2014-08-13T14:02:17-05:00 2013-09-30 BKD LLP 910 E ST LOUIS 200/PO BOX 1190 SPRINGFIELD MO 658062523 990 2012-10-01 440577118 LESTER E COX MEDICAL CENTERS % JACOB M MCWAY LEST 4172698811 1423 N JEFFERSON ST Suite SPRINGFIELD MO 65802 JACOB MCWAY 4172698811 2014-08-04 true Brian D Todd 4178658701 2012 2015-11-30 17:44:51Z COXHEALTH STEVE EDWARDS 1423 N JEFFERSON STREET SPRINGFIELD MO 65802 1196966112 false X WWW.COXHEALTH.COM X 1923 MO THE ORGANIZATION PROVIDES QUALITY HEALTH CARE, EDUCATION AND RESEARCH IN ORDER TO IMPROVE THE HEALTH OF THE COMMUNITIES IT SERVES. 28 18 8673 31 2992048 412237 2680250 68461532 952617795 1002714972 9109712 11258214 3026667 9008258 967434424 1091442976 1830829 1593947 0 0 406861332 401596721 0 0 518166 525556006 594780700 934248167 997971368 33186257 93471608 1079342042 1345753808 594762251 685529161 484579791 660224647 X MISSION: TO IMPROVE THE HEALTH OF THE COMMUNITIES WE SERVE THROUGH QUALITY HEALTH CARE, EDUCATION & RESEARCH. false false 647229653 722563125 HOSPITAL SERVICES: AS A COMMUNITY OWNED, NON-PROFIT HOSPITAL, COXHEALTH PROVIDES THE KIND OF CARE AND PROGRAMS THAT ARE NEEDED TO SERVE MANY OF THE MOST VULNERABLE IN OUR COMMUNITIES - THE UNDERINSURED AND UNINSURED. COMMUNITY BENEFIT IN FY13 TOTALED $159,139,008 SYSTEM-WIDE IN THESE CATEGORIES: SHORT-FALLS IN REIMBURSEMENT AND CHARITY CARE; COMMUNITY OUTREACH SERVICES INCLUDING COMMUNITY EDUCATION, HEALTH SCREENINGS, SUPPORT GROUPS AND IMMUNIZATIONS; HEALTH PROFESSIONALS EDUCATION AND RESEARCH, INCLUDING THE UN-REIMBURSED COST OF COX FAMILY MEDICINE RESIDENCY AND SCHOOLS OF ALLIED HEALTH PROFESSIONS; AND FOUNDATION GRANTS, FINANCIAL CONTRIBUTIONS AND IN-KIND DONATIONS. 207995936 175861160 PHYSICIAN CARE: EMPLOYED PHYSICIANS AT COXHEALTH PLAY AN IMPORTANT ROLE IN ACCESS TO MEDICAL CARE THROUGH THEIR PRACTICE AT RURAL HEALTH CLINICS IN UNDER-SERVED AREAS OF SOUTHWEST MISSOURI. PHYSICIANS WITH COX FAMILY MEDICINE RESIDENCY ARE MAKING A VISIBLE DIFFERENCE IN CARE FOR UNINSURED PATIENTS AS WELL AS PATIENTS COVERED BY MEDICAID. THESE PATIENTS REPRESENT 18% AND 38% PERCENT OF TOTAL PATIENTS SEEN IN THE CLINIC RESPECTIVELY. AFFORDABLE, CONVENIENT CARE IS ALSO PROVIDED IN OUR RETAIL CLINICS. COXHEALTH CONTINUES TO PARTNER WITH WAL-MART, AND CURRENTLY HAS 5 PARTNERSHIP CLINICS. 35281845 37248220 HOME CARE: COXHEALTH'S HOME CARE SERVICES ARE PROVIDED BY OXFORD HEALTHCARE HOME CARE AND HOSPICE AND COX HOME SUPPORT DURABLE MEDICAL EQUIPMENT. OXFORD STRIVES TO MEET THE HOME CARE AND HOSPICE NEEDS FOR CLIENTS OF ALL AGES. THEIR SERVICES INCLUDE NURSING CARE, MEDICATION SUPERVISION, IV THERAPY, PERSONAL CARE, HOUSEKEEPING, LAUNDRY, MEAL PREPARATION, SHOPPING, ERRANDS, TRANSPORTATION, COMPANIONSHIP, TELEMONITORING AND LIFELINE PERSONAL EMERGENCY RESPONSE SYSTEM. SEE SCHEDULE O FOR ADDITIONAL INFORMATION. 8527484 1593947 64050419 899034918 true true false true false false false false false false true false true false true false false true false false true false false false true false true true true true true true false false false false false false false false true true false false false false true true true true false false true 453 0 true 8673 true true true false false false false true true false false false false X 28 18 true false true false false false false true true false false true true true true true true true true false X JACOB M MCWAY 4172698811 3800 S NATIONAL SPRINGFIELD MO 65807 X JAMES W HUTCHESON 1.0 4.0 X X 0 0 0 GRANT Q HADEN JD 1.0 3.0 X X 0 0 0 JOSEPH W TURNER JD 1.0 3.0 X X 0 0 0 DENNIS J HEIM 1.0 3.0 X X 0 0 0 JERRY G JARED 1.0 3.0 X 0 0 0 PATRICIA M DIX MD 40.0 X 332209 0 23922 CHARLES T CHALENDER 1.0 X 0 0 0 RICHARD W KISSELL MD 40.0 3.0 X 172453 0 20466 LARRY W HALVERSON MD 40.0 X 158650 0 19722 DONA K ELKINS 1.0 3.0 X 0 0 0 RONALD D PONDS 1.0 3.0 X 0 0 0 PIERRE L CLOTHIAUX MD 1.0 X 0 0 0 LARRY W LIPSCOMB 1.0 3.0 X 0 0 0 JEFFREY C GOWER DDS 1.0 X 0 0 0 ROBERT C FULP 1.0 2.0 X 0 0 0 JANICE K HARRIS 1.0 3.0 X 0 0 0 GEORGE O WOOD JD 1.0 X 0 0 0 GIL L TROUT 1.0 X 0 0 0 BEN A PARNELL 1.0 X 0 0 0 ROBERT F MCDOWELL 1.0 6.0 X 0 0 0 PHILLIP D LOYD 1.0 X 0 0 0 HAL L HIGDON PHD 1.0 X 0 0 0 DAVID ZOLFAGHARI MD 1.0 3.0 X 0 0 0 THOMAS Y AUNER 1.0 X 0 0 0 HOWARD J FISK 1.0 X 0 0 0 MARK J HASELTINE 1.0 X 0 0 0 KURT D HELLWEG 1.0 X 0 0 0 JACK F PRIM 1.0 X 0 0 0 JAMES GIBSON MD 1.0 X 0 0 0 CLIFTON M SMART III JD 1.0 X 0 0 0 JEFF TYNES 1.0 X 0 0 0 JACOB MCWAY 40.0 9.0 X 635317 0 107846 STEVE EDWARDS 40.0 9.0 X 901555 0 143128 KATHLEEN RIGGER 40.0 4.0 X 50669 0 23844 LAURIE DUFF 40.0 X 170994 0 23688 CHARITY ELMER 40.0 X 340373 0 25200 JOHN DUFF MD 40.0 7.0 X 493575 0 139088 ROBERT FERGUSON 40.0 X 276482 0 23429 DAVID TAYLOR 40.0 X 310955 0 25263 RON PRENGER 40.0 X 248609 0 24109 JOHN HURSH 40.0 1.0 X 246983 0 23939 RODNEY SCHAFFER 40.0 X 207357 0 16750 PATRICK WALSH 40.0 X 231974 0 20196 KAREN KRAMER 40.0 X 264465 0 23668 DANIEL SONTHEIMER MD 40.0 X 394523 0 25224 PETE LEER 40.0 X 178335 0 15709 BETTY BRESHEARS 40.0 X 189535 0 21017 ANNE BRETT 40.0 X 187160 0 10780 BRUCE ROBISON 40.0 X 195159 0 21401 MICHAEL PAYNE MD 40.0 X 490455 0 24604 NORMAN TULLIS MD 40.0 X 481012 0 24004 REGGIE GEORGE MD 40.0 X 473001 0 23900 LOUIS KRENN MD 40.0 X 459951 0 25195 BOYD CROCKETT MD 40.0 X 458905 0 25200 ROBERT BEZANSON 1.0 X 392259 0 2266 8942915 0 903558 320 true true false FERRELL DUNCAN CLINIC INC PHYS REMUNERATION 64201464 SPRINGFIELD NEUROLOGICAL INSTIT PHYS REMUNERATION 14874853 OZARK ANESTHESIA ASSOCIATES ANESTHESIA SERVICES 13343806 EMERGENCY PHYSICIANS OF SPFD ER PHYSICIAN SERVICE 12553292 FERRELL DUNCAN BUILDING CO RENTAL SPACE 3278514 66 93795 65953218 2414519 68461532 NET PATIENT SERVICE REVENUE 900099 966731787 966731787 NET PATIENT SERVICE - UNRELATED LAB 621500 1023977 1023977 NET PATIENT SERVICE - UNRELATED RETAIL DME 446199 1968071 1968071 CAFETERIA, MEALS & VENDING 722514 4615144 4615144 FITNESS CENTERS 713940 3075344 3075344 25300649 25300649 1002714972 10257755 10257755 0 0 1959903 1230359 729544 0 729544 729544 104974320 279591 104108208 145244 866112 134347 1000459 1000459 20273 93795 39325 -19052 -19052 0 0 LOSS ON INVESTMENT IN EQUITY INVESTEE 900099 -195317 -195317 CHANGE IN INTEREST IN NET ASSETS OF SUBS 900099 8493083 8493083 8297766 1091442976 999722924 2992048 20266472 X 566417 566417 1027530 1027530 0 0 6965721 3330802 3634919 845652 318880 526772 317819995 284852030 32769655 198310 1349840 1240761 94908 14171 52305690 46465009 5826849 13832 22309823 19787680 2522143 0 3719603 3719603 574723 574723 61492 61492 0 732190 732190 175471468 141976357 33361034 134077 2189779 1772513 417266 17929824 14475170 3407587 47067 19469024 15759172 3709852 0 20103944 19436987 638867 28090 2529249 2047297 481952 0 1616549 1308513 308036 14877002 13571821 1305181 0 35655449 32527208 3128092 149 6462605 5895631 566974 MEDICAL SUPPLIES & DRUGS 141193220 141193220 BAD DEBT 107897047 107897047 STATE PROVIDER TAX 41974728 41974728 LICENSES, DUES, SUBSCRIPTIONS 1568575 1269681 298894 754229 340464 331295 82470 997971368 899034918 98418284 518166 2992003 1275673 198198345 317449444 0 0 142167801 136111963 0 0 0 0 18431693 14780876 10674298 11751088 7233197 8161631 877606687 549070596 320519038 328536091 260779624 307858025 21244134 22462326 55156301 153132997 25820103 25670894 16125505 18562800 1079342042 1345753808 210277103 146395699 0 0 2807135 2236022 307144505 461838869 0 0 0 0 5092976 10515284 12674608 11662390 56765924 52880897 594762251 685529161 X 461821091 623597716 12587233 18219363 10171467 18407568 484579791 660224647 1079342042 1345753808 X 93471608 25762121 56411127 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 39403 false true 22089 61492 false DIRECT CONTACT WITH LEGISLATORS, ETC SCHEDULE C, PART II-B, LINE 1G THE ORGANIZATION CONTRACTED PENMAN & WINTON CONSULTING GROUP, A LOBBYING AND ASSOCIATION MANAGEMENT FIRM, TO LOBBY ISSUES THAT BENEFIT THE INTERESTS OF THE COMMUNITY, COXHEALTH AND ITS AFFILIATES. OTHER LOBBYING ACTIVITIES SCHEDULE C, PART II-B, LINE 1I MEMBERS OF COXHEALTH'S ADMINISTRATIVE STAFF CONTACT LEGISLATORS REGARDING KEY HEALTHCARE ISSUES. ALSO, PORTIONS OF DUES PAID TO THE MISSOURI HOSPITAL ASSOCIATION AND THE AMERICAN HOSPITAL ASSOCIATION ARE USED FOR LOBBYING PURPOSES. IN FISCAL YEAR 2013, THE AMOUNT ATTRIBUTABLE TO LOBBYING WAS $19,748. IN ADDITION, $2,334 OF DUES PAID TO THE SPRINGFIELD AREA CHAMBER OF COMMERCE AND $7 OF DUES PAID TO THE AICPA WERE ATTRIBUTABLE TO LOBBYING. 26041751 26041751 295700409 153452833 142247576 4840360 3369841 1470519 518424628 382454115 135970513 32599539 9793807 22805732 328536091 INT IN NA OF TAX EXEMPT SUBS 153132997 C 153132997 0 INTEREST RATE BASIS SWAP 7545761 EST AMT DUE TO 3RD PARTIES 2486136 SELF INSURANCE CLAIMS PAYABLE 42849000 52880897 1066256671 25762121 -52218110 -26455989 1092712660 -1269684 -1269684 1091442976 890611815 1269684 1269684 889342131 732190 107897047 108629237 997971368 UNCERTAIN TAX POSITIONS SCHEDULE D, PART X, LINE 2 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. OTHER REVENUE INCLUDED ON LINE 1, BUT NOT ON FORM 990, PART VIII, LINE 12 SCHEDULE D, PART XI, LINE 2D $ 56,611,045 DEFINED BENEFIT GAIN 20,756 CHANGE IN BENEFICIAL INTEREST OF TRUST (220,674) RETURN OF CAPITAL (732,190) INVESTMENT FEES (107,897,047) BAD DEBT EXPENSE ----------------- $ (52,218,110) OTHER REVENUE INCLUDED ON FORM 990, PART VIII, LINE 12, BUT NOT ON LINE 1 SCHEDULE D, PART XI, LINE 4B $ (39,325) SPECIAL EVENTS EXPENSES (1,230,359) RENTAL EXPENSES --------------- $ (1,269,684) OTHER EXPENSE INCLUDED ON LINE 1, BUT NOT ON FORM 990, PART IX, LINE 25 SCHEDULE D, PART XII, LINE 2D $ 1,230,359 RENTAL EXPENSES 39,325 SPECIAL EVENTS EXPENSES ---------------- $ 1,269,684 OTHER EXPENSE INCLUDED ON FORM 990, PART IX, LINE 25, BUT NOT ON LINE 1 SCHEDULE D, PART XII, LINE 4B $ 107,897,047 BAD DEBT EXPENSE Central America and the Caribbean 0 1 Program Services CAPTIVE INSURANCE 1270805 0 1 0 1 1270805 1270805 true false true false false false WRAP IT UP 57406 51855 5551 5551 350 6875 GOLF TOURNEY 42598 28554 14044 1047 14490 526 1 14064 13386 678 247 195 10044 114068 93795 20273 1294 14490 5746 350 17445 39325 -19052 true true X false true X true true false true true 27158990 27158990 0.03050 127812597 104416313 23396284 0.02630 154971587 104416313 50555274 0.05680 248597 69187 179410 0.00020 15151541 11055880 4095661 0.00460 13849020 9894209 3954811 0.00440 44512 44512 0.00010 1027530 1027530 0.00120 30321200 21019276 9301924 0.01050 185292787 125435589 59857198 0.06730 false 107897047 19313571 297950135 355796921 -57846786 X true true 3 1 LESTER E COX MEDICAL CENTERS - SOUTH

3801 S NATIONAL AVE SPRINGFIELD MO 65807

X X X X X 1 2 LESTER E COX MEDICAL CENTERS - NORTH

1423 N JEFFERSON ST SPRINGFIELD MO 65802

X X X 1 3 MEYER ORTHOPEDIC HOSPITAL

1000 E WALNUT LAWN SPRINGFIELD MO 65807

X X 1 FACILITY REPORTING GROUP #1 true X X X X X X X X X 12 true true true X X X X X X X false false true false true 300. true X X X true true X X X X X X X true false X X X true X false false 72 SPRINGFIELD INPATIENT PHYSICIANS

3801 S NATIONAL AVE 5TH FL SPRINGFIELD MO 65807

CLINIC ADULT MEDICINE & ENDOCRINOLOGY SPECLST

960 E WALNUT LAWN SUITE 201 SPRINGFIELD MO 65807

CLINIC FAMILY MEDICAL CARE CENTER

1423 N JEFFERSON ST B-100 SPRINGFIELD MO 65802

CLINIC PHYSICIANS FOR WOMEN

3850 S NATIONAL AVE 400 SPRINGFIELD MO 65807

CLINIC COXHEALTH CENTER STEEPLECHASE

1530 E REPUBLIC RD SPRINGFIELD MO 65804

CLINIC PEDIATRIC CENTER

3443 S NATIONAL AVE SPRINGFIELD MO 65807

CLINIC REGIONAL PERINATAL CENTER

1000 E PRIMROSE 360 SPRINGFIELD MO 65807

CLINIC SOUTHWEST SPINE & SPORTS MEDICINE

3555 S NATIONAL AVE 302 SPRINGFIELD MO 65807

CLINIC COX FAMILY MEDICINE ASSOCIATES

3850 S NATIONAL AVE 520 SPRINGFIELD MO 65807

CLINIC COXHEALTH CENTER NIXA

411 N MCCROSKEY NIXA MO 65714

CLINIC MILNE-SCANLON UROLOGY CLINIC

3800 S NATIONAL 730 SPRINGFIELD MO 65807

CLINIC DIAGNOSTIC CLINIC

3800 S NATIONAL 600 SPRINGFIELD MO 65807

CLINIC FAMILY PRACTICE & OBSTETRICS OF MONETT

815 N LINCOLN STE G MONETT MO 65708

CLINIC NORTHSIDE PEDIATRICS & ADOLESCENTS

1443 N ROBBERSON 200 SPRINGFIELD MO 65802

CLINIC COXHEALTH NEWBORN MEDICINE SPECIALISTS

3801 S NATIONAL AVE SPRINGFIELD MO 65807

CLINIC COXHEALTH CENTER WILLOW SPRINGS

816 E MAIN WILLOW SPRINGS MO 65793

CLINIC SUN RIVER ORTHOPAEDICS

3800 S NATIONAL AVE 700 SPRINGFIELD MO 65807

CLINIC COXHEALTH INTERNAL MEDICINE FOR WOMEN

3850 S NATIONAL AVE 700 SPRINGFIELD MO 65807

CLINIC FAMILY & OCCUPATIONAL MEDICINE OF MONETT

2200 E CLEVELAND MONETT MO 65708

CLINIC COX FAMILY MEDICINE OF MONETT

307 W BENTON MONETT MO 65708

CLINIC COXHEALTH CENTER AURORA

106 COMMERCE DRIVE AURORA MO 65605

CLINIC COXHEALTH CENTER SOUTHERN HILLS

2702 E SUNSHINE SPRINGFIELD MO 65804

CLINIC COXHEALTH CENTER ELFINDALE

1429 W SUNSHINE SPRINGFIELD MO 65807

CLINIC COXHEALTH CENTER BRANSON

890 HWY 248 BRANSON MO 65616

CLINIC COXHEALTH PEDIATRICS

1000 E PRIMROSE 300 SPRINGFIELD MO 65807

CLINIC COXHEALTH CENTER LEBANON

510 E HWY 32 LEBANON MO 65536

CLINIC COXHEALTH CENTER CHESTERFIELD

1925 CHESTERFIELD BLVD SPRINGFIELD MO 65807

CLINIC COXHEALTH CENTER WILLARD

304 E JACKSON 5H WILLARD MO 65781

CLINIC COXHEALTH CENTER MOUNTAIN GROVE

1602-A N MAIN ST MOUNTAIN GROVE MO 65711

CLINIC COX SENIOR HEALTH CENTER

1423 N JEFFERSON ST SPRINGFIELD MO 65802

CLINIC COX SENIOR HEALTH CENTER SOUTH

3525 S NATIONAL 207 SPRINGFIELD MO 65807

CLINIC COXHEALTH CENTER MARSHFIELD

941 EAST HUBBLE DRIVE MARSHFIELD MO 65706

CLINIC COXHEALTH CENTER MT VERNON

10763 HWY 39 SUITE 200 MT VERNON MO 65712

CLINIC COXHEALTH CENTER OZARK

1741 S 15TH STREET OZARK MO 65721

CLINIC COXHEALTH CENTER CRANE

102 CORTNEY LANE CRANE MO 65633

CLINIC COXHEALTH CENTER REPUBLIC

820 ILLINOIS AVE REPUBLIC MO 65738

CLINIC MONETT SURGICAL ASSOCIATES

801 N LINCOLN MONETT MO 65708

CLINIC COXHEALTH CENTER AVA

806 SW 13TH AVE AVA MO 65608

CLINIC COXHEALTH INPATIENT PSYCHIATRY

1423 N JEFFERSON ST SPRINGFIELD MO 65802

CLINIC COXHEALTH CENTER BUFFALO

119 N ASH BUFFALO MO 65622

CLINIC COXHEALTH CENTER ROGERSVILLE

151 JOHNSTOWN DR ROGERSVILLE MO 65742

CLINIC COXHEALTH CENTER FOR ADDICTIONS

1423 N JEFFERSON ST SPRINGFIELD MO 65802

CLINIC THE CLINIC AT WALMART #0444

3315 S CAMPBELL SPRINGFIELD MO 65807

CLINIC COXHEALTH PEDIATRIC SPECIALTIES

1000 E PRIMROSE 200 SPRINGFIELD MO 65807

CLINIC COXHEALTH CENTER SEYMOUR

202 COMMERCIAL SEYMOUR MO 65746

CLINIC COXHEALTH CENTER SHELL KNOB

25376 STATE HWY 39 SUITE 301 SHELL KNOB MO 65747

CLINIC THE CLINIC AT WALMART #0379

2004 W MARLER LANE OZARK MO 65721

CLINIC THE CLINIC AT WALMART #2221

2021 E INDEPENDENCE SPRINGFIELD MO 65804

CLINIC THE CLINIC AT WALMART #1009

1150 US HWY 60 EAST REPUBLIC MO 65738

CLINIC COXHEALTH CENTER CAMPBELL

2750 S CAMPBELL SPRINGFIELD MO 65807

CLINIC PEDIATRIC HOSPITAL AFFILIATES

3801 S NATIONAL AVE 7TH FL SPRINGFIELD MO 65807

CLINIC SPRINGFIELD NEUROLOGICAL AND SPINE

2900 S NATIONAL AVE SPRINGFIELD MO 65804

CLINIC COXHEALTH PSYCHOLOGICAL SERVICES

3800 S NATIONAL 770 SPRINGFIELD MO 65807

CLINIC MARTIN CENTER

3901 S FREMONT SPRINGFIELD MO 65807

CLINIC OZARK HEALTH VENTURES

3550 S NATIONAL AVE SPRINGFIELD MO 65807

CLINIC BONE & JOINT CENTER

3555 S NATIONAL AVE SPRINGFIELD MO 65807

CLINIC FERRELL-DUNCAN CLINIC

1000 E PRIMROSE SPRINGFIELD MO 65807

MEDICAL OFFICES MEYER CENTER FITNESS & REHAB

3545 S NATIONAL AVE SPRINGFIELD MO 65807

FITNESS AND REHAB CENTER COX HYPERBARIC MEDICINE & WOUND CARE

3525 S NATIONAL AVE 101 SPRINGFIELD MO 65807

CLINIC MEDICAL OFFICE BUILDING-COX WALNUT LAWN

3525 S NATIONAL AVE SPRINGFIELD MO 65807

MEDICAL OFFICES TURNER WOMEN & CHILDREN'S CENTER

1000 E PRIMROSE SPRINGFIELD MO 65807

MEDICAL OFFICES WHEELER HEART & VASCULAR

3800 S NATIONAL AVE 700 SPRINGFIELD MO 65807

MEDICAL OFFICES HULSTON CANCER CENTER

3850 S NATIONAL AVE SPRINGFIELD MO 65807

MEDICAL OFFICES MEDICAL TOWERS

1443 N ROBBERSON SPRINGFIELD MO 65802

MEDICAL OFFICES CASSVILLE MEDICAL CARE ASSOCIATES

75 SMITHSON DRIVE SUITE A CASSVILLE MO 65625

CLINIC COXHEALTH INFECTIOUS DISEASES SPECIALTY

3800 S NATIONAL LL100 SPRINGFIELD MO 65807

CLINIC COX CARE MOBILE

3525 S NATIONAL AVE 105 SPRINGFIELD MO 65807

CLINIC THE CLINIC AT WALMART #86

2825 N KANSAS EXPWAY SPRINGFIELD MO 65803

CLINIC SENIOR ADVANTAGE

1000 E WALNUT LAWN SPRINGFIELD MO 65807

CLINIC COXHEALTH CENTER CASSVILLE

75 SMITHSON DRIVE STE B CASSVILLE MO 65625

CLINIC COXHEALTH SPECIALTY CLINIC

1001 E PRIMROSE STREET SPRINGFIELD MO 65807

CLINIC PANTHER CLINIC OPERATED BY COXHEALTH

900 N BENTON AVENUE SPRINGFIELD MO 65802

CLINIC ELIGIBILITY FOR FREE CARE SCHEDULE H, PART I, LINE 3C IN GENERAL, THE ORGANIZATION'S CHARITY CARE POLICY DOES NOT PROVIDE FOR DISCOUNTS OF 100%. THEREFORE, IT IS EXPECTED THAT THE PATIENT OR GUARANTOR WILL HOLD A RESPONSIBILITY FOR PAYMENT OF AT LEAST A PORTION OF THE SERVICES, REGARDLESS OF THE LEVEL OF ELIGIBILITY. IT IS OUR INTENTION TO WORK WITH INDIVIDUALS ON THEIR OUT-OF-POCKET RESPONSIBILITY TO ESTABLISH FEASIBLE MONTHLY PAYMENTS WHEN NECESSARY. IN THE EVENT THAT A PATIENT OR GUARANTOR IS DETERMINED TO HAVE NO MEANS OF PAYING THE AMOUNT INDICATED AS THEIR RESPONSIBILITY DUE TO EXTENUATING CIRCUMSTANCES, CONSIDERATION MAY BE GIVEN TO WAIVING DEDUCTIBLES AND/OR INCREASING THE DISCOUNT AMOUNT UP TO A 100% DISCOUNT OF THE PATIENT PORTION. THESE EXTENUATING CASES ARE SUBJECT TO THE DISCRETION AND APPROVAL OF THE PFS DIRECTOR AND/OR THE CHIEF FINANCIAL OFFICER WITHIN THE APPROVAL LIMITS DEFINED AT THE END OF THIS POLICY. PERCENT OF TOTAL EXPENSE SCHEDULE H, PART I, LINE 7, COLUMN F TO ARRIVE AT THE PERCENT OF TOTAL EXPENSES, THE DENOMINATOR WHICH EQUALS TOTAL OPERATING EXPENSES PER PART IX, LINE 25, OF THE FORM 990 WAS REDUCED BY BAD DEBT EXPENSE OF $107,897,047. SUBSIDIZED SERVICES SCHEDULE H, PART I, LINE 7G THE ORGANIZATION HAS INCLUDED COSTS ASSOCIATED WITH RURAL HEALTH CENTERS (RHC) IN THE CALCULATION OF SUBSIDIZED SERVICES ON LINE 7G, WITH A NET SUBSIDY FROM RHCS OF $3,954,811. COXHEALTH PROVIDES PRIMARY CARE SERVICES TO THE SURROUNDING COMMUNITIES AT THE CENTERS. THESE SERVICES ARE PROVIDED IN RURAL AREAS WHERE THERE WOULD BE A SHORTAGE OF QUALITY MEDICAL CARE WITHOUT THE SERVICES. COXHEALTH CONTINUES TO PROVIDE THESE SERVICES AS A BENEFIT TO THE COMMUNITY DESPITE KNOWING THAT FINANCIAL SHORTFALLS WILL BE SUSTAINED. COSTING METHODOLOGY SCHEDULE H, PART I, LINE 7 THE COST TO CHARGE RATIO CALCULATED ON IRS WORKSHEET 2 WAS USED IN THE CALCULATION OF COST ON IRS WORKSHEETS 1 AND 3. COST COMPUTED ON IRS WORKSHEETS 5 AND 6 WERE COMPUTED FROM THE MEDICARE COST REPORT, INCLUDING DIRECT COSTS PLUS OVERHEAD ALLOCATIONS COMPUTED IN THE COST REPORT STEP-DOWN PROCESS. BAD DEBT EXPENSE SCHEDULE H, PART III, SECTION A, LINE 4 THE AUDITED FINANCIAL STATEMENTS DO NOT CONTAIN A FOOTNOTE THAT DESCRIBES BAD DEBT EXPENSE. THEY DO, HOWEVER, CONTAIN A FOOTNOTE THAT DESCRIBES PATIENT ACCOUNTS RECEIVABLE: THE HEALTH SYSTEM REPORTS PATIENT ACCOUNTS RECEIVABLE FOR SERVICES RENDERED AT NET REALIZABLE AMOUNTS FROM THIRD-PARTY PAYERS, PATIENTS AND OTHERS. THE HEALTH SYSTEM PROVIDES AN ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS BASED UPON A REVIEW OF OUTSTANDING RECEIVABLES, HISTORICAL COLLECTION INFORMATION AND EXISTING ECONOMIC CONDITIONS. AS A SERVICE TO THE PATIENT, THE HEALTH SYSTEM BILLS THIRD-PARTY PAYERS DIRECTLY AND BILLS THE PATIENT WHEN THE PATIENT'S LIABILITY IS DETERMINED. PATIENT ACCOUNTS RECEIVABLE ARE DUE IN FULL WHEN BILLED. ACCOUNTS ARE CONSIDERED DELINQUENT AND SUBSEQUENTLY WRITTEN OFF AS BAD DEBTS BASED ON INDIVIDUAL CREDIT EVALUATION AND SPECIFIC CIRCUMSTANCES OF THE ACCOUNT. THE BAD DEBT ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE ORGANIZATION'S CHARITY CARE POLICY WAS DETERMINED USING POVERTY LIMIT DEMOGRAPHIC INFORMATION OBTAINED THROUGH THE US CENSUS BUREAU. USING DATA FROM 2008-2012, APPROXIMATELY 17.9 PERCENT OF GREENE COUNTY WAS CONSIDERED TO LIVE IN POVERTY. COMMUNITY BENEFIT SCHEDULE H, PART III, SECTION B, LINE 8 SERVING PATIENTS WITH GOVERNMENT HEALTH BENEFITS, SUCH AS MEDICARE, IS A COMPONENT OF THE COMMUNITY BENEFIT STANDARD THAT TAX-EXEMPT HOSPITALS ARE HELD TO. THIS IMPLIES THAT SERVING MEDICARE PATIENTS IS A COMMUNITY BENEFIT AND THAT THE HOSPITAL OPERATES TO PROMOTE THE HEALTH OF THE COMMUNITY. COLLECTION POLICY SCHEDULE H, PART III, SECTION C, LINE 9B THE ORGANIZATION WILL NOT PURSUE LEGAL ACTION FOR NONPAYMENT OF ANY AMOUNTS DISCOUNTED AS A RESULT OF AN APPROVED OR PARTIALLY APPROVED REQUEST FOR FINANCIAL ASSISTANCE. BALANCES REMAINING AFTER SUCH DISCOUNTS ARE APPLIED WILL, HOWEVER, BE SUBJECT TO COLLECTION ACTIVITY, INCLUDING LEGAL ACTION. IN ADDITION, THE ORGANIZATION WILL NOT CHARGE INTEREST ON THE BALANCE REMAINING AFTER APPLYING THE FINANCIAL ASSISTANCE DISCOUNT. HOWEVER, THE ORGANIZATION MAY, IN ITS SOLE DISCRETION, CHARGE INTEREST ON THE BALANCE OWED IF 1) THE GUARANTOR DEFAULTS ON HIS OR HER PAYMENT AGREEMENT OR 2) THE BALANCE IS REFERRED TO THE COLLECTION AGENCY FOR COLLECTION. COMMUNITY INPUT SCHEDULE H, PART V, SECTION B, LINE 3 COXHEALTH PUBLIC HEALTH SURVEY WAS SENT TO SERVICE AREA PUBLIC HEALTH NURSES, PUBLIC SCHOOL ADMINISTRATORS AND NURSES, COMMUNITY ORGANIZATION LEADERS AND COXHEALTH REGIONAL CLINICAL LEADERS. APPENDIX 5: PUBLIC HEALTH SURVEY SHOWS TO WHICH ORGANIZATIONS THE SURVEY WAS SENT IN AND AROUND THE COXHEALTH SYSTEM AREA. LISTED ON PAGED 106 AND 107 OF THE CHNA ARE THESE INDIVIDUALS WHO RESPONDED TO THE SURVEY. CHNA CONDUCTED WITH OTHER HOSPITALS SCHEDULE H, PART V, SECTION B, LINE 4 THE CHNA WAS CONDUCTED FOR THE COXHEALTH REPORTING GROUP #1, AS REPORTED ON SCHEDULE H, PART V, SECTION A, INCLUDING LESTER E. COX MEDICAL CENTERS - SOUTH, LESTER E. COX MEDICAL CENTERS - NORTH, AND COX WALNUT LAWN ORTHOPEDIC HOSPITAL. IN ADDITION, COX-MONETT HOSPITAL, INC., A RELATED ORGANIZATION, WAS ALSO INCLUDED IN THE CHNA. CHNA AVAILABILITY TO THE PUBLIC SCHEDULE H, PART V, SECTION B, LINE 5C THE CHNA WAS ALSO POSTED AT HTTP://WWW.SWMOCOUNTS.ORG. IMPLEMENTATION STRATEGY SCHEDULE H, PART V, SECTION B, LINE 6 IN RESPONSE TO THE RESULTS OF COXHEALTH'S MOST RECENTLY CONDUCTED COMMUNITY HEALTH NEEDS ASSESSMENT, THE ORGANIZATION ADOPTED AN IMPLEMENTATION STRATEGY. THE IMPLEMENTATION STRATEGY IS ATTACHED. ADDRESSING IDENTIFIED NEEDS SCHEDULE H, PART V, SECTION B, LINE 7 THERE ARE MANY NEEDS IN A SERVICE AREA THE SIZE OF 22-COUNTIES AS THE CHNA ILLUSTRATES. COXHEALTH DOES IN SOME WAY ADDRESS MANY OF THE IMPORTANT ISSUES THAT WERE SUGGESTED THROUGH THE ASSESSMENT STAGE OF THE CHNA. SOME ISSUES UNFORTUNATELY CANNOT BE ADDRESSED BECAUSE OF LIMITED RESOURCES AND OTHERS ARE BEING ADDRESSED OR ARE BETTER SUITED FOR OTHER ORGANIZATIONS. ONE OF THE REASONS OBESITY WAS CHOSEN AS THE SINGLE PRIORITY IS THAT THERE ARE MANY ISSUES IDENTIFIED IN THE CHNA THAT ARE EITHER DIRECTLY OR INDIRECTLY RELATED TO OBESITY. THE FOLLOWING TABLE SHOWS THE IDENTIFIED NEEDS AND A BRIEF REASON FOR PRIORITIZATION. PRIORITIZATION KEY 1. IDENTIFIED PRIORITY FOR ENTIRE SERVICE AREA 2. IMPORTANT ISSUE BEING ADDRESSED BY COXHEALTH IN SOME WAY, BUT DOES NOT RISE TO THE LEVEL OF A TOP PRIORITY 3. LIMITED RESOURCES 4. DIRECT OR INDIRECT RELATIONSHIP TO IDENTIFIED PRIORITY 5. UNCLEAR, AMBIGUOUS, OR ISSUE ADDRESSED BY OTHERS CRITERIA USED TO DETERMINE ELIGIBILITY FOR FREE CARE SCHEDULE H, PART V, SECTION B, LINE 10 IN GENERAL, THE ORGANIZATION'S CHARITY CARE POLICY DOES NOT PROVIDE FOR DISCOUNTS OF 100%. THEREFORE, IT IS EXPECTED THAT THE PATIENT OR GUARANTOR WILL HOLD A RESPONSIBILITY FOR PAYMENT OF AT LEAST A PORTION OF THE SERVICES, REGARDLESS OF THE LEVEL OF ELIGIBILITY. IT IS OUR INTENTION TO WORK WITH INDIVIDUALS ON THEIR OUT-OF-POCKET RESPONSIBILITY TO ESTABLISH FEASIBLE MONTHLY PAYMENTS WHEN NECESSARY. IN THE EVENT THAT A PATIENT OR GUARANTOR IS DETERMINED TO HAVE NO MEANS OF PAYING THE AMOUNT INDICATED AS THEIR RESPONSIBILITY DUE TO EXTENUATING CIRCUMSTANCES, CONSIDERATION MAY BE GIVEN TO WAIVING DEDUCTIBLES AND/OR INCREASING THE DISCOUNT AMOUNT UP TO A 100% DISCOUNT OF THE PATIENT PORTION. THESE EXTENUATING CASES ARE SUBJECT TO THE DISCRETION AND APPROVAL OF THE PFS DIRECTOR AND/OR THE CHIEF FINANCIAL OFFICER WITHIN THE APPROVAL LIMITS DEFINED AT THE END OF THIS POLICY. MEASURES TO PUBLICIZE THE POLICY SCHEDULE H, PART V, SECTION B, LINE 14G FINANCIAL ASSISTANCE AVAILABILITY IS PROACTIVELY COMMUNICATED TO UNINSURED PATIENTS BY CUSTOMER SERVICE STAFF AND BY OUR EARLY OUT AND BAD DEBT VENDORS; ANYONE RECOGNIZED AS UNINSURED IS TOLD ABOUT THE FA AVAILABILITY AND ENCOURAGED TO PARTICIPATE. NEEDS ASSESSMENT COXHEALTH HAS PERFORMED AN ENVIRONMENTAL SCAN ANNUALLY SINCE 2006. IN 2012, THE FIRST "COMMUNITY HEALTH NEEDS ASSESSMENT" AS REQUIRED BY THE IRS WAS PUT IN PROCESS. THE ENVIRONMENTAL SCAN AND THE COMMUNITY HEALTH NEEDS ASSESSMENT ARE VERY SIMILAR IN THAT SOME OF THE SAME ELEMENTS ARE PRESENT IN BOTH DOCUMENTS. A PUBLIC PERCEPTION STUDY OF AREA HEADS OF HOUSEHOLDS IS CONDUCTED ANNUALLY. THE MOST RECENT STUDY SURVEYED 876 HOUSEHOLDS IN OUR SERVICE AREA TO DETERMINE "WHAT SERVICES ARE NEEDED." WE ALSO PERFORM A PUBLIC HEALTH SURVEY, WHICH ASKS COMMUNITY LEADERS AND HEALTH PROFESSIONALS WHAT THEIR PRIORITIES ARE AND WHAT HEALTH SERVICES ARE LACKING IN THEIR COMMUNITY. THE PUBLIC HEALTH SURVEY IS SENT TO COUNTY PUBLIC HEALTH DEPARTMENTS, LOCAL AGENCIES, REGIONAL SERVICES CLINICS, MENTAL HEALTH FACILITIES, AND PUBLIC SCHOOLS THROUGHOUT THE TOTAL SERVICE AREA. COXHEALTH REFERENCES UNITED HEALTH FOUNDATION STATE-BY-STATE HEALTH RANKINGS AS WELL AS ROBERT WOOD JOHNSON AND UNIVERSITY OF WISCONSIN POPULATION HEALTH INSTITUTE COUNTY HEALTH RANK FOR HEALTH OUTCOMES AND HEALTH FACTORS. COXHEALTH ALSO REFERENCES "ASSESSING THE HEALTH OF THE COMMUNITY", WHICH IS AN ANALYSIS OF BEHAVIORS AND OUTCOMES FOR THE SPECIFIC COUNTIES OF COXHEALTH SERVICE AREA BY THE MISSOURI HOSPITAL ASSOCIATION. DEMOGRAPHIC AND ECONOMIC ANALYSIS IS PERFORMED FOR THE 22-COUNTY SERVICE AREA. NIELSEN CLARITAS DEMOGRAPHIC ESTIMATES AND PROJECTIONS ARE USED TO EVALUATE THE CHANGE IN POPULATION CHARACTERISTICS. UNEMPLOYMENT, HOME FORECLOSURE, AND INPATIENT PAYER DATA IS ALSO ASSESSED. PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE COXHEALTH USES A VARIETY OF METHODS TO INFORM AND EDUCATE PATIENTS ABOUT THEIR ELIGIBILITY FOR ASSISTANCE UNDER FEDERAL, STATE PROGRAMS OR UNDER THE ORGANIZATION'S POLICY: - AVAILABILITY OF FINANCIAL ASSISTANCE THROUGH THE ORGANIZATION IS COMMUNICATED TO PATIENTS THROUGH THE USE OF SIGNAGE AND BROCHURES/INFORMATION PACKETS AVAILABLE AT CHECK-IN LOCATIONS. - COXHEALTH ALSO PROACTIVELY COMMUNICATES THE AVAILABILITY OF FINANCIAL ASSISTANCE ON PATIENT BILLS AND STATEMENTS; AND ITS EARLY-OUT VENDOR RESPONSIBLE FOR PATIENT BALANCE COLLECTIONS IS EXPECTED TO PROACTIVELY INFORM SELF PAY PATIENTS OF THE AVAILABILITY WHEN SPEAKING TO THEM ON THE PHONE. - FOR ASSISTANCE UNDER FEDERAL AND STATE PROGRAMS COXHEALTH UTILIZES AN OUTSOURCE ELIGIBILITY VENDOR WHO MEETS WITH SELF PAY INPATIENTS AT THE BEDSIDE TO COMPLETE AN ELIGIBILITY SCREENING, INFORM THE PATIENTS OF POTENTIAL AVAILABILITY, AND WILL WORK WITH THE PATIENT TO HELP THEM THROUGH THE PROCESS. OUTPATIENTS ARE REFERRED TO THE VENDOR AFTER CARE AND THOSE ARE WORKED IN A SIMILAR FASHION WITH THE EXPECTATION THAT THE FIRST CONTACT IS THROUGH MAIL OR PHONE RATHER THAN AT THE BEDSIDE. - WE ALSO PROACTIVELY COMMUNICATE THE AVAILABILITY OF FINANCIAL ASSISTANCE ON PATIENT BILLS AND STATEMENTS; AND OUR EARLY-OUT VENDOR RESPONSIBLE FOR PATIENT BALANCE COLLECTIONS IS EXPECTED TO PROACTIVELY INFORM SELF PAY PATIENTS OF THE AVAILABILITY WHEN SPEAKING TO THEM ON THE PHONE. - FOR ASSISTANCE UNDER FEDERAL AND STATE PROGRAMS WE UTILIZE ON OUTSOURCE ELIGIBILITY VENDOR WHO MEETS WITH SELF PAY INPATIENTS AT THE BEDSIDE TO COMPLETE AN ELIGIBILITY SCREENING, INFORM THE PATIENTS OF POTENTIAL AVAILABILITY, AND WILL WORK WITH THE PATIENT TO HELP THEM THROUGH THE PROCESS. OUTPATIENTS ARE REFERRED TO THE VENDOR AFTER CARE AND THOSE ARE WORKED IN A SIMILAR FASHION WITH THE EXPECTATION THAT THE FIRST CONTACT IS THROUGH MAIL OR PHONE RATHER THAN AT THE BEDSIDE. COMMUNITY INFORMATION THE PRIMARY SERVICE AREA ("PSA") COUNTIES SERVED BY COXHEALTH INCLUDE: BARRY, CHRISTIAN, GREENE, LAWRENCE, STONE, TANEY, WEBSTER, AND WRIGHT (ALL PSA COUNTIES ARE LOCATED IN MISSOURI). THE SECONDARY SERVICE AREA ("SSA") COUNTIES SERVED BY COXHEALTH INCLUDE: BAXTER - AR, BOONE - AR, CEDAR, DADE, DALLAS, DOUGLAS, HICKORY, HOWELL, JASPER, LACLEDE, OZARK, POLK, PULASKI, AND TEXAS (ALL SSA COUNTIES ARE LOCATED IN MISSOURI EXCEPT BOONE AND BAXTER COUNTIES IN ARKANSAS). THE SERVICE AREA HAS EXCEEDED THE ONE MILLION PERSON MARK AND APPROXIMATELY 56% OF THE 22-COUNTY POPULATION IS IN THE EIGHT COUNTY PRIMARY SERVICE AREA. 51% OF THE MARKET IS FEMALE AND ALMOST 19% OF THE MARKET IS FEMALES BETWEEN THE AGES OF 15 AND 44. THE SEGMENT OF THE POPULATION OVER 65 IS PROJECTED TO GROW AT ABOUT A 13% RATE. THE AVERAGE HOUSEHOLD INCOME IS $48,766 IN THE 22-COUNTY SERVICE AREA COMPARED WITH $58,796 FOR THE STATE OF MISSOURI. DIVERSITY IS NEARLY NONEXISTENT IN THE 22-COUNTY MARKET. YEAR-TO-YEAR UNEMPLOYMENT RATES HAVE BEEN DECLINING IN THE AREA. PROMOTION OF COMMUNITY HEALTH COXHEALTH'S MISSION IS TO IMPROVE THE HEALTH OF THE COMMUNITIES WE SERVE THROUGH QUALITY HEALTH CARE, EDUCATION AND RESEARCH. WE ACTIVELY LIVE THIS MISSION BY PROVIDING QUALITY HEALTH CARE WITH MULTIPLE ACCESS POINTS FOR CARE INCLUDING THREE HOSPITALS AND MORE THAN 60 PHYSICIAN CLINICS (INCLUDING RETAIL CLINICS). IN 2012, THE ENTIRE COXHEALTH AFFILIATED SYSTEM PROVIDED $159,139,008 IN TOTAL COMMUNITY BENEFIT AND $456,140,798 IN TOTAL ECONOMIC IMPACT. A LARGE PORTION IS ATTRIBUTABLE TO COXHEALTH MEDICAL CENTERS. COMMUNITY INVOLVEMENT IS ACHIEVED IN A VARIETY OF WAYS INCLUDING: + CHILDREN'S MIRACLE NETWORK RAISES MORE THAN $1 MILLION ANNUALLY TO MEET THE NEEDS OF CHILDREN AND THEIR FAMILIES. LAST YEAR, CMN SERVED MORE THAN 100,000 CHILDREN IN 32 SOUTHWEST MISSOURI COUNTIES. + COXHEALTH FOUNDATION DISTRIBUTED $1.8 MILLION TO 32 PATIENT SERVICE FUNDS TO SUPPORT PATIENT CARE, FACILITIES, TECHNOLOGY, PROGRAMS AND PREVENTION. + COXHEALTH PROVIDES EXTENSIVE OUTREACH THROUGH FREE OR LOW-COST HEALTH EDUCATION AND HEALTH SCREENINGS YEAR-ROUND, AND SERVES AS THE AMERICAN HEART ASSOCIATION TRAINING CENTER. + COXHEALTH.COM PROVIDES ONLINE HEALTH EDUCATION AND INCORPORATES PODCASTS, HEALTH SURVEYS AND QUIZZES, AS WELL AS A HEALTH LIBRARY. HEALTHSENSE MAGAZINE IS DISTRIBUTED EACH QUARTER TO OVER 160,000 SOUTHWEST MISSOURI RESIDENTS IN PARTNERSHIP WITH GROUPS SUCH AS THE AMERICAN HEART ASSOCIATION AND AMERICAN CANCER SOCIETY. + COXHEALTH SPONSORS COMMUNITY EVENTS PROMOTING HEALTH MESSAGES AND RAISING FUNDS FOR NEEDED HEALTH SERVICES. + COXHEALTH'S BOARD AND ADMINISTRATIVE LEADERS PARTICIPATE IN MANY CIVIC ORGANIZATIONS WHOSE PURPOSE IS TO IMPROVE THE LIVES OF COMMUNITY MEMBERS. EXAMPLES INCLUDE THE UNITED WAY, THE ROTARY CLUB, THE REGIONAL HEALTH COMMISSION AND THE CHAMBER OF COMMERCE. A MAJORITY OF COXHEALTH'S BOARD IS COMPRISED OF INDIVIDUALS WHO RESIDE IN THE ORGANIZATION'S PRIMARY SERVICE AREA, WHO ARE NEITHER EMPLOYEES NOR INDEPENDENT CONTRACTORS. THE ORGANIZATION EXTENDS MEDICAL STAFF PRIVILEGES TO PHYSICIANS IN THE COMMUNITY IF THEY QUALIFY. AFFILIATED HEALTH CARE SYSTEM COXHEALTH'S HOME CARE SERVICES ARE PROVIDED BY OXFORD HEALTHCARE, HOME PARENTERAL SERVICES (INFUSION THERAPY) AND HOME SUPPORT (DURABLE MEDICAL EQUIPMENT). OXFORD HEALTHCARE SUPPORTED THE COMMUNITY THROUGH MONTHLY NUTRITION AND FALL PREVENTION SEMINARS AT 20 AREA SENIOR CENTERS THROUGHOUT SOUTHWEST MISSOURI. OXFORD ALSO PROVIDED FREE BONE DENSITY SCREENINGS AT 34 COMMUNITY EVENTS, AND VITAL SIGN SCREENINGS AT MANY MORE. THROUGH AN ANNUAL FAN DRIVE, OXFORD COLLECTED AND DISTRIBUTED MORE THAN 600 BOX FANS TO SENIORS AND THE DISABLED WHO LACK ADEQUATE ACCESS TO COOLING DURING THE SUMMER MONTHS. HOME PARENTERAL SERVICES RECEIVED A SECOND GRANT AWARD FROM THE MISSOURI FOUNDATION FOR HEALTH ORGANIZATION. THIS GRANT ALLOWS HPS TO SERVE PATIENTS THAT FALL THROUGH THE CRACKS DUE TO HAVING NO REIMBURSEMENT OF ANY KIND, SERVING PATIENTS THROUGHOUT SOUTHERN MISSOURI. COXHEALTH HOME CARE SERVICES OF THE MIDWEST SUPPORTS THE COMMUNITY BY PROVIDING IN-HOME PRIVATE DUTY SERVICES, HOME HEALTHCARE AND THERAPY SUPPORT SERVICES, ASSISTANCE TO COXHEALTH SYSTEM IN DEVELOPING AN INTEGRATED HEALTH SYSTEM, AND SERVICE TO MEDICAID PATIENTS. COX-MONETT HOSPITAL SUPPORTS THE MONETT, MISSOURI AND THE SURROUNDING COMMUNITY BY PROVIDING A VARIETY OF SERVICES WHICH INCLUDE UROLOGY, ENT (EAR, NOSE & THROAT), PULMONOLOGY, ORTHOPEDICS, CARDIOLOGY, PODIATRY, OBSTETRICS, RADIOLOGY (CT, MRI, NUCLEAR MEDICINE & MAMMOGRAPHY), LABORATORY, 24-HOUR EMERGENCY CENTER, GENERAL SURGICAL SERVICES, SAME-DAY SURGERY, DIABETES CENTER, SLEEP CENTER, CARDIOPULMONARY REHAB, MEDICAL-SURGICAL UNIT, PHARMACY AND COMMUNITY WELLNESS. COXHEALTH FOUNDATION SUPPORTS THE COMMUNITY BY RAISING FUNDS TO DISPERSE TO PATIENTS FOR THOSE NEEDS FOR WHICH THEY HAVE NO RESOURCES OR FUNDING, BUT WHICH ARE CRITICAL TO THE PATIENT'S HEALTH AND WELL BEING. COXHEALTH AUXILIARY SUPPORTS THE COMMUNITY THROUGH FINANCIAL AND NON-FINANCIAL MEANS. THE ORGANIZATION PROVIDES SCHOLARSHIPS TO NURSING AND MEDICAL TECHNOLOGY STUDENTS AT COX COLLEGE. IN ADDITION, THE AUXILIARY PROVIDES SLEEP SACKS TO ALL NEWBORNS BORN AT COXHEALTH AND CAR SEATS TO THOSE IN NEED TO ENSURE THE SAFETY OF ANY NEWBORN LEAVING COXHEALTH. IN JANUARY 2013, SKAGGS REGIONAL MEDICAL CENTER D/B/A COX MEDICAL CENTER BRANSON (CMCB) BECAME A PART OF THE COXHEALTH GROUP. UNDER THE AGREEMENT, A MEMBER SUBSTITUTION MODEL, CMCB CONTINUES TO MAINTAIN ITS OWN HOSPITAL BOARD WHILE BECOMING A SUBSIDIARY OF COXHEALTH. COXHEALTH, AS THE PARENT COMPANY, ASSUMES THE RESPONSIBILITIES PREVIOUSLY HELD BY THE CMCB BOARD OF TRUSTEES. ADDITIONALLY, COXHEALTH WILL HAVE REPRESENTATION ON THE CMCB BOARD AND CMCB WILL HAVE REPRESENTATION ON THE COXHEALTH BOARD. THIS ALLOWS BOTH PARTIES TO ACT TOGETHER AS ONE ENTITY FOR THE PURPOSES OF CONTRACTING, RECRUITMENT AND GROWTH. CMCB HAS BEEN SERVING SOUTHWEST MISSOURI RESIDENTS FOR MORE THAN 62 YEARS AND OFFERS OVER 25 MAJOR SERVICE AREAS. THE HOSPITAL'S AVERAGE DAILY PATIENT CENSUS EXCEEDS 90 WITH 165 LICENSED HOSPITAL BEDS. A STAFF OF OVER 1,000 PERSONNEL IS REQUIRED TO OPERATE THE HOSPITAL AND ITS NUMEROUS CLINICS. true AMERICAN HEART ASSOCIATION 2446 E MADRID SPRINGFIELD MO 65804 135613797 501(C)(3) 10700 COMMUNITY BENEFIT AMERICAN DIABETES ASSOCIATION 1944 E SUNSHINE SPRINGFIELD MO 65808 131623888 501(C)(3) 10000 COMMUNITY BENEFIT BOYS AND GIRLS CLUB OF SPRINGFIELD 1410 N FREMONT SPRINGFIELD MO 65802 440513659 501(C)(3) 20000 COMMUNITY BENEFIT BOYS AND GIRLS CLUB OF THE OZARKS 1460 BEE CREEK RD BRANSON MO 65616 431664669 501(C)(3) 55000 COMMUNITY BENEFIT JUVENILE DIABETES RESEARCH FOUNDATION 528 W BATTLEFIELD SPRINGFIELD MO 65804 231907729 501(C)(3) 6500 COMMUNITY BENEFIT NATIONAL MULTIPLE SCLEROSIS 1675 E SEMINOLE SPRINGFIELD MO 65804 440613436 501(C)(3) 20000 COMMUNITY BENEFIT AMERICAN RED CROSS OF THE OZARKS PO BOX 2088 SPRINGFIELD MO 65801 440563832 501(C)(3) 10500 COMMUNITY BENEFIT URBAN DISTRICTS ALLIANCE 304 W MCDANIEL SPRINGFIELD MO 65806 431790672 501(C)(3) 10000 COMMUNITY BENEFIT MHA CENTER FOR EDUCATION PO BOX 60 JEFFERSON CITY MO 65102 430898947 501(C)(3) 78831 COMMUNITY BENEFIT 9 CHILDREN'S MIRACLE NETWORK - SPECIAL NEEDS FUND 1000 209431 CHILDREN'S MIRACLE NETWORK - FAMILY CARE GRANTS 60 65013 CHILDREN'S MIRACLE NETWORK - COMMUNITY GRANTS 109000 365827 CHILDREN'S MIRACLE NETWORK - COXHEALTH GRANTS 17100 270641 CHILDREN'S MIRACLE NETWORK - OTHER GRANTS 500 116618 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE U.S. SCHEDULE I, PART I, LINE 2 THROUGH THE CHILDREN'S MIRACLE NETWORK, COXHEALTH DISTRIBUTES FUNDS TO INDIVIDUALS THROUGHOUT THE COMMUNITY. SEE BELOW FOR A SUMMARY OF PROGRAMS THROUGH WHICH FUNDS ARE DISTRIBUTED. DURING FISCAL YEAR 2013, APPROXIMATELY 127,660 CHILDREN WERE SERVED: SPECIAL NEEDS FUND - $209,431 - DIRECT FINANCIAL ASSISTANCE TO FAMILIES, WHICH INCLUDES: TRAVEL ASSISTANCE, ORTHOPEDIC BRACES, PRESCRIPTIONS, EYE GLASSES, ETC. FAMILY CARE GRANTS - $65,013 - DIRECT FINANCIAL ASSISTANCE TO FAMILIES, WHICH INCLUDES: SPEECH, OCCUPATIONAL AND PHYSICAL THERAPY BILLS, COXHEALTH HOSPITAL BILLS, ETC. COMMUNITY GUARANTEED GRANTS - $365,827 TOTAL *CAREMOBILE PROGRAM - $288,075 *CARDIAC PROGRAM (A PORTION TO COX-MONETT HOSPITAL, INC.) - $62,155 *"NEVER SHAKE A BABY" PROGRAM - $12,917 *WASTED PROGRAM - $2,680 COXHEALTH GUARANTEED GRANTS - $270,641 TOTAL *CHILD LIFE PROGRAM - $124,272 *PEDIATRICS - $146,369 DISCRETIONARY AND OPEN FUNDS - $116,618 - THESE ARE FUNDS THAT DO NOT FALL INTO ONE OF THE ABOVE CATEGORIES AND CAN INCLUDE OPTIONAL GRANT FUNDING AND OTHERS. THROUGH AMENDMENT 3 OF THE ORGANIZATION'S AGREEMENT WITH MHA MANAGEMENT SERVICES CORPORATION AND INCREASED DISPROPORTIONATE SHARE HOSPITAL PAYMENTS TO ALL MISSOURI HOSPITALS UNDER THE FEDERAL REIMBURSEMENT ALLOWANCE PROGRAM, THE HOSPITAL MADE CHARITABLE CONTRIBUTIONS TO THE MHA CENTER FOR EDUCATION. THESE CONTRIBUTIONS ARE USED FOR FUNDING SCHOLARSHIPS TO MEDICAL, NURSING AND ALLIED HEALTH PROFESSIONALS, AND WORKFORCE INITIATIVES TO ADDRESS THE SHORTAGES OF NURSING AND ALLIED HEALTH PROFESSIONALS. TOTAL CONTRIBUTION RELATING TO THIS AGREEMENT IN FISCAL YEAR 2013 EQUALED $78,831. THE OTHER GRANTS STATED IN PART II ARE MONITORED THROUGH THE USE OF REIMBURSEMENT PROCEDURES IN WHICH THE GRANTEE SUBMITS SUPPORTING DOCUMENTATION FOR EXPENSES. THE DOCUMENTATION IS THEN REVIEWED BY THE ORGANIZATION TO ENSURE IT MEETS THE CRITERIA ACCORDING TO THE GRANT AGREEMENT AND FINALLY A DISBURSEMENT IS MADE BY THE ORGANIZATION. COXHEALTH GIVES TO ORGANIZATIONS IN THE LOCAL COMMUNITY WHICH ALLOWS THE USE OF THE FUNDS TO BE SEEN DIRECTLY. X true true X X X X X true true false false false true false false false PATRICIA M DIX MD 316908 0 0 0 15301 0 12500 0 11422 0 356131 0 0 0 RICHARD W KISSELL MD 153152 0 0 0 19301 0 8899 0 11567 0 192919 0 0 0 JACOB MCWAY 417213 0 110374 0 107730 0 89979 0 17867 0 743163 0 85023 0 STEVE EDWARDS 630893 0 120585 0 150077 0 123397 0 19731 0 1044683 0 139676 0 LARRY W HALVERSON MD 139670 0 0 0 18980 0 8228 0 11494 0 178372 0 0 0 CHARITY ELMER 300752 0 25572 0 14049 0 12500 0 12700 0 365573 0 0 0 JOHN DUFF MD 333629 0 90783 0 69163 0 117838 0 21250 0 632663 0 34836 0 ROBERT FERGUSON 258098 0 17694 0 690 0 12500 0 10929 0 299911 0 0 0 DAVID TAYLOR 287314 0 16133 0 7508 0 12500 0 12763 0 336218 0 0 0 RON PRENGER 231596 0 15723 0 1290 0 12500 0 11609 0 272718 0 0 0 JOHN HURSH 231153 0 13850 0 1980 0 12500 0 11439 0 270922 0 0 0 RODNEY SCHAFFER 193889 0 12178 0 1290 0 10416 0 6334 0 224107 0 0 0 PATRICK WALSH 125209 0 8078 0 98687 0 10471 0 9725 0 252170 0 0 0 KAREN KRAMER 231523 0 15379 0 17563 0 12500 0 11168 0 288133 0 0 0 DANIEL SONTHEIMER MD 331437 0 62642 0 444 0 12500 0 12724 0 419747 0 0 0 PETE LEER 165716 0 11329 0 1290 0 8976 0 6733 0 194044 0 0 0 BETTY BRESHEARS 174575 0 13670 0 1290 0 9812 0 11205 0 210552 0 0 0 ANNE BRETT 155790 0 12522 0 18848 0 9448 0 1332 0 197940 0 0 0 BRUCE ROBISON 181975 0 11894 0 1290 0 10086 0 11315 0 216560 0 0 0 MICHAEL PAYNE MD 488154 0 0 0 2301 0 12500 0 12104 0 515059 0 0 0 NORMAN TULLIS MD 461213 0 0 0 19799 0 12500 0 11504 0 505016 0 0 0 REGGIE GEORGE MD 456201 0 0 0 16800 0 12500 0 11400 0 496901 0 0 0 LOUIS KRENN MD 459681 0 0 0 270 0 12500 0 12695 0 485146 0 0 0 BOYD CROCKETT MD 458606 0 0 0 299 0 12500 0 12700 0 484105 0 0 0 LAURIE DUFF 160022 0 10972 0 0 0 22998 0 690 0 194682 0 0 0 ROBERT BEZANSON 144360 0 247899 0 0 0 0 0 2266 0 394525 0 0 0 INFORMATION REGARDING BENEFITS PROVIDED SCHEDULE J, PART I, LINE 1A MONTHLY SOCIAL CLUB DUES ARE INCLUDED IN THE TAXABLE COMPENSATION OF STEVE EDWARDS, CEO. SEVERANCE PAYMENT SCHEDULE J, PART I, LINE 4A PATRICK WALSH RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $ 80,453. SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN SCHEDULE J, PART I, LINE 4B STEVE EDWARDS, JACOB MCWAY, AND JOHN DUFF PARTICIPATE IN A 457(F) NONQUALIFIED RETIREMENT PLAN WITH LESTER E. COX MEDICAL CENTERS. - STEVE EDWARDS RECEIVED AN EXECUTIVE 457(F) CONTRIBUTION OF $110,897. - STEVE EDWARDS RECEIVED A 457(F) DISTRIBUTION OF $139,676, WHICH WAS REPORTED AS DEFERRED COMPENSATION ON A PRIOR FORM 990. - JACOB MCWAY RECEIVED AN EXECUTIVE 457(F) CONTRIBUTION OF $77,479. - JACOB MCWAY RECEIVED A 457(F) DISTRIBUTION OF $85,023, WHICH WAS REPORTED AS DEFERRED COMPENSATION ON A PRIOR FORM 990. - JOHN DUFF RECEIVED AN EXECUTIVE 457(F) CONTRIBUTION OF $105,338. - JOHN DUFF RECEIVED A 457(F) DISTRIBUTION OF $ 34,836, WHICH WAS REPORTED AS DEFERRED COMPENSATION ON A PRIOR FORM 990. COMPENSATION CONTINGENT ON THE NET EARNINGS OF THE ORGANIZATION SCHEDULE J, PART I, LINE 6A KEY EMPLOYEES HAVE NET EARNINGS AS ONE COMPONENT OF A BALANCED SCORECARD METRIC CONTAINED WITHIN A BONUS PROGRAM. EMPLOYED PHYSICIANS ARE PAID BASED ON A SALARY, A FORMULA USING COLLECTIONS AND EXPENSES, AN AMOUNT PER RVU, OR A COMBINATION OF THESE. PHYSICIANS LISTING ON PART VII THAT ARE SUBJECT TO THESE COMPENSATION ARRANGEMENTS ARE MICHAEL PAYNE, NORMAN TULLIS, REGGIE GEORGE, LOUIS KRENN AND BOYD CROCKETT. EXECUTIVE LEVEL STAFF ARE ELIGIBLE FOR ADDITIONAL COMPENSATION BASED ON A VARIETY OF PERFORMANCE INDICATORS IN QUALITY, CUSTOMER AND EMPLOYEE SATISFACTION AND BUSINESS PERFORMANCE MEASURES. BOARD MEMBER COMPENSATION SCHEDULE J, PART II; AND FORM 990, PART VII NO COMPENSATION WAS PROVIDED FOR RESPONSIBILITIES ASSOCIATED WITH BEING A BOARD DIRECTOR. COMPENSATION REPORTED FOR SEVERAL BOARD MEMBERS LISTED ON SCHEDULE J REPRESENTS EMPLOYEE OR INDEPENDENT CONTRACTOR COMPENSATION UNRELATED TO SERVICE AS A BOARD MEMBER. COMPENSATION REPORTED IN PRIOR FORM 990 SCHEDULE J, PART II, COLUMN F COMPENSATION IS REPORTED ON THE FORM 990 IN THE YEAR THAT THE COMPENSATION IS EARNED BY OR AWARDED TO AN INDIVIDUAL, EVEN IF THE COMPENSATION IS NOT PAID TO THE INDIVIDUAL, IS NOT FULLY VESTED, OR IS SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE. IF COMPENSATION IS EARNED OR AWARDED IN ONE YEAR BUT PAID IN A LATER YEAR, THEN THE COMPENSATION IS REPORTED A SECOND TIME ON THE FORM 990 IN THE YEAR THE COMPENSATION IS VESTED OR PAID TO THE INDIVIDUAL. A HEALTH & EDUCATIONAL FACILITIES AUTH - STATE OF MO 431178966 2013-04-17 215754775 NEW INFRASTRUCTURE false false false B HEALTH & EDUCATIONAL FACILITIES AUTH - STATE OF MO 431178966 60635R5B9 2008-10-15 105000000 NEW INFRASTRUCTURE false false false C HEALTH & EDUCATIONAL FACILITIES AUTH - STATE OF MO 431178966 60635R4Z7 2008-09-25 157078759 1997 & 2002 BOND RFDING; NEW INFRA false false false D HEALTH & EDUCATIONAL FACILITIES AUTH - STATE OF ME 431178966 2012-12-03 34635000 REISSUANCE OF SERIES C OF 2008 false false false A 0 0 215798075 0 0 0 2222341 0 0 61538952 0 152036782 false false false B 35000000 0 105498069 0 1204349 0 772981 2924921 0 100595817 0 0 2012 false false true true C 0 0 158048460 15115782 2844795 0 1448411 0 0 66262892 72482407 0 2012 true false true true D 0 0 34635000 0 0 0 0 0 0 0 34635000 0 2007 false false true true A false false false false 0 false false false true B false false true true false 0 false false false true C false true true true false 0.00100 0.00100 false false false true D false false true true false 0 false false false true A false true false false false false 0 false 0 false true B false true false false true false 0 false 0 false true C false false false true false false 0 false 0 false true D false true false false true false 0 false 0 false true A true B true C true D true AMOUNT OF BONDS RETIRED SCHEDULE K, PART II, LINE 1, COLUMN B THE AMOUNT RETIRED INCLUDES $365,000 IN PRINCIPAL PAYMENTS MADE ON THE SERIES C PORTION OF THE ISSUE AND $34,635,000 OF THE SERIES 2008C PRINCIPAL THAT WAS REISSUED ON 12/02/2012. TOTAL PROCEEDS OF ISSUE SCHEDULE K, PART II, LINE 3, COLUMNS A, B & C THE TOTAL PROCEEDS OF THE ISSUE EXCEEDED THE ISSUE PRICE BY THE INVESTMENT EARNINGS AS OF 09/30/2013. OTHER PROCEEDS SPENT SCHEDULE K, PART II, LINE 11, COLUMN C THE OTHER SPENT PROCEEDS RELATE TO THE CURRENT REFUNDING PROCEEDS OF THE ISSUE. DATE REBATE COMPUTATION WAS PERFORMED SCHEDULE K, PART IV, LINE 2C, COLUMN C A REBATE CALCULATION/ANALYSIS WAS COMPLETED AS OF 09/01/2013. WILLIAM BRESHEARS B BRESHEARS - SEE PART V 39701 WAGES false LAURIE DUFF J DUFF - SEE PART V 194681 WAGES & BENEFITS false JOHN DUFF L DUFF - SEE PART V 675119 WAGES & BENEFITS false VICKI HOCKENSMITH S EDWARDS - SEE PART V 88253 WAGES false TERRY HAMMER S EDWARDS - SEE PART V 93420 WAGES & BENEFITS false LISA ESPY K KRAMER - SEE PART V 37873 WAGES false JASON PRENGER R PRENGER - SEE PART V 14874 WAGES & BENEFITS false FAITH SCHAFFER R SCHAFFER - SEE PART V 127548 WAGES & BENEFITS false NICOLE HALVERSON HOLMAN L HALVERSON - SEE PART V 25505 WAGES false BETTY B EDWARDS S EDWARDS - SEE PART V 23953 RETIREMENT BENEFITS false HADEN COWHERD BULLOCK G. HADEN - SEE PART V 560349 LEGAL SERVICES false COX HEALTH SYSTEMS HMO INC SEE PART V 2555153 INSURANCE ADMINISTRATION false FERRELL DUNCAN CLINIC INC SEE PART V 71513353 PHYSICIAN REMUNERATION false FERRELL DUNCAN BUILDING CO SEE PART V 3342185 BUILDING LEASE false FERRELL DUNCAN BUILDING CO II SEE PART V 1502103 BUILDING LEASE false BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS SCHEDULE L. PART IV BETTY BRESHEARS' HUSBAND, WILLIAM BRESHEARS, IS AN EMPLOYEE OF COXHEALTH, AND BETTY IS VICE PRESIDENT OF CORPORATE COMPLIANCE. JOHN DUFF, VP OF ADMINISTRATION AT COXHEALTH, IS MARRIED TO LAURIE DUFF, VP OF CORPORATE COMMUNICATIONS AT COXHEALTH. STEVE EDWARDS, CEO, HAS THREE FAMILY MEMBERS WHO WORK FOR OR RECEIVE RETIREMENT BENEFITS FROM COXHEALTH. VICKI HOCKENSMITH IS HIS SISTER, TERRY HAMMER IS HIS BROTHER-IN-LAW, AND BETTY B. EDWARDS IS HIS MOTHER. KAREN KRAMER'S SISTER, LISA ESPY, IS AN EMPLOYEE AT COXHEALTH, AND KAREN IS VICE PRESIDENT AND CHIEF NURSING OFFICER. RON PRENGER'S SON, JASON PRENGER, IS AN EMPLOYEE AT COXHEALTH, AND RON IS THE VICE PRESIDENT OF CLINICAL SERVICES. RODNEY SCHAFFER'S SPOUSE, FAITH SCHAFFER, IS AN EMPLOYEE AT COXHEALTH, AND RODNEY IS THE VICE PRESIDENT OF FACILITIES MANAGEMENT. LARRY W. HALVERSON'S DAUGHTER, NICOLE HALVERSON HOLMAN, IS AN EMPLOYEE AT COXHEALTH, AND LARRY IS A MEMBER OF THE BOARD OF DIRECTORS. GRANT HADEN, FIRST VICE CHAIRMAN OF THE BOARD OF DIRECTORS, IS AN OWNER OF HADEN, COWHERD & BULLOCK, LLC. JERRY G. JARED, JOSEPH W. TURNER, AND DONA K. ELKINS, MEMBERS OF THE BOARD OF DIRECTORS, ARE ALSO BOARD MEMBERS OF COX HEALTH SYSTEMS HMO, INC. STEVE EDWARDS, CEO, IS ALSO A BOARD MEMBER OF COX HEALTH SYSTEMS HMO, INC. JERRY G. JARED AND DONA K. ELKINS WERE DETERMINED TO BE NON-INDEPENDENT MEMBERS OF COXHEALTH BASED SOLELY ON THEIR ROLE AS COMMON OFFICERS OR DIRECTORS OF COXHEALTH AND COX HEALTH SYSTEMS HMO, INC. COX HEALTH SYSTEMS HMO, INC., IS AN ACTIVE, WHOLLY-OWNED FOR-PROFIT SUBSIDIARY. COXHEALTH VIEWS THE COMMON OFFICERS AND DIRECTORS AS AN IMPORTANT ROLE IN HELPING BOTH ORGANIZATIONS IN ACHIEVING THEIR MISSIONS WHILE SERVING THE COMMUNITY. DAVID ZOLFAGHARI, M.D., BOARD MEMBER, IS ALSO AN OFFICER AND BOARD MEMBER OF FERRELL DUNCAN CLINIC, INC. JAMES GIBSON, M.D., BOARD MEMBER, IS ALSO A BOARD MEMBER OF FERRELL DUNCAN CLINIC, INC. JAMES GIBSON, M.D., BOARD MEMBER, IS ALSO A MANAGING MEMBER OF FERRELL DUNCAN BUILDING CO. PIERRE L. CLOTHIAUX, M.D., BOARD MEMBER, IS ALSO A MANAGING MEMBER OF FERRELL DUNCAN BUILDING CO. II. NUMBER OF VOLUNTEERS FORM 990, PART I, QUESTION 6 THE ORGANIZATION'S BOARD OF DIRECTORS IS A VOLUNTEER BOARD. EXEMPT PURPOSE ACHIEVEMENTS - ADDITIONAL INFORMATION ABOUT HOME CARE FORM 990, PART III, LINE 4C OXFORD SUPPORTS THE COMMUNITY THROUGH THEIR ASSOCIATION SUPPORT (I.E. ALZHEIMER'S ASSOCIATION, DIABETES ASSOCIATION, HEART ASSOCIATION, ETC,) THEY WORK DILIGENTLY TO RAISE FUNDS FOR PATIENTS THROUGH DONATIONS FROM THEIR EMPLOYEES AND A COMMUNITY WIDE FAN DRIVE FOR PATIENTS WITHOUT AIR CONDITIONING. HOME SUPPORT HAS PROVIDED DURABLE MEDICAL EQUIPMENT AND SERVICES TO PATIENTS IN SOUTHWEST MISSOURI FOR OVER 30 YEARS AND AS THE COMPANY HAS GROWN IT HAS STEADILY BECOME MORE INVOLVED IN AN EFFORT TO BETTER MEET THE NEEDS OF THE COMMUNITY AS A WHOLE. THE STAFF SUPPORT THEIR PATIENTS AND FAMILIES IN MANY WAYS BY CONTACTING HOME HEALTH CARE AGENCIES, DIVISION OF AGING AND OTHER LOCAL CHARITIES. THEY REGULARLY DONATE MEDICAL EQUIPMENT TO CONVOY OF HOPE AND OTHER AGENCIES THAT SUPPORT DISASTER AND RELIEF EFFORTS BOTH LOCALLY AND ABROAD. COMMUNITY BENEFIT ACTIVITIES INCLUDE DONATED EMPLOYEE TIME AND PARTS TO INSTALL AN OVERHEAD LIFT FOR AN ORGANIZATION CALLED "HORSES OF HOPE" THAT AIDS IN HELPING DISABLED PATIENTS RIDE HORSES. EXEMPT PURPOSE ACHIEVEMENTS - COMMUNITY BENEFIT REPORT FORM 990, PART III, LINES 4A-4D COXHEALTH IS PROUD TO OFFER NATIONALLY RECOGNIZED QUALITY CARE AND THE LATEST IN MEDICAL TECHNOLOGY AND SERVICES TO IMPROVE OUR COMMUNITY'S HEALTH. DESPITE INNOVATION AND QUALITY, THERE ARE STILL COMMUNITY NEEDS THAT ARE NOT MET THROUGH REGULAR COURSE OF CARE. THAT IS WHY AS A COMMUNITY-OWNED, NOT-FOR-PROFIT HOSPITAL SYSTEM, WE PROVIDE THE KIND OF CARE AND PROGRAMS THAT ARE NEEDED TO SERVE ALL IN OUR COMMUNITIES, INCLUDING SOME OF THE MOST VULNERABLE - THE UNDERINSURED AND UNINSURED. PROGRAMS THAT HELP THE INDIVIDUALS AND FAMILIES OF OUR COMMUNITY ARE AN INVESTMENT IN FRIENDS, FAMILY, AND NEIGHBORS. COXHEALTH DOES THIS THROUGH INITIATIVES LIKE KOHL'S CARDIAC KIDS AND HEALTHY FOOD PANTRY COLLABORATIVE, BUT IS ALSO EVIDENT IN COMMUNITY AND HEALTH CARE EDUCATION, SUPPORT GROUPS, PREVENTIVE SCREENINGS, SPONSORSHIPS, AND DONATIONS. THIS REPORT ILLUSTRATES THE COMMUNITY IMPACT COXHEALTH ENTERPRISE HAS MADE FROM OCTOBER 1, 2012 THROUGH SEPTEMBER 30, 2013. THE COXHEALTH ENTERPRISE INCLUDES HOSPITALS IN SPRINGFIELD, MONETT AND BRANSON, MISSOURI. COX MEDICAL CENTER BRANSON BECAME PART OF THE COXHEALTH ENTERPRISE IN 2013. THIS COXHEALTH ENTERPRISE COMMUNITY IMPACT REPORT REFLECTS COX MEDICAL CENTER BRANSON'S COMMUNITY BENEFIT FROM JANUARY 1, 2013 THROUGH SEPTEMBER 30, 2013. COMMUNITY BENEFIT MEDICARE, MEDICAID AND UNINSURED SUBSIDIES $ 154,632,098 THIS FIGURE INCLUDES THE ESTIMATED UNPAID COSTS OF PROVIDING CARE TO MEDICARE AND MEDICAID PATIENTS AND REPRESENTS THE SHORTFALL BETWEEN THE COST OF PROVIDING CARE AND THE PAYMENTS RECEIVED BY THE GOVERNMENT AND COVERED INDIVIDUALS. ALSO, IT INCLUDES THE ESTIMATED UNPAID COST OF PROVIDING FREE OR DISCOUNTED CARE TO PERSONS WHO CANNOT AFFORD TO PAY FOR ANY OR ALL OF THE SERVICES THEY RECEIVE AND WHO ARE NOT ELIGIBLE FOR PUBLIC PROGRAMS. COMMUNITY OUTREACH SERVICES $ 1,202,635 INCLUDES ACTIVITIES CARRIED OUT TO IMPROVE COMMUNITY HEALTH AND SERVICES THAT ARE SUBSIDIZED BECAUSE THEY ARE NEEDED IN THE COMMUNITY. EXAMPLES ARE COMMUNITY EDUCATION, HEALTH SCREENINGS, SUPPORT GROUPS, IMMUNIZATIONS, COALITION BUILDING AND SUBSIDY OF HEALTH CARE SERVICES. HEALTH PROFESSIONALS EDUCATION AND RESEARCH $ 742,589 THIS FIGURE IS THE COST OF PROVIDING CLINICAL PLACEMENTS FOR PHYSICIANS AND OTHER HEALTH PROFESSIONALS PLUS THE UN-REIMBURSED COST OF COX FAMILY MEDICINE RESIDENCY AND SCHOOLS OF ALLIED HEALTH PROFESSIONS. IT INCLUDES THE UN-REIMBURSED EXPENSE OF STUDIES ON THERAPEUTIC PROTOCOLS AND RESEARCH. FOUNDATION GRANTS, FINANCIAL CONTRIBUTIONS AND IN-KIND DONATIONS $ 2,561,686 THIS FIGURE INCLUDES CASH AND IN-KIND DONATIONS TO SUPPORT COMMUNITY ORGANIZATIONS, PATIENT ADVOCACY AND EDUCATION, AS WELL AS CONTRIBUTIONS FOR NOT-FOR-PROFIT COMMUNITY ORGANIZATIONS AND EVENT SPONSORSHIPS. TOTAL COMMUNITY BENEFIT: $ 159,139,008 ECONOMIC IMPACT: REAL ESTATE AND PROPERTY TAXES $ 1,521,260 TOTAL REAL ESTATE AND PROPERTY TAXES PAID BY COXHEALTH FOR MEDICAL OFFICE BUILDINGS AND PHYSICIAN OFFICES AND CLINIC. CAPITAL INVESTMENTS $ 83,100,981 AS A NON-PROFIT ORGANIZATION, COXHEALTH REINVESTS ITS REVENUE IN THE SERVICES IT PROVIDES TO THE COMMUNITY, INCLUDING THE COST OF MEDICAL TECHNOLOGY, EQUIPMENT AND SERVICES. THIS AMOUNT INCLUDES THE TOTAL INVESTMENT MADE THROUGH PURCHASING AND LEASING OF MEDICAL EQUIPMENT AND TECHNOLOGY, AS WELL AS RENTAL FACILITIES, SUCH AS MEDICAL OFFICES. PAYROLL & BENEFITS $ 506,324,679 COXHEALTH IS ONE OF THE LARGEST EMPLOYERS IN SOUTHWEST MISSOURI, AND EMPLOYED APPROXIMATELY 8,844 PEOPLE IN 2012. THIS DOLLAR AMOUNT INCLUDES THE COST OF PAYROLL AND BENEFITS OF OUR DEDICATED TEAM. IT ALSO INCLUDES A SIGNIFICANT INVESTMENT ON CONTRACT PERSONNEL IN VARIOUS MEDICAL SPECIALTIES AS WELL AS MONIES TO OTHER PROFESSIONALS WHO RESIDE LOCALLY. TOTAL ECONOMIC IMPACT: $ 590,946,920 TOTAL CONTRIBUTIONS TO THE COMMUNITY: $ 750,085,928 FAMILY/BUSINESS RELATIONSHIPS FORM 990, PART VI, SECTION A, LINE 2 KEY EMPLOYEE JOHN DUFF AND OFFICER LAURIE DUFF HAVE A FAMILY RELATIONSHIP. BOARD MEMBER DOCTOR PIERRE CLOTHIAUX AND BOARD MEMBER DOCTOR JOHN WOLFE HAVE A BUSINESS RELATIONSHIP. SIGNIFICANT CHANGES TO GOVERNING DOCUMENTS FORM 990, PART VI, SECTION A, LINE 4 ARTICLE THREE OF THE BYLAWS WAS AMENDED TO REQUIRE TWO (2) DIRECTORS TO RESIDE IN THE BRANSON, MISSOURI AREA, WHICH IS DEFINED AS THE SKAGGS COMMUNITY HOSPITAL ASSOCIATION (COX MEDICAL CENTER BRANSON) SERVICE AREA. ARTICLE THREE NOW STATES THAT THE DUTY OF APPOINTING A NOMINATING COMMITTEE NOW BELONGS TO THE CHAIRMAN OF THE BOARD. A SECTION WAS ADDED TO ARTICLE THREE ADDRESSING PROPORTIONATE REPRESENTATION FOR COX BRANSON IN THE EVENT THAT THE NUMBER OF SEATS ON THE BOARD IS INCREASED OR DECREASED. 990 REVIEW POLICY FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON THE AUDITED FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY THE ACCOUNTING DEPARTMENT OF THE ORGANIZATION. PRIOR TO FILING, FORM 990 IS FIRST REVIEWED BY MEMBERS OF TOP MANAGEMENT. ONCE THEY HAVE APPROVED THE DRAFT, A FINAL COPY IS PRESENTED TO THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. IN ADDITION, A FINAL COPY IS PROVIDED TO THE BOARD OF DIRECTORS THROUGH THE ONLINE BOARD PORTAL PRIOR TO FILING. MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY FORM 990, PART VI, SECTION B, LINE 12C COXHEALTH OFFICERS, DIRECTORS AND KEY EMPLOYEES, AS WELL AS OFFICERS, DIRECTORS AND KEY EMPLOYEES OF THE COXHEALTH AFFILIATES, ARE ANNUALLY REQUIRED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST FOLLOWING THE CORPORATE COMPLIANCE POLICY, SET FORTH BELOW. IN ADDITION, THE COXHEALTH BYLAWS CONTAIN A CONFLICT OF INTEREST PROVISION TO ENSURE BOARD MEMBERS MAKE DECISIONS THAT ARE CONFLICT FREE, OR IF A CONFLICT IS PRESENT, THAT IT IS FULLY DISCLOSED FOR THE BOARD'S CONSIDERATION. COXHEALTH'S EMPLOYEES AND BOARD MEMBERS MUST AVOID ALL ACTIVITIES, ASSOCIATIONS OR INTERESTS THAT CREATE A CONFLICT OF INTEREST. CONFLICTS OF INTEREST FOR EMPLOYEES MUST BE REPORTED TO THE CORPORATE INTEGRITY DEPARTMENT. A FILE WILL BE MAINTAINED OF ALL REPORTED CONFLICTS OF INTEREST. FOR MEDICAL STAFF MEMBERS, THE CONFLICT OF INTEREST PROCESS MAY BE ACCESSED THROUGH THE MEDICAL STAFF OFFICE. FOR BOARD MEMBERS, THE CONFLICT OF INTEREST PROCESS IS HANDLED THROUGH THE EXECUTIVE OFFICE AND IS DEFINED IN THE BOARD BYLAWS. IF ANY OFFICER OR DIRECTOR IS FOUND TO HAVE A CONFLICT OF INTEREST, SUCH PERSON SHALL NEITHER VOTE NOR USE HIS OR HER INFLUENCE TO AFFECT ANY DECISION RELATING TO THE CONFLICT, AND SUCH PERSON SHOULD NOT BE INCLUDED IN DETERMINING WHETHER A QUORUM PARTICIPATED IN THE DECISION. SUCH PERSON IS PERMITTED TO BRIEFLY STATE HIS OR HER POSITION ON THE MATTER, AND ANSWER PERTINENT QUESTIONS ABOUT IT, IF HIS OR HER KNOWLEDGE OR EXPERTISE COULD ASSIST THOSE PARTICIPATING IN THE DECISION. FOR VENDORS, THE POLICY IS DISTRIBUTED AT THEIR FIRST CONTRACT WITH COXHEALTH. COMPENSATION REVIEW POLICY FORM 990, PART VI, SECTION B, LINES 15A & 15B COXHEALTH EMPLOYS A DEFINED GOVERNANCE STRUCTURE AROUND EXECUTIVE COMPENSATION. THE BOARD OF DIRECTORS MAINTAINS A COMPENSATION COMMITTEE THAT IS CHARGED WITH CARRYING OUT THE FUNCTIONS OF EVALUATING AND SETTING EXECUTIVE COMPENSATION THROUGH FORMAL DOCUMENTED MEETINGS THAT OCCUR SEVERAL TIMES DURING THE YEAR. THE COMPENSATION COMMITTEE UTILIZES A WELL RESPECTED INDEPENDENT EXTERNAL ADVISOR TO PROVIDE THIRD PARTY ASSESSMENT AND RECOMMENDATIONS REGARDING COMPENSATION LEVELS AND BENEFIT PROGRAMS FOR THE TOP THREE EXECUTIVES OF THE ORGANIZATION (THE CEO, CFO AND SVP OF HOSPITALS) TO ENSURE THE COMPENSATION PROGRAM IS COMPETITIVE AND WITHIN FAIR MARKET VALUE. AFTER A FULL REVIEW OF THE DATA AND THOROUGH DISCUSSION THE COMMITTEE MAKES A SELF DETERMINATION OF COMPENSATION LEVELS SET JANUARY 1 OF EACH YEAR. ANNUALLY THE STEPS NECESSARY TO DOCUMENT REBUTTABLE PRESUMPTION ARE TAKEN AND RECORDED. ADDITIONALLY, COMPENSATION LEVELS FOR THE VICE PRESIDENT TIER OF MANAGEMENT IS OVERSEEN BY THE CEO USING EXTERNAL COMPARABLE DATA FOR ASSESSMENT AND IS PROVIDED TO THE COMPENSATION COMMITTEE FOR REVIEW ON AN ANNUAL BASIS. DOCUMENT DISCLOSURE FORM 990, PART VI, SECTION C, LINE 19 COXHEALTH MAKES AVAILABLE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE FOR ALL LEGITIMATE BUSINESS PURPOSES AS DETERMINED BY MANAGEMENT. IN ADDITION, AS A CONTINUING DISCLOSURE REQUIREMENT OF CERTAIN DEBT COVENANTS THE ORGANIZATION PROVIDES ITS AUDITED FINANCIAL STATEMENTS AND SPECIFIC QUARTERLY FINANCIAL INFORMATION TO DEFINED REPOSITORIES FOR REVIEW BY PARTIES OR INDIVIDUALS INTERESTED IN THE INFORMATION. BOARD MEMBER COMPENSATION FORM 990, PART VII, SECTION A DRS. DIX, KISSELL, AND HALVERSON ARE EMPLOYEES OF COX AS WELL AS MEMBERS OF THE BOARD OF DIRECTORS. THEY AVERAGE ONE (1) HOUR PER WEEK FOR THEIR SERVICES AS MEMBERS OF THE BOARD OF DIRECTORS. THEIR COMPENSATION IS RELATED TO THEIR ROLES AS EMPLOYEES. NO BOARD MEMBERS RECEIVE COMPENSATION FOR THEIR DUTIES AS BOARD MEMBERS. OTHER FEES FOR SERVICES FORM 990, PART IX, LINE 11G $ 98,499,441 PHYSICIAN REMUNERATION 19,113,444 PURCHASED MANAGEMENT SERVICES 16,013,358 OTHER PURCHASED SERVICES 13,615,375 ANESTHESIA SERVICES 8,446,569 CONTRACTED REPAIRS & MAINTENANCE 5,146,427 BILLING/COLLECTION SERVICES 4,862,166 PURCHASED LABOR 3,879,394 CONSULTING 3,142,699 PROFESSIONAL FEES 1,981,561 CONTRACT LABOR 771,034 PHARMACY --------------- $ 175,471,468 OTHER CHANGES TO NET ASSETS FORM 990, PART XI, LINE 9 $ (220,674) RETURN OF CAPITAL 56,611,045 DEFINED BENEFIT GAIN 20,756 CHANGE IN BENEFICIAL INTEREST IN TRUST ------------- $ 56,411,127 COX HEALTHPLANS LLC PO BOX 5750 SPRINGFIELD MO 65801 431757075 MANAGEMENT MO 11124979 9677112 COX HMO FERRELL-DUNCAN CLINIC 1001 E PRIMROSE SPRINGFIELD MO 65807 542183221 PHYSICIANS MO 0 0 COXHEALTH REGIONAL SERVICES 3800 S NATIONAL SUITE 540 SPRINGFIELD MO 65807 542183222 HEALTHCARE MO 0 0 COXHEALTH OXFORD HEALTHCARE HOME HEALTH AGENCY 3550 S NATIONAL SPRINGFIELD MO 65807 770700975 HOME HEALTH MO 0 0 COXHEALTH COXHEALTH HOME SUPPORT SYSTEMS 2224 W SUNSET SPRINGFIELD MO 65807 542183216 HOME HEALTH MO 0 0 COXHEALTH OB GYN FERRELL-DUNCAN CLINIC 1000 E PRIMROSE SPRINGFIELD MO 65807 431878984 PHYSICIANS MO 0 0 COXHEALTH COXHEALTH ALLIANCE LLC 3850 S NATIONAL AVE SPRINGFIELD MO 65807 271117213 MANAGEMENT MO 0 0 COXHEALTH SPRINGFIELD NEUROLOGICAL AND SPINE INSTI 2900 S NATIONAL AVE SPRINGFIELD MO 65807 274296628 PHYSICIANS MO 0 0 COXHEALTH COX ALTERNATIVE CARE OF THE OZARKS INC PO BOX 10939 SPRINGFIELD MO 65808 431641925 HOME HEALTH MO 501(C)(3) 9 COXHEALTH true COXHEALTH FOUNDATION 3525 S NATIONAL SUITE 204 SPRINGFIELD MO 65807 436810485 FUNDRAISING MO 501(C)(3) 11A I COXHEALTH true COXHEALTH HME CRE SVCS OF THE MDWST INC 3850 S NATIONAL SPRINGFIELD MO 65807 264781194 HOME HEALTH MO 501(C)(3) 9 COXHEALTH true COX HPS OF THE OZARKS INC 2220 W SUNSET SPRINGFIELD MO 65807 431641927 HOME HEALTH MO 501(C)(3) 9 COXHEALTH true COX-MONETT HOSPITAL INC 801 N LINCOLN AVE MONETT MO 65708 431656689 HOSPITAL MO 501(C)(3) 3 COXHEALTH true COX-MONETT HOSPITAL AUXILIARY 801 N LINCOLN AVE MONETT MO 65708 431852817 FUNDRAISING MO 501(C)(3) 9 COXHEALTH true HEALTH ENRICHMENT SERVICES INC 3801 S NATIONAL SPRINGFIELD MO 65807 363263313 MED SVC MO 501(C)(3) 7 COXHEALTH true HEALTHCARE SERVICES OF THE OZARKS INC PO BOX 10939 SPRINGFIELD MO 65808 431641928 HOME HEALTH MO 501(C)(3) 9 COXHEALTH true PRIMROSE PLACE INC 1115 E PRIMROSE SPRINGFIELD MO 65807 431183783 NURSING HOME MO 501(C)(3) 11A I COXHEALTH true COXHEALTH AUXILIARY 3801 S NATIONAL SPRINGFIELD MO 65807 431090590 SUPPORT MO 501(C)(3) 9 COXHEALTH true COX MEDICAL CTR GENPROF LIAB LOSS FUND 1423 N JEFFERSON SPRINGFIELD MO 65802 366668576 SELF-INSURANC MO 501(C)(3) 11A I COXHEALTH true SKAGGS REGIONAL MEDICAL CENTER D/B/A COX MEDICAL CTR BRANSON BRANSON MO 65616 440584290 HOSPITAL MO 501(C)(3) 3 COXHEALTH true SKAGGS-COXHEALTH ALLIANCE LLC 27-1117343 SFD MO 65807 SPRINGFIELD MO 65807 271117343 HEALTHCARE MO COXHLTH ALLI RELATED 0 64196 false 0 false 0.60000 PCRMC-COXHEALTH ALLIANCE LLC 30-0649009 SFD MO 65807 SPRINGFIELD MO 65807 300649009 HEALTHCARE MO COXHLTH ALLI RELATED 0 0 false 0 false 0.60000 COX HEALTH SYSTEMS HMO INC PO BOX 5750 SPRINGFIELD MO 658015750 431757075 HMO MO COXHEALTH C CORP 5204191 18451294 1.00000 true COX HEALTH SYSTEMS INSURANCE COMPANY 3525 S NATIONAL SUITE 205 SPRINGFIELD MO 65807 431684044 INSURANCE MO COX HMO C CORP 102213892 14247189 1.00000 true MEDICAL DEVELOPMENTS INC 1423 N JEFFERSON AVE SPRINGFIELD MO 65802 431622182 PHARMACY MO COXHEALTH C CORP 3383651 3250190 1.00000 true INSURANCE COMPANY OF SPRINGFIELD INC GRAND PAVILLION CORPORATE CENTRE GRAND CAYMAN CJ CJ KY1-1102 CAPTIVE INSUR CJ COXHEALTH C CORP 1259615 6854849 1.00000 true true true true false false false false false true true true false true false true true true true true MEDICAL DEVELOPMENTS INC A 60649 COST COXHEALTH FOUNDATION C 414549 COST SKAGGS REGIONAL MED CTR DBA COX MED CTR BRNSN C 65478169 COST COX HPS OF THE OZARKS INC I 454981 COST MEDICAL DEVELOPMENTS INC K 112217 COST COX-MONETT HOSPITAL INC K 179271 COST COX HPS OF THE OZARKS INC K 202510 COST COX-MONETT HOSPITAL INC P 552809 COST COX HPS OF THE OZARKS INC P 395386 COST COX MEDICAL CENTER - BRANSON P 909062 COST INSURANCE COMPANY OF SPRINGFIELD INC P 1270805 COST COXHEALTH FOUNDATION Q 692486 COST COX-MONETT HOSPITAL INC Q 10759217 COST MEDICAL DEVELOPMENTS INC Q 1529571 COST COX HPS OF THE OZARKS INC Q 1112143 COST COX MEDICAL CENTER - BRANSON Q 2451153 COST COX-MONETT HOSPITAL INC R 16281472 COST MEDICAL DEVELOPMENTS INC R 524800 COST COX MEDICAL CENTER - BRANSON R 394389 COST COXHEALTH FOUNDATION S 145018 COST COX-MONETT HOSPITAL INC S 4742196 COST MEDICAL DEVELOPMENTS INC S 2652943 COST