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THESE INCLUDED MEETING WITH LOCAL, STATE, AND FEDERAL LEGISLATORS, THEIR STAFF AND OTHER GOVERNMENTAL OFFICIALS; AND COMMUNICATIONS TO LEGISLATORS ADVOCATING POSITIONS ON LEGISLATION. 18349427 18349427 394042278 275960073 118082205 20314234 15001494 5312740 321017632 258903126 62114506 54463605 54463605 258322483 BOARD DESIGNATED ASSET 371146 ASSETS HELD IN TRUST 10155775 LT DUE FROM AFFILIATES 100480952 OTHER RECEIVABLES 1402233 DEFERRED FINANCING COSTS 1186162 DUE FROM THIRD PARTIES 14887700 128483968 0 LONG TERM NOTES 129905843 CURRENT MATURITIES OF LT DEBT 13442332 OTHER LIABILITIES 10764100 PAYABLE TO THIRD-PARTY PAYORS 13298408 167410683 X CONSOLIDATED AUDIT FOOTNOTE FOR FIN 48 (ASC 740) SCHEDULE D, PART X, LINE 2 ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES, CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. ASC 740 ALSO PROVIDES GUIDANCE ON DERECOGNITION, MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE, AND TRANSITION. THE GUIDANCE IS APPLICABLE TO PASS-THROUGH ENTITIES AND TAX-EXEMPT ORGANIZATIONS. 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GENERAL MEDICAL & SURGICAL SCHEDULE H, PART I, LINE 7 THE AMOUNTS REPORTED IN THE TABLE WERE CALCULATED USING THE ORGANIZATION'S COST ACCOUNTING SYSTEM. SCHEDULE H, PART I, LINE 7G SUBSIDIZED HEALTH SERVICES NO COSTS ATTRIBUTABLE TO PHYSICIAN CLINICS WERE INCLUDED. COMMUNITY BUILDING ACTIVITIES SCHEDULE H, PART II COVENANT HEALTH SYSTEM (CHS) IS COMMITTED TO SERVING ITS COMMUNITIES WITH AN EMPHASIS ON PROVIDING OPTIMAL HEALTHCARE SERVICES AND PROGRAMS BY DEDICATING ITS EFFORTS TO ASSIST ALL PERSONS REGARDLESS OF THEIR AGE, SEX, CREED, DISABILITY, NATIONAL ORIGIN OR FINANCIAL STATUS. THE VISION OF CHS IS TO BRING PEOPLE TOGETHER TO PROVIDE COMPASSIONATE CARE, PROMOTE HEALTH IMPROVEMENT, AND CREATE HEALTHY COMMUNITIES. DURING THE YEAR, THE EMPLOYEES OF CHS HAVE VOLUNTEERED COUNTLESS HOURS TO VARIOUS COMMUNITY-BASED ORGANIZATIONS, PROFESSIONAL ORGANIZATIONS, AND VOLUNTEERED WITH LOCAL NON-PROFIT ORGANIZATIONS TO IMPROVE HEALTH AND QUALITY OF LIFE IN OUR COMMUNITY. SCHEDULE H, PART III, SECTION A, LINE 2 DISCOUNTS ON PATIENT ACCOUNTS IN BAD DEBT: THE ORGANIZATION ANALYZES ITS HISTORICAL EXPERIENCE AND TRENDS TO ESTIMATE THE APPROPRIATE BAD DEBT EXPENSE. DISCOUNTS AND PAYMENTS ON PATIENT ACCOUNTS ARE RECORDED PRIOR TO CALCULATING BAD DEBT EXPENSE. SCHEDULE H, PART III, SECTION A, LINE 4 PAGE 11 OF THE FINANCIAL STATEMENTS - THE ORGANIZATION RECEIVES PAYMENT FOR SERVICES RENDERED TO PATIENTS FROM FEDERAL AND STATE GOVERNMENTS UNDER THE MEDICARE AND MEDICAID PROGRAMS, PRIVATELY SPONSORED MANAGED CARE PROGRAMS FOR WHICH PAYMENT IS MADE BASED ON TERMS DEFINED UNDER FORMAL CONTRACTS, AND OTHER PAYORS. THE ORGANIZATION BELIEVES THERE ARE NO SIGNIFICANT RISKS ASSOCIATED WITH RECEIVABLES FROM GOVERNMENT PROGRAMS. RECEIVABLES FROM CONTRACTED AND OTHERS ARE FROM VARIOUS PAYORS WHO ARE SUBJECT TO DIFFERING ECONOMIC CONDITIONS, AND DO NOT REPRESENT ANY CONCENTRATED RISKS TO THE ORGANIZATION. THE ORGANIZATION ANALYZES ITS HISTORICAL EXPERIENCE AND IDENTIFIES TRENDS FOR EACH OF ITS MAJOR PAYOR SOURCES OF REVENUE TO ESTIMATE THE APPROPRIATE ALLOWANCE FOR DOUBTFUL ACCOUNTS. SCHEDULE H, PART III, SECTION B, LINE 8 THE ORGANIZATION DOES NOT REPORT MEDICARE REVENUES AND EXPENSES (EXCEPT FOR AMOUNTS REPORTED IN PART I, LINE 7) AS COMMUNITY BENEFIT. MEDICARE COSTS ARE DETERMINED USING THE MEDICARE COST REPORT. THE MEDICARE COST REPORT SUBMITTED FOR THE FISCAL YEAR USES CMS STANDARD COSTING METHODS. THIS METHOD INCLUDES SPECIFIC STEP-DOWN ALLOCATION PROCESSES WHICH ARE APPLIED TO CALCULATE ALLOWABLE MEDICARE COSTS. SCHEDULE H, PART III, SECTION C, LINE 9B COVENANT HEALTH SYSTEM PATIENT ACCOUNTS WERE NOT FORWARDED TO COLLECTION STATUS WHEN THE PATIENT MADE A GOOD FAITH EFFORT TO RESOLVE OUTSTANDING ACCOUNT BALANCES. SUCH EFFORTS INCLUDE APPLYING FOR FINANCIAL ASSISTANCE, NEGOTIATING A PAYMENT PLAN, OR APPLYING FOR MEDICAID COVERAGE. PRIOR TO ADVANCING ANY ACCOUNT FOR EXTERNAL COLLECTION, THE ORGANIZATION PERFORMED AN EVALUATION TO IDENTIFY IF THE ACCOUNTS FOR PATIENTS WHO QUALIFIED FOR FREE CARE (100 PERCENT FINANCIAL ASSISTANCE) WERE WRITTEN OFF AND COLLECTION EFFORTS WERE NOT PURSUED. THE ORGANIZATION'S COLLECTIONS POLICY APPLIED TO ACCOUNTS FOR PATIENTS WHO QUALIFIED FOR A PARTIAL DISCOUNT. COVENANT MEDICAL CENTER (1) AND COVENANT MED. CENTER-LAKESIDE CAMPUS (2) SCHEDULE H, PART V, SECTION B, LINE 3 ALL IDENTIFIED HEALTH NEEDS BASED ON SECONDARY DATA ANALYSIS WERE PRESENTED TO FOCUS GROUPS COMPRISED OF LUBBOCK COMMUNITY HEALTH LEADERS, LUBBOCK COMMUNITY SERVICE ORGANIZATION REPRESENTATIVES, INTERNAL COVENANT DEPARTMENT LEADERS AND THE CB COMMITTEE. COVENANT HEALTH OBTAINED CONSULTATION ON THE COMMUNITY NEEDS ASSESSMENT FROM PUBLIC HEALTH EXPERT CATHERINE F. KINNEY, MSW, PHD. COVENANT MEDICAL GROUP PHYSICIANS WERE ASKED TO COMPLETE AN ON-LINE SURVEY RELATED THE IDENTIFIED NEEDS. THE FEEDBACK RECEIVED FROM THESE GROUPS COMBINED WITH THE SECONDARY DATA ANALYSIS HELPED SHAPE THE FINAL PRIORITIES. COVENANT MEDICAL CENTER (1) AND COVENANT MED. CENTER-LAKESIDE CAMPUS (2) SCHEDULE H, PART V, SECTION B, LINE 4 COVENANT HEALTH'S COMMUNITY HEALTH OUTREACH DEPARTMENT (CHO) CONDUCTS A COMMUNITY NEEDS AND ASSETS ASSESSMENT EVERY THREE YEARS. THIS NEEDS ASSESSMENT IS CONDUCTED AS A SYSTEM WHICH INCLUDES COVENANT MEDICAL CENTER, COVENANT CHILDREN'S HOSPITAL AND COVENANT SPECIALTY HOSPITAL (JOINT VENTURE) ALL LOCATED IN LUBBOCK, TX. COVENANT MEDICAL CENTER (1) AND COVENANT MED. CENTER-LAKESIDE CAMPUS (2) SCHEDULE H, PART V, SECTION B, LINE 5A THE WEB ADDRESS IS: http://www.covenanthealth.org/documents/CHNA-2012-Covenant-Medical-Center- Final-Reviewed.pdf COVENANT MEDICAL CENTER (1) AND COVENANT MED. CENTER-LAKESIDE CAMPUS (2) SCHEDULE H, PART V, SECTION B, LINE 7 HEALTH NEEDS EXPLORED DURING OUR NEEDS ASSESSMENT THAT WERE NOT SELECTED AS A KEY FOCUS AREA FOR COVENANT HEALTH OUTREACH INCLUDED SUBSTANCE ABUSE (LEGAL, ILLICIT, INCLUDING TOBACCO USE), MATERNAL/CHILD HEALTH, CARDIOVASCULAR AND RESPIRATORY DISEASE, AND SEXUALLY TRANSMITTED DISEASE. WHEN APPLYING THE RANKING SYSTEM FOR THE REQUIRED ELEMENTS AND OPTIONAL CONSIDERATIONS THESE HEALTH ISSUES SCORED LOWER. CARDIOVASCULAR, MATERNAL/CHILD HEALTH AND RESPIRATORY NEEDS ARE CURRENTLY WELL ADDRESSED WITHIN COVENANT HEALTH'S AND COVENANT MEDICAL GROUP SERVICE LINES AND THROUGH OTHER COMMUNITY BASED INTERVENTION PROGRAMS. STD PREVENTION WAS NOT SELECTED AS A COVENANT HEALTH PRIORITY HOWEVER WE CONTINUED TO WORK WITH LOCAL AGENCIES FOR WHICH THIS IS A PRIORITY. COVENANT HEALTH ALSO ADDRESSED STD PREVENTION THOUGH AN EDUCATION PROGRAM TITLED "BOY TALK GIRL TALK." COVENANT COMMUNITY OUTREACH CONTINUED TO PARTNER WITH OTHER COMMUNITY OUTREACH PROGRAMS TO SUPPORT THEIR EFFORTS IN ADDRESSING THE COMMUNITY NEEDS THAT WERE NOT SELECTED AS PRIORITIES. ONE SUCH EFFORT IS BY PROVIDING GRANTS FUNDS TO THE LUBBOCK CHILDREN'S HEALTH CLINIC, THE SICK CHILDREN'S CLINIC, CATHOLIC FAMILY SERVICES, AND WOMEN'S PROTECTIVE SERVICES TO HELP ADDRESS A VARIETY OF HEALTH NEEDS AND SOCIAL BARRIERS IN THE COMMUNITY. FOR FURTHER INFORMATION, PLEASE SEE THE IMPLEMENTATION STRATEGY REPORT FOUND AT: http://www.covenanthealth.org/documents/FINAL-CMC-FY12-FY14-CB-Plan-501R-A LIGNMENT-FEB2013.pdf COVENANT MEDICAL CENTER (1) AND COVENANT MED. CENTER-LAKESIDE CAMPUS (2) SCHEDULE H, PART V, SECTION B, LINE 12H THE ORGANIZATION RECOGNIZES THAT A PORTION OF THE UNINSURED OR UNDERINSURED PATIENT POPULATION MAY NOT ENGAGE IN THE TRADITIONAL FINANCIAL ASSISTANCE APPLICATION PROCESS. THEREFORE, THE ORGANIZATION ALSO USES AN AUTOMATED PREDICTIVE SCORING TOOL TO IDENTIFY AND QUALIFY PATIENTS FOR FINANCIAL ASSISTANCE FOR ACCOUNTS THAT ARE INITIALLY CLASSIFIED AS BAD DEBT. COVENANT MEDICAL CENTER (1) AND COVENANT MED. CENTER-LAKESIDE CAMPUS (2) SCHEDULE H, PART V, SECTION B, LINE 14G THE ORGANIZATION POSTS ITS SUMMARIZED FINANCIAL ASSISTANCE NOTICE IN ALL ADMITTING AREAS IN BOTH ENGLISH AND SPANISH AND PROVIDES THE FULL POLICY UPON REQUEST. SUMMARIZED NOTICES OF THE POLICY ARE AVAILABLE ON ITS WEBSITE ALONG WITH CONTACT INFORMATION IN THE EVENT OF ADDITIONAL INQUIRIES. NOTICES OF FINANCIAL ASSISTANCE ARE INCLUDED WITH BILLINGS FOR UNINSURED PATIENTS. BILINGUAL PATIENT ACCOUNT REPRESENTATIVES ARE AVAILABLE TO ADDRESS QUESTIONS AND ASSIST IN THE COMPLETION OF A FINANCIAL ASSISTANCE APPLICATION IN ENGLISH OR SPANISH. COVENANT MEDICAL CENTER (1) AND COVENANT MED. CENTER-LAKESIDE CAMPUS (2) SCHEDULE H, PART V, SECTION B, LINE 18E THE ORGANIZATION POSTS ITS SUMMARIZED FINANCIAL ASSISTANCE NOTICE IN ALL ADMITTING AREAS IN BOTH ENGLISH AND SPANISH AND PROVIDES THE FULL POLICY UPON REQUEST. SUMMARIZED NOTICES OF THE POLICY ARE AVAILABLE ON ITS WEBSITE ALONG WITH CONTACT INFORMATION IN THE EVENT OF ADDITIONAL INQUIRIES. NOTICES OF FINANCIAL ASSISTANCE ARE INCLUDED WITH BILLINGS FOR UNINSURED PATIENTS. BILINGUAL PATIENT ACCOUNT REPRESENTATIVES ARE AVAILABLE TO ADDRESS QUESTIONS AND ASSIST IN THE COMPLETION OF A FINANCIAL ASSISTANCE APPLICATION IN ENGLISH OR SPANISH. COVENANT MEDICAL CENTER (1) AND COVENANT MED. CENTER-LAKESIDE CAMPUS (2) SCHEDULE H, PART V, SECTION B, LINE 20D FOR PATIENTS WITH A FAMILY INCOME BETWEEN 176% AND 300% OF FEDERAL POVERTY GUIDELINES (FPG), THE HOSPITALS FACILITIES USE MEDICARE RATES WHEN CALCULATING THE MAXIMUM AMOUNTS THAT CAN BE CHARGED. FOR CATASTROPHIC CASES WITH A PATIENT RESPONSIBILITY GREATER THAN $75,000, MEDICARE RATES ARE USED TO DETERMINE THE MAXIMUM AMOUNT THAT CAN BE CHARGED. NEEDS ASSESSMENT SCHEDULE H, PART VI, LINE 2 A NEEDS ASSESSMENT IS COMPILED EVERY THREE YEARS WHICH DETAILS OVERARCHING HEALTHCARE CONCERNS FOR TEXAS IN GENERAL AS WELL AS MANY DETAILS AFFECTING THE LUBBOCK COMMUNITY BENEFIT SERVICE AREA IN PARTICULAR. SOME OF THE OTHER SOURCES USED FOR COVENANT'S NEEDS ASSESSMENT INCLUDE: ST. JOSEPH HEALTH SYSTEM'S PRC DATA ASSESSMENT, THE UNITED WAY COMMUNITY STATUS REPORT, AND THE TEXAS DEPARTMENT OF STATE HEALTH SERVICES DATA. THE PROCESS USED FOR THE PRIORITIZATION OF THE PROGRAMS WAS DETERMINED BY GENERAL CONSENSUS. ALL ASSESSMENTS USED FOR THIS PLAN, PRIMARY AND SECONDARY DATA THAT WAS ANALYZED, INDIVIDUAL MEETINGS WITH GROUPS OF STAKEHOLDERS, AND MEMBERS OF THE COMMUNITY BENEFIT COMMITTEE ALL CONFIRMED THE PROGRAMS WHICH ARE PRIORITIZED FOR THIS PLAN. PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE SCHEDULE H, PART VI, LINE 3 THE ORGANIZATION POSTED NOTICES INFORMING THE PUBLIC OF THE FINANCIAL ASSISTANCE PROGRAM. NOTICES WERE POSTED IN HIGH VOLUME INPATIENT AND OUTPATIENT SERVICE AREAS. NOTICES WERE ALSO POSTED AT LOCATIONS WHERE A PATIENT COULD PAY THEIR BILL. NOTICES INCLUDED CONTACT INFORMATION ON HOW A PATIENT COULD OBTAIN MORE INFORMATION ON FINANCIAL ASSISTANCE AS WELL AS WHERE TO APPLY FOR ASSISTANCE. THESE NOTICES WERE POSTED IN ENGLISH AND SPANISH AND ANY OTHER LANGUAGES THAT WERE REPRESENTATIVE OF 5% OR GREATER OF PATIENTS IN THE HOSPITAL'S SERVICE AREA. ALL PATIENTS WHO DEMONSTRATED LACK OF FINANCIAL COVERAGE BY THIRD PARTY INSURERS WERE OFFERED AN OPPORTUNITY TO COMPLETE THE FINANCIAL ASSISTANCE APPLICATION AND WERE OFFERED INFORMATION, ASSISTANCE, AND REFERRAL AS APPROPRIATE TO GOVERNMENT SPONSORED PROGRAMS FOR WHICH THEY MAY HAVE BEEN ELIGIBLE. COMMUNITY INFORMATION SCHEDULE H, PART VI, LINE 4 COVENANT HEALTH IS THE ONLY SJHS MINISTRY PROVIDING SERVICES TO COMMUNITIES IN TWO STATES. COVENANT HEALTH PROVIDES SERVICES IN NEW MEXICO AND DRAWS PATIENTS FROM NEW MEXICO COMMUNITIES INTO LUBBOCK. THE CIRCUMSTANCES OF THESE COMMUNITY MEMBERS PROFOUNDLY IMPACT THE ORGANIZATION AND THE SERVICES IT PROVIDES. COVENANT HEALTH'S COMMUNITY BENEFIT PRIORITIES ADDRESS DUHN POPULATIONS WITHIN BOTH CORE SERVICE AREAS AND SECONDARY SERVICE AREAS FOR COMMUNITY RESIDENTS WHO ARE FACED WITH MULTIPLE HEALTH PROBLEMS AND HAVE LIMITED ACCESS TO TIMELY, HIGH-QUALITY HEALTH CARE. CORE SERVICE AREAS INCLUDE THE TEXAS COUNTIES OF LUBBOCK, BAILEY, LAMB, HALE, FLOYD, MOTLEY, COCHRAN, HOCKLEY, CROSBY, DICKENS, YOAKUM, TERRY, LYNN, GARZA, KENT, GAINES, DAWSON, BORDEN, AND SCURRY. ESPECIALLY WITHIN LUBBOCK, FOUR NEIGHBORHOODS, ARNETT-BENSON, HARWELL, PARKWAY-CHERRY POINT AND DUNBAR-MANHATTAN HEIGHTS, ARE DESIGNATED AS MEDICALLY UNDERSERVED AREAS (MUA'S). SECONDARY SERVICE AREAS INCLUDE PARMER, CASTRO, AND KING COUNTIES IN TEXAS. COVENANT HEALTH COMMUNITY BENEFIT PROGRAMS AND OUTREACH ACTIVITIES ARE FOCUSED ON LOW-INCOME AREAS WITHIN LUBBOCK COUNTY AND THOSE LIVING IN A 60 MILE RADIUS OF THE CITY OF LUBBOCK. THERE IS AN EMPHASIS ON RESIDENTS WHO LIVE WITHIN THE FOLLOWING LUBBOCK ZIP CODES: 79401, 79403, 79404, 79411, 79412 AND 79415. THE REGIONAL COUNTIES TARGETED INCLUDE CROSBY, DAWSON, LAMB, GAINS, AND LYNN. MANY OF THESE COMMUNITIES ARE MEDICALLY UNDERSERVED AREAS (MUA'S) OR PERSISTENT POVERTY AREAS (PPA'S) OR BOTH. THE LUBBOCK ZIP CODES WERE SELECTED DUE TO DATA THAT SHOWS PER CAPITA INCOME IS SIGNIFICANTLY LOWER THAN COUNTY, STATE AND U.S. AVERAGES. THE PERCENTAGE OF CHILDREN, ELDERLY AND INDIVIDUALS BELOW THE POVERTY LEVEL IS SIGNIFICANTLY HIGHER THAN COUNTY, STATE AND U.S. AVERAGES. THE REGIONAL COUNTIES TARGETED SHOW PER CAPITA INCOME IS SIGNIFICANTLY LOWER THAN COUNTY, STATE AND U.S. AVERAGES. THE PERCENTAGE OF RESIDENTS REPORTING SPANISH AS THEIR PRIMARY LANGUAGE IS HIGHER THAN STATE AND U.S. AVERAGE (EXCLUDING TAHOKA WHICH IS LOWER THAN THE STATE AVERAGE BUT HIGHER THAN THE U.S. AVERAGE). THE PERCENTAGE OF CHILDREN BELOW POVERTY LEVEL IS SIGNIFICANTLY HIGHER THAN THE STATE AND U.S. (EXCLUDING TAHOKA WHICH IS LOWER THAN THE STATE AVERAGE BUT HIGHER THAN THE U.S. AVERAGE). THE PERCENTAGE OF RESIDENTS AGED 65+ BELOW THE POVERTY LEVEL IS SIGNIFICANTLY HIGHER IN CROSBYTON AND TAHOKA THAN LUBBOCK COUNTY, STATE AND U.S. AVERAGES. THE FY12-14 COVENANT HEALTH NEEDS ASSESSMENT DATA REFLECTS THE FOLLOWING PERCENTAGES FOR UNINSURED: LUBBOCK COUNTY 31%, CROSBY COUNTY 36%, DAWSON COUNTY 29%, LAMB COUNTY, 33%, GAINES COUNTY 40%, AND LYNN COUNTY 34%. TEXAS AS A WHOLE WAS 30% AND NATIONALLY IT IS 17.5%. LUBBOCK AND THE SURROUNDING REGION ARE SERVED BY TWO MAJOR HOSPITALS, COVENANT HEALTH AND UNIVERSITY MEDICAL CENTER. THERE ARE ALSO A FEW VERY SMALL REGIONAL HOSPITALS OUTSIDE OF LUBBOCK COUNTY WHICH PROVIDE LIMITED SERVICES AND OFTEN TRANSFER PATIENTS TO ONE OF THE TWO LUBBOCK HOSPITALS. PROMOTION OF COMMUNITY HEALTH SCHEDULE H, PART VI, LINE 5 THE GOVERNING BODY IS COMPRISED OF A MAJORITY OF PERSONS WHO RESIDE IN THE HOSPITAL'S PRIMARY SERVICE AREA AND WHO ARE NOT EMPLOYEES, CONTRACTORS, OR FAMILY MEMBERS. THE SUB-COMMITTEE OF THE BOARD OF TRUSTEES, KNOWN AS THE COMMUNITY BENEFIT COMMITTEE, OVERSAW THE DEVELOPMENT AND IMPLEMENTATION OF THE COMMUNITY HEALTH NEEDS ASSESSMENT REPORT AND COMMUNITY BENEFIT PLAN/IMPLEMENTATION STRATEGY REPORT EVERY THREE YEARS, AS WELL AS AN ANNUAL COMMUNITY BENEFIT REPORT. THE COMMITTEE ALSO PROVIDED GENERAL DIRECTION TO COVENANT HEALTH REGARDING: 1) BUDGETING DECISIONS, 2) COMMUNITY BENEFIT PROGRAM CONTENT, 3) COMMUNITY BENEFIT PROGRAM DESIGN, 4) TARGET GEOGRAPHIC/POPULATION, 5) PROGRAM CONTINUATION OR DISCONTINUATION, 6) FUND DEVELOPMENT SUPPORT, AND 7) COMMUNITY-WIDE ENGAGEMENT. MEDICAL STAFF PRIVILEGES ARE EXTENDED TO ALL QUALIFIED PHYSICIANS IN THE COMMUNITY. GIVING BACK TO THE COMMUNITY IS HARDWIRED INTO EVERY ASPECT OF OUR ORGANIZATION. AS A MEMBER OF THE FAITH-BASED HEALTH MINISTRY OF ST. JOSEPH HEALTH SYSTEM, WE PROVIDE FREE AND DISCOUNTED CARE VIA OUR FINANCIAL ASSISTANCE PROGRAM AND HAVE A FUNDING STREAM TO ADDRESS THE NEEDS OF THE ECONOMICALLY POOR AND VULNERABLE IN THE COMMUNITIES WE SERVE. OUR COMMITMENT TO COMMUNITY IS FURTHER DEMONSTRATED THROUGH OUR STRATEGIC COMMUNITY INVESTMENTS. ON AN ANNUAL BASIS, TEN PERCENT OF OUR NET INCOME IS DEVOTED TO FUND COMMUNITY PROGRAMS FOR THE ECONOMICALLY POOR (CARE FOR THE POOR FUNDS). SPECIFICALLY, FUNDS ARE USED FOR OUTREACH PROGRAMS, DEFINED AS THOSE SERVICES THAT ADDRESS A SPECIFIC UNMET HEALTH NEED AND ARE SEPARATE FROM TRADITIONAL ACUTE CARE SERVICES. FUNDS ARE ALSO USED TO PROVIDE GRANTS AND DONATIONS TO COMMUNITY ORGANIZATIONS SERVING THE ECONOMICALLY POOR. THE FOLLOWING PROGRAMS IN FY13 WERE MADE POSSIBLE THROUGH CARE FOR THE POOR FUNDS AND EXEMPLIFY OUR COMMITMENT TO PROMOTE HEALTH AND ACCESS TO THE LOW INCOME AND BROADER COMMUNITY: COMMUNITY DENTAL CLINIC, MOBILE DENTAL CLINIC, HEALTH EDUCATION OUTREACH, COMMUNITY COUNSELING CENTER. THE FOLLOWING PROGRAM IN FY13 WAS MADE POSSIBLE THROUGH CARE FOR THE POOR FUNDS AND EXEMPLIFIES OUR COMMITMENT TO PROMOTE HEALTH ACCESS TO THE LOW-INCOME AND BROADER COMMUNITY: COVENANT BODY MIND INSTITUTE (CHILDHOOD OBESITY PROGRAM). AFFILIATED HEALTH CARE SYSTEM SCHEDULE H, PART VI, LINE 6 COVENANT HEALTH IS A HEALING MINISTRY OF ST. JOSEPH HEALTH SYSTEM, AN INTEGRATED HEALTHCARE DELIVERY SYSTEM SPONSORED BY THE ST. JOSEPH HEALTH MINISTRY. ST. JOSEPH HEALTH SYSTEM IS ORGANIZED INTO THREE REGIONS: NORTHERN CALIFORNIA, SOUTHERN CALIFORNIA, AND WEST TEXAS/EASTERN NEW MEXICO. THE SYSTEM INCLUDES 14 ACUTE CARE HOSPITALS, HOME HEALTH AGENCIES, HOSPICE CARE, OUTPATIENT SERVICES, COMMUNITY CLINICS, AND PHYSICIAN ORGANIZATIONS. EACH ASSOCIATED MINISTRY WORKS TO LIVE OUT ITS MISSION TO EXTEND THE HEALING MINISTRY OF JESUS IN THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE BY CONTINUALLY IMPROVING THE HEALTH AND QUALITY OF LIFE OF THE COMMUNITIES IT SERVES. IN 1986, ST. JOSEPH HEALTH SYSTEM CREATED A PLAN AND BEGAN AN EFFORT TO FURTHER ITS COMMITMENT TO NEIGHBORS IN NEED. WITH A VISION OF REACHING BEYOND THE WALLS OF ITS HEALTHCARE FACILITIES AND TRANSCENDING TRADITIONAL EFFORTS OF PROVIDING FINANCIAL ASSISTANCE FOR THOSE IN NEED OF ACUTE SERVICES, ST. JOSEPH HEALTH SYSTEM CREATED THE ST. JOSEPH HEALTH SYSTEM FOUNDATION TO IMPROVE THE HEALTH OF LOW-INCOME INDIVIDUALS RESIDING IN LOCAL COMMUNITIES. OUR FOUNDATIONAL DOCUMENT, A VISION OF VALUES, FORMALIZES A POLICY THROUGH WHICH THE HOSPITAL MINISTRIES RETURN TEN PERCENT OF THEIR NET INCOME TO THE ST. JOSEPH HEALTH SYSTEM FOUNDATION TO SUPPORT OUTREACH EFFORTS FOR THE MATERIALLY POOR. THE FOUNDATION THEN FUNDS PROGRAMS IN COMMUNITIES SERVED BY ST. JOSEPH HEALTH HOSPITALS THAT EXEMPLIFY THE FOUR CORE VALUES OF ST. JOSEPH HEALTH SYSTEM: SERVICE, EXCELLENCE, DIGNITY, AND JUSTICE. STATE FILING OF COMMUNITY BENEFIT REPORT SCHEDULE H, PART VI, LINE 7 TEXAS true FIRST UNITED METHODIST CHURCH 1411 BROADWAY LUBBOCK TX 79401 501(c)(3) 15000 GRANT FOR TV WORSHIP SERVICE DIOCESE OF LUBBOCK PO BOX 98700 LUBBOCK TX 79416 752773524 501(c)(3) 50000 DONATION TO DIOCESAN CATH APP UNITED WAY 1655 MAIN STREET LUBBOCK TX 79401 750961812 501(c)(3) 40000 PROGRAM SUPPORT SOUTH PLAINS CLOSING THE GAP P-20 COUNCIL PO BOX 41071 LUBBOCK TX 79409 800414487 501(c)(3) 10000 SP GENERATION TX SCHOLARSHIP TEXAS TECH UNIVERSITY BOX 41105 LUBBOCK TX 79409 752668014 501(C)(3) 125000 HEALTHIEST COMM & CHILD OB PRG ST JOSEPH HEALTH SYSTEM FOUNDATION 3345 MICHELSON DR 100 IRVINE CA 92612 330143024 501(c)(3) 676400 CARE FOR THE POOR 6 0 DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS SCHEDULE I, PART I, LINE 2 DONATIONS MADE TO OTHER ORGANIZATIONS ARE APPROVED BY MANAGEMENT TO ENSURE THEY SUPPORT THE MISSION OF COVENANT HEALTH SYSTEM. NO ADDITIONAL MONITORING IS DONE. X X true false true false false false false false false true false RICHARD PARKS 0 652146 0 234300 0 142565 0 10000 0 30943 0 1069954 0 0 TROY THIBODEAUX 395300 0 138228 0 83325 0 10000 0 6503 0 633356 0 0 0 JOHN GRIGSON 375826 0 135979 0 87029 0 10000 0 17705 0 626539 0 0 0 SUSAN NEVES 22763 0 0 0 227645 0 0 0 0 0 250408 0 0 0 STEVEN MCCAMY 338027 0 120670 0 78726 0 10000 0 1348 0 548771 0 0 0 ROXIE TAYLOR 264822 0 101926 0 80451 0 22500 0 6462 0 476161 0 0 0 SHARYN IVORY 21495 0 0 0 214947 0 0 0 0 0 236442 0 0 0 STEVEN BECK 182783 0 68355 0 49777 0 20000 0 14471 0 335386 0 0 0 KAREN BAGGERLY 249039 0 89111 0 66771 0 27500 0 6504 0 438925 0 0 0 CHRIS DOUGHERTY 259053 0 72983 0 54291 0 0 0 14652 0 400979 0 0 0 LAWRENCE MARTINELLI 273520 0 82316 0 56631 0 4430 0 13170 0 430067 0 0 0 CRAIG RHYNE MD 487364 0 176008 0 161900 0 17312 0 19366 0 861950 0 0 0 SHARON CLARK 281091 0 116579 0 64497 0 10000 0 25287 0 497454 0 0 0 JO ANN ESCASA-HAIGH 0 373331 0 94236 0 82717 0 10000 0 25440 0 585724 0 0 CLARK COCHRAN 161573 0 58314 0 36391 0 8871 0 2199 0 267348 0 0 0 ROBERT SALEM MD 272542 0 98779 0 147257 0 20000 0 14619 0 553197 0 0 0 JAMES GUTHEIL MD 0 775977 0 2793 0 8267 0 8000 0 27667 0 822704 0 0 SUPPLEMENTAL COMPENSATION INFORMATION SCHEDULE J, PART I, LINE 1A DISCRETIONARY SPENDING EXECUTIVES RECEIVE A PERCENTAGE OF BASE COMPENSATION FOR DISCRETIONARY SPENDING. THESE AMOUNTS ARE INCLUDED IN OTHER REPORTABLE COMPENSATION. COMPANION TRAVEL ST. JOSEPH HEALTH SYSTEM ALLOWS FOR COMPANION TRAVEL TO CERTAIN PRE-APPROVED, MINISTRY SPONSORED EVENTS. COMPANION TRAVEL IS TREATED AS TAXABLE COMPENSATION IN MOST CASES. IN THE CASE THAT COMPANION TRAVEL IS NOT TAXABLE COMPENSATION, THE INDIVIDUAL IS PROVIDING A SERVICE TO THE HEALTH SYSTEM AS A REPRESENTATIVE WITH KNOWLEDGE OF THE COMMUNITIES AND MINISTRIES WE SERVE. MEMBERS OF THE BOARD AND EXECUTIVE MANAGEMENT TEAM ARE SELECTED TO PARTICIPATE IN AN ANNUAL PILGRIMAGE TO LE PUY, FRANCE, WHERE THE SISTERS' FIRST CONGREGATION WAS FORMED. THE PURPOSE OF THE PILGRIMAGE IS FOR THE ORGANIZATION'S LEADERS TO DEVELOP A DEEPER UNDERSTANDING OF THE ROOTS AND HERITAGE OF THE ORGANIZATION IN ORDER TO CARRY OUT THE MISSION. COMPANION TRAVEL IS CONSIDERED TO BE AN ESSENTIAL PART OF THIS EXPERIENCE AND THE COMPANION ACTS AS A REPRESENTATIVE WITH KNOWLEDGE OF THE COMMUNITIES AND MINISTRIES WE SERVE. THE FOLLOWING TRUSTEE RECEIVED A BENEFIT FOR COMPANION TRAVEL THAT WAS INTENDED TO BE COMPENSATION: JOANN ESCASA-HAIGH - $4,507 SCHEDULE J, PART I, LINE 3 THE ORGANIZATION'S PRESIDENT/CEO IS PAID BY ITS TAX EXEMPT PARENT, ST. JOSEPH HEALTH SYSTEM, AND IS DISCLOSED AS A PERSON PAID BY A RELATED ORGANIZATION. SEE SCHEDULE O, PART VI, LINE 15A NARRATIVE FOR THE PROCESS THAT IS COMPLETED BY THE ST. JOSEPH HEALTH SYSTEM. SEVERANCE PAYMENTS SCHEDULE J, PART I, LINE 4A SHARYN IVORY RECEIVED $214,947 AND SUSAN NEVES RECEIVED $227,645 FOR SEVERANCE PAID THROUGH COVENANT HEALTH SYSTEM. DESCRIPTION OF NON-FIXED PAYMENTS SCHEDULE J, PART I, LINE 7 A PORTION OF EXECUTIVES SALARIES ARE PLACED "AT-RISK" AND ARE NOT AWARDED UNLESS SPECIFIC STRATEGIC OBJECTIVE TARGETS ARE MET OR EXCEEDED. THE AT-RISK EXECUTIVE PLAN IS DESIGNED TO MOTIVATE AND REWARD EXECUTIVES FOR TEAM PERFORMANCE THAT SUPPORTS THE STRATEGIC GOALS AND SUCCESSFUL PERFORMANCE OF ST. JOSEPH HEALTH SYSTEM. AT-RISK PAY IS AWARDED TO ASSISTANT VICE PRESIDENTS, VICE PRESIDENTS, SENIOR VICE PRESIDENTS, EXECUTIVE VICE PRESIDENTS, AND THE CHIEF EXECUTIVE OFFICER BASED ON ACHIEVING OR SURPASSING SPECIFIC GOALS THAT ARE PREDETERMINED BY THE BOARD OF TRUSTEES PRIOR TO THE BEGINNING OF THE FISCAL YEAR. THE GOALS INCLUDE OUR STRATEGIC OBJECTIVES OF PERFECT CARE, SACRED ENCOUNTERS, AND HEALTHIEST COMMUNITIES AS WELL AS FISCAL STEWARDSHIP. EACH OF THESE FACTORS IS TAKEN INTO CONSIDERATION WHEN DETERMINING THE PERCENTAGE OF AT-RISK PAY. KALEN PARKS DAUGHTER OF CEO 16092 EMPLOYEE OF CHS false MEMPHIS PLACE MALL LTD MICHAEL ROBERTSON/BD MBR 120846 LEASE OF BUILDING false PARKHILL SMITH COOPER INC JOHN HAMILTON/BD MBR 367549 ARCHITECTURAL SERVICES false X MEDICAL EQUIPMENT 195 1841135 COST/SELLING PRICE false true false SCHEDULE M, PART I, LINE 25, COLUMN (B) THE NUMBER IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED, NOT THE NUMBER OF ITEMS RECEIVED. ORGANIZATION'S MISSION FORM 990, PART I, LINE 1 AND PART III, LINE 1 COVENANT HEALTH SYSTEM IS COMMITTED TO EXTENDING THE CHRISTIAN MINISTRY BY CARING FOR THE WHOLE PERSON-BODY, MIND AND SPIRIT-AND BY WORKING WITH OTHERS TO IMPROVE HEALTH AND QUALITY OF LIFE IN OUR COMMUNITIES. PROGRAM SERVICE ACCOMPLISHMENTS FORM 990, PART III, LINE 4A COVENANT HEALTH (COVENANT HEALTH/COVENANT HEALTH LUBBOCK/CH) HAS BEEN MEETING THE HEALTH AND QUALITY OF LIFE NEEDS OF THE LOCAL COMMUNITY FOR OVER 15 YEARS. SERVING THE COMMUNITIES OF WEST TEXAS AND EASTERN NEW MEXICO, COVENANT HEALTH LUBBOCK INCLUDES COVENANT MEDICAL CENTER, COVENANT CHILDREN'S HOSPITAL, COVENANT SPECIALTY HOSPITAL, AND COVENANT MEDICAL GROUP. COVENANT HEALTH PROVIDES QUALITY CARE IN THE AREAS OF CARDIAC SERVICES, MOBILE MAMMOGRAPHY, MOBILE DENTAL, OUTPATIENT CANCER TREATMENT, PRIMARY CARE, WOMEN'S HEALTH AND CHILDREN'S HEALTH. WITH OVER 4,500 EMPLOYEES COMMITTED TO REALIZING THE MISSION, COVENANT HEALTH IS ONE OF THE LARGEST EMPLOYERS IN THE WEST TEXAS REGION. THREE MISSION OUTCOMES STRATEGICALLY GUIDE OUR MINISTRY WORK COVENANT HEALTH IS COMMITTED TO THREE SYSTEMWIDE MISSION OUTCOMES: 1) SACRED ENCOUNTERS, 2) PERFECT CARE, AND 3) HEALTHIEST COMMUNITIES. EVERY INTERACTION WILL BE EXPERIENCED AS A SACRED ENCOUNTER. THE GOAL OF SACRED ENCOUNTER HAS A DIRECT CONNECTION TO THE OVERALL MISSION. OUR VALUE OF DIGNITY CALLS FOR US TO RESPECT EACH PERSON AS AN INHERENTLY VALUABLE MEMBER OF THE HUMAN COMMUNITY AND AS A UNIQUE EXPRESSION OF LIFE. WE STRIVE TO DO THIS BY KEEPING AT THE FOREFRONT OF OUR MINDS THE UNDERSTANDING OF THE IMPACT WE CAN HAVE ON ONE ANOTHER WITH EVERY ACTION WE TAKE. AT COVENANT HEALTH WE EDUCATE OUR EMPLOYEES ON WHAT IS EXPECTED BEHAVIOR IN RELATION TO PATIENT CARE, CUSTOMER SERVICE AND TEAMWORK. EMPLOYEES ARE INTRODUCED TO THESE EXPECTATIONS AND TO THE GOAL TO MAKE EVERY ENCOUNTER SACRED AT NEW EMPLOYEE ORIENTATION. THESE CONCEPTS ARE ALSO INTEGRATED INTO EMPLOYEE'S 90 DAY AND ANNUAL EVALUATIONS. THIS IS REINFORCED THROUGHOUT THEIR EMPLOYMENT THROUGH BOTH OPTIONAL AND MANDATORY TRAINING, LEADERSHIP DEVELOPMENT AND OUR HR STANDARDS OF BEHAVIOR. SACRED PATIENT ENCOUNTERS ARE RECOGNIZED AT CH THROUGH HERO CARDS, EMPLOYEE OF THE MONTH STORIES AND A VALUES IN ACTION RECOGNITION PROGRAM. LEADERS ARE SENT TO MISSION AND MENTORING WHICH IS A FORMATION PROGRAM LEAD BY SJHS. PATIENT AND STAFF SACRED STORIES ARE ALSO SHARED REGULARLY THROUGH WEEKLY MESSAGES FROM OUR CEO, VPMI AND PATIENT EXPERIENCE OFFICE. OUR SPIRITUAL CARE AND MISSION SERVICES STAFF STRIVE TO OFFER SUPPORT, COACHING AND MENTORING TO STAFF TO REINFORCE THE MISSION AND VALUES. COVENANT HEALTH HAS A NO ONE DIES ALONE PROGRAM IN WHICH STAFF VOLUNTEER TO SPEND TIME WITH PATIENTS WHO ARE EXPECTED TO DIE IN THE HOSPITAL AND HAVE NO FRIENDS OR FAMILY PRESENT. SCHWARTZ CENTER ROUND SESSIONS ARE HELD IN ORDER TO ALLOW CAREGIVERS TO REFLECT ON AND DISCUSS THE IMPACT OF COMPASSIONATE CARE. ALL PATIENTS WILL RECEIVE PERFECT CARE. IT IS OUR ATTENTION TO DETAIL AND THE SMALLEST IMPERFECTIONS OF EACH PATIENT'S EXPERIENCE THAT DRIVES A DEEPER UNDERSTANDING AND ULTIMATELY A SUSTAINABLE APPROACH TO THE ACHIEVEMENT OF PERFECT CARE. AT COVENANT HEALTH WE EDUCATE OUR EMPLOYEES ON THE GOAL OF PERFECT CARE. EMPLOYEES ARE INTRODUCED TO THIS GOAL AT NEW EMPLOYEE ORIENTATION, NEW PHYSICIAN ORIENTATION, NURSING ORIENTATION, AND IN DEPARTMENT ORIENTATIONS. THIS GOAL IS ALSO INTEGRATED INTO EMPLOYEE'S 90 DAY AND ANNUAL EVALUATIONS. THIS IS REINFORCED THROUGHOUT THEIR EMPLOYMENT THROUGH MANDATORY TRAINING. IN ADDITION CH'S QUALITY DEPARTMENT CONTINUALLY STRIVES TO FORMALLY AND INFORMALLY EDUCATE STAFF ON PERFECT CARE EXPECTATIONS. QUALITY INDICATORS ARE TRACKED AND REPORTED TO EMT, THE BOARD OF DIRECTORS, PHYSICIAN MEETINGS, NURSING MEETINGS AND AT THE CLINICAL EXCELLENCE COMMITTEE. LEAN PROCESS IMPROVEMENT TACTICS ARE USED TO CONTINUALLY IMPROVE PROCESSES AND PERFORMANCE TO ENHANCE THE PATIENT EXPERIENCE AND LIMIT POTENTIAL IMPERFECTIONS IN PATIENT CARE. CME'S ARE OFFERED REGULARLY ON-SITE TO OUR PHYSICIANS AND STAFF. WITHIN DEPARTMENTS, UNITS AND SECTIONS SPECIFIC PROCESSES ARE CONSTANTLY MONITORED TO INSURE PATIENT SAFETY AND BEST CARE. TRAINING IS AVAILABLE TO ALL STAFF TO ENHANCE PERFORMANCE AND PATIENT SAFETY. THE COMMUNITIES WE SERVE WILL BE AMONG THE HEALTHIEST IN OUR NATION. WE SEEK TO DEVELOP COMMUNITY HEALTH INITIATIVES THAT IMPACT LONG-TERM HEALTH ACROSS THE ENTIRE COMMUNITY. COVENANT PROVIDED FINANCIAL SUPPORT TO TEXAS TECH UNIVERSITY CENTER FOR OBESITY PREVENTION AND RESILIENCY TO FUND COVENANT BODY MIND INITIATIVE WHICH IS A SCHOOL BASED WELLNESS AND PREVENTION PROGRAM. IT IS ALSO A LONGITUDINAL STUDY MEASURING THE EFFECTIVENESS OF A PREVENTION AND INTERVENTION PROGRAM THAT IMPACTS CHILDHOOD OBESITY. THOSE PERFORMING THE STUDY WILL PROVIDE THE CB COMMITTEE WITH QUARTERLY UPDATES ON STRATEGY AND MEASURES. FY13 PROGRAM EXPANSION - INCREASED SCHOOLS RECEIVING CBMI CURRICULUM FROM 21 IN THE FALL OF 2012 TO 34 IN THE FALL OF 2013 - INCREASED THE NUMBER OF SCHOOLS OFFERING THE COMPREHENSIVE WELLNESS SEMESTER COURSE FROM 5 IN 2012 TO 11 IN 2013 - INCREASED THE NUMBER OF COUNTIES IN TEXAS WITH SCHOOLS USING THE CBMI CURRICULUM FROM 8 TO 21 - AS A RESULT OF NATIONAL CONFERENCE PRESENTATIONS, WE HAVE A SCHOOL IN NEW HAMPSHIRE OFFERING THE SEMESTER COURSE, AND VIRGINIA COMMONWEALTH UNIVERSITY IS UTILIZING OUR CURRICULUM IN THEIR AFTERSCHOOL YOUTH WELLNESS PROGRAM - ONLINE TEACHER TRAINING IN PLACE ON OUR WEBSITE WWW.DEPTS.TTU.EDU/HS/BMI FY13 RESEARCH OUTCOMES - OF THE STUDENTS RECEIVING THE CBMI PROGRAM IN 2012-2013 SCHOOL YEAR, 70% WERE IN OR MOVING TOWARD A HEALTHY BMI, WITH AN INCREASED NUMBER IN THE HEALTHY RANGE - THE MEASURES CURRENTLY BEING USED ARE DEMONSTRATING VALIDITY AND RELIABILITY. - A POST-DOCTORAL RESEARCHER HAS BEEN HIRED TO ANALYZE DATA - POSTER SESSION ABSTRACT PUBLISHED IN THE JOURNAL OF THE ACADEMY OF NUTRITION AND DIETETICS PROGRAM SERVICE ACCOMPLISHMENTS PATIENT FINANCIAL ASSISTANCE PROGRAM AND UNREIMBURSED MEDICAID OUR MISSION IS TO PROVIDE QUALITY CARE TO ALL OUR PATIENTS, REGARDLESS OF ABILITY TO PAY. WE BELIEVE THAT NO ONE SHOULD DELAY SEEKING NEEDED MEDICAL CARE BECAUSE THEY LACK HEALTH INSURANCE. THAT IS WHY COVENANT HEALTH LUBBOCK HAS A PATIENT FINANCIAL ASSISTANCE PROGRAM (FAP) THAT PROVIDES FREE OR DISCOUNTED SERVICES TO ELIGIBLE PATIENTS. ADDITIONALLY COVENANT HEALTH OPERATES THREE DIRECT COMMUNITY OUTREACH PROGRAMS, EMPLOYS A SOCIAL WORKER TO ASSIST LOW-INCOME PERSONS AND GRANTS FUNDING TO TEXAS TECH UNIVERSITY FOR A CHILDHOOD OBESITY PROGRAM (CBMI)(AS PREVIOUSLY MENTIONED). THESE PROGRAMS ARE ALL FOR LOW-INCOME PERSONS IN OUR COMMUNITY. COUNSELING CENTER PROGRAM: COVENANT COMMUNITY OUTREACH COUNSELING CENTER EMPLOYS FOUR LICENSED PROFESSIONAL COUNSELORS TO PROVIDE COUNSELING SERVICES TO UNDERSERVED AND LOW-INCOME PERSONS IN OUR COMMUNITY. THE CENTER OFFERS INDIVIDUAL, COUPLES AND FAMILY THERAPY TO PEOPLE OF ALL AGES IN A SAFE AND ENCOURAGING ENVIRONMENT. CHARGES FOR SERVICES ARE BASED ON A SLIDING FEE SCALE AND PARTICIPANTS MUST FINANCIALLY QUALIFY. PATIENTS ARE NEVER TURNED AWAY DUE TO A LACK OF ABILITY TO PAY. DENTAL CLINIC: THE COMMUNITY OUTREACH DENTAL CLINIC SERVES LOW-INCOME FAMILIES IN OUR REGION. WE OFFER COMPREHENSIVE DENTAL CARE TO PATIENTS AGED 5 AND UP. WE OFFER ADULT AND CHILDREN'S SERVICES IN LUBBOCK AND HAVE AN ADULT MOBILE DENTAL UNIT THAT SERVES PATIENTS IN A 75-MILE RADIUS OF LUBBOCK. PATIENTS MUST FINANCIALLY QUALIFY TO ACCESS THESE SERVICES. SOME PATIENT CO-PAY AMOUNTS ARE REQUIRED. HOWEVER, PATIENTS ARE NEVER TURNED AWAY DUE TO A LACK OF ABILITY TO PAY. DIABETES PREVENTION AND INTERVENTION PROGRAM (HEALTH EDUCATION): OFFERS FREE DIABETES CLASSES WITH AN EMPHASIS ON EMPOWERMENT AND SELF-MANAGEMENT. IN ADDITION FREE INDIVIDUAL APPOINTMENTS FOR EDUCATION ON DIABETES, CHOLESTEROL AND HYPERTENSION ARE AVAILABLE TO THE COMMUNITY. HEALTH EDUCATION IS AVAILABLE FOR ELEMENTARY SCHOOL CLASSROOM, COMMUNITY CLINICS, AND COMMUNITY CENTERS ON DIET AND EXERCISE FOR DISEASE PREVENTION. HEALTH PRESENTATIONS ARE AVAILABLE FOR COMMUNITY, FAITH-BASED AND SCHOOL GROUPS. IN FY13 COVENANT HEALTH'S COMMUNITY HEALTH OUTREACH DIABETES EDUCATION SERVICES PARTNERED WITH CATHOLIC CHARITIES TO FURTHER EXTEND THIS PROGRAM'S OUTREACH TO THOSE WHO ARE NEED OF DIABETES EDUCATION AND SUPPORT. SOCIAL WORKER MEDICAL HOME MANAGEMENT (ACCESS TO CARE): A SOCIAL WORKER IS AVAILABLE FREE OF CHARGE TO PATIENTS IN ANY OF THE COVENANT COMMUNITY OUTREACH PROGRAMS AND TO PATIENTS WHO UTILIZE COVENANT'S EMERGENCY DEPARTMENT. THE SOCIAL WORKER COORDINATES WITH LOCAL CLINICS AND AGENCIES TO ENSURE PATIENTS RECEIVE ASSISTANCE WITH PRESCRIPTION AND ACCESS TO PRIMARY CARE IN AN OUTPATIENT SETTING. FOR MORE INFORMATION ABOUT COVENANT HEALTH, PLEASE VISIT WWW.COVENANTHEALTH.ORG. FOR MORE INFORMATION ABOUT ST. JOSEPH HEALTH SYSTEM, PLEASE VISIT WWW.STJHS.ORG. DESCRIPTION OF CLASSES OF MEMBERS OR STOCKHOLDERS FORM 990, PART VI, LINE 6 ST. JOSEPH HEALTH SYSTEM AND LUBBOCK METHODIST HOSPITAL SYSTEM ARE THE CORPORATE MEMBERS OF COVENANT HEALTH SYSTEM. DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS FORM 990, PART VI, LINE 7A COVENANT HEALTH SYSTEM HAS A TIERED GOVERNANCE IN WHICH THE CORPORATE MEMBERS RESERVE THE RIGHT TO APPOINT TRUSTEES TO THE COVENANT HEALTH SYSTEM BOARD. ALL TRUSTEE APPOINTMENTS THAT COME FROM THE COVENANT HEALTH SYSTEM BOARD AS NOMINATIONS MUST BE APPROVED BY THE ST. JOSEPH HEALTH SYSTEM, AS THE CORPORATE MEMBER, AND THE ST. JOSEPH HEALTH MINISTRY, AS THE ORGANIZATIONAL SPONSOR. THE ST. JOSEPH HEALTH SYSTEM MEMBER APPROVES 50% OF THE BOARD NOMINATIONS, PLUS THE VOTING CEO. THE LUBBOCK METHODIST HEALTH SYSTEM MEMBER APPROVES THE OTHER 50% OF BOARD NOMINATIONS. DESCR CLASSES OF PERSONS, DECISIONS REQUIRING APPR & TYPE OF VOTING RIGHTS FORM 990, PART VI, LINE 7B THE RESERVED RIGHTS IN OUR TIERED GOVERNANCE STRUCTURE CONTEMPLATE APPROVAL BY THE ST. JOSEPH HEALTH SYSTEM MEMBER OF FINANCING, BUDGETS, UNBUDGETED EXPENDITURES OF DEFINED AMOUNTS, STRATEGIC PLAN, APPOINTMENT OF AUDITORS, CREATION OR INVESTMENT IN A LEGALLY RECOGNIZED ENTITY, JOINT VENTURES, PURPOSES, SALE OR DISPOSITION OF REAL PROPERTY, MERGER OR SALE OF SUBSTANTIALLY ALL ASSETS, APPOINTMENT AND REMOVAL OF TRUSTEES, ADOPTION OR AMENDMENT OF ARTICLES OR BYLAWS. DESCRIBE THE PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW 990 FORM 990, PART VI, LINE 11B THE FORM 990 WAS PREPARED BY THE FINANCE DEPARTMENT BASED ON INFORMATION RECEIVED FROM VARIOUS DEPARTMENTS OF THE ORGANIZATION AS APPLICABLE. THE FORM 990 WAS THEN REVIEWED BY AN OFFICER OF THE ORGANIZATION. A COPY OF THE FORM 990 FILING WAS DISTRIBUTED TO ALL VOTING MEMBERS OF THE BOARD FOR THE APRIL 2014 MEETING. DURING THE FINANCE COMMITTEE MEETING, MANAGEMENT PRESENTED AND DISCUSSED CERTAIN DISCLOSURES AND INFORMATION INCLUDED IN THE FORM 990. THE FINANCE COMMITTEE CHAIR THEN PROVIDED A SUMMARY AT THE FULL BOARD MEETING. CONFLICT OF INTEREST POLICY FORM 990, PART VI, LINE 12C OFFICERS, TRUSTEES, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY ON THE CONFLICT OF INTEREST DISCLOSURE FORM THE EXISTENCE AND NATURE OF ANY ACTUAL, APPARENT, OR POTENTIAL CONFLICTS OF INTEREST HE/SHE MAY HAVE. ADDITIONALLY, DISCLOSURES SHALL BE MADE PROMPTLY ANY TIME AN ACTUAL, APPARENT, OR POTENTIAL CONFLICT OF INTEREST ARISES AND BEFORE THE CONSUMMATION OF ANY CONTRACT, TRANSACTION, OR ARRANGEMENT THAT IS THE SUBJECT OF THE POTENTIAL CONFLICT OF INTEREST. WHEN A CONFLICT OF INTEREST IS IDENTIFIED, SUCH CONFLICT IS DISCLOSED TO THE CONFLICTS & COMPENSATION COMMITTEE. IF THE CONFLICT INVOLVES A MEMBER OF THAT COMMITTEE, THE REMAINING COMMITTEE MEMBERS REVIEW THE MATTER AND DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. THE OFFICER, TRUSTEE, OR KEY EMPLOYEE MAY NOT BE PRESENT DURING ANY MEETING IN WHICH THE COMMITTEE CONDUCTS ITS EVALUATION, EXCEPT TO ANSWER QUESTIONS AS MAY BE NECESSARY. ONCE ALL NECESSARY INFORMATION HAS BEEN OBTAINED, THE COMMITTEE CONDUCTS ITS EVALUATION AND FORWARDS ITS FINDINGS AND RECOMMENDATIONS TO THE SJHS CHIEF COMPLIANCE OFFICER. IF THE COMMITTEE DETERMINES AN UNRESOLVED CONFLICT OF INTEREST EXISTS, THE COMMITTEE WILL EVALUATE AND RECOMMEND CONFLICT MITIGATION STRATEGIES. THE SJHS CHIEF COMPLIANCE OFFICER, IN CONSULTATION WITH SJHS GENERAL COUNSEL, WILL REVIEW THE COMMITTEE FINDINGS, RECOMMENDATIONS, AND MITIGATION STRATEGIES, AND PRESENT RECOMMENDATIONS TO THE BOARD FOR DISCUSSION AND VOTE. PROCESS USED TO DETERMINE COMPENSATION FORM 990, PART VI, LINES 15A & 15B THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER IS PAID BY ITS TAX EXEMPT PARENT, ST. JOSEPH HEALTH SYSTEM, AND IS DISCLOSED AS A PERSON PAID BY A RELATED ORGANIZATION. THE EXECUTIVE COMPENSATION PROCESS AT ST. JOSEPH HEALTH SYSTEM IS ADMINISTERED BY A COMMITTEE OF INDEPENDENT TRUSTEES. THEY FOLLOW A BOARD-APPROVED CHARTER AND OVERALL EXECUTIVE COMPENSATION PHILOSOPHY. THE CHARTER EMPOWERS THE SJHS BOARD WORKLIFE COMMITTEE TO ADMINISTER THE EXECUTIVE COMPENSATION PROGRAM AND PROCESS ON BEHALF OF THE FULL BOARD OF TRUSTEES OF SJHS. OVERALL, THE PHILOSOPHY IS INTENDED TO REWARD A BROAD SPECTRUM OF HIGH ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE EXPECTATIONS, AS WELL AS THE RETENTION OF KEY MANAGEMENT TALENT. THE SJHS EXECUTIVE COMPENSATION PHILOSOPHY DEFINES THE MARKET FOR ADMINISTERING COMPENSATION AS A COMPARABLE SET OF NOT-FOR-PROFIT HEALTH CARE DELIVERY SYSTEMS. SJHS PROVIDES COMPENSATION TO ITS SENIOR EXECUTIVES IN THE FORM OF BASE SALARY, AN ANNUAL INCENTIVE PROGRAM, AND BENEFITS. TO FULFILL THEIR RESPONSIBILITY, THE COMMITTEE REGULARLY REVIEWS INFORMATION FROM MULTIPLE SOURCES OF MARKET DATA. THEY USE THIS INFORMATION TO SUPPORT THEIR DECISIONS REGARDING ONGOING EFFECTIVENESS AND ADMINISTRATION OF THE PROGRAM. THE WORKLIFE COMMITTEE IS COMPRISED OF SEVERAL INDEPENDENT MEMBERS OF THE BOARD. THEY MEET AT LEAST 3 TIMES A YEAR AND MAKE ALL CRITICAL DECISIONS IN EXECUTIVE SESSION. THESE DECISIONS ARE DOCUMENTED IN DETAILED MINUTES AND APPROVED IN SUBSEQUENT MEETINGS. THE COMMITTEE IS EMPOWERED TO ENGAGE OUTSIDE COUNSEL AND CONSULTING SUPPORT AS NEEDED. THE WORKLIFE COMMITTEE PERFORMED ITS LAST COMPENSATION REVIEW FOR ASSISTANT VICE PRESIDENTS, VICE PRESIDENTS, SENIOR VICE PRESIDENTS, EXECUTIVE VICE PRESIDENTS, AND THE CHIEF EXECUTIVE OFFICER IN JUNE 2013. AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMTS TO GEN PUBLIC FORM 990, PART VI, QUESTION 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE SJHS COMMUNITY BENEFIT REPORTS, FINANCIAL REPORTS, AND PHILANTHROPY REPORTS ARE ALSO AVAILABLE ON THE SJHS INTERNET SITE. AUDITED FINANCIAL STATEMENTS ARE ATTACHED TO FORM 990. OTHER FEES EXCEEDING 10% FORM 990, PART IX, LINE 11G PURCHASED SERVICES $56,732,042 PROFESSIONAL FEES 37,993,827 ------------- TOTAL $94,725,869 OTHER CHANGES IN NET ASSETS FORM 990, PART XI, LINE 9 CONTRIBUTED CAPITAL $ 1,483,945 ROUNDING (1) -------------- TOTAL $ 1,483,944 COVENANT LTC-GP LLC 4000 24TH STREET LUBBOCK TX 79410 205477333 HEALTHCARE TX 0 0 CHS CHS HOLDING GP LLC 4000 24TH STREET LUBBOCK TX 79410 205477307 HEALTHCARE TX 0 0 CHS COVENANT HEALTH NETWORK INC 3345 MICHELSON DR STE 100 IRVINE CA 92612 461259908 HEALTHCARE CA 501(C)(3) 11, III SJHS true COVENANT HEALTH PARTNERS 3615 19TH STREET LUBBOCK TX 79410 611573313 HEALTHCARE TX 501(C)(3) 11,I CHS true COVENANT HEALTH SYSTEM FOUNDATION 3623 22ND PLACE LUBBOCK TX 79410 752897026 HEALTHCARE TX 501(C)(3) 7 CHS true COVENANT MEDICAL GROUP 3420 22ND PLACE LUBBOCK TX 79410 752743883 HEALTHCARE TX 501(C)(3) 3 CHS true HOAG CHARITY SPORTS 3920 BIRCH ST STE 105 NEWPORT BEACH CA 92660 452982422 SUPPORT CA 501(C)(3) 7 HHF true 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