2015-05-14T14:13:28-05:00 2014-06-30 861065772 Deloitte Tax LLP 250 East Fifth Street Suite 1900 Cincinnati OH 45202 990 2013-07-01 431284526 St Mary's Medical Center STMA 8162285900 210 West RD Mize Road Blue Springs MO 64014 Steve Cleary Director of Taxation 8166424400 2015-05-14 1 Cody Cain P00902498 5137847100 2013 2016-02-25 16:41:14Z Steve Cleary 1000 Carondelet Dr Kansas City MO 64114 67965197 0 0928 X www.carondelethealth.org X 1983 MO 146-bed medical center offering a full array of acute care, outpatient and extended care services. 3 0 543 145 -325 -325 70425 57700 75271542 65743491 1141325 399652 1000656 1002786 77483948 67203629 0 0 0 0 31859528 29542802 0 0 0 44716491 39786292 76576019 69329094 907929 -2125465 69802289 54398905 28831878 15990250 40970411 38408655 X St. Mary's Medical Center (SMMC) is a Catholic organization dedicated to the healing ministry of Jesus Christ. Our commitment to human dignity compels us to provide compassionate, quality health care for the body, mind and spirit, with special concern for the poor. We are responsible stewards serving the needs of all people from conception to death. At St. Mary's Medical Center we are committed to providing our patients with the best care possible, in a safe & compassionate environment. 0 0 14680869 12773356 Medical inpatient services encompass 2,123 patient admissions and 8,518 patient days. St. Mary's Medical Center provides diagnostic services and high quality care to patients admitted with a wide range of diagnosis. Services includes radiology disciplines such as MRI, CT-Scans, and Ultrasound as well as laboratory tests, respiratory procedures, therapy treatments, pharmacy services and bedside nursing care. 16989990 13689678 Surgical Services include 782 inpatient admissions,3,762 patient days and 394 outpatient surgeries. St. Mary's Medical Center offers a wide range of both invasive and non-invasive surgical procedures and is equipped with the latest diagnostic and surgical equipment operated by our highly qualified nursing staff and physicians. Our medical center embraces major disciplines of care ranging from minimally invasive procedures to complex multi-disciplinary surgical interventions. We offer a wide range of outpatient and inpatient surgical interventions including vascular surgery, surgical management of breast disease, surgical oncology, orthopedic surgery, gynecological surgery, and ENT procedures. 7125426 8552399 Emergency services include 20,833 patient visits in the 24-hour emergency department. These patients are diagnosed, treated and discharged by our highly qualified clinicians and emergency physicians. 15351055 30728058 All other program services include Cardiology, Orthopedics, Neurology, Oncology, Rehab services, Women's Services, Radiology, Sleep Lab, Pain Center, Wound Care and other outpatient areas. These services represent 1,195 inpatient admissions with 5,082 patient days and 25,852 outpatient visits. 15351055 30728058 54147340 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 42 0 1 543 1 1 1 0 0 0 0 0 0 0 0 0 X 3 0 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X Steve Cleary 8169424400 1000 Carondelet Drive Kansas City MO 64114 X Fleury Yelvington CEO/President-CH 2.00 46.00 X X 0 1170800 37924 Steve Cleary Board Member/CFO-CH 2.00 46.00 X X 0 349261 37977 Annette Small Board Member/CEO-SMMC 2.00 44.00 X X 0 214961 37772 Bryan Hughes MD Ex-officio 2.00 0.00 X 0 0 0 Adam Kramer DO Ex-officio 2.00 0.00 X 0 0 0 Vicki Elmore Assistant Secretary 2.00 2.00 X 0 0 0 Christopher Hughes Nurse Resource Manager 40.00 0.00 X 149964 0 32477 Carol Bailey Pharmacist 40.00 0.00 X 144491 0 16439 Thomas Mammen Pharmacist 40.00 0.00 X 145844 0 33067 Edwin Hodges Pharmacist 40.00 0.00 X 143307 0 13686 Alan Greenwood Surgery Director 40.00 0.00 X 138187 0 30860 721793 1735022 240202 17 0 1 0 Anesthesia Svcs of Blue Springs 1209-B NW N Ridge Dr Blue Ridge MO 64015 Physician Services 1693434 TriMedx LLC 6325 Digital Way Suite 400 Indianapolis IN 46278 Bio-Med Services 1673643 Physicians Reference Lab LLC PO Box 802262 Kansas City MO 64180 Lab Services 1609354 Aramark PO Box 651009 Charlotte NC 28265 Enviromental and Food Services 1157474 GI Coverage 206 NW Mock Suite 100 Blue Springs MO 64014 Physician Services 365000 17 57700 57700 Medicare/Medicaid 621990 38949656 38949656 Patient Revenue 621990 25481558 25481558 Medicaid Incentive 621990 1312277 1312277 65743491 399082 399082 748995 689904 59091 59091 59091 570 0 570 570 570 115103 71664 43439 43439 Income from Subsidiary 621990 625943 625943 Surgical Center 621990 138499 138499 Dietary Instruction 621990 62355 62355 73459 -325 73784 900256 67203629 65743491 -325 1402763 X 24208332 21827959 2380373 264481 238475 26006 3314340 2988445 325895 1755649 1587517 168132 11015 11015 7043847 6865307 178540 56377 56377 2509444 2412911 96533 5760 5760 2039555 1374432 665123 18118 16606 1512 60229 45751 14478 528787 528787 2407628 2313606 94022 142835 142835 Corporate Allocation 10124285 198608 9925677 Medical Supplies 8151018 7837467 313551 MO State Assess Fee 4636282 4636282 Purchased Services 1413299 494539 918760 637813 637813 69329094 54147340 15181754 0 405710 466202 8822394 7610984 1312111 1157419 380844 327343 56333594 22110048 36295490 34223546 22585740 10613411 69802289 54398905 13084044 2026886 15747834 13963364 28831878 15990250 X 40970411 38408655 40970411 38408655 69802289 54398905 X -2125465 811573 -1247864 X 0 1 X 1 0 X 0 0 0 0 0 0 0 0 1 11015 11015 0 Part II-B, Line 1: Lobbying expenses represent the portions of dues paid to national and state hospitlal associations that are specifically allocable to lobbying. St. Mary's Medical Center does not participate in or intervene in (including the publishing or distributing of statements) any political campaign on behalf of (or in opposition to) any candidate for public office. 4400000 4400000 34865758 11963608 22902150 16241984 9418522 6823462 825852 727918 97934 34223546 Interest in Investments held by Ascension Health Alliance 6924463 Miscellaneous Long-Term Assets 3153307 Under Bond Indenture 439340 Other Receivables 58751 Estimated Third Party 37550 10613411 Intercompany Debt with Ascension Health Alliance 12985469 Other Long-Term Debt 412475 Self Insurance Liability 565420 13963364 X Part X, Line 2: From the consolidated audited financial statements of Ascension Health Alliance and its member organizations ("The System") which include the activity of St. Mary's Medical Center.: The System accounts for uncertainty in income tax provisions by applying a recognition threshold and measurement attribute for financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. The System has determined that no material unrecognized tax benefits or liabilities exist as of June 30, 2014. 1 1 1 X 1 X 1 1 1 0 1 1 1693903 1693903 0.02440 8857111 7044135 1812976 0.02620 10551014 7044135 3506879 0.05060 10 924 105085 18194 86891 0.00130 1627890 778152 849738 0.01230 1 146 213523 148743 64780 0.00090 2 48191 48191 0.00070 13 1070 1994689 945089 1049600 0.01520 13 1070 12545703 7989224 4556479 0.06580 8990 8990 0.00010 8990 8990 0.00010 0 10081736 0 31474585 37060577 -5585992 X 1 1 1 1 St Mary's Mecial Center 201 West RD Mize Rd Blue Springs MO 64014 www.carondelethealth.org 15344711 X X X X St Mary's Medical Center 1 1 X X X X X X X X X 12 1 0 1 X See Part V, Section C, Supplemental Info. X X X X 0 0 1 1 200.000000000000 1 300.000000000000 1 X X X X 1 1 X X X 1 0 X X X X 1 X 0 0 St. Mary's Medical Center Part V, Section B, Line 3: Interviews with key stakeholders within Jackson County, MO were conducted between January and February 2013. Attachment A of CHNA lists the names, titles and organizations of those participating in the 30-minute interviews. In total, 50 interviews were completed. Physicians from the St. Mary's Medical Executive Committee and members of the St. Mary's Patient Advisory Committee also participated in this research by providing feedback on the consumer health needs in Jackson County.The individuals who participated in the community stakeholders' interviews represent the broad interests of the community served by St. Mary's Medical Center and included members of organizations serving low-income, minority populations and populations with chronic disease needs. Representatives from the three public health departments serving Jackson County, MO were also included in this research. These community leaders assisted our hospital in ranking the health needs that were determined to be a priority in the community. For a full list of organizations represented by the community stakeholders, reference Appendix A of CHNA. For a copy of the key stakeholder interview guide, including a ranking worksheet of top priorities in Jackson County, MO, reference Appendix B of CHNA. St. Mary's Medical Center Part V, Section B, Line 5d: The community health needs assessment ("CHNA") of the hospital facility can be located at the following web address:http://www.stmaryskc.com/media/stmaryskc/documents/St%20%20Mary's%20Medical%20Center%20Community%20Health%20Needs%20Assessment.pdf St. Mary's Medical Center Part V, Section B, Line 7: Needs Not Being Addressed as a Priority:- Access to Healthcare: This need will not be addressed as a priority. Our mission is to improve the health and lives of our patients and community. We take great pride in putting our patients first and that is the reason we have our charity and financial assistance programs available to offer assistance. St. Mary's also works with the Shared Free Clinic and several Stand Up! Blue Springs projects that provide dental care for children. However, due to resource restraints there are other organizations, some non-hospital settings, more equipped to deal with this issue. There are various community organizations and program addressing this need. - Addiction/Substance Abuse: This need will not be addressed as a priority. St. Mary's does not have a behavioral health program but collaborates with many organizations that focus on addiction and/or substance abuse to ensure our patients have continuity of care in the appropriate setting. This need is being addressed by a variety of organizations in Jackson County and throughout the Kansas City area. - Infectious Diseases: This need will not be addressed as a priority. Jackson County Health Department manages this issue.- Maternal, Infant and Child Health: This is a need we were addressing until the close of our Birthing Center in July of 2013. This is not a need we will be addressing going forward. Pregnant women in Jackson County are significantly more likely to receive no or inadequate prenatal care when compared to the statewide average; the percentage of low birth weight infants and infant mortality rates in Jackson county are also significantly higher. Teenage pregnancy is still very taboo and an issue in the community.St. Mary's Medical Center was awarded The Mader Family Foundation grant and created the St. Mary's Healthy Beginnings Program to address these issues. The St. Mary's Medical Center Foundation, with the support of local community agencies, made it possible to offer a unique prenatal program free of charge. Healthy Beginnings was for young mothers who were socially at risk. That included those who were on Medicaid, teens and those dealing with other social situations that could benefit from additional support. Members of this group received three to five individual visits with an RN for one-on-one education. Participants also receive a free car seat, childbirth classes, a breast pump, a breast-feeding class, prenatal education, referral to community resources (WIC, Healthy Families and Hope House), infant and maternity clothing, and much more. With the close of the Birthing Center, it was very important to keep the intent of the grant intact. The remaining $16,000 was given to Children's Mercy East, the Boy Scouts (obesity program) and the Rainbow Center to support children in Eastern Jackson County.- Mental Health and Mental Disorders: This need will not be addressed as a priority. St. Mary's does not have a behavioral health program and lacks the resources needed to combat this monumental problem. We do, however, collaborate with many organizations that focus on mental health to ensure our patients have continuity of care in the appropriate setting. This need is being addressed by a variety of organizations in Jackson County and throughout the Kansas City area.- Violence Prevention: This need will not be addressed as a priority. St. Mary's has an ongoing relationship with Hope House and helps promote awareness among our patients and employees to ensure they are receiving the care and support they need. However, there are other organizations in the community better served to address this need. St. Mary's Medical Center Part V, Section B, Line 20d: For cases that apply for our charity care program, upon receipt of a completed application, collection activity will cease until a determination has been made. For presumptive charity cases (cases where an application is not necessarily completed), collection activity may continue while the due diligence is being completed or until the patient's account is reviewed. Additionally, for all patients identified as full charity care patients, Carondelet Health:- Will not place a lien on a charity care patient's primary residence or include the primary residence in the asset calculation unless the value of the property clearly indicates an ability to assume the financial obligation and subject to senior management approval.- Will not execute a lien or force the sale or foreclosure of a charity care patient's primary residence/property to pay for an outstanding medical bill.- Will not use forced court appearance to require the charity care patient or responsible party to appear in court.- Will not garnish wages.Hospital charity policy has a yearly maximum to be charged for medical care for catastrophic medical cases where patient/guarantor medical bills exceed 20% of their gross income plus assets for the year.Uninsured Patient Discount Eligibility Criteria: An uninsured patient who does not qualify as financially or medically indigent shall receive a discount. Effective 7/1/10, the uninsured discount will be 30%.Prompt Pay: Prompt payment discounts are extended to all self-pay balances in return for immediate payment of patient/guarantor's. The prompt pay discount provides patients with balances due an alternative method of payment, as well as expedites the resolution of self-pay receivables. A prompt pay discount of 10% of charges is applicable for patients who meet the terms as stated in Carondelet Health Business Office Discretionary Discount Policy. Part I, Line 6a: The annual community benefit report is completed for Carondelet Health, the parent organization for St. Mary's Medical Center. Part I, Line 7: The cost of providing charity care, means tested government programs, and community benefit programs is estimated using internal cost data, and is calculated in compliance with Catholic Health Association ("CHA") guidelines. The organization uses a costing accounting system that addresses all patient segments (for example, inpatient, outpatient, emergency room, private insurance, Medicaid, Medicare, uninsured, or self pay). The best available data was used to calculate the amounts reported in the table. For the information in the table, a cost-to-charge ratio were calculated and applied. Part I, Line 7g: St. Mary's Medical Center provides several clinical services that result in a financial loss. These services include Nursery Intensive Care Unit (NICU), Cardiac Rehab and the Obstetric/Newborn program. These services are hospital programs and do not include physician clinic services. Part II, Community Building Activities: Carondelet Health provided the following community building activities in Fiscal year 2013:- Support Groups at both St. Joseph & St. Mary's Medical Centers offer information and comfort in a supportive environment to people in the community. These include support for bereavement, Alzheimer's, stroke, breast cancer, cardiac rehab and diabetes. - Employees of Carondelet Health participated in community coalitions to address health and safety issues. St. Mary's Medical Center was actively involved in the national Let's Move initiative to address childhood obesity by participating in community sponsored physical fitness activities. - Efforts to improve public health resulted in St. Joseph Medical Center hosting a legislative update on healthcare issues to allow community leaders an opportunity to learn about healthcare issues potentially impacting their community. - Employees also participated in the Kansas City area Cover the Uninsured Coalition to improve access to health care for metro-area residents without insurance coverage. - St. Joseph Medical Center sponsored a Stroke Consortium to educate the community on the signs and dangers of strokes and participated in the BiState Stroke Consortium.- Activities also included participation in community organizations such as local Chamber of Commerce to address health/safety issues. Part III, Line 4: From the consolidated audited financial statements of Ascension Health Alliance (which includes the activity of St. Mary's Medical Center):The provision for doubtful accounts is based upon management's assessment of expected net collections considering economic conditions, historical experience, trends in healthcare coverage, and other collection indicators. Periodically throughout the year, management assesses the adequacy of the allowance for doubtful accounts based upon historical write-off experience by payor category, including those amounts not covered by insurance. The results of this review are then used to make any modifications to the provision for doubtful accounts to establish an appropriate allowance for doubtful accounts. After satisfaction of amounts due from insurance and reasonable efforts to collect from the patient have been exhausted, the System follows established guidelines for placing certain past-due patient balances with collection agencies, subject to the terms of certain restrictions on collection efforts as determined by the System. Accounts receivable are written off after collection efforts have been followed in accordance with the System's policies. Part III, Line 8: Ascension Health and related health ministries follow the Catholic Health Association ("CHA") guidelines for determining community benefit. CHA community benefit reporting guidelines suggest that Medicare shortfall is not treated as community benefit. Part III, Line 9b: The organization has a written debt collection policy that also includes a provision on the collection practices to be followed for patients who are known to qualify for charity care or financial assistance. If a patient qualifies for charity or financial assistance certain collection practices do not apply. Part VI, Line 2: The health care needs of our community are assessed every year by the Mid-America Regional Council. The assessment is based on data collected through surveys of safety net clinics and information provided by the Missouri and Kansas Hospital Associations and public health records. A committee comprised of representatives from medical data to develop recommendations for improving access to health care in the community. Carondelet Health implemented a new process that will comply with the Patient Protection and Affordable Care Act of 2010 requirement for a community health needs assessment including both qualitative and quantitative research. Part VI, Line 3: For uninsured patients, at time of service, we interview the patient looking for "found" insurance (Medicaid, Cobra, automobile insurance or local government programs). If no insurance coverage is discovered, we discuss payment arrangements and the hospital's financial assistance/charity programs. After time of service, when patients contact the business office regarding their patient care liability and the patients indicate a financial hardship in making payment, we discuss payment arrangements and the hospital's financial assistance/charity program. Part VI, Line 4: Carondelet Health is comprised of two acute care hospitals, St. Joseph Medical Center and St. Mary's Medical Center, along with Carondelet Home Care Services, a home health agency. Carondelet Health primarily serves the southern and eastern areas of metropolitan Kansas City, which comprise approximately two-thirds of the entire Kansas City population or 2.4 million people. 13.8% of households live at or below federal poverty guidelines, and uninsured and underinsured persons represent 25% of the population. 22% of the population are minority and 7% speak a language other than English, predominantly Spanish. Part VI, Line 5: Carondelet Health's board is comprised of individuals from throughout the community. Medical staff privileges are extended to all physicians who apply and meet qualifications.Carondelet Health provides a wide variety of resources to help improve the health of the community. Our Web site provides a free comprehensive health library with information on general wellness and specific health conditions, along with additional direct links to other health care support organizations. Meeting space is offered on the campuses of St. Joseph and St. Mary's Medical Centers for use by community groups. A wide range of support groups provide counseling for patients and their families coping with health concerns. In addition, Carondelet Health's community outreach efforts provide health and wellness resources that otherwise may be unavailable to many community members, including free health screenings and health educational materials. Part VI, Line 6: Carondelet Health is a member of Ascension Health.Ascension Health Alliance, d/b/a Ascension (Ascension), is a Missouri nonprofit corporation formed on September 13, 2011. Ascension is the sole corporate member and parent organization of Ascension Health, a Catholic national health system consisting primarily of nonprofit corporations that own and operate local healthcare facilities, or Health Ministries, located in 23 of the United States and the District of Columbia.SPONSORSHIPAscension is sponsored by Ascension Sponsor, a Public Juridic Person. The Participating Entities of Ascension Sponsor are the Daughters of Charity of St. Vincent de Paul, St. Louise Province; the Congregation of St. Joseph; the Congregation of the Sisters of St. Joseph of Carondelet; the Congregation of Alexian Brothers of the Immaculate Conception Province, Inc. American Province; and the Sisters of the Sorrowful Mother of the Third Order of St. Francis of Assisi US/Caribbean Province. As more fully described in the Organizational Changes note, Marian Health System, which was previously sponsored by the Sisters of the Sorrowful Mother of the Third Order of St. Francis of Assisi US/Caribbean Province, became part of Ascension Health on April 1, 2013.MISSIONThe System directs its governance and management activities toward strong, vibrant, Catholic Health Ministries united in service and healing, and dedicates its resources to spiritually centered care which sustains and improves the health of the individuals and communities it serves. In accordance with the System's mission of service to those persons living in poverty and other vulnerable persons, each Health Ministry accepts patients regardless of their ability to pay. The System uses four categories to identify the resources utilized for the care of persons living in poverty and community benefit programs:- Traditional charity care includes the cost of services provided to persons who cannot afford healthcare because of inadequate resources and/or who are uninsured or underinsured.- Unpaid cost of public programs, excluding Medicare, represents the unpaid cost of services provided to persons covered by public programs for persons living in poverty and other vulnerable persons.- Cost of other programs for persons living in poverty and other vulnerable persons includes unreimbursed costs of programs intentionally designed to serve the persons living in poverty and other vulnerable persons of the community, including substance abusers, the homeless, victims of child abuse, and persons with acquired immune deficiency syndrome.- Community benefit consists of the unreimbursed costs of community benefit programs and services for the general community, not solely for the persons living in poverty, including health promotion and education, health clinics and screenings, and medical research.Discounts are provided to all uninsured patients, including those with the means to pay. Discounts provided to those patients who did not qualify for assistance under charity care guidelines are not included in the cost of providing care of persons living in poverty and other community benefit programs; The cost of providing care to persons living in poverty and other community benefit programs is estimated by reducing charges forgone by a factor derived from the ratio of each entity's total operating expenses to the entity's billed charges for patient care.The amount of traditional charity care provided, determined on the basis of cost, was $580,606 and $524,605 for the years ended June 30, 2014 and 2013, respectively. Part VI, Line 7, Reports Filed With States MO Community Benefit Report Carondelet HealthFor the year ended June 30, 2014Ever since the Sisters of St. Joseph of Carondelet began treating patients in a three-story house in downtown Kansas City, the emphasis has been compassion--compassionate care that encompasses the body, mind and spirit, with a special concern for the poor.It comes in the form of a smile and gentle touch behind the technology that reaches the lives of so many patients who grace our doors. It comes also in the form of financial assistance to uninsured patients at both St. Joseph and St. Mary's Medical Centers, regardless of their employment or credit history. Whether our patients need help applying for Medicaid assistance or just more time to settle their bills with an interest-free, extended-term payment plan, Carondelet Health will be that helping hand.Our mission inspires us to be a united community where we exceed the expectations of every individual with every interaction through unwavering advocacy. Educating the public about the challenges of those lacking health insurance include joining other organizations in Cover the Uninsured Week, along with outreach resource guides in English and Spanish.OUR MISSIONCarondelet Health consists of Catholic organizations dedicated to the healing ministry of Jesus Christ. Our commitment to human dignity compels us to provide compassionate, quality healthcare for body, mind and spirit, with a special concern for the poor. We are responsible stewards serving the needs of all people from conception to death.We are united in this mission. Upholding the commitment of our founding Sisters of St. Joseph of Carondelet and the Sisters of St. Mary, we turn away no one in need. Compassionate, quality care remains the standard at all our facilities.CARING FOR OUR COMMUNITYCompassion goes beyond those financially challenged. It encompasses those who are vulnerable due to age and circumstance. Carondelet Health's facilities actively commit its resources to the communities they serve, through a wide variety of programs and services for the physical, mental, social and spiritual care of area residents:HEALTHY BEGINNINGSThe St. Joseph and St. Mary's Medical Center Foundations, with the support of local community agencies, make it possible to offer a unique prenatal program free of charge for patients who are on Medicaid, teens, or for others socially at risk, that could benefit from additional support. Members of this group receive three to five individual visits with a RN for one-on-one education. Participants also receive a free car seat, childbirth and breastfeeding classes, a breast pump and much more.HEALTHWISE SENIORSAt St. Joseph Medical Center, we recognize the special health needs of our seniors. We are committed to help the aging population in our community remain as active and independent as long as possible through a variety of programs.St. Joseph's Seniors Clinic addresses health needs of homebound seniors and residents of long-term care and assisted living facilities. The clinic provides a comfortable, convenient and ost-effective setting where seniors' needs can be assessed, diagnosed and treated by physicians. The clinic also provides free transportation for many patients. Seniors can now also take health assessments online and receive information on coping with:- Sleep disorders - Emotional health - Cognitive health- Nutritional health - Urinary incontinence - Skin issues- Fall risk.Free Wellness Services. Carondelet Health provides wellness services to nine churches in our service area and to designated low-income patients.SUPPORT GROUPSBoth medical centers offer groups for Alzheimer's, battered women, bereavement, breast cancer survivors, breastfeeding, diabetes, infant loss, Lyme disease, stroke and other areas of need.CLASSROOM SPACESpace is provided for alternative high school classes offered by the Kansas City School District. Other not-for-profit agencies are invited to host meetings and seminars in the medical centers for a nominal fee.INVOLVEMENT WITH COMMUNITY EVENTSIn addition to free blood pressure, blood sugar and prostate cancer screenings, St. Joseph and St. Mary's participate in numerous health fairs, including the annual Fall Family Health Celebration at St. Joseph and the annual community event at St. Mary's which kicks off Eastern Jackson County Family Week activities. Together the medical centers sponsor a domestic violence rally to raise awareness and support area victims. St. Joseph also coordinates a free informational seminar with the American Diabetes Association.CONTRIBUTIONS TO COMMUNITY GROUPSCarondelet Health contributes to many worthwhile organizations, including Cristo Rey High School, the American Cancer Society, the American Heart Association and Catholic Charities of Kansas City. It supports the Seton Center Family and Health Services by providing human resources, maintenance and wellness services; and funds after school programs for at-risk children at YMCAs in Kansas City and Blue Springs.CarondeletHealth.org offers the latest in health information and direct links to more than 50 health-related organizations and support groups, including.CARING FOR THE POORCharitable Losses by Carondelet Health of Kansas CityFiscal Year 2014 (July 1, 2013-June 30, 2014)Unpaid Medicaid: $1,812,976Unpaid Medicare: $5,585,992Traditional Charity: $1,693,903Community Services: $1,058,490Total: $10,151,361 0 1 0 0 0 0 0 0 0 Fleury Yelvington CEO/President-CH 0 499188 0 534508 0 137104 0 19995 0 17929 0 1208724 0 0 Steve Cleary Board Member/CFO-CH 0 301388 0 0 0 47873 0 23160 0 14817 0 387238 0 0 Annette Small Board Member/CEO-SMMC 0 197462 0 0 0 17499 0 14777 0 22995 0 252733 0 0 Christopher Hughes Nurse Resource Manager 145269 0 55 0 4640 0 12910 0 19567 0 182441 0 0 0 Carol Bailey Pharmacist 143859 0 0 0 632 0 7922 0 8517 0 160930 0 0 0 Thomas Mammen Pharmacist 131252 0 100 0 14492 0 27419 0 5648 0 178911 0 0 0 Edwin Hodges Pharmacist 117589 0 25 0 25693 0 4244 0 9442 0 156993 0 0 0 Alan Greenwood Surgery Director 136912 0 225 0 1050 0 10278 0 20582 0 169047 0 0 0 Part I, Line 3 Carondelet Health, a related organization of St. Mary's Medical Center, uses the following to establish the compensation of the organization's CEO (Annette Small): - Compensation Committee - Independent Compensation Consultant - Form 990 of Other Organizations - Compensation Survey or Study - Approval by the Board or Compensation Committee. Part I, Line 4b Eligible executives participate in a program that provides for supplemental retirement benefits. The payment of benefits under the program, if any, is entirely dependent upon the facts and circumstances under which the executive terminates employment with the organization. Benefits under the program are unfunded and non-vested. Due to the substantial risk of forfeiture provision, there is no guarantee that these executives will ever receive any benefit under the program. Any amount ultimately paid under the program to the executive is reported as compensation on Form 990, Schedule J, Part II, Column B in the year paid. There are no distributions from the supplemental nonqualified retirement plan for the current year. Form 990, Part VI, Section A, line 2 Many of the persons listed on Part VII have a "business relationship" with each other by virtue of sitting on related Carondelet Health entity boards. Form 990, Part VI, Section A, line 6 St. Mary's Medical Center has a single corporate member, Carondelet Health. Form 990, Part VI, Section A, line 7a St. Mary's Medical Center has a single corporate member, Carondelet Health, who has the ability to elect members to the governing body of the St. Mary's Medical Center. Form 990, Part VI, Section A, line 7b All decisions that have a material impact to St. Mary's Medical Center financial information or corporation as a whole are subject to approval by its sole corporate member, Carondelet Health. Form 990, Part VI, Section B, line 11 Management, including certain officers, works diligently to complete the Form 990 and attached schedules in a thorough manner. Prior to filing the return, all Board Members are provided the Form 990 and management team members are available to answer any Board Members questions. Form 990, Part VI, Section B, line 12c The organization regularly and consistently monitors and enforces compliance with the conflict of interest policy in that any director, principal officer, or member of a committee with governing board delegated powers, who has a direct or indirect financial interest, must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors and members of the committees with governing board delegated powers considering the proposed transaction or arrangement. The remaining individuals on the governing board or committee meeting will decide if conflicts of interest exist. Each director, principal officer and member of a committee with governing board delegated powers annually signs a statement which affirms such person has received a copy of the conflict of interest policy, has read and understands the policy, has agreed to comply with the policy, and understands that the organization is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish its tax-exempt purpose. Form 990, Part VI, Section B, line 15 In determining compensation of the organization's CEO (Annette Small), the process performed by Carondelet Health (a related organization) included a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision. The audit committee reviewed and approved the compensation. In the review of the compensation, the CEO was compared to other organizations in the area that hold the same title. During the review and approval of the compensation, documentation of the decision was recorded in the board minutes. Individual was not present when her compensation was decided. In determining compensation of other officers of the organization, the process included a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision. The audit committee reviewed and approved the compensation. In the review of the compensations, the other officers of the organization were compared to other organizations employees in the area that hold the same title. During the review and approval of the compensation, documentation of the decision was recorded in the board minutes. Form 990, Part VI, Section C, line 19 The organization will provide any documents open to public inspection upon request. Form 990, Part VII, Section B: The payments reported on Form 990, Part VII, Section B from TriMedx, LLC and Aramark, represent payments for both goods and services. These amounts cannot be separated. Form 990, Part IX, line 11g Purchased Medical Services: Program service expenses 1,144,274. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,144,274. TriMedx Labor: Program service expenses 932,722. Management and general expenses 0. Fundraising expenses 0. Total expenses 932,722. Medical Services: Program service expenses 3,560,061. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,560,061. Purchase Environmental Services: Program service expenses 0. Management and general expenses 84,000. Fundraising expenses 0. Total expenses 84,000. Purchase Food Services: Program service expenses 0. Management and general expenses 94,540. Fundraising expenses 0. Total expenses 94,540. Purch Medical Service Labor: Program service expenses 578,941. Management and general expenses 0. Fundraising expenses 0. Total expenses 578,941. Management Fees: Program service expenses 216,776. Management and general expenses 0. Fundraising expenses 0. Total expenses 216,776. Other Purchased Labor: Program service expenses 432,533. Management and general expenses 0. Fundraising expenses 0. Total expenses 432,533. Form 990, Part XI, line 9: Difference from Previous Year -4,925. Transfer to Sponsor -150,000. Transfers to/from Affiliates -1,410,164. Additional Min Pension Liab 317,225. Ascension Health Alliance PO Box 45998 St Louis MO 631455998 453358926 National Health system MO Section 501(c)(3) Schedule A, Line 11a N/A 0 Ascension Health PO Box 45998 St Louis MO 63145 311662309 National Health system MO Section 501(c)(3) Schedule A, Line 11a Ascension Health Alliance 0 Carondelet Health 1000 Carondelet Drive Kansas City MO 641144673 431276738 System parent MO Section 501(c)(9) Schedule A, Line 11c Ascension Health 0 Carondelet Health Corp & Affil Emp Health & Dental Care 1000 Carondelet Drive Kansas City MO 641144673 431116849 VEBA MO Section 501(c)(3) N/A Carondelet Health 1 Carondelet Home Care Services Inc 11050 Roe Suite 120 Overland Park MO 66211 431379352 Home Health Care Services MO Section 501(c)(3) Schedule A, Line 3 Carondelet Health 1 Carondelet Cardiology Services Inc 1000 Carondelet Drive Kansas City MO 641144673 271322670 Health Care MO Section 501(c)(3) Schedule A, Line 9 Carondelet Health 1 St Joseph Medical Center 1000 Carondelet Drive Kansas City MO 641144673 440546292 Health Care MO Section 501(c)(3) Schedule A, Line 3 Carondelet Health 1 St Mary's Medical Center Foundation 1000 Carondelet Drive Kansas City MO 641144673 431918107 Fundraising MO Section 501(c)(3) Schedule A, Line 11c Carondelet Health 1 St Joseph Medical Center Foundation 1000 Carondelet Drive Kansas City MO 641144673 431388461 Fundraising MO Section 501(c)(3) Schedule A, Line 11c Carondelet Health 1 South Kansas City Surgical Center LLC 10730 Nall Ste 100 Overland Park KS 66211 202181884 Health Care KS N/A Indian Creek Center Inc 1000 Carondelet Drive Kansas City MO 641144673 480956627 Management MO N/A C 0 Carondelet Management Company Inc 11050 Roe Suite 110 Overland Park KS 66211 431352545 Health Management KS N/A C 0 Carondelet Pharmacy 1000 Carondelet Drive Kansas City MO 641144673 431699329 Pharmacy MO N/A C 0 Carondelet Primary Care Network Inc 1000 Carondelet Drive Kansas City MO 641144673 431596702 Health Care MO N/A C 0 Saint Joseph Ambulatory Surgical Center LLC 1000 Carondelet Drive Kansas City MO 641144673 251905706 Health Care MO N/A C 0 Carondelet Occupational Health Wellness & Edu Serv Inc 1000 Carondelet Drive Kansas City MO 641144673 861144194 Health Care MO N/A C 0 Carondelet Physician Services 1000 Carondelet Drive Kansas City MO 64114 562661265 Health Care MO N/A C 0 Carondelet Medical Enterprises 1000 Carondelet Drive Kansas City MO 641144673 562661165 Office Admin. Services MO N/A C 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 1 1 0 Carondelet Cardiology Services Inc J 64795 Journal Entry Carondelet Health O 4339502 Journal Entry St Joseph Medical Center Q 15031248 Journal Entry Caronelet Health Q 6337274 Journal Entry Carondelet Health Corp and Affiliates Employee Health & Dental Care R 3831180 Journal Entry St Mary's Medical Center Foundation C 326526 Journal Entry