2026-08-11T15:09:58-05:00 2025-09-30 550538163 SUTTLE & STALNAKER PLLC 501 5TH AVENUE SUITE 1 HUNTINGTON WV 25701 990 2024-10-01 550357050 ST MARY'S MEDICAL CENTER INC STMA 3045268931 2900 FIRST AVENUE HUNTINGTON WV 257021271 ANGELA SWEARINGEN PRESIDENT 3045268931 2026-08-11 1 0 WADE NEWELL CPA P01051041 3045250301 2026-08-06 2024 2025-03-06 01:10:19Z ANGELA SWEARINGEN 2900 FIRST AVENUE HUNTINGTON WV 257021271 752812929 0 X WWW.ST-MARYS.ORG X 1924 WV TO MEET LIFETIME HEALTHCARE NEEDS OF THOSE SERVED 9 8 4671 155 0 0 16077414 5721670 679480167 719682252 1540431 886464 18479353 25208731 715577365 751499117 1091042 1461553 0 0 341874094 361988795 0 0 0 389788442 445885765 732753578 809336113 -17176213 -57836996 488603034 553871959 406032554 509146096 82570480 44725863 X WE ARE INSPIRED BY THE LOVE OF CHRIST TO PROVIDE QUALITY HEALTH CARE IN WAYS WHICH RESPECT THE GOD-GIVEN DIGNITY OF EACH PERSON AND THE SACREDNESS OF HUMAN LIFE. 0 0 643101784 120845 743185712 ST. MARY'S MEDICAL CENTER WAS ESTABLISHED IN 1924 AND, BASED ON THE CORE VALUES OF COMPASSION, HOSPITALITY, REVERENCE, TRUST, INTERDEPENDENCE, AND STEWARDSHIP, CONTINUES TO PROVIDE HIGH QUALITY HEALTHCARE SERVICES TO RESIDENTS OF HUNTINGTON, WEST VIRGINIA AND THE SURROUNDING AREA. SERVICES ARE PROVIDED WITHOUT REGARD TO THE PATIENT'S RACE, CREED, SEX, NATIONAL ORIGIN, AGE, OR HANDICAP. FURTHERMORE, WHILE REIMBURSEMENT FOR CARE PROVIDED IS CRUCIAL TO THE CONTINUED OPERATION OF ST. MARY'S MEDICAL CENTER, IT IS RECOGNIZED THAT CIRCUMSTANCES EXIST WHICH RENDER CERTAIN PARTIES UNABLE TO PAY FOR NEEDED SERVICES, AND NO PATIENT IS DENIED SERVICES DUE TO THE LACK OF ABILITY TO PAY. DURING THE FISCAL YEAR WHICH ENDED SEPTEMBER 30, 2025, ST. MARY'S MEDICAL CENTER PROVIDED 100,259 DAYS OF INPATIENT DAYS OF CARE AND TREATED AN ADDITIONAL 460,875 PATIENTS IN THE EMERGENCY AND OUTPATIENT SETTINGS. APPROXIMATELY 78% OF THE INPATIENTS SERVED WERE COVERED BY GOVERNMENTAL PROGRAMS, SUCH AS MEDICARE AND MEDICAID. A SIMILAR PERCENTAGE IS APPLICABLE TO OUTPATIENT SERVICES. SINCE CARE PROVIDED TO MEDICARE AND MEDICAID BENEFICIARIES IS SUBJECT TO CONTRACTUAL REIMBURSEMENT RESTRICTIONS, PAYMENT RECEIVED FOR SERVICES PROVIDED IS OFTEN SIGNIFICANTLY BELOW THE ACTUAL COST OF THE SERVICES. ST. MARY'S MEDICAL CENTER HAS ESTABLISHED CHARITY CARE POLICIES AND GUIDELINES, USED TO HELP IDENTIFY THOSE PATIENTS WHO GENUINELY DO NOT HAVE THE RESOURCES TO PAY FOR SERVICES RECEIVED. DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025, THE HOSPITAL PROVIDED APPROXIMATELY $2.6 MILLION DOLLARS IN CHARITY CARE SERVICES, REPRESENTING CARE PROVIDED AT REDUCED PRICES OR COMPLETELY FREE OF CHARGE. THESE SERVICES INCLUDE INPATIENT SERVICES, AN ADULT OUTPATIENT CLINIC, A HANDICAPPED CHILDREN'S CLINIC, AND A SPECIALTY PREGNANCY CLINIC. ALSO, ST. MARY'S MEDICAL CENTER EXCEEDS THE GUIDELINES ESTABLISHED FOR THE WEST VIRGINIA AD VALOREM STATUTE. 1635236 1340708 1506080 IN ADDITION TO THOSE PATIENTS WITHOUT THE WHEREWITHAL TO PAY FOR SERVICES RENDERED, WE ASSIST IN THE RELIEF OF BURDEN OF GOVERNMENT FOR SEVERAL PROGRAMS. A STRONG AUXILIARY (OPERATED AS A DEPARTMENT OF THE HOSPITAL) EXISTS, WHICH CONTRIBUTES HEAVILY TO THE ACTIVITIES OF SMMC. DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025, THE AUXILIARY CONTRIBUTED APPROXIMATELY $460,000 TO ST. MARY'S. IN ADDITION, VOLUNTEERS PROVIDED OVER 16,600 HOURS OF SERVICE VALUABLE TO PROMOTING THE MISSION AND ACTIVITIES OF THE HOSPITAL. 644737020 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 1 1 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 0 1 182 0 4671 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 1 1 X X ANGELA COBURN CPA 3045261580 2900 FIRST AVENUE HUNTINGTON WV 25702 GEOFF SHEILS SECRETARY/DIRECTOR 1.00 X X 0 0 0 JEFF LEABERRY MD CHAIR/DIRECTOR 2.00 X X 0 0 0 LLOYD JACKSON DIRECTOR 1.00 X 0 0 0 MICHAEL MISITI DIRECTOR 1.00 X 0 0 0 MARIE REDD DIRECTOR 1.00 X 0 0 0 TODD CAMPBELL TEASURER (CHAIR FINANCE) 2.00 X X 0 0 0 SISTER DANUTA PRZYBYLEK DIRECTOR 1.00 X 6694 0 4002 AUDY PERRY VICE CHAIR/DIRECTOR 2.00 X X 0 0 0 LOUISE SMITH DIRECTOR 1.00 X 0 0 0 ANGELA D SWEARINGEN PRESIDENT 45.00 X 540419 0 70113 DAVID M WARD MHN SENIOR VP & CFO - ENDED AUGUST 2025 1.00 45.00 X 0 621140 38293 KEVIN YINGLING MHN PRESIDENT & CEO - ENDED MARCH 2025 1.00 45.00 X 0 865245 46043 BRADLEY BURCK MHN VP CORP FDN & DNR PHIL - ENDED JULY 202 1.00 45.00 X 0 245357 55582 BRYON S RAYNES MHN EX OFFICIO PRESIDENT & CEO - STARTED MARCH 202 0.00 45.00 X 0 0 0 KRISTI ARROWOOD MHN INTERIM VP CORP FDN - STARTED JULY 2025 1.00 45.00 X 0 127422 42923 SHAWN BASTIN RIVERS HEALTH PRESIDENT 1.00 45.00 X 0 211389 26825 KEVIN BARR MHN INTERIM CFO 1.00 45.00 X 0 0 0 DAVID SHEILS VP SUPPORT SERVICES 45.00 X 241823 0 58060 AARON BLEVINS MHN CHIEF PHARMACY OFFICER 1.00 45.00 X 0 261237 63136 ROBERT KACZMARCZYK VP FINANCE 45.00 X 274550 0 58812 LARRY HUTCHISON VP MEDICAL AFFAIRS 45.00 X 449614 0 61098 HOYT J BURDICK MHN VP CMO 1.00 45.00 X 0 738135 49237 LISA C STUMP MHN CHIEF STRATEGY OFFICER - SYSTEM VP 1.00 45.00 X 0 395820 46093 PAUL E SMITH MHN CHIEF ADMIN OFFICER-ENDED 9/30/25 1.00 45.00 X 0 445711 52049 MELISSA E LEASURE MHN CHIEF LEGAL OFFICER - SYSTEM VP 1.00 45.00 X 0 388635 65042 EDUARDO PINO MHN CMIO 1.00 45.00 X 0 327279 45414 FAREED AZIZ MHN VP OF REVENUE CYCLE MGMT 1.00 45.00 X 0 232924 59174 CHADWICK SMITH MHN CHIEF POPULATION HEALTH OFFICER 1.00 45.00 X 0 390558 57984 SUSAN T ROBINSON MHN CHIEF HUMAN RESOURCES OFFICER - ENDED J 1.00 45.00 X 0 367978 28378 MARK A MORGAN MHN VP PHYS SERVICES 1.00 45.00 X 0 375681 54399 REGINA M CAMPBELL MHN CHIEF OPERATING OFFICER 1.00 45.00 X 0 484780 46043 DENNIS LEE MHN SYSTEM VP & CHIEF INFORMATION OFFICER 1.00 45.00 X 0 328458 50086 CHRISTOPHER HOFFMAN MHN VP OF ONCOLOGY SERVICES 1.00 45.00 X 0 261583 25247 BETH HAMMERS MHN CHIEF ENGAGEMENT OFFICER 1.00 45.00 X 0 370361 41400 CHAD S FISHER MHN VP OF ORTHOPEDICS 1.00 45.00 X 0 269395 31021 ANDY MULLINS MHN CHIEF NURSING OFFICER 45.00 X 271644 0 59582 LARRY DIAL MHN EX OFFICIO CPE & CHIEF CLINICAL OFFICER CT 1.00 45.00 X 0 850784 20700 MATTHEW WERTHAMMER MD NEUROSURGEON PHYSICIAN 45.00 X 2049811 0 55817 DWIGHT SAULLE MD NEUROSURGEON PHYSICIAN 45.00 X 2441462 0 55817 NEPAL CHOWDHURY MD PHYSICIAN 45.00 X 2839632 0 55817 NICOLAS PHAN SURGEON 1.00 45.00 X 0 1935061 20700 AAMIR CHEEMA PHYSICIAN 45.00 X 1838015 0 51159 10953664 10494933 1496046 10 0 1 0 UNIVERSITY PHYSICIANS AND SURGEONS 1600 MEDICAL CENTER DRIVE SUITE B5 HUNTINGTON WV 25701 MEDICAL 12164633 RIVER CITIES ANESTHESIA PO BOX 515 BARBOURSVILLE WV 25504 MEDICAL 11256996 QUALIVIS PO BOX 123847 DEPT 3847 DALLAS TX 75312 MEDICAL 10750192 CERNER HEALTH SERVICES INC PO BOX 959168 ST LOUIS MO 63195 COMPUTER 6930388 AMERGIS HEALTHCARE STAFFING 7227 LEE DEFOREST DR COLUMBIA MD 21046 MEDICAL 4392039 5 5721670 5721670 PATIENT SERVICE REVENUE 621990 686335178 686335178 PHARMACY REVENUE 456110 26353810 26353810 SCHOOL OF NURSING 611600 3126305 3126305 PURCHASE REBATES 900099 3004732 3004732 OTHER PROGRAM SERVICE REVENUE 900099 862227 862227 719682252 1103971 1103971 1347792 0 1347792 1347792 1347792 2500 220007 0 -220007 2500 -217507 -217507 199191 0 199191 199191 2311592 1093805 1217787 1217787 ALL OTHER REVENUE 900099 17180437 17180437 CAFETERIA SALES 722100 3718635 3718635 OTHER AFFILIATED ENTITIES 900099 1544889 1544889 22443961 751499117 744691792 0 1085655 X 1461553 1461553 2404578 1731296 673282 280452802 190611722 89841080 4361981 2966147 1395834 56383298 38340643 18042655 18386136 12502572 5883564 78414 78414 123215 123215 360000 360000 3146 3146 126733943 104428770 22305173 87681 59623 28058 5502888 3741964 1760924 -962305 -654367 -307938 26191810 17810431 8381379 258891 176046 82845 3473471 2361960 1111511 24148758 16421155 7727603 6483866 4409029 2074837 MEDICAL SUPPLIES 178543340 178543340 BAD DEBTS 32889779 32889779 PROVIDER TAX 26239145 26239145 15729723 10696212 5033511 809336113 644737020 164599093 0 266631 89602 23590945 41288341 102222454 95381543 16908452 16314477 4078201 1903896 370346922 120546226 226165174 249800696 3138758 10254030 10423996 2705592 2705592 102411555 132825058 488603034 553871959 188820115 141752805 -711471 10237138 217923910 357156153 406032554 509146096 X 82570480 44725863 82570480 44725863 488603034 553871959 X -57836996 -93899 -10776 20097054 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 55556 55556 0 PART II-B, LINE 1: THE HOSPITAL IS A MEMBER OF THE WEST VIRGINIA HOSPITAL ASSOCIATION (WVHA), THE CATHOLIC HEALTH ASSOCIATION OF THE UNITED STATES (CHA), AND THE AMERICAN HOSPITAL ASSOCIATION (AHA), WHICH ENGAGE IN LOBBYING ON BEHALF OF ITS MEMBERS. A PORTION OF THE DUES PAID TO WVHA, CHA, AND AHA HAVE BEEN ALLOCATED TO LOBBYING ACTIVITIES WHICH TOTALED $55,556. SPECIFIC INFORMATION REGARDING THE ADVOCACY AGENDAS OF THE ASSOCIATIONS CAN BE VIEWED ON THEIR WEBSITES, WVHA.ORG, CHAUSA.ORG, AND AHA.ORG. 9826586 9826586 166657253 47217045 119440208 188616691 72478855 116137836 5246392 850326 4396066 249800696 RIGHT-OF-USE ASSETS 30940109 OTHER RECEIVABLE 31844103 ESTIMATED THIRD-PARTY SETTLEMENTS 49536745 OTHER ASSETS 20504101 132825058 ACCRUED PENSION COSTS 26001309 DEFERRED SALARIES AND WAGES 3148727 GENERAL RESERVES 30051000 DUE TO AFFILIATE HOSPITAL 259400832 LEASE OBLIGATIONS 38554285 357156153 X PART X, LINE 2: MANAGEMENT ANNUALLY REVIEWS ITS TAX PROVISIONS AND HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS AT SEPTEMBER 30, 2025 AND 2024. BOOKS ARE FUN 46028 46028 BIRKINGSTOCK 44188 44188 5 108975 108975 199191 199191 199191 1 1 X 1 X 1 X 1 1 0 1 1 7360 769877 769877 0.00100 37603 113246147 100242165 13003982 0.01610 44963 114016024 100242165 13773859 0.01710 4 14535352 4860517 9674835 0.01200 2 561 242374 242374 0.00030 6 561 14777726 4860517 9917209 0.01230 6 45524 128793750 105102682 23691068 0.02940 1700 76475 76475 0.00010 52431 52431 0.00010 1700 128906 128906 0.00020 0 9637695 1927539 86052824 88922866 -2870042 X 1 1 1 THREE GABLES SURGERY OUTPATIENT HEALTH CARE 0.53270 0.46730 1 1 ST MARY'S MEDICAL CENTER INC 2900 FIRST AVENUE HUNTINGTON WV 25702 X X X X X URGENT CARE ST MARY'S MEDICAL CENTER 0 0 1 X X X X X X X X X 25 1 1 1 1 X HTTPS://WWW.ST-MARYS.ORG X 1 25 1 HTTPS://WWW.ST-MARYS.ORG 0 1 X 100.000000000000 200.000000000000 X X X X X 1 1 X X X X 1 X HTTPS://WWW.ST-MARYS.ORG/PATIENTS-AND-VISITORS/FINANCIAL-ASSISTANCE-POLICY X HTTPS://WWW.ST-MARYS.ORG/ASSETS/SMMC/DOCUMENTS/FAP/FINANCIAL-ASSISTANCE-AP X HTTPS://WWW.ST-MARYS.ORG/ASSETS/SMMC/DOCUMENTS/FAP/APPENDIX-B-PLAIN-LANGUA X X X X X X 1 X 0 X X X X 1 X 0 0 PART V, SECTION A: THIS FACILITY INCLUDES A SCHOOL OF NURSING, SCHOOL OF RESPIRATORY THERAPY, A SCHOOL OF MEDICAL IMAGING AND A CLINICAL PASTORAL EDUCATION PROGRAM. INTERNS AND RESIDENTS FROM MARSHALL UNIVERSITY SCHOOL OF MEDICINE ARE ALSO ASSIGNED AT THE HOSPITAL FOR THEIR CLINICAL ROTATIONS AS ARE STUDENTS IN COMMUNITY BASED PRACTICAL NURSING PROGRAMS. ST. MARY'S MEDICAL CENTER PART V, SECTION B, LINE 5: THE 2025 CHNA WAS LED BY A PLANNING COMMITTEE COMPOSED OF STAFF FROM CHH, SMMC, AND RH, WHO SERVED AS KEY CONNECTIONS BETWEEN THE ASSESSMENT PROCESS, THEIR ORGANIZATIONS, AND THE COMMUNITIES THEY SUPPORT.OUR RESEARCH PARTNERMARSHALL HEALTH NETWORK (MHN) CONTRACTED WITH BUILD COMMUNITY TO CONDUCT THE CHNA. BUILD COMMUNITY IS A WOMAN-OWNED BUSINESS THAT SPECIALIZES IN CONDUCTING STAKEHOLDER RESEARCH TO ILLUMINATE DISPARITIES AND UNDERLYING INEQUITIES AND TRANSFORM DATA INTO PRACTICAL AND IMPACTFUL STRATEGIES TO ADVANCE HEALTH AND SOCIAL WELL-BEING. BUILD COMMUNITY'S INTERDISCIPLINARY TEAM OF RESEARCHERS AND PLANNERS HAS WORKED WITH HUNDREDS OF HEALTH AND HUMAN SERVICE PROVIDERS AND THEIR PARTNERS TO REIMAGINE INITIATIVES AND ACHIEVE MEASURABLE IMPACT. LEARN MORE ABOUT THAT WORK AT BUILDCOMMUNITY.COM.COMMUNITY ENGAGEMENTCOMMUNITY ENGAGEMENT IS A KEY COMPONENT OF ASSESSING AND RESPONDING TO COMMUNITY HEALTH NEEDS. CHNA RESEARCH INCLUDED PARTICIPATION BY REPRESENTATIVES FROM THE CABELL-HUNTINGTON HEALTH DEPARTMENT, HEALTH AND SOCIAL SERVICE PROVIDERS, ADVOCACY AGENCIES, BUSINESS COMMUNITY REPRESENTATIVES, AND OTHER COMMUNITY PARTNERS. THESE INDIVIDUALS PROVIDED WIDE PERSPECTIVES ON HEALTH TRENDS, EXPERTISE ABOUT EXISTING COMMUNITY RESOURCES AVAILABLE TO MEET THOSE NEEDS, AND INSIGHTS INTO SERVICE DELIVERY GAPS THAT CONTRIBUTE TO HEALTH DISPARITIES.METHODOLOGYTHE 2025 PRIMARY AND SECONDARY RESEARCH WAS CONDUCTED FROM JANUARY TO MAY 2025 AND UTILIZED BOTH QUANTITATIVE DATA AND QUALITATIVE COMMUNITY INPUT TO IDENTIFY HEALTH TRENDS AND DISPARITIES IMPACTING RESIDENTS ACROSS THE 20-COUNTY SERVICE AREA OF WEST VIRGINIA AND SPANNING PARTS OF KENTUCKY AND OHIO.THIS RESEARCH PROVIDES A COMPREHENSIVE VIEW OF STATISTICAL HEALTH AND SOCIAL INDICATORS, COMBINED WITH COMMUNITY STAKEHOLDER FEEDBACK, TO DEVELOP A PROFILE OF REGIONAL HEALTH PRIORITIES. THESE FINDINGS WILL INFORM THE DELIVERY OF HEALTH CARE SERVICES, GUIDE HEALTH IMPROVEMENT INITIATIVES, SUPPORT ADVOCACY EFFORTS, AND SERVE AS A VALUABLE RESOURCE FOR GRANT MAKING AND PROGRAMMING BY HEALTH AND SOCIAL SERVICE PARTNERS.THE CHNA USED THE FOLLOWING RESEARCH METHODS TO IDENTIFY COMMUNITY HEALTH NEEDS: - ANALYSIS OF EXISTING SECONDARY DATA SOURCES, INCLUDING PUBLIC HEALTH STATISTICS, DEMOGRAPHIC AND SOCIOECONOMIC MEASURES, AND HEALTH CARE UTILIZATION DATA; - AN ONLINE KEY INFORMANT SURVEY WITH COMMUNITY REPRESENTATIVES TO GAIN INSIGHT INTO LOCAL HEALTH CHALLENGES AND OPPORTUNITIES FOR IMPROVEMENT; - FOCUS GROUPS WITH RESIDENTS AND HEALTH AND SOCIAL SERVICE AGENCIES TO EXPLORE THE IMPACT OF SOCIAL DETERMINANTS OF HEALTH AND IDENTIFY OPPORTUNITIES FOR COLLABORATIVE COMMUNITY HEALTH IMPROVEMENT; - PARTNER FORUMS WERE HELD IN HUNTINGTON AND POINT PLEASANT WITH HEALTH AND HUMAN SERVICE PROVIDERS TO SHARE CHNA DATA FINDINGS AND GATHER FEEDBACK TO COLLECTIVELY DEFINE CHALLENGES AND MEANINGFUL STRATEGIES FOR HEALTH IMPROVEMENT.A COMMUNITY-WIDE KEY INFORMANT SURVEY (KIS) WAS CONDUCTED ONLINE TO GATHER INSIGHTS FROM COMMUNITY REPRESENTATIVES ACROSS MHN'S SERVICE AREA REGARDING LOCAL HEALTH NEEDS AND OPPORTUNITIES FOR IMPROVEMENT. PARTICIPANTS INCLUDED HEALTH CARE AND SOCIAL SERVICE PUBLIC HEALTH PROFESSIONALS, CIVIC LEADERS, FAITH-BASED ORGANIZATIONS, POLICYMAKERS, ELECTED OFFICIALS, AND OTHERS REPRESENTING DIVERSE COMMUNITY GROUPS.A TOTAL OF 232 INDIVIDUALS COMPLETED THE SURVEY. WHILE THE NAMES OF RESPONDENTS ARE WITHHELD TO ENSURE CONFIDENTIALITY, A LIST OF PARTICIPATING ORGANIZATIONS AND TITLES IS PROVIDED.RESPONDENTS REPRESENTED COMMUNITIES THROUGHOUT MHN'S 20-COUNTY SERVICE AREA,WITH 60% SERVING CABELL COUNTY AND 28% SERVING MASON COUNTY-HOME TO CHH, SMMC, HFCH, AND RH RESPECTIVELY. ST. MARY'S MEDICAL CENTER PART V, SECTION B, LINE 6A: THE 2025 COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) WAS CONDUCTED AS A COLLABORATIVE EFFORT AMONG MARSHALL HEALTH NETWORK'S HOSPITALS: CABELL HUNTINGTON HOSPITAL (CHH), ST. MARY'S MEDICAL CENTER (SMMC), HOOPS FAMILY CHILDREN'S HOPSITAL (HFCH), AND RIVERS HEALTH (RH) ALONG WITH WIDE REPRESENTATION OF LOCAL AND REGIONAL PARTNERS. ST. MARY'S MEDICAL CENTER PART V, SECTION B, LINE 11: BACKGROUNDIN 2022, MHN CONDUCTED A SIMILAR CHNA AND DEVELOPED A SUPPORTING THREE-YEAR CHIP. BASED ON THE CHNA FINDINGS, MHN LEADERSHIP IDENTIFIED FIVE PRIORITY AREAS FOR THE REGION:- BEHAVIORAL HEALTH- SUBSTANCE USE DISORDER- CHRONIC DISEASE PREVENTION AND MANAGEMENT- AGING POPULATION- FOOD INSECURITYMHN INVESTED IN INTERNAL POPULATION HEALTH MANAGEMENT STRATEGIES AND PARTNERED WITH DIVERSE COMMUNITY ORGANIZATIONS ACROSS THE REGION TO FUND PROGRAMS AND INITIATIVES AIMED AT ADDRESSING THE IDENTIFIED PRIORITY AREAS. THE SYSTEM MEASURED CONTRIBUTIONS AND COMMUNITY IMPACT FROM THESE INVESTMENTS, AS OUTLINED IN THE FOLLOWING SECTIONS.BASED ON INSIGHTS GATHERED THROUGH THE KEY INFORMANT SURVEY, COMMUNITY SURVEY, PARTNER FORUM, AND TARGETED FOCUS GROUPS, MARSHALL HEALTH NETWORK (MHN) DEVELOPED A COMPREHENSIVE THREE-YEAR COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP) TO GUIDE COMMUNITY BENEFIT AND POPULATION HEALTH EFFORTS ACROSS ITS SERVICE AREA. THIS COLLABORATIVE, DATA-DRIVEN PLAN REFLECTS BOTH LONGSTANDING CHALLENGES AND EMERGING PRIORITIES IDENTIFIED IN THE 2025 COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA).THE CHIP PRIORITIZES FIVE KEY AREAS: SUBSTANCE USE, MENTAL HEALTH, DIABETES AND OBESITY, GERONTOLOGY AND HEALTHY AGING, AND RURAL HEALTH AND PRIMARY CARE.THESE FOCUS AREAS REFLECT THE MOST PRESSING NEEDS ACROSS THE SERVICE REGION AND WILL GUIDE MHN'S WORK IN ADDRESSING HEALTH DISPARITIES, ENHANCING ACCESS TO CARE, AND IMPROVING OVERALL COMMUNITY HEALTH OUTCOMES. IN ADDITION, MHN RECOGNIZES THE SIGNIFICANT IMPACT OF RACIAL AND ETHNIC DISPARITIES ON HEALTH OUTCOMES. EACH PRIORITY AREA WITHIN THE CHIP INCORPORATES STRATEGIES AIMED AT ADVANCING EQUITY, REDUCING GAPS IN ACCESS TO CARE, AND ADDRESSING THE UNIQUE CHALLENGES FACED BY DIVERSE POPULATIONS ACROSS OUR SERVICE AREA.BUILDING ON THE FOUNDATION OF PRIOR INITIATIVES, THE CHIP ESTABLISHES SYSTEM-WIDE PRIORITY AREAS AND GOALS, SUPPORTED BY HOSPITAL-SPECIFIC STRATEGIES THAT LEVERAGE THE UNIQUE STRENGTHS, RESOURCES, AND PARTNERSHIPS OF EACH MHN FACILITY. THROUGH THIS COORDINATED APPROACH, MHN AIMS TO ACHIEVE MEASURABLE, SUSTAINABLE IMPROVEMENTS IN THE HEALTH AND WELL-BEING OF THE COMMUNITIES IT SERVES.PRIORITY AREA: BEHAVIORAL HEALTHGOAL: STRENGTHEN COMMUNITY EFFORTS THAT BUILD EMOTIONAL AND MENTAL RESILIENCE WHILE IMPROVING ACCESS TO BEHAVIORAL HEALTH PREVENTION, EARLY INTERVENTION, AND TREATMENT SERVICES.OBJECTIVE: INCREASE AWARENESS AND EDUCATION TO ENCOURAGE TREATMENT AND MANAGEMENT OF BEHAVIORAL HEALTH ISSUES.STRATEGIES: SUPPORT, PROMOTE AND PARTICIPATE IN COMMUNITY BEHAVIORAL HEALTH AWARENESS AND TRAINING EFFORTS.PROVIDE CULTURALLY SENSITIVE EDUCATION AND OUTREACH TO UNDERSERVED RACIAL AND ETHNIC GROUPS.CONDUCT SCREENINGS IN HEALTH CARE SETTINGS TO IDENTIFY INDIVIDUALS WITH BEHAVIORAL HEALTH CONDITIONS.PROVIDE FREE SUPPORT GROUPS, SUCH AS NAVIGATING GRIEF AND PERINATAL BEREAVEMENT.OBJECTIVE: PROMOTE WELLNESS AND RESILIENCE INITIATIVES THAT PROTECT FROM AND OFFSET RISK FACTORS FOR BEHAVIORAL HEALTH ISSUES.STRATEGIES: STRENGTHEN AND SUPPORT COMMUNITY ORGANIZATIONS PROVIDING YOUTH MENTORSHIP, SENIOR PROGRAMMING, RELATIONSHIP-BUILDING, AND SOCIAL EMOTIONAL LEARNING OPPORTUNITIES.CABELL HUNTINGTON HOSPITAL (CHH) -SPECIFIC STRATEGIES: CONTINUE TO PROVIDE THE HOOPS FAMILY CHILDREN'S HOSPITAL CHILD ADVOCACY CENTER, DEDICATED TO OFFERING CHILDREN AND FAMILIES WITH COMPASSIONATE CARE TO REDUCE THE TRAUMA OFTEN EXPERIENCED BY CHILDREN WHO ARE VICTIMS OF ABUSE.ST. MARY'S MEDICAL CENTER (SMMC) - SPECIFIC STRATEGIES: SUPPORT THE COMPASS PROGRAM AND CITY OF HUNTINGTON FIRST RESPONDERS WITH AN EMPLOYEE ASSISTANCE PROGRAM (EAP) TO STRENGTHEN THE ABILITY OF FIRST RESPONDERS TO DEAL WITH HIGH-STRESS SITUATIONS AND BUILD RESILIENCY TO PROCESS ANY EFFECTS OF THAT STRESS.RIVERS HEALTH (RH) - SPECIFIC STRATEGIES: PARTNER WITH AREA SCHOOLS AND CONTINUE LEADING THE MASON COUNTY COMPREHENSIVE HEALTHY KIDS PROGRAM TO PROVIDE YOUTH BEHAVIORAL HEALTH EDUCATION AND RESILIENCE ACTIVITIES AND SUPPORT SERVICE REFERRALS.OBJECTIVE: IMPROVE ACCESS TO BEHAVIORAL HEALTH SERVICES.STRATEGIES: EXPAND ACCESS TO BEHAVIORAL HEALTH SERVICES THROUGH TELEHEALTH APPLICATIONS. CABELL HUNTINGTON HOSPITAL (CHH)-SPECIFIC STRATEGIES: COORDINATE SERVICE DELIVERY WITH PRESTERA CENTER FOR MENTAL HEALTH SERVICE, SPECIALIZING IN HELPING INDIVIDUALS WHO HAVE A DUAL DIAGNOSIS OF BEHAVIORAL HEALTH AND SUD.PRIORITY AREA: DIABETES AND OBESITYGOAL: IMPROVE HEALTH AND QUALITY OF LIFE BY EXPANDING ACCESS TO HEALTHCARE, NUTRITION, AND SUPPORT SERVICES THAT HELP PREVENT AND MANAGE DIABETES AND OBESITY.OBJECTIVE: IDENTIFY AND ADDRESS GAPS IN SERVICES AND EDUCATION THAT IMPACT HEALTH AND DAILY LIVING NEEDS.STRATEGIES: SUPPORT, PROMOTE, AND PARTICIPATE IN COMMUNITY HEALTH EVENTS, INCLUDING FREE OR DISCOUNTED SCREENINGS AND SUPPORT GROUPS.CONTINUE SUPPORT OF COMMUNITY AGENCIES SUCH AS HUNTINGTON AREA YMCA, THAT OFFER WELLNESS PROGRAMMING.EXPAND NUTRITION AND WELLNESS PROGRAMMING TAILORED TO THE NEEDS OF DIVERSE COMMUNITIES.CABELL HUNTINGTON HOSPITAL (CHH) -SPECIFIC STRATEGIES: COLLABORATE WITH MARSHAL HEALTH CHERTOW DIABETES CENTER TO PROVIDE PATIENT EDUCATION, A DIABETES SUPPORT GROUP, DIABETES EXERCISE CENTER, AND OTHER RESOURCES FOR PATIENTS WITH DIABETES.ST. MARY'S MEDICAL CENTER (SMMC) -SPECIFIC STRATEGIES: PROVIDE PATIENT DIABETES EDUCATION, NUTRITION COUNSELING AND DISEASE MANAGEMENT.RIVERS HEALTH (RH)-SPECIFIC STRATEGIES: PROVIDE DIABETIC AND WEIGHT LOSS EDUCATION, LED BY A REGISTERED DIETITIAN. CONTINUE OPERATION OF THE WELLNESS CENTER, OFFERING FITNESS AND WELLNESS CLASSES FOR THE COMMUNITY.PRIORITY AREA: GERONTOLOGY & HEALTHY AGINGGOAL: IMPROVE QUALITY OF LIFE FOR OLDER ADULTS BY INCREASING AGING IN PLACE SUPPORTS, COMMUNITY BUILDING INITIATIVES AND HEALTHCARE FOR AGING RESIDENTS.OBJECTIVE: PROMOTE WELLNESS AND RESILIENCE INITIATIVES THAT HELP SUPPORT RISK FACTORS FOR SENIORS (65+) FOR BEHAVIORAL HEALTH ISSUES, SUBSTANCE USE DISORDER AND CHRONIC HEALTH DISEASES.STRATEGIES: CONTINUE TO EXPAND REMOTE ACCESS TO SENIOR WELLNESS SERVICES THROUGH TELEHEALTH AND DIGITAL CONNECTIONS.EXPLORE PARTNERSHIPS WITH SENIOR CENTERS AND OTHER ELDER SERVICE PROVIDERS TO PROVIDER OLDER ADULT ENGAGEMENT AND SOCIAL CONNECTIVITY OPPORTUNITIES.OBJECTIVE: IMPROVE ACCESS TO HEALTH CARE SERVICES FOR THE SENIOR POPULATION, INCLUDING BEHAVIORAL HEALTH SERVICES, SUD SERVICES, WELLNESS VISITS, PRIMARY CARE VISITS AND OTHER CHRONIC DISEASE PREVENTION AND MANAGEMENT SERVICES.STRATEGIES: UTILIZE RESOURCES OF ORGANIZATIONS SUCH AS FAITHHEALTH APPALACHIA AND CATHOLIC CHARITIES, SERVING AS A CONNECTION BETWEEN SOCIAL SERVICES, FAITH-BASED ORGANIZATIONS, MEDICAL FACILITIES, AND OTHER KEY LEADERS TO MEET THE SOCIAL DETERMINANTS OF HEALTH NEEDS OF SENIORS (65+), SUCH AS FOOD INSECURITY, MALNUTRITION, HOUSING, AND TRANSPORTATION NEEDS AND SOCIAL ISOLATION.PRIORITY AREA: RURAL HEALTH AND PRIMARY CAREGOAL: IMPROVE ACCESS TO TIMELY, QUALITY HEALTHCARE AND ESSENTIAL RESOURCES THAT SUPPORT THE HEALTH AND WELLBEING OF RURAL RESIDENTS.OBJECTIVE: INCREASE ACCESS TO TRADITION AND ALTERNATIVE (COMMUNITY- AND TECHNOLOGY-BASED) PLACES PEOPLE CAN ACCESS HEALTH CARE.STRATEGIES: CONTINUE TO SUPPORT EBENEZER MEDICAL OUTREACH, A FULL-SERVICE MEDICAL CLINIC PROVIDING ACCESS TO FREE, COMPREHENSIVE HEALTH CARE TO FINANCIALLY ELIGIBLE CLIENTS.ADDRESS RACIAL DISPARITIES IN RURAL ACCESS BY SUPPORTING COMMUNITY-BASED CLINICS SERVING MINORITY POPULATIONS.CONTINUE TO SUPPORT FAITHHEALTH APPALACHIA.ENHANCE ACCESS TO HOME-BASED CARE SERVICES THROUGH HOME HEALTH, TRANSITIONAL CARE, AND OTHER IN-HOME SERVICE ARRANGEMENTS.EXPEND NEW PRIMARY CARE SITE LOCATIONS ACROSS THE REGION, AND PARTNERSHIP OPPORTUNITIES WITH LOCAL COMMUNITY-BASED ORGANIZATIONS TO CO-LOCATE SOCIAL SERVICES.EXPAND EQUITABLE ACCESS TO TELEHEALTH VISITS AND PROVIDE ALTERNATIVE MEANS OF CONNECTION FOR THOSE WITHOUT ACCESS TO BROADBAND OR SMARTPHONE SERVICES.CABELL HUNTINGTON HOSPITAL (CHH)-SPECIFIC STRATEGIES: PARTNER WITH MARSHALL HEALTH VIA CHH HOME CARE MEDICINE TO PROVIDE PRE-CAND POST-ACUTE HOME CARE FOR HOMEBOUND PATIENTS AGE 18 OR OVER THROUGHOUT THE TRI-STATE REGION. 10 1 - ST MARY'S FAMILY CARE 147 WILLOW TREE WAY HURRICANE WV 25526 OUPATIENT CLINIC 2 - HIMG EAR NOSE AND THROAT 5170 US ROUTE 60 EAST HUNTINGTON WV 25705 OUPATIENT CLINIC 3 - ST MARY'S FAMILY CARE 1408 CAMPBELL DRIVE IRONTON OH 45638 OUPATIENT CLINIC 4 - HIMG-AUDIOLOGY 5170 US ROUTE 60 EAST HUNTINGTON WV 25705 OUPATIENT CLINIC 5 - ULTIMATE PLASTICS AND RECONSTRUCTIVE 5170 US ROUTE 60 EAST HUNTINGTON WV 25705 OUPATIENT CLINIC 6 - ST MARY'S HIMG LLC 1290 MONTGOMERY AVE SUITE 1 ASHLAND KY 41101 OUPATIENT CLINIC 7 - ST MARY'S MEDICAL MANAGEMENT 38 HOSPITAL DRIVE SUITE G-B LOGAN WV 25601 OUPATIENT CLINIC 8 - ST MARY'S MEDICAL MANAGEMENT 414 GREENWAY AVE SUITE 100 SOUTH CHARLESTON WV 25309 OUPATIENT CLINIC 9 - SCOTT ORTHOPEDIC CENTER 2828 FIRST AVE SUITE 400 HUNTINGTON WV 25702 OUPATIENT CLINIC 10 - ST MARY'S MEDICAL MANAGEMENT 2420 JEFFERSON AVE SUITE 100 POINT PLEASANT WV 25550 OUPATIENT CLINIC PART I, LINE 3C: ELIGIBILITY IS DETERMINED BY COMPARING HOUSEHOLD FAMILY INCOME AGAINST THE INCOME POVERTY GUIDELINES FOR FINANCIAL INDIGENCE, A RATIO OF TOTAL MEDICAL EXPENSES TO ANNUAL DISPOSABLE INCOME FOR MEDICAL INDIGENCE. INCOME IS DEFINED AS THE TOTAL ANNUAL CASH RECEIPTS BEFORE TAXES FROM ALL SOURCES.FINANCIALLY INDIGENT: UNCOMPENSATED CARE SHALL INCLUDE UNREIMBURSED SERVICES TO THE FINANCIALLY INDIGENT. FINANCIALLY INDIGENT SHALL MEAN UNINSURED OR UNDERINSURED PATIENTS ACCEPTED FOR CARE WITH NO OBLIGATION OR A DISCOUNTED OBLIGATION TO PAY FOR SERVICES RENDERED BASED ON THE MEDICAL CENTER'S ELIGIBILITY SYSTEM WHICH MAY INCLUDE:(A) INCOME LEVELS AND MEANS TESTING OR OTHER CRITERIA FOR DETERMINING A PATIENT'S INABILITY TO PAY; OR B) OTHER CRITERIA FOR DETERMINING A PATIENT'S INABILITY TO PAY THAT ARE CONSISTENT WITH THE MEDICAL CENTER'S MISSION AND ESTABLISHED POLICY. THE FEDERAL POVERTY LEVEL SHALL SERVE AS AN INDEX FOR THE THRESHOLD BELOW WHICH PATIENTS RECEIVING CARE AT ST. NARY'S MEDICAL CENTER ARE DEEMED FINANCIALLY INDIGENT. FINANCIALLY INDIGENT SERVICES INCLUDE NONCOVERED SERVICES FOR PATIENTS ELIGIBLE FOR THE MEDICAID PROGRAM, SERVICES PROVIDED UNDER COUNTY INDIGENT CARE CONTRACTS, AND OTHER STATE OR FEDERAL ASSISTANCE PROGRAMS FOR LOW INCOME GROUPS. MEDICALLY INDIGENT: UNCOMPENSATED CARE SHALL INCLUDE UNREIMBURSED SERVICES TO THE MEDICALLY INDIGENT. MEDICALLY INDIGENT SHALL MEAN PATIENTS WHO ARE RESPONSIBLE FOR THEIR LIVING EXPENSES, BUT WHOSE MEDICAL AND HOSPITAL BILLS, AFTER PAYMENT BY THIRD PARTY PAYERS, WHERE APPLICABLE, EXCEED: (A) A SPECIFIED PERCENTAGE OF THE PATIENT'S ANNUAL GROSS INCOME (I.E.,CATASTROPHIC MEDICAL EXPENSES) IN ACCORDANCE WITH THE MEDICAL CENTER'S FORMAL ELIGIBILITY SYSTEM IN SUCH INSTANCES WHERE PAYMENT WOULD REQUIRE LIQUIDATION OF ASSETS CRITICAL TO LIVING OR EARNING A LIVING; OR (B) THE CRITERIA FOR DETER14INING A PATIENT'S INABILITY TO PAY. WHILE FINANCIAL INDIGENCE IS BASED STRICTLY ON AN INCOME LEVEL, MEDICAL INDIGENCE CONSIDERS BOTH INCOME AND THE FINANCIAL OBLIGATION FOR HEALTHCARE SERVICES TO CALCULATE THE PATIENT'S ABILITY TO PAY WITHOUT LIQUIDATING ASSETS CRITICAL TO LIVING OR EARNING A LIVING, SUCH AS A HOME, CAR, PERSONAL BELONGINGS, ETC. THEREFORE, PATIENTS ARE CONSIDERED FOR MEDICALLY INDIGENT STATUS ON A CASE BY CASE BASIS. THE PATIENT WOULD BE REQUIRED TO PROVIDE DOCUMENTATION OF INCOME TO DETERMINE IF HE/SHE IS TO BE CONSIDERED MEDICALLY INDIGENT. ALL PATIENTS ARE ELIGIBLE TO BE CONSIDERED FOR MEDICALLY INDIGENT STATUS WITH THE EXCEPTION OF PATIENTS WITH INCOME BELOW 200% OF THE FEDERAL POVERTY LEVEL AS THESE PATIENTS ARE CONSIDERED FOR SOME LEVEL OF UNCOMPENSATED CARE UNDER THE FINANCIALLY INDIGENT CATEGORY. PART I, LINE 7: THE COST TO CHARGE RATIO AS CALCULATED FROM WORKSHEET 2 OF THE SCHEDULE H INSTRUCTIONS WAS USED TO DETERMINE COMMUNITY BENEFIT EXPENSES FOR FINANCIAL ASSISTANCE AT COST AND MEDICAID.THE AMOUNT OF CASH AND IN-KIND CONTRIBUTIONS FOR COMMUNITY GROUPS WAS OBTAINED FROM THE HOSPITAL'S ACCOUNTING RECORDS.PART I, LINE 7, COLUMN (F)THE BAD DEBT EXPENSE INCLUDED ON FORM 990, PART IX, LINE 24(B), BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN. PART III, LINE 9B: THE HOSPITAL PROVIDES CARE TO PATIENTS WHO MEET SPECIFIC CRITERIA, DEFINED BY ITS CHARITY CARE POLICY, WITHOUT CHARGE OR AT AMOUNTS LESS THAN THE RATES APPROVED BY THE WEST VIRGINIA HEALTH CARE AUTHORITY. BECAUSE THE HOSPITAL DOES NOT PURSUE COLLECTION OF AMOUNTS DETERMINED TO QUALIFY AS CHARITY CARE, SUCH AMOUNTS ARE NOT REPORTED AS REVENUE. PART VI, LINE 2: THE HOSPITAL ASSESSES THE HEALTH CARE NEEDS OF THE COMMUNITIES IT SERVES BY CONDUCTING A NEEDS ASSESSMENT AND CONSULTING WITH HEALTHCARE PROVIDERS SUCH AS MARSHALL UNIVERSITY JOAN C. EDWARDS SCHOOL OF MEDICINE AND VARIOUS COMMUNITY AGENCIES. THE 2025 COMMUNITY NEEDS ASSESSMENT WAS CONDUCTED AS A COLLABORATIVE EFFORT AMONG MARSHALL HEALTH NETWORK'S (MHN) HOSPITALS: CABELL HUNTINGTON HOSPITAL (CHH), ST. MARY'S MEDICAL CENTER (SMMC), HOOPS FAMILY CHILDREN'S HOSPITAL (HFCH), AND RIVERS HEALTH (RH) ALONG WITH WIDE REPRESENTATION OF LOCAL AND REGIONAL PARTNERS. COMMUNITY INPUT TO IDENTIFY HEALTH TRENDS AND DISPARITIES IMPACTING RESIDENTS WAS COLLECTED FROM ACROSS A 20-COUNTY SERVICE AREA OF WEST VIRGINA AND SPANNING PARTS OF KENTUCKY AND OHIO. THE GOAL OF THIS COLLABORATION WAS TO IDENTIFY COMMON AND UNIQUE CHALLENGES ACROSS THE SERVICE AREA AND ALIGN HEALTH IMPROVEMENT STRATEGIES. THE MHN SYSTEM IS COMMITTED TO ADVANCING INITIATIVES AND COMMUNITY COLLABORATION TO SUPPORT THE ISSUES IDENTIFIED THROUGH THE CHNA. MHN SEEKS TO MOBILIZE ITS RESOURCES AND ACTIVITIES TO IMPROVE THE MOST PRESSING AND CROSS-CUTTING HEALTH NEEDS WITHIN OUR COMMUNITY. THE CURRENT NEEDS ASSESSMENT CAN BE FOUND ON THE WEBSITE, HTTPS://ST-MARYS.ORG. MHN WILL FOCUS EFFORTS ON THE FOLLOWING COMMUNITY HEALTH PRIORITIES OVER THE NEXT THREE-YEAR CYCLE: - ADDICTION - BEHAVIORAL HEALTH - GERONTOLOGY AND HEALTHY AGING - OBESITY AND DIABETES - RURAL HEALTH AND PRIMARY CARE PART VI, LINE 3: SMMC EMPLOYS A VARIETY OF METHODS TO REACH PATIENTS WITH INFORMATION ABOUT FINANCIAL ASSISTANCE, INCLUDING:* FINANCIAL ASSISTANCE POSTERS ARE DISPLAYED IN ALL EMERGENCY, ADMITTING, OUTPATIENT, AND CLINIC AREAS THAT INCLUDE A PHONE NUMBER TO CALL FOR FINANCIAL ASSISTANCE COUNSELING.* HOSPITAL DEPARTMENTS THAT HAVE INITIAL CONTACT WITH INCOMING INPATIENTS AND OUTPATIENTS ARE SUPPLIED WITH BROCHURES ABOUT FINANCIAL ASSISTANCE FOR DISTRIBUTION TO PATIENTS AND FAMILY MEMBERS.* THE HOSPITAL EMPLOYS TRAINED FINANCIAL ASSISTANCE COUNSELORS WHO WORK INDIVIDUALLY WITH PATIENTS TO ASSESS FINANCIAL NEED AND RECOMMEND APPROPRIATE ASSISTANCE SUCH AS APPLICATION FOR FEDERAL AND/OR STATE PROGRAMS; QUALIFICATION FOR CHARITY CARE; DETERMINATION OF AUTOMATIC DISCOUNTS AND/OR FURTHER REDUCTIONS IN CHARGES; AND SETTING UP LONG-TERM FINANCIAL ARRANGEMENTS. THE HOSPITAL PUBLISHES FINANCIAL ASSISTANCE INFORMATION, INCLUDING THE FAP POLICY, ON THE INTERNET HOME PAGE. PART I, LINE 6A: MARSHALL HEALTH NETWORK, INC. (MHN) SERVES AS THE SOLE CORPORATE MEMBER OF CABELL HUNTINGTON HOSPITAL, INC.; ST. MARY'S MEDICAL CENTER, INC.; PLEASANT VALLEY HOSPITAL, INC. D/B/A RIVERS HEALTH; AND UNIVERSITY PHYSICIANS & SURGEONS, INC. D/B/A MARSHALL HEALTH. MHN IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, AND ANY CORRESPONDING PROVISIONS OF FUTURE INTERNAL REVENUE LAWS. MHN IS CLASSIFIED AS A SUPPORTING ORGANIZATION DESCRIBED IN SECTION 509(A)(3) OF THE CODE AND EXISTS TO OPERATE EXCLUSIVELY FOR THE BENEFIT OF, PERFORM THE FUNCTIONS OF, AND FURTHER THE CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES OF ITS SUPPORTED ORGANIZATIONS, INCLUDING THEIR RELATED ORGANIZATIONS. AS THE SOLE CORPORATE MEMBER OF THESE ENTITIES, MHN PROVIDES GOVERNANCE, OVERSIGHT, AND SHARED SERVICES NECESSARY TO ADVANCE AND SUPPORT THE MISSIONS OF ITS SUPPORTED ORGANIZATIONS. THIS INCLUDES THE PUBLICATION OF THE COMMUNITY BENEFITS REPORT ON ITS WEBSITE. THIS PUBLICATION IS CALLED LEADING EDGE. IN ADDITION TO THE LEADING EDGE PUBLICATION, THE HOSPITAL'S FORM 990 INCLUDES COMMUNITY BENEFIT DETAILS ON SCHEDULE H AND IS MADE AVAILABLE TO THE PUBLIC VIA GUIDESTAR AND COPIES ARE AVAILABLE UPON REQUEST. PART III, LINE 2: BAD DEBT EXPENSE WAS ESTIMATED USING A COST-TO-CHARGE RATIO DERIVED FROM WORKSHEET 2 OF THE SCHEDULE H INSTRUCTIONS. PART III, LINE 3: BASED ON HISTORICAL INFORMATION, APPROXIMATELY 20% OF BAD DEBT EXPENSE AT COST IS ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE HOSPITAL'S FINANCIAL ASSISTANCE POLICY. PART III, LINE 4: THE TEXT OF THE FOOTNOTE READS AS FOLLOWS: "THE SYSTEM PROVIDES CARE TO PATIENTS WHO MEET CERTAIN CRITERIA UNDER ITS CHARITY CARE POLICY WITHOUT CHARGE OR AT AMOUNTS LESS THAN ITS ESTABLISHED RATES. BECAUSE THE SYSTEM DOES NOT PURSUE COLLECTION OF AMOUNTS DETERMINED TO QUALIFY AS CHARITY CARE, SUCH AMOUNTS ARE NOT REPORTED AS A COMPONENT OF NET PATIENT SERVICE REVENUES OR PATIENT ACCOUNTS RECEIVABLE (NOTE 4)." THE SYSTEM HAS NOT CHANGED ITS CHARITY CARE OR UNINSURED DISCOUNT POLICIES DURING FISCAL YEARS 2025 OR 2024. PART III, LINE 8: MEDICARE COSTS WERE OBTAINED FROM THE HOSPITAL'S MEDICARE COST REPORT. PART VI, LINE 4: ACCORDING TO OUR MOST RECENT CHNA, MHN AND ITS HOSPITALS PRIMARILY SERVES 20 COUNTIES ACROSS WEST VIRGINIA, EASTERN KENTUCKY, AND SOUTHERN OHIO. FOR THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA), MHN FURTHER DEFINES ITS PRIMARY SERVICE AREA BASED ON INPATIENT VOLUMES FOR CHH, SMMC, AND RH. THE SERVICE AREA INCLUDES 56 ZIP CODES IN AND AROUND HUNTINGTON AND POINT PLEASANT, WEST VIRGINIA.FROM 2010 TO 2023, THE MHN SERVICE AREA SAW A POPULATION DECLINE OF 6.24% COMPARED TO THE POPULATION GROWTH OF NEARLY 10% IN THE US OVERALL. WEST VIRGINIA ALSO SAW A POPULATION DECLINE OF 3.06%, WHILE KENTUCKY AND OHIO SAW MODERATE POPULATION GROWTH OF APPROXIMATELY 2-5%.CONSISTENT WITH STATE AND NATIONAL BENCHMARKS, POPULATION GROWTH WITHIN THE MHN SERVICE AREA OCCURRED EXCLUSIVELY AMONG NON-WHITE INDIVIDUALS. OF NOTE, THE BLACK/AFRICAN AMERICAN POPULATION ALSO DECLINED (0.1%) IN THE MHN SERVICE AREA, CONTRARY TO STATE TRENDS.FROM 2010 TO 2023, THE WHITE POPULATION DECLINED 2.1%. THE LARGEST POPULATION GROWTH WAS SEEN AMONG MULTIRACIAL INDIVIDUALS (1.9%). DESPITE INCREASING DIVERSITY, THE MHN SERVICE AREA AND THE TRI-STATE REGION OVERALL CONTINUE TO REFLECT A MAJORITY WHITE POPULATION.HEALTH NEEDS CHANGE AS INDIVIDUALS AGE. THEREFORE, THE AGE DISTRIBUTION OF A COMMUNITY IMPACTS ITS SOCIAL AND HEALTH CARE NEEDS. THE AGE DISTRIBUTION OF THE MHN SERVICE AREA IS SIMILAR TO WEST VIRGINIA OVERALL WHICH IS OLDER THAN THE NATION. APPROXIMATELY 20.5% OF SERVICE AREA RESIDENTS ARE AGED 65 OR OLDER COMPARED TO 16.8% NATIONWIDE.THE PROPORTION OF OLDER ADULT RESIDENTS INCREASED ACROSS THE MHN SERVICE AREA, TRI-STATE REGION AND THE NATION SINCE THE 2022 CHNA. NATIONALLY, AMONG OLDER ADULTS AGED 65 OR OLDER, THE 65-74 AGE CATEGORY IS THE FASTEST GROWING DEMOGRAPHIC, LARGELY DUE TO THE AGING BABY BOOMER GENERATION (65+).CONSISTENT WITH THE NATION, THE BIRTH RATE DECLINED ACROSS THE TRI-STATE SINCE THE 2022 CHNA. THE TRI-STATE HAS A SIMILAR OR LOWER RATE OF BIRTH THAN THE NATION, WITH THE HIGHEST RATE OF BIRTH IN KENTUCKY.CONSISTENT MATERNAL AND INFANT HEALTH NEEDS ACROSS THE TRI-STATE INCLUDE TEEN BIRTHS AND SMOKING DURING PREGNANCY. THE TEEN BIRTH RATE IS HIGHER IN ALL THREE STATES COMPARED TO THE NATION, AND NEARLY 50% HIGHER IN KENTUCKY AND WEST VIRGINIA. ALL THREE STATES ALSO HAVE A HIGHER PROPORTION OF PEOPLE WHO SMOKE DURING PREGNANCY, WITH THE HIGHEST POPULATION IN WEST VIRGINIA (15.3%).WEST VIRGINIA ALSO EXPERIENCES DISPARATE OUTCOMES FOR LOW-BIRTH-WEIGHT BIRTHS RELATIVE TO OTHER STATES IN THE REGION AND THE NATION OVERALL, ESPECIALLY AMONG THE BLACK/AFRICAN AMERICAN RESIDENTS. WEST VIRGINIA OVERALL HAS A HIGH PROPORTION OF PREGNANT WOMEN RECEIVING FIRST TRIMESTER PRENATAL CARE (81.2%), WITH BLACKS/AFRICAN AMERICANS (77.0%) AND WHITES (82.8%) RECEIVING PRENATAL CARE. PRENATAL CARE PERCENTAGES HAVE LARGELY REMAINED CONSISTENT THROUGHOUT THE TRI-STATE AREA.THE TRI-STATE HAS A SIMILAR OVERALL INFANT DEATH RATE AS THE NATION, BUT CONSISTENT WITH THE NATION, THE INFANT DEATH RATE IS MORE THAN 50% HIGHER FOR BLACK/AFRICAN AMERICANS THAN WHITES IN OHIO, WHERE BLACK/AFRICAN AMERICAN HAVE AN INFANT DEATH RATE (13.1/1000 LIVE BIRTHS) THAT IS MORE THAN TWO TIMES HIGHER THAN THE DEATH RATE FOR WHITES (5.7/1000) LIVING IN THE SAME STATE, AND NEARLY 46% HIGHER THAN THE NATIONAL BLACK/AFRICAN AMERICAN DEATH RATE (10.4/1000). REPORTS BY THE OHIO DEPARTMENT OF HEALTH SHOW THAT WHILE THE WHITE INFANT DEATH RATE HAS IMPROVED, THE BLACK/AFRICAN AMERICAN DEATH RATE HAS NOT SIGNIFICANTLY CHANGED.WHILE THE OLDER ADULT POPULATION INCREASES IN THE MHN SERVICE AREA, YOUTH UNDER AGE 18 COMPRISE MORE THAN 1 IN 5 RESIDENTS. A HIGHER PORTION OF MHN SERVICE AREA RESIDENTS LIVE IN POVERTY WHEN COMPARED TO THE TRI-STATE REGION AND THE NATION. CHILDREN ARE DISPROPORTIONATELY AFFECTED BY POVERTY, AND 24.1% OF CHILDREN IN THE MHN SERVICE AREA LIVE IN POVERTY COMPARED TO 16.3% NATIONALLY. APPROXIMATELY 1 IN 10 OLDER ADULTS (65+) ALSO LIVE IN POVERTY IN THE MHN SERVICE AREA, A FINDING OF NOTE DUE TO THE LARGE AND GROWING PROPORTION OF RESIDENTS AGED 65 OR OLDER.WITHIN THE MHN SERVICE AREA, ALL COUNTIES EXCEPT GALLIA COUNTY, OHIO AND PUTNAM COUNTY, WEST VIRGINIA HAVE POVERTY LEVELS THAT EXCEED 15%. THE HIGHEST POVERTY LEVELS ARE SEEN IN MARTIN COUNTY (29.2%), KENTUCKY AND MINGO COUNTY (29.9%), WEST VIRGINIA. MARTIN AND MINGO COUNTIES ALSO HAVE THE HIGHEST POPULATION OF CHILDREN IN POVERTY, 41.2% AND 37.6% RESPECTIVELY. IN CABELL COUNTY 19.8% OF ALL RESIDENTS AND 23.6% OF CHILDREN LIVE IN POVERTY, WHILE IN MASON COUNTY 17.9% OF ALL RESIDENTS AND 29.1% OF CHILDREN LIVE IN POVERTY.HIGH SCHOOL GRADUATION IS ONE OF THE STRONGEST PREDICTORS OF LONGEVITY AND ECONOMIC STABILITY. THE PROPORTION OF ADULTS NOT COMPLETING HIGH SCHOOL CONTINUED TO DECLINE ACROSS THE MHN SERVICE AREA. ADULT RESIDENTS OF THE MHN SERVICE AREA ARE LESS LIKELY TO COMPLETE HIGH SCHOOL OR PURSUE HIGHER EDUCATION WHEN COMPARED TO THE TRI-STATE REGION AND THE NATION. MASON COUNTY HAS A LOWER RATE OF HIGH SCHOOL COMPLETION AND A HIGHER RATE OF ADULTS WITH ONLY A HIGH SCHOOL DEGREE COMPARED TO THE OVERALL SERVICE AREA, STATE LEVEL, AND NATIONAL LEVEL. APPROXIMATELY 21.5% OF MHN SERVICE AREA ADULTS HAVE A BACHELOR'S DEGREE OR HIGHER COMPARED TO 35.0% NATIONWIDE.NATIONWIDE, AND SINCE THE PANDEMIC, THERE IS A GROWING PROPORTION OF DISCONNECTED YOUTH, DEFINED AS YOUTH AGES 16-19 WHO ARE NEITHER WORKING NOR IN SCHOOL. IN 2022, APPROXIMATELY 7% OF YOUTH NATIONWIDE WERE DISCONNECTED; HIGHER PROPORTIONS WERE SEEN IN KENTUCKY (8.2%) AND WEST VIRGINIA (8.9%), ALTHOUGH PROPORTIONS DECREASED SINCE 2022 CHNA. PART VI, LINE 5: THE HOSPITAL IS GOVERNED BY A COMMUNITY-BASED BOARD OF DIRECTORS THAT INCLUDES REPRESENTATIVES OF SMALL BUSINESSES, ORGANIZED LABOR, THE ELDERLY, AND LOWER-INCOME CONSUMERS. A MAJORITY OF THE HOSPITAL'S BOARD OF DIRECTORS IS COMPRISED OF PERSONS WHO RESIDE IN THE ORGANIZATION'S PRIMARY SERVICE AREA, WHO ARE NEITHER EMPLOYEES, FAMILY MEMBERS, ELECTED PUBLIC OFFICIALS, OR EMPLOYED BY THE LOCAL, STATE, OR FEDERAL GOVERNMENT. THE HOSPITAL PROVIDES SPECIALIZED SERVICES NOT OTHERWISE AVAILABLE TO THE COMMUNITY, SUCH AS ITS ADVANCED CARDIAC CARE SERVICES. THE HOSPITAL OPERATES AN EMERGENCY DEPARTMENT AVAILABLE TO ALL REGARDLESS OF ABILITY TO PAY AS NOTED ABOVE. THE HOSPITAL IS AFFILIATED WITH THE MARSHALL UNIVERSITY JOAN C. EDWARDS SCHOOL OF MEDICINE AND ITS GRADUATE MEDICAL EDUCATION PROGRAMS, WHICH TRAIN PRIMARY CARE AND SPECIALTY PHYSICIANS FOR WV AND THE REGION. THE HOSPITAL'S AFFILIATION ALSO ENABLES IT TO PROVIDE SPECIALIZED HEALTHCARE SERVICES SUCH AS CARDIAC CARE, CANCER TREATMENT, EMERGENCY/TRAUMA SERVICES, NEUROSCIENCE, AND ORTHOPEDICS. THE HOSPITAL ALSO SERVES AS A CLINICAL TRAINING SITE FOR A NUMBER OF HEALTH PROFESSION EDUCATION PROGRAMS, INCLUDING NURSING, PHARMACY, PHYSICAL & OCCUPATIONAL THERAPY, AND RADIOLOGICAL TECHNOLOGY. THE HOSPITAL PARTICIPATES IN THE EDUCATION AND TRAINING OF HEALTHCARE PROFESSIONALS AND PROVIDES SUPPORT FOR MEDICAL RESEARCH CARRIED OUT BY MEDICAL SCHOOL FACULTY AND PHYSICIANS IN TRAINING. THE HOSPITAL PARTICIPATES IN GOVERNMENT-SPONSORED HEALTH PROGRAMS. THE HOSPITAL ALSO EXTENDS MEDICAL STAFF PRIVILEGES TO ALL QUALIFIED PHYSICIANS IN ITS COMMUNITY FOR ALL DEPARTMENTS. ANY SURPLUS OF FUNDS IS REINVESTED INTO REPLACEMENT OF EQUIPMENT OR NEW EQUIPMENT TO PROVIDE UPDATED SERVICES TO THE HOSPITAL'S PATIENTS OR TO PROVIDING NEW AND EXPANDED HEALTHCARE PROGRAMS.ST. MARY'S OPERATES AN EMERGENCY ROOM THAT IS OPEN TO ALL PERSONS REGARDLESS OF ABILITY TO PAY AND HAS AN OPEN MEDICAL STAFF WITH PRIVILEGES AVAILABLE TO ALL QUALIFIED PHYSICIANS IN THE AREA. THE BOARD OF DIRECTORS REPRESENTS MEDICAL AND BUSINESS PROFESSIONALS, AS WELL AS SISTERS FROM THE PALLOTTINE MISSIONARY SISTERS. ALL PROVIDE HOURS OF SERVICE IN SUPPORT OF OUR HOSPITAL. THEY ARE DEEPLY INVOLVED IN OUR NEEDS ASSESSMENT PROCESS, BUILDING PROGRAMS AND SERVICES, AND COMMUNITY OUTREACH TO ENSURE THAT PEOPLE KNOW ABOUT SERVICES AVAILABLE TO THEM THROUGH OUR HOSPITAL.ST. MARY'S ENGAGES IN MEDICAL AND SCIENTIFIC RESEARCH PROGRAMS; ENGAGES IN THE TRAINING AND EDUCATION OF HEALTH CARE PROFESSIONALS: PHYSICIANS, NURSES, MEDICAL IMAGING TECH, RESPIRATORY TECHS, AND CHAPLAINS; AND PARTICIPATES IN MEDICARE, MEDICAID, AND OTHER GOVERNMENT-SPONSORED HEALTH CARE PROGRAMS.ST. MARY'S ADHERES TO COMMUNITY BENEFIT GUIDELINES OUTLINED IN THE CATHOLIC HEALTH ASSOCIATION'S PUBLICATION, "A GUIDE FOR PLANNING AND REPORTING COMMUNITY BENEFIT."COMMUNITY BENEFIT WORK IS DRIVEN BY COMMUNITY HEALTH NEEDS AND DIRECTED IN COLLABORATION WITH OTHER HEALTH CARE ORGANIZATIONS AND THE BROADER COMMUNITY. COMMUNITY BENEFIT STRATEGIES ARE INTEGRATED IN THE ORGANIZATIONAL STRATEGIC PLAN. PROGRAMS ARE LOCATED THROUGHOUT THE ORGANIZATION, AND STAFF AND BOARD EDUCATION IS CONDUCTED. DEDICATED STAFF IS COMMITTED TO COMMUNITY BENEFIT EFFORTS.THE ST. MARY'S FOUNDATION IS A NON-PROFIT ORGANIZATION THAT PROVIDES GRANT WRITING AND FUNDRAISING FOR BOTH MEDICAL CENTER PROGRAMS AND FOR COMMUNITY BENEFIT PROGRAMS THAT REACH BOTH THE POOR AND THE BROADER COMMUNITY. OPERATIONS OF THE FOUNDATION ARE GOVERNED BY A SEPARATE FOUNDATION BOARD WITH VOLUNTARY MEMBERSHIPS FROM THE LOCAL COMMUNITY.WHEN ST. MARY'S HAS EXCESS REVENUE OVER OPERATING EXPENSES, WE USE THOSE FUNDS TO OBTAIN CURRENT HEALTH CARE TECHNOLOGIES AND EQUIPMENT, IMPROVE PATIENT CARE, PROVIDE MEDICAL TRAINING EDUCATION AND RESEARCH, AND TO EXPAND ACCESS TO POINTS OF CARE. THESE INVESTMENTS ENSURE THAT WE WILL BE HERE TO CARE FOR FUTURE GENERATIONS. PART VI, LINE 6: THE HOSPITAL IS CONTROLLED BY THE SOLE CORPORATE MEMBER, MARSHALL HEALTH NETWORK INC. (MHN). MARSHALL HEALTH NETWORK, INC IS ALSO THE SOLE CORPORATE MEMBER OF THE FOLLOWING: CABELL HUNTINGTON HOSPITAL INC, PLEASANT VALLEY HOSPITAL INC DBA RIVERS HEALTH, AND UNIVERSITY PHYSICIANS & SURGEONS INC DBA MARSHALL HEALTH. THE MARSHALL HEALTH NETWORK AFFILIATED HEALTH CARE SYSTEM IS COMPRISED OF MULTIPLE RELATED HOSPITALS, PHYSICIAN PRACTICES, AMBULATORY FACILITIES, AND CLINICS THAT OPERATE AS SEPARATE LEGAL ENTITIES BUT ARE COORDINATED UNDER A UNIFIED MISSION. MARSHALL HEALTH NETWORK OPERATES EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO CARRY OUT THE CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES OF THE ORGANIZATIONS IT CONTROLS. THESE PURPOSES INCLUDE PROMOTING THE HEALTH OF THE COMMUNITIES SERVED THROUGH COMMUNITY BUILDING ACTIVITIES AND COMMUNITY HEALTH IMPROVEMENT ALONG WITH SUPPORTING OTHER ORGANIZATIONS IN THEIR MISSIONS AS WELL. THE MISSION OF MARSHALL HEALTH NETWORK AND ALL ITS AFFILIATED ENTITIES, IS TO "ADVANCE HEALTH, INSPIRE HOPE, AND SERVE YOU". THE ORGANIZATION IS COMMITTED TO IMPROVING THE HEALTH AND WELL-BEING OF OVER ONE MILLION CHILDREN AND ADULTS PRIMARILY IN 20 COUNTIES ACROSS WEST VIRGINIA, SOUTHERN OHIO, AND EASTERN KENTUCKY THROUGH HIGH QUALITY COMPASSIONATE CARE, EDUCATION, AND RESEARCH. 1 ST MARY'S MEDICAL CENTER FOUNDATION 2900 FIRST AVENUE HUNTINGTON WV 25702 141887211 501(C)(3) 6000 0 SPONSOR EBENEZER MEDICAL OUTREACH 1448 TENTH AVE SUITE 100 HUNTINGTON WV 25701 550745033 501(C)(3) 25000 0 WELLNESS BIG GREEN SCHOLARSHIP FOUNDATION PO BOX 1360 HUNTINGTON WV 25715 550631935 501(C)(3) 6000 0 SPONSOR PROACT 800 20TH STREET HUNTINGTON WV 25701 832100850 501(C)(3) 0 79345 OTHER PERSONNEL-PASTORAL MENTAL HEALTH 1 0 PART I, LINE 2: TO ENSURE PROPER USE OF FUNDS, THE REQUESTING ORGANIZATION IS REQUIRED TO DOCUMENT THE USE OF THE GRANT MONIES. WHEN A REQUEST FOR FUNDS IS RECEIVED AND HAS BEEN APPROVED, THE FUNDS ARE EITHER AUTHORIZED FOR USE OR DISBURSED TO THE REQUESTING ORGANIZATION. X X 1 1 0 0 0 0 0 0 0 0 0 NEPAL CHOWDHURY MD PHYSICIAN 1694275 0 1145357 0 0 0 10350 0 45467 0 2895449 0 0 0 DWIGHT SAULLE MD NEUROSURGEON PHYSICIAN 602757 0 1838705 0 0 0 10350 0 45467 0 2497279 0 0 0 MATTHEW WERTHAMMER MD NEUROSURGEON PHYSICIAN 603527 0 1446284 0 0 0 10350 0 45467 0 2105628 0 0 0 NICOLAS PHAN SURGEON 0 1532102 0 402959 0 0 0 20700 0 0 0 1955761 0 0 AAMIR CHEEMA PHYSICIAN 783333 0 1054682 0 0 0 10350 0 40809 0 1889174 0 0 0 KEVIN YINGLING MHN PRESIDENT & CEO - ENDED MARCH 20 0 858387 0 0 0 6858 0 10350 0 35693 0 911288 0 0 LARRY DIAL MHN EX OFFICIO CPE & CHIEF CLINICAL 0 602269 0 248515 0 0 0 20700 0 0 0 871484 0 0 HOYT J BURDICK MHN VP CMO 0 515652 0 0 0 222483 0 16061 0 33176 0 787372 0 0 DAVID M WARD MHN SENIOR VP & CFO - ENDED AUGUST 2 0 615416 0 0 0 5724 0 21080 0 17213 0 659433 0 0 ANGELA D SWEARINGEN PRESIDENT 513453 0 0 0 26966 0 16758 0 53355 0 610532 0 0 0 REGINA M CAMPBELL MHN CHIEF OPERATING OFFICER 0 344425 0 0 0 140355 0 10350 0 35693 0 530823 0 0 LARRY HUTCHISON VP MEDICAL AFFAIRS 447562 0 0 0 2052 0 10350 0 50748 0 510712 0 0 0 PAUL E SMITH MHN CHIEF ADMIN OFFICER-ENDED 9/30/2 0 438073 0 0 0 7638 0 17175 0 34874 0 497760 0 0 MELISSA E LEASURE MHN CHIEF LEGAL OFFICER - SYSTEM VP 0 382833 0 0 0 5802 0 10350 0 54692 0 453677 0 0 CHADWICK SMITH MHN CHIEF POPULATION HEALTH OFFICER 0 389412 0 0 0 1146 0 10350 0 47634 0 448542 0 0 LISA C STUMP MHN CHIEF STRATEGY OFFICER - SYSTEM 0 393798 0 0 0 2022 0 10350 0 35743 0 441913 0 0 MARK A MORGAN MHN VP PHYS SERVICES 0 353745 0 0 0 21936 0 10350 0 44049 0 430080 0 0 BETH HAMMERS MHN CHIEF ENGAGEMENT OFFICER 0 369535 0 0 0 826 0 20700 0 20700 0 411761 0 0 SUSAN T ROBINSON MHN CHIEF HUMAN RESOURCES OFFICER - 0 364414 0 0 0 3564 0 10350 0 18028 0 396356 0 0 DENNIS LEE MHN SYSTEM VP & CHIEF INFORMATION OF 0 326072 0 0 0 2386 0 9883 0 40203 0 378544 0 0 EDUARDO PINO MHN CMIO 0 314300 0 0 0 12979 0 9721 0 35693 0 372693 0 0 ROBERT KACZMARCZYK VP FINANCE 258523 0 0 0 16027 0 8237 0 50575 0 333362 0 0 0 ANDY MULLINS MHN CHIEF NURSING OFFICER 270054 0 0 0 1590 0 8277 0 51305 0 331226 0 0 0 AARON BLEVINS MHN CHIEF PHARMACY OFFICER 0 255408 0 0 0 5829 0 7971 0 55165 0 324373 0 0 BRADLEY BURCK MHN VP CORP FDN & DNR PHIL - ENDED J 0 234251 0 0 0 11106 0 7405 0 48177 0 300939 0 0 CHAD S FISHER MHN VP OF ORTHOPEDICS 0 158803 0 110400 0 192 0 9719 0 21302 0 300416 0 0 DAVID SHEILS VP SUPPORT SERVICES 240486 0 0 0 1337 0 7255 0 50805 0 299883 0 0 0 FAREED AZIZ MHN VP OF REVENUE CYCLE MGMT 0 207216 0 0 0 25708 0 7285 0 51889 0 292098 0 0 CHRISTOPHER HOFFMAN MHN VP OF ONCOLOGY SERVICES 0 259260 0 0 0 2323 0 7819 0 17428 0 286830 0 0 SHAWN BASTIN RIVERS HEALTH PRESIDENT 0 210350 0 0 0 1039 0 6441 0 20384 0 238214 0 0 KRISTI ARROWOOD MHN INTERIM VP CORP FDN - STARTED JU 0 127026 0 0 0 396 0 4016 0 38907 0 170345 0 0 PART I, LINE 1A WE PAY GUYAN DUES FOR MARK MORGAN. ANGIE SWEARINGEN, PRESIDENT, IS ALLOWED A COUPLE OF TRIPS PER YEAR WITH SPOUSE. PART I, LINE 3 THE EXECUTIVE COMPENSATION COMMITTEE SHALL BE COMPOSED OF AT LEAST THREE MEMBERS OF THE BOARD, AND SHALL MEET AT LEAST TWICE EACH YEAR. THE COMPOSITION OF THE EXECUTIVE COMPENSATION COMMITTEE SHALL COMPLY WITH THE REQUIREMENTS OF THE BOARD POLICY ON CONFLICTS OF INTEREST. THE COMMITTEE SHALL HAVE THE FOLLOWING SPECIFIC DUTIES AND RESPONSIBILITIES. A. ANNUAL EVALUATION OF THE PERFORMANCE OF THE PRESIDENT. THE EXECUTIVE COMPENSATION COMMITTEE SHALL MAKE A WRITTEN REPORT OF ITS FINDINGS, TOGETHER WITH RECOMMENDATIONS FOR COMPENSATION TO THE BOARD. B. ANNUAL EVALUATION OF THE PERFORMANCE OF THE CHIEF PHYSICIAN EXECUTIVE, THE CHIEF FINANCIAL OFFICER, AND SUCH OTHER VICE PRESIDENTS AS THE BOARD SHALL DETERMINE TO REQUIRE EVALUATION BY THE EXECUTIVE COMPENSATION COMMITTEE. THE EXECUTIVE COMPENSATION COMMITTEE SHALL MAKE A WRITTEN REPORT OF ITS FINDINGS, TOGETHER WITH RECOMMENDATIONS FOR COMPENSATION, TO THE BOARD. C. ANNUAL SELF-EVALUATION OF THE BOARD AND ITS MEMBERS. D. ENSURE THAT NO PERSONAL LOANS ARE MADE TO THE PRESIDENT OR OTHER MEMBERS OF THE ADMINISTRATION OF THE CORPORATION. IN CARRYING OUT ITS DUTIES, THE EXECUTIVE COMPENSATION COMMITTEE SHALL HAVE THE AUTHORITY TO HIRE COMPENSATION CONSULTANTS AND SHALL OBTAIN DATA ON COMPENSATION RANGES FOR COMPARABLE EXECUTIVE POSITIONS AT LEAST EVERY OTHER YEAR. PART I, LINE 4 LINE 4B: THE FOLLOWING PAYMENTS WERE DISTRIBUTED FROM A 457(F) PLAN: REGINA CAMPBELL, CHIEF NURSING OFFICER $133,496 HOYT BURDICK, VP CMO $198,063 LARRY DIAL, EX OFFICIO CPE & CHIEF CLINICAL OFFICER $167,645 FAREED AZIZ KEY EMPLOYEE 1248865 MHN AND RELATED ORGANIZATIONS USE FAREED AZIZ'S BUSINESS, STEWARD CONSULTING, FOR CONSULTING 0 X MEDICAL EQUIPMENT 1 247707 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 MARSHALL HEALTH NETWORK, INC. (MHN) SERVES AS THE SOLE CORPORATE MEMBER OF CABELL HUNTINGTON HOSPITAL, INC.; ST. MARY'S MEDICAL CENTER, INC.; PLEASANT VALLEY HOSPITAL, INC. D/B/A RIVERS HEALTH; AND UNIVERSITY PHYSICIANS & SURGEONS, INC. D/B/A MARSHALL HEALTH. MHN IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, AND ANY CORRESPONDING PROVISIONS OF FUTURE INTERNAL REVENUE LAWS. MHN IS CLASSIFIED AS A SUPPORTING ORGANIZATION DESCRIBED IN SECTION 509(A)(3) OF THE CODE AND EXISTS TO OPERATE EXCLUSIVELY FOR THE BENEFIT OF, PERFORM THE FUNCTIONS OF, AND FURTHER THE CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES OF ITS SUPPORTED ORGANIZATIONS, INCLUDING THEIR RELATED ORGANIZATIONS. AS THE SOLE CORPORATE MEMBER OF THESE ENTITIES, MHN PROVIDES GOVERNANCE, OVERSIGHT, AND SHARED SERVICES NECESSARY TO ADVANCE AND SUPPORT THE MISSIONS OF ITS SUPPORTED ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 6 MARSHALL HEALTH NETWORK IS THE SOLE CORPORATE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A MARSHALL HEALTH NETWORK IS THE SOLE CORPORATE MEMBER THAT HAS RESERVED POWER TO APPOINT THE BOARD OF DIRECTORS FOLLOWING THE STIPULATIONS IN THE ARTICLES OF INCORPORATION. FORM 990, PART VI, SECTION A, LINE 7B MARSHALL HEALTH NETWORK, AS SOLE CORPORATE MEMBER, HAS RESERVED POWERS TO CHANGE THE PURPOSES OF THE CORPORATION, AMEND THE ARTICLES OF INCORPORATION AND/OR BYLAWS, DISSOLVE THE CORPORATION, CONSOLIDATE/AFFILIATE THIS CORPORATION WITH OTHER ORGANIZATIONS. IN ADDITION, MHN WILL MANAGE ACTIONS INITIATED BY THE CORPORATION'S BOARD OF DIRECTIONS FOR THE FOLLOWING ITEMS: ADOPTION OF STRATEGIC AND BUSINESS PLANS, ADOPTION OF ANNUAL OPERATING AND CAPITAL BUDGETS, APPROVAL OF ANY CHANGES TO THE CAPITAL DEBT, THE CREATION OR ACQUISITION OF ADDITIONAL AFFILIATED ORGANIZATIONS AND JOINT VENTURES, ADOPTION OR CHANGES TO MASTER CLINICAL COMPENSATION AND BENEFIT PLANS, MANAGE THE ASSETS, MANAGE CLINICAL FACULTY CHANGES, FINAL APPROVAL OVER THE VARIOUS PRACTICES OF MEDICINE, APPOINTMENT OF A PRESIDENT TO SERVE AS CEO, APPROVE UNBUDGETED EXPENDITURES INCLUDING DEBT, AND APPROVAL OF CERTAIN CONTRACTS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE ORGANIZATION'S MANAGEMENT IN CONSULTATION WITH AN INDEPENDENT ACCOUNTING FIRM. THE FINANCIAL REVIEW IS BASED ON THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS FOR THE RELEVANT TIME PERIOD. A DRAFT OF THE FORM 990 IS REVIEWED BY ANGELA COBURN, DIRECTOR OF FINANCE; LISA POSTELWAIT, INTERIM CONTROLLER; KEVIN BARR, INTERIM CFO; AND MELISSA LEASURE, CHIEF LEGAL OFFICER. AFTER REVIEW BY THESE INDIVIDUALS, THE FINAL COPY OF FORM 990 IS PROVIDED TO THE BOARD MEMBERS FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE SENT AN ANNUAL QUESTIONNAIRE ADDRESSING THE CONFLICT-OF-INTEREST POLICY. EACH COMPLETED QUESTIONNAIRE IS REVIEWED BY THE CORPORATE COMPLIANCE OFFICER, GENERAL COUNSEL, AND THE VICE PRESIDENT OVER THE RESPECTIVE INDIVIDUAL'S DEPARTMENT TO DETERMINE IF A CONFLICT EXISTS. IF A CONFLICT DOES EXIST, AN IN-DEPTH ANALYSIS IS PERFORMED TO DETERMINE ANY IMPACT TO THE ORGANIZATION. EACH BOARD MEMBER FILLS OUT A QUESTIONNAIRE AT THE END OF THE FISCAL YEAR. THE QUESTIONNAIRE HAS QUESTIONS ON IT THAT DETERMINE INDEPENDENCE STATUS AND OTHER RELATIONSHIPS BETWEEN BOARD MEMBERS AND BETWEEN THE BOARD MEMBER AND THE HOSPITAL. THIS HELPS IN DETERMINING POSSIBLE CONFLICTS THAT MAY ARISE. IN ADDITION, THE BOARD MEMBERS MUST SIGN A CONFLICT OF INTEREST POLICY THAT REQUIRES THEM WITH DUE DILIGENCE TO STATE THAT THEY HAVE A CONFLICT OF INTEREST WHEN THAT CONFLICT ARISES. THE BOARD MEMBER MUST LEAVE THE BOARD MEETING DURING DISCUSSIONS AND VOTING. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMPENSATION COMMITTEE SHALL BE COMPOSED OF AT LEAST THREE MEMBERS OF THE BOARD, AND SHALL MEET AT LEAST TWICE EACH YEAR. THE COMPOSITION OF THE EXECUTIVE COMPENSATION COMMITTEE SHALL COMPLY WITH THE REQUIREMENTS OF THE BOARD POLICY ON CONFLICTS OF INTEREST. THE COMMITTEE SHALL HAVE THE FOLLOWING SPECIFIC DUTIES AND RESPONSIBILITIES. A. ANNUAL EVALUATION OF THE PERFORMANCE OF THE PRESIDENT. THE EXECUTIVE COMPENSATION COMMITTEE SHALL MAKE A WRITTEN REPORT OF ITS FINDINGS, TOGETHER WITH RECOMMENDATIONS FOR COMPENSATION TO THE BOARD. B. ANNUAL EVALUATION OF THE PERFORMANCE OF THE CHIEF PHYSICIAN EXECUTIVE, THE CHIEF FINANCIAL OFFICER, AND SUCH OTHER VICE PRESIDENTS AS THE BOARD SHALL DETERMINE TO REQUIRE EVALUATION BY THE EXECUTIVE COMPENSATION COMMITTEE. THE EXECUTIVE COMPENSATION COMMITTEE SHALL MAKE A WRITTEN REPORT OF ITS FINDINGS, TOGETHER WITH RECOMMENDATIONS FOR COMPENSATION, TO THE BOARD. C. ANNUAL SELF-EVALUATION OF THE BOARD AND ITS MEMBERS. D. ENSURE THAT NO PERSONAL LOANS ARE MADE TO THE PRESIDENT OR OTHER MEMBERS OF THE ADMINISTRATION OF THE CORPORATION. IN CARRYING OUT ITS DUTIES, THE EXECUTIVE COMPENSATION COMMITTEE SHALL HAVE THE AUTHORITY TO HIRE COMPENSATION CONSULTANTS AND SHALL OBTAIN DATA ON COMPENSATION RANGES FOR COMPARABLE EXECUTIVE POSITIONS AT LEAST EVERY OTHER YEAR. FORM 990, PART VI, SECTION C, LINE 18 THE 990 IS PUBLISHED ON GUIDESTAR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST THROUGH THE IN-HOUSE GENERAL COUNSEL'S OFFICE. FORM 990, PART IX, LINE 11G HEALTHCARE FEES: PROGRAM SERVICE EXPENSES 29,331,425. MANAGEMENT AND GENERAL EXPENSES 6,264,964. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 35,596,389. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 74,142,997. MANAGEMENT AND GENERAL EXPENSES 15,836,368. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 89,979,365. OTHER FEES: PROGRAM SERVICE EXPENSES 954,348. MANAGEMENT AND GENERAL EXPENSES 203,841. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,158,189. FORM 990, PART XI, LINE 9: CHANGES IN PENSION FUND STATUS 11,900,062. TRANSFERS TO/FROM AFFILIATES, NET 457B PLAN ADJUSTMENT 8,196,992. ST MARY'S MEDICAL MANAGEMENT LLC 2900 FIRST AVENUE HUNTINGTON WV 25702 208017790 MEDICAL PRACTICE WV -15977050 64687635 SMMC ST MARY'S HOSPITALIST SERVICES 2900 FIRST AVENUE HUNTINGTON WV 25702 270662169 MEDICAL PRACTICE WV -5541141 -48428333 SMMC ST MARY'S HIMG LLC 2900 FIRST AVENUE HUNTINGTON WV 25702 852017234 MEDICAL PRACTICE WV -9959083 27198458 SMMC ST MARY'S MEDICAL CENTER FOUNDATION 2900 FIRST AVENUE HUNTINGTON WV 25702 141887211 FUNDRAISING WV 501(C)(3) LINE 12B, II SMMC 1 CABELL HUNTINGTON HOSPITAL INC 1340 HAL GREER BOULEVARD HUNTINGTON WV 25701 550675666 HOSPITAL WV 501(C)(3) LINE 3 N/A 0 MARSHALL HEALTH NETWORK INC 1340 HAL GREER BOULEVARD HUNTINGTON WV 25701 320573122 SUPPORT SERVICES WV 501(C)(3) LINE 12A,I N/A 0 UNIVERSITY PHYSICIANS & SURGEONS INC DBA MARSHALL HEALTH 1001 TENTH AVENUE HUNTINGTON WV 25701 550564945 HEALTH SERVICES WV 501(C)(3) LINE 7, 509(A)(1) MHN 1 CLAIRE FRANCES 200 MALL RD ASHLAND KY 41101 311517507 MEDICAL SERVICES KY N/A RELATED 0 0 0.33000 IRONTON MED CAMPUS 1408 CAMPBELL DR IRONTON OH 45638 471141289 REAL ESTATE OH N/A RELATED 563329 11251616 0 0 0.65000 THREE GABLES SURG 5897 ST RTE 7 PROCTORVILLE OH 45669 870648900 OUTPATIENT CA OH N/A RELATED -293341 3530043 0 1 0.53270 TRI-STATE MPS LLC 2900 FIRST AVE HUNTINGTON WV 25702 824513003 BILLING/COLL WV N/A RELATED 0 0 0.60000 HIMG FMC LLC 5170 US ROUTE 60 EAST HUNTINGTON WV 25705 273919638 INVESTMENT IN DIALYSIS UNIT WV SMMC RELATED 350090 821202 0 1 0.80000 MHC ACCOUNTABLE CARE LLC 5183 US ROUTE 60 EAST HUNTINGTON WV 25705 821639032 ACCOUNTABLE CARE ORGANIZATION WV SMMC RELATED 217990 1805881 0 1 0.50000 HUNTINGTON AREA MRI CLOSED 2900 FIRST AVE HUNTINGTON WV 25702 261877332 MEDICAL SERVICES WV N/A RELATED 0 1 0.49000 IRONTON MEDICAL CAMP CLOSED 1408 CAMPBELL DR IRONTON OH 45638 471637912 REAL ESTATE OH N/A RELATED 0 0 0.65000 VANGUARD FINANCIAL SERVICES 2900 FIRST AVENUE HUNTINGTON WV 25702 450496141 COLLECTION AGENCY WV SMMC C -92683 141724 1.00000 1 0 1 1 0 0 1 0 0 0 0 0 0 1 0 1 1 1 0 1 UNIVERSITY PHYSICIANS & SURGEONS DBA MARSHALL HEALTH-BROTHER-BROTHERSISTER P 21178503 ACTUAL EXPENSES PAID TO RELATED O THREE GABLES SURGERY CENTER O 307298 ACTUAL PAYROLL COSTS REIMBURSED B THREE GABLES SURGERY CENTER Q 59542 EXPENSES REIMBURSED BY RELATED OR THREE GABLES SURGERY CENTER S 266664 SUPPORT SERVICES PAID BY RELATED VANGUARD FINANCIAL SERVICES M 948773 ACTUAL EXPENSES PAID TO RELATED O HIMG FMC LLC F 240000 DIVIDENDS FROM RELATED ORG UNIVERSITY PHYSICIANS & SURGEONS INC DBA MARSHALL HEALTH Q 101490 REIMBURSEMENT RECEIVED FROM RELAT ST MARY'S MEDICAL CENTER FOUNDATION INC C 5718492 CASH AND NONCASH GIFTS SUPPORT RE UNIVERSITY PHYSICIANS & SURGEONS INC DBA MARSHALL HEALTH E 8825956 INTERCOMPANY LOAN PAYABLE CABELL HUNTINGTON HOSPITAL INC E 97210949 INTERCOMPANY LOAN PAYABLE PLEASANT VALLEY HOSPITAL DBA RIVERS HEALTH D 471643 INTERCOMPANY LOAN RECEIVABLE MARSHALL HEALTH NETWORK INC P 51041180 REIMBURSEMENT PAID TO RELATED ORG MARSHALL HEALTH NETWORK INC E 78924399 INTERCOMPANY LOAN PAYABLE