2015-05-19T14:48:41-05:00 2014-07-31 580914992 DRAFFIN & TUCKER LLP PO BOX 71309 ALBANY GA 317081309 990 2013-08-01 263975185 PHOEBE SUMTER MEDICAL CENTER INC PHOE 2299246011 126 HWY 280 WEST AMERICUS GA 317198645 KERRY LOUDERMILK PPHS CFO 2299246011 2015-05-15 true JEFFREY S WRIGHT P00226270 2298837878 2015-05-19 X 2013 2016-02-25 16:41:14Z BRANDI LUNNEBORG CEO 126 HWY 280 WEST AMERICUS GA 317198645 60934200 false X WWW.PHOEBEPUTNEY.COM X 2009 GA PROVIDING CHARITABLE HEALTHCARE ACTIVITIES. 10 6 492 144 0 329214 0 51998005 56087711 274442 -377094 3812331 2924326 56413992 58634943 0 0 23003618 21006777 0 0 34691409 35586135 57695027 56592912 -1281035 2042031 86699798 78922589 20823962 11056342 65875836 67866247 PROVIDING CHARITABLE HEALTHCARE ACTIVITIES. false false 47795131 58294740 TO BE THE LEADING PROVIDER OF QUALITY, COST EFFECTIVE, PATIENT-CENTERED HEALTH CARE SERVICES TO ALL RESIDENTS OF SOUTHWEST GEORGIA. PSMC PURSUES ITS MISSION THROUGH A PATIENT-CENTERED ENVIRONMENT OF CARE REFLECTING HIGH STANDARDS AND PROMOTING A BALANCE OF PROFESSIONAL PREPARATION AND SERVICE, CONTINUOUS IMPROVEMENT BASED ON OUR CORE VALUES OF PEOPLE, RELATIONSHIPS, REPUTATION, EXCELLENCE, EFFICIENCY AND COMMITMENT. 47795131 true false false true false false false false false false true false false true true true true true false false false false false false false false true true false false true false false false false false false false false false false false false false true false false false true 80 0 492 true false false false false false false false false false false X 10 6 false false false false true true true true true false false true true true true true true false false false GA X X KERRY LOUDERMILK 2293124068 PO BOX 3770 ALBANY GA 317063770 JOEL WERNICK BD MEMBER/PP 1.00 54.00 X X 0 796528 1003659 JOE AUSTIN BD MEMBER/PP 1.00 52.00 X X 0 476321 115289 KERRY LOUDERMILK BD MEMBER/PP 1.00 54.00 X X 0 468743 141437 WALLACE MAYS MD BOARD MEMBER 1.00 40.00 X 0 41009 0 CONNIE BLANCHARD BOARD MEMBER 1.00 X 0 0 0 RANDY JONES BOARD MEMBER 1.00 1.00 X 0 0 0 BRAD LAFEVERS CHAIRMAN 1.00 1.00 X X 0 0 0 LARA GILL BOARD MEMBER 1.00 1.00 X 0 0 0 ROBBIE LATIMORE EDD VICE CHAIR 1.00 0.00 X X 0 0 0 FREDRICK MCLAUGHLIN EDD BOARD MEMBER 1.00 0.00 X 0 0 0 KEITH PETERSEN CEO 50.00 0.00 X 0 180345 14458 LAURIE HAIR CFO/INTERIM 50.00 1.00 X 0 135639 15210 JOHN HARDING INTERIM CEO 50.00 1.00 X 0 0 0 TIM TROTTIER REGIONAL OPE 15.00 35.00 X 0 301369 25611 DARRYL HAWKINS PHARMACY DIR 40.00 X 137400 0 22770 CHRISTY HARDIN ASST. DIR PH 40.00 X 136690 0 2693 SUSAN JOHNSON PHARMACIST 40.00 X 129676 0 19687 LORI PAYNE PHARMACIST 40.00 X 129492 0 22147 DEBRA MCWILLIAMS RN 60.75 X 127003 0 2505 660261 2399954 1385466 10 false true false SENTRY ANESTHESIA MANAGEMENT LLC 80 NEWNAN STATION DRIVE SUITE A NEWNAN GA 302653194 ANESTHESIA SVCS 1271828 SOUTHERN REHABILITATION PO BOX 1066 AMERICUS GA 317091066 THERAPY SRVCS 656243 GEORGIA PREMIER SONOGRAPHY 213 TRADERS PASS WARNER ROBINS GA 310882211 ULTRASOUND SVCS 420074 EXECUTIVE HEALTH RESOURCES INC PO BOX 822688 PHILADELPHIA PA 191822688 DENIALS MNGMNT 200035 DRAFFIN & TUCKER LLP PO BOX 71309 ALBANY GA 317081309 ACCOUNTING SVCS 150100 7 PROGRAM SERVICE REVENUE 623000 56087711 56087711 56087711 101839 101839 449232 30100 419132 419132 419132 1790224 1805868 463289 -15644 -463289 -478933 -478933 EHR REVENUE 621990 1641223 1641223 MIGRANT HEALTH REVENUE 621990 422190 422190 NUTRITION SERVICE REVENUE 722513 298165 298165 143616 143616 2505194 58634943 58294740 340203 X 16601528 14205646 2395882 3224211 2758903 465308 1181038 1010594 170444 71500 71500 4412 4412 14672156 12285278 2386878 66533 66533 7330788 6780920 549868 226771 226771 884011 826840 57171 127514 87445 40069 4945715 4625865 319850 1027084 1027084 MEDICAL SUPPLIES 3755343 3755343 REPAIRS & MAINTENANCE 1468480 1200036 268444 LICENSES 737543 47829 689714 DECOMMISSIONING EXP 132842 132842 135443 73178 62265 56592912 47795131 8797781 0 16665679 10882093 6962622 8769508 467769 425582 748244 783346 497423 340205 65001017 16710478 52825075 48290539 4050520 4070041 4482466 5361275 86699798 78922589 5161015 4090177 15662947 6966165 20823962 11056342 X 65875836 67866247 65875836 67866247 86699798 78922589 X 2042031 -21290 -30330 X false true X true false X false false false false false false false false true 4412 4412 false SCHEDULE C, PART II-B, LINE 1 THE ORGANIZATION PAYS MEMBERSHIP DUES TO A NATIONAL HEALTHCARE ORGANIZATION. A PORTION OF THE DUES IS ALLOCATED TO LOBBYING ACTIVITIES IN WHICH THE NATIONAL HEALTHCARE ORGANIZATION PARTICIPATES. 1687954 1687954 45347959 7892903 37455056 17815929 8817575 8998354 149175 149175 48290539 BENEFICIAL INTEREST IN FOUNDATION 3202019 EHR RECEIVABLE 1641223 OTHER RECEIVABLES 518033 5361275 RELATED PARTY PAYABLES 6966165 6966165 X 58665043 58665043 -30100 -30100 58634943 56623012 30100 30100 56592912 56592912 SCHEDULE D, PAGE 3, PART X THE HOSPITAL IS A NOT-FOR-PROFIT CORPORATION THAT HAS BEEN RECOGNIZED AS TAX-EXEMPT PURSUANT TO SECTION 501(C)3 OF THE INTERNAL REVENUE CODE. THE HOSPITAL APPLIES ACCOUNTING POLICIES THAT PRESCRIBE WHEN TO RECOGNIZE AND HOW TO MEASURE THE FINANCIAL STATEMENT EFFECTS OF INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON ITS INCOME TAX RETURNS. THESE RULES REQUIRE MANAGEMENT TO EVALUATE THE LIKELIHOOD THAT, UPON EXAMINATION BY THE RELEVANT TAXING JURISDICTIONS, THOSE INCOME TAX POSITIONS WOULD BE SUSTAINED. BASED ON THAT EVALUATION, THE HOSPITAL ONLY RECOGNIZES THE MAXIMUM BENEFIT OF EACH INCOME TAX POSITION THAT IS MORE THAN 50% LIKELY OF BEING SUSTAINED. TO THE EXTENT THAT ALL OR A PORTION OF THE BENEFITS OF AN INCOME TAX POSITION ARE NOT RECOGNIZED, A LIABILITY WOULD BE RECOGNIZED FOR THE UNRECOGNIZED BENEFITS, ALONG WITH ANY INTEREST AND PENALTIES THAT WOULD RESULT FROM DISALLOWANCE OF THE POSITION. SHOULD ANY SUCH PENALTIES AND INTEREST BE INCURRED, THEY WOULD BE RECOGNIZED AS OPERATING EXPENSES. BASED ON THE RESULTS OF MANAGEMENT'S EVALUATION, NO LIABILITY IS RECOGNIZED IN THE ACCOMPANYING BALANCE SHEET FOR UNRECOGNIZED INCOME TAX POSITIONS. FURTHER, NO INTEREST OR PENALTIES HAVE BEEN ACCRUED OR CHARGED TO EXPENSE AS OF JULY 31, 2014 AND 2013 OR FOR THE YEARS THEN ENDED. THE HOSPITAL'S TAX RETURNS ARE SUBJECT TO POSSIBLE EXAMINATION BY THE TAXING AUTHORITIES. FOR FEDERAL INCOME TAX PURPOSES, THE TAX RETURNS ESSENTIALLY REMAIN OPEN FOR POSSIBLE EXAMINATION FOR A PERIOD OF THREE YEARS AFTER THE RESPECTIVE FILING DEADLINES OF THOSE RETURNS. SCHEDULE D, PAGE 4, PART XI, LINE 4B RENTAL EXPENSES -30,100 SCHEDULE D, PAGE 4, PART XII, LINE 2D RENTAL EXPENSES 30,100 true true X true X 1.250000000000 true X true true false true true 1929356 824020 1105336 0.01950 5605798 4868486 737312 0.01300 5374041 4276670 1097371 0.01940 12909195 9969176 2940019 0.05190 1950 33313 33313 0.00060 77 66648 66648 0.00120 11158 9122963 5673840 3449123 0.06090 1500 1500 13185 9224424 5673840 3550584 0.06270 13185 22133619 15643016 6490603 0.11460 true 15410381 13813544 15856864 -2043320 X true true 1 1 PHOEBE SUMTER MEDICAL CENTER INC 126 HIGHWAY 280 WEST AMERICUS GA 31719 WWW.PHOEBEPUTNEY.COM 129-663 X X X HOSPICE, RHC PHOEBE SUMTER MEDICAL CENTER INC 1 true X X X X X X X X X X 13 true false true X WWW.PHOEBEPUTNEY.COM X X X X X X X X false false true true 125.000000000000 true 200.000000000000 true X X X X X X X X true true X X X X X X true false X X X X true X false false FACILITY 1, PHOEBE SUMTER MEDICAL CENTER, INC. - PART V, LINE 3 THE HOSPITAL'S CHIEF EXECUTIVE OFFICER APPOINTED INDIVIDUALS TO SERVE ON THE CHNA HOSPITAL STEERING COMMITTEE (CHSC). THE CHSC IDENTIFIED COMMUNITY LEADERS, PARTNERS, AND REPRESENTATIVES TO INCLUDE IN THE CHNA PROCESS. INDIVIDUALS, AGENCIES, PARTNERS, POTENTIAL PARTNERS, AND OTHERS WERE REQUESTED TO WORK WITH THE HOSPITAL TO 1) ASSESS THE NEEDS OF THE COMMUNITY, 2) REVIEW AVAILABLE COMMUNITY RESOURCES AND 3) PRIORITIZE THE HEALTH NEEDS OF THE COMMUNITY. GROUPS OR INDIVIDUALS, WHO REPRESENT MEDICALLY-UNDERSERVED POPULATIONS, LOW INCOME POPULATIONS, MINORITY POPULATIONS, AND POPULATIONS WITH CHRONIC DISEASES, WERE INCLUDED. THE HOSPITAL IDENTIFIED OVER 75 COMMUNITY MEMBERS TO PARTICIPATE IN THE CHNA PROCESS. TWO-HOUR COMMUNITY HEALTH INPUT MEETINGS (COMMUNITY MEETINGS) AND ONE-HOUR COMMUNITY STAKEHOLDER INTERVIEWS (INTERVIEWS) WERE ESSENTIAL PARTS OF THE CHNA PROCESS. THREE COMMUNITY MEETINGS AND 10 STAKEHOLDER INTERVIEWS WERE CONDUCTED IN ORDER TO OBTAIN THE COMMUNITY'S INPUT INTO THE HEALTH NEEDS OF SUMTER COUNTY. EACH COMMUNITY MEETING WAS DRIVEN BY AN AGENDA PLANNED IN ADVANCE. SIGN-IN SHEETS AND EVALUATIONS WERE ALSO USED. THE COMMUNITY HEALTH PROFILE WAS SHARED WITH THE PARTICIPANTS AT EACH MEETING. PARTICIPANTS WERE ASKED ABOUT THEIR OBSERVATIONS ON THE HEALTH DATA PRESENTED IN THE PROFILE. IN ADDITION, PARTICIPANTS WERE REQUESTED TO PROVIDE INPUT AS TO NEEDS THAT MAY NOT HAVE BEEN IDENTIFIED IN THE PROFILE. QUESTIONS AND EXCHANGE WERE ENCOURAGED, WITH THE OBJECTIVE THAT PARTICIPANTS WOULD INCREASE THEIR UNDERSTANDING OF WHAT THE DATA MEANT IN TERMS OF THE BURDEN OF CHRONIC DISEASES, THE IMPACT OF THE DEMOGRAPHICS OF THE POPULATION ON HEALTH SERVICES, AND HEALTH STATUS, HEALTH BEHAVIORS, AS WELL AS, ACCESS TO HEALTHCARE. AS THE GROUP DISCUSSED THE HEALTH PROBLEMS OR HEALTH ISSUES, THE FACILITATOR MADE A LIST OF THE HEALTH PROBLEMS THE COMMUNITY PARTICIPANTS SAID WERE IMPORTANT. AT THE END OF THE DISCUSSION PRIORITY ISSUES WERE IDENTIFIED. THESE PRIORITIES DID NOT REFLECT PROGRAMS, SERVICES OR APPROACHES TO RESOLVING PROBLEMS, BUT RATHER HEALTH ISSUES TO BE ADDRESSED. COMMUNITY PARTICIPANTS INCLUDED PHYSICIANS AND OTHER MEDICAL PROFESSIONALS; EDUCATORS; ENTREPRENEURS AND OTHER BUSINESSMEN AND WOMEN; PROFESSIONALS; REPRESENTATIVES FROM THE DEPARTMENT OF LABOR, HOUSING AUTHORITY, LAW ENFORCEMENT, AND THE HEALTH DEPARTMENT; RELIGIOUS LEADERS. FACILITY 1, PHOEBE SUMTER MEDICAL CENTER, INC. - PART V, LINE 5C A COMPLETE COPY OF THE COMMUNITY HEALTH NEEDS ASSESSMENT CAN BE FOUND AT HTTP://WWW.PHOEBEPUTNEY.COM/MEDIA/FILE/PHOEBE%20SUMTER%20MEDICAL %20CENTER/CHNA_PHOEBE%20SUMTER_2013.PDF FACILITY 1, PHOEBE SUMTER MEDICAL CENTER, INC. - PART V, LINE 7 COMMUNITY WORK PLAN FOR ACCESS TO CARE - TRANSPORTATION CHNA PAGE REFERENCE - PAGES 91, 93-94 IT IS BEYOND THE HOSPITAL'S MISSION AND FINANCIAL RESOURCES TO PROVIDE TRANSPORTATION. THE HOSPITAL WILL INCREASE ACCESS TO HEALTH SERVICES BY PROVIDING SCREENINGS AND OTHER FORMS OF PREVENTIVE CARE IN COMMUNITY LOCATIONS OTHER THAN THE HOSPITAL'S MAIN CAMPUS. THE HOSPITAL WILL PROVIDE A COMMUNITY RESOURCE DIRECTORY THAT WILL GUIDE INDIVIDUALS TO TRANSPORTATION SERVICES. FACILITY 1, PHOEBE SUMTER MEDICAL CENTER, INC. - PART V, LINE 20D PSMC DETERMINES THE PATIENTS ABILITY TO PAY BASED ON THE FINANCIAL ASSISTANCE POLICY (FAP) AND PROVIDES FREE OR DISCOUNTED CARE AS INDICATED. PATIENTS WHO ARE ELIGIBLE FOR THE FAP WILL NOT BE BILLED GROSS CHARGES FOR EMERGENCY AND MEDICALLY NECESSARY CARE. THE CHARGES BILLED FAP-APPROVED PATIENTS WILL BE DISCOUNTED BY A PERCENTAGE DETERMINED IN ACCORDANCE WITH IRS REGULATIONS. 2 PHOEBE SUMTER HOSPICE 126 HWY 280 WEST AMERICUS GA 31719 HOSPICE ELLAVILLE PRIMARY MEDICINE 72 BROAD STREET ELLAVILLE GA 31806 RURAL HEALTH CLINIC PART I, LINE 7G - SUBSIDIZED HEALTH SERVICES EXPLANATION THE NET COST ASSOCIATED WITH THE EMERGENCY ROOM DEPARTMENT REPORTED ON SCHEDULE H, PART 7G IS 3,449,123. PART I, LINE 7, COLUMN (F) - EXCLUSIONS FROM PERCENT OF TOTAL EXPENSE IN DERIVING THE DENOMINATOR TO BE USED FOR COLUMN (F), THE FOLLOWING ADJUSTMENTS WERE MADE TO THE TOTAL EXPENSES REPORTED ON FORM 990, PART IX, LINE 25: FORM 990, PART IX, LINE 25 56,592,912 ADD: EXPENSES REPORTED IN PART VIII 30,100 DENOMINATOR FOR COLUMN (F) 56,623,012 PART I, LINE 7 - COSTING METHODOLOGY EXPLANATION THE COST WAS CALCULATED USING THE COST-TO-CHARGE RATIO AS CALCULATED USING WORKSHEET 2 FROM THE IRS FORM 990 INSTRUCTIONS. PART III, LINE 2 - BAD DEBT EXPENSE METHODOLOGY AMOUNTS INCLUDED ON PART III, LINE 2 REPRESENT THE AMOUNT OF CHARGES CONSIDERED UNCOLLECTIBLE AFTER REASONABLE ATTEMPTS TO COLLECT, AND WRITTEN OFF TO BAD DEBT EXPENSE. BAD DEBT EXPENSE FOOTNOTE TO FINANCIAL STATEMENTS ACCOUNTS RECEIVABLE ARE REDUCED BY AN ALLOWANCE FOR DOUBTFUL ACCOUNTS. IN EVALUATING THE COLLECTABILITY OF ACCOUNTS RECEIVABLE, THE HOSPITAL ANALYZES ITS PAST HISTORY AND IDENTIFIES TRENDS FOR EACH OF ITS MAJOR PAYOR RESOURCES OF REVENUE TO ESTIMATE THE APPROPRIATE ALLOWANCE FOR DOUBTFUL ACCOUNTS AND PROVISION FOR BAD DEBTS. MANAGEMENT REGULARLY REVIEWS DATA ABOUT THE MAJOR PAYOR SOURCE OF REVENUE IN EVALUATING THE SUFFICIENCY OF THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. FOR RECEIVABLES ASSOCIATED WITH SERVICES PROVIDED TO PATIENTS WHO HAVE THIRD-PARTY COVERAGE, THE HOSPITAL ANALYZES CONTRACTUALLY DUE AMOUNTS AND PROVIDES AN ALLOWANCE FOR DOUBTFUL ACCOUNTS AND A PROVISION FOR BAD DEBTS, IF NECESSARY (FOR EXAMPLE, FOR EXPECTED UNCOLLECTIBLE DEDUCTIBLES AND COPAYMENTS ON ACCOUNTS FOR WHICH THE THIRD-PARTY PAYOR HAS NOT YET PAID, OR FOR PAYORS WHO ARE KNOWN TO BE HAVING FINANCIAL DIFFICULTIES THAT MAKE THE REALIZATION OF AMOUNTS DUE UNLIKELY). FOR RECEIVABLES ASSOCIATED WITH SELF-PAY PATIENTS (WHICH INCLUDES BOTH PATIENTS WITHOUT INSURANCE AND PATIENTS WITH DEDUCTIBLE AND COPAYMENT BALANCES DUE FOR WHICH THIRD-PARTY COVERAGE EXISTS FOR PART OF THE BILL), THE HOSPITAL RECORDS A SIGNIFICANT PROVISION FOR BAD DEBTS IN THE PERIOD OF SERVICE ON THE BASIS OF ITS PAST EXPERIENCE, WHICH INDICATES THAT MANY PATIENTS ARE UNABLE OR UNWILLING TO PAY THE PORTION OF THEIR BILL FOR WHICH THEY ARE FINANCIALLY RESPONSIBLE. THE DIFFERENCE BETWEEN THE STANDARD RATES (OR THE DISCOUNTED RATES IF NEGOTIATED) AND THE AMOUNTS ACTUALLY COLLECTED AFTER ALL REASONABLE COLLECTION EFFORTS HAVE BEEN EXHAUSTED IS CHARGED OFF AGAINST THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. THE HOSPITAL'S ALLOWANCE FOR DOUBTFUL ACCOUNTS FOR SELF-PAY PATIENTS DECREASED FROM 97% OF SELF-PAY ACCOUNTS RECEIVABLE AT JULY 31, 2013, TO 96% OF SELF-PAY ACCOUNTS RECEIVABLE AT JULY 31, 2014. DUE TO AN INCREASE IN SELF-PAY REVENUE AND A REDUCTION IN PATIENTS QUALIFYING FOR CHARITY CARE SERVICES, THE HOSPITAL'S SELF-PAY WRITEOFFS INCREASED 1,000,000 FROM 7,000,000 FOR FISCAL YEAR 2013 TO 8,000,000 FOR FISCAL YEAR 2014. FOR SIMILAR REASONS, THE PROVISION FOR BAD DEBTS INCREASED FROM 10,965,000 IN 2013 TO 15,410,000 IN 2014. PART III, LINE 8 - MEDICARE EXPLANATION MEDICARE ALLOWABLE COSTS ARE COMPUTED IN ACCORDANCE WITH COST REPORTING METHODOLOGIES UTILIZED ON THE MEDICARE COST REPORT AND IN ACCORDANCE WITH RELATED REGULATIONS. INDIRECT COSTS ARE ALLOCATED TO DIRECT SERVICE AREAS USING THE MOST APPROPRIATE STATISTICAL BASIS. PART III, LINE 9B - COLLECTION PRACTICES EXPLANATION THE ORGANIZATION WRITES OFF PATIENT ACCOUNTS RECEIVABLE BALANCES FOR PATIENTS QUALIFYING FOR CHARITY CARE OR FINANCIAL ASSISTANCE AND DOES NOT MAKE FURTHER COLLECTION EFFORTS. PART VI, LINE 2 - NEEDS ASSESSMENT NEEDS ASSESSMENTS HAVE TRADITIONALLY LED TO THE CREATION OF COMMUNITY-BASED DELIVERY SYSTEMS THAT EXPAND ACCESS TO HEALTH CARE, MEET THE NEEDS OF THE PEOPLE AND BUILD HEALTHY COMMUNITIES IN THE BROADEST SENSE BY IMPACTING MAJOR DETERMINANTS, SUCH AS ECONOMIC DEVELOPMENT, EMPLOYMENT, CHILDREN'S SAFETY, EDUCATION AND ADEQUATE HOUSING. THE ORGANIZATION CONDUCTS REGULAR NEEDS ASSESSMENT THROUGH FORMAL AND INFORMAL SURVEYS AND PROCESSES, INCLUDING COLLABORATIONS WITH PUBLIC AND COMMUNITY AGENCIES. THROUGH STRATEGIC PLANNING AND COMMUNITY INTERVIEWS, THE ORGANIZATION DEVELOPS PROGRAMS AND SERVICES THAT CONSIDER THE ECONOMIC IMPERATIVES OF THE REGION, THE EFFECT OF LEGISLATION AND THE INVOLVEMENT OF OTHER COMMUNITY-BASED ORGANIZATIONS AND PARTNERS. THE ORGANIZATION REGULARLY CONDUCTS FOCUS GROUPS IN THE COMMUNITY TO UNDERSTAND ISSUES AFFECTING ITS PATIENTS, AND HAS CREATED PROGRAMS IN RESPONSE TO HEALTH DISPARITIES PREVALENT IN THE AREA. THE ORGANIZATION ALSO COLLECTS HEALTH NEEDS INFORMATION FROM NURSES, WHO PROVIDE DIRECT CARE TO STUDENTS AND STAFF AND WHO COLLABORATE WITH OTHER AGENCIES TO DEVELOP HEALTH AWARENESS AND DISEASE PREVENTION PROGRAMS. THE ORGANIZATION ALSO CONDUCTS REGULAR PHYSICIAN WORKFORCE STUDIES THROUGH ITS STRATEGIC PLANNING ARM TO DETERMINE UNMET PHYSICIAN NEEDS AND BARRIERS TO ACCESSING CARE. THE ORGANIZATION MEASURES THE SUCCESS OF ITS COMMITMENT BY HOW WELL IT KEEPS PEOPLE HEALTHY AND HOW WELL IT IMPACTS THE SOCIAL/CULTURAL BONDS THAT WILL SECURE THE COMMUNITIES OF THE FUTURE. THE HOSPITAL LAST CONDUCTED A COMMUNITY HEALTH NEEDS ASSESSMENT IN 2013. PROGRESS ON CHNA IMPLEMENTATION STRATEGIES 2013-2014: PSMC HAS DONE A NUMBER OF ACTIONS AND INITIATIVES TO ADDRESS THE FINDINGS OF THE LATEST COMMUNITY HEALTH NEEDS ASSESSMENT. THE FIRST PRIORITY WAS ACCESS TO CARE - PROVIDERS AND PREVENTION, AND THIS WAS ADDRESSED IN A NUMBER OF WAYS. ONE WAY WAS THAT PSMC PARTNERED WITH SEEDCO TO INFORM THE PUBLIC ABOUT THE AFFORDABLE HEALTH CARE ACT IN MARCH 2014. MORE THAN 160 PEOPLE ATTENDED THIS EVENT. PSMC ALSO WORKED HAND IN HAND WITH THE LOCAL HEALTH DEPARTMENT TO INCREASE AWARENESS AND PREVENTION EDUCATION. THIS INFORMATION WAS DISTRIBUTED AT ALL THREE PSMC COMMUNITY HEALTH FAIRS (WOMEN'S IN MAY; CHILDREN'S IN JUNE AND MEN'S IN SEPTEMBER) AS WELL AS OTHER COMMUNITY OUTREACH EVENTS THAT INCLUDED RELAY FOR LIFE, LOCAL FESTIVALS, ETC. PSMC ALSO WORKED IN CONJUNCTION WITH ITS CLINIC IN ELLAVILLE TO ADDRESS THE NEEDS OF THE MIGRANT FARM WORKERS AND HISPANIC POPULATION, WHICH INCLUDED A HEALTH FAIR SPECIFICALLY FOR MIGRANT WORKERS. LAST BUT NOT LEAST, PSMC ADDRESSED THE NEEDS OF THE SENIOR POPULATION BY PARTICIPATING IN A NUMBER OF EVENTS THAT INCLUDE INNOVATIVE SENIOR SOLUTIONS SENIOR FALL FESTIVAL AND AREA AGENCY ON AGING'S ANNUAL SENIOR PICNIC. PSMC ALSO CONTINUES TO WORK CLOSE WITH MAGNOLIA MANOR TO ADDRESS THE NEEDS OF THEIR SENIOR POPULATION AS WELL. THE SECOND PRIORITY WAS OBESITY, AND PSMC ADDRESSED THIS NEED IN A NUMBER OF WAYS. A DIETITIAN WAS ON HAND FOR ALL OF THE COMMUNITY HEALTH FAIRS TO TALK ABOUT THE IMPORTANCE OF A HEALTHY DIET. PSMC ALSO REACHED OUT TO LOCAL BUSINESSES TO WORK WITH THEM ON WAYS THEY CAN MAKE THEIR EMPLOYEES HEALTHIER, AND PARTICIPATED IN A NUMBER OF HEALTH DAYS IN THE COMMUNITY. THIS INCLUDES THE CITY OF AMERICUS EMPLOYEES, SUMTER COUNTY EMPLOYEES AND SUMTER EMC EMPLOYEES. ANOTHER WAY OBESITY WAS ADDRESSED WAS WITH PSMC'S BARIATRIC PROGRAM. STARTING IN 2013, THE PROGRAM HAS GIVEN A CHANCE TO MORBIDLY OBESE PEOPLE TO LOSE WEIGHT ONCE AND FOR AL. A TOTAL OF 24 CASES HAVE BEEN DONE SO FAR, AND WITH THE ADDITION OF THE GASTRIC BYPASS SURGERY, THE NUMBER OF PEOPLE IN THE PROGRAM IN ALL LIKELIHOOD TO INCREASE IN THE COMING YEARS. THE THIRD PRIORITY WAS CANCER, AS SOUTHWEST GEORGIA HAS ONE OF THE HIGHEST RATES OF CANCER IN THE STATE. PSMC'S ONCOLOGY AND HEMATOLOGY CLINIC SERVES THE NEEDS OF THE PEOPLE OF SOUTHWEST GEORGIA, AND IS ONE OF THE BUSIEST IN THE STATES. REPRESENTATIVES FROM THE CLINIC PARTICIPATE IN ALL OF OUR HEALTH FAIRS AND COMMUNITY OUTREACH EVENTS, AND PSMC IS ALSO THE PREMIERE SPONSOR AT THE YEARLY RELAY FOR LIFE, THE MAIN FUNDRAISER FOR THE AMERICAN CANCER SOCIETY. LAST YEAR ALONE PSMC RAISED MORE THAN 20,000 FOR THE FIGHT AGAINST CANCER, AND IS NORMALLY ONE OF THE LEADING FUNDRAISERS FOR THIS EVENT. IN ADDITION, PSMC CREATED ITS OWN ENTITY, FRIENDS AGAINST CANCER, TO RAISE MONEY FOR LOCAL CANCER PATIENTS AND THEIR FAMILIES FOR BASIC NEEDS SUCH AS MEDICINE, TRAVEL, ETC. PSMC ALSO HELD ITS YEARLY BREAST CANCER AWARENESS WALK, WHICH WAS ATTENDED BY MORE THAN 700 PEOPLE AND RAISED FUNDS FOR LOCAL BREAST CANCER PATIENTS AND THEIR FAMILIES. DIABETES IS VERY PREVALENT IN OUR GEOGRAPHICAL AREA, AND IT WAS THE FOURTH PRIORITY ON OUR NEEDS ASSESSMENT LIST. KEEPING IN MIND THAT THE RATE OF JUVENILE DIABETES CONTINUES TO RISE, WE ADDRESSED THIS WITH OUR CHILDREN'S HEALTH CONFERENCE LAST SUMMER. IN ADDITION TO PROVIDING WAYS TO KEEP THE CHILDREN HEALTHY AND ACTIVE, THE IMPORTANT COMPONENT OF A HEALTHY DIET WAS ALSO ADDRESSED. GLUCOSE AND CHOLESTEROL SCREENINGS WERE PROVIDED AT EACH HEALTH CONFERENCE, WHICH WAS ATTENDED BY A COMBINED TOTAL OF MORE THAN 800 PEOPLE. PSMC ALSO HOLDS A MONTHLY DIABETES SUPPORT GROUP MEETING. THE FIFTH PRIORITY WAS TEEN BIRTH RATE, AND IN CONJUNCTION WITH THE LOCAL HEALTH DEPARTMENT THIS ITEM WAS ADDRESSED AT PSMC'S CHILDREN'S HEALTH FAIR. PART VI, LINE 3 - PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE THE BOARD HAS CLEARLY WRITTEN FINANCIAL ASSISTANCE POLICIES THAT ARE AVAILABLE ON THE ORGANIZATION WEB SITE AND THROUGH THE BUSINESS OFFICE. SIGNS ARE PROMINENTLY POSTED ON THE AVAILABILITY OF FREE AND CHARITY CARE. PATIENT EDUCATION ON THE ORGANIZATION'S FINANCIAL ASSISTANCE IS CONDUCTED DURING PRE-REGISTRATION, THROUGH FLOOR VISITS BY BUSINESS OFFICE REPRESENTATIVES FOR PATIENTS THAT STRESS CONCERN IN MEETING THE FINANCIAL OBLIGATIONS FOR THEIR SERVICES, THROUGH OUR CUSTOMER SERVICE DEPARTMENT. BROCHURES ARE PROMINENTLY DISPLAYED AT EACH REGISTRATION BOOTH. THE BUSINESS OFFICE CONTINUOUSLY PROVIDES UPDATED MATERIAL TO PHYSICIAN OFFICES FOR ISSUANCE TO THEIR PATIENTS THAT HIGHLIGHT THE FINANCIAL ASSISTANCE PROGRAM AND POLICIES. THE PATIENT STATEMENTS HIGHLIGHT THE ORGANIZATION'S FINANCIAL ASSISTANCE AND ENCOURAGE PATIENTS TO CALL FOR FINANCIAL ASSISTANCE. PART VI, LINE 4 - COMMUNITY INFORMATION SUMTER COUNTY IS LOCATED IN THE SOUTHWESTERN PART OF CENTRAL GEORGIA, AND HAS A POPULATION OF 32,819. THE HOSPITAL IS LOCATED IN THE COUNTY SEAT OF AMERICUS. THE SURROUNDING AREAS OF AMERICUS ARE DIVERSE IN TERMS OF RURAL AND URBAN AREAS. THE POPULATION DISTRIBUTION AMONG RURAL AND URBAN AREAS IS 58 PERCENT URBAN AND 42 PERCENT RURAL. ONLY 2.5 PERCENT OF SUMTER COUNTYS LAND AREA IS URBAN WHILE 97.5 PERCENT IS RURAL. THE COUNTYS POPULATION IS PREDICTED TO INCREASE TO 35,314 RESIDENTS BY 2015. THE PERCENTAGE OF RESIDENTS AGED 55 AND OLDER INCREASED FROM 2000 TO 2010. THIS INCREASE IDENTIFIED AN IMMEDIATE NEED FOR DELIVERY OF HEALTHCARE THAT SERVES INDIVIDUALS WITH CHRONIC CONDITIONS. THE HISPANIC POPULATION INCREASED, ALTHOUGH THIS SEGMENT REMAINED A SMALL PORTION OF THE POPULATION. PART VI, LINE 5 - PROMOTION OF COMMUNITY HEALTH THE ORGANIZATION AND ITS VOLUNTEER BOARD IS COMPOSED OF COMMUNITY MEMBERS WITH DIVERSE PROFESSIONAL AND COMMUNITY SERVICE BACKGROUNDS, AS WELL AS PHYSICIAN MEMBERS. THE ORGANIZATION'S EMERGENCY CENTER IS OPERATED 24/7 AND OPEN TO ALL PERSONS, REGARDLESS OF ABILITY TO PAY. THE BOARD MAINTAINS OPEN MEDICAL STAFF POLICIES WITH PRIVILEGES AVAILABLE TO ALL QUALIFYING PHYSICIANS. THE BOARD HAS A CLEARLY WRITTEN FINANCIAL ASSISTANCE POLICY THAT IS AVAILABLE ON THE ORGANIZATION'S WEB SITE AND THROUGH THE BUSINESS OFFICE. SIGNS ARE PROMINENTLY POSTED ON THE AVAILABILITY OF FREE AND CHARITY CARE. THE ORGANIZATION HAS A MULTI-PRONGED APPROACH TO IMPROVING THE HEALTH OF THE COMMUNITIES IT SERVES: INCREASING ACCESS, BUILDING CAPACITY, INVESTING IN "UPSTREAM" PROGRAMS THAT GET AT THE CAUSE OF DISEASE AND ILLNESS, BUILDING COMMUNITY PARTNERSHIPS, ADVOCATING CHANGE, AND DEVELOPING LEADERSHIP. SURPLUS FUNDS ARE REINVESTED IN RESOURCES TO IMPROVE THE DELIVERY OF MEDICAL AND HEALTH CARE SERVICES. PRIMARY CARE IS FIRST AND CREATES A PROFOUND IMPACT ON THE COMMUNITIES SERVED. PRIMARY CARE SERVICES ARE ESTABLISHED IN AREAS WHERE RESIDENTS ARE MOST LIKELY TO SUFFER FROM SEVERE MANPOWER SHORTAGES, HIGH POVERTY LEVELS AND A LACK OF ACCESS TO CARE. PART VI, LINE 6 - AFFILIATED HEALTH CARE SYSTEM PHOEBE PUTNEY HEALTH SYSTEM, INC. (PPHS) IS THE NOT-FOR-PROFIT PARENT COMPANY OF PHOEBE PUTNEY MEMORIAL HOSPITAL, INC., A NOT-FOR-PROFIT ENTITY, PHOEBE PUTNEY HEALTH VENTURES, INC., A FOR-PROFIT CORPORATION, PHOEBE PHYSICIAN GROUP, INC., A NOT-FOR-PROFIT CORPORATION, PHOEBE WORTH MEDICAL CENTER, INC., A NOT-FOR-PROFIT ENTITY, PHOEBE SUMTER MEDICAL CENTER, INC., A NOT-FOR-PROFIT ENTITY, AND PHOEBE FOUNDATION, INC., A NOT-FOR-PROFIT ENTITY. PHOEBE PUTNEY MEMORIAL HOSPITAL, INC. (PPMH), LOCATED IN ALBANY, GEORGIA, IS AN ACUTE CARE HOSPITAL, WHICH OPERATES SATELLITE CLINICS IN THE SURROUNDING COUNTIES. IT PROVIDES INPATIENT, OUTPATIENT AND EMERGENCY CARE SERVICES FOR RESIDENTS OF SOUTHWEST GEORGIA. ADMITTING PHYSICIANS ARE PRIMARILY PRACTITIONERS IN THE LOCAL AREA. PHOEBE PUTNEY HEALTH VENTURES, INC. ENGAGES IN HEALTHCARE AND RELATED ACTIVITIES IN FURTHERANCE OF THE EXEMPT PURPOSES OF PPHS AND PPMH. PHOEBE WORTH MEDICAL CENTER, INC. (PWMC), LOCATED IN SYLVESTER, GEORGIA, IS A 25 BED RURAL CRITICAL ACCESS HOSPITAL. IT PROVIDES INPATIENT, OUTPATIENT, AND EMERGENCY CARE SERVICES FOR RESIDENTS OF WORTH COUNTY, GEORGIA. PHOEBE SUMTER MEDICAL CENTER, INC. (PSMC), LOCATED IN AMERICUS, GEORGIA, IS AN ACUTE CARE HOSPITAL. IT PROVIDES INPATIENT, OUTPATIENT AND EMERGENCY CARE SERVICES FOR RESIDENTS OF SUMTER COUNTY, GEORGIA. PHOEBE PHYSICIAN GROUP, INC. WAS ESTABLISHED TO ORGANIZE AND OPERATE MEDICAL PRACTICES EXCLUSIVELY FOR THE BENEFIT OF PPMH, PWMC, AND PSMC. PHOEBE FOUNDATION, INC. WAS ESTABLISHED TO RAISE FUNDS OF ANY KIND OR CHARACTER TO BE USED EXCLUSIVELY FOR CHARITABLE, MEDICAL, EDUCATIONAL AND SCIENTIFIC PURPOSES AT OR IN CONNECTION WITH PHOEBE PUTNEY MEMORIAL HOSPITAL, INC. OR THE HOSPITAL AUTHORITY OF ALBANY-DOUGHERTY COUNTY, GEORGIA. SUMTER REGIONAL HOSPITAL FOUNDATION, INC. WAS ESTABLISHED TO RAISE FUNDS TO SUPPORT PSMC. SUMTER REGIONAL HOSPITAL FOUNDATION, INC.'S BYLAWS PROVIDE THAT THE MAJORITY OF ALL FUNDS RAISED, EXCEPT FOR FUNDS ACQUIRED FOR THE OPERATION OF THE FOUNDATION, BE DISTRIBUTED TO OR BE HELD FOR THE BENEFIT OF THE HOSPITAL. PART VI, LINE 7 - STATE FILING OF COMMUNITY BENEFIT REPORT GEORGIA ADDITIONAL INFORMATION PHOEBE SUMTER MEDICAL CENTER, INC. (PSMC), FORMERLY SUMTER REGIONAL HOSPITAL, IS A NOT-FOR-PROFIT HEALTH CARE ORGANIZATION THAT EXISTS TO SERVE THE COMMUNITY. PSMC OPENED IN 1953 TO SERVE THE COMMUNITY BY CARING FOR THE SICK REGARDLESS OF THEIR ABILITY TO PAY. AS A NOT-FOR-PROFIT HOSPITAL, PSMC HAS NO STOCKHOLDERS OR OWNERS. ALL REVENUE AFTER EXPENSES IS REINVESTED IN THE MISSION TO CARE FOR THE CITIZENS OF THE COMMUNITY - INTO CLINICAL CARE, HEALTH PROGRAMS, STATE-OF-THE-ART TECHNOLOGY AND FACILITIES, RESEARCH, AND TEACHING AND TRAINING OF MEDICAL PROFESSIONALS NOW AND FOR THE FUTURE. PSMC OPERATES AS A CHARITABLE ORGANIZATION CONSISTENT WITH THE REQUIREMENTS OF INTERNAL REVENUE CODE SECTION 501(C)(3) AND THE "COMMUNITY BENEFIT STANDARD" OF IRS REVENUE RULING 69-545. PSMC TAKES SERIOUSLY ITS RESPONSIBILITY AS THE COMMUNITY'S SAFETY NET HOSPITAL AND HAS A STRONG RECORD OF MEETING AND EXCEEDING THE CHARITABLE CARE AND THE ORGANIZATIONAL AND OPERATIONAL STANDARDS REQUIRED FOR FEDERAL TAX-EXEMPT STATUS. PSMC DEMONSTRATES A CONTINUED AND EXPANDING COMMITMENT TO MEETING ITS MISSION AND SERVING THE CITIZENS BY PROVIDING COMMUNITY BENEFITS. A COMMUNITY BENEFIT IS A PLANNED, MANAGED, ORGANIZED, AND MEASURED APPROACH TO MEETING IDENTIFIED COMMUNITY HEALTH NEEDS, REQUIRING A PARTNERSHIP BETWEEN THE HEALTHCARE ORGANIZATION AND THE COMMUNITY TO BENEFIT RESIDENTS THROUGH PROGRAMS AND SERVICES THAT IMPROVE HEALTH STATUS AND QUALITY OF LIFE. PSMC IMPROVES THE HEALTH AND WELL BEING OF SOUTHWEST GEORGIA THROUGH CLINICAL SERVICES, EDUCATION, RESEARCH, AND PARTNERSHIPS THAT BUILD HEALTH CAPACITY IN THE COMMUNITY. PSMC PROVIDES COMMUNITY BENEFITS FOR ALL CITIZENS AS WELL AS FOR THE MEDICALLY UNDERSERVED. PSMC CONDUCTS COMMUNITY NEEDS ASSESSMENTS AND PAYS CLOSE ATTENTION TO THE NEEDS OF LOW INCOME AND OTHER VULNERABLE PERSONS AND THE COMMUNITY AT LARGE. PSMC OFTEN WORKS WITH COMMUNITY GROUPS TO IDENTIFY NEEDS, STRENGTHEN EXISTING COMMUNITY PROGRAMS, AND PLAN NEWLY NEEDED SERVICES. IT PROVIDES A WIDE-RANGING ARRAY OF COMMUNITY BENEFIT SERVICES DESIGNED TO IMPROVE COMMUNITY HEALTH AND THE HEALTH OF INDIVIDUALS AND TO INCREASE ACCESS TO HEALTH CARE, IN ADDITION TO PROVIDING FREE AND DISCOUNTED SERVICES TO PEOPLE WHO ARE UNINSURED AND UNDERINSURED. DRAWING ON A DYNAMIC AND FLEXIBLE STRUCTURE, THE COMMUNITY BENEFIT PROGRAMS ARE DESIGNED TO RESPOND TO ASSESSED NEEDS AND ARE FOCUSED ON UPSTREAM PREVENTION. PSMC PARTICIPATES IN THE MEDICARE AND MEDICAID PROGRAMS AND IS ONE OF THE LEADING PROVIDERS OF MEDICAID SERVICES IN GEORGIA. THE FOLLOWING TABLE SUMMARIZES THE AMOUNTS OF CHARGES FOREGONE (I.E., CONTRACTUAL ADJUSTMENTS) AND ESTIMATES THE LOSSES INCURRED BY PSMC DUE TO INADEQUATE PAYMENTS BY THESE PROGRAMS AND FOR INDIGENT/CHARITY SERVICES. THIS TABLE DOES NOT INCLUDE DISCOUNTS OFFERED BY PSMC UNDER MANAGED CARE AND OTHER AGREEMENTS: CHARGES ESTIMATED FOREGONE UNREIMBURSED COST MEDICARE 47,633,000 17,076,000 MEDICAID 19,772,000 7,088,000 INDIGENT/CHARITY 5,545,000 1,988,000 72,950,000 26,152,000 THE FOLLOWING IS A SUMMARY OF THE COMMUNITY BENEFIT ACTIVITIES AND HEALTH IMPROVEMENT SERVICES OFFERED BY PSMC AND ILLUSTRATES THE ACTIVITIES AND DONATIONS DURING FISCAL YEAR 2014. I.COMMUNITY HEALTH IMPROVEMENT SERVICES A.COMMUNITY HEALTH EDUCATION KID'S CONFERENCE PSMC HELD ITS 2ND ANNUAL KIDS CONFERENCE ON AUGUST 9, 2013 AND PROVIDED SCREENINGS FOR GLUCOSE AND CHOLESTEROL, BLOOD PRESSURE, AND BMI FOR MORE THAN 250 CHILDREN. THE THEME WAS ONCE AGAIN "GET FIT, GET ACTIVE, GET HEALTHY", AND THERE WERE FREE HEALTH SCREENINGS, VENDORS FROM ACROSS SOUTH GEORGIA AND A NUMBER OF AGENCIES THAT WERE GEARED TOWARDS CHILDREN AND THEIR OVERALL HEALTH. SCHOOL SUPPLIES AND OTHER ITEMS WERE GIVEN AWAY, AND THE CHILDREN HAD AN OPPORTUNITY TO PARTAKE IN A NUMBER OF GAMES AND ACTIVITIES, INCLUDING BASKETBALL, ZUMBA AND FOOTBALL DRILLS WITH THE AMERICUS SUMTER VARSITY FOOTBALL TEAM. THE SUMTER COUNTY SHERIFF'S DEPARTMENT & FIRE DEPARTMENT, AS WELL AS THE SUMTER COUNTY HEALTH DEPARTMENT & DFACS, WERE ALSO ON HAND TO PROVIDE SERVICES TO BOTH THE CHILDREN AND THEIR PARENTS. MEN'S HEALTH CONFERENCES PSMC HELD THE 5TH ANNUAL MEN'S HEALTH CONFERENCE ON SEPTEMBER 15, 2013 THAT PROVIDED HEALTH SCREENINGS FOR PSA, CHOLESTEROL, BLOOD PRESSURE, HEARING AND VISION, HEALTH INFORMATION, SPEAKERS, AND FELLOWSHIP TO MORE THAN 400 ATTENDEES. THE HEALTH CONFERENCE PROGRAMS PROVIDE OUTREACH, HEALTH SCREENINGS, EDUCATIONAL PROGRAMS, AND HEALTH CONFERENCES AND EVENTS. THESE PROGRAMS TARGET MEN AT RISK OF POOR HEALTH STATUS. THE PROGRAMS TARGET UNINSURED OR UNDERINSURED MEN WITHOUT A PRIMARY CARE PHYSICIAN OR KNOWLEDGE OF RECOMMENDED PREVENTIVE HEALTH CARE SERVICES. WOMEN'S HEALTH CONFERENCES PSMC HELD ITS 5TH ANNUAL WOMEN'S HEALTH CONFERENCE ON MAY 17, 2014 THAT PROVIDED SCREENINGS FOR GLUCOSE AND CHOLESTEROL, BLOOD PRESSURE, BMI, ZUMBA, SPEAKERS AND FELLOWSHIP FOR MORE THAN 300 ATTENDEES. THIS YEAR'S THEME WAS "STROKE IS NO JOKE", WHICH STRESSED THE SERIOUSNESS OF THE FACT THAT MORE THAN 795,000 PEOPLE HAVE STROKES EACH YEAR, AND STROKE IS THE 4TH LEADING CAUSE OF DEATH IN GEORGIA. THE HEALTH CONFERENCE PROGRAMS PROVIDE OUTREACH, HEALTH SCREENINGS, EDUCATIONAL PROGRAMS, AND HEALTH CONFERENCES AND EVENTS. THESE PROGRAMS TARGET WOMEN AT RISK OF POOR HEALTH STATUS. THE PROGRAMS TARGET UNINSURED OR UNDERINSURED WOMEN WITHOUT A PRIMARY CARE PHYSICIAN OR KNOWLEDGE OF RECOMMENDED PREVENTIVE HEALTH CARE SERVICES. B.HEALTH CARE SUPPORT SERVICES INDIGENT FINANCIAL ASSISTANCE PATIENTS WHOSE INCOME IS BELOW 125% OF THE FEDERAL POVERTY LEVELS ARE CLASSIFIED AS INDIGENT AND RECEIVE CARE AT NO COST. CHARITY FINANCIAL ASSISTANCE PATIENTS WHOSE INCOME LEVEL IS BETWEEN 126% - 200% OF THE FEDERAL POVERTY LEVELS WILL BE CLASSIFIED AS CHARITY. THESE PATIENTS WILL BE RESPONSIBLE FOR A PERCENTAGE OF THE HOSPITAL CHARGES. THIS PERCENTAGE WILL BE BASED ON CALCULATIONS USING THE FEDERAL POVERTY LEVELS THAT ARE PUBLISHED IN THE "FEDERAL REGISTER" EACH YEAR. IF IT IS DETERMINED THE PATIENT RESPONSIBILITY WILL BE AN UNDUE HARDSHIP ON THE PATIENT/GUARANTOR, THESE CASES WILL BE REVIEWED ON AN INDIVIDUAL BASIS WITH THE PHOEBE CARES SUPERVISOR FOR POSSIBLE CATASTROPHIC CHARITY BASED ON SLIDING SCALE GUIDELINES. CATASTROPHIC FINANCIAL ASSISTANCE PATIENTS WHOSE INCOME EXCEEDS 200% OF THE FEDERAL POVERTY LEVELS AND WHOSE HOSPITAL CHARGES EXCEED 25% OF THEIR ANNUAL INCOME, RESULTING IN EXCESSIVE HARDSHIP, ARE ELIGIBLE FOR A DISCOUNT UP TO 75% OF THE PATIENT BALANCE. THE PATIENT MAY PAY THE REMAINING BALANCE OVER 24 MONTHS. II.HEALTH PROFESSIONS EDUCATION PSMC RECOGNIZES THAT TO CONTINUOUSLY IMPROVE THE ORGANIZATION'S LONG-TERM VALUE TO OUR COMMUNITY AND OUR CUSTOMERS, TO ENCOURAGE LIFE-LONG LEARNING AMONG EMPLOYEES AND TO ACHIEVE A WORLD-CLASS EMPLOYER STATUS, IT IS IN THE ORGANIZATION'S BEST INTEREST TO PROVIDE OPPORTUNITIES THAT WILL ASSIST ELIGIBLE EMPLOYEES IN PURSUING FORMAL, HEALTHCARE RELATED EDUCATIONAL OPPORTUNITIES. IN FISCAL YEAR 2014, PSMC PROVIDED 66,648 IN CLINICAL SUPERVISION AND TRAINING OF NURSING STUDENTS. APPROXIMATELY 77 STUDENTS RECEIVED CLINICAL INSTRUCTION FROM OUR FACILITY. III.SUBSIDIZED HEALTH SERVICES A.HOSPITAL OUTPATIENT SERVICES PHOEBE SUMTER SPECIALTY CLINICS INTERNAL MEDICINE PROVIDES PRIMARY AND CONSULTATIVE MEDICAL CARE OF ADULTS, WITH EMPHASIS ON DIAGNOSIS, PREVENTIVE HEALTH AND CONTINUITY OF CARE IN BOTH OUTPATIENT AND INPATIENT SETTINGS. IN 2014, THESE CLINICS OPERATED AT A NET LOSS OF 95,598. PHOEBE SUMTER EMERGENCY CENTER, THE BEST EQUIPPED IN ITS PRIMARY SERVICE AREA, OPERATED AT A NET LOSS OF 1,063. SUMTER SURGERY CLINIC, THE ONLY PROVIDER OF GENERAL SURGERY IN THE REGION, OPERATED AT A LOSS OF 409,066. PHOEBE SUMTER ORTHOPEDIC IS THE ONLY PROVIDER OF ORTHOPEDIC SERVICES IN THE PSMC'S SERVICE AREA. IT OPERATED AT A LOSS OF 247,968. IV.COMMUNITY BUILDING ACTIVITY A.ECONOMIC DEVELOPMENT IN 2014, PSMC CONTRIBUTED IN-KIND SUPPORT OF 1,500 TO HOST A SIGN-UP FAIR FOR THE AFFORDABLE CARE ACT. V.COMMUNITY BENEFIT OPERATIONS PSMC INCURRED 20,313 IN SUPPORT STAFF COSTS TO SUPPORT ITS COMMUNITY BENEFIT EFFORTS. true true false false false false false false false JOEL WERNICK BD MEMBER/PPHS CEO 789660 6868 987888 15771 1800187 JOE AUSTIN BD MEMBER/PPHS COO 464774 11547 96697 18592 591610 KERRY LOUDERMILK BD MEMBER/PPHS CFO 415992 42500 10251 122531 18906 610180 KEITH PETERSEN CEO 168606 11739 3623 10835 194803 LAURIE HAIR CFO/INTERIM CEO 120501 6000 9138 15210 150849 TIM TROTTIER REGIONAL OPERATIONS 232951 68418 5100 20511 326980 DARRYL HAWKINS PHARMACY DIRECTOR 137156 244 14405 8365 160170 LORI PAYNE PHARMACIST 129492 2711 19436 151639 SCHEDULE J, PAGE 1, PART I, LINE 3 NONE OF THE INDIVIDUAL BOARD MEMBERS OR OFFICERS ARE COMPENSATED BY THE FILING ORGANIZATION AND THE ORGANIZATION MUST RELY ON THE METHODS EMPLOYED BY THE RELATED ORGANIZATION, PHOEBE PUTNEY HEALTH SYSTEMS, INC. (PPHS), TO DETERMINE REASONABLE COMPENSATION FOR THE INDIVIDUALS. SCHEDULE J, PAGE 1, PART I, LINE 4 JOEL WERNICK 0 930,735 0 JOE AUSTIN 0 79,900 0 KERRY LOUDERMILK 0 76,500 0 TIM TROTTIER 66,426 0 0 SCHEDULE J, PART III PART I, LINE 4 - DEFERRED COMPENSATION PLAN 457(B) THE DEFERRED COMPENSATION PLAN IS AN ADDITIONAL RETIREMENT PLAN OFFERED THROUGH PHOEBE PUTNEY. THE 457(B) PLAN IS A NON-QUALIFIED RETIREMENT PLAN THAT ALLOWS ONE TO DEFER ADDITIONAL DOLLARS TOWARDS RETIREMENT. HIGHLIGHTS INCLUDE: O NOT LIMITED BY THE AMOUNTS DEFERRED INTO THE PHOEBE 403(B) O PLAN IS SUBJECT TO ANNUAL DEFERRAL LIMITS SET BY THE IRS O PER IRS REGULATIONS, EACH PARTICIPANT IS A GENERAL UNSECURED CREDITOR OF THE PLAN SPONSOR, CREATING A RISK OF FORFEITURE SENIOR VICE PRESIDENTS AND ABOVE AND PHYSICIANS MAKING OVER 115,000 ARE ELIGIBLE TO PARTICIPATE IN THE 457(B) PLAN. SCHEDULE J, PART II, COLUMN B(II) CERTAIN EXECUTIVE OFFICERS AND PHYSICIANS ARE ELIGIBLE FOR BONUS/INCENTIVE PAYMENTS. THESE PAYMENTS ARE RELIANT ON VARIOUS ORGANIZATIONAL AND PERSONAL GOALS ESTABLISHED BY A FORMAL PROCESS TO RECOGNIZE PERFORMANCE, AND TO OPERATE IN KEEPING WITH THE ORGANIZATION'S OBLIGATIONS AS A TAX-EXEMPT CHARITABLE ORGANIZATION. SCHEDULE J, PART II, COLUMN C A SUBSTANTIAL PORTION OF THE AMOUNT REPORTED IN COLUMN C OF SCHEDULE J, PART II (RETIREMENT AND OTHER DEFERRED COMPENSATION) FOR EMPLOYEES IDENTIFIED IN PART I, LINE 4 IS A SUPPLEMENTAL EXECUTIVE RETIREMENT PROGRAM. THE PURPOSE OF THE PLAN IS TO PROVIDE A RETIREMENT BENEFIT FOR AFFECTED EXECUTIVES CONSISTENT WITH THE BENEFIT AVAILABLE TO EMPLOYEES NOT IMPACTED BY IRS COMPENSATION LIMITS ON DEFINED BENEFIT PLANS. THE AMOUNTS REPORTED AS SUPPLEMENTAL EXECUTIVE RETIREMENT COMPENSATION FOR AFFECTED EMPLOYEES REPRESENTS CREDITED, BUT NOT VESTED, RETIREMENT BENEFITS AND IS AVAILABLE IN FUTURE PERIODS TO THE EMPLOYEE SUBJECT TO CONTINUING EMPLOYMENT. THE HEALTH SYSTEM MAINTAINS OWNERSHIP OF THE FUNDS ALLOCATED TO THE PARTICIPANT. PRIOR TO NORMAL RETIREMENT AGE, THE HEALTH SYSTEM RETAINS AT LEAST THREE YEARS OF DEPOSITS WHICH ARE SUBJECT TO CONTINUING EMPLOYMENT FOR THE PARTICIPANT TO RECEIVE THE FUNDS. THIS PLAN IS A DEFINED CONTRIBUTION ACCOUNT BASED AND PARTICIPANT DIRECTED INVESTMENT PROGRAM THAT IS EMPLOYER FUNDED. FORM 990, PAGE 6, PART VI, LINE 6 THE SOLE MEMBER OF PHOEBE SUMTER MEDICAL CENTER, INC. SHALL BE PHOEBE PUTNEY HEALTH SYSTEM, INC. (PPHS). FORM 990, PAGE 6, PART VI, LINE 7A THE BOARD OF DIRECTORS OF PPHS, THE PARENT ORGANIZATION, SHALL APPOINT ALL DIRECTORS OF THE FILING ORGANIZATION. FORM 990, PAGE 6, PART VI, LINE 7B THE SOLE MEMBER, PPHS, SHALL HAVE THE FOLLOWING RESPONSIBILITIES: - THE MEMBER SHALL SELECT OR REMOVE THE ORGANIZATION'S OFFICERS. - THE MEMBER SHALL APPROVE ALL AMENDMENTS TO THE ORGANIZATION'S ARTICLES OF INCORPORATION AND BYLAWS BEFORE THEY MAY BECOME EFFECTIVE. - THE MEMBER SHALL APPROVE ANY ANNUAL OPERATING OR CAPITAL BUDGETS. - THE MEMBER SHALL APPOINT OR REMOVE THE INDEPENDENT AUDITORS. FORM 990, PAGE 6, PART VI, LINE 11B THE INDEPENDENT ACCOUNTING FIRM THAT PREPARES THE FORM 990 (BASED UPON INFORMATION PROVIDED BY THE ORGANIZATION) PROVIDES A COMPLETE COPY OF THE RETURN WITH APPLICABLE SCHEDULES TO BE REVIEWED BY MANAGEMENT. MANAGEMENT PERFORMS A DETAILED REVIEW WHICH CONSISTS OF REVIEWING THE FINANCIAL DATA, THE NARRATIVES DISCLOSED, AND OTHER FACTS PRESENTED ON THE RETURN. UPON REVIEW, THE FORM 990 IS THEN FORWARDED TO THE FINANCE COMMITTEE FOR THEIR REVIEW, TO GAIN THEIR COMMENTS AND APPROVAL. UPON APPROVAL FROM THE FINANCE COMMITTEE, THE FORM 990 AND RELATED SCHEDULES ARE PROVIDED TO ALL BOARD MEMBERS FOR REVIEW AND FEEDBACK. ONCE THE FORM 990 IS REVIEWED BY ALL APPLICABLE PARTIES, A COPY OF THE FINAL VERSION IS PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PAGE 6, PART VI, LINE 12C ON AN ANNUAL BASIS, PHOEBE SUMTER MEDICAL CENTER, INC. (PSMC) BOARD MEMBERS AS WELL AS ALL OFFICERS COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE. THIS QUESTIONNAIRE IS ADMINISTERED BY THE PHOEBE PUTNEY HEALTH SYSTEM (PPHS) COMPLIANCE DEPARTMENT AND THE DOCUMENT ASKS EACH INDIVIDUAL TO DISCLOSE ANY PERSONAL, BUSINESS, OR OTHER AFFILIATIONS AND MONETARY AMOUNT IF APPLICABLE THAT THEY OR THEIR IMMEDIATE FAMILY MEMBERS HAVE HAD WITHIN THE PAST 12 MONTHS WITH PSMC OR ANY RELATED ENTITIES. ALL RESPONSES ARE THEN EVALUATED BY THE PPHS COMPLIANCE DEPARTMENT. IN THE CASE OF AN EXISTING CONFLICT, THE INDIVIDUAL WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL TO SUCH TRANSACTIONS. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION MAKES AVAILABLE TO THE PUBLIC ITS CONFLICT OF INTEREST AND AUDITED FINANCIAL STATEMENTS ON THE ORGANIZATION'S WEBSITE, BY PROVIDING COPIES UPON REQUEST, AND BY INSPECTION AT THE ADMINISTRATIVE OFFICES OF THE ORGANIZATION. FORM 990, PART IX, LINE 11G PURCHASED SERVICES 6,373,418 2,326,151 0 PHYSICIAN FEES 5,663,318 0 0 CONTRACT LABOR 248,542 52,000 0 CONSULTANT FEES 0 8,727 0 FORM 990, PART XI, LINE 9 RENTAL EXPENSES 30,100 RENTAL EXPENSES -30,100 FORM 990, PART XI, LINE 9 INTEREST IN NET ASSETS OF SUMTER FOUNDATION 30,330 NET DECREASE IN NET ASSETS 30,330 PHOEBE PUTNEY HEALTH SYSTEMS INC PO BOX 3770 ALBANY GA 317063770 582001014 HEALTHCARE GA 501C3 11C NA false PHOEBE PHYSICIAN GROUP INC PO BOX 3770 ALBANY GA 317063770 263792403 HEALTHCARE GA 501C3 9 PPHS false SUMTER REGIONAL HOSPITAL FOUNDATION INC 126 HIGHWAY 280 WEST AMERICUS GA 317198645 581607727 FOUNDATION GA 501C3 11A NA false PHOEBE PUTNEY MEMORIAL HOSPITAL INC PO BOX 3770 ALBANY GA 317063770 581928247 HEALTHCARE GA 501C3 3 PPHS false PHOEBE WORTH MEDICAL CENTER INC PO BOX 545 SYLVESTER GA 317910545 383647394 HEALTHCARE GA 501C3 3 PPHS false SOUTH GEORGIA SHARED SERVICES INC 417 WEST THIRD AVENUE ALBANY GA 317011943 462746977 COOPERATIV GA 501C3 3 PPHS false PHOEBE FOUNDATION INC PO BOX 3770 ALBANY GA 317063770 581847104 FOUNDATION GA 501C3 11A PPHS false PHOEBE PUTNEY HEALTH VENTURES INC PO BOX 3770 ALBANY GA 317063770 581963401 HEALTHCARE GA N/A false PHOEBE DORMINY MEDICAL CENTER INC PO BOX 3770 ALBANY GA 317063770 452041878 HEALTHCARE GA N/A false false false false false true false false false false false false false true false true true true false false SCHEDULE R PHOEBE DORMINY MEDICAL CENTER'S TAX-EXEMPT STATUS WAS REVOKED ON DECEMBER 15, 2013. THE ORGANIZATION IS CURRENTLY IN THE PROCESS OF REINSTATING THEIR TAX-EXEMPT STATUS. SOUTH GEORGIA SHARED SERVICES, INC. HAS APPLIED FOR RECOGNITION OF EXEMPTION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE APPLICATION IS STILL PENDING.