2014-11-10T15:52:44-06:00 2013-12-31 ERNST & YOUNG US LLP TWO NORTH CENTRAL AVENUE STE 2300 PHOENIX AZ 85004 990 2013-01-01 850105601 PRESBYTERIAN HEALTHCARE SERVICES % KEVIN NOWELL CPA PRES 5059236101 PO BOX 26666 Suite ALBUQUERQUE NM 871256666 DALE MAXWELL SVP / CFO 2014-11-10 STEVEN T RUTTI P00775456 2013 2015-11-30 17:44:51Z JAMES HINTON PO BOX 26666 ALBUQUERQUE NM 87125 1925940438 false X WWW.PHS.ORG X 1908 NM SEE SCHEDULE O 11 6 10670 700 25002404 -589986 31161704 23122224 1210217013 1283136763 50108384 104676221 26364911 26732808 1317852012 1437668016 1970219 1680327 0 0 684307645 684196860 0 0 0 556262717 608792558 1242540581 1294669745 75311431 142998271 2245674415 2531397127 1410506713 1168468873 835167702 1362928254 X PRESBYTERIAN EXISTS TO IMPROVE THE HEALTH OF THE PATIENTS, MEMBERS AND COMMUNITIES WE SERVE. false false 959181909 1013870 1076811552 CENTRAL NEW MEXICO DELIVERY SYSTEM - SEE SCHEDULE O FOR DETAIL 141945250 666457 181350980 REGIONAL DELIVERY SYSTEM - SEE SCHEDULE O FOR DETAIL 13269978 0 25283895 HEART AND VASCULAR PROGRAMS - SEE SCHEDULE O FOR DETAIL 1114397137 true true false true false false false false false false true true false false true true false true false false true false false false false false true true true true true true false false false false false false false false true true false true false false false true true true true false true X 934 0 true 10670 true true true false false false false false true 1 false false false X 11 6 true false false false false false false true true false false true true true true true true true true true true CA NM X KEVIN NOWELL CPA 5059236101 9521 SAN MATEO BLVD NE ALBUQUERQUE NM 871132237 SANDRA BEGAY-CAMPBELL DIRECTOR 1.0 1.0 X 0 0 0 BRIAN BURNETT DIRECTOR / VICE CHAIR 1.0 1.0 X 0 0 0 FRANK FIGUEROA DIRECTOR 1.0 1.0 X 0 0 0 GEORGE ISHAM MD DIRECTOR 1.0 2.0 X 0 0 0 CHARLES MILLIGAN JD DIRECTOR 1.0 1.0 X 0 0 0 TOM ROBERTS MD DIRECTOR 1.0 1.0 X 0 0 0 RIES ROBINSON MD DIRECTOR 1.0 1.0 X 0 0 0 JENNIFER S THOMAS DIRECTOR 1.0 1.0 X 0 0 0 KATHIE WINOGRAD PHD DIRECTOR / CHAIR 1.0 2.0 X 0 0 0 ELAINE PAPAFRANGOS MD DIRECTOR 40.0 1.0 X 214485 0 -5265 JAMES HINTON PRESIDENT / DIRECTOR 20.0 23.0 X X 549153 648959 -307031 PAUL BRIGGS EVP / COO 28.0 14.0 X 474887 203146 233684 DIANE FISHER SVP / SECRETARY 20.0 22.0 X 187402 187402 7898 DALE MAXWELL SVP / CFO / TREASURER 26.0 17.0 X 344529 185515 42563 HECTOR ARREDONDO MD EXECUTIVE MEDICAL DIRECTOR-PMG 40.0 0.0 X 445599 0 37679 BOIS D'ARC BEAMES VP - OPERATIONS - RDS 40.0 0.0 X 203726 0 17461 LAUREN CATES CHIEF OPERATING OFFICER - CDS 40.0 1.0 X 322687 0 -6214 KATHLEEN DAVIS RN SVP / PATIENT CARE SVCS - CNO 40.0 1.0 X 451369 0 37773 HODA EL ASMAR MD CHIEF MEDICAL OFFICER - PDS 40.0 0.0 X 380349 0 5781 ROBERT GARCIA VP - OPS - RDS (THRU 3/31/13) 40.0 0.0 X 1060500 0 -28807 CLAY HOLDERMAN CHIEF OPERATING OFFICER - CDS 40.0 1.0 X 386779 0 34671 JAMES JEPPSON VP - REAL ESTATE 40.0 1.0 X 190547 0 -14427 AMELIA MARLEY SVP - INFO SERVICES 40.0 0.0 X 407731 0 21295 JEFF MCBEE CAMPUS ADMINISTRATOR - RR 40.0 0.0 X 182538 0 14977 SANDRA PODLEY CAMPUS ADMINISTRATOR - PH 40.0 0.0 X 210428 0 15736 DANIEL RAMSEY CHIEF OPERATING OFFICER - PMG 40.0 0.0 X 270656 0 29270 TODD SANDMAN SVP - STRATEGY 40.0 0.0 X 110053 110053 15192 JOANNE SUFFIS SVP - HUMAN RESOURCES 40.0 0.0 X 135330 110725 18490 ELIZABETH TIBBS DIR - BUS OPS - SURGERY SL 40.0 0.0 X 184281 0 15329 PETER WALINSKY MD CARDIOVASCULAR SURGEON 40.0 0.0 X 893371 0 6112 CARL LAGERSTROM MD CARDIOVASCULAR SURGEON 40.0 0.0 X 892609 0 -799 GUILHERME MARIN MD CARDIO INVASIVE INTERVENTION 40.0 0.0 X 850583 0 35046 MOHAMMAD TAHERI MD GASTROENTEROLOGIST 40.0 0.0 X 834824 0 18802 MARK ERASMUS MD NEUROSURGEON 40.0 0.0 X 812062 0 37991 DONNA AGNEW ADMIN DIR - PROCESS EXCELLENCE 40.0 0.0 X 183770 0 -29515 DOYLE BOYKIN ADMINISTRATOR - ADULT MED SL 40.0 0.0 X 178230 0 -35281 ROBIN DIVINE ADMIN DIRECTOR - ANCILLARY SL 40.0 1.0 X 189877 0 26323 CHERYL MITCHELL ADMIN DIRECTOR - AMBULATORY SL 40.0 0.0 X 188745 0 -11231 MATTHEW PEHRSON ADMIN DIRECTOR - SUPPPLY CHAIN 40.0 0.0 X 235619 0 36412 DAVID SCRASE MD MED DIR - INTERNAL MEDICINE 20.0 0.0 X 157017 214207 21415 DIANA WEBER MD MEDICAL DIRECTOR - CLINIC 40.0 0.0 X 384560 0 13743 12514296 1660007 305073 1065 true true false TRICORE LABORATORY SERVICE CORPORAT 1001 WOODWARD PLACE NE ALBUQUERQUE NM 87102 LABORATORY TESTING 42638188 ENTERPRISE BUILDERS CORPORATION PO BOX 3987 ALBUQUERQUE NM 87190 CONSTRUCTION SVCS 33918169 EPIC SYSTEMS 1979 MILY WAY VERONA WI 53593 CONSULTING/LICENSES 14535722 T-SYSTEMS NORTH AMERICA 755 WEST BIG BEAVER RD TROY MI 48084 DATA HOSTING SVCS 9921728 LEIDOS HEALTH PO BOX 223866 PITTSBURGH PA 15251 INFO TECHNOLOGY SVCS 9031216 256 10401811 12709403 11010 18571 23122224 NET PATIENT SERVICE REVENUE 621110 870855062 870855062 NET MEDICARE/MEDICAID PAYMENTS 621110 386461902 386461902 CORPORATE SERVICE ALLOCATION 900099 9848435 9848435 ATTESTATION & EHR INCENTIVE PAYMENTS 900099 5803277 5803277 CAFETERIA & CATERING SALES 722210 4414403 4406805 7598 5753684 5748348 5336 1283136763 26351805 -579464 26931269 19129 19129 0 82737 12052 70685 0 70685 70685 566443166 122491 487345658 914712 79097508 -792221 78305287 78305287 0 0 0 TAC / TECHNICAL CONSULTING 561000 25534568 25534568 DIVIDEND LIABILITY INSURANCE REBATE 900099 783525 783525 VENDOR REBATES 900099 337383 337383 6647 -27719 34366 26662123 1437668016 1283433493 25002404 106109895 X 1194085 1194085 486242 486242 0 0 6760237 5792264 967973 508454 508454 521870193 451464332 70405861 23876751 20355423 3521328 91726830 71646866 20079964 39454395 32759604 6694791 1102318 1102318 4905896 4905896 1809344 1809344 120590 120590 0 2946068 2946068 179443926 150073620 29370306 3265334 3265334 2063726 2063726 45857976 37887860 7970116 0 13389211 12855449 533762 3332646 2110366 1222280 0 1527165 983276 543889 24134955 24134955 0 80583073 66577735 14005338 29562665 24424674 5137991 MEDICAL SUPPLIES 188293021 188293021 EQUIPMENT RELATED EXPENSES 21916810 16059524 5857286 BANK CHARGES 681741 223175 458566 MAINTENANCE SUPPLIES & FUEL 2806503 2806503 1049590 593665 455925 1294669745 1114397137 180272608 0 580543 798494 38364187 27037833 0 0 176400834 170599141 0 0 0 0 0 0 10507647 10977177 17879433 15060919 1632488753 882296114 693236289 750192639 944270325 1193517560 256423077 268639477 9160803 8364573 4887963 5087963 93963314 81121351 2245674415 2531397127 121294311 128836090 0 0 0 0 580019239 568886323 0 0 0 0 25494498 49814634 0 0 683698665 420931826 1410506713 1168468873 X 835167702 1362928254 0 0 0 0 835167702 1362928254 2245674415 2531397127 X 142998271 68263868 316498413 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 95590 true 25000 false 120590 false SCHEDULE C, PART II-B, LINES 1G AND 1H THE LOBBYING ACTIVITIES OF PRESBYTERIAN HEALTHCARE SERVICES (PHS) ARE CONDUCTED PRIMARILY FOR EDUCATIONAL PURPOSES AND DO NOT INCLUDE STRICTLY PROHIBITED EXPENDITURES OR ACTIVITIES RELATED TO THE ELECTION OF PEOPLE TO PUBLIC OFFICE. THE EDUCATION INVOLVES PROVIDING INFORMATION TO LEGISLATORS AND THE PUBLIC REGARDING THE POTENTIAL IMPACT OF PROPOSED LEGISLATION. LOBBYING EFFORTS FOCUS ON THE EFFECT OF LEGISLATION UPON HOSPITALS' ABILITIES TO PROVIDE PATIENT CARE IN A COST-EFFECTIVE MANNER, TO CONTINUE TO PROVIDE HEALTHCARE TO THE INDIGENT POPULATION, TO CONTINUE TO EFFECTUATE COMMUNITY BENEFIT BY MAINTAINING HEALTHCARE FACILITIES IN RURAL AREAS AND TO PROVIDE CERTAIN PROGRAMS TO THE PUBLIC. PHS HOSTS AN ANNUAL DINNER FOR ALL LEGISLATORS AND CERTAIN STATE EXECUTIVES FOR EDUCATIONAL PURPOSES. 95074627 95074627 703600349 322597404 381002945 5928972 5211855 717117 709112536 506987187 202125349 118772269 47499668 71272601 750192639 VAR ALT INVEST & CAPITAL FUNDS 268639477 F 268639477 0 RESERVE 3RD PARTY SETTLEMENTS 9817070 WORKER'S COMPENSATION RESERVE 12297021 ACCRUED IBNR 32788470 PROFESSIONAL LIABILITY RESERVE 112786827 DEFERRED COMPENSATION 134901745 MISC OTHER LIABILITIES 118340693 420931826 X SCHEDULE D, PART X, LINE 2 ASC 740, INCOME TAXES, PRESCRIBES CRITERIA FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. ASC 740 ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE, AND TRANSITION. AS OF DECEMBER 31, 2013 AND 2012, THERE WAS NO SIGNIFICANT IMPACT ON THE COMBINED FINANCIAL STATEMENTS RELATED TO THE TAX POSITIONS TAKEN. THERE WERE NO SIGNIFICANT TAX POSITIONS TAKEN BY MANAGEMENT THAT REQUIRED ACCRUAL AS OF DECEMBER 31, 2013 AND 2012. Central America and the Caribbean Investments 75663359 Europe (Including Iceland and Greenland) Investments 11467408 87130767 87130767 true false true false true false true true X true X true X true true false true true 32346572 4944087 27402485 0.02120 204521574 165548787 38972787 0.03010 21256238 16780573 4475665 0.00340 258124384 187273447 70850937 0.05470 845515 845515 0.00060 8889746 8889746 0.00690 71088010 56214447 14873563 0.01150 1163218 1163218 0.00090 81986489 56214447 25772042 0.01990 340110873 243487894 96622979 0.07460 33270 33270 0.00010 7795 7795 0.00000 284135 284135 0.00020 325200 325200 0.00030 true 32386093 21102778 220913115 248941326 -28028211 X true true 8 1 PRESBYTERIAN HOSPITAL 1100 CENTRAL AVE SE ALBUQUERQUE NM 87106 WWW.PHS.ORG 6022 X X X B 2 PRESBYTERIAN RUST MEDICAL CENTER 2400 UNSER BLVD SE RIO RANCHO NM 87124 WWW.PHS.ORG 6022H3 X X X B 3 PRESBYTERIAN KASEMAN HOSPITAL 8300 CONSTITUTION AVE NE ALBUQUERQUE NM 87110 WWW.PHS.ORG 6022H2 X X X B 4 PLAINS REGIONAL MEDICAL CENTER 2100 N MARTIN LUTHER KING JR BLV CLOVIS NM 88101 WWW.PHS.ORG 6052 X X X A 5 PRESBYTERIAN ESPANOLA HOSPITAL 1010 SPRUCE ST ESPANOLA NM 87532 WWW.PHS.ORG 6090 X X X A 6 LINCOLN COUNTY MEDICAL CENTER 211 SUDDERTH DR RUIDOSO NM 88345 WWW.PHS.ORG 3199 X X X X A 7 SOCORRO GENERAL HOSPITAL 1202 HIGHWAY 60 WEST SOCORRO NM 87801 WWW.PHS.ORG 3014 X X X X A 8 DR DAN C TRIGG MEMORIAL HOSPITAL 301 E MIEL DE LUNA TUCUMCARI NM 88401 WWW.PHS.ORG 3011 X X X X A A true X X X X X X X X X 13 true false true X WWW.PHS.ORG X WWW.SHARENM.ORG X X X X X X X X X false false true true 200. true 300. true X X X X X true true X X X true false X X X true X false false B true X X X X X X X X X 13 true true true X WWW.PHS.ORG X WWW.SHARENM.ORG X X X X X X X X X false false true true 200. true 300. true X X X X X true true X X X true false X X X true X false false SCHEDULE H, PART V, SECTION B - FACILITY REPORTING GROUP A A SINGLE SCHEDULE H, PART V, SECTION B WAS COMPLETED FOR FACILITY REPORTING GROUP A. THE FOLLOWING HOSPITAL FACILITIES ARE INCLUDED IN FACILITY REPORTING GROUP A: (4) PLAINS REGIONAL MEDICAL CENTER (5) PRESBYTERIAN ESPANOLA HOSPITAL (6) LINCOLN COUNTY MEDICAL CENTER (7) SOCORRO GENERAL HOSPITAL (8) DR. DAN C. TRIGG MEMORIAL HOSPITAL THE FOLLOWING DESCRIPTION FOR SCHEDULE H, PART V, SECTION B, LINE 3 APPLIES TO ALL HOSPITAL FACILITIES INCLUDED IN FACILITY REPORTING GROUP A: AS PART OF THE COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS, PRESBYTERIAN HEALTHCARE SERVICES (PHS) SOLICITED INPUT FROM BOARD MEMBERS, INCLUDING ITS BOARD OF DIRECTORS AND THE COMMUNITY BOARDS OF TRUSTEES FOR EACH OF ITS REGIONAL HOSPITALS. THESE BOARD MEMBERS ARE REPRESENTATIVE OF THE COMMUNITIES, PATIENTS, MEMBERS, PHYSICIANS AND STAKEHOLDERS SERVED. THEY ARE ACTIVE COMMUNITY MEMBERS AND DO NOT RECEIVE COMPENSATION FOR THEIR SERVICE ON THE BOARDS. EACH BOARD INCLUDES PHYSICIANS AND PHYSICIAN LEADERS WHO HAVE SPECIAL KNOWLEDGE OF THE HEALTH NEEDS OF THEIR COMMUNITY. ADDITIONALLY, THE HEALTH PRIORITIES OF THE STATE OF NEW MEXICO AND EACH COUNTY HEALTH COUNCIL WERE REVIEWED FOR ALIGNMENT. PHS ALSO HIRED NEW MEXICO FIRST TO FACILITATE COMMUNITY HEALTH FORUMS TO GAIN INSIGHT INTO THE BARRIERS, OPPORTUNITIES AND POTENTIAL STRATEGIES FOR ACHIEVING THE STATED PRIORITIES. FORUM PARTICIPANTS INCLUDED: - PEOPLE WITH SPECIAL KNOWLEDGE OF OR EXPERTISE IN PUBLIC HEALTH - FEDERAL, TRIBAL, REGIONAL, STATE OR LOCAL HEALTH OR OTHER DEPARTMENTS OR AGENCIES WITH CURRENT DATA OR OTHER INFORMATION RELEVANT TO THE HEALTH NEEDS OF THE COMMUNITY SERVED BY THE HOSPITAL FACILITY - LEADERS, REPRESENTATIVES OR MEMBERS OF MEDICALLY UNDERSERVED, LOW-INCOME AND MINORITY POPULATIONS, AND POPULATIONS WITH CHRONIC DISEASE NEEDS, IN THE COMMUNITY SERVED BY THE HOSPITAL - BUSINESS AND ECONOMIC DEVELOPMENT PROFESSIONALS AND NON-PROFIT LEADERS PARTICIPANTS ENGAGED IN SMALL GROUP DISCUSSIONS IN WHICH THEY COULD SUGGEST PRACTICAL RECOMMENDATIONS TO SUPPORT POSITIVE CHANGE IN THEIR COMMUNITY. IN THESE DISCUSSIONS, FORUM PARTICIPANTS ADDRESSED THE FOLLOWING QUESTIONS: - KNOWING THIS COMMUNITY, WHAT IS PREVENTING HEALTHIER LIFESTYLES? - WHAT CAN MEMBERS OF THIS COMMUNITY DO TO SUPPORT TOBACCO CESSATION, HEALTHIER EATING, AND MORE ACTIVE LIFESTYLES? - KNOWING THIS COMMUNITY, WHAT ARE THE THREE MOST VIABLE IDEAS? THE FOLLOWING DESCRIPTION FOR SCHEDULE H, PART V, SECTION B, LINE 7 APPLIES TO ALL HOSPITAL FACILITIES INCLUDED IN FACILITY REPORTING GROUP A: BASED ON INPUT AND THE POTENTIAL TO IMPACT SIGNIFICANT HEALTH ISSUES IN NEW MEXICO, PRESBYTERIAN HEALTHCARE SERVICES (PHS) SELECTED NUTRITION, PHYSICAL ACTIVITY AND TOBACCO USE AS ITS COMMUNITY HEALTH PRIORITY AREAS. FURTHER INPUT WAS SOUGHT FROM COMMUNITY PARTNERS AND ADVOCATES; AS A RESULT, THE TOBACCO USE PRIORITY WAS EXPANDED TO ENCOMPASS BOTH TOBACCO USE AND SUBSTANCE ABUSE. PHS DESCRIBES THESE PRIORITIES AS HEALTHY EATING, ACTIVE LIVING AND PREVENTION OF UNHEALTHY SUBSTANCE USE. PHS DECIDED TO FOCUS ITS COMMUNITY HEALTH PRIORITIES AND RELATED WORK ON THE PRIORITIZED SIGNIFICANT HEALTH NEEDS. CONSISTENT WITH THE PHS PURPOSE TO IMPROVE THE HEALTH OF THE PATIENTS, MEMBERS AND COMMUNITIES IT SERVES, PRESBYTERIAN REMAINS COMMITTED TO PROVIDING PREVENTIVE, ACUTE, EPISODIC AND CHRONIC CARE TO ADDRESS THE PRIORITY HEALTH CONDITIONS IN EACH COMMUNITY WITH INPUT FROM COMMUNITIES, KEY STAKEHOLDERS AND GOVERNANCE. THE FOLLOWING DESCRIPTION FOR SCHEDULE H, PART V, SECTION B, LINE 14(G) APPLIES TO ALL HOSPITAL FACILITIES INCLUDED IN FACILITY REPORTING GROUP A: PRESBYTERIAN HEALTHCARE SERVICES (PHS) PATIENTS ARE ADVISED OF THE AVAILABILITY OF FINANCIAL ASSISTANCE THROUGH THE PLACEMENT OF APPROPRIATE SIGNAGE IN ENGLISH AND SPANISH AT ALL PHS PATIENT-CARE CENTERS. THE PHS FINANCIAL ASSISTANCE POLICY IS ALSO POSTED ON ITS WEBSITE. PHS FINANCIAL COUNSELORS ATTEMPT TO MAKE DIRECT CONTACT WITH PATIENTS WHO ARE SELF-PAY OR WHO INDICATE AN INABILITY TO PAY FOR THEIR CARE AS PART OF OUR STANDARD ADMISSION PROTOCOL. DURING THE REGISTRATION PROCESS, THE REGISTRARS ARE REQUIRED TO VERIFY PAYMENT SOURCES. IN CASES WHERE PATIENTS ARE UNINSURED OR UNDERINSURED, THEY ARE REFERRED TO A FINANCIAL COUNSELOR. THE COUNSELOR WORKS WITH THE PATIENT TO DETERMINE WHETHER THEY COULD QUALIFY FOR THE MEDICAID PROGRAM OR ANOTHER THIRD PARTY PROGRAM. THE PATIENT IS MADE AWARE OF THE PHS FINANCIAL ASSISTANCE PROGRAM AT THIS TIME AND PROVIDED AN APPLICATION. A SUMMARY OF THE POLICY IS PROVIDED TO THE PATIENT AS WELL AS MADE AVAILABLE ON OUR WEBSITE. THE POLICY ITSELF WILL BE PROVIDED TO ANYONE ON REQUEST, HOWEVER, THE FULL FINANCIAL ASSISTANCE POLICY IS RARELY, IF EVER, REQUESTED BY PATIENTS. PHS UTILIZES THE SYSTEM-WIDE FINANCIAL ASSISTANCE POLICY AS OUR ADMINISTRATIVE FRAMEWORK TO ENSURE THAT WE HAVE A CONSISTENT ADMINISTRATION OF OUR PROGRAM. SCHEDULE H, PART V, SECTION B - FACILITY REPORTING GROUP B A SINGLE SCHEDULE H, PART V, SECTION B WAS COMPLETED FOR FACILITY REPORTING GROUP B. THE FOLLOWING HOSPITAL FACILITIES ARE INCLUDED IN FACILITY REPORTING GROUP B: (1) PRESBYTERIAN HOSPITAL (2) PRESBYTERIAN RUST MEDICAL CENTER (3) PRESBYTERIAN KASEMAN HOSPITAL THE FOLLOWING DESCRIPTION FOR SCHEDULE H, PART V, SECTION B, LINE 3 APPLIES TO ALL HOSPITAL FACILITIES INCLUDED IN FACILITY REPORTING GROUP B: AS PART OF THE COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS, PRESBYTERIAN HEALTHCARE SERVICES (PHS) SOLICITED INPUT FROM BOARD MEMBERS, INCLUDING ITS BOARD OF DIRECTORS AND THE COMMUNITY BOARDS OF TRUSTEES FOR EACH OF ITS REGIONAL HOSPITALS. THESE BOARD MEMBERS ARE REPRESENTATIVE OF THE COMMUNITIES, PATIENTS, MEMBERS, PHYSICIANS AND STAKEHOLDERS SERVED. THEY ARE ACTIVE COMMUNITY MEMBERS AND DO NOT RECEIVE COMPENSATION FOR THEIR SERVICE ON THE BOARDS. EACH BOARD INCLUDES PHYSICIANS AND PHYSICIAN LEADERS WHO HAVE SPECIAL KNOWLEDGE OF THE HEALTH NEEDS OF THEIR COMMUNITY. ADDITIONALLY, THE HEALTH PRIORITIES OF THE STATE OF NEW MEXICO AND EACH COUNTY HEALTH COUNCIL WERE REVIEWED FOR ALIGNMENT. PHS ALSO HIRED NEW MEXICO FIRST TO FACILITATE COMMUNITY HEALTH FORUMS TO GAIN INSIGHT INTO THE BARRIERS, OPPORTUNITIES AND POTENTIAL STRATEGIES FOR ACHIEVING THE STATED PRIORITIES. FORUM PARTICIPANTS INCLUDED: - PEOPLE WITH SPECIAL KNOWLEDGE OF OR EXPERTISE IN PUBLIC HEALTH - FEDERAL, TRIBAL, REGIONAL, STATE OR LOCAL HEALTH OR OTHER DEPARTMENTS OR AGENCIES WITH CURRENT DATA OR OTHER INFORMATION RELEVANT TO THE HEALTH NEEDS OF THE COMMUNITY SERVED BY THE HOSPITAL FACILITY - LEADERS, REPRESENTATIVES OR MEMBERS OF MEDICALLY UNDERSERVED, LOW-INCOME AND MINORITY POPULATIONS, AND POPULATIONS WITH CHRONIC DISEASE NEEDS, IN THE COMMUNITY SERVED BY THE HOSPITAL - BUSINESS AND ECONOMIC DEVELOPMENT PROFESSIONALS AND NON-PROFIT LEADERS PARTICIPANTS ENGAGED IN SMALL GROUP DISCUSSIONS IN WHICH THEY COULD SUGGEST PRACTICAL RECOMMENDATIONS TO SUPPORT POSITIVE CHANGE IN THEIR COMMUNITY. IN THESE DISCUSSIONS, FORUM PARTICIPANTS ADDRESSED THE FOLLOWING QUESTIONS: - KNOWING THIS COMMUNITY, WHAT IS PREVENTING HEALTHIER LIFESTYLES? - WHAT CAN MEMBERS OF THIS COMMUNITY DO TO SUPPORT TOBACCO CESSATION, HEALTHIER EATING, AND MORE ACTIVE LIFESTYLES? - KNOWING THIS COMMUNITY, WHAT ARE THE THREE MOST VIABLE IDEAS? THE FOLLOWING DESCRIPTION FOR SCHEDULE H, PART V, SECTION B, LINE 4 APPLIES TO ALL HOSPITAL FACILITIES INCLUDED IN FACILITY REPORTING GROUP B: THE CENTRAL NEW MEXICO CHNA WAS CONDUCTED BY THE FOLLOWING HOSPITAL FACILITIES: (1) PRESBYTERIAN HOSPITAL (2) PRESBYTERIAN RUST MEDICAL CENTER (3) PRESBYTERIAN KASEMAN HOSPITAL THE FOLLOWING DESCRIPTION FOR SCHEDULE H, PART V, SECTION B, LINE 7 APPLIES TO ALL HOSPITAL FACILITIES INCLUDED IN FACILITY REPORTING GROUP B: BASED ON INPUT AND THE POTENTIAL TO IMPACT SIGNIFICANT HEALTH ISSUES IN NEW MEXICO, PRESBYTERIAN HEALTHCARE SERVICES (PHS) SELECTED NUTRITION, PHYSICAL ACTIVITY AND TOBACCO USE AS ITS COMMUNITY HEALTH PRIORITY AREAS. FURTHER INPUT WAS SOUGHT FROM COMMUNITY PARTNERS AND ADVOCATES; AS A RESULT, THE TOBACCO USE PRIORITY WAS EXPANDED TO ENCOMPASS BOTH TOBACCO USE AND SUBSTANCE ABUSE. PHS DESCRIBES THESE PRIORITIES AS HEALTHY EATING, ACTIVE LIVING AND PREVENTION OF UNHEALTHY SUBSTANCE USE. PHS DECIDED TO FOCUS ITS COMMUNITY HEALTH PRIORITIES AND RELATED WORK ON THE PRIORITIZED SIGNIFICANT HEALTH NEEDS. CONSISTENT WITH THE PHS PURPOSE TO IMPROVE THE HEALTH OF THE PATIENTS, MEMBERS AND COMMUNITIES IT SERVES, PRESBYTERIAN REMAINS COMMITTED TO PROVIDING PREVENTIVE, ACUTE, EPISODIC AND CHRONIC CARE TO ADDRESS THE PRIORITY HEALTH CONDITIONS IN EACH COMMUNITY WITH INPUT FROM COMMUNITIES, KEY STAKEHOLDERS AND GOVERNANCE. THE FOLLOWING DESCRIPTION FOR SCHEDULE H, PART V, SECTION B, LINE 14(G) APPLIES TO ALL HOSPITAL FACILITIES INCLUDED IN FACILITY REPORTING GROUP B: PRESBYTERIAN HEALTHCARE SERVICES (PHS) PATIENTS ARE ADVISED OF THE AVAILABILITY OF FINANCIAL ASSISTANCE THROUGH THE PLACEMENT OF APPROPRIATE SIGNAGE IN ENGLISH AND SPANISH AT ALL PHS PATIENT-CARE CENTERS. THE PHS FINANCIAL ASSISTANCE POLICY IS ALSO POSTED ON ITS WEBSITE. PHS FINANCIAL COUNSELORS ATTEMPT TO MAKE DIRECT CONTACT WITH PATIENTS WHO ARE SELF-PAY OR WHO INDICATE AN INABILITY TO PAY FOR THEIR CARE AS PART OF OUR STANDARD ADMISSION PROTOCOL. DURING THE REGISTRATION PROCESS, THE REGISTRARS ARE REQUIRED TO VERIFY PAYMENT SOURCES. IN CASES WHERE PATIENTS ARE UNINSURED OR UNDERINSURED, THEY ARE REFERRED TO A FINANCIAL COUNSELOR. THE COUNSELOR WORKS WITH THE PATIENT TO DETERMINE WHETHER THEY COULD QUALIFY FOR THE MEDICAID PROGRAM OR ANOTHER THIRD PARTY PROGRAM. THE PATIENT IS MADE AWARE OF THE PHS FINANCIAL ASSISTANCE PROGRAM AT THIS TIME AND PROVIDED AN APPLICATION. A SUMMARY OF THE POLICY IS PROVIDED TO THE PATIENT AS WELL AS MADE AVAILABLE ON OUR WEBSITE. THE POLICY ITSELF WILL BE PROVIDED TO ANYONE ON REQUEST, HOWEVER, THE FULL FINANCIAL ASSISTANCE POLICY IS RARELY, IF EVER, REQUESTED BY PATIENTS. PHS UTILIZES THE SYSTEM-WIDE FINANCIAL ASSISTANCE POLICY AS OUR ADMINISTRATIVE FRAMEWORK TO ENSURE THAT WE HAVE A CONSISTENT ADMINISTRATION OF OUR PROGRAM. 37 PHS AMBULATORY CARE CLINIC 201 CEDAR ST SE ALBUQUERQUE NM 87106 PRIMARY & SPECIALTY MEDICAL CLINIC & CARDIOLOGY CENTER PHS AMBULATORY CARE CLINIC 8300 CONSTITUTION AVE NE ALBUQUERQUE NM 87110 PRIMARY & SPECIALTY MEDICAL CLINIC, PAIN & SPINE CLINIC & RADIATION ONCOLOGY PHS AMBULATORY CARE CLINIC 2400 UNSER BLVD SE RIO RANCHO NM 87124 SPECIALTY MEDICAL CLINIC PHS AMBULATORY CARE CLINIC 5901 HARPER NE ALBUQUERQUE NM 87109 PRIMARY & SPECIALTY MEDICAL CLINIC & URGENT CARE CENTER PHS AMBULATORY CARE CLINIC 8800 MONTGOMERY BLVD NE ALBUQUERQUE NM 87111 PRIMARY & SPECIALTY MEDICAL CLINIC PHS AMBULATORY CARE CLINIC 200 EMILIO LOPEZ ROAD LOS LUNAS NM 87031 PRIMARY & SPECIALTY MEDICAL CLINIC PHS AMBULATORY CARE CLINIC 3436 ISLETA BLVD SW ALBUQUERQUE NM 87105 PRIMARY & SPECIALTY MEDICAL CLINIC & URGENT CARE CENTER PHS AMBULATORY CARE CLINIC 3901 ATRISCO NW ALBUQUERQUE NM 87120 PRIMARY & SPECIALTY MEDICAL CLINIC & URGENT CARE CENTER PHS AMBULATORY CARE CLINIC 4005 HIGH RESORT BLVD RIO RANCHO NM 87124 PRIMARY & SPECIALTY MEDICAL CLINIC PHS AMBULATORY CARE CLINIC 401 SAN MATEO SE ALBUQUERQUE NM 87108 PRIMARY & SPECIALTY MEDICAL CLINIC & URGENT CARE CENTER PHS AMBULATORY CARE CLINIC 609 S CHRISTOPHER RD BELEN NM 87002 PRIMARY & SPECIALTY MEDICAL CLINIC & URGENT CARE CENTER PHS AMBULATORY CARE CLINIC 4100 HIGH RESORT BLVD SE RIO RANCHO NM 87124 SPECIALTY MEDICAL CLINIC & URGENT CARE CENTER PHS AMBULATORY CARE CLINIC 3715 SOUTHERN BLVD RIO RANCHO NM 87124 PRIMARY & SPECIALTY MEDICAL CLINIC PLAINS REGIONAL OUTPATIENT SURGERY 2421 WEST 21ST ST CLOVIS NM 88101 AMBULATORY OUTPATIENT SURGERY PHS AMBULATORY CARE CLINIC 1202 HWY 60 WEST SOCORRO NM 87801 PRIMARY & SPECIALTY MEDICAL CLINIC PHS AMBULATORY CARE CLINIC 121 EL PASO ROAD RUIDOSO NM 88345 PRIMARY & SPECIALTY MEDICAL CLINIC & AMBULATORY SURGERY CENTER PRESBYTERIAN HEALTHPLEX 6301 FOREST HILLS DR NE ALBUQUERQUE NM 87109 CARDIAC & PULMONARY REHABILITATION PHS AMBULATORY CARE CLINIC 2200 WEST 21ST STREET CLOVIS NM 88101 PRIMARY & SPECIALTY MEDICAL CLINIC PHS AMBULATORY CARE CLINIC 1010 SPRUCE ST ESPANOLA NM 87532 PRIMARY & SPECIALTY MEDICAL CLINIC & URGENT CARE CENTER PRMC CANCER CENTER 2219 DILLON ST CLOVIS NM 88101 CANCER TREATMENT CENTER PHS AMBULATORY CARE CLINIC 1325 WYOMING NE ALBUQUERQUE NM 87112 ADULT BEHAVIORAL HEALTH CLINIC PHS AMBULATORY CARE CLINIC 1100 CENTRAL SE ALBUQUERQUE NM 87105 PEDIATRIC URGENT CARE PHS AMBULATORY CARE CLINIC 5550 WYOMING BLVD NE ALBUQUERQUE NM 87108 PRIMARY & SPECIALTY MEDICAL CLINIC PHS AMBULATORY CARE CLINIC 8312 KASEMAN CT ALBUQUERQUE NM 87110 CHILD BEHAVIORAL HEALTHCARE MD URGENT CARE CLINIC 7920 CARMEL AVE NE ALBUQUERQUE NM 87122 URGENT CARE CENTER MD URGENT CARE CLINIC 1648 ALAMEDA BLVD NW ALBUQUERQUE NM 87114 URGENT CARE CENTER PHS AMBULATORY CARE CLINIC 8120 CONSTITUTION PL NE STE 120 ALBUQUERQUE NM 87110 NEUROLOGY PRESBYTERIAN OUTPATIENT HOSPICE 8100 CONSTITUTION PL NE STE 400 ALBUQUERQUE NM 87110 HOSPICE CENTER, HOME HEALTH & ARTHRITIS CLINIC PHS AMBULATORY CARE CLINIC 6100 PAN AMERICAN NE STE 450 ALBUQUERQUE NM 87109 OB/GYN CLINIC CARRIZOZO HEALTH CENTER 710 AVENUE E CARRIZOZO NM 88301 PRIMARY & SPECIALTY MEDICAL CLINIC CORONA HEALTH CLINIC 471 MAIN ST CORONA NM 88318 PRIMARY & SPECIALTY MEDICAL CLINIC CAPITAN MEDICAL CLINIC 405 LINCOLN WAY CAPITAN NM 88316 PRIMARY & SPECIALTY MEDICAL CLINIC PHS AMBULATORY CARE CLINIC 211 SUDDERTH DR RUIDOSO NM 88345 BEHAVIORAL HEALTH CLINIC PHS AMBULATORY CARE CLINIC 402 E MIEL DE LUNA TUCUMCARI NM 88401 PRIMARY & SPECIALTY MEDICAL CLINIC & GENERAL SURGERY PHS AMBULATORY CARE CLINIC 1204 HWY 60 WEST SOCORRO NM 87801 AUDIOLOGY CLINIC PHS AMBULATORY CARE CLINIC 1100 LEAD SE ALBUQUERQUE NM 87108 GASTROENTEROLOGY LAB PRESBYTERIAN AQUATICS 5528 EUBANK BLVD NE ALBUQUERQUE NM 87111 PHYSICAL THERAPY POOL SCHEDULE H, PART I, LINE 7G THE COST OF SUBSIDIZED HEALTH SERVICES PROVIDED BY PRESBYTERIAN HEALTHCARE SERVICES (PHS) AMBULATORY CARE CLINICS INCLUDED IN LINE 7G AMOUNTED TO $4,612,536. SCHEDULE H, PART I, LINE 7 PRESBYTERIAN HEALTHCARE SERVICES (PHS) USED A COMBINATION OF OUR COST-ACCOUNTING SYSTEM AND THE APPROPRIATE COST-TO-CHARGE RATIO, WHERE APPLICABLE, TO CALCULATE THE MOST ACCURATE COST OF FINANCIAL ASSISTANCE AND OTHER COMMUNITY BENEFITS REPORTED IN LINE 7. FOR EXAMPLE, THE COST OF FINANCIAL ASSISTANCE WAS DETERMINED BY APPLYING THE COST-TO-CHARGE RATIO TO CHARITY CHARGES AND THEN SUBTRACTING ALL PAYMENTS RECEIVED ON CHARITY ACCOUNTS. HOWEVER, THE COST-ACCOUNTING SYSTEM WAS BETTER ABLE TO PROVIDE AN ACCURATE MEASUREMENT OF UNREIMBURSED MEDICAID AND UNREIMBURSED COST OF OTHER MEANS-TESTED GOVERNMENT PROGRAMS. THE COST-ACCOUNTING SYSTEM WAS ALSO USED IN DETERMINING THE COST OF SUBSIDIZED HEALTH SERVICES. OUR COST ACCOUNTING SYSTEM CAPTURES ALL PATIENT SEGMENTS WITHIN THE PRESBYTERIAN DELIVERY SYSTEM INCLUDING ALL POPULATIONS WITHIN THE HOSPITAL SYSTEM AND WITHIN THE AMBULATORY HEALTH CLINICS. THE COST-TO-CHARGE RATIO UTILIZED WAS DERIVED FROM OUR MEDICARE COST REPORTS AND WAS NOT CALCULATED ON THE EXACT PARAMETERS OF WORKSHEET 2 OF THE SCHEDULE H INSTRUCTIONS. PHS BELIEVES THE COST-TO-CHARGE RATIOS UTILIZED BEST REPRESENT THE ACTUAL COST OF CARE IN EACH CIRCUMSTANCE. SCHEDULE H, PART II PRESBYTERIAN HEALTHCARE SERVICES' (PHS) COMMUNITY BUILDING ACTIVITIES INCLUDE SUPPORT FOR HEALTHCARE ORGANIZATIONS THAT PROVIDE SERVICES TO INDIVIDUALS WHO ARE HOMELESS OR TO PERSONS WITH CHRONIC HEALTH CHALLENGES. THESE EFFORTS ALSO EMPHASIZE QUALITY IMPROVEMENT AND FINANCIAL SUPPORT FOR QUALITY IMPROVEMENT ORGANIZATIONS LOCALLY AND NATIONALLY. IN ADDITION, PHS SUPPORTS EDUCATIONAL IMPROVEMENT, BOTH FOR THE GENERAL POPULATION AND FOR THE NURSING PROFESSION SPECIFICALLY. PHS' HUMAN RESOURCES DEPARTMENT PROVIDES MANY MAN HOURS OF COMMUNITY OUTREACH TO EDUCATE YOUTH AND ADULTS ON CAREER OPPORTUNITIES AND WAYS THEY CAN PREPARE THEMSELVES FOR THOSE OPPORTUNITIES. PHS ALSO SUPPORTS ECONOMIC DEVELOPMENT IN THE COMMUNITIES WE SERVE AND PARTICIPATES IN NUMEROUS FUND-RAISING ACTIVITIES BENEFITTING OTHER COMMUNITY RESOURCES SUCH AS THE ALBUQUERQUE BIO-PARK AND THE CHAMBER OF COMMERCE. PERHAPS MORE IMPORTANT THAN OUR FINANCIAL SUPPORT FOR THESE COMMUNITY BUILDING ACTIVITIES IS OUR SENIOR LEADER INVOLVEMENT ON THE BOARDS AND COMMITTEES OF COMMUNITY ORGANIZATIONS THROUGHOUT NEW MEXICO AND ACROSS ALL OF THESE CATEGORIES. ALL CASH AND IN-KIND FINANCIAL, STAFF, AND FACILITY SUPPORT FOR THESE COMMUNITY BUILDING GROUPS ARE INCLUDED IN SCHEDULE H, PARTS I AND II. HOWEVER, THE WORK TIME SPENT BY OUR SENIOR LEADERS IN SUPPORTING AND PARTICIPATING IN THESE COMMUNITY ORGANIZATIONS IS NOT REFLECTED IN SCHEDULE H, PARTS I AND II. SCHEDULE H, PART III, LINE 2 NET BAD DEBT EXPENSE, MEASURED AT GROSS CHARGES, IS MULTIPLIED BY THE APPROPRIATE COST-TO-CHARGE RATIO TO DETERMINE THE COST OF BAD DEBT TO REPORT ON PART III, LINE 2. SCHEDULE H, PART III, LINE 3 PRESBYTERIAN HEALTHCARE SERVICES (PHS) USES A PRESUMPTIVE FINANCIAL ASSISTANCE SOFTWARE ALGORITHM TO DETERMINE SPECIFIC PATIENT ACCOUNTS THAT QUALIFY FOR FINANCIAL ASSISTANCE, ALTHOUGH INITIALLY CLASSIFIED AS BAD DEBT. THESE ACCOUNTS ARE RECORDED ON THIS SCHEDULE AS FINANCIAL ASSISTANCE AND NOT AS BAD DEBT. COLLECTION ACTIONS ARE NOT PURSUED ON THESE ACCOUNTS ONCE THEY ARE CLASSIFIED AS FINANCIAL ASSISTANCE. HOWEVER, AFTER ANALYZING THE RESULTS OF OUR SOFTWARE ALGORITHM AGAINST PATIENT CREDIT SCORES FOR ACCOUNTS RECORDED IN BAD DEBT, THE DIRECTOR OF PATIENT FINANCIAL SERVICES HAS FOUND THAT APPROXIMATELY 65.16% OF SUCH ACCOUNTS WOULD QUALIFY FOR FULL FINANCIAL ASSISTANCE IF THEY HAD COMPLETED THE APPLICATION PROCESS AND PROVIDED THE REQUIRED DOCUMENTATION. THEREFORE, WE HAVE RECORDED 65.16% OF THE COST OF BAD DEBT HERE. SCHEDULE H, PART III, LINE 4 THE FOLLOWING IS THE TEXT OF THE BAD DEBT FOOTNOTE FROM THE PRESBYTERIAN HEALTHCARE SERVICES (PHS) CONSOLIDATED FINANCIAL STATEMENTS: NET PATIENT ACCOUNTS RECEIVABLE - NET PATIENT ACCOUNTS RECEIVABLE HAVE BEEN ADJUSTED TO THE ESTIMATED AMOUNTS EXPECTED TO BE COLLECTED. ACCOUNTS RECEIVABLE ARE REDUCED BY AN ALLOWANCE FOR DOUBTFUL ACCOUNTS. IN EVALUATING THE COLLECTIBILITY OF ACCOUNTS RECEIVABLE, PHS ANALYZES ITS PAST HISTORY AND IDENTIFIES TRENDS FOR EACH OF ITS MAJOR PAYOR SOURCES OF REVENUE TO ESTIMATE THE APPROPRIATE ALLOWANCE FOR DOUBTFUL ACCOUNTS AND PROVISION FOR BAD DEBTS. MANAGEMENT REGULARLY REVIEWS DATA ABOUT THESE MAJOR PAYOR SOURCES OF REVENUE IN EVALUATING THE SUFFICIENCY OF THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. FOR RECEIVABLES ASSOCIATED WITH SERVICES PROVIDED TO PATIENTS WHO HAVE THIRD-PARTY COVERAGE, PHS ANALYZES CONTRACTUALLY DUE AMOUNTS AND PROVIDES AN ALLOWANCE FOR DOUBTFUL ACCOUNTS AND A PROVISION FOR BAD DEBTS, IF NECESSARY (FOR EXAMPLE, FOR EXPECTED UNCOLLECTIBLE DEDUCTIBLES AND CO-PAYMENTS ON ACCOUNTS FOR WHICH THE THIRD-PARTY PAYOR HAS NOT YET PAID, OR FOR PAYORS WHO ARE KNOWN TO BE HAVING FINANCIAL DIFFICULTIES THAT MAKE THE REALIZATION OF AMOUNTS DUE UNLIKELY). PHS HAS A POLICY OF PROVIDING DISCOUNTS TO SELF-PAY PATIENTS WITHOUT INSURANCE. FOR RECEIVABLES ASSOCIATED WITH SELF-PAY PATIENTS (WHICH INCLUDES BOTH PATIENTS WITHOUT INSURANCE AND PATIENTS WITH DEDUCTIBLE AND CO-PAYMENT BALANCES DUE FOR WHICH THIRD-PARTY COVERAGE EXISTS FOR PART OF THE BILL), PHS RECORDS A SIGNIFICANT PROVISION FOR BAD DEBTS IN THE PERIOD OF SERVICE ON THE BASIS OF ITS PAST EXPERIENCE, WHICH INDICATES THAT MANY PATIENTS ARE UNABLE OR UNWILLING TO PAY THE PORTION OF THEIR BILL FOR WHICH THEY ARE FINANCIALLY RESPONSIBLE. THE DIFFERENCE BETWEEN THE STANDARD RATES (OR THE DISCOUNTED RATES IF APPLICABLE) AND THE AMOUNTS ACTUALLY COLLECTED AFTER ALL REASONABLE COLLECTION EFFORTS HAVE BEEN EXHAUSTED IS CHARGED OFF AGAINST THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. PHS' ALLOWANCE FOR DOUBTFUL ACCOUNTS AS A PERCENTAGE OF SELF-PAY PATIENT RECEIVABLES WAS 77% AT DECEMBER 31, 2012 AND 2013. HOWEVER, PHS'S PROVISION FOR DOUBTFUL ACCOUNTS INCREASED FROM $85,359,000 FOR FISCAL YEAR 2012 TO $107,501,000 FOR FISCAL YEAR 2013. THE MAJORITY OF THIS INCREASE IS THE RESULT OF A GREATER NUMBER OF PATIENTS WITH HIGH DEDUCTIBLE PLANS OR WITHOUT INSURANCE, WHICH HAS INCREASED SELF-PAY RECEIVABLES IN 2013. PHS' UNINSURED DISCOUNT POLICIES DURING FISCAL YEARS 2012 AND 2013, PROVIDED FOR A DISCOUNT OF 30% FROM STANDARD RATES FOR MOST SERVICES. THESE UNINSURED DISCOUNTS ARE RECORDED WITH CONTRACTUAL ADJUSTMENTS AS A DEDUCTION OF PATIENT SERVICE REVENUE. PHS DOES NOT MAINTAIN A MATERIAL ALLOWANCE FOR DOUBTFUL ACCOUNTS FROM THIRD-PARTY PAYORS, NOR HAVE THERE BEEN SIGNIFICANT WRITE-OFFS FROM THIRD-PARTY PAYORS. SCHEDULE H, PART III, LINE 8 TOTAL MEDICARE REVENUE RECEIVED IS COLLECTED FROM OUR PATIENT FINANCIAL SERVICES BILLING SYSTEM. THE COST TO PROVIDE CARE TO MEDICARE PATIENTS IS COMPUTED BASED ON THE APPROPRIATE COST-TO-CHARGE RATIO APPLIED TO MEDICARE CHARGES ASSOCIATED WITH THE NET REVENUE REPORTED ON LINE 5. THE RESULTING SHORTFALL IS REPORTED ON LINE 7. PRESBYTERIAN HEALTHCARE SERVICES (PHS) STRONGLY BELIEVES THAT THIS MEDICARE SHORTFALL REPRESENTS A VALUABLE BENEFIT TO THE COMMUNITIES WE SERVE AND SHOULD BE RECOGNIZED AS A COMMUNITY BENEFIT IN ITS ENTIRETY FOR THE FOLLOWING REASONS: - ABSENT THE MEDICARE PROGRAM, AND OUR FULL PARTICIPATION IN THE PROGRAM, IT IS LIKELY MANY OF THE INDIVIDUALS WE TREAT WOULD QUALIFY FOR FINANCIAL ASSISTANCE OR OTHER NEEDS-BASED GOVERNMENT PROGRAMS. - BY ACCEPTING PAYMENT BELOW COST TO TREAT THESE INDIVIDUALS, THE BURDENS OF GOVERNMENT IN NEW MEXICO ARE GREATLY RELIEVED WITH RESPECT TO THESE INDIVIDUALS. - THERE CONTINUES TO BE A SIGNIFICANT POSSIBILITY THAT THE CONTINUED REDUCTION IN REIMBURSEMENT RATES FOR THE MEDICARE PROGRAM MAY ACTUALLY CREATE DIFFICULTIES IN HEALTHCARE ACCESS FOR THE PATIENTS WE CURRENTLY TREAT UNDER THIS PROGRAM. - THE AMOUNT THAT PHS SPENDS EACH YEAR TO COVER THIS SUBSTANTIAL MEDICARE SHORTFALL DECREASES THE AMOUNT AVAILABLE TO COVER FINANCIAL ASSISTANCE AND OTHER COMMUNITY BENEFIT NEEDS. SCHEDULE H, PART III, LINE 9B PRESBYTERIAN HEALTHCARE SERVICES (PHS) HAS A SELF PAY PAYMENT AND COLLECTION POLICY (PFS.PHS.115) WHICH INCLUDES THE FOLLOWING PROVISIONS: "PHS OFFERS FINANCIAL ASSISTANCE FOR PATIENTS WHO MEET THE QUALIFICATIONS SET FORTH IN THE PHS FINANCIAL ASSISTANCE POLICY (FAP)(PFS.PDS.116). PATIENTS ARE ELIGIBLE TO APPLY FOR FINANCIAL ASSISTANCE DURING OR AFTER THE NOTIFICATION PERIOD. IN THE EVENT FINANCIAL ASSISTANCE IS APPROVED AFTER AN ACCOUNT HAS BEEN REFERRED TO A COLLECTION AGENCY, THE BALANCE WILL BE RECALLED AND PHS WILL SEND A REQUEST TO THE COLLECTION AGENCY TO REMOVE ADVERSE CREDIT REPORTING." SCHEDULE H, PART VI, LINE 2 THE COMMUNITY HEALTH NEEDS ASSESSMENTS, CONDUCTED IN 2013 FOR ALL PRESBYTERIAN HEALTHCARE SERVICES (PHS) HOSPITAL FACILITIES, ARE THE PRIMARY MEANS UTILIZED TO ASSESS THE HEALTH CARE NEEDS OF THE COMMUNITIES WE SERVE. THESE ASSESSMENTS WERE THOROUGH AND INCLUSIVE. SCHEDULE H, PART VI, LINE 3 PRESBYTERIAN HEALTHCARE SERVICES (PHS) IS COMMITTED TO PROVIDING BENEFITS TO THE COMMUNITY. AS A NONPROFIT, CHARITABLE, COMMUNITY-BASED HEALTHCARE PROVIDER, PHS PROVIDES MEDICALLY NECESSARY SERVICES AT NO CHARGE OR AT A REDUCED CHARGE BASED ON A SLIDING SCALE TO PATIENTS WHO MEET THE SPECIFIC CRITERIA DEFINED IN OUR FINANCIAL ASSISTANCE POLICY. THESE CRITERIA ARE CONSISTENTLY APPLIED. PHS PATIENTS ARE ADVISED OF THE AVAILABILITY OF FINANCIAL ASSISTANCE THROUGH THE PLACEMENT OF APPROPRIATE SIGNAGE IN ENGLISH AND SPANISH AT ALL PHS PATIENT-CARE CENTERS. THE PHS FINANCIAL ASSISTANCE POLICY IS ALSO POSTED ON ITS WEBSITE. PHS FINANCIAL COUNSELORS ATTEMPT TO MAKE DIRECT CONTACT WITH PATIENTS WHO ARE SELF-PAY OR WHO INDICATE AN INABILITY TO PAY FOR THEIR CARE AS PART OF OUR STANDARD ADMISSION PROTOCOL. THE PHS PATIENT FINANCIAL SERVICES DEPARTMENT MAINTAINS AN EFFECTIVE COMMUNICATION PROGRAM AMONG ALL AREAS OF THE PRESBYTERIAN DELIVERY SYSTEM TO ENSURE THE CONSISTENT APPLICATION OF THIS FINANCIAL ASSISTANCE POLICY. WHEN A PATIENT INDICATES OR DEMONSTRATES AN "INABILITY TO PAY" OR A NEED FOR FINANCIAL ASSISTANCE, A PHS FINANCIAL COUNSELOR FROM THE PHS PATIENT FINANCIAL SERVICES DEPARTMENT, OR ANOTHER APPROPRIATE PHS REPRESENTATIVE, REVIEWS WITH THE PATIENT GOVERNMENT PROGRAMS THAT MAY BE AVAILABLE TO HIM OR HER AND PROVIDES THE PATIENT WITH A SELF-PAY RESOURCE PACKET WHICH CONTAINS A FINANCIAL ASSISTANCE APPLICATION. THE COUNSELOR OR OTHER PHS REPRESENTATIVE WILL ASSIST THE PATIENT IN APPLYING FOR GOVERNMENT ASSISTANCE AND/OR COMPLETING THE APPLICATION FOR PHS FINANCIAL ASSISTANCE AND OBTAINING ALL REQUIRED DOCUMENTATION. SCHEDULE H, PART VI, LINE 4 PRESBYTERIAN HEALTHCARE SERVICES' (PHS) HEALTHCARE DELIVERY SYSTEM IS DIVIDED INTO THE CENTRAL NEW MEXICO DELIVERY SYSTEM (CDS) AND THE REGIONAL DELIVERY SYSTEM (RDS). THE CDS INCLUDES PRESBYTERIAN HOSPITAL, PRESBYTERIAN KASEMAN HOSPITAL, PRESBYTERIAN RUST MEDICAL CENTER, AND NUMEROUS AMBULATORY CARE CLINICS SUPPORTING THESE FACILITIES IN THE FOUR-COUNTY METRO AREA. THIS FOUR-COUNTY AREA INCLUDES THE COUNTIES CONTAINING AND SURROUNDING ALBUQUERQUE: BERNALILLO, SANDOVAL, TORRANCE, AND VALENCIA. THE POPULATION IN THIS AREA TENDS TO BE MORE URBAN THAN MOST OF NEW MEXICO AND THE CITIZENS IN THIS AREA HAVE MORE HEALTH CARE OPTIONS. THE RDS INCLUDES DR. DAN C. TRIGG MEMORIAL HOSPITAL, PRESBYTERIAN ESPANOLA HOSPITAL, LINCOLN COUNTY MEDICAL CENTER, PLAINS REGIONAL MEDICAL CENTER, SOCORRO GENERAL HOSPITAL AND THEIR ASSOCIATED CLINICS. TRIGG, LINCOLN COUNTY, AND SOCORRO HOSPITALS ARE DESIGNATED AS CRITICAL ACCESS HOSPITALS FOR THE COMMUNITIES THEY SERVE. EACH OF THESE REGIONAL LOCATIONS IS PRIMARILY RURAL WITH LOWER INCOMES, LESS ACCESS TO HEALTHCARE FOR THEIR CITIZENS, AND SPECIFIC HEALTH CHALLENGES FOR THE POPULATIONS. FOR DETAILED DESCRIPTIONS OF EACH OF THE GEOGRAPHIC AND DEMOGRAPHIC AREAS SERVED BY PHS, PLEASE REFER TO THE CORRESPONDING COMMUNITY HEALTH NEEDS ASSESSMENT REPORTS AT WWW.PHS.ORG. SCHEDULE H, PART VI, LINE 5 COMMUNITY-BASED VOLUNTEER BOARDS ARE THE CORNERSTONE OF PRESBYTERIAN HEALTHCARE SERVICES' (PHS) GOVERNANCE SYSTEM. THE PHS BOARD, WITH KEY SUPPORTING COMMITTEES IN COMPLIANCE AND AUDIT, EXECUTIVE COMPENSATION, FINANCE, GOVERNANCE, AND QUALITY, IS ULTIMATELY RESPONSIBLE FOR THE ENTIRE SYSTEM. THE OVERALL GOVERNANCE STRUCTURE ALSO INCLUDES A VOLUNTEER BOARD OF TRUSTEES FOR EACH OF THE SERVICE AREAS OR HOSPITALS. THE HOSPITAL AFFILIATE BOARDS REPORT TO THE PHS BOARD, GOVERN IN THE COMMUNITIES WHERE THEY RESIDE, AND ARE CHARGED WITH ASSESSING AND ENSURING THE APPROPRIATENESS OF THE HEALTH CARE SERVICES PROVIDED. THE HOSPITALS' MEDICAL STAFFS ORGANIZE AND ENGAGE INDEPENDENT AND EMPLOYED PHYSICIANS IN HOSPITAL DECISION-MAKING, CREDENTIALING, AND OVERSIGHT OF QUALITY OF PATIENT CARE. PHYSICIANS ARE ACTIVE MEMBERS OF PRESBYTERIAN'S LEADERSHIP AND GOVERNING BOARDS, SERVING ON THE PHS BOARD OF DIRECTORS AND ITS COMMITTEES AS WELL AS PROVIDING OPERATIONAL AND CLINICAL LEADERSHIP. ALL PHS HOSPITALS MAINTAIN OPEN MEDICAL STAFFS AND PROVIDE 24-HOUR EMERGENCY CARE. ALL OF OUR FACILITIES PROVIDE FREE OR DISCOUNTED MEDICALLY NECESSARY CARE TO PATIENTS WHO ARE UNABLE TO PAY. IN ADDITION, WE PROVIDE MANY NEEDED SERVICES, INCLUDING PEDIATRIC SPECIALTY SERVICES AND BEHAVIORAL HEALTH SERVICES, AT A FINANCIAL LOSS, SERVICES THAT WOULD BECOME THE BURDEN OF GOVERNMENT OR ANOTHER NONPROFIT, OR SIMPLY NOT BE AVAILABLE, IF WE DISCONTINUED THEM. PHS IS A FULL PARTICIPANT IN THE MEDICARE AND MEDICAID PROGRAMS, ALONG WITH NUMEROUS OTHER GOVERNMENTAL, NEEDS-BASED PROGRAMS. PHS REINVESTS THE MARGIN WE EARN INTO BETTER HEALTH CARE FOR NEW MEXICO. WE HAVE NO SHAREHOLDERS TO SATISFY - ONLY FELLOW NEW MEXICANS TO SERVE. WE HAVE REINVESTED MORE THAN $631 MILLION INTO LOCAL HEALTH CARE IN THE LAST FIVE YEARS ALONE. IN OCTOBER OF 2011, PHS OPENED RIO RANCHO'S FIRST FULL-SERVICE HOSPITAL - THE PRESBYTERIAN RUST MEDICAL CENTER. THE RUST MEDICAL CENTER IS NEW MEXICO'S FIRST 21ST CENTURY HOSPITAL WITH 92 PRIVATE PATIENT ROOMS AND PROVEN DESIGN ELEMENTS TO HELP STAFF DELIVER CARE AND TO HELP PATIENTS HEAL FASTER. WE ARE CONTINUING TO REINVEST OUR FUNDS TO IMPROVE PATIENT SAFETY THROUGH TECHNOLOGY SUCH AS PHARMACY AUTOMATION AND ELECTRONIC MEDICAL RECORDS. SCHEDULE H, PART VI, LINE 6 PRESBYTERIAN HEALTHCARE SERVICES (PHS) IS A NONPROFIT INTEGRATED HEALTH CARE SYSTEM THAT HAS SERVED THE STATE OF NEW MEXICO FOR MORE THAN 105 YEARS. PHS PROVIDES PATIENTS WITH PREVENTATIVE, DIAGNOSTIC, AND TREATMENT SERVICES IN HOSPITALS AND AMBULATORY FACILITIES THROUGHOUT NEW MEXICO AND EMPLOYS PHYSICIANS AND MID-LEVEL PRACTITIONERS SUCH AS NURSE PRACTITIONERS AND PHYSICIAN ASSISTANTS IN 37 PRIMARY AND MULTIPLE-SPECIALTY CLINICS LOCATED ACROSS NEW MEXICO. IN ADDITION, THROUGH INNOVATIVE SERVICES, MANY PATIENTS HAVE THE BENEFIT OF A PATIENT-CENTERED MEDICAL HOME AND CAN INTERACT WITH PHYSICIANS AND MID-LEVEL PRACTITIONERS ONLINE THROUGH E-VISITS AND IN THEIR HOME SETTING THROUGH THE HOSPITAL AT HOME PROGRAM. PHS OFFERS EMERGENCY RESPONSE AND NON-EMERGENCY AMBULANCE SERVICES IN ALBUQUERQUE THROUGH AN AFFILIATED NON-PROFIT COMPANY AND PROVIDES SUCH SERVICES DIRECTLY IN LINCOLN AND RIO ARRIBA COUNTIES. PHS IS ALSO AFFILIATED WITH PRESBYTERIAN HEALTH PLAN AND PRESBYTERIAN INSURANCE COMPANY. THESE ORGANIZATIONS PROVIDE PRODUCTS AND SERVICES DESIGNED AND DELIVERED TO PREVENT ILLNESS AND COORDINATE CARE FOR APPROXIMATELY 468,000 MEMBERS THROUGHOUT NEW MEXICO, INCLUDING INDIVIDUALS ENROLLED IN MEDICAID MANAGED CARE. THE PHP NETWORK IS COMPRISED OF PHS OWNED AND OPERATED FACILITIES AND EMPLOYED PRACTITIONERS AS WELL AS INDEPENDENT HOSPITALS AND PRACTITIONERS THROUGHOUT THE STATE. SCHEDULE H, PART VI, LINE 7 PRESBYTERIAN HEALTHCARE SERVICES (PHS) PUBLISHES A REPORT TO THE COMMUNITY ANNUALLY. THIS REPORT IS DISTRIBUTED TO COMMUNITY LEADERS THROUGHOUT THE STATE OF NEW MEXICO AND IS AVAILABLE ON OUR WEBSITE. IN ADDITION, PHS FILES A COPY OF ITS COMPLETE FORM 990, WHICH INCLUDES COMMUNITY BENEFIT INFORMATION, WITH THE NEW MEXICO ATTORNEY GENERAL'S OFFICE. true ALBUQUERQUE HEALTHCARE FOR THE HOMELESS PO BOX 25445 ALBUQUERQUE NM 87125 850368993 501(C)(3) 50000 HEALTH IMPROVEMENT FOR THE UNDERSERVED AMERICAN CANCER SOCIETY PO BOX 2856 CLOVIS NM 88102 131788491 501(C)(3) 9000 HEALTH IMPROVEMENT GENERAL COMMUNITY AMERICAN HEART ASSOCIATION 2201 SAN PEDRO DR NE ALBUQUERQUE NM 87110 135613797 501(C)(3) 16500 HEALTH IMPROVEMENT GENERAL COMMUNITY GREATER ALBUQUERQUE CHAMBER OF COMMERCE 115 GOLD AVE SW ALBUQUERQUE NM 87102 850018940 501(C)(6) 17545 PROMOTE ECONOMIC DEVELOPMENT JDRF NEW MEXICO 2501 SAN PEDRO ALBUQUERQUE NM 87110 860950602 501(C)(3) 12000 HEALTH IMPROVEMENT GENERAL COMMUNITY NATIONAL ASSOCIATION ON MENTAL ILLNESS 3803 N FAIRFAX DR ARLINGTON VA 22203 431201653 501(C)(3) 10000 HEALTH IMPROVEMENT GENERAL COMMUNITY NEW MEXICO CENTER FOR NURSING EXCELLENCE PO BOX 92048 ALBUQUERQUE NM 87199 850463326 501(C)(3) 10500 PROMOTE QUALITY IMPROVEMENT NEW MEXICO HEALTH CARE TAKES ON DIABETES PO BOX 3548 ALBUQUERQUE NM 87190 850299106 501(C)(3) 7500 HEALTH IMPROVEMENT GENERAL COMMUNITY QUALITY NEW MEXICO PO BOX 25005 ALBUQUERQUE NM 87125 850433782 501(C)(3) 12500 PROMOTE QUALITY IMPROVEMENT SAMARITAN COUNSELING CENTER 1101 MEDICAL ARTS AVE ALBUQUERQUE NM 87102 850342072 501(C)(3) 20000 HEALTH IMPROVEMENT FOR THE UNDERSERVED UNITED WAY OF EASTERN NEW MEXICO 1200 N THORNTON ST CLOVIS NM 88101 237109243 501(C)(3) 10000 HEALTH IMPROVEMENT GENERAL COMMUNITY NEW MEXICO BIOPARK SOCIETY 990 TENTH STREET SW ALBUQUERQUE NM 87102 237087964 501(C)(3) 25000 HEALTH IMPROVEMENT GENERAL COMMUNITY HEALTH CENTER OF NEW MEXICO PO BOX 158 ESPANOLA NM 87532 850244588 501(C)(3) 208893 HEALTH IMPROVEMENT FOR THE UNDERSERVED LA CLINICA DEL NORTE PO BOX 25 CHAMA NM 87520 850209845 501(C)(3) 93534 HEALTH IMPROVEMENT FOR THE UNDERSERVED LA CLINICA DEL PUEBLO 2831 15TH ST NW WASHINGTON DC 20009 521942551 501(C)(3) 208893 HEALTH IMPROVEMENT FOR THE UNDERSERVED RIO ARRIBA COUNTY TREATMENT 1122 INDUSTRIAL PARK RD ESPANOLA NM 87532 850423951 501(C)(3) 112241 HEALTH IMPROVEMENT FOR THE UNDERSERVED EA HEALTH 1100 CENTRAL ALBUQUERQUE NM 87106 841718018 299954 HEALTH IMPROVEMENT FOR THE UNDERSERVED 15 2 VARIOUS - FRESH FRUITS & VEGETABLES TO UNDERSERVED 500 4000 COST FRUITS & VEGETABLES Various - indigent lodging 101 6555 cost LODGING Various - indigent meals 6358 9537 COST MEALS Various - indigent transportation 251 6284 COST TRANSPORTATION Various - healthy eating education 5000 22000 cost supplies Various - Flu Shots 5250 54119 cost flu shots Various - Health Fairs 500 4634 cost supplies VARIOUS - NURSING SCHOLARSHIPS 4 4000 SCHOLARSHIPS NURSING EDUCATION (PATHWAYS TO NURSING PROGRAM) 64 375113 COST LOAN FORGIVENESS SCHEDULE I, PART I, LINE 2 PRESBYTERIAN HEALTHCARE SERVICES (PHS) MONITORS ALL ORGANIZATIONS THAT RECEIVE GRANT FUNDS. THE PRESBYTERIAN SENIOR LEADER SUBMITTING OR PROPOSING THE GRANT REQUEST REPORTS BACK TO PHS ON THE OUTCOMES RELATING TO THE GRANT FUNDS. GRANT FUNDS ARE ONLY MADE AVAILABLE TO CONFIRMED 501(C)(3) OR SIMILAR ORGANIZATIONS, GOVERNMENT ENTITIES, AND FOR A FEW SMALL SCHOLARSHIPS, TO INDIVIDUAL STUDENTS. ADDITIONALLY, PHS UTILIZES THE EA HEALTH FIRM (A FOR-PROFIT ENTERPRISE) TO COMPENSATE INDEPENDENT PHYSICIANS WHO AGREE TO SERVE UNINSURED PATIENTS VIA PHS' EMERGENCY DEPARTMENT. THE CONTRACT TERMS ARE MONITORED BY THE RESPONSIBLE MANAGER(S) TO ENSURE EA HEALTH IS PROVIDING THE SERVICES FOR WHICH THEY ARE CONTRACTED. X X X X X true true false false false false false false false ELAINE PAPAFRANGOS MD DIRECTOR 167254 0 46568 0 663 0 -29745 0 24480 0 209220 0 0 0 JAMES HINTON PRESIDENT / DIRECTOR 418778 418778 107869 107869 22506 122312 -186951 -139116 9518 9518 371720 519361 19194 119000 PAUL BRIGGS EVP / COO 393493 168640 74615 31978 6779 2528 121731 85974 18185 7794 614803 296914 882 0 DIANE FISHER SVP / SECRETARY 153946 153946 29947 29947 3509 3509 -3142 0 5520 5520 189780 192922 0 0 DALE MAXWELL SVP / CFO / TREASURER 293206 157880 49936 26888 1387 747 31149 0 7419 3995 383097 189510 0 0 HECTOR ARREDONDO MD EXECUTIVE MEDICAL DIRECTOR-PMG 368195 0 69143 0 8261 0 11475 0 26204 0 483278 0 0 0 BOIS D'ARC BEAMES VP - OPERATIONS - RDS 183106 0 19870 0 750 0 -5528 0 22989 0 221187 0 0 0 LAUREN CATES CHIEF OPERATING OFFICER - CDS 266122 0 55697 0 868 0 -27260 0 21046 0 316473 0 0 0 KATHLEEN DAVIS RN SVP / PATIENT CARE SVCS - CNO 376233 0 70225 0 4911 0 15539 0 22234 0 489142 0 2020 0 HODA EL ASMAR MD CHIEF MEDICAL OFFICER - PDS 208562 0 70102 0 101685 0 0 0 5781 0 386130 0 0 0 ROBERT GARCIA VP - OPS - RDS (THRU 3/31/13) 26722 0 51717 0 982061 0 -29883 0 1076 0 1031693 0 0 0 CLAY HOLDERMAN CHIEF OPERATING OFFICER - CDS 327481 0 57618 0 1680 0 12750 0 21921 0 421450 0 630 0 JAMES JEPPSON VP - REAL ESTATE 172780 0 16911 0 856 0 -37796 0 23369 0 176120 0 0 0 AMELIA MARLEY SVP - INFO SERVICES 337954 0 65300 0 4477 0 11475 0 9820 0 429026 0 0 0 JEFF MCBEE CAMPUS ADMINISTRATOR - RR 181983 0 0 0 555 0 8237 0 6740 0 197515 0 0 0 SANDRA PODLEY CAMPUS ADMINISTRATOR - PH 208509 0 0 0 1919 0 8477 0 7259 0 226164 0 0 0 DANIEL RAMSEY CHIEF OPERATING OFFICER - PMG 266647 0 0 0 4009 0 10200 0 19070 0 299926 0 0 0 TODD SANDMAN SVP - STRATEGY 99020 99020 10681 10681 352 352 -7502 0 11347 11347 113898 121400 0 0 JOANNE SUFFIS SVP - HUMAN RESOURCES 120621 98690 0 0 14709 12035 9976 0 4683 3831 149989 114556 0 0 ELIZABETH TIBBS DIR - BUS OPS - SURGERY SL 153693 0 22656 0 7932 0 -5697 0 21026 0 199610 0 0 0 PETER WALINSKY MD CARDIOVASCULAR SURGEON 711823 0 179696 0 1852 0 -14517 0 20629 0 899483 0 0 0 CARL LAGERSTROM MD CARDIOVASCULAR SURGEON 739003 0 149994 0 3612 0 -26611 0 25812 0 891810 0 0 0 GUILHERME MARIN MD CARDIO INVASIVE INTERVENTION 673709 0 176191 0 683 0 11475 0 23571 0 885629 0 0 0 MOHAMMAD TAHERI MD GASTROENTEROLOGIST 592427 0 241744 0 653 0 11475 0 7327 0 853626 0 0 0 MARK ERASMUS MD NEUROSURGEON 680518 0 126463 0 5081 0 12750 0 25241 0 850053 0 0 0 DONNA AGNEW ADMIN DIR - PROCESS EXCELLENCE 166153 0 15916 0 1701 0 -42218 0 12703 0 154255 0 238 0 DOYLE BOYKIN ADMINISTRATOR - ADULT MED SL 166858 0 10865 0 507 0 -48795 0 13514 0 142949 0 0 0 ROBIN DIVINE ADMIN DIRECTOR - ANCILLARY SL 154751 0 14655 0 20471 0 7654 0 18669 0 216200 0 0 0 CHERYL MITCHELL ADMIN DIRECTOR - AMBULATORY SL 151470 0 25762 0 11513 0 -29114 0 17883 0 177514 0 0 0 MATTHEW PEHRSON ADMIN DIRECTOR - SUPPPLY CHAIN 215389 0 19785 0 445 0 12273 0 24139 0 272031 0 0 0 DAVID SCRASE MD MED DIR - INTERNAL MEDICINE 120707 0 29643 0 6667 214207 10940 0 10475 0 178432 214207 5080 214207 DIANA WEBER MD MEDICAL DIRECTOR - CLINIC 353884 0 29607 0 1069 0 12750 0 993 0 398303 0 0 0 SCHEDULE J, PART I, LINE 4A HODA EL ASMAR RECEIVED SEVERANCE PAYMENTS IN 2013 AMOUNTING TO $98,269. SCHEDULE J, PART I, LINE 4B JAMES HINTON (1) RECEIVED CURRENT TAXABLE PAYOUTS FROM NON-QUALIFIED DEFERRED COMPENSATION PLANS FROM COMPENSATION EARNED AND REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS IN THE AMOUNTS OF $19,194 AND $119,000 FROM THE REPORTING ORGANIZATION AND A RELATED ORGANIZATION, RESPECTIVELY, AND (2) WAS A CURRENT YEAR PARTICIPANT IN NON-QUALIFIED SUPPLEMENTAL EXECUTIVE RETIREMENT PLANS (SERPS). THE 2013 ESTIMATED DECREASE IN ACTUARIAL VALUE OF THE SERPS FOR MR. HINTON WERE $116,635 & $139,116, WHICH IS INCLUDED IN THE REPORTED DEFERRED COMPENSATION AMOUNT FOR THE REPORTING ORGANIZATION AND RELATED ORGANIZATIONS, RESPECTIVELY. PAUL BRIGGS (1) RECEIVED A CURRENT TAXABLE PAYOUT FROM A NON-QUALIFIED DEFERRED COMPENSATION PLAN FROM COMPENSATION EARNED AND REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS IN THE AMOUNT OF $882 FROM THE REPORTING ORGANIZATION, AND (2) WAS A CURRENT YEAR PARTICIPANT IN NON-QUALIFIED SUPPLEMENTAL EXECUTIVE RETIREMENT PLANS (SERPS). THE 2013 ESTIMTED INCREASE IN ACTUARIAL VALUE OF THE SERPS FOR MR. BRIGGS WERE $128,962 & $85,974, WHICH IS INCLUDED IN THE REPORTED DEFERRED COMPENSATION AMOUNT FOR THE REPORTING ORGANIZATION AND RELATED ORGANIZATIONS, RESPECTIVELY. KATHLEEN DAVIS RECEIVED A CURRENT TAXABLE PAYOUT FROM A NON-QUALIFIED DEFERRED COMPENSATION PLAN FROM COMPENSATION EARNED AND REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS IN THE AMOUNT OF $2,020. ROBERT GARCIA WAS A CURRENT YEAR PARTICIPANT IN A NON-QUALIFIED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). MR. GARCIA RETIRED AS OF MARCH 31, 2013. AT THAT TIME THE PRESENT VALUE OF HIS FUTURE SERP PAYMENTS, AS COMPUTED BY OUR EXTERNAL ACTUARY, AMOUNTED TO $980,790. THIS AMOUNT IS INCLUDED IN MR. GARCIA'S FICA TAXABLE COMPENSATION (W-2, BOX 5), AS REQUIRED. CLAY HOLDERMAN RECEIVED A CURRENT TAXABLE PAYOUT FROM A NON-QUALIFIED DEFERRED COMPENSATION PLAN FROM COMPENSATION EARNED AND REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS IN THE AMOUNT OF $630. DONNA AGNEW RECEIVED A CURRENT TAXABLE PAYOUT FROM A NON-QUALIFIED DEFERRED COMPENSATION PLAN FROM COMPENSATION EARNED AND REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS IN THE AMOUNT OF $238. DAVID SCRASE RECEIVED CURRENT TAXABLE PAYOUTS FROM NON-QUALIFIED DEFERRED COMPENSATION PLANS FROM COMPENSATION EARNED AND REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS IN THE AMOUNTS OF $5,080 & $214,207 FROM THE REPORTING ORGANIZATION AND RELATED ORGANIZATIONS, RESPECTIVELY. SCHEDULE J, PART II DALE MAXWELL IS A PARTICIPANT IN A RETENTION AGREEMENT WITH PRESBYTERIAN HEALTHCARE SERVICES (PHS). IN 2013, $40,000 WAS DEFERRED UNDER THIS AGREEMENT FOR MR. MAXWELL. THIS AMOUNT IS INCLUDED IN THE REPORTED DEFERRED COMPENSATION AMOUNT. KATHLEEN DAVIS IS A PARTICIPANT IN A RETENTION AGREEMENT WITH PRESBYTERIAN HEALTHCARE SERVICES (PHS). IN 2013, $35,500 WAS DEFERRED UNDER THIS AGREEMENT FOR MS. DAVIS. THIS AMOUNT IS INCLUDED IN THE REPORTED DEFERRED COMPENSATION AMOUNT. IN 2013, THE DISCOUNT RATE USED BY OUR ACTUARIES TO COMPUTE THE NET PRESENT VALUE OF DEFINED BENEFIT PLANS INCREASED BY ALMOST ONE PERCENT; THE FIRST INCREASE IN THE DISCOUNT RATE IN SEVERAL YEARS. THIS RESULTED IN A DECREASE IN THE CALCULATED VALUE OF MOST DEFINED BENEFIT PLAN ACCOUNTS AT 12/31/2013, AS COMPARED WITH 12/31/2012. THE DECREASE IN VALUE RESULTED IN COMBINED NEGATIVE DEFERRED COMPENSATION REPORTING FOR MANY OF PHS' REPORTED PERSONS, AS COMPUTED PER THE INSTRUCTIONS FOR SCHEDULE J. DONNA AGNEW, DOYLE BOYKIN, ROBIN DIVINE, ROBERT GARCIA, CHERYL MITCHELL, MATHHEW PEHRSON, DAVID SCRASE, AND DIANA WEBER WERE COMPENSATED AS CURRENT EMPLOYEES OF PHS IN 2013. IN ONE OR MORE OF THE FIVE PRIOR YEARS, THEIR ACTIVITIES OR RESPONSIBILITIES QUALIFED THEM AS KEY EMPLOYEES OR OFFICERS AND THEY WERE REPORTED AS SUCH. IN 2013, THEY DID NOT MEET THE KEY EMPLOYEE THRESHOLD OR WERE NOT OFFICERS, BUT THEIR COMPENSATION EXCEEDED THE MINIMUM REQUIREMENT FOR REPORTING AS A FORMER KEY EMPLOYEE OR OFFICER, AND SO THEY ARE INCLUDED ON FORM 990, PART VII, AND ON SCHEDULE J AS ALSO REQUIRED. ELAINE PAPAFRANGOS WAS COMPENSATED BY PRESBYTERIAN HEALTHCARE SERVICES AS AN EMPLOYED PHYSICIAN. NONE OF THIS COMPENSATION WAS FOR DUTIES AS A BOARD MEMBER. A NMHELC (SEE PART VI) 850334237 647370EM3 2008-11-25 384259646 SEE PART VI false false false B NMHELC (SEE PART VI) 850334237 647370FE0 2009-09-24 132007250 SEE PART VI false false false C NMHELC (SEE PART VI) 850334237 647370FM2 2012-08-30 78843000 SEE PART VI false false false A 35755000 0 384327212 0 0 0 3755751 290832 0 32201275 348079254 0 2009 true false true true B 0 0 132562082 0 0 0 2007250 0 0 130554832 0 0 2011 false false true true C 0 0 78864184 0 0 0 1181950 0 0 38183340 0 39498894 false false false true A false true true true true true 0.00550 0.00080 0.00630 false false false false B false true true true true true 0 false false false false C false true true true true true 0 false false false false A false true true true SEE PART VI 25. false false false 0 false true B false true false false 0 false 0 false true C false true false false 0 false 0 false true A false B false C false . SCHEDULE K, PART I, LINE A - COLUMN A - NEW MEXICO HOSPITAL EQUIPMENT LOAN COUNCIL HOSPITAL SYSTEM REVENUE BONDS (PRESBYTERIAN HEALTHCARE SERVICES), SERIES 2008A, 2008B, 2008C, AND 2008D. COLUMN F - REFUND BONDS ISSUED 7/28/05 AND 3/28/08 AND FINANCE NEW FACILITIES. SCHEDULE K, PART I, LINE B - COLUMN A - NEW MEXICO HOSPITAL EQUIPMENT LOAN COUNCIL HOSPITAL SYSTEM REVENUE BONDS (PRESBYTERIAN HEALTHCARE SERVICES), SERIES 2009A. COLUMN F - CONSTRUCTION, ACQUISITION, AND EQUIPMENT OF NEW HEALTHCARE FACILITY. SCHEDULE K, PART I, LINE C - COLUMN A - NEW MEXICO HOSPITAL EQUIPMENT LOAN COUNCIL HOSPITAL SYSTEM REVENUE BONDS (PRESBYTERIAN HEALTHCARE SERVICES), SERIES 2012A. COLUMN F - CONSTRUCTION, ACQUISITION, IMPROVEMENT, AND EQUIPMENT OF EXISTING HOSPITAL FACILITIES. SCHEDULE K, PART II, LINE 3, COLUMN A - INCLUDES INVESTMENT EARNINGS OF $67,566. SCHEDULE K, PART II, LINE 3, COLUMN B - INCLUDES INVESTMENT EARNINGS OF $554,832. SCHEDULE K, PART II, LINE 3, COLUMN C - INCLUDES INVESTMENT EARNING OF $21,184. SCHEDULE K, PART II, LINE 11, COLUMN A - $348,079,354 OF PROCEEDS WAS SPENT TO CURRENTLY REFUND BONDS ISSUED 7/28/05 AND 3/28/08. SCHEDULE K, PART III, LINE 9 - SUCH WRITTEN PROCEDURES ARE CURRENTLY UNDER REVIEW BY MANAGEMENT AND OUTSIDE LEGAL COUNSEL BEFORE OFFICIAL ADOPTION WITHIN THE ISSUER ORGANIZATION. SCHEDULE K, PART IV, LINE 2C COLUMN A - NOVEMBER 20, 2012 COLUMN B - NOVEMBER 6, 2012 SCHEDULE K, PART IV, LINE 4B, COLUMN A - GOLDMAN SACHS MITSUI MARINE DERIVATIVE PRODUCTS, L.P. BANK OF ALBUQUERQUE BOD PHS / OFFICER BOA 234101 INTEREST PAID ON LOAN false INFECT DISEASE INTERNAL MEDICINE BOD PHS / KEY EMPLOYEE 297331 PAYMENT FOR MEDICAL SERVICES false LOUIS TROST MD BOD PHS / SPOUSE 165011 EMPLOYEE COMPENSATION false PRESBYTERIAN NETWORK INC SUBS BOD PHS/DIR PNI,PHP & PIC 545133777 PAYMENT FOR MEDICAL SERVICES false PRESBYTERIAN NETWORK INC SUBS BOD PHS / DIR PHP & PIC 545133777 PAYMENT FOR MEDICAL SERVICES false PRESBYTERIAN NETWORK INC SUBS OFFICER PHS / OFFICER PNI 545133777 PAYMENT FOR MEDICAL SERVICES false TRICORE LAB SERVICES CORP OFFICER PHS / DIR TLSC 42638188 LABORATORY TESTING SERVICES false TRICORE LAB SERVICES CORP FORMER KEY PHS / DIR TLSC 42638188 LABORATORY TESTING SERVICES false TRICORE REFERENCE LABS OFFICER PHS / DIR TRL 952569 LABORATORY TESTING SERVICES false TRICORE REFERENCE LABS FORMER KEY PHS / DIR TRL 952569 LABORATORY TESTING SERVICES false X 2 6707 FMV X 1 1500 FMV X TOYS 2 4511 FMV X POOL TABLE AND POOL CUES 1 2500 FMV X GIFT CERTIFICATES 1 3353 FMV false true false SCHEDULE M, PART I, COLUMN (B) COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART I, LINE 1 IN A STATE WHERE OVER 22% ARE UNINSURED, PRESBYTERIAN HEALTHCARE SERVICES SERVED OVER 212,000 INDIVIDUALS IN 2013 AND PROVIDED OVER $120,385,000 IN UNCOMPENSATED HEALTHCARE SERVICES. FORM 990, PART I, LINE 6 THE PRESBYTERIAN HEALTHCARE SERVICES' (PHS) VOLUNTEERS ARE UNPAID WORKERS PROVIDING PROFESSIONAL AND EMPATHETIC SERVICE TO PATIENTS, STAFF, PHYSICIANS AND THE COMMUNITY IN A MANNER CONSISTENT WITH THE GOALS AND OBJECTIVES OF PHS. PHS VOLUNTEERS ARE GOVERNED BY A BOARD WHICH OVERSEES THE REVENUE AND EXPENSES ASSOCIATED WITH THE DEPARTMENT. VOLUNTEER SERVICES' DEPARTMENT STAFF ACT IN AN ADVISORY ROLE TO THE BOARD. VOLUNTEERS, IN SUPPORT OF THE PHS WORKFORCE, ARE REPRESENTED IN NEARLY EVERY CLINICAL AND ADMINISTRATIVE AREA WITHIN PHS. IN ADDITION TO THE VOLUNTEERS DESCRIBED ABOVE, PHS HAS NEARLY 100 VOLUNTEER DIRECTORS SERVING ON THE BOARDS AND BOARD COMMITTEES AT ITS INDIVIDUAL HOSPITALS. THESE DIRECTORS COME FROM THE COMMUNITIES IN WHICH THE HOSPITAL FACILITIES ARE LOCATED. FORM 990, PART III, LINE 4 PRESBYTERIAN HEALTHCARE SERVICES (PHS) WAS FOUNDED IN ALBUQUERQUE, NEW MEXICO IN 1908 AS A HAVEN FOR TUBERCULOSIS PATIENTS. IN THE 105 YEARS SINCE, PRESBYTERIAN HAS GROWN TO BECOME NEW MEXICO'S LARGEST PROVIDER OF HEALTHCARE SERVICES, HELPING MORE THAN ONE IN THREE NEW MEXICANS WITH THEIR HEALTHCARE NEEDS. WE HAVE REMAINED NOT-FOR-PROFIT AND COMMITTED TO COMMUNITIES THROUGHOUT NEW MEXICO, CONTINUALLY REINVESTING IN BETTER HEALTHCARE SERVICES. COMMUNITY-BASED, VOLUNTEER BOARDS OF TRUSTEES FORM THE CORNERSTONE OF PRESBYTERIAN'S GOVERNANCE SYSTEM. THE PHS BOARD OF DIRECTORS, WITH KEY SUPPORTING COMMITTEES IN COMPLIANCE AND AUDIT, FINANCE, GOVERNANCE, AND QUALITY, GOVERNS THE ENTIRE PRESBYTERIAN SYSTEM. THE OVERALL GOVERNANCE STRUCTURE ALSO INCLUDES A COMMUNITY BOARD OF TRUSTEES FOR EACH OF THE HOSPITALS IN THE SYSTEM. BOARD MEMBERS GOVERN IN THE COMMUNITIES WHERE THEY RESIDE AND PLAY A KEY ROLE IN ASSESSING AND ENSURING THE APPROPRIATENESS OF THE HEALTHCARE SERVICES PRESBYTERIAN PROVIDES. PRESBYTERIAN'S BOARDS MAINTAIN HIGH STANDARDS FOR QUALITY AND LEADERSHIP, AND EVERY BOARD MEMBER IS REQUIRED TO COMPLETE COMPLIANCE TRAINING AND A CONFLICT-OF-INTEREST STATEMENT, AS WELL AS COMPLY WITH THE PRESBYTERIAN CODE OF CONDUCT. IN 2013, THE PHS BOARD OF DIRECTORS APPROVED A REFINED FOCUS ON STRATEGY TO ENGAGE PATIENTS, MEMBERS AND COMMUNITIES WITH INNOVATIVE HEALTHCARE DELIVERY AND FINANCING TO ACHIEVE: 1) BETTER HEALTH 2) EXCEPTIONAL EXPERIENCE 3) COST LEADERSHIP PRESBYTERIAN IS A LEADER IN INTEGRATED HEALTHCARE AND PROVIDES NEW MEXICANS WITH HOSPITALS, A HEALTH PLAN, AND A MEDICAL GROUP OF PRIMARY CARE AND SPECIALTY PHYSICIANS. THROUGH THAT CONNECTION, WE OFFER PATIENTS A SEAMLESS CONTINUUM OF CARE, MANAGE CARE IN COST-EFFECTIVE WAYS, AND MAKE MEANINGFUL CHANGES THAT IMPROVE VALUE FOR CUSTOMERS AND INCREASE ORGANIZATIONAL PERFORMANCE. WE ARE CONTINUALLY WORKING TO OFFER PROGRAMS AND SERVICES THAT IMPROVE QUALITY AND LOWER COST. THE FOLLOWING CHANGES ARE HELPING US TO TRANSFORM HEALTHCARE BY LOWERING COSTS AND ENHANCING THE CARE WE PROVIDE. IMPLEMENTATION OF PRESBYTERIAN'S ELECTRONIC HEALTH RECORD AT OUR EIGHT HOSPITALS WAS COMPLETED IN 2013 AND 2014, MEANING ALL OUR AMBULATORY CLINICS AND HOSPITALS ARE LINKED WITH ONE FINANCIAL AND MEDICAL RECORD. FOR EACH PATIENT, THERE IS JUST ONE RECORD, WHICH IMPROVES SAFETY AND SAVES COSTS. THE IMPLEMENTATION ALSO SUPPORTS OUR EMPHASIS ON EVIDENCE-BASED MEDICINE AND BEST PRACTICES. THIS INVESTMENT IS ONE OF THE LARGEST IN PRESBYTERIAN'S HISTORY, WITH THE TOTAL AMOUNT NEARING $200 MILLION. PRESBYTERIAN REMAINED AMONG THE NATIONAL LEADERS IN INNOVATIVE HEALTHCARE DELIVERY METHODS WITH ITS HOSPITAL AT HOME PROGRAM, WHICH WAS ESTABLISHED IN PARTNERSHIP WITH JOHNS HOPKINS UNIVERSITY IN 2008. SINCE THEN, THE PROGRAM HAS CARED FOR MORE THAN 900 PATIENTS. INITIAL GOALS WERE TO IMPROVE CLINICAL OUTCOMES, INCREASE PATIENT SATISFACTION AND REDUCE COSTS. CLINICAL RESULTS TO DATE ARE EQUAL TO OR BETTER THAN IN AN INPATIENT SETTING: PATIENT SATISFACTION IS AT 97.9 PERCENT AND WE HAVE SEEN A 19 PERCENT COST SAVINGS AMONG MEDICARE ADVANTAGE/MEDICAID PATIENTS WITH COMMON ACUTE CARE DIAGNOSES. IN OUR CONTINUAL EFFORT TO RETHINK TRADITIONAL HEALTHCARE, LOWER TOTAL COSTS AND REWARD VALUE OVER VOLUME, PRESBYTERIAN PARTNERED WITH INTEL CORP. IN JANUARY 2013 TO PROVIDE A CUSTOM PLAN DESIGN FOR INTEL EMPLOYEES IN NEW MEXICO. THE PLAN IS A MOVE FROM FEE-BASED PROVIDER AGREEMENTS TO EVIDENCE-BASED, PERFORMANCE-RELATED AGREEMENTS WITH RISKS AND REWARD OPPORTUNITIES, AND GIVES QUALITY AND COST TRANSPARENCY TO EMPLOYEES. 75 PERCENT OF THE PLAN'S MEMBERS HAVE SELECTED A PATIENT-CENTERED MEDICAL HOME AND MANY HAVE ACTIVATED MYCHART ACCOUNTS, WHICH GIVE THEM ELECTRONIC ACCESS TO THEIR HEALTH RECORDS AND THE ABILITY TO COMMUNICATE ELECTRONICALLY WITH THEIR CARE TEAMS. IN APRIL 2012, PRESBYTERIAN STARTED A PILOT PROJECT TO INCORPORATE PALLIATIVE CARE CLINICS WITHIN THE PATIENT-CENTERED MEDICAL HOME. DOING SO ALLOWS EARLY ACCESS TO PALLIATIVE CARE SERVICES REGARDLESS OF THE DISEASE. IT ALSO HELPS THE CARE TEAM OFFER SERVICES TO PATIENTS AND FAMILIES COPING WITH DIAGNOSES SUCH AS DEMENTIA AND DEBILITY FROM THE AGING PROCESS. THE PALLIATIVE CARE CLINIC BECOMES PART OF THE ENTIRE CARE TEAM IN THE PATIENT CENTERED MEDICAL HOME, SIMILAR TO BEHAVIORAL SERVICES. MORE THAN 300 PATIENTS AND FAMILIES HAVE BEEN CARED FOR SINCE THE PILOT BEGAN. FOR THE SIX MONTHS BEFORE AND AFTER THE FIRST VISIT IN THE PALLIATIVE CARE CLINIC, HOSPITALIZATION COSTS DROPPED BY 19 PERCENT; EMERGENCY ROOM COSTS DECREASED BY 79 PERCENT AND OUTPATIENT SERVICE UTILIZATION DECLINED BY 44 PERCENT. ANOTHER INNOVATIVE PRESBYTERIAN PROGRAM HAS SUSTAINED ITS SUCCESS FOUR YEARS AFTER IT STARTED. IN JULY 2010, PRESBYTERIAN HOSPITAL WAS ONE OF THE FIRST EMERGENCY DEPARTMENTS IN THE COUNTRY TO USE A PATIENT NAVIGATION MODEL TO HELP PATIENTS WHO PRESENT TO THE EMERGENCY DEPARTMENT WITH NON-EMERGENCIES TO ACCESS CARE IN A SETTING THAT IS BETTER SUITED FOR MINOR ILLNESSES AND INJURIES (SUCH AS URGENT CARE OR A PRIMARY CARE OFFICE). PRESBYTERIAN HAS SINCE EXPANDED THE PROGRAM TO ITS OTHER TWO ALBUQUERQUE-AREA HOSPITALS. MORE THAN 55,000 PATIENTS WERE NAVIGATED BETWEEN JULY 2010 AND DECEMBER 2013; THE REPEAT NAVIGATION RATE IS ONLY 7 PERCENT; THERE HAS BEEN A 40 PERCENT REDUCTION IN ED USE POST-NAVIGATION AND A 25 PERCENT REDUCTION IN OVERALL ED USE BY PRESBYTERIAN HEALTH PLAN MEDICAID PATIENTS. THE EXCEPTIONAL CAREGIVERS AND PROVIDERS AT PRESBYTERIAN ALSO WORK HARD EVERY DAY TO SAVE LIVES. IMPROVING QUALITY AND PATIENT SAFETY ARE GIVEN THE HIGHEST PRIORITY. OUR FOCUS IS ON USING QUALITY TOOLS THAT IMPROVE CLINICAL RESULTS, EVIDENCE-BASED MEDICINE AND EVIDENCE-BASED CARE DESIGN. OUR RESULTS INCLUDE: - PRESBYTERIAN HOSPITAL WAS THE ONLY HOSPITAL IN NEW MEXICO TO RECEIVE THE HIGHEST RATING FOR BEST HOSPITAL FOR SURGERY IN CONSUMER REPORTS RATINGS. - THE CANCER CENTER AT PRESBYTERIAN EARNED A GOLD MEDAL-LEVEL ACCREDITATION FROM THE AMERICAN COLLEGE OF SURGEONS COMMISSION ON CANCER. - THREE OF PRESBYTERIAN'S EIGHT HOSPITALS - LINCOLN COUNTY MEDICAL CENTER, SOCORRO GENERAL HOSPITAL AND DR. DAN C. TRIGG MEMORIAL HOSPITAL - WERE NAMED TOP PERFORMERS FOR EXCELLENCE IN QUALITY BY THE JOINT COMMISSION. - PRESBYTERIAN HOSPITAL WAS RECOGNIZED AS A CENTER OF EXCELLENCE FOR HIP AND KNEE JOINT REPLACEMENT BY THE JOINT COMMISSION. - FOR THE 18TH YEAR IN A ROW, PRESBYTERIAN HOSPITAL RECEIVED THE CONSUMER CHOICE AWARD FOR ALBUQUERQUE. - PRESBYTERIAN HOSPITAL WAS ONE OF ONLY SIX RECIPIENTS OF THE AMERICAN EXCESS INSURANCE EXCHANGE (AEIX) RISK MANAGEMENT AWARD. - PRESBYTERIAN HEALTHCARE SERVICES RECEIVED PREMIER'S ASCEND PEAK PERFORMANCE AWARD FOR EXCEPTIONAL CLINICAL AND SUPPLY CHAIN PERFORMANCE. - PRESBYTERIAN HEALTHCARE SERVICES HAS BEEN NAMED "MOST PREFERRED FOR OVERALL HEALTHCARE SERVICES," BY THE NATIONAL RESEARCH CORPORATION, FOR MORE THAN 15 CONSECUTIVE YEARS. - THE WESTSIDE SLEEP DISORDERS CENTER IN RIO RANCHO RECEIVED A FIVE-YEAR ACCREDITATION FROM THE AMERICAN ACADEMY OF SLEEP MEDICINE. - 93 PERCENT OF PRESBYTERIAN MEDICAL GROUP PATIENTS REPORT THAT THEY WOULD RECOMMEND THEIR PROVIDER TO SOMEONE ELSE. -LEADERSHIP FROM THE PRIMARY CARE SERVICE LINE DURING 2013 GENERATED SIGNIFICANT IMPROVEMENT IN THE AMBULATORY CLINICAL MEASURE, DIABETES D3 BUNDLES. MORE PROVIDERS THAN EVER WERE ENGAGED WITH THE BUNDLE - 75 PERCENT OF PROVIDERS ACHIEVED TARGET. - A PEDIATRIC ASTHMA EVIDENCE-BASED CARE DESIGN PROJECT RESULTED WITH THE AVERAGE LENGTH OF STAY BEING LESS THAN TWO DAYS. - A NEW STROKE PROGRAM FOR MANAGEMENT OF PATIENTS FROM THE AMBULANCE THROUGH REHABILITATION REFERRAL ACHIEVED 100 PERCENT COMPLIANCE WITH CMS CORE MEASURES. - IN THE CENTRAL DELIVERY SYSTEM'S EMERGENCY DEPARTMENTS, THE PERCENTAGE OF PATIENTS WHO LEFT WITHOUT BEING SEEN IMPROVED TO LESS THAN 1.5 PERCENT. - PRESBYTERIAN HEART GROUP AND THE CENTRAL DELIVERY SYSTEM WERE IDENTIFIED AS THE ONLY PROVIDERS IN NEW MEXICO TO PARTICIPATE IN THE NEW TRANSCATHETER AORTIC VALVE REPLACEMENT INITIATIVE, AND PHYSICIANS BEGAN PERFORMING THE PROCEDURE IN DECEMBER 2013. PRESBYTERIAN'S COMMITMENT TO COMMUNITY HEALTH DOESN'T STOP WHEN PATIENTS LEAVE OUR HOSPITALS OR CLINICS. WE ARE ACTIVELY ENGAGED AS AN ORGANIZATION IN COMMUNITY HEALTH INITIATIVES AND CONVERSATIONS. IN 2012, COMMUNITY HEALTH FORUMS WERE HELD IN THE AREAS IN WHICH WE HAVE HOSPITALS AS PART OF OUR COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS. BASED ON FEEDBACK FROM FORUM PARTICIPANTS, WE REFINED THE COMMUNITY HEALTH PRIORITIES WE WILL FOCUS ON IN THE DEVELOPMENT OF AN IMPLEMENTATION PLAN FOR 2013-2016. PRESBYTERIAN'S THREE PRIORITIES ARE HEALTHY EATING, ACTIVE LIVING AND PREVENTING UNHEALTHY SUBSTANCE USE. - CONTINUING AN INITIATIVE STARTED IN 2012, PRESBYTERIAN IN 2013 CONTINUED TO HOST A WEEKLY GROWERS' MARKET ON THE CAMPUS OF PRESBYTERIAN HOSPITAL. AT THE MARKET, PRESBYTERIAN OFFERS A 2-FOR-1 VALUE PROGRAM FOR PEOPLE IN THE SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM. - OUR HEALTHY EATING INITIATIVE FOCUSES ON NUTRITION EDUCATION, SCHOOL GARDENS, COMMUNITY-SUPPORTED AGRICULTURE AND SUPPORTING POLICY CHANGES TO INCREASE THE AVAILABILITY OF HEALTHY FOODS IN SCHOOLS AND WORKPLACES. - MORE THAN 500 PRESBYTERIAN LEADERS VOLUNTEER THEIR TIME IN AN ANNUAL DAY OF SERVICE BY VISITING LOCAL ELEMENTARY SCHOOLS TO PROMOTE HEALTH AND FITNESS. - OUR ACTIVE LIVING INITIATIVE FOCUSES ON COMMUNITY PROGRAMS TO ENCOURAGE INDOOR AND OUTDOOR ACTIVITIES AND HELPING COMMUNITIES TO CREATE MORE PARKS, PLAYGROUNDS, SAFE SIDEWALKS AND BIKE AND WALKING TRAILS. - PRESBYTERIAN IS RAISING AWARENESS OF THE DANGERS OF USING UNHEALTHY SUBSTANCES LIKE TOBACCO AND SUPPORTING POLICY CHANGES TO ENCOURAGE HEALTHY BEHAVIORS. - PRESBYTERIAN OFFERS HEALTH EDUCATION CLASSES ON AGING ISSUES FOR SENIORS, BABY BASICS AND BEYOND FOR NEW PARENTS, BREASTFEEDING FOR NEW MOMS, INFANT CPR, ARTHRITIS MANAGEMENT PROGRAMS AND CANCER SUPPORT SESSIONS. PRESBYTERIAN HAS ACHIEVED A DELIBERATE FINANCIAL PLAN TO REINVEST MILLIONS OF DOLLARS IN NEW AND EXPANDING HEALTHCARE SERVICES FOR NEW MEXICO IN THE PAST COUPLE OF YEARS. INCLUDED ARE: - AN $11.5 MILLION REMODEL AT PRESBYTERIAN KASEMAN HOSPITAL. - A $14 MILLION REMODEL OF TOWERS A AND B AT PRESBYTERIAN HOSPITAL. - $86 MILLION TO BUILD A SIX-STORY PATIENT TOWER AT PRESBYTERIAN RUST MEDICAL CENTER AND PREPARE THE BOTTOM THREE FLOORS FOR THESE PATIENT SERVICES: AN OUTPATIENT CANCER CENTER FOR MEDICAL ONCOLOGY, RADIATION THERAPY AND CHEMOTHERAPY, 48 HOSPITAL BEDS AND FOUR NEW OPERATING ROOMS. A FUTURE PHASE WILL PREPARE THE REMAINING THREE FLOORS FOR PATIENT USE. - WE ARE OPENING A NEW PRESBYTERIAN MEDICAL GROUP CLINIC IN RIO RANCHO AT HIGHWAY 528 AT A COST OF $5 MILLION. - WE ARE EXPANDING OUR DELIVERY SYSTEM BY BUILDING A MULTI-SPECIALTY CLINIC IN SANTA FE AT A COST OF $10 MILLION. - SOCORRO GENERAL HOSPITAL AND LINCOLN COUNTY MEDICAL CENTER BOTH OPENED 24,000-SQUARE-FOOT MEDICAL OFFICE BUILDINGS TO PROVIDE PRIMARY CARE AND SPECIALTY CARE. - IN 2013 WE CONTINUED BUILDING OUR NEW ADMINISTRATIVE CENTER AND TRANSITIONING EMPLOYEES FROM A LEASED BUILDING TO THE NEW $50 MILLION COMPLEX WE OWN, A MOVE THAT WILL SAVE $2.5 MILLION A YEAR IN THE LONG TERM. THE BUILDING, NAMED THE REVEREND HUGH A. COOPER CENTER AFTER OUR FOUNDER, WILL REDUCE ENERGY USAGE BY AT LEAST 20 PERCENT AND WATER USAGE BY AT LEAST 30 PERCENT. PRESBYTERIAN'S ANNUAL DONATIONS TO UNITED WAY OF NEW MEXICO RANK AT THE TOP OF HEALTHCARE ORGANIZATIONS NATIONALLY. IN 2013, PRESBYTERIAN EMPLOYEES DONATED MORE THAN $1.55 MILLION TO UNITED WAY. DONATED SERVICES, MATERIALS, EQUIPMENT AND FACILITIES: AS A CHARITABLE ORGANIZATION, WITH THE SOLE PURPOSE TO IMPROVE THE HEALTH OF THE PATIENTS, MEMBERS, AND COMMUNITIES WE SERVE, PHS SEEKS TO BENEFIT THOSE WE SERVE IN EVERY DECISION AND ACTION WE MAKE. CONSISTENT WITH OUR VISION, VALUES, PURPOSE AND STRATEGY, PHS USES THE FOLLOWING INTERNAL ORGANIZATIONAL PRIORITIES TO IDENTIFY RECIPIENTS OF OUR SPECIFIC, ORGANIZED COMMUNITY OUTREACH ACTIVITIES. THEY ARE: 1) CARE AND NO-CHARGE SERVICES TO UNDER-SERVED POPULATIONS TO IMPROVE HEALTH, 2) DONATIONS AND NO-CHARGE SERVICES TO THE GENERAL COMMUNITY AND NONPROFITS THAT IMPROVE THE HEALTH OF THE GENERAL COMMUNITY, 3) DONATIONS TO OTHER NONPROFITS THAT: A) PROVIDE ECONOMIC DEVELOPMENT TO REDUCE THE NUMBER OF UNINSURED, B) PROMOTE DIVERSITY, C) PROMOTE QUALITY, AND D) PROMOTE EDUCATION. PHS PROVIDED APPROXIMATELY $120,385,000 IN DONATED SERVICES, MATERIALS, EQUIPMENT AND FACILITIES IN 2013, INCLUDING THE SPECIFIC DONATIONS DESCRIBED BELOW. CARE AND NO-CHARGE SERVICES TO UNDER-SERVED POPULATIONS TO IMPROVE HEALTH-APPROXIMATELY $110,643,000, AS FOLLOWS: IN 2013, PHS PROVIDED APPROXIMATELY $27,402,000 IN FINANCIAL ASSISTANCE (CHARITY CARE), MEASURED BY OUR COST OF CARE. THE UNREIMBURSED COST OF CARE FOR MEDICARE & MEDICAID PATIENTS FOR 2013 TOTALED APPROXIMATELY $67,001,000. UNREIMBURSED MEDICARE IS NOT REPORTED AS A COMMUNITY BENEFIT ON SCHEDULE H, PART II, OF THE FORM 990, AND PHS REPORTS IT HERE AS SUPPLEMENTAL INFORMATION REGARDING OUR IMPACT IN THE COMMUNITIES WE SERVE. IN 2013, PHS PROVIDED NEEDED HEALTHCARE SERVICES AT AN APPROXIMATE LOSS OF $14,874,000. THESE HEALTHCARE SERVICES WOULD HAVE BECOME THE BURDEN OF GOVERNMENT OR ANOTHER NONPROFIT ORGANIZATION IF PHS HAD NOT PROVIDED THEM. IN ADDITION, DONATIONS TO ASSIST ORGANIZATIONS THAT PROVIDE SIMILAR SERVICES TO UNDER-SERVED POPULATIONS TOTALED APPROXIMATELY $1,366,000; ORGANIZATIONS THAT BENEFITED FROM CASH AND IN-KIND DONATIONS IN THIS CATEGORY, ALL OF WHICH ARE UNRELATED TO PHS, INCLUDE MEALS ON WHEELS, ALBUQUERQUE HEALTHCARE FOR THE HOMELESS, AND RONALD MCDONALD HOUSE. ALSO INCLUDED IN THIS AMOUNT ARE ASSISTANCE TO INDIVIDUALS AND FAMILIES WHO RECEIVE HEALTH SERVICES AND HEALTH EDUCATION FROM VARIOUS LOCAL, INDEPENDENT HEALTHCARE CLINICS, TRANSPORTATION AND MEALS FOR INDIGENT PATIENTS, AND COSTS TO PROVIDE DOULA SERVICES TO ASSIST AND COMFORT MATERNITY PATIENTS. DONATIONS AND NO-CHARGE SERVICES TO OR THROUGH OTHER NONPROFITS THAT IMPROVE THE HEALTH OF THE GENERAL COMMUNITY-APPROXIMATELY $508,000, INCLUDING: UNITED WAY OF EASTERN NEW MEXICO, THE AMERICAN CANCER SOCIETY, THE AMERICAN HEART ASSOCIATION, THE AMERICAN LUNG ASSOCIATION, HEALTH FAIRS CONDUCTED THROUGHOUT NEW MEXICO; CANCER SUPPORT AND EDUCATION; FLU SHOT CLINICS THROUGHOUT THE STATE, THE LEUKEMIA AND LYMPHOMA SOCIETY, AND THE JUVENILE DIABETES ASSOCIATION. DONATIONS TO OTHER NONPROFITS THAT PROVIDE ECONOMIC DEVELOPMENT TO REDUCE THE NUMBER OF UNINSURED OR THAT PROMOTE DIVERSITY, QUALITY OR EDUCATION WITHIN THE COMMUNITIES WE SERVE-APPROXIMATELY $9,234,000, INCLUDING: INDIVIDUALS, FAMILIES, BUSINESSES, AND COMMUNITIES SERVED BY THE GREATER ALBUQUERQUE CHAMBER OF COMMERCE, THE ESPAOLA VALLEY CHAMBER OF COMMERCE, CLOVIS INDUSTRIAL DEVELOPMENT BOARD, THE MCCURDY SCHOOL, THE CENTER FOR NURSING EXCELLENCE, STUDENTS AND INDIVIDUALS RECEIVING EDUCATION OR VOCATIONAL TRAINING AND GUIDANCE THROUGH PHS' PATHWAYS TO NURSING PROGRAM, PRECEPTORSHIPS FOR NURSING AND OTHER HEALTHCARE STUDENTS, SUMMER INTERN PROGRAM, PHS PIPELINE INITIATIVES, INCLUDING JUNIOR ACHIEVEMENT, PRESBYTERIAN VOLUNTEER SERVICES, TAKE YOUR CHILD TO WORK DAY, GROUNDHOG JOB SHADOW DAY, HOSPITAL TOURS, AND VARIOUS SCHOLARSHIPS FOR STUDENTS SEEKING CAREERS IN HEALTH CARE. THE AMOUNT OF DONATIONS REPORTED ABOVE (WITHOUT CONSIDERING FINANCIAL ASSISTANCE, SERVICES PROVIDED AT A LOSS, AND THE UNREIMBURSED COST OF GOVERNMENT PROGRAMS) EXCEEDS GRANTS AND ALLOCATIONS AS REPORTED ON FORM 990, PART IX, LINES 1, & 2; THE ABOVE FIGURES INCLUDE THE VALUE OF DONATED STAFF SERVICES AND THE FREE OR SUBSIDIZED USE OF PHS BUILDINGS BY OTHER CHARITABLE ORGANIZATIONS. FORM 990, PART III, LINE 4A - PHS' CENTRAL NEW MEXICO DELIVERY SYSTEM: OPERATING PRIMARILY IN THE ALBUQUERQUE METROPOLITAN AREA COMPRISED OF BERNALILLO, VALENCIA, SANDOVAL, AND TORRANCE COUNTIES, THE CENTRAL NEW MEXICO DELIVERY SYSTEM IS THE LARGEST PROVIDER OF TERTIARY SERVICES IN NEW MEXICO AND RECEIVES REFERRALS FROM BOTH OWNED AND NON-OWNED HEALTHCARE FACILITIES THROUGHOUT THE STATE. THE CENTRAL NEW MEXICO DELIVERY SYSTEM INCLUDES TWO LARGE TERTIARY HOSPITALS OFFERING COMPREHENSIVE SERVICES, A GENERAL ACUTE CARE HOSPITAL IN ALBUQUERQUE AND OUR RECENTLY-OPENED RUST MEDICAL CENTER IN RIO RANCHO AS WELL AS THE SMALLER KASEMAN HOSPITAL IN ALBUQUERQUE. THESE FACILITIES OFFER EMERGENCY SERVICES, OUTPATIENT SERVICES, REHABILITATION SERVICES, HOME HEALTH CARE, HOSPICE, A COMPREHENSIVE CARDIAC CENTER, A WOMEN'S CENTER AS WELL AS A CHILDREN'S CENTER, A CANCER PROGRAM, AND AMBULATORY CARE CLINICS THAT SUPPORT THE HOSPITALS. WITHIN THE CENTRAL NEW MEXICO DELIVERY SYSTEM ARE A NUMBER OF PROGRAM SERVICE COMPONENTS, DESCRIBED BRIEFLY AS FOLLOWS. A. PRESBYTERIAN HOSPITAL THE STATE'S LARGEST TERTIARY HOSPITAL, PROVIDING HIGHLY TECHNICAL AND INTENSIVE SERVICES SUCH AS CARDIAC SURGERY, KIDNEY TRANSPLANTS, NEONATAL AND PEDIATRIC INTENSIVE CARE UNITS, A JOINT-REPLACEMENT CENTER, HIGHLY SPECIALIZED LAB SERVICES, IMAGING SERVICES, HOME HEALTH AND REHABILITATION PROGRAMS. INTEGRAL TO PHS' STRATEGY TO PROVIDE A COMPREHENSIVE ARRAY OF HEALTHCARE SERVICES IS PRESBYTERIAN MEDICAL GROUP, A MULTI-SPECIALTY PRACTICE OF EMPLOYED PHYSICIANS AND MID-LEVEL PROVIDERS THAT ALSO OFFERS ANCILLARY SERVICES. PRESBYTERIAN'S AMBULATORY CLINICS OPERATE AS DEPARTMENTS OF PRESBYTERIAN HOSPITAL. B. PRESBYTERIAN KASEMAN HOSPITAL KASEMAN HOSPITAL IS A GENERAL ACUTE CARE HOSPITAL OFFERING A VARIETY OF INPATIENT AND OUTPATIENT SERVICES. SPECIFIC SERVICES INCLUDE A CANCER RADIATION TREATMENT CENTER AND MEDICAL ONCOLOGY, DAY SURGERY, A SLEEP DISORDERS CENTER, A PAIN CENTER, A SKILLED NURSING FACILITY, AN INPATIENT HOSPICE, AND A BEHAVIORAL HEALTH PROGRAM. C. PRESBYTERIAN RUST MEDICAL CENTER OPENED IN OCTOBER OF 2011, THE RUST MEDICAL CENTER IS A GENERAL ACUTE CARE HOSPITAL SERVING THE CITY OF RIO RANCHO AND RESIDENTS IN THE FAST-GROWING WEST SIDE OF THE ALBUQUERQUE METROPOLITAN AREA. SERVICES NOW OFFERED AT THIS NEW, STATE-OF-THE ART MEDICAL CENTER INCLUDE LABOR AND DELIVERY SERVICES, INTENSIVE CARE, OPERATING ROOMS, CARDIAC SERVICES, MRI AND IMAGING, EMERGENCY CARE AND MORE. D. PRESBYTERIAN NORTHSIDE PRESBYTERIAN NORTHSIDE HOUSES AN OCCUPATIONAL MEDICINE CLINIC, A PRIMARY CARE CLINIC AND AN URGENT CARE CENTER. E. PRESBYTERIAN HEALTHPLEX PRESBYTERIAN HEALTHPLEX IS AN OUTPATIENT PREVENTION AND REHABILITATION FACILITY, OFFERING PATIENTS CUSTOMIZED CARDIOPULMONARY REHABILITATION SERVICES THROUGH INDIVIDUAL AND GROUP PROGRAMS. F. CHILDREN'S CENTER LOCATED AT PRESBYTERIAN HOSPITAL, THE CHILDREN'S CENTER PROVIDES THE FULL CONTINUUM OF PEDIATRIC CARE, INCLUDING PRIMARY CARE, SPECIALTY CARE, LEVEL II NEONATAL CARE, INTENSIVE CARE AND CHILD LIFE SERVICES. G. ONCOLOGY PROGRAM LOCATED AT PRESBYTERIAN AND KASEMAN HOSPITALS, THE ONCOLOGY PROGRAM DIAGNOSES AND TREATS CANCER PATIENTS WITH RADIOLOGY AND MEDICAL ONCOLOGY ON AN INPATIENT AND OUTPATIENT BASIS. SERVICES ALSO INCLUDE EDUCATION AND PREVENTION. UNDER AN ARRANGEMENT WITH MD ANDERSON, MD ANDERSON OPERATES OUR RADIATION ONCOLOGY PROGRAM. THIS ENABLES US TO BRING NATIONALLY EXCELLENT CARE TO CANCER PATIENTS IN OUR COMMUNITY. H. WOMEN'S CENTER LOCATED AT PRESBYTERIAN HOSPITAL, THE WOMEN'S CENTER PROVIDES A FULL CONTINUUM OF SERVICES FOR WOMEN, INCLUDING PRIMARY CARE, OBSTETRICS, GYNECOLOGY, STATE OF THE ART PERINATOLOGY AND NEONATOLOGY, DOULA SUPPORT, AND HOME HEALTH SERVICES, AND A WOMEN'S HEALTH, EDUCATION AND RESOURCE (H.E.R.) CENTER. I. RENAL TRANSPLANT SERVICES LOCATED AT PRESBYTERIAN HOSPITAL, PHS OPERATES ONE OF TWO RENAL TRANSPLANT SERVICES IN THE STATE AND THE ONLY ONE OFFERING DONOR LAPAROSCOPIC NEPHRECTOMY, WHICH REDUCES DONOR RECOVERY TIME BY APPROXIMATELY 50 PERCENT. J. BEHAVIORAL PROGRAM LOCATED AT PRESBYTERIAN KASEMAN HOSPITAL, THE BEHAVIORAL PROGRAM OFFERS INPATIENT AND OUTPATIENT PSYCHIATRIC AND CHEMICAL DEPENDENCY SERVICES, INCLUDING EMERGENCY SERVICES, FOR ADULTS AND CHILDREN. K. PRIMARY CARE PROGRAM THE PRIMARY CARE PROGRAM MONITORS, STANDARDIZES, AND IMPROVES QUALITY ACROSS THE FULL CONTINUUM OF PEDIATRIC, FAMILY PRACTICE AND INTERNAL MEDICINE PREVENTIVE AND ACUTE CARE SERVICES DELIVERED THROUGH PRIMARY CARE SITES IN THE GREATER ALBUQUERQUE METROPOLITAN AREA. L. OTHER PROGRAMS THE CENTRAL NEW MEXICO DELIVERY SYSTEM ALSO OPERATES A WOUND CARE CENTER, A HYPERBARIC CHAMBER, A SLEEP CENTER, AND GENERAL MEDICINE UNITS. CENTRAL NEW MEXICO DELIVERY SYSTEM ACCOMPLISHMENTS FOR YEAR ENDED DECEMBER 31, 2013: INPATIENT DISCHARGES(1) = 37,279 AVERAGE LENGTH OF STAY (IN DAYS)(1) = 4.60 INPATIENT PATIENT DAYS(1) = 171,358 EMERGENCY ROOM VISITS (OUTPATIENT ONLY)(2) = 115,099 HOSPITAL-BASED OUTPATIENT VISITS(3) = 261,741 NEWBORN DELIVERIES(4) = 5,019 AMBULATORY CLINIC ENCOUNTERS = 1,322,742 NOTES: (1) INPATIENT DISCHARGES EXCLUDING NEWBORNS DELIVERIES (2) ER TREAT & RELEASE VISITS (3) EXCLUDES EMERGENCY DEPARTMENT VISITS (4) INCLUDES ALL NEWBORNS AND NICU CASES FORM 990, PART III, LINE 4B - PHS' REGIONAL DELIVERY SYSTEM: THE REGIONAL DELIVERY SYSTEM PROVIDES GENERAL ACUTE CARE AND OTHER HEALTHCARE DELIVERY SERVICES IN SEVERAL SMALLER COMMUNITIES IN NEW MEXICO. THE REGIONAL DELIVERY SYSTEM CONSISTS OF TWO GENERAL ACUTE CARE HOSPITALS, LOCATED IN CLOVIS AND ESPAOLA, THREE DESIGNATED CRITICAL ACCESS HOSPITALS, LOCATED IN RUIDOSO, SOCORRO AND TUCUMCARI, AND TWELVE AMBULATORY CARE CLINICS THAT ARE DEPARTMENTS OF THE FIVE REGIONAL HOSPITALS. HOSPITAL SERVICES VARY BY FACILITY, BUT ALL HOSPITALS OFFER MATERNITY CARE, SURGERY, EMERGENCY MEDICINE, PHYSICAL THERAPY, RESPIRATORY THERAPY, RADIOLOGY, AND LABORATORY SERVICES. REGIONAL DELIVERY SYSTEM ACCOMPLISHMENTS IN 2013 ARE DESCRIBED AS FOLLOWS: INPATIENT DISCHARGES(1) = 9,175 AVERAGE LENGTH OF STAY (IN DAYS)(1) = 3.04 INPATIENT PATIENT DAYS(1) = 27,900 EMERGENCY ROOM VISITS (OUTPATIENT ONLY)(2) = 72,968 HOSPITAL-BASED OUTPATIENT VISITS(3) = 100,816 NEWBORN DELIVERIES(4) = 2,101 AMBULATORY CLINIC ENCOUNTERS = 223,633 NOTES: (1) INPATIENT DISCHARGES EXCLUDING NEWBORNS DELIVERIES (2) ER TREAT & RELEASE VISITS (3) EXCLUDES EMERGENCY DEPARTMENT VISITS (4) INCLUDES ALL NEWBORNS AND NICU CASES FORM 990, PART III, LINE 4C - PHS' HEART AND VASCULAR CENTER: LOCATED AT PRESBYTERIAN HOSPITAL, THE HEART AND VASCULAR CENTER OFFERS CARDIOTHORACIC AND VASCULAR SERVICES TO BOTH ADULTS AND CHILDREN, INCLUDING CATHETERIZATION, SURGERIES, ECHOCARDIOGRAPHY, VASCULAR ULTRASOUND, PACEMAKER AND DEFIBRILLATOR IMPLANTATION, ANGIOPLASTY, ELECTROPHYSIOLOGY, AND REHABILITATION AND WELLNESS. THE PRESBYTERIAN HEART AND VASCULAR CENTER PROVIDES A FULL RANGE OF PREVENTATIVE, DIAGNOSTIC, THERAPEUTIC, AND REHABILITATION PROGRAMS. IT PROVIDES SERVICES TO ALL AGES FROM NEWBORNS TO GERIATRIC PATIENTS. RECENTLY, THE MEDICARE PROGRAM HAS IDENTIFIED PRESBYTERIAN AS ONE OF ONLY TEN HOSPITALS IN THE COUNTRY WHO DO A SUPERIOR JOB OF AVOIDING READMISSIONS IN HEART ATTACK, PNEUMONIA, AND HEART FAILURE CASES. THE HEART AND VASCULAR CENTER SERVED PATIENTS THROUGH THE YEAR ENDED DECEMBER 31, 2013, AS FOLLOWS: PATIENT VISITS = 66,251 INPATIENT DISCHARGES = 3,591 CARDIAC REHABILITATION VISITS = 13,160 OUTPATIENT CARDIOVASCULAR LAB ENCOUNTERS = 2,989 FORM 990, PART V, LINE 2A PRESBYTERIAN HEALTHCARE SERVICES (PHS) IS THE COMMON PAY AGENT FOR ITS RELATED EXEMPT ORGANIZATIONS. ALL PAYROLL, INCLUDING WAGES, BENEFITS, PENSION AND PAYROLL TAX, IS CENTRALIZED THROUGH PHS FOR PHS, PRESBYTERIAN HEALTHCARE FOUNDATION (PHF) EIN: 85-6016041, SOUTHWEST HEALTH FOUNDATION (SHF) EIN: 85-0289728, PRESBYTERIAN PROPERTIES INC. (PPI) EIN: 85-0414352, AND BERNALILLO COUNTY HEALTH CARE CORPORATION DBA ALBUQUERQUE AMBULANCE SERVICES (AAS) EIN: 23-7329437. FORM 941 REPORTING FOR ALL THE ENTITIES' SALARIES AND WAGES ARE REPORTED UNDER PHS' EIN: 85-0105601. AN ALLOCATION IS MADE FOR EACH ENTITY AND AS SUCH IS REPORTED ON THE SEPARATE FORMS 990, PART IX, LINES 5-9. FORM 990, PART V, LINE 2A INCLUDES ALL EMPLOYEES REPORTED ON FORM 941 FOR PHS AS THE COMMON PAY AGENT AND NONE ARE REPORTED ON 990 PART V, LINE 2A, FOR PHF, SHF, PPI, AND AAS. FORM 990, PART VI, LINE 1A PURSUANT TO THE BYLAWS, THE EXECUTIVE COMMITTEE CONSISTS OF THE CHAIR OF THE PHS BOARD OF DIRECTORS, THE CHAIRS OF THE COMPLIANCE AND AUDIT COMMITTEE, THE FINANCE COMMITTEE AND THE QUALITY COMMITTEE AND THE PRESIDENT OF PHS. ANY MEMBER OF THE EXECUTIVE COMMITTEE MAY BE REMOVED FROM MEMBERSHIP ON SAID COMMITTEE AT ANY TIME, WITH OR WITHOUT CAUSE, BY A VOTE OF THE MAJORITY OF THE PHS BOARD AT ANY MEETING OF THE PHS BOARD. THE EXECUTIVE COMMITTEE, DURING THE INTERVALS BETWEEN MEETINGS OF THE PHS BOARD, POSSESSES AND MAY EXERCISE ALL OF THE POWERS OF THE PHS BOARD IN THE MANAGEMENT OF THE AFFAIRS AND PROPERTY OF PHS EXCEPT AS OTHERWISE PROVIDED BY LAW, THE PRESBYTERIAN BYLAWS, OR BY RESOLUTION OF THE BOARD. ALL ACTIONS BY THE EXECUTIVE COMMITTEE BETWEEN MEETINGS OF THE PHS BOARD MUST BE REPORTED TO THE PHS BOARD AT ITS NEXT MEETING. SUCH ACTIONS ARE SUBJECT TO RATIFICATION, REVISION, OR ALTERATION BY THE PHS BOARD; PROVIDED, HOWEVER, THAT THE PHS BOARD MAY NOT ALTER THE RIGHTS OF THIRD PERSONS UNDER AGREEMENTS ENTERED INTO BY SUCH THIRD PERSONS IN GOOD FAITH WITHOUT NOTICE OF ANY LIMITATION ON THE AUTHORITY OF THE EXECUTIVE COMMITTEE. FORM 990, PART VI, LINE 2 PAUL BRIGGS (OFFICER) AND ROBIN DIVINE (FORMER KEY EMPLOYEE) HAVE A BUSINESS RELATIONSHIP IN THAT THEY BOTH SERVED AS DIRECTORS FOR TRICORE REFERENCE LABS & TRICORE LABORATORY SERVICE CORPORATION. JAMES HINTON (OFFICER / DIRECTOR) SERVED AS A DIRECTOR OF PRESBYTERIAN NETWORK, INC. (EIN: 85-0337392) WHERE DALE MAXWELL (OFFICER) WAS AN OFFICER. JAMES HINTON (OFFICER / DIRECTOR) AND GEORGE ISHAM (DIRECTOR) HAVE A BUSINESS RELATIONSHIP IN THAT THEY BOTH SERVED AS DIRECTORS FOR PRESBYTERIAN HEALTH PLAN, INC. (EIN: 94-3037165) AND PRESBYTERIAN INSURANCE COMPANY, INC. (EIN: 85-0484337). FORM 990, PART VI, LINE 11B PRESBYTERIAN HEALTHCARE SERVICES (PHS) UTILIZES A MULTI-LEVEL REVIEW PROCESS DURING PREPARATION AND SUBMISSION OF THE ANNUAL FORM 990. THE FIRST DRAFT OF FORM 990 IS PREPARED BY A NATIONAL ACCOUNTING FIRM, BASED ON INFORMATION PROVIDED BY THE PHS TAX DIRECTOR. THIS INFORMATION IS GATHERED FROM NUMEROUS SOURCES ACROSS THE ORGANIZATION, INCLUDING FINANCE, GOVERNANCE, LEGAL, COMMUNICATIONS, ETC. THIS FIRST DRAFT IS REVIEWED ON A LINE-BY-LINE DETAIL LEVEL BY THE PHS TAX DIRECTOR. IN ADDITION, ALL COMPENSATION-RELATED DATA IS REVIEWED IN DETAIL BY THE HUMAN RESOURCES BENEFITS DIRECTOR AND THE SENIOR VICE PRESIDENT OVER HUMAN RESOURCES. ALL FEEDBACK FROM THESE REVIEWS IS ACCUMULATED BY THE TAX DIRECTOR AND CONVEYED TO THE ACCOUNTING FIRM FOR INCLUSION IN A SECOND DRAFT OF THE COMPLETE FORM 990. THIS SECOND DRAFT IS REVIEWED IN DETAIL BY THE TAX DIRECTOR, GENERAL COUNSEL, FINANCE VP, AND THE CFO TO ENSURE THAT ALL REQUESTED CHANGES WERE INCORPORATED AND ADDRESS ANY ADDITIONAL MODIFICATIONS FOUND TO BE NECESSARY AT THAT TIME. THE NEXT DRAFT OF THE FORM 990 IS PRESENTED BY THE CFO, GENERAL COUNSEL & THE TAX DIRECTOR TO THE COMPLIANCE AND AUDIT COMMITTEE (EXCLUDING COMPENSATION SCHEDULES), THE EXECUTIVE COMPENSATION COMMITTEE (COMPENSATION SCHEDULES ONLY), AND THE FULL PHS GOVERNING BOARD (COMPLETE FORM). AT THESE MEETINGS, THE BOARD AND THE APPLICABLE SUBCOMMITTEES ALSO RECEIVE AN EDUCATIONAL PRESENTATION REGARDING THE FORM 990, ASK QUESTIONS, AND SUGGEST CHANGES AND CLARIFICATIONS. THE FORM IS REVISED TO INCORPORATE FEEDBACK FROM THE BOARD. THE TAX DIRECTOR THEN OBTAINS THE CFO'S SIGNATURE ON THE RETURN AND THE RETURN WILL BE FILED ELECTRONICALLY BY THE ACCOUNTING FIRM. FORM 990, PART VI, LINE 12C CONFLICT OF INTEREST STATEMENTS ARE SUBMITTED ANNUALLY AND ARE REVIEWED BY THE CHAIR OF THE COMPLIANCE AND AUDIT COMMITTEE AND THE GENERAL COUNSEL. BOARD MEMBERS ARE REQUIRED TO REMOVE THEMSELVES FROM CONFLICTS OR EXCUSE THEMSELVES FROM VOTES THAT MAY LEAVE ANY APPEARANCE OF NON-INDEPENDENCE. THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY THE GOVERNANCE COMMITTEE AND REVISED IF APPROPRIATE. CONFLICT OF INTEREST REQUIREMENTS ARE REVIEWED WITH THE BOARD AND EACH COMMITTEE ANNUALLY AND THE CODE OF CONDUCT IS REVIEWED AS PART OF THE BOARD'S COMPLIANCE TRAINING. THE BOARD AND EACH COMMITTEE IS REQUIRED TO MONITOR AND ENFORCE THE POLICY. FORM 990, PART VI, LINES 15A AND 15B ALL EXECUTIVES' COMPENSATION IS REVIEWED ANNUALLY BY AN INDEPENDENT EXTERNAL CONSULTING FIRM RETAINED BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE PRESBYTERIAN HEALTHCARE SERVICES (PHS) BOARD. THIS COMMITTEE IS COMPOSED OF INDEPENDENT DIRECTORS. PHS MANAGEMENT USES THE DATA FROM THE CONSULTING FIRM AND FROM THE INDEPENDENT COMMITTEE IN ESTABLISHING APPROPRIATE COMPENSATION. ALL DELIBERATIONS AND DECISIONS OF THE PHS EXECUTIVE COMPENSATION COMMITTEE ARE TIMELY DOCUMENTED AND RETAINED BY PHS' HUMAN RESOURCES DEPARTMENT. ADDITIONALLY, DATA THAT SUPPORT THESE DECISIONS ARE MAINTAINED BY THE SENIOR VICE PRESIDENT OF HUMAN RESOURCES FOR PHS. FORM 990, PART VI, LINE 19 COPIES OF THE MOST CURRENT THREE YEARS' FORMS 990 ARE MAINTAINED AT PRESBYTERIAN HEALTHCARE SERVICES (PHS) MANAGEMENT LOCATIONS. THESE RETURNS ARE AVAILABLE FOR REVIEW OR PHOTOCOPY BY ANY INDIVIDUAL WHO REQUESTS SUCH. IN ADDITION, FORMS 990 ARE ALSO PUBLISHED ON WWW.GUIDESTAR.ORG AND AVAILABLE FREELY TO THE PUBLIC IN THIS MANNER. AT THIS TIME, COPIES OF FINANCIAL STATEMENTS ARE AVAILABLE ON THE MUNICIPAL BOND WEB SITE (WWW.EMMA.MSRB.ORG). THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE ON THE STATE ATTORNEY GENERAL'S WEBSITE. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS NOT AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9 TRANSFER OF NET ASSETS FROM SHF $ 261,065,543 PENSION ACCUMULATED OTHER COMPREHENSIVE INCOME TRUE UP 83,301,602 CHANGE IN VALUE OF EQUITY HEDGES (30,090,355) ALLOCATE RIO RANCHO EMERGENCY CENTER FUNDS TO RUST MEDICAL CENTER 2,628,700 MISCELLANEOUS (407,077) ------------ TOTAL $ 316,498,413 ============ FORM 990 PART IX LINE 11G DESCRIPTION:CONTRACTED PROF FEES-PHYSICIAN TOTAL FEES:26885858 FORM 990 PART IX LINE 11G DESCRIPTION:CONTRACT LABOR TOTAL FEES:6177025 FORM 990 PART IX LINE 11G DESCRIPTION:CONTRACTED PROF FEES-MID LEVEL TOTAL FEES:5673023 FORM 990 PART IX LINE 11G DESCRIPTION:AGENCY NURSES TOTAL FEES:4915487 FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTING TOTAL FEES:2978295 FORM 990 PART IX LINE 11G DESCRIPTION:CONTRACTED PROF FEES-MED DIR TOTAL FEES:2157472 FORM 990 PART IX LINE 11G DESCRIPTION:OTHER PURCHASED SERVICES TOTAL FEES:XXX-XX-XXXX PRESBYTERIAN HEALTHCARE FOUNDATION PO BOX 26666 ALBUQUERQUE NM 87125 856016041 RAISE FUNDS NM 501(C)(3) 7 PHS true SOUTHWEST HEALTH FOUNDATION PO BOX 26666 ALBUQUERQUE NM 87125 850289728 SUPPORT NM 501(C)(3) 11 TYPE 1 PHS true PRESBYTERIAN PROPERTIES INC PO Box 26666 ALBUQUERQUE NM 87125 850414352 HOLDING CO. NM 501(C)(2) PHS true BERNALILLO COUNTY HEALTH CARE CORP PO BOX 26666 ALBUQUERQUE NM 87125 237329437 AMBULANCE SVC NM 501(C)(3) 9 PHS true PRESBYTERIAN NETWORK INC & SUBS PO BOX 27489 ALBUQUERQUE NM 87125 850337392 HMO, INS, TPA NM SHF C CORP 0 0 true false false true false false false false false false true true true true true true true true true true BERNALILLO COUNTY HEALTH CARE CORPORATION O 15429223 GENERAL JOURNAL BERNALILLO COUNTY HEALTH CARE CORPORATION Q 8057513 GENERAL JOURNAL BERNALILLO COUNTY HEALTH CARE CORPORATION S 23844443 GENERAL JOURNAL PRESBYTERIAN PROPERTIES INC K 3637937 GENERAL JOURNAL PRESBYTERIAN PROPERTIES INC L 803460 GENERAL JOURNAL PRESBYTERIAN PROPERTIES INC N 871903 GENERAL JOURNAL PRESBYTERIAN PROPERTIES INC Q 3371520 GENERAL JOURNAL PRESBYTERIAN PROPERTIES INC R 1497415 GENERAL JOURNAL PRESBYTERIAN PROPERTIES INC S 3800615 GENERAL JOURNAL SOUTHWEST HEALTH FOUNDATION C 5570080 GENERAL JOURNAL SOUTHWEST HEALTH FOUNDATION Q 55728 GENERAL JOURNAL SOUTHWEST HEALTH FOUNDATION S 260777793 GENERAL JOURNAL PRESBYTERIAN HEALTHCARE FOUNDATION C 4831731 GENERAL JOURNAL PRESBYTERIAN HEALTHCARE FOUNDATION O 1559209 GENERAL JOURNAL PRESBYTERIAN HEALTHCARE FOUNDATION Q 1858777 GENERAL JOURNAL PRESBYTERIAN HEALTHCARE FOUNDATION S 3402234 GENERAL JOURNAL PRESBYTERIAN NETWORK INC & SUBS P 204936 GENERAL JOURNAL PRESBYTERIAN NETWORK INC & SUBS Q 1353785 GENERAL JOURNAL PRESBYTERIAN NETWORK INC & SUBS S 291998 GENERAL JOURNAL