2012-05-15T14:46:20-05:00 2011-06-30 PRICEWATERHOUSECOOPERS LLP 1301 K STREET NW STE 800W WASHINGTON DC 200053333 990 2010-07-01 364015560 LOYOLA UNIVERSITY MEDICAL CENTER LOYO 7082169000 2160 SOUTH FIRST AVENUE MAYWOOD IL 601533328 AJAY S SIAL 2012-05-15 true 2024141000 2010 2016-02-24 21:20:13Z PAUL K WHELTON MD 2160 SOUTH FIRST AVENUE MAYWOOD IL 601533328 1008068986 false X www.luhs.org X 1995 IL TO EDUCATE STUDENTS, CARE FOR PATIENTS AND CONDUCT RESEARCH AS PART OF THE LAST FULLY INTEGRATED JESUIT CATHOLIC UNIVERSITY, MEDICAL SCHOOL AND TEACHING HOSPITAL IN AMERICA. 23 19 7010 210 222953 0 8452070 6512166 896959098 909667494 4926360 14717942 7654932 7750323 917992460 938647925 23499567 18007722 0 0 486708959 516215561 0 0 2052235 399321476 389558915 909530002 923782198 8462458 14865727 780648974 829649535 630965011 613285363 149683963 216364172 X TO EDUCATE STUDENTS, CARE FOR PATIENTS AND CONDUCT RESEARCH AS PART OF THE LAST FULLY INTEGRATED JESUIT CATHOLIC UNIVERSITY, MEDICAL SCHOOL AND TEACHING HOSPITAL IN AMERICA. (SEE SCHEDULE O) false false 819405047 18007722 909667494 HEALTH SERVICES - SEE SCHEDULE O. 819405047 true true false true false false false false true true false false true true false false true false false true false false false true false true true true false true true false false false false false false false false true false true true false false true true false false false false true 529 0 true 7010 true true true false false false false true true false false false false X 23 19 true true false false true true true true true false false true true true true true true true true true true AL AZ CO DC FL GA IL KS KY LA ME MD MN MS NH NJ NM NY ND OH OK OR SC TN UT VA WA WI X JAY SIAL 7082164253 2160 SOUTH FIRST AVENUE MAYWOOD IL 601533328 X PATRICK J KELLY 3.0 X 0 0 0 JORDAN M HADELMAN 2.0 X 0 0 0 WILLIAM T DIVANE JR 2.0 X 0 0 0 JAMES C DOWDLE 2.0 X 0 0 0 THOMAS P FITZGERALD 2.0 X 0 0 0 DANIEL L FLAHERTY SJ 2.0 X 0 0 0 MICHAEL J GARANZINI SJ 2.0 X 0 0 0 JACKIE TAYLOR HOLSTEN 2.0 X 0 0 0 JOHN L KEELEY JR 2.0 X 0 0 0 NANCY W KNOWLES 2.0 X 0 0 0 JOHN C LAHEY 2.0 X 0 0 0 HENRY S LANG 2.0 X 0 0 0 MICHAEL R LEYDEN 2.0 X 0 0 0 CARLOS MONTOYA 2.0 X 0 0 0 THOMAS C ORIGITANO MD 35.0 X 516129 126000 38316 MICHAEL R QUINLAN 2.0 X 0 0 0 ERIC A REEVES 2.0 X 0 0 0 WILLIAM F REICHERT 2.0 X 0 0 0 MARC H SCHWARTZ 2.0 X 0 0 0 ROBERT SULO MD 40.0 X 323089 0 37300 JACK A WEINBERG 2.0 X 0 0 0 DAVID J WILBER MD 35.0 X 538228 103000 27754 PAUL K WHELTON MD MSC 40.0 X X 928737 0 415488 SHARON O'KEEFE 40.0 X 650753 0 120334 JOHN P MORDACH 40.0 X 533041 0 64385 CHARLES E REITER III 40.0 X 538439 0 166514 PATRICIA CASSIDY 32.0 X 260552 202867 142689 DANIEL J POST 40.0 X 551726 0 119336 KAREN ALEXANDER 40.0 X 353656 0 57623 JILL RAPPIS 30.0 X 159251 68505 58622 MAMDOUH BAKHOS MD 35.0 X 1066355 0 27164 RICHARD L GAMELLI MD 10.0 X 542480 496500 34569 BRUCE E LEWIS MD 38.0 X 787887 0 38316 TERRY R LIGHT MD 35.0 X 613433 138100 38054 GUIDO MARRA MD 38.0 X 751936 0 38054 ANTHONY L BARBATO MD 0.0 X 208175 0 1807 ELIZABETH FRYE MD 10.0 X 154122 0 8508 MICHAEL SCHEER 0.0 X 556213 1000 9730 WILLIAM CANNON MD 40.0 X 405080 0 35919 PAULA HINDLE 40.0 X 352597 0 73054 ARTHUR KRUMREY 40.0 X 411320 0 138323 11203199 1135972 1691859 779 true true false SODEXO INC AFFILIATES PO BOX 70060 CHICAGO IL 606730060 MANAGEMENT SERVICES 11150452 NAVIGANT CONSULTING INC 4511 PAYSPHERE CIRCLE CHICAGO IL 60674 MANAGEMENT FEE 8720615 BVK 250 W COVENTRY CT MILWAUKEE WI 53217 ADVERTISING SERVICES 4235003 EMPLOYER'S CLAIM SERVICE INC 119 E COOK LIBERTYVILLE IL 60048 COMPNSTN CLAIM SVCS 2828397 EPIC SYSTEMS CORPORATION BOX 88314 MILWAUKEE WI 532880314 INFO TECHNOLOGY 2685058 171 191300 1807070 4513796 2191452 6512166 MEDICAL SERVICES 621110 905881074 905658121 222953 HOSPITAL PHARMACY REVENUE 446110 3786420 3786420 909667494 5505801 5505801 0 0 0 0 67483411 10820943 58171084 10921129 9312327 -100186 9212141 9212141 43650 191300 328848 -285198 -285198 0 0 0 0 PARKING REVENUE 812930 4107300 4107300 CAFETERIA REVENUE 722210 3694005 3694005 GIFT SHOP REVENUE 453220 234216 234216 8035521 938647925 909444541 222953 22468265 18007722 18007722 0 0 0 5976114 5199219 776895 0 417438307 363171327 54266980 29510438 25674081 3836357 31344299 27269540 4074759 31946403 27793371 4153032 10648806 9576471 1072335 1883962 1073858 810104 534427 304623 229804 209254 209254 0 3629024 2068544 1560480 53955119 30754418 23200701 2952456 2952456 4211938 3787796 424142 4903713 2795116 2108597 0 21523496 19356080 2167416 0 0 2313551 1318724 994827 10039355 10039355 0 35873591 26550934 9322657 17895422 17895422 MEDICAL SUPPLIES & OTHER 100061016 97059186 3001830 PHARMACEUTICAL SUPPLIES 55077430 55077430 BAD DEBT EXPENSE 52373008 52373008 HOSPITAL ACCESS IMPRVMNT PRGRM 19097112 19097112 DEVELOPMENT DEPARTMENT 2052235 2052235 -9676000 -9676000 923782198 819405047 102324916 2052235 98618713 64989724 1385655 957809 8822237 4625797 123867298 145761428 15608764 12860353 5810602 5858730 763942137 380466404 362613201 383475733 107487787 129618775 10829387 13393469 45605330 68107717 780648974 829649535 96663035 93340550 350095748 339300204 184206228 180644609 630965011 613285363 X 123506803 189405029 19537489 20287967 6639671 6671176 149683963 216364172 780648974 829649535 X 14865727 51814482 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false true 251981 true 50759 false false 302740 false PART II-B, LINE 1I OTHER LOBBYING ACTIVITIES LOYOLA UNIVERSITY MEDICAL CENTER DID NOT PARTICIPATE OR INTERVENE IN ANY POLITICAL CAMPAIGNS. AN INSUBSTANTIAL PORTION OF ITS ACTIVITIES INVOLVED LEGISLATIVE HEALTH CARE MATTERS. THE MAJORITY OF THE ACTIVITIES INVOLVED EDUCATING LEGISLATORS REGARDING APPROPRIATE HEALTH CARE PUBLIC POLICY IN THE AREAS OF ILLINOIS MEDICAID REIMBURSEMENTS AND ISSUES RELATING TO THE PROVISION OF HEALTH CARE IN AN ACADEMIC TEACHING HOSPITAL ENVIRONMENT. 8751883 31505 348552 197970 8933970 8810000 30600 126692 215409 8751883 9728929 26525 -697789 247665 8810000 0.16512 0.08810 0.74678 false false 6243267 1349446 7592713 424351887 185588592 238763295 24143168 13201246 10941922 258117051 177023916 81093135 880000 48857318 4652650 45084668 383475733 DUE FROM LOYOLA UNIV HLTH SYS 21243674 DUE FROM LOYOLA U CHI INS CO 18700615 IRS TAX REFUND RECEIVABLE 9884196 MED RESD REIMBRSMT RECEIVABLE 5948936 A/R BCBS FACILITY CAPITATION 4103218 OTHER MISC CURRENT ASSETS 3410280 OTHER MISC RECEIVABLES 2286090 TOTAL HOME HEALTH RECEIVABLE 1297981 DUE FROM GOTTLIEB MEM HOSPTL 1232727 68107717 0 PENSION & POST RETIREMENT LIABILITY 58253939 EST 3RD PARTY PAYER STTLMNTS, NET 54271006 CAPITAL LEASE 37595145 MALPRACTICE RESERVE 11159035 SWAP MARK-TO-MARKET LIABILITY 8644584 LONG TERM DISABILITY WORK/COMP LIAB 6959603 FICA REFUND RESERVE 1568141 RESERVE FOR INSURANCE LOSSES 839549 ASSET RETIREMENT OBLIGATION 608531 OTHER MISCELLANEOUS LIABILITIES 745076 180644609 PART V, LINE 4 THE ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR HEALTHCARE, HOSPITAL SERVICES, RESEARCH, CAPITAL PROJECTS AND INDIGENT CARE. Central America and the Caribbean 0 0 Program Services INSURANCE PREMIUMS 17895422 0 0 0 0 17895422 17895422 true false false false false false LUHS GALA 234950 191300 43650 328848 0 234950 191300 43650 328848 328848 -285198 true true X true X true X true true true false true true 30547553 0 30547553 0.03510 114734577 90234602 24499975 0.02810 0 0 0 0.00000 145282130 90234602 55047528 0.06320 30 371609 2496050 0 2496050 0.00290 29001036 12289426 16711610 0.01920 4814399 0 4814399 0.00550 588285 0 588285 0.00070 352077 0 352077 0.00040 30 371609 37251847 12289426 24962421 0.02870 30 371609 182533977 102524028 80009949 0.09190 true 17661590 16712504 193788988 224868359 -31079371 X true true 1 1 FOSTER G MCGAW HOSPITAL

2160 SOUTH FIRST AVENUE MAYWOOD IL 60153

X X X X X OUTPATIENT SURGERY FOSTER G MCGAW HOSPITAL 1 true true 200. true 400. true X X X true true X X X X X true X true X X X X X true X false false 24 RONALD MCDONALD CHILDREN'S HOSPITAL

2160 S FIRST AVENUE MAYWOOD IL 60153

PRIMARY CARE CENTER AMBULATORY SURGERY CENTER

2160 S FIRST AVENUE MAYWOOD IL 60153

OUTPATIENT SURGERY CENTER LOYOLA OUTPATIENT CENTER

2160 S FIRST AVENUE MAYWOOD IL 60153

OUTPATIENT SPECIALTIES LOYOLA CENTER FOR DIALYSIS ROOSEVELT RD

1201 W ROOSEVELT ROAD MAYWOOD IL 60153

DIALYSIS CENTER CARDINAL BERNARDIN CANCER CENTER

2160 S FIRST AVENUE MAYWOOD IL 60153

CANCER DIAGNOSIS, TREATMENT, RESEARCH LOYOLA CENTER FOR REHAB - ROOSEVELT RD

1219 W ROOSEVELT ROAD MAYWOOD IL 60153

REHABILITATION CLINIC LOYOLA CENTER IMAGING OAKBROOK TERRACE

1S260 SUMMIT AVENUE OAKBROOK TERRACE IL 60181

CT, MRI & X-RAY SERVICES LOYOLA CTR AESTHETICS - OAKBROOK TERRACE

1S260 SUMMIT AVENUE OAKBROOK TERRACE IL 60181

AESTHETIC SERVICES LOYOLA CTR FOR HEALTH AT NORTH RIVERSIDE

1950 SOUTH HARLEM AVENUE NORTH RIVERSIDE IL 60546

PRIMARY CARE CENTER LOYOLA CTR FOR HEALTH AT OAK PARK

7005 WEST NORTH AVENUE OAK PARK IL 60302

PRIMARY CARE CENTER LOYOLA AMBULATORY SURGERY CENTER

1S224 SUMMIT AVENUE SUITE 201 OAKBROOK TERRACE IL 60181

AMBULATORY SURGERY CENTER LOYOLA CTR FOR HEALTH AT ORLAND PARK

16621 S 107TH COURT ORLAND PARK IL 60467

PRIMARY CARE CENTER LOYOLA CTR FOR HLTH AT OAKBROOK TERRACE

17W740 22ND STREET OAKBROOK TERRACE IL 60181

PRIMARY CARE CENTER LOYOLA CTR FOR HEALTH AT HICKORY HILLS

9608 ROBERTS ROAD HICKORY HILLS IL 60457

PRIMARY CARE CENTER LOYOLA CTR FOR HEALTH AT BURR RIDGE

6800 FRONTAGE ROAD BURR RIDGE IL 60527

PRIMARY CARE CENTER LOYOLA CTR FOR HEALTH AT DARIEN

7511 LEMONT ROAD SUITE 122 DARIEN IL 60561

PRIMARY CARE CENTER LOYOLA CTR FOR REHAB HICKORY HILLS

9608 ROBERS ROAD HICKORY HILLS IL 60457

REHABILITATION CLINIC LOYOLA CTR FOR HEALTH AT ELMHURST

300 NORTH YORK ROAD ELMHURST IL 60126

PRIMARY CARE CENTER LOYOLA CTR FOR HEALTH AT WHEATON

140 EAST LOOP ROAD WHEATON IL 60189

PRIMARY CARE CENTER LOYOLA CTR FOR HEALTH AT HOMER GLEN

15750 MIRIAN DRIVE HOMER GLEN IL 60491

PRIMARY CARE CENTER LOYOLA CTR FOR HEALTH AT LAGRANGE

3210 NORTH LAGRANGE ROAD LAGRANGE PARK IL 60526

PRIMARY CARE CENTER LUHS AT MELROSE PARK (GOTTLIEB)

675 W NORTH AVENUE SUITE 206 MELROSE PARK IL 60160

PRIMARY CARE CENTER LOYOLA CTR CHILDRENS HEALTH OAKBROOK

1S224 SUMMIT AVENUE SUITE 201 OAKBROOK TERRACE IL 60181

CHILDREN'S HEALTH SPECIALTIES LOYOLA CTR FOR HEARING WOODBRIDGE

6440 MAIN STREET SUITE 120 WOODRIDGE IL 60517

HEARING SERVICES PART I, LINE 7G: COSTS ASSOCIATED IN PROVIDING COMMUNITY CLINIC PHYSICIAN SERVICES UNDER SUBSIDIZED HEALTH SERVICES TOTAL $389. PART I, LINE 7F: BAD DEBT EXPENSE OF $52,373,000 HAS BEEN EXCLUDED FROM THE DENOMINATOR IN THE CALCULATIONS FOR PART I, COLUMN F. PART III, LINE 4: THE METHODOLOGY USED TO DETERMINE THE AMOUNTS REPORTED ON LINES 2 AND 3 WAS TO APPLY THE COST TO CHARGE RATIO CALCULATED FROM THE AS FILED MEDICARE COST REPORT TO THE CHARGES RELATED TO BAD DEBTS. ALL SELF PAY PATIENTS RECEIVE A 40% REDUCTION TO CHARGES FOR SERVICES PROVIDED, THIS REDUCTION IS TAKEN BEFORE CALCULATING THE BAD DEBT EXPENSE. THE BAD DEBTS ARE INCLUDED IN THE COMMUNITY BENEFIT REPORT TO REFLECT THE ESTIMATED BENEFIT FOR PROVIDING THE RELATED SERVICES TO PATIENTS. THE FOOTNOTES TO LUMC'S AUDITED FINANCIAL STATEMENTS DO NOT INCLUDE A NOTE ON BAD DEBTS. LUMC'S AUDITED FINANCIAL STATEMENTS INCLUDE THE CHARGES RELATED TO BAD DEBTS AS AN EXPENSE TO REDUCE TOTAL REVENUE. PART III, LINE 8: LUMC PROVIDES QUALITY PATIENT CARE AND PROMOTES HEALTH TO ITS SURROUNDING COMMUNITY THROUGH A VARIETY OF EDUCATIONAL AND SUPPORT PROGRAMS. AS SUCH, THE MEDICARE COST REPORT RELATED SHORTFALL WOULD BE CONSIDERED A COMMUNITY BENEFIT. THE MEDICARE ALLOWABLE COSTS OF CARE ON PART III, LINE 6 WERE COMPUTED USING THE COST TO CHARGE RATIO FROM THE MEDICARE COST REPORT MULTIPLIED AGAINST MEDICARE CHARGES. PART III, LINE 9B: THE LUMC WEBSITE EXPLAINS ALL OF THE VARIOUS FINANCIAL ASSISTANCE PROGRAMS, AND EVEN HAS THE FULL CHARITY POLICY AND APPLICATION ONLINE FOR PRINT OUT. ALL BILLING AND COLLECTION STATEMENTS TO PATIENTS MENTION AVAILABLE FINANCIAL ASSISTANCE PROGRAMS, INCLUDING CHARITY CARE. WHEN PATIENTS CALL TO SCHEDULE CARE, THEY ARE INFORMED OF THE SELF PAY POLICY WHICH INCLUDES A 40% DISCOUNT. THE SCHEDULING STAFF IS ALSO TRAINED TO DISCUSS THE VARIOUS FINANCIAL ASSISTANCE PROGRAMS WHEN A PATIENT INDICATES AN INABILITY TO PAY. PATIENTS ARE OFFERED THE OPPORTUNITY TO MEET WITH AN LUMC FINANCIAL COUNSELOR TO ASSESS THEIR ELIGIBILITY FOR A PAYMENT PLAN, MEDICAID APPLICATION OR CHARITY APPLICATION. ONCE A PATIENT IS DEEMED ELIGIBLE FOR A FINANCIAL ASSISTANCE PROGRAM, THEY WILL BE RESPONSIBLE FOR PAYING ONLY THE BALANCE (IF ANY) AS COMPUTED PER THE LUMC PROGRAM GUIDELINES. FINANCIAL ASSISTANCE TO PATIENTS WITH A BALANCE WILL FOLLOW THE SELF PAY ACCOUNT BILLING CYCLE PER LUMC POLICY, WHICH INCLUDES THREE STATEMENTS, A FINAL NOTICE AND POSSIBLE REFERRAL TO A COLLECTION AGENCY IF THE ACCOUNT REMAINS UNPAID. PART V, LINE 19D: IN DETERMINING THE AMOUNTS BILLED TO INDIVIDUALS WHO DID NOT HAVE INSURANCE COVERING EMERGENCY OR OTHER MEDICALLY NECESSARY CARE, LUMC USED MEDICARE RECEIVED PER THE ILLINOIS UNINSURED PATIENT ACT. PART VI, LINE 2: NEEDS ASSESSMENT: SEE SCHEDULE O. PART VI, LINE 3: PATIENT EDUCATION OF ELIGBILITY FOR ASSISTANCE: IN ADVISING PATIENTS, A FINANCIAL COUNSELOR WILL EXPLAIN LUMC'S PAYMENT POLICY AND DISCUSS A PAYMENT PLAN FOR THE SERVICES. PATIENTS WHO ARE NOT ABLE TO COMPLY WITH THE REQUEST FOR PAYMENT WILL THEN BE EVALUATED FOR POSSIBLE MEDICAID ELIGIBILITY. THE FINANCIAL COUNSELOR WILL INITIATE THE MEDICAID APPLICATION OR DIRECT THE PATIENT TO THE PUBLIC AID OFFICE WHENEVER IT APPEARS THE PATIENT WOULD QUALIFY. A COPY OF THE MEDICAID DENIAL MAY BE REQUESTED PRIOR TO EXTENDING CHARITY OR FINANCIAL ASSISTANCE. A PATIENT THEN REQUESTING CHARITY CARE MUST PROVIDE THE FOLLOWING DOCUMENTATION WITHIN 14 DAYS OF THE REQUEST. THE FOLLOWING DOCUMENTATION IS REQUIRED FOR EVALUATION FOR CHARITY CARE OR FINANCIAL ASSISTANCE REVIEW AND APPROVAL: 1. A COPY OF THE PREVIOUS YEAR W2, 1040 AND ANY OTHER APPLICABLE TAX FORMS THAT WERE FILED. 2. COPIES OF THE 3 MOST RECENT PAYCHECK STUBS FROM THE EMPLOYER. 3. IF THE PATIENT IS PAID CASH, A LETTER FROM EMPLOYER STATING THE AMOUNT PAID WEEKLY. 4. COPIES OF A SOCIAL SECURITY CHECK IF THEY ARE RECEIVING ONE. 5. COPY OF THE LAST CHECKING AND/OR SAVINGS ACCOUNT STATEMENT. IF THE PATIENT DOES NOT PROVIDE APPROPRIATE DOCUMENTATION, A CREDIT CHECK WILL BE RUN ON THE PATIENT. BASED ON THE INFORMATION PROVIDED BY THE TRANS UNION SERVICES, A CHARITY DETERMINATION WILL BE MADE. WHEN PATIENTS QUALIFY FOR CHARITY CARE OR FINANCIAL ASSISTANCE, THEY WILL RECEIVE THE APPLICABLE DISCOUNT FOR A PERIOD OF SIX MONTHS. THIS WILL BE SO INDICATED ON THE REGISTRATION SYSTEM BY THE APPROPRIATE ASSIGNED PLAN CODE FOR EACH LEVEL OF DISCOUNT. PART VI, LINE 4: COMMUNITY INFORMATION: SEE SCHEDULE O. PART VI, LINE 5: PROMOTION OF COMMUNITY HEALTH: SEE SCHEDULE O. PART VI, LINE 6: AFFILIATED HEALTH CARE SYSTEM: SEE SCHEDULE O. true LOYOLA UNIVERSITY OF CHICAGO 820 N MICHIGAN AVENUE CHICAGO IL 60611 361408475 501(C)(3) 18007722 0 N/A N/A SEE PART IV 1 0 PART I, LINE 2 AS PART OF THE LUMC AFFILIATION AGREEMENT, LUMC AGREED TO PROVIDE ECONOMIC SUPPORT TO LOYOLA UNIVERSITY CHICAGO FOR THE STRITCH SCHOOL OF MEDICINE AND OTHER ACADEMIC OPERATIONS OF THE UNIVERSITY. PART II, LINE 1, COLUMN H THE PURPOSE OF THE ASSISTANCE TO THE LOYOLA UNIVERSITY OF CHICAGO WAS TO SUPPORT THE STRITCH SCHOOL OF MEDICINE AND TO PROVIDE CLINICAL EDUCATION SUPPORT. X X true true X X X X X true true false false false false false true true true THOMAS C ORIGITANO MD 450414 126000 61902 0 3813 0 16966 4016 17199 2526 550294 132542 0 0 ROBERT SULO MD 320905 0 0 0 2184 0 20982 0 17319 0 361390 0 0 0 DAVID J WILBER MD 468605 103000 65985 0 3638 0 17602 3380 7914 1037 563744 107417 0 0 PAUL K WHELTON MD MSC 768520 0 136343 0 23874 0 405700 0 10808 0 1345245 0 19343 0 SHARON O'KEEFE 526478 0 79000 0 45275 0 98911 0 22443 0 772107 0 0 0 JOHN P MORDACH 465205 0 48000 0 19836 0 37700 0 27705 0 598446 0 0 0 CHARLES E REITER III 454548 0 0 0 83891 0 144091 0 23563 0 706093 0 0 0 PATRICIA CASSIDY 181156 198867 56300 0 23096 4000 89647 43253 8323 2486 358522 248606 0 0 DANIEL J POST 351618 0 110995 0 89113 0 101217 0 19139 0 672082 0 58495 0 KAREN ALEXANDER 302815 0 50148 0 693 0 36200 0 22311 0 412167 0 6648 0 JILL RAPPIS 158440 68505 0 0 811 0 52085 0 7239 0 218575 68505 0 0 MAMDOUH BAKHOS MD 810313 0 250268 0 5774 0 20982 0 8509 0 1095846 0 136654 0 RICHARD L GAMELLI MD 117024 496500 420559 0 4897 0 15848 5134 11605 5582 569933 507216 0 0 BRUCE E LEWIS MD 674692 0 111500 0 1695 0 20982 0 18952 0 827821 0 0 0 TERRY R LIGHT MD 361356 138100 228991 0 23086 0 20152 830 17444 2225 651029 141155 132684 0 GUIDO MARRA MD 542283 0 208921 0 732 0 20982 0 18663 0 791581 0 0 0 ANTHONY L BARBATO MD 0 0 0 0 208175 0 0 0 1807 0 209982 0 0 0 ELIZABETH FRYE MD 1990 0 0 0 152132 0 0 0 8889 0 163011 0 0 0 MICHAEL SCHEER 0 0 123610 0 432603 1000 0 0 9730 0 565943 1000 123610 0 WILLIAM CANNON MD 335270 0 69000 0 810 0 19600 0 17339 0 442019 0 69000 0 PAULA HINDLE 235370 0 115643 0 1584 0 64916 0 8867 0 426380 0 115643 0 ARTHUR KRUMREY 308898 0 100224 0 2198 0 114900 0 24394 0 550614 0 69224 0 PART I, LINE 1A TAX INDEMNIFICATION AND GROSS-UP PAYMENTS AND HOUSING ALLOWANCE THE PRESIDENT OF LUH RECEIVED A LIMITED AMOUNT OF COMPENSATION IN THE FORM OF PAYMENTS FOR A HOUSING ALLOWANCE IN LIEU OF MOVING EXPENSES FROM OUT OF STATE. THESE PAYMENTS WERE TREATED AND REPORTED AS TAXABLE INCOME TO HER AND INCLUDED A REIMBURSEMENT FOR APPLICABLE TAXES. PART I, LINE 4A DR. ELIZABETH FRYE IS A FORMER SENIOR VICE PRESIDENT OF THE ORGANIZATION AND RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $151,239 AS A RESULT OF HER SEPARATE FROM SERVICE. MICHAEL SCHEER, THE ORGANIZATION'S FORMER SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER AND TREASURER ("LUMC CFO") RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $432,603 AS A RESULT OF HIS SEPARATION FROM SERVICE. IN ORDER TO MAINTAIN CONTINUITY THROUGH THE SENIOR EXECUTIVE TRANSITION WHEN LUMC'S FORMER CEO RETIRED AFTER MANY YEARS OF SERVICE, LUMC ENTERED INTO A WRITTEN AGREEMENT WITH DR. ANTHONY BARBATO TO ASSURE HIS AVAILABILITY FOR CONSULTATION. HE RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $208,175. PART I, LINE 4B BOTH THE LUMC RETIREMENT RESTORATION PLAN (RRP) AND THE LUMC SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) ARE NON-QUALIFIED DEFERRED COMPENSATION PLANS WITH PARTICIPATION LIMITED TO A CERTAIN GROUP OF EXECUTIVES. BOTH PLANS PROVIDE A BENEFIT PAYABLE ON TERMINATION OF EMPLOYMENT AS A SUPPLEMENTAL RETIREMENT BENEFIT. THE RRP APPLIES THE BENEFIT FORMULA OF THE LUMC EMPLOYEES' RETIREMENT PLAN (ERP) AND THE LOYOLA UNIVERSITY OF CHICAGO ("LUC") EMPLOYEES' RETIREMENT PLAN (LUERP) TO A PARTICIPANT'S SERVICE AND COMPENSATION WITHOUT REGARD TO THE LIMITS ON COMPENSATION IMPOSED BY LAW ON ERP AND LUERP. THE RESULTING AMOUNT IS REDUCED BY THE BENEFITS ACTUALLY PAYABLE UNDER ERP AND LUERP, AND THE RESULTING ADDITIONAL BENEFIT IS CONVERTED TO AN ACTUARIAL BENEFIT UNDER THE SAME FORMULA FOR LATER-HIRED EXECUTIVES. BOTH THE RRP AND THE SERP COMPLY WITH SECTION 409A OF THE INTERNAL REVENUE CODE (CODE). BOTH CONTAIN COMPLIANT DEFINITIONS FOR DISABILITY, TERMINATION OF EMPLOYMENT AND UNFORESEEABLE EMERGENCY, AND BOTH PLANS SPECIFY THE TIME AND FORM OF BENEFIT PAYMENT. BECAUSE OF THE SPECIAL INCOME TAX RULES THAT APPLY TO TAX-EXEMPT ENTITIES UNDER SECTION 457(F) OF THE CODE, BENEFITS PROVIDED UNDER NON-QUALIFIED DEFERRED COMPENSATION ARRANGEMENTS LIKE THE RRP AND THE SERP ARE TAXABLE ON THE EARLIER OF THE DATE SUCH BENEFITS ARE ACTUALLY PAID TO A PARTICIPANT OR THE DATE THE PARTICIPANT'S RIGHT TO RECEIVE BENEFITS BECOMES VESTED (NON-FORFEITABLE). UNDER THE TERMS OF THE PLANS IN THE CARE OF BOTH THE SERP AND THE RRP, BENEFITS VEST AFTER FIVE YEARS OF SERVICE. CONSEQUENTLY, THE AMOUNT OF A PARTICIPANT'S ACCRUED BENEFIT IS TAXABLE WHEN THE PARTICIPANT IS CREDITED WITH FIVE YEARS OF SERVICE (FUTURE BENEFITS ARE ALSO TAXABLE AS THEY ACCRUE AFTER VESTING). BOTH THE RRP AND THE SERP PROVIDE A PAYMENT TO PARTICIPANTS IN AN AMOUNT BASED ON THEIR INCOME TAX OBLIGATIONS. FOR BENEFITS VESTING PRIOR TO TERMINATION OF EMPLOYMENT (OTHER EVENTS, SUCH AS DISABILITY, DEATH OR FINANCIAL HARDSHIP RESULTING FROM AN UNFORESEEABLE EMERGENCY CAN ALSO TRIGGER PAYMENT OF BENEFITS), THIS PAYMENT IS A PERMISSIBLE BENEFIT DISTRIBUTION UNDER THE SECTION 409(A) REGULATIONS. ANY SUCH PAYMENTS ARE TREATED AS ACCELERATED PAYMENTS OF BENEFITS AND REDUCE THE BENEFIT AMOUNT PAYABLE AT TERMINATION OF EMPLOYMENT. PAUL K. WHELTON, SHARON O'KEEFE, JOHN MORDACH, CHARLES E. REITER, III, KAREN ALEXANDER AND DANIEL POST PARTICIPATED IN THE SERP BUT RECEIVED NO PAYMENTS. PAUL K. WHELTON, SHARON O'KEEFE, JOHN MORDACH AND KAREN ALEXANDER ARE NON-VESTED PARTICIPANTS IN THE SERP PLAN. CHARLES E. REITER, III AND PATRICIA CASSIDY PARTICIPATED IN THE RRP BUT RECEIVED NO PAYMENTS. PART I, LINE 7 CERTAIN NON-FIXED PAYMENTS (BONUSES) WERE PAID TO CERTAIN EXECUTIVES IN 2010. THE INCENTIVE PROCESS IS AS FOLLOWS: SENIOR ADMINISTRATORS HAVE A RANGE OF POTENTIAL INCENTIVE COMPENSATION, DEPENDING ON INDIVIDUAL AND GROUP PERFORMANCE AND ACHIEVEMENT OF PRE-DETERMINED GOALS. EACH YEAR, THE CEO MEETS WITH HIS DIRECT REPORTS TO ASSESS PERFORMANCE AND REVIEW THEIR ANNUAL SUMMARY REPORTS. THE PERFORMANCE EVALUATIONS ARE THEN INCLUDED AS PART OF AN ANNUAL REPORT THAT IS REVIEWED BY THE COMPENSATION COMMITTEE OF THE LUMC/LUHS BOARD. THE COMPENSATION COMMITTEE DETERMINES THE BONUS, IF ANY. THE ANNUAL REPORT INCLUDES THE FOLLOWING DOCUMENTS: NARRATIVE ANNUAL REPORT DETAILING BENCHMARK GOAL ACHIEVEMENT BASED UPON PRIOR YEAR'S GOALS, STATED GOALS FROM PREVIOUS YEAR, AUDITED FINANCIALS, FINANCIAL PLAN FOR THE NEXT YEAR, INDIVIDUAL EVALUATIONS FOR EACH SENIOR OFFICE AND INCENTIVE COMPENSATION RECOMMENDATIONS. IN ADDITION TO BASE COMPENSATION, INCENTIVE PAYMENTS ARE MADE BY LUMC TO PHYSICIANS FOR PERSONALLY PERFORMED CLINICAL DUTIES. PHYSICIANS MEET APPROVED ESTABLISHED PRODUCTIVITY TARGETS SET BY THE APPLICABLE DEPARTMENT CHAIR. PHYSICIAN COMPENSATION PLANS, INCLUDING INCENTIVE COMPENSATION ARRANGEMENTS, ARE APPROVED BY THE LUHS EXECUTIVE COMPENSATION PLANNING COMMITTEE, WHICH IS MADE UP OF SENIOR LEADERS IN THE ORGANIZATION. PART I, LINE 8 DURING THE PRIOR TAX YEAR, AS PART OF A MANAGEMENT TRANSITION, THE CFO AND THE PRESIDENT OF LUH JOINED THE ORGANIZATION FROM OTHER INSTITUTIONS. EACH RECEIVED A WRITTEN OFFER LETTER WHICH DESCRIBED THE TERMS OF THEIR EMPLOYMENT, INCLUDING THEIR BASE COMPENSATION AND NON-FIXED PAYMENTS. COMPENSATION WAS SET BY THE ORGANIZATION'S COMPENSATION COMMITTEE PURSUANT TO ITS POLICIES AND PROCEDURES. PART II & FORM 990, PART VII WILLIAM CANNON, PAULA HINDLE AND ARTHUR KRUMREY REMAIN EMPLOYED BY THE ORGANIZATION IN THE SAME CAPACITY, BUT NO LONGER MEET THE REQUIREMENTS OF A KEY EMPLOYEE. THOMAS ORIGITANO, ROBERT SULO, AND DAVID J WILBER ARE EMPLOYED FULL TIME AS PHYSICIANS AND ARE NOT COMPENSATED FOR THEIR POSITIONS ON THE BOARD. ILLINOIS FINANCE AUTHORITY 861091967 45200BN46 2006-12-19 85145000 REDEEM EARLIER BONDS (2001) false false false ILLINOIS FINANCE AUTHORITY 861091967 45200BN53 2006-12-20 75000000 SEE PART V false false false ILLINOIS FINANCE AUTHORITY 861091967 45200BS58 2006-12-20 75000000 SEE PART V false false false 85145000 76500000 448426 39584 8116600 40390 false true true true 75000000 3968189 361735 68401899 553215 1714962 2008 false false true true 75000000 4036383 363645 68414049 1779042 406881 2008 false false true true false false false false true 0.00000 0.00000 0.00000 true false false false false true 0.00000 0.00000 0.00000 true false true false false false true false true false false false false false true false false false false SERIES 2006 B/C THE PROCEEDS OF THE SERIES 2006A BONDS WERE APPLIED, TOGETHER WITH CERTAIN OTHER FUNDS, TO PAY OR REIMBURSE, OR REFINANCE CERTAIN INDEBTEDNESS THE PROCEEDS OF WHICH WERE USED TO PAY OR REIMBURSE, THE COSTS OF ACQUIRING, CONSTRUCTING, RENOVATING, REMODELING AND EQUIPPING IMPROVEMENTS TO THE 523 LICENSED BED ACUTE CARE ACADEMIC MEDICAL CENTER AND LEVEL 1 TRAUMA CENTER OF LOYOLA UNIVERSITY MEDICAL CENTER ("LUMC") AND ALL NECESSARY AND ATTENDANT FACILITIES, EQUIPMENT, SITE WORK AND UTILITIES THERETO, INCLUDING THE CONSTRUCTION AND EQUIPPING OF A VASCULAR CARE CENTER EXPECTED TO CONSIST OF APPROXIMATELY 175,000 GROSS SQUARE FEET AND A NEW 1,315 SPACE PARKING GARAGE (THE "PROJECT") AND FUND WORKING CAPITAL FOR THE PROJECT. DAWN MACK RN SISTER OF OFFICER 77395 EMPLOYED BY LUMC false THERESA HINDLE SISTER OF FMR KEY EMPLYEE 43343 EMPLOYED BY LUMC false REBECCA BARBATO MD DAUGHTER OF FMR DIR/CEO 220876 EMPLOYED BY LUMC false BENJAMIN BARBATO SON OF FORMER DIR/CEO 15387 EMPLOYED BY LUMC false HOWARD SANKARY MD SPOUSE OF FORMER OFFICER 437885 EMPLOYED BY LUMC false X 1 1800 APPRAISAL BY AUCTION X 3 2095452 MRKT VALUE GIFT DATE X AIRLINE TICKETS 1 32000 FMV X TOY DONATIONS 6 15420 FMV X MEDICAL SUPPLIES 1 36666 FMV X 2 SETS OF HEARING AIDS 2 7280 FMV X FLATSCREEN TELEVISION 1 1735 FMV X EPSON MULTIMEDIA PROJECTOR 1 836 FMV X SHAMPOO FOR NURSES BAGS 1 263 FMV false true false PART I, COLUMN B THE AMOUNTS SHOWN IN PART I, COLUMN (B) FOR "NUMBER OF CONTRIBUTIONS" REPRESENTS THE TOTAL NUMBER OF CONTRIBUTORS AND NOT NECESSARILY THE TOTAL NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART III, LINE 1 MISSION STATEMENT LOYOLA UNIVERSITY HEALTH SYSTEM IS COMMITTED TO EXCELLENCE IN PATIENT CARE AND THE EDUCATION OF HEALTH PROFESSIONALS. WE BELIEVE THAT OUR CATHOLIC HERITAGE AND JESUIT TRADITIONS OF ETHICAL BEHAVIOR, ACADEMIC DISTINCTION AND SCIENTIFIC RESEARCH LEAD TO NEW KNOWLEDGE AND ADVANCE OUR HEALING MISSION IN THE COMMUNITIES WE SERVE. WE BELIEVE THAT THOUGHTFUL STEWARDSHIP, LEARNING AND CONSTANT REFLECTION ON EXPERIENCE IMPROVE ALL WE DO AS WE STRIVE TO PROVIDE THE HIGHEST QUALITY HEALTH CARE. WE BELIEVE IN GOD'S PRESENCE IN ALL OUR WORK. THROUGH OUR CARE, CONCERN, RESPECT AND COOPERATION, WE DEMONSTRATE THIS BELIEF TO OUR PATIENTS AND FAMILIES, OUR STUDENTS AND EACH OTHER. TO FULFILL OUR MISSION WE FOSTER AN ENVIRONMENT THAT ENCOURAGES INNOVATION, EMBRACES DIVERSITY, RESPECTS LIFE AND VALUES HUMAN DIGNITY. WE ARE COMMITTED TO GOING BEYOND THE TREATMENT OF DISEASE. WE ALSO TREAT THE HUMAN SPIRIT. FORM 990, PART III, LINE 4 & SCHEDULE H PROGRAM SERVICES ACCOMPLISHMENTS: GENERAL INFORMATION AND HISTORY BASED IN THE WESTERN SUBURBS OF CHICAGO, LOYOLA UNIVERSITY MEDICAL CENTER ("LUMC") IS A QUATERNARY CARE SYSTEM WITH A 61-ACRE MAIN MEDICAL CENTER CAMPUS AND 18 PRIMARY- AND SPECIALTY-CARE FACILITIES IN COOK, WILL AND DUPAGE COUNTIES. THE MEDICAL CENTER CAMPUS IS CONVENIENTLY LOCATED IN MAYWOOD, 13 MILES WEST OF THE CHICAGO LOOP AND 8 MILES EAST OF OAK BROOK, ILLINOIS. THE HEART OF THE MEDICAL CENTER CAMPUS, LUMC'S HOSPITAL, IS A 569-LICENSED-BED FACILITY. BESIDES THE HOSPITAL, THE FOLLOWING CLINICAL FACILITIES ARE LOCATED ON CAMPUS: A LEVEL 1 TRAUMA CENTER, A BURN CENTER, THE RONALD MCDONALD CHILDREN'S HOSPITAL OF LOYOLA UNIVERSITY MEDICAL CENTER, THE CARDINAL BERNARDIN CANCER CENTER, LOYOLA OUTPATIENT CENTER, LOYOLA CENTER FOR HEART & VASCULAR MEDICINE AND LOYOLA ORAL HEALTH CENTER. THE CAMPUS IS ALSO THE HOME OF LOYOLA UNIVERSITY OF CHICAGO'S STRITCH SCHOOL OF MEDICINE, THE MARCELLA NIEHOFF SCHOOL OF NURSING AND THE LOYOLA CENTER FOR FITNESS. BECAUSE OF ITS CONVENIENT LOCATION, LUMC IS ACCESSIBLE TO THE MAJORITY OF THE CHICAGO (SIX-COUNTY) METROPOLITAN AREA OF 8.5 MILLION PEOPLE. THE POPULATION OF LUMC' PRIMARY SERVICE AREA IS 4.1 MILLION PEOPLE AND ENCOMPASSES A NORTHWEST, CENTRAL, AND SOUTHWEST AREA. AS A WELL-KNOWN AND RESPECTED TERTIARY CARE AND LEVEL I TRAUMA CENTER, THE LUMC'S HOSPITAL SERVES APPROXIMATELY 2 MILLION PEOPLE LIVING IN WESTERN COOK, DUPAGE AND WILL COUNTIES AS WELL AS THOSE FROM SURROUNDING STATES. MORE THAN 100 HOSPITALS TRANSFERRED 3,667 INPATIENTS TO LUMC'S HOSPITAL LAST YEAR FOR SPECIALIZED CARE AND TREATMENT IN PARTICULAR FOR HEART DISEASE, CANCER, BURN/TRAUMA, ORGAN TRANSPLANTATION AND NEUROLOGICAL DISORDERS. SOME OF THOSE 3,667 INPATIENTS WHO WERE TRANSFERRED FROM OTHER HOSPITALS, RECEIVED CHARITY CARE FROM LUMC. THE PRIMARY SERVICE AREA (CENTRAL AREA), WHICH ACCOUNTS FOR 58 PERCENT OF PATIENTS SERVED AT LUMC, HAS A DIVERSE POPULATION OF ALMOST 2 MILLION AND IS MADE UP OF THE FOLLOWING CHARACTERISTICS: - 13 PERCENT OF THE POPULATION IS AGE 65 OR OLDER - AVERAGE HOUSEHOLD INCOME IS $70,131 WITH 20 PERCENT OF HOUSEHOLDS OVER $100,000 AND 21 PERCENT UNDER $25,000 - HISPANICS ARE AMONG THE FASTEST-GROWING GROUP MAKING UP 33 PERCENT OF THE POPULATION - 226,069 INPATIENT DISCHARGES LAST YEAR FROM THIS AREA WITH LUMC'S HOSPITAL SERVING 6.3 PERCENT OF THESE (HIGHEST AMONG ALL HOSPITALS) LUMC'S HOSPITAL ALSO PROVIDES CRITICAL CARE TO PATIENTS FROM AS FAR AS 300 MILES AWAY WHO ARE TRANSPORTED TO THE HOSPITAL VIA AN AIR-TRANSPORT SERVICE. THESE CRITICALLY INJURED OR SEVERELY ILL PATIENTS TYPICALLY RECEIVE LOYOLA'S LEVEL I TRAUMA SERVICES. TO ENSURE THE PATIENT CARE SERVICES AND COMMUNITY BENEFITS ARE RESPONSIVE TO THE MISSION OUTLINED ABOVE, LUMC PERFORMS AN ONGOING ASSESSMENT OF THE NEEDS OF THE MEDICALLY UNDERSERVED POPULATION WITHIN THE COMMUNITY THAT SURROUNDS THE MAIN CAMPUS. THIS ASSESSMENT INCLUDES LOOKING TO THE PRIMARY AND SECONDARY SERVICE AREAS FROM WHICH MANY OF OUR PATIENTS COME. LUMC SEEKS NEW OPPORTUNITIES TO BETTER SERVE THE NEEDS OF THESE POPULATIONS AS THEIR NEEDS CHANGE AND AS ADVANCES ARE MADE IN MEDICAL CARE. THE NEEDS ASSESSMENT IS PERFORMED PERIODICALLY THROUGH VARIOUS METHODS INCLUDING POPULATION PROJECTIONS BY ZIP CODE FOR LUMC' SERVICE AREAS, WHICH INVOLVES IDENTIFICATION OF THE NUMBER OF PATIENTS SERVED, INCLUDING THEIR AGE, RACE AND SEX. THESE DATA ARE USED TO DETERMINE THE COMMUNITY-BENEFIT NEEDS AND TO EVALUATE BOTH EXISTING AND FUTURE PROGRAMS THAT WILL SERVE THOSE NEEDS. THE CENTERS FOR MEDICARE AND MEDICAID SERVICES (CMS) RELEASED INFORMATION ON THE STATE OF QUALITY AT AMERICA'S HOSPITALS ON ITS HOSPITAL COMPARE WEB SITE. LUMC'S NUMBERS REFLECT WELL ON ITS COMMITMENT TO HIGH QUALITY CARE. THE FINDINGS AT LUMC DOCUMENT OUR LEADERSHIP AND WORLD-CLASS LEVEL OF HEART CARE. AS AN EXAMPLE, THE 30-DAY MORTALITY RATE AMONG HEART FAILURE PATIENTS IS 24 PERCENT LOWER THAN THE NATIONAL AVERAGE. ALSO, THE LUMC RESULTS WERE SIGNIFICANTLY BETTER THAN STATE AND NATIONAL AVERAGES IN OVERALL PATIENT SATISFACTION AND IN THE PERCENTAGE OF PATIENTS WHO WOULD RECOMMEND LUMC TO FRIENDS AND FAMILY. FORM 990, PART III, LINE 4 & SCHEDULE H CONT. COMMUNITY BENEFIT MINISTRY: MINISTRY FOR THE POOR AND THE UNDERSERVED REPRESENTS THE FINANCIAL COMMITMENT TO SEEK OUT AND SERVE THOSE WHO NEED HELP THE MOST, ESPECIALLY THE WORKING POOR, THE UNINSURED, AND THE INDIGENT. THIS IS DONE WITH THE CONVICTION THAT HEALTHCARE IS A BASIC HUMAN RIGHT. THE CATEGORIES USED TO CLASSIFY MINISTRY FOR THE POOR AND THE UNDERSERVED ARE AS FOLLOWS: - ACTIVITIES AND PROGRAMS FOR THE POOR AND THE UNDERSERVED REPRESENTS THE COST OF SERVICES PROVIDED FOR WHICH A PATIENT BILL IS NOT RENDERED OR FOR WHICH A FEE HAS BEEN ASSESSED WHICH RECOVERS ONLY A PORTION OF THE COST OF THE RENDERED SERVICE. ONE EXAMPLE IS THE MAYWOOD FREE CLINIC OFFERS SERVICES AT NO CHARGE TO PATIENTS WHO CANNOT AFFORD TO PAY FOR THESE SERVICES. - CHARITY CARE REPRESENTS THE COST OF SERVICES PROVIDED TO PATIENTS WHO CANNOT AFFORD HEALTH CARE SERVICES DUE TO INADEQUATE RESOURCES AND/OR ARE UNINSURED OR UNDERINSURED. A PATIENT IS CLASSIFIED AS A CHARITY PATIENT IN ACCORDANCE WITH THE HOSPITAL'S ESTABLISHED POLICIES AND WHERE NO PAYMENT FOR SUCH SERVICES IS ANTICIPATED. IN THE SPIRIT OF OUR CATHOLIC JESUIT TRADITION, LUMC IS COMMITTED TO PROVIDING HEALTH-CARE SERVICES TO ALL PATIENTS BASED ON MEDICAL NECESSITY. FOR PATIENTS WHO REQUIRE FINANCIAL ASSISTANCE OR WHO ARE EXPERIENCING TEMPORARY FINANCIAL HARDSHIP, LUMC OFFERS SEVERAL PAYMENT OPTIONS AND ALSO OFFERS CHARITY CARE OR FREE CARE. - SHORT-TERM INSTALLMENT PAYMENTS - PATIENTS WITH FINANCIAL HARDSHIP MAY BE ELIGIBLE FOR A SHORT-TERM INSTALLMENT PAYMENT PLAN. FOR PHYSICIAN BILLING, LUMC WILL ACCEPT INSTALLMENT PAYMENTS FOR A PERIOD OF UP TO 12 MONTHS. THE MINIMUM PAYMENT IS $25 PER MONTH. PATIENTS WILL NEED TO CALL PATIENT FINANCIAL ASSISTANCE TO SET UP THIS ARRANGEMENT. FOR HOSPITAL/CLINIC BILLING, LUMC WILL ACCEPT INSTALLMENT PAYMENTS FOR A PERIOD OF UP TO 24 MONTHS. THE MINIMUM PAYMENT IS $50 PER MONTH. PATIENTS WILL NEED TO CALL PATIENT FINANCIAL ASSISTANCE TO SET UP THIS ARRANGEMENT. - FINANCIAL ASSISTANCE / CHARITY CARE POLICY - FREE CARE FOR MEDICALLY NECESSARY SERVICES IS GIVEN TO PATIENTS WHO EARN 200 PERCENT OR LESS OF FEDERAL POVERTY GUIDELINES. MEDICALLY NECESSARY SERVICES ARE THOSE SERVICES TYPICALLY COVERED BY MEDICARE. ELECTIVE SERVICES SUCH AS COSMETIC SURGERY ARE NOT INCLUDED IN OUR CHARITY PROGRAM. THOSE WHO EARN MORE THAN 200 PERCENT OF THE FEDERAL GUIDELINES MAY BE ELIGIBLE FOR A PARTIAL DISCOUNT THAT RANGES BETWEEN 50 PERCENT AND 75 PERCENT OF THE CHARGES. BOTH THE HOUSEHOLD ADJUSTED ANNUAL GROSS INCOME AND THE DOLLAR AMOUNT OF THE ACCOUNT BALANCE ARE TAKEN INTO CONSIDERATION. IF THE AMOUNT DUE IS 50 PERCENT OR MORE THAN A PATIENT'S DOCUMENTED ANNUAL INCOME, 100 PERCENT OF THE BILL IS DISCOUNTED. THE CHARITY PROGRAM IS BASED ON THE CURRENT FEDERAL POVERTY GUIDELINES FOR A FAMILY'S SIZE COMPARED WITH THE FAMILY'S HOUSEHOLD ADJUSTED ANNUAL GROSS INCOME. FOR EXAMPLE: - A PATIENT WITH AN ANNUAL GROSS INCOME UNDER $21,661 IN A SINGLE HOUSEHOLD WOULD RECEIVE A 100 PERCENT DISCOUNT. - A PATIENT WITH AN ANNUAL GROSS INCOME OF $56,000 IN A HOUSEHOLD OF FOUR WOULD RECEIVE A 75 PERCENT DISCOUNT. WHEN PATIENTS QUALIFY FOR CHARITY CARE OR FINANCIAL ASSISTANCE, THEY WILL RECEIVE THE APPLICABLE DISCOUNT FOR SIX MONTHS. IF CARE CONTINUES FOLLOWING THE INITIAL SIX-MONTH PERIOD, A PATIENT'S FINANCIAL SITUATION IS REASSESSED AND UPDATED INFORMATION MUST BE PROVIDED. - PATIENT FINANCIAL SERVICES - FINANCIAL COUNSELORS ARE AVAILABLE TO WORK WITH PATIENTS IN COMPLETING A FINANCIAL EVALUATION TO DETERMINE WHAT TYPE OF ASSISTANCE MAY BE AVAILABLE. THIS INCLUDES ASSESSING ELIGIBILITY FOR MEDICAID OR MEDICARE. - EMERGENCY CARE - LUMC OPERATES AN EMERGENCY DEPARTMENT OPEN TO EVERY INDIVIDUAL, 24 HOURS A DAY SEVEN DAYS A WEEK, REGARDLESS OF A PATIENT'S ABILITY TO PAY. DURING FISCAL YEAR 2011, THERE WERE 51,231 EMERGENCY PATIENT VISITS. SOME OF THOSE VISITS WERE PROVIDED AS CHARITY AND UNCOMPENSATED CARE. IN FISCAL YEAR 2011, EXPENDITURES OF APPROXIMATELY $12.8 MILLION (AT COST) WERE INCURRED FOR CHARITY AND UNCOMPENSATED CARE. - LANGUAGE-ASSISTANT SERVICES - LUMC CONTINUES TO INCLUDE IN ITS OPERATING BUDGET PROVISIONS FOR FREE LANGUAGE-ACCESS SERVICES, INCLUDING INTERPRETATION SERVICES AND TRANSLATION OF VITAL DOCUMENTS FOR PATIENTS WITH LIMITED ENGLISH PROFICIENCY, AND PROVISION OF AMERICAN SIGN LANGUAGE (ASL) INTERPRETERS FOR DEAF AND HARD-OF-HEARING PATIENTS. IN THE PAST 12 MONTHS, LUMC HAS CARED FOR PATIENTS WHO SPEAK 49 LANGUAGES FROM AROUND THE WORLD. THE HEALTH SYSTEM EMPLOYS A TOTAL OF 16 QUALIFIED MEDICAL INTERPRETERS WHO SPEAK SPANISH, POLISH, ARABIC, AND ASL, AND WE PROVIDE 24-HOUR INTERPRETING SERVICE BY PHONE, CURRENTLY USING NEARLY 15,000 MINUTES EACH MONTH. LUMC IS IMPLEMENTING A SYSTEM OF REMOTE VIDEO INTERPRETING IN THE EMERGENCY DEPARTMENT (ED) SO THAT ASL INTERPRETER SERVICES CAN BE PROVIDED IMMEDIATELY UPON THE PATIENT'S ENTRY TO THE ED. LUMC'S SPANISH-, POLISH-, AND ARABIC-SPEAKING PATIENTS NOW HAVE A DIRECT INTERPRETER ACCESS LINE. THIS ALLOWS THEM TO CALL LUMC VIA A DEDICATED 800 NUMBER WITH A PHONE INTERPRETER FACILITATING THEIR CALL IN TO LUMC, THUS MAKING IT EVEN EASIER FOR THEM TO COMMUNICATE WITH LUMC STAFF WHEN THEY ARE NOT IN A LUMC FACILITY. THROUGH THE DEDICATED EFFORTS OF OUR INTERPRETER SERVICES DEPARTMENT, THIS PROGRAM HAS ENSURED EQUAL ACCESS TO MEDICAL CARE FOR THOUSANDS OF LUMC PATIENTS IN COMPLIANCE WITH FEDERAL REGULATION, ILLINOIS LAW, AND REGULATORY REQUIREMENTS. THIS COMMUNITY SERVICE WILL CONTINUE TO BE PROVIDED IN THE FUTURE AND COST LUMC ALMOST $1.8 MILLION TO OPERATE IN FISCAL YEAR 2011. - UNPAID COST OF MEDICAID AND OTHER PUBLIC PROGRAMS REPRESENTS THE COST OF PROVIDING SERVICES TO BENEFICIARIES OF PUBLIC PROGRAMS, INCLUDING STATE MEDICAID AND INDIGENT CARE PROGRAMS, IN EXCESS OF GOVERNMENTAL AND MANAGED CARE CONTRACT PAYMENTS. LUMC INCURS ADDITIONAL UNREIMBURSED COSTS OF PROVIDING SERVICES TO MEDICAID AND MEDICARE PATIENTS. TOTAL HOSPITAL MEDICAID PATIENT DAYS IN FISCAL YEAR 2011 WERE 25,767. OUR NEONATAL INTENSIVE CARE PROGRAM, OBSTETRICS AND GYNECOLOGY PROGRAM AND OUR RONALD MCDONALD CHILDREN'S HOSPITAL ARE SIGNIFICANT PROVIDERS OF CARE TO THE MEDICAID POPULATION. THESE PROGRAMS CONTINUE TO GROW IN RESPONSE TO THE DEMAND IN THE SURROUNDING COMMUNITY AS WELL AS IN OUR PERINATAL NETWORK THROUGHOUT THE STATE. IN FISCAL YEAR 2011, THE FINANCIAL CONTRIBUTION IN TERMS OF THE EXCESS COST OVER REIMBURSEMENT FOR GOVERNMENT SPONSORED INDIGENT HEALTH CARE WAS $52 MILLION. - MINISTRY FOR THE BROADER COMMUNITY REPRESENTS THE COST OF SERVICES PROVIDED FOR THE GENERAL BENEFIT OF THE COMMUNITIES IN WHICH LUMC OPERATES. MANY PROGRAMS ARE TARGETED TOWARD POPULATIONS THAT MAY BE POOR, BUT ALSO INCLUDE THOSE AREAS THAT MAY NEED SPECIAL HEALTH SERVICES AND SUPPORT. THESE PROGRAMS ARE NOT INTENDED TO BE FINANCIALLY SELF-SUPPORTING. - ACTIVITIES AND PROGRAMS FOR THE BROADER COMMUNITY REPRESENT THE COST OF SERVICES PROVIDED FOR WHICH A PATIENT BILL IS NOT RENDERED OR FOR WHICH A FEE HAS BEEN ASSESSED WHICH RECOVERS ONLY A PORTION OF THE COST OF THE RENDERED SERVICE. FORM 990, PART III, LINE 4 & SCHEDULE H CONT. - EDUCATION AND RESEARCH - AS DESCRIBED IN OUR MISSION STATEMENT LUMC IS COMMITTED TO THE JESUIT TRADITION OF ACADEMIC DISTINCTION AND THE VALUES OF CARE, CONCERN AND RESPECT FOR OUR STUDENTS AND EACH OTHER. AS OF JUNE 30, 2011, LUMC HAD APPROXIMATELY 622 RESIDENTS AND FELLOWS INVOLVED IN ITS VARIOUS GRADUATE MEDICAL EDUCATION PROGRAMS. THESE INCLUDE PROGRAMS WITHIN 50 DIFFERENT MEDICAL AND SURGICAL SPECIALTIES. IN ADDITION TO PROVIDING SUPPORT FOR RESIDENT EDUCATION, LUMC ALSO PROVIDES EDUCATION WITHIN THE COMMUNITY FOR PARAMEDICAL EDUCATION AND FOR NURSING STUDENTS. THE TOTAL UNREIMBURSED MEDICAL EDUCATION COSTS WERE ALMOST $29 MILLION DURING FISCAL YEAR 2011. IN FISCAL YEAR 2010, LOYOLA UNIVERSITY CHICAGO (LUC) GRADUATED THE FIRST CLASS OF ITS ONLINE PUBLIC HEALTH MASTER'S DEGREE PROGRAM. THE CURRICULUM OF THIS PROGRAM FOCUSES ON ADDRESSING RACIAL AND ECONOMIC HEALTH DISPARITIES IN THE UNITED STATES. THE PROGRAM, WHICH BEGAN IN 2009, IS BASED AT LOYOLA UNIVERSITY CHICAGO STRITCH SCHOOL OF MEDICINE, MAYWOOD, AND BRINGS TOGETHER A DIVERSE GROUP OF PHYSICIANS, FACULTY, MEDICAL STUDENTS AND COMMUNITY LEADERS TO ADDRESS HEALTH-CARE DISPARITIES THROUGH PUBLIC HEALTH RESEARCH, CLINICAL PRACTICE AND ADVOCACY. PEDIATRIC RESIDENTS CONTINUE TO EXCEL IN THEIR PEDIATRIC BOARD EXAMINATION PASS RATE. FOR THE PAST THREE YEARS, THEY HAVE ATTAINED THE DISTINCTION OF ACHIEVING THE HIGHEST BOARD PASS RATES IN CHICAGO. THEY HAD THE SECOND BEST PASS RATES IN THE MIDWEST AND CAME IN AT NUMBER 11 IN THE NATION, OUT OF 192 PEDIATRIC RESIDENCY PROGRAMS. THIS IS A TESTAMENT TO THE QUALITY AND COMMITMENT OF OUR PEDIATRIC RESIDENTS AND FACULTY. THE COMBINED INTERNAL MEDICINE AND PEDIATRICS RESIDENCY PROGRAM'S PASS RATE FOR BOARD EXAMINATIONS HAS BEEN THE BEST IN THE COUNTRY FOR THE PAST 11 YEARS. OUR FIRST-TIME PASS RATE FOR RESIDENTS TAKING THE INTERNAL MEDICINE BOARDS IS 100 PERCENT. OUR FIRST-TIME PASS RATE FOR THE PEDIATRICS BOARD EXAM IS 97 PERCENT. THE NATIONAL AVERAGE IS AN 85 PERCENT FIRST-TIME PASS RATE FOR INTERNAL MEDICINE AND AN 80 PERCENT FIRST-TIME PASS RATE FOR PEDIATRICS. DEPARTMENT OF MEDICINE FACULTY WERE ACKNOWLEDGED FOR EXCELLENCE IN TEACHING AT THE MEDICAL RESIDENCY GRADUATION. THEY ARE: GOLDEN APPLE AWARD, STANLEY MARTIN COHEN, MD, HEPATOLOGY; SILVER APPLE AWARD, GREG OZARK, MD, MED/PEDS; AND BRONZE APPLE AWARD, NICHOLAS EMANUELE, MD, ENDOCRINOLOGY & METABOLISM AT HINES. BAHMAN EMAMI, PROFESSOR AND CHAIR, DEPARTMENT OF RADIATION ONCOLOGY, WAS AWARDED THE "EDUCATOR OF THE YEAR" AWARD FROM THE ASSOCIATION OF RESIDENTS IN RADIATION ONCOLOGY (ARRO). LUMC NURSES KICKED OFF A CAMPAIGN TO EDUCATE PATIENTS ABOUT VARIOUS HEALTH TOPICS THROUGHOUT THE YEAR. AS PART OF THIS EFFORT, NURSES ACROSS THE HEALTH SYSTEM WORE BUTTONS THAT SAID, "ASK ME ABOUT...," IN AN EFFORT TO ENGAGE PATIENTS IN A DIALOGUE ABOUT THEIR HEALTH. LUMC CONTRIBUTED ALMOST $45,000 TO COORDINATE STUDENT NURSE CLINICAL EXPERIENCES WITH 23 SCHOOLS OF NURSING. SUPPORT FOR CONTINUING EDUCATION OF FIRE, POLICE AND EMS PERSONNEL TOTALED $40,000. - RESEARCH - LOYOLA UNIVERSITY HEALTH SYSTEM IS THE SOLE OF MEMBER OF LUMC AND IS A NOT-FOR-PROFIT CORPORATION. LOYOLA UNIVERSITY CHICAGO IS THE SOLE CORPORATE MEMBER OF LUHS. THE STRITCH SCHOOL OF MEDICINE (SSOM), PART OF LOYOLA UNIVERSITY CHICAGO, RECEIVES SUBSTANTIAL FINANCIAL SUPPORT FROM LUMC. THE BENEFITS TO OUR PATIENTS THROUGH CLINICAL TRIALS AND IN THE DEVELOPMENT IN LIFESAVING PROCEDURES AND THERAPIES ARE BEYOND MEASURE. LUMC PROVIDED APPROXIMATELY $588,000 IN DIRECT RESEARCH SUPPORT DURING FISCAL YEAR 2011. - SUBSIDIZED HEALTH SERVICES - SUBSIDIZED HEALTH SERVICES TOTALED $4.8 MILLION COMPOSED OF $4.7 MILLION OF CLINICAL SERVICES AND $101,000 IN SUPPORT GROUPS AND SOCIAL WORK COUNSELING. - CLINICAL SERVICES - LUMC ALSO PROVIDES CLINICAL SERVICES THAT MEET AN IDENTIFIED COMMUNITY NEED SUCH AS OUR TRAUMA PROGRAM, OUR BURN CLINIC, AND OUR OBSTETRICS NURSING AND NUTRITIONAL SERVICES, AMONG OTHERS. IN FISCAL YEAR 2011 THE AMOUNT OF SUBSIDIZED HEALTH SERVICES PROVIDED BY LUMC WAS $4.7 MILLION. IF LUMC DID NOT PROVIDE THESE SERVICES TO THE COMMUNITY IT IS POSSIBLE THAT THE SERVICES MAY BE UNAVAILABLE IN THE COMMUNITY, THAT THE COMMUNITY'S CAPACITY TO PROVIDE THE SERVICE MAY BE BELOW THE COMMUNITY'S NEED, OR THAT THE SERVICE MAY BECOME THE RESPONSIBILITY OF GOVERNMENT OR ANOTHER TAX-EXEMPT ORGANIZATION. ONE EXAMPLE IS THE MAYWOOD FREE CLINIC OFFERS SERVICES AT NO CHARGE TO PATIENTS WHO CANNOT AFFORD TO PAY FOR THESE SERVICES. FORM 990, PART III, LINE 4 & SCHEDULE H CONT. FISCAL YEAR 2011 COMMUNITY BENEFIT MINISTRY EXPENSES MINISTRY FOR THE POOR AND THE UNDERSERVED: ACTIVITIES AND PROGRAMS $ 6,576,012; CHARITY CARE $ 12,803,661; UNPAID COST OF MEDICAID AND OTHER $ 38,252,463; TOTAL $ 57,632,136; MINISTRY FOR THE BROADER COMMUNITY: ACTIVITIES AND PROGRAMS $ 1,461,844; EDUCATION AND RESEARCH $ 29,589,320; UNPAID COST OF MEDICARE PROGRAM $ 13,659,105; TOTAL $ 44,710,269; -------------------------------------------------------------------- GRAND TOTAL $ 102,342,405. DURING FISCAL YEAR 2011, LOYOLA UNIVERSITY MEDICAL CENTER DEVOTED $121 MILLION TO ITS COMMUNITY BENEFIT MINISTRY, SERVING 485,680 PEOPLE THROUGH 137 PROGRAMS AND SERVICES. THE HOSPITAL ALSO PROVIDED A SIGNIFICANT AMOUNT OF UNCOMPENSATED CARE TO ITS PATIENTS THAT WAS REPORTED AS PROVISION FOR BAD DEBTS, WHICH WAS NOT INCLUDED IN THE AMOUNTS REPORTED ABOVE. DURING FISCAL YEAR 2011, LUMC REPORTED PROVISION FOR BAD DEBT OF 18.7 MILLION. THE FOLLOWING ARE A FEW SPECIFIC EXAMPLES OF PROGRAMS AND SERVICES PROVIDED TO THE COMMUNITY: - ER EXPANSION TO BETTER HANDLE PEAK TIMES - THE MULTIMILLION DOLLAR EMERGENCY DEPARTMENT RENOVATION BEGAN TO BRING IMPROVEMENTS TO BENEFIT OUR EMERGENCY PATIENTS AND OUR STAFF. - BEREAVEMENT SUPPORT GROUPS - LUMC OFFERS VARIOUS TYPES OF BEREAVEMENT SUPPORT GROUPS TO PATIENTS AND FAMILY WITH MEETINGS EMPHASIZING THE LOSS OF A CHILD, LOSS OF A LOVED ONE, COPING AND DEPRESSION, AND HOLIDAY GRIEF. - HEALTH FAIRS - LUMC HONORED THE 24TH NATIONAL CANCER SURVIVOR'S DAY ON JUNE 4, 2011, BY PARTNERING WITH THE LEUKEMIA & LYMPHOMA SOCIETY'S 10TH ANNUAL SURVIVORSHIP CONFERENCE AT BROOKFIELD ZOO. ON JUNE 6TH AND JUNE 8TH, LUMC'S ART THERAPIST SUPERVISED A COMMUNITY ART-MAKING PROJECT AT THE CARDINAL BERNARDIN CANCER CENTER. ELMHURST PRIMARY CARE HELD A HEALTH FAIR ON JUNE 11, 2011 WHICH WAS ASSOCIATED WITH FAITH EVANGELICAL UNITED METHODIST CHURCH. THE HEALTH FAIR PROVIDED FREE SCHOOL PHYSICALS, IMMUNIZATIONS, DENTAL EXAMS, OPHTHALMOLOGY EXAMS, B/P CHECKS, AND ACCUCHECKS. IN COLLABORATION WITH CATHOLIC CHARITIES, LUMC PROVIDED IMMUNIZATIONS AT FIVE EVENTS LAST SUMMER (2011). LUMC PROVIDED FREE ADULT HEARING SCREENING TO PATIENTS WHO WERE CONCERNED ABOUT HEARING/HEARING LOSS. THEY WERE SCREENED FREE OF CHARGE AND APPROPRIATE FOLLOW-UP RECOMMENDATIONS MADE. LOYOLA CENTER FOR HEALTH AT BURR RIDGE OFFERED FREE MELANOMA/SKIN CANCER SCREENINGS TO THE PUBLIC ON 5-20-2011. - SUPPORT GROUPS AND SOCIAL WORK COUNSELING - THROUGH OUR ONGOING COMMITMENT TO BUILD, STRENGTHEN, AND REHABILITATE A HEALTHIER COMMUNITY, LUMC PROVIDES SUPPORT GROUP PROGRAMS AT NO CHARGE OR AT A SUBSIDIZED RATE. AS A RESULT OF THE LARGE NUMBER OF PARTICIPANTS IN THESE VARIOUS PROGRAMS, LUMC SPENT ALMOST $101,000 IN FISCAL YEAR 2011 ON STAFF COSTS, ROOM RENTALS AND SUPPLIES. THE MAIN SUPPORT GROUPS ARE BURN, TRANSPLANT, CANCER, AND GRIEF. THE CENTER FOR HEART & VASCULAR MEDICINE OFFERS A MONTHLY PATIENT SUPPORT GROUP WITH EDUCATION FROM MULTI-DISCIPLINARY TEAM MEMBERS (E.G. PHYSICIANS, DIETITIANS, CARDIAC REHAB, ETC). THE LINKS OF HOPE SUPPORT GROUP IS A SUPPORT GROUP FOR BURN PATIENT AND FAMILIES. SURVIVORS OFFERING ASSISTANCE IN RECOVERY IS A SUPPORT GROUP FOR INDIVIDUALS WHO HAVE RECOVERED FROM BURNS, RECEIVED SPECIALIZED TRAINING, PROVIDED PEER COUNSELING SUPPORT TO NEWLY INJURED PATIENT AND FAMILIES. THE STROKE SUPPORT GROUP PROMOTES FELLOWSHIP, SUPPORT, AND EDUCATION TO STROKE PATIENTS, FAMILY AND FRIENDS. THE CANCER CENTER SUPPORT GROUPS INCLUDE BREAST CANCER, BRAIN TUMOR, HEAD AND NECK CANCER, AND LUNG CANCER. LUMC PARTICIPATED IN THE HEART WALK AND WAS PART OF THE PLANNING COMMITTEE. LUMC WAS PART OF THE PLANNING COMMITTEE AND PARTICIPATED IN WALK FOR CURE SEARCH OF CHILDREN'S CANCER. LUMC HELD THE BURR RIDGE 5K RUN/WALK ON 6/11/11. PROCEEDS BENEFITED RONALD MCDONALD CHILDREN'S HOSPITAL OF LOYOLA IN SUPPORT OF THE NEONATAL INTENSIVE CARE UNIT RENOVATION. LUMC PARTICIPATED IN CANCER SURVIVOR'S WEEK HELD 6/6/11 THROUGH 6/10/11 WHICH INCLUDED FREE SERVICES OFFERED TO CANCER SURVIVORS SUCH AS HAIRCUTS, MANICURES, FACIALS, ART THERAPY, AND FITNESS CENTER VOUCHER. CHANGE YOUR WEIGHT IS A PROGRAM THAT PROVIDES SUPPORT TO PEOPLE DIETING TRYING TO LOSS WEIGHT. CPR CLASSES FOR ENGLISH AND SPANISH SPEAKING INDIVIDUALS ARE HELD. - PATIENT EDUCATION - THE FOLLOWING ARE SOME EXAMPLES OF PATIENT EDUCATION PROVIDED BY LUMC. ILLINOIS COCHLEAR IMPLANT CLUB CHICAGO CHAPTER -PATIENT INFORMATION/EDUCATIONAL SEMINAR 1/21/12 COCHLEAR IMPLANT FORUM - FORUM FOR PATIENTS AND PROSPECTIVE COCHLEAR IMPLANT PATIENTS 10/2011 BURR RIDGE COMMUNITY EVENT PROVIDED BY INTERVENTIONAL CARDIOLOGIST NON-SURGICAL HEART VALVE REPLACEMENT LECTURE BURR RIDGE COMMUNITY HEALTH LECTURE SERIES TENNIS MEDICINE, HIP REPLACEMENT SURGERY & TREATING VASCULAR DISEASE HOUSE CALLS PROGRAM - MEMBERS OF THE LOYOLA CHILDREN'S COMMITTEE HOST EVENING LECTURES BY 2-3 LOYOLA PHYSICIANS, AT NO CHARGE, FOR INDIVIDUALS IN THE COMMUNITY. LUNG TRANSPLANT TEACHING - TRANSPLANT TEACHING FOR THOSE CANDIDATES THAT ARE LISTED FOR LUNG TRANSPLANT. TEACHING INCLUDES ANATOMY, SURGICAL ISSUES, MEDICATION, TREATMENT OF REJECTION, CMV ISSUES, HEALTH MAINTENANCE, DIABETES, PT/OT, AND PROCUREMENT PROCESS. MAYWOOD SENIOR CENTER - MEMORY LOSS: TRAINING AND STRATEGIES TO PROMOTE INDEPENDENCE PRESENTED BY SPEECH LANGUAGE PATHOLOGIST MAYWOOD SENIOR CENTER - PROGRAM ON EXERCISES AND BEGINNING WALKING PROGRAM PRESENTED BY A PHYSICAL THERAPIST MAYWOOD SENIOR CENTER - PROGRAM ON GENERAL NUTRITION FOR ELDERLY POPULATION PRESENTED BY TWO DIETICIANS MAYWOOD SENIOR CENTER - PROGRAM ON STROKE EDUCATION, SIGNS/SYMPTOMS, RISK FACTORS, AND PREVENTION PRESENTED BY REHAB M.D. MEN UPLIFTING MEN - PROVIDED INFORMATION AND OPPORTUNITIES FOR PROSTATE HEALTH AND SCREENING ON THE WEST SIDE OF CHICAGO. CANCER SERVICE LINE - "FATHER'S DAY" PROSTATE HEALTH - LUMC STAFF WENT TO COMMUNITY BARBER SHOPS IN THE MAYWOOD AREA TO EDUCATE MEN REGARDING PROSTATE HEALTH AND SCREENING. CANCER SERVICE LINE - "MOTHER'S DAY" BREAST HEALTH - LUMC STAFF WENT TO COMMUNITY BEAUTY SHOPS IN THE MAYWOOD AREA TO EDUCATE WOMEN REGARDING BREAST HEALTH AND SCREENING. PARENTING WITH CANCER - INFORMATIONAL LECTURES WITH QUESTION AND ANSWER SESSION FOR PARENTS DEALING WITH CANCER THEMSELVES AND HOW TO COPE WITH ISSUES OF PARENTING; IN PARTNERSHIP WITH WELLNESS HOUSE. STROKE EDUCATION INCLUDE STROKE/RELAXATION WITH CHAIR YOGA, LEISURE ACTIVITIES, STROKE REALITY: FACT/FICTION, PRAYER IN THE STROKE RECOVERY PROCESS, STRESS MANAGEMENT, HEALTHY HEALING: CONNECTING MIND AND BODY, AND THE SECRETS OF SUCCESSFUL SURVIVAL NATIONAL ORGAN AND TISSUE DONOR AWARENESS WEEK - INCREASE DONOR AWARENESS TO VISITORS AND STAFF IN THE MEDICAL CENTER. 4/18/11-4/21/11 NATIONAL KIDNEY FOUNDATION SPRING EDUCATION - PROVIDES INFORMATION FOR TRANSPLANT RECIPIENTS AND POTENTIAL ORGAN CANDIDATES. 4/9/11 - VOLUNTEER SERVICES - THE FOLLOWING ARE SOME EXAMPLES OF LUMC'S VOLUNTEER SERVICES: NURSES WEEK ACTIVITIES: SUPPORTED LOCAL SHELTERS AND FOOD SHELTERS FOR OAK PARK AND MAYWOOD. FOOD DRIVE FOR PROVISO FOOD PANTRY. 11/2/11-12/16/11 SARAH'S INN TOY COLLECTION - COLLECTED AND DONATED CHILDREN'S TOYS FOR RESIDENTS OF SARAH'S IN OAK PARK. ANNUAL AHA HEART WALK: TO PARTICIPATE AND COLLECT PLEDGES/DONATIONS FOR THE HEART WALK. HUSTLE UP THE HANCOCK - MEDICAL STAFF VOLUNTEERS RAISE MONIES FOR THE RESPIRATORY ASSOCIATION DONATIONS. LUMC DONATED APPROXIMATELY $352,000 TOWARD CHARITABLE ACTIVITIES. THIS AMOUNT INCLUDES DONATIONS TO OTHER TAX-EXEMPT ORGANIZATIONS TO FURTHER THE LUMC MISSION. FORM 990, PART VI, SECTION A, LINE 2 PATRICK KELLY, THOMAS FITZGERALD AND PATRICIA CASSIDY HAVE IDENTIFIED A BUSINESS RELATIONSHIP WITH EACH OTHER. PATRICK KELLY AND ERIC REEVES HAVE IDENTIFIED A BUSINESS RELATIONSHIP WITH EACH OTHER. FORM 990, PART VI, SECTION A, LINE 3 DURING A MANAGEMENT TRANSITION, AN EMPLOYEE OF NAVIGANT CONSULTING TEMPORARILY PERFORMED THE CFO FUNCTIONS. MANAGEMENT DUTIES INCLUDED, BUT WERE NOT LIMITED TO, CONSULTING ON THE HIRING, FIRING, AND SUPERVISING OF PERSONNEL; PLANNING OR EXECUTING BUDGETS OR FINANCIAL OPERATIONS; AND SUPERVISING EXEMPT OPERATIONS OR UNRELATED TRADES OR BUSINESS OF THE ORGANIZATION. THE NAVIGANT CONSULTANT DID NOT HAVE INDEPENDENT AUTHORITY OVER ANY DECISIONS DESCRIBED & ALL RECOMMENDATIONS REQUIRED APPROVAL BY SENIOR MANAGEMENT AND/OR THE CEO. FORM 990, PART VI, SECTION A, LINES 6, 7A & 7B LOYOLA UNIVERSITY HEALTH SYSTEM ("LUHS"), AN ILLINOIS NOT-FOR-PROFIT CORPORATION EXEMPT UNDER SECTION 501(C)(3) OF THE CODE, IS THE SOLE MEMBER OF LOYOLA UNIVERSITY MEDICAL CENTER ("LUMC"). THE MEMBERS OF THE LUMC BOARD OF DIRECTORS MUST BE THE SAME PERSONS AS THOSE SERVING ON THE LUHS BOARD OF DIRECTORS. AS SOLE MEMBER, LUHS HAS THE RIGHT TO APPROVE SIGNIFICANT DECISIONS OF THE LUMC GOVERNING BODY INCLUDING, BUT NOT LIMITED TO, CHANGES TO GOVERNING DOCUMENTS, PLAN OF DISSOLUTION OR LIQUIDATION AND EMPLOYEE BENEFIT CHANGES. NO DIRECTORS ARE COMPENSATED FOR THEIR DIRECTOR ROLE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN EXTERNAL ACCOUNTING FIRM, BASED ON THE INFORMATION PROVIDED BY A MULTI-DISCIPLINARY COMMITTEE OF LUMC STAFF. A DETAILED SUMMARY OF THE DRAFT FORM 990 IS PRESENTED TO THE ORGANIZATION'S BOARD FINANCE & PLANNING COMMITTEE AND THE ORGANIZATION'S OFFICERS ARE PROVIDED A COPY OF THE ORGANIZATION'S DRAFT FORM 990 (INCLUDING ALL REQUIRED SCHEDULES). THE COMPLETE FORM 990 IS PROVIDED TO THE LUMC BOARD IN ELECTRONIC FORM, PRIOR TO FINALIZING AND FILING THE FORM. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR, DIRECTORS, OFFICERS, MEDICAL STAFF, VARIOUS CLASSES OF EMPLOYEES (E.G., MANAGERS, MEDICAL RESIDENTS, RESEARCHERS) ARE OBLIGATED TO COMPLETE A DISCLOSURE STATEMENT THAT INCLUDES A LIST OF QUESTIONS TO IDENTIFY CONFLICTS OF INTEREST. THIS REQUIREMENT IS A CONDITION OF PERFORMANCE EVALUATION FOR LUMC EMPLOYEES. IN THE CASE OF DIRECTORS AND OFFICERS, THE BOARD OF DIRECTORS REVIEW THE DISCLOSURES. OTHER DISCLOSURES ARE REPORTED AND REVIEWED BY THE FORM 990 STEERING COMMITTEE. A DIRECTOR WITH A CONFLICT OF INTEREST MAY BE COUNTED IN DETERMINING WHETHER A QUORUM IS PRESENT BUT MAY NOT BE COUNTED WHEN THE BOARD OR A BOARD COMMITTEE TAKES ACTION ON A TRANSACTION RELATED TO THE CONFLICT. FORM 990, PART VI, SECTION B, LINES 15A & 15B THERE WERE NO NEW SENIOR EXECUTIVES HIRED DURING THE CALENDAR YEAR 2010. IN THAT YEAR, THE COMPENSATION COMMITTEE REVIEWED AN INDEPENDENT CONSULTANT'S FINDINGS OF LUMC'S CURRENT EXECUTIVE COMPENSATION PROGRAM. THE INDEPENDENT CONSULTANT'S REVIEW INCLUDED EXECUTIVE COMPENSATION DATA FROM COMPARABLY SIZED SYSTEMS AND ASPIRATE INSTITUTIONS. NON-FIXED INCENTIVE COMPENSATION PAYMENTS WERE REVIEWED BY THE EXECUTIVE COMMITTEE PRIOR TO DISTRIBUTION. MINUTES SUPPORT THE DISCUSSION OF THESE COMPENSATION PACKAGES AND BONUS PAYMENTS. FORM 990, PART VI, SECTION C, LINE 19 LUMC'S GOVERNING DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC. LUMC'S CONFLICT OF INTEREST AND DISCLOSURE OF CERTAIN INTERESTS POLICIES ARE AVAILABLE TO THE PUBLIC AND LOCATED AT: HTTP://WWW.LOYOLAMEDICINE.ORG/LEARN/ABOUTUS/. LUMC'S FINANCIAL STATEMENTS ARE AVAILABLE ON THE ILLINOIS ATTORNEY GENERALS WEB SITE AT: HTTP://WWW.ILLINOISATTORNEYGENERAL.GOV/CHARITIES/SEARCH/INDEX.JSP. FINANCIAL PERFORMANCE SUMMARIES ARE CONTAINED IN THE LUHS ANNUAL REPORT AND MADE AVAILABLE TO THE PUBLIC ON THE LUHS WEBSITE AT: HTTP://WWW.LOYOLAMEDICINE.ORG/NEWS/PUBLICATIONS/LUHS_ANNUAL_REPORT/INDEX.C F FORM 990, PART XI, LINE 5 OTHER CHANGES IN NET ASSETS OR FUND BALANCES PRIOR PERIOD LUCIC ADJUSTMENT (4,112,000); UNRECOGNIZED ACTUARIAL GAIN ON PENSION PLANS AND POST RETIREMENT MEDICAL BENEFITS FY11 41,256,505; UNREALIZED GAINS ON INVESTMENTS 14,669,977; TOTAL PART XI, LINE 5 51,814,482. HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:PATRICK J KELLY TITLE:CHAIRMAN, BOARD OF DIRECTORS HOURS:2 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JORDAN M HADELMAN TITLE:VICE CHAIR, BOARD OF DIRECTORS HOURS:2 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:WILLIAM T DIVANE, JR TITLE:DIRECTOR HOURS:2 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JAMES C DOWDLE TITLE:DIRECTOR HOURS:2 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:THOMAS P FITZGERALD TITLE:DIRECTOR HOURS:2 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DANIEL L FLAHERTY, SJ TITLE:DIRECTOR HOURS:2 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MICHAEL J GARANZINI, SJ TITLE:DIRECTOR HOURS:2 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JACKIE TAYLOR HOLSTEN TITLE:DIRECTOR HOURS:2 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JOHN L KEELEY, JR TITLE:DIRECTOR HOURS:2 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:NANCY W KNOWLES TITLE:DIRECTOR HOURS:2 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JOHN C LAHEY TITLE:DIRECTOR HOURS:2 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:HENRY S LANG TITLE:DIRECTOR HOURS:2 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MICHAEL R LEYDEN TITLE:DIRECTOR HOURS:2 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:CARLOS MONTOYA TITLE:DIRECTOR (FROM DEC 10) HOURS:2 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:THOMAS C ORIGITANO, MD TITLE:DIRECTOR HOURS:5 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MICHAEL R QUINLAN TITLE:DIRECTOR HOURS:2 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ERIC A REEVES TITLE:DIRECTOR HOURS:2 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:WILLIAM F REICHERT TITLE:DIRECTOR HOURS:2 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MARC H SCHWARTZ TITLE:DIRECTOR (FROM SEPT 10) HOURS:2 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ROBERT SULO, MD TITLE:DIRECTOR HOURS:2 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JACK A WEINBERG TITLE:DIRECTOR HOURS:2 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DAVID J WILBER, MD TITLE:DIRECTOR (FROM SEPT 10) HOURS:5 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:PAUL K WHELTON, MD, MSC TITLE:PRESIDENT, CEO HOURS:2 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:SHARON O'KEEFE TITLE:PRESIDENT, LUH HOURS:2 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JOHN P MORDACH TITLE:SR VP, CFO & TREASURER HOURS:2 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:CHARLES E REITER, III TITLE:SR VP, GEN COUNSEL & SECRETARY HOURS:2 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:PATRICIA CASSIDY TITLE:SR VP STRATEGY LUHS, PRES GMH HOURS:8 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DANIEL J POST TITLE:SR VP AMBULATORY & SYSTM SVCS HOURS:2 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:KAREN ALEXANDER TITLE:SR VP DVLPMNT & EXTRNL AFFAIRS HOURS:2 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JILL RAPPIS TITLE:AVP, DEP GEN CNSL & ASST SECR HOURS:10 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MAMDOUH BAKHOS, MD TITLE:PROF/CHAIR, THOR/CARDIO SURG HOURS:5 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:RICHARD L GAMELLI, MD TITLE:DEAN OF STRITCH & SR VP, LUHS HOURS:30 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:BRUCE E LEWIS, MD TITLE:PROF OF MED, CARDIO INTERV HOURS:2 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:TERRY R LIGHT, MD TITLE:PROF & CHRMN ORTHO SRG & REHAB HOURS:5 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:GUIDO MARRA, MD TITLE:ASSOC PROF, ORTHOPAEDIC SURG HOURS:2 LOYOLA AMBULATORY CENTER LLC 2160 SOUTH FIRST AVENUE MAYWOOD IL 60153 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