2014-10-15T10:02:00-05:00 2014-05-31 ERNST & YOUNG US LLP 112 MONUMENT CIRCLE SUITE 4000 INDIANAPOLIS IN 46204 990 2013-06-01 611286361 OWENSBORO HEALTH INC % John Hackbarth OWEN 2704172000 1201 Pleasant Valley Road Suite Owensboro KY 42303 John Hackbarth VP/CFO 2014-10-13 JENNIFER D RHODERICK P00395735 2013 2015-11-30 17:44:51Z Philip A Patterson 1201 Pleasant Valley Road Owensboro KY 42303 463754416 false X www.owensborohealth.org X 1995 KY OWENSBORO HEALTH, INC. EXISTS TO HEAL THE SICK AND IMPROVE THE HEALTH OF THE COMMUNITIES WE SERVE. 14 13 3209 182 10732641 1671151 105407 397276673 414101992 7844109 24233240 13333625 11918509 420125558 450359148 2136463 1311854 0 0 169245382 169293816 0 0 0 245749931 275382926 417131776 445988596 2993782 4370552 1059315250 1039815614 660527864 623487254 398787386 416328360 OWENSBORO HEALTH, INC. EXISTS TO HEAL THE SICK AND IMPROVE THE HEALTH OF THE COMMUNITIES WE SERVE. false false 261498808 1311854 418569184 OWENSBORO 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. 261498808 true true false true false false false false false false true false false true true true false true false false false false false false false false true true true true true true false true false false false true false false true false false false false false true true true true false false true 117 0 true 3209 true true true false false false false false false false false false X 14 13 true false false false false true true true true false false false true true true true true true true true true KY X John Hackbarth 2704174814 1201 Pleasant Valley Road Owensboro KY 42303 Bea Charles MD Board Member, Secretary 3.0 0.0 X X 0 0 0 Blazar Suzanne Northern Board Member 3.0 0.0 X 0 0 0 Henderson George Vice Chairman (until 10/2013) 3.0 1.0 X X 0 0 0 Knight Robert MD Board Member 3.0 0.0 X 0 0 0 Nunley Deborah Chairman 3.0 1.0 X X 0 0 0 Presser Ron Board Member 3.0 0.0 X 0 0 0 Rice Jeff Board Member 3.0 0.0 X 0 0 0 Scherm Janice Secretary 3.0 0.0 X X 0 0 0 Woodward Terry Board Member 3.0 0.0 X 0 0 0 Meyer Tom Board Member (as of 11/2013) 3.0 0.0 X 0 0 0 Carpenter Jeff Board Member 3.0 3.0 X 0 0 Harris Suzanne BOARD MEMBER 3.0 0.0 X 0 0 Millsap Mark BOARD MEMBER 3.0 0.0 X 0 0 Wells Jack BOARD MEMBER, VICE CHAIRMAN 3.0 1.0 X X 0 0 Yeiser Michael BOARD MEMBER 3.0 0.0 X 0 0 Barber Jeffrey President/CEO (until 12/6/13) 40.0 10.0 X 941348 0 92936 Patterson Philip President / CEO 40.0 10.0 X 199242 0 17302 Hackbarth Jr John Chief Financial Officer 47.0 3.0 X 467973 0 52841 Suter Mia Chief Development Officer 40.0 10.0 X 406565 0 35122 Scherm Michael J MD Chief Surgical Officer 45.0 5.0 X 314390 0 45745 Begley II Ernest E Chief Legal Officer 40.0 10.0 X 384617 0 50732 Jones Lisa Vice President of Clinical Svc 40.0 10.0 X 281068 0 46516 Medley Jr Richard W Chief Medical Officer 40.0 10.0 X 397965 0 33967 Mills Michael Vice President - Ancillary Svc 40.0 10.0 X 267871 0 37364 Ranallo Russell Vice President - Financial Svc 40.0 10.0 X 328129 0 47880 Stogsdill Vicki Vice President of Nursing Svc 40.0 10.0 X 418613 0 49334 Strahan Greg Chief Operations Officer 47.0 3.0 X 590954 0 60327 Chapman William Staff Psychiatrist 40.0 0.0 X 264539 0 16192 Danhauer David E Chief Medical Info Officer 40.0 10.0 X 318834 0 17867 Taylor Joseph W Executive Director, Facilities 40.0 10.0 X 181968 0 13938 Igleheart Freda Director of IT Project Mgmt 40.0 10.0 X 166797 0 13540 Jacildo Ruby Controller 40.0 10.0 X 178352 0 10365 Terry Tyler former key employee 0.0 0.0 X 174842 0 0 6284067 0 641968 90 true true false CEP AMERICA 2100 POWELL ST SUITE 920 EMERYVILLE CA 946081803 ER COVERAGE 1656426 WYATT TARRANT COMBS 500 WEST JEFFERSON ST SUITE 2800 LOUISVILLE KY 40202 LEGAL SERVICES 1492716 OBHG KENTUCKY PSC 10 CENTIMETERS DRIVE MAULDIN SC 29662 OB SERVICES 1390732 EXECUTIVE HEALTH RESOURCE PO BOX 822688 PHILADELPHIA PA 191822688 COMPLIANCE SERVICE 1293081 CROTHALL LAUNDRY SERVICE 13028 COLLECTION CENTER DRIVE CHICAGO IL 60693 LAUNDRY SERVICES 1142646 54 0 101558 3849 0 105407 OTHER INSURANCE PAYMENTS 621110 226331698 226331698 0 0 MEDICARE/MEDICAID PAYMENT 621110 188102042 188102042 0 0 REVENUE - OWENSBORO AMBULATORY SURGICAL 621110 581803 581803 0 0 REVENUE - CANCER RESEARCH 621110 -913551 -913551 0 0 414101992 3069363 3069363 0 0 1771807 418115 1353692 0 1353692 1353692 6196720 27652733 12685576 6196720 14967157 21163877 7198342 13965535 0 0 508067 291577 216490 216490 KENTUCKY BIO PROCESSING 541700 4211881 884795 3327086 0 CAFETERIA & VENDING MACHINE REVENUE 721110 2305255 0 0 2305255 LAUNDRY, CATERING & OTHER 990T 812300 207213 0 207213 0 3623978 3623978 10348327 450359148 418610765 10732641 20910335 1241789 1241789 70065 70065 0 0 0 0 5743645 0 5743645 0 386527 292064 94463 0 123851328 93904815 29946513 0 10964073 7945603 3018470 0 19110398 13849200 5261198 0 9237845 6845660 2392185 0 9596338 4446497 5149841 0 1664528 0 1664528 0 266113 0 266113 0 18462 0 18462 0 0 0 393382 393382 0 33881700 21936274 11945426 0 1667714 12493 1655221 0 6951505 2012069 4939436 0 8138190 874752 7263438 0 150175 71016 79159 0 7932923 1202890 6730033 0 846632 272878 573754 0 0 0 0 0 219286 57049 162237 0 32883885 0 32883885 0 0 0 0 0 53319251 0 53319251 0 5405109 896 5404213 0 MEDICAL SUPPLIES 70988433 70869278 119155 0 BAD DEBT EXPENSE 29732797 29732797 0 PROVIDER TAX 3838778 3838778 0 DIETARY 2741023 1953912 787111 0 4746702 68033 4678669 445988596 261498808 184489788 0 0 10101 10853 54532284 23428281 0 0 119108948 139622912 138131 0 0 0 114504 118782 9278834 8485782 11532671 10985581 801059357 200703851 603645822 600355506 160144343 163778364 0 0 25576897 24822801 12431777 11328434 62800938 56878318 1059315250 1039815614 62432494 50668480 0 0 6253420 6167162 507370881 496175636 0 0 0 0 3095888 0 0 0 81375181 70475976 660527864 623487254 X 398787386 416328360 0 0 0 0 398787386 416328360 1059315250 1039815614 X 4370552 4522094 8648328 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false 0 false 0 false 0 false 0 true 58105 false 0 true 18462 76567 false SCHEDULE C, PART II-B, LINE 1I POLITICAL 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. 15061049 15061049 534470069 63881691 470588378 238147190 136822160 101325030 13381049 13381049 600355506 Cost of Issuance Series A 2010 2324713 Cost of Issuance Series B 2010 260768 LTD Use Assets from Series A&B 53942296 Key Executive Plan 350541 56878318 0 Due to Third Party Payors 17773635 Accrued Pension 36910693 Workman's Comp Reserve 5605210 Malpractice Reserve 9539853 Other Liabilities 646585 70475976 X ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES form 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. true true X true X 225. true X 375. true true false true true 19891834 1950632 17941202 0.04310 60999239 43245572 17753667 0.04270 80891073 45196204 35694869 0.08580 1473272 1636 1471636 0.00350 221338 0 221338 0.00050 1518472 695217 823255 0.00190 602277 602277 0.00140 3815359 696853 3118506 0.00730 84706432 45893057 38813375 0.09310 1 25000 20000 20000 0.00000 1 30 61000 61000 0.00000 2 25030 81000 81000 0.00000 false 29732797 14866399 117725484 150332994 -32607510 X true true OWENSBORO CHN Provider Network 0.50000 0.50000 1 1 Owensboro Health Inc 1201 Pleasant Valley Road Owensboro KY 42303 www.owensborohealth.org 100092 X X X OWENSBORO HEALTH INC 1 true X X X X X X X X X 12 true false true X WWW.OWENSBOROHEALTH.ORG X X X X X X true false true true 225. true 375. true X X X X X X true true X X X X X X X true false X X X X true X false false FORM 990, SCHEDULE H, PART V, SECTION B, LINE 3 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 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. 1 OWENSBORO AMBULATORY SURGICAL FACILITY 1201 Pleasant Valley Road Owensboro KY 42303 Ambulatory Surgery Center form Schedule H, Part I, Line 7 Bad 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 II Community 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 4 Text of bad debt expense footnote SEE AUDITED FINANCIAL STATEMENTS (FOOTNOTE 8, PAGE 20). Form 990, Schedule H, Part III, Line 8 Treatment 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 9 Applicaton 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 2 needs 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 3 Patient 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 4 Community 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 5 Promotion 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 6 Affiliated 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 7 state 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. true American Cancer Society 1302 Frederica Street Owensboro KY 42301 131788491 501(c)(3) 10000 0 Community Support American Red Cross 416 W THIRD ST1L OWENSBORO KY 42302 610944834 501(c)(3) 10990 0 Community Support City of Owensboro PO BOX 10003 Owensboro KY 423029003 616001888 GOVERNMENTAL 7500 0 COMMUNITY SUPPORT Cliff Hagan Boys & Girls Club 3415 Buckland Sq Owensboro KY 423015982 610663746 501(c)(3) 5250 0 Community Support Care Net Pregnancy Center P O Box 9525 Owensboro KY 42302 200736119 501(c)(3) 13900 0 Community Support Boulware Mission Inc 731 Hall Street Owensboro KY 423030358 610486968 501(c)(3) 10000 0 COMMUNITY SUPPORT International Bluegrass Music Museum 207 East 2nd Street Owensboro KY 42303 611229037 501(c)(3) 25000 0 COMMUNITY SUPPORT Casa of Ohio Valley Inc 415 St Ann St Owensboro KY 42302 611303511 501(c)(3) 20000 0 COMMUNITY SUPPORT Audubon Area Community Service 1650 West Second St Owensboro KY 42301 237364935 501(c)(3) 10500 0 COMMUNITY SUPPORT Community Dental Clinic 2315 Mayfair Dr Ste 32 Owensboro KY 42301 262343126 501(c)(3) 45000 0 COMMUNITY SUPPORT Riverpark Center 101 Daviess St Owensboro KY 423034263 611147328 501(c)(3) 25000 0 COMMUNITY SUPPORT Hopkins Co Community Clinic 638 N Franklin St Madisonville KY 42431 061710391 501(c)(3) 25000 0 COMMUNITY SUPPORT Susan G Komen Foundation 4424 Vogel Rd Ste 205 Evansville IN 47715 752844632 501(c)(3) 15000 0 COMMUNITY SUPPORT Hopkins Co School System 861 Pride Avenue Madisonville KY 42431 616001319 GOVERNMENTAL 8850 0 COMMUNITY SUPPORT Puzzle Pieces Inc P O Box 24 Owensboro KY 42302 453042804 501(c)(3) 20500 0 COMMUNITY SUPPORT Hopkins Co Health Department 412 N Kentucky Ave Madisonville KY 42431 611155516 GOVERNMENTAL 12621 0 COMMUNITY SUPPORT Daviess Co Diabetes Coalition 1501 Breckenridge St Owensboro KY 42303 611328046 501(c)(3) 20000 0 COMMUNITY SUPPORT Green River Area Development Dist 300 Gradd Way Owensboro KY 42301 610706096 GOVERNMENTAL 30000 0 COMMUNITY SUPPORT Daviess County Fiscal Court P O Box 1716 Owensboro KY 42302 616000155 GOVERNMENTAL 27551 0 COMMUNITY SUPPORT Owensboro Regional Suicide Prevention 991 Bellewood Drive Owensboro KY 42420 261136007 501(c)(3) 6200 0 COMMUNITY SUPPORT Girls Incorporated P O Box 1626 Owensboro KY 42302 610706477 501(c)(3) 5528 0 COMMUNITY SUPPORT Green River District Health Department P O Box 309 Owensboro KY 423020309 611010686 GOVERNMENTAL 25000 0 COMMUNITY SUPPORT Junior Achievement of Western Kentucky 1195 Wing Avenue Owensboro KY 42303 610564988 501(c)(3) 12882 0 COMMUNITY SUPPORT Owensboro Museum of Science and History 122 East Second St Owensboro KY 42303 611164857 501(c)(3) 23000 0 COMMUNITY SUPPORT Owensboro Dance Theatre 2705 Breckenridge St Owensboro KY 42303 611040701 501(c)(3) 22000 0 COMMUNITY SUPPORT Owensboro Museum of Fine Art 901 Frederica Street Owensboro KY 42301 611297343 501(c)(3) 45000 0 COMMUNITY SUPPORT Owensboro Symphony Orchestra 211 East 2nd Street Owensboro KY 42303 616055984 501(c)(3) 17500 0 COMMUNITY SUPPORT Dale Presbyterian Church P O Box 426 Dale IN 47523 236393377 501(c)(3) 25000 0 Community Support The Way of Rockport IN P O Box 506 Rockport IN 47635 522608343 501(c)(3) 5414 0 COMMUNITY SUPPORT Wendell Foster's Campus 815 Triplett Street Owensboro KY 42303 610490868 501(c)(3) 33600 0 Community Support Green River Area Downsyndrome Association P O Box 2031 Owensboro KY 42302 611312541 501(c)(3) 6300 0 Community Support Greater Owensboro Young Life 418 West Third Street Owensboro KY 42301 840385934 501(c)(3) 7100 0 Community Support WKU Research Foundation Inc College Hght 11022 Bowling Green KY 42101 611358086 501(c)(3) 7800 0 Community Support Ohio County Family Wellness Center 301 West Frederica St Hartford KY 42347 611322569 501(c)(3) 9040 0 Community Support Daviess County Public Schools P O Box 21510 Owensboro KY 423041510 616001338 GOVERNMENTAL 37000 0 COMMUNITY SUPPORT Owensboro Community and Technical College 1501 Frederica Street Owensboro KY 42301 611320380 501(c)(3) 95244 0 Community Support Greater Owensboro Chamber of Commerce P O Box 825 Owensboro KY 423020825 610299925 501(c)(6) 7540 0 Community Support United Way P O Box 705 Owensboro KY 423020705 610435444 501(c)(3) 75630 0 Community Support Community Health Charities of Kentucky 310 W Lbrty StSte 714 Louisville KY 40202 611202972 501(c)(3) 13812 0 Community Support Owensboro Health Foundation 1201 Pleasant Valley Rd Owensboro KY 42303 611251763 501(c)(3) 371483 0 Community Support 39 1 Tuition Assistance 54 179361 Patient Medical Fund 470 51548 Cancer Center Medical Fund 82 18517 DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS SCHEDULE 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. X false true X false true false false false false false true false Suter Mia Chief Development Officer 277935 0 81969 0 46661 0 32746 0 2376 0 441687 0 0 0 Chapman William Staff Psychiatrist 226522 0 37338 0 679 0 2927 0 13265 0 280731 0 0 0 Danhauer David E Chief Medical Info Officer 275692 0 41253 0 1889 0 4238 0 13629 0 336701 0 0 0 Taylor Joseph W Executive Director, Facilities 156803 0 24164 0 1001 0 0 0 13938 0 195906 0 0 0 Terry Tyler former key employee 0 0 0 0 174842 0 0 0 0 0 174842 0 0 0 Igleheart Freda Director of IT Project Mgmt 143617 0 21840 0 1340 0 0 0 13540 0 180337 0 0 0 Barber Jeffrey President/CEO (until 12/6/13) 638420 0 178021 0 124907 0 69433 0 23503 0 1034284 0 0 0 Jacildo Ruby Controller 154966 0 23057 0 329 0 3107 0 7258 0 188717 0 0 0 Scherm Michael J MD Chief Surgical Officer 264393 0 31733 0 18264 0 25867 0 19878 0 360135 0 0 0 Patterson Philip President / CEO 93215 0 0 0 106027 0 13672 0 3630 0 216544 0 0 0 Begley II Ernest E Chief Legal Officer 260226 78661 0 45730 0 30642 0 20090 0 435349 0 0 0 Hackbarth Jr John Chief Financial Officer 324024 0 96907 0 47042 0 32318 0 20523 0 520814 0 0 0 Jones Lisa Vice President of Clinical Svc 193031 0 58868 0 29169 0 23559 0 22957 0 327584 0 0 0 Medley Jr Richard W Chief Medical Officer 297029 0 71928 0 29008 0 31796 0 2171 0 431932 0 0 0 Mills Michael Vice President - Ancillary Svc 195778 0 58849 0 13244 0 21812 0 15552 0 305235 0 0 0 Ranallo Russell Vice President - Financial Svc 228675 0 70007 0 29447 0 27677 0 20203 0 376009 0 0 0 Stogsdill Vicki Vice President of Nursing Svc 269061 0 78300 0 71252 0 32900 0 16434 0 467947 0 0 0 Strahan Greg Chief Operations Officer 399539 0 118610 0 72805 0 45582 0 14745 0 651281 0 0 0 Form 990, Schedule J, Part I, Line 1a SUPPLEMENTAL 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 4b 457F 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 7 THE 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. A Kentucky Economic Development Finance Authority 610600439 49126KGX3 2010-03-03 512772595 SEE SCHEDULE K, PART V true false false A 0 5885000 522468793 37916350 71314017 58975719 8204303 0 0 346058405 0 0 2013 true false true true A false false false false 0.00000 0.00000 0.00000 false false false false A true false false 0 false 0 false false A false SCHEDULE K, PART I Proceeds 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. Brian E Grant SIL OF MICHAEL MILLS 100863 Employee Compensation false Jennifer Ranallo Wife of Russell Ranallo 26233 Employee Compensation false Jeremy Bradford SIL OF MICHAEL MILLS 105054 Employee Compensation false Mollie M Riddle Daughter of Michael Mills 41568 Employee Compensation false Virginia Bradford Daughter of Michael Mills 59363 Employee Compensation false William J Strahan Son of Greg Strahan 53446 Employee Compensation false FORM 990, PART I, LINE 6 VOLUNTEERS 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 7a Power 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 7b Decisions 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 11b Process 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 12c Monitoring 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 15A 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 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 19 AVAILABILITY 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 9A PENSION PLAN MARKET ADJUSTMENT $ 9,422,095 REVENUE-OWENSBORO MEDICAL CENTER LAB ($ 800,840) INVESTMENT IN OCHN $ 27,349 OTHER ($ 276) TOTAL $ 8,648,328 Commonwealth Medical Management LLC 1201 Pleasant Valley Road Owensboro KY 42303 204796653 PHYS CLNC SRV KY 30000 NA Kentucky bioprocessing llc 3700 airpark drive owensboro KY 42301 204545241 plant bsd prt KY 20246000 na Foundation for Health Inc 1201 Pleasant Valley Road Owensboro KY 42303 611251763 Healthcare KY 501(c)(3) 7 OH true Owensboro Health Medical Group Inc 1201 Pleasant Valley Road Owensboro KY 42303 611197638 Healthcare KY 501(c)(3) 9 OH true Owensboro Am Sr Fac 1000 Brkrg Owensboro KY 42303 752184992 Surgery Center KY NA Related 565735 4871517 false 0 true 0.66500 Owensboro Medical Center Laboratory Inc 1201 Pleasant Valley Road Owensboro KY 42303 610999592 Med Laboratory KY NA C Corp 3342724 779473 1.00000 true true true true false false false false false false true true false false false false true false false true OWENSBORO HEALTH MEDICAL GROUP INC j 722811 FMV OWENSBORO MEDICAL CENTER LAB p 2757074 FMV OWENSBORO HEALTH MEDICAL GROUP INC p 55736722 FMV THE FOUNDATION FOR HEALTH INC b 362950 FMV OWENSBORO HEALTH MEDICAL GROUP INC s 34904773 FMV THE FOUNDATION FOR HEALTH INC c 101558 FMV OWENSBORO HEALTH MEDICAL GROUP INC k 1455002 FMV schedule r, part I disregarded entities On January 2, 2014, Kentucky Bioprocessing, LLC sold all of its assets.