UPPER VALLEY MEDICAL CENTER: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
UPPER VALLEY MEDICAL CENTER (EIN 31-0537095)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-06
IRS object ID
202523109349303217
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-06T13:46:44-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN310537095EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UPPER VALLEY MEDICAL CENTERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUPPEBusinessNameControlTxt
Phone9374999942PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110 N MAIN ST 200AddressLine1Txt
CityDAYTONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45402ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJ MICHAEL SIMSPersonNm
Person TitleSYSTEM VP & CORP. CONTROLLERPersonTitleTxt
Phone9374999942PhoneNum
Signature2025-11-06SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKEVIN HARLANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13130 N COUNTY RD 25 AAddressLine1Txt
CityTROYCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45373ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$242,335,731GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.PREMIERHEALTH.COMWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1926FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionSEE PART III, LINE 1ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent1VotingMembersIndependentCnt
Total Employee1379TotalEmployeeCnt
Total Volunteers45TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$174,338PYContributionsGrantsAmt
CY Contributions Grants$1,004,477CYContributionsGrantsAmt
PY Program Service Revenue$155,108,597PYProgramServiceRevenueAmt
CY Program Service Revenue$171,873,664CYProgramServiceRevenueAmt
PY Investment Income$5,602,288PYInvestmentIncomeAmt
CY Investment Income$5,880,883CYInvestmentIncomeAmt
PY Other Revenue$2,615,687PYOtherRevenueAmt
CY Other Revenue$1,196,184CYOtherRevenueAmt
PY Total Revenue$163,500,910PYTotalRevenueAmt
CY Total Revenue$179,955,208CYTotalRevenueAmt
PY Grants And Similar Paid$3,225,075PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$7,815,624CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$61,417,156PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$72,880,303CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$74,380,029PYOtherExpensesAmt
CY Other Expenses$73,815,349CYOtherExpensesAmt
PY Total Expenses$139,022,260PYTotalExpensesAmt
CY Total Expenses$154,511,276CYTotalExpensesAmt
PY Revenues Less Expenses$24,478,650PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$25,443,932CYRevenuesLessExpensesAmt
Total Assets BOY$195,749,465TotalAssetsBOYAmt
Total Assets EOY$405,463,495TotalAssetsEOYAmt
Total Liabilities BOY$119,267,829TotalLiabilitiesBOYAmt
Total Liabilities EOY$110,100,100TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$76,481,636NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$295,363,395NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionWE CARE. WE TEACH. WE INNOVATE. WE SERVE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant ChangeYes (1)SignificantChangeInd
Expense$148,683,639ExpenseAmt
Grant$7,815,624GrantAmt
Revenue$171,873,664RevenueAmt
DescTHE PRIMARY EXEMPT PURPOSE OF UPPER VALLEY MEDICAL CENTER IS TO PROVIDE COMPREHENSIVE INPATIENT, OUTPATIENT, AND EMERGENCY HEALTH CARE SERVICES TO THE RESIDENTS OF CHAMPAIGN, DARKE, MIAMI, AND SHELBY COUNTIES. THE HOSPITAL FURTHERS ITS TAX-EXEMPT PURPOSE BY PROMOTING THE HEALTH OF THE COMMUNITY IN MANY WAYS. SEE SCHEDULE H FOR MORE INFORMATION.Desc
Total Program Service Expenses$148,683,639TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate HospitalYes (1)OperateHospitalInd
Audited Financial Stmt AttYes (1)AuditedFinancialStmtAttInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1379EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member1IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1J MICHAEL SIMSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9374999942PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110 N MAIN ST 200AddressLine1Txt
CityDAYTONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45402ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
MICHAEL C RIORDAN
PREMIER PRES & CEO10.0030.00Yes (X)$0$1,543,400$36,349
KEVIN W HARLAN
PRESIDENT19.0020.50Yes (X)$0$834,770$20,947Yes (X)
ROBERT M KOHUT MD
TRUSTEE0.5039.50Yes (X)$0$712,770$15,448
LAKMALI C RANATHUNGA
TRUSTEE & CMO40.000.00Yes (X)$549,113$0$27,819
TRISHA L WACKLER
TRUSTEEE & CNO40.000.00Yes (X)$430,205$0$32,725
JIGAR PATEL MD
TRUSTEE0.5039.50Yes (X)$0$369,939$32,576
SCOTT SWABB DO
TRUSTEE0.500.00Yes (X)$0$75,000$0
APRIL ANDERSON MD
TRUSTEE0.500.00Yes (X)$0$35,300$0
EBBA RAJAB MD
BOARD CHAIR0.500.00Yes (X)$0$1,100$0Yes (X)
DIANNE RUHENKAMP
BOARD TREASURER39.001.00$178,175$0$28,450Yes (X)
ELIZABETH D WILFONG
BOARD SECRETARY0.5039.50$0$187,502$1,609Yes (X)
KEITH D BRICKING MD
EVP & CHIEF CLINICAL OFFICER10.0030.00$0$1,168,492$67,475Yes (X)
MARY M CLANCY
CHIEF DIGITAL & INFORMATION OFFICER10.0030.00$0$730,195$58,862Yes (X)
J MICHAEL SIMS
SYS VP & CORPORATE CONTROLLER9.0031.00$0$635,424$50,996Yes (X)
LISA M GOSSETT
VP NURSING/CNO/PATIENT EXP-PH10.0030.00$0$614,633$36,325Yes (X)
CARA W POWERS
CHIEF LEGAL OFFICER9.0031.00$0$588,710$51,822Yes (X)
AMANDA K ADKINS-RICCI
SYSTEM VP REVENUE CYCLE10.0030.00$0$393,531$25,566Yes (X)
DUANNA R OSTING
PRES/EXEC DIR-UVMC FOUNDATION10.000.00$211,930$0$26,548Yes (X)
DENISE R HERKINS
DIR-NURSING-SURGERY/TELE-UVMC40.000.00$208,073$0$28,301Yes (X)
TERESA A GULKER
DIR NRS-WMS SRVC-BEH HLTH-UVMC40.000.00$212,930$0$23,430Yes (X)
RYAN E MCELDOWNEY
CLINICAL STAFF PHARMACIST I40.000.00$198,038$0$36,104Yes (X)
MIKI L GILLESPIE
RESP THERP III - REG40.000.00$193,143$0$31,861Yes (X)
FAYEZ D ABBOUD MD
FORMER TRUSTEE & OFFICER0.0040.00$0$692,827$34,534Yes (X)
GEOFFREY P WALKER
FORMER KEY EMPLOYEE0.0040.00$0$739,507$34,512Yes (X)
ELAINE LAINIE M DEAN
FORMER KEY EMPLOYEE0.0040.00$0$658,980$43,753Yes (X)
BILLIE L LUCENTE-BAKER
FORMER KEY EMPLOYEE0.0040.00$0$370,826$36,241Yes (X)
MARC R BELCASTRO MD
FORMER KEY EMPLOYEE0.000.50$0$361,466$11,044Yes (X)
GARY G GINTER
FORMER KEY EMPLOYEE0.000.00$0$232,887$10,065Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,181,607TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$10,947,259TotReportableCompRltdOrgAmt
Total Other Compensation$803,362TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K106IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,004,477AllOtherContributionsAmt
Noncash Contributions$877,102NoncashContributionsAmt
Total Contributions$1,004,477TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
NET PATIENT SERVICE REVENUE621110$90,833,180$90,833,180
MEDICARE / MEDICAID621110$80,874,154$80,874,154
ATHLETIC TRAINING900099$137,000$137,000
MEDICAL RECORDS900099$26,909$26,909
HOSP FRANCHISE TAX RECOVERIES900099$2,421$2,421
FieldValueIRS element (for citing)
Total Program Service Revenue$171,873,664TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,162,893TotalRevenueColumnAmt
Exclusion$2,162,893ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$4,048,675RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$2,977,366RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$1,071,309RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,071,309TotalRevenueColumnAmt
Exclusion$1,071,309ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$62,559,092SecuritiesAmt
Other$348,133OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$58,955,929SecuritiesAmt
Other$233,306OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$3,603,163SecuritiesAmt
Other$114,827OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,717,990TotalRevenueColumnAmt
Exclusion$3,717,990ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$213,923GrossSalesOfInventoryAmt
Cost Of Goods Sold$213,922CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1TotalRevenueColumnAmt
Exclusion$1ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
FEMA REVENUE900099$73,991$73,991
STERILE PROCESSING900099$20,590$20,590
EMS EDUCATION900099$9,353$9,353

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$20,940TotalRevenueColumnAmt
Exclusion$20,940ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$124,874OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$179,955,208TotalRevenueColumnAmt
Related Or Exempt Func Income$171,873,664RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$7,077,067ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$7,815,624TotalAmt
Program Services$7,815,624ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,246,487TotalAmt
Program Services$1,039,862ProgramServicesAmt
Management And General$206,625ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$52,553,992TotalAmt
Program Services$49,721,829ProgramServicesAmt
Management And General$2,832,163ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$10,995,931TotalAmt
Program Services$10,374,853ProgramServicesAmt
Management And General$621,078ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$4,225,767TotalAmt
Program Services$3,987,085ProgramServicesAmt
Management And General$238,682ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$3,858,126TotalAmt
Program Services$3,640,209ProgramServicesAmt
Management And General$217,917ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$155,222TotalAmt
Program Services$155,222ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$7,362TotalAmt
Management And General$7,362ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$4,404TotalAmt
Management And General$4,404ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$304,381TotalAmt
Management And General$304,381ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$30,409,158TotalAmt
Program Services$29,690,384ProgramServicesAmt
Management And General$718,774ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$176,098TotalAmt
Program Services$176,098ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$490,358TotalAmt
Program Services$225,367ProgramServicesAmt
Management And General$264,991ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$856,654TotalAmt
Program Services$685,480ProgramServicesAmt
Management And General$171,174ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$4,683,763TotalAmt
Program Services$4,606,263ProgramServicesAmt
Management And General$77,500ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$45,159TotalAmt
Program Services$38,114ProgramServicesAmt
Management And General$7,045ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$1,648,901TotalAmt
Program Services$1,648,901ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$9,813,853TotalAmt
Program Services$9,813,853ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$181,251TotalAmt
Program Services$157,748ProgramServicesAmt
Management And General$23,503ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
OPERATING SUPPLIES$18,974,939$18,974,939
HOSPITAL FRANCHISE TAX$4,464,366$4,464,366
REPAIRS AND MAINTENANCE$1,138,290$1,136,012$2,278
MINOR EQUIPMENT$189,627$188,842$785

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$271,563TotalAmt
Program Services$142,588ProgramServicesAmt
Management And General$128,975ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$154,511,276TotalAmt
Program Services$148,683,639ProgramServicesAmt
Management And General$5,827,637ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,560BOYAmt
EOY$555EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$616,219BOYAmt
EOY$587,186EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$24,688,757BOYAmt
EOY$22,245,381EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$1,230,000BOYAmt
EOY$1,140,333EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$1,211,605BOYAmt
EOY$1,100,303EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,840,737BOYAmt
EOY$1,409,022EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$239,548,469LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$160,344,374LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$75,977,719BOYAmt
EOY$79,204,095EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$62,847,819BOYAmt
EOY$208,381,167EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$26,716,606BOYAmt
EOY$90,841,340EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$617,443BOYAmt
EOY$554,113EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$195,749,465BOYAmt
EOY$405,463,495EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$11,984,777BOYAmt
EOY$11,397,139EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$813,277BOYAmt
EOY$5,012,930EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$53,652,265BOYAmt
EOY$52,892,426EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$537,668BOYAmt
EOY$1,290,452EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$52,279,842BOYAmt
EOY$39,507,153EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$119,267,829BOYAmt
EOY$110,100,100EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$76,481,636BOYAmt
EOY$295,363,395EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$76,481,636BOYAmt
EOY$295,363,395EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$195,749,465BOYAmt
EOY$405,463,495EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$25,443,932ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,996,855NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$191,440,972OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other OrganizationsYes (1)GrantsOtherOrganizationsInd
Grants Other Organizations$4,404GrantsOtherOrganizationsAmt
Direct Contact Legislators0DirectContactLegislatorsInd
Rallies Demonstrations0RalliesDemonstrationsInd
Other Activities0OtherActivitiesInd
Total Lobbying Expenditures$4,404TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1, LOBBYING ACTIVITIES:FormAndLineReferenceDesc
ExplanationPAYMENTS FOR LOBBYING ACTIVITIES INCLUDE DUES PAID TO GREATER DAYTON AREA HOSPITAL ASSOCIATION AND OHIO HOSPITAL ASSOCIATION.ExplanationTxt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,785,926OtherCostOrOtherBasisAmt
Book Value$1,785,926BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$157,464,959OtherCostOrOtherBasisAmt
Depreciation$105,502,237DepreciationAmt
Book Value$51,962,722BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$66,808,745OtherCostOrOtherBasisAmt
Depreciation$54,842,137DepreciationAmt
Book Value$11,966,608BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$13,488,839OtherCostOrOtherBasisAmt
Book Value$13,488,839BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$79,204,095TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescALTERNATIVE INVESTMENTSDesc
Book Value$90,841,340BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$90,841,340TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (9 entries)

DescDescAmtAmt
DUE TO AFFILIATES$25,751,294
PENSION OBLIGATION & DEFERRED COMP$8,335,097
MALPRACTICE INSURANCE$3,420,240
LOAN GUAR & OTHER LTL$702,681
SETTLEMENT - 3RD PARTY PAYOR$697,913
RETAINAGE FOR CONSTRUCTION$369,431
MEDICAL STAFF FEE ACCRUAL$111,600
WORKERS COMPENSATION$85,653
OTHER$33,244
FieldValueIRS element (for citing)
Total Liability$39,507,153TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE FOLLOWING FOOTNOTE IS FROM THE 2024 CONSOLIDATED AUDITED FINANCIAL STATEMENTS FOR PREMIER HEALTH (PHP) AND AFFILIATES. PHP IS THE SOLE MEMBER OF UPPER VALLEY MEDICAL CENTER (UPPER VALLEY). PHP HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE TO BE A TAX-EXEMPT NON-PROFIT CORPORATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AS A TAX-EXEMPT ORGANIZATION, ITS INCOME IS EXEMPT FROM FEDERAL INCOME TAX EXCEPT TO THE EXTENT OF ANY UNRELATED BUSINESS ACTIVITIES. PHP CONSOLIDATES CERTAIN SUBSIDIARIES WHICH ARE FOR-PROFIT CORPORATIONS SUBJECT TO FEDERAL INCOME TAXES. THESE ARE: * PREMIER HEALTH HOLDING COMPANY (PHHC) (WHOLLY OWNED SUBSIDIARY OF PHP) * MVHE, INC., (AND ITS WHOLLY OWNED SUBSIDARY EXTENDED CARE), SAMARITAN FAMILY CARE, INC., PREMIER HEALTH SPECIALISTS, INC. AND PREMIER HEALTH URGENT CARE, INC. (WHOLLY OWNED SUBSIDIARIES OF PHHC) MANAGEMENT ANNUALLY REVIEWS THE TAX POSITIONS AND HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS.ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionCENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,RegionTxt
Offices0OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedPROGRAM SERVICESTypeOfActivitiesConductedTxt
Specific Services ProvidedINSURANCESpecificServicesProvidedTxt
Region Total Expenditures$28,000RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$28,000SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$28,000TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (1)FinancialAssistancePolicyInd
Written PolicyYes (1)WrittenPolicyInd
All Hospitals PolicyYes (X)AllHospitalsPolicyInd
FPG Reference Free CareYes (1)FPGReferenceFreeCareInd
Percent200Yes (X)Percent200Ind
FPG Reference Discounted CareYes (1)FPGReferenceDiscountedCareInd
Percent300Yes (X)Percent300Ind
Free Care Medically IndigentYes (1)FreeCareMedicallyIndigentInd
Financial Assistance BudgetYes (1)FinancialAssistanceBudgetInd
Expenses Exceed Budget0ExpensesExceedBudgetInd
Annual Community Bnft ReportYes (1)AnnualCommunityBnftReportInd
Report Publically AvailableYes (1)ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$2,530,000TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$547,000DirectOffsettingRevenueAmt
Net Community Benefit Expns$1,983,000NetCommunityBenefitExpnsAmt
Total Expense0.01280TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$15,750,421TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$2,421DirectOffsettingRevenueAmt
Net Community Benefit Expns$15,748,000NetCommunityBenefitExpnsAmt
Total Expense0.10190TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$808,000TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$808,000NetCommunityBenefitExpnsAmt
Total Expense0.00520TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$19,088,421TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$549,421DirectOffsettingRevenueAmt
Net Community Benefit Expns$18,539,000NetCommunityBenefitExpnsAmt
Total Expense0.11990TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$659,000TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$12,000DirectOffsettingRevenueAmt
Net Community Benefit Expns$647,000NetCommunityBenefitExpnsAmt
Total Expense0.00420TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$2,771,000TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$2,771,000NetCommunityBenefitExpnsAmt
Total Expense0.01790TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$859,000TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$859,000NetCommunityBenefitExpnsAmt
Total Expense0.00560TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$4,289,000TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$12,000DirectOffsettingRevenueAmt
Net Community Benefit Expns$4,277,000NetCommunityBenefitExpnsAmt
Total Expense0.02770TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$23,377,421TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$561,421DirectOffsettingRevenueAmt
Net Community Benefit Expns$22,816,000NetCommunityBenefitExpnsAmt
Total Expense0.14760TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedYes (1)BadDebtExpenseReportedInd
Bad Debt Expense$7,915,707BadDebtExpenseAmt
Bad Debt Expense Attributable$0BadDebtExpenseAttributableAmt
Reimbursed By Medicare$28,391,000ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$30,243,000CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall-$1,852,000MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

FieldValueIRS element (for citing)
Cost Accounting SystemYes (X)CostAccountingSystemInd
FieldValueIRS element (for citing)
Written Debt Collection PolicyYes (1)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (1)FinancialAssistancePrvsnInd
Hospital Facilities1HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

FieldValueIRS element (for citing)
Facility1FacilityNum

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UPPER VALLEY MEDICAL CENTERBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13130 N COUNTY RD 25-AAddressLine1Txt
CityTROYCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45373ZIPCd
FieldValueIRS element (for citing)
Website AddressWWW.PREMIERHEALTH.COMWebsiteAddressTxt
State License1036LHStateLicenseNum
Licensed HospitalYes (X)LicensedHospitalInd
General Medical And SurgicalYes (X)GeneralMedicalAndSurgicalInd
Emergency Room24 HrsYes (X)EmergencyRoom24HrsInd

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1UPPER VALLEY MEDICAL CENTERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Facility1FacilityNum
First Licensed CY Or PY0FirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PY0TaxExemptHospitalCYOrPYInd
CHNA ConductedYes (1)CHNAConductedInd
Community DefinitionYes (X)CommunityDefinitionInd
Community DemographicsYes (X)CommunityDemographicsInd
Existing ResourcesYes (X)ExistingResourcesInd
How Data ObtainedYes (X)HowDataObtainedInd
Community Health NeedsYes (X)CommunityHealthNeedsInd
Other Health IssuesYes (X)OtherHealthIssuesInd
Community Hlth Needs Id ProcessYes (X)CommunityHlthNeedsIdProcessInd
Consulting ProcessYes (X)ConsultingProcessInd
Prior CHNA ImpactYes (X)PriorCHNAImpactInd
CHNA Conducted24CHNAConductedYr
Take Into Account Others InputYes (1)TakeIntoAccountOthersInputInd
CHNA Conducted With Other FcltsYes (1)CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non FcltsYes (1)CHNAConductedWithNonFcltsInd
CHNA Report Widely AvailableYes (1)CHNAReportWidelyAvailableInd
Rpt Available On Own WebsiteYes (X)RptAvailableOnOwnWebsiteInd
Own Website URLSEE PART V, SECTION COwnWebsiteURLTxt
Paper Copy Public InspectionYes (X)PaperCopyPublicInspectionInd
Implementation Strategy AdoptYes (1)ImplementationStrategyAdoptInd
Implementation Strategy Adpt23ImplementationStrategyAdptYr
Strategy Posted WebsiteYes (1)StrategyPostedWebsiteInd
Strategy Website URLSEE PART V, SECTION CStrategyWebsiteURLTxt
Organization Incur Excise Tax0OrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (1)EligCriteriaExplainedInd
FPG Family Incm Lmt Free DscntYes (X)FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care200.000000000000FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care300.000000000000FPGFamilyIncmLmtDscntCarePct
Asset Level CriteriaYes (X)AssetLevelCriteriaInd
Medical Indigency CriteriaYes (X)MedicalIndigencyCriteriaInd
Insurance Status CriteriaYes (X)InsuranceStatusCriteriaInd
Underinsurance Stat CriteriaYes (X)UnderinsuranceStatCriteriaInd
Explained BasisYes (1)ExplainedBasisInd
App Financial Asst ExplnYes (1)AppFinancialAsstExplnInd
Described InfoYes (X)DescribedInfoInd
Described Suprt DocYes (X)DescribedSuprtDocInd
Provided Hospital ContactYes (X)ProvidedHospitalContactInd
Includes Publicity MeasuresYes (1)IncludesPublicityMeasuresInd
FAP Available On WebsiteYes (X)FAPAvailableOnWebsiteInd
FAP Available On Website URLSEE PART V, SEC CFAPAvailableOnWebsiteURLTxt
FAP App Available On WebsiteYes (X)FAPAppAvailableOnWebsiteInd
FAP App Available On Website URLSEE PART V, SEC CFAPAppAvailableOnWebsiteURLTxt
FAP Summary On WebsiteYes (X)FAPSummaryOnWebsiteInd
FAP Summary On Website URLSEE PART V, SEC CFAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No ChargeYes (X)FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No ChrgYes (X)FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No ChrgYes (X)FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill DisplayYes (X)NotifiedFAPCopyBillDisplayInd
Communtity Notified FAPYes (X)CommuntityNotifiedFAPInd
FAP TranslatedYes (X)FAPTranslatedInd
Other PublicityYes (X)OtherPublicityInd
FAP Actions On NonpaymentYes (1)FAPActionsOnNonpaymentInd
Permit No ActionsYes (X)PermitNoActionsInd
Collection Activities0CollectionActivitiesInd
Provided Written NoticeYes (X)ProvidedWrittenNoticeInd
Made Effort Orally NotifyYes (X)MadeEffortOrallyNotifyInd
Processed FAP ApplicationYes (X)ProcessedFAPApplicationInd
Made Presumptive Elig DetermYes (X)MadePresumptiveEligDetermInd
Nondis Emergency Care PolicyYes (1)NondisEmergencyCarePolicyInd
Look Back Medicaid Medcr PrvtYes (X)LookBackMedicaidMedcrPrvtInd
Amounts Generally Billed0AmountsGenerallyBilledInd
Gross Charges0GrossChargesInd

Supplemental Information SupplementalInformationGrp (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, SECTION B, LINE 5:THIS COMMUNITY HEALTH NEEDS ASSESSMENT WAS CROSS-SECTIONAL IN NATURE AND INCLUDED AN ONLINE SURVEY OF ADULTS WITHIN THE GREATER DAYTON AREA. FROM THE BEGINNING, COMMUNITY LEADERS WERE ACTIVELY ENGAGED IN THE PLANNING PROCESS AND HELPED DEFINE THE CONTENT, SCOPE, AND SEQUENCE OF THE STUDY. ACTIVE ENGAGEMENT OF COMMUNITY MEMBERS THROUGHOUT THE PLANNING PROCESS IS REGARDED AS AN IMPORTANT STEP IN COMPLETING A VALID NEEDS ASSESSMENT. COMPARISONS TO LOCAL, STATE, AND NATIONAL DATA WERE MADE, ALONG WITH ALIGNMENT TO THE HEALTHY PEOPLE 2030 TARGET OBJECTIVES, WHEN APPLICABLE.SAMPLING:THE SAMPLING FRAME FOR THE ADULT SURVEY CONSISTED OF ADULTS AGES 18 AND OVER LIVING IN THE 10-COUNTY GREATER DAYTON AREA. THERE WERE 1,090,792 PERSONS AGES 18 AND OVER LIVING IN THE 10-COUNTY GREATER DAYTON AREA. THE INVESTIGATORS CONDUCTED A POWER ANALYSIS TO DETERMINE WHAT SAMPLE SIZE WAS NEEDED TO ENSURE A 95% CONFIDENCE LEVEL WITH A CORRESPONDING MARGIN OF ERROR OF 6% (I.E., WE CAN BE 95% SURE THAT THE "TRUE" POPULATION RESPONSES ARE WITHIN A 6% MARGIN OF ERROR OF THE SURVEY FINDINGS). A SAMPLE SIZE OF AT LEAST 267 ADULTS WAS NEEDED TO ENSURE THIS LEVEL OF CONFIDENCE FOR THE GENERAL POPULATION.PROCEDURE:THE PRIMARY DATA COLLECTION TOOL USED WAS AN ONLINE SURVEY VIA SURVEY MONKEY. THE ADVISORY COMMITTEE ALSO PROVIDED PAPER SURVEYS TO SELECT POPULATIONS. THE ADVISORY COMMITTEE ESTABLISHED A RAFFLE WITH A VARIETY OF GIFT CARDS TO ENCOURAGE PARTICIPATION IN THE SURVEY. DATA COLLECTION OCCURRED FROM APRIL-JULY 2024, SEGMENTED INTO TWO MAJOR SAMPLING METHODOLOGIES: CONVENIENCE SAMPLING AND PURPOSEFUL SAMPLING. THE COMBINATION OF SAMPLING METHODOLOGIES WAS UTILIZED TO YIELD VALUABLE INSIGHTS REFLECTIVE OF THE COUNTY'S UNIQUE CHARACTERISTICS.CONVENIENCE SAMPLING TOOK PLACE DURING THE FIRST THREE WEEKS OF DATA COLLECTION. THIS APPROACH ENABLED THE INCLUSION OF COMMUNITY MEMBERS WHO WERE EASILY ACCESSIBLE, SUCH AS RESIDENTS ATTENDING LOCAL EVENTS, USING PUBLIC SERVICES, OR INTERACTING WITH ONLINE PLATFORMS. THE PURPOSE OF THIS FIRST PHASE WAS TO ENABLE SWIFT DATA COLLECTION AND BROAD REPRESENTATION ACROSS VARIOUS SEGMENTS OF THE POPULATION.FOLLOWING CONVENIENCE SAMPLING, RESEARCHERS CONDUCTED A DEMOGRAPHIC ANALYSIS TO IDENTIFY UNDER-REPRESENTED POPULATIONS AMONG THE POOL OF RESPONDENTS. BY COMPARING THE DEMOGRAPHICS OF THE SURVEY RESPONDENTS TO U.S. CENSUS 2022 AMERICAN COMMUNITY SURVEY ESTIMATES, RESEARCHERS IDENTIFIED THE FOLLOWING UNDER-REPRESENTED POPULATIONS AMONG THE SURVEY RESPONDENTS: MALE RESPONDENTS, BLACK/AFRICAN AMERICAN AND HISPANIC RESPONDENTS, AND THOSE 60 AND OLDER LIVING IN DARKE, GREENE, MAIMI, MONTGOMERY, AND SHELBY COUNTIES.UTILIZING THE RESULTS OF THE DEMOGRAPHIC ANALYSIS, PURPOSEFUL SAMPLING TOOK PLACE OVER THE COURSE OF SIX WEEKS. THIS APPROACH TARGETED THE COLLECTION OF DATA FROM UNDER-REPRESENTED DEMOGRAPHIC GROUPS BY PROMOTING THE SURVEY IN AREAS THESE POPULATIONS FREQUENTED. EFFORTS INCLUDED IN-PERSON OUTREACH AT SPECIFIC LOCATIONS AND COLLABORATION WITH KEY COMMUNITY STAKEHOLDERS TO RAISE AWARENESS OF THE SURVEY.BY COMBINING THE APPROACHES OUTLINED ABOVE, RESEARCHERS AIMED TO CAPTURE A COMPREHENSIVE PICTURE OF THE 10COUNTY GREATER DAYTON AREA POPULATION, ITS DYNAMICS, AND ITS VARIED PERSPECTIVES, CONTRIBUTING TO INFORMED DECISION-MAKING AND COMMUNITY-FOCUSED INITIATIVES WITHIN THE REGION. AFTER THOROUGHLY CLEANING THE ADULT DATA THAT WAS COLLECTED DURING THE THIRTEEN WEEKS, A TOTAL OF 2,175 RESPONSES WERE CONSIDERED VALID FOR ANALYSIS.THIS SAMPLE SIZE (N=2,175: CI= 2.10%) MEANS THAT THE RESPONSES IN THE ADULT HEALTH ASSESSMENT SHOULD BE REPRESENTATIVE OF THE ENTIRE REGION AND EACH UNDERLYING COUNTY.NOTE: "N" REFERS TO THE TOTAL SAMPLE SIZE, "CI" REFERS TO THE CONFIDENCE INTERVAL.
PART V, SECTION B, LINES 6A & 6B:UPPER VALLEY MEDICAL CENTER (UPPER VALLEY) COLLABORATED WITH THE OTHER MEMBER HOSPITALS OF GREATER DAYTON AREA HOSPITAL ASSOCIATION INCLUDING KETTERING MEDICAL CENTER, SYCAMORE MEDICAL CENTER, KETTERING BEHAVIORAL MEDICAL CENTER, GRANDVIEW MEDICAL CENTER, SOUTHVIEW MEDICAL CENTER, SOIN MEDICAL CENTER, GREENE MEMORIAL HOSPITAL, FORT HAMILTON HOSPITAL, MIAMI VALLEY HOSPITAL, ATRIUM MEDICAL CENTER, UPPER VALLEY MEDICAL CENTER, MIAMI VALLEY HOSPITAL SOUTH, MIAMI VALLEY HOSPITAL NORTH, WILSON MEMORIAL HEALTH, WAYNE HEALTHCARE, MERCY HEALTH SPRINGFIELD REGIONAL MEDICAL CENTER, AND MERCY HEALTH URBANA HOSPITAL. ADDITIONALLY, UPPER VALLEY COLLABORATED WITH OUR REGION'S PUBLIC HEALTH DEPARTMENTS, INCLUDING AUGLAIZE COUNTY HEALTH DEPARTMENT, CHAMPAIGN HEALTH DISTRICT, CLARK COUNTY COMBINED HEALTH DISTRICT, DARKE COUNTY GENERAL HEALTH DISTRICT, GREENE COUNTY HEALTH DEPARTMENT, MIAMI COUNTY PUBLIC HEALTH, PREBLE COUNTY HEALTH DEPARTMENT, PUBLIC HEALTH DAYTON & MONTGOMERY COUNTY, AND SIDNEY-SHELBY COUNTY HEALTH DEPARTMENT.
PART V, SECTION B, LINES 7A & 10A:THE DIRECT WEBSITE ADDRESS WHERE THE CHNA AND THE RELATED IMPLEMENTATION STRATEGY CAN BE ACCESSED IS:HTTPS://WWW.PREMIERHEALTH.COM/ABOUT-PREMIER/COMMUNITY-INVOLVEMENT/COMMUNITY-HEALTH-IMPROVEMENT
PART V, SECTION B, LINE 11:THE COMMUNITY HEALTH IMPROVEMENT PLAN WORKGROUP IDENTIFIED THREE OVERARCHING PRIORITY AREAS SPANNING THE FULL CONTINUUM OF CARE:BARRIERS TO ACCESSING CARE: ADDRESSING SYSTEMIC AND LOGISTICAL OBSTACLES THAT PREVENT INDIVIDUALS FROM RECEIVING TIMELY AND APPROPRIATE HEALTHCARE. ELEVATING DELIVERY OF HEALTHCARE SERVICES: ENHANCING THE EFFICIENCY, COORDINATION, AND QUALITY OF HEALTHCARE SERVICES ACROSS THE REGION. WELLBEING AND QUALITY OF LIFE: ADDRESSING FACTORS THAT CONTRIBUTE TO LONG-TERM PHYSICAL, MENTAL, AND SOCIAL WELLBEING. FOR EACH PRIORITY AREA, TARGETED STRATEGIES WERE DEVELOPED TO DRIVE MEANINGFUL IMPROVEMENTS. WHILE MANY STRATEGIES ARE SPECIFIC TO EACH FOCUS AREA, TWO CROSS-CUTTING THEMES EMERGED AS CRITICAL ACROSS ALL PRIORITIES: ADVOCACY AND SOCIAL DETERMINANTS OF HEALTH (SDOH).SDOH: ECONOMIC STABILITY, EDUCATION, AND ACCESS TO NUTRITIOUS FOOD PROFOUNDLY INFLUENCE PATIENT OUTCOMES AND HEALTHCARE COSTS. HOSPITALS PLAY A VITAL ROLE IN CONNECTING PATIENTS TO COMMUNITY-BASED ORGANIZATIONS AND NONPROFIT RESOURCES THAT CAN MEET THESE NEEDS. ADDRESSING SDOH IS ESSENTIAL FOR REDUCING HEALTH DISPARITIES, IMPROVING PREVENTIVE CARE, AND FOSTERING A HEALTHIER, MORE EQUITABLE DAYTON REGION.ADVOCACY: BY CHAMPIONING POLICIES THAT SUPPORT EQUITABLE HEALTHCARE ACCESS, FUNDING FOR PUBLIC HEALTH INITIATIVES, AND STRONGER COMMUNITY PARTNERSHIPS, HOSPITALS AND STAKEHOLDERS CAN HELP SHAPE A HEALTHCARE ENVIRONMENT THAT BETTER SERVES THE NEEDS OF ALL DAYTON RESIDENTS. COLLABORATIVE ADVOCACY EFFORTS WILL BE ESSENTIAL IN DRIVING POLICY CHANGES THAT SUPPORT THE LONG-TERM SUCCESS OF THE CHIP.REGIONAL PRIORITY #1:BARRIERS TO ACCESSING CARE (1A):EDUCATE & INFORM PATIENTS ON THEIR HEALTH CARE BENEFITS AND OPTIONS!THIS STRATEGY FOCUSES ON EQUIPPING PATIENTS WITH THE KNOWLEDGE THEY NEED TO MAKE INFORMED DECISIONS REGARDING THEIR HEALTHCARE PLANS, SERVICES, AND COVERAGE. BY ENHANCING PATIENT UNDERSTANDING, WE AIM TO REDUCE CONFUSION, IMPROVE ACCESS TO CARE, AND INCREASE OVERALL SATISFACTION WITH HEALTHCARE SERVICES.THE HOSPITALS OF THE DAYTON REGION PLAN TO WORK COLLABORATIVELY TO INCREASE THE DAYTON REGION'S HEALTH LITERACY AND THE NUMBER OF INDIVIDUALS REACHED THROUGH HEALTH LITERACY PROGRAMMING (WITH AN EMPHASIS ON UNDERINSURED AND UNINSURED POPULATIONS).OUR ACTION ITEMS WILL BE TO STANDARDIZE HOW HEALTH LITERACY IS MEASURED AND TRACKED, AND TO HAVE A REGIONAL CAMPAIGN TO EDUCATE/INFORM (RE: HEALTHCARE OPTIONS, INSURANCE BENEFITS, COVERAGE TRANSITIONS, ETC.).PARTNER WITH CHAMBER AND BUSINESS COMMUNITY TO EDUCATE ON INSURANCE TRANSITIONS
PART V, SECTION B, LINE 11: (CONTINUED)BARRIERS TO ACCESSING CARE (1B):INCREASE ACCESS & AVAILABILITY OF CARE OPTIONS, WITH FOCUS ON UNINSURED AND UNDERINSURED INDIVIDUALSTHIS STRATEGY AIMS TO REDUCE HEALTH CARE DISPARITIES BY EXPANDING ACCESS TO CARE OPTIONS AND ENSURING THAT THESE INDIVIDUALS CAN OBTAIN THE SERVICES THEY NEED, REGARDLESS OF THEIR INSURANCE STATUS. BY FOCUSING ON THE NEEDS OF THE UNDERSERVED POPULATIONS, WE WILL ENHANCE THE AVAILABILITY OF ESSENTIAL HEALTH CARE SERVICES AND SUPPORT SYSTEMS THAT FACILITATE IMPROVED HEALTH OUTCOMES.THE HOSPITALS OF THE DAYTON REGION PLAN TO WORK COLLABORATIVELY TO INCREASE HEALTH SCREENINGS IN UNDERSERVED ZIP CODES.OUR ACTION ITEMS WILL BE TO REVIEW AND ANALYZE POPULATION AND VISIT DATA TO AID IN IDENTIFICATION OF AREAS WITH HIGHEST NEED FOR SCREENING, DEVELOP ALTERNATIVE MODELS OF CARE (I.E., MOBILE CLINICS), AND FOCUS ON AVAILABILITY (I.E., WAIT TIMES), AND CONSIDER FLEXIBLE OPTIONS FOR CARE (I.E., URGENT, WALK-IN, ETC.) MEDICAL, DENTAL, MENTAL HEALTH.STRATEGIC INITIATIVES:PROGRAM: COMMUNITY HEALTH VOUCHERSDESCRIPTION: PROVIDES FINANCIAL AID FOR BREAST AND CERVICAL CANCER SCREENINGS.ELIGIBILITY: UNINSURED/UNDERINSURED WITH INCOME 400% FPL.COVERED SERVICES: MAMMOGRAMS, BIOPSIES, PAP TESTS, ULTRASOUNDS, AND MORE.GOAL: EARLY CANCER DETECTION FOR SUCCESSFUL TREATMENT.OUTCOMES:3-YEAR PROJECTION:150 WOMEN SYSTEM-WIDE SERVED. EXPANSION EFFORTS: PREMIER HEALTH WORKING TO INCREASE PROVIDER CONTRACTS FOR CERVICAL SERVICES. ENROLLMENT TREND: CLIENT NUMBERS STEADY DESPITE THE HEALTH CARE MARKETPLACE CHANGES.PARTNERS & RESOURCES:ATRIUM MEDICAL CENTER FOUNDATION, GOOD SAMARITAN FOUNDATION-DAYTON, UVMC FOUNDATION, MIAMI VALLEY HOSPITAL FOUNDATION (HELP HER FIGHT), BREAST CANCER FOUNDATION, KUHNS BROTHERS AND FIVE RIVERS HEALTH CENTERS PROGRAM SITES: MAGNOLIA WOMEN'S HEALTH, FIVE RIVERS HEALTH CENTER, ATRIUM MEDICAL CENTER, UPPER VALLEY MEDICAL CENTER, MIAMI VALLEY HOSPITAL, MIAMI VALLEY NORTH, MIAMI VALLEY SOUTH
PART V, SECTION B, LINE 11: (CONTINUED):PROGRAM: BCCP GRANT PROGRAMTHE BREAST AND CERVICAL CANCER PROJECT'S PATIENT NAVIGATION PROGRAM HELPS WOMEN ACCESS CANCER SCREENINGS, PROVIDERS, AND RESOURCES.ASSISTS TO ANSWER QUESTIONS ABOUT APPOINTMENTS, INSURANCE, AND MORE.IMPROVE ACCESS FOR EARLY DETECTION OF BREAST AND CERVICAL CANCERS IMPROVES TREATMENT SUCCESS.OUTCOMES: INCREASE ACCESS UN-INSURED AND UNDERINSURED COMMUNITY MEMBERS WHO FALL WITHIN THE ELIGIBILITY GUIDELINES. (PREMIER HEALTH PROVIDES IN-KIND SUPPORT FOR OFFICE SPACE AND ADMINISTRATIVE SUPPORT.)PARTNERS & RESOURCES:ATRIUM MEDICAL CENTER FOUNDATION, GOOD SAMARITAN FOUNDATION-DAYTON, UVMC FOUNDATION, MIAMI VALLEY HOSPITAL FOUNDATION (HELP HER FIGHT), BREAST CANCER FOUNDATION, KUHNS BROTHERS AND FIVE RIVERS HEALTH CENTERS PROGRAM SITES: MAGNOLIA WOMEN'S HEALTH, FIVE RIVERS HEALTH CENTER, ATRIUM MEDICAL CENTER, UPPER VALLEY MEDICAL CENTER, MIAMI VALLEY HOSPITAL, MIAMI VALLEY NORTH, MIAMI VALLEY SOUTHPROGRAM: HEALTH PARTNERS FREE CLINICTHIS PROGRAM CONTINUES TO PROVIDE MEDICAL CARE TO UNINSURED INDIVIDUALS BY IMPROVING ACCESS TO CARE. THE GOAL IS TO ACHIEVE BETTER HEALTH OUTCOMES, REDUCE HEALTHCARE DISPARITIES, AND ENHANCE ORGANIZATIONAL CAPACITY AND EFFICIENCY. THE PROGRAM ALSO FOCUSES ON EXPANDING THE VOLUNTEER WORKFORCE AND ENGAGING THE COMMUNITY MORE ACTIVELY.OUTCOMES:INCREASE PATIENT COUNT TO 1,000 BY APRIL 2025INCREASE VOLUNTEER WORKFORCE TO 75 BY APRIL 2025HIRE A CASE MANAGER TO SUPPORT PATIENTS.PARTNERS & RESOURCES:MIAMI COUNTY PUBLIC HEALTH, LOCAL CHURCHES, LOCAL BUSINESSES, SCHOOLS SERVICE CLUBS, LOCAL HEALTHCARE PROVIDERSPROGRAM: VACCINES FOR CHILDRENTHE PREMIER COMMUNITY HEALTH VACCINES FOR CHILDREN (VFC) MOBILE PROGRAM PROVIDES ROUTINE CHILDHOOD IMMUNIZATIONS TO UNINSURED, UNDERINSURED, AND MEDICAID-ELIGIBLE CHILDREN IN UNDERSERVED COMMUNITIES THROUGH MOBILE CLINICS AT SCHOOLS AND COMMUNITY CENTERS. THE VFC PROGRAM TARGETS CHILDREN (0-18) IN UNDERSERVED AREAS, ADDRESSING ACCESS BARRIERS LIKE TRANSPORTATION AND COST. PROVIDES EDUCATION ON VACCINE SAFETY AND IMMUNIZATION SCHEDULES AND CONNECTS FAMILIES TO ONGOING HEALTH CARE AND FOLLOW-UP SUPPORT.OUTCOMES: NUMBER OF CHILDREN VACCINATED THROUGH THE MOBILE PROGRAM INCREASE IN IMMUNIZATION RATES IN TARGET COMMUNITIES NUMBER OF VACCINE OUTREACH AND EDUCATION SESSIONS PROVIDED REDUCTION IN SCHOOL-ENTRY VACCINE NON-COMPLIANCE RATES NUMBER OF FAMILIES CONNECTED TO PRIMARY CARE PROVIDERS FOR ONGOING PREVENTIVE CAREPARTNERS & RESOURCES:AREA SCHOOLS, EARLY LEARNING CENTERS, FAITH-BASED ORGANIZATIONS, AND PUBLIC HOUSING SITESREGIONAL PRIORITY #2ELEVATING DELIVERY OF HEALTH CARE SERVICESEDUCATE & INFORM PATIENTS ON THEIR HEALTH CARE BENEFITS AND OPTIONSOUR GREATER DAYTON HOSPITALS PLAY A VITAL ROLE IN ADDRESSING CHRONIC DISEASE, MATERNAL AND INFANT HEALTH, AND BEHAVIORAL HEALTH. THIS PRIORITY AREA WILL ADVANCE THE GREATER DAYTON REGION'S COMMUNITY HEALTH THROUGH ENHANCED HEALTH CARE SERVICES. IT WILL HELP PATIENTS NAVIGATE LONG-TERM CONDITIONS, REDUCE PREVENTABLE COMPLICATIONS, ENSURE HEALTHIER PREGNANCIES AND BIRTHS, AND ADDRESS THE GROWING NEED FOR COMPREHENSIVE BEHAVIORAL HEALTH SERVICES.ELEVATING DELIVERY OF HEALTH CARE SERVICES (2A):THIS STRATEGY SUPPORTS CHRONIC DISEASE MANAGEMENT THROUGH A COMPREHENSIVE APPROACH DESIGNED TO ENHANCE PATIENT OUTCOMES AND ENCOURAGE SELF-MANAGEMENT.OUTCOMES:REDUCE ACUTE CARE DAYS FOR CHRONIC DISEASE CARE (BASED ON MOST PREVALENT CHRONIC DISEASE IN COUNTY) REDUCE ED ADMISSIONS RELATIVE TO CHRONIC DISEASE DIAGNOSESFOCUS ON SCHOOL EDUCATION AND PREVENTATIVE SCREENINGSACTION ITEMS:SHARE CHRONIC DISEASE MANAGEMENT PROGRAM/SERVICE INFORMATION MORE BROADLY ACROSS HOSPITALS, PUBLIC HEALTH DEPARTMENTS LEVERAGE ACCESS TO REGIONAL HEALTH CARE DATA TO INFORM COMMUNITIES OR POPULATIONS OF HIGHEST NEED TO INFORM OPPORTUNITIES FOR PROGRAM DEVELOPMENT OR PARTNERSHIPCONSIDER REMOTE MONITORING OR TELEHEALTH EXPLORE HOW PUBLIC HEALTH DEPARTMENT PROGRAMMING COULD SUPPORT CHRONIC DISEASE PATIENTS WITH ONGOING MANAGEMENT AND PREVENTION
PART V, SECTION B, LINE 11: (CONTINUED):PROGRAM: COMMUNITY HEALTH AND MOBILE CLINIC PROGRAMMINGPREMIER HEALTH'S COMMUNITY HEALTH PROGRAMMING AIMS TO IMPROVE CARDIOVASCULAR AND DIABETES PREVENTION THROUGH SCREENINGS, EDUCATION, AND RESOURCE NAVIGATION FOR AT-RISK POPULATIONS. THE PROGRAM PROVIDES BOTH IN-PERSON AND VIRTUAL EVENTS TO PROMOTE EARLY DETECTION, LIFESTYLE CHANGES, AND CHRONIC DISEASE MANAGEMENT IN UNDERSERVED COMMUNITIES.PROGRAM COMPONENTS: PREVENTIVE SCREENINGS (BLOOD PRESSURE, BMI, CHOLESTEROL, ETC.) AT COMMUNITY EVENTS AND VIA MOBILE CLINICONE-ON-ONE HEALTH COACHING AND GROUP EDUCATION ON CHRONIC DISEASE MANAGEMENT.COMMUNITY RESOURCE NAVIGATION FOR SDOH NEEDS VIRTUAL "TUESDAY TALKS" HEALTH FOCUSED WEBINARS ON HEALTHOUTCOMES:NUMBER OF COMMUNITY MEMBERS SCREENED FOR CARDIOVASCULAR AND DIABETES RISK FACTORS PERCENTAGE OF HIGH-RISK INDIVIDUALS REFERRED TO PROVIDERSENGAGEMENT LEVELS IN "TUESDAY TALKS" VIRTUAL EDUCATION SERIESINCREASED HEALTHCARE ACCESS FOR PROGRAM PARTICIPANTSPARTNERS & RESOURCES:LOCAL COMMUNITY ORGANIZATIONS, CHURCHES, SENIOR CENTERS, MIDDLETOWN CONNECT WALK WITH A DOC, COMMUNITY HEALTH WELLNESS PROGRAM, CITY OF STARS BARBERSHOP, DEEEZ CUTTZ BARBERSHOP, MANUP BARBERSHOP, HEADLINERS BARBERSHOP, NAKEDA 7SPA, R. ANTHONY HAIR SALON, RON WEST BARBERING SCHOOL, SERENITY SALON, STYLZES BARBERSHOP, X-QUISITE BARBERSHOP & BARBERING SCHOOLPROGRAM: BARBERSHOP HEALTH INITIATIVETHE PREMIER COMMUNITY HEALTH BARBERSHOP INITIATIVE PROVIDES PREVENTIVE SCREENINGS, EDUCATION, AND RESOURCE NAVIGATION AT BARBERSHOPS TO ADDRESS HEALTH DISPARITIES, PARTICULARLY FOR AFRICAN AMERICAN MEN AT RISK FOR CHRONIC CONDITIONS. PROGRAM COMPONENTS:ON-SITE HEALTH SCREENINGS AND COACHINGBARBER TRAINING FOR HEALTH ADVOCACYCULTURALLY TAILORED EDUCATION ON DISEASE PREVENTIONOUTCOMES:NUMBER OF BARBERSHOPS PARTICIPATING IN THE INITIATIVE NUMBER OF INDIVIDUAL SCREENED AND REFERRED TO FOLLOW-UP CAREINCREASE ENGAGEMENT IN PREVENTIVE HEALTHCARE AND PRIMARY CARE IMPROVE BARBERS' ENGAGEMENT AND IMPACT AS PEER HEALTH ADVOCATESPARTNERS & RESOURCES:CITY OF STARS BARBERSHOP, DEEEZ CUTTZ BARBERSHOP, MANUP BARBERSHOP, HEADLINERS BARBERSHOP, NAKEDA 7 SPA, R. ANTHONY HAIR SALON, RON WEST BARBERING SCHOOL, SERENITY SALON, STYLZES BARBERSHOP, X-QUISITE BARBERSHOP & BARBERING SCHOOL
PART V, SECTION B, LINE 11: (CONTINUED):PROGRAM: TELEHEALTH PROGRAM - REMOTE PATIENT MONITORINGTHE REMOTE PATIENT MONITORING (RPM)PROGRAM IMPROVES HEALTH OUTCOMES FOR PATIENTS IN RURAL AND LOW-INCOME URBAN AREAS BY OFFERING CONTINUOUS MONITORING FOR CHRONIC CONDITIONS, REDUCING HOSPITAL READMISSIONS AND HEALTH CARE DISPARITIES.PROGRAM COMPONENTS: HOME MONITORING DEVICES, TELEHEALTH CHECK-INS, 24/7 MONITORING, NURSE-LED COACHING, AND SUPPORT FOR MEDICATION ADHERENCE. COLLABORATION WITH COMMUNITY ORGANIZATIONS TO REACH VULNERABLE POPULATIONS.HEALTH EQUITY: FREE EQUIPMENT, MULTI-LINGUAL SUPPORT, AND DIGITAL LITERACY.OUTCOMES:REDUCTION IN HOSPITAL READMISSIONS AND EMERGENCY DEPARTMENT VISITSIMPROVEMENTS INPATIENT ADHERENCE TO MEDICATION AND CARE PLANS PATIENT-REPORTED IMPROVEMENTS IN HEALTH STATUS AND QUALITY OF LIFEPARTNERS & RESOURCES:AREA HOSPITALS, PHYSICIANS, COMMUNITY ORGANIZATIONSELEVATING DELIVERY OF HEALTH CARE (2B):ENHANCE THE QUALITY AND ACCESSIBILITY OF PRENATAL CARE TO EXPECTANT MOTHERS AND EDUCATE ON ITS' IMPORTANCEENHANCING THE QUALITY AND ACCESSIBILITY OF PRENATAL CARE IS CRITICAL FOR ENSURING THE HEALTH AND WELL-BEING OF BOTH EXPECTANT MOTHERS AND THEIR BABIES. A WELL-ROUNDED STRATEGY TO IMPROVE PRENATAL CARE FOCUSES ON PROVIDING COMPREHENSIVE, PERSONALIZED CARE, REMOVING BARRIERS TO ACCESS, AND EDUCATING MOTHERS ABOUT THE IMPORTANCE OF PRENATAL CARE THROUGHOUT THEIR PREGNANCY.OUTCOMES:DECREASE PRE-TERM BIRTHSDECREASE LOW WEIGHT BIRTHSIMPROVED BIRTH OUTCOMESINCREASE # OF MOTHERS RECEIVING PRENATAL CARE IN FIRST TRIMESTERACTION ITEMS:DEVELOP REGIONAL RESOURCES AND BEST PRACTICES TO HELP PATIENTS UNDERSTAND IMPORTANCE OF MATERNAL AND INFANT HEALTH CONTINUE TO STRENGTHEN REGIONAL AND LOCAL PARTNERSHIPS WITH ALL LEVELS OF CARE AND SUPPORT FOR PREGNANT INDIVIDUALS (I.E. DOULAS, COMMUNITY ORGANIZATIONS, HEALTHCARE PROVIDERS)EARLY SCREENING FOR HIGH-RISK PREGNANCIESNUTRITIONAL COUNSELINGMATERNAL EDUCATIONPROGRAM: HELP ME GROW, BRIGHTER FUTURESHELP ME GROW BRIGHTER FUTURES (HMGBF) HOME VISITING IS A VOLUNTARY, HOME-BASED SERVICE THAT PROVIDES SOCIAL, EMOTIONAL, HEALTH-RELATED AND PARENTING SUPPORT AND INFORMATION TO FAMILIES AND LINKS THEM TO APPROPRIATE RESOURCES. OUR PROGRAMS SERVE FAMILIES WITH CHILDREN UP TO AGE THREE.HMGBF IS AN OPERATING ENTITY OF GDAHA. PREMIER HEALTH SUPPORTS THIS PROGRAM BY PROVIDING RESOURCES FOR SALARY AND BENEFITS AS A PART OF A COMMUNITY COLLABORATION.OUTCOMES:CASELOAD GOAL: SERVE 1,770 FAMILIES IN 2025.INFANT MORTALITY: REDUCE RACIAL DISPARITIES IN INFANT MORTALITY, ESPECIALLY AMONG AFRICAN AMERICAN INFANTS.PARTNERS & RESOURCES:GREATER DAYTON AREA HOSPITAL ASSOCIATION, KETTERING HEALTH NETWORK, LIFE STAGES CENTERING, FIVE RIVERS HEALTH CENTERS, SOUTHVIEW WOMEN'S CENTER, GRANDVIEW WOMEN'S CENTER, PUBLIC HEALTH, PHYSICIAN OFFICES, AND A VARIETY OF COMMUNITY PROGRAM SUCH AS THE WESLEY CENTER, ELIZABETH NEW LIFE, MIAMI VALLEY CHILD DEVELOPMENT CENTER, PROMISE TO HOPE, LIFE RESOURCE CENTER, AND FAMILY SERVICE AGENCYPROGRAM: MIAMI COUNTY PRENATAL WELLNESS CENTERTHIS PROGRAM SERVES AS THE ONLY PRENATAL SAFETY NET CLINIC IN MIAMI COUNTY, OFFERING BOTH PRE AND POSTNATAL CARE TO UNDER/UNINSURED PREGNANT INDIVIDUALS. IT PROVIDES ESSENTIAL NURSING AND MEDICAL CARE TO ENSURE A HEALTHY PREGNANCY AND POSTPARTUM EXPERIENCE FOR ITS PATIENTS.OUTCOMES:PROVIDE CARE TO UNINSURED AND UNDER INSURED WOMEN. INCREASE ACCESS TO MEDICAL PROVIDERS AND CLINICAL CARE RESOURCES.PARTNERS & RESOURCES:UNITED WAY OF MIAMI COUNTY, HEALTH PARTNERS FREE CLINIC, MIAMI COUNTY JAIL, HELP ME GROW, WOMEN, INFANTS, AND CHILDREN (WIC), TCN BEHAVIORAL HEALTH, EDISON STATE COLLEGE, FAMILY ABUSE SHELTER
PART V, SECTION B, LINE 11: (CONTINUED)PROGRAM: PROMISE TO HOPETHE PROGRAM PROVIDES MULTIDISCIPLINARY CARE FOR PREGNANT WOMEN WITH SUBSTANCE USE OR OPIATE USE DISORDERS TO IMPROVE MATERNAL AND INFANT HEALTH. GOALS INCLUDE REDUCING OVERDOSE DEATHS, SUPPORTING SUCCESSFUL PARENTING, AND INCREASING BREASTFEEDING RATES FOR MOTHERS IN RECOVERY. PROVIDING MEDICATION ASSISTED TREATMENT (MAT), PERSONALIZED CARE, RECOVERY SUPPORT, AND PRENATAL/POST-PARTUM SERVICES THROUGH PROMISE TO HOPE. TO ENSURE HEALTHY OUTCOMES, PREGNANT WOMEN WITH SUBSTANCE USE DISORDER OR OPIATE USE DISORDER REQUIRE A MULTIDISCIPLINARY APPROACH WITH CONNECTION TO COMMUNITY RESOURCES.OUTCOMES:MEASURE THE TOTAL CLIENTS SERVED PER YEARREDUCE OVERDOSE DEATHS IMPROVE INFANT HEALTH INCREASE BREASTFEEDING RATES FOR MOTHERS IN RECOVERYPARTNERS & RESOURCES:ADAMHS BOARD OF MONTGOMERY COUNTY, JOSHUA RECOVERY MINISTRIES, BRIGID'S PATH, NOVA BEHAVIORAL HEALTH, BERRY HEALTH CENTER, FAMILY TREATMENT COURT, CARESOURCE, AND FRESH STARTELEVATING DELIVERY OF HEALTH CARE (2C):SUPPORT MENTAL HEALTH & SUBSTANCE USE DISORDER INTERVENTIONSSUPPORTING MENTAL HEALTH AND SUBSTANCE USE DISORDER (SUD) INTERVENTIONS REQUIRES A COMPREHENSIVE, MULTI-TIERED STRATEGY THAT ADDRESSES BOTH THE IMMEDIATE AND LONG-TERM NEEDS OF INDIVIDUALS AFFECTED BY THESE ISSUES. THE GOAL IS TO CREATE AN INTEGRATED SYSTEM OF CARE THAT NOT ONLY PROVIDES TREATMENT FOR MENTAL HEALTH AND SUD BUT ALSO PROMOTES PREVENTION, EARLY INTERVENTION, AND ONGOING SUPPORT.OUTCOMES:INCREASE MEDICAL PROVIDER BEHAVIORAL HEALTH LITERACYINCREASE NUMBER OF PCPS SCREENING FOR BEHAVIORAL HEALTH NEEDSACTION ITEMS:STANDARDIZE SCREENING AND DATA COLLECTION/TRACKING MECHANISM FOR MENTAL HEALTH ACROSS HEALTHCAREWORK WITH PCPS/MEDICAL CARE PROVIDERS TO INTEGRATE BEHAVIORAL HEALTH SERVICESCREATE REGIONAL BEST PRACTICE FOR ADDRESSING BEHAVIORAL HEALTH ALONGSIDE MEDICAL CARE CONSIDER TRAUMA INFORMED CARE TRAINING FOR HEALTH CARE PROVIDERSINTEGRATE BEHAVIORAL HEALTH SERVICESPROGRAM: SMOKING CESSATION PROGRAM (LIVING SMOKE FREE)THE SMOKING CESSATION PROGRAM PROVIDES SUPPORT ON TOBACCO-RELATED HEALTH ISSUES, TRIGGERS, AND WELL-BEING. IT MEETS WEEKLY FOR FIVE WEEKS IN A GROUP SETTING PROVIDING COUNSELING AND SUPPORT TO PATIENTS, TO HELP THEM QUIT SMOKING.OUTCOMES:INCREASE NUMBER OF PARTICIPANTS REPORTING REDUCTION IN NICOTINE USEPARTNERS & RESOURCES:PREMIER HEALTH PHYSICIAN NETWORK, COMMUNITY HEALTH CENTERS, COMMUNITY BASED ORGANIZATIONSPROGRAM: SUBSTANCE USE NAVIGATORSPREMIER HEALTH'S SUBSTANCE USE NAVIGATOR (SUN) PROGRAM ASSISTS EMERGENCY DEPARTMENT PATIENTS WITH SUBSTANCE USE ASSESSMENTS AND CONNECTS THEM TO TREATMENT AND SUPPORT SERVICES BY USING NAVIGATORS EXPERIENCED IN SUBSTANCE USE DISORDER, NURSING, OR SOCIAL WORK.OUTCOMES:INCREASE NUMBER OF PATIENTS SERVEDIMPROVED CONNECTIONS TO ONGOING TREATMENTPARTNERS & RESOURCES:AREA TREATMENT PROGRAMS, SBHI, TRI COUNTY MENTAL HEALTH BOARD, COUNTY PUBLIC HEALTH
PART V, SECTION B, LINE 11: (CONTINUED)PROGRAM: TRI-COUNTY HOPE HOUSETHE HOPE HOUSE PROGRAM AIMS TO ADMIT 24INDIVIDUALS, TARGETING A 60% SUCCESSFUL DISCHARGE RATE. IT OFFERS 24/7 SUPPORT WITH CHEMICAL DEPENDENCY COUNSELORS, ALONG WITH COUNSELING, CASE MANAGEMENT, LIFE SKILLS TRAINING, AND RECREATIONAL ACTIVITIES TO PROMOTE LONG-TERM RECOVERY AND INDEPENDENCE.OUTCOMES:INCREASE NUMBER OF CLIENTS THAT CHOOSE ADMISSIONIMPROVE SUCCESSFUL DISCHARGE RATEPARTNERS & RESOURCES:MIAMI COUNTY TCN BEHAVIORAL SERVICES OPERATES THE HOPE HOUSE AND SERVES MIAMI, DARKE, AND SHELBY COUNTIES. MIAMI CO DRUG FREE COALITION. CITY OF TROY, CITY OF PIQUA, LOCAL COURTS AND LAW ENFORCEMENT, FIRE/EMS, FAMILY ABUSE SHELTER, RECOVERY AND WELLNESS, ST PATRICK'S CHURCH, NEW PATH, HEALTH PARTNERS, SBHIREGIONAL PRIORITY #3WELL-BEING AND QUALITY OF LIFE ENCOURAGE HEALTHY BEHAVIORS & EDUCATE ON A HEALTHY LIFESTYLETHERE IS AN OPPORTUNITY TO PROACTIVELY SUPPORT AND ENCOURAGE THE WELLBEING OF THOSE WHO LIVE IN THE GREATER DAYTON AREA. WELLBEING (OR LACK THEREOF) IS VIEWED AS AN UNDERLYING DRIVER OF HEALTH CHOICES AND OUTCOMES. A SHARED FOCUS ON THIS PRIORITY AREA CAN ENCOURAGE INDIVIDUALS TO ADOPT HEALTHIER LIFESTYLES, LEADING TO LONG-TERM IMPROVEMENTS IN PHYSICAL AND MENTAL WELL-BEING.WELL-BEING AND QUALITY OF LIFE (3A):ENCOURAGE HEALTHY BEHAVIORS & EDUCATE ON A HEALTHY LIFESTYLEENCOURAGING HEALTHY BEHAVIORS AND EDUCATING INDIVIDUALS ABOUT A HEALTHY LIFESTYLE IS KEY TO IMPROVING OVERALL PUBLIC HEALTH, PREVENTING CHRONIC DISEASES AND PROMOTING LONG-TERM WELL-BEING. THE STRATEGY INVOLVES A MULTI-PRONGED APPROACH THAT NOT ONLY PROVIDES INFORMATION BUT ALSO CREATES ENVIRONMENTS AND SYSTEMS THAT SUPPORT HEALTHY CHOICES.OUTCOMES:INCREASING HEALTH LITERACY IN RELATION TO HEALTHY BEHAVIORS / MAKING INFORMED DECISIONS ABOUT LIFESTYLE CHOICESIMPROVE A1CS AND METABOLIC PANEL VALUES DECREASE BMI OVER ALL PATIENTSACTION ITEMS:FOCUS ON YOUTH EDUCATION ON HEALTHY BEHAVIORS AND LIFESTYLES PROMOTE EXERCISE, FOOD CHOICES, SELF-CARE, MINDFULNESS, YOUTH ACTIVITIES/SPORTS, ETC. CONSIDER SCHOOL-BASED PARTNERSHIPS TO EDUCATE YOUTHPROGRAM: COMMUNITY BENEFITS GRANT PROGRAMPREMIER HEALTH'S GRANT PROGRAM SUPPORTS COMMUNITY HEALTH IMPROVEMENT AND SAFETY BY ADDRESSING ACCESS TO HEALTH SERVICES, SOCIAL DETERMINANTS, AND HEALTH DISPARITIES. GRANTS RANGE FROM $500 TO $8,000 AND PRIORITIZE PROJECTS THAT ALIGN WITH PREMIER HEALTH'S GOALS AND INVOLVE COMMUNITY ENGAGEMENT.GRANTS RANGE FROM $500 TO $8,000.FOCUS AREAS INCLUDE BEHAVIORAL HEALTH, CHRONIC DISEASE, AND HEALTH EQUITY. EMPHASIZES COMMUNITY INVOLVEMENT AND DATA-DRIVEN, EVIDENCE-BASED SOLUTIONS.OUTCOMES:IMPROVE HEALTH SERVICES, PUBLIC HEALTH, AND KNOWLEDGE.ADDRESS ROOT CAUSES LIKE POVERTY AND HOMELESSNESSPARTNERS & RESOURCES:AREA NONPROFIT COMMUNITY- BASED ORGANIZATIONS
PART V, SECTION B, LINES 16 A, B, AND C:THE DIRECT WEBSITE ADDRESS WHERE A COPY OF THE FINANCIAL ASSISTANCE POLICY, THE APPLICATION, AND A PLAIN LANGUAGE SUMMARY OF THE FINANCIAL ASSISTANCE POLICY CAN BE ACCESSED IS:HTTPS://WWW.PREMIERHEALTH.COM/PATIENT-AND-VISITOR-GUIDE/PATIENT-GUIDE/COSTS-AND-INSURANCE/BILLING/FINANCIAL-ASSISTANCE
PART V, SECTION B, LINE 16J:THE HOSPITAL WIDELY DISTRIBUTES INFORMATION ABOUT ITS FINANCIAL ASSISTANCE POLICY WITHIN THE AREA THAT IT SERVES. THIS INFORMATION INCLUDES THE METHOD OF APPLYING FOR AND ACCESSING FINANCIAL ASSISTANCE. NOTICES ARE PUBLICIZED IN PATIENTS' BILLS AND ARE POSTED IN THE EMERGENCY ROOM, ADMITTING AND REGISTRATION AREAS, AS WELL AS OTHER PUBLIC AREAS. THE FINANCIAL ASSISTANCE POLICY IS PUBLISHED ON THE HOSPITAL'S WEBSITE. FINANCIAL COUNSELORS, PATIENT ADVOCATES, AND CUSTOMER SERVICE REPRESENTATIVES DISCUSS THE FINANCIAL ASSISTANCE POLICY WITH ALL UNINSURED PATIENTS, AND ANY PATIENT WHO EXPRESSES FINANCIAL HARDSHIP WITH PAYING THEIR BILL. APPLICATIONS FOR FINANCIAL ASSISTANCE POLICY ARE AVAILABLE IN BOTH ENGLISH AND SPANISH.
FieldValueIRS element (for citing)
Facility5FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdFacilityFacilityTxt
1 - HYATT CENTER
450 N HYATT STTIPP CITYOH45371DIAGNOSTICS AND IMAGING, SPORTS MEDICINE, PEDIATRICS, OUTPATIENT SURGERY
2 - OUTPATIENT CARE CENTER NORTH
280 LOONEY RDPIQUAOH45356DIAGNOSTICS AND IMAGING, REHABILITATIVE THERAPY PEDIATRICS
3 - OUTPATIENT CARE CENTER SOUTH
998 S DORSET RDTROYOH45373DIAGNOSTICS AND IMAGING,OCCUPATIONAL HEALTH,REHABILITATIVE THERAPY
4 - STANFIELD PLACE
31 STANFIELD RDTROYOH45373IMAGING, ENT, LABORATORY RHEUMATOLOGY
5 - UVMC SIDNEY CENTER
1529 FAIR RDSIDNEYOH45365PHYSICAL THERAPY, WOMEN'S SERVICES

Supplemental Information Detail SupplementalInformationDetail (15 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3C:FINANCIAL ASSISTANCE IS ONLY PROVIDED FOR CARE THAT IS DEEMED EMERGENCY CARE OR MEDICALLY NECESSARY CARE AND AFTER PATIENTS HAVE BEEN FOUND TO MEET ESTABLISHED FINANCIAL CRITERIA OUTLINED IN THE FINANCIAL ASSISTANCE POLICY. PREMIER HEALTH HOSPITALS OFFER BOTH FREE CARE AND DISCOUNTED CARE, DEPENDING ON AN INDIVIDUAL'S FAMILY SIZE AND INCOME AS A PERCENT OF THE FEDERAL POVERTY GUIDELINES. ADDITIONALLY, PREMIER HEALTH HOSPITALS MAY USE A FAMILY'S ASSETS TO DETERMINE WHETHER A PATIENT MEETS THE ELIGIBILITY CRITERIA FOR FINANCIAL ASSISTANCE. PATIENTS RECEIVING A DISCOUNT ARE EXPECTED TO PAY THEIR REMAINING BALANCE, AND MAY WORK WITH PREMIER HEALTH HOSPITALS' FINANCIAL COUNSELORS TO SET UP A PAYMENT PLAN BASED ON THEIR FINANCIAL SITUATION.IN ADDITION TO COMPLETING THE APPLICATION, INDIVIDUALS SHOULD BE PREPARED TO SUPPLY THE FOLLOWING DOCUMENTATION:A) PROOF OF INCOME FOR APPLICANT (AND SPOUSE IF APPLICABLE) SUCH AS A PAY STUB, UNEMPLOYMENT INSURANCE PAYMENT STUBS, OR SUFFICIENT INFORMATION ON HOW PATIENTS ARE CURRENTLY FINANCIALLY SUPPORTING THEMSELVES.B) BANK STATEMENTC) SOCIAL SECURITY STATEMENTD) TAX RETURN - SCHEDULE C FOR SELF-EMPLOYMENT INCOMEE) DOCUMENTATION OF THE FAMILY'S ASSETS
PART I, LINE 6A:THE COMMUNITY BENEFIT REPORT FOR UPPER VALLEY MEDICAL CENTER IS PART OF THE PREMIER HEALTH (PREMIER) REPORT (EIN# 31-1446699).
PART I, LINE 7:A COST TO CHARGE RATIO WAS USED TO CALCULATE THIS FINANCIAL ASSISTANCE AT COST. THIS CALCULATION TAKES TOTAL OPERATING EXPENSES LESS OTHER OPERATING REVENUES DIVIDED BY TOTAL GROSS REVENUES. UNREIMBURSED MEDICAID AND OTHER MEANS-TESTED GOVERNMENTAL PROGRAMS WERE CALCULATED USING A COST ACCOUNTING SYSTEM. THIS SYSTEM ADDRESSES ALL PATIENT SEGMENTS AND INCLUDES FULLY LOADED COSTS. FOR THE REMAINING ITEMS, THE ORGANIZATION USED SPECIFIC NUMBERS FOR EXPENSE PAID DIRECTLY FOR THESE SERVICES.
PART I, LINE 7G:UPPER VALLEY MEDICAL CENTER (UPPER VALLEY) PROVIDES SUBSIDIZED EMERGENCY SERVICES BY OPERATING A 24-HOUR EMERGENCY ROOM 365 DAYS PER YEAR. THIS EMERGENCY ROOM IS OPEN TO ALL INDIVIDUALS REGARDLESS OF THEIR ABILITY TO PAY. THE HOSPITAL INCURS EXPENSES RELATED TO CALL TIME AND PHYSICIAN SUBSIDIES DUE TO THE LARGE NUMBER OF INDIGENT PATIENTS COMING THROUGH THE EMERGENCY ROOM. FOR 2024, THE AMOUNT PAID FOR CALL AND SUBSIDIES WAS $2,771,000.
PART III, LINES 2 & 3:BAD DEBT EXPENSE IS INCURRED WHEN AN ACCOUNT IS TAKEN OUT OF ACCOUNTS RECEIVABLE AND TURNED OVER TO A COLLECTION AGENCY. THIS ACTION MAY OCCUR IF A PATIENT REFUSES PAYMENT ARRANGEMENTS, REFUSES TO APPLY FOR FINANCIAL ASSISTANCE, AND THERE IS NOT AN INSURANCE BALANCE BEING CONTENDED. AN ACCOUNT IS WRITTEN OFF TO BAD DEBT AFTER 130 DAYS IF AN ATTEMPT TO COLLECT FROM THE PATIENT IS MADE WITHIN OUR COLLECTION POLICY. THE COLLECTION AGENCY ATTEMPTS TO COLLECT THE ACCOUNT IN ACCORDANCE WITH ESTABLISHED GUIDELINES. COLLECTION ATTEMPTS ARE CEASED AND THE ACCOUNT RETURNED TO THE ORGANIZATION IF THE PATIENT APPLIES FOR FINANCIAL ASSISTANCE. ANY AMOUNTS COLLECTED FROM THESE ACCOUNTS ARE CREDITED BACK AGAINST BAD DEBT EXPENSE. THE ORGANIZATION RECOGNIZES THERE ARE ACCOUNTS WRITTEN OFF TO BAD DEBT THAT MAY HAVE QUALIFIED FOR CHARITY CARE IF THE PATIENT HAD PROVIDED THE NECESSARY FINANCIAL INFORMATION. TO RESOLVE THIS, THE ORGANIZATION HAS ENGAGED A THIRD-PARTY VENDOR TO ANALYZE DATA BASED ON CREDIT SCORES TO REALLOCATE SOME OF THIS EXPENSE TO CHARITY CARE. A REPRESENTATIVE SAMPLE OF THESE ACCOUNTS IS THEN SENT TO OUR THIRD-PARTY VENDOR WHO GATHERS EXTERNAL CREDIT DATA THAT PRESENTS THE ACCOUNT AS LESS THAN 100% FEDERAL POVERTY LEVEL OR NOT ENOUGH INFORMATION (TYPICALLY INDICATIVE OF INDIGENT). THESE ACCOUNTS ARE RECLASSED FROM BAD DEBT EXPENSE TO CHARITY EXPENSE ON OUR INCOME STATEMENT. ANY CREDIT SCORE THAT PRESENTS THE ACCOUNTS AS GREATER THAN 100% FEDERAL POVERTY LEVEL REMAINS IN BAD DEBT EXPENSE. DUE TO THIS PROCESS, THE ORGANIZATION HAS USED BEST EFFORTS TO NOT REPORT BAD DEBT EXPENSE FOR PATIENTS ELIGIBLE UNDER THE ORGANIZATION'S CHARITY CARE POLICY.
PART III, LINE 4:THE ORGANIZATION DOES NOT HAVE A FOOTNOTE IN THE AUDITED FINANCIAL STATEMENTS WHICH DISCUSSES THIS CALCULATION.
PART III, SECTION B, LINES 5, 6, AND 7:THE AMOUNTS REPORTED ON LINES 5, 6, AND 7 DO NOT INCLUDE CERTAIN MEDICARE PROGRAM REVENUES AND COSTS, AND THUS DO NOT REFLECT ALL OF THE ORGANIZATION'S REVENUES AND COSTS ASSOCIATED WITH ITS PARTICIPATION IN MEDICARE PROGRAMS. IN ADDITION TO THE AMOUNTS REPORTED ON LINE 5, 6, AND 7, THE ORGANIZATION RECEIVED REVENUE OF $37,799,000 AND INCURRED COST OF $79,442,000 FOR AN ADDITIONAL NET SHORTFALL OF $41,643,000 ASSOCIATED WITH THESE PROGRAMS. BELOW IS A RECONCILIATION OF THE AMOUNTS ASSOCIATED WITH MEDICARE PROGRAMS.ALLOWABLE MEDICARE REVENUE PER MEDICARE COST REPORT IN PART III, SECTION B $28,391,000MEDICARE REVENUE NOT REPORTED IN PART III, SECTION B $37,799,000TOTAL MEDICARE ASSOCIATED REVENUE $66,190,000ALLOWABLE MEDICARE COST PER MEDICARE COST REPORT IN PART III, SECTION B $30,243,000MEDICARE COST NOT REPORTED IN PART III, SECTION B $56,626,000TOTAL MEDICARE ASSOCIATED COST $86,869,000ALLOWABLE MEDICARE SHORTFALL IN PART III, SECTION B $1,852,000ADDITIONAL SHORTFALL NOT INCLUDED IN PART III, SECTION B $18,827,000TOTAL MEDICARE SHORTFALL $20,679,000
PART III, LINE 8:THE ORGANIZATION'S SHORTFALL SHOULD BE CONSIDERED CHARITY CARE BECAUSE IT IS PROVIDING HIGH-QUALITY CARE, IN EXCESS OF COST, TO OUR COMMUNITY RESIDENTS THAT NEED CARE. THE MEDICARE POPULATION AT THE ORGANIZATION IS IN EXCESS OF 53% OF NET PATIENT REVENUE. THE ORGANIZATION USED A COST ACCOUNTING SYSTEM TO CALCULATE THE MEDICARE ALLOWABLE COSTS.
PART III, LINE 9B:THE ORGANIZATION MAKES REASONABLE EFFORTS TO DETERMINE WHETHER OR NOT AN INDIVIDUAL IS ELIGIBLE FOR ASSISTANCE UNDER THE STATE OR HOSPITAL FINANCIAL ASSISTANCE POLICY BEFORE ENGAGING IN EXTRAORDINARY COLLECTIVE ACTIONS AGAINST THAT INDIVIDUAL. PATIENTS WHO ARE KNOWN TO QUALIFY FOR FINANCIAL ASSISTANCE ARE OFFERED REASONABLE PAYMENT PLAN ARRANGEMENTS FOR ANY REMAINING BALANCES. ANY THIRD-PARTY COLLECTING SELF-PAY RECEIVABLES ON OUR BEHALF IS REQUIRED TO MAKE REASONABLE EFFORTS TO DETERMINE IF THE INDIVIDUAL MEETS THE QUALIFICATIONS OF THE STATE OR OF OUR HOSPITAL FINANCIAL ASSISTANCE PROGRAMS.REASONABLE EFFORTS INCLUDE:A. VALIDATING THAT THE PATIENT OWES THE UNPAID BILLS AND THAT ALL SOURCES OF THIRD-PARTY PAYMENT HAVE BEEN IDENTIFIED AND BILLED BY THE HOSPITAL.B. DOCUMENTING THAT THE ORGANIZATION HAS OR HAS ATTEMPTED TO OFFER THE PATIENT THE OPPORTUNITY TO APPLY FOR CHARITY CARE UNDER ITS FINANCIAL ASSISTANCE POLICY.C. DOCUMENT THAT THE PATIENT DOES NOT QUALIFY FOR FINANCIAL ASSISTANCE.D. DOCUMENT THAT THE PATIENT HAS BEEN OFFERED AND ACCEPTED TERMS FOR A PAYMENT PLAN BUT HAS NOT HONORED THE TERMS OF THAT PLAN.THE FINANCIAL COUNSELORS MEET WITH INPATIENT, OUTPATIENT, SELF-PAY, AND OTHER PATIENTS UPON REQUEST WHO MAY NEED FINANCIAL ASSISTANCE. IN ADDITION TO ASSISTING PATIENTS WHO WANT TO APPLY FOR ASSISTANCE THROUGH THE MEDICAID PROGRAM, THE FINANCIAL COUNSELOR WILL PROVIDE THE PATIENT WITH A FINANCIAL ASSISTANCE APPLICATION.
PART VI, LINE 2:THE ORGANIZATION WORKS WITH THE COMMUNITY ON PROGRAMS THAT ADDRESS THE UNDERLYING CAUSES OF PERSISTENT HEALTH PROBLEMS AS PART OF A COMPREHENSIVE STRATEGY TO IMPROVE THE HEALTH STATUS AND QUALITY OF LIFE FOR IDENTIFIED MEMBERS OF THE COMMUNITY WHO ARE ECONOMICALLY DISADVANTAGED, DISENFRANCHISED AND/OR WHO HAVE DISPROPORTIONATE UNMET HEALTH NEEDS. THE ORGANIZATION STRIVES TO WORK WITH PREMIER, THE HOSPITAL BOARD OF TRUSTEES, EXECUTIVE MANAGEMENT, MANAGERS, STAFF MEMBERS, COMMUNITY GROUPS, AND INDIVIDUALS TO PROVIDE A COLLABORATIVE APPROACH TO THE GOVERNANCE AND MANAGEMENT OF COMMUNITY BENEFIT ACTIVITIES.
PART VI, LINE 3:THERE ARE SEVERAL WAYS IN WHICH OUR ORGANIZATION INFORMS AND EDUCATES PATIENTS WHO MAY BE BILLED FOR SERVICES ABOUT ELIGIBILITY FOR ASSISTANCE UNDER FEDERAL, STATE, OR LOCAL GOVERNMENT PROGRAMS, OR UNDER THE HOSPITAL'S FINANCIAL ASSISTANCE POLICY. FIRST, NOTIFICATION OF SUCH AVAILABLE ASSISTANCE IS CLEARLY POSTED IN REGISTRATION AREAS, AS WELL AS MATERNITY AND EMERGENCY DEPARTMENTS. NEXT, PATIENT ADVOCATES, PATIENT ACCESS STAFF MEMBERS, AND FINANCIAL COUNSELORS IN THE INPATIENT AND EMERGENCY DEPARTMENTS MEET WITH UNINSURED AND UNDERINSURED PATIENTS, AND THOSE WITH ONLY MEDICARE COVERAGE TO DISCUSS ELIGIBILITY FOR ASSISTANCE. FINANCIAL COUNSELORS ALSO DISCUSS OPTIONS TO RESOLVE UNPAID ACCOUNT BALANCES WITH UNINSURED AND UNDERINSURED PATIENTS. THE FINANCIAL ASSISTANCE POLICY IS POSTED ON THE HOSPITAL'S WEBSITE, ALONG WITH INFORMATION ON HOW TO OBTAIN AN APPLICATION. WHEN A PATIENT RECEIVES A BILL, THE REVERSE SIDE OF THE BILL CONTAINS INFORMATION ABOUT THE STATE OF OHIO FREE CARE PROGRAM (CARE ASSURANCE) AND A FINANCIAL ASSISTANCE APPLICATION. THE BILLING STATEMENTS OFFER THE FINANCIAL ASSISTANCE OPTIONS AVAILABLE, AND THE CONTACT INFORMATION FOR ASSISTANCE.
PART VI, LINE 4:UPPER VALLEY SERVES THE NORTHERN MIAMI VALLEY AREA WITH ACUTE CARE SERVICES, COMMUNITY HEALTH AND WELLNESS PROGRAMS AND MORE. UPPER VALLEY IS LOCATED IN MIAMI COUNTY, OHIO AND IS THE SOLE HOSPITAL SYSTEM OPERATING WITHIN THE COUNTY. THE POPULATION OF UPPER VALLEY'S PRIMARY SERVICE AREA IS APPROXIMATELY 112,000 PEOPLE. INCLUDING THE ADJACENT COUNTIES, WHICH ARE ALSO SERVED (SHELBY, DARKE, AND CHAMPAIGN COUNTIES), UPPER VALLEY'S TOTAL PRIMARY AND SECONDARY SERVICE AREA POPULATION APPROACHES 250,000 RESIDENTS. THE OVERALL SERVICE AREA IS CATEGORIZED AS HAVING RELATIVELY SLOW GROWTH WITH AN AGING POPULATION, CONSISTENT WITH CURRENT TRENDS THROUGHOUT OHIO. THE MEDIAN HOUSEHOLD INCOME OF MIAMI COUNTY AND THE SURROUNDING AREA IS SLIGHTLY ABOVE $61,000 PER YEAR, WITH APPROXIMATELY 13.2% OF ITS CITIZENS LIVING BELOW THE FEDERAL POVERTY LEVEL. APPROXIMATELY 53.7% OF THE HOSPITAL'S GROSS REVENUES ARE GENERATED FROM MEDICARE PATIENTS, WHILE ANOTHER 13.2% OF THE REVENUES ARE GENERATED FROM EITHER UNINSURED PATIENTS OR MEDICAID RECIPIENTS. THE JULY 2024 UNEMPLOYMENT RATE OF MIAMI COUNTY IS APPROXIMATELY 3.9%.
PART VI, LINE 5:UPPER VALLEY'S MOST VISIBLE CONTRIBUTION TO THE COMMUNITY IS IN THE FORM OF PROVIDING HIGH-QUALITY INPATIENT AND OUTPATIENT CARE TO OUR PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. OUR MISSION INCLUDES CONTINUALLY STRIVING TO ENRICH THE COMMUNITY BY TRAINING AND EDUCATING FUTURE HEALTHCARE WORKERS, OFFERING HEALTH AWARENESS AND EDUCATION TO THE COMMUNITY, SUCH AS PROMOTION OF BREAST CANCER SCREENINGS, WOMEN AND INFANT HEALTH, DIABETIC WELLNESS AND DRIVER SAFETY AWARENESS FOR HIGH-SCHOOL STUDENTS. THE HOSPITAL ALSO PROVIDES RELEVANT EDUCATION FOR EMS AND PRE-HOSPITAL CARE PROVIDERS THROUGHOUT THE REGION. THE TRAINING INCLUDES LOCAL CASE REVIEWS, LECTURES, HANDS-ON SIMULATION AND PANEL DISCUSSIONS PERTAINING TO THE EDUCATION ON USE OF TOOLS, PRIORITIES OF PATIENT CARE AND OTHER CRITICAL INFORMATION. UPPER VALLEY PARTNERS WITH MANY OF THE LOCAL SCHOOLS TO PROVIDE CERTIFIED AND LICENSED ATHLETIC TRAINERS AT THEIR CAMPUSES TO AID IN INJURY PREVENTION, RECOGNITION AND TREATMENT OF SPORTS-RELATED INJURIES. THE HOSPITAL ALSO SUPPORTS THE COMMUNITY THROUGH SPONSORSHIPS AND PARTICIPATION IN LOCAL FUNDRAISING EVENTS THAT PROMOTE HEALTHY LIFESTYLE CHOICES, PREVENTATIVE CARE, CHRONIC DISEASE MANAGEMENT AND GENERAL HEALTH EDUCATION. THE HEALTH SCIENCES LIBRARY AT UPPER VALLEY IS OPEN TO THE PUBLIC DURING NORMAL BUSINESS HOURS, OR BY MAKING SPECIAL ARRANGEMENTS WITH THE LIBRARIAN. A HEALTH EDUCATION CENTER, ADJACENT TO THE LIBRARY, OFFERS EDUCATION MATERIALS TO HELP PROMOTE WELLNESS AND UNDERSTANDING ABOUT DISEASES. INFORMATION IS AVAILABLE VIA COMPUTER, VIDEOS, AND PAMPHLETS. WITHIN THE HOSPITAL, INTERPRETERS ARE OFFERED TO PATIENTS AT NO COST AS A RESULT OF INCREASED VOLUMES OF NON-ENGLISH-SPEAKING PATIENTS. UPPER VALLEY PROVIDES SPIRITUAL AND EMOTIONAL SUPPORT AND SERVICES TO PATIENTS AND THEIR FAMILY MEMBERS UTILIZING 7 TRAINED PROFESSIONAL CHAPLAINS, 24 HOURS A DAY, 7 DAYS A WEEK.THE HOSPITAL HAS AN OPEN MEDICAL STAFF, PARTICIPATES IN MEDICAID AND MEDICARE, AND HAS AN ACTIVE CHARITY CARE PROGRAM. UPPER VALLEY'S MISSION REFLECTS A COMMITMENT TO PROVIDE HIGH-QUALITY COST-EFFECTIVE HEALTH SERVICES TO THE DIVERSE COMMUNITIES THAT IT SERVES. AT THE CORE OF THE COMMITMENT IS THE BELIEF THAT IN ORDER TO MEET OUR PATIENTS' EXPECTATIONS AND TO IMPROVE TREATMENT OUTCOMES, IT IS NECESSARY FOR US TO UNDERSTAND THE PATIENT'S FRAME OF REFERENCE. A DIVERSE WORKFORCE ALLOWS US TO DRAW UPON THE RICHNESS OF OUR HUMAN RESOURCES, CREATE A POSITIVE WORK ENVIRONMENT, AND MEET THE EXPECTATIONS OF THOSE WE SERVE. UPPER VALLEY'S COMMITMENT TO DIVERSITY IS ACCOMPLISHED BY:* TAKING A LEADERSHIP ROLE IN CREATING AND SUSTAINING AN ORGANIZATIONAL ENVIRONMENT THAT ACTIVELY SUPPORTS DIVERSITY,* POSITIONING DIVERSITY AS A LONG-TERM COMPREHENSIVE ORGANIZATIONAL STRATEGY,* ESTABLISHING AND SUPPORTING RELATIONSHIPS WITH MINORITY AND DIVERSITY FOCUSED ORGANIZATIONS AND* PROVIDING EMPLOYMENT AND EDUCATION OPPORTUNITIES FOR INDIVIDUALS WITH SIGNIFICANT DISABILITIES.
PART VI, LINE 6:PREMIER HEALTH (PREMIER) IS THE SOLE MEMBER OF UPPER VALLEY MEDICAL CENTER, TWO OTHER HOSPITAL ENTITIES (FIVE TOTAL LOCATIONS), AND SEVERAL OTHER HEALTH CARE SERVICE SUBSIDIARIES. PREMIER HAS THE AUTHORITY TO OPERATE EACH HOSPITAL WITH RESPECT TO MATTERS SUCH AS BUDGETING, STRATEGIC PLANNING, MANAGED CARE CONTRACTING, EMPLOYEE COMPENSATION, TRANSFER/SALE OF MATERIAL ASSETS, ETC. AS AN INTEGRATED HEALTHCARE SYSTEM, PREMIER PROVIDES A CONTINUUM OF CARE FOR THE RESIDENTS OF SOUTHWEST OHIO. AS A SYSTEM, PREMIER IS A COMMUNITY LEADER IN SUPPORTING VARIOUS COMMUNITY BENEFIT PROGRAMS THAT ALIGN WITH ITS CURRENT CHNA. RESOURCES ARE LEVERAGED IN EACH ENTITY WITHIN THE PREMIER SYSTEM TO SUPPORT THESE PROGRAMS IDENTIFIED AT THE PREMIER SYSTEM LEVEL. THE POLICIES FOR BAD DEBT AND CHARITY COLLECTIONS ARE ESTABLISHED BY PREMIER.
PART VI, LINE 7:OHIO

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (30 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
EDISON COMMUNITY COLLEGE
1973 EDISON DRPIQUAOH45356310836468GOVERNMENT$3,000,090$0SUPPORT
PIQUA AREA CHAMBER OF COMMERCE
326 N MAIN STPIQUAOH45356310503607501(C)(6)$2,000,150$0SUPPORT
TROY CHRISTIAN ATHLETIC BOOSTERS
700 S DORSET RDTROYOH45373812588393501(C)(3)$500,000$0SUPPORT
TROY FOUNDATION
216 W FRANKLIN STTROYOH45373316018703501(C)(3)$500,000$0SUPPORT
THE VILLAGE OF COVINGTON
PO BOX 156COVINGTONOH45318316001039GOVERNMENT$326,250$0SUPPORT
CITY OF TIPP CITY
260 S GARBER DRTIPP CITYOH45371310792424GOVERNMENT$222,213$0SUPPORT
SAMARITAN BEHAVIORAL HEALTH
110 N MAIN ST 200DAYTONOH45402020633634501(C)(3)$171,250$0SUPPORT
MIAMI COUNTY DENTAL CLINIC
1364 W MAIN STTROYOH45373204901192501(C)(3)$166,700$0SUPPORT
HEALTH PARTNERS FREE CLINIC
1300 N CO RD 25ATROYOH45373311596731501(C)(3)$150,135$0SUPPORT
TROY MIAMI COUNTY PUBLIC LIBRARY
419 W MAINTROYOH45373316000630501(C)(3)$128,500$0SUPPORT
LINCOLN COMMUNITY CENTER
110 ASH STTROYOH45373310584315501(C)(3)$115,685$0SUPPORT
TCN BEHAVIORAL HEALTH SERVICES INC
452 W MARKET STXENIAOH45385311305635501(C)(3)$92,000$0SUPPORT
MIAMI COUNTY HEALTH DISTRICT
510 W WATER ST 130TROYOH45373316000055GOVERNMENT$89,349$0SUPPORT
THE ARBOGAST PERFORMING ART CENTER
500 S DORSET RDTROYOH45373830889260501(C)(3)$87,545$0SUPPORT
MIAMI VALLEY HOSPITAL
110 N MAIN ST 200DAYTONOH45402310537504501(C)(3)$67,953$0SUPPORT
PREMIER COMMUNITY HEALTH
110 N MAIN ST 200DAYTONOH45402311122883501(C)(3)$37,745$0SUPPORT
TROY DEVELOPMENT COUNCIL
405 SW PUBLIC SQ 330TROYOH45373311736034501(C)(3)$15,000$0SUPPORT
VILLAGE OF WEST MILTON
701 S MAIN STWEST MILTONOH45383316001093GOVERNMENT$14,000$0SUPPORT
REACH OUT MONTGOMERY COUNTY
25 E FORAKER STDAYTONOH45409311434282501(C)(3)$11,813$0SUPPORT
LEADINGAGE OHIO
855 S WALL STCOLUMBUSOH43206264371469501(C)(6)$10,000$0SUPPORT
AMERICAN LEGION POST 184
301 W WATER STPIQUAOH45356310513602501(C)(19)$9,907$0SUPPORT
HOSPICE OF MIAMI COUNTY
3230 N CO RD 25ATROYOH45373311031277501(C)(3)$7,545$0SUPPORT
ST PATRICK SOUP KITCHEN
419 E MAIN STTROYOH45373300391714501(C)(3)$6,535$0SUPPORT
NEW PATH INC
7695 S CO RD 25ATIPP CITYOH45371311710997501(C)(3)$6,485$0SUPPORT
SALVATION ARMY
1711 S UNIV BLVDMIDDLETOWNOH45402580660607501(C)(3)$6,460$0SUPPORT
BETHANY CENTER
339 SOUTH STPIQUAOH45356311709232501(C)(3)$6,170$0SUPPORT
NEEDY BASKET SOUTHERN MIAMI COUNTY INC
PO BOX 131PIQUAOH45356310850373501(C)(3)$6,035$0SUPPORT
FIRST PLACE FOOD PANTRY INC
330 S 5TH STTIPP CITYOH45371311190924501(C)(3)$6,035$0SUPPORT
MEALS ON WHEELS OF PIQUA
7210 LINCOLN AVETROYOH45373470994740501(C)(3)$6,035$0SUPPORT
MIAMI VALLEY HOSPITAL FOUNDATION
110 N MAIN ST 200DAYTONOH45402311040231501(C)(3)$5,783$0SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org27Total501c3OrgCnt
Total Other Org3TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
Explanation1) DISBURSEMENTS ARE ANALYZED MONTHLY THROUGH VARIOUS REPORTS AND COMMITTEE MEETINGS. 2) INVOICES ARE RECEIVED IN ACCOUNTS PAYABLE AND APPROVED AND DISBURSED PER ORGANIZATIONAL POLICY. 3) GRANT SPENDING IS MONITORED AGAINST BUDGETED AMOUNTS ON AN ONGOING BASIS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (25 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MICHAEL C RIORDAN
PREMIER PRES & CEO$0$1,375,311$0$25,000$0$143,089$0$10,954$0$25,395$0$1,579,749$0$0
KEITH D BRICKING MD
EVP & CHIEF CLINICAL OFFICER$0$705,465$0$437,442$0$25,585$0$32,340$0$35,135$0$1,235,967$0$0
KEVIN W HARLAN
PRESIDENT$0$514,770$0$240,926$0$79,074$0$11,274$0$9,673$0$855,717$0$0
MARY M CLANCY
CHIEF DIGITAL & INFORMATION OFFICER$0$488,227$0$228,389$0$13,579$0$24,309$0$34,553$0$789,057$0$0
GEOFFREY P WALKER
FORMER KEY EMPLOYEE$0$301,836$0$233,995$0$203,676$0$20,971$0$13,541$0$774,019$0$0
ROBERT M KOHUT MD
TRUSTEE$0$673,483$0$19,265$0$20,022$0$10,971$0$4,477$0$728,218$0$0
FAYEZ D ABBOUD MD
FORMER TRUSTEE & OFFICER$0$573,282$0$88,295$0$31,250$0$12,311$0$22,223$0$727,361$0$0
ELAINE LAINIE M DEAN
FORMER KEY EMPLOYEE$0$299,150$0$206,389$0$153,441$0$31,363$0$12,390$0$702,733$0$0
J MICHAEL SIMS
SYS VP & CORPORATE CONTROLLER$0$407,084$0$165,482$0$62,858$0$23,409$0$27,587$0$686,420$0$0
LISA M GOSSETT
VP NURSING/CNO/PATIENT EXP-PH$0$417,540$0$192,965$0$4,128$0$20,707$0$15,618$0$650,958$0$0
CARA W POWERS
CHIEF LEGAL OFFICER$0$447,726$0$138,596$0$2,388$0$24,120$0$27,702$0$640,532$0$0
LAKMALI C RANATHUNGA
TRUSTEE & CMO$438,915$0$109,023$0$1,175$0$14,148$0$13,671$0$576,932$0$0$0
TRISHA L WACKLER
TRUSTEEE & CNO$284,539$0$122,489$0$23,177$0$16,796$0$15,929$0$462,930$0$0$0
AMANDA K ADKINS-RICCI
SYSTEM VP REVENUE CYCLE$0$281,216$0$111,699$0$616$0$16,317$0$9,249$0$419,097$0$0
BILLIE L LUCENTE-BAKER
FORMER KEY EMPLOYEE$0$256,251$0$113,026$0$1,549$0$22,822$0$13,419$0$407,067$0$0
JIGAR PATEL MD
TRUSTEE$0$327,314$0$41,800$0$825$0$9,564$0$23,012$0$402,515$0$0
MARC R BELCASTRO MD
FORMER KEY EMPLOYEE$0$0$0$0$0$361,466$0$0$0$11,044$0$372,510$0$0
GARY G GINTER
FORMER KEY EMPLOYEE$0$0$0$0$0$232,887$0$0$0$10,065$0$242,952$0$0
DUANNA R OSTING
PRES/EXEC DIR-UVMC FOUNDATION$155,429$0$55,075$0$1,426$0$7,024$0$19,524$0$238,478$0$0$0
DENISE R HERKINS
DIR-NURSING-SURGERY/TELE-UVMC$158,946$0$48,366$0$761$0$12,149$0$16,152$0$236,374$0$0$0
TERESA A GULKER
DIR NRS-WMS SRVC-BEH HLTH-UVMC$162,380$0$48,366$0$2,184$0$14,790$0$8,640$0$236,360$0$0$0
RYAN E MCELDOWNEY
CLINICAL STAFF PHARMACIST I$197,385$0$0$0$653$0$12,735$0$23,369$0$234,142$0$0$0
MIKI L GILLESPIE
RESP THERP III - REG$192,964$0$0$0$179$0$6,240$0$25,621$0$225,004$0$0$0
DIANNE RUHENKAMP
BOARD TREASURER$135,603$0$41,375$0$1,197$0$10,729$0$17,721$0$206,625$0$0$0
ELIZABETH D WILFONG
BOARD SECRETARY$0$174,677$0$12,500$0$325$0$707$0$902$0$189,111$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3COMPENSATION FOR UPPER VALLEY'S CEO IS REVIEWED AND APPROVED BY PREMIER, WITH WHICH UPPER VALLEY IS AN AFFILIATE. SEE EXPLANATION ON SCHEDULE O FOR FORM 990, PART VI, SECTION B, LINE 15.
PART I, LINE 4A:THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE: MARC BELCASTRO, DO. $324,324; ELAINE DEAN $131,034; GARY GINTER $219,618.
PART I, LINE 4B:DUE TO RESTRICTIONS IMPOSED BY THE INTERNAL REVENUE CODE, CERTAIN PERSONS ARE LIMITED IN THE AMOUNT OF BENEFIT THAT CAN BE EARNED UNDER A QUALIFIED RETIREMENT PLAN. LIKE MANY EMPLOYERS, UPPER VALLEY MEDICAL CENTER (UPPER VALLEY) AND ITS AFFILIATED ORGANIZATIONS COMPENSATE FOR THIS LIMITATION AND SUPPLEMENT THE AFFECTED EXECUTIVES' QUALIFIED PENSION THROUGH CERTAIN NONQUALIFIED PLANS. UPPER VALLEY SUPPLEMENTS THE AFFECTED EXECUTIVES THROUGH A PENSION RESTORATION PLAN OR A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). THE BENEFITS UNDER THESE SUPPLEMENTAL NONQUALIFIED PLANS ARE SUBJECT TO MULTI-YEAR VESTING AND A PARTICIPANT CAN FORFEIT BENEFITS EARNED IF VESTING REQUIREMENTS ARE NOT SATISFIED. UNDER THE TERMS OF THE SUPPLEMENTAL PLANS, AND BECAUSE OF TAX RULES PERTAINING TO TAXATION OF THE EARNED BENEFITS UPON VESTING, CERTAIN INDIVIDUALS RECEIVED A PAYOUT OF THE CUMULATIVE VESTED BENEFITS UNDER THEIR SUPPLEMENTAL PLAN DURING 2024. THE INDIVIDUALS LISTED BELOW HAVE MET THE MULTI-YEAR VESTING REQUIREMENT UNDER THE PENSION RESTORATION PLAN RECEIVED THE ASSOCIATED PAYMENT IN 2024: MARY CLANCY $8,646; J. MICHAEL SIMS $56,017; GEOFFREY WALKER $194,485. THE INDIVIDUALS LISTED BELOW HAVE MET THE MULTI-YEAR VESTING REQUIREMENT UNDER THE SERP AND RECEIVED THE ASSOCIATED PLAN PAYMENT 2024: MARC BELCASTRO, M.D. $41,167; GARY GINTER $15,527; KEVIN HARLAN $47,900; MICHAEL RIORDAN $93,572. IN ADDITION, THE FOLLOWING SERP AMOUNTS WERE DEFERRED ON THE PARTICIPANTS' BEHALF DURING THE YEAR AND WILL BE HELD UNTIL THE INCREMENTAL AMOUNTS ARE VESTED: KEITH BRICKING, M.D. $21,279; ELAINE DEAN $18,136; LISA GOSSETT $9,078; SCOTT KANAGY, M.D. $19,629; BILLIE LUCENTE-BAKER $711; CARA POWERS $7,753; TRISHA WACKLER $2,960. BASED ON THE GUIDANCE PROVIDED IN THE INSTRUCTIONS TO THE FORM 990, ANY PAYMENTS TO THE PARTICIPANTS RELATED TO THESE PLANS THAT WERE MADE WITHIN 2-1/2 MONTHS AFTER THE END OF THE ORGANIZATION'S TAX YEAR ARE AMOUNTS ARE PROPERLY REPORTED AS COMPENSATION FOR FORM 990 PURPOSES NOT TREATED AS DEFERRED COMPENSATION FOR PURPOSES OF SCHEDULE J. SUCH WHEN INCLUDED IN THE PARTICIPANTS' FORM W-2 WAGES.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1COUNTY OF MONTGOMERY OHIOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN316000172BondIssuerEIN
CUSIP613520LO6CUSIPNum
Bond Issued2019-09-24BondIssuedDt
Issue Price$24,859,875IssuePriceAmt
PurposeREFUND SERIES 2016B BONDSPurposeDesc
Defeased0DefeasedInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Pool Financing0PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$509,958RetiredAmt
Total Proceeds$24,859,875TotalProceedsAmt
Issuance Costs From Proceeds$228,930IssuanceCostsFromProceedsAmt
Other Spent Proceeds$24,630,944OtherSpentProceedsAmt
Substantial Completion2019SubstantialCompletionYr
Refunding Tax Exempt BondsYes (1)RefundingTaxExemptBondsInd
Refunding Taxable Bonds0RefundingTaxableBondsInd
Final Allocation MadeYes (1)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (1)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed Property0OwningBondFinancedPropertyInd
Any Lease ArrangementsYes (1)AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop0MgmtContractBondFincdPropInd
Any Research Agreements0AnyResearchAgreementsInd
Private Bus Use By Others0.00070PrivateBusUseByOthersPct
Total Private Business Use0.00070TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test0BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop0ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond RemdtdYes (1)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T Filed0Form8038TFiledInd
Rebate Not Due Yet0RebateNotDueYetInd
Exception To Rebate0ExceptionToRebateInd
No Rebate DueYes (1)NoRebateDueInd
Variable Rate Issue0VariableRateIssueInd
Hedge Identified In Bks And Rec0HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGICInd
Gross Proceeds Invested0GrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (1)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (1)ProceduresCorrectiveActionInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
NOTE A PART I, LINE A, COLUMN E:ISSUE PRICE IS NOT IDENTICAL TO THE ISSUE PRICE LISTED ON FORM 8038 DUE TO THE SERIES 2019A BONDS' PROCEEDS BEING SPLIT BETWEEN UPPER VALLEY MEDICAL CENTER, ATRIUM MEDICAL CENTER AND MIAMI VALLEY HOSPITAL.
NOTE B PART IV, LINE 2C:COMPUTATION DATE IS 10/15/2024

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
SHARON POEPPELMAN
SIBLING TO DIANNE RUHENKAMP, OFFICER$72,592EMPLOYMENT0
KURT POEPPELMAN
BROTHER IN LAW TO DIANNE RUHENKAMP, OFFICER$109,244EMPLOYMENT0

Schedule M IRS990ScheduleM

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$4,885NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)MEDICAL EQUIP18$841,467FMV
Yes (X)EMPLOYEE FOOD5$30,750FMV
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 3THE HOSPITAL'S LABOR AND DELIVERY SERVICES CEASED OPERATIONS ON FEBRUARY 29, 2024. WHILE THE DECISION TO CLOSE THE HOSPITAL'S LABOR AND DELIVERY UNITY WAS NOT EASY, THERE WERE FACTORS THAT MADE IT NECESSARY. UPPER VALLEY MEDICAL CENTER AND PREMIER HEALTH REMAIN COMMITTED TO PROVIDING MEANINGFUL WOMEN'S SERVICES TO AREA PATIENTS: * AN OFFICE IN PIQUA WILL PROVIDE BOTH PRENATAL AND POST-NATAL CARE. * GYNECOLOGICAL SURGERY WILL CONTINUE TO BE PERFORMED AT THE HOSPITAL. * THE HOSPITAL OPENED ITS NEW WOMEN'S IMAGING CENTER IN MARCH 2024.
FORM 990, PART VI, SECTION A, LINE 3PREMIER HEALTH (PREMIER) AS THE OPERATOR OF UPPER VALLEY MEDICAL CENTER (UPPER VALLEY), DEVELOPS AND OVERSEES THE IMPLEMENTATION OF THE STRATEGIC PLAN FOR UPPER VALLEY, WHICH INCLUDES (BUT IS NOT LIMITED TO) SUCH MATTERS AS LOCATION OF CLINICAL AND ADMINISTRATIVE EXPENSES AND THE CONSOLIDATION OF SUCH SERVICES. UPPER VALLEY SHALL COMPLY WITH AND IMPLEMENT THIS PLAN AND SHALL NOT TAKE ANY ACTION THAT MATERIALLY DEPARTS FROM THIS PLAN WITHOUT PREMIER'S APPROVAL. UPPER VALLEY SHALL IMPLEMENT ANY CAPITAL AND OPERATING BUDGET SO APPROVED AND/OR REVISED FOR IT BY PREMIER. UPPER VALLEY SHALL IMPLEMENT THE BUSINESS PLAN APPROVED BY PREMIER. PREMIER IS THE SOLE AGENT TO NEGOTIATE ALL RELATIONSHIPS WITH PAYORS ON BEHALF OF UPPER VALLEY WITH ALL THIRD-PARTY PAYORS AND ALTERNATIVE DELIVERY SYSTEMS INCLUDING, BUT NOT LIMITED TO INSURERS. UPPER VALLEY MUST HAVE APPROVAL FROM PREMIER TO BORROW IN ANY FISCAL YEAR, GUARANTEE IN ANY YEAR, OR INCUR ANY LIEN OR OTHER ENCUMBRANCE ON ANY PROPERTY IN AN AMOUNT EQUAL TO OR GREATER THAN $1,000,000. UPPER VALLEY MUST SEEK PREMIER'S APPROVAL FOR ANY ACQUISITIONS, SALE OR TRANSFER OF ANY MATERIAL ASSET USED IN UPPER VALLEY'S ACTIVITIES.
FORM 990, PART VI, SECTION A, LINE 6UPPER VALLEY HAS ONE CORPORATE MEMBER; PREMIER, AN OHIO NON-PROFIT CORPORATION
FORM 990, PART VI, SECTION A, LINE 7APREMIER HAS THE SOLE AUTHORITY TO ELECT THE BOARD OF TRUSTEES FOR UPPER VALLEY. PREMIER HAS THE AUTHORITY TO REMOVE SUCH TRUSTEES AT ANY REGULAR OR SPECIAL MEETING OR BY WRITTEN CONSENT.
FORM 990, PART VI, SECTION A, LINE 7BSEE EXPLANATION FOR LINE 7A.
FORM 990, PART VI, SECTION B, LINE 11BTHIS 990 FILING RETURN AND ATTACHED SCHEDULES (THE RETURN) ARE PREPARED BY A STAFF MEMBER IN THE PREMIER TAX DEPARTMENT, OF WHICH UPPER VALLEY IS AN AFFILIATE. THE RETURN IS REVIEWED BY THE MANAGER AND DIRECTOR OF TAX COMPLIANCE OF PREMIER. AFTER ALL CHANGES FROM THE ABOVE PERSONS ARE MADE, THE RETURN IS REVIEWED BY THE VICE-PRESIDENT/CONTROLLER OF PREMIER. A FINAL VERSION OF THE RETURN IS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW. AT A BOARD OF TRUSTEES MEETING, THE VICE PRESIDENT/CONTROLLER OF PREMIER (OR DESIGNEE) SHARES DETAILED INFORMATION ON COMPENSATION AND OTHER KEY AREAS, AS WELL AS ADDRESSES ANY QUESTIONS FROM THE BOARD OF TRUSTEES, PENDING THEIR REVIEW. THE 990 FILING IS ALSO SHARED WITH THE AUDIT COMMITTEE OF PREMIER.
FORM 990, PART VI, SECTION B, LINE 12CPREMIER, WITH WHICH UPPER VALLEY IS AN AFFILIATE, REQUIRES ALL BOARD MEMBERS, BOARD COMMITTEE MEMBERS, MEDICAL DIRECTORS, SUPPLY CHAIN DIVISION MEMBERS, AUTHORIZED SIGNERS, DIRECTORS, EXECUTIVES, MEDICAL EXECUTIVE COMMITTEE MEMBERS, MEDICAL DEPARTMENT AND SECTION CHAIRS, PHYSICIAN PARTNERSHIP COMMITTEE MEMBERS, PHYSICIAN GUIDANCE GROUP MEMBERS, AND ALL EMPLOYED PHYSICIANS TO ANNUALLY REVIEW THE PREMIER COMPREHENSIVE CONFLICT OF INTEREST STATEMENT, AN EXPLANATORY MEMORANDUM, THE ANTITRUST COMPLIANCE POLICY, AND COMPLETE AN INDIVIDUAL QUESTIONNAIRE DISCLOSING ANY POTENTIAL CONFLICTS AS DEFINED IN THE CONFLICT OF INTEREST POLICY. THIS IS ACCOMPLISHED EITHER BY WAY OF AN ELECTRONIC COMMUNICATION SENT OUT DIRECTLY BY THE CORPORATE COMPLIANCE DEPARTMENT OR BY WAY OF A MEMO SENT OUT FROM THE CHAIRMAN OF THE BOARD AND CHIEF EXECUTIVE OFFICER OF PREMIER. IT ALSO INCLUDES AN EXPLANATORY MEMORANDUM OF SPECIFIC ACTIVITIES THAT MIGHT GIVE CAUSE TO A CONFLICT AND AN INDIVIDUAL QUESTIONNAIRE TO DISCLOSE ALL SUCH ACTIVITIES. THIS QUESTIONNAIRE MUST BE COMPLETED AND SIGNED BY THE INDIVIDUAL. THIS CORRESPONDENCE INCLUDES A COPY OF THE ANTITRUST COMPLIANCE POLICY THAT MUST BE SIGNED BY THE INDIVIDUAL. ALL OF THESE DOCUMENTS ARE SENT TO THE CORPORATE COMPLIANCE DEPARTMENT. THE CORPORATE COMPLIANCE DEPARTMENT ENSURES ALL FORMS ARE RETURNED AND RETAINS THE DOCUMENTS FOR FIVE YEARS. IN ADDITION, AT EACH MEETING OF THE BOARD OR ANY BOARD COMMITTEE, FOLLOWING APPROVAL OF THE PREVIOUS MEETING'S MINUTES, THE BOARD OR COMMITTEE CHAIR SHALL REQUEST ANY BOARD MEMBER WHO PERCEIVES A POTENTIAL CONFLICT OF INTEREST ON ANY OF THE MEETING'S AGENDA ITEMS TO DISCLOSE THE POTENTIAL CONFLICT. ADDITIONALLY, AT ANY BOARD OR BOARD COMMITTEE MEETING WHERE THE SUBJECT OF CONFLICT OF INTEREST IS DISCUSSED, THE MINUTES SHALL CONTAIN THE NAME OF THE PARTY DISCUSSING A POTENTIAL CONFLICT OF INTEREST, THE NATURE OF THE POTENTIAL CONFLICT OF INTEREST AND WHETHER A CONFLICT OF INTEREST WAS FOUND TO EXIST. IF A CONFLICT OF INTEREST IS DETERMINED BY THE BOARD TO EXIST, THE MEMBER WILL BE EXCUSED FROM PARTICIPATING IN ANY DISCUSSION OR VOTING ON THE PARTICULAR AGENDA ITEM. THE CHIEF COMPLIANCE AND ENTERPRISE RISK OFFICER REPORTS THE RESULTS OF THE PREMIER CONFLICT OF INTEREST QUESTIONNAIRES NO LESS THAN ANNUALLY TO THE BOARD OF TRUSTEES BY WAY OF THE COMPLIANCE AND AUDIT COMMITTEE. THIS REVIEW IS DOCUMENTED IN THE MINUTES OF THE MEETING. PERIODICALLY, THE INTERNAL AUDIT DEPARTMENT WILL REVIEW A SAMPLE OF COMPLETED CONFLICT OF INTEREST QUESTIONNAIRES AND REPORT THE RESULTS TO THE COMPLIANCE AND AUDIT COMMITTEE. THE ANNUAL CONFLICT OF INTEREST QUESTIONNAIRES ARE INDIVIDUALLY SUMMARIZED IN A DOCUMENT AND SENT ELECTRONICALLY TO THE FINANCE DEPARTMENT FOR ANY NECESSARY DISCLOSURES REQUIRED ON THE 990 FILING.
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION FOR UPPER VALLEY'S CEO IS REVIEWED AND APPROVED BY PREMIER, WITH WHICH UPPER VALLEY IS AN AFFILIATE, ON AN ANNUAL BASIS. THE REVIEW PROCESS PERFORMED BY PREMIER FOLLOWS A MARKET BASED COMPENSATION PHILOSOPHY DESIGNED TO ATTRACT AND RETAIN THE EXECUTIVE TALENT REQUIRED TO MEET THE HIGH-PERFORMANCE STANDARDS OF OUR BOARD AND OUR COMMUNITY. PREMIER ANNUALLY REVIEWS EXECUTIVE COMPENSATION SURVEY DATA FOR A REGIONAL AND NATIONAL PEER GROUP OF SYSTEMS AND HOSPITALS THAT ARE SIMILAR IN SIZE AND COMPLEXITY TO PREMIER AND ITS AFFILIATES. THE DATA FOR THE SURVEY IS PROVIDED BY A THIRD-PARTY CONSULTANT GROUP THAT IS INDEPENDENT OF PREMIER. THIS REPORT INCLUDES COMPARABILITY DATA FOR KEY EXECUTIVES, VICE PRESIDENTS, AND DIRECTOR LEVEL POSITIONS. THE INDEPENDENT COMPARABILITY DATA IS REVIEWED BY THE EXECUTIVE COMPENSATION COMMITTEE ON AN ANNUAL BASIS. THIS COMMITTEE CONTAINS THREE MEMBERS, ALL OF WHOM ARE INDEPENDENT. THIS COMMITTEE REVIEWS IN DETAIL THE COMPENSATION FOR THE PREMIER CEO, COO, CFO, CCO AND OTHER TOP EXECUTIVES. OTHER POSITIONS ARE REVIEWED AT A HIGH LEVEL FOR REASONABLENESS. ALL THE MEETING MINUTES ARE DOCUMENTED AND KEPT ON FILE ALONG WITH ANY COMPARABILITY DATA AND THE CONSULTANT REPORT. AFTER THE COMPENSATION COMMITTEE REVIEWS AND APPROVES THE COMPENSATION ACTIONS, THE PROCESS IS AUDITED BY THE INTERNAL AUDIT DEPARTMENT. THE EXECUTIVE COMPENSATION COMMITTEE PRESENTS THE COMPENSATION ACTIONS TO THE PREMIER BOARD ANNUALLY.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC WHEN REQUIRED BY LAW OR FOR ACCREDITATION PURPOSES. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINE 11GOUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 16,048,026. MANAGEMENT AND GENERAL EXPENSES 413,883. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,461,909. PHYSICIAN FEES: PROGRAM SERVICE EXPENSES 8,895,555. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,895,555. CHI C/E DIRECT CHARGE: PROGRAM SERVICE EXPENSES 1,951,018. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,951,018. PURCHASED LABOR: PROGRAM SERVICE EXPENSES 1,907,870. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,907,870. COLLECTION FEES: PROGRAM SERVICE EXPENSES 824,343. MANAGEMENT AND GENERAL EXPENSES 13,790. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 838,133. PROF/CONSULTING FEES: PROGRAM SERVICE EXPENSES 63,572. MANAGEMENT AND GENERAL EXPENSES 291,101. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 354,673.
FORM 990, PART XI, LINE 9:EQUITY TRANSFERS WITH AFFILIATES 151,394,656. GAIN ON SALE-RELATED ENTITY 30,198,894. PENSION ADJUSTMENT 9,847,422.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (15 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
PREMIER HEALTH
110 MAIN STREET SUITE 200DAYTONOH45402311446699PARENTOH501 (C) (3)12BN/A0
MEDAMERICA HEALTH SYSTEMS CO
110 MAIN STREET SUITE 200DAYTONOH45402311040228SUPPORT ORGOH501 (C) (3)12BN/A0
MIAMI VALLEY HOSPITAL
110 MAIN STREET SUITE 200DAYTONOH45402310537504HOSPITALOH501 (C) (3)30PREMIER HEALTH
MIAMI VALLEY HOSPITAL FOUNDATION
110 MAIN STREET SUITE 200DAYTONOH45402311040231FOUNDATIONOH501 (C) (3)70PREMIER HEALTH
FIDELITY HEALTH CARE INC
110 MAIN STREET SUITE 200DAYTONOH45402311075381HOME HEALTHOH501 (C) (3)100PREMIER HEALTH
PREMIER COMMUNITY HEALTH
110 MAIN STREET SUITE 200DAYTONOH45402311122883HEALTH EDUCATIONOH501 (C) (3)100FIDELITY HEALTH CARE
GOOD SAMARITAN FOUNDATION - DAYTON
110 MAIN STREET SUITE 200DAYTONOH45402237296923FOUNDATIONOH501 (C) (3)70PREMIER HEALTH
ATRIUM HEALTH SYSTEM
110 MAIN STREET SUITE 200DAYTONOH45402310537492SUPPORT ORGOH501 (C) (3)12BN/A0
ATRIUM MEDICAL CENTER
110 MAIN STREET SUITE 200DAYTONOH45402311079309HOSPITALOH501 (C) (3)30PREMIER HEALTH
UVMC
110 MAIN STREET SUITE 200DAYTONOH45402341850683SUPPORT ORGOH501 (C) (3)12BN/A0
UPPER VALLEY PROFESSIONAL CORP
110 MAIN STREET SUITE 200DAYTONOH45402311400963HEALTH CAREOH501 (C) (3)100PREMIER HEALTH HOLDING CO
UVPC SPECIALISTS
110 MAIN STREET SUITE 200DAYTONOH45402203687536HEALTH CAREOH501 (C) (3)100PREMIER HEALTH HOLDING CO
UVMC NURSING CARE INC
110 MAIN STREET SUITE 200DAYTONOH45402311224064NURSING HOMEOH501 (C) (3)100PREMIER HEALTH
COMPUNET CLINICAL LABORATORIES LLC
110 MAIN STREET SUITE 200DAYTONOH45402311258010LABOH501 (C) (3)12B0PREMIER HEALTH
SAMARITAN BEHAVIORAL HEALTH INC
110 MAIN STREET SUITE 200DAYTONOH45402020633634BEHAVIORAL HEALTHOH501 (C) (3)70PREMIER HEALTH

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerInd
SWEITZER STREET LLC
110 MAIN STREET SUITE 200DAYTONOH45402454700417REAL ESTATEOHMVHE INCEXCLUDED00
SWEITZER MOB LLC
110 MAIN STREET SUITE 200DAYTONOH45402474554657REAL ESTATEOHMVHE INCEXCLUDED00

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (12 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
MVHE INC
110 MAIN STREET SUITE 200DAYTONOH45402311185270PHYSICIAN SVCSOHPREMIER HEALTH HOLDING COC0
PREMIER HEALTH SPECIALISTS
110 MAIN STREET SUITE 200DAYTONOH45402061744704PHYSICIAN SVCSOHPREMIER HEALTH HOLDING COC0
SAMARITAN FAMILY CARE
110 MAIN STREET SUITE 200DAYTONOH45402311299450PHYSICIAN SVCSOHPREMIER HEALTH HOLDING COC0
AFTER HOURS FAMILY CARE
110 MAIN STREET SUITE 200DAYTONOH45402311269483HEALTH CAREOHUPPER VALLEY PROFESSIONAL CORPC0
UVMC MANAGEMENT CORP
110 MAIN STREET SUITE 200DAYTONOH45402311360489MANAGEMENT COMPANYOHPREMIER HEALTHC0
PREMIER HEALTH URGENT CARE INC
110 MAIN STREET SUITE 200DAYTONOH45402822079409URGENT CAREOHPREMIER HEALTH HOLDING COC0
PREMIER HEALTH PLAN INC
110 MAIN STREET SUITE 200DAYTONOH45402463024049HEALTH INSURANCEOHPREMIER HEALTH INSURING COC0
GOOD SAMARITAN HOSPITAL
110 MAIN STREET SUITE 200DAYTONOH45402310536981HOSPITALOHPREMIER HEALTHC0
PREMIER HEALTH INT'L INSURANCE
980548485INSURANCEPREMIER HEALTHC0BUTTERFIELD BANK BLDG 6TH FLR 65HAMILTONBDHM12BD
PREMIER HEALTH ACO OF OHIO
110 MAIN STREET SUITE 200DAYTONOH45402474049773MEDICARE ACOOHPREMIER HEALTHC0
PREMIER HEALTH HOLDING CO
110 MAIN STREET SUITE 200DAYTONOH45402812419110HOLDING COOHPREMIER HEALTHC0
PREMIER HEALTH INSURING CO
110 MAIN STREET SUITE 200DAYTONOH45402464766841HEALTH INSURANCEOHPREMIER HEALTHC0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset ExchangeYes (1)AssetExchangeInd
Rental Of Facilities To Oth OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

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