC COLLEGE OF MEDICINE CHATTANOOGA. THE MAJORITY OF SPECIALISTS ARE LOCATED ON ONE OF THE CHATTANOOGA CAMPUSES.ERLANGER HEALTH IS THE REGION'S ONLY SAFETY NET HOSPITAL PROVIDING MEDICALLY NECESSARY HEALTHCARE TO ALL INDIVIDUALS, WHERE NO INDIVIDUALS ARE DENIED NECESSARY MEDICAL CARE, TREATMENT OR SERVICES REGARDLESS OF THE ABILITY TO PAY, INCLUDING CHARITY CARE, SELF-PAY, MEDICARE AND MEDICAID PATIENTS. AT ERLANGER, DIVERSITY IS AN INDISPENSABLE COMPONENT OF HEALTHCARE EXCELLENCE. A COMMITMENT TO DIVERSITY MEANS A COMMITMENT TO THE INCLUSION, WELCOME, AND SUPPORT OF INDIVIDUALS FROM ALL GROUPS, ENCOMPASSING THE VARIOUS CHARACTERISTICS OF PERSONS IN OUR EMPLOYMENT AND COMMUNITY. THESE CHARACTERISTICS INCLUDE RACE, ETHNICITY, NATURAL ORIGIN, GENDER, AGE, SOCIOECONOMIC BACKGROUND, RELIGION, SEXUAL ORIENTATION, AND DISABILITY. AS WE EMBRACE THE POWER OF DIVERSITY, WE WILL PROVIDE OUR STAFF, VISITORS, PATIENTS, AND COMMUNITY WITH AN EXPERIENCE RICH IN OPPORTUNITIES AND PERSPECTIVES TO LEARN FROM EACH OTHER. THROUGH OUR EMPLOYEES, PHYSICIANS, AND CLINICIANS OUR HOSPITAL IS A WELCOMING PLACE FOR ALL AS WE EMBRACE THE POWER OF DIVERSITY. AT ERLANGER HEALTH, OUR VALUES DEFINE WHO WE ARE AND HOW WE ACT AS STAKEHOLDERS, INDIVIDUALLY AND COLLECTIVELY. WE BELIEVE VALUES IN ACTION CREATE THE CULTURE WE DESIRE: EXCELLENCE, RESPECT, LEADERSHIP, ACCOUNTABILITY, NURTURING, GENEROSITY, ETHICS, RECOGNITION. OUR VALUES REPRESENT WHO WE ARE, WHAT WE DO AND OUR ASPIRATIONS FOR THE FUTURE.FORM 990, PART III, LINE 4A, CONTINUATION:ERLANGER HONORS AND AWARDSCHILDREN'S HOSPITAL AT ERLANGER WAS RECOGNIZED FOR THE 2024 CYSTIC FIBROSIS FOUNDATION OUTSTANDING CARE CENTER PARTNER AWARD.ERLANGER EAST RECEIVED THE MOTHERS' MILK BANK OF TENNESSEE FIRST PLACE AWARD FOR 2025 DONATIONS. CHILDREN'S HOSPITAL AT ERLANGER RECEIVED THE MOTHERS' MILK BANK OF TENNESSEE SECOND PLACE AWARD FOR 2025 DONATIONS.ERLANGER BARONESS HOSPITAL AND ERLANGER EAST HOSPITAL RECEIVED THE AMERICAN HEART ASSOCIATION'S GET WITH THE GUIDELINES - STROKE GOLD PLUS QUALITY ACHIEVEMENT AWARD FOR THEIR COMMITMENT TO ENSURING STROKE PATIENTS RECEIVE THE MOST APPROPRIATE TREATMENT ACCORDING TO NATIONALLY RECOGNIZED, RESEARCH-BASED GUIDELINES. ERLANGER BARONESS HOSPITAL RECEIVED THE AMERICAN HEART ASSOCIATION'S TARGET: STROKE ELITE PLUS AWARD BY MEETING SPECIFIC CRITERIA THAT REDUCE THE TIME BETWEEN AN ELIGIBLE PATIENT'S ARRIVAL AT THE HOSPITAL AND TREATMENT WITH THROMBOLYTIC THERAPY.ERLANGER BARONESS HOSPITAL RECEIVED THE AMERICAN HEART ASSOCIATION'S TARGET: STROKE HONOR ROLL ADVANCED THERAPY AWARD BY MEETING SPECIFIC CRITERIA THAT REDUCE THE TIME BETWEEN AN ELIGIBLE PATIENT'S ARRIVAL AT THE HOSPITAL AND TREATMENT TO REMOVE THE CLOT CAUSING THE STROKE.ERLANGER EAST HOSPITAL RECEIVED THE AMERICAN HEART ASSOCIATION'S TARGET: STROKE HONOR ROLL ELITE AWARD BY MEETING SPECIFIC CRITERIA THAT REDUCE THE TIME BETWEEN AN ELIGIBLE PATIENT'S ARRIVAL AT THE HOSPITAL AND TREATMENT WITH THROMBOLYTIC THERAPY.ERLANGER HEALTH WAS NAMED BEST HOSPITAL, BEST EMERGENCY ROOM, BEST GENERAL PRACTICE DOCTOR (BRENT CAMPELL), BEST URGENT CARE, AND BEST PLACE TO HAVE A BABY (ERLANGER EAST) IN THE 2025 CHATTANOOGA TIMES FREE PRESS BEST OF THE BEST READERS' CHOICE AWARDS. THE WIN FOR BEST PLACE TO HAVE A BABY WAS THE EIGHTEENTH CONSECUTIVE YEAR. THE TENNESSEE DEPARTMENT OF DISABILITY AND AGING CHOSE ERLANGER AS A 2024 TENNESSEE EMPLOYMENT FIRST INCLUSIVE EMPLOYER AWARD RECIPIENT FOR ITS INVOLVEMENT WITH THE PROGRAM, PROJECT SEARCH. THIS AWARD IS GIVEN TO BUSINESSES WHO ARE "DEDICATED TO THE RECRUITMENT, HIRING, ADVANCEMENT AND RETENTION OF PEOPLE WITH DISABILITIES." ERLANGER LIFE FORCE AWARDED FLIGHT PROGRAM OF THE YEAR BY THE ASSOCIATION OF AIR MEDICAL SERVICES. JESSICA HOLLADAY, VICE PRESIDENT AND ASSISTANT CHIEF NURSING OFFICER, SURGICAL AND TRAUMA SERVICES AT ERLANGER RECEIVED THE 2024 THA NURSE LEADER OF DISTINCTION AWARD.ERLANGER REGISTERED NURSE, GARY HUIE, RECEIVED THE 2025 THA CLINICAL NURSE OF DISTINCTION AWARD. EILEEN SHRUM, DIRECTOR OF PATIENT SAFETY AND QUALITY AT ERLANGER HEALTH, WAS THE WINNER OF THE THA PATIENT SAFETY LEADERSHIP AWARD.ERLANGER SUPPLY CHAIN WAS RECOGNIZED BY HEALTHCARE SUPPLY CHAIN LEADER, GLOBAL HEALTHCARE EXCHANGE (GHX), AS A RECIPIENT OF THE 2025 SUPPLY CHAINS OF DISTINCTION AWARD HONORING TOP PERFORMING MEDIUM SIZE HOSPITALS AND HEALTH SYSTEMS IN NORTH AMERICA THAT HAVE DEMONSTRATED EXCEPTIONAL COMMITMENT TO SUPPLY CHAIN EXCELLENCE, INNOVATION, AND RESILIENCE.ERLANGER HEALTH SYSTEM WAS HONORED WITH THE 2025 TENNESSEE BOARD OF REGENTS (TBR) EXCELLENCE IN PHILANTHROPY AWARD BY CHATTANOOGA STATE COMMUNITY COLLEGE FOR CONTRIBUTING OVER $1.75 MILLION AND DEMONSTRATING EXCEPTIONAL LEADERSHIP IN SUPPORTING STUDENT SUCCESS AND EDUCATIONAL INITIATIVES. THIS PRESTIGIOUS AWARD RECOGNIZES PARTNERS FOR OUTSTANDING CONTRIBUTIONS TO TBR INSTITUTIONS. 1188784914 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 1 1 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 1 1 1 0 0 1 368 0 1 8319 1 1 1 0 0 0 0 1 1 0 0 0 0 1 0 X 13 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 TN X STEPHANIE GARY 4237787759 975 EAST THIRD STREET CHATTANOOGA TN 374032163 SHEILA BOYINGTON BOARD CHAIR 1.00 0.00 X X 0 0 0 VICKY GREGG BOARD VICE CHAIR 1.00 0.00 X X 0 0 0 JEFFREY WOODARD BOARD SECRETARY, CHIEF LEGAL OFFICER 40.00 1.00 X X 820244 0 44697 JOHN GERM BOARD MEMBER 1.00 0.00 X 0 0 0 JAMES HAYNES MD BOARD MEMBER 1.00 0.00 X 0 0 0 DEBBIE INGRAM BOARD MEMBER 1.00 0.00 X 0 0 0 BARRY LARGE BOARD MEMBER 1.00 0.00 X 0 0 0 WARREN MCEWEN BOARD MEMBER 1.00 0.00 X 0 0 0 LINDA MOSS MINES BOARD MEMBER UNTIL 7/24 1.00 0.00 X 0 0 0 MITCH MUTTER MD BOARD MEMBER UNTIL 7/24 1.00 0.00 X 0 0 0 CHRIS POOLE MD BOARD MEMBER 1.00 0.00 X 0 0 0 LORIE RUNGE BOARD MEMBER 1.00 0.00 X 0 0 0 JAY SIZEMORE MD BOARD MEMBER 1.00 0.00 X 0 0 0 LEMON WILLIAMS BOARD MEMBER 1.00 0.00 X 0 0 0 LARVIZO WRIGHT BOARD MEMBER 1.00 0.00 X 0 0 0 JIM COLEMAN PRESIDENT & CEO 40.00 1.00 X 1635521 0 36507 LYNN DEJACO EVP, CFO & TREASURER 40.00 1.00 X 1144437 0 32872 WENDY FOURNET EVP, CHIEF ADMINISTRATIVE OFFICER 40.00 0.00 X 601857 0 9810 TYLER WINKS EVP, CHIEF OPERATING OFFICER 40.00 0.00 X 823569 0 43878 RACHEL HARRIS EVP, CHIEF NURSING OFFICER 40.00 0.00 X 647009 0 25444 MARTHA ARVIN VP CHIEF COMPLIANCE & PRIVACY OFFICER 40.00 0.00 X 379162 0 34404 STEVEN BURKETT VP OF STRATEGY & BUSINESS DEVELOPMENT 40.00 0.00 X 412135 0 18886 JENSEN HYDE CHIEF MEDICAL OFFICER - VP 40.00 0.00 X 543564 0 17549 JEANNA ADLER VP CORPORATE FINANCE 40.00 1.00 X 349262 0 34606 PETER DEVERSA CORP MEDICAL DIR REVENUE INTEGRITY 40.00 0.00 X 341410 0 28770 MISTY BRACKETT SVP REVENUE CYCLE 40.00 0.00 X 280274 0 45635 TRACI JENNINGS VP OPERATIONS 40.00 0.00 X 337486 0 35463 ADAM ROYER VP OPERATIONS 40.00 0.00 X 361270 0 17338 ADAM CAMPBELL SVP CHF QLTY & PT SAFETY OFFICER 40.00 0.00 X 400145 0 34264 ADAM FALL CORP MEDICAL DIR PHYS ADVISOR 40.00 0.00 X 437515 0 29363 MARK STAFNE EVP & CHIEF GROWTH OFFICER 40.00 0.00 X 380587 0 40358 CINNAMON MATHEWS SVP & CDIO 40.00 0.00 X 353006 0 33493 STANFORD STEPHENS VP FACS, CONST & SUPPT SVCS 40.00 0.00 X 330655 0 28891 JESSE DOTY PHYSICIAN 40.00 0.00 X 1870069 0 18346 DANIEL KUETER PHYSICIAN 40.00 0.00 X 2540725 0 33339 MATTHEW HIGGINS PHYSICIAN 40.00 0.00 X 1817664 0 42607 JOSEPH MILLER PHYSICIAN 40.00 0.00 X 2066682 0 45258 PETER BOEHM PHYSICIAN 40.00 0.00 X 1805419 0 42972 GREGG GENTRY FORMER EVP, CAO 40.00 0.00 X 609041 0 377265 ROBERT MALONEY FORMER EVP, COO 40.00 1.00 X 986487 0 107243 DAVID GARRETT FORMER SVP & CHIEF INFORMATION OFFICER 40.00 0.00 X 427632 0 12214 22702827 0 1271472 1075 1 1 0 ANESTHESIOLOGY CONSULTANTS EXCHANGE INC 979 EAST 3RD STREET SUITE C-235 CHATTANOOGA TN 37403 ANESTHESIA SERVICES 15875216 SURGICAL MANAGEMENT PARTNERS LLC 979 EAST 3RD STREET SUITE C-320 CHATTANOOGA TN 37403 STAFF MANAGEMENT 11560313 UNIVERSITY SURGICAL ASSOCIATES PLLC 979 EAST 3RD STREET SUITE C-300 CHATTANOOGA TN 37403 SURGICAL SERVICES 4592707 BASS BERRY & SIMS PLC 150 THIRD AVENUE SOUTH SUITE 2800 NASHVILLE TN 37201 LEGAL SERVICES 4556648 TENNESSEE INTERVENTIONAL & IMAGING ASSOC 979 EAST 3RD STREET BOX 376 CHATTANOOGA TN 37403 RADIOLOGY SERVICES 4296528 94 1070353 570325 8498363 2671779 52143 12810820 PATIENT SERVICE REVENUE 621400 1373881215 1373881215 PUBLIC ASSESSMENT REVENUE 900099 133301082 133301082 PHARMACY REVENUE 456110 49203489 49203489 OTHER OPERATING REVENUE 900099 29934047 29934047 INCOME FROM JOINT VENTURES 900003 1276107 1276107 1587595940 19527210 19527210 4133520 0 4133520 4133520 4133520 489618201 114818 489754322 485896 -136121 -371078 -507199 -507199 593054 1070353 502875 90179 90179 SUPPLY SALES 456199 5467 5467 5467 1623655937 1587595940 5467 23243710 X 11245 11245 20500 20500 12688505 9648981 3025668 13856 612684583 465916331 146099171 669081 6241843 4746613 1488414 6816 80133681 60937702 19108469 87510 38616666 29366065 9208430 42171 3369760 2562536 803544 3680 7404583 7404583 254410 254410 237680 180744 56676 260 373528 373528 206666229 157159449 49281091 225689 3826836 2910120 912537 4179 25637686 19496192 6113496 27998 295014 224344 70348 322 18429241 14014526 4394589 20126 46522313 35377918 11093590 50805 8712206 6625202 2077490 9514 SUPPLIES 185150397 140797722 44150482 202193 DRUG SUPPLIES 112485116 85539369 26822908 122839 BAD DEBT EXPENSE 77329744 77329744 LICENSES AND FEES 67282146 51164745 16043926 73475 32442614 24754866 7652154 35594 1546816526 1188784914 356435504 1596108 197451026 149002949 208994029 73009482 0 1166172 182911405 342457820 19878505 22366525 15555134 20730304 967874355 705804667 267151849 262069688 0 276050135 0 4091905 105020070 156931331 996962018 1307876311 154686906 192794600 2903591 3621784 153082329 349325170 50000000 0 10350459 214384602 144000139 525057428 750092152 X 469894352 544186377 2010238 13597782 471904590 557784159 996962018 1307876311 X 76839411 3503805 14750 3405156 2116447 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 237680 237680 0 PART II-B, LINE 1: IN FURTHERANCE OF ITS EXEMPT PURPOSE TO BE A CENTER OF EXCELLENCE IN PROVIDING HIGH-QUALITY HEALTH CARE AND ITS COMMITMENT TO THE HEALTH AND WELLNESS OF OUR COMMUNITY, ERLANGER HEALTH PAYS MEMBERSHIP DUES AND PUBLIC AFFAIRS SERVICES TO PROFESSIONAL AND TRADE ASSOCIATIONS. A PORTION OF DUES ARE DESIGNATED FOR LOBBYING ACTIVITIES BY THESE ORGANIZATIONS. 227864 15465 947 242382 0.00000 1.00000 0.00000 0 0 10984777 10984777 304971294 215989056 88982238 21106404 18058025 3048379 623235646 471757586 151478060 7576234 7576234 262069688 DUE FROM AFFILIATES 105357445 RIGHT OF USE ASSETS - FINANCE 8992035 RIGHT OF USE ASSETS - OPERATING 42581851 156931331 ESTIMATED SELF-INSURANCE LIABILITIES 2834502 PTO LIABILITY 31891033 DUE TO AFFILIATES 56637230 OPERATING LEASE LIABILITIES 43313490 FINANCING LEASE LIABILITIES 9323884 144000139 X PART V, LINE 4: FOR THE PURPOSE OF THE PEDIATRIC GASTROENTEROLOGY PROGRAM. PART X, LINE 2: EMC, BLEDSOE, AND EWCH ARE CLASSIFIED AS ORGANIZATIONS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE IRC. AS SUCH, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. CYBERKNIFE AND CONTINUCARE ARE TAXABLE ENTITIES AND ACCOUNT FOR INCOME TAXES IN ACCORDANCE WITH ASC 740, INCOME TAXES. AT JUNE 30, 2025, MANAGEMENT DOES NOT BELIEVE ERLANGER HEALTH HOLDS ANY UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE UNDER ASC 740. IT IS ERLANGER HEALTH'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO INCOME TAX MATTERS AS AN OPERATING EXPENSE. 2025 BELIEVE BASH 1663407 1070353 593054 47275 126963 226444 11000 91193 1663407 1070353 593054 47275 126963 226444 11000 91193 502875 90179 1 1 X 1 X 250.000000000000 0 1 1 1 0 1 1 90108804 90108804 0.06130 247000719 147778590 99222129 0.06750 4389344 2937406 1451938 0.00100 341498867 150715996 190782871 0.12980 36553604 12174813 24378791 0.01660 23787 23787 36577391 12198600 24378791 0.01660 378076258 162914596 215161662 0.14640 1950 37185 37185 0.00000 1000 15000 15000 0.00000 18300 72772 72772 0.00000 21250 124957 124957 0.00000 1 363926710 286687093 657822151 1053780288 -395958137 X 1 1 8 1 ERLANGER MEDICAL CENTER 975 E 3RD STREET CHATTANOOGA TN 37403 HTTPS://WWW.ERLANGER.ORG/ 140 X X X X A 2 ERLANGER EAST HOSPITAL 1751 GUNBARREL ROAD CHATTANOOGA TN 37421 HTTPS://WWW.ERLANGER.ORG/LOCATIONS/ERL 140 X X X X A 3 CHILDREN'S HOSPITAL AT ERLANGER 910 BLACKFORD STREET CHATTANOOGA TN 37403 HTTPS://WWW.CHILDRENSATERLANGER.ORG/ 140 X X X X X A 4 ERLANGER NORTH HOSPITAL 632 MORRISON SPRINGS ROAD CHATTANOOGA TN 37415 HTTPS://WWW.ERLANGER.ORG/LOCATIONS/ERL 140 X X X A 5 ERLANGER SEQUATCHIE VALLEY EMERGENCY 16931 RANKIN AVENUE DUNLAP TN 37327 HTTPS://WWW.ERLANGER.ORG/LOCATIONS/ERL 5 X X A 6 ERLANGER BEHAVIORAL HEALTH HOSPITAL 804 N HOLTZCLAW AVENUE CHATTANOOGA TN 37404 HTTPS://WWW.ERLANGERBH.COM/ L000000035551 X X A 7 ERLANGER BEHAVIORAL HEALTH NORTH 632 MORRISON SPRINGS ROAD CHATTANOOGA TN 37415 HTTPS://WWW.ERLANGERBH.COM/ L000000035552 X X A 8 ERLANGER BLEDSOE 71 WHEELERTOWN AVENUE PIKEVILLE TN 37367 HTTPS://WWW.ERLANGER.ORG/LOCATIONS/ERL 5 X X X X B FACILITY REPORTING GROUP - A 0 1 1 X X X X X X X X X 25 1 1 0 1 X ERLANGER.ORG/ABOUT-US/COMMUNITY-IMPACT X 1 25 1 ERLANGER.ORG/ABOUT-US/COMMUNITY-IMPACT 0 1 X 250.000000000000 0.000000000000 X 1 1 X X X X 1 X WWW.ERLANGER.ORG/FAP X WWW.ERLANGER.ORG/FAP X WWW.ERLANGER.ORG/FAP X X X X X X X 1 X 0 X X X X 1 X 0 0 FACILITY REPORTING GROUP - B 0 1 1 X X X X X X X X X 25 1 0 0 1 X ERLANGER.ORG/ABOUT-US/COMMUNITY-IMPACT X 1 25 1 ERLANGER.ORG/ABOUT-US/COMMUNITY-IMPACT 0 1 X 250.000000000000 0.000000000000 X 1 1 X X X X 1 X WWW.ERLANGER.ORG/FAP X WWW.ERLANGER.ORG/FAP X WWW.ERLANGER.ORG/FAP X X X X X X X 1 X 0 X X X X 1 X 0 0 PART V, SECTION B FACILITY REPORTING GROUP B FACILITY REPORTING GROUP B CONSISTS OF: - FACILITY 8: ERLANGER BLEDSOE GROUP B-FACILITY 8 -- ERLANGER BLEDSOE PART V, SECTION B, LINE 2: PRIOR TO JULY 1, 2023, THE HOSPITAL FACILITIES WERE OWNED AND OPERATED BY THE CHATTANOOGA-HAMILTON COUNTY HOSPITAL AUTHORITY. ON JULY 1, 2023, THE HOSPITAL AUTHORITY TRANSFERRED THE HOSPITALS FACILITIES TO ERLANGER PURSUANT TO A MISSION AGREEMENT DATED AUGUST 29, 2022 AMONG THE HOSPITAL AUTHORITY, ERLANGER HEALTH AND HAMILTON COUNTY, TN. GROUP B-FACILITY 8 -- ERLANGER BLEDSOE PART V, SECTION B, LINE 5: THE PROCESS BEGINS BY DEFINING THE APPROPRIATE SERVICE AREA FOR EACH HOSPITAL, GENERALLY SPEAKING THIS WOULD BE THE GEOGRAPHIC AREA WHICH COMPRISES 75-80% OF THE INPATIENT ADMISSIONS FOR EACH HOSPITAL. WITH THIS INFORMATION, WE PREPARE A COMMUNITY HEALTH STATUS REPORT, WHICH IS A STATISTICAL AND DEMOGRAPHIC PROFILE OF THE SERVICE AREA FOR EACH HOSPITAL. THIS INCLUDES, BUT IS NOT LIMITED TO AGE/GENDER, RACE/ETHNIC, EDUCATIONAL & INCOME PROFILES ALONG WITH SUMMARY LEVEL MEDICAL PROFILES.IN ADDITION, WE CONDUCTED PRIMARY RESEARCH THROUGH A SURVEY ORGANIZATION SEEKING DIRECT INPUT FROM COMMUNITY MEMBERS WHICH IS STATISTICALLY REPRESENTATIVE AT THE 95% CONFIDENCE LEVEL, WITHIN +/- 5%. ALL OF OUR RESEARCH WAS PRESENTED TO A SERIES OF COMMUNITY BASED FOCUS GROUPS THAT WERE INVITED TO PARTICIPATE AND REPRESENTED VARIOUS COMMUNITY STAKEHOLDER PERSPECTIVES. THE FOCUS GROUPS WERE GUIDED BY FACILITATORS FROM THE SURVEY ORGANIZATION AND DISCUSSED A WIDE RANGE OF HEALTH CARE ISSUES AND THEN PRIORITIZED THEM THROUGH GROUP VOTING. THE RESULTS OF ALL THE FOCUS GROUPS WERE COMPILED AND REPORTED TO THE CHNA COMMITTEE.THE CHNA WORK TEAM EVALUATED ALL OF THE RESEARCH & COMMUNITY INPUT AND RECOMMENDED PRIORITIES AND NEXT STEPS. FINALLY, THE PRIORITY RECOMMENDATIONS WERE REVIEWED AND ENDORSED BY THE CHNA COMMITTEE. THE FINAL CHNA DOCUMENTS WERE PRESENTED TO THE ERLANGER EXECUTIVE LEADERSHIP TEAM, AND ULTIMATELY TO THE ERLANGER HEALTH - BOARD OF DIRECTORS FOR REVIEW, APPROVAL AND ADOPTION. GROUP B-FACILITY 8 -- ERLANGER BLEDSOE PART V, SECTION B, LINE 11: AN ISSUE OF SIGNIFICANT COMMUNITY NEED THAT WAS IDENTIFIED IS FOR EH TO RE-CONNECT WITH PARTNER ORGANIZATIONS IN THE COMMUNITY AND BROADER REGIONAL SERVICE AREA. THIS EFFORT WILL BE DESIGNED TO PROVIDE INFORMATION AS TO SERVICES WHICH EH HAS INITIATED IN RECENT YEARS AS WELL AS ENGAGEMENT FOR DEVELOPMENT AND EVALUATION OF POTENTIAL NEW SERVICES. RITA BUNCH (PRIOR CEO FOR NORTH AND EAST) HAD MULTIPLE MEETINGS WITH COMMUNITY LEADERS AND ADAM SCHRAEDER IS CONTINUING THOSE EFFORTS. AN ISSUE OF SIGNIFICANT COMMUNITY NEED THAT WAS IDENTIFIED IS TRANSPORTATION FOR PATIENTS WHICH NEED ASSISTANCE TO GET TO MEDICAL APPOINTMENTS AND HEALTH RELATED SERVICES. EH WILL HIRE A GRANT WRITER IN AN EFFORT TO FOCUS ON SEEKING OUT AVAILABLE GRANT FUNDING FROM 41 VARIOUS CHARITABLE SOURCES. IF SUCCESSFUL, THIS FUNDING WILL BE USED TO ACQUIRE AND POTENTIALLY DEVELOP AN ALTERNATIVE TRANSPORTATION OPTION SPECIFICALLY PERTAINING TO MEDICAL APPOINTMENTS AND ASSOCIATED HEALTHCARE SERVICES. A GRANT WRITER HAS BEEN HIRED AND THIS IS ONE OF HER ASSIGNMENTS.A SIGNIFICANT COMMUNITY NEED IDENTIFIED IN THE 2022 CHNA WAS MENTAL HEALTH. PLEASE SEE SECTION C OF THIS CHNA DOCUMENT FOR A DISCUSSION OF HOW THAT WAS ADDRESSED. THE ACTIVITY TO ADDRESS THAT COMMUNITY NEED IS CURRENTLY ONGOING, AND INCLUDES DEVELOPMENT OF AN AMBULATORY BEHAVIORAL HEALTH CLINIC TO SERVE ED AND IP PATIENTS POST. FURTHER, DISCUSSION IS UNDERWAY WITH THE UNIVERSITY OF TENNESSEE - COLLEGE OF MEDICINE - CHATTANOOGA UNIT ("UT-COM"), TO DEVELOP A GRADUATE MEDICAL EDUCATION PROGRAM FOR PSYCHIATRY & BEHAVIORAL HEALTH. THIS PROGRAM IS BEING ADDRESSED, HOWEVER, IT IS NOT A COMMITTED PROJECT, AS SUCH, BECAUSE EH IS UNABLE TO DEVELOP THE PROGRAM WITHOUT UT-COM. AN ISSUE OF SIGNIFICANT COMMUNITY NEED THAT WAS IDENTIFIED IS CARE COORDINATION PERTAINING TO MENTAL HEALTH SERVICES FOR PEDIATRIC PATIENTS UPON DISCHARGE FROM EITHER ED OR IP TREATMENT. THIS SHOULD BE TO FACILITATE REFERRAL FOR THESE PATIENTS TO ENABLE SUCCESSFUL RE-ENTRY TO THE COMMUNITY.AN ISSUE OF SIGNIFICANT COMMUNITY NEED IS IDENTIFICATION OF CHILDREN WHICH HAVE EXPERIENCED NON-ACCIDENTAL TRAUMA (I.E.-CHILD ABUSE). THIS EFFORT SHOULD BE TO SEEK TO IDENTIFY CHILDREN BEFORE THEY COME TO THE ED FOR TREATMENT. FURTHER, TO SUPPORT THEIR CONTINUED CARE IN THE COMMUNITY THROUGH ENHANCED FOCUS ON TRAINING AND EDUCATION OF OUR STAFF TO IDENTIFY, TRACK AND CARE FOR CHILDREN EXPERIENCING NON-ACCIDENTAL TRAUMA IN PARTNERSHIP WITH OUR COMMUNITY EXPERTS. EH WILL EVALUATE THIS ISSUE AND ATTEMPT TO DEVELOP A PROGRAMMATIC RESPONSE, HOWEVER, THE TYPE AND NATURE OF WHAT SUCH A RESPONSE WOULD BE, IS CURRENTLY UNKNOWN. GROUP B-FACILITY 8 -- ERLANGER BLEDSOE PART V, SECTION B, LINE 15E: IN ADDITION TO THE WRITTEN MATERIALS AND CONTACT INFORMATION PROVIDED ABOUT THE FINANCIAL ASSISTANCE POLICY AND APPLICATION, ERLANGER HAS FINANCIAL ADVOCATES THAT ASSIST PATIENTS IN APPLYING FOR FINANCIAL ASSISTANCE AND ALSO ACT AS POINTS OF CONTACT AND RESOURCES FOR COMMUNITY PARTNERS WHICH ALSO ASSIST THOSE IN NEED WITH APPLYING FOR FINANCIAL ASSISTANCE. GROUP B-FACILITY 8 -- ERLANGER BLEDSOE PART V, SECTION B, LINE 16J: ERLANGER HAS LONG BEEN KNOWN IN THE COMMUNITY AS THE SAFETY-NET HOSPITAL. ERLANGER'S FINANCIAL ADVOCATES ARE OFTEN IN CONTACT WITH COMMUNITY PARTNERS -- SUCH AS LA PAZ CHATTANOOGA, HOMELESS HEALTH CENTER, SOUTHEAST TENNESSEE PROJECT ACCESS, CEMPA COMMUNITY CARE, BLAZING HOPE RANCH, KARIS COMMUNITY HEALTH, CLINICA MEDICOS, ONE12RECOVERY, AND CHATTANOOGA CANCER SUPPORT SERVICES -- TO EDUCATE, ASSIST AND SHEPHERD THEIR REPSECTIVE CLIENTS THROUGH THE ERLANGER FINANCIAL ASSISTANCE PROCESS. PART V, SECTION B FACILITY REPORTING GROUP A FACILITY REPORTING GROUP A CONSISTS OF: - FACILITY 1: ERLANGER MEDICAL CENTER, - FACILITY 2: ERLANGER EAST HOSPITAL, - FACILITY 3: CHILDREN'S HOSPITAL AT ERLANGER, - FACILITY 4: ERLANGER NORTH HOSPITAL, - FACILITY 5: ERLANGER SEQUATCHIE VALLEY EMERGENCY, - FACILITY 6: ERLANGER BEHAVIORAL HEALTH HOSPITAL, - FACILITY 7: ERLANGER BEHAVIORAL HEALTH NORTH FACILITY REPORTING GROUP - A PART V, SECTION B, LINE 2: PRIOR TO JULY 1, 2023, THE HOSPITAL FACILITIES WERE OWNED AND OPERATED BY THE CHATTANOOGA-HAMILTON COUNTY HOSPITAL AUTHORITY. ON JULY 1, 2023, THE HOSPITAL AUTHORITY TRANSFERRED THE HOSPITALS FACILITIES TO ERLANGER PURSUANT TO A MISSION AGREEMENT DATED AUGUST 29, 2022 AMONG THE HOSPITAL AUTHORITY, ERLANGER HEALTH AND HAMILTON COUNTY, TN. FACILITY REPORTING GROUP - A PART V, SECTION B, LINE 5: THE PROCESS BEGINS BY DEFINING THE APPROPRIATE SERVICE AREA FOR EACH HOSPITAL, GENERALLY SPEAKING THIS WOULD BE THE GEOGRAPHIC AREA WHICH COMPRISES 75-80% OF THE INPATIENT ADMISSIONS FOR EACH HOSPITAL. WITH THIS INFORMATION, WE PREPARE A COMMUNITY HEALTH STATUS REPORT, WHICH IS A STATISTICAL AND DEMOGRAPHIC PROFILE OF THE SERVICE AREA FOR EACH HOSPITAL. THIS INCLUDES, BUT IS NOT LIMITED TO AGE/GENDER, RACE/ETHNIC, EDUCATIONAL & INCOME PROFILES ALONG WITH SUMMARY LEVEL MEDICAL PROFILES.IN ADDITION, WE CONDUCTED PRIMARY RESEARCH THROUGH A SURVEY ORGANIZATION SEEKING DIRECT INPUT FROM COMMUNITY MEMBERS WHICH IS STATISTICALLY REPRESENTATIVE AT THE 95% CONFIDENCE LEVEL, WITHIN +/- 5%. ALL OF OUR RESEARCH WAS PRESENTED TO A SERIES OF COMMUNITY BASED FOCUS GROUPS THAT WERE INVITED TO PARTICIPATE AND REPRESENTED VARIOUS COMMUNITY STAKEHOLDER PERSPECTIVES. THE FOCUS GROUPS WERE GUIDED BY FACILITATORS FROM THE SURVEY ORGANIZATION AND DISCUSSED A WIDE RANGE OF HEALTH CARE ISSUES AND THEN PRIORITIZED THEM THROUGH GROUP VOTING. THE RESULTS OF ALL THE FOCUS GROUPS WERE COMPILED AND REPORTED TO THE CHNA COMMITTEE.THE CHNA WORK TEAM EVALUATED ALL OF THE RESEARCH & COMMUNITY INPUT AND RECOMMENDED PRIORITIES AND NEXT STEPS. FINALLY, THE PRIORITY RECOMMENDATIONS WERE REVIEWED AND ENDORSED BY THE CHNA COMMITTEE. THE FINAL CHNA DOCUMENTS WERE PRESENTED TO THE ERLANGER EXECUTIVE LEADERSHIP TEAM, AND ULTIMATELY TO THE ERLANGER HEALTH - BOARD OF DIRECTORS FOR REVIEW, APPROVAL AND ADOPTION. FACILITY REPORTING GROUP - A PART V, SECTION B, LINE 6A: - FACILITY 1: ERLANGER MEDICAL CENTER- FACILITY 2: ERLANGER EAST HOSPITAL- FACILITY 3: CHILDREN'S HOSPITAL AT ERLANGER- FACILITY 4: ERLANGER NORTH HOSPITAL- FACILITY 5: ERLANGER SEQUATCHIE VALLEY EMERGENCY DEPARTMENT- FACILITY 6: ERLANGER BEHAVIORAL HEALTH HOSPITAL- FACILITY 7: ERLANGER BEHAVIORAL HEALTH NORTH FACILITY REPORTING GROUP - A PART V, SECTION B, LINE 11: AN ISSUE OF SIGNIFICANT COMMUNITY NEED THAT WAS IDENTIFIED IS FOR EH TO RE-CONNECT WITH PARTNER ORGANIZATIONS IN THE COMMUNITY AND BROADER REGIONAL SERVICE AREA. THIS EFFORT WILL BE DESIGNED TO PROVIDE INFORMATION AS TO SERVICES WHICH EH HAS INITIATED IN RECENT YEARS AS WELL AS ENGAGEMENT FOR DEVELOPMENT AND EVALUATION OF POTENTIAL NEW SERVICES. RITA BUNCH (PRIOR CEO FOR NORTH AND EAST) HAD MULTIPLE MEETINGS WITH COMMUNITY LEADERS AND ADAM SCHRAEDER IS CONTINUING THOSE EFFORTS. AN ISSUE OF SIGNIFICANT COMMUNITY NEED THAT WAS IDENTIFIED IS TRANSPORTATION FOR PATIENTS WHICH NEED ASSISTANCE TO GET TO MEDICAL APPOINTMENTS AND HEALTH RELATED SERVICES. EH WILL HIRE A GRANT WRITER IN AN EFFORT TO FOCUS ON SEEKING OUT AVAILABLE GRANT FUNDING FROM 41 VARIOUS CHARITABLE SOURCES. IF SUCCESSFUL, THIS FUNDING WILL BE USED TO ACQUIRE AND POTENTIALLY DEVELOP AN ALTERNATIVE TRANSPORTATION OPTION SPECIFICALLY PERTAINING TO MEDICAL APPOINTMENTS AND ASSOCIATED HEALTHCARE SERVICES. A GRANT WRITER HAS BEEN HIRED AND THIS IS ONE OF HER ASSIGNMENTS.A SIGNIFICANT COMMUNITY NEED IDENTIFIED IN THE 2022 CHNA WAS MENTAL HEALTH. PLEASE SEE SECTION C OF THIS CHNA DOCUMENT FOR A DISCUSSION OF HOW THAT WAS ADDRESSED. THE ACTIVITY TO ADDRESS THAT COMMUNITY NEED IS CURRENTLY ONGOING, AND INCLUDES DEVELOPMENT OF AN AMBULATORY BEHAVIORAL HEALTH CLINIC TO SERVE ED AND IP PATIENTS POST. FURTHER, DISCUSSION IS UNDERWAY WITH THE UNIVERSITY OF TENNESSEE - COLLEGE OF MEDICINE - CHATTANOOGA UNIT ("UT-COM"), TO DEVELOP A GRADUATE MEDICAL EDUCATION PROGRAM FOR PSYCHIATRY & BEHAVIORAL HEALTH. THIS PROGRAM IS BEING ADDRESSED, HOWEVER, IT IS NOT A COMMITTED PROJECT, AS SUCH, BECAUSE EH IS UNABLE TO DEVELOP THE PROGRAM WITHOUT UT-COM. AN ISSUE OF SIGNIFICANT COMMUNITY NEED THAT WAS IDENTIFIED IS CARE COORDINATION PERTAINING TO MENTAL HEALTH SERVICES FOR PEDIATRIC PATIENTS UPON DISCHARGE FROM EITHER ED OR IP TREATMENT. THIS SHOULD BE TO FACILITATE REFERRAL FOR THESE PATIENTS TO ENABLE SUCCESSFUL RE-ENTRY TO THE COMMUNITY.AN ISSUE OF SIGNIFICANT COMMUNITY NEED IS IDENTIFICATION OF CHILDREN WHICH HAVE EXPERIENCED NON-ACCIDENTAL TRAUMA (I.E.-CHILD ABUSE). THIS EFFORT SHOULD BE TO SEEK TO IDENTIFY CHILDREN BEFORE THEY COME TO THE ED FOR TREATMENT. FURTHER, TO SUPPORT THEIR CONTINUED CARE IN THE COMMUNITY THROUGH ENHANCED FOCUS ON TRAINING AND EDUCATION OF OUR STAFF TO IDENTIFY, TRACK AND CARE FOR CHILDREN EXPERIENCING NON-ACCIDENTAL TRAUMA IN PARTNERSHIP WITH OUR COMMUNITY EXPERTS. EH WILL EVALUATE THIS ISSUE AND ATTEMPT TO DEVELOP A PROGRAMMATIC RESPONSE, HOWEVER, THE TYPE AND NATURE OF WHAT SUCH A RESPONSE WOULD BE, IS CURRENTLY UNKNOWN. FACILITY REPORTING GROUP - A PART V, SECTION B, LINE 15E: IN ADDITION TO THE WRITTEN MATERIALS AND CONTACT INFORMATION PROVIDED ABOUT THE FINANCIAL ASSISTANCE POLICY AND APPLICATION, ERLANGER HAS FINANCIAL ADVOCATES THAT ASSIST PATIENTS IN APPLYING FOR FINANCIAL ASSISTANCE AND ALSO ACT AS POINTS OF CONTACT AND RESOURCES FOR COMMUNITY PARTNERS WHICH ALSO ASSIST THOSE IN NEED WITH APPLYING FOR FINANCIAL ASSISTANCE. FACILITY REPORTING GROUP - A PART V, SECTION B, LINE 16J: ERLANGER HAS LONG BEEN KNOWN IN THE COMMUNITY AS THE SAFETY-NET HOSPITAL. ERLANGER'S FINANCIAL ADVOCATES ARE OFTEN IN CONTACT WITH COMMUNITY PARTNERS -- SUCH AS LA PAZ CHATTANOOGA, HOMELESS HEALTH CENTER, SOUTHEAST TENNESSEE PROJECT ACCESS, CEMPA COMMUNITY CARE, BLAZING HOPE RANCH, KARIS COMMUNITY HEALTH, CLINICA MEDICOS, ONE12RECOVERY, AND CHATTANOOGA CANCER SUPPORT SERVICES -- TO EDUCATE, ASSIST AND SHEPHERD THEIR REPSECTIVE CLIENTS THROUGH THE ERLANGER FINANCIAL ASSISTANCE PROCESS. PART I, LINE 3C: ERLANGER ALSO EXTENDS FINANCIAL ASSISTANCE TO THOSE INDIVIDUALS WHO ARE ELIGIBLE AND ENROLLED IN SOUTHEAST TENNESSEE PROJECT ACCESS (STPA). THESE PATIENTS ARE ELIGIBLE FOR FREE CARE FOR EMERGENCY MEDICAL CONDITIONS AND MEDICALLY NECESSARY CARE WITHOUT APPLYING FOR FINANCIAL ASSISTANCE FOR THE DURATION OF THEIR ELIGIBILITY FOR STPA, AS INDICATED ON THEIR STPA IDENTIFICATION CARD. THE PATIENT SHOULD PROVIDE HIS OR HER STPA CARD AT THE TIME OF SERVICE. PART I, LINE 7: ERLANGER HEALTH USED THE ACTUAL COST METHODOLOGY TO PREPARE SCHEDULE H, PART I, LINE 7. 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 $ 77,329,744. PART II, COMMUNITY BUILDING ACTIVITIES: ERLANGER HEALTH SERVES THE COMMUNITY THROUGH EDUCATIONAL, CELEBRATORY, AND FUNDRAISING EVENTS. THESE EVENTS INCLUDE COMMUNITY SCREENINGS, MEDICAL AND SAFETY EDUCATIONAL EVENTS, SYMPOSIUMS, SUPPORT GROUPS, AND SAFETY FESTS. ERLANGER IS HIGHLY ACTIVE IN THE CHATTANOOGA COMMUNITY BY WAY OF PARTICIPATION IN AND SPONSORING OF EVENTS SUCH AS THE CHATTANOOGA MARKET, SAFE KIDS AT THE CHATTANOOGA ZOO, THE CHATTANOOGA MARATHON, THE IRONMAN CHATTANOOGA, STRIKE OUT STROKE, AND THE ANNUAL FUNFAIR AT CHILDREN'S HOSPITAL. PART III, LINE 2: ERLANGER ESTIMATES THE TRANSACTION PRICE BY REDUCING THE STANDARD CHARGE BY ANY CONTRACTUAL ADJUSTMENTS, DISCOUNTS, AND IMPLICIT PRICE CONCESSIONS. SUBSEQUENT CHANGES THAT ARE DETERMINED TO BE THE RESULT OF AN ADVERSE CHANGE IN THE PATIENT'S ABILITY TO PAY ARE RECORDED AS BAD DEBT EXPENSE OR A PROVISION FOR CREDIT LOSSES IN THE PERIOD OF CHANGE. PART III, LINE 3: ERLANGER HEALTH ACCEPTS PATIENTS REGARDLESS OF ABILITY TO PAY. UNDER ITS FINANCIAL ASSISTANCE POLICY, ELIGIBILITY FOR DISCOUNTED MEDICALLY NECESSARY CARE MAY BE DETERMINED THROUGH PRESUMPTIVE REVIEW FOR UNINSURED PATIENTS WITH FAMILY INCOME AT OR BELOW 200% OF FEDERAL POVERTY GUIDELINES OR THROUGH AN APPLICATION PROCESS FOR INSURED OR UNINSURED PATIENTS WITH INCOME GENERALLY AT OR BELOW 250% OF FEDERAL POVERTY GUIDELINES AND LIMITED ASSETS. PART III, LINE 4: ERLANGER HEALTH HAS ELECTED THE PRACTICAL EXPEDIENT ALLOWED UNDER FASB ASC 606-10-32-18 AND DOES NOT ADJUST THE PROMISED AMOUNT OF CONSIDERATION FROM PATIENTS AND THIRD-PARTY PAYERS FOR THE EFFECTS OF A SIGNIFICANT FINANCING COMPONENT DUE TO THE EXPECTATION THAT THE PERIOD BETWEEN THE TIME THE SERVICE IS PROVIDED TO A PATIENT AND THE TIME THAT THE PATIENT OR A THIRD-PARTY PAYER PAYS FOR THAT SERVICE WILL BE ONE YEAR OR LESS. USING A PORTFOLIO APPROACH, ERLANGER HEALTH ESTIMATES THE TRANSACTION PRICE FOR PATIENTS WITH DEDUCTIBLES AND COINSURANCE AND FROM THOSE WHO ARE UNINSURED BASED ON HISTORICAL EXPERIENCE AND CURRENT MARKET CONDITIONS. IN ADDITION, FOR UNINSURED PATIENTS, ERLANGER HEALTH REDUCES CHARGES FROM CURRENT RATES BASED ON AVERAGE DISCOUNTS PROVIDED TO CERTAIN THIRD-PARTY PAYERS. THE INITIAL ESTIMATE OF THE TRANSACTION PRICE IS DETERMINED BY REDUCING THE STANDARD CHARGE BY ANY CONTRACTUAL ADJUSTMENTS, DISCOUNTS, AND IMPLICIT PRICE CONCESSIONS. SUBSEQUENT CHANGES TO THE ESTIMATE OF THE TRANSACTION PRICE ARE RECORDED AS ADJUSTMENTS TO PATIENT SERVICE REVENUE IN THE PERIOD OF THE CHANGE. SUBSEQUENT CHANGES THAT ARE DETERMINED TO BE THE RESULT OF AN ADVERSE CHANGE IN THE PATIENT'S ABILITY TO PAY ARE RECORDED AS BAD DEBT EXPENSE OR A PROVISION FOR CREDIT LOSSES. PART III, LINE 9B: ERLANGER OFFERS FREE CARE FOR THOSE WHO QUALIFY FOR FINANCIAL ASSISTANCE; THEREFORE, NO BILLING AND COLLECTION ATTEMPTS ARE MADE AGAINST THE PATIENT FOR AN ACCOUNT THAT HAS BEEN FLAGGED AS BEING SUBJECT TO FINANCIAL ASSISTANCE, AS THE ACCOUNT IS WRITTEN OFF.THE POLICY EXPLICITLY STATES THAT ACCOUNTS ARE NOT REFERRED TO LEGAL OR AN EXTERNAL VENDOR UNTIL EFFORTS HAVE BEEN MADE TO DETERMINE IT IS NOT SUBJECT TO FINANCIAL ASSISTANCE. FURTHER, IF A PATIENT APPLIES FOR FINANCIAL ASSISTANCE, ALL EXTRAORDINARY COLLECTION ACTIONS WILL CEASE, ANDANY FUNDS PAID BY THE PATIENT WILL BE REFUNDED. PART VI, LINE 2: THE PROCESS BEGINS BY DEFINING THE APPROPRIATE SERVICE AREA FOR EACH HOSPITAL, GENERALLY SPEAKING THIS WOULD BE THE GEOGRAPHIC AREA WHICH COMPRISES 75-80% OF THE INPATIENT ADMISSIONS FOR EACH HOSPITAL. WITH THIS INFORMATION, WE PREPARE A COMMUNITY HEALTH STATUS REPORT, WHICH IS A STATISTICAL AND DEMOGRAPHIC PROFILE OF THE SERVICE AREA FOR EACH HOSPITAL. THIS INCLUDES, BUT IS NOT LIMITED TO AGE/GENDER, RACE/ETHNIC, EDUCATIONAL & INCOME PROFILES ALONG WITH SUMMARY LEVEL MEDICAL PROFILES.IN ADDITION, WE CONDUCTED PRIMARY RESEARCH THROUGH A SURVEY ORGANIZATION SEEKING DIRECT INPUT FROM COMMUNITY MEMBERS WHICH IS STATISTICALLY REPRESENTATIVE AT THE 95% CONFIDENCE LEVEL, WITHIN +/-5%. ALL OF OUR RESEARCH WAS PRESENTED TO A SERIES OF COMMUNITY BASED FOCUS GROUPS THAT WERE INVITED TO PARTICIPATE AND REPRESENTED VARIOUS COMMUNITY STAKEHOLDER PERSPECTIVES. THE FOCUS GROUPS WERE GUIDED BY FACILITATORS FROM THE SURVEY ORGANIZATION AND DISCUSSED A WIDE RANGE OF HEALTH CARE ISSUES AND THEN PRIORITIZED THEM THROUGH GROUP VOTING. THE RESULTS OF ALL THE FOCUS GROUPS WERE COMPILED AND REPORTED TO THE CHNA COMMITTEE.THE CHNA WORK TEAM EVALUATED ALL OF THE RESEARCH & COMMUNITY INPUT AND RECOMMENDED PRIORITIES AND NEXT STEPS. FINALLY, THE PRIORITY RECOMMENDATIONS WERE REVIEWED AND ENDORSED BY THE CHNA COMMITTEE. THE FINAL CHNA DOCUMENTS WERE PRESENTED TO THE ERLANGER EXECUTIVE LEADERSHIP TEAM, AND ULTIMATELY TO THE ERLANGER HEALTH - BOARD OF DIRECTORS FOR REVIEW, APPROVAL AND ADOPTION. PART VI, LINE 3: ERLANGER PROVIDES EXTENSIVE GUIDANCE ON THE ORGANIZATION'S WEBSITE REGARDING FINANCIAL ASSISTANCE, INCLUDING THE APPLICATION, POLICY AND CONTACT INFORMATION FOR FINANCIAL COUNSELORS. FINANCIAL COUNSELORS ARE AVAILABLE TO DISCUSS FINANCIAL ASSISTANCE AND CHARITY CARE IN PERSON OR BY PHONE. THEY PROVIDE ASSISTANCE WITH OBTAINING, COMPLETING AND/OR SUBMITTING THE FINANCIAL ASSISTANCE APPLICATION. THEY CAN ALSO HELP PATIENTS WITH TENNCARE, MEDICAID, HAMILTON COUNTY ASSISTANCE PROGRAM AND CARING WAYS PRIVATE FUNDRAISING PLATFORM. PART VI, LINE 4: AS THE ANCHOR OF A REGIONAL HEALTH SYSTEM, ERLANGER MEDICAL CENTER SERVES A BROAD AREA THAT COVERS PORTIONS OF FOUR STATES. FROM A HEALTH PLANNING PERSPECTIVE, HOWEVER, EMC'S PRIMARY AND SECONDARY SERVICE AREA IS DEFINED BY 13 COUNTIES IN TENNESSEE AND GEORGIA. THESE COUNTIES COMBINE TO MAKE UP APPROXIMATELY 75% OF PATIENT ENCOUNTERS FOR ALL FOUR ERLANGER HOSPITALS IN HAMILTON COUNTY. THE OVER-65 POPULATION HAS GROWN SLIGHTLY IN THE ERLANGER SERVICE AREA SINCE 2022, CONSISTENT WITH NATIONAL TRENDS IN AGING POPULATIONS. HOWEVER, A QUARTER OF THE SERVICE AREA IS UNDER THE AGE OF 18. WHILE CHATTANOOGA AND HAMILTON COUNTY ARE MORE RACIALLY DIVERSE, THE ERLANGER SERVICE AREA OVERALL IS OVER 88% WHITE. HOWEVER, THE NON-WHITE POPULATION IS GROWING SLIGHTLY ACROSS THE SERVICE AREA. HAMILTON COUNTY IS HOME TO THE LARGEST SHARE OF BLACK/AFRICAN AMERICAN RESIDENTS IN THE SERVICE AREA. HAMILTON AND BRADLEY COUNTIES ARE HOME TO THE LARGEST SHARE OF HISPANIC/LATINO RESIDENTS. URBAN AREAS AND THE SUBURBAN AREAS THAT SURROUND THEM TEND TO HAVE HIGHER PERCENTAGES OF RESIDENTS WHO HAVE COMPLETED HIGH SCHOOL AND COLLEGE. THAT IS GENERALLY THE CASE IN THE ERLANGER SERVICE AREA. HOWEVER, HIGH SCHOOL GRADUATION RATES AND THE SHARE OF THOSE EARNING COLLEGE OR ADVANCED DEGREES SEEMS TO BE INCREASING SLOWLY. ACCORDING TO CENSUS DATA, INCOME LEVELS ROSE DRAMATICALLY FROM 2021 TO 2024, WITH HAMILTON COUNTY AND CATOOSA COUNTY LEADING THE WAY. PER CAPITA INCOME IN HAMILTON COUNTY INCREASED FROM $32,839 IN 2021 TO $43,484 IN 2024 DATA. THE PERCENTAGE OF PERSONS LIVING IN POVERTY IN HAMILTON COUNTY DECLINED FROM 13.3% IN 2021 DATA TO 12.9% IN 2024. 1 MURPHY MEDICAL CENTER 3990 E US HWY 64 ALT MURPHY NC 28906 561844262 501(C)(3) 11245 0 OPERATING SUPPORT 1 0 EMPLOYEE HELP FUND 20 20500 PART I, LINE 2: APPLICANTS SHOULD REQUEST A SPECIFIC DOLLAR AMOUNT BETWEEN $50 AND $1,000. IN RARE CIRCUMSTANCES, THE COMMITTEE MAY APPROVE AMOUNTS EXCEEDING $1,000 IF THE SITUATION WARRANTS IT. ONCE AN APPLICATION IS SUBMITTED, A COMMITTEE OF FOUR REPRESENTATIVES REVIEWS THE INFORMATION TO DETERMINE WHETHER IT MEETS THE CRITERIA FOR APPROVAL. EMPLOYEES ARE NOTIFIED OF THE FINAL DECISION WITHIN SEVEN BUSINESS DAYS OF SUBMITTING THE APPLICATION. ONCE ASSISTANCE IS APPROVED, THE PAYROLL DEPARTMENT IS NOTIFIED VIA EMAIL WITH A REQUEST TO ISSUE FUNDS FROM THE EMPLOYEE HELP FUND ACCOUNT. ASSISTANCE IS INCLUDED IN THE EMPLOYEE'S PAYROLL CHECK AND IS SUBJECT TO TAX. EMPLOYEE RELATIONS MAINTAINS A RECORD OF APPROVALS AND DENIALS AND WORKS CLOSELY WITH ACCOUNTING TO ENSURE THE FUND BALANCE ALIGNS WITH APPROVED DISBURSEMENTS AND REMAINING RESOURCES. X X X X 1 1 0 0 0 0 0 0 0 DANIEL KUETER PHYSICIAN 940060 0 1401680 0 198985 0 17250 0 16089 0 2574064 0 0 0 JOSEPH MILLER PHYSICIAN 925817 0 994729 0 146136 0 17250 0 28008 0 2111940 0 0 0 JESSE DOTY PHYSICIAN 500019 0 1369509 0 541 0 17250 0 1096 0 1888415 0 0 0 MATTHEW HIGGINS PHYSICIAN 464879 0 1352276 0 509 0 17250 0 25357 0 1860271 0 0 0 PETER BOEHM PHYSICIAN 932257 0 720130 0 153032 0 17250 0 25722 0 1848391 0 0 0 JIM COLEMAN PRESIDENT & CEO 991180 0 287090 0 357251 0 17250 0 19257 0 1672028 0 0 0 LYNN DEJACO EVP, CFO & TREASURER 637228 0 186758 0 320451 0 12549 0 20323 0 1177309 0 0 0 ROBERT MALONEY FORMER EVP, COO 75463 0 108991 0 802033 0 103373 0 3870 0 1093730 0 0 0 GREGG GENTRY FORMER EVP, CAO 29560 0 0 0 579481 0 377265 0 0 0 986306 0 0 0 TYLER WINKS EVP, CHIEF OPERATING OFFICER 526171 0 176486 0 120912 0 17250 0 26628 0 867447 0 0 0 JEFFREY WOODARD BOARD SECRETARY, CHIEF LEGAL OFFICER 387216 0 120262 0 312766 0 17250 0 27447 0 864941 0 0 0 RACHEL HARRIS EVP, CHIEF NURSING OFFICER 359862 0 109254 0 177893 0 17250 0 8194 0 672453 0 0 0 WENDY FOURNET EVP, CHIEF ADMINISTRATIVE OFFICER 447004 0 81091 0 73762 0 1769 0 8041 0 611667 0 0 0 JENSEN HYDE CHIEF MEDICAL OFFICER - VP 382486 0 92160 0 68918 0 17250 0 299 0 561113 0 0 0 ADAM FALL CORP MEDICAL DIR PHYS ADVISOR 387671 0 48074 0 1770 0 17250 0 12113 0 466878 0 0 0 DAVID GARRETT FORMER SVP & CHIEF INFORMATION OFFICER 160930 0 0 0 266702 0 4982 0 7232 0 439846 0 0 0 ADAM CAMPBELL SVP CHF QLTY & PT SAFETY OFFICER 282610 0 48904 0 68631 0 16863 0 17401 0 434409 0 0 0 STEVEN BURKETT VP OF STRATEGY & BUSINESS DEVELOPMENT 158780 0 53251 0 200104 0 8800 0 10086 0 431021 0 0 0 MARK STAFNE EVP & CHIEF GROWTH OFFICER 291320 0 55806 0 33461 0 13456 0 26902 0 420945 0 0 0 MARTHA ARVIN VP CHIEF COMPLIANCE & PRIVACY OFFICER 296668 0 51236 0 31258 0 17250 0 17154 0 413566 0 0 0 CINNAMON MATHEWS SVP & CDIO 268506 0 50731 0 33769 0 17250 0 16243 0 386499 0 0 0 JEANNA ADLER VP CORPORATE FINANCE 285436 0 49336 0 14490 0 17250 0 17356 0 383868 0 0 0 ADAM ROYER VP OPERATIONS 267794 0 45284 0 48192 0 17129 0 209 0 378608 0 0 0 TRACI JENNINGS VP OPERATIONS 260052 0 45284 0 32150 0 10971 0 24492 0 372949 0 0 0 PETER DEVERSA CORP MEDICAL DIR REVENUE INTEGRITY 341410 0 0 0 0 0 17250 0 11520 0 370180 0 0 0 STANFORD STEPHENS VP FACS, CONST & SUPPT SVCS 299306 0 30482 0 867 0 2377 0 26514 0 359546 0 0 0 MISTY BRACKETT SVP REVENUE CYCLE 181971 0 48060 0 50243 0 15793 0 29842 0 325909 0 0 0 PART I, LINES 4A-B DURING THE 2024 CALENDAR YEAR, ROBERT MALONEY, GREGG GENTRY, DAVID GARRETT, AND STEVEN BURKETT RECEIVED SEVERANCE PAYMENTS OF $527,291, $358,402, $261,768, AND $145,341 RESPECTIVELY. THESE PAYMENTS ARE REPORTED AS TAXABLE COMPENSATION ON PART II, COLUMN B(III). THE FOLLOWING EMPLOYEES PARTICIPATED IN A 457(F) PLAN THAT WAS TERMINATED EFFECTIVE JUNE 30, 2023, WITH FINAL PAYOUTS MADE DURING CALENDAR YEAR 2024. THESE PAYMENTS ARE REPORTED AS TAXABLE COMPENSATION ON PART II, COLUMN (B)(III): JIM COLEMAN - $99,462; LYNN DEJACO - $152,610; ROBERT MALONEY - $183,088; JEFFREY WOODARD - $178,503; RACHEL HARRIS - $120,968; GREGG GENTRY - $219,975 A THE HEALTH EDUCATIONAL AND HOUSING FACILITY BOARD OF CHATTANOOGA TENNESSEE 521298872 162409AP1 2024-08-29 352839249 PROCEEDS WERE USED TO REFUND ALL OUTSTANDING SERIES 2014A BONDS 1 0 0 A 3514078 352839249 2898768 349940481 3163430 149920000 1 0 0 1 A 0 0 0 0 0 0 1 A 0 0 0 1 0 0 0 0 1 A 0 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: THE HEALTH, EDUCATIONAL AND HOUSING FACILITY BOARD OF CHATTANO DATE THE REBATE COMPUTATION WAS PERFORMED: 12/19/2024 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 34567934 PHYSICIAN SERVICES 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 29938558 FACILITY SERVICES 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 27896237 PHYSICIAN SERVICES 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 6997548 IT SERVICES 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 6951499 PHYSICIAN SERVICES 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 5212769 PHYSICIAN SERVICES 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 5013546 PHYSICIAN SERVICES 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 4958344 PHYSICIAN SERVICES 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 4912070 LEGAL SERVICES 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 3872872 INSURANCE SERVICES 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 3635569 SECURITY SERVICES 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 3258337 MARKETING SERVICES 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 2598705 HEALTHCARE SERVICES 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 1478408 CONSULTING SERVICES 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 785613 PHYSICIAN SERVICES 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 736403 INSURANCE SERVICES 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 563190 CONSULTING SERVICES 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 531068 LEGAL SERVICES 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 450000 IT SERVICES 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 349307 CONSULTING SERVICES 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 348443 HEALTHCARE SERVICES 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 325785 INSURANCE SERVICES 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 307241 PHYSICIAN SERVICES 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 198474 HEALTHCARE SERVICES 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 167429 ACCOUNTING SERVICES 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 164000 HEALTHCARE SERVICES 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 160290 REAL ESTATE SERVICES 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 127209 CONSULTING SERVICES 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 121757 HEALTHCARE SERVICES 0 X AUCTION ITEMS 12 46579 FMV X PLANTS 2 5564 FMV 0 0 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS FORM 990, PART III, LINE 2 ON NOVEMBER 30, 2024, ERLANGER HEALTH ASSUMED THE ASSETS AND LIABILITIES OF THE ERLANGER FOUNDATION - PREVIOUSLY THE 501(C)(3) FUNDRAISING ARM OF ERLANGER. AS A DEPARTMENT OF ERLANGER, THE TRADE NAME ("ERLANGER FOUNDATION") WAS MAINTAINED BY ERLANGER. ADDITIONALLY, THE PREVIOUS BOARD OF DIRECTORS OF ERLANGER FOUNDATION WAS RECONSTITUTED FROM A FIDUCIARY BOARD TO A NON-FIDUCIARY COMMITTEE OF THE ERLANGER HEALTH BOARD UNDER THE TITLE OF THE "ERLANGER FOUNDATION ADVANCEMENT COUNCIL". FORM 990, PART VI, SECTION B, LINE 11B THE ACCOUNTING DEPARTMENT PROVIDES INFORMATION TO AN UNRELATED, INDEPENDENT ACCOUNTING FIRM FOR PREPARATION OF THE FORM 990. THE RETURN IS REVIEWED BY THE ORGANIZATION'S EVP/CFO AND IS PROVIDED IN ELECTRONIC FORM TO ALL MEMBERS OF THE ERLANGER HEALTH AUDIT AND FINANCE COMMITTEE OF THE BOARD OF DIRECTORS PRIOR TO BEING FILED WITH THE IRS. THE EVP/CFO ATTENDS THE MEETING WITH THE COMMITTEE TO ANSWER ANY QUESTIONS AND ADDRESS ANY SIGNIFICANT DISCLOSURES WITHIN THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C ERLANGER HEALTH HAS A CONFLICT-OF-INTEREST POLICY FOR ALL MEMBERS OF THE BOARD OF DIRECTORS, THE CHAIR, PRESIDENT, EXECUTIVES, PART VII VICE PRESIDENTS, SENIOR VICE PRESIDENTS, AND VICE PRESIDENTS, AND APPLIES TO ALL ERLANGER HEALTH FACILITIES. ALL PERSONS COVERED BY THIS POLICY ARE REQUIRED TO COMPLETE A CONFLICT-OF-INTEREST DISCLOSURE FORM ON AN ANNUAL BASIS. SHOULD A CONFLICT ARISE, IT IS THE RESPONSIBILITY OF THE CONFLICTED INDIVIDUAL TO UPDATE HIS OR HER DISCLOSURE IMMEDIATELY. IF A MEMBER OF THE BOARD OR BOARD COMMITTEE HAS A CONFLICT OF INTEREST INVOLVING ANY ISSUE ON THE BOARD AGENDA, HE OR SHE MUST DECLARE THE CONFLICT OF INTEREST DURING THE PERIOD ALLOTTED FOR DISCLOSURE. IF ANY ISSUE ARISES DURING A MEETING IN WHICH THE BOARD MEMBER HAS A CONFLICT OF INTEREST, HE OR SHE MUST IMMEDIATELY DECLARE THE CONFLICT. WHILE EACH MEMBER OF THE BOARD OR BOARD COMMITTEE IS RESPONSIBLE FOR DISCLOSING CONFLICTS OF INTEREST, IT IS ALSO THE RESPONSIBILITY OF ANY BOARD MEMBER AWARE OF A CONFLICT WHICH HAS NOT BEEN DISCLOSED TO ENSURE THE BOARD IS MADE AWARE. THE PRESIDING OFFICER OF A BOARD OR BOARD COMMITTEE MEETING MAY ASK A CONFLICTED MEMBER TO EXCUSE THEMSELVES FROM THE MEETING DURING THE DISCUSSION RELATED TO THE ISSUE WITH WHICH THE CONFLICT OF INTEREST APPLIES. UNDER NO CIRCUMSTANCES SHALL A MEMBER VOTE ON A MATTER THAT GIVES RISE TO A POTENTIAL CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS FOR TOP OFFICIAL: THE EXECUTIVE COMPENSATION COMMITTEE SERVES AS THE COMPENSATION OVERSIGHT COMMITTEE OF ERLANGER HEALTH'S BOARD OF DIRECTORS. THE EXECUTIVE COMPENSATION COMMITTEE IS COMPRISED OF MEMBERS WHO ARE DETERMINED TO BE INDEPENDENT AND WHOM ARE NOT RELIANT UPON ANY BUSINESS RELATIONSHIP WITH ERLANGER HEALTH FOR INCOME OR COMPENSATION. THE COMPENSATION PLAN FOR JIM COLEMAN, ERLANGER HEALTH'S PRESIDENT AND CEO, WAS REVIEWED AND APPROVED BY THE EXECUTIVE COMPENSATION COMMITTEE AND THEN BY THE ERLANGER HEALTH BOARD OF DIRECTORS IN ACCORDANCE WITH THE BOARD'S COMPENSATION POLICY AND PRACTICE. THE BOARD OF DIRECTORS RELIES UPON THE ADVICE OF AN INDEPENDENT AND EXPERIENCED COMPENSATION CONSULTANT WITH KNOWLEDGE ABOUT PAY PRACTICES FOR COMPARABLE POSITIONS WITHIN THE INDUSTRY, AND WHO HAS ACCESS TO BROAD DATA, STUDIES AND SURVEYS IN ORDER TO ENSURE THE COMPENSATION FALLS WITHIN COMPETITIVE AND APPROPRIATE RANGES FOR THE POSITION. COMPENSATION PROCESS FOR OFFICERS & KEY EMPLOYEES: ON AN ANNUAL BASIS, ERLANGER HEALTH'S HUMAN RESOURCES (H/R) DEPARTMENT EVALUATES COMPENSATION FOR ALL EXECUTIVES AT A POSITION LEVEL OF VICE PRESIDENT AND ABOVE. HR'S EVALUATION IS BASED ON MARKET DATA OBTAINED FROM INDEPENDENT THIRD-PARTY CONSULTANTS FOR POSITIONS WITH SIMILAR RESPONSIBILITIES AT SIMILARLY SITUATED ORGANIZATIONS. BASED ON THIS COMPARABLE DATA, ERLANGER HEALTH'S PRESIDENT & CEO EVALUATES THE DATA AND SUBMITS HIS RECOMMENDATIONS TO ERLANGER HEALTH'S BOARD OF DIRECTORS FOR THEIR FINAL REVIEW AND APPROVAL. IN ADDITION, ERLANGER HEALTH OFFERS AN INCENTIVE PLAN TO EXECUTIVES BASED ON TARGETED ACHIEVEMENT METRICS APPROVED BY THE ERLANGER HEALTH BOARD OF DIRECTORS WHICH INCLUDE QUALITY OF CARE, ACCESS TO CARE, COST MANAGEMENT, ETC. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST TO THE APPROPRIATE PARTIES REQUESTING THEM FOR THE SAME PERIOD OF TIME AS SET FORTH IN IRC SECTION 6104(D). FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST TO APPROPRIATE PARTIES REQUESTING THEM, AND THEY ARE MADE AVAILABLE TO THOSE PARTIES WHO OWN INDEBTEDNESS OF THE COMPANY ON A QUARTERLY BASIS. QUARTERLY FINANCIAL STATEMENTS AND THE ANNUAL AUDITED FINANCIAL STATEMENTS ARE POSTED ON DACBOND.COM AND EMMA.MSRB.ORG, THE OFFICIAL PUBLIC DISCLOSURE WEBSITE. FORM 990, PART IX, LINE 11G CONTRACTED/PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 102,975,190. MANAGEMENT AND GENERAL EXPENSES 32,290,325. FUNDRAISING EXPENSES 147,878. TOTAL EXPENSES 135,413,393. PHYSICIAN FEES: PROGRAM SERVICE EXPENSES 34,077,808. MANAGEMENT AND GENERAL EXPENSES 10,685,909. FUNDRAISING EXPENSES 48,938. TOTAL EXPENSES 44,812,655. COMPUTER SERVICES: PROGRAM SERVICE EXPENSES 10,294,624. MANAGEMENT AND GENERAL EXPENSES 3,228,125. FUNDRAISING EXPENSES 14,784. TOTAL EXPENSES 13,537,533. LAB OUTSIDE FEES: PROGRAM SERVICE EXPENSES 2,982,119. MANAGEMENT AND GENERAL EXPENSES 935,115. FUNDRAISING EXPENSES 4,282. TOTAL EXPENSES 3,921,516. MISCELLANEOUS FEES: PROGRAM SERVICE EXPENSES 6,829,708. MANAGEMENT AND GENERAL EXPENSES 2,141,617. FUNDRAISING EXPENSES 9,807. TOTAL EXPENSES 8,981,132. FORM 990, PART XI, LINE 9: NET ASSETS FROM FOUNDATION ACQUISITION 2,116,447. FORM XII, LINE 2C THE AUDIT AND FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANTS. ERLANGER FOUNDATION 975 EAST THIRD STREET B-508 CHATTANOOGA TN 37403 581664027 FUNDRAISING TN 501(C)(3) LINE 7 ERLANGER HEALTH 0 MURPHY MEDICAL CENTER INC 3990 US HIGHWAY 64 E ALT MURPHY NC 28906 561844262 HEALTHCARE NC 501(C)(3) LINE 3 ERLANGER HEALTH 1 CYBERKNIFE OF CHATTANOOGA LLC 5217 MARYLAND WAY SUITE 200 BRENTWOOD TN 37027 273411092 TO OPERATE AN AMBULATORY CENTER TO PROVIDE RADIATION THERAPY SERVICES TN ERLANGER HEALTH RELATED 417305 460801 0 0 0.51000 EN LLC 715 MARKET STREET SUITE 203 CHATTANOOGA TN 37402 830729368 TO OPERATE CLINICS WHICH PROVIDE WALK-IN HEALTH SERVICES TN NOON EN LLC RELATED 265679 0 1 0.20000 CONTINUCARE HEALTHSERVICES INC 975 EAST THIRD STREET CHATTANOOGA TN 37403 621214963 TO PROVIDE HEALTH AND WELLNESS SERVICES TN ERLANGER HEALTH C 530234 22329467 1.00000 1 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 MURPHY MEDICAL CENTER INC 56-1844262 J 88145 FAIR MARKET VALUE PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS ERLANGER FOUNDATION DISSOLVED ON NOVEMBER 30, 2024.