2025-05-15T12:41:51-05:00 2024-06-30 135565207 KPMG LLP 301 MAIN STREET SUITE 2150 BATON ROUGE LA 70801 990 2023-07-01 720408970 ST FRANCIS MEDICAL CENTER STFR 2259232701 4200 ESSEN LANE BATON ROUGE LA 70809 DR THOMAS GULLATT CFO 2259232701 2025-05-14 1 0 RYAN HOOKS P00746825 2253444000 2025-05-13 2023 2025-03-06 01:10:19Z THOMAS J GULLATT MD 4200 ESSEN LANE BATON ROUGE LA 70809 445824437 0 X WWW.STFRAN.COM X 1913 LA TO PROVIDE FOR THE CARE OF THE ILL, INJURED, OR DISABLED PERSONS (SEE SCHEDULE O) AND TO PROVIDE FOR THE RESEARCH, EDUCATION, AND THE ENHANCEMENT OF HEALTH OF THOSE IN NORTHEAST LOUISIANA. 17 12 2146 74 0 184286 916166 5715648 337729549 422840637 2004382 2214233 5503270 2441768 346153367 433212286 10250 97945 0 0 145444244 174166264 0 0 0 201647182 242188828 347101676 416453037 -948309 16759249 284893122 317525370 227648301 226203064 57244821 91322306 X SEE SCHEDULE O 0 0 278826037 97945 371944553 ST. FRANCIS MEDICAL CENTER PROVIDES QUALITY HOSPITAL AND MEDICAL SERVICES PRIMARILY TO RESIDENTS OF NORTHEAST LOUISIANA. THE MEDICAL CENTER IS AN ACTIVE, CARING MEMBER OF THE COMMUNITIES IT SERVES. IN CARRYING OUT ITS MISSION OF MEETING THE HEALTHCARE NEEDS OF THE PEOPLE OF GOD, THE MEDICAL CENTER HAS ESTABLISHED A POLICY UNDER WHICH IT PROVIDES CARE TO NEEDY MEMBERS OF ITS COMMUNITIES. FOLLOWING THAT POLICY, HEALTH CARE SERVICES COSTING APPROXIMATELY, $3,393,405 WERE PROVIDED WITHOUT CHARGE. THE MEDICAL CENTER PROVIDED 276 LICENSED BEDS, 86,282 INPATIENT DAYS, 15,025 INPATIENT DISCHARGES, AND 57,715 ER VISITS IN THE YEAR ENDED JUNE 30, 2024. 45330619 0 53337852 ST. FRANCIS MEDICAL CENTER'S PHYSICIAN PRACTICE PROVIDES CARE TO THE NEEDY MEMBERS OF ITS COMMUNITIES. 324156656 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 0 0 2146 1 1 1 0 0 0 0 0 0 0 0 0 X 17 12 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 1 1 1 X AMANDA HYMEL 2257658496 5959 S SHERWOOD FOREST BLVD BATON ROUGE LA 70809 BISHOP FRANCIS MALONE BOARD MEMBER 1.00 0.00 X 0 0 0 CARRIE BAKER-ROYER SECRETARY 1.00 0.00 X X 0 0 0 DR ROLF MORSTEAD MD BOARD MEMBER/PHYSICIAN 40.00 1.00 X 778048 0 42756 DR RON BERRY BOARD MEMBER 1.00 0.00 X 0 0 0 JANET DURDEN BOARD MEMBER 1.00 0.00 X 0 0 0 JOHN JONES VICE CHAIR 1.00 0.00 X X 0 0 0 JOHN REA BOARD MEMBER 1.00 0.00 X 0 0 0 L J HOLLAND BOARD MEMBER 1.00 0.00 X 0 0 0 LAURA MARCHELOS BOARD MEMBER 1.00 0.00 X 0 0 0 REV BRIAN MERCER CHAIR 1.00 0.00 X X 0 0 0 REV IKE BYRD BOARD MEMBER 1.00 0.00 X 0 0 0 RICHARD SMITH PHYSICIAN/BOARD MEMBER 40.00 0.00 X 337430 0 18691 SR HELEN CAHILL BOARD MEMBER 1.00 4.50 X 0 0 0 SR MARY ANN SEPULVADO OSF BOARD MEMBER 1.00 1.00 X 0 0 0 TARA HANEY BOARD MEMBER/FMOLHS SVP CHIEF OF STAFF 1.00 40.00 X 0 711162 102959 THOMAS J GULLATT MD PRESIDENT/CEO 1.00 40.00 X X 0 613673 104736 WILLIAM BART LILES MD BOARD MEMBER/ PHYSICIAN 0.00 40.00 X 0 137993 0 WILLIAM SMART SECRETARY 1.00 0.00 X X 0 0 0 JEREMY ROGERS VP, CHIEF OPERATING OFFICER 1.00 41.50 X 0 481921 27334 MICHAEL GLEASON CHIEF FINANCIAL OFFICER - FMOLHS 1.00 45.00 X 0 796618 28047 JOHN BRUCCHAUS VP CMO 40.00 0.00 X 579214 0 29006 KAYLA JOHNSON VP, PATIENT CARE SVCS 40.00 0.00 X 327982 0 56564 COY GAMMAGE PHYSICIAN 40.00 0.00 X 971499 0 42477 JAMES SMITH HOSPITALIST 40.00 0.00 X 785670 0 49547 NAUMAN KHALID PHYSICIAN 40.00 0.00 X 1101140 0 26367 REZAUL ISLAM PHYSICIAN 40.00 0.00 X 799147 0 34020 SARAH AHMAD PHYSICIAN 40.00 0.00 X 979428 0 34020 KRISTIN WOLKART FORMER SFMC /CEO/FMOLHS CNO 0.00 42.75 X 0 740802 117217 ROBERT RAMSEY INTERIM CFO (THRU 5/23) 0.00 1.00 X 0 331658 1013 6659558 3813827 714754 313 1 1 0 FMOL HEALTH SYSTEM 4200 ESSEN LANE BATON ROUGE LA 70809 MANAGEMENT SERVICES 32954620 LINCOLN BUILDERS OF RUSTON INC PO BOX 78280 BATON ROUGE LA 70837 CONSTRUCTION SERVICES 17666276 SPECIALTY MGMT SER OF OUACHITA 101 CATALPA ST MONROE LA 71201 CONTRACT LABOR SVCS 16263825 SODEXO INC & AFFILIATES PO BOX 360170 PITTSBURGH PA 15251 FOOD SERVICES 7952343 TRIMEDX INC PO BOX 636129 CINCINNATI OH 45263 MAINTENANCE SERVICES 6682370 78 979696 1862075 2873877 5715648 PATIENT SERVICE REVENU 621500 413127093 413127093 OTHER PROGRAM SERVICE 621500 8255650 8255650 INCOME FROM EQUITY INV 621500 693518 693518 MGT FEE INTERCOMPANY 621500 484457 484457 LAB 621500 279919 279919 422840637 1880205 1880205 -749 -749 2072057 15000 2057057 2057057 2057057 12358215 573713 12597151 0 -238936 573713 334777 334777 PENSION RELATED ADJ 900099 384711 384711 384711 433212286 425282405 0 2214233 97945 97945 1447010 1315815 131195 145746270 132532008 13214262 4497686 4037275 460411 12538409 11260790 1277619 9936889 8919687 1017202 55567729 30016041 25551688 167411 135178 32233 229406 229406 24311499 9138887 15172612 1015579 293738 721841 22290693 10713668 11577025 1111830 321577 790253 6683677 5604635 1079042 393714 113875 279839 86738 25087 61651 2653183 507 2652676 14079974 11967978 2111996 4627480 1304599 3322881 MEDICAL SUPPLIES EXPENS 94911345 83924046 10987299 MEDICAL PURCHASED SVC 12839656 11355320 1484336 REPAIRS 1218914 1078000 140914 416453037 324156656 92296381 0 2009049 1502497 17903778 31222257 35462024 200204 227968 8065683 8855422 2641958 3920886 408320936 290928885 126839681 117392051 104014582 118502415 1461197 1498205 8438511 12260124 284893122 317525370 33119291 39426623 1032 1032102 113149408 111643649 81378570 74100690 227648301 226203064 X 55438402 86774263 1806419 4548043 57244821 91322306 284893122 317525370 X 16759249 13408548 3909688 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10588688 10588688 193743975 150872170 42871805 37828073 563731 37264342 166160200 139492984 26667216 117392051 INVESTMENTS HELD AT FMOLHS 114461363 F INVESTMENT IN SF URGENT CARE 267934 F INVESTMENT IN PHO 164288 F INVESTMENT IN NELA CANCER INSTITUTE 3466224 F INVESTMENT IN LHC 142606 F 118502415 NET DUE TO/FROM AFFILIATES 28426274 RETIREMENT PAYABLE LONG TERM 19278316 SELF INSURANCE LIABILITY 6259730 OPERATING LEASE PAYABLE 862130 LONG-TERM DEBT 1370462 INVESTMENTS HELD AT FMOLHS 17903778 74100690 X PART X, LINE 2: FIN 48 (ASC 740) FOOTNOTE: FMOLHS RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE MEASURED AT THE LARGEST AMOUNT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED. CHANGES IN RECOGNITION OR MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGEMENT OCCURS. NO RESERVES FOR UNCERTAIN TAX POSITIONS HAVE BEEN RECORDED. 1 1 X 1 X 250.000000000000 0 1 1 0 0 2641401 975989 1665412 0.00400 83572274 76925205 6647069 0.01600 86213675 77901194 8312481 0.02000 468368 311 468057 0.00110 3017522 2858436 159086 0.00040 176689 9874 166815 0.00040 3662579 2868621 793958 0.00190 89876254 80769815 9106439 0.02190 47482 3781 43701 0.00010 47482 3781 43701 0.00010 1 13121442 86443697 90881589 -4437892 X 1 1 1 1 ST FRANCIS MEDICAL CENTER PO BOX 1901 MONROE LA 71210 WWW.FMOLHS.ORG/STFRAN X X X ST FRANCIS MEDICAL CENTER 1 0 0 1 X X X X X X X X X 21 1 0 0 1 X SEE PART V, SECTION C X 1 21 0 1 0 1 X 200.000000000000 0.000000000000 X X X X X 1 1 X X X 1 X SEE PART V, SECTION C X SEE PART V, SECTION C X SEE PART V, SECTION C X X X X X X X 1 X 0 X X X X 1 X 0 0 ST. FRANCIS MEDICAL CENTER PART V, SECTION B, LINE 5: ST. FRANCIS MEDICAL CENTER, INC., CONDUCTED A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) IN 2021. SFMC'S 2021 CHNA IS INTENDED TO BE AN OVERVIEW OF THE CURRENT HEALTH STATUS AND HEALTH PRIORITIES OF THE PEOPLE OF REGION 8 OF NORTHEAST LOUISIANA. SFMC DEFINES ITS COMMUNITY AS A SERVICE AREA THAT CAN BE BEST AFFECTED WITH MEASURABLY EFFECTIVE IMPLEMENTATION STRATEGIES THAT IMPROVE THE HEALTH AND WELLNESS OF THE PEOPLE SERVED. THE 2021 CHNA PRIORITY AREAS ARE DEFINED BY THE INFORMATION GATHERED FROM DATA SOURCES, INTERVIEWS, A FOCUS GROUP HOSTED OCTOBER 5, 2021, AND COMMUNITY SURVEYS WITH ATTENTION GIVEN TO VULNERABLE POPULATIONS, INCLUDING MEDICALLY UNDERSERVED, LOW-INCOME, AND MINORITY POPULATIONS. FOCUS GROUP ATTENDEES' RESPONSES TO GUIDING QUESTIONS FOCUSED HEAVILY ON ACCESS TO CARE, MENTAL HEALTH, AND MAKING HEALTHY CHOICES. COMMUNITY SURVEY RESPONDENTS WERE ASKED TO RANK WHAT THEY FELT WERE THE TOP FOUR HEALTH ISSUES FACING NORTHEAST LOUISIANA RESIDENTS. AFTER EXAMINATION OF THE SURVEY DATA AND COMPARISON TO FEEDBACK GAINED FROM INTERVIEWS WITH COMMUNITY STAKEHOLDERS, SEVERAL OVERARCHING THEMES DEVELOPED: - CHRONIC DISEASE MANAGEMENT AFFECTS PATIENTS IN MANY STAGES OF LIFE AND ACROSS ALL SOCIOECONOMIC CLASSES. - OBESITY/SEDENTARY LIFESTYLES IS A MAJOR CONCERN FOR THE PEOPLE OF REGION 8 AND IS A CONTRIBUTING FACTOR TO OTHER HEALTH AND QUALITY-OF-LIFE CONCERNS. - ACCESS TO CARE CAN CAUSE SIGNIFICANT, NEGATIVE HEALTH IMPACTS. THE IDEA OF ACCESS IS MORE THAN LACK OF PHYSICIANS AND INABILITY TO PAY - IT CAN BE INABILITY TO UNDERSTAND HOW TO ACCESS CARE, DIVERSITY/INCLUSION ISSUES, AND SO MUCH MORE. - SUBSTANCE ABUSE IS A PERVASIVE PROBLEM THROUGHOUT REGION 8. - CARING FOR THE ELDERLY IS A PRIORITY AS PEOPLE ARE LIVING LONGER LIVES. SFMC CONSULTED WITH JACKIE WHITE, MD, MEDICAL DIRECTOR, REGION 8 OFFICE OF PUBLIC HEALTH, IN AN INTERVIEW ON OCTOBER 11, 2021, AS PART OF THE CHNA PROCESS. DR. WHITE ALSO PARTICIPATED IN THE SFMC FOCUS GROUP. IN A FOLLOW-UP MEETING ON NOVEMBER 8, 2021, WITH SFMC EXECUTIVE COUNCIL REPRESENTATIVES, DR. WHITE AND THE REGION 8 OPH TEAM DISCUSSED BEING A COLLABORATING PARTNER WITH SFMC THROUGHOUT THE 2021 CHNA IMPLEMENTATION PLAN MEASUREMENT PERIOD TO ADDRESS THE NEEDS OF VULNERABLE POPULATIONS WITHIN THE DEFINED COMMUNITY/SERVICE AREA AND THROUGHOUT REGION 8. DR. WHITE AND THE OPH TEAM UTILIZED SFMC'S PREVIOUS CHNA DOCUMENT IN RELATION TO ITS LINCOLN PARISH DATA AND WILL BE WORKING WITH SFMC ON THE 2021 CHNA IMPLEMENTATION PLAN. DR. WHITE AND HER TEAM SHARED THEIR REGIONAL OUTLINE OF HEALTH PRIORITIES AND CHALLENGES BOTH FROM PATIENT AND OPERATIONAL PERSPECTIVES, WHICH MIRRORED THE DATA ANALYSIS AND COMMUNITY SURVEY RESULTS SFMC RECEIVED DURING THE CHNA PROCESS. DISCUSSION DURING BOTH THE OCTOBER 11 AND NOVEMBER 8 MEETINGS CENTERED ON HOW THE ORGANIZATIONS CAN COLLABORATE TO ADDRESS THE PRIORITY AREAS IDENTIFIED IN THE CHNA IN BOTH SFMC'S DEFINED COMMUNITY AND THROUGHOUT REGION 8. BASED ON A COMPREHENSIVE DATA ANALYSIS AND FEEDBACK RECEIVED FROM THE COMMUNITY SURVEY AND INTERVIEWS, SFMC IDENTIFIED THE FOLLOWING HEALTH NEEDS AREAS FOR ITS 2021 CHNA (IN RANK ORDER): 1. CHRONIC DISEASE MANAGEMENT 2. ACCESS TO CARE 3. OBESITY / SEDENTARY LIFESTYLES 4. MENTAL HEALTH 5. SUBSTANCE ABUSE 6. HEART DISEASE/STROKE 7. CARE FOR THE ELDERLYST. FRANCIS MEDICAL CENTER HAS DECIDED TO ADDRESS THE TOP THREE IDENTIFIED NEEDS (CHRONIC DISEASE MANAGEMENT, ACCESS TO CARE, AND OBESITY/SEDENTARY LIFESTYLES), AND WILL NOT DIRECTLY ADDRESS THE REMAINING FOUR NEEDS LISTED ABOVE. HOWEVER, AS SFMC IMPLEMENTS STRATEGIES IN EACH OF THE THREE SELECTED PRIORITY AREAS, INDIRECT BENEFITS ARE EXPECTED FOR THE FOUR HEALTH CONCERNS THAT WERE NOT TARGETED DUE TO LINKAGES. SFMC WILL NOT ADDRESS THE IDENTIFIED NEEDS OF MENTAL HEALTH, SUBSTANCE ABUSE, HEART DISEASE/STROKE, AND CARE FOR THE ELDERLY BECAUSE; 1) THOSE NEEDS HAVE A LESSER AMOUNT OF WORK THAT STILL NEEDS TO TAKE PLACE TO SEE A POSITIVE IMPACT; 2) THOSE NEEDS WERE MENTIONED LESS FREQUENTLY DURING THE CHNA DEVELOPMENT PROCESS; AND 3) THE SELECTED NEEDS HAVE A MORE NOTEWORTHY INFLUENCE ON VULNERABLE COMMUNITY POPULATIONS THAT, IF BROUGHT UNDER CONTROL, COULD HAVE A DEEPER, MORE LASTING IMPACT ON THE PEOPLE AFFECTED.PART V, SECTION B, LINE 7AST. FRANCIS MEDICAL CENTER:THE CHNA CAN BE FOUND AT: HTTPS://WWW.FMOLHS.ORG/ABOUT-US/COMMUNITY-IMPACT ST. FRANCIS MEDICAL CENTER PART V, SECTION B, LINE 11: DURING THE CURRENT YEAR, TO ADDRESS THE SIGNIFICANT COMMUNITY HEALTH NEEDS OF CHRONIC DISEASE MANAGEMENT, ACCESS TO CARE, AND OBESITY/SEDENTARY LIFESTYLES, THE HOSPITAL DID THE FOLLOWING:CHRONIC DISEASE MANAGEMENT-ST. FRANCIS MEDICAL CENTER PARTNERED WITH THE LOUISIANA DEPARTMENT OF HEALTH AND HOSPITALS TO ASSIST WITH THE DEVELOPMENT OF THE STATE HEALTH IMPROVEMENT PLAN DURING FY 24, WITH SPECIFIC FOCUS ON THE CHRONIC DISEASE MANAGEMENT WORKGROUP. SFMC RETAINED THE SERVICES OF BEACON COMMUNITY CONNECTIONS IN ORDER TO ADDRESS THE SOCIAL DETERMINANTS OF HEALTH FOR SPECIFIC EMERGENCY DEPARTMENT POPULATIONS, MANY OF WHOM WERE LIVING WITH CHRONIC DISEASES. BEACON IS ONE OF 12 INITIAL PILOT SITES AWARDED FUNDING TO ENHANCE ITS OPERATIONS INTO A COMMUNITY CARE HUB. FUNDING WAS PROVIDED BY U.S. HEALTH AND HUMAN SERVICES ADMINISTRATION FOR COMMUNITY LIVING. THROUGH BEACON'S WORK, A SOCIAL WORKER CONTACTED PATIENTS TO MANAGE THEIR POST-DISCHARGE NEEDS TO CONNECT THEM WITH FOLLOW-UP CARE, EDUCATION ABOUT THEIR CONDITIONS AND MEDICATIONS, AND ASSISTANCE WITH SOCIAL DETERMINANTS OF HEALTH. THIS IMPORTANT WORK AIMS TO REDUCE READMISSIONS FOR VULNERABLE POPULATIONS. ACCESS TO CARE-ST. FRANCIS MEDICAL CENTER PARTNERED WITH THE LOUISIANA DEPARTMENT OF HEALTH AND HOSPITALS REGION 8 OFFICE OF PUBLIC HEALTH HEALTHY COMMUNITIES COALITION AND THE CHILDREN'S COALITION FOR NORTHEAST LOUISIANA IN FY 24 TO ADDRESS ACCESS TO CARE THROUGH WORK ON THE HEALTHY COMMUNITIES COALITION, THE EARLY CHILDHOOD ADVISORY COMMMITTEE, AND THE COMMUNITY RED TABLE DISCUSSIONS GROUP. THESE GROUPS SHARED BEST PRACTICES, INFORMATION ABOUT UPCOMING EVENTS, AND ASSISTANCE WITH COMMUNITY EDUCATION, OUTREACH, AND RESOURCES TO MAXIMIZE THE HEALTH OUTCOMES IN THE COMMUNITIES SERVED. ADDITIONALLY, THE ST. FRANCIS TOBACCO CESSATION PROGRAM IMPROVED ACCESS TO PRESCRIPTION COVERAGE FOR PATIENTS FOR BOTH NICOTINE REPLACEMENT THERAPY AND TRADITIONAL PRESCRIPTIONS BY INCREASING THE NUMBER OF PATIENTS WHO RECEIVED REFERRALS TO THE ST. VINCENT DEPAUL PHARMACY AND PRESCRIPTION ASSISTANCE CARDS PROVIDED IN PARTNERSHIP WITH THE UNITED WAY OF NORTHEAST LOUISIANA. ST. FRANCIS BEGAN IMPLEMENTATION OF FINDHELP / PATHWAY, AN ONLINE REFERRAL SOURCE THAT WILL ALLOW COMMUNITY-BASED ORGANIZATIONS TO RECEIVE DIRECT REFERRALS FROM HEALTHCARE PROVIDERS AND UTILIZE THE SYSTEM AS AN ONLINE CASE MANAGEMENT SYSTEM THAT ALLOWS DIRECT CONTACT WITH BOTH THE PATIENT AND THE REFERRAL SOURCE (IN THIS CASE, SFMC). FINDHELP IS PROVIDED FREE OF CHARGE TO ORGANIZATIONS THAT CLAIM THEIR INFORMATION AND MANAGE INCOMING REFERRALS, THEREBY DECREASING EXPENSES FOR CASE MANAGEMENT SOFTWARE INVESTMENTS AND IMPROVING COMMUNICATION AMONG SFMC, PATIENTS, AND THE COMMUNITY-BASED ORGANIZATIONS. SFMC ALSO PARTICIPATED IN NUMEROUS HEALTH FAIR AND COMMUNITY EDUCATION OPPORTUNITIES FOR 53,639 PARTICIPANTS, INCLUDING PROJECTS SUCH AS THE CHILDREN'S COALITION SUPER SATURDAYS IN THE GARDEN, THE JUNIOR LEAGUE OF MONROE'S CINDERELLA PROJECT, THE AT&T DIGITAL LITERACY PROJECT, AND SAM'S CLUB HEART HEALTH OUTREACH, TO NAME A FEW. OBESITY/SEDENTARY LIFESTYLES-ST. FRANCIS MEDICAL CENTER WORKED WITH THE WOMEN'S & CHILDREN'S SERVICES PROGRAMMING TO PRESENT BREASTFEEDING AS A FIRST-LINE OPTION FOR FAMILIES IN NORTHEAST LOUISIANA THROUGH FOUR PRIMARY AREAS: CHILDBIRTH PREPARATION CLASSES, BREASTFEEDING EDUCATION CLASSES, THE ST. FRANCIS WIC CLINIC, AND ALL MOTHERS DELIVERING BABIES AT SFMC. BREASTFEEDING IS CONSIDERED A BEST PRACTICE IN COMBATTING OBESITY (HTTPS://WWW.CDC.GOV/BREASTFEEDING/PDF/BF-GUIDE-508.PDF). IN TOTAL, SFMC PRESENTED BREASTFEEDING EDUCATION TO 109 NON-PATIENT PARTICIPANTS IN THE COMMUNITY VIA A TELEHEALTH OPTION TO OFFER THE PROGRAM TO PATIENTS AS EASILY AS POSSIBLE AND ADDRESS TRANSPORTATION DISPARITIES FOR FAMILIES IN RURAL AREAS. SFMC ALSO ADDRESSED FOOD INSECURITY IN NORTHEAST LOUISIANA. PROGRAMS TO ADDRESS THIS GOAL INCLUDED VOLUNTEERING AT THE FOOD BANK OF NORTHEAST LOUISIANA TO PACK FOOD BOXES FOR SENIORS, SERVING FOOD AT GRACE PLACE MINISTRIES FOR VULNERABLE POPULATIONS, HOLDING FOOD DRIVES TO SUPPORT LOCAL COUNCILS ON AGING AND FOOD PANTRIES, AND SUPPORTING THE ST. VINCENT DEPAUL WEEKEND MEAL PROGRAM PROVIDING MEALS TO RESIDENTS WHO WOULD HAVE ACCESS TO NUTRITIONAL FOOD. IN TOTAL, SFH PROVIDED 9,386 MEALS FOR MEALS ON WHEELS IN PARTNERSHIP WITH THE OUACHITA COUNCIL ON AGING. ADDITIONALLY, A SFH DIETICIAN PROVIDED COMMUNITY EDUCATION THROUGH WEEKLY SPOTS ON KNOE TV, WHICH REACHED VIEWERS DURING FY 24 WITH EDUCATION ON HEALTHY LIVING AND EATING TO COMBAT OBESITY. ADDITIONAL ITEMS-SFH PROVIDED SPACE FREE OF CHARGE TO HELP OFFSET EXPENSES FOR THE CANCER FOUNDATION LEAGE AND ST. VINCENT DEPAUL PHARMACY, WHICH TOUCHED A TOTAL OF 1,500 LIVES BETWEEN THE TWO ORGANIZATIONS. CLINICAL EDUCATION WAS ALSO PROVIDED TO LABORATORY STUDENTS (36), RADIOLOGY STUDENTS (54) AND RESPIRATORY STUDENTS (3). ADDITIONALLY, SFH BEGAN OFFERING GRADUATE MEDICAL EDUCATION IN PARTNERSHIP WITH THE EDWARD VIA COLLEGE OF OSTEOPATHIC MEDICINE LOCATED AT THE UNIVERSITY OF LOUISIANA AT MONROE. SFH IS ALSO PREPARING PLANS TO MOVE FORWARD IN FY '25 WITH BRINGING THE RONALD MCDONALD HOUSE INTO THE HOSPITAL FOR FAMILIES WHO NEED TO BE CLOSE TO THEIR LOVED ONES DURING TIMES OF MEDICAL CRISIS. ST. FRANCIS MEDICAL CENTER PART V, SECTION B, LINE 13H: PRESUMPTIVE ELIGIBILITY MAY BE DETERMINED ON THE BASIS OF INDIVIDUAL LIFE CIRCUMSTANCES THAT MAY INCLUDE:1. THE PATIENT RECEIVING FREE CARE FROM A COMMUNITY CLINIC AND IS REFERRED TO THE HOSPITAL;2. STATE-FUNDED PRESCRIPTION PROGRAMS;3. HOMELESS, INDIGENT, OR HOMELESS CLINIC PATIENT;4. PATIENT'S CHILDREN WHO QUALIFY FOR OTHER FINANCIAL ASSISTANCE PROGRAMS;5. PATIENT ELIGIBLE FOR FOOD STAMPS;6. MEDICAID ELIGIBLE PATIENT;7. PATIENT IS DECEASED WITH NO KNOWN RESPONSIBLE PARTY;8. PATIENT IS INCARCERATED AND HAS NO OTHER RESPONSIBLE PARTY ST. FRANCIS MEDICAL CENTER PART V, SECTION B, LINE 16J: REGISTRATION PERSONNEL REFER PATIENTS THAT MAY HAVE DIFFICULTY PAYING FOR THEIR MEDICAL CARE TO FINANCIAL COUNSELORS TO DISCUSS QUALIFICATIONS FOR FULLY DISCOUNTED CARE. PART V, SECTION B, LINE 16: ST. FRANCIS MEDICAL CENTER:THE FINANCIAL ASSISTANCE POLICY, FAP APPLICATION FORM, AND A PLAIN LANGUAGE SUMMARY ARE AVAILABLE AT: HTTPS://FMOLHS.ORG/FINANCIAL-ASSISTANCE-POLICY/ 4 1 - COMMUNITY HEALTH CENTER 2600 TOWER DRIVE MONROE LA 71201 VARIOUS OUTPATIENT SERVICES 2 - NORTHEAST LA CANCER INSTITUTE 411 CALYPSO STREET MONROE LA 71210 CANCER TREATMENT AND IMAGING CENTER 3 - MONROE MRI CENTER 501 CATALPA STREET MONROE LA 71201 MRI SERVICES 4 - ST FRANCIS PET IMAGING OF MONROE PO BOX 1851 MONROE LA 71201 PET IMAGING SERVICES PART I, LINE 3C: FINANCIAL ASSISTANCE IS AVAILABLE FOR INDIVIDUALS WHO ARE UNINSURED, UNDERINSURED, INELIGIBLE FOR ANY GOVERNMENT HEALTH CARE BENEFIT PROGRAM, AND WHO ARE UNABLE TO PAY FOR THEIR CARE. FULL AND PARTIAL DISCOUNTED CARE IS AVAILABLE IF INCOME AND ASSETS MEET CERTAIN FEDERAL POVERTY GUIDELINE LEVELS. DISCOUNTED CARE IS ALSO AVAILABLE FOR THOSE PATIENTS WITH CATASTROPHIC MEDICAL BILLS AND IS AVAILABLE IF MEDICAL BILLS EXCEED A CERTAIN PERCENTAGE OF INCOME AND ASSETS. FULLY DISCOUNTED CARE IS ALSO AVAILABLE WHERE THE PATIENT OR OTHER SOURCES CAN PROVIDE SUFFICIENT EVIDENCE OF PRESUMPTIVE ELIGIBILITY. PRESUMPTIVE ELIGIBILITY MAY BE DETERMINED ON THE BASIS OF INDIVIDUAL LIFE CIRCUMSTANCES THAT MAY INCLUDE:1) PATIENT RECEIVING FREE CARE FROM A COMMUNITY CLINIC AND IS REFERRED TO THE HOSPITAL;2) STATE-FUNDED PRESCRIPTION PROGRAMS;3) HOMELESS, INDIGENT, OR HOMELESS CLINIC PATIENT;4) PATIENT'S CHILDREN WHO QUALIFY FOR OTHER FINANCIAL ASSISTANCE PROGRAMS;5) PATIENT ELIGIBLE FOR FOOD STAMPS;6) MEDICAID ELIGIBLE PATIENT;7) PATIENT IS DECEASED WITH NO KNOWN RESPONSIBLE PARTY;8) PATIENT IS INCARCERATED AND HAS NO OTHER RESPONSIBLE PARTY. PART I, LINE 7: EFFECTIVE JULY 1, 2022, THE LOUISIANA DEPARTMENT OF PUBLIC HEALTH IMPLEMENTED A NEW MEDICAID PAYMENT PROGRAM WHICH MATERIALLY INCREASED HOSPITAL MEDICAID FUNDING. THE PAYMENT MODEL IS DESIGNED TO PAY HOSPITALS ABOVE COST BY PAYING AMOUNTS ROUGHLY EQUIVALENT TO RATES PAID BY COMMERCIAL INSURANCE COMPANIES. ACCORDINGLY, EVEN THOUGH SERVICES TO MEDICAID PATIENTS REMAINED CONSISTENT WITH PAST YEARS, LESS COMMUNITY BENEFIT IS BEING DERIVED ON PART I, LINE 7 FROM THE SERVICES PROVIDED TO MEDICAID PATIENTS PRIOR TO THIS CHANGE. THE COST-TO-CHARGE RATIO WAS USED TO CALCULATE PART I, LINE 7A AND 7B. THE COST TO CHARGE RATIO WAS DERIVED FROM IRS WORKSHEET 2, RATIO OF PATIENT CARE COST TO CHARGES. THE COST TO CHARGE RATIO IS APPLIED TO GROSS CHARGES RELATED TO CHARITY CARE AND CARE COVERED BY MEDICAID AND OTHER GOVERNMENT PROGRAMS. FOR PART I LINES 7E, 7F, 7H AND 7I, DIRECT COSTS WERE CAPTURED FROM THE HOSPITAL'S AUDITED FINANCIAL STATEMENT AND THE MEDICARE COST REPORT WHERE APPLICABLE. FOR PART I LINE 7G, COST FIGURES WERE CALCULATED FROM DEPARTMENTAL COSTS LESS DIRECT OFFSETTING REVENUE. PART III, LINE 4: THE BAD DEBT FOOTNOTE IS ON PAGES 15 OF THE ATTACHED AUDITED FINANCIAL STATEMENTS. PART III, LINE 8: THE COSTING METHODOLOGY USED TO DETERMINE THE MEDICARE ALLOWABLE COSTS REPORTED IN THE MEDICARE COST REPORT IS BASED ON REGULATORY REQUIREMENTS AND GUIDELINES. THE ORGANIZATION CURRENTLY DOES NOT BELIEVE THAT ANY SHORTFALL SHOULD BE TREATED AS COMMUNITY BENEFIT. PART III, LINE 9B: PATIENTS WITH NO MEANS OF PAYMENT MAY APPLY FOR FINANCIAL ASSISTANCE. APPROVAL WILL BE BASED ON INCOME, ASSETS, AND MEDICAL EXPENSES AS SET FORTH IN THE FINANCIAL ASSISTANCE POLICY. ACCOUNTS MAY ALSO BE FULLY DISCOUNTED BASED ON A PRESUMPTIVE CHARITY SCORING SYSTEM WHICH IS SIMILAR TO CREDIT SCORING. TO THE EXTENT APPROPRIATE AND PERMITTED BY LAW, FINANCIAL COUNSELING AND SCREENINGS ARE CONDUCTED AT THE TIME OF ENCOUNTER TO ASSIST IN IDENTIFYING PATIENTS WHO WOULD LIKELY QUALIFY FOR FINANCIAL ASSISTANCE UNDER THE HOSPITAL'S POLICY. THESE PROCESSES HELPIDENTIFY (EARLY IN THE PROCESS) PATIENTS WHO QUALIFY FOR FINANCIAL ASSISTANCE. THIS HELPS KEEP QUALIFYING PATIENTS OUT OF THE HOSPITAL'S COLLECTION PROCESSES BECAUSE AMOUNTS COVERED BY FINANCIAL ASSISTANCE ARE NOT SUBJECT TO THE HOSPITAL'S COLLECTION PRACTICES. HOWEVER, IF IT ISDETERMINED THAT A PATIENT QUALIFIES FOR CHARITY CARE AFTER THE INDIVIDUAL'S ACCOUNT HAS BEEN SENT TO COLLECTIONS, THE DISCOUNTED AMOUNT IS IMMEDIATELY REMOVED FROM THE COLLECTIONS PROCESS. PART III, SECTION A, LINE 2: AMOUNTS REPRESENT THE ACTUAL CUSTOMER AMOUNTS DUE TO ST. FRANCIS MEDICAL CENTER THAT WERE WRITTEN OFF BECAUSE THEY WERE UNCOLLECTIBLE. PART VI, LINE 2: NEEDS ASSESSMENT: RESPONDING TO THE HEALTH NEEDS OF OUR COMMUNITY, ESPECIALLY TO THOSE MOST IN NEED, IS PRIMARY TO THE HOSPITAL'S MISSION. AS SUCH, ST. FRANCIS MEDICAL CENTER (SFMC) WORKS TO CONDUCT HEALTH CARE NEEDS ASSESSMENTS. THEY WORK CLOSELY WITH THE CHILDREN'S COALITION FOR NORTHEAST LOUISIANA, THE UNITED WAY OF NORTHEAST LOUISIANA, OUACHITA COUNCIL ON AGING, CATHOLIC CHARITIES OF NORTH LOUISIANA, NEW OPPORTUNITIES VISION ACHIEVEMENT (NOVA), EDWARD VIA COLLEGE OF OSTEOPATHIC MEDICINE, LIVING WELL FOUNDATION, LIFESHARE BLOOD CENTER, LSU AG CENTER, MONROE CITY SCHOOLS, OUACHITA PARISH SCHOOLS, NORTHEAST DELTA HUMAN SERVICES AUTHORITY, NORTHEAST LA WAR VETERAN'S HOME, ST. VINCENT DEPAUL PHARMACY, UNIVERSITY OF LOUISIANA AT MONROE, WEST OUACHITA SENIOR CENTER, AND OTHER COMMUNITY STAKEHOLDERS TO DEFINE COMMUNITY NEEDS AND TO CONSOLIDATE EFFORTS TO MEET THOSE COMMUNITY NEEDS. FOR EXAMPLE, SFMC'S TRAUMA OUTREACH PROGRAMS, SUCH AS "STOP THE BLEED," HAVE EXPANDED INTO THE COMMUNITY TO ADDRESS PREVENTABLE HOSPITAL STAYS AND ACCESS TO CARE, AND SFMC HAS IMPLEMENTED PROGRAMS TO ADDRESS IMMEDIATE COMMUNITY NEEDS, SUCH AS FAN DRIVES IN THE SUMMER, FOOD DRIVES THROUGHOUT THE YEAR, AND PRESCRIPTION TAKEBACK DAY PLANNING IN PARTNERSHIP WITH THE UNIVERSITY OF LOUISIANA AT MONROE SCHOOL OF PHARMACY. THE HOSPITAL CONDUCTED AN UPDATED COMMUNITY HEALTH NEEDS ASSESSMENT IN TAX YEAR 2018 AND 2021 AND WILL CONTINUE TO USE COMMUNITY-BASED DATA TO SUPPORT DECISIONS FOR OUTREACH IN THE COMMUNITY. PART VI, LINE 3: PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE: PATIENTS ARE INFORMED THROUGH A PATIENT HANDBOOK THAT CONTAINS INFORMATION ON THE FINANCIAL POLICIES OF ST. FRANCIS MEDICAL CENTER. ADDITIONALLY, SIGNS ARE POSTED IN THE ADMISSIONS AREAS THAT FINANCIAL COUNSELING IS AVAILABLE UPON REQUEST. SYSTEMS AND TOOLS ARE UTILIZED TO CONDUCT HIGH LEVEL FINANCIAL SCREENING TO ASSIST IN IDENTIFYING PATIENTS ELIGIBLE FOR FINANCIAL ASSISTANCE. FINANCIAL COUNSELORS WORK CLOSELY WITH PATIENTS TO ASSIST WITH ENROLLMENT FOR THOSE WHO ARE ELIGIBLE FOR MEDICAID AS WELL AS ASSIST THOSE WHO ARE ELIGIBLE FOR HOSPITAL FINANCIAL ASSISTANCE IN DETERMINING ELIGIBILITY. PART VI, LINE 4: COMMUNITY INFORMATION:ST. FRANCIS MEDICAL CENTER (SFMC) IS A COMMUNITY-BASED, NOT-FOR-PROFIT HOSPITAL LOCATED IN MONROE, LOUISIANA, IN OUACHITA PARISH. FOR PURPOSE OF THE CHNA, THE HOSPITAL DEFINES ITS PRIMARY SERVICE AREA AS OUACHITA AND LINCOLN PARISHES. PURSUANT TO THE HOSPITAL'S LAST CHNA, SFMC'S PRIMARY SERVICE AREA HAS A POPULATION OF APPROXIMATELY OF 205,383. OF THOSE PEOPLE, 47,934 RESIDE IN LINCOLN PARISH, AND 157,150 RESIDE IN OUACHITA PARISH, AND THE SENIOR POPULATION COMPRISES 13.48% OF LINCOLN PARISH AND 13.28% OF OUACHITA PARISH. THE MEDIAN HOUSEHOLD INCOME IN LINCOLN PARISH IS $37,842, AND THE AVERAGE HOUSEHOLD INCOME IS $61,321. THE MEDIAN HOUSEHOLD INCOME IN OUACHITA PARISH IS $40,167, AND THE AVERAGE HOUSEHOLD INCOME IS $62,699. BOTH PARISHES REPORT LOWER MEDIAN HOUSEHOLD INCOME THAN LOUISIANA AS A WHOLE ($49,216). PART VI, LINE 5: PROMOTION OF COMMUNITY HEALTH:ST. FRANCIS MEDICAL CENTER (SFMC) PARTICIPATES IN COMMUNITY INVOLVEMENT ACTIVITIES BECAUSE IMPROVEMENTS TO A COMMUNITY DIRECT IMPACT THE IMPROVED HEALTH OF COMMUNITY RESIDENTS. COMMUNITY IMPROVEMENT ACTIVITIES INCLUDE THE FOLLOWING: PROVISION OF A MEDICAID CLINIC DEDICATED TO WOMEN'S AND CHILDREN'S HEALTH, CASH AND IN-KIND DONATIONS TO NOT-FOR-PROFIT ORGANIZATIONS ADDRESSING THE SOCIAL DETERMINANTS OF HEALTH AND/OR SUPPORTING THE PRIORITY AREAS IDENTIFIED IN THE SFMC CHNA; PROGRAMS AND EDUCATIONAL OUTREACH THAT ADDRESS FOOD INSECURITY, DIVERSITY, EQUITY, AND INCLUSION, PREVENTABLE HOSPITAL STAYS, CARE FOR THE ELDERLY, OBESITY, AND TOBACCO CESSATION; ONGOING SPONSORSHIP OF BLOOD DRIVES TO SUPPORT THE LOCAL SUPPLY AVAILABLE TO PATIENTS. SFMC PROVIDES OCCUPANCY AND UTILITIES FREE OF CHARGE TO ST. VINCENT DEPAUL PHARMACY SO THAT UNINSURED, UNDERINSURED AND WORKING POOR MEDICALLY DISENFRANCHISED INDIVIDUALS AND FAMILIES HAVE ACCESS TO PRESCRIPTION MEDICATIONS. THIS ALLOWS THE PHARMACY TO SPEND ITS FUNDS ON ACTIVITIES THAT HAVE MORE DIRECT IMPACT ON PEOPLE IN NEED. SFMC PROVIDES MANAGEMENT OVERSIGHT OF COMMUNITY PROGRAMS AND ACTIVITIES, INCLUDING MEALS ON WHEELS AND COMMUNITY BENEFIT SALARY DOLLARS, AND PROUDLY SERVES AS THE DESIGNATED REGIONAL HOSPITAL FOR REGION 8 AND PROVIDES LEADERSHIP AND COORDINATION FOR EMERGENCY PREPAREDNESS ACTIVITIES. SFMC PROVIDES LEADERSHIP DEVELOPMENT AND TRAINING FOR ROMAN CATHOLIC PRIESTS TO SERVE IN THE SFMC COMMUNITY AND HAS MANY PROGRAMS DESIGNED TO PROMOTE LEADERSHIP DEVELOPMENT AND PROVIDE EXPOSURE TO VARIOUS CAREERS IN HEALTH CARE. SUCH PROGRAMS INCLUDE HEALTH INFORMATION MANAGEMENT, AHEC (AREA HEALTH EDUCATION CENTER) PROGRAM FOR STUDENTS PREPARING TO GRADUATE FROM HIGH SCHOOL, RADIOLOGY, LABORATORY, AND RESPIRATORY PROGRAMS, AS WELL AS PARTNERSHIPS WITH SEVERAL NURSING SCHOOLS AND A DEVELOPING RELATIONSHIP WITH THE EDWARD VIA COLLEGE OF OSTEOPATHIC MEDICINE LOCATED AT THE UNIVERSITY OF LOUISIANA AT MONROE. THE ROLE OF SFMC'S COMMUNITY IMPACT MANAGER EXPANDED IN THE CURRENT FISCAL YEAR TO ASSIST ORGANIZATIONS THROUGHOUT THE MINISTRY WITH PROGRAMMING AND ACCOUNTABILITY, AS WELL AS THE CHNA AND IMPLEMENTATION PLANNING PROCESS, AND ALSO EXPANDED WITHIN SFMC TO INCLUDE EXPANSION OF COMMUNITY EDUCATION AND OUTREACH. SFMC ALSO IMPROVES THE HEALTH OF THE COMMUNITIES IT IS PRIVILEGED TO SERVE IN MANY WAYS THAT EXTEND FAR BEYOND THE HEALING MINISTRY OF BEDSIDE CARE. THROUGH APPROACHES SUCH AS OPEN MEDICAL STAFF POLICIES, UNIQUE TECHNOLOGY INNOVATIONS FOR BETTER OUTCOMES, AND DIVERSITY, EQUITY, AND INCLUSION STRATEGIES FOCUSED ON EVERY ASPECT OF HEALTH CARE FROM THE BEDSIDE TO THE PURCHASING DOCK TO EACH PATIENT WHO WALKS THROUGH OUR DOORS, SFMC CONTINUOUSLY EXPANDS ITS DEFINITION OF WHAT IT MEANS TO HAVE A "COMMUNITY IMPACT." ST. FRANCIS HEALTH OFFERS A LEVEL III TRAUMA PROGRAM, GRADUATE MEDICAL EDUCATION PROGRAM, ACCREDITED CHEST PAIN CENTER, THE AREA'S ONLY LEVEL II PICU, LEVEL III NICU AND LEVEL III OB UNIT. ST. FRANCIS HEALTH'S OB-ED (OBSTETRICAL EMERGENCY DEPARTMENT) IS THE FIRST IN THE REGION TO PROVIDE SPECIALIZED AND MORE IMMEDIATE CARE FOR MOTHERS 20+ WEEKS PREGNANT UP TO SIX WEEKS POSTPARTUM WHO FIND THEMSELVES IN EMERGENCY SITUATIONS. ST. FRANCIS HEALTH IS ACCREDITED AS A CHEST PAIN CENTER WITH PRIMARY PCI BY THE AMERICAN COLLEGE OF CARDIOLOGY (ACC) AND IS THE ONLY RECIPIENT IN THE MONROE AREA FOR THE PLATINUM PERFORMANCE AWARD. THE TEAM PROVIDES CARE THAT INCLUDES: NORTHEAST LOUISIANA'S MOST ADVANCED HYBRID OPERATING ROOM, WITH INNOVATIVE TECHNOLOGY AND IMAGING CAPABILITIES THAT HELP TO IMPROVE PATIENT OUTCOMES AND QUALITY OF CARE, THE REGION'S FIRST AND ONLY PROVIDER OF THE LEFT ATRIAL APPENDAGE CLOSURE PROCEDURE FOR PATIENTS WITH NON-VALVULAR ATRIAL FIBRILLATION, AND THE REGION'S LEADER IN CARDIAC CATHETERIZATION AND CORONARY INTERVENTIONS FOR HIGH-RISK PATIENTS. ST FRANCIS HEALTH RECENTLY INVESTED $4 MILLION TOWARDS RENOVATIONS OF ITS CANCER CENTER BUILDING TO ESTABLISH A COMPREHENSIVE CANCER CARE CENTER FOR NORTHEAST LOUISIANA. THREE MONROE MEDICAL ONCOLOGISTS JOINED THE ST. FRANCIS MEDICAL GROUP AND WILL PROVIDE MEDICAL ONCOLOGY AND HEMATOLOGY SERVICES THROUGH THE ST. FRANCIS ONCOLOGY AND HEMATOLOGY CLINIC. RENOVATIONS TO THE SECOND FLOOR OF THE CANCER CENTER BUILDING NOW PROVIDE SPACE FOR THE ST. FRANCIS ONCOLOGY AND HEMATOLOGY CLINIC AS WELL AS THE ST. FRANCIS OUTPATIENT INFUSION CENTER FOR CHEMOTHERAPY TREATMENTS. THE FIRST FLOOR OF THE CANCER CENTER BUILDING CURRENTLY HOUSES THE NORTHEAST LOUISIANA CANCER INSTITUTE (NLCI) WHICH OFFERS COMPREHENSIVE RADIATION ONCOLOGY SERVICES. A MAJORITY OF THE GOVERNING BODY OF SFMC IS COMPRISED OF INDIVIDUALS FROM A BROAD CROSS-SECTION OF THE COMMUNITY WHO RESIDE IN THE PRIMARY SERVICE AREA AND WHO ARE NEITHER EMPLOYEES NOR CONTRACTORS OF THE ORGANIZATION. THE HOSPITAL EXTENDS MEDICAL STAFF PRIVILEGES TO ALL QUALIFIED PHYSICIANS IN THE COMMUNITY FOR SOME OR ALL THE DEPARTMENTS, AS NEEDED, AND APPLIES SURPLUS FUNDS TO IMPROVEMENTS IN PATIENT CARE THROUGH INVESTMENT IN CLINICAL TECHNOLOGY, MEDICAL INFORMATION TECHNOLOGY, AND CONTINUED TRAINING OF CLINICAL STAFF. PART VI, LINE 6: ST. FRANCIS MEDICAL CENTER IS A NOT-FOR-PROFIT HOSPITAL, NON-STOCK MEMBER CORPORATION OF WHICH FRANCISCAN MISSIONARIES OF OUR LADY HEALTH SYSTEM, INC. (FMOL HEALTH SYSTEM) IS THE SOLE MEMBER. ST. FRANCIS MEDICAL CENTER IS PART OF THE FMOL HEALTH SYSTEM WHICH INCLUDES SEVERAL HOSPITALS AND TAX-EXEMPT AFFILIATES THROUGHOUT THE STATE OF LOUISIANA, AND ONE IN MISSISSIPPI. ST. FRANCIS MEDICAL CENTER SERVES THE COMMUNITY IN NORTHEASTERN LOUISIANA AND SOUTHERN ARKANSAS. OTHER RELATED HOSPITALS IN LOUISIANA INCLUDE:- OUR LADY OF LOURDES REGIONAL MEDICAL CENTER- OUR LADY OF THE LAKE HOSPITAL- ST. ELIZABETH HOSPITAL- OUR LADY OF THE LAKE ASSUMPTION HOSPITAL- OUR LADY OF THE ANGELS HOSPITALRELATED HOSPITAL IN MISSISSIPPI:- ST. DOMINIC JACKSON MEMORIAL HOSPITAL 1 MONROE CHAMBER OF COMMERCE 1811 AUBURN AVENUE MONROE LA 71201 720263750 501(C)(6) 8213 0 BUS WORKFORCE INT & MULTIMEDIA PACKAGE 0 1 PART I, LINE 2 ST. FRANCIS MEDICAL CENTER REQUESTS AN ACKNOWLEDGEMENT LETTER FROM EACH ORGANIZATION TO WHICH WE GIVE $5,000 OR MORE IN A CALENDAR YEAR. ORGANIZATIONS ARE REQUESTED TO IDENTIFY WHEN THE FUNDS WERE RECEIVED, HOW MUCH WAS RECEIVED, HOW THE FUNDS WERE USED AND WHAT THE OUTCOMES WERE OF THE PROJECT OR PROGRAM FOR WHICH THE FUNDS WERE REQUESTED. 0 1 0 0 0 0 0 0 0 NAUMAN KHALID PHYSICIAN 1020666 0 79969 0 505 0 16500 0 9867 0 1127507 0 0 0 COY GAMMAGE PHYSICIAN 969088 0 0 0 2411 0 16500 0 25977 0 1013976 0 0 0 SARAH AHMAD PHYSICIAN 878923 0 100000 0 505 0 16500 0 17520 0 1013448 0 0 0 KRISTIN WOLKART FORMER SFMC /CEO/FMOLHS CNO 0 493260 0 244790 0 2752 0 96776 0 20441 0 858019 0 0 JAMES SMITH HOSPITALIST 634174 0 53001 0 98495 0 29700 0 19847 0 835217 0 0 0 REZAUL ISLAM PHYSICIAN 795446 0 0 0 3701 0 16500 0 17520 0 833167 0 0 0 MICHAEL GLEASON CHIEF FINANCIAL OFFICER - FMOLHS 0 564283 0 187500 0 44835 0 16039 0 12008 0 824665 0 0 DR ROLF MORSTEAD MD BOARD MEMBER/PHYSICIAN 775637 0 0 0 2411 0 16500 0 26256 0 820804 0 0 0 TARA HANEY BOARD MEMBER/FMOLHS SVP CHIEF OF STA 0 492579 0 216807 0 1776 0 84923 0 18036 0 814121 0 0 THOMAS J GULLATT MD PRESIDENT/CEO 0 426656 0 179204 0 7813 0 83987 0 20749 0 718409 0 0 JOHN BRUCCHAUS VP CMO 503795 0 73008 0 2411 0 12604 0 16402 0 608220 0 0 0 JEREMY ROGERS VP, CHIEF OPERATING OFFICER 0 334010 0 145048 0 2863 0 0 0 27334 0 509255 0 0 KAYLA JOHNSON VP, PATIENT CARE SVCS 257718 0 62451 0 7813 0 29414 0 27150 0 384546 0 0 0 RICHARD SMITH PHYSICIAN/BOARD MEMBER 291348 0 39070 0 7012 0 16500 0 2191 0 356121 0 0 0 ROBERT RAMSEY INTERIM CFO (THRU 5/23) 0 297844 0 0 0 33814 0 0 0 1013 0 332671 0 0 PART I, QUESTION 3: THE CEO IS PAID BY FMOL HEALTH SYSTEM, A RELATED TAX EXEMPT ORGANIZATION. THE FMOLHS BOARD OF DIRECTORS DESIGNATES A COMPENSATION COMMITTEE, MADE UP OF INDEPENDENT BOARD MEMBERS, TO REVIEW AND SET THE CEO'S COMPENSATION ANNUALLY. THE COMPENSATION COMMITTEE OBTAINS AND RELIES UPON COMPARABLE DATA INCLUDING A COMPENSATION STUDY/SURVEY FROM AN INDEPENDENT COMPENSATION CONSULTANT. THE COMPENSATION COMMITTEE REVIEWS COMPENSATION PACKAGES AND APPROPRIATE COMPENSATION IS DETERMINED AND APPROVED. THE BASIS FOR DETERMINATION IS THEN DOCUMENTED BY THE COMPENSATION COMMITTEE. THE CEO ALSO SIGNS A WRITTEN EMPLOYMENT AGREEMENT. PART I, QUESTION 4A: ONE BOARD MEMBER AND ONE OFFICER ARE ENTITLED TO A SEVERANCE BENEFIT. THE PAYOUT OF SUCH BENEFIT IS REMOTE AS IT IS EFFECTIVE ONLY FOR A TERMINATION OF EMPLOYMENT WITHOUT CAUSE, FOR GOOD REASON OR DUE TO CHANGE OF CONTROL. IF TRIGGERED, THE EMPLOYEE WOULD BE PAID HIS/HER BASE SALARY AND PROVIDED RETIREMENT AND WELFARE BENEFITS FOR AN ENTITLEMENT PERIOD. THE ENTITLEMENT PERIOD IS GENERALLY 18 MONTHS. NO PAYMENTS WERE MADE UNDER THE PLAN IN THE CURRENT YEAR. PART I, LINE 4B: FMOLHS MAINTAINS TWO UNFUNDED DEFERRED COMPENSATION PLANS WHICH MEET THE REQUIREMENTS OF IRC SECTION 457(F) AND IRC SECTION 409A. THE PLANS PROVIDES FOR COMPENSATION TO BE DEFERRED AND PAID UPON THE OCCURRENCE OF CERTAIN EVENTS SUCH AS TERMINATION WITHOUT CAUSE, DISABILITY, DEATH OR ATTAINMENT OF A SPECIFIC PAYMENT DATE. PARTICIPATION IN THE PLANS IS LIMITED TO CERTAIN EXECUTIVES AND IS SUBJECT TO APPROVAL OF FMOLHS BOARD OF DIRECTORS OR A DESIGNATED COMMITTEE OF SUCH BOARD. NO PAYMENTS WERE MADE IN THE CURRENT YEAR. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: INSPIRED BY THE VISION OF ST. FRANCIS OF ASSISI AND IN THE TRADITION OF THE ROMAN CATHOLIC CHURCH, WE EXTEND THE HEALING MINISTRY OF JESUS CHRIST TO GOD'S PEOPLE, ESPECIALLY THOSE MOST IN NEED. WE CALL FORTH ALL WHO SERVE IN THIS HEALTHCARE MINISTRY, TO SHARE THEIR GIFTS AND TALENTS TO CREATE A SPIRIT OF HEALING - WITH REVERENCE AND LOVE FOR ALL OF LIFE, WITH JOYFULNESS OF SPIRIT, AND WITH HUMILITY AND JUSTICE FOR ALL THOSE ENTRUSTED TO OUR CARE. WE ARE, WITH GOD'S HELP, A HEALING AND SPIRITUAL PRESENCE FOR EACH OTHER AND FOR THE COMMUNITIES WE ARE PRIVILEGED TO SERVE. FORM 990, PART VI, SECTION A, LINE 6 FMOL HEALTH SYSTEM, INC. (AN IRS SECTION 501(C)(3) ORGANIZATION) IS THE SOLE MEMBER OF THE MEDICAL CENTER. FORM 990, PART VI, SECTION A, LINE 7A FMOL HEALTH SYSTEM, INC. AS THE SOLE MEMBER OF THE MEDICAL CENTER, RETAINS THE POWER TO APPOINT AND REMOVE THE MEMBERS OF THE BOARD OF TRUSTEES AND OFFICERS OF ST. FRANCIS MEDICAL CENTER. FORM 990, PART VI, SECTION A, LINE 7B THE RESERVED POWERS TO FMOL HEALTH SYSTEM, INC. ARE AS FOLLOWS: I. TO CHANGE PHILOSOPHY, OBJECTIVES AND PURPOSES OF CORPORATION. II. TO APPOINT OR REMOVE THE MEMBERS OF THE BOARD OF TRUSTEES AND OFFICERS OF THE CORPORATION. III. TO AMEND, ALTER, MODIFY OR REPEAL THE ARTICLES OF INCORPORATION AND BYLAWS OF THE CORPORATION. IV. TO AUTHORIZE MERGER, CONSOLIDATION, OR AFFILIATION, OR PARTICIPATE IN JOINT VENTURES. V. TO DISSOLVE AND TO DISTRIBUTE ASSETS OF THE CORPORATION. VI. TO APPOINT AND/OR TERMINATE WITH OR WITHOUT CAUSE THE CHIEF EXECUTIVE OFFICER OF THE CORPORATION. VII. TO ACQUIRE, PURCHASE, SELL, LEASE, TRANSFER, OR ENCUMBER ANY IMMOVABLE PROPERTY ON BEHALF OF THE CORPORATION. VIII. TO ADD TO OR INCUR LONG-TERM DEBT IN EXCESS OF $5 MILLION BY THE CORPORATION. IX. TO APPOINT THE FISCAL AUDITOR FOR THE CORPORATION. X. TO APPROVE ANY INCREMENT OR ADDITION TO THE CAPITAL DEBT OR EFFORTS TO RENEGOTIATE, MODIFY OR CHANGE THE EXISTING CAPITAL DEBT OBLIGATIONS OF THE CORPORATION. XI. TO APPROVE THE ANNUAL OPERATING AND CAPITAL BUDGETS OF THE CORPORATION. XII. TO APPROVE A STRATEGIC BUSINESS PLAN OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B AFTER PREPARATION AND REVIEW OF FORM 990 BY KPMG LLP, THE TAXPAYER'S TAX ADVISORS, ONE OR MORE MEMBERS OF SENIOR MANAGEMENT REVIEWS THE RETURN. ST. FRANCIS MEDICAL CENTER'S GOVERNING BODY IS PROVIDED A COPY OF THE RETURN ELECTRONICALLY PRIOR TO THE FILING DATE AND IS GIVEN AN OPPORTUNITY TO REVIEW AND PROVIDE COMMENTS TO MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 12C ST. FRANCIS MEDICAL CENTER HAS A COMPREHENSIVE CONFLICT OF INTEREST POLICY THAT REQUIRES EACH OFFICER, TRUSTEE, BOARD COMMITTEE MEMBER AND EMPLOYEE TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY. COMPLETED DISCLOSURE FORMS ARE REVIEWED AND MAINTAINED BY THE CHIEF COMPLIANCE OFFICER. IF ANY TRUSTEE, BOARD COMMITTEE MEMBER OR SENIOR MANAGER HAS A POTENTIAL CONFLICT, THE EXECUTIVE COMMITTEE OF THE BOARD DETERMINES WHETHER ACTION NEEDS TO BE TAKEN AND COMMUNICATES ANY SUCH ACTION TO THE INDIVIDUAL. A POTENTIAL CONFLICT OF ANY OTHER EMPLOYEE IS REVIEWED BY THE CEO OR HIS DESIGNEE. THE EXECUTIVE COMMITTEE, CEO OR DESIGNEE, AS APPLICABLE, DETERMINES IF A CONFLICT OF INTEREST EXISTS OR CREATES THE APPEARANCE OF IMPROPRIETY. IF SUCH A DETERMINATION IS MADE, THE INDIVIDUAL WILL BE EXCUSED FROM PARTICIPATING IN THE BUSINESS DECISION. DURING THE YEAR, ANY CHANGE TO THE INFORMATION IN THE DISCLOSURE STATEMENT MUST BE DISCLOSED PROMPTLY TO THE CHIEF COMPLIANCE OFFICER, WHO TAKES APPROPRIATE ACTION. THE PROCESS ALSO REQUIRES AFFIRMATION FROM EACH INDIVIDUAL THAT SHE/HE (A) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY; (B) HAS READ AND UNDERSTANDS THE POLICY; (C) HAS AGREED TO COMPLY WITH THE POLICY; AND (D) UNDERSTANDS THAT ST. FRANCIS MEDICAL CENTER IS A CHARITABLE ORGANIZATION AND THAT, IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. IN ADDITION TO THE ABOVE, ST. FRANCIS MEDICAL CENTER PROVIDES MECHANISMS FOR CONFIDENTIAL REPORTING OF COMPLIANCE ISSUES. THESE MECHANISMS INCLUDE AN ANONYMOUS HOTLINE AND WEB SITE WHERE INDIVIDUALS MAY RAISE ISSUES, SEEK CLARIFICATION, AND REPORT POSSIBLE CONFLICTS OF INTEREST OR OTHER CONCERNS. THESE REPORTS, INCLUDING REPORTS OF POSSIBLE CONFLICTS OF INTEREST, ARE REVIEWED AND INVESTIGATED BY THE CORPORATE COMPLIANCE DEPARTMENT AND APPROPRIATE ACTION IS TAKEN. FORM 990, PART VI, SECTION B, LINE 15B OUR BOARD OF DIRECTORS DESIGNATES AN EXECUTIVE COMMITTEE MADE UP OF INDEPENDENT BOARD MEMBERS TO REVIEW AND SET THE COMPENSATION ANNUALLY OF OUR OFFICERS AND KEY EMPLOYEES. THE EXECUTIVE COMMITTEE OBTAINS AND RELIES UPON COMPARABLE DATA INCLUDING INDUSTRY-WIDE COMPENSATION INFORMATION PROVIDED BY AN OUTSIDE CONSULTING FIRM. THE EXECUTIVE COMMITTEE REVIEWS COMPENSATION PACKAGES AND APPROPRIATE COMPENSATION IS DETERMINED AND APPROVED. THE BASIS FOR DETERMINATION IS THEN DOCUMENTED BY THE EXECUTIVE COMMITTEE. THE COMPENSATION FOR THE CEO OF ST. FRANCIS MEDICAL CENTER IS SET BY THE COMPENSATION COMMITTEE OF FMOL HEALTH SYSTEM (A RELATED TAX-EXEMPT ORGANIZATION) ACCORDING TO THEIR PAY PRACTICES WHICH ARE SIMILAR TO THOSE DESCRIBED ABOVE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CAPITAL TRANSFERS 3,909,688. SECTION 1.263(A)-3(N) ELECTION-BOOK CONFORMITY ELECTION: ST. FRANCIS MEDICAL CENTER IS MAKING THE ELECTION UNDER TREAS. REG. 1.263(A)-3(N) TO CAPITALIZE THOSE REPAIR AND MAINTENANCE COSTS THAT IT TREATS AS CAPITAL IMPROVEMENTS ON ITS BOOKS AND RECORDS FOR THE TAX YEAR ENDED JUNE 30, 2024. SECTION 1.263 (A)-1(F)- ELECTION- DE MINIMIS SAFE HARBOR ELECTION: ST. FRANCIS MEDICAL CENTER HEREBY MAKES THE DE MINIMIS SAFE HARBOR ELECTION UNDER SECTION 1.263(A)-1(F) OF THE TREASURY REGULATIONS, EFFECTIVE ONLY FOR THE TAX YEAR ENDING JUNE 30, 2024. TAXPAYER HAS AN APPLICABLE FINANCIAL STATEMENT FOR THE YEAR OF THE ELECTION. THIS ELECTION PERMITS THE TAXPAYER TO DEDUCT FOR TAX PURPOSES ANY ITEM DEDUCTED UNDER ITS BOOK POLICY THAT DOES NOT EXCEED $5,000 PER INVOICE (OR PER ITEM, AS SUBSTANTIATED BY THE INVOICE) OR ITEMS HAVING AN ECONOMIC USEFUL LIFE OF TWELVE MONTHS OR LESS AS DESCRIBED IN SECTION 1.263(A)-1(F)(1)(I). 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