2026-06-15T09:40:54-04:00 2025-07-31 580914992 DRAFFIN & TUCKER LLP PO BOX 71309 ALBANY GA 317081309 990 2024-08-01 383647394 PHOEBE WORTH MEDICAL CENTER INC PHOE 2297766961 807 SOUTH ISABELLAPO BOX 545 SYLVESTER GA 317910545 CANDACE GUARNIERI VP OF FINANCE, PWMC 2297766961 2026-06-11 true false STEPHEN D HARRELL P01554887 2298837878 2026-06-14 X 2024 2025-03-06 01:10:19Z KIM GILMAN PO BOX 545 SYLVESTER GA 317910545 26880000 false X WWW.PHOEBEHEALTH.COM X 2002 GA WE EMPOWER EVERY MEMBER OF THE PHOEBE FAMILY TO SAFEGUARD THE HEALTH OF OUR COMMUNITIES - EMBRACING A CULTURE THAT DELIVERS GREAT PATIENT EXPERIENCES, INNOVATIVE TREATMENTS, AND ACCESS TO SUPERIOR CARE. 8 5 239 8 6804 4321 772615 1498829 24076110 24207168 17722 20187 807869 1135069 25674316 26861253 58331 58148 0 9802084 11154691 0 0 11782510 12654057 21642925 23866896 4031391 2994357 20251737 24183354 12617606 13554866 7634131 10628488 WE EMPOWER EVERY MEMBER OF THE PHOEBE FAMILY TO SAFEGUARD THE HEALTH OF OUR COMMUNITIES - EMBRACING A CULTURE THAT DELIVERS GREAT PATIENT EXPERIENCES, INNOVATIVE TREATMENTS, AND ACCESS TO SUPERIOR CARE. false false 17515799 58148 25143178 TO BE THE LEADING PROVIDER OF QUALITY, COST EFFECTIVE, PATIENT-CENTERED HEALTH CARE SERVICES TO ALL RESIDENTS OF SOUTHWEST GEORGIA. PWMC PURSUES ITS MISSION THROUGH A PATIENT-CENTERED ENVIRONMENT OF CARE REFLECTING HIGH STANDARDS AND PROMOTING A BALANCE OF PROFESSIONAL PREPARATION AND SERVICE, CONTINUOUS IMPROVEMENT BASED ON OUR CORE VALUES OF PEOPLE, RELATIONSHIPS, REPUTATION, EXCELLENCE, EFFICIENCY AND COMMITMENT. FOR FURTHER INFORMATION, PLEASE SEE SCHEDULE H PART VI COMMUNITY INFORMATION SECTION. 17515799 true true false true false false false false false false true false false false true true true true false false false false false false false false true true true false true false false false false false false false false false false false false false true false false false true 18 0 239 true true true false false false false false false false false false false false X 8 5 false false false false true true true true true false false true true true true true true false false false GA X X CANDACE GUARNIERI 2297766961 PO BOX 545 SYLVESTER GA 317910545 SCOTT STEINER BD MBR/PPHS 1.00 55.00 X X 0 1908308 330632 BRIAN CHURCH BD MBR/PPHS 1.00 55.00 X X 0 1255653 217914 DAWN BENSON SVP- GENERAL 1.00 52.00 X 0 919422 85818 KIM GILMAN PRESIDENT. P 50.00 X 0 470712 93867 CANDACE GUARNIERI VP OF FINANC 50.00 X 208923 0 56074 STACEY BARBEE DIR BUS/CLIN 40.00 X 163975 0 32324 BENJAMIN LEE HUDSON PHARMACIST 40.00 X 180571 0 1535 KELLY DORMINEY TEAM LEAD/AC 40.00 X 140383 0 34853 TAMMY HOLLOWAY RN/TEAM LEAD 40.00 X 147826 0 15673 LAURIE MARTIN PHYSICAL THE 40.00 X 140913 0 4030 DAWN BEAN EC RN-PWMC E 40.00 X 123307 0 19081 GRACE DAVIS MD BOARD MEMBER 1.00 40.00 X 0 88934 0 JOHNNY COCHRAN VICE CHAIR 1.00 X X 0 0 0 MARY KING GIVENS BOARD MEMBER 1.00 1.00 X 0 0 0 JOHN A NESMITH JR BOARD MEMBER 1.00 X 0 0 0 DON MONK CHAIRMAN 1.00 1.00 X X 0 0 0 CHRIS SHIPP BOARD MEMBER 1.00 X 0 0 0 1105898 4643029 891801 15 false true false POWELL CONTRACT SERVICES PO BOX 84 SYLVESTER GA 31791 CONSTRUCTION 196300 1 266840 1231989 1498829 NET PATIENT SERVICE REVENUE 623000 24200364 24200364 REFERENCE LAB 621500 6804 6804 24207168 20187 20187 39360 18747 20613 20613 20613 340B PHARMACY 621990 941688 941688 CAFETERIA 722514 161842 161842 EMPLOYEE PHARMACY 621990 9800 9800 1126 1126 1114456 26861253 25143178 6804 212442 X 55000 55000 3148 3148 461296 461296 8008641 6999776 1008865 164823 137462 27361 1787646 1490897 296749 732285 610726 121559 90690 90690 6942826 4609394 2333432 15794 15794 936479 888074 48405 5576 5576 348492 156194 192298 37087 22883 14204 11567 8458 3109 1003531 449783 553748 929748 38283 891465 MEDICAL SUPPLIES 1289419 1289419 REPAIRS & MAINTENANCE 616384 606319 10065 DUES & SUBSCRIPTIONS 284828 121941 162887 MISCELLANEOUS 130416 23768 106648 11220 4274 6946 23866896 17515799 6351097 0 7344807 10580672 4014758 3127103 238888 214467 148565 170565 22327469 12268061 8490875 10059408 13844 31139 20251737 24183354 1655194 1631186 273888 196614 10688524 11727066 12617606 13554866 X 7634131 10628488 7634131 10628488 20251737 24183354 2994357 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 4087 4087 false SCHEDULE C, PART II-B, LINE 1 PART II-B, LINE 1I THE ORGANIZATION PAYS MEMBERSHIP DUES TO A NATIONAL HEALTHCARE ORGANIZATION. A PORTION OF THOSE DUES IS ALLOCATED TO LOBBYING ACTIVITIES IN WHICH THE NATIONAL HEALTHCARE ORGANIZATION PARTICIPATE. 175676 175676 9985107 4240807 5744300 11933066 8027254 3905812 233620 233620 10059408 DUE TO PHOEBE PUTNEY HEALTH SYSTEM 11270144 THIRD PARTY SETTLEMENTS 456922 11727066 X 26615160 26615160 246093 246093 26861253 23885643 18747 18747 23866896 23866896 SCHEDULE D, PAGE 3, PART X THE HOSPITAL IS A NOT-FOR-PROFIT CORPORATION THAT HAS BEEN RECOGNIZED AS TAX-EXEMPT PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE HOSPITAL APPLIES ACCOUNTING POLICIES THAT PRESCRIBE WHEN TO RECOGNIZE AND HOW TO MEASURE THE FINANCIAL STATEMENT EFFECTS OF INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON ITS INCOME TAX RETURNS. THESE RULES REQUIRE MANAGEMENT TO EVALUATE THE LIKELIHOOD THAT, UPON EXAMINATION BY THE RELEVANT TAXING JURISDICTIONS, THOSE INCOME TAX POSITIONS WOULD BE SUSTAINED. BASED ON THAT EVALUATION, THE HOSPITAL ONLY RECOGNIZES THE MAXIMUM BENEFIT OF EACH INCOME TAX POSITION THAT IS MORE THAN 50% LIKELY OF BEING SUSTAINED. TO THE EXTENT THAT ALL OR A PORTION OF THE BENEFITS OF AN INCOME TAX POSITION ARE NOT RECOGNIZED, A LIABILITY WOULD BE RECOGNIZED FOR THE UNRECOGNIZED BENEFITS, ALONG WITH ANY INTEREST AND PENALTIES THAT WOULD RESULT FROM DISALLOWANCE OF THE POSITION. SHOULD ANY SUCH PENALTIES AND INTEREST BE INCURRED, THEY WOULD BE RECOGNIZED AS OPERATING EXPENSES. BASED ON THE RESULTS OF MANAGEMENT'S EVALUATION, NO LIABILITY IS RECOGNIZED IN THE ACCOMPANYING BALANCE SHEETS FOR UNRECOGNIZED INCOME TAX POSITIONS. FURTHER, NO INTEREST OR PENALTIES HAVE BEEN ACCRUED OR CHARGED TO EXPENSE AS OF JULY 31, 2025 AND 2024 OR FOR THE YEARS THEN ENDED. THE HOSPITAL'S TAX RETURNS ARE SUBJECT TO POSSIBLE EXAMINATION BY THE TAXING AUTHORITIES. FOR FEDERAL INCOME TAX PURPOSES, THE TAX RETURNS ESSENTIALLY REMAIN OPEN FOR POSSIBLE EXAMINATION FOR A PERIOD OF THREE YEARS AFTER THE RESPECTIVE FILING DEADLINES OF THOSE RETURNS. SCHEDULE D, PAGE 4, PART XI, LINE 4B RENTAL EXPENSES -18,747 CAPITAL CONTRIBUTION 264,840 SCHEDULE D, PAGE 4, PART XII, LINE 2D RENTAL EXPENSES 18,747 true true X true X true X true true false true true 2212178 2212178 0.10210 3027356 3745590 5239534 3745590 2212178 0.10210 40927 40927 0.00170 98611 98611 0.00410 8918906 7986622 932284 0.03900 65966 65966 0.00280 9124410 7986622 1137788 0.04760 14363944 11732212 3349966 0.14970 true 5612975 3147278 3164930 -17652 X true true 1 1 PHOEBE WORTH MEDICAL CENTER INC 807 S ISABELLA STREET SYLVESTER GA 31791 WWW.PHOEBEHEALTH.COM 159-603 X X X X SWB, SNF PHOEBE WORTH MEDICAL CENTER INC 1 false false true X X X X X X X X X X 25 true false false true X WWW.PHOEBEHEALTH.COM X true 25 true PHOEBEHEALTH.COM/HEALTH-MATTERS/ false false true X 200.000000000000 400.000000000000 X X X X X true true X X X X true X WWW.PHOEBEHEALTH.COM X WWW.PHOEBEHEALTH.COM X WWW.PHOEBEHEALTH.COM X X X X X X true X false X X X X X true X false false FACILITY 1, PHOEBE WORTH MEDICAL CENTER, INC. - PART V, LINE 3E PHOEBE WORTH MEDICAL CENTER (PWMC) CONDUCTED A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) IN COMPLIANCE WITH THE PROVISIONS OF THE PATIENT PROTECTION AND AFFORDABLE CARE ACT (ACA). THE ACA REQUIRES ALL NONPROFIT HOSPITALS IN THE UNITED STATES TO CONDUCT A CHNA EVERY THREE YEARS TO IDENTIFY COMMUNITY HEALTH PRIORITIES AND ADOPT AN IMPLEMENTATION STRATEGY TO ADDRESS THE IDENTIFIED NEEDS. THE ASSESSMENT PROCESS REQUIRES HOSPITALS TO GATHER AND CONSIDER INPUT FROM INDIVIDUALS REPRESENTING THE BROAD INTERESTS OF THE COMMUNITY SERVED, INCLUDING THOSE WITH SPECIAL KNOWLEDGE OR EXPERTISE IN PUBLIC HEALTH. AS PART OF THE ASSESSMENT PROCESS, PWMC ANALYZED SECONDARY DATA, CONDUCTED COMMUNITY SURVEYS, AND FACILITATED LISTENING SESSIONS WITH COMMUNITY STAKEHOLDERS AND RESIDENTS TO BETTER UNDERSTAND THE HEALTH CHALLENGES, BARRIERS TO CARE, AND SOCIAL DRIVERS IMPACTING WORTH COUNTY.THIS WORK RESULTED IN IDENTIFYING THREE PRIORITIES THAT WERE APPROVED BY THE PWMC LEADERSHIP TEAM DURING THE PRIORITIZATION PROCESS CONDUCTED ON AUGUST 6, 2025. THOSE PRIORITIES ARE: -ACCESS TO HEALTHCARE -DIABETES -MENTAL HEALTH & MENTAL HEALTH DISORDERS FACILITY 1, PHOEBE WORTH MEDICAL CENTER, INC. - PART V, LINE 5 TO ENSURE THE PERSPECTIVES OF COMMUNITY MEMBERS WERE CONSIDERED, INPUT WAS COLLECTED FROM THE SERVICE AREA OF PHOEBE WORTH MEDICAL CENTER (PWMC), WHICH INCLUDES WORTH COUNTY. PRIMARY DATA USED IN THIS ASSESSMENT CONSISTED OF AN ONLINE COMMUNITY SURVEY AND LISTENING SESSIONS WITH COMMUNITY STAKEHOLDERS AND RESIDENTS. THE FINDINGS FROM THIS PRIMARY DATA EXPANDED UPON INFORMATION GATHERED FROM THE SECONDARY DATA ANALYSIS TO INFORM THIS COMMUNITY HEALTH NEEDS ASSESSMENT. COMMUNITY INPUT WAS COLLECTED THROUGH AN ONLINE COMMUNITY SURVEY CONDUCTED FROM MAY 2025 THROUGH JUNE 2025. THE SURVEY WAS MADE AVAILABLE IN ENGLISH AND SPANISH AND INCLUDED 49 QUESTIONS RELATED TO PERCEIVED COMMUNITY HEALTH NEEDS, INDIVIDUAL HEALTH STATUS, ACCESS TO HEALTHCARE SERVICES, AND SOCIAL AND ECONOMIC DRIVERS OF HEALTH. TO MAXIMIZE PARTICIPATION, OUTREACH EFFORTS INCLUDED DISTRIBUTION THROUGH COMMUNITY EVENTS AND COALITION MEETINGS, EMAIL INVITATIONS, SOCIAL MEDIA, AND OTHER MARKETING CHANNELS UTILIZED BY PHOEBE WORTH AND ITS PARTNER ORGANIZATIONS. A TOTAL OF 66 RESPONSES WERE RECEIVED FROM RESIDENTS ACROSS WORTH COUNTY. IN ADDITION, A LISTENING SESSION WAS CONDUCTED AS PART OF THE CHNA PROCESS TO GATHER INPUT DIRECTLY FROM COMMUNITY STAKEHOLDERS AND RESIDENTS REGARDING HEALTH CHALLENGES, BARRIERS TO CARE, AND SOCIAL DRIVERS IMPACTING THE REGION. PARTICIPANTS INCLUDED REPRESENTATIVES FROM ACCESS MEDICAL CLINIC, FLINT RIVER FRESH, INC., PHOEBE WORTH MEDICAL CENTER, WORTH COUNTY SCHOOL DISTRICT, AND WORTH COUNTY HIGH SCHOOL. DETAILED TRANSCRIPTS FROM THE LISTENING SESSION WERE ANALYZED TO IDENTIFY KEY THEMES AND OBSERVATIONS RELATED TO COMMUNITY HEALTH NEEDS. SECONDARY DATA USED FOR THIS ASSESSMENT WERE COLLECTED AND ANALYZED WITH CONDUENT HEALTHY COMMUNITIES INSTITUTE (HCI). HCIS DATA SCORING METHODOLOGY SUMMARIZED MULTIPLE COMPARISONS AND RANKED INDICATORS BASED ON LEVELS OF NEED USING PUBLICLY AVAILABLE HEALTH, DEMOGRAPHIC, AND SOCIOECONOMIC DATA. INDICATORS WERE COMPARED TO STATE AND NATIONAL BENCHMARKS, HEALTHY PEOPLE TARGETS, AND TREND DATA TO IDENTIFY SIGNIFICANT HEALTH NEEDS WITHIN THE PHOEBE WORTH MEDICAL CENTER SERVICE AREA. FACILITY 1, PHOEBE WORTH MEDICAL CENTER, INC. - PART V, LINE 11 THE CHNA RESULTED IN THE IDENTIFICATION OF THREE PRIORITY HEALTH NEEDS THAT WERE SELECTED DURING THE PRIORITIZATION PROCESS CONDUCTED BY THE PHOEBE WORTH MEDICAL CENTER LEADERSHIP TEAM ON AUGUST 6, 2025. THOSE PRIORITIES ARE: 1)ACCESS TO HEALTHCARE 2)DIABETES 3)MENTAL HEALTH & MENTAL HEALTH DISORDERS A DETAILED DISCUSSION OF EACH PRIORITIZED HEALTH NEED CAN BE FOUND IN THE PRIORITIZED SIGNIFICANT HEALTH NEEDS SECTION OF THE 20262028 CHNA. THE FOLLOWING SIGNIFICANT HEALTH NEEDS, PRESENTED IN ALPHABETICAL ORDER, ALSO EMERGED FROM A REVIEW OF THE PRIMARY AND SECONDARY DATA. HOWEVER, PHOEBE WORTH MEDICAL CENTER WILL NOT FOCUS DIRECTLY ON THESE TOPICS IN ITS IMPLEMENTATION STRATEGY/COMMUNITY HEALTH IMPROVEMENT PLAN, AS THE LEADERSHIP TEAM DETERMINED THE HOSPITAL COULD MAKE THE GREATEST IMPACT IN THE THREE PRIORITY AREAS IDENTIFIED ABOVE WITH THE RESOURCES AVAILABLE: 1)ALCOHOL & DRUG USE 2)CANCER 3)CHILDRENS HEALTH 4)COMMUNITY 5)ECONOMY 6)FAMILY PLANNING 7)HEART DISEASE & STROKE 8)MATERNAL, FETAL & INFANT HEALTH 9)ORAL HEALTH 10)PHYSICAL ACTIVITY 11)RESPIRATORY DISEASES 12)WOMENS HEALTH SEVERAL OF THE NON-PRIORITIZED NEEDS ARE RELATED TO THE THREE PRIMARY PRIORITY AREAS, AND IMPLEMENTATION OF ACTIVITIES UNDER THOSE PRIORITIES MAY HAVE AN INDIRECT IMPACT ON MANY OF THESE HEALTH CONCERNS. KEY THEMES FROM COMMUNITY INPUT AND SECONDARY DATA FINDINGS WERE INCORPORATED THROUGHOUT THE CHNA PROCESS TO SUPPORT IDENTIFICATION AND EVALUATION OF THESE NEEDS. FACILITY 1, PHOEBE WORTH MEDICAL CENTER, INC. - PART V, LINE 20E WRITTEN NOTICE OF THE AVAILABILITY OF FINANCIAL ASSISTANCE IS INCLUDED ON HOSPITAL PATIENT STATEMENTS, AND ON WRITTEN COMMUNICATIONS SENT BY CONTRACTED THIRD PARTY COLLECTION AGENCIES. THESE AGENCIES MAY REFER ACCOUNTS FOR REPORTING TO MAJOR CREDIT BUREAUS, AFTER A SERIES OF STATEMENTS AND LETTERS ARE SENT THROUGHOUT MULTIPLE COLLECTION CYCLES. 1 PHOEBE WORTH FAMILY MEDICAL CENTER 1014 WEST FRANKLIN STREET SYLVESTER GA 31791 RHC SCHEDULE H, PART I, LINE 7, COLUMN (F) IN DERIVING THE DENOMINATOR TO BE USED FOR COLUMN (F), THE FOLLOWING ADJUSTMENTS WERE MADE TO THE TOTAL EXPENSES REPORTED ON FORM 990, PART IX, LINE 25: FORM 990, PART IX, LINE 25 23,866,896 ADD: EXPENSES REPORTED IN PART VIII 18,747 DENOMINATOR FOR COLUMN (F) 23,885,643 SCHEDULE H, PART I, LINE 7 THE COST WAS CALCULATED USING THE COST-TO-CHARGE RATIO AS CALCULATED USING WORKSHEET 2 FROM THE IRS FORM 990 INSTRUCTIONS. THE COST ON LINE 7I WAS GENERATED FROM THE ORGANIZATION'S ACCOUNTING RECORDS. SCHEDULE H, PART III, LINE 2 THE BAD DEBT EXPENSE (OR PRICE CONCESSION) AMOUNT REPRESENTS THE DIFFERENCE BETWEEN AMOUNTS BILLED AND THE ESTIMATED CONSIDERATION THE HOSPITAL EXPECTS TO RECEIVE FROM PATIENTS, WHICH ARE DETERMINED BASED ON HISTORICAL COLLECTION EXPERIENCE, CURRENT MARKET CONDITIONS, AND OTHER FACTORS. CONSISTENT WITH THE HOSPITAL'S MISSION, CARE IS PROVIDED TO PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. THEREFORE, THE HOSPITAL HAS DETERMINED IT HAS PROVIDED IMPLICIT PRICE CONCESSIONS TO UNINSURED PATIENTS AND PATIENTS WITH OTHER UNINSURED BALANCES (FOR EXAMPLE, COPAYS AND DEDUCTIBLES.) SCHEDULE H, PART III, LINE 4 SEE FOOTNOTE 2 PAGES 13-17 ON THE ACCOMPANYING AUDITED FINANCIAL STATEMENTS FOR THE DISCUSSION OF IMPLICIT PRICE CONCESSIONS, BAD DEBT EXPENSE, AND UNINSURED PATIENTS. SCHEDULE H, PART III, LINE 8 MEDICARE ALLOWABLE COSTS ARE COMPUTED IN ACCORDANCE WITH COST REPORTING METHODOLOGIES UTILIZED ON THE MEDICARE COST REPORT AND IN ACCORDANCE WITH RELATED REGULATIONS. INDIRECT COSTS ARE ALLOCATED TO DIRECT SERVICE AREAS USING THE MOST APPROPRIATE STATISTICAL BASIS. SCHEDULE H, PART III, LINE 9B THE ORGANIZATION PROVIDES CARE TO PATIENTS WHO MEET CERTAIN CRITERIA UNDER ITS FINANCIAL ASSISTANCE POLICY WITHOUT CHARGE OR AT AMOUNTS LESS THAN ITS ESTABLISHED RATES. THE ORGANIZATION WRITES OFF PATIENT ACCOUNTS RECEIVABLE BALANCES FOR PATIENTS QUALIFYING FOR CHARITY CARE OR FINANCIAL ASSISTANCE AND DOES NOT MAKE FURTHER COLLECTION EFFORTS. SCHEDULE H, PART VI, LINE 2 NEEDS ASSESSMENTS HAVE TRADITIONALLY LED TO THE CREATION OF COMMUNITY-BASED DELIVERY SYSTEMS THAT EXPAND ACCESS TO HEALTH CARE, MEET THE NEEDS OF THE PEOPLE AND BUILD HEALTHY COMMUNITIES IN THE BROADEST SENSE BY IMPACTING MAJOR DETERMINANTS, SUCH AS ECONOMIC DEVELOPMENT, EMPLOYMENT, CHILDREN'S SAFETY, EDUCATION AND ADEQUATE HOUSING. THE ORGANIZATION CONDUCTS REGULAR NEEDS ASSESSMENT THROUGH FORMAL AND INFORMAL SURVEYS AND PROCESSES, INCLUDING COLLABORATIONS WITH PUBLIC AND COMMUNITY AGENCIES. THROUGH STRATEGIC PLANNING AND COMMUNITY INTERVIEWS, THE ORGANIZATION DEVELOPS PROGRAMS AND SERVICES THAT CONSIDER THE ECONOMIC IMPERATIVES OF THE REGION, THE EFFECT OF LEGISLATION AND THE INVOLVEMENT OF OTHER COMMUNITY-BASED ORGANIZATIONS AND PARTNERS. THE ORGANIZATION REGULARLY CONDUCTS FOCUS GROUPS IN THE COMMUNITY TO UNDERSTAND ISSUES AFFECTING ITS PATIENTS, AND HAS CREATED PROGRAMS IN RESPONSE TO HEALTH DISPARITIES PREVALENT IN THE AREA. THE ORGANIZATION ALSO COLLECTS HEALTH NEEDS INFORMATION FROM NURSES, WHO PROVIDE DIRECT CARE TO STUDENTS AND STAFF AND WHO COLLABORATE WITH OTHER AGENCIES TO DEVELOP HEALTH AWARENESS AND DISEASE PREVENTION PROGRAMS. THE ORGANIZATION ALSO CONDUCTS REGULAR PHYSICIAN WORKFORCE STUDIES THROUGH ITS STRATEGIC PLANNING ARM TO DETERMINE UNMET PHYSICIAN NEEDS AND BARRIERS TO ACCESSING CARE. THE ORGANIZATION MEASURES THE SUCCESS OF ITS COMMITMENT BY HOW WELL IT KEEPS PEOPLE HEALTHY AND HOW WELL IT IMPACTS THE SOCIAL/CULTURAL BONDS THAT WILL SECURE THE COMMUNITIES OF THE FUTURE. THE HOSPITAL LAST CONDUCTED A COMMUNITY HEALTH NEEDS ASSESSMENT IN 2025. A COMPLETE COPY OF THE COMMUNITY HEALTH NEEDS ASSESSMENT, COMMUNITY PRIORITIES, AND IMPLEMENTATION PLAN CAN BE FOUND AT: HTTPS://PHOEBEHEALTH.COM/HEALTH-MATTERS/BUILDING-HEALTHY-COMMUNITIES/ SCHEDULE H, PART VI, LINE 3 THE BOARD HAS CLEARLY WRITTEN FINANCIAL ASSISTANCE POLICY THAT IS AVAILABLE ON THE ORGANIZATION'S WEB SITE AND THROUGH THE BUSINESS OFFICE. SIGNS ARE PROMINENTLY POSTED ON THE AVAILABILITY OF FREE AND CHARITY CARE. PATIENT EDUCATION ON THE ORGANIZATION'S FINANCIAL ASSISTANCE IS CONDUCTED DURING PRE-REGISTRATION, THROUGH FLOOR VISITS BY BUSINESS OFFICE REPRESENTATIVES FOR PATIENTS THAT STRESS CONCERN IN MEETING THE FINANCIAL OBLIGATIONS FOR THEIR SERVICES, AND THROUGH OUR CUSTOMER SERVICE DEPARTMENT. BROCHURES ARE PROMINENTLY DISPLAYED AT EACH REGISTRATION BOOTH. THE BUSINESS OFFICE CONTINUOUSLY PROVIDES UPDATED MATERIAL TO PHYSICIAN OFFICES FOR ISSUANCE TO THEIR PATIENTS THAT HIGHLIGHT THE FINANCIAL ASSISTANCE PROGRAM AND POLICIES. THE PATIENT STATEMENTS HIGHLIGHT THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY AND ENCOURAGES PATIENTS TO CALL FOR FINANCIAL ASSISTANCE. SCHEDULE H, PART VI, LINE 4 WORTH COUNTY IS PHOEBE WORTH'S PRIMARY SERVICE AREA. WORTH COUNTY HAS AN ESTIMATED POPULATION SIZE OF 20,266 IN 2025. WORTH COUNTY POPULATION CONSISTS OF 68.5% WHITE, 26.1% BLACK/AFRICAN AMERICAN, AND 2.4% HISPANIC/LATINO. THE OVERALL COUNTY'S HOUSEHOLD MEDIAN INCOME IS 66,060, WHICH IS BELOW BOTH THE GEORGIA AND US VALUES. SCHEDULE H, PART VI, LINE 5 THE ORGANIZATION AND ITS VOLUNTEER BOARD IS COMPOSED OF COMMUNITY MEMBERS WITH DIVERSE PROFESSIONAL AND COMMUNITY SERVICE BACKGROUNDS, AS WELL AS PHYSICIAN MEMBERS. THE ORGANIZATION'S EMERGENCY CENTER IS OPERATED 24/7 AND OPEN TO ALL PERSONS, REGARDLESS OF ABILITY TO PAY. THE BOARD MAINTAINS OPEN MEDICAL STAFF POLICIES WITH PRIVILEGES AVAILABLE TO ALL QUALIFYING PHYSICIANS. THE BOARD HAS A CLEARLY WRITTEN FINANCIAL ASSISTANCE POLICY THAT IS AVAILABLE ON THE ORGANIZATION'S WEB SITE AND THROUGH THE BUSINESS OFFICE. SIGNS ARE PROMINENTLY POSTED ON THE AVAILABILITY OF FREE AND CHARITY CARE. THE ORGANIZATION HAS A MULTI-PRONGED APPROACH TO IMPROVING THE HEALTH OF THE COMMUNITIES IT SERVES: INCREASING ACCESS, BUILDING CAPACITY, INVESTING IN "UPSTREAM" PROGRAMS THAT GET AT THE CAUSE OF DISEASE AND ILLNESS, BUILDING COMMUNITY PARTNERSHIPS, ADVOCATING CHANGE, AND DEVELOPING LEADERSHIP. SURPLUS FUNDS ARE REINVESTED IN RESOURCES TO IMPROVE THE DELIVERY OF MEDICAL AND HEALTH CARE SERVICES. PRIMARY CARE IS FIRST AND CREATES A PROFOUND IMPACT ON THE COMMUNITIES SERVED. PRIMARY CARE SERVICES ARE ESTABLISHED IN AREAS WHERE RESIDENTS ARE MOST LIKELY TO SUFFER FROM SEVERE MANPOWER SHORTAGES, HIGH POVERTY LEVELS AND A LACK OF ACCESS TO CARE. SCHEDULE H, PART VI, LINE 6 PHOEBE PUTNEY HEALTH SYSTEM, INC. (PPHS) IS THE NOT-FOR-PROFIT PARENT COMPANY OF PHOEBE PUTNEY MEMORIAL HOSPITAL, INC. (PPMH), A NOT-FOR-PROFIT ENTITY, PHOEBE PUTNEY HEALTH VENTURES, INC. (PPHV), A FOR-PROFIT CORPORATION, PHOEBE PHYSICIAN GROUP, INC. (PPG), A NOT-FOR-PROFIT CORPORATION, PHOEBE WORTH MEDICAL CENTER, INC. (PWMC), A NOT-FOR-PROFIT ENTITY, PHOEBE SUMTER MEDICAL CENTER, INC. (PSMC), A NOT-FOR-PROFIT ENTITY, AND PHOEBE FOUNDATION, INC. (PF), A NOT-FOR-PROFIT ENTITY. PPMH IS LOCATED IN ALBANY, GEORGIA, IS AN ACUTE CARE HOSPITAL, WHICH OPERATES SATELLITE CLINICS IN THE SURROUNDING COUNTIES. IT PROVIDES INPATIENT, OUTPATIENT AND EMERGENCY CARE SERVICES FOR RESIDENTS OF SOUTHWEST GEORGIA. ADMITTING PHYSICIANS ARE PRIMARILY PRACTITIONERS IN THE LOCAL AREA. PPHV ENGAGES IN HEALTHCARE AND RELATED ACTIVITIES IN FURTHERANCE OF THE EXEMPT PURPOSES OF PPHS AND PPMH. PWMC, LOCATED IN SYLVESTER, GEORGIA, IS A 25 BED RURAL CRITICAL ACCESS HOSPITAL. IT PROVIDES INPATIENT, OUTPATIENT, AND EMERGENCY CARE SERVICES FOR RESIDENTS OF WORTH COUNTY, GEORGIA. PSMC, LOCATED IN AMERICUS, GEORGIA, IS AN ACUTE CARE HOSPITAL. IT PROVIDES INPATIENT, OUTPATIENT AND EMERGENCY CARE SERVICES FOR RESIDENTS OF SUMTER COUNTY, GEORGIA. PPG WAS ESTABLISHED TO ORGANIZE AND OPERATE MEDICAL PRACTICES EXCLUSIVELY FOR THE BENEFIT OF PPMH, PWMC, AND PSMC. PF WAS ESTABLISHED TO RAISE FUNDS OF ANY KIND OR CHARACTER TO BE USED EXCLUSIVELY FOR CHARITABLE, MEDICAL, EDUCATIONAL AND SCIENTIFIC PURPOSES AT OR IN CONNECTION WITH EACH AND EVERY NON-PROFIT ORGANIZATION OF WHICH PPHS IS THE SOLE MEMBER, AND ANY OTHER NON-PROFIT HOSPITAL WHICH IS MANAGED OR CONTROLLED BY PPHS WHETHER THROUGH OWNERSHIP, MANAGEMENT CONTRACT OR OTHERWISE. SCHEDULE H, PART VI, LINE 7 GEORGIA SCHEDULE H, PART VI SERVICE TO THE COMMUNITY PHOEBE WORTH MEDICAL CENTER (HOSPITAL) IS A NOT-FOR-PROFIT HEALTH CARE ORGANIZATION THAT EXISTS TO SERVE THE COMMUNITY. THE HOSPITAL HAS NO STOCKHOLDERS OR OWNERS, AND IS PART OF THE NOT-FOR-PROFIT PHOEBE PUTNEY HEALTH SYSTEM, INC. AFTER OPERATING EXPENSES ARE COVERED, ANY REMAINING REVENUES ARE REINVESTED IN THE OPERATION OF THE HOSPITAL IN ORDER TO ENHANCE OUR ABILITY TO CARRY OUT OUR LOCAL MISSION OF TAKING CARE OF OUR COMMUNITIES' CITIZENS. THE HOSPITAL PARTICIPATES IN THE MEDICARE AND MEDICAID PROGRAMS WHICH COVER MANY GEORGIAN'S HEALTH CARE NEEDS, AND BY SO DOING, FOREGOES SOME CHARGES AND HAS UNREIMBURSED EXPENSES. THE HOSPITAL ALSO OFFERS FINANCIAL ASSISTANCE TO INDIVIDUALS UNABLE TO PAY FOR THEIR HEALTHCARE SERVICES. INDIGENT FINANCIAL ASSISTANCE, OR FREE CARE, IS OFFERED TO PATIENTS WHOSE HOUSEHOLD INCOME IS AT OR BELOW 200% OF THE FEDERAL POVERTY GUIDELINES. PATIENTS WHOSE INCOME LEVEL IS BETWEEN 201% - 400% OF THE FEDERAL POVERTY LEVELS WILL BE CLASSIFIED AS CHARITY AND RECEIVE THEIR NEEDED HEALTHCARE SERVICES AT A DISCOUNTED RATE. THE FOLLOWING TABLE SUMMARIZES THE AMOUNTS OF CHARGES FOREGONE (I.E., CONTRACTUAL ADJUSTMENTS) AND ESTIMATES THE LOSSES INCURRED BY THE HOSPITAL DUE TO INADEQUATE PAYMENTS BY THESE PROGRAMS AND FOR INDIGENT/CHARITY SERVICES. THE HOSPITAL ALSO OPERATES A RURAL HEALTH CLINIC (RHC) WHICH ALSO FOREGOES SOME CHARGES AND HAS COSTS NOT REIMBURSED THROUGH PATIENTS QUALIFYING FOR THESE SAME INDIGENT AND CHARITY PROGRAMS. THE AMOUNTS LISTED BELOW ARE ALL INCLUSIVE OF BOTH HOSPITAL AND CLINIC ACTIVITIES. ESTIMATED CHARGES UNREIMBURSED FOREGONE COST MEDICARE 16,000,000 5,000,000 MEDICAID 6,000,000 2,000,000 INDIGENT/CHARITY CARE 7,000,000 2,000,000 TOTALS 29,000,000 9,000,000 THE FOLLOWING IS A SUMMARY OF THE COMMUNITY BENEFIT ACTIVITIES OFFERED BY THE HOSPITAL AND ILLUSTRATES THE ACTIVITIES AND DONATIONS DURING FISCAL YEAR 2025. I. SUBSIDIZED HEALTH SERVICES THE HOSPITAL PROVIDED ACCESS TO NEEDED MEDICATIONS FOR 143 PATIENTS DURING FISCAL YEAR 2025. THE HOSPITAL'S RX PLUS PROGRAM IS A PROGRAM FOR INDIGENT PATIENTS TO GAIN ACCESS TO MEDICATIONS AT NO CHARGE THROUGH DRUG MANUFACTURERS. THIS INCLUDES CRITICAL MEDICATIONS FOR DIABETES, COPD/ASTHMA, AND OTHER DISEASE STATES. PATIENTS ARE REFERRED TO RX PLUS THROUGH PHOEBE WORTH FAMILY MEDICINE PROVIDERS. RX PLUS THEN ASSISTS THE PATIENTS WITH THE MANUFACTURERS' PROCESS FOR OBTAINING THE MEDICATION. ONCE APPROVED BY THE MANUFACTURERS, MEDICATIONS ARE SENT TO THE PATIENT'S HOME OR TO RX PLUS FOR PICKUP. AFTER INITIAL APPROVAL, RX PLUS REQUESTS NEW PRESCRIPTIONS FROM THE PROVIDER WHEN NEEDED. RX PLUS ALSO TRACKS DATES FOR WHEN REFILLS AND RENEWAL APPLICATIONS ARE NEEDED BY THE MANUFACTURER. THE GOAL OF RX PLUS IS TO MAKE IT POSSIBLE FOR OUR PATIENTS TO GET THE MEDICATIONS THEY NEED FOR BETTER HEALTH AND QUALITY OF LIFE. THE HOSPITAL INVESTED 34,000 TO PROVIDE THIS DRUG SERVICE TO THE COMMUNITY. II. FINANCIAL AND IN-KIND SUPPORT THE HOSPITAL SUPPORTS THE COMMUNITY THROUGH PROVIDING SPACE TO THE WORTH COUNTY COMMISSIONERS. THE COUNTY UTILIZES THE SPACE AS ONE OF THE COUNTY'S EMERGENCY MANAGEMENT SERVICE (EMS) LOCATIONS. THE 2,710 SQUARE FEET OF SPACE INCLUDES A GARAGE/BAY, HOUSING AREA AND STORAGE SPACE. THE FAIR MARKET VALUE OF THE HOSPITAL'S CONTRIBUTION OF SPACE TOTALS 6,444 FOR FISCAL YEAR 2025. THE HOSPITAL SUPPORTS THE COMMUNITY THROUGH PROVIDING OFFICE SPACE FOR ASPIRE BEHAVIORAL HEALTH SO THAT THEY ARE ABLE TO OFFER MORE BEHAVIORAL HEALTH SERVICES TO THE CITIZENS OF WORTH COUNTY. THE SUPPORT PROVIDES MUCH NEEDED MENTAL HEALTH SERVICES AS DETERMINED BY OUR COMMUNITY HEALTH NEEDS ASSESSMENT. THE FAIR MARKET VALUE OF THE HOSPITAL'S CONTRIBUTION OF SPACE TOTALS 102 PER YEAR. THE HOSPITAL SUPPORTS THE HEALTH DEPARTMENT THROUGH CONTRIBUTIONS TOWARDS THEIR PROGRAMS DIRECTED AT EDUCATING, SCREENING, TREATING, AND ASSISTING WITH THE COSTS OF SUPPLIES AND MEDICATIONS FOR LOW INCOME INDIVIDUALS BATTLING HIGH BLOOD PRESSURE AND DIABETES. THE FINANCIAL SUPPORT ENABLES THE HEALTH DEPARTMENT TO OPERATE ITS STROKE AND HEART ATTACK PREVENTION (SHAPP) AND DIABETES PROGRAM. THE HOSPITAL'S CONTRIBUTION TOTALED 55,000. THE HOSPITAL SUPPORTS THE VILLAGE COMMUNITY GARDEN (GARDEN) IN MULTIPLE CAPACITIES. THE GARDEN IS A BRIGHT SPOT TO OUR SYLVESTER/WORTH COUNTY RESIDENTS AND PROVIDES A UNIQUE FOOD AND EDUCATION EXPERIENCE. THE GARDEN IS FULL YEAR-ROUND WITH A SUPPLY OF SEASONAL PRODUCE. THE HOSPITAL SUPPORTS ALL THE VARIOUS SEASONS BY SUPPLYING VEGETABLE SIGNAGE WHICH IDENTIFIES THE PRODUCE AND EXPLAINS THE HEALTH BENEFITS OF THE VEGETABLE. THE HOSPITAL ALSO ALLOWS DEPARTMENTS AND THEIR STAFF TO SPEND ONE FRIDAY A MONTH WORKING AT THE GARDEN. ADDITIONALLY, THE HOSPITAL PROVIDES SPEAKERS AND TOPICS FOR THE MONTHLY 4-H VILLAGE LIVING THURSDAYS EVENTS THAT THE GARDEN HOSTS AND PROVIDED FUNDING FOR THE MAY DAY EVENT THAT THE GARDEN HOSTS. THE VALUE OF THE HOSPITAL'S CONTRIBUTIONS TO THE GARDEN TOTALED 4,420. THE HOSPITAL ENGAGES WITH THE COMMUNITY IN VARIOUS OTHER WAYS AS WELL, INCLUDING PARTICIPATION IN LOCAL EVENTS RANGING FROM THE LOCAL LAW ENFORCEMENT "NIGHT OUT AGAINST CRIME" TO THE ANNUAL COMMUNITY PEANUT FESTIVAL. THE HOSPITAL ACTS AS CORPORATE SPONSORS TO ENSURE THE COMMUNITY CAN OFFER THESE TYPES OF EVENTS. THE HOSPITAL ALSO PROVIDES STAFFING FOR THE INFORMATIONAL TENTS, WHICH INFORM THE COMMUNITY ABOUT THE SERVICE OFFERINGS AT THE HOSPITAL. THE HOSPITAL ALSO DONATED 60 BOXES OF NALOXONE (NARCAN) TO LOCAL LAW ENFORCEMENT AGENCIES TO SUPPORT COMMUNITY OVERDOSE RESPONSE EFFORTS. THE VALUE OF THE DONATION FOR FY 2025 WAS 1,888. AND FINALLY, THE HOSPITAL PARTICIPATES IN LOCAL CIVIC CLUBS AND SUPPORTS LEADERSHIP IN THEIR ROLES ON THE LOCAL CHAMBER BOARDS AND OTHER COMMUNITY CLUBS. true WORTH COUNTY HEALTH DEPARTMENT 1012 W FRANKLIN STREET SYLVESTER GA 317911978 581568404 GOV 55000 SEE PART IV 1 SCHEDULE I, PAGE 1, PART I, LINE 2 THE WORTH COUNTY HEALTH DEPARTMENT SENDS A LETTER TO PWMC ASKING FOR FINANCIAL ASSISTANCE RELATED TO SPECIFIC PROGRAMS THAT ARE PROVIDED BY THE HEALTH DEPARTMENT. ONCE RECEIVED, PWMC'S BOARD APPROVES THE AMOUNT OF ASSISTANCE TO THE HEALTH DEPARTMENT. THE FUNDS THAT ARE GIVEN TO THE HEALTH DEPARTMENT ARE DEEMED TO BE USED FOR THE SPECIFIC PURPOSES MENTIONED IN THE ORIGINAL LETTER FROM THE HEALTH DEPARTMENT. IN 2025, PWMC WORKED WITH THE HEALTH DEPARTMENT TO ENABLE THEM TO SUPPORT TWO HEALTH PREVENTION TYPE PROGRAMS. ONE PROGRAM WAS STROKE AND HEART ATTACK PREVENTION (SHAPP), THE SECOND PROGRAM WAS A DIABETES PROGRAM. false true false false false false false false false SCOTT STEINER BD MBR/PPHS PRES/CEO 1071448 583788 253072 287949 42683 2238940 228125 BRIAN CHURCH BD MBR/PPHS CFO/CAO 771492 464121 20040 171673 46241 1473567 131572 DAWN BENSON SVP- GENERAL COUNSEL 481742 199523 238157 85818 1005240 66712 KIM GILMAN PRESIDENT. PWMC 297383 148124 25205 75203 18664 564579 52774 CANDACE GUARNIERI VP OF FINANCE, PWMC 154660 54125 138 15295 40779 264997 STACEY BARBEE DIR BUS/CLINIC OPS 137512 26263 200 3687 28637 196299 BENJAMIN LEE HUDSON PHARMACIST 171742 8696 133 1535 182106 KELLY DORMINEY TEAM LEAD/ACUTE CARE 138088 2012 283 4368 30485 175236 TAMMY HOLLOWAY RN/TEAM LEAD 146143 1400 283 1481 14192 163499 SCHEDULE J, PAGE 1, PART I, LINE 3 NONE OF THE INDIVIDUAL BOARD MEMBERS OR OFFICERS ARE COMPENSATED BY THE FILING ORGANIZATION. THE FILING ORGANIZATION, INSTEAD, RELIES ON THE METHODS USED BY PPHS, THE SOLE MEMBER, TO ESTABLISH COMPENSATION OF THE CEO AND EXECUTIVE OFFICERS. COMPENSATION DETERMINATION BY PPHS INCLUDES AN INDEPENDENT COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT AND SURVEYS, AND BOARD APPROVAL. THESE METHODS ARE WELL DOCUMENTED. SCHEDULE J, PAGE 1, PART I, LINE 4 SCOTT STEINER 0 277,599 0 BRIAN CHURCH 0 161,323 0 DAWN BENSON 0 75,711 0 KIM GILMAN 0 65,530 0 CANDACE GUARNIERI 0 10,350 0 SCHEDULE J, PART III SCHEDULE J, PART I, LINE 4 - SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS: DEFERRED COMPENSATION PLAN 457(B): THE DEFERRED COMPENSATION PLAN IS AN ADDITIONAL RETIREMENT PLAN OFFERED THROUGH PHOEBE PUTNEY. THE 457(B) PLAN IS AN ELIGIBLE DEFERRED COMPENSATION PLAN THAT ALLOWS ONE TO DEFER ADDITIONAL DOLLARS TOWARDS RETIREMENT. HIGHLIGHTS INCLUDE: O NOT LIMITED BY THE AMOUNTS DEFERRED INTO THE PHOEBE 403(B) O PLAN IS SUBJECT TO ANNUAL DEFERRAL LIMITS SET BY THE IRS O PER IRS REGULATIONS, EACH PARTICIPANT IS A GENERAL UNSECURED CREDITOR OF THE PLAN SPONSOR. AN ELIGIBLE EMPLOYEE IS ONE WHO IS DETERMINED BY THE EMPLOYER TO BE A MEMBER OF A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES WITHIN THE MEANING OF SECTIONS 201(2), 301(A)(3), AND 401(A)(1) OF ERISA. SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) 457(F): PPHS RELIES ON AN INDEPENDENT COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, SURVEYS, WELL DOCUMENTED METHODS AND BOARD APPROVAL TO ESTABLISH TOTAL COMPENSATION OF THE CEO AND EXECUTIVE OFFICERS. CERTAIN BOARD APPROVED EMPLOYEES ARE ELIGIBLE TO PARTICIPATE IN A SERP THAT PROVIDES CERTAIN DEFINED ANNUAL PAY CREDITS THAT ARE SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. THE PURPOSE OF THE SERP IS TO PROVIDE A LONG-TERM INCENTIVE AND RETIREMENT BENEFIT FOR AFFECTED EXECUTIVES CONSISTENT WITH THE BENEFIT AVAILABLE TO EMPLOYEES NOT IMPACTED BY IRS COMPENSATION LIMITS ON DEFINED BENEFIT PLANS. THE AMOUNTS REPORTED AS SUPPLEMENTAL EXECUTIVE RETIREMENT COMPENSATION FOR ELIGIBLE EMPLOYEES IN SCHEDULE J REPRESENT CREDITED, BUT NOT VESTED, BENEFITS, AND THE AMOUNTS ARE AVAILABLE IN FUTURE PERIODS TO THE EMPLOYEE SUBJECT TO CONTINUING EMPLOYMENT. PPHS MAINTAINS OWNERSHIP OF THE FUNDS ALLOCATED TO EACH PARTICIPANT UNTIL VESTING AND PAYMENT. FOR A PARTICIPANT IN THE SERP PRIOR TO 1/1/2017 (A "GRANDFATHERED PARTICIPANT"), WITH PAY CREDITS FOR PLAN YEARS BEGINNING PRIOR TO 1/1/2020, THE INITIAL VESTING DATE WILL OCCUR ON THE DATE THE PARTICIPANT ATTAINS FIVE YEARS OF PARTICIPATION UNDER THE PLAN. AFTER THE INITIAL VESTING DATE, A GRANDFATHERED PARTICIPANT SHALL HAVE A NEW VESTING DATE ONCE EVERY 5 YEARS. THESE ADDITIONAL VESTING DATES WILL OCCUR ON THE 5TH ANNIVERSARY OF EACH VESTING DATE AFTER THE INITIAL VESTING DATE. ON EACH VESTING DATE, A GRANDFATHERED PARTICIPANT WILL BECOME 100% VESTED IN AN AMOUNT EQUAL TO THE PARTICIPANT'S ACCOUNT BALANCE REDUCED BY ANY PAY CREDITS CREDITED TO THE ACCOUNT FOR THE 2 MOST RECENT PLAN YEARS. GRANDFATHERED PARTICIPANTS WITH PAY CREDITS FOR PLAN YEARS BEGINNING ON OR AFTER 1/1/2020, EACH YEAR'S ANNUAL PAY CREDIT PLUS SUBSEQUENT EARNINGS AND/OR LOSSES WILL VEST AFTER 5 YEARS OF CONTINUOUS EMPLOYMENT. EACH CONTRIBUTION IS SUBJECT TO A SEPARATE AND INDEPENDENT 5 YEAR CONTINUOUS EMPLOYMENT REQUIREMENT. FOR PARTICIPANTS INITIALLY PARTICIPATING IN THE SERP AFTER 12/31/2016 (A "CONTEMPORARY PARTICIPANT"), EACH YEAR'S ANNUAL PAY CREDIT PLUS SUBSEQUENT EARNINGS AND/OR LOSSES WILL 100% VEST ON THAT PAY CREDITS' 5TH ANNIVERSARY, PROVIDED THAT THE PARTICIPANT REMAINS IN THE CONTINUOUS EMPLOYMENT THROUGHOUT THE 5-YEAR PERIOD FOR EACH ANNUAL PAY CREDIT. IF ANY ELIGIBLE PARTICIPANT ATTAINS NORMAL RETIREMENT AGE PRIOR TO SEPARATION FROM SERVICE, THEY SHALL VEST IN 100% OF THE ACCOUNT BALANCE. ONCE VESTED, EACH PARTICIPANT SHALL RECEIVE A DISTRIBUTION OF THEIR ENTIRE VESTED AMOUNT WITHIN A REASONABLE PERIOD NOT TO EXCEED 2.5 MONTHS. THIS DISTRIBUTION IS TREATED AS REPORTABLE COMPENSATION TO THE PARTICIPANT AND IS INCLUDED IN PART II, COLUMN B(III). THEREFORE, PART II, COLUMN B(III) INCLUDES PRIOR YEAR SERP DEFERRALS PREVIOUSLY REPORTED IN PART II, COLUMN C. ANY DISTRIBUTION AMOUNT INCLUDED IN PART II, COLUMN B(III) THAT WAS PREVIOUSLY REPORTED IN PRIOR PERIODS AS DEFERRED COMPENSATION IN PART II, COLUMN C IS DISCLOSED IN PART II, COLUMN F. THE FOLLOWING PARTICIPANTS VESTED AMOUNTS (OVER MULTIPLE YEARS) AND RECEIVED PAYMENT OF SERP BENEFITS IN THE 2024 CALENDAR YEAR: SCOTT STEINER 227,750 DAWN BENSON 208,500 SCHEDULE J, PART II, COLUMN B(II) CERTAIN EXECUTIVE OFFICERS AND PHYSICIANS ARE ELIGIBLE FOR BONUS/INCENTIVE PAYMENTS. THESE BONUSES ARE DETERMINED BASED ON THE ACHIEVEMENT OF VARIOUS ORGANIZATIONAL AND PERSONAL PERFORMANCE GOALS ESTABLISHED BY A FORMAL PROCESS IN KEEPING WITH THE ORGANIZATION'S TAX-EXEMPT STATUS. COMPENSATION PROCESS FOR TOP OFFICIAL AS DETERMINED BY PPHS THE ORGANIZATION'S FORMAL PROCESS FOR DETERMINING TOTAL COMPENSATION FOR THE CEO IS INTENDED TO PROVIDE REASONABLE COMPENSATION FOR ACCOMPLISHING THE ORGANIZATION'S MISSION, ACHIEVE ITS STRATEGIC GOALS, TO RECOGNIZE PERFORMANCE, AND TO OPERATE IN KEEPING WITH THE ORGANIZATION'S OBLIGATIONS AS A TAX-EXEMPT CHARITABLE ORGANIZATION. THE EXECUTIVE COMPENSATION COMMITTEE OF THE PPHS'S BOARD OF DIRECTORS CONDUCTS AN ANNUAL REVIEW OF THE COMPENSATION OF THE CEO. THE COMMITTEE RETAINS A QUALIFIED INDEPENDENT COMPENSATION CONSULTANT TO CONDUCT COMPETITIVE MARKET ANALYSIS OF THE MARKET RANGES OF BASE, INCENTIVE AND TOTAL CASH COMPENSATION. THE INFORMATION THE COMMITTEE MAY CONSIDER CAN INCLUDE BUT IS NOT LIMITED TO THE PERFORMANCE OF AN INDIVIDUAL, THE PERFORMANCE OF THE ORGANIZATION, AN INDIVIDUAL'S LENGTH OF SERVICE, CREDENTIALS AND EXPERIENCE, THE ELEMENTS OF TOTAL COMPENSATION AND SALARY HISTORY, THE ORGANIZATION'S COMPENSATION TARGETS, AND COMPARABILITY DATA, INCLUDING THE DATA PREPARED BY THE INDEPENDENT CONSULTANT AND REVIEWED WITH THE COMMITTEE. THE COMMITTEE INCORPORATES A FORMAL PERFORMANCE APPRAISAL PROCESS IN THE CEO COMPENSATION REVIEW. IT UTILIZES A MULTI-PERSPECTIVE APPROACH AND PERFORMANCE MEASURES WHICH ARE LINKED TO THE ORGANIZATION'S LONG-TERM STRATEGIC PLAN AND ACHIEVEMENT OF ANNUAL SYSTEM OBJECTIVES. THE CEO IS NOT PRESENT WHEN THE COMMITTEE DISCUSSES AND ESTABLISHES HIS COMPENSATION. FORM 990, PAGE 6, PART VI, LINE 6 THE SOLE MEMBER OF PHOEBE WORTH MEDICAL CENTER, INC. SHALL BE PHOEBE PUTNEY HEALTH SYSTEM, INC. (PPHS). FORM 990, PAGE 6, PART VI, LINE 7A THE BOARD OF DIRECTORS OF PPHS, THE SOLE MEMBER, SHALL APPOINT ALL DIRECTORS OF THE FILING ORGANIZATION. FORM 990, PAGE 6, PART VI, LINE 7B THE SOLE MEMBER, PPHS, SHALL HAVE THE FOLLOWING RESPONSIBILITIES: - THE MEMBER SHALL APPOINT OR REMOVE THE ORGANIZATION'S DIRECTORS. - THE MEMBER SHALL SELECT OR REMOVE THE ORGANIZATION'S OFFICERS. - THE MEMBER SHALL APPROVE ALL AMENDMENTS TO THE ORGANIZATION'S ARTICLES OF INCORPORATION AND BYLAWS BEFORE THEY MAY BECOME EFFECTIVE. - THE MEMBER SHALL APPROVE ANY ANNUAL OPERATING OR CAPITAL BUDGETS. - THE MEMBER SHALL APPOINT OR REMOVE THE INDEPENDENT AUDITORS. FORM 990, PAGE 6, PART VI, LINE 11B THE INDEPENDENT ACCOUNTING FIRM THAT PREPARES THE FORM 990 (BASED UPON INFORMATION PROVIDED BY THE ORGANIZATION) PROVIDES A COMPLETE COPY OF THE RETURN WITH APPLICABLE SCHEDULES TO BE REVIEWED BY MANAGEMENT. MANAGEMENT PERFORMS A DETAILED REVIEW WHICH CONSISTS OF REVIEWING THE FINANCIAL DATA, THE NARRATIVES DISCLOSED, AND OTHER FACTS PRESENTED ON THE RETURN. UPON REVIEW, THE FORM 990 IS THEN FORWARDED TO THE FINANCE COMMITTEE FOR THEIR REVIEW, TO GAIN THEIR COMMENTS AND APPROVAL. UPON APPROVAL FROM THE FINANCE COMMITTEE, THE FORM 990 AND RELATED SCHEDULES ARE PROVIDED TO ALL BOARD MEMBERS FOR REVIEW AND FEEDBACK. ONCE THE FORM 990 IS REVIEWED BY ALL APPLICABLE PARTIES, A COPY OF THE FINAL VERSION IS PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PAGE 6, PART VI, LINE 12C ON AN ANNUAL BASIS, PHOEBE WORTH MEDICAL CENTER, INC. (PWMC) BOARD MEMBERS AS WELL AS ALL OFFICERS COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE. THIS QUESTIONNAIRE IS ADMINISTERED BY THE PHOEBE PUTNEY HEALTH SYSTEM (PPHS) COMPLIANCE DEPARTMENT AND THE DOCUMENT ASKS EACH INDIVIDUAL TO DISCLOSE ANY PERSONAL, BUSINESS, OR OTHER AFFILIATIONS AND MONETARY AMOUNT IF APPLICABLE THAT THEY OR THEIR IMMEDIATE FAMILY MEMBERS HAVE HAD WITHIN THE PAST 12 MONTHS WITH PWMC OR ANY RELATED ENTITIES. ALL RESPONSES ARE THEN EVALUATED BY THE PPHS COMPLIANCE DEPARTMENT. IN THE CASE OF AN EXISTING CONFLICT, THE INDIVIDUAL WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL TO SUCH TRANSACTIONS. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION MAKES AVAILABLE TO THE PUBLIC ITS CONFLICT OF INTEREST AND AUDITED FINANCIAL STATEMENTS ON THE ORGANIZATION'S WEBSITE, BY PROVIDING COPIES UPON REQUEST, AND BY INSPECTION AT THE ADMINISTRATIVE OFFICES OF THE ORGANIZATION. FORM 990, PART IX, LINE 11G PHYSICIAN FEES 3,385,760 0 0 CONSULTANT FEES 543,599 0 0 CONTRACT STAFFING 527,576 0 0 CONTRACT SERVICES 146,632 2,282,460 0 COLLECTION SERVICES 5,827 50,972 0 TOTAL 4,609,394 2,333,432 0 PHOEBE PUTNEY HEALTH SYSTEM INC PO BOX 3770 ALBANY GA 317063770 582001014 HEALTHCARE GA 501C3 12C NA false PHOEBE PUTNEY MEMORIAL HOSPITAL INC PO BOX 3770 ALBANY GA 317063770 581928247 HEALTHCARE GA 501C3 3 PPHS false PHOEBE PHYSICIAN GROUP INC PO BOX 3770 ALBANY GA 317063770 263792403 HEALTHCARE GA 501C3 10 PPHS false PHOEBE SUMTER MEDICAL CENTER INC 126 HIGHWAY 280 WEST AMERICUS GA 317198645 263975185 HEALTHCARE GA 501C3 3 PPHS false PHOEBE FOUNDATION INC PO BOX 3770 ALBANY GA 317063770 581847104 FOUNDATION GA 501C3 12A PPHS false PHOEBE DORMINY MEDICAL CENTER INC PO BOX 3770 ALBANY GA 317063770 452041878 HEALTHCARE GA 501C3 3 PPHS false PHOEBE PUTNEY HEALTH VENTURES INC PO BOX 3770 ALBANY GA 317063770 581963401 RE LEASING GA N/A false PHOEBE PUTNEY INDEMNITY LTD 113 S CHURCH ST 5TH FL QUEENSGATE GRAND CAYMAN CJ KY1-1102 981492026 INSURANCE CJ N/A false false false false false true false false false false false false false true false true false true false false