2013-10-15T12:24:54-05:00 2013-05-31 ERNST & YOUNG US LLP 111 MONUMENT CIRCLE SUITE 2600 INDIANAPOLIS IN 46204 990 2012-06-01 611197638 Owensboro Health Medical Group Inc % JOHN HACKBARTH OWEN 2704172000 1201 Pleasant Valley Road Suite OWENSBORO KY 42303 JOHN HACKBARTH 2013-10-15 3176817000 2012 2015-11-30 17:44:51Z X Dr Jeff Barber 1201 Pleasant Valley Road Owensboro KY 42303 47271844 false X www.owensborohealth.org X 1993 KY Owensboro Health Medical Group, Inc. EXISTS TO HEAL THE SICK AND improve the HEALTH OF THE COMMUNITY. 8 3 613 36 0 244054 536871 33885785 36473995 5059 -11893 7192669 7688860 41327567 44687833 242000 242000 0 0 38185158 44197720 0 0 0 15654441 16403426 54081599 60843146 -12754032 -16155313 38982832 39159523 47724058 66964257 -8741226 -27804734 Owensboro Health Medical Group, Inc. exists to heal the sick and improve the HEALTH OF THE COMMUNITY. false false 57088001 242000 43784009 Owensboro Health Medical Group, Inc. ("OHMG") PROVIDES OUTPATIENT MEDICAL SERVICES TO MEET THE HEALTHCARE NEEDS OF OUR REGIONAL COMMUNITY, SERVING 11 COUNTIES IN WESTERN KENTUCKY AND SOUTHERN INDIANA. OUR MEDICAL SERVICES ARE DELIVERED BY HIGHLY SKILLED PHYSICIANS ALONG WITH A CARING AND COMPASSIONATE NURSING STAFF. OHMG SUPPORTS OUR CARE TEAMS WITH STATE-OF-THE ART EQUIPMENT TO PROVIDE OUR PATIENTS WITH ADVANCED MEDICAL TREATMENT. 57088001 true true false false false false false false false false true false false false true true false true false false false false false false false false false true false true false false false false false false false false true false false false false true true true false false true 49 0 true 613 true false false false false false false false false false false X 8 3 false false true false true true true true true false false false true true true true true false true false KY X JOHN HACKBARTH 2704174814 1201 Pleasant Valley Road OWENSBORO KY 42303 Heath Ed 30.0 10.0 X 231008 0 35264 Hackbarth John 3.0 47.0 X X 0 423423 44068 Strahan Greg 3.0 47.0 X 0 562898 53450 Carpenter Jeff 3.0 3.0 X X Mathew Roshan MD 40.0 0.0 X 1020693 0 82597 Nunley Deborah 3.0 3.0 X Wells Jack 3.0 3.0 X Yeiser Adrian MD 40.0 0.0 X 298653 0 60206 Smith G Ted 3.0 3.0 X 0 0 0 Poynter Gerald 3.0 3.0 X 0 0 0 Barber Jeffrey 4.0 46.0 X 0 912715 80813 Mercer Albert B MD 40.0 0.0 X 937595 0 72596 Garimella Satya V MD 40.0 0.0 X 743896 0 89245 Scarbrough Todd J MD 40.0 0.0 X 648474 0 52915 Filbeck Jefrey K MD 40.0 0.0 X 638680 0 82097 Havelda Christopher J MD 40.0 0.0 X 610660 0 50666 5129659 1899036 703917 70 false true false VIP IMAGING PSC 2342 INDIAN LAKE DRIVE EVANSVILLE IN 47725 MEDICAL IMAGING SVC 512844 SANTA FE RADIATION ONCOL 2207 CALLE CACIQUE SANTA FA NM 87505 PHYSICIAN SERVICE 483944 THE LIVINGSTON GROUP 1425 TRIPLETT STREET OWENSBORO KY 42303 JANITORIAL SERVICE 442446 WEATHERBY LOCUMS INC PO BOX 972633 DALLAS TX 75397 PHYSICIAN SERVICE 311284 GLA COLLECTION COMPANY PO BOX 7728 LOUISVILLE KY 40257 Collection Service 196208 13 536871 390789 536871 Patient Service Revenue 621111 36473995 36473995 36473995 166 166 0 0 3289830 2454754 835076 0 835076 509396 325680 12059 -12059 -12059 -12059 0 0 170364 117198 53166 53166 Membership Revenue 611420 2884247 2884247 RELATED COLLECTION FEES 623990 2218751 2218751 HEALTH FAIR REVENUE 624110 88027 88027 1609593 1609593 6800618 44687833 43784009 366953 242000 242000 0 0 0 1728419 1462147 266272 0 35215777 32958137 2257640 0 5408857 4888656 520201 1844667 1677193 167474 2406867 2282215 124652 0 0 0 0 0 3411871 3180344 231527 236330 235701 629 417843 385437 32406 0 0 2449248 2371184 78064 177070 160396 16674 0 0 3283 3283 0 1519751 1508761 10990 274624 274624 MEDICAL SUPPLIES 3259868 3259868 BAD DEBT 1860124 1860124 License Fees 59178 54638 4540 DUES 50500 46816 3684 276869 236477 40392 60843146 57088001 3755145 0 795250 802585 3682714 1166071 0 0 3552069 3368142 0 0 0 0 0 0 123559 67113 87447 107717 62045730 29865463 30346744 32180267 0 0 0 0 -1062418 0 1397830 1419259 59637 48369 38982832 39159523 1141065 1987823 0 0 187632 250562 0 0 0 0 0 0 0 0 0 0 46395361 64725872 47724058 66964257 X -8741226 -27804734 0 0 0 0 -8741226 -27804734 38982832 39159523 X -16155313 -2908195 X false true X true false X 259616 187918 188403 244054 536871 1416862 25202738 29200897 37290980 39908209 43274613 174877437 72184 78897 80123 66917 170364 468485 0 0 25534538 29467712 37559506 40219180 43981848 176762784 0 0 0 176762784 3065838 3096569 3026371 3313046 3290162 15791986 0 3065838 3096569 3026371 3313046 3290162 15791986 0 0 28600376 32564281 40585877 43532226 47272010 192554770 0.91799 0.90883 0.08201 0.09117 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 957116 957116 52313257 23810683 28502574 8158709 6054780 2103929 616648 616648 32180267 0 Intercompany Payables 64675627 Deferred Revenue Intercompany 30000 Security Deposit - MOB 20245 64725872 Fin 48 (ASC 740) Footnote FORM 990, SCHEDULE D, PART X, Line 2 The system APPLIES FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740 (TOPIC 740), ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. TOPIC 740 CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAX POSITIONS AND PROVIDES GUIDANCE ON WHEN TAX POSITIONS ARE RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND HOW THE VALUES OF THESE POSITIONS ARE DETERMINED. THERE HAS BEEN NO IMPACT ON the system'S CONSOLIDATED FINANCIAL STATEMENTS AS A RESULT OF TOPIC 740. true DAVIESS CO BOARD OF EDUCATION P O BOX 21510 OWENSBORO KY 42304 616001338 501 (c) (3) 142000 Funding for Nurses for local schools Funding for Nurses for local schools OWENSBORO PUBLIC SCHOOLS P O BOX 249 OWENSBORO KY 42302 616001339 501 (c) (3) 100000 FUND NURSES FOR LOCAL SCHOOLS 2 Description of Organization's Procedures for Monitoring the Use of Grants form 990, schedule i, part I, line 2 COMMUNITY SUPPORT SCHOOL NURSING PROGRAM AS PART OF owensboro health medical group, inc.'S COMMUNITY SUPPORT, NURSES ARE PROVIDED TO ASSURE THAT LOCAL SCHOOLS PROVIDE CARE NEEDED TO MAINTAIN A HEALTHY STUDENT POPULATION. false true false false false false false true false Barber Jeffrey 0 604913 0 178021 0 129781 0 64591 0 16222 0 993528 0 0 Heath Ed 176610 0 53021 0 1377 0 18150 0 17114 0 266272 0 0 0 Hackbarth John 0 310735 0 92733 0 19955 0 27982 0 16086 0 467491 0 0 Strahan Greg 0 391289 0 114598 0 57012 0 41822 0 11628 0 616348 0 0 Mathew Roshan MD 867517 0 152366 0 810 0 66691 0 15906 0 1103290 0 0 0 Yeiser Adrian MD 273298 0 25000 0 355 0 45102 0 15104 0 358859 0 0 0 Mercer Albert B MD 758439 0 176835 0 2322 0 61190 0 11406 0 1010191 0 0 0 Garimella Satya V MD 523376 0 219710 0 810 0 74108 0 15138 0 833142 0 0 0 Scarbrough Todd J MD 647934 0 0 540 0 42374 0 10542 0 701390 0 0 0 Filbeck Jefrey K MD 0 0 638140 0 540 0 67247 0 14850 0 720777 0 0 0 Havelda Christopher J MD 605633 0 1463 0 3564 0 39990 0 10676 0 661326 0 0 0 Supplemental Compensation Information form 990, schedule j, part i, line 3 Owensboro Health Medical Group, Inc. RELIES ON THE COMPENSATION PRACTICES OF A RELATED ORGANIZATION TO DETERMINE TOP MANAGEMENT OFFICIAL'S COMPENSATION. Supplemental Compensation Information FORM 990, SCHEDULE J, PART I, LINE 4B Owensboro Health Medical Group, Inc. HAS A 457F DEFERRED COMPENSATION PLAN THAT ALLOWS EMPLOYEES TO CONTRIBUTE MONEY ON A PRE-TAX BASIS INTO INVESTMENTS THAT PROVIDE KEY EMPLOYEES WITH A RETIREMENT BENEFIT. PAYMENTS INTO THE PLAN ARE BASED ON BASE ANNUAL PAY (15% FOR THE CEO AND 12% FOR OTHER EXECUTIVES), NO BONUSES OR REIMBURSED EXPENSES ARE TAKEN INTO ACCOUNT WHEN APPLYING PERCENTAGE. IF THE INDIVIDUAL STARTED IN THE MIDDLE OF THE YEAR, PAYMENTS ARE ONLY MADE FOR THE TIME THAT APPLIES. PARTICIPANTS ARE VESTED AFTER 5 YEARS. 457F PLAN EMPLOYER CONTRIBUTIONS TO EXECUTIVES (NONTAXABLE): JOHN HACKBARTH $37,543 ; GREG STRAHAN $46,271 ; EDWARD E. HEATH $22,885 DESCRIPTION: BONUS PROGRAM DESIGNED TO FOCUS ON THE ACCOUNTABILITY OF ALL EMPLOYEES TO INFLUENCE THE FINANCIAL, QUALITY, PATIENT SATISFACTION AND EMPLOYEE DEVELOPMENT GOALS AND TO REINFORCE THE OMHS CORE COMMITMENTS. Supplemental Compensation Information FORM 990, SCHEDULE J, PART I, LINE 7 THE SUCCESS SHARING PLAN IS A PROGRAM DESIGNED TO FOCUS ON THE ACCOUNTABILITY OF ALL EMPLOYEES TO INFLUENCE THE FINANCIAL, QUALITY, PATIENT SATISFACTION AND EMPLOYEE DEVELOPMENT GOALS, AND TO REINFORCE THE OH CORE COMMITMENTS (RESPECT, INTEGRITY, INNOVATION, SERVICE, EXCELLENCE AND TEAMWORK) WHILE WORKING TO ACHIEVE THESE GOALS. THE PLAN ACHIEVES THIS BY PROVIDING A DIRECT LINK BETWEEN ACHIEVEMENT OF ORGANIZATIONAL OBJECTIVES AND THE TOTAL COMPENSATION OF THOSE WHOSE DECISIONS AND ACTIONS ARE ACCOUNTABLE FOR THE OUTCOMES WHICH DRIVE THE ORGANIZATION'S SUCCESS. ELIGIBILITY IS BASED ON HOURS WORKED IN THE YEAR; STAFF EMPLOYEES ARE PAID A PRO-RATED AMOUNT OF A DOLLAR MAXIMUM, MANAGEMENT IS PAID A FIXED PERCENTAGE OF ANNUAL SALARY BASED ON LEVEL OF MANAGEMENT. PAYMENT IS PREDICATED ON BOARD APPROVAL. X 12 390789 FMV 0 false true false volunteers FORM 990, PART I, QUESTION 6 VOLUNTEER SERVICES SUPPORT THE MISSION AND GOALS OF Owensboro Health Medical Group, Inc. BY PROVIDING ADDITIONAL CLERICAL WORK WHEN NEEDED. Significant changes to governing documents Form 990, part VI, question 4 Effective June 1, 2013 Cooperative health Services, Inc. changed its name to Owensboro Health Medical Group, Inc. DESCRIPTION OF CLASSES OF MEMBERS OR STOCKHOLDERS FORM 990, PART VI, QUESTION 6 THE SOLE MEMBER OF Owensboro Health Medical Group, Inc. IS OWENSBORO HEALTH, INC. DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS FORM 990, PART VI, QUESTION 7A OWENSBORO HEALTH, INC., AS THE SOLE MEMBER, HAS THE RIGHT TO NOMINATE, APPOINT AND ELECT THE DIRECTORS OF OWENSBORO HEALTH MEDICAL GROUP, INC. IN ACCORDANCE WITH THE BY-LAWS. DSCR CLASSES OF PERSONS, DECISIONS REQUIRING APPR & TYPE OF VOTING RIGHTS FORM 990, PART VI, QUESTION 7B THE FOLLOWING ACTS REQUIRE THE APPROVAL OF THE SOLE MEMBER, OWENSBORO HEALTH, INC.: (1) THE ADMISSION OF ANY MEMBER TO THE CORPORATION; (2) A MERGER, CONSOLIDATION, CORPORATE RESTRUCTURES OR OTHER SIMILAR ACTION; (3) THE DISSOLUTION OF THE CORPORATION; (4) ANY CHANGE OF NAME OF THE CORPORATION; AND (5) ANY MATTER CONCERNING WHICH KENTUCKY STATUTES SPECIFICALLY ALLOW FOR MEMBERS WITH VOTING RIGHTS TO VOTE. DSCR THE PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW 990 FORM 990, PART VI, QUESTION 11B THE RETURN IS REVIEWED BY JOHN HACKBARTH (CFO), RUBY JACILDO (CONTROLLER), AND RENEE ORANGE (ACCOUNTING MANAGER) BEFORE IT IS SIGNED. THE CFO INFORMS THE GOVERNING BODY THAT THE 990 IS FILED AND THAT A COPY IS AVAILABLE UPON REQUEST AND/OR GUIDESTAR WEBSITE. DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST FORM 990, PART VI, QUESTION 12C UNDER OUR CONFLICT OF INTEREST POLICY (#100-214), EACH BOARD DIRECTOR, OFFICER AND MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWER IS REQUIRED ANNUALLY TO COMPLETE THE FOLLOWING; (1) CONFIDENTIALITY STATEMENT, (2) DISCLOSURE CERTIFICATE, (3) INDEPENDENCE AND RELATED PARTY QUESTIONNAIRE. THESE DISCLOSURES ARE REVIEWED AND RETAINED BY THE CHIEF LEGAL OFFICER, WHO IS ALSO IN THE APPROVAL CHAIN FOR ALL Owensboro health, inc. CONTRACTS. ALL COMPLETED CONTRACTS ARE MAINTAINED BY THE LEGAL OFFICE IN A SEARCHABLE DATABASE (THROUGH MEDITRACT). THESE WILL BE REVIEWED AND MAINTAINED BY THE COMPLIANCE OFFICER. THE COMPLIANCE OFFICER ALSO HAS ACCESS TO THE CONTRACT'S DATABASE AND COMPLETES AN OIG SANCTION CHECK FOR NEW CONTRACTs. ONCE THE CONFLICT OF INTEREST DATA HAS BEEN COLLECTED, NEW CONTRACTS WILL BE SCREENED FOR POTENTIAL CONFLICTS OF INTEREST. IN ADDITION, Owensboro health, Inc. MAINTAINS A COMPLIANCE HOTLINE THROUGH WHICH ANYONE WITH KNOWLEDGE OF A CONFLICT OF INTEREST OR IMPROPER VENDOR RELATIONSHIP CAN ANONYMOUSLY REPORT SUSPECTED VIOLATIONS OF Owensboro Health, inc.'s POLICY. ON THOSE INDIVIDUALS FOUND TO HAVE A CONFLICT OF INTEREST, EMPHASIS IS MADE THAT THEY MAINTAIN IN CONFIDENCE ANY INFORMATION, KNOWLEDGE, OR DOCUMENTS ACQUIRED AS THE RESULT OF THEIR POSITION OR ATTENDANCE. Owensboro health, Inc. ENSURES THAT WE ARE COMPLIANT WITH EXCISE TAX UNDER IRC. OFFICES & POSITIONS FOR WHICH PROCESS WAS USED, & YEAR PROCESS WAS BEGUN FORM 990, PART VI, QUESTION 15B TOTAL COMPENSATION IS THE SUM OF EACH EXECUTIVE'S BASE SALARY, INCENTIVE OPPORTUNITY, BENEFITS, AND PERQUISITES. 1. OUR TOTAL COMPENSATION PHILOSOPHY WILL APPLY TO ALL EXECUTIVES OF THE ORGANIZATION. 2. CASH COMPENSATION AND BENEFITS PLANS PROVISIONS WILL BE, ON AVERAGE, COMPETITIVE WITH THOSE HEALTHCARE ORGANIZATIONS WITHIN WHICH WE COMPETE FOR EXECUTIVE TALENT. OUR LABOR MARKET IS DEFINED AS SUCCESSFUL AND COMPARABLY SIZED HEALTHCARE ORGANIZATIONS ON A NATIONAL LEVEL. SUCCESS IS MEASURED IN TERMS OF FINANCIAL AND OPERATIONAL PERFORMANCE AND MARKET LEADERSHIP. 3. COMPETITIVE POSITIONING OF BASE SALARIES, AS REFLECTED BY THE SALARY RANGE MIDPOINTS, WILL BE AT THE 50TH PERCENTILE. EXECUTIVES MAY BE PLACED ABOVE OR BELOW THE SALARY RANGE BASED ON THE: EXECUTIVE'S KNOWLEDGE, COMPETENCIES, AND EXPERIENCE, PERFORMANCE OF THE EXECUTIVE'S AREA OF RESPONSIBILITY, THE EXECUTIVE'S CONTRIBUTION TO THE ORGANIZATION'S OVERALL PERFORMANCE, INTERNAL EQUITY CONSIDERATIONS, THE FINANCIAL RESOURCES AVAILABLE AND, EXECUTIVE BASE SALARY INCREASES PROVIDED IN THE COMPETITIVE MARKET. 4. ANNUAL INCENTIVE OPPORTUNITIES WILL BE POSITIONED BETWEEN THE 50TH AND 75TH PERCENTILE DEPENDING ON THE DEGREE TO WHICH PERFORMANCE GOALS ARE MET OR EXCEEDED. TOTAL CASH COMPENSATION, AS REFLECTED BY BASE SALARIES AND ANNUAL INCENTIVES, WILL ALSO BE POSITIONED BETWEEN THE 50TH AND 75TH PERCENTILES AND WILL BE INFLUENCED BY PERFORMANCE RESULTS AS MEASURED AGAINST ESTABLISHED GOALS. 5. THE ORGANIZATION WILL PROVIDE APPROPRIATE AND COMPETITIVE SUPPLEMENTAL BENEFITS AND PERQUISITES DELIVERED IN A FLEXIBLE STRUCTURE TO ALLOW FOR INDIVIDUAL CHOICE AND BASED ON THE ORGANIZATION'S MISSION AND BUSINESS NEEDS. 6. OUR EXECUTIVE COMPENSATION PLAN WILL BE DESIGNED, MANAGED AND MAINTAINED IN A MANNER THAT WILL: SUPPORT AND COMPLEMENT OUR MISSION, MANAGEMENT PHILOSOPHY, SHORT- AND LONG-TERM BUSINESS STRATEGIES, AND EMPLOYEE RELATION'S GOALS. ATTRACT AND RETAIN EXECUTIVES WITH THE RIGHT SKILLS, ABILITIES AND MOTIVATION TO ACHIEVE OUR BUSINESS OBJECTIVE. ENSURE THE EXECUTIVE TOTAL COMPENSATION IS REASONABLE AND COMPETITIVE. 7. OUR CASH COMPENSATION AND BENEFITS PLANS WILL BE REVIEWED AND ADJUSTED PERIODICALLY TO MEET THE CHANGING BUSINESS AND ORGANIZATIONAL CHARACTERISTICS OF OUR ORGANIZATION AND ITS EXECUTIVE STAFF. THE COMPENSATION OF EACH INDIVIDUAL EXECUTIVE WILL BE REVIEWED AND APPROVED IN A MANNER CONSISTENT WITH THE INTERMEDIATE SANCTION TAX REGULATIONS. Availability of government documents, conflict of interest policy & fin statements to general public FORM 990, PART VI, QUESTION 19 DOCUMENTS AND POLICIES ARE MADE AVAILABLE UPON REQUEST. RECONCILIATION OF NET ASSETS FORM 990, PART XI, QUESTION 9 Moved Investment in OMCL to owensboro health, inc. and Cardio to owensboro health medical group, inc., and the amount also includes small error suspense balance for 2,907,781 and 414 respectively. FOUNDATION FOR HEALTH INC 1201 Pleasant Valley Road OWENSBORO KY 42303 611251763 HEALTHCARE KY 501(C)(3) 7 OH true OWENSBORO HEALTH Inc 1201 Pleasant Valley Road OWENSBORO KY 42303 611286361 HEALTHCARE KY 501(C)(3) 3 NA false Owensboro AM SR Fac 75-2184992 1000 BRKRG OWENSBORO KY 42303 752184992 SURGERY CENTEr KY NA n/a false false OWENSBORO MEDICAL CENTER LABORATORY INC 1201 Pleasant Valley Road OWENSBORO KY 42303 610999592 MED LABORATOR KY NA C CORP 3270314 439754 1.00000 true false false true false false false false false false false true false false false false false true true false Foundation for Health Inc C 146082 Cash Foundation for Health Inc C 390789 FMV