OWENSBORO HEALTH REGIONAL HOSPITAL: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
OWENSBORO HEALTH REGIONAL HOSPITAL (EIN 61-1286361)
Tax period
2013-06-01 to 2014-05-31
Filed
2014-10-15
IRS object ID
201402889349300220
Schema version
2013v3.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2014-10-15T10:02:00-05:00ReturnTs
Tax Period End2014-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1112 MONUMENT CIRCLE SUITE 4000AddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46204ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN611286361EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OWENSBORO HEALTH INCBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of% John HackbarthInCareOfNm
Business Name ControlOWENBusinessNameControlTxt
Phone2704172000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11201 Pleasant Valley RoadAddressLine1
Address Line2SuiteAddressLine2
CityOwensboroCity
StateKYState
ZIP Code42303ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJohn HackbarthPersonNm
Person TitleVP/CFOPersonTitleTxt
Signature2014-10-13SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER D RHODERICKPreparerPersonNm
PTINP00395735PTIN
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerPhilip A PattersonPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11201 Pleasant Valley RoadAddressLine1
CityOwensboroCity
StateKYState
ZIP Code42303ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$463,754,416GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.owensborohealth.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1995FormationYr
Legal Domicile StateKYLegalDomicileStateCd
Activity Or MissionOWENSBORO HEALTH, INC. EXISTS TO HEAL THE SICK AND IMPROVE THE HEALTH OF THE COMMUNITIES WE SERVE.ActivityOrMissionDesc
Voting Members Governing Body14VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee3209TotalEmployeeCnt
Total Volunteers182TotalVolunteersCnt
Total Gross UBI$10,732,641TotalGrossUBIAmt
PY Contributions Grants$1,671,151PYContributionsGrantsAmt
CY Contributions Grants$105,407CYContributionsGrantsAmt
PY Program Service Revenue$397,276,673PYProgramServiceRevenueAmt
CY Program Service Revenue$414,101,992CYProgramServiceRevenueAmt
PY Investment Income$7,844,109PYInvestmentIncomeAmt
CY Investment Income$24,233,240CYInvestmentIncomeAmt
PY Other Revenue$13,333,625PYOtherRevenueAmt
CY Other Revenue$11,918,509CYOtherRevenueAmt
PY Total Revenue$420,125,558PYTotalRevenueAmt
CY Total Revenue$450,359,148CYTotalRevenueAmt
PY Grants And Similar Paid$2,136,463PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,311,854CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$169,245,382PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$169,293,816CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$245,749,931PYOtherExpensesAmt
CY Other Expenses$275,382,926CYOtherExpensesAmt
PY Total Expenses$417,131,776PYTotalExpensesAmt
CY Total Expenses$445,988,596CYTotalExpensesAmt
PY Revenues Less Expenses$2,993,782PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$4,370,552CYRevenuesLessExpensesAmt
Total Assets BOY$1,059,315,250TotalAssetsBOYAmt
Total Assets EOY$1,039,815,614TotalAssetsEOYAmt
Total Liabilities BOY$660,527,864TotalLiabilitiesBOYAmt
Total Liabilities EOY$623,487,254TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$398,787,386NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$416,328,360NetAssetsOrFundBalancesEOYAmt
MissionOWENSBORO HEALTH, INC. EXISTS TO HEAL THE SICK AND IMPROVE THE HEALTH OF THE COMMUNITIES WE SERVE.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$261,498,808ExpenseAmt
Grant$1,311,854GrantAmt
Revenue$418,569,184RevenueAmt
DescOWENSBORO HEALTH, INC. ("OH") PROVIDES A BROAD RANGE OF GENERAL ACUTE CARE SERVICES, INCLUDING SURGICAL, CARDIAC, ONCOLOGY AND EMERGENCY SERVICES TO MEET THE HEALTHCARE NEEDS OF OUR REGIONAL COMMUNITY, SERVING 11 COUNTIES IN WESTERN KENTUCKY AND SOUTHERN INDIANA. OUR MEDICAL SERVICES ARE DELIVERED BY HIGHLY SKILLED PHYSICIANS ALONG WITH A CARING AND COMPASSIONATE NURSING STAFF. OH SUPPORTS OUR CARE TEAMS WITH STATE-OF-THE ART EQUIPMENT TO PROVIDE OUR PATIENTS WITH ADVANCED MEDICAL TREATMENTS AND PROCEDURES. IN THE FISCAL YEAR ENDED MAY 31, 2014, OH HAD TOTAL ADMISSIONS OF 16,173, PATIENT DAYS OF 76,264, AND TOTAL ER VISITS OF 64,081.Desc
Total Program Service Expenses$261,498,808TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalYes (true)OperateHospitalInd
Audited Financial Stmt AttYes (true)AuditedFinancialStmtAttInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountYes (true)EscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document117IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee3209EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJohn HackbarthPersonNm
Phone2704174814PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11201 Pleasant Valley RoadAddressLine1
CityOwensboroCity
StateKYState
ZIP Code42303ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Bea Charles MD
Board Member, Secretary3.00.0Yes (X)Yes (X)$0$0$0
Blazar Suzanne Northern
Board Member3.00.0Yes (X)$0$0$0
Henderson George
Vice Chairman (until 10/2013)3.01.0Yes (X)Yes (X)$0$0$0
Knight Robert MD
Board Member3.00.0Yes (X)$0$0$0
Nunley Deborah
Chairman3.01.0Yes (X)Yes (X)$0$0$0
Presser Ron
Board Member3.00.0Yes (X)$0$0$0
Rice Jeff
Board Member3.00.0Yes (X)$0$0$0
Scherm Janice
Secretary3.00.0Yes (X)Yes (X)$0$0$0
Woodward Terry
Board Member3.00.0Yes (X)$0$0$0
Meyer Tom
Board Member (as of 11/2013)3.00.0Yes (X)$0$0$0
Carpenter Jeff
Board Member3.03.0Yes (X)$0$0
Harris Suzanne
BOARD MEMBER3.00.0Yes (X)$0$0
Millsap Mark
BOARD MEMBER3.00.0Yes (X)$0$0
Wells Jack
BOARD MEMBER, VICE CHAIRMAN3.01.0Yes (X)Yes (X)$0$0
Yeiser Michael
BOARD MEMBER3.00.0Yes (X)$0$0
Barber Jeffrey
President/CEO (until 12/6/13)40.010.0Yes (X)$941,348$0$92,936
Patterson Philip
President / CEO40.010.0Yes (X)$199,242$0$17,302
Hackbarth Jr John
Chief Financial Officer47.03.0Yes (X)$467,973$0$52,841
Suter Mia
Chief Development Officer40.010.0$406,565$0$35,122Yes (X)
Scherm Michael J MD
Chief Surgical Officer45.05.0$314,390$0$45,745Yes (X)
Begley II Ernest E
Chief Legal Officer40.010.0$384,617$0$50,732Yes (X)
Jones Lisa
Vice President of Clinical Svc40.010.0$281,068$0$46,516Yes (X)
Medley Jr Richard W
Chief Medical Officer40.010.0$397,965$0$33,967Yes (X)
Mills Michael
Vice President - Ancillary Svc40.010.0$267,871$0$37,364Yes (X)
Ranallo Russell
Vice President - Financial Svc40.010.0$328,129$0$47,880Yes (X)
Stogsdill Vicki
Vice President of Nursing Svc40.010.0$418,613$0$49,334Yes (X)
Strahan Greg
Chief Operations Officer47.03.0$590,954$0$60,327Yes (X)
Chapman William
Staff Psychiatrist40.00.0$264,539$0$16,192Yes (X)
Danhauer David E
Chief Medical Info Officer40.010.0$318,834$0$17,867Yes (X)
Taylor Joseph W
Executive Director, Facilities40.010.0$181,968$0$13,938Yes (X)
Igleheart Freda
Director of IT Project Mgmt40.010.0$166,797$0$13,540Yes (X)
Jacildo Ruby
Controller40.010.0$178,352$0$10,365Yes (X)
Terry Tyler
former key employee0.00.0$174,842$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$6,284,067TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$641,968TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K90IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
CEP AMERICA
2100 POWELL ST SUITE 920EMERYVILLECA946081803ER COVERAGE$1,656,426
WYATT TARRANT COMBS
500 WEST JEFFERSON ST SUITE 2800LOUISVILLEKY40202LEGAL SERVICES$1,492,716
OBHG KENTUCKY PSC
10 CENTIMETERS DRIVEMAULDINSC29662OB SERVICES$1,390,732
EXECUTIVE HEALTH RESOURCE
PO BOX 822688PHILADELPHIAPA191822688COMPLIANCE SERVICE$1,293,081
CROTHALL LAUNDRY SERVICE
13028 COLLECTION CENTER DRIVECHICAGOIL60693LAUNDRY SERVICES$1,142,646
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K54CntrctRcvdGreaterThan100KCnt
Fundraising$0FundraisingAmt
Related Organizations$101,558RelatedOrganizationsAmt
All Other Contributions$3,849AllOtherContributionsAmt
Noncash Contributions$0NoncashContributionsAmt
Total Contributions$105,407TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
OTHER INSURANCE PAYMENTS621110$226,331,698$226,331,698$0$0
MEDICARE/MEDICAID PAYMENT621110$188,102,042$188,102,042$0$0
REVENUE - OWENSBORO AMBULATORY SURGICAL621110$581,803$581,803$0$0
REVENUE - CANCER RESEARCH621110-$913,551-$913,551$0$0
FieldValueIRS element (for citing)
Total Program Service Revenue$414,101,992TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,069,363TotalRevenueColumnAmt
Exclusion$3,069,363ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1,771,807RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$418,115RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$1,353,692RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,353,692TotalRevenueColumnAmt
Exclusion$1,353,692ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$6,196,720SecuritiesAmt
Other$27,652,733OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$12,685,576OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$6,196,720SecuritiesAmt
Other$14,967,157OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$21,163,877TotalRevenueColumnAmt
Unrelated Business Revenue$7,198,342UnrelatedBusinessRevenueAmt
Exclusion$13,965,535ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$508,067GrossSalesOfInventoryAmt
Cost Of Goods Sold$291,577CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$216,490TotalRevenueColumnAmt
Exclusion$216,490ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
KENTUCKY BIO PROCESSING541700$4,211,881$884,795$3,327,086$0
CAFETERIA & VENDING MACHINE REVENUE721110$2,305,255$0$0$2,305,255
LAUNDRY, CATERING & OTHER 990T812300$207,213$0$207,213$0

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,623,978TotalRevenueColumnAmt
Related Or Exempt Func Income$3,623,978RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$10,348,327OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$450,359,148TotalRevenueColumnAmt
Related Or Exempt Func Income$418,610,765RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$10,732,641UnrelatedBusinessRevenueAmt
Exclusion$20,910,335ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,241,789TotalAmt
Program Services$1,241,789ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$70,065TotalAmt
Program Services$70,065ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$5,743,645TotalAmt
Program Services$0ProgramServicesAmt
Management And General$5,743,645ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$386,527TotalAmt
Program Services$292,064ProgramServicesAmt
Management And General$94,463ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$123,851,328TotalAmt
Program Services$93,904,815ProgramServicesAmt
Management And General$29,946,513ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$10,964,073TotalAmt
Program Services$7,945,603ProgramServicesAmt
Management And General$3,018,470ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$19,110,398TotalAmt
Program Services$13,849,200ProgramServicesAmt
Management And General$5,261,198ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$9,237,845TotalAmt
Program Services$6,845,660ProgramServicesAmt
Management And General$2,392,185ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$9,596,338TotalAmt
Program Services$4,446,497ProgramServicesAmt
Management And General$5,149,841ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,664,528TotalAmt
Program Services$0ProgramServicesAmt
Management And General$1,664,528ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$266,113TotalAmt
Program Services$0ProgramServicesAmt
Management And General$266,113ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$18,462TotalAmt
Program Services$0ProgramServicesAmt
Management And General$18,462ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt
Fundraising$0FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$393,382TotalAmt
Management And General$393,382ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$33,881,700TotalAmt
Program Services$21,936,274ProgramServicesAmt
Management And General$11,945,426ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,667,714TotalAmt
Program Services$12,493ProgramServicesAmt
Management And General$1,655,221ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$6,951,505TotalAmt
Program Services$2,012,069ProgramServicesAmt
Management And General$4,939,436ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$8,138,190TotalAmt
Program Services$874,752ProgramServicesAmt
Management And General$7,263,438ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$150,175TotalAmt
Program Services$71,016ProgramServicesAmt
Management And General$79,159ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$7,932,923TotalAmt
Program Services$1,202,890ProgramServicesAmt
Management And General$6,730,033ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$846,632TotalAmt
Program Services$272,878ProgramServicesAmt
Management And General$573,754ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$219,286TotalAmt
Program Services$57,049ProgramServicesAmt
Management And General$162,237ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$32,883,885TotalAmt
Program Services$0ProgramServicesAmt
Management And General$32,883,885ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$53,319,251TotalAmt
Program Services$0ProgramServicesAmt
Management And General$53,319,251ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,405,109TotalAmt
Program Services$896ProgramServicesAmt
Management And General$5,404,213ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MEDICAL SUPPLIES$70,988,433$70,869,278$119,155$0
BAD DEBT EXPENSE$29,732,797$29,732,797$0
PROVIDER TAX$3,838,778$3,838,778$0
DIETARY$2,741,023$1,953,912$787,111$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$4,746,702TotalAmt
Program Services$68,033ProgramServicesAmt
Management And General$4,678,669ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$445,988,596TotalAmt
Program Services$261,498,808ProgramServicesAmt
Management And General$184,489,788ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Joint Costs TotalJointCostsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$10,101BOYAmt
EOY$10,853EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$54,532,284BOYAmt
EOY$23,428,281EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$119,108,948BOYAmt
EOY$139,622,912EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$138,131BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$114,504BOYAmt
EOY$118,782EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$9,278,834BOYAmt
EOY$8,485,782EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$11,532,671BOYAmt
EOY$10,985,581EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$801,059,357LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$200,703,851LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$603,645,822BOYAmt
EOY$600,355,506EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$160,144,343BOYAmt
EOY$163,778,364EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$25,576,897BOYAmt
EOY$24,822,801EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$12,431,777BOYAmt
EOY$11,328,434EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$62,800,938BOYAmt
EOY$56,878,318EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,059,315,250BOYAmt
EOY$1,039,815,614EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$62,432,494BOYAmt
EOY$50,668,480EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$6,253,420BOYAmt
EOY$6,167,162EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$507,370,881BOYAmt
EOY$496,175,636EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$3,095,888BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$81,375,181BOYAmt
EOY$70,475,976EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$660,527,864BOYAmt
EOY$623,487,254EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$398,787,386BOYAmt
EOY$416,328,360EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$398,787,386BOYAmt
EOY$416,328,360EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,059,315,250BOYAmt
EOY$1,039,815,614EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$4,370,552ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$4,522,094NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$8,648,328OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Media Advertisements$0MediaAdvertisementsAmt
Mailings MembersfalseMailingsMembersInd
Mailings Members$0MailingsMembersAmt
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Publications Or Broadcast$0PublicationsOrBroadcastAmt
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Grants Other Organizations$0GrantsOtherOrganizationsAmt
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$58,105DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Rallies Demonstrations$0RalliesDemonstrationsAmt
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$18,462OtherActivitiesAmt
Total Lobbying Expenditures$76,567TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE C, PART II-B, LINE 1IFormAndLineReferenceDesc
ExplanationPOLITICAL CAMPAIGN AND LOBBYING ACTIVITIES PERCENTAGE OF LOBBYING ACTIVITIES FROM KENTUCKY HOSPITAL ASSOCIATION DUES AND AHA DUES. SUPPLEMENTAL INFORMATION IRS INSUBSTANTIAL LOBBYING WITHIN THE CONTEXT OF GOVERNMENTAL, COMMUNITY AND LEGISLATIVE AFFAIRS, OH HAS ONE EMPLOYEE THAT ENGAGES IN LOBBYING ACTIVITIES OR ATTEMPTS TO INFLUENCE LEGISLATION. HOWEVER, UNDER NO CIRCUMSTANCES IS THERE ANY ENGAGEMENT IN POLITICAL ACTIVITIES. LOBBYING ACTIVITIES INCLUDE BOTH DIRECT LOBBYING AND GRASS ROOTS LOBBYING. FROM A DIRECT LOBBYING PERSPECTIVE, THE EXECUTIVE DIRECTOR OF GOVERNMENTAL, COMMUNITY AND LEGISLATIVE AFFAIRS ENGAGES IN LOBBYING ACTIVITIES AT THE FEDERAL, STATE AND LOCAL LEVELS. THE EXECUTIVE DIRECTOR DOES MEET WITH MEMBERS OF CONGRESS ON OCCASION DURING THE YEAR EITHER IN WASHINGTON OR IN OWENSBORO. AT THE STATE LEVEL, THE EXECUTIVE DIRECTOR IS REGISTERED AS A LEGISLATIVE AGENT WITH THE KENTUCKY GENERAL ASSEMBLY. LOBBYING EFFORTS ARE GENERALLY LIMITED TO THAT PERIOD OF TIME IN WHICH THE GENERAL ASSEMBLY IS IN SESSION. THIS PERIOD INCLUDES A 30-DAY LEGISLATIVE SESSION IN ODD NUMBERED YEARS AND A 60-DAY LEGISLATIVE SESSION IN EVEN NUMBER YEARS. IN ADDITION, LOBBYING AT THE LOCAL LEVEL IS GENERALLY CONFINED TO REGULATORY MATTERS AND IS NOT ONGOING. FROM A GRASSROOTS LOBBYING PERSPECTIVE, THE EXECUTIVE DIRECTOR OVERSEES THE HEALTH IN ACTION NETWORK. HEALTH IN ACTION IS AN ELECTRONIC EMAIL SYSTEM THAT PROVIDES OH EMPLOYEES WITH UPDATES ON LEGISLATION AND "CALLS TO ACTION" WHEN APPROPRIATE. JOINING THE NETWORK AND CHOOSING TO RESPOND ARE VOLUNTARY. THIS NETWORK IS ONLY ACTIVATED WHEN ISSUES OF CONCERN ARE BEING CONSIDERED AT THE FEDERAL AND STATE LEVELS. IT IS ESTIMATED THAT DURING THE FISCAL YEAR ENDING MAY 31, 2014, ALL LOBBYING ACTIVITY BY THE EXECUTIVE DIRECTOR DID NOT EXCEED 30% OF TOTAL WORK-RELATED DUTIES AND RESPONSIBILITIES.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
CY Minus3 Yr Endwmt FundCYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt FundCYMinus4YrEndwmtFundGrp

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$15,061,049OtherCostOrOtherBasisAmt
Book Value$15,061,049BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$534,470,069OtherCostOrOtherBasisAmt
Depreciation$63,881,691DepreciationAmt
Book Value$470,588,378BookValueAmt
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovementsGrp

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$238,147,190OtherCostOrOtherBasisAmt
Depreciation$136,822,160DepreciationAmt
Book Value$101,325,030BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$13,381,049OtherCostOrOtherBasisAmt
Book Value$13,381,049BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$600,355,506TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDescBook ValueBookValueAmt
Cost of Issuance Series A 2010$2,324,713
Cost of Issuance Series B 2010$260,768
LTD Use Assets from Series A&B$53,942,296
Key Executive Plan$350,541
FieldValueIRS element (for citing)
Total Book Value Other Assets$56,878,318TotalBookValueOtherAssetsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
Due to Third Party Payors$17,773,635
Accrued Pension$36,910,693
Workman's Comp Reserve$5,605,210
Malpractice Reserve$9,539,853
Other Liabilities$646,585
FieldValueIRS element (for citing)
Total Liability$70,475,976TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceACCOUNTING FOR UNCERTAINTY IN INCOME TAXESFormAndLineReferenceDesc
Explanationform 990, SCHEDULE D, part x, LINE 2 THE SYSTEM APPLIES FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC TOPIC 740 (TOPIC 740), ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. TOPIC 740 CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAX POSITIONS AND PROVIDES GUIDANCE ON WHEN TAX POSITIONS ARE RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND HOW THE VALUES OF THESE POSITIONS ARE DETERMINED. THERE HAS BEEN NO IMPACT ON THE SYSTEM'S CONSOLIDATED FINANCIAL STATEMENTS AS A RESULT OF TOPIC 740.ExplanationTxt

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (true)FinancialAssistancePolicyInd
Written PolicyYes (true)WrittenPolicyInd
All Hospitals PolicyYes (X)AllHospitalsPolicyInd
FPG Reference Free CareYes (true)FPGReferenceFreeCareInd

Free Care Oth Percentage FreeCareOthPercentageGrp

FieldValueIRS element (for citing)
OtherYes (X)OtherInd
Free Care Other225.FreeCareOtherPct
FieldValueIRS element (for citing)
FPG Reference Discounted CareYes (true)FPGReferenceDiscountedCareInd

Discounted Care Oth Percentage DiscountedCareOthPercentageGrp

FieldValueIRS element (for citing)
OtherYes (X)OtherInd
Discounted Care Other375.DiscountedCareOtherPct
FieldValueIRS element (for citing)
Free Care Medically IndigentYes (true)FreeCareMedicallyIndigentInd
Financial Assistance BudgetYes (true)FinancialAssistanceBudgetInd
Expenses Exceed BudgetfalseExpensesExceedBudgetInd
Annual Community Bnft ReportYes (true)AnnualCommunityBnftReportInd
Report Publically AvailableYes (true)ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$19,891,834TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$1,950,632DirectOffsettingRevenueAmt
Net Community Benefit Expns$17,941,202NetCommunityBenefitExpnsAmt
Total Expense0.04310TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$60,999,239TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$43,245,572DirectOffsettingRevenueAmt
Net Community Benefit Expns$17,753,667NetCommunityBenefitExpnsAmt
Total Expense0.04270TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$80,891,073TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$45,196,204DirectOffsettingRevenueAmt
Net Community Benefit Expns$35,694,869NetCommunityBenefitExpnsAmt
Total Expense0.08580TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$1,473,272TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$1,636DirectOffsettingRevenueAmt
Net Community Benefit Expns$1,471,636NetCommunityBenefitExpnsAmt
Total Expense0.00350TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$221,338TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$221,338NetCommunityBenefitExpnsAmt
Total Expense0.00050TotalExpensePct

Research ResearchGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$1,518,472TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$695,217DirectOffsettingRevenueAmt
Net Community Benefit Expns$823,255NetCommunityBenefitExpnsAmt
Total Expense0.00190TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$602,277TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$602,277NetCommunityBenefitExpnsAmt
Total Expense0.00140TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$3,815,359TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$696,853DirectOffsettingRevenueAmt
Net Community Benefit Expns$3,118,506NetCommunityBenefitExpnsAmt
Total Expense0.00730TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$84,706,432TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$45,893,057DirectOffsettingRevenueAmt
Net Community Benefit Expns$38,813,375NetCommunityBenefitExpnsAmt
Total Expense0.09310TotalExpensePct

Community Support CommunitySupportGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Persons Served25000PersonsServedCnt
Total Community Benefit Expns$20,000TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$20,000NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Workforce Development WorkforceDevelopmentGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Persons Served30PersonsServedCnt
Total Community Benefit Expns$61,000TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$61,000NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Activities Or Programs2ActivitiesOrProgramsCnt
Persons Served25030PersonsServedCnt
Total Community Benefit Expns$81,000TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$81,000NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedfalseBadDebtExpenseReportedInd
Bad Debt Expense$29,732,797BadDebtExpenseAmt
Bad Debt Expense Attributable$14,866,399BadDebtExpenseAttributableAmt
Reimbursed By Medicare$117,725,484ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$150,332,994CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall-$32,607,510MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

FieldValueIRS element (for citing)
Cost To Charge RatioYes (X)CostToChargeRatioInd
FieldValueIRS element (for citing)
Written Debt Collection PolicyYes (true)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (true)FinancialAssistancePrvsnInd

Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp

Entity Name EntityName

FieldValueIRS element (for citing)
Business Name Line1OWENSBORO CHNBusinessNameLine1
FieldValueIRS element (for citing)
Primary ActivitiesProvider NetworkPrimaryActivitiesTxt
Org Profit Or Ownership0.50000OrgProfitOrOwnershipPct
Physicians Profit Or Ownership0.50000PhysiciansProfitOrOwnershipPct
FieldValueIRS element (for citing)
Hospital Facilities1HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

FieldValueIRS element (for citing)
Facility1FacilityNum

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Owensboro Health IncBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line11201 Pleasant Valley RoadAddressLine1
CityOwensboroCity
StateKYState
ZIP Code42303ZIPCode
FieldValueIRS element (for citing)
Website Addresswww.owensborohealth.orgWebsiteAddressTxt
State License100092StateLicenseNum
Licensed HospitalYes (X)LicensedHospitalInd
General Medical And SurgicalYes (X)GeneralMedicalAndSurgicalInd
Emergency Room24 HrsYes (X)EmergencyRoom24HrsInd

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1OWENSBORO HEALTH INCBusinessNameLine1
FieldValueIRS element (for citing)
Facility1FacilityNum
CHNA ConductedYes (true)CHNAConductedInd
Community DefinitionYes (X)CommunityDefinitionInd
Community DemographicsYes (X)CommunityDemographicsInd
Existing ResourcesYes (X)ExistingResourcesInd
How Data ObtainedYes (X)HowDataObtainedInd
Community Health NeedsYes (X)CommunityHealthNeedsInd
Other Health IssuesYes (X)OtherHealthIssuesInd
Community Hlth Needs Id ProcessYes (X)CommunityHlthNeedsIdProcessInd
Consulting ProcessYes (X)ConsultingProcessInd
Information GapsYes (X)InformationGapsInd
CHNA Conducted12CHNAConductedYr
Take Into Account Others InputYes (true)TakeIntoAccountOthersInputInd
CHNA Conducted With Other FcltsfalseCHNAConductedWithOtherFcltsInd
CHNA Report Widely AvailableYes (true)CHNAReportWidelyAvailableInd
Rpt Available On Own WebsiteYes (X)RptAvailableOnOwnWebsiteInd
Own Website URLWWW.OWENSBOROHEALTH.ORGOwnWebsiteURLTxt
Rpt Available Upon RequestYes (X)RptAvailableUponRequestInd
Adopt Implementation StrategyYes (X)AdoptImplementationStrategyInd
Exec Implementation StrategyYes (X)ExecImplementationStrategyInd
Develop Community Wide PlanYes (X)DevelopCommunityWidePlanInd
Exec Community Wide PlanYes (X)ExecCommunityWidePlanInd
Prioritize Health NeedsYes (X)PrioritizeHealthNeedsInd
All Needs AddressedYes (true)AllNeedsAddressedInd
Organization Incur Excise TaxfalseOrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (true)EligCriteriaExplainedInd
FPG Used Deter Elig Free CareYes (true)FPGUsedDeterEligFreeCareInd
FPG Family Incm Lmt Free Care225.FPGFamilyIncmLmtFreeCarePct
FPG Used Determ Elig Dscnt CareYes (true)FPGUsedDetermEligDscntCareInd
FPG Family Incm Lmt Dscnt Care375.FPGFamilyIncmLmtDscntCarePct
Explained BasisYes (true)ExplainedBasisInd
Income LevelYes (X)IncomeLevelInd
Asset LevelYes (X)AssetLevelInd
Insurance StatusYes (X)InsuranceStatusInd
Uninsured DiscountYes (X)UninsuredDiscountInd
Medicaid MedicareYes (X)MedicaidMedicareInd
State RegulationYes (X)StateRegulationInd
App Financial Asst ExplnYes (true)AppFinancialAsstExplnInd
Includes Publicity MeasuresYes (true)IncludesPublicityMeasuresInd
Posted On WebsiteYes (X)PostedOnWebsiteInd
Attached To InvoiceYes (X)AttachedToInvoiceInd
Posted In Emergency RoomYes (X)PostedInEmergencyRoomInd
Posted In Admission OfficeYes (X)PostedInAdmissionOfficeInd
Provided On AdmissionYes (X)ProvidedOnAdmissionInd
Available On RequestYes (X)AvailableOnRequestInd
Other PublicityYes (X)OtherPublicityInd
FAP Actions On NonpaymentYes (true)FAPActionsOnNonpaymentInd
Collection ActivitiesfalseCollectionActivitiesInd
FAP Notified Upon AdmissionYes (X)FAPNotifiedUponAdmissionInd
FAP Notified Before DischargeYes (X)FAPNotifiedBeforeDischargeInd
FAP Notified All PatientsYes (X)FAPNotifiedAllPatientsInd
Documented Elig DeterminationYes (X)DocumentedEligDeterminationInd
Nondis Emergency Care PolicyYes (true)NondisEmergencyCarePolicyInd
Lowest Negotiated RatesYes (X)LowestNegotiatedRatesInd
Amounts Generally BilledfalseAmountsGenerallyBilledInd
Gross ChargesfalseGrossChargesInd

Supplemental Information SupplementalInformationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE H, PART V, SECTION B, LINE 3FormAndLineReferenceDesc
ExplanationTHE FINDINGS IN THIS REPORT ARE MEANT TO COMPLEMENT AND EXPAND ON THE EXISTING COMMUNITY HEALTH ASSESSMENT AND IMPROVEMENT EFFORTS CURRENTLY UNDERWAY IN DAVIESS COUNTY AND THE SURROUNDING AREA. IN 2011 THE GREEN RIVER DISTRICT HEALTH DEPARTMENT (GRDHD) (WHICH INCLUDES DAVIESS COUNTY, KENTUCKY) BEGAN A COMMUNITY-WIDE PROCESS TO ANALYZE COMMUNITY HEALTH NEEDS AND IDENTIFY THE HEALTH PRIORITIES FOR THE REGION. THE COMMUNITY HEALTH ASSESSMENT, OR CHA, IS A FEDERAL REQUISITE FOR OBTAINING PUBLIC HEALTH ACCREDITATION. GRDHD UTILIZED THE STRATEGIC PLANNING FRAMEWORK KNOWN AS MOBILIZING FOR ACTION THROUGH PLANNING AND PARTNERSHIPS, OR MAPP, DEVELOPED BY THE NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS (NACCHO). FOR ADDITIONAL INFORMATION GO TO HTTP://WWW.HEALTHDEPARTMENT.ORG/ THE INITIAL PLANNING PHASES OF THE MAPP PROCESS BEGAN IN LATE 2011 AND INITIATED IN JANUARY 2012. BY JUNE 2012 THE MAPP PROCESS HAD YIELDED THE THREE PRIORITY HEALTH ISSUES TO BE ADDRESSED BY THE GRDHD IN DAVIESS COUNTY. THE ASSESSMENTS AND INFORMATION COLLECTED BY THE GRDHD INCLUDED A SECONDARY DATA ASSESSMENT, AN ON-LINE AND IN-PERSON SURVEY, AND COMMUNITY FORUMS TO OBTAIN INFORMATION AND COLLABORATE WITH STAKEHOLDERS, ALL OF WHICH INFORMED THE IDENTIFICATION OF KEY COMMUNITY HEALTH ISSUES. THE SECONDARY DATA ASSESSMENT CONDUCTED BY THE GRDHD UTILIZED THE OWENSBORO HEALTH'S ONLINE COMMUNITY DASHBOARD (WWW.OMHS.ORG/HEALTHASSESSMENT). A COMMUNITY PERCEPTION SURVEY ASSESSMENT WAS MADE AVAILABLE ONLINE AND IN-PERSON AT EACH OF THE SEVEN HEALTH CLINICS THROUGHOUT THE REGION. APPROXIMATELY 500 PEOPLE COMPLETED THE SURVEY, AND THOSE INVOLVED WITH THE DATA COLLECTION AND ANALYSIS SAID THAT THE SURVEY TARGETED THE UNDERSERVED POPULATION. ADDITIONALLY, THE GRDHD FACILITATED TWO COMMUNITY FORUMS HELD IN THE FIRST HALF OF 2012 TO ENGAGE WITH COMMUNITY STAKEHOLDERS AND COLLECT THEIR INPUT. THE COMMUNITY FORUMS WERE ATTENDED BY BETWEEN 75 AND 100 COMMUNITY MEMBERS REPRESENTING A DIVERSE GROUP OF NON-GOVERNMENTAL ORGANIZATIONS, BUSINESSES, HEALTHCARE INSURERS AND PROVIDERS, AND GOVERNMENT AGENCIES. THE FIRST FORUM WAS DESIGNED TO IDENTIFY HEALTH NEEDS AS WELL AS IDENTIFY ALL RESOURCES CURRENTLY AVAILABLE TO MEET THOSE NEEDS, AND WAS TITLED COMMUNITY HEALTH FORUM. PARTICIPANTS WERE ASKED, "WHAT DO YOU THINK ARE THE PROBLEMS IN DAVIESS COUNTY?" PARTICIPANTS WERE ALSO ASKED "WHAT RESOURCES DO WE HAVE AVAILABLE TO MEET HEALTHCARE NEEDS IN DAVIESS COUNTY?" THE PUBLIC HEALTH SYSTEM WAS DEFINED TO ENSURE THAT SERVICES PROVIDED BEYOND THE HEALTH DEPARTMENT AND THE LOCAL HOSPITAL WERE INCLUDED. PLEASE SEE APPENDIX 4 (DAVIESS COUNTY- LOCAL PUBLIC HEALTH SYSTEM) FOR A LIST OF COMMUNITY RESOURCES THAT ARE AVAILABLE TO RESPOND TO THE HEALTH NEEDS OF THE COMMUNITY, AS IDENTIFIED BY COMMUNITY HEALTH FORUM PARTICIPANTS. AT THE SECOND COMMUNITY FORUM, STAKEHOLDERS WERE PRESENTED COMPLETE RESULTS OF THE SECONDARY DATA ANALYSIS, THE COMMUNITY SURVEY, AND THE STAKEHOLDER INPUT FROM THE COMMUNITY HEALTH FORUM. THEY WERE ASKED TO DISCUSS AND PRIORITIZE BY DOT METHOD THE GREATEST COMMUNITY HEALTH ISSUES BASED ON THE ANALYSIS, COMMUNITY PERCEPTION SURVEY, AND STAKEHOLDER INPUT. OWENSBORO HEALTH WAS A PARTICIPANT THROUGHOUT THE MAPP PROCESS, AND SUPPORTS THE OUTCOMES OF THE CHA CONDUCTED BY THE GRDHD. BOTH PRIMARY AND SECONDARY DATA WAS USED IN THIS ANALYSIS. THE SECONDARY DATA WAS DERIVED FROM OWENSBORO HEALTH'S HCI-CHNA SYSTEM, HTTP://WWW.OMHS.ORG/HEALTHASSESSMENT. THE SYSTEM INCLUDES THE MOST UP-TO-DATE PUBLICLY AVAILABLE DATA FOR APPROXIMATELY 140 COMMUNITY INDICATORS FROM OVER 20 SOURCES, COVERING OVER 20 TOPICS IN THE AREAS OF HEALTH, DETERMINANTS OF HEALTH, AND QUALITY OF LIFE. THE PRIMARY DATA CONSISTED OF IN-DEPTH PHONE INTERVIEWS WITH NINE COMMUNITY INFORMANTS INCLUDING A PUBLIC HEALTH EXPERT, PHYSICIAN, PUBLIC SERVANT, AND HEALTHCARE AND SOCIAL SERVICE PROVIDERS WITH EXPERTISE AND SPECIAL KNOWLEDGE REGARDING THE NEEDS IN THE COMMUNITY. A FULL LIST OF SECONDARY DATA SOURCES AND KEY COMMUNITY INFORMANTS IS AVAILABLE IN APPENDIX 1 AND APPENDIX 2 OF THE COMMUNITY HEALTH NEEDS ASSESSMENT. FORM 990, SCHEDULE H, PART V, SECTION B, LINE 14G IN ADDITION TO THE OTHER METHODS LISTED, OWENSBORO HEALTH, INC. PUBLISHES AN ARTICLE ANNUALLY IN A REGIONAL HEALTH MAGAZINE THAT DESCRIBES AND PROVIDES INFORMATION ON HOW TO APPLY FOR THE FINANCIAL ASSISTANCE PROGRAMS THAT ARE AVAILABLE. THE MAGAZINE IS DISTRIBUTED TO 100,000 HOMES IN THE REGION WE SERVE.ExplanationTxt
FieldValueIRS element (for citing)
Facility1FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OWENSBORO AMBULATORY SURGICAL FACILITYBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line11201 Pleasant Valley RoadAddressLine1
CityOwensboroCity
StateKYState
ZIP Code42303ZIPCode
FieldValueIRS element (for citing)
FacilityAmbulatory Surgery CenterFacilityTxt

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
form Schedule H, Part I, Line 7Bad Debt Expense WHEN CALCULATING THE COMMUNITY BENEFIT PERCENTAGES IN PART I, LINE 7, BAD DEBT EXPENSE of $29,732,797, WAS EXCLUDED.
Form 990, Schedule H, Part IICommunity Building Activities OH IS NOT JUST THE LARGEST EMPLOYER IN THE REGION; IT IS ALSO THE LARGEST PRIVATE EMPLOYER IN THE COMMONWEALTH OF KENTUCKY WEST OF LOUISVILLE, AND THE 35TH LARGEST IN THE STATE. AS SUCH, WE CONSIDER OUR RESPONSIBILITY TO SERVE AND STRENGTHEN OUR COMMUNITIES IN WAYS MUCH BROADER THAN PROVIDING DIRECT HEALTH SERVICE OR ADDRESSING ONLY "IDENTIFIED HEALTH NEEDS". WE BELIEVE THE SECOND PART OF OUR MISSION PROFESSING TO IMPROVE THE HEALTH OF THE COMMUNITIES WE SERVE OFTEN INVOLVES SUPPORT OF COMMUNITY BUILDING ACTIVITIES INVOLVING PHYSICAL IMPROVEMENTS IN HOUSING, ECONOMIC DEVELOPMENT, COMMUNITY SUPPORT, ENVIRONMENTAL IMPROVEMENTS, LEADERSHIP DEVELOPMENT FOR COMMUNITY MEMBERS, COALITION BUILDING, COMMUNITY HEALTH ADVOCACY AND WORKFORCE DEVELOPMENT. WE BELIEVE THESE IRS CATEGORIZED COMMUNITY BUILDING ACTIVITIES ARE EQUALLY AS IMPORTANT TO OUR CHARITABLE PURPOSES AS ARE OUR COMMUNITY BENEFIT ACTIVITIES. WHERE CASH AND IN-KIND ALLOCATIONS FROM OUR COMMUNITY BENEFIT GRANT PROGRAM ARE MADE FOR COMMUNITY BUILDING PROGRAMS AND ACTIVITIES, WE STILL REQUIRE THESE ORGANIZATIONS TO IDENTIFY ON THEIR PROPOSAL HOW THESE PROGRAMS AND ACTIVITIES ADDRESS ROOT CAUSES OF HEALTH PROBLEMS AND IMPACT THE HEALTH OF OUR COMMUNITY. IN THIS WAY, THEY ARE ALSO ABLE TO UNDERSTAND HOW IMPROVING THE HEALTH OF OUR COMMUNITY CAN BE ACCOMPLISHED IN MANY DIFFERENT WAYS. form 990, schedule H, part III, Line 2 bad debt estimate Patient accounts receivable are reduced by an allowance for bad debts. In evaluating the collectability of accounts receivable, the System analyzes historical collections and write-offs and identifies trends for each of its major payor sources of revenue to estimate the appropriate allowance for bad debts and provision for bad debts. Management regularly reviews data about these major payor sources of revenue in evaluation of the sufficiency of the allowance for bad debts. form 990, schedule h, part III, line 3 bad debt attributable to patients eligible under FAP For receivables associated with self-pay patients or with balances remaining after the third-party coverage has already paid, the System records a significant provision for bad debts in the period of service on the basis of its historical collections, which indicates that many patients decline to pay the portion of their bill for which they are financially responsible. The difference between the discounted rate and the amounts collected after all reasonable collection efforts have been exhausted is written off against the allowance for bad debts.
Form 990, Schedule H, Part III, Line 4Text of bad debt expense footnote SEE AUDITED FINANCIAL STATEMENTS (FOOTNOTE 8, PAGE 20).
Form 990, Schedule H, Part III, Line 8Treatment of Medicare Shortfall as Community Benefit The costing methodology used is the cost to charge ratio calculated in worksheet 2 of Part I of Schedule H of this 990. The charges and payments are from the Medicare paid claims reports. As a Medicare designated Sole Community Hospital, we are the only provider in the region to provide certain services (psych and OB services, for example) to Medicaid patients and those costs are typically not covered by the payments received. We are ensuring access to services and care for the counties we serve. Therefore, all of the shortfall is considered community benefit.
Form 990, Schedule H, Part III, Line 9Applicaton of Collection Practices to those Qualifying for Financial Assistance THE POLICIES OF THE SYSTEM ATTEMPT TO ENSURE ALL UNINSURED PATIENTS OF THE SYSTEM HAVE OPPORTUNITY TO APPLY AND QUALIFY FOR FINANCIAL ASSISTANCE PROGRAMS. THE HOSPITAL HAS FINANCIAL AID APPLICATIONS AVAILABLE AT REGISTRATION AREAS, VIA THE INTERNET, VIA PHONE, AND ARE SENT ROUTINELY VIA MAIL TO PATIENTS OF THE HOSPITAL. THE HOSPITAL EMPLOYS FINANCIAL COUNSELORS AND CONTRACTS WITH AN OUTSIDE FIRM TO ENSURE PATIENTS ARE EVALUATED FOR ELIGIBILITY IN THE FINANCIAL ASSISTANCE PROGRAMS AVAILABLE. THE HOSPITAL DOES NOT CONTRACT PRIMARY COLLECTION AGENCIES. ALL SELF-PAY AND BALANCE AFTER INSURANCE ACCOUNTS ARE REVIEWED AND WORKED BY HOSPITAL STAFF TO ENSURE THAT THE PATIENT IS GIVEN EVERY OPPORTUNITY TO APPLY FOR FINANCIAL ASSISTANCE. SELF-PAY DISCOUNTS ARE AVAILABLE TO ALL UNINSURED PATIENTS AS LONG AS THEY COMPLETE THE AID APPLICATION. DISCOUNTS GIVEN ARE EQUIVALENT TO THE AVERAGE INSURANCE DISCOUNTS THE HOSPITAL CONTRACTS ALLOW. ADDITIONALLY, PATIENTS WITH BALANCE ARE PERMITTED TO ESTABLISH PAYMENT PLANS. THE HOSPITAL DOES NOT CHARGE INTEREST TO ITS PATIENTS.
form 990, schedule h, part vi, line 2needs assessment Owensboro Health, Inc. ("OH") ENGAGED THE HEALTHY COMMUNITIES INSTITUTE (HCI) TO DEVELOP A COMMUNITY HEALTH INDICATORS DATA BASE IN FISCAL YEAR 2012. THIS DATA BASE INCLUDES MORE THAN 100 HEALTH INDICATORS FROM THE PRIMARY SERVICE AREA THAT IS AVAILABLE TO THE GENERAL PUBLIC VIA THE OWENSBORo HEALTH WEBSITE. WHILE OH FINANCED THE PROJECT, IT IS A COLLABORATIVE EFFORT WITH LOCAL ORGANIZATIONS. WORKING WITH THESE ORGANIZATIONS, THE HCI DATA, ALONG WITH FINDINGS FROM THE GREEN RIVER DISTRICT HEALTH DEPARTMENT AND OTHER FINDINGS FROM A SECONDARY ANALYSIS OF THE ALL INPUT DATA, WAS USED TO ASSESS OUR HEALTH NEEDS AS A COMMUNITY AND TO DEVELOP OUR IMPLEMENTATION STRATEGY. THE ASSESSMENT WAS COMPLETED AND APPROVED BY THE OH BOARD OF DIRECTIONS ON JANUARY 29, 2013 AND IS NOW PUBLISHED AND AVAILABLE ON THE OH WEBSITE. IN COMPLIANCE WITH THE IRS FORM 990 - SCHEDULE H, THE OH COMMUNITY NEEDS ASSESSMENT REPORT PROVIDES (1) A DESCRIPTION OF THE COMMUNITY AND DEMOGRAPHICS SERVED, (2) A DESCRIPTION OF HOW THE REPORT'S DATA WAS OBTAINED INCLUDING INFORMATION GAPS THAT LIMIT THE OWENSBORO HEALTH, INC.'S ABILITY TO ASSESS ALL OF THE COMMUNITY'S HEALTH NEEDS, (3) THE HEALTH NEEDS IN THE COMMUNITY, INCLUDING THE PRIMARY AND CHRONIC DISEASE NEEDS AND OTHER HEALTH ISSUES OF UNINSURED PERSONS, LOW-INCOME PERSONS, AND MINORITY GROUPS, (4) THE PROCESS FOR IDENTIFYING AND PRIORITIZING COMMUNITY HEALTH NEEDS AND SERVICES TO MEET THE COMMUNITY HEALTH NEEDS, AND (5) A DESCRIPTION OF HOW THE HOSPITAL TOOK INTO ACCOUNT INPUT FROM PERSONS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITY SERVED. THE FINDINGS IN THIS REPORT ARE MEANT TO COMPLEMENT AND EXPAND ON THE EXISTING COMMUNITY HEALTH ASSESSMENT AND IMPROVEMENT EFFORTS CURRENTLY UNDERWAY IN DAVIESS COUNTY AND THE SURROUNDING AREA. IN 2011 THE GREEN RIVER DISTRICT HEALTH DEPARTMENT (GRDHD), WHICH INCLUDES THE COUNTIES OF DAVIESS, HANCOCK, HENDERSON, MCLEAN, OHIO, UNION, AND WEBSTER, BEGAN A COMMUNITY-WIDE PROCESS TO ANALYZE COMMUNITY HEALTH NEEDS AND IDENTIFY THE HEALTH PRIORITIES FOR THE REGION. THE COMMUNITY HEALTH ASSESSMENT, OR CHA, IS A FEDERAL REQUISITE FOR OBTAINING PUBLIC HEALTH ACCREDITATION. GRDHD UTILIZED THE STRATEGIC PLANNING FRAMEWORK KNOWN AS MOBILIZING FOR ACTION THROUGH PLANNING AND PARTNERSHIPS, OR MAPP, DEVELOPED BY THE NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS (NACCHO). FOR ADDITIONAL INFORMATION GO TO HTTP://WWW.HEALTHDEPARTMENT.ORG/ THE INITIAL PLANNING PHASES OF THE MAPP PROCESS BEGAN IN LATE 2011 AND INITIATED IN JANUARY 2012. BY JUNE 2012 THE MAPP PROCESS HAD YIELDED THE THREE PRIORITY HEALTH ISSUES TO BE ADDRESSED BY THE GRDHD IN DAVIESS COUNTY. THE ASSESSMENTS AND INFORMATION COLLECTED BY THE GRDHD INCLUDED A SECONDARY DATA ASSESSMENT, AN ON-LINE AND IN-PERSON SURVEY, AND COMMUNITY FORUMS TO OBTAIN INFORMATION AND COLLABORATE WITH STAKEHOLDERS, ALL OF WHICH INFORMED THE IDENTIFICATION OF KEY COMMUNITY HEALTH ISSUES. THE SECONDARY DATA ASSESSMENT CONDUCTED BY THE GRDHD UTILIZED OH'S ONLINE COMMUNITY DASHBOARD (WWW.OWENSBOROHEALTH.ORG/HEALTHASSESSMENT). AFTER REVIEW OF THE SECONDARY DATA, THE GRDHD FOUND THAT IN DAVIESS COUNTY THERE WAS: - HIGH TEEN BIRTH RATE - HIGH PREVALENCE OF SMOKING - HIGH RATE OF LUNG CANCER DEATHS - HIGH RATE OF STD'S - CHLAMYDIA - HOSPITALIZATIONS & ER RATES DUE TO ALCOHOL ABUSE A COMMUNITY PERCEPTION SURVEY ASSESSMENT WAS MADE AVAILABLE ONLINE AND IN-PERSON AT EACH OF THE SEVEN HEALTH CLINICS THROUGHOUT THE REGION. APPROXIMATELY 500 PEOPLE COMPLETED THE SURVEY, AND THOSE INVOLVED WITH THE DATA COLLECTION AND ANALYSIS SAID THAT THE SURVEY TARGETED THE UNDERSERVED POPULATION. THE SURVEY RESULTS GROUPED BY QUESTION WERE: TOP ISSUES IDENTIFIED IN THE COMMUNITY PERCEPTION SURVEY: - OBESITY (24%) - ACCESS TO CARE (21%) - MENTAL HEALTH (18%) - DIABETES (17%) - HEART DISEASE (16%) - ALSO: CANCER, SMOKING, DRUG ABUSE, DENTAL HEALTH (4%) RISKS IDENTIFIED IN THE COMMUNITY PERCEPTION SURVEY: - LACK OF SERVICES FOR LOW INCOME POPULATION (40%) - LACK OF HEALTHCARE/AFFORDABLE FOOD (27%) - UNEMPLOYMENT (22%) - SUBSTANCE ABUSE (11%) HEALTH RELATED THREATS AS A RESULT OF CHANGES IN COMMUNITY IDENTIFIED IN THE COMMUNITY PERCEPTION SURVEY: - LOSS OF HEALTH INSURANCE/INCREASED INSURANCE COSTS (63%) - JOB LOSS (29%) - MOVING THE HOSPITAL - IMPACT ON ACCESS (5%) - CUTS IN FUNDING (3%) ADDITIONALLY, THE GRDHD FACILITATED TWO COMMUNITY FORUMS HELD IN THE FIRST HALF OF 2012 TO ENGAGE WITH COMMUNITY STAKEHOLDERS AND COLLECTED THEIR INPUT. THE COMMUNITY FORUMS WERE ATTENDED BY BETWEEN 75 AND 100 COMMUNITY MEMBERS REPRESENTING A DIVERSE GROUP OF NON-GOVERNMENTAL ORGANIZATIONS, BUSINESSES, HEALTHCARE INSURERS AND PROVIDERS, AND GOVERNMENT AGENCIES. THE FIRST FORUM WAS DESIGNED TO IDENTIFY HEALTH NEEDS AS WELL AS IDENTIFY ALL RESOURCES CURRENTLY AVAILABLE TO MEET THOSE NEEDS, AND WAS TITLED COMMUNITY HEALTH FORUM. PARTICIPANTS WERE ASKED, "WHAT DO YOU THINK ARE THE PROBLEMS IN DAVIESS COUNTY?" BASED ON STAKEHOLDER INPUT THE FOLLOWING INFORMATION WAS COLLECTED AT THE FIRST COMMUNITY FORUM: HEALTH STATUS CONCERNS - SMOKING/TOBACCO - OVERWEIGHT/OBESITY/NO PHYSICAL ACTIVITY - TEEN PREGNANCY - CRIME/SUBSTANCE ABUSE - STROKE/HYPERTENSION COMMUNITY RISKS: - LACK OF SERVICES (HEALTHCARE, MENTAL HEALTH, HEALTHY FOOD) - UNEMPLOYMENT - BUILT ENVIRONMENT ISSUES - LIGHTS AT GREENBELT, SIDEWALKS, BIKE FRIENDLY STREETS - LIFESTYLE CHOICES - EATING HABITS, SUBSTANCE ABUSE, ALCOHOL USE, TOBACCO USE COMMUNITY THREATS: - UNKNOWN IMPACT OF MEDICAID MANAGED CARE AND HEALTHCARE LEGISLATION - IMPACT OF FUNDING CUTS ON SERVICES AND UNEMPLOYMENT ON ACCESS - LIFESTYLE CHANGES - IMPACT ON HEALTH AND FAMILY AT THE SECOND COMMUNITY FORUM, STAKEHOLDERS WERE PRESENTED COMPLETE RESULTS OF THE SECONDARY DATA ANALYSIS, THE COMMUNITY SURVEY, AND THE STAKEHOLDER INPUT FROM THE COMMUNITY HEALTH FORUM. THEY WERE ASKED TO DISCUSS AND PRIORITIZE BY DOT METHOD THE GREATEST COMMUNITY HEALTH ISSUES BASED ON THE ANALYSIS, COMMUNITY PERCEPTION SURVEY, AND STAKEHOLDER INPUT. THE OUTCOME OF THIS MEETING WAS THE SELECTION OF THE TOP THREE HEALTH ISSUES IN DAVIESS COUNTY: 1. SUBSTANCE ABUSE (ATOD: ALCOHOL, TOBACCO, AND OTHER DRUGS) 2. OBESITY 3. ACCESS TO HEALTH SERVICES OH WAS A PARTICIPANT THROUGHOUT THE MAPP PROCESS, AND SUPPORTS THE OUTCOMES OF THE CHA CONDUCTED BY THE GRDHD. BOTH PRIMARY AND SECONDARY DATA WAS USED IN THIS ANALYSIS. THE SECONDARY DATA WAS DERIVED FROM OH'S HCI-CHNA SYSTEM, WWW.OWENSBORO HEALTH.ORG/HEALTH ASSESSMENT. THE SYSTEM INCLUDES THE MOST UP-TO-DATE PUBLICLY AVAILABLE DATA FOR APPROXIMATELY 140 COMMUNITY INDICATORS FROM OVER 20 SOURCES, COVERING OVER 20 TOPICS IN THE AREAS OF HEALTH, DETERMINANTS OF HEALTH, AND QUALITY OF LIFE. ADDITIONAL PRIMARY DATA CONSISTED OF IN-DEPTH PHONE INTERVIEWS WITH NINE COMMUNITY INFORMANTS INCLUDING A PUBLIC HEALTH EXPERT, PHYSICIAN, PUBLIC SERVANT, AND HEALTHCARE AND SOCIAL SERVICE PROVIDERS WITH EXPERTISE AND SPECIAL KNOWLEDGE REGARDING THE NEEDS IN THE COMMUNITY WAS SOUGHT ONCE THE COMMUNITY PRIORITY AREAS WERE NAMED IN AN EFFORT TO PROVIDE AN EVEN DEEPER UNDERSTANDING OF THE HEALTH NEEDS IN THE COMMUNITY. THE ADDITIONAL DATA COLLECTION REVEALED ADDITIONAL COMMUNITY NEEDS FROM THE ANALYSIS THAT WHILE NOT SELECTED AS PRIORITY HEALTH NEEDS WERE SO CLOSELY INTERRELATED AND INFLUENTIAL TO THE NAMED PRIORITY AREAS THOSE NEEDS WERE OFFERED AS ADDITIONAL AREAS OF CONCERN: CANCER, HEART DISEASE, IMMUNIZATION AND INFECTIOUS DISEASES, MATERNAL, FETAL AND INFANT HEALTH/FAMILY PLANNING, MENTAL HEALTH AND MENTAL DISORDERS, OLDER ADULTS AND AGING, PREVENTION AND SAFETY, RESPIRATORY DISEASES, ECONOMOY: POVERTY AND PUBLIC SAFETY. IN ADDITION TO THE COMMUNITY NEEDS ASSESSMENT PROCESS, THROUGH OUR COMMUNITY BENEFIT GRANT PROGRAM, OH ADDRESSES THE HEALTH NEEDS OF OUR COMMUNITY THOUGH PARTNERSHIP WITH MORE THAN A HUNDRED COMMUNITY AND SOCIAL SERVICE ORGANIZATIONS FROM AROUND THE REGION. TO BE ELIGIBLE FOR FUNDING, POTENTIAL GRANTEES MUST SUBMIT PROPOSALS FOR SPECIFIC PROGRAMS AND SERVICES THAT ADDRESS IDENTIFIED COMMUNITY HEALTH NEEDS SUCH AS THAT CONTAINED IN THE OH CHNA OR THAT ADDRESS ROOT CAUSES OF HEALTH PROBLEMS THAT IMPACT THE HEALTH OF OUR COMMUNITY. TO QUALIFY, ACTIVITIES MUST REFERENCE THE IDENTIFIED HEALTH NEEDS FROM EXISTING NEEDS ASSESSMENTS AND MUST SEEK TO MAKE MEASURABLE IMPROVEMENT IN HEALTH STATUS, ACCESS, OR USE OF HEALTHCARE RESOURCES. PROGRAMS OR PROJECTS MUST ALSO SERVE INDIVIDUALS IN THE OH SERVICE AREA. BY VIRTUE OF ONGOING PARTNERSHIPS WITH THESE ORGANIZATIONS, OH GAINS FIRSTHAND KNOWLEDGE OF THE HEALTH NEEDS OF OUR REGION AND HOW WE CAN WORK COLLABORATIVELY WITH OTHER ORGANIZATIONS TO ADDRESS THESE NEEDS. OH ALSO USES BUSINESS MODELING PRODUCTS FROM THOMSON REUTERS AND THE KENTUCKY HOSPITAL ASSOCIATION FOR ASSESSMENT PURPOSES. MARKET EXPERT: INPATIENT AND OUTPATIENT FORECASTER IS USED TO ACCESS RELIABLE DATA TO MAKE DECISIONS THAT SUPPORT BOTH THE FINANCIAL HEALTH OF OH AND THE HEALTH OF OUR COMMUNITY. THIS INCLUDES DATA HEALTH STATUS D
form 990, schedule H, part vi, line 3Patient education of eligibility for assistance THE HOSPITAL EDUCATES THE PATIENTS IN A VARIETY OF WAYS. THE HOSPITAL HAS SIGNAGE AT ACCESS POINTS REGARDING FINANCIAL ASSISTANCE OFFERINGS. THE HOSPITAL HAS FINANCIAL AID APPLICATIONS AVAILABLE AT REGISTRATION AREAS, VIA THE INTERNET AT THE HOSPITAL WEBSITE, VIA PHONE, AND SENT ROUTINELY VIA MAIL TO PATIENTS OF THE HOSPITAL. THE HOSPITAL EMPLOYS FINANCIAL COUNSELORS AND CONTRACTS WITH AN OUTSIDE FIRM TO ENSURE PATIENTS ARE INTERVIEWED AND EVALUATED FOR ELIGIBILITY IN THE FINANCIAL ASSISTANCE PROGRAMS AVAILABLE. ALL SELF-PAY AND BALANCE AFTER INSURANCE ACCOUNTS ARE REVIEWED AND WORKED BY HOSPITAL STAFF TO ENSURE THAT THE PATIENT IS GIVEN EVERY OPPORTUNITY TO APPLY FOR FINANCIAL ASSISTANCE. ADDITIONALLY INFORMATION ABOUT APPLYING for FINANCIAL ASSISTANCE IS INCLUDED ON THE PATIENT STATEMENTS, BILLS, AND LETTERS AND THE PATIENT GUIDE THEY MAY RECEIVE FROM THE HOSPITAL. THE HOSPITAL POLICY FOR FINANCIAL ASSISTANCE INCLUDES THE FOLLOWING: ELIGIBILITY CRITERIA FOR FINANCIAL ASSISTANCE, THE BASIS FOR CALCULATING AMOUNTS CHARGED TO PATIENTS, METHOD FOR APPLYING FOR FINANCIAL ASSISTANCE, MEASURES TO WIDELY PUBLICIZE THE POLICY, WRITTEN POLICY REQUIRING ORGANIZATION TO PROVIDE CARE FOR EMERGENCY MEDICAL CONDITIONS WITHOUT DISCRIMINATION. AS DESCRIBED ABOVE THE ORGANIZATION DOES NOT CHARGE GROSS CHARGES TO PATIENTS AND LIMITS AMOUNTS CHARGED TO PATIENTS ELIGIBLE FOR FINANCIAL ASSISTANCE TO AMOUNTS GENERALLY BILLED TO INDIVIDUALS WHO HAVE INSURANCE RECOVERING SUCH CARE. THE ORGANIZATION DOES NOT ENGAGE IN EXTRAORDINARY COLLECTION ACTIVITY BEFORE EFFORTS TO DETERMINE ELIGIBILITY FOR ASSISTANCE HAVE BEEN MADE.
form 990, schedule h, part vi, line 4Community information THE "PRIMARY SERVICE AREA" FOR THE OWENSBORO HEALTH INC IS DAVIESS COUNTY, KENTUCKY, WHICH ACCOUNTS FOR APPROXIMATELY 67% OF THE HOSPITAL'S INPATIENT ADMISSIONS. OWENSBORO IS THE COUNTY SEAT OF DAVIESS COUNTY, KENTUCKY, AND LIES ON THE SOUTHERN BANKS OF THE OHIO RIVER IN WESTERN KENTUCKY. OH IS THE ONLY HOSPITAL WITHIN ITS PRIMARY SERVICE AREA OF DAVIESS COUNTY. OWENSBORO IS LOCATED 39 MILES SOUTHEAST OF EVANSVILLE, INDIANA, 131 MILES NORTH OF NASHVILLE, TENNESSEE, AND 111 MILES SOUTHWEST OF LOUISVILLE, KENTUCKY. THE TOTAL POPULATION OF DAVIESS COUNTY IS 97,336 ACCORDING TO 2012 CLARITAS DATA. MEDIAN HOUSEHOLD INCOME FOR THE PRIMARY SERVICE AREAS IS $41,946 WITH 3277 FAMILIES LIVING BELOW THE POVERTY LEVEL. OTHER KEY DEMOGRAPHIC AND HEATH INDICATORS CAN BE FOUND ON THE OH WEBSITE WITHIN THE COMMUNITY HEALTH INDICATORS AND DASHBOARD REFERENCED UNDER THE COMMUNITY HEALTH NEEDS ASSESSMENT SECTION OF THIS FORM 990 SCHEDULE H.
form 990, schedule h, part vi, line 5Promotion of community health OH IS NOT JUST THE LARGEST EMPLOYER IN THE REGION; IT IS ALSO THE LARGEST PRIVATE EMPLOYER IN THE COMMONWEALTH OF KENTUCKY WEST OF LOUISVILLE, AND THE 35TH LARGEST IN THE STATE. AS SUCH, WE CONSIDER OUR RESPONSIBILITY TO SERVE AND STRENGTHEN OUR COMMUNITIES IN WAYS MUCH BROADER THAN PROVIDING DIRECT HEALTH SERVICE OR ADDRESSING ONLY "IDENTIFIED HEALTH NEEDS". WE BELIEVE THE SECOND PART OF OUR MISSION PROFESSING TO IMPROVE THE HEALTH OF THE COMMUNITIES WE SERVE OFTEN INVOLVES SUPPORT OF COMMUNITY BUILDING ACTIVITIES INVOLVING PHYSICAL IMPROVEMENTS IN HOUSING, ECONOMIC DEVELOPMENT, COMMUNITY SUPPORT, ENVIRONMENTAL IMPROVEMENTS, LEADERSHIP DEVELOPMENT FOR COMMUNITY MEMBERS, COALITION BUILDING, COMMUNITY HEALTH ADVOCACY AND WORKFORCE DEVELOPMENT. WE BELIEVE THESE IRS CATEGORIZED COMMUNITY BUILDING ACTIVITIES ARE EQUALLY AS IMPORTANT TO OUR CHARITABLE PURPOSES AS ARE OUR COMMUNITY BENEFIT ACTIVITIES. WHERE CASH AND IN-KIND ALLOCATIONS FROM OUR COMMUNITY BENEFIT GRANT PROGRAM ARE MADE FOR COMMUNITY BUILDING PROGRAMS AND ACTIVITIES, WE STILL REQUIRE THESE ORGANIZATIONS TO IDENTIFY ON THEIR PROPOSAL HOW THESE PROGRAMS AND ACTIVITIES ADDRESS ROOT CAUSES OF HEALTH PROBLEMS AND IMPACT THE HEALTH OF OUR COMMUNITY. IN THIS WAY, THEY ARE ALSO ABLE TO UNDERSTAND HOW IMPROVING THE HEALTH OF OUR COMMUNITY CAN BE ACCOMPLISHED IN MANY DIFFERENT WAYS.
form 990, schedule h, part vi, line 6Affiliated health care system OWENSBORO HEALTH MEDICAL GROUP IS A NONPROFIT CORPORATION EXEMPT UNDER 501(C) (3). PRIMARILY PROVIDES OUTPATIENT MEDICAL SERVICES TO MEET THE HEALTHCARE NEEDS OF OUR REGIONAL COMMUNITY, SERVING 11 COUNTIES IN WESTERN KENTUCKY AND SOUTHERN INDIANA. OUR MEDICAL SERVICES ARE DELIVERED BY HIGHLY SKILLED PHYSICIANS ALONG WITH A CARING AND COMPASSIONATE NURSING STAFF. OHMG SUPPORTS OUR CARE TEAMS WITH STATE-OF-THE ART EQUIPMENT TO PROVIDE OUR PATIENTS WITH ADVANCED MEDICAL TREATMENT. THE OH FOUNDATION IS A 501(C) (3) NOT-FOR-PROFIT ORGANIZATION, ESTABLISHED IN 1993 AS A PHILANTHROPIC SUBSIDIARY OF OH. THE MISSION OF THE OH FOUNDATION IS TO PROMOTE VOLUNTEERISM AND PHILANTHROPY TO HEAL THE SICK AND IMPROVE THE HEALTH OF OUR COMMUNITY. THE FOUNDATION'S VISION IS FOR DAVIESS COUNTY TO BECOME THE HEALTHIEST COMMUNITY IN THE STATE OF KENTUCKY. THE FOUNDATION CONDUCTS SPECIAL EVENTS AND FUNDRAISING CAMPAIGNS, AND SEEKS OUT GRANT FUNDING, TO IMPLEMENT AND SUSTAIN LONG-TERM HEALTH INITIATIVES THAT WILL HAVE THE MOST IMPACT ON OUR COMMUNITY. MAJOR PROGRAMS INCLUDE: - THE MCAULEY CLINIC, A FREE CLINIC FOR THE UNINSURED AND UNDERINSURED - MAMMOGRAMS FOR LIFE, WHICH PROVIDES FREE MAMMOGRAMS TO MEDICALLY UNDERSERVED WOMEN - LIFESPRING, A COMBINATION OF EDUCATION, NUTRITION, COMPLEMENTARY SERVICE, REHABILITATION, EXERCISE, AND SUPPORT GROUP SERVICES FOR CANCER SURVIVORS - SCHOOL HEALTH PARTNERSHIP, WHICH PROVIDES A NURSE PRESENCE IN EVERY SCHOOL IN THE COUNTY, AS WELL AS REGULAR HEALTH ASSESSMENTS OF THE STUDENTS - FIT FOR LIFE, A PHYSICAL FITNESS PROGRAM FOR MIDDLE AND HIGH SCHOOL STUDENTS - POWER UP KIDZ, A FITNESS AND NUTRITION EDUCATION PROGRAM DESIGNED TO TEACH KIDS, AGES 9-12, WHO ARE UNDER-ACTIVE AND/OR OVERWEIGHT TO DEVELOP HEALTHY LIFESTYLE HABITS - CAMP WHEEZE AWAY, AN EDUCATIONAL DAY CAMP FOR ASTHMATIC CHILDREN - CARE BEARS FOR KIDS, A PROGRAM THAT PROVIDES A TEDDY BEAR TO COMFORT CHILDREN ADMITTED TO THE OH EMERGENCY DEPARTMENT, SURGERY OR PEDIATRICS - BABY BOXES FOR INFANT IN NEED, A PROGRAM THAT PROVIDES BABY ESSENTIALS FOR NEW MOTHERS TO GET THEM THROUGH THEIR FIRST FEW DAYS AT HOME FROM THE HOSPITAL - TOUCHED BY CANCER SCHOLARSHIP, A SCHOLARSHIP PROGRAM FROM MARY ALICE RIHERD IN MEMORY OF DR. LESLIE M. RIHERD, JR. FOR COLLEGE-BOUND CANCER SURVIVORS DIAGNOSED BEFORE TURNING 21 - THE MITCHELL CANCER CENTER MEDICATION FUND, WHICH PROVIDES FINANCIAL ASSISTANCE TO CANCER PATIENTS WHO CANNOT AFFORD THE MEDICINES NEEDED FOR CONTROLLING OR RELIEVING SYMPTOMS - PULMONARY PALS, A TREATMENT PROGRAM FOR PATIENTS WITH CHRONIC LUNG AILMENTS - THE HOPE FUND, "HELPING OUR PEOPLE IN EMERGENCIES," PROVIDES FINANCIAL, EMOTIONAL, AND SPIRITUAL SUPPORT TO EMPLOYEES OF OH FACING CRISES AND EMERGENCY SITUATIONS. - MEDICUS FUN RUN, A 5K COMMUNITY RUN FUNDED BY CONTRIBUTIONS FROM LOCAL PHYSICIANS - OWENSBORO CANCER RESEARCH PROGRAM (OCRP), A JOINT RESEARCH VENTURE OF OH AND THE UNIVERSITY OF LOUISVILLE'S JAMES GRAHAM BROWN CANCER CENTER, DEVOTED TO UNLOCKING THE POTENTIAL OF PLANT-BASED PHARMACEUTICALS - OCRP INTERNSHIPS, WHICH PROVIDES COLLEGE STUDENTS THE OPPORTUNITY TO WORK ALONGSIDE DOCTORS AND SCIENTISTS ON CUTTING EDGE, PLANT-BASED CANCER RESEARCH - OH HOSPITALITY SUITES, WHICH PROVIDE A TEMPORARY HOME AWAY FROM HOME FOR FAMILIES EXPERIENCING A MEDICAL CRISIS IN ADDITION TO THESE MAJOR PROGRAMS, THE OH FOUNDATION ALSO PROVIDES SUPPORT FOR THE CANCER RESOURCE LIBRARY, OH HEALTHPARK, HEALTHY HORIZONS COMMUNITY COALITION, AS WELL AS MANY SUPPORT GROUPS, CONTINUING EDUCATION PROGRAMS, ETC.
form 990, schedule h, part vi, line 7state filing of community benefit report IN ACCORDANCE WITH ITS BYLAWS, OH PUBLISHES THE OH REPORT TO THE COMMUNITY ANNUALLY. WITHIN THIS ANNUAL REPORT IS DETAILED INFORMATION AND FINANCIAL DATA ABOUT OH COMMUNITY BENEFIT ACTIVITIES AND OUTLAYS. PRIOR TO MAKING THE REPORT AVAILABLE ON THE INTERNET AND THROUGH DIRECT MAIL, OH HOSTS A COMMUNITY EVENT AND PRESENTATION WITH HOSPITAL LEADERS TO UNVEIL IT. OH ALSO VOLUNTARILY SUBMITS ITS COMPREHENSIVE COMMUNITY BENEFIT REPORT TO THE KENTUCKY HOSPITAL ASSOCIATION.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (40 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
American Cancer Society
1302 Frederica StreetOwensboroKY42301131788491501(c)(3)$10,000$0Community Support
American Red Cross
416 W THIRD ST1LOWENSBOROKY42302610944834501(c)(3)$10,990$0Community Support
City of Owensboro
PO BOX 10003OwensboroKY423029003616001888GOVERNMENTAL$7,500$0COMMUNITY SUPPORT
Cliff Hagan Boys & Girls Club
3415 Buckland SqOwensboroKY423015982610663746501(c)(3)$5,250$0Community Support
Care Net Pregnancy Center
P O Box 9525OwensboroKY42302200736119501(c)(3)$13,900$0Community Support
Boulware Mission Inc
731 Hall StreetOwensboroKY423030358610486968501(c)(3)$10,000$0COMMUNITY SUPPORT
International Bluegrass Music Museum
207 East 2nd StreetOwensboroKY42303611229037501(c)(3)$25,000$0COMMUNITY SUPPORT
Casa of Ohio Valley Inc
415 St Ann StOwensboroKY42302611303511501(c)(3)$20,000$0COMMUNITY SUPPORT
Audubon Area Community Service
1650 West Second StOwensboroKY42301237364935501(c)(3)$10,500$0COMMUNITY SUPPORT
Community Dental Clinic
2315 Mayfair Dr Ste 32OwensboroKY42301262343126501(c)(3)$45,000$0COMMUNITY SUPPORT
Riverpark Center
101 Daviess StOwensboroKY423034263611147328501(c)(3)$25,000$0COMMUNITY SUPPORT
Hopkins Co Community Clinic
638 N Franklin StMadisonvilleKY42431061710391501(c)(3)$25,000$0COMMUNITY SUPPORT
Susan G Komen Foundation
4424 Vogel Rd Ste 205EvansvilleIN47715752844632501(c)(3)$15,000$0COMMUNITY SUPPORT
Hopkins Co School System
861 Pride AvenueMadisonvilleKY42431616001319GOVERNMENTAL$8,850$0COMMUNITY SUPPORT
Puzzle Pieces Inc
P O Box 24OwensboroKY42302453042804501(c)(3)$20,500$0COMMUNITY SUPPORT
Hopkins Co Health Department
412 N Kentucky AveMadisonvilleKY42431611155516GOVERNMENTAL$12,621$0COMMUNITY SUPPORT
Daviess Co Diabetes Coalition
1501 Breckenridge StOwensboroKY42303611328046501(c)(3)$20,000$0COMMUNITY SUPPORT
Green River Area Development Dist
300 Gradd WayOwensboroKY42301610706096GOVERNMENTAL$30,000$0COMMUNITY SUPPORT
Daviess County Fiscal Court
P O Box 1716OwensboroKY42302616000155GOVERNMENTAL$27,551$0COMMUNITY SUPPORT
Owensboro Regional Suicide Prevention
991 Bellewood DriveOwensboroKY42420261136007501(c)(3)$6,200$0COMMUNITY SUPPORT
Girls Incorporated
P O Box 1626OwensboroKY42302610706477501(c)(3)$5,528$0COMMUNITY SUPPORT
Green River District Health Department
P O Box 309OwensboroKY423020309611010686GOVERNMENTAL$25,000$0COMMUNITY SUPPORT
Junior Achievement of Western Kentucky
1195 Wing AvenueOwensboroKY42303610564988501(c)(3)$12,882$0COMMUNITY SUPPORT
Owensboro Museum of Science and History
122 East Second StOwensboroKY42303611164857501(c)(3)$23,000$0COMMUNITY SUPPORT
Owensboro Dance Theatre
2705 Breckenridge StOwensboroKY42303611040701501(c)(3)$22,000$0COMMUNITY SUPPORT
Owensboro Museum of Fine Art
901 Frederica StreetOwensboroKY42301611297343501(c)(3)$45,000$0COMMUNITY SUPPORT
Owensboro Symphony Orchestra
211 East 2nd StreetOwensboroKY42303616055984501(c)(3)$17,500$0COMMUNITY SUPPORT
Dale Presbyterian Church
P O Box 426DaleIN47523236393377501(c)(3)$25,000$0Community Support
The Way of Rockport IN
P O Box 506RockportIN47635522608343501(c)(3)$5,414$0COMMUNITY SUPPORT
Wendell Foster's Campus
815 Triplett StreetOwensboroKY42303610490868501(c)(3)$33,600$0Community Support
Green River Area Downsyndrome Association
P O Box 2031OwensboroKY42302611312541501(c)(3)$6,300$0Community Support
Greater Owensboro Young Life
418 West Third StreetOwensboroKY42301840385934501(c)(3)$7,100$0Community Support
WKU Research Foundation Inc
College Hght 11022Bowling GreenKY42101611358086501(c)(3)$7,800$0Community Support
Ohio County Family Wellness Center
301 West Frederica StHartfordKY42347611322569501(c)(3)$9,040$0Community Support
Daviess County Public Schools
P O Box 21510OwensboroKY423041510616001338GOVERNMENTAL$37,000$0COMMUNITY SUPPORT
Owensboro Community and Technical College
1501 Frederica StreetOwensboroKY42301611320380501(c)(3)$95,244$0Community Support
Greater Owensboro Chamber of Commerce
P O Box 825OwensboroKY423020825610299925501(c)(6)$7,540$0Community Support
United Way
P O Box 705OwensboroKY423020705610435444501(c)(3)$75,630$0Community Support
Community Health Charities of Kentucky
310 W Lbrty StSte 714LouisvilleKY40202611202972501(c)(3)$13,812$0Community Support
Owensboro Health Foundation
1201 Pleasant Valley RdOwensboroKY42303611251763501(c)(3)$371,483$0Community Support
FieldValueIRS element (for citing)
Total501c3 Org39Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
Tuition Assistance54$179,361
Patient Medical Fund470$51,548
Cancer Center Medical Fund82$18,517

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceDESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTSFormAndLineReferenceDesc
ExplanationSCHEDULE I, PART I, LINE 2 SERVICES AND ACTIVITIES MUST SERVE INDIVIDUALS IN THE OMHS SERVICE AREA, INCLUDING DAVIESS, HANCOCK, OHIO, HENDERSON, HOPKINS, MCLEAN, MUHLENBERG, BRECKINRIDGE AND WEBSTER COUNTIES IN KENTUCKY OR SPENCER AND PERRY COUNTIES, INDIANA. APPLICATIONS MUST SPECIFICALLY DESCRIBE HOW THE ORGANIZATION'S SERVICES ADDRESS ROOT CAUSES OF HEALTH PROBLEMS AFFECTING THE HEALTH OF OUR COMMUNITY. ELIGIBLE GROUPS INCLUDE ECONOMIC, EDUCATIONAL, CIVIC, ARTS AND CULTURAL ORGANIZATIONS. EDUCATIONAL, CIVIC, ARTS AND CULTURAL ORGANIZATIONS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssfalseWrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Suter Mia
Chief Development Officer$277,935$0$81,969$0$46,661$0$32,746$0$2,376$0$441,687$0$0$0
Chapman William
Staff Psychiatrist$226,522$0$37,338$0$679$0$2,927$0$13,265$0$280,731$0$0$0
Danhauer David E
Chief Medical Info Officer$275,692$0$41,253$0$1,889$0$4,238$0$13,629$0$336,701$0$0$0
Taylor Joseph W
Executive Director, Facilities$156,803$0$24,164$0$1,001$0$0$0$13,938$0$195,906$0$0$0
Terry Tyler
former key employee$0$0$0$0$174,842$0$0$0$0$0$174,842$0$0$0
Igleheart Freda
Director of IT Project Mgmt$143,617$0$21,840$0$1,340$0$0$0$13,540$0$180,337$0$0$0
Barber Jeffrey
President/CEO (until 12/6/13)$638,420$0$178,021$0$124,907$0$69,433$0$23,503$0$1,034,284$0$0$0
Jacildo Ruby
Controller$154,966$0$23,057$0$329$0$3,107$0$7,258$0$188,717$0$0$0
Scherm Michael J MD
Chief Surgical Officer$264,393$0$31,733$0$18,264$0$25,867$0$19,878$0$360,135$0$0$0
Patterson Philip
President / CEO$93,215$0$0$0$106,027$0$13,672$0$3,630$0$216,544$0$0$0
Begley II Ernest E
Chief Legal Officer$260,226$78,661$0$45,730$0$30,642$0$20,090$0$435,349$0$0$0
Hackbarth Jr John
Chief Financial Officer$324,024$0$96,907$0$47,042$0$32,318$0$20,523$0$520,814$0$0$0
Jones Lisa
Vice President of Clinical Svc$193,031$0$58,868$0$29,169$0$23,559$0$22,957$0$327,584$0$0$0
Medley Jr Richard W
Chief Medical Officer$297,029$0$71,928$0$29,008$0$31,796$0$2,171$0$431,932$0$0$0
Mills Michael
Vice President - Ancillary Svc$195,778$0$58,849$0$13,244$0$21,812$0$15,552$0$305,235$0$0$0
Ranallo Russell
Vice President - Financial Svc$228,675$0$70,007$0$29,447$0$27,677$0$20,203$0$376,009$0$0$0
Stogsdill Vicki
Vice President of Nursing Svc$269,061$0$78,300$0$71,252$0$32,900$0$16,434$0$467,947$0$0$0
Strahan Greg
Chief Operations Officer$399,539$0$118,610$0$72,805$0$45,582$0$14,745$0$651,281$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Schedule J, Part I, Line 1aSUPPLEMENTAL COMPENSATION INFORMATION PREVIOUSLY, THE HEALTH CLUB DUES WERE TAXABLE BENEFITS FOR ADMINISTRATION. THIS BENEFIT WAS PHASED OUT FIVE YEARS AGO AND ONLY ONE REMAINS (GRANDFATHERED).
Form 990, Schedule J, Part I, Line 4b457F PLAN TO EXECUTIVES (NONTAXABLE) JEFFREY BARBER $98,637; ERNEST BEGLEY $31,108; JOHN HACKBARTH $27,443; LISA JONES $26,896; RICHARD W. MEDLEY $20,471; MICHAEL MILLS $7,292; RUSS RANALLO $28,375; VICKI STOGSDILL $44,174; GREG STRAHAN $53,106; MIA SUTER $32,951; TERRY W. TYLER $174,842.
Form 990, Schedule J, Part I, Line 7THE SUCCESS SHARING PLAN IS A PROGRAM DESIGNED TO FOCUS ON THE ACCOUNTABILITY OF ALL EMPLOYEES TO INFLUENCE THE FINANCIAL, QUALITY, PATIENT SATISFACTION AND EMPLOYEE DEVELOPMENT GOALS, AND TO REINFORCE THE OH CORE COMMITMENTS (RESPECT, INTEGRITY, INNOVATION, SERVICE, EXCELLENCE AND TEAMWORK) WHILE WORKING TO ACHIEVE THESE GOALS. THE PLAN ACHIEVES THIS BY PROVIDING A DIRECT LINK BETWEEN ACHIEVEMENT OF ORGANIZATIONAL OBJECTIVES AND THE TOTAL COMPENSATION OF THOSE WHOSE DECISIONS AND ACTIONS ARE ACCOUNTABLE FOR THE OUTCOMES WHICH DRIVE THE ORGANIZATION'S SUCCESS. ELIGIBILITY IS BASED ON HOURS WORKED IN THE YEAR; STAFF EMPLOYEES ARE PAID A PRO-RATED AMOUNT OF A DOLLAR MAXIMUM, MANAGEMENT IS PAID A FIXED PERCENTAGE OF ANNUAL SALARY BASED ON LEVEL OF MANAGEMENT. PAYMENT IS PREDICATED ON BOARD APPROVAL.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1Kentucky Economic Development Finance AuthorityBusinessNameLine1
FieldValueIRS element (for citing)
Bond Issuer EIN610600439BondIssuerEIN
CUSIP49126KGX3CUSIPNum
Bond Issued2010-03-03BondIssuedDt
Issue Price$512,772,595IssuePriceAmt
PurposeSEE SCHEDULE K, PART VPurposeDesc
DefeasedYes (true)DefeasedInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Pool FinancingfalsePoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$0RetiredAmt
Bond Defeased$5,885,000BondDefeasedAmt
Total Proceeds$522,468,793TotalProceedsAmt
In Reserve Fund$37,916,350InReserveFundAmt
Capitalized Interest$71,314,017CapitalizedInterestAmt
Refunding Escrow$58,975,719RefundingEscrowAmt
Issuance Costs From Proceeds$8,204,303IssuanceCostsFromProceedsAmt
Credit Enhancement$0CreditEnhancementAmt
Working Capital Expenditures$0WorkingCapitalExpendituresAmt
Capital Expenditures$346,058,405CapitalExpendituresAmt
Other Spent Proceeds$0OtherSpentProceedsAmt
Unspent$0UnspentAmt
Substantial Completion2013SubstantialCompletionYr
Current RefundingYes (true)CurrentRefundingInd
Advance RefundingfalseAdvanceRefundingInd
Final Allocation MadeYes (true)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (true)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed PropertyfalseOwningBondFinancedPropertyInd
Any Lease ArrangementsfalseAnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropfalseMgmtContractBondFincdPropInd
Any Research AgreementsfalseAnyResearchAgreementsInd
Private Bus Use By Others0.00000PrivateBusUseByOthersPct
Private Bus Concerning UBI0.00000PrivateBusConcerningUBIPct
Total Private Business Use0.00000TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt TestfalseBondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed PropfalseChangeInUseBondFinancedPropInd
Remedial Action TakenfalseRemedialActionTakenInd
Procs Nonqualified Bond RemdtdfalseProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T FiledYes (true)Form8038TFiledInd
Variable Rate IssuefalseVariableRateIssueInd
Hedge Identified In Bks And RecfalseHedgeIdentifiedInBksAndRecInd

Hedge Provider Name HedgeProviderName

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1
FieldValueIRS element (for citing)
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGICInd

GIC Provider Name GICProviderName

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1
FieldValueIRS element (for citing)
Gross Proceeds InvestedfalseGrossProceedsInvestedInd
Written Proc To Monitor ReqsfalseWrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionfalseProceduresCorrectiveActionInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE K, PART IFormAndLineReferenceDesc
ExplanationProceeds financed 1)a 9-story replacement acute care hospital, 2)a 4-story support services bldg, 3)a one and a half story central energy plant, 4) parking lot. In addition, proceeds refunded a portion of the Series 2001 Bonds and funded a portion of the Debt Service Reserve Fund. SCHEDULE K, PART V ALTHOUGH OWENSBORO HEALTH DOES NOT HAVE WRITTEN PROCEDURES, WE FOLLOW THE MASTer TRUST INDENTURE AS A GUIDELINE.ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (6 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
Brian E Grant
SIL OF MICHAEL MILLS$100,863Employee Compensationfalse
Jennifer Ranallo
Wife of Russell Ranallo$26,233Employee Compensationfalse
Jeremy Bradford
SIL OF MICHAEL MILLS$105,054Employee Compensationfalse
Mollie M Riddle
Daughter of Michael Mills$41,568Employee Compensationfalse
Virginia Bradford
Daughter of Michael Mills$59,363Employee Compensationfalse
William J Strahan
Son of Greg Strahan$53,446Employee Compensationfalse

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 6VOLUNTEERS VOLUNTEER SERVICES SUPPORT THE MISSION AND GOALS OF OWENSBORO HEALTH, Inc. ("OH"). THEY STAFF THE PATIENT INFORMATION DESK, DELIVER FLOWERS, AND PLAY CRUCIAL ROLE AS LIAISON BETWEEN FAMILIES AND PHYSICIANS IN THE SURGERY WAITING AREAS. VOLUNTEERS ARE AN ESSENTIAL PART OF THE CARE AND COMFORT OH PROVIDES. Form 990, Part VI, Line 2 Family or business relationships MICHAEL SCHERM, KEY EMPLOYEE OF OWENSBORO HEALTH INC., IS THE HUSBAND OF JANICE SCHERM (BOARD OFFICER).
Form 990, Part VI, Line 7aPower to elect or appoint members OH IS GOVERNED BY A FOURTEEN-MEMBER BOARD OF DIRECTORS PURSUANT TO THE CORPORATION'S BYLAWS. THREE (3) DIRECTORS ARE APPOINTED BY THE COUNTY JUDGE/EXECUTIVE OF DAVIESS COUNTY ("COUNTY JUDGE") WITH THE CONSENT OF THE DAVIESS COUNTY FISCAL COURT, THREE (3) DIRECTORS ARE APPOINTED BY THE MAYOR OF THE CITY OF OWENSBORO ("MAYOR") WITH THE CONSENT OF THE BOARD OF THE OWENSBORO CITY COMMISSION, ONE (1) DIRECTOR IS APPOINTED JOINTLY BY THE COUNTY JUDGE AND THE MAYOR, THREE (3) DIRECTOR POSITIONS ARE RESERVED FOR PHYSICIANS WHO ARE MEMBERS OF THE OH ACTIVE MEDICAL STAFF, AND FOUR (4) DIRECTORS ARE ELECTED OR APPOINTED BY THE BOARD OF DIRECTORS FROM THE COMMUNITY. THE BOARD OF DIRECTORS IS RESPONSIBLE FOR OVERSEEING THE MANAGEMENT AND OPERATION OF OH. THE BOARD MEMBERS SERVE THREE-YEAR TERMS, AND CAN SERVE NO MORE THAN THREE (3) CONSECUTIVE TERMS, BUT ARE ELIGIBLE FOR REAPPOINTMENT TO THE BOARD AFTER HAVING BEEN OFF OF THE BOARD FOR AT LEAST ONE (1) YEAR. THE BOARD HAS REGULARLY SCHEDULED MONTHLY MEETINGS.
Form 990, Part VI, Line 7bDecisions reserved to members or stockholders THE FOLLOWING CORPORATE ACTIONS SHALL REQUIRE THE AFFIRMATIVE ACT OF THE FISCAL COURT OF DAVIESS COUNTY ("COUNTY") AND THE COMMISSIONERS OF THE CITY OF OWENSBORO ("CITY") FOLLOWING A RECOMMENDATION THEREFORE BY THE BOARD OF DIRECTORS: (1) THE ADMISSION OF ANY MEMBER TO THE CORPORATION, (2) THE TRANSFER OF ALL, OR SUBSTANTIALLY ALL, OF THE MANAGEMENT RESPONSIBILITY FOR THE CORPORATION TO A NONRELATED PERSON, (3) A MERGER, CONSOLIDATION OR OTHER SIMILAR ACTION THAT IS DILUTIVE OF THE ASSETS OF THE CORPORATION OR THAT ADVERSELY AFFECTS ANY RIGHTS OF THE COUNTY OR CITY PROVIDED FOR IN THE CORPORATION'S ARTICLES OF INCORPORATION OF THE BYLAWS, (4) ANY AMENDMENTS TO ARTICLES 4,5,7,8 AND 10 OF THE ARTICLES OF INCORPORATION; OR ANY AMENDMENT TO SECTION ARTICLES VII OF THE BYLAWS (5) THE DISSOLUTION OF THE CORPORATION, (6) ANY CHANGE OF THE NAME OF THE CORPORATION, (7) THE TRANSFER (IN ONE OR MORE RELATED TRANSACTIONS) DURING ANY TWELVE MONTH PERIOD OF 5% OR MORE OF THE TOTAL ASSETS OF THE CORPORATION TO AN UNAFFILIATED PERSON(S), "TOTAL ASSETS" SHALL MEAN THE AGGREGATE ASSETS FROM THE MOST RECENT FINANCIAL STATEMENTS OF THE CORPORATION.
Form 990, Part VI, Line 11bProcess used to review the Form 990 THE RETURN IS REVIEWED BY JOHN HACKBARTH (CFO), RUBY JACILDO (CONTROLLER), AND DREW MOSS (ACCOUNTING MANAGER) BEFORE IT IS SIGNED. THE CFO INFORMS THE GOVERNING BODY THAT THE 990 IS FILED AND THAT A COPY IS AVAILABLE UPON REQUEST AND/OR GUIDESTAR WEBSITE.
Form 990, Part VI, Line 12cMonitoring and enforcement of compliance with conflict of interest policy UNDER OUR CONFLICT OF INTEREST POLICY (#100-214), EACH BOARD DIRECTOR, OFFICER, MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWER, and key employee IS REQUIRED ANNUALLY TO COMPLETE THE FOLLOWING; (1) CONFIDENTIALITY STATEMENT, (2) DISCLOSURE CERTIFICATE, (3) INDEPENDENCE AND RELATED PARTY QUESTIONNAIRE. THESE DISCLOSURES ARE REVIEWED AND RETAINED BY THE CHIEF LEGAL OFFICER, WHO IS ALSO IN THE APPROVAL CHAIN FOR ALL OH CONTRACTS. ALL COMPLETED CONTRACTS ARE MAINTAINED BY THE LEGAL OFFICE IN A SEARCHABLE DATABASE (THROUGH MEDITRACT). THESE WILL BE REVIEWED AND MAINTAINED BY THE COMPLIANCE OFFICER. THE COMPLIANCE OFFICER ALSO HAS ACCESS TO THE CONTRACT'S DATABASE AND COMPLETES AN OIG SANCTION CHECK FOR NEW CONTRACTS. ONCE THE CONFLICT OF INTEREST DATA HAS BEEN COLLECTED, NEW CONTRACTS WILL BE SCREENED FOR POTENTIAL CONFLICTS OF INTEREST. IN ADDITION, OH MAINTAINS A COMPLIANCE HOTLINE THROUGH WHICH ANYONE WITH KNOWLEDGE OF A CONFLICT OF INTEREST OR IMPROPER VENDOR RELATIONSHIP CAN ANONYMOUSLY REPORT SUSPECTED VIOLATIONS OF OH POLICY. Of THOSE INDIVIDUALS FOUND TO HAVE A CONFLICT OF INTEREST, EMPHASIS IS MADE THAT THEY MAINTAIN IN CONFIDENCE ANY INFORMATION, KNOWLEDGE, OR DOCUMENTS ACQUIRED AS THE RESULT OF THEIR POSITION OR ATTENDANCE.
Form 990, Part VI, Line 15AOFFICES & POSITIONS FOR WHICH PROCESS WAS USED, & YEAR PROCESS WAS BEGUN TOTAL COMPENSATION IS THE SUM OF EACH EXECUTIVE'S BASE SALARY, INCENTIVE OPPORTUNITY, BENEFITS, AND PERQUISITES. -OUR TOTAL COMPENSATION PHILOSOPHY WILL APPLY TO CEO OF THE ORGANIZATION. -CASH COMPENSATION AND BENEFITS PLANS PROVISIONS WILL BE, BASED ON MARKET DATA, COMPETITIVE WITH THOSE HEALTHCARE ORGANIZATIONS WITHIN WHICH WE COMPETE FOR EXECUTIVE TALENT. OUR LABOR MARKET IS DEFINED AS SUCCESSFUL AND COMPARABLY SIZED HEALTHCARE ORGANIZATIONS ON A NATIONAL LEVEL. SUCCESS IS MEASURED IN TERMS OF FINANCIAL AND OPERATIONAL PERFORMANCE AND MARKET LEADERSHIP. -COMPETITIVE POSITIONING OF BASE SALARIES, AS REFLECTED BY THE SALARY RANGE MIDPOINTS, WILL BE AT THE 50TH PERCENTILE. CEO MAY BE PLACED ABOVE OR BELOW THE SALARY RANGE BASED ON THE: CEO'S KNOWLEDGE, COMPETENCIES, AND EXPERIENCE; PERFORMANCE OF THE CEO; THE CEO'S CONTRIBUTION TO THE ORGANIZATION'S OVERALL PERFORMANCE; INTERNAL EQUITY CONSIDERATIONS; THE FINANCIAL RESOURCES AVAILABLE; AND, CEO'S BASE SALARY INCREASES PROVIDED IN THE COMPETITIVE MARKET. -ANNUAL MERIT INCREASE IS BASED ON JOB PERFORMANCE, REVIEWED BY FINANCE COMMITTEE, AND THEN APPROVED BY THE BOARD OF DIRECTORS. -ANNUAL INCENTIVE OPPORTUNITIES WILL BE POSITIONED BETWEEN THE 50TH AND 75TH PERCENTILE DEPENDING ON THE DEGREE TO WHICH PERFORMANCE GOALS ARE MET OR EXCEEDED. TOTAL CASH COMPENSATION, AS REFLECTED BY BASE SALARIES AND ANNUAL INCENTIVES, WILL ALSO BE POSITIONED BETWEEN THE 50TH AND 75TH PERCENTILES AND WILL BE INFLUENCED BY PERFORMANCE RESULTS AS MEASURED AGAINST ESTABLISHED GOALS. INCENTIVE COMPENSATION PLAN REVIEWED BY FINANCE COMMITTEE, THEN APPROVED BY BOARD OF DIRECTORS. -THE ORGANIZATION WILL PROVIDE APPROPRIATE AND COMPETITIVE SUPPLEMENTAL BENEFITS AND PERQUISITES DELIVERED IN A FLEXIBLE STRUCTURE TO ALLOW FOR INDIVIDUAL CHOICE AND BASED ON THE ORGANIZATION'S MISSION AND BUSINESS NEEDS. -OUR EXECUTIVE TOTAL COMPENSATION PLAN WILL BE DESIGNED, MANAGED AND MAINTAINED IN A MANNER THAT WILL: SUPPORT AND COMPLEMENT OUR MISSION, MANAGEMENT PHILOSOPHY, SHORT- AND LONG-TERM BUSINESS STRATEGIES, AND EMPLOYEE RELATIONS GOALS. ATTRACT AND RETAIN EXECUTIVES WITH THE RIGHT SKILLS, ABILITIES AND MOTIVATION TO ACHIEVE OUR BUSINESS OBJECTIVE. ENSURE THE EXECUTIVE TOTAL COMPENSATION IS REASONABLE AND COMPETITIVE. -OUR CASH COMPENSATION AND BENEFITS PLANS WILL BE REVIEWED BY HR CONSULTING FIRM AND ADJUSTED PERIODICALLY TO MEET THE CHANGING BUSINESS AND ORGANIZATIONAL CHARACTERISTICS OF OUR ORGANIZATION AND ITS EXECUTIVE STAFF AS DIRECTED BY THE FINANCE COMMITTEE. FORM 990, PART VI, LINE 15B OFFICES & POSITIONS FOR WHICH PROCESS WAS USED, & YEAR PROCESS WAS BEGUN TOTAL COMPENSATION IS THE SUM OF EACH EXECUTIVE'S BASE SALARY, INCENTIVE OPPORTUNITY, BENEFITS, AND PERQUISITES. -OUR TOTAL COMPENSATION PHILOSOPHY WILL APPLY TO ALL EXECUTIVES OF THE ORGANIZATION. -CASH COMPENSATION AND BENEFITS PLANS PROVISIONS WILL BE, ON AVERAGE, COMPETITIVE WITH THOSE HEALTHCARE ORGANIZATIONS WITHIN WHICH WE COMPETE FOR EXECUTIVE TALENT. OUR LABOR MARKET IS DEFINED AS SUCCESSFUL AND COMPARABLY SIZED HEALTHCARE ORGANIZATIONS ON A NATIONAL LEVEL. SUCCESS IS MEASURED IN TERMS OF FINANCIAL AND OPERATIONAL PERFORMANCE AND MARKET LEADERSHIP. -COMPETITIVE POSITIONING OF BASE SALARIES, AS REFLECTED BY THE SALARY RANGE MIDPOINTS, WILL BE AT THE 50TH PERCENTILE. EXECUTIVES MAY BE PLACED ABOVE OR BELOW THE SALARY RANGE BASED ON THE: EXECUTIVE'S KNOWLEDGE, COMPETENCIES, AND EXPERIENCE; PERFORMANCE OF THE EXECUTIVE'S AREA OF RESPONSIBILITY; THE EXECUTIVE'S CONTRIBUTION TO THE ORGANIZATION'S OVERALL PERFORMANCE; INTERNAL EQUITY CONSIDERATIONS; THE FINANCIAL RESOURCES AVAILABLE; AND, EXECUTIVE BASE SALARY INCREASES PROVIDED IN THE COMPETITIVE MARKET. -ANNUAL INCENTIVE OPPORTUNITIES WILL BE POSITIONED BETWEEN THE 50TH AND 75TH PERCENTILE DEPENDING ON THE DEGREE TO WHICH PERFORMANCE GOALS ARE MET OR EXCEEDED. TOTAL CASH COMPENSATION, AS REFLECTED BY BASE SALARIES AND ANNUAL INCENTIVES, WILL ALSO BE POSITIONED BETWEEN THE 50TH AND 75TH PERCENTILES AND WILL BE INFLUENCED BY PERFORMANCE RESULTS AS MEASURED AGAINST ESTABLISHED GOALS. -THE ORGANIZATION WILL PROVIDE APPROPRIATE AND COMPETITIVE SUPPLEMENTAL BENEFITS AND PERQUISITES DELIVERED IN A FLEXIBLE STRUCTURE TO ALLOW FOR INDIVIDUAL CHOICE AND BASED ON THE ORGANIZATION'S MISSION AND BUSINESS NEEDS. -OUR EXECUTIVE COMPENSATION PLAN WILL BE DESIGNED, MANAGED AND MAINTAINED IN A MANNER THAT WILL: SUPPORT AND COMPLEMENT OUR MISSION, MANAGEMENT PHILOSOPHY, SHORT- AND LONG-TERM BUSINESS STRATEGIES, AND EMPLOYEE RELATION'S GOALS. ATTRACT AND RETAIN EXECUTIVES WITH THE RIGHT SKILLS, ABILITIES AND MOTIVATION TO ACHIEVE OUR BUSINESS OBJECTIVE. ENSURE THE EXECUTIVE TOTAL COMPENSATION IS REASONABLE AND COMPETITIVE. -OUR CASH COMPENSATION AND BENEFITS PLANS WILL BE REVIEWED AND ADJUSTED PERIODICALLY TO MEET THE CHANGING BUSINESS AND ORGANIZATIONAL CHARACTERISTICS OF OUR ORGANIZATION AND ITS EXECUTIVE STAFF. THE COMPENSATION OF EACH INDIVIDUAL EXECUTIVE WILL BE REVIEWED AND APPROVED IN A MANNER CONSISTENT WITH THE INTERMEDIATE SANCTION TAX REGULATIONS.
Form 990, Part VI, Line 19AVAILABILITY OF GOVERNMENT DOCUMENTS, CONFLICT OF INTEREST POLICY & FIN stmts to general public DOCUMENTS AND POLICIES ARE MADE AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9APENSION PLAN MARKET ADJUSTMENT $ 9,422,095 REVENUE-OWENSBORO MEDICAL CENTER LAB ($ 800,840) INVESTMENT IN OCHN $ 27,349 OTHER ($ 276) TOTAL $ 8,648,328

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Total IncomeTotalIncomeAmt
Commonwealth Medical Management LLC
1201 Pleasant Valley RoadOwensboroKY42303204796653PHYS CLNC SRVKY$30,000NA
Kentucky bioprocessing llc
3700 airpark driveowensboroKY42301204545241plant bsd prtKYna$20,246,000

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrganizationControlledOrganizationInd
Foundation for Health Inc
1201 Pleasant Valley RoadOwensboroKY42303611251763HealthcareKY501(c)(3)7OHYes (true)
Owensboro Health Medical Group Inc
1201 Pleasant Valley RoadOwensboroKY42303611197638HealthcareKY501(c)(3)9OHYes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Owensboro Am Sr FacBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line11000 BrkrgAddressLine1
CityOwensboroCity
StateKYState
ZIP Code42303ZIPCode
FieldValueIRS element (for citing)
EIN752184992EIN
Primary ActivitiesSurgery CenterPrimaryActivitiesTxt
Legal Domicile StateKYLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1
FieldValueIRS element (for citing)
Predominant Income TypeRelatedPredominantIncomeTypeTxt
Share Of Total Income$565,735ShareOfTotalIncomeAmt
Share Of EOY Assets$4,871,517ShareOfEOYAssetsAmt
Disproportionate AllocationsfalseDisproportionateAllocationsInd
UBI Code V$0UBICodeVAmt
General Or Managing PartnerYes (true)GeneralOrManagingPartnerInd
Ownership0.66500OwnershipPct

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Owensboro Medical Center Laboratory IncBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line11201 Pleasant Valley RoadAddressLine1
CityOwensboroCity
StateKYState
ZIP Code42303ZIPCode
FieldValueIRS element (for citing)
EIN610999592EIN
Primary ActivitiesMed LaboratoryPrimaryActivitiesTxt
Legal Domicile StateKYLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1
FieldValueIRS element (for citing)
Entity TypeC CorpEntityTypeTxt
Share Of Total Income$3,342,724ShareOfTotalIncomeAmt
Share Of EOY Assets$779,473ShareOfEOYAssetsAmt
Ownership1.00000OwnershipPct
Controlled OrganizationYes (true)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (7 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
OWENSBORO HEALTH MEDICAL GROUP INC
j$722,811FMV
OWENSBORO MEDICAL CENTER LAB
p$2,757,074FMV
OWENSBORO HEALTH MEDICAL GROUP INC
p$55,736,722FMV
THE FOUNDATION FOR HEALTH INC
b$362,950FMV
OWENSBORO HEALTH MEDICAL GROUP INC
s$34,904,773FMV
THE FOUNDATION FOR HEALTH INC
c$101,558FMV
OWENSBORO HEALTH MEDICAL GROUP INC
k$1,455,002FMV

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line Referenceschedule r, part IFormAndLineReferenceDesc
Explanationdisregarded entities On January 2, 2014, Kentucky Bioprocessing, LLC sold all of its assets.ExplanationTxt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.