2012-11-13T15:53:11-06:00 2011-12-31 ERNST & YOUNG US LLP 55 IVAN ALLEN BOULEVARD SUITE 1000 ATLANTA GA 30308 990 2011-01-01 590624462 Morton Plant Hospital Association Inc % Carl Tremonti MORT 7274627878 PO Box 210 Clearwater FL 33757 CARL TREMONTI 2012-11-08 4048748300 2011 2016-02-24 21:20:13Z Glenn Waters PO Box 210 Clearwater FL 33757 574714110 false X www.mortonplant.com X 1919 FL Morton Plant Hospital Association will improve the health of all we serve through community-owned health care services that set the standard for high-quality compassionate care. 22 14 3965 1208 3734976 -316366 9049032 10603737 524822122 558705604 246563 200993 3501022 5170390 537618739 574680724 4501900 4975238 0 0 177900809 190193377 0 0 0 307304930 312953861 489707639 508122476 47911100 66558248 629094467 678628559 57610267 58171539 571484200 620457020 Morton Plant Hospital association will improve the health of all we serve through community-owned health care services that set the standard for high-quality, compassionate care. false false 418583766 4975238 561126086 Morton Plant Hospital Association, Inc. (MPHA) is a full-service 913-bed community hospital. During 2011, MPHA provided inpatient care to 33,352 patients, treated 105,839 patients in the emergency department, and delivered 2,501 babies. Through efforts of the medical assistance program and the hospital's charity care program MPHA saw a net community benefit expense of $25.6 million. The hospital also provided other community services totaling more than $2.5 million. Some of the programs included Supportive Housing Overlay Program, Turley Family Health Center, Faith Community Nursing, and Indigent Diabetic Patient Follow-up Program. Refer to Schedule H for additional information. 418583766 true true false true false false false false false false true false false true true false false true false false false false false false false false true true true false true false false false false false false false true false false false false false true true true false false true 486 0 true 3965 true true true false false false false false false false false false X 22 14 true false false false true true true true true false false true true true true true true true true true true X Carl Tremonti 7274627176 1240 S Ft Harrison Ave Clearwater FL 33756 X GLENN WATERS 1.0 X X 0 1010668 155126 MAHESH AMIN 1.0 X X 0 0 0 ED ARMSTRONG 1.0 X X 0 0 0 RICHARD BEKESH 1.0 X 0 0 0 ALAN BOMSTEIN 1.0 X 0 0 0 JAMES CANTONIS 1.0 X 0 0 0 V RAYMOND FERRERA 1.0 X 0 0 0 WILLIAM HORNE 1.0 X X 0 0 0 JIM HUGUET 1.0 X 0 0 0 LONNIE KLEIN 1.0 X 0 0 0 ODALYS LARA 1.0 X 0 0 0 ROBERT MCGIVNEY 1.0 X X 0 0 0 LARRY MORGAN 1.0 X 0 0 0 GARY MOSKOVITZ 1.0 X 0 0 0 THOMAS NASH 1.0 X 0 0 0 GAIL WRIGHT 1.0 X 0 0 0 STEPHEN MASON 1.0 X 0 3128039 25026 MARC BOWMAN 1.0 X 0 0 0 DEWEY MITCHELL 1.0 X 0 0 0 NANCY RIDENOUR 1.0 X 0 0 0 STEPHANIE VANZANDT 1.0 X 0 0 0 THOMAS WHIDDON 1.0 X 0 0 0 CARL TREMONTI 1.0 X 0 368020 39913 ROBERT LYNCH 45.0 X 201732 0 15635 DIANA SHAND-KREIDLER 45.0 X 186576 0 21690 HARREL ZIECHECK 1.0 X 0 527888 19244 THOMAS DORIA 45.0 X 186086 0 13134 PATRICIA SAVITSKY 45.0 X 176948 0 9382 SHANNON HANCOCK 45.0 X 155748 0 20432 ENVERA CELO 45.0 X 161798 0 15746 TERRY KARFONTA 45.0 X 159914 0 16474 PETER BLUMENCRANZ 1.0 X 0 702984 13683 1228802 5737599 365485 80 true true false BAY LINEN INC 11525 47TH ST NORTH CLEARWATER FL 33762 LAUNDRY SERVICES 2949407 AEGIS THERAPIES INC PO BOX 8103 FORT SMITH AR 72902 THERAPY SERVICES 2863238 BRASFIELD GORRIE LLC 200 COLONIAL PKY LAKE MARY FL 32746 CONSTRUCTION SVCS 2378345 UNIV OF SOUTH FLORIDA 12901 BRUCE B DOWNS BLVD TAMPA FL 33612 PHYSICIAN SERVICES 1850398 CREATIVE CONTRACTORS INC 620 DREW ST CLEARWATER FL 34615 CONSTRUCTION SVCS 7011519 68 3539216 1338086 5726435 10603737 HOSPITAL PATIENT CARE 621999 272374997 268656666 3718331 MEDICARE/MEDICAID NET REVENUE 621999 284832446 284832446 RENTAL INCOME FROM AFFILIATES 531120 1498161 1498161 558705604 204179 204179 0 0 739375 739375 739375 739375 30200 33386 -3186 -3186 -3186 0 0 0 MISCELLANEOUS 621999 2208660 2192015 16645 CAFETERIA 722310 2010533 2010533 COMMUNITY AFFAIRS 523000 211822 211822 4431015 574680724 557391110 3734976 2950901 4975238 4975238 0 0 0 425633 425633 0 160111690 159754566 357124 5444158 5432015 12143 12911879 12883079 28800 11300017 11276621 23396 0 389485 389485 0 0 0 0 21315329 19734602 1580727 736544 710144 26400 8749978 5164249 3585729 455693 443656 12037 0 12682738 12494843 187895 405944 157450 248494 0 0 6823465 6823465 0 32080107 32020226 59881 4874823 4874823 MEDICAL SUPPLIES 96557311 96554175 3136 MANAGEMENT FEES 76277171 76277171 BAD DEBT EXPENSE 33085554 33085554 ASSESSMENTS 6208943 6208943 12310776 10439307 1871469 508122476 418583766 89538710 0 161061 6625 0 0 0 0 61778102 63249458 0 0 0 0 2146544 2711734 8421023 8751049 1876838 2030715 597379596 302951104 285337451 294428492 1615 462 0 0 4790118 5211056 14421178 14371179 250160537 287867789 629094467 678628559 24257795 24572315 0 0 5676878 2438224 0 0 0 0 0 0 4669564 4246184 0 0 23006030 26914816 57610267 58171539 X 571482585 620150382 1615 306638 0 0 571484200 620457020 629094467 678628559 X 66558248 -17585428 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 3136 3136 false Part II-B, Line 1i Dues were paid to the National Association of Psychiatric Health Systems and the Florida Health Care Association, the associations use a portion of the dues to conduct lobbying activities. 30490098 30490098 358731191 152740711 205990480 6671142 2954811 3716331 192539776 147255582 45284194 8947389 8947389 294428492 DEPOSITS 169475 PPD PHYSICIAN RECRUITMENT LT 146339 DUE FROM AFFILIATES 287551975 287867789 0 ESTIMATED THIRD PARTY SETTLEMENTS 26493532 DEPOSITS 18567 ASSET RETIREMENT OBLIGATION ST 165000 ASSET RETIREMENT OBLIGATION LT 237717 26914816 574680724 508122476 66558248 -13231599 -4877302 -18108901 48449347 554721547 554721547 19959177 19959177 574680724 506272197 506272197 1850279 1850279 508122476 Schedule D Supplemental Information Schedule D, Part XI, Line 8 Contributions in net assets ($4,877,302) Schedule D, Part XII, Line 4b Contributions in net assets $4,877,302 Unrealized loss on swaps $13,231,596 Revenues netted with expenses $1,850,279 Total $19,959,177 Schedule D, Part XIII, Line 4b Revenues netted with expenses $1,850,279 true true X true X 250. false true true true false true true 2 24814 24057737 1269905 22787832 0.04800 2 41256 50501053 47970400 2530653 0.00530 2 220 269692 28135 241557 0.00050 6 66290 74828482 49268440 25560042 0.05380 39 20103 358255 358255 0.00080 6 100 1991151 1991151 0.00420 2 129515 129515 0.00030 20 207 63081 63081 0.00010 67 20410 2542002 2542002 0.00540 73 86700 77370484 49268440 28102044 0.05920 true 32569390 17372881 143172731 155377041 -12204310 X true true 2 1 MORTON PLANT HOSPITAL

300 PINELLAS STREET CLEARWATER FL 33756

X X X X 2 MORTON PLANT NORTH BAY HOSPITAL

6600 MADISON STREET NEW PORT RICHEY FL 34652

X X X MORTON PLANT HOSPITAL 1 true true 250. false true X X X X X X X true true X X X X true X X true X X X X X X true X false false MORTON PLANT NORTH BAY HOSPITAL 2 true true 250. false true X X X X X X X true true X X X X true X X true X X X X X X true X false false 2 BARDMOOR EMERGENCY ROOM

8839 BRYAN DAIRY RD LARGO FL 33777

ER - 24 HOURS MORTON PLANT REHAB CENTER

400 CORBETT STREET BELLEAIR FL 33756

REHAB FACILITY Part I Line 3c Patients who are uninsured or underinsured and cannot pay for hospital services are eligible for charity consideration. These patients are screened by designated team members in our Financial Assistance Department. The Agency for Health Care Administration (AHCA) defines charity eligibility at 200 percent of the federal poverty guidelines, unless the total hospital bill is more than 25 percent of the patient's annual income. Medicaid recipients who have exceeded their coverage limits are also considered for charity care. Morton Plant Hospital Association, Inc goes above and beyond the AHCA requirements by providing additional "hardship" charity for patients who are at 250 percent of the federal poverty guidelines. In addition, an uninsured discount of 40% is given to any patient who does not have insurance coverage or benefits. There is no income or asset test required for the uninsured discount. Patients receive an additional 10% discount if the account is paid within 30 days. Part I Line 6a Part I Line 7 Financial assistance and means-tested government programs costs (lines A through D) are determined using our cost accounting system, which captures all inpatients and outpatients, including emergency room patients. The system also captures all patient pay types - private insurance, Medicare, Medicaid, uninsured and self pay. The costs have been offset by any payments received from Medicaid or any other uncompensated care program. Other benefits at cost (lines E through J, as well as amounts reported in Part II) were compiled by the community health department using the Catholic Health Association guide for planning and reporting community benefits. Part I Line 7 Column f Bad Debt expense of $33,085,554 was included on form 990, Part IX, Line 25, Column (a), but subtracted for purposes of calculating the percentage in this column. Part III Line 4 The organization's financial statements do not include a footnote directly on bad debt expense. Bad debt expense is reported as total bad debt for the facility. The amount of bad debt expense attributable to patients eligible for financial assistance is calculated as a charge ratio, derived from data sampling. The resulting charge ratio is then applied to total bad debt accounts of the organization, which calculates the bad debt attributable to finance assistance. The state of Florida requires the patient to provide certain documentation in order to qualify for financial assistance. In cases where the patient has not responded to hospital requests or billing statement alerts, those accounts are processed as bad debt, if unpaid. Part III Line 8 Cost reports were used to report Medicare allowable costs. Medicare defines allowable costs as those appropriate and helpful in developing and maintaining the operation of patient care facilities and activities. It specifically excludes certain costs that are not directly related to patient care. The hospital incurs additional expense related to the provision of care to Medicare patients that Medicare has deemed non-allowable. This additional expense includes costs of physician services (emergency on-call fees, hospitalist program, recruitment, etc.), advertising costs, cafeteria costs for meals sold to visitors, etc. The hospital attempts to collect coinsurance and deductibles from Medicare beneficiaries. To the extent collection efforts are unsuccessful, Medicare reimburses the hospital at 70% of unpaid amounts. The following table reconciles the surplus or shortfall from Line 7 to the actual surplus or shortfall. The additional costs were allocated to Medicare based upon Medicare's percentage of total allowable costs. The unpaid coinsurance/deductibles were estimated using historical collection results. Line 7 Surplus or (Shortfall) ($12,204,310) Additional non-allowable costs and unpaid/non-reimbursed coinsurance/deductibles ($13,487,598) Total Surplus or (Shortfall) ($25,691,908) Part III Line 9b Patients who are unable to pay are encouraged by BayCare Health System representatives, via personal interviews, signage, patient billing mailers, brochures or Customer Service phone calls, to submit financial information to the Financial Assistance Department to determine eligibility for programs, such as County, Medicaid, Disability, Victims of Crime, Charity, etc. For those patients who provide all the necessary documentation and qualify for charity according to the Financial Assistance policy, (defined in Part I, line 3c), patients' account would be written off completely to charity and not billed to the patients. Part V Section B Line 10 An uninsured discount of 40% is given to any patient who does not have insurance coverage or benefits. There is no income or asset test required for the uninsured discount. Patients receive an additional 10% discount if the account is paid within 30 days. Part V Section B Line 19d Patients who are uninsured or underinsured and cannot pay for hospital services are eligible for charity consideration. These patients are screened by designated team members in our Financial Assistance Department. The Agency for Health Care Administration (AHCA) defines charity eligibility at 200 percent of the federal poverty guidelines, unless the total hospital bill is more than 25 percent of the patient's annual income. Medicaid recipients who have exceeded their coverage limits are also considered for charity care. Morton Plant Hospital Association, Inc. goes above and beyond the AHCA requirements by providing additional "hardship" charity for patients who are at 250 percent of the federal poverty guidelines. Once a patient is identified as eligible for financial assistance their account balance is written off 100% to charity write-offs and are no longer billed for services provided. 2 - Needs assessment Morton Plant Hospital Association, Inc. is committed to meeting the needs of the community it serves. Our quality philosophy is modeled around understanding our customers' needs in the communities it serves. Morton Plant Hospital Association, Inc. addresses community health status assessments by accessing existing third party databases profiling health status information for geographies it serves. The assessments provide a profile of health status indicators in comparison to state averages and, if available, national benchmarks. In addition, Morton Plant Hospital Association, Inc. conducts physician community need studies that outline physician deficits by specialty for the geographic area served. Studies are also conducted to identify gaps in geographic access to services such as primary care, outpatient services and inpatient services. All of the above processes occur on an ongoing basis to assist Morton Plant Hospital Association, Inc. in developing initiatives and programs/services to address identified health care need in the communities it serves. 3 - Patient education of eligibility for assistance Morton Plant Hospital Association, Inc Financial Assistance team members are dedicated to assisting patients in obtaining assistance through federal, state and local government programs or through the Morton Plant Hospital Association, Inc financial assistance policy. Signage and brochures are available, as well as team members whose full responsibility is to assist patients in the emergency room and on inpatient units. The Financial Assistance team interviews patients for all available programs, assists the patients in completing applications to government agencies and for hospital charity care, advises patients regarding available community resources for health care, reviews and approves patient requests for charity care, and provides education and support to the patient throughout the assistance process. In addition to the aforementioned comprehensive process, Morton Plant Hospital Association, Inc also informs and educates patients who may be billed for patient care, but may be eligible for charity or other programs, via patient billing mailers and customer service representative calls. The goal in using these various means is to effectively communicate with the entire patient population so they are informed and educated about their eligibility for assistance. 4 - Community information Morton Plant Hospitals is in a suburban setting serving parts of Pasco and Pinellas counties. The average income is lower than both the state and national averages. The population served is predominantly Caucasian and high-school or higher educated. Hispanics are the second largest ethnic group representing 8% of the population and 13% of households are poverty level. Morton Plant Hospitals are part of BayCare Health System that serves west central Florida. The area served by Morton Plant Hospitals has 13 hospitals with 6 being Not-for Profit. There are 6 federally designated medically underserved areas in Morton Plant Hospitals' service area. With the service area expanding and the over 65 population expected to grow 12% in the next five years, the health care needs of our service area are expanding and changing. The population served by Morton Plant Hospitals is expected to grow 2% in the next 5 years. This expected growth is less than half the expected growth rate for the United States. However, the population Age 55+ is expected to grow 18% in the next 5 years. The community experiences higher incidence rates compared to the state of Florida in the following areas: adults with asthma, HIV cases, AIDs cases, adults with high blood cholesterol, melanoma, asthma hospitalization, adult smokers, domestic violence, fully immunized kindergarteners and sexually transmitted diseases. Based on Florida inpatient discharge data for the period of 07/01/10-06/30/11, the payor mix for the geographic area consists of 54.6% Medicare/Medicare HMO, 13.5% Medicaid/Medicaid HMO, 21.2% Commercial Insurance, 7.3% Self-pay, and 3.4% Other. 5 - Promotion of community health (part 1) Morton Plant Hospital Association, Inc. The history of Morton Plant Hospital Association began in 1916 when Morton F. Plant responded to the lack of hospitals and medical care in the area by helping the community raise funds needed to open a 20-bed hospital. Morton Plant North Bay Hospital opened in 1965 in New Port Richey, Florida and was subsequently acquired by Morton Plant Hospital Association, Inc. Today, Morton Plant Hospital Association continues in that same philosophy of improving the health of the community with two hospitals that set the standard for high-quality, compassionate care - Morton Plant in Clearwater, Florida and Morton Plant North Bay in New Port Richey, Florida. Services are provided through more than 7,300 Morton Plant Mease employees and 1,179 board-certified physicians. 2011 Overview Morton Plant Hospital In 2011, Morton Plant Hospital prepared to continue its mission of improving the health of the community with new facilities. Morton Plant Hospital opened the new Axelrod Pavilion, a four-story building with the goal of creating a center that offers leading edge medical diagnostics and services in an environment that promotes healing and comfort. The center is home to imaging services, diagnostic services, comprehensive breast cancer services and cancer treatment, some of which are provided by entities affiliated with Morton Plant Mease. Morton Plant Hospital's heart care continues to be nationally recognized. Morton Plant was the only hospital in the country to be recognized 13 times as a top hospital for heart care, after Thomson Reuters selected Morton Plant in its annual study identifying the top 50 U.S. hospitals. The Society for Thoracic Surgeons awarded Morton Plant Hospital's heart surgery program with its prestigious overall three-star rating for the third time. Improving Access to the Diagnosis of Breast Cancer-To expand access to comprehensive and timely diagnosis of breast cancer, Morton Plant Mease opened a third location of the Susan Cheek Needler Breast which offers an integrated network of comprehensive breast health services that are focused on the needs and concerns of all women. tranquil atmosphere, upgraded amenities and comfortable women's only waiting areas. Located at the Trinity Outpatient Center, the facility brings specialized breast cancer diagnostic services to the Pasco County area. A full range of diagnostic tests including mammograms, ultrasound and biopsies are performed at the center. Master Site Plan--In 2011, Morton Plant began developing a comprehensive master site plan to create a seamless facility design that ties together the existing inpatient buildings for the almost 100-year-old hospital campus. Anticipated to begin in 2012, the new design will offer improved patient access and navigation, better alignment of resource utilization and efficiencies, larger operating suites, flexibility in future planning and additional space for ancillary departments and storage. Excellence in Supporting New Mothers--Morton Plant Hospital's work in offering support and education to breast feeding mothers through classes and support groups was recognized with the Care Award from the International Board of Lactation Consultant Examiners and International Lactation Consultant Association. Project Boost Morton Plant Hospital was one of only 24 hospitals across the country selected to participate in Project BOOST, a program offered through the Society of Hospital Medicine to lower the number of patients being re-admitted to a hospital for the same condition or ailment within 30 days of discharge. Since 2008, Morton Plant has been consistently working with a multidisciplinary team to improve the discharge process. Our team implemented a variety of new initiatives to support a patient-centered, team approach to patient care in the hospital. Improvements include a new discharge form in a more patient-friendly language, follow-up phone calls for high risk patients is being implemented with patients deemed as high-risk in all inpatient, medical, surgical and telemetry floors at Morton Plant and Morton Plant North Bay hospitals. A patient discharge needs assessment is given to all patients within 24 of admission to assessing potential barriers to safe and timely discharge and to identify issues that may contribute to a readmission. Another 6th floor unit, on Barnard 6, partnered with the hospitalist group to do multidisciplinary rounds daily, to help capture discharge issues earlier in the hospital stay. We've also adopted a nursing-patient education tool called teach-back, throughout Morton Plant Mease to improve how we patient discharge education. We are continuing to work to provide seamless, patient centered care to our patients, with several other initiatives in the works. Morton Plant North Bay Hospital Morton Plant North Bay Recovery Center As part of its continued commitment to meeting the mental health needs of the Tampa Bay community, BayCare Behavioral Health operates the Morton Plant North Bay Hospital Recovery Center which opened in 2010. Located in Pasco County, Morton Plant North Bay Hospital Recovery Center operates under the Morton Plant North Bay Hospital license and is a 72-bed acute care, behavioral health facility to treat adults, children and adolescents. The Recovery Center provides a full-range of behavioral health services for adults, children and adolescents who require inpatient care. Patients will receive treatment for inpatient psychiatric crisis stabilization, crisis intervention and support in a tranquil environment. In 2011, Morton Plant North Bay opened a new 9,750 square-foot cardiovascular center that provides the most advanced imaging equipment for cardiac care diagnostics and interventions, including elective and emergency heart catheterizations and angioplasties. The hospital began performing emergency and elective angioplasties in 2010, giving the Pasco community more access to this cardiac procedure which removes blockages of coronary vessels and can be life-saving for those suffering a heart attack. In an effort to provide medical services to the underinsured or uninsured residents of Pasco County, Morton Plant North Bay Hospital provided assistance with funding is a Nurse Practitioner position for the Good Samaritans Health Clinic. Additionally, the hospital provides lab services and diagnostic tests to Good Samaritans' patients at no cost. The Health Clinic helps patients with non-emergency medical needs receive ongoing medical care. Access to care is improved by providing a well coordinated program where patients that otherwise would not have access to a primary care physician can go to receive care for their illnesses. Supporting Community Health--The Premier Community HealthCare Group, Inc. was founded in 1979 as a FQHC Health Center, health center serving the residents of Pasco County and is resource for under-insured and un-insured patients. Morton Plant North Bay Hospital provides a location in New Port Richey for a discounted cost adjacent to the hospital campus. The hospital also provides certain lab work and diagnostic tests at no cost. New Surgical Center--Morton Plant North Bay Hospital began construction on new surgical center to include six new operating suites and two new endoscopy/ procedure suites. The new operating suites are planned to be larger and accommodate more advanced, less invasive surgeries. Pasco Back-to-School Health Fair--In partnership with Pasco County Schools and the Pasco County Health Department, Morton Plant North Bay hosted a community Back-to-School Health Fair providing free services to 272 PreK-12 students including school/sports physicals, 82 cardiac screenings: EKG and Echo for high school athletes, dental screenings, school immunizations, fingerprinting (provided by the Pasco County Sheriff's Office) and general health information. SHARE Program--To engage older adults in taking an active role in managing their health, Morton Plant North Bay Hospital developed a free health education and resource series for the senior community. Monthly seminars including interactive activities were held during the peak seasonal visitor season when the majority of seniors are in the community. Seminars included such topics as Aging and Physical Activity, Medicare Changes, Cardiac Health, Arthritis and Medications. Participants received a binder and screenings for blood pressure, cholesterol and Body Mass Index. Community Screenings Morton Plant Mease screened community members on such diseases and conditions as high blood pressure, prostate cancer, skin cancer and cardiovascular disease. The health screenings were conducted at many venues, such as recreation centers, senior expos and hospital-sponsored events. In addition, Morton Plant Mease gave free athletic physicals to 275 Pinellas County high school students. Our comprehensive physicals included checks of height, weight, blood pressure, vision and lungs, a musculoske 5 - Promotion of community health (part 2) Pre-Natal Care for Drug Treatment Patients Babies born to mothers addicted to drugs are a problem in the state of Florida and across the country. Morton Plant Hospital offers expectant moms addicted to drugs a program that crosses the continuum of care from prenatal through hospital stay. The hospital has reached out to the drug treatment centers to get the expectant mothers on methadone into a special prenatal class. The hospital also provides a parent advocate that works one-on-one with the parents to enhance bonding and teach parenting skills such as soothing techniques for babies suffering the effects of drug withdrawal. Gynecological Wing Designed with the needs of women and their families in mind, Morton Plant has a dedicated women's medical/surgical unit to provide for women's gynecological and medical surgery recovery needs. All private rooms enhance privacy and encourages family members to stay with recovering patients. Care for Menopausal Women In 2011 Morton Plant Mease Women's Services joined the national group, Red Hot Mamas, to raise awareness of women's health in menopausal years. The alliance has led to workshops, lectures and events to educate and equip women for dealing with health concerns and issues related to menopause. Psychiatric Care For more than 20 years, Morton Plant Hospital has provided inpatient treatment to those suffering from a personal crisis or mental illness that requires treatment in a structured, supervised setting. Inpatient treatment consists of individual and group sessions, activity therapy, medication therapy and social work services. A qualified team of behavioral health professionals, including psychiatrists, nurses, social workers, case managers and mental health technicians, assist patients in the treatment process with the goal of stabilizing symptoms and developing an appropriate discharge plan for follow-up care in a less restrictive setting. Morton Plant's behavioral health inpatient programs address the needs of three groups. The adult inpatient program is specifically designed for adults 18 years and older. The geriatric inpatient program is a secure unit providing individualized treatment to help elderly people 62 years and older overcome behavioral health problems. A variety of treatment options are available to help meet the special needs of older patients, stabilize them and improve their daily functioning. To meet the needs of children with behavioral health illnesses, Morton Plant's pediatric inpatient program is a secure unit designed for children and adolescents in need of short-term intensive treatment for problems such as depression, self-destructive behavior or behavior that endangers others. As one of the few programs of its kind, Morton Plant admits pediatric behavioral health patients from several neighboring counties. Morton Plant also offers a unit for those who are dually diagnosed with both behavioral health conditions and substance abuse. Emergency Care The emergency departments of Morton Plant and Morton Plant North Bay serve all adult and pediatric patients seeking care. Emergent care is provided for every patient regardless of their ability to pay. Morton Plant's emergency department also offers a separated, secure psychiatric unit to provide necessary care to community members needing emergent psychiatric care. Morton Plant also operates the Bardmoor Emergency Center, Tampa Bay's only free-standing emergency center. The 15-bed facility is staffed by board-certified emergency physicians and also serves adult and pediatric patients regardless of their ability to pay. Patients requiring admission to a hospital are transported by county emergency services ambulances. Cardiac Care Since 1975, Morton Plant Hospital has been a leader in its community for excellence in cardiac care bringing many firsts including the Morgan Heart Hospital, centralizing all of Morton Plant's cardiac care services into one location. Surgical suites, cardiac catheterization laboratories, recovery rooms, patient rooms, testing facilities and waiting rooms are all linked cohesively so that patients, nurses and physicians are within close proximity. Morton Plant's reputation for excellence in cardiac care is underscored by the fact that it is the only hospital in the United States to be recognized 13 consecutive times as the Thomson Reuters Top 50 cardiac hospital study. Morton Plant was examined for performance by analyzing clinical outcomes for patients diagnosed with heart failure and heart attacks and for those who received coronary bypass surgery and angioplasties. Additionally, Morton Plant's heart care has been recognized by the Society of Thoracic Surgeons (STS) with their highest ranking of three stars. Morton Plant North Bay offers medical, diagnostic and interventional care for heart patients including diagnostic heart catheterization, emergent and elective angioplasties. The hospital began performing emergency and elective angioplasties in 2010, giving the Pasco community more access to this cardiac procedure which removes blockages of coronary vessels and can be life-saving for those suffering a heart attack. If a patient needs more advanced intervention on an emergency basis, Morton Plant North Bay's emergency cardiac transport vehicle provides free transportation between Morton Plant North Bay Hospital in New Port Richey to other area medical facilities, including Morton Plant Hospital in Clearwater. The hospital-to-hospital transports provide a prompt response to patient's needs and allow ambulances in Pasco County to be more readily available to handle other emergency situations within the community. In addition to acute cardiac cases; the transport unit also may be utilized for the transfer of other patients needing advanced care urgently. Stroke Care Morton Plant and Morton Plant North Bay have been certified four times for their quality of stroke care with the Gold Seal of Approval for Primary Stroke Care by the Joint Commission. The Gold Seal means the hospitals can provide national quality care as the first line of defense for preventing and treating strokes. Online Health Assessments In 2011, the hospitals in BayCare collaborated on a free online heart health assessment to provide education and knowledge of early detection and prevention of heart disease, weight loss surgery, and orthopedic health. More than 3,000 free online health assessments have been completed. The free online heart assessment also gives each individual a customized report to learn how to modify their lifestyle and become more heart healthy. Special Community Events & Screenings In 2011, Morton Plant Mease supported a number of special community events and screenings. These included the following events: Melanoma Monday 2011--Physicians and other health care practitioners from Morton Plant Mease conducted 211 free skin cancer screenings in support of the 15th Annual Melanoma Monday, a nationwide campaign to raise awareness and encourage early detection of skin cancers. Sleep Disorder Screenings-Good sleep is essential to good health and the Morton Plant Mease Sleep Disorder Centers provided 457 free sleep screenings in 2011. Morton Plant Mease Triathlon--Organized by the Skip Cline Society of the Morton Plant Mease Foundation, the Morton Plant Mease Triathlon attracted more than 500 competitors to Clearwater Beach, raising funds toward purchasing a NICU baby simulator for training nurses and physicians at Mease Countryside Hospital and to support the education services and community health events at the new St. Joseph's Children's Specialty Center at Mease Countryside. Pitch for Pink--Morton Plant Mease went to the ballpark to help "Strike Out Breast Cancer" at Pitch for Pink. Held in conjunction with the Clearwater Threshers baseball team, the fifth annual event featured a AAA Minor League game and a Celebrity Softball Tournament with local sports and media personalities. Organized by the Morton Plant Mease Foundation, the event helped raise funds for breast cancer awareness and treatment. Morton Plant Mease Foundation Prostate Cancer Awareness Race--Presented by Urology Specialists of West Florida, more than 600 runners enjoyed the Second Annual Morton Plant Mease Foundation Prostate Cancer Awareness 5K, benefiting prostate cancer programs at the hospitals of Morton Plant Mease. The day before the event, special prostate cancer screening events were held for the community. Girl's Night Out--More than 650 community members participated in Girl's Night Out in downtown Dunedin, an event for area women to focusing on women's health awareness, with education and screenings on women's health, rejuvenation and education. Trinity Fall Festival--The Fall into Good Health Festival at the Trinity Outpatient Center hosted more than 900 community members who received a variety of health screenings and information, an "Ask-A-Physician booth, games and snacks. A school supplies drive benefiting schools in 6 - Affiliated Health Care System Morton Plant Hospital Association is part of BayCare Health System, a leading, community-based health system in the Tampa Bay area with 19,600 employees, 10 not-for-profit hospitals, 17 outpatient centers, and a complete range of services, such as imaging, lab, behavioral health, and home care. BayCare's hospitals are Mease Countryside, Mease Dunedin, Morton Plant, Morton Plant North Bay, St. Anthony's, South Florida Baptist, St. Joseph's, St. Joseph's Women's, St. Joseph's Children's, and St. Joseph's Hospital-North. St. Joseph's hospitals operate as one entity and file one Form 990. BayCare was founded in 1997 when the area's top not-for-profit hospitals came together united by a common mission to improve the health of their communities and continue caring for all patients regardless of their ability to pay. In 2011, BayCare provided $167 million in community benefits, which included $77.9 million in traditional charity care, $77.6 million in Medicaid and other means-tested programs, and $11.8 million in unbilled community services. In addition to charity care, BayCare's financial stability and centralization of shared services in finance, information technology, and human resources strengthens each hospital's ability to allocate resources to help meet the needs of their communities. BayCare's hospitals are located in three geographic regions, each with their own Boards of local leadership focused on their community's specific needs. Recognizing the need for mental health services, BayCare continues to be the largest, not-for-profit provider of behavioral health services in west central Florida. BayCare Behavioral Health offers inpatient, outpatient, in-home treatment, support group and case management services. BayCare's designated Baker Act-receiving facilities in Hillsborough, Pinellas, and Pasco counties provide inpatient crisis stabilization and partial hospitalization programs as part of the continuum of mental health care. BayCare is the only organization in the Tampa Bay area that operates dedicated psychiatric emergency rooms at each of its hospital-based, Baker Act facilities. In Hillsborough County, St. Joseph's prepared in 2011 to open a 45,000-square-foot behavioral health facility as the only private, freestanding, inpatient psychiatric Baker Act receiving hospital in the county. Earlier that year, the Tampa Bay Partnership, a regional research and education foundation, published a report that noted the area's suicide rate was statistically higher than state and national rates. St. Joseph's also began admitting mothers and babies to a new 125,000-square-foot, five-story tower with 64 Neonatal intensive care unit suites, one floor exclusively for new mothers and one floor for medical/surgical patients. The Tampa Bay region has a high infant mortality rate, according to the partnership's report. In north Pinellas County, Morton Plant opened a new, four-story pavilion that expanded cancer, imaging and patient support services. The report noted that the region's mortality rate due to cancer was higher than Florida's rate. In south Pinellas County, St. Anthony's identified a growing need for emergency services in its local community. As a result, the hospital expanded its current facilities with a new, 105,000-square-foot Emergency Center and Patient Care Tower. BayCare also meets the needs of the community by being one of the largest employers in the Tampa Bay region. In 2011, BayCare added 1,000 new employees during a tough economy when unemployment rates in other areas remained high. The community also benefits from BayCare's comprehensive network, which provides increased access to services, such as emergency care, outpatient and home care. In 2011, BayCare HomeCare provided 625,000 home health visits, helping patients leave the hospital sooner and recover at home where they are more comfortable. BayCare also meets the needs of the community by helping its hospitals continue evolving to keep pace with changes in the health care industry and new technologies. In 2011, BayCare continued developing a clinically integrated network in the Tampa Bay area. This new, physician-led organization puts more emphasis on prevention, early detection and disease management by creating a flexible model of care that better aligns physicians with BayCare's resources. In addition, BayCare successfully completed the second phase of its system-wide implementation of an electronic medical record (EMR). With the completion of this phase in 2011, every hospital in BayCare now documents clinical information in a system-wide EMR, providing the entire health team with real-time, electronic access to patient information. In 2011, BayCare hosted its sixth annual and largest Quality Sharing Day event, with more than 500 employees taking part in a full day of learning about best practices from Six Sigma and performance improvement projects. In 2011, BayCare had 193 Six Sigma and performance improvement projects championed by employees throughout the health system. BayCare currently has 31 certified Six Sigma Black Belts and 57 certified Green Belts. Since BayCare began its Six Sigma program in 2004, more than 5,400 employees have participated in performance improvement projects that have helped drive process efficiency and cost savings throughout its hospitals and facilities. As part of its commitment to the community, BayCare collaborates with Hillsborough Community College, University of Tampa, St. Petersburg College, Pasco Hernando Community College and the Pinellas Technical Education Center to help educate future nurses and health care professionals. BayCare also continues to support other organizations committed to improving the health of the community. These organizations include the American Heart Association (Greater Southeast Affiliate), Susan G. Komen for the Cure (Florida Suncoast Affiliate), and the Tampa Bay Partnership: ONE BAY Healthy Communities. 7 - State Filing N/A true Suncoast Community Health Centers Inc 13110 ELK MOUNTAIN DR RIVERVIEW FL 33579 591741303 501(C)(3) 106679 UNRESTRICTED DONATION RESIDENCY PROGRAM MPM Primary Care 300 S Park Blvd CLEARWATER FL 33756 593140335 501(C)(3) 4868409 2010 Chasco Fiesta 2 Form 990, Schedule I Description of Organization's Procedures for Monitoring the Use of Grants Morton Plant Hospital Association, Inc. is committed to assisting non-profit organizations whose focus is to improve the health and wellness of the communities we serve. Each cash donation request is reviewed by Morton Plant Hospital's Senior Management Team to determine whether the organization is one we want to donate to, based on the organization's mission, non-profit status, and usage of funds. Once approved, we require proper documentation from the organization of its non-profit status, and as needed, follow-up with the organization to ensure the activity occurred. false true false false false false false true false ROBERT LYNCH 170636 0 20736 0 10360 0 7838 0 7797 0 217367 0 0 0 DIANA SHAND-KREIDLER 162724 0 22747 0 1105 0 9089 0 12601 0 208266 0 0 0 THOMAS DORIA 162533 0 22316 0 1237 0 8830 0 4304 0 199220 0 0 0 PATRICIA SAVITSKY 169223 0 720 0 7005 0 5663 0 3719 0 186330 0 0 0 SHANNON HANCOCK 135859 0 19643 0 246 0 7519 0 12913 0 176180 0 0 0 ENVERA CELO 160445 0 720 0 633 0 5999 0 9747 0 177544 0 0 0 TERRY KARFONTA 144259 0 15275 0 380 0 6629 0 9845 0 176388 0 0 0 HARREL ZIECHECK 0 344764 0 111060 0 72064 0 12250 0 6994 0 547132 0 0 CARL TREMONTI 0 246677 0 80081 0 41262 0 36021 0 3892 0 407933 0 0 GLENN WATERS 0 691508 0 304640 0 14520 0 142995 0 12131 0 1165794 0 0 PETER BLUMENCRANZ 0 691039 0 0 0 11945 0 12028 0 1655 0 716667 0 0 STEPHEN MASON 0 1054306 0 465686 0 1608047 0 12152 0 12874 0 3153065 0 519405 Supplemental Compensation Information The filing organization does not use any of the options listed in Schedule J, Line 3 to establish the compensation of the CEO/Executive Director. However, the related organization, BayCare Health System Inc, uses Compensation committee, Independent compensation consultant, Written employment contract, Compensation survey or study and Approval by the board or compensation committee as a means to establish the CEO's compensation of the filing organization. Part I, Line 4b Glenn Waters - Participated in a supplemental nonqualified deferred compensation plan. He had $0 in benefits vest in 2011. He had $130,745 of nonvested benefits accrue during 2011. This amount is included in Part II Column C. Carl Tremonti - Participated in a supplemental nonqualified deferred compensation plan. He had $22,761 in benefits vest in 2011. This amount is included in Part II (B)(iii) other compensation. He had $24,036 of nonvested benefits accrue during 2011. This amount is included in Part II Column C. The plan made cash distribution of $8,296 in 2011. Part I, line 7 80 percent of the incentive compensation for which an individual is eligible would be considered fixed based on the instructions. 20 percent would be considered non-fixed and is based on the discretion of the employee's immediate supervisor. MFP Inc dba Financial Credit Servi See Part V 561783 Collection Services false Creative Contractors See Part V 7011519 Construction Services false Creative Mailbox Designs See Part V 148251 Printing Services false Relationship between interested person and the organization Stephen Mason and Glenn Waters are directors and/or officers of the filing organization as well as board members of MFP, Inc. Alan Bomstein is a director of the filing organization as well as an officer of Creative Contractors, Inc. Larry Morgan is a director of the filing organization as well as an officer of Creative Mailbox Designs. Part VI Part VI, Line 2 - Description of Family or Business Relationship Glenn Waters and Stephen Mason are Board members of the Organization, as well as Board members of a taxable entity, which is an affiliate of the filing Organization. Part VI, Line 6 - Description of Classes of Members or Stockholders The sole member of Morton Plant Hospital Association, Inc. is Morton Plant Mease Health Care, Inc. Part VI, Line 7a - Description of Classes of Persons and the Nature of Their Rights The Board shall consist of no more than twenty-six (26) members (each, a "Trustee"), all of whom shall be appointed by the member Morton Plant Mease Health Care, Inc. such that at all times the Board is comprised of all of the members of the Board of Directors of the Member. Part VI, Line 7b - Descr Classes of Persons, Decisions Requiring Appr & Type of Voting Rights The taxpayer is a Participant, as defined in the Second Restated Joint Operating Agreement dated as of May 23, 2006, as amended (the "JOA"). Under the JOA, BayCare health System, Inc. is responsible for the operations of the Participants. The JOA Participants include the taxpayer and other hospitals and non-hospital organizations. Notice of the JOA was previously provided to the Internal Revenue Service by letter dated July 1, 1997. The Member reserves to itself the following two categories of actions: Class I Member Reserved Rights and Class II Member Reserved Rights. A. Class I Member Reserved Rights. 1. Addition, deletion or reconfiguration of services of the Corporation. 2. Establishment of overall capital and operating budgets and strategic plans applicable to the Corporation, including the use of the funds of the Corporation. 3. Exclusive authority to enter into managed care contracts on behalf of the Corporation and its subsidiaries and affiliates. 4. Approval of contracts on behalf of the Corporation (but the Class I Member may establish policies from time to time providing that only specific types of contracts or contracts involving obligations in excess of specified levels need to be approved by the Class I Member). 5. Authority to establish fees and charges on behalf of the Corporation. 6. Determination of whether the Corporation should join any networks or alternative or integrated delivery systems. 7. Establishment of employment and other policies applicable to all personnel employed by the Corporation. 8. Approval of the philosophy, mission statement and purposes of the Corporation. 9. Approval of changes in the Articles of Incorporation or in the Bylaws of the Corporation. 10. Approval of the merger, consolidation, dissolution, sale or other transfer of substantially all assets of the Corporation, or other change in corporate form, causing a fundamental reorganization of the Corporation. 11. Approval of the incurrence of indebtedness by the Corporation above certain limits established by the Class I Member. 12. Approval of the establishment of additional affiliates or subsidiaries of the Corporation. 13. Adoption of strategic plans or major changes in programs or services of the Corporation. 14. Approval of the purchase, sale, transfer, or other encumbrance of assets of the Corporation above specified levels established by the Class I Member. B. Class II Member Reserved Rights. 1. Approval of the philosophy, mission statement and purposes of the Corporation. 2. Approval of the merger, consolidation, dissolution, sale or other transfer of substantially all assets of the Corporation, or other change in corporate form, causing a fundamental reorganization of the Corporation. 3. With regard to any assets of the Corporation no longer required in the operations of the Corporation, approval of any sale or other disposition of any assets not in the ordinary course which have a value in excess of $3 million, and with regard to all other assets of the Corporation used in the operations of the Corporation, approval of any sale or other disposition of such assets not in the ordinary course (but the foregoing is not intended to limit any transfer of the location of the assets from the Corporation to another entity in connection with a duly authorized reconfiguration of services). 4. Approval of the closure of a hospital facility of the Corporation. 5. Change in the name of a hospital facility of the Corporation. 6. Approval of substantive changes in the Bylaws of the Articles of Incorporation of the Corporation. Part VI, Line 11b - Describe the Process used by Management &/or Governing Body to Review 990 The Form 990 is prepared by the organization and reviewed by the CFO, as well as the organization's paid preparer. Prior to filing with the IRS, a final copy of the Form 990 will be made available to the entire Board via a web portal. Part VI, Line 12c - Description of Process to Monitor Transactions for Conflicts of Interest Morton Plant Hospital Association, Inc. has two separate conflict of interest procedures; one that relates to Board members and another that relates to non-board member employees. Both groups are required on an annual basis to complete, sign and file an annual disclosure statement detailing existing or potential conflicts of interests. For Board members, the review of conflicts or potential conflicts occurs at the Board or committee level. After disclosure of the Board Member's or Committee Member's actual or potential conflict, the following procedures for addressing the conflict of interest will be adhered to by each Board and all Committees with Board delegated powers, without exception: 1. The interested Director or Committee member shall leave the Board or Committee meeting while the conflict of interest issue is discussed. 2. The remaining Board or Committee Members shall decide if a conflict of interest exists. 3. If a conflict of interest is deemed to exist: a. The Chairperson of the Board or Committee shall, if appropriate, appoint a disinterested individual or committee to investigate the proposed transaction or arrangement. b. The Board or Committee shall determine whether the BayCare entity can obtain a more advantageous transaction or arrangement with reasonable efforts from an individual or entity that would not give rise to a conflict of interest. c. If a more advantageous transaction or arrangement is not reasonably available, the Board or Committee shall determine whether the transaction or arrangement is in the BayCare entity's best interest, and whether the transaction is fair and reasonable to BayCare. An interested Director or Committee Member shall not vote, participate in, influence or attempt to influence any determination or proceedings. The Director or Committee Member may, however, respond to questions posed by the Board or Committee regarding the contract or transaction. Any such contract or transaction must be authorized by a vote of at least two-thirds (2/3) of the Directors or Committee Members entitled to vote at a meeting at which a quorum was present. Any interested Director or Committee Member may not be counted in determining the existence of a quorum. For employees, the review of conflicts of interest or potential conflicts goes to the Conflict of Interest Determination Committee. This committee consists of BayCare Chief Compliance Officer, the Corporate Responsibility Officers, and the BayCare Vice President of Team Resources. This committee shall determine if an actual conflict exists and any action required to address the conflict of interest situation. Part VI and Part VII Part VI, Lines 15a & 15b - Process used for Compensation Review and Approval The filing organization does not directly compensate some of its top management employees; rather compensation is paid by a related organization that also follows the compensation policy of the Compensation Committee. The independent Compensation Committee is appointed by the Board of Directors. The Compensation Committee's purpose is to provide oversight for the organization's executive compensation program, review and approve compensation and benefits for all "disqualified persons" subject to the Intermediate Sanctions regulations issued under Section 4958 of the Internal Revenue Code (including the Chief Executive Officer, Chief Administrative Officer & CFO, other system and entity executives, and other disqualified persons as defined in the Intermediate Sanctions regulations (i.e., voting members of the governing body, family members, former officers)), and establish the compensation philosophy for all other executives. This committee engages nationally recognized compensation consultants to assist them in review of executive compensation. The compensation consultants provide a review of each vice president and above in the system to determine if that employee's compensation is reasonable when compared against market standards. The data reviewed comes from compensation studies that include comparable compensation for similarly qualified persons in functionally comparable positions at similarly situated organizations. The organization keeps contemporaneous minutes of the compensation committees meetings and decisions. External consultants review compensation every other year, the last review occurring in 2011, but the compensation committee regularly monitors compensation and all other procedures are followed annually. Part VI, Line 16b - Procedure to evaluate Joint Venture Arrangements The organization has a joint venture committee of subject matter experts who review potential arrangements with taxable joint ventures. Included in its review are a review for compliance with relevant tax laws and a review of whether the joint venture furthers the organization's exempt purpose. Part VI, Line 19 - How and If the Governing Documents, Conflict of Interest Policy and Financial Statements are Made Available to the Public Morton Plant Hospital Association Inc. publishes its financial statements with The Agency for Health Care Administration. Governing documents and policies are not available for public inspection. Form 990, Part VII, Section A, Column B - Estimated hours worked by officers, directors, trustees, key employees, and highest compensated employees at related entities: Alan Bomstein - BayCare Health System, Inc. - 1 Alan Bomstein - Morton Plant Mease Health Care, Inc. - 1 Alan Bomstein - Trustees of Mease Hospital, Inc. - 1 Carl Tremonti - Morton Plant Mease Health Care, Inc. - 45 Carl Tremonti - Morton Plant Mease Primary Care, Inc. - 1 Carl Tremonti - St. Anthony's Hospital, Inc. - 1 Carl Tremonti - St. Anthony's Professional Buildings & Services, Inc. - 1 Carl Tremonti - Trustees of Mease Hospital, Inc. - 1 Dewey Mitchell - Morton Plant Mease Health Care, Inc. - 1 Dewey Mitchell - Trustees of Mease Hospital, Inc. - 1 Ed Armstrong - BayCare Health System, Inc. - 1 Ed Armstrong - Morton Plant Mease Health Care, Inc. - 1 Ed Armstrong - Trustees of Mease Hospital, Inc. - 1 Gail Wright - Morton Plant Mease Health Care, Inc. - 1 Gail Wright - Trustees of Mease Hospital, Inc. - 1 Gary Moskovitz - Morton Plant Mease Health Care, Inc. - 1 Gary Moskovitz - Trustees of Mease Hospital, Inc. - 1 Glenn Waters - BayCare Alliant Hospital, Inc. - 1 Glenn Waters - BayCare Home Care, Inc. - 1 Glenn Waters - Morton Plant Mease Health Care, Inc. - 45 Glenn Waters - Morton Plant Mease Primary Care, Inc. - 1 Glenn Waters - Trustees of Mease Hospital, Inc. - 1 Harrel Ziecheck - Morton Plant Mease Health Care, Inc. - 45 James Cantonis - Morton Plant Mease Health Care, Inc. - 1 James Cantonis - Morton Plant Mease Primary Care, Inc. - 1 James Cantonis - Trustees of Mease Hospital, Inc. - 1 Jim Huguet - Morton Plant Mease Health Care, Inc. - 1 Jim Huguet - Trustees of Mease Hospital, Inc. - 1 Larry Morgan - BayCare Health System, Inc. - 1 Larry Morgan - Morton Plant Mease Health Care, Inc. - 1 Larry Morgan - Trustees of Mease Hospital, Inc. - 1 Lonnie Klein - Morton Plant Mease Health Care, Inc. - 1 Lonnie Klein - Trustees of Mease Hospital, Inc. - 1 Mahesh Amin - BayCare Health System, Inc. - 1 Mahesh Amin - Morton Plant Mease Health Care, Inc. - 1 Mahesh Amin - Trustees of Mease Hospital, Inc. - 1 Marc Bowman - Morton Plant Mease Health Care, Inc. - 1 Marc Bowman - Trustees of Mease Hospital, Inc. - 1 Nancy Ridenour - Morton Plant Mease Health Care, Inc. - 1 Nancy Ridenour - Trustees of Mease Hospital, Inc. - 1 Odalys Lara - BayCare Health System, Inc. - 1 Odalys Lara - Morton Plant Mease Health Care, Inc. - 1 Odalys Lara - Morton Plant Mease Primary Care, Inc. - 1 Odalys Lara - Trustees of Mease Hospital, Inc. - 1 Peter Blumencranz - Morton Plant Mease Health Care, Inc. - 45 Peter Blumencranz - Trustees of Mease Hospital, Inc. - 1 Raymond Ferrera - BayCare Health System, Inc. - 1 Raymond Ferrera - Morton Plant Mease Health Care, Inc. - 1 Raymond Ferrera - Morton Plant Mease Health Services, Inc. - 1 Raymond Ferrera - St. Joseph's Enterprises, Inc. - 1 Raymond Ferrera - Trustees of Mease Hospital, Inc. - 1 Richard Bekesh - Morton Plant Mease Health Care, Inc. - 1 Richard Bekesh - Trustees of Mease Hospital, Inc. - 1 Robert Mcgivney - BayCare Health System, Inc. - 1 Robert Mcgivney - Morton Plant Mease Health Care, Inc. - 1 Robert Mcgivney - Trustees of Mease Hospital, Inc. - 1 Stephanie Vanzandt - Morton Plant Mease Health Care, Inc. - 1 Stephanie Vanzandt - Trustees of Mease Hospital, Inc. - 1 Stephen Mason - BayCare Health System, Inc. - 45 Stephen Mason - BayCare Home Care, Inc. - 1 Stephen Mason - Morton Plant Mease Health Care, Inc. - 1 Stephen Mason - Morton Plant Mease Primary Care, Inc. - 1 Stephen Mason - St. Anthony's Hospital, Inc. - 1 Stephen Mason - Trustees of Mease Hospital, Inc. - 1 Thomas Nash - Morton Plant Mease Health Care, Inc. - 1 Thomas Nash - Trustees of Mease Hospital, Inc. - 1 Thomas Whiddon - Morton Plant Mease Health Care, Inc. - 1 Thomas Whiddon - Trustees of Mease Hospital, Inc. - 1 William Horne - Morton Plant Mease Health Care, Inc. - 1 William Horne - Trustees of Mease Hospital, Inc. - 1 William Horne - Trustees of Mease Hospital, Inc. - 1 Part XI, Line 5 UNREALIZED (LOSS) ON SWAPS ($13,231,599) CONTRIBUTIONS IN INCOME, NOT ON BOOKS ($4,877,300) CHANGE IN FOUNDATIONS $523,471 TOTAL ($17,585,428) Schedule H For purposes of reporting on Schedule H, Part V, Section A, both Morton Plant Hospital and Morton Plant North Bay Hospital are listed and a separate Section B has been completed for each facility. Morton Plant North Bay Hospital and Morton Plant North Bay Recovery Center share the same license number and follow the same standardized policies and procedures that are administered by the same centralized billing and collections departments; as such Morton Plant North Bay Recovery Center was not listed in Schedule H, Part V, Section A. BayCare Health System Inc 16255 Bay Vista Drive Clearwater FL 33760 592796965 Support srvcs FL 501(c)(3) 11A na false Morton Plant Hospital Auxiliary Inc 300 Pinellas Street Clearwater FL 33756 596211662 Volunteering FL 501(c)(3) 11C na false Morton Plant Mease Health Care Found Inc 1200 Druid Road South Clearwater FL 33756 591751535 Fundraising FL 501(c)(3) 11A MPHATOM true Morton Plant Mease Health Care Inc 300 Pinellas Street Clearwater FL 33756 592374556 Support srvcs FL 501(c)(3) 11B na false Trustees of Mease Hospital Inc 601 Main Street Dunedin FL 34698 590855412 Health srvcs FL 501(c)(3) 3 MPMHC true Morton Plant Mease Health Services Inc 8452 118th Ave N Largo FL 33773 592600684 Health srvcs FL 501(c)(3) 3 MPMHC true Morton Plant Mease Primary Care Inc 300 S Park Place Blvd Ste 170 Clearwater FL 33759 593140335 Health srvcs FL 501(c)(3) 9 MPMHC true The Pinellas Neuro-Ortho Spine Group LL 601 Main Street Dunedin FL 34698 830420933 neuro/ortho srvcs FL na n/a Trinity Surgery Center LLC 2102 Trinity Oaks Blvd New Port Richey FL 34655 020656933 Health srvcs FL na n/a Global Health Care Inc 8452 118th Avenue North Largo FL 33773 591853449 Health srvcs FL na C corp Medspecialists Inc 16255 Bay Vista Dr Clearwater FL 33760 680587533 Health srvcs FL na C corp MFP Inc 628 Bypass Road Clearwater FL 33764 592374569 Collections srvcs FL na C corp Morton Plant Health Ventures Inc 8452 118th Avenue North Largo FL 33773 592728600 Health srvcs FL na C corp true true true true false true true false true true false true false true false false true true Trustees of Mease Hospital Inc a(iv) 73167 FMV Morton Plant Mease Primary Care Inc a(iv) 112237 FMV Morton Plant Mease Health Services Inc a(iv) 764610 FMV Morton Plant Mease Primary Care Inc b 4868409 FMV Morton Plant Mease Health Care Foundation c 3539216 FMV Morton Plant Mease Health Services Inc f 2465219 FMV Morton Plant Mease Health Services Inc j 63232 FMV Trustees of Mease Hospital Inc n 1757650 FMV Morton Plant Mease Health Services Inc n 736570 FMV Morton Plant Mease Health Services Inc q 4156201 FMV Trustees of Mease Hospital Inc q 367162 FMV Morton Plant Mease Primary Care Inc q 718862 FMV