2017-05-12T18:45:23-05:00 2016-06-30 ERNST & YOUNG US LLP 425 HOUSTON ST SUITE 600 FORT WORTH TX 76102 990 2015-07-01 731308273 Laureate Psychiatric Clinic and HospitalInc % ERIC E SCHICK LAUR 9185028126 6600 S YALE AVE SUITE 400 TULSA OK 741363319 ERIC E SCHICK TREASURER/CFO 2017-05-12 true KATHLEEN MOSELEY P00116760 8173351900 2015 2021-01-29 14:40:06Z ERIC E SCHICK 6600 S YALE AVE TULSA OK 741363319 38866330 false X WWW.LAUREATE.COM X 1987 OK TO EXTEND THE PRESENCE AND HEALING MINISTRY OF CHRIST IN ALL WE DO. 3 1 471 31 0 856259 850939 36998616 37116525 -5984 1092 552151 574973 38401042 38543529 0 700 0 0 23415955 23830458 0 0 0 12101498 12895551 35517453 36726709 2883589 1816820 56691395 54242594 5824759 5309406 50866636 48933188 X TO EXTEND THE PRESENCE AND HEALING MINISTRY OF CHRIST IN ALL WE DO. false false 6537098 700 5011528 SEE SCHEDULE O 5353687 0 13125729 SEE SCHEDULE O 4415242 0 10228270 SEE SCHEDULE O 12832702 8915746 29138729 true true false false false false false false false false true false false false true true false true false false false false false false false false true true false false true false false false false false false false false false false false false false true true true false false true X 37 0 true 471 true false false false false false false false false false false X 3 1 true true false false true true true true true false false false true true true true true true true false OK X ERIC E SCHICK 9184948430 6161 S YALE AVE TULSA OK 741363319 X Jake Henry Jr PRESIDENT/CEO/DIRECTOR 1.0 39.0 X X 0 2131200 77386 Barry L Steichen VICE PRESIDENT/COO/DIRECTOR 1.0 39.0 X X 0 935527 163173 William R Lissau Director 1.0 0.0 X 0 0 0 William K Warren Jr Trustee 1.0 0.0 X 0 0 0 Bishop Edward J Slattery Trustee 1.0 0.0 X 0 0 0 Judy Kishner Trustee 1.0 0.0 X 0 0 0 Jeffrey C Sacra Assistant Secretary 1.0 39.0 X 0 298093 57639 Eric E Schick TREASURER/CFO 1.0 39.0 X 0 596681 201274 Thomas G Neff SECRETARY 1.0 39.0 X 0 472986 94156 Janine Smith ASST SECRETARY(UNTIL 12/31/15) 1.0 39.0 X 0 71754 28429 William Schloss Administrator 40.0 0.0 X 525413 0 99638 Katherine Godwin MD Physician 40.0 0.0 X 291719 0 52451 Thomas Luiskutty MD Physician 5.0 40.0 X 5460 851623 42921 Michael McLaughlin MD Physician 6.0 36.0 X 90100 448288 34108 Scott Moseman MD Physician 40.0 0.0 X 351925 0 38250 Heather Hall MD Physician 40.0 0.0 X 298645 0 49008 Robert Eli Smith FORMER ASSISTANT SECRETARY 0.0 40.0 X 0 193261 27164 1563262 5999413 965597 29 true true false FLINTCO LLC 8800 PAGE AVE ST LOUIS MO 63114 CONSTRUCTION SVCS 1258284 OTIS ELEVATOR COMPANY INC 1444 N COCKRELL HILL RD STE 102 DALLAS TX 75211 ELEVATOR MAINTENANCE 452506 MCINTOSH SERVICES OF OKLAHOMA 8141 E 48TH ST TULSA OK 741456906 MECHANICAL SERVICES 143277 Workplace Solutions Inc 6101 W Reno Ave OKLAHOMA CITY OK 73127 Staffing Services 131810 Warren Professional Building 6585 S Yale Avenue TULSA OK 74147 Bldg Rent 130771 5 840000 10939 3097 850939 PATIENT SERVICES,NET OF CONTRACTUAL ADJUSTMENT 621110 37061645 37061645 MEANINGFUL USE 621110 54880 54880 37116525 5308 5308 0 0 388740 388740 0 388740 388740 318585 322801 -4216 -4216 -4216 0 0 0 MANAGEMENT SERVICES FOR AFFILIATES 541610 164748 164748 AUXILIARY SHOP SALES OR AUDITS 453220 2466 2466 CLASS ACTION SETTLEMENTS 900099 18424 18424 595 595 186233 38543529 37281273 411317 700 700 0 0 0 621095 621095 0 18984304 17428803 1555501 1346774 1346774 0 1586135 1586135 0 1292150 1292150 0 0 0 32271 32271 0 0 0 1071362 432336 639026 155068 118038 37030 231003 185939 45064 1056545 31150 1025395 0 1577758 1460708 117050 79003 78528 475 0 0 0 0 2660382 2660382 96227 55964 40263 BAD DEBT EXPENSE 2734658 2734658 MEDICAID SHOPP FEE 784587 784587 ADMINISTRATIVE EXPENSES 651450 651450 MEDICAL SUPPLIES 1187158 1160570 26588 578079 441689 136390 36726709 29138729 7587980 0 1993376 988303 390026 411566 0 0 5627909 4284965 0 0 0 0 49192 56084 140153 123884 114839 307015 91652942 44031582 47946799 47621360 0 0 0 0 0 0 0 0 429101 449417 56691395 54242594 5187556 4821685 0 0 0 0 0 0 0 0 0 0 0 0 0 0 637203 487721 5824759 5309406 X 50866636 48933188 0 0 0 0 50866636 48933188 56691395 54242594 X 1816820 -3750268 X true X true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13235926 13235926 48096749 20782594 27314155 7344234 6822538 521696 19038818 16367996 2670822 3937215 58454 3878761 47621360 0 PROF. LIABILITY INSURANCE RESERVE 243375 THIRD PARTY SETTLEMENT 244346 487721 X PART X, LINE 2 ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES, PROVIDES GUIDANCE REGARDING RECOGNITION, DE-RECOGNITION, MEASUREMENT, AND DISCLOSURE OF ALL TAX POSITIONS. IN ACCORDANCE WITH THE REQUIREMENTS OF ASC 740, LAUREATE PSYCHIATRIC CLINIC AND HOSPITAL, INC. IDENTIFIES AND DOCUMENTS UNCERTAIN TAX POSITIONS FOR ALL OPEN TAX YEARS. IF UNCERTAIN TAX POSITIONS ARE IDENTIFIED, THEY ARE ANALYZED TO DETERMINE THE PROPER UNIT OF ACCOUNT. NEXT, THEY ARE TESTED TO DETERMINE WHETHER A TAX ASSET OR A TAX LIABILITY SHOULD BE RECOGNIZED. LAUREATE PSYCHIATRIC CLINIC & HOSPITAL, INC. HAS ASSESSED ITS UNCERTAIN TAX POSITIONS AND DETERMINED THEY ARE MORE LIKELY THAN NOT TO BE FULLY SUSTAINED UPON EXAMINATION. THEREFORE, NO LIABILITY OR ASSET FOR UNCERTAIN TAX POSITIONS NEEDS TO BE RECORDED. true true X true X 225. false true true true false true true 1380946 1380946 0.04060 1714827 114888 1599939 0.04710 3095773 114888 2980885 0.08770 5804868 5018510 786358 0.02310 3097 3097 0.00010 5807965 5018510 789455 0.02320 8903738 5133398 3770340 0.11090 true 2734658 2312153 7354557 8226914 -872357 X true true 1 1 LAUREATE PSYCHIATRIC CLINIC & HOSP 6600 S YALE AVE STE 400 TULSA OK 74136 WWW.LAUREATE.COM 2323 X LAUREATE PSYCHIATRIC CLINIC & HOSP 1 false false true X X X X X X X X 16 true true true true X SEE SCHEDULE H, PART V, SECTION C X true 16 true SEE SCHEDULE H, PART V, SECTION C false false true X 225. 0. X X X X X true true X X X X true X SEE SCHEDULE H, PART V, SECTION C X SEE SCHEDULE H, PART V, SECTION C X SCHEDULE H, PART V SECTION C X X X X X true X false X X X X X true X X false false Part V, Section B, Line 5 The Community Health Needs Assessment (CHNA) report, as contracted by the Tulsa County Health Department, uses quantitative data derived from primary research and secondary data (American Community Survey data, Census Bureau data). The survey instrument used for this study was created by the Tulsa City-County Health Department, Health Data and Evaluation Division, with input from community partners. Community input focus group sessions were conducted in each of the eight Tulsa Health Department defined regions. Part V, Section B, Line 6A Laureate Psychiatric Clinic and Hospital, Inc. conducted the CHNA with Saint Francis Hospital, Inc. and Saint Francis Hospital South, LLC. Part V, Section B, Line 6b Laureate Psychiatric Clinic and Hospital, Inc.'s CHNA was conducted by the Tulsa County Health Department. Part V, Section B, Line 7a www.saintfrancis.com/Documents/CHNA.pdf Part V, Section B, Line 10a www.saintfrancis.com/Documents/CHNA.pdf Part V, Section B, Line 11 The Community Health Needs Assessment (CHNA) identified the top ten needs (in order of highest priority) of the Tulsa community as poor diet/inactivity; chronic diseases; alcohol/drug abuse; access to health care; tobacco use; lack of education; aging problems; safety/crime; poverty/unemployment; and mental health. The Saint Francis health system (Saint Francis) does not intend to address the health needs of lack of education; aging problems; safety/crime; and poverty/unemployment due to lack of expertise in these areas. It is an unfortunate matter of course that certain socioeconomic burdens to the health of our community cannot be fully or effectively addressed by individual private institutions. The hospitals comprising the Saint Francis Health System provide millions of dollars each year in uncompensated care to the poor in the form of free or discounted care to the uninsured, the underinsured, and to Medicaid beneficiaries. Laureate Psychiatric Clinic and Hospital, as well as Saint Francis Hospital, Saint Francis Hospital South, and the senior leadership and Board of Directors of the Saint Francis Health System will continue to work with community and state-level policy and political leaders, safety net providers, and community advocates to build sustainable partnerships to better address these broader community needs. Saint Francis Health System and all of its entities, including those not covered by the CHNA implementation strategy, will continue to be an advocate for the poor, the vulnerable and the underserved. Laureate Psychiatric Clinic and Hospital, Inc. and the other Saint Francis health system entities are addressing the community needs of access to healthcare; alcohol/drug abuse; chronic diseases; poor diet/inactivity; tobacco use; and mental health through various programs designed to improve access to healthcare, advance knowledge, identify root causes, and improve health status and quality of life. Access to healthcare Access to comprehensive, quality health services is necessary for health equity and a healthy quality of life for individuals in our community. Access to healthcare can impact physical, social and mental health, disease and disability prevention, and life expectancy, among other things. Not having healthcare coverage obstructs the ability to access medical care; reduces utilization of preventive services; and contributes greatly to the costs of healthcare. Uninsured people are also less likely to receive medical care, more likely to die early, and more likely to have poor health status as they tend to delay treatment; experience diagnoses at later stages of disease progression; and may receive less medical care than patients with health insurance. Current policy efforts focus on the provision of insurance coverage as the principal means of ensuring access to healthcare among the general population. Almost two-thirds of Tulsa County adults surveyed ages 18 64 reported they had employer provided or private insurance (63.1 percent). An additional 14.3 percent reported insurance through a government sponsored program (Medicaid, Medicare, military benefits, or tribal/Indian health benefits). This age group was defined in order to exclude the Medicare population age 65 and older. However, 13.4 percent of Tulsa County adults ages 18-64 reported having no health coverage. This was lower than both Oklahoma (17.2 percent) and the US (20.0 percent). None of these regions met the Healthy People 2020 goal of universal coverage (no one without insurance). Saint Francis and Laureate Psychiatric Clinic and Hospital, Inc., in its mission to extend the presence and healing ministry of Christ in all we do, addresses these community health needs by providing charity care to those families meeting the 225% Federal Poverty Guidelines criteria. Additionally, the Xavier Medical Clinic, an entity fully owned and operated by Saint Francis Health System, offers the resources of volunteer physicians, pharmacists, nurses and other health professionals to women, children and men who are uninsured or underserved. Xavier Medical Clinic seeks to provide free, limited outpatient primary healthcare services, facilitate referrals to volunteer specialists, educate in good health practices and increase access to traditional healthcare. In addition, to help local women in need of prenatal care, the Xavier Medical Clinic also provides a pregnancy clinic with referrals for patients to local physicians for prenatal care. Patients at the Xavier Clinic are referred to Saint Francis Hospital for inpatient care including childbirth, as well as surgery and ancillary services. Saint Francis also holds several health fairs over the course of a year to disseminate health information and/or to provide health screenings to the community at large. Laureate Psychiatric Clinic and Hospital, Inc., Saint Francis Hospital, Inc., and Saint Francis Hospital South LLC will serve as acute care hubs for the patients that utilize the health systems primary, urgent, and specialty care at outlying locations. These are a few of the many ways the Saint Francis Health system is addressing the need for improving access to healthcare. Alcohol and drug use Substance abuse has a major impact on individuals, families, and communities, and contributes to poor public health outcomes. These costly social, physical, mental, and public health problems include teenage pregnancies, HIV/AIDS and other STDs, domestic violence, child abuse, motor vehicle accidents, physical fights, crime, homicide, and suicide. Estimates of individuals who have a substance abuse disorder are high, indicating the importance of prevention efforts and improved access to treatment for substance abuse. Overall, 2.3 percent of Tulsa County adults reported that they had been told by a healthcare or support service provider that they had an alcohol dependency, and a total of 2.3 percent of Tulsa County adults reported they had been told by a healthcare or support service provider that they had a drug dependency. These self-reported rates appear to be lower than most literature would suggest, lending support to the theory that mental health needs in general are a major area of need for both the service area and the nation as a whole. Laureate Psychiatric Clinic and Hospital, Inc. offers substance abuse counseling for adults on an inpatient basis, and adults and adolescents an outpatient basis to address alcohol and drug abuse. Other entities in the community addressing this issue include Parkside Psychiatric Hospital, Brookhaven Hospital, Indian Healthcare Resource Center of Tulsa, Oxford House, St. John Health System, Hillcrest Health System, Alcoholics Anonymous, Shadow Mountain Behavioral Health System, Tulsa Center for Behavioral Health and Family and Childrens Services. Chronic disease In the US, chronic diseases are the main causes of poor health, disability, and death, and account for most of healthcare expenditures. Chronic diseases are responsible for 7 out of 10 deaths each year, and treating people with chronic diseases accounts for 86 percent of our nations healthcare costs per the Centers for Disease Control and Prevention (CDC). Around half of adults in the US have at least one chronic condition and 26 percent have two or more conditions. The chronic disease burden in the US largely results from a short list of risk factors including socioeconomic status, tobacco use, poor diet and physical inactivity (both strongly associated with obesity) that can be effectively addressed for individuals and populations. To effectively and equitably address the chronic disease burden, public health and healthcare systems need to deploy integrated approaches that bundle strategies and interventions, address many risk factors and conditions simultaneously, create population wide changes, help the population subgroups most affected, and rely on implementation by many sectors, including public private partnerships and involvement from all stakeholders. Laureate Psychiatric Clinic and Hospital, Inc. is not addressing this issue; however, Saint Francis Health System offers a complete continuum of healthcare services. Almost 1,000 physicians on staff serve the patients of Saint Francis Health System through primary care medicine and advanced medical specialties. The physician providers of Saint Francis Hospital, Inc. and Saint Francis Hospital South, LLC will provide the service lines that cater to the needs of chronic disease patients which include: Cardiology, Oncology, Primary care, Pulmonology, Endocrinology, Mental health, Home health, Nephrology, Neurology and Radiology. Saint Francis is also increasing the number of employed physicians to manage the defined population in northeast Oklahoma. The affiliates within the Saint Francis Health system are addressing the community needs that contribute to the chronic diseases identified in the CNHA in an effort to educate and improve the community health. Other en Part V, Section B, Line 13b Patients who have been evaluated and identified to be financial assistance plan eligible and meet the criteria established by Laureate Psychiatric Clinic and Hospital, Inc., according to relevant circumstances, such as income, assets, or other resources available to the patient or patient's family are considered charity and therefore by hospital policy are not billed for any services. Part V, Section B, Lines 16a, b and c https://www.saintfrancis.com/Laureate-Psychiatric-Clinic/Pages/ Patients-and-Visitors/For-Patients/Patient-Billing.aspx Part V, Section B, Line 16i The billing statement includes information regarding financial assistance availability. Additionally, MyChart, a secure online tool that allows patients to connect with their personal health information 24/7, provides a link which takes the patient to the financial assistance letter and application form. Part V, Section B, Line 20e Proactive phone calls and statements are sent before collection actions are taken. Part V, Section B, Line 22d Amounts generally billed (AGB) are determined under the prospective method using Medicaid reimbursement rates. Additionally, a self-pay discount of 20% is provided on all charges. Part I, Line 3c Income based criteria is used as the basis in determining eligibility for free health services. Part I, Line 6a Saint Francis Health System, Inc. (System) 73-1501972, the parent organization of Laureate Psychiatric Clinic and Hospital, Inc. (LPCH), produces a consolidated community benefit report included in the Spring issue of the Saint Francis Health System Presence publication that is made available to the public through the organization's website at www.saintfrancis.com/pages/about-us/media %20gallery/Presence-Archieves.aspx Part I, Line 7 Costing Methodology: A ratio of patient care cost to charges, as determined in Worksheet 2, was used to report the amounts in Part I, Lines 7a 7c. For amounts reported on lines 7e 7i, actual expenses for each community benefit activity are tracked and reported using the organizations accounting general ledger and are not based on a cost to charge ratio. The number reflected on line 7, column (f) excludes bad debt expense. The supplemental hospital offset payment program (SHOPP) was created and implemented in calendar year 2011 for the purpose of assuring access to quality care for Oklahoma Medicaid members. The program is designed to assess Oklahoma hospitals, unless exempt, a supplemental hospital offset payment program fee. The collected fees are placed in pools and then allocated to hospitals based on Medicaid revenues as directed by legislation. The Oklahoma Health Care Authority (OHCA) does not guarantee the allocation will equal or exceed the amount of the supplemental hospital offset payment program fees that were paid by Laureate Psychiatric Clinic and Hospital, Inc. Part II: Community Building Activities Community building activities improve the communitys health and safety by addressing the root cause of health problems. These activities strengthen the communitys capacity to promote the health and well-being of its residents by offering the expertise and resources of the healthcare organization. Costs for these activities include cash donations and expenses for the development of a variety of community-building programs and partnerships. See Schedule O, General Statement 4 for additional information regarding the System and Laureate Psychiatric Clinic and Hospital, Inc. community building activities aimed at promoting the health of the community. Part III, Section A, Line 2 Laureate Psychiatric Clinic and Hospital, Inc. has an established process to determine the adequacy of the allowance for doubtful accounts that relies on a number of analytical tools and benchmarks to arrive at a reasonable allowance. No single statistic or measurement determines the adequacy of the allowance for doubtful accounts. Some of the analytical tools that Laureate Psychiatric Clinic and Hospital, Inc. utilizes include, but are not limited to, historical cash collection experience, revenue trends by payer classification, and revenue days in accounts receivable. Accounts receivable are written off after collection efforts have been followed in accordance with Laureate Psychiatric Clinic and Hospital, Inc.s policies. Part III, Section A, Line 3 The bad debt expense attributable to patients eligible under the organizations financial assistance policy is calculated from a sample review of all bad debt accounts and subsequent information. Part III, Section A, Line 4 The Saint Francis Health System, Inc. audited consolidated financial statements, which includes Laureate Psychiatric Clinic and Hospital, Inc.; provide a separate footnote addressing the organizations accounts receivable and allowance for doubtful accounts on pages 7, 8 and 9. Laureate Psychiatric Clinic and Hospital, Inc. reports bad debt in accordance with Generally Accepted Accounting Principles (GAAP). HealthCare Financial Management Associate Statement 15 is followed to the extent that bad debt expense at cost is determined using the same cost to charge ratio that is used to calculate charity care and Medicaid shortfalls. Discounts and allowances are accounted for separately from bad debt expense. Accounts receivable are valued at net realizable value. Laureate Psychiatric Clinic and Hospital, Inc. estimates the allowances for uncollectable accounts based on historic write-offs and the aging of the accounts. Part III, Section B, Line 8 Costing Methodology: Medicare allowable costs were calculated using a cost-to-charge ratio and the Medicare filed cost report. THE SHORTFALL ON SCHEDULE H, PART III, SECTION B, LINE 7 IS CONSIDERED COMMUNITY BENEFIT. Laureate Psychiatric Clinic and Hospital, Inc. PROVIDES SERVICES TO MANY LOW-INCOME MEDICARE RECIPIENTS. THE MEDICARE LOSSES SUSTAINED AT THE HOSPITAL ARE A RESULT OF MEDICARE REIMBURSING AT LESS THAN OPERATING COSTS. The supplemental hospital offset payment program (SHOPP) was created and implemented in calendar year 2011 for the purpose of assuring access to quality care for Oklahoma Medicaid members. The program is designed to assess Oklahoma hospitals, unless exempt, a supplemental hospital offset payment program fee. The collected fees are placed in pools and then allocated to hospitals based on Medicaid revenues as directed by legislation. The Oklahoma Health Care Authority (OHCA) does not guarantee the allocation will equal or exceed the amount of the supplemental hospital offset payment program fees that were paid by Laureate Psychiatric Clinic and Hospital, Inc. IRS REV. RUL. 69-545, WHICH ESTABLISHED THE COMMUNITY BENEFIT STANDARD FOR HOSPITALS, PROVIDES THAT IF A HOSPITAL SERVES PATIENTS COVERED BY GOVERNMENTAL HEALTH BENEFITS (INCLUDING MEDICARE), THEN THIS INDICATES THE HOSPITAL OPERATES TO PROMOTE THE HEALTH OF THE COMMUNITY IN TURN, TREATING MEDICARE PATIENTS IS CONSIDERED A COMMUNITY BENEFIT. Part III, Section C, Line 9B Laureate Psychiatric Clinic and Hospital, Inc.s debt collection policy is to pursue collections of patient balances from patients who have the ability to pay for the services. Laureate Psychiatric Clinic and Hospital, Inc. applies its collections efforts consistently and fairly to all patients regardless of insurance. Laureate Psychiatric Clinic and Hospital, Inc. works with those individuals who do not have the financial resources to pay outstanding balances to qualify for Laureate Psychiatric Clinic and Hospital, Inc.s charity policy. Charges to patients qualifying for charity care under the Laureate Psychiatric Clinic and Hospital, Inc. financial assistance policy are written-off 100 percent. Part VI, Line 2 Needs Assessment One of Laureate Psychiatric Clinic and Hospital, Inc.s fundamental operational goals is to identify and address the needs of the defined community that it serves. Justice is one of the core values of Laureate Psychiatric Clinic and Hospital, Inc. and Saint Francis Health System, Inc. (System). It calls for the organization to advocate for systems and structures that are attuned to the needs of the vulnerable and disadvantaged and to promote a sense of community among all persons. To effectively do this requires that the System: 1. Gather and obtain information identifying those needs; and 2. Develop programs and services that address and provide access to those in greatest need of healthcare services. Historically, the Systems focus has been caring for those who are sick or vulnerable. In order to make informed decisions on how to care for the sick, at-risk and minority populations, the System must first identify priority health needs. During the fiscal year 2016, the System conducted a Community Health Needs Assessment (CHNA) to address the healthcare needs of the community for each of its licensed hospital facilities and developed an implementation strategy to address the needs identified in the CHNA. The assessment is a compilation of national survey results, health information databases, government data, and analytical feedback from state and local partners. This data is used to identify potential courses of action based on existing healthcare facilities, available resources with the community, and capabilities of the community in terms of both socioeconomic and education status. Providing access to comprehensive, quality health services; providing effective treatments and services in the community for substance abuse disorders and mental health disorders; promoting the prevention of disease; reducing obesity and promoting healthy eating; cessation of tobacco use; and promoting the health of low-income and at-risk communities are among the public health issues that the assessment seeks to prioritize. The CHNA and implementation strategies are available to the public on the Systems website at www.saintfrancis.com/Documents/CHNA.pdf. Part VI, Line 3 Patient education of eligibility for assistance The System is committed to promoting health in the community including providing or finding financial assistance programs to assist patients. The System uses a multi-faceted approach to educate our patients on the availability of charity as well as state and federal financial assistance. This includes several ways including, but not limited to, the following: - A brochure titled "Patient Financial Policy" on financial rights and responsibility is provided to every patient at the time of their registration and is available on the System website. The brochure provides financial assistance program details. - The financial assistance policy, plain language summary, and application are posted on the Laureate Psychiatric Clinic and Hospital, Inc. and System websites in English and the Limited English Proficiency languages of the Primary Service Area (PSA). - The System prints a phone number where patients can obtain information about financial assistance on the back of the billing invoices. - Self-pay patients are visited by a financial counselor upon discharge to verify their self-pay status. The financial counselor works with the self-pay patients to determine if the patient may qualify for assistance under a government sponsored plan. If the patient does not qualify for a government sponsored plan then the financial counselor works with the patient to determine if they qualify for charity based on the Systems charity policy. - The System offers the charity policy, as well as payment options as part of the patient responsibility during the follow up collection calls. Part VI, Line 4 Community information The Primary Service Area (PSA) of the System consists of Tulsa County, where a significant majority of inpatient admissions originate. The tertiary service area includes the whole eastern Oklahoma. The most recent needs assessment of fiscal year 2016 identified approximately 630,000 people in the PSA. Over one-quarter of Tulsa County residents are under the age of 18, and 13 percent of the population is over the age of 65. Both of these figures indicate that the PSA has a slightly younger population than both the state of Oklahoma and the nation as a whole. The PSA is comprised of the following representation: - 64% Caucasian - 12% Hispanic or Latino - 11% African-American - 7% Native-Americans - 6% Two or more races In 2014, the median household income in Tulsa County was $50,460, (about 6% below the US median) and the mean household income was $70,200 (about 7 percent below the US average). Over one-third of all households earn less than $35,000 per year. The per capita income is slightly below the national median, but higher than the average for Oklahoma. Approximately 15 percent of the PSAs population live in poverty, with the number climbing to almost 22 percent for those under 18. Nearly 13 percent of households in the county received food stamps/Supplemental Nutrition Assistance Program (SNAP) benefits within 2015. The uninsured rate in Tulsa County is approximately 15 percent. Of those in the PSA that do have insurance, 65 percent hold private insurance policies. Distressingly, when narrowing focus to the PSA civilian population age 18 to 64 that participates in the labor force, the uninsured rate rises to nearly 18 percent. During Oklahomas 2014 fiscal year, there were 1,033,114 unduplicated Medicaid enrollees; meaning over 26 percent of the states population was enrolled in the Medicaid program at some point in time. Tulsa County was home to 164,327 of those unduplicated enrollees. Part VI, Line 5 Promotion of community health Laureate Psychiatric Clinic and Hospital, Inc. is part of an integrated health care delivery system with the mission of extending the presence and healing ministry of Christ in all we do. The System, as a Catholic organization, seeks to reflect the presence of Christ in every personal and corporate encounter. Laureate Psychiatric Clinic and Hospital, Inc. is dedicated to giving back to the community in which its employees live and work. This can be seen through Laureate Psychiatric Clinic and Hospital, Inc.s promotion of community health through community events such as health fairs, and sponsored conferences and seminars on mental health issues. Laureate Psychiatric Clinic and Hospital, Inc. is also an active member of the Mental Health Association of Tulsa. The System and Laureate Psychiatric Clinic and Hospital, Inc. governing body is comprised of community representatives on the Board of Directors that provide leadership and governance for the organization. The Board of Directors has the overall responsibility for the charitable and the Mission of Laureate Psychiatric Clinic and Hospital, Inc. and the other entities that are part of the Systems integrated health system. The members of the Board of Directors are selected based on their areas of expertise and experience including such areas as education, research, business and government. The members of the governing body contribute their wisdom, insights, and expertise to ensure the organization is fulfilling its mission and charitable purpose while providing efficient administrative support services and direction for the system. The goal of the System is to sustain and grow its technology, to attract talented healthcare professionals from across the country and to provide high quality patient care to all the residents of Northeastern Oklahoma and the neighboring states we serve. Part VI, Line 6 Affiliated healthcare system Laureate Psychiatric Clinic and Hospital, Inc. is part of the Systems integrated health system. Annually, Laureate Psychiatric Clinic and Hospital, Inc. admits approximately 2,800 patients and provides over 64,000 outpatient visits for psychiatric services. See Schedule O, General Statement 4 for additional information regarding the Saint Francis health system and their roles within the system. Part VI, Line 7 State filing of community benefit report The System, which includes Laureate Psychiatric Clinic and Hospital, Inc., publishes a community benefit report in Oklahoma. A written report included in the Spring issue of the Saint Francis Health System Presence publication is distributed to households across Eastern Oklahoma and to all System locations for public display and pick up to help educate the community on the benefits that Laureate Psychiatric Clinic and Hospital, Inc. and the System provide to the communities we serve in return for our not-for-profit status. X X true true X X X X false true false false false false false false false Jake Henry Jr PRESIDENT/CEO/DIRECTOR 0 973985 0 1100291 0 56924 0 65274 0 12112 0 2208586 0 0 Barry L Steichen VICE PRESIDENT/COO/DIRECTOR 0 636785 0 286465 0 12277 0 148153 0 15020 0 1098700 0 0 Jeffrey C Sacra Assistant Secretary 0 214496 0 79462 0 4135 0 53725 0 3914 0 355732 0 0 Eric E Schick TREASURER/CFO 0 417144 0 175413 0 4124 0 186254 0 15020 0 797955 0 0 Thomas G Neff SECRETARY 0 308756 0 147609 0 16621 0 79345 0 14811 0 567142 0 0 William Schloss Administrator 345905 0 171586 0 7922 0 84819 0 14819 0 625051 0 0 0 Katherine Godwin MD Physician 289493 0 2226 0 0 0 33250 0 19201 0 344170 0 0 0 Thomas Luiskutty MD Physician 5460 849397 0 2226 0 0 0 24251 0 18670 5460 894544 0 0 Michael McLaughlin MD Physician 90100 432182 0 2226 0 13880 9010 24241 214 643 99324 473172 0 0 Scott Moseman MD Physician 348919 0 2226 0 780 0 33250 0 5000 0 390175 0 0 0 Heather Hall MD Physician 296239 0 2226 0 180 0 33251 0 15757 0 347653 0 0 0 Robert Eli Smith FORMER ASSISTANT SECRETARY 0 190163 0 0 0 3098 0 25805 0 1359 0 220425 0 0 PART I, LINE 1A CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II PARTICIPATED IN KEY BUSINESS ACTIVITIES ACCOMPANIED BY THEIR SPOUSE. ADDITIONALLY, THESE SAME INDIVIDUALS MAY HAVE INCURRED PERSONAL EXPENSES RELATED TO THESE KEY BUSINESS ACTIVITIES. WITH PROPER DOCUMENTATION AND APPROVAL, SAINT FRANCIS HEALTH SYSTEM, INC., INCLUDES THESE REIMBURSEMENTS AS W-2 WAGES FOR THE EMPLOYEE. THESE WAGES ARE GROSSED UP TO PROVIDE TAX INDEMNIFICATION TO THE EMPLOYEE. PART I, LINE 4B A SELECT GROUP OF HIGHLY COMPENSATED EMPLOYEES OF SAINT FRANCIS HEALTH SYSTEM, INC., AND ITS RELATED ENTITIES, SAINT FRANCIS HOSPITAL, INC., LAUREATE PSYCHIATRIC CLINIC AND HOSPITAL, INC., WARREN CLINIC, INC., SAINT FRANCIS HOSPITAL SOUTH, LLC, SAINT FRANCIS HOME HEALTH, INC., THE CHILDREN'S HOSPITAL FOUNDATION AT SAINT FRANCIS, AND WARREN CANCER RESEARCH FOUNDATION ARE ELIGIBLE TO PARTICIPATE IN A NONQUALIFIED DEFERRED COMPENSATION PLAN UNDER SECTIONS 457(B) AND 457(F) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED UNDER THE ECONOMIC GROWTH AND TAX RELIEF RECONCILIATION ACT OF 2001. NONE OF THE INDIVIDUALS LISTED ON SCHEDULE J ARE COMPENSATED AS BOARD MEMBERS OF THE REPORTING ENTITY. THE REPORTED COMPENSATION OF THE BOARD MEMBERS IS FOR SERVICES AS EMPLOYEES OF A RELATED ORGANIZATION. PROGRAM SERVICE ACCOMPLISHMENTS FORM 990, PART III, LINE 4A LAUREATE PSYCHIATRIC CLINIC AND HOSPITAL, INC. IS A MEMBER OF SAINT FRANCIS HEALTH SYSTEM, INC. (SYSTEM). THE SYSTEM IS A CATHOLIC, NOT-FOR-PROFIT HEALTH SYSTEM WHOSE MISSION IS TO EXTEND THE PRESENCE AND HEALING MINISTRY OF CHRIST IN ALL WE DO. Laureate Psychiatric Clinic and Hospital, Inc.'S ACCOMPLISHMENTS INCLUDE INDIVIDUAL PHYSICIANS PROVIDING INPATIENT/OUTPATIENT SERVICES. Laureate Psychiatric Clinic and Hospital, Inc. PROVIDES EVALUATION AND MEDICINE MANAGEMENT THROUGH USE OF PHYSICIAN, NURSE PRACTITIONER, AND PHYSICIAN ASSISTANT PROVIDERS. IN ADDITION, Laureate Psychiatric Clinic and Hospital, Inc. OFFERS OUTPATIENT MENTAL HEALTH THERAPY THROUGH USE OF NON-PHYSICIAN PROVIDERS SUCH AS PSYCHOLOGISTS, SOCIAL WORKERS, LICENSED PROFESSIONAL COUNSELORS, LICENSED MARITAL AND FAMILY THERAPISTS, AND LICENSED ALCOHOL AND DRUG COUNSELORS. IN FISCAL YEAR 2016, Laureate Psychiatric Clinic and Hospital, Inc. PROVIDED 31,175 PHYSICIAN OUTPATIENT VISITS AND 26,806 THERAPISTS AND PHD VISITS. FORM 990, PART III, LINE 4B ACUTE PSYCHIATRIC CARE SERVICES: Laureate Psychiatric Clinic and Hospital, Inc. PROVIDES NEEDED HIGH QUALITY, COST EFFECTIVE PSYCHIATRIC CARE SERVICES TO THE COMMUNITY REGARDLESS OF ANY INDIVIDUAL'S ABILITY TO PAY. TREATMENT SERVICES INCLUDE, BUT ARE NOT LIMITED TO, EVALUATION AND DIAGNOSIS, ACUTE PSYCHIATRIC CARE, INTERMEDIATE AND LONG-TERM CARE, AND CHEMICAL DEPENDENCY CARE TO RESIDENTS OF OKLAHOMA; PRIMARILY TULSA AND THE SURROUNDING AREAS. ASSESSMENT, STABILIZATION, AND DISCHARGE PLANNING ARE THE MAIN GOALS OF THE TREATMENT PROCESS. LENGTH OF HOSPITALIZATION VARIES DEPENDING UPON DIAGNOSIS, AGE OF PATIENT, AND SEVERITY OF ILLNESS. IN FISCAL YEAR 2016, LPCH PROVIDED 19,201 DAYS OF ACUTE PATIENT CARE AND 2,580 ADMISSIONS. FORM 990, PART III, LINE 4C EATING DISORDERS PROGRAM: Laureate Psychiatric Clinic and Hospital, Inc. OFFERS A NATIONALLY RECOGNIZED EATING DISORDERS PROGRAM PROVIDING TREATMENT OF VARIOUS EATING-RELATED DIFFICULTIES TO PATIENTS FROM AROUND THE COUNTRY. THE GOALS OF TREATMENT INCLUDE MANAGING EATING DISORDERS, STABILIZING CHAOTIC EATING BEHAVIORS, DEVELOPING EMOTIONAL SATISFACTION, AND HEIGHTENING AWARENESS OF SELF AND RELATIONSHIPS WITH OTHERS. Laureate Psychiatric Clinic and Hospital, Inc. PROVIDES COMPREHENSIVE SERVICES FOR ADULTS AND ADOLESCENTS FOR THEIR FULL CONTINUITY OF CARE, WHICH INCLUDE THE INTENSIVE PROGRAM, THE MAGNOLIA HOUSE, TRANSITIONAL PROGRAM, AND THE OUTPATIENT PROGRAM. IN FISCAL YEAR 2016, Laureate Psychiatric Clinic and Hospital, Inc. PROVIDED 171 ADMISSIONS TO THIS PROGRAM. FORM 990, PART V, LINE 2B SAINT FRANCIS PAYROLL SERVICES, LLC, EIN 45-0470422, HAS BEEN AUTHORIZED TO ACT AS A COMMON PAY AGENT UNDER SECTION 3504 OF THE INTERNAL REVENUE CODE FOR Laureate Psychiatric Clinic and Hospital, Inc. EFFECTIVE JULY 1, 2002, IN ACCORDANCE WITH REVENUE PROCEDURE 70-6, 1970-1 C.B. 420. SAINT FRANCIS PAYROLL SERVICES, LLC ASSUMED REPORTING OBLIGATIONS FOR FEDERAL INCOME TAX, SOCIAL SECURITY, MEDICARE WITHHOLDING TAX PURPOSES AS WELL AS ADVANCE PAYMENT OF EARNED INCOME CREDIT FOR Laureate Psychiatric Clinic and Hospital, Inc. AND YEAR-END REPORTING EFFECTIVE JULY 1, 2002. FORM 990, PART VI, SECTION A, LINE 2 DESCRIPTION OF RELATIONSHIPS MANY OF THE PERSONS LISTED ON PART VII HAVE A "BUSINESS RELATIONSHIP" WITH EACH OTHER BY VIRTUE OF SERVING ON RELATED SYSTEM ENTITY BOARDS AND OTHER CORPORATION BOARDS. THE ORGANIZATION HAS DETERMINED THESE ASSOCIATIONS DO NOT PRESENT A CONFLICT OF INTEREST. JAKE HENRY JR., AN OFFICER AND DIRECTOR, SERVES ON OTHER BOARDS OUTSIDE OF THE SYSTEM WITH WILLIAM K. WARREN JR., A TRUSTEE, AND W.R. LISSAU, A DIRECTOR. FORM 990, PART VI, SECTION A, LINE 3 THE DIRECTOR FUNCTIONS ARE DELEGATED TO THE SYSTEM BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS THREE TRUSTEES WHO ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS THREE TRUSTEES WHO ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD OF DIRECTORS AND A MAJORITY OF THE TRUSTEES APPROVE THE SALE OF CORPORATE ASSETS VALUED AT $10,000,000 OR MORE. THE TRUSTEES HAVE SOLE AUTHORITY TO: - AMEND THE CERTIFICATE OF INCORPORATION - APPROVE MERGERS OR CONSOLIDATIONS - APPROVE THE SALE, LEASE OR TRANSFER OF ALL, OR SUBSTANTIALLY ALL, OF THE ASSETS OF THE CORPORATION - THE DISSOLUTION OF CORPORATION - AMENDMENT OF BYLAWS FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE, A SUB-COMMITTEE OF THE SAINT FRANCIS HEALTH SYSTEM INC., FOR WHICH Laureate Psychiatric Clinic and Hospital, Inc. IS A MEMBER, HAS ACCESS TO REVIEW THE PASSWORD PROTECTED FORM 990 ONLINE PRIOR TO FILING THE FORM WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C A REQUEST FOR INFORMATION ON POTENTIAL CONFLICTS IS SOLICITED ANNUALLY FROM DIRECTORS, TRUSTEES AND ALL EMPLOYEES AT MANAGER LEVEL AND ABOVE TO MONITOR FOR PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND DEALING WITH POTENTIAL OR ACTUAL CONFLICTS. THERE ARE NO CONFLICTS REPORTED SPECIFIC TO THIS ORGANIZATION. CONFLICTS ARE REGULARLY DISCLOSED AND ADDRESSED. FORM 990, PART VI, SECTION B, LINES 15A AND 15B COMPENSATION OF OFFICIALS AND KEY EMPLOYEES ARE ANNUALLY REVIEWED AND APPROVED BY A COMMITTEE OF DIRECTORS WITH GUIDANCE FROM INDEPENDENT CONSULTANTS AND USE OF COMPARATIVE DATA. FORM 990, PART VI, SECTION C, LINE 19 THESE REQUESTS ARE DETERMINED ON A CASE-BY-CASE BASIS. FORM 990, PART VII, SECTION A THE HOURS PER WEEK REPORTED ON FORM 990, PART VII FOR OFFICERS AND DIRECTORS ARE THE HOURS SPENT ON THE FILING ENTITY ONLY. THE REMAINING PORTION OF THE 40 HOURS PER WEEK OF THE OFFICERS AND DIRECTORS WITH RELATED COMPENSATION IS ALLOCATED AMONG THE ENTITIES REPORTED ON SCHEDULE R. FORM 990, PART XI, LINE 9 THE CHANGE IN FUND BALANCE OF ($3,750,268) WAS NET EQUITY TRANSFER OF ($3,747,171) AND NONCASH CONTRIBUTIONS NOT BOOKED OF ($3,097). Saint Francis Hospital Inc 6600 S Yale Avenue Suite 400 Tulsa OK 741363319 730700090 Health SVCS OK 501(C)(3) 3 SFHS true Warren Clinic Inc 6600 S Yale Avenue Suite 400 Tulsa OK 741363319 731310891 Health SVCS OK 501(C)(3) 3 SFHS true Saint Francis Health System Inc 6600 S Yale Avenue Suite 400 Tulsa OK 741363319 731501972 Health SVCS OK 501(C)(3) 11B TYPE II NA false Saint Francis Hospital South LLC 6600 S Yale Avenue Suite 400 Tulsa OK 741363319 010603214 Health SVCS OK 501(C)(3) 3 SFHS true The Children's Hosp Fdn at Saint francis 6600 S Yale Avenue Suite 400 Tulsa OK 741363319 202843418 Health SVCS OK 501(C)(3) 11A TYPE I SFHS true LAUREATE INSTITUTE FOR BRAIN RESEARCH 6655 S YALE AVE TULSA OK 741363319 731328881 MEDICAL RSRCH OK 501(C)(3) 4 na true LAUREATE MENTAL HEALTH CORPORATION PO BOX 470372 TULSA OK 74147 731328882 FUNDING HLTH OK 501(C)(3) 11C III-FI NA true LAUREATE BUILDING CORPORATION PO BOX 470372 TULSA OK 74147 731478020 HOLDING CO OK 501(C)(2) LMHC true Saint Francis Payroll Services LLC 6600 S Yale Avenue Suite 400 Tulsa OK 741363319 450470422 Common Pay Agent OK SFHS C Corp 0 0 true Saint Francis HLTH SYS Gen-PROF LIA PO BOX 3038 MILWAUKEE WI 53215 756583874 SELF INSURANCE OK SFHS Trust 0 0 true XAVIER INSURANCE COMPANY INC 76 ST PAUL ST STE 500 BURLINGTON VT 054014477 030333599 CAPTIVE INSURANCE VT SFHS C CORP 0 0 true false true true false false false false false false false false true true true true true true true true SAINT FRANCIS HOSPITAL INC l 377346 TRANS REVIEW SAINT FRANCIS HOSPITAL INC m 2126474 TRANS REVIEW SAINT FRANCIS HOSPITAL INC p 71274116 TRANS REVIEW SAINT FRANCIS HOSPITAL INC q 39856472 TRANS REVIEW SAINT FRANCIS HOSPITAL INC r 30140615 TRANS REVIEW SAINT FRANCIS HOSPITAL INC s 6683617 TRANS REVIEW SAINT FRANCIS HEALTH SYSTEM INC B 3571982 TRANS REVIEW WARREN CLINIC INC Q 303606 TRANS REVIEW WARREN CLINIC INC M 346408 TRANS REVIEW WARREN CLINIC INC P 256341 TRANS REVIEW SAINT FRANCIS HOSPITAL SOUTH LLC Q 195833 TRANS REVIEW SAINT FRANCIS HOSPITAL SOUTH LLC P 148254 TRANS REVIEW