2014-11-13T14:13:08-06:00 2013-12-31 990 2013-01-01 370661223 METHODIST MEDICAL CENTER OF ILLINOIS METH 3096725914 221 NE GLEN OAK AVE PEORIA IL 616360002 ROBERT A QUIN VP FINANCE/CFO 3096724893 2014-10-30 2013 2015-11-30 17:44:51Z DEBBIE SIMON 221 NE GLEN OAK AVE PEORIA IL 616360002 428147365 0 X WWW.UNITYPOINT.ORG/PEORIA X 1898 IL WE ARE COMMITTED TO DELIVERING OUTSTANDING HEALTHCARE. PERIOD. 17 9 3165 259 3993954 380911 1732488 1356597 357076337 371333552 7095235 12306609 3220525 3478014 369124585 388474772 1060412 734565 0 0 165094653 169619453 0 0 0 172002998 188977786 338158063 359331804 30966522 29142968 454964929 501873103 286579773 260381047 168385156 241492056 X WE ARE COMMITTED TO DELIVERING OUTSTANDING HEALTHCARE. PERIOD. 0 0 308519626 0 374811566 HEALTH-CARE SERVICESMETHODIST MEDICAL CENTER OF ILLINOIS IS AN IMPORTANT ELEMENT OF THE HEALTH-CARE DELIVERY SYSTEM THAT THE CENTRAL ILLINOIS COMMUNITIES RELY ON EVERY DAY. IT IS COMMITTED TO PROVIDING QUALITY HEALTH CARE AND TO USING ITS RESOURCES TO THE GREATEST COMMUNITY BENEFIT. METHODIST MEDICAL CENTER OF ILLINOIS PROVIDES INPATIENT AND OUTPATIENT MEDICAL SERVICES TO TREAT INDIVIDUALS WITH DISEASES, ILLNESS AND INJURIES WITH VARYING COMPLEXITIES. IT PROVIDES SERVICES TO IMPROVE THE HEALTH OF PATIENTS AND TO BETTER THEIR QUALITY OF LIFE. ALL SERVICES ARE PROVIDED REGARDLESS OF AN INDIVIDUAL'S RACE, CREED, SEX, NATIONALITY, HANDICAP, AGE OR ABILITY TO COMPENSATE FOR SERVICES RENDERED. THESE INCLUDE, BUT ARE NOT LIMITED TO, GENERAL ACUTE CARE, SURGERIES, HOME HEALTH, INTENSIVE CARE AND CRITICAL CARE, MENTAL HEALTH CARE, CARDIOLOGY, ONCOLOGY, REHABILITATION, SKILLED NURSING, BEHAVIORAL DISORDER PROGRAMS, MATERNAL/CHILD CARE, LABORATORY, PALLIATIVE CARE, PHARMACEUTICAL DRUGS, EMERGENCY SERVICES, OUTPATIENT CLINICS, CHECK-UPS AND RADIOLOGY. SOME OF THE SERVICES PROVIDED DO NOT GENERATE ENOUGH INCOME TO OFFSET THEIR COST. IN THE FISCAL PERIOD ENDED DECEMBER 31, 2013, METHODIST MEDICAL CENTER OF ILLINOIS ADMITTED 14,784 PATIENTS RESULTING IN A TOTAL OF 72,356 PATIENT DAYS. OUTPATIENT VISITS TOTALED 130,963 AND TOTAL OUTPATIENT SURGERY REGISTRATIONS FOR THE SAME PERIOD WERE 7,688. THERE WERE ALSO 50,159 EMERGENCY ROOM VISITS AND 1,686 BABIES DELIVERED. 17328616 734565 0 COMMUNITY BENEFIT, INCLUDING CHARITY CARECHARITY CARE AND MEANS-TESTED PROGRAMS: METHODIST MEDICAL CENTER OF ILLINOIS PROVIDES CHARITY CARE AND OTHER MEANS-TESTED PROGRAMS WITH THE GOAL TO IMPROVE THE COMMUNITY'S OVERALL HEALTH AND ACCESS TO CARE. THIS INCLUDES HEALTH-CARE SERVICES REGARDLESS OF THE PATIENT'S INSURANCE COVERAGE OR FINANCIAL STATUS. CHARITY CARE AND PARTIAL TO FULL FINANCIAL ASSISTANCE IS PROVIDED TO PATIENTS ON A CASE-BY-CASE BASIS. CHARITY CARE WAS MADE AVAILABLE AT A VALUE OF $7,158,248 IN 2013. OFTENTIMES, METHODIST MEDICAL CENTER OF ILLINOIS RECEIVES PAYMENTS FROM PAYORS OR PATIENTS THAT ARE LESS THAN IT CHARGES FOR SERVICES. METHODIST MEDICAL CENTER OF ILLINOIS PARTICIPATES IN MEDICAID AND OTHER GOVERNMENT-SPONSORED HEALTH-CARE PROGRAMS. METHODIST MEDICAL CENTER OF ILLINOIS' NET COST OF PROVIDING CARE FOR WHICH IT RECEIVES PAYMENT BELOW ITS COST IS $3,027,223 FOR 2013. TOTAL CHARITY CARE AND MEANS-TESTED PROGRAMS REPORTED VALUE: $10,185,471.OTHER BENEFITS: METHODIST MEDICAL CENTER OF ILLINOIS PROVIDES SEVERAL OTHER BENEFITS THAT ASSIST THE COMMUNITY. PROGRAMS MAY INCLUDE, BUT ARE NOT LIMITED TO, COMMUNITY HEALTH IMPROVEMENT SERVICES AND COMMUNITY BENEFIT OPERATIONS SUCH AS PREVENTION AND HEALTH SCREENINGS; CONTINUING EDUCATION FOR HEALTH PROFESSIONALS; SUBSIDIZED HEALTH SERVICES; RESEARCH; AND CASH AND IN-KIND CONTRIBUTIONS TO COMMUNITY GROUPS. METHODIST MEDICAL CENTER OF ILLINOIS COLLABORATES WITH OTHER HOSPITALS, CHURCHES, SCHOOLS, CHAMBERS OF COMMERCE AND DAYCARE CENTERS TO IMPROVE COMMUNITY HEALTH AND EXPAND ACCESS TO HEALTH CARE. METHODIST MEDICAL CENTER OF ILLINOIS HAS DEDICATED STAFF TO ASSIST COMMUNITY BENEFIT EFFORTS. TOTAL OTHER BENEFITS REPORTED VALUE: $7,143,145. 325848242 1 1 0 1 0 0 0 0 0 1 1 0 1 0 1 1 0 1 0 0 1 0 0 0 0 0 1 1 1 0 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 1 0 0 3165 1 1 1 0 0 0 0 0 0 0 0 0 X 17 9 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 1 1 CA IL X X TONY MOORE 3096725914 221 NORTHEAST GLEN OAK AVE PEORIA IL 61636 BRUCE ALKIRE BOARD CHAIR 1.00 1.00 X X 0 0 0 KEVIN BARBIER FROM 062013 DIRECTOR 1.00 0.00 X 0 0 0 BRIAN COHEN MD DIRECTOR 40.00 0.00 X 365143 0 36735 FRANK CRESPO FROM 112013 DIRECTOR 1.00 0.00 X 0 0 0 JILL DAUGHERTY FROM 062013 DIRECTOR 1.00 0.00 X 0 0 0 JOHN ERWIN PHD DIRECTOR 1.00 0.00 X 0 0 0 GREG GERSTNER MD DIRECTOR 1.00 0.00 X 0 0 0 VAUGHN HANNA MD FROM 062013 DIRECTOR 40.00 0.00 X 267622 0 47767 PETER JOHNSEN PHD DIRECTOR 1.00 1.00 X 0 39 0 ALEXIS KHAZZAM DIRECTOR 1.00 1.00 X 0 0 0 KEITH KNEPP MD DIRECTOR 40.00 0.00 X 334426 0 81175 JAY MARINO EDD FROM 062013 DIRECTOR 1.00 0.00 X 0 0 0 PATRICK O'LEARY MD BOARD VICE CHAIR 1.00 0.00 X X 0 0 0 SCOTT REID DO DIRECTOR 1.00 0.00 X 0 0 0 DEBORAH SIMON DIRECTOR/PRESIDENT & CEO 40.00 1.00 X X 618876 0 141555 JAMES VERGON FROM 112013 DIRECTOR 1.00 0.00 X 0 0 0 DAVID WALTY FROM 112013 DIRECTOR 1.00 0.00 X 0 0 0 STEPHEN BREWER COO 40.00 0.00 X 278462 0 54657 ROBERT QUIN SECRETARY/TREASURER/CFO 40.00 1.00 X 332124 0 62653 GARY KNEPP PRES OF MMG/VP OF PHYSICIA 40.00 0.00 X 346855 0 57637 JOHN MILLER VP OF MEDICAL AFFAIRS 40.00 0.00 X 277364 0 49112 JEANINE SPAIN VP OF NURSING OPERATIONS, 40.00 0.00 X 274177 0 80420 ALEXANDER ADLER PHYSICIAN 40.00 0.00 X 662621 0 33889 CHARLES EGLEY PHYSICIAN 40.00 0.00 X 638906 0 65474 KISHORE KARAMCHANDANI PHYSICIAN 40.00 0.00 X 699604 0 14587 RAVINDRA KASHYAP PHYSICIAN 40.00 0.00 X 615955 0 22065 JOEL KUPFER PHYSICIAN 40.00 0.00 X 701207 0 6531 ERICK LAINE FORMER SENIOR VP (2012) 0.00 40.00 X 0 469404 34630 6413342 469443 788887 263 1 1 0 METHODIST PHYSICIAN SERVICES PO BOX 87 PEORIA IL 61650 CONTRACT EMPLOYEES 12243238 UNIVERSITY OF IL COLLEGE-MEDICINE PO BOX 4196 SPRINGFIELD IL 62708 TEACHING 3379270 PROFESSIONAL THERAPY SERVICES INC 2810 FRANK SCOTT PRKWAY WEST SUITE BELLEVILLE IL 62223 PHYSICAL THERAPY 3284154 PHILIPS MEDICAL SYSTEMS PO BOX 100355 ATLANTA GA 303840355 MAINTENANCE CONTRACT 3031212 MCKESSON TECHNOLOGIES INC PO BOX 98347 CHICAGO IL 606938347 IT SUPPLIER 2931178 37 543440 457080 356077 1356597 NET PATIENT REVENUE 900099 246329970 246329970 LABORATORY SERVICES 621500 110427495 107728168 2699327 EDUCATION REVENUE 900099 9115519 9115519 SUBS & JOINT VENTURES 900099 1703975 1686194 17781 CHILDCARE AND ADULTCARE SERVICES 624410 1455115 978303 476812 2301478 2301478 371333552 6200784 6200784 45615346 131866 39550432 90955 6064914 40911 6105825 6105825 43471 31206 12265 12265 MISCELLANEOUS REVENUE 900099 1515348 1393861 121487 CAFETERIA 722210 1085896 1085896 EDUCATION & RESEARCH 900099 863246 686190 177056 1259 1259 3465749 388474772 370340800 3993954 12783421 X 734565 734565 3706760 3706760 137190201 128743774 8446427 -2348993 -2204372 -144621 21899037 20550773 1348264 9172448 8607726 564722 2028217 2028217 36462 36462 437913 437913 59798760 50539240 9259520 2616104 1906487 709617 5526904 4578403 948501 5087278 3817279 1269999 15911405 11205673 4705732 927997 638474 289523 2170026 2170026 21595125 21595125 10509476 10509476 INCOME TAXES -131631 -131631 MEDICAL SUPPLIES 47073645 47073645 MEDICAID PROVIDER ASSES 14962666 14962666 MISCELLANEOUS EXPENSE 358244 350087 8157 69195 69195 359331804 325848242 33483562 0 27285483 42679990 55909580 48467263 8970666 23329860 3807483 3842300 2938487 2482613 209656372 48531607 166669027 161124765 148125369 172766393 30744592 37807912 1165264 1096069 9348978 8275938 454964929 501873103 37418529 39203381 5209789 3952007 104180000 99010000 194647 0 31368721 38450325 108208087 79765334 286579773 260381047 X 154268006 219474134 10133549 17960876 3983601 4057046 168385156 241492056 454964929 501873103 X 29142968 6419884 37544048 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 36462 36462 0 PART II-B, LINE 1: FEES PAID FOR LOBBYING FOR HOSPITAL-RELATED ISSUES. 14117151 6655071 1696222 433010 17511 22017923 12910818 806329 1233627 811152 22471 14117151 13430146 875797 -485319 887357 22449 12910818 12893992 907320 1009081 1380247 13430146 11526661 887757 1625606 1146032 12893992 0.00000 0.18430 0.81570 0 0 1458352 1458352 117007574 13489439 103518135 82497699 33887534 48610165 8692747 1154634 7538113 161124765 METHODIST MEDICAL CENTER FOUNDATION 27031177 F AMERICAN HEALTHCARE SYSTEM 1182062 F CENTRAL ILLINOIS WORK INJURY RESOURCE 864034 F GREATER PEORIA SPECIALTY HOSPITAL 562544 F CENTRAL ILLINOIS ENDOSCOPY CENTER 6715984 F CENTRAL ILLINOIS CANCER CARE CENTER 594977 F REHABILITATION THERAPY SERVICES 814409 F MMCI ORTHOPEDIC CO-MANAGEMENT COMPANY 42725 F 37807912 DUE TO AFFILIATES 2140182 SELF-INSURANCE RESERVE 26913740 LONG-TERM RETENTION INCENTIVES 4801285 ASBESTOS REMOVAL LIABILITY 1023680 DB RETIREMENT PLAN LIABILITY 44886447 79765334 X 394685000 6419884 417640 6837524 387847476 437913 189383 627296 388474772 355634000 31467 31467 355602533 437913 3291358 3729271 359331804 PART V, LINE 4: THE PERMANENT ENDOWMENTS ARE MAINTAINED TO PROVIDE A PERMANENT SOURCE OF INCOME, WITH THE STIPULATION THAT THE PRINCIPAL BALANCE MUST BE INVESTED AND KEPT INTACT IN PERPETUITY, WHILE ONLY THE INCOME GENERATED CAN BE USED BY THE ORGANIZATION. THE TEMPORARY ENDOWMENTS ARE MAINTAINED TO PROVIDE A SOURCE OF INCOME FOR EITHER A SPECIFIC PERIOD OF TIME OR UNTIL A SPECIFIC EVENT OCCURS. THE MAJORITY OF METHODIST'S ENDOWMENTS HAVE DESIGNATIONS FOR USE FOR HOSPICE, MEDICAL EQUIPMENT AND PEDIATRIC CARE. PART X, LINE 2: UNITYPOINT HEALTH AND MOST OF ITS SUBSIDIARIES ARE CLASSIFIED AS TAX-EXEMPT ORGANIZATIONS AS DESCRIBED IN SECTIONS 501(C)(3) AND 501(C)(2) OF THE INTERNAL REVENUE CODE (THE CODE). TAX-EXEMPT ORGANIZATIONS ARE NOT SUBJECT TO FEDERAL AND STATE INCOME TAXES ON RELATED INCOME, PURSUANT TO SECTION 501(A) OF THE CODE. THESE ORGANIZATIONS ARE SUBJECT TO FEDERAL AND STATE INCOME TAXES TO THE EXTENT THEY HAVE UNRELATED BUSINESS INCOME AS DESCRIBED UNDER PROVISIONS OF SECTION 511 OF THE CODE. THE SYSTEM FILES FORM 990 FOR SUBSTANTIALLY ALL OF ITS OPERATING ENTITIES IN THE U.S. FEDERAL JURISDICTION AND IS NO LONGER SUBJECT TO EXAMINATION BY TAX AUTHORITIES FOR THE YEARS BEFORE 2010. THE SYSTEM HAS NO MATERIAL UNCERTAIN TAX POSITIONS. CERTAIN SUBSIDIARIES ARE SUBJECT TO FEDERAL AND STATE INCOME TAXES. SOME OF THESE CORPORATIONS HAVE ACCUMULATED NET OPERATING LOSS CARRYFORWARDS THAT ARE AVAILABLE TO OFFSET FUTURE TAXABLE INCOME DURING THE CARRYFORWARD PERIOD. NO INCOME TAX BENEFIT HAS BEEN RECOGNIZED FOR THE NET OPERATING LOSS CARRYFORWARDS OR OTHER POTENTIAL DEFERRED TAX ASSETS IN THE CONSOLIDATED FINANCIAL STATEMENTS BECAUSE THE SYSTEM BELIEVES REALIZATION OF THESE BENEFITS IS UNLIKELY. PART XI, LINE 2D - OTHER ADJUSTMENTS: SALES OF INVENTORY 31,206. SELF INSURED TRUST AGREEMENT INVESTMENT 385,457. ROUNDING 977. PART XI, LINE 4B - OTHER ADJUSTMENTS: REVENUES IN UNRESTRICTED FUND BALANCE 155,200. REVENUES IN TEMPORARILY RESTRICTED FUND BALANCE 34,183. PART XII, LINE 2D - OTHER ADJUSTMENTS: SALES OF INVENTORY 31,206. ROUNDING 261. PART XII, LINE 4B - OTHER ADJUSTMENTS: EXPENSE IN UNRESTRICTED FUND BALANCE 3,291,358. CENTRAL AMERICA/CARIBBEAN 0 0 INVESTMENTS 12498900 0 0 0 0 0 0 12498900 0 12498900 0 0 0 0 0 0 1 1 X 1 X 1 X 600.000000000000 1 1 1 0 1 1 7158248 7158248 0.01990 51180755 48153532 3027223 0.00840 58339003 48153532 10185471 0.02830 3780937 2072732 1708205 0.00480 7857796 4887821 2969975 0.00830 5768989 4661168 1107821 0.00310 1357144 1357144 0.00380 18764866 11621721 7143145 0.02000 77103869 59775253 17328616 0.04830 1 15000 15000 0.00000 3 75000 75000 0.00020 1 25185 25185 0.00010 5 115185 115185 0.00030 0 5774296 0 84384918 85119723 -734805 X 1 1 1 METHODIST MEDICAL CENTER OF IL ORTHOPEDIC CO-MANAGEMENT COMPANY LLC ORTHOPEDIC SERVICE LINE MANAGEMENT 0.20000 0.16000 0.64000 2 1 METHODIST MEDICAL CENTER OF ILLINOIS 221 NE GLEN OAK AVENUE PEORIA IL 61636 WWW.UNITYPOINT.ORG/PEORIA 0001594 X X X X A 2 GREATER PEORIA SPECIALTY HOSPITAL 500 W ROMEO B GARRETT AVE PEORIA IL 61605 WWW.KHPEORIA.COM 0005595 X X X LONG TERM ACUTE CARE A FACILITY REPORTING GROUP - A 1 X X X X X X X X X 13 1 1 1 X WWW.UNITYPOINT.ORG/PEORIA X X X X X X 0 0 1 1 200.000000000000 1 600.000000000000 1 X X X 1 1 X X X 1 0 X X X X 1 X 0 0 PART V, SECTION B FACILITY REPORTING GROUP A FACILITY REPORTING GROUP A CONSISTS OF: - FACILITY 1: METHODIST MEDICAL CENTER OF ILLINOIS, - FACILITY 2: GREATER PEORIA SPECIALTY HOSPITAL FACILITY REPORTING GROUP - A PART V, SECTION B, LINE 3: THE METHODIST MEDICAL CENTER OF ILLINOIS COLLABORATED WITH PEORIA'S TWO OTHER HOSPITALS IN THE COMPLETION OF THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) FOR THE HOSPITALS' PRIMARY SERVICE AREA. THESE HOSPITALS WERE OSF SAINT FRANCIS MEDICAL CENTER AND PROCTOR COMMUNITY HOSPITAL. OTHER COLLABORATORS IN THE STUDY INCLUDED PEORIA CITY/COUNTY BOARD OF HEALTH, WOODFORD COUNTY BOARD OF HEALTH, TAZEWELL COUNTY BOARD OF HEALTH, UNIVERSITY OF ILLINOIS COLLEGE OF MEDICINE AT PEORIA, HEART OF ILLINOIS UNITED WAY AND HEARTLAND COMMUNITY HEALTH CLINIC.TEAM MEMBERS INCLUDED TWO REPRESENTATIVES FROM EACH OF THE THREE PEORIA HOSPITALS, ADMINISTRATORS FROM THE THREE COUNTY HEALTH DEPARTMENTS, PHYSICIANS/ADMINISTRATORS FROM CLINICS SERVING THE AT-RISK POPULATION, REPRESENTATION FROM THE UNIVERSITY OF ILLINOIS COLLEGE OF MEDICINE AND THE HEART OF ILLINOIS UNITED WAY. FACILITY REPORTING GROUP - A PART V, SECTION B, LINE 4: OSF SAINT FRANCIS MEDICAL CENTER AND PROCTOR HOSPITAL. FACILITY REPORTING GROUP - A PART V, SECTION B, LINE 7: THE CHNA IDENTIFIED EIGHT PRIORITY NEEDS FOR THE PRIMARY SERVICE AREA: ACCESS TO CARE, RISKY BEHAVIORS, ASTHMA, DIABETES, HEALTHY BEHAVIORS, LUNG CANCER, MENTAL HEALTH, AND OBESITY. METHODIST MEDICAL CENTER DECIDED TO ADDRESS ALL BUT TWO OF THE NEEDS IDENTIFIED: RISKY BEHAVIORS AND HEALTHY BEHAVIORS. DUE TO THE NATURE OF THESE TWO NEEDS, METHODIST FELT THAT A BROADER APPROACH WAS NEEDED TO EFFECTIVELY ADDRESS THE UNDERLYING SOCIAL/ECONOMIC ISSUES. AS SUCH, METHODIST JOINED A COLLABORATION OF 18 ORGANIZATIONS (GOVERNMENT, NON-PROFIT, EDUCATION) NAMED "THE PARTNERSHIP FOR A HEALTHY COMMUNITY." THIS COLLABORATION HAS ACCESS TO A COMMUNITY TRANSFORMATION GRANT OF $2,404,000 AND HAS DEVELOPED A SERIES OF INITIATIVES TO ADDRESS BOTH RISKY BEHAVIORS AND HEALTHY BEHAVIORS. FACILITY REPORTING GROUP - A PART V, SECTION B, LINE 20D: FACILITY REPORTING GROUP - A PART V, SECTION B, LINE 20D: IF THE INDIVIDUAL APPLIES AND QUALIFIES FOR FINANCIAL ASSISTANCE UNDER THE FACILITY'S FINANCIAL ASSISTANCE POLICY, THE HOSPITAL FACILITY USES THE AVERAGE OF THE THREE LOWEST NEGOTIATED COMMERCIAL INSURANCE RATES FOR THOSE SERVICES AT THE HOSPITAL FACILITY TO DETERMINE THE AMOUNTS BILLED FOR ALL SERVICES, INCLUDING EMERGENCY OR MEDICALLY NECESSARY CARE. THIS OCCURS REGARDLESS WHETHER THE INDIVIDUAL HAS INSURANCE COVERAGE. ALSO, IF THE INDIVIDUAL HAS INSURANCE COVERAGE AND DOES NOT APPLY OR QUALIFY FOR FINANCIAL ASSISTANCE UNDER THE FACILITY'S FINANCIAL ASSISTANCE POLICY, THE HOSPITAL FACILITY USES THE INSURER'S NEGOTIATED RATE FOR THOSE SERVICES AT THE HOSPITAL FACILITY. HOWEVER, IF THE INDIVIDUAL DOES NOT HAVE INSURANCE COVERAGE AND EITHER DOES NOT APPLY OR DOES NOT QUALIFY FOR FINANCIAL ASSISTANCE UNDER THE FACILITY'S FINANCIAL ASSISTANCE POLICY, THE HOSPITAL FACILITY USES THE GROSS RATES FOR THOSE SERVICES TO DETERMINE THE AMOUNTS BILLED. IF THE UNINSURED INDIVIDUAL AGREES TO PAY THE BILL IN FULL, THE HOSPITAL FACILITY WILL PROVIDE A 20%-30% DISCOUNT FROM THE GROSS RATES FOR THOSE INDIVIDUALS. 29 UPHM EAST CAMPUS 415 ST MARKS COURT PEORIA IL 61603 COLLGE OF NURSING; DAYCARE; ADMINISTRATION UPHM PHYSICIANS MEDICAL PLAZA 214 NE GLEN OAK AVE PEORIA IL 61636 PHYSICIAN OFFICES; SLEEP LAB UPHM HEART LUNG AND VASCULAR INST 112 CRESCENT AVE PEORIA IL 61603 PHYSICIAN OFFICES; MEDICAL IMAGING; CARDIOLOGY UPHM ATRIUM 900 MAIN STREET PEORIA IL 61602 PHYSICIAN OFFICES; REHABILITATION UPHM FAMILY MEDICAL CENTER 815 MAIN STREET PEORIA IL 61602 PHYSICAN OFFICES UPHM AT FARMINGTON 158 E FULTON AVENUE FARMINGTON IL 61531 PHYSICAN OFFICES UPHM CENTER FOR INTEGRATIVE MED 9101 N ALLEN ROAD PEORIA IL 61615 PHYSICAN OFFICES UPHM AT CHILLICOTHE 525 SWEETBRIAR CHILLICOTHE IL 61523 PHYSICIAN OFFICES; REHABILITATION UPHM AT METAMORA 901 W WALNUT METAMORA IL 61548 PHYSICAN OFFICES UPHM AT PRINCEVILLE 223 EAST MAIN STREET PRINCEVILLE IL 61559 PHYSICAN OFFICES UPHM NORTH 2338 WEST SUDS PKWY PEORIA IL 61615 PHYSICIAN OFFICES; REHABILITATION UPHM AT CANTON 2076 N MAIN STREET CANTON IL 61520 PHYSICAN OFFICES UPHM AT LACON 1112 E FIFTH STREET LACON IL 61540 PHYSICAN OFFICES UPHM AT MT HAWLEY - FAMILY MEDICINE 7725 N KNOXVILLE AVE PEORIA IL 61614 PHYSICAN OFFICES UPHM AT EAST PEORIA 200 RIVER ROAD EAST PEORIA IL 61611 PHYSICAN OFFICES UPHM AT KNOXVILLE 2709 N KNOXVILLE AVE PEORIA IL 61604 PHYSICAN OFFICES UPHM GLEN OAK MEDICAL CENTER 120 NE GLEN OAK AVE PEORIA IL 61602 ADMINISTRATION UPHM AT STERLING 3335 N STERLING AVE PEORIA IL 61615 PHYSICAN OFFICES UPHM MEDPOINTE AT PEORIA 8914 N KNOXVILLE AVE PEORIA IL 61615 PHYSICAN OFFICES UPHM AT MORTON 1909 N MORTON AVE MORTON IL 61550 PHYSICIAN OFFICES; REHABILITATION UPHM AT PEKIN 1800 BROADWAY PEKIN IL 61554 PHYSICAN OFFICES UPHM AT PEARTREE 6831 N PEAR TREE LANE PEORIA IL 61615 PHYSICAN OFFICES UPHM ON SOUTH JEFFERSON 2127 SE JEFFERSON PEORIA IL 61605 PHYSICAN OFFICES UPHM CARDIOLOGY 765 KELLOGG STREET GALESBURG IL 61401 PHYSICAN OFFICES CENTRAL ILLINOIS CANCER CARE CENTER 7309 N KNOXVILLE AVE PEORIA IL 61614 OUTPATIENT RADIATION THERAPY CENTRAL ILLINOIS ENDOSCOPY CENTER 1001 MAIN ST SUITE 500B PEORIA IL 61606 OCCUPATIONAL ENDOSCOPY SERVICES ILLINOIS WORK INJURY RESOURCE CENTER 736 SW WASHINGTON ST SUITE 2 PEORIA IL 61602 OCCUPATIONAL MEDICINE UPHM AT WASHINGTON 205 CUMMINGS LANE WASHINGTON IL 61571 PHYSICIAN OFFICES; REHABILITATION REHABILITATION THERAPY SERVICES 2988 COURT STREET PEKIN IL 61554 REHABILITATION PART I, LINE 6A: THE METHODIST MEDICAL CENTER OF ILLINOIS' COMMUNITY BENEFIT REPORT IS CONTAINED WITHIN THE IOWA HEALTH SYSTEM COMMUNITY BENEFIT REPORT WHICH CAN BE LOCATED AT WWW.UNITYPOINT.ORG. THIS SYSTEM-WIDE REPORT IS COMPLETED IN ADDITION TO THE COMMUNITY BENEFIT REPORT FOR THE HOSPITAL AND ITS REGIONAL AFFILIATES. PART I, LINE 7: A COST ACCOUNTING SYSTEM OF APPLICABLE PATIENT SEGMENTS WAS USED TO CALCULATE THE AMOUNT IN LINES 7A-7C. THE AMOUNTS FOR LINES 7E, 7F, 7H, AND 7I ARE DERIVED FROM THE BOOKS AND RECORDS OF SPECIFIC SEGMENTS OF THE ORGANIZATION AND ARE BASED ON COST. THE AMOUNTS ON 7G ARE DERIVED IN PART BY A COST ACCOUNTING SYSTEM OF APPLICABLE PATIENT SEGMENTS WHILE OTHERS THAT ROLL UP FOR THIS CALCULATION ARE DERVIED FROM THE BOOKS AND RECORDS OF SPECIFIC SEGMENTS OF THE ORGANIZTION AND ARE BASED ON COST. PART I, LINE 7G: METHODIST SUBSIDIZES SEVERAL PEDIATRIC HEALTH SERVICES INCLUDING PEDIATRIC GASTROENTEROLOGY ALONG WITH CHILD AND ADOLESCENT PSYCHIATRY INPATIENT HEALTH SERVICES AND PERINATOLOGY AT THE MEDICAL CENTER. THE MEDICAL CENTER ALSO SUBSIDIZED HOSPICE, IN-SCHOOL HEALTH AND GERIATRIC SERVICES IN 2013. PART II, COMMUNITY BUILDING ACTIVITIES: COMMUNITY BUILDING ACTIVITIES ARE ESSENTIAL ROLES FOR HEALTH-CARE ORGANIZATIONS IN THAT THEY ADDRESS MANY OF THE UNDERLYING DETERMINANTS OF HEALTH. RESEARCH HAS CONTINUALLY SHOWN THAT WHEN THE FACTORS INFLUENCING HEALTH ARE EXPLORED, HEALTH CARE ACTUALLY PLAYS THE SMALLEST ROLE PROPORTIONATELY. A REPORT IN THE JOURNAL OF AMERICAN MEDICAL ASSOCIATION AND THE CENTER FOR DISEASE CONTROL (MCGINNIS, 1996) SUGGESTS THAT THE FACTORS IMPACTING HEALTH ARE AS FOLLOWS: LIFESTYLE AND BEHAVIORS, 50%, ENVIRONMENT (HUMAN AND NATURAL), 20%, GENETICS AND HUMAN BIOLOGY, 20%, AND HEALTH CARE, 10%. COMMUNITY BUILDING ACTIVITIES HELP TO ADDRESS THE OTHER INDICATORS OUTSIDE OF THE ROLE TRADITIONALLY PLAYED BY HEALTH-CARE ORGANIZATIONS. THESE ACTIVITIES ARE ALMOST EXCLUSIVELY DONE IN SOME FORM OF PARTNERSHIP IN WHICH THE COMMUNITY OR OTHER ORGANIZATIONS ARE BETTER SUITED TO ADDRESS. HEALTH-CARE ORGANIZATIONS GENERALLY PROVIDE TIMELY AND SPECIFIC RESOURCES TO HELP THESE ISSUES. HEALTH-CARE ORGANIZATIONS CAN BE A RICH AND VALUABLE COMMUNITY RESOURCE IN WAYS NOT TYPICALLY CONSIDERED. OFTEN THE MOST EFFECTIVE WAY TO HELP IMPACT AND IMPROVE THE COMMUNITY HEALTH STATUS IS TO SUPPORT OTHER AGENCIES AND ORGANIZATIONS IN A VARIETY OF WAYS OUTSIDE OF HEALTH SERVICES. THIS IS OFTEN DONE THROUGH CASH OR IN-KIND SERVICES TO SUPPORT OTHER NON-PROFITS, DONATIONS OF DURABLE MEDICAL EQUIPMENT AND SUPPLIES TO CERTAIN AGENCIES, OR THROUGH LEADERSHIP AND EDUCATIONAL EXPERTISE. METHODIST CONTRIBUTES TO MANY AREA COMMUNITY BUILDING ACTIVITIES IN CENTRAL ILLINOIS. THESE ORGANIZATIONS HELP BUILD ACTIVITIES IN THE AREAS OF ECONOMIC AND HEALTHCARE IMPROVEMENT. THESE TYPES OF ACTIVITIES SPEAK TO THE BREADTH AND CAPACITY THAT THE HOSPITAL HAS IN IMPACTING THE HEALTH STATUS OF THE COMMUNITY IN A COMPREHENSIVE AND INTENTIONAL APPROACH. PART III, LINE 4: THE HEALTH SYSTEM PROVIDES AN ALLOWANCE FOR DOUBTFUL 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. PART III, LINE 8: AMOUNTS ON LINE 6 WERE CALCULATED USING IRS WORKSHEET B 'TOTAL MEDICARE ALLOWABLE COSTS.' THE MEDICARE ALLOWABLE COSTS WERE OBTAINED FROM THE MEDICARE COST REPORTS AND THEN REDUCED BY ANY AMOUNTS ALREADY CAPTURED IN COMMUNITY BENEFIT EXPENSE IN PART I ABOVE.THE HOSPITAL BELIEVES THE ENTIRE AMOUNT OF THE MEDICARE SHORTFALL SHOULD BE TREATED AS COMMUNITY BENEFIT, MORE SPECIFICALLY, AS CHARITY CARE. THE ELDERLY CONSTITUTE A CLEARLY-RECOGNIZED CHARITABLE CLASS, AND MANY MEDICARE BENEFICIARIES, LIKE THEIR MEDICAID COUNTERPARTS, ARE POOR AND THUS WOULD HAVE QUALIFIED FOR THE HOSPITAL'S CHARITY CARE PROGRAM, MEDICAID OR OTHER NEEDS-BASED GOVERNMENT PROGRAMS ABSENT THE MEDICARE PROGRAM. BY ACCEPTING PAYMENT BELOW COST TO TREAT THESE INDIVIDUALS, THE BURDENS OF GOVERNMENT ARE RELIEVED WITH RESPECT TO THESE INDIVIDUALS. ADDITIONALLY, THERE IS A SIGNIFICANT POSSIBILITY THAT CONTINUED REDUCTION IN REIMBURSEMENT MAY ACTUALLY CREATE DIFFICULTIES IN ACCESS FOR THESE INDIVIDUALS. FINALLY, THE AMOUNT SPENT TO COVER THE MEDICARE SHORTFALL IS MONEY NOT AVAILABLE TO COVER CHARITY CARE AND OTHER COMMUNITY BENEFIT NEEDS.METHODIST IS PAID BELOW LEVELS THAT FULLY COMPENSATE IT FOR THE UNDERLYING COSTS OF CARE TO MEDICARE BENEFICIARIES. METHODIST TREATS ITS MEDICARE SHORTFALL AS A COMMUNITY BENEFIT DUE TO THE LARGE POPULATION OF SENIORS THE HOSPITAL SERVES. THE POPULATION AT AGE 65 OR ABOVE IS MUCH HIGHER FOR METHODIST'S SERVICE AREA COMPARED TO THE REST OF ILLINOIS. THE MEDICARE SHORTFALL IS CALCULATED USING A COST ACCOUNTING SYSTEM. PART III, LINE 9B: AFTER THE PATIENT MEETS THE QUALIFICATIONS FOR FINANCIAL ASSISTANCE, THE ACCOUNT BALANCE IS PARTIALLY OR ENTIRELY WRITTEN OFF, AS APPROPRIATE. ANY REMAINING BALANCE, IF ANY, WOULD BE COLLECTED UNDER THE NORMAL DEBT COLLECTION POLICY.IT IS THE POLICY OF METHODIST MEDICAL CENTER TO WRITE OFF ACCOUNTS AS BAD DEBT/UNCOLLECTIBLE WHEN CRITERIA FOR FINANCIAL/CHARITY ASSISTANCE IS NOT MET. METHODIST REVIEWS PATIENT BALANCES AT A NUMBER OF DIFFERENT CHECK POINTS IN THE COLLECTION PROCESS. INITIAL REVIEWS CAN OCCUR DURING THE REGISTRATION PROCESS AND OR AT THE POINT OF ADMISSION. THE FINANCIAL COUNSELOR IS AVAILABLE TO ASSIST PATIENTS WITH FINANCIAL QUESTIONS AT THE POINT OF REGISTRATION. SUBSEQUENT REVIEWS OF PATIENT BALANCES OCCUR DURING THE BACK END COLLECTION PROCESS THROUGH INTERNAL LETTER CAMPAIGNS, ASSIGNMENT TO A PRE-COLLECT AGENCY AND THEN FINALLY THROUGH INTERNAL CREDIT SCORING MECHANISMS. OUR WEBSITE ALSO HAS DETAILED INFORMATION ON OUR BILLING POLICIES AS WELL.ONCE A PATIENT IS IN THE FINANCIAL/CHARITY ASSISTANCE PROCESS, ALL COLLECTION ACTIVITY IS PLACED ON HOLD WHILE THE REVIEW PROCESS TAKES PLACE. THE PATIENT THEN RECEIVES A WRITTEN STATEMENT ONCE FINAL DETERMINATION IS REACHED. HOWEVER, IF AN INDIVIDUAL HAS CHOSEN NOT TO HONOR THEIR FINANCIAL OBLIGATION FOR RENDERED SERVICES, THOSE ACCOUNTS ARE PLACED WITH A PROFESSIONAL COLLECTION RECOVERY SERVICE. PART VI, LINE 2: THE COMMUNITY BENEFITS PLAN ADOPTED BY METHODIST IS ABOUT IMPROVING HEALTH; THE HEALTH OF EACH INDIVIDUAL, AND THE HEALTH OF THE COMMUNITY. IN DEVELOPING THE PLAN, SEVERAL SOURCES OF INFORMATION WERE UTILIZED TO HELP IDENTIFY SPECIFIC HEALTHCARE NEEDS. FIRST, ONE OF THE MORE COMPREHENSIVE LOCAL ASSESSMENTS IS LED BY THE DEPARTMENT OF PUBLIC HEALTH. THE PEORIA COUNTY COMMUNITY HEALTH NEEDS ASSESSMENT IDENTIFIED LOCAL HEALTH PRIORITIES AS CEREBROVASCULAR DISEASE (STROKE), HIP FRACTURES AND INFANT MORTALITY. THE LEADING CAUSES OF MORTALITY WERE IDENTIFIED AS HEART DISEASES. THE SECOND SOURCE WAS HEALTHY PEOPLE 2010. HEALTHY PEOPLE 2010 SET OUT NATIONAL OBJECTIVES FOR HEALTH IMPROVEMENT AND ARE BUILT AROUND THE CONCEPTS OF DISEASE PREVENTION AND HEALTH PROMOTION. OTHER SOURCES OF DATA WERE REVIEWED, HEARTLAND ALLIANCE MID-AMERICA INSTITUTE ON POVERTY, UNITED STATES CENSUS BUREAU DATA, ILLINOIS BEHAVIORAL RISK FACTOR SURVEILLANCE SURVEY DATA, METHODIST ACCESS DATA AND CENSUS BUREAU DATA. COLLECTIVELY, THESE DATA SOURCES HAVE SUPPORTED OUR ASSESSMENT OF THE COMMUNITIES NEEDS. PART VI, LINE 3: AS A SERVICE TO OUR COMMUNITY, METHODIST MEDICAL CENTER PROVIDES CARE AT A REDUCED RATE OR WITHOUT CHARGE TO ELIGIBLE PERSONS DEMONSTRATING FINANCIAL NEED AND THE INABILITY TO PAY. THE "PATIENT GUIDE TO UNDERSTANDING YOUR BILL" IS MADE AVAILABLE TO EACH PATIENT DURING THE REGISTRATION PROCESS AND THIS GUIDE CONTAINS INFORMATION ON THE FINANCIAL ASSISTANCE PROGRAMS AVAILABLE AT METHODIST AS WELL INFORMATION ON HOW TO APPLY FOR STATE FUNDED PROGRAMS. THE GUIDE ALSO CONTAINS BOTH LOCAL AND TOLL FREE PHONES NUMBERS TO OUR BILLING OFFICES ALONG WITH OUR HOURS OF OPERATION SO THE PATIENT IS FULLY INFORMED OF WHAT INFORMATION IS AVAILABLE AND WHO THEY CAN CONTACT WITH QUESTIONS. INFORMATION ABOUT OUR FINANCIAL ASSISTANCE PROGRAMS IS POSTED ON OUR METHODIST INTERNET HOME PAGE AND ON OUR PATIENT BILLING STATEMENTS. PART VI, LINE 4: METHODIST IS THE SECOND LARGEST HEALTHCARE PROVIDER IN CENTRAL ILLINOIS. THE HOSPITAL IS LICENSED FOR 329 BEDS. ALONG WITH METHODIST THERE ARE TWO OTHER HOSPITALS IN THE PEORIA AREA, ALONG WITH FOUR SMALLER HOSPITALS IN OUR SERVICE AREA. IN 2011, METHODIST SERVED 17,388 INPATIENTS, 126,761 OUTPATIENTS, 58,210 EMERGENCY PATIENTS, 51,300 HOME CARE AND 303,656 PHYSICIAN VISITS. METHODIST'S PRIMARY SERVICE AREA CONSISTS OF FULTON, PEORIA, TAZEWELL AND WOODFORD COUNTIES. THIS GEOGRAPHIC REGION REPRESENTS 85% OF ALL HOSPITAL ADMISSIONS. THE SECONDARY SERVICE AREA INCLUDES 14 CENTRAL ILLINOIS COUNTIES, MOSTLY RURAL IN NATURE. COMBINED, METHODIST SERVES A POPULATION OF NEARLY ONE MILLION PEOPLE. METHODIST IS CLASSIFIED AS AN URBAN, TEACHING HOSPITAL. AS COMPARED TO THE DEMOGRAPHIC CHARACTERISTICS OF THE PEKIN/PEORIA MSA (METROPOLITAN STATISTICAL AREA), METHODIST SERVES A LARGER MINORITY AND SENIOR POPULATION. THE DEMOGRAPHICS OF METHODIST'S PATIENT POPULATION ARE A FUNCTION OF SEVERAL VARIABLES SUCH AS THE INCIDENCE AND PREVALENCE OF DISEASE AMONG AGE COHORTS, AND RACES, GEOGRAPHIC PROXIMITY TO MINORITY POPULATIONS AND OUTREACH EFFORTS TO IMPROVE ACCESS TO MEDICAL SERVICES. METHODIST'S INPATIENTS ARE: WHITE 80.4%, BLACK 15.8%, ASIAN 0.3%, HISPANIC 0.5% AND OTHER 3.0%. THIS IS COMPARED TO THE PEKIN/PEORIA MSA OF: WHITE 85.5%, BLACK 9.1%, ASIAN 1.6%, HISPANIC 2.3% AND OTHER 1.5%. METHODIST HAS THE LEAST FAVORABLE PAYOR MIX IN OUR PRIMARY SERVICE AREA. METHODIST HAS THE LARGEST MEDICAID MARKET SHARE BECAUSE OF OUR BEHAVIORAL HEALTH AND EMERGENCY PROGRAMS. THE MEDIAN AGE IN OUR SERVICE AREA IS 36.0 AS COMPARED TO 34.7 YEARS STATEWIDE. THE MEDIAN AGE IS HIGHER DUE TO A GREATER PERCENTAGE OF THE POPULATION AT AGE 65 OR ABOVE. PART VI, LINE 5: THE HOSPITAL IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE PURPOSES WITH THE GOAL OF PROMOTING THE HEALTH OF THE COMMUNITIES IT SERVES. THE HOSPITAL SUPPORTS THIS MISSION WITH A COMMUNITY BOARD, OPEN MEDICAL STAFF, AND AN EMERGENCY ROOM AVAILABLE TO PATIENTS REGARDLESS OF ABILITY TO PAY. THE BOARD OF DIRECTORS OF THE HOSPITAL IS COMPOSED OF CIVIC LEADERS WHO RESIDE IN THE SERVICE AREA OF THE HOSPITAL. THE BOARD ACTIVELY DEBATES AND SETS POLICY AND STRATEGIC DIRECTION FOR THE HOSPITAL BUT DOES NOT GET INVOLVED IN ISSUES RELATED TO THE DIRECT OPERATIONS OF THE HOSPITAL. THE BOARD TAKES A BALANCED APPROACH WHEN ADDRESSING COMMUNITY AND BUSINESS/FINANCIAL CONCERNS. THE BOARD IS ALSO THE PRIMARY GROUP FOR DETERMINING THE USE OF HOSPITAL SURPLUS FUNDS, WHICH ARE ALL USED TO FURTHER OUR CHARITABLE PURPOSE.PHYSICIAN OFFICES ARE SPREAD ACROSS THE REGION TO PROVIDE BETTER ACCESS TO A WIDE NUMBER OF PATIENTS. PART VI, LINE 6: THE HOSPITAL IS PART OF IOWA HEALTH SYSTEM (D/B/A UNITYPOINT HEALTH). INITIALLY FORMED IN 1994, UNITYPOINT HEALTH IS THE STATE'S FIRST AND LARGEST INTEGRATED HEALTH SYSTEM, SERVING NEARLY ONE OF EVERY THREE PATIENTS IN IOWA. THROUGH RELATIONSHIPS WITH 31 HOSPITALS IN METROPOLITAN AND RURAL COMMUNITIES AND MORE THAN 280 PHYSICIAN CLINICS, UNITYPOINT HEALTH PROVIDES CARE THROUGHOUT IOWA AND ILLINOIS.UNITYPOINT HEALTH ENTITIES EMPLOY THE STATE'S LARGEST NONPROFIT WORKFORCE, WITH MORE THAN 25,000 EMPLOYEES WORKING TOWARD INNOVATIVE ADVANCEMENTS TO DELIVER THE BEST OUTCOME FOR EVERY PATIENT EVERY TIME. EACH YEAR, THROUGH MORE THAN 4 MILLION PATIENT VISITS, UNITYPOINT HEALTH HOSPITALS AND CLINICS PROVIDE A FULL RANGE OF CARE TO PATIENTS AND FAMILIES. WITH ANNUAL REVENUES OF $2.8 BILLION, UNITYPOINT HEALTH IS THE FOURTH LARGEST NONDENOMINATIONAL HEALTH SYSTEM IN AMERICA AND PROVIDES COMMUNITY BENEFIT PROGRAMS AND SERVICES TO IMPROVE THE HEALTH OF PEOPLE IN ITS COMMUNITIES. UNITYPOINT HEALTH AND ITS AFFILIATES ENGAGE IN COMMUNITY HEALTH PROGRAMS AND SERVICES THROUGHOUT IOWA, AND WORK WITH VOLUNTEER AND CIVIC ORGANIZATIONS, SCHOOLS, BUSINESSES, INSURERS AND INDIVIDUALS TO SUPPORT ACTIVITIES THAT BENEFIT PEOPLE THROUGHOUT THE STATE. IN 2013, UNITYPOINT HEALTH AND ITS AFFILIATES PROVIDED MORE THAN $373 MILLION OF COMMUNITY BENEFIT. THE CONTRIBUTIONS TO THEIR COMMUNITIES BY UNITYPOINT HEALTH AND ITS AFFILIATES ARE REPORTED IN DETAIL IN STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS (PART III) OF THE IRS FORM 990 OF THOSE AFFILIATES. PART VI, LINE 7, REPORTS FILED WITH STATES IL 1 AMERICAN HEART ASSOCIATION 221 S MISSOURI AVE MORTON IL 61550 135613797 501(C)(3) 5000 EVENT SPONSOR BRADLEY UNIVERSITY 1501 WEST BRADLEY PEORIA IL 61625 370661494 501(C)(3) 60192 PROGRAM SUPPORT CENTRAL ILLINOIS FRIENDS OF PEOPLE WITH AIDS PO BOX 5022 PEORIA IL 60601 371276816 501(C)(3) 11000 PROGRAM SUPPORT COMMUNITY FOUNDATION OF ILLINOIS 331 FULTON ST SUITE 310 PEORIA IL 61602 371283245 501(C)(3) 65000 EVENT SPONSOR EASTER SEALS UCP 501 E ARMSTRONG AVE PEORIA IL 61603 370686250 501(C)(3) 32500 PROGRAM SUPPORT HEART OF ILLINOIS UNITED WAY 509 W HIGH STREET PEORIA IL 61605 370661504 501(C)(3) 93500 PROGRAM SUPPORT HEARTLAND COMMERCE & ECONOMIC DEVELOPMENT FOUNDATION 100 SW WATER ST PEORIA IL 61602 371271212 501(C)(3) 15000 PROGRAM SUPPORT HULT CENTER FOR HEALTHY LIVING 5215 N KNOXVILLE AVE PEORIA IL 61614 363510390 501(C)(3) 5000 PROGRAM SUPPORT JUVENILE DIABETES RESEARCH FOUNDATION 11 S LASALLE ST CHICAGO IL 60603 231907729 501(C)(3) 12500 EVENT SPONSOR KOMEN PEORIA RACE FOR THE CURE 4700 N UNIVERSITY AVE PEORIA IL 61614 371286285 501(C)(3) 18500 EVENT SPONSOR LAKEVIEW MUSEUM 1125 W LAKE AVE PEORIA IL 61614 370818561 501(C)(3) 125000 PROGRAM SUPPORT MORTON COMMUNITY FOUNDATION 309 N MAIN ST STE B MORTON IL 61550 371397503 501(C)(3) 10000 PROGRAM SUPPORT MORTON ECONOMIC DEVELOPMENT COUNCIL 415 W JEFFERSON ST MORTON IL 61550 261927395 501(C)(6) 15000 PROGRAM SUPPORT PEORIA HISTORICAL SOCIETY 611 SW WASHINGTON ST PEORIA IL 61602 376041637 501(C)(3) 5000 PROGRAM SUPPORT PEORIA PROMISE FOUNDATION 331 FULTON ST PEORIA IL 61602 134353454 501(C)(3) 25000 PROGRAM SUPPORT PEORIA RIVERFRONT ASSOCIATION 405 SW COMMERCIAL PEORIA IL 61602 364157912 501(C)(6) 5000 PROGRAM SUPPORT PEORIA SYMPHONY ORCHESTRA 101 STATE ST PEORIA IL 61602 370901338 501(C)(3) 10000 PROGRAM SUPPORT PUBLIC EMPLOYEES - COMMUNITY CONCERNS 419 FULTON ST SUITE 207 PEORIA IL 61602 376001761 CITY OF PEORIA 5000 EVENT SPONSOR UNIVERSITY OF ILLINOIS COLLEGE OF MEDICINE PO BOX 1649 PEORIA IL 61656 376000511 501(C)(3) 110000 CAPITAL BUILDING CAMPAIGN WASHINGTON AREA COMMUNITY CENTER 360 N WILMOR RD WASHINGTON IL 61571 364141385 501(C)(3) 20000 PROGRAM SUPPORT 17 3 PART I, LINE 2: RECIPIENTS WERE GIVEN GRANTS BASED ON THE NEEDS OF THE MEDICAL COMMUNITY AND THE LOCAL COMMUNITY AT LARGE. COMMUNITY BENEFITS COMMITTEE AND CEO REVIEW ASSISTANCE REQUESTS AND APPROVE BASED ON NEED. X 0 1 X X X X X 0 1 0 0 0 0 0 0 0 BRIAN COHEN MD DIRECTOR 347765 0 3402 0 13976 0 23538 0 13197 0 401878 0 0 0 VAUGHN HANNA MD FROM 062013 DIRECTOR 248261 0 0 0 19361 0 32077 0 15690 0 315389 0 0 0 KEITH KNEPP MD DIRECTOR 279348 0 35603 0 19475 0 64801 0 16374 0 415601 0 0 0 DEBORAH SIMON DIRECTOR/PRESIDENT & CEO 368577 0 81803 0 168496 0 116938 0 24617 0 760431 0 0 0 STEPHEN BREWER COO 229061 0 12117 0 37284 0 38295 0 16362 0 333119 0 0 0 ROBERT QUIN SECRETARY/TREASURER/CFO 229581 0 39377 0 63166 0 53766 0 8887 0 394777 0 41140 0 GARY KNEPP PRES OF MMG/VP OF PHYSICIA 324540 0 9750 0 12565 0 45960 0 11677 0 404492 0 0 0 JOHN MILLER VP OF MEDICAL AFFAIRS 243139 0 12535 0 21690 0 38104 0 11008 0 326476 0 0 0 JEANINE SPAIN VP OF NURSING OPERATIONS, 184855 0 25748 0 63574 0 64880 0 15540 0 354597 0 0 0 ALEXANDER ADLER PHYSICIAN 633556 0 4418 0 24647 0 18199 0 15690 0 696510 0 0 0 CHARLES EGLEY PHYSICIAN 590279 0 6000 0 42627 0 49784 0 15690 0 704380 0 0 0 KISHORE KARAMCHANDANI PHYSICIAN 657493 0 0 0 42111 0 6375 0 8212 0 714191 0 0 0 RAVINDRA KASHYAP PHYSICIAN 571788 0 6000 0 38167 0 6375 0 15690 0 638020 0 0 0 JOEL KUPFER PHYSICIAN 676474 0 0 0 24733 0 6375 0 156 0 707738 0 0 0 ERICK LAINE FORMER SENIOR VP (2012) 0 334503 0 97965 0 36936 0 16578 0 18052 0 504034 0 0 PART I, LINE 1A TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: IF AN INDIVIDUAL IS PROVIDED SOMETHING FROM THE EMPLOYER OF VALUE, SUCH AS A PAID BENEFIT, GIFT CARD OR GIFT, WHICH IS CONSIDERED TAXABLE INCOME, THEN THE EMPLOYER WILL ADD IMPUTED AMOUNTS TO PAYCHECK IN ORDER TO TAX APPROPRIATELY. PART I, LINE 1B TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: IF AN INDIVIDUAL IS PROVIDED SOMETHING FROM THE EMPLOYER OF VALUE, SUCH AS A PAID BENEFIT, GIFT CARD OR GIFT, WHICH IS CONSIDERED TAXABLE INCOME, THEN THE EMPLOYER WILL ADD IMPUTED AMOUNTS TO PAYCHECK IN ORDER TO TAX APPROPRIATELY. PART I, LINE 4B THE FOLLOWING INDIVIDUALS PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN 457(F): ROBERT QUIN $43,315, DEBORAH SIMON $79,922, JEANINE SPAIN $36,524, TERRY WATERS $36,813. THE PLAN'S FUNDS ARE VESTED QUARTERLY TWO YEARS AFTER EACH CONTRIBUTION OR EARLIER BASED ON THE PARTICIPANT'S AGE AND YEARS OF SERVICE. A ILLINOIS FINANCE AUTHORITY 861091967 2011-05-12 63780000 SEE PART VI 0 0 0 B ILLINOIS FINANCE AUTHORITY 861091967 45203HAE2 2011-05-12 51220000 SEE PART VI 0 0 0 A 72506422 55540033 471772 16494617 2011 1 0 1 1 B 62036639 661528 13293368 48081744 2011 0 0 1 1 A 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 0 1 MORGAN STANLEY CAPITAL SECURITIES 33.500000000000 0 1 0 0 1 B 0 0 1 0 1 1 MORGAN STANLEY CAPITAL SECURITIES 33.500000000000 0 1 0 0 1 A 1 B 1 PART I, COLUMN (F) LINE A - REFUND THE ILLINOIS FINANCE AUTHORITY'S HOSPITAL FACILITIES REVENUE BONDS, (METHODIST MEDICAL CENTER) SERIES 1998. LINE B - REFINANCE BANK LINE OF CREDIT. CENTRAL ILLINOIS ENDOSCOPY CENTER LLC COMMON BOARD MEMBER/OFFICER 6790799 INVESTMENT, MANAGEMENT FEES, SUPPLIES 0 MARION WILLEMSEN-REID FAMILY MEMBER OF BOARD MEMBER SCOTT REID 76194 EMPLOYEE OF METHODIST MEDICAL CENTER OF ILLINOIS 0 METHODIST PHYSICIAN SERVICES INC COMMON BOARD MEMBER/OFFICER 12243238 PURCHASED SERVICES 0 MID ILLINI SURGICAL ASSOCIATES COMMON BOARD MEMBER/OFFICER 210000 PURCHASED SERVICES 0 MMCI ORTHOPEDIC CO-MANAGEMENT COMPANY LLC COMMON BOARD MEMBER/OFFICER 487000 INVESTMENT AND MANAGEMENT FEES 0 FORM 990, PART VI, SECTION A, LINE 2 GARY KNEPP; KEITH KNEPP; FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 6 METHODIST HEALTH SERVICES CORPORATION, A TAX-EXEMPT ILLINOIS NOT-FOR-PROFIT CORPORATION, IS THE SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A METHODIST HEALTH SERVICES CORPORATION, AS THE SOLE MEMBER, MAY APPOINT AND REMOVE ALL BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B METHODIST HEALTH SERVICES CORPORATION, AS SOLE MEMBER, DIRECTS, APPROVES AND RECOMMENDS MERGERS, CONSOLIDATIONS, ACQUISITONS, DISSOLUTION, LIQUIDATION OR DISPOSITION, INIATES AND APPROVES BUDGETS AND LONG-RANGE STRATEGIC PLANS, INITIATES AND APPROVES THE FORMATION OF ANY PERSON CONTROLLED BY A SUBSIDIARY, APPROVES CONFLICT OF INTEREST POLICY, AND AMENDMENTS TO ARTICLES AND BYLAWS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED INTERNALLY BY THE IOWA HEALTH SYSTEM TAX DEPARTMENT USING INFORMATION GATHERED FROM VARIOUS FUNCTIONAL AREAS OF THE ORGANIZATION. EACH SECTION OF THE RETURN IS REVIEWED BY THE RESPONSIBLE FUNCTIONAL AREA ALONG WITH THE TAX DEPARTMENT. A DRAFT COPY OF THE RETURN IS PROVIDED TO THE CFO FOR REVIEW. A FULL COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY. ANNUALLY ALL OFFICERS, DIRECTORS, KEY EMPLOYEES AND REPORTING PHYSICIANS ARE REQUESTED TO COMPLETE A QUESTIONNAIRE TO REPORT POTENTIAL CONFLICTS OF INTEREST. PERSONS WHO HAVE NOT RETURNED QUESTIONNAIRES ARE CONTACTED ADDITIONAL TIMES IN AN EFFORT TO RECEIVE COMPLETE AND ACCURATE RESPONSES FROM ALL PERSONS. THE ANNUAL QUESTIONNAIRES INCLUDE AN ACKNOWLEDGEMENT THAT THE OFFICER, DIRECTOR, KEY EMPLOYEE OR REPORTING PHYSICIAN: 1) HAS ACCESS TO A COPY OF THE CONFLICT OF INTEREST POLICY; 2) HAS READ AND UNDERSTANDS THE POLICY; 3) AGREES TO COMPLY WITH THE POLICY; 4) UNDERSTANDS THAT THE POLICY APPLIES TO ALL COMMITTEES AND SUBCOMMITTEES HAVING BOARD-DELEGATED POWERS; AND 5) UNDERSTANDS THAT THE ORGANIZATION IS A CHARITABLE ORGANIZATION AND THAT IN ORDER TO MAINTAIN ITS TAX-EXEMPT STATUS, IT MUST CONTINUOUSLY ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. SENIOR ADMINISTRATIVE STAFF AT ALL RELATED ORGANIZATIONS PROVIDE INFORMATION TO A CENTRAL COORDINATOR RELATED TO THE IDENTIFICATION OF WHICH INDIVIDUALS SHOULD RECEIVE THE QUESTIONNAIRE FOR COMPLETION. THE RESULTS ARE COMPILED CENTRALLY AND REVIEWED BY THE IOWA HEALTH SYSTEM COMPLIANCE OFFICER AND DIRECTOR OF INTERNAL AUDIT. THE DETAIL RESULTS ARE REPORTED TO A COMMITTEE OF THE SYSTEM BOARD. THE RESULTS RELATED TO SPECIFIC REGIONAL PARENT COMPANIES, THEIR HOSPITALS AND RELATED ORGANIZATIONS, ARE DISTRIBUTED IN DETAIL TO THE CHAIRPERSON OF THE REGIONAL PARENT ORGANIZATION, THE CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER AND COMPLIANCE MANAGER. THESE INDIVIDUALS ARE ALSO REMINDED OF THE APPROPRIATE PROCESS TO BE FOLLOWED DURING THE YEAR TO ADDRESS POTENTIAL CONFLICTS OF INTEREST THAT RELATE TO MATTERS THAT ARE BROUGHT TO THE BOARD OF DIRECTORS FOR ACTION. THE INFORMATION DISCLOSED IS USED TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST AND TO ASSIST IN COMPLETING IRS AND MEDICAID QUESTIONNAIRES. ANY DUALITY OF INTEREST OR POSSIBLE CONFLICT OF INTEREST ON THE PART OF ANY ORGANIZATIONAL OFFICER, DIRECTOR, KEY EMPLOYEE OR REPORTING PHYSICIAN TOGETHER WITH ALL MATERIAL FACTS, SHOULD BE DISCLOSED TO THE BOARD OF DIRECTORS AND MADE A MATTER OF RECORD, EITHER THROUGH AN ANNUAL PROCEDURE OR WHEN THE INTEREST OCCURS OR BECOMES A MATTER OF BOARD ACTION. ANY ORGANIZATIONAL OFFICER, DIRECTOR, KEY EMPLOYEE OR REPORTING PHYSICIAN HAVING A CONFLICT OF INTEREST IN ANY MATTER SHOULD NOT BE PRESENT DURING GENERAL DISCUSSION NOR VOTE OR USE HIS OR HER PERSONAL INFLUENCE ON THE MATTER, AND HE OR SHE SHOULD NOT BE COUNTED IN DETERMINING THE EXISTENCE OF A QUORUM FOR PURPOSES OF THE MATTER OR ITEM AS TO WHICH A CONFLICT EXISTS. THE BOARD SHOULD EXCLUDE THE INDIVIDUAL FROM ANY DISCUSSION OR VOTE IN WHICH THE BOARD DECIDES WHETHER OR NOT A CONFLICT OF INTEREST EXISTS. IN CASES IN WHICH AN OFFICER, DIRECTOR, KEY EMPLOYEE, REPORTING PHYSICIAN OR THE INDIVIDUAL'S HOUSEHOLD MEMBER HAS A CONFLICT OF INTEREST IN AN ARRANGEMENT OR TRANSACTION, THE FOLLOWING ADDITIONAL STEPS MAY BE TAKEN AT THE DIRECTION OF THE BOARD OF DIRECTORS: 1) AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE OR SHE SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL 1) DECIDE IF A CONFLICT OF INTEREST EXISTS, 2) A DISINTERESTED PERSON OR COMMITTEE MAY BE APPOINTED TO INVESTIGATE ALTERNATIVES TO THE PROPOSED ARRANGEMENT OR TRANSACTION; 3) IN ORDER TO APPROVE THE ARRANGEMENT OR TRANSACTION, THE BOARD MUST FIRST FIND, BY MAJORITY VOTE OF DISINTERESTED MEMBERS, THAT THE ARRANGEMENT OR TRANSACTION IS IN THE ORGANIZATION'S BEST INTEREST, IS FAIR AND REASONABLE TO THE ORGANIZATION, AND, AFTER REASONABLE INVESTIGATION, THE DISINTERESTED MEMBERS HAVE DETERMINED THAT A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT CANNOT BE OBTAINED WITH REASONABLE EFFORTS UNDER THE CIRCUMSTANCES; THE MINUTES OF THE BOARD AND ALL COMMITTEES WITH BOARD-DELEGATED POWERS SHALL CONTAIN: 1) THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE FINANCIAL INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE BOARD'S OR COMMITTEE'S DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED; 2) THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT, THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION THEREWITH; IN ORDER TO PROTECT THE ORGANIZATION'S BEST INTERESTS, APPROPRIATE DISCIPLINARY ACTION MAY BE TAKEN WITH RESPECT TO AN OFFICER, DIRECTOR, KEY EMPLOYEE OR REPORTING PHYSICIAN WHO VIOLATES THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE IOWA HEALTH SYSTEM BOARD OF DIRECTORS ("COMMITTEE") CONDUCTS A COMPREHENSIVE ANNUAL REVIEW OF ALL COMPENSATION AND BENEFITS PROVIDED TO THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES, INCLUDING THE IHS CHIEF EXECUTIVE OFFICER (THE "CEO"). THIS ANNUAL REVIEW COMPARES THE TOTAL COMPENSATION AND VALUE OF BENEFITS PROVIDED TO EACH EXECUTIVE, ON A POSITION BY POSITION BASIS, TO THAT PROVIDED TO FUNCTIONALLY SIMILAR POSITIONS IN SIMILARLY SITUATED ORGANIZATIONS. THIS REVIEW IS CONDUCTED BY THE COMMITTEE WITH THE ASSISTANCE OF A NATIONAL, INDEPENDENT COMPENSATION CONSULTANT REPORTING DIRECTLY TO THE COMMITTEE. THE COMMITTEE HAS BEEN DELEGATED THE RESPONSIBILITY FOR OVERSIGHT OF EXECUTIVE COMPENSATION AND IS MADE UP ENTIRELY OF INDEPENDENT DIRECTORS WITHIN THE MEANING OF THE "REBUTTABLE PRESUMPTION OF REASONABLENESS" UNDER THE FEDERAL INCOME TAX INTERMEDIATE SANCTIONS RULES. THE COMPENSATION CONSULTANT HOLDS ITSELF OUT TO THE PUBLIC AS A COMPENSATION CONSULTANT, PERFORMS THESE VALUATIONS ON A REGULAR BASIS, IS QUALIFIED TO MAKE THE VALUATIONS OF THE SERVICES INVOLVED, AND HAS SO INDICATED IN A WRITTEN CERTIFICATION TO THE COMMITTEE. BASED UPON THE ADVICE OF THE COMPENSATION CONSULTANT, AND APPLYING THE BOARD'S COMPENSATION PHILOSOPHY, THE COMMITTEE ESTABLISHES THE OVERALL ADJUSTMENT IN COMPENSATION AND BENEFITS FOR APPROXIMATELY THE TOP FIFTY EXECUTIVES IN THE ENTIRE HEALTH SYSTEM (SEVERAL OF WHICH ARE EMPLOYEES OF THE FILING ORGANIZATION) AND DELEGATES TO THE CEO THE AUTHORITY TO MAKE ADJUSTMENTS, CONSISTENT WITH THE COMMITTEE'S DIRECTION, FOR THE OTHER EXECUTIVES. THE COMMITTEE DETERMINES ALL ASPECTS OF THE COMPENSATION AND BENEFITS OF THE CEO. THE COMMITTEE INTENTIONALLY TAKES ALL THE STEPS NECESSARY TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE FEDERAL INCOME TAX LAW INTERMEDIATE SANCTIONS RULES, INCLUDING CONTEMPORANEOUS SUBSTANTIATION OF ALL COMMITTEE MEETINGS AND ACTIONS. THE ORGANIZATION BELIEVES IT IS IN FULL COMPLIANCE WITH SECTION 4958 OF THE IRC, PROVIDES NO MORE THAN REASONABLE AND FAIR MARKET VALUE COMPENSATION AND BENEFITS FOR ITS EMPLOYEES AND DOES NOT PROVIDE ANY EXCESS COMPENSATION OR BENEFITS AS PROHIBITED BY SECTION 4958. THE ANNUAL REVIEW OF COMPENSATION AND BENEFITS WAS LAST PERFORMED IN 2013 FOR THE FOLLOWING INDIVIDUALS: STEPHEN BREWER, GARY KNEPP, KEITH KNEPP, ERICK LAINE, ROBERT QUIN, DEBORAH SIMON, JEANINE SPAIN. THE COMPENSATION AND BENEFITS OF THE OTHER PERSONS LISTED ON FORM 990, PART VII WAS ESTABLISHED BY AN INDEPENDENT PERSON/COMMITTEE USING AN INDEPENDENT COMPENSATION CONSULTANT AND/OR COMPENSATION SURVEY OR STUDY FOR SIMILARLY QUALIFED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. COMPENSATION AND BENEFITS ARE BASED ON THE FAIR MARKET VALUE OF THE SERVICES PROVIDED TO THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST THROUGH THE IOWA HEALTH SYSTEM, OUR PARENT ORGANIZATION, LEGAL DEPARTMENT. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE PUBLICLY AVAILABLE ON THE IOWA HEALTH SYSTEM WEBSITE, WWW.UNITYPOINT.ORG. FORM 990, PART IX, LINE 11G HEALTHCARE PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 33,560,174. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 33,560,174. MISCELLANEOUS PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 16,085,649. MANAGEMENT AND GENERAL EXPENSES 8,225,143. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,310,792. CBO COLLECTION FEES: PROGRAM SERVICE EXPENSES 858,877. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 858,877. OUTSIDE CONSULTANT FEES: PROGRAM SERVICE EXPENSES 34,540. MANAGEMENT AND GENERAL EXPENSES 1,034,377. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,068,917. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN METHODIST MEDICAL CENTER FOUNDATION 9,574,438. CHANGES IN PENSION LIABILITY 33,584,153. FUND BALANCE TRANSFERS -6,000,000. SELF INSURED TRUST AGREEMENT INVESTMENT 385,457. 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PROCTOR HEALTH CARE INCORPORATED D 5000000 BASED ON GAAP, CASH, AND/OR FMV. REHABILITATION THERAPY SERVICES LLC S 420000 BASED ON GAAP, CASH, AND/OR FMV. SCHEDULE R, PARTS I - IV: IOWA HEALTH SYSTEM AND SUBSIDIARIES (D/B/A UNITYPOINT HEALTH) IOWA HEALTH SYSTEM IS AN IOWA NONPROFIT CORPORATION FORMED IN DECEMBER 1994. IOWA HEALTH SYSTEM AND ITS SUBSIDIARIES PROVIDE INPATIENT AND OUTPATIENT CARE AND PHYSICIAN SERVICES FROM SIXTEEN HOSPITAL FACILITIES AND VARIOUS AMBULATORY SERVICE AND CLINIC LOCATIONS IN IOWA AND ILLINOIS. PRIMARY, SECONDARY AND TERTIARY CARE SERVICES ARE PROVIDED TO RESIDENTS OF IOWA, ILLINOIS AND ADJACENT STATES. ON APRIL 16, 2013, IOWA HEALTH SYSTEM BEGAN BEING PUBLICLY KNOWN AS UNITYPOINT HEALTH (THE SYSTEM). THIS NAME CHANGE REFLECTS THE TRANSFORMATION OF CLINICAL PROCESSES UNDERWAY WITHIN THE SYSTEM AND THE ADAPTATION TO BETTER ADDRESS THE HEALTH CARE NEEDS OF COMMUNITIES, INCLUDING BUILDING A MODEL OF DELIVERING HEALTH CARE THAT COORDINATES CARE AROUND THE PATIENT WHILE FOCUSING ON IMPROVING THE QUALITY OF CARE AND REDUCING COSTS. THE LEGAL NAME OF THE PARENT REMAINS IOWA HEALTH SYSTEM, WITH THE UNITYPOINT HEALTH NAME REFLECTING A DOING BUSINESS AS (D/B/A).