2016-05-13T15:05:50-05:00 2015-06-30 KPMG LLP 1212 North 96th Street Suite 300 Omaha NE 68114 990 2014-07-01 911858433 The Nebraska Medical Center % LINDA SCHOLTING NEBR 4025594000 988145 NEBRASKA MEDICAL CENTER OMAHA NE 681988145 Stephanie Daubert CFO 4025599789 2016-05-09 true David R Zitnick P10257652 4023481450 2014 2016-08-17 19:52:53Z X STEPHANIE DAUBERT 987400 NEBRASKA MEDICAL CENTER OMAHA NE 681987400 1039158216 false X WWW.NEBRASKAMED.COM X 1997 NE LEAD THE WORLD IN TRANSFORMING LIVES TO CREATE A HEALTHY FUTURE FOR INDIVIDUALS & COMMUNITIES THROUGH PREMIER EDUCATIONAL PROGRAMS, INNOVATIVE RESEARCH & EXTRAORDINARY PATIENT CARE 8 5 7825 587 4148032 12348 4850308 9298327 874097620 1001084644 8537296 11797724 15361500 11705148 902846724 1033885843 117545952 117920393 0 0 336746700 425362697 60750 36000 793679 418132182 434219893 872485584 977538983 30361140 56346860 875768799 976519787 251072806 299577196 624695993 676942591 X LEAD THE WORLD IN TRANSFORMING LIVES TO CREATE A HEALTHY FUTURE FOR INDIVIDUALS & COMMUNITIES THROUGH PREMIER EDUCATIONAL PROGRAMS, INNOVATIVE RESEARCH, & EXTRAORDINARY PATIENT CARE. true false 185158562 17895858 189824997 ONCOLOGY SERVICE LINE CANCER TREATMENT SERVICES OFFERED BY THE CORPORATION INCLUDE TREATMENT OF LYMPHOMA, LEUKEMIA, HEAD AND NECK, BREAST, GASTROINTESTINAL, LUNG, PROSTATE, GYNECOLOGIC, BLOOD, BONE MARROW, BRAIN AND SPINE CANCERS. THE PATIENTS ARE SUPPORTED BY RESEARCH THAT IS CONDUCTED ON THE CORPORATION/UNMC CAMPUS. THE CORPORATION AND PARTNER UNMC EPPLEY CANCER INSTITUTE IS THE ONLY CLINICAL CANCER CENTER IN ITS SERVICE AREA DESIGNATED BY THE NATIONAL CANCER INSTITUTE. IN ADDITION TO TREATMENT AND CLINICAL TRIALS THE CORPORATION OFFERS SUPPORT GROUPS, SOCIAL WORK, PAIN MANAGEMENT, AND A VARIETY OF ADDITIONAL PATIENT SUPPORTIVE SERVICES. IN THE FALL OF 2008, THE CORPORATION OPENED A NEW CANCER CENTER NEAR VILLAGE POINTE OFFERING OUTPATIENT SERVICES IN EFFORT TO SERVE THE GROWING DEMAND FOR EXCELLENT CANCER CARE CLOSER TO PATIENTS' HOMES. IN THE FALL OF 2011, THE CORPORATION OPENED A CANCER CLINIC AND TREATMENT CENTER AT BELLEVUE MEDICAL CENTER. IN ADDITION, AS ONE OF THE BUSIEST PROGRAMS IN THE WORLD, THE BONE MARROW TRANSPLANTATION PROGRAM SERVED 149 PATIENTS IN THE YEAR ENDED JUNE 30, 2015. THE PROGRAM BENEFITS FROM THE RESEARCH CONDUCTED ON THE CORPORATION/UNMC CAMPUS AND THE COOPERATIVE CARE PROGRAM WHICH ASSISTS PATIENTS TO PREPARE FOR AND RECOVER FROM THE TRANSPLANT IN A HOME-LIKE SETTING WITH A CARE PARTNER OF THEIR CHOOSING. THE PROGRAM IS HOUSED IN THE LIED TRANSPLANT CENTER AND RECOGNIZES THE IMPORTANCE OF ENVIRONMENT TO THE PATIENT'S OVERALL WELL-BEING. DURING FISCAL YEAR 2015, THE ONCOLOGY SERVICE LINE INCURRED OVER 107,531 CASES AND OVER 20,370 PATIENT DAYS. APPROXIMATELY 41% OF THE NET REVENUE WAS DERIVED FROM INPATIENT CASES. 131426948 26525931 143027513 CARDIOVASCULAR SERVICE LINE THE CORPORATION PROVIDES A WIDE RANGE OF CARDIOVASCULAR SERVICES FROM DIET COUNSELING TO SURGICAL PROCEDURES AND REHABILITATION. THE CORPORATION HAS BEEN SUCCESSFUL IN RECRUITING PHYSICIANS AND HAS THE ONLY HEART FAILURE SPECIALIST IN THE REGION AND THE ONLY HEART FAILURE PROGRAM CERTIFIED BY THE JOINT COMMISSION IN THE STATE OF NEBRASKA. THE CONGESTIVE HEART FAILURE PROGRAM AND ACUTE MYOCARDIAL INFARCTION PROGRAM EACH RECEIVED THE GOLD SEAL OF APPROVAL CERTIFICATION FROM AMERICAN HEART ASSOCIATION AND ARE CERTIFIED BY THE JOINT COMMISSION. THESE SERVICES ARE THE FIRST AND ONLY NATIONALLY CERTIFIED PROGRAMS OF THEIR KIND IN THE STATE OF NEBRASKA. THE CHEST PAIN CENTER HAS RECEIVED FULL CHEST PAIN CENTER ACCREDITATION FROM THE SOCIETY OF CHEST PAIN CENTERS. THE NEBRASKA MEDICAL CENTER HAS BEEN RECOGNIZED FOR SERVICE EXCELLENCE UNDER THE J.D. POWER AND ASSOCIATES DISTINGUISHED HOSPITAL PROGRAM. WE HAVE THE ONLY JOINT COMMISSION CERTIFIED DESTINATION THERAPY PROGRAM IN THE STATE AND ARE THE ONLY HOSPITAL IN THE REGION PERFORMING HEART TRANSPLANTS AND IMPLANTING TOTAL ARTIFICIAL HEARTS. THE HOSPITAL TREATS PATIENTS FROM THE SURROUNDING REGION AND IN THE YEAR ENDED JUNE 30, 2015, APPROXIMATELY 647 OPEN HEART SURGERIES WERE PERFORMED, 39 HEART TRANSPLANTS, 40 MECHANICAL CIRCULATORY SYSTEM DEVICE IMPLANTATIONS, AND 2 TOTAL ARTIFICIAL HEART IMPLANTATIONS WERE PERFORMED. 111822757 22583736 119271731 NEUROLOGY SERVICE LINE THE CORE SERVICES INCLUDE PRECISE DIAGNOSIS AND TREATMENT OF STROKE AND VASCULAR DISEASE, MOVEMENT AND MEMORY DISORDERS, MULTIPLE SCLEROSIS BRAIN AND SPINAL TUMORS, SPINE AS WELL AS EPILEPSY. THE EPILEPSY CENTER IS THE ONLY LEVEL 4 CENTER IN THE REGION AND TREATS PATIENTS FROM THE STATE OF NEBRASKA AND THE REGION. THE CORPORATION HAS ONE OF FEW MAGNETOENCEPHALOGRAPH (MEG) SCANNERS AND TRAINED MEG SCIENTISTS IN THE REGION. THE MEG CAN DETECT BRAIN ACTIVITY IN MUCH GREATER DETAIL AND WITH MORE ACCURACY THAN PREVIOUS METHODS AND WILL ADVANCE PATIENT CARE AND RESEARCH OPPORTUNITIES GREATLY. THE CORPORATION HAS EARNED THE AMERICAN HEART ASSOCIATION/AMERICAN STROKE ASSOCIATION'S GET WITH THE GUIDELINES STROKE GOLD PLUS ACHIEVEMENT AWARD. GET WITH THE GUIDELINES IS A HOSPITAL-BASED, QUALITY-IMPROVEMENT PROGRAM DESIGNED TO ENSURE HOSPITALS CONSISTENTLY CARE FOR CARDIAC AND STROKE PATIENTS FOLLOWING THE MOST UP-TO-DATE GUIDELINES AND RECOMMENDATIONS. THE CORPORATION ALSO HOSTS THE ONLY YOUNG ADULT STROKE SUPPORT GROUP TO ADDRESS THE EMOTION AND PHYSICAL CHALLENGES OF RECOVERING FROM STROKE. IN ADDITION, U.S. NEWS AND WORLD REPORT SURVEYED THE NATION'S ROUGHLY 5,000 HOSPITALS TO COME UP WITH THIS YEAR'S LIST OF BEST HOSPITALS. FEWER THAN 150 OF THOSE HOSPITALS ARE NATIONALLY RANKED. OF THE 16 SPECIALTIES STUDIED BY U.S. NEWS AND WORLD REPORT, THE NEBRASKA MEDICAL CENTER WAS RECOGNIZED IN 9, INCLUDING NEUROLOGY AND NEUROSURGERY. DURING FISCAL YEAR 2015, NEUROSCIENCES INCURRED OVER 4,927 INPATIENTS WITH OVER 24,049 PATIENT DAYS AND OVER 39,274 OUTPATIENT BILLING UNITS APPROXIMATELY 69% OF THE REVENUE WAS DERIVED FROM INPATIENT CASES. 96452028 0 103139523 DIGESTIVE DISEASE & KIDNEY 448690484 50914868 450484871 OTHER PROGRAM SERVICES 545142512 50914868 553624394 973550779 true true false true false false false true false true true false false false true true false true false false true false false true false false true true true true true true false false false false false false false false true true false false false false true true true true false false true 395 0 true 7825 true true true false false false false true true false false false false X 8 5 true false false false true true true true true false false true true true true true true true true true false X LINDA SCHOLTING 4025599789 988145 NEBRASKA MEDICAL CENTER OMAHA NE 681988145 X Jeffrey Gold MD Chairman 1.0 0.0 X X 0 0 0 Mogens C Bay Vice Chairman 1.0 0.0 X X 0 0 0 Bruce Grewcock Treasurer 1.0 0.0 X X 0 0 0 Gail Walling Yanney MD Member 1.0 0.0 X 0 0 0 James E McClurg PHD Member 1.0 0.0 X 0 0 0 James T Canedy Member 1.0 0.0 X 0 0 0 Nancy Keegan Member 1.0 0.0 X 0 0 0 Louis W Burgher Clarkson College Pres/Member 1.0 54.0 X 334233 0 14567 Rosanna D Morris Chief Nur Officer/CEO eff 3/15 54.0 1.0 X 661088 0 96150 William S Dinsmoor Interim CEO thru 3/15 54.0 1.0 X 937578 0 118768 Dr Bradley Britigan President of Nebraska Medicine 1.0 0.0 X 0 0 0 Angela Beck Ambulatory Care Ops VP 55.0 0.0 X 165318 0 27554 Cara Schweitzer Masek Exec Dir -Enterprise Apps 55.0 0.0 X 206934 0 14793 Charles D Lasko Exec Dir -Radiology/Lab 55.0 0.0 X 240425 0 21080 Crista Madsen Exec Dir -Mktg & Communication 55.0 0.0 X 160183 0 23500 Deborah K Istas Exec Dir -Neuro Sci/BMC CEO 55.0 0.0 X 273977 0 15526 Jana Danielson Exec Dir -Revenue Cycle 55.0 0.0 X 205259 0 13290 Julie Lazure Exec Dir -Ed/Trauma CCU 55.0 0.0 X 189988 0 33992 Levi Scheppers CAO thru 5/15/NOH CEO 55.0 0.0 X 401308 0 22685 Lisa J McClane Exec Dir -Women/Children 55.0 0.0 X 208680 0 11965 Mandy Constantine Exec Dir -Telehealth 55.0 0.0 X 171584 0 12978 Matthew Pospisil Administrative Services 55.0 0.0 X 173687 0 25139 Michael F Powell Exec Dir -Pharmacy 55.0 0.0 X 212548 0 39611 Ruta P Davidson Paulette Exec Dir -Organ/Transplant/PC 55.0 0.0 X 484350 0 33018 Stephanie Daubert Chief Financial Officer 54.0 1.0 X 463961 0 20110 Suzanne Nuss Chief Nursing Officer 55.0 0.0 X 155882 0 33100 Tadd M Pullin VP Marketing and Planning 55.0 0.0 X 659763 0 96529 Theresa Franco Exec Dir -Cancer Care 55.0 0.0 X 343401 0 32528 Thomas C Macy Clinical Programs Ops VP 55.0 0.0 X 256805 0 29990 Cory Shaw System Network Devlopment COO 55.0 0.0 X 0 0 0 Dennis Bierle System Clinical Operations COO 55.0 0.0 X 0 0 0 Harris Frankel System Chief Medical Officer 55.0 0.0 X 0 0 0 Dr Michael Ash Chief Transformation Officer 55.0 0.0 X 0 0 0 Deborah Doud MD Physician 55.0 0.0 X 216065 0 25484 Jonathan Moravek MD Physician 55.0 0.0 X 216521 0 0 Marcel Devetten MD Physician/Assoc CMO thru 12/14 55.0 0.0 X 288339 0 27290 Mohammad Hoque MD Physician 55.0 0.0 X 217680 0 3110 Steven J Wees MD Physician 55.0 0.0 X 235033 0 27884 Glenn Fosdick Former CEO 0.0 0.0 X 1645486 0 124928 Joe B Graham Former COO 0.0 0.0 X 564538 0 101963 Stephen B Smith Former Chief Medical Officer 0.0 0.0 X 603925 0 88586 David S Fuller ChiefProcess Officer thru 1/14 0.0 0.0 X 264984 0 24343 Jorge A Parodi Exec Dir -Cardio/Pulmonary 0.0 0.0 X 274175 0 18513 11433698 0 1178974 335 true true false DELOITTE TOUCHE LLP FIRST NATIONAL TOWER 1601 DODGE ST OMAHA NE 681029706 PROFESSIONAL FEES 34210896 UNMC PHYSICIANS 988101 NEBRASKA MEDCIAL CENTER OMAHA NE 681988101 MEDICAL SERVICES 12173881 University of Nebraska Medical Cent 984290 Nebraska Medical Center OMAHA NE 681984290 Medical Services 10018770 CARDINAL HEALTH 5840 F ST OMAHA NE 68117 MANAGEMENT FEE 8123567 Sodexo 7100 COMMERCE WAY SUITE 280 BRENTWOOD TN 37027 MANAGEMENT FEE 6505087 202 3140882 6157445 9298327 NET PATIENT REVENUE 900099 986902300 986902300 LAB ADMINISTRATION 900099 6031904 6031904 EHR INCENTIVE PAYMENTS 900099 1563431 1563431 REMOTE PHARMACY SERVICES 446110 1766269 1585631 180638 POISON CONTROL 900099 1999815 1999815 2820925 2820925 1001084644 9749361 9749361 0 0 4355209 108358 4355209 108358 4463567 1570442 2893125 7227747 92989 5196605 75768 2031142 17221 2048363 2048363 0 0 0 ENVIRONMENTAL SVCS 900099 3394786 3394786 ONE CHART 446110 95545 95545 FAMILY PLACE 900099 845915 845915 2905335 603928 2301407 7241581 1033885843 1005748635 4148032 14690849 66886334 66886334 51034059 51034059 0 0 4948705 4948705 0 348401529 347904163 497366 15738626 15707735 30891 33474957 33441728 33229 22798880 22763016 35864 0 2080928 2080928 1113597 1113597 77070 77070 36000 36000 376228 376228 72298253 72295421 2832 5477329 5477329 6179162 6164012 15150 0 0 8692221 8692221 1235043 1231490 3553 0 444546 444546 3143361 3143361 0 51192853 51182242 10611 2076900 2076900 PHARMACY & OTHER M&C 209755304 209755304 REPAIRS & MAINTENANCE 22576432 22576432 AFFILIATED PURCHASES & AGRMNTS 5067539 5041172 26367 RENT 21849355 21790367 58988 20583772 20540944 42828 977538983 973550779 3194525 793679 113019277 131816523 166094655 167526254 158800 1086744 126250391 156056577 0 0 0 0 3004290 1027500 4768739 6748540 11726481 16116579 985808578 584714209 364219708 401094369 45540024 47192753 10817240 12284388 0 0 0 0 30169194 35569560 875768799 976519787 117873899 173491629 0 0 0 0 62788474 54518376 0 0 0 0 38834872 39084831 0 0 31575561 32482360 251072806 299577196 X 612301096 665187679 10758435 10108200 1636462 1646712 624695993 676942591 875768799 976519787 X 56346860 -2124435 -1975827 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 77070 77070 false Schedule C, Part II-B, Line 1i LOBBYING EXPENSES THIS AMOUNT CONSISTS OF HOSPITAL LOBBYING DUES PAID THROUGH ANNUAL DUES OF THE NATIONAL AND STATE HOSPITAL ASSOCIATIONS AND AN AMOUNT PAID TO BROMM & ASSOCIATES, LLC (LAW FIRM) FOR LOBBYING. 630351 X false 12403085 529284 386414 1545548 11773235 11334983 705663 937864 575424 12403086 11324608 608313 378953 976891 11334983 9728657 2441330 111526 956905 11324608 15906146 -3167621 274128 3283996 9728657 0.14000 0.86000 false false 12337152 12337152 170897124 100709051 70188073 5464537 3544516 1920021 792465417 476267432 316197985 4644348 4193210 451138 401094369 0 DUE TO AFFILIATES 13907936 OTHER LONG-TERM LIABILITIES 7319380 THIRD PARTY PAYOR SETTLEMENT 11255044 32482360 X Schedule D, Part III, Line 4 DESCRIPTION OF ART COLLECTION THE HOSPITAL DISPLAYS ITS COLLECTION OF ART THROUGHOUT THE WALLS OF THE ORGANIZATION. IT IS A COLLECTION OF IMAGES & PORTRAITS TAKEN OF VARIOUS CULTURES AROUND THE WORLD & PORTRAYS THE HOSPITAL'S CULTURE OF PROVIDING MEDICAL CARE TO PEOPLE OF ALL CULTURES. Schedule D, Part V, Line 4 ENDOWMENT FUNDS THE MAJORITY OF THE ENDOWMENT FUNDS HELD BY THE HOSPITAL ARE HELD IN ORDER TO EARN INTEREST IN ORDER TO PROVIDE SCHOLARSHIPS OR EDUCATION FOR EMPLOYEES OF THE HOSPITAL. THE TERM ENDOWMENT FUNDS INCLUDE CHARITABLE GIFT ANNUITIES. THE CONTRIBUTIONS WERE MADE TO THE HOSPITAL AND INTEREST IS PAID BACK TO THE CONTRIBUTOR AS AN ANNUITY UNTIL THE TIME OF THEIR PASSING. WHEN THIS OCCURS, THE BALANCE OF THE ANNUITY IS NO LONGER ENDOWED. Schedule D, Part X, Line 2 FIN 48 FOOTNOTE NMC HAS ADOPTED FASB INTERPRETATION NO. 48, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES - AN INTERPRETATION OF FASB STATEMENT NO. 109 (FIN 48). FIN 48 PROVIDES SPECIFIC GUIDANCE ON HOW TO ADDRESS UNCERTAINTY IN ACCOUNTING FOR INCOME TAX ASSETS AND LIABILITIES, PRESCRIBING RECOGNITION THRESHOLDS AND MEASUREMENT ATTRIBUTES. THERE WERE NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2015 OR 2014. NORTH AMERICA Program Services PROMOTE MEDICAL CARE 8865 EAST ASIA AND THE PACIFIC Program Services PROMOTE MEDICAL CARE 6651 MIDDLE EAST AND NORTH AFRICA Program Services PROMOTE MEDICAL CARE 29630 SOUTH ASIA Program Services PROMOTE MEDICAL CARE 9982 55128 55128 false false false false false false Schedule F, Part I INTERNATIONAL ACTIVITIES INTERNATIONAL ACTIVITIES INCLUDE TRAVEL TO THESE REGIONS FOR MARKETING AND PROMOTION OF INTERNATIONAL PROGRAM OF THE NEBRASKA MEDICAL CENTER INCLUDING PATIENT CARE, TRAINING, AND EDUCATION. X X X X X true All amounts under 5k false true true X true X true X true true true false true true 7033 19672951 19672951 0.02010 56562 104209479 86767348 17442131 0.01780 165 1314827 455989 858838 0.00090 63760 125197257 87223337 37973920 0.03880 15 155867 4236561 3220969 1015592 0.00100 5 3510 34763427 8751710 26011717 0.02660 11 101700059 85605020 16095039 0.01650 1 2698004 962897 1735107 0.00180 8 309 52373209 52373209 0.05360 40 159686 195771260 98540596 97230664 0.09950 40 223446 320968517 185763933 135204584 0.13830 1 1000 1722470 1374567 347903 0.00030 3 486 366556 366556 0.00040 4 1486 2089026 1374567 714459 0.00070 true 22715819 0 176166180 184436453 -8270273 X true true NEB ORTHO HOSPITAL ORTHOPEDIC HOSPITAL 0.45940 2 1 THE NEBRASKA MEDICAL CENTER 987400 NEBRASKA MEDICAL CENTER OMAHA NE 68198 HTTP://NEBRASKAMED.COM 260011 X X X X A 2 BELLEVUE MEDICAL CENTER 2500 BELLEVUE MEDICAL CENTER DRIVE BELLEVUE NE 68123 HTTP://BELLEVUE.NEBRASKAMED.COM H000115 X X X A GROUP A 12 false false true X X X X X X X X X 12 true true true true X SEE PART V, SECTION C X SEE PART V, SECTION C X true 12 true See Part V, Section C false false true X 200. 400. X X X X true true X X true X X X X X true X false X X X X true X false false Schedule H, Part V, Section B, Line 5 (CHNA) FOR THE NEBRASKA MEDICAL CENTER AND BELLEVUE MEDICAL CENTER FOR THE COMPREHENSIVE CHNA PROCESS, A STEERING COMMITTEE COMPRISED OF KEY STAKEHOLDERS FROM AREA HEALTH SYSTEMS, LOCAL COUNTY HEALTH DEPARTMENT REPRESENTATIVES, AND KEY INFORMANTS FROM SEVERAL COMMUNITY AGENCIES WORKED COLLABORATIVELY TO OVERSEE THE PROCESS. THE CHNA STEERING COMMITTEE RETAINED PROFESSIONAL RESEARCH CONSULTANTS (PRC), INC. TO CONDUCT THE SURVEY. PRC IS A NATIONALLY RECOGNIZED HEALTH CARE CONSULTING FIRM WITH EXTENSIVE EXPERIENCE CONDUCTING CHNAS SUCH AS THIS IN HUNDREDS OF COMMUNITIES ACROSS THE UNITED STATES SINCE 1994. INPUT FROM COMMUNITY STAKEHOLDERS KEY INFORMANT FOCUS GROUP DISCUSSIONS INCLUDED REPRESENTATION FROM ALL OF THE ASSESSED COUNTIES. FOCUS GROUP PARTICIPANTS WERE CHOSEN BECAUSE OF THEIR ABILITY TO PROVIDE INPUT REGARDING VULNERABLE OR MEDICALLY UNDERSERVED POPULATIONS, MINORITIES, AND/OR POPULATIONS WITH CHRONIC DISEASE. EIGHTY-SEVEN COMMUNITY STAKEHOLDERS, INCLUDING PHYSICIANS, OTHER HEALTH PROFESSIONALS, SOCIAL SERVICE PROVIDERS, AND BUSINESS AND COMMUNITY LEADERS PARTICIPATED IN FOCUS GROUP SESSIONS: A FULL LIST OF PARTICIPATING KEY INFORMANT FOCUS GROUPS AND THEIR AREAS OF EXPERTISE CAN BE FOUND HERE: HTTP://WWW.NEBRASKAMED.COM/ABOUTUS/COMMUNITY/COMMUNITY-HEALTH-NEEDS-ASSESS MENTS CHNA STEERING COMMITTEE PARTICIPANT NAMES BELOW IS A LISTING OF THE PARTICIPANTS AND THE SPONSORING ORGANIZATIONS REPRESENTED IN THE ORIGINAL CHNA STEERING COMMITTEE FORMED IN 2011. ALEGENT CREIGHTON HEALTH: BETH LLEWELLYN - VICE PRESIDENT, MISSION INTEGRATION MIKKI FROST - DIRECTOR, COMMUNITY BENEFIT AND HEALTHIER COMMUNITIES DOUGLAS COUNTY HEALTH DEPARTMENT: DR. ADI POUR - HEALTH DIRECTOR MARY BALLUFF - DIVISION CHIEF, COMMUNITY HEALTH AND NUTRITION SERVICES LIVE WELL OMAHA: KERRI PETERSON - EXECUTIVE DIRECTOR METHODIST HEALTH SYSTEM: KEN KLAASMEYER - VICE PRESIDENT RUTH FREED - DIRECTOR OF CLINICAL ALIGNMENT JEFF PROCHASKA - DIRECTOR, STRATEGIC PLANNING VISITING NURSES ASSOCIATION/POTTAWATTAMIE COUNTY: KRIS STAPP - VICE PRESIDENT, COMMUNITY HEALTH SERVICE SARPY/CASS COUNTY HEALTH DEPARTMENT: DIANE KELLY - HEALTH DIRECTOR THE NEBRASKA MEDICAL CENTER: TADD PULLIN - SENIOR VICE PRESIDENT, MARKETING, STRATEGIC PLANNING AND NETWORK OPS ANNETTE WOLFE - DIRECTOR, STRATEGIC PLANNING LESLIE SPETHMAN - GIFT OFFICER/COMMUNITY RELATIONS AND COMMUNITY BENEFIT Schedule H, Part V, Section B, Line 6a & 6b THE CHNA WAS CONDUCTED WITH OTHER HOSPITAL AND COMMUNITY BASED FACILITIES AS LISTED BELOW: THE NEBRASKA MEDICAL CENTER AND BELLEVUE MEDICAL CENTER ALEGENT CREIGHTON HEALTH SYSTEM METHODIST HEALTH SYSTEM DOUGLAS, SARPY, CASS AND POTTAWATTAMIE COUNTY HEALTH DEPARTMENTS LIVE WELL OMAHA Schedule H, Part V, Section B, Line 7a & 10a HTTP://WWW.NEBRASKAMED.COM/ABOUT-US/COMMUNITY/COMMUNITY-HEALTH-NEEDS-ASSES SMENTS Schedule H, Part V, Section B, Line 7b HTTP://WWW.DOUGLASCOHEALTH.ORG/JAVASCRIPT/HTMLEDITOR/UPLOADS/2011_CHNA_REP ORT___OMAHA_METRO_AREA__DOUGLAS__SARPY__CASS___POTTAWATTAMIE_COS_.PDF Schedule H, Part V, Section B, Line 11 TNMC HAS CURRENT PROGRAMS AND SERVICES IN PLACE TO ADDRESS EACH OF THE NINE CHNA-IDENTIFIED COMMUNITY NEEDS. HOWEVER, IN ORDER TO MAKE MEANINGFUL IMPACT, AND TO USE ITS FINANCES MOST EFFECTIVELY AND EFFICIENTLY, TNMC WILL PLACE A PRIMARY FOCUS ON DIABETES, HEART AND ACCESS TO CARE. HOWEVER, IT HAS NO PLANS TO DISCONTINUE OTHER COMMUNITY BENEFIT EFFORTS ADDRESSING THE REMAINING CHNA-IDENTIFIED NEEDS, AND MAY TOUCH UPON EACH OF THESE CATEGORIES WITHIN ITS EFFORTS TO ADDRESS ISSUES SURROUNDING ACCESS TO CARE IN UNDERSERVED POPULATIONS. FURTHER, IN ORDER TO ENSURE ALL IDENTIFIED NEEDS WILL BE ADDRESSED IN THE COMMUNITY, TNMC MET WITH THE OTHER LOCAL HEALTH SYSTEMS AND COUNTY HEALTH DEPARTMENTS TO DISCUSS THE CHNA-IDENTIFIED COMMUNITY NEEDS AND LOOK FOR OPPORTUNITIES TO COLLABORATE. THE IDENTIFIED NEEDS NOT BEING ADDRESSED BY TNMC ARE IDENTIFIED AS NUTRITION/WEIGHTS STATUS, MATERNAL, INFANT, AND CHILD HEALTH, MENTAL DISORDERS AND SUBSTANCE ABUSE, ORAL HEALTH, AND SEXUALLY TRANSMITTED DISEASES. EACH OF THESE REMAINING CHNA-IDENTIFIED NEEDS ARE BEING ADDRESSED BY ONE OF THE OTHER COMMUNITY HEALTH SYSTEMS, LOCAL UNIVERSITY MEDICAL SCHOOLS, COUNTY HEALTH DEPARTMENTS, OR COMMUNITY-BASED ORGANIZATIONS. A FULL LISTING OF THESE ARE PROVIDED IN TNMC'S CHNA REPORT AND CAN BE FOUND HERE: HTTP://WWW.NEBRASKAMED.COM/ABOUT-US/COMMUNITY/COMMUNITY-HEALTH-NEEDS-ASSES SMENTS. Implementation Strategy Plan Update The Nebraska Medical Center's 2013-2016 CHNA and implementation planning cycle identified nine significant health needs, three of which were prioritized for the planning period: 1) Access to care, 2) Heart disease and stroke, and 3) Diabetes. During fiscal year 2015, the implementation plan was fully implemented and the next CHNA was conducted to meet the 2016-2019 timeline. Below are some highlights on the progress of the 2013-2016 plan: - Funding provided to local free clinic to provide diabetic testing supplies and free diabetes education to underserved patients - Provided diabetes outreach education and screening to 500 individuals in Douglas and Sarpy Counties - Full implementation of a telehealth program designed to improve outcomes in individuals with complex diabetes; preliminary results showing improved outcomes and less hospitalizations. - Provided eleven free hernia surgeries at Nebraska Medicine Bellevue to qualifying individuals facing barriers to obtaining the surgery. - Established a community grants program to underwrite expenses for community based organizations to hold outreach events within the communities they serve - Provided funding to the Nebraska Stroke Advisory Council to fund a position to better coordinate stroke protocols across the state and help improve response times and outcomes - Underwrote costs for the Nebraska Science Festival targeted at exposing kids to science, technology, engineering and math careers The 2013-2016 CHNA and implementation plans can be found online at: http://www.nebraskamed.com/about-us/community/community-health-needs-asses sments Schedule H, Part V, Section B, Line 13h POLICY FN16: DISCOUNT/FINANCIAL ADJUSTMENTS TALKS ABOUT "DISCOUNTS FOR PATIENTS WITH NON THIRD-PARTY PAYMENT SOURCE" DISCOUNTS, SIMILAR TO DISCOUNTS OFFERED TO MANAGED CARE PLANS, ARE OFFERED FOR MOST PATIENTS THAT DO NOT HAVE THIRD-PARTY INSURANCE AND DO NOT MEET THE GUIDELINES FOR GOVERNMENTAL ASSISTANCE PROGRAMS. THIS DISCOUNT IS SUBJECT TO CHANGE BASED ON THE RATES AGREED UPON THROUGH MANAGED CARE CONTRACTS. THESE DISCOUNTS ARE INDEPENDENT OF THE CHARITY ADJUSTMENTS, AND THAT CHARITY ADJUSTMENTS ARE APPLIED AFTER THE SELF-PAY ADJUSTMENT IS APPLIED TO THE BILLED CHARGES. Schedule H, Part V, Section B, Line 16I INFORMATION ON HOW TO GET FINANCIAL ASSISTANCE IS POSTED ON THE WEBSITE UNDER PATIENT FRIENDLY BILLING WHICH IS LOCATED UNDER THE PATIENT & VISITORS SECTION. THERE ARE DEPARTMENTS LISTED WITH PHONE NUMBERS TO CALL FOR MORE INFORMATION OR TO SET UP AN APPOINTMENT. Schedule H, Part V, Section D WE DO NOT HAVE REHABILITATION, FREE STANDING DIAGNOSTIC FACILITIES, OR SKILLED NURSING. OUR OFF SITE DIAGNOSTIC SERVICES ARE INCLUDED ON OUR HOSPITAL LICENSE AND OUR HOSPITAL ANCILLARY SERVICES ARE HOSPITAL BASED AND INCLUDED ON OUR LICENSE. 8 NEBRASKA MEDICAL CENTER RADIOLOGY 2727 S 144TH ST STE 120 OMAHA NE 68144 PROVIDER BASED RADIOLOGY DEPARTMENT NEBRASKA MEDICAL CENTER LABORATORY 2727 S 144TH ST STE 160 OMAHA NE 68144 PROVIDER BASED LABORATORY DEPARTMENT NMC - BELLEVUE PHARMACY 2510 BELLEVUE MEDICAL CTR DR STE BELLEVUE NE 68123 PHARMACY CANCER CTR AT VILLAGE POINTE MED CENTER 111 N 175TH STREET OMAHA NE 68118 ONCOLOGY, RADIOLOGY, PATHOLOGY, PHARMACY, TREATMENT NMC - BELLEVUE CANCER SERVICES 2510 BELLEVUE MED CTR DR BELLEVUE NE 68123 INFUSION SERVICES ONCOLOGY CLINIC NMC CARDIOLOGY IMAGING 2727 S 144TH ST STE 290 OMAHA NE 68144 CARDIOLOGY IMAGING NMC VILLAGE POINTE ENDOSCOPY CENTER 111 N 175TH STREET OMAHA NE 68118 ENDOSCOPY SERVICES NMC BELLEVUE CANCER SERVICES 2500 BELLEVUE MED CTR DR RMS 224- BELLEVUE NE 68123 INFUSION SERVICES Schedule H, Part I, Line 3c NOT APPLICABLE AS THE ORGANIZATION DOES FOLLOW FPG TO DETERMINE ELIGIBILITY FOR PROVIDING FEE CARE TO LOW INCOME INDIVIDUALS. Schedule H, Part I, Line 6a THE ORGANIZATION'S COMMUNITY BENEFIT REPORT CAN BE ACCESSED AT: http://www.nebraskamed.com/about-us/community/community-benefit-report Schedule H, Part I, Line 7G PHYSICIAN CLINICS WERE INCLUDED IN THE SUBSIDIZED HEALTH SERVICES CALCULATION RESULTING IN ADDITIONAL NET COMMUNITY BENEFIT EXPENSE OF $2,142,226. Schedule H, Part I, Line 7, Column F The denominator used to calculate the percentage in column(f) is Form 990, Part IX, Line 25(a). Schedule H, Part I, Line 7 THESE NUMBERS ARE COMPUTED IN A COST ACCOUNTING SYSTEM THAT PRODUCES A COST FOR EVERY SERVICE THE HOSPITAL PROVIDES. RELATIVE VALUE UNITS, FOR SEVEN CATEGORIES OF EXPENSE, ARE UPDATED ANNUALLY FOR EACH PATIENT SERVICE WHICH KEEPS THE COST ACCOUNTING CURRENT. THESE COSTS PER UNIT VALUES ARE APPLIED TO THE PATIENT UTILIZATION TO COMPUTE THE TOTAL COST. THE COST ACCOUNTED TOTAL IS TIED BACK TO THE HOSPITAL'S FINANCIAL STATEMENTS TO ENSURE SYSTEM INTEGRITY. Schedule H, Part II COMMUNITY BUILDING ACTIVITIES COMMUNITY-BUILDING ACTIVITIES ARE DESIGNED TO ADDRESS THE ROOT CAUSES OF HEALTH PROBLEMS. POVERTY, HOMELESSNESS AND ENVIRONMENTAL PROBLEMS ALL CONTRIBUTE TO POOR HEALTH. THE TYPES OF PROGRAMS INCLUDED IN THIS CATEGORY SUPPORT WORKFORCE DEVELOPMENT AND TRAINING PROGRAMS TO PROVIDE EMPLOYMENT AND LEADERSHIP SKILLS TRAINING, JOB SHADOWING FOR STUDENTS INTERESTED IN HEALTH CAREERS AND ECONOMIC DEVELOPMENT SUPPORT GRANTS TO HELP REVITALIZE LOW-INCOME AREAS AND BUSINESSES. Schedule H, Part III, Line 2 & 4 THE ORGANIZATION'S FOOTNOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS DO NOT CONTAIN A FOOTNOTE SPECIFICALLY COVERING BAD DEBT EXPENSE. THOUGH PATIENT INCOME MAY QUALIFY THEM FOR FINANCIAL ASSISTANCE, THE PATIENT HAS OBLIGATIONS AS WELL TO COMPLETE FINANCIAL ASSISTANCE FORMS AND TO SUBMIT SUPPORTING DOCUMENTATION TO QUALIFY. PATIENTS WHO PROVIDE THIS INFORMATION AND QUALIFY FOR ASSISTANCE WOULD NEVER GO TO BAD DEBT. THEREFORE, IT IS REASONABLE TO STATE THAT OUR BAD DEBT EXPENSE IS FOR THOSE UNWILLING TO PAY OR UNWILLING TO WORK WITH US TO PROVIDE FINANCIAL ASSISTANCE IF AVAILABLE. IF AN ACCOUNT IS COMPLETELY WRITTEN OFF TO BAD DEBT, THE TOTAL COST VIA THE COST ACCOUNTING SYSTEM IS APPLIED. IF ONLY A PORTION OF THE ACCOUNT WAS WRITTEN OFF TO BAD DEBT, THEN BAD DEBT AS A PERCENTAGE OF CHARGE IS THEN APPLIED TO THE TOTAL COST FOR THE ENCOUNTER TO ESTIMATE THE COST ASSOCIATED WITH THE BAD DEBT. THE AMOUNT THAT GOES TO COLLECTIONS IS PATIENT LIABILITY. NOT COLLECTING THESE DOLLARS IS A DIRECT EXPENSE TO THE ORGANIZATION. AS A NOT-FOR-PROFIT HEALTHCARE ORGANIZATION, IT IS OUR RESPONSIBILITY TO HELP ANYONE WHO PRESENTS THEMSELVES WITH A HEALTH ISSUE; AS SUCH WE HAVE LESS CONTROL OVER WHAT GETS RECOGNIZED AS BAD DEBT. TO COMPUTE BAD DEBT AT COST, MANAGEMENT USED ALL DISCHARGED CASES IN PRIOR FISCAL YEAR WITH BAD DEBT WRITE-OFF. THE WRITE-OFF WAS COMPUTED AS A PERCENTAGE OF CHARGE AND THEN MULTIPLIED BY THE TOTAL COST (DETERMINED BY A DETAILED COST ACCOUNTING METHODOLOGY) TO ESTIMATE THE COST OF BAD DEBT. Schedule H, Part III, Line 8 OVERALL MEDICARE PATIENTS PRODUCE A NEGATIVE 7% MARGIN ON GROSS CHARGES. THIS IS SPREAD ACROSS MOST OF OUR PRODUCT LINES. OUR HEAVIEST LOSSES ARE FROM THE INPATIENT NEUROLOGY, ONCOLOGY AND CARDIAC PRODUCT LINES AND FROM ONCOLOGY AND SURGERY ON THE OUTPATIENT SIDE. IN GENERAL, MEDICARE INPATIENTS DO COVER THE DIRECT COSTS OF PROVIDING THEIR CARE. HOWEVER, THE INDIRECT COSTS TO SUPPORT THE HOSPITAL MUST BE ACCOUNTED FOR AND TURNS THE MARGIN NEGATIVE. THESE NUMBERS ARE COMPUTED IN A COST ACCOUNTING SYSTEM THAT PRODUCES A COST FOR EVERY SERVICE THE HOSPITAL PROVIDES. THE SYSTEM IS UPDATED ANNUALLY AND TIED TO OUR FINANCIAL STATEMENTS TO ENSURE INTEGRITY OF THE PRODUCT LINE PROFITABILITY STATEMENTS. Schedule H, Part III, Line 9b A PATIENT KNOWN TO QUALIFY FOR FINANCIAL ASSISTANCE (ONCE ALL PAPERWORK IS RECEIVED AND APPROVED) ARE FLAGGED IN THE SYSTEM AND MONITORED ACCORDINGLY TO ENSURE FINANCIAL ASSISTANCE IS POSTED TO THE PATIENT ACCOUNT. WHEN THE 12 MONTH APPROVAL EXPIRES, PATIENTS ARE CONTACTED IF SERVICES HAVE BEEN RENDERED WITHIN THE LAST SIX MONTHS TO DISCUSS SUBMITTAL OF NEW INFORMATION FOR CONTINUATION OF ASSISTANCE. IF PATIENTS NO LONGER QUALIFY, OTHER PAYMENTS OPTIONS ARE DISCUSSED PER ORGANIZATIONAL POLICY. REPORTS ARE UTILIZED FOR FOLLOW UP PURPOSES. PATIENTS WHO QUALIFY FOR 100% ASSISTANCE DO NOT RECEIVE GUARANTOR STATEMENTS (BILLS) FROM THE ORGANIZATION. PATIENTS WHO QUALIFY FOR AN 80% OR 60% DISCOUNT WORK WITH CUSTOMER SERVICE OR COLLECTION STAFF TO OUTLINE PAYMENT ARRANGEMENTS ACCORDING TO SET POLICY. Schedule H, Part VI, Line 2 NEEDS ASSESSMENT NMC USES DISEASE INCIDENCE AND PREVALENCE DATA, LEADING CAUSES OF DEATH, COMMUNITY HEALTH STATUS RESEARCH AND SUPPLY AND DEMAND ANALYSIS TO ASSESS THE HEALTH CARE NEEDS OF THE COMMUNITIES IT SERVES. ADDITIONALLY, NMC ENGAGED PROFESSIONAL RESEARCH CONSULTANTS (PRC) TO PERFORM A COMPREHENSIVE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) IN COLLABORATION WITH THE LOCAL HEALTH SYSTEMS AND COUNTY HEALTH DEPARTMENTS. Schedule H, Part VI, Line 3 PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE NMC AND BMC EMPLOY FINANCIAL COUNSELORS, CUSTOMER SERVICE STAFF AND COLLECTION STAFF, ALL OF WHOM ARE TRAINED IN ASSISTING OUR PATIENTS WITH RESOLUTION OF PATIENT LIABILITY. DEPENDING UPON INDIVIDUAL PATIENT NEEDS, PAYMENT ARRANGEMENTS OR FINANCIAL ASSISTANCE MAY BE OFFERED TO ASSIST OUR CUSTOMERS WITH RESOLUTION OF PATIENT BALANCES. ADDITIONALLY, THE ORGANIZATION WORKS WITH OUR SELF PAY POPULATION TO PURSUE COVERAGE THROUGH STATE, FEDERAL OR LOCAL PROGRAMS. CHARITY CARE POLICY: THIS POLICY OUTLINES THE GUIDELINES PATIENT FINANCIAL SERVICES (PFS) WILL USE TO ENSURE ADEQUATE AND APPROPRIATE FOLLOW UP IS COMPLETED IN ORDER FOR QUALIFYING PATIENTS TO RECEIVE CHARITY CARE. PFS WILL WORK WITH PATIENTS TO FIND PAYMENT SOLUTIONS WHEN AVAILABLE. THIS POLICY IS WRITTEN TO ENSURE A FAIR AND COMPREHENSIVE SYSTEM OF DISTRIBUTING CHARITY CARE TO FINANCIALLY BURDENED PATIENTS WITHIN THE AVAILABLE RESOURCES OF NMC IN A MANNER THAT DOES NOT DISCRIMINATE BASED ON RACE, CREED, COLOR, SEX, NATIONAL ORIGIN, RELIGION OR AGE. POLICY: A. CHARITY CARE IS AVAILABLE WHEN ALL OTHER RECOVERY SOURCES HAVE BEEN EXHAUSTED. B. CHARITY CARE IS PROVIDED TO PATIENTS WHO HAVE DEMONSTRATED INABILITY TO MEET THEIR FINANCIAL OBLIGATION TO NMC. C. CHARITY CARE WILL NOT BE APPROVED FOR ELECTIVE AND/OR COSMETIC CARE. D. CHARITY CARE MAY BE APPROVED IN THE INSTANCE OF CATASTROPHIC CARE AS DEFINED. 1. THIS COULD BE OCCASIONED BY A PERSONAL CATASTROPHE OR UNAVOIDABLE CRISIS AFFECTING AN INDIVIDUAL WHO WOULD OTHERWISE BE ABLE TO PAY FOR SERVICE, OR A PERSON WHO HAS INCOME ABOVE POVERTY LEVEL BUT IS STILL NOT ABLE TO PAY THE ENTIRE COST OF SERVICE. 2. A PATIENT GENERALLY MAY QUALIFY FOR CATASTROPHIC CHARITY CARE IN INSTANCES WHERE THE PATIENT LIABILITY IS IN EXCESS OF 25% OF ANNUAL HOUSEHOLD INCOME. E. ALL TRANSPLANT AND IRP PATIENTS MUST MEET WITH A TRANSPLANT FINANCIAL COUNSELOR TO SECURE FINANCIAL CLEARANCE. TRANSPLANT AND IRP PATIENTS MUST PASS FINANCIAL SCREENING (ACCESS-FIC-082) OR MUST BE APPROVED VIA THE TRANSPLANT VARIANCE POLICY (FN 21) CHARITY APPROVAL FOR OTHER SERVICES PRIOR TO CONSIDERATION FOR TRANSPLANT DOES NOT MEET THIS REQUIREMENT. F. PRIOR APPROVAL FOR CHARITY CARE DOES NOT APPLY FOR FUTURE ELECTIVE OR COSMETIC PROCEDURES. GUIDELINES: A. IDENTIFICATION PROCESS 1) THE HOSPITAL MAINTAINS A SEPARATE POLICY IN ORDER TO ASSURE COMPLIANCE WITH THE EMERGENCY MEDICAL TREATMENT AND ACTIVE LABOR ACT (EMTALA) AND A SEPARATE PATIENT RIGHTS AND ORGANIZATIONAL ETHICS POLICY. THIS CHARITY CARE POLICY IS SUBJECT TO THE TERMS OF THOSE POLICIES. 2) FINANCIAL COUNSELORS AUTHORIZED BY NMC WILL IDENTIFY PATIENTS REQUIRING FINANCIAL SCREENING. B. VERIFICATION OF INSURANCE ELIGIBILITY AND BENEFITS 1) THE PATIENT WILL EXECUTE AN ASSIGNMENT OF INSURANCE BENEFITS ON BEHALF OF THE HOSPITAL. 2) VERIFICATION OF ELIGIBILITY, BENEFITS, AND PAYER SOURCE WILL BE PERFORMED IN A TIMELY MANNER ACCORDING TO PATIENT FINANCE AND ACCESS SERVICES DEPARTMENTAL PROCEDURES. C. FINANCIAL COUNSELING 1) FINANCIAL COUNSELORS AND CONTRACTED VENDORS WILL ASSIST PATIENTS REQUIRING FINANCIAL ASSISTANCE. 2) FINANCIAL COUNSELORS AND VENDORS WILL ASSIST PATIENTS IN SEEKING REIMBURSEMENT FROM LOCAL, STATE, AND FEDERAL PROGRAMS WHEN THERE IS NO OTHER SOURCE OF PAYMENT AS WELL AS ASSISTING PATIENTS WITH APPLICATIONS OR MAKING APPOINTMENTS TO QUALIFY FOR GOVERNMENT PROGRAMS. 3) PATIENTS ARE RESPONSIBLE FOR FOLLOW UP MEETINGS WITH AN AGENCY THAT MAY PROVIDE FINANCIAL RESOURCES FOR HEALTH CARE SERVICES. CHARITY ASSISTANCE MAY BE TERMINATED AT ANY TIME DUE TO NON COMPLIANCE WITH THIS EXPECTATION. Schedule H, Part VI, Line 4 COMMUNITY INFORMATION WE SERVE MANY COMMUNITIES, INTERNATIONAL, REGIONAL, STATE AND LOCAL OMAHA. THE STATISTICS BELOW DESCRIBE OUR "LOCAL" OMAHA COMMUNITY DEFINED AS DOUGLAS AND SARPY COUNTIES IN NEBRASKA. THIS LOCAL AREA REPRESENTS APPROXIMATELY 71% OF OUR INPATIENT AND OUTPATIENT DISCHARGES AND VISITS. THE 2015 ESTIMATED POPULATION FOR THIS LOCAL AREA IS 725,756. THE ESTIMATED RACE BREAKDOWN OF THE POPULATION IS BELOW. WHITE NON-HISPANIC 526,875 73.64% BLACK NON-HISPANIC 70,765 9.89% ASIAN NON-HISPANIC 22,060 3.08% HISPANIC 79,481 11.11% ALL OTHERS 16,256 2.28% THERE ARE ELEVEN HOSPITALS IN NEBRASKA TO SERVE THE LOCAL COMMUNITY. METHODIST HOSPITAL, METHODIST WOMEN'S HOSPITAL, LAKESIDE HOSPITAL, BERGAN MERCY MEDICAL CENTER, MIDLANDS HOSPITAL, CREIGHTON MEDICAL CENTER, CHILDREN'S HOSPITAL, IMMANUEL HOSPITAL, NEBRASKA ORTHOPAEDIC HOSPITAL, BMC AND NMC. THERE ARE FOUR DESIGNATED MEDICALLY UNDERSERVED AREAS IN DOUGLAS COUNTY (THREE AREAS) AND SARPY COUNTY (ONE AREA.) DOUGLAS COUNTY MEDIAN HOUSEHOLD INCOME, (2010-2014) = $53,444 PERSONS BELOW POVERTY LEVEL, PERCENT (2010-2014) = 14.0% (76,054 BASED ON 2014 POPULATION ESTIMATE) SARPY COUNTY MEDIAN HOUSEHOLD INCOME, (2010-2014) = $70,121 PERSONS BELOW POVERTY LEVEL, PERCENT (2010-2014) = 5.3% (11,365 BASED ON 2014 POPULATION ESTIMATE) IN THE 2015 FISCAL YEAR, THERE WERE 17,989 MEDICAID CLAIMS IN THE LOCAL COMMUNITY AND 4,139 UNINSURED OR SELF PAY CLAIMS. OF THESE, NMC SERVED 38.5% OF THE MEDICAID CLAIMS AND 52.7% OF THE UNINSURED (OR SELF PAY). Schedule H, Part VI, Line 5 COMMUNITY BUILDING ACTIVITIES AND PROMOTION OF HEALTH NMC RECOGNIZES THE COMMUNITY BENEFIT OF ADDRESSING ROOT CAUSES OF POOR HEALTH IN ORDER TO IMPROVE COMMUNITY HEALTH. THE HOSPITAL PARTICIPATED IN SEVERAL COMMUNITY BUILDING ACTIVITIES THROUGHOUT THE PAST YEAR DESIGNED TO ADDRESS THESE ROOT CAUSES. INCLUDED IN THIS TOTAL ARE THE HOSPITAL'S EFFORTS TO SUPPORT THE MID-AMERICA HOSPITAL ALLIANCE (MAHA); AN ALLIANCE OF RURAL AND CRITICAL ACCESS HOSPITALS IN THE REGION OF WHICH THE HOSPITAL IS A FOUNDING MEMBER. THE HOSPITAL SPENDS TIME COORDINATING RESOURCES TO ENSURE SMALLER, RURAL HOSPITALS CAN HAVE ACCESS TO THE EXPERTISE AND SERVICES OF A LARGE ACADEMIC MEDICAL CENTER. NMC PROVIDES HUMAN RESOURCE CONSULTING SERVICES TO HELP THESE SMALLER INSTITUTIONS ADDRESS WIDESPREAD HEALTH CARE WORKFORCE SHORTAGES IN RURAL AREAS. THE HOSPITAL'S COMMUNITY BUILDING ACTIVITIES ALSO INCLUDE PROGRAMS INTENDED TO DRIVE ENTRY INTO HEALTH CAREERS AND NURSING PRACTICE. MANY HOSPITAL STAFF MEMBERS GIVE EDUCATIONAL PRESENTATIONS ON THE HEALTH PROFESSIONS AND PROVIDE MOCK INTERVIEW TRAINING TO AREA STUDENTS. NMC ALSO PROVIDES JOB SHADOWING OPPORTUNITIES TO UNDERGRADUATE STUDENTS WHO WISH TO EXPLORE THE HEALTH CAREERS. ADDITIONALLY, THE HOSPITAL HAS THE ONLY BIO-CONTAINMENT UNIT IN THE STATE, CONTRIBUTING TO DISASTER PREPAREDNESS ABOVE AND BEYOND LICENSURE REQUIREMENTS. MEMBERS OF THE HOSPITAL'S CRITICAL CARE AND TRAUMA STAFF SHARE THE EXPERTISE BY PARTICIPATING IN COMMUNITY COALITIONS TO IMPROVE SAFETY AND REDUCE ACCIDENTS AMONG CHILDREN, TEENS, AND SENIORS. THE HOSPITAL WORKS TO ENCOURAGE ECONOMIC GROWTH AND DEVELOPMENT BY SUPPORTING AN ECONOMIC DEVELOPMENT PARTNERSHIP AIMED AT THE DEVELOPMENT OF NEW BUSINESS IN THE CITY'S URBAN AREAS. BMC HAS PARTICIPATED IN, AND HOSTED A NUMBER OF EVENTS DESIGNED TO PROMOTE A HEALTHIER COMMUNITY. IN ADDITION TO FINANCIAL SUPPORT OF SEVERAL COMMUNITY-BASED CHARITABLE ORGANIZATIONS AND THE LOCAL CHAMBER OF COMMERCE, THE HOSPITAL'S LEADERSHIP TEAM IS ACTIVE ON COMMUNITY BOARDS. BMC ALSO HOSTS FREE MONTHLY HEALTHY REVIEW TALKS WHERE A PHYSICIAN GIVES AN EDUCATIONAL PRESENTATION ON VARIOUS DISEASES AND CONDITIONS. THESE INITIATIVES DEMONSTRATE BMC'S MISSION TO SUPPORT THE HEALTHCARE NEEDS OF THE COMMUNITY BY PROVIDING A HEALING ENVIRONMENT FOCUSED ON QUALITY, COMPASSION, AND PERSONALIZED CARE ALONG WITH ITS ONGOING COMMITMENT TO CREATE A HEALTHIER COMMUNITY THROUGHOUT ITS SERVICE AREA. OTHER INFORMATION NMC IS A NONPROFIT HOSPITAL MEETING THE REQUIREMENTS OF REVENUE RULING 69-545. IN SUMMARY, THE HOSPITAL OPERATES AN EMERGENCY ROOM OPEN TO ALL PERSONS WITHOUT REGARD TO ABILITY TO PAY, THE HOSPITAL ALSO HAS A BOARD COMPRISED OF MEMBERS FROM THE COMMUNITY, THEY HAVE AN OPEN MEDICAL STAFF POLICY, THEY ACCEPT PATIENTS PAYING THEIR BILLS WITH MEDICAID AND MEDICARE, AND THEY USE THE SURPLUS OF THEIR FUNDS TO IMPROVE THEIR FACILITIES, EQUIPMENT, PATIENT CARE, MEDICAL TRAINING, EDUCATION, AND RESEARCH. Schedule H, Part VI, Line 6 NEITHER NMC NOR BMC ARE IN AN AFFILIATED HEALTHCARE SYSTEM. Schedule H, Part VI, Line 7 NMC AND BMC FILE A COMMUNITY BENEFIT REPORT WITH THE NEBRASKA HOSPITAL ASSOCIATION ANNUALLY. true Advocates Board of the Fred & Pamela Buffett Cance 986805 Nebraska Medical Center Omaha NE 681986805 470809725 501(C)(3) 10000 General Support American Heart Association 10100 J Street Ste A Omaha NE 68127 135613797 501(C)(3) 20000 General Support Board of Regents of the Univ of NE 3835 Holdrege Lincoln NE 68583 470376531 501(C)(3) 6000000 General Support Clarkson College 101 S 42nd Street Omaha NE 681312739 363649217 501(C)(3) 3486689 General support Clarkson Regional Health Services Inc 988145 Nebraska Medical Center Omaha NE 681988145 470376531 501(C)(3) 6000000 General Support Cystic Fibrosis Foundation 11917 Pierce Plaza Omaha NE 68144 470527737 501(C)(3) 10000 General Support The Durham Western Heritage Museum 801 S 10th St Omaha NE 68108 470556061 501(C)(3) 25000 General Support Foreman Foundation 6848 S 89th St Lincoln NE 68526 462673752 501(C)(3) 20000 General Support Greater Omaha Chamber Foundation 1301 Harney Street Omaha NE 68102 470258610 501(C)(3) 30000 General support Heart Ministry Center 2222 Binney Street Omaha NE 68110 810614816 501(C)(3) 10000 General support Hope Medical Outreach Coalition 4920 S 30th Street Omaha NE 68107 470548990 501(C)(3) 21600 General support Intercultural Senior Center 2021 U Street Omaha NE 68107 272460810 501(c)(3) 7500 General support Joslyn Art Museum 2200 Dodge St Omaha NE 68102 470384577 501(C)(3) 50000 General support Knights of Ak-Sar-Ben Foundation 8707 West Center Road Suite 101 Omaha NE 68124 470447496 501(C)(3) 8333 General Support Lauritzen Gardens 100 Bancroft St Omaha NE 68108 470659701 501(C)(3) 25000 General support Legal Aid of Nebraska 209 S 19th Street 2nd Floor Omaha NE 68102 470483506 501(C)(3) 12500 PATIENTS LEGAL AID Leukemia and Lymphoma Society 12100 W Center Rd Suite 202 Omaha NE 68154 135644916 501(C)(3) 6000 General support for lymphoma research & education Live Well Omaha PO Box 31518 Omaha NE 38131 470834161 501(C)(3) 10000 General Support Make a Wish 11926 Arbor St Ste 102 Omaha NE 68144 470671096 501(C)(3) 7500 General support March of Dimes 11840 Nicholas Street Suite 101 Omaha NE 68154 131846366 501(C)(3) 10000 General support Mid-America Council BSA 12401 W Maple Rd 405 E Main St Omaha NE 681641853 470376545 501(C)(3) 17400 General support Nebraska Kidney Association 11725 Arbor St Suite 230 Omaha NE 68144 237225449 501(C)(3) 6000 General Support Omaha Children's Museum 500 South 20th St Omaha NE 68102 470594056 501(C)(3) 10000 General Support Omaha Symphony 1605 Howard St Suite B Omaha NE 68102 476039304 501(C)(3) 25000 General Support Opera Omaha 1850 Farnam St Suite 102 Omaha NE 68102 363727896 501(C)(3) 25000 General Support Partnership 4 Kids 1004 Farnam St Suite 200 Omaha NE 68102 470762798 501(C)(3) 10000 General Support Project Harmony 7110 F Street Omaha NE 68117 470789054 501(C)(3) 7500 General Support Ronald McDonald House 620 S 38th Street Suite 302 Omaha NE 681051104 470755104 501(C)(3) 15000 General Support United Way of the Midlands 1805 Harney St Omaha NE 68102 470376605 501(C)(3) 25000 General Support University of Nebraska Foundation 2285 South 67th St Suite 200 Omaha NE 681062809 470376531 501(C)(3) 25600 General Support University of Nebraska Medical Center 986800 Ne Med Ctr Suite 200 Omaha NE 681986800 470049123 501(C)(3) 26854864 General Support (AAA agreement) UNMC Physicians 988145 Ne Med Ctr Omaha NE 681988145 470785575 501(C)(3) 24002348 General Support WELLCOM 6001 Dodge Street Omaha NE 681820874 470642708 501(C)(3) 7500 General support 33 0 Financial Assistance (Pharmaceuticals) 1375 165000 BOOK PHARMACEUTICALS Financial Assistance (Charity Care) 7009 50698862 BOOK CHARITY CARE Financial Assistance (Renal-Indigent Patients) 24 170197 BOOK INDIGENT DIALYSIS Schedule I, Part I, Line 1 REVIEW AND APPROVAL OF CHARITABLE CONTRIBUTIONS THE NEBRASKA MEDICAL CENTER (NMC) HAS A COMMITTEE WHOSE RESPONSIBILITY IS TO REVIEW AND APPROVE OR DISPROVE REQUESTS FOR SPONSORSHIP. THIS COMMITTEE IS COMPRISED OF KEY EXECUTIVES AND OTHER MEMBERS OF THE LEADERSHIP TEAM, AS WELL AS REPRESENTATIVES FROM THE UNIVERSITY OF NEBRASKA MEDICAL CENTER. DECISIONS ARE MADE ON EACH REQUEST INDIVIDUALLY BASED ON A SET OF GUIDELINES ESTABLISHED BY THE ORGANIZATION. IN ORDER TO EFFECTIVELY EVALUATE AND REVIEW THE MANY REQUESTS WE RECEIVE, EACH REQUEST IS BROUGHT BEFORE OUR SPONSORSHIPS AND CHARITABLE CONTRIBUTIONS COMMITTEE FOR CONSIDERATION. THIS COMMITTEE IS COMPRISED OF KEY EXECUTIVES AND OTHER MEMBERS OF THE HOSPITAL LEADERSHIP TEAM. THE COMMITTEE CONSIDERS EACH REQUEST INDIVIDUALLY, AND CONTRIBUTIONS ARE MADE BASED ON THREE PRIMARY OBJECTIVES: 1) TO SUPPORT THE COMMUNITY NEED FOR RESOURCES ADDRESSING NEBRASKA'S LEADING CAUSES OF DEATH; INCLUDING CANCER, STROKE AND HEART DISEASE. 2) TO ALIGN WITH ORGANIZATIONS FURTHERING NMC'S CHARITABLE MISSION TO SUPPORT CAUSES WHICH SIGNIFICANTLY IMPACT THE OVERALL HEALTH STATUS OF THE COMMUNITY. 3) TO SUPPORT ORGANIZATIONS WHICH IMPACT FAVORABLY THE PUBLIC IMAGE OF THE HOSPITAL AND ENHANCE EXISTING PARTNERSHIPS OR INITIATIVES. IF A SPONSORSHIP OR CHARITABLE CONTRIBUTION REQUEST FALLS WITHIN OUR THREE PRIMARY OBJECTIVES, THE FOLLOWING CRITERIA ARE THEN APPLIED TO FURTHER ASSIST THE COMMITTEE IN MAKING FUNDING DECISIONS: 1) ORGANIZATION MUST PROVIDE PROOF OF 501(C)(3) STATUS FROM THE IRS, OR NONPROFIT DESIGNATION AS A GOVERNMENTAL OR TRIBAL ENTITY. 2) ALL REQUESTS MUST BE RECEIVED IN WRITING- NO PHONE REQUESTS WILL BE CONSIDERED. 3) REQUESTOR MUST BE ABLE TO PROVIDE THE ORGANIZATION'S NON-DISCRIMINATION POLICY. 4) MUST BE ABLE TO PROVIDE AN ORGANIZATIONAL OPERATING BUDGET AND PROJECT BUDGET UPON REQUEST. 5) PROPOSAL MUST INCLUDE A LIST OF BOARD MEMBERS, DIRECTORS, AND KEY PROJECT STAFF MEMBERS AND THE ROLE THEY SERVE IN THE ORGANIZATION. 6) REQUEST MUST INCLUDE A BRIEF NARRATIVE OF THE PROJECT, INCLUDING AN ESTIMATE OF NUMBERS OF PEOPLE SERVED BY THE REQUEST AND LOCATION OF COMMUNITIES IMPACTED BY THE ORGANIZATION'S MISSION. 7) REQUESTS FOR SPONSORSHIP NEED TO BE SUBMITTED AT LEAST 90 DAYS PRIOR TO THE EVENT, WITH REQUESTS OVER $10,000 BEING SUBMITTED BY MARCH 1 FOR CONSIDERATION IN THE NEXT FISCAL YEAR. GROUPS, PROGRAMS, AND ACTIVITIES NOT SUPPORTED BY NMC: 1) ORGANIZATIONS WITHOUT IRS 501(C)(3) OR EQUIVALENT TAX EXEMPT STATUS. 2) ORGANIZATIONS THAT DISCRIMINATE ON THE BASIS OF AGE, DISABILITY, RELIGION, ETHNIC ORIGIN, GENDER, OR SEXUAL ORIENTATION. 3) ORGANIZATIONS WITH DIVISIVE OR LITIGIOUS PUBLIC AGENDAS. 4) MEMBER BASED ORGANIZATIONS, INCLUDING CHAMBERS OF COMMERCE, ROTARY CLUBS OR IRS 501(C)(4) LEGIONS AND ASSOCIATIONS. 5) MUNICIPALITIES, INCLUDING FIRE AND POLICE DEPARTMENTS OR RELATED SOCIAL SERVICE GROUPS AND POLITICAL ORGANIZATIONS. 6) RELIGIOUS ORGANIZATIONS OR SECTARIAN PROGRAMS FOR RELIGIOUS PURPOSES. 7) FRATERNAL ORGANIZATIONS, SOCIAL CLUBS, SPORTS TEAMS OR CLUBS, ATHLETIC COMPETITIONS. 8) ENDOWMENTS. 9) MULTIYEAR REQUESTS AND PLEDGES. 10) INDIVIDUALS REQUESTING LOANS, DEBT RETIREMENTS, SCHOLARSHIP OR FELLOWSHIP ASSISTANCE. 11) TRAVEL- INCLUDING STUDENT TRIPS OR TOURS. 12) MARKETING ACTIVITIES OR PROMOTIONAL MERCHANDISE. 13) PURCHASE OR MAINTENANCE OF VEHICLES. 14) FILM OR VIDEO PROJECTS, INCLUDING DOCUMENTARIES. 15) BEAUTY PAGEANTS Schedule I, Part I, Line 2 GRANT MONITORING PROCEDURES BASED ON THE DETAILED GIFT POLICY OUTLINED IN PART I, LINE 1, THE FUNDS ARE ONLY PROVIDED FOR CHARITABLE PURPOSES, AND THOSE ORGANIZATIONS THAT RECEIVE MONIES FROM NMC ARE REQUIRED TO FOLLOW THEIR 501(C)(3) REQUIREMENTS SURROUNDING THE USE OF FUNDS RECEIVED. X X X X X X true true false true false true false false false Glenn Fosdick Former CEO 38713 0 414909 0 1191864 0 124928 0 0 0 1770414 0 456563 0 Joe B Graham Former COO 223154 0 0 0 341384 0 95726 0 7579 0 667843 0 147220 0 Stephen B Smith Former Chief Medical Officer 147977 0 0 0 455948 0 86400 0 2186 0 692511 0 105591 0 Rosanna D Morris Chief Nur Officer/CEO eff 3/15 368816 0 186261 0 106011 0 96150 0 912 0 758150 0 97157 0 William S Dinsmoor Interim CEO thru 3/15 491320 0 265732 0 180526 0 112752 0 9457 0 1059787 0 138624 0 David S Fuller ChiefProcess Officer thru 1/14 156550 0 0 0 108434 0 15628 0 8715 0 289327 0 0 0 Jorge A Parodi Exec Dir -Cardio/Pulmonary 125377 0 0 0 148798 0 12964 0 6075 0 293214 0 0 0 Angela Beck Ambulatory Care Ops VP 164179 0 0 0 1139 0 9079 0 18475 0 192872 0 0 0 Cara Schweitzer Masek Exec Dir -Enterprise Apps 189155 0 0 0 17779 0 11088 0 4233 0 222255 0 0 0 Charles D Lasko Exec Dir -Radiology/Lab 238822 0 0 0 1603 0 12770 0 8310 0 261505 0 0 0 Crista Madsen Exec Dir -Mktg & Communication 159075 0 0 0 1108 0 8006 0 16316 0 184505 0 0 0 Deborah K Istas Exec Dir -Neuro Sci/BMC CEO 255642 0 16716 0 1619 0 14796 0 2938 0 291711 0 0 0 Jana Danielson Exec Dir -Revenue Cycle 187285 0 0 0 17974 0 12160 0 1417 0 218836 0 0 0 Julie Lazure Exec Dir -Ed/Trauma CCU 181580 0 0 0 8408 0 12231 0 23447 0 225666 0 0 0 Levi Scheppers CAO thru 5/15/NOH CEO 263569 0 136591 0 1148 0 8257 0 14428 0 423993 0 0 0 Lisa J McClane Exec Dir -Women/Children 207484 0 0 0 1196 0 9050 0 4403 0 222133 0 0 0 Louis W Burgher Clarkson College Pres/Member 334233 0 0 0 0 0 0 0 14567 0 348800 0 0 0 Mandy Constantine Exec Dir -Telehealth 170408 0 0 0 1176 0 4668 0 8905 0 185157 0 0 0 Matthew Pospisil Administrative Services 160230 0 0 0 13457 0 10884 0 15207 0 199778 0 0 0 Michael F Powell Exec Dir -Pharmacy 202849 0 3000 0 6699 0 13773 0 25838 0 252159 0 0 0 Ruta P Davidson Paulette Exec Dir -Organ/Transplant/PC 333477 0 149008 0 1865 0 20827 0 12191 0 517368 0 0 0 Stephanie Daubert Chief Financial Officer 283903 0 149008 0 31050 0 0 0 20776 0 484737 0 0 0 Suzanne Nuss Chief Nursing Officer 143004 0 0 0 12878 0 6196 0 27458 0 189536 0 0 0 Tadd M Pullin VP Marketing and Planning 479661 0 173843 0 6259 0 88210 0 8943 0 756916 0 0 0 Theresa Franco Exec Dir -Cancer Care 281324 0 27813 0 34264 0 18645 0 13883 0 375929 0 0 0 Thomas C Macy Clinical Programs Ops VP 255725 0 0 0 1080 0 14015 0 16568 0 287388 0 0 0 Deborah Doud MD Physician 173506 0 27985 0 14574 0 9787 0 15697 0 241549 0 0 0 Jonathan Moravek MD Physician 215031 0 0 0 1490 0 0 0 528 0 217049 0 0 0 Marcel Devetten MD Physician/Assoc CMO thru 12/14 286375 0 0 0 1964 0 11593 0 15697 0 315629 0 0 0 Mohammad Hoque MD Physician 217296 0 0 0 384 0 0 0 3110 0 220790 0 0 0 Steven J Wees MD Physician 233691 0 0 0 1342 0 10637 0 20655 0 266325 0 0 0 Schedule J, Part I, Line 4a SEVERANCE PAYMENTS THE FOLLOWING EMPLOYEES WERE TERMINATED DURING FISCAL YEAR 2015 AND RECEIVED SEVERANCE PAYMENTS DURING CALENDAR YEAR 2014: GLENN FOSDICK $735,301 STEPHEN B. SMITH $348,593 JOE B. GRAHAM $190,772 JORGE A. PARODI $102,411 DAVID S. FULLER $94,947 Schedule J, Part I, Line 4b NONQUALIFIED RETIREMENT PLANS CERTAIN EXECUTIVES DO PARTICIPATE IN SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS. A PAYOUT OCCURRED DURING THE YEAR FROM A SUPPLEMENTAL NONQUALIFIED PLAN TO THE FOLLOWING INDIVIDUALS: GLENN FOSDICK $456,563 JOE B. GRAHAM $147,220 WILLIAM S. DINSMOOR $138,624 STEPHEN B. SMITH $105,591 ROSANNA D. MORRIS $97,157 Schedule J, Part I, Line 5a & 6a CONTINGENT COMPENSATION THE ORGANIZATION'S REVENUES AND NET EARNINGS ARE TAKEN INTO CONSIDERATION WHEN CALCULATING EXECUTIVE INCENTIVE COMPENSATION IN ADDITION TO OTHER NON-FINANCIAL FACTORS. EXECUTIVE INCENTIVE COMPENSATION IS DETERMINED BY SEVERAL KEY METRICS THAT ARE ESTABLISHED BY THE NEBRASKA MEDICAL CENTER BOARD OF DIRECTORS. THESE METRICS ARE INCLUSIVE OF STRATEGIC, FINANCIAL, OPERATIONAL AND QUALITY OUTCOMES. ON AN ANNUAL BASIS, THE NEBRASKA MEDICAL CENTER BOARD OF DIRECTORS REVIEWS ACHIEVEMENT OF PRESET TARGETS AND APPROVES INCENTIVES WHEN WARRANTED. THESE PERFORMANCE PAYMENTS ARE IN LIEU OF A TYPICAL EXECUTIVE'S BASE PAY. THE BOARD OF DIRECTORS AND EXECUTIVES DETERMINED IT IS IN THE BEST INTEREST OF THE ORGANIZATION TO HAVE A PORTION OF THEIR BASE PAY SUBJECT TO FORFEITURE UNLESS THE PRE-DETERMINED FINANCIAL AND NON-FINANCIAL FACTORS DISCUSSED ABOVE ARE ACHIEVED. INCENTIVE COMPENSATION RELATED TO FY14 PERFORMANCE WERE PAID TO THE FOLLOWING INDIVIDUALS: GLENN FOSDICK $414,909 WILLIAM S. DINSMOOR $265,732 ROSANNA D. MORRIS $186,261 TADD M. PULLIN $173,843 STEPHANIE DAUBERT $149,008 RUTA P. DAVIDSON $149,008 LEVI SCHEPPERS $136,591 JORGE A. PARODI $125,377 DEBRA DOUD $27,985 THERESA FRANCO $27,813 DEBORAH K. ISTAS $16,716 MICHAEL F. POWELL $3,000 A Hospital Auth No 2 of Douglas County NE 521440769 259230HT0 2003-12-10 41792267 REFUND BOND ISSUE (8/22/1991) false false false B HOSPITAL AUTH NO 2 OF DOUGLAS COUNTY NE 521440769 2014-05-01 51000000 REFUND BOND ISSUE false false false A 31740000 0 41762254 4177670 0 0 834246 0 0 3768 36879309 0 1994 true false true true B 4841041 0 51000000 0 0 0 0 0 0 1061084 49938916 0 2014 true false true true A false false 0 B false false true true true true 0.00500 0.00000 0.00500 false false false true A false false true true false false 0 false 0 false true B false true true true First National 10. false false false 0 false true A true B true Schedule K, Part II, LINE 3, COLUMN A BOND ISSUE - PROCEEDS THE TOTAL PROCEEDS DO NOT EQUAL THE SUMMATION OF LINES 4-12 DUE TO TRANSFERRED OR REPLACEMENT PROCEEDS IN LINE 4. SCHEDULE K, PART II, LINE 4, COLUMN A BOND ISSUE - RESERVE THE RESERVE AMOUNT IS HIGHER THAN THE REQUIRED RESERVE DUE TO APPRECIATION OF THE INVESTMENT AT 6/30/2014. SCHEDULE K, PART III, COLUMN A BOND ISSUE - PRIVATE BUSINESS USE PER THE INSTRUCTIONS, THIS PART IS NOT TO BE COMPLETED FOR POST-DECEMBER 31, 2002 BOND ISSUES WHICH REFUND A PRE-JANUARY 2003 ISSUE. SCHEDULE K, PART IV, LINE 2C, COLUMN A REBATE COMPUTATION DATE THE REBATE COMPUTATION WAS PERFORMED WAS NOVEMBER 30, 2013. BRUCE LAURITZEN PRESIDENT 1ST NATL BANK 119370 SERVICES AND FEES false BRUCE GREWCOCK KIEWIT CONSTRUCTION, PRES 561213 CONSTRUCTION SERVICES false CANEDYPULLINFOSDICKDINSMOOR SIMPLYWELL BOARD MEMBERS 568569 SERVICES, SUPPLIES, RENTAL false SMITHCANEDYDINSMOORPULLINMACY NOH LLC BOARD MEMBERS 2050386 SERVICES AND SUPPLIES false WILLIAM S DINSMOOR WIFE IS EMPLOYEE 211987 EMPLOYMENT false WILLIAM S DINSMOOR BROTHER IS EMPLOYEE 29585 EMPLOYMENT false JOE B GRAHAM DAUGHTER IS EMPLOYEE 28865 EMPLOYMENT false DEBORAH K ISTAS SON IS EMPLOYEE 15348 EMPLOYMENT false Schedule L, Part IV BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS 1.) THE SERVICES THAT ARE PROVIDED BY FIRST NATIONAL BANK OF OMAHA CONSIST OF SERVICES AND FEES. 2.) THE SERVICES THAT ARE PROVIDED BY KIEWIT CONSTRUCTION CONSIST OF FEES EARNED ON CONSTRUCTION CONTRACTS FOR PROJECTS THROUGHOUT THE CAMPUS. 3.) THE TRANSACTIONS WITH SIMPLYWELL CONSISTS OF RENTAL INCOME TO NMC FOR THE LEASE OF SPACE AND OTHER INCOME FOR SALE OF SERVICES AND SUPPLIES, SUCH AS PARKING, SUPPLY CHAIN AND PHONE SERVICES. APPROXIMATELY 80% OF THE TOTAL TRANSACTION RELATES TO PAYMENTS TO SIMPLYWELL FOR THE WELLNESS PROGRAM FOR NMC EMPLOYEES. 4.) THE SERVICES PROVIDED TO/FROM NOH LLC ARE COMPRISED OF RENT, SUPPLIES AND SERVICES. Form 990, Part VI, Line 2 BUSINESS AND FAMILY RELATIONSHIPS MR. BRUCE GREWCOCK AND MR. MOGENS BAY HAVE A BUSINESS RELATIONSHIP (THROUGH BOARD OF DIRECTORS RELATIONSHIP). MR. WILLIAM DINSMOOR, DR. JAMES CANEDY AND MR. TADD PULLIN HAVE A BUSINESS RELATIONSHIP (THROUGH BOARD OF DIRECTORS RELATIONSHIP, SimplyWell). MR. WILLIAM DINSMOOR, MR. HARRIS FRANKEL AND MR. CHARLES LAKSO HAVE A BUSINESS RELATIONSHIP (THROUGH BOARD OF DIRECTORS RELATIONSHIP, Bellevue Medical Center). MR. WILLIAM DINSMOOR, MS. STEPHANIE DAUBERT AND MR. LOUIS BURGHER HAVE A BUSINESS RELATIONSHIP (THROUGH BOARD OF DIRECTORS RELATIONSHIP, Clarkson Regional Health Services). MR. WILLIAM DINSMOOR, DR. JAMES CANEDY, MR. THOMAS MACY, MR. LEVI SCHEPPERS, MR. HARRIS FRANKEL AND MS. STEPHANIE DAUBERT HAVE A BUSINESS RELATIONSHIP (THROUGH BOARD OF DIRECTORS RELATIONSHIP, Nebraska Health Partners). MR. WILLIAM DINSMOOR AND DR. JAMES CANEDY HAVE A BUSINESS RELATIONSHIP (THROUGH BOARD OF DIRECTORS RELATIONSHIP, Clarkson College). MR. WILLIAM DINSMOOR, DR. JAMES CANEDY, MS. ROSANNA MORRIS, MR. BRAD BRITIGAN AND MS. STEPHANIE DAUBERT HAVE A BUSINESS RELATIONSHIP (THROUGH BOARD OF DIRECTORS RELATIONSHIP, Nebraska Health Network). MR. TADD PULLIN, MR. LEVI SCHEPPERS, MR. HARRIS FRANKEL AND MS. STEPHANIE DAUBERT HAVE A BUSINESS RELATIONSHIP (THROUGH BOARD OF DIRECTORS RELATIONSHIP, Nebraska Orthopaedic Hospital). Form 990, Part III, Line 2 EFFECTIVE JULY 1, 2014, UNMC Physicians ("UNMCP") AND THE NEBRASKA MEDICAL CENTER ("TNMC") ENTERED INTO AN INTERIM CLINICAL ENTERPRISE INTEGRATION AND MANAGEMENT AGREEMENT (THE "INTERIM AGREEMENT"). THE CLINICAL ENTERPRISE IS DEFINED AS TNMC, AND UNMCP. UNDER THE TERMS OF THE AGREEMENT, UNMCP DESIGNATES TNMC AS ITS AGENT AND SERVICE PROVIDER TO PROVIDE MANAGEMENT SERVICES TO UNMCP AND TO FACILITATE THE FINANCIAL, OPERATIONAL, AND MANAGERIAL INTEGRATION OF THE CLINICAL ENTERPRISE EFFECTIVE JULY 1, 2014. DURING THE TERM OF THIS AGREEMENT, THE PARTIES WILL CONTINUE TO WORK TOWARDS FINALIZATION OF THE LEGAL INTEGRATION AND CREATION OF A PERMANENT GOVERNANCE STRUCTURE FOR THE CLINICAL ENTERPRISE. AS PART OF THE PERMANENT INTEGRATION, IT IS ANTICIPATED THAT A SIGNIFICANT PORTION OF THE ASSETS AND LIABILITIES OF UNMCP WILL NOT BE CONTRIBUTED TO THE CLINICAL ENTERPRISE, AND WILL REMAIN IN CONTROL OF THE UNMC COLLEGE OF MEDICINE. WITH THE INTERIM AGREEMENT, TNMC MANAGES THE DAY TO DAY FUNCTIONS FOR UNMCP INCLUDING CASH COLLECTIONS, PATIENT BILLINGS, ACCOUNTS PAYABLE AND OTHER SUPPORT FUNCTIONS. TNMC ASSUMED EMPLOYMENT FOR CERTAIN NON-PHYSICIAN STAFF AND CLINICAL EMPLOYEES AS OF DECEMBER 19, 2014. UNMCP CONTRACTED TO LEASE BACK CERTAIN CLINICAL STAFF AFTER THIS DATE TO SUPPORT THE CLINICAL ACTIVITIES. IN ADDITION, TNMC ASSUMED THE FUNDING FOR CERTAIN UNMC COLLEGE OF MEDICINE COSTS DURING 2015, UNDER AN ACADEMIC PROGRAM FUNDING AGREEMENT. THESE COSTS HISTORICALLY WERE FUNDED BY UNMCP BY TRANSFERS TO UNMC AND THEN PARTIALLY REIMBURSED BY TNMC THROUGH THEIR CONTRACTS WITH UNMCP. THIS HAS FURTHER REDUCED THE OTHER CONTRACT REVENUE. Form 990, Part VI, Line 6 MEMBERS THE CORPORATION HAS TWO MEMBERS, THE BOARD OF REGENTS OF THE UNIVERSITY OF NEBRASKA (BOARD OF REGENTS) AND CLARKSON REGIONAL HEALTH SERVICES, INC. (CRHS) Form 990, Part VI, Line 7a & 7b GOVERNING BODY APPOINTMENT BOARD OF REGENTS AND CRHS EACH APPOINT SIX MEMBERS TO THE BOARD OF DIRECTORS. BOARD OF REGENTS AND CRHS ARE REQUIRED TO APPROVE THE FOLLOWING DECISIONS MADE BY THE NEBRASKA MEDICAL CENTER BOARD OF DIRECTORS: A)AMENDMENTS TO THE CORPORATION'S ARTICLES OF INCORPORATION & BYLAWS B)AMENDMENTS TO, OR DECLARATIONS OF DEFAULT UNDER, THE JOINT OPERATING AGREEMENT (JOA) C)MERGER, LIQUIDATION OR DISSOLUTION OF THE CORPORATION D)RETENTION OF RESPECTIVE OWNERSHIP OF ALL PROPERTY, PLANT AND EQUIPMENT, SUBJECT TO THE TERMS OF THE LEASE OR MANAGEMENT AGREEMENT WITH THE CORPORATION SET FORTH IN THE JOA E)DISPOSITION OF DEFINED MEMBER ASSETS VALUED IN EXCESS OF A STATED AMOUNT F)ADDITIONAL CAPITAL INVESTMENTS IN THE CORPORATION NOT SET FORTH IN THE JOA G)CAPITAL EXPENDITURES BY THE MEMBERS FOR DEFINED PROJECTS RELATING TO THE CORPORATION IN EXCESS OF A STATED AMOUNT H)DEBT ISSUANCE FOR DEFINED PROJECTS UNRELATED TO THE CORPORATION I)ADMISSION OF ADDITIONAL PARTICIPANTS IN THE CORPORATION IF SUCH ADMISSION IS BEYOND THE POWERS DELEGATED Form 990, Part VI, Line 11b REVIEW OF 990 PRIOR TO FILING A COPY OF THE FORM 990 WAS PRESENTED TO THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. IN ADDITION, THE BOARD OF DIRECTORS WERE PROVIDED A COPY OF THE FORM 990 TO REVIEW ON THE SECURED BOARD PORTAL CALLED BOARD EFFECT BEFORE IT WAS FILED. Form 990, Part VI, Line 12c MONITORING AND ENFORCEMENT OF BOARD INDEPENDENCE EACH MEMBER OF THE BOARD OF DIRECTORS, OFFICERS AND KEY EMPLOYEES DISCLOSES ANNUALLY THAT HE/SHE IS EITHER AN OFFICER, DIRECTOR, MEMBER, OWNER, AGENT OR ASSOCIATED IN SOME MANNER WITH DELINEATED BUSINESS ENTITIES THAT EITHER HAVE OR MIGHT REASONABLY BE EXPECTED TO HAVE A BUSINESS RELATIONSHIP WITH NMC. EACH BOARD MEMBER AGREES TO MAKE CONFLICTS KNOWN AND WITHDRAW FROM PARTICIPATION IN DELIBERATIONS IF A SUBSEQUENT CONFLICT ARISES. DISCLOSURE STATEMENTS ARE DISTRIBUTED ANNUALLY AND MONITORED BY THE CORPORATE COMPLIANCE OFFICER FOR COMPLETION. ANY DISCLOSED CONFLICTS ARE BROUGHT TO THE ATTENTION OF THE CHAIRMAN OF THE BOARD FOR BOARD MEMBERS AND OFFICERS OR TO THE OFFICERS FOR KEY EMPLOYEES. Form 990, Part VI, Line 15a & 15b COMPENSATION OF OFFICERS, DIRECTORS AND KEY EMPLOYEES SENIOR EXECUTIVE COMPENSATION IS GOVERNED THROUGH THE BY-LAWS FOR NMC. IN ACCORDANCE WITH PROVISIONS SET FORTH IN THE BY-LAWS FOR NMC, AN EXECUTIVE COMPENSATION COMMITTEE IS APPOINTED BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS ENGAGES A THIRD PARTY CONSULTANT TO PROVIDE COMPARABLE DATA FOR REVIEW OF EXECUTIVE SALARIES, ASSESS THE OVERALL COMPENSATION AND BENEFIT PACKAGE AND PROVIDE ADVICE TO THE EXECUTIVE COMPENSATION COMMITTEE ON COMPENSATION AND REGULATORY MATTERS. THE COMMITTEE REVIEWS THE DATA AND RECOMMENDATIONS PROVIDED BY THE CONSULTANT WHICH IS BASED ON COMPETITIVE ASSESSMENTS WITH PEER ORGANIZATIONS AND NATIONAL TRENDS. THE FOLLOWING IS A BRIEF SUMMARY OF THE CONSULTANT'S WORK: FACT FINDING: COLLECT PERTINENT INFORMATION ABOUT NMC AND ITS EXECUTIVE TOTAL COMPENSATION PROGRAMS (SALARIES, INCENTIVE AWARD LEVELS, BENEFITS AND PREREQUISITES). ANALYSIS OF TOTAL COMPENSATION: USING NMC'S EXISTING COMPENSATION PHILOSOPHY AS THE BASIS OF THE STUDY, ANALYZE ALL ELEMENTS OF THE EXECUTIVE COMPENSATION PROGRAM, BOTH INDIVIDUALLY AND IN AGGREGATE. USING A PROPRIETARY DATABASE AND PUBLISHED SURVEYS, COMPARE NMC COMPENSATION AND BENEFIT PROGRAM AND PRACTICES TO THOSE IN ITS NATIONAL PEER GROUP OF ORGANIZATIONS SIMILAR IN SIZE AND COMPLEXITY. PRESENT A WRITTEN REPORT TO THE COMPENSATION COMMITTEE WHICH SUMMARIZES: 1)BEST PRACTICES AND REGULATORY REQUIREMENTS FOR GOVERNING EXECUTIVE PAY 2)COMPETITIVE ANALYSIS OF THE CASH COMPENSATION PROGRAM 3)COMPETITIVE ANALYSIS OF THE LEVELS AND PROVISIONS OF THE BENEFIT PROGRAM 4)OPPORTUNITIES FOR STRENGTHENING THE PROGRAM 5)RECOMMENDATIONS, AS APPROPRIATE Form 990, Part VI, Line 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE TYPICALLY NOT MADE AVAILABLE TO THE PUBLIC. HOWEVER, IF SOMEONE COMES INTO THE ACCOUNTING DEPARTMENT AND REQUESTS TO VIEW THE DOCUMENTS, THEY WOULD BE MADE AVAILABLE TO VIEW IN THE OFFICE. Form 990, Part VI, Line 1a Advisory Board DURING THE FISCAL YEAR ENDED JUNE 30 2014, THE BOARD OF DIRECTORS OF THE NEBRASKA MEDICAL CENTER ADOPTED A RESOLUTION WHICH DELEGATED CERTAIN AUTHORITY OVER THE GOVERNANCE OF TNMC TO AN ADVISORY BOARD COMPRISED OF JEFFREY GOLD, MD, CHAIRMAN, BRADLEY BRITIGAN, MD., MOGENS BAY, BRUCE GREWCOCK, NANCY KEEGAN, JAMES MCCLURG PHD, CHARLES BURT, MD, TIMOTHY KINGSTON, MD, DEBRA ROMBERGER MD, CARL SMITH MD, WILLIAM DINSMOOR (thru 03/2015), Rosanna Morris (Beg. 03/2015). TNMC BOARD OF DIRECTORS RETAINED THE AUTHORITY TO MAKE ANY CHANGES TO THE JOINT OPERATING AGREEMENT, THE ACADEMIC AFFILIATION AGREEMENT, OR THE ARTICLES OF INCORPORATION OR BYLAWS OF TNMC. THE BOARD ALSO RETAINED THE RIGHT AND AUTHORITY TO RESCIND OR AMEND THE RESOLUTION AT ANY TIME. THIS RESOLUTION AND THE RESULTING CREATION OF AN ADVISORY BOARD IS AN INTERIM STEP TOWARDS THE COMBINATION OF THE NEBRASKA MEDICAL CENTER (TNMC), BELLEVUE MEDICAL CENTER (BMC) AND UNMC PHYSICIANS TO FORM AN INTEGRATED CLINICAL ENTERPRISE. THE FOLLOWING MEMBERS OVERLAP ON THE ADVISORY BOARD AND BOARD OF DIRECTORS FOR THE NEBRASKA MEDICAL CENTER: MOGENS C. BAY BRUCE GREWCOCK JEFFREY GOLD, MD NANCY KEEGAN JAMES E. MCCLURG, PHD Form 990, Part XI, Line 9 RECONCILIATION OF NET ASSETS Change in Pension Accounts (1,310,271) Net Assets Released (665,556) Total (1,975,827) Form 990, Part III, Line 4d SOLID ORGAN TRANSPLANTATION SERVICE LINE THE CORPORATION OPERATES ONE OF THE BUSIEST SOLID ORGAN TRANSPLANT PROGRAMS IN THE WORLD. IN THE YEAR ENDED JUNE 30, 2015, THE CORPORATION PERFORMED 263 SOLID ORGAN TRANSPLANTS INCLUDING LIVER, KIDNEY, HEART, PANCREAS AND SMALL BOWEL. THE SUCCESS OF THE CORPORATION'S SOLID ORGAN TRANSPLANT PROGRAM IS HEIGHTENED BY RESEARCH DONE ON THE CORPORATION/UNMC CAMPUS. PATIENTS HAVE COME TO THE CORPORATION FOR SINGLE-OR MULTIPLE-ORGAN TRANSPLANT FROM ALL 50 STATES AND FIVE CONTINENTS. DURING FISCAL YEAR 2015, THE SOLID ORGAN TRANSPLANTATION SERVICE LINE INCURRED OVER 41,858 CASES AND 23,589 PATIENT DAYS. APPROXIMATELY 81% OF THE REVENUE WAS DERIVED FROM INPATIENT CASES. ALL OTHER HOSPITAL SERVICES WITH A HISTORY DATING BACK TO 1869, THE NEBRASKA MEDICAL CENTER WAS FORMED WITH THE MERGING OF BISHOP CLARKSON MEMORIAL HOSPITAL AND UNIVERSITY HOSPITAL AND CONTINUES TO ATTRACT PATIENTS FROM THE REGION AND AROUND THE WORLD. THE NEBRASKA MEDICAL CENTER IS A TERTIARY/QUATERNARY ACADEMIC MEDICAL CENTER. THE CORPORATION IS THE LARGEST HEALTH CARE FACILITY IN THE STATE WITH MORE THAN 7,300 EMPLOYEES AND OVER 900 PHYSICIANS ON STAFF PRACTICING IN ALL MAJOR SPECIALTIES AND SUB-SPECIALTIES. BESIDES SEVERAL KEY SERVICES IN CARDIOLOGY, ONCOLOGY, TRANSPLANT AND NEUROLOGY, THE HOSPITAL OFFERS COMPREHENSIVE CARE IN WOMEN'S SERVICES FOR OBSTETRICS AND GYNECOLOGY, AS WELL AS PEDIATRIC SERVICES, ORTHOPEDICS, RHEUMATOLOGY, AND PULMONARY CARE. IN ADDITION, THE CORPORATION HAS ONE OF THE REGION'S LARGEST HYPERBARIC MEDICINE PROGRAMS. THE MEDICAL CENTER ALSO HAS ONE OF THE FEW BIOCONTAINMENT UNITS IN THE UNITED STATES EQUIPPED TO SAFELY CARE FOR THOSE EXPOSED TO HIGHLY CONTAGIOUS, DANGEROUS DISEASES. In September, October, and November of 2014, the Nebraska Biocontainment Unit was activated to provide care for three Americans who contracted the Ebola Virus during the West Africa outbreak. This response resulted in Nebraska Medical Center and UNMC becoming one of three designated Ebola Treatment and Education Centers in the United States. Biocontainment Unit staff have continued to educated public health and infectious disease teams from around the world about safe protocols and responses to infectious diseases. Nebraska Medical Center also became a regional leader in trauma care with the establishment of its 24/7 Trauma Program in August of 2014. This change resulted in a 48% increase in trauma patients and admits to the hospital. ITS DIABETES CENTER IS A RECOGNIZED EDUCATION PROGRAM BY THE AMERICAN DIABETES ASSOCIATION AND HAS EARNED THE JOINT COMMISSION'S GOLD SEAL OF APPROVAL FOR ADVANCED INPATIENT DIABETES CARE. IN PARTNERSHIP WITH UNMC, THE NEBRASKA MEDICAL CENTER CONTINUED CONSTRUCTION OF THE FRED & PAMELA BUFFETT CANCER CENTER, THE LARGEST SINGLE PROJECT EVER ON CAMPUS. THE PROJECT WILL BE COMPLETED IN 2016 AND SCHEDULED TO OPEN IN EARLY 2017. 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