2024-05-14T08:42:35-04:00 2023-06-30 990 2022-07-01 381415623 PAUL OLIVER MEMORIAL HOSPITAL PAUL 2313529621 1105 SIXTH STREET TRAVERSE CITY MI 49684 PAUL KONOPACKI CFO 2313529621 2024-05-10 PAUL KONOPACKI 999009999 false 2022 2023-04-26 12:10:37Z KELLY TOMASZEWSKI 1105 SIXTH ST TRAVERSE CITY MI 49684 25387615 false X WWW.MUNSONHEALTHCARE.ORG X 1944 MI PAUL OLIVER MEMORIAL HOSPITAL AND ITS PARTNERS WORK TOGETHER TO PROVIDE SUPERIOR QUALITY CARE AND PROMOTE COMMUNITY HEALTH. 22 20 264 20 0 2543200 1154052 24786687 24189084 361450 853 77811 42897 27769148 25386886 0 0 13719798 13594205 0 27384 9631584 11324482 23351382 24918687 4417766 468199 28215616 19144393 3770573 3904796 24445043 15239597 AS A VITAL PART OF MUNSON HEALTHCARE, PAUL OLIVER MEMORIAL HOSPITAL EXISTS TO DELIVER COMPREHENSIVE QUALITY CARE TO PATIENTS IN PARTNERSHIP WITH PHYSICIANS. false false 20837774 24188355 EXPENSES INCURRED WHILE PROVIDING HOSPITAL SERVICES TO THE RESIDENTS OF BENZIE COUNTY AND THE SURROUNDING AREA WHILE FULFILLING THE HOSPITAL'S MISSION TO PROVIDE HEALTHCARE IN THE COMMUNITY. PAUL OLIVER MEMORIAL HOSPITAL HAD 19 INPATIENT ADMISSIONS IN FISCAL YEAR 2023 AND OVER 42,900 OUTPATIENT VISITS. THE HOSPITAL SERVED 119 SURGICAL CASES AND OVER 5,800 EMERGENCY ROOM VISITS. PAUL OLIVER MEMORIAL HOSPITAL ACCEPTS ALL PATIENTS, REGARDLESS OF ABILITY TO PAY. THE HOSPITAL HAS 47 ACTIVE MEDICAL STAFF AND 20 VOLUNTEERS. 20837774 true true false true false false false false false false true false false false true false false true false false false false false false false false true true false false true false false false false false false true false false false false false false true true true false false true 23 0 true 264 true false false false false false false false false false false false false X 22 20 false false false false true true true true true false false true true true true true true true true false X NICOLE SULAK MUNSON HEALTHCARE 2319357777 4230 COPPER RIDGE DR TRAVERSE CITY MI 49684 EDWIN A NESS DIRECTOR 1.00 40.00 X 0 2074924 229071 LAURA GLENN COO MHC SYST 2.00 40.00 X 0 692839 103817 ALICIA MAITLAND CFO PT-YR 2.00 40.00 X 0 435628 27634 CASEY KANDOW VP ANCILLARY 2.00 40.00 X 0 428900 27931 ELLEN SMITH PRES AMB SER 2.00 40.00 X 0 380194 57688 TONYA SMITH DIRECTOR 1.00 40.00 X 0 412863 22637 PETER MARINOFF FORMER PRESI 40.00 X 0 349830 69942 MARK KUIPER MD PHYSICIAN 40.00 X 327127 0 37334 JAMES BARKER PRESIDENT PT 2.00 40.00 X X 0 338180 16504 KATHLEEN MALY INTERIM CFO 2.00 40.00 X 0 288390 32174 ROB RICHARDSON VP FACILITIE 2.00 40.00 X 0 261505 52067 KELLY TOMASZEWSKI PRESIDENT PT 2.00 40.00 X X 0 247016 48082 NANCY SMITH MD PHYSICIAN 40.00 X 258069 0 24254 KATHLEEN LARAIA VP ONCOLOGY 2.00 40.00 X 0 218881 32198 KRISTINE JOHNSON LTC DIRECTOR 40.00 X 197396 0 39003 TODD RICHARDS PHYSICIAN AS 40.00 X 187620 0 14833 DARREN HODGES DIRECTOR PHY 2.00 40.00 X 0 173025 27161 LUKE HOLLY PHYSICIAN AS 40.00 X 164428 0 26062 KEITH EATON MD PHYSICIAN 40.00 X 182532 0 5226 THEODORE BATZER DIRECTOR 1.00 X 0 5000 0 KENNETH BLOEM VICE CHAIR 2.00 X X 0 5000 0 NICK CEGLAREK DIRECTOR 1.00 X 0 5000 0 ALAN CONRAD DIRECTOR 1.00 X 0 5000 0 CASEY COWELL DIRECTOR 1.00 X 0 5000 0 TOM VERYSER DDS DIRECTOR 1.00 X 0 5000 0 KATHY DIXON DIRECTOR 1.00 X 0 5000 0 MARLENE HULTEEN DIRECTOR 1.00 X 0 5000 0 DOUG LUCIANI DIRECTOR 1.00 X 0 5000 0 DAVID MCCURDY DIRECTOR 3.00 X 0 5000 0 RUTH HOPPE MD SECRETARY 3.00 X X 0 5000 0 KIM MORLEY DIRECTOR 1.00 X 0 5000 0 TIM NELSON TREASURER 3.00 X X 0 5000 0 BRIAN POSTMA DIRECTOR 2.00 X 0 5000 0 OWEN ROBERTS DIRECTOR 2.00 X 0 5000 0 MICHELLE RUSSELL DIRECTOR 1.00 X X 0 5000 0 MARY SANDERS DIRECTOR 2.00 X 0 5000 0 KRISTINE THOMAS DIRECTOR 2.00 X 0 5000 0 ELAINE WOOD CHAIR 3.00 X X 0 5000 0 BRUCE ZENNER DIRECTOR 1.00 X 0 5000 0 MATT BULLOCH DIRECTOR 1.00 X 0 0 0 DAVE MENGEBIER DIRECTOR 2.00 X 0 0 0 BEN MULADORE DIRECTOR 1.00 X 0 0 0 SAKURA TAKANO DIRECTOR 1.00 X 0 0 0 1317172 6402175 893618 20 true true false HALLMARK HEALTHCARE SOLUTIONS PO BOX 22937 NEW YORK NY 100872938 STAFFING 845205 SODEXO INC AND AFFILIATES PO BOX 360170 PITTSBURGH PA 152516170 FOOD SERVICE 287222 UNIMED MOBILE MRI LLC PO BOX 19532 IRVINE CA 92623 MRI UNIT RENTAL 269514 CANON MEDICAL SYSTEMS USA INC PO BOX 7476 CAROL STREAM IL 601977476 EQUIPMENT MAINT 110071 TRANE PO BOX 98167 CHICAGO IL 60693 HVAC SERVICE 107388 5 862030 292022 1154052 MEDICARE AND MEDICAID PMTS 621990 13129575 13129575 PATIENT SERVICE REVENUE 621990 10449032 10449032 340B PRESCRIPTION REVENUE 713940 197547 197547 QUALITY INCENTIVE PAYMENTS 624410 126868 126868 COMMUNITY FITNESS CENTER 531120 121480 121480 164582 164582 24189084 1582 1582 8512 8512 8512 8512 729 -729 -729 -729 CAFETERIA SALES 722210 34385 34385 34385 25386886 24188355 44479 248831 245831 3000 10796277 10506453 289824 487528 474062 13466 1304886 1269616 35270 756683 736550 20133 19510 19510 2476 2476 2195361 2182083 13278 1707 1707 187521 145681 41840 275380 272437 2943 674792 673709 1083 32090 32090 21037 21037 120144 100468 19676 813576 680337 133239 122280 78711 43569 SHARED SERVICES 3845859 428707 3389768 27384 MEDICAL SUPPLIES 1965777 1965777 QAAP TAXES 484790 484790 BAD DEBT 306278 306278 255904 231450 24454 24918687 20837774 4053529 27384 1250 1250 7838851 7195308 3474390 3352846 29576 104341 25772951 17876104 6748453 7896847 6107956 3565689 449451 593801 28215616 19144393 2187353 1973028 1583220 1931768 3770573 3904796 X 20879354 15239597 3565689 24445043 15239597 28215616 19144393 X 468199 -9673645 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 2476 2476 false SCHEDULE C, PART II-B, LINE 1 OTHER ACTIVITIES INDICATE THE PORTION OF DUES ALLOCATED TO LOBBYING EXPENSES PAID TO THE AMERICAN HOSPITAL ASSOCIATION. 192846 192846 16109698 11377337 4732361 208226 152160 56066 7619772 6158302 1461470 1642409 188305 1454104 7896847 RESERVE FOR THIRD PARTY SETTLEMENTS 840854 ESTIMATED THIRD PARTY SETTLEMENTS 611501 LONG TERM OPERATING LEASE LIABILITY 271964 SHORT TERM OPERATING LEASE LIABILITY 202914 CAPITAL LEASE 4535 1931768 true true X true X true X true true false true true 84988 84988 0.00350 3198626 1814458 1384168 0.05620 3283614 1814458 1469156 0.05970 23216 23216 0.00090 1028 1028 4785766 3753111 1032655 0.04200 30900 30900 0.00130 4840910 3753111 1087799 0.04420 8124524 5567569 2556955 0.10390 873 873 1814 1814 0.00010 2687 2687 0.00010 true 306278 233764 3877109 3791480 85629 X true true 1 1 PAUL OLIVER MEMORIAL HOSPITAL 224 PARK AVE FRANKFORT MI 49635 WWW.MUNSONHEALTHCARE.ORG 1060000108 X X X X PAUL OLIVER MEMORIAL HOSPITAL 1 false false true X X X X X X X X X X 21 true true true true X HTTPS://TINYURL.COM/YSZBXMYS X true 22 true HTTPS://TINYURL.COM/YSZBXMYS false true X 200.000000000000 400.000000000000 X X X X X true true X X X true X HTTPS://TINYURL.COM/2TNSZ8PS X HTTPS://TINYURL.COM/2TNSZ8PS X HTTPS://TINYURL.COM/2TNSZ8PS X X X X X X X true X false X X X X X true X false false FACILITY 1, PAUL OLIVER MEMORIAL HOSPITAL - PART V, LINE 3E YES, THE SIGNIFICANT HEALTH NEEDS ARE A PRIORITIZED DESCRIPTION OF THE SIGNIFICANT HEALTH NEEDS OF THE COMMUNITY AND WERE IDENTIFIED THROUGH THE CHNA. FACILITY 1, PAUL OLIVER MEMORIAL HOSPITAL - PART V, LINE 5 WE ARE FOLLOWING THE MOBILIZING FOR ACTION THROUGH PLANNING AND PARTNERSHIP FRAMEWORK TO GUIDE OUR PROCESS WHICH INCLUDES FOUR ASSESSMENTS TO GATHER INPUT. 1.COMMUNITY THEMES AND STRENGTHS ASSESSMENT: THIS ASSESSMENT PROVIDES A DEEP UNDERSTANDING OF THE ISSUES THAT RESIDENTS FEEL ARE SIGNIFICANT BY ANSWERING THE FOLLOWING QUESTIONS: WHAT IS IMPORTANT TO OUR COMMUNITY?; HOW IS QUALITY PERCEIVED IN OUR COMMUNITY?; WHAT ASSETS DO WE HAVE THAT CAN BE USED TO IMPROVE WELLBEING? IT CONSISTED OF THREE SURVEYS: COMMUNITY SURVEY, HEALTHCARE PROVIDER SURVEY, AND PULSE SURVEY. RESULTS FROM EACH WERE ANALYZED BY COUNTY, HOSPITAL SERVICE AREA, AND THE THREE MITHRIVE REGIONS. 2.COMMUNITY HEALTH STATUS ASSESSMENT: THE COMMUNITY HEALTH STATUS ASSESSMENT IDENTIFIES PRIORITY COMMUNITY HEALTH AND QUALITY OF LIFE ISSUES. IT ANSWERS THE QUESTIONS, HOW HEALTHY ARE OUR RESIDENTS? AND WHAT DOES THE HEALTH STATUS OF OUR COMMUNITY LOOK LIKE? ITS PURPOSE IS TO COLLECT QUANTITATIVE SECONDARY DATA ABOUT THE HEALTH AND WELL-BEING OF RESIDENTS AND COMMUNITIES. WE COLLECTED APPROXIMATELY 100 STATISTICS, BY COUNTY, FOR THE 31-COUNTY REGION FROM RELIABLE SOURCES SUCH AS THE MICHIGAN DEPARTMENT OF HEALTH AND HUMAN SERVICES, AND US THE CENSUS BUREAU. 3.COMMUNITY SYSTEM ASSESSMENT: THE COMMUNITY SYSTEM ASSESSMENT FOCUSES ON ORGANIZATIONS THAT CONTRIBUTE TO WELL-BEING. IT ANSWERS THE QUESTIONS, WHAT ARE THE COMPONENTS, ACTIVITIES, COMPETENCIES, AND CAPACITIES IN THE REGIONAL SYSTEM? AND HOW ARE SERVICES BEING PROVIDED TO OUR RESIDENTS? FIRST, COMMUNITY-WIDE VIRTUAL MEETINGS WERE CONVENED IN THE NORTHWEST, NORTHEAST, AND NORTH CENTRAL MITHRIVE REGIONS WHERE PARTICIPANTS DISCUSSED VARIOUS ATTRIBUTES OF THE COMMUNITY SYSTEM. THESE WERE FOLLOWED BY RELATED DISCUSSIONS AT LOCAL COMMUNITY COLLABORATIVE MEETINGS. 4.FORCES OF CHANGE ASSESSMENT: THE FORCES OF CHANGE ASSESSMENT IDENTIFIES FORCES SUCH AS LEGISLATION, TECHNOLOGY, AND OTHER FACTORS THAT AFFECT THE COMMUNITY CONTEXT. IT ANSWERS THE QUESTIONS, WHAT IS OCCURRING OR MIGHT OCCUR THAT AFFECTS THE HEALTH OF OUR COMMUNITY OR THE LOCAL SYSTEM? AND WHAT SPECIFIC THREATS OR OPPORTUNITIES ARE GENERATED BY THESE OCCURRENCES? LIKE THE COMMUNITY SYSTEM ASSESSMENT, THE FORCES OF CHANGE ASSESSMENT WAS COMPOSED OF COMMUNITY MEETINGS CONVENED VIRTUALLY IN THE NORTHWEST, NORTHEAST, AND NORTH CENTRAL REGIONS. AS ONE OF THE FIRST STEPS OF ACHIEVING HEALTH EQUITY IS TO UNDERSTAND CURRENT HEALTH DISPARITIES, WE INVITED DIVERSE COMMUNITY PARTNERS TO JOIN THE MITHRIVE STEERING COMMITTEE, DESIGN TEAM, AND WORKGROUPS, AND WE GATHERED PRIMARY AND SECONDARY DATA FROM MEDICALLY UNDERSERVED, MINORITY, AND LOW-INCOME POPULATIONS IN EACH OF THE FOUR MITHRIVE ASSESSMENTS, BY THE FOLLOWING METHODS: CROSS-TABULATING DEMOGRAPHIC INDICATORS SUCH AS AGE, RACE, AND SEX FOR THE COMMUNITY THEMES AND STRENGTHS ASSESSMENT ENGAGING RESIDENTS EXPERIENCING BARRIERS TO SOCIAL DETERMINANTS OF HEALTH AND ORGANIZATIONS THAT SERVE THEM IN THE COMMUNITY SYSTEM ASSESSMENT, COMMUNITY THEMES AND STRENGTHS ASSESSMENT, AND FORCES OF CHANGE ASSESSMENT REACHING OUT TO MEDICALLY UNDERSERVED AND LOW-INCOME POPULATIONS THROUGH PULSE SURVEYS ADMINISTERED BY ORGANIZATIONS THAT SERVE THEM INCREASING INCLUSION OF PEOPLE WITH DISABILITIES IN THE COMMUNITY HEALTH NEEDS ASSESSMENT THROUGH PARTNERSHIP WITH THE DISABILITY NETWORK OF NORTHERN MICHIGAN SURVEYING PROVIDERS WHO CARE FOR PATIENTS/CLIENTS ENROLLED IN MEDICAID HEALTH PLANS RECRUITING 1) RESIDENTS EXPERIENCING BARRIERS TO SAFE, AFFORDABLE, AND ACCESSIBLE HOUSING; HEALTHY FOOD; TRANSPORTATION OPTIONS; AND OTHER SOCIAL DETERMINANTS OF HEALTH AND 2) REPRESENTATIVES FROM THE DIVERSE ORGANIZATIONS THAT SERVE THEM TO MITHRIVE DATA WALKS AND PRIORITY-SETTING EVENTS FACILITY 1, PAUL OLIVER MEMORIAL HOSPITAL - PART V, LINE 6A MITHRIVE WAS IMPLEMENTED ACROSS A 31-COUNTY REGION THROUGH A PARTNERSHIP OF HOSPITAL SYSTEMS, LOCAL HEALTH DEPARTMENTS, AND OTHER COMMUNITY PARTNERS. OUR AIM IS TO LEVERAGE RESOURCES AND REDUCE DUPLICATION WHILE STILL ADDRESSING UNIQUE LOCAL NEEDS FOR HIGH QUALITY, COMPARABLE, COUNTY-LEVEL DATA. THE 2021 MITHRIVE COMMUNITY HEALTH NEEDS ASSESSMENT UTILIZED THREE REGIONS: NORTHWEST, NORTHEAST, AND NORTH CENTRAL. ALL OF THE MUNSON HEALTHCARE HOSPITALS WORKED TOGETHER ON REGIONAL CHNA EFFORTS AS PART OF THE MITHRIVE REGIONAL CHNA INITIATIVE. THESE INCLUDE: MUNSON MEDICAL CENTER, MUNSON HEALTHCARE CADILLAC, MUNSON HEALTHCARE GRAYLING, PAUL OLIVER MEMORIAL HOSPITAL, MUNSON HEALTHCARE CHARLEVOIX HOSPITAL, MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL, MUNSON HEALTHCARE MANISTEE HOSPITAL, AND KALKASKA MEMORIAL HEALTH CENTER. IN ADDITION, HOSPITALS FORM THE MCLAREN AND SPECTRUM HEALTH SYSTEMS COLLABORATED ON THIS EFFORT. FACILITY 1, PAUL OLIVER MEMORIAL HOSPITAL - PART V, LINE 6B IN ADDITION TO DOZENS OF LOCAL AND REGIONAL ORGANIZATIONS, ALL HEALTH DEPARTMENTS IN THE REGION SERVED PARTICIPATED, INCLUDING: GRAND TRAVERSE HEALTH DEPARTMENT, DISTRICT HEALTH DEPARTMENT 10, HEALTH DEPARTMENT OF NORTHWEST MICHIGAN, BENZIE LEELANAU DISTRICT HEALTH DEPARTMENT, CENTRAL MICHIGAN DISTRICT HEALTH DEPARTMENT, DISTRICT HEALTH DEPARTMENT 2, DISTRICT HEALTH DEPARTMENT 4. FACILITY 1, PAUL OLIVER MEMORIAL HOSPITAL - PART V, LINE 7A HTTPS://WWW.MUNSONHEALTHCARE.ORG/SERVICES/COMMUNITY-HEALTH/COMMUNITY- HEALTH-NEEDS-ASSESSMENT/COMMUNITY-HEALTH-NEEDS-ASSESSMENT FACILITY 1, PAUL OLIVER MEMORIAL HOSPITAL - PART V, LINE 10A HTTPS://WWW.MUNSONHEALTHCARE.ORG/SERVICES/COMMUNITY-HEALTH/COMMUNITY- HEALTH-NEEDS-ASSESSMENT/COMMUNITY-HEALTH-NEEDS-ASSESSMENT FACILITY 1, PAUL OLIVER MEMORIAL HOSPITAL - PART V, LINE 11 WE IDENTIFIED STRATEGIC ISSUES AS PART OF THE MITHRIVE COLLABORATIVE. STRATEGIC ISSUES ARE BROADER THAN INDIVIDUAL HEALTH CONDITIONS, AND REPRESENT UNDERLYING CHALLENGES THAT NEED TO BE ADDRESSED, WHICH WOULD LEAD TO IMPROVEMENT IN HEALTH CONDITIONS. EACH STRATEGIC ISSUE SHOULD IMPACT MORE THAN ONE HEALTH CONDITION. THE TOP PRIORITY ISSUES TO BE ADDRESSED: MENTAL HEALTH AND SUBSTANCE USE DISORDERS SAFE, AFFORDABLE AND ACCESSIBLE HOUSING ACCESS TO HEALTHCARE CHRONIC DISEASE A COMPLETE LIST OF STRATEGIES PLANNED TO ADDRESS THE PRIORITIZED NEEDS MAY BE VIEWED WITHIN THE CHNA IMPLEMENTATION PLAN. GENERALLY, THE HOSPITAL SYSTEM IS COMMITTED TO PROVIDING RESOURCES TO SUPPORT PROGRAMMING, PARTICIPATION IN COLLABORATIVE PROJECTS, BOARDS, AND SUPPORT FOR OTHER COMMUNITY IMPROVEMENT PROJECTS RELATED TO OUR PRIORITY STRATEGIC ISSUES. IN ADDITION TO THE STRATEGIC ISSUES LISTED ABOVE, THE FOLLOWING CHALLENGES WERE ALSO UNCOVERED IN THE DATA: BROADBAND ACCESS COVID-19 ECONOMIC SECURITY EQUITY HEALTHY FOOD HEALTHY WEIGHT INFRASTRUCTURE FOR HEALTHY LIVES SAFETY AND WELL-BEING TRANSPORTATION MUNSON HEALTHCARE ACKNOWLEDGES THE WIDE RANGE OF ISSUES THAT EMERGED FROM THE CHNA PROCESS AND DETERMINED THAT WITH THE BROAD NATURE OF THE STRATEGIC ISSUES WE COULD EFFECTIVELY FOCUS ON ONLY THOSE ISSUES THAT WERE PRIORITIZED THE HIGHEST BY OUR COMMUNITY. HOWEVER, SOME OF THESE ISSUES INCLUDING EQUITYARE FOUNDATIONAL COMPONENTS OF ALL THE WORK OF THE ORGANIZATION AND WILL BE INDIRECTLY TARGETED THROUGH MANY OF THE STRATEGIES LISTED IN THIS PLAN. FACILITY 1, PAUL OLIVER MEMORIAL HOSPITAL - PART V, LINE 13H PATIENTS WHOSE FAMILY INCOME EXCEEDS 400% OF THE FPG MAY BE ELIGIBLE TO RECEIVE DISCOUNTED RATES ON A CASE-BY-CASE BASIS BASED ON THEIR SPECIFIC CIRCUMSTANCES AT THE SOLE DISCRETION OF MUNSON HEALTHCARE. FACILITY 1, PAUL OLIVER MEMORIAL HOSPITAL - PART V, LINE 16A HTTPS://WWW.MUNSONHEALTHCARE.ORG/PATIENTS-VISITORS/BILL-PAY/ FINANCIAL-ASSISTANCE FACILITY 1, PAUL OLIVER MEMORIAL HOSPITAL - PART V, LINE 16B HTTPS://WWW.MUNSONHEALTHCARE.ORG/PATIENTS-VISITORS/BILL-PAY/ FINANCIAL-ASSISTANCE FACILITY 1, PAUL OLIVER MEMORIAL HOSPITAL - PART V, LINE 16C HTTPS://WWW.MUNSONHEALTHCARE.ORG/PATIENTS-VISITORS/BILL-PAY/ FINANCIAL-ASSISTANCE FACILITY 1, PAUL OLIVER MEMORIAL HOSPITAL - PART V, LINE 16J IT IS THE GOAL OF MUNSON HEALTHCARE TO COMMUNICATE TO THE PATIENTS AND TO THE PUBLIC THE AVAILABILITY OF FINANCIAL ASSISTANCE TO THOSE WHO QUALIFY. THIS WILL BE ACHIEVED THROUGH ONE OR MORE OF THE FOLLOWING METHODS: INFORMATION BROCHURES AVAILABLE AT THE REGISTRATION DESKS; BROCHURES DISTRIBUTED TO ALL SELF-PAY PATIENTS; INFORMATION POSTED ON THE WEBSITE; STATEMENT ON BILLS; SIGNS IN THE REGISTRATION AREAS; AND CALLS MADE TO ALL SELF-PAY PATIENTS AFTER SERVICE. FACILITY 1, PAUL OLIVER MEMORIAL HOSPITAL - PART V, LINE 20E PAUL OLIVER MEMORIAL HOSPITAL (PAUL OLIVER) REVIEWS LARGE DOLLAR ACCOUNTS TO ENSURE ASSISTANCE HAS BEEN OFFERED TO PATIENTS BEFORE THE ACCOUNTS ARE TRANSFERRED TO A CREDIT AGENCY. ONCE AN ACCOUNT HAS BEEN TRANSFERRED TO A CREDIT AGENCY, THE AGENCY REVIEWS THE ACCOUNT TO SEE IF THE PATIENT WOULD BE A POSSIBLE CANDIDATE FOR FINANCIAL ASSISTANCE BEFORE FILING ANY LAWSUITS OR LIENS. PAUL OLIVER WILL NOT IMPOSE EXTRAORDINARY COLLECTIONS ACTIONS SUCH AS WAGE GARNISHMENTS, LIENS ON PRIMARY RESIDENCES, OR OTHER LEGAL ACTIONS FOR ANY PATIENT WITHOUT FIRST MAKING REASONABLE EFFORTS TO DETERMINE WHETHER THAT PATIENT IS ELIGIBLE FOR CHARITY CARE UNDER THIS FINANCIAL ASSISTANCE POLICY. REASONABLE EFFORTS SHALL INCLUDE: 1.VALIDATING THAT THE PATIENT OWES THE UNPAID BILLS AND THAT ALL SOURCES OF THIRD-PARTY PAYMENTS HAVE BEEN IDENTIFIED AND BILLED BY PAUL OLIVER; 2.DOCUMENTING THAT PAUL OLIVER HAS OR HAS ATTEMPTED TO OFFER THE PATIENT THE OPPORTUNITY TO APPLY FOR CHARITY CARE PURSUANT TO THIS POLICY AND THAT THE PATIENT HAS NOT COMPLIED WITH PAUL OLIVER'S APPLICATION REQUIREMENTS; 3.DOCUMENTING THAT THE PATIENT HAS BEEN OFFERED THE OPPORTUNITY TO ENTER INTO A PAYMENT PLAN BUT HAS NOT DONE SO, OR HAS ENTERED INTO A PAYMENT PLAN BUT HAS NOT HONORED THE TERMS OF THAT PLAN. THE METHOD IN WHICH PAUL OLIVER DOES THIS IS AS FOLLOWS: ALL STATEMENTS INCLUDE A STATEMENT REGARDING THE AVAILABILITY OF PAYMENT PLANS, FINANCIAL ASSISTANCE AND CHARITY CARE. PAUL OLIVER WORKS WITH THE COLLECTION AGENCIES TO IDENTIFY INDIVIDUALS THAT MAY QUALIFY FOR CHARITY. IF THEY FIND AN INDIVIDUAL, THEY MAY REFER THE PATIENT TO PATIENT ACCOUNTS FOR EVALUATION. ALL ACCOUNTS THAT ARE PATIENT-PAY RECEIVE A PHONE CALL TO MAKE THE PATIENT AWARE OF OUR FINANCIAL ASSISTANCE POLICY PRIOR TO THEM GOING TO COLLECTIONS. 2 BETSIE HOSICK HEALTH AND FITNESS CE 102 AIRPORT RD FRANKFORT MI 49635 CARDIAC REHABILITATION AND PHYSICAL THER MHC FRANKFORT SPECIALTY CLINICS 917 MAIN STREET FRANKFORT MI 49635 CARDIOLOGY, NEPHROLOGY, ORTHOPEDICS, URO SCHEDULE H, PART I, LINE 3C INCOME UP TO 200% OF THE FPG = 100% DISCOUNT ON CHARGES INCOME BETWEEN 201% AND 300% FPG = 75% DISCOUNT ON CHARGES INCOME BETWEEN 301% AND 400% FPG = 65% DISCOUNT ON CHARGES FAMILY INCOME MAY INCLUDE ALL INCOME ATTRIBUTABLE TO ALL MEMBERS OF THE FAMILY IN THE RESIDENCE, OTHER THAN MINIMAL AMOUNTS EARNED BY MINORS. FAMILY INCOME INCLUDES THE FOLLOWING WHEN COMPUTING FPG: EARNINGS, UNEMPLOYMENT COMPENSATION, WORKER'S COMPENSATION, SOCIAL SECURITY, SUPPLEMENTAL SECURITY INCOME, PUBLIC ASSISTANCE, VETERANS' PAYMENTS, SURVIVOR BENEFITS, PENSION OR RETIREMENT INCOME, INTEREST, DIVIDENDS, RENTS, ROYALTIES, INCOME FROM ESTATES, EDUCATIONAL ASSISTANCE, ALIMONY, CHILD SUPPORT, ASSISTANCE FROM OUTSIDE THE HOUSEHOLD, AND OTHER MISCELLANEOUS SOURCES; CASH, CHECKING AND SAVINGS BALANCES, MONEY MARKET ACCOUNTS, CERTIFICATES OF DEPOSIT, IRAS TRUSTS, INHERITANCES, ANNUITIES, SAVINGS BONDS, STOCKS, MUTUAL FUNDS, AND/OR CASH VALUE OF LIFE INSURANCE. SCHEDULE H, PART I, LINE 7G THE COSTS RELATED TO PHYSICIAN CLINICS IN SUBSIDIZED HEALTH SERVICES TOTAL 1,743,694. THESE COSTS ARE OFFSET BY RELATED REVENUES IN COMPUTING THE NET COMMUNITY BENEFIT. SCHEDULE H, PART I, LINE 7, COLUMN (F) TOTAL EXPENSES FROM FORM 990, PART IX, LINE 25, ARE 24,918,687. THE BAD DEBT EXPENSE INCLUDED IN THIS AMOUNT IS 306,278. THE NET EXPENSE OF 24,612,409 WAS USED FOR PURPOSES OF CALCULATING LINE 7, COLUMN (F). SCHEDULE H, PART I, LINE 7 COST VALUES FOR LINE 7 ARE BASED ON THE COST TO CHARGE RATIO COMPUTATION AND ACTUAL CASH PAID. SCHEDULE H, PART II PAUL OLIVER MEMORIAL HOSPITAL BELIEVES COMMUNITY BUILDING ACTIVITIES PROMOTE HEALTH BY ADDRESSING UNDERLYING COMMUNITY HEALTH CHALLENGES. COMMUNITY BUILDING WORK IS DONE AT THE CORPORATE LEVEL ON BEHALF OF THE HOSPITALS IN THE MUNSON HEALTHCARE SYSTEM. MUNSON HEALTHCARE HAS SHIFTED SIGNIFICANT RESOURCES TO THE DEVELOPMENT AND CONTINUATION OF REGION-WIDE COLLABORATIVES THAT ADDRESS ROOT CAUSES. CURRENT COMMUNITY BUILDING ACTIVITIES INCLUDE: THE NORTHERN MICHIGAN COMMUNITY HEALTH INNOVATION REGION (CHIR). THIS GROUP BRINGS TOGETHER CROSS-SECTOR PARTNERS, INCLUDING HEALTH DEPARTMENTS, BUSINESSES, RESIDENTS, AND HUMAN SERVICES TO ALIGN SYSTEMS AND PRIORITIES, DEVELOP A SHARED AGENDA, AND CO-LEAD STRATEGIES THAT TRANSFORM HEALTH AND WELLNESS IN NORTHERN MICHIGAN. THIS INTERDISCIPLINARY GROUP CONDUCTS A COLLABORATIVE, REGIONAL COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS, WITH CONTINUED COORDINATION AS IMPLEMENTATION PLANS ARE DEVELOPED AND IMPLEMENTED. THIS WORK ENSURES STRATEGIES ADDRESS ROOT CAUSES, REDUCE DUPLICATION OF EFFORTS, AND IMPROVE IMPACT. TOGETHER, THIS GROUP ALSO DEVELOPED AND CONTINUES TO SUPPORT THE COMMUNITY CONNECTIONS MODEL WHERE CLIENTS ARE UNIVERSALLY SCREENED IN A HEALTHCARE SETTING AND CONNECTED TO COMMUNITY HEALTH WORKERS FOR SUPPORT WITH BASIC NEEDS. THE BEHAVIORAL HEALTH INSTITUTE (BHI) WAS FORMED IN RESPONSE TO THE BEHAVIORAL HEALTH CRISIS IN OUR REGION. THIS GROUP DEVELOPED A SHARED ROADMAP, INCLUDING TWELVE ACTION TEAMS, EACH OF WHICH MUNSON CONTRIBUTES TO. RECENT ACCOMPLISHMENTS INCLUDE: LAUNCH OF FIRST EVER BEHAVIORAL HEALTH INTERNSHIP WEBSITE WITH SEARCHABLE OPPORTUNITIES AND RESOURCES TO HELP STUDENTS RELOCATE TO RURAL, NORTHERN MICHIGAN. STIGMA REDUCTION EFFORTS, INCLUDING SURVEYS TO BETTER UNDERSTAND COMMUNITY PERCEPTIONS AROUND MENTAL ILLNESS AND SUBSTANCE USE DISORDER, VIDEO-BASED STORIES HIGHLIGHTING PEOPLE WITH LIVED EXPERIENCES, AND A YOUTH PHOTOVOICE PROJECT TO EDUCATE AUDIENCES AND ENCOURAGE FURTHER LEARNING. THE DEVELOPMENT OF A HEALTHY WORKPLACES = THRIVING EMPLOYEES TOOLKIT AND A LUNCH AND LEARN WEBINAR SERIES FOCUSED ON ACTIONABLE STRATEGIES TO HELP EMPLOYERS BETTER SUPPORT AND RETAIN THEIR BEHAVIORAL HEALTH PROVIDERS. DEVELOPMENT OF A COLLABORATIVE MODEL AND SUCCESSFUL GRANT APPLICATION TO FUND THE GRAND TRAVERSE CENTER FOR MENTAL WELLNESS CENTER, WHICH WILL PLAY AN IMPORTANT ROLE IN PEDIATRIC MENTAL HEALTH AND CRISIS STABILIZATION SERVICES. COMMUNITY HEALTH WORKER PILOT PROGRAMS IN MULTIPLE AREA SCHOOLS AND THE DEVELOPMENT OF A CHW NAVIGATOR TRAINING TO BETTER COORDINATE THE EXISTING, DISPARATE CHW SERVICES IN THE AREA. MUNSON HEALTHCARE ALSO LEADS THE REGION 2 AND 3 REGIONAL PERINATAL QUALITY COLLABORATIVE (RPQC). THE RPQC ADDRESSES ROOT CAUSES OF COMPLEX HEALTH ISSUES USING BOTH COMMUNITY AND CLINICAL APPROACHES BY BRINGING TOGETHER HEALTH CARE PROFESSIONALS, COMMUNITY PARTNERS, FAMILIES, FAITH-BASED ORGANIZATIONS, GREAT START COLLABORATIVES, HOME VISITING AGENCIES, AND OTHERS IN A UNIFIED, COLLABORATIVE EFFORT. THE GROUP CONVENES PERINATAL STAKEHOLDERS AND PARTNERS IN REGULAR MONTHLY MEETINGS TO ADDRESS THE REGIONS LARGEST CONCERNS WITH INDIVIDUALIZED ATTENTION. EFFORTS OF THIS GROUP AIM TO IMPROVE BIRTH OUTCOMES FOR BIRTHING PEOPLE, INFANTS AND FAMILIES THROUGH DATA-DRIVEN QUALITY IMPROVEMENT EFFORTS THAT ARE TAILORED TO THE STRENGTHS AND CHALLENGES OF THE REGION. FINALLY, THE MUNSON HEALTHCARE SYSTEM ACTIVELY ADVOCATES AT THE LOCAL, STATE, AND FEDERAL LEVEL ON ISSUES IMPACTING HEALTHCARE ACCESS IN RURAL AREAS. RECENT WORK INCLUDES SERVING IN BOTH A LEADERSHIP AND SUPPORTIVE ROLE IN PROJECTS TO INFLUENCE POLICIES THAT WOULD PROVIDE SUPPORT FOR TELEHEALTH SERVICES, BEHAVIORAL HEALTHCARE CRISIS SERVICES, WELLNESS PROGRAMMING AND EDUCATION, AFFORDABLE HOUSING, AND AIR AMBULANCE SERVICES. SCHEDULE H, PART III, LINE 2 DIRECT WRITE-OFF FROM UNPAID ACCOUNTS WHICH ARE DEEMED NO LONGER COLLECTIBLE ARE RECORDED AGAINST THE ALLOWANCE FOR BAD DEBT. AN ESTIMATE OF BAD DEBT EXPENSE IS RECORDED BASED ON 1) AN ANALYSIS OF THE DIRECT WRITE- OFFS AND 2) AN ESTIMATE OF THE AMOUNT OF BAD DEBT, NET OF DISCOUNTS, IN THE ACCOUNTS RECEIVABLE BALANCE, CONSIDERING THE PAST EXPERIENCE AND CURRENT TRENDS OF PAYMENTS ON PATIENT ACCOUNTS FOR EACH OF THE MAJOR PAYOR SOURCES OF REVENUE. SCHEDULE H, PART III, LINE 3 THE METHODOLOGY USED TO DETERMINE THE ESTIMATED AMOUNT OF CHARITY IN BAD DEBT IS AS FOLLOWS. WE DETERMINED THE APPROVAL RATE OF FINANCIAL COUNSELING BY TAKNG THE VALUE OF THE ACCOUNTS THAT SUCCESSFULLY QUALIFIED FOR CHARITY (INCLUDING PRESUMPTIVE APPROVALS) AND DIVIDING THAT NUMBER BY THE ACCOUNTS THAT WERE APPROVED FOR CHARITY PLUS THE ACCOUNTS THAT WERE DENIED. THEN WE APPLIED THAT PERCENTAGE TO THE VALUE OF ACCOUNTS THAT DID NOT COMPLETE FINANCIAL COUNSELING AND WERE ASSIGNED TO BAD DEBT, MULTIPLIED BY THE APPROVAL RATE FOR FINANCIAL COUNSELING. SCHEDULE H, PART III, LINE 4 SEE NOTE 2 ON PAGE 10 OF ATTACHED AUDITED FINANCIAL STATEMENTS UNDER ACCOUNTS RECEIVABLE. SCHEDULE H, PART III, LINE 9B MUNSON HEALTHCARES INTERNAL AND EXTERNAL COLLECTION PRACTICES REFERENCED IN THE CREDIT AND COLLECTION POLICY (INCLUDING ACTIONS THE HOSPITAL MAY TAKE IN THE EVENT OF NON-PAYMENT, INCLUDING COLLECTION ACTIONS AND REPORTING TO COLLECTION AGENCIES) SHALL TAKE INTO ACCOUNT THE EXTENT TO WHICH THE PATIENT QUALIFIES FOR FINANCIAL ASSISTANCE, A PATIENTS GOOD FAITH EFFORT TO APPLY FOR A GOVERNMENTAL PROGRAM OR FOR CHARITY FROM MUNSON HEALTHCARE (MHC), AND A PATIENTS GOOD FAITH EFFORT TO COMPLY WITH HIS/HER PAYMENT AGREEMENTS WITH MHC. FOR PATIENTS WHO QUALIFY FOR CHARITY AND WHO ARE COOPERATING IN GOOD FAITH TO RESOLVE THEIR DISCOUNTED HOSPITAL BILLS, MHC MAY OFFER EXTENDED PAYMENT PLANS, WILL NOT SEND UNPAID BILLS TO OUTSIDE COLLECTION AGENCIES, AND WILL CEASE ALL COLLECTION EFFORTS ON ANY UNPAID BALANCES ON ACCOUNTS THAT WERE OPENED WITHIN ONE YEAR OF THE DATE THAT THE PATIENT QUALIFIED FOR CHARITY UNDER THIS POLICY. MHC WILL NOT IMPOSE EXTRAORDINARY COLLECTIONS ACTIONS SUCH AS WAGE GARNISHMENTS, LIENS ON PRIMARY RESIDENCES, OR OTHER LEGAL ACTIONS FOR ANY PATIENT WITHOUT FIRST MAKING REASONABLE EFFORTS TO DETERMINE WHETHER THAT PATIENT IS ELIGIBLE FOR CHARITY CARE UNDER THIS FINANCIAL ASSISTANCE POLICY. REASONABLE EFFORTS SHALL INCLUDE: 1) VALIDATING THAT THE PATIENT OWES THE UNPAID BILLS AND THAT ALL SOURCES OF THIRD-PARTY PAYMENTS HAVE BEEN IDENTIFIED AND BILLED BY THE HOSPITAL; 2) DOCUMENTING THAT MHC HAS OR HAS ATTEMPTED TO OFFER THE PATIENT THE OPPORTUNITY TO APPLY FOR CHARITY CARE PURSUANT TO THIS POLICY AND THAT THE PATIENT HAS NOT COMPLIED WITH THE HOSPITALS APPLICATION REQUIREMENTS; 3) DOCUMENTING THAT THE PATIENT HAS BEEN OFFERED THE OPPORTUNITY TO ENTER INTO A PAYMENT PLAN BUT HAS NOT DONE SO, OR HAS ENTERED INTO A PAYMENT PLAN BUT HAS NOT HONORED THE TERMS OF THAT PLAN. PATIENTS WILL BE NOTIFIED OF THE AVAILABILITY OF FINANCIAL ASSISTANCE FOR A PERIOD OF AT LEAST 120 DAYS FROM THE DATE OF THE FIRST POST-DISCHARGE BILLING STATEMENT. PATIENT BALANCES WILL BE ELIGIBLE FOR FINANCIAL ASSISTANCE CONSIDERATION FOR AT LEAST 240 DAYS FROM THE DATE OF THE FIRST POST-DISCHARGE BILLING STATEMENT. MEMBERS OF THE PUBLIC MAY OBTAIN THE CURRENT CREDIT AND COLLECTION POLICY FOR ANY MUNSON HEALTHCARE HOSPITAL ON THE WEBSITE, IN WRITING, AND FREE OF CHARGE BY CONTACTING MUNSON HEALTHCARE PATIENT FINANCIAL SERVICES DEPARTMENT AT 4230 COPPER RIDGE DR., TRAVERSE CITY, MI 49684 SCHEDULE H, PART VI, LINE 2 THE HOSPITALS IN THE MUNSON HEALTHCARE SYSTEM PARTICIPATE IN A COMMUNITY NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGY TO MEET THE REQUIREMENTS OF IRC SEC 501(R) IN ACCORDANCE WITH THE PLANS OF THE COMMUNITY HEALTH COMMITTEE OF THE BOARD. IN ADDITION, THE HOSPITAL IS A MEMBER OF THE MUNSON HEALTHCARE SYSTEM, WHICH WORKS TO UNDERSTAND THE NEEDS OF THE SERVICE AREA THROUGH VARIOUS SERVICE LINE AND DEPARTMENT-BASED ASSESSMENT AND BUSINESS PLANNING STRATEGIES. THE HOSPITAL ALSO REGULARLY SEEKS INFORMATION FROM AND PARTICIPATES IN THE COUNTY COLLABORATIVE, MITHRIVE WORKGROUPS, AND OTHER REGIONAL COLLABORATIVES TO MAINTAIN CURRENT UNDERSTANDING OF COMMUNITY HEALTH NEEDS. THE HOSPITAL MAINTAINS A COMMUNITY HEALTHCARE COUNCIL MADE UP OF LOCAL LEADERS AND AREA ORGANIZATIONS WHICH PROVIDE INPUT INTO EMERGING TRENDS AND ISSUES SPECIFIC TO THEIR COMMUNITIES. FINALLY, HEALTHCARE SYSTEM MAINTAINS A STANDING COMMUNITY AND POPULATION HEALTH COMMITTEE WHICH CONSISTS OF MUNSON HEALTHCARE BOARD MEMBERS FROM REGIONAL HOSPITALS AND OTHER INTERESTED AREA PHYSICIANS AND COMMUNITY MEMBERS. THE CHC MEETS AT LEAST QUARTERLY TO REVIEW EXISTING PROGRAMS AND SERVICES RELATED TO CURRENT COMMUNITY HEALTH NEEDS, CONSIDER THE MHC RESPONSE TO EMERGING HEALTH TRENDS, AND REVIEW NEW COMMUNITY HEALTH-BASED COLLABORATION OR PROGRAMS. SCHEDULE H, PART VI, LINE 3 IT IS THE GOAL OF MUNSON HEALTHCARE TO COMMUNICATE AND EDUCATE PATIENTS AND THE PUBLIC REGARDING THE AVAILABILITY OF FINANCIAL ASSISTANCE. THIS IS ACHIEVED THROUGH ONE OR MORE OF THE FOLLOWING METHODS: INFORMATION BROCHURES AVAILABLE AT THE REGISTRATION DESKS: BROCHURES THAT DESCRIBE MUNSON HEALTHCARE'S FINANCIAL ASSISTANCE PROGRAM ARE AVAILABLE AT ALL REGISTRATION SITES. THE BROCHURE HAS CLEAR INFORMATION ON HOW TO CONTACT A FINANCIAL COUNSELOR. STATEMENT ON BILLS: STATEMENTS INCLUDE VERBIAGE THAT INSTRUCTS THE PATIENT TO CALL PATIENT FINANCIAL ASSISTANCE IF THEY NEED HELP WITH THEIR BILL. SIGNS IN THE ER REGISTRATION AREA: ADVISES THE PATIENTS THAT THEIR CARE IS NOT WITHHELD IF THEY HAVE NO INSURANCE OR MEANS TO PAY. THE MUNSON HEALTHCARE INTERNET HAS THE FINANCIAL ASSISTANCE POLICY, THE FINANCIAL ASSISTANCE APPLICATION, THE PLAIN LANGUAGE SUMMARY AND THE BILLING AND COLLECTIONS POLICY AVAILABLE TO REVIEW AND PRINT. REFERRAL BY REGISTRATION STAFF: AT THE TIME OF REGISTRATION, SELF-PAY PATIENTS OR ANY PATIENT THAT MAY HAVE CONCERNS REGARDING THEIR UPCOMING ADMISSION IS REFERRED TO THE FINANCIAL COUNSELING STAFF. MUNSON HEALTHCARE FINANCIAL COUNSELORS ARE AVAILABLE TO TALK WITH PATIENTS ABOUT THEIR FINANCIAL CONCERNS. THE COUNSELOR VISIT ALL INPATIENTS THAT ARE DEEMED SELF-PAY, TO SEE IF THEY HAVE CONCERNS AND TO DETERMINE IF THEY WOULD LIKE HELP. IF THE PATIENT WOULD LIKE HELP, THE COUNSELORS GATHER INCOME INFORMATION AND SCREEN THE PATIENT FOR MEDICAID. GENERALLY, THESE TWO ACTIONS WILL DETERMINE WHAT PROGRAM THE PATIENT MIGHT QUALIFY FOR. ONCE THE COUNSELOR DETERMINES WHAT THE PATIENT MAY QUALIFY FOR, THE COUNSELOR EDUCATES THE PATIENT ON THE AVAILABLE PROGRAMS AND ASSISTS THEM WITH COMPLETING THE APPROPRIATE APPLICATIONS. THE COUNSELORS ALSO IDENTIFY ALL SELF-PAY OUTPATIENTS AND GO THROUGH THE SAME PROCESS, ONLY BY PHONE. THE GOAL IS TO TALK WITH PATIENTS PRIOR TO ADMISSION, BUT WHEN THAT IS NOT POSSIBLE, THE CALL IS MADE SOON AFTER DISCHARGE. AVAILABLE PROGRAMS INCLUDE BUT ARE NOT LIMITED TO: MEDICAID (AND ALL OF ITS SUBSETS), SOCIAL SECURITY DISABILITY, TRAVERSE HEALTH CLINIC, MUNSON HEALTHCARE FINANCIAL ASSISTANCE, AND MUNSON MEDICAL CENTER MEDS PROGRAM. MUNSON HEALTHCARE MAKES A PHONE CALL TO ALL PRIVATE-PAY PATIENTS PRIOR TO TRANSFERRING THEIR ACCOUNT TO A COLLECTION AGENCY TO INFORM THEM OF OUR FINANCIAL ASSISTANCE POLICY. SCHEDULE H, PART VI, LINE 4 DESCRIPTION ONE OF NINE HOSPITALS IN THE MUNSON HEALTHCARE SYSTEM, PAUL OLIVER MEMORIAL HOSPITAL (POMH) OFFERS QUALITY, PERSONALIZED CARE FOR PRIMARY AND URGENT MEDICAL NEEDS. LOCATED IN FRANKFORT, MICHIGAN, ABOUT 40 MILES SOUTHWEST OF TRAVERSE CITY, POMH BECAME THE FIRST OWNED SUBSIDIARY OF MUNSON HEALTHCARE IN 1986. BECAUSE OF ITS RURAL LOCATION, POMH IS DESIGNATED AS A MICHIGAN CRITICAL ACCESS HOSPITAL; IT WAS THE FIRST HOSPITAL IN MICHIGAN TO ATTAIN THAT STATUS. THE HOSPITAL HAS 47 ACTIVE MEDICAL STAFF (PRIMARY FACILITY) AND IS ONE OF THE LARGEST EMPLOYERS IN THE COUNTY. THE HOSPITAL SERVED OVER 42,900 OUTPATIENT VISITS, MORE THAN 5,800 EMERGENCY ROOM VISITS, 19 INPATIENT ADMISSIONS AND 119 SURGCICAL CASES IN FISCAL YEAR 2023. HOSPITAL SERVICES THIS 8 BED HOSPITAL OFFERS A WIDE RANGE OF INPATIENT AND OUTPATIENT SERVICES: COMPREHENSIVE RADIOLOGY SERVICES WITH CT, MRI, CT, ULTRASOUND, MAMMOGRAPHY, AND X-RAY OUTPATIENT LABORATORY SERVICES COMPREHENSIVE REHABILITATION SERVICES, INCLUDING PHYSICAL, OCCUPATIONAL, SPEECH AND HEARING, AND WOUND THERAPY PROGRAMS 24-HOUR EMERGENCY CARE AND ACUTE CARE SERVICES CARDIAC AND PULMONARY REHABILITATION PRIMARY CARE LONG-TERM CARE AND SKILLED REHABILITATION RESPITE CARE VISITING SPECIALISTS DIALYSIS OUTPATIENT PROCEDURES POPULATION SERVED FRANKFORT IS A SMALL, SCENIC COMMUNITY IN BENZIE COUNTY ON THE LAKE MICHIGAN SHORELINE, NESTLED BETWEEN SLEEPING BEAR DUNES NATIONAL LAKESHORE AND ELBERTA BLUFFS. THE HOSPITALS PRIMARY SERVICE AREA INCLUDES BENZIE COUNTY, NORTHERN MANISTEE COUNTY, AND SOUTHWEST LEELANAU COUNTY. BENZIE COUNTY IS THE SMALLEST OF MICHIGAN'S 83 COUNTIES. WITHIN THE HOSPITALS PRIMARY SERVICE AREA (BENZIE COUNTY), THE FOLLOWING DEMOGRAPHIC INFORMATION APPLIES: TOTAL POPULATION: 18,297. 28% OF THE POPULATION IS 65 YEARS OLD+ WHILE 16.9% ARE UNDER 18 YEARS OLD. THE UNEMPLOYMENT RATE IS 4.2%. THE RACIAL MAKEUP OF THE COUNTY IS 95.4% WHITE, .8% BLACK OR AFRICAN AMERICAN, 1.5% AMERICAN INDIAN/ALASKAN NATIVE, AND 0.5% ASIAN. THE MEDIAN HOUSEHOLD INCOME IS 68,875. 6.7% OF THE POPULATION REMAINS UNINSURED. 93% HAVE A HIGH SCHOOL DIPLOMA AND 32.8% A BACHELORS DEGREE. QUALITY POMH HAS RECEIVED THE FOLLOWING AWARDS: -IN 2019, POMH BECAME RECOGNIZED AS A LEVEL IV TRAUMA HOSPITAL BY THE MICHIGAN DEPARTMENT OF HEALTH AND HUMAN SERVICES. THIS DESIGNATION MEANS THAT POMH IS PART OF A REGIONAL, COORDINATED, AND ACCOUNTABLE TRAUMA CARE NETWORK WITH A DEMONSTRATED ABILITY TO PROVIDE ADVANCED TRAUMA LIFE SUPPORT (ATLS) PRIOR TO TRANSFER OF PATIENTS TO A HIGHER LEVEL TRAUMA CENTER. -IN 2021- PAUL OLIVER MEMORIAL HOSPITAL HAS BEEN AWARDED A THREE-YEAR TERM OF ACCREDITATION IN COMPUTED TOMOGRAPHY (CT) AND MAMMOGRAPHY AS THE RESULT OF A RECENT REVIEW BY THE AMERICAN COLLEGE OF RADIOLOGY (ACR). -PAUL OLIVER MEMORIAL HOSPITAL WAS RECOGNIZED FOR PERFORMANCE EXCELLENCE BY THE NATIONAL ORGANIZATION OF STATE OFFICES OF RURAL HEALTH AND IVANTAGE HEALTH ANALYTICS. HOSPITAL PERFORMANCE WAS COMPARED TO ALL ACUTE CARE HOSPITALS IN THE NATION IN QUALITY, OUTCOMES, PATIENT SATISFACTION AND FINANCIAL STRENGTH. PAUL OLIVER WAS RECOGNIZED WITH 17 OTHER RURAL MICHIGAN HOSPITALS FOR EXCELLENCE IN QUALITY AND WITH SEVEN OTHER RURAL HOSPITALS FOR EXCELLENCE IN FINANCIAL STRENGTH. SCHEDULE H, PART VI, LINE 5 THE HOSPITAL UTILIZES SURPLUS FUNDS TO MAINTAIN ACCESS TO PATIENT SERVICES AND IMPROVE CARE TO PATIENTS THROUGHOUT THE SERVICE AREA. THESE FUNDS ARE REINVESTED INTO OUR HOSPITALS IN THE FORM OF EMPLOYEE WAGE AND BENEFIT ENHANCEMENTS, TECHNOLOGY, AND SERVICES NEEDED TO ENSURE THE HIGHEST QUALITY CARE IS AVAILABLE IN NORTHERN MICHIGAN. THE HOSPITAL ALSO HAS AN OPEN MEDICAL STAFF WHERE PRIVILEGES ARE OFFERED TO ALL QUALIFIED PHYSICIANS IN THE COMMUNITY SUBJECT TO CREDENTIALING REVIEW AND REQUIREMENTS OF THE MEDICAL STAFF AND THE BOARD OF TRUSTEES. IN ADDITION, THE HOSPITAL CONTINUES SUPPORT FOR EXISTING COMMUNITY HEALTH PROGRAMMING AND INITIATIVES WHILE INVESTING IN NEW AND EXPANDED OFFERINGS: FOR OVER 20 YEARS, HEALTHY FUTURES A PARTNERSHIP OF MUNSON HEALTHCARE, LOCAL HEALTH DEPARTMENTS, AND PROVIDER OFFICES HAS HELPED PARENTS AND BABIES HAVE A HEALTHY START. THIS INCLUDES A POSTPARTUM HOME VISITING PROGRAM, 1:1 BREASTFEEDING ASSISTANCE, INFANT SLEEP AND IMMUNIZATION EDUCATION, AND AGE-APPROPRIATE NEWSLETTERS AND TEXT MESSAGES. HEALTHY FUTURES ENROLLS OVER 1,300 FAMILIES ANNUALLY. EXPANSION OF SUBSTANCE USE DISORDER TREATMENT, INCLUDING THE DEVELOPMENT OF A STANDARD PROTOCOL TO EXTEND BEST PRACTICE TREATMENT ACROSS THE SERVICE AREA. THIS STANDARD ALLOWS FOR THE INITIATION OF TREATMENT IN EMERGENCY MEDICINE SETTINGS WITH WARM HANDOFFS TO PRIMARY CARE. WORK CONTINUES TO INCREASE THE NUMBER OF ACCESS POINTS AND ENHANCE TRAINING AND EDUCATION. IN TANDEM WITH TREATMENT EXPANSION, MUNSON HEALTHCARE CONTINUES TO SUPPORT AND EXPAND HARM REDUCTION EFFORTS, INCLUDING MAKING NARCAN KITS AVAILABLE IN ALL EMERGENCY DEPARTMENTS, OFFERING TRAINING AND EDUCATION TO EMERGENCY RESPONDERS, AND PROMOTING MEDSAFE RETURN RECEPTACLES TO INCREASE UNUSED MEDICATION COLLECTION. HIGH TECH HIGH TOUCH (HTH2) IS A SCREENING-BASED PREVENTION TOOL TO SUPPORT SELF-DISCLOSURE OF SUBSTANCES USED DURING PREGNANCY AND CONNECT PATIENTS WITH BRIEF INTERVENTIONS AND EARLY TREATMENT. WORK HAS SUPPORTED THE SUCCESSFUL IMPLEMENTATION OF THE TOOL IN 60 PERCENT OF AREA CLINICS SERVING PREGNANT PEOPLE, WITH CONTINUED WORK TO IMPLEMENT WITHIN THE REMAINING OFFICES. EAT SLEEP CONSOLE IS A FAMILY-CENTERED, BEST PRACTICE APPROACH FOR CARING FOR INFANTS WITH NEONATAL ABSTINENCE SYNDROME (NAS). IN THE PAST YEAR, MUNSON HEALTHCARE IMPLEMENTED THIS PRACTICE AT ALL BIRTHING HOSPITALS, INCLUDING THE PURCHASE OF EQUIPMENT AND HEALTHCARE TEAM EDUCATION, WHICH RESULTED IN IMPROVED CLINICAL OUTCOMES, INCLUDING PHARMACOLOGICAL MANAGEMENT AND LENGTH OF STAY. COLLABORATION WITH TRAVERSE HEALTH CLINIC AND GOODWILL NORTHERN MICHIGAN TO EXPAND THE STREET MEDICINE PROGRAM, WHICH EXTENDS PHYSICAL AND BEHAVIORAL HEALTHCARE TO INDIVIDUALS WHO ARE UNHOUSED IN THE TRAVERSE CITY AREA. THIS WORK ALSO CONNECTS PATIENTS WITH BASIC NEEDS, SUCH AS FOOD, CLOTHING, AND CLEAN WATER, WHILE ADVOCATING FOR AND CREATING PATHWAYS TO ATTAINABLE HOUSING. RECENT ADVANCEMENTS INCLUDE THE PROCUREMENT OF A MOBILE MEDICAL UNIT AND ELECTRONIC MEDICAL RECORD TO ENHANCE COORDINATION OF CARE AND REACH MORE INDIVIDUALS. INITIATIVES AIMED AT THE REDUCTION AND MANAGEMENT OF CHRONIC DISEASE HAVE ALSO BEEN PRIORITIZED. THESE INCLUDE AN ENHANCED PARTNERSHIP WITH LOCAL HEALTH DEPARTMENTS TO IMPROVE THE REFERRAL AND FEEDBACK PROCESS FOR PATIENTS WHO USE TOBACCO. IN ADDITION, CONTINUED PARTNERSHIP WITH LOCAL GROCERY, FARMERS MARKETS, AND MICHIGAN STATE UNIVERSITY EXTENSION EXTENDS ACCESS TO FREE NUTRITION AND COOKING EDUCATION AND VOUCHERS TO PURCHASE FRUITS AND VEGETABLES THROUGH THE PRESCRIPTION FOR HEALTH PROGRAM. DIABETES EDUCATION CONTINUES TO BE AN IMPORTANT SERVICE AND CONTINUES TO EXPAND OFFERINGS TO MEET DEMAND, INCLUDING VIRTUAL IMPROVEMENTS, GROUP CLASSES, ADDITIONAL EDUCATORS, AND A STREAMLINED INTAKE PROCESS. FINALLY, THE HEALTHCARE SYSTEM HAS COMPLETED FOUNDATIONAL WORK NEEDED TO EXPAND DIRECT PATIENT OUTREACH EFFORTS USING TEXT REMINDERS FOR IMPORTANT HEALTH SCREENINGS AND RESOURCES, SUCH AS CANCER, DIABETES MANAGEMENT, AND TOBACCO CESSATION. THESE ENHANCED DIRECT PATIENT REMINDERS AND EDUCATION PROGRAMS ARE EXPECTED TO BEGIN IN FY24. THE ORGANIZATION PROVIDES 1:1 SUPPORT TO PATIENTS ENROLLING IN PUBLIC ASSISTANCE PROGRAMS, SUCH AS MEDICAID AND MAKES REFERRALS TO OTHER COMMUNITY SERVICES. THE ORGANIZATION OFFERS ROBUST STUDENT, INTERN, AND RESIDENCE EXPERIENCES AT EACH OF THE SYSTEMS HOSPITALS AND CONTRIBUTES TO COMMUNITY-WIDE EFFORTS THAT HELP STUDENTS IDENTIFY PLACEMENTS. MHC MAKES FINANCIAL CONTRIBUTIONS TO COMMUNITY CAUSES AND EVENTS FOCUSED ON MENTAL HEALTH, CHRONIC DISEASE, AND HOUSING, WHILE PARTICIPATING ON SPECIFIC COMMITTEES AND BOARDS WORKING TO ADDRESS SYSTEMATIC CHALLENGES FACING THESE PRIORITY AREAS. THE HOSPITAL PROVIDES SPACE FOR EMS AND A CHILDCARE CENTER TO OPERATE BELOW MARKET VALUE TO ENSURE THESE ESSENTIAL SERVICES ARE AVAILABLE TO THE COMMUNITY. THE HOSPITAL OWNS AND OPERATES THE BETSIE HOSICK HEALTH AND FITNESS CENTER AT A FISCAL LOSS FOR THE BENEFIT OF THE COMMUNITY. THE CENTER IS OPEN TO PEOPLE OF ALL AGES, ABILITIES, AND FITNESS LEVELS TO ACHIEVE BETTER HEALTH AND OFFERS A FULL RANGE OF FITNESS EQUIPMENT AND CLASSES. IT ALSO OFFERS A VARIETY OF FREE, COMMUNITY BENEFIT PROGRAMS INCLUDING SPECIFIC PROGRAMMING FOR OLDER ADULTS, INDIVIDUALS WITH CANCER AND DIABETES, AND PATIENTS REHABBING FROM INJURY. FINALLY, THE CENTER PROVIDES THREE FULL-TIME ATHLETIC TRAINERS TO LOCAL SCHOOL DISTRICTS, WHO FOCUS ON WELLNESS, INJURY PREVENTION, AND CONCUSSION EDUCATION AND PREVENTION. PROGRAMS AIMED AT CONNECTING PATIENTS WITH SOCIAL DETERMINANT OF HEALTH CHALLENGES TO RESOURCES THAT CAN HELP THROUGH THE COMMUNITY CONNECTIONS SCREENING AND REFERRAL PROCESS. IN ADDITION, THE PAUL OLIVER MEMORIAL HOSPITAL OPERATES THE FOLLOWING: THE HOSPITAL PROVIDES MEETING SPACE TO THE COMMUNITY TO FACILITATE EDUCATIONAL OPPORTUNITIES AND COLLABORATION. THE HOSPITAL IS HIGHLY ENGAGED IN INJURY PREVENTION AMONG YOUTH, PROVIDING ATHLETIC TRAINING AND SPORTS PHYSICAL SERVICES TO THE LOCAL SCHOOL DISTRICT THE HOSPITAL INVESTS DEDICATED PERSONAL TO RESEARCH AND APPLY FOR FUNDING TO SUPPORT PATIENTS WITH CANCER IN PAYING FOR THEIR BILLS AND PROVIDE HEALTH INSURANCE NAVIGATION SUPPORT TO HELP COMMUNITY MEMBERS ENROLL IN PUBLIC INSURANCE PROGRAMS. THE HOSPITAL PROVIDES BUS TOKENS AND PAYS CAB FARES FOR PATIENTS WHO HAVE NO OTHER MEANS HOME FROM MEDICAL APPOINTMENTS OR EMERGENCIES. THE HOSPITAL PROVIDES SPACE FOR EMS AND A CHILDCARE CENTER TO OPERATE BELOW MARKET VALUE TO ENSURE THESE ESSENTIAL SERVICES ARE AVAILABLE TO THE COMMUNITY. THE HOSPITAL OWNS AND OPERATES THE BETSIE HOSICK HEALTH AND FITNESS CENTER AT A FISCAL LOSS FOR THE BENEFIT OF THE COMMUNITY. THE CENTER IS OPEN TO PEOPLE OF ALL AGES, ABILITIES, AND FITNESS LEVELS TO ACHIEVE BETTER HEALTH AND OFFERS A FULL RANGE OF FITNESS EQUIPMENT AND CLASSES. IT ALSO OFFERS A VARIETY OF FREE, COMMUNITY BENEFIT PROGRAMS. THESE INCLUDE: OPHYSICAL THERAPY EXTENSION AND CONTINUED CONDITIONING, WHICH EXTENDS ADDITIONAL SUPPORT TO PT PATIENTS TO COMPLIMENT THEIR REHABILITATION. OSENIOR MOVEMENT & BALANCE AT THE CENTER AND IN COMMUNITY LOCATIONS OPROGRAMMING GEARED TOWARDS INDIVIDUALS WITH PARKINSONS DISEASE, BASED ON THE EVIDENCED-BASED LVST PROGRAM OTHE JOURNEY PROGRAM, WHICH IS A 6-WEEK CLASS OFFERING FOR PEOPLE UNDERGOING CANCER TREATMENT OR PEOPLE THAT HAVE JUST COMPLETED CANCER TREATMENT. IT PROVIDES COUNSELING, EXERCISE, AND NUTRITION SUPPORT WITH THE GOAL OF HELPING PARTICIPANTS BUILD STRENGTH, CONFIDENCE, AND FRIENDSHIP AS THEY RECOVER OTHE ACTIVE STEPS PROGRAM IS A 6-WEEK PROGRAM OFFERED FOR INDIVIDUALS THAT HAVE DIABETES OR ARE IN DIALYSIS TREATMENT. IT PROVIDES FREE EXERCISE CLASSES AND NUTRITION SUPPORT, AS WELL AS SMALL GROUP SUPPORT TO ESTABLISH DAILY MOVEMENT BEHAVIORS AND GOALS. THE HOSPITAL IS HIGHLY ENGAGED IN INJURY PREVENTION AMONG YOUTH, PROVIDING ATHLETIC TRAINING SERVICES TO TWO LOCAL SCHOOL DISTRICTS, CONDUCTING ANNUAL CONCUSSION TESTING, AND LEADING A DAILY MOVEMENT PROGRAM CALLED PANTHER STRENGTH AND SPEED. POMH FINANCIALLY SUBSIDES ALS SERVICES IN THE COMMUNITY, EMS SPACE, AND CHILDCARE IN THE COMMUNITY. IN ADDITION, THE HOSPITAL STUDENT CAREER DEVELOPMENT THROUGH PRESENTATIONS AT ANNUAL CAREER DAYS, HOSTING INTERNS, PARTICIPATING IN MOCK INTERVIEWS AND THROUGH INTERNSHIP AND SHADOWING OPPORTUNITIES SCHEDULE H, PART VI, LINE 6 PAUL OLIVER MEMORIAL HOSPITAL'S SOLE CORPORATE MEMBER IS MUNSON HEALTHCARE, A 501(C)(3) CORPORATION. THE MUNSON HEALTHCARE SYSTEM CONSISTS OF A MAJOR TERTIARY REFERRAL HOSPITAL, SEVERAL RURAL-BASED MEDICAL CENTERS, EXTENSIVE OUTPATIENT TREATMENT AND REHABILITATION FACILITIES, AND ANCILLARY EMERGENCY, TRANSPORTATION AND HOME-BASED MEDICAL SERVICES THAT COVER 24 COUNTIES IN MICHIGANS NORTHERN LOWER PENINSULA AND THE EASTERN PORTION OF THE UPPER PENINSULA. THE MOST SIGNIFICANT OF THE MUNSON HEALTHCARE SUBSIDIARIES IS MUNSON MEDICAL CENTER (MMC). MMC IS ONE OF NINE NOT-FOR-PROFIT HOSPITALS WHICH ARE AFFILIATED WITH EACH OTHER AND SERVE AS THE ONLY HOSPITALS IN THEIR COMMUNITIES. EACH OF THE AFFILIATED HOSPITALS HAS INDIVIDUAL COMMUNITY HEALTH INITIATIVES AND/OR PROMOTION ACTIVITIES, AS WELL AS SHARED INITIATIVES. THE OWNED HOSPITALS IN THE MUNSON HEALTHCARE SYSTEM WHICH INCLUDE MUNSON MEDICAL CENTER, PAUL OLIVER MEMORIAL HOSPITAL, MUNSON HEALTHCARE CADILLAC, MUNSON HEALTHCARE GRAYLING, MUNSON HEALTHCARE CHARLEVOIX HOSPITAL, MUNSON HEALTHCARE MANISTEE HOSPITAL AND MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL PROVIDED 150.6 MILLION OF COMMUNITY BENEFIT IN THE 2022 TAX YEAR. ADDITIONALLY, MMC WORKS IN COOPERATION WITH OTHER ENTITIES IN THE MUNSON HEALTHCARE SYSTEM TO PROVIDE A FULL RANGE OF HEALTH SERVICES TO THE COMMUNITIES IN ITS SERVICE AREA. THE HOME HEALTH DIVISION OF MUNSON HEALTHCARE PROVIDES HOME NURSE AND AIDE SERVICES IN ADDITION TO DURABLE MEDICAL EQUIPMENT AND A PALLIATIVE CARE AND HOSPICE PROGRAM ON THE MUNSON CAMPUS. COMMUNITY BENEFIT, IN THE FORM OF CHARITY CARE AND UNREIMBURSED MEDICAID ARE PROVIDED THROUGH THIS DIVISION EACH YEAR. MUNSON MEDICAL GROUP, THE EMPLOYED PHYSICIAN ORGANIZATION IN THE SYSTEM, PROVIDED 4.2 MILLION IN CHARITY CARE AND COMMUNITY BENEFIT IN TAX YEAR 2022. MMC PERFORMS THE NEEDS ASSESSMENTS FOR MUNSON HEALTHCARE. UTILIZING THIS NEEDS ASSESSMENT, MUNSON HEALTHCARE COORDINATES COMMUNITY BENEFIT PROGRAMS THROUGH PLANNING, DEVELOPING, IMPLEMENTING, EVALUATING AND FUNDING PROGRAMS THAT ADDRESS COMMUNITY NEEDS. IN TOTAL, THE MUNSON HEALTHCARE SYSTEM PROVIDED 172.1 MILLION IN CHARITY CARE AND COMMUNITY BENEFITS, INCLUDING NUMEROUS UNCOMPENSATED COMMUNITY HEALTH IMPROVEMENT SERVICES AND PROGRAMS, OUTREACH PROGRAMS, BAD DEBT, AND UNREIMBURSED MEDICARE AND MEDICAID SERVICES TO NORTHERN MICHIGAN. SCHEDULE H, PART VI, LINE 7 MICHIGAN X true true true true false false false false false true false EDWIN A NESS DIRECTOR 984135 271268 819521 195058 34013 2303995 776855 LAURA GLENN COO MHC SYSTEM 565550 126428 861 80280 23537 796656 ALICIA MAITLAND CFO PT-YR 249058 105150 81420 14698 12936 463262 CASEY KANDOW VP ANCILLARY SERVICE 332447 96453 6130 21801 456831 38923 ELLEN SMITH PRES AMB SERV & BUS 323437 54090 2667 54746 2942 437882 TONYA SMITH DIRECTOR 293848 112050 6965 5411 17226 435500 PETER MARINOFF FORMER PRESIDENT 266732 71753 11345 46642 23300 419772 MARK KUIPER MD PHYSICIAN 296282 10000 20845 14576 22758 364461 JAMES BARKER PRESIDENT PT-YR 183983 82800 71397 2451 14053 354684 KATHLEEN MALY INTERIM CFO PT-YR 254344 10326 23720 13974 18200 320564 ROB RICHARDSON VP FACILITIES & SUPP 212032 40980 8493 25591 26476 313572 KELLY TOMASZEWSKI PRESIDENT PT-YR 197076 29040 20900 26121 21961 295098 NANCY SMITH MD PHYSICIAN 233664 22615 1790 2490 21764 282323 KATHLEEN LARAIA VP ONCOLOGY & PROF S 188734 22459 7688 10176 22022 251079 KRISTINE JOHNSON LTC DIRECTOR 156326 24510 16560 17841 21162 236399 8583 TODD RICHARDS PHYSICIAN ASSISTANT 181711 5909 7033 7800 202453 DARREN HODGES DIRECTOR PHYS SERV 155323 17449 253 5236 21925 200186 LUKE HOLLY PHYSICIAN ASSISTANT 153348 11080 8439 17623 190490 KEITH EATON MD PHYSICIAN 162490 20000 42 4875 351 187758 SCHEDULE J, PAGE 1, PART I, LINE 1A MUNSON HEALTHCARE MAINTAINS A SOCIAL MEMBERSHIP AT THE TRAVERSE CITY COUNTRY CLUB. A REQUIREMENT OF THE COUNTRY CLUB IS THAT A MEMBERSHIP BE IN AN INDIVIDUAL NAME AND NOT A CORPORATE NAME, SO EDWIN NESS IS LISTED AS THE INDIVIDUAL FOR THE MEMBERSHIP. MUNSON HEALTHCARE USES THE SOCIAL MEMBERSHIP TO CONDUCT OFF-SITE MEETINGS AND RETREATS. SCHEDULE J, PAGE 1, PART I, LINE 3 THE PROCESS FOR DETERMINING APPROPRIATE LEVELS OF PAY FOR EXECUTIVE POSITIONS WITHIN MUNSON HEALTHCARE SYSTEM IS CAREFULLY AND THOUGHTFULLY DIRECTED BY THE MUNSON HEALTHCARE BOARD OF DIRECTORS, THROUGH THE COMPENSATION AND EXECUTIVE LEADERSHIP DEVELOPMENT COMMITTEE. THE COMMITTEE UTILIZES "BEST PRACTICES" METHODS OF DETERMINING COMPENSATION AND, AS SUCH, IS COMPOSED OF SEVEN MEMBERS WHOSE VOTING MEMBERS ARE INDEPENDENT. THE COMMITTEE IS CHARGED WITH ENSURING THAT EXECUTIVE COMPENSATION IS DESIGNED TO ATTRACT AND RETAIN HIGH QUALITY, PROFESSIONAL LEADERSHIP WHILE MAINTAINING STRONG STEWARDSHIP FOR THE ORGANIZATION. COMPENSATION LEVELS REFLECT THE SCOPE OF EACH EXECUTIVE'S RESPONSIBILITIES, EDUCATIONAL BACKGROUND, EXPERIENCE, AND INDUSTRY STANDING AS WELL AS INDIVIDUAL AND ORGANIZATIONAL PERFORMANCE. ANNUALLY, THE COMMITTEE RETAINS A NATIONAL INDEPENDENT CONSULTANT TO ENSURE MUNSON HEALTHCARE'S COMPENSATION PRACTICES AND LEVELS ARE INDEPENDENTLY REVIEWED WHILE BEING COMPETITIVE AND REASONABLE. THE MUNSON HEALTHCARE CONFLICT, VALUATION AND COMPLIANCE ("CVC") COMMITTEE ALSO REVIEWS THE SURVEY INFORMATION TO EVALUATE THE REASONABLENESS OF EXECUTIVE COMPENSATION. THAT ANALYSIS OCCURS EACH NOVEMBER. THE COMPENSATION AND EXECUTIVE LEADERSHIP DEVELOPMENT COMMITTEE USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT: COMPENSATION COMMITTEE INDEPENDENT COMPENSATION CONSULTANT COMPENSATION SURVEY OR STUDY APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE SCHEDULE J, PAGE 1, PART I, LINE 4 EDWIN A. NESS 0 179,779 0 LAURA GLENN 0 65,000 0 CASEY KANDOW 12,730 0 0 ELLEN SMITH 0 40,000 0 PETER MARINOFF 0 33,001 0 ROB RICHARDSON 0 14,520 0 KELLY TOMASZEWSKI 0 15,000 0 KRISTINE JOHNSON 0 10,025 0 SCHEDULE J, PAGE 1, PART I, LINE 7 MUNSON HEALTHCARE EXECUTIVES ARE ELIGIBLE FOR AN ANNUAL BONUS BASED ON MEETING ORGANIZATIONAL GOALS, WHICH ARE SET IN ADVANCE AND APPROVED BY THE COMPENSATION COMMITTEE OF THE MUNSON HEALTHCARE BOARD. THE GOALS INCLUDE A COMBINATION OF FINANCIAL TARGETS, STRATEGIC TARGETS AND OPERATIONAL TARGETS INCLUDING QUALITY HEALTHCARE DELIVERY, DISEASE MANAGEMENT, PATIENT SATISFACTION, EMPLOYEE SAFETY, AND EMPLOYEE ENGAGEMENT. AT THE END OF EACH FISCAL YEAR, THE COMPENSATION COMMITTEE OF THE MUNSON HEALTHCARE BOARD IS CHARGED WITH REVIEWING AND APPROVING EXECUTIVE BONUSES BASED ON PROGRESS TOWARD MEETING ORGANIZATIONAL GOALS. SCHEDULE J, PART III PART I, LINE 4A EXECUTIVE SEVERANCE PLAN: SUBJECT TO REVIEW AND APPROVAL BY THE BOARD COMPENSATION AND EXECUTIVE LEADERSHIP COMMITTEE, IN ORDER TO RECRUIT AND MAINTAIN QUALIFIED EXECUTIVES, A COMPETITIVE BENEFIT PACKAGE IS OFFERED TO THE PRESIDENT AND VICE-PRESIDENTS, WHICH INCLUDES A SEVERANCE PLAN. MUNSON HAS A SEVERANCE PLAN FOR THE PRESIDENT AND VICE-PRESIDENT/EXECUTIVE LEVEL POSITIONS, WHICH PROVIDES FOR THE PRESIDENT UP TO TWO YEARS OF PAY IN THE EVENT EMPLOYMENT ENDS UNDER CERTAIN CONDITIONS AND FOR VICE-PRESIDENTS, UP TO ONE-YEAR OF PAY IN THE EVENT EMPLOYMENT ENDS UNDER CERTAIN CONDITIONS. THE PLAN PROVIDES FOR A 50% OFFSET FOR SUBSEQUENT EMPLOYMENT DURING THE SEVERANCE PERIOD. MEDICAL BENEFITS ARE PROVIDED DURING THE SEVERANCE PERIOD. PART I, LINE 4B SUPPLEMENTAL EXECUTIVE RETIREMENT PLANS: SUBJECT TO REVIEW AND APPROVAL BY THE BOARD COMPENSATION AND EXECUTIVE LEADERSHIP COMMITTEE, IN ORDER TO RECRUIT AND MAINTAIN QUALIFIED EXECUTIVES, INCLUDING THE PRESIDENT AND VICE-PRESIDENTS, A COMPETITIVE BENEFIT PACKAGE IS OFFERED WHICH INCLUDES PARTICIPATION IN A NON-QUALIFIED SUPPLEMENTAL RETIREMENT PLAN. FOR THE PRESIDENT, THE PLAN PROVIDES A TARGETED BENEFIT AT AGE 62. ANNUAL CONTRIBUTIONS, AT MUNSON'S DISCRETION, ARE MADE TO THE PLAN IN ORDER TO ACHIEVE THE TARGETED RETIREMENT BENEFIT LEVEL. VICE-PRESIDENTS ARE ELIGIBLE TO PARTICIPATE IN AN AMOUNT NOT TO EXCEED 6% OF BASE COMPENSATION, FUNDED ANNUALLY, AT THE SOLE DISCRETION OF MUNSON. THESE FUNDS ARE AVAILABLE TO VESTED PARTICIPANTS UPON SEPARATION OF EMPLOYMENT FROM MUNSON. OLIVIA STARR SEE PART V 25423 COMPENSATION PAID false SCHEDULE L, PART V OLIVIA STARR IS FAMILY MEMBER OF BOARD MEMBER KELLY TOMASZEWSKI FORM 990, PAGE 6, PART VI, LINE 6 PAUL OLIVER MEMORIAL HOSPITAL IS ORGANIZED ON A NONSTOCK MEMBERSHIP BASIS. THE SOLE MEMBER IS MUNSON HEALTHCARE, AN IRS SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. FORM 990, PAGE 6, PART VI, LINE 7A MUNSON HEALTHCARE, AS THE SOLE MEMBER, ELECTS THE TRUSTEES FOR ALL SUBSIDIARY ENTITIES, INCLUDING PAUL OLIVER MEMORIAL HOSPITAL. THE BOARD OF TRUSTEES OF PAUL OLIVER MEMORIAL HSOPITAL CONSISTS OF THOSE INDIVIDUALS THAT ARE ELECTED OR APPOINTED TO SERVE AS THE DIRECTORS OF MUNSON HEALTHCARE. NOMINATIONS TO MUNSON HEALTHCARE ARE CONSIDERED AND RECOMMENDED BY THE MUNSON HEALTHCARE GOVERNANCE COMMITTEE. FORM 990, PAGE 6, PART VI, LINE 7B CERTAIN DECISIONS OF THE PAUL OLIVER MEMORIAL HOSPITAL DIRECTORS ARE SUBJECT TO APPROVAL BY THE MUNSON HEALTHCARE BOARD OF DIRECTORS INCLUDING THE AMENDMENT OF THE ARTICLES OF INCORPORATION; AMENDMENT OF THE MISSION STATEMENT; ADOPTION OF A PLAN OF DISSOLUTION, MERGER, CONSOLIDATION OR REORGANIZATION; SALE, LEASE, EXCHANGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL TO THE PROPERTY AND ASSETS; ACQUISITION OF OR THE ESTABLISHMENT OF ANY SUBSIDIARY OR AFFILIATE OF PAUL OLIVER MEMORIAL HOSPITAL; ACCEPTANCE OF THE ANNUAL BUDGET AND ANNUAL FINANCIAL STATEMENTS; INCURRENCE OF EXPENDITURES EXCEEDING BUDGETED AGGREGATES BY MORE THAN FIVE PERCENT; INCURRENCE OF CERTAIN DEBT; CHANGE IN SCOPE OF SERVICES OR PROGRAMS PROVIDED BY PAUL OLIVER MEMORIAL HOSPITAL; AND APPOINTMENT OF THE PRESIDENT. FORM 990, PAGE 6, PART VI, LINE 11B THE PAUL OLIVER MEMORIAL HOSPITAL BOARD IS COMMITTED TO THE ACCURACY AND THOROUGHNESS OF THE FORM 990 REPORTING. PAUL OLIVER MEMORIAL HOSPITAL BELONGS TO THE MUNSON HEALTHCARE SYSTEM. MUNSON HEALTHCARE IS THE PARENT COMPANY IN THE MUNSON HEALTHCARE SYSTEM, WHICH UNDERGOES AN AUDIT BY AN EXTERNAL AUDIT FIRM. AT THE CORPORATE LEVEL, THE RESPONSIBLE INDIVIDUALS FROM THE FINANCE, ADMINISTRATION, PATIENT FINANCIAL SERVICES, LEGAL, HUMAN RESOURCES, PUBLIC RELATIONS, AND FUND DEVELOPMENT DEPARTMENTS PREPARE AND REVIEW PORTIONS OF THE FORM 990. THE COMPENSATION AND LEADERSHIP DEVELOPMENT COMMITTEE REVIEWS THE COMPENSATION INFORMATION CONTAINED IN THE CORE FORM AS WELL AS THE SCHEDULE J INFORMATION. THE CONFLICT, VALUATION AND COMPLIANCE COMMITTEE OVERSEES THE CONFLICT OF INTEREST DISCLOSURE PROCESS FOR BOARD MEMBERS AND KEY EMPLOYEES TO ENSURE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THE FINANCE AND AUDIT COMMITTEE OVERSEES THE FORM 990 PREPARATION PROCESS BY ENSURING PROPER CONTROLS, POLICIES, PEOPLE AND RESOURCES ARE IN PLACE TO PRODUCE AN ACCURATE RETURN. FORM 990, PAGE 6, PART VI, LINE 12C THE MUNSON HEALTHCARE BOARD OF DIRECTORS (THE SYSTEM PARENT ORGANIZATION) HAS A STANDING CONFLICT, VALUATION AND COMPLIANCE ("CVC") COMMITTEE. THE CVC COMMITTEE IS COMPOSED OF INDEPENDENT BOARD AND COMMUNITY MEMBERS. THE CVC COMMITTEE IS DELEGATED AUTHORITY BY THE BOARD TO REVIEW AND APPROVE THE REASONABLENESS/FAIR MARKET VALUE OF FINANCIAL TRANSACTIONS/ARRANGEMENTS WITH DISQUALIFIED PERSONS. ANNUALLY, EACH BOARD MEMBER OF MUNSON HEALTHCARE AND ALL OF ITS SUBSIDIARY/CONTROLLED ENTITIES AND ALL MUNSON EXECUTIVES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE/QUESTIONNAIRE. THE RESPONSES TO THE DISCLOSURE/QUESTIONNAIRE ARE REVIEWED BY THE MUNSON LEGAL DEPARTMENT. ANY FINANCIAL ARRANGEMENTS/POTENTIAL CONFLICTS IDENTIFIED THROUGH THE DISCLOSURE/QUESTIONNAIRES ARE PRESENTED TO THE CVC COMMITTEE FOR ITS REVIEW AND DETERMINATION AS TO THE REASONABLENESS/FAIR MARKET VALUE. WHEN AN ACTION ITEM IS CONSIDERED BY A BOARD WHICH INVOLVES A POTENTIAL CONFLICT BY A BOARD MEMBER, THE CONFLICT IS DISCLOSED AND A BOARD MEMBER WILL ABSTAIN FROM A VOTE ON THE ACTION ITEM, AND, IN ADDITION, THE BOARD CHAIR HAS THE DISCRETION/AUTHORITY TO REQUEST THAT THE CONFLICTED BOARD MEMBER BE EXCUSED FROM THE MEETING FOR AN OPPORTUNITY FOR THE BOARD TO DISCUSS THE MATTER WITHOUT THE PRESENCE OF THE CONFLICTED BOARD MEMBER. FORM 990, PAGE 6, PART VI, LINE 15A COMPENSATION FOR THE CEO AND OTHER OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION IS DETERMINED THROUGH THE FOLLOWING PROCESS: FIRST, AN INDEPENDENT FIRM IS ENGAGED TO PROVIDE COMPARABILITY DATA. THEN, THAT DATA IS REVIEWED BY TWO MUNSON HEALTHCARE COMMITTEES, EACH OF WHICH ARE COMPRISED OF INDIVIDUALS WHO ARE NOT EMPLOYEES OR OTHERWISE INSIDERS (DEFINED AS BOARD MEMBERS, PHYSICIANS & EXECUTIVES) OF THE ORGANIZATION. FIRST, THE BOARD COMPENSATION AND EXECUTIVE LEADERSHIP DEVELOPMENT COMMITTEE EVALUATES THE DATA AND DETERMINES A RECOMMENDED COMPENSATION MODEL BASED ON THE COMPARABILITY DATA. NEXT, THE BOARD CONFLICT, VALUATION AND COMPLIANCE COMMITTEE REVIEWS THE RECOMMENDATIONS AS COMPARED TO THE COMPARABILITY DATA. THIS COMMITTEE'S ROLE IS TO DETERMINE WHETHER THE PROPOSED COMPENSATION IS CONSISTENT WITH FAIR MARKET VALUE. IF PHYSICIANS ARE INCLUDED IN THE DEFINITION OF KEY EMPLOYEE, THE BOARD CONFLICT, VALUATION, AND COMPLIANCE COMMITTEE REVIEWS ALL FINANCIAL RELATIONSHIPS WITH PHYSICIANS AND COMPARES THE PROPOSED FINANCIAL ARRANGEMENT WITH COMPARABILITY DATA PRODUCED BY AN OUTSIDE, INDEPENDENT FIRM. PHYSICIAN COMPENSATION DOES NOT GO TO THE COMPENSATION AND EXECUTIVE LEADERSHIP DEVELOPMENT COMMITTEE. THE COMPARABILITY DATA AS WELL AS THE MINUTES OF EACH OF THESE COMMITTEE MEETINGS ARE MAINTAINED FOR FUTURE REFERENCE. THE MHC BOARD APPROVES THE MHC CEO'S COMPENSATION. THE MHC BOARD HAS DELEGATED TO THE CVC COMMITTEE THE AUTHORITY TO REVIEW AND APPROVE COMPENSATION ARRANGEMENTS WITH INSIDERS. FORM 990, PAGE 6, PART VI, LINE 15B COMPENSATION OF OTHER OFFICERS IS CONSISTENT WITH THAT OF THE TOP EXECUTIVES OF PAUL OLIVER MEMORIAL HOSPITAL AND MUNSON HEALTHCARE. FORM 990, PAGE 6, PART VI, LINE 19 THE PAUL OLIVER MEMORIAL HOSPITAL ARTICLES OF INCORPORATION ARE AVAILABLE TO THE PUBLIC ON THE MICHIGAN DEPARTMENT OF TREASURY WEBSITE. PAUL OLIVER MEMORIAL HOSPITAL DOES NOT MAKE THE BYLAWS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9 CHANGE IN ACCOUNTING FOR INVEST MUNSON HC FOUND -3,565,689 TRANSFER INVESTMENTS TO PARENT -6,107,956 TOTAL -9,673,645 MUNSON DIALYSIS CENTER 1105 SIXTH ST TRAVERSE CITY MI 49684 383097861 DIALYSIS MI C3 3 MUNSON HC MUNSON HEALTHCARE true MUNSON HEALTHCARE 1105 SIXTH ST TRAVERSE CITY MI 49684 382640544 PARENT MI C3 12B NA false MUNSON HEALTHCARE CADILLAC 1105 SIXTH ST TRAVERSE CITY MI 49684 471156297 HOSPITAL MI C3 3 MUNSON HC MUNSON HEALTHCARE true MUNSON HEALTHCARE GRAYLING 1105 SIXTH ST TRAVERSE CITY MI 49684 471161992 HOSPITAL MI C3 3 MUNSON HC MUNSON HEALTHCARE true MUNSON HEALTHCARE FOUNDATIONS 1105 SIXTH ST TRAVERSE CITY MI 49684 382642724 RAISE FUND MI C3 7 MUNSON HC MUNSON HEALTHCARE true MUNSON HOME CARE 1105 SIXTH ST TRAVERSE CITY MI 49684 382191390 HOME HEALT MI C3 10 MUN HOME H MUNSON HOME HEALTH true MUNSON HOME SERVICES 1105 SIXTH ST TRAVERSE CITY MI 49684 382543463 HOME HEALT MI C3 10 MUN HOME H MUNSON HOME HEALTH true MUNSON MEDICAL CENTER 1105 SIXTH ST TRAVERSE CITY MI 49684 381362830 HOSPITAL MI C3 3 MUNSON HC MUNSON HEALTHCARE true MUNSON MEDICAL GROUP 1105 SIXTH ST TRAVERSE CITY MI 49684 273600575 HEALTHCARE MI C3 10 MUNSON MED MUNSON MEDICAL CENTER true NORTH FLIGHT INC 1105 SIXTH ST TRAVERSE CITY MI 49684 382657917 MED TRANSP MI C3 12B MUNSON HC MUNSON HEALTHCARE true MUNSON HEALTHCARE CHARLEVOIX HOSPIT 1105 SIXTH ST TRAVERSE CITY MI 49684 381459366 HOSPITAL MI C3 3 MUNSON HC true MUNSON HEALTHCARE MANISTEE HOSPITAL 1465 E PARKDALE AVE MANISTEE MI 496609709 380350304 HOSPITAL MI C3 3 MUNSON HC true MUNSON HEALTHCARE OTSEGO MEMORIAL H 825 N CENTER AVE GAYLORD MI 497351592 381303843 HOSPITAL MI C3 3 MUNSON HC MUNSON HEALTHCARE true NORTHERN MICHIGAN SUPPLY ALLIANCE 2651 AERO PARK DR TRAVERSE CITY MI 49686 383453378 PURCHASING MI N/A false false MEDICAL OFFICE BUILDING CONDOMINIUM ASSOCIATION PO BOX 1188 TRAVERSE CITY MI 496851188 383567278 REAL ESTAT MI N/A true MEDICAL OFFICE CONDOMINIUM ASSOCIATION PO BOX 1188 TRAVERSE CITY MI 496851188 201902620 REAL ESTAT MI N/A true MUNSON SERVICES INC PO BOX 1188 TRAVERSE CITY MI 496851188 383144382 PHARMACY MI N/A true SIXTH STREET DRUGS INC PO BOX 1188 TRAVERSE CITY MI 496851188 382298290 PHARMACY MI N/A true true false true false false false false false false false false true true true true true true true true MUNSON DIALYSIS CENTER A 85008 LEASE CONTRACT AMOUNT MUNSON SERVICES INC A 11952 LEASE CONTRACT AMOUNT MUNSON HEALTHCARE P 3027318 ACTUAL AMOUNT PAID MUNSON HEALTHCARE O 400353 ACTUAL AMOUNT PAID MUNSON HEALTHCARE Q 248363 ACTUAL AMOUNT PAID MUNSON HEALTHCARE M 3195174 ACTUAL AMOUNT PAID MUNSON HEALTHCARE R 6107956 ACTUAL AMOUNT PAID MUNSON HEALTHCARE FOUNDATIONS C 862030 ACTUAL AMOUNT PAID MUNSON MEDICAL CENTER M 59386 ACTUAL AMOUNT PAID MUNSON MEDICAL CENTER O 8572313 ACTUAL AMOUNT PAID MUNSON MEDICAL CENTER Q 1115507 ACTUAL AMOUNT PAID MUNSON MEDICAL CENTER P 2087039 ACTUAL AMOUNT PAID MUNSON SERVICES INC Q 170174 ACTUAL AMOUNT PAID MUNSON SERVICES INC P 70517 ACTUAL AMOUNT PAID NORTHERN MICHIGAN SUPPLY ALLIANCE P 267917 ACTUAL AMOUNT PAID NORTHERN MICHIGAN SUPPLY ALLIANCE M 194594 ACTUAL AMOUNT PAID MUNSON MEDICAL GROUP O 60260 ACTUAL AMOUNT PAID SCHEDULE R PAUL OLIVER MEMORIAL HOSPITAL USED THE ACCRUAL METHOD OF ACCOUNTING TO VALUE THE TRANSACTIONS WITH RELATED ENTITIES. ALL INTERCOMPANY TRANSACTIONS WITH RELATED ENTITIES WERE REVIEWED, SUMMARIZED, AND RECONCILED TO DETERMINE THE DISCLOSURE AMOUNTS.