2011-11-11T16:50:48-06:00 2010-12-31 AKT LLP 5665 SW MEADOWS RD SUITE 200 LAKE OSWEGO OR 97035 990 2010-01-01 930951989 SAMARITAN HEALTH SERVICES SAMA 5417684773 C/O SHS ACCOUNTING PO BOX 3000 CORVALLIS OR 973393000 DANIEL B SMITH 5417684773 2011-11-10 MARTIN MOLL 5036204489 2010 2016-03-07 17:11:31Z LARRY A MULLINS DHA 3600 NW SAMARITAN DR CORVALLIS OR 97330 139897877 0 X WWW.SAMHEALTH.ORG X 1986 OR SAMARITAN HEALTH SERVICES (SHS) IS THE PARENT COMPANY FOR A NETWORK OF OREGON HOSPITALS, PHYSICIANS AND SENIOR CARE FACILITIES PROVIDING A COMPREHENSIVE SYSTEM OF HEALTHCARE AND HEALTHCARE-RELATED SERVICES TO RESIDENTS OF THE MID-WILLAMETTE VALLEY AND CENTRAL OREGON COAST. 15 10 987 10 574173 -147304 958237 457696 125229773 137628592 186227 701364 1160028 872694 127534265 139660346 10350 39017 0 0 52727996 55613646 100500 105000 842020 70611160 79810207 123450006 135567870 4084259 4092476 110058102 181124904 97270559 164667916 12787543 16456988 X SAMARITAN HEALTH SERVICES (SHS) IS THE PARENT COMPANY OF A REGIONAL NETWORK OF HOSPITALS, PHYSICIANS AND SENIOR CARE FACILITIES. THE NETWORK, FORMED IN THE LATE 1990'S, SERVES APPROXIMATELY 290,000 RESIDENTS IN LINN, BENTON, LINCOLN AND PORTIONS OF POLK AND MARION COUNTIES IN OREGON. IT IS LOCALLY OWNED, AND ITS BOARDS OF DIRECTORS INCLUDE HOSPITAL LEADERS, PHYSICIANS AND COMMUNITY REPRESENTATIVES. SHS PROVIDES HEALTHCARE SERVICES REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, DISABILITY OR AGE. THE MISSION OF SHS IS TO ENHANCE COMMUNITY HEALTH AND ACHIEVE HIGH VALUE THROUGH QUALITY SERVICES ACROSS A CONTINUUM OF CARE. THE COLLECTIVE VISION OF THE SHS SYSTEM IS TO BE A VALUES-DRIVEN ORGANIZATION GOVERNED BY COMMUNITY MEMBERS, PHYSICIANS AND OTHER HEALTH CARE PROVIDERS. SHS SEEKS TO BE THE FIRST CHOICE OF CONSUMERS IN THE REGION AND TO LEAD COLLABORATIVE EFFORTS AMONG THOSE WHO SHARE SIMILAR GOALS. 0 0 123287831 137889067 SEE SCHEDULE OSAMARITAN HEALTH SERVICES (SHS) IS THE PARENT ORGANIZATION FOR A NETWORK OF OREGON HOSPITALS, PHYSICIANS, AND SENIOR CARE FACILITIES THAT SERVES THE HEALTH CARE NEEDS OF PEOPLE IN THE MID-WILLAMETTE VALLEY AND THE CENTRAL OREGON COAST. SHS AND ITS AFFILIATED ORGANIZATIONS PROVIDE ACUTE CARE HOSPITAL SERVICES AS WELL AS OUTPATIENT HEALTHCARE SERVICES IN A VARIETY OF SETTINGS. AS THE PARENT ORGANIZATION, SHS PROVIDES ADMINISTRATIVE AND OTHER SUPPORT SERVICES TO ITS AFFILIATED ORGANIZATIONS, SUCH AS PATIENT BILLING, INFORMATION SERVICES, ACCOUNTING, AND EMPLOYEE RECRUITMENT. SHS SPONSORS A HEALTH PLAN THAT PROVIDES MEDICAL, DENTAL, AND PHARMACY BENEFITS TO EMPLOYEES OF SHS AND ITS AFFILIATES. AS A SYSTEM, SHS LOOKS CAREFULLY AT LOCAL HEALTH CARE NEEDS AND GIVES THOUGHTFUL CONSIDERATION TO THE MOST EFFECTIVE WAYS TO MEET THOSE NEEDS. THE RESULT IS A RICH MIX OF LOCAL AND CENTRALIZED REGIONAL SERVICES, WHICH PROVIDE HIGH VALUE AND EXCELLENT HEALTH CARE FOR PEOPLE AT ALL STAGES OF THEIR LIVES. SAMARITAN HEALTH SERVICES, INC. (SHS) HAS POLICIES THAT PROVIDE FOR SERVING THOSE WITHOUT THE ABILITY TO PAY FOR TREATMENT. THE POLICIES ESTABLISH CRITERIA BASED ON THE INCOME OF THE PERSON RESPONSIBLE FOR THE BILL AND COLLECTIONS ARE AT AMOUNTS LESS THAN ITS ESTABLISHED RATES ON A SLIDING SCALE DOWN TO NO PAYMENT AT ALL. IN 2010, IN ADDITION TO THE ESTIMATED COST OF DIRECT CHARITY CARE ($28,000), SHS PROVIDED SERVICES THAT BENEFITED THE POOR AND OTHERS IN THE COMMUNITIES IT SERVED. COMMUNITY BENEFIT SERVICES ($795,000) ARE PAYMENTS/COSTS CONTRIBUTED BY SHS FOR COMMUNITY PROGRAMS ADMINISTERED BY OTHER NON-PROFIT ORGANIZATIONS AND SCHOOLS PLUS ACTIVITIES PROVIDED BY SHS EMPLOYEES FOR THE BENEFIT OF VARIOUS GROUPS IN THE COMMUNITY SERVED. 39017 39017 GRANTS AND ASSISTANCE PROVIDED BY SAMARITAN HEALTH SERVICES TO VARIOUS ORGANIZATIONS AND INDIVIDUALS TO BENEFIT THE COMMUNITY. SEE PART IX, LINES 1 AND 2 AND RELATED SCHEDULE I FOR MORE DETAILS. 123326848 1 1 0 1 0 0 0 0 0 1 0 1 1 1 0 0 1 0 0 0 0 0 1 0 0 0 1 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 1 1 0 1 1078 0 1 987 1 1 1 1 CJ 0 0 0 0 0 0 0 0 X 15 10 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 1 1 OR X X SAMARITAN HEALTH SERVICES 5417684773 PO BOX 3000 CORVALLIS OR 973393000 X GILBERT BECK 1.00 X 0 0 0 CHARLES MOURADIAN 1.00 X X 0 0 0 RANDY SPRINGER 1.00 X X 0 0 0 JUDY LIST 1.00 X 0 0 0 REV WILLIAM MCCARTHY 1.00 X 0 0 0 SHIRLEY PETERSON 1.00 X X 0 0 0 THOMAS CLARK MD 1.00 X 0 204671 23853 JAMES DENHAM 1.00 X X 0 0 0 SENATOR FRANK MORSE 1.00 X 0 0 0 ROBERT ADAMS 1.00 X 0 0 0 LOREN ROTH 1.00 X 0 0 0 LESLIE PLISKIN MD 1.00 X 0 282208 46218 TROY GARRETT MD 1.00 X 0 181021 39717 TIM HINDMARSH MD 1.00 X 0 221884 42294 LOUIS WEINSTEIN MD 1.00 X 0 279819 36420 LARRY A MULLINS DHA 40.00 X 1266069 0 360304 DANIEL B SMITH 40.00 X 287449 0 47700 KIRK R GERNER 40.00 X 271243 0 43054 SHERYL HELMS 40.00 X 218886 0 33642 DOUGLAS BOYSEN 40.00 X 224059 0 46142 DAWNELL BUELL 40.00 X 159357 0 19049 KELLY C KAISER 12.00 X 262371 0 41995 BECKY PAPE 1.00 X 250769 0 47491 DAVID G TRIEBES 1.00 X 308998 0 60436 STEVEN W JASPERSON 1.00 X 392565 0 57283 KEVIN EWANCHYNA MD 6.00 X 286880 0 43372 3928646 1169603 988970 49 0 1 0 DORMAN CONSTRUCTION INC 303 SOUTH 5TH ST STE 135 SPRINGFIELD OR 97477 CONSTRUCTION 9889236 HOWARD S WRIGHT CONSTRUCTORS INC 425 NW 10TH AVE STE 200-A PORTLAND OR 97209 CONSTRUCTION 6026713 INGENIX INC 2771 MOMENTUM PLACE CHICAGO IL 60689 BILLING SERVICES 5834824 ANDERSEN CONSTRUCTION CO PO BOX 6712 PORTLAND OR 97228 CONSTRUCTION 4846725 SODEXHO INC & AFFILIATES DEPT 43283 LOS ANGELES CA 90088 FOOD SERVICES 4506645 79 64723 326566 66407 457696 MANAGEMENT/SVC FEES 561000 76175194 76175194 EMPL HEALTH PLAN PREM 525100 54918173 54918173 NET PATIENT REVENUES 900099 6535225 6535225 137628592 410300 410300 280713 218727 61986 61986 23940 38046 309868 18804 291064 291064 291064 LAUNDRY REVENUE 812300 224077 224077 CLAIMS ADMINISTRATION 524292 211504 211504 GROUP PURCHASING 561499 200535 200535 174592 260475 -85883 810708 139660346 137889067 574173 739410 38240 38240 777 777 2976954 2976954 39277004 32683757 6122642 470605 2410252 2034803 348651 26798 7643780 6453096 1105697 84987 3305656 2790728 478174 36754 580588 580588 535593 113660 421933 364767 326881 37886 105000 105000 79376 39688 39688 1147882 1038797 78827 30258 1277286 1267115 8000 2171 4552755 4125856 387162 39737 4278773 4278773 1569116 1164587 390993 13536 195514 160255 25895 9364 603161 390805 209990 2366 815308 455066 360242 6013988 5896262 117315 411 435140 225881 209259 CLAIM FEES 48798203 48792526 5677 PURCHASED SERVICES 6686951 6552539 117800 16612 MEDICAL SUPPLIES 1303177 1303177 DUES, TAXES, & LICENSES 535933 179929 352583 3421 BAD DEBT 36696 36696 135567870 123326848 11399002 842020 227 503 45589127 70533859 1042461 989966 867546 71275 66764 1130689 1466127 105903517 53209370 45053629 52694147 13474165 32462024 3696529 22043968 110058102 181124904 10633092 11996554 9846 9846 15711140 137190116 17718811 5938290 53197670 9533110 97270559 164667916 X 12787543 16456988 12787543 16456988 110058102 181124904 X 4092476 -423031 X 0 1 1 X 1 1 X X X 0 0 0 ALBANY GEN HOSP 930110095 3 1 1 1 13013020 GOOD SAM HOSP 930391573 3 1 1 1 34196888 MID-VALLEY HC 930396847 3 1 1 1 9004168 FIRSTCARE MED FND 930932697 9 1 1 1 2608008 4 58822084 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 1 3896 0 0 1 53678 1 1330 0 0 58904 0 10439691 10439691 20434637 3254929 17179708 61118187 49881272 11236915 13911002 73169 13837833 52694147 INVESTMENTS HELD BY TRUSTEE 32462024 F 32462024 DEFERRED FINANCING COSTS, NET 413679 SHS LT ASSETS - D&O INS 544892 SHS LT ASSETS - 457 PLAN 2400789 RECEIVABLE DUE FROM AFFILIATE 18021325 INTEREST RECEIVABLE 132867 OTHER RECEIVABLES 530416 22043968 LIABILITY FOR UNPAID MEDICAL CLAIMS 6426139 TENANT DEPOSITS 150000 ACCRUED INTEREST 110088 OTHER RESERVES 2846883 9533110 139660346 135567870 4092476 -119707 -303324 -423031 3669445 139384380 218727 218727 139165653 494693 494693 139660346 135291904 343045 343045 134948859 619011 619011 135567870 PART XI, LINE 8 - OTHER ADJUSTMENTS: INTERCOMPANY TRANSFERS -303,324. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENT EXPENSES NETTED WITH REV PER T/R 218,727. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECLASSIFIED RENTAL REVENUE 54,436. RENT EXPENSES NETTED WITH REV PER AFS 564,575. UBI LOSSES INCLUDED WITH EXPENSES PER AFS -124,318. PART XIII, LINE 2D - OTHER ADJUSTMENTS: RENT EXPENSES NETTED WITH REV PER T/R 218,727. UBI LOSSES INCLUDED WITH EXPENSES PER AFS 124,318. PART XIII, LINE 4B - OTHER ADJUSTMENTS: RECLASSIFIED RENTAL REVENUE 54,436. RENT EXPENSES NETTED WITH REV PER AFS 564,575. X X 1 THOMPSON & ASSOC 1135 LA HOMA DRIVE NAPA CA 94558 ADVISORY SERVICES 0 0 99000 0 LARKWOOD CONS 4096 PIEDMONT AVE OAKLAND CA 94611 ADVISORY SERVICES 0 0 6000 0 105000 OR 1 INTEGRATIVE MOVEMENT CLINIC 250 SW BROADALBIN ST ALBANY OR 97321 870707777 6990 PATIENT SUPPORT OSU FOUNDATION 850 SW 35TH ST CORVALLIS OR 97333 936022772 501(C)(3) 10250 EDUCATION SUPPORT WESTERN UNIVERSITY 309 E 2ND ST POMONA CA 91766 953127273 501(C)(3) 15000 EDUCATION SUPPORT 2 1 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: AGENCIES IN THE COMMUNITY ARE INVITED TO SUBMIT GRANT PROPOSALS THROUGH AN APPLICATION PROCESS. A COMMITTEE REVIEWS THE APPLICATIONS TO DETERMINE IF THE FUNDS REQUESTED WILL BE USED TO ADDRESS THE ORGANIZATION'S ESTABLISHED COMMUNITY HEALTH PRIORITIES, IDENTIFIED NEEDS, AND SUPPORTS THE ORGANIZATION'S MISSION. ONCE APPROVED AND FUNDED, AGENCIES MUST SUBMIT A COMPLETE ANNUAL REPORT DESCRIBING HOW THE FUNDS WERE USED, THE NUMBER OF CLIENTS SERVED, AND HOW OUTCOMES WERE ACHIEVED. X 1 1 X X X X X X 0 1 0 0 1 0 0 0 0 THOMAS CLARK MD 0 200644 0 2831 0 1196 0 14256 0 9597 0 228524 0 0 LESLIE PLISKIN MD 0 215475 0 43629 0 23104 0 18135 0 28083 0 328426 0 0 TROY GARRETT MD 0 178392 0 2392 0 237 0 12877 0 26840 0 220738 0 0 TIM HINDMARSH MD 0 220050 0 1389 0 445 0 16311 0 25983 0 264178 0 0 LOUIS WEINSTEIN MD 0 259422 0 2583 0 17814 0 18346 0 18074 0 316239 0 0 LARRY A MULLINS DHA 578542 0 180000 0 507527 0 337878 0 22426 0 1626373 0 423905 0 DANIEL B SMITH 255799 0 25000 0 6650 0 18341 0 29359 0 335149 0 0 0 KIRK R GERNER 211068 0 25000 0 35175 0 18270 0 24784 0 314297 0 0 0 SHERYL HELMS 178304 0 20000 0 20582 0 24063 0 9579 0 252528 0 0 0 DOUGLAS BOYSEN 203654 0 20000 0 405 0 16760 0 29382 0 270201 0 0 0 DAWNELL BUELL 144225 0 3306 0 11826 0 10184 0 8865 0 178406 0 0 0 KELLY C KAISER 219520 0 25000 0 17851 0 18011 0 23984 0 304366 0 0 0 BECKY PAPE 207400 0 20000 0 23369 0 18515 0 28976 0 298260 0 0 0 DAVID G TRIEBES 262713 0 32689 0 13596 0 35144 0 25292 0 369434 0 0 0 STEVEN W JASPERSON 341732 0 20000 0 30833 0 33866 0 23417 0 449848 0 0 0 KEVIN EWANCHYNA MD 256054 0 30000 0 826 0 18159 0 25213 0 330252 0 0 0 PART I, LINE 1A IN CONNECTION WITH ITS EMPLOYEE WELLNESS PROGRAM, THE ORGANIZATION HAS A GYM REIMBURSEMENT BENEFIT THAT IS AVAILABLE TO ALL EMPLOYEES WHO WORK AT LEAST 32 HOURS PER MONTH. THE EMPLOYEE MUST ATTEND THE GYM FOR 6 CONSECUTIVE MONTHS, AT LEAST 50 TIMES, IN ORDER TO QUALIFY FOR REIMBURSEMENT. THIS GYM REIMBURSEMENT BENEFIT IS INCLUDED IN THE EMPLOYEE'S TAXABLE WAGES AND IS SUBJECT TO STATE/FEDERAL WITHHOLDING TAX. ONE BOARD MEMBER WHO IS ALSO AN EMPLOYEE OF A RELATED ORGANIZATION AND TWO HIGHEST PAID EMPLOYEES RECEIVED THE BENEFIT IN 2010. PART I, LINE 4B 4.B. THE ORGANIZATION MAINTAINS A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. UNDER THIS PLAN, LARRY A. MULLINS, DHA, ACCRUED DEFERRED COMPENSATION BENEFITS DURING 2010. HE ALSO RECEIVED A PAYMENT IN 2010 FROM THIS PLAN OF $423,905, WHICH IS INCLUDED IN HIS 2010 COMPENSATION ON SCHEDULE J AND FORM 990. THIS AMOUNT WAS ACCRUED IN PRIOR YEARS AND WAS ALSO INCLUDED IN COMPENSATION DISCLOSED IN PRIOR YEARS AS REQUIRED ON SCHEDULE J AND FORM 990. PART I, LINE 5 VARIOUS PHYSICIAN COMPENSATION METHODOLOGIES ARE UTILIZED AND, DEPENDING ON SPECIALTY, RELATIVE VALUE UNITS (RVU'S) MAY BE USED IN DETERMINING A PORTION OF OR ALL OF THEIR COMPENSATION. STATE OF OREGON - FACIL AUTHORITY 936001787 NONEAVAIL 2009-09-30 15800000 CONST. OF MEDICAL SCHOOL 0 0 0 STATE OF OREGON - FACIL AUTHORITY 936001787 68608JLL3 2010-03-17 122055000 HOSPITAL EXPANSION, EQUIPMENT 0 0 0 682416 15860878 283537 8512026 7065315 0 0 0 1 122052507 9989715 66501180 2086481 27816398 15658733 1 0 0 1 0 0 0 0 1 0.01800 0.01800 1 0 0 0 0 1 0.01700 0.00200 0.01900 1 0 1 0 0 0 0 0 0 0 0 1 0 ROBERT MULLINS FAM MBR, L. MULLINS 72605 EMP BY ORG 0 CITIZEN'S BANK L. ROTH, OFFICER 508104 LOAN PMTS 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS THOMAS CLARK AND LOUIS WEINSTEIN HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 4 A REFERENCE THAT STATES BOARD NOMINEES ARE SUBJECT TO THE REVIEW AND COMMENT OF THE EPISCOPAL CHURCH WAS REMOVED FROM THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE ORGANIZATION'S FINAL FORM 990 (INCLUDING REQUIRED SCHEDULES), AS ULTIMATELY FILED WITH THE IRS, WAS PROVIDED TO EACH VOTING MEMBER OF THE SAMARITAN HEALTH SERVICES (SHS) AUDIT AND COMPLIANCE COMMITTEE PRIOR TO ITS FILING WITH THE IRS. SHS'S CHIEF FINANCIAL OFFICER CONDUCTED THE FORM 990 REVIEW WITH THE COMMITTEE AND PROVIDED TIME FOR QUESTIONS FROM THE GROUP. A FORMAL REPORT OF THIS COMMITTEE HAS BEEN MADE TO THE FULL BOARD OF DIRECTORS OF SHS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBER CONFLICTS OF INTEREST: THE MEMBERS OF THE BOARD MUST ANNUALLY COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE, WHICH REQUIRES DISCLOSURE OF ANY CONFLICTS OR POTENTIAL CONFLICTS OF INTEREST. THE COMPLETED QUESTIONNAIRES ARE REVIEWED BY THE CHIEF FINANCIAL OFFICER AND CORPORATE COMPLIANCE OFFICER. IF A CONFLICT IS DISCLOSED THAT COULD PROHIBIT A MEMBER FROM SERVING ON THE BOARD, THIS IS EVALUATED BY THE AUDIT AND COMPLIANCE COMMITTEE OF THE SAMARITAN HEALTH SERVICES (SHS) BOARD OF DIRECTORS TO DETERMINE WHETHER THE MEMBER SHOULD CONTINUE TO SERVE ON THE BOARD. IF A CONFLICT IS DISCLOSED THAT DOES NOT PROHIBIT A MEMBER FROM SERVING ON THE BOARD, THE CONFLICT IS MANAGED THROUGH A PROCESS SET FORTH IN THE ORGANIZATION'S BYLAWS. THE BYLAWS PROHIBIT ANY BOARD MEMBER FROM VOTING ON AN ACTION WHERE AN INDIVIDUAL MEMBER HAS A CONFLICT OF INTEREST. EMPLOYEE CONFLICTS OF INTEREST: THE SHS CODE OF ETHICS AND CONDUCT POLICY REQUIRES THAT ALL SHS EMPLOYEES COMPLETE AN ANNUAL DISCLOSURE OF POTENTIAL CONFLICTS OF INTEREST. THROUGH THE HUMAN RESOURCES SOFTWARE, PERFORMANCE MANAGER, THE DISCLOSURE REQUIREMENT NOTICE IS ASSIGNED TO ALL EMPLOYEES AND BY YEAR END ALL TASKS ARE TO BE COMPLETED. IF THERE IS A PERCEIVED CONFLICT OF INTEREST IT IS REVIEWED BY THE CORPORATE COMPLIANCE OFFICER, LEGAL COUNSEL AND/OR SENIOR MANAGEMENT. ACTUAL CONFLICTS OF INTEREST ARE REVIEWED AND DISCUSSED BY THE AUDIT AND COMPLIANCE COMMITTEE OF THE SAMARITAN HEALTH SERVICES BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION COMMITTEE OF SAMARITAN HEALTH SERVICES, INC. ANNUALLY ENGAGES AN INDEPENDENT CONSULTANT TO ASSIST IT IN PROVIDING COMPARABLE MARKET DATA FOR THE CEO, WHO IS THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL. THIS ANALYSIS INCLUDES REGIONAL AND NATIONAL DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THIS INFORMATION IS USED BY THE COMPENSATION COMMITTEE IN ITS DELIBERATIONS REGARDING THE CEO'S COMPENSATION WHICH IS DOCUMENTED IN THE COMMITTEE'S MINUTES. THE CEO OF THE ORGANIZATION RELIES ON PUBLICLY AVAILABLE INFORMATION TO DETERMINE THE COMPENSATION FOR OTHER TOP MANAGEMENT OFFICIALS WITHIN THE ORGANIZATION. HE CONSULTS WITH THE INDEPENDENT CONSULTANT AS TO THE REASONABLENESS OF THIS DATA TO ENSURE THAT EACH TOP MANAGEMENT OFFICIAL'S COMPENSATION IS REASONABLE AS COMPARED TO SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. SYSTEM-WIDE SUMMARIZED DATA IS ALSO PROVIDED IN THE ANNUAL REPORT TO THE COMMUNITY. THIS REPORT IS MADE AVAILABLE IN ALL KIOSKS AND HIGH-TRAFFIC AREAS OF ALL HOSPITALS AND PHYSICIAN CLINICS, AS WELL AS COMMUNITY PLACES SUCH AS THE PUBLIC LIBRARY. IT IS ALSO DISTRIBUTED TO THE BOARDS OF DIRECTORS AND DIRECTLY MAILED TO DONORS AND NEW RESIDENTS IN THE COMMUNITY. ADDITIONALLY, THE REPORT IS MADE AVAILABLE AT ALL EVENTS, COMMUNITY OUTREACH PROJECTS, AND SCREENINGS ATTENDED THROUGHOUT THE YEAR. GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THOMAS CLARK, MD PART VII - COMPENSATION EXPLANATION DR. CLARK WORKED 40 HOURS PER WEEK FOR A RELATED ORGANIZATION. HIS COMPENSATION WAS PAID BY A RELATED ORGANIZATION FOR WORK DONE FOR THAT ORGANIZATION. LESLIE PLISKIN, MD PART VII - COMPENSATION EXPLANATION DR. PLISKIN WORKED 40 HOURS PER WEEK FOR A RELATED ORGANIZATION. HIS COMPENSATION WAS PAID BY A RELATED ORGANIZATION FOR WORK DONE FOR THAT ORGANIZATION. TROY GARRETT, MD PART VII - COMPENSATION EXPLANATION DR. GARRETT WORKED 40 HOURS PER WEEK FOR A RELATED ORGANIZATION. HIS COMPENSATION WAS PAID BY A RELATED ORGANIZATION FOR WORK DONE FOR THAT ORGANIZATION. TIM HINDMARSH, MD PART VII - COMPENSATION EXPLANATION DR. HINDMARSH WORKED 40 HOURS PER WEEK FOR A RELATED ORGANIZATION. HIS COMPENSATION WAS PAID BY A RELATED ORGANIZATION FOR WORK DONE FOR THAT ORGANIZATION. LOUIS WEINSTEIN, MD PART VII - COMPENSATION EXPLANATION DR. WEINSTEIN WORKED 40 HOURS PER WEEK FOR A RELATED ORGANIZATION. HIS COMPENSATION WAS PAID BY A RELATED ORGANIZATION FOR WORK DONE FOR THAT ORGANIZATION. LARRY A MULLINS, DHA PART VII - COMPENSATION EXPLANATION DR. MULLINS WORKED 40 HOURS PER WEEK FOR SEVERAL RELATED ORGANIZATIONS. HIS COMPENSATION WAS PAID BY THE FILING ORGANIZATION FOR WORK DONE FOR THE FILING ORGANIZATION AND SEVERAL RELATED ORGANIZATIONS. DANIEL B SMITH PART VII - COMPENSATION EXPLANATION MR. SMITH WORKED 40 HOURS PER WEEK FOR SEVERAL RELATED ORGANIZATIONS. HIS COMPENSATION WAS PAID BY THE FILING ORGANIZATION FOR WORK DONE FOR THE FILING ORGANIZATION AND SEVERAL RELATED ORGANIZATIONS. KELLY C. KAISER PART VII - COMPENSATION EXPLANATION MS. KAISER WORKED 40 HOURS PER WEEK FOR TWO RELATED ORGANIZATIONS. HER COMPENSATION WAS PAID BY THE FILING ORGANIZATION FOR WORK DONE FOR THE FILING ORGANIZATION AND TWO RELATED ORGANIZATIONS. BECKY PAPE PART VII - COMPENSATION EXPLANATION MS. PAPE WORKED 40 HOURS PER WEEK FOR A RELATED ORGANIZATION. HER COMPENSATION WAS PAID BY THE FILING ORGANIZATION FOR WORK DONE FOR THE FILING ORGANIZATION AND A RELATED ORGANIZATION. DAVID G. TRIEBES PART VII - COMPENSATION EXPLANATION MR. TRIEBES WORKED 40 HOURS PER WEEK FOR SEVERAL RELATED ORGANIZATIONS. HIS COMPENSATION WAS PAID BY THE FILING ORGANIZATION FOR WORK DONE FOR THE FILING ORGANIZATION AND SEVERAL RELATED ORGANIZATIONS. STEVEN W. JASPERSON PART VII - COMPENSATION EXPLANATION MR. JASPERSON WORKED 40 HOURS PER WEEK FOR A RELATED ORGANIZATION. HIS COMPENSATION WAS PAID BY THE FILING ORGANIZATION FOR WORK DONE FOR THE FILING ORGANIZATION AND ONE RELATED ORGANIZATION. KEVIN EWANCHYNA, MD PART VII - COMPENSATION EXPLANATION DR. EWANCHYNA WORKED 40 HOURS PER WEEK FOR SEVERAL RELATED ORGANIZATIONS. HIS COMPENSATION WAS PAID BY THE FILING ORGANIZATION FOR WORK DONE FOR THE FILING ORGANIZATION AND SEVERAL RELATED ORGANIZATIONS. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -119,707. INTERCOMPANY TRANSFERS -303,324. TOTAL TO FORM 990, PART XI, LINE 5: -423,031. 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