2018-08-15T08:34:21-05:00 2017-09-30 560747981 DIXON HUGHES GOODMAN LLP 500 RIDGEFIELD COURT ASHEVILLE NC 28806 990 2016-10-01 811723202 UPSTATE AFFILIATE ORGANIZATION UPST 8647977612 300 EAST MCBEE AVENUE No 302 GREENVILLE SC 29601 TERRI T NEWSOM VP AND TREASURER 8647977612 2018-08-15 1 Amy Bibby P00445891 8282542254 2016 2022-09-23 18:48:47Z GREENVILLE HEALTH SYSTEM SPENCE TAYLOR MD 300 EAST MCBEE AVENUE No 302 GREENVILLE SC 29601 2053895210 0 X WWW.GHS.ORG X 2016 SC HEAL COMPASSIONATELY. TEACH INNOVATIVELY. IMPROVE CONSTANTLY. 13 12 13568 12 865902 -528920 0 12799893 0 2037536249 0 115716 0 2846556 0 2053298414 0 73429466 0 0 0 775101765 0 0 0 0 1096320750 0 1944851981 0 108446433 0 1287348264 0 1257123322 0 30224942 HEAL COMPASSIONATELY. TEACH INNOVATIVELY. IMPROVE CONSTANTLY. 0 0 1670358707 73429466 2039516903 FISCAL YEAR 2017 (OCTOBER 1, 2016-SEPTEMBER 30, 2017) WAS A TIME OF TRANSITION AND OPPORTUNITY FOR GREENVILLE HEALTH SYSTEM (GHS). ONE KEY EXAMPLE IS THE PARTNERSHIP ANNOUNCED BY GHS AND PALMETTO HEALTH TO CREATE A PRIVATE NOT-FOR-PROFIT, LOCALLY GOVERNED HEALTH COMPANY AIMED AT SHAPING AND LEADING THE FUTURE OF HEALTH CARE FOR ALL SOUTH CAROLINIANS.THROUGHOUT THE YEAR, GHS WELCOMED NEW OR EXPANDED SERVICES, ANNOUNCED INNOVATIVE COLLABORATIONS, AND DEBUTED DISTINCTIVE ENTITIES THAT HELP FULFILL THE SYSTEM'S MISSION TO HEAL COMPASSIONATELY, TEACH INNOVATIVELY AND IMPROVE CONSTANTLY. PLEASE READ THE ANNUAL REPORT FOR MORE DETAIL ABOUT NEW AND EXPANDED SERVICES AND INNOVATIVE COLLABORATIONS AT THIS WEBSITE:https://www.ghs.org/2017-annual-report/ 1670358707 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 1 1 1 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 981 0 1 13568 1 1 1 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 SC X LESLIE RODWELL 8647977612 300 EAST MCBEE AVE STE 302 GREENVILLE SC 29601 Marguerite R Wyche Chair 1.00 X X 0 0 0 Robert T Nitto VICE CHAIR 1.00 X X 0 0 0 Benjamin B Waters III BOARD MEMBER 1.00 1.00 X 0 0 0 C Michael Smith BOARD MEMBER 1.00 X 0 0 0 Charles E Dalton BOARD MEMBER 1.00 X 0 0 0 David M Lominack BOARD MEMBER 1.00 X 0 0 0 W Michael Ellison BOARD MEMBER 1.00 X 0 0 0 Michelle B Seaver BOARD MEMBER 1.00 X 0 0 0 Rev Thomas E Simmons BOARD MEMBER 1.00 X 0 0 0 Richard A Phillips BOARD MEMBER 1.00 X 0 0 0 Ruth M Richburg BOARD MEMBER 1.00 X 0 0 0 Timothy J Reed BOARD MEMBER 1.00 X 0 0 0 Spence Taylor MD PRESIDENT AND BOARD MEMBER 40.00 1.00 X X 217272 0 122251 Terri T Newsom VICE PRESIDENT/TREASURER 20.00 20.00 X 138774 0 89062 Joseph J Blake Jr SECRETARY 20.00 20.00 X 4863062 0 22844 Greg Rusnak EVP & Chief Operating Officer 40.00 1.00 X 2581197 0 36069 Angelo Sinopoli MD EVP & Chief Clinical Officer 40.00 1.00 X 225155 0 114120 Christopher Wright MD CHIEF OF MEDICAL STAFF 40.00 X 169279 0 16216 Marty Lutz MD MEDICAL DOCTOR 40.00 X 130568 0 17268 DEBORAH HUETER EVP MYHEALTH FIRST NETWORK 40.00 X 138274 0 22514 8463581 0 440344 643 0 1 0 HEALTHCARE STAFFING SERVICES 1000 CENTER POINT ROAD COLUMBIA SC 29210 STAFFING SERVICES 12451719 OPTIMUM HEALTHCARE IT 1300 MARSH LANDING PARKWAY SUITE 1 JACKSONVILLE BEACH FL 32250 CONSULTING SERVICES 10983139 EPIC SYSTEMS CORPORATION 1979 MILKY WAY VERONA WI 53593 EPIC SERVICES 6414484 AMERICAN SECURITY OF GREENVILLE LLC PO BOX 486 GREENVILLE SC 29602 SECURITY SERVICES 5528602 PHYSICIAN TECHNOLOGY PARTNERS 3121 EVELYN DRIVE SUITE 110 BEAVERCREEK OH 45434 CONSULTING SERVICES 4896925 0 78985 854061 11866847 12799893 PATIENT SERVICE REVENUE 621400 1933082246 1932415839 666407 OTHER OPERATING REVENUE 900099 41106928 40907433 199495 BAD DEBT RECOVERIES 900099 29958534 29958534 PHARMACY 446110 22153932 22153932 MEDICARE SHARED SAVINGS PROGRAM 900099 11234609 11234609 2037536249 62234 62234 3443352 596796 2846556 2846556 2846556 53482 0 53482 53482 53482 2053298414 2039516903 865902 115716 X 73429466 73429466 8371919 8371919 608045815 400427815 207618000 22884967 14866181 8018786 93332246 60629059 32703187 42466818 27586642 14880176 2674972 2674972 225888 225888 244285103 244285103 346 346 31656707 31656707 44654915 44654915 50746085 50746085 3497664 3497664 559036 559036 16130781 16130781 103667399 103667399 4230388 4230388 SUPPLIES 328636845 328636845 BAD DEBT EXPENSE 225744724 225744724 MEDICAID TAX 28018438 28018438 MIAP ASSESSMENT 6394379 6394379 5197080 5197080 1944851981 1670358707 274493274 0 -5955319 2505430 233249367 6414867 248466 29464949 10086151 2029334161 1193137408 0 836196753 236032 11137077 0 163764491 0 1287348264 233331182 46758283 41442614 612716297 0 322874946 0 1257123322 X 11350625 18874317 0 30224942 0 1287348264 X 108446433 -78221491 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 202962 202962 0 Part II-B, Line 1: UPSTATE AFFILIATE ORGANIZATION PAYS ANNUAL MEMBERSHIP DUES AS PART OF ITS MEMBERSHIP WITH THE SC HOSPITAL ASSOCIATION AND 4.95% ($20,958) OF THESE DUES ARE USED FOR LOBBYING ACTIVITIES. THE ORGANIZATION ALSO PAID LOBBYING COSTS OF $86,848 TO PUBLIC STRATEGY AND $95,156 TO TIM BRETT STRATEGIC COMMUNICATIONS. 46301951 46301951 757157865 338613670 418544195 1167651876 821036592 346615284 58222469 33487146 24735323 836196753 OTHER RECEIVABLES 27580870 DUE FROM RELATED ORGANIZATION 113056467 ESTIMATED THIRD PARTY PAYOR SETTLEMENT 23127154 163764491 STUDIES 1635661 NET PENSION OBLIGATION 285231113 OTHER LIABILITIES 36008172 322874946 X Part X, Line 2: SCO, UAO (D/B/A GHS), GHC, Partners, RDC and the Auxiliary are exempt from federal income tax as organizations described in Section 501(c)(3) of the Internal Revenue Code of 1986, as amended. Health Resources, GOT, and ONC are not exempt from federal income taxes. MyHFN is classified as a partnership for tax purposes. SCO and Subsidiaries (which includes UAO) recognizes the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities based on the technical merits of the position. SCO and Subsidiaries has determined that it does not have any material unrecognized tax benefits or obligations. 1 1 X 1 X 1 X 1 1 1 0 1 1 84615920 84615920 0.04920 280538407 365703806 0 0.00000 365154327 365703806 84615920 0.04920 7479565 1074595 6404970 0.00370 66565719 12195462 54370257 0.03160 94587642 78910240 15677402 0.00910 846787 846787 0.00050 7346409 7346409 0.00430 176826122 92180297 84645825 0.04920 541980449 457884103 169261745 0.09840 1114636 1114636 0.00060 1114636 1114636 0.00060 1 65953052 9233427 462766565 559582216 -96815651 X 1 1 7 1 GREENVILLE MEMORIAL HOSPITAL 300 EAST MCBEE AVENUE STE 302 GREENVILLE SC 29601 WWW.GHS.ORG X X X X X A 2 GREER MEMORIAL HOSPITAL 830 S BUNCOMBE RD GREER SC 29650 WWW.GHS.ORG X X X A 3 HILLCREST MEMORIAL HOSPITAL 729 SE MAIN ST SIMPSONVILLE SC 29681 WWW.GHS.ORG X X X X A 4 LAURENS COUNTY MEMORIAL HOSPITAL 22725 HWY 76 EAST CLINTON SC 29325 WWW.GHS.ORG X X X A 5 NORTH GREENVILLE HOSPITAL 807 N MAIN ST TRAVELERS REST SC 29690 WWW.GHS.ORG X X X A 6 OCONEE MEMORIAL HOSPITAL 298 MEMORIAL DRIVE SENECA SC 29672 WWW.GHS.ORG X X X A 7 PATEWOOD MEMORIAL HOSPITAL 175 PATEWOOD DRIVE GREENVILLE SC 29615 WWW.GHS.ORG X X X X A FACILITY REPORTING GROUP A 0 0 1 X X X X X X X X X 15 1 1 0 1 X https://www.ghs.org/newsroom/chna/ X 1 15 1 https://www.ghs.org/newsroom/chna/ 0 1 X 200.000000000000 400.000000000000 X X 1 1 X X X 1 X SEE DISCLOSURE X SEE DISCLOSURE X SEE DISCLOSURE X X X X X X X 1 X 0 X X X 1 X 0 0 PART V, SECTION B, LINE 16A http://cloudfront.greenvillehealthsystem.net/docs/greenville-health-system-financial-assistance-policy--ghs-formal.pdf PART V, SECTION B, LINE 16B http://cloudfront.greenvillehealthsystem.net/docs/greenville-health-system-financial-assistance-application--english.pdf PART V, SECTION B, LINE 16C http://cloudfront.greenvillehealthsystem.net/docs/greenville-health-system-financial-assistance-policy--plain-language.pdf Part V, Section B Facility Reporting Group A Facility Reporting Group A consists of: - Facility 1: GREENVILLE MEMORIAL HOSPITAL, - Facility 2: GREER MEMORIAL HOSPITAL, - Facility 3: HILLCREST MEMORIAL HOSPITAL, - Facility 4: LAURENS COUNTY MEMORIAL HOSPITAL, - Facility 5: NORTH GREENVILLE HOSPITAL, - Facility 6: OCONEE MEMORIAL HOSPITAL, - Facility 7: PATEWOOD MEMORIAL HOSPITAL FACILITY REPORTING GROUP A Part V, Section B, line 5: UAO contracted with The Johnson Group to perform marketing research and collect the qualitative data by conducting phone and online surveys, focus groups, and town hall meetings. Input was solicited from key community stakeholders and others representing the broad interests of the community, including experts in public health, and representatives of the medically underserved, low-income, and minority populations. Qualitative data collection methods included a total of 469 completed phone and online surveys (collected between November 2015 and January 2016) and four focus groups conducted in early spring 2016. The focus groups included many representatives of community agencies that provide support services to at-risk citizens such as the elderly, low-income families, the uninsured, homeless, and other vulnerable citizens. The focus groups were presented with the findings from the surveys and participants were asked to respond to, add input to, and prioritize the results. It should be noted that GHS did not receive any written comments or feedback from the community regarding its previous CHNA. FACILITY REPORTING GROUP A Part V, Section B, line 6b: THE FOLLOWING HOSPITAL FACILITIES CONDUCTED THE CHNA TOGETHER; GREENVILLE MEMORIAL HOSPITAL, GREER MEMORIAL HOSPITAL, HILLCREST MEMORIAL HOSPITAL, LAURENS COUNTY MEMORIAL HOSPITAL, NORTH GREENVILLE HOSPITAL, OCONEE MEMORIAL HOSPITAL, PATEWOOD MEMORIAL HOSPITALALSO, UAO collaborated with Bon Secours St. Francis Health System in Greenville to conduct focus groups in our shared communities. FACILITY REPORTING GROUP A Part V, Section B, line 11: The Steering Committee, with executive leadership's support, concluded that UAO could have the most significant impact on Access to Health Care, Social Determinants of Health, Obesity/Nutritional Health, and Mental/Behavioral Health. UAO has resources and programs already in place that through expansion and enhancement could support and positively influence these issues. Heart disease mortality, diabetes, and cancer mortality were not selected as focus areas but UAO has the opportunity to affect these issues indirectly by focusing on Obesity/Nutritional Health. There is a substantial amount of research indicating that obesity and poor nutrition negatively influence all three of these health issues. By focusing efforts on increasing healthy eating and active living and by addressing food insecurity, risks for chronic diseases will be reduced. Alcohol and drug abuse and suicide mortality were not selected as focus areas because similar to the connection between obesity and chronic disease; there is also a connection between mental/behavioral health and substance abuse and suicide. Activities concentrating on improving mental/behavioral health services should also positively impact substance abuse and suicide risks. Unintentional Injury was not selected as a focus area because the system feels it has the resources and expertise to have a greater impact on the four selected priority areas. GHS' Children's Hospital has been and will continue leading the Safe Kids Upstate Coalition, which teams with community partners to prevent unintentional childhood injury, a leading cause of death of children 19 and under. the CHNA posted on the website with each implementation strategy: https://www.ghs.org/newsroom/chna/ FACILITY REPORTING GROUP A Part V, Section B, line 13h: FPL GUIDELINES FACILITY REPORTING GROUP A Part V, Section B, line 16j: Community Clinics are aware of and have access to the hospital's Financial Assistance applications. FACILITY REPORTING GROUP A Part V, Section B, line 20e: THE ORGANIZATION WIDELY PUBLICIZES THE FINANCIAL ASSISTANCE POLICY. 53 1 - GHS Cancer Institute - Faris 900 W Faris Road Greenville SC 29605 Greenville SC 29605 Outpatient cancer treatment 2 - GHS Cancer Institute - Eastside 65 International Drive Greenville SC 29615 Outpatient cancer treatment 3 - GHS Patewood Outpatient Center 200 Patewood Drive Bldg A Greenville SC 29615 Outpatient surgery and diagnostic 4 - GHS Cancer Institute - Grove 3 Butternut Drive Suite B Greenville SC 29605 Outpatient cancer treatment 5 - GHS Outpatient Radiology 1210 West Faris Road Greenville SC 29605 Outpatient imaging 6 - GHSCancer Institute - Spartanburg 120 Dillon Drive Spartanburg SC 29307 Outpatient cancer treatment 7 - GHS Cancer Institute - Seneca 132 Lila Doyle Drive Seneca SC 29672 Outpatient cancer treatment 8 - GHS Cross Creek Surgery Center 9 Doctors Drive Greenville SC 29605 Ambulatory surgery 9 - GHS Roger C Peace 701 Grove Road Greenville SC 29605 Rehabilitation 10 - GHS Marshall I Pickens 701 Grove Road Greenville SC 29605 Inpatient and outpatient psychiatric 11 - GHS Cardiovascular Services - Greenville 3 Butternut Drive Greenville SC 29605 Cardiovascular diagnostic 12 - GHS Cancer Institute - Greer 340 Medical ParkwaySuite 100 Greer SC 29650 Outpatient cancer treatment 13 - GHS Vascular Health Alliance 200 Patewood Road Suite 300-C Greenville SC 29615 Outpatient diagnostic services; wound care; venous and lymphatic medicine 14 - GHS Kidnetics 29 North Academy St Greenville SC 29601 Pediatric occupational, physical and speech therapies 15 - GHS Lila Doyle Nursing 101 Lila Doyle Drive Seneca SC 29672 Skilled nursing 16 - GHS Cancer Institute - Andrews 200 Andrews Street Suite 100 Greenville SC 29601 Outpatient cancer treatment 17 - GHS OBGYN Clinic 1120 Grove Road Greenville SC 29605 Primary care - OB/GYN 18 - GHS Greenville Memorial Sub-Acute 807 North Main Street Travelers Rest SC 29690 Skilled nursing 19 - GHS Pediatric HematologyOncology 900 W Faris Road Greenville SC 29605 Diagnostic services and treatments for children with cancer or hematological 20 - GHS Center for Pediatric Medicine 20 Medical Ridge Road Greenville SC 29605 Pediatric primary care 21 - GHS Mobile Care Ambulance Service 1315 Grove Road Greenville SC 29605 Ambulance service 22 - GHS Cancer Institute - Easley 109 Fleetwood Drive Suite A Easley SC 29640 Outpatient cancer treatment 23 - GHS Cardiovascular Services Simpsonville 719 SE Main Street Simpsonville SC 29681 Cardiovascular diagnostic 24 - GHS Home Health Agency 440 Roper Mountain Road Suite C Greenville SC 29615 Home health agency 25 - GHS SurgeryOrthopedics Clinic 13 Edgewood Drive Greenville SC 29605 Outpatient orthopedic/surgery diagnostic, referral 26 - GHS Laurens County Memorial Hospital Skill 22725 Hwy76 East Clinton SC 29325 Skilled nursing 27 - GHS Laurens Family Medicine - Main 106 Parkview Drive Laurens SC 29360 Primary care 28 - GHS Roger C Peace TBI 100 Augusta Street Greenville SC 29601 Outpatient brain injury rehabilitation 29 - GHS Sleep Disorders Center 890 West Faris Road Greenville SC 29605 Sleep studies/diagnostic 30 - GHS Internal MedicineSubspecialty Clinic 876 W Faris Road Greenville SC 29605 Primary care 31 - GHS Center for Family Medicine 877 West Faris Road Greenville SC 29605 Primary care 32 - GHS Advanced Family Medicine 210 South Broad Street Clinton SC 29325 Primary care 33 - GHS Hospice of the Foothills 390 Keowee School Road Seneca SC 29672 Hospice - outpatient 34 - GHS Wonder Center 29 North Academy Street Greenville SC 29601 Day treatment center for medically fragile children 35 - GHS ClemsonSeneca Peds - Clemson 208 Frontage Road 1 Clemson SC 29631 Primary care pediatric 36 - GHS ClemsonSeneca Peds - Seneca 109 Omni Drive B Seneca SC 29672 Primary care pediatric 37 - GHS Center for Pediatric Medicine - West 5 West Main Street Greenville SC 29611 Primary care pediatric 38 - GHS Oconee Home Health 298 Memorial Drive Seneca SC 29672 Home health agency 39 - GHS Infusion Center 701 Grove Road Greenville SC 29605 Outpatient cancer treatment 40 - GHS Cottingham Hospice House 390 Keowee School Road Seneca SC 29672 Hospice - inpatient 41 - GHS Surgery Center - Spartanburg 1413 John B White Sr Blvd Spartanburg SC 29306 Ambulatory surgery 42 - GHS Laurens Family Medicine - Gray Court 9100 Hwy14 Gray Court SC 29645 Primary care 43 - GHS Sleep Disorders Center - Verdae 1025 Verdae Blvd Suite D Greenville SC 29607 Sleep studies/diagnostic 44 - GHS Marshall I Pickens Outpatient 701 Grove Road Greenville SC 29605 Outpatient psychiatric 45 - GHS Center for Pediatric Medicine - Cross 57 Cross Park Court Greenville SC 29605 Primary care pediatric 46 - GHS Greenville Midwifery and Birth Center 35 Medical Ridge Drive Greenville SC 29605 Birthing center 47 - GHS Senior Care 32 Centennial Drive Greenville SC 29605 Geriatirc outpatient primary care, referral and support services 48 - GHS Diabetes Self-Care Mgmt Program 875 West Faris Road Greenville SC 29605 Outpatient diabetes care 49 - GHS Cancer Institute - Laurens 22725 Hwy76 East Medical Office Bldg 3 Clinton SC 29325 Outpatient cancer treatment 50 - GHS Marshall I Pickens Childrens 701 Grove Road Greenville SC 29605 Child and adolescent residential treatment center 51 - GHS Women's and Children's Program 701 Grove Road Greenville SC 29605 Childbirth education and 52 - GHS Laurens County Anesthesia 22725 Hwy 76 East Clinton SC 29325 Professional services - anesthesia 53 - GHS EMS 298 Memorial Drive Seneca SC 29672 Emergency services and transportation Part I, Line 3c: FPG is used but in addition, there is consideration for Catastrophic events:When the patient's hospital account(s) exceed two (2) times the household annual gross income the following criteria will be considered when determining sponsorship eligibility:The tax appraised value of the primary place of residence may exceed the two hundred thousand dollars ($200,000).Equity value of the primary place of residence may exceed thirty-five thousand ($35,000) dollars.Liquid assets may be considered when determining sponsorship.Sponsorship for a catastrophic event may be approved for outstanding accounts for dates of service within eight (8) months from the date of application. Charity/Sponsorship will not be added to the patient's record for future dates of service but may reapply when additional services are received. Part I, Line 7g: THE SUBSIDIZED HEALTH SERVICES INCLUDE:1. CENTER FOR FAMILY MEDICINE2. MEDICAL CENTER CLINICS3. COTTINGHAM HOSPICE HOUSE4. HOSPICE OF THE FOOTHILLS5. MARSHALL I. PICKENS HOSPITAL6. GREENVILLE HOME HEALTH7. LILA DOYLE NURSING CARE8. OCONEE HOME HEALTH9. ROGER C. PEACE REHABILITATION10. MOBILE CARE AMBULANCE SERVICE11. DIABETES SELF MANAGEMENT PROGRAM12. WONDER CENTER13. DHEC PERINATAL DEVELOPMENT14. PALLATIVE CARE15. OCONEE AMBULANCE SERVICE Part I, Line 7, Column (f): The Bad Debt expense included on Form 990, Part IX, Line 25, Column (A), but subtracted for purposes of calculating the percentage in this column is $ 225,776,762. Part III, Line 2: THE METHODOLOGY USED MULTIPLIES BAD DEBT EXPENSE BY THE OVERALL COST-TO-CHARGE RATIO. Part III, Line 3: INTERNAL REVIEW OF PATIENT ACCOUNTS IN BAD DEBT REVEALED 28% HAD LOW SCORES AS TO PROPENSITY TO PAY. OF THESE, OUR ESTIMATE IS THAT 1/2 OF THESE (14%) WOULD QUALIFY FOR CHARITY. Part III, Line 8: One criterion for qualifiying as a community benefit is that the service, if not provided by the hospital, would otherwise be provided by the government. GHS is required to provide care to all, regardless of ability to pay. A for-profit entity would not knowingly offer a program that generates a loss of this magnitude. Part III, Line 9b: If it is determined that a patient has no available means to pay for services and is declared eligible for Hospital Charity or Hospital Sponsorship, charges will be adjusted according to the level of charity or sponsorship documented on the patient's account. Specific to patients seen at components of the Greenville Memorial Hospital provider, and for purposes of the 340B drug program, the Contract Pharmacies will extend discounts to patients under the Hospital Sponsorship program. Hospital Charity and Hospital Sponsorship constitutes a satisfactory financial arrangement. Part VI, Line 2: THE CHNA ENCOMPASSES THE USE OF BOTH QUALITIATIVE AND QUANTITATIVE DATA ANALYSIS. THE QUALITATIVE DATA WERE OBTAINED THROUGH INTERVIEWS, SURVEYS, AND FOCUS GROUP SESSIONS IN 3 OF THE 4 COUNTIES COMPRISING THE GHS PRIMARY SERVICE AREA, AS WELL AS PHONE AND ON-LINE SURVEYS. STAKEHOLDERS PROVIDING FOCUS GROUP INPUT INCLUDED LOCAL BUSINESS LEADERS AND ORGANIZATIONS DEDICATED TO IMPROVING THE HEALTH AND WELL-BEING OF THEIR INDIVIDUAL COMMUNITIES. THE FOCUS GROUPS FOCUSED ON STAKEHOLDER PERCEPTIONS OF HEALTH AND HEALTH SERVICES IN THEIR COMMUNITIES. QUANTITATIVE DATA INCLUDES THE MOST RECENT INDICATORS OF HEALTH FROM A VARIETY OF LOCAL AND NATIONAL RESOURCES. DATA WERE ANALYZED FROM A PERSPECTIVE OF CHANGES OVER TIME, AND IN SOME INSTANCES, COMPARED TO BENCHMARKS, STATEWIDE AND NATIONAL DATA SETS. Part VI, Line 3: THE ORGANIZATION INFORMS AND EDUCATES PATIENTS ABOUT THEIR ELIGIBILITY FOR ASSISTANCE UNDER THE FINANCIAL ASSISTANCE POLICY BY:- POSTING THE HOSPITALS FINANCIAL ASSISTANCE POLICY ON THEIR WEBSITE- POSTING AN APPLICATION FOR FINANCIAL ASSISTANCE ON THEIR WEBSITE- POSTING A PLAIN LANGUAGE SUMMARY ON THEIR WEBSITE- THE FINANCIAL ASSISTANCE IS MADE AVAILABLE UPON REQUEST AND WITHOUT CHARGE- THE FINANCIAL ASSISTANCE APPLICATION IS MADE AVAILABLE UPON REQUEST AND WITHOUT CHARGE- THE PLAIN LANGUAGE SUMMARY OF THE FINANCIAL ASSISTANCE POLICY IS MADE AVAILABLE UPON REQUEST AND WITHOUT CHARGE- THE ORGANIZATION NOTIFIES MEMBERS OF THE COMMUNITY WHO ARE MOST LIKELY TO REQUIRE FINANCIAL ASSISTANCE OF THE FINANCIAL ASSISTANCE POLICY- THE FINANCIAL ASSISTANCE POLICY, APPLICATION, AND PLAIN LANGUAGE SUMMARY WERE TRANSLATED INTO THE PRIMARY LANGUAGES SPOKEN BY LEP POPULATION Part VI, Line 4: Although UAO serves patients from the entire 10-County Upstate area of South Carolina, for the purpose of this Community Health Needs Assessment, we chose the communities with the closest proximity to a UAO facility. These communities lie within four counties: Greenville County, Laurens County, Oconee County, and Pickens County. The residents from these counties accounted for 84% of UAO inpatient and outpatient facility-based business in 2015, so GHS feels it can have the greatest impact on improving the health within these communities. 1 USC SCHOOL OF MEDICINE GREENVILLE 607 GROVE ROAD Greenville SC 29605 576001153 GOVERNMENTAL 7273000 To expand the USC School of Medicine to Greenville A Child's Haven 20 Martin Drive Greenville SC 29617 570893712 509a1 5000 operational/community engagement A Hero's 5K PO Box 4352 Greenville SC 29608 275286368 501c3 5000 operational/community engagement Abbott Enterprise 5609 OLD BUNCOMBE RD Greenville SC 29609 20000 operational/community engagement Alzheimer's Association 2090 ExecutIve Hall Road Ste 130 Charleston SC 29407 133039601 501c3 5000 operational/community engagement American Cancer Society 154 Milestone Way Greenville SC 29615 131788491 501c3 40700 operational/community engagement American Diabetes Association 107 Westpark Blvd 220 Columbia SC 29210 131623888 509a1 15000 operational/community engagement American Heart Association 3535 Pelham Road Greenville SC 29615 135613797 501c3 60000 operational/community engagement American Lung Association 2030 North Church Place Spartanburg SC 29303 131632524 501c3 5000 operational/community engagement American Red Cross 940 Grove Road Greenville SC 29605 530196605 509a1 7500 operational/community engagement Artisphere 101B Augusta Street Greenville SC 29601 582676608 509a1 20000 operational/community engagement Bell Federation Center 1103 North Harper Street Laurens SC 29360 570958254 501c3 5000 operational/community engagement Big Brother Big Sister Upstate 620 North Main Street Ste 102 Greenville SC 29601 204243553 509a1 5000 operational/community engagement Brain Injury Association of SC 121 Executive Center Drive Ste 135 Columbia SC 29210 571068415 509a1 6750 operational/community engagement Cancer Society of Greenville 113 Mills Avenue Greenville SC 29605 570471686 501c3 15000 operational/community engagement Cancer Survivor's Park Alliance 24 Cleveland Street Greenville SC 29601 571085380 509a1 10000 operational/community engagement Carolina Karate 2015 Laurens Road Greenville SC 29607 510575891 8000 operational/community engagement Center for Developmental Services 29 North Academy Street Greenville SC 29601 570988275 509a1 10000 operational/community engagement Centre Stage 501 River Street Greenville SC 29601 570788169 509a2 7500 operational/community engagement Charity Ball of Greenville PO Box 16834 Greenville SC 29606 570646214 509a1 12000 operational/community engagement Children's Museum of Upstate 300 College Street Greenville SC 29601 571025453 501c3 20000 operational/community engagement City of Greenville 206 South Main Street Greenville SC 29601 576000236 509a1 10000 operational/community engagement City of Simpsonville 118 NE Main Street Simpsonville SC 29681 576001106 509a1 5000 operational/community engagement Clemson University CLEMSON UNIVERSITY CLEMSon SC 29634 576000254 GOVERNMENTAL 103500 operational/community engagement Clemson University Foundation 110 Daniel Drive Clemson SC 29631 570426335 509a1 6500 operational/community engagement Community Foundation of Greenville 630 E Washington Street Suite A Greenville SC 29601 576019318 509a1 25000 operational/community engagement Community Journals LLC 581 Perry Avenue Greenville SC 29611 571077402 27500 operational/community engagement Diaper Bank of the Carolinas 31 Boland Court Greenville SC 29615 562640991 509a1 5000 operational/community engagement E Ray Promotions 342 Crepe Myrtle Drive Greer SC 29651 571015681 5000 operational/community engagement Every Woman Cycling Team 208 West Coosaw Court Roebuck SC 29376 263793362 501c3 20000 operational/community engagement Fostering Great Ideas 321 Pimlico Road Greenville SC 29607 274622960 509a1 5000 operational/community engagement Freewheelers Cycling Association 101 College Street Suite 2B Greenville SC 29601 472039148 501c3 15500 operational/community engagement Furman University 3300 Poinsett Highway Greenville SC 29613 570314395 509a1 573000 operational/community engagement Gateway House 415 Rutherford Street Greenville SC 29609 570767465 509a2 5000 operational/community engagement George Theisen YMCA 100 Inspirational Way Travelers Rest SC 29690 570314424 509a2 8500 operational/community engagement Greater Greenville Scottish Games and Highland Festival (GGSGHF) 225 South Pleasantburg Drive Ste B12-1 Greenville SC 29607 202419016 509a1 15000 operational/community engagement Good Shepard Free Medical Clinic PO Box 1535 Clinton SC 29325 570996466 501c3 15000 operational/community engagement Governor's School for the Arts PO Box 8458 Greenville SC 29604 570794878 509a1 7500 operational/community engagement Greater Greer Chamber of Commerce 111 Trade Street Greer SC 29651 570174128 501c6 22005 operational/community engagement Greater Greer Education Foundation 111 Trade Street Greer SC 29651 571120836 509a1 5000 operational/community engagement Greenville Area Parkinson 2501 Wade Hampton Blvd Ste 115-204 Taylors SC 29687 264732316 509a1 30000 operational/community engagement Greenville Cycling and Multi-Sport (Greenville Cycling Center) PO Box 1632 Greenville SC 29602 263677952 170000 operational/community engagement Greenville Drive LLC 935 S Main Street Suite 202 Greenville SC 29601 043672609 125000 operational/community engagement Greenville Evening Rotary 38 Sycamore Ridge Drive Simpsonville SC 29681 203973930 509a1 5000 operational/community engagement Greenville Family Partnership PO Box 10203 Greenville SC 29603 570783373 509a1 13180 operational/community engagement Greenville First Steps 700 North Pleasantburg Greenvile SC 29607 571097814 501c3 10000 operational/community engagement Greenville Free Medical Clinic PO Box 8993 Greenville SC 29604 570855205 509a1 8500 operational/community engagement Greenville Symphony Association 200 South Main Street Greenville SC 29601 570447452 509a1 15000 operational/community engagement Greenville Tech Foundation Mail Stop 6002 PO Box 5616 Greenville SC 29606 570565961 509a1 45000 operational/community engagement Greenville Women Giving (under Community Foundation of Greenville) 630 E Washington Street Suite A Greenville SC 29601 576019318 501c3 10000 operational/community engagement Greenvilly County Rec 4806 Old Spartanburg Road Taylors SC 29687 576000356 501c3 100000 operational/community engagement Greer Community Ministries PO Box 1373 Greer SC 29652 237279894 509a1 5080 operational/community engagement Greer Relief also known as Greer Relief & Resources Agency PO Box 1303 Greer SC 29652 570370331 509a1 5000 operational/community engagement Habitat for Humanity PO Box 1206 Greenville SC 29602 570827063 509a1 50000 operational/community engagement Hincapie Sports 45 Pete Hollis Boulevard Greenville SC 29601 030376261 10000 operational/community engagement Hospice of Laurens County 1304 Springdale DriVe Clinton SC 29325 570843527 509a1 10000 operational/community engagement Hydrocephalus Association 4340 East West Hwy Suite 905 Bethesda MD 20814 943000301 509a1 5000 operational/community engagement JDRF 5 Century Drive Suite 240 Greenville SC 29607 231907729 509a1 15000 operational/community engagement Julie Valentine Center 2905 White Horse Road Greenville SC 29611 570655611 509a1 20000 operational/community engagement Junior League of Greenville 118 Greenacre Road Greenville SC 29607 570293874 509a2 15000 operational/community engagement Junior League of Spartanburg 615 East Main Street Greenville SC 29302 570442620 509a2 8000 operational/community engagement Laurens Co Community Foundation PO Box 1836 Laurens SC 29360 582670170 509a1 10000 operational/community engagement Laurens County Cancer Association PO Box 299 Clinton SC 29325 454525599 501c3 32500 operational/community engagement Laurens County Chamber of Commerce PO Box 248 Laurens SC 29360 570667072 501c6 10000 operational/community engagement Laurens County Memorial Home for the Aged 3744 Torrington Road Laurens SC 29360 570531246 501c3 20000 operational/community engagement Laurens County Trails Association PO Box 1492 Laurens SC 29360 472902007 501c3 25000 operational/community engagement Let There Be Mom 1200 Woodruff Road Suite H13 Greenville SC 29607 208191685 509a1 6000 operational/community engagement Leukemia & Lymphoma Society PO Box 8328 Greenville SC 29604 135644916 501c3 5000 operational/community engagement Local Boys Do Good 135 South Main Street Ste 104 Greenville SC 29601 205093812 509a2 15000 operational/community engagement March of Dimes 37 Villa Road B-123 Greenville SC 29615 131846366 501c3 55000 operational/community engagement Metropolitan Arts Council 16 Augusta Street Greenville SC 29601 570560186 501c3 50000 operational/community engagement Meyer Center for Special Children 1132 Rutherford Road Walters Plaza Greenville SC 29609 570361503 509a1 5000 operational/community engagement Middle Tyger YMCA 720 Shoals Rd Duncan SC 29334 570314425 501c3 100000 operational/community engagement Minority Economic Development 404 Vardry Street Suite 112 Greenville SC 29601 260854936 501c6 5000 operational/community engagement NAMI 2320 East North Street Greenville SC 29607 570810748 501c3 15000 operational/community engagement National Kidney Foundation of South Carolina Inc 508 Hampton Street Ste 200 Columbia SC 29201 570549065 509a1 12000 operational/community engagement Nicholtown Child and Family Collaborative PO Box 16741 Greenville SC 29606 812851313 509a1 5000 operational/community engagement Oconee County Chamber of Commerce 135 C Eagles Nest Drive PO Box 8102 8102 Seneca SC 29678 570286871 501c6 10000 operational/community engagement Partnership for Tomorrow 111B South Main Street Greer SC 29650 571073851 501c6 20000 operational/community engagement Pendleton Place 1133 Pendleton Street Greenville SC 29601 570624421 509a1 10000 operational/community engagement Public Education Partners 225 S Pleasantburg Drive Suite E6 Greenville SC 29607 570769637 501c3 30000 operational/community engagement Rainbow Push Coalition 110 South Calhoun Street Greenville SC 29601 11000 operational/community engagement Sabar Charities 330 East Coffee Street Greenville SC 29601 475382654 509a2 10000 operational/community engagement Safe Harbor Inc PO Box 174 Greenville SC 29609 571014137 509a1 10000 operational/community engagement SC Chamber of Commerce 1301 Gervais Street Suite 1100 Columbia SC 29201 570219655 501c6 5500 operational/community engagement SCBIO 411 University Ridge Greenville SC 29601 200613951 509a1 10000 operational/community engagement Simpsonville Chamber of Commerce 100 W Trade Street Simpsonville SC 29681 570705356 501c6 8000 operational/community engagement South Carolina Charities Inc 135 South Main Street Suite 600 Greenville SC 29601 571110542 509a2 20000 operational/community engagement Spartanburg Area Chamber of Commerce 105 N Pine Street Spartanburg SC 29302 570251910 501c6 8810 operational/community engagement Susan G Komen 531 South Main Street S Main St ML Greenville SC 29601 751835298 501c3 20000 operational/community engagement TEDX Greenville dba ConnexGreenville 17 Riverside Drive Greenville SC 29605 474874858 509a2 12000 operational/community engagement The ALS Association 7499 Parklane Rd Suite 144 Columbia SC 29223 133271855 509a1 20000 operational/community engagement The Aspen Institute 1 Dupont Circle NW Washington DC 20036 840399006 501c3 1135000 operational/community engagement The Tri Guys Inc PO Box 6591 Greenville SC 29606 10000 operational/community engagement The Walker Foundation 355 Cedar Springs Road Spartanburg SC 29302 574512570 501c3 10000 operational/community engagement Travelers Rest Farmers Market PO Box 608 104 N Poinsett Highway Travelers Rest SC 29690 464822158 501c3 5000 operational/community engagement UNCF Upstate PO Box 5283 Greenville SC 29606 131624241 509a1 5000 operational/community engagement United Ministries of Clinton 500 Academy Street Clinton SC 29325 550824806 509a1 13000 operational/community engagement United Way of Greenville County 105 Edinburgh Court Greenville SC 29607 570362066 509a1 5000 operational/community engagement University of South Carolina 1244 BLOSSOM STREET SUITE 106 COLUMBIA SC 29208 576001153 GOVERNMENTAL 190000 operational/community engagement Upcountry History Museum 540 Buncombe Street Greenville SC 29601 570833796 509a1 20000 operational/community engagement Upstate Forever Bike Share 507 Pettigru Greenville SC 29601 571070433 501c3 72000 operational/community engagement Upstate International 9 South Memminger Street Greenville SC 29601 571064857 509(a)(1) 5000 operational/community engagement Upstate Prostate Cancer 412 Perry Hill Road Easley SC 29640 262288453 509(a)(1) 7000 operational/community engagement Upstate SC Alliance Inc 124 Verdae Boulevard 202 Greenville SC 29607 571095229 501c6 25000 operational/community engagement Upstate Splash 313 Marsh Creek Drive Mauldin SC 29662 811281865 509(a)(1) 5000 operational/community engagement Urban League of the Upstate 15 Regency Hill Drive Greenville SC 29607 570541039 509a1 30000 operational/community engagement Westend Run 6738 operational/community engagement YMCA of Greenville 723 Cleveland Street Greenville SC 29601 570314424 501c3 228500 operational/community engagement CLEMSON SCHOOL OF NURSING 605 GROVE ROAD Greenville SC 29605 576000254 GOVERNMENTAL 463015 Annual contribution and financial support for certain salary and fringe benefits to expand the Clemson University School of Nursing GREENVILLE HEALTH AUTHORITY 300 EAST MCBEE AVENUE Greenville SC 29601 576007863 501c3 54758283 The lease and contribution agreement established an $80 million community fund, Healthy Greenville 2036, to support health-related community initiatives. UAO will pay GHS $4 million a year for 20 years to establish this fund. $4 million was paid in October 2016. 92 19 PART I, LINE 1 All assistance provided fits with our mission of improving the health of our community and/or support economic growth of our community. GHS has a formal online submission process. Various leaders in the organization provide input and decisions are made based on all information received. X X 0 1 0 0 0 0 0 0 0 Spence Taylor MD PRESIDENT AND BOARD MEMBER 182226 0 0 0 35046 0 111850 0 10401 0 339523 0 0 0 Terri T Newsom VICE PRESIDENT/TREASURER 136939 0 0 0 1835 0 77931 0 11131 0 227836 0 0 0 Joseph J Blake Jr SECRETARY 116617 0 0 0 4746445 0 13575 0 9269 0 4885906 0 0 0 Greg Rusnak EVP & Chief Operating Officer 165941 0 0 0 2415256 0 24825 0 11244 0 2617266 0 0 0 Angelo Sinopoli MD EVP & Chief Clinical Officer 223320 0 0 0 1835 0 106225 0 7895 0 339275 0 0 0 Christopher Wright MD CHIEF OF MEDICAL STAFF 167137 0 0 0 2142 0 7950 0 8266 0 185495 0 0 0 DEBORAH HUETER EVP MYHEALTH FIRST NETWORK 83321 0 54368 0 585 0 17517 0 4997 0 160788 0 0 0 Part I, Line 4b IN 2016, UPSTATE AFFILIATE ORGANIZATION LEASED THE ASSETS AND ASSUMED THE LIABILITIES OF GREENVILLE HEALTH SYSTEM, A GOVERNMENTAL BODY (GHS). IN 1997, GHS ENTERED IN DEFINED BENEFIT BASED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN AGREEMENTS (SERP) WITH CERTAIN KEY EMPLOYEES, ALL OF WHOM WERE HIRED PRIOR TO 2008. EFFECTIVE OCTOBER 1, 2016, UAO ASSUMED ALL OUTSTANDING LIABILITIES UNDER THESE PLAN AGREEMENTS. THE PLAN CALLED FOR CLIFF VESTING AND PAYMENTS AFTER THE COMPLETION OF A NUMBER OF YEARS OF SERVICE (TYPICALLY 10 TO 20) OR REACHING RETIREMENT. TWO INDIVIDUALS PARTICIPATED IN THE PLAN WHO IN 2016 VESTED AND WERE PAID IN FULL THE BENEFITS OWED UNDER THE PLANS. THIS VALUE IS REFLECTED IN B (iii). A GREENVILLE HEALTH SYSTEM FKA GREENVILLE HOSPITAL SYSTEM BOARD OF TRUSTEES 576007863 396481AA1 2016-10-01 601263556 SEE PART VI 0 0 0 A 14555000 601263556 601263556 1 0 1 1 A 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 1 0 0 0 1 A 1 PART I, LINE A, COLUMN F ON 10/1/2016, UPSTATE AFFILIATE ORGANIZATION ("UAO") ENTERED INTO A LEASE AND CONTRIBUTION AGREEMENT WITH GREENVILLE HEALTH SYSTEM F/K/A GREENVILLE HOSPITAL SYSTEM BOARD OF TRUSTEES (THE "ISSUER"), PURSUANT TO WHICH UAO WOULD UNDERTAKE THE OPERATIONS OF ISSUER'S HOSPITAL FACILITIES. AT THE TIME OF THE AGREEMENT, THE ISSUER TIMELY UNDERTOOK REMEDIAL ACTION UNDER SECTION 1.141-12(F) OF THE TREASURY REGULATIONS TO CAUSE THE ISSUER BONDS TO BE RE-ISSUED ON 10/1/2016 AS QUALIFIED 501(C)(3) BONDS. THE BOND BEING REPORTED ON THIS SCHEDULE K IS THAT RE-ISSUANCE BOND. AS FILED ON FORM 8038, THE RE-ISSUANCE WAS CONSIDERED A CURRENT REFUNDING OF THE ISSUER'S PREVIOUS BONDS WHICH WERE ISSUED ON: 6/1/1990 (SERIES 1990); 7/1/2008 (SERIES 2008A); 8/19/2008 (SERIES 2008B); 8/9/2012 (SERIES 2008C); 4/20/2015 (SERIES 2008D); 4/20/2015 (SERIES 2008E); 6/7/2012 (SERIES 2012); 4/1/2014 (SERIES 2014A); 9/23/2014 (SERIES 2014B); 5/7/2015 (SERIES 2015). PART II, COLUMN A, LINE 11 THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW PART III, COLUMN A, LINE 3A ALL OF THESE CONTRACTS MEET SAFE HARBOR PROVISIONS PART IV, LINE 2C THIS ISSUE WAS CONSIDERED A RE-ISSUANCE FOR SECTION 141 PURPOSES, BUT NOT FOR SECTION 148, THEREFORE THE DATE OF THE LAST REBATE CALCULATION FOR THE ORIGINAL ISSUANCES ARE AS FOLLOWS; SERIES 1990: 7/1/2015; SERIES 2008A: 6/30/2015; SERIES 2008B: 5/1/2018; SERIES 2008C: 5/1/2018; SERIES 2008D: 5/1/2018; SERIES 2008E: 5/1/2018; SERIES 2012: EXEMPT; SERIES 2014A: FIRST COMPUTATION DATE 3/31/2019; SERIES 2014B: FIRST COMPUTATION DATE 8/31/2019; SERIES 2015: FIRST COMPUTATION DATE 4/30/2020. MICHAEL RIORDAN OFFICER SEE PART V X 6063000 6414867 0 1 1 6414867 PART II THE ORGANIZATION PROVIDES SUPPLEMENTAL RETIREMENT BENEFITS THROUGH AN ALTERNATIVE FUNDING ARRANGEMENT THE IRS CALLS "COLLATERAL ASSIGNMENT SPLIT DOLLAR" (CASD). ALTHOUGH THE IRS REQUIRES REPORTING IN THE LOAN SECTION OF SCHEDULE L, CASD IS NOT AN ACTUAL LOAN. RATHER THE "LOAN" TREATMENT APPLIES BECAUSE AFTER THE EXECUTIVE HAS RECEIVED RETIREMENT BENEFITS, THE ORGANIZATION RECOVERS ALL OF ITS OUTLAYS PLUS INTEREST. THE $6.4 MILLION THAT SHOWS AS AMOUNT DUE IS THE CASH SURRENDER VALUE.RATHER THAN PAYING RETIREMENT BENEFITS TO THE EXECUTIVE THAT WOULD NEVER BE RECOVERED, UNDER CASD THE ORGANIZATION ON THE DATE OF DEATH OF THE EXECUTIVE (OR IF LATER HIS SURVIVING SPOUSE), RECOVERS THE MONEYS PAID TO PURCHASE THE LIFE INSURANCE.CASD WORKS AS FOLLOWS. THE ORGANIZATION PURCHASED INSURANCE WHICH IS OWNED BY THE EXECUTIVE. THE EXECUTIVE COLLATERALLY ASSIGNED A PORTION OF THE DEATH BENEFITS PAYABLE UNDER THE POLICY(S) TO THE ORGANIZATION IN AN AMOUNT EQUAL TO THE COST OF THE INSURANCE PAID BY THE ORGANIZATION. ONCE THE EXECUTIVE FULFILLED THE SERVICE REQUIREMENTS SET FORTH IN THE AGREEMENT BETWEEN THE EXECUTIVE AND THE ORGANIZATION, THE EXECUTIVE CAN BORROW AGAINST THE POLICY UNDER THE TERMS AND CONDITIONS SET FORTH IN THE AGREEMENT. THESE BORROWINGS BY THE EXECUTIVE UNDER THE POLICY ARE DESIGNED TO SUPPLEMENT THE EXECUTIVE'S RETIREMENT BENEFITS PAYABLE BY THE ORGANIZATION.AT DEATH, THE LOANS OUTSTANDING TO THE INSURANCE COMPANY ARE PAID, AND THE ORGANIZATION RECEIVES THE COLLATERALLY ASSIGNED DEATH BENEFITS WHICH ARE EQUAL TO THE COST OF THE INSURANCE. TO THE EXTENT THAT THE DEATH BENEFITS ARE GREATHER THAN THE LOAN REPAYMENT AND PAYMENT OF PREMIUM COST TO THE ORGANIZATION, THE EXECESS DEATH BENEFITS ARE DIVIDED AMONG THE EXECUTIVE'S ESTATE AND THE ORGANIZATION AS PROVIDED BY THE AGREEMENT.THIS CASD AGREEMENT WAS ENTERED INTO IN 2011. IT CANCELLED ANY RIGHT THE EXECUTIVE HAD TO RECEIVE BENEFITS UNDER THE SUPPLEMENTAL RETIREMENT AGREEMENT THAT HE AND THE ORGANIZATION ENTERED INTO IN 2006. THE EXECUTIVE SERVICE REQUIREMENTS UNDER THE AGREEMENT WERE COMPLETED IN 2015, AND NO ADDITIONAL INSURANCE HAS BEEN PURCHASED BY THE ORGANIZATION SINCE THEN. Form 990, Part VI, Section A, line 6 THE SOLE MEMBER IS STRATEGIC COORDINATING ORGANIZATION "SCO". Form 990, Part VI, Section A, line 7a THE SOLE MEMBER, SCO, SELECTS THE BOARD MEMBERS AND HAS THE POWER TO REMOVE ANY DIRECTOR AT ANY TIME. Form 990, Part VI, Section A, line 7b THE SOLE MEMBER, SCO, HAS THE AUTHORITY WITH RESPECT TO THE FOLLOWING MATTERS: A. APPROVAL OF ANY CHANGE OR DEVIATION BY THE CORPORATION OF ITS AFFILIATES FROM THE MISSION, VISION, PHILOSOPHY, SHARED GOVERNANCE PRINCIPLES, SHARED FOUNDATION PRINCIPLES, AND COMMITMENTS AS DESCRIBED IN THE MASTER AFFILIATION AGREEMENT. B. APPROVAL OF THE CORPORATION'S ADOPTION OF VISION AND MISSION STATEMENTS OR ANY AMENDMENT THERETO. C. APPROVAL OF THE CORPORATION'S STRATEGIC AND FINANCIAL PLAN. D. APPROVAL OF CORPORATION GOALS, TARGETS, AND POLICIES REGARDING CREDENTIALING, QUALITY, AND PATIENT SAFETY. E. DETERMINATION TO SELL, TRANSFER OR OTHERWISE DISPOSE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION AS PART OF A SINGLE TRANSACTION OR PLAN, TO SUBSTANTIALLY CHANGE THE USE OF SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION, OR TO DISSOLVE THE CORPORATION AND DISTRIBUTE ITS ASSETS. F. DETERMINATION TO MERGE, CONSOLIDATE, OR REORGANIZE THE CORPORATION TO CHANGES ITS CORPORATE MEMBER. G. DETERMINATION TO ENTER INTO ANY MATERIAL AGREEMENT WHEREBY A THIRD PARTY WILL JOINT VENTURE WITH THE CORPORATION OR ANY OF ITS AFFILIATES OR MANAGE A SUBSTANTIAL PART OF THE FACILITIES, ASSETS, OR OPERATIONS OF THE CORPORATION OR ITS AFFILIATES. H. APPOINTMENT OF THE BOARD OF DIRECTORS OF THE CORPORATION (AFTER APPOINTMENT OF THE INITIAL BOARD OF DIRECTORS). I. APPOINTMENT OF THE SENIOR MANAGEMENT LEADER OF THE CORPORATION. J. APPROVAL OF AN AMENDMENT TO THE CORPORATION'S ARTICLES OF INCORPORATION. K. APPROVAL OF AN AMENDMENT TO THE CORPORATION'S BYLAWS. L. APPROVAL OF SUCH OTHER ACTIONS FOR WHICH A PROVISION OF THESE BYLAWS EXPRESSLY REQUIRES THE APPROVAL OF THE SOLE MEMBER. Form 990, Part VI, Section B, line 11b The return was prepared by an independent accounting firm with assistance and oversight by management. The return was reviewed by management and the in-house legal counsel, prior to filing with the IRS. In addition, a copy of the return was provided to the SC Health Company Finance Audit and Compliance Committee prior to filing. The SC Health Company establishes the strategic direction for UAO, sets its budget, oversees its financial performance, and selects the directors of UAO. Accordingly, this form 990 is provided in advance to the SC Health Company Finance Audit and Compliance Committee. Form 990, Part VI, Section B, line 12c The Directors and Officers are required to disclose on an annual basis any conflicts of interest. These are reviewed by the corporate compliance and legal departments of Upstate Affiliate Organization d/b/a Greenville Health System. Additionally, corporate compliance compares annual disclosures by employed physicians to those disclosed by vendors through the open payments system. Any exceptions are reviewed and communicated to the Conflict of Interest Committee and the department chairperson. Form 990, Part VI, Section B, line 15 THE SC HEALTH COMPANY IS RESPONSIBLE FOR ESTABLISHING THE COMPENSATION PHILOSOPHY FOR THE ENTIRE SYSTEM OF WHICH UAO IS A PART. AS PART OF THIS UNDERTAKING, THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS OF THE SC HEALTH COMPANY, WHICH IS COMPOSED SOLELY OF THE INDEPENDENT DIRECTORS OF THE SC HEALTH COMPANY, SETS THE COMPENSATION PAYABLE TO THE EXECUTIVES AND MANAGEMENT LEADERS EMPLOYED UAO AND ITS RELATED ORGANIZATIONS WHO ARE CONSIDERED AS DISQUALIFIED PERSONS IN ACCORDANCE WITH SECTION 4958 OF THE CODE. THIS PROCESS OF INDEPENDENT ESTABLISHMENT AND REVIEW OF COMPENSATION BY THE PARENT ORGANIZATION OR THE SYSTEM IS CONSISTENT WITH THAT UTILIZED BY THE MAJORITY OF LARGE, MULTI-INSTITUTIONAL HEALTHCARE SUSTEMS. THE EXECUTIVE COMPENSATION COMMITTEE UTILIZES AN EXPERT INDEPENDENT COMPENSATION CONSULTANT RETAINED BY THE COMMITTEE TO PROVIDE AND EVALUATE COMPENSATION BASED ON COMPARABILITY DATA, MARKET CONDITIONS, COMPETITION FOR TALENT, AND OTHER SIGNIFICANT FACTORS. BASE COMPENSATION, VARIABLE INCENTIVE COMPENSATION, AND BENEFITS ARE ALL ESTABLISHED AND SET AFTER REVIEW BY THE COMMITTEE OF THIS DATA AND THE PERFORMANCE OF THE ORGANIZATION, AND REPORTS FROM THE INDEPENDENT CONSULTANT ARE INCLUDED IN THE MINUTES OF THE DELIBERATION BY THE COMMITTEE. Form 990, Part VI, Section C, line 18 THE ORGANIZATION MAKES IT FORM 990 AND FORM 1023 AVAILABLE UPON REQUEST. Form 990, Part VI, Section C, line 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. Form 990, Part IX, line 11g CONTRACT SERVICES: Program service expenses 8,019,190. Management and general expenses 0. Fundraising expenses 0. Total expenses 8,019,190. MEDICAL SERVICES: Program service expenses 121,274,994. Management and general expenses 0. Fundraising expenses 0. Total expenses 121,274,994. TEACHING SERVICES: Program service expenses 23,456,664. Management and general expenses 0. Fundraising expenses 0. Total expenses 23,456,664. OTHER PROFESSIONAL SERVICES: Program service expenses 1,566,886. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,566,886. PURCHASED SERVICES: Program service expenses 89,967,369. Management and general expenses 0. Fundraising expenses 0. Total expenses 89,967,369. Form 990, Part XI, line 9: EQUITY TRANSFERS -138,126,042. OTHER CHANGES IN NET ASSETS 59,904,551. Form 990, Part XII, Line 2c: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART VII: Effective 10/1/2016, UAO leased the assets and assumed the liabilities of Greenville Health System, a governmental body (GHS). The payroll reporting also changed on this date. The Form 990 is reporting wages from the 2016 Form W-2 that was filed for the remaining three months of 2016. MYHEALTH FIRST NETWORK 300 E MCBEE AVE 502 GREENVILLE SC 29601 465600615 HEALTHCARE PROVIDERS SC 15958749 5230166 UPSTATE AFFILIATE ORGANIZATION INNOVATIONS IN MEDICAL EDUCATION AND DEVELOPMENT LLC 300 E MCBEE AVE 502 GREENVILLE SC 29601 813261019 HEALTHCARE PROVIDERS SC 0 0 UPSTATE AFFILIATE ORGANIZATION GREENVILLE HEALTH CORPORATION 300 EAST MCBEE AVENUE SUITE 302 GREENVILLE SC 29601 570835816 HEALTH CARE SC 501(c)(3) Line 12a, I UPSTATE AFFILIATE ORGANIZATION 1 GHS PARTNERS IN HEALTH INC 300 EAST MCBEE AVENUE SUITE 302 GREENVILLE SC 29601 571004971 PHYSICIAN PRACTICES SC 501(c)(3) Line 12a, I UPSTATE AFFILIATE ORGANIZATION 1 GREENVILLE HEALTH RESEARCH DEVELOPMENT CORPORATION 300 EAST MCBEE AVENUE SUITE 302 GREENVILLE SC 29601 300300419 HEALTH CARE SC 501(c)(3) Line 12a, I GREENVILLE HEALTH CORPORATION 0 STRATEGIC COORDINATING ORGANIZATION 300 EAST MCBEE AVENUE SUITE 302 GREENVILLE SC 29601 811705811 STRATEGY SC 501(c)(3) Line 12c, III-FI N/A 0 GHC HEALTH RESOURCES INC 300 EAST MCBEE AVENUE SUITE 302 GREENVILLE SC 29601 571004941 HEALTH CARE SC N/A C 0 GREENVILLE ONCOLOGY THERAPEUTICS 300 EAST MCBEE AVENUE SUITE 302 GREENVILLE SC 29601 200648200 INTELLECTUAL PROPERTY SC N/A C 0 ONCOLIX INC 14405 WALTERS ROAD SUITE 780 HOUSTON TX 77014 208365968 INTELLECTUAL PROPERTY TX N/A C 0 0 0 1 0 0 0 0 0 1 1 1 0 0 1 1 1 1 1 1