2018-04-13T10:55:38-05:00 2017-05-31 BKD LLP 111 South Tejon Suite 800 Colorado Springs CO 809039848 990 2016-06-01 810233121 St Peter's Community Hospital % WADE JOHNSONCEO STPE 4064422480 2475 Broadway Helena MT 59601 WADE JOHNSON CEO 4064422480 2018-04-15 true Adam R Smith CPA P00958966 7194714290 167.68.126.162 84022720181035000038 2018-04-13 P B98F60208C01E221655A9D02B96D47F177C0D12C ED42049D66F1046E576A4D4BB44938B540F74564 2016 2021-01-29 14:40:06Z St Peter's Hospital Wade Johnson 2475 Broadway Helena MT 59601 246798158 false X SPHealth.org X 1883 MT PROVIDE EXCEPTIONAL AND COMPASSIONATE HEALTH CARE. 14 10 1616 255 417709 604080 446381 206562128 213688178 327669 5102536 2021008 2150977 209514885 221388072 81800 76976 0 0 95328452 104210387 0 0 482083 107792510 104481246 203202762 208768609 6312123 12619463 298572660 324101020 87784901 81896236 210787759 242204784 X ST. PETERS HOSPITAL PARTNERS WITH OUR PATIENTS, COMMUNITY, AND MEDICAL STAFF TO PROVIDE EXCEPTIONAL AND COMPASSIONATE HEALTH CARE. false false 143685000 76976 163095692 St. Peter's hospital is a 123-bed acute care hospital facility serving residents of lewis and clark county and portions of jefferson, broadwater, meagher and powell counties. St peters was the sole facility in the primary service area during the year ended May 31, 2017. The hospital provided at cost a total of $17,977,235 in community benefit. Of this total, $921,840 was for medical services to individuals who were determined unable to purchase such services under the hospitals charity care policy. In addition to free care and/or subsidized care, care is also provided at below cost rates to persons covered by governmental programs. The total operating loss for providing care to Medicaid patients was $2,526,559. The hospital provided $13,364,111 in subsidized health services during the year, including acute patient care for pediatric patients, outpatient pharmacy, pulmonary rehab, clinical nutrition, rehab, hospitalists services, physician clinics and in-home nursing and oxygen services. To fulfill its mission of community service, the organization provides care to patients who meet certain criteria under its charity care policy without charge or at amounts less than its established rates. Because the organization does not pursue collection of amounts determined to qualify as charity care, they are not reported as patient service revenue. 32216658 51002578 The hospital operates several physician clinics, employing 66 physicians and physician assistants and nurse practitioners. Without the hospitals assistance, lewis and clark county would be without many needed medical and surgical specialties. Physicians in the specialties of family practice, internal medicine, neurology, rheumatology, gastroenterology, ent, cardiology, general surgery, orthopedic surgery, allergy, nephrology, radiation and medical oncology had approximately 271,522 patient encounters. 175901658 true true false true false false false false false true true false false true true false false true false false false false false false false false true true true false true true false false false false false false false false true false false false false false false true true true false true 198 0 1616 true true true false false false false false true 1 false false false X 14 10 false false false false false false false true true true false true true true true true true true true true true MT X WADE JOHNSONCEO 4064422480 2475 BROADWAY HELENA MT 59601 X THOMAS A STRIZICH MD - BOARD MEMBER/PAST CHIEF OF STAFF 1.0 0.0 X 0 0 0 KELLY PARSLEY BOARD MEMBER 1.0 0.0 X 0 0 0 RANDY RILEY BOARD MEMBER 1.0 0.0 X 1558 0 0 Andrew Malany MD - Board Member/Chief of Staff - Elect 1.0 0.0 X 36740 0 0 Duane Bruce Board Member 1.0 0.0 X 0 0 0 Fred Olson MD Interim CEO 40.0 0.0 X X 185050 0 0 Gayle Shirley Board Member 1.0 0.0 X 0 0 0 guy Almquist Treasurer 1.0 0.0 X X 1879 0 0 John Galt MD Board Member/Chief of Staff 40.0 0.0 X 439242 0 34337 Karen Z Hicks Board Member 1.0 0.0 X 1609 0 0 Mark Taylor Chair 1.0 0.0 X X 0 0 0 MIck Robinson Board member 1.0 0.0 X 1328 0 0 Todd Wampler MD Board Member 1.0 0.0 X 227186 0 7974 William T Northey Past Chair 1.0 0.0 X 0 0 0 JOHN GREEN CFO 40.0 0.0 X 294337 0 56025 Ann Kjosa COO/CXO - Through 1/2017 40.0 0.0 X 303820 0 24140 Thomas Weiner MD 40.0 0.0 X 1787532 0 39962 Michael Lee MD 40.0 0.0 X 751250 0 13659 Chris Gabel MD 40.0 0.0 X 594960 0 21642 Dr Peter POP MD 40.0 0.0 X 580280 0 22023 Kerry Hale MD 40.0 0.0 X 600593 0 27545 Nathan Olson CEO - through 5/16 40.0 0.0 X 562413 0 32330 Maria Braman VP of Medical Staff 40.0 0.0 X 352953 0 16919 6722730 0 296556 93 true true false HORIZON MENTAL HEALTH MANAGEMENT 1965 LAKE POINT DR SUITE 100 LEWISVILLE TX 75057 MANAGEMENT SERVICES 3301740 GE HEALTHCARE PO BOX 414-SN471 MILWAUKEE WI 53201 BIOMEDICAL SERVICES 1048030 SIEMENS MEDICAL SOLUTIONS 51 VALLEY STREAM PARKWAY MALVERN PA 19355 PREV MAINT AGREEMENT 1569930 PatientMatters LLC 518 South Magnolia ORLANDO FL 32801 Patient Receivables 1399172 LC ER Physicians 3060 Cabernet Drv Suite 2 HELENA MT 59601 Urgent Care Coverage 816981 54 273948 167933 4500 446381 PATIENT SERVICE REVENUE 621110 149510737 149510737 PHARMACY 446110 62427727 62263560 164167 INCOME FROM JOINT VENTURES 900099 1317159 1188347 128812 MEANINGFUL USE PAYMENTS 621110 167433 167433 PATIENT CENTERED MEDICAL HOME PAYMENTS 621110 232407 232407 32715 32715 213688178 2660084 2660084 0 0 291068 179182 111886 0 111886 111886 27509024 86991 25018876 134687 2490148 -47696 2442452 2442452 0 0 0 0 0 0 118292 77341 40951 40951 OTHER INCOME 900099 685836 514326 105547 65963 CAFETERIA 722514 917881 11638 906243 DAYCARE FOR EMPLOYEES 624110 288460 7545 280915 105963 105963 1998140 221388072 213909525 417709 6614457 76976 76976 0 0 0 2782582 1079551 1703031 303578 261124 42454 79834536 65709707 13831566 293263 7014956 5923994 1070581 20381 9221954 7525721 1668851 27382 5052781 4238386 797105 17290 0 576947 576675 272 72802 72386 416 90311 90311 0 642134 642134 19611747 13497989 6105956 7802 330909 108439 214534 7936 1782810 566664 1208509 7637 3670991 3384673 286318 0 2016577 1740980 255115 20482 240109 129781 108810 1518 0 376889 221570 155089 230 698378 698378 0 6486047 5601348 818801 65898 2445467 2297761 146728 978 MEDICAL SUPPLIES/DRUGS 55913758 54444335 1458825 10598 BAD DEBT EXPENSE 7620117 7620117 BED TAX 1418750 1418750 MISCELLANEOUS 486503 53792 432711 208768609 175901658 32384868 482083 28079540 25950560 7991682 4610505 0 0 30445906 29608832 0 0 0 0 3315074 3723125 4199383 4384732 4321631 3336555 196695867 104085239 88649785 92610628 103137359 122487018 8194087 13047342 2087330 2149621 0 0 18150883 22192102 298572660 324101020 23237323 25379132 0 0 0 0 32705000 29540000 0 0 0 0 0 0 0 0 31842578 26977104 87784901 81896236 X 196607823 226526940 5724253 7058150 8455683 8619694 210787759 242204784 298572660 324101020 X 12619463 11333999 7463563 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false true 100 false false true 1758 false true 88453 90311 false SCHEDULE C, PART II-B, LINE 1 DESCRIPTION OF LOBBYING ACTIVITIES: The hospital hired a consultant to provide lobbying services in connection with governmental affairs representation to ensure hospital, community, and employee interests and needs are represented. In addition, a portion of aha/mha dues are attributed to lobbying services. 13054624 162062 1126301 7500 14335487 13102447 55722 -120076 -16531 13054624 12693936 127333 369446 88268 13102447 11606682 393168 968936 274850 12693936 10598351 64337 979412 35418 11606682 0.06080 0.60130 0.45950 false true true 2961630 2961630 99817910 38349015 61468895 89105853 64896031 24209822 4810474 840193 3970281 92610628 DUE FROM AFFILIATE 13644 INSURANCE RECEIVABLE 5893329 INVESTMENT IN SPH FOUNDATION 15860578 BOND ISSUANCE COSTS 424551 22192102 0 MALPRACTICE ACCRUAL 8287078 PENSION LIABILITY 18690026 26977104 232179906 11333999 256523 11590522 220589384 642134 156554 798688 221388072 200762881 256523 256523 200506358 642134 7620117 8262251 208768609 SCHEDULE D, PART V, LINE 4 Describe the intended uses of the organization's endowment funds: ENDOWMENT FUNDS ARE RESTRICTED FOR SUPPORT OF HOSPITAL PROGRAMS AND SERVICES AND FOR CAPITAL PURCHASES AND IMPROVEMENTS IN ACCORDANCE WITH BOARD POLICIES AND/OR DONOR RESTRICTIONS. Schedule D, Part X, Line 2 UNCERTAIN TAX POSITIONS: Management has evaluated their income tax positions under the guidance included in asc 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements. SCHEDULE D, PART XI, LINE 2D REVENUE ON BOOKS, NOT ON RETURN: COST OF GOODS SOLD 77,341 RENTAL EXPENSES NET WITH REVENUE 179,182 TOTAL 256,523 SCHEDULE D, PART XI, LINE 4B REVENUE ON RETURN, NOT ON BOOKS: PROVISION FOR BAD DEBTS NET WITH REVENUE ON FINANCIALS 7,620,117 CHANGE IN INTEREST IN SPH FOUNDATION (1,805,151) MINIMUM PENSION LIABILITY ADJUSTMENT (5,658,412) TOTAL 156,554 SCHEDULE D, PART XII, LINE 2D EXPENSE ON BOOKS, NOT ON RETURN: COST OF GOODS SOLD 77,341 RENTAL EXPENSES NET WITH REVENUE 179,182 TOTAL 256,523 SCHEDULE D, PART XII, LINE 4B EXPENSE ON RETURN, NOT ON BOOKS: PROVISION FOR BAD DEBTS NET WITH REVENUE ON FINANCIALS 7,620,117 true true X true X 175. true X true true false true true 4777 7080389 6158549 921840 0.00470 43717 25398026 22871467 2526559 0.01240 48494 32478415 29030016 3448399 0.01710 3600 1302058 214309 1087749 0.00530 217526 49657128 36293017 13364111 0.06560 76976 76796 0.00040 221126 51036162 36507326 14528656 0.07130 269620 83514577 65537342 17977055 0.08840 true 7723637 961932 77721130 84996514 -7275384 X true true HELENA SURGICENTER SURGERY CENTER 0.5 0.06325 0.43675 1 1 St peter's hospital 2475 broadway helena MT 59601 www.stpetes.org 13346 X X X PHYSICIAN CLINICS & URGENT CARE SERVICES 1 st peter's hospital false false true X X X X X X X X X 15 true false true true X https://www.sphealth.org/CHNA X true 16 true https://www.SPHealth.org/CHIP false false true X 175. 250. X X X true true X X X X true X SEE PART VI SECTION C FOR URL X SEE PART VI SECTION C FOR URL X X X X X X X true X false X X X X true X false false SCHEDULE H, PART V, SECTION B, LINE 5 A consultant was engaged to facilitate the community needs assessment through use of an online key informant survey. The key informants represented physicians, public health representatives, other health professionals, social service providers, and a variety of other community leaders. These key informants were chosen because of their ability to identify primary concerns of the populations with whom they work, as well as of the community overall. Key informants were contacted by email, introducing the purpose of the survey and providing a link to take the survey online; reminder emails were sent as needed to increase participation. Through this process, input was gathered from several individuals whose organizations work with low-income, minority populations (including African American, Hispanic and Native Americans, Asians, Chinese, and Korean, the disabled, dual-language learners, the elderly, ESL, ethnic/racial, European, foster children, the homeless, the indigent, those with insurance barriers, Latin Americans, LGBT, low-income, Medicare/Medicaid recipients, mentally ill/disabled, minorities, Nigerians, Pacific Islanders, rural populations, single mothers, uninsured/underinsured, women, youth), or other medically underserved populations (including adolescents residing in local group homes, adults, those with autism, children with special education services, those with chronic health conditions, those in crisis, disabled, elderly, ethnic/racial, foster children, high-risk mothers and infants, the homeless, those in jail, LGBT, low-income/poverty, Medicare/Medicaid, mentally ill/disabled, minorities, Native Americans, neglected children, parents with young children, people visiting community health centers, pre-release citizens, those recovering from addiction, teen mothers, those with trauma, underinsured/uninsured, undocumented, veterans, women, youth). In the online survey, key informants were asked to rate the degree to which various health issues are a problem in their own community. Follow-up questions asked them to describe why they identify problem areas as such, and how these might be better addressed. Final participation included representatives of the organizations outlined below. 5th Avenue Advertising Area IV Agency on Aging AWARE, Inc. Bike Walk Helena Bike Walk Montana Carroll College (and Wellness Center) Child Care Partnerships City of East Helena/City of Helena City of Helena Community Development Department City of Helena Public Works Cooperative HealthHealthcare for the Homeless Department of Community Development and Planning Department of Environmental QualityRemediation Division Disability Rights Montana ExplorationWorks Science Center Family Promise of Greater Helena Florence Crittenton Home and Services Healthy Mothers Healthy Babies, The Montana Coalition Helena Area Chamber of Commerce Helena Business Improvement District Helena Citizens Council Helena College | University of Montana Helena Family YMCA Helena Food Share Helena Housing Authority Helena Police Department Helena Public Schools Helena United Methodist Ministries House of Representatives HPC Kalmore Dental Lewis and Clark Conservation District Montana Independent Living Project Montana Mental Health Ombudsman Office Montana No Kid Hungry Montana Public Health Laboratory Montana School Services Foundation Montana State Legislature Montana United Indian Association Morrison Maierle, Inc. Mountain View Family Health Care MT Head Start Association PureView Health Center Rocky Mountain Development Council Senior Companion Program Safe Routes to School Committee Sodexo School Services K-12 South Hills Internal Medicine SPH Board Member St. Peters Hospital St. Peters Medical Group State of Montana, Department of Environmental Quality The Friendship Center The National Alliance on Mental IllnessHelena United Way of the Lewis and Clark Area Youth Connections Coalition YWCA of Helena SCHEDULE H, PART V, SECTION B, LINE 11 St. Peter's 2015 CHNA identified the following health needs: 1) Access to Health Care Services; 2) Cancer; 3) Heart Disease & Stroke; 4) Injury & Violence; 5) Mental Health; 6) Nutrition, Physical Activity, & Weight; 7) Potentially Disabling Conditions (i.e. back pain, hearing); 8) Respiratory Diseases; and 9) Substance Abuse. Through the 2016 Community Health Improvement Plan (CHIP), developed in partnership with Lewis and Clark County Public Health and other community health partners, all of these priority needs are being addressed by St. Peter's directly or in partnership with other community organizations. 1) Assisting the community with navigating the healthcare system by educating community on advanced practitioners in order to increase utilization; hiring an Emergency Room case manager to help establish a source of primary care for frequent users of the ER; 2) Improve lifestyle and behavioral factors that contribute to cancer through education opportunities, such as chronic disease mgmt, tobacco cessation, Inch by Inch program courses as well as community education through large events, screenings, and lectures; 3) Same as #2; 4) St. Peter's is not addressing directly as SPH does not have resources or programs to effectively address violence issues; however SPH does partner with outside agencies (Public Health, law enforcement, local social welfare agencies) when appropriate for patients; 5) Increasing mental health providers in the county, most recently with additional psychiatrist signed March 2017; 6) Same as #2; 7) Same as #2; 8) Same as #2; 9) St. Peter's Pharmacy actively involved in the creation of the statewide Prescription Drug Registry. SCHEDULE H, PART V, SECTION B, LINE 16A & 16b THE FINANCIAL ASSISTANCE POLICY (FAP) and FAP APPLICATION FORM, are MADE AVAILABLE ON THE HOSPITAL'S WEBSITE: https://www.sphealth.org/patient-assistance SCHEDULE H, PART V, SECTION B, LINE 16J PATIENTS RECEIVE NOTIFICATION OF THE FINANCIAL ASSISTANCE POLICY UPON DISCHARGE AS WELL AS IN THEIR PATIENT STATEMENTS. SCHEDULE H, PART V, SECTION B, LINE 6B ST. PETER'S HOSPITAL COLLABORATED WITH LEWIS AND CLARK PUBLIC HEALTH TO CONDUCT THE COMMUNITY HEALTH NEEDS ASSESSMENT. 4 HOSPICE & HOMELINK OF ST PETERS HOSPITAL 201 SOUTH CALIFORNIA HELENA MT 59601 HOSPICE AND HOME HEALTH APEX OF ST PETERS HOSPITAL 201 SOUTH CALIFORNIA HELENA MT 59601 HOME OXYGEN SERVICES ST PETER'S MEDICAL GROUP BROADWAY 2550 BROADWAY HELENA MT 59601 PHYSICIAN CLINIC ST PETER'S MEDICAL GROUP NORTH 3330 PTARMIGAN LANE HELENA MT 59602 PHYSICIAN CLINIC SCHEDULE H, PART I, LINE 7 The organization used an internal cost allocation system for lines 7a, 7b and 7g. The cost allocation system addresses all patient segments. The costs are estimated by allocating departmental costs based on direct costs less any other operating revenue, then by doing an allocation of benefits, depreciation and other overhead costs. The information for lines 7e, 7f, and 7i was derived from information in the general ledger and other financial data related specifically to the various types of community benefits. SCHEDULE H, PART I, LINE 7G Subsidized health services include physician clinics that provide care during extended hours and on weekends, as well as provide specialties that are only offered at these locations. The total costs related to the physician clinics included on line 7g are $31,308,338, with direct offsetting revenue of $22,262,832, resulting in a net community benefit expense of $9,045,506. 7,723,637 The amount of bad debt, which also include the organization's share of joint ventures bad debt that are removed from the denominator of this calculation are $7,723,637. SCHEDULE H, PART III, Section A, LINE 2 The Hospital analyzes its past history and identifies trends for each of its major payer sources of revenue to estimate the appropriate allowance for doubtful accounts and provision for uncollectible accounts. Management regularly reviews data about these major payer sources of revenue in evaluating the sufficiency of the allowance for doubtful accounts. Bad debt expense is reported at charges as recorded by the organization. Bad debt expense is reported net of discounts and contractual allowances. A payment on an account previously written off reduces bad debt expense in the current year. SCHEDULE H, PART III, Section A, LINE 3 To determine the portion of bad debt that should be considered a community a historical percentage was used. this was done to reclassify the portion of Bad Debt Expense that would have been considered charity care if the individual would have completed the financial assistance application. SCHEDULE H, PART III, Section A, LINE 4 The footnote to the organization's financial statements that describes bad debt expenses is located in footnote 1 on page 12 of the attached financial statements. SCHEDULE H, PART III, Section B, LINE 8 No allocation of the Medicare shortfall was treated as a community benefit. The organization utilizes an internal cost allocation system. The costs are estimated by allocating departmental costs based on direct costs less any other operating revenue, then by completing an allocation of benefits, depreciation and other overhead costs. SCHEDULE H, PART III, Section C, LINE 9b St. peter's hospital recognizes its responsibility to render necessary health care services to all persons in need of such care, regardless of race, creed, color or economic circumstances. St. peter's hospital recognizes that payment for services rendered is due and payable at the time of service.The hospital accepts insurance assignments and some other approved arrangements for delayed payment. Financial assistance is available for all qualified patients. Patients not covered by insurance or unable to pay in full for services rendered must contact the appropriate patient account representative who will assist the patient and/or family in determining if he/she qualifies for patient assistance. Collection activity will be suspended while a financial assistance application is under review. SCHEDULE H, PART VI, LINE 2 Need Assessment: St. Peter's Hospital conducts a community survey every three years. The community survey is performed by an independent contractor that selects an adequate sample size for the area. The homes of St. Peter's Hospital employees are excluded from the survey. The survey includes questions related to evaluating the community's experience and ability to access healthcare. The survey helps to identify specialty areas of concern. The results of the surveys are reviewed by the senior management team as well as the Board to identify the areas of focus. In 2015, the St. Peter's Board of Directors, made up of community members, physicians, and senior management, and worked with a consultant to develop St. Peter's Community Health Improvement Plan (CHIP). Based on the findings of the Community Health Needs Assessment (CHNA), the Board and its Community Relations Committee prioritized community health needs for the organization. The Community Relations Committee represents a broad range of community interests and gives final approval of the CHNA and CHIP. The Public Relations and Marketing Department is responsible for the facilitation and implementation of the CHNA and CHIP. During 2015, the combined community and committee continued to work on the various aspects of the report. SCHEDULE H, PART VI, LINE 3 Patient Education Eligibility for assistance: St. Peter's Hospital (1) posts its Charity Care Policy on its website as well as at the admitting desk, emergency room, on the monthly statements and cashier areas in which eligible patients are likely to be present, (2) offers a summary of our policy and application to self-pay patients with contact information to patients as part of the intake process, (3) provides a copy of financial assistance contact information to patients with discharge materials, (4) Financial Counselors discuss with patients expecting to owe more than $500, the availability of patient assistance and various Government benefits, such as Medicaid or State Programs, and assists the patient with qualification for such programs, where applicable. SCHEDULE H, PART VI, LINE 4 COMMUNITY INFORMATION: ST. PETER'S HOSPITAL IS A 123-BED ACUTE CARE HOSPITAL FACILITY SERVING RESIDENTS OF LEWIS AND CLARK COUNTY AND PORTIONS OF JEFFERSON, BROADWATER, MEAGHER, AND POWELL COUNTIES. ST. PETER'S IS THE SOLE FACILITY IN THE PRIMARY SERVICES AREA. THE HOSPITAL FINANCIAL PAYOR MIX CONSISTED OF 2.0% SELF-PAY PATIENTS, 14.9% OF MEDICAID PATIENTS AND 47.3% MEDICARE PATIENTS. APPROXIMATELY 17.9% OF THE POPULATION IS AGE 65 AND OLDER. THE AVERAGE PER CAPITA INCOME IS $29,892 AND APPROXIMATELY 10.4% OF THE POPULATION IS BELOW THE FEDERAL POVERTY LEVEL. THE NEAREST HOSPITAL IN THE AREA IS APPROXIMATELY 35 MILES FROM THE ST. PETER'S CAMPUS. SCHEDULE H, PART VI, LINE 5 PROMOTION OF COMMUNITY HEALTH: THE ORGANIZATION'S GOVERNING BODY MEMBERS RESIDE IN THE COMMUNITY. MEDICAL STAFF PRIVILEGES ARE EXTENDED TO ALL QUALIFIED PHYSICIANS IN THE COMMUNITY. SURPLUS FUNDS ARE USED TO MAKE CAPITAL PURCHASES AND UPGRADES TO THE FACILITIES. ST. PETER'S HOSPITAL IS THE SOLE ACUTE CARE PROVIDER IN THE PRIMARY SERVICE AREA, AND OPERATES AN EMERGENCY ROOM AND TWO URGENT CARE CLINICS. THE PRIMARY SERVICE AREA IS MADE UP OF LEWIS AND CLARK COUNTY AND THE NORTHERN PORTION OF JEFFERSON COUNTY. THERE IS A POPULATION OF APPROXIMATELY 79,135. OUT-MIGRATION IS GENERALLY LIMITED TO TERTIARY SERVICES NOT AVAILABLE AT ST. PETER'S HOSPITAL INCLUDING, CARDIAC SURGERY AND NEO-NATAL CARE. ST. PETER'S HOSPITAL PROVIDES CARE TO ALL PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. ST. PETER'S HOSPITAL MAINTAINS CHARGES AS ONE OF THE LOWEST HOSPITALS WITHIN THE STATE DEPENDING ON THE SERVICES BEING PROVIDED. ST. PETER'S HOSPITAL SPONSORS SEVERAL WELLNESS SCREENINGS, HEALTH FAIRS, AND EDUCATIONAL LECTURES, CLASSES, AND EVENTS THROUGHOUT THE YEAR TO PROMOTE BETTER LIVING, NUTRITION AND GOOD HEALTH. ST. PETER'S (SPH) ENSURES THAT ITS PATIENTS, THEIR FAMILIES AND PERSONNEL HAVE SPIRITUAL CARE AVAILABLE TO THEM. SPH RESPECTS NATIVE-AMERICAN CULTURE AND THE CEREMONIES THAT ARE IMPORTANT TO MEET THE SPIRITUAL AND CULTURAL NEEDS AND PROMOTE OPTIMAL HEALING OF NATIVE- AMERICAN PATIENTS. IN ORDER TO ENSURE A PATIENT'S RIGHT TO ACCESS THESE CEREMONIES, A PROCEDURE HAS BEEN PUT IN PLACE. CONTINUING EDUCATION IS ALSO PROVIDED TO MEMBERS OF THE MEDICAL COMMUNITY ON AN ON-GOING BASIS. IN ADDITION, ST. PETER'S HOSPITAL HAD 12,647 VOLUNTEER HOURS FROM THE COMMUNITY ASSISTING IN A VARIETY OF ROLES WITHIN THE ORGANIZATION. ST. PETER'S HOSPITAL MADE $76,976 OF CASH AND IN-KIND DONATIONS TO A VARIETY OF ORGANIZATIONS WITHIN THE COMMUNITY. THIS INCLUDES, BUT IS NOT LIMITED TO, THE MONTANA RACE FOR THE CURE, HELENA YMCA, FLORENCE CRITTENDON HOME, MONTANA SENIOR OLYMPICS, AMERICAN CANCER SOCIETY RELAY FOR LIFE, ROCKY MOUNTAIN DEVELOPMENT COUNCIL, SUSAN G KOMEN FOUNDATION, GIRLS THRIVE INC, NAMI MONTANA, HELENA FOOD SHARE, CARROLL COLLEGE FITNESS CENTER, HELENA SCHOOLS,HELENA POLICE DEPARTMENT TRAINING, CARROLL COLLEGE ATHLETICS WITH EMERGENCY SERVICES AT EVENTS, UNITED WAY TO ASSIST LOW-INCOME AND HOMELESS RESIDENTS WITH BASIC NEEDS, SPIRIT OF SERVICE CAMPAIGN BY PROVIDING SUPPLIES AND VOLUNTEERS TO HELP ELDERLY RESIDENTS AND OTHERS WITH SPECIAL NEEDS IMPROVE THEIR HOMES AND YARDS AND YOUTH FOUNDATION, THE PRICKLY PEAR LAND TRUST, WHICH HELPS PRESERVE AND MAINTAIN ACCESS TO TRAILS AND OPEN LAND FOR THE COMMUNITY. THE DONATIONS WERE MADE TO ASSIST THESE COMMUNITY SPONSORS IN THEIR VARIOUS PROGRAMS. true ST PETERS HOSPITAL FOUNDATION 2475 BROADWAY HELENA MT 59601 810392270 501(c)(3) 5213 Carroll College 1601 North Benton Avenue Helena MT 59625 810231774 501(c)(3) 20000 HELENA POLICE DEPARTMENT 221 BRECKENRIDGE HELENA MT 59601 816001276 govt 10000 HELENA FOOD SHARE 1616 Lewis Street HELENA MT 59624 363507623 501(c)(3) 10000 Schedule I, Part I, Question 2 ORGANIZATION'S PROCEDURES FOR MONITORING USE OF GRANT FUNDS: SUPPORT IS PROVIDED TO ST. PETERS HOSPITAL FOUNDATION, A RELATED ORGANIZATION, FOR THE FOUNDATION'S EMPLOYEE EMERGENCY ASSISTANCE FUND. MONITORING IS DONE BY COMMITTEES THAT MEET INFORMALLY WHEN THERE ARE REQUESTS BY STAFF FOR ASSISTANCE. THE REQUESTS ARE REVIEWED BY THE COMMITTEE TO DETERMINE IF THEY ARE ELIGIBLE, WHETHER THEY HAVE FREQUENT REQUESTS, AND IF THE NEED IS SUCH THAT THE FUNDS SHOULD BE GRANTED. THE ORGANIZATION ALSO PROVIDES SUPPORT TO A VARIETY OF ORGANIZATIONS WITHIN THE COMMUNITY TO ASSIST THEM IN THEIR VARIOUS PROGRAMS. X X true true X X X X X true false false false false false false true false JOHN GREEN CFO 240065 0 42402 0 11870 0 45481 0 10544 0 350362 0 27909 0 Ann Kjosa COO/CXO - Through 1/2017 237749 0 42323 0 23748 0 14223 0 9917 0 327960 0 26968 0 Fred Olson MD Interim CEO 185000 0 0 0 50 0 0 0 0 0 185050 0 0 0 John Galt MD Board Member/Chief of Staff 432732 0 3500 0 3010 0 23892 0 10445 0 473579 0 0 0 Nathan Olson CEO - through 5/16 212106 0 0 0 350307 0 26967 0 5363 0 594743 0 284616 0 Todd Wampler MD Board Member 221354 0 5500 0 332 0 0 0 7974 0 235160 0 0 0 Thomas Weiner MD 1787482 0 0 0 50 0 30410 0 9552 0 1827494 0 0 0 Michael Lee MD 750918 0 0 0 332 0 9428 0 4231 0 764909 0 0 0 Chris Gabel MD 594628 0 0 0 332 0 15900 0 5742 0 616602 0 0 0 Dr Peter POP MD 579948 0 0 0 332 0 15900 0 6123 0 602303 0 0 0 Kerry Hale MD 577151 0 23077 0 365 0 18000 0 9545 0 628138 0 0 0 Maria Braman VP of Medical Staff 0 0 0 0 352953 0 14600 0 2319 0 369872 0 0 0 SCHEDULE J, PART I, LINE 1A INFORMATION REGARDING BENEFITS PROVIDED: THE PRESIDENT/CEO RECEIVES REIMBURSEMENT FOR MEMBERSHIP DUES PAID TO A SOCIAL CLUB. THE PRESIDENT/CEO IS ALSO PROVIDED TRAVEL FOR A COMPANION FOR ONE BUSINESS FUNCTION PER YEAR. Board members are also provided travel for a companion for one business function per year. ALL AMOUNTS ARE REPORTED AS TAXABLE COMPENSATION. SCHEDULE J, PART I, LINE 4A SEVERANCE: Maria Braman received severance payments in the amount of $52,947 during 2016. Nathan Olson received severance payments in the amount of $284,616 during 2016. These amounts are reported as Other reportable compensation on Schedule J, Part II, column B(iii). SCHEDULE J, PART I, LINE 7 NON-FIXED PAYMENTS: THE ORGANIZATION HAS INCENTIVE BONUS POLICIES FOR EXECUTIVES, ALL OF WHICH HAVE SPECIFIC METRICS THAT MUST BE MET IN ORDER TO BE PAID OUT. NOT ALL INCENTIVES THAT ARE ACCRUED AT FYE ARE PAID OUT WITHIN 2.5 MONTHS AFTER YEAR END. THE FOLLOWING INDIVIDUALS DID NOT RECEIVE THEIR INCENTIVE PAYOUTS WITHIN THAT TIME, THEREFORE AN ACCRUAL WAS MADE FOR 7 MONTHS OF THE INCENTIVE WHICH COVERED THE TIMEFRAME 6/1/2016 - 12/31/2016. THE ACCRUAL APPEARS UNDER OTHER DEFERRED COMPENSATION UNDER SCHEDULE, J, PART II, COLUMN C. - John GREEN $28,606 Schedule J, Part II, Column (f) Description of Compensation reported in a prior period: The amounts for John Green and Ann Kjosa are the accrual payouts of the bonuses that line 7 discusses. The amounts in column f are the accruals from 2015 calendar year that are paid out in 2016. The amount for Nathan Olson is the severance payment that was approved in 2015 and paid out in 2016. A MONTANA FACILITY FINANCE AUTHORITY 364615155 2013-03-13 21435000 REFINANCE 2004 BOND SERIES false false false B MONTANA FACILITY FINANCE AUTHORITY 364615155 2015-04-29 14945000 REFINANCE 2007 BOND SERIES false false false A 5475000 0 21435064 0 0 0 349297 0 0 0 21085703 0 2013 false true true true B 1365000 0 14945000 0 0 14691787 253213 0 0 0 0 0 2015 false true true true A false true false false 0 false false false true B false true false false 0 false false false true A false true false false 0 false 0 false true B false true false false false false 0 false 0 false true A true B true SCHEDULE K, PART IV, LINE 2C THE REBATE COMPUTATION FOR THE 2013 BOND ISSUE IN COLUMN A WAS PERFORMED ON JULY 22, 2014 FOR THE PERIOD FROM MARCH 13, 2013 THROUGH JUNE 1, 2014. SCHEDULE K, PART III, LINE 4 & 5 THERE IS A SMALL AMOUNT OF USE OF THE FINANCED PROPERTY BY HEALTH CARE ORGANIZATIONS OTHER THAN A 501(C)(3) ORGANIZATION, BUT THE USE QUALIFIED FOR AN EXCEPTION TO UBI, THEREFORE IS NOT CONSIDERED PRIVATE BUSINESS USE. FAITH KJOSA SEE PART V 40977 EMPLOYMENT WAGES false Dr Lee Harrison See Part V 232550 Employment Wages false SCHEDULE L, PART IV, COLUMN B RELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION: FAITH KJOSA RECEIVED COMPENSATION FROM THE ORGANIZATION AS AN EMPLOYEE. FAITH IS A FAMILY MEMBER OF ANN KJOSA, WHO IS AN OFFICER OF THE ORGANIZATION. Dr. Lee Harrison received compensation from the organization as an employee. Dr. Lee is family member of Fred Olson, who is an Officer of the Organization. FORM 990, PART VI, SECTION A, LINE 9 Addresses of those Who Cannot be Reached at Organization's Mailing Address: ANN KJOSA - 215 Whisper Cove Idaho Falls, ID 83404 MARIA BRAMAN - 205 ROCKRIDGE RD HAZARD, KY 41701 John Green - 6 Saddle Mountain Drive Montana City, MT 59634 Fred Olson - 1 Cloverview Drive Helena, Mt. 59601 FORM 990, PART VI, SECTION B, LINE 11B Process to Review the Form 990: A DRAFT OF THE FORM 990 IS REVIEWED BY THE CEO, CFO AND FINANCE COMMITTEE. A COPY OF THE FINAL FORM 990 IS PROVIDED TO THE FULL BOARD FOR APPROVAL PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C Process for Monitoring Compliance with Conflict of Interest Policy: THE CONFLICT OF INTEREST POLICY COVERS ALL BOARD MEMBERS, OFFICERS, SENIOR ADMINISTRATION AND KEY EMPLOYEES. THE BOARD IDENTIFIES POTENTIAL CONFLICTS AND DETERMINES IF VOTING ON RELATED ITEMS WOULD BE A CONFLICT OF INTEREST. IF A CONFLICT IS DETERMINED TO EXIST, THE CONFLICTED INDIVIDUAL IS EXCLUDED FROM VOTING ON THE CONFLICTED ITEM. FORM 990, PART VI, SECTION B, LINE 15A & 15B REVIEW OF CEO AND OTHER OFFICER OR KEY EMPLOYEES COMPENSATION: DURING 2015 AN INDEPENDENT COMPENSATION CONSULTANT PERFORMED A REVIEW OF SALARIES AND BENEFITS USING DATA FROM COMPARABLE HEALTHCARE FACILITIES. A REPORT WAS PREPARED AND PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS, WHICH USED THE REPORT TO DETERMINE EXECUTIVE AND OTHER OFFICER AND SENIOR MANAGEMENT COMPENSATION. WITH THE SIGNIFICANT CHANGES IN THE SENIOR MANAGEMENT TEAM DURING 2016 AND 2017 AN OUTSIDE RECRUITMENT FIRM WAS HIRED TO CONDUCT THE SEARCHES FOR A CEO, CNO, CMO AND PRESIDENT OF ST. PETER'S MEDICAL GROUP. THIS FIRM ESTABLISHED COMPETITIVE MARKET DRIVEN SALARIES FOR EACH OF THESE POSITIONS. SULLIVAN COTTER COMPLETED THE COMPENSATION REVIEW IN 2015. B.E. SMITH COMPLETED THE COMPENSATION REVIEW AND SEARCHES IN 2016 AND 2017. The CNO and SPMG-Broadway President were hired in late FY 2017 and the CMO and CEO postions were filled in July of 2017. FORM 990, PART VI, SECTION C, LINE 19 Governing Documents Available to the Public: THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS: CHANGE IN INTEREST IN SPH FOUNDATION 1,805,151 MINIMUM PENSION LIABILITY ADJUSTMENT 5,658,412 TOTAL 7,463,563 ST PETERS HOSPITAL FOUNDATION 2475 BROADWAY HELENA MT 59601 810392270 FUNDRAISING MT 501(C)(3) line 7 SPCH true PEAK HEALTH LLC 2475 BROADWAY HELENA MT 59601 271863807 HEALTH CLUB MT SPCH Unrelated 9705 2040227 false 0 false 0.65000 PEAK HEALTH REALTY LLC 2475 BROADWAY HELENA MT 59601 272492966 RENTAL PROPER MT SPCH Unrelated -101444 4837877 false 0 false 0.65000 PEAK HEALTH HELENA LLC 2475 BROADWAY HELENA MT 59601 272493096 HEALTH CLUB MT SPCH Unrelated 230264 429060 false 0 false 0.65000 false true true true false false false false false false true false true true true true false false true ST PETERS HOSPITAL FOUNDATION C 273948 INTERCO AMOUNT Peak Health LLC S 97500 Interco Amount Peak Health Realty LLC S 65000 Interco Amount