2026-05-14T07:48:14-05:00 2025-06-30 351178661 BLUE & CO LLC 500 N MERIDIAN ST SUITE 200 INDIANAPOLIS IN 46204 990 2024-07-01 610605336 ST CLAIRE MEDICAL CENTER INC STCL 6067836500 222 MEDICAL CIRCLE MOREHEAD KY 40351 CHRIS MCCLURG CFO/VP FINANCIAL SERVICES 6067836500 2026-05-13 1 1 EMILIE M KNIERIEM CPA P01330194 3176334705 2026-05-13 2024 2025-03-06 01:10:19Z ST CLAIRE HEALTHCARE DONALD LLOYD II 222 MEDICAL CIRCLE MOREHEAD KY 40351 321404726 0 X WWW.ST-CLAIRE.ORG X 1963 KY TO ADVANCE THE HEALTH AND WELL-BEING OF THE PEOPLE OF NORTHEASTERN KENTUCKY THROUGH ACCESSIBLE, HIGH-QUALITY, PATIENT-CENTERED CARE, INNOVATION, EDUCATION, AND RESEARCH THAT MEET THE EVOLVING NEEDS OF OUR COMMUNITIES. 11 8 1808 45 44716 2623 2527066 1880048 241662546 309304125 420145 1269646 19390654 6199637 264000411 318653456 30539308 860371 0 0 139802840 162618087 0 0 0 117243833 136726293 287585981 300204751 -23585570 18448705 150354911 198443394 91650432 83588699 58704479 114854695 X TO ADVANCE THE HEALTH AND WELL-BEING OF THE PEOPLE OF NORTHEASTERN KENTUCKY THROUGH ACCESSIBLE, HIGH-QUALITY, PATIENT-CENTERED CARE, INNOVATION, EDUCATION, AND RESEARCH THAT MEET THE EVOLVING NEEDS OF OUR COMMUNITIES. 0 0 235971305 860370 289060423 UK ST. CLAIRE (UKSC) IS THE LARGEST EMPLOYER IN THE REGION WITH OVER 1,300 STAFF MEMBERS INCLUDING MORE THAN 100 MEDICAL PROVIDERS REPRESENTING 32 MEDICAL SPECIALTIES. IT INCLUDES THE LARGEST RURAL HOSPITAL IN NORTHEASTERN KENTUCKY WITH 159 BEDS, 7 PRIMARY CARE LOCATIONS LOCATED WITHIN 5 COUNTIES, A MULTI-SPECIALTY MEDICAL PAVILION, AN OUTPATIENT CENTER, FEATURING URGENT CARE AND THERAPY SERVICES, HOMECARE SERVICES, AND OPERATES 3 RETAIL SERVICES INCLUDING FAMILY MEDICAL SUPPLY, PHARMACY, AND AESTHETICS. THE HOSPITAL IS AN ESTABLISHED TRAINING SITE FOR THE UNIVERSITY OF KENTUCKY SCHOOL OF MEDICINE'S PHYSICIAN RESIDENCY PROGRAMS. UKSC'S SERVICE REGION SERVES A POPULATION OF OVER 160,000 IN BATH, CARTER, ELLIOTT, FLEMING, LEWIS, MAGOFFIN, MENIFEE, MONTGOMERY, MORGAN, ROWAN, AND WOLFE COUNTIES WITH SIX PRIMARY CARE CLINICS LOCATED IN FRENCHBURG, MOREHEAD, OLIVE HILL, OWINGSVILLE, AND SANDY HOOK. ALL UKSC SERVICES ARE ACCREDITED BY THE JOINT COMMISSION. 14087444 17256853 HOME CARE:UK ST. CLAIRE HOMECARE IS A SERVICE PROVIDED BY UKSC OFFERING A FULL RANGE OF HOME CARE SERVICES FOR PATIENTS TO RECOVER IN THEIR OWN HOMES. AS ONE OF THE LARGEST PROGRAMS IN THE STATE, UK ST. CLAIRE HOMECARE IS A COMPREHENSIVE IN-HOME SERVICE SYSTEM COMPRISED OF HOME HEALTH, HOSPICE, AND HOME MEDICAL EQUIPMENT. OUR COMMITTED STAFF INCLUDES NURSES, THERAPISTS AND AIDES WORKING AS A TEAM TO HELP MEET VIRTUALLY EVERY HOME CARE NEED. UK ST. CLAIRE HOMECARE IS MEDICARE-CERTIFIED AND LICENSED IN THE STATE OF KENTUCKY. 7178607 8793659 URGENT AND PRIMARY CARE: THE UKSC URGENT CARE CENTER OFFERS WALK-IN CARE, SEVEN DAYS A WEEK. THE SERVICE OFFERS ON-SITE LAB AND RADIOLOGY SERVICES TO DIAGNOSE, TREAT, AND MANAGE URGENT MEDICAL CONDITIONS AND MINOR INJURIES. UKSC OFFERS A SYSTEM OF SEVEN PRIMARY CARE CLINICS THAT PROVIDE A FULL RANGE OF PREVENTIVE AND THERAPEUTIC HEALTHCARE SERVICES, FROM NEWBORNS TO GERIATRICS, INCLUDING OBSTETRICAL SERVICES. THE UK ST. CLAIRE PRIMARY CARE MEDICAL STAFF INCLUDES BOARD-CERTIFIED FAMILY MEDICINE PHYSICIANS AS WELL AS ADVANCED REGISTERED NURSE PRACTITIONERS, CERTIFIED PHYSICIAN ASSISTANTS, AND FAMILY MEDICINE RESIDENTS AFFILIATED WITH THE UNIVERSITY OF KENTUCKY. 257237356 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 0 0 0 1 1 1 0 0 0 0 0 1 0 0 0 1 162 0 1 1808 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 11 8 0 0 1 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 KY X CHRIS MCCLURG CFOVP FINANCIAL SERVICES 6067836500 222 MEDICAL CIRCLE MOREHEAD KY 40351 DONALD LLOYD II CEO/PRESIDENT, EX-OFFICIO 40.00 0.50 X X 998317 0 50009 AARON PARKER BANKS DO VICE PRESIDENT 40.00 0.50 X X 365141 0 53059 WILLIAM H REDWINE CHAIR 2.00 0.50 X X 0 0 0 ANTHONY E HELTON VICE CHAIRMAN (END 06/24) 2.00 0.00 X X 0 0 0 SISTER MARLA MONAHAN SND PAST CHAIR (END 06/24) 2.00 0.00 X X 0 0 0 DAN MARKWELL MEMBER (END 06/24) 2.00 0.00 X 0 0 0 BOB ALBERT PHD MEMBER (END 06/24) 2.00 0.00 X 0 0 0 SHELLEY IRVING PA-C MEMBER 2.00 0.00 X 0 0 0 ANGELA M GATES MEMBER (END 06/24) 2.00 0.00 X 0 0 0 KAREN NICHOLE SMITH LNHA MEMBER (END 06/24) 2.00 0.00 X 0 0 0 SR MARGE MOUCH SND MEMBER (END 06/24) 2.00 0.00 X 0 0 0 JOHN P NORTHCUTT MEMBER 2.00 0.00 X 0 0 0 RUSSELL C WARD MEMBER (END 06/24) 2.00 0.00 X 0 0 0 ROBERT DIPAOLA MEMBER (BEG 06/24) 2.00 0.00 X 0 0 0 CRAIG COLLINS MEMBER (BEG 06/24) 2.00 0.00 X 0 0 0 ERIC MONDAY MEMBER (BEG 06/24) 2.00 0.00 X 0 0 0 GINA DUGAS MEMBER (BEG 06/24) 2.00 0.00 X 0 0 0 MARK BIRDWHISTELL MEMBER (BEG 06/24) 2.00 0.00 X 0 0 0 PENNY COX MEMBER (BEG 06/24) 2.00 0.00 X 0 0 0 CHRIS MCCLURG CFO/TREASURER 50.00 0.50 X 622007 0 53009 LESA P HOPSON SECRETARY 40.00 0.50 X 80568 0 15208 WILLIAM L MELAHN MD SR. VP OF QUALITY AND CLINICAL AFFAIRS 40.00 0.00 X 443065 0 50009 GARY BUNCH MD VP MEDICAL AFFAIRS/CMO 40.00 0.00 X 409710 0 28355 TRAVIS BAILEY SR. VP ADMINISTRATION/CSO 50.00 0.00 X 367390 0 37374 KATHLEEN WILSON VP NURSING 40.00 0.00 X 256079 0 34859 ANDY B PRICE VP INFO TECHNOLOGY/CIO 40.00 0.00 X 271240 0 22405 CHRISTA MURPHY CHIEF HUMAN RESOURCES OFFICER 40.00 0.00 X 200504 0 29507 MARK RHODES VP UKSC MEDICAL GROUP 40.00 0.00 X 172620 0 16616 PHILLIP OVERALL MD MEDICAL DIRECTOR - EMERGENCY SERVICES 40.00 0.00 X 610626 0 50009 AMANDA RAMEY DO MEDICAL DIRECTOR - PRIMARY CARE 40.00 0.00 X 716594 0 39097 THADIS C COX MD GASTROENTEROLOGIST 40.00 0.00 X 1388593 0 53059 MANSHA U KAHLOON MD CARDIOLOGIST 40.00 0.00 X 1375934 0 53059 AHMAD ABUARQOUB PHYSICIAN 40.00 0.00 X 1143842 0 28355 WILLIAM D LEWIS MD RADIOLOGIST 40.00 0.00 X 1132095 0 50009 STEPHEN A WILLIAMS RADIOLOGIST 40.00 0.00 X 1200147 0 53059 O THOMAS NEWCOMB IV FORMER MEMBER/UROLOGIST (END 06/24) 40.00 0.00 X 585628 0 50009 MARIE A DENNISON MD PHYSICIAN/FORMER MEMBER 40.00 0.00 X 301277 0 28355 12641377 0 795421 254 1 1 0 RADAR HEALTHCARE PROVIDERS PO BOX 1708 WATKINSVILLE GA 30677 PROFESSIONAL SERVICES 1204800 DOCSTAR MEDICAL PARTNERS 560 VILLAGE BLVD STE 260 WEST PALM BEACH FL 33409 PROFESSIONAL SERVICES 1179680 CLOUD WAVE HEALTHCARE IT SOLUTIONS PO BOX 773070 DETROIT MI 482773070 IT SERVICES 873629 BLUE & CO LLC 2650 EASTPOINT PKWY SUITE 300 LOUISVILLE KY 40223 PROFESSIONAL SERVICES 816577 LOCUM TENENSCOM PO BOX 405547 ATLANTA GA 303845547 PROFESSIONAL SERVICES 669867 23 1692983 187065 1880048 NET PATIENT SERVICE REVENUE 621999 287880047 287880047 PHARMACY REVENUE 456110 21424078 21379922 44156 309304125 1154142 1154142 297558 7992 289566 289566 289566 2617040 2501536 115504 115504 115504 300287 241742 58545 58545 GME PAYMENTS 900099 1078339 1078339 CAFETERIA & CATERING INCOME 722310 1024455 1023895 560 REBATE REVENUE 900099 288555 288555 3460177 3460177 5851526 318653456 315110935 44716 1617757 840371 840371 20000 20000 5453729 4902708 551021 949944 853966 95978 126706422 113904566 12801856 5321211 4877753 443458 15975873 14361742 1614131 8210908 7381314 829594 270271 270271 481545 481545 11647 11647 27341253 20383588 6957665 533781 309286 224495 6412407 3715515 2696892 3446720 1997119 1449601 3916978 2269599 1647379 1801493 1043832 757661 702501 407047 295454 1108033 111241 996792 6489151 1429295 5059856 4364177 2528718 1835459 DRUGS AND MEDICAL SUPPL 63337047 63337047 PROVIDER TAX 7125351 7125351 REPAIRS AND MAINTENANCE 5064524 2934517 2130007 DUES AND SUBSCRIPTIONS 3215241 1862994 1352247 1104173 639787 464386 300204751 257237356 42967395 0 X 4987956 8407948 32199471 40625348 521494 409014 28275578 30657913 749226 838957 6127137 5932905 2917449 4716751 84431769 4636554 38022183 79795215 4182818 371765 32371599 26687578 150354911 198443394 40745539 46783004 695273 581980 29374029 27844714 20835591 8379001 91650432 83588699 X 0 0 0 0 58704479 114854695 58704479 114854695 150354911 198443394 X 18448705 132847 37568664 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 11647 11647 0 PART II-B, LINE 1: ST. CLAIRE PAID MEMBERSHIP DUES TO KHA, OF WHICH A PORTION OF THE DUES WERE USED FOR LOBBYING EXPENSES BY THE TRADE ORGANIZATION. 16069000 16069000 44180170 2439402 41740768 1338250 164097 1174153 17604912 2025149 15579763 5239437 7906 5231531 79795215 RELATED PARTY RECEIVABLE 1974695 ASSETS WHOSE USE IS LIMITED (AWUL) 2572770 ROU ASSET - OPERATING LEASE 5094421 INVESTMENT IN KENTUCKY HEALTH COLLABORATIVE 100183 ESTIMATED THIRD PARTY SETTLEMENTS 51475 UNIVERSITY OF KY - DIRECTED PAYMENTS RECEIVABLE 16894034 26687578 PROFESSIONAL LIABILITY CLAIMS RESERVE 3108931 ROU LIABILITY - OPERATING LEASE 5166766 SUBSCRIPTION LIABILITIES - SBITA 103304 8379001 X PART X, LINE 2: ALL ENTITIES HAVE BEEN RECOGNIZED AS EXEMPT FROM INCOME TAX UNDER SECTION 501 OF THE INTERNAL REVENUE CODE AND A SIMILAR PROVISION OF STATE LAW. HOWEVER, THESE ENTITIES ARE SUBJECT TO FEDERAL INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME. ALL ENTITIES FILE TAX RETURNS UN THE U.S. FEDERAL JURISDICTION. 1 1 1 X 125.000000000000 1 X 1 1 0 1 1 586654 586654 0.00200 56945801 114606334 0 0.00000 57532455 114606334 586654 0.00200 7 2646347 2646347 0.00880 4 4570153 4570153 0.01520 6 6188475 6188475 0.02060 270450 270450 0.00090 17 13675425 13675425 0.04550 17 71207880 114606334 14262079 0.04750 2450 2450 0.00000 51000 51000 0.00020 53450 53450 0.00020 1 18407206 0 30932165 35210755 -4278590 X 1 1 1 1 ST CLAIRE REGIONAL MEDICAL CENTER 222 MEDICAL CIRCLE DRIVE MOREHEAD KY 40351 WWW.ST-CLAIRE.ORG X X ST CLAIRE REGIONAL MEDICAL CENTER 1 0 0 1 X X X X X X X X X 23 1 0 0 1 X HTTPS://WWW.ST-CLAIRE.ORG/ABOUT-US/COMMUNITY-HEALTH-NEEDS/ X 1 23 1 HTTPS://WWW.ST-CLAIRE.ORG/ABOUT-US/COMMUNITY-HEALTH-NEEDS/ 0 1 X 125.000000000000 200.000000000000 X X X X X 1 1 X X X 1 X HTTPS://WWW.ST-CLAIRE.ORG/PATIENTS-VISITORS/BILLING-INFORMATION/ X HTTPS://WWW.ST-CLAIRE.ORG/PATIENTS-VISITORS/BILLING-INFORMATION/ X HTTPS://WWW.ST-CLAIRE.ORG/PATIENTS-VISITORS/BILLING-INFORMATION/ X X X X 1 0 X X X X 1 X 0 0 ST. CLAIRE REGIONAL MEDICAL CENTER PART V, SECTION B, LINE 5: ST. CLAIRE HEALTHCARE ("SCH") ENLISTED THE SERVICES OF BLUE & CO., LLC (BLUE), A CERTIFIED PUBLIC ACCOUNTING FIRM SPECIALIZING IN ACCOUNTING, TAX, AND COMPLIANCE FOR THE HEALTHCARE INDUSTRY, TO CONDUCT A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND ANALYZE THE DATA IN ACCORDANCE WITH THE REQUIREMENTS OUTLINED IN SECTION 9007 OF THE PATIENT PROTECTION AND AFFORDABLE CARE ACT (PPACA) OF 2010. ST. CLAIRE HEALTHCARE FULLY FUNDED THE ASSESSMENT PROCESS.THE PRIMARY DATE WAS COLLECTED, ANALYZED, AND PRESENTED WITH THE ASSISTANCE OF BLUE. TWO PRIMARY DATA COLLECTION METHODS WERE USED: 1) SURVEYS AND 2) PERSONAL INTERVIEWS. BLUE AND SCH DEVELOPED A SURVEY TO GATHER OPINIONS, PERSPECTIVES, AND OVERALL COMPREHENSION FROM COMMUNITY MEMBERS WHO ENCOMPASS A WIDE RANGE OF INTERESTS, INCLUDING THOSE WITH SPECIFIC EXPERTISE IN PUBLIC HEALTH. THESE INDIVIDUALS ALSO ADVOCATED FOR THE MEDICALLY UNDERSERVED, LOW-INCOME, AND MINORITY POPULATIONS WITHIN THE COMMUNITY. ST. CLAIRE REGIONAL MEDICAL CENTER PART V, SECTION B, LINE 11: THE PURPOSE OF THE ASSESSMENT WAS TO IDENTIFY SIGNIFICANT HEALTH NEEDS WITHIN THE COMMUNITY AND IDENTIFY ANY GAPS IN THE SERVICES PROVIDED. IT ALSO AIMED TO PROVIDE THE COMMUNITY WITH INFORMATION TO EVALUATE ESSENTIAL HEALTHCARE, PREVENTIVE CARE, HEALTH EDUCATION, AND TREATMENT SERVICES. THIS INITIATIVE DEMONSTRATES ST. CLAIRE HEALTHCARE'S COMMITMENT TO SHARING INFORMATION THAT CAN CONTRIBUTE TO IMPROVED HEALTHCARE AND QUALITY OF CARE FOR THE COMMUNITY, WHILE STRENGTHENING AND EXPANDING THE EXISTING NETWORK OF SERVICES AND PROVIDERS.COMMUNITY HEALTH NEEDS ASSESSMENT GOALS:THE ASSESSMENT HAD SEVERAL GOALS WHICH INCLUDED IDENTIFICATION AND DOCUMENTATION OF: COMMUNITY HEALTH NEEDS QUANTITATIVE ANALYSIS OF NEEDED PHYSICIANS BY SPECIALTY IN THE SERVICE AREA HEALTH SERVICES OFFERED IN THE HOSPITAL'S SERVICE AREA SIGNIFICANT GAPS IN HEALTH NEEDS AND SERVICES OFFERED BARRIERS TO MEETING ANY NEEDS THAT MAY EXISTOTHER GOALS OF THE ASSESSMENT WERE: STRENGTHEN RELATIONSHIPS WITH LOCAL COMMUNITY LEADERS, HEALTH CARE LEADERS AND PROVIDERS, OTHER HEALTH SERVICE ORGANIZATIONS, AND THE COMMUNITY AT LARGE PROVIDE QUANTITATIVE AND QUALITATIVE DATA TO HELP GUIDE FUTURE STRATEGIC POLICY, BUSINESS, AND CLINICAL PROGRAMMING DECISIONSIN 2023, THE AMERICA'S HEALTH RANKINGS REPORT HIGHLIGHTED A RECORD HIGH IN THE PREMATURE DEATH RATE ACROSS THE NATION, WITNESSING A CONCERNING 9% SURGE FROM THE PRECEDING YEAR. THIS INCREASE HAS PREDOMINANTLY BEEN ATTRIBUTED TO A RISE IN CHRONIC DISEASES, CONTRIBUTING TO SIX OF THE TEN LEADING CAUSES OF DEATH AMONG INDIVIDUALS UNDER 75 YEARS OLD. ADDITIONALLY, FACTORS SUCH AS DRUG-RELATED DEATHS, FIREARM FATALITIES, AND HOMICIDES HAVE ALSO SHOWN NOTABLE INCREASES.WHEN ASSESSING KENTUCKY'S PREMATURE DEATH RATE IN COMPARISON TO NATIONAL STATISTICS, KENTUCKY'S RATE WAS 39% HIGHER THAN THE NATIONAL AVERAGE, INCREASING 11% FROM 2023 TO 2024. A DETAILED ASSESSMENT AT THE COUNTY LEVEL WITHIN THE GATEWAY DISTRICT, COMPRISING ROWAN, MORGAN, BATH, MENIFEE, CARTER, ELLIOTT, MONTGOMERY, AND FLEMING COUNTIES, KEY DRIVERS OF THE INCREASE IN THE PREMATURE DEATH RATE. ROWAN COUNTY, WHERE ST. CLAIRE IS LOCATED, EXHIBITED A 44% INCREASE ABOVE THE NATIONAL AVERAGE, ESCALATING BY 30% FROM 2023 TO 2024. BATH COUNTY DEMONSTRATED THE HIGHEST RATE AMONG THE EIGHT COUNTIES, REGISTERING 80% ABOVE THE NATIONAL AVERAGE AND 30% HIGHER THAN KENTUCKY'S AVERAGE.ACCORDING TO THE CENTERS FOR DISEASE CONTROL AND PREVENTION (CDC), RISK FACTORS CONTRIBUTING TO CHRONIC DISEASES AND, SUBSEQUENTLY, PREMATURE DEATHS INCLUDE SMOKING, POOR NUTRITION, PHYSICAL INACTIVITY, EXCESSIVE ALCOHOL CONSUMPTION, AND OBESITY. GIVEN THE SUBSTANTIAL RISE IN PREMATURE DEATHS AT BOTH NATIONAL AND LOCAL LEVELS, A THOROUGH ANALYSIS OF QUANTITATIVE DATA FROM COUNTY HEALTH RANKINGS WAS CONDUCTED TO IDENTIFY KEY DRIVERS. THE EXAMINATION OF HEALTH FACTORS ACROSS THE STATE AND ITS COUNTIES REVEALED SEVERAL DECLINING TRENDS, AS DELINEATED BELOW.1. OBESITY RATE: NATIONALLY, THE RATE STANDS AT 34%, WHILE KENTUCKY AND ROWAN COUNTY SHARE A RATE OF 41%. TWO OUT OF THE EIGHT COUNTIES LISTED EXHIBIT THE HIGHEST RATE AT 44%, SURPASSING THE NATIONAL AVERAGE BY A 29% INCREASE AND THE STATE AVERAGE BY 7%.2. PHYSICAL INACTIVITY: THE NATIONAL AVERAGE IS 23%, WITH KENTUCKY REPORTING AN AVERAGE OF 30%, WHICH IS A 30% HIGHER RATE THAN THE NATIONAL AVERAGE. ROWAN COUNTY'S INACTIVITY RATE SLIGHTLY IMPROVED FROM 32% IN 2023 TO 31% IN 2024, WHILE ELLIOT AND MENIFEE COUNTIES RECORDED THE HIGHEST RATE OF THE EIGHT COUNTIES AT 36%, 57% INCREASE ABOVE THE NATIONAL AVERAGE AND 20% HIGHER THAN THE STATE AVERAGE.3. POOR OR FAIR HEALTH: NATIONALLY, THE AVERAGE IS 14%, WHILE THE STATE AVERAGE IS 21%, INDICATING A 50% INCREASE ABOVE THE NATIONAL AVERAGE. ROWAN COUNTY OBSERVED A SLIGHT RISE FROM 22% TO 23% FROM 2023 TO 2024, MARKING A 64% INCREASE ABOVE THE NATIONAL AVERAGE. ELLIOT COUNTY HAS THE HIGHEST RATE AT 28%.4. POOR PHYSICAL HEALTH DAYS: NATIONALLY, THE RATE IS 3.3, KENTUCKY IS 4.5 AND ROWAN COUNTY IS 4.9. THE HIGHEST COUNTY IS ELLIOT COUNTY AT 5.5.5. ADULT SMOKING: THE NATIONAL AVERAGE IS 15%, WHILE KENTUCKY REPORTS A RATE OF 20%. ROWAN COUNTY EXPERIENCED A SLIGHT DECREASE FROM 25% IN 2023 TO 24% IN 2024, ALTHOUGH REMAINING ABOVE NATIONAL AND STATE LEVELS. MENIFEE AND ELLIOT COUNTY RECORDED THE HIGHEST RATE AT 28%, WITH OTHER COUNTIES RANGING FROM 24% TO 27%.6. DIABETES PREVALENCE: NATIONALLY, THE AVERAGE IS 10%, WHILE KENTUCKY REPORTS A RATE OF 12%. ROWAN COUNTY IMPROVED FROM 12% IN 2023 TO 11% IN 2024. AMONG THE EIGHT COUNTIES, RATES RANGED FROM 11% TO 15%, WITH ELLIOT AND CARTER COUNTY RECORDING THE HIGHEST RATE AT 13%.7. FOOD INSECURITY: FOOD INSECURITY CAN LEAD TO POOR NUTRITION, WHICH CAN DRIVE THE OBESITY RATE AND INCREASE IN CHRONIC DISEASES. NATIONALLY, FOOD INSECURITY IS AT A 10% AVERAGE AND THE STATEWIDE AVERAGE IS 13%. AT A COUNTY LEVEL, FLEMING COUNTY IS THE ONLY COUNTY THAT IS THE SAME AS THE STATE AND THE REST OF THE EIGHT COUNTIES ARE HIGHER. ROWAN AND BATH COUNTY IS AT 16%, MORGAN COUNTY IS 17%, MONTGOMERY IS AT 15%, MENIFEE AND CARTER AT 19%, AND ELLIOT IS AT 20%. QUALITATIVE DATA WAS ALSO COLLECTED FROM THE COMMUNITY THROUGH A SURVEY THAT ALSO HAD OPEN-ENDED COMMENTS AS WELL AS INTERVIEWS WITH COMMUNITY LEADERS. THERE WERE SIMILAR THEMES THAT WERE FOUND IN BOTH THE QUALITATIVE AND QUANTITATIVE DATA REVIEW. THE MAIN THEMES THAT WERE FOUND WERE DRUG ABUSE, OBESITY, DIABETES, AND ACCESS. OTHER FACTORS THAT WERE NOTED AS LEADING TO PREMATURE DEATH WERE DRUG-RELATED DEATHS. DRUG OVERDOSE DEATHS NATIONALLY ARE 27 DEATHS PER 100,000 PEOPLE. KENTUCKY HAD A RATE OF 43, WHICH IS 59% HIGHER THAN THE NATIONAL AVERAGE. ROWAN COUNTY NEARLY DOUBLED FROM THE 2023 STATISTICS TO THE 2024, GOING FROM 34 TO 62 IN 2024. MONTGOMERY AND CARTER COUNTY ARE THE HIGHEST AT 65 DEATHS PER 100,000 FOR DRUG-RELATED DEATHS. IN THE COMMUNITY, 35% LEFT COMMENTS ABOUT DRUG AND ALCOHOL BEING THE CAUSE OF THE COMMUNITY NOT GETTING THE CARE THEY NEED. INTERVIEWEES STATED THAT THEIR NEED MORE LONG-TERM SOLUTIONS AND GUIDANCE IN THE GROUP HOMES. "DRUG USE HAS GOTTEN WORSE IN THE LAST 3 YEARS.""OPIOID CRISIS HAS NOT IMPROVED."8. ACCESS TO CARE IMPACTS THE WELL-BEING OF INDIVIDUALS IN A COMMUNITY BECAUSE THEY ARE LESS LIKELY TO GET CARE THEY NEED TO TREAT CHRONIC CONDITIONS. ACCESS TO CARE HAD THE MOST COMMENTS FROM THE COMMUNITY SURVEY AS A BARRIER TO HEALTHCARE. THE TOP CONCERN WAS ACCESS TO SPECIALISTS AND A LONG WAIT TIME IF THEY COULD ACCESS ONE. ANOTHER COMMON THEME SEEN IN BOTH THE SURVEY RESPONDENTS AND THE SURVEY, WAS DENTAL CARE ACCESS AND COST OF CARE AND PROVIDER ACCESS BEING THE BARRIER. THE QUALITATIVE DATA ALSO HIGHLIGHTED THE NEED FOR MORE DENTAL PROVIDERS, SHOWING THE NATIONAL AVERAGE AT 1,330:1 RATIO AND 1,600:1 RATIO FOR THE STATE, BUT IN ALL EIGHT COUNTIES, WITH THE EXCEPTION OF ROWAN, WERE ALL HIGHER THAN THE STATE RATIO, WITH BATH COUNTY HAVING THE HIGHEST RATIO OF 12,830:1 RATIO FOR DENTAL PROVIDERS IN THE COUNTY. PRIMARY CARE RATIOS OF PROVIDERS TO PEOPLE LIVING IN THE COUNTY HAVE ALSO BEEN ON THE DECLINE. THE NATIONAL AVERAGE 1,330 PEOPLE TO 1 PROVIDER, AND KENTUCKY IS 1,600 TO 1 PROVIDER. ALTHOUGH ROWAN IS SLIGHTLY BETTER THAN THE STATE AT 1,550:1, IT HAS GOTTEN WORSE FROM 23 TO 24 AND THE OTHER EIGHT COUNTIES ARE SIGNIFICANTLY HIGHER RATIOS (LOWER IS BETTER). MORGAN COUNTY HAS THE HIGHEST RATIO AT 13,820:1 AND THE NEXT HIGHEST IS ELLIOT AT 7,380:1. SURVEY RESPONDENTS DID NOT CALL OUT SPECIFICALLY PRIMARY CARE AS BEING AN ISSUE BUT DID SAY THAT THEY COULD NOT GET AN APPOINTMENT WHEN THEY NEEDED ONE, POINTING TO AN ISSUE WITH GETTING INTO THE PRIMARY CARE DOCTOR. THIS WAS DUE TO NO APPOINTMENTS, ACCESS AFTER WORK HOURS, OR AFFORDABILITY.ACCORDING TO AMERICA'S HEALTH RANKINGS, "THE HIGH COST OF HEALTH CARE IN THE U.S. IS A MAJOR REASON WHY INDIVIDUALS AVOID SEEKING NEEDED CARE. PEOPLE WHO DON'T GET NEEDED CARE ARE AT RISK OF PREVENTABLE HOSPITALIZATIONS AND MISSED OPPORTUNITIES TO PREVENT DISEASE AND MANAGE CHRONIC CONDITIONS ALL OF WHICH CAN LEAD TO WORSE AND MORE EXPENSIVE HEALTH OUTCOMES." IN KENTUCKY AND THE 9 COUNTIES, ALL WERE ABOVE THE NATIONAL AVERAGE WITH PREVENTABLE HOSPITAL STAYS. THE NATIONAL AVERAGE IS 2,681 PER 100,000. KENTUCKY IS 3,457 AND ROWAN COUNTY IS, 4,716, WITH CARTER COUNTY AT THE HIGHEST AT 4,915. THIS SHOWS THAT A POTENTIAL UNDERLYING CAUSE COULD BE RELATED TO COST, BUT HOURS THAT PEOPLE CAN RECEIVE CARE COULD ALSO BE AN UNDERLYING CAUSE. BASED ON THE INFORMATION, THE AREAS OF FOCUS ARE AS FOLLOWS.1. PREMATURE DEATH RATE- OBESITY & CHRONIC CONDITIONS CONTRIBUTING TO PREMATURE DEATH- FOOD INSECURITY2. DRUG, ALCOHOL, AND TOBACCO USE AND ABUSE3. ACCESS TO CARE- SPECIALTY CARE- PRIMARY CARE- MENTAL HEALTH- DENTAL SCHEDULE H, PART V SECTION B, LINE 7 CHNA WEBSITE LINK: HTTPS://WWW.ST-CLAIRE.ORG/ABOUT-US/COMMUNITY-HEALTH-NEEDS/ 16 1 - ST CLAIRE FAMILY MEDICINE-MOREHEAD 316 WEST SECOND ST MOREHEAD KY 40351 OUTPATIENT FAMILY MEDICINE 2 - ST CLAIRE FAMILY MEDICINE-OLIVE HILL 155 BRICKLAYER ST OLIVE HILL KY 41164 OUTPATIENT FAMILY MEDICINE 3 - ST CLAIRE FAMILY MEDICINE-OWINGSVILLE 632 SLATE AVE OWINGSVILLE KY 40360 OUTPATIENT FAMILY MEDICINE 4 - ST CLAIRE FAMILY MEDICINE- SANDY HOOK 390 KY HWY 75 SANDY HOOK KY 41171 OUTPATIENT FAMILY MEDICINE 5 - ST CLAIRE FAMILY MEDICINE- FRENCHBURG 732 HWY 36 FRENCHBURG KY 40322 OUTPATIENT FAMILY MEDICINE 6 - ST CLAIRE MEDICAL PAVILION 245 FLEMINGSBURG RD MOREHEAD KY 40351 MULTI SPECIALTY GROUP 7 - ST CLAIRE OUTPATIENT CENTER 1028 EAST MAIN ST MOREHEAD KY 40351 OUTPATIENT LAB, PHYSICAL, OCCUPATIONAL THERAPY & SLEEP CENTER 8 - ST CLAIRE PEDIATRICS 716 W MAIN ST MOREHEAD KY 40351 PEDIATRIC CARE 9 - ST CLAIRE FAMILY MEDICAL SUPPLY 707 E MAIN STREET MOREHEAD KY 40351 HOME MEDICAL SUPPLY AND EQUIPMENT 10 - ST CLAIRE COUNSELING 555 W SUN ST MOREHEAD KY 40351 OUTPATIENT COUNSELING 11 - ST CLAIRE URGENT TREATMENT CENTER 1028 EAST MAIN ST MOREHEAD KY 40351 OUTPATIENT CLINIC 12 - ST CLAIRE FAMILY MEDICINE-MOREHEAD NORT 255 OLD VIKING DR MOREHEAD KY 40351 OUTPATIENT FAMILY MEDICINE 13 - ST CLAIRE HOME HEALTH 135 N HARGIS AVE MOREHEAD KY 40351 HOME HEALTH 14 - ST CLAIRE HOSPICE 201 LYONS AVE MOREHEAD KY 40351 HOSPICE 15 - ST CLAIRE HEALTHCARE URGENT TREATMENT C 431 HAMPTON WAY MOREHEAD KY 40351 OUTPATIENT CLINIC 16 - ST CLAIRE HEALTHCARE MSU 112 ALLIE YOUNG HALL MOREHEAD KY 40351 OUTPATIENT CLINIC PART I, LINE 7: THE COSTING METHODOLOGY USED TO CALCULATE THE AMOUNTS REPORTED VARY ACCORDING TO THE INFORMATION REQUESTED AND THE MOST ACCURATE MEANS OF GATHERING THE REQUIRED INFORMATION. THE COST-TO-CHARGE RATIO FROM THE FILED COST REPORT FOR 6/30/2025 WAS USED. 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 COST 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, RESEARCH PROGRAM, SOME SUBSIDIZED SERVICES AND DONATIONS ARE STATED AT ACTUAL COST. THE COST OF THESE ITEMS ARE TRACKED THROUGHOUT THE GENERAL LEDGER PROCESS. PART I, LINE 7G: A FAMILY PRACTICE CENTER IS INCLUDED IN SUBSIDIZED HEALTH SERVICES. PART I, LN 7 COL(F): TOTAL BAD DEBT EXPENSE HAS BEEN EXCLUDED FROM THE DENOMINATOR FOR THE PERCENTAGE CALCULATION PER IRS INSTRUCTIONS. PART II, COMMUNITY BUILDING ACTIVITIES: ST. CLAIRE HEALTHCARE ("SCH") ENHANCES ITS MISSION AND VALUES THROUGH COMMUNITY EVENTS AND PROGRAMS TO BENEFIT THOSE IN THE AREA WE SERVE. WE ARE ALSO DEVOTED TO THE EDUCATION AND DEVELOPMENT OF HEALTH PROFESSIONALS, AS THEIR TRAINING IS VITAL TO IMPROVING COMMUNITY HEALTH, BOTH NOW AND IN THE FUTURE.WE HAVE A STRONG EMPHASIS ON BEING INVOLVED IN OUR COMMUNITY THROUGH HEALTH FAIRS, SCREENING EVENTS, SUPPORT GROUPS, AND DEVELOPING STRONG RELATIONSHIPS WITH OTHER COMMUNITY ORGANIZATIONS TO BETTER HELP THE PEOPLE OF NORTHEASTERN KENTUCKY. WE HOST MULTIPLE EVENTS THROUGHOUT THE YEAR FOCUSED ON GENERAL HEALTH AND SCREENINGS, AS WELL AS MORE SPECIFIC EVENTS FOR CHRONIC ILLNESSES SUCH AS BREAST AND LUNG CANCER, KIDNEY DISEASE, AND MORE. WE ALSO PARTICIPATE IN COMMUNITY EVENTS HOSTED BY OUTSIDE GROUPS, PROVIDING A FIRST AID TENTS AND EDUCATIONAL RESOURCES. TO TEACH THE IMPORTANCE OF HEALTH TO THE NEXT GENERATION, WE COLLABORATE WITH OUR LOCAL SCHOOL DISTRICT TO PROVIDE SPORTS PHYSICALS ON NUMEROUS OCCASIONS THROUGHOUT THE SCHOOL YEAR. WE ALSO CO-HOST AN ANNUAL BACK-TO-SCHOOL CELEBRATION WITH NUMEROUS HEALTH AND SCHOOL RESOURCES FOR THE CHILDREN IN OUR COMMUNITY.WE HAVE INCREASED THE AMOUNT OF SUPPORT GROUPS WE HOST TO BETTER SERVE THE NEEDS OF THE AREA. THESE GROUPS ARE HOSTED BY A VARIETY OF TRAINED SCH EMPLOYEES, INCLUDING PASTORAL CARE, SOCIAL SERVICES, COUNSELING, AS WELL AS OTHER DEPARTMENTS. PART III, LINE 2: THE HOSPITAL DETERMINES THE TRANSACTION PRICE BASED ON STANDARD CHARGES FOR GOODS AND SERVICES PROVIDED, REDUCED BY CONTRACTUAL ADJUSTMENTS PROVIDED TO THIRD-PARTY PAYORS, DISCOUNTS PROVIDED TO UNINSURED PATIENTS IN ACCORDANCE WITH THE HOSPITAL'S POLICY, AND IMPLICIT PRICE CONCESSIONS PROVIDED TO UNINSURED PATIENTS. THE HOSPITAL DETERMINES ITS ESTIMATES OF CONTRACTUAL ADJUSTMENTS AND DISCOUNTS BASED ON CONTRACTUAL AGREEMENTS, ITS DISCOUNT POLICIES, AND HISTORICAL EXPERIENCE. THE HOSPITAL DETERMINES ITS ESTIMATE OF IMPLICIT PRICE CONCESSIONS BASED ON ITS HISTORICAL COLLECTION EXPERIENCE WITH THIS CLASS OF PATIENTS. PART III, LINE 3: SECTION A. BAD DEBT EXPENSE. LINE 3 THE MEDICAL CENTER HAS A FINANCIAL ASSISTANCE POLICY THAT STATES PARTICIPATION IN CHARITY PROGRAM REQUIRES THAT CANDIDATES FULLY COOPERATE. THE MEDICAL CENTER EDUCATES PATIENTS WITH LIMITED ABILITY TO PAY REGARDING FINANCIAL ASSISTANCE AND PROVIDES ACCESS TO DEDICATED FINANCIAL COUNSELORS DAILY. FOR THIS REASON THE MEDICAL CENTER BELIEVES THAT IT IS ACCURATELY CAPTURING ALL CHARITY CARE DEDUCTIONS ACCORDING TO THE FINANCIAL ASSISTANCE POLICY AND THE AMOUNT OF BAD DEBT EXPENSE ATTRIBUTABLE UNDER THE ORGANIZATION CHARITY CARE POLICY IS NEGLIGIBLE. PART III, LINE 4: SEE PAGES 8 AND 10 ON THE ATTACHED FINANCIAL STATEMENTS FOR AN EXPLANATION OF BAD DEBT EXPENSES. PART III, LINE 8: THE SOURCE USED TO DETERMINE THE AMOUNT OF MEDICARE ALLOWABLE COSTS REPORTED FOR PART III, SECTION B, MEDICARE HAS BEEN PROVIDED FROM THE YEAR ENDED JUNE 30, 2025 REPORT: HOSPITAL STATEMENT OF REIMBURSABLE COST. PART III, LINE 9B: THE MEDICAL CENTER WILL ASSIST ALL PATIENTS AND THEIR RESPONSIBLE PARTY WITH METHODS OF PAYING ACCOUNTS GENERATED AS A RESULT OF NO THIRD PARTY COVERAGE OR BALANCES AFTER INSURANCE PAYMENTS. ACCEPTABLE PAYMENT ARRANGEMENTS ARE REQUESTED IF FULL PAYMENT CANNOT BE MADE. COMPUTER GENERATED STATEMENTS ARE MAILED TO THE RESPONSIBLE PARTY ON A REGULAR SCHEDULE. LETTERS ARE ALSO SENT AS SUPPLEMENT TO THE DATA STATEMENTS TO KEEP THE PATIENT/GUARANTOR INFORMED OF THE STATUS OF THE ACCOUNT. HEALTHCARE FINANCIAL ASSISTANCE WILL BE GRANTED IF THERE ARE NO OTHER RESOURCES AVAILABLE TO THE PATIENT AND THEY HAVE MET THE GUIDELINES AND FURNISHED REQUESTED VERIFICATION. PART VI, LINE 2: THE ORGANIZATION ASSESSES COMMUNITY NEEDS THROUGH VOLUNTEER BOARDS, COMMUNITY INVOLVEMENT, VOLUNTEERING, AND BOARD SERVICE. PART VI, LINE 3: PATIENT FINANCIAL SERVICES' PATIENT ACCESS/REGISTRATION STAFF AND CASHIER ASSIST PATIENTS WITH INFORMING AND EDUCATING PATIENTS ABOUT THEIR ACCOUNTS AND CHARGES. PART VI, LINE 4: ST. CLAIRE HEALTHCARE IS A MEDICAL HUB SERVING 11 COUNTIES LOCATED IN THE NORTHEASTERN KENTUCKY CITY OF MOREHEAD. FOUNDED ON JULY 1, 1963, ST. CLAIRE MEDICAL CENTER WAS CREATED THROUGH THE EFFORTS OF MANY PEOPLE IN THE COMMUNITY, LED BY DR. LOUISE CAUDILL. ST. CLAIRE HEALTHCARE IS THE LARGEST EMPLOYER IN THE REGION; WITH OVER 1,300 STAFF MEMBERS, INCLUDING A GROWING MEDICAL STAFF OF MORE THAN 125 PHYSICIANS, AND NEARLY 70 ADVANCED PRACTICE PROFESSIONALS REPRESENTING MORE THAN 30 MEDICAL SPECIALTIES. IT INCLUDES THE LARGEST RURAL HOSPITAL IN EASTERN KENTUCKY, SEVEN PRIMARY CARE LOCATIONS LOCATED WITHIN FIVE COUNTIES, A MULTI-SPECIALTY MEDICAL PAVILION, TWO URGENT CARE CENTERS, PEDIATRICS CLINIC, RETAIL PHARMACY, COUNSELING CENTER, MEDICAL EQUIPMENT AND SUPPLY STORE, AND AN OUTPATIENT CENTER. ADDITIONALLY, SCH PROVIDES HOME HEALTH AND HOSPICE SERVICES IN EIGHT COUNTIES WITHIN ITS EIGHT (8) COUNTY SERVICE REGION. THERE IS AN ESTABLISHED TRAINING SITE FOR COLLEGE AND UNIVERSITY STUDENTS IN HEALTHCARE/MEDICAL PROGRAMS AT THE UNIVERSITY OF KENTUCKY, MOREHEAD STATE UNIVERSITY, THE UNIVERSITY OF PIKEVILLE COLLEGE OF OSTEOPATHIC MEDICINE, MAYSVILLE COMMUNITY AND TECHNICAL COLLEGE AND OTHER INSTITUTIONS. IN ADDITION TO PROVIDING SERVICES AT THE MEDICAL CENTER'S MAIN CAMPUS IN MOREHEAD, SCH'S OPERATIONS CONSIST OF A ST. CLAIRE REGIONAL OUTPATIENT CENTER, SIX COMPREHENSIVE FAMILY MEDICINE CLINICS IN FIVE COUNTIES, A REGIONAL TELEMEDICINE SYSTEM, AND AN EIGHT-COUNTY HOME CARE SERVICE REGION COMPRISED OF HOME HEALTH, HOSPICE AND PALLIATIVE CARE, AND HOME MEDICAL EQUIPMENT. ADDITIONALLY, ST. CLAIRE HEALTHCARE PARTNERS WITH THE UNIVERSITY OF KENTUCKY HEALTHCARE TO OFFER SERVICES THROUGH THE UK MARKEY CANCER TREATMENT CENTER IN MOREHEAD AND THE UK WOMEN'S CENTER. SCH ALSO SERVES AS A HOME FOR THE UNIVERSITY OF KENTUCKY'S RURAL PHYSICIAN LEADERSHIP PROGRAM, A SATELLITE MEDICAL SCHOOL DESIGNED TO TRAIN THE NEXT GENERATION OF RURAL PHYSICIANS FOR THE REGION.SERVICE AREA & COMMUNITY OF THE HOSPITAL: BATH COUNTY CARTER COUNTY ELLIOTT COUNTY FLEMING COUNTY MENIFEE COUNTY MONTGOMERY COUNTY MORGAN COUNTY ROWAN COUNTYST. CLAIRE HEALTHCARE (SCH) CONDUCTED THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) IN 2024 FOR THE BENEFIT OF THE APPROXIMATELY 24,409 RESIDENTS OF ROWAN COUNTY, AS PER THE 2023 US CENSUS DATA, AND FOR THE PATIENTS COMING FROM NEARBY COMMUNITIES. MOREOVER, THE HOSPITAL EXTENDS ITS SERVICES TO INDIVIDUALS RESIDING IN THE ADJACENT COUNTIES OF BATH, CARTER, ELLIOTT, FLEMING, MENIFEE, MONTGOMERY, MORGAN, AND ROWAN.SCH'S MAIN SERVICE AREA ENCOMPASSES ROWAN COUNTY, WHICH SPANS AROUND 286 SQUARE MILES. THE LOCAL ECONOMY AND SURROUNDING REGIONS PRIMARILY FOCUS ON HEALTHCARE & SOCIAL ASSISTANCE (2,101 INDIVIDUALS), EDUCATIONAL SERVICES (1,810 INDIVIDUALS), AND RETAIL TRADE (1,243 INDIVIDUALS). THE HIGHEST PAYING INDUSTRY IN THE COUNTY IS UTILITIES, WITH AN AVERAGE INCOME OF $59,345.ACCORDING TO THE 2023 CENSUS DATA, THE MEDIAN AGE IN ROWAN COUNTY IS 30.6, WHEREAS THE NATIONAL MEDIAN AGE IS 39 YEARS. THE AVERAGE NUMBER OF INDIVIDUALS PER HOUSEHOLD IN ROWAN COUNTY IS 2.43, SLIGHTLY LOWER THAN THE U.S. AVERAGE OF 2.6. IN TERMS OF RACIAL DEMOGRAPHICS, ROWAN COUNTY COMPRISES 95.5% WHITE, 1.9% BLACK OR AFRICAN AMERICAN, 0.2% NATIVE AMERICAN, 0.8% ASIAN, 0% PACIFIC ISLANDER, 0% FROM OTHER RACES, AND 1.5% FROM TWO OR MORE RACES. ADDITIONALLY, 2.2% OF THE POPULATION IDENTIFIES AS HISPANIC OR LATINO. INDIVIDUALS AGED 65 YEARS AND OLDER MAKE UP 15% OF THE COUNTY'S POPULATION, WHILE THOSE UNDER 18 YEARS OLD REPRESENT 20% OF THE TOTAL POPULATION.THE DEFINED COMMUNITIES SERVED WITHIN THIS REPORT DID NOT EXCLUDE THE MEDICALLY UNDERSERVED, LOWINCOME, OR MINORITY POPULATIONS WHO LIVE IN THE BELOW GEOGRAPHIC AREAS. IN ADDITION, THE INFORMATION DID NOT EXCLUDE PATIENTS BASED ON WHETHER (OR HOW MUCH) THEY OR THEIR INSURERS PAY FOR THE CARE RECEIVED OR WHETHER THEY ARE ELIGIBLE FOR ASSISTANCE UNDER ST. CLAIRE HEALTHCARE FINANCIAL ASSISTANCE POLICY. PART VI, LINE 5: THE ORGANIZATION FURTHERS ITS EXEMPT PURPOSE BY PROMOTING THE HEALTH OF THE COMMUNITY THROUGH THE FOLLOWING: THE MAJORITY OF THE ORGANIZATION'S GOVERNING BODY IS COMPRISED OF PERSONS WHO RESIDE IN THE ORGANIZATION'S PRIMARY SERVICE AREA. THESE VOLUNTEERS ARE NEITHER EMPLOYEES NOR INDEPENDENT CONTRACTORS OF THE ORGANIZATION, NOR FAMILY MEMBERS THEREOF. ANY SURPLUS FUNDS ARE APPLIED DIRECTLY OR INDIRECTLY TO IMPROVE SERVICES. PART VI, LINE 7, REPORTS FILED WITH STATES KY 1 LIFE LEARNING CENTER 20 WEST 18TH STREET COVINGTON KY 41011 203454261 501(C)(3) 51815 0 SUBAWARD FOR EDA PLANNING GRANT CLARK COUNTY HEALTH DEPARTMENT 400 PROFESSIONAL DRIVE WINCHESTER KY 40391 611021133 CLARK COUNTY 29346 0 PARTNER OF NE KY SUBSTANCE USE RESPONSE COALITION/FIRST DAY FORWARD COMPREHEND INC 611 FOREST AVENUE MAYSVILLE KY 41056 610680352 501(C)(3) 19085 0 PARTNER OF NE KY SUBSTANCE USE RESPONSE COALITION/FIRST DAY FORWARD POWELL COUNTY FISCAL COURT PO BOX 506 STANTON KY 40380 616016937 POWELL COUNTY 10000 0 PARTNER OF NE KY SUBSTANCE USE RESPONSE COALITION/FIRST DAY FORWARD RECOVERY ROWAN COUNTY INCORPORATED 212 BARKER PLACE MOREHEAD KY 40351 880584019 501(C)(3) 127966 0 SUBAWARD FOR OVERDOSE RESPONSE GRANT PATHWAYS INC PO BOX 790 ASHLAND KY 41101 610661987 501(C)(3) 541797 0 PARTNER OF NE KY SUBSTANCE USE RESPONSE COALITION/FIRST DAY FORWARD TRI STATE PRIMARY CARE 101 ASHLAND DRIVE ASHLAND KY 41101 611351718 FOR-PROFIT 60361 0 PARTNER OF NE KY SUBSTANCE USE RESPONSE COALITION/INTEGRATED CARE COORDINATOR 6 1 SPONSORSHIPS 3 20000 PART I, LINE 2: THE HOSPITAL PROVIDES UNRESTRICTED GRANTS TO APPROVED 501(C)(3) ORGANIZATIONS BASED ON COMMUNITY NEED. X X X X X 0 0 0 0 0 0 0 1 0 THADIS C COX MD GASTROENTEROLOGIST 913487 0 443692 0 31414 0 17250 0 35809 0 1441652 0 0 0 MANSHA U KAHLOON MD CARDIOLOGIST 686079 0 666081 0 23774 0 17250 0 35809 0 1428993 0 25096 0 STEPHEN A WILLIAMS RADIOLOGIST 711173 0 457704 0 31270 0 17250 0 35809 0 1253206 0 0 0 WILLIAM D LEWIS MD RADIOLOGIST 713175 0 387506 0 31414 0 17250 0 32759 0 1182104 0 0 0 AHMAD ABUARQOUB PHYSICIAN 642460 0 476304 0 25078 0 17250 0 11105 0 1172197 0 0 0 DONALD LLOYD II CEO/PRESIDENT, EX-OFFICIO 495936 0 468213 0 34168 0 17250 0 32759 0 1048326 0 0 0 AMANDA RAMEY DO MEDICAL DIRECTOR - PRIMARY CARE 255497 0 460917 0 180 0 17250 0 21847 0 755691 0 0 0 CHRIS MCCLURG CFO/TREASURER 351798 0 238105 0 32104 0 17250 0 35759 0 675016 0 0 0 PHILLIP OVERALL MD MEDICAL DIRECTOR - EMERGENCY SERVICE 600446 0 10000 0 180 0 17250 0 32759 0 660635 0 0 0 O THOMAS NEWCOMB IV FORMER MEMBER/UROLOGIST (END 06/24) 316571 0 246935 0 22122 0 17250 0 32759 0 635637 0 0 0 WILLIAM L MELAHN MD SR. VP OF QUALITY AND CLINICAL AFFAI 418770 0 1000 0 23295 0 17250 0 32759 0 493074 0 0 0 GARY BUNCH MD VP MEDICAL AFFAIRS/CMO 375542 0 0 0 34168 0 17250 0 11105 0 438065 0 0 0 AARON PARKER BANKS DO VICE PRESIDENT 303813 0 61166 0 162 0 17250 0 35809 0 418200 0 0 0 TRAVIS BAILEY SR. VP ADMINISTRATION/CSO 284897 0 25000 0 57493 0 17250 0 20124 0 404764 0 0 0 MARIE A DENNISON MD PHYSICIAN/FORMER MEMBER 159539 0 120597 0 21141 0 17250 0 11105 0 329632 0 0 0 ANDY B PRICE VP INFO TECHNOLOGY/CIO 229238 0 0 0 42002 0 17250 0 5155 0 293645 0 0 0 KATHLEEN WILSON VP NURSING 252911 0 0 0 3168 0 12997 0 21862 0 290938 0 0 0 CHRISTA MURPHY CHIEF HUMAN RESOURCES OFFICER 198257 0 500 0 1747 0 10133 0 19374 0 230011 0 0 0 MARK RHODES VP UKSC MEDICAL GROUP 172315 0 0 0 305 0 8641 0 7975 0 189236 0 0 0 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. ADDITIONAL SCHEDULE J DISCLOSURES FORMER BOARD MEMBER MARIE DENNISON, MD LISTED ON 990, PART VII IS AN EMPLOYED PHYSICIAN OF THE HOSPITAL. SHE DOES NOT RECEIVE COMPENSATION FOR SERVICES PROVIDED AS A BOARD MEMBER. THE COMPENSATION LISTED ABOVE IS COMPENSATION RECEIVED FOR SERVICES PROVIDED AS AN EMPLOYED PHYSICIAN. ADDITIONAL SCHEDULE J DISCLOSURES BOARD MEMBER DR. AARON PARKER BANKS, DO LISTED IN 990, PART VII IS AN EMPLOYED PHYSICIAN OF THE HOSPITAL. HE DOES NOT RECEIVE COMPENSATION FOR SERVICES PROVIDED AS A BOARD MEMBER. THE COMPENSATION LISTED IN PART VII IS COMPENSATION RECEIVED FOR SERVICES PROVIDED AS AN EMPLOYED PHYSICIAN. ADDITIONAL SCHEDULE J DISCLOSURES FORMER BOARD MEMBER O. THOMAS NEWCOMB LISTED ON 990, PART VII IS AN EMPLOYED PHYSICIAN OF THE HOSPITAL. HE DOES NOT RECEIVE COMPENSATION FOR SERVICES PROVIDED AS A BOARD MEMBER. THE COMPENSATION LISTED ABOVE IS COMPENSATION RECEIVED FOR SERVICES PROVIDED AS AN EMPLOYED PHYSICIAN. EMILY REDWINE DAUGHTER-IN-LAW OF BOARD MEMBER 84915 COMPENSATION 0 BETH REYNOLDS DAUGHTER OF BOARD MEMBER 99630 COMPENSATION 0 DEBBIE NEFF SISTER-IN-LAW OF BOARD MEMBER 137636 COMPENSATION 0 DR NEWCOMB III FATHER OF BOARD MEMBER 609911 COMPENSATION 0 FORM 990, PART VI, SECTION A, LINE 1A THE GOVERNING BOARD SHALL FORM AN EXECUTIVE COMMITTEE TO ASSIST IN THE ORDERLY AND FAIR GOVERNANCE OF THE BUSINESS BY ACTING ON BEHALF OF THE GOVERNING BOARD (THE "EXECUTIVE COMMITTEE"). THE EXECUTIVE COMMITTEE SHALL CONSIST OF THREE (3) UK GOVERNORS AND TWO (2) SND GOVERNORS. THE EXECUTIVE COMMITTEE SHALL MEET AS NECESSARY AND SHALL BE RESPONSIBLE TO (I) ACT ON BEHALF OF THE GOVERNING BOARD BETWEEN GOVERNING BOARD MEETINGS, SUBJECT TO POLICIES ESTABLISHED BY THE GOVERNING BOARD; (II) ACT ON BEHALF OF THE GOVERNING BOARD FOR THE PURPOSE OF RESPONDING TO URGENT SITUATIONS, SUBJECT TO POLICIES ESTABLISHED BY THE GOVERNING BOARD; (III) MEET PRIOR TO EACH GOVERNING BOARD MEETING TO DISCUSS THE AGENDA FOR SUCH GOVERNING BOARD MEETING AND ANY OTHER RELATED MATTERS AS THE EXECUTIVE COMMITTEE DEEMS NECESSARY OR APPROPRIATE; (IV) PROVIDE GUIDANCE TO AND OVERSIGHT OF THE OTHER COMMITTEES OF THE GOVERNING BOARD WITH RESPECT TO SUCH COMMITTEES' RESPECTIVE PURPOSES, GOALS, FUNCTIONS, DUTIES AND RESPONSIBILITIES; AND (V) PROVIDE OVERSIGHT OF AND ACCOUNTABILITY TO GOVERNING BOARD RELATED BUDGET ITEMS AND EXPENSES. FORM 990, PART VI, SECTION A, LINE 4 EFFECTIVE JULY 1, 2024, ST. CLAIRE MEDICAL CENTER, INC. (SCMC) AND ST. CLAIRE REAL PROPERTIES, INC. (SCRP) ENTERED INTO A MEMBERSHIP SUBSTITUTION AGREEMENT WHEREBY CLAIRE BLUE HEALTH LLC BECAME THE SOLE MEMBER. THE PRIMARY REASON FOR THE COMBINATION IS TO INCREASE THE AVAILABILITY AND QUALITY OF HEALTHCARE SERVICES PROVIDED BY SCMC AND SCRP, WHILE PROVIDING HIGH QUALITY, EFFICIENT, AND COST-EFFECTIVE HEALTHCARE SERVICES FOR THE BENEFIT OF THE COMMUNITIES IN WHICH SCMC AND SCRP OPERATE. BEYOND BLUE CORPORATION IS THE SOLE MEMBER OF CLAIRE BLUE HEALTH LLC. UNDER THE OPERATING AGREEMENT OF CLAIRE BLUE HEALTH LLC, CLAIRE BLUE HEALTH LLC BECAME THE SOLE MEMBER OF ST. CLAIRE MEDICAL CENTER, INC. D/B/A ST. CLAIRE HEALTHCARE AT CLOSING. THE OPERATING AGREEMENT ALSO PROVIDES THAT CLAIRE BLUE HEALTH LLC IS TREATED AS A SINGLE-MEMBER LLC DISREGARDED AS SEPARATE FROM BEYOND BLUE CORPORATION FOR FEDERAL TAX PURPOSES. ACCORDINGLY, BEYOND BLUE CORPORATION IS REPORTED AS A RELATED TAX-EXEMPT ORGANIZATION THROUGH ITS OWNERSHIP OF CLAIRE BLUE HEALTH LLC. FORM 990, PART VI, SECTION A, LINE 7A BEYOND BLUE CORPORATION IS THE SOLE MEMBER OF CLAIRE BLUE HEALTH LLC. UNDER THE OPERATING AGREEMENT OF CLAIRE BLUE HEALTH LLC, CLAIRE BLUE HEALTH LLC BECAME THE SOLE MEMBER OF ST. CLAIRE MEDICAL CENTER, INC. D/B/A ST. CLAIRE HEALTHCARE AT CLOSING. THE OPERATING AGREEMENT ALSO PROVIDES THAT CLAIRE BLUE HEALTH LLC IS TREATED AS A SINGLE-MEMBER LLC DISREGARDED AS SEPARATE FROM BEYOND BLUE CORPORATION FOR FEDERAL TAX PURPOSES. ACCORDINGLY, BEYOND BLUE CORPORATION IS REPORTED AS A RELATED TAX-EXEMPT ORGANIZATION THROUGH ITS OWNERSHIP OF CLAIRE BLUE HEALTH LLC. CLAIRE BLUE HEALTH, LLC APPOINTS ALL OF THE DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE PROCESS OF REVIEWING THE FORM 990 ENTAILS A DETAILED REVIEW BY THE CFO AND BY THE ACCOUNTING DEPARTMENT. THE GOVERNING BODY REVIEWS AND APPROVES THE FORM 990 AND THE FINAL FORM 990 INCLUDING REQUESTED SCHEDULES, AS ULTIMATELY FILED WITH THE IRS, ARE PROVIDED TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF DIRECTORS, BOARD COMMITTEES, AND MEDICAL CENTER LEADERSHIP SIGN A CONFLICT OF INTEREST STATEMENT ON INITIAL APPOINTMENT OR EMPLOYMENT AND ANNUALLY THEREAFTER. THE WRITTEN CONFLICT OF INTEREST POLICY IS REGULARLY AND CONSISTENTLY MONITORED AND COMPLIANCE ENFORCED BY THE DEPARTMENT HEAD OF BOARD/ADMINISTRATION. THE SCOPE OF THIS POLICY INCLUDES BOARD OF DIRECTORS, BOARD COMMITTEES, ADMINISTRATIVE STAFF, EMPLOYEES, AND MEDICAL STAFF. THE POLICY IS IN PLACE TO AVOID CONFLICTS OF INTEREST OR THE APPEARANCE OF CONFLICTS BETWEEN PERSONAL INTERESTS AND ONE'S OFFICIAL RESPONSIBILITIES AND PERFORMANCE OF DUTIES ON BEHALF OF THE MEDICAL CENTER. THE COVERED PERSONS ARE TO AVOID BEING PLACED IN A POSITION FOR PERSONAL PROFIT, EITHER THROUGH MONEY, GOODS, OR INFLUENCE FROM THE CONDUCTING OF MEDICAL CENTER RESPONSIBILITIES. A SELF DISCLOSURE FROM COVERED PERSONS TO THE INTEGRITY OFFICER IS REQUIRED ON ANY POTENTIAL CONFLICTS OF INTEREST. THE COVERED PERSONS ARE TO REFUSE FROM PARTICIPATING IN ANY DELIBERATION OR DECISIONS ON SUCH TRANSACTIONS. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S COMPENSATION IS ESTABLISHED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS AND IS BASED ON PERFORMANCE CRITERIA AND ON PUBLISHED MARKET SURVEY COMPARISONS FOR HEALTHCARE INSTITUTIONS SIMILAR IN SIZE AND SCOPE OF OPERATIONS. THIS PROCESS IS REVIEWED ANNUALLY. COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES IS ESTABLISHED BY THE CEO, BASED ON PERFORMANCE CRITERIA, AND PUBLISHED MARKET SURVEY COMPARISONS, AND IS REVIEWED AND BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THIS PROCESS IS REVIEWED ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990 PART X, LINE 28 DURING THE YEAR, THE ORGANIZATION ADOPTED GOVERNMENTAL ACCOUNTING PRESENTATION STANDARDS UNDER GASB, RESULTING IN CHANGES TO FINANCIAL STATEMENT TERMINOLOGY AND CLASSIFICATION PRESENTATION. FORM 990, PART XI, LINE 9: LOSS ON IMPAIRMENT OF INVESTMENT -252,592. ADJUSTMENT FROM MEDICAL CENTER AFFILIATION TRANSACTION 37,821,256. MOREHEAD PROFESSIONAL SERVICES BUILDING LLC 222 MEDICAL CIRCLE MOREHEAD KY 40351 610890222 MEDICAL OFFICE BUILDING KY 0 1931250 ST CLAIRE MEDICAL CENTER INC ST CLAIRE REAL PROPERTIES 222 MEDICAL CIRCLE MOREHEAD KY 40351 474578938 SUPPORT ST. CLAIRE REGIONAL MEDICAL CENTER KY 501(C)(3) LINE 12A, I CLAIRE BLUE HEALTH LLC 1 BEYOND BLUE CORPORATION 301 MAIN BUILDING LEXINGTON KY 40506 371730253 HEALTH SERVICES KY 501(C)(3) LINE 5 N/A 0 CLAIRE-FRANCES HEALTH SERVICES PLLC DBA INFUSION SOLUTIONS 1557 WINCHESTER AVENUE ASHLAND KY 41101 311517507 HOME INFUSION SERVICES KY N/A RELATED -99996 0 0 KENTUCKY HEALTH COLLABORATIVE LLC 651 PERIMETER DRIVE STE 650 LEXINGTON KY 40517 811446226 HEALTHCARE SHARED SUPPORT SERVICES KY N/A RELATED -55949 158375 0 0 0.07690 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0