2018-05-14T14:56:18-05:00 2017-06-30 BKD LLP 211 N BROADWAY SUITE 600 ST LOUIS MO 631022733 990 2016-07-01 430980256 St Anthony's Medical Center % CRYSTAL MORRIS STAN 3145251000 10010 Kennerly Road St Louis MO 63128 DAN ECKENFELS VP OF FINANCE 3145251000 2018-05-14 true Donna J Larson P00043751 3142315544 2018-05-11 167.68.126.162 43032820181345000006 2018-05-14 P 4E6F75AD8547D2668A4426D8AEAA2AAD6D15B238 4E6F75AD8547D2668A4426D8AEAA2AAD6D15B238 2016 2021-01-29 14:40:06Z CHERYL MATEJKA 10010 KENNERLY RD ST LOUIS MO 63128 460938499 false 0928 X WWW.STANTHONYSMEDCENTER.COM X 1971 MO SEE COMMUNITY BENEFIT REPORT ATTACHED TO FORM 990. 13 12 4127 403 35305 29244 1032233 796917 438972707 435715468 -2109269 1248957 14363635 14211198 452259306 451972540 9850 27714 0 0 203416275 223200318 0 0 0 243269968 272170432 446696093 495398464 5563213 -43425924 492707675 482699770 277133185 85548736 215574490 397151034 SEE COMMUNITY BENEFIT REPORT ATTACHED TO FORM 990. false false 442973847 27714 435766453 SEE ATTACHED COMMUNITY BENEFIT REPORT. 442973847 true true false true false false false false false true true false false false true false false true false false false false false false false false true true true false true false false false false false false false false false false false false true true true true false false true 161 0 true 4127 true true true false false false false false false false false false X 13 12 true false true false true true true true true false false true true true true true true true true false X CRYSTAL MORRIS 3145251000 10010 KENNERLY ROAD ST LOUIS MO 63128 X DAVID SINDELAR CEO AND CHAIRMAN OF THE BOARD 40.0 0.5 X X 1084171 0 31799 WINTHROP B REED III 1ST CHAIRMAN 5.0 1.75 X X 0 0 0 RICHARD A MAYHALL 1ST VICE CHAIRMAN 3.75 0.0 X X 0 0 0 DANIEL BIPPEN SECRETARY 3.75 0.25 X X 0 0 0 JAMES G POWERS 2ND VICE CHAIRMAN 3.75 0.25 X X 0 0 0 JOHN BERRA MEMBER 1.0 0.25 X 0 0 0 JOSEPH FORAND MEMBER 1.0 0.0 X 0 0 0 MARY GRAHAM MEMBER 1.0 40.0 X 0 653859 34812 STACY HASTIE MEMBER 1.0 0.0 X 0 0 0 MICHELLE NISCHBACH MEMBER 1.0 0.0 X 0 0 0 PAUL NOVELLY MEMBER 0.25 0.0 X 0 0 0 PHILLIP SOWA MEMBER 1.0 0.0 X 0 0 0 DOUGLAS WEIBLE MEMBER 1.0 0.0 X 0 0 0 JEFFREY WILKINSON MEMBER 1.0 0.0 X 0 0 0 MARK MERLOTTI MEMBER 1.0 0.0 X 0 0 0 MICHAEL MCCURRY PRESIDENT 5.0 55.0 X X 0 1787982 744897 DONN SORENSEN EXECUTIVE VP-OPERATIONS 5.0 55.0 X X 0 1070621 332541 BILL HOEFER COO 40.0 0.0 X 347954 0 12233 BRENT SINGER CFO 40.0 0.0 X 443109 0 29263 KELLY WETZLER INTERIM PRESIDENT 40.0 1.5 X 390461 0 30125 CHERYL MATEJKA INTERIM CFO 5.0 55.0 X 0 600367 85576 CAROL ELLIS VP NURSING 40.0 0.0 X 197456 0 23927 JAMES WELDON CIO 40.0 0.0 X 267119 0 8886 LAURA FRAME VP GENERAL COUNCIL 40.0 0.0 X 196689 0 18464 ERIC APPELGREN VP CLINICAL SERVICES 40.0 0.0 X 0 0 0 BRENT GRAZMAN VP QUALITY 40.0 0.0 X 196972 0 19109 DENNIS HOLTER VP BUSINESS DEVELOPMENT 40.0 0.0 X 185451 0 15641 KADI MONTEZ VP OF IT 40.0 0.0 X 161209 0 11163 BEVERLY BOKOVITZ CNO 40.0 0.0 X 465342 0 23334 DAVID MORTON CMO 40.0 0.0 X 656828 0 41111 RON TRULOVE CHIEF REVENUE OFFICER 5.0 55.0 X 0 893318 89180 SEIICHI NODA PHYSICIAN 40.0 0.0 X 1196657 0 40242 GREGORY BOTTERON PHYSICIAN 40.0 0.0 X 967956 0 13319 MICHAEL SHAPIRO PHSICIAN 40.0 0.0 X 963513 0 41392 DENNIS DISCH PHYSICIAN 40.0 0.0 X 960454 0 39498 MICHAEL GOLDMEIER PHYSICIAN 40.0 0.0 X 954384 0 40628 9635725 5006147 1727140 182 false true true TRIMEDX LLC 5451 LAKEVIEW PARKWAY S DRIVE INDIANAPOLIS IN 46268 CLINICAL ENGINEERING 6457998 MUSICK CONSTRUCTION CO 254 HANLEY INDUSTRIAL CT ST LOUIS MO 63144 CONSTRUCTION 5006421 TOUCHPOINT SUPPORT SERVICES 400 NORTHRIDGE ROAD SANDY SPRINGS GA 30350 NUTRITION AND EVS 13034191 THE RESOURCE GROUP 2054 WESTPORT CENTER DRIVE ST LOUIS MO 63146 GROUP PURCHASING ORG 5019819 ADVERTISING SAVANTS INC 2100 LOCUST STREET ST LOUIS MO 63103 ADVERTISING 2712952 59 X 796917 796917 PATIENT CARE 621110 413471291 413471291 EDUCATIONAL PGMS 611710 127694 127694 FRA REVENUE 621110 22116483 22116483 435715468 1399301 1399301 0 0 2384521 1147860 1236661 0 1236661 1236661 5325000 5450544 24800 -125544 -24800 -150344 -150344 0 0 0 0 0 0 11469874 2342755 9127119 35305 9091814 MEANINGFUL USE INCOME 621110 15680 15680 CAFETERIA SALES 721000 1985921 1985921 AMORTIZATION OF DEFERRED GAIN ON SALE OF BLDG 900099 1640462 1640462 205355 205355 3847418 451972540 435731148 35305 15409170 27714 27714 0 0 0 4919214 1059142 3860072 0 0 183201932 169883036 13318896 2816212 2141519 674693 18213871 16927626 1286245 14049089 12715116 1333973 0 3525106 3525106 176277 176277 0 0 62351 62351 22303172 16297072 6006100 0 3282727 3282727 124226087 121785934 2440153 9264845 307683 8957162 0 7348609 6902798 445811 262201 126908 135293 0 208117 207938 179 6033589 6033589 0 22706451 16238783 6467668 1582561 1582561 BAD DEBTS 39389118 39389118 STATE FRA ASSESSMENT 22865789 22865789 DUES & SUBSCRIPTIONS 696199 368293 327906 HOSPICE EXPENSES 418028 418028 7819205 4412473 3406732 495398464 442973847 52424617 0 10790358 -3227914 49739625 21042585 0 0 56690517 49451732 0 0 0 0 96422473 103482166 6897104 6912574 3278404 7554890 686502195 403289293 249531832 283212902 6364247 3542 58396 0 0 988753 0 0 12934719 13278540 492707675 482699770 63480030 73205580 0 0 0 0 185797653 0 0 0 0 0 0 0 0 0 27855502 12343156 277133185 85548736 X 214712090 396474608 862400 676426 0 0 215574490 397151034 492707675 482699770 X -43425924 893441 224109027 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 28421 28421 false SCHEDULE C, PART II-B, LINE 1I LOBBYING ACTIVITY: LINE 1I REPRESENTS THE PORTION OF DUES PAID TO PROFESSIONAL HOSPITAL ASSOCIATIONS ALLOCATED TO LOBBYING ACTIVITIES. 263556286 11436577 30743607 3193660 278691564 23851246 276985691 3379952 -1718763 14007798 1082796 263556286 266424742 3005820 11096830 2332611 1209090 276985691 235209325 3894843 30925688 2511398 1093716 266424742 218574748 1900675 17964635 2298906 931827 235209325 0.70399 0.29601 true true true 0 10078008 10078008 0 278122416 129249114 148873302 0 376995662 262426505 114569157 0 21306109 11613674 9692435 283212902 0 RESERVE - SELF INSURANCE LIABI 9670334 PENSION PAYABLE 2672822 DEFERRED GAIN ON SALE LEASEBAC 0 INTEREST RATE SWAP LIABILITY 0 12343156 SCHEDULE D, PART V, LINE 4 ENDOWMENT FUNDS: THE FUNDS ARE TO BE USED FOR THE SELF INSURANCE TRUST OF THE ORGANIZATION, WHICH IS USED TO COVER MALPRACTICE CLAIMS. THE TOTAL AMOUNTS FOR THE FOUR PRIOR YEARS INCLUDE FUNDS HELD BY RELATED ORGANIZATIONS FOR THE BENEFIT OF THE HOSPITAL. THESE FUNDS ARE TO BE USED FOR FUTURE CAPITAL IMPROVEMENTS. THE TOTAL FOR THE CURRENT YEAR INCLUDES FUNDS HELD IN TRUST BY AN UNRELATED PARTY TO PROVIDE TUITION ASSISTANCE TO STUDENTS. LINE 1F IN THE CURRENT YEAR INCLUDES $277,626,969 OF ASSETS UNDER THE CONTROL OF A RELATED ORGANIZATION THAT CEASED TO QUALIFY AS A SUPPORTING ORGANIZATION AS OF JUNE 1, 2017. SINCE THESE ASSETS ARE NO LONGER ADMINISTERED FOR THE BENEFIT OF SAMC, THEY HAVE BEEN REMOVED FROM THE TOTAL ENDOWMENT BALANCE SCHEDULE D, PART X, LINE 2 FEDERAL INCOME TAX: PRIMARILY ALL OF THE MERCY HEALTH ENTITIES ARE RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS CHARITABLE ORGANIZATIONS QUALIFYING UNDER INTERNAL REVENUE CODE SECTION 501(C)(3), BY VIRTUE OF IRS DETERMINATION LETTERS OR INCLUSION IN THE OFFICIAL CATHOLIC DIRECTORY. MERCY COMPLETED AN ANALYSIS OF ITS TAX POSITIONS IN ACCORDANCE WITH APPLICABLE ACCOUNTING GUIDANCE AND DETERMINED THAT NO AMOUNTS WERE REQUIRED TO BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS AT JUNE 30, 2017 OR 2016. true true true X true X true true true false true true 2715493 2715493 0.00600 46850899 38455182 8395717 0.01840 49566392 38455182 11111210 0.02440 314119 14489 299630 0.00070 135061 135061 0.00030 2150641 1346243 804398 0.00180 119114 119114 0.00030 2718935 1360732 1358203 0.00310 52285327 39815914 12469413 0.02750 true 39389119 0 119176494 121418550 -2242056 X true true 1 1 ST ANTHONY'S MEDICAL CENTER 10010 KENNERLY ROAD ST LOUIS MO 63128 WWW.STANTHONYSMEDCENTER.COM 273-39 X X X ST ANTHONY'S MEDICAL CENTER 1 false false true X X X X X X X X X 15 true true false true X SEE SUPPLEMENTAL INFO X X true 15 true SEE SUPPLEMENTAL INFO false true X 200. 400. X X X X X X true true X X X true X SEE SUPPLEMENTAL INFO X SEE SUPPLEMENTAL INFO X SEE SUPPLEMENTAL INFO X X X X X X true X false X X X true X false false SCHEDULE H, PART V, SECTION B, LINE 5 CHNA COMMUNITY INPUT: ST. ANTHONY'S MEDICAL CENTER SOUGHT TO CONDUCT ITS NEEDS ASSESSMENT IN PART BY COLLECTING PRIMARY DATA FROM KEY COMMUNITY MEMBERS. DATA WAS COLLECTED IN THREE WAYS - A COLLABORATION OF KEY STAKEHOLDERS IN A FOCUS GROUP SETTING; A TELEPHONE SURVEY OF 500 ADULT COMMUNITY MEMBERS; AND PHYSICIAN SURVEYS. IN THE KEY STAKEHOLDER ANALYSIS, ST. ANTHONY'S MEDICAL CENTER PARTNERED WITH BARNES JEWISH WEST COUNTY HOSPITAL (BJWCH), MISSOURI BAPTIST MEDICAL CENTER (MBMC), ST. LUKE'S HOSPITAL (SLH) AND MERCY ST. LOUIS. TO FULFILL PPACA REQUIREMENTS, BJWCH, MBMC, SAMC AND MERCY ST. LOUIS HOSTED A SINGLE FOCUS GROUP WITH PUBLIC HEALTH EXPERTS AND THOSE WITH A SPECIAL INTEREST IN THE HEALTH NEEDS OF RESIDENTS LOCATED IN WEST AND SOUTH ST. LOUIS COUNTY. THIS DISCUSSION LASTED 90 MINUTES AND WAS FACILITATED BY A MODERATOR. THERE WAS A GENERAL CONSENSUS THAT THE PRIORITIES IDENTIFIED IN THE PREVIOUS ASSESSMENT ARE STILL THOSE AT WHICH THE HOSPITALS SHOULD FOCUS. PARTICIPANTS WERE GIVEN THE LIST OF NEEDS IDENTIFIED IN THE 2012-2013 ASSESSMENT BY EACH HOSPITAL AND ASKED TO RE-RANK THEM ON A SCALE OF 1 (LOW) TO 5 (HIGH) BASED ON THEIR PERCEIVED LEVEL OF COMMUNITY CONCERN AND THE ABILITY OF COMMUNITY ORGANIZATIONS TO COLLABORATE AROUND THEM, BEHAVIORAL/MENTAL HEALTH AND ALCOHOL/SUBSTANCE ABUSE RATED HIGHEST IN TERMS OF LEVEL OF CONCERN AND ABILITY TO COLLABORATE. ST. ANTHONY'S MEDICAL CENTER PARTNERED WITH THE PRELL ORGANIZATION TO ASSESS THE HEALTH-CARE NEEDS OF THE COMMUNITY BY CONDUCTING A TELEPHONE SURVEY WITH BOTH LANDLINE AND CELL-PHONE NUMBERS UTILIZING A RANDOM SAMPLE OF 500 ADULTS AGE 21 YEARS OR OLDER IN THE COMMUNITY. THESE INTERVIEWS WERE CONDUCTED IN JUNE 2015 AT COMMUNICATIONS FOR RESEARCH IN STEELVILLE, MO, USING A COMPUTER ASSISTED TELEPHONE INTERVIEW INTERVIEWING SYSTEM. PRELL EMPLOYED A STRATIFIED RANDOM SAMPLE THAT SET QUOTAS FOR EACH ZIP CODE TO MATCH THE OVERALL ADULT POPULATION IN THE PSA. THIS HAD THE EFFECT OF REDUCING THE SAMPLING ERROR FOR THIS SURVEY. BECAUSE PHYSICIANS PLAY A ROLE IN RECOGNIZING THE HEALTH NEEDS OF THE POPULATION, ST. ANTHONY'S MEDICAL CENTER CHOSE TO SURVEY PRIMARY CARE PHYSICIANS AND SPECIALISTS AFFILIATED WITH ST. ANTHONY'S MEDICAL CENTER. FORTY-THREE PHYSICIANS TOOK PART IN A SEVEN-QUESTION SURVEY USING AN ONLINE SURVEY TOOL. THE PHYSICIANS WERE ASKED THREE OPEN-ENDED QUESTIONS AND FOUR CLOSED QUESTIONS FOCUSED ON THE HEALTH NEEDS OF OUR POPULATION. SCHEDULE H, PART V, SECTION B, LINE 6A OTHER HOSPITALS CHNA CONDUCTED WITH: ST. ANTHONY 'S MEDICAL CENTER PARTNERED WITH BARNES JEWISH WEST COUNTY HOSPITAL (BJWCH), MISSOURI BAPTIST MEDICAL CENTER (MBMC), ST. LUKE'S HOSPITAL (SLH) AND MERCY ST. LOUIS. TO FULFILL PPACA REQUIREMENTS, BJWCH, MBMC, SAMC AND MERCY ST. LOUIS HOSTED A SINGLE FOCUS GROUP WITH PUBLIC HEALTH EXPERTS AND THOSE WITH A SPECIAL INTEREST IN THE HEALTH NEEDS OF RESIDENTS LOCATED IN WEST AND SOUTH ST. LOUIS COUNTY. THIS DISCUSSION LASTED 90 MINUTES AND WAS FACILITATED BY A MODERATOR. THERE WAS A GENERAL CONSENSUS THAT THE PRIORITIES IDENTIFIED IN THE PREVIOUS ASSESSMENT ARE STILL THOSE AT WHICH THE HOSPITALS SHOULD FOCUS. PARTICIPANTS WERE GIVEN THE LIST OF NEEDS IDENTIFIED IN THE 2012-2013 ASSESSMENT BY EACH HOSPITAL AND ASKED TO RE-RANK THEM ON A SCALE OF 1 (LOW) TO 5 (HIGH) BASED ON THEIR PERCEIVED LEVEL OF COMMUNITY CONCERN AND THE ABILITY OF COMMUNITY ORGANIZATIONS TO COLLABORATE AROUND THEM. SCHEDULE H, PART V, SECTION B, LINES 7A & 7D HOW CHNA WAS MADE WIDELY AVALIABLE: THE CHNA CAN BE ACCESSED ON THE HOSPITAL WEBSITE AT THE FOLLOWING ADDRESS: HTTP://WWW.STANTHONYSMEDCENTER.COM/ AT THE BOTTOM OF THE MAIN PAGE. THE IMPLEMENTATION PLAN HAS ALSO BEEN POSTED TO THE WEBSITE AND CAN BE ACCESSED AT THE FOLLOWING ADDRESS: HTTP://WWW.STANTHONYSMEDCENTER.COM/ AT THE BOTTOM OF THE MAIN PAGE. The current CHNA & implementation plan can also be found at http://www.stanthonysmedcenter.com/about-us/communitybenefit. The previous CHNA can be found at: http://stanthonysmedcenter.com/about-us/2013chna. OTHER WAYS IN WHICH THE NEEDS ASSESSMENT WAS MADE WIDELY AVAILABLE: - THE ST. ANTHONY'S MEDICAL CENTER CHNA DOCUMENT DISPLAYED CONSPICUOUSLY ON WEB SITE WITH DIRECTIONS TO DOWNLOAD - SHARED FINAL DOCUMUMENT AND NEXT STEPS WITH THE ST. ANTHONY'S MEDICAL CENTER COMMUNITY BENEFIT COUNCIL - SHARED HIGHLIGHTS AND OVERVIEW OF THE CHNA AND PROCESS WITH EMPLOYEES IN THIS WEEK (AN EMPLOYEE PUBLICATION) - SHARED HIGHLIGHTS AND OVERVIEW OF THE CHNA WITH A LINK TO THE WEBSITE IN A PRESS RELEASE TO THE COMMUNITY - SHARED THE CHNA ON SOCIAL MEDIA - SHARED THE CHNA WITH THE COMMUNITY BY PROVIDING FLIERS IN LOCAL LIBRARIES WITH A LINK TO THE DOCUMENT/WEBSITE - SHARED THE CHNA/IMPLEMENTATION STRATEGY AND BACKGROUND IN "YOUR HEALTH TODAY" (A QUARTERLY PUBLICATION THAT REACHES 100,000 LOCAL MEMBERS OF THE ST. ANTHONY'S MEDICAL CENTER COMMUNITY). SCHEDULE H, PART V, SECTION B, LINES 10 & 11 THE IMPLEMENTATION STRATEGY IS POSTED AT: HTTP://WWW.STANTHONYSMEDCENTER.COM/AT THE BOTTOM OF THE MAIN PAGE. THE IMPLEMENTATION STRATEGY POSTED AT: (HTTP://WWW.STANTHONYSMEDCENTER.COM/) EXPLAINS HOW THE SIGNIFICANT NEEDS ARE BEING ADDRESSED. In any case of prioritization, THERE will be some areas of needs that are identified that are not chosen as a priority. Because St. Anthony's Medical Center has limited resources, not every community need will be addressed. Throughout the CHNA process, the following needs arose as community concerns. However, they will not be addressed at this time due to the need already being addressed by another community organization or due to a limitation of resources: tobacco use in Jefferson County, violence in the community, maternal/child health, sexually transmitted infections and alcohol-impaired driving deaths. While these needs will not specifically BE addressed by our priorities, they will most likely be impacted indirectly through the work in our other community outreach priorities. SCHEDULE H, PART V, SECTION B, LINE 13B INCOME LEVEL OTHER THAN FPG: REFER TO FAP SCHEDULE H, PART V, SECTION B, LINE 16A, 16B, & 16C WEBSITE FOR FAP, FAP APPLICATION, AND PLAIN LANGUAGE SUMMARY OF FAP: HTTP://WWW.STANTHONYSMEDCENTER.COM/PATIENTS-VISITORS/FINANCIAL-ASSISTANCE 8 FENTON URGENT CARE 714 GRAVOIS ROAD FENTON MO 63026 URGENT CARE FACILITY ARNOLD URGENT CARE 3619 RICHARDSON ROAD ARNOLD MO 63010 URGENT CARE FACILITY LEMAY URGENT CARE 2900 LEMAY FERRY ROAD ST LOUIS MO 63125 URGENT CARE FACILITY BIG BEND URGENT CARE 10296 BIG BEND BLVD ST LOUIS MO 63122 URGENT CARE FACILITY KIRKWOOD URGENT CARE 1001 S KIRKWOOD RD ST LOUIS MO 63122 URGENT CARE FACILITY ST ANTHONY'S MEDICAL PLAZA 12700 SOUTHFORK ROAD ST LOUIS MO 63128 IMAGING, LAB, BREAST CENTER AND WOUND CARE SVCS ST ANTHONY'S SPORTS AND THERAPY SVCS 9964 KENNERLY ROAD STE D ST LOUIS MO 63128 OUTPATIENT THERAPY ORTHOPEDIC AND SPORTS REHABILITATION 12639 OLD TESSON FERRY ROAD STE 120 ST LOUIS MO 63128 OUTPATIENT THERAPY - CLOSED SCHEDULE H, PART III, SECTION A, LINE 2 & 4 METHODOLOGY USED TO DETERMINE BAD DEBT EXPENSE: THE AMOUNT ENTERED REPRESENTS THE BAD DEBT EXPENSE RECORDED IN THE AUDITED FINANCIAL STATEMENTS. FOOTNOTE TO AUDITED FINANCIAL STATEMENTS - BAD DEBT EXPENSE: NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS, PAGE 9 SEE NOTE 1: PATIENT ACCOUNTS RECEIVABLE. SCHEDULE H, PART III, SECTION B, LINE 8 MEDICARE SHORTFALL TREATED AS COMMUNITY BENEFIT: THE SHORTFALL IS UNCOMPENSATED MEDICARE COST WHICH SHOULD BE INCLUDED IN COMMUNITY BENEFITS SINCE MEDICALLY NECESSARY SERVICES WERE PROVIDED AND NOT REIMBURSED. COSTING METHODOLOGY USED FOR MEDICARE: THE COSTING METHODOLOGY SOURCE USED WAS THE FY 2017 MEDICARE COST REPORT. SCHEDULE H, PART III, SECTION C, LINE 9B DEBT COLLECTION POLICY: PROCEDURES ARE IN PLACE TO PROCESS ACCOUNTS FOR PATIENTS THAT QUALIFY FOR CHARITY CARE. NO COLLECTION PRACTICES TAKE PLACE FOR THOSE PATIENTS. SCHEDULE H, PART VI, LINE 2 NEEDS ASSESSMENT: ST. ANTHONY'S MEDICAL CENTER (SAMC) CONDUCTED A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND DEVELOPED AN IMPLEMENTATION PLAN WITH STRATEGIES TO ADDRESS IDENTIFIED NEEDS. THIS PROCESS WAS UNDERTAKEN BY THE COMMUNITY OUTREACH TEAM AT SAMC, LED BY COMMUNITY OUTREACH COORDINATOR LAURA BUB, MPH. ST. ANTHONY'S SOUGHT GUIDANCE AND PARTNERSHIP FROM THE ST. LOUIS DEPARTMENT OF HEALTH AND IN COLLABORATION WITH BARNES-JEWISH WEST COUNTY HOSPITAL (BJWCH), MISSOURI BAPTIST MEDICAL CENTER (MBMC), ST. LUKE'S HOSPITAL (SLH) AND MERCY HOSPITAL ST LOUIS (MHSL). SAMC USED SURVEY DATA FROM COMMUNITY MEMBERS AND LOCAL PHYSICIANS, A KEY STAKEHOLDER ANALYSIS, AND SECONDARY DATA FROM EXISTING RESOURCES TO IDENTIFY AND PRIORITIZE HEALTH PROBLEMS AND RISK FACTORS IN THE ST. ANTHONY'S MEDICAL CENTER SERVICE AREA. SCHEDULE H, PART VI, LINE 3 PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE: THE MEDICAL ELIGIBILITY PROGRAM IS A HOSPITAL SERVICE PROVIDED TO PATIENTS AT NO COST. PATIENTS MAY QUALIFY FOR GOVERNMENT PROGRAMS WHICH PAY FOR ALL OR PART OF THEIR HOSPITAL AND MEDICAL EXPENSES. IF PATIENT IS UNDER 21 OR OVER 65 YEARS OLD, HAVE CHILDREN IN THE HOUSEHOLD, ARE PREGNANT, POTENTIALLY DISABLED, OR HAVE BEEN A VICTIM OF CRIME THEY MAY QUALIFY. SAMC HOSPITAL FINANCIAL COUNSELORS WILL ASSIST PATIENTS WITH THE APPLICATION PROCESS. PATIENTS ARE INFORMED ABOUT OUR FINANCIAL ASSISTANCE PROCESS IN A NUMBER OF WAYS: - FINANCIAL COUNSELORS ARE AVAILABLE TO PATIENTS DURING THEIR STAY. - DISCUSSIONS ABOUT FINANCIAL ASSISTANCE OCCUR WHEN SPEAKING TO PATIENTS ON THE PHONE ABOUT THEIR ACCOUNT BALANCES. - INFORMATION REGARDING OUR FINANCIAL ASSISTANCE POLICY IS LOCATED AT SAMC AND ON THE BILLING STATEMENTS. - ADDITIONAL INFORMATION IN REGARD TO FINANCIAL ASSISTANCE IS LISTED ON BILLING STATEMENTS OR CAN BE FOUND ON SAMC'S WEBSITE. SCHEDULE H, PART VI, LINE 4 COMMUNITY INFORMATION: THE PRIMARY COMMUNITY THAT ST. ANTHONY'S SERVES INCLUDES A GEOGRAPHIC AREA OF SOUTH ST. LOUIS COUNTY, SOUTH ST. LOUIS CITY AND JEFFERSON COUNTY IN MISSOURI AND MONROE COUNTY IN ILLINOIS. THE SERVICE AREA COULD BEST BE DESCRIBED AS A COMBINATION SUBURBAN COMMUNITY. ST. ANTHONY'S SERVES A COMBINED POPULATION OF MORE THAN 564,000 RESIDENTS WHO RESIDE WITHIN A 25-30 MINUTE DRIVE TO ST. ANTHONY'S. THE PRIMARY SERVICE AREA ACCOUNTS FOR ABOUT 80% OF THE PATIENTS SERVED. THE DEMOGRAPHIC DATA* FOR THE PRIMARY SERVICE AREA INCLUDES A POPULATION OF MORE THAN 564,000 WITH TOTAL HOUSEHOLDS OF MORE THAN 228,000. MOST OF THE RESIDENTS ARE WHITE (94%), WITH 4% BLACK RESIDENTS, AND 2% BEING OF OTHER RACE. WE ALSO SERVE A LARGE BOSNIAN POPULATION. THE APPROXIMATE OCCUPATION BREAKOUT OF THE PRIMARY SERVICE AREA IS: 62% WHITE COLLAR, 22% BLUE COLLAR AND ABOUT 16% SERVICE WORKERS. THE AVERAGE HOUSEHOLD INCOME IS ABOUT $70,000/YR. THE ELDERLY POPULATION OF AGES 65 AND OLDER IS 23%. THE HOUSEHOLDS OWNER OCCUPIED ARE 77% VERSUS 23% RENTER OCCUPIED. SINGLE PARENT HOUSEHOLDS ARE ABOUT 34%. THE PERCENTAGE OF RESIDENTS WITH INCOME LEVELS OF LESS THAN $25,000 IS 18%. *SOURCE : 2010 ESTIMATES AND 2015 PROJECTIONS: NIELSEN CLARITAS THE PRIMARY SERVICE AREA PAYOR MIX OF SELF-PAY AND MEDICAID PATIENTS AT ST. ANTHONY'S FROM FISCAL YEAR 2010, WAS 18%. DATA SHOWS THIS PERCENTAGE HAS RISEN MORE THAN 4% OVER THE LAST FIVE FISCAL YEARS. SCHEDULE H, PART VI, LINE 5 PROMOTION OF COMMUNITY HEALTH: -ST. ANTHONY'S OPERATES AN EMERGENCY ROOM THAT ACCEPTS ALL PERSONS WHO ARE IN NEED OF MEDICAL ATTENTION REGARDLESS OF THEIR ABILITY TO PAY. -ST. ANTHONY'S HAS AN OPEN MEDICAL STAFF WITH PRIVILEGES AVAILABLE TO ALL QUALIFIED PHYSICIANS IN THE AREA. -ST. ANTHONY'S HAS A GOVERNING BOARD OF DIRECTORS IN WHICH INDEPENDENT PERSONS REPRESENTATIVE OF THE COMMUNITY COMPRISE A MAJORITY. -ST. ANTHONY'S WORKS IN COOPERATION WITH LOCAL UNIVERSITIES AND HEALTH CARE ORGANIZATIONS TO ADVANCE THE SCIENCE OF MEDICINE BY PROVIDING A CLINICAL SETTING WHERE INNOVATIVE TREATMENTS AND NEW THERAPEUTIC PROTOCOLS CAN BE DEVELOPED AND STUDIED. -ST. ANTHONY'S ENGAGES IN THE TRAINING AND EDUCATION OF HEALTH CARE PROFESSIONALS BY TEAMING UP WITH LOCAL COMMUNITY COLLEGES AND UNIVERSITIES TO PROVIDE A CLINICAL SETTING FOR HEALTH CARE STUDENTS. -ST. ANTHONY'S PARTICIPATES IN MEDICAID, MEDICARE, CHAMPUS, TRICARE, AND OTHER GOVERNMENT-SPONSORED HEALTH CARE PROGRAMS. -ST. ANTHONY'S MEDICAL CENTER FOUNDATION SET UP $264,000 IN SCHOLARSHIP FUNDING FOR EMPLOYEES' SONS AND DAUGHTERS WHICH IS NOT INCLUDED IN THIS TAX RETURN. SCHEDULE H, PART VI, LINE 7 STATE FILING OF COMMUNITY BENEFIT REPORT: MO SCHEDULE H, PART I, LINE 7 COST METHODOLOGY: THE COSTS REPORTED IN THE TABLE IN PART I, LINE 7 USED THE COST ACCOUNTING METHODOLOGY. THIS METHODOLOGY WAS USED FOR ALL PATIENT SEGMENTS, WITH THE EXCEPTION OF PART I, LINES 7(A) AND 7(B), WHICH USED A RATIO OF PATIENT CARE COSTS TO CHARGES AS COMPUTED IN WORKSHEET 2 OF THE FORM INSTRUCTIONS. SCHEDULE H, PART I, LINE 7, COLUMN F BAD DEBT EXPENSE: THE ORGANIZATION HAD BAD DEBT EXPENSE IN THE AMOUNT OF $39,389,119 REPORTED ON PART IX, LINE 24. HOWEVER, IT HAS BEEN SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN. SCHEDULE H, PART I, LINE 7G SUBSIDIZED HEALTH SERVICES: THE SUBSIDIZED HEALTH SERVICES DO NOT INCLUDE COSTS ASSOCIATED WITH STAND-ALONE PHYSICIAN CLINICS. SCHEDULE H, PART I, LINE 3C SEE PART V, LINE 13 FOR OTHER CRITERIA USED TO DETERMINE ELIGIBILITY FOR FREE OR DISCOUNTED CARE. SCHEDULE H, PART III, SECTION A, LINE 3 THE FILING ORGANIZATION DETERMINED THAT THE ESTIMATED AMOUNT OF BAD DEBT EXPENSE (AT COST) ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE ORGANIZATION'S CHARITY CARE POLICY IS $0. ALTHOUGH THE CHARITY CARE POLICY REQUIRES THE PARTICIPATION OF THE PATIENT REQUESTING ASSISTANCE, WE HAVE A PROCESS UNDER PRESUMPTIVE CHARITY TO ADDRESS ACCOUNTS FOR PATIENTS WHO DO NOT PROVIDE THE INFORMATION. WE BELIEVE THAT OUR CHARITY POLICY IS COMPREHENSIVE ENOUGH TO CAPTURE ALMOST ALL PATIENTS WHO QUALIFY FOR CHARITY CARE. SCHEDULE H, PART VI, LINE 6 AFFILIATED HEALTH CARE SYSTEM: THE FILING ORGANIZATION WAS A PART OF MERCY HEALTH ("MERCY") STARTING JUNE 1, 2017. MERCY IS A MISSOURI NON-PROFIT CORPORATION WITH ITS HEADQUARTERS ("MINISTRY OFFICE") IN ST. LOUIS, MISSOURI. MERCY PROVIDES HEALTH CARE SERVICES IN FOUR STATES - ARKANSAS, KANSAS, MISSOURI, AND OKLAHOMA - AND HAS OUTREACH MINISTRIES LOCATED IN LOUISIANA, MISSISSIPPI, AND TEXAS. MERCY'S MISSION IS "AS THE SISTERS OF MERCY BEFORE US, WE BRING TO LIFE THE HEALING MINISTRY OF JESUS THROUGH OUR COMPASSIONATE CARE AND EXCEPTIONAL SERVICE." AS OF JUNE 30, 2017, MERCY FACILITIES INCLUDED 30 ACUTE CARE HOSPITALS, 4 MANAGED HOSPITALS, 4 HEART HOSPITALS, 2 CHILDREN'S HOSPITALS, 2 ORTHOPEDIC HOSPITALS AND 3 REHAB HOSPITALS. FOR THE FISCAL YEAR ENDED JUNE 30, 2017, MERCY HAD MORE THAN 9.6 MILLION OUTPATIENT AND PHYSICIAN OFFICE VISITS, APPROXIMATELY 2,100 EMPLOYED PHYSICIANS, AND APPROXIMATELY 40,000 FULL-TIME EQUIVALENT EMPLOYEES, MAKING MERCY THE FIFTH LARGEST CATHOLIC HEALTH SYSTEM IN THE UNITED STATES. MERCY IS SPONSORED BY MERCY HEALTH MINISTRY, WHICH IS GOVERNED BY MEMBERS THAT INCLUDE SISTERS OF MERCY. MANY SERVICES THAT ARE ESSENTIAL TO FULFILLING MERCY'S MISSION ARE CENTRALIZED AT THE MINISTRY OFFICE. SUCH CENTRALIZED SERVICES INCLUDE: FINANCE (INCLUDING TREASURY, FINANCIAL ACCOUNTING AND REPORTING, REVENUE MANAGEMENT, INTERNAL AUDIT, ACCOUNTS PAYABLE AND PAYROLL OPERATIONS, ANALYTICS AND DECISION SUPPORT); ENVIRONMENTAL SERVICES SUPPORT; CLINICAL INTEGRATION; CARE MANAGEMENT; CLINICAL PERFORMANCE ACCELERATION; CLINICAL ENGINEERING; CLINICAL QUALITY MANAGEMENT; COMPLIANCE; GRANTS AND RESEARCH SERVICES; LEGAL AND COMPLIANCE COUNSEL; MARKETING AND COMMUNICATIONS; PLANNING, DESIGN AND CONSTRUCTION; PRODUCT DEVELOPMENT INFORMATICS; REAL ESTATE; SUPPLY CHAIN MANAGEMENT; MANAGED CARE STRATEGY SUPPORT; HUMAN RESOURCES (INCLUDING COMPENSATION, BENEFITS AND RECRUITING); MISSION SERVICES AND ETHICS; PHILANTHROPY SUPPORT; INFORMATION TECHNOLOGY; AND, COMMUNITY RELATIONS. THE CENTRALIZATION OF SUCH SUPPORT SERVICES ENABLES MERCY TO ENSURE THAT EACH OF ITS COMMUNITIES, WHETHER LARGE OR SMALL, HAS THE SERVICES IT NEEDS. true HOLY CROSS ACADEMY 8874 PARDEE RD ST LOUIS MO 63123 453755182 501(C)(3) 6250 MEDICAL EDUCATION 1 SCHEDULE I, PART I, LINE 2 PROCEDURE FOR MONITORING GRANTS: THE ORGANIZATION MONITORS THE GRANT MONEY BY HAVING EACH RECIPIENT COMPLETE A MID-YEAR AND FINAL REPORT. THE FINAL REPORT INCLUDES ITEMIZED EXPENDITURES AND HOW THE PROGRAMMING FITS THE GOALS OF THE GRANT. X true true X X X X X true true false false false false false false false DAVID SINDELAR CEO AND CHAIRMAN OF THE BOARD 1081641 0 0 0 2530 0 20536 0 11263 0 1115970 0 MARY GRAHAM MEMBER 0 652371 0 0 0 1488 0 23549 0 11263 0 688671 BILL HOEFER COO 347693 0 0 0 261 0 970 0 11263 0 360187 0 BRENT SINGER CFO 443109 0 0 0 0 0 18000 0 11263 0 472372 0 KELLY WETZLER INTERIM PRESIDENT 390175 0 0 0 286 0 18862 0 11263 0 420586 0 SEIICHI NODA PHYSICIAN 1193928 0 0 0 2729 0 28979 0 11263 0 1236899 0 GREGORY BOTTERON PHYSICIAN 855232 0 88821 0 23903 0 5369 0 7950 0 981275 0 MICHAEL SHAPIRO PHSICIAN 849593 0 88821 0 25099 0 30129 0 11263 0 1004905 0 DENNIS DISCH PHYSICIAN 848770 0 88821 0 22863 0 28235 0 11263 0 999952 0 MICHAEL GOLDMEIER PHYSICIAN 841660 0 88821 0 23903 0 29365 0 11263 0 995012 0 CAROL ELLIS VP NURSING 197027 0 0 0 429 0 13745 0 10182 0 221383 0 JAMES WELDON CIO 266773 0 0 0 346 0 936 0 7950 0 276005 0 LAURA FRAME VP GENERAL COUNCIL 196236 0 0 0 453 0 10413 0 8051 0 215153 0 ERIC APPELGREN VP CLINICAL SERVICES 0 0 0 0 0 0 0 0 0 0 0 0 BRENT GRAZMAN VP QUALITY 196806 0 0 0 166 0 10396 0 8713 0 216081 0 DENNIS HOLTER VP BUSINESS DEVELOPMENT 184816 0 0 0 635 0 7621 0 8020 0 201092 0 KADI MONTEZ VP OF IT 161077 0 0 0 132 0 4265 0 6898 0 172372 0 BEVERLY BOKOVITZ CNO 464724 0 0 0 618 0 20021 0 3313 0 488676 0 DAVID MORTON CMO 632470 0 0 0 24358 0 29848 0 11263 0 697939 0 MICHAEL MCCURRY PRESIDENT 0 847002 0 792616 0 148364 0 732714 0 12183 0 2532879 CHERYL MATEJKA INTERIM CFO 0 377918 0 166609 0 55840 0 68979 0 16597 0 685943 DONN SORENSEN EXECUTIVE VP-OPERATIONS 0 671310 0 361742 0 37569 0 322830 0 9711 0 1403162 RON TRULOVE CHIEF REVENUE OFFICER 0 356750 0 492865 0 43703 0 77109 0 12071 0 982498 SCHEDULE J, PART I, LINE 1A SOCIAL CLUB DUES WERE PROVIDED FOR CHRISTOPHER BOWE AND DENNIS HOLTER. THE BENEFIT WAS NOT TREATED AS TAXABLE COMPENSATION SINCE THE USE OF THE MEMBERSHIP IS RESTRICTED TO BUSINESS USE ONLY AND NO PERSONAL USE IS ALLOWED. SCHEDULE J, PART I, LINE 4C BEVERLY BOKOVITZ RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $166,684, IN ACCORDANCE WITH THE TERMS OF HER EMPLOYMENT AGREEMENT. FORM 990, PART VII, SECTION A, LINE 5 ERIC APPELGREN IS COMPENSATED BY AN UNRELATED ENTITY, SC ANESTHESIA GROUP, FOR SERVICES HE PROVIDES TO SAMC. SAMC PROVIDED COMPENSATION TO SC ANESTHESIA GROUP IN THE AMOUNT OF $402,700. SCHEDULE J, PART I, LINE 4B Mercy Health, the ultimate parent company, offers supplemental retirement plans to certain executives which provide benefits upon vesting date based on compensation, age at the time of benefit commencement, length of service with the company and/or its affiliates, and length of tenure in the plan. The plans are closed to new entrants. The following individuals participated in the following supplemental retirement plans. There were no payments for the fiscal year ended 6/30/2017. McCurry, Michael; Sorensen,Donn; Matejka, Cheryl L; Trulove, Ron The amount of all accrued benefits is included in compensation amounts provided in Schedule J, Part II, Column (C). FORM 990, PART VI, SECTION A, LINE 2 BUSINESS RELATIONSHIPS: JOHN H BERRA JR HAS A BUSINESS RELATIONSHIP WITH STACIE HASTIE. PAUL NOVELLY HAS A BUSINESS RELATIONSHIP WITH WINTHROP B. REED III. FORM 990, PART VI, SECTION A, LINE 4 CHANGES TO GOVERNING DOCUMENTS: THE ARTICLES OF INCORPORATION WERE AMENDED AS OF JUNE 1, 2017 TO NAME MERCY HEALTH EAST COMMUNITIES, A MISSOURI NONPROFIT CORPORATION, AS THE SOLE CORPORATE MEMBER OF THE ORGANIZATION, TO PROVIDE THAT THE ORGANIZING DOCUMENTS SHALL NOT BE AMENDED WITHOUT THE APPROVAL OF THE SOLE CORPORATE MEMBER, AND TO PROVIDE FOR THE DISTRIBUTION OF ALL NET ASSETS TO THE SOLE CORPORATE MEMBER UPON DISSOLUTION. THE BYLAWS WERE AMENDED AS OF JUNE 1, 2017 TO DESIGNATE MERCY HEALTH EAST COMMUNITIES, A MISSOURI NONPROFIT CORPORATION, AS THE SOLE CORPORATE MEMBER AND TO GRANT CERTAIN GOVERNING POWERS AND RESPONSIBILITIES TO THE SOLE CORPORATE MEMBER. THE AMENDED BYLAWS CHANGED THE NUMBER OF GOVERNING BODY MEMBERS, CHANGED THE AUTHORITY AND DUTIES OF THE GOVERNING BODY MEMBERS AND GRANTED THE POWER TO APPOINT AND REMOVE GOVERNING BODY MEMBERS TO THE SOLE CORPORATE MEMBER. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE CORPORATE MEMBER OF THE ORGANIZATION IS MERCY HEALTH EAST COMMUNITIES, A MISSOURI NONPROFIT CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE CORPORATE MEMBER, MERCY HEALTH EAST COMMUNITIES, HAS THE POWER TO APPOINT AND REMOVE THE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B THE FOLLOWING CORPORATE POWERS AND RESPONSIBILITIES SHALL BE RESERVED TO THE CORPORATE MEMBER (AND WITH REGARD TO CERTAIN POWERS AND RESPONSIBILITIES, TO MERCY HEALTH, AS THE CORPORATE MEMBER OF THE CORPORATE MEMBER): -APPROVAL OF REVISIONS TO THE MISSION, VISION, AND OPERATING VALUES, PURSUANT TO WHICH THE CORPORATION OPERATES; -APPROVAL OF ANY AMENDMENTS TO THE ARTICLES OF INCORPORATION AND THESE BYLAWS AND ANY AMENDMENTS TO THE ORGANIZATIONAL DOCUMENTS OF ANY AFFILIATE OF THE CORPORATION; -APPROVAL OF THE APPOINTMENT AND REMOVAL OF THE PRESIDENT OF THE CORPORATION, AS PROVIDED IN SECTIONS 7.2.1 AND 7.3 OF THE BYLAWS; -ADOPTION OF THE STRATEGIC PLAN, GOALS AND OBJECTIVES OF THE CORPORATION; -ADOPTION OF THE OPERATING, CAPITAL, AND ALL OTHER BUDGETS FOR THE CORPORATION; -APPROVAL OF THE ASSIGNMENT, TRANSFER, SALE OR LEASE OF ANY OF THE ASSETS OF THE CORPORATION OR ANY AFFILIATE OF THE CORPORATION IN EXCESS OF ONE MILLION DOLLARS ($1,000,000) IN ANY ONE OR SERIES OF RELATED TRANSACTIONS OCCURRING WITHIN ANY TWELVE (12) MONTH PERIOD; -AUTHORIZATION AND APPROVAL OF THE INCURRENCE OF DEBT BY THE CORPORATION OR ANY AFFILIATE OF THE CORPORATION (OTHER THAN DEBT INCURRED FOR THE ACQUISITION OF GOODS THAT ARE ACQUIRED IN THE ORDINARY COURSE OF BUSINESS) AND TO GRANT ANY SECURITY INTERESTS, PLACE ANY ENCUMBRANCES, ENTER INTO ANY COVENANTS, AND EXECUTE ANY DOCUMENTS AND TAKE ANY ACTIONS NECESSARY OR APPROPRIATE IN CONNECTION WITH THE INCURRENCE OF SUCH DEBT; -APPROVAL OF A PLAN OF MERGER, CONSOLIDATION, OR DISSOLUTION OF THE CORPORATION; -APPROVAL OF THE LEASE, MANAGEMENT, OR PURCHASE OF, OR AFFILIATION WITH, ANOTHER HOSPITAL OR HEALTH SYSTEM, OR HEALTH CARE FACILITY OR HEALTH CARE SYSTEM BY THE CORPORATION; AND, -APPROVAL OF THE CREATION, OWNERSHIP OR ACQUISITION OF, OR AFFILIATION WITH, ANY OTHER ORGANIZATION CONTROLLED BY THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B REVIEW PROCESS: The Form 990 is prepared by an independent accounting firm, using information provided by the filing organization. A draft Form 990 is reviewed by the filing organization's finance leadership. The draft Form 990 is also reviewed by the Mercy Health Tax Department, to ensure accuracy and consistency with other related organizations' Form 990s. After questions arising from the various reviews are addressed and incorporated into the Form 990, a revised draft is provided to the filing organization's leadership team for review. Once reviewed and approved by the filing organization's leadership team, the Form 990 is provided to the Board of Directors for review; it is then signed and filed with the IRS. FORM 990, PART VI, SECTION B, LINE 12C COMPLIANCE WITH CONFLICT OF INTEREST POLICY: TO ENSURE THAT ST. ANTHONY'S OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES AND THAT IT ENGAGES ONLY IN TRANSACTIONS THAT ARE REASONABLE AND ARE THE RESULT OF ARM'S LENGTH BARGAINING, THE BOARD HAS ADOPTED AND ENFORCES COMPLIANCE WITH A CONFLICT OF INTEREST POLICY, WHICH REQUIRES DISCLOSURE OF ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST. IF THE BOARD OR COMMITTEE OR ADMINISTRATOR HAS REASONABLE CAUSE TO BELIEVE THAT AN INDIVIDUAL HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE INDIVIDUAL OF THE BASIS FOR SUCH BELIEF AND AFFORD THE INDIVIDUAL AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE RESPONSE OF THE INDIVIDUAL AND MAKING SUCH FURTHER INVESTIGATION AS MAY BE WARRANTED IN THE CIRCUMSTANCES, THE BOARD OR COMMITTEE OR ADMINISTRATOR DETERMINES THAT THE INDIVIDUAL HAS IN FACT FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15A PROCESS FOR DETERMINING COMPENSATION: COMPENSATION FOR THE CEO IS BASED UPON COMPARABLE MARKET RATES FOR SIMILAR POSITIONS WITHIN THE NATION. PERIODICALLY, AN OUTSIDE COMPENSATION CONSULTANT IS HIRED TO REVIEW COMPENSATION AND COMPARE IT TO APPROPRIATE PEER GROUPS. THESE EXTERNAL REPORTS ARE PRESENTED TO THE BOARD OF DIRECTORS' COMPENSATION COMMITTEE FOR REVIEW AND APPROVAL ALONG WITH THE ANNUAL EVALUATIONS OF THE SENIOR STAFF MEMBERS. THE MOST RECENT COMPENSATION REVIEW WAS CONDUCTED IN APRIL OF 2014 AND FEBRUARY OF 2015. IN ADDITION, COMPARABLE COMPENSATION DATA OR VALUATION EXPERTS ARE CONSULTED WHEN NEW EXECUTIVES ARE ENGAGED. FOR MIKE MCCURRY, THE ORGANIZATION RELIED UPON MERCY HEALTH, WHICH USES THE FOLLOWING TO ESTABLISH THE COMPENSATION: EXTERNAL MARKET SALARY SURVEYS, EXTERNAL MARKET SALARY STUDIES, ENGAGEMENT OF AN INDEPENDENT COMPENSATION CONSULTANT, AND REVIEW/APPROVAL OF COMPENSATION BY THE COMPENSATION COMMITTEE OF THE BOARD OF MERCY HEALTH. FOR THOSE CLASSIFIED AS KEY EMPLOYEES, THE ORGANIZATION USES THE FOLLOWING TO ESTABLISH THE COMPENSATION: EXTERNAL MARKET SALARY SURVEYS, EXTERNAL MARKET SALARY STUDIES, AND REVIEW/APPROVAL OF EXECUTIVE MANAGEMENT. COMPENSATION REVIEWS ARE COMPLETED ON AN ANNUAL BASIS AND A REVIEW WAS COMPLETED DURING THE REPORTING YEAR. FORM 990, PART VI, SECTION B, LINE 15B PROCESS FOR DETERMINING COMPENSATION: COMPENSATION FOR ALL SENIOR MANAGEMENT STAFF MEMBERS IS BASED UPON COMPARABLE MARKET RATES FOR SIMILAR POSITIONS WITHIN THE NATION. PERIODICALLY, AN OUTSIDE COMPENSATION CONSULTANT IS HIRED TO REVIEW COMPENSATION AND COMPARE IT TO APPROPRIATE PEER GROUPS. THESE EXTERNAL REPORTS ARE PRESENTED TO THE BOARD OF DIRECTORS' COMPENSATION COMMITTEE FOR REVIEW AND APPROVAL ALONG WITH THE ANNUAL EVALUATIONS OF THE SENIOR STAFF MEMBERS. THE MOST RECENT COMPENSATION REVIEWS WERE CONDUCTED IN JULY OF 2014 AND FEBRUARY OF 2015. FORM 990, PART VI, SECTION C, LINE 19 PROCESS FOR MAKING DOCUMENTS AVAILABLE TO PUBLIC: THE ORGANIZATION CONSIDERS ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO BE PROPRIETARY. ACCORDINGLY THEY ARE NOT MADE AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES: DEFINED BENEFIT PENSION PLANS 1,271,097 CURTAILMENT LOSS (305,230) INTEREST RATE SWAP 6,487,989 OTHER CHANGES IN FUND BALANCE (164,110) FUND BALANCE TRANSFER (438,894) SELF INSURANCE TRUST INCOME (18,505) CHANGE IN SELF INS TRUST NET ASSETS (1,137,520) DEBT TRANSFERRED TO MERCY 186,831,722 AFFILIATION VALUATION ADJUSTMENTS 30,468,725 BENEFICIAL INTEREST IN TRUST TRANSFER 988,753 BENEFICIAL INTEREST IN TRUST RECEIVABLE 125,000 ------------- TOTAL OTHER CHANGES IN NET ASSETS 224,109,027 PHYSICIANS OF SAMC LLC 10010 KENNERLY ROAD ST LOUIS MO 63128 270440956 MANAGEMENT MO 606372 110152 SAMC ST ANTHONY'S PROFESSIONAL PHARMACY LLC 10010 KENNERLY ROAD ST LOUIS MO 63128 431659671 PHARMACY MO 2378060 340894 SAMC URGENT CARE CENTERS OF SAMC LLC 10010 KENNERLY ROAD ST LOUIS MO 63128 270440900 MANAGEMENT MO 9033511 1221376 SAMC HEART SPECIALTY ASSOCIATES LLC 10010 KENNERLY ROAD ST LOUIS MO 63128 274084620 SPECIALISTS MO 17515968 935242 SAMC SOUTH CO PET IMAGING LLC 10010 KENNERLY ROAD ST LOUIS MO 63128 431932907 INACTIVE MO 0 0 SAMC ST ANTHONY'S PULMONARY SPECIALISTS LLC 10010 KENNERLY ROAD ST LOUIS MO 63128 300787362 INACTIVE MO 0 0 SAMC 1001 KIRKWOOD ROAD LLC 10010 KENNERLY ROAD ST LOUIS MO 63128 611736257 REAL ESTATE MO 1491990 33825 SAMC SEE SCHEDULE R PART II ATTACHMENT N/A SEE SCHEDULE R PART III ATTACHMENT N/A SEE SCHEDULE R PART IV ATTACHMENT N/A false false true false false false true false false false true true false false false true false true ST ANTHONY'S CHARITABLE FOUNDATION C 420917 COST ST ANTHONY'S FOUNDATION H 7000000 COST ST ANTHONY'S CHARITABLE FOUNDATION M 438894 COST ST ANTHONY'S PHYSICIAN ORGANIZATION Q 25925000 COST ST ANTHONY'S CHARITABLE FOUNDATION S 477827 COST