2020-07-14T13:07:55-05:00 2019-06-30 KPMG LLP 210 Park Ave Suite 2650 Oklahoma City OK 73102 990 2018-07-01 731034824 INTEGRIS BAPTIST MEDICAL CENTER INC % KATHRYN INGERLY INTE 4059496026 5300 N INDEPENDENCE AVE STE 130 OKLAHOMA CITY OK 73112 DOUGLAS M SMITH EXECUTIVE VP, CFO 4059512736 2020-07-13 true BRITTANY K ELLISER P01284594 4052396411 2020-07-06 199.206.0.5 73017020201965000009 2020-07-14 P 0EAA22B2C3DA13DBE0E7C6D8610A4AA845F8EF4C 0EAA22B2C3DA13DBE0E7C6D8610A4AA845F8EF4C 2018 2021-01-29 14:40:06Z SEE SCHEDULE O TIMOTHY PEHRSON 5300 N INDEPENDENCE AVE OKLAHOMA CITY OK 73112 934056948 false X WWW.INTEGRISOK.COM X 1977 OK TO IMPROVE THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE. 16 10 3178 630 1729386 1332022 1808324 1806833 810381661 908562218 28009206 23534781 305193 0 840504384 933903832 7776935 6958470 0 0 248539614 292064309 0 0 0 520905948 604893950 777222497 903916729 63281887 29987103 1249368788 1342921672 694822215 783115436 554546573 559806236 X TO IMPROVE THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE. false false 756743123 6958470 908562218 SEE SCHEDULE O STATEMENTS 2 THROUGH 5 756743123 true true false false false false false false false false true true false true true false false true false false false false false false false false true true true true true true false false false false false false false false false false true false false false true true true true false false true X 0 0 true 3178 true true true false false false false false false false false false false false X 16 10 true false false false true true true true true false false true true true true true true true true true true OK X KATHRYN INGERLY 4059493085 5300 N INDEPENDENCE AVE STE 130 OKLA CITY OK 73112 X ALVIN BATES DIRECTOR 1.0 0.0 X 0 0 0 LAURA BOYD PHD DIRECTOR 1.0 0.0 X 0 0 0 ALINE BROWN MD DIRECTOR 1.0 0.0 X 34331 0 0 BRYAN GARCIA CHAIRMAN 1.0 0.0 X 0 0 0 BILL HULSE DIRECTOR 1.0 0.0 X 0 0 0 MATTHEW BRITT DIRECTOR 40.0 0.0 X 97763 0 0 ROBERT KELLOGG SECRETARY 1.0 0.0 X 0 0 0 JOHN MATHENA DIRECTOR 1.0 0.0 X 0 0 0 VIVEK KOHLI DIRECTOR 40.0 0.0 X 700732 0 35681 STEPHEN MERRILL DIRECTOR 1.0 0.0 X 0 0 0 JAMES PARRACK CHAIRMAN 1.0 0.0 X 0 0 0 MIKE ROSS DIRECTOR 1.0 0.0 X 0 0 0 JOEY SAGER DIRECTOR 1.0 0.0 X 0 27740 0 JULIE WATSON EX-OFFICIO CHIEF OF STAFF 40.0 0.0 X X 120600 150 0 TIM PEHRSON EX-OFFICIO-PRES/CEO OF IH 1.0 39.0 X X 0 614405 7012 C BRUCE LAWRENCE EX-OFFICIO-PRES THRU JULY 2018 1.0 39.0 X X 0 5512290 20890 DOUGLAS M SMITH CFO OF IH 1.0 39.0 X X 0 0 0 DANIEL DAVIS ASST. TREASURER THRU NOV 2018 1.0 39.0 X 0 1335553 93393 BETH A PAUCHNIK ASST. SECRETARY THRU NOV 2018 1.0 39.0 X 0 2300122 110788 TIM JOHNSEN PRESIDENT IBMC 40.0 0.0 X 712796 0 88833 JOHN ADAMS VICE PRESIDENT 40.0 0.0 X 196923 0 20987 RANDY ASHCRAFT VP/COO ICP 40.0 0.0 X 261925 0 32794 JAMES W LONG PHYSICIAN 40.0 0.0 X 1264584 0 24615 CHERYL PERRY CFO-VP 40.0 0.0 X 252123 0 31837 MELINDA SHIELDS VICE PRESIDENT 40.0 0.0 X 80390 91151 29081 ALY EL BANAYOSY PHYSICIAN/MEDICAL DIRECTOR 40.0 0.0 X 755937 0 29380 DOUGLAS HORSTMANSHOF PHYSICIAN/MEDICAL DIRECTOR 40.0 0.0 X 759219 0 35878 TRUSHAR PATEL PHYSICIAN/MEDICAL DIRECTOR 40.0 0.0 X 657974 0 32763 ABBAS RAZA PHYSICIAN/MEDICAL DIRECTOR 40.0 0.0 X 754236 0 37251 EN SAMARA TRANSPLANT SURGEON/MEDICAL DIR 40.0 0.0 X 655864 0 53218 DAVID R HADLEY FORMER OFFICER 0.0 0.0 X 0 244392 0 7305397 10125803 684401 296 true true false SEE SCHEDULE O GENERAL STATEMENT 1 73767277 73 1806833 1239457 1806833 NET PATIENT REVENUE 621990 886745177 885580797 1164380 JOINT VENTURE INCOME 900099 11065938 10500932 565006 CAFETERIA 900099 5436586 5436586 RENTAL INCOME 531120 1689525 1689525 GIFT SHOP 900099 1299693 1299693 2325299 1421494 903805 908562218 16634794 16634794 0 0 0 0 0 7053103 153116 6899987 6899987 6899987 0 0 0 0 0 0 0 0 0 0 933903832 899192748 1729386 31174865 X 6936470 6936470 22000 22000 0 0 4456746 4456746 0 226606512 226606512 13564504 13564504 31805886 31805886 15630661 15630661 390613 390613 34822 34822 990 990 0 0 0 162416917 15243311 147173606 0 305398 305398 214849760 214849760 0 0 8365506 8365506 705253 705253 0 551403 551403 6566090 6566090 0 24611051 24611051 6658107 6658107 PURCHASED SERVICES 68292592 68292592 0 RIF & RECRUITMENT 56989907 56989907 0 CONTRACT LABOR 25302552 25302552 0 UNRELATED BUS.INCOME TAXES 285000 285000 0 28567989 28567989 903916729 756743123 147173606 0 261614 316771 413438101 548047617 0 0 103217027 120694964 0 0 0 0 12000000 12000000 21216741 25417273 583983 1943319 501614694 320932959 163959766 180681735 0 0 426236455 367291979 7081408 2467346 0 0 101373693 84060668 1249368788 1342921672 137240151 221217813 0 0 0 0 554495605 557794020 0 0 0 0 0 0 0 0 3086459 4103603 694822215 783115436 X 554546573 559806236 0 0 0 0 554546573 559806236 1249368788 1342921672 X 29987103 -24302350 -425090 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2265700 2265700 219159310 116979410 102179900 1489031 1488211 820 261592549 198832189 62760360 17108104 3633149 13474955 180681735 INTEGRIS HEALTH FOUNDATION, 18579852 F INTEREST RECEIVABLE LT NOTE 3573632 F CASH SURRENDER VALUE 934472 F POOLED FUND INVESTMENTS 344204023 F 367291979 RESTRICTED FOR DEBT SERVICE 81118533 PREPAID DEBT EXPENSE 2707135 ESCROWED FUNDS 235000 84060668 0 ASSET RETIREMENT OBLIGATION 3868603 OTHER LONG TERM LIABILITY 235000 4103603 true true X true X true X true true false true true 8887824 8887824 0.00980 91770073 81507261 10262812 0.01140 100657897 81507261 19150636 0.02120 409509 409509 0.00050 7703242 1638315 6064927 0.00670 86400 86400 0.00010 129323 129323 0.00010 8328474 1638315 6690159 0.00740 108986371 83145576 25840795 0.02860 1982 1982 37241 37241 0.01000 27291 27291 66514 66514 0.01000 false 14521701 726085 241774833 258745533 -16970700 X true true SEE SCHEDULE H PART VI 1 1 INTEGRIS BAPTIST MEDICAL CENTER INC 3300 NORTHWEST EXPRESSWAY OKLAHOMA CITY OK 73112 WWW.INTEGRISOK.COM 2297 X X X INTEGRIS BAPTIST MEDICAL CENTER INC 1 false false true X X X X X X X X X 15 true true true true X SEE PART V, SECTION C X X true 15 true SEE PART V, SECTION C false true X 150. 300. X X X true true X X X X true X SEE PART V, SECTION C X SEE PART V, SECTION C X SEE PART V, SECTION C X X X X X X true X false X X X X true X false false SUPPLEMENTAL INFORMATION 1 SCHEDULE H, PART V: INTEGRIS BAPTIST MEDICAL CENTER, INC. (IBMC) IS A MEMBER OF AN INTEGRATED HEALTHCARE DELIVERY SYSTEM (INTEGRIS HEALTH SYSTEM OR SYSTEM) CONTROLLED BY INTEGRIS HEALTH, INC. AS SUCH IBMC FOLLOWS CERTAIN POLICIES AND PROCEDURES ESTABLISHED AT THE SYSTEM LEVEL, MANY OF WHICH ARE DESCRIBED BELOW. SUPPLEMENTAL INFORMATION 2 PART V, SECTION B, LINE 5: PUBLIC HEALTH EXPERTISE WAS UTILIZED WITH EACH FACILITY USING THE OKLAHOMA STATE DEPARTMENT OF HEALTH'S TURNING POINT CONSULTANT. EACH CONSULTANT GAVE THEIR INPUT BASED ON COUNTY DATA AND GAVE THEIR APPROVAL OF THE CHOSEN INDICATORS. THEY ALSO SIGNED IN APPROVAL OF THE OVERALL STRATEGIC PLAN. EACH CONSULTANT HELPED THE INDIVIDUAL COALITIONS PRIORITIZE THEIR COUNTY'S NEEDS BASED ON SEVERAL FACTORS. PUBLIC HEALTH EXPERTS INCLUDE: CENTRAL OKLAHOMA TURNING POINT WELLNESS CHAIR: KEITH KLESZYNSKI IN CONDUCTING THE CHNA, THE HOSPITALS TOOK INTO ACCOUNT INPUT FROM REPRESENTATIVES OF THE COMMUNITY BY SURVEYS, LISTENING SESSIONS, FOCUS GROUPS, AND LOCAL DATA COLLECTION. ETHNICITIES INPUT WAS OBTAINED FROM SURVEYS BY TARGETING POPULATION GATHERING PLACES SUCH AS COMMUNITY CLINIC, CHURCHES, HEALTH DEPARTMENT, HUMAN SERVICES, AFTER SCHOOL PROGRAMS, AND PUBLIC TRANSPORTATION SERVICES. SUPPLEMENTAL INFORMATION 3 PART V, SECTION B, LINE 6A: THE FACILITIES LISTED IN THE METRO AREA USED THE SAME SURVEY, BUT SOME CONTENTS OF THE PLANS WERE CHANGED DUE TO SOME DEMOGRAPHIC ASPECTS OF THE COMMUNITIES (IE LARGE HISPANIC POPULATION, HIGHER SOCIO ECONOMIC FACTORS, ETC). THOSE FACILITIES INCLUDED: INTEGRIS HEALTH EDMOND, INTEGRIS BAPTIST MEDICAL CENTER, LAKESIDE WOMEN'S HOSPITAL, OKLAHOMA CENTER OF ORTHOPEDIC MULTI-SPECIALTY SURGERY, INTEGRIS SOUTHWEST MEDICAL CENTER, AND INTEGRIS CANADIAN VALLEY HOSPITAL. DUE TO THEIR CLOSE PROXIMITY AND GEOGRAPHIC LOCATION, INTEGRIS GROVE HOSPITAL AND INTEGRIS BAPTIST REGIONAL HEALTH CENTER USED THE SAME. INTEGRIS BASS BAPTIST HEALTH CENTER AND INTEGRIS NORTHWEST SPECIALTY HOSPITAL USED THE SAME SURVEY SINCE THEY SHARE THE SAME ZIP CODE. EACH FACILITY PLACED THE ASSESSMENT SURVEY ON THEIR WEB SITE'S HOME PAGE. SUPPLEMENTAL INFORMATION 4 PART V, SECTION B, LINE 6B: OKLAHOMA CITY-COUNTY HEALTH DEPARTMENT SUPPLEMENTAL INFORMATION 5 PART V, SECTION B, LINE 7D: THE CHNA IS WIDELY AVAILABLE TO THE COMMUNITY. THE PLANS WERE ALSO ADDED TO EACH FACILITY'S WEBSITE AND CLEARLY TITLED. THE PLANS WERE ALSO DISTRIBUTED TO ADMINISTRATION, LOCAL BOARDS, AT COMMUNITY FORUMS, COALITIONS, OTHER LOCAL AGENCIES AND ORGANIZATIONS. COPIES OF THE PLAN WERE PLACED IN EACH FACILITY'S ADMINISTRATION OFFICES FOR DISTRIBUTION AS WELL. SUPPLEMENTAL INFORMATION 6 PART V, SECTION B, LINE 11: THE CHNA PROCESS ASSISTED IN DETERMINING AVAILABLE RESOURCES, GAPS IN SERVICES, AND BOTH PERCEIVED AND ACTUAL NEEDS WITHIN THE INTEGRIS SERVICE AREAS. MANY OF THE NEEDS IDENTIFIED WERE COMMON WITHIN THE VARIOUS SERVICE AREAS, INCLUDING ACCESS TO CARE, TOBACCO USE, OBESITY, MENTAL HEALTH AND SUBSTANCE ABUSE. OTHERS, HOWEVER, SUCH AS CHILD ABUSE AND TEEN PREGNANCY, WERE NOT AS PREDOMINANT. THE NEEDS IDENTIFIED BY THE CHNA WERE INITIALLY PRIORITIZED THROUGH COLLABORATION WITH THE LOCAL COMMUNITY COALITIONS. THESE LOCAL PRIORITIZED NEEDS WERE THEN REEXAMINED BY INTEGRIS TO DETERMINE WHICH NEEDS COULD MOST EFFECTIVELY BE IMPACTED BY INTEGRIS THROUGH ADMINISTRATION OF THE DEVELOPED COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP) AND WHICH, IF ANY OF THE REMAINING, WERE CURRENTLY BEING ADDRESSED THROUGH OTHER COMMUNITY RESOURCES AND/OR SERVICES. INTEGRIS OPTED TO CONCENTRATE ON FOUR FOCUS AREAS FOR THE CHIPS IN EACH OF THE SERVICE AREAS-OBESITY, MENTAL HEALTH, ACCESS TO CARE/FOOD INSECURITY, AND TOBACCO-BELIEVING THAT A UNITED EFFORT WOULD ALLOW FOR A SHARING OF RESOURCES, PERSONNEL, PROGRAMS, ETC. AND ENSURE CONSISTENCY IN IMPLEMENTATION AND EVALUATION METHODS, THEREBY INCREASING THE POTENTIAL TO MORE EFFECTIVELY COMBAT THE ISSUES SYSTEM-WIDE. OTHER COMMONLY IDENTIFIED NEEDS SUCH AS DIABETES, HEART DISEASE, AND SUBSTANCE ABUSE THAT ARE ASSOCIATED RISK FACTORS FOR THE PRIMARY FOCUS AREAS ARE ADDRESSED IN ONE OR MORE OF THOSE RESPECTIVE SECTIONS OF THE CHIP. IT WAS DETERMINED THAT THE REMAINING NEEDS THAT WERE HIGHLY PRIORITIZED WITHIN CERTAIN SERVICE AREAS WERE PREVIOUSLY IDENTIFIED AND ALREADY BEING ADDRESSED THROUGH LOCAL AGENCY AND/OR COALITION AND PARTNERSHIP EFFORTS WITHIN THE COMMUNITIES. AS SUCH, INTEGRIS COMMITTED TO PROVIDE SUPPORT AND RESOURCES TO THE COMMUNITY PARTNERS TAKING THE LEAD ON THOSE PARTICULAR ISSUES. SUPPLEMENTAL INFORMATION 7 PART V, SECTION B, LINE 7A AND LINE 10A: HTTPS://INTEGRISOK.COM/ABOUT-INTEGRIS/SERVING-OUR-COMMUNITY/REPORTS SUPPLEMENTAL INFORMATION 8 PART V, SECTION B, LINES 16A, 16B, AND 16C: INTEGRISOK.COM/PATIENT-INFORMATION/FINANCIAL-ASSISTANCE SUPPLEMENTAL INFORMATION 1 SCHEDULE H, PART VI: INTEGRIS BAPTIST MEDICAL CENTER, INC. (IBMC) IS A MEMBER OF AN INTEGRATED HEALTHCARE DELIVERY SYSTEM (INTEGRIS HEALTH SYSTEM OR SYSTEM) CONTROLLED BY INTEGRIS HEALTH, INC. AS SUCH IBMC FOLLOWS CERTAIN POLICIES AND PROCEDURES ESTABLISHED AT THE SYSTEM LEVEL, MANY OF WHICH ARE DESCRIBED BELOW. SUPPLEMENTAL INFORMATION 2 PART I, LINE 6A: INTEGRIS HEALTH, INC., (EIN: 73-1192764), THE PARENT ORGANIZATION OF INTEGRIS BAPTIST MEDICAL CENTER, INC., PRODUCES A CONSOLIDATED COMMUNITY BENEFIT REPORT THAT IS MADE AVAILABLE TO THE PUBLIC. SUPPLEMENTAL INFORMATION 3 PART I, LINE 7: COSTING METHODOLOGY: THE RATIO OF PATIENT CARE COST TO CHARGES IS APPLIED TO THE CHARITY ATTRIBUTABLE TO PATIENT ACCOUNTS TO CALCULATE THE ESTIMATED COST OF CHARITY ATTRIBUTABLE TO PATIENT ACCOUNTS THAT IS REPORTED ON PART 1, LINE 7. DISCOUNTS AND PAYMENTS ON PATIENT ACCOUNTS ARE RECORDED AS AN ADJUSTMENT TO REVENUE, NOT BAD DEBT EXPENSE. SUPPLEMENTAL INFORMATION 4 PART II: COMMUNITY BUILDING ACTIVITIES COMMUNITY-BUILDING ACTIVITIES IMPROVE THE COMMUNITY'S HEALTH AND SAFETY BY ADDRESSING THE ROOT CAUSE OF HEALTH PROBLEMS, SUCH AS POVERTY, HOMELESSNESS, AND ENVIRONMENTAL HAZARDS. THESE ACTIVITIES STRENGTHEN THE COMMUNITY'S CAPACITY TO PROMOTE THE HEALTH AND WELL-BEING OF ITS RESIDENTS BY OFFERING THE EXPERTISE AND RESOURCES OF THE HEALTH CARE ORGANIZATION. COSTS FOR THESE ACTIVITIES INCLUDE CASH AND IN-KIND DONATIONS AND EXPENSES FOR THE DEVELOPMENT OF A VARIETY OF COMMUNITY-BUILDING PROGRAMS AND PARTNERSHIPS. SUPPLEMENTAL INFORMATION 5 PART III, LINES 2, 3 AND 4: EFFECTIVE JULY 1, 2018, INTEGRIS HEALTH ADOPTED THE NEW REVENUE RECOGNITION STANDARD, ACCOUNTING STANDARDS UPDATE (ASU) 2014-09, REVENUE FROM CONTRACTS WITH CUSTOMERS (TOPIC 606), ISSUED BY THE FASB IN 2014, USING THE MODIFIED RETROSPECTIVE METHOD. WITH THE ADOPTION OF THE NEW REVENUE RECOGNITION STANDARD, NET PATIENT SERVICE REVENUE IS REPORTED AT THE AMOUNT THAT REFLECTS THE CONSIDERATION TO WHICH INTEGRIS HEALTH EXPECTS TO BE ENTITLED IN EXCHANGE FOR PROVIDING PATIENT CARE HEALTHCARE SERVICES PROMISED IN THE CONTRACT WITH A PATIENT REPRESENT A BUNDLE OF GOODS AND (OR) SERVICES THAT IS DISTINCT AND ACCOUNTED FOR AS A SINGLE PERFORMANCE OBLIGATION. THE TRANSACTION PRICE FOR THE BUNDLED GOODS AND (OR) SERVICES PROVIDED IS ESTIMATED BY REDUCING THE TOTAL STANDARD CHARGES BY VARIABLE PRICE CONCESSIONS, INCLUDING CONTRACTUAL ADJUSTMENTS BASED ON THE TERMS PROVIDED BY (IN THE CASE OF MEDICARE AND MEDICAID) OR NEGOTIATED WITH (IN THE CASE OF MANAGED CARE AND COMMERCIAL INSURANCE COMPANIES) THIRD-PARTY PAYORS, INTEGRIS HEALTH DISCOUNT POLICIES, AND OTHER IMPLICIT PRICE CONCESSIONS BASED ON HISTORICAL COLLECTIONS EXPERIENCE FOR UNINSURED AND UNDER-INSURED PATIENTS WHO DO NOT QUALIFY FOR FINANCIAL ASSISTANCE. A PORTFOLIO APPROACH BY MAJOR PAYOR CATEGORIES AND TYPES OF SERVICE WAS USED TO ESTIMATE THE HISTORICAL COLLECTIONS EXPERIENCE. SUBSEQUENT CHANGES TO THE ESTIMATE OF THE TRANSACTION PRICE ARE GENERALLY RECORDED AS ADJUSTMENTS TO NET PATIENT SERVICE REVENUE IN THE PERIOD OF THE CHANGE. PORTFOLIO COLLECTION ESTIMATES ARE UPDATED AT LEAST QUARTERLY BASED ON ACTUAL COLLECTIONS EXPERIENCE. INTEGRIS HEALTH BELIEVES THAT REVENUE RECOGNIZED BY UTILIZING THE PORTFOLIO APPROACH APPROXIMATES THE REVENUE THAT WOULD HAVE BEEN RECOGNIZED IF AN INDIVIDUAL CONTRACT APPROACH WAS USED. SUBSEQUENT CHANGES THAT ARE DETERMINED TO BE THE RESULT OF AN ADVERSE CHANGE IN THE PATIENT'S ABILITY TO PAY ARE RECORDED AS BAD DEBT EXPENSE. REVENUE RELATED TO PROVIDING CARE TO PATIENTS IS RECOGNIZED AS THE PERFORMANCE OBLIGATION IS SATISFIED OVER THE PERIOD OF TIME THE PATIENT IS RECEIVING TREATMENT, AS THE PATIENT IS SIMULTANEOUSLY RECEIVING AND CONSUMING THE BENEFITS PROVIDED BY INTEGRIS HEALTH. THE PERFORMANCE OBLIGATION IS GENERALLY SATISFIED OVER AN AVERAGE PERIOD OF LESS THAN FIVE DAYS FOR INPATIENT SERVICES AND ONE DAY FOR OUTPATIENT SERVICES. GENERALLY, PATIENTS AND THIRD-PARTY PAYORS ARE BILLED WITHIN DAYS AFTER THE SERVICES ARE PERFORMED AND (OR) THE PATIENT IS DISCHARGED. THE TRANSACTION PRICE RELATED TO UNSATISFIED OR PARTIALLY UNSATISFIED PERFORMANCE OBLIGATIONS AT THE END OF THE REPORTING PERIOD PRIMARILY RELATE TO INPATIENT ACUTE CARE SERVICES FOR PATIENTS WHO REMAIN ADMITTED AT THAT TIME. THESE CONTRACT ASSETS WERE $27,808,650 ON JULY 1, 2018 AT THE ADOPTION OF THE NEW REVENUE RECOGNITION STANDARD. AS OF JUNE 30, 2019, CONTRACT ASSETS OF $26,658,106 WERE RECORDED IN PATIENT ACCOUNTS RECEIVABLE ON THE CONSOLIDATED BALANCE SHEETS. PATIENT ACCOUNTS RECEIVABLE IS REPORTED AT THE AMOUNT THAT REFLECTS THE CONSIDERATION TO WHICH INTEGRIS HEALTH EXPECTS TO BE ENTITLED IN EXCHANGE FOR PROVIDING PATIENT CARE. THE PRIMARY COLLECTION RISKS RELATE TO UNINSURED PATIENT ACCOUNTS, INCLUDING PATIENT ACCOUNTS FOR WHICH THE PRIMARY INSURANCE COMPANY HAS PAID THE AMOUNTS COVERED BY THE APPLICABLE AGREEMENT, BUT PATIENT RESPONSIBILITY AMOUNTS REMAIN OUTSTANDING. IMPLICIT PRICE CONCESSIONS RELATE PRIMARILY TO AMOUNTS DUE DIRECTLY FROM PATIENTS BASED UPON MANAGEMENT'S ASSESSMENT OF HISTORICAL WRITE-OFFS AND EXPECTED NET COLLECTIONS CONSIDERING BUSINESS AND ECONOMIC CONDITIONS, TRENDS IN HEALTH CARE COVERAGE, AND OTHER COLLECTION INDICATORS. PATIENT ACCOUNTS ARE MONITORED AND, IF NECESSARY, PAST DUE ACCOUNTS ARE PLACED WITH COLLECTION AGENCIES IN ACCORDANCE WITH GUIDELINES ESTABLISHED BY MANAGEMENT. ACCOUNTS ARE WRITTEN OFF WHEN ALL REASONABLE INTERNAL AND EXTERNAL COLLECTION EFFORTS HAVE BEEN PERFORMED. ESTIMATED IMPLICIT PRICE CONCESSIONS OF $185,580,000 WERE RECORDED AS REDUCTIONS TO PATIENT ACCOUNTS RECEIVABLE AT JUNE 30, 2019 ON THE CONSOLIDATED BALANCE SHEETS. SUPPLEMENTAL INFORMATION 6 PART III, LINE 8: COMMUNITY BENEFIT: ------------------ THE HOSPITAL BELIEVES THAT ALL OF THE $16,970,700 SHORTFALL SHOULD BE CONSIDERED AS COMMUNITY BENEFIT. THE IRS COMMUNITY BENEFIT STANDARD INCLUDES THE PROVISION OF CARE TO THE ELDERLY AND MEDICARE PATIENTS. WE ARE RELIEVING A GOVERNMENT BURDEN BY PROVIDING CARE TO MEDICARE PATIENTS EVEN THOUGH OUR COST EXCEEDS REIMBURSEMENTS. MEDICARE SHORTFALLS MUST BE ABSORBED BY THE HOSPITAL IN ORDER TO CONTINUE TREATING ELDERLY IN OUR COMMUNITY. TAX-EXEMPT HOSPITALS ARE EXPECTED TO PARTICIPATE IN THE MEDICARE PROGRAM. THE HOSPITAL PROVIDES CARE REGARDLESS OF THIS SHORTFALL AND THEREBY RELIEVES THE FEDERAL GOVERNMENT OF THE BURDEN OF PAYING THE FULL COST FOR MEDICARE BENEFICIARIES. COSTING METHODOLOGY: MEDICARE ALLOWABLE COSTS WERE CALCULATED USING A COST-TO-CHARGE RATIO AND THE MEDICARE FILED COST REPORT. SUPPLEMENTAL INFORMATION 7 PART III, LINE 9B: PATIENTS MAY, AT ANY TIME DURING THE COLLECTION CYCLE, SUBMIT FINANCIAL INFORMATION FOR FINANCIAL ASSISTANCE OR CHARITY CONSIDERATION PURSUANT TO INTEGRIS POLICY SYS-RCM-100 CHARITY SERVICES. ALL AVAILABLE AVENUES OF ASSISTANCE AND AVAILABLE PAYMENTS FROM THIRD PARTY PAYORS MUST BE EXHAUSTED BEFORE SUCH ASSISTANCE FOR CHARITY OR OTHER FINANCIAL ASSISTANCE IS CONSIDERED. IBMC DOES NOT PURSUE COLLECTION OF AMOUNTS DETERMINED TO QUALIFY AS CHARITY CARE. SUPPLEMENTAL INFORMATION 8 PART IV: MANAGEMENT COMPANIES AND JOINT VENTURES NAME OF ENTITY: QUALITY CARDIAC CARE CENTERS, LLC (DBA QC-III) DESCRIPTION OF PRIMARY ACTIVITY OF ENTITY: CARDIAC CARE ORGANIZATION'S PROFIT % OR STOCK OWNERSHIP %: 49.419954 OFFICERS, DIRECTORS, TRUSTEES, OR KEY EMPLOYEE'S PROFIT % OR STOCK OWNERSHIP %: 0.00000 PHYSICIANS' PROFIT % OR STOCK OWNERSHIP %: 50.580046 SUPPLEMENTAL INFORMATION 9 PART VI, LINE 2: NEEDS ASSESSMENT INTEGRIS HEALTH UTILIZES A VARIETY OF TOOLS TO DETERMINE THE HEALTH CARE NEEDS OF OUR COMMUNITIES. THESE INCLUDE PARTNERSHIPS WITH LOCAL COMMUNITY AGENCIES AND ORGANIZATIONS TO DETERMINE SPECIFIC TARGET MARKET NEEDS, PROGRAM SURVEYS AND COMMUNITY FOCUS GROUPS, PROGRAM EVALUATIONS FROM PARTICIPANTS IN OUR COMMUNITY HEALTH SCREENINGS, HEALTH EDUCATION AND SUPPORT GROUPS, THE COUNTY HEALTH RANKINGS REPORT AND THE OKLAHOMA STATE HEALTH DEPARTMENT'S "STATE OF THE STATE HEALTH REPORT." AFTER REVIEWING THESE MATERIALS FOR ISSUES CONCERNING ACCESS TO CARE, HEALTH EDUCATION NEEDS AND GAPS IN SERVICES IN OUR COMMUNITIES, INTEGRIS HEALTH DETERMINES HOW TO ADDRESS THESE ISSUES BY DEVELOPING PROGRAMS/SERVICES TO IMPLEMENT, INCLUDING, BUT NOT LIMITED TO, HEALTH SCREENINGS, COMMUNITY HEALTH EDUCATION AND WELLNESS PROGRAMS, SUPPORT GROUPS, AND ACCESS TO HEALTH CARE FACILITIES. INTEGRIS HEALTH UTILIZES OUR HEALTH SYSTEM RESOURCES, FACILITIES AND PERSONNEL FOR MANY OF THESE PROGRAMS, BUT ALSO PARTNERS WITH OUR COMMUNITIES AND DEVELOPS COLLABORATIONS WITH LOCAL NON-PROFIT AGENCIES, CIVIC ORGANIZATIONS, SCHOOLS, AND CHURCHES TO IMPROVE THE ISSUES IDENTIFIED. SUPPLEMENTAL INFORMATION 10 PART VI, LINE 3: PATIENT EDUCATION - ELIGIBILITY FOR ASSISTANCE INTEGRIS HEALTH USES A MULTI-FACETED APPROACH TO EDUCATE OUR PATIENTS ON THE AVAILABILITY OF CHARITY AS WELL AS STATE AND FEDERAL FINANCIAL ASSISTANCE. THIS INCLUDES: *POSTERS CLEARLY DISPLAYED IN EVERY PATIENT REGISTRATION AREA SPEAKING TO OUR FINANCIAL ASSISTANCE PROGRAMS. *A FINANCIAL RIGHTS AND RESPONSIBILITY BROCHURE GIVEN TO EVERY PATIENT AT THE TIME OF THEIR REGISTRATION WHICH PROVIDES FINANCIAL ASSISTANCE PROGRAM DETAILS. *A CLEARLY MARKED PRESENCE ON THE INTEGRIS HEALTH ON-LINE BUSINESS OFFICE WEBSITE WITH A SECTION DEVOTED TO FINANCIAL ASSISTANCE PROGRAM DETAILS AS WELL AS AN ON-LINE CHARITY APPLICATION. *A DESCRIPTION OF THE FINANCIAL ASSISTANCE PROGRAM AS WELL AS THE APPLICATION PROCESS IS INCLUDED ON EVERY PATIENT BILL. FINANCIAL COUNSELORS MEET WITH PATIENTS TO IDENTIFY ELIGIBILITY FOR FEDERAL AND STATE ASSISTANCE PROGRAMS. SUPPLEMENTAL INFORMATION 11 PART VI, LINE 4: COMMUNITY INFORMATION INTEGRIS HEALTH SYSTEM IS THE STATE'S LARGEST OKLAHOMA-OWNED HEALTH CARE SYSTEM AND ONE OF THE STATE'S LARGEST PRIVATE EMPLOYERS, WITH HOSPITALS, REHABILITATION CENTERS, PHYSICIAN'S CLINICS, MENTAL HEALTH FACILITIES, CANCER CENTERS, INDEPENDENT LIVING CENTERS, AND HOME HEALTH AGENCIES THROUGHOUT MOST OF THE STATE. ALL COUNTIES IN WHICH INTEGRIS HEALTH OPERATES INCLUDE ONE OR MORE FEDERALLY-DESIGNATED MEDICALLY UNDERSERVED AREAS OR POPULATIONS. INTEGRIS BAPTIST MEDICAL CENTER IS LOCATED IN OKLAHOMA CITY, WHICH IS IN OKLAHOMA COUNTY IN CENTRAL OKLAHOMA. THIS CAMPUS OFFERS MORE THAN 500 LICENSED BEDS AND HAS BEEN SERVING THE STATE SINCE 1959. SERVICES INCLUDE A BURN CENTER, TRANSPLANT CENTER, AND FERTILITY CENTER. SUPPLMENTAL INFORMATION 12 PART VI, LINE 5: PROMOTION OF COMMUNITY HEALTH EVIDENCE OF THE ORGANIZATIONS' RESPONSIVENESS TO THE COMMUNITY, INCLUDING OPPORTUNITIES FOR COMMUNITY INVOLVEMENT IN GOVERNANCE AND ADVISORY GROUPS. ALL INTEGRIS HEALTH FACILITIES ARE GOVERNED BY A BOARD OF DIRECTORS SPECIFICALLY MADE UP OF MEN AND WOMEN WHO LIVE AND WORK IN THE COMMUNITY INCLUDING: LOCAL BUSINESS OWNERS, CIVIC LEADERS, COMMUNITY VOLUNTEERS, REPRESENTATIVES WORKING IN HIGHER EDUCATION, UTILITY COMPANIES, AND A VARIETY OF NON-PROFIT ORGANIZATIONS. PATIENT AND COMMUNITY ADVISORY GROUPS HAVE ALSO BEEN ESTABLISHED AT SEVERAL INTEGRIS FACILITIES ACROSS THE STATE. THESE GROUPS GIVE HOSPITAL LEADERS INPUT, SUGGESTIONS, AND FEEDBACK ON WAYS TO IMPROVE PROGRAMS, SERVICES, COMMUNITY NEEDS, AND PROCESS IMPROVEMENT IN CLINICAL AREAS. PROGRAMS ESTABLISHED TO MEET COMMUNITY NEEDS INCLUDE A FALLS PREVENTION PROGRAM FOR SENIOR CITIZENS, COMMUNITY HEALTH SCREENINGS AND PHYSICIAN LECTURES REQUESTED BY LOCAL SCHOOLS, CHURCHES, CIVIC GROUPS, AND COMMUNITY LEADERS TO ADDRESS SPECIFIC HEALTH ISSUES WHICH INCLUDE: DIABETES, CANCER DIAGNOSIS AND TREATMENT OPTIONS, OBESITY AND PHYSICAL FITNESS PROGRAMS, MEN'S UROLOGICAL HEALTH PROGRAMS AND PROSTATE SCREENINGS, CANCER SCREENINGS, SPANISH DIABETES SUPPORT GROUP, AFRICAN AMERICAN MEN AND WOMEN'S HEART HEALTH, AND STROKE LECTURES. ADVOCACY INITIATIVES FOR PROMOTING COMMUNITY-WIDE, STATE OR NATIONAL EFFORTS TO IMPROVE HEALTH OF THE POPULATION AND INCREASE ACCESS. INTEGRIS HEALTH PARTNERS WITH THE OKLAHOMA LIONS CLUB MOBILE HEALTH UNIT, THE OKLAHOMA STATE HEALTH DEPARTMENT, AND THE OKLAHOMA TURNING POINT PROGRAM TO INCREASE HEALTH SCREENING OPPORTUNITIES AND HEALTH ACCESS FOR PEOPLE LIVING IN RURAL, UNDERSERVED AREAS OF OKLAHOMA. THE PARTNERSHIP INCLUDES DONATION OF RESOURCES AND MONEY TO SPONSOR THE OPERATION OF THE LIONS MOBILE HEALTH UNIT WHICH TRAVELS AROUND THE STATE OFFERING FREE HEALTH SCREENINGS AND MEDICAL INFORMATION. THE OKLAHOMA STATE HEALTH DEPARTMENT AND THE OKLAHOMA TURNING POINT PROGRAM ASSIST WITH HEALTH SCREENINGS AND HELP WITH REFERRALS TO MEDICAL HOMES AND CLINICS FOR PEOPLE WITHOUT A PHYSICIAN AND FOR THOSE UNINSURED OR UNDERINSURED. INTEGRIS HEALTH PARTNERS WITH THE OKLAHOMA TURNING POINT PROGRAM, LOCAL CIVIC GROUPS, SUCH AS OUR CHAMBERS OF COMMERCE, ROTARY, AND KIWANIS CLUBS, TECHNOLOGY SCHOOLS, COMMUNITY COLLEGES, CHURCHES, AND LOCAL SCHOOLS IN A VARIETY OF EVENTS AND PROGRAMS TO EDUCATE THE COMMUNITY ON HEALTH/WELLNESS ISSUES, CREATE OPPORTUNITIES FOR HEALTH ACCESS, PROVIDE COMMUNITY SCREENINGS IN UNDERSERVED AREAS OF OKLAHOMA, AND TO GIVE STUDENTS AND COMMUNITY MEMBERS THE OPPORTUNITY TO VOLUNTEER FOR THESE EVENTS. THIS INCLUDES MEDICAL STUDENTS WHO WORK WITH INTEGRIS ACROSS THE STATE AT OUR EVENTS TO LEARN MORE ABOUT PROVIDING HEALTH SERVICES TO THE COMMUNITY AND TO HELP TRAIN THEM FOR FUTURE WORK IN THE HEALTHCARE ARENA. THE HOSPITAL'S ROLE IN WORKING WITH OTHERS TO IDENTIFY COMMUNITY NEEDS AND ADDRESS COMMUNITY PROBLEMS. INTEGRIS HEALTH WORKS WITH THE OKLAHOMA HOSPITAL ASSOCIATION, THE OKLAHOMA STATE MEDICAL ASSOCIATION, THE ALLIANCE FOR THE UNINSURED, THE OKLAHOMA STATE HEALTH DEPARTMENT, THE OKLAHOMA MENTAL HEALTH ASSOCIATION, AND LOCAL NON-PROFIT ORGANIZATIONS SUCH AS THE OKLAHOMA CHAPTERS OF AMERICAN HEART ASSOCIATION, AMERICAN LUNG ASSOCIATION, AMERICAN DIABETES ASSOCIATION, AMERICAN CANCER SOCIETY, AND OTHER LOCAL HEALTH AND WELLNESS ORGANIZATIONS AND AGENCIES TO DETERMINE HEALTH CARE NEEDS IN THE STATE, ISSUES CONCERNING SPECIFIC CITIES, ACCESS TO HEALTH ISSUES, NEIGHBORHOOD AND ENVIRONMENT ISSUES, AND OTHER SOCIAL DETERMINANTS OF HEALTH THAT AFFECT THE LIVES OF OUR RESIDENTS. A VARIETY OF COALITIONS, TASK FORCES, AND COMMITTEES HAVE BEEN STARTED TO ADDRESS SPECIFIC HEALTH AND WELLNESS ISSUES AND TO DETERMINE INTERVENTIONAL STRATEGIES FOR IMPLEMENTATION. THE IMPACT PROGRAMS ARE HAVING ON COMMUNITY HEALTH, ESPECIALLY PREVENTION ACTIVITIES, EFFORTS TO IMPROVE HEALTH AND INCREASE ACCESS TO HEALTH CARE SERVICES, AND REDUCING HEALTH CARE COSTS. INTEGRIS COMMUNITY HEALTH PROGRAMS ACROSS THE STATE ARE IMPLEMENTED TO EDUCATE OUR RESIDENTS ABOUT HEALTH AND WELLNESS ISSUES AFFECTING THEM AND THEIR COMMUNITIES. WORKING WITH PARTNER AGENCIES AND ORGANIZATIONS IN THE COMMUNITIES WE SERVE GIVES US THE OPPORTUNITY TO CREATE PROGRAMS THAT SPECIFICALLY ADDRESS NEGATIVE HEALTH INDICATORS AFFECTING THE COMMUNITY. PREVENTION AND HEALTH EDUCATION HAVE BEEN THE PRIORITY FOR INTEGRIS FOR MANY YEARS IN AN EFFORT TO BETTER EDUCATE THE PUBLIC ON TAKING CARE OF THEIR HEALTH AND CREATING AWARENESS ABOUT HOW THEIR BEHAVIORS MAY NEGATIVELY AFFECT THEIR HEALTH AND THE HEALTH OF THEIR FAMILIES. WORKING WITH PARTNER AGENCIES, ORGANIZATIONS, PHYSICIANS, AND LOCAL CLINICS, INTEGRIS HAS BEEN ABLE TO HELP SLOWLY IMPROVE HEALTH IN SOME INDICATORS, SUCH AS CHILDHOOD IMMUNIZATIONS, ADULT IMMUNIZATIONS, AND SMALL STEP TOWARD IMPROVING CHILDHOOD OBESITY WITH SEVERAL PROGRAMS IMPLEMENTED IN THE METROPOLITAN AREAS, INCREASING ACCESS BY DEVELOPING REFERRAL NETWORKS BETWEEN FREE CLINICS ACROSS OKLAHOMA CITY AND IN SOME RURAL AREAS. SUPPLEMENTAL INFORMATION 13 PART VI, LINE 6: AFFILIATED HEALTH CARE SYSTEM ROLES IBMC IS A MEMBER OF INTEGRIS HEALTH SYSTEM, OF WHICH INTEGRIS HEALTH, INC. IS THE CONTROLLING MEMBER. INTEGRIS HEALTH SYSTEM IS AN OKLAHOMA HEALTH CARE SYSTEM WHICH SUPPORTS THE COMMUNITY NEEDS ACROSS THE STATE. THE MISSION OF INTEGRIS HEALTH IS TO IMPROVE THE HEALTH OF THE PEOPLE IN THE COMMUNITIES WE SERVE. INTEGRIS BAPTIST MEDICAL CENTER IS THE FLAGSHIP HOSPITAL OF THE SYSTEM. THE FACILITIES OF OTHER TAXPAYERS ARE LISTED ON SCHEDULE H, PART V AND THE FACILITIES OF OTHER TAXPAYERS ARE LISTED ON THE SCHEDULE H OF THEIR RESPECTIVE FORMS 990. SEE SCHEDULE O, GENERAL STATEMENTS 3 THROUGH 5 FOR ADDITIONAL INFORMATION REGARDING THE INTEGRIS HEALTH SYSTEM. SUPPLEMENTAL INFORMATION 14 PART VI, LINE 7: STATE FILING OF COMMUNITY BENEFIT REPORT ALL STATES WITH WHICH THE ORGANIZATION FILES A COMMUNITY BENEFIT REPORT: OK true INTEGRIS SOUTHWEST MEDICAL CENTER INC 5300 N INDEPENDENCE AVE STE 130 OKLA CITY OK 73112 731089149 501(C)(3) 2151598 TO FUND OPERATIONS INTEGRIS AMBULATORY CARE CORPORATION 5300 N INDEPENDENCE AVE STE 130 OKLA CITY OK 73112 731192765 501(C)(3) 2100273 TO FUND OPERATIONS INTEGRIS RURAL HEALTH INC 5300 N INDEPENDENCE AVE STE 130 OKLA CITY OK 73112 731444504 501(C)(3) 2215543 TO FUND OPERATIONS INTEGRIS HEALTH EDMOND INC 5300 N INDEPENDENCE AVE STE 130 OKLA CITY OK 73112 451027361 501(C)(3) 469056 TO FUND OPERATIONS 4 0 HIGH SCHOOL SCHOLARSHIPS 22 22000 SUPPLEMENTAL INFORMATION 1 SCHEDULE I, PART I, LINE 2 INTEGRIS BAPTIST MEDICAL CENTER, INC. (IBMC) PROVIDES FUNDS TO VARIOUS COMMONLY CONTROLLED HOSPITALS TO SUPPORT THEIR OPERATIONS. IBMC DETERMINES THE AMOUNT OF THE FUNDS PROVIDED ON AN ANNUAL BASIS. AS PART OF ITS COMMITMENT TO THE COMMUNITIES IT SERVES, INTEGRIS BAPTIST MEDICAL CENTER, INC. MAKES GRANTS TO OTHER CHARITABLE AND CIVIC ORGANIZATIONS THAT BENEFIT THOSE COMMUNITIES. GRANTS ARE REVIEWED AND APPROVED THROUGH THE ANNUAL BUDGETARY PROCESS BY THE CEO AND THE BOARD OF DIRECTORS OF INTEGRIS BAPTIST MEDICAL CENTER, INC. SEE SCHEDULE O STATEMENTS 2 THROUGH 5 FOR A FULL COPY OF THE INTEGRIS HEALTH SYSTEM COMMUNITY BENEFIT REPORT, WHICH PROVIDES GREATER DETAIL WITH RESPECT TO INTEGRIS BAPTIST MEDICAL CENTER, INC.'S RETURNSHIP AND COMMUNITY BUILDING EFFORTS. COLLEGE SCHOLARSHIPS ARE PROVIDED TO EMPLOYEES' CHILDREN WHO QUALIFY BASED ON CERTAIN CRITERIA. A COLLEGE TRANSCRIPT MUST BE PROVIDED FOR EACH SEMESTER AS LONG AS THE SCHOLARSHIP IS IN PLACE. X true true false true false false false false false true false VIVEK KOHLI DIRECTOR 646844 0 19244 0 34644 0 17675 0 18006 0 736413 0 0 0 TIM PEHRSON EX-OFFICIO-PRES/CEO OF IH 0 354491 0 253599 0 6315 0 0 0 7012 0 621417 0 0 DANIEL DAVIS ASST. TREASURER THRU NOV 2018 0 417269 0 901027 0 17257 0 76864 0 16529 0 1428946 0 0 C BRUCE LAWRENCE EX-OFFICIO-PRES THRU JULY 2018 0 205684 0 5306315 0 291 0 20375 0 515 0 5533180 0 0 BETH A PAUCHNIK ASST. SECRETARY THRU NOV 2018 0 497906 0 1788836 0 13380 0 98605 0 12183 0 2410910 0 0 JOHN ADAMS VICE PRESIDENT 143399 0 45513 0 8011 0 8264 0 12723 0 217910 0 0 0 RANDY ASHCRAFT VP/COO ICP 210929 0 41115 0 9881 0 25265 0 7529 0 294719 0 0 0 TIM JOHNSEN PRESIDENT IBMC 509470 0 187997 0 15329 0 70676 0 18157 0 801629 0 0 0 JAMES W LONG PHYSICIAN 1245456 0 825 0 18303 0 10800 0 13815 0 1289199 0 0 0 CHERYL PERRY CFO-VP 200423 0 31517 0 20183 0 24434 0 7403 0 283960 0 0 0 ALY EL BANAYOSY PHYSICIAN/MEDICAL DIRECTOR 682322 0 64111 0 9504 0 14975 0 14405 0 785317 0 0 0 DOUGLAS HORSTMANSHOF PHYSICIAN/MEDICAL DIRECTOR 723123 0 30461 0 5635 0 17441 0 18437 0 795097 0 0 0 TRUSHAR PATEL PHYSICIAN/MEDICAL DIRECTOR 607212 0 50251 0 511 0 14975 0 17788 0 690737 0 0 0 ABBAS RAZA PHYSICIAN/MEDICAL DIRECTOR 727071 0 13878 0 13287 0 17675 0 19576 0 791487 0 0 0 EN SAMARA TRANSPLANT SURGEON/MEDICAL DIR 560136 0 88621 0 7107 0 39275 0 13943 0 709082 0 0 0 DAVID R HADLEY FORMER OFFICER 0 0 0 0 0 244392 0 0 0 0 0 244392 0 0 MELINDA SHIELDS VICE PRESIDENT 59985 91151 17155 0 3250 0 16005 0 13076 0 109471 91151 0 0 SUPPLEMENTAL INFORMATION 1 SCHEDULE J, PART I, LINE 1A CERTAIN INTEGRIS HEALTH SYSTEM EMPLOYEES ARE ELIGIBLE TO RECEIVE EMPLOYER SPONSORED YMCA HEALTH CLUB MEMBERSHIP DUES. THE FOLLOWING INDIVIDUALS LISTED ON PART VII OF FORM 990 PARTICIPATED IN THIS PROGRAM: JOHN ADAMS RANDY ASHCRAFT TIM JOHNSEN THE HEALTH CLUB MEMBERSHIP BENEFITS ARE INCLUDED IN THE EMPLOYEES' TAXABLE COMPENSATION. SUPPLEMENTAL INFORMATION 2 SCHEDULE J, PART 1, LINE 3 INTEGRIS BAPTIST MEDICAL CENTER, INC. (IBMC) IS A MEMBER OF AN INTEGRATED HEALTHCARE SYSTEM CONTROLLED BY INTEGRIS HEALTH, INC. (INTEGRIS). AS PART OF THIS SYSTEM, IBMC RELIES UPON INTEGRIS TO ESTABLISH THE COMPENSATION FOR ITS TOP MANAGEMENT OFFICIALS. INTEGRIS UTILIZES A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH THIS COMPENSATION. SUPPLEMENTAL INFORMATION 3 SCHEDULE J, PART I, LINE 4B THE FILING ORGANIZATION IS A MEMBER OF AN INTEGRATED HEALTHCARE SYSTEM CONTROLLED BY INTEGRIS HEALTH, INC. (INTEGRIS). INTEGRIS PROVIDES TO CERTAIN EXECUTIVES A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. THE PURPOSE OF THE PLAN IS TO SUPPLEMENT THE SPONSOR-PROVIDED RETIREMENT BENEFITS TO BE PAID TO SENIOR EXECUTIVES PURSUANT TO THE DEFINED BENEFIT PENSION PLAN, THE TAX DEFERRED ANNUITY PLAN AND OTHER QUALIFIED OR NON QUALIFIED RETIREMENT PLANS WHICH ARE MAINTAINED BY THE SPONSOR. THE PLAN PROVIDES AN OPPORTUNITY TO EARN SUPPLEMENTAL INCENTIVE INCOME BY PROVIDING ANNUAL CONTRIBUTIONS TO THE ACCOUNT SO LONG AS THE EXECUTIVE REMAINS EMPLOYED BY THE SPONSOR TO RETIREMENT AGE OF 65. THE FOLLOWING INDIVIDUAL LISTED IN PART VII OF FORM 990 PARTICIPATED IN THIS PLAN BUT DID NOT RECEIVE A PAYMENT DURING THE YEAR. TIM JOHNSEN DANIEL DAVIS, BETH A. PAUCHNIK, AND C. BRUCE LAWRENCE RECEIVED PAYMENTS FROM THE PLAN IN THE CURRENT YEAR EQUAL TO $174,445, $766,922, AND $3,012,461 RESPECTIVELY. SUPPLEMENTAL INFORMATION 4 SCHEDULE J, PART I, LINE 7 THE FILING ORGANIZATION IS A MEMBER OF AN INTEGRATED HEALTHCARE SYSTEM CONTROLLED BY INTEGRIS HEALTH, INC. (INTEGRIS). INTEGRIS HEALTH HAS ESTABLISHED A FINANCIAL INCENTIVE PLAN THAT ENCOURAGES THE EXECUTIVE OFFICER'S PARTICIPATION IN THE SIGNIFICANT IMPROVEMENTS OF THE QUALITY AND FINANCIAL OPERATIONS OF THE ORGANIZATION. THE QUALITY COMPONENT IS DEFINED AS IMPROVEMENT IN PATIENT SAFETY, PATIENT SATISFACTION AND REDUCTION OF EMPLOYEE TURNOVER. THE FINANCIAL COMPONENT CONSISTS OF ACHIEVEMENT IN NET OPERATING INCOME THRESHOLD TO BE ACHIEVED TO ACTIVATE THE PLAN. A PREDETERMINED THRESHOLD IS CREATED WITHIN ALL ASPECTS OF THE PLAN BEFORE FINANCIAL ACHIEVEMENT IS PAYABLE. ALL PLANS ARE WRITTEN ACCORDING TO EXECUTIVE LEVEL AND ADOPTED BY INTEGRIS HEALTH BOARD RESOLUTION EACH PLAN YEAR AND PAYABLE AFTER INDEPENDENT AUDIT RESULTS ARE DETERMINED. IN THE SECOND PLAN, CERTAIN EMPLOYED PHYSICIANS ARE ELIGIBLE TO RECEIVE INCENTIVE COMPENSATION PURSUANT TO THEIR WRITTEN EMPLOYMENT AGREEMENTS. ALL INCENTIVE COMPENSATION IS SUBJECT TO A CAP AND DOES NOT EXCEED 50% OF THE PHYSICIAN'S TOTAL COMPENSATION. THERE ARE A VARIETY OF METHODS USED TO CALCULATE INCENTIVE COMPENSATION BASED ON THE PHYSICIAN'S PERSONAL PRODUCTION, RANGING FROM (I) A SPECIFIED PERCENTAGE OF NET INCOME LESS EXPENSES; (II) A SPECIFIED PERCENTAGE OF TOTAL COLLECTIONS LESS EXPENSES; (III) A SPECIFIED PERCENTAGE OF BASE SALARY BASED COMPLIANCE WITH CERTAIN QUALITY, PATIENT SATISFACTION, PRODUCTION AND FINANCIAL INDICATORS; (IV) A SPECIFIED PERCENTAGE OF BASE SALARY BASED ON COMPLIANCE WITH QUALITY, GUIDING VALUES, PATIENT SATISFACTION AND PRODUCTRION CRITERIA; (V) A SPECIFIED PERCENTAGE OF FEE-BASED COLLECTIONS AND CAPITATION COLLECTIONS, IF APPLICABLE, IN EXCESS OF QUARTERLY SALARY; (VI) QUARTERLY BONUSES MEASURED BY RVUS THAT EXCEED A SPECIFIED TARGET PER QUARTER; AND (VII) PRO RATA SHARE OF ANNUAL INCENTIVE POOLS BASED UPON PRODUCTION, COMPLIANCE WITH CLINICAL GUIDELINES, QUALITY AND PATIENT SATISFACTION CRITERIA. A OK DEVELOPMENT FINANCE AUTH-2017A 731083741 2017-12-28 100000000 FINANCE CAPITAL PROJECTS false false false B OK DEVELOPMENT FINANCE AUTH-2015C 731083741 678908L28 2015-06-01 89880000 REFUND OF 2011AB; ISSUED 7/6/11 false false false C OK DEVELOPMENT FINANCE AUTH-2015B 731083741 67884XBV8 2015-04-15 48425000 REFUND OF 2007A; ISSUED 11/8/07 false false false D OK DEVELOPMENT FINANCE AUTH-2015A 731083741 67884XBR7 2015-04-15 222198189 REFUND OF 2008B/C; ISSUED 7/30/08 false false false A 0 0 102107413 0 0 0 0 0 0 20988880 0 81118533 false false false true B 9140000 0 89880000 0 0 0 0 0 0 0 89880000 0 2011 true false true true C 5095000 0 48425000 0 0 0 521063 0 0 0 47903937 0 2010 true false true true D 26435000 0 222198189 0 0 0 1737424 0 0 0 220460765 0 2011 false true true true A false false false false 0.00000 0.00000 0.00000 false false false true B false true true true false 0.00010 0.00000 0.00010 false false false true C false true true true false 0.00010 0.00000 0.00010 false false false true D false true true true false 0.00000 0.00000 0.00000 false false false true A false true false false true true BARCLAYS 29.6 false false false 0 false true B false true false false true true GOLDMAN SACHS 18.2 false false false 0 false true C false true false false true true JP MORGAN CHASE 18.33 false false false 0 false true D false true false false false false 0 false 0 false true A true B true C true D true SUPPLEMENTAL INFORMATION 1 PART II, LINE 3, BOND 2017A: THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE DUE TO INVESTMENT EARNINGS ON THE PROJECT FUND. PART II, LINE 11, BONDS 2015C, B, & A: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS THAT ARE NO LONGER IN ESCROW. A OK DEVELOPMENT FINANCE AUTH-2013AB 731083741 67884XAZ0 2013-05-03 97945000 REFUND OF 2008A, ISSUED 5/6/08 false false false A 15100000 0 97945000 0 0 0 0 0 0 0 97945000 0 2009 true false true true A false true true true false 0.00010 0.00000 0.00010 false false false true A false false true false true true GOLDMAN SACHS 20.3 false false false 0 false true A true SUPPLEMENTAL INFORMATION 2 PART II, LINE 11, BOND 2013AB: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. X 1 68052 FMV X MEDICAL EQUIPMENT 10 880724 FMV X OTHER EQUIPEMNT 6 207817 FMV X MISC. 8 82864 FMV false true false GENERAL STATEMENT 1 FORM 990, BOX C: DOING BUSINESS AS CANCER CENTER OF THE SOUTHWEST LIFEPASS OKLAHOMA TRANSPLANTATION INSTITUTE AMBULATORY INFUSION CENTER OF OKLAHOMA DIRECT CONNECT INTEGRIS MENTAL HEALTH CENTER - SPENCER MIRTH (MEDICAL INSTITUTE FOR RECOVERY THROUGH HUMOR) CHANGING YOUR WEIGHS INTEGRIS MENTAL HEALTH - SPENCER NAZIH ZUHDI TRANSPLANTATION INSTITUTE CERTIFIED BREAST FEEDING EDUCATOR CERTIFIED LACTATION EDUCATOR THIRD AGE LIFE THIRD AGE LIFE CENTER THE CHILDREN'S PLACE INTEGRIS ONCOLOGY SERVICES INTEGRIS ONCOLOGY SERVICES, NORTH TROY AND DOLLIE SMITH CANCER CENTER INTEGRIS ONCOLOGY SERVICES, NORTH/SOUTH COMPREHENSIVE BREAST CENTER OF OKLAHOMA HEARTSCAN OKLAHOMA INTEGRIS MENTAL HEALTH - INTEGRIS BEHAVIORAL SPECIALISTS INTEGRIS JOINT REPLACEMENT CENTER INTEGRIS HEARING RESOURCE CENTER OF OKLAHOMA AT HOUGH EAR INSTITUTE INTEGRIS DECISIONS DAY TREATMENT INTEGRIS CORPORATE ASSISTANCE PROGRAM INTEGRIS HEART CENTER HEARTSCAN COMPREHENSIVE BREAST CENTER COCHLEAR EAR IMPLANT CLINIC COCHLEAR IMPLANT CLINIC INTEGRIS HEARING ENRICHMENT LANGUAGE PROGRAM INTEGRIS HEALTH HOSPITAL HEART FAILURE INSTITUTE MOBILE ASSESSMENT TEAM SAMARITAN HOME BASED SERVICES INTEGRIS SLEEP DISORDERS CENTER - EDMOND INTEGRIS JIM THORPE OUTPATIENT REHABILITATION AT INTEGRIS BAPTIST MEDICAL CENTER CANCER INSTITUTE - BAPTIST CANCER INSTITUTE OF BAPTIST INTEGRIS CANCER INSTITUTE OF OKLAHOMA PROTON CAMPUS INTEGRIS BAPTIST MEDICAL CENTER - PROTON CAMPUS INTEGRIS ADVANCED CARDIAC CARE SAMARITAN INFUSION SERVICES INTEGRIS MENTAL HEALTH PHYSICIANS INTEGRIS MEDICAL SUPPLY INTEGRIS HEART HOSPITAL INTEGRIS HEART HOSPITAL - DIAGNOSTIC CARDIOLOGY, NUCLEAR CARDIOLOGY INTEGRIS HOME CARE OKLAHOMA CITY INTEGRIS JIM THORPE OUTPATIENT REHABILITATION AT ICIO THE OKLAHOMA ECMO HOTLINE THE OKLAHOMA ECMO NETWORK INTEGRIS OKLAHOMA ECMO NETWORK INTEGRIS CHILDREN'S AT BAPTIST MEDICAL CENTER DECISIONS MENTAL HEALTH & ADDICTION RECOVERY PROGRESS INTEGRIS DEACONESS MEDICAL PLAZA SURGERY CENTER GENERAL STATEMENT 2 PART III, LINE 4A: STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS INTEGRIS BAPTIST MEDICAL CENTER, INC. (IBMC) IS A MEMBER OF THE INTEGRIS HEALTH SYSTEM (INTEGRIS HEALTH). INTEGRIS HEALTH IS THE STATE'S LARGEST OKLAHOMA-OWNED HEALTH CARE CORPORATION WITH HOSPITALS, PHYSICIAN CLINICS, MENTAL HEALTH FACILITIES, ASSISTED LIVING CENTERS AND HOME HEALTH AGENCIES THROUGHOUT THE STATE. AS A MEMBER OF INTEGRIS HEALTH AND A NOT FOR PROFIT ORGANIZATION, EACH YEAR IBMC PROVIDES MILLIONS OF DOLLARS OF CHARITY CARE TO PATIENTS THROUGHOUT THE STATE OF OKLAHOMA. WHILE THIS CARE REPRESENTS A LARGE PERCENTAGE OF IBMC'S GIFT BACK TO THE COMMUNITY, IT IS STILL ONLY PART OF WHAT IBMC CHOOSES TO CALL RETURNSHIP. RETURNSHIP EPITOMIZES IBMC'S MISSION OF GIVING BACK TO ITS COMMUNITY. IT TAKES THE FORM OF HUNDREDS OF PROGRAMS AND ACTS OF CHARITY PROVIDED DAILY ACROSS THE STATE OF OKLAHOMA - FREE HEALTH SCREENINGS, SUPPORT GROUPS, MEDICAL SERVICES, EDUCATIONAL PROGRAMS, HEALTH FAIRS AND MORE. IN ADDITION, IBMC PROVIDES SIGNIFICANT AMOUNTS OF UNCOMPENSATED SERVICES. UNCOMPENSATED SERVICES ARE THE COSTS OF PROVIDING FREE AND REDUCED COST CARE. AS A NOT-FOR-PROFIT HOSPITAL, IBMC PROVIDES SERVICES TO EVERYONE, REGARDLESS OF THEIR ABILITY TO PAY OR THEIR INSURANCE COVERAGE. THUS, IT PROVIDES A MUCH-NEEDED SAFETY NET FOR MEMBERS OF THE IBMC COMMUNITY WHO WOULD OTHERWISE HAVE NO ACCESS TO MEDICAL CARE. CHARITY CARE COSTS ARE BASED ON THE OVERALL HOSPITAL COST TO CHARGE RATIOS. IBMC PROVIDED CHARITY CARE OF $8,887,824. IBMC ALSO PROVIDES CARE TO PATIENTS WHO QUALIFY FOR MEDICAID PROGRAMS FOR WHICH THE ORGANIZATION HAD RECEIVED INADEQUATE PAYMENTS IN PRIOR YEARS. THE SUPPLEMENTAL HOSPITAL OFFSET PAYMENT PROGRAM (SHOPP) WAS CREATED AND IMPLEMENTED BY THE STATE OF OKLAHOMA IN FISCAL YEAR 2012 FOR THE PURPOSE OF ASSURING ACCESS TO QUALITY CARE FOR OKLAHOMA MEDICAID MEMBERS. THE PROGRAM IS DESIGNED TO ASSESS QUALIFIED OKLAHOMA HOSPITALS A FEE FOR THE SUPPLEMENTAL HOSPITAL OFFSET PAYMENT PROGRAM. THE COLLECTED FEES ARE PLACED IN POOLS AND THEN ALLOCATED TO HOSPITALS AS DIRECTED BY LEGISLATION. THE OKLAHOMA HEALTH CARE AUTHORITY DOES NOT GUARANTEE THAT ALLOCATIONS WILL EQUAL OR EXCEED THE AMOUNT OF FEE PAID INTO THE POOL BY THE HOSPITAL. THE SHOPP PROGRAM IS EXPECTED TO REMAIN IN EFFECT THROUGH FISCAL YEAR 2025. THIS FISCAL YEAR THE SHOPP PAYMENT HELPED OFFSET COSTS RELATED TO MEDICAID PATIENTS. IN ADDITION IBMC BAD DEBT COSTS ARE BASED ON THE OVERALL HOSPITAL COST TO CHARGE RATIOS. IBMC's BAD DEBT COSTS WERE $14,521,701. FOR ADDITIONAL DETAILS REGARDING COMMUNITY BENEFIT SEE THE ATTACHED COMPLETE COMMUNITY BENEFIT REPORT ON SCHEDULE O STATEMENTS 3 THROUGH 5. GENERAL STATEMENT 3 PART III, LINE 4A: COMMUNITY BENEFIT REPORT INTEGRIS COMMUNITY BENEFIT REPORT 2019 A MESSAGE FROM OUR PRESIDENT AND CEO INTEGRIS Health is an Oklahoman-based, not-for-profit health system that has served Oklahoma communities for more than 100 years. INTEGRIS is the largest health system in the state and is known for innovation and unparalleled quality, offering advanced treatment options and specialties found nowhere else in the region. Beyond the walls of our hospitals and clinics, INTEGRIS actively partners with other community organizations to improve access to care and outcomes. As a not-for-profit health system, our obligations are to the community, not shareholders. We look at the unique health care needs of the people in our community and seek to address those needs. Examples of these efforts include free clinics, health screenings, wellness promotions, health education, health support groups, mentoring programs for at-risk youth, clean up after natural disasters, assistance for the elderly and much more. Last year INTEGRIS provided more than $20.3 million in financial assistance to more than 9,857 Oklahomans who otherwise could not afford life-changing care. This report highlights a few ways INTEGRIS positively impacted our community last year. We are humbled by the trust Oklahomans place in us and are committed to being the most trusted partner for health. Warmly, Tim Pehrson President and CEO INTEGRIS MISSION To improve the health of the people and communities we serve VISION Most Trusted Name in Health Care VALUES Love, Learn, Lead INTEGRIS FOR YOU. FOR HEALTH. FOR LIFE. We all have stories to tell. But at INTEGRIS, we have the unique opportunity to not only care for our patients, but to share in their stories, experiences and quite often ...triumphs. Our belief is we are more than a health care system. We are a life system united by one simple cause: to help people. INTEGRIS CONNECTIONS SERIES Experience the latest episode of Connections, a collection of episodes celebrating the human moments we all share, illustrating the INTEGRIS promise to be there For you. For health. For life. Watch the full story here. INTEGRIS INSPIRATIONS SERIES Everyone in the INTEGRIS family has a story to tell. Whether theyre stories of joy, heartbreak, humor or miracles, what they all share is that vital, healing element of genuine human connection. Watch the full story here. CARING FOR OUR COMMUNITIES INTEGRIS Baptist Medical Center INTEGRIS FIT CLUB The INTEGRIS Fit Club focuses on obesity and hypertension prevention while increasing access to care via health lectures, exercise classes, nutrition classes and demonstrations, and providing screenings and referral resources to at-risk Oklahoma City residents. The lack of access to care remains a barrier to living a healthy lifestyle. INTEGRIS Fit Clubs weekly sessions focus on four core tenets: * Nutrition * Physical activity/active lifestyle * Mental health * Health screenings INTEGRIS Fit Club members are introduced to diverse exercise modalities such as walking, chair exercise, resistance bands and cardio calisthenics to motivate them to stay active and make healthful choices. Results * Average weight loss: 4.4 pounds * Combined weight loss: 78.75 pounds * Average waist circumference loss: 1.76 inches * Combined waist circumference loss: 29.97 inches * 59% of participants (23) saw a body mass index reduction. * 22 participants saw an A1C reduction. * 2 participants dropped from prediabetes to normal. * 9 participants saw a decrease in blood pressure category. ** Hypertension Stage 2 to Stage 1: 2 ** Hypertension Stage 2 to Elevated: 1 ** Hypertension Stage 1 to Elevated: 1 ** Hypertension Stage 1 to Normal: 1 ** Elevated to Normal: 4 INTEGRIS Bass Baptist Health Center DEEP: DIABETES EMPOWERMENT EDUCATION PROGRAM The DEEP is an evidence-based program that provides tools to manage diabetes more effectively and to reduce complications, leading to healthier, longer lives. The Midwest Latino Health Research, Training and Policy Center launched DEEP at the University of Illinois at Chicago. Based on principles of empowerment and adult education the curriculum (created in English and Spanish) engages community residents in self-management practices for diabetes prevention and control. Currently implemented across the United States, in Puerto Rico and Peru, DEEP educates participants on priority indicators: * Heart disease prevention * Nutrition * Physical activity/obesity prevention DEEP also covers mental health issues including stress relief, depression and coping with diabetes. Enid, Piedmont, Oklahoma City and Mustang Location 113 Number enrolled 67% Attrition rate 80% % of participants who increased (or maintained) fruit and vegetable consumption (days in which five or more servings were eaten in the last week) 67% % of participants who increased (or maintained) exercise (days in which they exercised 30 minutes or longer in the last week) 91% % of participants who increased (or maintained) blood sugar monitoring (days in which they tested their blood sugar in the last week) 91% % of participants who increased (or maintained 100% compliance) their medication compliance (days in which they took their medication as ordered in the last week) INTEGRIS Canadian Valley Hospital YOGA FOR KIDS The University of Arkansas Division of Agriculture Research and Extension developed Yoga for Kids. Intended for those ages five to 19, it incorporates adult yoga poses into kid-friendly routines and games. Participants achieve optimal physical, social and mental health while building their strength, flexibility and confidence. Breathing exercises promote relaxation and quiet the mind, and classroom yoga/stretch breaks are proven to improve concentration. This fun and simple program combines breath, physical postures and mindfulness to help strengthen and calm the body and mind. Yoga for Kids promotes stress relief as well as physical activity. Enid, Piedmont, Oklahoma City and Mustang Yoga for Kids locations: churches, schools, YMCA and afterschool programs 3,195 No. of child participants 12 No. of staff participants 67% % of kids who dealt with stress in a positive way before Yoga for Kids 94% % of kids who dealt with stress in a positive way after Yoga for Kids 67% % of kids who felt happy and relaxed before Yoga for Kids 91% % of kids who felt happy and relaxed after Yoga for Kids 67% % of school administration and staff who rated the program as good or very good 91% % of teachers who will use yoga in the classroom to relax and stretch at least twice per week 91% Six-month follow up: No. of teachers currently using yoga on the classroom at least twice per week INTEGRIS Grove Hospital MENS HEALTH NIGHT INTEGRIS Grove Hospital joined forces with area leaders and organizations to sponsor its inaugural Mens Health Night. Presented in partnership with Grove Dental Associates, Delaware County Health Department, Lions Club International and the Oklahoma City Community Foundation, the nights focus included mens health topics and how to lead your healthiest life. For the 115 guests who attended, a variety of classic cars were on display, as well as race boats from the Whats Up Doc? Race team. Participants took advantage of free health screenings such as PSA testing and oral cancer screens. Local leaders included Tyson Trimble, D.O., who spoke about achy joints and the effects of diet on joint health. Stan Crawford, D.D.S., shared his personal testimony on the effects of sleep apnea. Mark Londagin spoke about how a simple PSA screening saved his life. Jim Rutter, M.D., rounded out the nights discussions with a talk on the top mens health concerns. INTEGRIS Health Edmond MILK BAR The Milk Bar offers mothers weekly meetings to support breastfeeding in our community. Breastfeeding provides numerous health benefits for infants as well as for mothers. Attendees include mothers who have delivered in hospitals or at home in the greater Oklahoma City community. Mothers enjoy the Milk Bar where they make new friends, weigh their infants and receive information and answers about infant feeding. Many mothers have expressed their appreciation and the importance of the Milk Bar in helping them reach their breastfeeding goals, saying they believe they would not have continued to breastfeed if not for the support they received at the Milk Bar. MILK BAR TESTIMONIALS "It helped me push through our rough start to breastfeeding. Coming to the Milk Bar really made all the difference in my confidence. I transitioned from formula within weeks of coming to the Milk Bar. I am so grateful for it." GENERAL STATEMENT 4 PART III, LINE 4A: COMMUNITY BENEFIT REPORT CONTINUED "Im very appreciative of this group! So many wonderful ladies that are helpful and supportive! My breastfeeding journey would have been more tough had it not been for the Milk Bar." "Its a great way to make new mom friends." "I love how helpful it has been. If I have another child, I definitely will use baby caf as a useful resource." "Great support in the first couple of weeks to get over the hump of my supply coming in. Great help when I got a clogged milk duct." "Milk Bar gave me the confidence to keep going when I worried that I wasnt producing enough milk for my baby. Bringing him and weighing him before and after feedings gave me the peace of mind I needed. Because of my babys reflux problems, I thought I was done breastfeeding after a few months. With one visit to the Milk Bar, I learned a new way to hold him while feeding that I still use today. My goal was to exclusively breastfeed for six months-I am now close to eight. Thank you, Milk Bar!" INTEGRIS Miami Hospital KIDS CAN BE HEROES INTEGRIS Miami Hospital has had a longstanding relationship with Miami Public Schools. In addition to providing their employee wellness screenings, INTEGRIS Community Wellness also offers a variety of training and educational sessions for students and staff. This year, all 4th and 5th grade students participated in Kids Can Be Heroes Too where they learned signs and symptoms of stroke. More than 300 students participated in the training, and nearly 100 students participated in a poster contest in which they were encouraged to share the information with loved ones. INTEGRIS Southwest Medical Center MADRINA TRAINING PROGRAM FOR RED DRESS EVENT INTEGRIS Hispanic Initiative partners with the American Heart Association and the Vestido Rojo (Go Red for Your Heart) to educate and motivate participants to act toward improved cardiovascular health. Heart disease is the number one cause of death for Hispanic women, yet only one in three Hispanic women are aware of this fact. Vestido Rojo is a Go Red (Por Tu Corazon) conference held by the American Heart Association that celebrates the energy, passion and power of Hispanic women. The event would not be possible without madrinas (Godmother in Spanish). Each madrina is committed to wiping out heart disease and becomes a health ambassador for her family, friends and community. The madrina program represents a collaboration of volunteer champions who work strategically to eliminate targeted root causes of health inequity and spur individual action that positively impacts heart health outcomes in the Hispanic community. These efforts include active support of projects that help build awareness of the prevalence of heart disease in minority communities. Madrinas participated in three seminars held by the INTEGRIS Hispanic Initiative in preparation for the Go Red for Your Heart event. * Nutrition and physical activity * Hypertension and stroke * Cardiopulmonary resuscitation Each madrina committed to share the information with at least eight women, who accompanied them to the breakout sessions and luncheon on the Go Red event day. During the 2019 sessions, 57 madrinas attended the seminars. Completion of the program is defined as those who took their BP at least twice per month for four months. INTEGRIS OUTREACH EVENTS AND PROGRAMS 10 Steps to Mental Fitness 14 Tips to Prevent Heat Illness 2018 Mens Health University Health Fair 2019 African American Mens Health Summit 2019 Native American Mens Health Fair 4th Annual Fishing with Dads 4th Grade Baking Classes Alzheimers Caregiver Support Group Annual Health and Science Fair Ask A Pharmacist Be Fit Buzz Run Blood Pressure Power Career Day Caring for the Caregiver Changing Your Weighs Changing Your Weighs at HLC-MAPS3 Rockwell Changing Your Weighs at OIC Changing Your Weighs at Yukon High School Chisholm Physicals and Vision Screening City of Yukon Health Fair Community Flu Shot Clinics Community Wellness Budget Cooking Camp at Crossings Community Center Cooking Demos at Miami, OK, Public Library Cooking Matters Program at Crossings Community Clinic Coping with Grief De Mujer a Mujer Dell Mens Health Presentation Diabetes Education at Good Shepherd Ministries Diabetes Empowerment Education Program (DEEP) Diabetes Prevention Program (DPP) Diabetes Self-Management Down Syndrome Support Group Eat Well, Move More, Be Well 1st of 4-part weight program for seniors End of Life planning Enid Community Screenings Family Fun Day 5K and Walk Feed the Neighborhood Festival of the Child-Yukon, OK Fit, Not Frail (1st of 4 week) class for senior weight management Fit, Not Frail Senior Weight Management (4-class series) Food and Nutrition related to Brain Health Food Demonstration at OKC County Health Dept. Food Demonstration at the Moore Food and Resource Center Food Demos at Myriad Botanical Gardens Go Red For Your Heart/Vestido Rojo Grocery Store Tours Hacking Your Snacks Health Ministry Academy Healthy Heart Walkers Club Hearing Helpers Demos and Health Fairs Heartsaver CPR and AED, First Aid Heartwork Hinton Chamber Mens Health Presentation Hispanic Health Fair/Feria Hispana de la Salud Hispanic Radio, television and newspaper Holiday Eating (and Drinking) Tips HLC-MAPS3 (Rockwell) Holiday Eating program-Edmond Senior Center Holy Angels Health Fair/Feria de Salud en Santos Angeles Hospice and Palliative Care Identity Theft INTEGRIS Community Clinic INTEGRIS FitClub FY 2018-19 Kids in the Kitchen Label Literacy-HLC-MAPS3 (Rockwell) Lay Health Promoters/Promotoras de Salud Learning to Relax LiveStrong Cancer Survivor Support Group Mens Health Month Tables (Metro) Mens Health Movember Tables (Metro) Mental Fitness and Brain Health Mental Health First Aid Mental Health First Aid Mini Health Fairs Mobile Screening Unit and Car Show Event Monthly Lectures/Conferencias Mensuales Monthly Nutrition ISMC Necessary or Needless Newsletters/VIVA INTEGRIS Nutrition Class Series/Clase de Nutricin Nutrition Education at Rockwell Senior Center - MAPS 3 Nutrition Education at Staff Development Training for SHA Nutrition Education for Senior Wellness Program at Enid Bass Nutrition Presentation for Healthy Living Center - MAPS3 Nutrition Presentation for Meadowood Baptist Church, MWC Nutrition Presentation for Parkinsons Support Group, Mustang, OK Nutrition Presentation, Edmond Senior Center Nutrition Presentation, Edmond Senior Center Nutrition Presentation, HLC-MAPS3 Rockwell Nutrition Program-ISMC Out of the Darkness Community Walk Physical Exercise and Brain Health Picnic for Progress Positive Directions Mentoring Project 31 Breast Cancer Support Group presentation Proton Center Wellness Initiative Kick-Off Resilience Sarcopenia, Bethany 1st Church of Nazarene Senior Cafe-ISMC Senior Health and Fitness Day Senior Health Fair at MAPS 3 Senior Life and Community Wellness Opening and Picnic Senior Life Wellness Budget Senior Nutrition Program-ISMC Sleep and Relaxation related to Brain Health Snack Chat Sneaky Tips for Surviving the Holidays-TALC, Brookline Spanish Cancer Support Group/Grupo de Apoyo de Cancer Speaker Presentation at Bethany First Church, Bethany, OK Spices and Herbs St. Pauls Lutheran Mens Prayer Meeting, guest speaker Stanley Hupfeld Academy Operational Funding Stanly Hupfeld Academy Clinic Survivors of Suicide support group TALC Educational Programs TALC Nutrition Program-Brookline Town Hall-Naloxone Training Walk this Way What Everyone Needs to Know About Mens Health Whats New on the Menu Yoga for Kids Yoga in Your Chair Youth Speak Out Yukon Community Screenings Yukon Public Schools Health Fair 2019 COMMUNITY BENEFITS BY THE NUMBERS INTEGRIS provided $79,740,126 in community benefits including the cost of bad debt. This includes our returnship, community building efforts, uncompensated services and Medicaid services. GENERAL STATEMENT 5 PART III, LINE 4A: COMMUNITY BENEFIT REPORT CONTINUED RETURNSHIP Returnship epitomizes our mission of giving back to our community. It takes the form of hundreds of programs and acts of charity provided daily across the state of Oklahoma. * Free health screenings * Support groups * Medical services * Educational programs * Health fairs Total 2019 Returnship = $4,088,758 COMMUNITY BUILDING Community building is another vital way we give back. These efforts mean addressing the root causes of health problems in our communities. * Making physical improvements in housing * Economic development * Community support * Environmental enhancements * Advocacy for community health advancements Total 2019 Community Building = $290,476 UNCOMPENSATED SERVICES AND MEDICAID SERVICES Uncompensated services are the costs of providing free and reduced-cost care. As a system of not-for-profit hospitals, INTEGRIS provides services to everyone, regardless of the ability to pay for their insurance coverage. Thus, we provide a much-needed safety net for members of our community who would otherwise have no access to medical care. Charity care costs are based on the overall hospital cost-to-charge ratios. INTEGRIS also provides care to patients who qualify for Medicaid programs. Total 2019 charity care and Medicaid services - estimated cost of $44,010,520 BAD DEBT In addition, INTEGRIS incurred bad debt with an estimated cost of $31,350,372 based on the overall hospital cost-to-charge ratio. GENERAL STATEMENT 6 PART V: QUESTION 1A - INTEGRIS HEALTH, INC., AS THE PARENT ENTITY OF THE INTEGRIS HEALTH SYSTEM, PAYS ALL VENDORS FOR SERVICES PROVIDED TO ALL ENTITIES WITHIN THE SYSTEM. ACCORDINGLY, COMPENSATION PAID TO INDEPENDENT CONTRACTORS IS REPORTED ON THE FORM 1096, ANNUAL SUMMARY AND TRANSMITTAL OF U.S. INFORMATION RETURNS OF INTEGRIS HEALTH, INC., EIN 73-1192764. EXPENSES ARE ALLOCATED TO AND REIMBURSED BY INDIVIDUAL ENTITIES WITHIN THE SYSTEM, AND REPORTED ON THEIR RESPECTIVE FORMS 990, PART VII, SECTION B AND PART IX, AS APPROPRIATE. PART V: QUESTION 2A - THE SALARIES REFLECTED ON FORM 990, PART IX, LINE 7, WERE ALL REPORTED ON THE FORM 941 EMPLOYER'S QUARTERLY FEDERAL TAX RETURN, OF INTEGRIS HEALTH, INC.,EIN 73-1192764. THESE SALARIES WERE REIMBURSED TO INTEGRIS HEALTH, INC. AND WERE INCLUDED IN THE NUMBER OF EMPLOYEES ON INTEGRIS HEALTH, INC.'S FORM W-3. THE NUMBER OF EMPLOYEES REPORTED ON PART V, LINE 2A REPRESENTS THE NUMBER OF FULL TIME EMPLOYEES, AS DETERMINED BY FTE HOURS WORKED, FOR THE FILING ORGANIZATION DURING THE 2018 TAX YEAR. GENERAL STATEMENT 7 PART VI: SECTION A. GOVERNING BODY AND MANAGEMENT PART VI: QUESTION 2 THE FILING ORGANIZATION IS A MEMBER OF AN INTEGRATED HEALTHCARE SYSTEM CONTROLLED BY INTEGRIS HEALTH, INC. (SYSTEM). THE FOLLOWING OFFICERS AND DIRECTORS OF THE FILING ORGANIZATION HAVE A BUSINESS RELATIONSHIP WITH ONE ANOTHER BY VIRTUE OF THEIR POSITIONS AS OFFICERS, DIRECTORS, OR EMPLOYEES OF RELATED ENTITIES WITHIN THE SYSTEM: C. BRUCE LAWRENCE BETH A. PAUCHNIK DANIEL DAVIS JOEY SAGER DOUGLAS M. SMITH TIMOTHY PEHRSON GENERAL STATEMENT 8 PART VI: SECTION A. GOVERNING BODY AND MANAGEMENT PART VI: QUESTIONS 6, 7A AND 7B - INTEGRIS HEALTH, INC. IS THE SOLE MEMBER OF INTEGRIS BAPTIST MEDICAL CENTER, INC. AS SUCH IT HAS THE POWER (1) TO ELECT THE DIRECTORS AND TO REMOVE THE ENTIRE BOARD OF DIRECTORS OR ANY INDIVIDUAL DIRECTOR AT ANY TIME WITH OR WITHOUT CAUSE, (2) TO APPROVE OR DISAPPROVE ANY ACTION TAKEN BY THE BOARD OF DIRECTORS AMENDING, ALTERING, CHANGING OR REPEALING THE BYLAWS, (3) TO VOTE ON ALL MATTERS WHERE THE AUTHORIZATION OR APPROVAL OF THE SOLE MEMBER IS REQUIRED BY THE CERTIFICATE OF INCORPORATION, THE BYLAWS OR STATE LAW. GENERAL STATEMENT 9 PART VI: SECTION B. POLICIES PART VI: QUESTION 11B - THE ORGANIZATION IS A MEMBER OF AN INTEGRATED HEALTHCARE SYSTEM CONTROLLED BY INTEGRIS HEALTH, INC. (SYSTEM). THE SYSTEM HAS A SINGLE AUDIT COMPLIANCE COMMITTEE WHICH OVERSEES THE CONSOLIDATED FINANCIAL STATEMENT AUDIT AS WELL AS THE FILING OF FEDERAL AND STATE TAX FORMS. THE SYSTEM ENGAGES A PAID PREPARER EXPERIENCED IN THE PREPARATION OF FORM 990 TO PREPARE THE FORM. A DRAFT FORM 990 IS PROVIDED TO THE SYSTEM VICE PRESIDENT, FINANCE FOR REVIEW. A FINAL FORM 990 IS GIVEN TO THE SYSTEM CHIEF FINANCIAL OFFICER FOR REVIEW, APPROVAL, AND SIGNATURE. THE FINAL FORM 990 IS MADE AVAILABLE TO THE ORGANIZATION'S BOARD OF DIRECTORS, AS WELL AS TO THE SYSTEM'S AUDIT/COMPLIANCE COMMITTEE, FOR REVIEW PRIOR TO FILING THE RETURN. GENERAL STATEMENT 10 PART VI: SECTION B. POLICIES PART VI: QUESTION 12C - THE FILING ORGANIZATION IS A MEMBER OF AN INTEGRATED HEALTHCARE SYSTEM CONTROLLED BY INTEGRIS HEALTH, INC. (INTEGRIS OR SYSTEM). CONFLICT OF INTEREST IS ADDRESSED IN THE INTEGRIS CODE OF CONDUCT. ALL SYSTEM EMPLOYEES RECEIVE TRAINING DURING NEW EMPLOYEE ORIENTATION AND ARE INSTRUCTED TO REPORT ANY POSSIBLE CONFLICTS, TO REFER ANY CONFLICT OF INTEREST QUESTIONS TO THE SYSTEM'S COMPLIANCE OFFICER OR THROUGH THE ANONYMOUS INTEGRITY LINE. ALL NEW MANAGERS RECEIVE ADDITIONAL TRAINING ON CONFLICT OF INTEREST POLICES DURING LEADERSHIP TRAINING. LEGAL SERVICES REVIEWS ALL CONTRACTS FOR CONFLICTS OF INTEREST. INTERNAL AUDIT CONDUCTS AUDITS FOR POSSIBLE CONFLICTS OF INTEREST BASED ON THEIR ANNUAL RISK ASSESSMENT. CORPORATE COMPLIANCE INCLUDES ASSESSMENTS FOR CONFLICTS OF INTEREST IN ITS ANNUAL WORK PLAN AND CONDUCTS SPECIALIZED TRAINING FOR HIGH RISK AREAS. THE GOVERNANCE COMMITTEE, A COMMITTEE OF THE INTEGRIS HEALTH BOARD COMPRISED OF INDEPENDENT BOARD MEMBERS, REVIEWS AND APPROVES ANY AND ALL PROPOSED BUSINESS TRANSACTIONS BETWEEN ANY ENTITY OF INTEGRIS AND A DISQUALIFIED PERSON. GENERAL STATEMENT 11 PART VI: SECTION B. POLICIES PART VI: QUESTION 15A - THE FILING ORGANIZATION IS A MEMBER OF AN INTEGRATED HEALTHCARE SYSTEM CONTROLLED BY INTEGRIS HEALTH, INC. (INTEGRIS OR SYSTEM). COMPENSATION FOR THE CEO, MANAGING DIRECTORS AND VICE PRESIDENTS IS ANALYZED BY AN INDEPENDENT HEALTH CARE CONSULTING FIRM. THE ANALYSIS INCLUDES A FAIR MARKET VALUE ASSESSMENT AND ESTABLISHMENT OF A RANGE FOR EACH POSITION BASED ON RESEARCH OF COMPARABLE HEALTH CARE SYSTEMS OF SIMILAR SIZE. THE REPORT AND RECOMMENDED COMPENSATION LEVELS FOR EACH EXECUTIVE MANAGEMENT POSITION IS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE INTEGRIS HEALTH BOARD OF DIRECTORS AND ULTIMATELY THE FULL BOARD OF DIRECTORS. THE MINUTES OF BOTH THE COMPENSATION COMMITTEE AND BOARD OF DIRECTORS REFLECTS A REVIEW OF THE COMPARABILITY DATA, THE EXECUTIVE PERFORMANCE REVIEWS AND THE DECISION-MAKING PROCESS. PART VI: QUESTION 15B - THE FILING ORGANIZATION IS A MEMBER OF AN INTEGRATED HEALTHCARE SYSTEM CONTROLLED BY INTEGRIS HEALTH, INC. (INTEGRIS OR SYSTEM). ALL DEPARTMENT DIRECTORS COMPENSATION IS REVIEWED ANNUALLY BY THE INTEGRIS COMPENSATION DEPARTMENT OF HUMAN RESOURCES. INDEPENDENT SALARY SURVEY SOURCES FROM THIRD PARTY PROVIDERS ARE USED TO DETERMINE LOCAL AND REGIONAL FAIR MARKET COMPETITIVENESS. ADJUSTMENTS IN SALARIES BASED ON INDIVIDUAL PERFORMANCE STANDARDS OR ANY MARKET EQUITY ADJUSTMENTS ARE APPROVED BY THE RESPECTIVE VICE PRESIDENT OR MANAGING DIRECTOR. GENERAL STATEMENT 12 PART VI: SECTION C. DISCLOSURE PART VI: QUESTION 19 - THE ORGANIZATION DOES NOT MAKE ITS FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICY AVAILABLE TO THE PUBLIC. HOWEVER, THE FINANCIAL STATEMENTS OF THE ORGANIZATION ARE INCLUDED IN THE CONSOLIDATED FINANCIALS FOR INTEGRIS HEALTH, INC., A RELATED CORPORATION. THESE CONSOLIDATED FINANCIALS ARE DISCLOSED FOR BOND COMPLIANCE PURPOSES USING DIGITAL ASSURANCE CERTIFICATION. GENERAL STATEMENT 13 PART VII: SECTION B. INDEPENDENT CONTRACTORS DIAGNOSTIC LABORATORY REFERENCE LAB $24,113,596 OF OKLAHOMA, LLC 225 N.E. 97TH STREET OKLA. CITY, OK 73114 MEDICAL STAFFING NETWORK D/B/A CONTRACT STAFFING $20,027,086 INTELISTAFF OF OKLAHOMA HEALTHCARE LLC P.O. BOX 840292 DALLAS, TX 75284 OKLAHOMA HEALTHCARE SHOPP FEE $20,404,523 AUTHORITY (OHCA) 4345 N. LINCOLN BLVD. OKLA. CITY, OK 73105 LIFESHARE TRANSPLANT ORGAN ACQUISITION $ 7,279,332 DONOR SERVICE 4705 N.W. EXPRESSWAY OKLA. CITY, OK 73132 AMERIPATH PHYSICIAN CALL PAY $ 1,942,740 P.O. BOX 849893 DALLAS, TX 75284 GENERAL STATEMENT 14 PART XI: RECONCILIATION OF NET ASSETS, LINE 9 TRANSFER TO INTEGRIS CARDIOVASCULAR ($ 425,090) PHYSICIANS, LLC FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTING FEES TOTAL FEES:1518780 FORM 990 PART IX LINE 11G DESCRIPTION:PHYSICIANS FEES EXPENSE TOTAL FEES:13724531 FORM 990 PART IX LINE 11G DESCRIPTION:CORPORATE OVERHEAD FEES TOTAL FEES:XXX-XX-XXXX GREAT PLAINS MEDICAL FOUNDATION 5300 N INDEPENDENCE AVE STE 130 OKLAHOMA CITY OK 73112 731457016 MED.RES.PROG. OK 2024126 27057455 IBMC INTEGRIS AMBULATORY CARE CORPORATION 5300 N INDEPENDENCE AVE STE 130 OKLA CITY OK 73112 731192765 HEALTH CARE OK 501(C)(3) LINE 3 IH false INTEGRIS HOSPICE INC 5300 N INDEPENDENCE AVE STE 130 OKLA CITY OK 73112 731369586 HEALTH CARE OK 501(C)(3) LINE 10 IH false INTEGRIS HEALTH INC 5300 N INDEPENDENCE AVE STE 130 OKLA CITY OK 73112 731192765 HEALTH CARE OK 501(C)(3) LINE 12-I NA false INTEGRIS RURAL HEALTH INC 5300 N INDEPENDENCE AVE STE 130 OKLA CITY OK 73112 731444504 HEALTH CARE OK 501(C)(3) LINE 3 IH false INTEGRIS SOUTHWEST MEDICAL CENTER INC 5300 N INDEPENDENCE AVE STE 130 OKLA CITY OK 73112 731089149 HEALTH CARE OK 501(C)(3) LINE 3 IH false INTEGRIS HEALTH FOUNDATION INC 5300 N INDEPENDENCE AVE STE 130 OKLA CITY OK 73112 731047338 FUNDRAISING OK 501(C)(3) LINE 7 IH false WESTERN VILLAGE ACADEMY INC 5300 N INDEPENDENCE AVE STE 130 OKLA CITY OK 73112 731588764 SCHOOL OK 501(C)(3) LINE 2 IACC false INTEGRIS HEALTH EDMOND INC 5300 N INDEPENDENCE AVE STE 130 OKLA CITY OK 73112 451027361 HEALTH CARE OK 501(C)(3) LINE 3 IH false INTEGRIS MENTAL HEALTH INC 5300 N INDEPENDENCE AVE STE 130 OKLA CITY OK 73112 730738716 HEALTH CARE OK 501(C)(3) LINE 3 IH false BMPA LTD 73-1228665 OKLAHOMA CITY OK 73112 OKLAHOMA CITY OK 73112 MED. OFFICE BLDG. OK NA N/A false false QC-III 20-8723857 OKLAHOMA CITY OK 73112 OKLAHOMA CITY OK 73112 MEDICAL OK IBMC RELATED -3666 72625 false 0 true 0.60684 DIAGNOSTIC LAB 73-1560760 LYNDHURST NJ 07071 LYNDHURST NJ 07071 CLINICAL LAB NJ NA RELATED 13175959 11176441 false 565006 true 0.49000 MPI CENTER 73-1283942 OKLAHOMA CITY OK 73112 OKLAHOMA CITY OK 73112 MEDICAL OK NA N/A false false HILLCRESTINTEGRIS HEALTH LLC OKLAHOMA CITY OK 73112 OKLAHOMA CITY OK 73112 DORMANT OK NA N/A false false LAKESIDE HOSPITAL 73-1493662 OKLAHOMA CITY OK 73112 OKLAHOMA CITY OK 73112 MEDICAL OK NA N/A false false 5300 GRAND 73-1306794 FRANKLIN TN 37067 FRANKLIN TN 37067 REAL ESTATE TN NA RELATED 143 8980 false 0 true 0.01000 INTEGRISUSP HLTH 35-2632292 ADDISON TX 75001 ADDISON TX 75001 MEDICAL SERVICES TX NA N/A false false INTEGRIS EMER HOSP 90-1215089 THE WOODLANDS TX 77381 THE WOODLANDS TX 77381 HEALTH CARE TX NA N/A false false INTEGRIS PROHEALTH INC 5300 N INDEPENDENCE AVE STE 130 OKLA CITY OK 73112 731046179 RETAIL PHARMACY OK NA C Corp false THE STANLEY F HUPFELD CHAR REMAIN TRUST 5300 N INDEPENDENCE AVE STE 130 OKLA CITY OK 73112 266238051 FINANCIAL OK NA Trust true QUALITY ALLIANCE ASSURANCE CO PO BOX 10027 KYI-1001 GRAND CAYMAN CJ 981060671 INSURANCE CJ NA C Corp false BAPTIST HEALTH SYSTEM INC 5300 N INDEPENDENCE AVE STE 130 OKLA CITY OK 73112 731477468 DORMANT OK NA C Corp false ONE CARE INC 5300 N INDEPENDENCE AVE STE 130 OKLA CITY OK 73112 DORMANT OK NA C Corp false VADOVATIONS INC 5300 N INDEPENDENCE AVE STE 130 OKLA CITY OK 73112 270821922 HEALTH CARE OK IBMC C Corp 321 2288846 1.00000 false INTEGRIS HEALTH PARTNERS LLC 5300 N INDEPENDENCE AVE STE 130 OKLA CITY OK 73112 453482852 HEALTH CARE OK NA C Corp false INTEGRIS CARDIOVASCULAR PHYSICIANS LLC 5300 N INDEPENDENCE AVE STE 130 OKLA CITY OK 73112 452867352 HEALTH CARE OK NA C Corp false false true true false false false false false false true true true true false false true true true true SUPPLEMENTAL INFORMATION 1 SCHEDULE R, PART III UNRELATED BUSINESS INCOME FOR DIAGNOSTIC LABORATORY OF OKLAHOMA WAS CALCULATED FOLLOWING THE APPROACH ALLOWED BY PLR XXX-XX-XXXX.