2021-05-17T18:32:59-07:00 2020-06-30 990 2019-07-01 742044647 NATIONAL JEWISH HEALTH NATI 3033884461 1400 JACKSON STREET DENVER CO 80206 Christine Forkner Chief Financial Officer 3033981004 2021-05-17 2019 2022-09-23 18:48:47Z Christine Forkner 1400 Jackson Street Denver CO 80206 389534724 0 X www.njhealth.org X 1978 CO National Jewish Health's mission since 1899 is to heal, discover and educate as a preeminent healthcare institution. We serve by providing the best integrated and innovative care for patients and their families; by understanding and finding cures for the diseases we research; and, by educating and training the next generation of healthcare professionals to be leaders in medicine and science. 49 48 2093 109 4688691 228845 96842809 108627662 192033726 214777369 10062746 7892880 -737241 236169 298202040 331534080 0 0 0 0 165637423 171557016 300840 311400 9152909 118171664 142119143 284109927 313987559 14092113 17546521 304229000 349926000 77425000 110773000 226804000 239153000 National Jewish Health's mission since 1899 is to heal, discover and educate as a preeminent healthcare institution. We serve by providing the best integrated and innovative care for patients and their families; by understanding and finding cures for the diseases we research; and, by educating and training the next generation of healthcare professionals to be leaders in medicine and science. 0 0 190295364 0 193731998 National Jewish Health is a nationally recognized, academic medical center with specialized expertise in the evaluation and management of respiratory, cardiac, allergic and immunologic diseases. National Jewish Health serves as a referral center for patients across the United States, particularly for those patients with diseases that are exceptionally difficult to diagnose and/or treat. National Jewish Health provides care to adult and pediatric patients on both an inpatient and outpatient basis and offers a comprehensive spectrum of clinical services. Clinical services include but are not limited to: pulmonary, critical care and sleep medicine, allergy /immunology, occupational and environmental health sciences, cardiology, pulmonary, hypertension, rheumatology, gastroenterology, infectious disease and mycobacterial infections, cystic fibrosis, neurology, neuromuscular medicine and ALS, thoracic surgery, otolaryngology and oncology. In the fiscal year ended June 30, 2020, National Jewish Health provided over 98,200 outpatient visits. Additionally, our physicians provided over 22,779 inpatient encounters, primarily critical care services, pulmonary consultative service and hospitalist services, at multiple facilities across metropolitan Denver, including the National Jewish Health main campus. Our patients come from virtually every state across the United States, with residents from our Colorado community constituting the largest single group. National Jewish Health was founded under the motto, "None may enter who can pay; None can pay who enter." While today, National Jewish Health accepts paying patients, we still provide significant amount of charity care and offer all appointments on a first come, first serve basis regardless of the ability to pay. National Jewish Health has adapted its clinical programs to meet the unique needs of SARS CoV-2, adding clinical testing on multiple platforms as well as dedicating multi-disciplinary clinics for patients suffering and recovering from COVID. National Jewish Health has partnered with local hospitals to provide a combined state of the art Outpatient Clinic and Impatient care setting. 68834977 0 4082000 National Jewish Health receives various types of grants. In addition to the above, National Jewish Health received $57,239,343 of funding through grants which are included in Part VIII (revenues), line 1e. This includes NIH grants of $42,736,978. National Jewish Health conducts extensive basic, translational and clinical biomedical research. In addition to translational research programs in its areas of clinical specialties, National Jewish Health conducts research in basic immunology, genetics, proteomics, cell biology, signal transduction, structural biology, cancer biology, and oxidant biology. Research activities have resulted in a number of scientific discoveries that have improved care for patients worldwide. National Jewish Health was awarded several grants at the onset of COVID-19 to study and identify emerging SARS-CoV-2 strains and their effect on severity of COVID-19 illnesses. Funds for National Jewish Health's research are provided by grants from private and governmental agencies which include the National Institute of Health (NIH), the Department of Defense (DOD), National Science Foundation (NSF) and charitable contributions from private industry. 12540127 0 589675 National Jewish Health is the nations' largest nonprofit provider of phone-based commercial tobacco cessation services, delivering evidence-based, personalized telephone and online coaching programs in 20 states and for more than 120 health plans, employer groups and wellness companies. The state grant contract revenue of $13,242,323 is included in Part VIII, line 1e, while the rest of the revenue is reported in section 4c above. Since the development of our Quitline program in 2002, we have assisted more than 2.0 million people with their quit attempts. We leverage emerging research and some of the industry's most prominent thinkers to continually adapt and improve our program in order to meet the needs of our clients and participants. The Quitline program follows the best practices and industry standards published by the Centers for Diseases Control and Prevention (CDC) and North American Quitline Consortium (NAQC). Our protocols are research- and evidence -based. The Quitline is staffed by more than 90 professionals who are devoted to commercial tobacco use prevention and cessation. Our Tobacco Cessation Coaches (Coaches) undergo rigorous training that enables them to tailor their coaching services based on participant needs using our proven-successful coaching model. For each person who reaches out to the Quitline for help, we immediately engage them in their quit journey to foster success, and our results demonstrate our proven track record. Our surveys, conducted by an independent third party, show that individuals who receive our evidence-based coaching services and use cessation medications have a 37% tong-term quit rate, one of the best quit rates in the nation. 5069372 0 11621837 National Jewish Health provides other programs and services such as professional education for medical professionals, specialized physicians services to local hospitals, and shares its expertise regarding specialized diagnostic techniques and treatment protocols with two other hospital's respiratory institutes. In support of its activities during the COVID-19 pandemic, National Jewish Health was the recipient of $3 million from the CARES Act and that amount is recognized in 4d. 5069372 0 11621837 276739840 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 1 1 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 0 0 1 354 0 1 2093 1 1 1 0 0 0 0 1 1 0 0 0 0 1 0 X 49 48 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 AL AR CA FL GA IL KS MA MD MI MN MS NC NH NJ NM NY OK OR PA RI SC TN UT VA WI WV X X Christine K Forkner 3033884461 1400 JACKSON STREET DENVER CO 80206 Michael Salem MD President and CEO, BOD member 50 0 X X 2428797 0 0 Greg Downey MD EVP Academic Affairs 50 0 X 1069264 0 0 Christine K Forkner EVP Corp Affairs and CFO, Ass't Treasurer 50 0 X 707712 0 0 Glenn Hirsch MD Division Chief Cardiology/Professor 50 0 X 624665 0 0 Steven Frankel MD COO and EVP of Clinical Affairs 50 0 X 591854 0 0 Pamela L Zeitlin MD Chair, Department of Pediatrics 50 0 X 584738 0 0 Richard Martin MD Professor 50 0 X 551964 0 0 Jeffery King MD Division Chief Gastroenterology 50 0 X 547629 0 0 Robert S Kantor MD Sr MD/Faculty Member/ 50 0 X 503674 0 0 Lisa Tadiri VP Development 50 0 X 502932 0 0 Raphael Sung MD Asst Professor/Track II 50 0 X 494274 0 0 Ron Berge Former EVP and COO 50 0 X 493885 0 0 Debra Dyer MD Chair Dept of Radiology 50 0 X 460218 0 0 Irina Petrache MD Division Chair Pulmonology / Professor 50 0 X 418971 0 0 Sarah Walker VP Chief Administrative Officer 50 0 X 390591 0 0 Philippa Marrack Phd Chair Dept. of Immunology and Genomic Medicine 50 0 X 378509 0 0 Carrie Horn MD Chief Medical Officer 50 0 X 369075 0 0 Kevin Brown MD Chair, Department of Medicine 50 0 X 366744 0 0 Erwin Gelfand Former Chair Dept of Pediatrics (former Key Employee) 50 0 X 270557 0 0 Jandel Allen-Davis MD Member, BOD 2 0 X 0 0 0 Margaret Sue Allon Member, BOD 2 0 X 0 0 0 Stephen W Arent Lifetime Member, BOD 2 0 X 0 0 0 Richard Baer Member, BOD 2 0 X 0 0 0 Geoffrey Barker Member, BOD 2 0 X 0 0 0 Jim Berenbaum Member, BOD 2 0 X 0 0 0 Norman Brownstein Member, BOD 2 0 X 0 0 0 Robin Chotin Vice Chair and Secretary, BOD 2 0 X 0 0 0 Warren Cohen Member, BOD 2 0 X 0 0 0 R Stanton Dodge Member, BOD 2 0 X 0 0 0 David Engleberg Member, BOD 2 0 X 0 0 0 Brad Farber Member, BOD 2 0 X 0 0 0 Daniel Feiner Member, BOD 2 0 X 0 0 0 Michael Feiner Member, BOD 2 0 X 0 0 0 Thomas Gart Member, BOD 2 0 X 0 0 0 Lawrence Gelfond Lifetime Member, BOD 2 0 X 0 0 0 Roger Gibson Member, BOD 2 0 X 0 0 0 Stephen Glauser Member, BOD 2 0 X 0 0 0 Robin Hickenlooper Member, BOD 2 0 X 0 0 0 A Barry Hirschfeld Member, BOD 2 0 X 0 0 0 Lydia Jumonville Member, BOD 2 0 X 0 0 0 Lewis Kling Member, BOD 2 0 X 0 0 0 Steven Kris Member, BOD 2 0 X 0 0 0 James Kuhn Member, BOD 2 0 X 0 0 0 Bradley Levin Member, BOD 2 0 X 0 0 0 Connie G McArthur Member, BOD 2 0 X 0 0 0 Bonnie Mandarich Member, BOD 2 0 X 0 0 0 Marvin Moskowitz Member, BOD 2 0 X 0 0 0 Brian Parks Member, BOD 2 0 X 0 0 0 Kathryn A Paul Member, BOD 2 0 X 0 0 0 John Reilly MD Member, BOD 2 0 X 0 0 0 Blair Richardson Chair, BOD 2 0 X 0 0 0 Eddie A Robinson Lifetime Member, BOD 2 0 X 0 0 0 Meyer M Saltzman Lifetime Member, BOD 2 0 X 0 0 0 Richard Schierburg Member, BOD 2 0 X 0 0 0 Michael K Schonbrun Member, BOD 2 0 X 0 0 0 Martin Semple Member, BOD 2 0 X 0 0 0 Donald Silversmith Vice Chair, BOD 2 0 X 0 0 0 Marc D Steron Member, BOD 2 0 X 0 0 0 Burton Tansky Member, BOD 2 0 X 0 0 0 Debra Tuchman Member, BOD 2 0 X 0 0 0 Daniel Yohannes Member, BOD 2 0 X 0 0 0 Evan H Zucker Vice Chair, BOD 2 0 X 0 0 0 Ross S Chotin Member, BOD 2 0 X 0 0 0 Steven C Demby Member, BOD 2 0 X 0 0 0 Charles Gwirtsman Member, BOD 2 0 X 0 0 0 Stephen B Siegel Member, BOD 2 0 X 0 0 0 Wendy M Siegel Member, BOD 2 0 X 0 0 0 11756053 0 0 219 1 1 0 Dimassimo 220 E 23rd Street 2nd Floor New York NY 10010 Advertising and Professional Fees 2408526 Siemens Medical Solutions USA Inc 51 Valley Stream Pkwy Malvern PA 19355 Equipment Maintenance Contract 1448327 HSS MAIN PO BOX 17033 Denver CO 80217 Security Support 1005622 ARUP Laboratories MAIN PO Box 27964 Salt Lake City UT 84127 Lab Services 547831 Mindset Direct 12110 Sunset Hills Rd 600 Reston VA 20190 Fundraising Servicses 1056821 34 70398 0 5564582 0 64597666 38395016 1707254 108627662 Clinical Inpatient and Outpatient 622000 198220566 193731998 4488568 0 Research 541700 4082000 4082000 0 0 12474803 12274680 200123 0 214777369 1743474 0 0 1743474 0 0 0 0 111436 0 0 111436 14336 0 0 0 14336 0 14336 0 0 14336 62446893 7906 56305393 0 6141500 7906 6149406 0 0 6149406 523698 5564582 1695251 -1171553 0 -1171553 0 0 0 0 0 0 0 0 0 0 0 0 Cafeteria 722212 560155 0 0 560155 School - for children who are patients 611110 663843 0 0 663843 Gift Shop 453220 57952 0 0 57952 0 0 0 0 1281950 331534080 210088678 4688691 8129049 0 0 0 0 0 0 0 0 8469405 4239373 3727100 502932 0 0 0 0 136905443 119068606 14183436 3653401 4993074 4342547 517284 133243 11991390 10056279 1375675 559436 9197704 7999374 952884 245446 0 0 0 0 549478 241175 264637 43666 257368 0 257368 0 143226 0 143226 0 311400 311400 500860 0 500860 0 12633798 11188850 1065652 379296 3350662 2931031 77167 342464 4885328 2640407 649730 1595191 4580133 4125663 270338 184132 0 0 0 0 6551348 4950445 904455 696448 1011998 772752 70269 168977 0 0 0 0 996934 819170 72908 104856 1228768 1070248 119935 38585 0 0 0 0 9016576 8210387 804009 2180 796566 0 796566 0 Medical and drug supplies 72569762 71816743 752910 109 Central supply and distribution for medical supplies 0 1467665 -1467665 0 Collaborative research agreements 11079877 11079877 0 0 UBIT 990T 238796 238796 0 0 11727665 9480452 2056066 191147 313987559 276739840 28094810 9152909 1565000 1033000 2762000 25092000 38369000 38341000 27442000 39664000 0 0 0 0 0 0 2694000 2771000 2924000 2653000 222440000 129249000 71787000 93191000 123701000 117042000 14400000 23374000 0 0 900000 600000 17685000 6165000 304229000 349926000 29265000 24166000 0 0 4541000 941000 25337000 22972000 0 0 0 0 4711000 26009000 0 0 13571000 36685000 77425000 110773000 X 87606000 91391000 139198000 147762000 226804000 239153000 304229000 349926000 17546521 -5197521 0 0 0 0 X 0 1 X 1 1 1 X 78414411 69874044 87689538 96842809 108627662 441448464 0 0 0 0 0 0 0 0 0 0 0 0 78414411 69874044 87689538 96842809 108627662 441448464 441448464 3019035 3756464 4152487 5439979 1869246 18237211 564408 497343 909687 262278 229845 2463561 1145265 1474116 720398 1243015 1281950 5864744 468013980 210088678 0.94324 0.92397 X Schedule A, Part II, Line 10 National Jewish Health, a 170(b)(1)(A)(iii) organization and 501(c)3 is not required to complete this portion of Schedule A. National Jewish Health is voluntarily completing the schedule in order to qualify for Special Rule Reporting regarding Schedule B. As such National Jewish will be required to report contributions over 2% of total contributions for FY20 (Part VIII line1) on Part B. Qualifying contributions have been attached on Schedule B for FY20 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 143226 0 0 143226 0 Schedule C, Part II-B, Line 1 National Jewish Health is continually expanding its research programs. To assist in this goal, representatives of National Jewish Health identify potential sources of funding, then market and promote National Jewish Health research scientists and programs as worthy recipients of these funds. The marketing efforts, both state and nationwide, can include working with the various congressional representatives and agencies that oversee research funding. National Jewish Health also uses lobbyists to lobby congressional representatives on healthcare issues with impact on the health care of our patients. National Jewish Health is a member of the Colorado Hospital Association (CHA) who represents over 100 hospitals and health systems throughout Colorado. As a member, National Jewish Health benefits from CHA's many resources and from their advocacy and representation at the state and federal level. National Jewish Health is also a member of the American Hospital Association (AHA) who serves as an advocate for its' members and acts as a conduit through which hospitals share best practices. 110149000 9136000 1524000 0 10078000 0 110731000 105021560 3969462 4457130 0 3298900 0 110149252 101232000 9107000 5983000 0 11301000 0 105021000 90198000 10875000 10448000 0 10289000 0 101232000 89280000 6715000 -2154000 0 3643000 0 90198000 0.4667 0.5113 0.022 0 0 0 13071000 13071000 0 103756000 60411000 43345000 0 0 0 0 0 83716000 68742000 14974000 0 21897000 96000 21801000 93191000 0 0 Alternative Investments 23374000 F 23374000 448000 Related Party Liabilities 803000 Split Interest Liability, ST 1527000 Split Interest Liability, LT 8665000 Estimated 3rd Party Payor Settlements 6649000 Refundable Advances - Conditional Contrib 16099000 Other Liabilities 2494000 36685000 325836220 -5197000 0 0 0 -5197000 331033220 500860 0 500860 331534080 313486699 0 0 0 0 0 313486699 500860 0 500860 313987559 Schedule D, Part V, Line 4 National Jewish Health Endowment funds are used to support our mission. Many funds are restricted by the donor for purposes such as immunology research, indigent care, fellowships and faculty support. Unrestricted funds are used for the area of greatest need as established by the Board of Directors. Schedule D, Part XI, Line 2a The Balance Sheet on the tax return is reported rounded to the nearest thousand while the Statement of Revenue for this return are reported to the nearest dollar. This reporting method results in a rounding adjustment to the Reconciliation of Revenue reported in Part XI. X X X X X X X 1 Mindset Direct 12110 Sunset Hills Road Suite 600 Reston VA 20190 Mindset Direct provided account strategy and production management services for the fiscal year ended June 30, 2020. Additional fundraising expenses are paid to Mindset Direct for printing, postage, letter shop work, etc. based on the contract terms. These fees totaled $727,979 for the same period and were listed separately on each invoice. 0 1976649 311400 1665249 1976649 311400 1665249 AK AL AR CA CO CT FL GA IL KS KY MA MD ME MI MN MO MS NC ND NH NJ NM NV NY OH OK OR PA RI SC TN UT VA WA WI WV Beaux Arts Ball 2085013 1946263 138750 0 0 119300 203912 109500 168526 NY Real Estate Dinner 2283773 2108773 175000 0 0 44495 203622 60000 196758 13 1719495 1509547 209948 0 0 224121 81437 64750 218830 6088281 5564583 523698 0 0 387916 488971 234250 584114 1695251 -1171553 1 1 0 1 X 1 1 0 1 1 83785 0 83785 0.0003 26783252 21687449 5095803 0.0162 781808 207272 574536 0.0018 0 0 27648845 21894721 5754124 0.0183 2829472 742858 2086614 0.0066 3654573 0 3654573 0.0116 4927386 1878239 3049147 0.0097 81322962 63364160 17958802 0.0572 17720 0 17720 0.0001 0 0 92752113 65985257 26766856 0.0852 0 0 120400958 87879978 32520980 0.1035 1 1224211 0 37196759 62933066 -25736307 X 1 1 1 1 National Jewish Health 1400 Jackson Street Denver CO 80206 www.njhealth.org 0104MU X X X National Jewish Health 1 0 0 1 X X X X X X X X X 19 1 0 0 1 X https://www.njhealth.org/NJH/media/pdf/2016-Community-Health-Needs-Assessment.pdf 1 19 1 https://www.nationaljewish.org/NJH/media/pdf/NJH-CHNA-2019.pdf 0 0 1 X 0 400 X X X X X 0 1 X X X 1 X www.njhealth.org X www.njhealth.org X www.njhealth.org X X X X X X X 1 X 0 X X X X 0 X X 0 0 Schedule H, Part V, Section B, Line 5-National Jewish Health joined with Saint Joseph Hospital and the Denver Department of Public Health and Environment to conduct two focus groups of community stakeholders to provide input on the CHNA process. The first was held at Metro Caring with participants recruited by Metro Caring staff through their day-to-day operations. The second group was held at Saint Joseph Hospital with community members recruited through a Saint Joseph Hospital satellite clinic primarily serving low-income expectant mothers and their families and were primarily of Hispanic origin. The following organization were also surveyed: Early Child Pediatrics, Denver Health Community Health Clinics-Family Medicine and Pediatrics, 2040 Partners for Health, Clincia Tepeyac, STRIDE Community Health Center, and Salud Family Health Centers. Schedule H, Part V, Section B, Line 11-National Jewish Health leadership has chosen to direct its time, resources, and extraordinary expertise to address these specific areas: Pediatric Asthma, Education, and Access to Specialty Care. National Jewish Health is addressing Pediatric Asthma through extending hours into evenings and Saturdays, adding more faculty and staff to care for more children, and adding more locations in Denver and beyond. National Jewish Health is providing education to patients and their families on how to manage asthma and other respiratory diseases through providing active training programs to health care professionals, expanding access to patient education classes and support groups, increasing resources available at the onsite and online library which contains 200 MedFacts, TestFacts, and instructional videos on topics such as inhaler technique and "What is COPD?". National Jewish Health also operates a free K-8 school for up to 90 chronically ill children on the organization's main campus. The school teaches predominantly low-income and minority students and their families about how to manage their diseases, provides onsite highly skilled health care professionals to provide a safe learning environment, while the students fully participate in a full schedule of academic studies. The program helps them catch up on lost ground caused by absences as a result of their asthma and other chronic diseases. National Jewish Health is addressing long-term access to Specialty Care by constructing a five-story Center for Outpatient Health, changing to Epic for electronic health records, installing a new audiovisual system to facilitate more effective delivery of education internally and with external institutions. National Jewish Health is also developing a program for amyotrophic lateral sclerosis patients and expanding both its scleroderma and other pulmonary programs. Schedule H, Part V, Section B, Line 14-National Jewish Health has full and plain language FAP includes the items used for eligibility criteria; Federal Poverty Guidelines and liquid assets. The result of the formula "Liquid Assets (less a $2,500 allowance per family member) at a minimum of -0- + annualized income - annualized medical expenses (including health insurance premiums) "is compared to the FPG levels to determine the discount % allowed. The chart is included with the FAP plan summary on the National Jewish Health website (njhealth.org). This discount % is applied to the self-pay portion of the charges and that amount is deducted from the patient balance. Schedule H, Part V, Section B, Line 16g-National Jewish Health When patients inquire about financial assistance at various admission locations, the personnel refer them to the Financial Counselor's Office in the main admissions area. The counselors discuss the various assistance programs (including Medicaid, CICP, and the National Jewish Financial Assistance Program), pre-screen patients, and help them prepare applications. National Jewish Health FAP plain language paper copies are located in the Financial Counselor's office. Phone numbers and the url to the website are on the patient private pay bills and signs are displayed in the admission area. Schedule H, Part V, Section B, Line 16j-National Jewish Health has a team dedicated to community outreach. This team meets with safety net clinics and members of the community at large to raise awareness of our clinical services and the financial assistance that we provide. To ensure that we are meeting the needs of our community and to raise awareness of the financial assistance we offer, we have meetings with civic groups, safety net clinics and community leaders. National Jewish Health physicians also provide care at safety net clinics and at hospitals throughout the area helping raise awareness of the clinical programs and financial assistance National Jewish Health provides. 2 National Jewish Health South Denver 499 East Hampden Ave Suite 300 Englewood CO 80113 Adult Speciality Outpatient Clinic National Jewish Health Highlands Ranch 8671 South Quebec Street Suite 120 Highlands Ranch CO 80130 Adult and Pediatric Speciality Outpatient Clincic Schedule H, Part I, Line 3c National Jewish Health is a voluntary participant in the Colorado Indigent Care Program (CICP) and has modeled their Financial Assistance Policy after the program. Pursuant to CICP guidelines, patients pay a minimal co-pay for care. National Jewish Health believes charging a minimal co-pay causes patients to be a full participant in their healthcare plan. For the National Jewish Health Financial Assistance program (FAP) National Jewish Health reviews income and liquid asset levels to determine patient financial need and discounts. Liquid assets (less an allowance based on family size) are added to annualized income (less annual medical expenses) to compare to the FPG. Through this formula National Jewish Health take into account medical indigence. Schedule H, Part I, Line 7 National Jewish Health conducts an annual study to determine the costs of all major programs. Through this study, which allocated specific costs across major programs, we determine the cost of clinical care. This ratio is multiplied by the total bad debt charges to determine cost. It is the same methodology used to determine cost of free and reduced care. National Jewish Health classifies accounts as bad debt at the end of the collection cycle once contractual adjustments, financial assistance, and payments have been applied. An account is considered bad debt after all reasonable collection efforts have been made. Schedule H, Part III, Section A, Line 2 The bad debt on line 2 is calculated at a cost to charge ratio, so is listed at an estimated cost lost. All accounts written off for private pay or underinsured patients who are determined to be uncollectible are considered implicit price concessions since we accept patients regardless of their ability to pay. The amount listed in line 2 is actually a reduction to gross revenue on our audited financial statements- as a price concession to reach net revenue. The note discussing Patient Revenue includes all related information and is on page 15-17 of our audited financial statements. Schedule H, Part III, Section A, Line 4 With FASB new revenue recognition 605 and 606, revenue is recorded net of price concession, including bad debt. Bad debt is not reported on the financial statements, except when financial positions change for patients after their date of service. Financial Bad Debt was -0- for FY20 so as such there was no footnote. Schedule H, Part III, Section B, Line 8 National Jewish Health is committed to providing specialty care to seniors. Patients benefit from extensive time with their healthcare providers, multi-specialty care focused on the whole patient, comprehensive patient education, rehabilitation and thorough diagnostic work-ups and treatments. This care is expensive and many aspects of it are not reimbursed adequately from Medicare. Many patients come to us as a last resort. The ability to access our care without regard to the limitations of insurance is an important benefit to these patients and to their community. Schedule H, Part III, Section C, Line 9b National Jewish Health screens for financial assistance policy (FAP) eligibility for 240 days after the first self-pay balance statement. During the first 120 days National Jewish Health collects on all accounts (excluding extraordinary collection practices) - until a patient applies for financial assistance. If they are found eligible, the discount is calculated and applied, the balance due is determined and normal collection practices resume for the remaining balance. During the last 120 days, if a patient applies for National Jewish Health financial assistance, all collection efforts (including any extraordinary collection practices) are suspended. If the patient is determined to be FAP eligible, any extraordinary collection efforts are reversed, the discount is calculated and applied, the balance due calculated, and normal collection efforts are resumed for this balance. Schedule H, Part VI, Line 2 National Jewish Health scrutinized published health data, held community input sessions, surveyed community health providers and consulted with our own faculty, who have extensive contacts and experience with the community, to understand the outstanding health needs of residents in our community. Schedule H, Part VI, Line 3 National Jewish Health maintains a financial counseling department designed to help patients obtain needed assistance. The counselors inquire about financial need and educate patients on the various assistance programs available to them, including National Jewish's own financial assistance program and the Colorado Indigent Care Program. The counselors are available to assist patients in applying for need based on programs and in establishing payment plans and options. Schedule H, Part VI, Line 4 As a specialty hospital, National Jewish Health serves a very diverse community. The main National Jewish Health campus is located in a central Denver neighborhood at 1400 Jackson St. Adult and pediatric patients come to National Jewish from the local community as well as from throughout the state and nationally. As the only specialized hospital dedicated to Respiratory, Cardiac and Immunologic in the world, tobacco addiction is an important contributor to the disease burden of our patients. National Jewish Health operates tobacco cessation programs for the Denver community and 20 other states. Schedule H, Part VI, Line 5 National Jewish Health invests significant resources in meeting the healthcare needs of our community. Since our founding over 120 years ago, when National Jewish Health was a free hospital for the care of indigent TB patients, National Jewish Health has been committed to meeting the medial needs of the under served in the community. National Jewish Health is only one of a handful of outpatient clinics in the area that schedules patients for services on a first come, first served basis regardless of ability to pay. All patients are provided a full scope of diagnostic and therapeutic services without regard to the patient's financial need. Our clinicians serve at multiple locations throughout the state in order to ease access to our services. As a teaching institution, our faculty educates and trains tomorrow's doctors, nurses, and other healthcare staff. Every year, National Jewish Health spends millions of dollars to conduct the full continuum of research from basic science to clinical application. National Jewish Health operates a K-8 school on our campus exclusively for chronically ill children with special medical needs. To our knowledge, it is the only school of its kind on a healthcare campus in the country. Overwhelmingly the students at the school live in poverty and qualify for free or reduced lunches. National Jewish Health offers free lung testing around the country. We subsidize programs throughout the community including an inner city asthma program in the Denver Public Schools, an Asthma Took Kit program for the western slope and a free asthma care and teaching program in the lower income communities of Colorado. As a not-for-profit institution our Board of Directors, all of whom are community leaders, are heavily involved in the direction and strategies of furthering our mission "to heal, to discover, and to educate". On April 8th, 2010, National Jewish Health was unanimously recognized by the Colorado House and Senate for our vital role in serving the health needs of Colorado citizens. In March 2020, Colorado reported its first confirmed case of COVID-19 followed by the Governor of Colorado declaring a disaster emergency with orders closing non-essential businesses, cessation of all elective procedures, and requiring Coloradoans to stay home. In addition to caring for our inpatients, National Jewish Health made significant physical plant and campus adaptations and kept its outpatient clinics open, added telehealth, built outdoor testing and vaccination facilities, expanded inpatient capabilities, added COVID-19 specific clinical programs for children and adults to treat both actively infected and recovering patients, adapted an infusion site for monoclonal antibody therapies, and mobilized teams of critical care physicians to meet the needs of critically ill patients in five hospitals in the front range of Colorado, New York, Los Angeles, Montana and via telehealth to hospitals in five Western states, staffing over 800 intensive care unit beds around the country. Teachers and staff at the Morgridge Academy, National Jewish Health's unique on campus public kindergarten through eighth grade school for chronically ill children quickly adapted to remote learning for the students. National Jewish Health staff also took care of their health needs and repeatedly delivered meals to the students and their families at their homes. Our faculty and staff partnered with multiple non-profit Universities, schools, and school systems to help them open and operate safely. National Jewish Health developed and implemented three high thru-put PCR molecular and two antibody COVID-19 diagnostic testing platforms. In addition to providing drive-thru testing for all Coloradoans on its campus, National Jewish Health performed COVID-19 laboratory testing for public health departments in five states and for several large employer groups and school systems receiving as many as 5,000 tests per day. During the first four months of the pandemic, over 700 broadcast (television and radio) stories and over 200 printed articles reaching an audience of greater than 20 million locally and nationally, featured National Jewish Health expertise about the emerging COVID-19 pandemic, personal protective equipment use and shortages, molecular testing, antibody testing, symptoms and treatment. Additionally, National Jewish faculty stepped up to serve on several state and national advisory committees. Our researchers were highly focused on COVID-19. Over the course of the pandemic, our researchers participated in multiple clinical trials of experimental therapies as well as implemented research programs designed to better understand the mechanisms and potential novel treatments for the virus. X X X X X X 0 0 0 0 0 0 0 0 0 Michael Salem MD President and CEO, BOD member 1099090 0 1260000 0 40000 0 24155 0 5552 0 2428797 0 0 0 Christine K Forkner EVP Corp Affairs and CFO, Ass't Treasurer 380622 0 264007 0 25000 0 24155 0 13928 0 707712 0 0 0 Greg Downey MD EVP Academic Affairs 579337 0 416300 0 39984 0 24155 0 9488 0 1069264 0 0 0 Steven Frankel MD COO and EVP of Clinical Affairs 334438 0 202533 0 16800 0 24155 0 13928 0 591854 0 0 0 Pamela L Zeitlin MD Chair, Department of Pediatrics 348383 0 187200 0 25000 0 24155 0 0 0 584738 0 0 0 Irina Petrache MD Division Chair Pulmonology / Professor 364000 0 0 0 30816 0 24155 0 0 0 418971 0 0 0 Debra Dyer MD Chair Dept of Radiology 342299 0 59276 0 25000 0 24155 0 9488 0 460218 0 0 0 Lisa Tadiri VP Development 267381 0 172468 0 25000 0 24155 0 13928 0 502932 0 0 0 Philippa Marrack Phd Chair Dept. of Immunology and Genomic Medicine 251854 0 102500 0 0 0 24155 0 0 0 378509 0 0 0 Kevin Brown MD Chair, Department of Medicine 299589 0 0 0 43000 0 24155 0 0 0 366744 0 0 0 Glenn Hirsch MD Division Chief Cardiology/Professor 581937 0 0 0 28800 0 0 0 13928 0 624665 0 0 0 Richard Martin MD Professor 280550 0 223150 0 24000 0 24155 0 109 0 551964 0 0 0 Jeffery King MD Division Chief Gastroenterology 471546 0 0 0 38000 0 24155 0 13928 0 547629 0 0 0 Robert S Kantor MD Sr MD/Faculty Member/ 445769 0 0 0 33750 0 24155 0 0 0 503674 0 0 0 Raphael Sung MD Asst Professor/Track II 430988 0 0 0 37920 0 19814 0 5552 0 494274 0 0 0 Ron Berge Former EVP and COO 239801 0 183173 0 41184 0 24155 0 5572 0 493885 0 0 0 Erwin Gelfand Former Chair Dept of Pediatrics (former Key Employee) 227459 0 0 0 22066 0 20904 0 128 0 270557 0 0 0 Sarah Walker VP Chief Administrative Officer 266178 0 73130 0 13200 0 24155 0 13928 0 390591 0 Carrie Horn MD Chief Medical Officer 258674 0 53318 0 19000 0 24155 0 13928 0 369075 0 0 0 A Colorado Health Facilities Authority 840752932 196474V98 2005-01-20 13500000 Construction of a clinical and research facility 0 0 0 B Colorado Health Facilities Authority 840752932 19648AXX8 2012-03-20 28176276 Refunding of the Series 1998 and 1998B CHFA Bonds dated 4/1/98 and 11/1/98, respectively 0 0 0 A 1800800 0 13500000 782800 0 0 225000 15000 0 12447200 0 0 2007 0 0 1 1 B 0 0 28176276 2704750 0 0 466581 0 0 0 25004945 0 1 0 1 1 A 0 0 0 1 0 0.0053 0 0.0053 0 0 0 A 0 0 0 1 1 0 0 0 0 B 0 1 0 1 0 0 0 0 0 A 1 B 1 Schedule K, Part IV, Line 2c-01/20/2005 13,500,000 Colorado Health Facilities Authority Kutak Rock Arbitrage Consulting prepared the report concerning the arbitrage rebate liability on May 27, 2020, which conclude there was no arbitrage rebate liability as of January 20, 2020. The next rebate calculation is January 20,2025. Schedule K, Part IV, Line 2c-03/20/2012 28,176,276 Colorado Health Facilities Authority Kutak Rock Arbitrage Consulting prepared the report concerning the arbitrage rebate liability on March 20, 2017, which conclude there was no arbitrage rebate liability as of March 20, 2017. The next rebate calculation is March 20, 2022. Lisa Cicutto Spouse of EVP of Academic Affairs 145588 Salary 0 X 36 1383254 Fair Market Value X Other - Auction Items 225 324000 Fair Market Value 0 1 0 Schedule M, Part I, Line 9 NJH is reporting the number or contributions column (b) lines 25-28 Form 990, Part VI, Section A, Line 2 The following officers, directors, trustees, or key employees have a family or business relationship with another officer, director, trustee or key employee: Baker, Geoff - business relationship, Brownstein, Norman - business relationship, Dodge, R Statnon - business relationship, Feiner, Michael - business relationship, Isenberg, Christine - business relationship, , Levin, Bradley - business relationship, Parks, Brian - business relationship, Paul, Kathryn - business relationship, Richardson, Blair - business relationship, Robinson, Eddie - business relationship, and Zucker, Evan - business relationship. Form 990, Part VI, Section A, Line 4 National Jewish Health amended their corporate bylaws in FY20. Form 990, Part VI, Section B, Line 11b The form was prepared by the Finance staff and was reviewed by the Director of Finance, EVP/Chief Financial Officer and President/Chief Executive Officer. It was distributed to the Board of Directors prior to issuance. Board members are not required to review the form prior to filing. Form 990, Part VI, Section B, Line 12c National Jewish Health requires all employees and board members to complete a conflict of interest (COI) declaration statement annually. All statements with COI's are reviewed by the Chief Compliance Officer (CCO). The EVP Corporate Affairs is the CCO. When conflicts are present, the CCO develops a plan to either eliminate the conflict or develop a plan to manage the conflict. Conflicts involving the CEO would be taken to the Chairman of the Board for resolution. If the EVP Corp Affairs/CFO had a conflict, it would be resolved by the CEO. Board member conflicts are reviewed by the Audit Committee. Board members with conflicts are asked to recuse themselves from any Board deliberations, decisions, or negotiations related to their conflict. The National Jewish Health conflict of interest policy is available on the National Jewish Health website. Form 990, Part VI, Section B, Line 15 Executive compensation decisions are made by the Compensation Committee of the Board of Directors. The committee relies on the report of an independent compensation consultant which includes independent data for similarly qualified individuals in comparable positions at similarly situated organizations. Contemporaneous documentation is maintained on committee deliberations and decisions. This committee met in September 2018 and decided the compensation package for the Chief Executive Officer. The Executive Vice Presidents were reviewed June 2019. Form 990, Part VI, Section C, Line 19 National Jewish Health's Articles of Incorporation are available to the general public through the Colorado Secretary of State's office. The most recent audited financial statements and other financial statistics are available on the National Jewish Health website and the Municipal Market Access System (EMMA). National Jewish Health does not make its Bylaws available to the public. The National Jewish Health conflict of interest policy is available on the National Jewish Health website. National Jewish Illiquid Asset Holding Company 1400 Jackson Street Denver CO 80206 742044647 Property Holding CO 0 0 N/A NJH SJH INC 500 Eldorado Blvd Suite 4300 Broomfield CO 80021 471194849 Support combined clinical operations CO 501(c)(3) 12a, I Sisters of Charity of Leavenworth Health System 0 MS NJH Administrative Services LLC Gustave L Levy Place New York NY 10002 Support the two related organizations in treating all forms of respiratory illness. DE 501(c)(3) 12a,I None 0 JH NJH Administrative Services LLC 834 Walnut Street Suite 650 Philadelphia PA 19107 Support the two related organizations in treating all forms of respiratory illness. DE N/A Related 0 0 0.5 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1