2024-04-12T22:45:34-05:00 2023-05-31 FORVIS LLP 111 South Tejon Suite 800 Colorado Springs CO 809039848 990 2022-06-01 810233121 ST PETER'S HEALTH % NATHAN COBURN CFO STPE 4064422480 2475 BROADWAY HELENA MT 59601 NATHAN COBURN CFO 4064422480 2024-04-15 true NATHAN COBURN 999009999 Adam R Smith CPA P00958966 7194714290 2 2022 2023-04-26 12:10:37Z WADE JOHNSON 2475 BROADWAY HELENA MT 59601 371986514 false X SPHEALTH.ORG X 1883 MT TO IMPROVE THE HEALTH, WELLNESS AND QUALITY OF LIFE OF THE PEOPLE AND COMMUNITIES WE SERVE. 13 12 2223 143 1018530 607763 2735787 3226955 279028035 298688701 30447296 13675788 3984555 5508829 316195673 321100273 265010 205895 0 0 173052224 179089427 0 0 704814 134367870 143205858 307685104 322501180 8510569 -1400907 451491963 422143078 114420415 83207462 337071548 338935616 ST. PETERS HOSPITAL PARTNERS WITH OUR PATIENTS, COMMUNITY, AND MEDICAL STAFF TO PROVIDE EXCEPTIONAL AND COMPASSIONATE HEALTH CARE. false false 180228422 205895 230751581 SPH IS A NONPROFIT HEALTH CARE SYSTEM LOCATED IN HELENA, MONTANA. OUR SERVICES INCLUDE BUT ARE NOT LIMITED TO A 99-BED ACUTE CARE HOSPITAL, PHYSICIAN CLINICS, CANCER TREATMENT CENTER, 24-BED BEHAVIORAL HEALTH UNIT, URGENT CARE CLINICS, HOME HEALTH AND HOSPICE CARE, DIALYSIS CENTER AND AMBULANCE SERVICES. WE PROVIDE SERVICES TO OUR RESIDENTS FROM A FIVE-COUNTY AREA (LEWIS AND CLARK BROADWATER, POWELL, MEAGHER AND JEFFERSON COUNTIES). IN ADDITION TO FREE CARE AND/OR SUBSIDIZED CARE, CARE IS ALSO PROVIDED AT BELOW COST RATES TO PERSONS COVERED BY GOVERNMENTAL PROGRAMS. 80972190 68925797 THE HOSPITAL OPERATES SEVERAL PHYSICIAN CLINICS, EMPLOYING 144 PHYSICIANS AND PHYSICIAN ASSISTANTS AND NURSE PRACTITIONERS. WITHOUT THE HOSPITALS ASSISTANCE, LEWIS AND CLARK COUNTY WOULD BE WITHOUT MANY NEEDED MEDICAL AND SURGICAL SPECIALTIES. PHYSICIANS IN THE SPECIALTIES OF FAMILY PRACTICE, INTERNAL MEDICINE, NEUROLOGY, RHEUMATOLOGY, GASTROENTEROLOGY, ENT, CARDIOLOGY, GENERAL SURGERY, ORTHOPEDIC SURGERY, ALLERGY, NEPHROLOGY, RADIATION AND MEDICAL ONCOLOGY HAD APPROXIMATELY 449,867 PATIENT ENCOUNTERS. 261200612 true true false true false false false false false true true false false true true false false true false false false false false false false false true true true false true true false true false false false true false false false false false false false false false true true true false false true 210 0 true 2223 true true true false false false false false false false false false false false X 13 12 false false false false false false false true true false false true true true true true true true true true true X NATHAN COBURN CFO 4064422480 2475 BROADWAY HELENA MT 59601 CHRISTOPHER LINDSAY MD 40.0 0.0 X 1192786 0 31932 WADE JOHNSON CEO, EX OFFICIO, NON-VOTING 39.0 1.0 X 794325 0 235713 LAUREN SHEA MD 40.0 0.0 X 964024 0 41216 BRANDON NEWGARD MD 40.0 0.0 X 892591 0 50766 KEVIN BROWN DO 40.0 0.0 X 745243 0 50520 TIMOTHY GROSSMAN MD 40.0 0.0 X 713044 0 28343 TODD WAMPLER PRESIDENT SPMG 40.0 0.0 X 419928 0 31930 NATHAN COBURN CFO 39.0 1.0 X 379203 0 52122 RYAN WINN CIO 40.0 0.0 X 369127 0 47713 BRIAN LEE VP of Operations 40.0 0.0 X 279918 0 51730 KERRY HALE CHIEF OF STAFF, EX OFFICIO 40.0 0.0 X X 236469 0 43538 SHELLY HARKINS CMO 40.0 0.0 X 167423 0 46209 RUSS BELL PHD CHAIR 1.0 0.0 X X 0 0 0 JUSTIN MOSNESS DIRECTOR 1.0 0.0 X 0 0 0 NATE MCCARTHY FOUNDATION CHAIR, EX OFFICIO 1.0 1.0 X 0 0 0 SENATOR MARY CAFERRO DIRECTOR 1.0 0.0 X 0 0 0 KELLY PARSLEY DIRECTOR 1.0 0.0 X 0 0 0 ROSSLYN DUNCAN DIRECTOR 1.0 0.0 X 0 0 0 TIM MELDRUM DIRECTOR 1.0 0.0 X 0 0 0 LOREN BROWN VICE CHAIR 1.0 0.0 X X 0 0 0 MEG JACOBY DIRECTOR 1.0 0.0 X 0 0 0 SARA MEDLEY DIRECTOR 1.0 0.0 X 0 0 0 WILLIAM BATEY MD DIRECTOR 1.0 0.0 X 0 0 0 JIM STANGER DIRECTOR 1.0 0.0 X 0 0 0 7154081 0 711732 257 false true false MEDICAL SOLUTIONS PO BOX 850737 MINNEAPOLIS MN 55485 CONTRACT LABOR 7356675 COMPHEALTH PO BOX 972670 DALLAS TX 75397 LOCUMS 2695802 CHARTIS GROUP DEPT 5925 CAROL STREAM IL 60122 CONSULTING 2055186 HAYES LOCUMS LLC PO BOX 88122 CHICAGO IL 60680 LOCUMS 1649415 DICK ANDERSON CONSTRUCTION 3424 E US HIGHWAY 12 HELENA MT 59601 CONSTRUCTION 1480146 61 1981985 904423 340547 3226955 Patient Service Revenue 621110 223709716 223709716 Pharmacy 456110 65539440 65140379 399061 Income from Joint Ventures 900099 2764838 2550685 214153 340b Pharmacy 621110 4819063 4819063 Meaningful Use 900099 1825656 1825656 29988 29988 298688701 4408568 4408568 0 0 1892665 309487 1583178 0 1583178 1583178 59641861 1200 49605607 770234 10036254 -769034 9267220 9267220 0 0 0 0 0 0 916250 200913 715337 322260 393077 Cafeteria 722514 607261 5473 601788 Population Health 900099 1261215 1261215 EE Daycare 624110 778316 65163 713153 563522 551102 12420 3210314 321100273 299887804 1018530 16966984 X 205895 205895 0 0 0 4531896 3591527 925866 14503 0 141620049 115366913 25760569 492567 9659073 7946729 1698454 13890 14250334 11400510 2812441 37383 9028075 7409481 1594183 24411 0 1702448 1702448 140076 140076 68549 68549 0 1264681 1264681 34534089 17659940 16869072 5077 273073 3248 268328 1497 7013638 2488412 4476602 48624 0 0 3884085 2590564 1293521 278761 173790 95241 9730 0 623163 387510 225588 10065 736063 736063 0 12422124 12259463 162110 551 3451150 3062394 388756 Medical Supplies Drugs 71458596 70918299 509787 30510 Bed Tax 4421705 4421705 Miscellaneous 933657 578169 339482 16006 322501180 261200612 60595754 704814 16277526 17889134 262624 264661 0 0 50515307 41649384 0 1233457 0 0 13747225 18103497 7418876 8839973 4022542 5416649 281230514 141175489 127307168 140055025 176598041 138210317 23927737 16985002 4182840 3705991 0 1955221 27232077 27834767 451491963 422143078 50994348 31923166 0 0 201190 116088 33121570 30613748 0 0 0 0 2817150 1823067 0 0 27286157 18731393 114420415 83207462 X 312343308 313849144 24728240 25086472 337071548 338935616 451491963 422143078 X -1400907 -11467694 14732669 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 68549 false false 68549 false SCHEDULE C, PART II-B, LINE 1 DESCRIPTION OF LOBBYING ACTIVITIES: The hospital hired a consultant to provide lobbying services in connection with governmental affairs representation to ensure hospital, community, and employee interests and needs are represented. In addition, a portion of aha/mha dues are attributed to lobbying services. 16747431 2725600 610542 481155 19602418 16797623 429101 -114759 364534 16747431 12961992 593529 3314823 72721 16797623 12109353 74116 818248 39725 12961992 12179588 324576 137738 532549 12109353 0.61900 0.38100 false true true 11586373 11586373 139793191 57561932 82231259 4387579 1476345 2911234 117546474 82137212 35409262 7916897 7916897 140055025 Investments in SPH Foundation 26191363 ROU Assets 1643404 27834767 0 Malpractice Accrual 3455092 Pension Liability 13343716 Accrued Interest Payable 40990 Lease Liabilities 1891595 18731393 324062063 -11467694 14732669 3264975 320797088 1264681 -961496 303185 321100273 322197995 192462 192462 322005533 1264681 -769034 495647 322501180 SCHEDULE D, PART V, LINE 4 DESCRIBE THE INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS: ENDOWMENT FUNDS ARE RESTRICTED FOR SUPPORT OF HOSPITAL PROGRAMS AND SERVICES AND FOR CAPITAL PURCHASES AND IMPROVEMENTS IN ACCORDANCE WITH BOARD POLICIES AND/OR DONOR RESTRICTIONS. SCHEDULE D, PART X, LINE 2 UNCERTAIN TAX POSITIONS: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINE 2D REVENUE ON BOOKS, NOT ON RETURN: 1,234,359 - CHANGE IN INTEREST IN SPH FOUNDATION 13,498,310 - MINIMUM PENSION LIABILITY ADJUSTMENT 14,732,669 - TOTAL SCHEDULE D, PART XI, LINE 4B REVENUE ON RETURN, NOT ON BOOKS: (116,115) - COST OF GOODS SOLD (309,487) - RENTAL EXPENSE NET WITH REVENUE (769,034) - RECLASS LOSS ON SALE OF ASSET 282,140 - SALES OF INVENTORY INCLUDED IN EXPENSE (961,496) - TOTAL SCHEDULE D, PART XII, LINE 2D EXPENSE ON BOOKS, NOT ON RETURN: 165,115 - COST OF GOODS SOLD (282,140) - SALE OF INVENTORY INCLUDED IN EXPENSE 309,487 - RENTAL EXPENSES NET WITH REVENUE 192,462 - TOTAL SCHEDULE D, PART XII, LINE 4B EXPENSE ON RETURN, NOT ON BOOKS: (769,034) - RECLASS OF LOSS ON SALE OF EQUIPMENT true true X true X 275. true X true true false true false 5199080 5199080 0.01590 42885405 35355609 7529796 0.02300 48084485 35355609 12728876 0.03890 835665 835665 0.00260 618861 298116 320745 0.00100 85463875 61172933 24290942 0.07410 38216 38216 0.00010 86956617 61471049 25485568 0.07780 135041102 96826658 38214444 0.11670 true 3393573 374409 81608249 80396408 1211841 X true true HELENA SURGICENTER SURGERY CENTER 0.5 0.066 0.434 1 1 ST PETER'S HEALTH 2475 BROADWAY HELENA MT 59601 WWW.SPHEALTH.ORG 13346 X X X PHYSICIAN CLINICS URGENT CARE SERVICES 1 ST PETER'S HEALTH false false true X X X X X X X X X 21 true false false true X SEE PART V SECTION C FOR URL true 22 true SEE PART V SECTION C FOR URL false true X 275. 350. X X true true X X X X true X SEE PART V SECTION C FOR URL X SEE PART V SECTION C FOR URL X SEE PART V SECTION C FOR URL X X X X X X X false X X false X X X X true X false false SCHEDULE H, PART V, SECTION B, LINE 5 A CONSULTANT WAS ENGAGED TO FACILITATE THE COMMUNITY NEEDS ASSESSMENT THROUGH USE OF AN ONLINE KEY INFORMANT SURVEY. THE KEY INFORMANTS REPRESENTED PHYSICIANS, PUBLIC HEALTH REPRESENTATIVES, OTHER HEALTH PROFESSIONALS, SOCIAL SERVICE PROVIDERS, AND A VARIETY OF OTHER COMMUNITY LEADERS. THESE KEY INFORMANTS WERE CHOSEN BECAUSE OF THEIR ABILITY TO IDENTIFY PRIMARY CONCERNS OF THE POPULATIONS WITH WHOM THEY WORK, AS WELL AS OF THE COMMUNITY OVERALL. KEY INFORMANTS WERE CONTACTED BY EMAIL, INTRODUCING THE PURPOSE OF THE SURVEY AND PROVIDING A LINK TO TAKE THE SURVEY ONLINE; REMINDER EMAILS WERE SENT AS NEEDED TO INCREASE PARTICIPATION. THROUGH THIS PROCESS, INPUT WAS GATHERED FROM SEVERAL INDIVIDUALS WHOSE ORGANIZATIONS WORK WITH LOW-INCOME, MINORITY POPULATIONS (INCLUDING AFRICAN AMERICAN, HISPANIC AND NATIVE AMERICANS, ASIANS, CHINESE, AND KOREAN, THE DISABLED, DUAL-LANGUAGE LEARNERS, THE ELDERLY, ESL, ETHNIC/RACIAL, EUROPEAN, FOSTER CHILDREN, THE HOMELESS, THE INDIGENT, THOSE WITH INSURANCE BARRIERS, LATIN AMERICANS, LGBT, LOW-INCOME, MEDICARE/MEDICAID RECIPIENTS, MENTALLY ILL/DISABLED, MINORITIES, NIGERIANS, PACIFIC ISLANDERS, RURAL POPULATIONS, SINGLE MOTHERS, UNINSURED/UNDERINSURED, WOMEN, YOUTH), OR OTHER MEDICALLY UNDERSERVED POPULATIONS (INCLUDING ADOLESCENTS RESIDING IN LOCAL GROUP HOMES, ADULTS, THOSE WITH AUTISM, CHILDREN WITH SPECIAL EDUCATION SERVICES, THOSE WITH CHRONIC HEALTH CONDITIONS, THOSE IN CRISIS, DISABLED, ELDERLY, ETHNIC/RACIAL, FOSTER CHILDREN, HIGH-RISK MOTHERS AND INFANTS, THE HOMELESS, THOSE IN JAIL, LGBT, LOW-INCOME/POVERTY, MEDICARE/MEDICAID, MENTALLY ILL/DISABLED, MINORITIES, NATIVE AMERICANS, NEGLECTED CHILDREN, PARENTS WITH YOUNG CHILDREN, PEOPLE VISITING COMMUNITY HEALTH CENTERS, PRE-RELEASE CITIZENS, THOSE RECOVERING FROM ADDICTION, TEEN MOTHERS, THOSE WITH TRAUMA, UNDERINSURED/UNINSURED, UNDOCUMENTED, VETERANS, WOMEN, YOUTH). IN THE ONLINE SURVEY, KEY INFORMANTS WERE ASKED TO RATE THE DEGREE TO WHICH VARIOUS HEALTH ISSUES ARE A PROBLEM IN THEIR OWN COMMUNITY. FOLLOW-UP QUESTIONS ASKED THEM TO DESCRIBE WHY THEY IDENTIFY PROBLEM AREAS AS SUCH, AND HOW THESE MIGHT BE BETTER ADDRESSED. FINAL PARTICIPATION INCLUDED REPRESENTATIVES OF THE ORGANIZATION OUTLINED BELOW. AARP ASSOCIATED DERMATOLOGY AUGUSTA AWARE INC. BIG BROTHERS BIG SISTERS BIG SKY WAY BIG SKY BROKERS BIKE WALK HELENA/MONTANA BIKE WALK MONTANA BIKEWALK HELENA BLUE CROSS BLUE SHIELD OF MT BOYD ANDREW CHEMICAL DEPENDENCY BOYD ANDREW COMMUNITY SERVICES CANCER CONTROL COALITION CAPITAL MEDICAL ANESTHESIA CAPITAL TRANSIT ADVISORY COUNCIL CAREER TRAINING INSTITUTE CARROLL COLLEGE CASA CENTER FOR MENTAL HEALTH CHILD CARE CONNECTIONS CHILDWISE INSTITUTE CITY OF HELENA CITY PUBLIC WORKS CITY-COUNTY BOARD OF HEALTH CITY-COUNTY PARKS BOARD COMMUNITY DEVELOPMENT, CITY OF HELENA COMMUNITY RESOURCE MANAGEMENT COUNTY DUI TASK FORCE CRIMINAL JUSTICE SERVICES DEPARTMENT DENTAL CLINIC ADVISORY COUNCIL DISABILITY RIGHTS MONTANA EAST HELENA EAST HELENA CITY COUNCIL EAST HELENA SCHOOL DISTRICT ELKHORN FOOT AND ANKLE CLINIC EPA EXPLORATION WORKS FAMILY OUTREACH FIRST JUDICIAL DISTRICT TREATMENT COURT FLORENCE CRITTENTON HOME GOD'S LOVE HOMELESS SHELTER GOOD SAMARITAN MINISTRIES GOVERNOR'S OFFICE HALLIDAY AND ASSOCIATES HEALTH SERVICES, CARROLL COLLEGE HEALTHY COMMUNITIES COALITION HEALTHY MOTHERS HEALTHY BABIES HELENA BUSINESS IMPROVEMENT DISTRICT HELENA CARDIOLOGY CLINIC HELENA CHAMBER OF COMMERCE HELENA CITIZENS ADVISORY COUNCIL HELENA CITIZENS COUNCIL HELENA CITY COMMISSION HELENA COLLEGE HELENA COMMUNITY CONNECTIONS HELENA EYE CLINIC HELENA FAMILY YMCA HELENA FIRE DEPARTMENT HELENA FOOD SHARE HELENA HIGH SCHOOL HELENA HOUSING AUTHORITY HELENA INDIAN ALLIANCE HELENA MT HELENA OB/GYN HELENA PARKS AND RECREATION HELENA PEDIATRICS CLINIC HELENA PLANNING DEPARTMENT HELENA POLICE DEPARTMENT HELENA PUBLIC SCHOOLS HELENA RECREATIONAL ASSOCIATION HELENA SCHOOL BOARD HELENA SCHOOL DISTRICT 1 HELENA TOURISM ALLIANCE IMPACT MONTANA (NATIONAL GUARD) INDEPENDENT RECORD INTERMOUNTAIN KALMORE DENTAL LEWIS & CLARK PUBLIC HEALTH LEWIS AND CLARK COUNTY LEWIS AND CLARK COUNTY DUI TASK FORCE LEWIS AND CLARK COUNTY SHERIFF'SOFFICE LEWIS AND CLARK EMERGENCY PHYSICIANS LEWIS AND CLARK LITERACY COUNCIL LEWIS AND CLARK PUBLIC HEALTH LOCAL MENTAL HEALTH ADVISORY COUNCIL MISSOURI RIVER DRUG TASK FORCE MONTANA ASSOCIATION OF COUNTIES MONTANA BUSINESS ASSISTANCE CONNECTION MONTANA CATHOLIC CONFERENCE MONTANA HEAD START ASSOCIATION MONTANA LEGISLATURE MONTANA NO KID HUNGRY MORRISON-MAIERLE MOUNTAIN VIEW FAMILY HEALTHCARE MSU EXTENSION SERVICE MT ADDICTIVE & MENTAL DISORDERS DIVISION MT BOARD OF PUBLIC EDUCATION MT DEPT. OF ENVIRONMENTAL QUALITY MT DEPT. OF PUBLIC HEALTH AND HUMAN SERVICES MT INDEPENDENT LIVING PROJECT MT LEGAL SERVICES ASSOCIATION MURRY'S NAMI NARRATE CHURCH NATIONAL GUARD NATURAL MEDICINE PLUS NONMOTORIZED TRAVEL ADVISORY COUNCIL NORTHWESTERN ENERGY OFFICE OF THE ATTORNEY GENERAL OUR PLACE DROP-IN CENTER PACIFICSOURCE PARTNERS IN PEDIATRICS PEDIATRIC DENTISTRY PEERS UNLIMITED PUREVIEW BOARD OF DIRECTORS PUREVIEW HEALTH CENTER QUINN ERWIN RESTORATIVE JUSTICE AND COURT SERVICES RMDC HEAD START ROCKY MOUNTAIN DEVELOPMENT COUNCIL SALVATION ARMY SHERIFF'S OFFICE SHODAIR SHODAIR RESIDENTIAL TREATMENT CENTER SMA ARCHITECTS SMITH AND MCGOWAN ST. PAUL'S METHODIST CHURCH ST. PETER'S BOARD OF DIRECTORS ST. PETER'S HEALTH ST. PETER'S HEALTH FOUNDATION STOP DUI TASK FORCE THE FRIENDSHIP CENTER THE SALVATION ARMY UNITED WAY UNITED WAY OF THE LEWIS AND CLARK AREA US FOREST SERVICE VETERANS ADMINISTRATION HOSPITAL WATER QUALITY PROTECTION DISTRICT WATER QUALITY PROTECTION DISTRICT BOARD WOMEN'S HEALTH CARE CENTER YOUTH CONNECTIONS COALITION YWCA YWCA WINGS PROGRAM SCHEDULE H, PART V, SECTION B, LINE 7A HTTPS://WWW.SPHEALTH.ORG/SITES/DEFAULT/FILES/2021-08/2021-PRC-CHNA-REPORT- --ST.-PETERS-HEALTH.PDF?1709695186930 SCHEDULE H, PART V, SECTION B, LINE 10A HTTPS://WWW.SPHEALTH.ORG/SITES/DEFAULT/FILES/FY22-24%20SPH%20CHNA%20IMPLEM ENTATION%20STRATEGY.PDF?1709695186930 SCHEDULE H, PART V, SECTION B, LINE 11 ST. PETER'S HEALTH IS COMMITTED TO MAKING A POSITIVE IMPACT ON THE HEALTH OF THE COMMUNITY IT SERVES. ONE OF THE MANY STRATEGIES WE USE TO DO THIS IS BY PROVIDING FOR THE UNIQUE HEALTH NEEDS OF AREA RESIDENTS BY UTILIZING THE COMMUNITY HEALTH NEEDS ASSESSMENT AND RESULTING COMMUNITY HEALTH IMPROVEMENT PLANNING & IMPLEMENTATION STRATEGY PROCESS. COMMUNITY HEALTH IMPROVEMENT PLANNING AND IMPLEMENTATION STRATEGY PROCESS THE GOALS OF THESE PROCESSES ARE: TO IMPROVE RESIDENTS' HEALTH STATUS, INCREASE THEIR LIFE SPANS, AND ELEVATE THEIR OVERALL QUALITY OF LIFE. A HEALTHY COMMUNITY IS NOT ONLY ONE WHERE ITS RESIDENTS SUFFER LITTLE FROM PHYSICAL AND MENTAL ILLNESS, BUT ALSO ONE WHERE ITS RESIDENTS ENJOY A HIGH QUALITY OF LIFE. TO REDUCE THE HEALTH DISPARITIES AMONG RESIDENTS. BY GATHERING DEMOGRAPHIC INFORMATION ALONG WITH HEALTH STATUS AND BEHAVIOR DATA, IT WILL BE POSSIBLE TO IDENTIFY POPULATION SEGMENTS THAT ARE MOST AT-RISK FOR VARIOUS DISEASES AND INJURIES. INTERVENTION PLANS AIMED AT TARGETING THESE INDIVIDUALS MAY THEN BE DEVELOPED TO COMBAT SOME OF THE SOCIOECONOMIC FACTORS WHICH HAVE HISTORICALLY HAD A NEGATIVE IMPACT ON RESIDENTS' HEALTH. TO INCREASE ACCESSIBILITY TO PREVENTIVE SERVICES FOR ALL COMMUNITY RESIDENTS. MORE ACCESSIBLE PREVENTIVE SERVICES WILL PROVE BENEFICIAL IN ACCOMPLISHING THE FIRST GOAL (IMPROVING HEALTH STATUS, INCREASING LIFE SPANS, AND ELEVATING THE QUALITY OF LIFE), AS WELL AS LOWERING THE COSTS ASSOCIATED WITH CARING FOR LATE-STAGE DISEASES RESULTING FROM A LACK OF PREVENTIVE CARE. OUR TWO-PART PROCESS: - FIRST, IDENTIFY THE HEALTH NEEDS FACING OUR COMMUNITY (CONDUCT A COMMUNITY HEALTH NEEDS ASSESSMENT, OR CHNA); EVERY THREE YEARS AND PARTNER WITH A THIRD PARTY VENDOR, PROFESSIONAL RESEARCH CONSULTANTS, INC., OF OMAHA, NEBRASKA, TO COMPLETE A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA). THIS CHNA INCLUDED A RANDOM-SAMPLE TELEPHONE SURVEY OF COMMUNITY RESIDENTS ON THEIR HEALTH CONDITIONS, BEHAVIORS, PREFERENCES; IT ALSO INCLUDED AN ONLINE "KEY INFORMANT" SURVEY TARGETED TO INDIVIDUALS WITH A BROAD INTEREST IN THE HEALTH OF THE COMMUNITY. ST. PETER'S PARTNERED WITH THE LEWIS & CLARK PUBLIC HEALTH TO PLAN AND DEVELOP THE SURVEY INSTRUMENTS. - SECOND, THE ST. PETER'S HEALTH POPULATION HEALTH TEAM REVIEWS THE CHNA TO UNDERSTAND THE IDENTIFIED COMMUNITY NEEDS TO DEVELOP A MEASURABLE PLAN (AN IMPLEMENTATION STRATEGY) THAT FOCUSES ON THE AREAS OF GREATEST NEEDS, TAKING INTO ACCOUNT THE TOTAL AVAILABLE RESOURCES TO EFFECTIVELY ADDRESS THOSE ISSUES. THE IMPLEMENTATION STRATEGY CREATES A STRATEGIC PLAN TO FOCUS ENERGY, RESOURCES, POLICIES, PROJECTS, AND PROGRAMS THAT WILL BE MOST EFFECTIVE IN IMPROVING THE HEALTH OF OUR COMMUNITY. AFTER A SERIES OF STRATEGIC PLANNING MEETINGS, THE DRAFT IMPLEMENTATION STRATEGY IS PRESENTED TO THE ST. PETER'S HEALTH (SPH) EXECUTIVE LEADERSHIP TEAM (ELT), WHERE THE ORGANIZATION'S LEADERS REVIEW THE PLAN TO ADDRESS THE IDENTIFIED NEEDS WITHIN THE ST PETER'S HEALTH SERVICE AREA. ONCE THE IMPLEMENTATION STRATEGY IS REVIEWED THROUGH ELT, IT IS PRESENTED, DISCUSSED, AND APPROVED AT THE ST. PETER'S HEALTH SYSTEM BOARD AND PUBLISHED ON THE SPH WEBSITE. IN THE 2021 CHNA, THE FOLLOWING HEALTH NEEDS WERE IDENTIFIED AS PRIORITY AREAS AND DURING FISCAL YEAR 2023 (FY23) THE FOLLOWING ACTIONS STEPS WERE TAKEN TO ADDRESS THE NEEDS: 1) MENTAL HEALTH A) HEALTH PROMOTION: I)SUICIDE PREVENTION AND EDUCATION: DURING SEPTEMBER, NATIONAL SUICIDE PREVENTION MONTH, ST. PETER'S HEALTH, COMMUNITY ORGANIZATIONS AND PEOPLE FROM ACROSS OUR COMMUNITY ONCE AGAIN WORKED TOGETHER TO HOST FREE ACTIVITIES, TRAINING OPPORTUNITIES AND MORE TO SUPPORT PEOPLE AFFECTED BY SUICIDE AND RAISE AWARENESS. SPH CONTRIBUTED TO THE EDUCATIONAL OFFERINGS AND SUPPORTIVE ACTIVITIES OF THIS MONTH THROUGH THEIR ANNUAL "WE SPEAK MENTAL HEALTH WEEK" SEPT. 18-23, 2022 OUTLINED BELOW. (1) RAISE AWARENESS WITH US: ST. PETER'S POPULATION HEALTH TEAM HOSTED INFORMATIONAL TABLES ON A VARIETY OF TOPICS THROUGHOUT THE WEEK TO INCLUDE: FOOD & MOOD, RAISING RESILIENCE, MEDICATION MINDFULNESS, AND CIVILITY FOR WORKPLACE WELLNESS AND IDENTIFY. UNDERSTAND. RESPOND. ALL TABLES OFFERED THEMED INFORMATION ABOUT MENTAL HEALTH AND/OR SUPPORT SERVICES AT SPH AND IN THE LARGER COMMUNITY. (2) LEARN WITH US: ST. PETER'S PARTNERED WITH COMMUNITY ORGANIZATIONS TO CO-HOST A NUMBER OF FREE MENTAL HEALTH TRAININGS IN THE MONTH OF SEPTEMBER (A)MENTAL HEALTH FIRST AID: SEPT 16 & 23, 2022. (B)ADVERSE CHILDHOOD EXPERIENCES (ACES) & RESILIENCY 101: SEPT 20, 2022. (C)QUESTION, PERSUADE, AND REFER (QPR) SUICIDE PREVENTION TRAINING: SEPT 22, 2022. (3) WALK WITH US: ST. PETER'S SPONSORED TEAMS AND PROVIDED INTERESTED EMPLOYEES THE OPPORTUNITY TO TAKE PART IN THE TWO WALKS: (1) WALK TO END ALZHEIMER'S WHICH RAISES FUNDS SURROUNDING ALZHEIMER'S DISEASE AND OTHER DEMENTIAS SEPT 18, 2022, (2) THE NATIONAL ALLIANCE ON MENTAL ILLNESS ANNUAL NAMI WALK TO RAISE AWARENESS AROUND MENTAL ILLNESS SEPT 19, 2022. (II)STANDARDIZED PROCESS QPR EDUCATION FOR NEW EMPLOYEE ORIENTATION: IN FY23 SPH CONTINUED TO INCLUDE QPR (QUESTION, PERSUADE, REFER) SUICIDE PREVENTION AS REQUIRED EDUCATION FOR ALL NEW EMPLOYEES. WE HAVE MAINTAINED AND STANDARDIZED THIS PROCESS THROUGHOUT FY23 AND HAVE PROVIDED EDUCATION TO 262 NEW SPH STAFF MEMBERS. (III)CHAPLAIN SERVICES AND THERAPY DOG PROGRAM: IN FY23 SPH CONTINUED TO INCLUDE 2 CHAPLAINS AND THERAPY DOGS AS SUPPORT FOR PATIENTS AND COMMUNITY MEMBERS. IN FY23 THE DOGS CONTINUED TO SUPPORT THE COMMUNITY BY SERVING AT 8 COMMUNITY VACCINATION CLINICS. (IV)COMMUNITY INVOLVEMENT/GIVING: ST. PETER'S HEALTH IS AN ACTIVE MEMBER OF SEVERAL COMMUNITY COALITIONS AND GROUPS FOCUSED ON THE MENTAL HEALTH AND WELLBEING OF THE COMMUNITY AS WELL AS THOSE SPECIFICALLY FOCUSED ON SUICIDE PREVENTION. ST. PETER'S HEALTH LEADERSHIP IS REPRESENTED IN THE LEWIS AND CLARK COUNTY SUICIDE PREVENTION COALITION, THE LEWIS AND CLARK COUNTY MENTAL HEALTH LOCAL ADVISORY COUNCIL, MENTAL AND SOCIAL WELLBEING WORKGROUP, THE LOSS TEAM (LOCAL OUTREACH TO SUICIDE SURVIVOR) OF LEWIS AND CLARK COUNTY AREA, SAFER COMMUNITIES MONTANA, LEWIS AND CLARK COUNTY BEHAVIORAL HEALTH SYSTEM LEADERSHIP TEAM AND ELEVATE MT HELENA AFFILIATE. ADDITIONALLY, SPH IS A MAJOR SPONSOR OF LOCAL SUICIDE PREVENTION AND MENTAL HEALTH ACTIVITIES AND NONPROFITS, INCLUDING NAMI MONTANA, SPONSORSHIP OF FLORENCE CRITTENTON'S PROJECT SUNSHINE, SHODAIR CHILDREN'S HOSPITAL, BIG BROTHERS BIG SISTERS, BROADWATER COUNTY SOCIAL SERVICES COMMITTEE FOR THEIR IMAGINATION LIBRARY PROGRAM, HEALTHY MOTHERS HEALTHY BABIES PERINATAL MENTAL HEALTH CONFERENCE, DOG TAG BUDDIES, YWCA, MONTANA PSYCHIATRY CONFERENCE, THE SALVATION ARMY, HEALTHY MOTHERS HEALTHY BABIES PERINATAL MENTAL HEALTH CONFERENCE, SUPPORT OF THE LOCAL AMERICAN FOUNDATION FOR SUICIDE PREVENTION'S OUT OF THE DARKNESS WALK. V)HEALTH EDUCATION: ST. PETER'S PSYCHIATRIST DR. BRIDGID CROWLEY, TAUGHT A LESSON ON STRESS MANAGEMENT DURING THE FALL SESSION OF THE GIRLS THRIVE EVIDENCE-BASED WEEKLY EDUCATIONAL LESSONS. VI)POSTPARTUM RECOVERY COMMUNITY EDUCATION: ST. PETER'S COMMUNITY EDUCATION DEPARTMENT PROVIDES FREE COMMUNITY CLASSES FOCUSED ON POSTPARTUM RECOVERY TO ENSURE NEW PARENTS ARE KNOWLEDGEABLE ABOUT SIGNS OF PERINATAL MOOD OR ANXIETY DISORDERS AND HOW TO FIND SUPPORT. QUARTERLY CLASSES WERE OFFERED VIRTUALLY AND IN PERSON WHICH PROVIDED EDUCATION TO 82 COMMUNITY MEMBERS IN FY23. B) UNIVERSAL SCREENING/SERVICES I)SCREENING FOR DEPRESSION: IN FY23 ST. PETER'S HEALTH CONTINUED TO FOCUS ON INCREASING THE COMPLETION RATE FOR DEPRESSION SCREENING (PHQ-9) AT LEAST ANNUALLY FOR ALL PRIMARY CARE PATIENTS AGES 12+ INCLUDING THE USE OF EVIDENCE-BASED TOOLS TO SCREEN PERINATAL PATIENTS USING THE EDINBURGH POSTNATAL DEPRESSION SCALE. DURING FY23 SPH COMPLETED 28,055 PHQ9 SCREENINGS, AND 80 EDINBURGH SCREENINGS. 91,390 PATIENTS WERE SCREENED FOR SUICIDAL IDEATIONS WITHIN OUTPATIENT AND INPATIENT SETTINGS. 356 SAFETY PLANS WERE EITHER CAPTURED OR CREATED WITH THE PATIENT WITHIN FY23. II)SCREENING FOR ANXIETY: IN FY23 ST. PETER'S HEALTH CONTINUED TO FOCUS ON INCREASING THE COMPLETION RATE FOR ANXIETY SCREENING (GAD-7) FOR PATIENTS WHEN CLINICALLY INDICATED. DURING FY23 SPH COMPLETED 3,918 GAD-7 SCREENINGS. IF DEPRESSION, SUICIDAL IDEATION OR ANXIETY IS IDENTIFIED DURING THE SCREEN, SUPPORT AND CARE PROVIDED BY THE PRIMARY CARE PROVIDERS IS ALSO AUGMENTED BY THE BEHAVIORAL HEALTH PROFESSIONALS INTEGRATED INTO PRIMARY CARE FOR TIMELY INTERVENTION AND FOLLOW UP (SEE INTEGRATED BEHAVIORAL HEALTH FOR MORE INFORMATION). C)ENHANCED SUPPORT SERVICES: I)INTEGRATED BEHAVIORAL HEALTH WITHIN PRIMARY CARE: DURING FY23 ST. PETER'S HEALTH HAS MAINTAINED AN INTEGRATED BEHAVIORAL HEALTH (IBH) TEAM PRACTICING WITHIN THE BEHAVIORIST MODEL AND THE SPH TEAM HAS LAUNCHED THE COLLABORATIVE CARE MODEL TO EXPAND ACCESS TO SPH PATIENTS. PATIENTS ARE ABLE TO ACCESS THE SUPPORT FOR ANY BEHAVIORAL HEALTH PROFESSIONALS VIA VIRTUAL AND TELEPHONIC VISITS IN ADDITION TO FACE-TO-FACE VISITS. (1) BEHAVIORIST MODEL: THE BHPS AT S SCHEDULE H, PART V, SECTION B, LINE 16A-16C THE FINANCIAL ASSISTANCE POLICY (FAP), FAP APPLICATION FORM, AND PLAIN LANGUAGE SUMMARY OF THE FAP IS MADE AVAILABLE ON THE HOSPITAL'S WEBSITE: HTTPS://WWW.SPHEALTH.ORG/PATIENTS-VISITORS/BILLING/FINANCIAL-ASSISTANCE SCHEDULE H, PART V, SECTION B, LINE 16J PATIENTS RECEIVE NOTIFICATION OF THE FINANCIAL ASSISTANCE POLICY UPON DISCHARGE AS WELL AS IN THEIR PATIENT STATEMENTS. 5 HOSPICE AND HOMELINK OF ST PETERS HOSPIT 201 SOUTH CALIFORNIA HELENA MT 59601 HOSPICE AND HOME HEALTH APEX OF ST PETERS HOSPITAL 201 SOUTH CALIFORNIA HELENA MT 59601 HOME OXYGEN SERVICES ST PETER'S MEDICAL GROUP BROADWAY 2550 BROADWAY HELENA MT 59601 PHYSICIAN CLINIC ST PETER'S MEDICAL GROUP NORTH 3330 PTARMIGAN LANE HELENA MT 59602 PHYSICIAN CLINIC ST PETER'S HEALTH - TOWNSEND CLINIC 515 S FRONT ST TOWNSEND MT 59644 PHYSICIAN CLINIC SCHEDULE H, PART I, LINE 3C ST PETER'S HEALTH USES ASSET LEVELS AND MEDICAL INDIGENCY IN DETERMINING ELIGIBILITY FOR FINANCIAL ASSISTANCE. SCHEDULE H, PART I, LINE 7 THE ORGANIZATION USED AN INTERNAL COST ALLOCATION SYSTEM FOR LINES 7A, 7B AND 7G. THE COST ALLOCATION SYSTEM ADDRESSES ALL PATIENT SEGMENTS. THE COSTS ARE ESTIMATED BY ALLOCATING DEPARTMENTAL COSTS BASED ON DIRECT COSTS LESS ANY OTHER OPERATING REVENUE, THEN BY DOING AN ALLOCATION OF BENEFITS, DEPRECIATION AND OTHER OVERHEAD COSTS. THE INFORMATION FOR LINES 7E AND 7I WAS DERIVED FROM INFORMATION IN THE GENERAL LEDGER AND OTHER FINANCIAL DATA RELATED SPECIFICALLY TO THE VARIOUS TYPES OF COMMUNITY BENEFITS. SCHEDULE H, PART I, LINE 7G SUBSIDIZED HEALTH SERVICE COSTS: INCLUDED IN SUBSIDIZED SERVICES ARE PHYSICIAN CLINICS, WHICH ARE FREE STANDING CLINICS. TOTAL COST AS REPORTED IN SECTION 7G FOR THESE CLINICS WAS $5,381,203, WHICH INCLUDES ALLOCATED OVERHEAD COSTS. TOTAL CLINIC EXPENSES WITHOUT OVERHEAD ALLOCATIONS WAS $1,043,702. SCHEDULE H, PART III, SECTION A, LINE 2 THE HOSPITAL ANALYZES ITS PAST HISTORY AND IDENTIFIES TRENDS FOR EACH OF ITS MAJOR PAYER SOURCES OF REVENUE TO ESTIMATE THE APPROPRIATE ALLOWANCE FOR DOUBTFUL ACCOUNTS AND PROVISION FOR UNCOLLECTIBLE ACCOUNTS. MANAGEMENT REGULARLY REVIEWS DATA ABOUT THESE MAJOR PAYER SOURCES OF REVENUE IN EVALUATING THE SUFFICIENCY OF THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. BAD DEBT EXPENSE IS REPORTED AT CHARGES AS RECORDED BY THE ORGANIZATION. BAD DEBT EXPENSE IS REPORTED NET OF DISCOUNTS AND CONTRACTUAL ALLOWANCES. A PAYMENT ON AN ACCOUNT PREVIOUSLY WRITTEN OFF REDUCES BAD DEBT EXPENSE IN THE CURRENT YEAR. SCHEDULE H, PART III, SECTION A, LINE 3 TO DETERMINE THE PORTION OF BAD DEBT THAT SHOULD BE CONSIDERED A COMMUNITY A HISTORICAL PERCENTAGE WAS USED. THIS WAS DONE TO RECLASSIFY THE PORTION OF BAD DEBT EXPENSE THAT WOULD HAVE BEEN CONSIDERED CHARITY CARE IF THE INDIVIDUAL WOULD HAVE COMPLETED THE FINANCIAL ASSISTANCE APPLICATION. SCHEDULE H, PART III, SECTION C, LINE 9B ST. PETER'S HEALTH RECOGNIZES ITS RESPONSIBILITY TO RENDER NECESSARY HEALTH CARE SERVICES TO ALL PERSONS IN NEED OF SUCH CARE, REGARDLESS OF RACE, CREED, COLOR OR ECONOMIC CIRCUMSTANCES. ST. PETER'S HEALTH RECOGNIZES THAT PAYMENT FOR SERVICES RENDERED IS DUE AND PAYABLE AT THE TIME OF SERVICE. THE HOSPITAL ACCEPTS INSURANCE ASSIGNMENTS AND SOME OTHER APPROVED ARRANGEMENTS FOR DELAYED PAYMENT. FINANCIAL ASSISTANCE IS AVAILABLE FOR ALL QUALIFIED PATIENTS. PATIENTS NOT COVERED BY INSURANCE OR UNABLE TO PAY IN FULL FOR SERVICES RENDERED MUST CONTACT THE APPROPRIATE PATIENT ACCOUNT REPRESENTATIVE WHO WILL ASSIST THE PATIENT AND/OR FAMILY IN DETERMINING IF HE/SHE QUALIFIES FOR PATIENT ASSISTANCE. COLLECTION ACTIVITY WILL BE SUSPENDED WHILE A FINANCIAL ASSISTANCE APPLICATION IS UNDER REVIEW. SCHEDULE H, PART VI, LINE 2 DESCRIPTION OF NEED ASSESSMENT: THE NEEDS ASSESSMENT IS A TWO-PART PROCESS. FIRST, IDENTIFY THE HEALTH NEEDS FACING OUR COMMUNITY (CONDUCT A COMMUNITY HEALTH NEEDS ASSESSMENT, OR CHNA); EVERY THREE YEARS, PARTNER WITH A THIRD-PARTY VENDOR, PROFESSIONAL RESEARCH CONSULTANTS, INC., OF OMAHA, NEBRASKA, TO COMPLETE A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA). THIS CHNA INCLUDED A RANDOM-SAMPLE TELEPHONE SURVEY OF COMMUNITY RESIDENTS ON THEIR HEALTH CONDITIONS, BEHAVIORS, PREFERENCES; IT ALSO INCLUDED AN ONLINE KEY INFORMANT SURVEY TARGETED TO INDIVIDUALS WITH A BROAD HEALTH OF THE COMMUNITY. ST. PETER'S PARTNERED WITH THE LEWIS AND CLARK PUBLIC HEALTH TO PLAN AND DEVELOP THE SURVEY INSTRUMENTS. SECOND, ST. PETER'S HEALTH POPULATION HEALTH TEAM REVIEWS THE CHNA TO UNDERSTAND THE IDENTIFIED COMMUNITY NEEDS TO DEVELOP A MEASURABLE PLAN (AN IMPLEMENTATION STRATEGY) THAT FOCUSES ON THE AREAS OF GREATEST NEEDS, TAKING INTO ACCOUNT THE TOTAL AVAILABLE RESOURCES TO EFFECTIVELY ADDRESS THOSE ISSUES. THE IMPLEMENTATION STRATEGY CREATES A STRATEGIC PLAN TO FOCUS ENERGY, RESOURCES, POLICIES, PROJECTS, AND PROGRAMS THAT WILL BE MOST EFFECTIVE IN IMPROVING THE HEALTH OF OUR COMMUNITY. AFTER A SERIES OF STRATEGIC PLANNING MEETINGS, THE DRAFT IMPLEMENTATION STRATEGY IS PRESENTED TO THE ST. PETER'S HEALTH (SPH) JOINT STRATEGIC OPERATIONS, WHERE THE ORGANIZATION'S LEADERS REVIEW THE PLAN TO ADDRESS THE IDENTIFIED NEEDS WITHIN ST PETER'S HEALTH SERVICE AREA. ONCE THE IMPLEMENTATION STRATEGY IS REVIEWED THROUGH THE EXECUTIVE LEADERSHIP TEAM, IT IS PRESENTED, DISCUSSED, AND APPROVED AT THE ST. PETER'S HEALTH SYSTEM BOARD AND PUBLISHED ON THE SPH WEBSITE. SCHEDULE H, PART VI, LINE 3 PATIENT EDUCATION ELIGIBILITY FOR ASSISTANCE: ST. PETER'S HEALTH (1) POSTS ITS CHARITY CARE POLICY ON ITS WEBSITE AS WELL AS AT THE ADMITTING DESK, EMERGENCY ROOM, ON THE MONTHLY STATEMENTS AND CASHIER AREAS IN WHICH ELIGIBLE PATIENTS ARE LIKELY TO BE PRESENT, (2) OFFERS A SUMMARY OF OUR POLICY AND APPLICATION TO SELF-PAY PATIENTS WITH CONTACT INFORMATION TO PATIENTS AS PART OF THE INTAKE PROCESS, (3) PROVIDES A COPY OF FINANCIAL ASSISTANCE CONTACT INFORMATION TO PATIENTS WITH DISCHARGE MATERIALS, (4) FINANCIAL COUNSELORS DISCUSS WITH PATIENTS EXPECTING TO OWE MORE THAN $500, THE AVAILABILITY OF PATIENT ASSISTANCE AND VARIOUS GOVERNMENT BENEFITS, SUCH AS MEDICAID OR STATE PROGRAMS, AND ASSISTS THE PATIENT WITH QUALIFICATION FOR SUCH PROGRAMS, WHERE APPLICABLE. SOCIETY, GOD'S LOVE, NAMI, SUSAN G. KOMEN, YWCA AND THE FRIENDSHIP CENTER. SCHEDULE H, PART VI, LINE 4 COMMUNITY INFORMATION: ST. PETER'S HOSPITAL IS A 123-BED ACUTE CARE HOSPITAL FACILITY SERVING RESIDENTS OF LEWIS AND CLARK COUNTY AND PORTIONS OF JEFFERSON, BROADWATER, MEAGHER, AND POWELL COUNTIES. ST. PETER'S IS THE SOLE FACILITY IN THE PRIMARY SERVICES AREA. THE HOSPITAL FINANCIAL PAYOR MIX CONSISTED OF 1.7% SELF-PAY PATIENTS, 15.5% OF MEDICAID PATIENTS AND 49.4% MEDICARE PATIENTS. APPROXIMATELY 20.3% OF THE POPULATION IS AGE 65 AND OLDER. APPROXIMATELY 8.6% OF THE POPULATION IS BELOW THE FEDERAL POVERTY LEVEL. THE NEAREST HOSPITAL IN THE AREA IS APPROXIMATELY 35 MILES FROM THE ST. PETER'S CAMPUS. SCHEDULE H, PART VI, LINE 5 PROMOTION OF COMMUNITY HEALTH: THE ORGANIZATION'S GOVERNING BODY MEMBERS RESIDE IN THE COMMUNITY. MEDICAL STAFF PRIVILEGES ARE EXTENDED TO ALL QUALIFIED PHYSICIANS IN THE COMMUNITY. SURPLUS FUNDS ARE USED TO MAKE CAPITAL PURCHASES AND UPGRADES TO THE FACILITIES. ST. PETER'S HEALTH IS THE SOLE ACUTE CARE PROVIDER IN THE PRIMARY SERVICE AREA, AND OPERATES AN EMERGENCY ROOM AND TWO URGENT CARE CLINICS. THE PRIMARY SERVICE AREA IS MADE UP OF LEWIS AND CLARK COUNTY AND THE NORTHERN PORTION OF JEFFERSON COUNTY. OUT-MIGRATION IS GENERALLY LIMITED TO TERTIARY SERVICES NOT AVAILABLE AT ST. PETER'S HEALTH INCLUDING, CARDIAC SURGERY AND NEO-NATAL CARE. ST. PETER'S HEALTH PROVIDES CARE TO ALL PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. ST. PETER'S HEALTH MAINTAINS CHARGES AS ONE OF THE LOWEST HOSPITALS WITHIN THE STATE DEPENDING ON THE SERVICES BEING PROVIDED. ST. PETER'S HEALTH SPONSORS SEVERAL WELLNESS SCREENINGS, HEALTH FAIRS, AND EDUCATIONAL LECTURES, CLASSES, AND EVENTS THROUGHOUT THE YEAR TO IMPROVE THE HEALTH AND WELLBEING OF THE COMMUNITY. ST. PETER'S HEALTH ENSURES THAT ITS PATIENTS, THEIR FAMILIES AND PERSONNEL HAVE SPIRITUAL CARE AVAILABLE TO THEM. SPH RESPECTS NATIVE-AMERICAN CULTURE AND THE CEREMONIES THAT ARE IMPORTANT TO MEET THE SPIRITUAL AND CULTURAL NEEDS AND PROMOTE OPTIMAL HEALING OF NATIVE- AMERICAN PATIENTS. IN ORDER TO ENSURE A PATIENT'S RIGHT TO ACCESS THESE CEREMONIES, A PROCEDURE HAS BEEN PUT IN PLACE. CONTINUING EDUCATION IS ALSO PROVIDED TO MEMBERS OF THE MEDICAL COMMUNITY ON AN ON-GOING BASIS. IN ADDITION, ST. PETER'S HEALTH HAD 10,000 VOLUNTEER HOURS FROM THE COMMUNITY ASSISTING IN A VARIETY OF ROLES WITHIN THE ORGANIZATION. ST. PETER'S HEALTH MAKES CASH AND IN-KIND DONATIONS TO A VARIETY OF ORGANIZATIONS WITHIN THE COMMUNITY. THIS INCLUDES, BUT IS NOT LIMITED TO, HELENA FOOD SHARE, HELENA EDUCATION FOUNDATION, CARROLL COLLEGE, NAMI, THE PRICKLY PEAR LAND TRUST, GREAT DIVIDE SKI PATROL, AND MORE. DONATIONS WERE MADE TO ASSIST THESE COMMUNITY SPONSORS IN THEIR VARIOUS PROGRAMS. true ST PETERS HOSPITAL FOUNDATION 2475 BROADWAY HELENA MT 59601 810392270 501(c)(3) 114721 ASSISTANCE FUND GREAT DIVIDE SKI PATROL FOUNDATION 7385 Belmont Dr Marysville MT 59640 874122215 501(c)(3) 10000 SKI HILL CLINIC AND MEDICAL EQUIPMENT HELENA FOOD SHARE PO Box 943 HELENA MT 59624 363507623 501(c)(3) 20000 Healthy Food Initiative Prickly Pear Land Trust 40 West Lawrence St Suite A Helena MT 59624 810506868 501(c)(3) 5500 SPONSORSHIP Girls Thrive PO Box 1771 HELENA MT 59624 810732047 501(c)(3) 6750 Support Organization 5 SCHEDULE I, PART I, LINE 2 ORGANIZATION'S PROCEDURES FOR MONITORING USE OF GRANT FUNDS: SUPPORT IS PROVIDED TO ST. PETERS HOSPITAL FOUNDATION, A RELATED ORGANIZATION, FOR THE FOUNDATION'S EMPLOYEE EMERGENCY ASSISTANCE FUND. MONITORING IS DONE BY COMMITTEES THAT MEET INFORMALLY WHEN THERE ARE REQUESTS BY STAFF FOR ASSISTANCE. THE REQUESTS ARE REVIEWED BY THE COMMITTEE TO DETERMINE IF THEY ARE ELIGIBLE, WHETHER THEY HAVE FREQUENT REQUESTS, AND IF THE NEED IS SUCH THAT THE FUNDS SHOULD BE GRANTED. THE ORGANIZATION ALSO PROVIDES SUPPORT TO A VARIETY OF ORGANIZATIONS WITHIN THE COMMUNITY TO ASSIST THEM IN THEIR VARIOUS PROGRAMS. ST. PETER'S HEALTH PR & MARKETING DEPARTMENT CAPTURES SPONSORSHIP AND DONATION REQUESTS [CONTRIBUTION REQUESTS] THROUGH A SPECIFIC APPLICATION AND GUIDELINE FORM BUILT INTO OUR WEBSITE (SPHEALTH.ORG). THE FORM BEGINS WITH OUTLINING THE HOSPITAL'S GUIDELINES FOR GIVING AND SUPPORTING, I.E., MUST BE RELATED TO HEALTH AND WELLNESS, THE ORGANIZATION OR ACTIVITY MUST BE WITHIN OUR FIVE-COUNTY SERVICE AREA, MUST BE A TAX-EXEMPT 501(C)(3) NONPROFIT, PUBLIC AGENCY OR SCHOOL, FUNDS ARE GENERALLY DENIED FOR POLITICAL ACTIVITIES, RELIGIOUS PURPOSES, ETC. ONCE THE REQUEST IS RECEIVED, IT IS REVIEWED BY PR & MARKETING TEAM MEMBERS TO ENSURE THE ASK MEETS OUR GUIDELINES, AND THEN APPROVALS ARE DONE VIA EMAIL. THE APPROVAL EMAIL OUTLINES THE AMOUNT THAT WILL BE COVERED AND VERBALIZES HOW THE FUNDS WILL BE USED (AS OUTLINED PER THE GUIDELINES ON THE ORIGINAL FORM). X true true X X X X false true false false false false false true false CHRISTOPHER LINDSAY MD 697607 0 454179 0 41000 0 18300 0 13632 0 1224718 0 0 0 BRANDON NEWGARD MD 528093 0 342670 0 21828 0 18300 0 32466 0 943357 0 0 0 LAUREN SHEA MD 657150 0 219443 0 87431 0 18300 0 22916 0 1005240 0 0 0 KEVIN BROWN DO 372501 0 331194 0 41548 0 18300 0 32220 0 795763 0 0 0 TIMOTHY GROSSMAN MD 429640 0 234621 0 48783 0 0 0 28343 0 741387 0 0 0 WADE JOHNSON CEO, EX OFFICIO, NON-VOTING 587885 0 157076 0 49364 0 203130 0 32583 0 1030038 0 0 0 TODD WAMPLER PRESIDENT SPMG 328436 0 70745 0 20747 0 0 0 31930 0 451858 0 41268 0 NATHAN COBURN CFO 274903 0 62421 0 41879 0 18300 0 33822 0 431325 0 36412 0 RYAN WINN CIO 287253 0 60000 0 21874 0 18300 0 29413 0 416840 0 35000 0 BRIAN LEE VP of Operations 210500 0 48402 0 21016 0 16839 0 34891 0 331648 0 28235 0 KERRY HALE CHIEF OF STAFF, EX OFFICIO 132615 0 69536 0 34318 0 13554 0 29984 0 280007 0 0 0 SHELLY HARKINS CMO 56960 0 86803 0 23660 0 10773 0 35436 0 213632 0 0 0 SCHEDULE J, PART I, LINE 1A INFORMATION REGARDING BENEFITS PROVIDED: THE ORGANIZATION PURCHASED A SOCIAL CLUB MEMBERSHIP UTILIZED FOR DEVELOPMENT AND OTHER APPROPRIATE BUSINESS PURPOSES BY THE CEO AND OTHER EMPLOYEES ON BEHALF OF THE HOSPITAL AND ITS RELATED FOUNDATION. SCHEDULE J, PART I, LINE 4B NONQUALIFIED RETIREMENT PLAN: THE ORGANIZATION CONTRIBUTED $184,830 TO A 457(F) PLAN ON BEHALF OF WADE JOHNSON. SCHEDULE J, PART II, COLUMN (F) DESCRIPTION OF COMPENSATION REPORTED IN A PRIOR PERIOD: THE AMOUNTS LISTED IN COLUMN F ARE THE ACCRUAL PAYOUTS OF THE BONUSES THAT LINE 7 DISCUSSES. THE AMOUNTS IN COLUMN F ARE THE ACCRUALS FROM 2021 CALENDAR YEAR THAT ARE PAID OUT IN 2022. $36,412 - NATHAN COBURN $41,268 - TODD WAMPLER $35,000 - RYAN WINN $28,235 - BRIAN LEE A MONTANA FACILITY FINANCE AUTHORITY 810302402 2013-03-13 23000000 REFINANCE 2004 BOND SERIES false false false B MONTANA FACILITY FINANCE AUTHORITY 364615155 2015-04-29 14945000 REFINANCE 2007 BOND SERIES false false false C MONTANA FACILITY FINANCE AUTHORITY 364615155 2021-05-28 23000000 FINANCE EQUIPMENT false false false A 17180000 0 21435064 0 0 0 349297 0 0 0 21085703 0 2013 false true true true B 10140000 0 14945000 0 0 0 253212 0 0 0 14691787 0 2015 false true true true C 4268014 0 23000000 0 0 0 86400 0 0 14632835 0 8280765 false false false true A false true false false 0 false false false true B false true false false 0 false false false true C false false false false 0 false false false true A false false false true false false 0 false 0 false true B false false false true false false 0 false 0 false true C false true false false false false 0 false 0 false true A true B true C true SCHEDULE K, PART III, LINE 4 & 5 THERE IS A SMALL AMOUNT OF USE OF THE FINANCED PROPERTY BY HEALTH CARE ORGANIZATIONS OTHER THAN A 501(C)(3) ORGANIZATION, BUT THE USE QUALIFIED FOR AN EXCEPTION TO UBI, THEREFORE IS NOT CONSIDERED PRIVATE BUSINESS USE. SCHEDULE K, PART IV, LINE 2C (COLUMN A) THE REBATE COMPUTATION FOR THE 2013 BOND ISSUE IN COLUMN A WAS PERFORMED ON JULY 31, 2022 FOR THE PERIOD FROM JUNE 2, 2017 THROUGH JUNE 1, 2022. SCHEDULE K, PART IV, LINE 2C (COLUMN B) THE REBATE COMPUTATION FOR THE 2015 BOND ISSUE IN COLUMN B WAS PERFORMED ON AUGUST 19,2019 FOR THE PERIOD FROM APRIL 29, 2015 TO JUNE 1, 2019. Shelly HArkins See PArt V Split Dollar Life X 34614 701322 false true true 701322 Dr Lee Harrison See Part V Employment Wages DR LEE HARRISON SEE PART V EMPLOYMENT WAGES SCHEDULE L, PART II, COLUMN B RELATIONSHIP With THE ORGANIZATION: Shelly Harkins is the Chief Medical Officer and a Key Employee of the St. Peter's Health. Shelly Harkins's loan from St. Peter's Health is For a Split-Dollar Life Insurance policy. FORM 990, PART VI, SECTION B, LINE 11B PROCESS TO REVIEW THE FORM 990: A DRAFT OF THE FORM 990 IS REVIEWED BY THE CEO, CFO AND FINANCE COMMITTEE. A COPY OF THE FINAL FORM 990 IS PROVIDED TO THE FULL BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT-OF-INTEREST POLICY: THE CONFLICT-OF-INTEREST POLICY COVERS ALL BOARD MEMBERS, OFFICERS, SENIOR ADMINISTRATION AND KEY EMPLOYEES. THE BOARD IDENTIFIES POTENTIAL CONFLICTS AND DETERMINES IF VOTING ON RELATED ITEMS WOULD BE A CONFLICT OF INTEREST. IF A CONFLICT IS DETERMINED TO EXIST, THE CONFLICTED INDIVIDUAL IS EXCLUDED FROM VOTING ON THE CONFLICTED ITEM. ALL EMPLOYEES SUBMIT A CONFLICT-OF-INTEREST FORM UPON HIRE AND ANNUALLY THEREAFTER. ACTUAL CONFLICTS ARE REVIEWED BY THE CORPORATE COMPLIANCE OFFICER. FORM 990, PART VI, SECTION B, LINE 15A REVIEW OF CEO AND OTHER OFFICER OR KEY EMPLOYEES COMPENSATION: AN INDEPENDENT CONSULTANT IS HIRED TO REVIEW COMPENSATION FOR THE CEO AND OTHER KEY OFFICERS AND EMPLOYEES. IN AUGUST 2022, SULLIVAN COTTER WAS RETAINED TO COMPLETE A TOTAL COMPENSATION ANALYSIS FOR THE TOP LEADERSHIP TEAM INCLUDING THE CEO. SULLIVAN COTTER EVALUATED THE TOTAL COMPENSATION PROGRAM TO ENSURE THE STRUCTURE OF THE COMPENSATION COMPONENTS AND TOTAL VALUE WERE COMPETITIVE AND ALIGNED WITH THE EXECUTIVE COMPENSATION STRATEGY. IN ADDITION, SULLIVAN COTTER PROVIDED COMPETITIVE MARKET INFORMATION TO SUPPORT RECOMMENDATIONS FOR EACH EXECUTIVE POSITION. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AND APPROVES SALARY ADJUSTMENTS FOR THE CEO AND OTHER KEY OFFICERS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC: THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9 OTHER CHANGE IN NET ASSETS: 1,234,359 - CHANGE IN INTEREST IN SPH FOUNDATION 13,498,310 - MINIMUM PENSION LIABILITY ADJUSTMENT 14,732,669 - TOTAL FORM 990 PART IX LINE 11G DESCRIPTION:PREVENTATIVE MAINTENACE TOTAL FEES:9499168 FORM 990 PART IX LINE 11G DESCRIPTION:OTHER PURCHASED SERVICES TOTAL FEES:8469838 FORM 990 PART IX LINE 11G DESCRIPTION:PHYSICIAN FEES TOTAL FEES:8162895 FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTING TOTAL FEES:5573591 FORM 990 PART IX LINE 11G DESCRIPTION:REFERENCE LAB TOTAL FEES:1978492 FORM 990 PART IX LINE 11G DESCRIPTION:COLLECTIONS TOTAL FEES:730990 FORM 990 PART IX LINE 11G DESCRIPTION:MEDICAL ADVOCACY TOTAL FEES:102060 FORM 990 PART IX LINE 11G DESCRIPTION:ANSWERING SERVICES TOTAL FEES:16826 FORM 990 PART IX LINE 11G DESCRIPTION:TRANSCRIPTION FEES TOTAL FEES:229 ST PETER'S HEALTH FOUNDATION 2475 BROADWAY HELENA MT 59601 810392270 FUNDRAISING MT 501(C)(3) 7 SPH true PEAK HEALTH REALTY LLC 2475 BROADWAY HELENA MT 59601 272492966 RENTAL PROPERTY MT SPH UNRELATED 123635 3938055 false false 0.65000 PEAK HEALTH HELENA LLC 2475 BROADWAY HELENA MT 59601 272493096 HEALTH CLUB MT SPH UNRELATED 151861 200338 false false 0.65000 false true true false false false false false false false true true true true true false false false true ST PETER'S HEALTH FOUNDATION B 114721 INTERCO AMOUNT ST PETER'S HEALTH FOUNDATION C 1981985 INTERCO AMOUNT PEAK HEALTH REALTY LLC S 260000 FMV PEAK HEALTH HELENA LLC S 114400 FMV