2025-11-04T12:19:49-06:00 2024-12-31 990 2024-01-01 810231785 ST JAMES HEALTHCARE STJA 4067232500 400 SOUTH CLARK STREET BUTTE MT 59701 PAM PALAGI AVP, FINANCE MT MARKET 4067232500 2025-11-04 0 2024 2025-03-06 01:10:19Z KAREN COSTELLO 400 SOUTH CLARK STREET BUTTE MT 59701 143825507 0 0928 X SEE SCHEDULE O X 1976 MT WE REVEAL AND FOSTER GOD'S HEALING LOVE BY IMPROVING THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE, ESPECIALLY THOSE WHO ARE POOR AND VULNERABLE. 16 15 675 16 1335894 244124 1601677 568219 137870334 140960835 1203515 610827 1509349 1276951 142184875 143416832 4749916 4197421 0 0 47799296 45883513 0 0 0 99041771 96589582 151590983 146670516 -9406108 -3253684 143832551 136542329 11557408 7962405 132275143 128579924 X WE REVEAL AND FOSTER GOD'S HEALING LOVE BY IMPROVING THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE, ESPECIALLY THOSE WHO ARE POOR AND VULNERABLE. 0 0 126716047 4197421 141431013 ST. JAMES HEALTHCARE (ST. JAMES) HAS PLAYED AN IMPORTANT ROLE IN THE HISTORY OF BUTTE, MONTANA. FOUNDED IN 1881 BY THE SISTERS OF CHARITY OF LEAVENWORTH, ST. JAMES HAS BEEN KNOWN FOR GENERATIONS FOR ITS MISSION OF COMPASSIONATE CARE AND SERVICE TO THE POOR. TODAY, THAT COMMITMENT IS ACCOMPANIED BY ST. JAMES' REPUTATION AS A TECHNOLOGICAL LEADER IN MONTANA'S HEALTHCARE INDUSTRY AND THE LARGEST ACUTE-CARE HOSPITAL IN SOUTHWEST MONTANA.ST. JAMES IS RELATED TO SCL HEALTH MEDICAL GROUP - BUTTE, LLC, A SINGLE MEMBER LIMITED LIABILITY COMPANY OWNED BY A RELATED ORGANIZATION, SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. SCL HEALTH MEDICAL GROUP - BUTTE, LLC IS A GROUP OF PHYSICIAN CLINICS THAT PROVIDE PROFESSIONAL SERVICES TO THE ST. JAMES COMMUNITY AND SUPPORTS THE MISSION OF ST. JAMES. ALTHOUGH SCL HEALTH MEDICAL GROUP - BUTTE, LLC IS NOT OWNED DIRECTLY BY ST. JAMES, ST. JAMES IS REQUIRED TO FUND ALL OPERATING LOSSES OF SCL HEALTH MEDICAL GROUP - BUTTE, LLC. IN 2024, THE HOSPITAL PROVIDED $7,655,472 IN SUPPORT OF THE LOSSES OF THE PHYSICIAN CLINICS.ON APRIL 1, 2022, INTERMOUNTAIN HEALTH CARE, INC. AND SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. AFFILIATED, CREATING A MODEL HEALTH SYSTEM THAT PROVIDES HIGH-QUALITY, ACCESSIBLE, AND AFFORDABLE HEALTHCARE TO COMMUNITIES IN UTAH, IDAHO, NEVADA, COLORADO, MONTANA, AND WYOMING. THE ORGANIZATION EMPLOYS MORE THAN 68,000 CAREGIVERS, OPERATES 33 HOSPITALS (INCLUDING ONE VIRTUAL HOSPITAL), AND RUNS HUNDREDS OF CLINICS, WHILE PROVIDING HEALTH INSURANCE TO OVER ONE MILLION PEOPLE IN COLORADO, IDAHO, NEVADA, AND UTAH. AS PART OF INTERMOUNTAIN HEALTH (INTEGRATED HEALTH SYSTEM), ST. JAMES HAS DIRECT ACCESS TO BEST PRACTICES, RESOURCES, TECHNOLOGY, TALENT AND STRATEGIC CAPITAL. ST. JAMES CONTINUES TO BE A PROUD RECIPIENT OF THE PRESS GANEY GUARDIAN OF EXCELLENCE AWARD.ST. JAMES HAS A VARIETY OF PROGRAMS AND SERVICES TO SERVE THE COMMUNITY INCLUDING BUT NOT LIMITED TO:- CANCER CARE- CARDIAC SERVICES- EMERGENCY AND TRAUMA SERVICES (LEVEL III TRAUMA CENTER)- HOSPICE AND PALLIATIVE CARE- IMAGING- JOINT SURGERY AND REPLACEMENT CENTER- LABOR AND DELIVERY- ORTHOPEDICS- SPORTS MEDICINE- SURGERY CENTER- THERAPY AND REHAB SERVICES- WOMEN'S HEALTH SERVICESDURING 2024, ST. JAMES HAD THE FOLLOWING RESULTS:ADMISSIONS 2,638OUTPATIENT VISITS 81,437EMERGENCY DEPARTMENT VISITS 17,201BIRTHS - 255SURGERIES 1,275LABORATORY TESTS 298,146MISSION:WE REVEAL AND FOSTER GOD'S HEALING LOVE BY IMPROVING THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE, ESPECIALLY THOSE WHO ARE POOR ANDVULNERABLE.VISION:BE A MODEL HEALTH SYSTEM BY PROVIDING EXTRAORDINARY CARE AND SUPERIOR SERVICE AT AN AFFORDABLE COST.VALUES:WE ARE LEADERS IN CLINICAL EXCELLENCE, DELIVERING SAFE, BEST-IN-QUALITY CARE.WE BELIEVE IN WHAT WE DO, LIVING OUR MISSION EVERY DAY.WE SERVE WITH EMPATHY, CARING FOR EACH CAREGIVER, PATIENT, AND MEMBER WITH COMPASSION AND RESPECT.WE ARE PARTNERS IN HEALTH, COLLABORATING TO KEEP PEOPLE WELL.WE DO THE RIGHT THING, LEARNING AND ACTING WITH PURPOSE.WE ARE BETTER TOGETHER, BUILDING COMMUNITY THROUGH TEAMWORK AND BELONGING. 126716047 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 X 0 0 675 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 16 15 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 1 0 X COLIN QUINCY 8014423491 36 SOUTH STATE STREET SALT LAKE CITY UT 84111 BRYAN JOHNSON INTERIM PRESIDENT, MT MKT. (PARTIAL) 6.00 52.00 X X 0 789764 295366 JAMES DOYLE PRESIDENT SJB (PARTIAL) 50.00 0.00 X 716911 0 11810 KAREN COSTELLO PRESIDENT SJB/PRES. HRH (PARTIAL) 25.00 26.00 X 548419 0 177613 LEE BOYLES MONTANA MARKET PRESIDENT (PARTIAL) 9.00 45.00 X X 0 577655 142739 SEAN FADDEN TREASURER 1.00 56.00 X 0 531506 182934 JAMES RITCHEY FORMER KEY EMPLOYEE 0.00 50.00 X 0 487661 193103 MOHAN NANDALUR MD FORMER HIGHEST COMPENSATED 0.00 50.00 X 0 602919 31805 MARWAN MASSOUH MD FORMER HIGHEST COMPENSATED 0.00 50.00 X 0 596426 32719 JENNIFER DAVENPORT MD ACMO MT REG., CHIEF MEDICAL OFFICER 9.00 42.00 X 544019 0 76736 PAMELA PALAGI AVP, FINANCE MT MARKET 9.00 42.00 X 0 425906 127953 TERENCE MOLOUGHNEY ASSISTANT SECRETARY (PARTIAL) 1.00 56.00 X 0 454404 62322 ADAM SCHAFER VP NETWORK DEVELOPMENT REGION MT 9.00 41.00 X 0 324294 140610 KELLY ADAMS SECRETARY (PARTIAL) 1.00 57.00 X 0 294501 90592 KATIE ROEDOCKER VP COO/CNO SJB 50.00 1.00 X 257294 0 108584 TRACY NEARY VP MISSION INTEGRATION REGION MT 9.00 41.00 X 0 247253 112333 ALAN MAYER MD FORMER HIGHEST COMPENSATED 0.00 50.00 X 0 308920 46617 LUC HIBBS MD FORMER HIGHEST COMPENSATED 0.00 50.00 X 0 292389 41680 JAMES BARRY OSER MD FORMER HIGHEST COMPENSATED 0.00 50.00 X 0 308030 21829 JOEL DYE MD FORMER HIGHEST COMPENSATED 0.00 50.00 X 0 276208 50649 TRISHA PALMER DIRECTOR OF HUMAN RESOURCES 50.00 0.00 X 213145 0 55397 RISIK RASK PHARMACY DIRECTOR 50.00 0.00 X 193149 0 54505 HOLLY FERGUSON SR. DIRECTOR THERAPY SVCS 50.00 0.00 X 178655 0 67369 JEFFREY NEIL PHARMACIST 50.00 0.00 X 193874 0 43860 JOHN JAKSHA PHARMACIST 50.00 0.00 X 190723 0 46120 AMY LEITCH ASSISTANT SECRETARY (PARTIAL) 1.00 52.00 X 0 53984 3130 CHRISTOPHER EDWARDS CHAIR 1.00 2.00 X X 0 0 0 KAREN FAGG TRUSTEE 1.00 5.00 X 0 0 0 DANETTE GLEASON TRUSTEE 1.00 2.00 X 0 0 0 SISTER EILEEN HURLEY TRUSTEE 1.00 2.00 X 0 0 0 SISTER JUDITH JACKSON TRUSTEE 1.00 2.00 X 0 0 0 BEN JAGODZINSKI MD TRUSTEE (PARTIAL) 1.00 2.00 X 0 0 0 MJ JANSSEN TRUSTEE 1.00 2.00 X 0 0 0 BERNARD MCCARTHY TRUSTEE 1.00 2.00 X 0 0 0 CHARLES NOTBOHM VICE CHAIR 1.00 2.00 X X 0 0 0 COLLEEN O'LEARY SECRETARY 1.00 2.00 X X 0 0 0 NGUYEN-VU PHAM TRUSTEE 1.00 5.00 X 0 0 0 BECKY RENO TRUSTEE 1.00 2.00 X 0 0 0 MAJEL RUSSELL TRUSTEE 1.00 2.00 X 0 0 0 CINDY SORICH TRUSTEE 1.00 2.00 X 0 0 0 MISTY STEADMAN TRUSTEE 1.00 2.00 X 0 0 0 3036189 6571820 2218375 79 1 1 0 0 568019 200 568219 PATIENT CARE 620000 140960835 140401699 559136 140960835 567211 567211 63351 656 62695 62695 62695 351743 308127 43616 43616 43616 67212 99892 -32680 -32680 SUMMIT SURGERY CTR 620000 657801 657801 CAFETERIA REVENUE 720000 570930 470178 100752 LAUNDRY SERVICES 810000 18205 18205 1246936 143416832 140871877 1335894 640842 X 4197421 4197421 2031172 2000613 30559 34586599 34040789 545810 1901940 1901940 4753412 4753412 2610390 2573677 36713 257620 257620 13011 13011 22184661 22184661 83822 76389 7433 248878 244669 4209 7103907 7103907 1900166 1733046 167120 204524 165758 38766 34207 31731 2476 1370523 1370523 7328143 7328143 185657 185657 MEDICAL SUPPLIES 29151907 29151907 SHARED SERVICES 9143824 212356 8931468 MAINTENANCE & OTHER SER 5533013 5529847 3166 FEDERAL INCOME TAX 147793 147793 11697926 8885715 2812211 146670516 126716047 19954469 0 1125 1180 13088022 16135227 1450 2741233 2880956 618847 988311 106554495 18231225 87252353 88323270 6250918 5599176 33880053 22612759 143832551 136542329 10197905 6665058 312892 497347 1046611 800000 11557408 7962405 X 132275143 128579924 132275143 128579924 143832551 136542329 X -3253684 -441535 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 13011 13011 0 PART II-B, LINE 1: ST. JAMES HEALTHCARE PAID MEMBERSHIP DUES TO THE MONTANA HOSPITAL ASSOCIATION OF WHICH $911 IS ATTRIBUTED TO LOBBYING. LOBBYING EXPENSES OF $12,100 WERE DERIVED FROM FEES FOR ADVOCACY SERVICES RELATED TO MONTANA LEGISLATIVE ACTIVITIES. 1830092 903231 44184 608293 2169214 1734169 878858 30621 813556 1830092 1499543 714391 -30367 449398 1734169 4368820 472377 10491 25874 3326271 1499543 4773804 1819711 14882 2239577 4368820 0.00000 0.25600 0.74400 0 1 1 1245204 1245204 4141 75931355 7774480 68161016 1582672 366933 1215739 25933702 10089812 15843890 1857421 1857421 88323270 INTERCOMPANY RECEIVABLE 8429552 3RD PARTY SETTLEMENTS 13916909 RENT RECEIVABLE 121293 OTHER ASSETS 145005 22612759 ENVIRONMENTAL REMEDITION LIABILITY 800000 800000 PART V, LINE 4: ST. JAMES HEALTHCARE FOUNDATION'S TEMPORARY ENDOWMENT FUNDS AND EARNINGS FROM THE PERMANENT ENDOWMENT FUNDS SUPPORT ST. JAMES HEALTHCARE IN AREAS INCLUDING ASSOCIATE EDUCATION, CARDIOVASCULAR, CHARITY CARE, COMMUNITY HEALTH & WELLNESS, GREATEST NEED, MOM/BABY & PEDIATRICS, NEUROSCIENCES, ONCOLOGY, SPIRITUAL CARE, WOMEN'S SERVICES, AND OTHER SERVICES AND PROGRAMS. 1 1 X 1 X 250.000000000000 1 X 500.000000000000 1 1 1 0 1 1 2778833 0 2778833 0.01930 19750039 21369987 0 0.00000 1127577 944269 183308 0.00130 23656449 22314256 2962141 0.02060 2605094 335000 2270094 0.01580 325011 0 325011 0.00230 27812353 24257733 3554620 0.02470 0 0 4050696 0 4050696 0.02810 34793154 24592733 10200421 0.07090 58449603 46906989 13162562 0.09150 3143 3143 0.00000 7458 7458 0.00010 10601 10601 0.00010 1 2686333 47620558 61554237 -13933679 X 1 1 1 SUMMIT SURGERY CENTER OUTPATIENT SURGERY CENTER 0.90480 0.09520 1 1 ST JAMES HEALTHCARE 400 SOUTH CLARK ST BUTTE MT 59701 WEBSITE: SEE PART VI 13287 X X X ST JAMES HEALTHCARE 1 0 0 1 X X X X X X X X X 23 1 0 1 1 X SEE PART V, SECTION C X X 1 23 1 SEE PART V, SECTION C 0 1 X 250.000000000000 500.000000000000 X X X X 1 1 X X X X X 1 X SEE PART V, SECTION C X SEE PART V, SECTION C X SEE PART V, SECTION C X X X X X X X 1 X 0 X X X X X 1 X 0 0 ST. JAMES HEALTHCARE PART V, SECTION B, LINE 5: THE 2023 CHNA WAS CONDUCTED BY PROFESSIONAL RESEARCH CONSULTANTS (PRC) ON BEHALF OF ST. JAMES HEALTHCARE (REFERRED TO HEREAFTER AS ST. JAMES) AND THE BUTTE-SILVER BOW HEALTH DEPARTMENT. THE 2023 CHNA WAS A FOLLOW-UP TO SIMILAR STUDIES CONDUCTED IN 2020, 2017, 2014, AND 2011. AN ADVISORY GROUP INCLUDING REPRESENTATIVES FROM ST. JAMES, BUTTE SILVER-BOW PUBLIC HEALTH DEPARTMENT, AND SOUTHWEST MONTANA COMMUNITY HEALTH CENTER, FEDERALLY QUALIFIED HEALTH CENTER SERVING THE BUTTE-SILVER BOW COMMUNITY, PROVIDED INPUT THROUGHOUT THE CHNA PROCESS INCLUDING SURVEY QUESTION SELECTION AND IDENTIFYING KEY INFORMANTS. THE CHNA INCORPORATED: 1) PRIMARY QUALITATIVE DATA (PUBLIC SURVEY OF HOUSEHOLDS ON COMMUNITY HEALTH AND KEY INFORMANT ONLINE SURVEYS) AND 2) SECONDARY QUANTITATIVE DATA (PUBLIC HEALTH DATA). THE COMMUNITY HEALTH NEEDS ASSESSMENT INCORPORATED PRIMARY RESEARCH THROUGH A COMMUNITY HEALTH SURVEY THAT RANDOMLY SAMPLED 400 RESIDENTS (AGE 18 YEARS AND OLDER) IN THE PRIMARY SERVICE AREA. DATA COLLECTION PROCEDURES INCLUDED SAMPLE DESIGN AND QUALITY CONTROL TO ENSURE THE SAMPLE WAS REPRESENTATIVE OF THE COMMUNITY. THE 2023 CHNA WAS A FOLLOW-UP TO SIMILAR SURVEYS CONDUCTED IN 2020, 2017, AND 2014 TO DEMONSTRATE TRENDING OVER TIME. IN ADDITION, AN ONLINE KEY INFORMANT SURVEY SOLICITED INPUT FROM KEY COMMUNITY STAKEHOLDERS SELECTED BASED ON THEIR ABILITY TO IDENTIFY COMMUNITY HEALTH NEEDS WITHIN POPULATIONS THEY SERVE AND OVERALL COMMUNITY WELL-BEING. THE ONLINE SURVEY GATHERED INPUT FROM 117 KEY INFORMANTS, INCLUDING REPRESENTATIVES FROM HEALTHCARE, PUBLIC HEALTH, EDUCATION, SOCIAL SERVICES, GOVERNMENT, LAW ENFORCEMENT, AND FAITH-BASED ORGANIZATIONS. ON NOVEMBER 17, 2022, ST. JAMES AND THE BUTTE-SILVER BOW HEALTH DEPARTMENT HOSTED A COMMUNITY FORUM WITH STAKEHOLDERS FROM COMMUNITY-BASED ORGANIZATIONS TO EVALUATE, DISCUSS AND PRIORITIZE HEALTH ISSUES FOR THE COMMUNITY, BASED ON FINDINGS OF THE 2023 CHNA. ST. JAMES HEALTHCARE PART V, SECTION B, LINE 6B: THE 2023 CHNA WAS CONDUCTED WITH THE BUTTE-SILVER BOW HEALTH DEPARTMENT WITH INPUT FROM SOUTHWEST MONTANA COMMUNITY HEALTH CENTER, A FEDERALLY QUALIFIED HEALTH CENTER SERVING THE BUTTE-SILVER BOW COMMUNITY. IN ADDITION, 117 REPRESENTATIVES FROM VARIOUS COMMUNITY ORGANIZATIONS PROVIDED INPUT IN THE KEY INFORMANT SURVEY.ST. JAMES HEALTHCARE:PART V, SECTION B, LINE 7A: HTTPS://INTERMOUNTAINHEALTHCARE.ORG/ABOUT/COMMUNITY-HEALTH/CHNA-REPORTS ST. JAMES HEALTHCARE PART V, SECTION B, LINE 7D: A PRESS CONFERENCE WAS HELD ON MARCH 23, 2023, BY ST. JAMES AND THE BUTTE-SILVER BOW HEALTH DEPARTMENT TO PUBLICIZE THE CHNA AND PROVIDE A SUMMARY OF KEY FINDINGS.ST. JAMES HEALTHCARE:PART V, SECTION B, LINE 10A: HTTPS://INTERMOUNTAINHEALTHCARE.ORG/ABOUT/COMMUNITY-HEALTH/CHNA-REPORTS ST. JAMES HEALTHCARE PART V, SECTION B, LINE 11: THE 2023 CHNA IDENTIFIED 14 AREAS OF HEALTH OPPORTUNITY BASED ON THE CRITERIA: STANDING IN COMPARISON TO BENCHMARK DATA (PARTICULARLY NATIONAL DATA); IDENTIFIED TRENDS; THE PREPONDERANCE OF SIGNIFICANT FINDINGS WITHIN TOPIC AREAS; THE MAGNITUDE OF THE ISSUE IN TERMS OF PERSONS AFFECTED; AND THE POTENTIAL HEALTH IMPACT. IN ALPHABETICAL ORDER, AREAS OF OPPORTUNITY IDENTIFIED IN THE 2023 CHNA:1. ACCESS TO HEALTHCARE SERVICES2. CANCER3. DIABETES4. ENVIRONMENTAL HEALTH5. HEART DISEASE AND STROKE6. INFANT HEALTH AND FAMILY PLANNING7. INJURY AND VIOLENCE8. MENTAL HEALTH9. NUTRITION, PHYSICAL ACTIVITY, AND WEIGHT10. POTENTIALLY DISABLING CONDITIONS11. RESPIRATORY DISEASE12. SEXUAL HEALTH13. SUBSTANCE ABUSE14. TOBACCO USETHROUGHOUT MANY OF THESE AREAS OF OPPORTUNITY, DISPARITIES WERE NOTED RELATED TO INCOME WITH LOWER INCOME RESIDENTS LIVING AT 200% OR LESS THAN THE FEDERAL POVERTY LEVEL EXPERIENCING WORSE OUTCOMES. INDICATORS SUCH AS FOOD INSECURITY, EXPERIENCING SYMPTOMS OF CHRONIC DEPRESSION, HOUSING INSECURITY, ABILITY TO AFFORD FRESH PRODUCE, AND EXPERIENCING NEGATIVE IMPACTS FROM SUBSTANCE USE WERE ALL NOTED AT HIGHER RATES FOR RESIDENTS WITH LOWER INCOMES. THEREFORE, SOCIAL DETERMINANTS OF HEALTH WHICH ADDRESS THESE DISPARITIES ARE ALSO CLASSIFIED AS A SIGNIFICANT HEALTH NEED.THROUGH AN EVIDENCE-BASED PRIORITIZATION PROCESS, ST. JAMES IDENTIFIED FOUR SIGNIFICANT HEALTH NEEDS THAT WILL BE ADDRESSED IN THE IMPLEMENTATION STRATEGY:1. ACCESS TO HEALTHCARE SERVICES2. BEHAVIORAL HEALTH (MENTAL HEALTH AND SUBSTANCE ABUSE)3. HEART DISEASE AND STROKE4. SOCIAL DETERMINANTS OF HEALTHSIGNIFCANT HEALTH NEEDS ADDRESSED:ACCESS TO HEALTHCARE SERVICES:IN 2024, ST. JAMES ADDRESSED ACCESS TO HEALTHCARE SERVICES THROUGH THE FOLLOWING PROGRAMS:PROVIDED OUTREACH CLINICS FOR OBSTETRICS AND GYNECOLOGY TO THREE OUTLYING COMMUNITIES.CONDUCTED 1,040 VIRTUAL HEALTH VISITS TO ADDRESS BARRIERS TO ACCESS.PROVIDED 208 PREVENTATIVE BREAST CANCER SCREENINGS FOR PATIENTS AT 18 LOCATIONS ACROSS SOUTHWESTERN MONTANA THROUGH A MOBILE MAMMOGRAPHY COACH. RECRUITED 78 HEALTHCARE PROFESSIONALS TO ADDRESS A HEALTHCARE PROVIDER SHORTAGE.INCREASED CAPACITY OF THE LOCAL HEALTHCARE SYSTEM BY HELPING DEVELOP MORE HEALTHCARE PROFESSIONALS THROUGH STUDENT TRAINING, INCLUDING NURSING, DIETARY, CLINICAL PASTORAL, PHARMACY, PHYSICAL THERAPY, LABORATORY TECHNICIAN, RESPIRATORY THERAPY, AND RADIOLOGY.BEHAVIORAL HEALTH (MENTAL HEALTH AND SUBSTANCE ABUSE):IN 2024, ST. JAMES ADDRESSED BEHAVIORAL HEALTH THROUGH THE FOLLOWING PROGRAMS:PROVIDED FOUR EVIDENCE-BASED 'QUESTION, PERSUADE, REFER" (QPR) SUICIDE PREVENTION GATEKEEPER TRAININGS TO THE MONTANA CHEMICAL DEPENDENCY CENTER TO ADDRESS HIGH RATES OF SUICIDAL IDEATION AND CHRONIC DEPRESSION.DISTRIBUTED 750 GUNLOCKS WITH BROCHURES CONTAINING COMMUNITY SUICIDE PREVENTION RESOURCES AT COMMUNITY EVENTS AND LOCATIONS TO DECREASE ACCESS TO LETHAL MEANS. EMBEDDED INTEGRATED BEHAVIORAL HEALTH SPECIALISTS IN PRIMARY CARE CLINICS TO PROVIDE INCREASED ACCESS TO MENTAL HEALTH TREATMENT AND REDUCE BARRIERS RELATED TO STIGMA. SUPPORTED AND ATTENDED COMMUNITY COALITIONS ADDRESSING BEHAVIORAL HEALTH, INCLUDING THE FIVE PEAKS COALITION (WHICH WAS FOUNDED BY ST. JAMES AND COMMUNITY COLLABORATORS TO ADDRESS SUBSTANCE USE DISORDER AMONG PREGNANT AND PARENTING WOMEN), THE CRISIS NOW COALITION, AND LOCAL ADVISORY COUNCIL. COLLABORATED WITH COMMUNITY ORGANIZATIONS TO DISTRIBUTE BEHAVIORAL HEALTH RESOURCES AT FOUR COMMUNITY EVENTS. LED COMMUNITY EFFORTS TO ADDRESS SUBSTANCE USE AND THE OPIOID CRISIS, PARTICULARLY FOR RESIDENTS OF CHILDBEARING AND CHILDREARING AGES, THROUGH A HEALTH RESOURCES SERVICES ADMINISTATION GRANT-FUNDED RURAL COMMUNITIES OPIOID RESPONSE PROGRAM PROJECT. PROMOTED MONTANA 211 (MT211) AS A TOOL FOR COMMUNITY MEMBERS SEEKING RESOURCES. IN 2024, 1,110 INDIVIDUALS WERE CONNECTED TO MENTAL HEALTH AND OTHER RESOURCES THROUGH MT211. HEART DISEASE AND STROKE: IN 2024, ST. JAMES ADDRESSED HEART DISEASE AND STROKE THROUGH THE FOLLOWING PROGRAMS:RECRUITED SPECIALTY PROVIDERS AND INCREASED VIRTUAL HEALTH USING THE SAME STRATEGIES DESCRIBED PREVIOUSLY FOR ACCESS TO HEALTHCARE SERVICES. OFFERED EVIDENCE-BASED DIABETES AND HEART DISEASE PREVENTION PROGRAM TO 49 RESIDENTS. PROVIDED EDUCATIONAL MESSAGING FOR HEART ATTACK AWARENESS AND PREVENTION ON SNOW SHOVELS AT LOCAL BUSINESSES. PROVIDED HANDS-ONLY CARDIO-PULMONARY RESUSCITATION (CPR) EDUCATION TO 834 RESIDENTS IN COLLABORATION WITH COMMUNITY ORGANIZATIONS, SCHOOLS, AND CHURCHES. HELD THREE HEALTH EVENTS THAT SCREENED 190 RESIDENTS FOR HIGH BLOOD PRESSURE AND CARDIOVASCULAR RISK WITH CONNECTION FOR AT-RISK RESIDENTS TO HEALTH SERVICES. PROVIDED CARDIAC REHABILITATION SERVICES TO 134 RESIDENTS. SOCIAL DETERMINANTS OF HEALTH: IN 2024, ST. JAMES ADDRESSED SOCIAL DETERMINANTS OF HEALTH THROUGH THE FOLLOWING PROGRAMS:COLLABORATED WITH COMMUNITY ORGANIZATIONS TO PROVIDE SUPPORTIVE HOUSING TO FIVE HIGH NEED RESIDENTS THROUGH THE FREQUENT USERS SYSTEMS ENGAGEMENT (FUSE) INITIATIVE. DONATED 91,867 MEALS TO THE BUTTE RESCUE MISSION, WHICH SERVES PEOPLE EXPERIENCING HOMELESSNESS.PROVIDED IN-KIND SUPPORT OF THE LOCAL CONTINUUM OF CARE COALITION. SUPPORTED COMMUNITY EFFORTS TO IMPROVE ECONOMIC DEVELOPMENT FOR BUTTE-SILVER BOW, INCLUDING IN-KIND CONTRIBUTIONS TO LOCAL ECONOMIC DEVELOPMENT ORGANIZATIONS AND THE BUTTE FOOD BANK BACKPACK MEALS PROGRAM. OTHER HEALTH NEEDS NOT PRIORITIZED: ST. JAMES IS NOT ADDRESSING ALL THE HEALTH NEEDS AND INDICATORS IDENTIFIED DURING THE CHNA PROCESS IN THE IMPLEMENTATION STRATEGY. THE FOLLOWING HEALTH NEEDS WERE NOT PRIORITIZED DUE TO RESOURCE CONSTRAINTS, ABILITY AND EXPERTISE, EXISTING EFFORTS BY OTHER ORGANIZATIONS, OR LACK OF EFFECTIVE SOLUTIONS. HOWEVER, ST. JAMES RECOGNIZES THEY REMAIN IMPORTANT TO THE HEALTH OF THE COMMUNITY AND SUPPORTS THEM THROUGH CLINICAL OPERATIONS AND PROGRAMS, COMMUNITY BENEFIT REPORTABLE ACTIVITIES SUCH AS SUBSIDIZED HEALTH SERVICES, COMMUNITY OUTREACH, AND OTHER COLLABORATIVE EFFORTS.CANCER AND TOBACCO USE: ST. JAMES FOCUSED EFFORTS ON EARLY DETECTION OF BREAST CANCER WITH A MOBILE MAMMOGRAPHY PROGRAM LAUNCHED IN 2023, WHICH INCREASED ACCESS TO CARE AND DECREASED GEOGRAPHIC BARRIERS TO SCREENINGS. TO IDENTIFY LUNG CANCER IN AN EARLY AND TREATABLE STAGE, LOW-DOSE LUNG CANCER SCREENINGS WERE PROVIDED TO CURRENT AND FORMER HEAVY SMOKERS; TOBACCO CESSATION INFORMATION WAS PROVIDED IN CONJUNCTION WITH THESE SCREENINGS.DIABETES: ST. JAMES PROVIDED A DIABETES AND HEART DISEASE PREVENTION PROGRAM. INDIVIDUAL EDUCATION WAS PROVIDED TO 156 PATIENTS WITH DIABETES AND CHRONIC DISEASE. INFANT HEALTH AND FAMILY PLANNING: ST. JAMES OFFERED MATERNAL FETAL MEDICINE AND MIDWIFERY CARE. INJURY AND VIOLENCE: ST. JAMES PROVIDED DISTRACTED DRIVING CLASSES TO LOCAL HIGH SCHOOL STUDENTS. ATHLETIC TRAINERS PROMOTED SAFETY AND INJURY PREVENTION AT LOCAL SCHOOLS. NUTRITION, PHYSICAL ACTIVITY, AND WEIGHT: ST. JAMES PROVIDED A DIABETES AND HEART DISEASE PREVENTION PROGRAM, WHICH OFFERED NUTRITION EDUCATION AND HEALTHY LIFESTYLE CHANGE EDUCATION FOR ADULTS WHO ARE AT RISK FOR CHRONIC DISEASE. POTENTIALLY DISABLING CONDITIONS: ST. JAMES ADDRESSED THIS NEED THROUGH INITIATIVES UNDER ACCESS TO HEALTHCARE AND OFFERED PHYSICAL THERAPY SERVICES. RESPIRATORY DISEASE: ST. JAMES ADDRESSED THIS NEED THROUGH INITIATIVES UNDER THE PRIORITY AREAS OF CANCER AND TOBACCO USE AND ACCESS TO HEALTHCARE. IN ADDITION, PULMONARY REHABILITATION SERVICES WERE OFFERED.SEXUAL HEALTH: COMMUNITY COLLABORATORS, INCLUDING PUBLIC HEALTH AND SOUTHWEST MONTANA COMMUNITY HEALTH CENTER, ADDRESS THIS NEED IN THE COMMUNITY. ENVIRONMENTAL HEALTH: ST. JAMES SUPPORTED THE EFFORTS OF THE BUTTE-SILVER BOW PUBLIC HEALTH DEPARTMENT TO ADDRESS SOIL QUALITY.PART V, SECTION B, LINE 13B & 13H:CATASTROPHIC ASSISTANCE. ST. JAMES HEALTHCARE ATTEMPTS TO LIMIT A PATIENT'S FINANCIAL RESPONSIBILITY WHEN ALL OUTSTANDING MEDICAL DEBT, INCLUDING DEBT OWED TO OTHER PROVIDERS, EXCEEDS 25% OF THE PATIENT'S GROSS HOUSEHOLD ANNUAL INCOME.EXTENUATING CIRCUMSTANCES. SINCE EACH PATIENT'S PERSONAL CIRCUMSTANCES VARY, ST. JAMES HEALTHCARE ALLOWS FOR EXTENUATING CIRCUMSTANCES NOT DIRECTLY ADDRESSED IN THE FINANCIAL ASSISTANCE POLICIES AND PROCEDURES TO BE CONSIDERED WHEN DETERMINING ELIGIBILITY FOR FINANCIAL ASSISTANCE. PART V, SECTION B, LINE 16A, 16B, 16C: HTTPS://INTERMOUNTAINHEALTHCARE.ORG/FOR-PATIENTS/FINANCIAL-ASSISTANCE/COLORADO-MONTANA-WYOMINGPART V, SECTION B, LINE 15E, 16L, 16J & 20E:SPECIFIC INFORMATION REGARDING THE FINANCIAL ASSISTANCE PROGRAM ALONG WITH APPLICATIONS TO APPLY FOR FINANCIAL ASSISTANCE CAN BE FOUND ON ST. JAMES' WEBSITE (HTTPS://INTERMOUNTAINHEALTHCARE.ORG/FOR-PATIENTS/FINANCIAL-ASSISTANCE) IN ENGLISH, SPANISH, ARABIC, CHINESE, FRENCH, KOREAN, RUSSIAN AND VIETNAMESE. DETAILS INCLUDE AN EXPLANATION OF THE PROGRAM, FREQUENTLY ASKED QUESTIONS, A TOLL-FREE, NUMBER AND A LINK TO THE APPLICATION. BROCHURES IN ENGLISH AND SPANISH ARE ALSO AVAILABLE THROUGHOUT THE PUBLIC RECEPTION AND REGISTRATION AREAS OF HOSPITALS AND CLINICS. OTHER LANGUAGES ARE AVAILABLE UPON REQUEST. THE BROCHURES DESCRIBE THE AVAILABILITY OF FINANCIAL ASSISTANCE, WHO QUALIFIES AND HOW TO APPLY.ELIGIBILITY COUNSELORS AND PATIENT FINANCIAL ADVOCATES ARE AVAILABLE TO ASSIST PATIENTS IN COMPLETING THE FINANCIAL ASSISTANCE APPLICATION BEFORE, DURING OR AFTER THE TIME OF SERVICE. SIGNS ARE POSTED AT PUBLIC REGISTRATION AREAS, IN PRIVATE REGISTRATION ROOMS AND IN PATIENT CARE AREAS IN BOTH ENGLISH AND SPANISH.PART V, SECTION B, LINE 22B:ST. JAMES DETERMINED THE MAXIMUM AMOUNT THAT CAN BE CHARGED TO A FINANCIAL ASSISTANCE ELIGIBLE PATIENT BY CALCULATING THE AMOUNT GENERALLY BILLED USING THE LOOK-BACK METHOD DESCRIBED IN TREASURY REGULATION SECTION 1.501(R)-5(B)(3). 1 1 - SUMMIT SURGERY CENTER LLC 434 S CLARK STREET BUTTE MT 59701 OUTPATIENT SURGERY CENTER PART I, LINE 3C: PROVIDED TO PATIENTS AT OR BELOW 250% OF THE FEDERAL POVERTY GUIDELINES ("FPG"). APPLICANTS EQUAL TO OR BELOW THIS THRESHOLD RECEIVE A 100% WAIVER OF PATIENT FINANCIAL OBLIGATION.A SLIDING SCALE IS USED FOR PATIENTS BETWEEN 250% AND 500% OF FPG.TO DETERMINE ELIGIBILITY FOR PROVIDING FREE OR DISCOUNTED CARE, A VARIETY OF FACTORS IS USED, INCLUDING INCOME, MEDICAL INDIGENCE, INSURANCE STATUS, SOCIAL-ECONOMIC, GEOGRPAHICAL LOCATION, AND MEDICAID ELIGIBILITY.TOTAL CHARGES ARE LIMITED IN RELATION TO THE GROSS HOUSEHOLD INCOME. CHARGES ARE DISCOUNTED TO NOT EXCEED 25% OF GROSS ANNUAL HOUSEHOLD INCOME.SINCE EACH PATIENT'S CIRCUMSTANCES VARY, ALLOWANCE IS MADE FOR EXTENUATING CIRCUMSTANCES NOT DIRECTLY ADDRESSED IN THE FINANCIAL ASSISTANCE POLICIES TO BE CONSIDERED WHEN DETERMINING ELIGIBILITY FOR FINANCIAL ASSISTANCE. PART I, LINE 6A: THIS ORGANIZATION IS PART OF THE INTERMOUNTAIN HEALTH CARE, INC. SYSTEM, WHICH PREPARES AN ANNUAL REPORT TO THE COMMUNITY ON A CONSOLIDATED BASIS. THE REPORT IS PREPARED BY THE PARENT COMPANY, INTERMOUNTAIN HEALTH CARE, INC. PART I, LINE 7: FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS AT COST: THE AMOUNTS REPORTED ON FORM 990, SCHEDULE H, PART I, LINE 7A, 7B AND 7C WERE DETERMINED USING THE COST TO CHARGE RATIO DERIVED FROM WORKSHEET 2, IN THE SCHEDULE H, FORM 990 INSTRUCTIONS. FORM 990, SCHEDULE H, PART I, LINES 7E, 7F, 7G, 7H AND 7I ARE REPORTED AT COST.PART I, LINE 7, COLUMN (F) PERCENT OF TOTAL EXPENSE: THE ADJUSTMENTS FOR UNPAID SERVICES INCLUDED ON FORM 990, PART IX, LINE 25, BUT EXCLUDED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN, IS $2,686,333. PART I, LN 7 COL(F): THE ADJUSTMENTS FOR UNPAID SERVICES INCLUDED ON FORM 990, PART IX, LINE 25, BUT EXCLUDED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN, IS $2,686,333. PART II, COMMUNITY BUILDING ACTIVITIES: ST. JAMES RECOGNIZES THE NEED TO ADDRESS UNDERLYING FACTORS WHICH INFLUENCE HEALTH IN OUR COMMUNITY SUCH AS EDUCATION, HOUSING, EARLY CHILDHOOD DEVELOPMENT AND ECONOMIC SECURITY. WE COLLABORATE WITH COMMUNITY BASED ORGANIZATIONS TO ADDRESS THESE ISSUES. PART III, LINE 2: MANAGEMENT ESTIMATES THE PROVISION FOR ADJUSTMENTS FOR UNPAID SERVICES BY ASSESSING THE COLLECTIBILITY, TIMING AND AMOUNT OF PATIENT SERVICES REVENUES BY CONSIDERING HISTORICAL COLLECTION RATES FOR EACH MAJOR PAYER SOURCE, GENERAL ECONOMIC TRENDS, AND OTHER INDICATORS. PART III, LINE 3: WHEN A PATIENT OR RESPONSIBLE PARTY IS UNINSURED OR UNDERINSURED AND EXPRESSES EITHER CONCERN ABOUT THEIR ABILITY TO PAY OR INTEREST IN APPLYING FOR FINANCIAL ASSISTANCE, ST. JAMES' STAFF ARE EDUCATED TO GIVE THE PATIENT AN APPLICATION FOR FINANCIAL ASSISTANCE AND INSTRUCTIONS FOR COMPLETING AND RETURNING THE APPLICATION. IN SITUATIONS WHERE THE PATIENT FAILS TO RETURN THE APPLICATION AND THE ACCOUNT PROGRESSES THROUGH THE COLLECTION CYCLE, THE ACCOUNT MAY BE WRITTEN OFF AS AN ADJUSTMENT FOR UNPAID SERVICES.ST. JAMES' UTILIZES DATA SOURCES TO IDENTIFY NONRESPONDING PATIENTS THAT MAY QUALIFY FOR FINANCIAL ASSISTANCE. ACCOUNTS BELONGING TO QUALIFIED PATIENTS ARE ADJUSTED TO CHARITY CARE RATHER THAN ADJUSTMENTS FOR UNPAID SERVICES AT THE END OF THE INTERNAL COLLECTIONS CYCLE. ST. JAMES' ALSO ANALYZES THIS DATA TO ESTIMATE THE NUMBER OF PATIENTS THAT COULD POTENTIALLY QUALIFY FOR FINANCIAL ASSISTANCE IF ADDITIONAL INFORMATION WERE AVAILABLE OR PROVIDED BY THE PATIENT.THE CHARITY CARE AMOUNTS INCLUDED IN THE FINANCIAL STATEMENTS ARE SEPARATE AND DISTINCT FROM ADJUSTMENTS FOR UNPAID SERVICES, WHICH GENERALLY REPRESENTS PATIENT SERVICES REVENUES THAT ARE NOT COLLECTIBLE DUE TO EITHER AN UNWILLINGNESS TO PAY BY THOSE RESPONSIBLE FOR PAYMENT OR ANINABILITY BY ST. JAMES' TO OBTAIN DOCUMENTATION FROM THOSE RESPONSIBLE FOR PAYMENT THAT WOULD SUBSTANTIATE THE PATIENT'S QUALIFICATION FOR CHARITY CONSIDERATION. ADJUSTMENTS FOR UNPAID SERVICES ARE REFLECTED AS REDUCTIONS TO PATIENT SERVICES REVENUES IN THE CONSOLIDATED STATEMENTS OF OPERATIONS AND CHANGES IN NET ASSETS AND WERE $1,577,119 AND $2,686,333 FOR THE YEARS ENDED DECEMBER 31, 2023, AND 2024, RESPECTIVELY.PATIENTS CAN APPLY FOR FINANCIAL ASSISTANCE AT ANY POINT OF THE REGISTRATION, BILLING, OR COLLECTION PROCESSES. PART III, LINE 4: BASED ON HISTORICAL EXPERIENCE, A SIGNIFICANT PORTION OF ST. JAMES UNINSURED AND UNDERINSURED PATIENTS ARE UNABLE TO PAY FOR THE SERVICES PROVIDED. ACCORDINGLY, ST. JAMES RECORDS ADJUSTMENTS TO PATIENT SERVICES REVENUES IN THE PERIOD SERVICES ARE RENDERED FOR AMOUNTS NOT EXPECTED TO BE PAID.MANAGEMENT ESTIMATES THE ADJUSTMENTS RECORDED FOR THESE UNPAID SERVICES BY ASSESSING THE COLLECTIBILITY, TIMING AND AMOUNT OF PATIENT SERVICES REVENUES BY CONSIDERING HISTORICAL COLLECTION RATES FOR EACH MAJOR PAYER SOURCE, GENERAL ECONOMIC TRENDS AND OTHER INDICATORS. MANAGEMENT ALSO ASSESSES THE ADEQUACY OF THE ADJUSTMENTS FOR UNPAID SERVICES BASED ON HISTORICAL WRITE-OFFS, ACCOUNTS RECEIVABLE AGING AND OTHER FACTORS. PART III, LINE 8: MANAGEMENT BELIEVES THAT AT LEAST SOME PORTION OF THE COSTS THE ORGANIZATION INCURS IN EXCESS OF PAYMENTS RECEIVED FROM THE FEDERAL GOVERNMENT FOR PROVIDING MEDICAL SERVICES TO MEDICARE ENROLLEES AND BENEFICIARIES UNDER THE FEDERAL MEDICARE PROGRAM (SHORTFALL OR MEDICARE SHORTFALL) CONSTITUTES A COMMUNITY BENEFIT. PROVIDING THESE SERVICES LESSENS THE BURDENS OF THE GOVERNMENT BY ALLEVIATING THE FEDERAL GOVERNMENT FROM HAVING TO DIRECTLY PROVIDE THESE MEDICAL SERVICES. AS DEMONSTRATED AND CALCULATED ON FORM 990, SCHEDULE H, PART III, LINES 5, 6 AND 7, OUR MEDICARE "ALLOWABLE COSTS" EXCEED THE PAYMENTS WE RECEIVE FOR PROVIDING THESE MEDICAL SERVICES UNDER THE MEDICARE PROGRAM.TO ARRIVE AT THE FORM 990, SCHEDULE H, PART III, LINE 6 AMOUNT, WE USED ACTUAL MEDICARE CHARGES FROM INTERNAL RECORDS AND APPLIED AN ESTIMATED COST TO CHARGE RATIO TO DETERMINE THE MEDICARE ALLOWABLE COSTS. THE ESTIMATED MEDICARE COST TO CHARGE RATIO IS THE PRIOR PERIOD MEDICARE COST REPORT COST TO CHARGE RATIO.MEDICARE SHORTFALLS SHOULD BE TREATED AND REPORTED ON SCHEDULE H AS A COMMUNITY BENEFIT FOR THE FOLLOWING REASONS:(1) ABSENT THE MEDICARE PROGRAM, IT IS LIKELY MANY OF THE INDIVIDUALS WOULD QUALIFY FOR CHARITY CARE OR OTHER NEEDS-BASED GOVERNMENT PROGRAMS;(2) BY ACCEPTING PAYMENT BELOW COST TO TREAT THESE INDIVIDUALS, BURDENS BORNE BY GOVERNMENTS ARE RELIEVED;(3) A SIGNIFICANT POSSIBILITY EXISTS THAT CONTINUED REDUCTIONS TO MEDICARE PAYMENTS MAY ACTUALLY CREATE DIFFICULTIES IN ACCESS FOR THESE INDIVIDUALS; AND(4) THE AMOUNT SPENT TO COVER THE REPORTED MEDICARE SHORTFALL IS MONEY NOT AVAILABLE TO COVER CHARITY CARE AND OTHER COMMUNITY BENEFIT NEEDS. PART III, LINE 9B: ST. JAMES RECOGNIZES ITS RESPONSIBILITY TO MANAGE THE COST OF HEALTHCARE BY ASKING THOSE WHO CAN PAY TO DO SO AND IS COMMITTED TO ASSISTING PATIENTS BY PROVIDING VARIOUS OPTIONS FOR RESOLVING THEIR FINANCIAL OBLIGATION, INCLUDING DISCOUNTS FOR THE UNINSURED, PAYMENT PLANS, AND REDUCED OR WAIVED RESPONSIBILITY THROUGH FINANCIAL ASSISTANCE. ST. JAMES ALSO ASSISTS PATIENTS WHO ARE POTENTIALLY ELIGIBLE FOR GOVERNMENT ASSISTANCE PROGRAMS TO APPLY FOR SUCH ASSISTANCE. DELINQUENT ACCOUNTS MAY BE REFERRED TO EXTERNAL COLLECTION AGENCIES ONLY AFTER REASONABLE ATTEMPTS ARE MADE TO CONTACT THE RESPONSIBLE PARTY AND NO ARRANGEMENT HAS BEEN MADE TO PAY THE ACCOUNT BALANCE. SUCH AGENCIES ARE EXPECTED TO TREAT PATIENTS WITH THE SAME RESPECT AND DIGNITY THAT ST. JAMES AFFORDS ALL ITS PATIENTS. FOR EXAMPLE, CONTACTS BY THE AGENCIES WILL INCLUDE FINANCIAL ASSISTANCE OPTIONS FOR PATIENTS UNABLE TO PAY. AGENCIES ARE RESTRICTED FROM PURSUING LEGAL PROCEEDINGS TO COLLECT DEBTS IN LIMITED CIRCUMSTANCES AND MAY ONLY DO SO UPON APPROVAL BY ST. JAMES. STRONGER MEASURES, SUCH AS THE COURTS, ARE NOT USED UNLESS THERE IS EVIDENCE OF FRAUD OR A CLEAR ABILITY TO PAY ACCOMPANIED BY A REFUSAL TO PAY. PART V, SECTION A, WEBSITE WEBSITE: HTTPS://INTERMOUNTAINHEALTHCARE.ORG/LOCATIONS/INTERMOUNTAIN-HEALTH-ST-JAMES-HOSPITAL PART VI, LINE 2: ST. JAMES CONTINUOUSLY ASSESSES THE NEEDS OF THE COMMUNITY THROUGH CLOSE WORKING RELATIONSHIPS AND COLLABORATIONS WITH SERVICE AGENCIES IN THE COMMUNITY. ST. JAMES'S LEADERSHIP SERVES ON VARIOUS COMMUNITY BOARDS TO UNDERSTAND THE SPECIFIC NEEDS OF THE COMMUNITY.IN ADDITION TO THE CHNA DATA FOCUSED ON BUTTE-SILVER BOW COUNTY, ST. JAMES UTILIZES DATA FROM COMMUNITY-BASED ORGANIZATIONS THAT CONDUCT PERIODIC HEALTH SURVEYS. SECONDARY DATA SUCH AS COUNTY HEALTH RANKINGS AND THE BEHAVIOR RISK FACTOR SURVEILLANCE SYSTEM (BRFSS) ARE REVIEWED TO DETERMINE HEALTH NEEDS FOR NEIGHBORING COUNTIES. ADDITIONAL OUTREACH AND RELATIONSHIPS WITH OTHER RURAL AND CRITICAL ACCESS HOSPITALS, HEALTH CENTERS, AND CLINICS IN SURROUNDING RURAL COMMUNITIES ENABLE ST. JAMES TO BETTER ASSESS THE HEALTH NEEDS OF THESE COMMUNITIES. PART VI, LINE 3: BY POLICY, ST. JAMES PROVIDES HEALTHCARE SERVICES TO INDIVIDUALS BASED ON MEDICAL NEED WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, DISABILITY, PROTECTED VETERAN STATUS, OR ABILITY TO PAY. AN UNINSURED OR UNDERINSURED LOW-INCOME PERSON WILL RECEIVE THOSE SERVICES GENERALLY AVAILABLE FOR NO CHARGE OR A REDUCED CHARGE BASED UPON SUCH PERSON'S ABILITY TO PAY. SPECIFIC INFORMATION ON HOW TO APPLY FOR THE FINANCIAL ASSISTANCE PROGRAM CAN BE FOUND ON ST. JAMES' WEBSITE IN ENGLISH, SPANISH, ARABIC, CHINESE, FRENCH, KOREAN, RUSSIAN, AND VIETNAMESE AND CAN BE SUBMITTED ELECTRONICALLY, BY MAIL, OR IN PERSON. DETAILS INCLUDE A PLAIN LANGUAGE EXPLANATION OF THE PROGRAM, FREQUENTLY ASKED QUESTIONS, A TOLL-FREE NUMBER, AND A LINK TO THE APPLICATION. BROCHURES, IN ENGLISH, SPANISH, ARABIC, CHINESE, FRENCH, KOREAN, RUSSIAN AND VIETNAMESE , ARE ALSO AVAILABLE THROUGHOUT THE PUBLIC RECEPTION AND REGISTRATION AREAS OF HOSPITALS AND CLINICS. THE BROCHURES DESCRIBE THE AVAILABILITY OF FINANCIAL ASSISTANCE, WHO QUALIFIES AND HOW TO APPLY. ELIGIBILITY COUNSELORS AND PATIENT FINANCIAL ADVOCATES ARE AVAILABLE TO ASSIST PATIENTS IN COMPLETING THE FINANCIAL ASSISTANCE APPLICATION BEFORE, DURING AND AFTER THE TIME OF SERVICE. THE AVAILABILITY OF FINANCIAL ASSISTANCE CAN BE FOUND IN REGISTRATION AREAS AND PATIENT CARE AREAS IN ENGLISH AND SPANISH. EVERY BILLING STATEMENT STATES THE FOLLOWING: "YOU MAY QUALIFY FOR FINANCIAL ASSISTANCE. TO APPLY VISIT WWW.INTERMOUNTAINHEALTH.ORG/FINANCIALASSISTANCE OR CALL US AT 866.665.2636. THIS STATEMENT IS PROVIDED ON THE FRONT OF EACH STATEMENT IN CONSPICUOUS FONT. PART VI, LINE 4: GEOGRAPHY AND POPULATION: THE 2023 CHNA DEFINED COMMUNITY IS SILVER BOW COUNTY, OF WHICH BUTTE IS THE LARGEST CITY (THE COMMUNITY IS REFERRED TO AS BUTTE-SILVER BOW FOR THIS REASON). THE COUNTY SPANS 716 SQUARE MILES IN SOUTHWEST MONTANA. THE SERVICE AREA IS PREDOMINANTLY URBAN, WITH 88.6% OF THE POPULATION LIVING IN AREAS DESIGNATED AS URBAN; THE REMAINING POPULATION LIVES IN PARTS OF THE COUNTY IS DESIGNATED AS RURAL. THE ESTIMATED POPULATION OF SILVER BOW COUNTY IS 34,895, A 2.7% INCREASE FROM 2010.HOSPITALS IN THE SERVICE AREA: THERE ARE NO OTHER ACUTE HOSPITALS SERVING SILVER BOW COUNTY.AGE: IN SILVER BOW, 20.4% OF THE POPULATION ARE CHILDREN AGED 0-17; 60.7% ARE AGES 18 TO 64; AND 18.9% ARE 65 AND OVER. THE MEDIAN AGE IS 40.1. RACE AND ETHNICITY: THE MAJORITY OF SILVER BOW RESIDENTS ARE WHITE (93.5%), 2.3% ARE NATIVE AMERICAN, AND 2.9% OF RESIDENTS ARE MULTIPLE RACES. TOTAL OF 4.7% OF SILVER BOW RESIDENTS ARE HISPANIC OR LATINO, HIGHER THAN THE MONTANA PERCENTAGE.ECONOMICS: THE PERCENTAGE OF INDIVIDUALS LIVING IN POVERTY IN SILVER BOW COUNTY IS 16.3%, INCLUDING AN ESTIMATED 1,279 CHILDREN. A HIGHER PERCENTAGE OF SILVER BOW RESIDENTS LIVE BELOW THE POVERTY LINE THAN STATE OR NATIONAL PERCENTAGES. AMONG THE BOW POPULATION AGE 25 AND OLDER, AN ESTIMATED 6.5% DO NOT HAVE A HIGH SCHOOL DIPLOMA. HEALTH STATUS: MOST SILVER BOW RESIDENTS RATE THEIR OVERALL HEALTH FAVORABLY WITH 81.9% REPORTING EXCELLENT, VERY GOOD, OR GOOD OVERALL HEALTH. 18.1% OF SILVER BOW ADULTS BELIEVE THEIR HEALTH IS FAIR OR POOR. DISPARITIES IN HEALTH STATUS ARE NOTABLE AMONG LOW-INCOME ADULTS WITH 28.5% OF LOW-INCOME ADULTS REPORTING FAIR OR POOR HEALTH.UNINSURED RATE: 9.2% OF PEOPLE IN SILVER BOW COUNTY ARE UNINSURED, WHICH IS SLIGHTLY LOWER THAN THE U.S AVERAGE OF 9.3%. PART VI, LINE 5: ST. JAMES ADHERES TO COMMUNITY BENEFIT GUIDELINES OUTLINED IN THE CATHOLIC HEALTH ASSOCIATION'S PUBLICATION, "A GUIDE TO PLANNING AND REPORTING COMMUNITY BENEFIT". ST. JAMES'S COMMUNITY BENEFIT WORK IS DRIVEN BY IDENTIFIED COMMUNITY HEALTH NEEDS AND DIRECTED IN COLLABORATION WITH OTHER HEALTHCARE ORGANIZATIONS AND THE BROADER COMMUNITY. A COMMUNITY BENEFIT REPORT TO THE COMMUNITY IS PUBLISHED ANNUALLY AND CAN BE FOUND AT: HTTPS://INTERMOUNTAINHEALTHCARE.ORG/-/MEDIA/FILES/INTERMOUNTAIN-HEALTH/COMMUNITY-BENEFIT/CHNA-2023/ST-JAMES2023COMMBENEFITREPORT.ASHX COMMUNITY BENEFIT STRATEGIES ARE INTEGRATED IN THE ORGANIZATIONAL STRATEGIC PLAN. PROGRAMS ARE LOCATED THROUGHOUT THE ORGANIZATION AND STAFF AND BOARD EDUCATION IS CONDUCTED. ST. JAMES HAS DEDICATED STAFF COMMITTED TO COMMUNITY BENEFIT EFFORTS. HOSPITAL LEADERS, MANAGERS, AND SUPERVISORS ARE ENCOURAGED TO PARTICIPATE ANNUALLY IN COMMUNITY BENEFIT SERVICE EVENTS WITH NONPROFIT ORGANIZATIONS TO IMPROVE THE HEALTH OF THE COMMUNITIES WE SERVE. ST. JAMES IS GOVERNED BY A VOLUNTEER BOARD OF DIRECTORS, WHICH INCLUDES INDEPENDENT PERSONS THAT REPRESENT THE COMMUNITY. THE HOSPITAL ALSO HAS A SPECIFIC COMMUNITY BENEFIT COMMITTEE INVOLVED IN THE COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS AND DEVELOPMENT OF THE IMPLEMENTATION STRATEGY. THIS COMMUNITY BENEFIT COMMITTEE INCLUDES MEMBERS OF THE GOVERNING BOARD AND REPRESENTATIVES FROM THE COMMUNITY AND MONITORS IMPLEMENTATION OF COMMUNITY BENEFIT PROGRAMS AND REPORTS BACK TO THE FULL BOARD. AS THE ONLY ACUTE CARE FACILITY IN SOUTHWEST MONTANA, ST. JAMES SERVES ITS COMMUNITY BY PROVIDING COMPREHENSIVE MEDICAL SERVICES, INCLUDING CARDIOLOGY, ONCOLOGY, ORTHOPEDIC, OB/GYN, UROLOGY, EMERGENCY AND TRAUMA, NEONATAL INTENSIVE CARE, NEUROLOGY, GENERAL SURGICAL, PRIMARY CARE, PEDIATRIC CARE, FAMILY, AND INTERNAL MEDICINE. ST. JAMES OPERATES AN EMERGENCY DEPARTMENT THAT IS OPEN TO ALL PERSONS REGARDLESS OF ABILITY TO PAY. ST. JAMES ENGAGES IN THE TRAINING AND EDUCATION OF HEALTHCARE PROFESSIONALS AND PARTICIPATES IN MEDICAID, MEDICARE, AND OTHER GOVERNMENT-SPONSORED HEALTH PROGRAMS. ST. JAMES EMPLOYS THE STAFF OF THE NONPROFIT ST. JAMES HOSPITAL FOUNDATION, WHICH PROVIDES FUNDRAISING FOR FACILITIES AND PROGRAMS THAT REACH THE UNDERREPRESENTED, UNDERSERVED, LOW-INCOME, AND UNDERREPRESENTED. THE FOUNDATION IS OPERATED AND GOVERNED BY A SEPARATE FOUNDATION BOARD WITH VOLUNTARY MEMBERSHIPS FROM THE LOCAL COMMUNITY. WHEN ST. JAMES HAS EXCESS REVENUE OVER OPERATING EXPENSES, THOSE FUNDS ARE USED TO OBTAIN CURRENT HEALTHCARE TECHNOLOGIES AND EQUIPMENT, IMPROVE PATIENT CARE, PROVIDE MEDICAL TRAINING EDUCATION, AND WORK TO EXPAND ACCESS TO CARE. THESE INVESTMENTS ENSURE ST. JAMES WILL CONTINUE TO PROVIDE CARE FOR FUTURE GENERATIONS. PART VI, LINE 6: THE FILING ORGANIZATION IS PART OF INTERMOUNTAIN HEALTH ("IH"), AN INTEGRATED HEALTH SYSTEM WHOSE VISION IS TO "BE A MODEL HEALTH SYSTEM BY PROVIDING EXTRAORDINARY CARE AND SUPERIOR SERVICE AT AN AFFORDABLE COST." IH STRIVES TO FULFILL THAT MISSION THROUGH ACCOMPLISHING ITS STATED MISSION OF "HELPING PEOPLE LIVE THE HEALTHIEST LIVES POSSIBLE."IH IS MANAGED BY A PARENT ORGANIZATION, INTERMOUNTAIN HEALTH CARE, INC., A NONPROFIT CORPORATION EXEMPT UNDER IRC SECTION 501(C)(3). AFFILIATES WITHIN THE IH NETWORK INCLUDE NONPROFIT CORPORATIONS EXEMPT UNDER IRC SECTIONS 501(C)(3) AND 501(C)(4), TAXABLE CORPORATIONS, PARTNERSHIPS WITH PHYSICIANS, STRATEGIC INVESTMENTS, AND JOINT VENTURES.HEADQUARTERED IN SALT LAKE CITY, UTAH, IH CONSISTS OF A TEAM OF MORE THAN 68,000 CAREGIVERS WHO SERVE THE HEALTHCARE NEEDS OF PEOPLE ACROSS THE INTERMOUNTAIN WEST, INCLUDING UTAH, IDAHO, NEVADA, COLORADO, MONTANA, AND WYOMING. IH PROVIDES SERVICES TO AND PROMOTES THE HEALTH OF THESE COMMUNITIES THROUGH 33 HOSPITALS, HUNDREDS OF CLINICS, A MEDICAL GROUP, AFFILIATE NETWORKS, HOMECARE, TELEHEALTH, INSURANCE PLANS, MEDICAL AIR TRANSPORT, AND OTHER SERVICES. IH IS WIDELY RECOGNIZED AS A LEADER IN TRANSFORMING HEALTHCARE BY USING EVIDENCE-BASED BEST PRACTICES TO CONSISTENTLY DELIVER HIGH-QUALITY OUTCOMES AT SUSTAINABLE COSTS.IH IS WORKING TO IMPROVE HEALTH AND WELL-BEING BY IMPROVING MENTAL WELL-BEING, PREVENTING AVOIDABLE DISEASE, IMPROVING AIR QUALITY, ADDRESSING SOCIAL DETERMINANTS OF HEALTH, AND OTHER COMMUNITY HEALTH INITIATIVES. THROUGH MULTIPLE CHARITABLE FOUNDATIONS, IH ALSO DEVELOPS FINANCIAL AND CHARITABLE SUPPORT FOR ITS PATIENTS WHILE ALSO SUPPORTING OTHER NONPROFIT ORGANIZATIONS THAT PROVIDE DIRECT MEDICAL, DENTAL, AND MENTAL WELL-BEING SERVICES FOR LOW-INCOME, UNINSURED, OR MEDICALLY UNDERSERVED POPULATIONS. 1 SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM INC 500 ELDORADO BLVD SUITE 4300 BROOMFIELD CO 80021 237379161 501(C)(3) 3714190 0 SUPPORT MONTANA CLINCIS ST JAMES HEALTHCARE FOUNDATION 400 SOUTH CLARK ST BUTTE MT 59701 651202190 501(C)(3) 397376 0 SUPPORT FOR MISSION BUTTE EMERGENCY FOOD BANK 1019 E 2ND STREET BUTTE MT 59701 810469563 501(C)(3) 50500 0 BACKPACK MEAL SUPPORT DONATION/TURKEY TOURNAMENT HOLE SPONSORSHIP HELP CENTER INC 421 EAST PEACH STREET BOZEMAN MT 59715 810309373 501(C)(3) 25000 0 MENTAL HEALTH CAMPUS SUPPORT DONATION 4 0 PART I, LINE 2: PROCESS FOR MONITORING GRANTS AND AWARDS THE ORGANIZATION KEEPS RECORDS TO SUPPORT THE AMOUNTS PROVIDED OR REASON FOR SUCH SUPPORT. ELIGIBILITY FOR FUNDING IS DETERMINED ON AN INDIVIDUAL BASIS, CONSIDERING THE USE OF THE FUNDS AND HOW THE USE RELATES TO THE ORGANIZATION'S MISSION. X 0 1 1 1 0 0 0 0 0 0 0 BRYAN JOHNSON INTERIM PRESIDENT, MT MKT. (PARTIAL) 0 554316 0 175097 0 60351 0 265522 0 29844 0 1085130 0 228386 JAMES DOYLE PRESIDENT SJB (PARTIAL) 39178 0 112813 0 564920 0 9093 0 2717 0 728721 0 108498 0 KAREN COSTELLO PRESIDENT SJB/PRES. HRH (PARTIAL) 321416 0 130305 0 96698 0 156484 0 21129 0 726032 0 136356 0 LEE BOYLES MONTANA MARKET PRESIDENT (PARTIAL) 0 419440 0 128583 0 29632 0 119788 0 22951 0 720394 0 0 SEAN FADDEN TREASURER 0 399078 0 106655 0 25773 0 163417 0 19517 0 714440 0 130898 JAMES RITCHEY FORMER KEY EMPLOYEE 0 356696 0 101431 0 29534 0 158909 0 34194 0 680764 0 128396 MOHAN NANDALUR MD FORMER HIGHEST COMPENSATED 0 602415 0 504 0 0 0 20700 0 11105 0 634724 0 0 MARWAN MASSOUH MD FORMER HIGHEST COMPENSATED 0 580816 0 504 0 15106 0 8743 0 23976 0 629145 0 0 JENNIFER DAVENPORT MD ACMO MT REG., CHIEF MEDICAL OFFICER 421081 0 76047 0 46891 0 54375 0 22361 0 620755 0 120955 0 PAMELA PALAGI AVP, FINANCE MT MARKET 0 321851 0 70829 0 33226 0 116762 0 11191 0 553859 0 102068 TERENCE MOLOUGHNEY ASSISTANT SECRETARY (PARTIAL) 0 171180 0 69994 0 213230 0 48033 0 14289 0 516726 0 57779 ADAM SCHAFER VP NETWORK DEVELOPMENT REGION MT 0 262278 0 60202 0 1814 0 107059 0 33551 0 464904 0 60202 KELLY ADAMS SECRETARY (PARTIAL) 0 238931 0 24559 0 31011 0 56058 0 34534 0 385093 0 24559 KATIE ROEDOCKER VP COO/CNO SJB 208831 0 47454 0 1009 0 79267 0 29317 0 365878 0 47454 0 TRACY NEARY VP MISSION INTEGRATION REGION MT 0 185501 0 43689 0 18063 0 77027 0 35306 0 359586 0 60512 ALAN MAYER MD FORMER HIGHEST COMPENSATED 0 302289 0 252 0 6379 0 18600 0 28017 0 355537 0 0 LUC HIBBS MD FORMER HIGHEST COMPENSATED 0 290418 0 252 0 1719 0 15597 0 26083 0 334069 0 0 JAMES BARRY OSER MD FORMER HIGHEST COMPENSATED 0 301272 0 504 0 6254 0 18107 0 3722 0 329859 0 0 JOEL DYE MD FORMER HIGHEST COMPENSATED 0 269702 0 252 0 6254 0 16047 0 34602 0 326857 0 0 TRISHA PALMER DIRECTOR OF HUMAN RESOURCES 182468 0 24690 0 5987 0 40203 0 15194 0 268542 0 20966 0 RISIK RASK PHARMACY DIRECTOR 173177 0 19545 0 427 0 34359 0 20146 0 247654 0 19545 0 HOLLY FERGUSON SR. DIRECTOR THERAPY SVCS 157123 0 19803 0 1729 0 36203 0 31166 0 246024 0 18243 0 JEFFREY NEIL PHARMACIST 190460 0 2688 0 726 0 10936 0 32924 0 237734 0 0 0 JOHN JAKSHA PHARMACIST 187274 0 2688 0 761 0 11979 0 34141 0 236843 0 0 0 PART I, LINE 1A THE FILING ORGANIZATION ALLOWS FOR CERTAIN TAX INDEMNIFICATION AND GROSS-UP PAYMENTS IN THE INSTANCES OF RELOCATION. THESE AMOUNTS ARE TREATED AS TAXABLE COMPENSATION AND REPORTED ON A FORM W-2 OR 1099. THE INDIVIDUALS THAT RECEIVED TAX GROSS-UP PAYMENTS IN 2024 WERE: KAREN COSTELLO - $12,200. PART I, LINE 1B THE FILING ORGANIZATION DOES NOT HAVE A FORMAL WRITTEN POLICY FOR TAX INDEMNIFICATION AND GROSS-UP PAYMENTS. HOWEVER, BEFORE ANY TAX INDEMNIFICATION AND GROSS-UP PAYMENTS ARE MADE, PROPER APPROVAL IS REQUIRED FROM THE EMPLOYEE'S MANAGER AND FROM HUMAN RESOURCES. PART I, LINE 3 COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR THE FILING ORGANIZATION IS AN AFFILIATE OF INTERMOUNTAIN HEALTH, AN INTEGRATED HEALTH SYSTEM THAT IS NATIONALLY RECOGNIZED FOR PROVIDING QUALITY MEDICAL CARE THAT RANKS AMONG THE HIGHEST IN THE NATION WITH CHARGES THAT ARE AMONG THE LOWEST IN THE NATION. INTERMOUNTAIN HEALTH'S POLICY IS TO COMPENSATE ITS EMPLOYEES, INCLUDING SENIOR MANAGEMENT, AT MARKET COMPETITIVE RATES. THE ORGANIZATION'S OFFICERS AND SENIOR MANAGEMENT ARE PAID BY A RELATED ORGANIZATION, SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. (SCLHS). COMPENSATION FOR THE OFFICERS AND SENIOR MANAGEMENT IS MANAGED BY THE INTERMOUNTAIN HEALTH CARE, INC. BOARD COMPENSATION COMMITTEE (COMMITTEE) ON BEHALF OF SISTERS OF CHARITY OF LEAVENWORTH HEALTHY SYSYTEM, INC. AND ALL OF ITS AFFILIATES. THE COMPENSATION COMMITTEE OF THE BOARD OF INTERMOUNTAIN HEALTH CARE, INC. (PARENT ORGANIZATION) RETAINS OUTSIDE CONSULTANTS TO PROVIDE OBJECTIVE DATA ON COMPENSATION LEVELS AND PRACTICES. THE COMMITTEE ANNUALLY ANALYZES THIS DATA AND MAKES COMPENSATION DECISIONS, WHICH ARE REVIEWED BY THE FULL BOARD OF TRUSTEES. THE BOARD PLACES A HIGH PRIORITY ON THE NEED TO RECRUIT AND RETAIN A STRONG LEADERSHIP TEAM AND TO CREATE A HIGHLY MOTIVATED AND ENGAGED WORKFORCE TO DRIVE SUPERIOR ORGANIZATIONAL PERFORMANCE TO BECOME A TOP-TIER INTEGRATED HEALTHCARE DELIVERY SYSTEM. COMPENSATION LEVELS FOLLOW IRS GUIDELINES AND ARE SUBJECT TO IRS OVERSIGHT. A PORTION OF THE COMPENSATION REPORTED ON THIS FORM REFLECTS DEFERRED AMOUNTS THAT ARE NOT VESTED, ARE SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE, AND MAY OR MAY NOT BE PAID IN THE FUTURE. THE REPORTABLE COMPENSATION ON SCHEDULE J INCLUDES CERTAIN AMOUNTS THAT HAVE BEEN OR WILL BE REPORTED TWICE, BOTH IN THE YEAR ACCRUED AND AGAIN IN THE YEAR PAID, AS REQUIRED IN THE REPORTING SCHEDULE INSTRUCTIONS. PART I, LINES 4A-B PART I, LINE 4A SEVERANCE PAYMENTS THE ORGANIZATION AND RELATED ORGANIZATIONS PERIODICALLY INCUR SEVERANCE PAYMENTS TO DEPARTING EMPLOYEES. THE INDIVIDUALS AND THE AMOUNTS PAID FOR SEVERANCE IN 2024 WERE: JAMES DOYLE - $530,170; TERENCE MOLOUGHNEY - $212,179. PART I, LINE 4B PAYMENTS FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN A RELATED ORGANIZATION PROVIDES A NONQUALIFIED DEFERRED COMPENSATION PLAN (NQDC) KNOWN AS THE SUPPLEMENTAL EXECUTIVE RETIREMENT PROGRAM (SERP) FOR EXECUTIVES (SENIOR MANAGEMENT) TO COMPENSATE FOR REGULATORY IMPOSED LIMITATIONS IN QUALIFIED RETIREMENT PLANS AND TO PROVIDE A BENEFIT CONSISTENT WITH OTHER NONPROFIT HEALTH SYSTEMS. THIS PLAN ENABLES THE EXECUTIVE TO EARN BENEFITS DURING EACH YEAR OF PARTICIPATION. IN 2014, IN AN EFFORT TO REDUCE LONG-TERM COSTS AND HAVE GREATER CONTROL OVER FINANCIAL RISK, THE SERP WAS CONVERTED FROM A DEFINED BENEFIT (DB) TO A DEFINED CONTRIBUTION (DC) DESIGN. CERTAIN MEMBERS OF SENIOR MANAGEMENT WHOSE BENEFITS WERE CONVERTED FROM DB TO DC WOULD HAVE BEEN DISPROPORTIONATELY AND NEGATIVELY AFFECTED BY THE CHANGE, SO THE COMMITTEE DETERMINED IT WOULD BE APPROPRIATE TO GRANT "TRANSITION CREDITS" IN ORDER TO MITIGATE THE NEGATIVE IMPACT OF THE CHANGE ON THEIR RETIREMENT BENEFITS. THIS IS A COMMON APPROACH EMPLOYED BY OTHER ORGANIZATIONS UNDERGOING A SIMILAR TRANSITION. THE TRANSITION CREDITS VEST IN ACCORDANCE WITH THE TERMS OF THE DC SERP (I.E., AFTER THREE YEARS) AND ARE PAID TO THE EXECUTIVE UPON VESTING. NQDC SERP PLAN STARTING IN 2014 STARTING IN 2014, THE RELATED ORGANIZATION'S NQDC SERP PLAN PROVIDED A BENEFIT TO ELIGIBLE PARTICIPANTS BASED ON A PERCENTAGE OF THEIR BASE COMPENSATION. THE VESTING PERIOD IS A ROLLING 3 YEARS OR WHEN THE PARTICIPANT IS AGE 65 OR OLDER. THERE WERE NO CONTRIBUTIONS TO THIS PLAN BEFORE JANUARY 1, 2014. ANY DISTRIBUTIONS FROM THIS PLAN ARE REPORTED BELOW. CERTAIN PARTICIPANTS ARE VESTED OR BECAME VESTED IN THE PLAN DURING 2024. VESTED AMOUNTS ARE PAYABLE TO THE RECIPIENT UPON THE END OF EMPLOYMENT. WHEN THE AMOUNTS BECOME TAXABLE THEY ARE INCLUDED ON THE PARTICIPANTS' W-2 THE AMOUNTS WITHDRAWN FROM THE NQDC SERP PLANS IN 2024 WERE: BRYAN JOHNSON - $56,888; JAMES DOYLE - $33,613; KAREN COSTELLO - $47,827; PAMELA PALAGI - $31,239; SEAN FADDEN - $24,243; JENNIFER DAVENPORT - $44,908; TRACY NEARY - $16,823; JAMES RITCHEY - $26,965. ADDITIONAL OFFICER AND BOARD DISCLOSURES THE SISTERS WHO SERVE AS OFFICERS AND/OR BOARD MEMBERS ARE MEMBERS OF THE SISTERS OF CHARITY OF LEAVENWORTH (A RELIGIOUS ORDER OF WOMEN). THE SISTERS HAVE TAKEN VOWS OF POVERTY AND RECEIVE NO COMPENSATION, EXPENSE ACCOUNT ALLOWANCE, OR CONTRIBUTIONS TO BENEFIT PLANS FOR THEIR SERVICES TO THE HEALTH SYSTEM. HOWEVER, A PAYMENT IS MADE DIRECTLY TO THE SISTERS OF CHARITY OF LEAVENWORTH FOR THE SERVICES OF THOSE WHO PERFORM PROFESSIONAL, ADMINISTRATIVE, AND OTHER SUCH SERVICES. FORM 990, LINE J WEBSITE: HTTPS://INTERMOUNTAINHEALTHCARE.ORG/LOCATIONS/INTERMOUNTAIN-HEALTH-ST-JA MES-HOSPITAL FORM 990, PART V, LINE 1A EXPLANATION FOR NUMBER REPORTED IN BOX 3 OF FORM 1096: THE ORGANIZATION'S EXPENSES ARE PAID BY A RELATED 501(C)(3) TAX-EXEMPT ORGANIZATION. THE RELATED ORGANIZATION FILES THE REQUIRED FORM 1096 AND RELATED 1099 TAX FORMS FOR ANY EXPENDITURE THAT REQUIRES A FORM 1099 TO BE FILED. FORM 990, PART VI, SECTION A, LINE 2 PAM PALAGI / TRACY NEARY / LEE BOYLES- BUSINESS RELATIONSHIP (EMPLOYER/EMPLOYEE RELATIONSHIP IN SCL HEALTH - MONTANA, A RELATED TAX-EXEMPT ORGANIZATION). TERENCE MOLOUGHNEY / KELLY ADAMS / SEAN FADDEN / AMY LEITCH / ADAM SCHAFER - BUSINESS RELATIONSHIP (EMPLOYER/EMPLOYEE RELATIONSHIP IN SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC., A RELATED TAX-EXEMPT ORGANIZATION). FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OR STOCKHOLDERS SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. IS THE SOLE MEMBER OF ST. JAMES HEALTHCARE. FORM 990, PART VI, SECTION A, LINE 7A POWER TO ELECT OR APPOINT MEMBERS SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC., THE SOLE MEMBER OF ST. JAMES HEALTHCARE, HAS THE POWER TO APPOINT TRUSTEES OF THE ST. JAMES HEALTHCARE BOARD OF TRUSTEES, SUBJECT TO THE RATIFICATION BY THE BOARD OF INTERMOUNTAIN HEALTH CARE, INC. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS RESERVED TO MEMBERS OR STOCKHOLDERS WHILE SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. (SCLHS) IS THE SOLE MEMBER OF ST. JAMES HEALTHCARE, RESERVED POWERS ARE PRIMARILY HELD BY INTERMOUNTAIN HEALTH CARE, INC. (INTERMOUNTAIN), WHO AS A RESULT OF AFFILIATION, IS A MEMBER OF SCLHS. SCLHS HAS THE POWER TO APPOINT TRUSTEES TO THE BOARD OF TRUSTEES, WHICH ARE SUBJECT TO RATIFICATION BY INTERMOUNTAIN. RESERVED POWERS HELD BY INTERMOUNTAIN INCLUDE: - ESTABLISH THE MISSION, VISION, AND VALUES FOR THE CORPORATION; - DEVELOP, ADOPT, AND OVERSEE STRATEGY, GOALS, OBJECTIVES, POLICIES, STANDARDS, AND GUIDELINES FOR THE CORPORATION; - ADOPT, AMEND, OR REPEAL THE GOVERNING DOCUMENTS OF THE CORPORATION; - FIX THE NUMBER OF TRUSTEES OF THE BOARD AND APPOINT AND REMOVE TRUSTEES TO AND FROM THE BOARD; - APPOINT AND REMOVE THE TRUSTEES, DIRECTORS, MANAGERS, OR BOARD OFFICERS OF THE CORPORATION; - PROVIDE FOR THE OVERALL MANAGEMENT OF THE CORPORATION, INCLUDING APPOINTING, OVERSEEING, AND REMOVING THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OF THE CORPORATION; - OVERSEE AUDIT AND COMPLIANCE, CLINICAL EXCELLENCE, COMPENSATION, FINANCE, INVESTMENT, NOMINATING AND GOVERNANCE, AND ANY OTHER NEEDED FUNCTIONS FOR THE PROPER OPERATION OF THE CORPORATION; - OVERSEE THE MEDICAL GROUPS OF THE SYSTEM IN A MANNER TO ENCOURAGE THE DELIVERY OF COST-EFFECTIVE PROFESSIONAL SERVICES TO PATIENTS SERVED AND, IN ACCORDANCE WITH APPLICABLE STATE LAW, OVERSEE CLINICAL PRACTICE AND EVIDENCED-BASED MEDICINE; - APPROVE THE ACQUISITION OF ASSETS, INCURRENCE OF INDEBTEDNESS, SALE, LEASE, TRANSFER, ASSIGNMENT, OR ENCUMBRANCE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION; - APPROVE ANY MERGER, CHANGE OF CONTROL, DISSOLUTION, OR CORPORATE RESTRUCTURING OF THE CORPORATION; - OVERSEE THE ACQUISITION OR FORMATION OF ANY NEW SUBSIDIARY OF THE CORPORATION; AND - DIRECT FINANCES AND INVESTMENTS OF THE CORPORATION, INCLUDING CONTROLS, OPERATING AND CAPITAL BUDGETS, INTERCOMPANY TRANSFERS OR LOANS, AND SELECTION AND REMOVAL OF EXTERNAL AUDITORS. THE OTHER MEMBER OF SCLHS IS LEAVEN MINISTRIES, WHO WAS GRANTED THE FOLLOWING RESERVED POWERS: - TO APPROVE THE ADOPTION, AMENDMENT OR REPEAL OF THE CIVIL ARTICLES OF INCORPORATION OR BYLAWS OF SCLHS, OF ANY CIVIL CORPORATION OF WHICH SCLHS IS THE CONTROLLING MEMBER, AND OF ANY SUBSIDIARY CORPORATION OF SCLHS; - TO FIX THE NUMBER AND APPOINT THE MEMBERS OF THE BOARD OF TRUSTEES OF SCLHS; - TO REMOVE, WITH OR WITHOUT CAUSE, ANY MEMBER OF THE BOARD OF TRUSTEES OF SCLHS; - TO APPROVE FOR SCLHS, ANY CORPORATION OF WHICH SCLHS IS THE CONTROLLING MEMBER, OR ANY SUBSIDIARY CORPORATION OF SCLHS, THE INCURRENCE OF INDEBTEDNESS OR THE SALE, TRANSFER, ASSIGNMENT, OR ENCUMBERING OF THE ASSETS, PURSUANT TO POLICIES ESTABLISHED FROM TIME TO TIME BY THE MEMBERS OF LEAVEN MINISTRIES; - TO APPROVE ANY OTHER ACTION WHICH, IN ACCORDANCE WITH THE CIVIL CORPORATE DOCUMENTS GOVERNING SCLHS IS RESERVED TO THE MEMBERS OF LEAVEN MINISTRIES; - TO APPROVE ANY ALIENATION, SALE, GIFT OR OTHER TRANSFER OF THE REAL PROPERTY HELD BY ANY SCLHS CATHOLIC ENTITY THAT CONSTITUTES ECCLESIASTICAL GOODS; - TO APPROVE ANY DISSOLUTION, FILING OF A BANKRUPTCY PETITION, MERGER, CONSOLIDATION OR CHANGE OF MAJORITY CONTROL OF ANY SCLHS CATHOLIC ENTITY; - TO APPROVE ANY MORTGAGE OR OTHER SECURITY INSTRUMENT THAT DIRECTLY ENCUMBERS THE REAL PROPERTY OF ANY SCLHS CATHOLIC ENTITY THAT CONSTITUTES ECCLESIASTICAL GOODS; - TO MONITOR, OVERSEE AND ENFORCE THE CATHOLIC PROTECTIONS INCLUDING THOSE ON-GOING OBLIGATIONS OF INTERMOUNTAIN HEALTH CARE, INC.SET FORTH IN THE MERGER AGREEMENT THAT ARE FOR THE BENEFIT OF LEAVEN MINISTRIES; AND - TO APPROVE ANY ALTERATION, REVOCATION, SUSPENSION, OR OTHER TERMINATION OR MODIFICATION OF THE RESERVED POWERS SET FORTH HEREIN. IN THE EVENT ANY CONFLICTS ARISE BETWEEN THE RESERVED POWERS GRANTED TO LEAVEN MINISTRIES AND THOSE OF INTERMOUNTAIN, THE LEAVEN RESERVED POWERS WILL CONTROL. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE TAX DEPARTMENT OF INTERMOUNTAIN HEALTH CARE, INC. AND SUBSIDIARIES. THE DRAFT FORM 990 IS REVIEWED BY CERTAIN MEMBERS OF SENIOR MANAGEMENT. A COPY OF THE FINAL FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO THE FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C EACH OFFICER, DIRECTOR, TRUSTEE AND KEY EMPLOYEE IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE AT LEAST ANNUALLY. THESE INDIVIDUALS HAVE BEEN INSTRUCTED TO UPDATE THEIR QUESTIONNAIRE INFORMATION IF THEY BECOME AWARE OF A NEW POTENTIAL CONFLICT, OR IF ANY OF THE PREVIOUSLY REPORTED INFORMATION CHANGES. ADDITIONALLY, BOARD MEMBERS ARE ASKED AT THE BEGINNING OF EACH BOARD OR COMMITTEE MEETING IF THEY ARE AWARE OF ANY CONFLICTS. ACCORDING TO POLICY, THE QUESTIONNAIRES ARE COLLECTED AND REVIEWED BY INTERMOUNTAIN'S CHIEF COMPLIANCE OFFICER. POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED WITH APPROPRIATE PERSONNEL, WHICH MAY INCLUDE (BUT IS NOT LIMITED TO) THE AUDIT AND COMPLIANCE COMMITTEE CHAIR, SENIOR MANAGEMENT AND THE LEGAL DEPARTMENT. IF AN INDIVIDUAL DISCLOSES A SITUATION THAT POSES A CONFLICT OF INTEREST, A DETERMINATION IS MADE WHETHER THE SITUATION CAN BE MANAGED (SUCH AS BY RECUSAL IN DECISION-MAKING SETTINGS) OR MUST BE ELIMINATED (SUCH AS THROUGH DIVESTITURE OF THE OUTSIDE INTEREST). FINDINGS ARE REPORTED TO THE AUDIT AND COMPLIANCE COMMITTEE OF INTERMOUNTAIN HEALTH CARE, INC. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE ("COMPENSATION COMMITTEE"), A SUBSET OF INTERMOUNTAIN HEALTH CARE, INC.'S GOVERNING BODY (A RELATED NONPROFIT ORGANIZATION), IS RESPONSIBLE FOR THE PROCESS OF ANNUALLY DETERMINING THE TOTAL COMPENSATION PACKAGES (INCLUDING CASH AND NONCASH BENEFITS) FOR THE FOLLOWING OFFICERS: - PRESIDENT - VICE PRESIDENTS THE COMPENSATION COMMITTEE ANNUALLY RETAINS AN INDEPENDENT, EXTERNAL CONSULTING FIRM TO PROVIDE AN ANALYSIS OF COMPARABLE MARKET DATA. THE CONSULTANTS REVIEW THE VARIOUS TYPES OF DIRECT COMPENSATION, INCLUDING BASE SALARY, TOTAL CASH, AND ANNUAL AND LONG-TERM INCENTIVES. INFORMATION FROM A SELECTED GROUP OF COMPARABLE NONPROFIT ORGANIZATIONS IS USED TO SUPPLEMENT PUBLISHED SURVEY DATA. THE CONSULTANTS ALSO CONDUCT AN IN-DEPTH ANALYSIS OF THE ASSOCIATED BENEFITS AND PERQUISITES. INFORMATION PROVIDED BY THE EXTERNAL CONSULTANTS IS REVIEWED BY THE COMPENSATION COMMITTEE ALONG WITH THE PERFORMANCE DATA FOR EACH OFFICER LISTED ABOVE. DECISIONS BY THE COMPENSATION COMMITTEE ARE CONTEMPORANEOUSLY DOCUMENTED. THE COMPENSATION COMMITTEE PRESENTS THE COLLECTED INFORMATION AND THE ASSOCIATED COMPENSATION DECISIONS TO THE ENTIRE BOARD OF TRUSTEES. THE PHILOSOPHY IS TO PAY COMPENSATION AT MARKET COMPETITIVE RATES. THE DETERMINATION OF EXECUTIVE COMPENSATION IS ALSO DESIGNED TO MEET THE "REBUTTABLE PRESUMPTION OF REASONABLENESS" STANDARD AS OUTLINED IN THE TREASURY REGULATIONS. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ST. JAMES HEALTHCARE DOES NOT CURRENTLY ALLOW PUBLIC INSPECTION OF ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY. A COPY OF THE CONSOLIDATED FINANCIAL STATEMENTS THAT INCLUDES THE FILING ORGANIZATION IS ATTACHED TO THIS RETURN. THE CONSOLIDATED FINANCIAL STATEMENTS ARE ALSO AVAILABLE TO THE PUBLIC ON THE ELECTRONIC MUNICIPAL MARKET ACCESS WEBSITE (HTTPS://EMMA.MSRB.ORG/P21914280-P21463550-P21912552.PDF), A SERVICE PROVIDED BY THE MUNICIPAL SECURITIES RULEMAKING BOARD. FORM 990, PART IX, LINE 11G PHYSICIAN SERVICES: PROGRAM SERVICE EXPENSES 6,414,667. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,414,667. MEDICAL STAFFING: PROGRAM SERVICE EXPENSES 3,071,568. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,071,568. MEDICAL SERVICES: PROGRAM SERVICE EXPENSES 11,993,093. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,993,093. LAB SERVICES: PROGRAM SERVICE EXPENSES 705,333. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 705,333. FORM 990, PART XI, LINE 9: BOOK VS TAX ADJUSTMENT FOR JOINT VENTURE INCOME -441,535. 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