2022-11-14T16:07:25-06:00 2021-12-31 990 2021-01-01 470639839 NEBRASKA METHODIST HEALTH SYSTEM INC NEBR 4023544840 825 SOUTH 169TH STREET OMAHA NE 68118 JEFFREY E FRANCIS VP FINANCE & CFO 4023544000 2022-11-14 JEFFREY FRANCIS 999009999 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z STEPHEN GOESER 825 SOUTH 169TH STREET OMAHA NE 68118 83981393 0 X WWW.BESTCARE.ORG X 1981 NE OPERATED EXCLUSIVELY FOR THE BENEFIT OF NEBRASKA METHODIST HOSPITAL & ITS RELATED ORGANIZATIONS. 14 12 945 12 1517691 0 113305 233323 77010606 76326076 1533770 1189573 1765732 1830729 80423413 79579701 296689 238276 0 0 64901272 68266375 0 0 0 14242970 15463468 79440931 83968119 982482 -4388418 1105397701 1257543382 107407871 104778568 997989830 1152764814 X NEBRASKA METHODIST HEALTH SYSTEM IS COMMITTED TO IMPROVING THE HEALTH OF OUR COMMUNITIES BY THE WAY WE CARE, EDUCATE AND INNOVATE. 0 0 74964779 238276 74745840 NEBRASKA METHODIST HEALTH SYSTEM SUPPORTS THE MISSION OF CARING FOR PEOPLE THROUGH THE COORDINATION OF THE METHODIST HEALTH SYSTEM FAMILY OF RELATED CORPORATIONS.TO ACHIEVE THE HIGHEST QUALITY HEALTHCARE AT THE LOWEST COST, THE NEBRASKA METHODIST HEALTH SYSTEM HAS CONSOLIDATED SEVERAL ESSENTIAL FUNCTIONS, AND, IN TURN, PROVIDES THESE SERVICES FROM A CENTRALIZED SOURCE FOR MAXIMUM EFFICIENCY TO ALL AFFILIATED PROVIDERS. THE SERVICES INCLUDE MANAGEMENT CONSULTING, FINANCE, OPERATIONS ANALYSIS, DATA PROCESSING AND HUMAN RESOURCES FUNCTIONS. 1725097 1846140 BEST CARE EAP IS A PREMIER PROVIDER OF CUSTOMIZED EMPLOYEE ASSISTANCE PROGRAMS, MANAGEMENT CONSULTATION, EMPLOYEE AND LEADERSHIP TRAINING AND DEVELOPMENT, PERFORMANCE COACHING AND WORK/LIFE SERVICES. BEST CARE EAP PARTNERS WITH ORGANIZATIONS ACROSS THE COUNTRY TO FACILITATE A HEALTHIER, MORE PRODUCTIVE WORKFORCE.THE EMPLOYEE ASSISTANCE PROGRAM (EAP) CONDUCTS CRITICAL SUPPORT ACTIVITIES FOR TRAUMATIC EVENTS SUCH AS THE DEATH OF AN EMPLOYEE, WORKPLACE ACCIDENTS, NATURAL DISASTERS AND VIOLENCE IN THE WORKPLACE. TRAUMA RESPONSE INCLUDES IMMEDIATE PHONE CONSULTATION. THE GOAL OF TRAUMA RESPONSE IS TO MINIMIZE THE DAMAGE CREATED BY THE ORDEAL AND TO SPEED THE RECOVERY PROCESS FOR PERSONNEL AND THE ORGANIZATION. EAP ALSO ASSISTS MANAGERS IN RECOGNIZING POST-TRAUMA SYMPTOMS AND PROVIDES GUIDANCE ON HOW TO REFER THE EMPLOYEE TO EAP. DURING AND AFTER, COUNSELORS WILL IDENTIFY AND REFER THOSE EMPLOYEES NEEDING FURTHER COUNSELING ASSISTANCE. SPECIALLY TRAINED PROFESSIONAL COUNSELORS CONDUCT SHORT TERM COUNSELING SERVICES TO HELP INDIVIDUALS AND FAMILIES OFFERING AN UNBIASED, INFORMAL AND CONFIDENTIAL ENVIRONMENT TO WORK THROUGH PERSONAL PROBLEMS AND FINANCIAL DIFFICULTIES. THIS WAS ESPECIALLY IMPORTANT DURING THE COVID-19 PANDEMIC OF 2020 - 2021.DURING 2021, THE EAP ALSO FACILITATED EMPLOYEE AND SUPERVISORY TRAINING IN SUCH AREAS AS MANAGEMENT, WELLNESS, ATTITUDE/MOTIVATION AND HUMAN RESOURCES TOPICS. 76689876 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 X 47 0 1 945 1 1 1 0 0 0 0 0 0 0 0 0 1 0 X 14 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 X JEFFREY E FRANCIS 4023544840 825 S 169TH STREET OMAHA NE 68118 X CL LANDEN III DIRECTOR 1.00 0.00 X 0 0 0 MONTY SELLON MD DIRECTOR 1.00 39.00 X 0 503224 40094 JODY HORNER DIRECTOR 1.00 0.00 X 0 0 0 RICHARD C HAHN DIRECTOR 1.00 0.00 X 0 0 0 TYRON A ALLI MD DIRECTOR 1.00 0.00 X 0 0 0 DAN KINNEY PHD DIRECTOR 1.00 0.00 X 0 0 0 JOHN NELSON DIRECTOR 1.00 0.00 X 0 0 0 BRET C GRIESS SECRETARY 1.00 0.00 X X 0 0 0 SID DINSDALE DIRECTOR 1.00 0.00 X 0 0 0 ADAM YALE VICE CHAIRMAN 1.00 0.00 X X 0 0 0 DEB BASS TREASURER 1.00 0.00 X X 0 0 0 LARRY V PEARSON CHAIRMAN 1.00 0.00 X X 0 0 0 SPENCER STEVENS DIRECTOR 1.00 0.00 X 0 0 0 STEPHEN L GOESER PRES/CEO NE METH HEALTH 16.00 24.00 X X 1162438 0 263083 JEFFREY E FRANCIS CFO 6.00 34.00 X 591584 0 130153 SHARI FLOWERS VICE PRESIDENT COMPLIANCE 40.00 0.00 X 226197 0 52151 JEFF PROCHAZKA VICE PRESIDENT STRATEGIC P 40.00 0.00 X 332630 0 74764 KENT SONA CHIEF INFORMATION OFFICER 40.00 0.00 X 357201 0 81068 TRACY MADDEN-MCMAHON EXECUTIVE 1.00 39.00 X 287788 0 65046 BRETT RICHMOND EXECUTIVE 1.00 39.00 X 420252 0 85907 DAVID BURD EXECUTIVE 1.00 39.00 X 278469 0 60857 TODD GRAGES EXECUTIVE 1.00 39.00 X 656636 0 114685 JOSEPHINE ABBOUD EXECUTIVE 40.00 0.00 X 545198 0 133959 PAULA PITTMAN EXECUTIVE 40.00 0.00 X 274086 0 62243 MARIE KOZEL CHIEF NURSING INFORMATICS OFFICER 40.00 0.00 X 192980 0 62367 BILL VOBEJDA VICE PRESIDENT INTEGRATED 39.00 1.00 X 276002 0 50982 HOLLY HUERTER MORGAN EXECUTIVE 40.00 0.00 X 286292 0 87894 GREGORY HUTTEGER CHIEF MEDICAL INFO OFFICER 40.00 0.00 X 405637 0 86709 GARNET BLATCHFORD CHIEF MEDICAL OFFICER 40.00 0.00 X 417177 0 70753 6710567 503224 1522715 117 0 1 0 KPMG LLP 1212 N 96TH STREET OMAHA NE 68114 ACCOUNTING SERVICES 569688 ADVISORY BOARD P O BOX 79461 BALTIMORE MD 21279 CONSULTING SERVICES 488821 PRESS GANEY ASSOCIATES 710 RUSH ST SOUTH BEND IN 46601 MARKETING SERVICES 317808 DEMANDATA SYSTEMS LLC 2511 CORPORATE WAY PALMETTO FL 34211 DATA MANAGEMENT SERVICES 256818 ANDERSON PARTNERS 444 REGENCY PARKWAY OMAHA NE 68114 ADVERTISING SERVICES 231123 11 215695 17628 233323 MGMT SERVICE-AFFILIATES 541900 73938577 73938577 EMPLOYEE ASSISTANCE 624100 1846140 1846140 MISC HEALTH SERVICES 624100 541359 541359 76326076 498148 498148 245619 198485 47134 47134 47134 4894632 4203207 691425 691425 691425 MGMT TO TAXABLE SUB. 541610 1419000 1419000 CAFETERIA INCOME 722100 364595 265904 98691 1783595 79579701 76591980 1517691 1236707 238276 238276 5132479 5132479 47416109 47416109 17456 17456 11717802 10585797 1132005 3982529 3810718 171811 320439 320439 426664 426664 48000 48000 26373 26373 5813329 5813329 706707 706707 336805 336805 522135 522135 1354205 1354205 134593 134593 512026 512026 2441669 2441669 49022 28550 20472 CREDIT CARD FEES 942942 942942 DUES, LICENSES, SUBSCRI 497123 497123 POSTAGE 175344 175344 STAFF EDUCATION 110754 110754 1045338 1045338 83968119 76689876 7278243 0 20558274 20207872 164409 131151 12003641 7232299 7368 7783 1931242 1556445 61581302 13879458 49849479 47701844 11980153 13210959 558333 558333 1008344802 1166936696 1105397701 1257543382 49241011 51102262 58166860 53676306 107407871 104778568 X 825798052 963024039 172191778 189740775 997989830 1152764814 1105397701 1257543382 X -4388418 342008 158821394 X 0 1 X 1 0 X X 6 JENNIE EDMUNDSON HOSP 420680355 3 0 0 0 PHYSICIANS CLINIC INC 470687317 10 0 0 43978981 NEBR METH HOSP FNDN 470595345 7 0 154526 2392512 NEBR METH HOSPITAL 470376604 3 1 0 0 METHODIST FREMONT HEALTH 831362276 3 0 0 0 FREMONT HEALTH CLINIC 470717207 10 0 0 0 6 154526 46371493 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 X 1 1 SCHEDULE A, PART VI, SECTION E, LINE 3 THE NEBRASKA METHODIST HEALTH SYSTEM PROVIDES TO ITS AFFILIATED, SUPPORTED ORGANIZATIONS, ACCESS TO EXPERTISE, KNOWLEDGE, RESOURCES, TRAINING, EDUCATION, LEGISLATION SERVICES, CONTACTS, AND A COMPLEX, DIVERSE PHYSICIAN NETWORK. IN ADDITION, CENTRALIZATION AND CONSISTENCY LEAD TO INCREASED EFFECTIVENESS/EFFICIENCIES, RESULTING IN LOWERED COSTS AND STRENGTHENED INTERNAL CONTROLS. SCHEDULE A, PART IV, SECTION A, LINE 1 ONLY NEBRASKA METHODIST HOSPITAL IS LISTED IN THE ORGANIZATION'S GOVERNING DOCUMENTS. THE GOVERNING DOCUMENTS REFER TO AND OTHER CORPORATE SUBSIDIARIES" TO CARRY OUT ITS PURPOSES. ALL ORGANIZATIONS LISTED ON PART I, LINE G, ARE CORPORATE SUBSIDIARIES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 48000 78972 48000 78972 83920119 765615654 83968119 765694626 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 71961 76668 78594 78972 306195 250000 250000 250000 250000 1000000 1500000 801616 48577 850193 773804 27812 801616 756590 17214 773804 785766 -28314 862 756590 658453 127511 198 785766 0.26460 0.73540 0 1 1 10177281 10177281 36755773 6387633 30368140 14648248 7491825 7156423 47701844 DEFERRED COMP 22458341 BENEFICIAL INTEREST IN NET ASSETS OF FDN 141490396 INVESTMENT IN SUBSIDIARIES 1000449674 RIGHT OF USE FINANCING ASSETS 28074 RIGHT OF USE OPERATING ASSETS 2526436 LEASE CLEARING ACCOUNT -16225 1166936696 OTHER LONG TERM LIABILITIES 17318143 LT DEBT & FINANCING LEASE OBLIGATIONS 34114661 LT OPERATING LEASE LIABILITIES 2243502 53676306 X PART V, LINE 4: FUNDS ARE DESIGNATED FOR CHARITABLE CARE. PART X, LINE 2: THE HEALTH SYSTEM 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 JUDGMENT OCCURS. IN 2021 AND 2020, MANAGEMENT DETERMINED THERE ARE NO MATERIAL INCOME TAX POSITIONS REQUIRING RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS. 0 GREATER OMAHA CHAMBER OF COMMERCE 808 CONAGRA DR SUITE 400 OMAHA NE 68102 470258610 501(C)(3) 7500 0 SUPPORT OF GREATER OMAHA ECONOMIC DEVELOPMENT PROJECTS AND PROGRAMS JENNIE EDMUNDSON MEMORIAL HOSPITAL FOUNDATION 933 EAST PIERCE STREET COUNCIL BLUFFS IA 51503 421439454 501(C)(3) 25000 0 COMMUNITY HEALTH ACTIVITIES AND PROGRAMS NEBRASKA METHODIST HOSPITAL FOUNDATION 825 S 169TH STREET OMAHA NE 68118 470595345 501(C)(3) 154526 0 SUPPORT OF NEBRASKA METHODIST HOSPITAL CREIGHTON UNIVERSITY 2500 CALIFORNIA PLAZA OMAHA NE 68178 470376583 501(C)(3) 10000 0 SCHOLARSHIPS AND COMMUNITY ACTIVITIES GREATER OMAHA CHAMBER FOUNDATION 1301 HARNERY STREET OMAHA NE 68102 470633685 501(C)(3) 22500 0 SUPPORT OF GREATER OMAHA ECONOMIC DEVELOPMENT PROJECTS AND PROGRAMS 5 PART I, LINE 2: THE NEBRASKA METHODIST HEALTH SYSTEM GENERALLY DOES NOT GIVE GRANTS. WHEN IT DOES DO SO, IT MAKES THE GRANT IN THE BEST INTEREST OF THE COMMUNITY AND ENSURES THAT THE DONEE ORGANIZATION IS A 501(C)(3) OR A 501(C)(4). X X X X X 0 1 0 0 0 0 0 0 0 STEPHEN L GOESER PRES/CEO NE METH HEALTH 958113 0 0 0 204325 0 238741 0 24964 0 1426143 0 164129 0 TODD GRAGES EXECUTIVE 401044 0 0 0 255592 0 90525 0 24782 0 771943 0 235318 0 JEFFREY E FRANCIS CFO 496914 0 0 0 94670 0 98981 0 31794 0 722359 0 91905 0 JOSEPHINE ABBOUD EXECUTIVE 497777 0 0 0 47421 0 102513 0 32068 0 679779 0 0 0 MONTY SELLON MD DIRECTOR 0 450391 0 51744 0 1089 0 24710 0 17024 0 544958 0 0 BRETT RICHMOND EXECUTIVE 343734 0 0 0 76518 0 58161 0 28368 0 506781 0 41217 0 GREGORY HUTTEGER CHIEF MEDICAL INFO OFFICER 341571 0 0 0 64066 0 62637 0 25630 0 493904 0 36600 0 GARNET BLATCHFORD CHIEF MEDICAL OFFICER 416170 0 0 0 1007 0 48010 0 24282 0 489469 0 0 0 KENT SONA CHIEF INFORMATION OFFICER 318278 0 0 0 38923 0 59122 0 22568 0 438891 0 37780 0 JEFF PROCHAZKA VICE PRESIDENT STRATEGIC P 287069 0 0 0 45561 0 54164 0 21222 0 408016 0 10419 0 HOLLY HUERTER MORGAN EXECUTIVE 76968 0 0 0 209324 0 71934 0 16464 0 374690 0 186973 0 TRACY MADDEN-MCMAHON EXECUTIVE 274981 0 10927 0 1880 0 37524 0 28144 0 353456 0 0 0 DAVID BURD EXECUTIVE 270993 0 0 0 7476 0 35935 0 25534 0 339938 0 0 0 PAULA PITTMAN EXECUTIVE 265875 0 0 0 8211 0 51155 0 11710 0 336951 0 0 0 BILL VOBEJDA VICE PRESIDENT INTEGRATED 239132 0 0 0 36870 0 49364 0 2240 0 327606 0 35366 0 SHARI FLOWERS VICE PRESIDENT COMPLIANCE 225927 0 0 0 270 0 27317 0 26713 0 280227 0 0 0 MARIE KOZEL CHIEF NURSING INFORMATICS OFFICER 176213 0 750 0 16017 0 39222 0 23624 0 255826 0 0 0 PART I, LINE 4B THE FOLLOWING INDIVIDUALS PARTICIPATED IN A NONQUALIFIED PLAN DURING 2021 AND RECEIVED CONTRIBUTIONS, PLAN ACCRUALS OR PLAN DISTRIBUTIONS IN THE FOLLOWING AMOUNTS: JEFFREY FRANCIS $82,351 ACCRUAL; $91,905 PLAN DISTRIBUTION DAVID BURD $22,001 ACCRUAL BILL VOBEJDA $33,727; $35,366 PLAN DISTRIBUTION TODD GRAGES $64,425 ACCRUAL; $235,318 PLAN DISTRIBUTION STEPHEN GOESER $212,641 ACCRUAL: $164,129 PLAN DISTRIBUTION HOLLY HUERTER-MORGAN $54,328 ACCRUAL; $186,973 PLAN DISTRIBUTION GREGORY HUTTEGER $39,437 ACCRUAL; $36,600 PLAN DISTRIBUTION GARNET BLATCHFORD $32,186 JEFF PROCHAZKA $25,182 ACCRUAL, $10,419 PLAN DISTRIBUTION JOSIE ABBOUD $73,513 ACCRUAL SHARI FLOWERS $15,938 ACCRUAL TRACY MADDEN-MCMAHON $18,868 ACCRUAL KENT SONA $44,341 ACCRUAL; $37,780 PLAN DISTRIBUTION BRETT RICHMOND $34,961 ACCRUAL; $41,217 PLAN DISTRIBUTION PAULA PITTMAN $33,261 ACCRUAL MARIE KOZEL $19,473 ACCRUAL MONTY SELLON $8,943 ACCRUAL FORM 990, PART V, LINE 2B NEBRASKA METHODIST HEALTH SYSTEM INC. IS A COMMON PAYMASTER FOR ITSELF AND CERTAIN RELATED AFFILIATES. ALL W-2 FORMS FOR THESE AFFILIATES ARE ISSUED UNDER THE TAX IDENTIFICATION NUMBER OF NEBRASKA METHODIST HEALTH SYSTEM. ALL REQUIRED FEDERAL EMPLOYMENT TAX RETURNS WERE FILED BY NEBRASKA METHODIST HEALTH SYSTEM INC. WAGES AND BENEFITS SHOWN IN THIS FORM 990 ARE ACTUAL WAGES ASSOCIATED WITH ONLY NEBRASKA METHODIST HEALTH SYSTEM INC. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING THE FORM 990, A COPY IS PROVIDED TO THE AUDIT AND COMPLIANCE COMMITTEE OF NEBRASKA METHODIST HEALTH SYSTEM THROUGH ITS POSTING TO A SECURE BOARD PORTAL. BOARD MEMBERS ARE GIVEN NOTICE OF THE DOCUMENT IN THE PORTAL SO THEY MAY REVIEW AND ASK QUESTIONS PRIOR TO FILING. INFORMATION FOR THE FORM 990 IS GATHERED FROM APPROPRIATE, RESPONSIBLE PARTIES THROUGHOUT THE ORGANIZATION, INCLUDING THE ORGANIZATION'S HUMAN RESOURCES, FINANCE AND COMPLIANCE DEPARTMENTS; IS REVIEWED BY EXTERNAL TAX ADVISORS AND HAS A FINAL REVIEW BY THE CHIEF FINANCIAL OFFICER FOR NEBRASKA METHODIST HEALTH SYSTEM AND THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER. FORM 990, PART VI, SECTION B, LINE 12C AN ANNUAL QUESTIONNAIRE IS SENT TO ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES PURSUANT TO THE METHODIST HEALTH SYSTEM CONFLICT OF INTEREST POLICY WHICH REQUIRES THE DISCLOSURE OF RELATIONSHIPS, NOT JUST FINANCIAL, THAT COULD GIVE RISE TO CONFLICTS WITH THE ORGANIZATION. A BOARD COMMITTEE MEETS ANNUALLY TO REVIEW ALL POTENTIAL CONFLICTS IDENTIFIED THROUGH THE SURVEYS. SHOULD A DECISION COME TO THE BOARD WITH AN IDENTIFIED CONFLICT, THE OFFICER, DIRECTOR, OR KEY EMPLOYEE IS NOT PERMITTED TO VOTE OR USE PERSONAL INFLUENCE ON THE MATTER AND IS NOT COUNTED IN DETERMINING A QUORUM FOR A MEETING AT WHICH THE MATTER IS DISCUSSED. A POTENTIAL CONFLICT OF INTEREST, ONCE IDENTIFIED, MUST BE EVALUATED ON A CASE BY CASE BASIS. IN ORDER TO APPROVE THE TRANSACTION WHICH INVOLVES A DIRECT CONFLICT OF INTEREST, THE BOARD MUST FIRST FIND, BY MAJORITY VOTE OF DIRECTORS FOR WHOM NO CONFLICT EXISTS, AT A MEETING AT WHICH A QUORUM IS PRESENT, THAT THE ARRANGEMENT OR TRANSACTION IS IN THE BEST INTERESTS OF NEBRASKA METHODIST HEALTH SYSTEM AND/OR ITS AFFILIATES, IS FAIR AND REASONABLE, AND AFTER INVESTIGATION, THE DIRECTORS HAVE DETERMINED THAT A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT CANNOT BE OBTAINED WITH REASONABLE EFFORT UNDER THE CIRCUMSTANCES. FORM 990, PART VI, SECTION B, LINE 15 METHODIST HEALTH SYSTEM RETAINS AN INDEPENDENT CONSULTANT TO REVIEW ALL OFFICER COMPENSATION FOR EACH AFFILIATE. UNDER THIS PROCESS, MARKET DATA ON COMPENSATION IS GATHERED AND ANALYZED, AND COMPENSATION RANGES ARE SET. THE INFORMATION IS THEN PROVIDED TO THE COMPENSATION COMMITTEE OF THE BOARD OF THE NEBRASKA METHODIST HEALTH SYSTEM, A NEBRASKA NON-PROFIT CORPORATION. ALL OFFICER COMPENSATION IS REVIEWED, EVALUATED AND APPROVED BY THIS COMMITTEE. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 1023 WAS FILED PRIOR TO 7/15/87 AND NEED NOT BE MADE PUBLICLY AVAILABLE. A COPY OF THE IRS LETTER 947 WILL BE PROVIDED UPON WRITTEN REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE THESE DOCUMENTS SEPARATELY AVAILABLE TO THE PUBLIC. HOWEVER, THE AMENDED ARTICLES OF INCORPORATION ARE AVAILABLE THROUGH THE NEBRASKA SECRETARY OF STATE'S WEBSITE. THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO ALL MEMBERS OF THE BOARD OF DIRECTORS AND EMPLOYEES. FINANCIAL INFORMATION IS AVAILABLE TO THE PUBLIC THROUGH THE IRS FORM 990 AND FORM 990-T. THE ORGANIZATION ALSO CONTRIBUTES INFORMATION REGARDING COMMUNITY BENEFITS IT PROVIDES AS PART OF THE ANNUAL COMMUNITY BENEFIT REPORT. THIS REPORT IS AVAILABLE TO THE PUBLIC ON THE WEBSITE BESTCARE.ORG/ABOUT/COMMUNITY-BENEFITS/OUR-COMMUNITY-AND-FINANCIAL-IMPACT. FORM 990, PART VII, SECTION A JOSEPHINE ABBOUD, TODD GRAGES, TRACY MADDEN-MCMAHON, DAVID BURD, AND BRETT RICHMOND ARE KEY EMPLOYEES FOR THE NEBRASKA METHODIST HEALTH SYSTEM. THESE INDIVIDUALS HAVE ASSIGNED LEADERSHIP ROLES WITH NEBRASKA METHODIST HOSPITAL, PHYSICIANS CLINIC, NEBRASKA METHODIST HOSPITAL FOUNDATION, JENNIE EDMUNDSON MEMORIAL HOSPITAL, AND METHODIST FREMONT HEALTH RESPECTIVELY. THESE INDIVIDUALS ARE PAID BY NEBRASKA METHODIST HEALTH SYSTEM THROUGH A COMMON PAYMASTER ARRANGEMENT AND REPORT TO THE PRESIDENT OF THE NEBRASKA METHODIST HEALTH SYSTEM. FOR THIS REASON, THEY ARE REPORTED ON THE NEBRASKA METHODIST HEALTH SYSTEM FORM 990 AS KEY EMPLOYEES. JEFF FRANCIS, VICE PRESIDENT OF FINANCE AND CFO OF NEBRASKA METHODIST HEALTH SYSTEM, IS A FULL TIME EMPLOYEE OF NEBRASKA METHODIST HEALTH SYSTEM INC. HIS AVERAGE HOURS PER WEEK HAVE BEEN ALLOCATED AMONG THE ENTITIES THAT COMPRISE THE NEBRASKA METHODIST HEALTH SYSTEM. FORM 990, PART XI, LINE 9: MINIMUM PENSION LIABILITY ADJUSTMENT -18,998,579. CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF THE FOUNDATION 17,843,467. CHANGE IN INVESTMENT IN SUBSIDIARIES 159,976,392. EQUITY TRANSFER TO AFFILIATES 114. NEBRASKA METHODIST HOSPITAL 8303 DODGE STREET OMAHA NE 68114 470376604 LICENSED HOSPITAL NE 501(C)(3) L3 NEBRASKA METHODIST HEALTH SYSTEM 1 NEBRASKA METHODIST HOSPITAL FOUNDATION 825 S 169TH STREET OMAHA NE 68118 470595345 SUPPORT OF NEBRASKA METHODIST HOSPITAL NE 501(C)(3) L7 NEBRASKA METHODIST HEALTH SYSTEM 1 NEBRASKA METHODIST COLLEGE OF NURSING & ALLIED HEALTH 825 S 169TH STREET OMAHA NE 68118 470724387 NURSING AND HEALTH EDUCATION FACILITY NE 501(C)(3) L2 NEBRASKA METHODIST HOSPITAL 0 JENNIE EDMUNDSON MEMORIAL HOSPITAL 933 E PIERCE STREET COUNCIL BLUFFS IA 51503 420680355 LICENSED HOSPITAL IA 501(C)(3) L3 NEBRASKA METHODIST HEALTH SYSTEM 1 JENNIE EDMUNDSON MEMORIAL HOSPITAL FOUNDATION 933 E PIERCE STREET COUNCIL BLUFFS IA 51503 421439454 SUPPORT OF JENNIE EDMUNDSON MEMORIAL HOSPITAL IA 501(C)(3) L7 JENNIE EDMUNDSON MEMORIAL HOSPITAL 0 PHYSICIANS CLINIC INC 825 S 169TH STREET OMAHA NE 68118 470687317 CLINICAL HEALTH CARE NE 501(C)(3) L10 NEBRASKA METHODIST HEALTH SYSTEM 1 NEBRASKA METHODIST HEALTH SYSTEM SELF INSURANCE TRUST 825 S 169TH STREET OMAHA NE 68118 363699672 INSURANCE NE 501(C)(3) L12: III-FI NEBRASKA METHODIST HEALTH SYSTEM 1 REAL ESTATE HOLDINGS 825 S 169TH STREET OMAHA NE 68118 470649790 PROPERTY MANAGEMENT NE 501(C)(2) N/A NEBRASKA METHODIST HEALTH SYSTEM 1 METHODIST FREMONT HEALTH 450 E 23RD STREET FREMONT NE 68025 831362276 LICENSED HOSPITAL NE 501(C)(3) L3 NEBRASKA METHODIST HEALTH SYSTEM 1 FREMONT HEALTH CLINIC 450 E 23RD STREET FREMONT NE 68025 470717207 CLINICAL HEALTH CARE NE 501(C)(3) L10 NEBRASKA METHODIST HEALTH SYSTEM 0 SHARED SERVICE SYSTEMS INC & SUBSIDIARY 825 S 169TH STREET OMAHA NE 68118 470649534 MEDICAL SUPPLY DISTRIBUTION & LAUNDRY NE NEBRASKA METHODIST HEALTH SYSTEM C 13993381 29664108 1.00000 1 METHODIST HEALTH PARTNERS 825 S 169TH STREET OMAHA NE 68118 470797563 MANAGED CARE CONTRACTING NE NEBRASKA METHODIST HEALTH SYSTEM C 2702599 21506968 1.00000 1 FREMONT HEALTH PARTNERS 450 E 23RD STREET FREMONT NE 68025 460735043 MANAGED CARE CONTRACTING NE NEBRASKA METHODIST HEALTH SYSTEM C 267661 1.00000 1 HEALTH CHOICE OF NEBRASKA 450 E 23RD STREET FREMONT NE 68025 470783732 MANAGED CARE CONTRACTING NE NEBRASKA METHODIST HEALTH SYSTEM C 3 16003 1.00000 1 1 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 1 METHODIST HEALTH PARTNERS O 413426 CASH METHODIST HEALTH PARTNERS A 26160 FMV SHARED SERVICE SYSTEMS L 1419000 BOOK PHYSICIANS CLINIC INC A 147582 FMV PHYSICIANS CLINIC INC O 2844894 BOOK PHYSICIANS CLINIC INC L 18981994 BOOK PHYSICIANS CLINIC INC R 43978981 BOOK NEBRASKA METHODIST HOSPITAL L 21086680 BOOK NEBRASKA METHODIST HOSPITAL A 254931 BOOK NEBRASKA METHODIST HOSPITAL S 43978981 BOOK NEBRASKA METHODIST HOSPITAL FOUNDATION L 1166004 BOOK NEBRASKA METHODIST HOSPITAL FOUNDATION P 2392512 BOOK JENNIE EDMUNDSON MEMORIAL HOSPITAL L 13946742 BOOK NEBRASKA METHODIST HOSPITAL FOUNDATION B 154526 BOOK NEBRASKA METHODIST HOSPITAL FOUNDATION C 215695 BOOK NEBRASKA METHODIST HOSPITAL 825 S 169TH STREET OMAHA NE 68118 470376604 X 0 27243 27243 567226770 567254013 1000000 250000 0 0 0 NEBRASKA METHODIST HEALTH SYSTEM 825 S 169TH STREET OMAHA NE 68118 470639839 X 0 48000 48000 83920119 83968119 1000000 250000 0 0 0 METHODIST FREMONT HEALTH 825 S 169TH STREET OMAHA NE 68118 831362276 X 0 3729 3729 114468765 114472494 1000000 250000 0 0 0