2024-11-14T13:35:09-06:00 2023-12-31 990 2023-01-01 421487967 ST LUKE'SJONES REGIONAL MEDICAL CENTER STLU 3194626131 1795 HIGHWAY 64 EAST ANAMOSA IA 52205 ERIC BRIESEMEISTER PRESIDENT 3194626131 2024-11-11 0 2023 2024-10-15 13:58:12Z JONES REGIONAL MEDICAL CENTER ERIC BRIESEMEISTER 1795 HIGHWAY 64 EAST ANAMOSA IA 52205 57326185 0 X WWW.UNITYPOINT.ORG (SEE SCH O) X 1998 IA TO PROVIDE QUALITY SERVICES AND TO PROMOTE HEALTHY LIFESTYLES TO OUR CUSTOMERS. 9 4 327 236 0 0 3949239 288755 45673652 53519044 921466 1253618 1272308 1595494 51816665 56656911 12960 117906 0 0 26111590 26111318 0 0 0 16618756 18309632 42743306 44538856 9073359 12118055 68638196 82177281 7494324 7509543 61143872 74667738 X TO PROVIDE QUALITY SERVICES IN AN EFFICIENT, COST-EFFECTIVE MANNER AND TO PROMOTE HEALTHY LIFESTYLES TO OUR CUSTOMERS. 0 0 42126104 111495 55030042 HEALTH-CARE SERVICESST. LUKE'S/JONES REGIONAL MEDICAL CENTER PROVIDES INPATIENT AND OUTPATIENT MEDICAL SERVICES TO TREAT INDIVIDUALS WITH DISEASES, ILLNESS AND INJURIES WITH VARYING COMPLEXITIES. IT PROVIDES SERVICES TO IMPROVE THE HEALTH OF PATIENTS AND TO BETTER THEIR QUALITY OF LIFE. ALL SERVICES ARE PROVIDED REGARDLESS OF AN INDIVIDUAL'S RACE, CREED, SEX, NATIONALITY, HANDICAP, AGE OR ABILITY TO COMPENSATE FOR SERVICES RENDERED. THESE INCLUDE, BUT ARE NOT LIMITED TO, GENERAL ACUTE CARE, SURGERIES, MENTAL HEALTH CARE, REHABILITATION, SKILLED NURSING, LABORATORY, PHARMACEUTICAL DRUGS, EMERGENCY SERVICES, OUTPATIENT CLINICS, AND RADIOLOGY. SOME OF THE SERVICES PROVIDED DO NOT GENERATE ENOUGH INCOME TO OFFSET THEIR COST. IN THE FISCAL PERIOD ENDED DECEMBER 31, 2023, ST. LUKE'S/JONES REGIONAL MEDICAL CENTER DISCHARGED 345 PATIENTS RESULTING IN A TOTAL OF 1,775 PATIENT DAYS. OUTPATIENT VISITS TOTALED 168,305 AND TOTAL OUTPATIENT SURGERY REGISTRATIONS FOR THE SAME PERIOD WERE 1,246. THERE WERE ALSO 7,551 EMERGENCY ROOM VISITS. 349467 6411 0 COMMUNITY BENEFIT, INCLUDING CHARITY CARECHARITY CARE AND MEANS-TESTED PROGRAMS: ST. LUKE'S/JONES REGIONAL MEDICAL CENTER PROVIDES CHARITY CARE AND OTHER MEANS-TESTED PROGRAMS WITH THE GOAL TO IMPROVE THE COMMUNITY'S OVERALL HEALTH AND ACCESS TO CARE. THIS INCLUDES HEALTH-CARE SERVICES REGARDLESS OF THE PATIENT'S INSURANCE COVERAGE OR FINANCIAL STATUS. CHARITY CARE AND PARTIAL TO FULL FINANCIAL ASSISTANCE IS PROVIDED TO PATIENTS ON A CASE-BY-CASE BASIS. CHARITY CARE WAS MADE AVAILABLE AT A VALUE OF $168,783 IN 2023. OFTENTIMES, ST. LUKE'S/JONES REGIONAL MEDICAL CENTER RECEIVES PAYMENTS FROM PAYORS OR PATIENTS THAT ARE LESS THAN IT CHARGES FOR SERVICES. ST. LUKE'S/JONES REGIONAL MEDICAL CENTER PARTICIPATES IN MEDICAID AND OTHER GOVERNMENT-SPONSORED HEALTH-CARE PROGRAMS. ST. LUKE'S/JONES REGIONAL MEDICAL CENTER'S NET COST OF PROVIDING CARE FOR WHICH IT RECEIVES PAYMENT BELOW ITS COST IS $27,508. TOTAL CHARITY CARE AND MEANS-TESTED PROGRAMS REPORTED VALUE: $196,292.OTHER BENEFITS: ST. LUKE'S/JONES REGIONAL MEDICAL CENTER PROVIDES SEVERAL OTHER BENEFITS THAT ASSIST THE COMMUNITY. PROGRAMS INCLUDE, BUT ARE NOT LIMITED TO, COMMUNITY HEALTH IMPROVEMENT SERVICES AND COMMUNITY BENEFIT OPERATIONS SUCH AS PREVENTION AND HEALTH SCREENINGS; HEALTH PROFESSIONAL'S EDUCATION; SUBSIDIZED HEALTH SERVICES; RESEARCH, AND CASH AND IN-KIND CONTRIBUTIONS TO COMMUNITY GROUPS. ST. LUKE'S/JONES REGIONAL MEDICAL CENTER COLLABORATES WITH OTHER HOSPITALS, CHURCHES, SCHOOLS, CHAMBERS OF COMMERCE AND DAYCARE CENTERS TO IMPROVE COMMUNITY HEALTH AND EXPAND ACCESS TO HEALTH CARE. ST. LUKE'S/JONES REGIONAL MEDICAL CENTER HAS DEDICATED STAFF TO ASSIST COMMUNITY BENEFIT EFFORTS. TOTAL OTHER BENEFITS REPORTED VALUE: $153,175. 42475571 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 1 X 0 0 1 327 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 4 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X X ERIC BRIESEMEISTER PRESIDENT 3194816232 1795 HIGHWAY 64 EAST ANAMOSA IA 52205 CHARLIE BECKER BOARD MEMBER 1.00 1.00 X 0 0 0 ERIC BRIESEMEISTER BOARD MEMBER/CEO - JRMC 40.00 1.00 X X 0 245270 45972 CASEY GREENE FR 1223 BOARD SEC/TREASURER & PRES/CEO 1.00 40.00 X X 0 350449 66395 PHILIP HANNA BOARD MEMBER 1.00 1.00 X 0 0 0 MICHAEL HEINRICH TO 1223 BOARD MEMBER/SR VP/CFO 1.00 40.00 X X 0 624125 78425 LUCAS HICKS FR 1223 BOARD MEMBER 1.00 40.00 X 0 222929 21030 AIMEE HOSPODARSKY FR 0223 BOARD MEMBER 1.00 1.00 X 0 0 0 DAVID KEHOE BOARD CHAIR 1.00 1.00 X X 0 0 0 MICHELLE NIERMANN TO 1223 BOARD SEC/TREASURER & PRES/CEO 1.00 40.00 X X 0 988120 119328 JILL PARHAM TO 0223 BOARD MEMBER 1.00 1.00 X 0 0 0 JANINE SULZNER FR 0223 BOARD MEMBER 1.00 1.00 X 0 0 0 MICHAEL WESTON MD TO 0223 BOARD MEMBER/PHYSICIAN 1.00 40.00 X 0 351010 48388 JAY WILLEMS BOARD VICE CHAIR 1.00 0.00 X X 0 0 0 AMBER COLLUM PHYSICIAN ASSISTANT 40.00 0.00 X 210135 0 30271 KARL HOLMES PHYSICIAN ASSISTANT 40.00 0.00 X 269527 0 16563 ALISSA SCHEPANSKI PHYSICIAN ASSISTANT 40.00 0.00 X 209095 0 41984 ANNA PRUESS NURSE PRACTITIONER 40.00 0.00 X 197313 0 32383 MICHELLE VANDEBERG NURSE PRACTITIONER 40.00 0.00 X 230121 0 14019 THEODORE TOWNSEND JR TO 1218 FORMER PRES/CEO 0.00 0.00 X 0 462474 0 1116191 3244377 514758 23 1 1 0 EAST CENTRAL IOWA ACUTE CARE 1026 A AVE NE CEDAR RAPIDS IA 52402 ER DOCTOR STAFFING 2517081 PHYSICIANS CLINIC OF IOWA PC PO BOX 37 CEDAR RAPIDS IA 52406 PHYSICIAN STAFFING 586814 AMN HEALTHCARE INC 2999 OLYMPUS BLVD DALLAS TX 75019 HEALTHCARE STAFFING 447315 SHARED MEDICAL SERVICES INC 209 LIMESTONE PASS COTTAGE GROVE WI 53527 IMAGING SERVICES 420698 IOWA ANESTHESIA LC 5825 DRY CREEK LN NE CEDAR RAPIDS IA 52402 MEDICAL SERVICES 269289 11 24105 264650 288755 NET PATIENT REVENUE 900099 53299556 53299556 MGMT & SUPPORT SVCS 561000 117048 117048 RENTAL INCOME 531100 101930 101930 PUBLIC HEALTH PROGRAMS 900099 510 510 53519044 1221758 289 1221469 597006 104128 562787 106487 34219 -2359 31860 31860 SHARED SAVINGS REVENUE 900099 982787 982787 MISCELLANEOUS 900099 527922 527922 CAFETERIA/FOOD SVCS 722210 84785 84785 1595494 56656911 55030042 0 1338114 117906 117906 291241 291241 20951367 20001005 950362 599478 573047 26431 3088533 2952360 136173 1180699 1051076 129623 5053004 4802791 250213 130180 53337 76843 3901141 3825500 75641 37386 11295 26091 474573 409812 64761 960978 960978 25258 22875 2383 24433 19748 4685 1415858 1405431 10427 44310 44310 MEDICAL SUPPLIES 6185813 6187757 -1944 MISCELLANEOUS EXPENSE 56698 36343 20355 44538856 42475571 2063285 0 11080258 14651996 7926340 11777610 3799601 4612020 2492741 6435418 666619 641464 85423 77078 38201771 19360423 19530353 18841348 20162320 22481518 1727650 1727650 1166891 931179 68638196 82177281 4011149 3243343 1114 15000 528254 1368063 2953807 2883137 7494324 7509543 X 59420507 72944373 1723365 1723365 61143872 74667738 68638196 82177281 12118055 1405811 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1723365 284433 284433 1723365 1723365 1469905 1469905 1723365 1723365 626038 626038 1723365 1723365 49615 49615 1723365 1723365 90409 90409 1723365 0.00000 0.00000 1.00000 0 1 1 377707 377707 19235484 7190828 12044656 17981718 12090797 5890921 606862 78798 528064 18841348 DUE TO AFFILIATES 1289573 HEALTH AND WELFARE BENEFITS RESERVE 308409 MISCELLANEOUS LIABILITY 365318 OPERATING LEASE LIABILITY 919837 2883137 X 57742000 1405811 1405811 56336189 76843 243879 320722 56656911 44462000 0 44462000 76843 13 76856 44538856 PART V, LINE 4: THE ORGANIZATION RETAINS FUNDS FOR INTENDED FUTURE USES, INCLUDING PURCHASE OF EQUIPMENT, INDIGENT CARE, FUNDING OF MISSION RELATED OPERATIONS, AND HEALTH EDUCATION. IN ADDITION, SOME FUNDS ARE HELD FOR INVESTMENT IN PERPETUITY. PART X, LINE 2: UNITYPOINT HEALTH AND MOST OF ITS SUBSIDIARIES ARE CLASSIFIED AS TAX-EXEMPT ORGANIZATIONS AS DESCRIBED IN SECTIONS 501(C)(3) AND 501(C)(2) OF THE INTERNAL REVENUE CODE (THE CODE). TAX-EXEMPT ORGANIZATIONS ARE NOT SUBJECT TO FEDERAL AND STATE INCOME TAXES ON RELATED INCOME, PURSUANT TO SECTION 501(A) OF THE CODE. THESE ORGANIZATIONS ARE SUBJECT TO FEDERAL AND STATE INCOME TAXES TO THE EXTENT THEY HAVE UNRELATED BUSINESS INCOME AS DESCRIBED UNDER PROVISIONS OF SECTION 511 OF THE CODE. THE SYSTEM FILES FORM 990 FOR SUBSTANTIALLY ALL OF ITS OPERATING ENTITIES IN THE U.S. FEDERAL JURISDICTION AND IS NO LONGER SUBJECT TO EXAMINATION BY TAX AUTHORITIES FOR THE YEARS BEFORE 2020. THE SYSTEM HAS NO MATERIAL UNCERTAIN TAX POSITIONS. CERTAIN SUBSIDIARIES ARE SUBJECT TO FEDERAL AND STATE INCOME TAXES. SOME OF THESE CORPORATIONS HAVE ACCUMULATED NET OPERATING LOSS CARRYFORWARDS THAT ARE AVAILABLE TO OFFSET FUTURE TAXABLE INCOME, IF ANY, DURING THE CARRYFORWARD PERIOD. DEFERRED TAX ASSETS AND LIABILITIES RELATED TO THESE SUBSIDIARIES WERE NOT MATERIAL. PART XI, LINE 4B - OTHER ADJUSTMENTS: REVENUES IN NET ASSETS WITHOUT DONOR RESTRICTION 243,628. ROUNDING 251. PART XII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING 13. 1 1 X 1 X 1 X 600.000000000000 1 1 0 1 1 168783 168783 0.00380 6915536 6888028 27508 0.00060 7084319 6888028 196291 0.00440 140673 140673 0.00320 6091 6091 0.00010 6411 6411 0.00010 153175 153175 0.00340 7237494 6888028 349466 0.00780 25746 25746 0.00060 25746 25746 0.00060 0 430669 0 10975396 11725910 -750514 X 1 1 1 1 ST LUKE'SJONES REGIONAL MEDICAL CENTER 1795 HIGHWAY 64 EAST SUITE 2 ANAMOSA IA 52205 WWW.UNITYPOINT.ORG/ANAMOSA 530110H X X X X ST LUKE'SJONES REGIONAL MEDICAL CENTER 1 0 0 1 X X X X X X X X X 22 1 1 1 1 X SEE PART V, PAGE 8 X 1 22 1 SEE PART V, PAGE 8 0 1 X 200.000000000000 600.000000000000 X X X X X X 1 1 X X X X 1 X SEE PART V, PAGE 8 X SEE PART V, PAGE 8 X SEE PART V, PAGE 8 X X X X X X 1 X 0 X X X 1 X 0 0 ST. LUKE'S/JONES REGIONAL MEDICAL CENTER PART V, SECTION B, LINE 5: FACILITATED BY LINN COUNTY PUBLIC HEALTH WITH OVERSIGHT PROVIDED BY THE TOGETHER! HEALTHY LINN STEERING COMMITTEE, THE CHA AND CHIP INCLUDE PARTNERSHIPS WITH A MULTITUDE OF COMMUNITY STAKEHOLDERS, INCLUDING MERCY MEDICAL CENTER, UNITYPOINT HEALTH-ST. LUKE'S HOSPITAL, AND EASTERN IOWA HEALTH CENTER. THE ALIGNMENT OF THE CHA AND CHIP FOR ALL FOUR ENTITIES IN LINN COUNTY MINIMIZES DUPLICATION AND MAXIMIZES IMPACT, AS ALL ORGANIZATIONS ARE REQUIRED UNDER LAW, OR BY FUNDERS, TO ASSESS THE HEALTH OF THE COMMUNITY AND DEVELOP AN IMPLEMENTATION PLAN FOR MEETING IDENTIFIED COMMUNITY NEEDS.THE TOGETHER! HEALTHY LINN STEERING COMMITTEE CONSISTS OF THE FOLLOWING PARTNERS: ABBEHEALTH, BETHANY LUTHERAN CHURCH, CEDAR RAPIDS CITY COUNCIL, CEDAR RAPIDS COMMUNITY SCHOOL DISTRICT, CITY OF CEDAR RAPIDS, CITY OF MARION POLICE DEPARTMENT, EASTERN IOWA HEALTH CENTER, GREATER CEDAR RAPIDS COMMUNITY FOUNDATION, IOWA STATE UNIVERSITY EXTENSION & OUTREACH, KIRKWOOD COMMUNITY COLLEGE, LINN COUNTY BOARD OF SUPERVISORS, LINN COUNTY PUBLIC HEALTH, MERCY MEDICAL CENTER, STATE OF IOWA REPRESENTATIVE, STATE OF IOWA SENATOR, UNITED WAY OF EAST CENTRAL IOWA, AND UNITYPOINT HEALTH-ST. LUKE'S HOSPITAL.THE JONES COUNTY PUBLIC HEALTH CHNA HIP WORKGROUP MEMBERS INCLUDE REPRESENTATIVES FROM JRMC, PUBLIC HEALTH, SCHOOLS, DAYCARES, COMMUNITY AGENCIES, EXTENSION SERVICES, LAW ENFORCEMENT, AND GOVERNMENT OFFICIALS. IN ADDITION, THE SSA PUBLIC HEALTH DEPARTMENTS WERE CONTACTED BY ST. LUKE'S HOSPITAL TO BETTER UNDERSTAND THEIR COUNTY NEEDS THROUGH UTILIZING THEIR MOST RECENT CHNA. ST. LUKE'S/JONES REGIONAL MEDICAL CENTER PART V, SECTION B, LINE 6A: MERCY MEDICAL CENTER AND UNITYPOINT - ST. LUKE'S HOSPITAL ST. LUKE'S/JONES REGIONAL MEDICAL CENTER PART V, SECTION B, LINE 6B: LINN COUNTY PUBLIC HEALTH AND EASTERN IOWA HEALTH CENTER ST. LUKE'S/JONES REGIONAL MEDICAL CENTER PART V, SECTION B, LINE 11: PRIORITY 1 HEALTH EQUITY CLINICAL DATA REFLECTING POPULATION DEMOGRAPHICS TO IDENTIFY HEALTH DISPARITIES FOR IMPROVEMENT WE HAVE IMPLEMENTED A HEALTH EQUITY DASHBOARD THAT IS REVIEWED ON A QUARTERLY BASIS AND REPORTED TO THE BOARD. DASHBOARD INDICATORS BY DEMOGRAPHICS INCLUDE READMISSIONS, INPATIENT MORTALITY, WORKPLACE VIOLENCE EVENTS (ENSURING WE ARE NOT DISPROPORTIONATELY PLACING FLAGS BY DEMOGRAPHICS), SOCIAL DETERMINANTS OF HEALTH, PATIENT EXPERIENCE. WE SAW VARIABILITY IN READMISSIONS AND INPATIENT MORTALITY BY RACE AND SOME AGE AREAS. WE DRILLED DOWN FURTHER BY ZIP CODE WITH PRIORITIZED WORK IN 2024. POTENTIAL IMPACT IS AN OPPORTUNITY IN REDUCTION OF 147 READMISSIONS. REDUCE DISPARITIES IN OBSTETRIC HEALTH EQUITY FOR PATIENTS OF COLOR TRAINED 15 WOMEN'S AND CHILDREN'S SERVICES LEADERS IN IMPLICIT BIAS AND THE IMPACT ON CLINICAL CARE. EQUITY LENS TOOL WAS IMPLEMENTED AND APPLIED TO POLICIES IN THE DEPARTMENT. TRAINING WAS TEST FOR SPREAD TO OTHER CLINICAL AREAS IN 2024. IMPROVE CARE FOR SICKLE CELL TREATMENT FOR PATIENTS OF COLOR IMPLEMENTED A SICKLE CELL PROTOCOL FOR PAIN MANAGEMENT AND TRAINED THE EMERGENCY DEPARTMENT, MEDICALLY COMPLEX UNIT AND A GRAND ROUND EDUCATIONAL SESSION ON SICKLE CELL MANAGEMENT. IMPACT TRAINED 140 INDIVIDUALS. REDUCTION IN READMISSIONS AND REDUCTION IN PATIENT COMPLAINTS RELATED TO SICKLE CELL MANAGEMENT. DECREASE DISPARITY OF PERCENT OF INDIVIDUALS LIVING IN POVERTY. PARTNERED WITH AREA EDUCATION ENTITIES FOR CAREER EXPLORATION AND VOCATIONAL TRAINING OPPORTUNITIES. INITIATED PATIENT CARE APPRENTICE PROGRAM IN DECEMBER 2023 FOR 30 HIGH SCHOOL STUDENTS. HOSTED A CAREER EXPLORATION CONFERENCE FOR IJAG, A HIGH SCHOOL PROGRAM SERVING STUDENTS FROM MARGINALIZED POPULATIONS AND SERVED APPROXIMATED 110 STUDENTS. PRIORITY 2 MENTAL HEALTH / ACCESS. INCREASE CAPACITY FOR MENTAL HEALTH INCREASE CAPACITY FOR MENTAL HEALTH TREATMENT WHILE CONTINUING TO BE A COMMUNITY LEADER IN ACCEPTING MEDICAID ACROSS MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES ST. LUKE'S HOSPITAL / JONES REGIONAL MEDICAL CENTER CONTINUES TO SERVE AS ONE OF THE LARGEST INPATIENT MENTAL HEALTH FACILITIES IN IOWA. IN ADDITION, THROUGH OUR INTEGRATION WITH ABBE HEALTH CENTER, WE PROVIDE LEADERSHIP TO THE NEWLY OPENED LINN COUNTY ACCESS CENTER WHICH PROVIDE CRISIS BEDS OUTSIDE OF THE HOSPITAL SETTING FOR LINN COUNTY, JONES COUNTY AND SURROUNDING COUNTIES. THIS INCREASES ACCESS TO CRISIS STABILIZATION BEDS. IN 2023, 601 ADULT BEHAVIORAL HEALTH PATIENTS WITH MEDICAID (OR 50.04% OF THE PATIENTS SERVED IN 2023) WERE SERVED IN OUR INPATIENT UNITS AND 442 ADOLESCENT BEHAVIORAL HEALTH PATIENTS WITH MEDICAID (OR 61.22% OF ADOLESCENT PATIENTS SERVED) WERE SERVED. THROUGH OUR ABBE HEALTH THAT PROVIDES SAME DAY OUTPATIENT CARE, 11,000 CLIENTS (79%) HAD MEDICAID OR MEDICARE. AND IN THE NEWLY OPENED ACCESS CENTER, 1172 INDIVIDUALS WERE SERVED IN 2023, CREATING NEW ACCESS FOR INDIVIDUALS IN OUR COMMUNITY. SUPPORT COMMUNITYWIDE DEMOGRAPHIC SPECIFIC MESSAGING TO ELIMINATE STIGMA AND PROMOTE SEEKING CARE EARLIER. ST. LUKE'S HOSPITAL AND JONES REGIONAL MEDICAL CENTER SUPPORTED THE ROLL OUT OF MAKE IT OK MATERIALS FOR BLACK COMMUNITIES. WE PARTICIPATED IN THE COMMUNITY LAUNCH AND PROMOTED THROUGH OUR SOCIAL MEDIA. WE PARTICIPATED IN THE COUNTY'S MENTAL HEALTH ACTION GROUP WITH PREPARATIONS TO LAUNCH FURTHER MESSAGING FOR COMMUNITY MEMBERS LGBTQ+, YOUTH, PEOPLE OF COLOR, VETERANS, AND IMMIGRANTS/REFUGEES IN 2024. IN ADDITION, IN PARTNERSHIP WITH LINN COUNTY PUBLIC HEALTH, MERCY MEDICAL CENTER AND EASTERN IOWA HEALTH CENTER, WE INITIATED WORK ON THE IMPACT OF RACISM ON MENTAL HEALTH AS PART OF THE COUNTY'S STATEMENT OF RACISM AS A PUBLIC HEALTH CRISIS. INITIAL WORK INCLUDED PROJECT SCOPE AND IMPACT WITH IMPLEMENTATION IN 2024. ACCESS TO HEALTH INSURANCE DECREASE HEALTH DISPARITY RATE OF UNINSURED IN INDIVIDUALS WHO IDENTIFY AS BLACK/AFRICAN AMERICAN, HISPANIC/LATINO, AND INDIVIDUALS WHO IDENTIFY AS TWO OR MORE RACED. IN 2023, OUR JONES REGIONAL MEDICAL CENTER FINANCIAL COUNSELORS ASSISTED 188 INDIVIDUALS WITH ACCESSING INSURANCE. PRIORITY 3 FOOD SECURITY INCREASE UTILIZATION AND AWARENESS OF ELIGIBILITY RELATED TO FOOD RESOURCES IN LINN COUNTY JONES REGIONAL MEDICAL CENTER UTILIZES A SOCIAL DETERMINANTS OF HEALTH SCREENING/ASSESSMENT IN BOTH THE INPATIENT AND OUTPATIENT SETTINGS. THE FOLLOWING QUESTIONS ARE ASKED RELATED TO FOOD INSECURITY: IN THE LAST 12 MONTHS, YOU WORRIED THAT YOUR FOOD WOULD RUN OUT BEFORE YOU GOT THE MONEY TO BUY MORE. IN THE LAST 12 MONTHS, THE FOOD YOU BOUGHT JUST DIDN'T LAST AND YOU DIDN'T HAVE ENOUGH MONEY TO BUY MORE. INDIVIDUALS WITH IDENTIFIED NEEDS ARE THEN REFERRED TO COMMUNITY FOOD BANKS FOR SERVICES. IN 2023, THE SCREENING TOOL WAS BEING INITIATED WITH ONLY A SMALL PILOT ROLL-OUT. FOR FOOD INSECURITY, 11 PATIENTS WERE SCREENED POSITIVE AND WERE REFERRED FOR SERVICES.PRIORITY 4 LIFESTYLE / EQUITABLE OPPORTUNITIES TO BE PHYSICALLY ACTIVE INCREASE THE UTILIZATION OF FREE TO LOW-COST OPTIONS TO BE PHYSICAL ACTIVE IN THE COMMUNITY WE FOCUSED ON OUR EMPLOYEE POPULATION WITH AN ONSITE GYM IN THE HOSPITAL. IN ADDITION, WE HAVE AN ON-POINT FOR HEALTH WHERE EMPLOYEES EARN POINTS FOR HEALTHY ACTIVITIES. POINTS ARE APPLIED TOWARD A REDUCTION IN HEALTH INSURANCE COSTS. ALL JONES REGIONAL MEDICAL CENTER EMPLOYEES HAVE ACCESS TO PARTICIPATE IN THESE ACTIVITIES AND ACHIEVE THE POINTS. IN ADDITION, JONES REGIONAL MEDICAL CENTER OPENS ITS CARDIAC REHAB AND THERAPY DEPARTMENT FOR STAFF AFTER HOURS FOR WORKOUTS. PROMOTE AGE RELATED INFORMATION ON THE IMPACT OF SCREEN TIME. EVERY ADOLESCENT RECEIVING CARE FROM OUR CLINICS RECEIVES AN AFTER VISIT SUMMARY THAT INCLUDES GUIDANCE ON AGE APPROPRIATE SCREEN TIME WITH EDUCATION ON HOW TO MONITOR AND REDUCE SCREEN USAGE.CHRONIC CONDITIONS CARE MANAGEMENT JRMC PROVIDES CARE MANAGEMENT RESOURCES FOR PATIENTS WHO FALL INTO THE RISING AND HIGH RISK CATEGORY. THESE PATIENTS TYPICALLY HAVE 1 OR MORE CHRONIC CONDITIONS. AN CARE MANAGER IS CONNECTED WITH THESE PATIENTS AND THEY MEET WITH THE AS PART OF A CLINIC VISIT BUT SUPPORT OUTSIDE OF CLINIC VISITS. THEY ASSIST IN CARE COORDINATION WITH THESE INDIVIDUALS.SUPPORT FOR OLDER ADULTS IMPLEMENTATION OF TELESITTER MONITORS INPATIENT THESE MONITORS ARE UTILIZED FOR ONGOING MONITORING FOR PATIENTS THAT MAY BE AT HIGHER RISK FOR THINGS LIKE FALLS. ALZHEIMER'S CAREGIVER SUPPORT GROUP MEETS ONCE A MONTH AND IS DONE IN CONJUNCTION WITH THE ALZHEIMER'S ASSOCIATION. PARKINSON'S SUPPORT & EXERCISE GROUP JRMC HOSTS THIS CLASS 2X/WEEK WITH AN AVERAGE ATTENDANCE OF 12 PEOPLE ATTEND. THIS IS OFFERED AS A FREE EVENT TO THE COMMUNITY.PRIORITY 5 COMMUNITY SAFETY ADDRESS DOMESTIC VIOLENCE DISPARITY IN WOMEN EVERY PATIENT IN THE EMERGENCY DEPARTMENT IS ASKED AN ASSESSMENT QUESTION, "DO YOU FEEL SAFE AT HOME." IN ADDITION WE HAVE THE BLUE DOT SCREENING AND REFERRAL FOR INTIMATE PARTNER VIOLENCE. THIS IS A PROCESS WHERE WE HAVE POSTERS IN THE EMERGENCY DEPARTMENT ROOMS WHERE IF INDIVIDUALS DON'T FEEL SAFE IN THEIR HOME, THEY CAN PUT A BLUE DOT ON THEIR URINE SAMPLE THAT IS TAKEN WITHOUT ANY OTHER MEMBER PRESENT. THIS ALLOWS FOR A PATIENT TO SAFELY REPORTIN ADDITION, ST. LUKE'S HOSTS A SEX TRAFFICKING AWARENESS SEMINAR FOR EMPLOYEES WHERE OVER 100 INDIVIDUALS WERE IN ATTENDANCE. ST. LUKE'S PARTNERS WITH WAYPOINT WHO PROVIDES DOMESTIC PARTNER VIOLENCE RESOURCES WITH A BASIC NECESSITY DRIVE GATHERING HYGIENE PRODUCTS FOR INDIVIDUALS THAT HAVE GOTTEN OUT OF ABUSIVE RELATIONSHIPS AND RECEIVING SERVICES THROUGH WAYPOINT. ADDRESS VIOLENCE IN THE WORKPLACE JONES REGIONAL MEDICAL CENTER AND ST. LUKE'S HOSPITAL TRAINED EMPLOYEES IN DE-ESCALATION AND MOAB TO HELP REDUCE WORKPLACE VIOLENCE INCIDENCES. ST. LUKE'S/JONES REGIONAL MEDICAL CENTER PART V, SECTION B, LINE 13H: PATIENTS WHO QUALIFY AND ARE RECEIVING BENEFITS FROM THE FOLLOWING PROGRAMS MAY BE PRESUMED ELIGIBLE FOR 100% FINANCIAL ASSISTANCE: THE US. DEPARTMENT OF AGRICULTURE FOOD AND NUTRITION SERVICE FOOD STAMP PROGRAM; WOMEN, INFANTS & CHILDREN (WIC); AND VARIOUS COUNTY AND STATE RELIEF PROGRAMS. THIRD PARTY AGENCIES ARE USED TO ASSIST WITH COLLECTIONS AND, IF THOSE AGENCIES PROVIDE A STATEMENT REGARDING A PATIENT'S LIKELY INCOME LEVEL, THAT INFORMATION IS USED IN DETERMINING THE ELIGIBILITY STATUS AND THE LEVEL OF DISCOUNT AVAILABLE. STATE LAW REQUIREMENTS THAT OFFER ADDITIONAL AND/OR MORE STRINGENT ELIGIBILITY REQUIREMENTS WILL BE FOLLOWED FOR THOSE STATES. FACILITY REPORTING GROUP A - PART V, LINE 7A, CHNA REPORT: THE CHNA REPORT WAS WIDELY AVAILABLE ON A WEBSITE FACILITY'S WEBSITE (LIST URL):HTTPS://WWW.UNITYPOINT.ORG/ABOUT-UNITYPOINT-HEALTH/COMMUNITY-BENEFITS/COMMUNITY-HEALTH-NEEDS-ASSESSMENTS FACULTY REPORTING GROUP A - PART V, LINE 10A, IMPLEMENTATION STRATEGY: HE MOST RECENTLY ADOPTED IMPLEMENTATION STRATEGY WAS WIDELY AVAILABLEON A WEBSITE (LIST URL):HTTPS://WWW.UNITYPOINT.ORG/ABOUT-UNITYPOINT-HEALTH/COMMUNITY-BENEFITS/COMMUNITY-HEALTH-NEEDS-ASSESSMENTS FACULTY REPORTING GROUP A - PART V, LINE 16A, FAP WEBSITE: THE FAP WAS WIDELY AVAILABLE ON A WEBSITE (LIST URL):HTTPS://WWW.UNITYPOINT.ORG/PATIENTS-AND-VISITORS/BILLING-AND-FINANCIAL-INFORMATION/FINANCIAL-ASSISTANCE FACULTY REPORTING GROUP A - PART V, LINE 16B, FAP WEBSITE: THE FAP APPLICATION FORM WAS WIDELY AVAILABLE ON A WEBSITE (LIST URL):HTTPS://WWW.UNITYPOINT.ORG/PATIENTS-AND-VISITORS/BILLING-AND-FINANCIAL-INFORMATION/FINANCIAL-ASSISTANCE FACULTY REPORTING GROUP A - PART V, LINE 16C, FAP WEBSITE: A PLAIN LANGUAGE SUMMARY OF THE FAP WAS WIDELY AVAILABLE ON A WEBSITE (LIST URL):HTTPS://WWW.UNITYPOINT.ORG/PATIENTS-AND-VISITORS/BILLING-AND-FINANCIAL-INFORMATION/FINANCIAL-ASSISTANCE PART I, LINE 6A: ST. LUKE'S/JONES REGIONAL MEDICAL CENTER'S COMMUNITY BENEFIT REPORT IS CONTAINED WITHIN THE IOWA HEALTH SYSTEM COMMUNITY BENEFIT REPORT WHICH CAN BE LOCATED AT WWW.UNITYPOINT.ORG. THIS SYSTEM-WIDE REPORT IS COMPLETED IN ADDITION TO THE COMMUNITY BENEFIT REPORT FOR THE HOSPITAL AND ITS REGIONAL AFFILIATES. PART I, LINE 7: A COST-TO-CHARGE RATIO (FROM WORKSHEET 2) IS USED TO CALCULATE THE AMOUNTS ON LINE 7A. THE AMOUNTS ON LINES 7B-7C (UNREIMBURSED MEDICAID AND OTHER MEANS-TESTED GOVERNMENT PROGRAMS) ARE OBTAINED FROM A COST ACCOUNTING SYSTEM OF APPLICABLE PATIENT SEGMENTS. SEGMENTS NOT PASSED TO COST ACCOUNTING SYSTEM USE COST-TO-CHARGE RATIO. THE AMOUNTS FOR LINES 7E, F, H, AND I WOULD COME FROM THE BOOKS AND RECORDS OF SPECIFIC SEGMENTS OF THE ORGANIZATION AND ARE BASED ON COST. THE AMOUNTS ON 7G ARE DERIVED FROM A COST ACCOUNTING SYSTEM OF APPLICABLE PATIENT SEGMENTS. SEGMENTS NOT PASSED TO A COST ACCOUNTING SYSTEM USE THE COST-TO-CHARGE RATIO. PART II, COMMUNITY BUILDING ACTIVITIES: JONES REGIONAL MEDICAL CENTER PARTNERS WITH SEVERAL COMMUNITY ORGANIZATIONS TO PROMOTE HEALTH. A SAMPLING OF OUR COMMUNITY BUILDING ACTIVITIES FROM OUR COMMUNITY BENEFIT REPORTING INCLUDE: CAREER CAMP - HIGH SCHOOL STUDENTS WERE OFFERED A DAY CAMP OF GETTING TO LISTEN TO EXPERTS IN THEIR RESPECTIVE HEALTHCARE FIELD AND GIVING THEM TOURS THROUGHOUT THE SIM LAB AND HOSPITAL, AS WELL AS HANDS ON TYPE ACTIVITIES TO ENLIGHTEN THEM OF HEALTH CAREERS. TOTAL: 15 STUDENTS FIRST AID STATION AT COUNTY FAIR - HOSPITAL CLINICAL STAFF STAFFED THE STATION TO OFFER FIRST AID SUCH AS BAND-AIDS, GAUZE, ICE PACKS, ETC. FOR SCRAPES AND ACCIDENTS, AS WELL AS SERVED AS A RESOURCE FOR A CONDUIT TO HIGHER LEVEL CARE IF NEEDED FOR ANY OTHER REASONS. THE FAIR'S ATTENDANCE EXCEEDS 100,000 EACH YEAR THE NUMBER THAT WERE HELPED WITHIN THE STATION WAS NOT NOTED. PARKINSON'S EXERCISE CLASS (2 CLASSES HELD/WEEK) - AVERAGE ATTENDANCE IS 12 PART III, LINE 4: THE HEALTH SYSTEM PROVIDES AN ALLOWANCE FOR DOUBTFUL ACCOUNTS BASED UPON A REVIEW OF OUTSTANDING RECEIVABLES, HISTORICAL COLLECTION INFORMATION AND EXISTING ECONOMIC CONDITIONS. AS A SERVICE TO THE PATIENT, THE HEALTH SYSTEM BILLS THIRD-PARTY PAYERS DIRECTLY AND BILLS THE PATIENT WHEN THE PATIENT'S LIABILITY IS DETERMINED. PATIENT ACCOUNTS RECEIVABLE ARE DUE IN FULL WHEN BILLED. ACCOUNTS ARE CONSIDERED DELINQUENT AND SUBSEQUENTLY WRITTEN OFF AS BAD DEBTS BASED ON INDIVIDUAL CREDIT EVALUATION AND SPECIFIC CIRCUMSTANCES OF THE ACCOUNT.THE AMOUNT REPORTED ON LINE 2 WAS CALCULATED USING IRS WORKSHEET 2 'RATIO OF PATIENT CARE COST TO CHARGES' TO CALCULATE THE COST TO CHARGE RATIO FOR ST. LUKE'S JONES REGIONAL MEDICAL CENTER. THIS RATIO WAS THEN APPLIED AGAINST THE BAD DEBT ATTRIBUTABLE TO PATIENT ACCOUNTS USING IRS WORKSHEET A TO ARRIVE AT THE BAD DEBT EXPENSE AT COST REPORTED ON LINE 2. PART III, LINE 8: AMOUNTS ON LINE 6 WERE CALCULATED USING IRS WORKSHEET B 'TOTAL MEDICARE ALLOWABLE COSTS.' THE MEDICARE ALLOWABLE COSTS WERE OBTAINED FROM THE MEDICARE COST REPORTS AND THEN REDUCED BY ANY AMOUNTS ALREADY CAPTURED IN COMMUNITY BENEFIT EXPENSE IN PART I ABOVE.THE METHODOLOGY DESCRIBED IN THE INSTRUCTIONS TO SCHEDULE H, PART III, SECTION B, LINE 6 DOES NOT TAKE INTO ACCOUNT ALL COSTS INCURRED BY THE HOSPITAL AND DOES NOT REPRESENT THE TOTAL COMMUNITY BENEFIT CONFERRED IN THIS AREA. THE MEDICARE SHORTFALL REFLECTED ON SCHEDULE H, PART III, SECTION B WAS DETERMINED USING INFORMATION FROM THE ORGANIZATION'S MEDICARE COST REPORT. HOWEVER THE MEDICARE COST REPORT DISALLOWS CERTAIN ITEMS THAT WE BELIEVE ARE LEGITIMATE EXPENSES INCURRED IN THE PROCESS OF CARING FOR OUR MEDICARE PATIENTS. EXAMPLES OF THESE ITEMS INCLUDE PROVIDER BASED PHYSICIAN EXPENSE, SELF INSURANCE EXPENSE, HOME OFFICE EXPENSE AND THE SHORTFALL FROM FEE SCHEDULE PAYMENTS. IN ADDITION TO THESE ITEMS THE MEDICARE COST REPORT AND THE COST ACCOUNTING SYSTEM DO NOT INCLUDE MEDICARE PHYSICIAN FEE SCHEDULE EXPENSE AND OFFSETTING REVENUE.THE HOSPITAL BELIEVES THE ENTIRE AMOUNT OF THE MEDICARE SHORTFALL SHOULD BE TREATED AS COMMUNITY BENEFIT, MORE SPECIFICALLY, AS CHARITY CARE. THE ELDERLY CONSTITUTE A CLEARLY-RECOGNIZED CHARITABLE CLASS, AND MANY MEDICARE BENEFICIARIES, LIKE THEIR MEDICAID COUNTERPARTS, ARE POOR AND THUS WOULD HAVE QUALIFIED FOR THE HOSPITAL'S CHARITY CARE PROGRAM, MEDICAID OR OTHER NEEDS-BASED GOVERNMENT PROGRAMS ABSENT THE MEDICARE PROGRAM. BY ACCEPTING PAYMENT BELOW COST TO TREAT THESE INDIVIDUALS, THE BURDENS OF GOVERNMENT ARE RELIEVED WITH RESPECT TO THESE INDIVIDUALS. ADDITIONALLY, THERE IS A SIGNIFICANT POSSIBILITY THAT CONTINUED REDUCTION IN REIMBURSEMENT MAY ACTUALLY CREATE DIFFICULTIES IN ACCESS FOR THESE INDIVIDUALS. FINALLY, THE AMOUNT SPENT TO COVER THE MEDICARE SHORTFALL IS MONEY NOT AVAILABLE TO COVER CHARITY CARE AND OTHER COMMUNITY BENEFIT NEEDS. PART III, LINE 9B: AFTER THE PATIENT MEETS THE QUALIFICATIONS FOR FINANCIAL ASSISTANCE, THE ACCOUNT BALANCE IS PARTIALLY OR ENTIRELY WRITTEN OFF, AS APPROPRIATE. ANY REMAINING BALANCE, IF ANY, WOULD BE COLLECTED UNDER THE NORMAL DEBT COLLECTION POLICY. PART VI, LINE 2: IN ADDITION TO ASSESSING HEALTHCARE NEEDS FROM INDIVIDUALS THAT WERE DESCRIBED IN PART V, JONES REGIONAL MEDICAL CENTER ALSO REVIEWS PATIENT CLINICAL DATA BY DEMOGRAPHICS. THIS INCLUDES CLINICAL DATA FOR READMISSIONS, INPATIENT MORTALITY, AND FALLS. WE ALSO LOOK AT OUR AGGREGATED DATA FROM OUR SOCIAL DETERMINANTS ASSESSMENT THAT IS PART OF OUR ELECTRONIC HEALTH RECORD BOTH FOR INPATIENT AND OUTPATIENT. PART VI, LINE 3: THE HOSPITAL COMMUNICATES THE AVAILABILITY OF FINANCIAL ASSISTANCE TO ALL PATIENTS AND WITHIN THE COMMUNITY. COPIES OF THE FINANCIAL ASSISTANCE POLICY, FINANCIAL ASSISTANCE APPLICATION AND PLAIN LANGUAGE SUMMARY ARE AVAILABLE BY MAIL, ON EACH HOSPITAL'S WEBSITE, AND IN PERSON AT EACH HOSPITAL. THE CENTRAL BILLING OFFICE IS AVAILABLE BY PHONE TO ANSWER QUESTIONS ABOUT THE POLICY, OR PATIENTS SHOULD GO TO THE CASHIER'S OFFICE AT THE HOSPITAL TO OBTAIN THIS INFORMATION. THE PLAIN LANGUAGE SUMMARY IS OFFERED AS PART OF THE PATIENT INTAKE AND/OR DISCHARGE PROCESS AND INCLUDED WHEN A PATIENT IS SENT WRITTEN NOTICE THAT EXTRAORDINARY COLLECTION ACTIONS MAY BE TAKEN AGAINST HIM/HER. THE FINANCIAL ASSISTANCE POLICY, THE PLAIN LANGUAGE SUMMARY, AND ALL FINANCIAL ASSISTANCE FORMS ARE AVAILABLE IN ENGLISH AND IN ANY OTHER LANGUAGE IN WHICH LIMITED ENGLISH PROFICIENCY (LEP) POPULATIONS CONSTITUTE THE LESSER OF 1,000 PERSONS OR MORE THAN 5% OF THE COMMUNITY SERVED BY THE HOSPITAL. THESE TRANSLATED DOCUMENTS WILL BE AVAILABLE BY MAIL, ON EACH HOSPITAL'S WEBSITE, AND IN PERSON AT EACH HOSPITAL. PART VI, LINE 4: ST. LUKE'S JONES REGIONAL MEDICAL CENTER IS A 22-BED COMMUNITY HOSPITAL SERVING EAST CENTRAL IOWA. ST. LUKE'S JONES REGIONAL MEDICAL CENTER IS NONDENOMINATIONAL AND SERVES ALL WHO COME HERE, REGARDLESS OF REASON OR CIRCUMSTANCE.78.7% OF ST. LUKE'S JONES REGIONAL MEDICAL CENTER MARKET RESIDENTS LIVE WITHIN THE IOWA COUNTIES OF JONES. ST. LUKE'S JONES REGIONAL MEDICAL CENTER ADMITS APPROXIMATELY 345 INPATIENTS AND CARES FOR 7,551 EMERGENCY PATIENTS PER YEAR. THE MEDIAN HOUSEHOLD INCOME IS $75,677 AND THE AVERAGE POVERTY RATE IS 9.0%.88.2% OF ST. LUKE'S JONES REGIONAL MEDICAL CENTER INPATIENTS ARE ELIGIBLE FOR MEDICARE OR MEDICAID. ST. LUKE'S JONES REGIONAL DEMOGRAPIC REGION IS COMPRISED OF 94% CAUCASION, 3% AFRICAN AMERICAN AND 3% HISPANIC. PART VI, LINE 5: THE HOSPITAL IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE PURPOSES WITH THE GOAL OF PROMOTING THE HEALTH OF THE PEOPLE AND COMMUNITIES IT SERVES. THE HOSPITAL SUPPORTS THIS MISSION WITH AN OPEN MEDICAL STAFF AND AN EMERGENCY ROOM AVAILABLE TO PATIENTS REGARDLESS OF ABILITY TO PAY. THE BOARD APPROVES THE COMMUNITY NEEDS ASSESSMENT AND COMMUNITY BENFEFIT PLAN FOR THE HOSPITAL. THE HOSPITAL IS PART OF AN INTEGRATED HEALTH SYSTEM AND ITS ULTIMATE PARENT UNITYPOINT HEALTH ALONG WITH ITS SUBSIDIARIES THAT INCLUDE THE HOSPITAL HAVE A STANDARD MODEL OF GOVERNANCE THAT ALLOWS THE HOSPITAL TO MAINTAIN A STRONG CLINICAL, FINANCIAL, STRATEGIC AND OPERATIONAL PROFILE THAT INCLUDES SURPLUS FUNDS USED TO FURTHER ITS CHARITABLE PURPOSE. PART VI, LINE 6: THIS ENTITY IS PART OF IOWA HEALTH SYSTEM (D/B/A UNITYPOINT HEALTH), THE NATION'S FIFTH LARGEST NON-DENOMINATIONAL HEALTH SYSTEM WITH $4.8B IN OPERATING REVENUE AND 29,000 TEAM MEMBERS. AS AN INTEGRATED HEALTH SYSTEM, UNITYPOINT HEALTH PROVIDES CARE THROUGHOUT IOWA, WESTERN ILLINOIS AND SOUTHERN WISCONSIN IN NOT-FOR-PROFIT HOSPITALS, CLINICS AND OTHER HEALTHCARE FACILITIES. UNITYPOINT HEALTH OPERATES: 17 REGIONAL HOSPITALS; OVER 375 CLINICS; 19 COMMUNITY NETWORK HOSPITALS; 12 HOME CARE AREAS OF SERVICE; FIVE AFFILIATED COMMUNITY MENTAL HEALTH CENTERS; THREE ACCREDITED UNITYPOINT HEALTH COLLEGES; AN ACCOUNTABLE CARE ORGANIZATION; AND HAS INSURANCE PRESENCE ACROSS ALL OF ITS MARKETS. UNITYPOINT HEALTH AND ITS AFFILIATES ENGAGE IN COMMUNITY HEALTH PROGRAMS AND SERVICES AND WORK WITH VOLUNTEER AND CIVIC ORGANIZATIONS, SCHOOLS, BUSINESSES, INSURERS AND INDIVIDUALS TO SUPPORT ACTIVITIES THAT BENEFIT PEOPLE THROUGHOUT THEIR REGIONS. IN 2023, UNITYPOINT HEALTH AND ITS AFFILIATES PROVIDED MORE THAN $232 MILLION OF COMMUNITY BENEFIT. THE CONTRIBUTIONS TO THEIR COMMUNITIES BY UNITYPOINT HEALTH AND ITS AFFILIATES ARE REPORTED IN DETAIL IN STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS (PART III) OF THE IRS FORM 990 OF THOSE AFFILIATES. PART VI, LINE 7, REPORTS FILED WITH STATES IA 0 1 0 0 0 0 0 0 0 MICHELLE NIERMANN TO 1223 BOARD SEC/TREASURER & PRES/CEO 0 558886 0 392397 0 36837 0 88558 0 30770 0 1107448 0 0 MICHAEL HEINRICH TO 1223 BOARD MEMBER/SR VP/CFO 0 433454 0 165786 0 24885 0 66844 0 11581 0 702550 0 0 THEODORE TOWNSEND JR TO 1218 FORMER PRES/CEO 0 0 0 0 0 462474 0 0 0 0 0 462474 0 462474 CASEY GREENE FR 1223 BOARD SEC/TREASURER & PRES/CEO 0 279546 0 67634 0 3269 0 41421 0 24974 0 416844 0 0 MICHAEL WESTON MD TO 0223 BOARD MEMBER/PHYSICIAN 0 347842 0 0 0 3168 0 15439 0 32949 0 399398 0 0 ERIC BRIESEMEISTER BOARD MEMBER/CEO - JRMC 0 215536 0 29476 0 258 0 12728 0 33244 0 291242 0 0 KARL HOLMES PHYSICIAN ASSISTANT 268504 0 0 0 1023 0 5415 0 11148 0 286090 0 0 0 ALISSA SCHEPANSKI PHYSICIAN ASSISTANT 208227 0 0 0 868 0 10758 0 31226 0 251079 0 0 0 MICHELLE VANDEBERG NURSE PRACTITIONER 229436 0 0 0 685 0 11426 0 2593 0 244140 0 0 0 LUCAS HICKS FR 1223 BOARD MEMBER 0 203266 0 17053 0 2610 0 11374 0 9656 0 243959 0 0 AMBER COLLUM PHYSICIAN ASSISTANT 205278 0 0 0 4857 0 10111 0 20160 0 240406 0 0 0 ANNA PRUESS NURSE PRACTITIONER 196659 0 0 0 654 0 10192 0 22191 0 229696 0 0 0 PART I, LINE 4B NONQUALIFIED RETIREMENT PLAN CONTRIBUTIONS: THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN AND RECEIVED CONTRIBUTIONS IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: CASEY GREEN $26,911; MICHAEL HEINRICH $50,344 AND MICHELLE NIERMANN $72,058. NONQUALIFIED RETIREMENT PLAN DISTRIBUTIONS: THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN AND RECEIVED PAYMENTS FROM A SUPPLEMENTAL NON-QUALIFIED PLAN: THEODORE TOWNSEND, JR. $462,474. PAYOUTS ARE MADE WITH VESTED FUNDS, AS ESTABLISHED BY PLAN DOCUMENTS. SCHEDULE J, PART I, LINE 3 - ESTABLISHING COMPENSATION THE EXECUTIVE COMMITTEE OF THE IOWA HEALTH SYSTEM BOARD OF DIRECTORS ("COMMITTEE") CONDUCTS A COMPREHENSIVE REVIEW OF ALL COMPENSATION AND BENEFITS PROVIDED TO THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES, INCLUDING THE IHS CHIEF EXECUTIVE OFFICER (THE "CEO"). THIS REVIEW COMPARES THE TOTAL COMPENSATION AND VALUE OF BENEFITS PROVIDED TO EACH EXECUTIVE, ON A POSITION BY POSITION BASIS, TO THAT PROVIDED TO FUNCTIONALLY SIMILAR POSITIONS IN SIMILARLY SITUATED ORGANIZATIONS. THIS REVIEW IS CONDUCTED BY THE COMMITTEE WITH THE ASSISTANCE OF A NATIONAL, INDEPENDENT COMPENSATION CONSULTANT REPORTING DIRECTLY TO THE COMMITTEE. THE COMMITTEE HAS BEEN DELEGATED THE RESPONSIBILITY FOR OVERSIGHT OF EXECUTIVE COMPENSATION AND IS MADE UP ENTIRELY OF INDEPENDENT DIRECTORS WITHIN THE MEANING OF THE "REBUTTABLE PRESUMPTION OF REASONABLENESS" UNDER THE FEDERAL INCOME TAX INTERMEDIATE SANCTIONS RULES. THE COMPENSATION CONSULTANT HOLDS ITSELF OUT TO THE PUBLIC AS A COMPENSATION CONSULTANT, PERFORMS THESE VALUATIONS ON A REGULAR BASIS, IS QUALIFIED TO MAKE THE VALUATIONS OF THE SERVICES INVOLVED, AND HAS SO INDICATED IN A WRITTEN CERTIFICATION TO THE COMMITTEE. BASED UPON THE ADVICE OF THE COMPENSATION CONSULTANT, AND APPLYING THE BOARD'S COMPENSATION PHILOSOPHY, THE COMMITTEE ESTABLISHES THE OVERALL ADJUSTMENT IN COMPENSATION AND BENEFITS FOR THE TOP EXECUTIVES IN THE ENTIRE HEALTH SYSTEM (SEVERAL OF WHICH ARE EMPLOYEES OF THE FILING ORGANIZATION) AND DELEGATES TO THE CEO THE AUTHORITY TO MAKE ADJUSTMENTS, CONSISTENT WITH THE COMMITTEE'S DIRECTION, FOR THE OTHER EXECUTIVES. THE COMMITTEE DETERMINES ALL ASPECTS OF THE COMPENSATION AND BENEFITS OF THE CEO. THE COMMITTEE INTENTIONALLY TAKES ALL THE STEPS NECESSARY TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE FEDERAL INCOME TAX LAW INTERMEDIATE SANCTIONS RULES, INCLUDING CONTEMPORANEOUS SUBSTANTIATION OF ALL COMMITTEE MEETINGS AND ACTIONS. THE ORGANIZATION BELIEVES IT IS IN FULL COMPLIANCE WITH SECTION 4958 OF THE IRC, PROVIDES NO MORE THAN REASONABLE AND FAIR MARKET VALUE COMPENSATION AND BENEFITS FOR ITS EMPLOYEES AND DOES NOT PROVIDE ANY EXCESS COMPENSATION OR BENEFITS AS PROHIBITED BY SECTION 4958. JACKIE SCHMIT FAMILY MEMBER OF BOARD MEMBER PHILLIP HANNA 36165 EMPLOYMENT 0 FORM 990, LINE J, WEBSITE WWW.UNITYPOINT.ORG/LOCATIONS/UNITYPOINT-HEALTH---JONES-REGIONAL-MEDICAL- CENTER FORM 990, PART V, LINES 1A & 1B CASH DISBURSEMENTS ARE CENTRALIZED THROUGH THE PARENT ORGANIZATION, IOWA HEALTH SYSTEM (D/B/A UNITYPOINT HEALTH SYSTEM). THE PARENT MAKES THE PAYMENTS AND FILES THE RELATED FORMS 1099 AND 1096 ON BEHALF OF ALL UNITYPOINT HEALTH SYSTEM RELATED ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 6 ST. LUKE'S HEALTHCARE, A TAX-EXEMPT IOWA NONPROFIT CORPORATION, IS THE SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A ST. LUKE'S HEALTHCARE CAN APPOINT SEVEN BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B ST. LUKE'S HEALTHCARE, AS SOLE MEMBER SHALL APPROVE ARTICLE AND BYLAW AMENDMENTS, DISSOLUTIONS, APPOINT SEVEN BOARD MEMBERS AND APPROVE APPOINTMENT OF PRESIDENT. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY UNITYPOINT HEALTH'S CORPORATE SERVICES TAX DEPARTMENT AND GOES THROUGH TWO LEVELS OF REVIEW WITHIN THE DEPARTMENT WITH ULTIMATE APPROVAL BY THE DIRECTOR OF TAX SERVICES. THE DIRECTOR OF TAX SERVICES MEETS WITH THE FINANCE EXECUTIVE AND REVIEWS KEY PARTS OF THE FORM 990 UTILIZING A PRESENTATION SUMMARY. A COPY OF THE FORM 990 IS GIVEN TO EACH MEMBER OF THE BOARD VIA THE BOARD PORTAL ALONG WITH A REVIEW GUIDE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY. ANNUALLY ALL OFFICERS, DIRECTORS, KEY EMPLOYEES AND REPORTING PHYSICIANS ARE REQUESTED TO COMPLETE A QUESTIONNAIRE TO REPORT POTENTIAL CONFLICTS OF INTEREST. PERSONS WHO HAVE NOT RETURNED QUESTIONNAIRES ARE CONTACTED ADDITIONAL TIMES IN AN EFFORT TO RECEIVE COMPLETE AND ACCURATE RESPONSES FROM ALL PERSONS. THE ANNUAL QUESTIONNAIRES INCLUDE AN ACKNOWLEDGEMENT THAT THE OFFICER, DIRECTOR, KEY EMPLOYEE OR REPORTING PHYSICIAN: 1) HAS ACCESS TO A COPY OF THE CONFLICT OF INTEREST POLICY; 2) HAS READ AND UNDERSTANDS THE POLICY; 3) AGREES TO COMPLY WITH THE POLICY; 4) UNDERSTANDS THAT THE POLICY APPLIES TO ALL COMMITTEES AND SUBCOMMITTEES HAVING BOARD-DELEGATED POWERS; AND 5) UNDERSTANDS THAT THE ORGANIZATION IS A CHARITABLE ORGANIZATION AND THAT IN ORDER TO MAINTAIN ITS TAX-EXEMPT STATUS, IT MUST CONTINUOUSLY ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. SENIOR ADMINISTRATIVE STAFF AT ALL RELATED ORGANIZATIONS PROVIDE INFORMATION TO A CENTRAL COORDINATOR RELATED TO THE IDENTIFICATION OF WHICH INDIVIDUALS SHOULD RECEIVE THE QUESTIONNAIRE FOR COMPLETION. THE RESULTS ARE COMPILED CENTRALLY AND REVIEWED BY THE IOWA HEALTH SYSTEM COMPLIANCE OFFICER AND DIRECTOR OF INTERNAL AUDIT. THE DETAIL RESULTS ARE REPORTED TO A COMMITTEE OF THE SYSTEM BOARD. THE RESULTS RELATED TO SPECIFIC REGIONAL PARENT COMPANIES, THEIR HOSPITALS AND RELATED ORGANIZATIONS, ARE DISTRIBUTED IN DETAIL TO THE CHAIRPERSON OF THE REGIONAL PARENT ORGANIZATION, THE CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER AND COMPLIANCE MANAGER. THESE INDIVIDUALS ARE ALSO REMINDED OF THE APPROPRIATE PROCESS TO BE FOLLOWED DURING THE YEAR TO ADDRESS POTENTIAL CONFLICTS OF INTEREST THAT RELATE TO MATTERS THAT ARE BROUGHT TO THE BOARD OF DIRECTORS FOR ACTION. THE INFORMATION DISCLOSED IS USED TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST AND TO ASSIST IN COMPLETING IRS AND MEDICAID QUESTIONNAIRES. ANY DUALITY OF INTEREST OR POSSIBLE CONFLICT OF INTEREST ON THE PART OF ANY ORGANIZATIONAL OFFICER, DIRECTOR, KEY EMPLOYEE OR REPORTING PHYSICIAN TOGETHER WITH ALL MATERIAL FACTS, SHOULD BE DISCLOSED TO THE BOARD OF DIRECTORS AND MADE A MATTER OF RECORD, EITHER THROUGH AN ANNUAL PROCEDURE OR WHEN THE INTEREST OCCURS OR BECOMES A MATTER OF BOARD ACTION. ANY ORGANIZATIONAL OFFICER, DIRECTOR, KEY EMPLOYEE OR REPORTING PHYSICIAN HAVING A CONFLICT OF INTEREST IN ANY MATTER SHOULD NOT BE PRESENT DURING GENERAL DISCUSSION NOR VOTE OR USE HIS OR HER PERSONAL INFLUENCE ON THE MATTER, AND HE OR SHE SHOULD NOT BE COUNTED IN DETERMINING THE EXISTENCE OF A QUORUM FOR PURPOSES OF THE MATTER OR ITEM AS TO WHICH A CONFLICT EXISTS. THE BOARD SHOULD EXCLUDE THE INDIVIDUAL FROM ANY DISCUSSION OR VOTE IN WHICH THE BOARD DECIDES WHETHER OR NOT A CONFLICT OF INTEREST EXISTS. IN CASES IN WHICH AN OFFICER, DIRECTOR, KEY EMPLOYEE, REPORTING PHYSICIAN OR THE INDIVIDUAL'S HOUSEHOLD MEMBER HAS A CONFLICT OF INTEREST IN AN ARRANGEMENT OR TRANSACTION, THE FOLLOWING ADDITIONAL STEPS MAY BE TAKEN AT THE DIRECTION OF THE BOARD OF DIRECTORS: 1) AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE OR SHE SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL 1) DECIDE IF A CONFLICT OF INTEREST EXISTS, 2) A DISINTERESTED PERSON OR COMMITTEE MAY BE APPOINTED TO INVESTIGATE ALTERNATIVES TO THE PROPOSED ARRANGEMENT OR TRANSACTION; 3) IN ORDER TO APPROVE THE ARRANGEMENT OR TRANSACTION, THE BOARD MUST FIRST FIND, BY MAJORITY VOTE OF DISINTERESTED MEMBERS, THAT THE ARRANGEMENT OR TRANSACTION IS IN THE ORGANIZATION'S BEST INTEREST, IS FAIR AND REASONABLE TO THE ORGANIZATION, AND, AFTER REASONABLE INVESTIGATION, THE DISINTERESTED MEMBERS HAVE DETERMINED THAT A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT CANNOT BE OBTAINED WITH REASONABLE EFFORTS UNDER THE CIRCUMSTANCES; THE MINUTES OF THE BOARD AND ALL COMMITTEES WITH BOARD-DELEGATED POWERS SHALL CONTAIN: 1) THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE FINANCIAL INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE BOARD'S OR COMMITTEE'S DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED; 2) THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT, THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION THEREWITH; IN ORDER TO PROTECT THE ORGANIZATION'S BEST INTERESTS, APPROPRIATE DISCIPLINARY ACTION MAY BE TAKEN WITH RESPECT TO AN OFFICER, DIRECTOR, KEY EMPLOYEE OR REPORTING PHYSICIAN WHO VIOLATES THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE IOWA HEALTH SYSTEM BOARD OF DIRECTORS ("COMMITTEE") CONDUCTS A COMPREHENSIVE REVIEW OF ALL COMPENSATION AND BENEFITS PROVIDED TO THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES, INCLUDING THE IHS CHIEF EXECUTIVE OFFICER (THE "CEO"). THIS REVIEW COMPARES THE TOTAL COMPENSATION AND VALUE OF BENEFITS PROVIDED TO EACH EXECUTIVE, ON A POSITION BY POSITION BASIS, TO THAT PROVIDED TO FUNCTIONALLY SIMILAR POSITIONS IN SIMILARLY SITUATED ORGANIZATIONS. THIS REVIEW IS CONDUCTED BY THE COMMITTEE WITH THE ASSISTANCE OF A NATIONAL, INDEPENDENT COMPENSATION CONSULTANT REPORTING DIRECTLY TO THE COMMITTEE. THE COMMITTEE HAS BEEN DELEGATED THE RESPONSIBILITY FOR OVERSIGHT OF EXECUTIVE COMPENSATION AND IS MADE UP ENTIRELY OF INDEPENDENT DIRECTORS WITHIN THE MEANING OF THE "REBUTTABLE PRESUMPTION OF REASONABLENESS" UNDER THE FEDERAL INCOME TAX INTERMEDIATE SANCTIONS RULES. THE COMPENSATION CONSULTANT HOLDS ITSELF OUT TO THE PUBLIC AS A COMPENSATION CONSULTANT, PERFORMS THESE VALUATIONS ON A REGULAR BASIS, IS QUALIFIED TO MAKE THE VALUATIONS OF THE SERVICES INVOLVED, AND HAS SO INDICATED IN A WRITTEN CERTIFICATION TO THE COMMITTEE. BASED UPON THE ADVICE OF THE COMPENSATION CONSULTANT, AND APPLYING THE BOARD'S COMPENSATION PHILOSOPHY, THE COMMITTEE ESTABLISHES THE OVERALL ADJUSTMENT IN COMPENSATION AND BENEFITS FOR THE TOP EXECUTIVES IN THE ENTIRE HEALTH SYSTEM (SEVERAL OF WHICH ARE EMPLOYEES OF THE FILING ORGANIZATION) AND DELEGATES TO THE CEO THE AUTHORITY TO MAKE ADJUSTMENTS, CONSISTENT WITH THE COMMITTEE'S DIRECTION, FOR THE OTHER EXECUTIVES. THE COMMITTEE DETERMINES ALL ASPECTS OF THE COMPENSATION AND BENEFITS OF THE CEO. THE COMMITTEE INTENTIONALLY TAKES ALL THE STEPS NECESSARY TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE FEDERAL INCOME TAX LAW INTERMEDIATE SANCTIONS RULES, INCLUDING CONTEMPORANEOUS SUBSTANTIATION OF ALL COMMITTEE MEETINGS AND ACTIONS. THE ORGANIZATION BELIEVES IT IS IN FULL COMPLIANCE WITH SECTION 4958 OF THE IRC, PROVIDES NO MORE THAN REASONABLE AND FAIR MARKET VALUE COMPENSATION AND BENEFITS FOR ITS EMPLOYEES AND DOES NOT PROVIDE ANY EXCESS COMPENSATION OR BENEFITS AS PROHIBITED BY SECTION 4958. THE REVIEW OF COMPENSATION AND BENEFITS WAS LAST PERFORMED IN DECEMBER 2023 FOR THE FOLLOWING INDIVIDUALS: CASEY S. GREENE, ERIC G. BRIESEMEISTER, LUCAS N. HICKS, MICHAEL G. HEINRICH, AND MICHELLE S. NIERMANN. THE COMPENSATION AND BENEFITS OF THE OTHER PERSONS LISTED ON FORM 990, PART VII WAS ESTABLISHED BY AN INDEPENDENT PERSON/COMMITTEE USING AN INDEPENDENT COMPENSATION CONSULTANT AND/OR COMPENSATION SURVEY OR STUDY FOR SIMILARLY QUALIFED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. COMPENSATION AND BENEFITS ARE BASED ON THE FAIR MARKET VALUE OF THE SERVICES PROVIDED TO THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST THROUGH THE IOWA HEALTH SYSTEM, OUR PARENT ORGANIZATION, LEGAL DEPARTMENT. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE PUBLICLY AVAILABLE ON THE IOWA HEALTH SYSTEM WEBSITE, WWW.UNITYPOINT.ORG. 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