2026-08-17T17:47:25-05:00 2025-09-30 351178661 BLUE & CO LLC 2650 EASTPOINT PKWY SUITE 300 LOUISVILLE KY 40223 990 2024-10-01 610461753 METHODIST HEALTH INC METH 2708277700 PO BOX 48 HENDERSON KY 424190048 LINDA WHITE CAO 2708277700 2026-08-17 1 0 EMILIE M KNIERIEM CPA P01330194 5029923500 2026-08-17 2024 2025-03-06 01:10:19Z DEACONESS HENDERSON HOSPITAL LINDA WHITE PO BOX 48 HENDERSON KY 424190048 185070491 0 X SEE SCHEDULE O X 1948 KY METHODIST HEALTH PROVIDES QUALITY HEALTHCARE SERVICES WITH A COMPASSIONATE AND CARING SPIRIT TO PERSONS, FAMILIES AND COMMUNITIES OF THE TRI-STATE. AT METHODIST HEALTH, OUR VALUES ARE BASED ON OUR COMMITMENT TO QUALITY. WE DEFINE QUALITY AS THE CONTINUOUS IMPROVEMENT OF SERVICES TO MEET THE NEEDS AND EXCEED THE EXPECTATIONS OF THE CUSTOMERS WE SERVE. OUR VALUES ARE QUALITY IN EVERYTHING WE DO, RESPECT FOR ALL PEOPLE, EFFICIENCY AND EFFECTIVENESS IN THE USE OF RESOURCES, INNOVATION TOWARD CONTINUOUS SYSTEM IMPROVEMENT, PARTNERSHIP WITH THOSE WE SERVE AND WITH SUPPLIERS, EDUCATION FOR CONTINUOUS GROWTH AND KNOWLEDGE AND PRIDE IN WORKMANSHIP. TO ACCOMPLISH ITS MISSION, METHODIST HEALTH IS COMMITTED TO IMPROVING THE QUALITY OF LIFE FOR THE PEOPLE OF THE TRI-STATE BY DEMONSTRATING EXCELLENCE IN HEALTHCARE SERVICES, PROVIDING ACCESS TO HEALTHCARE, PROVIDING CHARITY CARE TO THOSE IN NEED, PROMOTING HEALTHY LIFESTYLES, OFFERING SPIRITUAL AND PSYCHOLOGICAL SUPPORT, SUPPORTING HEALTH RELATED 6 3 858 6 10 0 0 0 167904677 179992227 1270999 777137 1882992 1384550 171058668 182153914 270811 267167 0 0 52892367 60806150 0 0 0 84041087 103808720 137204265 164882037 33854403 17271877 120728945 138233837 22223108 21558428 98505837 116675409 X METHODIST HEALTH PROVIDES QUALITY HEALTHCARE SERVICES WITH A COMPASSIONATE AND CARING SPIRIT TO PERSONS, FAMILIES AND COMMUNITIES OF THE TRI-STATE. AT METHODIST HEALTH, OUR VALUES ARE BASED ON OUR COMMITMENT TO QUALITY. WE DEFINE QUALITY AS THE CONTINUOUS IMPROVEMENT OF SERVICES TO MEET THE NEEDS AND EXCEED THE EXPECTATIONS OF THE CUSTOMERS WE SERVE. OUR VALUES ARE QUALITY IN EVERYTHING WE DO, RESPECT FOR ALL PEOPLE, EFFICIENCY AND EFFECTIVENESS IN THE USE OF RESOURCES, INNOVATION TOWARD CONTINUOUS SYSTEM IMPROVEMENT, PARTNERSHIP WITH THOSE WE SERVE AND WITH SUPPLIERS, EDUCATION FOR CONTINUOUS GROWTH AND KNOWLEDGE AND PRIDE IN WORKMANSHIP. TO ACCOMPLISH ITS MISSION, METHODIST HEALTH IS COMMITTED TO IMPROVING THE QUALITY OF LIFE FOR THE PEOPLE OF THE TRI-STATE BY DEMONSTRATING EXCELLENCE IN HEALTHCARE SERVICES, PROVIDING ACCESS TO HEALTHCARE, PROVIDING CHARITY CARE TO THOSE IN NEED, PROMOTING HEALTHY LIFESTYLES, OFFERING SPIRITUAL AND PSYCHOLOGICAL SUPPORT, SUPPORTING HEALTH RELATED 0 0 133159828 267167 180562841 METHODIST HEALTH, INC. OFFERS A BROAD RANGE OF INPATIENT AND OUTPATIENT MEDICAL SERVICES INCLUDING INTENSIVE CARE, OBSTETRICAL SERVICES, NEONATOLOGY, EMERGENCY CARE, SURGICAL SERVICES, AMBULATORY CARE, RADIOLOGY SERVICES, LABORATORY SERVICES, THERAPY SERVICES, SLEEP DISORDERS, DIALYSIS, ONCOLOGY, CARDIAC AND PULMONARY REHAB, G.I., CARDIOLOGY, NEUROLOGY, AND WOUND CARE SERVICES. THE COMMUNITIES WE PRIMARILY SERVE INCLUDE HENDERSON, UNION, AND WEBSTER COUNTIES. DEACONESS HENDERSON HOSPTITAL IS AN ACUTE CARE HOSPITAL LOCATED IN HENDERSON, KY WITH 192 LICENSED BEDS. DURING THE FISCAL YEAR ENDING SEPTEMBER 30, 2025, DEACONESS HENDERSON HOSPITAL SERVED 5,001 INPATIENTS FOR A TOTAL OF 21,854 INPATIENT DAYS OF SERVICE. THE HOSPITAL ALSO PROVIDED 27,175 EMERGENCY ROOM VISITS. 133159828 1 0 0 1 0 0 0 0 0 0 1 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 96 0 1 858 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 3 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 KY X CHERYL A WATHEN 8124503296 600 MARY STREET EVANSVILLE IN 47747 X GREGORY ALAN RISCH VICE CHAIRMAN (END 08/2025) 1.00 0.00 X X 0 1200 0 CURTIS MICHAEL WEBB CHAIRMAN 5.00 50.00 X X 0 247289 42441 SUSAN E PARSONS DIRECTOR 1.00 0.00 X 0 1650 0 DENNIS BECK MD ASSOCIATE CMO 25.00 25.00 X X 499080 499079 46696 PHILLIP DANE SHIELDS TREASURER 1.00 0.00 X X 0 0 0 JAMES FRANK VINCENT SR DIRECTOR 1.00 0.00 X 0 0 0 LYNN LINGAFELTER SECRETARY (END 04/2025)/VP & COO 5.00 61.00 X X 0 1072960 198379 CHERYL WATHEN VP & CFO 5.00 50.00 X 0 988864 194519 LINDA E WHITE CAO 25.00 25.00 X 148260 148260 26372 AMBER POWELL COO HENDERSON (BEG 04/25)/CAO UNION CO. 50.00 0.00 X 0 170339 40619 KINTINA CHAPMAN CNO 25.00 25.00 X 91156 91156 1812 KRISTOPHER J BEICKMAN MD PHYSICIAN 50.00 0.00 X 809280 0 49352 SARAH E O'NAN MD PHYSICIAN 50.00 0.00 X 691813 0 34706 PUSHKARAJ N JADHAV MD PHYSICIAN 50.00 0.00 X 621299 0 30498 LASHA-GIORGI ESEBUA MD PHYSICIAN 50.00 0.00 X 555621 0 41821 RAMI H DIAB MD PHYSICIAN 50.00 0.00 X 545153 0 22487 KELLI MATTHEW MD FORMER DIRECTOR & CMO 0.00 0.00 X 418477 0 0 4380139 3220797 729702 68 1 1 0 ADMIRAL HEALTHCARE LLC 481 SAUNDERS RD LAKE FOREST IL 60045 HOSPITALIST 3329928 TOTAL MSP LLC 221 W COLLEGE AVE 2ND FLOOR APPLETON WI 54911 HEALTHCARE STAFFING 3176481 PROGRESSIVE HEALTH OF INDIANA 150 N ROSENBERGER EVANSVILLE IN 47710 THERAPY SERVICES 2205555 TIMOTHY E CRAIG 4641 BRIGHTON CT NEWBURGH IN 47630 ANESTHESIA SERVICES 741195 KAHN DEES DONOVAN KAHN LLP 501 MAIN ST SUITE 305 EVANSVILLE IN 477353646 LEGAL SERVICES 582189 20 NET PATIENT SERVICES 621110 176299112 176299112 FAMILY PHARMACY REVENUE 456110 3693115 3693115 179992227 552750 10 552740 1408043 594324 813719 813719 813719 2546640 2316869 5384 229771 -5384 224387 224387 CHILD CARE TUITION 900099 385541 385541 PURCHASE DISCOUNTS 900099 56389 56389 128901 128684 217 570831 182153914 180562841 10 1591063 X 267167 267167 48915530 43646419 5269111 1399345 1248609 150736 6968735 6218073 750662 3522540 3143096 379444 511207 511207 28866374 25756930 3109444 43562 38870 4692 933898 833300 100598 183916 164105 19811 6697169 5975759 721410 37411 28058 9353 62832 47125 15707 345538 308317 37221 4088587 3648170 440417 1221792 1090182 131610 MEDICAL SUPPLIES 31764344 31764344 OVERHEAD ALLOCATION 19999469 19999469 PROVIDER TAX 8390554 8390554 DIETARY EXPENSES 407805 363877 43928 254262 226873 27389 164882037 133159828 31722209 0 3057194 11836336 15386177 17401785 1682866 1979815 608136 615130 92775112 32998482 53108361 59776630 17546377 19197389 29339834 27426752 120728945 138233837 12570560 12179282 6968705 5748657 2683843 3630489 22223108 21558428 X 98505837 116675409 98505837 116675409 120728945 138233837 17271877 897695 0 X 0 1 X 1 1 1 X 0 0 0 0 0 0 0 0 1 8071 8071 0 PART II-B, LINE 1: THE ORGANIZATION PAYS FOR MEMBERSHIP DUES TO KENTUCKY HOSPITAL ASSOCIATION ("KHA"), OF WHICH 17.4% WAS ATTRIBUTABLE TOWARDS LOBBYING ACTIVITIES FOR FYE 2025. 874959 874959 53752705 16043470 37709235 21740072 16955012 4785060 16407376 16407376 59776630 INVESTMENT IN PREMIER 15357 C SELF INSURED INSURANCE RETENTION 3581327 C AWUIL TRUSTEE HELD 15600705 C 19197389 RIGHT OF USE ASSET 3613388 OTHER RECEIVABLES 377215 RELATED PARTY RECEIVABLES 17564867 PHYSICIAN 457F 190939 ESTIMATED THIRD PARTY SETTLEMENT 5680343 27426752 RIGHT OF USE LIABILITY 3630489 3630489 X PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE SYSTEM AND RECOGNIZE A TAX LIABILITY IF THE SYSTEM HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE SYSTEM AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2025 AND 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE SYSTEM IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 1 X 1 X 1 X 1 1 0 1 1 2981903 2981903 0.01810 40700360 55556183 0 0.00000 43682263 55556183 2981903 0.01810 3657 434905 434905 0.00260 5144 241743 7684 234059 0.00140 1330974 1330974 0.00810 10307 4127282 4127282 0.02500 19108 6134904 7684 6127220 0.03710 19108 49817167 55563867 9109123 0.05520 15000 14237 14237 0.00010 500 6500 6500 0.00000 15500 20737 20737 0.00010 1 8341117 66773549 70914606 -4141057 X 1 1 1 1 DEACONESS HENDERSON HOSPITAL 1305 N ELM STREET HENDERSON KY 42420 100173 X X X DEACONESS HENDERSON HOSPITAL 1 0 0 1 X X X X X X X X X 24 1 0 1 1 X WWW.DEACONESS.COM/CHNA X 1 24 1 WWW.DEACONESS.COM/CHNA 0 1 X 200.000000000000 350.000000000000 X X X X 1 1 X X X X 1 X HTTPS://WWW.DEACONESS.COM/PAY-MY-BILL/FINANCIAL-ASSISTANCE X HTTPS://WWW.DEACONESS.COM/PAY-MY-BILL/FINANCIAL-ASSISTANCE X HTTPS://WWW.DEACONESS.COM/PAY-MY-BILL/FINANCIAL-ASSISTANCE X X X X X X X 1 X 0 X X X X 1 X 0 0 DEACONESS HENDERSON HOSPITAL PART V, SECTION B, LINE 5: THREE APPROACHES WERE USED TO COLLECT PRIMARY AND SECONDARY DATA. DIEHL CONSULTING GROUP (DCG) WAS CONTRACTED TO PROVIDE SUPPORT TO THESE METHODS. THIS INCLUDED COMPILING EXISTING SECONDARY DATA, ADMINISTERING PROVIDER/STAKEHOLDER SURVEYS, AND CONDUCTING FOCUS GROUPS. DCG ANALYZED AND SUMMARIZED DATA FROM THESE METHODS AND ASSISTED IN THE PRIORITIZATION AND FINAL REPORTING PROCESS.METHODS ARE SUMMARIZED BELOW AND FURTHER DETAILED IN EACH OF THE RESPECTIVE RESULTS SECTIONS OF THIS REPORT AND APPENDIX A. TO SUPPORT PRIORITIZATION, A SYNTHESIS OF KEY FINDINGS FROM DATA COLLECTION PROCESSES WAS PRESENTED AND SUMMARY DOCUMENTS WERE PRODUCED TO GUIDE DISCUSSION (APPENDIX D).SECONDARY DATA SOURCES WERE REVIEWED TO BETTER UNDERSTAND THE HEALTH NEEDS AND SOCIAL, ECONOMIC, AND DEMOGRAPHIC CHARACTERISTICS OF THOSE LIVING IN THE SERVICE AREA. SOURCES INCLUDED (A) THE 2025 VERSION OF COUNTY HEALTH RANKINGS & ROADMAPS, A PROJECT OF THE POPULATION HEALTH INSTITUTE OF THE UNIVERSITY OF WISCONSIN THAT IS SUPPORTED BY THE ROBERT WOOD JOHNSON FOUNDATION, (B) THE KENTUCKY CABINET FOR HEALTH AND FAMILY SERVICES, (C) THE U.S. CENSUS AMERICAN COMMUNITY SURVEY (5-YEAR ESTIMATES, 2019-2023), (D) THE WELBORN BAPTIST FOUNDATION 2025 GREATER EVANSVILLE HEALTH SURVEY, (E) THE ANNIE E. CASEY FOUNDATION: KIDS COUNT DATA CENTER, (F) KENTUCKY INCENTIVES FOR PREVENTION, AND (G) CENTERS FOR DISEASE CONTROL AND PREVENTION (CDC). PROVIDER/STAKEHOLDER SURVEYS WERE ADMINISTERED TO GATHER INSIGHTS INTO THE HEALTH ISSUES IMPACTING THE COMMUNITY. PARTICIPANTS WERE PROVIDED A LIST OF SIXTEEN (16) HEALTH ISSUES AND SOCIAL DETERMINANTS OF HEALTH, AS WELL AS AN OPPORTUNITY TO WRITE IN OTHER ISSUES NOT INCLUDED ON THE LIST. PARTICIPANTS SELECTED FIVE (5) ISSUES THEY CONSIDERED TO BE HIGHEST PRIORITY NEEDS IN THE COUNTY. RESPONDENTS THEN RANKED THE FIVE (5) ISSUES BASED ON PRIORITY. FOR EACH ISSUE IDENTIFIED, RESPONDENTS WERE THEN ASKED TO PROVIDE FEEDBACK ON THE PERCEIVED TREND OF THE ISSUE SINCE 2021, THE ADEQUACY OF RESOURCES DEVOTED TO ADDRESSING THE ISSUE, AND ANY PERCEIVED BARRIERS TO ADDRESSING THE ISSUE. PROVIDER/STAKEHOLDER FOCUS GROUPS WERE CONDUCTED VIRTUALLY WITH 29 PARTICIPANTS ACROSS 4 GROUPS REPRESENTING MEDICAL/HEALTHCARE ORGANIZATIONS AS WELL AS ORGANIZATIONS WITH UNIQUE PERSPECTIVES ON PUBLIC SERVICE, NONPROFIT SERVICES, CHILD/YOUTH DEVELOPMENT, HEALTH EQUITY, AND BUSINESS/ECONOMIC DEVELOPMENT (APPENDIX B). FOCUS GROUPS EXPANDED ON INFORMATION COLLECTED THROUGH THE SURVEYS BY PROVIDING ADDITIONAL INSIGHT INTO THE HIGHEST RANKED PRIORITY NEEDS IDENTIFIED THROUGH THE SURVEYS.LISTINGS OF THOSE COMMUNITY PARTNERS ARE INCLUDED IN THE APPENDICES SECTION OF THE CHNA REPORT (APPENDIX B) AND ALSO LISTED IN THE PRIORITIZATION PROCESS SECTION AS APPLICABLE (SECTION 6). DEACONESS HENDERSON HOSPITAL PART V, SECTION B, LINE 6B: GREEN RIVER DISTRICT HEALTH DEPARTMENT, HENDERSON COUNTY DIABETES COALITION, HOLY NAME OF JESUS CATHOLIC CHURCH, BAPTIST HEALTH DEACONESS, HABITAT FOR HUMANITY, HENDERSON CHAMBER OF COMMERCE, HENDERSON COMMUNITY COLLEGE, HENDERSON COUNTY SCHOOLS, HENDERSON HOUSING AUTHORITY, HENDERSON NURSING AND REHAB, KENTUCKY COURTS, MATTHEW 25, REDBANKS SENIOR APARTMENTS, RIVERVALLEY BEHAVIORAL HEALTH. DEACONESS HENDERSON HOSPITAL PART V, SECTION B, LINE 11: PRIORITY 1: BEHAVIORAL HEALTHDEACONESS CONTINUES TO ADDRESS BEHAVIORAL HEALTH NEEDS THROUGH COLLABORATION WITH DEACONESS CROSS POINTE TO EXPAND ACCESS TO MENTAL HEALTH SERVICES WITHIN THE COMMUNITY. EFFORTS ARE UNDERWAY TO RECRUIT A PSYCHIATRIST TO SERVE THE HENDERSON AREA AND ESTABLISH ADDITIONAL THERAPY SERVICES. PHYSICAL SPACE HAS BEEN IDENTIFIED TO SUPPORT THESE SERVICES; HOWEVER, PROVIDER RECRUITMENT REMAINS AN ONGOING, LONG-TERM PROCESS.WHILE RECRUITMENT EFFORTS CONTINUE, DEACONESS COLLABORATES WITH THE DEACONESS CROSS POINTE CARE TEAM TO CONDUCT BEHAVIORAL HEALTH ASSESSMENTS FOR PATIENTS REQUIRING MENTAL HEALTH SERVICES. THE ORGANIZATION ALSO PARTNERS WITH WESTERN STATE HOSPITAL TO EVALUATE AND COORDINATE CARE FOR PATIENTS REQUIRING A HIGHER LEVEL OF BEHAVIORAL HEALTH SERVICES NOT AVAILABLE THROUGH DEACONESS CROSS POINTE.BEHAVIORAL HEALTH, INCLUDING SUBSTANCE USE DISORDERS, REMAINS A SIGNIFICANT AND ONGOING COMMUNITY NEED. COMMUNITY ASSESSMENTS HAVE IDENTIFIED BARRIERS TO ACCESSING CARE, AND DEACONESS CONTINUES TO WORK WITH DEACONESS CROSS POINTE TO CONNECT PATIENTS WITH INTENSIVE OUTPATIENT TREATMENT PROGRAMS AND OTHER SUPPORTIVE SERVICES.TO ADDRESS CHRONIC PAIN MANAGEMENT AND REDUCE RELIANCE ON OPIOID MEDICATIONS, PAIN MANAGEMENT SPECIALISTS IMPLEMENT EVIDENCE-BASED TREATMENT APPROACHES DESIGNED TO MINIMIZE NARCOTIC USE. THROUGH TOBACCO SETTLEMENT FUNDING, DEACONESS IS ACQUIRING AN ULTRASOUND MACHINE, PROCEDURE TABLE, AND C-ARM IMAGING EQUIPMENT FOR THE PROCEDURE CENTER TO EXPAND NON-OPIOID PAIN MANAGEMENT TREATMENT OPTIONS FOR PATIENTS.PRIORITY 2: HEALTH ACCESSDEACONESS WORKS COLLABORATIVELY WITH NUMEROUS COMMUNITY PARTNERS TO IMPROVE ACCESS TO HEALTHCARE SERVICES, PARTICULARLY FOR RESIDENTS IN SURROUNDING RURAL COMMUNITIES. TRANSPORTATION ASSISTANCE IS PROVIDED THROUGH PARTNERSHIPS WITH ORGANIZATIONS SUCH AS CHEMO BUDDIES TO HELP PATIENTS OVERCOME BARRIERS TO RECEIVING NEEDED CARE.THE ORGANIZATION HAS ALSO EXPANDED ACCESS TO SPECIALTY CARE BY ADDING PROVIDERS ACROSS MULTIPLE DISCIPLINES FOR BOTH INPATIENT AND OUTPATIENT SERVICES. THESE SPECIALTIES INCLUDE GASTROENTEROLOGY, CARDIOLOGY, PAIN MANAGEMENT, PULMONARY AND CRITICAL CARE, ENDOCRINOLOGY, AND OTHER SPECIALTY SERVICES.PRIORITY 3: HEALTHY LIVINGDEACONESS CONTINUES TO PROMOTE HEALTHY LIVING THROUGH PATIENT EDUCATION INITIATIVES FOCUSED ON SMOKING CESSATION AND NUTRITIONAL COUNSELING CONSISTENT WITH ESTABLISHED DIETARY GUIDELINES.ACCESS TO DENTAL CARE WILL BE ENHANCED THROUGH A MILITARY TRAINING MISSION SCHEDULED FOR SUMMER 2026 THAT WILL PROVIDE FREE DENTAL SERVICES, INCLUDING CLEANINGS AND EXTRACTIONS, TO COMMUNITY MEMBERS REGARDLESS OF RESIDENCY STATUS.TO ADDRESS CHRONIC DISEASE MANAGEMENT, DEACONESS UTILIZES NURSE NAVIGATORS WITH SPECIALIZED EXPERTISE IN CONDITIONS SUCH AS CONGESTIVE HEART FAILURE (CHF), CHRONIC OBSTRUCTIVE PULMONARY DISEASE (COPD), AND DIABETES. THESE NURSE NAVIGATORS IMPLEMENT EVIDENCE-BASED PROTOCOLS AND PROVIDE ONGOING SUPPORT TO HELP PATIENTS EFFECTIVELY MANAGE THEIR CONDITIONS. IN ADDITION, DISCHARGED PATIENTS ARE CONNECTED WITH TIMELY FOLLOW-UP APPOINTMENTS WITH THEIR PRIMARY CARE PHYSICIANS TO IMPROVE CARE COORDINATION AND REDUCE COMPLICATIONS ASSOCIATED WITH CHRONIC DISEASES.PRIORITY 4: ADVOCACY AND AWARENESSDEACONESS SUPPORTS NUMEROUS LOCAL NONPROFIT ORGANIZATIONS THROUGH ITS COMMUNITY BENEFIT PROGRAM TO ADDRESS SOCIAL DETERMINANTS OF HEALTH AND STRENGTHEN COMMUNITY RESOURCES. ORGANIZATIONS SUPPORTED INCLUDE FATHER BRADLEY SHELTER FOR WOMEN AND CHILDREN, DANIEL PITINO SHELTER, MATTHEW 25 AIDS SERVICES, AND OTHER COMMUNITY-BASED ORGANIZATIONS THAT PROVIDE ESSENTIAL SERVICES TO VULNERABLE POPULATIONS. DEACONESS HENDERSON HOSPITAL PART V, SECTION B, LINE 15E: WELLFUND IS AVAILABLE TO DEACONESS HENDERSON HOSPITAL PATIENTS TO ASSIST WITH APPLYING FOR MEDICAID OR EXCHANGE PRODUCTS. DEACONESS HENDERSON HOSPITAL PART V, SECTION B, LINE 16J: OTHER METHOD USED TO PUBLICIZE THE FINANCIAL ASSISTANCE POLICY: DEACONESS HENDERSON HOSPITAL SEEKS OUT THE PATIENTS THAT ARE SELF-PAY AND INTERVIEWS THESE PATIENTS WHILE THEY ARE IN THE FACILITY. THE FINANCIAL ASSISTANCE POLICY IS PROMOTED TO PATIENTS. DEACONESS HENDERSON HOSPITAL SEEKS OUT THOSE PATIENTS THAT WOULD QUALIFY FOR THE FINANCIAL ASSISTANCE POLICY. COLLECTABILITY SCORING IS ALSO COMPLETED AND ALLOWANCES ARE MADE BASED UPON THESE SCORES. DEACONESS HENDERSON HOSPITAL PART V, SECTION B, LINE 24: ALL PAYERS, INCLUDING ENTITLEMENT PROGRAMS, INSURANCE COMPANIES AND PATIENTS WITHOUT INSURANCE ARE BILLED AT HOSPITAL'S STANDARD RATE. REIMBURSEMENT AND DISCOUNTS ARE BASED ON ENTITLEMENT ALLOWABLE CONTRACTUALLY, MUTUALLY AGREEABLE REDUCTIONS OF CHARGES WITH INSURANCE COMPANIES AND MUTUALLY AGREEABLE REDUCTIONS OF CHARGES WITH PATIENTS. 2 2 - WOMEN'S HEALTH SERVICES-HENDERSON 736 ELM STREET HENDERSON KY 42420 WOMEN'S HEALTH PHYSICIAN SVCS 3 - METHODIST SURGICAL SERVICES 1413 N ELM STREET SUITE 201 HENDERSON KY 42420 ORTHOPEDIC PHYSICIAN SVCS PART I, LINE 3C: METHODIST HEALTH, INC.'S FINANCIAL ASSISTANCE POLICY APPLIES TO PATIENTS WHO COME TO OUR FACILITIES AND ARE UNINSURED/UNDERINSURED, INELIGIBLE FOR GOVERNMENT HEALTH PROGRAMS, OR OTHERWISE WITHOUT ADEQUATE FINANCIAL RESOURCES TO PAY FOR HEALTH CARE SERVICES. THIS POLICY PROVIDES FINANCIAL RELIEF TO PATIENTS WHO QUALIFY BASED ON A COMPARISON OF THEIR FINANCIAL RESOURCES AND/OR INCOME TO FEDERAL POVERTY GUIDELINES. THE PROGRAM IS DESIGNED SPECIFICALLY FOR EMERGENCY OR OTHER MEDICALLY NECESSARY CARE AND PATIENTS WHOSE HOUSEHOLD FINANCIAL RESOURCES AND/OR INCOME ARE AT OR BELOW 350 PERCENT OF THE FEDERAL POVERTY LEVEL. TO QUALIFY FOR ANY ASSISTANCE, PATIENTS WILL BE ASKED TO COMPLETE A FINANCIAL ASSISTANCE APPLICATION WHICH INCLUDES INFORMATION RELATING TO HOUSEHOLD INCOME. PART I, LINE 7: THE COSTING METHODOLOGY USED TO CALCULATE THE AMOUNTS REPORTED VARIES ACCORDING TO THE INFORMATION REQUESTED AND THE MOST ACCURATE MEANS OF GATHERING THE REQUIRED INFORMATION. THE IRS WORKSHEET NUMBER 2 WAS USED TO CALCULATE A COST TO CHARGE RATIO USING INFORMATION FROM THE ORGANIZATION'S GENERAL LEDGER AND COST REPORTS. THAT RATIO WAS THEN USED IN CONJUNCTION WITH IRS WORKSHEET NUMBER 1 TO CALCULATE THE COST OF FINANCIAL ASSISTANCE PROVIDED, AND WORKSHEET NUMBER 3 WAS USED TO CALCULATE UNREIMBURSED MEDICAID AMOUNTS. THE ORGANIZATION'S COST ACCOUNTING PROGRAM WAS UTILIZED FOR CALCULATING PORTIONS OF THE SUBSIDIZED HEALTH SERVICES. THE ORGANIZATION'S COST ACCOUNTING PROGRAM ENCOMPASSES ALL PATIENT TYPES, SERVICES AND PAYORS. THE COSTS ASSOCIATED WITH A SERVICE ARE REVIEWED AND UPDATED ANNUALLY TO PROVIDE THE MOST ACCURATE COST POSSIBLE. BOTH DIRECT AND INDIRECT COSTS ARE UTILIZED IN CALCULATING COST. ACTUAL COST OF HEALTH IMPROVEMENT AND COMMUNITY BENEFIT PROGRAMS, HEALTH EDUCATION, AND DONATIONS ARE STATED AT ACTUAL COST. THE COSTS OF THESE ITEMS ARE TRACKED THROUGHOUT THE GENERAL LEDGER PROCESS AND THROUGH OTHER ACCOUNTING SOFTWARE. LINES 7E, 7F, AND 7G ARE BASED ON ACTUAL COSTS. PART I, LINE 7G: $1,330,974 OF LOSSES FROM RURAL HEALTH CLINICS OPERATED BY METHODIST HEALTH ARE INCLUDED IN SUBSIDIZED HEALTH SERVICES. PART I, LN 7 COL(F): BAD DEBT EXPENSE INCLUDED ON FORM 990, PART IX, LINE 25, COLUMN (A), BUT SUBTRACTED FOR PURPOSES OF CALCULATING PERCENTAGE IN THIS COLUMN IS $0.00. PART II, COMMUNITY BUILDING ACTIVITIES: COMMUNITY BUILDING ACTIVITIES INCLUDE THE HOSPITAL'S PARTICIPATION WITH GREEN RIVER AREA DISTRICT DEVELOPMENT, A LOCAL GROUP DEDICATED TO ADDRESSING THE HEALTHCARE NEEDS OF COMMUNITIES SERVED. ALSO, A PART OF COMMUNITY BUILDING ACTIVITIES, VARIOUS HOSPITAL ADMINISTRATION STAFF VOLUNTEER TIME AS BOARD MEMBERS OR MEMBERS OF COMMUNITY ORGANIZATION AND COALITIONS TO KEEP ABREAST OF HEALTHCARE NEEDS, CONCERNS AND ISSUES WITHIN THE AREA. PART III, LINE 2: THE HOSPITAL HAS AGREEMENTS WITH THIRD PARTY PAYORS THAT PROVIDE FOR PAYMENTS TO THE HOSPITAL AT AMOUNTS DIFFERENT FROM ITS ESTABLISHED RATES. PAYMENT ARRANGEMENTS INCLUDE PROSPECTIVELY DETERMINED RATES PER DISCHARGE, REIMBURSED COSTS, DISCOUNTED CHARGES, AND PER DIEM PAYMENTS. NET PATIENT SERVICE REVENUE IS REPORTED AT THE ESTIMATED NET REALIZABLE AMOUNTS FROM PATIENTS, THIRD PARTY PAYORS, AND OTHER FOR SERVICES RENDERED, INCLUDING ESTIMATED RETROACTIVE ADJUSTMENTS UNDER REIMBURSEMENT AGREEMENTS WITH THIRD PARTY PAYORS. RETROACTIVE ADJUSTMENTS ARE ACCRUED ON AN ESTIMATED BASIS IN THE PERIOD THE RELATED SERVICES ARE RENDERED AND ADJUSTED IN FUTURE PERIODS AS FINAL SETTLEMENTS ARE DETERMINED. THE HOSPITAL ESTIMATES AN ALLOWANCE FOR UNCOLLECTIBLE PATIENT ACCOUNTS RECEIVABLE BASED ON EVALUATION OF THE AGING OF THE ACCOUNTS, HISTORICAL LOSSES, CURRENT ECONOMIC CONDITIONS AND OTHER FACTORS UNIQUE TO THE SERVICE AREA AND THE HEALTHCARE INDUSTRY. THE COSTING METHODOLOGY USED TO DETERMINE THE AMOUNTS REPORTED ON LINE 2 IS USING THE COST-TO-CHARGE RATIO. THE RATIO WAS CALCULATED FROM WORKSHEET A, ESTIMATED BAD DEBT EXPENSE (AT COST). PART III, LINE 4: THE FOOTNOTE DESCRIBING BAD DEBT EXPENSE IS INCLUDED IN THE ATTACHED AUDITED FINANCIAL STATEMENTS UNDER FOOTNOTE "PATIENT ACCOUNTS RECEIVABLE AND "PATIENT SERVICE REVENUE" ON PAGES 11-12 AND "CHARITY CARE, COMMUNITY BENEFIT AND ASSISTANCE TO THE UNINSURED" ON PAGE 13. PART III, LINE 8: MEDICARE ALLOWABLE COSTS ARE DERIVED FROM UTILIZING THE COST TO CHARGE RATIO FOR THE 9/30/2025 FISCAL YEAR. THE CALCULATION INCLUDED MEDICARE INPATIENT AND OUTPATIENT COSTS LESS MEDICARE REIMBURSEMENT. THE SHORTFALL SHOULD BE TREATED AS COMMUNITY BENEFIT AS THE REIMBURSEMENT RECEIVED DID NOT COVER THE COST OF PROVIDING SERVICES. PART III, LINE 9B: HOSPITAL POLICY ON CHARITY CARE PROVIDES GUIDANCE ON HOW TO PROVIDE FINANCIAL ASSISTANCE FOR PATIENTS IN NEED. HOSPITAL POLICY ON INDIGENT CARE OUTLINES THE DISPROPORTIONATE SHARE HOSPITAL (DSH) PROGRAM THROUGH THE STATE OF KENTUCKY TO SERVE THE INDIGENT CARE NEEDS OF ALL PATIENTS WITHOUT ANY TYPE OF HEALTH INSURANCE. PATIENTS MUST COMPLETE A DSH APPLICATION AND MEET THE KENTUCKY DEPARTMENT OF MEDICAID SERVICES DSH PROGRAM MANUAL GUIDELINES. PART VI, LINE 2: DEACONESS UTILIZES A VARIETY OF SOURCES TO GATHER DATA ON LOCAL HEALTH CARE NEEDS. WE USE DATA FROM THE FOCUS GROUPS CONVENED DURING THE CHNA PROCESS, WELBORN BAPTIST FOUNDATION'S GREATER EVANSVILLE HEALTH SURVEY, COUNTY HEALTH RANKINGS WEBSITE, CENTERS FOR DISEASE CONTROL AND PREVENTION, NATIONAL CENTER FOR HEALTH STATISTICS, AND THE U.S. CENSUS BUREAU. ADDITIONAL INFORMATION COMES FROM OUR OWN ELECTRONIC MEDICAL RECORD SYSTEM AND THROUGH OUR INTERACTION WITH LOCAL SERVICE PROVIDERS AND OTHER NON-PROFIT ORGANIZATIONS. PART VI, LINE 3: THIS IS LISTED ON OUR WEBSITE AT HTTPS://WWW.DEACONESS.COM/PAY-MY-BILL/FINANCIAL-ASSISTANCE AND IS POSTED IN EVERY CLINIC OFFICE AND FACILITY. PART VI, LINE 4: DEACONESS DEFINES ITS COMMUNITY AS ALL PEOPLE LIVING IN HENDERSON COUNTY IN KENTUCKY AT ANY POINT IN THE YEAR.HENDERSON COUNTY HENDERSON COUNTY IS 86% WHITE, WITH 7% OF RESIDENTS IDENTIFYING AS BLACK OR AFRICAN AMERICAN ALONE. PART VI, LINE 5: DEACONESS HOSTED AND ATTENDED PUBLIC EVENTS, SUCH AS OUR ANNUAL ORAL, HEAD AND NECK CANCER SCREENINGS; COLON CANCER SCREENINGS, LOW DOSE CT SCREENINGS AND MORE OUTLINED BELOW. ADDITIONALLY, WE CREATED AND DISTRIBUTED WRITTEN AND VISUAL CONTENT THAT ADDRESSED SPECIFIC ISSUES AND HEALTH CONCERNS FOR OUR COMMUNITY.SOCIAL MEDIA POSTS:BREAST CANCER AWARENESS 10/1/2024WISE CHOICE 10/8/2024MENTAL HEALTH AWARENESS 10/10/2024PRIMARY CARE WEEK 10/11/2024GLOBAL HANDWASHING DAY 10/15/2024NATIONAL MAMMOGRAPHY DAY 10/18/2024MEGA BREAST TOUR 10/18/2024BREAST CANCER SURVIVOR TESTIMONY 10/25/2024BREAST CANCER SURVIVOR TESTIMONY 10/31/2024LUNG CANCER AWARENESS 11/1/2024LUNG CANCER SCREENING 11/8/2024WORLD DIABETES DAY 11/14/2024GREAT AMERICAN SMOKEOUT 11/24/2024WORLD AIDS DAY SCREENING 11/22/2024NO SHAVE NOVEMBER 11/22/2024SAFE TOYS AND GIFTS MONTH 12/2/2024SAFESITTER 12/4/2024HAND HYGIENE 12/6/2024ANXIETY 12/6/2024WHOOPING COUGH (PERTUSSIS) VACCINE AWARENESS 12/10/2024WHOOPING COUGH (PERTUSSIS) VACCINE AWARENESS 12/18/2024CROHN'S DISEASE AWARENESS 12/19/2024WHOOPING COUGH (PERTUSSIS) VACCINE AWARENESS 12/23/2024ANXIETY 1/3/2025WINTER STORM PREPAREDNESS 1/5/2025SLEDDING SAFETY 1/10/2025WEIGHT LOSS 1/10/2025HEAD AND NECK CANCER AWARENESS 1/15/2025LUNG DISEASE SUPPORT 1/16/2025FROSTBITE/HYPOTHERMIA AWARENESS 1/20/2025MOBILE MAMMOGRAM 1/29/2025GO RED FOR WOMEN (HEART DISEASE) 1/31/2025GO RED FOR WOMEN (HEART DISEASE) 2/1/2025AMERICAN HEART MONTH 2/3/2025GO RED FOR WOMEN (HEART DISEASE) 2/5/2025GO RED FOR WOMEN (HEART DISEASE) 2/6/2025HEART ATTACK SIGNS AND SYMPTOMS 2/8/2025IMPELLA HEART PUMP 2/11/2025CARDIAC REHAB 2/15/2025WINTER WEATHER SAFETY 2/18/2025NATIONAL CAREGIVERS DAY 2/21/2025COLON CANCER SCREENING 3/3/2025MEDICARE SEMINAR 3/3/2025NATIONAL KIDNEY MONTH 3/6/2025COLON CANCER AWARENESS MONTH 3/6/2025COLONOSCOPY AWARENESS 3/7/2025KIDNEY HEALTH 3/11/2025WORLD KIDNEY DAY / CHRONIC KIDNEY DISEASE 3/13/2025PULMONARY REHAB EDUCATION 3/15/2025FLU SEASON AWARENESS 3/18/2025KIDNEY DISEASE AWARENESS 3/20/2025AMERICAN DIABETES ALERT DAY 3/20/2025KIDNEY HEALTH 3/25/2025COLON CANCER SCREENING 3/26/2025HEAD AND NECK CANCER AWARENESS 4/1/2025HEAD AND NECK CANCER SCREENINGS 4/7/2025HEAD AND NECK CANCER SCREENINGS 4/15/2025STRESS AND ALCOHOL USE 4/18/2025STROKE AWARENESS MONTH 5/1/2025SPOT A STROKE F.A.S.T. 5/2/2025WORLD OVARIAN CANCER DAY 5/8/2025MENTAL HEALTH AND NURSING 5/9/2025SANE EDUCATION 5/9/2025SKIN CANCER AWARENESS 5/14/2025F.A.S.T. EXPERIENCE 5/14/2025STROKE AWARENESS MONTH 5/21/2025MENTAL HEALTH FOR WOMEN 5/22/2025BLOOD DONATION 5/24/2025CANCER SURVIVORSHIP 6/1/2025MEN'S HEALTH AWARENESS MONTH 6/2/2025MEN'S HEALTH AWARENESS MONTH 6/4/2025MEN'S HEALTH AWARENESS MONTH 6/9/2025MEN'S HEALTH AWARENESS MONTH 6/11/2025MEN'S HEALTH AWARENESS MONTH 6/12/2025MEN'S HEALTH AWARENESS MONTH 6/12/2025WORLD BLOOD DONATION DAY 6/14/2025HEAT SAFETY AWARENESS 6/23/2025MEN'S CANCERS 6/24/2025MEN'S HEALTH AWARENESS MONTH 6/27/2025SUMMER SAFETY 6/28/2025MEN'S HEALTH AWARENESS MONTH 6/30/2025FIREWORKS SAFETY 7/2/2025SKIN HEALTH AWARENESS 7/17/2025PEDIATRIC PHYSICAL THERAPY 7/18/2025HEATH SAFETY 7/19/2025BLOOD DONATION 7/21/2025INFANT MORTALITY 7/23/2025UV SAFETY AWARENESS 7/25/2025BACK-TO-SCHOOL HEALTH 7/28/2025PEDIATRIC PHYSICAL THERAPY 7/30/2025BACK-TO-SCHOOL HEALTH 7/30/2025WORLD LUNG CANCER DAY 8/1/2025NATIONAL BREASTFEEDING MONTH 8/16/2025BITE THERAPY 9/4/2025WORLD SEPSIS DAY 9/13/2025TIF PROCEDURE FOR GERD 9/17/2025BLOOD DONATION 9/17/2025BREAST CANCER AWARENESS 9/19/2025PROSTATE CANCER DETECTION 9/23/2025COCHLEAR IMPLANTS 9/26/2025MAMMOGRAMS 9/29/20252025 NUMBER SCREENED117 ACROSS MULTIPLE EVENTS2025 NUMBERS SCREENED AT EVENTSSKIN CANCER - 32ORAL, HEAD AND NECK CANCER - 85PATIENT CARE - MEDICATION ASSISTANCE AND FAMILY MEDICINE RESIDENCY CLINICDEACONESS PROVIDES FREE AND REDUCED CARE WITHIN OUR HOSPITAL BUILDINGS. THROUGH OUR MEDICATION ASSISTANCE PROGRAM (MAP) AND OUR FAMILY PRACTICE RESIDENCY CLINIC, PATIENTS CAN ACCESS THE HIGH-QUALITY HEALTH CARE THEY NEED IN CONVENIENT LOCATIONS AND AT A PRICE THEY CAN AFFORD.SIMILARLY, THE MAP FOR DEACONESS HENDERSON HOSPITAL PROVIDED 2,866 PATIENTS WITH $11,961,437.51 IN ASSISTANCE.BEHAVIORAL HEALTH AND SUICIDE PREVENTION STAFF FROM DEACONESS CROSS POINTE EDUCATED THOUSANDS OF PEOPLE IN THE SURROUNDING COMMUNITY ABOUT BEHAVIORAL HEALTH, RELATED RESOURCES, AND SUICIDE PREVENTION.LOCAL SPONSORSHIPS - IN FY 24-25, DEACONESS SPONSORED PROGRAMS AND ACTIVITIES FOR MORE THAN 50,000 PEOPLE, CONTRIBUTING MORE THAN $130,000 IN SUPPORT OF CLUBS, GROUPS, SOCIAL SERVICE ORGANIZATIONS, AND OTHERS STRIVING TO MAKE OUR COMMUNITY A BETTER PLACE. PART VI, LINE 7, REPORTS FILED WITH STATES KY 1 CLIFF HAGAN BOYS & GIRLS CLUB 3415 BUCKLAND SQUARE OWENSBORO KY 42303 610663746 501C3 10000 0 CAPITAL CAMPAIGN HENDERSON COMMUNITY COLLEGE 2660 SOUTH GREEN STREET HENDERSON KY 42420 131837418 501C3 50000 0 EDUCATION EXCELLENCE HENDERSON ECONOMIC DEVELOPMENT CORP PO BOX 874 HENDERSON KY 42419 822574175 501C6 20000 0 ECONOMIC DEVELOPMENT THE CITY OF HENDERSON PO BOX 716 HENDERSON KY 424190716 616001840 HENDERSON COUNTY 100000 0 SUPPORT DEVELOPMENT OF NEW SPORTS COMPLEX AUDUBON KIDS ZONE INC 1325 POWELL STREET HENDERSON KY 42420 811166593 501C3 10000 0 CHILD DEVELOPMENT AND ENRICHMENT HENDERSON CHRISTIAN COMMUNITY OUTREACH 509 5TH STREET HENDERSON KY 42420 611109652 501C3 20000 0 FOOD PANTRY DANIEL PITINO SHELTER INC 501 WALNUT STREET OWENSBORO KY 42301 611245271 501C3 20000 0 SERVICES FOR THE HOMELESS 7 0 PART I, LINE 2: METHODIST CONFIRMS ALL RECIPIENT ORGANIZATION'S GOALS COINCIDE WITH METHODIST HEALTH'S MISSION OF PROVIDING COMPASSIONATE, HIGH QUALITY AND COST EFFECTIVE SERVICES THAT ADDRESS MENTAL, SPIRITUAL, AND PHYSICAL NEEDS AND WORK TO IMPROVE THE HEALTH STATUS OF THE COMMUNITIES SERVED. THE ORGANIZATION'S USAGE OF THE FUNDS ARE TO PROVIDE NEEDED SERVICES TO OUR COMMUNITY TO IMPROVE HEALTH AND WELLNESS FOR THE CITIZENS IN THE SURROUNDING AREA. X 1 1 0 1 0 0 0 1 1 1 0 LYNN LINGAFELTER SECRETARY (END 04/2025)/VP & COO 0 694891 0 216135 0 161934 0 162333 0 36046 0 1271339 0 158553 CHERYL WATHEN VP & CFO 0 660905 0 178364 0 149595 0 148420 0 46099 0 1183383 0 143448 DENNIS BECK MD ASSOCIATE CMO 475257 475256 5863 5863 17960 17960 6038 6037 17311 17310 522429 522426 0 0 KRISTOPHER J BEICKMAN MD PHYSICIAN 751287 0 28953 0 29040 0 16075 0 33277 0 858632 0 0 0 SARAH E O'NAN MD PHYSICIAN 648152 0 29187 0 14474 0 16075 0 18631 0 726519 0 0 0 PUSHKARAJ N JADHAV MD PHYSICIAN 612451 0 0 0 8848 0 0 0 30498 0 651797 0 0 0 LASHA-GIORGI ESEBUA MD PHYSICIAN 541443 0 0 0 14178 0 7814 0 34007 0 597442 0 0 0 RAMI H DIAB MD PHYSICIAN 530828 0 0 0 14325 0 10691 0 11796 0 567640 0 0 0 KELLI MATTHEW MD FORMER DIRECTOR & CMO 418477 0 0 0 0 0 0 0 0 0 418477 0 0 0 LINDA E WHITE CAO 118112 118112 28353 28353 1795 1795 7436 7436 5750 5750 161446 161446 0 0 CURTIS MICHAEL WEBB CHAIRMAN 0 200662 0 45433 0 1194 0 8933 0 33508 0 289730 0 0 AMBER POWELL COO HENDERSON (BEG 04/25)/CAO UNION 0 142931 0 26143 0 1265 0 6260 0 34359 0 210958 0 0 KINTINA CHAPMAN CNO 78927 78926 12114 12115 115 115 0 0 906 906 92062 92062 0 0 PART I, LINE 1A SOCIAL CLUB DUES ARE PAID FOR LINDA WHITE FOR ORGANIZATION BUSINESS ONLY. ANY PERSONAL USE OF THE CLUB MUST BE PAID BY THE EMPLOYEES. PART I, LINE 3 THE FOLLOWING METHODS WERE USED BY DEACONESS HEALTH SYSTEM, A RELATED NON-PROFIT ORGANIZATION, TO DETERMINE THE COMPENSATION FOR THE CEO: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -COMPENSATION STUDY OR SURVEY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PART I, LINE 4B SEVERANCE, NONQUALIFIED, AND EQUITY-BASED PAYMENTS: NONQUALIFIED: DENNIS BECK $23,000 LYNN LINGAFELTER $23,000 LINDA WHITE $23,000 CHERYL WATHEN $23,000 KRISTOPHER BEICKMAN $23,000 SARAH O'NAN $23,000 PUSHKARAJ JADHAV $23,000 PART 1, 4B: LYNN LINGAFELTER: SUPPLEMENTAL ACCUMULATION ACCOUNT CONTRIBUTIONS OF $150,258. SUPPLEMENTAL ACCUMULATION ACCOUNT PAYOUT OF $158,553. CHERYL WATHEN: SUPPLEMENTAL ACCUMULATION ACCOUNT CONTRIBUTIONS OF $136,345. SUPPLEMENTAL ACCUMULATION ACCOUNT PAYOUT OF $143,448. PART I, LINE 6 COMPENSATION CONTINGENT UPON NET EARNINGS: INCENTIVE COMPENSATION PAYMENTS MADE BY THE ORGANIZATION ARE BASED UPON SUCCESSFUL ACHIEVEMENT OF ESTABLISHED INPATIENT SATISFACTION MEASURES, OUTPATIENT SATISFACTION MEASURES, COMPLIANCE WITH PUBLICLY REPORTED QUALITY INDICATORS, OPERATING MARGIN AS WELL AS OTHER TECHNICAL AND PERSONAL FUNCTIONAL GOALS OF BOTH THE ORGANIZATION AND RELATED ORGANIZATIONS. METHODIST HEALTH'S INCENTIVE COMPENSATION PROGRAMS ARE FORMULATED TO REWARD BEHAVIOR THAT BALANCES PATIENT NEEDS AND EFFICIENT DELIVERY OF PATIENT CARE TO ENSURE THE BEST OUTCOMES ARE ACHIEVED. PART I, LINE 7 PHYSICIANS ARE ELIGIBLE FOR INCENTIVE COMPENSATION. THE PHYSICIAN IS COMPENSATED FOR EACH WORK RVU PERFORMED BY A PHYSICIAN IN A CALENDAR YEAR IN EXCESS OF THE PHYSICIAN'S WORK RVU INCENTIVE THRESHOLD FOR THE CALENDAR YEAR MULTIPLIED BY THE INCENTIVE RVU PAYMENT. FORM 990, PART I, LINE 1 EDUCATION, AND ADVANCING HEALTH KNOWLEDGE THROUGH RESEARCH. FORM 990, PAGE 1, ITEM J: WWW.DEACONESS.COM/KENTUCKY/DEACONESS-HENDERSON-HOSPITAL FORM 990, PART III, LINE 1 EDUCATION, AND ADVANCING HEALTH KNOWLEDGE THROUGH RESEARCH. FORM 990, PART VI, SECTION A, LINE 6 DEACONESS HEALTH KENTUCKY, INC. IS THE SOLE CORPORATE MEMBER OF METHODIST HEALTH, INC. FORM 990, PART VI, SECTION A, LINE 7A FIVE INDIVIDUALS ARE APPOINTED TO THE BOARD BY THE SOLE MEMBER, DEACONESS HEALTH OF KENTUCKY, INC. FOUR INDIVIDUALS ARE APPOINTED TO THE BOARD BY A MAJORITY VOTE OF THE MEMBERS PRESENT AT A MEETING OF THE ADVISORY BOARD CALLED FOR SUCH PURPOSE AT WHICH A QUORUM IS PRESENT AND COLLECTIVELY WITH THE DHKY DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE FOLLOWING MATTERS SHALL REQUIRE THE APPROVAL OF DEACONESS HEALTH KENTUCKY, INC. ("DHKY OR "MEMBER"): A. APPROVAL OF ANNUAL OR LONG-TERM CAPITAL BUDGETS, OPERATING BUDGETS AND STRATEGIC PLANS, OR ANY EXPENDITURE IN EXCESS OF FIFTY THOUSAND DOLLARS ($50,000) NOT INCLUDED IN AN APPROVED BUDGET. B. THE SALE OR TRANSFER OF SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION OR ONE (1) OR BOTH OF METHODIST HOSPITAL IN HENDERSON, KY AND/OR METHODIST HOSPITAL IN UNION COUNTY, KY (COLLECTIVELY, THE "HOSPITALS AND EACH INDIVIDUALLY, A "HOSPITAL"). C. THE FILING OF BANKRUPTCY OR SIMILAR INSOLVENCY PROCESS WITH RESPECT TO THE CORPORATION OR ONE (1) OR BOTH OF THE HOSPITALS. D. ANY TRANSFER OF SUBSTANTIAL MANAGEMENT RESPONSIBILITY WITH RESPECT TO THE CORPORATION OR ONE (1) OR BOTH OF THE HOSPITALS. E. ANY AMENDMENT TO THE CORPORATION'S ARTICLES OF INCORPORATION OR BYLAWS. F. ANY BORROWING OR OTHER FINANCIAL COMMITMENT IN AN AGGREGATE AMOUNT EQUAL TO OR GREATER THAN FIVE HUNDRED THOUSAND DOLLARS ($500,000), OR ANY AMENDMENT TO FINANCING OR LOAN DOCUMENTS TO WHICH THE CORPORATION IS A PARTY. G. ANY DECISION TO (I) CHANGE THE NAME OF THE HOSPITALS; (II) CHANGE THE HENDERSON HOSPITAL CAMPUS FROM ACUTE CARE HOSPITAL STATUS OR THE UNION COUNTY HOSPITAL CAMPUS FROM CRITICAL ACCESS HOSPITAL STATUS; (III) CHANGE, REDUCE, OR ELIMINATE THE SWING BED APPROVAL FOR THE UNION COUNTY HOSPITAL CAMPUS; OR (IV) SUBSTANTIALLY REDUCE OR TERMINATE A SUBSTANTIAL EXISTING SERVICE OF EITHER HOSPITAL. H. ANY DECISION TO REDUCE (BELOW WHAT IS CURRENTLY APPROVED) THE LEVEL OF CHARITABLE SERVICES TO THE COMMUNITY. I. ANY ACTION INCONSISTENT WITH THE ACTIONS OR RECOMMENDATIONS OF THE QUALITY COMMITTEE. J. ANY DECISION RELATING TO TERMINATION OF, OR ANY OTHER MATERIAL ACTION RELATING TO, THE METHODIST HOSPITAL RETIREMENT PLAN. K. ADOPTION OF ANY POLICIES RELATING TO THE OPERATION OF THE BOARD, THE CORPORATION, OR THE HOSPITALS THAT ARE INCONSISTENT WITH POLICIES OF THE MEMBER. L. APPOINTMENT OR REMOVAL OF THE CHIEF EXECUTIVE OFFICER OR CHIEF FINANCIAL OFFICER (OR EQUIVALENT) OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE IRS FORM 990 IS PRESENTED TO DH CFO AND CEO OF THE ORGANIZATION FOR REVIEW. AFTER THIS REVIEW AND ALL QUESTIONS HAVE BEEN ANSWERED, THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS OF DEACONESS HEALTH SYSTEM PRIOR TO FILING. ANY ADDITIONAL QUESTIONS ARE ANSWERED AND THE FILING OF THE FORM IS COMPLETED. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST REVIEW AND COMPLIANCE ACTIVITIES ARE CONDUCTED THROUGHOUT THE YEAR UNDER THE DIRECTION OF DEACONESS HEALTH'S CORPORATE COMPLIANCE OFFICER. UPON APPOINTMENT AND ANNUALLY THEREAFTER, OFFICERS, TRUSTEES, DIRECTORS, AND KEY EMPLOYEES, ALSO KNOWN AS INTERESTED PERSONS, ARE REQUIRED TO COMPLETE THE CONFLICTS OF INTEREST AND/OR THE DISCLOSURE QUESTIONNAIRE. THESE DOCUMENTS SERVE TO ENSURE THAT INTERESTED PERSONS HAVE AN APPROPRIATE AND TIMELY MANNER IN WHICH TO DISCLOSE ANY POTENTIAL CONFLICTS. CONFLICTS ARE CONSIDERED WITH RESPECT TO OUTSIDE INTEREST, INVESTMENTS, OUTSIDE ACTIVITIES, AND BUSINESS INTERESTS AMONG THE INTERESTED PERSONS AS WELL AS THEIR FAMILY MEMBERS ON A PERIODIC BASIS. REVIEWS OCCUR TO ENSURE METHODIST HEALTH OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSE. SUBJECTS THAT ARE REVIEWED ON A PERIODIC BASIS INCLUDE COMPENSATION, PHYSICIAN RELATIONSHIPS, PARTNERSHIP AND JOINT VENTURE ARRANGEMENTS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR TOP OFFICIALS AND OTHER OFFICERS METHODIST HEALTH UTILIZES THE DEACONESS HEALTH COMPENSATION COMMITTEE TO APPROVE EXECUTIVE, DIRECTOR AND PHYSICIAN COMPENSATION AS WELL AS EXECUTIVE AND PHYSICIAN BENEFITS PROGRAMS. THE COMPENSATION COMMITTEE IS APPOINTED BY THE BOARD OF DIRECTORS OF DEACONESS HEALTH AND MUST MEET THE INDEPENDENCE REQUIREMENTS OF THE SEC. THE COMMITTEE HAS THE POWER AND AUTHORITY TO: 1) ANNUALLY REVIEW AND APPROVE AND RECOMMEND TO THE BOARD OF DIRECTORS FOR ITS FINAL APPROVAL FOR THE CEO AND EACH OTHER EXECUTIVE OFFICER OF THE SYSTEM ALL ELEMENTS OF EXECUTIVE COMPENSATION 2) MONITOR BROADLY THE STRUCTURE, PHILOSOPHY OR COMPETITIVENESS OF THE SYSTEM'S GENERAL HIRING OR COMPENSATION PRACTICES 3) OVERSEE THE ESTABLISHMENT AND ADMINISTRATION OF THE COMPANY'S BROAD-BASED BENEFIT PLANS AND PROGRAMS 4) REVIEW OR APPROVE SIGNIFICANT AMENDMENTS OR CHANGES TO THE PLANS AND PROGRAMS 5) RETAIN AND TERMINATE ANY COMPENSATION CONSULTANT TO BE USED TO ASSIST IN THE EVALUATION OF DIRECTOR, CEO OR EXECUTIVE OFFICE COMPENSATION 6) SOLE AUTHORITY TO APPROVE THE CONSULTANT'S FEES AND OTHER RETENTION TERMS 7) OBTAIN ADVICE AND ASSISTANCE FROM INTERNAL OR EXTERNAL LEGAL, ACCOUNTING OR OTHER ADVISORS 8) APPROVE ALL PHYSICIAN AND PHYSICIAN RELATED CONTRACTS 9) MAKE REGULAR REPORTS TO THE BOARD FORM 990, PART VI, SECTION C, LINE 19 METHODIST HEALTH'S ARTICLES OF INCORPORATION ARE ON THE SECRETARY OF STATE'S WEBSITE. METHODIST HEALTH IS PART OF A CONSOLIDATED FINANCIAL STATEMENT WHICH IS AVAILABLE WITH THE PUBLIC DISCLOSURE COPY OF THE IRS FORM 990. GOVERNING DOCUMENTS, ASIDE FROM THE ARTICLES OF INCORPORATION, AND THE CONFLICT-OF-INTEREST POLICY ARE NOT AVAILABLE FOR PUBLIC INSPECTION. FORM 990, PART VII & SCHEDULE J, PART II: WE DO NOT USE A COMMON PAYMASTER. ALL SHARED STAFF AND DUAL-OFFICERS ARE PAID AND W-2'S SOLELY BY DHS. METHODIST HEALTH REPORTS ALL SUCH COMPENSATION AS RELATED ORGANIZATION COMPENSATION IN PART VII COL (E) AND SCHEDULE J ROW (II). THE INTERCOMPANY ALLOCATION AND SUBSIDY ARE REPORTED AS OPERATIONAL TRANSFERS/ALLOCATIONS, NOT AS DIRECT COMPENSATION BY THE SUBSIDIARY. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES & PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 25,756,930. MANAGEMENT AND GENERAL EXPENSES 3,109,444. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,866,374. 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