2014-05-15T11:19:31-05:00 2013-06-30 ERNST & YOUNG US LLP 201 MAIN STREET SUITE 1100 FORT WORTH TX 76102 990 2012-07-01 730700090 Saint Francis Hospital Inc % ERIC E SCHICK SAIN 9185028126 6600 S YALE AVE Suite 400 TULSA OK 741363319 ERIC E SCHICK 2014-05-12 8173351900 2012 2015-11-30 17:44:51Z ERIC SCHICK 6600 S Yale Ave Suite 400 Tulsa OK 741363319 3970090877 false 0928 X HTTP://WWW.SAINTFRANCIS.COM X 1960 OK to extend the presence and healing ministry of christ in all we do. 3 1 6298 788 -1657190 0 842523 595120 811307906 854598822 -8624099 24299017 34705506 30590691 838231836 910083650 5665016 9839336 0 0 296779891 314723782 0 0 0 378634227 394843802 681079134 719406920 157152702 190676730 1624611515 1824900210 337487936 341511980 1287123579 1483388230 X TO EXTEND THE PRESENCE AND HEALING MINISTRY OF CHRIST IN ALL WE DO. false false 579026681 9839336 874845952 SAINT FRANCIS HOSPITAL HAS BEEN A MAJOR TERTIARY CARE CENTER FOR OKLAHOMA, SOUTHERN KANSAS, SOUTHWESTERN MISSOURI, AND WESTERN ARKANSAS FOR SEVERAL DECADES. SAINT FRANCIS HOSPITAL IS LICENSED FOR 962 ADULT AND PEDIATRIC BEDS AND 40 BASSINETS. IN FISCAL YEAR 2013, SAINT FRANCIS HOSPITAL RECEIVED APPROXIMATELY $206 MILLION IN REIMBURSEMENTS EQUALING 27 PERCENT OF SAINT FRANCIS HOSPITAL'S NET PATIENT REVENUE FOR SERVICES PROVIDED TO MEDICARE AND MEDICAID PROGRAM BENEFICIARIES. SAINT FRANCIS HOSPITAL IS A DIVISION OF SAINT FRANCIS HEALTH SYSTEM, INC. THE HEALTH SYSTEM PRODUCES AN ANNUAL COMMUNITY BENEFIT REPORT VALUING THE COST OF CHARITY SERVICES. IN FISCAL YEAR 2013, THE COST TO COMMUNITY CONTRIBUTIONS PROVIDED TO SUPPORT VARIOUS PROGRAMS AND AGENCIES WHOSE MISSION AND VALUES ARE SIMILAR TO THOSE ESPOUSED BY THE SAINT FRANCIS HEALTH SYSTEM was $66,027,000. IN THE FALL OF 2004, SAINT FRANCIS HOSPITAL SET INTO PLACE PROVISIONS THAT WOULD INCREASE THE HOSPITAL'S ABILITY TO OFFER CHARITY CARE TO THOSE LESS FORTUNATE AND PROVIDE THOSE LACKING HEALTHCARE COVERAGE WITH FREE CARE TO LESSEN THE BURDEN AND ANXIETY OFTEN CAUSED BY HEALTHCARE EXPENSES. UNDER THE REVISED CHARITY CARE POLICY, INDIVIDUALS WHOSE GROSS ANNUAL INCOME IS EQUAL TO OR LESS THAN 225 PERCENT OF THE FEDERAL POVERTY LEVEL QUALIFY FOR FULL CHARITY CARE ASSISTANCE. ALL PATIENTS LACKING HEALTHCARE INSURANCE, REGARDLESS OF THEIR PERSONAL INCOME LEVEL RECEIVE A 20 PERCENT DISCOUNT FROM BILLED CHARGES. PATIENTS WHO QUALIFY UNDER THE CHARITY CARE POLICY RECEIVE A FULL WRITE-OFF OF ALL CHARGES. BOTH INITIATIVES EXEMPLIFY THE HOSPITAL'S MISSION TO EXTEND THE PRESENCE AND HEALING MINISTRY OF CHRIST, WITH A PARTICULAR EMPHASIS ON THOSE MOST NEEDY OF HEALTH SERVICES IN NORTHEASTERN OKLAHOMA, AND its DESIRE TO WORK WITH THE COMMUNITY IN A SPIRIT OF COMPASSION AND HONESTY. SAINT FRANCIS HOSPITAL IS A COMPREHENSIVE COMMUNITY RESOURCE FOR HEALTH CARE AND A CENTER OF EXCELLENCE FOR TREATING CANCER, HEART DISEASE, AND COMPLEX MEDICAL, SURGICAL, MATERNAL, AND PEDIATRIC PROBLEMS. SINCE ITS INCEPTION THE HOSPITAL HAS STRIVED TO PROVIDE THE HIGHEST QUALITY OF CARE TO ALL. FOR THE SEVENTEENTH CONSECUTIVE YEAR, IT WAS RECOGNIZED BY THE NATIONAL RESEARCH CORPORATION AS TULSA'S MOST PREFERRED HOSPITAL FOR OVERALL QUALITY AND IMAGE. IN AN EFFORT TO MONITOR AND CONTINUALLY IMPROVE THE QUALITY OF CARE GIVEN TO PATIENTS, SAINT FRANCIS HAS ELECTED TO PARTICIPATE IN A VARIETY OF NATIONAL AND STATE QUALITY INITIATIVES INCLUDING PARTICIPATION IN THE CENTERS FOR MEDICARE AND MEDICAID NATIONAL QUALITY. THESE EFFORTS FOCUS ON IMPROVING BOTH OUTCOMES (I.E., MORTALITY AND COMPLICATIONS) AND CLINICAL PROCESSES (I.E., MEDICATION ADMINISTRATION AND DISCHARGE INSTRUCTIONS). CARE FOR THE COMMUNITY IS PROVIDED THROUGH EDUCATION, INPATIENT AND OUTPATIENT SERVICES, AND THE USE OF AFFORDABLE HOME HEALTH AND HOSPICE SERVICES FOR PATIENTS RETURNING HOME. ALL SERVICES ARE PROVIDED ON THE BASIS OF NEED WITHOUT CONSIDERATION FOR A PATIENT'S ABILITY TO PAY. SAINT FRANCIS HOSPITAL EARNED ONE OF HEALTHCARE'S TOP HONORS IN 2013. FOR THE THIRD YEAR IN A ROW, HEALTHGRADES, THE LEADING INDEPENDENT HEALTHCARE RATING ORGANIZATION, RANKED SAINT FRANCIS HOSPITAL AS BEING IN THE TOP 5% OF HOSPITALS IN THE NATION FOR CLINICAL EXCELLENCE. SAINT FRANCIS WAS ALSO AWARDED A PRESTIGIOUS FIVE STAR RATING IN NINE SPECIFIC AREAS. THIS RATING IS GIVEN TO HEALTHCARE PROVIDERS WHO ARE RANKED IN THE TOP 10% NATIONWIDE IN SPECIFIC AREAS OF EXPERTISE. SAINT FRANCIS HOSPITAL HAS ALWAYS KEPT IN ITS SIGHT ITS RESPONSIBILITY AS A PROVIDER OF CARING AND PERSONALIZED BENEFITS TO THE COMMUNITY. EXTENSIVE RESOURCES ARE DEVOTED EACH YEAR TO ORGANIZING AND DELIVERING FREE AND SUBSIDIZED BENEFITS TO COMMUNITY RESIDENTS. THESE INCLUDE HEALTH SERVICES, INFORMATION AND REFERRAL SERVICES, EDUCATIONAL SERVICES, SUPPORT SERVICES, AND SPONSORSHIP OF COMMUNITY EVENTS, WHICH ARE DETAILED BELOW. HEALTH SERVICES TRAUMA EMERGENCY SERVICES THE TRAUMA EMERGENCY CENTER PROVIDED CARE TO OVER 96,000 PATIENTS DURING THE PAST FISCAL YEAR. MANY OF THESE PATIENTS RECEIVED NEEDED EMERGENCY AND INPATIENT SERVICES DESPITE AN INABILITY TO PAY. PHYSICIANS, THE TRAUMA EMERGENCY CENTER STAFF, AND THE INPATIENT STAFF PROVIDE THE HIGHEST QUALITY OF TRAUMA CARE FOR INJURED CHILDREN AND ADULTS FROM OKLAHOMA AND SURROUNDING STATES. PHYSICIAN SPECIALISTS PROVIDE IMMEDIATE CONSULTATION OR CARE TO PATIENTS. THE ANNUAL TRAUMA SYMPOSIUM PROVIDES AN OPPORTUNITY FOR AREA PHYSICIANS, NURSES, AND EMERGENCY MEDICAL TECHNICIANS TO INTERACT WITH AND LEARN FROM NATIONALLY AND INTERNATIONALLY RECOGNIZED EXPERTS IN TRAUMA CARE. INSTRUCTIONAL TOPICS PRESENTED BY TRAUMA EMERGENCY SERVICES STAFF MEMBERS, AND PHYSICIANS INCLUDE THE CARE OF ADULT AND PEDIATRIC TRAUMA VICTIMS, CARE OF CHILDREN IN EMERGENCY DEPARTMENTS, PRE-HOSPITAL TRIAGE AND SCENE SAFETY, AND TRAUMA PREVENTION TOPICS. DURING 2013 SAINT FRANCIS HOSPITAL WAS DESIGNATED BY THE OKLAHOMA STATE DEPARTMENT OF HEALTH AS A PRIMARY STROKE CENTER. THE HOSPITAL ALSO STAFFS A PHYSICIAN IN TRIAGE, A UNIQUE MODEL THAT PUTS PATIENTS IN CONTACT WITH PROVIDERS QUICKLY. HENRY ZARROW NEONATAL INTENSIVE CARE UNIT SAINT FRANCIS HOSPITAL ESTABLISHED THE FIRST INTENSIVE CARE NURSERY FOR NEONATAL PATIENTS IN OKLAHOMA. IN FISCAL YEAR 2013 THERE WERE OVER 760 ADMISSIONS TO THIS UNIT. THE CENTER IS A PROGRESSIVE REGIONAL NEWBORN INTENSIVE CARE UNIT WITH SERVICES SPECIFICALLY DESIGNED FOR BABIES BORN PREMATURELY OR WITH SERIOUS MEDICAL PROBLEMS. THE CENTER IS A 58-BED UNIT WITH IN-HOUSE NEONATOLOGISTS AVAILABLE 24 HOURS A DAY, 7 DAYS A WEEK. DUE TO THE LARGE NUMBER OF MEDICAID AND UNINSURED PATIENTS, REIMBURSEMENT FOR SERVICES IN THE NICU IS LOW; HOWEVER, THE HOSPITAL CHOSE TO SPECIALIZE IN THE CARE OF HIGH-RISK INFANTS BECAUSE IT WAS AN UNMET NEED IN THE COMMUNITY AND ACCEPTED THE COST BURDEN SUCH TECHNOLOGY USUALLY BRINGS. IN 2012 OPTUMHEALTH DESIGNATED THE HENRY ZARROW NEONATAL INTENSIVE CARE UNIT A CENTER OF EXCELLENCE FOR NEONATAL CARE, ONE OF ONLY TWO DESIGNATED NEONATAL CENTERS OF EXCELLENCE IN THE STATE OF OKLAHOMA. THE CHILDREN'S HOSPITAL AT SAINT FRANCIS SAINT FRANCIS HOSPITAL ESTABLISHED THE CHILDREN'S HOSPITAL AT SAINT FRANCIS IN 1995 IN RESPONSE TO PHYSICIANS' REQUESTS TO CENTRALIZE PEDIATRIC SPECIALTY SERVICES AND FACILITIES FOR CHILDREN IN ONE HOSPITAL BY CREATING A "HOSPITAL WITHIN A HOSPITAL." A NEW, STATE-OF-THE-ART 104-BED FACILITY OPENED IN FEBRUARY 2008. IT WAS CREATED WITH YOUNGER PATIENTS IN MIND, PROVIDING A LARGER AND MORE "KID FRIENDLY" ATMOSPHERE FOR CHILDREN AND THEIR FAMILIES AS WELL AS IMPROVING ACCESS AND EFFICIENCY. SINCE SAINT FRANCIS HAS THE MOST COMPREHENSIVE PEDIATRIC INTENSIVISTS IN EASTERN OKLAHOMA, THE PICU RECEIVES MOST OF THE ABUSED CHILDREN OR YOUNG TRAUMA VICTIMS IN THIS AREA. THE CHILDREN'S ONCOLOGY CLINIC, THE ONLY SUCH FACILITY IN THE EASTERN HALF OF THE STATE, SEES MORE THAN 6,500 PATIENT VISITS A YEAR DIAGNOSING AN AVERAGE OF 65 NEW CASES OF PEDIATRIC CANCER EACH YEAR. THE CHILDREN'S HOSPITAL AS A WHOLE ADMITTED APPROXIMATELY 8,500 CHILDREN THIS YEAR. ALL PATIENTS ARE TREATED WITHOUT REGARD FOR A FAMILY'S ABILITY TO PAY. OVER 59.7% OF THE CHILDREN CURRENTLY TREATED AT THE CHILDREN'S HOSPITAL AT SAINT FRANCIS ARE RELIANT UPON MEDICAID, EVIDENCE AND TESTAMENT TO SAINT FRANCIS' PLEDGE TO THE COMMUNITY AND TO THOSE MOST VULNERABLE IN SOCIETY, CHILDREN. THE CHILDREN'S HOSPITAL AT SAINT FRANCIS IS PART OF THE CHILDREN'S MIRACLE NETWORK, A NONPROFIT ORGANIZATION THAT RAISES FUNDS FOR 170 CHILDREN'S HOSPITALS AND RESEARCH INSTITUTES ACROSS NORTH AMERICA. THAT MONEY HELPS SAINT FRANCIS IMPROVE ITS SERVICES AND CONTINUE TO TAKE CARE OF UNINSURED CHILDREN, INCREASING THE MISSION OF CARING FOR ALL CHILDREN THAT ARE IN NEED IN NORTHEAST OKLAHOMA. SAINT FRANCIS IMAGING CENTER SAINT FRANCIS IMAGING CENTER IS AN ALL-DIGITAL, FACILITY OFFERING RADIOLOGY, NUCLEAR MEDICINE, MRI, CT SCAN, AND ULTRASOUND WITH STATE-OF-THE-ART EQUIPMENT, SHORTER EXAM TIMES, FEWER CALLBACKS, AND FASTER RESULTS. IN ADDITION TO THE OUTSTANDING TECHNICAL CAPABILITIES OF THE CENTER, PATIENTS AND THEIR FAMILIES ARE TREATED TO A VARIETY OF AMENITIES TO HELP MAKE THEIR EXPERIENCE MORE RELAXING. THIS INCLUDES A CONCIERGE DESK WHERE THEY ARE GIVEN A PAGER TO NOTIFY THEM WHEN THEIR ROOM IS AVAILABLE; A STAFF HOST TO ASSIST THEM TO THEIR ROOM AND THROUGH THE ENTIRE PROCESS, AND SLIPPERS AND ROBES INSTEAD OF HOSPITAL GOWNS. PATIENTS AND FAMILY MEMBERS HAVE ACCESS TO AN INTERNET STATION; CHILDREN'S PLAY AREA, PLASMA TELEVISIONS, COFFEE BAR, AND MUCH MORE AS THEY WAIT IN THE COMFORTABLE RECEPTION AREA. NATALIE AMBULATORY SURGERY CENTER THE NATALIE AMBULATORY SURGERY CENTER OFFERS EIGHT OPERATING ROOMS, EACH HANDLING 1,000 TO 1,500 PROCEDURES A YEAR. AT ITS PEAK, 12,000 PATIENTS WILL HAVE SURGERIES THERE ANNUALLY. DURING 2013 THE SURGERY CENTER SAW OVER 6,300 CASES. SAINT FRANCIS BREAST CENTER THE SAINT FRANCIS BREAST CENTER OFFERS THE LATEST IN SCREENING, DIAGNOSTIC AND INTERVENTI 579026681 true true false true false false false false false false true true false false true false false true false false true false false false false false true true true true true true false false false false false false false false true true true false false false true true true true true false true 469 0 true 6298 true true true false false false false false false false false false X 3 1 true true false false true true true true false false true true false true true true true true true true true true CA NY NC OK X ERIC E SCHICK 9185028118 6600 S YALE AVE SUITE 400 TULSA OK 741363319 X JAKE HENRY JR 1.0 39.0 X X 0 2626589 142551 BARRY L STEICHEN 1.0 39.0 X X 0 746889 170457 WILLIAM K WARREN JR 1.0 39.0 X BISHOP EDWARD J SLATTERY 1.0 39.0 X HENRY ZARROW 1.0 39.0 X WILLIAM R LISSAU 1.0 39.0 X THOMAS G NEFF 1.0 39.0 X 406844 0 108575 JEFFREY C SACRA 1.0 39.0 X 256670 0 76245 ROBERT ELI SMITH 1.0 39.0 X 0 178725 19037 ERIC E SCHICK 1.0 39.0 X 292437 0 53435 RENEE BEVINS 1.0 39.0 X 72772 0 17549 LYNN SUND 1.0 39.0 X 508990 0 121725 DAVID WAGNER 1.0 39.0 X 337156 0 98117 MARK FROST MD 1.0 39.0 X 185277 0 215632 RYAN GURSKY DO 5.0 35.0 X 51000 1146209 47053 BRUCE MARKMAN 5.0 35.0 X 43500 824265 47679 PRESTON PHILLIPS 5.0 35.0 X 46500 923691 32331 CHRISTIAN LUESSENHOP 5.0 35.0 X 45000 763035 47053 TODD SWENNING 5.0 35.0 X 134707 661474 16741 WILLIAM SCHLOSS 0.0 0.0 X 0 454863 111461 2380853 8325740 1325641 144 true true false MANHATTAN CONSTRUCTION CO INC 5601 S 122ND E AVE TULSA OK 74146 CONSTRUCTION SERVICE 59519089 OKLAHOMA BLOOD INSTITUTE DEPT 96-0115 OKLAHOMA CITY OK 731960115 BLOOD SERVICES 7781126 ASSOCIATED ANESTHESIOLOGISTS 6839 S CANTON TULSA OK 741013428 ANESTHESIOLOGY SVCS 3968137 STATE OF OKLAHOMA BOARD OF REGENTS 4502 E 41ST ST ROOM 2B20 TULSA OK 741352512 MEDICAL RESIDENTS 3735712 ACROBATANT LLC PO BOX 1390 TULSA OK 741011390 MARKETING SERVICES 2185989 78 X 293909 301211 252990 595120 PATIENT CARE REV 621990 605931760 605931760 P'SHIP INCOME RELATED TO PROGRAM SERVICES 541900 2125322 2063672 61650 OUTREACH LAB 621500 16246093 16246093 OFFICE SPACE REIMBURSEMENT 531120 736379 736379 MEDICARE/MEDICAID PAYMENTS 621990 229559268 229559268 854598822 21226607 21226607 0 0 25320 25320 0 25320 25320 3062328798 750839 3058693972 1313255 3634826 -562416 3072410 3072410 0 0 0 FOOD SERVICES 900004 4982665 4982665 AFFIL TELECOM & COMPUTER SUPP REV 621500 2982426 2982426 EMPLOYEE DAY CARE 624410 1076526 1076526 21523754 20308780 -1744160 2959134 30565371 910083650 874845952 -1657190 36299768 9437997 9437997 401339 401339 0 0 2523578 2523578 0 251132638 219043215 32089423 17076759 15065283 2011476 26241496 19348232 6893264 17749311 14478367 3270944 21610631 12015595 9595036 967856 64048 903808 678589 38215 640374 327922 327922 0 1446331 1446331 17541628 17338267 203361 4598586 108387 4490199 40622532 27746651 12875881 1495882 624947 870935 0 12241270 3418594 8822676 750174 133411 616763 0 0 7863644 7 7863637 -5838895 -5231983 -606912 39593796 788065 38805731 6350131 511240 5838891 BAD DEBT EXPENSE 64195207 64195207 DUE AND LICENSES 226282 206842 19440 ADMINISTRATIVE EXPENSES 17070684 16193203 877481 MEDICAL SUPPLIES 163101552 163101552 719406920 579026681 140380239 0 0 339870 216507455 326416525 0 0 67695248 75966653 0 0 0 0 0 0 20087216 20842655 4901086 9814888 761952414 336588867 352050012 425363547 554947576 530405827 375573364 401072650 0 0 0 0 32849558 34677595 1624611515 1824900210 62875109 69518106 0 0 0 0 221027760 218042338 0 0 0 0 0 0 0 0 53585067 53951536 337487936 341511980 X 1287123579 1483388230 0 0 0 0 1287123579 1483388230 1624611515 1824900210 X 190676730 23637358 -18049437 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 327922 false 327922 false SUPPLEMENTAL INFORMATION SCHEDULE C, PART II-B, LINE 1G SAINT FRANCIS Hospital, Inc. THROUGH ITS MEMBERSHIP DUES TO THE AMERICAN HOSPITAL ASSOCIATION (AHA) AND CATHOLIC HEALTH ASSOCIATION, PARTICIPATES IN LOBBYING AND GRASS ROOTS POLITICAL ACTIVITY. IT IS LESS THAN A SUBSTANTIAL PART OF THE TOTAL EXPENDITURES IN A TAXABLE YEAR. THE LOBBYING AND GRASS ROOTS POLITICAL ACTIVITY IS RELATED TO LEGISLATION AFFECTING THE SYSTEM AND OPERATION OF THE SYSTEM FOR ITS CHARITABLE PURPOSES, IN PARTICULAR THE PROMOTION OF HEALTH. "GRASS ROOTS POLITICAL ACTIVITY" MEANS ANY ATTEMPT BY THE AHA TO INFLUENCE ANY LEGISLATION THROUGH AN ATTEMPT TO AFFECT THE OPINIONS OF THE GENERAL PUBLIC OR ANY SEGMENT THEREOF. "LOBBYING" MEANS ANY ATTEMPT BY THE AHA TO INFLUENCE ANY LEGISLATION THROUGH AN ATTEMPT TO AFFECT OPINIONS OF THE GENERAL PUBLIC OR ANY SEGMENT THEREOF, ANY ATTEMPT TO INFLUENCE LEGISLATION THROUGH COMMUNICATIONS WITH ANY MEMBER OR EMPLOYEE OF A LEGISLATIVE BODY WHO MAY PARTICIPATE IN THE FORMULATION OF LEGISLATION. 275001 5878670 6153671 0 294663925 107342676 187321249 0 16205102 12965282 3239820 0 302900912 216280909 86620003 0 142028804 0 142028804 425363547 149777111 F PRIVATE INVEST-MARKETABLE 186076317 F PRIVATE INVEST-NONMARKETABLE 65219222 F 401072650 0 PROFESSIONAL LIABILITY 24712316 MEDICARE COST REPORT 13925741 POSTRETIREMENT BFT EXP F/K/A FAS106 1967716 CAP IBNR 3671707 ACCURED INTEREST 435273 ASC 460 F/K/A FIN 45 INCOME GTEE 2425396 OPERATING LEASE LIABILITY 322422 ARO LIABILITY 1780908 OTHER LONG TERM LIABILITIES 4710057 53951536 X Supplemental Information FIN 48 Disclosure Saint Francis Hospital adopted ASC 740-10 (f/k/a FIN 48) in June 30, 2009. No disclosures were required under GAAP as Saint Francis Hospital does not have any material tax contingencies that required disclosures in the footnotes. true Central America and the Caribbean Investments 16425 East Asia and the Pacific Investments 488 Europe (Including Iceland and Greenland) Investments 1601 18514 18514 true false false false true false Supplemental Information Schedule F, Part I The ACTIVITY LISTED IN PART I RELATES TO FOREIGN INVESTMENTS. THE INVESTMENTS DO NOT GENERATE UNRELATED BUSINESS INCOME. true true X true X 225. false true true true false true true 21569566 21569566 0.03290 107271210 111967797 -4696587 128840776 111967797 16872979 0.02570 968047 968047 0.00150 4653870 4653870 0.00710 182924533 144158570 38765963 0.05920 188546450 144158570 44387880 0.06780 317387226 256126367 61260859 0.09350 283830 283830 0.00040 313795 313795 0.00050 9124203 9124203 0.01390 9721828 9721828 0.01480 false 64195207 16472761 168512386 149143966 19368420 X true true 1 1 SAINT FRANCIS HOSPITAL

6600 S YALE AVE SUITE 400 TULSA OK 741363319

WWW.SAINTFRANCIS.COM X X X X SAINT FRANCIS HOSPITAL 1 true X X X X X X X X 12 true true true X X X X X X X X X true false true true 225. false true X X X X X X true true X X X true false X X X X X true X false false SUPPLEMENTAL INFORMATION PART I, LINE 3C: INCOME BASED CRITERIA IS USED AS THE BASIS IN DETERMINING ELIGIBILITY FOR FREE MEDICAL CARE. PART I, LINE 6A: THE ANNUAL REPORT FOR THE FILING ORGANIZATION IS PART OF A CONSOLIDATED REPORT PREPARED AT A HEALTH SYSTEM LEVEL. PART I, LINE 7, COLUMN F: BAD DEBT EXPENSE USED IN CALCULATING THE PART I, LINE 7, COLUMN (F) PERCENTAGES WAS $64,195,207. PART I, LINE 7: A COST TO CHARGE RATIO (FROM WORKSHEET 2) IS USED TO CALCULATE THE AMOUNTS ON LINES 7A-7C (CHARITY CARE, MEDICAID SHORTFALL, AND OTHER MEANS-TESTED GOVERNMENT PROGRAMS). THE AMOUNTS FOR 7E-7I WOULD COME FROM THE GENERAL LEDGER AND ARE NOT BASED ON A COST TO CHARGE RATIO. PARI, LINE 7(B) THE SUPPLEMENTAL HOSPITAL OFFSET PAYMENT PROGRAM (SHOPP) WAS CREATED AND IMPLEMENTED IN CALENDAR YEAR 2011 FOR THE PURPOSE OF ASSURING ACCESS TO QUALITY CARE FOR OKLAHOMA MEDICAID MEMBERS. THE PROGRAM IS DESIGNED TO ASSESS OKLAHOMA HOSPITALS, UNLESS EXEMPT, A SUPPLEMENTAL HOSPITAL OFFSET PAYMENT PROGRAM FEE. THE COLLECTED FEES WILL BE PLACED IN POOLS AND THEN ALLOCATED TO HOSPITALS BASED ON MEDICAID REVENUES AS DIRECTED BY LEGISLATION. THE OKLAHOMA HEALTH CARE AUTHORITY (OHCA) DOES NOT GUARANTEE THAT ALLOCATION WILL EQUAL OR EXCEED THE AMOUNT OF THE SUPPLEMENTAL HOSPITAL OFFSET PAYMENT PROGRAM FEES THAT WAS PAID BY SAINT FRANCIS HOSPITAL, INC. THIS IS DUE TO THE FACT THAT MEDICAID PATIENT VOLUME FOR SAINT FRANCIS HOSPITAL, INC. WAS AMONGST THE HIGHEST IN THE PROGRAM. THIS CREATED AN EXCESS IN MEDICAID REVENUE OVER EXPENSES NULLIFYING THE PERCENT OF COMMUNITY BENEFIT FROM MEDICAID SERVICES. PART III, LINE 3: THIS IS THE AMOUNT OF BAD DEBT ATTRIBUTABLE TO PATIENTS UNDER THE FINANCIAL ASSISTANCE POLICY. THE PERCENTAGE OF BAD DEBT USED TO REPRESENT CHARITY WAS FROM A SAMPLE REVIEW OF ALL BAD DEBT ACCOUNTS AND SUBSEQUENT INFORMATION. PART III, LINE 4: SAINT FRANCIS HOSPITAL'S AUDITED FINANCIAL STATEMENTS DO NOT HAVE A SEPARATE FOOTNOTE DESCRIBING BAD DEBT EXPENSE. SAINT FRANCIS HOSPITAL REPORTS BAD DEBT IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP). HEALTH CARE FINANCIAL MANAGEMENT ASSOCIATION STATEMENT 15 IS FOLLOWED TO THE EXTENT THAT BAD DEBT EXPENSE AT COST IS DETERMINED USING THE SAME COST TO CHARGE RATIO THAT IS USED TO CALCULATE CHARITY CARE AND MEDICAID SHORTFALLS. DISCOUNTS AND ALLOWANCES ARE ACCOUNTED FOR SEPARATELY FROM BAD DEBT EXPENSE. ACCOUNTS RECEIVABLE ARE VALUED AT NET REALIZABLE VALUE. SAINT FRANCIS ESTIMATES THE ALLOWANCES FOR UNCOLLECTIBLE ACCOUNTS BASED ON HISTORIC WRITE-OFFS AND THE AGING OF THE ACCOUNTS. PART III, LINE 9B: IT IS THE POLICY OF SAINT FRANCIS HOSPITAL TO PURSUE COLLECTIONS OF PATIENT BALANCES FROM PATIENTS WHO HAVE THE ABILITY TO PAY FOR THESE SERVICES. SAINT FRANCIS APPLIES ITS COLLECTIONS EFFORTS CONSISTENTLY AND FAIRLY TO ALL PATIENTS REGARDLESS OF INSURANCE. IF A PATIENT DOES NOT HAVE THE FINANCIAL RESOURCES TO PAY THEIR OUTSTANDING BALANCE IT IS THE GOAL OF SAINT FRANCIS HOSPITAL TO WORK WITH THE PATIENT TO QUALIFY THEM FOR OUR CHARITY POLICY. IF THE PATIENT QUALIFIES FOR CHARITY UNDER OUR POLICY THEN WE WILL WRITE-OFF 100% OF THE AMOUNT OWED. IT IS THE FEELING OF THE BOARD OF DIRECTORS THAT OUR POLICY SUPPORTS THE MISSION OF SAINT FRANCIS HOSPITAL. PART V, SECTION B, LINE 3: COMMUNITY REPRESENTATIVES: LARRY ANDELT, PHD; MARK DEKRAAI, JD, PHD; JILL HEESE, THE UNIVERSITY OF NEBRASKA PUBLIC POLICY CENTER. PART V, SECTION B, LINE 4: HOSPITAL FACILITIES INCLUDED IN CHNA: SAINT FRANCIS HOSPITAL, INC.; SAINT FRANCIS HOSPITAL SOUTH, LLC; LAUREATE PSYCHIATRIC CLINIC AND HOSPITAL, INC. PART V, SECTION B, LINE 11: PATIENTS WHO HAVE BEEN IDENTIFIED TO BE FINANCIAL ASSISTANCE PLAN ELIGIBLE AND MEET THE CRITERIA ESTABLISHED BY THE HOSPITAL ARE CONSIDERED CHARITY AND THEREFORE BY HOSPITAL POLICY ARE NOT BILLED FOR ANY SERVICES. ALL OTHER SELF PAY PATIENTS RECEIVE A 20% DISCOUNT OFF BILLED CHARGES. PART V, SECTION B, LINE 18E: PROACTIVE PHONE CALLS AND STATEMENTS ARE SENT BEFORE COLLECTION ACTIONS ARE TAKEN. PART V, SECTION B, LINE 20D: PATIENTS WHO HAVE BEEN IDENTIFIED TO BE FINANCIAL ASSISTANCE PLAN ELIGIBLE AND MEET THE CRITERIA ESTABLISHED BY THE HOSPITAL ARE CONSIDERED CHARITY AND THEREFORE BY HOSPITAL POLICY ARE NOT BILLED FOR ANY SERVICES. ALL OTHER SELF PAY PATIENTS RECEIVE A 20% DISCOUNT OFF BILLED CHARGES. NEEDS ASSESSMENT: Part VI, Line 2 ONE OF THIS ORGANIZATION'S FUNDAMENTAL OPERATIONAL GOALS IS TO IDENTIFY AND ADDRESS THE NEEDS OF THE DEFINED COMMUNITY THAT IT SERVES. TO DO THIS THE SAINT FRANCIS HEALTH SYSTEM MUST: 1)GATHER AND OBTAIN INFORMATION IDENTIFYING THOSE NEEDS; AND 2)DEVELOP PROGRAMS AND SERVICES THAT ADDRESS AND PROVIDE ACCESS TO THOSE IN GREATEST NEED OF HEALTHCARE SERVICES. HISTORICALLY, THE HEALTH CARE SYSTEM'S FOCUS HAS BEEN CARING FOR THOSE WHO ARE SICK OR VULNERABLE. IN ORDER TO MAKE INFORMED DECISIONS ON HOW TO CARE FOR THE SICK, AT-RISK AND MINORITY POPULATIONS, THE SYSTEM MUST FIRST IDENTIFY PRIORITY HEALTH NEEDS. THE COMMUNITY NEEDS ASSESSMENT IS THE METHOD UTILIZED BY THE HEALTH SYSTEM TO IDENTIFY THOSE NEEDS. THE ASSESSMENT IS A COMPILATION OF NATIONAL SURVEY RESULTS, HEALTH INFORMATION DATABASES, GOVERNMENT DATA, AND ANALYTICAL FEEDBACK FROM STATE AND LOCAL PARTNERS. THIS DATA IS USED TO IDENTIFY POTENTIAL COURSES OF ACTION BASED ON EXISTING HEALTH CARE FACILITIES, AVAILABLE RESOURCES WITHIN THE COMMUNITY, AND CAPABILITIES OF THE COMMUNITY IN TERMS OF BOTH SOCIOECONOMIC AND EDUCATION STATUS. PROMOTING THE PREVENTION OF DISEASE, REDUCING OBESITY, CESSATION OF TOBACCO USE, PROMOTING HEALTHY EATING, PROMOTING THE HEALTH OF LOW-INCOME AND AT-RISK COMMUNITIES, AND PLANNING FOR THE CHANGING NEEDS OF SENIORS ARE AMONG THE PUBLIC HEALTH ISSUES THAT THE ASSESSMENT SEEKS TO PRIORITIZE. PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE: Part VI. Line 3 BECAUSE OF OUR NOT-FOR-PROFIT DESIGNATION WE WANT TO MAKE SURE THAT THOSE WHO CAN NOT PAY FOR SERVICES ARE GIVEN THE OPPORTUNITY TO STILL HAVE QUALITY HEALTH CARE SERVICES. WE PROMOTE AND/OR OFFER OUR CHARITY POLICY IN SEVERAL DIFFERENT AVENUES TO ENSURE PATIENTS ARE AWARE OF OUR GENEROUS POLICY SO THEY CAN ACCESS IT. OUR CHARITY POLICY IS FIRST DISCUSSED IN OUR PATIENT FINANCIAL RESPONSIBILITY HANDOUT WE GIVE TO ALL OUR PATIENTS. ALL SELF PAY PATIENTS ARE VISITED BY A FINANCIAL COUNSELOR UPON ADMISSION TO VERIFY THEIR SELF PAY STATUSES. IF THE PATIENT CONFIRMS THEIR SELF PAY STATUS, THEN THE COUNSELOR WORKS WITH THE PATIENT TO DETERMINE IF THE PATIENT MAY QUALIFY FOR ASSISTANCE UNDER A GOVERNMENT SPONSORED PLAN. IF THE PATIENT DOES NOT QUALIFY FOR A GOVERNMENT SPONSORED PLAN THEN THE FINANCIAL COUNSELOR WORKS WITH THE PATIENT TO TRY AND GET THEM QUALIFIED FOR CHARITY BASED ON THE HOSPITAL'S CHARITY POLICY. ADDITIONALLY, DURING THE COLLECTIONS PROCESS WE OFFER OUR CHARITY POLICY AS WELL AS PAYMENT OPTIONS AS PART OF OUR PATIENT RESPONSIBILITY FOLLOW UP COLLECTIONS CALLS. COMMUNITY INFORMATION: Part VI, Line 4 THROUGH AN ANNUAL NEEDS ASSESSMENT A STRATEGIC PLAN IS DEVELOPED FOR THE ORGANIZATION ANNUALLY THAT FOCUSES ON THE NEEDS OF THE COMMUNITIES WE SERVE. THE PRIMARY SERVICE AREA OF SAINT FRANCIS HEALTH SYSTEM CONSISTS OF TULSA COUNTY ALTHOUGH THE TERTIARY SERVICE AREA IS ENCOMPASSED BY THE WHOLE OF EASTERN OKLAHOMA. PROMOTION OF COMMUNITY HEALTH: Part VI, Line 5 SAINT FRANCIS HOSPITAL IS A NOT FOR PROFIT ORGANIZATION THAT IS PART OF AN INTEGRATED HEALTH CARE DELIVERY SYSTEM WITH THE MISSION OF EXTENDING THE PRESENCE AND HEALING MINISTRY OF CHRIST IN ALL WE DO TO THOSE PATIENTS WHO ARE NOT ABLE TO PROVIDE CARE FOR THEMSELVES. SAINT FRANCIS HOSPITAL IS DEDICATED TO GIVING BACK TO THE COMMUNITY IN WHICH ITS EMPLOYEES LIVE AND WORK. THE GOAL OF SAINT FRANCIS IS TO SUSTAIN AND GROW ITS TECHNOLOGY, TO ATTRACT TALENTED HEALTH CARE PROFESSIONALS FROM ACROSS THE COUNTRY AND TO PROVIDE HIGH QUALITY PATIENT CARE TO ALL THE RESIDENTS OF NORTHEASTERN OKLAHOMA AND THE OTHER NEIGHBORING STATES WE SERVE. THIS CAN BE SEEN IN NUMEROUS CONSTRUCTION PROJECTS THAT HAVE BEEN UNDERTAKEN OVER THE PAST SEVERAL YEARS. MOST NOTABLE IS THE DECISION BY OUR BOARD OF DIRECTORS TO CONSTRUCT A CHILDREN'S HOSPITAL WHEN THERE WAS ONLY ONE OTHER CHILDREN'S FACILITY IN THE STATE, AND TO UNDERTAKE THE FINANCIAL STRAIN THAT COMES FROM RUNNING A CHILDREN'S HOSPITAL IN A STATE WHERE 60 PLUS PERCENT OF ALL THE CHILDREN ARE INSURED UNDER THE STATE MEDICAID PROGRAM. NOT ONLY IS THE CONSTRUCTION OF THE BUILDING NOTABLE, BUT THE INFRASTRUCTURE NEEDED TO MAKE THE HOSPITAL SUCCESSFUL, INCLUDING THE RECRUITMENT OF NUMEROUS SUB SPECIALISTS, ENSURES THE HIGHEST QUALITY OF CARE IS GIVEN TO THIS MOST VALUABLE PATIENT RESOURCE. SAINT FRANCIS HOSPITAL REINVESTS ITS NET OPERATING INCOME BACK INTO THE FACILITY TO IMPROVE PATIENT CARE, TO BENEFIT SOCIETY AND TO ALLOW SAINT FRANCIS HOSPITAL TO CARRY OUT ITS VISION TO BE THE REGIONAL LEADER IN THE DELIVERY OF QUALITY CATHOLIC HEALTH CARE SERVICES. THERE IS COMMUNITY REPRESENTATION ON THE GOVERNING BODY OF THE BOARD OF DIRECTORS WHERE THE MAJORITY OF THE MEMBERS ARE EXTERNAL AND IND true AMERICAN CANCER SOCIETY 250 WILLIAMS STREET NW ATLANTA GA 30303 131788491 501(c)(3) 20000 CATTLE BARON'S BALL AMERICAN DIABETES ASSOCIATION 6600 S YALE STE 1310 TULSA OK 74136 131623888 501(c)(3) 10000 concurs for the cure AMERICAN HEART ASSOCIATION 2227 east skelly dr TULSA OK 74105 135613797 501(c)(3) 75000 program support AMERICAN KIDNEY FUND 11921 rockville pike ste 300 ROCKVILLE MD 20852 237124261 501(c)(3) 49089 PROGRAM SUPPORT The Children's Hosp Fdn at Saint Francis 6161 S YALE AVE TULSA OK 74136 202843418 501(c)(3) 250100 program support MENTAL HLTH ASSOC TULSA 1870 S BOULDER TULSA OK 741195234 730657931 501(c)(3) 30000 2013 CARNIVALE OSTEOPATHIC FOUNDERS FOUNDATION INC 4812 E 81ST ST H295 st 301 Tulsa OK 74137 730583936 501(c)(3) 10000 winterfest 2013 rotary club of tulsa 616 s boston ave 410 tulsa OK 74119 237225396 501(c)(3) 5850 program support the foundation for tulsa schools 3027 s new haven 600 tulsa OK 74114 731612027 501(c)(3) 68000 program support TULSA AREA UNITED WAY PO BOX 1859 TULSA OK 74101 730580283 501(c)(3) 65605 Program Support tulsa community foundation 7030 south yale ave 600 tulsa OK 74136 731554474 501(c)(3) 25000 ee emergency fund Up With trees inc 1102 S Boston Avenue Tulsa OK 74135 731001180 501(c)(3) 10000 green leaf gala Tulsa community College 6111 E Skelly Dr Ste 600 Tulsa OK 74135 736017987 501(c)(3) 1000000 Education university of tulsa 800 south tucker dr tulsa OK 74104 730579298 501(c)(3) 250000 education endowment the university of oklahoma 4502 e 41st st tulsa OK 74135 736017987 501(c)(3) 5360057 program support MAKE-A-WISH FOUNDATION OF OKLAHOMA 4504 E 67TH ST BLDG 11 208 TULSA OK 74135 731176743 501(c)(3) 20000 wish upon a par golf ROMAN CATHOLIC DIOCESE OF TULSA PO BOX 690240 TULSA OK 74169 730942657 501(c)(3) 100000 MAGAZINE sponsor CITIZENS FOR BETTER EDUCATION ONE WEST THIRD ST STE 100 TULSA OK 74103 731574191 501(c)(3) 10000 TPS BOND CAMPAIGN LAUREATE INSTITUTE FOR BRAIN RESEARCH 6655 S YALE AVE TULSA OK 74136 731328881 501(c)(3) 1000000 PROGRAM SUPPORT MONTEREAU INC 6800 S GRANITE AVE TULSA OK 74136 731571795 501(c)(3) 500000 PROGRAM SUPPORT AMERICAN RED CROSS 10151 EAST 11TH ST TULSA OK 74128 530196605 501(c)(3) 25000 TORNADO RELIEF OU FOUNDATION 4502 E 41ST ST TULSA OK 74135 736017987 501(c)(3) 10000 DUFFY SCHOLARSHIP TULSA CITY-COUNTY HEALTH DEPT 5051 S 129TH E AVE TULSA OK 74134 736006419 501(c)(3) 37500 HEALTH NEEDS METRO TULSA CHAMBER TWO W 2ND ST STE 150 TULSA OK 74103 730488250 501(c)(3) 50000 PROGRAM SUPPORT RONALD MCDONALD HOUSE 6102 S HUDSON AVE TULSA OK 74136 731313892 501(c)(3) 5434 PROGRAM SUPPORT FAMILY & CHILDREN SERVICES 650 S PEORIA AVE TULSA OK 74120 730580270 501(c)(3) 12243 PROGRAM SUPPORT BISHOP KELLY HIGH SCHOOL 3905 S HUDSON TULSA OK 74135 730706623 501(c)(3) 6500 PROGRAM SUPPORT OKLAHOMA HERITAGE ASSOCIATION 1400 CLASSEN DR OKLAHOMA CITY OK 73106 730784696 501(c)(3) 17500 PROGRAM SUPPORT TULSA TOUGH INC 1316 E 35TH PL STE 200 TULSA OK 74105 273283740 501(c)(3) 225000 TULSA TOUGH OKLAHOMA ACADEMY OF FAMILY PHYSICIANS 1900 NW EXPY 501 OKLAHOMA CITY OK 73118 730612930 501(c)(3) 10000 PROGRAM SUPPORT CITIZENS FOR TULSA COUNTY TWO W 2ND ST TULSA OK 74103 730488250 501(c)(3) 35000 VISION 2 PLEDGE 31 SUPPLEMENTAL INFORMATION SCHEDULE I, PART I, QUESTION 2 SAINT FRANCIS HEALTH SYSTEM OFFERS SCHOLARSHIP OPPORTUNITIES TO INDIVIDUALS IN THE NURSING AND ALLIED HEALTH ARENA. THE APPLICATION PROCESS, APPROVAL PROCESS, MONITORING, AND IN THE EVENT OF DEFAULT, COLLECTION PROCESS TAKE PLACE IN THE HUMAN RESOURCE DEPARTMENT OF SAINT FRANCIS. TO QUALIFY FOR A SCHOLARSHIP, EMPLOYEES SUBMIT APPLICATIONS WHICH ARE ACCUMULATED AND RANKED BASED ON APPROPRIATE CRITERIA. DEPENDENT ON THE AVAILABILITY OF FUNDS, APPLICANTS ARE SELECTED TO RECEIVE SCHOLARSHIPS. CHOSEN APPLICANTS MUST SIGN A WORK AGREEMENT FOR SIX MONTHS FOR EACH SEMESTER THEY RECEIVE FUNDING. OFFICIAL TRANSCRIPTS MUST BE SUBMITTED TO DOCUMENT SUCCESSFUL COMPLETION FOR EACH SEMESTER. IN THE EVENT AN APPLICANT DOES NOT FULFILL THEIR SCHOLARSHIP AGREEMENT THEY ARE CONTACTED VIA CERTIFIED MAIL THAT ALL FUNDS AWARDED ARE DUE WITHIN 30 DAYS. IF THE BALANCE IS NOT PAID IN FULL WITHIN 30 DAYS, COLLECTION EFFORTS ENSUE WITH A THIRD PARTY COLLECTION AGENCY. X X true true X X X X false true false false false false false false false JAKE HENRY JR 0 957189 0 1564540 0 104860 0 132743 0 9808 0 2769140 0 0 THOMAS G NEFF 305820 0 89842 0 11182 0 97041 0 11534 0 515419 0 0 0 JEFFREY C SACRA 212455 0 41654 0 2561 0 67849 0 8396 0 332915 0 0 0 BARRY L STEICHEN 0 531216 0 175682 0 39991 0 158387 0 12070 0 917346 0 0 ROBERT ELI SMITH 0 151112 0 21258 0 6355 0 18240 0 797 0 197762 0 0 ERIC E SCHICK 224094 0 55985 0 12358 0 42391 0 11044 0 345872 0 0 0 LYNN SUND 378018 0 113114 0 17858 0 109888 0 11837 0 630715 0 0 0 WILLIAM SCHLOSS 0 342607 0 107009 0 5247 0 99727 0 11734 0 566324 0 0 DAVID WAGNER 252611 0 78152 0 6393 0 86878 0 11239 0 435273 0 0 0 RYAN GURSKY DO 51000 1144013 0 2196 0 0 0 31474 0 15579 51000 1193262 0 0 BRUCE MARKMAN 43500 822069 0 2196 0 0 0 31474 0 16205 43500 871944 0 0 PRESTON PHILLIPS 46500 904495 0 2196 0 17000 0 31474 0 857 46500 956022 0 0 CHRISTIAN LUESSENHOP 45000 743839 0 2196 0 17000 0 31474 0 15579 45000 810088 0 0 TODD SWENNING 134707 659278 0 2196 0 0 0 0 0 16741 134707 678215 0 0 MARK FROST MD 185277 0 0 0 0 0 208220 0 7412 0 400909 0 0 0 SUPPLEMENTAL COMPENSATION INFORMATION SCHEDULE J, PART I, LINE 1 CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II PARTICIPATED IN KEY BUSINESS ACTIVITIES ACCOMPANIED BY THEIR SPOUSE. ADDITIONALLY THESE SAME INDIVIDUALS MAY HAVE INCURRED PERSONAL EXPENSE RELATED TO THESE KEY BUSINESS ACTIVITIES. WITH PROPER DOCUMENTATION AND APPROVAL, SAINT FRANCIS HEALTH SYSTEM INCLUDES THESE REIMBURSEMENTS AS W-2 WAGES FOR THE EMPLOYEE. THESE WAGES ARE GROSSED UP TO PROVIDE TAX INDEMNIFICATION TO THE EMPLOYEE. SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN SCHEDULE J, PART I, LINE 4B A SELECT GROUP OF HIGHLY COMPENSATED EMPLOYEES OF SAINT FRANCIS HEALTH SYSTEM, INC., AND ITS RELATED ENTITIES SAINT FRANCIS HOSPITAL, INC. LAUREATE PSYCHIATRIC CLINIC AND HOSPITAL, INC., WARREN CLINIC, INC., PATIENT CARE SERVICES OF SAINT FRANCIS, INC., AND SAINT FRANCIS HOSPITAL SOUTH, LLC, ARE ELIGIBLE TO PARTICIPATE IN A NONQUALIFIED DEFERRED COMPENSATION PLAN UNDER SECTION 457(B) AND 457(F) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED UNDER THE ECONOMIC GROWTH AND TAX RELIEF RECONCILIATION ACT OF 2001. NONE OF THE INDIVIDUALS LISTED ON SCHEDULE J ARE COMPENSATED AS BOARD MEMBERS OF THE REPORTING ENTITY. THE REPORTED COMPENSATION IS FOR SERVICES AS EMPLOYEES OF THE REPORTING ENTITY OR THE RELATED ORGANIZATION. A Tulsa County Industrial Authority 521526494 899520AZ3 2006-11-14 229140663 SEE PART VI false false false A 0 0 229140663 0 0 25310000 1590323 0 0 202240340 0 0 2009 true false true true A false false false false false 0.00000 0.00000 0.00000 false false 0.00000 false true A false false false false false false 0 false 0 false true A true SUPPLEMENTAL INFORMATION SCHEDULE K, PART I, LINE A, COLUMN (F) THE SERIES 2006 BONDS WERE ISSUED BY THE ISSUER'S FOR THE PURPOSE OF LOANING THE PROCEEDS THEREOF TO SAINT FRANCIS HEALTH SYSTEM FOR THE PURPOSE OF ACQUIRING, FURNISHING, IMPROVING AND EQUIPPING CERTAIN ADDITIONS, EXTENSIONS, AND IMPROVEMENTS TO SAINT FRANCIS HOSPITAL INCLUDING BUT NOT LIMITED TO (I) ACQUIRING, FURNISHING, IMPROVING, CONSTRUCTING AND EQUIPPING CERTAIN ADDITIONS, EXTENSIONS, AND IMPROVEMENTS TO THE TULSA HEART HOSPITAL OF SAINT FRANCIS, AND CERTAIN ANCILLARY AND SUPPORT FACILITIES THERETO; (II) ACQUIRING, FURNISHING, IMPROVING, AND EQUIPPING CERTAIN ADDITIONS, EXTENSIONS, AND IMPROVEMENTS TO SAINT FRANCIS HOSPITAL INCLUDING, WITHOUT LIMITATION, THE CONSTRUCTION OF A NEW CHILDREN'S HOSPITAL AND PARKING GARAGE, AN EMPLOYEE PARKING GARAGE AND A NEW CARDIOLOGY DEPARTMENT; (III) REFUNDING AND REFINANCING THE ISSURER'S OUTSTANDING HEALTH CARE REVENUE BONDS, REFUNDING SERIES 2003 (SAINT FRANCIS HEALTH SYSTEM, INC.) INITIALLY ISSUED TO REFUND CERTAIN INDEBTEDNESS OF THE AUTHORITY USED TO ACQUIRE, FURNISH, IMPROVE AND EQUIP CERTAIN ADDITIONS EXTENSIONS AND IMPROVEMENTS TO THE SAINT FRANCIS HEALTH SYSTEM (COLLECTIVELY, THE "PROJECT"); AND (IV) PAYING THE COST OF ISSUANCE OF THE SERIES 2006 BONDS. PART III, LINE 3C: A BOND COUNSEL DOES EXIST, BUT FOR THE CURRENT FISCAL YEAR, THERE WAS NOTHING TO REVIEW. PART III, LINES 4/5: THERE IS NO PRIVATE BUSINESS USE. ACROBATANT LLC SEE PART V 2185989 INDEPENDENT CONTRACTOR false SCHEDULE L, PART IV, COLUMN B W.R. LISSAU'S DAUGHTER HAS A 17% OWNERSHIP IN ACROBATANT, LLC. ACROBATANT LLC PROVIDED PROFESSIONAL SERVICES TO SAINT FRANCIS HOSPITAL, INC. W.R. LISSAU IS LISTED ON FORM 990 PART VII AS A DIRECTOR FOR SAINT FRANCIS HOSPITAL, INC. X 1 795 FAIR MARKET VALUE X TREES 1 93190 FAIR MARKET VALUE X GENETICS EQUIPMENT 1 92260 FAIR MARKET VALUE X in-kind 1 66745 FAIR MARKET VALUE false false false PART VI, LINE 1B THE CORPORATION DELEGATES ITS GOVERNANCE TO THE BOARD OF DIRECTORS OF SAINT FRANCIS HEALTH SYSTEM, INC. (SFHS). THE SFHS BOARD IS COMPRISED OF 11 DIRECTORS, 9 OF WHICH ARE INDEPENDENT. PART VI, LINE 2 SEVERAL OFFICIALS SERVE ON THE BOARDS OF OTHER CORPORATIONS OR ARE RELATIVES. THE ORGANIZATION HAS DETERMINED THAT THESE ASSOCIATIONS DO NOT PRESENT A CONFLICT OF INTEREST. W.R. LISSAU, A DIRECTOR, HAS BUSINESS RELATIONSHIPS WITH WILLIAM K. WARREN JR, A TRUSTEE. HIS DAUGHTER WORKS FOR A COMPANY THAT PROVIDES PROFESSIONAL SERVICES TO SAINT FRANCIS HEALTH SYSTEM. DOCUMENTATION FOR THIS RELATIONSHIP IS SHOWN ON SCHEDULE L. JAKE HENRY JR. AN OFFICER AND DIRECTOR, SERVES ON OTHER BOARDS OUTSIDE OF SAINT FRANCIS HEALTH SYSTEM WITH WILLIAM K. WARREN JR., A TRUSTEE, HENRY ZARROW, A TRUSTEE AND W.R. LISSAU, A DIRECTOR. PART VI, LINE 3 THE DIRECTOR FUNCTIONS ARE DELEGATED TO THE BOARD OF DIRECTORS OF SAINT FRANCIS HEALTH SYSTEM, INC. WHOSE COUNT IS REFERENCED IN PART VI, LINE 1 OF THIS NARRATIVE. PART VI, LINE 6 THE ORGANIZATION HAS THREE MEMBERS, WHO ELECT THE GOVERNING BODY. PART VI, LINE 7A THE ORGANIZATION HAS THREE MEMBERS, WHO ELECT THE GOVERNING BODY. PART VI, LINE 7B THE MEMBERS APPROVE THE SALE OF ALL OR SUBSTANTIALLY ALL ASSETS OR THE AMENDMENT OF ARTICLES AND BYLAWS, AND APPROVE MERGERS AND CONSOLIDATIONS. PART VI, LINE 11 THE FINANCE COMMITTEE, A SUB-COMMITTEE OF THE BOARD OF DIRECTORS HAVE ACCESS TO REVIEW THE PASSWORD PROTECTED FORM 990 ON-LINE PRIOR TO FILING THE FORM WITH THE IRS. PART VI, LINE 12 THE ORGANIZATION FOLLOWS THE CONFLICT OF INTEREST, WHISTLEBLOWER AND RECORD RETENTION POLICIES OF SAINT FRANCIS HEALTH SYSTEM, INC. THREE DIRECTORS, ONE DIRECTOR/OFFICER AND TWO KEY EMPLOYEES REPORTED POTENTIAL CONFLICTS THAT WERE ADDRESSED BY THE GOVERNING BODY. CONFLICTS ARE REGULARLY DISCLOSED AND ADDRESSED. PART VI, LINE 13 THE ORGANIZATION FOLLOWS THE CONFLICT OF INTEREST, WHISTLEBLOWER AND RECORD RETENTION POLICIES OF SAINT FRANCIS HEALTH SYSTEM, INC. THREE DIRECTORS, ONE DIRECTOR/OFFICER AND TWO KEY EMPLOYEES REPORTED POTENTIAL CONFLICTS THAT WERE ADDRESSED BY THE GOVERNING BODY. CONFLICTS ARE REGULARLY DISCLOSED AND ADDRESSED. PART VI, LINE 14 THE ORGANIZATION FOLLOWS THE CONFLICT OF INTEREST, WHISTLEBLOWER AND RECORD RETENTION POLICIES OF SAINT FRANCIS HEALTH SYSTEM, INC. THREE DIRECTORS, ONE DIRECTOR/OFFICER AND TWO KEY EMPLOYEES REPORTED POTENTIAL CONFLICTS THAT WERE ADDRESSED BY THE GOVERNING BODY. CONFLICTS ARE REGULARLY DISCLOSED AND ADDRESSED. PART VI, LINES 15 A/B THE COMPENSATION OF THE CEO OFFICIALS AND KEY EMPLOYEES ARE REVIEWED AND APPROVED BY A COMMITTEE OF THE DIRECTORS WITH GUIDANCE BY INDEPENDENT CONSULTANTS AND USE OF COMPARATIVE DATA. PART VI, LINE 19 THESE REQUESTS ARE DETERMINED ON A CASE-BY-CASE BASIS. PART VII THE HOURS PER WEEK REPORTED ON FORM 990, PART VII FOR OFFICERS AND DIRECTORS ARE THE HOURS SPENT ON THE FILING ENTITY ONLY. THE REMAINING 40 HOURS FOR THE OFFICERS AND DIRECTORS WITH RELATED COMPENSATION IS ALLOCATED AMONGST THE ENTITIES REPORTED ON SCHEDULE R. PART VIII, LINE 11D THE HOSPITAL PROVIDES HEALTH AND MEDICAL EDUCATION TO PATIENTS, EMPLOYEES, AND OTHER COMMUNITY MEMBERS. THE HOSPITAL IS ABLE TO BETTER SERVE THE COMMUNITY BY PROVIDING ADDITIONAL SERVICES SUCH AS HOME HEALTH CARE AND HOSPICE SERVICES. PART XI, LINE 9 THE OTHER CHANGES IN NET ASSETS OR FUND BALANCES OF -18,049,437 IS MADE UP OF THE ACTIVITY IN THE POST RETIREMENT BENEFIT OBLIGATION ACIVTIY FOR THE YEAR $97,197, BENEFICIAL INTEREST IN CHILDRENS HOSPITAL FOUNDATION ACITIVITY FOR THE YEAR -$1,527,962, EQUITY TRANSFERS FROM/TO RELATED PARTIES -$22,080,899, BAD DEBT ADJUSTMENTS -$153,767, and EQUITY EARNINGS AND INVESTMENTS $5,615,994. 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