2011-01-12T13:21:52-06:00 2010-05-31 ERNST & YOUNG US LLP 111 MONUMENT CIRCLE SUITE 2600 INDIANAPOLIS IN 46204 990 2009-06-01 611286361 OWENSBORO MEDICAL HEALTH SYSTEM INC OWEN 2706882000 811 E Parrish Avenue Owensboro KY 42303 JOHN HACKBARTH 2011-01-04 3176817000 2009 2016-02-24 21:20:13Z Dr Jeff Barber 811 East Parrish Avenue Owensboro KY 42303 754133630 false X www.omhs.org X 1995 KY Owensboro Medical Health System exists to heal the sick and improve the health of the community. 14 14 3527 316 5311686 231246 225261 335608101 370153200 2353489 9229618 4415758 8572457 342608594 388180536 1462710 1914978 0 0 140859812 147773821 0 0 0 183661989 184106371 325984511 333795170 16624083 54385366 504954397 923430789 289629905 646303966 215324492 277126823 Owensboro Medical Health System exists to heal the sick and improve the health of the community. false false 237689613 1914978 371057922 Owensboro Medical Health System provides a broad range of general acute care services, including surgical, cardiac, oncology and emergency services to meet the healthcare needs of our regional community, serving 11 counties in western Kentucky and southern Indiana. Our medical services are delivered by highly skilled physicians along with a caring and compassionate nursing staff. OMHS supports our care teams with state-of-the-art equipment to provide our patients with advanced medical treatments and procedures. In the Fiscal Year ended May 31, 2010, OMHS had total admissions of 18,343, patient days of 81,830, and ER vists of 63,592. 237689613 true true false true false false false false false true false true false false false false false false false false true true true true true false false false false false true false false true false false false false false true true true false false true 108 0 true 3527 true true true false false false false false false false false 14 14 false false false false false true true true true false false false true true true true true true true true true KY X John Hackbarth 2706918214 811 E Parrish Avenue Owensboro KY 42303 Braden Alan 3.0 X 0 0 0 Carper Bob 3.0 X 0 0 0 Henderson Jr George 3.0 X 0 0 0 Buchanan MD Bernard 3.0 X 0 0 0 Kincheloe Ann Murphy 3.0 X 0 0 0 Maddox MD Tom 3.0 X 0 0 0 Knight MD Robert 3.0 X 0 0 0 Miles Billy Joe 3.0 X 0 0 0 Schell MD Robert 3.0 X 0 0 0 Poynter Gerald 3.0 X 0 0 0 Woodward Terry 3.0 X 0 0 0 Chandler Billy H Ed D 3.0 X 0 0 0 Smith G Ted 3.0 X 0 0 0 Iracane Joseph 3.0 X 0 0 0 Barber Jeffrey 50.0 X 746474 0 49129 Begley II Earnest E 50.0 X 317670 0 29585 Hackbarth Jr John 50.0 X 356175 0 30796 Medley Jr Richard W 50.0 X 221683 0 17167 Strahan Greg 50.0 X 457271 0 36955 Suter Mia 50.0 X 283956 0 15805 Tyler MD Terry W 50.0 X 448305 0 32958 Jones Lisa 50.0 X 223115 0 23706 Mills Michael 50.0 X 220075 0 21373 Ranallo Russell 50.0 X 233789 0 26184 Stogsdill Vicki 50.0 X 362839 0 29166 Padgett Patrick 40.0 X 645449 0 13256 Filbeck Jeffrey 40.0 X 622978 0 19855 Mulligan John 40.0 X 613643 0 20690 Ravi Lingamurthy 40.0 X 600931 0 9815 Uragoda Lalith 40.0 X 593245 0 24195 6947598 0 400635 108 false true false Louisville Radiology Imaging Consul 71 West 156th Street HARVEY IL 60426 In-Patient Radiology 5425668 Morrison Management Specialists 4721 Morrison Dr Suite 300 MOBILE AL 36609 Food Services 4886741 Owensboro Anesthesia Services PLLC 815 E Parrish Avenue OWENSBORO KY 42303 Anesthesia Services 2665023 EA Health Corporation 440 Stevens Ave Suite 150 SOLANO BEACH CA 92075 Physician Call Svcs 2741836 Wyatt Tarratn Combs LLC Suite 2800 500 W Jefferson Street LOUISEVILLE KY 40202 Legal Services 1768585 31 91651 119643 13967 225261 PATIENT REV - INSURANCE 622110 194201155 194201155 PATIENT REV - MEDICARE/MEDICAID 622110 175241439 175241439 INCOME FROM OASF 622110 855518 855518 INCOME FROM OCRP 622110 -144912 -144912 370153200 6433231 6433231 0 0 116418 116418 116418 116418 368417458 707 365614778 7000 2802680 -6293 2796387 2796387 0 0 406516 331316 75200 75200 Kentucky Bio Processing 541700 4992598 4992598 Laundry & Catering & Other 990T 812300 319088 319088 Cafeteria & Vending Machine Revenue 722212 2164431 2164431 904722 904722 8380839 388180536 371057922 5311686 11585667 1408468 1408468 506510 506510 0 0 0 0 4184175 0 4184175 0 0 0 0 0 108047403 86238325 21809078 0 8917838 7263922 1653916 0 18627467 14891359 3736108 0 7996938 6257224 1739714 0 8449480 4949417 3500063 0 1733314 0 1733314 0 199509 0 199509 0 189912 189912 0 0 0 0 425085 0 425085 0 22910197 13658743 9251454 0 1704689 8314 1696375 0 74849757 70052867 4796890 0 5427769 932936 4494833 0 264265 46066 218199 0 5161794 693357 4468437 0 982066 313637 668429 0 0 0 0 0 173595 66244 107351 0 5480575 0 5480575 0 0 0 0 0 20740293 5104 20735189 0 2937800 28071 2909729 0 Bad Debt 25027450 25027450 0 0 KY Provider Tax 3550538 3550538 0 0 Recruiting 1163366 1292 1162074 0 Dues 304616 45478 259138 0 Dietary 1882590 1506072 376518 0 547710 48307 499404 0 333795170 237689613 96105557 0 24252 7222 25054221 69954743 62013575 69450280 383154 334895 0 308312 48423 441255 6146846 7407360 3191521 7826402 351494849 191361363 144692981 160133486 211955218 124286750 27990517 28111367 16682379 14713846 6771310 440454871 504954397 923430789 32592244 42043503 90388 13848055 173675000 507109025 10449711 9831049 512774 72822562 72959560 289629905 646303966 X 215324492 277126823 215324492 277126823 504954397 923430789 X false true true X false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false true 139317 true 50595 false false 189912 false Schedule C Part II B, Line 1f Percentage of lobbying activities from Kentucky Hospital Association dues, AHA dues, and Cornerstone Government Affairs. SUPPLEMENTAL INFORMATION Within the context of Governmental, Community and Legislative Affairs, OMHS has one employee that engages in lobbying activities or attempts to influence legislation. However, under no circumstances is there any engagement in political activities. Lobbying activities include both direct lobbying and grass roots lobbying. From a direct lobbying perspective, the Executive Director of Governmental, Community and Legislative Affairs engages in lobbying activities at the federal, state and local levels. Federal activities are more limited based on contract services provided by Cornerstone Government Affairs, a Washington, DC based legislative agent. However, the Executive Director does meet with members of Congress on occasion during the year either in Washington or in Owensboro. At the state level, the Executive Director is registered as a Legislative Agent with the Kentucky General Assembly. Lobbying efforts are generally limited to that period of time in which the General Assembly is in session. This period includes a 30-day legislative session in odd numbered years and a 60-day legislative session in even number years. In addition, lobbying at the local level is generally confined to regulatory matters and is not ongoing. From a grassroots lobbying perspective, the Executive Director oversees the Health in Action network. Health in Action is an electronic email system that provides OMHS employees with updates on legislation and "calls to action" when appropriate. Joining the network and choosing to respond are voluntary. This network is only activated when issues of concern are being considered at the federal and state levels. It is estimated that during the Fiscal Year ending May 31, 2010, all lobbying activity by the Executive Director did not exceed 30% of total work-related duties and responsibilities. 13276918 13276918 96977073 48190312 48786761 66754179 40566519 26187660 148306307 102604532 45701775 26180372 26180372 160133486 Cost of Issuance Series A 2010 2417908 Cost of Issuance Series B 2010 267637 LTD Use Assets from Series A&B 437485026 Key Executive Plan 284301 440454871 0 Due to Third Party Payors 21502326 Health Improvement Reserve 50290 Accrued Pension 38461358 Workman's Comp Reserve 4868487 Malpractice Reserve 8077099 72959560 Accounting for Uncertainty in Income Taxes The System applies Financial Accounting Standards Board (FASB) ASC Topic 740 (Topic 740), Accounting for Uncertainty in Income Taxes. Topic 740 clarifies the accounting for uncertainty in income tax positions and provides guidance on when tax positions are recognized in an entity's financial statements and how the values of these positions are determined. There has been no impact on the System's consolidated financial statements as a result of Topic 740. true true X true X 225. true X 375. true true false true true 16226701 2086000 14140701 0.04580 35405014 30489000 4916014 0.01590 51631715 32575000 19056715 0.06170 608 192009 874823 8291 866532 0.00280 60 496 1774472 315003 1459469 0.00570 1 379475 379475 0.00120 160 480741 755222 59 755163 0.00240 829 673246 3783992 323353 3460639 0.01210 829 673246 55415707 32898353 22517354 0.07380 8 200 73060 73060 19 73047 76814 1273 75541 4 2500 2072 2072 3 591 591 2 149305 149305 36 75747 301842 1273 300569 false 10384000 5192000 126201895 121554193 4647702 X true true Owensboro Medical Health System Inc

811 East Parrish Avenue Owensboro KY 42303

X X X When calculating the community benefit percentages in Part I, Line 7, bad debt expenses of $25,026,611 was excluded. There is no footnote to the organization's financial statements that describes bad debt expense. The costing methodology used is the cost to charge ratio calculated in worksheet 2 of Part I of Schedule H of this 990. The costing methodology used is the cost to charge ratio calculated in worksheet 2 of Part I of Schedule H of this 990. The charges and payments are from the Medicare paid claims reports. The calculation does not show a shortfall. The policies of the system attempt to ensure all uninsured patients of the system have opportunity to apply and qualify for financial assistance programs. The hospital has financial aid applications available at registration areas, via the Internet, via phone, and are sent out routinely via mail to patients of the hospital. The hospital employs financial counselors and contracts with an outside firm to ensure patients are evaluated for eligibility in the financial assistance programs available. The hospital does not contract primary collections agencies. All self-pay and balance after insurance accounts are reviewed and worked by hospital staff to ensure that the patient is given every opportunity to apply for financial assisitance. Self-pay discounts are available to all uninsured patients as long as they complete the aid application. Discounts given are equivalent to the average insurance discounts the hospital contracts allow. Additionally, patients with balances are permitted to establish payment plans. The hospital does not charge interest to its patients. OMHS utilizes four primary methods in assessing the health care needs of our community. (1) OMHS partners with local healthcare organizations in assessing and addressing the healthcare needs of the region. Organizations include the Green River District Health Department, River Valley Behavioral Health, Green River Area Development District, Green River Regional Health Council, Daviess County Diabetes Coalition, Daviess County, Owensboro Catholic and Owensboro Public Schools and numerous other providers. Information and data sharing from each of our organizations is used to assess the health care needs of our community and develops collaborative approaches to address these needs. (2) OMHS draws on resources published from numerous sources within the OMHS primary and secondary service area to assess healthcare needs. Sources used by OMHS to identify community health needs for the OMHS service area are found in, but are not limited to, Healthy People 2010 (www.healthypeople.gov), The Health of Kentucky: A County Assessment (www.kyiom.org/assessment.html), Green River Regional Health Council Report Card (www.gradd.com/Aging_Pages/green_river_regional_health_council.html), United Way of the Ohio Valley Human Services Needs Assessment, United Way of Southwestern Indiana Regional Needs Assessment (www.unitedwayswi.org/publications.php?page=com_needs_assessment), reports from The Institute of Medicine http://www.iom.edu/Reports.aspx?topic1={BA4CD870-F567-46E3-88DE-20E50A D7ED3E}; and, the Robert Woods Johnson Foundation County Health Rankings Project http://www.countyhealthrankings.org/. OMHS is currently developing parameters, scope, and identifying other interested partners in conducting an additional community health needs assessment in the coming year. (3) Through our Community Benefit Grant Program, OMHS assesses the health needs of our community though partnership with more than a hundred community and social service organizations from around the region. To be eligible for funding, potential grantees must submit proposals for specific programs and services that address identified community health needs or that address root causes of health problems that impact the health of our community To qualify, activities must reference the identified health needs from existing needs assessments and must advocate measurable improvement in health status, access, or use of healthcare resources. Programs or projects must also serve individuals in the OMHS service area. By virtue of ongoing partnerships with these organizations, OMHS gains firsthand knowledge of the health needs of our region and how we can work collaboratively with other organizations to address these needs. (4) OMHS also uses business modeling products from Thomson Reuters and the Kentucky Hospital Association for assessment purposes. Market Expert: Inpatient and Outpatient Forecaster is used to access reliable data to make decisions that support both the financial health of OMHS and the health of our community. This includes health status data and consumer characteristics. Outpatient Profiles: In addition to accurately quantifying current outpatient volumes and determining sites of service, this product supports service line planning decisions; reinforces technology and resource allocations; assists in identifying community needs; and, supports physician collaboration. Kentucky Hospital Association Info Suite is an on-line data decision support system available to members for obtaining information from KHA's statewide inpatient and outpatient Limited Data Set. Each hospital in Kentucky submits data to KHA and in turn we are able to review our needs within our service area. KHA also have a reciprocal agreement which provides Indiana hospital information. This data allows OMHS to review inpatient and outpatient data and to extrapolate community health status and need. The hospital educates the patients in a variety of ways. The hospital has signage at access points regarding financial assistance offerings. The hospital has financial aid applications available at registration areas, via the Internet at the hospital website, via phone, and sent routinely via mail to patients of the hospital. The hospital employs financial counselors and contracts with an outside firm to ensure patients are interviewed and evaluated for eligibility in the financial assistance programs available. All self-pay and balance after insurance accounts are reviewed and worked by hospital staff to ensure that the patient is given every opportunity to apply for financial assistance. Additionally information about applying financial assistance is included on the patient statements, bills, and letters they may receive from the hospital. Community Information Demographics The "Primary Service Area" for the OMHS System is Daviess County, Kentucky, which accounts for approximately 67% of the Hospital's inpatient admissions. Owensboro is the county seat of Daviess County, Kentucky, and lies on the southern banks of the Ohio River in western Kentucky. OMHS is the only hospital within its Primary Service Area of Daviess County. Owensboro is located 39 miles southeast of Evansville, Indiana, 131 miles north of Nashville, Tennessee, and 111 miles southwest of Louisville, Kentucky. The total population of Daviess County is 94,418 according to 2008 U.S. Census Data. Of these, 81% of those 25 or older have graduated from high school. Per capita personal income for the Primary Service Area is $27,473 compared to $27,625 for Kentucky and $33,689 for the U.S. Social and Behavioral Indicators Within the Primary Service Area 28% of adults are estimated to be obese, defined as having a Body Mass Index of 30.0 or higher; 63% of adults are estimated to be overweight defined as having a Body Mass Index of 25 or higher; 26% of adults smoke; and, 29% of adults are missing six or more permanent teeth because of tooth decay or gum disease. Health Outcomes Within the Primary Service Area the occurrence of infectious disease (AIDS, tuberculosis, and hepatitis) is 5.0 per 100,000 compared to 8.0 per 100,000 in Kentucky and 23.0 per 100,000 in the U.S. According to 2007 data, the incidence of motor vehicle deaths was 0.4 in the Primary Service Area compared to 2.1 in Kentucky and 1.5 in the U.S. The incidence of occupational fatalities was 5.1 per 100,000 in the Primary Service Areas compared to 8.0 in Kentucky and 5.0 per 100,000 nationwide. Years of potential life lost prior to age 75 was 6,500 years per 100,000 population compared to 9,111 in Kentucky. The total age adjusted rate of death (mortality) from all causes per year was 822.8 per 100,000 population compared to 906.8 in Kentucky. When asked, 19.7% of adults in the Primary Service Area reported that their health status was fair or poor. The death rate for all forms of cancer in the Primary Service Area stands at 192.8 per 100,000 compared to 237.0 in Kentucky and 202.0 nationwide. Within the Primary Service Area, the prevalence of diabetes in adults is 9% and 11% for Asthma. The age adjusted rate of death due to heart disease is 186.3 per 100,000 population compared to 224.0 for Kentucky and the age adjusted rate of death from stroke is 39.1 per 100,000 Access to Care Eighteen percent of adults under the age of 65 are uninsured according the Census Bureau data. In 2008, Twenty-one percent of individuals in the service area were enrolled in Medicaid according to the Kentucky Department of Medicaid Services. Within the Primary Service Area there exists .7 per 1000 primary care physicians; 1.4 per 1000 physician specialist; 12.2 per 1000 nurses; 1.1 per 1000 pharmacists and .6 per 1000 dentist. Regarding numbers of health care providers available, there exists 195 physicians including 63 primary care physicians and 132 specialists; 1,150 Registered Nurses; 76 nurse practitioners; 27 physician's assistants; 102 pharmacists; and, 55 dentists. Regarding Health Professional Shortage Areas (HPSA) in 2008, the Primary Service Area was not classified as such with respect to primary care and dental nor was it considered a Medically Underserved Area or Medically Underserved Population (MUA/Ps). It was, however, classified as a Mental Health HPSA. Among the population, 78% reported that there was one person they think of as their personal doctor or health care provider. The percent of adults who report that there was a time in the past year when they needed to see a doctor but could not because of cost was 9.1% compared to 16.7% in Kentucky. All information was obtained from a variety of data sources as published on kyhealthfacts.org. OMHS is not just the largest employer in the region; it is also the largest private employer in the Commonwealth of Kentucky west of Louisville, and the 35th largest in the state. As such, we consider our responsibility to serve and strengthen our communities in ways much broader than providing direct health service or addressing only "identified health needs". We believe the second part of our mission professing to improve the health of the community requires us to support Community Building activities involving economic, educational, civic, arts, athletic and cultural organizations. We believe these IRS categorized Community Building activities are equally as important to our charitable purposes as are our Community Benefit activities. Where cash and in-kind allocations are made for Community Building programs and activities, we still require these organizations to identify on their proposal how these programs and activities address root causes of health problems and impact the health of our community. In this way, they are also able to understand how improving the health of our community can be accomplished in many different ways. Many of the non-profit organizations whose activities are classified as community building could not exist if it were not for the support OMHS and others give. Governance of OMHS is entrusted to members of the community based on the board make-up and appointment process. The OMHS bylaws set forth that three (3) members of the board be appointed by the publicly-elected Daviess County Judge Executive (County Mayor); three (3) members be appointed by the publicly-elected Mayor of Owensboro; one (1) member be appointed jointly by the Daviess County Judge Executive and the Mayor; and, four (4) members be elected or appointed by the community at large. The other three (3) members of the board are active physicians appointed by the medical staff. Each board member is passionate about their responsibility to further the OMHS mission to heal the sick and improve the health of THEIR community. Within the board organizational structure, their also exists the Community Needs and Accountability Committee (CNAC). This committee is charged with overseeing governance polices for the OMHS Community Benefit Program including the review and approval of Community Benefit Grant Program funding allocations tied to community health needs. The committee is also responsible for recommending and executing board policies in community engagements and for addressing board membership criteria, continuing education, board self assessment and development. The committee serves as a leadership arm and key advocate for community health needs and programs within the board. OMHS also established the Community Benefit Policy Committee consisting of senior leaders of the organization that make recommendations on Community Benefit polices and engagements prior to consideration by the OMHS Board. Another staff committee, the Community Benefit Grant Program Review Committee, is made up of a broad cross-section OMHS employees, including but not limited to pastoral care, case management, community health, nursing and medical staff. This committee reviews, scores and deliberates on all proposals for funding submitted by community organizations to OMHS to insure a focus on identified health needs and root causes of health problems. At the staff level, OMHS employs an Executive Director of Governmental and Community Affairs and a Community Outreach Manager. These two individuals oversee the OMHS Community Benefit program. They work with dozens of OMHS Community Benefit Program partners to monitor and evaluate OMHS supported projects and programs to insure professed health improvement goals are being realized. They provide information and reports to the community at large, the OMHS Board of Directors and the Community Needs and Accountability Committee on Community Benefit Program outcomes and overall community health. In accordance with its bylaws, OMHS publishes The OMHS Report to the Community each December. Within this annual report is detailed information and financial data about OMHS Community Benefit activities and outlays. Prior to making the report available on the Internet and through direct mail, OMHS hosts a community event and presentation with hospital leaders to unveil it. Though not required, OMHS voluntarily submitted a comprehensive Community Benefit Report to the Kentucky Hospital Association as part of a statewide demonstration project. KY true Foundation for Health 811 East Parrish Avenue Owensboro KY 42303 611251763 501(c)(3) 433918 contributions to Fdn Owensboro Community and Technical College 4800 New Hartford Road Owensboro KY 42303 616001218 501 (c) (3) 201357 Nursing program scholarship and Surgical Tech grant United Way PO Box 705 Owensboro KY 42302 610846061 501 (c) (3) 83557 Support United Way fundaising activities Greater Owensboro Chamber 200 East 3rd St Owensboro KY 42302 610299925 501 (c) (3) 71250 Support EDC operations and business research University of L'ville Res Foun School of Nursing 3019K-Wing Louisville KY 40292 611029626 governmental 65110 School of Nursing expenditures Western KY Botanical Garden PO Box 22562 Owensboro KY 42304 611251188 501(c)(3) 37561 Community Support Advisory Board PO Box 79461 Baltimore MD 21279 521468699 33533 Clinical Tech Assessment and Marketing and Planning Leadership Council Hancock County Public Schools 330 Frank Lutrell Road Lewisport KY 42351 626001295 governmental 25000 Community Support Lighthouse Recovery Services 226 Walnut Street Owensboro KY 42301 020570995 501 (c) (3) 25000 Community Support Owensboro Museum of Fine Arts 901 Frederica Street Owensboro KY 42301 611297343 501 (c) (3) 25000 Community Support Wendell Foster's Campus 815 Triplett St Owensboro KY 42303 610490868 501 (c) (3) 25000 Community Support Trophy House 511 Frederica Street Owensboro KY 42301 610675581 20287 Community Support Riverpark Center 101 Daviess St Owensboro KY 42303 611147328 501 (c) (3) 20248 Membership & Sponsorship H L Neblett Center 801 W 5th Street Owensboro KY 42301 610523292 501 (c) (3) 20000 Community Support Owensboro Symphony Orchestra 211 East 2nd Street Owensboro KY 42303 616055984 501 (c) (3) 20000 Community Support Boulware Mission Inc 731 Hall Street Owensboro KY 42303 610486968 501 (c) (3) 15000 Community Support Komen for the Cure P O Box 22505 Owensboro KY 42304 752844632 501 (c) (3) 15000 Community Support University of Kentucky 500 S Limestone Lexington KY 40508 616001218 501 (c) (3) 15000 Concert Master's Circle Sponsorship Owensboro Area Museum of S&H 122 East 2nd Street Owensboro KY 42303 611164857 501 (c) (3) 14000 Community Support Kentucky Hospital Research & Education Fdn PO Box 436629 Louisvile KY 40253 616052378 501 (c) (3) 13967 Workforce expansion initiatives McLean Co Board of Education 245 Main Street Calhoun KY 42327 616001255 501 (c) (3) 13500 Community Support Mentorkids Kentucky 1700 Frederica Ste 204 Owensboro KY 42301 611222299 501 (c) (3) 13500 Community Support Care Net Pregnancy Center P O Box 9525 Owensboro KY 42302 200736119 501 (c) (3) 12800 Community Support Green River District Health Dept PO Box 309 Owensboro KY 423020309 611010686 501 (c) (3) 12470 Community Support American Red Cross P O Box 1745 Owensboro KY 42302 610944834 501 (c) (3) 12207 Community Support Owensboro Family YMCA 900 Kentucky Parkway Owensboro KY 42301 610561344 501 (c) (3) 12000 Community Support Dream Riders of Kentucky P O Box 172 Philpot KY 42366 010802025 501 (c) (3) 12000 Community Support Owensboro Dance Theatre 2705 Breckenridge St Owensboro KY 42303 611040701 501 (c) (3) 11000 Community Support American Cancer Society 319 W 10th St Ste 101 Owensboro KY 42301 131788491 501 (c) (3) 10000 Community Support Brescia University 717 Frederica Street Owensboro KY 42303 610660795 501 (c) (3) 10000 Community Support Kelly Autism Program 815 Tripplett Street Owensboro KY 42303 611251555 501 (c) (3) 10000 Community Support Daviess County Emergency Mgmt 212 St Ann Street Owensboro KY 42303 616000155 501 (c) (3) 10000 Community Support Junior Achievement of Kentucky 1195 Wing Avenue Owensboro KY 42303 610564988 501 (c) (3) 9000 Community Support Alma Randolph Charitable 1735 Frederica Street Owensboro KY 42301 611245015 501 (c) (3) 6400 Community Support Daniel Pitino Shelter 501 Walnut Street Owensboro KY 42301 611245271 501 (c) (3) 6000 Community Support 33 2 OMHS Employee Tuition Assistance 146 456871 Cancer Center Medical Fund 240 20883 Patient Medical Fund 420 28756 Form 990, Schedule I Description of Organization's Procedures for Monitoring the Use of Grants Services and activities must serve individuals in the OMHS service area, including Daviess, Hancock, Ohio, Henderson, Hopkins, McLean, Muhlenberg, Breckinridge and Webster counties in Kentucky or Spencer and Perry counties, Indiana. Applications must specifically describe how the organization's services address root causes of health problems affecting the health of our community. Eligible groups include economic, educational, civic, arts and cultural organizations. X true true X false true false false false false false false false Barber Jeffrey 523323 0 156000 0 67151 0 37480 0 11649 0 795603 0 0 0 Begley II Earnest E 234639 0 68484 0 14547 0 16092 0 13493 0 347255 0 0 0 Hackbarth Jr John 260444 0 76529 0 19202 0 18172 0 12624 0 386971 0 0 0 Jones Lisa 170122 0 50394 0 2599 0 11454 0 12252 0 246821 0 0 0 Medley Jr Richard W 160453 0 40853 0 20377 0 11162 0 6005 0 238850 0 0 0 Mills Michael 173796 0 42466 0 3813 0 11235 0 10138 0 241448 0 0 0 Ranallo Russell 178969 0 53939 0 881 0 12164 0 14020 0 259973 0 0 0 Stogsdill Vicki 266873 0 77436 0 18530 0 18397 0 10769 0 392005 0 0 0 Strahan Greg 340725 0 97494 0 19052 0 23170 0 13785 0 494226 0 0 0 Suter Mia 210422 0 60147 0 13387 0 14198 0 1607 0 299761 0 0 0 Tyler MD Terry W 387508 0 43198 0 17599 0 22630 0 10328 0 481263 0 0 0 Padgett Patrick 645326 0 0 0 123 0 0 0 13256 0 658705 0 0 0 Filbeck Jeffrey 622855 0 0 0 123 0 8250 0 11605 0 642833 0 0 0 Mulligan John 613359 0 0 0 284 0 11000 0 9690 0 634333 0 0 0 Ravi Lingamurthy 432937 0 167489 0 505 0 7954 0 1861 0 610746 0 0 0 Uragoda Lalith 514522 0 77433 0 1290 0 9864 0 14331 0 617440 0 0 0 Supplemental Compensation Information Schedule J Part I, 1a Provided reduced rate fitness club membership, which is available to all employees. This is a qualifying employee benefit and is not includable in gross wages. This benefit was phased out and only one remains (grandfathered). Schedule J, Part I, Line 4b OMHS has a 457f deferred compensation plan that allows employees to contribute money on a pre-tax basis into investments that provide key employees with a retirement benefit. Payments into the plan are based on base annual pay (15% for the CEO and 12% for other executives), no bonuses or reimbursed expenses are taken into account when applying percentage. If the individual started in the middle of the year, payments are only made for the time that applies. Participants are vested after 5 years. The following executives made nontaxable contributions to plan: Jeffrey Barber $78,958.80; Earnest Begley $28,650.14; John Hackbarth $32,118.87; Lisa Jones $21,123.16; Richard W. Medley $19,433.69; Michael Mills $20,595.18; Russ Ranallo $22,608.87; Vicki Stogsdill $32,165.64; Greg Strahan $40,865; Mia Suter $25,243.69; Kentucky Economic Development Finance Authority 610600439 49126KGX3 2010-03-03 512772595 See Schedule O false false 515124501 37912800 58975719 397775501 8204303 0 12256178 2013 true false false true false false false false false 0.00000 0.00000 0.00000 false false false false false false false DR DOUGLAS ADAMS 5 RECRUITMENT LOAN X 339359 334895 false false true OASF 579 REFINANCE X 386744 308312 false true true 643207 MOLLIE MILLS DAUGHTER OF MICHAEL MILLS 13917 EMPLOYEE COMPENSATION false VIRGINIA WARD DAUGHTER OF MICHAEL MILLS 52118 EMPLOYEE COMPENSATION false STEVE JOHNSON SON-ANN MURPHY KINCHELOE 126375 EMPLOYEE COMPENSATION false JENNIFER RANALLO WIFE OF RUSSELL RENALLO 21436 EMPLOYEE COMPENSATION false DIANNE MILES DIL - BILLY JO MILES 24078 EMPLOYEE COMPENSATION false Volunteers Form 990, Part I, Question 6 Volunteer Services support the mission and goals of Owensboro Medical Health System. They staff the patient information desk, deliver flowers, and play a crucial role as liaison between families and physicians in the surgery waiting areas. Volunteers are an essential part of the care and comfort OMHS provides. Description of Classes of Persons and the Nature of Their Rights Form 990, Part VI, Question 7a OMHS is governed by a fourteen-member Board of Directors pursuant to the corporation's bylaws. Three (3) directors are appointed by the County Judge/Executive of Daviess County ("County Judge") with the consent of the Daviess County Fiscal Court, three (3) directors are appointed by the Mayor of the City of Owensboro ("Mayor") with the consent of the Board of the Owensboro City Commission, one (1) director is appointed jointly by the County Judge and the Mayor, three (3) director positions are reserved for physicians who are members of the OMHS active Medical Staff, and four (4) directors are elected or appointed by the Board of Directors from the community. The Board of Directors is responsible for overseeing the management and operation of OMHS. OMHS Board members serve three-year terms, and can serve no more than three (3) consecutive terms, but are eligible for reappointment to the Board after having been off of the Board for at least one (1) year. The Board has regularly scheduled monthly meetings. Descr Classes of Persons Requiring Approval & Type of Voting Rights Form 990, Part VI, Question 7b The following corporate actions shall require the affirmative act of the fiscal court of Daviess County ("County") and the commissioners of the City of Owensboro ("City") following a recommendation therefore by the Board of Directors: (1) The admission of any member to the corporation, (2) The transfer of all, or substantially all, of the management responsibility for the corporation to a nonrelated person, (3) A merger, consolidation or other similar action that is dilutive of the assets of the corporation or that adversely affects any rights of the county or city provided for in the Corporation's Articles of Incorporation of the Bylaws, (4) Any amendments to articles 4,5,7,8 and 10 of the Articles of Incorporation; or any amendment to section Articles VII of the Bylaws (5) The dissolution of the corporation, (6) Any change of the name of the corporation, (7) The transfer (in one or more related transactions) during any twelve month period of 5% or more of the total assets of the corporation to an unaffiliated person(s), "Total Assets" shall mean the aggregate assets from the most recent financial statements of the corporation. Describe the Process Used by Management &/or Governing Body to Review 990 Form 990, Part VI, Question 11A The return is reviewed by the CFO, Controller, and Accounting Manager before it is signed. Description of Process to Monitor Transactions for Conflicts of Interest Form 990, Part VI, Question 12c Under our conflict of Interest Policy (#100-214), each Board Director, Officer and Member of a committee with board-delegated power is required annually to complete the following; (1) Confidentiality Statement, (2) Disclosure Certificate, (3) Independence and related party questionnaire. These disclosures are reviewed and retained by the Chief Legal Officer, who is also in the approval chain for all OMHS contracts. All completed contracts are maintained by the Legal Office in a searchable database (through Meditract). Similarly, as soon as we implement the additional revised policy addressing conflict of interest for employees, each Director, Manager or other employee with authority to influence decisions regarding the purchase of goods or services by OMHS, will be requested to complete a conflict of interest disclosure and certification form. These will be reviewed and maintained by the Compliance Officer. The Compliance Officer also has access to the contract's database and completes an OIG sanction check for new contract. Once the conflict of interest data has been collected, new contracts will be screened for potential conflicts of interest. In addition, OMHS maintains a Compliance Hotline through which anyone with knowledge of a conflict of interest or improper vendor relationship can anonymously report suspected violations of OMHS policy. Offices & Positions for Which Process was Used, & Year Process was Begun Form 990, Part VI, Question 15a TOTAL COMPENSATION IS THE SUM OF CEO'S BASE SALARY, INCENTIVE OPPORTUNITY, BENEFITS, AND PERQUISITES. -OUR TOTAL COMPENSATION PHILOSOPHY WILL APPLY TO CEO OF THE ORGANIZATION. -CASH COMPENSATION AND BENEFITS PLANS PROVISIONS WILL BE, BASED ON MARKET DATA, COMPETITIVE WITH THOSE HEALTHCARE ORGANIZATIONS WITHIN WHICH WE COMPETE FOR EXECUTIVE TALENT. OUR LABOR MARKET IS DEFINED AS SUCCESSFUL AND COMPARABLY SIZED HEALTHCARE ORGANIZATIONS ON A NATIONAL LEVEL. SUCCESS IS MEASURED IN TERMS OF FINANCIAL AND OPERATIONAL PERFORMANCE AND MARKET LEADERSHIP. -COMPETITIVE POSITIONING OF BASE SALARIES, AS REFLECTED BY THE SALARY RANGE MIDPOINTS, WILL BE AT THE 50TH PERCENTILE. CEO MAY BE PLACED ABOVE OR BELOW THE SALARY RANGE BASED ON THE: CEO'S KNOWLEDGE, COMPETENCIES, AND EXPERIENCE; PERFORMANCE OF THE CEO; THE CEO'S CONTRIBUTION TO THE ORGANIZATION'S OVERALL PERFORMANCE; INTERNAL EQUITY CONSIDERATIONS; THE FINANCIAL RESOURCES AVAILABLE; AND, CEO'S BASE SALARY INCREASES PROVIDED IN THE COMPETITIVE MARKET. -ANNUAL MERIT INCREASE IS BASED ON JOB PERFORMANCE, REVIEWED BY FINANCE COMMITTEE, AND THEN APPROVED BY THE BOARD OF DIRECTORS. -ANNUAL INCENTIVE OPPORTUNITIES WILL BE POSITIONED BETWEEN THE 50TH AND 75TH PERCENTILE DEPENDING ON THE DEGREE TO WHICH PERFORMANCE GOALS ARE MET OR EXCEEDED. TOTAL CASH COMPENSATION, AS REFLECTED BY BASE SALARIES AND ANNUAL INCENTIVES, WILL ALSO BE POSITIONED BETWEEN THE 50TH AND 75TH PERCENTILES AND WILL BE INFLUENCED BY PERFORMANCE RESULTS AS MEASURED AGAINST ESTABLISHED GOALS. INCENTIVE COMPENSATION PLAN REVIEWED BY FINANCE COMMITTEE, THEN APPROVED BY BOARD OF DIRECTORS. -THE ORGANIZATION WILL PROVIDE APPROPRIATE AND COMPETITIVE SUPPLEMENTAL BENEFITS AND PERQUISITES DELIVERED IN A FLEXIBLE STRUCTURE TO ALLOW FOR INDIVIDUAL CHOICE AND BASED ON THE ORGANIZATION'S MISSION AND BUSINESS NEEDS. -OUR EXECUTIVE TOTAL COMPENSATION PLAN WILL BE DESIGNED, MANAGED AND MAINTAINED IN A MANNER THAT WILL: SUPPORT AND COMPLEMENT OUR MISSION, MANAGEMENT PHILOSOPHY, SHORT- AND LONG-TERM BUSINESS STRATEGIES, AND EMPLOYEE RELATIONS GOALS. ATTRACT AND RETAIN EXECUTIVES WITH THE RIGHT SKILLS, ABILITIES AND MOTIVATION TO ACHIEVE OUR BUSINESS OBJECTIVE. ENSURE THE EXECUTIVE TOTAL COMPENSATION IS REASONABLE AND COMPETITIVE. -OUR CASH COMPENSATION AND BENEFITS PLANS WILL BE REVIEWED BY HR CONSULTING FIRM AND ADJUSTED PERIODICALLY TO MEET THE CHANGING BUSINESS AND ORGANIZATIONAL CHARACTERISTICS OF OUR ORGANIZATION AND ITS EXECUTIVE STAFF AS DIRECTED BY THE FINANCE COMMITTEE. Offices & Positions for Which Process was Used, & Year Process was Begun Form 990, Part VI, Question 15b TOTAL COMPENSATION IS THE SUM OF EACH EXECUTIVE'S BASE SALARY, INCENTIVE OPPORTUNITY, BENEFITS, AND PERQUISITES. -OUR TOTAL COMPENSATION PHILOSOPHY WILL APPLY TO ALL EXECUTIVES OF THE ORGANIZATION. -CASH COMPENSATION AND BENEFITS PLANS PROVISIONS WILL BE, ON AVERAGE, COMPETITIVE WITH THOSE HEALTHCARE ORGANIZATIONS WITHIN WHICH WE COMPETE FOR EXECUTIVE TALENT. OUR LABOR MARKET IS DEFINED AS SUCCESSFUL AND COMPARABLY SIZED HEALTHCARE ORGANIZATIONS ON A NATIONAL LEVEL. SUCCESS IS MEASURED IN TERMS OF FINANCIAL AND OPERATIONAL PERFORMANCE AND MARKET LEADERSHIP. -COMPETITIVE POSITIONING OF BASE SALARIES, AS REFLECTED BY THE SALARY RANGE MIDPOINTS, WILL BE AT THE 50TH PERCENTILE. EXECUTIVES MAY BE PLACED ABOVE OR BELOW THE SALARY RANGE BASED ON THE: EXECUTIVE'S KNOWLEDGE, COMPETENCIES, AND EXPERIENCE; PERFORMANCE OF THE EXECUTIVE'S AREA OF RESPONSIBILITY; THE EXECUTIVE'S CONTRIBUTION TO THE ORGANIZATION'S OVERALL PERFORMANCE; INTERNAL EQUITY CONSIDERATIONS; THE FINANCIAL RESOURCES AVAILABLE; AND, EXECUTIVE BASE SALARY INCREASES PROVIDED IN THE COMPETITIVE MARKET. -ANNUAL INCENTIVE OPPORTUNITIES WILL BE POSITIONED BETWEEN THE 50TH AND 75TH PERCENTILE DEPENDING ON THE DEGREE TO WHICH PERFORMANCE GOALS ARE MET OR EXCEEDED. TOTAL CASH COMPENSATION, AS REFLECTED BY BASE SALARIES AND ANNUAL INCENTIVES, WILL ALSO BE POSITIONED BETWEEN THE 50TH AND 75TH PERCENTILES AND WILL BE INFLUENCED BY PERFORMANCE RESULTS AS MEASURED AGAINST ESTABLISHED GOALS. -THE ORGANIZATION WILL PROVIDE APPROPRIATE AND COMPETITIVE SUPPLEMENTAL BENEFITS AND PERQUISITES DELIVERED IN A FLEXIBLE STRUCTURE TO ALLOW FOR INDIVIDUAL CHOICE AND BASED ON THE ORGANIZATION'S MISSION AND BUSINESS NEEDS. -OUR EXECUTIVE COMPENSATION PLAN WILL BE DESIGNED, MANAGED AND MAINTAINED IN A MANNER THAT WILL: SUPPORT AND COMPLEMENT OUR MISSION, MANAGEMENT PHILOSOPHY, SHORT- AND LONG-TERM BUSINESS STRATEGIES, AND EMPLOYEE RELATION'S GOALS. ATTRACT AND RETAIN EXECUTIVES WITH THE RIGHT SKILLS, ABILITIES AND MOTIVATION TO ACHIEVE OUR BUSINESS OBJECTIVE. ENSURE THE EXECUTIVE TOTAL COMPENSATION IS REASONABLE AND COMPETITIVE. -OUR CASH COMPENSATION AND BENEFITS PLANS WILL BE REVIEWED AND ADJUSTED PERIODICALLY TO MEET THE CHANGING BUSINESS AND ORGANIZATIONAL CHARACTERISTICS OF OUR ORGANIZATION AND ITS EXECUTIVE STAFF. THE COMPENSATION OF EACH INDIVIDUAL EXECUTIVE WILL BE REVIEWED AND APPROVED IN A MANNER CONSISTENT WITH THE INTERMEDIATE SANCTION TAX REGULATIONS. Avail of Gov Docs, Conflict of Interest Policy, & Fin Stmts to Gen Public Form 990, Part VI, Question 19 Documents and policies are made available upon request. Bond Issue Description Form 990, Schedule K, Part I, Line A, Column (f) The proceeds from the Series 2010A Bonds are expected to be used to finance or refinance the acquisition, construction and equipping of (a) a new 9-story replacement acute care hospital containing approximately 650,000 square feet of space (the "Replacement Hospital"), (b) a 2-story support services building containing approximately 55,000 square feet of space, (c) a one and one-half story central energy plant containing approximately 24,000 square feet of space, and (d) a 2,700 stall parking lot and related real and personal property (collectively, the "Project"). The Project will be situated on a 147-acre parcel that is located approximately 2.5 miles northeast of the Existing Hospital in Owensboro, Kentucky. The Replacement Hospital will feature 350 patient rooms, of which as many as 97 are expected to be configured to permit shared use. OMHS Cardiovascular LLC 811 East Parrish Avenue Owensboro KY 42303 200800844 Physician Prt KY 894589 320338 Kentucky Bioprocessing LLC PO Box 20007 Owensboro KY 42303 204545241 Plant Bsd Prt KY 5044369 21479649 Commonwealth Medical Management LLC PO Box 20007 Owensboro KY 42304 204796653 Phys Clnc Srv KY 0 30000 Foundation for Health Inc 811 East Parrish Avenue Owensboro KY 42303 611251763 Healthcare KY 501(c)(3) 7 Cooperative Health Services Inc 811 E Parrish Avenue Owensboro KY 42303 611197638 Healthcare KY 501(c)(3) 9 Owensboro Am Sr Fac 1000 Brkrg Owensboro KY 42303 752184992 Surgery Center KY Investment Income 709781 6383320 false true Owensboro Medical Center Laboratory Inc 811 E Parrish Avenue Owensboro KY 42303 610999592 Med Laboratory KY C Corp true true true false false false false false true false true false false false true false false true Owensboro Community Health Network Inc (O) 365684 Owensboro Medical Center Lab (O) 2326299 Cooperative Health Services Inc (O) 24230277 Cooperative Health Services Inc (A) 643572 Cooperative Health Services Inc (R) 17415414 Foundation for Health Inc (C) 91651 Foundation for Health Inc (B) 433918