2016-05-13T18:26:57-05:00 2015-06-30 ERNST & YOUNG US LLP 425 HOUSTON ST SUITE 600 FORT WORTH TX 76102 990 2014-07-01 730700090 Saint Francis Hospital Inc % ERIC E SCHICK SAIN 9185028126 6600 S Yale Ave Suite 400 TULSA OK 741363319 ERIC E SCHICK TREASURER/CFO 9184948430 2016-05-13 KATHLEEN MOSELEY P00116760 8173351900 2014 2016-08-17 19:52:53Z Eric Schick 6600 S Yale Ave Suite 400 Tulsa OK 741363319 2865630323 false 0928 X HTTP://WWW.SAINTFRANCIS.COM X 1960 OK TO EXTEND THE PRESENCE AND HEALING MINISTRY OF CHRIST IN ALL WE DO. 3 1 6579 650 243687 -647717 398005 7550662 892044340 942944396 24500525 22857615 25910861 25426114 942853731 998778787 3383935 3151729 0 0 339357986 355329629 0 0 0 434852450 475123339 777594371 833604697 165259360 165174090 2007706955 2142531880 364871670 335796958 1642835285 1806734922 X TO EXTEND THE PRESENCE AND HEALING MINISTRY OF CHRIST IN ALL WE DO. false false 614466346 3151729 948088526 STATEMENT OF ACCOMPLISHMENTS SAINT FRANCIS HOSPITAL, INC. (SFH) IS A MEMBER OF SAINT FRANCIS HEALTH SYSTEM, INC. (SYSTEM). THE SYSTEM IS A CATHOLIC, NOT-FOR-PROFIT HEALTH SYSTEM WHOSE MISSION IS TO EXTEND THE PRESENCE AND HEALING MINISTRY OF CHRIST IN ALL WE DO. THE SYSTEM IS ANCHORED BY SFH, A 1,112-BED TERTIARY CENTER, WHICH INCLUDES THE REGION'S ONLY CHILDREN'S HOSPITAL AND LEVEL IV NEONATAL INTENSIVE CARE UNIT, A 168-BED HEART HOSPITAL AND TULSA'S LEADING TRAUMA AND EMERGENCY CENTER. ADDITIONALLY, THE SYSTEM EMPLOYS 306 PROVIDERS WITH 289 OF THOSE SERVING THROUGH WARREN CLINIC INC. (WCI), WHICH SERVES THE REGION WITH OVER 73 LOCATIONS THROUGHOUT EASTERN OKLAHOMA. IN TOTAL, THE SYSTEM HAS MORE THAN 8,400 EMPLOYEES, 1,000 PHYSICIANS ON MEDICAL STAFF AND 700 VOLUNTEERS, MAKING IT THE LARGEST TULSA COUNTY PRIVATE EMPLOYER, WITH HOSPITALS, PHYSICIAN CLINICS, MENTAL HEALTH FACILITIES, TRAUMA EMERGENCY CENTERS, REHABILITATION FACILITIES, A FITNESS CENTER, A NEONATAL INTENSIVE CARE UNIT, AND HOME HEALTH SERVICES. AS A MEMBER OF THE SYSTEM AND A NOT FOR PROFIT ORGANIZATION, EACH YEAR SFH PROVIDES MILLIONS OF DOLLARS OF CHARITY CARE TO PATIENTS THROUGHOUT THE STATE OF OKLAHOMA, SOUTHERN KANSAS, SOUTHWESTERN MISSOURI AND WESTERN ARKANSAS. WHILE THIS CARE REPRESENTS A LARGE PERCENTAGE OF SFH'S GIFT BACK TO THE COMMUNITY, IT IS STILL ONLY PART OF WHAT SFH CONSIDERS AS HEALING MINISTRY OF CHRIST. THE SYSTEM'S MISSION OF EXTENDING THE PRESENCE AND HEALING MINISTRY OF CHRIST IS EPITOMIZED IN SFH'S GIVING BACK TO ITS COMMUNITY. IT TAKES THE FORM OF HUNDREDS OF PROGRAMS AND ACTS OF CHARITY PROVIDED DAILY ACROSS THE STATE OF OKLAHOMA - FREE HEALTH SCREENINGS, SUPPORT GROUPS, MEDICAL SERVICES, EDUCATIONAL PROGRAMS, HEALTH FAIRS AND MORE. SFH PROVIDES SIGNIFICANT AMOUNTS OF UNCOMPENSATED SERVICES. UNCOMPENSATED SERVICES ARE THE COSTS OF PROVIDING FREE AND REDUCED COST CARE, WHICH INCLUDES CHARITY CARE AND UNPAID COSTS OF MEDICAID PROGRAMS. AS A NOT FOR PROFIT HOSPITAL, SFH PROVIDES SERVICES TO EVERYONE, REGARDLESS OF THEIR ABILITY TO PAY OR THEIR INSURANCE COVERAGE. THUS, IT PROVIDES A MUCH NEEDED SAFETY NET FOR MEMBERS OF THE SFH COMMUNITY WHO WOULD OTHERWISE HAVE NO ACCESS TO MEDICAL CARE. SFH, IN THE FALL OF 2004, SET INTO PLACE PROVISIONS THAT INCREASE THE HOSPITAL'S ABILITY TO OFFER CHARITY CARE TO THOSE LESS FORTUNATE AND PROVIDE THOSE LACKING HEALTH CARE COVERAGE WITH FREE CARE TO LESSEN THE BURDEN AND ANXIETY OFTEN CAUSED BY HEALTH CARE EXPENSES. THE CHARITY CARE POLICY PROVIDES ACCESS TO FULL CHARITY CARE ASSISTANCE TO THOSE INDIVIDUALS WHOSE GROSS ANNUAL INCOME IS EQUAL TO OR LESS THAN 225 PERCENT OF THE FEDERAL POVERTY LEVEL QUALIFIES FOR FULL CHARITY CARE ASSISTANCE. FURTHER, PATIENTS LACKING HEALTH CARE INSURANCE, REGARDLESS OF THEIR PERSONAL INCOME LEVEL RECEIVE A DISCOUNT FROM BILLED CHARGES. BOTH INITIATIVES EXEMPLIFY SAINT FRANCIS'S MISSION TO EXTEND THE PRESENCE AND HEALING MINISTRY OF CHRIST, WITH A PARTICULAR EMPHASIS ON THOSE MOST NEEDY OF HEALTH SERVICES IN NORTHEASTERN OKLAHOMA. ALL, TO IMPROVE THE HEALTH OF THE PEOPLE AND COMMUNITIES SERVED IN A SPIRIT OF COMPASSION AND HONESTY. SAINT FRANCIS HISTORY ON OCTOBER 1, 1960, LOCATED IN TULSA IN EASTERN OKLAHOMA, SFH OPENED WITH 275 BEDS. IT WAS A DREAM OF THE FOUNDERS WILLIAM K. WARREN SR. AND HIS WIFE NATALIE OVERALL WARREN TO GIVE A GIFT TO THE CITY OF TULSA THAT WOULD SERVE ITS CITIZENS FOR YEARS TO COME. IN ORDER TO MEET PATIENT CARE REQUIREMENTS, AS WELL AS THE DEMANDS OF A RAPIDLY GROWING POPULATION IN SOUTHEAST TULSA, SFH WAS EXPANDED IN 1969 TO 735 ADULT AND PEDIATRIC BEDS AND BASSINETS. A MAJOR MILESTONE OCCURRED ON DECEMBER 3, 1975 - THE 15TH ANNIVERSARY OF THE HOSPITAL - WHEN THE NATALIE WARREN BRYANT CANCER CENTER OPENED ITS DOORS. IT WAS ONE OF THE FIRST CENTERS WHERE RADIATION THERAPY, CHEMOTHERAPY SERVICES, LABORATORY AND SUPPORT SERVICES WERE GROUPED IN A SINGLE LOCATION FOR THE PATIENT'S CONVENIENCE. THE NATALIE WARREN BRYANT CANCER CENTER IS NOW KNOWN AS THE SAINT FRANCIS CANCER CENTER AND PROVIDES STATE-OF-THE-ART MEDICAL ONCOLOGY AND RADIOTHERAPY TECHNOLOGY TO RESIDENTS IN EASTERN OKLAHOMA AND SURROUNDING STATES. THE FIRST AREA WCI FACILITY WAS ESTABLISHED IN STILLWATER, OKLAHOMA, IN JANUARY 1987. WCI HAS GROWN SIGNIFICANTLY FROM THE THREE INTERNAL MEDICINE SPECIALISTS IN STILLWATER TO 289 PROVIDERS IN PRACTICE THROUGHOUT EASTERN OKLAHOMA. SAINT FRANCIS HOSPITAL AT BROKEN ARROW OFFICIALLY BECAME PART OF SAINT FRANCIS IN JANUARY 1988. THE UNION INITIALLY OCCURRED WHEN SAINT FRANCIS HOSPITAL AT BROKEN ARROW AFFILIATED WITH SFH ON JANUARY 1, 1986. AS THE BROKEN ARROW COMMUNITY GREW, THE BROKEN ARROW FACILITY WAS UNABLE TO MEET THE DEMANDS. IN JUNE OF 2007, THE HOSPITAL RELOCATED TO A NEW FACILITY AND IS NOW KNOWN AS SAINT FRANCIS HOSPITAL SOUTH, BUT STILL SERVES THE BROKEN ARROW COMMUNITY. A FITNESS PARK WAS BUILT IN THE OLD LOCATION FOR COMMUNITY MEMBERS TO ENJOY. SAINT FRANCIS HOSPITAL SOUTH OPENED IN 2007 WITH 96 BEDS SERVICING THE NEEDS OF SOUTHERN TULSA AND WAGONER COUNTIES IN OKLAHOMA. BUILT WITH A NEIGHBORHOOD FEEL, THE HOSPITAL OFFERS GENERAL SERVICES AS WELL AS MANY SUB-SPECIALTIES GENERALLY RESERVED FOR LARGER CITY HOSPITALS INCLUDING A LEVEL II NICU, EMERGENCY SERVICES, CARDIOLOGY, UROLOGY AND 24-HOUR ON SITE ANESTHESIA. IN 1989, THE WILLIAM K. WARREN FOUNDATION ESTABLISHED THE LAUREATE PSYCHIATRIC CLINIC AND HOSPITAL (LPCH), AS WELL AS THE LAUREATE PSYCHIATRIC RESEARCH CENTER. LPCH WAS OPENED TO PROVIDE A PLACE WHERE THOSE SUFFERING FROM MENTAL ILLNESS WOULD BE TREATED THE SAME AS PATIENTS HAVING ANY OTHER ILLNESS. IN ADDITION TO PROGRAMS FOR ADOLESCENTS AND ADULTS, LPCH OFFERS SUCCESSFUL SPECIALTY PROGRAMS FOR CHEMICAL DEPENDENCY, MOOD DISORDERS AND EATING DISORDERS. THE CHILDREN'S HOSPITAL AT SAINT FRANCIS, A "HOSPITAL WITHIN A HOSPITAL" WAS ESTABLISHED IN 1995 AND CREATED WITH YOUNGER PATIENTS IN MIND. THE GOAL WAS TO IMPROVE ACCESS AND EFFICIENCY, AS WELL AS TO PROVIDE A LARGER AND MORE "KID FRIENDLY" ATMOSPHERE FOR CHILDREN AND THEIR FAMILIES. THE CHILDREN'S HOSPITAL AT SAINT FRANCIS IS A REGIONAL REFERRAL CENTER SPECIALIZING IN PEDIATRIC INPATIENT CARE, AS WELL AS NEONATAL AND PEDIATRIC INTENSIVE CARE AND OFFERS SERVICE IN MORE THAN 25 DIFFERENT PEDIATRIC SPECIALTIES INCLUDING THE REGIONS ONLY LEVEL IV NEONATAL INTENSIVE CARE UNIT (NICU), PEDIATRIC HEMATOLOGY/ONCOLOGY CLINIC AND PEDIATRIC CARDIAC SURGERY PROGRAM AND PEDIATRIC NEUROSURGERY. IN MARCH 2004, SYSTEM AND AREA CARDIOLOGISTS JOINED TOGETHER AS PARTNERS TO OPEN THE SAINT FRANCIS HEART HOSPITAL. THE NEED FOR HEART SERVICES IS GREAT IN OKLAHOMA AS HEART DISEASE IS THE LEADING CAUSE OF DEATH IN OKLAHOMA ACCORDING TO A REPORT ISSUED BY THE OKLAHOMA STATE DEPARTMENT OF HEALTH IN 2014. SMOKING, HIGH BLOOD PRESSURE, HIGH CHOLESTEROL AND LACK OF EXERCISE ARE FACTORS THAT CONTRIBUTE TO THE PROBLEM AND PLACE OKLAHOMA HIGH ON THE UNHEALTHY LIST. SAINT FRANCIS TRAUMA EMERGENCY CENTER AND PATIENT TOWER, THE LARGEST EXPANSION OF SFH'S HISTORY, OPENED SEPTEMBER 2014. THE NEWEST FACILITY INCLUDES ACUTE AND CRITICAL CARE CAPACITY; A NEW EIGHT-STORY, 150-BED PATIENT CARE TOWER; A NEW CHAPEL AND CONVENT; CLINICAL EDUCATION ROOMS; AND ADMINISTRATIVE AND PHYSICIAN OFFICE SPACE. WHAT BEGAN AS ONE YOUNG MAN'S DREAM, HAS GROWN THROUGH THE YEARS INTO A HEALTH CARE SYSTEM DEDICATED TO PROVIDING THE HIGHEST QUALITY OF STATE-OF-THE-ART MEDICAL CARE AND EXTENDING THE PRESENCE AND HEALING MINISTRY OF CHRIST TO ALL WE DO. SUMMARY OF COMMUNITY BENEFIT REPORT SAINT FRANCIS PRODUCES AN ANNUAL COMMUNITY BENEFIT REPORT VALUING THE COST OF CHARITY SERVICES. DURING THE FISCAL YEAR ENDED JUNE 30, 2015, SAINT FRANCIS SAW 50,654 INPATIENT ADMISSIONS, RESULTING IN 296,615 DAYS OF PATIENT CARE; 129,521 EMERGENCY ROOM VISITS; 5,433 TOTAL BIRTHS; AND 718,128 OUTPATIENT AND RECURRING VISITS. THIS FISCAL YEAR A TOTAL OF $81,190,910 WAS RETURNED TO OUR COMMUNITY THROUGH CHARITY AND UNCOMPENSATED CARE, PROGRAMMATIC SUBSIDIZATION, DONATIONS TO NONPROFIT AGENCIES AND SUPPORT OF THE AREA'S EDUCATIONAL INSTITUTIONS. SAINT FRANCIS REINVESTS ITS EARNINGS AFTER EXPENSES BACK INTO THE COMMUNITY WITH ITS MISSION IN MIND. PROVIDING ACCESS TO QUALITY HEALTHCARE FOR THOSE IN GREATEST NEED IS FUNDAMENTAL TO THE MISSION OF SAINT FRANCIS. AS TULSA'S ONLY LOCALLY OWNED AND OPERATED HEALTH SYSTEM, SAINT FRANCIS VIEWS GIVING BACK TO THE COMMUNITY AS BOTH A RESPONSIBILITY AND A PRIVILEGE. SUPPORTED ORGANIZATIONS INCLUDE: ALZHEIMER'S ASSOCIATION; AMERICAN CANCER SOCIETY ; AMERICAN HEART ASSOCIATION; BISHOP KELLEY HIGH SCHOOL; FAMILY AND CHILDREN'S SERVICES ; GATESWAY FOUNDATION; LAUREATE INSTITUTE FOR BRAIN RESEARCH; MENTAL HEALTH ASSOCIATION OKLAHOMA; ROMAN CATHOLIC DIOCESE OF TULSA; RONALD MCDONALD HOUSE; TULSA AREA UNITED WAY; TULSA YWCA; AND MORE. IN ADDITION TO PROVIDING LOCAL EDUCATIONAL INSTITUTIONS WITH FINANCIAL SUPPORT, SAINT FRANCIS WORKS WITH THESE INSTITUTIONS TO PROVIDE SUPERVISED CLINICAL ROTATIONS FOR STUDENTS IN NURSING, PHARMACY, SURG 614466346 true true false true false false false false false false true true false false true true false true false false true false false false false false true true true true true true false false false false false false false false false false true false false false true true true true true false true 481 0 true 6579 true true true false false false false false false false false false X 3 1 true true false false true true true true true false true true false true true true true true true true true true AZ CA GA IL MD MO NY NC OK X ERIC E SCHICK 9184948430 6161 S YALE AVE TULSA OK 741363319 X JAKE HENRY JR PRESIDENT/CEO/DIRECTOR 1.0 39.0 X X 0 2196101 70844 BARRY L STEICHEN VICE PRESIDENT/COO/director 1.0 39.0 X X 0 1133398 222262 Bishop Edward J Slattery Trustee 1.0 0.0 X 0 0 0 Judy Kishner Trustee 1.0 0.0 X 0 0 0 William R Lissau Director 1.0 0.0 X 0 0 0 William K Warren Jr Trustee 1.0 0.0 X 0 0 0 THOMAS G NEFF VP/COO (UNTIL 12/31/14) 0.0 40.0 X 462633 0 90997 JEFFREY C SACRA SECRETARY 1.0 39.0 X 290042 0 58870 ERIC E SCHICK TREASURER/CFO 1.0 39.0 X 467864 0 154863 Renee BEVINS asst secretary (until 11/8/14) 1.0 39.0 X 0 77868 6683 Janine Smith Assistant Secretary 1.0 39.0 X 0 57031 23593 LYNN SUND administrator 1.0 39.0 X 587342 0 98056 RYAN GURSKY MD PHYSICIAN 5.0 35.0 X 25500 1107636 50217 CHRISTIAN LUESSENHOP MD PHYSICIAN 5.0 35.0 X 18750 676049 50217 Bruce Markman MD Physician 5.0 35.0 X 20250 756678 52919 Preston Phillips MD physician 5.0 35.0 X 27000 719537 32501 KENNETH CHEKOFSKY MD physician 5.0 35.0 X 125000 637970 46266 ROBERT ELI SMITH FORMER ASSISTANT SECRETARY 0.0 40.0 X 0 258089 42102 DAVID WAGNER FORMER senior VICE PRESIDENT 0.0 40.0 X 286663 0 62889 WILLIAM SCHLOSS FORMER SENIOR VICE PRESIDENT 0.0 40.0 X 0 509684 96212 2311044 8130041 1159491 198 true true false MANHATTAN CONSTRUCTION CO 5601 S 122ND E AVE OKLAHOMA CITY OK 73105 CONSTRUCTION SVCS 25370309 OPTIMUM HEALTHCARE IT LLC 1300 MARSH LANDING PARKWAY SUITE 1 JACKSONVILLE BEACH FL 32250 CONSULTING SERVICES 14741319 EPIC SYSTEMS CORPORATION 1979 MILKY WAY VERONA WI 53593 SOFTWARE SERVICES 12699362 PHYSICIAN TECHNOLOGY 3121 EVELYN DR STE 110 BEAVERCREEK OH 45434 TECHNOLOGY SERVICES 6266682 GG ORGANIZATION LTD 2600 NORTH LOOP WEST STE 150 HOUSTON TX 77092 MEDICAL SERVICES 3960935 112 X 110305 7440357 123733 7550662 PATIENT CARE REV 621990 923350690 923350690 OUTREACH LAB 621500 16698216 16698216 P'SHIP INCOME RELATED TO PROGRAM SERVICES 541900 2081155 2051295 29860 OFFICE SPACE REIMBURSEMENT 531120 814335 814335 942944396 25928125 25928125 0 0 27660 7532 20128 0 20128 20128 1862681860 1091634 1864848846 1995158 -2166986 -903524 -3070510 -3070510 0 0 0 FOOD SERVICES 900004 5806530 5806530 AFFIL TELECOM & COMPUTER SUPP REV 621500 3448017 3448017 EMPLOYEE DAY CARE 624410 536991 536991 15614448 5144130 193699 10276619 25405986 998778787 948058666 243687 42925772 2733979 2733979 417750 417750 0 0 1646137 1646137 0 282891636 242653778 40237858 19405691 15037251 4368440 31835734 19583393 12252341 19550431 14456429 5094002 38062130 14501024 23561106 714005 571 713434 675666 51957 623709 79627 79627 0 2108852 2108852 16443119 16304955 138164 5217371 276936 4940435 52340948 33581969 18758979 -3927265 1267278 -5194543 0 14141982 4063334 10078648 457176 177885 279291 0 0 7488270 7488270 -5768940 -5768940 54996135 909912 54086223 15323335 586217 14737118 BAD DEBT EXPENSE 75436178 75436178 0 DUE AND LICENSES 303417 215500 87917 0 ADMINISTRATIVE EXPENSES 22857281 49405 22807876 0 MEDICAL SUPPLIES 178174052 177929585 244467 0 833604697 614466346 219138351 0 375683 404611 204495758 258257559 0 0 83859456 106083463 0 0 0 0 0 0 20712145 20735861 6697462 8417217 886321781 388013191 521347608 498308590 767529154 821571752 371456842 392956661 0 0 0 0 31232847 35796166 2007706955 2142531880 87625480 70687514 0 0 0 0 212348004 206410294 0 0 0 0 0 0 0 0 64898186 58699150 364871670 335796958 X 1642835285 1806734922 0 0 0 0 1642835285 1806734922 2007706955 2142531880 X 165174090 -3271852 1997399 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 79627 false false 79627 false supplemental information SAINT FRANCIS HOSPITAL, INC. THROUGH ITS MEMBERSHIP DUES TO THE AMERICAN HOSPITAL ASSOCIATION (AHA) AND CATHOLIC HEALTH ASSOCIATION, PARTICIPATES IN LOBBYING AND GRASS ROOTS POLITICAL ACTIVITY. IT IS LESS THAN A SUBSTANTIAL PART OF THE TOTAL EXPENDITURES IN A TAXABLE YEAR. THE LOBBYING AND GRASS ROOTS POLITICAL ACTIVITY IS RELATED TO LEGISLATION AFFECTING THE SYSTEM AND OPERATION OF THE SYSTEM FOR ITS CHARITABLE PURPOSES, IN PARTICULAR THE PROMOTION OF HEALTH. "GRASS ROOTS POLITICAL ACTIVITY" MEANS ANY ATTEMPT BY THE AHA TO INFLUENCE ANY LEGISLATION THROUGH AN ATTEMPT TO AFFECT THE OPINIONS OF THE GENERAL PUBLIC OR ANY SEGMENT THEREOF. "LOBBYING" MEANS ANY ATTEMPT BY THE AHA TO INFLUENCE ANY LEGISLATION THROUGH AN ATTEMPT TO AFFECT TO INFLUENCE LEGISLATION THROUGH COMMUNICATIONS WITH ANY MEMBER OR EMPLOYEE OF A LEGISLATIVE BODY WHO MAY PARTICIPATE IN THE FORMULATION OF LEGISLATION. false 275001 8843971 9118972 469717088 138626558 331090530 15310912 13777398 1533514 380944985 235609235 145335750 11229824 11229824 498308590 96782280 PRIVATE INVEST-MARKETABLE 212607127 F PRIVATE INVEST-NONMARKETABLE 83567254 F 392956661 0 SEE SCHEDULE D, PART XIII STMT 58699150 58699150 X Schedule D, Part X, Line 1 Accrued Interest $ 412,825 ARO Liability $ 1,818,765 FAS 106 $ 1,170,022 FIN 45 Income Guarantees $ 2,051,004 Medicare Cost Report $15,254,184 Operating Lease Liability $ 340,470 Other Long Term Liabilities $ 3,444,432 Professional Liability $29,436,680 Scholarship Fund Liability $ 4,770,768 ----------------------------------------- Total $58,699,150 Schedule D, Part X, Line 2, ASC 740-10 Accounting Standards Codification (ASC) 740 (Accounting for Uncertainty in Income Taxes) provides guidance regarding recognition, de-recognition, measurement, and disclosure of all tax positions. In accordance with the retirements of ASC 740, the Hospital identifies and documents uncertain tax positions for all open tax years. If uncertain tax positions are identified, they are analyzed to determine the proper unit of account. Next, they are tested to determine whether a tax asset or a tax liability should be recognized. The Hospital has determined that the position on uncertain tax positions is more likely than not to be fully sustained upon examination. Therefore, no liability or asset for uncertain tax positions needs to be recorded. Central America and the Caribbean Investments 21133271 East Asia and the Pacific Investments 61495 21194766 21194766 true false false false true false Supplemental Information The activity listed in Part I relates to foreign investments. the investments do not generate unrelated business income. true true X true X 225. false true true true false true true 28192285 28192285 0.03720 129498264 131728014 -2229750 157690549 131728014 25962535 0.03720 1531581 1531581 0.00200 4045413 4045413 0.00530 179168445 133080300 46088145 0.06080 184745439 133080300 51665139 0.06810 342435988 264808314 77627674 0.10530 1594998 1594998 0.00210 2596687 2596687 0.00340 631680 631680 0.00080 4823365 4823365 0.00630 false 75436178 16060211 190807988 185814017 4993971 X true true 1 1 SAINT FRANCIS HOSPITAL 6600 S YALE AVE SUITE 400 TULSA OK 741363319 WWW.SAINTFRANCIS.COM 2362 X X X X SAINT FRANCIS HOSPITAL 1 false false true X X X X X X X X 12 true true true true X SEE SCHEDULE H, PART V, SECTION C X true 12 true SEE SCHEDULE H, PART V, SECTION C false false true X 225. 0. X X X X X true true X X X X true X SEE SCHEDULE H, PART V, SECTION C X SEE SCHEDULE H, PART V, SECTION C X X X true X false X X X X X true X false false PART V, SECTION B, LINE 5 LARRY ANDELT, PH.D., MARK DEKRAAI, J.D., PH.D, JILL HEESES, AND THE UNIVERSITY OF NEBRASKA PUBLIC POLICY CENTER WERE INVOLVED IN CONDUCTING THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AS CONTRACTED BY THE TULSA COUNTY HEALTH DEPARTMENT. COMMUNITY INPUT FOCUS GROUP SESSIONS WERE CONDUCTED IN EACH OF THE SIX TULSA HEALTH DEPARTMENT DEFINED REGIONS. PART V, SECTION B, LINE 6A SAINT FRANCIS HOSPITAL INC. (SFH) CONDUCTED THE CHNA WITH SAINT FRANCIS HOSPITAL SOUTH, LLC AND LAUREATE PSYCHIATRIC CLINIC AND HOSPITAL, INC. Part V, Section B, Line 6B SFH'S CHNA was conducted by the Tulsa County Health Department. PART V, SECTION B, LINE 7A WWW.SAINTFRANCIS.COM/PAGES/ABOUT-US/COMMUNITY-NEEDS-ASSESSMENT.ASPX PART V, SECTION B, LINE 10A WWW.SAINTFRANCIS.COM/PAGES/ABOUT-US/COMMUNITY-NEEDS-ASSESSMENT.ASPX PART V, SECTION B, LINE 11 THE CHNA IDENTIFIED THE TOP NEEDS (IN ORDER OF HIGHEST PRIORITY) OF THE TULSA COMMUNITY AS POOR DIET/INACTIVITY; OBESITY; ALCOHOL AND DRUG USE; CHRONIC DISEASE; ACCESS TO HEALTH CARE; AND TOBACCO USE. SFH AND THE OTHER SAINT FRANCIS INTEGRATED HEALTH SYSTEM ENTITIES ARE ADDRESSING THE COMMUNITY NEEDS THROUGH VARIOUS PROGRAMS DESIGNED TO IMPROVE ACCESS TO HEALTH CARE, ADVANCE KNOWLEDGE, IDENTIFY ROOT CAUSES, AND IMPROVE HEALTH STATUS AND QUALITY OF LIFE. POOR DIET/INACTIVITY; OBESITY: SFH COLLABORATES WITH COMMUNITY PARTNERS AND OTHER SAINT FRANCIS INTEGRATED HEALTH SYSTEM ENTITIES TO EDUCATE THE PUBLIC ON WEIGHT MANAGEMENT AND WELLNESS PROGRAMS DESIGNED TO ADDRESS POOR DIET/INACTIVITY AND OBESITY. A FEW OF THE MANY WAYS SFH IS ADDRESSING THIS NEED ARE LISTED BELOW: - KIDS ARE SPECIAL PEOPLE DAY WHERE APPROXIMATELY 600 THIRD GRADE STUDENTS FROM AREA SCHOOLS ARE BROUGHT TO CHILDREN'S HOSPITAL AT SAINT FRANCIS TO PARTICIPATE IN LEARNING STATIONS EMPHASIZING GOOD HEALTH AND WELLNESS CONCEPTS THROUGH THE USE OF PUPPETEERS, MAGICIANS AND HEALTH CARE PROFESSIONALS. - SHAPEDOWN WHERE CHILDREN'S HOSPITAL AT SAINT FRANCIS PARTNERED WITH THE HEALTH ZONE AT SAINT FRANCIS IN DESIGNING A PROGRAM FOR OVERWEIGHT AND OBESE CHILDREN AND TEENS AGED 7 TO 15. THE PROGRAM SPECIALIZES IN PROVIDING PHYSICAL ACTIVITY AND NUTRITION EDUCATION AIMED AT CHILDREN AND TEENS. - HEALTH ZONE'S FALL FAMILY FITNESS FESTIVAL DESIGNED TO GET FAMILIES MOVING BY PROVIDING A MINI OBSTACLE COURSE TO FAMILY FITNESS CLASSES. - NUTRITION COUNSELING PROVIDED BY SAINT FRANCIS'S LICENSED DIETICIANS ON BOTH AN INPATIENT AND OUTPATIENT BASIS. - SAINT FRANCIS HEALTH PARK WHERE SAINT FRANCIS CONSTRUCTED A PARK THAT ENCOMPASSES ABOUT FIVE ACRES AND INCLUDES A WALKING/JOGGING TRAIL DOTTED BY EXERCISE STATIONS, BENCHES AND PICNIC TABLES. ALCOHOL AND DRUG USE: OKLAHOMA HAS THE FIFTH HIGHEST DRUG OVERDOSE MORTALITY RATE IN THE UNITED STATES, WITH 19.4 PER 100,000 PEOPLE SUFFERING DRUG OVERDOSE FATALITIES, ACCORDING TO A NEW REPORT, PRESCRIPTION DRUG ABUSE: STRATEGIES TO STOP THE EPIDEMIC, DATED OCTOBER 7, 2013. LAUREATE PSYCHIATRIC CLINIC AND HOSPITAL, AN AFFILIATE OF THE SAINT FRANCIS INTEGRATED HEALTH SYSTEM, OFFERS SUBSTANCE ABUSE COUNSELING FOR CHILDREN, ADOLESCENTS AND ADULTS ON BOTH AN INPATIENT AND OUTPATIENT BASIS TO ADDRESS ALCOHOL AND DRUG ABUSE. OTHER ENTITIES IN THE COMMUNITY ADDRESSING THIS ISSUE INCLUDE PARKSIDE PSYCHIATRIC HOSPITAL, BROOKHAVEN HOSPITAL, INDIAN HEALTHCARE RESOURCE CENTER OF TULSA, OXFORD HOUSE, ST. JOHN HEALTH SYSTEM, HILLCREST HEALTH SYSTEM, ALCOHOLICS ANONYMOUS, SHADOW MOUNTAIN BEHAVIORAL HEALTH SYSTEM, TULSA CENTER FOR BEHAVIORAL HEALTH AND FAMILY AND CHILDREN'S SERVICES. CHRONIC DISEASE: CHRONIC DISEASES ARE AMONG THE MOST PREVALENT, COSTLY AND PREVENTABLE OF ALL HEALTH PROBLEMS. PARTICULARLY OF CONCERN IS HEART DISEASE, OFTEN LINKED TO HIGH TOBACCO USE; DIABETES, WHICH IS CLOSELY ASSOCIATED WITH OBESITY; AND CANCER WHICH IS THE SECOND LEADING KILLER AMONG ADULTS IN OKLAHOMA. HEART DISEASE, CANCER AND DIABETES ARE CHRONIC HEALTH ISSUES THAT CAN BE PREVENTABLE TO A CERTAIN EXTENT. GIVEN THE SOCIOECONOMIC STATUS AND EDUCATION STATUS OF OKLAHOMA, THERE ARE THREE KEY AREAS OF FOCUS THAT OFFER REALISTIC PATHS TO THE REDUCTION OF CHRONIC DISEASE WITH THE COMMUNITY: TOBACCO USE, NUTRITION AND PHYSICAL ACTIVITY. SAINT FRANCIS OFFERS A COMPLETE CONTINUUM OF HEALTH CARE SERVICES INCLUDING PRIMARY CARE MEDICINE AND ADVANCED MEDICAL SPECIALTIES. SERVICE LINES THAT CATER TO THE NEEDS OF CHRONIC DISEASE PATIENTS INCLUDE: CARDIOLOGY, ONCOLOGY, PRIMARY CARE, PULMONOLOGY, ENDOCRINOLOGY, MENTAL HEALTH, HOME HEALTH, NEPHROLOGY, NEUROLOGY AND RADIOLOGY. SAINT FRANCIS IS ALSO INCREASING THE NUMBER OF EMPLOYED PHYSICIANS TO MANAGE THE DEFINED POPULATION IN NORTHEAST OKLAHOMA. SFH PARTNERS WITH THE AFFILIATES WITHIN THE SAINT FRANCIS INTEGRATED SYSTEM TO ADDRESS THE COMMUNITY NEEDS THAT CONTRIBUTE TO THE CHRONIC DISEASES IDENTIFIED IN THE CHNA IN AN EFFORT TO EDUCATED AND IMPROVE THE COMMUNITY HEALTH. ACCESS TO HEALTH CARE: NOT HAVING HEALTH CARE COVERAGE OBSTRUCTS THE ABILITY TO ACCESS MEDICAL CARE; REDUCES UTILIZATION OF PREVENTIVE SERVICES; AND CONTRIBUTES GREATLY TO THE COSTS OF HEALTHCARE. INDIVIDUALS WITHOUT HEALTH INSURANCE TEND TO DELAY TREATMENT; EXPERIENCE DIAGNOSES AT LATER STAGES OF DISEASE PROGRESSION; AND MAY RECEIVE LESS MEDICAL CARE THAN PATIENTS WITH HEALTH INSURANCE. THE U.S. CENSUS BUREAU RELEASED MARCH 2014 REPORTED TULSA COUNTY'S NUMBER OF UNINSURED UNDER THE AGE OF 65 AT 21.4 PERCENT. THE ELIGIBILITY FOR MEDICAID WAS EXPANDED IN EARLY 2014 IN SOME STATES FOR FAMILIES WITH INCOMES LESS THAN OR EQUAL TO 138 PERCENT OF THE POVERTY THRESHOLD; HOWEVER, OKLAHOMA IS AMONG THE STATES THAT REJECTED THE EXPANSION, CREATING A GAP THAT AFFECTS ABOUT 150,000 PEOPLE IN THE STATE. PEOPLE IN THAT GROUP MAKE BELOW 100 PERCENT OF THE POVERTY LEVEL, ABOUT $11,490 PER YEAR FOR A ONE-PERSON HOUSEHOLD, AND ARE TOO POOR TO QUALIFY FOR SUBSIDIZED INSURANCE ON THE FEDERAL HEALTH-CARE EXCHANGE BUT ALSO WILL NOT QUALIFY FOR MEDICAID COVERAGE. SAINT FRANCIS AND SFH, IN ITS MISSION TO EXTEND THE PRESENCE AND HEALING MINISTRY OF CHRIST IN ALL WE DO, ADDRESSES THESE COMMUNITY HEALTH NEEDS BY PROVIDING CHARITY CARE TO THOSE FAMILIES MEETING THE 225% FEDERAL POVERTY GUIDELINES CRITERIA. ADDITIONALLY, SAINT FRANCIS PARTNERS WITH XAVIER MEDICAL CLINIC WHO OFFERS FREE SERVICES OF VOLUNTEER PHYSICIANS, NURSES AND OTHER HEALTH PROFESSIONALS TO THOSE IN THE COMMUNITY WHO ARE UNINSURED OR DO NOT HAVE ACCESS TO ADEQUATE HEALTHCARE. XAVIER MEDICAL CLINIC SEEKS TO PROVIDE FREE, LIMITED OUTPATIENT PRIMARY HEALTH CARE SERVICES, FACILITATE REFERRALS TO VOLUNTEER SPECIALISTS, EDUCATE IN GOOD HEALTH PRACTICES AND INCREASE ACCESS TO TRADITIONAL HEALTH CARE. IN ADDITION, TO HELP LOCAL WOMEN IN NEED OF PRENATAL CARE, THE XAVIER MEDICAL CLINIC ALSO PROVIDES A PREGNANCY CLINIC WITH REFERRALS FOR PATIENTS TO LOCAL PHYSICIANS FOR PRENATAL CARE. SAINT FRANCIS IS RESPONSIBLE FOR ALL MEDICAL ASPECTS OF THE XAVIER MEDICAL CLINIC. SAINT FRANCIS ALSO HOLDS SEVERAL HEALTH FAIRS OVER THE COURSE OF A YEAR TO DISSEMINATE HEALTH INFORMATION AND/OR TO PROVIDE HEALTH SCREENINGS TO THE COMMUNITY AT LARGE. THESE ARE A FEW OF THE MANY WAYS SFH IS ADDRESSING THE NEED FOR IMPROVING ACCESS TO HEALTH CARE. TOBACCO USE: CIGARETTE SMOKING IS THE LEADING CAUSE OF PREVENTABLE DEATH IN THE UNITED STATES, ACCOUNTING FOR OVER ONE OF EVERY FIVE DEATHS EACH YEAR. SMOKING ALSO DISPROPORTIONATELY HARMS THOSE WITH LOW INCOMES AND LESSER EDUCATION ATTAINMENT. OVER 30 PERCENT OF ADULTS LIVING AT OR BELOW THE POVERTY LINE ARE ESTIMATED TO BE SMOKERS. SMOKING RATES HAVE DECLINED IN OKLAHOMA, YET REMAIN CONSIDERABLY HIGHER THAN THE NATIONAL AVERAGE. OKLAHOMA IS RANKED FOURTH AT 25.2 PERCENT FOR THE HIGHEST STATES WITH THE MOST SMOKERS IN 2013. LUNG CANCER IS THE THIRD MOST COMMONLY DIAGNOSED CANCER IN OKLAHOMANS BEHIND PROSTATE CANCER AND FEMALE BREAST CANCER AND IS THE CANCER RESPONSIBLE FOR THE MOST DEATHS. SAINT FRANCIS IS COMMITTED TO THE PROMOTION OF QUALITY HEALTH CARE, WHICH INCLUDES PREVENTION OF DISEASE. TO ESTABLISH AND MAINTAIN THE SAFEST AND HEALTHIEST POSSIBLE ENVIRONMENT IN WHICH TO DELIVER HEALTH CARE, SAINT FRANCIS AND PROPERTIES ARE TOBACCO FREE. THE POLICY APPLIES TO EVERYONE: ALL EMPLOYEES, PATIENTS, MEDICAL STAFF, STUDENTS, CONTRACTED PERSONNEL, VOLUNTEERS, VISITORS AND VENDORS OF THE HEALTH SYSTEM AS WELL AS THE GENERAL PUBLIC. THE POLICY ALSO COVERS ANY TYPE OF ELECTRONIC CIGARETTES. SAINT FRANCIS, ALONG WITH THE WILLIAM K. WARREN FOUNDATION, HAS MAINTAINED A HIGH LEVEL OF INVOLVEMENT WITH THE OKLAHOMA TOBACCO SETTLEMENT ENDOWMENT TRUST. THE OKLAHOMA TOBACCO SETTLEMENT ENDOWMENT TRUST WAS ESTABLISHED THROUGH A CONSTITUTIONAL AMENDMENT APPROVED BY OKLAHOMA VOTERS IN NOVEMBER 2000 TO ASSURE THAT TOBACCO SETTLEMENT FUNDS FOR TOBACCO PREVENTION AND OTHER PROGRAMS TO IMPROVE HEALTH WILL BE AVAILABLE FOR THESE PURPOSES FOR GENERATIONS TO COME. THE HEALTH ZONE, A SAINT FRANCIS INTEGRATED HEALTH SYSTEM ENTITY, OFFERS TOBACCO CESSATION PROGRAMS PROVIDING ADULTS WITH QUITTING TECHNIQUES, GROUP SUPPORT, AN UNDERSTANDING OF NICOTINE ADDICTION, STRESS MANAGEMENT, NUTRITION AND FOOD MANAGEMENT, EXERCISE AND HEALTH MANAGEMENT, MOTIVATIONAL TOOLS AND PROVIDES THE MANY BENEFITS OF QUITTING. PART V, SECTION B, LINE 13A PATIENTS WHO HAVE BEEN IDENTIFIED TO BE FINANCIAL ASSISTANCE PLAN ELIGIBLE AND MEET THE CRITERIA ESTABLISHED BY THE HOSPITAL ARE CONSIDERED CHARITY AND THEREFORE BY HOSPITAL POLICY ARE NOT BILLED FOR ANY SERVICES. PART V, SECTION B, LINE 16A & B https://www.saintfrancis.com/saintfrancishospital/Pages/Patients-and- Visitors/For-Patients/After%20Your%20Visit/Patient-Billing.aspx PART V, SECTION B, LINE 16I THE BILLING STATEMENT INCLUDES INFORMATION REGARDING FINANCIAL ASSISTANCE AVAILABILITY. ADDITIONALLY, MYCHART, A SECURE ONLINE TOOL THAT ALLOWS PATIENTS TO CONNECT WITH THEIR PERSONAL HEALTH INFORMATION 24/7, PROVIDES A LINK WHICH TAKES THE PATIENT TO THE FINANCIAL ASSISTANCE LETTER AND APPLICATION FORM. PART V, SECTION B, LINE 20E PROACTIVE PHONE CALLS AND STATEMENTS ARE SENT BEFORE COLLECTION ACTIONS ARE TAKEN. PART V, SECTION B, LINE 22D A SELF-PAY DISCOUNT OF 20% IS PROVIDED ON ALL CHARGES. PART I, LINE 3C: INCOME BASED CRITERIA IS USED AS THE BASIS IN DETERMINING ELIGIBILITY FOR FREE HEALTH SERVICES. PART I, LINE 6A: SAINT FRANCIS HEALTH SYSTEM, INC. (SYSTEM) 73-1501972, THE PARENT ORGANIZATION OF SAINT FRANCIS HOSPITAL, INC. (SFH), PUBLISHES A CONSOLIDATED COMMUNITY BENEFIT REPORT THAT IS MADE AVAILABLE TO THE PUBLIC THROUGH THE ORGANIZATION'S WEBSITE AT WWW.SAINTFRANCIS.COM. PART I, LINE 7: COSTING METHODOLOGY: A RATIO OF PATIENT CARE COST TO CHARGES, AS DETERMINED IN WORKSHEET 2, WAS USED TO REPORT THE AMOUNTS IN PART I, LINES 7A - 7C. FOR AMOUNTS REPORTED ON LINES 7E - 7I, ACTUAL EXPENSES FOR EACH COMMUNITY BENEFIT ACTIVITY ARE TRACKED AND REPORTED USING THE ORGANIZATION'S ACCOUNTING GENERAL LEDGER AND ARE NOT BASED ON A COST TO CHARGE RATIO. THE NUMBER REFLECTED ON LINE 7, COLUMN (F) EXCLUDES BAD DEBT EXPENSE. THE SUPPLEMENTAL HOSPITAL OFFSET PAYMENT PROGRAM (SHOPP) WAS CREATED AND IMPLEMENTED IN CALENDAR YEAR 2011 FOR THE PURPOSE OF ASSURING ACCESS TO QUALITY CARE FOR OKLAHOMA MEDICAID MEMBERS. THE PROGRAM IS DESIGNED TO ASSESS OKLAHOMA HOSPITALS, UNLESS EXEMPT, A SUPPLEMENTAL HOSPITAL OFFSET PAYMENT PROGRAM FEE. THE COLLECTED FEES WILL BE PLACED IN POOLS AND THEN ALLOCATED TO HOSPITALS BASED ON MEDICAID REVENUES AS DIRECTED BY LEGISLATION. THE OKLAHOMA HEALTH CARE AUTHORITY (OHCA) DOES NOT GUARANTEE THE ALLOCATION WILL EQUAL OR EXCEED THE AMOUNT OF THE SUPPLEMENTAL HOSPITAL OFFSET PAYMENT PROGRAM FEES PAID BY SFH. THIS IS DUE TO THE FACT THAT MEDICAID PATIENT VOLUME FOR SFH WAS ONE OF THE HIGHEST IN THE PROGRAM. THIS CREATED AN EXCESS IN MEDICAID REVENUE OVER EXPENSES NULLIFYING THE PERCENT OF COMMUNITY BENEFIT FROM MEDICAID SERVICES. PART II: COMMUNITY BUILDING ACTIVITIES COMMUNITY BUILDING ACTIVITIES IMPROVE THE COMMUNITY'S HEALTH AND SAFETY BY ADDRESSING THE ROOT CAUSE OF HEALTH PROBLEMS. THESE ACTIVITIES STRENGTHEN THE COMMUNITY'S CAPACITY TO PROMOTE THE HEALTH AND WELL-BEING OF ITS RESIDENTS BY OFFERING THE EXPERTISE AND RESOURCES OF THE HEALTH CARE ORGANIZATION. COSTS FOR THESE ACTIVITIES INCLUDE CASH DONATIONS AND EXPENSES FOR THE DEVELOPMENT OF A VARIETY OF COMMUNITY-BUILDING PROGRAMS AND PARTNERSHIPS. SEE SCHEDULE O, GENERAL STATEMENT 4 FOR ADDITIONAL INFORMATION REGARDING SAINT FRANCIS AND SFH COMMUNITY BUILDING ACTIVITIES AIMED AT PROMOTING THE HEALTH OF THE COMMUNITY. PART III, SECTION A, LINE 2: SFH HAS AN ESTABLISHED PROCESS TO DETERMINE THE ADEQUACY OF THE ALLOWANCE FOR DOUBTFUL ACCOUNTS THAT RELIES ON A NUMBER OF ANALYTICAL TOOLS AND BENCHMARKS TO ARRIVE AT A REASONABLE ALLOWANCE. NO SINGLE STATISTIC OR MEASUREMENT DETERMINES THE ADEQUACY OF THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. SOME OF THE ANALYTICAL TOOLS THAT SFH UTILIZES INCLUDE BUT ARE NOT LIMITED TO, HISTORICAL CASH COLLECTION EXPERIENCE, REVENUE TRENDS BY PAYER CLASSIFICATION, AND REVENUE DAYS IN ACCOUNTS RECEIVABLE. ACCOUNTS RECEIVABLE which are determined to be bad debt ARE WRITTEN OFF AFTER COLLECTION EFFORTS HAVE BEEN FOLLOWED IN ACCORDANCE WITH SFH'S POLICIES. PART III, SECTION A, LINE 3: The amount of bad debt attributable to patients under the financial assistance policy is the percentage of bad debt used to represent charity calculated from a sample review of all bad debt accounts and subsequent information. PART III, SECTION A, LINE 4: SFH'S AUDITED FINANCIAL STATEMENTS PROVIDE A SEPARATE FOOTNOTE ADDRESSING THE ORGANIZATION'S ACCOUNTS RECEIVABLE AND ALLOWANCE FOR DOUBTFUL ACCOUNTS ON PAGES 6, 7 AND 8. SFH REPORTS BAD DEBT IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP). HEALTH CARE FINANCIAL MANAGEMENT ASSOCIATE STATEMENT 15 IS FOLLOWED TO THE EXTENT THAT BAD DEBT EXPENSE AT COST IS DETERMINED USING THE SAME COST TO CHARGE RATIO THAT IS USED TO CALCULATE CHARITY CARE AND MEDICAID SHORTFALLS. DISCOUNTS AND ALLOWANCES ARE ACCOUNTED FOR SEPARATELY FROM BAD DEBT EXPENSE. ACCOUNTS RECEIVABLE ARE VALUED AT NET REALIZABLE VALUE. SFH ESTIMATES THE ALLOWANCES FOR UNCOLLECTABLE ACCOUNTS BASED ON HISTORIC WRITE-OFFS AND THE AGING OF THE ACCOUNTS. PART III, SECTION B, LINE 8: COSTING METHODOLOGY: MEDICARE ALLOWABLE COSTS WERE CALCULATED USING A COST-TO-CHARGE RATIO AND THE MEDICARE FILED COST REPORT. PART III, SECTION C, LINE 9B: SFH'S DEBT COLLECTION POLICY IS TO PURSUE COLLECTIONS OF PATIENT BALANCES FROM PATIENTS WHO HAVE THE ABILITY TO PAY FOR THE SERVICES. SFH APPLIES ITS COLLECTIONS EFFORTS CONSISTENTLY AND FAIRLY TO ALL PATIENTS REGARDLESS OF INSURANCE. SFH WORKS WITH THOSE INDIVIDUALS WHO DO NOT HAVE THE FINANCIAL RESOURCES TO PAY OUTSTANDING BALANCES TO QUALIFY FOR SFH'S CHARITY POLICY. CHARGES TO PATIENTS QUALIFYING FOR CHARITY CARE UNDER THE SFH FINANCIAL ASSISTANCE POLICY ARE WRITTEN-OFF 100 PERCENT. PART VI, LINE 2 - NEEDS ASSESSMENT: ONE OF SFH'S FUNDAMENTAL OPERATIONAL GOALS IS TO IDENTIFY AND ADDRESS THE NEEDS OF THE DEFINED COMMUNITY IT SERVES. TO DO THIS, THE SAINT FRANCIS HEALTH SYSTEM MUST: 1. GATHER AND OBTAIN INFORMATION IDENTIFYING THOSE NEEDS; AND 2. DEVELOP PROGRAMS AND SERVICES THAT ADDRESS AND PROVIDE ACCESS TO THOSE IN GREATEST NEED OF HEALTH CARE SERVICES. HISTORICALLY, SAINT FRANCIS'S FOCUS HAS BEEN CARING FOR THOSE WHO ARE SICK OR VULNERABLE. IN ORDER TO MAKE INFORMED DECISIONS ON HOW TO CARE FOR THE SICK, AT-RISK AND MINORITY POPULATIONS, SAINT FRANCIS MUST FIRST IDENTIFY PRIORITY HEALTH NEEDS. DURING THE FISCAL YEAR 2013, SAINT FRANCIS CONDUCTED A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) TO ADDRESS THE HEALTH CARE NEEDS OF THE COMMUNITY FOR EACH OF ITS LICENSED HOSPITAL FACILITIES AND DEVELOPED AN IMPLEMENTATION STRATEGY TO ADDRESS THE NEEDS IDENTIFIED IN THE CHNA. THE ASSESSMENT IS A COMPILATION OF NATIONAL SURVEY RESULTS, HEALTH INFORMATION DATABASES, GOVERNMENT DATA, AND ANALYTICAL FEEDBACK FROM STATE AND LOCAL PARTNERS. THIS DATA IS USED TO IDENTIFY POTENTIAL COURSES OF ACTION BASED ON EXISTING HEALTH CARE FACILITIES, AVAILABLE RESOURCES WITHIN THE COMMUNITY, AND CAPABILITIES OF THE COMMUNITY IN TERMS OF BOTH SOCIOECONOMIC AND EDUCATION STATUS. PROMOTING THE PREVENTION OF DISEASE, REDUCING OBESITY, CESSATION OF TOBACCO USE, PROMOTING HEALTHY EATING, PROMOTING THE HEALTH OF LOW-INCOME AND AT-RISK COMMUNITIES, AND PLANNING FOR THE CHANGING NEEDS OF SENIORS ARE AMONG THE PUBLIC HEALTH ISSUES THAT THE ASSESSMENT SEEKS TO PRIORITIZE. THE CHNA AND IMPLEMENTATION STRATEGIES ARE AVAILABLE TO THE PUBLIC ON SAINT FRANCIS'S WEBSITE AT WWW.SAINTFRANCIS.COM/DOCUMENTS/COMMUNITY%20HEALTH%20NEEDS%20V8.PDF. PART VI, LINE 3 - PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE: SAINT FRANCIS IS COMMITTED TO PROMOTING HEALTH IN THE COMMUNITY INCLUDING PROVIDING OR FINDING FINANCIAL ASSISTANCE PROGRAMS TO ASSIST PATIENTS. SAINT FRANCIS USES A MULTI-FACETED APPROACH TO EDUCATE OUR PATIENTS ON THE AVAILABILITY OF CHARITY AS WELL AS STATE AND FEDERAL FINANCIAL ASSISTANCE. THIS INCLUDES SEVERAL WAYS INCLUDING, BUT NOT LIMITED TO, THE FOLLOWING: - A BROCHURE TITLED "YOUR ACCOUNT WITH SAINT FRANCIS HEALTH SYSTEM PAYMENT FOR HEALTHCARE SERVICES" ON FINANCIAL RIGHTS AND RESPONSIBILITY IS PROVIDED TO EVERY PATIENT AT THE TIME OF THEIR REGISTRATION AND IS AVAILABLE ON THE SAINT FRANCIS WEBSITE. THE BROCHURE PROVIDES FINANCIAL ASSISTANCE PROGRAM DETAILS. - THE FINANCIAL ASSISTANCE APPLICATION IS POSTED ON THE SAINT FRANCIS WEBSITE. - SAINT FRANCIS PRINTS A PHONE NUMBER WHERE PATIENTS CAN OBTAIN INFORMATION ABOUT FINANCIAL ASSISTANCE ON THE BACK OF THE BILLING INVOICES. - SELF-PAY PATIENTS ARE generally VISITED BY A FINANCIAL COUNSELOR UPON ADMISSION TO VERIFY THEIR SELF-PAY STATUS. THE FINANCIAL COUNSELOR WORKS WITH THE SELF-PAY PATIENTS TO DETERMINE IF THE PATIENT MAY QUALIFY FOR ASSISTANCE UNDER A GOVERNMENT SPONSORED PLAN. IF THE PATIENT DOES NOT QUALIFY FOR A GOVERNMENT SPONSORED PLAN THEN THE FINANCIAL COUNSELOR WORKS WITH THE PATIENT TO DETERMINE IF THEY QUALIFY FOR CHARITY BASED ON SAINT FRANCIS'S CHARITY POLICY. - SAINT FRANCIS OFFERS THE CHARITY POLICY, AS WELL AS PAYMENT OPTIONS AS PART OF THE FOLLOW UP COLLECTION CALLS. PART VI, LINE 4 - COMMUNITY INFORMATION: THE PRIMARY SERVICE AREA (PSA) OF SAINT FRANCIS CONSISTS OF TULSA COUNTY, WHERE A SIGNIFICANT MAJORITY OF INPATIENT ADMISSIONS ORIGINATE. THE TERTIARY SERVICE AREA IS ENCOMPASSED BY THE WHOLE OF EASTERN OKLAHOMA. THE MOST RECENT NEEDS ASSESSMENT OF FISCAL YEAR 2013 IDENTIFIED APPROXIMATELY 611,000 PEOPLE IN THE PSA. THE PSA IS COMPRISED OF THE FOLLOWING REPRESENTATION: - JUST UNDER 70% CAUCASIAN - 11% AFRICAN-AMERICAN - 10% NATIVE-AMERICANS WITH 7.5% BEING MULTIRACIAL - 10% HISPANIC OR LATINO THE MEDIAN HOUSEHOLD INCOME IS $46,465, ABOUT 8% BELOW THE U.S. AVERAGE. THE REGION CONTAINS 13 COUNTIES WITH MEDIAN INCOMES MORE THAN 15% BELOW THE NATIONAL AVERAGE. APPROXIMATELY 16% OF THE STATE'S POPULATION LIVES IN POVERTY. THE UNINSURED RATE IN OKLAHOMA STANDS NEAR 16%. DURING OKLAHOMA'S 2011 FISCAL YEAR, OVER 25% OF THE STATE'S POPULATION WAS ENROLLED IN THE MEDICAID PROGRAM AT SOME POINT IN TIME. OF THOSE ON THE MEDICAID ROLLS, ANYWHERE FROM 60% TO 70% WERE CHILDREN. PART VI, LINE 5 - PROMOTION OF COMMUNITY HEALTH: SFH IS PART OF AN INTEGRATED HEALTH CARE DELIVERY SYSTEM WITH THE MISSION OF EXTENDING THE PRESENCE AND HEALING MINISTRY OF CHRIST IN ALL WE DO. SAINT FRANCIS, AS A CATHOLIC ORGANIZATION, SEEKS TO REFLECT THE PRESENCE OF CHRIST IN EVERY PERSONAL AND CORPORATE ENCOUNTER. SFH IS DEDICATED TO GIVING BACK TO THE COMMUNITY IN WHICH ITS EMPLOYEES LIVE AND WORK. THE SAINT FRANCIS GOVERNING BODY IS COMPRISED OF COMMUNITY REPRESENTATIVES ON THE BOARD OF DIRECTORS THAT PROVIDE LEADERSHIP AND GOVERNANCE FOR THE ORGANIZATION. THE BOARD OF DIRECTORS HAS THE OVERALL RESPONSIBILITY FOR THE CHARITABLE, THE CLINICAL AND THE MISSION OF SFH AND THE OTHER ENTITIES THAT ARE PART OF SAINT FRANCIS'S INTEGRATED HEALTH SYSTEM. THE MEMBERS OF THE BOARD OF DIRECTORS ARE SELECTED BASED ON THEIR AREAS OF EXPERTISE AND EXPERIENCE INCLUDING SUCH AREAS AS EDUCATION, RESEARCH, BUSINESS AND GOVERNMENT. THE MEMBERS OF THE GOVERNING BODY CONTRIBUTE THEIR WISDOM, INSIGHTS, AND EXPERTISE TO ENSURE THE ORGANIZATION IS FULFILLING ITS MISSION AND CHARITABLE PURPOSE WHILE PROVIDING EFFICIENT ADMINISTRATIVE SUPPORT SERVICES AND DIRECTION FOR THE SYSTEM. THE GOAL OF SAINT FRANCIS IS TO SUSTAIN AND GROW ITS TECHNOLOGY, TO ATTRACT TALENTED HEALTH CARE PROFESSIONALS FROM ACROSS THE COUNTRY AND TO PROVIDE HIGH QUALITY PATIENT CARE TO ALL THE RESIDENTS OF NORTHEASTERN OKLAHOMA AND THE NEIGHBORING STATES WE SERVE. THIS CAN BE SEEN IN NUMEROUS CONSTRUCTION PROJECTS THAT HAVE BEEN UNDERTAKEN OVER THE PAST SEVERAL YEARS. MOST NOTABLE IS THE DECISION BY OUR BOARD OF DIRECTORS TO CONSTRUCT A CHILDREN'S HOSPITAL WHEN THERE WAS ONLY ONE OTHER CHILDREN'S FACILITY IN THE STATE. SFH ALSO UNDERTOOK THE FINANCIAL STRAIN THAT COMES FROM RUNNING A CHILDREN'S HOSPITAL IN A STATE WHERE 60 PLUS PERCENT OF ALL THE CHILDREN ARE INSURED UNDER THE STATE MEDICAID PROGRAM. NOT ONLY IS THE CONSTRUCTION OF THE BUILDING NOTABLE, BUT THE INFRASTRUCTURE NEEDED TO MAKE THE HOSPITAL SUCCESSFUL, INCLUDING THE RECRUITMENT OF NUMEROUS SUB SPECIALISTS, TO ENSURE THE HIGHEST QUALITY OF CARE IS GIVEN TO THIS MOST VALUABLE PATIENT RESOURCE. ANOTHER NOTABLE DECISION BY OUR BOARD OF DIRECTORS WAS TO CONSTRUCT A LEVEL II TRAUMA EMERGENCY CENTER WHICH WAS COMPLETED IN SEPTEMBER 2014 TO MEET THE HEALTHCARE NEEDS OF EASTERN OKLAHOMA AND PROVIDE EMERGENCY ROOM CARE FASTER. THE TRAUMA CENTER IS PROVIDING COMPREHENSIVE CRITICAL CARE TO THOSE FACING COMPLEX, LIFE-THREATENING EMERGENCIES. OUR TRAUMA CENTER SPECIALISTS ADHERE TO THE HIGHEST STANDARDS OF CRITICAL CARE MEDICINE AND THE SERVICES ARE GREATLY ENHANCED BY THE MANY SUB SPECIALTY SERVICES AVAILABLE AT THE HOSPITAL. THE TRAUMA CENTER ACCOMMODATES MORE THAN 120,000 PATIENT VISITS ANNUALLY (AVERAGE OF OVER 300 PER DAY). ADJACENT TO THE TRAUMA CENTER IS EASTERN OKLAHOMA'S ONLY PEDIATRIC EMERGENCY CENTER, WHICH CAN ACCOMMODATE OVER 30,000 PEDIATRIC PATIENTS EACH YEAR. THE TRAUMA CENTER ALSO HAS THE ABILITY TO ADAPT TO THE NEEDS OF A DISASTER IF NECESSARY. SFH PROVIDES FINANCIAL ASSISTANCE IN THE FORM OF CHARITY CARE TO PATIENTS WHO ARE INDIGENT AND SATISFY CERTAIN REQUIREMENTS. ADDITIONALLY, SFH IS COMMITTED TO TREATING PATIENTS WHO ARE ELIGIBLE FOR MEANS TESTED GOVERNMENT PROGRAMS SUCH AS MEDICAID AND OTHER GOVERNMENT SPONSORED PROGRAMS INCLUDING MEDICARE, WHICH IS PROVIDED REGARDLESS OF THE REIMBURSEMENT SHORTFALL, AND THEREBY RELIEVES THE STATE AND FEDERAL GOVERNMENT OF THE BURDEN OF PAYING THE FULL COST OF CARE FOR THOSE PATIENTS. OFTEN, PATIENTS ARE UNAWARE OF THE FEDERAL, STATE AND LOCAL PROGRAMS AVAILABLE TO THEM FOR FINANCIAL ASSISTANCE, OR THEY ARE UNABLE TO ACCESS THEM DUE TO THE CUMBERSOME ENROLLMENT PROCESS REQUIRED TO RECEIVE THESE BENEFITS. SAINT FRANCIS OFFERS ASSISTANCE IN ENROLLMENT TO THESE GOVERNMENT PROGRAMS OR EXTENDS FINANCIAL ASSISTANCE IN THE FORM OF CHARITY CARE THROUGH THE ORGANIZATIONS FINANCIAL ASSISTANCE POLICY. SFH REINVESTS ITS NET OPERATING INCOME BACK INTO THE FACILITY TO IMPROVE PATIENT CARE, TO BENEFIT SOCIETY AND TO ALLOW SFH TO CARRY OUT ITS VISION TO BE THE REGIONAL LEADER IN THE DELIVERY OF QUALITY CATHOLIC HEALTH CARE SERVICES. PART VI, LINE 6 - AFFILIATED HEALTH CARE SYSTEM: SFH IS PART OF SAINT FRANCIS. SFH IS THE LARGEST ENTITY WITHIN THE INTEGRATED HEALTH SYSTEM. ANNUALLY, SFH HAS ONE OF THE BUSIEST EMERGENCY ROOMS IN THE STATE OF OKLAHOMA. OVER 101,000 PATIENTS ARE SEEN IN THE HOSPITAL'S EMERGENCY ROOM. ADDITIONALLY, SFH ADMITS 50,500 PLUS PATIENTS AND PROVIDES ANCILLARY AND DIAGNOSTIC SERVICES ON AN OUTPATIENT BASIS TO AN ADDITIONAL 300,800 PATIENTS. SEE SCHEDULE O, GENERAL STATEMENT 4 FOR ADDITIONAL INFORMATION REGARDING THE SAINT FRANCIS INTEGRATED HEALTH SYSTEM AND THEIR ROLES WITHIN THE SYSTEM. PART VI, LINE 7 - STATE FILING OF COMMUNITY BENEFIT REPORT: SAINT FRANCIS, WHICH INCLUDES SFH, publishes A COMMUNITY BENEFIT REPORT IN OKLAHOMA. FOR THE PAST SEVEN YEARS, SAINT FRANCIS HAS SPENT MANY HOURS PREPARING A WRITTEN REPORT THAT IS DISTRIBUTED ACROSS THE STATE OF OKLAHOMA TO HELP EDUCATE THE COMMUNITY ON THE BENEFITS THAT SAINT FRANCIS PROVIDES TO THE COMMUNITIES WE SERVE to support our NOT-FOR-PROFIT STATUS. true ALZHEIMER'S association INC 2448 E 81ST ST STE 3000 Tulsa OK 74137 731183372 501(c)(3) 15000 MEMORY GALA AMERICAN CANCER SOCIETY 4110 S 100TH E AVE 101 TULSA OK 74146 741185665 501(c)(3) 25000 program support AMERICAN HEART ASSOCIATION PO BOX 4002903 DES MOINES IA 503402903 135613797 501(c)(3) 71000 PROGRAM SUPPORT AMERICAN KIDNEY FUND 11921 ROCKVILLE PIKE STE 300 ROCKVILLE MD 20852 237124261 501(c)(3) 57954 PROGRAM SUPPORT OSTEOPATHIC FOUNDERS 8801 S YALE AVE STE 400 Tulsa OK 74137 730583936 501(c)(3) 15000 WINTERFEST 2015 ROTARY CLUB OF BROKEN ARROW INC 107 WEST COMMERCIAL BROKEN ARROW OK 74012 237225396 501(c)(3) 10000 CHILDREN'S HEALTH THE FOUNDATION FOR TULSA SCHOOLS 3027 S NEW HAVEN STE 600 TULSA OK 741146131 731612027 501(c)(3) 10000 program support TULSA AREA UNITED WAY PO BOX 1859 TULSA OK 74101 730580283 501(c)(3) 55536 PROGRAM SUPPORT TULSA COMMUNITY COLLEGE FOUNDATION 6111 E Skelly Dr Ste 608 TULSA OK 741356198 237103807 501(c)(3) 10000 VISION IN EDUCATION LEADERSHIP DINNER TULSA COMMUNITY FOUNDATION INC 7030 south yale ave 600 tulsa OK 74136 731554474 501(c)(3) 25000 program support TULSA CITY-COUNTY HEALTH DEPARTMENT 129TH E AVE TULSA OK 74134 736006419 501(c)(3) 37500 CHNA TULSA CHAMBER OF COMMERCE 1 W 3RD ST STE 100 TULSA OK 72103 730488250 501(c)(3) 422097 Program support TULSA'S FUTURE INC 2 West 2nd Street 150 TULSA OK 74103 237033283 501(c)(3) 209583 program support OSU FOUNDATION 400 SOUTH MONROE STILLWATER OK 74074 736097060 501(c)(3) 1008000 SCHOLARSHIP FUND UNIVERSITY OF TULSA 800 south tucker dr tulsa OK 74104 730579298 501(c)(3) 50000 SFHS ITA MEN'S TENNIS CHAMPIONSHIP OU FOUNDATION 100 TIMBERDELL ROAD NORMAN OK 74074 736091755 501(c)(3) 10000 SCHOLARSHIP Kontum Missionary and Friendship 1229 W ITUNI ST W Covina CA 91790 421757220 501(c)(3) 10000 Program support MENTAL HEALTH ASSOCATION 1870 S BOULDER TULSA OK 741195234 730657931 501(C)(3) 30000 PROGRAM SUPPORT CITIZENS FOR BETTER EDUCATION 1 WEST THIRD ST 100 TULSA OK 74136 731574191 501(c)(3) 10000 PROGRAM SUPPORT PORTA CAELI HOUSE CORP PO BOX 580460 TULSA OK 74158 486544538 C Corp 1000000 PROGRAM SUPPORT SAINT GREGORY'S UNIVERSITY 1900 W MCARTHUR ST SHAWNEE OK 748049983 730685198 501(c)(3) 50000 NURSING PROGRAM ST PHILIP NERI NEWMAN CENTER 440 S FLORENCE AVE TULSA OK 74104 730942657 501(c)(3) 6000 2015 ST PHILIP NERI SOCIETY DINNER TAHLEQUAH HOSPITAL PO BOX 1008 TAHLEQUAH OK 74465 731618193 501(c)(3) 6000 PROGRAM SUPPORT 22 1 SCHOLARSHIPS 103 417750 SUPPLEMENTAL INFORMATION SCHEDULE I, PART I, QUESTION 2 SAINT FRANCIS HEALTH SYSTEM OFFERS SCHOLARSHIP OPPORTUNITIES TO INDIVIDUALS IN THE NURSING AND ALLIED HEALTH ARENA. THE APPLICATION PROCESS, APPROVAL PROCESS, MONITORING, AND IN THE EVENT OF DEFAULT, COLLECTION PROCESS TAKE PLACE IN THE HUMAN RESOURCE DEPARTMENT OF SAINT FRANCIS. TO QUALIFY FOR A SCHOLARSHIP, EMPLOYEES SUBMIT APPLICATIONS WHICH ARE ACCUMULATED AND RANKED BASED ON APPROPRIATE CRITERIA. DEPENDENT ON THE AVAILABILITY OF FUNDS, APPLICANTS ARE SELECTED TO RECEIVE SCHOLARSHIPS. CHOSEN APPLICANTS MUST SIGN A WORK AGREEMENT FOR SIX MONTHS FOR EACH SEMESTER THEY RECEIVE FUNDING. OFFICIAL TRANSCRIPTS MUST BE SUBMITTED TO DOCUMENT SUCCESSFUL COMPLETION FOR EACH SEMESTER. IN THE EVENT AN APPLICANT DOES NOT FULFILL THEIR SCHOLARSHIP AGREEMENT THEY ARE CONTACTED VIA CERTIFIED MAIL THAT ALL FUNDS AWARDED ARE DUE WITHIN 30 DAYS. IF THE BALANCE IS NOT PAID IN FULL WITHIN 30 DAYS, COLLECTION EFFORTS ENSUE WITH A THIRD PARTY COLLECTION AGENCY. X X true true X X X X false true false false false false false false false JAKE HENRY JR PRESIDENT/CEO/DIRECTOR 0 943562 0 1127639 0 124900 0 59751 0 11093 0 2266945 0 0 THOMAS G NEFF VP/COO (UNTIL 12/31/14) 299961 0 146235 0 16437 0 77469 0 13528 0 553630 0 0 0 JEFFREY C SACRA SECRETARY 208380 0 77923 0 3739 0 52072 0 6798 0 348912 0 0 0 BARRY L STEICHEN VICE PRESIDENT/COO/director 0 612505 0 287114 0 233779 0 208510 0 13752 0 1355660 0 0 ROBERT ELI SMITH FORMER ASSISTANT SECRETARY 0 187459 0 54077 0 16553 0 40788 0 1314 0 300191 0 0 ERIC E SCHICK TREASURER/CFO 305813 0 133750 0 28301 0 141643 0 13220 0 622727 0 0 0 LYNN SUND administrator 371001 0 172039 0 44302 0 84509 0 13547 0 685398 0 0 0 WILLIAM SCHLOSS FORMER SENIOR VICE PRESIDENT 0 336028 0 166632 0 7024 0 82663 0 13549 0 605896 0 0 DAVID WAGNER FORMER senior VICE PRESIDENT 227796 0 51825 0 7042 0 49874 0 13015 0 349552 0 0 0 RYAN GURSKY MD PHYSICIAN 25500 1105410 0 2226 0 0 0 32501 0 17716 25500 1157853 0 0 CHRISTIAN LUESSENHOP MD PHYSICIAN 18750 656323 0 2226 0 17500 0 32501 0 17716 18750 726266 0 0 Bruce Markman MD Physician 20250 754452 0 2226 0 0 0 32501 0 20418 20250 809597 0 0 Preston Phillips MD physician 27000 697145 0 2226 0 20166 0 32501 0 0 27000 752038 0 0 KENNETH CHEKOFSKY MD physician 125000 618244 0 2226 0 17500 0 32501 0 13765 125000 684236 0 0 Supplemental Nonqualified retirement plan Schedule J, Part I, Line 1 CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II PARTICIPATED IN KEY BUSINESS ACTIVITIES ACCOMPANIED BY THEIR SPOUSE. ADDITIONALLY THESE SAME INDIVIDUALS MAY HAVE INCURRED PERSONAL EXPENSE RELATED TO THESE KEY BUSINESS ACTIVITIES. WITH PROPER DOCUMENTATION AND APPROVAL, SAINT FRANCIS HEALTH SYSTEM INCLUDES THESE REIMBURSEMENTS AS W-2 WAGES FOR THE EMPLOYEE. THESE WAGES ARE GROSSED UP TO PROVIDE TAX INDEMNIFICATION TO THE EMPLOYEE. SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN SCHEDULE J, PART I, LINE 4B A SELECT GROUP OF HIGHLY COMPENSATED EMPLOYEES OF SAINT FRANCIS HEALTH SYSTEM, INC., AND ITS RELATED ENTITIES SAINT FRANCIS HOSPITAL, INC. LAUREATE PSYCHIATRIC CLINIC AND HOSPITAL, INC., WARREN CLINIC, INC., SAINT FRANCIS HOSPITAL SOUTH, LLC, SAINT FRANCIS HOME HEALTH,INC., THE CHILDREN'S HOSPITAL FOUNDATION AT SAINT FRANCIS, AND WARREN CANCER RESEARCH FOUNDATION ARE ELIGIBLE TO PARTICIPATE IN A NONQUALIFIED DEFERRED COMPENSATION PLAN UNDER SECTION 457(B) AND 457(F) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED UNDER THE ECONOMIC GROWTH AND TAX RELIEF RECONCILIATION ACT OF 2001. NONE OF THE INDIVIDUALS LISTED ON SCHEDULE J ARE COMPENSATED AS BOARD MEMBERS OF THE REPORTING ENTITY. THE REPORTED COMPENSATION IS FOR SERVICES AS EMPLOYEES OF THE REPORTING ENTITY OR THE RELATED ORGANIZATION. A Tulsa County Industrial Authority 521526494 899520AZ3 2006-11-14 229140663 SEE PART VI false false false A 0 0 229140663 0 0 25310000 1590323 0 0 202240340 0 0 2009 true false true true A false false false false 0.00000 0.00000 0.00000 false false false true A false false false false false false 0 false 0 false true A true SUPPLEMENTAL INFORMATION SCHEDULE K, PART I, LINE A, COLUMN (F) THE SERIES 2006 BONDS WERE ISSUED BY THE ISSUER'S FOR THE PURPOSE OF LOANING THE PROCEEDS THEREOF TO SAINT FRANCIS HEALTH SYSTEM FOR ACQUIRING, FURNISHING, IMPROVING AND EQUIPPING CERTAIN ADDITIONS, EXTENSIONS, AND IMPROVEMENTS TO SAINT FRANCIS HOSPITAL INCLUDING BUT NOT LIMITED TO: (I) FURNISHING, IMPROVING, CONSTRUCTING AND EQUIPPING CERTAIN ADDITIONS, EXTENSIONS, AND IMPROVEMENTS TO THE TULSA HEART HOSPITAL OF SAINT FRANCIS, SUPPORT FACILITIES THERETO; (II) ACQUIRING, FURNISHING, IMPROVING, AND EQUIPPING CERTAIN ADDITIONS, EXTENSIONS, AND IMPROVEMENTS TO SAINT FRANCIS HOSPITAL WITHOUT LIMITATION, THE CONSTRUCTION OF A NEW CHILDREN'S HOSPITAL AND PARKING GARAGE, AN EMPLOYEE PARKING GARAGE AND A NEW CARDIOLOGY DEPARTMENT; (III) REFUNDING AND REFINANCING THE ISSUER'S OUTSTANDING HEALTH CARE REVENUE BONDS, REFUNDING SERIES 2003 (SAINT FRANCIS HEALTH SYSTEM, INC.) INITIALLY ISSUED TO REFUND OF THE AUTHORITY USED TO ACQUIRE, FURNISH, IMPROVE AND EQUIP CERTAIN ADDITIONS EXTENSIONS AND IMPROVEMENTS TO THE SAINT FRANCIS HEALTH SYSTEM "PROJECT"); AND (IV) PAYING THE COST OF ISSUANCE OF THE SERIES 2006 BONDS. PART III LINE 3C: A BOND COUNSEL DOES EXIST, BUT FOR THE CURRENT FISCAL YEAR, THERE WAS NOTHING TO REVIEW. PART III LINE 4/5: THERE IS NO PRIVATE BUSINESS USE. X 1 13428 fair market value X IN-KIND 1 110305 FAIR MARKET VALUE false false false SUPPLEMENTAL INFORMATION FORM 990, PART VI, SECTION A, LINE 1A THE ORGANIZATION DELEGATES ITS GOVERNANCE TO THE SAINT FRANCIS HEALTH SYSTEM, INC. (SYSTEM OR SAINT FRANCIS) BOARD OF DIRECTORS. THE SYSTEM'S BOARD OF DIRECTORS IS COMPRISED OF 10 DIRECTORS, 8 OF WHICH ARE INDEPENDENT. FORM 990, PART VI, SECTION A, LINE 2 GOVERNING BODY AND MANAGEMENT RELATIONSHIPS - MANY OF THE PERSONS LISTED ON PART VII HAVE A "BUSINESS RELATIONSHIP" WITH EACH OTHER BY VIRTUE OF SERVING ON RELATED SYSTEM ENTITY BOARDS AND OTHER CORPORATION BOARDS. THERE ARE ALSO "FAMILY RELATIONSHIPS" REQUIRING DISCLOSURES. THE ORGANIZATION HAS DETERMINED THESE ASSOCIATIONS DO NOT PRESENT A CONFLICT OF INTEREST. JAKE HENRY JR., AN OFFICER AND DIRECTOR, SERVES ON OTHER BOARDS OUTSIDE OF THE SYSTEM WITH WILLIAM K. WARREN JR., A TRUSTEE, W.R. LISSAU, A DIRECTOR, AND JOHN-KELLY WARREN, A DIRECTOR. FORM 990, PART VI, SECTION A, LINE 3 THE DIRECTOR FUNCTIONS ARE DELEGATED TO THE SYSTEM BOARD OF DIRECTORS REFERENCED IN FORM 990, PART VI, LINE 1A OF THIS NARRATIVE. THE BOARD OF DIRECTORS AND A MAJORITY OF THE MEMBERS APPROVE THE SALE OF CORPORATE ASSETS VALUED AT $10,000,000 OR MORE. THE MEMBERS HAVE SOLE AUTHORITY TO: - AMEND THE CERTIFICATE OF INCORPORATION - APPROVE MERGERS OR CONSOLIDATIONS - APPROVE THE SALE, LEASE OR TRANSFER OF ALL, OR SUBSTANTIALLY ALL, OF THE ASSETS OF THE CORPORATION - AMENDMENT OF BYLAWS - APPOINTMENT OF BOARD MEMBERS FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS THREE MEMBERS/TRUSTEES WHO ELECT THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS THREE MEMBERS/TRUSTEES WHO ELECT THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD OF DIRECTORS AND A MAJORITY OF THE MEMBERS APPROVE THE SALE OF CORPORATE ASSETS VALUED AT $10,000,000 OR MORE. THE MEMBERS HAVE SOLE AUTHORITY TO: - AMEND THE CERTIFICATE OF INCORPORATION - APPROVE MERGERS OR CONSOLIDATIONS - APPROVE THE SALE, LEASE OR TRANSFER OF ALL, OR SUBSTANTIALLY ALL, OF THE ASSETS OF THE CORPORATION - AMENDMENT OF BYLAWS - APPOINTMENT OF BOARD MEMBERS FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE, A SUB-COMMITTEE OF THE SYSTEM BOARD OF DIRECTORS, HAS ACCESS TO REVIEW THE PASSWORD PROTECTED FORM 990 ON-LINE PRIOR TO THE FILING WITH THE IRS. FORM 990, PART VI, LINE 12C A REQUEST FOR INFORMATION ON POTENTIAL CONFLICTS IS SOLICITED ANNUALLY FROM DIRECTORS, TRUSTEES AND ALL EMPLOYEES WITH A MANAGER LEVEL AND ABOVE TO MONITOR FOR PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND DEALING WITH POTENTIAL OR ACTUAL CONFLICTS. THERE ARE FOUR DIRECTORS AND ONE OFFICER/DIRECTOR ON THE SYSTEM BOARD OF DIRECTORS WITH POTENTIAL CONFLICTS THAT WERE ADDRESSED BY THE GOVERNING BODY. THE DIRECTORS AND OFFICER/DIRECTOR WITH POTENTIAL CONFLICTS RECUSE THEMSELVES FROM EVENTS THAT WOULD RESULT IN A CONFLICT. CONFLICTS ARE REGULARLY DISCLOSED AND ADDRESSED. FORM 990, PART VI, SECTION B, LINE 15A AND 15B COMPENSATION OF OFFICIALS AND KEY EMPLOYEES IS REVIEWED ANNUALLY AND APPROVED BY A COMMITTEE OF DIRECTORS WITH GUIDANCE FROM INDEPENDENT CONSULTANTS AND THE USE OF COMPARATIVE DATA. FORM 990, PART VI, SECTION C, LINE 18 SAINT FRANCIS HOSPITAL, INC.'S FORM 990 IS AVAILABLE TO THE PUBLIC ON WWW.GUIDESTAR.ORG. GUIDESTAR INDEPENDENTLY POSTS TAX-EXEMPT ORGANIZATION FORM 990'S ON THEIR WEBSITE, OBTAINED FROM THE INTERNAL REVENUE SERVICE. ADDITIONALLY, A COPY OF THE FORM 990 IS PROVIDED UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THESE REQUESTS ARE DETERMINED ON A CASE-BY-CASE BASIS. FORM 990, PART VII, SECTION A THE HOURS PER WEEK REPORTED ON FORM 990, PART VII FOR OFFICERS AND DIRECTORS ARE THE HOURS SPENT ON THE FILING ENTITY ONLY. THE REMAINING PORTION OF THE 40 HOURS PER WEEK OF THE OFFICERS AND DIRECTORS WITH RELATED COMPENSATION IS ALLOCATED AMONGST THE ENTITIES REPORTED ON SCHEDULE R. FORM 990, PART VIII, LINE 11D SAINT FRANCIS HOSPITAL, INC. PROVIDES HEALTH AND MEDICAL EDUCATION TO PATIENTS, EMPLOYEES, AND OTHER COMMUNITY MEMBERS. SAINT FRANCIS HOSPITAL, INC. IS ABLE TO BETTER SERVE THE COMMUNITY BY PROVIDING ADDITIONAL SERVICES SUCH AS HOME HEALTH CARE AND HOSPICE SERVICES. FORM 990, PART XI, LINE 9 THE OTHER CHANGES IN NET ASSETS OR FUND BALANCES OF $1,997,399 IS MADE UP OF THE ACTIVITY IN THE POST RETIREMENT BENEFIT OBLIGATION ACTIVITY FOR THE YEAR $155,940, BENEFICIAL INTEREST IN CHILDREN'S HOSPITAL FOUNDATION ACTIVITY FOR THE YEAR $1,129,208, EQUITY TRANSFERS FROM/TO RELATED PARTIES -$170,698, EQUITY, BAD DEBT ADJUSTMENTS OF -$732,730, AND EQUITY EARNINGS AND INVESTMENTS $1,615,679. SAINT FRANCIS OUTREACH SERVICES LLC 6600 S YALE AVE STE 400 Tulsa OK 74136 141841340 Health SVCS OK 18277158 2140430 SFH CARE COMMUNICATIONS LLC 6600 S YALE AVE STE 400 Tulsa OK 74136 260015989 Comm SVCS OK 3521112 5411046 SFH SAINT FRANCIS HEALTH SYSTEM INC 6600 S YALE AVE STE 400 Tulsa OK 74136 731501972 health svcs OK 501(C)(3) 11b TYPE II NA false SAINT FRANCIS HOSPITAL SOUTH LLC 6600 S YALE AVE STE 400 tulsa OK 74136 010603214 health svcs OK 501(C)(3) 3 SFHS true LAUREATE PSYCHIATRIC CLINIC & HOSP INC 6600 S YALE AVE STE 400 tulsa OK 74136 731308273 health svcs OK 501(C)(3) 3 SFHS true WARREN CLINIC INC 6600 S YALE AVE STE 400 tulsa OK 74136 731310891 health svcs OK 501(C)(3) 3 SFHS true SAINT FRANCIS HOME HEALTH INC 6600 S YALE AVE STE 400 tulsa OK 74136 731234331 health svcs OK 501(C)(3) 11a TYPE I SFH true WARREN CANCER RESEARCH FOUNDATION INC 6600 S YALE AVE STE 400 tulsa OK 74136 731426265 medical rsrch OK 501(C)(3) 4 SFH true The Children's Hosp Fdn at Saint Francis 6600 S YALE AVE STE 400 tulsa OK 74136 202843418 health svcs OK 501(C)(3) 11a TYPE I SFHS true SPRINGER CLINIC INC 6600 S YALE AVE STE 400 tulsa OK 741363319 731414359 health svcs OK SFH s corp -297186 10135559 1.00000 true RELATED HEALTH SERVICES INC 6600 S YALE AVE STE 400 tulsa OK 741363319 731288715 health svcs OK SFH s corp -1152064 75708905 1.00000 true XAVIER INSURANCE COMPANY INC 76 ST PAUL ST STE 500 burlington VT 054014477 030333599 captive insur VT SFHS c corp 0 0 true SAINT FRANCIS PAYROLL SERVICES LLC 6600 S YALE AVE STE 400 Tulsa OK 741363319 450470422 common pay ag OK SFHS c corp 0 0 true SAINT FRANCIS HEALTH SYSTEM GENERAL PO BOX 3038 MILWAUKEE WI 532013038 756583874 Self Insuranc WI SFHS TRUST 0 0 true false true true false false false false false true true true true true false false true true true true SAINT FRANCIS HEALTH SYSTEM INC m 760982 TRAN REVIEW SAINT FRANCIS HEALTH SYSTEM INC p 7241912 TRAN REVIEW SAINT FRANCIS HEALTH SYSTEM INC s 10000000 TRAN REVIEW SAINT FRANCIS HEALTH SYSTEM INC q 7119146 TRAN REVIEW SAINT FRANCIS HEALTH SYSTEM INC b 6850577 TRAN REVIEW SAINT FRANCIS HEALTH SYSTEM INC c 10842154 TRAN REVIEW LAUREATE PSYCHIATRIC CLINIC AND HOSPITAL INC m 235632 TRAN REVIEW LAUREATE PSYCHIATRIC CLINIC AND HOSPITAL INC l 2613920 TRAN REVIEW LAUREATE PSYCHIATRIC CLINIC AND HOSPITAL INC q 65572615 TRAN REVIEW LAUREATE PSYCHIATRIC CLINIC AND HOSPITAL INC p 33699079 TRAN REVIEW LAUREATE PSYCHIATRIC CLINIC AND HOSPITAL INC s 24945771 TRAN REVIEW LAUREATE PSYCHIATRIC CLINIC AND HOSPITAL INC r 10236251 TRAN REVIEW LAUREATE PSYCHIATRIC CLINIC AND HOSPITAL INC i 58515 TRAN REVIEW WARREN CLINIC INC J 101065 TRAN REVIEW WARREN CLINIC INC K 191628 TRAN REVIEW WARREN CLINIC INC M 6314494 TRAN REVIEW WARREN CLINIC INC L 8619022 TRAN REVIEW WARREN CLINIC INC Q 371140329 TRAN REVIEW WARREN CLINIC INC P 233143054 TRAN REVIEW WARREN CLINIC INC S 103906134 TRAN REVIEW WARREN CLINIC INC R 2910446 TRAN REVIEW RELATED HEALTH SERVICES INC P 8986122 TRAN REVIEW RELATED HEALTH SERVICES INC L 327996 TRAN REVIEW RELATED HEALTH SERVICES INC Q 11259370 TRAN REVIEW RELATED HEALTH SERVICES INC B 53094 TRAN REVIEW SAINT FRANCIS HOSPITAL SOUTH LLC i 750995 TRAN REVIEW SAINT FRANCIS HOSPITAL SOUTH LLC k 324824 TRAN REVIEW SAINT FRANCIS HOSPITAL SOUTH LLC l 4903640 TRAN REVIEW SAINT FRANCIS HOSPITAL SOUTH LLC p 79026169 TRAN REVIEW SAINT FRANCIS HOSPITAL SOUTH LLC S 52572345 TRAN REVIEW SAINT FRANCIS HOSPITAL SOUTH LLC r 14832185 TRAN REVIEW SAINT FRANCIS HOSPITAL SOUTH LLC Q 112594013 TRAN REVIEW SAINT FRANCIS HOME HEALTH INC c 1799436 TRAN REVIEW SAINT FRANCIS HOME HEALTH INC P 56542 TRAN REVIEW SAINT FRANCIS HOME HEALTH INC S 11186759 TRAN REVIEW SAINT FRANCIS HOME HEALTH INC R 4173111 TRAN REVIEW SAINT FRANCIS HOME HEALTH INC L 714800 TRAN REVIEW SAINT FRANCIS HOME HEALTH INC Q 12667784 TRAN REVIEW WARREN CANCER RESEARCH FOUNDATION B 162596 TRAN REVIEW WARREN CANCER RESEARCH FOUNDATION Q 287136 TRAN REVIEW WARREN CANCER RESEARCH FOUNDATION P 74161 TRAN REVIEW CHILDREN'S HOSPITAL FOUNDATION AT SAINT FRANC c 342694 TRAN REVIEW CHILDREN'S HOSPITAL FOUNDATION AT SAINT FRANC q 501998 TRAN REVIEW SPRINGER CLINIC INC K 231031 TRAN REVIEW SPRINGER CLINIC INC Q 606715 TRAN REVIEW SPRINGER CLINIC INC C 197647 TRAN REVIEW