2026-05-15T17:09:47-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 500 MIDLAND COURT SUITE 200 JANESVILLE WI 53546 990 2024-07-01 390816848 MERCY HEALTH SYSTEM CORPORATION MERC 6087566000 PO BOX 5003 - 1000 MINERAL POINT JANESVILLE WI 535475003 JAVON BEA PRESIDENT/CEO 6087566000 2026-05-15 1 1 SHELBY NETZ P01405265 6087525835 2026-05-14 2024 2025-03-06 01:10:19Z JAVON BEA PO BOX 5003 - 1000 MINERAL POINT JANESVILLE WI 535475003 778798305 0 X WWW.MERCYHEALTHSYSTEM.ORG X 1972 WI TO IMPROVE AND PROTECT THE HEALTH AND WELFARE OF THE COMMUNITY IN ACCORDANCE WITH OUR MISSION, THE MISSION OF MERCY HEALTH SYSTEM CORPORATION IS "EXCEPTIONAL HEALTH CARE SERVICES WITH A PASSION FOR MAKING LIVES BETTER." THE FOUNDATION OF THIS MISSION IS BASED ON A VISION OF QUALITY: EXCELLENCE IN PATIENT CARE; SERVICE: EXCEPTIONAL PATIENT AND CUSTOMER CARE; PARTNERING: BEST PLACE TO WORK; AND COST: COST-EFFECTIVE CARE, ALONG WITH A COMMITMENT TO THE VALUES OF HEALING IN THE BROADEST SENSE, PATIENTS COME FIRST, TREAT EACH OTHER LIKE FAMILY AND ALWAYS SEEK EXCELLENCE. 8 6 4976 615 9089792 0 867920 3850626 675122333 710259087 3137188 10727479 43933075 44989301 723060516 769826493 0 9069018 0 0 377834465 402131248 0 0 0 291785305 308045618 669619770 719245884 53440746 50580609 936012324 988339269 382169317 384472779 553843007 603866490 X THE MISSION OF MERCY HEALTH SYSTEM CORPORATION (MHSC) IS "EXCEPTIONAL HEALTH CARE SERVICES WITH A PASSION FOR MAKING LIVES BETTER." THE FOUNDATION OF THIS MISSION IS BASED ON A VISION OF QUALITY: EXCELLENCE IN PATIENT CARE; SERVICE: EXCEPTIONAL PATIENT AND CUSTOMER CARE; PARTNERING: BEST PLACE TO WORK; AND COST: COST-EFFECTIVE CARE, ALONG WITH A COMMITMENT TO THE VALUES OF HEALING IN THE BROADEST SENSE, PATIENTS COME FIRST, TREAT EACH OTHER LIKE FAMILY AND ALWAYS SEEK EXCELLENCE. 0 0 541107243 9069018 744595839 HOSPITAL DISCHARGES 7,132, NURSING HOME ADMISSIONS 201, BIRTHS 698, OUTPATIENT AND INPATIENT SURGERIES 10,805.MHSC CONTINUES ITS TRADITION OF GIVING BACK TO EACH OF THE COMMUNITIES SERVED IN A WIDE VARIETY OF FASHIONS. MHSC CONTRIBUTES TO THE AREA OF PUBLIC HEALTH SERVICES. THIS INCLUDES EXTENSIVE DONATIONS OF TIME AND SUPPLIES TO HEALTHNET OF ROCK COUNTY, A LARGE FREE PRIMARY CARE CLINIC SERVING THE REGION. MORE THAN EIGHTY PERCENT OF THE PHYSICIAN SERVICES PROVIDED AT THE CLINIC ARE SUPPLIED THROUGH MHSC. IN ADDITION, MHSC ASSISTS OPEN ARMS FREE CLINIC, A NOT-FOR-PROFIT THAT SERVES LOW-INCOME RESIDENTS IN WALWORTH COUNTY, WISCONSIN. ADDITIONALLY, MHSC AND ITS AFFILIATES' STAFF PROVIDE HEALTH SCREENING AND RELATED SERVICES AT NUMEROUS EVENTS IN ROCK AND WALWORTH COUNTIES IN WISCONSIN AND MCHENRY, BOONE AND WINNEBAGO COUNTY IN ILLINOIS.MHSC ALSO PROVIDES FINANCIAL AND IN-KIND CONTRIBUTIONS TO OTHER PRIVATE AND NOT FOR PROFIT HEALTH RELATED AGENCIES AND ORGANIZATIONS IN OUR SERVICE AREA. BENEFICIARIES INCLUDED BUT ARE NOT LIMITED TO THE AMERICAN HEART ASSOCIATION, AMERICAN CANCER SOCIETY, UNITED WAY ORGANIZATIONS IN ROCK, WALWORTH, AND MCHENRY COUNTIES, YMCA CARE HOUSE, YMCA, AMERICAN LUNG ASSOCIATION, WALWORTH COUNTY ALLIANCE FOR CHILDREN, TURNING POINT WOMEN'S CENTER IN MCHENRY, OPEN ARMS FREE CLINIC, AND THE RED CROSS, TO NAME JUST A FEW RECIPIENTS. MHSC ALSO ENCOURAGES ITS PARTNERS (EMPLOYEES) TO DONATE THEIR TIME AND ENERGY TO SUPPORT COMMUNITY BASED CAUSES. THOUSANDS OF HOURS EACH YEAR ARE DONATED TO NOT FOR PROFIT AND PUBLIC AGENCIES THROUGHOUT OUR SERVICE AREA. EXAMPLES OF VOLUNTEER ACTIVITIES BEING SUPPORTED INCLUDE NURSING SERVICES AT COMMUNITY AND FREE CLINICS THROUGHOUT THE REGION, MEALS ON WHEELS DELIVERY ACTIVITIES, ACTIVE INVOLVEMENT AS GOVERNING BOARD MEMBERS FOR SUCH ORGANIZATIONS AS UNITED WAY, CRIME STOPPERS, ROTARY BOTANICAL GARDENS, HEALTHNET, AND MANY OTHER ORGANIZATIONS.THE COMMUNITY BENEFIT PRIORITIES FOR MHTC ARE MENTAL HEALTH, MATERNAL AND CHILD HEALTH, AND ACCESS TO CARE. IN FY24 MERCYHEALTH FOCUSED ON RECRUITING NEW PROVIDERS IN PRIMARY CARE AND PSYCHIATRY, EXPANDING SERVICES IN RESPONSE TO COMMUNITY DEMAND FOR AUTISM AND DIALYSIS, AND ADDING NEW MENTAL HEALTH PROGRAMS INCLUDING AN ED BRIDGE CLINIC AND TRANSCRANIAL MAGNETIC STIMULATION. WE LAUNCHED A COMMUNITY HEALTHCARE FINANCIAL LITERACY CAMPAIGN. THE OBSTETRICS DEPARTMENT ADOPTED BIRTH EQUITY INITIATIVES INCLUDING IMPLICIT BIAS TRAINING AND SOCIAL DETERMINANTS OF HEALTH SCREENING FOR ALL PRENATAL PATIENTS.THE COMMUNITY BENEFIT PRIORITIES FOR WALWORTH ARE MENTAL HEALTH AND NUTRITION, PHYSICAL ACTIVITY, AND OBESITY. IN FY24 MERCYHEALTH EXPANDED MENTAL HEALTH SERVICES IN WALWORTH COUNTY BY ADDING NEW PROVIDERS AND AN AUTISM PROGRAM. IN ADDITION, MERCYHEALTH IS INCREASING COMMUNITY AWARENESS OF THE IMPORTANCE OF WEIGHT MANAGEMENT AND CARDIAC REHABILITATION.ANOTHER EXAMPLE OF MHSC'S COMMITMENT TO THE COMMUNITY IS ITS SUPPORT OF THE OPERATIONS THROUGH OFFERING SAFE RESIDENCE TO HOMELESS FAMILIES AT THE HOUSE OF MERCY HOMELESS CENTER. IT OPENED IN 1996 AND SERVES ABOUT 255 INDIVIDUALS A YEAR, MANY WHO ARE CHILDREN. THE CENTER OFFERS A SAFE HARBOR FOR THESE INDIVIDUALS AS WELL AS CASE MANAGEMENT, ASSISTANCE WITH JOB SEARCHES, FINDING PERMANENT HOUSING AND EDUCATION. 541107243 1 1 0 1 0 0 0 0 0 0 1 1 0 1 1 0 0 1 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 1 253 0 1 4976 1 1 1 0 0 0 0 0 0 0 0 0 1 0 X 8 6 1 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 IL WI X SHANNON DUNPHY-ALEXANDER 6087573126 8201 E RIVERSIDE BLVD ROCKFORD IL 61114 CRAIG LYON PHYSICIAN 40.00 0.00 X 2851580 0 57114 SHAHID SHEKHANI PHYSICIAN 40.00 0.00 X 2033578 0 46409 IMDAD AHMED PHYSICIAN 30.00 0.00 X 1816228 0 62334 DAVID NELSON PHYSICIAN 32.00 0.00 X 1686781 0 48431 MANISH GHARIA PHYSICIAN 40.00 0.00 X 1403452 0 23827 TODD ANDERSON VP/CFO (TERM 01/2025) 55.00 8.00 X 935469 0 77630 KIMBERLY SCACCIA VICE-PRESIDENT (TERM 09/2025) 55.00 8.00 X 533533 0 66109 JOANNA BENNING VICE-PRESIDENT 55.00 0.00 X 536379 0 34408 ALIAKBAR ABDULLA OLIA VICE-PRESIDENT 55.00 0.00 X 496180 0 63198 KARA SANKEY VICE-PRESIDENT 55.00 0.00 X 504909 0 48048 MARK L GOELZER MD DIRECTOR/PHYSICIAN 38.00 8.00 X 500316 0 38924 BRADLEY OLSON VICE-PRESIDENT 55.00 0.00 X 503550 0 32111 JENNIFER HALLATT VICE-PRESIDENT 55.00 1.00 X 476299 0 50439 E PATRICK CRANLEY VICE-PRESIDENT 55.00 0.00 X 459618 0 62453 ROB BRINKERHOFF VICE-PRESIDENT (TERM 08/2025) 55.00 0.00 X 439582 0 14373 AMY WHITAKER VICE-PRESIDENT 55.00 0.00 X 420067 0 20821 LADD UDY VICE-PRESIDENT 55.00 0.00 X 301345 0 48090 TYLER KILLPACK VICE-PRESIDENT 55.00 0.00 X 242451 0 43315 JAVON BEA PRESIDENT/CEO (SEE PAGES 66-67) 60.00 8.00 X X 11640824 0 4695329 ROWLAND J MCCLELLAN CHAIR & DIRECTOR (IN MEMORIAM 07/2024) 1.00 7.00 X X 26893 0 0 DAVE L SYVERSON DIRECTOR 1.00 7.00 X 15753 0 0 KATHERINE A SCHACK VICE CHAIR & DIRECTOR 1.00 7.00 X X 15370 0 0 WESLEY M JOST DIRECTOR 1.00 7.00 X 15290 0 0 THOMAS D BUDD SECRETARY & TREASURER 1.00 7.00 X X 15182 0 0 THOMAS R POOL CHAIR & DIRECTOR 1.00 7.00 X X 15000 0 0 CARLOS S AREVALO DIRECTOR (EFF. 10/2024) 1.00 7.00 X 1500 0 0 27887129 0 5533363 765 0 1 0 ARX AN ASPIRION COMPANY PO BOX 739167 DALLAS TX 311936671 REVENUE CYCLE/CLAIMS MANAGEMENT 6642170 CALIBER HEALTHCARE SOLUTIONS LLC PO BOX 715806 CINCINNATI OH 452715806 PHYSICIANS SERVICES 1316765 LAMAR COMPANIES PO BOX 746966 ATLANTA GA 303746966 ADVERTISING SERVICES 867837 METRO ENFORCEMENT 618 E STATE STREET ROCKFORD IL 61104 SECURITY SERVICES 563101 TRIAGE LLC PO BOX 773328 CHICAGO IL 606773328 MEDICAL STAFFING SERVICES 507469 40 3571068 252393 27165 3850626 PATIENT SERVICE REVENU 621110 699039272 699039272 MERCYCARE SERVICES REV 561000 8815565 8815565 340B - EXTERNAL 900099 2207330 2207330 196920 196920 710259087 10713524 10713524 190929 55462 135467 135467 135467 353616 339661 13955 13955 13955 40457473 8576689 31880784 31606557 274227 MERCYCARE INVEST. EARN 900099 4638437 4638437 PREMIER REBATES 900099 4182505 4182505 MISCELLANEOUS REVENUE 900099 1666690 1666690 2485418 1058128 1427290 12973050 769826493 744595839 9089792 12290236 236305 236305 8832713 8832713 23390755 23390755 318519968 262750832 55769136 11329480 44649 11284831 28818710 702481 28116229 20072335 14785172 5287163 726758 726758 97803 97803 28365 28365 915225 17544 897681 1398533 8659 1389874 5603458 1792027 3811431 8031672 1229125 6802547 6894783 5454164 1440619 1077327 596362 480965 1053125 531006 522119 7010114 5608091 1402023 28080639 22464511 5616128 7454170 5963336 1490834 MEDICAL SUPPLIES 142031777 141683119 348658 BAD DEBTS 43641301 43641301 PURCHASED LABOR & CONTR 24819213 14656055 10163158 MERCYCARE EXPENSES 8815565 8815565 20365790 10109791 10255999 719245884 541107243 178138641 0 24075 24273 293279687 256466862 45860011 40539127 14105383 14729652 5724502 5273502 742566878 482503389 252902327 260063489 73031397 83851755 27352490 31990927 223732452 295399682 936012324 988339269 90677657 82989252 291491660 301483527 382169317 384472779 X 553843007 603866490 553843007 603866490 936012324 988339269 X 50580609 -557126 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 0 1 28365 28365 0 PART II-B, LINE 1: A PERCENTAGE OF THE 2025 WISCONSIN HOSPITAL ASSOCIATION AND AMERICAN HOSPITAL ASSOCIATION DUES WERE USED FOR LOBBYING. 28773388 28773388 396641884 235691743 160950141 3037473 2998929 38544 289994669 235792918 54201751 24119464 8019799 16099665 260063489 876456 C DEFERRED COMPENSATION 82975299 F 83851755 UNAMORTIZED DEBT ISSUE COSTS 968098 PHYSICIAN LOAN RECEIVABLES 638028 DUE FROM OTHER RELATED PARTIES 284433459 INTANGIBLE ASSETS 3839316 OPERATING LEASE 2980489 OTHER RECEIVABLES 2540292 295399682 DEFERRED COMPENSATION 82975299 DUE TO MERCY HEALTH CORPORATION 151807364 DUE TO THIRD PARTIES 15835504 ACCRUED LIABILITY UNDER SELF-INSURANCE PROGRAM 46483408 LEASE LIABILITY 1949964 ACCRUED RETIREMENT 1267139 LONG TERM DEBT - UNAMORTIZED PREMIUMS 1164849 301483527 1 1 X 1 X 250.000000000000 1 X 1 1 0 0 2798568 2798568 0.00420 69027755 46239002 22788753 0.03420 1428715 1428715 0.00210 73255038 46239002 27016036 0.04050 1529709 253010 1276699 0.00190 7861068 4032157 3828911 0.00570 29478208 12725878 16752330 0.02510 179629 89580 90049 0.00010 236305 236305 0.00040 39284919 17100625 22184294 0.03320 112539957 63339627 49200330 0.07370 1 11560814 1885569 228694523 324343007 -95648484 X 1 1 2 1 MERCYHEALTH HOSPITAL AND TRAUMA CENTER-JANESVILLE 1000 MINERAL POINT AVENUE JANESVILLE WI 53548 MERCYHEALTHSYSTEM.ORG/LOCATION/MERCYHE 162 X X X X 2 MERCYHEALTH HOSPITAL AND MEDICAL CENTER-WALWORTH N2950 STATE ROAD 67 LAKE GENEVA WI 53147 MERCYHEALTHSYSTEM.ORG/LOCATION/MERCYHE 1062 X X X X MERCYHEALTH HOSPITAL AND TRAUMA CENTER-J 1 0 0 1 X X X X X X X X X 22 1 1 1 1 X HTTPS://WWW.MERCYHEALTHSYSTEM.ORG/ABOUT-US/COMMUNITY-NEEDS/ 1 22 1 HTTPS://WWW.MERCYHEALTHSYSTEM.ORG/ABOUT-US/COMMUNITY-NEEDS/ 0 1 X 250.000000000000 350.000000000000 X X X X X X 1 1 X X X 1 X SEE PART V, PAGE 8 X SEE PART V, PAGE 8 X SEE PART V, PAGE 8 X X X X X X 1 0 X X X X 1 X 0 0 MERCYHEALTH HOSPITAL AND MEDICAL CENTER- 2 0 0 1 X X X X X X X X X 22 1 1 1 1 X HTTPS://WWW.MERCYHEALTHSYSTEM.ORG/ABOUT-US/COMMUNITY-NEEDS/ 1 22 1 HTTPS://WWW.MERCYHEALTHSYSTEM.ORG/ABOUT-US/COMMUNITY-NEEDS/ 0 1 X 250.000000000000 350.000000000000 X X X X X X 1 1 X X X 1 X SEE PART V, PAGE 8 X SEE PART V, PAGE 8 X SEE PART V, PAGE 8 X X X X X X 1 0 X X X X 1 X 0 0 MERCYHEALTH HOSPITAL AND TRAUMA CENTER-JANESVILLE PART V, SECTION B, LINE 5: A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) WAS DONE IN 2023 FOR ROCK COUNTY TO IDENTIFY OPPORTUNITIES TO IMPROVE THE HEALTH CARE SYSTEM AND IMPROVE PATIENT CARE AND PREVENTIVE SERVICE UTILIZATION AND THE OVERALL HEALTH AND QUALITY OF LIFE IN THE COMMUNITY.MHTC (MERCYHEALTH HOSPITAL AND TRAUMA CENTER) CREATED AN ONLINE COMMUNITY HEALTH SURVEY USING THE MACHFORM SURVEY TOOL. THE SURVEY WAS TRANSLATED INTO SPANISH, AND BOTH ENGLISH AND SPANISH VERSIONS WERE ACCESSIBLE VIA LINKS AND QR CODES. METHODS FOR SURVEY DISTRIBUTION INCLUDED SOCIAL MEDIA, MERCYHEALTH'S INTERNAL NEWSLETTER, MERCYHEALTH'S COMMUNITY NEWSLETTER, AND FLYER PLACEMENT AT KEY COMMUNITY LOCATIONS. THE SURVEY WAS DISTRIBUTED BETWEEN JANUARY 10, 2023 AND FEBRUARY 12, 2023. MHTC RECEIVED 537 SURVEY RESPONSES.ONCE THE SURVEY CLOSED, THE COLLECTED DATA WAS AGGREGATED AND VISUALIZATIONS WERE CREATED TO ILLUSTRATE DEMOGRAPHICS OF RESPONDENTS AND DISTRIBUTIONS FOR RESPONSES TO ALL QUESTIONS. NOT SURE/NO ANSWER/MISSING DATA WERE EXCLUDED FROM STATISTICAL ANALYSIS.AS A QUALITATIVE SUPPLEMENT TO SURVEY DATA, PRIMARY DATA WAS ALSO COLLECTED THROUGH VIRTUAL AND IN-PERSON INTERVIEWS WITH KEY INFORMANTS. KEY INFORMANTS ARE STAKEHOLDERS WHO REPRESENT COMMUNITY ORGANIZATIONS AND, THROUGH THEIR ROLES AS COMMUNITY LEADERS AND ORGANIZERS, POSSESS VALUABLE INSIGHTS INTO HEALTH ISSUES EXPERIENCED BY THE POPULATIONS THEY SERVE. KEY INFORMANTS WERE SELECTED WITH THE GOAL OF GATHERING INFORMATION REFLECTIVE OF A BROAD CROSS-SECTION OF THE COMMUNITY, PARTICULARLY THOSE POPULATIONS UNLIKELY TO RESPOND TO THE SURVEY. TWELVE KEY INFORMANT INTERVIEWS WERE CONDUCTED BETWEEN JANUARY 2023 AND MARCH 2023.MHTC PARTICIPATES IN THE HEALTH EQUITY ALLIANCE OF ROCK COUNTY (HEAR), A COALITION SUPPORTED AND FACILITATED BY THE ROCK COUNTY PUBLIC HEALTH DEPARTMENT AND COMPRISED OF HEALTH SYSTEMS, COMMUNITY-BASED ORGANIZATIONS, AND GOVERNMENT AGENCIES. OTHER ORGANIZATIONS PARTICIPATING IN HEAR INCLUDE SSM HEALTH, BELOIT HEALTH SYSTEM, HEALTH NET, COMMUNITY HEALTH SYSTEMS, INC., HEAD START, SCHOOL DISTRICT OF BELOIT, COMMUNITY ACTION, AND BUILDING A SAFER EVANSVILLE. TOGETHER, THESE ORGANIZATIONS REPRESENT MEDICALLY UNDERSERVED, LOW-INCOME, AND MINORITY POPULATIONS INCLUDING UNINSURED AND UNDERINSURED PATIENTS, CHILDREN IN LOW-INCOME FAMILIES, UNHOUSED INDIVIDUALS, AND AT-RISK YOUTH. FOR ROCK COUNTY, HEAR HELPS GUIDE THE COMMUNITY HEALTH ASSESSMENT (CHA) AND COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP), AND IMPLEMENTS STRATEGIES TO MEET THE GOALS SET FORTH IN THE IMPROVEMENT PLAN. REPRESENTATIVES FROM MHTC PARTICIPATED IN HEAR THROUGHOUT THIS ANALYSIS AND OBTAINED INPUT FROM HEAR MEMBERS ABOUT RESOURCES AVAILABLE TO ADDRESS HEALTH ISSUES IN ROCK COUNTY.IN LATE 2022, MHTC SOLICITED AND RECEIVED INPUT FROM THE ROCK COUNTY DEPARTMENT OF PUBLIC HEALTH SPECIFICALLY REGARDING SURVEY DESIGN AND KEY INFORMANT INTERVIEWS. THE ROCK COUNTY DEPARTMENT OF PUBLIC HEALTH SHARED FINDINGS FROM FOCUS GROUPS AND KEY INFORMANT INTERVIEWS CONDUCTED AS PART OF THE COUNTY'S 2021 CHA. FOR PURPOSES OF COMPARISON WITH DATA COLLECTED FOR ROCK COUNTY'S CHA, MHTC ADDED SURVEY QUESTIONS SPECIFICALLY FOCUSED ON MENTAL HEALTH AND ACCESS TO CARE, THE TWO FOCUS AREAS FOR ROCK COUNTY'S 2022 CHIP.MHTC ALSO CONDUCTED A KEY INFORMANT INTERVIEW WITH THE ROCK COUNTY DEPARTMENT OF PUBLIC HEALTH'S PUBLIC HEALTH STRATEGIST/HEAR COORDINATOR.THE 2023 IMPLEMENTATION STRATEGY FOR THE 2023 COMMUNITY HEALTH NEEDS ASSESSMENT IDENTIFIED SEVERAL AREAS AS PRIORITIES. MHSC IS FOCUSING ON THE FOLLOWING THREE PRIORITIES INCLUDING MENTAL HEALTH; ACCESSIBLE AND AFFORDABLE HEALTH CARE; AND MATERNAL, INFANT AND CHILD HEALTH TO IMPROVE THE COMMUNITY'S HEALTH STATUS.IN FY24, MHSC INCREASED BEHAVIORAL HEALTH SERVICES WITH A PARTNERSHIP WITH HEALTHNET IN ROCK COUNTY. THREE MHSC PROVIDERS WILL BEGIN SEEING PATIENTS AT HEALTHNET, ENSURING GREATER ACCESS TO CRITICAL MENTAL HEALTH CARE FOR THOSE IN NEED. THE ADDITION OF MERCYHEALTH BEHAVIORAL HEALTH PROVIDERS WILL ALLOW HEALTHNET TO SERVE MORE PATIENTS STRUGGLING WITH ANXIETY, DEPRESSION, TRAUMA, AND OTHER BEHAVIORAL HEALTH CONDITIONS. MERCYHEALTH HAS BEEN A PROUD PARTNER OF HEALTHNET FOR MANY YEARS, WORKING HAND-IN-HAND TO IMPROVE THE HEALTH AND WELL-BEING OF THE AREA'S UNINSURED AND UNDERINSURED RESIDENTS. AS PART OF THIS PARTNERSHIP, A MERCYHEALTH FAMILY MEDICINE PHYSICIAN AND FACULTY MEMBER OF THE MERCYHEALTH FAMILY MEDICINE RESIDENCY PROGRAM, SERVES AS HEALTHNET'S MEDICAL ADVISOR. SHE IS INSTRUMENTAL IN ENGAGING MERCYHEALTH RESIDENT PHYSICIANS, WHO PROVIDE CARE TO HEALTHNET PATIENTS. IN ADDITION, OTHER MERCYHEALTH MEDICAL PROVIDERS AND STAFF VOLUNTEER THEIR TIME AND TALENTS AS WELL.MHSC ALSO OFFERED FREE CANCER SCREENINGS. SCREENINGS CAN DETECT CANCER AT ITS EARLIEST STAGES, OFTEN BEFORE SYMPTOMS APPEAR. EARLY DETECTION USUALLY LEADS TO MORE EFFECTIVE TREATMENT AND BETTER OUTCOMES. REGULAR SCREENINGS ARE RECOMMENDED BASED ON AGE, GENDER, FAMILY HISTORY AND OTHER RISK FACTORS TO MAXIMIZE BENEFITS. SCREENINGS CAN PROVIDE REASSURANCE AND PEACE OF MIND FOR INDIVIDUALS, KNOWING THEY ARE TAKING PROACTIVE STEPS TOWARD THEIR HEALTH.MERCYHEALTH'S ACCOUNTABLE CARE ORGANIZATION (ACO) MAINTAINED TOP QUALITY SCORES IN 2023, CONTRIBUTING TO SIGNIFICANT MEDICARE SAVINGS. THIS QUALITY AND COST PERFORMANCE WAS ACHIEVED THROUGH MERCYHEALTH'S PARTICIPATION IN THE MEDICARE SHARED SAVINGS PROGRAM, A FEDERAL PROGRAM FOCUSED ON IMPROVING MEDICARE BENEFICIARIES' HEALTH OUTCOMES WHILE MAINTAINING COST-EFFECTIVENESS.MERCYHEALTH'S ACO INCLUDES ABOUT 14,000 MEDICARE BENEFICIARIES AND IS ONE OF MORE THAN 400 ACOS IN THE UNITED STATES, INCLUDING MORE THAN 30 WITH A PRESENCE IN ILLINOIS AND WISCONSIN. PHYSICIANS AND CLINICIAN TEAMS WITHIN MERCYHEALTH PROVIDE MEDICARE BENEFICIARIES WITH SAFE, HIGH-QUALITY, ACCESSIBLE, AND AFFORDABLE CARE, ALL WITHIN A PATIENT-CENTERED AND FAMILY-FRIENDLY EXPERIENCE.MEDICARE EVALUATES HOW WELL EACH ACO MEETS GOALS RELATED TO QUALITY AND PATIENT EXPERIENCE EVERY YEAR. ACOS WHO MEET QUALITY REQUIREMENTS RECEIVE A PORTION OF ANY SAVINGS THAT RESULT FROM REDUCING COSTS, WHICH CAN BE USED TO RE-INVEST IN PATIENT CARE CAPABILITIES.AMONG THE HIGHLIGHTS FOR MERCYHEALTH'S ACO RESULTS IN 2023:- QUALITY SCORE OF 89.8%, COMPARED TO A NATIONAL AVERAGE ACO QUALITY SCORE OF 82.3%- TOTAL SAVINGS TO MEDICARE OF $16 MILLION- MEDICARE EXPENSES PER BENEFICIARY OF $10,695, WHICH IS IN THE BOTTOM 20% OF MEDICARE ACOS NATIONWIDE FOR SPENDING (LOWER EXPENSE PER BENEFICIARY IS FAVORABLE, ESPECIALLY WHEN COMBINED WITH AN ABOVE AVERAGE QUALITY SCORE)ADOPTED BIRTH EQUITY INITIATIVES TO RAISE AWARENESS OF HEALTH DISPARITIES THAT EXIST WITHIN ROCK COUNTY AND RAISE AWARENESS AMONG PROVIDERS AND STAFF ABOUT THE IMPACT OF SOCIAL DETERMINANTS OF HEALTH, IMPLICIT BIAS, AND RESPECTFUL CARE PRACTICES. MHTC IS WORKING WITH OTHER MERCYHEALTH HOSPITALS AND THE ROCK COUNTY HEALTH DEPARTMENT TO SCREEN OB PATIENTS FOR SOCIAL DETERMINANTS OF HEALTH NEEDS AND CONNECT PATIENTS TO NEEDED RESOURCES EARLY IN PREGNANCY TO REDUCE THE IMPACT OF NEGATIVE SOCIAL DETERMINANTS OF HEALTH ON MATERNAL AND INFANT HEALTH. MERCYHEALTH HOSPITAL AND MEDICAL CENTER-WALWORTH PART V, SECTION B, LINE 5: MERCYHEALTH CONDUCTED A COMMUNITY HEALTH NEEDS ASSESSMENT IN WALWORTH COUNTY, BY DEVELOPING SURVEY QUESTIONS IN COLLABORATION WITH ADVOCATE AURORA AND THE WALWORTH COUNTY DEPARTMENT OF HEALTH AND HUMAN SERVICES. JKV RESEARCH USED THESE QUESTIONS TO CONDUCT AN ONLINE SURVEY USING THE SURVEY MONKEY SURVEY TOOL. THE SURVEY WAS ACCESSIBLE VIA LINKS AND A QR CODE. METHODS FOR SURVEY DISTRIBUTION INCLUDED SOCIAL MEDIA, MERCYHEALTH'S INTERNAL NEWSLETTER, MERCYHEALTH'S COMMUNITY NEWSLETTER, AND FLYER PLACEMENT AT KEY COMMUNITY LOCATIONS. THE SURVEY WAS DISTRIBUTED BETWEEN NOVEMBER 1, 2022 AND JANUARY 26, 2023. THE SURVEY RECEIVED 555 RESPONSES.ONCE THE SURVEY CLOSED, THE COLLECTED DATA WAS AGGREGATED AND STRATIFIED BY JKV RESEARCH, LLC. NOT SURE/NO ANSWER/MISSING DATA ARE EXCLUDED FROM THIS REPORT.AS A QUALITATIVE SUPPLEMENT TO THE SURVEY DATA, PRIMARY DATA WAS ALSO COLLECTED THROUGH VIRTUAL AND IN-PERSON INTERVIEWS WITH KEY INFORMANTS. KEY INFORMANTS ARE STAKEHOLDERS WHO REPRESENT COMMUNITY ORGANIZATIONS AND, THROUGH THEIR ROLES AS COMMUNITY LEADERS AND ORGANIZERS, POSSESS VALUABLE INSIGHTS INTO HEALTH ISSUES EXPERIENCED BY THE POPULATIONS THEY SERVE. KEY INFORMANTS WERE SELECTED WITH THE GOAL OF GATHERING INFORMATION REFLECTIVE OF A BROAD CROSS-SECTION OF THE COMMUNITY, PARTICULARLY THOSE POPULATIONS UNLIKELY TO RESPOND TO THE SURVEY. NINETEEN KEY INFORMANT INTERVIEWS WERE CONDUCTED BETWEEN DECEMBER, 2022 AND FEBRUARY, 2023. INTERVIEWS WERE CONDUCTED BY REPRESENTATIVES FROM MHW AND ADVOCATE AURORA. NOTES FROM INTERVIEWS WERE REVIEWED AND FINDINGS SUMMARIZED BY JKV RESEARCH, LLC.MWH FOUND TWO PRIORITIES TO IMPROVE THE HEALTH IN WALWORTH COUNTY, 1. MENTAL HEALTH AND 2. NUTRITION, PHYSICAL ACTIVITY, AND OBESITY. THESE PRIORITY AREAS ADDRESS TWO SIGNIFICANT HEALTH NEEDS.MHW COLLABORATES WITH MERCYHEALTH BEHAVIORAL HEALTH TO REFER PATIENTS FOR OUTPATIENT BEHAVIORAL HEALTH COUNSELING AT OUR CLINIC IN WILLIAMS BAY, WHICH OFFERS A TEAM OF 5 TO 7 THERAPISTS AND A FULL-TIME CHILD PSYCHIATRIST. MHW ALSO COLLABORATES WITH MERCYHEALTH BEHAVIORAL HEALTH TO PROVIDE TELEHEALTH SERVICES TO THE EMERGENCY DEPARTMENT (ED) AND MEDICAL UNITS AT MHW.MHW IS REPRESENTED IN MERCYHEALTH'S SYSTEM-WIDE OPIOID STEWARDSHIP STEERING COMMITTEE, WHICH IS RESPONSIBLE FOR REVIEWING DATA RELATED TO OPIOID PRESCRIBING AND DISPENSING PATTERNS, AS WELL AS NURSING PAIN ASSESSMENT AND REASSESSMENT PRACTICES. WISCONSIN PHYSICIANS ARE REQUIRED TO TAKE TWO HOURS OF CONTINUING MEDICAL EDUCATION SPECIFICALLY ON SAFE OPIOID PRESCRIBING PRACTICES. MERCYHEALTH MADE CME EDUCATION AVAILABLE TO MHW PHYSICIANS. MERCYHEALTH OPENED A NEW AUTISM CENTER IN WALWORTH COUNTY AND ADDRESSED A KEY ACCESS NEED WITHIN THE COMMUNITY, AS EXPRESSED IN THE COMMUNITY HEALTH NEEDS ASSESSMENT. THE UPDATED FACILITY ALLOWS MERCYHEALTH TO EXPAND TREATMENT OPTIONS WITH BOTH IN-HOME AND CLINIC-BASED APPLIED BEHAVIOR ANALYSIS SERVICES FOR CHILDREN. THE CENTER IS DESIGNED TO CREATE A COMFORTABLE AND WELCOMING ENVIRONMENT FOR PATIENTS AND THEIR FAMILIES. MERCYHEALTH PROVIDES COMPREHENSIVE AND FOCUSED TREATMENT TO INDIVIDUALS RANGING IN AGE FROM TWO INTO YOUNG ADULTHOOD. FAMILY TREATMENT GUIDANCE SERVICES TO FAMILIES WITH CHILDREN IN THE PROGRAM IS ALSO PROVIDED.MERCY PARTNERS WITH MULTIPLE COMMUNITY-BASED ORGANIZATIONS IN ROCK AND WALWORTH COUNTY WORKED TOGETHER TO ACCOMPLISH SUCCESSFUL IMPLEMENTATION OF THESE STRATEGIES. DURING THE COURSE OF THIS YEAR, AND THE PRIOR TAX YEARS, MERCYHEALTH PARTICIPATED IN NUMEROUS COMMUNITY HEALTH FAIRS, PROVIDED FREE SCREENINGS AT OUR CLINICS AND IN CONJUNCTION WITH COMMUNITY-BASED ORGANIZATIONS, OFFERED SCREENINGS TO FREE AND SLIDING FEE SCHEDULE PRIMARY CARE CLINICS, AND SCHOOL DISTRICTS IN BOTH COUNTIES. MERCYHEALTH ALSO PROVIDES FINANCIAL INCENTIVES FOR THEIR EMPLOYEES TO PARTICIPATE IN SMOKING CESSATION PROGRAMS. IN ADDITION, MERCY PROVIDES EXTENSIVE TELEMEDICINE SERVICES TO INCREASE VIRTUAL ACCESS FOR OUR PATIENTS. MERCY HAS PROVIDERS ON CALL THAT ARE AVAILABLE TO ASSIST EMS CREWS IN THE FIELD WITH TRAUMA-RELATED EMERGENCIES AND CRITICAL ILLNESSES.AS A NEW INITIATIVE, STAFF HAVE ENGAGED LOCAL FEDERALLY QUALIFIED HEALTH CENTERS IN A COLLABORATIVE PARTNERSHIP, TOASSISTPATIENTS GETTING CARE ACCESS REGARDLESS OF THEIR ABILITY TO PAY. STRATEGIC GROWTH IN THIS AREA CONTINUES TO DEVELOP, BUT IMPROVED RELATIONSHIPS WITH LOCAL SAFETY NET PROVIDERS IS A NET BENEFIT FOR COMMUNITY MEMBERS. MERCYHEALTH HOSPITAL AND TRAUMA CENTER-JANESVILLE PART V, SECTION B, LINE 6A: ROCK COUNTY NEEDS ASSESSMENT- HOSPITALS: HOSPITALS SUCH AS SSM HEALTH, AND BELOIT HEALTH SYSTEM ARE A PART OF HEAR (HEALTH EQUITY ALLIANCE OF ROCK COUNTY) WHICH HELPED TO GUIDE THE COMMUNITY HEALTH ASSESSMENT (CHA). MERCYHEALTH HOSPITAL AND MEDICAL CENTER-WALWORTH PART V, SECTION B, LINE 6A: SURVEY WAS DEVELOPED IN COLLABORATION WITH ADVOCATE AURORA. MERCYHEALTH HOSPITAL AND TRAUMA CENTER-JANESVILLE PART V, SECTION B, LINE 6B: MERCY HEALTH SYSTEM CORPORATION WORKED WITH THE FOLLOWING ORGANIZATIONS INCLUDING SUPPORT FROM HEALTH EQUITY ALLIANCE OF ROCK COUNTY (HEAR), AND ITS MEMBERS THAT INCLUDE COMMUNITY-BASED ORGANIZATIONS AND GOVERNMENT AGENCIES. ROCK COUNTY DEPARTMENT OF PUBLIC HEALTH AND IN WALWORTH, WALWORTH COUNTY DIVISION OF HEALTH AND HUMAN SERVICES. MERCYHEALTH HOSPITAL AND MEDICAL CENTER-WALWORTH PART V, SECTION B, LINE 6B: WALWORTH COUNTY DIVISION OF HEALTH AND HUMAN SERVICES. MERCYHEALTH HOSPITAL AND TRAUMA CENTER-JANESVILLE PART V, SECTION B, LINE 11: IN ROCK COUNTY:MHTC'S PLAN IN ROCK COUNTY IS TO IMPROVE THE HEALTH OF PATIENTS WITH MENTAL HEALTH AND SUBSTANCE ABUSE ISSUES. MERCYHEALTH IS RECRUITING MORE MENTAL HEALTH PROVIDERS, INCREASING CARE TRANSITION SERVICES, EXPANDING SCHOOL BASED MENTAL HEALTH SERVICES, AND EXPLORING NEW SERVICES. MHTC CONTINUES COMMUNITY PARTNERSHIPS TO ENSURE EFFECTIVE COLLABORATION, COORDINATION OF MENTAL HEALTH RESOURCES, EDUCATION AND OFFER SUPPORT TO HELP REDUCE ACCESS TO OPIATES, AND CO-SPONSOR EVENTS RELATED TO MENTAL HEALTH AWARENESS.MHTC IS RECRUITING NEW PROVIDERS TO ROCK COUNTY TO AID IN THE ACCESSIBILITY AND AFFORDABILITY OF HEALTH CARE IN THE AREA. MERCY IS INVESTING IN BY OPENING THE MERCYHEALTH KIDNEY CARE AND DIALYSIS CENTER. MHTC IS INCREASING AWARENESS OF FINANCIAL ASSISTANCE RESOURCES, VIRTUAL CARE OR TELEHEALTH OPTIONS, AND INCREASING ACCESS TO DISCHARGE MEDICATION IN THE FREE MEDS-TO BEDS PROGRAM.MATERNAL, INFANT AND CHILD HEALTH ARE BEING ADDRESSED BY MHTC IN ROCK COUNTY, BY ADOPTING BIRTH EQUITY INITIATIVES, SCREENING OB PATIENTS FOR SOCIAL DETERMINANTS OF HEALTH NEEDS, AND OFFERING SAME-DAY PEDIATRIC APPOINTMENTS TO THOSE WHO PRESENT AT URGENT CARE TO BUILD CONNECTIONS WITH A PEDIATRICIAN. MERCYHEALTH HOSPITAL AND MEDICAL CENTER-WALWORTH PART V, SECTION B, LINE 11: MERCY WALWORTH HOSPITAL'S PLAN IN WALWORTH COUNTY ADDRESSES MENTAL HEALTH NEEDS BY RECRUITING ADDITIONAL PROVIDERS, EXPANDING SCHOOL-BASED MENTAL HEALTH SERVICES, AND EXPLORING THE PROVISION OF BEHAVIORAL HEALTH SERVICES IN PRIMARY CARE SETTINGS. NUTRITION, PHYSICAL ACTIVITY AND OBESITY NEEDS ARE BEING ADDRESSED BY INCREASING REFERRALS TO WALWORTH'S WEIGHT MANAGEMENT PROGRAM, AND CARDIAC REHABILITATION PROGRAMS. RECRUITING PROVIDERS, EXPLORING COMMUNITY OUTREACH OPTIONS TO ADDRESS CHILD OBESITY, AND CONTINUATION OF ITS ATHLETIC TRAINING PROGRAM AS WELL AS TRAINING ADDITIONAL RESIDENT PHYSICIANS.MERCYHEALTH PARTICIPATED IN NUMEROUS COMMUNITY HEALTH FAIRS, PROVIDED FREE SCREENINGS AT OUR CLINICS AND IN CONJUNCTION WITH COMMUNITY BASED ORGANIZATIONS, OFFERED SCREENINGS TO FREE AND SLIDING FEE SCHEDULE PRIMARY CARE CLINICS, AND SCHOOL DISTRICTS IN BOTH COUNTIES. MERCY ALSO PROVIDED FINANCIAL INCENTIVES FOR THEIR EMPLOYEES TO PARTICIPATE IN SMOKING CESSATION PROGRAMS. ALL OF THESE EFFORTS ARE SUPPORTED THROUGH BROAD BASED MARKETING AND ADVERTISING PROGRAMS DIRECTED TO AUDIENCES IN BOTH COUNTIES PROMOTING THESE PROGRAMS. MERCYHEALTH PROVIDES EXTENSIVE TELEMEDICINE SERVICES TO INCREASE VIRTUAL ACCESS TO PATIENTS. MERCYHEALTH HAS PROVIDERS ON CALL THAT ARE AVAILABLE TO ASSIST EMS CREWS IN THE FIELD WITH TRAUMA-RELATED EMERGENCIES AND CRITICAL ILLNESSES. PART V, LINE 16A: HTTPS://WWW.MERCYHEALTHSYSTEM.ORG/PATIENTSVISITORS/BILLING-INFORMATION/FINANCIAL-ASSISTANCE/ PART V, LINE 16B: HTTPS://WWW.MERCYHEALTHSYSTEM.ORG/PATIENTSVISITORS/BILLING-INFORMATION/FINANCIAL-ASSISTANCE/ PART V, LINE 16C: HTTPS://WWW.MERCYHEALTHSYSTEM.ORG/PATIENTSVISITORS/BILLING-INFORMATION/FINANCIAL-ASSISTANCE/ 51 1 - MERCY MANOR TRANSITION CENTER 1000 MINERAL POINT AVENUE JANESVILLE WI 53548 SKILLED NURSING/SUB-ACUTE CARE FACILITY 2 - MERCYHEALTH REGIONAL CANCER CENTER RADIA 1000 MINERAL POINT AVENUE JANESVILLE WI 53548 RADIATION ONCOLOGY CLINIC/RADIATION THERAPY FACILITY 3 - HOUSE OF MERCY HOMELESS SHELTER 320 LINCOLN STREET JANESVILLE WI 53548 HOMELESS CENTER 4 - MERCYHEALTH ALGONQUIN 2401 HARNISH DRIVE SUITE 101 ALGONQUIN WI 60102 OUTPATIENT PHYSICIAN CLINIC 5 - MERCYHEALTH BARRINGTON 500 WEST HIGHWAY 22 BARRINGTON IL 60010 OUTPATIENT PHYSICIAN CLINIC 6 - MERCYHEALTH BELOIT 2825 PRAIRIE AVENUE BELOIT WI 53511 OUTPATIENT PHYSICIAN CLINIC 7 - MERCYHEALTH BRODHEAD 2310 FIRST CENTER AVENUE BRODHEAD WI 53520 OUTPATIENT PHYSICIAN CLINIC 8 - MERCYHEALTH EAST 3524 EAST MILWAUKEE STREET JANESVILLE WI 53546 OUTPATIENT PHYSICIAN CLINIC/URGENT CARE FACILITY 9 - MERCYHEALTH EAST PHARMACY 3524 EAST MILWAUKEE STREET JANESVILLE WI 53546 RETAIL PHARMACY 10 - MERCYHEALTH SOUTH 849 KELLOGG AVENUE JANESVILLE WI 53546 RESIDENCY PROGRAM / OUTPATIENT PHYSICIAN CLINIC 11 - MERCYHEALTH WEST 1000 MINERAL POINT AVENUE JANESVILLE WI 53548 OUTPATIENT PHYSICIAN CLINIC & MEDICAL ONCOLOGY 12 - MERCYHEALTH WEST PHARMACY 1000 MINERAL POINT AVENUE JANESVILLE WI 53548 RETAIL PHARMACY 13 - MERCYHEALTH CRYSTAL LAKE SOUTH 415-A CONGRESS PARKWAY CRYSTAL LAKE IL 60014 OUTPATIENT PHYSICIAN CLINIC 14 - MERCYHEALTH DELAVAN 1038 E GENEVA STREET DELAVAN WI 53115 OUTPATIENT PHYSICIAN CLINIC 15 - MERCYHEALTH EDGERTON 217 N MAIN STREET EDGERTON WI 53534 OUTPATIENT PHYSICIAN CLINIC 16 - MERCYHEALTH EVANSVILLE 300 UNION STREET EVANSVILLE WI 53536 OUTPATIENT PHYSICIAN CLINIC/BEHAVIORAL HEALTH CLINIC 17 - MERCYHEALTH HARVARD SOUTH 348 S DIVISION HARVARD IL 60033 OUTPATIENT PHYSICIAN CLINIC 18 - MERCYHEALTH MALL 1010 NORTH WASHINGTON JANESVILLE WI 53548 OUTPATIENT PHYSICIAN CLINIC/URGENT CARE FACILITY/CARDIAC REHAB 19 - MERCYHEALTH MALL PHARMACY 1010 NORTH WASHINGTON JANESVILLE WI 53548 RETAIL PHARMACY 20 - MERCYHEALTH LAKE GENEVA 350 PELLER ROAD LAKE GENEVA WI 53147 OUTPATIENT PHYSICIAN CLINIC 21 - MERCYHEALTH MCHENRY 3922 MERCY DRIVE MCHENRY IL 60050 OUTPATIENT PHYSICIAN CLINIC/URGENT CARE FACILITY 22 - MERCYHEALTH MILTON 725 SOUTH JANESVILLE STREET MILTON WI 53563 OUTPATIENT PHYSICIAN CLINIC 23 - MERCYHEALTH MILTON PHARMACY 725 SOUTH JANESVILLE STREET MILTON WI 53563 RETAIL PHARMACY 24 - MERCYHEALTH NORTHWEST WOMEN'S GROUP 47 WEST ACORN LANE LAKE IN THE HILLS IL 601564804 OUTPATIENT PHYSICIAN CLINIC 25 - MERCYHEALTH BEHAVIORAL HEALTH CLINIC 903 MINERAL POINT AVENUE JANESVILLE WI 53548 PHYSICIAN & THERAPIST SERVICES: MENTAL HEALTH & ADDICTION TREATMENT 26 - MERCYHEALTH DIALYSIS CENTER 903 MINERAL POINT AVENUE JANESVILLE WI 53548 DIALYSIS CENTER 27 - MERCYHEALTH LUNG CENTER 903 MINERAL POINT AVENUE JANESVILLE WI 53548 PHYSICIANS CLINIC & SLEEP DISORDER CENTER 28 - MERCYHEALTH AUTISM CENTER 903 MINERAL POINT AVENUE JANESVILLE WI 53548 AUTISM AND BEHAVIORAL SERVICES 29 - MERCYHEALTH RICHMOND 9715 PRAIRIE RIDGE RICHMOND IL 60071 OUTPATIENT PHYSICIAN CLINIC 30 - MERCYHEALTH SPORTS MEDICINE AND REHAB 557 NORTH WASHINGTON JANESVILLE WI 53548 OUTPATIENT PHYSICIAN CLINIC AND REHABILITATION FACILITY 31 - MERCYHEALTH TERRACE 510 N TERRACE STREET JANESVILLE WI 53548 OUTPATIENT PHYSICIAN CLINIC 32 - MERCYHEALTH WHITEWATER 507 WEST MAIN STREET WHITEWATER WI 53190 OUTPATIENT PHYSICIAN CLINIC 33 - MERCYHEALTH SPORTS MEDICINE & REHAB 519 WEST MAIN STREET WHITEWATER WI 53190 OUTPATIENT PHYSICIAN CLINIC AND REHABILITATION FACILITY 34 - MERCYHEALTH WOODSTOCK 2000 LAKE AVENUE WOODSTOCK IL 60098 OUTPATIENT PHYSICIAN CLINIC/URGENT CARE FACILITY 35 - MERCYHEALTH WOODSTOCK PHARMACY 2000 LAKE AVENUE WOODSTOCK IL 60098 RETAIL PHARMACY 36 - MERCYHEALTH ELKHORN 839 N WISCONSIN STREET ELKHORN WI 53121 OUTPATIENT PHYSICIAN CLINIC 37 - MERCYCARE BUILDING 580 N WASHINGTON STREET JANESVILLE WI 53548 AUTISM PROGRAM/EMS TRAINING 38 - MERCYHEALH SLEEP DISORDERS CENTER 903 MINERAL POINT AVENUE JANESVILLE WI 53548 OUTPATIENT PHYSICIAN CLINIC/SLEEP STUDY CENTER 39 - MERCYHEALTH WALWORTH N2950 STATE ROAD 67 LAKE GENEVA WI 53147 OUTPATIENT PHYSICIAN CLINIC/URGENT CARE 40 - MERCYHEALTH WALWORTH PHARMACY N2950 STATE ROAD 67 LAKE GENEVA WI 53147 RETAIL PHARMACY 41 - MERCYHEALTH AUTISM CENTER - WALWORTH N2846 STATE ROAD 67 WILLIAMS BAY WI 53191 AUTISM AND BEHAVIORAL SERVICES 42 - MH BEHAVIORAL HEALTH CLINIC - BELOIT 1400 E INMAN PARKWAY SUITE B BELOIT WI 53511 BEHAVIORAL HEALTH, CLINIC-BASED COUNSELING, COUNSELING, MENTAL HEALTH 43 - MH BEHAVIOR HEALTH CLINIC - CRYSTAL LAKE 415-A CONGRESS PKWY CRYSTAL LAKE IL 60014 BEHAVIORAL HEALTH, CLINIC-BASED COUNSELING, COUNSELING, MENTAL HEALTH 44 - MERCYHEALTH NORTH 3400 DEERFIELD DR JANESVILLE WI 53546 OUTPATIENT PHYSICIAN CLINIC/URGENT CARE 45 - MERCY CRYSTAL LAKE PHYSICAL THERAPY 741 MCHENRY AVE STE E CRYSTAL LAKE IL 60014 OUTPATIENT THERAPY CLINIC 46 - MERCYHEALTH CHILD & ADOLESCENT TREATMENT 2600 HUMES RD STE 100 JANESVILLE WI 53545 CHILD AND ADOLESCENT DAY TREATMENT/MENTAL HEALTH CENTER 47 - MERCYHEALTH DELAVAN 1038 E GENEVA ST DELAVAN WI 53115 FAMILY MEDICINE, LAB, RADIOLOGY 48 - MERCYHEALTH BEHAVIORAL HEALTH CLINIC N2846 STATE ROAD 67 WILLIAMS BAY WI 53191 BEHAVIORAL HEALTH, CLINIC-BASED COUNSELING, COUNSELING, MENTAL HEALTH 49 - MERCYHEALTH BEHAVIORAL CLINIC-WHITEWATER 519 WEST MAIN STREET WHITEWATER WI 53190 BEHAVIORAL HEALTH, CLINIC-BASED COUNSELING, COUNSELING, MENTAL HEALTH 50 - MERCYHEALTH BEHAVIORAL CLINIC-FRANKLIN 115 S FRANKLIN ST JANESVILLE WI 53548 BEHAVIORAL HEALTH, CLINIC-BASED COUNSELING, COUNSELING, MENTAL HEALTH 51 - MH BEHAVIORAL HEALTH CLINIC - WALWORTH N2846 STATE ROAD 67 WILLIAMS BAY WI 53191 BEHAVIORAL HEALTH, CLINIC-BASED COUNSELING, COUNSELING, MENTAL HEALTH PART I, LINE 3C: THE HOSPITAL OFFERS A 25% SELF-PAY DISCOUNT TO ALL UNINSURED PATIENTS ON ALL MEDICALLY NECESSARY SERVICES. ELIGIBILITY FOR FINANCIAL ASSISTANCE IS BASED ON THE FOLLOWING: INDIVIDUAL OR HOUSEHOLD INCOME, INDIVIDUAL OR HOUSEHOLD ASSETS, HOUSEHOLD SIZE, AND OTHER SOURCES OF PAYMENT FOR SERVICES. THE AMOUNT OF ASSISTANCE IS BASED ON THE PATIENT'S ABILITY TO PAY AND THE SIZE OF THEIR OUTSTANDING BALANCE. IF PATIENT INCOME AND HOUSEHOLD ASSETS ARE LESS THAN 250% OF THE FEDERAL POVERTY GUIDELINES, THEN MERCYHEALTH WILL COVER 100% OF THEIR OUTSTANDING BALANCE. IF THE PATIENT'S INCOME AND HOUSEHOLD ASSETS FALL BETWEEN 251% AND 350% OF THE FEDERAL POVERTY GUIDELINES, THEN A PATIENT'S REMAINING BALANCE CAN BE REDUCED AS MUCH AS 90% AND PAYMENT ARRANGEMENTS CAN BE EXTENDED FOR AS LONG AS TWENTY-FOUR MONTHS OR LONGER IF THERE ARE EXTENUATING CIRCUMSTANCES. PART I, LINE 6A: MERCY HEALTH SYSTEM CORPORATION, PREPARED A COMMUNITY BENEFIT REPORT AND IS ON THE WEBSITE WWW.MERCYHEALTHSYSTEM.ORG/ABOUT-US/COMMUNITY-NEEDS/. PART I, LINE 7: A COST-TO-CHARGE RATIO METHODOLOGY WAS USED TO DETERMINE COSTS ASSOCIATED WITH CHARITY CARE, UNREIMBURSED MEDICAID, AND OTHER MEANS TESTED GOVERNMENT PROGRAMS.THE COST-TO-CHARGE RATIO WAS DERIVED FROM IRS WORKSHEET 2: RATIO OF PATIENT CARE COST-TO CHARGE. THE COST OF THE OTHER BENEFITS REFERENCED IN THE TABLE OF LINE 7 (COMMUNITY HEALTH IMPROVEMENT SERVICES AND COMMUNITY BENEFIT OPERATIONS; SUBSIDIZED HEALTH SERVICES; CASH AND IN-KIND CONTRIBUTIONS) WERE DETERMINED USING ACTUAL DEPARTMENT/SERVICE SPECIFIC DATA AND/OR COST ACCOUNTING DERIVED DATA. PART I, LN 7 COL(F): BAD DEBT OF $43,641,301 WAS NOT INCLUDED AS AN EXPENSE WHEN CALCULATING THE PERCENTAGE IN THIS COLUMN. SCHEDULE H, PART I, LINE 5B AND 5C: ACTUAL REVENUE WAS HIGHER THAN BUDGETED, AND AS SUCH THE ANTICIPATED CHARITY IMPACT WOULD BE HIGHER. THE ORGANIZATION STILL PROVIDED CARE REGARDLESS OF ANY INDIVIDUAL'S ABILITY TO PAY. PART I, LINE 7G: DIABETES EDUCATION CLINIC WAS INCLUDED IN THIS LINE: EXPENSES TOTALED $192,351 AND REVENUES OF $65,306 FOR A LOSS OF $127,045. PART III, LINE 2: BAD DEBT EXPENSE IS ACCOUNTED FOR AS DETAILED IN NOTE 1 OF THE AUDITED FINANCIAL STATEMENTS OF MERCY HEALTH CORPORATION. SEE BELOW:GENERALLY, PATIENTS WHO ARE COVERED BY THIRD-PARTY PAYORS ARE RESPONSIBLE FOR RELATED DEDUCTIBLES AND COINSURANCE, WHICH VARY IN AMOUNT. THE CORPORATION ALSO PROVIDES SERVICES TO UNINSURED PATIENTS, AND OFFERS THOSE UNINSURED PATIENTS A DISCOUNT, EITHER BY POLICY OR LAW, FROM STANDARD CHARGES. THE CORPORATION ESTIMATES THE TRANSACTION PRICE FOR PATIENTS WITH DEDUCTIBLES AND COINSURANCE AND FOR THOSE WHO ARE UNINSURED BASED ON HISTORICAL EXPERIENCE AND CURRENT MARKET CONDITIONS. THE INITIAL ESTIMATE OF THE TRANSACTION PRICE IS DETERMINED BY REDUCING THE STANDARD CHARGE BY ANY CONTRACTUAL ADJUSTMENTS, DISCOUNTS, AND IMPLICIT PRICE CONCESSIONS. SUBSEQUENT CHANGES TO THE ESTIMATE OF THE TRANSACTION PRICE ARE GENERALLY RECORDED AS ADJUSTMENTS TO PATIENT SERVICE REVENUE IN THE PERIOD OF THE CHANGE. SUBSEQUENT CHANGES THAT ARE DETERMINED TO BE THE RESULT OF AN ADVERSE CHANGE IN THE PATIENT'S ABILITY TO PAY ARE RECORDED AS BAD DEBT EXPENSE. PART III, LINE 3: THE ESTIMATE OF BAD DEBT DOLLARS THAT MAY HAVE BEEN COVERED THROUGH MERCY HEALTH SYSTEM CORP.'S FINANCIAL ASSISTANCE/CHARITY CARE POLICY (HAD THE PROPER PAPER WORK BEEN COMPLETED BY THE INDIVIDUAL NEEDING ASSISTANCE) IS ESTIMATED AT 16.31%. THIS FIGURE WAS BASED ON THE PERCENT OF BAD DEBT ACCOUNT DOLLARS THAT ARE RECLASSIFIED FOR CHARITY AND/OR BANKRUPTCY PURPOSES. PART III, LINE 4: BAD DEBT EXPENSE IS ACCOUNTED FOR AS DETAILED IN NOTE 1 OF THE AUDITED FINANCIAL STATEMENTS OF MERCY HEALTH CORPORATION.GENERALLY, PATIENTS WHO ARE COVERED BY THIRD-PARTY PAYORS ARE RESPONSIBLE FOR RELATED DEDUCTIBLES AND COINSURANCE, WHICH VARY IN AMOUNT. THE CORPORATION ALSO PROVIDES SERVICES TO UNINSURED PATIENTS, AND OFFERS THOSE UNINSURED PATIENTS A DISCOUNT, EITHER BY POLICY OR LAW, FROM STANDARD CHARGES. THE CORPORATION ESTIMATES THE TRANSACTION PRICE FOR PATIENTS WITH DEDUCTIBLES AND COINSURANCE AND FOR THOSE WHO ARE UNINSURED BASED ON HISTORICAL EXPERIENCE AND CURRENT MARKET CONDITIONS. THE INITIAL ESTIMATE OF THE TRANSACTION PRICE IS DETERMINED BY REDUCING THE STANDARD CHARGE BY ANY CONTRACTUAL ADJUSTMENTS, DISCOUNTS, AND IMPLICIT PRICE CONCESSIONS. SUBSEQUENT CHANGES TO THE ESTIMATE OF THE TRANSACTION PRICE ARE GENERALLY RECORDED AS ADJUSTMENTS TO PATIENT SERVICE REVENUE IN THE PERIOD OF THE CHANGE. SUBSEQUENT CHANGES THAT ARE DETERMINED TO BE THE RESULT OF AN ADVERSE CHANGE IN THE PATIENT'S ABILITY TO PAY ARE RECORDED AS BAD DEBT EXPENSE. BAD DEBT EXPENSE FOR THE YEARS ENDED JUNE 30, 2025, WAS NOT SIGNIFICANT.CONSISTENT WITH THE CORPORATION'S MISSION, CARE IS PROVIDED TO PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. THEREFORE, THE CORPORATION HAS DETERMINED IT HAS PROVIDED IMPLICIT PRICE CONCESSIONS TO UNINSURED PATIENTS AND PATIENTS WITH OTHER UNINSURED BALANCES (FOR EXAMPLE, COPAYS AND DEDUCTIBLES). THE IMPLICIT PRICE CONCESSIONS INCLUDED IN ESTIMATING THE TRANSACTION PRICE REPRESENT THE DIFFERENCE BETWEEN AMOUNTS BILLED TO PATIENTS AND THE AMOUNTS THE CORPORATION EXPECTS TO COLLECT BASED ON ITS COLLECTION HISTORY WITH THOSE PATIENTS. THE CORPORATION'S POLICY IS TO PROVIDE A DISCOUNT FROM ESTABLISHED CHARGES TO UNINSURED PATIENTS. THIS POLICY DID NOT CHANGE IN 2025. PART III, LINE 8: DATA FOR LINES 5 AND 6 OF PART III AND THE MEDICARE SHORTFALL IS BASED ON MERCY HEALTH SYSTEM CORPORATION'S MEDICARE COST REPORT. MEDICARE COSTS ARE ELIMINATED FROM THE SUBSIDIZED PROGRAMS ON PART 1, LINE 7G AS CALCULATED BY OUR COST ACCOUNTING ANALYSIS. A COMBINATION OF COST ACCOUNTING AND THE MEDICARE COST TO CHARGE RATIO WAS USED FOR THE COMPUTATION OF SUBSIDIZED PROGRAMS. PART III, LINE 9B: MERCY HEALTH SYSTEM CORPORATION HAS A STRONG COMMITMENT TO PROVIDE QUALITY PATIENT CARE FOR ALL INDIVIDUALS. EMERGENCY STABILIZING SERVICES WILL NEVER BE DENIED NOR DELAYED ON THE PATIENT'S ABILITY TO PAY. AT MERCY HEALTH SYSTEM CORPORATION (MHS), ALL PATIENTS ARE TREATED WITH DIGNITY AND RESPECT REGARDLESS OF THEIR ABILITY TO PAY. MHS ASSISTS PATIENTS APPLYING FOR INSURANCE INCLUDING, AUTOMOBILE ACCIDENTS, CRIME VICTIMS, WORKERS COMPENSATION, MEDICAID, COBRA, LOCAL ASSISTANCE AND/OR HOSPITAL FINANCIAL ASSISTANCE, AND COPAY ASSISTANCE PROGRAMS. IF PATIENTS DO NOT QUALIFY FOR ANY OF THESE, MHS MAY EXTEND PAYMENT OPTIONS SUCH AS MONTHLY PAYMENTS, CREDIT CARD PAYMENTS OR FINANCIAL ASSISTANCE. PATIENTS WHO ARE SELF-PAY, REGARDLESS OF WHETHER THEY QUALIFY FOR MERCY HEALTH SYSTEM CORPORATION'S COMMUNITY CARE PROGRAM, RECEIVE A 25% DISCOUNT FROM MHS' STANDARD FEE SCHEDULE IN 2025. SELF-PAY PATIENTS MEET WITH PATIENT FINANCIAL COUNSELORS AND DISCUSS PAYMENT OPTIONS INCLUDING MHS' FINANCIAL ASSISTANCE PROGRAM. PATIENTS MUST APPLY FOR FINANCIAL ASSISTANCE AND SUPPLY MERCY WITH THE NECESSARY FINANCIAL AND OTHER INFORMATION REQUIRED. PATIENTS WHO QUALIFY FOR COMMUNITY CARE BENEFITS WILL RECEIVE A REDUCTION IN THE BALANCE OWED, EXTENDED PAYMENT TERMS, OR BOTH. THE AMOUNT OF THE FINANCIAL ASSISTANCE BENEFIT WILL BE BASED ON THE PATIENT'S ABILITY TO PAY AND THE SIZE OF THE OUTSTANDING BALANCE. SCHEDULE H, PART V, LINE 22D: MHTC AND ALL OF MERCYHEALTH WILL NOT CHARGE PATIENTS WHO ARE ELIGIBLE FOR FINANCIAL ASSISTANCE UNDER THE FINANCIAL ASSISTANCE POLICY MORE THAN THE AMOUNTS GENERALLY BILLED (AGB) TO INSURED PATIENTS FOR EMERGENCY MEDICAL CARE OR MEDICALLY NECESSARY CARE. TO CALCULATE THE AGB, MERCYHEALTH USES THE "LOOK-BACK" METHOD DESCRIBED IN SECTION 4(B)(2) OF THE IRS AND TREASURY'S 501(R) FINAL RULE.IN THIS METHOD, MERCYHEALTH USES DATA BASED ON CLAIMS SENT TO MEDICARE'S FEE-FOR-SERVICE PROGRAM AND ALL PRIVATE COMMERCIAL INSURERS FOR EMERGENCY MEDICAL CARE AND MEDICALLY NECESSARY CARE OVER THE PAST YEAR TO DETERMINE THE PERCENTAGE OF GROSS CHARGES THAT IS TYPICALLY ALLOWED BY THESE INSURERS. MERCYHEALTH USES DATA FOR A 12-MONTH PERIOD BEGINNING APRIL 1 THROUGH MARCH 31 AND WILL ADJUST THE AGB PERCENTAGE YEARLY, EFFECTIVE EACH JULY 1. THE CURRENT AGB FOR EACH HOSPITAL IS LISTED IN THE FINANCIAL ASSISTANCE SUPPORTING INFORMATION ON OUR WEBSITE AT WWW.MERCYHEALTHSYSTEM.ORG OR AVAILABLE FREE OF CHARGE.MERCYHEALTH WILL NOT CHARGE PATIENTS WHO ARE ELIGIBLE FOR FINANCIAL ASSISTANCE UNDER THIS POLICY MORE THAN THE AMOUNTS GENERALLY BILLED (AGB) TO INSURED PATIENTS FOR EMERGENCY MEDICAL CARE OR MEDICALLY NECESSARY CARE. PART VI, LINE 2: IN ADDITION TO THE HEALTH NEEDS ASSESSMENT - MERCYHEALTH IS WORKING TO: WORK WITH OTHER COMMUNITY SERVICES AND THROUGH MEDICARE ACO TO PROACTIVELY MANAGE AND IMPROVE THE CHRONIC DISEASE STATE OF OUR PATIENTS, AND TO CONTINUE MEDICARE ACO WELLNESS VISITS TO PROACTIVELY MANAGE THE HEALTH OF MEDICARE PATIENTS. MAINTAIN CLINICAL TEAMS TO WORK WITH SELECTED NURSING HOME PATIENTS TO ENSURE APPROPRIATE TRANSITIONAL CARE AND MANAGE AND PROVIDE INTERVENTIONS AS NECESSARY FOR VARIOUS ACUTE AND CHRONIC DISEASES. IN ADDITION, SUB ACUTE CARE WAS ADDED TO ALLOW PATIENTS TO TRANSITION AFTER A MAJOR ILLNESS OR INJURY AND MAINTAIN A HEALTHY LIFESTYLE.MAINTAIN MULTIDISCIPLINARY PALLIATIVE CARE SERVICES FOR ADULTS TO FORMULATE PLANS OF CARE, IDENTIFY RESOURCES, AND PROVIDE SUPPORT FOR BOTH PATIENTS AND FAMILIES FOR VARIOUS CHRONIC AND ACUTE DISEASES.IMPROVE THE HEALTH OF PATIENTS WITH SPECIFIC NEEDS, INCLUDING GERIATRIC HEALTH NEEDS AND SUBSTANCE ABUSE BY OFFERING A WIDE ARRAY OF COMMUNITY EDUCATIONAL HEALTH & SCREENING PROGRAMS.REDUCE THE LIKELIHOOD OF OPIOID ADDICTION BEGINNING OR CONTINUING BY MONITORING OPIOID PRESCRIPTIONS AMONG PHYSICIANS, OFFERING PROVIDER EDUCATION AND OFFERING ADDICTION COUNSELING.MHTC CONTINUES TO PARTICIPATE IN PROJECT SEARCH, A 10- MONTH SCHOOL-TO-WORK TRANSITION PROGRAM FOR STUDENTS WITH DISABILITIES THAT TAKES PLACE ENTIRELY IN THE WORKPLACE. PROJECT SEARCH STUDENTS WORK IN THREE INTERNSHIPS SUPPORTED BY AN ONSITE SKILLS TRAINER AND SUPERVISED BY A MERCYHEALTH MANAGER. THROUGH PARTICIPATION IN PROJECT SEARCH, STUDENTS ACQUIRE COMPETITIVE AND TRANSFERABLE JOB SKILLS, AS WELL AS INCREASED INDEPENDENCE, CONFIDENCE, AND SELF-ESTEEM.PROVIDE JOB TRAINING AND EMPLOYMENT OPPORTUNITIES TO DISABLED YOUNG ADULT COMMUNITY MEMBERS IN COLLABORATION WITH RAMP AND THE ILLINOIS DEPARTMENT OF HUMAN SERVICES BY ESTABLISHING PROJECT SEARCH.RONALD MCDONALD CARE MOBILE: THE MOBILE UNIT PROVIDES FREE MEDICAL CARE TO UNINSURED AND UNDERINSURED CHILDREN IN FIVE NORTHERN ILLINOIS COUNTIES. SINCE ITS INCEPTION IN 2003, IT HAS PROVIDED $3.2 MILLION IN FREE CARE TO MORE THAN 10,380 CHILDREN. THE CARE MOBILE IS COMPLETELY FUNDED BY PHILANTHROPY FROM THE MERCYHEALTH DEVELOPMENT FOUNDATION, JAVON BEA HOSPITAL AUXILIARY, AND THE RONALD MCDONALD CHARITIES OF MADISON.HEALTHNET FREE CLINIC IN JANESVILLE, WISCONSIN; FAMILY HEALTH PARTNERSHIP CLINIC AND WELL CHILD CLINIC IN WOODSTOCK, IL; HARVARD FREE CLINIC IN MCHENRY COUNTY, ILLINOIS; AND THE BRIDGE CLINIC OF ROCKFORD, ILLINOIS, ARE SOME OF THE VENUES FOR UNINSURED OR UNDERINSURED INDIVIDUALS TO RECEIVE CARE. MANY MERCYHEALTH PHYSICIANS AND OTHER HEALTH CARE PROVIDERS VOLUNTEER THEIR SERVICES AT THESE CLINICS.ROCKFORD RESCUE MISSION: MERCYHEALTH RESIDENTS VOLUNTEER THEIR TIME TO PROVIDE CARE AT THE ROCKFORD RESCUE MISSION HOMELESS SHELTER.JAVON BEA HOSPITAL PARTNERS WITH A SILVER LINING FOUNDATION TO PROVIDE SCREENING MAMMOGRAMS AND OTHER BREAST RELATED SERVICES FOR UNINSURED OR UNDERINSURED WOMEN.ROCK RIVER VALLEY BLOOD CENTER AND THE RED CROSS: MERCYHEALTH HOSTS REGULAR BLOOD DRIVES AND PARTNERS IN COOPERATIVE VOLUNTEER EFFORTS.UNITED WAY: MERCYHEALTH HOSTS AN ANNUAL GIVING FUNDRAISING CAMPAIGN TO RAISE MONEY FOR UNITED WAY IN ALL ITS COUNTIES.AREA POLICE AND FIRE DEPARTMENTS: PROVIDE FREE OR REDUCED-COST PARAMEDIC/EMT EDUCATIONAL OPPORTUNITIES.EMPLOYEE PARTICIPATION ON COMMUNITY BOARDS, SUCH AS THE ROCKFORD PARK DISTRICT AND COMMUNITY ACTION, INC., A NOT-FOR-PROFIT ORGANIZATION OFFERING PROGRAMS TO FIGHT POVERTY IN ROCK AND WALWORTH COUNTIES. PART VI, LINE 3: ALL UNINSURED PATIENTS ARE NOTIFIED OF MHSS FINANCIAL ASSISTANCE POLICY UPON REGISTRATION. INFORMATION IS ALSO AVAILABLE AT THE MHS WEBSITE, AND IN THE EMERGENCY ROOMS, FINANCIAL ASSISTANCE OFFICES, AND WITH THE PATIENT FINANCIAL COUNSELORS. APPROPRIATE PERSONNEL HAVE BEEN TRAINED ON HOW TO INTERACT WITH PATIENTS ABOUT FINANCIAL AID AVAILABILITY, AND HOW TO DIRECT PATIENTS TO APPROPRIATE FINANCIAL AID STAFF. THE HOSPITALS AND CLINICS HAVE TRANSLATION SERVICES AVAILABLE AS NEEDED. PART VI, LINE 4: MHS OFFERS COMPREHENSIVE ACUTE INPATIENT SERVICES AT ITS JANESVILLE AND WALWORTH LOCATIONS. MERCYHEALTH, THE INTEGRATED DELIVERY SYSTEM THAT MHS IS A PART OF, DEVELOPS SERVICES THAT SUPPORT THE HOSPITAL AND ITS PATIENTS, INCLUDING A LARGE AMBULATORY NETWORK CONSISTING OF PRIMARY CARE, SPECIALTY CARE, AND URGENT CARE SERVICES. THE COMMUNITY SERVED BY MHS IS DEFINED AS SOUTHERN WISCONSIN INCLUDING ROCK AND WALWORTH COUNTIES WISCONSIN, AS WELL AS NORTHERN ILLINOIS COUNTIES INCLUDING WINNEBAGO AND BOONE COUNTY. PART VI, LINE 5: MHTC PARTICIPATES IN THE HEALTH EQUITY ALLIANCE OF ROCK COUNTY (HEAR), A COALITION SUPPORTED AND FACILITATED BY THE ROCK COUNTY PUBLIC HEALTH DEPARTMENT AND COMPRISED OF HEALTH SYSTEMS, COMMUNITY-BASED ORGANIZATIONS, AND GOVERNMENT AGENCIES. OTHER ORGANIZATIONS PARTICIPATING IN HEAR INCLUDE SSM HEALTH, BELOIT HEALTH SYSTEM, HEALTH NET, COMMUNITY HEALTH SYSTEMS, INC., HEAD START, SCHOOL DISTRICT OF BELOIT, COMMUNITY ACTION, AND BUILDING A SAFER EVANSVILLE. TOGETHER, THESE ORGANIZATIONS REPRESENT MEDICALLY UNDERSERVED, LOW-INCOME, AND MINORITY POPULATIONS INCLUDING UNINSURED AND UNDERINSURED PATIENTS, CHILDREN IN LOW-INCOME FAMILIES, UNHOUSED INDIVIDUALS, AND AT-RISK YOUTH. FOR ROCK COUNTY, HEAR HELPS GUIDE THE COMMUNITY HEALTH ASSESSMENT (CHA) AND COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP), AND IMPLEMENTS STRATEGIES TO MEET THE GOALS SET FORTH IN THE IMPROVEMENT PLAN. REPRESENTATIVES FROM MHTC PARTICIPATED IN HEAR THROUGHOUT THIS ANALYSIS AND OBTAINED INPUT FROM HEAR MEMBERS ABOUT RESOURCES AVAILABLE TO ADDRESS HEALTH ISSUES IN ROCK COUNTY. IN LATE 2022, MHTC SOLICITED AND RECEIVED INPUT FROM THE ROCK COUNTY DEPARTMENT OF PUBLIC HEALTH SPECIFICALLY REGARDING SURVEY DESIGN AND KEY INFORMANT INTERVIEWS. THE ROCK COUNTY DEPARTMENT OF PUBLIC HEALTH SHARED FINDINGS FROM FOCUS GROUPS AND KEY INFORMANT INTERVIEWS CONDUCTED AS PART OF THE COUNTY'S 2021 CHA. FOR PURPOSES OF COMPARISON WITH DATA COLLECTED FOR ROCK COUNTY'S CHA, MHTC ADDED SURVEY QUESTIONS SPECIFICALLY FOCUSED ON MENTAL HEALTH AND ACCESS TO CARE, THE TWO FOCUS AREAS FOR ROCK COUNTY'S 2022 CHIP. MHTC ALSO CONDUCTED A KEY INFORMANT INTERVIEW WITH THE ROCK COUNTY DEPARTMENT OF PUBLIC HEALTH'S PUBLIC HEALTH STRATEGIST/HEAR COORDINATOR. PART VI, LINE 6: MERCY HEALTH SYSTEM CORPORATION PROVIDES ACUTE CARE INCLUDING INPATIENT, OUTPATIENT, AND EMERGENCY CARE SERVICES TO RESIDENTS OF JANESVILLE, WALWORTH AND THE SURROUNDING COMMUNITIES. IT IS PART OF A LARGER INTEGRATED HEALTH CARE SYSTEM AND IS AFFILIATED WITH OTHER SEPARATELY REPORTED ORGANIZATIONS KNOWN COLLECTIVELY AS "MERCYHEALTH". MERCY HEALTH CORPORATION IS THE PARENT COMPANY OF MERCY HEALTH SYSTEM CORPORATION, MERCY ASSISTED CARE INC., MERCY HARVARD HOSPITAL, INC., MERCY CRYSTAL LAKE HOSPITAL AND MEDICAL CENTER INC., JAVON BEA HOSPITAL, ROCKFORD HEALTH PHYSICIANS, AND MERCYHEALTH VISITING NURSES ASSOCIATION INC.MERCY HEALTH SYSTEM CORPORATION OPERATES TWO HOSPITALS AND HAS COMMUNITY CLINICS LOCATED THROUGHOUT SIX COUNTIES OF WISCONSIN AND ILLINOIS. MERCY ASSISTED CARE ALONG WITH MERCYHEALTH VISITING NURSES ASSOCIATION, INC. PROVIDES HOME HEALTH SERVICES, HOSPICE, AND DURABLE MEDICAL EQUIPMENT SERVICES; THUS, PROVIDING CONTINUATION OF CARE. ROCKFORD HEALTH PHYSICIANS PROVIDES PHYSICIAN AND AMBULATORY CARE SERVICES AT SEVERAL ILLINOIS SITES.MERCYHEALTH WORKS WITH MERCYHEALTH DEVELOPMENT FOUNDATION, INC. TO OPERATE A HOMELESS SHELTER IN JANESVILLE, WISCONSIN. THE HOUSE OF MERCY HOMELESS CENTER PROVIDES SHELTER, SUPPORT, AND TRAINING TO WOMEN, CHILDREN, AND FAMILIES TO HELP FIGHT HOMELESSNESS. IT OPENED IN 1996 AND PROVIDED MORE THAN 10,000 SHELTER NIGHTS TO MORE THAN 300 INDIVIDUALS THROUGH FY2025. MERCYHEALTH VOLUNTEER ASSOCIATION IN ROCKFORD, PART OF JAVON BEA HOSPITAL, VOLUNTEERS FOR THE SYSTEM GIFT SHOP, RESALE SHOP AND OTHER SERVICES FOR MERCYHEALTH. THE VOLUNTEERS NUMBERED 197 IN CALENDAR YEAR 2025 AND PROVIDED MORE THAN 16,000 HOURS OF COMMUNITY SERVICES. MERCY HEALTH VOLUNTEERS IN WISCONSIN NOT ONLY SUPPORTS MERCYHEALTH'S SERVICES BUT PROVIDES BENEFITS TO THE COMMUNITY AS A WHOLE. IN CONJUNCTION WITH MERCY HEALTH SYSTEM CORPORATION'S MEAL PREPARATION, THE VOLUNTEERS PARTICIPATE IN AND OVERSEE A MEALS -ON- WHEELS PROGRAM: PARTICIPANT/NUTRITION- SPECIFIC MEALS ARE PREPARED AND DELIVERED TO THE ELDERLY NEEDING ASSISTANCE IN JANESVILLE. THE VOLUNTEER ASSOCIATION RUNS A HOSPITALITY HOUSE IN WHICH FAMILY MEMBERS OF PATIENTS ARE OFFERED FREE HOUSING DURING THEIR LOVED ONES EXTENDED HOSPITAL STAY AND REHABILITATION. PART VI, LINE 7, REPORTS FILED WITH STATES WI,IL 1 AMERICAN HEARTH ASSOCIATION 2850 DAIRY DR SUITE 130 MADISON WI 53718 135613797 501(C)(3) 10000 0 PROGRAM SUPPORT BLACKHAWK TECHNICAL COLLEGE FOUNDATION 6004 S COUNTY RD G JANESVILLE IL 53547 391391659 501(C)(3) 10000 0 PROGRAM SUPPORT BOYS & GIRLS CLUB OF JANESVILLE 200 W COURT STREET JANESVILLE WI 53548 391645796 501(C)(3) 12500 0 PROGRAM SUPPORT DOWNTOWN JANESVILLE INC 20 S MAIN ST JANESVILLE WI 53547 383672455 501(C)(3) 15000 0 PROGRAM SUPPORT ELKHORN AREA CHAMBER OF COMMERCE 203 E WALWORTH ST ELKHORN WI 53121 391191473 501(C)(3) 9375 0 PROGRAM SUPPORT FORWARD JANESVILLE INC 14 S JACKSON ST STE 200 JANESVILLE WI 53548 390212060 501(C)(3) 9850 0 PROGRAM SUPPORT HEALTHNET OF ROCK COUNTY 113 S FRANKLIN ST JANESVILLE WI 53548 391778804 501(C)(3) 10000 0 PROGRAM SUPPORT ROCK COUNTY CANCER COALITION ONE PARKER PL SUITE 320 JANESVILLE WI 53545 264573984 501(C)(3) 20000 0 PROGRAM SUPPORT SCHOOL DISTRICT OF MILTON 114 WEST HIGH STREET MILTON WI 53563 396031414 501(C)(3) 25000 0 PROGRAM SUPPORT SIDE EFFECTS INC DBA POWER AD 29 INDUSTRIAL DR FRANKLIN OH 45005 994506836 501(C)(3) 10000 0 PROGRAM SUPPORT UNITED WAY OF BLACKHAWK REGION 205 N MAIN ST JANESVILLE WI 53545 396006734 501(C)(3) 10000 0 PROGRAM SUPPORT UNIVERSITY OF WISCONSIN WHITEWATER 800 W MAIN ST WHITEWATER WI 53190 396081189 501(C)(3) 20000 0 PROGRAM SUPPORT WISCONSIN HOCKEY PARTNERS LLC 20 E MILWAUKEE ST STE 304 JANESVILLE WI 53545 264681648 501(C)(3) 20000 0 PROGRAM SUPPORT YMCA NORTHERN ROCK COUNTY 221 DODGE ST JANESVILLE WI 53548 390806368 501(C)(3) 12500 0 PROGRAM SUPPORT 14 0 CHARITY CARE (GROSS CHARGES) - MERCY HEALTH SYSTEM CORPORATION 7541 8832713 PART I, LINE 2: THE HOSPITAL ASSISTS INDIVIDUALS WHO ARE UNINSURED OR UNDERINSURED BY PROVIDING CHARITY CARE. THIS IS APPLIED BY FOLLOWING THE HOSPITAL'S CHARITY CARE POLICY. THIS POLICY IS ADMINISTERED THROUGH THE PATIENT FINANCIAL SERVICE AND PATIENT ACCESS DEPARTMENTS OF THE HOSPITAL. X X X X X 0 1 0 0 0 0 0 0 0 CRAIG LYON PHYSICIAN 703201 0 753901 0 1394478 0 26885 0 30229 0 2908694 0 0 0 SHAHID SHEKHANI PHYSICIAN 270049 0 1739465 0 24064 0 22046 0 24363 0 2079987 0 0 0 IMDAD AHMED PHYSICIAN 571212 0 1221476 0 23540 0 39577 0 22757 0 1878562 0 0 0 DAVID NELSON PHYSICIAN 691073 0 800000 0 195708 0 30460 0 17971 0 1735212 0 0 0 MANISH GHARIA PHYSICIAN 886565 0 493027 0 23860 0 22875 0 952 0 1427279 0 0 0 TODD ANDERSON VP/CFO (TERM 01/2025) 586511 0 312052 0 36906 0 54422 0 23208 0 1013099 0 0 0 KIMBERLY SCACCIA VICE-PRESIDENT (TERM 09/2025) 322371 0 183768 0 27394 0 32410 0 33699 0 599642 0 0 0 JOANNA BENNING VICE-PRESIDENT 334966 0 177478 0 23935 0 33280 0 1128 0 570787 0 0 0 ALIAKBAR ABDULLA OLIA VICE-PRESIDENT 286667 0 175110 0 34403 0 25959 0 37239 0 559378 0 0 0 KARA SANKEY VICE-PRESIDENT 340106 0 160403 0 4400 0 19161 0 28887 0 552957 0 0 0 MARK L GOELZER MD DIRECTOR/PHYSICIAN 83252 0 390179 0 26885 0 20700 0 18224 0 539240 0 0 0 BRADLEY OLSON VICE-PRESIDENT 332401 0 135000 0 36149 0 15854 0 16257 0 535661 0 0 0 JENNIFER HALLATT VICE-PRESIDENT 296456 0 159656 0 20187 0 18888 0 31551 0 526738 0 0 0 E PATRICK CRANLEY VICE-PRESIDENT 268528 0 151174 0 39916 0 24524 0 37929 0 522071 0 0 0 ROB BRINKERHOFF VICE-PRESIDENT (TERM 08/2025) 326991 0 105938 0 6653 0 10800 0 3573 0 453955 0 0 0 AMY WHITAKER VICE-PRESIDENT 281863 0 123373 0 14831 0 19528 0 1293 0 440888 0 0 0 LADD UDY VICE-PRESIDENT 196616 0 102174 0 2555 0 18203 0 29887 0 349435 0 0 0 TYLER KILLPACK VICE-PRESIDENT 172826 0 67500 0 2125 0 11064 0 32251 0 285766 0 0 0 JAVON BEA PRESIDENT/CEO (SEE PAGES 66-67) 3006196 0 0 0 8634628 0 4677610 0 17719 0 16336153 0 6584546 0 PART I, LINE 3 THE MHSC COMPENSATION COMMITTEE IS COMPRISED OF THE BOARD CHAIRPERSON, VICE CHAIR, AND SECRETARY/TREASURER. THE COMPENSATION COMMITTEE IS ASSISTED BY INDEPENDENT NATIONAL COMPENSATION CONSULTANT AND INDEPENDENT TAX-EXEMPT EXPERT LEGAL COUNSEL. THE COMPENSATION COMMITTEE, LEGAL COUNSEL, AND THE COMPENSATION CONSULTANT MEET THROUGHOUT THE YEAR AND REPORT DIRECTLY TO THE BOARD OF DIRECTORS ANNUALLY. THIS PROCESS WAS COMPLETED FOR 2024. PART I, LINE 4B INCENTIVE PLAN DISTRIBUTION: JAVON R. BEA - $6,584,546 THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE 457(F) PLAN DURING CALENDAR YEAR 2024. ONLY JAVON BEA RECEIVED A PAYOUT DURING THE YEAR. JAVON BEA TODD ANDERSON JOANNA BENNING E. PATRICK CRANLEY ALIAKBAR ABDULLA OLIA KIMBERLY SCACCIA AMY WHITAKER CRAIG LYON IMDAD AHMED DAVID NELSEN PART II, LINE 1: JAVON R. BEA - NO DEFERRED COMPENSATION PAYMENT MR. BEA HAS BEEN EMPLOYED BY MHSC AS PRESIDENT AND CEO OVER THE PAST 37 YEARS. DURING THIS TIME, MR. BEA HAS LED AN INCREDIBLE TRANSFORMATION TAKING A SMALL, SINGLE, STAND-ALONE COMMUNITY HOSPITAL AND CREATING A VERTICALLY INTEGRATED HEALTH SYSTEM WITH 85 FACILITIES IN 50 COMMUNITIES THROUGHOUT SOUTHERN WISCONSIN AND NORTHERN ILLINOIS, INCREASING GROSS REVENUE FROM $33 MILLION TO OVER $4.5 BILLION IN FY2025. THIS HAS ALLOWED THE HEALTH SYSTEM TO GO FROM SERVING 89,000 PATIENTS IN 1989 TO OVER 2.0 MILLION PATIENTS TODAY WORKING TOGETHER WITH OVER 7,500+ PARTNERS IN HEALTH CARE. IN ADDITION, MR. BEA OVERSEES OVER 800 EMPLOYED PHYSICIANS AND SERVES AS THE CEO OVER A WHOLLY OWNED & OPERATED MEDICAL INSURANCE COMPANY. TODAY, MHSC HAS BECOME THE LARGEST EMPLOYER IN SOUTHERN WISCONSIN AND NORTHERN ILLINOIS. THIS GROWTH CAN BE ATTRIBUTED TO MR. BEA'S VISIONARY LEADERSHIP. LEADERSHIP THAT OVER THE YEARS HAS LED TO MHSC RECEIVING NUMEROUS NATIONAL RECOGNIZED AWARDS INCLUDING BEING NAMED THE FIRST FULLY INTEGRATED HEALTH SYSTEM TO RECEIVE THE MALCOLM BALDRIGE NATIONAL QUALITY AWARD, THE MAGNET RECOGNITION AWARD, BEING RANKED #1 AND #2 ON AARP'S TOP 100 BEST PLACES TO WORK FOR WORKERS OVER 50, AND BEING RANKED IN THE TOP 25 ON THE TOP 100 INTEGRATED HEALTHCARE NETWORKS LIST BY MODERN HEALTHCARE. THE TURNAROUND OF MHSC IMPLEMENTED BY MR. BEA IS UNPARALLELED. BY PIONEERING A "PARTNERSHIP MODEL" OF COMPENSATION AND DESIGNING A CUSTOM CULTURE OF EXCELLENCE, MR. BEA IS VITAL TO THE DECADES-LONG AND CONTINUING GROWTH AT MHSC. THIS SUCCESS HAS MADE MR. BEA A HIGHLY SOUGHT AFTER SPEAKER AND CONSULTANT AS HE IS NOW WELL-RENOWNED FOR HIS INNOVATIONS IN THE AREAS OF INTEGRATED HEALTHCARE AND PHYSICIAN PARTNERSHIP MODELS. THE TREMENDOUS SUCCESS OF MHSC UNDER THE LEADERSHIP OF MR. BEA HAS ALLOWED HIM TO RECEIVE PAYOUTS FROM A DEFERRED COMPENSATION PACKAGE WHICH MHSC HAS BEEN PAYING INTO OVER MANY YEARS. THESE PAYMENTS ONLY BECAME PAYABLE IF MHSC ATTAINED CERTAIN DEFINED FINANCIAL AND STRATEGIC GOALS AND THE AMOUNTS ARE AT RISK EVERY SINGLE YEAR. AS INDICATED ABOVE, MANY OF THESE GOALS WERE ACHIEVED WITHIN THE PAST FEW YEARS RESULTING IN A RELEASE OF THESE DEFERRED PAYMENTS WHICH IMPACTED MR. BEA'S COMPENSATION REPORTING. THE SETTING OF THESE GOALS WERE LAID OUT BY THE BOARD OF DIRECTORS IN COOPERATION WITH NATIONALLY RECOGNIZED COMPENSATION ATTORNEYS AND CONSULTANTS TO MAKE SURE ALL FACTORS WERE TAKEN INTO CONSIDERATION. MR. BEA'S COMPENSATION HAS ALSO BEEN SCRUTINIZED BY NUMEROUS OUTSIDE ORGANIZATIONS AND MOST IMPORTANTLY, THE INTERNAL REVENUE SERVICE; AND HAS PASSED INSPECTION IN EACH CASE. TOTAL COMPENSATION IS APPROVED ANNUALLY BY THE BOARD OF DIRECTORS OF MHSC. KRISTEN GOELZER FAMILY MEMBER OF MARK GOELZER, DIRECTOR 584663 EMPLOYMENT - PHYSICIAN 0 JOANNA BENNING FAMILY MEMBER OF JAVON BEA, PRESIDENT/CEO 570787 EMPLOYMENT - VICE PRESIDENT 0 FORM 990, PART VI, SECTION A, LINE 1A THE VOTING MEMBERS OF THE EXECUTIVE COMMITTEE CONSISTS OF EIGHT INDIVIDUALS, EACH OF WHOM SHALL HAVE A VOTE, INCLUDING THE CEO, THE CHAIRMAN, VICE-CHAIRMAN, IMMEDIATE PAST CHAIRMAN, TREASURER, AND THREE ADDITIONAL DIRECTORS OF THE BOARD. AT LEAST ONE MEMBER OF THE EXECUTIVE COMMITTEE SHALL BE A PHYSICIAN. THE EXECUTIVE COMMITTEE SHALL IN ALL INSTANCES BE COMPRISED OF AT LEAST 51% COMMUNITY MEMBERS. IN THE EVENT THAT ONE OR MORE OF THE AFOREMENTIONED VOTING MEMBERS OF THE EXECUTIVE COMMITTEE IS UNABLE TO SERVE IN SUCH CAPACITY, THEN THE CHAIRMAN OF THE CORPORATION SHALL DESIGNATE A REPLACEMENT FROM AMONG THE BOARD MEMBERS. THE EXECUTIVE COMMITTEE SHALL MEET AS NEEDED. WHEN THE BOARD OF DIRECTORS IS NOT IN SESSION, THE EXECUTIVE COMMITTEE SHALL HAVE ALL THE POWERS, DUTIES, RESPONSIBILITIES AND AUTHORITY OF THE BOARD, EXCEPT AS PROHIBITED BY LAW. FORM 990, PART VI, SECTION A, LINE 2 FAMILY RELATIONSHIP: JAVON R. BEA (FATHER) & JOANNA BEA BENNING (DAUGHTER) FORM 990, PART VI, SECTION A, LINE 6 MERCY HEALTH CORPORATION (MHC) IS THE SOLE CORPORATE MEMBER OF MERCY HEALTH SYSTEM CORPORATION (MHSC). THE SOLE MEMBER SHALL HAVE THE POWERS AND VOTING RIGHTS TO DO THE FOLLOWING: (A) APPOINT ALL THE DIRECTORS OF THE CORPORATION. (B) NOMINATE TO THE CORPORATION'S BOARD OF DIRECTORS ALL CANDIDATES FOR SELECTION AS THE CORPORATION PRESIDENT. (C) APPROVE EXPRESSLY ALL AMENDMENTS TO THE CORPORATION'S ARTICLES OF INCORPORATION AND BYLAWS. (D) APPROVE ANNUAL BUDGETS, AND STRATEGIC, LONG-RANGE AND HEALTH MANPOWER DEVELOPMENT PLANS OF THE CORPORATION. (E) REQUIRE THE CORPORATION'S BOARD OF DIRECTORS TO TAKE ANY ACTION (INCLUDING AUTHORIZING THE PLEDGE OR TRANSFER OF ASSETS TO MHC OR AS DIRECTED BY MHC, OR THE EXECUTION OF CONTRACTS) WHICH WOULD IMPROVE THE CREDIT WORTHINESS OR OTHERWISE RESULT IN FINANCIAL BENEFIT TO MHC AND ITS TAX-EXEMPT AFFILIATED CORPORATIONS (PROVIDED THAT UNDER NO CIRCUMSTANCES MAY MHC REQUIRE TRANSFER OF ASSETS IN VIOLATION OF LAW OR THE TERMS OF ANY CHARITABLE TRUST OR DONATION). (F) APPROVE ALL CONTRACTS OF INDEBTEDNESS EFFECTIVE FOR LONGER THAN EIGHTEEN MONTHS. (G) APPROVE ALL PLANS OF MERGER OR CONSOLIDATION. (H) APPROVE THE SALE, LEASE, EXCHANGE, MORTGAGE, PLEDGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL, THE PROPERTY AND ASSETS OF THE CORPORATION. (I) APPROVE A VOLUNTARY DISSOLUTION OF THE CORPORATION. (J) APPROVE MATERIAL AMENDMENTS TO THE CORPORATION'S STANDARD FORM OF PHYSICIAN EMPLOYMENT AGREEMENT, PROVIDED THE CORPORATION SHALL HAVE THE AUTHORITY TO NEGOTIATE THE TERMS AND CONDITIONS OF INDIVIDUAL PHYSICIAN EMPLOYMENT AGREEMENTS SO LONG AS THE NEGOTIATED TERMS AND CONDITIONS ARE CONSISTENT WITH THE REQUIREMENTS OF APPLICABLE LAW AND THE STRATEGIC, LONG-RANGE AND HEALTH MANPOWER DEVELOPMENT PLANS APPROVED BY MHC. (K) APPROVE MATERIAL AMENDMENTS TO THE STANDARD COMPENSATION SYSTEM USED BY THE CORPORATION TO ESTABLISH INDIVIDUAL PHYSICIAN COMPENSATION. (L) REQUIRE THE CORPORATION'S BOARD OF DIRECTORS TO TAKE ANY ACTION (INCLUDING AMENDING THE ARTICLES OF INCORPORATION OR BYLAWS), OR TO MODIFY OR RESCIND AN ACTION ALREADY TAKEN, IF MHC DETERMINES THAT FAILURE TO TAKE THE ACTION, OR TO MODIFY OR RESCIND AN ACTION ALREADY TAKEN, MAY RESULT IN THE CORPORATIONS FAILURE TO OBTAIN OR MAINTAIN ITS EXEMPTION AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE CODE. FORM 990, PART VI, SECTION A, LINE 7A SEE NARRATIVE FOR PART VI, LINE 6 FORM 990, PART VI, SECTION A, LINE 7B SEE NARRATIVE FOR PART VI, LINE 6 FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT REVIEWS THE FORM 990 BEFORE FILING AND IT IS AVAILABLE TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C BY WRITTEN POLICY, MHC SENDS OUT, ON AN ANNUAL BASIS, THE CORPORATE CONFLICT AND DUALITY OF INTEREST POLICY TO ALL BOARD MEMBERS, CORPORATE OFFICERS AND OTHER KEY INDIVIDUALS (THOSE HAVING RESPONSIBILITY AND AUTHORITY TO MAKE FINAL DECISIONS REGARDING THE ACQUISITION OF PRODUCTS OR SERVICES). EACH RECIPIENT IS REQUIRED TO COMPLETE A FINANCIAL INTEREST DISCLOSURE STATEMENT, WHICH IS SUBMITTED TO THE MHC COMPLIANCE DEPARTMENT FOR REVIEW. WITH RESPECT TO PHYSICIANS AND MANAGERS WHO ARE KEY INDIVIDUALS, ANY POTENTIAL CONFLICT OF INTEREST IS REVIEWED WITH THE APPROPRIATE EXECUTIVE STAFF MEMBER FOR FOLLOW UP WITH THE DISCLOSING PARTY IN ORDER TO REVIEW THE MATTER IN MORE DETAIL. THIS INCLUDES EMPHASIZING THAT THE DISCLOSING PARTY IS NOT PERMITTED TO PARTICIPATE IN ANY NEGOTIATIONS FOR THE PURCHASE OF ANY PRODUCTS OR SERVICES WHERE THE CONFLICT IS DEEMED MATERIAL OR AUTHORIZE THE SUBSEQUENT PURCHASE OF RELATED GOODS AND SERVICES. THE DISCLOSING PARTY IS ALSO REQUIRED TO IDENTIFY EACH AND EVERY INSTANCE OF A POTENTIAL CONFLICT AS THEY MAY ARISE IN THE ORDINARY COURSE OF BUSINESS. A SIMILAR PROCESS IS FOLLOWED FOR THE BOARD OF DIRECTORS, EXCEPT THAT ANY POTENTIAL CONFLICT IS REVIEWED BY THE BOARD'S GOVERNANCE COMMITTEE. BOARD MEMBERS MAY COMMENT ON TRANSACTIONS WHERE THERE IS A POTENTIAL CONFLICT BUT CANNOT VOTE ON THE RELATED MATTER AND MAY BE REQUIRED TO LEAVE ANY MEETING WHERE THE POTENTIAL CONFLICT IS REVIEWED BY THE BOARD OR WHERE THE BOARD TAKES ACTION TO EITHER APPROVE OR NOT APPROVE THE PROPOSED TRANSACTION. A BOARD MEMBER ALSO HAS A CONTINUING DUTY TO REPORT ANY CONFLICTS AS THEY MAY ARISE IN THE ORDINARY COURSE OF BUSINESS. IN THE EVENT THAT A POTENTIAL CONFLICT OF INTEREST IS REPORTED OR DISCOVERED OUTSIDE THE ESTABLISHED PROCESS, APPROPRIATE REVIEW AND ACTION WOULD BE TAKEN. THIS PROCESS WAS LAST COMPLETED IN 2025, WHEN THE QUESTIONNAIRES WERE SENT TO ADDRESS ANY 2024 CONFLICTS IDENTIFIED. MHC AND MHSC HAVE THE SAME BOARD, AND THEREFORE THE MHC QUESTIONNAIRE IS USED TO ALSO ADDRESS POTENTIAL AND ACTUAL CONFLICTS FOR THE FILING ORGANIZATION. THE MHC CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 15 THE MHCS COMPENSATION COMMITTEE IS COMPRISED OF THE BOARD CHAIRPERSON, VICE CHAIR AND SECRETARY/TREASURER. THE COMPENSATION COMMITTEE IS ASSISTED BY INDEPENDENT LEGAL COUNSEL AND AN INDEPENDENT COMPENSATION CONSULTANT. THE COMPENSATION COMMITTEE, LEGAL COUNSEL, AND THE COMPENSATION CONSULTANT MEET THROUGHOUT THE YEAR AND REPORT DIRECTLY TO THE BOARD OF DIRECTORS ANNUALLY. THIS PROCESS WAS COMPLETED FOR 2025. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: OTHER PENSION RELATED CHANGES 2,669,322. POST RETIREMENT CHANGES OTHER THAN NET PERIODIC PENSION COST -3,226,448. MERCY HEALTH SYSTEM ASSOCIATION OF VOLUNTEERS 1000 MINERAL POINT AVE JANESVILLE WI 53548 390912682 SUPPORT OF HEALTHCARE WI 501(C)(3) LINE 12C, III-FI MERCY HEALTH SYSTEM CORPORATION 1 MERCY ASSISTED CARE INC 901 MINERAL POINT AVE JANESVILLE WI 53548 391035110 HEALTHCARE WI 501(C)(3) LINE 10 MERCY HEALTH CORPORATION 0 MERCY HARVARD HOSPITAL INC 901 GRANT STREET HARVARD IL 60033 311551871 HEALTHCARE IL 501(C)(3) LINE 3 MERCY HEALTH CORPORATION 0 MERCY CRYSTAL LAKE HOSPITAL AND MEDICAL CENTER 875 S ROUTE 31 CRYSTAL LAKE IL 60014 201673011 HEALTHCARE IL 501(C)(3) LINE 3 MERCY HEALTH CORPORATION 0 MERCY HEALTH CORPORATION 8201 E RIVERSIDE BLVD ROCKFORD IL 61114 472158680 SUPPORT OF HEALTHCARE IL 501(C)(3) LINE 12B, II N/A 0 JAVON BEA HOSPITAL 8201 E RIVERSIDE BLVD ROCKFORD IL 61114 362167847 HEALTHCARE IL 501(C)(3) LINE 3 MERCY HEALTH CORPORATION 0 MERCYHEALTH DEVELOPMENT FOUNDATION 8201 E RIVERSIDE BLVD ROCKFORD IL 61114 363197918 SUPPORT OF HEALTHCARE IL 501(C)(3) LINE 12A, I MERCY HEALTH CORPORATION 0 MERCYHEALTH VISITING NURSES ASSOCIATION 8201 E RIVERSIDE BLVD ROCKFORD IL 61114 362167945 HEALTHCARE IL 501(C)(3) LINE 10 MERCY HEALTH CORPORATION 0 ROCKFORD HEALTH PHYSICIANS 8201 E RIVERSIDE BLVD ROCKFORD IL 61114 363907436 HEALTHCARE IL 501(C)(3) LINE 3 MERCY HEALTH CORPORATION 0 JANESVILLE MEDICAL CENTER INC 1000 MINERAL POINT AVE JANESVILLE WI 53548 391520130 MANAGEMENT OF UNION EMPLOYEES WI MERCY HEALTH SYSTEM CORPORATION C 444742 1.00000 1 MERCYCARE INSURANCE COMPANY 580 N WASHINGTON ST JANESVILLE WI 53546 391768192 INSURANCE WI MERCY HEALTH SYSTEM CORPORATION C 152168099 82267060 1.00000 1 MERCYCARE HMO INC - CONSOLIDATED WITH MERCYCARE INSURANCE CO 580 N WASHINGTON ST JANESVILLE WI 53546 201482553 INSURANCE WI MERCY HEALTH SYSTEM CORPORATION C 1.00000 1 ROCKFORD HEALTH INSURANCE LTD WELLESLEY HOUSE SO 2ND FL PEMBROKE HM BD INSURANCE BD N/A C 0 1 0 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 0 1 MERCYCARE INSURANCE COMPANY Q 8815565 COST OF SERVICES PROVIDED MERCYCARE INSURANCE COMPANY A 120773 COST OF PROPERTY PROVIDED