2012-05-15T12:41:12-05:00 2011-06-30 BKD LLP 6120 S Yale 1400 Tulsa OK 741364223 990 2010-07-01 941603784 ENLOE MEDICAL CENTER ENLO 5303327300 1531 ESPLANADE CHICO CA 95926 MYRON MACHULA 5303327300 2012-05-11 true Anne M Adams 9185842900 2010 2016-02-24 21:20:13Z MIKE WILTERMOOD CEO 1531 ESPLANADE CHICO CA 95926 409998037 false X WWW.ENLOE.ORG X 1965 CA THE MISSION OF ENLOE MEDICAL CENTER IS TO IMPROVE THE QUALITY OF LIFE THROUGH PATIENT-CENTERED CARE. 15 9 2578 450 60000 -42665 1362251 322026 348630557 401685265 3182882 3911403 3365207 3180963 356540897 409099657 120569 561389 0 0 177283846 190996466 0 0 0 164477451 194907708 341881866 386465563 14659031 22634094 459360055 502798831 292988685 299710427 166371370 203088404 X THE MISSION OF ENLOE MEDICAL CENTER IS TO IMPROVE THE QUALITY OF LIFE THROUGH PATIENT-CENTERED CARE. false false 302115543 561389 401685265 ENLOE MEDICAL CENTER (EMC), A CALIFORNIA NONPROFIT BENEFIT CORPORATION IS LOCATED IN THE CITY OF CHICO (THE CITY), 90 MILES NORTH OF SACRAMENTO IN BUTTE COUNTY, CALIFORNIA. EMC IS EXEMPT FROM FEDERAL INCOME TAXES AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. EMC PROVIDES A COMPREHENSIVE ARRAY OF INPATIENT AND OUTPATIENT HEALTH CARE SERVICES TO THE NEARLY 445,000 RESIDENTS OF A SIX-COUNTY REGION OF CALIFORNIA, INCLUDING GLENN AND BUTTE COUNTIES (GENERALLY REFERRED TO AS THE NORTH VALLEY). EMC PROVIDES TRAUMA AND CARDIAC SURGERY SERVICES TO PATIENTS THROUGHOUT NORTHERN CALIFORNIA. EMC OWNS AND OPERATES A NUMBER OF FACILITIES, INCLUDING THREE INPATIENT FACILITIES: AN ACUTE CARE HOSPITAL, ENLOE MEDICAL CENTER - ESPLANADE CAMPUS (A 298 LICENSED BED ACUTE CARE HOSPITAL); A BEHAVIORAL HEALTH FACILITY, ENLOE MEDICAL CENTER - COHASSET CAMPUS (THE BEHAVIORAL HEALTH FACILITY); AND A FACILITY FOR REHABILITATION SERVICES, ENLOE REHAB CENTER (THE REHAB CENTER). EMC IS THE LARGEST PROVIDER OF ACUTE CARE SERVICES AND SOLE PROVIDER OF COMPREHENSIVE CARDIOLOGY SERVICES IN THE REGION. INPATIENT UNITS INCLUDE MEDICAL/SURGICAL ACUTE CARE, INTENSIVE CARE, CORONARY CARE, NEURO-TRAUMA CARE, INTENSIVE CARE NURSERY, OBSTETRICS/GYNECOLOGY, PEDIATRICS, BEHAVIORAL HEALTH AND REHABILITATION. IN ADDITION TO A FULL RANGE OF INPATIENT AND OUTPATIENT ANCILLARY AND SUPPORT SERVICES, EMC PROVIDES SPECIALTY SERVICES IN CARDIAC SURGERY, STROKE, NEUROSURGERY, ORTHOPEDICS, CANCER, WOMEN'S HEALTH AND BARIATRIC SERVICES. EMC OPERATES, AT ITS ESPLANADE CAMPUS, ONE OF TWO LEVEL II TRAUMA CENTERS IN CALIFORNIA NORTH OF SACRAMENTO AND HOUSES THE ONLY LEVEL II NEONATAL INTENSIVE CARE UNIT IN THE REGION. EMC PROVIDES A COMPREHENSIVE SCOPE OF MEDICAL SERVICES AND PROGRAMS, INCLUDING A BARIATRIC SURGICAL PROGRAM, INPATIENT BEHAVIOR HEALTH, INPATIENT AND OUTPATIENT CANCER CARE, A COMPREHENSIVE HEART PROGRAM, DIGESTIVE HEALTH, EMERGENCY SERVICES, AN AMBULANCE AND FLIGHTCARE PROGRAM, HOME CARE AND HOSPICE SERVICES, A STROKE PROGRAM AND A COMPREHENSIVE WOUND CARE CLINIC. THE HEART PROGRAM INCLUDES A COMPREHENSIVE SCOPE OF SERVICES, INCLUDING CARDIAC DIAGNOSTICS; CARDIAC CATHETERIZATION LAB PERFORMING A RANGE OF SERVICES, INCLUDING CORONARY ANGIOGRAMS, CORONARY STENTING AND ANGIOPLASTY, AND ELECTROPHYSIOLOGY SERVICES; AND CORONARY SURGERY, INCLUDING CORONARY BYPASS, ENDOSCOPIC VEIN/ARTERY REMOVAL, TRANMYOCARDIAL LASER REVACULARIZATION AND VALVE REPAIR/REPLACEMENT. EMC IS DESIGNATED AS A STEMI RECEIVING CENTER FOR THE TREATMENT OF SEVERE HEART ATTACK KNOWN AS AN ST ELEVATION MYOCARDIAL INTRACTION. EMC PROVIDES A FULL RANGE OF WOUND CARE SERVICES DIRECTED BY A PHYSICIAN AND MANAGED BY A BOARD-CERTIFIED WOUND NURSE. THE PROGRAM INCLUDES HYPERBARIC OXYGEN THERAPY ONE OF THE MOST EFFECTIVE TREATMENTS AVAILABLE FOR HARD-TO-HEAL WOUNDS AND OTHER CONDITIONS. OUTPATIENT CANCER SERVICES ARE PROVIDED THROUGH THE ENLOE REGIONAL CANCER CENTER THAT PROVIDES BOARD-CERTIFIED ONCOLOGISTS, HEMATOLOGISTS AND RADIATION ONCOLOGISTS AND OTHER SPECIALTY TRAINED STAFF SUPPORTING MEDICAL ONCOLOGY/INFUSION THERAPY AND RATIONATION ONCOLOGY. EMC IS ONE OF THE LARGEST EMPLOYERS IN THE AREA WITH APPROXIMATELY 2,400 FULL-AND PART-TIME EMPLOYEES. THE MEDICAL STAFF IS COMPRISED OF APPROXIMATELY 300 PHYSICIANS REPRESENTING OVER 40 SPECIALTY AREAS. IN ADDITION, MORE THAN 400 VOLUNTEERS PROVIDE NON-MEDICAL SUPPORT TO EMC'S ACTIVITIES. EMC IS CURRENTLY GOVERNED BY A 15-MEMBER BOARD OF TRUSTEES COMPRISED OF PERSONS WHO RESIDE OR MAINTAIN THEIR PRINCIPAL PLACE OF BUSINESS WITHIN THE COMMUNITIES SERVED BY EMC. EMC IS A NON-MEMBER CORPORATION UNDER THE CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION LAW. NEW MEMBERS OF THE BOARD ARE ELECTED BY ITS EXISTING MEMBERS IN ACCORDANCE WITH PROCEDURES SET FORTH IN THE BYLAWS OF EMC. THE BYLAWS SPECIFY THAT TWO BOARD MEMBERS MUST BE PHYSICIANS AND THAT THE MEDICAL STAFF CHAIRMAN AND THE MEDICAL STAFF CHAIRMAN-ELECT SHALL SERVE AS BOARD MEMBERS EX OFFICIO WITH A VOTE. THE CHIEF EXECUTIVE OFFICER SERVES ON THE BOARD EX OFFICIO WITH A VOTE AND THE CHAIRMAN OF THE ENLOE HEALTH FOUNDATION SERVES ON THE BOARD EX OFFICIO, WITHOUT A VOTE. THE ELECTED MEMBERS OF THE BOARD SERVE STAGGERED TERMS OF THREE YEARS, FOR A MAXIMUM PERIOD OF THREE TERMS (OR NINE YEARS) PER MEMBER. 302115543 true true false true false false false false false true true false true true false false true false false false false false false false false true true true false true true false false false false false false false true true true false false false false false true true false false false true 286 0 true 2578 true true true false false false false false false false false false X 15 9 false false false false false false false true true false false true true true true true true true true true false CA X MYRON MACHULA VPCFO 5303327300 1531 ESPLANADE CHICO CA 95926 MATTHEWS JACKSON 4.0 X X 0 0 0 JUDY SITTON 4.0 X X 0 0 0 STEPHEN PEARCE MD 4.0 X X 0 0 0 TOM LANDO 4.0 X X 0 0 0 WARREN BRUSIE 4.0 X 0 0 0 ATTILA KASZA MD 4.0 X 0 0 0 ERIC LARRABEE 4.0 X 0 0 0 JOSEPH MATTHEWS MD 4.0 X 0 0 0 MARSHA MARTIN 4.0 X 0 0 0 CHARLES MERRIMAN MD 4.0 X 0 0 0 VALERIE MILLER 4.0 X 0 0 0 KENNETH N DERUCHER 4.0 X 0 0 0 MONROE SPRAGUE MD 4.0 X 0 0 0 STEVE NETTLETON 4.0 X 0 0 0 FORREST OLSON MD 4.0 X 0 0 0 MIKE WILTERMOOD 40.0 X X 494951 0 18874 MYRON MACHULA 40.0 X 56917 0 566 CHRISTINE SARRICO 40.0 X 718870 0 15120 MARCIA N GALL MD 40.0 X 221414 0 9674 CONNIE ROWE 40.0 X 232189 0 16305 AARON WOOD 40.0 X 221986 0 9615 CAROL LINSCHEID 40.0 X 220328 0 14709 LAURA HENNUM 40.0 X 209763 0 11152 RUPESH D KANJI 40.0 X 197958 0 8472 CHRISTOPHER M MARKING 40.0 X 187084 0 14262 DANNIE K HATCHER 40.0 X 179922 0 16330 TRAVIS R ANDERSON 40.0 X 175838 0 18487 CHRIST KOKINOS 40.0 X 217952 0 21389 DEBORAH A YANCER X 477303 0 0 3812475 0 174955 363 true true false HOSPITAL BUILDING EQUIPMENT CO 11330 OLIVE BLVD ST LOUIS MO 63114 HOSPITAL CONSTR. 23774319 NORTHSTATE ANESTHESIOLOGY PARTNERS PO BOX 7149 CHICO CA 95927 ANESTHESIA SERVICES 3592338 CHICO EMERGENCY PHYSICIANS MEDICAL 1531 ESPLANADE CHICO CA 95926 EMERGENCY MEDICINE 4960566 MORRISON MANAGEMENT SPECIALISTS PO BOX 102289 ATLANTA GA 30368 FOOD SERVICE MGMT 3981246 CROTHALL HEALTHCARE INC 955 CHESTERBROOK BLVD SUITE 300 WAYNE PA 19087 ENVIRONMENTAL SERVC 2931019 65 55864 266162 322026 NET PATIENT SERVICE REVENUE 621300 401685265 401685265 401685265 3339710 3339710 0 0 1163241 884656 278585 278585 278585 585417 13724 571693 571693 571693 0 0 0 JOINT VENTURE INCOME 900099 1572205 1572205 MANAGEMENT SERVICES TO CPPSSC 561000 60000 60000 OTHER OPERATING REVENUE 900099 1270173 1270173 2902378 409099657 404527643 60000 4189988 561389 561389 0 0 0 2218688 1864918 353770 0 127587 127587 130260567 111430515 18830052 8172617 6818406 1354211 39010767 32529245 6481522 11206240 9382575 1823665 4641112 4029944 611168 736620 3673 732947 262500 262500 0 0 0 1768939 126308 1642631 302391 200 302191 3505942 2452463 1053479 0 0 3852967 84883 3768084 215222 200960 14262 0 0 3759587 3759587 0 10986115 4711614 6274501 2412917 205221 2207696 MEDICAL FEES 31062047 31044494 17553 MEDICAL SUPPLIES 57313738 57249431 64307 BAD DEBTS 22797838 22797838 RECRUITING 1411270 1411270 PURCHASED SERVICES 47108100 11549202 35558898 2770403 1185090 1585313 386465563 302115543 84350020 0 2654620 24260892 41861209 44394198 980913 1158975 3733788 4422166 3177197 11739325 362186629 148975214 170568881 213211415 101044975 115700023 2685703 2134785 132652769 85777052 459360055 502798831 49727821 50431299 162514 12752010 236185396 232658284 6912954 3868834 292988685 299710427 X 164969867 202360984 1401503 727420 166371370 203088404 459360055 502798831 X 22634094 14082940 X false true true X false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false true 35170 false false false 35170 false 1 SCHEDULE C, PART II-B, LINE 1F THE ORGANIZATION IS A MEMBER OF THE CALIFORNIA HOSPITAL ASSOCIATION (CHA) - CHA DIRECTS A PORTION OF THE DUES FOR DIRECT LOBBYING EXPENSES; AND THE ORGANIZATION IS A MEMBER OF THE AMERICAN HOSPITAL ASSOCIATION (AHA) - AHA EXPENDS A PORTION OF THE DUES SPECIFIC FOR LOBBYING PURPOSES. 8943248 8943248 71793057 35782880 36010177 32633280 22740986 9892294 112031964 89789160 22242804 136785080 662188 136122892 213211415 LONG TERM INVESTMENTS 114085487 F ANNUITY INVESTMENT 1614536 F 115700023 BENEFIT PLAN ASSETS 2559509 BOND ISSUANCE COSTS 12061212 DUE FROM THIRD PARTY PAYERS 910847 BOND RESERVE FUNDS 70245484 85777052 0 CHARITABLE GIFT ANNUITIES 590249 CAPITAL LEASE 598850 DUE TO AFFILIATE 2679735 3868834 1 SCHEDULE D, PART X, LINE 2 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. true true X true X true X 450. true false true true 5346 3996102 3996102 0.01100 48857836 72608444 67950 13491755 6205695 7286060 0.02000 73296 66345693 78814139 11282162 0.03100 26 205174 717201 28792 688409 0.00190 8 6339 1539329 1539329 0.00420 4 13235 105073 105073 0.00030 38 224748 2361603 28792 2332811 0.00640 38 298044 68707296 78842931 13614973 0.03740 1 18716 3812 14904 3 130 49902 49902 0.00010 4 130 68618 3812 64806 0.00010 false 5117453 4093963 125218927 174551092 -49332165 X true true 1 1 ENLOE MEDICAL CENTER

1531 ESPLANADE CHICO CA 95926

X X X ENLOE MEDICAL CENTER 1 1 SCHEDULE H, PART III, LINE 4 ENLOE MEDICAL CENTER (EMC) RECORDS PATIENT ACCOUNTS RECEIVABLE FOR SERVICES RENDERED AT THE NET REALIZABLE AMOUNTS FROM THIRD-PARTY PAYERS, PATIENTS AND OTHERS. EMC PROVIDES AN ALLOWANCE FOR DOUBTFUL ACCOUNTS BASED UPON A REVIEW OF OUTSTANDING RECEIVABLES, HISTORICAL COLLECTIONS INFORMATION AND EXISTING ECONOMIC CONDITIONS. AS A SERVICE TO THE PATIENT, EMC BILLS THIRD-PARTY PAYERS DIRECTLY AND BILLS THE PATIENT WHEN THE PATIENTS LIABILITY IS DETERMINED. PATIENT ACCOUNTS RECEIVABLE ARE DUE IN FULL WHEN BILLED. ACCOUNTS ARE CONSIDERED DELINQUENT AND SUBSEQUENTLY WRITTEN OFF AS BAD DEBTS BASED ON INDIVIDUAL CREDIT EVALUATION AND SPECIFIC CIRCUMSTANCES OF THE ACCOUNT. PROVISION FOR BAD DEBTS IS REPORTED AS A SEPARATE LINE ITEM IN THE FINANCIAL STATEMENTS. EMC USES A COST TO CHARGE METHODOLOGY TO REPORT EMC'S BAD DEBT EXPENSE AT THE COST OF CARE. AMOUNTS CHARGED OFF AS BAD DEBT IS RECORDED AT GROSS CHARGES. A COST TO CHARGE RATIO IS APPLIED TO THE GROSS CHARGE AMOUNT WRITTEN OFF TO REPORT BAD DEBT EXPENSE AT THE COST OF PROVIDING CARE. EMC DOES NOT HAVE A MEANS TO DETERMINE THE AMOUNT OF BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS THAT WOULD OTHERWISE BE ELIGIBLE UNDER EMCS CHARITY CARE POLICY. THE CHARITY CARE POLICY REQUIRES THE PATIENT GUARANTOR TO APPLY FOR CHARITY CARE. THE DETERMINANTS FOR CHARITY CARE ARE A FUNCTION OF HOUSEHOLD INCOME AND DEPENDENTS THE APPLICANT PROCESS REQUIRES AN INCOME DECLARATION. ABSENT THE APPLICANT PROCESS FOR CHARITY CARE, IT IS DIFFICULT TO DETERMINE THE AMOUNT OF BAD DEBT THAT REASONABLY COULD BE ATTRIBUTABLE TO PATIENTS WHO WOULD LIKELY QUALITY FOR FINANCIAL ASSISTANCE UNDER EMC'S POLICY. BY DEFINITION, UNCOLLECTIBLE ACCOUNTS ARE TYPICALLY REFLECTIVE OF AN INDIVIDUALS INABILITY TO MEET THEIR FINANCIAL OBLIGATIONS EMC ASSUMES THAT APPROXIMATELY 80% OF THE AMOUNT REPORTED AS BAD DEBT COULD REASONABLY BE ATTRIBUTABLE TO PATIENTS WHO WOULD LIKELY QUALIFY FOR CHARITY CARE UNDER EMCS CHARITY CARE POLICY. IN 2011, EMC IMPLEMENTED A PRACTICE TO BETTER DETERMINE THE AMOUNT OF CHARITY CARE THAT MAY RESIDE IN AMOUNTS WRITTEN OFF AS BAD DEBT. THE PRACTICE ALLOWS COLLECTION AGENCIES USED BY EMC TO CREDIT ACCOUNTS PREVIOUSLY WRITTEN OFF AS BAD DEBT TO BE ACCOUNTED FOR AS CHARITY IF ALTERNATE FORMS OF DOCUMENTATION SUPPORT THE FINANCIAL ELIGIBILITY REQUIREMENTS FOR THE RESPECTIVE PATIENTS ACCOUNT. 2 SCHEDULE H, PART III, LINE 8 COSTS ASSIGNED TO MEDICARE PATIENTS ARE BASED ON THE REPORTED AMOUNTS FOUND IN THE 2011 HOSPITAL COST REPORT - THOSE COSTS ARE ALLOCATED TO MEDICARE PATIENTS BASED ON THE RATIOS DEVELOPED WITHIN THAT COST REPORT. CARING FOR MEDICARE PATIENTS FULFILLS A COMMUNITY NEED AND RELIEVES A GOVERNMENT BURDEN AS THESE PATIENTS HAVE LOW AND/OR FIXED INCOMES. OUR COMMUNITY HAS A SIGNIFICANT MEDICARE POPULATION AND, THEREFORE, THE MEDICARE SHORTFALL AT EMC IS A SUBSTANTIAL FIGURE. MEDICARE DOES NOT PROVIDE SUFFICIENT REIMBURSEMENT TO COVER THE COST OF PROVIDING CARE FOR THESE PATIENTS FORCING EMC TO USE OTHER SOURCES TO COVER THE DEFICIT. THE MEDICARE SHORTFALL MEETS COMMUNITY BENEFIT CRITERIA BASED ON THE DEFINITION OF "COMMUNITY HEALTH IMPROVEMENT SERVICES" AS DEFINED IN THE 990 INSTRUCTIONS AS PER "ACTIVITIES OR PROGRAMS CARRIED OUT OR SUPPORTED FOR THE EXPRESS PURPOSE OF IMPROVING COMMUNITY HEALTH THAT ARE SUBSIDIZED BY THE HEALTH CARE ORGANIZATION". 3 SCHEDULE H, PART III, LINE 9B COLLECTION PRACTICES ARE CONSISTENT FOR ALL PATIENTS AND COMPLY WITH APPLICABLE PROVISIONS OF CALIFORNIA LAW. EMCS COLLECTION POLICES OUTLINE THE TYPE OF COLLECTION EFFORTS CONTRACTED COLLECTION AGENCIES MAY/MAY NOT TAKE TO COLLECT ON PAST-DUE ACCOUNTS. IT IS RECOGNIZED THAT, AS PART OF THE CHARITY CARE AND DISCOUNT PROCESS, PATIENTS MAY BREAK THEIR PROMISE TO PAY. IN THESE INSTANCES, PATIENTS WITH PAST DUE CHARITY CARE OBLIGATIONS MAY BE REFERRED TO COLLECTION EFFORTS IN THE SAME MANNER AS ANY OTHER PATIENT WITH AN UNPAID PAST-DUE ACCOUNT. IN NO INSTANCE WILL ANY PATIENT RECEIVING COMMUNITY SERVICE UNDER POLICY BE SUBJECT TO ABUSIVE COLLECTION PRACTICES, LIENS BEING PLACED ON THEIR PRIMARY RESIDENCE, WAGE GARNISHMENTS OR INVOLUNTARY COURT HOLD ORDERS. NONPAYMENT WILL NOT BE REPORTED TO A CREDIT REPORTING AGENCY AT ANY TIME PRIOR TO 150 DAYS FROM INITIAL BILLING. EMC'S COMMUNITY SERVICE AND DISCOUNT POLICY PROVIDES FOR FORGIVENESS (FREE CARE) OF CHARGES FOR THE UNINSURED BASED ON A FUNCTION OF FEDERAL POVERTY GUIDELINES (FPGS) IN DETERMINING ELIGIBILITY. FREE CARE IS AVAILABLE FOR INCOME LEVELS AT OR BELOW 350% OF THE PRGS. EMCS COMMUNITY SERVICE POLICY PROVIDES A DISCOUNT TO UNINSURED PATIENTS ON A SLIDING SCALE BASIS USING THE FPGS. ELIGIBILITY UNDER THE EMC COMMUNITY SERVICE AND DISCOUNT POLICY REQUIRES THE PATIENT TO COMPLETE AN APPLICATION PROVIDING AN INCOME DECLARATION AND COMPLETION OF AN APPLICATION FOR STATE AND/OR FEDERAL ASSISTANCE, IF ELIGIBLE, AND OTHER APPLICANT REQUIREMENTS. COMMUNITY SERVICE UNDER EMCS POLICY IS NOT INTENDED TO ROUTINELY OFFSET SHARE OF COST OBLIGATIONS, DEDUCTIBLES OR COINSURANCE UNDER GOVERNMENT PROGRAMS. COMMUNITY SERVICE DISCOUNTS ARE GRANTED USING THE FOLLOWING CRITERIA: (I) IF THE PATIENTS FAMILY INCOME IS LESS THAN 100% OF FPG THE PATIENT CARE IS PROVIDED AT NO COST; (II) IF THE PATIENTS FAMILY INCOME IS GREATER THAN 100% AND UP TO 250% OF THE FPG, THE PATIENT WILL INCUR A $100 CO-PAYMENT; AND (III) IF THE PATIENTS FAMILY INCOME IS GREATER THAN 250% AND UP TO 350% OF THE FPG THE PATIENT WILL BE RESPONSIBLE FOR UP TO 100% OF THE MEDICARE PAYMENT AMOUNT. EMCS COMMUNITY SERVICE AND DISCOUNT POLICY INCLUDES A PROVISION FOR THE UNINSURED WITH FAMILY INCOMES 350% AND AT OR BELOW 450% OF FEDERAL POVERTY GUIDELINES FOR WHAT IS DEEMED AS "HIGH" MEDICAL COSTS - TOTAL CHARGES GREATER THAN $10,000. DISCOUNTS ARE GRANTED FOR MEDICALLY NECESSARY SERVICES PATIENT RESPONSIBILITY WILL BE 125% OR 150% OF MEDICARE. EMCS COMMUNITY SERVICE AND DISCOUNT POLICY PROVIDES FOR CATASTROPHIC DISCOUNT FOR INSURED PATIENTS. THE POLICY PROVIDES FOR A DISCOUNT FOR INCOME LEVELS AT OR BELOW 350% OF FEDERAL POVERTY GUIDELINES THE PATIENT WILL PAY NO MORE THAN 100% OF MEDICARE. THE DISCOUNT IS PROVIDED/DETERMINED ON BALANCES DUE AFTER THE INSURANCE PAYMENT. 4 SCHEDULE H, PART VI, LINE 2 EMC PERFORMS A COMMUNITY NEEDS ASSESSMENT EVERY THREE YEARS IN 2007 EMC ENGAGED AN OUTSIDE PROFESSIONAL SERVICES FIRM TO COMPLETE THE SURVEY. IN 2010, EMC COMPLETED THE COMMUNITY NEEDS ASSESSMENT BY HOSTING A HEALTH SUMMIT THAT INCLUDED RELEVANT STAKEHOLDERS, INCLUDING MEMBERS AND STAFF FROM BUTTE COUNTY PUBLIC HEALTH, FACULTY FROM CALIFORNIA STATE UNIVERSITY, CHICO, LEADERS FROM ASSOCIATIONS AND SERVICE ORGANIZATIONS SERVING THE ELDERLY AND AGING POPULATION, PHYSICIANS AND OTHER COMMUNITY MEMBERS. THE PURPOSE OF THE ASSESSMENT IS TO DEVELOP INPUT FROM THE COMMUNITY SERVICED BY EMC AND TO IMPLEMENT A STRATEGY TO ADDRESS THE IDENTIFIED NEEDS. 5 SCHEDULE H, PART VI, LINE 3 EMC PROVIDES UNINSURED PATIENTS AND FAMILIES WITH ASSISTANCE IN ACCESSING FINANCIAL ASSISTANCE THROUGH EMCS PATIENT FINANCIAL SERVICES DEPARTMENT. THE DEPARTMENT EMPLOYS SPECIALTY TRAINED FINANCIAL COUNSELORS THAT ASSIST PATIENTS WITH THE APPLICANT PROCESS FOR FEDERAL AND STATE PROGRAMS, INCLUDING THE STATES MEDICAID PROGRAM MEDI-CAL; THE COUNTY MEDICAL SERVICES PROGRAM A PROGRAM THAT PROVIDES HEALTH COVERAGE FOR LOW-INCOME, INDIGENT ADULTS; AND THE STATES HEALTHY FAMILIES PROGRAM A LOW COST INSURANCE PROGRAM FOR CHILDREN AND TEENS, PROVIDING HEALTH, DENTAL AND VISION COVERAGE TO CHILDREN WHO DO NOT HAVE INSURANCE AND DO NOT QUALIFY FOR MEDI-CAL. THE FINANCIAL COUNSELORS ALSO ASSIST PATIENT FAMILIES WITH THE BENEFITS OR FINANCIAL ASSISTANCE AVAILABLE THROUGH EMCS COMMUNITY SERVICE AND DISCOUNT POLICY. THE INFORMATION ON THE ELIGIBILITY FOR ASSISTANCE IS PROVIDED AT THE TIME OF REGISTRATION AND NO LATER THAN AT THE TIME OF DISCHARGE. BILLING NOTICES TO UNINSURED PATIENTS INCLUDE CONTACT INFORMATION FOR MEDI-CAL AND THE FINANCIAL COUNSELORS SUPPORTING THE COMMUNITY SERVICE AND DISCOUNT POLICY AND APPLICANT PROCESS. EMC ALSO POSTS NOTICES REGARDING THE AVAILABILITY OF THE COMMUNITY SERVICE AND DISCOUNT POLICY IN ALL PATIENT REGISTRATION AREAS, IN PATIENT HANDBOOKS AND PUBLICATIONS, AT THE FINANCIAL COUNSELOR OFFICE AND ON EMCS WEBSITE. THE NOTICES ARE AVAILABLE IN THE LANGUAGES REPRESENTED BY ITS PATIENT POPULATION. A TOLL-FREE TELEPHONE NUMBER IS AVAILABLE TO ASSIST PERSONS WITH THE PROCESS. 6 SCHEDULE H, PART VI, LINE 4 EMC IS A COMMUNITY-OWNED, NOT-FOR-PROFIT, 298-BED SYSTEM, LOCATED IN CHICO, CALIFORNIA NORTHERN CALIFORNIA; AND LOCATED APPROXIMATELY 90 MILES NORTH OF SACRAMENTO. EMC PROVIDES A COMPREHENSIVE ARRAY OF INPATIENT AND OUTPATIENT HEALTH CARE SERVICES TO NEARLY 400,000 RESIDENTS OF A SIX-COUNTY REGION OF NORTHERN CALIFORNIA. CHICO IS HOME TO APPROXIMATELY 107,000 PEOPLE; INCLUDING ROUGHLY 17,000 STUDENTS AT CALIFORNIA STATE UNIVERSITY CHICO. EMC IS THE LARGEST MEDICAL CENTER IN THE REGION AND IS ONLY ONE OF TWO LEVEL II TRAUMA CENTERS BETWEEN SACRAMENTO AND THE OREGON BORDER. THE SIZE AS WELL AS THE EXTREME DIVERSITY OF THE SOCIO-ECONOMICS, DEMOGRAPHICS AND GEOGRAPHY WITHIN OUR SERVICE AREA REQUIRES THAT WE OFFER FULL CONTINUUM OF HEALTH SERVICES RANGING FROM PREVENTATIVE EDUCATION AND OUTPATIENT SERVICES TO ACUTE CARE, BEHAVIORAL HEALTH, INPATIENT REHABILITATION AND HOME HEALTH AND HOSPICE SERVICES. SERVING A SIX-COUNTY REGION IN NORTHERN CALIFORNIA, WE PROVIDE QUALITY, COMPASSIONATE, COST-EFFECTIVE CARE TO THE PATIENT POPULATION IT SERVES. 7 SCHEDULE H, PART VI, LINE 5 EMC'S GOVERNING BOARD OF TRUSTEES IS COMPRISED OF PERSONS WHO RESIDE IN THE SERVICE AREA OF EMC. EMC EXTENDS MEDICAL STAFF PRIVILEGES TO ALL QUALIFIED PHYSICIANS. THE STRATEGIC PRIORITIES OF EMC INCLUDE EMPLOYEE ENGAGEMENT, QUALITY AND PATIENT EXPERIENCE, PHYSICIAN-HOSPITAL ALIGNMENT AND FINANCIAL STEWARDSHIP. EMCS STRATEGIC PLAN INCLUDES THE EXPANSION OF HOSPITAL SERVICES TO MEET THE FUTURE HEALTH CARE NEEDS OF THE COMMUNITY AND MEETING THE STATES SEISMIC REQUIREMENTS. INCLUDED IN THIS PLAN IS THE CONSTRUCTION OF A FIVE-STORY PATIENT TOWER (COMPLETION EXPECTED IN 2012); INCLUDING A SINGLE-STORY SURGERY CENTER; A SINGLE-STORY TRAUMA CENTER; AND A PARKING STRUCTURE (STRUCTURE COMPLETED IN 2008). EMC CONTINUES TO INVEST IN NEEDED MEDICAL TECHNOLOGY, MEDICAL EQUIPMENT AND INFORMATION SYSTEMS, ITS PEOPLE AND PHYSICIANS. PROGRAM PRIORITIES OF EMC ARE BALANCED WITH AVAILABLE RESOURCES PROVIDING FOR CURRENT OPERATIONS WHILE INSURING THE LONG-TERM FINANCIAL HEALTH OF EMC. 8 SCHEDULE H, PART VI, LINE 7 ENLOE MEDICAL CENTER FILES A COMMUNITY BENEFIT REPORT WITH CALIFORNIA. 9 Schedule H, Part 1, Line 7, column (f) The bad debt expense included on Form 990, Part IX, line 25, column (A), but subtracted for purposes of calculating the percentage in this column is $22,797,838. true BUTTE COMMUNITY COLLEGE 3536 BUTTE CAMPUS DRIVE OROVILLE CA 95965 911637174 501(C)(3) 48219 GENERAL FUNDING CALIFORNIA HEALTH FOUNDATION AND TRUST 1215 K ST STE 800 SACRAMENTO CA 95814 941498697 501(C)(3) 427562 GENERAL FUNDING 2 0 1 SCHEDULE I, PART I, LINE 2 FUNDING IS GIVEN IN TWO WAYS: DIRECTLY TO OTHER NONPROFIT ORGANIZATIONS AS UNRESTRICTED DONATIONS OR TO COVER EXPENSES THAT MEET THE FUND'S RESTRICTED PURPOSE. X X X X X true true false false false false false false false MIKE WILTERMOOD 336207 0 59250 0 99494 0 14700 0 4174 0 513825 0 0 MARCIA N GALL MD 187839 0 18420 0 15155 0 6720 0 2954 0 231088 0 0 0 CONNIE ROWE 180296 0 19936 0 31957 0 14042 0 2263 0 248494 0 0 0 AARON WOOD 186667 0 18500 0 16819 0 6741 0 2874 0 231601 0 0 0 CAROL LINSCHEID 185347 0 18426 0 16555 0 13271 0 1438 0 235037 0 0 0 LAURA HENNUM 186194 0 18500 0 5069 0 10028 0 1124 0 220915 0 0 0 RUPESH D KANJI 191307 0 0 0 6651 0 8412 0 60 0 206430 0 0 0 CHRISTOPHER M MARKING 186933 0 0 0 151 0 11388 0 2874 0 201346 0 0 0 DANNIE K HATCHER 179362 0 0 0 560 0 11077 0 5253 0 196252 0 0 0 TRAVIS R ANDERSON 169158 0 0 0 6680 0 10621 0 7866 0 194325 0 0 0 CHRIST KOKINOS 217372 0 0 0 580 0 13515 0 7874 0 239341 0 0 0 DEBORAH A YANCER 245642 0 39770 0 191891 0 0 0 0 0 477303 0 0 0 CHRISTINE SARRICO 274280 0 29120 0 415470 0 14700 0 420 0 733990 0 0 0 1 SCHEDULE J, PART 1, LINE 4A SEVERANCE PAY WAS RECEIVED BY THE FOLLOWING INDIVIDUALS: DEBORAH YANCER - $217,952 2 SCHEDULE J, PART I, LINE 4B ENLOE MEDICAL CENTER PROVIDES FOR AN EXECUTIVE BENEFIT PLAN. PARTICIPANTS ARE PROVIDED A FIXED PERCENTAGE OF THEIR BASE SALARY USED TO PURCHASE BASIC (HEALTH, DENTAL, VISION AND OTHER BENEFITS) AND SUPPLEMENTAL BENEFITS (DISABILITY INSURANCE, LIFE INSURANCE) AND OTHER FLEXIBLE BENEFIT OPTIONS WITH THE BALANCE AVAILABLE FOR A TAX DEFERRED CONTRIBUTION IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN AS DESCRIBED IN SECTION 457 (F) OF THE INTERNAL REVENUE CODE. THE FOLLOWING INDIVIDUALS RECEIVED FROM THE PLAN: MIKE WILTERMOOD $80,466 CAROL LINSHEID $15,432 LAURA HENNUM $ 4,279 MARCIA N. GALL, MD $14,071 CONNIE ROWE $31,314 AARON WOOD $16,255 CA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY 680164610 130795WJ2 2008-08-20 68915000 CA STATEWIDE COMMUNITIES DEVELOPME false false false CA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY 680164610 130795XG7 2008-08-20 170244759 CA STATEWIDE COMMUNITIES DEVELOPME false false false 69528444 4979039 61336041 1009273 true false true true 184998744 11952874 10705387 85116694 false false false false false false false true true false false false false false true false false false true NATIX FUNDING CORP 3.6 true false true SEE PART V 1 SCHEDULE L, PART IV NAME OF INTERESTED PERSON: ENLOE PRIMARY PHYSICIAN MEDICAL GROUP, INC. DBA CHICO HOSPITALIST GROUP RELATIONSHIP: TRUSTEE OWNERSHIP AMOUNT: 1,567,927 DESCRIPTION OF TRANSACTION: HOSPITALIST GROUP SHARING OF REVENUES: NO ENLOE MEDICAL CENTER (EMC) ENTERED INTO A PROFESSIONAL SERVICES AGREEMENT WITH A PROFESSIONAL MEDICAL CORPORATION, THE ENLOE PRIMARY PHYSICIAN MEDICAL GROUP INC. DBA CHICO HOSPITALIST GROUP (THE GROUP), TO OBTAIN COVERAGE AND ADMINISTRATIVE SERVICES FOR A HOSPITALIST PROGRAM. THE GROUP'S SHAREHOLDERS, EMPLOYEES AND CONTRACTED PHYSICIANS ARE LICENSED TO PRACTICE IN THE MEDICAL SPECIALTIES OF FAMILY PRACTICE AND INTERNAL MEDICINE. THE GROUP SERVICES ALL PATIENTS WHO REQUIRE HOSPITAL ADMISSION AND WHO HAVE NO ATTENDING PHYSICIAN OR NO REFERRING PHYSICIAN WITH ADMITTING PRIVILEDGES. TRUSTEE FORREST OLSON, MD, AND TRUSTEE ATTILA KASZA, MD, ARE SHAREHOLDERS OF THE GROUP. EMC PAID THE GROUP $1,567,927. 2 SCHEDULE L, PART IV NAME OF INTERESTED PERSON: ATTILA KASZA, MD RELATIONSHIP: TRUSTEE AMOUNT: 33,111 DESCRIPTION OF TRANSACTION: PROFESSIONAL SERVICES - CMIO SHARING OF REVENUES: NO TRUSTEE ATTILA KASZA, MD, UNDER A PROFESSIONAL SERVICES AGREEMENT SERVES AS EMC'S CLINICAL MEDICAL INFORMATION OFFICER (CMIO). EMC PAID $33,111. 3 SCHEDULE L, PART IV NAME OF INTERESTED PERSON: STEPHEN PEARCE, MD RELATIONSHIP: TRUSTEE AMOUNT: 435,653 DESCRIPTION OF TRANSACTION: PROFESSIONAL SERVICES - CLINIC SHARING OF REVENUES: NO EMC OPERATES AN OUTPATIENT GASTROENTEROLOGY CLINIC (THE CLINIC). EMC ENTERED INTO A PROFESSIONAL SERVICES AGREEMENT WITH TRUSTEE STEPHEN PEARCE, MD, TO PROVIDE PROFESSIONAL SERVICES IN THE SPECIALTY OF GASTROENTEROLOGY TO PATIENTS OF THE CLINIC. EMC PAID $435,653. 4 SCHEDULE L, PART IV, LINE 9 NAME OF INTERESTED PERSON: JOSEPH MATTHEWS RELATIONSHIP: TRUSTEE AMOUNT: 15,421 DESCRIPTION OF TRANSACTION: MEDICAL DIRECTORSHIP SHARING OF REVENUES: NO TRUSTEE JOSEPH MATTHEWS, MD, SERVES AS THE MEDICAL DIRECTOR OF EMC'S WOUND/OSTOMY SERVICES CLINIC. EMC PAID $15,421. 5 SCHEDULE L, PART IV NAME OF INTERESTED PERSON: JENNIFER S OLSON RELATIONSHIP: FAMILY MEMBER OF FORREST OLSON, MD AMOUNT: 70,897 DESCRIPTION OF TRANSACTION: EMPLOYMENT - EMC SHARING OF REVENUES: NO NAME OF INTERESTED PERSON: BEVERLY A PEARCE RELATIONSHIP: FAMILY MEMBER OF STEPHEN PEARCE, MD AMOUNT: 43,194 DESCRIPTION OF TRANSACTION: EMPLOYMENT - EMC AND AFFILIATE SHARING OF REVENUES: NO NAME OF INTERESTED PERSON: JENNIFER L KASZA RELATIONSHIP: FAMILY MEMBER OF ATTILA KASZA, MD AMOUNT: 13,496 DESCRIPTION OF TRANSACTION: EMPLOYMENT - AFFILIATE SHARING OF REVENUES: NO 1 FORM 990, PART VI, LINE 11B THE FORM 990 IS PROVIDED TO EMC'S GOVERNING BODY WHERE IT IS REVIEWED AND MADE AVAILABLE FOR COMMENT PRIOR TO THE FILING DATE. THE REVIEW PROCESS INCLUDES MULTIPLE LEVELS OF REVIEW, INCLUDING KEY CORPORATE FINANCE DEPARTMENT PERSONNEL AND SENIOR EXECUTIVES, INCLUDING THE DIRECTOR OF FINANCE AND VICE PRESIDENT/CHIEF FINANCIAL OFFICER AND CHIEF EXECUTIVE OFFICER. ADDITIONALLY, EMC CONTRACTS WITH BKD, LLP, A CPA AND ADVISORY FIRM, FOR PREPARATION AND REVIEW OF THE FORM 990. 2 FORM 990, PART VI, LINE 12C EMC IS COMMITTED TO PREVENTING ANY PARTICIPANT OF EMC FROM GAINING ANY PERSONAL BENEFIT FROM INFORMATION RECEIVED OR FROM ANY TRANSACTION OF EMC. EMC MAINTAINS A WRITTEN CONFLICT OF INTEREST POLICY THAT REQUIRES ANY INTERESTED PERSON TO SUBMIT A CONFLICT OF INTEREST STATEMENT ANNUALLY TO THE COMPLIANCE OFFICER. EMC DEFINES AN INTERESTED PERSON AS ANY DIRECTOR, TRUSTEE, PRINCIPAL OFFICER, CONTRACTED PHYSICIAN OR MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS THAT HAS A DIRECT OR INDIRECT FINANCIAL INTEREST, OR OUTSIDE INTEREST OR ACTIVE INTEREST. A FINANCIAL INTEREST IS BASED ON IF THE PERSON, DIRECTLY OR INDIRECTLY, THROUGH BUSINESS, INVESTMENT OR IMMEDIATE FAMILY HAS AN OWNERSHIP OR INVESTMENT INTEREST IN ANY ENTITY WITH WHICH EMC HAS A TRANSACTION OR ARRANGEMENT, OR A COMPENSATION ARRANGEMENT WITH ANY ENTITY OR INDIVIDUAL WITH WHICH THE ORGANIZATION HAS A TRANSACTION OR ARRANGEMENT, OR A POTENTIAL OWNERSHIP OR INVESTMENT INTEREST IN, OR COMPENSATION ARRANGEMENT WITH ANY ENTITY OR INDIVIDUAL WITH WHICH EMC IS NEGOTIATING A TRANSACTION OR ARRANGEMENT. EACH BOARD MEMBER, OFFICER, MEMBER OF A BOARD COMMITTEE (COMMITTEE) AND CONTRACT PHYSICIAN IS REQUIRED TO ANNUALLY SIGN A CONFLICTS OF INTEREST ANNUAL STATEMENT WHICH AFFIRMS THAT SUCH PERSON HAS (I) RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, (II) HAS READ AND UNDERSTANDS THE POLICY, (III) AGREES TO COMPLY WITH THE POLICY AND (IV) HAS DISCLOSED ALL REAL AND POTENTIAL CONFLICTS. THESE STATEMENTS ARE SUBMITTED BY THE CHIEF COMPLIANCE OFFICER TO THE BOARD ON AN ANNUAL BASIS. THE MINUTES OF THE BOARD CONTAIN ALL APPROPRIATE DOCUMENTATION OF PERSONS WITH ACTUAL OR PERCEIVED CONFLICT OF INTEREST. ANY PERSON DEEMED TO BE AN INTERESTED PERSON IS RECUSED FROM DISCUSSION OR PARTICIPATION IN THE DECISION PROCESS FOR ANY CONTEMPLATED TRANSACTION OR ARRANGEMENT. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, AN INTERESTED PERSON IS REQUIRED TO DISCLOSE THE EXISTENCE AND NATURE OF ANY FINANCIAL OR OTHER INTEREST TO THE CHAIRMAN OF THE BOARD OR COMMITTEE. AFTER DISCLOSURE OF THE INTEREST AND ALL MATERIAL FACTS, INVESTIGATION AND ANY DISCUSSION WITH THE INTERESTED PERSON, THE CHAIRMAN OR RESPECTIVE COMMITTEE WILL UNDERTAKE SUCH STEPS AS NECESSARY TO DECIDE IF A CONFLICT OF INTEREST EXISTS. VIOLATIONS OF THE CONFLICTS OF INTEREST POLICY ARE SUBJECT TO THE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION, INCLUDING DISMISSAL, AT THE BOARDS DISCRETION. 3 FORM 990, PART VI, LINE 15A & B EMC IS COMMITTED TO ENSURING THAT ALL EXECUTIVE COMPENSATION DECISIONS ARE COMPETITIVE, FAIR AND EQUITABLE, SUPPORTING THE MISSION AND VALUES OF EMC, AS WELL AS IN COMPLIANCE WITH APPROPRIATE REGULATORY GUIDELINES. RESPONSIBILITY FOR DUE DILIGENCE AND THE DEVELOPMENT OF RECOMMENDATIONS REGARDING EXECUTIVE COMPENSATION RESIDES WITH THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD. THE COMMITTEE IS COMPRISED OF INDIVIDUALS INDEPENDENT OF THE MANAGEMENT OF EMC. THE KEY PRINCIPLES TO OUR COMPENSATION PHILOSOPHY ARE TO PROVIDE A REASONABLE MARKET WAGE, MAINTAIN COMPETITIVE AND INTERNALLY EQUITABLE PAY AND PROVIDE MARKET COMPETITIVE BENEFITS. EXECUTIVE COMPENSATION IS BASED ON NATIONAL AND REGIONAL DATA DEVELOPED BY NATIONALLY AND REGIONALLY RECOGNIZED ORGANIZATIONS. THE EXECUTIVE COMPENSATION COMMITTEE COMPLETES A MARKET-BASED ANALYSIS ANNUALLY. 4 FORM 990, PART VI, LINE 19 EMC MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. 5 FORM 990, PART XI, LINE 5 UNREALIZED GAINS/LOSSES 11,480,294 CHANGE IN MINIMUM PENSION LIABILITY 2,830,915 INTERCOMPANY ADJUSTMENTS (354,412) CHANGE IN ANNUITY (115,734) JOINT VENTURE BOOK/TAX DIFFERENCE 241,877 14,082,940 ENLOE HEALTH FOUNDATION 1531 ESPLANADE CHICO CA 95926 942985552 SUPPORT EMC CA 501(C)(3) 11B NA NORTH VALLEY ADVANCED IMAGING LLC 1720 ESPLANADE CHICO CA 95926 263877565 IMAGING CA NA RELATED 1746123 3167931 false 0 true 0.49000 ROMSO LLC 1531 ESPLANADE CHICO CA 95926 943360309 IMAGING CA NA RELATED -209395 77778 false 0 true 0.50000 CHICO PHYSICIAN PRACTICE SUPPORT SERVICE 251 COHASSET ROAD SUITE 120 CHICO CA 95926 680352993 PHYSICIAN MGMT CA NA C CORP 3154376 239644 1.00000 false false true true false false false false false false true false true false true true false true CHICO PHYSICIAN PRACTICE SUPPORT SERVICES K 60000 CHICO PHYSICIAN PRACTICE SUPPORT SERVICES D 314221 NORTH VALLEY ADVANCED IMAGING R 1837500