2012-08-14T14:25:24-05:00 2011-09-30 BKD LLP 910 E ST LOUIS 200/PO BOX 1190 SPRINGFIELD MO 658062523 990 2010-10-01 440577118 LESTER E COX MEDICAL CENTERS LEST 4172698811 1423 N JEFFERSON ST SPRINGFIELD MO 65802 JACOB M MCWAY 2012-08-09 true Brian D Todd 4178658701 2010 2016-02-24 21:20:13Z COXHEALTH STEVE EDWARDS 1423 N JEFFERSON SPRINGFIELD MO 65802 1101329996 false X WWW.COXHEALTH.COM X 1923 MO THE ORGANIZATION PROVIDES QUALITY HEALTH CARE, EDUCATION AND RESEARCH IN ORDER TO IMPROVE THE HEALTH OF THE COMMUNITIES IT SERVES. 30 23 8107 30 875593 93920 2922955 2449996 886505038 921786583 11452085 6595874 3055288 3867668 903935366 934700121 2387641 1705898 0 0 377472817 396216572 0 0 530357 507652075 512634914 887512533 910557384 16422833 24142737 1009995091 1009866577 543627435 569514135 466367656 440352442 X MISSION: TO IMPROVE THE HEALTH OF THE COMMUNITIES WE SERVE THROUGH QUALITY HEALTH CARE, EDUCATION & RESEARCH. false false 580527120 661122380 HOSPITAL SERVICES: AS A COMMUNITY OWNED, NON-PROFIT HOSPITAL, COXHEALTH PROVIDES THE KIND OF CARE AND PROGRAMS THAT ARE NEEDED TO SERVE MANY OF THE MOST VULNERABLE IN OUR COMMUNITIES - THE UNDERINSURED AND UNINSURED. COMMUNITY BENEFIT IN FY11 TOTALED $130,767,008 SYSTEM-WIDE IN THESE CATEGORIES: SHORT-FALLS IN REIMBURSEMENT AND CHARITY CARE; COMMUNITY OUTREACH SERVICES INCLUDING COMMUNITY EDUCATION, HEALTH SCREENINGS, SUPPORT GROUPS AND IMMUNIZATIONS; HEALTH PROFESSIONALS EDUCATION AND RESEARCH, INCLUDING THE UN-REIMBURSED COST OF COX FAMILY MEDICINE RESIDENCY AND SCHOOLS OF ALLIED HEALTH PROFESSIONS; AND FOUNDATION GRANTS, FINANCIAL CONTRIBUTIONS AND IN-KIND DONATIONS. 187467024 148414249 PHYSICIAN CARE: EMPLOYED PHYSICIANS AT COXHEALTH PLAY AN IMPORTANT ROLE IN ACCESS TO MEDICAL CARE THROUGH THEIR PRACTICE AT RURAL HEALTH CLINICS IN UNDER-SERVED AREAS OF SOUTHWEST MISSOURI. PHYSICIANS WITH COX FAMILY MEDICINE RESIDENCY ARE MAKING A VISIBLE DIFFERENCE IN CARE FOR UNINSURED PATIENTS AS WELL AS PATIENTS COVERED BY MEDICAID. THESE PATIENTS REPRESENT 14 AND 42 PERCENT OF TOTAL PATIENTS SEEN IN THE CLINIC RESPECTIVELY. AFFORDABLE, CONVENIENT CARE IS ALSO PROVIDED IN OUR RETAIL CLINICS. COXHEALTH CONTINUES TO PARTNER WITH WAL-MART, AND OPENED AN ADDITIONAL CLINIC IN FY11. 33130209 34092542 HOME CARE: COXHEALTH'S HOME CARE SERVICES ARE PROVIDED BY OXFORD HEALTHCARE AND HOME SUPPORT, WHICH INCLUDE HOME CARE SERVICES AND DURABLE MEDICAL EQUIPMENT. THE OXFORD STAFF HELPS THEIR PATIENTS CONNECT WITH ASSOCIATION SUPPORT (I.E., ALZHEIMER'S ASSOCIATION AND ASSOCIATION FOR THE BLIND) AS WELL AS COORDINATING MEALS ON WHEELS AND TRANSPORTATION. OXFORD WORKS DILIGENTLY TO RAISE FUNDS FOR SUCH EVENTS AS A FAN DRIVE FOR PATIENTS WHO DO NOT HAVE AIR CONDITIONING, A FOOD DRIVE AND CHRISTMAS EVENTS. FOR ADDITIONAL INFORMATION, SEE SCHEDULE O. 9600365 1705898 77281819 810724718 true true false true false false false false false true false true false true false false true false false true false false false true false true true true true true true false false false false false false false false true true false false false false true true true true false false true 474 0 true 8107 true true true false false false false true true false false false false X 30 23 true false false false false false false true true false false true true true true true true true true false X JACOB M MCWAY 4172698811 3800 S NATIONAL SPRINGFIELD MO 65807 X LARRY W LIPSCOMB 1.0 X X 0 0 0 JAMES W HUTCHESON 1.0 X X 0 0 0 GRANT Q HADEN JD 1.0 X X 0 0 0 JOSEPH W TURNER JD 1.0 X X 0 0 0 CHARLES T CHALENDER 1.0 X 0 0 0 PIERRE L CLOTHIAUX MD 1.0 X 0 0 0 PATRICIA M DIX MD 40.0 X 275197 0 23887 DENNIS J HEIM 1.0 X 0 0 0 GEORGE O WOOD JD 1.0 X 0 0 0 JERRY G JARED 1.0 X 0 0 0 DONA K ELKINS 1.0 X 0 0 0 JEFFREY C GOWER DDS 1.0 X 0 0 0 RICHARD W KISSELL MD 40.0 X 172019 0 20831 RONALD D PONDS 1.0 X 0 0 0 JOHN P SQUIRES 1.0 X 0 0 0 GIL L TROUT 1.0 X 0 0 0 ROBERT C FULP 1.0 X 0 0 0 MICHAEL D GARRETT JD 1.0 X 0 0 0 LARRY W HALVERSON MD 40.0 X 172275 0 19853 JANICE K HARRIS 1.0 X 0 0 0 HAL L HIGDON PHD 1.0 X 0 0 0 JOHN W MARTIN 1.0 X 0 0 0 MICHAEL T NIETZEL PHD 1.0 X 0 0 0 BEN A PARNELL 1.0 X 0 0 0 DAVID ZOLFAGHARI MD 1.0 X 0 0 0 JOHN E WOLFE MD 1.0 X 0 0 0 THOMAS Y AUNER 1.0 X 0 0 0 HOWARD J FISK 1.0 X 0 0 0 MARK J HASELTINE 1.0 X 0 0 0 KURT D HELLWEG 1.0 X 0 0 0 LOREN BROADDUS MD 1.0 X 94706 0 0 ROBERT H BEZANSON 40.0 X 798234 0 177729 STEVE EDWARDS 40.0 X 438428 0 103076 JACOB MCWAY 40.0 X 400669 0 97001 LAURIE DUFF 40.0 X 153477 0 17354 JOHN DUFF 40.0 X 338833 0 121932 ROBERT FERGUSON 40.0 X 245699 0 23306 CHARITY ELMER 40.0 X 264023 0 25345 DAVID TAYLOR 40.0 X 220869 0 24693 RON PRENGER 40.0 X 209628 0 24066 JOHN HURSH 40.0 X 216048 0 22875 RITA GURIAN 40.0 X 175193 0 15471 RODNEY SCHAFFER 40.0 X 181573 0 15564 PATRICK WALSH 40.0 X 170457 0 20858 KAREN KRAMER 40.0 X 212769 0 22285 BRETT KIRKMAN 40.0 X 237583 0 23038 DANIEL SONTHEIMER MD 40.0 X 335771 0 25208 JOSEPH ECCHER MD 40.0 X 511086 0 23881 KATHRYN DERROUGH MD 40.0 X 499629 0 18633 COLLEEN ROSE MD 40.0 X 493478 0 19075 SARAH KUHLMAN MD 40.0 X 487595 0 25641 ROBERT HUFFT MD 40.0 X 463491 0 24087 MARY KNAPP 40.0 X 170098 0 10049 7938828 0 945738 303 true true false FERRELL DUNCAN CLINIC INC PHYS REMUNERATION 60506735 EMERGENCY PHYSICIANS OF SPFD ER PHYSICIAN SERVICE 12151923 HC BECK LTD PROJECT MGMT 9407609 OZARK ANESTHESIA ASSOCIATES ANESTHESIA SERVICES 13331523 SPRINGFIELD NEUROLOGICAL INSTIT PHYS REMUNERATION 12578560 66 40064 813418 1596514 10716 2449996 NET PATIENT SERVICE REVENUE 900099 896525416 896525416 NET PATIENT SERVICE - UNRELATED LAB 621500 675985 675985 NET PATIENT SERVICE - UNRELATED RTL DME 446199 144190 144190 CAFETERIA, MEALS & VENDING 722210 4013612 4013612 FITNESS CENTERS 713940 3283780 3283780 17143600 17088182 55418 921786583 12152117 12152117 519261 519261 0 1881123 1023113 858010 858010 858010 159422429 66484 165285946 278471 -5863517 -211987 -6075504 -6075504 56354 40064 42345 14009 14009 0 0 LOSS ON INVESTMENT IN EQUITY INVESTEE 900099 -61868 -61868 CHANGE IN INTEREST IN NET ASSETS OF SUBS 900099 3057517 3057517 2995649 934700121 920910990 875593 10463542 582839 582839 1123059 1123059 0 0 6137823 3193182 2944641 573107 178881 394226 307187627 267344537 39622539 220551 1297469 1247995 49474 59449673 51422828 8006900 19945 21570873 18644110 2926763 0 3442736 3442736 453592 453592 67609 67609 0 559904 559904 157948300 128347351 29524699 76250 2116989 1719531 397458 14034358 11354987 2624632 54739 1095191 889572 205619 0 19039506 18302496 737010 2365714 1921558 444156 0 1242452 1009185 233267 14654923 13369225 1285698 0 34974878 31906481 3068397 5046898 4604126 442772 BAD DEBT 74013938 74013938 MEDICAL SUPPLIES & DRUGS 134280577 134280577 STATE PROVIDER TAX 38493320 38493320 LICENSES, DUES, SUBSCRIPTIONS 1322201 1073962 248239 MISCELLANEOUS 7481828 5700978 1621978 158872 910557384 810724718 99302309 530357 646175 157745 263544794 214396315 97264903 101575566 17648982 13347528 10340399 11147117 6380213 7399457 828153008 494219975 332544016 333933033 187672256 209923877 19940363 22379130 51013753 51904373 4359061 25997936 18640176 17704500 1009995091 1009866577 146178362 177677273 4461727 3637500 313337290 309198109 7965473 4841837 4841710 13327389 66842873 60832027 543627435 569514135 X 444823006 417954508 11900434 12560293 9644216 9837641 466367656 440352442 1009995091 1009866577 X 24142737 -50157951 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 31650 false true 35959 67609 false DIRECT CONTACT WITH LEGISLATORS, ETC SCHEDULE C, PART II-B, LINE 1G THE ORGANIZATION CONTRACTED PENMAN & WINTON CONSULTING GROUP, A LOBBYING AND ASSOCIATION MANAGEMENT FIRM, TO LOBBY ISSUES THAT BENEFIT THE INTERESTS OF THE COMMUNITY, COXHEALTH AND ITS AFFILIATES. OTHER LOBBYING ACTIVITIES SCHEDULE C, PART II-B, LINE 1I MEMBERS OF COXHEALTH'S ADMINISTRATIVE STAFF CONTACT LEGISLATORS REGARDING KEY HEALTHCARE ISSUES. ALSO, PORTIONS OF DUES PAID TO THE MISSOURI HOSPITAL ASSOCIATION AND THE AMERICAN HOSPITAL ASSOCIATION ARE USED FOR POLITICAL LOBBYING. IN FY11, THE AMOUNT ATTRIBUTABLE TO LOBBYING WAS $34,490. IN ADDITION, $1,458 OF DUES PAID TO THE SPRINGFIELD AREA CHAMBER OF COMMERCE AND $11 OF DUES PAID TO THE AICPA, WERE ATTRIBUTABLE TO LOBBYING. 26041751 26041751 282229097 137159734 145069363 4659063 2628429 2030634 477531837 345932643 131599194 37691260 8499169 29192091 333933033 INT IN NA OF TAX EXEMPT SUBS 51904373 C 51904373 0 INTEREST RATE BASIS SWAP 8968469 SELF INSURANCE CLAIMS PAYABLE 39571858 REG SETTLEMENT LIABILITY 12291700 60832027 934700121 910557384 24142737 -8129203 -35077453 -43206656 -19063919 892007884 -8129203 8865 -35637357 -43757695 935765579 -1065458 -1065458 934700121 911071803 8865 1065458 1074323 909997480 559904 559904 910557384 UNCERTAIN TAX POSITION 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. OTHER RECONCILING ITEMS SCHEDULE D, PART XI, LINE 8 $ (162,115) CONTRIBUTED (RETURN OF) CAPITAL - COX HEALTH SYSTEMS HMO (35,851,761) DEFINED BENEFIT LOSS 1,000,000 TRANSFER FROM AFFILIATE (63,577) CHANGE IN BENEFICIAL INTEREST IN TRUST ------------ (35,077,453) OTHER CHANGES IN NET ASSETS OTHER RECONCILING ITEMS SCHEDULE D, PART XII, LINE 2D $ (162,115) CONTRIBUTED (RETURN OF) CAPITAL - COX HEALTH SYSTEMS HMO (35,851,761) DEFINED BENEFIT LOSS 1,000,000 TRANSFER FROM AFFILIATE (63,577) CHANGE IN BENEFICIAL INTEREST IN TRUST (559,904) INVESTMENT FEES ------------ (35,637,357) REVENUE EXCLUDED FROM 990 OTHER RECONCILING ITEMS SCHEDULE D, PART XII, LINE 4B; PART XIII, LINE 2D $ (1,023,113) RENT EXPENSE (42,345) SPECIAL EVENT EXPENSES ------------ ( 1,065,458) EXPENSES RECLASSED TO REVENUE Central America and the Caribbean 0 1 Program Services CAPTIVE INSURANCE 840000 0 1 0 1 840000 840000 true false true false false false GOLF TOURNEY 44345 28345 16000 600 400 14969 0 0 1055 MEDICAL MILE 23809 0 23809 0 138 1076 0 0 9289 3 28264 11719 16545 0 0 0 0 0 14818 96418 40064 56354 600 538 16045 0 0 25162 42345 14009 true true X false true X true true true false true true 23264338 0 23264338 0.02780 127543987 110582586 16961401 0.02030 150808325 110582586 40225739 0.04810 539910 0 539910 0.00060 14538993 8817506 5721487 0.00680 12211297 8920766 3290531 0.00390 1714763 0 1714763 0.00200 29004963 17738272 11266691 0.01330 179813288 128320858 51492430 0.06140 false 25807940 4180886 281837637 332870433 -51032796 X true true 3 1 LESTER E COX MEDICAL CENTERS - SOUTH

3801 S NATIONAL AVE SPRINGFIELD MO 65807

X X X X X 2 LESTER E COX MEDICAL CENTERS - NORTH

1423 N JEFFERSON ST SPRINGFIELD MO 65802

X X X 3 COX WALNUT LAWN ORTHOPEDIC HOSPITAL

1000 E WALNUT LAWN SPRINGFIELD MO 65807

X X LESTER E COX MEDICAL CENTERS - SOUTH 1 LESTER E COX MEDICAL CENTERS - NORTH 2 COX WALNUT LAWN ORTHOPEDIC HOSPITAL 3 69 SPRINGFIELD INPATIENT PHYSICIANS

3801 S NATIONAL AVE 5TH FL SPRINGFIELD MO 65807

CLINIC ADULT MEDICINE & ENDOCRINOLOGY SPECLST

960 E WALNUT LAWN SUITE 201 SPRINGFIELD MO 65807

CLINIC FAMILY MEDICAL CARE CENTER

1423 N JEFFERSON ST B-100 SPRINGFIELD MO 65802

CLINIC PHYSICIANS FOR WOMEN

3850 S NATIONAL AVE 400 SPRINGFIELD MO 65807

CLINIC STEEPLECHASE FAMILY PHYSICIANS

1530 E REPUBLIC RD SPRINGFIELD MO 65804

CLINIC PEDIATRIC CENTER

3443 S NATIONAL AVE SPRINGFIELD MO 65807

CLINIC REGIONAL PERINATAL CENTER

1000 E PRIMROSE 360 SPRINGFIELD MO 65807

CLINIC SOUTHWEST SPINE & SPORTS MEDICINE

3555 S NATIONAL AVE 302 SPRINGFIELD MO 65807

CLINIC COX FAMILY MEDICINE ASSOCIATES

3850 S NATIONAL AVE 520 SPRINGFIELD MO 65807

CLINIC COXHEALTH CENTER NIXA

411 N MCCROSKEY NIXA MO 65714

CLINIC MILNE-SCANLON UROLOGY CLINIC

3800 S NATIONAL 730 SPRINGFIELD MO 65807

CLINIC DIAGNOSTIC CLINIC

3800 S NATIONAL 600 SPRINGFIELD MO 65807

CLINIC FAMILY PRACTICE & OBSTETRICS OF MONETT

815 N LINCOLN STE G SPRINGFIELD MO 65708

CLINIC NORTHSIDE PEDIATRICS & ADOLESCENTS

1443 N ROBBERSON 200 SPRINGFIELD MO 65802

CLINIC COXHEALTH NEWBORN MEDICINE SPECIALISTS

3801 S NATIONAL AVE SPRINGFIELD MO 65807

CLINIC MEDICAL CLINIC OF WILLOW SPRINGS

816 E MAIN WILLOW SPRINGS MO 65793

CLINIC SUN RIVER ORTHOPAEDICS

3800 S NATIONAL AVE 700 SPRINGFIELD MO 65807

CLINIC COXHEALTH INTERNAL MEDICINE FOR WOMEN

3850 S NATIONAL AVE 700 SPRINGFIELD MO 65807

CLINIC FAMILY & OCCUPATIONAL MEDICINE OF MONETT

2200 E CLEVELAND MONETT MO 65708

CLINIC COX FAMILY MEDICINE OF MONETT

307 W BENTON MONETT MO 65708

CLINIC COXHEALTH CENTER AURORA

106 COMMERCE DRIVE AURORA MO 65605

CLINIC SOUTHERN HILLS FAMILY MEDICINE

2702 E SUNSHINE SPRINGFIELD MO 65804

CLINIC ELFINDALE FAMILY MEDICINE

1429 W SUNSHINE SPRINGFIELD MO 65807

CLINIC COXHEALTH CENTER MARSHFIELD

941 E HUBBLE DRIVE MARSHFIELD MO 65706

CLINIC COXHEALTH CENTER BRANSON

890 HWY 248 BRANSON MO 65616

CLINIC COXHEALTH PEDIATRICS

3525 S NATIONAL AVE 210 SPRINGFIELD MO 65807

CLINIC COXHEALTH CENTER LEBANON

510 E HWY 32 LEBANON MO 65536

CLINIC CHESTERFIELD FAMILY CLINIC

1925 W CHESTERFIELD BLVD SPRINGFIELD MO 65807

CLINIC COXHEALTH CENTER WILLARD

304 E JACKSON WILLARD MO 65781

CLINIC COX FAMILY MEDICINE OF MOUNTAIN GROVE

1602A N MAIN ST MOUNTAIN GROVE MO 65711

CLINIC COX SENIOR HEALTH CENTER

1423 N JEFFERSON ST SPRINGFIELD MO 65802

CLINIC ADVANCED PAIN MANAGEMENT

1011 E MONTCLAIR SPRINGFIELD MO 65807

CLINIC PEDIATRIC NEUROLOGY OF THE OZARKS

1000 E PRIMROSE 200 SPRINGFIELD MO 65807

CLINIC COXHEALTH CENTER MT VERNON

10763 HWY 39 MT VERNON MO 65712

CLINIC COXHEALTH CENTER OZARK

1741 S 15TH STREET OZARK MO 65721

CLINIC CRANE MEDICAL CARE

102 CORTNEY LANE CRANE MO 65633

CLINIC COXHEALTH CENTER REPUBLIC

820 ILLINOIS AVE REPUBLIC MO 65738

CLINIC MONETT SURGICAL ASSOCIATES

815 N LINCOLN STE E MONETT MO 65708

CLINIC COXHEALTH CENTER AVA

806 SW 13TH AVE AVA MO 65608

CLINIC HUGH HARRIS MD

3555 S NATIONAL AVE 300 SPRINGFIELD MO 65807

CLINIC COX FAMILY PHYSICIANS

1443 N ROBBERSON 1001 SPRINGFIELD MO 65802

CLINIC COXHEALTH INPATIENT PSYCHIATRY

1423 N JEFFERSON ST SPRINGFIELD MO 65802

CLINIC COXHEALTH CENTER BUFFALO

119 N ASH BUFFALO MO 65622

CLINIC COXHEALTH CENTER ROGERSVILLE

151 JOHNSTOWN DR ROGERSVILLE MO 65742

CLINIC COXHEALTH CENTER FOR ADDICTIONS

1423 N JEFFERSON ST SPRINGFIELD MO 65802

CLINIC THE CLINIC AT WALMART #0444

3315 S CAMPBELL SPRINGFIELD MO 65807

CLINIC THOMAS J LEGG DO

3525 S NATIONAL 202 SPRINGFIELD MO 65807

CLINIC PEDIATRIC SPECIALTY CLINIC

3443 S NATIONAL AVE SPRINGFIELD MO 65807

CLINIC SEYMOUR FAMILY HEALTH CARE

202 COMMERCIAL SEYMOUR MO 65746

CLINIC COXHEALTH CENTER SHELL KNOB

25376 STATE HWY 39 SHELL KNOB MO 65747

CLINIC THE CLINIC AT WALMART #0379

2004 W MARLER LANE OZARK MO 65721

CLINIC THE CLINIC AT WALMART #2221

2021 E INDEPENDENCE SPRINGFIELD MO 65804

CLINIC THE CLINIC AT WALMART #1009

1150 US HWY 60 EAST REPUBLIC MO 65738

CLINIC COXHEALTH CENTER CAMPBELL

2750 S CAMPBELL SPRINGFIELD MO 65807

CLINIC PEDIATRIC HOSPITAL AFFILIATES

3801 S NATIONAL AVE 7TH FL SPRINGFIELD MO 65807

CLINIC ROBERT E HUFFT MD

1001 E PRIMROSE 3RD FL SPRINGFIELD MO 65807

CLINIC COXHEALTH GYNECOLOGY CLINIC OF MONETT

801 N LINCOLN MONETT MO 65708

CLINIC MARTIN CENTER

3901 S FREMONT SPRINGFIELD MO 65807

IMAGING CENTER OZARK HEALTH VENTURES

3550 S NATIONAL AVE SPRINGFIELD MO 65807

CLINIC BONE & JOINT CENTER

3555 S NATIONAL AVE SPRINGFIELD MO 65807

MEDICAL OFFICES FERRELL-DUNCAN CLINIC

1000 E PRIMROSE SPRINGFIELD MO 65807

MEDICAL OFFICES THE MEYER CENTER AT COXHEALTH

3545 S NATIONAL AVE SPRINGFIELD MO 65807

FITNESS AND REHAB CENTER COX HYPERBARIC MEDICINE & WOUND CARE

3525 S NATIONAL AVE 101 SPRINGFIELD MO 65807

CLINIC MEDICAL OFFICE BUILDING-COX WALNUT LAWN

3525 S NATIONAL AVE SPRINGFIELD MO 65807

MEDICAL OFFICES TURNER WOMEN & CHILDREN'S CENTER

1000 E PRIMROSE SPRINGFIELD MO 65807

MEDICAL OFFICES WHEELER HEART & VASCULAR

3800 S NATIONAL AVE SPRINGFIELD MO 65807

MEDICAL OFFICES HULSTON CANCER CENTER

3850 S NATIONAL AVE SPRINGFIELD MO 65807

MEDICAL OFFICES MEDICAL TOWERS

1443 N ROBBERSON SPRINGFIELD MO 65802

MEDICAL OFFICES CASSVILLE MEDICAL CARE ASSOCIATES

75 SMITHSON DRIVE SUITE A CASSVILLE MO 65625

CLINIC ELIGIBILITY FOR FREE CARE SCHEDULE H, PART I, LINE 3C IN GENERAL, THE ORGANIZATION'S CHARITY CARE POLICY DOES NOT PROVIDE FOR DISCOUNTS OF 100%. THEREFORE, IT IS EXPECTED THAT THE PATIENT OR GUARANTOR WILL HOLD A RESPONSIBILITY FOR PAYMENT OF AT LEAST A PORTION OF THE SERVICES, REGARDLESS OF THE LEVEL OF ELIGIBILITY. IT IS OUR INTENTION TO WORK WITH INDIVIDUALS ON THEIR OUT-OF-POCKET RESPONSIBILITY TO ESTABLISH FEASIBLE MONTHLY PAYMENTS WHEN NECESSARY. IN THE EVENT THAT A PATIENT OR GUARANTOR IS DETERMINED TO HAVE NO MEANS OF PAYING THE AMOUNT INDICATED AS THEIR RESPONSIBILITY DUE TO EXTENUATING CIRCUMSTANCES, CONSIDERATION MAY BE GIVEN TO WAIVING DEDUCTIBLES AND/OR INCREASING THE DISCOUNT AMOUNT UP TO A 100% DISCOUNT OF THE PATIENT PORTION. THESE EXTENUATING CASES ARE SUBJECT TO THE DISCRETION AND APPROVAL OF THE PFS DIRECTOR AND/OR THE CHIEF FINANCIAL OFFICER WITHIN THE APPROVAL LIMITS DEFINED AT THE END OF THIS POLICY. PERCENT OF TOTAL EXPENSE SCHEDULE H, PART I, LINE 7, COLUMN F TO ARRIVE AT THE PERCENT OF TOTAL EXPENSES, THE DENOMINATOR WHICH EQUALS TOTAL OPERATING EXPENSES PER PART IX, LINE 25, OF THE FORM 990 ($910,557,384) WAS REDUCED BY BAD DEBT EXPENSE ($74,013,938). SUBSIDIZED SERVICES SCHEDULE H, PART I, LINE 7G THE ORGANIZATION HAS INCLUDED COSTS ASSOCIATED WITH RURAL HEALTH CENTERS (RHC) IN THE CALCULATION OF SUBSIDIZED SERVICES ON LINE 7G, WITH A NET SUBSIDY FROM RHCS OF $3,290,531. COXHEALTH PROVIDES PRIMARY CARE SERVICES TO THE SURROUNDING COMMUNITIES AT THE CENTERS. THESE SERVICES ARE PROVIDED IN RURAL AREAS WHERE THERE WOULD BE A SHORTAGE OF QUALITY MEDICAL CARE WITHOUT THE SERVICES. COXHEALTH CONTINUES TO PROVIDE THESE SERVICES AS A BENEFIT TO THE COMMUNITY DESPITE KNOWING THAT FINANCIAL SHORTFALLS WILL BE SUSTAINED. COSTING METHODOLOGY SCHEDULE H, PART I, LINE 7G THE COST TO CHARGE RATIO CALCULATED ON IRS WORKSHEET 2 WAS NOT USED IN THE CALCULATION OF COST ON THE OTHER IRS WORKSHEETS. A COSTING SYSTEM WAS USED USING ALL PATIENT SEGMENTS. COST COMPUTED ON IRS WORKSHEETS 1, 3, 5, AND 6 WERE COMPUTED FROM THE MEDICARE COST REPORT, INCLUDING DIRECT COSTS PLUS OVERHEAD ALLOCATIONS COMPUTED IN THE COST REPORT STEP-DOWN PROCESS. BAD DEBT EXPENSE SCHEDULE H, PART III, SECTION A, LINE 4 THE AUDITED FINANCIAL STATEMENTS DO NOT CONTAIN A FOOTNOTE THAT DESCRIBES BAD DEBT EXPENSE. THEY DO, HOWEVER, CONTAIN A FOOTNOTE THAT DESCRIBES PATIENT ACCOUNTS RECEIVABLE: THE HEALTH SYSTEM REPORTS PATIENT ACCOUNTS RECEIVABLE FOR SERVICES RENDERED AT NET REALIZABLE AMOUNTS FROM THIRD-PARTY PAYERS, PATIENTS AND OTHERS. THE HEALTH SYSTEM PROVIDES AN ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS BASED UPON A REVIEW OF OUTSTANDING RECEIVABLES, HISTORICAL COLLECTION INFORMATION AND EXISTING ECONOMIC CONDITIONS. AS A SERVICE TO THE PATIENT, THE HEALTH SYSTEM BILLS THIRD-PARTY PAYERS DIRECTLY AND BILLS THE PATIENT WHEN THE PATIENT'S 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. THE ORGANIZATION CALCULATED BAD DEBT AT COST BY TAKING THE BAD DEBT ATTRIBUTABLE TO PATIENT ACCOUNTS TIMES THE RATIO OF PATIENT CARE COST TO CHARGES USED FOR SCHEDULE H, PART I CALCULATIONS. BAD DEBT ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE ORGANIZATION'S CHARITY CARE POLICY WAS DETERMINED USING POVERTY LIMIT DEMOGRAPHIC INFORMATION OBTAINED THROUGH THE US CENSUS BUREAU. USING DATA FROM 2009, APPROXIMATELY 16 PERCENT OF GREENE COUNTY WAS CONSIDERED TO LIVE IN POVERTY. COMMUNITY BENEFIT SCHEDULE H, PART III, SECTION B, LINE 8 SERVING PATIENTS WITH GOVERNMENT HEALTH BENEFITS, SUCH AS MEDICARE, IS A COMPONENT OF THE COMMUNITY BENEFIT STANDARD THAT TAX-EXEMPT HOSPITALS ARE HELD TO. THIS IMPLIES THAT SERVING MEDICARE PATIENTS IS A COMMUNITY BENEFIT AND THAT THE HOSPITAL OPERATES TO PROMOTE THE HEALTH OF THE COMMUNITY. DURING FISCAL YEAR 2011, THE MEDICARE SHORTFALL WAS $51,032,796. COLLECTION POLICY SCHEDULE H, PART III, SECTION C, LINE 9B THE ORGANIZATION WILL NOT PURSUE LEGAL ACTION FOR NONPAYMENT OF ANY AMOUNTS DISCOUNTED AS A RESULT OF AN APPROVED OR PARTIALLY APPROVED REQUEST FOR FINANCIAL ASSISTANCE. BALANCES REMAINING AFTER SUCH DISCOUNTS ARE APPLIED WILL, HOWEVER, BE SUBJECT TO COLLECTION ACTIVITY, INCLUDING LEGAL ACTION. IN ADDITION, THE ORGANIZATION WILL NOT CHARGE INTEREST ON THE BALANCE REMAINING AFTER APPLYING THE FINANCIAL ASSISTANCE DISCOUNT. HOWEVER, THE ORGANIZATION MAY, IN ITS SOLE DISCRETION, CHARGE INTEREST ON THE BALANCE OWED IF 1) THE GUARANTOR DEFAULTS ON HIS OR HER PAYMENT AGREEMENT OR 2) THE BALANCE IS REFERRED TO THE COLLECTION AGENCY FOR COLLECTION. NEEDS ASSESSMENT COXHEALTH HAS PERFORMED AN ENVIRONMENTAL SCAN ANNUALLY SINCE 2006. IN 2012, THE FIRST "COMMUNITY HEALTH NEEDS ASSESSMENT" AS REQUIRED BY THE IRS WAS PUT IN PROCESS. THE ENVIRONMENTAL SCAN AND THE COMMUNITY HEALTH NEEDS ASSESSMENT ARE VERY SIMILAR IN THAT SOME OF THE SAME ELEMENTS ARE PRESENT IN BOTH DOCUMENTS. A PUBLIC PERCEPTION STUDY OF AREA HEADS OF HOUSEHOLDS IS CONDUCTED ANNUALLY. THE MOST RECENT STUDY SURVEYED 876 HOUSEHOLDS IN OUR SERVICE AREA TO DETERMINE "WHAT SERVICES ARE NEEDED." WE ALSO PERFORM A PUBLIC HEALTH SURVEY, WHICH ASKS COMMUNITY LEADERS AND HEALTH PROFESSIONALS WHAT THEIR PRIORITIES ARE AND WHAT HEALTH SERVICES ARE LACKING IN THEIR COMMUNITY. THE PUBLIC HEALTH SURVEY IS SENT TO COUNTY PUBLIC HEALTH DEPARTMENTS, LOCAL AGENCIES, REGIONAL SERVICES CLINICS, MENTAL HEALTH FACILITIES, AND PUBLIC SCHOOLS THROUGHOUT THE TOTAL SERVICE AREA. COXHEALTH REFERENCES UNITED HEALTH FOUNDATION STATE-BY-STATE HEALTH RANKINGS AS WELL AS ROBERT WOOD JOHNSON AND UNIVERSITY OF WISCONSIN POPULATION HEALTH INSTITUTE COUNTY HEALTH RANK FOR HEALTH OUTCOMES AND HEALTH FACTORS. COXHEALTH ALSO REFERENCES "ASSESSING THE HEALTH OF THE COMMUNITY", WHICH IS AN ANALYSIS OF BEHAVIORS AND OUTCOMES FOR THE SPECIFIC COUNTIES OF COXHEALTH SERVICE AREA BY THE MISSOURI HOSPITAL ASSOCIATION. DEMOGRAPHIC AND ECONOMIC ANALYSIS IS PERFORMED FOR THE 22-COUNTY SERVICE AREA. NIELSEN CLARITAS DEMOGRAPHIC ESTIMATES AND PROJECTIONS ARE USED TO EVALUATE THE CHANGE IN POPULATION CHARACTERISTICS. UNEMPLOYMENT, HOME FORECLOSURE, AND INPATIENT PAYER DATA IS ALSO ASSESSED. PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE COXHEALTH USES A VARIETY OF METHODS TO INFORM AND EDUCATE PATIENTS ABOUT THEIR ELIGIBILITY FOR ASSISTANCE UNDER FEDERAL, STATE PROGRAMS OR UNDER THE ORGANIZATION'S POLICY: - AVAILABILITY OF FINANCIAL ASSISTANCE THROUGH THE ORGANIZATION IS COMMUNICATED TO PATIENTS THROUGH THE USE OF SIGNAGE AND BROCHURES/INFORMATION PACKETS AVAILABLE AT CHECK-IN LOCATIONS. - COXHEALTH ALSO PROACTIVELY COMMUNICATES THE AVAILABILITY OF FINANCIAL ASSISTANCE ON PATIENT BILLS AND STATEMENTS; AND ITS EARLY-OUT VENDOR RESPONSIBLE FOR PATIENT BALANCE COLLECTIONS IS EXPECTED TO PROACTIVELY INFORM SELF PAY PATIENTS OF THE AVAILABILITY WHEN SPEAKING TO THEM ON THE PHONE. - FOR ASSISTANCE UNDER FEDERAL AND STATE PROGRAMS COXHEALTH UTILIZES AN OUTSOURCE ELIGIBILITY VENDOR WHO MEETS WITH SELF PAY INPATIENTS AT THE BEDSIDE TO COMPLETE AN ELIGIBILITY SCREENING, INFORM THE PATIENTS OF POTENTIAL AVAILABILITY, AND WILL WORK WITH THE PATIENT TO HELP THEM THROUGH THE PROCESS. OUTPATIENTS ARE REFERRED TO THE VENDOR AFTER CARE AND THOSE ARE WORKED IN A SIMILAR FASHION WITH THE EXPECTATION THAT THE FIRST CONTACT IS THROUGH MAIL OR PHONE RATHER THAN AT THE BEDSIDE. - WE ALSO PROACTIVELY COMMUNICATE THE AVAILABILITY OF FINANCIAL ASSISTANCE ON PATIENT BILLS AND STATEMENTS; AND OUR EARLY-OUT VENDOR RESPONSIBLE FOR PATIENT BALANCE COLLECTIONS IS EXPECTED TO PROACTIVELY INFORM SELF PAY PATIENTS OF THE AVAILABILITY WHEN SPEAKING TO THEM ON THE PHONE. - FOR ASSISTANCE UNDER FEDERAL AND STATE PROGRAMS WE UTILIZE ON OUTSOURCE ELIGIBILITY VENDOR WHO MEETS WITH SELF PAY INPATIENTS AT THE BEDSIDE TO COMPLETE AN ELIGIBILITY SCREENING, INFORM THE PATIENTS OF POTENTIAL AVAILABILITY, AND WILL WORK WITH THE PATIENT TO HELP THEM THROUGH THE PROCESS. OUTPATIENTS ARE REFERRED TO THE VENDOR AFTER CARE AND THOSE ARE WORKED IN A SIMILAR FASHION WITH THE EXPECTATION THAT THE FIRST CONTACT IS THROUGH MAIL OR PHONE RATHER THAN AT THE BEDSIDE. COMMUNITY INFORMATION THE PRIMARY SERVICE AREA ("PSA") COUNTIES SERVED BY COXHEALTH INCLUDE: BARRY, CHRISTIAN, GREENE, LAWRENCE, STONE, TANEY, WEBSTER, AND WRIGHT (ALL PSA COUNTIES ARE LOCATED IN MISSOURI). THE SECONDARY SERVICE AREA ("SSA") COUNTIES SERVED BY COXHEALTH INCLUDE: BAXTER - AR, BOONE - AR, CEDAR, DADE, DALLAS, DOUGLAS, HICKORY, HOWELL, JASPER, LACLEDE, OZARK, POLK, PULASKI, AND TEXAS (ALL SSA COUNTIES ARE LOCATED IN MISSOURI EXCEPT BOONE AND BAXTER COUNTIES IN ARKANSAS). THE SERVICE AREA HAS EXCEEDED THE ONE MILLION PERSON MARK AND APPROXIMATELY 56% OF THE 22-COUNTY POPULATION IS IN THE EIGHT COUNTY PRIMARY SERVICE AREA. 51% OF THE MARKET IS FEMALE AND ALMOST 19% OF THE MARKET IS FEMALES BETWEEN THE AGES OF 15 AND 44. THE SEGMENT OF THE POPULATION OVER 65 IS PROJECTED TO GROW AT ABOUT A 13% RATE. THE AVERAGE HOUSEHOLD INCOME IS $48,766 IN THE 22-COUNTY SERVICE AREA COMPARED WITH $58,796 FOR THE STATE OF MISSOURI. DIVERSITY IS NEARLY NONEXISTENT IN THE 22-COUNTY MARKET. YEAR-TO-YEAR UNEMPLOYMENT RATES HAVE BEEN DECLINING IN THE AREA. PROMOTION OF COMMUNITY HEALTH COXHEALTH'S MISSION IS TO IMPROVE THE HEALTH OF THE COMMUNITIES WE SERVE THROUGH QUALITY HEALTH CARE, EDUCATION AND RESEARCH. WE ACTIVELY LIVE THIS MISSION BY PROVIDING QUALITY HEALTH CARE WITH MULTIPLE ACCESS POINTS FOR CARE INCLUDING THREE HOSPITALS AND MORE THAN 60 PHYSICIAN CLINICS (INCLUDING RETAIL CLINICS). IN 2011, THE ENTIRE COXHEALTH AFFILIATED SYSTEM PROVIDED $130,767,008 IN TOTAL COMMUNITY BENEFIT AND $490,071,227 IN TOTAL ECONOMIC IMPACT. A LARGE PORTION IS ATTRIBUTABLE TO COXHEALTH MEDICAL CENTERS. COMMUNITY INVOLVEMENT IS ACHIEVED IN A VARIETY OF WAYS INCLUDING: + CHILDREN'S MIRACLE NETWORK RAISES MORE THAN $1 MILLION ANNUALLY TO MEET THE NEEDS OF CHILDREN AND THEIR FAMILIES. LAST YEAR, CMN SERVED MORE THAN 100,000 CHILDREN IN 32 SOUTHWEST MISSOURI COUNTIES. + COXHEALTH FOUNDATION DISTRIBUTED $1.8 MILLION TO 32 PATIENT SERVICE FUNDS TO SUPPORT PATIENT CARE, FACILITIES, TECHNOLOGY, PROGRAMS AND PREVENTION. + COXHEALTH PROVIDES EXTENSIVE OUTREACH THROUGH FREE OR LOW-COST HEALTH EDUCATION AND HEALTH SCREENINGS YEAR-ROUND, AND SERVES AS THE AMERICAN HEART ASSOCIATION TRAINING CENTER. + COXHEALTH.COM PROVIDES ONLINE HEALTH EDUCATION AND INCORPORATES PODCASTS, HEALTH SURVEYS AND QUIZZES, AS WELL AS A HEALTH LIBRARY. HEALTHSENSE MAGAZINE IS DISTRIBUTED EACH QUARTER TO OVER 160,000 SOUTHWEST MISSOURI RESIDENTS. IN PARTNERSHIP WITH GROUPS SUCH AS THE AMERICAN HEART ASSOCIATION AND AMERICAN CANCER SOCIETY, + COXHEALTH SPONSORS COMMUNITY EVENTS PROMOTING HEALTH MESSAGES AND RAISING FUNDS FOR NEEDED HEALTH SERVICES. + COXHEALTH'S BOARD AND ADMINISTRATIVE LEADERS PARTICIPATE IN MANY CIVIC ORGANIZATIONS WHOSE PURPOSE IS TO IMPROVE THE LIVES OF COMMUNITY MEMBERS. EXAMPLES INCLUDE THE UNITED WAY, THE ROTARY CLUB, THE REGIONAL HEALTH COMMISSION AND THE CHAMBER OF COMMERCE. + COXHEALTH'S RESPONSE TO THE MAY 2011 JOPLIN TORNADO WAS SWIFT AND COMPREHENSIVE. AMBULANCES, PHYSICIANS, ER STAFF, AND SUPPLIES WERE PROVIDED TO JOPLIN IMMEDIATELY AFTER THE TORNADO AND IN THE FOLLOWING WEEKS. + ON JANUARY 20, 2012, A FIRE DAMAGED THE MISSOURI HOTEL ON COMMERCIAL STREET IN SPRINGFIELD. THE MISSOURI HOTEL PROVIDES SHELTER TO THE NEEDY AND HOMELESS IN THE COMMUNITY. COXHEALTH RESPONDED BY OPENING UP SECTIONS OF ITS COX NORTH HOSPITAL TO HOUSE 28 FAMILIES, A TOTAL OF 90 PEOPLE, INCLUDING 56 CHILDREN, DISPLACED BY THE FIRE UNTIL REPAIRS COULD BE MADE TO THE HOTEL. A MAJORITY OF COXHEALTH'S BOARD IS COMPRISED OF INDIVIDUALS WHO RESIDE IN THE ORGANIZATION'S PRIMARY SERVICE AREA, WHO ARE NEITHER EMPLOYEES NOR INDEPENDENT CONTRACTORS. THE ORGANIZATION EXTENDS MEDICAL STAFF PRIVILEGES TO PHYSICIANS IN THE COMMUNITY IF THEY QUALIFY. AFFILIATED HEALTH CARE SYSTEM COXHEALTH'S HOME CARE SERVICES ARE PROVIDED BY OXFORD HEALTHCARE, HOME PARENTERAL SERVICES (INFUSION THERAPY) AND HOME SUPPORT (DURABLE MEDICAL EQUIPMENT). OXFORD HEALTHCARE SUPPORTED THE COMMUNITY THROUGH MONTHLY NUTRITION AND FALL PREVENTION SEMINARS AT 20 AREA SENIOR CENTERS THROUGHOUT SOUTHWEST MISSOURI. OXFORD ALSO PROVIDED FREE BONE DENSITY SCREENINGS AT 34 COMMUNITY EVENTS, AND VITAL SIGN SCREENINGS AT MANY MORE. THROUGH AN ANNUAL FAN DRIVE, OXFORD COLLECTED AND DISTRIBUTED MORE THAN 600 BOX FANS TO SENIORS AND THE DISABLED WHO LACK ADEQUATE ACCESS TO COOLING DURING THE SUMMER MONTHS. DURING THE JOPLIN TORNADO AFTERMATH, OXFORD STAFF SET UP AND MANNED FIRST AID TENTS IN THE AFFECTED AREAS FOR 2 WEEKS, TENDING TO SURVIVORS AND CLEAN-UP CREWS. IN ADDITION TO PROVIDING FREE TREATMENT FOR MINOR INJURIES, THESE VOLUNTEER STAFFED FACILITIES AND ADMINISTERED MORE THAN 1,000 TETANUS SHOTS. OXFORD EMPLOYEES ADDITIONALLY COLLECTED FOOD AND CLOTHING TO BE DISTRIBUTED IN THE AFFECTED AREAS. HOME PARENTERAL SERVICES RECEIVED A SECOND GRANT AWARD FROM THE MISSOURI FOUNDATION FOR HEALTH ORGANIZATION. THIS GRANT ALLOWS HPS TO SERVE PATIENTS THAT FALL THROUGH THE CRACKS DUE TO HAVING NO REIMBURSEMENT OF ANY KIND, SERVING PATIENTS THROUGHOUT SOUTHERN MISSOURI. COXHEALTH HOME CARE SERVICES OF THE MIDWEST SUPPORTS THE COMMUNITY BY PROVIDING IN-HOME PRIVATE DUTY SERVICES, HOME HEALTHCARE AND THERAPY SUPPORT SERVICES, ASSISTANCE TO COXHEALTH SYSTEM IN DEVELOPING AN INTEGRATED HEALTH SYSTEM, AND SERVICE TO MEDICAID PATIENTS. COX-MONETT HOSPITAL SUPPORTS THE MONETT, MISSOURI AND THE SURROUNDING COMMUNITY BY PROVIDING A VARIETY OF SERVICES WHICH INCLUDE UROLOGY, ENT (EAR, NOSE & THROAT), PULMONOLOGY, ORTHOPEDICS, CARDIOLOGY, PODIATRY, OBSTETRICS, RADIOLOGY (CT, MRI, NUCLEAR MEDICINE & MAMMOGRAPHY), LABORATORY, 24-HOUR EMERGENCY CENTER, GENERAL SURGICAL SERVICES, SAME-DAY SURGERY, DIABETES CENTER, SLEEP CENTER, CARDIOPULMONARY REHAB, MEDICAL-SURGICAL UNIT, PHARMACY AND COMMUNITY WELLNESS. COXHEALTH FOUNDATION SUPPORTS THE COMMUNITY BY RAISING FUNDS TO DISPERSE TO PATIENTS FOR THOSE NEEDS FOR WHICH THEY HAVE NO RESOURCES OR FUNDING, BUT WHICH ARE CRITICAL TO THE PATIENT'S HEALTH AND WELL BEING. COXHEALTH AUXILIARY SUPPORTS THE COMMUNITY THROUGH FINANCIAL AND NON-FINANCIAL MEANS. THE ORGANIZATION PROVIDES SCHOLARSHIPS TO NURSING AND MEDICAL TECHNOLOGY STUDENTS AT COX COLLEGE. IN ADDITION, THE AUXILIARY PROVIDES SLEEP SACKS TO ALL NEWBORNS BORN AT COXHEALTH AND CAR SEATS TO THOSE IN NEED TO ENSURE THE SAFETY OF ANY NEWBORN LEAVING COXHEALTH. false SPRINGFIELD REGIONAL ARTS 304 W MCDANIEL SPRINGFIELD MO 65806 431225541 501(C)(3) 15000 COMMUNITY BENEFIT AMERICAN DIABETES ASSOCIATION 1944 E SUNSHINE SPRINGFIELD MO 65808 131623888 501(C)(3) 21000 COMMUNITY BENEFIT SPRINGFIELD SYMPHONY 411 N SHERMAN SPRINGFIELD MO 65802 430797224 501(C)(3) 20000 COMMUNITY BENEFIT AMERICAN HEART ASSOCIATION 2446 E MADRID SPRINGFIELD MO 65804 135613797 501(C)(3) 16500 COMMUNITY BENEFIT AMERICAN CANCER SOCIETY 3322 S CAMPBELL SPRINGFIELD MO 65807 440552054 501(C)(3) 25000 COMMUNITY BENEFIT SPECIAL OLYMPICS 901 E ST LOUIS SPRINGFIELD MO 65806 237328374 501(C)(3) 10000 COMMUNITY BENEFIT SPRINGFIELD BUSINESS & DEVELOPMENT PO BOX 1687 SPRINGFIELD MO 65801 431309497 501(C)(3) 15000 COMMUNITY BENEFIT ALZHEIMER'S ASSOCIATION 1800 S GLENSTONE SPRINGFIELD MO 65804 431485251 501(C)(3) 6000 COMMUNITY BENEFIT BREAST CANCER FOUNDATION OF THE OZARKS 330 N JEFFERSON SPRINGFIELD MO 65806 431881450 501(C)(3) 10000 COMMUNITY BENEFIT THE KITCHEN 1630 N JEFFERSON SPRINGFIELD MO 65803 431384531 501(C)(3) 7500 COMMUNITY BENEFIT MHA CENTER FOR EDUCATION PO BOX 60 JEFFERSON CITY MO 65102 430898947 501(C)(3) 105263 COMMUNITY BENEFIT GYN CANCERS ALLIANCE 3023 S FORT AVE B SPRINGFIELD MO 65807 431943170 501(C)(3) 7500 COMMUNITY BENEFIT JUVENILE DIABETES RESEARCH 528 W BATTLEFIELD STE 101 SPRINGFIELD MO 65804 291907729 501(C)(3) 6000 COMMUNITY BENEFIT OTC FOUNDATION 1001 E CHESTNUT EXPWY SPRINGFIELD MO 65802 431753974 501(C)(3) 75000 SCHOLARSHIPS MSMA PHYSICIAN HEALTH FOUNDATION PO BOX 1028 JEFFERSON CITY MO 65102 431572458 501(C)(3) 8000 COMMUNITY BENEFIT COXHEALTH FOUNDATION 3525 S NATIONAL SUITE 204 SPRINGFIELD MO 65807 436810485 501(C)(3) 150000 COMMUNITY BENEFIT DRURY UNIVERSITY 900 N BENTON AVE SPRINGFIELD MO 65802 440552049 501(C)(3) 75076 COMMUNITY BENEFIT 17 0 CHILDREN'S MIRACLE NETWORK - SPECIAL NEEDS FUND 1200 258944 CHILDREN'S MIRACLE NETWORK - FAMILY CARE GRANTS 250 194207 CHILDREN'S MIRACLE NETWORK - COMMUNITY GRANTS 60000 278657 CHILDREN'S MIRACLE NETWORK - COXHEALTH GRANTS 35000 207879 CHILDREN'S MIRACLE NETWORK - OTHER GRANTS 6000 183372 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE U.S. SCHEDULE I, PART I, LINE 2 THROUGH THE CHILDREN'S MIRACLE NETWORK, COXHEALTH DISTRIBUTES FUNDS TO INDIVIDUALS THROUGHOUT THE COMMUNITY. SEE BELOW FOR A SUMMARY OF PROGRAMS THROUGH WHICH FUNDS ARE DISTRIBUTED. DURING FY 2011, APPROXIMATELY 102,450 CHILDREN WERE SERVED: SPECIAL NEEDS FUND - $258,944 - DIRECT FINANCIAL ASSISTANCE TO FAMILIES, WHICH INCLUDES: TRAVEL ASSISTANCE, ORTHOPEDIC BRACES, PRESCRIPTIONS, EYE GLASSES, ETC. FAMILY CARE GRANTS - $194,207 - DIRECT FINANCIAL ASSISTANCE TO FAMILIES, WHICH INCLUDES: SPEECH, OCCUPATIONAL AND PHYSICAL THERAPY BILLS, COXHEALTH HOSPITAL BILLS, ETC. COMMUNITY GUARANTEED GRANTS - $278,657 TOTAL *CAREMOBILE PROGRAM - $248,275 *CARDIAC PROGRAM (A PORTION TO COX-MONETT HOSPITAL, INC.) - $14,673 *"NEVER SHAKE A BABY" PROGRAM - $11,221 *"WASTED" PROGRAM - $4,488 COXHEALTH GUARANTEED GRANTS - $207,879 TOTAL *CHILD LIFE PROGRAM - $90,630 *PEDIATRICS - $17,263 *NEONATAL INTENSIVE CARE UNIT - $69,051 *PEDIATRIC URGENT CARE - $4,316 *BABY BUGGY - $12,947 *WAL-MART KITCHEN - $1,554 *BOOKS FOR BABIES - $12,118 DISCRETIONARY AND OPEN FUNDS - $183,372 - THESE ARE FUNDS THAT DO NOT FALL INTO ONE OF THE ABOVE CATEGORIES AND CAN INCLUDE OPTIONAL GRANT FUNDING AND OTHERS. THROUGH AMENDMENT 3 OF THE ORGANIZATION'S AGREEMENT WITH MHA MANAGEMENT SERVICES CORPORATION AND INCREASED DISPROPORTIONATE SHARE HOSPITAL PAYMENTS TO ALL MISSOURI HOSPITALS UNDER THE FEDERAL REIMBURSEMENT ALLOWANCE PROGRAM, THE HOSPITAL MADE CHARITABLE CONTRIBUTIONS TO THE MHA CENTER FOR EDUCATION. THESE CONTRIBUTIONS ARE USED FOR FUNDING SCHOLARSHIPS TO MEDICAL, NURSING AND ALLIED HEALTH PROFESSIONALS, AND WORKFORCE INITIATIVES TO ADDRESS THE SHORTAGES OF NURSING AND ALLIED HEALTH PROFESSIONALS. TOTAL CONTRIBUTION RELATING TO THIS AGREEMENT IN FISCAL YEAR 2011 EQUALLED $105,263. THE OTHER GRANTS STATED IN PART II ARE MONITORED THROUGH THE USE OF REIMBURSEMENT PROCEDURES IN WHICH THE GRANTEE SUBMITS SUPPORTING DOCUMENTATION FOR EXPENSES. THE DOCUMENTATION IS THEN REVIEWED BY THE ORGANIZATION TO ENSURE IT MEETS THE CRITERIA ACCORDING TO THE GRANT AGREEMENT AND FINALLY A DISBURSEMENT IS MADE BY THE ORGANIZATION. X true true X X X X X true true false false false true false false false PATRICIA M DIX MD 260217 0 0 0 14980 0 12250 0 11637 0 299084 0 RICHARD W KISSELL MD 170039 0 0 0 1980 0 9026 0 11805 0 192850 0 LARRY W HALVERSON MD 170295 0 0 0 1980 0 8017 0 11836 0 192128 0 ROBERT H BEZANSON 615229 0 0 0 183005 0 165983 0 11746 0 975963 0 157147 STEVE EDWARDS 430955 0 0 0 7473 0 89940 0 13136 0 541504 0 JACOB MCWAY 336651 0 0 0 64018 0 83890 0 13111 0 497670 0 41228 LAURIE DUFF 152787 0 0 0 690 0 7851 0 9503 0 170831 0 JOHN DUFF 309993 0 0 0 28840 0 112184 0 9748 0 460765 0 ROBERT FERGUSON 245009 0 0 0 690 0 12250 0 11056 0 269005 0 CHARITY ELMER 260153 0 0 0 3870 0 12250 0 13095 0 289368 0 DAVID TAYLOR 216571 0 0 0 4298 0 11683 0 13010 0 245562 0 RON PRENGER 208938 0 0 0 690 0 10841 0 13225 0 233694 0 JOHN HURSH 214068 0 0 0 1980 0 11277 0 11597 0 238922 0 MARY KNAPP 34690 0 0 0 135408 0 0 0 10049 0 180147 0 RITA GURIAN 173903 0 0 0 1290 0 8925 0 6546 0 190664 0 RODNEY SCHAFFER 180283 0 0 0 1290 0 9190 0 6375 0 197138 0 PATRICK WALSH 154477 0 0 0 15980 0 8999 0 11858 0 191314 0 KAREN KRAMER 196227 0 0 0 16542 0 10843 0 11442 0 235054 0 BRETT KIRKMAN 237583 0 0 0 0 0 11907 0 11131 0 260621 0 DANIEL SONTHEIMER MD 335482 0 0 0 289 0 12250 0 12958 0 360979 0 JOSEPH ECCHER MD 509796 0 0 0 1290 0 12250 0 11631 0 534967 0 KATHRYN DERROUGH MD 482679 0 0 0 16950 0 12250 0 6383 0 518262 0 COLLEEN ROSE MD 475544 0 0 0 17934 0 12250 0 6825 0 512553 0 SARAH KUHLMAN MD 485615 0 0 0 1980 0 12250 0 13391 0 513236 0 ROBERT HUFFT MD 460099 0 0 0 3392 0 12250 0 11837 0 487578 0 INFORMATION REGARDING BENEFITS PROVIDED SCHEDULE J, PART I, LINE 1A MONTHLY SOCIAL CLUB DUES ARE INCLUDED IN THE TAXABLE COMPENSATION OF ROBERT BEZANSON, CEO. SEVERANCE PAYMENT SCHEDULE J, PART I, LINE 4A MARY KNAPP RECEIVED A SEVERANCE PAYMENT OF $134,070. SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN SCHEDULE J, PART I, LINE 4B ROBERT BEZANSON, STEVE EDWARDS, JACOB MCWAY AND JOHN DUFF PARTICIPATE IN A 457(F) NONQUALIFIED RETIREMENT PLAN. - ROBERT BEZANSON RECEIVED AN EXECUTIVE 457(F) CONTRIBUTION OF $153,733 - ROBERT BEZANSON RECEIVED A 457(F) DISTRIBUTION OF $157,147, WHICH WAS REPORTED AS DEFERRED COMPENSATION ON A PRIOR FORM 990. - STEVE EDWARDS RECEIVED AN EXECUTIVE 457(F) CONTRIBUTION OF $ 77,690 - JACOB MCWAY RECEIVED AN EXECUTIVE 457(F) CONTRIBUTION OF $71,640 - JACOB MCWAY RECEIVED A 457(F) DISTRIBUTION OF $ 41,228, WHICH WAS REPORTED AS DEFERRED COMPENSATION ON A PRIOR FORM 990. - JOHN DUFF RECEIVED AN EXECUTIVE 457(F) CONTRIBUTION OF $99,934 COMPENSATION CONTINGENT ON THE NET EARNINGS OF THE ORGANIZATION SCHEDULE J, PART I, LINE 6A EMPLOYED PHYSICIANS ARE PAID BASED ON A SALARY OR A FORMULA USING COLLECTIONS AND EXPENSES. PHYSICIANS LISTED ON PART VII THAT ARE SUBJECT TO THESE COMPENSATION ARRANGEMENTS ARE JOSEPH ECCHER, SARAH KUHLMAN, COLLEEN ROSE, ROBERT HUFFT, AND KATHRYN DERROUGH. EXECUTIVE LEVEL STAFF ARE ELIGIBLE FOR ADDITIONAL COMPENSATION BASED ON A VARIETY OF PERFORMANCE INDICATORS IN QUALITY, CUSTOMER AND EMPLOYEE SATISFACTION AND BUSINESS PERFORMANCE MEASURES. BOARD MEMBER COMPENSATION SCHEDULE J, PART II; AND FORM 990, PART VII NO COMPENSATION WAS PROVIDED FOR RESPONSIBILITIES ASSOCIATED WITH BEING A BOARD DIRECTOR. COMPENSATION REPORTED FOR SEVERAL BOARD MEMBERS LISTED ON SCHEDULE J REPRESENTS EMPLOYEE OR INDEPENDENT CONTRACTOR COMPENSATION UNRELATED TO SERVICE AS A BOARD MEMBER. COMPENSATION REPORTED IN PRIOR FORM 990 SCHEDULE J, PART II, COLUMN F COMPENSATION IS REPORTED ON THE FORM 990 IN THE YEAR THAT THE COMPENSATION IS EARNED BY OR AWARDED TO AN INDIVIDUAL, EVEN IF THE COMPENSATION IS NOT PAID TO THE INDIVIDUAL, IS NOT FULLY VESTED, OR IS SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE. IF COMPENSATION IS EARNED OR AWARDED IN ONE YEAR BUT PAID IN A LATER YEAR, THEN THE COMPENSATION IS REPORTED A SECOND TIME ON THE FORM 990 IN THE YEAR THE COMPENSATION IS VESTED OR PAID TO THE INDIVIDUAL. HEALTH & EDUCATIONAL FACILITIES AUTH - STATE OF MO 431178966 60635R4Z7 2008-09-25 157078759 1997 & 2002 BOND RFDING; NEW INFRA false false false HEALTH & EDUCATIONAL FACILITIES AUTH - STATE OF MO 431178966 60635R5B9 2008-10-15 105000000 NEW INFRASTRUCTURE false false false HEALTH & EDUCATIONAL FACILITIES AUTH - STATE OF MO 431178966 2007-02-27 5000000 CAPITAL EQUIPMENT FINANCING false false false 157078759 15025094 1200937 1448411 66937048 72482407 2011 true false false true 104721750 1270247 494731 2924921 100026264 5586 2011 false false false true 5000000 50000 4950000 2007 false false true true false true true false true 0.01100 0.01100 true false false true false true 0.00080 0.00080 true false false true false true 0.00000 0.00000 true false false false false false false false true false false false false false false false false false false TOTAL PROCEEDS OF ISSUE SCHEDULE K, PART II, LINE 3 THE $278,250 DIFFERENCE BETWEEN ISSUE PRICE IN PART I, LINE B, COLUMN E AND TOTAL PROCEEDS OF ISSUE, PART II, LINE 3, COLUMN B CAN BE ATTRIBUTED TO INVESTMENT INCOME DURING THE PROJECT PERIOD. VICKI HOCKENSMITH S EDWARDS - SEE PART V 81760 WAGES false TERRY HAMMER S EDWARDS - SEE PART V 91172 WAGES false BETTE B EDWARDS S EDWARDS - SEE PART V 23953 RETIREMENT BENEFITS false JASON PRENGER R PRENGER - SEE PART V 17194 WAGES false NICOLE HALVERSON L HALVERSON - SEE PART V 24370 WAGES false LINDA ESPY K KRAMER - SEE PART V 36513 WAGES false FAITH SCHAFFER R SCHAFFER - SEE PART V 117998 WAGES false HADEN COWHERD BULLOCK G HADEN - SEE PART V 464898 LEGAL SERVICES false GREAT SOUTHERN BANK AND TRAVEL J TURNER - SEE PART V 130565 FINANCIAL AND TRAVEL SERVICES false COX HEALTH SYSTEMS HMO INC SEE PART V 2383646 INSURANCE PREMIUMS false BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS SCHEDULE L, PART IV STEVE EDWARDS, EXECUTIVE VP & CHIEF OPERATIONS OFFICER, HAS THREE FAMILY MEMBERS WHO WORK FOR OR RECEIVE RETIREMENT BENEFITS FROM COXHEALTH. VICKI HOCKENSMITH IS HIS SISTER, TERRY HAMMER IS HIS BROTHER-IN-LAW, AND BETTE B. EDWARDS IS HIS MOTHER. RON PRENGER'S SON, JASON PRENGER, IS AN EMPLOYEE AT COXHEALTH, AND RON IS THE VICE PRESIDENT OF CLINICAL SERVICES. LARRY W. HALVERSON'S DAUGHTER, NICOLE HALVERSON, IS AN EMPLOYEE AT COXHEALTH, AND LARRY IS A MEMBER OF THE BOARD OF DIRECTORS. KAREN KRAMER'S SISTER, LINDA ESPY, IS AN EMPLOYEE AT COXHEALTH, AND KAREN IS VICE PRESIDENT AND CHIEF NURSING OFFICER. RODNEY SCHAFFER'S SPOUSE, FAITH SCHAFFER, IS AN EMPLOYEE AT COXHEALTH, AND RODNEY IS THE VICE PRESIDENT OF FACILITIES MANAGEMENT. GRANT Q. HADEN, THIRD VICE CHAIRMAN OF THE BOARD OF DIRECTORS, IS AN OWNER OF HADEN, COWHERD & BULLOCK, LLC. JOSEPH W. TURNER, MEMBER OF THE BOARD OF DIRECTORS, IS THE PRESIDENT AND CEO OF GREAT SOUTHERN BANK AND GREAT SOUTHERN TRAVEL. JERRY G. JARED, JOSEPH W. TURNER AND DONA K. ELKINS, MEMBERS OF THE BOARD OF DIRECTORS, ARE ALSO BOARD MEMBERS OF COX HEALTH SYSTEMS HMO, INC. NUMBER OF VOLUNTEERS FORM 990, PART I, QUESTION 6 THE ORGANIZATION'S BOARD OF DIRECTORS IS A VOLUNTEER BOARD. EXEMPT PURPOSE ACHIEVEMENTS - ADDITIONAL INFORMATION ABOUT HOME CARE FORM 990, PART III, LINE 4C HOME SUPPORT HAS PROVIDED DURABLE MEDICAL EQUIPMENT AND SERVICES TO PATIENTS IN SOUTHWEST MISSOURI FOR OVER 30 YEARS AND AS THE COMPANY HAS GROWN IT HAS STEADILY BECOME MORE INVOLVED IN AN EFFORT TO BETTER MEET THE NEEDS OF THE COMMUNITY AS A WHOLE. THE STAFF SUPPORT THEIR PATIENTS AND FAMILIES IN MANY WAYS BY CONTACTING HOME HEALTH CARE AGENCIES, DIVISION OF AGING AND OTHER LOCAL CHARITIES. THEY REGULARLY DONATE MEDICAL EQUIPMENT TO CONVOY OF HOPE AND OTHER AGENCIES THAT SUPPORT DISASTER AND RELIEF EFFORTS BOTH LOCALLY AND ABROAD. COMMUNITY BENEFIT ACTIVITIES INCLUDE DONATED EMPLOYEE TIME AND PARTS TO INSTALL AN OVERHEAD LIFT FOR AN ORGANIZATION CALLED "HORSES OF HOPE" THAT AIDS IN HELPING DISABLED PATIENTS RIDE HORSES. EXEMPT PURPOSE ACHIEVEMENTS - COMMUNITY BENEFIT REPORT FORM 990, PART III, LINES 4A-4D COXHEALTH IS PROUD TO OFFER THE LATEST IN MEDICAL TECHNOLOGY AND SERVICES TO IMPROVE OUR COMMUNITY'S HEALTH STATUS. DESPITE THIS INNOVATION, HOWEVER, THERE ARE STILL COMMUNITY NEEDS THAT ARE NOT MET THROUGH OUR REGULAR COURSE OF CARE. THAT IS WHY AS A COMMUNITY-OWNED, NOT-FOR-PROFIT HOSPITAL, WE PROVIDE THE KIND OF CARE AND PROGRAMS THAT ARE NEEDED TO SERVE MANY OF THE MOST VULNERABLE IN OUR COMMUNITIES - THE UNDERINSURED AND UNINSURED. OUR COMMUNITY BENEFIT PROGRAMS ARE AN INVESTMENT IN OUR FRIENDS AND NEIGHBORS. ONE OF THE VERY IMPORTANT WAYS IN WHICH WE DO THIS IS THROUGH PROGRAMS LIKE THE KOHL'S C.A.R.D.I.A.C. FUN PROGRAM. A NEW PARTNERSHIP BETWEEN COXHEALTH CHILDREN'S MIRACLE NETWORK HOSPITALS AND KOHL'S CARES IDENTIFIES CHILDREN AT RISK FOR OBESITY AND HEART DISEASE, AND TEACH THEM AND THEIR FAMILIES HOW TO LIVE A HEALTHIER LIFESTYLE. BY WORKING WITH OUR COMMUNITY PARTNERS, WE CAN HELP ENSURE A HEALTHIER COMMUNITY. THE FOLLOWING COMMUNITY BENEFIT INFORMATION IS PRESENTED ON A SYSTEM-WIDE BASIS; HOWEVER, A LARGE PORTION IS ATTRIBUTABLE TO THE MEDICAL CENTERS. ADDITIONALLY, THE SUBSIDIES NOTED BELOW ARE CALCULATED USING INTERNAL COST ACCOUNTING METHODS RATHER THAN THE IRS WORKSHEETS FOR SCHEDULE H. SEE SCHEDULE H FOR THE COMPUTATION OF THESE SUBSIDIES USING THE SCHEDULE H WORKSHEETS. COMMUNITY BENEFIT MEDICARE, MEDICAID AND UNINSURED SUBSIDIES $126,514,429 THIS FIGURE INCLUDES THE ESTIMATED UNPAID COSTS OF PROVIDING CARE TO MEDICARE AND MEDICAID PATIENTS AND REPRESENTS THE SHORTFALL BETWEEN THE COST OF PROVIDING CARE AND THE PAYMENTS RECEIVED BY THE GOVERNMENT AND COVERED INDIVIDUALS. ALSO, INCLUDES THE ESTIMATED UNPAID COST OF PROVIDING FREE OR DISCOUNTED CARE TO PERSONS WHO CANNOT AFFORD TO PAY FOR ANY OR ALL OF THE SERVICES THEY RECEIVE AND WHO ARE NOT ELIGIBLE FOR PUBLIC PROGRAMS. COMMUNITY OUTREACH SERVICES $893,503 INCLUDES ACTIVITIES CARRIED OUT TO IMPROVE COMMUNITY HEALTH AND SERVICES THAT ARE SUBSIDIZED BECAUSE THEY ARE NEEDED IN THE COMMUNITY. EXAMPLES INCLUDE COMMUNITY EDUCATION, HEALTH SCREENINGS, SUPPORT GROUPS, IMMUNIZATIONS AND SUBSIDY OF HEALTH CARE SERVICES. HEALTH PROFESSIONALS EDUCATION AND RESEARCH $320,965 THIS FIGURE INCLUDES THE COST OF PROVIDING CLINICAL PLACEMENTS FOR PHYSICIANS AND OTHER HEALTH PROFESSIONALS PLUS THE UN-REIMBURSED COST OF COX FAMILY MEDICINE RESIDENCY AND SCHOOLS OF ALLIED HEALTH PROFESSIONS. IT ALSO INCLUDES THE UN-REIMBURSED EXPENSE OF STUDIES ON THERAPEUTIC PROTOCOLS AND RESEARCH. FOUNDATION GRANTS, FINANCIAL CONTRIBUTIONS AND IN-KIND DONATIONS $3,038,111 THIS FIGURE INCLUDES CASH AND IN-KIND DONATIONS TO SUPPORT COMMUNITY ORGANIZATIONS, PATIENT ADVOCACY AND EDUCATION. IT ALSO INCLUDES CONTRIBUTIONS FOR NOT-FOR-PROFIT COMMUNITY ORGANIZATIONS AND EVENT SPONSORSHIPS. TOTAL COMMUNITY BENEFIT: $130,767,008 ECONOMIC IMPACT: REAL ESTATE AND PROPERTY TAXES $1,139,763 TOTAL REAL ESTATE AND PROPERTY TAXES PAID BY COX FOR MEDICAL OFFICE BUILDINGS AND PHYSICIAN OFFICES AND CLINICS IN SPRINGFIELD-GREENE AND SURROUNDING COUNTIES. CAPITAL INVESTMENTS $20,929,974 AS A NON-PROFIT ORGANIZATION, COXHEALTH REINVESTS ITS REVENUE IN THE SERVICES IT PROVIDES TO THE COMMUNITY, INCLUDING THE COST OF MEDICAL TECHNOLOGY, EQUIPMENT AND SERVICES. THIS AMOUNT INCLUDES THE TOTAL INVESTMENT MADE THROUGH PURCHASING AND LEASING OF MEDICAL EQUIPMENT AND TECHNOLOGY, AS WELL AS RENTAL FACILITIES INCLUDING MEDICAL OFFICES. PAYROLL & BENEFITS $468,001,490 COXHEALTH IS ONE OF THE LARGEST EMPLOYERS IN SOUTHWEST MISSOURI. IN 2011 THAT TOTALED 8,909 EMPLOYEES. THIS FIGURE INCLUDES THE COST OF PAYROLL AND BENEFITS OF OUR DEDICATED TEAM. IT ALSO INCLUDES A SIGNIFICANT INVESTMENT ON CONTRACT PERSONNEL IN VARIOUS MEDICAL SPECIALTIES AS WELL AS MONIES TO OTHER PROFESSIONALS WHO RESIDE LOCALLY. TOTAL ECONOMIC IMPACT: $490,071,227 TOTAL CONTRIBUTIONS TO THE COMMUNITY: $620,838,235 FAMILY/BUSINESS RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 2 KEY EMPLOYEE JOHN DUFF AND OFFICER LAURIE DUFF HAVE A FAMILY RELATIONSHIP. BOARD MEMBER DOCTOR PIERRE CLOTHIAUX AND BOARD MEMBER DOCTOR JOHN WOLFE HAVE A BUSINESS RELATIONSHIP. 990 REVIEW POLICY FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON THE AUDITED FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY THE ACCOUNTING DEPARTMENT OF THE ORGANIZATION. PRIOR TO FILING, FORM 990 IS FIRST REVIEWED BY MEMBERS OF TOP MANAGEMENT. ONCE THEY HAVE APPROVED THE DRAFT, A FINAL COPY IS PRESENTED TO THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. IN ADDITION, A FINAL COPY IS PROVIDED TO THE BOARD OF DIRECTORS THROUGH THE ONLINE BOARD PORTAL PRIOR TO FILING. CONFLICT OF INTEREST POLICY FORM 990, PART VI, SECTION B, LINE 12C COXHEALTH OFFICERS, DIRECTORS AND KEY EMPLOYEES, AS WELL AS OFFICERS, DIRECTORS AND KEY EMPLOYEES OF THE COXHEALTH AFFILIATES, ARE ANNUALLY REQUIRED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST FOLLOWING THE CORPORATE COMPLIANCE POLICY, SET FORTH BELOW. IN ADDITION, THE COXHEALTH BYLAWS CONTAIN A CONFLICT OF INTEREST PROVISION TO ENSURE BOARD MEMBERS MAKE DECISIONS THAT ARE CONFLICT FREE, OR IF A CONFLICT IS PRESENT, THAT IT IS FULLY DISCLOSED FOR THE BOARD'S CONSIDERATION. COXHEALTH'S EMPLOYEES AND BOARD MEMBERS MUST AVOID ALL ACTIVITIES, ASSOCIATIONS OR INTERESTS THAT CREATE A CONFLICT OF INTEREST. CONFLICTS OF INTEREST FOR EMPLOYEES MUST BE REPORTED TO THE CORPORATE INTEGRITY DEPARTMENT. A FILE WILL BE MAINTAINED OF ALL REPORTED CONFLICTS OF INTEREST. FOR MEDICAL STAFF MEMBERS, THE CONFLICT OF INTEREST PROCESS MAY BE ACCESSED THROUGH THE MEDICAL STAFF OFFICE. FOR BOARD MEMBERS, THE CONFLICT OF INTEREST PROCESS IS HANDLED THROUGH THE EXECUTIVE OFFICE AND IS DEFINED IN THE BOARD BYLAWS. IF ANY OFFICER OR DIRECTOR IS FOUND TO HAVE A CONFLICT OF INTEREST, SUCH PERSON SHALL NEITHER VOTE NOR USE HIS OR HER INFLUENCE TO AFFECT ANY DECISION RELATING TO THE CONFLICT, AND SUCH PERSON SHOULD NOT BE INCLUDED IN DETERMINING WHETHER A QUORUM PARTICIPATED IN THE DECISION. SUCH PERSON IS PERMITTED TO BRIEFLY STATE HIS OR HER POSITION ON THE MATTER, AND ANSWER PERTINENT QUESTIONS ABOUT IT, IF HIS OR HER KNOWLEDGE OR EXPERTISE COULD ASSIST THOSE PARTICIPATING IN THE DECISION. FOR VENDORS, THE POLICY IS DISTRIBUTED AT THEIR FIRST CONTRACT WITH COXHEALTH. COMPENSATION REVIEW POLICY FORM 990, PART VI, SECTION B, LINES 15A & 15B COXHEALTH EMPLOYS A DEFINED GOVERNANCE STRUCTURE AROUND EXECUTIVE COMPENSATION. THE BOARD OF DIRECTORS MAINTAINS A COMPENSATION COMMITTEE THAT IS CHARGED WITH CARRYING OUT THE FUNCTIONS OF EVALUATING AND SETTING EXECUTIVE COMPENSATION THROUGH FORMAL DOCUMENTED MEETINGS THAT OCCUR SEVERAL TIMES DURING THE YEAR. THE COMPENSATION COMMITTEE UTILIZES A WELL RESPECTED INDEPENDENT EXTERNAL ADVISOR TO PROVIDE THIRD PARTY ASSESSMENT AND RECOMMENDATIONS REGARDING COMPENSATION LEVELS AND BENEFIT PROGRAMS FOR THE TOP FOUR EXECUTIVES OF THE ORGANIZATION (THE CEO, COO, CFO AND SVP OF HOSPITALS) TO ENSURE THE COMPENSATION PROGRAM IS COMPETITIVE AND WITHIN FAIR MARKET VALUE. AFTER A FULL REVIEW OF THE DATA AND THOROUGH DISCUSSION THE COMMITTEE MAKES A SELF DETERMINATION OF COMPENSATION LEVELS SET JANUARY 1 OF EACH YEAR. ANNUALLY THE STEPS NECESSARY TO DOCUMENT REBUTTABLE PRESUMPTION ARE TAKEN AND RECORDED. ADDITIONALLY, COMPENSATION LEVELS FOR THE VICE PRESIDENT TIER OF MANAGEMENT IS OVERSEEN BY THE CEO USING EXTERNAL COMPARABLE DATA FOR ASSESSMENT AND IS PROVIDED TO THE COMPENSATION COMMITTEE FOR REVIEW ON AN ANNUAL BASIS. DOCUMENT DISCLOSURE FORM 990, PART VI, SECTION C, LINE 19 COXHEALTH MAKES AVAILABLE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE FOR ALL LEGITIMATE BUSINESS PURPOSES AS DETERMINED BY MANAGEMENT. IN ADDITION, AS A CONTINUING DISCLOSURE REQUIREMENT OF CERTAIN DEBT COVENANTS THE ORGANIZATION PROVIDES ITS AUDITED FINANCIAL STATEMENTS AND SPECIFIC QUARTERLY FINANCIAL INFORMATION TO DEFINED REPOSITORIES FOR REVIEW BY PARTIES OR INDIVIDUALS INTERESTED IN THE INFORMATION. BOARD MEMBER HOURS FORM 990, PART VII DRS. DIX, KISSELL AND HALVERSON ARE EMPLOYEES OF COX AS WELL AS MEMBERS OF THE BOARD OF DIRECTORS. THEY AVERAGE ONE (1) HOUR PER WEEK FOR THEIR SERVICES AS MEMBERS OF THE BOARD OF DIRECTORS. THEIR COMPENSATION IS RELATED TO THEIR ROLES AS EMPLOYEES. NO BOARD MEMBERS RECEIVE COMPENSATION FOR THE DUTIES AS BOARD MEMBERS. HOURS FOR RELATED ORGANIZATIONS FORM 990, PART VII, SECTION A, COLUMN B THE FOLLOWING DIRECTORS SERVE ON THE BOARD OF COXHEALTH FOUNDATION, A RELATED ORGANIZATION, AND AVERAGE ONE HOUR OF SERVICE PER WEEK: JOSEPH TURNER JOHN MARTIN GIL TROUT LARRY LIPSCOMB THE FOLLOWING OFFICERS AND DIRECTORS SERVE ON THE BOARD OF COXHEALTH AUXILIARY, A RELATED ORGANIZATION, AND AVERAGE ONE HOUR OF SERVICE PER WEEK: LAURIE DUFF JANICE HARRIS ROBERT BEZANSON THE FOLLOWING OFFICERS AND DIRECTORS SERVE ON THE BOARDS OF COX ALTERNATIVE CARE OF THE OZARKS, INC., COXHEALTH HOME CARE SERVICES OF THE MIDWEST, INC., HEALTHCARE SERVICES OF THE OZARKS, INC., COX HPS OF THE OZARKS, INC., COX-MONETT HOSPITAL, INC., EACH A RELATED ORGANIZATION. EACH INDIVIDUAL AVERAGES ONE HOUR OF SERVICE PER WEEK FOR EACH ORGANIZATION: LOREN BROADDUS JACOB MCWAY DONA ELKINS LARRY LIPSCOMB GRANT HADEN STEVE EDWARDS DENNIS HEIM JOSEPH TURNER JAMES HUTCHESON JANICE HARRIS JERRY JARED RONALD PONDS RICHARD KISSELL CHARLES CHALENDER JOHN SQUIRES DAVID ZOLFAGHARI ROBERT BEZANSON LAURIE DUFF (OFFICER ONLY) THE FOLLOWING OFFICERS AND DIRECTORS SERVE ON THE BOARD OF PRIMROSE PLACE, INC., A RELATED ORGANIZATION, AND AVERAGE ONE HOUR OF SERVICE PER WEEK: ROBERT BEZANSON STEVE EDWARDS JACOB MCWAY JERRY JARED LAURIE DUFF (OFFICER ONLY) OTHER CHANGES TO NET ASSETS FORM 990, PART XI, LINE 5 $ (8,129,203) UNREALIZED GAINS & LOSSES (162,115) RETURN OF CAPITAL (35,851,761) DEFINED BENEFIT LOSS 1,000,000 TRANSFER FROM AFFILIATES (63,577) CHANGE IN BENEFICIAL INTEREST IN TRUST (6,951,295) PRIOR PERIOD ADJUSTMENT ------------- (50,157,951) COX HEALTHPLANS LLC PO BOX 5750 SPRINGFIELD MO 65801 431757075 MANAGEMENT MO 9909364 11098152 COX HMO FERRELL-DUNCAN CLINIC 1001 E PRIMROSE SPRINGFIELD MO 65807 542183221 PHYSICIANS MO 0 0 NA REGIONAL SERVICES 3800 S NATIONAL SUITE 540 SPRINGFIELD MO 65807 542183222 HEALTHCARE MO 0 0 NA OXFORD HEALTHCARE HOME HEALTH AGENCY 3550 S NATIONAL SPRINGFIELD MO 65807 770700975 HOME HEALTH MO 0 0 NA COX HEALTH HOME SUPPORT SYSTEMS 2224 W SUNSET SPRINGFIELD MO 65807 542183216 HOME HEALTH MO 0 0 NA OB GYN FERRELL-DUNCAN CLINIC 1000 E PRIMROSE SPRINGFIELD MO 65807 431878984 PHYSICIANS MO 0 0 NA COX HEALTH ALLIANCE LLC 3850 S NATIONAL AVE SPRINGFIELD MO 65807 271117213 MANAGEMENT MO 0 0 NA SPRINGFIELD NEUROLOGICAL AND SPINE INSTI 2900 S NATIONAL AVE SPRINGFIELD MO 65807 274296628 PHYSICIANS MO 0 0 NA COX ALTERNATIVE CARE OF THE OZARKS INC PO BOX 10939 SPRINGFIELD MO 65808 431641925 HOME HEALTH MO 501(C)(3) 9 NA COXHEALTH FOUNDATION 3525 S NATIONAL SUITE 204 SPRINGFIELD MO 65807 436810485 FUNDRAISING MO 501(C)(3) 11A I NA COXHEALTH HME CRE SVCS OF THE MDWST INC 3850 S NATIONAL SPRINGFIELD MO 65807 264781194 HOME HEALTH MO 501(C)(3) 9 NA COX HPS OF THE OZARKS INC 2220 W SUNSET SPRINGFIELD MO 65807 431641927 HOME HEALTH MO 501(C)(3) 9 NA COX-MONETT HOSPITAL INC 801 LINCOLN AVE MONETT MO 65708 431656689 HOSPITAL MO 501(C)(3) 3 NA COX-MONETT HOSPITAL AUXILIARY 801 LINCOLN AVE MONETT MO 65708 431852817 FUNDRAISING MO 501(C)(3) 9 NA HEALTH ENRICHMENT SERVICES INC 3801 S NATIONAL SPRINGFIELD MO 65807 363263313 MED SVC MO 501(C)(3) 7 NA HEALTHCARE SERVICES OF THE OZARKS INC PO BOX 10939 SPRINGFIELD MO 65808 431641928 HOME HEALTH MO 501(C)(3) 9 NA PRIMROSE PLACE INC 1115 E PRIMROSE SPRINGFIELD MO 65807 431183783 NURSING HOME MO 501(C)(3) 11A I NA COXHEALTH AUXILIARY 3801 S NATIONAL SPRINGFIELD MO 65807 431090590 SUPPORT MO 501(C)(3) 9 NA COX MEDICAL CTR GENPROF LIAB LOSS FUND 1423 N JEFFERSON SPRINGFIELD MO 65802 366668576 SELF-INSURAN MO 501(C)(3) 11A I NA SKAGGS-COX HEALTH ALLIANCE LLC 27-1117343 SFD MO 65807 SPRINGFIELD MO 65807 271117343 HEALTHCARE MO COXHLTH ALLI RELATED 0 64196 false 0 false 0.60000 PCRMC-COX HEALTH ALLIANCE LLC 30-0649009 SFD MO 65807 SPRINGFIELD MO 65802 300649009 HEALTHCARE MO COXHLTH ALLI RELATED 0 0 false 0 false 0.60000 COX HEALTH SYSTEMS HMO INC PO BOX 5750 SPRINGFIELD MO 658015750 431757075 HMO MO NA C CORP 11782411 15923631 1.00000 COX HEALTH SYSTEMS INSURANCE COMPANY 3525 S NATIONAL SUITE 205 SPRINGFIELD MO 65807 431684044 INSURANCE MO COX HMO C CORP 80698662 24393732 1.00000 MEDICAL DEVELOPMENTS INC 1423 N JEFFERSON AVE SPRINGFIELD MO 65802 431622182 PHARMACY MO NA C CORP 2404713 2509566 1.00000 INSURANCE COMPANY OF SPRINGFIELD INC GRAND PAVILION CORPORATE CENTRE GRAND CAYMAN CJ CJ KY1-1102 CAPTIVE INSUR CJ NA C CORP 1223858 6215612 1.00000 true true true false false false false false true true false true false true true true true true MEDICAL DEVELOPMENTS INC A 65596 INSURANCE COMPANY OF SPRINGFIELD INC B 1200000 COXHEALTH FOUNDATION B 150000 COXHEALTH AUXILIARY C 71440 COXHEALTH FOUNDATION C 741978 MEDICAL DEVELOPMENTS INC J 110635 COX-MONETT HOSPITAL INC J 99429 COX-MONETT HOSPITAL INC O 738171 COX HPS OF THE OZARKS INC O 500201 COXHEALTH FOUNDATION O 669591 COX HEALTH SYSTEMS HMO INC O 1216146 COX HEALTH SYSTEMS HMO INC P 1167500 COX-MONETT HOSPITAL INC P 12221279 MEDICAL DEVELOPMENTS INC P 1496357 COX HPS OF THE OZARKS INC P 1018885 PRIMROSE PLACE INC P 57578 COXHEALTH FOUNDATION P 127675 COX-MONETT HOSPITAL INC Q 5280649 COXHEALTH FOUNDATION Q 416620 PRIMROSE PLACE INC R 1000000